Modeler user Guide 2408, Informatyka
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Bizagi Process Modeler
User Guide
Table of Contents
0
6
Part I Welcome to Bizagi Process Modeler
1
Overview
................................................................................................................................... 7
................................................................................................................................... 6
2
Standards support
................................................................................................................................... 7
3
Multilanguage support
................................................................................................................................... 9
4
Training and support
................................................................................................................................... 10
5
Related Products
12
Part II Getting Started
1
Install Bizagi Process Modeler
................................................................................................................................... 18
................................................................................................................................... 12
2
System Requirements
................................................................................................................................... 19
3
Register to join the community
................................................................................................................................... 20
4
Process Modeler file types
................................................................................................................................... 20
5
User Interface ex plained
.......................................................................................................................................................... 20
Inter face oveview
.......................................................................................................................................................... 21
Toolbar
Ribbon
.......................................................................................................................................................... 22
Maxim izing the w or k s pace
.......................................................................................................................................................... 36
......................................................................................................................................................... 35
Palette
Elem ent pr oper ties
.......................................................................................................................................................... 48
.......................................................................................................................................................... 47
View options
Pr es entation m ode and Pr es entation actions
.......................................................................................................................................................... 59
......................................................................................................................................................... 51
The Pie Menu
61
Part III Modeling a Process
1
Creating a process
................................................................................................................................... 67
................................................................................................................................... 61
2
Video ex ample: Creating a process
................................................................................................................................... 67
3
Editing a process
................................................................................................................................... 72
4
Sub-processes
Conver ting to r eus able s ub-pr oces s
.......................................................................................................................................................... 79
.......................................................................................................................................................... 76
Sub-pr oces s types
................................................................................................................................... 81
5
Improving look and feel
................................................................................................................................... 87
6
Colors, sizes and shading
................................................................................................................................... 101
7
Printing large diagrams
107
Part IV Documenting a process
1
Documenting each element
.......................................................................................................................................................... 109
................................................................................................................................... 107
Us ing Rich Text For m at
.......................................................................................................................................................... 115
Spelling r eview
................................................................................................................................... 117
2
Defining Gatew ay conditions
2
Copyright © 2013 - Bizagi
3
Defining Performers
................................................................................................................................... 122
................................................................................................................................... 119
4
Ex tending your documentation
.......................................................................................................................................................... 124
Extended Attr ibutes type
.......................................................................................................................................................... 125
Exam ple: Add a Table Extended Attr ibute
.......................................................................................................................................................... 129
Managing Extended Attr ibutes
.......................................................................................................................................................... 129
Shar ing Extended Attr ibutes betw een elem ents
.......................................................................................................................................................... 131
Expor ting and Im por ting Attr ibutes betw een Models
................................................................................................................................... 133
5
Video ex ample: Documenting your process
................................................................................................................................... 133
6
Using Artifacts
................................................................................................................................... 141
7
Company logo
145
Part V Generating Documentation
1
Publish or Ex port
................................................................................................................................... 146
................................................................................................................................... 145
2
Publishing in Word
.......................................................................................................................................................... 154
Docum ent Tem plate
................................................................................................................................... 156
3
Publishing in PDF
................................................................................................................................... 163
4
Publishing to Web
................................................................................................................................... 173
5
Publishing to Wiki
................................................................................................................................... 183
6
Publishing to Sharepoint
................................................................................................................................... 193
7
Ex porting to XPDL
................................................................................................................................... 195
8
Ex porting diagrams as Image
................................................................................................................................... 198
9
Ex porting to Visio
202
Part VI Importing diagrams
1
Where to import from
................................................................................................................................... 202
................................................................................................................................... 202
2
Import diagram from Visio
................................................................................................................................... 206
3
Import diagram from XPDL
210
Part VII Team Collaboration
1
Collaborative process modeling
................................................................................................................................... 213
................................................................................................................................... 210
2
Ex ample of collaboration
................................................................................................................................... 218
3
Video ex ample: Collaboration ex plained
................................................................................................................................... 218
4
Collaboration levels
................................................................................................................................... 220
5
Offline collaboration
................................................................................................................................... 223
6
Conflicts resolution
................................................................................................................................... 227
7
Using Categories
................................................................................................................................... 231
8
User profiles
................................................................................................................................... 233
9
Saving as non-collaborative file
................................................................................................................................... 234
10
Force unlock
238
Part VIII Process Execution
1
Running your w orkflow
................................................................................................................................... 238
Copyright © 2013 - Bizagi
3
2
Guidance for automation
................................................................................................................................... 248
................................................................................................................................... 244
3
Video: Bizagi BPM Quicktour
250
Part IX Advanced topics
1
Interaction betw een processes
.......................................................................................................................................................... 254
................................................................................................................................... 250
Exam ple: Inter action betw een pr oces s es
.......................................................................................................................................................... 257
Mes s age Flow connection r ules
.......................................................................................................................................................... 258
Alignm ent featur es betw een pr oces s es
................................................................................................................................... 262
2
Long lasting transactions
269
Part X FAQ
1
General FAQs
................................................................................................................................... 271
................................................................................................................................... 269
2
Diagramming and documenting FAQs
................................................................................................................................... 276
3
Sharing documentation FAQs
................................................................................................................................... 277
4
Troubleshooting FAQs
286
Part XI Process Templates
Index
0
4
Copyright © 2013 - Bizagi
Part
I
Welcome to Bizagi Process Modeler
Copyright © 2013 - Bizagi
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