BPMN 2.

0 Modeler for Visio

The BPMN 2.0 Modeler for Visio is a standalone Visio extension to draw and model business processes. It is a comprehensive user
friendly package. The BPMN 2.0 Modeler for Visio allows users to produce Process, Collaboration, Choreography and Conversation
diagrams, as described in the BPMN 2.0 specification document from Object Management Group (OMG).
The BPMN 2.0 Modeler for Visio is compatible with Microsoft Visio 2003, 2007, 2010 and 2013. Microsoft Visio is the only requisite
for the Modeler.




BPMN 2.0
Palettes
The BPMN 2.0
Modeler for
Visio supports
the complete
proposed set
of BPMN 2.0
elements.
BPMN 2.0
Attributes
BPMN 2.0 non
graphical
attributes can be
set or populated
using a user
friendly "Shape
Data" Window
available for
each BPMN
element. 2.0.
Diagram Area
BPMN markers
can be easily
selected to
fully exploit
the
representation
power of
BPMN 2.0.
BPMN 2.0
Ribbon
BPMN 2.0
Modeler for
Visio Ribbon
adds features
that help you
model BPMN
diagram with
ease.
Download the modeler at http://bit.ly/Z3SiTy
Feature Videos http://bit.ly/WOasXv
BPMN Validation
Your BPMN 2.0 diagrams can be validated for their
conformance to the BPMN 2.0 standard specification. A log of
warnings and errors is provided indicating warnings and
errors in your diagram.
To use the BPMN Validation:
1. Click the Validate button in the toolbar.
2. Your BPMN errors and warnings will be
highlighted in your diagram.




Import and Export
You can Import existing business process assets as a starting
point for your BPMN modeling. You can choose to import
from an established standard (BPMN, XPDL) or you can
migrate your existing Microsoft assets from Visio or Project.
You can Export your BPMN diagram to standards (BPMN,
XPDL and BPEL) for interexchange or execution. Alternatively,
you can export to Visio files or images to share and publish
them.
To Import:
1. Click the appropriate button under Import
.
2. Select a file from your computer.
3. The diagram will open in Visio.
To Export:
1. Click the appropriate button under Export
.
2. The current diagram will be exported and you can
choose to save or open the new file.

BPMN 2.0 Quick Guide
The BPMN 2.0 Quick Reference Guide provides quick access
to a listing of all BPMN 2.0 visual elements. A concise
description for each element is available. You can navigate
the guide by clicking on shapes or by using the table of
content. You can also search for a particular term. A BPMN
2.0 glossary based on the specification document is also
available within the quick reference guide.


Preferences
The Preferences button allows you to change many options in
the application. Available options are: Welcome Screen at
Startup, Change the activation for the modeler and change
the Logo Options.
To display the Preferences window:
1. Click on the Preferences button in the toolbar.
2. Turn on or off the Welcome Screen at Startup.
3. Change the activation, by selecting another user.
4. Change the Logo Options

Video introducing this feature http://bit.ly/XJybfx
Change the user for
whom the modeler is
activated.
Download the desktop version http://bit.ly/XZga9b
Video introducing this feature http://bit.ly/ZM2ja9
Sub-Process
The Sub-Process button groups all the operations that can be
performed on a Sub-Process. Choose among the different
operations available: Create Content in a Blank Page, Create
from Selection, Link to Existing Page, Unlink Page and Reveal
Target.
To access these operations:
1. Select a shape in the diagram.
2. Click the Sub-Process button to
display the list of available operations.



Create Content in a Blank Page
Lets you create the content for a Collapsed Sub-Process in a
Visio Page Tab. The same name is assigned to the
Collapsed Sub-Process and the Visio Page Tab.
To create content in a blank page:
1. Select a Sub-Process shape in the diagram.
2. Click the Sub-Process button, and then choose
Content in a Blank Page from the list of operations
available

3. A new blank page is created and the sub-process is
linked to the page.

Create From Selection
Create a Sub-Process composed of more than one graphical
element selected in a Process. A Collapsed Sub-Process is
inserted in replacement of these multiple elements. The
elements are then placed in a different Visio Page Tab
sharing the same name as the newly created Collapsed Sub-
Process.
To create a sub-process from selected shapes:
1. Select one or many shapes in the diagram.

2. Click the Sub-Process button, and then choose
Create from Selection from the list of operations
available.

3. A new page is created and the selected content is
moved to the new page.
4. A new sub-process is created in the original page.



Video introducing this feature http://bit.ly/X7XXGC
Video introducing this feature http://bit.ly/10Oz3lH
Link to Existing Page
Link a Collapsed Sub-Process to the content of an existing
Visio Page Tab. The Collapsed Sub-Process and the Visio
Page Tab may have different names. Reveal Target
displays the assigned content of the Collapsed Sub-Process.
You may also link your Collapsed Sub-Process to the
content of a Visio Page Tab in another document by
selecting In Another Document.
1. Select a Sub-Process shape in the diagram.
2. Click the Sub-Process button, and then choose
Link to Existing Page from the list of operations
available.

3. Choose among the list of pages available.
4. If you choose In Another Document, then choose
the File and the Page from the following window.



Unlink Page
Unlink the page from the Collapsed Sub-Process. Note that
the content page is not deleted; only the link between the
page and the sub-process is removed.
1. Select a Sub-Process shape in the diagram.
2. Click the Sub-Process button, and then choose
Unlink from the list of operations available. When
the sub-process is unlinked, its plus sign becomes
red to indicate that no content is linked to it.


Colored Sub-Process Feedback
When a collapsed sub-process is not linked to content, the
is red. When it is linked to content, the is black.

Sub-Process Not Linked to Content Sub-Process Linked to
Content
Navigating Sub-Processes
A right click on the Sub-Process marker or a right click
anywhere within the Sub-Process presents the Reveal
Target property enabling this linkage. Once the content is
assigned, the Sub-Process marker will change to red
indicating that Sub-Process now has content.
To reveal the target of a sub-process:
1. Place your mouse over and choose Reveal Target.

2. The Target Page content is revealed.


Video introducing this feature http://bit.ly/ZJ3zIJ
Video introducing this feature http://bit.ly/ZACKFp
BPMN 2.0 Teamwork


Repository
The repository lets you share your business process diagram
with others.
In the repository, you can share BPMN diagrams publicly in
the Business Process Incubator Public repository or share
privately in a Private Cloud repository.

Private Cloud Repositories can be created using the Manage
Repositories button. You can also manage who has access to
your repositories.
Repositories are shared between the BPMN Visio Modeler
and the BPMN Web Modeler. Saving a file in the repository
from Visio will also make it available in the Web Modeler and
vice-versa.
Manage repositories
1. Click on the Manage button to display the
Repository Management interface.
2. From the interface you can manage your
repositories or create new ones.

3. You can invite multiple or a single member to
collaborate. You can also manage existing members.




Open from the repository
To open a BPMN diagram from the repository:
1. Click on the Open button
2. Select the repository and folder under which you
want to open a file.

3. Select the file and click the Open button.
The repository displays when the diagram was updated
and by whom.
Save to repository
Saving to the repository is achieved in the same manner as
opening but you click on the Save button.




Video introducing this feature http://bit.ly/14YbtQ8
Commenting
Add Comment
You can add a comment stream to any BPMN diagram or
element.
1. Create a comment using the Add Comment
button. You can either preselect a shape before
clicking on the button or click on the button and
drag the comment to the shape or diagram area that
you want to add a comment to.
2. You can now input your comment.

3. When you share your diagram with other team
members (through the repository or otherwise),
they will be able to respond to your comments or
create new ones.



Comments
You can view a complete list of the comments in a diagram.
1. Click on the Comments button and you can
toggle the visibility of the Comments Pane.

2. From the comments pane, you can add, edit and
delete comments in the document.
Video introducing this feature http://bit.ly/XJy57u
Video introducing this feature http://bit.ly/Wo7qfI
BPMN 2.0 Simulation


Default Parameters Simulation
The default parameter simulation is useful to validate the
dynamic behavior of your process. There are three important
business questions that you can ask about your current
BPMN diagram.
How often should I expect the Tasks in my BPMN
diagram to occur?
Do any of the Tasks in my BPMN diagram fail to be
used?
How many Tokens complete at each End Event in my
BPMN diagram?
1. With a BPMN diagram open in the modeler, click on
one of the Default Parameters button.
2. The answer to your question will be highlighted in
your diagram using information markers.






Defined Parameters Simulation
The defined parameters simulation exposes the full power of
the BPSim standard to simulate business process.
Editing Simulation Parameters
To use the Complete Simulation, you first need to
parameterize the process with simulation data.
1. Click on the Editor button.
2. You can now select a BPMN element and
parameterize it using the BPSim Editor

3. You need to define both simulation parameters and
at least a result requests.
4. You can obtain more information about how to
parameterize your business process by visiting
www.bpsim.org.
Complete Simulation
Once parameterize you can simulate your process using the
Lanner L-SIM engine with your defined parameter using the
Complete Simulation button. The results will be displayed
in the same way as the default parameters simulation.

Video introducing this feature http://bit.ly/Yszueh
Video introducing this feature http://bit.ly/ZnMfcC
BPMN 2.0 Palettes
BPMN 2.0 Palettes
The BPMN 2.0 Modeler for Visio features two palettes that
allow drawing any kind of BPMN 2.0 diagrams. The basic
elements are found in the Process Palette and the
Collaboration, Conversation and Choreography elements in
the Collaboration Palette.

BPMN 2.0 Attributes
Shape Data Window
The BPMN 2.0 Modeler for Visio features all BPMN 2.0 visual
attributes as well as all non-visible attributes.
To display the non-visible attributes for a shape:
1. Select the shape in the diagram.

2. The BPMN attributes for the shape appear in the Shape
Data window.

Diagram Area
Colored Link Feedback
Links change color depending whether they are connected or
not. When a link is not connected it is automatically colored
red. When a link is connected it takes back its original color.




Change Visual Attributes
Contextual menus are assigned to each diagram object to
easily set its characteristics.
1. Right-click on any shape to reveal its visual attributes.
2. Click on the desired attribute.




Video introducing this feature http://bit.ly/16sRyMR
Video introducing this feature http://bit.ly/Z3ezBS
Documentation
You can document your BPMN diagram elements.
1. Right-click on any BPMN element.
2. Click on Documentation.

3. Input the documentation.


4. Close the window when you are done.