Diagrams

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A Business Process Diagram (BPD) uses a flowcharting technique which is tailored for creating graphical models of business process operations. A Business Process Model is a network of graphical elements based on the Business Process Modeling Notation, which track the flow of activities and their order of performance.

Opening Diagram Properties

You have different properties available for the Business Process diagram and the Conceptual Model diagram.

  • Right-click the diagram node name in the Model View tree and select Properties.
Note: At the time you create a diagram, a Pool and a Lane are automatically created.

The table below describes the Properties fields available for Business Process Diagrams:.

Property View Description

General

Name

Label that appears for an element both in the Model View tree and in the diagram. You can edit this label.

Location

Displays the path where the diagram file, with the file extension of .edsb, is stored.

Version

Displays the Version number of ER/Studio Business Architect.

Diagram Version

Displays the Version of the diagram

Author

This text field contains the name of the author of the Diagram.

Creation Date

This displays the date on which the Diagram was created (for this Version).

Last Modification Date

This defines the date on which the Diagram was last modified (for this Version).

Language

This text field contains the name of the language in which text is written. The default is English.

Expression Language

A Language may be provided so that the syntax of expressions used in the Diagram can be understood.

Query Language

A Language may be provided so that the syntax of queries used in the Diagram can be understood.

Description

A text box where you can enter information describing or defining the project. Right-click text to open a shortcut menu. You can cut, copy, paste, and delete selected text within the Description text box. You can paste plain text from external applications.   You can undo any action and you can select all text by pressing Ctrl+A.   The following formatting options are available for the text: Bold, Italics, Underscore, and Strikethrough. You can also change the font color as well as the background color.

Notes

A text box where you can annotate the element with additional information. Right-click text to open a shortcut menu. You can cut, copy, paste, and delete selected text within the Notes text box. You can paste plain text from external applications.   You can undo any action and you can select all text by pressing Ctrl+A.   The following formatting options are available for the text: Bold, Italics, Underscore, and Strikethrough. You can also change the font color as well as the background color

Pools

Name

Displays the name of all the pools in the diagram.

Boundary Visible

Indicates whether the pool is visible on the diagram.

Edit Pool

Click ICON EDIT PROPERTIES.png to open the Edit Pools Property View.

Edit Pools Property View

When you click the Edit Pool icon, an additional Property View opens.

Property View Description

General

Name

Label that appears for a pool both in the Model View tree and in the diagram.

Categories

You can add one or more defined Categories that can be used for purposes such as reporting and analysis

Participant

You must define the Participant for a Pool. The Participant can be either a Role or an Entity. This defines the role that a particular Entity or Role the Pool will play in a Diagram that includes collaboration.

Process

When you click ICON PROCESS.png an additional property view opens displaying the Process properties for the selected diagram.

Boundary visible

This attribute defines if the rectangular boundary for the Pool is visible. Only one Pool in the Diagram may have the attribute set to False.

Linked steward or business unit

Click the drop-down arrow to display a list of available stewards and business units that can be linked to a pool.

Description

A text box where you can enter information describing or defining the project. Right-click text to open a shortcut menu. You can cut, copy, paste, and delete selected text within the Description text box. You can paste plain text from external applications.   You can undo any action and you can select all text by pressing Ctrl+A.   The following formatting options are available for the text: Bold, Italics, Underscore, and Strikethrough. You can also change the font color as well as the background color.

Notes

A text box where you can annotate the element with additional information. Right-click text to open a shortcut menu. You can cut, copy, paste, and delete selected text within the Notes text box. You can paste plain text from external applications.   You can undo any action and you can select all text by pressing Ctrl+A.   The following formatting options are available for the text: Bold, Italics, Underscore, and Strikethrough. You can also change the font color as well as the background color

Lanes

Name, Description

Displays the name and description of the lane(s) within the selected pool. You have the following functions available:   Create Lane: Adds another lane to the pool. If you opened the Property View from the Model View, the new lane appears in the Model View tree. If you opened the Property View from the presentation element, the new lane appears both in the Model View tree and in the Diagram View.   Edit Lane: Opens a Property View for the selected lane where you can make changes to the properties for that lane. Notice that the Appearance tab is not available on this page.   Delete Lane: Delete the selected lane from this Property View.

Create Lane

Click ICON CREATE LANE.png to create a new lane.

Edit Lane

Select a lane in the list box and click Edit (ICON EDIT PROPERTIES.png). The Lane property view for the selected lane opens.

Delete Lane

Delete a selected lane by clicking ICON DELETE.PNG. The lane is immediately deleted without a warning.

Move Lane Up

Move the selected lane up in the grid.

Move Lane Down

Move the selected lane down in the grid.

Links

Add Link

Opens the Create Link wizard. This wizard allows you to create conceptual or usage links between elements.

Edit Link

Opens the property view for the selected link.

Delete Link

Deletes the selected link (either the link or the link target).

Show Selected Links on Active Diagram

Once you have created a link in the Diagram View, click this icon to display the links for the selected object in the diagram.

Expand All

Expands all the nodes in the tree.

Collapse All

Collapses all the nodes in the tree.

Refresh Links

Updates all the nodes in the Link Report.

Usage (CRUD)

Usage

The header displays the name of the linked element and the status of the filter (on or off). Receivers: Displays a list of the elements with usages (receivers). You can select multiple receivers in this list and delete all the receivers that are selected. Usage: Displays the usage setting (C, R, U, D). You can change the Usage attributes in this column and this change is reflected in the diagram. For example, you can change a C (Create) type to a U (Update) type. Usage Description: Displays the information entered in the Description text field for the target object of the usage. For example, if a usage was drawn between a task and a Data Store object, the description of the Data Store object is displayed. If there are no links or all the links have been filtered out, you are given the information that “No usages have been defined for this element” in the Receivers column.

Add Usage

Opens the Create Usage wizard where you can create a new usage.

Edit Usage

ICON EDIT PROPERTIES.PNGWhen you select a Receiver in the table, the edit option becomes available. Click this to open the Usage edit tab where you can edit the name of the usage. The default name is “Usage”. You can also change the usage settings (Create, Read, Update, and Delete).

Delete

ICON DELETE.PNGWhen you select a Receiver in the table, the delete option becomes available. This action removes the selected receiver from the usage.

Show Selected Usages

When you select a Receiver in the table, the Show Selected Usages option (ICON SHOW SELECTED USAGE.PNG) becomes available. Click this icon to display the usage for the selected receiver in the diagram, including the usage settings.

Filter Receiver Types

Opens the Usage Report Filter dialog where you can select the types of objects you want included in the Usage Report.

Export Usage Report

You can export the Usage (CRUD) reports in the following formats: CSV, HTML, PDF, and RTF

Print

Opens the Print dialog where you can select a printer, set preferences, select a page range and number of copies and then print.

Refresh Usage

Updates all the nodes in the Usage Report.

Impact Analysis

Filter Designation

Indicates whether a Filter has been set for the Impact Analysis Report. Two icons are displayed to the left of the Filter Designation indicator:   Click ICON FILTER TREE.PNG to display the impact analysis information in a tree format.   Click ICON FILTER TABLE.PNG to display the impact analysis information in a table format.

Create Impact Analysis Diagram

Once you create a link you can create a diagram that is a graphical representation of that link.

Filter

Opens the Impact Analysis Filter dialog

Export

You can export and save the Impact Analysis report in the following file formats: CSV, HTML, PDF, and RTF.

Print

Opens the Print dialog where you can select a printer, set preferences, select a page range and number of copies and then print.

Expand All

Expands all the nodes in the tree.

Collapse All

Collapses all the nodes in the tree.

Refresh

Updates all the nodes in the Impact Analysis Report.

The table below describes the Properties fields available for Conceptual Model Diagrams:.

Property View Description

General

Name

Label that appears for an element both in the Model View tree and in the diagram. You can edit this label.

Location

Displays the path where the diagram file, with the file extension of .edsb, is stored.

ER/Studio BA Version

Displays the version number of ER/Studio BA

Description

A text box where you can enter information describing or defining the project. Right-click text to open a shortcut menu. You can cut, copy, paste, and delete selected text within the Description text box. You can paste plain text from external applications. You can undo any action and you can select all text by pressing Ctrl+A. The following formatting options are available for the text: Bold, Italics, Underscore, and Strikethrough. You can also change the font color as well as the background color.

Notes

A text box where you can annotate the element with additional information. Right-click text to open a shortcut menu. You can cut, copy, paste, and delete selected text within the Notes text box. You can paste plain text from external applications.   You can undo any action and you can select all text by pressing Ctrl+A.   The following formatting options are available for the text: Bold, Italics, Underscore, and Strikethrough. You can also change the font color as well as the background color