Beginning to Model with ER/Studio BA

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Go Up to Session 2: Understanding the ER/Studio BA Infrastructure

  1. From the Start > Programs menu, choose IDERA ER Studio Business Architect X.X > ER Studio Business Architect X.X and the Welcome dialog opens. You can also double-click the ER/Studio Business Architect shortcut that is placed on your desktop at the time of installation.
  2. In the Welcome dialog, select Create a new workspace (with optional project, model, and diagram).
    Note: You can also use the “express” create method. If you select this option you only need to select the model type and enter a name. A workspace, project, model, and diagram are then created for you, all with the same name.
  3. Click OK. The Create a New Workspace dialog opens.
  4. For purposes of these tutorials, take the following steps to create a new workspace, project, model, and diagram:
    • Enter the workspace name “Acme Company” but leave the default directory as is.
    • In the Project options area, create a new project named “Compliance Reinstatement Project”.
    • In the Model options area, create a new model named “Shipping Process Model” within the project you just created. Leave the Model type as Business Process and leave the default setting as No Validation for the Validate against BPMN specification.
    • In the Diagram options area, create a new diagram named “Order Picking” within the model you just created. As you enter the name of the diagram, the Name of pool with invisible boundary and First lane name text boxes are populated with the same name.
  5. Rename the pool name as “Order Picking Pool” and rename the First lane name as “Order Picking Lane”.
  6. When you click OK, a new workspace, project, model, diagram, pool, and lane are created and appear in the Model View. The items are displayed in the hierarchical mode in the tree.
    When working with Business Process models, you work with processes. A process is a collection of flow objects connected by flows that is executed in a sequence (usually depicted on a diagram). In the Business Process Modeling Notation specifications, all processes are contained by a pool. A pool contains only one process, but you can have multiple pools in a diagram which can then collaborate via messages.
  7. To display a process in the Model View tree, go to Window > Preferences > Business Process Modeling > Processes. Select the option to Show processes in application, and then click OK. Now the elements in a diagram or pool are displayed under the Process node (ERSt0007.png) in the Model View.
Reference Objects are also created at this time. For more information, see Session 10: Using Reference Objects.
In the Model View you have toolbar commands that make it easier to work in the tree.
Icon Command Description
ERSt0010.png Refresh Updates all the nodes in the Model View.
ERSt0011.png Collapse All Collapses all the nodes in the Model View.
ERSt0012.png Expand All Expands all the nodes in the Model View.
ERSt0013.png Sync with Diagram If this command is selected, whenever an element in the diagram is selected, the Model View automatically selects that element in the Model View.
ERSt0014.png Filter Opens the Model View Filter dialog.
ERSt0015.png Group by Object Groups items in the Model View by element type. This is a toggle switch.