Modeler User Guide Bizagi

Bizagi Modeler
User Guide
Table of Contents
Part I Welcome to Bizagi Modeler 8
Overview ................................................................................................................................... 9
Standards support ................................................................................................................................... 10
Multilanguage support
................................................................................................................................... 10
Training and support................................................................................................................................... 12

Related Products ................................................................................................................................... 13
Part II Getting Started 15
System Requirements
................................................................................................................................... 16
Install Bizagi Modeler................................................................................................................................... 17

Silent installation .......................................................................................................................................................... 22
Register to join the community

................................................................................................................................... 32
Saving Models ................................................................................................................................... 35
User Interface explained

................................................................................................................................... 37
Toolbar .......................................................................................................................................................... 38
Ribbon .......................................................................................................................................................... 39
Maximizing the workspace ......................................................................................................................................................... 53
Palette .......................................................................................................................................................... 55
Activities ......................................................................................................................................................... 55
Events ......................................................................................................................................................... 57
Gateways ......................................................................................................................................................... 63
Data ......................................................................................................................................................... 64
Artifacts ......................................................................................................................................................... 64
Swimlanes ......................................................................................................................................................... 65
Connectors ......................................................................................................................................................... 65
Element properties .......................................................................................................................................................... 67
View options .......................................................................................................................................................... 67
Presentation mode and Presentation actions......................................................................................................................................................... 70
Copyright © 2002-2016 Bizagi. All rights reserved. 2

2
The Pie Menu .......................................................................................................................................................... 78
Part III Modeling a Process 80
Creating a process ................................................................................................................................... 81
Video example: Creating a process

................................................................................................................................... 88
Editing a process ................................................................................................................................... 88
Sub-processes ................................................................................................................................... 97
Converting to reusable sub-process
.......................................................................................................................................................... 101
Sub-process types .......................................................................................................................................................... 104
Organizing your model

................................................................................................................................... 105
Model organization example .......................................................................................................................................................... 114
Improving look and feel

................................................................................................................................... 120
Colors, sizes and shading

................................................................................................................................... 126
Printing large diagrams

................................................................................................................................... 141
Part IV Documenting a process 146
Documenting each element

................................................................................................................................... 147
Using Rich Text Format .......................................................................................................................................................... 149
Spelling review .......................................................................................................................................................... 155
Defining Gateway conditions

................................................................................................................................... 157
Defining Resources ................................................................................................................................... 159

Extending your documentation
................................................................................................................................... 164
Extended Attributes type .......................................................................................................................................................... 166
Example: Add a Table Extended Attribute
.......................................................................................................................................................... 168
Managing Extended Attributes .......................................................................................................................................................... 171
Sharing Extended Attributes between elements
.......................................................................................................................................................... 172
Exporting and Importing Attributes between Models
.......................................................................................................................................................... 174
Video example: Documenting your process

................................................................................................................................... 176

Using Artifacts ................................................................................................................................... 176
Company logo ................................................................................................................................... 185
Part V Generating Documentation 188
Publish or Export ................................................................................................................................... 189
Publish in Word ................................................................................................................................... 190

Document Template .......................................................................................................................................................... 199
Publish in PDF ................................................................................................................................... 201
Publish in Excel ................................................................................................................................... 208
Publish to Web ................................................................................................................................... 217

Customize styles in Web .......................................................................................................................................................... 230
Publish from the command prompt

.......................................................................................................................................................... 235
Publish to Wiki ................................................................................................................................... 239
Publish to SharePoint
................................................................................................................................... 249
Exporting to XPDL ................................................................................................................................... 260
Exporting diagrams ...................................................................................................................................

as Image 261
Exporting to Visio ................................................................................................................................... 264
Exporting to BPMN ................................................................................................................................... 267

Documentation Portal
................................................................................................................................... 270
Creating a Documentation Portal..........................................................................................................................................................
(step by step) 275
Part VI Modeler Collaboration Services - MCS 294
Cloud basics ................................................................................................................................... 297

MCS Plans .......................................................................................................................................................... 299
Enterprise Plan ......................................................................................................................................................... 302
Workgroup Plan ......................................................................................................................................................... 303
Pricing and Billing info ......................................................................................................................................... 310
Workgroup Trial ......................................................................................................................................... 314
Personal plan ......................................................................................................................................................... 319
Signing in to Cloud .......................................................................................................................................................... 320

4
Signing in with a personal e-mail ......................................................................................................................................................... 321
Signing in with a corporate e-mail ......................................................................................................................................................... 331
Azure AD configuration and technical details ......................................................................................................................................... 339
ADFS configuration and technical details ......................................................................................................................................... 346
Uploading or saving models to Cloud

.......................................................................................................................................................... 359
Editing Cloud Models .......................................................................................................................................................... 366

Deleting a Cloud Model .......................................................................................................................................................... 377
Bizagi Cloud website................................................................................................................................... 382

Enterprise Plan Website .......................................................................................................................................................... 382
Process Models View ......................................................................................................................................................... 384
Diagrams and Folders ......................................................................................................................................... 390
Current Diagram view ......................................................................................................................................... 395
Personal and Workgroup Plan Website
.......................................................................................................................................................... 400
Models View ......................................................................................................................................................... 401
Diagrams and Folders ......................................................................................................................................... 407
Current Diagram ......................................................................................................................................... 411
Sharing and collaborating

................................................................................................................................... 417
Sharing permission levels .......................................................................................................................................................... 425
Comments on models .......................................................................................................................................................... 427
Collaboration example ......................................................................................................................................................... 428
Collaboration levels ......................................................................................................................................................... 433
Process compliance ...................................................................................................................................

- My Process 435
User Management ................................................................................................................................... 441
Advanced Search ................................................................................................................................... 448
Offline Cloud Collaboration

................................................................................................................................... 451
Attachments in the Cloud

................................................................................................................................... 454
Part VII Importing diagrams 464
Import diagram from Visio

................................................................................................................................... 465
Import diagram from XPDL

................................................................................................................................... 470
Import diagram from BPMN

................................................................................................................................... 473
Part VIII Simulation 476

What is simulation ................................................................................................................................... 477
Simulation in Bizagi ................................................................................................................................... 477

Simulation levels .......................................................................................................................................................... 483
Level 1 - Process Validation ......................................................................................................................................................... 486
Level 2 - Throughput time analysis ......................................................................................................................................................... 498
Level 3 - Resource analysis ......................................................................................................................................................... 510
Level 4 - Calendar analysis ......................................................................................................................................................... 529
Configure Simulation .......................................................................................................................................................... 539
Scenarios .......................................................................................................................................................... 541
What If analysis ................................................................................................................................... 544
What if analysis example .......................................................................................................................................................... 546
Part IX Process Execution 552
Guidance for automation

................................................................................................................................... 560
Video: Bizagi BPM Quicktour

................................................................................................................................... 566
Part X Advanced topics 567
Interaction between...................................................................................................................................
processes 568
Example: Interaction between processes
.......................................................................................................................................................... 572
Message Flow connection rules .......................................................................................................................................................... 575
Alignment features between processes
.......................................................................................................................................................... 576
On-premise Collaboration
................................................................................................................................... 580
Collaborative process modeling .......................................................................................................................................................... 580
Example of collaboration .......................................................................................................................................................... 585
Collaboration levels .......................................................................................................................................................... 590
Offline collaboration .......................................................................................................................................................... 592
Conflicts resolution .......................................................................................................................................................... 595
Using Categories .......................................................................................................................................................... 600

User profiles .......................................................................................................................................................... 604
Saving as non-collaborative file .......................................................................................................................................................... 606
Force unlock .......................................................................................................................................................... 608
Long lasting transactions

................................................................................................................................... 610
6
Part XI FAQ 615
General FAQs ................................................................................................................................... 617
Best practices in modeling

................................................................................................................................... 619
Diagramming and documenting FAQs

................................................................................................................................... 630
Sharing documentation FAQs

................................................................................................................................... 634
Troubleshooting FAQs
................................................................................................................................... 636
Part XII Process Xchange 645
Part XIII Disclaimer 650

Part I
Welcome to Bizagi Modeler
Welcome to Bizagi Modeler
Overview
About Bizagi Modeler
Bizagi Modeler is a business process modeling and documentation tool. The Modeler enables you to
visually diagram, model and document business processes in industry-standard BPMN (Business
Process Model Notation). BPMN is a worldwide accepted format for process modeling.
You are able to publish high quality documentation in Word, PDF, SharePoint or Wiki. Processes can be
easily imported from and exported to Visio or XML, and other tools. The Modeler’s IntelliSense (smart
code completion) coupled with its unique look and feel allows you to quickly and easily map and
document, without the delay of validation routines.
Each file is referred to as a model and may contain one or more diagrams.
A model can refer to a whole organization, a department or a specific process depending on your
needs. Multiple diagrams are positioned as individual sheets (tabs) within your model. You are able to
navigate between diagrams in your model by selecting the associated sheet tab located at the bottom
of the model.
You can choose between storing your models On-premise or in the Cloud.
· Models stored On-premise are saved in your own desktop or a file server in your Company, as a
.bpm file extension.
· Models stored in the Cloud are hosted by Bizagi, giving the freedom to collaboratively design your
processes online and manage them at your convenience.

About Process Modeling
Process modeling is a method to analyze, design and diagram a business process flow. Modeling a
process in an iterative, clear, transparent and straightforward way will enable you to understand,
analyze and make a positive change to the business process.
Standards support
Support for BPMN 2.0
Business Process Model and Notation, or BPMN, is a graphical notation created to provide a unified
language of worldwide acceptance. It is used to specify business processes, defined by the Object
Management Group (OMG).
Since joining the group in 2007, Bizagi continues to be an active member of the group within the OMG
that is in charge of defining the BPMN standard.
Bizagi Modeler supports the current version, BPMN 2.0.
For more information, see http://www.omg.org/spec/BPMN/2.0
Support for XPDL 2.2

The XML Process Definition Language, or XPDL, is a standard format to interchange business process
definitions between different workflow products.
XPDL provides a file format that supports every aspect of the BPMN process definition notation,
including graphical descriptions of the diagram, as well as executable properties used at run time. This
format is standardized by the Workflow Management Coalition (WfMC).
Bizagi Modeler supports the current version, XPDL 2.2.
For more information, see www.wfmc.org/standards/xpdl
Multilanguage support
Overview
Bizagi Modeler is multilingual, and the user interface supports the following languages:
· English
· Spanish
· German
· French
· Portuguese
· Russian
· Chinese (simplified)
· Dutch
· Italian
· Japanese

Install Bizagi Modeler in your preferred language
At the start of the Bizagi Modeler installation, you will be prompted to select the language of your
preference. Once selected, all text will be displayed in the chosen language throughout installation and
use of the product.
You can change the language at any time

Once Bizagi Modeler is installed you are able to change the displayed language at any time. Select a
language from the Language drop-down list, located inside the gear in the upper right corner of the
Modeler. For the change to take effect, please restart Bizagi Modeler.

Training and support
Bizagi Modeler offers several types of support to help you with process modeling and documentation.
These are located on the Help tab.
Video Tutorials
Learn how to use Bizagi Modeler through short and explanatory videos
and discover new features.
Please refer to our Video Tutorials site
Online training and support

Discover how to capture and transform a process to benefit your business.
We offer self-paced training courses online free of charge.
Please refer to our e-learning web site

Support Forums
We offer free support forms where your questions are answered
promptly.
Also, opinions and ideas can be shared with our community that is growing
by the day.
To access our support forums you will need to register.
Please refer to our Forums site
Free Process Xchange

Access, download and use our collection of templates containing the best
practices of many common processes used within organizations.
Bizagi process templates are ready to use and executable processes that
you can use to boost
performance in your organization. Feel free to customize them to your
particular needs.
Again, we welcome your opinion and suggestions, which can be made, once
registered.
Please refer to our Process Xchange
Help
Online help contains the knowledge you will need to diagram, document
and produce your processes. Feel free to browse through all the
documentation. We welcome any of your comments via the Feedback
option.
The user guide can also be downloaded, for offline use, by selecting the
Download Help option which saves the file as a PDF document.
Related Products
Bizagi BPM Suite is composed by three products: Bizagi Modeler, Bizagi Studio and Bizagi Engine
Once you are finished modeling your processes with Bizagi Modeler, Bizagi Studio and Bizagi Engine
will provide you the necessary to automate your processes and transform them into an executable
system.
Bizagi Studio allows you to enter all the necessary information for process execution: standard time,
costs, user interfaces, business rules, etc. This information is stored as a model in a database and used
at runtime by Bizagi Engine for process execution through a work portal for end users.

With the Bizagi Modeler, Bizagi Studio and Bizagi Engine, you have complementary products that
make up the Bizagi BPM Suite Solution:
Please click for more information about our BPM Suite

Part II
Getting Started
Getting Started
The following chapters will get you started with your Model.
System Requirements
The following are the minimum requirements to install Bizagi Modeler
Operating systems
· Windows 10
· Windows 8.1 / Windows 8
· Windows 7
· Windows Vista
· Windows Server 2012
· Windows Server 2008 R2 / 2008
In Modeler versions 2.10 or above, the following Operating systems will not be supported
· Windows Server 2003
· Windows XP
Software
· Microsoft .NET Framework 4.6.1 Download the .NET Framework
· Internet Explorer 9 or higher
In Modeler versions 2.10 or above, the following browsers will not be supported
· Internet Explorer 8
Hardware
· Processor: 1 gigahertz (GHz). 32-bit (x86) or 64-bit (x64)
· Memory: 1 gigabyte (GB) RAM (32-bit) or 2 GB RAM (64-bit)
· Hard drive: 50 MB available hard disk space
· Display: 800 x 600 or higher resolution
To view documentation and work in the Cloud

· Microsoft Edge, Internet Explorer (10, 11), Chrome or Mozilla Firefox.
· Microsoft Word 2013, 2010, 2007
· Microsoft Excel 2013, 2010
· Microsoft Visio to import: 2016, 2013, 2010, 2007, 2003. To export: 2010, 2007, 2003.
· Microsoft Office SharePoint Server 2010/2007 and SharePoint Services 3.0
· MediaWiki 1.14 to 1.22 Please see further Wiki requirements

In Modeler versions 2.10 or above, the following browsers will not be supported
· Internet Explorer 9 or above.
Install Bizagi Modeler

Overview
Bizagi Modeler is a freeware application that you can download from the internet and use in a
desktop or laptop.
To install Bizagi Modeler run the installer with local admin rights, located on our web portal in
Downloads under the Products menu.
Once loaded, select the language for installation from the drop-down list.
Click the Next button to allow the installation wizard to guide you through the process.

To continue, you will need to read the terms of the license agreement.
If you accept the terms, select the I accept the term of the license agreement option and click the Next
button to continue the installation.
Otherwise, select the I do not accept the terms of the agreement option and click the Next button, and
the tool will not install.

Select the folder where Bizagi Modeler will be installed.
The default folder shown can be changed by clicking the Browse button, selecting a new folder, and
then clicking the Next button.

Click the Install button to start the installation process.

When the installation process is finished, click the Finish button.
A shortcut will be created on your desktop to allow easy access to the application.

Silent installation
Overview
Bizagi Modeler is a freeware application that you can download from the internet and use in a
desktop or portable computer.
When deploying Bizagi Modeler to several terminals or workstations (i.e, an unattended/silent
installation done by a system administrator), you may follow either of the 2 alternatives presented in
this section.
The first alternative considers creating an .msi file, compliant to be run with msiexec or system
management software such as Microsoft's SCCM.
The second alternative considers recording an installation to create an .iss file, so that a massive
deployment considers such pre-configuration.
Before you start

Note that Bizagi Modeler is available as a .exe installer, presented as BizagiModelerSetup_x64.exe, or
BizagiModelerSetup_x86.exe for either a 64-bit or 32-bit architecture respectively.
Before running a silent installation over a network, ensure that you have considered the adequate
architecture of the workstations involved.
Alternative #1
In most modern Windows operating systems, you may also rely on Windows Installer command line
tools such as msiexec or use system management software such as SCCM to deploy the installation.

Bizagi Modeler installer relies on InstallShield, and so through its options, you would create an .msi file
which is compatible with msiexec as described in its official documentation at
https://technet.microsoft.com/en-us/library/cc759262(v=ws.10).aspx.
For this alternative, you would use an administrative Installation and carry out the following:
1. Use a command prompt to create Bizagi Modeler.msi

Use the following options to create the msi file:
[Bizagi_Installer] /v"/a
Consider:
· [Bizagi_Installer]: Should be replaced by the location of Bizagi Modeler's .exe installer, including the
full path to this file.
The name of the installer should be BizagiModelerSetup_x64.exe or BizagiModelerSetup_x86.exe according
to your scenario.
For further information on these options, refer to
http://helpnet.flexerasoftware.com/installshield22helplib/installshield22helplib.htm.
This command starts an assisted procedure to unpacks the installer's content into an .msi, and so you
should specify a network location while carrying out the assisted steps:

When done, you will be able to locate Bizagi Modeler.msi at the network path as specified during the
assisted steps:
2. Deploy the installation by relying on the MSI file

Use msiexec and its switches to run Bizagi Modeler.msi from the network path, while using
ISSETUPDRIVEN=1 in order to avoid pop-ups, as follows:
MsiExec.exe /i "[Network_location]\Bizagi Process Modeler.msi" ISSETUPDRIVEN=1 /qb
Consider:
· [Network_location]: Should be replaced by the network path as specified during the assisted steps
(where Bizagi Modeler.msi is at).
After a successful installation, Bizagi Modeler will be presented as an installed program and display its
shortcut:
In addition to the above, you may verify a successful procedure by locating the appropriate logs at
the event viewer, or rely on the verbose log to troubleshoot.

Similarly and for uninstall options as provided by msiexec switches, you may use -x instead of -i.
Note that you do not need to uninstall Bizagi Modeler when upgrading to a newer release. By
running the installer of the newer version (with appropriate configuration), Bizagi Modeler will
uninstall existing versions.
Alternative #2
Bizagi Modeler installer relies on InstallShield and so, through command line options you may create an
.iss file to make use of a pre-configured installation.
To do so, carry out the following:
1. Use a command prompt to record the installation (creates an ISS file)

Use InstallShield 's switches such as /r, /f1 and optionally /verbose (most useful to troubleshoot), to
record the configuration for a Bizagi Modeler installation as follows:
[Bizagi_Installer] /r /f1"[Output_ISS]" /verbose"[Output_Log]"

Consider:
full path to this file (ideally a shared drive).
to your scenario.
· [Output_ISS]: Should be replaced by the location where you want to create the ISS configuration file,
including how you want to name this file.
Usually when this option is left unspecified, the ISS file will be created as C:\Windows\setup.iss.
· [Output_Log]: Should be replaced by the location where you want to store a verbose log, including
how you want to name this file.
Consider:
· A full path for all options above is recommended (not using relative paths).
· You may also use quotes for such paths, in order to avoid issues when these have blank spaces.
· No blank spaces should be left between the option and its path value.

Once the command is entered, follow regular steps of an assisted installation as presented by the
wizard and instructed at Install Bizagi Modeler:

When finished, you may leave the Launch Bizagi Process Modeler checkbox unmarked so that Bizagi
Modeler is not started right away:
After a successful procedure, Bizagi Modeler will be presented as an installed program and display its
shortcut:

In addition to the above, you may verify a successful procedure by locating the appropriate logs at
the event viewer, or rely on the verbose log to troubleshoot.
2. Deploy the installation by relying on the ISS file

Use InstallShield 's switches such as /s, /f1 and optionally /verbose , to run a silent installation of Bizagi
Modeler as follows:

[Bizagi_Installer] /s /f1"[ISS_file]" /verbose"[Output_Log]"
Consider:
full path to this file (ideally a shared drive).
to your scenario.
· [ISS_file]: Should be replaced by the location where you created the ISS configuration file as in a
previous step.
· [Output_Log]: Should be replaced by the location where you want to store a verbose log, including
how you want to name this file.
Consider:
· A full path for all options above is recommended (not using relative paths).
· You may also use quotes for such paths, in order to avoid issues when these have blank spaces.
· No blank spaces should be left between the option and its path value.

Note that this silent installation will create a setup.log file at the local path.

After a successful silent installation, the process exits with a 0 (zero) error status code. Alternatively, you
may rely on the verbose log to troubleshoot:
You may also verify a successful installation by locating the appropriate logs at the event viewer:

Similarly and for uninstall options as provided by InstallShield switches, you may use the following.
· To record the uninstall:
[Bizagi_Installer] /uninst /r /f1"[Output_ISS]" /verbose"[Output_Log]"
· To run it in an unattended manner:

[Bizagi_Installer] /uninst /s /f1"[ISS_file]" /verbose"[Output_Log]"
Note that you do not need to uninstall Bizagi Modeler when upgrading to a newer release. By
running the installer of the newer version (with appropriate configuration), Bizagi Modeler will
uninstall existing versions.
Register to join the community

Overview
Bizagi Modeler will prompt you a window to allow you to join our community and be able to access all
our free online resources and help you in your BPM journey.
By registering you obtain the following benefits:
· Access to Bizagi Modeler, free of charge
· Free Online support
· Expert advice
· Free documentation
· Video tutorials
New members
If you are not a member you can click the Join today button, or register using an existing Microsoft or
Google account.

Using the Join today button, you will be redirected to the registration form in our website. There, you
must enter your business email and then click Send Code.
We will send an email to the provided address containing a verification code. This code will expire in 24
hours.
Enter the verification code to enable the fields below. Fill-in the registration information.

Once you have complete the information, click on I AGREE, REGISTER in order to create your account; By
registering, you agree to Bizagi's Terms of Use.
If you registered using your Microsoft or Google account, you will be prompted to allow Bizagi to have
access to your email address and your basic profile information.

Once you grant permissions to Bizagi Accounts, you will be redirected to Edit your Profile window in
order to complete your Profile information and finish your registration.
Already a member
Being a member, click on Login in the first image above or use your Microsoft or Google account.
Your credentials will be verified, and the login window will no longer be displayed. Remember that
registering gives you access to all our free resources.
To close your account, log into Bizagi.com and go to Edit my account. Scroll down to the bottom of the
page and click Close account.
We respect your privacy. Please review our Privacy policy.
Saving Models
Overview
Models created in Bizagi Modeler can be saved locally or in our Cloud service (paid for). Bizagi
Modeler in the Cloud is a subscription-based cloud service that offers visibility and management of
business processes. Storing your models in the Cloud give you Global access: Your models – and all
associated documentation – is stored in a secure cloud based central repository, enabling access and
editing rights using Bizagi Modeler with all its power. For more information refer to Bizagi Modeler
Collaboration Services.

Local Models
Bizagi Modeler has two main file types, differentiated by the file extension:
· .bpm, the file format used to save a Bizagi Modeler file On-premise or in the Cloud.
· .bpmc, the file format used to save diagrams for Team Collaboration Mode, when working On-
Premise.
Team Collaboration allows collaborative process improvement and execution. Teams can participate
simultaneously in the definition of a process, thereby enhancing business performance.
Click On-premise Team Collaboration for further information.
To save a model click Save or Save As on the File tab in the upper left corner or click the disk image
on the Toolbar.

User Interface explained
Bizagi Modeler has a very simple, easy and intuitive interface.
It has five main elements; namely, Toolbar, Ribbon, Palette, Element Properties and View.

Toolbar
Overview
The Toolbar contains quick access commands to a subset of any menu within Bizagi Modeler.
The default commands can be customized at anytime.
To adjust the Toolbar click on the drop-down list on the right and select Customize Quick Access
Toolbar which will allow you to add or remove any item.
Select a menu option from the drop-down menu and click the Add or Remove buttons to alter to your
preference.

Ribbon
Overview
The Ribbon contains the main controls to manage each Process Model. These are organized into
different tabs, and are described below.
Home tab
The following is the Home tab displayed when a user first opens Modeler, and when working on local-
stored models.
MENU
SUB OPTION DESCRIPTION
OPTION
Insert the current contents of the clipboard into the

Paste
diagram.
Clipboard
Remove the selection from the diagram and put it on the
Cut
clipboard.

MENU
OPTION
Copy the selection from the diagram and put it on the

Copy
clipboard.
Diagrams Open the diagram browser.
Turn your Process into a running applications. Visit

Run Workflow
www.bizagi.com
Bizagi Modeler allows simulation your business

processes under the BPSim (Business Process Simulation)
Simulation View
Model to support decision making and boost their continuous
improvement.
Add, edit or remove resources. These are the roles,

Resources
systems or people that execute activities.
Validate Check for modeling errors on the active diagram.
Info Show the diagram information.
Allows to save the Model in Cloud or locally.

Save as
Learn more about storing in Bizagi Cloud.
Allows to share your model using the Bizagi Cloud

Bizagi Cloud services. When the user is NOT logged in to Cloud or
working on a model not owned by him/her, this option
Share
will display a pop-up windows allowing the user to Start
a free trial or learn more about Modeler Collaboration
Services.
Font Change the font face.
Font Size Change the font size.
Grow Font Increase the font size.
Shrink Font Decrease the font size.
Bold Make the selected text bold.

Formatting
Italic Italicize the selected text.
Underline Underline the selected text.
Strikethrough Draw a line through the middle of the selected text.
Font Color Change the color of the text.
Shading Color the background behind the selected text.
Text alignment Change the alignment of the text.

MENU
OPTION
Clear Formatting Remove custom formatting, leaving only the plain text.
Find Find text in the model.
Editing Select Select elements in the diagram.
Clear formatting from selected elements or delete

Delete
selected elements
Open the spell-check feature to proof text entered in the

Review Spelling process and documentation.
View more information about the Spelling review option.
Bizagi Suite Learn more about Bizagi's BPM Suite

Discover
Online Courses Provide access to E-Learning sites.
Home tab changes slightly when a user works on Model stored in Bizagi Cloud.
A new menu and a new set of options under Bizagi Cloud menu are displayed. Options will be enabled
or disabled depending on whether the user is the owner of the model or not.
MENU
OPTION
Allows to share your model using the Bizagi Cloud

Share services. This option is available when the user is the
owner of the current model.
Properties Opens the Cloud model properties
Opens a window to chose diagrams of the current model

Bizagi Cloud Work Offline
to be available to work offline.
Enables an offline model to be back online, after being

Work Online
offline, to synchronize all changes.
Opens a new browser taking the user to Bizagi.com and

bizagi.com
display all models stored in Bizagi Cloud.

MENU
OPTION
Locks the diagram in other to avoid other Editors to

Check Out perform changes. This option is available when the
diagram is Read Only.
Releases the diagram in other to let other Editors to

Check In perform changes. This option is available when the
Diagram
diagram is being editing by you.
Opens the Comments panel in order to let the users to

make comments, This option is not available when the
Comments
user is the owner of the current model and has a
Personal Plan.
Format tab
MENU SUB OPTION SUB OPTION

OPTION
Align selected elements. It is possible to align them to

Align
the top, bottom, left and right of the diagram.
Align Horizontal Align the selected items horizontally.
Align Vertical Align the selected items vertically.

Layout
Distributes selected elements with even horizontal spaces
Distribute horizontally
between them.
Distributes selected elements with even vertical spaces

Distribute vertically
between them.
Font Change the font face.
Font Size Change the font size.

Formatting
Grow Font Increase the font size.
Shrink Font Decrease the font size.

Bold Make the selected text bold.
Italic Italicize the selected text.
Underline Underline the selected text.
Strikethrough Draw a line through the middle of the selected text.
Font Color Change the color of the text.
Shading Color the background behind the selected text.
Text alignment Align text: center, left and right.
Clear Formatting Remove custom formatting, leaving only the plain text.
View Tab
MENU OPTION SUB OPTION DESCRIPTION
View Lock Locks/ unlocks the diagram for editing (read-only).
Zoom In Enlarge the view of the model.
Zoom Out Reduce the view of the model.
Apply a preset zoom level for quick enlargement or

Scale
reduction of the diagram (100% default).
100% Apply a 100% zoom to the normal diagram size.

Zoom
Scale the page so that the entire diagram fills the viewing
Fit to Diagram
area.
Scale the page so that only the selected elements of the

Zoom to selection
diagram fill the viewing area.

Display a view of the page at a smaller magnification in
Pan
order to browse through the diagram.
Display grid lines for visual reference to aid alignment of

Grid
a diagram's elements.
Change the color mode of the diagram to black and

Black and white
white.
Highlight the diagram elements that contain actions in

Presentation actions
presentation mode.
Show
Fill elements with a background color that gradually
Gradient fill changes from one color to another across the surface of
the element.
Attach a drop shadow to the element. Shadows are

Shadows
attached to the bottom-right corner of the element.
Spelling mistakes Highlight the spelling mistakes found in text.
Automatically aligns an element to the nearest

Align to grid
intersection of lines in the grid.
Alignment
Automatically aligns diagram elements to the grid in
Smart align
relation to one another.
Publish Tab
Generate a Word file of the model and all its

Word
Process documentation.
documentation Generate a PDF file of the model and all its
PDF
documentation.

Generate an Excel file of the model and all its
Excel
documentation.
Generate a Web file of the model and all its

Web
documentation for web browsing.
SharePoint Export and publishes the model to SharePoint.
Wiki Export and publishes the model to Wiki.
Export / Import Tab
MENU SUB OPTION DESCRIPTION

OPTION
Image Export the active diagrams as an image.
Visio Export the model as a Visio file.
Export XPDL Export the model as a XPDL file.
Attributes Save the extended attributes as a XML file.
BPMN Export the model as a BPMN file.
Visio Create a new diagram based on a Visio file.
XPDL Create a new diagram based on a XPDL file.

Import
Attributes Import extended attributes from a XML file.
BPMN Create a new diagram based on a BPMN file.
Tools tab

Shows a list of all attachments uploaded to the opened

Cloud Attachments Cloud model. This option is only available when a Cloud
model is opened.
Shows all the attachments in the model: the element to

Attachments which the attachment relates and the corresponding file
name.
Tools
Shows the count of diagram elements by type. The table
Element Count displays a list of Processes by name, and the number of
Events, Gateways, Sub-processes and Tasks.
Shows the Custom Artifacts Types Manager to create,

Custom artifacts
edit, delete, export and import custom artifacts.
Lists all the categories available in the local Team

Categories
Team collaboration to be managed.
collaboration Enables the possibility to delete all comments in the local
Delete comments
Team collaboration.
Help tab

OPTION
Help Help Displays this User Guide.

Video tutorials Guides you to Bizagi's video tutorials.
Support forums Access to the online support forums.
Access to the Bizagi's Process XChange process

Process Xchange
templates and discussion forums.
Register Bizagi Modeler community registration.

Community A link that enables you to share Bizagi Modeler with
Tell a Friend
clients, colleagues and friends.
Takes you to a short tour through the main features of

Take a tour
Bizagi.
About Release notes Information on the current release.
About Information about Bizagi Modeler.
File - New

OPTION
New Blank Model Creates a new blank model.
File - Open

OPTION
Lists all Models, stored locally or in Bizagi Cloud, to be

Recent Models
opened.
Open Enables the option to open an existing Bizagi Cloud

Bizagi Cloud
Model.
Local Models Enables the option to open an existing Local Model.
File - Print

Selects a printer, number of copies and other printing

Print
options in order to print your diagram.
Immediately prints the active diagram to the default

Print Quick Print
printer.
Onscreen preview of the diagram in print layout mode,

Print Preview
allowing layout modifications prior to printing.
File - Save & Publish

Send as Send a copy of the model as an attachment in an e-mail

Attachment message
Send Using E-
Mail Send as Image Send the model as images in an e-mail message.
Send as XPDL Send the model as an XPDL file in an e-mail message.
Generate a Word file of the model and all its

Word
documentation.
Generate a PDF file of the model and all its

PDF
documentation.
Publish
Documentation Generate a Web file of the model and all its documentation
Web
for web browsing.
SharePoint Export and publish the model to SharePoint.
Wiki Export and publish the model to Wiki.
Image Export the active diagrams as an image.
Visio Export the model as a Visio file.
Export to Others XPDL Export the model as an XPDL file.

Formats
Attributes Save the extended attributes as an XML file.
Other Versions Export the model to the 1.6 version of Bizagi Modeler
(Model v 1.6) (.bpm).
File - Options

Hide or show elements on the drawing palette.

Mode Core will enable only the most common BPMN
elements. Extended will enable all BPMN elements.
User Interface
Options Language Change the Bizagi Modeler language.
Enable right to left Enables all text fields to input text from right to left.
writing Specially useful for RTL languages.
Font Define the default font for all diagram elements.

BPMN element
options Launch the wizard that sets the element's default
Configure default sizes
sizes
Custom Artifacts Custom Artifacts Opens the Custom artifacts management window
Displays a warning message when an element

Warn element type
Alerts changes type. Unintentional change of type may
changes

result in data loss.
Displays a warning message when the model (the

.bpm file) has more than 10 diagrams (tabs)
Warn when too many
opened. When there are more than 10 diagrams
tabs are opened
opened the performance of the Modeler might get
affected.

OPTION
General Allow customization of a user-defined logo, once the

Logo
Settings model's documentation is ready for generation.
Extended Import Import the extended attributes from XML file.

attributes Export Export the extended attributes from XML file.

Word Select a Word template (.dot file) to generate Word
Word Templates
Templates documentation.
Maximizing the workspace
Overview
Bizagi allows the Ribbon to be shown or hidden from view.
If you need more room to work, collapse the Ribbon to maximize your workspace and allow the
diagram to fill a larger area of canvas.
For diagrams having a large vertical size (i.e., diagrams containing more than one Pool or many Lanes),
you may choose to rather dock the properties window to the right of the screen (as opposed to the
default location at the bottom of the screen).
To relocate and dock the Element properties window, drag and drop it to the desired position. The
location icon highlights to indicate that the window may be dropped in the target position:

To improve the performance of the Modeler keep less than 10 diagrams (tabs) opened in a Model. The
diagrams opened are displayed at the top, and can be accessed through the small arrows on the right.
To close opened diagrams, right-click any of them and select Close, or Close All. This will not erase
them from the file, this will only close them.
You can delete a diagram by selecting Remove.

Palette
The Palette contains the BPMN graphical elements used to define a process model.
These BPMN graphical elements are described in the following sections:
· Activities
· Events
· Gateways
· Data
· Artifacts
· Swimlanes
· Connectors
Activities
Overview
Activities represent work or tasks carried out by members of the organization. They stand for manual
or automatic tasks performed by an external system or user. Activities can be atomic or non-atomic
(compound) and they are classified into tasks and sub-processes.
Tasks
ELEMENT DESCRIPTION NOTATION
Is an atomic Activity within a Process flow. It is used when

Task the work in the Process cannot be broken down to a finer
level of detail.
Is a typical workflow Task where a person performs the

User Task
Task with the assistance of a software application.
Is a Task that uses some sort of service that could be a

Service Task
Web service or an automated application.
Is a Task designed to wait for a message to arrive from

Receive Task
an external participant (relative to the Process).
Is a Task designed to send a message to an external

Send Task
participant (relative to the Process).
Is a Task that is executed by a Business Process Engine.

Script Task The Modeler defines a script in a language that the
engine can interpret.

Is a Task that is expected to be performed without the aid
Manual Task
of any business process execution or any application.
Offers a mechanism for the Process to provide input to a

Business Rule
Business Rule Engine and get the output of calculations
Task
that the engine might provide.
Tasks may be repeated sequentially, behaving like a

Multi-Instance loop. The Multi-instance Loop iterates a predetermined
Loop number of times. The iterations occur sequentially or in
parallel (simultaneously).
Tasks may be repeated sequentially, behaving like a loop.

This feature defines a looping behavior based on a
Standard Loop
Boolean condition. The Activity will loop as long as the
Boolean condition is true.
Sub-process
A sub-process is a compound Activity that is included within a Process. Compound means that it can be
broken down into lower levels, that is, it includes shapes and elements within it.
Is an Activity which internal details have been

Sub-process modeled using activities, gateways, Events, and
sequence flows. The elements has a thin border.
Identifies a point in the Process where a predefined

Reusable Sub-
Process is used. A reusable Sub-process is called a
process
Call Activity in BPMN. The element has a thick border.
A Sub-process is defined as an Event Sub-process

when it is triggered by an Event. An Event Sub-
Event Sub-process Process is not part of the normal flow of its parent
Process - there are no incoming or outgoing
Sequence Flows.
Is a Sub-process whose behavior is controlled

through a transaction protocol. It includes the three
Transaction basic outcomes of a transaction: Successful
Completion, Failed Completion and Cancel
Intermediate Event.

Is a group of activities that has no REQUIRED
sequence relationships. A set of activities can be
Ad-Hoc Sub-
defined, but the sequence and number of
process
performances for the activities is determined by the
resources of the activities.
Sub-processes may be repeated sequentially,

behaving like a loop.
Standard loop This feature defines a looping behavior based on a
Boolean condition. The activity will loop as long as
the Boolean condition is true.

behaving like a loop.
Multi-Instance
The Multi-instance Loop iterates a predetermined
loop
number of times. The iterations occur sequentially or
in parallel (simultaneously).
Events
Overview
An Event is something that happens during the course of the Process, affecting the Process flow and
normally has a trigger or result.
To make an event a throw or a catch event, right click on it and select Is Throw. This option will enable
or disable its behavior (applies for certain events described below) .
Start Events
Indicates where a particular Process starts. It does

Start Event
not have any particular behavior.
Is used when a message arrives from a participant

Message Start Event
and triggers the start of the Process.
Is used when the start of a Process occurs on a

Timer Start Event
specific date or cycle time (e.g., every Friday)

Conditional Start This type of Event triggers the start of a Process
Event when a condition becomes true.
The start of the Process is triggered by the arrival of

a signal that has been broadcast from another
Process.
Signal Start Event
Note that the signal is not a message; messages have
specific targets, signals do not.
Indicates that there are multiple triggers required to

Parallel Multiple
start the Process. ALL triggers must be triggered
Start Event
before the Process is instantiated.
This means that there are multiple ways of triggering

Multiple Start Event
the Process. Only one of them is required.
Intermediate events
Indicates where something happens somewhere

between the start and end of a Process. It will affect
Intermediate Event
the flow of the Process, but will not start or (directly)
terminate the Process.
Indicates that a message can be sent or received.
If a Process is waiting for a message and it is caught

the Process will continue its flow.
A catch Message Event waits for a message to arrive

Message Event and once the message has been received, the
Process will continue. The Event marker in this
instance will be unfilled.
A throw Message Event sends a message to an

external participant. The filled Event marker is
allocated to the throw message.
Indicates a delay within the Process. This type of

Timer Event Event can be used within the sequential flow
indicating a waiting time between activities.

The Event indicates an escalation through the
Escalation Event
Process.
Enables the handling of compensations. When used

Compensation Event within the sequential flow of a Process they indicate
that compensation is necessary.
This Event is triggered when a condition becomes

Conditional Event
true.
This Event is used to connect two sections of the

Process.
Link Events can be used to create looping situations
or to avoid long Sequence Flow lines.
If there are two link events on a process (one catch
and one throw) the Modeler will understand they are
Link Event
linked together. If there is one catch and two throw,
the Modeler will understand both throws are
received by the catch. If there are several catch and
throw events the name of the 'pairs' must match for
the Modeler to understand which throw belongs to
which catch.
These Events are used to send or receive signals

within or across the Process. A signal is similar to a
signal flare that is shot into the sky for anyone who
might be interested to notice and then react.
Signal Event
If the Event is used to throw the signal, the signal
Event marker will be filled. Alternatively, the unfilled
Event marker is allocated to catch the message.
This means that there are multiple triggers assigned

to the Event.
Multiple Event
When used to catch the trigger, only one of the
assigned triggers is required and the Event marker
will be unfilled.
This means that there are multiple triggers assigned

Parallel multiple to the Event. Unlike the normal Multiple Intermediate
Event Event, ALL of the assigned triggers are required for
the Event to be triggered.

Intermediate Events Attached to an Activity Boundary
If a message Event is attached to the boundary of an

activity, it will change the normal flow into an
exception flow when a message is received.
Message Event
If the Event interrupts the activity to which it is
attached, the boundary of the Event is solid, if not it
is dashed.
If a Timer Event is attached to the boundary of an

activity, it will change the normal flow into an
exception flow when a cycle time is completed or a
specific time-date is reached.
Timer Event
If the Event interrupts the Activity to which it is
is dashed.
If attached to the boundary of an Activity, the

Intermediate Event catches an Escalation.
Escalation Event
is dashed.
A catch Intermediate Error Event can only be

attached to the boundary of an Activity.
Error Event It reacts to (catches) a named Error, or to any Error if

a name is not specified.
An Error Event always interrupts the Activity to which

it is attached, i.e., there is not a non-interrupting
version of this Event. Thus the boundary of the Event
is always solid.

This Event is used within a Transaction Sub-Process
and must be attached to the boundary of one.
It shall be triggered if a Cancel End Event is reached

Cancel Event within the Transaction Sub-Process. It also shall be
triggered if a Transaction Protocol Cancel Message
has been received while the transaction is being
performed.
A Cancel Event always interrupts the Activity to which

it is attached, i.e., there is not a non-interrupting
version of this Event. Thus the boundary of the Event
is always solid.
When attached to the boundary of an Activity, this

Event is used to catch the Compensation Event. When
it occurs, the compensation activity will be
performed.
Compensation Event
Interrupting a non-interrupting aspect of other
Events does not apply in the case of a Compensation
Event, thus the boundary of the Event is always solid.
If a Conditional Event is attached to the boundary of

an Activity, it will change the normal flow into an
exception flow when a business condition is fulfilled.
Conditional Event
is dashed.
If a Signal Event is attached to the boundary of an

Activity, it will change the normal flow into an
exception flow when a signal is received.
Signal Event
is dashed.

When attached to the boundary of an Activity, it will
change the normal flow into an exception flow when
one of the assigned triggers is caught.
Multiple Event
is dashed.
Unlike the Multiple Event, when attached to the

boundary of an Activity, it will change the normal flow
into an exception flow when ALL of the assigned
Parallel multiple triggers are caught.
Event
is dashed.
End Events
End Event Indicates when the Process ends.
Indicates that a message is sent when the flow has

Message End
ended.
Indicates that an Escalation is necessary when the

Escalation End
flow ends.
Indicates that a named Error should be generated.

All currently active threads of the Process are
Error End
terminated. The Error will be caught by a Catch Error
Intermediate Event.
Is used within a Transaction Sub-Process. It indicates

Cancel End that the Transaction should be canceled and an
alternative flow can be performed.

Handles compensations. If an activity is identified,
Compensation End and it was successfully completed, the activity will be
compensated.
Indicates that a signal is sent when the flow has

Signal End
ended.
This means that there are multiple consequences of

Multiple End
ending the flow. All of them will occur.
Terminate End Ends the Process and all its activities immediately.
Gateways
Overview
Gateways are used to control the divergence and convergence of sequence flows. They determine
ramifications, bifurcations, combinations and merges in the Process. The term “Gateway” implies that
there is a gating mechanism that either allows or disallows passage through the Gateway.
As Divergence: It is used to create alternative paths

within the Process, but only one is chosen.
Exclusive Gateway
As Convergence: It is used to merge alternative
paths.
Represents a branching point in the Process where

the alternative paths that follow the Gateway are
based on Events that occur.
Event Based Gateway
When the first Event is triggered, the path that
follows that Event will be used. All the remaining
paths will no longer be valid.
Is a variation of the Event based gateway and it is

only used to instantiate Processes. One of the Events
Exclusive Event
of the Gateway configuration must be triggered in
Based Gateway
order to create a Process instance. It must have NO
incoming transitions.

Unlike the exclusive Event based Gateway, ALL the
Parallel Event Based Events of the Gateway configuration must be
Gateway triggered in order to create a Process instance. It
must have NO incoming transitions.
As Divergence: is used to create alternative paths

without checking any conditions.
Parallel Gateway
As Convergence: is used to merge alternative paths,
the gateways waits for all incoming flows before it
continues.
As Divergence: is used to control complex decision

points in the Process. It creates alternative paths
within the Process using expressions.
Complex Gateway
As Convergence: Allow continuing to the next point
of the Process when a business condition becomes
true.
As Divergence: represents a branching point where

alternatives are based on conditional expressions.
The TRUE evaluation of one condition does not
exclude the evaluation of the other conditions. All
Inclusive Gateway evaluations of a TRUE condition will be traversed by
a token.
As Convergence: is used to merge a combination of

alternative and parallel paths.
Data
Provides information about how documents, data

Data Objects and other objects are used and updated during the
Process.
Provides a mechanism for activities to retrieve or

Data Store update stored information that will exist beyond the
scope of the Process.
Artifacts
Overview
Please click for further information about Artifacts

Is an Artifact that provides a visual mechanism to

Group
group elements of a diagram informally.
Is a mechanism for a modeler to provide additional

Annotation
information for the reader of a BPMN Diagram.
Enables an image stored on your computer to be

Image
inserted into the diagram.
Displays the diagram properties (author, version,

description), and it is updated automatically with the
Header information contained in those properties.
To edit its information, it is only needed to edit the
diagram's properties.
This Artifact enables rich text to be inserted into the

Formatted Text
diagram to provide additional information.
Helps to define and use your own Artifacts. Artifacts

provide the capability of showing additional
Custom Artifacts
information about the Process that is not directly
related to the flow.
Swimlanes
A Pool is a container of a single Process (contains

the sequence flows between activities).
Pool
A Process is fully contained within the Pool. There is
always at least one Pool.
Is a sub-partition within the Process. Lanes are used

to differentiate elements as internal roles, position,
Lane
department, etc. They represent functional areas that
may be responsible for tasks.
Is a sub-partition within the Process. It can indicate

Milestone
different stages during the Process.
Connectors

A Sequence Flow is used to show the order that
Sequence Flow
Activities will be performed in the Process.
Its used to associate information and Artifacts with

Association Flow Objects. It also shows the activities used to
compensate for an activity.
Is used to show the flow of messages between two

Message Flow
entities that are prepared to send and receive them.
The following is a table that reflects all the possible connections using Message flow. The arrow
pointing upwards shows what CAN be connected. Anything else outside the table should not be
connected using a Message flow.

Element properties
Overview
Element Properties are used to document the process. Each element has its own properties and
depending on the type of element, tabs are displayed with additional information and functionality.
The four available tabs are:
· Basic: contains the basic information including the name, description and important BPMN
information.
· Extended: creates as many elements as required to provide all necessary information to provide for
comprehensive documentation. For further information, refer to Extended Attributes
· Advanced: applies specific BPMN attributes to each shape.
· Presentation Action: defines what will be displayed in Presentation Mode. For further information
refer to Presentation Actions
View options
On the bottom right corner of Bizagi Modeler are view options that help you to navigate through your
process as is shown in the image below.
This menu can be also found on the View tab of the Ribbon.

Zoom 100%
Zooms the model to normal size (100%).
Fit diagram

Zooms the page so the entire diagram fits in the window.
Zoom to selection
Zooms the page so the selected elements fit the window

Pan
Shows the pan window which can be used to navigate through the diagram.
Presentation mode and Presentation actions
Overview

Bizagi allows you to demonstrate your models through the Presentation Mode where a full display view,
in read-only mode is used, similar to the Full screen view in Microsoft products.
In Presentation Mode you can access the main characteristics of your processes, all the documentation
you have included and also add Presentation Actions.
Presentation actions are on-click behaviors that can be defined for each diagram element. Behaviors
are additional information that you can add to each element in order to make the process presentation
more complete, for example you can open a URL, a file, an image or display text.
Presentation Mode and Presentation Actions example

To illustrate the Presentation mode and actions, our example presumes that we have finished our
Purchase Request Process and now have to present it to the Purchase Department Manager.
Apart from showing him the process flow and its content we also wish to show the following items in
the presentation:
· An associated image of a Purchase Request creation

· The Policies for requesting and evaluating quotations
· The text contained in the Rejection notification by clicking on the Notify Rejection element.
The following steps illustrate how we created of Presentation actions and the Presentation Actions
Mode.
Include Presentation Actions

1. We need to activate the presentation actions in order to have them displayed in the Presentation
Mode.
On the View tab, in the Show group,we select the Presentation actions checkbox.

2. To include Presentation actions, we need to select the required diagram element.
We right-click on the Create Purchase Request activity and select Properties from the display menu.

3. On the Presentation Action tab we select Open an image from On Click drop-down list.

4. We click the icon located on the right hand side of the Image field and upload the Create Purchase
Request image.

5. Thereafter we follow the same steps to add the Policies file on the Quotations diagram element. But
instead of selecting Open image, we select Open a file.
6. Finally, we add a Show text action for the last item. For this action we type the text needed to be
displayed.

Use Presentation Mode
1. We then click the Presentation Mode button located in the bottom right hand corner of the screen.
Presentation Mode opens a new window, where all processes are read-only. We can browse through
all the documentation including the presentation actions.

2. The presentation actions included are displayed as small icons on the side of the element.
Click on an element to display the associated action.

The Pie Menu
Overview
Bizagi Modeler has a drag-and-drop feature that allows you to easily diagram your processes.
The Pie Menu will display as soon as you click on a diagram element that is already in the Process.
Click on the element and drag it to the desired position.
You can drag a shape from the Pie Menu and drop it to another figure already included in the diagram,
to create a connection between the two. You can choose any figure from the Pie Menu and drag it, not
necessarily the one you are going to connect to; they are just an aid.
If the figure with which you want to connect is highlighted, then it means that you can connect both of
them. If it doesn't highlight it is because the BPMN standard does not allow the connection between the
two selected shapes (i.e. between two signals).
For further information refer to Creating a process

Part III
Modeling a Process
Modeling a Process
Modeling a Process is an iterative and straightforward task to represent business conditions in a flow
diagram, using symbols and shapes.
· Creating a process.
· Video Example: Creating a process.
· Editing a process.
· Sub-processes.
· Improving look and feel.
· Colors, sizes and shading.
· Printing large diagrams.
Creating a process
You can find the contents of this article in the video: Creating a Process
To explain how can you easily diagram your processes, we will use a Purchase Request Process.
The following are the steps to be carried out in the Process:
· A Purchase Request is created

· The employee's Immediate Supervisor (Boss) approves, rejects or changes the request
· Quotations are obtained in order to select a Supplier
· A Purchase Order is created
· The Administrative Manager approves, rejects or modifies the Order
· The Purchase Order is sent to the Supplier
· The Purchase Order is created in the ERP
As soon as you open the Modeler, a Pool will be ready for you to start diagramming. Otherwise, hover
the New Folder option and select the thrusting option called New Diagram. This option is located at the
bottom right of the Diagrams view.

1. Name your pool. It is usually the name of the process you are about to diagram.
To change the name of the Pool double-click on it, press F2, or right-click on it, and then select Edit text
from the display menu.

2. Add a Lane to include participants in your process.
Drag and drop a lane, for each participant, from the Palette.
In our example, we will select three lanes: One for the Immediate Supervisor (Boss), one for the
Requester and one for the Purchase Department.

3. Include a start point in your process.
Drag and drop a Start event from the Palette

4. Continue diagramming your process using the Pie Menu. Select the next element and drag and drop
where you wish to locate it.

5. In order to connect two diagram elements in a sequence flow, select an object from the Pie Menu
and drag it to the second diagram element. They will be automatically connected.

6. Continue selecting the required shapes until your diagram is complete.
7. To resize the pool, select and drag the appropriate corner of the border.
The following image displays the basic diagram of the Purchase Request process.
This first exercise is designed to show you how to diagram with the drag-and-drop functionality.
However, to better describe the process and meet the required standard, some diagram elements
need to be changed. Please refer to the section Editing a process to continue with this exercise.

Video example: Creating a process
This video shows how to create a process in Bizagi Modeler
Editing a process
Overview
Once you have diagrammed your process, you may need to change diagram elements, add additional
connections or add more elements to improve and complete it.
We will continue using the Purchase Request Process example, mentioned in the previous section, to
show you how to make these changes easily.
Moving elements
If you need to move a diagram element from one place to another click on it and drag it to the new
position.
Deleting elements
If you need to delete a diagram element click on it and press the Delete button.
Change/ Transform elements

The following image shows the initial Purchase Request process we designed. However, we need to
make some adjustments.

· Change the Notification Tasks to Script Tasks, since they are emails automatically sent based on a
decision by the Immediate Supervisor (Boss).
· The Quotation Task is actually a Sub-process where several activities take place in order to be able to
select a supplier.
· The Purchase order Task is also a Sub-process where the Purchase Order is sent to the Supplier and
created in the ERP system.
Bizagi Modeler allows you to change elements within the same category. You do not need to introduce
another element to the Process, but merely change the existing element.
1. To change the Notification Task to a Script Task, right-click on the diagram element and select Task
Type from the display menu.
Choose the appropriate Task type from the drop-down list, note that once you change the task type
you will lose any information, entered into extended attributes, that has not been shared. You
will only receive a warning message if you select the Warn element type changes checkbox (located in
the Show/ Hide group under the View tab).

2. Follow the same procedure for the other two Notifications Tasks. The following image shows your
progress up to this point.
3. To transform the Quotations Task to a Sub-process, right-click on the Task and select Transform to
Sub-Process from the display menu. Do the same for the Purchase Order Task.

When you change an element type, any extended attributes information entered will be lost if it hasn't
been shared.
To avoid this, select the Warn element type changes to be alerted before changing an element to a
different type, this option is located within Bizagi Modeler Options as shown in the image below.
Please click for further information about sharing extended attributes

Adding elements
If you need to include a new element, keep in mind you may at anytime use: either the pie menu, or the
Palette elements found at the left hand.

In case you want to include a new element in between of 2 existing ones (which are already connected),
Bizagi will provide an option for modeling agility so that just include the new element and avoid the
need to add further connectors or to delete existing ones.
1. To include a new element between 2 existing ones, drag it from the Palette and into the connector
itself.
Note that the connector will highlight to indicate where the new element can be dropped for Bizagi to
attach it automatically.

2. Finally, name your element.
Notice that it will be automatically connected, and it will also create the additional connector to the
other element.

Adding Milestones
Milestones are Sub-partitions of a Process used as reference points. They help the readers understand
the different stages that make up the Process.
We will include three Milestones to determine the state of each activity within the Process.
1. To include a Milestone drag it from the Palette and place it in the Process. Drag and drop two more
Milestones.

2. Drag and drop the diagram elements that belong to the Milestone.
3. Finally rename each Milestone by clicking on it, pressing the F2 key, and entering a name.

Sub-processes
Overview
A sub-process is a compound activity that is included within a process. Compound means that it can be
broken down into lower levels, that is each level includes shapes and elements within it.
In the previous section we defined a task called “Quotations”, if you have not already created it as a
sub-process (as we now realize that this task contains many activities) we need to transform the
diagram element and define the sub-process flow.
1. To transform the Task, (in this case Quotations), to a sub-process element, right-click on it and select
Transform to sub-process from the display menu.

2. Once the Task has been converted to a sub-process it is necessary to define its related diagram.
Right-click on the sub-process element and select the Edit Sub-process from the display menu.
3. This will automatically open a new diagram page to include the sub-process information.
On this page you can diagram the associated sub-process, just the way we diagrammed the first
process. Just drag and drop the elements as needed and place them where appropriate.

Change the sub-process type
BPMN defines several types of sub-process that respond to particular business needs. By default sub-
processes are created as embedded but you can change the sub-process type anytime.
Once you have created a sub-process element in the diagram right-click on the element and select one
of the following options:
· Is transaction
· Is ad-hoc
· Is Event sub-process
· Sub-Process type -> Reusable Sub-Process

Additionally you can define the Loop Type of your process from these three options:
· None
· Multi-instance, the multi-instance attribute of sub-processes allows the creation of a desired number
of activity instances.
· Standard, this feature defines a looping behavior based on a Boolean condition. The sub-process will
loop as long as the Boolean condition is true.
For each loop type there are specific advanced options to configure the process's behavior.
Advanced properties are located in the Advanced tab from the shapes Properties.
By default sub-processes are created as embedded. In BPMN this type of sub-processes have no
pools or lanes. Embedded sub-processes do not allow you to add any pools or lanes to ensure
conformity with the BPMN standard.
If you need to include pools and lanes you can use Reusable sub-processes that according to the
BPMN standard can include pools and lanes. These type of sub-processes are predefined activities.

That is, they are independent and thus are created individually. Then, they can be related to the sub-
process shape. In BPMN this type of sub-process is called a "Call Activity", in Bizagi Modeler we call
them Reusable.
Converting to reusable sub-process
Overview
You can convert a default sub-process to a Reusable Sub-process, or Call Activity (in BPMN).
1. Right-click on the Sub-process to convert, choose the Sub-process type option and then click on
Reusable process.
The diagram element's border will change to indicate it is now a reusable Sub-process.
If you have already diagrammed the Sub-process you will receive a message alerting to this fact. Click
the Yes button to convert it and keep all the lower level diagram elements.

It is important to clarify that a reusable Sub-process calls a separately modeled process.
There are two different ways of creating a call to a reusable sub-process. The Edit Sub-process option
opens an empty diagram workspace and relates it to the shape. Alternatively, you can manually relate
the shape to a predefined diagram.
Let us assume that the Quotations Sub-process is reusable and has not yet been diagrammed .
To create a call for the Sub-process not yet model (i.e., create the detail in a new diagram), use the Edit
Sub-process option by right-clicking the shape:
2. To reference an existing diagram (assuming Quotations detail was created in the previous step),
relate the diagram in the Sub-process properties.

To do this, right-click on the Request Quotations reusable Sub-process element and select Properties
from the display menu.

3. The Element Properties add-on window will display. On the Basic tab, in the Process drop-down list,
select the predefined created Diagram.
Sub-process types

Is an activity whose internal details have been
Sub-process modeled using activities, gateways, events and
sequence flows. The element has a thin border.
Identifies a point in the process where a pre-

Reusable Sub- defined process is used. A reusable sub-process is
process called a Call Activity in BPMN. The element has a
thick border.
A Sub-process is defined as an Event Sub-process

when it is triggered by an event. An Event Sub-
Event Sub-
Process is not part of the normal flow of its parent
process
Process—there are no incoming or outgoing
Sequence Flows.
Is a Sub-process whose behavior is controlled

through a transaction protocol. It includes the three
Transaction basic outcomes of a transaction: Successful
Completion, Failed Completion and Cancel
Intermediate Event.
Is a group of activities that has no REQUIRED

sequence relationships. A set of activities can be
Ad-Hoc sub-
defined, but the sequence and number of
process
performances for the activities is determined by
the resources of the activities.

behaving like a loop. This feature defines a looping
Standard loop behavior based on a Boolean condition. The
activity will loop as long as the Boolean condition is
true.

behaving like a loop. The Multi-instance Loop
Multi-Instance
iterates a predetermined number of times. The
loop
iterations occur sequentially or in parallel
(simultaneously).
Organizing your model

Overview
When managing large numbers of diagrams Bizagi Modeler allows to search, view and organize your
cloud diagrams into folders for the best control and hierarchy diagramming. These folders can be
created, deleted, moved or renamed at anytime. You can create folders within folders for as many
levels as needed.
Creating a Folder
Modifying a folder
Deleting a folder
Moving diagrams and folders within the model
Folder navigation
Furthermore, there is a search field to seek for your diagrams.

Search diagrams
An example of hierarchy using folders is displayed in the following article: Model organization example.
Bear in mind that:

· Folders can only be created as long as the model is a Bizagi Cloud model. When downloaded to
work on-premise, the model will delete the folders and every diagram will be at the same level.
· By default, when a model is uploaded to Bizagi Cloud, every diagram will be stored within a default
folder called Processes.
Creating a Folder
To create a folder move to the Diagrams general view.

Select the dark gray plus icon located on the bottom-right of the Modeler.
Once hovered, the icon will display the option to add a new folder.
Give a name to the folder and select Create.

Once created, the folder will be displayed above all diagrams in the same level of hierarchy.
Another way to create a folder is through the Move to window.
Select Create folder and give the folder a name.

Click Create to confirm the folder creation.
Bear in mind that:

· These folders must have different names within the same parent folder. Therefore, it is not
possible to have two folders with the same name in the same hierarchical level.
· Folders can only be created as long as the model is a Bizagi Cloud model. When downloaded to
work as an On-Premise, the model will delete the folders and every diagram will be at the same
level.

Modifying a folder
To modify a folder's name click the three dots menu ( ) beside the folder and select the Rename
option.
Then, modify the name.
Once finished, click Save to make changes.
Renaming a folder is not possible when a diagram is checked out by any user.
Deleting a folder
Any folder can be deleted, as long as it does not contain other folders or diagrams.
A folder can be deleted through a simple click, locating the three dots menu ( ) beside the folder and
selecting the Delete option.

Then, click Delete from the modal window displayed.
Moving diagrams and folders within the model

A folder or diagram can be moved locating the three dots menu ( ) beside it and selecting the Move to
option.
Then, select the new parent folder and click Move.

Folder navigation
Every folder has a breadcrumb navigation at the top allowing you to navigate through the folder path.
To switch the currently open folder just click the name of one of the parent folders in the breadcrumb
navigation menu.
Bear in mind that the path shown is actually a hierarchy so, in this example, it looks like this:

Search diagrams
In order to search any diagram or folder, type the name (or a part of it) and press enter. This will
return any matching result, whether folder or diagram. This search feature seeks for matches in both,
name and description.
When a result is a diagram, it is possible to directly open its parent folder, by clicking the link after In:.
· It is possible to search for more than two words at the same time. The results will display what
matches both strings.

· The search feature is only available when the model is in Bizagi Cloud.
Model organization example
Overview
The following is an example of a model with a large number of diagrams. Initially the structure of this
model can be seen as unclear and non-hierarchical. Nevertheless, it can be easily organized through
Cloud achieving a hierarchical definition and a clear distribution of the enterprise model.
What you need to do in Bizagi

The following is an example of a company with a large number of diagrams within a single model.
The first step to organize the model using Cloud folders is to upload the model to Bizagi Cloud. To
learn more about Bizagi Cloud please refer to this article.

Once uploaded, go to the Diagrams view and create a folder for every macro-group, cost center or
department, according to your needs.
Select Create Folder on the bottom right of the page (desktop or browser).

Give it a name, preferably a descriptive one, and click Create.
Once all your folders have been created they will be shown on the top of the Diagrams view.
The next step is to move all diagrams to their corresponding folder. You can drag and drop each
diagram, or check a group of diagrams and select the folder icon located above the folders to Move
them all together.

This action allows you to chose the folder in which the diagrams are to be located, and then moving
them in batch.
A window will open to select the destination folder. Click Move.
Folders can be moved as well by selecting the three-dotted menu beside the folder and selecting Move.

Furthermore, moving folders can be done in batch as well. Check them and then select the move option
above the folders.
You can create a new folder to move your chosen diagrams or folders in batch, when clicking the Move
to option.
After all diagrams have been moved correctly, your model should be organized hierarchically, making it
clear and organized.

In case you require to delete or move a folder, just click the three-dotted menu beside the folder and
select Delete or Move. Make sure the folder is empty.
When a Diagram is not needed anymore, it can be easily deleted. Opening the diagram from the
desktop application and right clicking its name from the diagram tab shows the diagram's menu. Select
the Remove option to delete it.
Since this option can not be undone, be careful when deleting a diagram.

Improving look and feel
Overview
This article presents tips and tricks that will aid in improving the look and feel of your diagrams.
Diagramming and naming recommendations

It is important that Processes are uniformly described, for the sake of being more easily understood by
users.
Therefore, special care must be taken in the naming and layout of all diagram elements.
The following are best practice recommendations that will make processes more readable and
organized.
· All words should be capitalized to aid readability.

· Always name Tasks using an infinitive verb, to denote an action being executed e.g.: Create request,
Authorize request, Deliver package.
· Name Processes and Sub-processes indicating their main purpose.
· Always attempt to lay out the Process model in a left to right direction, as it is an intuitive design
choice for left-to-right readers.
· Name Sequence Flows that follow after a decision Gateway. For example, if a gateway is called
"Request authorized?" then the sequence flows are named "Yes" and "No" respectively.
· Name non-decision Gateways as well. For example, a Process that contains three parallel Gateways
can be named "Parallel1", "Parallel2", "Parallel3" respectively. This will allow you to easily distinguish
one from another in generated documents.
Move and resize text

You can move and resize text in the following elements: Sequence Flows, Events, Sub-processes and
Gateways.
To move any of the mentioned text, select and drag-and-drop it where you desire.
To resize the text, select the text and drag the border of the frame.

Reset text position
When the text of an element has been repositioned, you can revert it back to its original position by
selecting the Reset text position option on either the element, or the text itself.
In the following image the Changes required caption was moved too far away from the Sequence Flow it
references.
To revert to its original position, right-click the Sequence Flow and select Reset text position.
Note that this option is available at the text (caption) as well:

Fit to text
In the course of modeling your diagrams, you may come across a situation where the element is much
bigger than the text within it and you need to make it fit the text. A similar situation may arise where
the horizontal space of the element is smaller than the text within it, causing the text outside the object
boundary to be cut off. You can manually drag one of the element's corners to size or make use of
Bizagi's Fit to text design shortcut.
To automatically resize the object to fit the text, use the Fit to text option.
Reset to original size

When the size of an element has been changed (either enlarged or shrunk), it can be reverted to its
original size by selecting the Reset size option on the element.
In the following image, the Notify Rejection element was enlarged.

To revert to its original size, right-click the element and select Reset size.

Using the grid
We recommend always showing the grid to facilitate the alignment of elements.
If you select the Align to Grid option, the Modeler will auto-align elements to the grid. Essentially, once
the element is dropped, it snaps to the nearest intersection of lines in the grid.
To utilize this option, in the Show group of the View tab, check both the Grid and in the in the
Alignment group, Align to grid boxes.
Aligning elements
Align all elements both vertically and horizontally, to present a structured layout of your Process.
Bizagi offers a functionality called Smart align whereby the sequence flows will be automatically aligned
to each other. To utilize this functionality select Smart align in the Alignment group on the View tab.
The following image shows the process without Smart Align selected.

The following image shows the process with Smart Align selected.

Rather than align all Sequence Flows of a diagram, you can also align selected diagram elements to
each other.
Click each elements for alignment while holding down the Shift key. In the Layout group of the Format
tab, click Align Horizontal, Align Vertical, Distribute horizontally or Distribute vertically according to your
design requirement.

Connecting sequence flows
To connect a Sequence Flow, drag the red circle (which coincidentally is the arrow head) onto the
diagram element you want to connect to.
Hover the pointer over the element until the green circle appears indicating that it will connect correctly.
Colors, sizes and shading

Overview
Bizagi allows you to customize the appearance of your diagrams.
You can modify the text formatting of elements such as size, color and type of fonts. In addition
shading can be added to elements including Pools.
You may choose to predefine default settings for the font style, font size and shape colors, or directly
customize these visual options in each diagram.

The maximum space to model processes with Bizagi Modeler is calculated as follows:
· Width by Height must not be over 36.000 pixels.
· The maximum width size is 10.000 pixels.
Set default settings

To define the font and color options you want to use by default (for new elements), go to the Main
Options found in the File Tab.
Set default Font and Font size

In the File Tab, select Options.
In the BPMN element options section of the new window, select the default font face and size from the
drop-down lists.

Click Ok to save the settings and return to the diagram.
Element captions created from this point onwards will use the default font and size.

Note that you may also restore this setting to Bizagi's default text style and size (Segoe UI, size 8) by
clicking on the Restore option.
Set default size for elements

In the File Tab, select Options.
In the new window, click Configure button in the Default sizes property.

To alter the size of an element, you can either do so with the mouse (drag one of the element's corners
to size), or directly enter the pixels dimensions in the Width and Height fields at the bottom left of the
screen.

Click Ok to return to the diagram.
Elements, from this point onwards, will be created with the default size
The default setting will apply to both the Palette and Pie Menu components.

Restore to defaults
To restore the altered font size (revert to Bizagi Modeler's default, namely Segoe UI, size 8), use the
Restore button in the Options window.

Similarly, to restore the element's size to Bizagi Modeler's default, use Restore all to default values
option.

Customize existing diagrams
To customize a diagram, select the desired format in the Formatting group of the Home or Format tab.
Text formatting

Select the diagram element, then choose the desired format from the Formatting group. The examples
below show how to change the font style, italicize text and make the text bold.
To change the font face, click the arrow next to the Font combo box, then select the style from the
drop-down list. Click the Italic or Underline icon to italicize and bold text respectively.
To change the font color, expand the Font Color drop-down list and select the color of your choice.
For alignment, expand the Align drop-down list and select from Left, Center or Right align.

Shading of elements
It is possible to change the background color of your diagram, as well as for all elements (this includes
shapes, connectors, Pools, Lanes, or Milestones).
To do this, select the element you wish to customize.

Click the arrow next to Shading to select the Change option. Expand the Change drop-down and select
the appropriate color from the background color palette.

Bizagi uses gradient fill by default for these background colors, however you may alter this setting.
For more information about disabling the gradient fill, refer to the sections below.
Restore to default settings

To clear all formatting and revert to the default style, select the diagram you want to restore and click
on the Clear Formatting icon.
Click on the arrow next to Shading and select the Restore option to revert to the original color.

Disabling Gradient-fill
To disable gradient fill in element colors, go to the View tab and locate the Show group.
In this group, you may disable or enable the Gradient option so that the color of the elements (i.e,
Gateways, Tasks, Events and Sub-processes) are not shown/published/printed with a gradient fill.

Disabling Shadows
To disable shadows-styled elements, go to the View tab and locate the Show group.
Under this group, you may disable or enable the Shadows option so that elements such as Gateways,
Tasks, Events and Sub-processes do not show/publish/print the drop shadows.

Printing large diagrams
Overview
You can print large diagrams by customizing the print settings of the diagram. You can set the paper
size, scales, margins, number of pages, among other things.
To illustrate how to print large diagrams we will use the Personal Loans Request process that you can
find in our free Process Xchange. This is a complex process where the length makes it a perfect
example for using customized print settings.
It is necessary to change the Printing default settings by following the steps described below.
1. On the File tab, in the Print option, select Print Preview.

Alternatively you can use the Ctrl+p shortcut.

The diagram is displayed over several pages. Thus the default settings are not suitable for immediate
printing.
2. In the Page Setup group, click the arrow below Size and select the desired size option. Choose the
paper size, which you will use to print the diagram on, from the list of available sizes.

3. In the Page Setup group, click the arrow below Orientation and select either Portrait (vertical) or
Landscape (horizontal).
In this case, since the diagram is long but not too wide we opt for the landscape orientation.
4. On the Page Setup tab, click the arrow below Margins and select the desired Margin from the drop-
down list. We select Narrow margins, in this case, to give the process as much space in each sheet as
possible. You may choose your own customized margins.

5. On the Page Setup tab, click the arrow below Scale and change the diagram scale. The top option
sets a percentage of the normal size of the diagram. Choose the percentage that best fits your
diagram. At the bottom, select the number of pages to fit your diagram on.
As you change the print settings, the diagram will be adjusted and the print preview displayed.

Part IV
Documenting a process
Documenting a process
Bizagi Modeler allows you to document in addition to modeling your processes. You can include
information at process level as well as detailed information at an element (element) level in your
diagram. We recommend the inclusion of all relevant information to make the document readable and
easily understood.
Once your process diagram and documentation is complete, you can publish the documentation in
your preferred format.
For further information please refer to Publish or Export process documentation.
Documenting each element

Document at process level
The information included at process level describes the overall process.
By default you can include the following information: Name of the process, description, the version and
the author.
Right-click outside of the boundaries of the pool and select Diagram Properties.
This will enable the Diagram properties add-on window at the bottom of the screen, where you can
include the relevant information.

We recommend to include extended information such as the scope, goal, process owner, important
definitions and any annex. To learn how to include additional information please refer to Extending
your documentation.
Such information may be included with rich-text formatting.

To learn more about this option, refer to Using rich-text formatting.
Document activities and elements

The information included in each element gives you the possibility to enter detailed information about
each step of your flow.
By default you can include the Name of the element and a complete description. In Activities you can
also include Resources.
1. Right-click on the element you wish to document and select Properties from the display menu.
2. This will enable the Element properties add-on window at the bottom of the screen, where you can
include the relevant information.

Insert all relevant information focusing on being as clear, thorough and informative as possible. This is
essential to ensure the document is readable and the process easily understood for successful
execution.
We also advise to include the supplementary information for Activities and Intermediate Events, such as
duration, business rules that resources must comply with and any documentation or forms that are
used.
If you are automating your process we recommend to include the forms that will be displayed to
performers.
· To learn how to include additional information please refer to Extending your documentation.
· To learn more about process automation please refer to Process Execution.
Using Rich Text Format
Overview
While documenting your processes, you may use rich format for the entered text in both descriptions
and extended documentation.
This is, the possibility of having your texts use different font colors, color shading, and styles such as:
bold, italic, underlined, as well as other formatting possibilities such as: indentation and bullets, use of
tables, links and images, amongst others.
This applies for the information contained in descriptions and extended attributes such as Textareas
and Textboxes.
Rich format in descriptions

To define rich text formatting for your elements descriptions, use the Expand icon located at the right
hand.

This option will open an edition-mode window, in which you may make full use of the rich formatting
options:

Rich format in extended documentation
To define rich text formatting for your detail in extended attributes (Textareas, Textboxes), use the
Expand icon.
This icon appears right above the information, when hovering over the extended attribute name.

When clicking on this option, Bizagi will show an edition-mode window, in which you may make full use
of the rich formatting options:

Rich formatting
You may include rich text format to your documentation using the following options:
TAB / GROUP DESCRIPTION
Home / Clipboard Handle content by using standard clipboard possibilities: Copy, Cut, Paste
and Paste special
Home / Font Modify: fonts, font size, emphasis (bold, italic,underlined, strikethrough, etc)
and other formatting options such as upper or lower case, and shading
color.
Home / Paragraph Define: alignment, indentation, bullets and numbering, spacing and color fill
options.
Home / Editing Use: Find and replace options to quickly locate your texts.
Insert / Illustrations Include pictures.
Insert / Links Include hyperlinks to Web pages, or to other places in the content.
Insert / Symbol Include symbols from the standard set of characters.
Layout / Table Allows: creating a table with the desired number of rows and columns, giving
quick format, borders and shading to the table, and its rows and columns.

Layout / Rows and Handle table modifications by inserting or deleting rows and columns.
columns
Layout / Merge Quickly use powerful options to merge or split cells, or split a table into two
of them.
Layout / Cell size Define the cell size and property for specific cells.
Layout / Alignment Define alignment and margins involved in cells.
Some options may not be available if the writing input method has been configured Right-to-Left.
Information with rich text format is published in the generated PDF or Word document:
Information with rich text format published in Web:

Information with rich text format shown in Presentation mode:
For more information about the generated Web, PDF or Word, and Web documentation, refer to
Generating Documentation.
Spelling review
Overview
Bizagi offers a proofing option to check for spelling mistakes while documenting the processes.

To use this feature, ensure that the checkbox Spelling mistakes at the View tab is enabled, then locate
the Spelling option in the ribbon, at the Home tab.
You may choose a predefined language to be used as the default spelling dictionary directly from its
drop-down options:
Available language dictionaries are:

· German (Deutsch)
· English
· Spanish (Español)
· French (Française)
· Italian (Italiano)
· Dutch (Nederlands).
· Portuguese (Português)
· Russian (Pусский)
To launch the spelling review, click directly on the Spelling option

Proofing options are described in the table below.
SPELLING REVIEW OPTION DESCRIPTION
Ignore Ignores the current word and continues proofing the rest of the
information.
Add to Dictionary Adds the current word as a valid word to the given Dictionary.
In this way, the spelling review will not prompt again to correct
these entries.
Reset Dictionary Resets the Dictionary (deletes added entries).
Change Changes the current word for the chosen suggestion.
Change All Changes all occurrences of the current word for the chosen
suggestion.
Defining Gateway conditions

Overview
Gateways represent a branching point in the Process, from which more than one path will be possible
(divergence).

When alternative paths are available from a Gateways (especially for Exclusive or Inclusive types),
documentation is included as conditional expressions for each decision branch representing a path.
In Bizagi, you may define the condition for the path either in the Gateway itself, or in each of its decision
branches (or sequence flow).
Defining conditions in the gateway

To define the conditions to be met for the given path, open the Gateway properties and locate the
Advanced tab.
For each of the outbound paths at the Gateway (i.e, .each decision branch), you will find a
corresponding row in the Gates table, identified by the branch name (caption).
You may either define a conditional expression for the selected path, or designate it as the Default
path.
Note the visual representation of a default path is a small oblique line crossing the decision branch.
Defining conditions for each sequence flow

To define the conditions which must be met for each path in a Gateway, right-click on the sequence flow
representing the path.

In the options displayed you may easily set that this sequence flow is to be taken as the default path by
clicking on Is Default (marking this property)
The Edit condition option provides quick access to the expression editor to create a condition for this
path.
Defining Resources
Overview
A Resource is a Business Entity (e.g. a company, company division, a customer) or a Business Role (e.g.
a buyer, a seller, a credit analyst), which controls or is responsible for a business process or a business
activity.

Resources are part of the basic Element properties provided by default. In each shape they are
identified as Performers, since they are the ones that actually perform the task. They can be defined for
the whole Pool and for each Activity (Task or Sub-process).
To define, edit or remove Process Performers click on the Performers icon located on the Home tab.
This will display the Performers pop-up window.

Click the Add button to create a new Resource.
Click the Edit button to edit.
Click the Delete button to delete.

Enter the name, description and type (Role or Entity) of the Resource.
Once a Resource has been created, you will be able to select it on any activity.

Defining Responsibility Roles
In addition to the Performers, you can also define responsibility roles, in order to easily identify the
users involved in a process and allows you to improve compliance with policies and procedures to
ensure better governance and opportunities for improvement.
Bizagi allows you to set roles following the RACI Model (Responsible, Accountable, Consulted,
Informed). These roles can be defined for the whole Process or for each Activity (Task or Sub-process)
and let the users to see the processes where they are involved in My Processes view.

· Responsible: In Bizagi Modeler, the responsible is the role set as Performer.
· Accountable: the resource ultimately accountable for the work being made.
· Consulted: the resource who must be consulted prior to the task being completed.
· Informed: the resource who must be informed when the task is completed.
Extending your documentation

Overview
With Bizagi Modeler you can extend your documentation to include any type of information that you
find relevant for your processes, through extended attributes.
Extended attributes are used to customize your documentation by adding to the basic attributes which
is the default option.
You can include extended attributes in each element of the process.

Once you have created an extended attribute, it will be available for all elements of the same type.
Include Extended Attributes

In order to better explain how you can easily include extended attributes, we will add a Duration
attribute to all Tasks in our Purchase Request process.
As Duration is an integer numeric data type, we will use a Number attribute.
1. Select and right-click on the Task where you want to create the extended attribute, then select
Properties from the display menu.

Select the Extended Attributes tab on the Element properties in the newly displayed add-on window.
2. Click the Add New Extended Attribute link. Provide a name and description, then select Number as the
attribute's Type.

3. Some types have special information that you can add. For Number-type extended attributes you can
add a valid range. In this case we define a duration range of 0 to 500 minutes.
Notice this is the creation of the Extended Attribute only. We have defined a name, its description and a
range. Now, we are able to enter the Duration for each Task.
Use Extended Attributes

Once you have created one Extended Attribute it will be available for all the elements of the same type
in the Model.
On the Extended tab of the Element properties add-on window, enter the information for each element
of the same type as shown in the image below.
Extended Attributes type

Bizagi offers a wide variety of Extended Attribute types. Select and create as many attributes as
required from the following list:
· Text Area: stores approximately 32,000 characters, and is used to display long texts with line breaks.

· Text Box: stores approximately 32,000 characters, and is used to display short texts, without line
breaks.
· Number: stores numbers.

You must define a minimum and maximum range.
· Date: stores dates.
· Image: stores images with the following extensions: JPG, bmp, PNG and GIF
· Single Selection Options (Combo): allows you to define several options to choose from, but only
allows selection of one entry from the drop-down list.
You must define the desired options for selection.
· Single Selection Options (Radio): allows you to define several options to choose from, but you can
only check one radio button at any one time.
· Multiple Selection Options: allows you to define several options to choose from, and allows
selection of one or more of the check boxes displayed.
· Embedded File: allows the modeler to attach a file to be available within the Model. The file is
copied to the model's folder.
When published this file type and the Linked file will be displayed in the same way.
· Linked File: allows you to include a link or path to a file. The model stores a link to the file, not the
file itself.
When including this extended attribute the user must select check/uncheck for the option Relative
path.
Relative path option allows you to include your link either as a relative or absolute path.
Relative paths change depending upon what page the links are located on.
For example, if the file is stored in your computer you would share: C:
\MyDesktop\PurchaseRequest\FileUplodadedInThisExample
If you check on Relative path, then the URL will be stored as:
PurchaseRequest\FileUplodadedInThisExample.
This way you can share your folder and the file can be opened anywhere.
An absolute path refers to a fixed location including the domain name. You typically use absolute
paths to linked to elements that have a fixed reference location no matter by which means you access
them.
We recommend absolute paths (Relative Path not checked) when the files are on your network.
For example: \\Mynetwork\SharedModels\PurchaseRequest\FileUplodadedInThisExample
· URL: stores a URL to link an internet resource.
· Table: allows you to build a table, including any of the attributes mentioned above.
Click here for an example of a Table Extended Attribute

Example: Add a Table Extended Attribute
We are going to include an Extended Attribute where we can document the Performers of each task,
subject to certain conditions.
The performers of the Purchase Request Process are allocated according to purchase amount. This
means that given a certain amount, the purchase will have to be approved and managed differently.
For example the process is different when buying 50 computers to that of purchasing some office
supplies like paper, pens and pencils.
To document this we will use a Table extended attribute where we can define the description of the
performer (name) and a column that will define the amount.
1. Right-click on any Task, select Properties from the display menu and select the Extended Attributes
tab.
Click on the Add New Extended Attribute link.
2. Enter a name and description and select Table as the type
3. Include the columns of the table for the extended attribute.

For this example we will need two columns: the position of the performer and a description.
To add a column use the button.
On the right side of the window enter the name of the column, give a description and select the type.
Since the first column of the table is the name of the performer, we have to define the type of the
attribute as a text box.

4. The second column is the condition to be evaluated, which is the amount of the purchase.
We are going to consider only three options:
· Under 1,000 dollars

· Between 1,001 and 5,000 dollars
· Above 5,001 dollars
Thus this attribute can be defined as a Single Selection Option (combo), this way the Modeler will allow
you to choose from one of the above options.
Create the new attribute by clicking on the Add button and select the Single Option (Combo)
type.

5. Add the multiple conditions for the modeler to choose from, then click the OK button.
Once you have created this attribute it will be available for all the elements of the same type in
the Model.
Click the Add button located on the bottom of the Element properties window to add records to the
task.

Managing Extended Attributes
You can edit, remove or change the position of your Extended Attributes.
To manage Extended Attributes, select it in the Performers list. A menu will be displayed on the right.

· The Edit button allows you to change the type, name and description of your attribute.
· The Remove button deletes the attribute. Note, once deleted you can not undo the action.
· The Up and Down buttons change the position of the attribute. This defines the order in which they
are generated in your documentation.
The Share button allows you to share the attributes with elements that have different shapes.
Sharing Extended Attributes between elements

Once you have created an Extended Attribute it will be available for all the elements of the same type in
the Model.
It is very common to need an Extended Attribute on several elements of different types.
You can share Attributes following the instructions below.

1. Select the diagram element, where the Extended Attribute was previously created, to open its
properties, and select the Extended tab.
Click on the name of the Attribute that you want to share, and click on the share button .
2. Select the structures, among which, you wish to share the Extended Attribute with. In this case we will
share the Performers attribute with the Lane, Manual Task and User Task. After selection, click the OK
button.

Exporting and Importing Attributes between Models
Overview
It is possible to share the Extended Attributes that you created in one model and use then in other
models. This allows you to maintain a uniform standard in your documented processes by always
utilizing the information in the same manner.
To do this you will need to export a file from Bizagi Modeler to a chosen folder, where the extended
attributes will be saved. Then import the file to the model where you want those attributes to be used.
Export Extended Attributes

In the Model where you have defined and created the Extended Attributes you want to reuse, on the
Export/Import tab, in the Export group, select Export Attributes.
Specify the folder where the file will be saved. This folder must have read and write permissions.
Give your file a valid name and click the Save button.

Import Extended Attributes
Once you have saved the Extended Attributes in a file, you can import it to any Model.
On the Export/Import tab, in the Import group, select Export Attributes.
Select the newly created Extended Attributes file. A message will display that you need to read carefully.
If you have some Extended Attributes in the Model into where you are importing, and YOU DON'T
WANT TO OVERWRITE THEM, then click the YES button. Doing so will append the imported Extended
Attributes to the existing Extended Attributes. If you click the NO button, ALL YOUR PREVIOUS
EXTENDED ATTRIBUTES WILL BE REPLACED.

Video example: Documenting your process
This video shows how to document your processes with Bizagi Modeler
Using Artifacts
Artifacts provide modelers with the capability of showing additional information about the process that
is not directly related to the flow.
Artifacts are found in the Palette. There are five types provided by default, and a user-defined Custom
Artifact.

An artifact that provides a visual mechanism to group elements of a

Group diagram informally. The Group can be used for documentation or
analysis purposes, without impacting process flow.
Is a mechanism for a modeler to provide additional information for

Annotation the reader of a BPMN Diagram.
To include line breaks in the text use CTRL+ENTER
Enables images stored on your computer to be inserted in the

Image
diagram.
Header Shows the diagram’s properties.
This artifact enables you to insert a rich text area into the diagram
Formatted Text
to provide additional information.

A user defined artifact. Artifacts provide the capability of showing
Custom Artifact additional information about the process that is not directly related
to the flow.
To include an Artifact select it from the Palette and drag and drop it onto the diagram.
To connect an artifact with an element use the Association Connector.
Some artifacts can be placed on the diagrams using the Pie Menu as shown in the image below.
Click on the element, select the Artifact and then drag and drop it appropriately.

Custom Artifacts
You can create your own Artifacts using the Custom Artifact button found in the Palette.
You can attached any stored image onto a Custom Artifact. Browse and select the desired image and
name it. Click the OK button .
Your newly created Custom Artifact will now display in the Custom Artifact group on the Palette.
To include your new Artifact in the diagram, drag and drop the Custom Artifact from the Palette.

Manage Custom Artifacts
To add, edit or delete Custom Artifacts select Custom Artifacts, located in the Tools group on the Tools
tab.
A new window containing all Custom Artifacts will display for the current Model.

The command buttons located at the bottom of the screen will allow you to manage your Artifacts. The
command buttons are New, Edit, Delete, Export and Import.
Exporting and Importing Artifacts between Models

You can share the Custom Artifacts you have created to use them in other models. First you need to
export a file (.bca file extension) to a folder of your choice. Thereafter import the file to the model
where you wish to use the artifacts.
Export Custom Artifacts

In the Model where you have created the Custom Artifact, select Custom Artifacts, located in the Tools
group on the Tools tab.
Select the Artifact that you wish to share and click the Export button .
Choose the a folder where the file is to reside, name your file and click the Save button. Ensure the
export folder has read and write permissions.

Import Custom Artifacts
Once you have saved the artifact in a file, you can import it to any Model.
Open the Model where you wish to import the Artifact and select Custom Artifacts, located in the Tools
group on the Tools tab.
Click the Import button.

Select the exported file name and click the Open button.

Now your attribute is available to use in the diagram.

Company logo
Based on feedback from the Bizagi user community there is now an option to remove the Bizagi logo
from the documentation and use your own company logo.
Bizagi Modeler, with its full functionality, is and will stay freeware. If you must remove our Bizagi logo
and thus, remove our marketing mechanism, you will be asked for a small contribution that will be used
to further improve this freeware and benefit the whole community.
To remove the Bizagi logo from your documentation please follow these simple steps:
1. Download the latest Bizagi Modeler version (http://www.bizagi.com/index.php?

option=com_content&view=article&id=95&Itemid=107)
2. On the File Tab, select Options and then choose the Documentation option.
3. Click the Configure logo used for documentation link.
4. Click the Buy Now link to purchase the activation KEY. This will take you to the secure Bizagi Online
Shop.
5. You will receive a confirmation email with the activation KEY, once your purchase is finalized.
6. Enter the key in the same link window and click the Activate button.
7. A message will display informing of successful validation. Click the OK button.

8. In the last window you will be able to determine the logo you wish to use:
· No logo
· Keep the Bizagi Modeler logo
· Use a customized logo
For the customized logo, select Custom Logo and open the folder image to browse and select your
user-defined logo.

9. Click the Close button to finish your configuration.
Important information
· You need to buy an Activation Key for each installation (computer) of Bizagi Modeler.
o For example, if you have Bizagi Modeler installed in 5 PCs, and you need to activate the logo
configuration option in all PCs, then you need to buy 5 Activation Keys. Just modify the quantity
in the shopping cart. You will receive a single Activation Key, which is valid for the 5 PCs.
o The contribution is a one-off payment. The Activation Key will not expire and the logo
configuration option will remain enabled, even if you make updates or upgrades to a new
version of Bizagi Modeler.
· You will pay on a secure online platform and will receive your Activation Key via email.

Part V
Generating Documentation
Generating Documentation
You can publish your complete documentation in any of the following formats and share with your
organization.
· Microsoft Word
· PDF
· Microsoft Excel
· MediaWiki
· Web (format to be opened with a browser)
This format can be generated from the command prompt.
· Microsoft SharePoint
You can export your process diagrams to other Modeling tools or export your customized attributes
and reuse them in other Bizagi Process Models.
· Microsoft Visio: export your diagrams to Visio 2003, 2007 and 2010
· Image files: export your diagrams to png, bpm, svg or jpg format
· XPDL: export your diagram to XPDL 2.1
· BPMN: export your diagram to BPMN 2.0 xml format
· Attributes: export your customized Extended Attributes and use them in other Bizagi Process Models,
to maintain a standard in your documented processes.
Publish or Export
Publish your complete documentation
You can publish your complete documentation in any of the following formats and share with your
organization.
· Microsoft Word
· PDF
· MediaWiki
· Web file (opened through a browser)
· Microsoft SharePoint
Publish All Model and Quick publish

For Word and PDF publishing you can publish all your documentation with just one click.
· Publish All Model publishes all the elements in your Model (including all diagrams) with all the
documentation you have defined for each one.

· Quick Publish remembers the last time you published and will generate your documentation without
going through the publish wizard. If you have not published before, you will need to go through all
the steps of the publish wizard.
Export your diagrams

Use this option to export your process diagrams to other Modeling tools or to export your customized
attributes and reuse them in other Bizagi Process Models.
· Microsoft Visio: export your diagrams to Visio 2003, 2007 and 2010
· Image files: export your diagrams to png, bpm, svg or jpg format
· XPDL: export your diagram to XPDL 2.1
· Attributes: export your customized Extended Attributes and use them in other Bizagi Process Models,
to maintain a standard in your documented processes.
Click here for more information about Exporting Extended Attributes
Publish in Word
You can publish your completed documentation and share it with your organization in Word format.
Customize the output information for inclusion in your document by selecting the diagrams and the
elements to be included.
Bizagi provides an intuitive wizard to help you through the steps to generate your documentation.
1. On the Publish tab, in the Publish group, click Word.

2. Select the diagrams that you wish to publish.
Select individually by using the button or by double clicking them.
Select all by using the button.
When all the diagrams you wish to publish are selected, click the Next button.

3. Choose the order in which you wish to publish your diagrams by using the buttons on the right hand
side. Alternatively, you can sort them alphabetically by using the button.
Once finished, click the Next button.

4. For each diagram select the elements that you wish to publish in the documentation.
You can select all elements across all diagrams using the button.

You can individually select elements from each diagram using the button or by double clicking
them.

5. For each diagram select the order in which you wish the elements to be exported.
By default elements are organized according to the sequence of the process flow .
To move an element from its default position, select the element and click the buttons until you find
the desired position.

Click the button to order the elements automatically or click the button to order the elements
alphabetically.
When you are satisfied with the order of the elements for each diagram, click the Next button.
6. Select the template you wish to use for your export documentation.
By default the Modeler offers two templates: Bizagi Template with Bizagi's format (fonts, water marks)
and the Modeler Template with a standard format.
You can create your own user-defined template as well. Please refer to Document Template to learn
how to customize and use your user-defined template. After selecting the template click the Next
button.

7. Specify the appropriate folder in which to publish your process. This folder should have Read and
Write permissions.
By default, the Diagram's model will be published in a Landscape orientation (only this page).
You may change this setting in this step as well.
Click the Finish button to generate your documentation.

8. The Word document will be opened as soon as the documentation is generated with the default
program installed locally to handle .doc files (MS Word, Apache Open Office Writer, etc).

Document Template
Bizagi Modeler has two predefined templates for the user to choose from to generate Word
documentation.
· BizagiTemplate: this template contains Bizagi's logo, water marks and styles.
· ModelerTemplate: this template has no water marks and uses standard fonts.
You can design and define your own template in Microsoft Office Word to be used when you generate
your Word documentation.
To customize your own template, take the following steps:
1. Use one of the default Templates and amend it as you wish to establish your own documentation
template.
2. Modify your own template.

You may include water marks, new images or modify the styles.
Make sure keep the following styles (you may re-define them):
· bizTitle: Used for the document's title.
· bizSubtitle: Used for the document's subtitle.
· Normal / ModelerNormal: Used for general text (i.e, in descriptions). It is used as the default/normal
style.
· bizHeading1: Used by the documentation's title (taken from the file name). Seen in items numbered as
"n".
· bizHeading2: Used by the Processes or Sub-Processes chapters. Seen in items numbered as "n.m".
· bizHeading3: Used by the Process Elements section. Seen in items numbered as "n.m.o".
· bizHeading4: Used by each of the elements. Seen in items numbered as "n.m.o.p".
To modify default styles of the table of contents, modify the TOC1, TOC2, and TOC3 styles.
3. Save the Microsoft Word Document as a Word Template (.dot) in the path where the Modeler was
installed. By default this path is:

C:\Program Files\Bizagi\Bizagi Modeler\Templates
4. When you generate your documentation in Microsoft Office Word, the wizard will allow you to
choose your template from the list.

Publish in PDF
You can publish your completed documentation and share it with your organization in PDF format.
1. On the Publish tab, in the Publish group, click PDF.

2. Select the Diagrams that you wish to publish.



You can also individually select elements from each diagram using the button or by double
clicking them.

5. For each diagram select the order in which the elements should be exported.
To move an element from its default position, select the element and click the button until you find

alphabetically.
Write permissions.
By default, the Diagram's model will be published in a Landscape orientation (only this page).
You may change this setting in this step as well.

7. The PDF document will be opened as soon as the documentation is generated.
You may customize your PDF output's styles (i.e, font color and sizes, include watermarks, etc).
To do so, edit the ModelerTemplate.dot file located at the ./Templates/ folder of your Modeler
installation.
For more information about editing styles in this template, refer to Document template.
Publish in Excel
You can publish your completed documentation and share it with your organization in Excel format.
Customize the output information to include in your document by selecting the diagrams and the
elements desired.
1. On the Publish tab, in the Publish group, click Excel.

2. Select the diagrams that you wish to publish.


4. For each diagram select the elements that you wish to include in the documentation.

You can individually select elements from each diagram using the button or by double clicking
them.


alphabetically.
Write permissions.

7. The Excel file will be opened as soon as the documentation is generated with the default program
installed locally to handle .xlsx files (MS Excel, Apache OpenOffice Calc, etc).

Excel Output distribution
· Each sheet corresponds to a Diagram in the model.
· If within your Extended Attributes you have tables, each filled-in table will generate an additional
sheet.
· The last sheet will display the resources defined in the Model.
The columns within each sheet are as follows;
· Process Sheets: First three columns correspond to the ID, Name and Description of the selected
elements in Step 4 of the Publishing wizard.
The other columns are the Basic and Extended properties of each element. When an element does not
have such property related, the cell will be blank. Values for each cell are:
o When the column is an extended attribute with types Image or File Embedded, a link will be
displayed with the name of the file. These files also published and stored in a folder created with
the output within the path selected in step 6: [ModelName]_files\files\attachments.
o When the column is an extended attribute with type File link, the corresponding link will be
displayed with the name of the file. Keep in mind that the file will NOT be part of the publication; it
is located in the path defined in the documentation.
o When the column is an extended attribute with type Multiple Selection Options, the value displayed
will be the selected options separated by a semicolon (;). i.e. USA; France; Germany
o When the column is an extended attribute with type Table, a link will be displayed referencing
another sheet within the Excel file.
o When the column is an extended attribute with type URL, a link will be displayed referencing the
address entered.
o For the other extended property types, the cell will be displayed in General format.
· Tables Sheets: This sheets will have the values entered in a determinate extended property with type
Table. When an attribute is duplicated in many elements, all the values will be displayed in the same
sheet.
o The first column will display the Element ID of the extended property.
o All the table's columns follow the same behavior specified above.

· Resources Sheet: First four columns correspond to the ID, Name, Description and Type (Role or
Entity) of the resources defined in the Model. The cell values will be displayed in General format.
Publish to Web
You can publish your completed documentation and share it with your organization in Web format.
You may view the Web documentation from a browser. To review the supported browsers, refer to
the system requirements.
1. On the Publish tab, in the Publish group, click Web.



You can select all elements across all diagrams by using the button.

clicking them.


alphabetically.
Write permissions.

Once the process has been published on the Web, you will be able to view your diagram
documentation.
Web Output
Generated documentation will show your selected processes in an initial Home page.
The description is displayed when the mouse is hovered over each process.

At any time, you may go into the Full screen mode (specially useful to present or view wide diagrams)
by clicking on the Full screen icon located at the top right corner:
Exit full screen mode by pressing the Escape key (ESC) or clicking on the Full screen icon again.
Further documentation included will be displayed when clicking over each element.
Click on your process to see the detailed information.

You will be able to see the documentation of any diagram element by clicking on it.
To exit from the details popup, close it or click anywhere else in the diagram.

If you want to access a specific Diagram form an external location using a Hyperlink to open a
process directly, instead of opening the Home page, open the desired process and copy the entire
URL. This URL can be used as hyperlink and the process will be opened directly.

To perform quick searches on the Process Elements, you may use the search field.
Notice that while searching on the Home page, you will be by default searching over all of your
processes:

To search only in a given process, you may quickly first click on that process:

In addition to this, at any time as well, you may use the pan option for quick navigation in the diagram,
or use zoom options which appear at the bottom part of the diagram when hovering the mouse in that
zone:

To go into detail of a Sub-process diagram o to display any of the presentation actions, you may click
on the small icons which appear at the top right corner of shapes, whenever the mouse is hovered on
them:
Presentation actions configured for an element are those same which are set for the presentation
mode:

If you want to have the process documentation available to be downloaded and printed from inside
the Web documentation, we recommend publishing first to Word or PDF and then saving the
documents in a file server.
Finally, link the URL path to that Word of PDF document as an Extended attribute so that it is shown
in the Web documentation.
Customize styles in Web
Overview
You can customize your Web output styles to adjust to your corporate standard.
Bizagi provides two ways to customize the web output colors: a basic customization where the main
colors can be changed, and the advanced css customization.
Basic customization
Once the Model has been published access the folder where the output is located and find the
key.json.js file.
Ope the file with a text editor.

Change the useTheme value to true, to enable the customization.
On the bottom of the file you will find the list of styles that can be changed.

Change the font family, the search icon, the background of the alert messages and the border of the
dashboard panel when the mouse is hover.
Further, change the color style color of the header, the navigation bar and the content panel. Save the
file to view the changes in your site
The first option of each section is the background color. The second option is the border of the
section. The third option (link) refers to the font color.

Advanced css customization
For advanced css users, a .css file is available to customize the styles as you desire.
Once the Model has been published access the folder where the output is located and find the
key.json.js file.
Ope the file with a text editor.

Change the useTheme value to true, to enable the customization.

Open the .css file located in libs/css/theme.css and perform the desired changes.
Publish from the command prompt
Overview
When generating documentation in Web format, you may choose to use the command prompt (DOS
console) instead of using the graphic wizard to guide you.
Generating documentation from the command prompt is specially useful to:
· Reuse the recent settings when last publishing that .bpm file's diagrams.
This way you don't need to reconfigure which diagrams or shapes to include in the documentation,
since Bizagi will use the previous configuration.
· Generate documentation in bulk, in an unassisted manner (batch mode).
This way you can run or schedule the generation of Web documentation outputs for any number of files
with a continue-on-error approach (if one file throws an error, others will be handled separately).
Command line arguments

To publish from the command prompt, use:
"[MODELER_INSTALLATION_PATH]"\BizagiModeler.exe
"[BPM_FILE]" /webPublish /publishPath:"[OUTPUT_PATH]"
Consider:
· [MODELER_INSTALLATION_PATH]: The full path where your Bizagi Modeler is installed. In such path
you will find the BizagiModeler.exe executable file.
Example: C:\Program Files\Bizagi\Bizagi Modeler\Modeler\.
· [BPM_FILE]: The name of the .bpm file containing the diagrams to publish. Make sure you include the
full path to that .bpm file and that Bizagi Modeler has access rights to this file.
Example: C:\My Downloads\PurchaseRequest.bpm

· [OUTPUT_PATH]: The full path to the directory where you want the output files to be stored (needs to
be already created).
In this path, Bizagi will additionally leave a PublishLog.txt file with details of the Web publish execution.
Ensure that the user running the console has write access to this directory.
Example: C:\My Documents\
Notice it is recommended to set all paths above inside of quotes, mainly because it is likely to have
your Modeler installed unto a path containing blank spaces.
After publishing to Web from the command prompt, details are logged at [OUTPUT_PATH]
\PublishLog.txt:
Of course you may alternatively choose to execute the Web publish from the command prompt,
while already being inside of the Modeler's installation path:
cd [MODELER_INSTALLATION_PATH]
BizagiModeler.exe "[BPM_FILE]" /webPublish /publishPath:"[OUTPUT_PATH]"
Batch publishing example

Notice you may rely on the command prompt options to create a .bat that publishes Web
documentation for any number of .bpm files.
This is specially useful when working with a large number of .bpm files, so that this procedure can be
scheduled and run in an unassisted manner (Bizagi will automatically use a continue-on-error
approach).
The following example illustrates this possibility.

Notice that for this example, the Modeler is installed at the default path which is C:\Program
Files\Bizagi\Bizagi Modeler\Modeler\:
Web documentation will be generated for these 4 .bpm files stored at C:\Downloads\ (as downloaded
from the Process Xchange):
The .bat file specifies the following command-line options:

"C:\Program Files\Bizagi\Bizagi Modeler\Modeler"\BizagiModeler.exe "Form 20F
Management.bpm" /webPublish /publishPath:"C:\My models"

"C:\Program Files\Bizagi\Bizagi Modeler\Modeler"\BizagiModeler.exe "Onboarding
Process.bpm" /webPublish /publishPath:"C:\My models"
"C:\Program Files\Bizagi\Bizagi Modeler\Modeler"\BizagiModeler.exe "Recruitment and
Selection.bpm" /webPublish /publishPath:"C:\My models"
"C:\Program Files\Bizagi\Bizagi Modeler\Modeler"\BizagiModeler.exe
"Change.bpm" /webPublish /publishPath:"C:\My models"
Executing this file named as publish.bat results in a successful execution:

For this specific example, since this .bat is run from E:\Downloads and the .bpm models are stored in
E:\Downloads as well, the location to these .bpm files do not need to specify the full path.
The output path will contain the Web documentation generated in separate folders for each of the
.bpm files (and a log file of the .bat execution):
Important notes
To publish from the command prompt, make sure you consider:
1. All command-line arguments are mandatory.
2. You will need to ensure that any .bat file you create is consistent.
For instance, for Models having Unicode or special characters in its name, you will need to ensure you
save that .bat file supporting those characters.
3. When a model does not have a previous configuration of the publishing preferences, Bizagi will
include all diagrams and elements.
Publish to Wiki
Overview
Generate your complete process documentation to Wiki format and share it throughout your
organization.
Customize the output information that you want to include in your document by selecting the diagrams
and the elements that will be contained in it.

Make sure you have MediaWiki installed in your server and a user with publishing rights, when you
generate this documentation.
Please review the versions support
Bizagi provides an intuitive wizard to helps you through the steps to generate your documentation.
1. Go to the Publish tab and select Wiki.



4. For each Diagram select the elements that you wish to publish in the documentation.
You can select all elements of all diagrams using the button.

You can also choose specific elements from each diagram by using the button or double clicking
them.

To move an element from its default position, select the element and click on the button until you
find the position you want.

alphabetically.
6. The following Information about the Wiki Server will be requested:
· Server: URL of your Wiki Server

· User and Password: User credentials to access your server. The user must have writing permissions.
· NameSpace: To help you differentiate thees process articles from others that are already published
in your wiki, Bizagi allows you to enter a word that will be set before all the created pages.
· Category: To help you organize your documentation we recommend that you include a category to
group the pages created in your wiki.
Click on Finish to publish the documentation on the selected server.

Wiki Output
Once the process has been published on your Wiki, you will be able to see the description of your
diagrams.

Click on your process to see the detailed information and elements.
You will be able to see the documentation of any shape by clicking on it.

To perform quick searches on the elements of your process, use the contents table. This will allow you
to quickly see the information of the shapes including basic and extended attributes.
Wiki version support

We support the following MediaWiki combinations with PHP
· Wiki 1.14.x with PHP 5.2.17
· Wiki 1.15.x with PHP 5.2.17 and 5.3.10
· Wiki 1.16.x with PHP 5.2.17 and 5.3.10
· Wiki 1.17.0 with PHP 5.2.17 and 5.3.10

Versions 1.17.1, 1.17.2 y 1.17.3 are not supported
· Wiki 1.18 with PHP 5.2.17 and 5.3.10
· Wiki 1.19 with PHP 5.3
Settings
To publish both content and images into your Wiki server, make sure:
1. That the physical upload directory has permissions set to allow creation and edition of pages and
files.
Similarly, the images directory set by default as "C:\Web\[your_mediaWiki_folder]\images\" should be
granted with full rights.
2. That the LocalSettings.php configuration file, contains the following settings:
$wgGroupPermissions['user']['upload'] = true;
$wgFileExtensions = array('png','gif','jpg','jpeg','doc','xls','mpp','pdf','ppt','tiff','bmp','docx', 'xlsx',
'pptx','ps','odt','ods','odp','odg');
$wgEnableUploads = True;
For MediaWiki version 1.20, use:

$wgGroupPermissions['*']['upload'] = true;
$wgEnableUploads = True;
Publish to SharePoint
Overview
You can publish your completed documentation and share it with your organization in the SharePoint
format.
Make sure you have SharePoint installed when you generate this documentation. Bizagi supports
SharePoint Services 3.0.
1. On the Publish tab, in the Publish group, click SharePoint.



Select all elements across all diagrams by using the button.

clicking them.


alphabetically.
6. The SharePoint Server Information will be required.

The SharePoint site must already be created. You need to provide the location and user credentials to
access it. Then click the Next button.

7. Specify the appropriate folder in which to publish your process. This folder must have Read and
Write permissions. Click the Finish button.

Once the process has been published on SharePoint, you will be able to view your diagram
documentation.
SharePoint Output
The legend displayed when the mouse is hovered over each process is defined in the Diagram
properties.
All other documentation included will be displayed when clicking over each element.

Click on your process to see the detailed information.
You will be able to see the documentation of any diagram element by clicking on it.
To perform quick searches on the Process Elements, use the search field.

To go back to the general view, click the Bizagi Modeler Logo.

Exporting to XPDL
Overview
The XML Process Definition Language (XPDL) is a format standardized by the Workflow management
Coalition (WfMC) to interchange business process definitions between different workflow products. The
XPDL format can store all aspects of a BPMN diagram, such as attributes, resources, etc. Also some
graphical information is held, for example the coordinates of the elements positions.
Bizagi offers the possibility to share your diagrams with others modeling tools that use BPMN notation.
You can export your diagrams to XPDL using the BPMN 2.0 notation shapes.
For more information about the currently supported XPDL version, refer to Supported standards.
To export your diagrams, follow the steps below:
1. On the Export/Import tab, in the Export group, click XPDL.
2. Specify the appropriate folder to save your XPDL file, this folder need Read and Write permissions.

Extended Attributes require data on them (or to have been exported with data) for their structure to
be included in the exported package.
3. After export to XPDL format, you will be able use it in any program that supports this format.
4. You can also import a diagram in XPDL format into Bizagi Modeler.
Click to learn more about importing a diagram from XPDL
Exporting diagrams as Image
Overview
Bizagi Modeler allows you to export your diagrams as images, to be opened with any graphic editor,
in the following formats: PNG, bpm, SVG or JPG.
To export your diagrams as images follow these steps.
1. On the Export/Import tab, in the Export group, click Image.

2. Select one of the image formats; namely, PNG, bpm, SVG or JPG. Specify the appropriate folder to
save your image. This folder need Read and Write permissions.

3. Click the Save button. Once the diagram has been exported, you will be able to see it in any
graphical editor.

Exporting to Visio
Overview
Bizagi Modeler allows you to export your diagrams to Microsoft Visio using the BPMN 2.0 notation
shapes.
Bizagi supports Visio 2003, 2007 and 2010.
Make sure you have Microsoft Visio installed when you export your diagrams.
1. On the Export/Import tab, in the Export group, click Visio.

2. Specify the appropriate folder to save your Visio file, this folder need Read and Write permissions.
Click the Save button.

Once the process has been exported to Visio, you will be able to edit and manage the diagram using
the Visio BPMN stencil.

Exporting to BPMN
Overview
Bizagi offers the possibility to share your diagrams with others modeling tools that use BPMN notation.
You can export your diagrams to the BPMN 2.0 xml format.
With this exporting option Extended attributes are not included in the generated package.
1. On the Export/Import tab, in the Export group, click BPMN.

2. Specify the appropriate folder to save your BPMN file, this folder need Read and Write permissions.
Click the OK button.

3. A message will confirm the export and a folder containing the diagrams will be created in the
specified location.
4. After exporting to BPMN 2.0 xml, you will be able use the file in any program that supports this
format.
You can also import a diagram in BPMN format into Bizagi Modeler. Click to learn more about
importing a diagram from BPMN

Documentation Portal
Overview
A Documentation portal is a shared repository where people within an organization can access the
company's processes and related documentation.
The following articles will illustrate how to organize your company's processes using Bizagi Modeler.
With a simple click users can navigate between various levels of detail, from a global view to the most
detailed information of the organization's processes.
The Documentation Portal can be created in your intranet (a file server as a shared folder) or any Web
portal. Just click the Publish to Web feature.
It can also be published in SharePoint or Wiki.
Your portal must have an structure and hierarchy that aids its navigation. The images bellow show an
example of this structure:
The highest level displays the functional areas and useful links.
The next level shows the processes related to an specific area.

The lowest level shows the process diagrams and their documentation.
Click here to see an example of a Documentation Portal
How to create a documentation portal

1. Define the structure of processes

A defined structure establishes the hierarchy of organizational areas and clarifies how different
processes of the business are classified and interrelated. In addition to the global structure, it is
necessary to define the information to be published and the way in which it will be presented.
Classification and hierarchy of processes

Processes are classified into a hierarchy of categories. Each category represents a company, area, sub-
area, process or any other grouping you define.
For example, in a completely flat organizational structure, if you classify your processes according to
areas it will result in 2 levels. The first will represent areas and the second the processes.
The first level will have as many categories as areas in the organization (each area represents a
category in level 1). The second level will have as many categories as processes in the organization
(each process represents a category in level 2).
The structure and number of levels depends on the layout of each organization and its particular
preferences. As shown, some organizations classify their processes according to areas and sub-areas
(Human resources, Sales, Marketing etc). Process-oriented organizations tend to follow mapping
structure of the ISO 9000 standards and so classify their processes according to operational function
within the business (strategic processes, operative processes and support processes).
Defining the most suitable structure is essential to provide users an intuitive and logical navigation
through the processes of your organization.
Information of each element

The information to be presented must be planned in advance. For each level define what information
should be displayed and how it will be accessed by final users.
The correct implementation of this step will facilitate understanding of processes within your
organization and ensure proper communication between them.
2. Create the Portal

Once the general structure of processes has been defined, you can proceed to organize it in Bizagi
Modeler. The key is to translate the structure previously defined into an interface that allows users to
easily navigate through the processes information.

In the Documentation Portal each category is represented by a page (or tab). On each page you can
define the information for display and the user interface.
Create the Main page

The main page is an overview of the processes areas within the organization. From here viewers can
access company-related information and any of the pages in level 1.
Icons to access level 1 pages are included as reusable sub-processes. This way it is possible to link
each icon to the corresponding page.
Additional information can be added by using Artifacts. Aside from improving the look and feel of the
page these elements allow you including links to other sites, pictures and documents.
Create category pages

Recall that a level is composed of categories, where each category is displayed by means of a page;
consequently a level comprises as many as there are categories.
Each category page is created in the same way as the main page, apart from the user interface and
information it displays. Use the reusable sub-process to represent the categories and incorporate
artifacts to include additional information and improve the look and feel.

Information of elements
Once the pages have been designed, it is necessary to configure the information that each Artifact will
display upon selection.
To customize the information, make use of Extended attributes. These attributes can include links to
another sites, images and documents, to name a few.
Link the menus

Once all the levels have been built, link the categories with their associated level. Associate the diagram
(page) from the properties of the corresponding sub-process that represents the category..

3. Publish the portal to Web format
Once the portal has been built in Bizagi Modeler, the final step is to publish it. Use the Web Publish
option to define the diagrams and information to be published.
Click here to see an example of a Documentation Portal
Creating a Documentation Portal (step by step)
Overview
In the following example we will build a documentation portal step by step.
Let us suppose that the Agility Corp has diagrammed and documented the following processes:
· Recruitment and selection

· Expenses report
· Help desk
· Travel request
· Access management
· Vacation leave request
· Accounts payable
· Purchase request
In order for processes to communicate and share all their related documentation, the Agility Corp has
opted to build a documentation portal. All business processes are diagrammed in Bizagi Modeler and
stored in a single .bpm file.

Click here to see the Web output of this Portal
Download here the complete Documentation portal in .bpm format
1. Defining the structure of processes
Classification and hierarchy of processes

Agility Corp concluded that the easiest and most convenient way to classify its processes would be
according to the area in which they are performed. Based on this, the following classification was
established:
Area Process
Human Resources · Recruitment and selection

· Travel Request
· Vacation Leave Request
Financial · Expenses report

· Accounts payable
Purchases · Purchase request
IT · Help Desk
· Access Management
Note this gives a two-level classification; the first denotes the functional areas and the second the
business processes.
The first level comprise of has four categories (each area represents a category of level 1). The second
level contains eight categories (each process represents a category of level 2).
Level 0 is used to represent the highest level of hierarchy, in this case, the global view of the company.
Information of each element

In this step we have to define what information has to be displayed at which level. The Agility Corp
wants different levels of information sharing:

Level 0: Company Level
· FAQ: Frequently asked questions about the company

· Manuals: Documentation on how to use the portal
· Contact information: Details of the company contact person if required.
· Help: Links to company resources.
Level 1: Areas Level

· Area description: A brief overview of the area and its functions.
· FAQ: Frequently asked questions about the area
· Manuals: Documentation setting out the structure and responsibilities of the area.
· Contact information: Details of the contact person for the area, if needed.
· Help: Links to area resources.
Level 2: Processes Level

This level will only contain the information of processes.
2. Creating the Portal in Bizagi Modeler

Now that the Agility Corp has structured its processes, we can proceed to build the Portal in Bizagi
Modeler.
Creating the main page

The first step is to create the page associated with the Level 0 global view (Main page). On this page,
the Agility Corp wants to show the different functional areas and some general information on the
organization:
· Company logo
· FAQ
· Manuals
· Contact information
· Help
The main page should look like this:

Follow the next steps to create the page:
1. Create a new diagram.
2. Remove the Pool shape and include the categories of Level 1, in this case, four sub-processes. Give
each the name of the area it represents.

3. Use image artifacts to insert the company logo and add icons to represent the FAQs, Manuals,
Contact us and Help.

4. Customize the appearance of the page using the different options and elements that Bizagi offers
such as modifying shapes colors, using making use of grouping, changing font types etc.
Creating category pages

The next step is to create the level’s pages. In our example, we have two levels. As the lowest level is
composed of the processes already diagrammed, we only have to create the pages associated with
level 1.
As level 1 is comprises four categories, we create four pages, one for each category: Human
Resources, Financial, Purchases and IT. On each page the Agility Corp wants to display the processes
associated with the category (area) and the following general information about the area:
· Area description
· Company logo
· FAQ
· Manuals
· Contact information
· Help

In the section bellow we illustrate how to create the page related to the Human resources category. The
remaining three pages are built in the same way.
1. Create a new diagram and name it as the category. Human Resources.

It may help to include numbers or codes to more easily identify to which level the diagram belongs.
2. Right-click the diagram and open its properties. Enter a description of the area.

3. Remove the Pool shape and include three sub-processes to reflect categories of Level 2. Give each
the name of the process it represents.
4. Use image artifacts to insert the company logo and include icons to represent the FAQs, Manuals,
Contact us and Help.

5. Add a Header artifact to include information related to the area. Note the header information is the
included in the diagram properties.

6. Customize the appearance of the menu using the different options and elements that Bizagi offers
such as modifying shapes colors, using making use of grouping, changing font types etc.
Information of elements
Once the structure of the pages has been configured we can continue to define each page element will
displayed upon selection.
Since we used artifacts (FAQs, Manuals, Contact and Help) we can customize the properties of these
objects to show the information required.
For instance, when viewers select the Manuals element in the main page, three different manuals must
display. To do that we create a table type extended attribute.
Do the following to customize the information displayed in this artifact:
1. Right-click the artifact and select properties.

2. In the Extended tab click Add new extended attribute
3. Assign the attribute name and description and select Table as the type.

4. Define the columns to be displayed in the table. Click the (...) icon in the columns field and set the
necessary ones.
5. Next add the information to be displayed, in this case, the instruction manuals.

6. Repeat this procedure for all elements on all pages.
Linking the pages

Once all pages have been created, the next step is to link them taking into account their interrelations
and hierarchy. As we saw, categories are represented by sub-processes. In order to connect them,
these sub-processes have to be converted into reusable sub-processes. This way we can easily select
the related diagram (page) from the sub-process properties.
Bellow we will connect the Main page with the functional areas pages.
1. Right-click a category (in this example an area) and convert the shape into a reusable sub-process as
shown below.
The shape borders will widen.

2. Right-click the category again and open its properties. From the Process field select the diagram to
be linked.
In this way, when users click the shape in the Work Portal the associated diagram will open.
Repeat this procedure to link all the diagrams to pages in the Portal.

3. Publish the portal to web format
Once built, the Documentation Portal can be exported to the Web as a HTML file to share with other
users within the organization.
To publish your Portal, do the following:
1. On the Publish tab, in the Publish group, click Web.
2. Select the diagrams you wish to publish.



4. For each diagram select the elements that you wish to publish in the documentation and click Next.

Write permissions.

Once the process has been published on the Web, you will be able to view your Documentation Portal.
Click here to see the Web output of this Portal

Download here the complete Documentation portal in .bpm format

Part VI
Modeler Collaboration
Services - MCS
Modeler Collaboration Services - MCS
Overview
Optimizing processes is a team effort. And the most successful teams are those who can contribute
effortlessly to their goals in a modern way – unrestricted by time or geography.
Bizagi's Modeler Collaboration Services (MCS for Modeler Collaboration Services) gives your team the
power to work together, smarter.
This section is designed to provide everything you need to know to get started in Bizagi Cloud.
How does this affect Bizagi Modeler?

The short answer: it doesn’t:
· Bizagi Modeler remains a freeware.
· Every Bizagi user is automatically entitled to a cloud Personal plan and can save models in Bizagi
Cloud, free, up to 10MB.
· Should you want to take advantage of our teamworking features, (sharing, editing, discussions) then
you will need to buy a Plan. Otherwise, everything remains free.
Benefits of Bizagi Modeler Collaboration Services:

You can transform Bizagi Modeler into a global portal for process governance and compliance:
Efficiency Collaboration Governance
Eliminate the need to create and Work together with your With centrally documented
manage a centralized process colleagues who can review the process models, employees can
repository by saving your models from anywhere on any easily access and learn those
models directly in the cloud. device and provide real time processes, improving
feedback. compliance with your policies
and procedures.
· Gain global access to all your models

You models and all associated documentation are stored in Bizagi Cloud. This secured cloud-based
central repository enables you to access and edit them anytime using Bizagi Modeler and all its power.
· Work offline
Business Analysts are regularly on the go. Moving fast from costumer to customer, they need to model,
take notes, add attachments and perform updates in a hurry. But companies don’t necessarily provide
Internet connection to outsiders. That’s why, in this latest release, Bizagi lets you work offline and then
synchronize the changes made to the collaborative design.

Models can be edited (i.e. change process flow, include documentation) exclusively from Bizagi
Modeler desktop.
· Stay productive from any device

In Bizagi Cloud, you can work on your processes anytime, anywhere, any device - without the restriction
of location or time zone.
· Work as a team and improve business collaboration

Capture process knowledge by sharing your processes to drive out inefficiencies, improve business
operations and improve communications.
Through our secure cloud process repository, multiple people in dispersed geographical locations can
work on the same projects simultaneously without duplication of time or effort.
· Obtain fast results

With powerful collaboration tools, changes are updated dynamically so everyone in the team is kept
up-to-date about the current status of any process model.
· Post comments and share ideas

Real-time comment boxes make it easy to review diagrams or specific tasks and leave comments for
others to action.
· Lessen the learning curve

Bizagi Modeler presents a user-friendly interface that makes process modeling easy to learn for both
business and IT users.
· Include attachments
Attachments add context to processes and can give explicit examples. In Bizagi Cloud, you simply
upload once and reuse attachments between processes.
How does it work
Using offline
capabilities, you can
Sign in to Bizagi Cloud check out your process
and start managing model, make changes,
your models. and sync it once you’re
Cloud Basics. back online.
Offline Modeler
Collaboration.

Add roles to users.
Editors have full access
Share your uploaded
to the process model,
models with your team
Contributors can
members or clients.
navigate and post
Sharing a model.
comments.
User roles.
Add attachments to
Navigate your Bizagi your diagrams and
Cloud to view all models share them between
stored in the repository. processes.
Bizagi Cloud website Attachments in the
Cloud
Manage your process

With Editor rights, work
models any time, any
on your processes as
place, any device in
you usually do from
Bizagi Cloud.
Bizagi Modeler desktop.
Managing Cloud
Editing Cloud models.
Models.
Cloud basics
Overview
When you store your models in Bizagi Cloud you can access them anytime, anywhere.
Remember that once a model is uploaded, it will be saved in Bizagi Cloud and thus it will no longer be
related to a local model.
You can access Bizagi Cloud from Bizagi Modeler desktop application or from Bizagi Cloud website.
Each one offers different possibilities to handle model uploaded to the Cloud.
· Bizagi Modeler desktop application is the exclusive space where you design your cloud processes:
edit process flow, add documentation, roles and simulate. It is from Modeler that you can upload
models to Bizagi Cloud.
· Bizagi Cloud website allows you to browse (process flow and documentation) and comment on
models, diagrams and shapes.

If you want to save your models in Bizagi Cloud you need an active Bizagi account. To learn more
visit How to subscribe to Modeler in the Cloud.
Bizagi Cloud Features

The following table describes what you can do from the Desktop version and what you can do from
Bizagi Cloud website.
Feature Modeler Bizagi Cloud

desktop website
User profile Authentication ü ü

management
Edit user profile - ü
Sharing models Share a model ü ü
Manage access rights to models ü ü
Collaboration View, add and reply to comments in ü ü
models, diagrams and shapes
Lock diagrams for editing ü -
Release diagrams ü -
Model Management Create a new cloud model ü -
Upload an existing model to Bizagi ü -

Cloud
Edit model properties ü ü

Review a diagram (process flow) ü ü
Review documentation (diagram shapes ü ü
and extended attributes)
Edit process flows in diagrams ü -
Edit documentation ü -
Basic Search ü ü
Advanced Search - ü
Manage attachments from Cloud storage ü -
Delete shared model - ü

Manage and organize diagrams through ü ü
folders*

Value Chain diagrams - ü
*Diagram organization through folder management can be performed as long as the model is
uploaded in the cloud.
Learn how to
· Upload and save a model in Bizagi Cloud
· Edit a model saved in the Cloud.
· Delete a model saved in the Cloud
MCS Plans
Overview
Bizagi Modeler Collaboration Services offer a host of features to help you work more productively,
whenever and wherever you happen to be. Take a look at our pricing packages to decide what’s right
for you.
Bizagi Cloud Plans

Bizagi offers three Plans, choose one according to your needs:
Personal Workgroup Enterprise
Editors use Bizagi Modeler to Editors can share models in the Editors can share models in the
store process models in the cloud. Contributors can view, cloud and publish when ready
cloud and access them through read documentation, comment so Contributors acknowledge
the Modeler website. and collaborate through a their role in process they are
browser. involved in, as well as view and
comment in a browser.

· Enterprise plan: Enterprise Plan allows an organization to build a global process collaboration
platform. Employees can collaborate efficiently to document processes and also certify themselves
on processes they are involved in ensuring better governance and compliance. To purchase
Enterprise plan please contact us.
· Workgroup plan: Workgroup plan provides the ability to bring experts within an organization or
team together to effectively collaborate while documenting the business processes. You can activate
a 30 day Trial plan. In the Bizagi Cloud website you can purchase the Workgroup subscription and
manage it.
· Personal plan: Personal Plan allows Modeler users to save all their processes directly in the Bizagi
Cloud eliminating the need to create and manage a centralized repository themselves. Users have
global access to their processes, anywhere, on any device. Every Bizagi account automatically entitles
the user to a Personal plan. Here, users can securely save their models secure in Bizagi Cloud, for
free, up to 10MB.
To collaborate (share models with teammates or clients) it is necessary to purchase a Modeler
Collaboration services Enterprise or Workgroup Plan.
Personal Workgroup * Enterprise
$0 $ 50 USD per Editor Yearly subscription

$10 USD per invoice paid in advance
Contributor
Owner Free $50/month N.A.
Editors N.A. $50/month N.A.
Contributors N.A. $10/month N.A.
Editors + Contributors 1 editor (the owner) unlimited unlimited
Models unlimited unlimited unlimited
Diagrams unlimited unlimited unlimited
Storage 10MB 100MB per Editor 200 GB per

subscription
Attachments - cloud ü ü ü
stored
Simulation ü ü ü
Import/Export ü ü ü
Mobile access in ü ü ü
website
Documentation in ü ü ü
website

Manage and organize
diagrams through ü ü ü
folders
Modeling ü ü ü
Collaboration - ü ü
Comments on models - ü ü
Comments on - ü ü
diagrams
Comments on shapes - ü ü
Real time notifications - ü ü
Models activity feed - ü ü
Advanced Search - - ü
Single Sign-On - - ü
Email personalization - - ü
Process Portal - - ü
Process Compliance - - ü
Dedicated Cloud - - ü
Services
Company sub-domain - - ü
* Bizagi offers a free 30-day trial enabling you to try and test the features before deciding whether our
Modeler Collaboration Services will be a good fit for you. By default, the free trial gives you access to
all features available in the Workgroup plan. By the end of the trial, you can choose to purchase a
subscription or let the trial expire (no billing information is collected) - and return to the Personal Plan.
During the 30-day free trial, you can invite up to 99 users.

Enterprise Plan
Overview
Enterprise Plan allows an organization to build a global process collaboration platform. Employees can
collaborate efficiently to document processes and also certify themselves on the processes they are
involved in ensuring better governance and compliance. To purchase Enterprise plan please contact us.
· Efficiency
o Process Portal: See a listing of not just the processes you are involved in but all the processes
published by the organization right from the home screen of Bizagi Modeler Website.
o Dedicated Cloud Services: Dedicated instances of the collaboration services with isolated storage
and a personalized URL.
o Portal and Email Personalization: Personalize both the portal and emails with your own logo,
fonts and colors.
o Single Sign-On: Avoid re-authentication needs by configuring Bizagi to authenticate against your
identity management systems.
· Collaboration
o Advanced Search: You can search across all the processes shared with or created by you. Also,
perform property based search within individual processes.
o Activity Stream: Keep track of all the changes being performed on the processes while you are
away.
o Real time notifications and synchronization: See who checked out a process diagram, get
notified each time a change is made and get alerts when the process is available to work on again.
· Governance
o Process Compliance: Users can acknowledge that they have reviewed the process and all the
steps, allowing the organization to create better governance and compliance.
Features
Enterprise Plan gives you the following features:

ü Yearly subscription invoice paid in advance.
ü 200 GB Storage per subscription.
ü Real time collaboration features
ü Advanced Search.
ü Single Sign-On.
ü Personalization.
ü Process Portal.
ü Process Compliance.
ü Dedicated Cloud Services.
ü Real Time Notifications.
ü Company sub-domain of Bizagi for Modeler Website (Example: https://model-
companyname.bizagi.com/)
Buy an Enterprise Plan

In order to purchase an Enterprise plan, please contact us.
Workgroup Plan
Overview
The Workgroup plan allows small and medium companies to collaborate in the definition of their
corporate processes.
· Collaborate
View, review, share and collaborate on process models any time, any place, any device. Enjoy
interacting with your team members from the devices they love: whether tablet, mobile, their PC or
Mac desktop.
· Greater Productivity
A great tool set enables you and your team to truly work together, whenever and wherever you
happen to be. Make comments on any part of the process diagram, navigate through the process
flow and make contributions. All you need is a browser.
· One 360 View

Get full visibility of each process model and its editorial status. See who checked it out, get notified
each time a change is made, and get alerts when the diagram is all yours to work on again. With
Bizagi Modeler Collaboration services, there’s no duplication of time or effort.
Purchase Workgroup plan

Subscriptions can be added and purchased from Bizagi Cloud Website. For more information about
pricing and Billing info, follow this link.
Bear in mind that if your subscription time is ended before paying a renewal, all models shall be
automatically unshared. Once a new subscription is payed, each model must be shared again
manually.
Follow the steps below to purchase subscriptions.
1. Log in to Bizagi Cloud Website.
2. Click on your Name (or email) and then, click Plan Management.

3. A right panel will expand. This will display the Licenses section; increase or decrease the number of
subscriptions and then click the Purchase button.

Editor and Contributor licenses are independent, If a user is an Editor and a Contributor in two
models, the Owner must pay for both subscriptions.
4. The Billing information window is opened, review or update the data displayed and then click Next.
Bizagi Cloud will redirect you to a PayPal transactional page.

5. PayPal will display your order summary. Review that the price corresponds to the number of
subscriptions to be purchased and log in using a valid PayPal account.

6. PayPal will display the user information. Click Agree and Continue to perform the payment.

By agreeing, PayPal will create an Automatic payment to automatically debit monthly from your
Paypal account the value purchased. In our example, PayPal will discount US$ 290 monthly.
To stop this automatic payment, log in https://www.paypal.com/?cmd=_manage-paylist using your
PayPal account and cancel your Bizagi subscription.
7. Once you accept the terms, PayPal will apply the payment. You will be redirected to Bizagi Cloud
website where the Welcome to Workgroup Plan window will display the number of subscriptions
purchased (Editors and Contributors) and the date where PayPal will charge the next payment. Click Ok
to close this window.

Pricing and Billing info
Overview
When you want to purchase a subscription for Bizagi Modeler Collaboration Services, the payment is
done through a valid PayPal account.
Paypal will charge you a monthly subscription to the registered payment type, according to the selected
subscriptions.
When you upgrade your plan to Workgroup from a Personal plan you must purchase an Editor
subscription for yourself, as Workgroup owner. For example, if you want to share your models with
four coworkers, two (2) Editors subscriptions ($50 USD per subscription) and two (2) Contributor
subscriptions ($10 USD per subscription), the price for this transaction will be $170 USD, the additional
$50 USD corresponds to your owner's subscription.
If you are purchasing from a country who is part of the European Economic Community, you have to
provide your VAT ID along with their billing information to avoid being charged VAT.
To view the status of your current plan, just Log in to Bizagi Cloud and click on the link of your display
Name. Then click Plan and Billing.

The right panel will expand. This panel will display the following information:
1. Plan: describes your current plan. The possible

values are Workgroup or Workgroup (Trial).
2. Models owned: displays the amount of models

that a user owns.
3. Licensed users: displays the number of

subscriptions available and in use for Editors and
Contributors.
4. Total storage: displays the available storage of

the Workgroup (in Megabytes) and the used
storage.
5. Need more storage?: displays the Purchase now

button in order to open the Plan Management
option.

6. Plan rate: displays the total monthly payment for
the purchased subscriptions.
7. View Invoices & History: displays a list of the

invoices generated with your purchases and
monthly payments.
When the list of purchases is requested, you can select the invoice to download through the link in each
record.

Workgroup Trial
Overview
Bizagi offers a free 30-day trial which enables you to test out the features of our Modeler Collaboration
Services before purchasing. By default, the free trial gives you access to all features available in the
Workgroup plan. By the end of the trial, you can choose to purchase a subscription or let the trial
expire (no billing information is collected) - and go back to Personal Plan.
During the 30-day free trial, you can invite up to 99 users.
With the trial you obtain:

· 100 MB of additional Storage per Editor.
· Ability share your process models with teammates.
· Collaboration tools (comments, etc).
· Add up to 99 users shared between Editors and Contributors.
Activating your Trial

The Trial can be activated from Bizagi Cloud website. You can active it once. If your trial expires you
need to purchase a Workgroup subscription to continue enjoying the benefits of the Service.
1. To activate your trial, click on the Upgrade your plan located under the link of your display Name.
2. The Change Your plan window will display. Click on Start free trial!.

3. Another window will ask you to accept our term and conditions, click on this checkbox and then click
on Start.

A confirmation message will be displayed.
When your trial is activated, Bizagi will give two (2) Editor subscriptions and two (2) Contributor
subscriptions by default, which means that you start your trial with 300MB of available storage.
The bar will indicate that the logged account is in Trial, and a button to Upgrade easily. The days
remaining before expiration are displayed when there are 25 remaining days or less.
The information above is also displayed in the upper right corner of Bizagi Modeler when you click on
your name after logging in.

When your trial expires, all the Models in your Workspace will still be available to you from both the
Bizagi Cloud Website and Bizagi Modeler. Nonetheless, Bizagi will leave your Models in read only
model. This means that neither you nor your collaborators will not be able to add models, diagrams,
attachments or make comments until the amount of available space in Bizagi cloud drops to less than
10 MB.
For example, if you have used 80 MB of storage and the trial period expires, you and your colleagues
need to upgrade to a Workgroup plan with at least one Editor in order to continue collaborating in the
cloud.
Adding or removing subscriptions

In your Trial plan, you can add or remove subscriptions. Add up to 99 editors and contributors for free.
Subscriptions can be added from Bizagi Cloud Website, follow the steps above in order to add or
remove subscriptions.
1. Log in to Bizagi Cloud Website.
2. Click on the link of your Name and then click Plan management.

3. The right panel will be expanded. In Licenses increase or decrease the number of subscriptions and
then click the Update Licenses button.

Personal plan
Overview
Every free Bizagi account automatically entitles the user to a Personal plan where you can securely save
models in Bizagi Cloud, for free, for up to 10MB.
This account type is perfect for individuals working on a project, with no need to share models.
As a user in Personal plan, log into Bizagi Cloud. A bar will indicate that you are in the Personal plan
and display a button to easily Upgrade to Workgroup plan..
Plan information is also displayed in the top right corner of Bizagi Modeler when you click on your
name.

Upgrade to Workgroup plan
Switch on Bizagi Modeler Collaboration Services and enjoy a host of new benefits:
· Collaborate
View, review, share and collaborate on process models any time, any place, any device. Enjoy
interacting with your team members from the devices they love: whether tablet, mobile, their PC or
Mac desktop.
· Greater Productivity
A great tool set enables you and your team to truly work together, whenever and wherever you
happen to be. Make comments on any part of the process diagram, navigate through the process
flow and make contributions. All you need is a browser.
· One 360 View

Get full visibility of each process model and its editorial status. See who checked it out, get notified
each time a change is made, and get alerts when the diagram is all yours to work on again. With
Bizagi Modeler Collaboration services, there’s no duplication of time or effort.
Purchase the Workgroup plan and enjoy great team collaboration features. You can also sign up to the
Workgroup 30-day trial and enjoy team collaboration features free for 30 days.
Signing in to Cloud
Overview
With Modeler Collaboration Services, you may subscribe to a Personal, Workgroup or Enterprise plan.
Regardless of your plan, you will need to sign in to Cloud by using your registered e-mail in order to
get started.
This is applicable both for the Bizagi Cloud website and for the Bizagi Modeler (desktop application)
given that from both of them you can access Bizagi Cloud by using your credentials.
The signing in procedure may however, slightly vary if you are using a personal e-mail or a corporate
e-mail.
Personal e-mails are those typically used in Personal or Workgroup plans; while corporate e-mails entail
the use of a Enterprise plan.
The Modeler Collaboration Services support a Single Sign-On experience for the Enterprise plan.
Cloud authentication
The Modeler Collaboration Services rely on a robust Authentication module which enables users to sign
in securely to the service while relying on interoperable possibilities which integrate diverse identity
providers such as Google, MS Live, Azure AD, or even an on-premises Microsoft ADFS system.
Google and MS Live are available when signing in with a personal e-mail for Personal or Workgroup
plans.
Azure AD or ADFS integration, are available when signing in with a corporate e-mail for Enterprise plans.
The following diagram represents the authentication possibilities and its high-level architecture:

Further information
To learn how to sign in with the above options, refer to:
· Signing in with a personal e-mail, either with the e-mail you registered for your www.Bizagi.com
account, Google, or MS Live.
· Signing in with a corporate e-mail, either integrating a corporate Azure AD subscription or
integrating a corporate ADFS.
Signing in with a personal e-mail
Overview
In order to get started using Modeler Collaboration Services, either while using the Bizagi Cloud
website or the Bizagi Modeler (desktop application), you will need to sign in to Cloud as described at
Signing in to Cloud.
The following section describes how to sign in when using a personal e-mail as in those typically used
in Personal or Workgroup plans, such as the e-mail you registered for your www.Bizagi.com account,
Google, or MS Live.
Signing in from Bizagi Modeler in your desktop

To sign in from the Bizagi Modeler desktop application, follow these steps:
1. Open Bizagi Modeler.

2. Enter your credentials in the pop up window.

At this point you may choose any of these options:
· Enter the e-mail you registered for your www.Bizagi.com account and click Login.
· Click the icon to sign in with your Microsoft live account.
Once redirected to https://login.microsoftonline.com, input your Microsoft Live e-mail or phone and
authenticate as you normally do in Microsoft online services and click Next.

Notice that:
1. Bizagi establishes a secure connection with Microsoft online services by relying on the OpenID
Connect protocol (version 1.0), and by employing an OAuth 2.0 compliant sequence flow that relies
on the Authorization code spec.
2. You authenticate directly at Microsoft online services, which means that your password is not
transferred, not handled, and not stored by Bizagi at any moment.
3. Once signed in and when further using the Bizagi Modeler, you will be able to rely on Single Sign-
On capabilities.
· Click the icon to sign in with your Google account.

Once redirected to https://accounts.google.com, input your Google e-mail or phone and authenticate as
you normally do in Google and click Next.

Notice that:
1. Bizagi establishes a secure connection with Google by relying on the OpenID Connect protocol
(version 1.0), and by employing an OAuth 2.0 compliant sequence flow that relies on the Authorization
code spec.
2. You authenticate directly at Google services, which means that your password is not transferred,
not handled, and not stored by Bizagi at any moment.

On capabilities.
3. Only when signing in for the very first time, you will be displayed with your account's profile.
Ensure your account details are accurate and click Save.
Once signed in, your name will be shown where the Sign in link was located.

Notice that if you sign out, or close the pop up without signing in, you may alternatively, select the Sign
in link in the upper right corner of the screen:
At this point you are connected to the Modeler Collaboration Services.
Signing In from the Cloud

To sign in from the Cloud directly (by using a browser), follow these steps:
1. Go to https://model.bizagi.com.
2. Enter your credentials at https://account.bizagi.com.

At this point you may choose any of these options:
· Enter the e-mail you registered for your www.Bizagi.com account and click Login.
· Click the icon to sign in with your Microsoft live account.
Once redirected to https://login.microsoftonline.com, input your Microsoft Live e-mail or phone and
authenticate as you normally do in Microsoft online services and click Next.

Notice that:
1. Bizagi establishes a secure connection with Microsoft online services by relying on the OpenID
Connect protocol (version 1.0), and by employing an OAuth 2.0 compliant sequence flow that relies
on the Authorization code spec.
2. You authenticate directly at Microsoft online services, which means that your password is not
transferred, not handled, and not stored by Bizagi at any moment.
On capabilities.
· Click the icon to sign in with your Google account.

Once redirected to https://accounts.google.com, input your Google e-mail or phone and authenticate as
you normally do in Google and click Next.

Notice that:
1. Bizagi establishes a secure connection with Google by relying on the OpenID Connect protocol
(version 1.0), and by employing an OAuth 2.0 compliant sequence flow that relies on the Authorization
code spec.
2. You authenticate directly at Google services, which means that your password is not transferred,
not handled, and not stored by Bizagi at any moment.

On capabilities.
Once signed in, your name will be shown in the upper right corner.

Signing in with a corporate e-mail
Overview
In order to get started using Modeler Collaboration Services, either while using the Bizagi Cloud
website or the Bizagi Modeler (desktop application), you will need to sign in to Cloud as described at
Signing in to Cloud.
The following section describes how to sign in when using a corporate e-mail such as one involved in
an Enterprise plan, directly integrated to an on-premises ADFS or a third-party cloud service such as
Azure AD.
Signing in from Bizagi Modeler in your desktop

To sign in from the Bizagi Modeler desktop application, follow these steps:

2. Enter your credentials in the pop up window.

Notice that the pop up window will automatically display the page allowing you to authenticate against
your corporation's identity service provider.
Available options are:
· An Azure AD service.
· An on-premises ADFS.
· The default www.Bizagi.com accounts identity and access manager.
In order for such authentication against an Azure AD or ADFS to take place, ensure that your
Enterprise plan has been previously configured to support integrated authentication by an admin user
of your Enterprise subscription.

For more information about the required configuration, refer to:
· Azure AD configuration and technical details.
· ADFS configuration and technical details.
For instance, for an Azure AD or ADFS, you will be redirected to Microsoft's login screen:
Input your credentials and authenticate as you normally do within your corporate authentication system.
Notice that:
1. Bizagi establishes a secure connection with your corporate authentication system by relying on the
WS-Federation protocol which in turn relies on SAML-compliant assertions and Secure Token Service
(STS).
2. You authenticate directly at your corporate authentication system, which means that your password
is not transferred, not handled, and not stored by Bizagi at any moment.
On capabilities.

Once signed in, your name will be shown where the Sign in link was located.

Notice that if you sign out, or close the pop up without signing in, you may alternatively, select the Sign
in link in the upper right corner of the screen:
Signing In from the Cloud

To sign in from the Cloud directly (by using a browser), follow these steps:
1. Go to https://model-companyname.bizagi.com/.
2. Enter your credentials.
Notice that you will be automatically redirected to that page allowing you to authenticate against your
corporation's identity service provider.
Available options are:
· An Azure AD service.
· An on-premises ADFS.
· The default www.Bizagi.com accounts identity and access manager.

In order for such authentication against an Azure AD or ADFS to take place, ensure that your
Enterprise plan has been previously configured to support integrated authentication by an admin user
of your Enterprise subscription.
For more information about the required configuration, refer to:
· Azure AD configuration and technical details.
· ADFS configuration and technical details.
For instance, for an Azure AD or ADFS, you will be redirected to Microsoft's login screen:

Input your credentials and authenticate as you normally do within your corporate authentication system.
Notice that:
1. Bizagi establishes a secure connection with your corporate authentication system by relying on the
WS-Federation protocol which in turn relies on SAML-compliant assertions and Secure Token Service
(STS).
2. You authenticate directly at your corporate authentication system, which means that your password
is not transferred, not handled, and not stored by Bizagi at any moment.
On capabilities.

Once signed in, your name will be shown in the upper right corner.

Azure AD configuration and technical details
Overview
In order to integrate your Enterprise subscription with your corporate Azure AD you will need to carry
out the configuration steps as described in this section.
Note that these are done only once, typically by an admin user of your Enterprise subscription having
access to your Azure AD.
Once these steps are carried out, signing in to Modeler Collaboration Services directly via Azure AD, is
done as described at Signing in with a corporate e-mail.
What you need to do

An outline describing the configuration needed to sign in with Azure AD considers these steps:
1. Register an authorized application.

2. Communicate with cloud@bizagi.com for next steps.
Configuration
Follow the steps presented to integrate Bizagi Modeler Services with your Azure AD:
1. Register an authorized application.

This step is done directly at your Azure portal by doing:
1.1 Sign in to Azure's classic portal at https://manage.windowsazure.com.
1.2. Go into your Active Directory.

Click on Active Directory option at the left panel and click your configured active directory to add a new
application to it.

1.3. Add a new app.
Go to the Applications tab and click on Add located in the lower ribbon.
1.4. Input the app's basic details

Give this application a name, and select Web Application and/or Web API for its type.

Click Next (the icon).
1.5 Input the app's URL properties

Add details as described below:
· Sign-on URL: This should correspond to the base URL of the authentication module of the Modeler
Collaboration Services, which specified as
https://account.bizagi.com/core
· APP ID URL: You may use the same URL as above.

Click Finish (the icon).
At this point Azure takes a moment to create your new app:
1.6 Set the Reply URL the newly created app

In order to do this, go into the Configure tab of the newly added app.

Scroll down to the single sign-on section and edit the Reply URL so that it references
https://account.bizagi.com/core/adfs

Click Save when done.

This step is done by sending an e-mail to cloud@bizagi.com in order to share certain information so
that the integration is successful.
Among the information you will need to include, consider sending the full list of users that will be
entitled to access Bizagi Modeler Services through the integrated authentication.
The full list of users should be sent in an excel file, including these columns:
· Given name
· Surname
· E-mail address
· Job title
· Manager's e-mail address
· Enabled (specified as 1 for true, 0 for false).
· Country code
· State/Province
· City

ADFS configuration and technical details
Overview
In order to integrate your Enterprise subscription with your corporate ADFS you will need to carry out
the configuration steps as described in this section.
Note that these are done only once, typically by an admin user of your Enterprise subscription having
access to your ADFS system.
Once these steps are carried out, signing in to Modeler Collaboration Services directly via your ADFS, is
done as described at Signing in with a corporate e-mail.
Prerequisites
Before you get started, ensure that your ADFS system is compliant to these Modeler Collaboration
Services' requirements:
1. ADFS version 3.0 supported.
2. The ADFS must be accessible via a public URL and while using a valid server certificate (supporting
HTTPS through a certificate which is issued by a CA).
What you need to do

An outline describing the configuration needed to sign in with ADFS considers these steps:
1. Create the relying party trust with Modeler Collaboration Services.

Configuration
Follow the steps presented to integrate Bizagi Modeler Services with your ADFS:
1. Create the relying party trust with Modeler Collaboration Services.

To set the trust relationship between Modeler Collaboration Service (the relying party) and your ADFS,
create a relying party trust as presented below.
1.1 Launch the creation of a relying party trust by clicking Add a trusted relying party.

Click Start.
1.2. Select Enter data about the relying party manually option to specify the data source.

Click Next.
1.3. Specify the display name and a meaningful description as well.

Click Next.
1.4. Choose the newest AD FS profile supporting SAML 2.0:

Click Next.
1.5. Configure the certificate for token encryption purposes as an additional security measure
(optional).
You may choose to skip this step and click Next.

1.6. Configure the URL by ticking the Enable support for the WS-Federation protocol.
Specify the URL address of your Modeler Collaboration Services.

Click Next.
1.7. Configure the identifiers by using the same URL specified above.
This URL should appear under the identified/valid URLs.
Should you need to input another URL with a different identifier, enter this URL and use the Add button.

Click Next.
1.8. Configure the Issuance authorization rules by choosing the Permit all users to access this relying party
option.

Click Next.
1.9. Review the configuration.

Browse the summary of all configuration carried out for this relying party trust.
When done and completely sure that you do not need changes, click Next.

1.10. Create the Claim rules for this trust by ticking the Open the Edit claim rules dialog for this relying
party trust when the wizard closes.
This way, upon trust creation you will immediately create a claim rule and finish up the configuration.

Click Close.
1.11. Create a claim rule by using the Add Rule.. button.

You will need to ensure that you can send UPN, E-mail address and Name as information within the
claim that is passed onto the Modeler Collaboration Services.
For instance, you may create a new claim rule by choosing the Send LDAP Attributes as Claims template:

Click Next.
1.12. Configure the rule by giving it a name, and explicitly including:

· Attribute store: Attribute Directory.
· Mapping of LDAP Attributes to outgoing claim types, including:
o User-Principal-Name mapped to the UPN
o E-mail-Addresses mapped to the E-mail Address.
o Common-Name mapped to the Name .

Click Finish.
You should have a registered claim rule for your specific relying party configuration.
Once you have verified this is correct, click OK.

This step is done by sending an e-mail to cloud@bizagi.com in order to share certain information so
that the integration is successful.
Among the information you will need to include, consider sending the full list of users that will be
entitled to access Bizagi Modeler Services through the integrated authentication.
The full list of users should be sent in an excel file, including these columns:
· Given name
· Surname
· E-mail address
· Job title
· Manager's e-mail address
· Enabled (specified as 1 for true, 0 for false).
· Country code
· State/Province
· City

Uploading or saving models to Cloud
Overview
Every model stored in Bizagi Cloud needs to be created using Bizagi Modeler and then uploaded to
your account. You have two options to upload models:
· Upload a model that has been previously stored locally in your desktop
· Save a new model directly in Bizagi Cloud
For more information about creating models click here,
Upload an existing model that is initially stored locally

In order to upload to your account an existing model that is stored in your local machine (or a file
server) follow the next steps:
1. Sign into Bizagi Cloud.
2. Open your local model clicking File > Open > Computer.
Use the Browse button if your desired model is not in the Recent models list.

3. Select your desired model and click Open.

4. Click Save as from the Bizagi Cloud ribbon.
This will redirect you to the Save as option found in the File menu.
5. In the File menu select Save option within Bizagi Cloud section.

6. Enter a name for the model and a description (Optional).
If the model was saved locally Bizagi gives the same name. You can keep the current name of the
model or change it.
Upload the model by clicking Save.

6. Wait for the model to be uploaded.
7. When the model is uploaded, a window will display. Select OK to continue.

Bizagi uploads the model including its inner diagrams, and the File type Extended Attributes, which are
uploaded as Cloud Attachments, Due to security requirements, the following extension files cannot be
uploaded to Bizagi Cloud.
File File
extensio File type extensi File type
n on
.ade Microsoft Access project extension .msc Microsoft Common Console document
.adp Microsoft Access project .msp Windows Installer update package file
.bat Batch file .mst Visual Test source files
.chm Compiled HTML Help file .pif Shortcut to MS-DOS program
.cmd Microsoft Windows NT command .scr Screen saver

script
.com Microsoft MS-DOS program .sct Script file
.cpl Control Panel extension .shb Windows shortcut
.exe Executable file .sys System File
.hta HTML program .vb Microsoft Visual Basic Scripting Edition

(VBScript) file
.ins Internet Naming Service .vbe VBScript Encoded Script file
.isp Internet Communication settings .vbs VBScript file
.jar Java Archive file .vxd Virtual Device Driver file
.jse JScript Encoded script file .wsc Windows Script Component
.lib Physical File Library .wsf Windows Script file
.lnk Shortcut .wsh Windows Script Host settings file
If there is a file with any of the extensions above, Bizagi will display a warning. Click on Yes to upload
the model avoiding these files or No to cancel the whole uploading.

The structure presented is Diagram > Task > File Name.
8. As soon as your model is uploaded it will be shown in Read-only mode. This is because all models
stored in the Cloud are ready to be shared. And all shared models have a check-in/check-out
functionality that allow editors to prevent users overwriting changes made by another user.

If you want to edit your model, you must check it out. For further information read the article Editing
Cloud Models.
From now on, your model will be saved in the cloud.

Every change performed by anyone on your team will be displayed in the Notifications area.
The local file you just uploaded won't be changed and you can keep it without any modification.
Editing Cloud Models
Overview
The ability to edit process flow and documentation (description, Extended attributes, Resources) is
exclusively available through Bizagi Modeler desktop. It can only be performed by those with Editor
permissions over the Model.
You can open a model stored in the Cloud using Bizagi Modeler and edit it as you always do.
You can view a model stored in the Cloud through a browser with your Bizagi Cloud account, and
launch Bizagi Modeler desktop to edit it.

All models stored in the cloud use a Check-in / Check-out Diagram functionality that prevents users from
overwriting changes in a single diagram. When a model is shared, all its diagrams are locked (checked-
in) for edition.
To change a process, check-out the diagram and make the adjustments (only available from Bizagi
Modeler desktop).
As soon as it is checked-out it will automatically be unavailable for other users to edit. All users will
receive a notification that the diagram is checked out, plus the name of the user who checked it out.
All users sharing the diagram can still view documentation and make comments, but will not be able to
change the flow or documentation.
When changes are finished click Check In. This will release the diagram from any other user to edit it. All
users will be notified that the diagram is available for editing.
If you have Editor's permissions over a model and you want to edit a diagram do one of the following:
· Open the Model using Bizagi Modeler desktop.
· Open the Model using Bizagi Cloud Website and launch Modeler desktop
Processes with Published status cannot be edited.
Edit a diagram using Bizagi Modeler

User with Editor access can open diagrams stored in Bizagi Cloud, and edit them as they require.
To edit a diagram:
1. Open Bizagi Modeler. Click in File tab.
2. Go to Open and select Bizagi Cloud. Then click on Browse.

3. If you are not signed in, the Sing in window will display. Use your valid credentials to Sign In to Bizagi
Cloud.
4. Once you log in, the Open Model window will be displayed.

5. Select the diagram that you want to edit.
Once the diagram is selected, a warning will be displayed. The diagram cannot be edited, for it is in
Read only mode.

6. In the Ribbon, click Check Out. Once you click this button, the diagram will be locked for editing. No
users can now make changes.
This action can also be performed from the link displayed in the yellow bar under the Ribbon.
Your colleagues watching the diagram in Bizagi Cloud will automatically receive a notification to say that
the diagram has been checked out.
7. Edit your diagram.
8. Once you finish your changes, simply release the diagram by clicking the Check In button. By doing
this, the diagram will released to other Editors to perform changes.
Your colleagues watching the diagram in Bizagi Cloud will receive a notification to say that the diagram
has been checked in.

· Check Out Diagram and Check In Diagram buttons will only Lock/Unlock the diagram itself, not the
whole model.
· Always check in your diagram once you're done so that others can make changes. If you don't, the
diagrams will remain in Read Only mode.
· On closing Bizagi Modeler, you will receive a prompt, asking you to release any diagrams that
you’ve checked out. Hit OK to automatically check them in.
Edit a diagram from Bizagi Cloud Website

When a user views a model/diagram via browser and has Editor access, he/she is able to edit a
diagram through Bizagi Modeler.
1. To edit a Model, click Edit in Bizagi Modeler option located within three dots menu beside the Model.
This button is also available in the workspace of your model at the right side of the toolbar.
This option is also available in any diagram. In this case, Bizagi Modeler will open the directly the
diagram and you can skip step 3.

2. Once you click on the icon, Bizagi Cloud will prompt to have Bizagi Modeler installed in order to edit
models. If you don't have Modeler installed, you can click the link to download it.
If you have Modeler installed click OK.

3. Bizagi Modeler will launch. Select the diagram you wish to edit.
When you chose the diagram to be edited, a bar over the diagram will be displayed warning that this
diagram cannot be edited because it is in Read only mode.

4. In the Ribbon, click Check Out. Once you click this button, the diagram will be locked for editing. No
users can now make changes.
This action can also be performed from the link displayed in the yellow bar under the Ribbon.
Your colleagues watching the Diagram in Bizagi Cloud will automatically receive a notification warn them
that the diagram has been checked out.
5. Edit your diagram.
8. Once you finish your changes, release the diagram by clicking the Check In button. By doing this, the
Diagram will released to other Editors to perform changes.
Your colleagues watching the Diagram in Bizagi Cloud will automatically receive a notification warn them
that the diagram has been checked in.

Model properties
You can change the name and description of any model, either via the Bizagi Cloud website or Bizagi
Modeler. This properties can only be changed by Editors.
From Bizagi Cloud website

1. Click the Properties option located within three dots menu beside the Model.
2. The properties window will display. You can change the name and the description here.

3. Click Save to apply changes, otherwise, click on Cancel.
From Bizagi Modeler

1. Follow steps 1 to 4 in Edit a diagram using Bizagi Modeler section.
2. Locate the Model Properties button in the Ribbon, within the Bizagi Cloud section, and click on it.
3. The properties window is displayed. Change the name or the description here.

4. Click on Save to apply changes, otherwise, click on Cancel.
Deleting a Cloud Model
Overview
You can delete models and diagrams stored in the Cloud anytime to organize your model's list or free
up your plan's quota.
This procedure cannot be undone. Therefore we strongly recommend that you save a local backup of
the model or diagram to be deleted.
Bear the following guidelines in mind when using the Delete facility:
· Models can be deleted from the Cloud website exclusively.
· A process model can only be deleted by its owner.
· A model cannot be deleted when it has one or more locked diagrams (by any user).
· Diagrams can be deleted from Bizagi Modeler exclusively
· Editors and Owners can delete Diagrams of a Model from Bizagi Modeler.
Deleting a Model
In Bizagi Cloud, model owners can delete their models using trash can icon.
1. Click the Delete option located within three dots menu beside the Model.

2. Once you click on the option, Bizagi Cloud will prompt a warning message. Click on Delete Model
button.
3. After clicking Delete Model, your model will no longer be available to edit or comment. If the model
was shared, neither Editors or Contributors will be able to access it.

Deleting a diagram
Users with Editor access can delete diagrams of models shared through Bizagi Modeler:
1. Open the Model where the diagram to delete is located (using File > Open > Bizagi Cloud).

2. Select the diagram that you want to delete.

3. In the diagram's tab, right click on the tab and click Remove.
4. Once you click Remove, Bizagi Modeler will prompt a warning message. Click Yes.
Users sharing the model will receive a notification warning that you delete the diagram. They will no
longer be able to access it.

Bizagi Cloud website
Bizagi Cloud presents a website where the process models stored in Bizagi Cloud are displayed. All
users being Owners, Editors or Contributors can easily access and learn about all corporate processes.
They can navigate them, comment and learn in detail each task by reviewing its documentation.
To access the site, a web browser is required, as well as a Bizagi account.
Bizagi offers two sites: one for Enterprise subscriptions and another for Personal and Workgroup
subsriptions.
Refer to each specific subscription to understand how the website works.
Enterprise Plan Website
Enterprise subscriptions have a dedicated private and isolated cloud to save and access their
corporate process models.
This dedicated cloud comes with a custom URL such as https://model-YourCompanyName.bizagi.com/.
To access the Bizagi Cloud website open a browser and type your corporate Enterprise URL.

For Editors, when working from Bizagi Modeler desktop application, access Bizagi's Cloud website by
clicking the bizagi.com button located in the Home tab in the Ribbon.
We recommend using the latest Google Chrome for best user experience.
There are two main views in the site:
· My Processes view
My Processes is the default view, where the compliance features are displayed. This view is created for
each user individually displaying exclusively the processes they have a role in. In My process view users
can acknowledge the understanding of each process scope and the exact way they are supposed to
execute their every day work.
· Process Models.
This is the collaboration view, where all process models that are under construction or have been
approved and published are displayed.

All users, being Editors or Contributors can see the processes they own and the ones that have been
shared with them to collaborate in their definition.
Process Models View

Overview
Process Models view is where all process models that are under construction or have been approved
and published are displayed. All users, being Editors or Contributors can see the processes they own
and the ones that have been shared with them to collaborate in their definition.
This view displays all the Models that are owned by the logged user, as well as the ones that have been
shared with him/her.
Each model displays some options according to the permission levels assigned to the user:
· Owner all options are available
· As Editor most options are available except the deletion of a model.
· Contributors can navigate through the model and comment but they do not have edition
permissions.
Navigating through a model

To navigate a Model and its processes just click on the Model's name.
Within Models, Bizagi allows you to organize your processes using Folders to achieve any hierarchy
and organization desired. Create as many folders and you need. You can even create folders within
folders with no levels restriction.

Diagram Display
Diagrams can be displayed in List or Grid View by clicking on the corresponding button in the toolbar,
the default view is Grid.
When the List view is selected When the Grid view is selected
If Grid view is selected a diagram's thumbnail will be visible, whereas if the List view is selected only
basic information will be displayed, no thumbnail.
Model options
Models are displayed by name and their description right below it. When the full name or description is
not displayed, hover over the name to display it.

Bizagi offers several actions to perform on your model when you click on the three dot menu by your
model's name.
These options are:

· Edit in Bizagi Modeler: This option launches Bizagi Modeler to edit the model. It is available when the
user is an Owner or Editor. Refer to Editing Cloud Models for more information.
· Properties: Enables the edition of the Model's name and description. This option is available when the
user is an Owner or Editor. Refer to Editing Model Properties for more information.

· Invite People to Model: This option displays the window to invite other people to collaborate. It is
available when the user is an Owner. Refer to Sharing and collaborating for more information.

· Delete: This option is available when the user is an Owner. Refer to Deleting a Cloud Model for more
information.

Diagrams and Folders
When navigating a Model you will be able to see all the diagrams created in it as well as its Folders.
Just navigate through diagrams and folders to view and review each diagram's definition by reading
through the documentation.
Processes status
All Diagrams have a Status: Draft or Published, which is shown below its name. If the full name is not
displayed, hover over the name to display it.
Every process that is under construction is by default in a Draft state. When the status is Published, it
also displayed the date when an Editor published it.
To publish a diagram, make sure it has been reviewed and approved by all stakeholders. Editors can
click on the three dot menu and select the option Publish.

Publishing a process will promote it and make it available in My Process view for all the users involved
in such process. This option is only available for Editors. (Once a process is published it can not be re-
published).
When a process is Published, the action cannot be undone and the process can no longer be edited.
While a process is as Draft it can be edited by all Editors with access permissions (process flow and
documentation using Bizagi Modeler desktop application). Thus, it can be Locked, using the check-in /
check out functionality. To know who has a diagram locked for edition, hover over the icon to
display their name. Remember that the actual edition of a diagram is always done using the Modeler
desktop application, by any Editor of the subscription who has access to it.
Bizagi Toolbar
The following is the toolbar displayed on the top of the Folder view.
It always presents the path of the Model selected on the left (as a breadcrumb to navigate back and
forth).
On the right, the available options:
ACTION ICON DESCRIPTION
This option launches Bizagi Modeler to edit the diagram. This

Edit in Bizagi Modeler option is available when the user is an Owner or Editor. Refer to
Editing Cloud Models for more information.
This option is available when one or many processes and/or

Move to folders are selected. Opens the model folder structure, allowing
the user to select a new parent folder for the selected elements.
Enables the edition of the Model's name and description. This

Properties option is available when the user is an Owner or Editor. Refer to
Editing Model Properties for more information.
This option displays the window to invite other people to

Invite People to Model collaborate. It is available when the user is an Owner. Refer to
Sharing and collaborating for more information.
Displays the comments panel to collaborate with team members.

Show Comments
Refer to Comments for more information.
List View Displays the diagrams in List view.
Grid View Displays the diagrams in Grid view.

Allows the user to search diagrams and folders. Refer to Advanced
Search box
searches for more information.
Folders
Bizagi allows you to create Folders to organize all diagrams hierarchically in any way desired. When
using Folders you will be able to see diagrams as well as sub-folders within a shared Model.
The options on the bar apply to the entire Model, and are displayed according to the permission level
assigned to the user.
Child folders are shown above the diagrams, and are always listed (not shown in grid). Refer to
Organizing your model for more information.
Editor and Contributors can see all processes while other users in the subscription can see only
published processes.
Folders are displayed by name. If the full name is not displayed, hover over the name to display it. You
can select a folder by clicking on it's folder icon:
To access Folder Options, click on the three dot menu located to the right of the folder.
· Rename: Changes the current folder name. For more information please refer to Modifying a folder.

· Delete: Deletes the folder. This action can only be performed when the folder does not contains any
other folder nor diagram. For more information please refer to Deleting a folder.
· Move to: Opens the model folder structure, allowing the user to select a new parent folder for the
selected folder. For more information please refer to Moving a folder.

Moving a Diagram
To organize your diagrams and move them from one folder to another, they must be selected. To
select a diagram, hover over it and then, a checkbox will appear; tick it to select your diagram.
Once the diagram is selected, a Move To icon will appear on the Bizagi Toolbar. This option is
available when one or many processes and/or folders are selected. Opens the model folder structure,
allowing the user to select a new parent folder for the selected elements.

Current Diagram view
Overview
The Current Diagram View displays the chosen diagram to view the complete process flow and
navigate its documentation, that has been designed in Bizagi Modeler.
The options on the bar are displayed according to the permission level assigned to the user.

Diagram area
The diagram area is where the process flow is displayed. You can move around the diagram by
dragging it, or using the Zoom buttons located on the bottom right corner.
· To zoom in the diagram, use the button

· To zoom out the diagram, use the button
· To reset zoom, use the button
Elements above shapes

The following elements can be displayed above the shapes within the diagram
Displays the comments panel and the comments made in the

Show Comments
shape. Refer to Comments for more information.
This element is only displayed when the shape represents a

Reusable sub-process. It opens the process referenced in a new
Open Sub-process browser's tab.
In some browsers, you may require to allow pop-ups from Bizagi
Cloud Website.
Documentation
All users, Editors and Contributors can access the diagram's documentation by clicking the icon. A
panel on the right displays the documentation.
Each shape has its own documentation. Click on any shape to display its individual definition.
Refer to Documenting a process for more information.

Bizagi Toolbar
The following is the toolbar displayed on the top of the Current diagram view.
It always presents the path of the Diagram selected on the left (as breadcrumb, to navigate back and
forth). On the right, the available options: Edit in Bizagi Modeler, Show Comments, Show
Documentation and Show Search.
Edit in Bizagi Modeler

When the logged in user is an Editor of the diagram, clicking on this icon will launch Bizagi Modeler
to edit its flow and documentation. Refer to Editing Cloud Models for more information.

Show Comments
All users, Editors and Contributors can access the diagram's comments by clicking the comments icon
. A panel on the right will display.

Comments can be of general nature to the entire process or to each shape independently. Refer to
Comments for more information.
Show Search

Clicking on the Show Search icon , displays the search panel to perform Advanced searches over
the current process.
Personal and Workgroup Plan Website

All users with a Personal or Workgroup subscriptions access their corporate process models with the
following URL: https://model.bizagi.com/.
For Editors, when working from Bizagi Modeler desktop application, access Bizagi's Cloud website by
clicking the bizagi.com button located in the Home tab in the Ribbon.
We recommend using the latest Google Chrome for best user experience.
There is a single main views in the site:
· Models view

Models view is the default collaboration view. All process models are displayed to all users, being
Editors or Contributors (in all plans). They can see the processes they own and the ones that have been
Models View
Overview

Models view is the default collaboration view. All process models are displayed to all users, being
Editors or Contributors (in all plans). They can see the processes they own and the ones that have been
This view displays all the Models that are owned by the logged user, as well as the ones that have been
shared.
Each model displays some options according to the permission levels assigned to the user:
· Owner all options are available
· As Editor most options are available except the deletion of a model.
· Contributors can navigate through the model and comment but they do not have edition
permissions.
Navigating through a model

To navigate a Model and its processes just click on the Model's name.
Within Models Bizagi allows you to organize your processes using Folders to achieve any hierarchy and
organization desired. Create as many folders and you need. You can even create folders within folders
with no levels restriction.

Diagram Display
List and Grid View
Diagrams can be displayed in List or Grid View by clicking on the corresponding button in the toolbar,
the default view is Grid.
When the List view is selected When the Grid view is selected
If grid view is selected a diagram's thumbnail will be visible, whereas if the list view is selected only
basic information will be displayed, no thumbnail.

Model options
Models are displayed by name and their description right below it. When the full name or description is
not displayed, hover over the name to display it.
Bizagi offers several actions to perform on your model when you click on the three dot menu by your
model's name.
· Edit in Bizagi Modeler: This option launches Bizagi Modeler to edit the model. It is available when
the user is an Owner or Editor. Refer to Editing Cloud Models for more information.
· Properties: Enables the edition of the Model's name and description. This option is available when
the user is an Owner or Editor. Refer to Editing Model Properties for more information.

· Invite People to Model: This option displays the window to invite other people to collaborate. It is
available when the user is an Owner. Refer to Sharing and collaborating for more information.

· Delete: This option is available when the user is an Owner. Refer to Deleting a Cloud Model for
more information.

Diagrams and Folders
When navigating a Model you will be able to see all the diagrams created in it as well as its Folders.
Just navigate through diagrams and folders to view and review each diagram's definition by reading
through the documentation.
Bizagi Toolbar
The following is the toolbar displayed on the top of the Folder view.
It always presents the path of the Model selected on the left (as a breadcrumb to navigate back and
forth).
On the right, the available options:
This option launches Bizagi Modeler to edit the diagram. This

Edit en Bizagi Modeler option is available when the user is an Owner or Editor. Refer to
Editing Cloud Models for more information.
This option is available when one or many processes and/or

Move to folders are selected. Opens the model folder structure, allowing
the user to select a new parent folder for the selected elements.
Enables the edition of the Model's name and description. This

Properties option is available when the user is an Owner or Editor. Refer to
Editing Model Properties for more information.

This option displays the window to invite other people to
Invite People to Model collaborate. It is available when the user is an Owner. Refer to
Sharing and collaborating for more information.
Displays the comments panel to collaborate with team members.

Show Comments
Refer to Comments for more information.
List View Displays the diagrams in List view.
Grid View Displays the diagrams in Grid view.
Search box Allows the user to search diagrams and folders.
Folders
Bizagi allows you to create Folders to organize all diagrams hierarchically in any way desired. When
using Folders you will be able to see diagrams as well as sub-folders within a shared Model.
The options on the bar apply to the entire Model, and are displayed according to the permission level
assigned to the user.
Child folders are shown above the diagrams, and are always listed (not shown in grid). Refer to
Organizing your model for more information.
Folders are displayed by name. If the full name is not displayed, hover over the name to display it. You
can select a folder by clicking on it's folder icon:
To access Folder Options click on the three dot menu located to the right of the folder.
· Rename: Changes the current folder name. For more information please refer to Modifying a folder.

· Delete: Deletes the folder. This action can only be performed when the folder does not contains any
other folder nor diagram. For more information please refer to Deleting a folder.
· Move to: Opens the model folder structure, allowing the user to select a new parent folder for the
selected folder. For more information please refer to Moving a folder.

Moving a Diagram
To organize your diagrams and move them from one folder to another, they must be selected. To
select a diagram hover over them and a check box will be shown. Tick the box to select your diagram.
Once the diagram is selected, a Move To icon will appear on the Bizagi Toolbar. This option is
available when one or many processes and/or folders are selected. Opens the model folder structure,
allowing the user to select a new parent folder for the selected elements.

Checked out (locked) Diagrams
Diagrams can be edited (their process flow and documentation using Bizagi Modeler desktop
application) by all Editors with access permissions. When a diagram shows a lock it means it has been
Locked for edition using the check-in / check out functionality. To know who has a diagram locked for
edition, hover over the icon to display their name.
Current Diagram
Overview
The Current Diagram View displays the chosen diagram to view the complete process flow and
navigate its documentation, that has been designed in Bizagi Modeler.
The options on the bar are displayed according to the permission level assigned to the user.

Diagram area
The diagram area is where the process flow is displayed. You can move around the diagram by
dragging it, or using the Zoom buttons located on the bottom right corner.
· To zoom in the diagram, use the button

· To zoom out the diagram, use the button
· To reset zoom, use the button
Elements above shapes

The following elements can be displayed above the shapes within the diagram
Displays the comments panel and the comments made in the

Show Comments
shape. Refer to Comments for more information.
This element is only displayed when the shape represents a

Reusable sub-process. It opens the process referenced in a new
Open Sub-process browser's tab.
In some browsers, you may require to allow pop-ups from Bizagi
Cloud Website.
Documentation
All users, Editors and Contributors can access the diagram's documentation by clicking the icon. A
panel on the right displays the documentation.
Each shape has its own documentations. Click on any shape to display its individual definition.
Refer to Documenting a process for more information.

Bizagi Toolbar
The following is the toolbar displayed on the top of the Current diagram view.
It always presents the path of the Diagram selected on the left (as breadcrumb, to navigate back and
forth). On the right, the available options: Edit in Bizagi Modeler, Show Comments, Show
Documentation and Show Search.
Edit in Bizagi Modeler

When the logged in user is an Editor of the diagram, clicking on this icon will launch Bizagi Modeler
to edit its flow and documentation. Refer to Editing Cloud Models for more information.

Properties
Editors can manage a diagram's Properties enabling the edition of the Model's name and description
. Refer to Editing Model Properties for more information.
Invite People to Model

Model Owners can invite other users to collaborate in a model by using the icon: . When sharing a
diagram a window will display to manage users. Refer to Sharing and collaborating for more
information.

Show Comments
All users, Editors and Contributors can access the diagram's comments by clicking the comments icon
. A panel on the right will display.

Comments can be of general nature to the entire process or to each shape independently. Refer to
Comments for more information.

Sharing and collaborating
Overview
Today’s dispersed and mobile teams want access to their processes 24/7.
Bizagi Modeler gives you the freedom to collaboratively manage your processes online, whenever and
wherever you happen to be. Start the collaboration process by sharing your Models with your team
members or clients. Sharing a model allows users to log in to Bizagi and access it based on their
permission level at any time.
To share a model you need to purchase a subscription to our Modeler Collaboration Services.
Review who can access any model, and their permission levels, by clicking the Sharing icon. You can
remove a person from sharing, or change their permission level, at any time.
· Share your model using Bizagi Cloud Website.

· Share your model using Bizagi Modeler desktop.
Sharing a Model from Bizagi Cloud website

From Bizagi Cloud website you can add or remove users and edit their access rights.
1. Click the Invite People to Model option located within three dots menu beside the Model.
2. If the model is currently shared, you'll see a list of users with their respective permissions, and can
add new users if desired.
Share a Model using Bizagi Modeler

From Bizagi Modeler you can add or remove users and edit their access rights, for any Model stored in
Bizagi Cloud. The options for sharing a Model are located in the Share option.

Open the diagram you want to share (Click in File tab > Open > Bizagi Cloud, > Browse).
2. Click in Share option located within Cloud Collaboration group in the Home tab of the Ribbon.

3. A new window to Share Model will display.
If the model is currently shared, you'll see a list of users with their respective permissions, and can add
new users if desired.
Adding users for collaboration

1. In the Share Model window; type in the email address/es of the people you want to share the model
with. You can include several emails at the same time to invite people with the same permission level.
Only users in the Subscription can be invited for sharing. For more information about how to add
users to the subscription refer to User Management.
If you are having trouble sharing a model contact your subscription owner.

2. Select the access type (permission level) in the drop-down list: Editor or a Contributor, and add a
note if desired. Refer to Sharing Permission levels for more information.

3. Click Invite. Bizagi Cloud will send an email to the invited users to start to collaborate. When the
invitation is sent, the user will be added to the list displayed within Model Users tab.

4. Finally, click Close to go back to your Model.
In Workgroup plan, when the invitation is sent, the user with his/her permission level will be added to
the list displayed within Pending Invitations tab, and the user needs to accept the invitation.
Changing users' Permission Level

The model's owner has the ability to remove others or change their permission levels.
1. Click the Sharing icon. The Invite People to Model form appears, and will display the shared users list.
Locate the user that you would like to change and expand Access drop-down list.
2. Select a new permission level from the drop-down list.

Click Close. The access right for the selected user is changed.

Removing users for sharing
The model owner has the ability to remove others or change their permission levels.
Removing users from a specific model

This is useful when you want to remove a user for sharing in a specific model.
1. Click the Sharing icon on the model. The Share Model window appears, and will display the shared
users list.
Locate the user that you'd like to remove.
2. Click the Delete icon. The user will be removed from the model and will no longer be able to open it.

Removing users from collaborators' menu
In Workgroup plan, Collaborators menu lists the users with whom you have shared models to
collaborate; per each user, you can see the models shared as Editor and as Contributor.
This is useful when you want to revoke the access to all the models of a user, removing one by one the
models of the selected user.
1. Click on your Name (or email) and then, click Collaborators.

2. Locate the user that you'd like to revoke user privileges from model(s). Then click on the Revoke icon.

Sharing permission levels
Bizagi Cloud has types of permission levels that determine the features available to any individual within
a particular Model.
A subscription is required for Editors and Contributors.
The permission levels available in Bizagi Cloud are:
o Contributor: A Contributor is able to navigate through diagrams and review documentations as

well as comment on any diagram or model, using a browser and a device of his/her choice.
o Editor: An Editor has full access rights to a model, except for granting access rights and for
deleting models. Editors can change the process flow, change the Model's properties and include
documentation, using Bizagi Modeler application for desktop.

o Owner (of the model): is also an Editor but with full access control over their shared models,
including allocating access rights (sharing, un-sharing to users) and deletion through the Cloud
website.
The following table illustrates what actions exactly are available for each of the permission levels.
Contributor Editor Owner
View ü ü ü
Comment ü ü ü
Acknowledge ü ü ü
Edit - ü ü
Share - ü ü
Publish - ü ü
Delete - - ü
Manage users - - ü
· In Enterprise subscription, the owner is the user who manages the users inside the subscription.
· To share a model, you need to purchase an Enterprise or Workgroup plan for yourself and for
those you want to share with. Add the appropriate subscriptions for the people you want to
collaborate with, according to the access you want for each one. Remember you need an Editor
subscription for yourself.
· Acknowledging a model for process compliance, is a feature which is available in Enterprise plans
only.
· Unless you purchase an Enterprise or Workgroup plan, you will be in a Personal plan for yourself.
Even if you have Editor subscriptions assigned to you in other Enterprise or Workgroups, you
won’t be able to share the models created by you, and your quota will be 10MB.
· If you want to share models of your own, you need to purchase an Editor subscription for yourself
and the appropriate subscriptions for the people you want to collaborate with, according to the
access you want for them.
· For every Editor subscription you purchase for your plan, you will gain 100MB of storage for the
Workgroup.
· In Enterprise, you will gain 200 GB of storage regardless of the editors you have.
· If you are in Personal plan and only need additional storage than the 10MB offered for free, you
can purchase an Editor subscription for yourself and gain 100MB, even if you don't share your
models.
TRIAL
· During our 30 days free Workgroup Trial plan period, you can have up to 99 users with role Editor
or Contributor.

Comments on models
Comments allow you to easily interact with your colleagues and help you to send and receive feedback
about a Model's diagrams design and its documentation.
Bizagi allows you to comment in several parts of a model in order to contribute to a better design, in a
collaborative way. Every comment entered can be seen by all members of the suscription. You can
comment:
· From the diagrams view.

· Within each diagram.
· Within a specific shape.
Comments on Models can be made either from Bizagi Modeler (for Editors) or from Bizagi Cloud
Website (for Editors and Contributors).
In order to make comments over a Model, its diagrams and its elements, open the Model from Bizagi
Modeler (Click in File tab > Open > Bizagi Cloud, > Browse) or Sign In to the website using your Bizagi
credentials.
Comments are made from the Comments panel and are not available for Personal plan.
In Bizagi Cloud, open the panel by clicking the Show Comments icon ( ).
In Bizagi Modeler click the Comments icon found in the Diagram section of the Ribbon.
Type your comments and press Enter to save them. Each comment will generate a notification for all
the team members.

Comments panel from Comments panel from
Bizagi Modeler Bizagi Cloud Website
You can perform the following actions over the comments:
Icon
Action Bizagi Description

Bizagi
Cloud
Modeler
Website
Allows you to Reply to a comment. Users cannot reply to the

Reply
comments' responses.
Allows you to delete a comment or a comment response. You

Delete
can delete comments made by you.
Collaboration example
Let's use the following example to illustrate how collaboration works in a real-life process scenario.
Assume that Andrea works in the administrative department of her company. She has been working on
the Travel Request process, which involves employee activities to manage a request for a flight ticket, a
currency advance and a hotel reservation.

She needs to share her model to collaborate with team member Mark, allowing him to review the
model and suggest any improvements.
To share her model, she needs to have purchased one Editor subscription for herself as a Workgroup
owner, and at least one Editor subscription for Mark.
1. Andrea shares her model for Mark.
2. Andrea and Mark can now both open the model in Bizagi Modeler and work concurrently on it.
They can communicate with each other by entering messages in the Comments window found on the
right of the screen.
Messages are displayed in real-time; hence, as soon as either party types a comment and clicks the
Enter button, the comment will be instantaneously displayed.
Messages are displayed both on Bizagi Cloud Website and in Bizagi Modeler.
Comments in Bizagi Modeler work very similarly to Twitter.
Comments in Bizagi Cloud website are loaded in real time when the Comments panel is opened.

3. Andrea asks Mark to help her with the Expenses report diagram. They can both view the Expense
report diagram simultaneously and thereafter discuss it.
Mark reviews the diagram. He comments, at Diagram level, that all the activities of the Administrative
Manager are missing and stipulates that he will make the changes.
4. The diagrams can only be edited through Bizagi Modeler, thus, Mark clicks on the Edit in Bizagi
Modeler button. This button will launch Bizagi Modeler application.

By default all diagrams are read-only. To change or update a diagram it is necessary to click Check
Out, located in the Bizagi Cloud group on the Home tab.
In the given example, this feature enables Mark to perform any changes on the diagram; however, for
Andrea and other users the diagram will be locked.
5. Once Mark has completed his changes he clicks on the Check In button, located in the Bizagi Cloud
group on the Home tab.

6. Andrea receives a notification informing there has been a change in the Expense report diagram.
7. Andrea reviews the model and notes the last activity should have some additional changes.
Consequently, she adds a comment in the Policies ok? gateway and clicks on the gateway in order to
open the comments panel for this shape.

8. Mark reviews Andrea's latest comment. Either Mark or Andrea can make the change in Bizagi
Modeler. Whoever makes the change will lock the diagram, using the Check In feature.
Collaboration levels
Collaboration comments can be made at three different levels: model, diagram and element, so that
team members can comment on the context in each level.
· Model comments: comments posted in the Model level apply to all the diagrams and folders, i.e.
are visible from any diagram in the model. These comments are found in the Diagrams tab and are
shown regardless of the folder in which they where created.

· Diagram comments: comments posted within a diagram only apply to that particular diagram.
· Element comments: comments posted within a selected diagram element only apply to that element
present in a diagram.

Process compliance - My Process
Overview
With Enterprise Collaboration Services, all employees can easily access and learn about all corporate
processes. They can navigate them and learn in detail each task by reviewing its documentation.
But Enterprise goes beyond that by aiming at improving compliance with policies and procedures for
organizations that need enterprise-wide process governance.
A special view called My Processes, is automatically created for each person individually identifying all
processes each user has a role in. Users can acknowledge the understanding of each process scope
and the exact way they are supposed to execute their every day work.
This way, global corporations ensure that all their employees world wide fully understand the processes
they are involved in and execute them in the same way.

How does it work
Every process that is under construction in the Process Models view, is by default in a Draft state. When it
has been reviewed and approved an Editor promotes it to Published state.
When a process is published, it will be automatically displayed in My process view, exclusively to users
who are involved said process, that is, users who have their Job title included as a role in the process.
1. In Bizagi Modeler desktop application, open the Properties tab for manual activities.
Notice there are four options where role are set, following the RACI Model (Responsible, Accountable,
Consulted, Informed).
Include, for each manual task, the roles for each property.

· Responsible: In Bizagi Modeler, the responsible is the role set as Performer.
· Accountable: the resource ultimately accountable for the work being made.
· Consulted: the resource who must be consulted prior to the task being completed.
· Informed: the resource who must be informed when the task is completed.
2. Subscription owners must ensure that all users in the subscription have their Job title included and
set.

3. When published, Bizagi will cross reference Job titles and Groups, with the roles included in the Basic
Properties of each manual activity, and display processes in My Process view of the users involved.
Click here for more information about Job titles and Groups.
4. All involved users will receive an email informing there is a new process to review and acknowledge.
5. In My Process view the new process will display with the Pending state.
Involved users should navigate the process and understand its scope as well as their individual role in
it.

6. When navigating the process, a very intuitive check boxes set is used for them to confirm they have
indeed read the documentation and completely understand their role in it. When a user acknowledges
a process its state turns from Pending to Approved. Additionally, an email is sent to their supervisor
confirming the acknowledgment.

The toolbar displayed on the top of the Current diagram page is as follows:
This option opens the set of checkboxes in order to confirm they

have indeed read the documentation and completely understand
Pending
their role in it. When the process has been accepted, the icon
changes the label to Accepted.
Edit on Bizagi This option launches Bizagi Modeler to open the diagram.
Modeler
Displays the comments panel. Refer to Comments for more

Show Comments
information.
Displays the documentation panel. Refer to Documenting a process

Show Documentation
for more information.
Displays the search panel to perform Advanced searches over the

Show Search
current process.

User Management
Overview
User Management allows subscription Owners to manage users and groups to control user access and
achieve process governance. This option is only available for the subscription owners.
Users Management view allows including users to the subscription, updating users and managing
Groups. Groups can be understood as Departments or general roles within in the company, that will
enable Bizagi to know which processes to show in My process view.
User Management is only available for the owner of the subscription within the menu located in the
upper right corner.

Users
In the Users tab, all the users of the subscription are listed. Owners can include and edit one or more
users anytime by clicking the Upload .csv button.
Bizagi assumes that each user has an individual email address. Thus, that will be the key for Bizagi to
know if a user is to be added or updated.
A Single .csv file can include users to add and to update: Bizagi reads the file one user at a time. If
Bizagi does not find an email already included in the subscription, it will create a new user. When Bizagi
finds an email already included it will replace all the information.
Owners do not have to upload all users every time: If a .csv file contains just three users, those will be
added or updated, and all other users of the subscription will be left untouched.
· Users can be deactivated but not removed from a subscription, by using the Is Active property (1
= active, 0 = inactive) in the .csv file.
· Users with an Email Address already included in the subscription will be updated with the
information in the file.
Creating and updating users using a .csv file

1. Click Upload .csv to add or update Users.

2. If this is your first time uploading users, download the template in order to add the set of users.
Follow the template and do not include additional columns.
You can include up to 5,000 users per upload.
3. When the template is ready save it as type CSV UTF-8 (Comma delimited) (*.csv).
Click Next.

4. Upload the .csv file containing the set of users to create or update by clicking Upload .csv button.

5. Once the file is loaded, a window will display if the load was successful or not, and a summary of the
upload process. In this summary you will be prompted about how many users were processed and how
many of them have errors.
If there were errors in the upload process, click Download Log to review the unsuccessful users.

Review the downloaded log and perform the corresponding fixes. Finally, restart the upload process.
6. When the upload is finished successfully, click Close.
Groups
Groups allow grouping several Job Titles into a single definition, to ease the involved definition when
defining users involved in a process in the Modeler application.
All the groups created for the given subscription are listed.
Job titles in the subscription are interpreted as groups.
Create new group

Create a group in your subscription. Click Create new group and type its name.
You will not be able to define a Group's name using an existing Job title.

Click Save in order to add the group to your subscription
Groups options
Every group in the list has available the following options by clicking the three dot right menu:
· Manage Subgroups: allows you to add a set of Job Titles by typing the name in the Add group field.
The field will suggest the name while you type it.
You can also delete a Job title by clicking the X button next to its name.

· Delete: deletes the given group. Before deleting a group, delete any group inside by using the
Manage Subgroups option
Advanced Search
Overview
In Enterprise Plan, users can perform advanced searches in order find processes shared with them
directly from the Home page (My Processes or Process Models) or the Current Diagram view. The
search will look not only in the process names, but also inside process elements and further properties.
Considerations
· Separate the words with spaces for multiple search.
· Only alphanumeric characters are supported.
· The result displayed starts with or matches with the value entered.
· Results does not distinguish between upper and lower case letters.
Performing an Advanced Search

Either from Home or current diagram view, you have the search box which prompts you to enter the
value to search.

To open the search box from the current diagram view, click icon. The search box will be
displayed in the right panel. Search performed from here will be bordered to the current process.
Once the value to search was entered, the results of the search will be displayed. The search will
retrieve the process with elements which starts or matches with the value entered regardless of the
case.

In every result, the word which starts or matches with the value entered will be highlighted in orange.
When expanding a result, you can see the name of the process element retrieved in the search and a
small part of the value where the result matched.

Click the name of the process or the name of element in order to navigate to its diagram page.
Offline Cloud Collaboration

Overview
We all recognize the power of cloud and its unbeatable benefits – many covered here. Yet the fact
remains: sometimes, you will experience connectivity problems. Whether that “somewhere” is the plane,
or a client’s site, Bizagi's collaboration features mean your productivity will not suffer.
Offline working is available for each diagram individually. Just select the diagrams you want to work on
when you can’t find an internet connection. Immediately, Bizagi saves the designated diagrams to be
available locally and locks them so other users will not be able to edit them.

Processes with Published status are not able to go offline.
Going Offline
To start working offline just open your Cloud model in Bizagi Modeler and click Work Offline in the
ribbon.
A new window will display for you to select the diagrams you need available offline. These will be
stored locally in your machine. All chosen diagrams will be automatically checked-out to you.
Remember that when a diagram is offline, and thus checked out, all the users sharing the model will be
restricted from editing their flow and documentation.

All chosen diagrams will be available offline, and the diagrams that were NOT chosen will not be
available offline. Make sure the work offline button is disabled to confirm the offline features activation.
The diagrams chosen to be available offline will be displayed as locked for your team members until
you check them in again. However all diagrams are available from the Cloud website for reviewing and
comments.

Going online after working offline
As soon as your internet connection is back, press Work Online. This will synchronize your work without
checking in it, so your team members can stay up to date with your modifications.
In case you have finished your modifications, remember to click Check in in order to release the control
of the model to the cloud.
In case you have more than one diagram, to check them all in, just close Bizagi Modeler. You will be
prompted asking to check in all diagrams automatically at the same time.
Attachments in the Cloud

Overview
Attachments are files added to your diagrams to achieve a very complete documentation, such as
images or documents. As a Model owner, you have access to 100 MB of storage in the cloud to add
attachments. Furthermore, you gain 100 MB extra per Editor subscription your purchase.
All your attachments are stored in Bizagi Cloud's secure servers and can be reused as many times as
you want within your models.

Managing attachments
In order to manage the files attached to your Models, you need to open the Cloud Attachment window:
1. Open Bizagi Modeler and log in to Bizagi Cloud.

Open the diagram where you want to manage attachments by clicking File tab > Open > Bizagi Cloud, >
Browse.
2. Click the Cloud Attachments option located within Tool group in the Tools tab of the Ribbon.
3. Once you click in this option, the Cloud Attachment window will be displayed.

In this window you can add attachments without restrictions, as long as you have available space quota.
You can rename your files and delete them in order to free up space.
The Cloud Attachment window is described below:

1. Storage bar: displays the storage used out of the total storage, according to your subscription and
the number of editor licenses purchased. The storage is displayed in Megabytes (MB).
2. Search field: allows you to search any file uploaded to the cloud by its name or part of it.
3. Upload button: allows you to add attachments to your models, for more information refer to Add
attachments.
4. Amount of files: displays the total number of files you uploaded in Bizagi Cloud or the total of files
that meets the search criteria (when searching).
5. Files: displays a table with the uploaded files. This table contains the following columns:
o File actions: refer to file actions for more information.
o Name: displays the file name including its extension.
o Size: displays the size of the file in KB or MB when this size exceeds 1024 KB.

o Modified by: displays the user name of the last person who performed a change in the file. When
you hover over this column, you will be able to see when this file was modified.
This table is sorted by file name and has 5 records per page.
Add attachments
You can add attachments to your models and also link them to any of your diagrams using the
extended attributes.
There are some file types that you cannot upload to Bizagi Cloud Server. If you try to use one of them,
Bizagi will dis[play a warning message showing that the file cannot be uploaded.
The following list displays file types that are not allowed:
File File
extensio File type extensi File type
n on
.ade Microsoft Access project extension .msc Microsoft Common Console document
.adp Microsoft Access project .msp Windows Installer update package file
.bat Batch file .mst Visual Test source files
.chm Compiled HTML Help file .pif Shortcut to MS-DOS program
.cmd Microsoft Windows NT command .scr Screen saver

script
.com Microsoft MS-DOS program .sct Script file
.cpl Control Panel extension .shb Windows shortcut
.exe Executable file .sys System File
.hta HTML program .vb Microsoft Visual Basic Scripting Edition

(VBScript) file
.ins Internet Naming Service .vbe VBScript Encoded Script file
.isp Internet Communication settings .vbs VBScript file
.jar Java Archive file .vxd Virtual Device Driver file
.jse JScript Encoded script file .wsc Windows Script Component
.lib Physical File Library .wsf Windows Script file
.lnk Shortcut .wsh Windows Script Host settings file
1. Open the Cloud Attachment window as we mentioned before.
2. Click on the Upload button.

3. The button will display the file upload dialog. Select the file and click Open.
4. Once you click Open, the file will appear in the list and will affect the consumed storage in the Storage
bar. In the example presented, the file appears on the top of the list, because the list is ordered
alphabetically.

File actions
The first column of the files table display the actions available per each one:
Action Icon Description
Download Allows you to save the uploaded file in your local machine.
file
Allows you change the name of the selected file keeping the original
extension. Any change you make in the name will record your user name as
the last editor in the Modified by column. Furthermore, this option only
appears when you hover over the current file name.
Rename file

Deletes the selected file from Bizagi Cloud. This action cannot be undone and
helps you to free up space from your purchased storage. The file will be
removed from the list right away.
Remove file WARNING: If a file is linked to a task and it is deleted, the task may still
display the link and when clicked, it will display an error message. We
recommend unlinking the file you want to delete from all tasks, to avoid error
messages.
Link Cloud files to models

Once you have uploaded your files to our Bizagi Cloud, you can link them in any diagram of your
model. Follow the steps below in order to link files:
1. Open the model from Bizagi Cloud. You need to be the owner of the model or an Editor.
2. Open the diagram where you want to link the files hosted in Bizagi Cloud and lock it for editing.
3. Select any element of the process diagram and open the extended attributes.

4. Select or create an attribute where you can load files (File). Then, click on Link file from Cloud button.
5. The Select Attachment window will be opened. In the files table, select Link file action in the first
column.

6. The file name will appear in the box of the Extended attribute. Finally, once you finish your changes
release the diagram by clicking the Check In Diagram button.

Part VII
Importing diagrams
Importing diagrams
Overview
Bizagi Modeler allows you to import diagrams from:
· Microsoft Office Visio or

· XPDL format files.
Importing existing models will enhance agility and continuous process improvement efforts.
You can also import the Extended Attributes that you created in a previous model and use then in your
current model.
We highly recommend using the same Extended Attributes within all your models. This allows you to
maintain a uniform standard for all your documented processes.
Click here for more information about Extended Attributes
Click here for more information about Importing Extended Attributes
Why do you need to import?

Process diagramming requires a lot of dedication. Organizations often devote a significant amount of
time and resources to it, and may use several diagramming tools.
If this is the case and you have existing diagrammed Processes, all that valuable work will not be
wasted. You can import your diagrams to the Bizagi Process Model and seamlessly continue to
diagram and document.
Import diagram from Visio

Microsoft Office Visio is a very common tool for diagramming processes. Bizagi Modeler allows you to
import such processes to enable editing and manipulation.
To import diagrams from Visio, follow the steps below:
1. On the Export/Import tab, in the Import group, click Visio.

2. Select the stencil used in Visio to diagram the process.
If you click on the Mapping option, you will see the similarity between each of the elements used in the
Visio Stencil and those of Bizagi Modeler.

3. Click the OK button and upload the Visio file to be imported.

4. You will be able to modify the process in Bizagi Modeler after import.
Supported Stencils
The stencils that are currently supported are those shown below:
For each stencil, you may review which elements are supported and how are they mapped in Bizagi:

You will need to ensure that your Visio model uses one of this stencils instead of “EPC Diagram
shapes”.

Import diagram from XPDL
The XML Process Definition Language (XPDL) is a format standardized by the Workflow management
Coalition (WfMC) to interchange business process definitions between different workflow products. The
XPDL format can store all aspects of a BPMN diagram, such as attributes, resources, etc. Also, some
graphical information is held, for example position coordinates of the elements.
Using XPDL in Bizagi offers the possibility to share your diagrams with other modeling tools that use
BPMN notation. You can import your diagrams to XPDL using the BPMN 2.0 notation shapes.
For more information about the currently supported XPDL version, refer to Supported standards.
To import your diagrams follow the steps below.
1. On the Export/Import tab, in the Import group, click XPDL.

2. Browse and select the XPDL file and click the Open button.

3. The XPDL file load and you can edit it in Bizagi Modeler. It will appear as if the diagram was created
directly in Bizagi Modeler.

Import diagram from BPMN
Bizagi Modeler allows importing diagrams created with other modeling tools that comply with the
BPMN 2.0 xml format, to Bizagi Modeler.
For more information about the currently supported BPMN version, refer to Supported standards.
To import your diagrams follow the steps below.
1. On the Export/Import tab, in the Import group, click BPMN.

2. Browse and select the .bpmn file and click the Open button.

3. The BPMN file load and you will be able to edit the diagram in Bizagi Modeler. It will appear as if
the diagram was created directly in Bizagi Modeler.

Part VIII
Simulation
Simulation
Simulation is a tool to evaluate the performance of a model, under different configurations and over long
periods of real time, to reduce the chances of failure to meet specifications, to eliminate unforeseen
bottlenecks, to prevent under or over-utilization of resources (including people and money), and to optimize
system performance. 1
Simulation requires a clear objective to get maximum value for effort. This objective strongly influences
the level of detail in the required data.
Bizagi Simulation follows BPSim (Business Process Simulation) standard that allows enhancement of
business process models captured in BPMN to support rigorous methods of analysis.
1. Introduction to modeling and simulation. State University of New York at Binghamton.
What is simulation
Experiment definition
Randomness is simulated by the use of probabilities for sequence flows and token routing and also by
using statistical distributions to reflect variability in process times of activities etc. To make sure results
are valid, the simulation needs be run for long enough to yield random behavior without chance
(consider the scenario of tossing a coin or rolling a dice multiple times). Provision should be made to
compare results from the same scenario, but different run lengths or replications. The required run
length to yield usable outcomes depends on the process model structure, amount of variability and the
objective; consequently, a single recommended run length cannot be provided. A replication shares the
same scenario configuration and runs for the same length of time, but uses an alternative random
stream.
Comparison
Simulation is well known for providing what-if analysis capabilities; a single simulation run can provide
valuable insight on the performance of a particular scenario. The simulation of multiple scenarios and
the possibility to compare key outcomes, adds further value and support to decision makers.
Simulation in Bizagi
Overview
Bizagi Modeler allows simulation your business processes under the BPSim (Business Process
Simulation) to support decision making and boost their continuous improvement.
To start using simulation in Bizagi all you need is a complete Process model. otherwise, it will not be
able to be simulated.
For a complete simulation analysis we recommend using four levels:
· Level 1 -Process Validation

· Level 2- Time Analysis
· Level 3 - Resources Analysis
· Level 4 - Calendars Analysis

Each subsequent level incorporates additional information that adds more complexity, providing a
coherent analysis of your processes. Levels are not interdependent, you may start at any level if you
hold the required process data .
By default the Simulation mode will start at Level one, the first time a Simulation is run for the process
model. It is best practice to start simulation at level one, and progress one level at a time. However. it is
possible to move between levels at any time.
Certain options will be available in the context menu of the ribbon according to the level selected. For
more information about these options, please refer to examples for each level.
For each simulation level follow these steps:

· Collect process data for the simulation.
· Add the data to the relevant shapes in the diagram.
· Interpret and present the outcomes.
How to create and run simulation models?

1. To simulate your process model, click the Simulation View button on the ribbon. If your diagram does
not have any errors your process will display in read-only simulation mode.
If your process model is stored in Bizagi Cloud, and you want to run a simulation, your Model must
be locked for edition (checked-out). Refer to Editing Cloud Models for more information.

2. The shapes that require information will be highlighted according to the simulation level in scope.
Note Bizagi will retain the level you are currently running once you save the model returning to the
Process Model view.
3. Select each highlighted shape in turn and enter the information.

4. Once all the data has been added, click Run to launch the Process Simulation window.
5. Click Start to run the simulation. When you run a simulation, it will show an animated view of the
process in execution and the flow of tokens between the activities.
You may click the Stop button at any time to end the simulation.

6. Once the simulation has run, the outcomes will display.
Click Results to view the outcomes.
7. Click the Export to Excel button, located at the bottom left, to transfer the Results chart to Excel.

8. Process to the next level of simulation and repeat step 2-8.
9. To return to the Process Model view, click Close Simulation View.

Save your model for Bizagi to retain the current simulation level, returning to the Process Model view.

For information about how to manage scenarios, please refer to Scenarios
Considerations
Before creating a simulation model take into account the following considerations:
· The following BPMN elements are not supported by the simulation engine:
o Multiple events: Start, Intermediate and End.
o Complex gateways.
o Event based gateways followed by none intermediate events or tasks.
o Multiple instance tasks.
o Multiple instance Sub-processes.
· The following diagrams are not supported by the simulation engine:

o BPMN Choreography diagrams.
o BPMN Conversation diagrams.
o Transactional process.
o Ad Hoc process.
· Elements contained in Reusable Sub-processes are not simulated. If you include a Reusable Sub-
process in your model you will have to set a overall processing time for the shape. If you want to
simulate the logic included within a Sub-process, use Embedded Sub-processes.
· Tokens have not data associated, this affects the mapping of message, signal and link events:
o Message events require message flows to map tokens. Download an example.
o Links and Signal events are mapped based on their names. Make sure that throw and catch events
share the same name.
Simulation levels
Bizagi Simulation comprises of four levels. Each subsequent level incorporates additional information
exhibiting more complexity than the preceding one, thereby providing a detailed analysis of your
processes. Levels are not interdependent, , you may start at any level if you hold the required process
data .

Level 1 - Process Validation: The first and most basic simulation level to evaluate the
structure of the process diagram.
Data: It requires estimated percentage splits of sequence flows to provide a basis for routing. It also
needs the value of the trigger counter contained in the Start Event shape.
Results: The outcomes show all paths activated during the execution and whether all tokens actually
finished. Additionally, it evaluates how many tokens passed through each Sequence Flow, Activity and
End Event.
Level 2 – Time Analysis: Second level of simulation to measure the end-to-end process
time.
Data: Apart from the data entered in Process Validation, estimated timings (service times) of each activity
and the interval time between token generation is required. This data can either be constant or samples
from statistical distributions 1.
Results: The results show process throughput times for tokens, presented as minimum, maximum, mean
and sum (total of all processing times). Similar results can be presented for individual key activities.
Level 3 – Resource Analysis: Predicts how the process will perform with different
levels of resources. This level of detail provides a reliable estimate of how the process will perform in
operation.
Data: In addition to the data entered in Time Analysis, this level includes the definition of resources
(and/or roles): how many are available and where they are used. Due to the inclusion of resources, the
activity times should be adjusted to represent the actual work time; delay due to unavailability of staff
will be explicitly indicated.
Results: The structure of the results is similar to Time Analysis. Also, the time spent, the time spent busy
or idle for each type of resource is presented.
This level assume an unlimited number of resources.
Level 4 – Calendar Analysis: Includes calendar information that reflects the process
performance over dynamic periods of time, such as shifts, days schedules or weeks.
By default Bizagi includes a chosen calendar that works 24/7. If no calendars are defined, Bizagi will
assume that the defined Resources will always be available.
Data: Apart from the data entered in Resource Analysis, it includes the definition of resource calendars.

Results: The structure of the results is similar to Resource Analysis.
EXAMPLE
To better illustrate each of the simulation levels let us consider an Emergency attendance process. In this
process a call center receives a report of an emergency. Upon receiving the call, a call center agent
enters details on the person affected, the symptoms and the physical address where the emergency
occurred.
On receipt of the report, a qualified nurse classifies the emergency according to its severity.
· Green: Low severity. The patient can be easily stabilized.
· Yellow: Medium severity. The patient requires special attention but can be stabilized at the place of
emergency.
· Red: High severity. The patient must be collected and taken to the nearest hospital.
According to the priority assigned, the Emergency attendance department presents a different level of
response.
· Green: This triage is assisted by a quick response vehicle (i.e. a motorcycle) carrying two people: a
paramedic and a doctor.
· Yellow: This triage is assisted by a basic ambulance having a doctor, nurse and a paramedic on
board.
· Red: This triage is assisted by a fully equipped ambulance holding two doctors, a nurse and a
paramedic.
If the emergency is green or yellow, the process finishes once the response team arrives at the at the
place of emergency.
If the emergency is red, the fully equipped ambulance transfers the patient to the nearest hospital.
During the transfer a nurse carries out the necessary paperwork to ensure quick admittance.
When the patient arrives at the hospital with the necessary paperwork, the receptionist will be able to
admit the patient quickly and provide medical assistance immediately.

This process must be carefully analyzed in order to reduce the time between receiving the request and
providing medical assistance (at the place of emergency or the hospital). Here, time is life. Bizagi
Simulation will help us to make clear decisions to best design the business process and reduce the
emergency wait time.
1. Refer to BPSim specification to review statistical distributions supported and their explanation.
Level 1 - Process Validation
Overview
The first level of the simulation validates the Process Model, making sure the process passes through
all the sequence flows, and behaves as expected.
Resources, processing times and costs are not included in this level. Such parameters will be included
later in subsequent levels.
When validating a Process Model the simulation results will show if:
· Gateways are synchronized.
· Messages are synchronized.
· Decisions probabilities are correctly assigned.
· Routing behaves as expected.
· All tokens have ended.
Bizagi offers real-time animation of simulations to easily identify problems. The Results report will show
the behavior during execution
Defining the input data required for this level

In the Process Validation level you will note that only Start Events and Gateways are enabled for editing.
For this level you need to define:

Max. arrival count: Define the number of token instances the process will generate (or trigger).
We recommend defining a large enough number (at least 1000) to allow the execution to stabilize and
present reliable outcomes.
Select the Start Event of the process and click the Gear icon on the pie menu. Enter the Max. arrival
count in the pop-up window.
The simulation will finish when one of these options happens first: scenario's duration is reached,
max arrival count is reached.
When you define a scenario duration, (in the scenario's configuration) the simulation will finish once
this duration is reached, disregarding the Max arrival count.
The same applies the other way around: once the max arrival count is reached the simulation will
finish disregarding the scenario's duration.
Gateways routing: Inclusive and exclusive Gateways have activation probabilities. Probabilities are
values between 0 and 100%.
Select the Gateway and click the scroll arrow icons ( ) to set the probabilities.

If you do not define probabilities for the paths, they will be equally distributed.
Running the simulation

Once the required data for this level have been defined, click the Run button to execute the simulation.

In the new window, click Start to run the simulation.

When running a simulation, the following analysis data will display:
· Number of completed instances.
· Number of token instances created.
· Number of instances that activate each shape.
· Number of finished instances.

Results
When the simulation is finished, view the results by selecting the Results option.
For this first level, the results of the simulated outcome will contain the following information:
· Name: Identifies the specific BPM shape for which the results are displayed.
· Type: Identifies the element type of the BPM shape.
· Instances completed: Indicates how many instances were processed during the execution of the
simulation.

You can transfer the results report to Excel by clicking the Export to Excel button.
Example: Validating the Emergency attendance process

We wish to validate the process flow of the Emergency attendance process:

Define the required input data for this level, namely the max. arrival count and the probabilities for all
decision Gateways
1. In this example we will generate 1000 token instances. Click the Start Event and then the Gear icon.
Set the control's value to a 1000.
2. Define the probabilities for all outgoing paths of the Gateway. Suppose the emergency department
has estimated, based on historical data, that the probabilities for the different sequence flows are:
· Green: 20%
· Yellow: 30%
· Red: 50%
Define each probability for the Gateway named Triage type.

3. Parallel Gateways always activate all outgoing sequence flows; therefore, it is not necessary to define
probabilities for this Gateway.
4. Click the Run button.
Now, click Start to run the simulation. Note how the number of completed events are displayed in
execution.

When the simulation is complete, select Results.
Analyzing the results

The results obtained are:

Analyzing the results we conclude that something is wrong. The number of instances (1000) created at
the Start Event of the process differs to the sum of instances completed at the End Events
(1006+311+186).
Can you identify what is wrong in the flow?
If you watch the diagram carefully, you will see there is no point of convergence, that is, no shape has
been defined to synchronize the paths that exit the Parallel Gateway.

It is necessary to merge the outgoing flows into a single flow before the token continues to the next
activity. To do this, include a Parallel Gateway (as a convergence element) to synchronize them.
Once the change is done, Run the simulation again. Looking at the new results we can see that all is
working as expected: The number of instances created (1000) is equal to the sum of instances
completed (483+315+202). In addition, each token is passed correctly to the triage based on the
probabilities defined.

Level 2 - Throughput time analysis
Overview
The second level of the simulation is useful in measuring end-to-end process time.
Here, resources are not included; Bizagi assumes an infinite capacity to avoid delays in the process
flow. This is the best case scenario under the given flow and processing times.

In addition to the information specified in the previous level, the following must be defined in the
throughput Time Analysis:
Arrival interval time: Defines the time interval between token instances generation. Instances will
be created until the max. arrival count is reached. This applies to Start Events, Activities that start
processes or Timer Events.
Select the Start Event of the process and click the Gear icon on the pie menu. Set the value for the
control.

· One option is to define the arrival interval time as a constant by entering a value. The time units for
this value are defined in the scenario´s configuration.
In the following image tokens instances are generated every 5 minutes.
· Alternatively, define a statistical distribution. Click the advanced icon alongside the field to view and
select a distribution.

Once selected, you will be able to set the parameters of the distribution.
In the following image the time between generation of tokens instances is exponentially distributed with
mean equals to 5 minutes. Tokens will be generated until 100 are reached.

Bizagi will warn when the configuration of a Normal distribution might obtain negative numbers, to
avoid errors.
Processing times: Defines the amount of time an Activity or Event needs to process a token. That
is, it defines a service time period from the moment a token arrives at an Activity or Event until it is
executed.
When the process contains embedded sub-processes, regard the following:
· If the sub-process has activities, assign time to each activity and not to the sub-process in order to
calculate the process time from the execution of each activity.
· If the sub-process does not have activities, assign a estimated process time to it.
Click the Activity or Event. Select the Clock on the pie menu, and enter a processing period in the Time
Control.
· You have the option of defining the processing time as a constant by entering values in the
corresponding units.

· Alternatively, define a statistical distribution. Click the advanced icon alongside the field to view and
select a distribution.
Once selected, you will be able to set the parameters of the distribution.
In the following image the processing time of a token in a specific activity is normally distributed with
mean 5 minutes and standard deviation of 3 minutes.

Bizagi will warn when the configuration of a Normal distribution might obtain negative numbers, to
avoid errors.


When running a simulation, the following analysis data will display.

· Number of tokens completed.
· Average time per activity.
· Total processing time per activity

Results
When the simulation is complete, select Results to view the outcome.
For the Time Analysis level, the results of the simulated outcome will contain the following information:
· Instances completed: Indicates how many instances were processed.
· Instances started: Indicates how many instances arrived at the shape.
· Minimum time: Indicates the minimum processing time of the shape.
· Maximum time: Indicates the maximum processing time of the shape.
· Average time: Indicates the average processing time of the shape.
· Total time: Indicates the total time employed to process the shape.

You can transfer the results report to Excel by clicking the Export to Excel button.
Example: Performing a time analysis for the Emergency

attendance process
In order to provide a general insight into processing times, the emergency response department has
decided to perform a time analysis.
For this analysis the following assumptions have been made:

· Necessary resources to perform activities have infinite capacity.
· The expected time between reports is 5 minutes.
· The simulation will evaluate a period of 1 week.
· The estimated processing times for each of the activities are fixed as shown in the next table:
Activity Processing time (min)
Receive emergency report 4
Classify Triage 5
Manage patient entry 11
Pick up patient 20
Arrive at patient place QAV 7
Arrive at patient place BA 10
Authorize entry 4

1. Define trigger times. To do so, click the Start Event and then the Gear icon on the pie menu.
For this example, the expected time between reports is 5 minutes, so set the time to this value. Note the
value entered is in minutes.
For more information about units please refer to Scenarios.
2. Define the Activities' processing times.

Click the Activity, select Clock on the pie menu and set a value for the Time control.
In the following image the processing time for the first activity is set to 4 minutes.

3. Once all the processing times have been defined, run the simulation. Click the Run button.
Note the simulation shows analysis findings for each shape in real time as it executes, such as average
time, total processing time and the number of completed tokens.
4. When the simulation is finished, select Results to view the outcome.

As we mentioned before, the results on this level give us a general insight into the cycle time of the
process. For this specific case we are able to identify the expected time a person has to wait from the
moment the emergency is reported until medical attention is received.

Based on the results, we can conclude:
· A patient waits at least 16 minutes before receiving medical attention.

· A patient waits no more than 33 minutes for medical attention.
· The expected time a patient waits to receive medical attention is 25 minutes and 3 seconds.
Level 3 - Resource analysis
Overview
This analysis shows the potential effect of resource constrains on process performance. Remember that
a Resource is defined as a person, equipment, or space necessary for the execution of a specific task.
In the previous level, Time Analysis, we assumed infinite resource capacity, that is, activities are able to
process infinite quantity of tokens at the same time. However this assumption is not practical at all. In
real terms there are always resources constraints.
The most common issue arising from introducing resources constraints is that tokens need to wait to
be processed at a given moment. This results in bottlenecks and increase in cycle time, thereby
reducing the capacity of the process.
Money is another resource directly or indirectly involved in a process. Consequently, this level also
allows you to analyze your business operation in terms of costs.
The purpose of this analysis is to identify and minimize the impact of these constraints in terms of cycle
time and costs.
The resource analysis results will allow you to evaluate the following performance measures:
· Sub- or over-utilization of resources.

· Total resources costs.
· Total activity costs.
· Delays (time an activity waits for a resource).
· A more accurate expected cycle time.
Defining the input Data required for this level

By default the Performers defined in the process documentation are defined as resources. In the
Resources Analysis level you need to define the following parameters:
Resources: Remember that a resource is a person, equipment or space necessary for the execution
of a specific task.
To define a Resource click the Resources option found in the ribbon.

A new window will display the available resources.
To add a new resource, click on Resources.
Select Add performer.

Enter the name, description and type of the new resource. Click OK.
Availability and costs of resources:

To define availability and costs of resources, select the Resources option found in the Ribbon. The
availability of Resources determines how many resources of a given type you have as a whole (not for a
particular activity).

A new window will display the available resources. In the Availability tab, enter the value for each
Resources available.
To define the costs of Resources, proceed to the Costs tab.

You can define the fixed and per hour costs for each Resource.
· Fixed cost: This cost is generated each time a resource processes a token.
· Per hour cost: This cost is generated for each hour a resource employs processing a token.
The cost units are defined in the scenario's configuration.

Resources requirements: Tasks require resources to be performed. Once you have defined the
process' resources, you have to define how many are required in order to perform a task.
To define the Resources requirements for a task, click the task and select the Resource icon in the pie
menu.
Select the desired resources from the list available in the Resource window.

You can select one or more resources. The AND/OR selection mode is available in order to define if all
the selected resources are required by the task at the same time or only one at a time.
For each resource selected you must define how many of them are used in the task.
Activity costs: The cost of performing an activity, that is, how much an activity costs once executed.
To define the cost of performing an activity, select the Activity and click Cost on the pie menu.

Set a fixed cost amount. The cost units are defined in the scenario's configuration..

Once the required data has been entered, click the Run button to execute the simulation.


· Resource usage status.
· Number of instances completed.
· Average time per activity.
· Total processing time per activity
· Average waiting time per activity.

Results
When the simulation is complete, select Results to view the outcome.
For the Resource Analysis level, the results of the simulated outcome will contain the following
information for Process and Resources:
For Process and activities

· Instances completed: Indicates how many tokens were processed for each specific BPM shape.
· Minimum time: Indicates the minimum processing time at the shape.
· Maximum time: Indicates the maximum processing time at the shape.
· Average time: Indicates the average processing time at the shape.
· Minimum time waiting resource: Indicates the minimum time a task had to wait for a resource.
· Maximum time waiting resource: Indicates the maximum time a task had to wait for a resource.
· Average time waiting resource: Indicates the average time a task had to wait for a resource.
· Standard deviation: Indicates the standard deviation of the average time a task had to wait for a
resource.
· Total fixed cost: Indicates the total cost of performing a task during execution of the simulation.
For Resources

· Utilization: Indicates the percentage of time the resource was busy.
· Total fixed cost: Indicates the fixed component cost of using the resource.
· Total unit cost: Indicates the variable component cost of using the resource.
· Total cost: Indicates the total cost of using the resource.
Example: Performing a resource analysis for the Emergency

attendance process
In order to analyze the impact of resources constraints in the Emergency attendance process, the
emergency department has decided to perform a resource analysis.
For this analysis the following assumptions have been made:

· The expected time between reports is 5 minutes.
· The simulation will evaluate a period of 1 week.
· Resources can be shared between activities.
The following tables respectively show:

· The resources involved in this process, the current available quantity and the related costs.
Resource Quantity Fixed Cost (US) Unit Cost (US)
Call center agent 2 3 0
Nurse 2 5 0
Ambulance 4 30 0,4
Basic ambulance 2 25 0,3
Quick attention vehicle 2 18 0,22

Receptionist 2 3 0
· The necessary quantity of resources for each activity.
Activity Resource Quantity
Receive emergency report Call center agent 1
Classify Triage Nurse 1
Manage patient entry Nurse 1
Pick up patient Fully equipped ambulance 1
Arrive at patient place QAV Basic ambulance 1
Arrive at patient place BA Quick attention vehicle 1
Authorize entry Receptionist 1
· The cost associated with the performance of each activity.
Activity Cost (US dollars)
Classify Triage 1
Pick up patient 0
Authorize entry 1
· The estimated processing times for each of the activities
Activity Processing time (min)
Classify Triage 5
Pick up patient 20

Authorize entry 4
Define the required input data for this level: Resources, requirements and costs.
1. Define the resources involved in the process. Create the necessary resources from the Resources
option.
2. For each resource define the available quantity, fixed cost and unit cost.
3. Define the resources requirements for each activity. Click the activities and then the Resources icon.
Set the resource and number of instances to perform the activity.
For example, here we are defining that the second activity requires a nurse in order to be performed.

4. Finally, define the cost of performing each activity. Click the activity, select Cost and enter the
corresponding cost.
Here we are defining the cost of performing the Manage patient entry activity is 1 dollar. This cost is
related to paperwork and calls.

5. Click Run, then select Start in the new window to execute the simulation. Note the number of
completed Events are displayed. When the simulation is finished, select Results to view the outcome.

As we mentioned before, the results of a resource analysis give us a general insight into the cycle time
of the process. Consequently, we can identify how the cycle time is affected.
First we analyze the process results.

Compared with the best case scenario achieved in the previous level, the inclusion of resources
constraints has significantly increased the cycle times.
· The minimum time remains at 16 minutes but the maximum increased to 10 hours and 57 minutes
and now the average is 3 hours, 39 minutes and 38 seconds. The previous results only had an
average waiting time of 25 minutes and 3 seconds.
· As is evident, the processing times for each activity have changed. Now, they reflects delays. The
highest average processing times are recorded at Classify triage and Manage patient. The average
waiting times confirm there is a problem in those activities. Possibly, resources used in them are not
enough.
Now lets analyze the resources results.
· The usage of the resources indicates some sub and over-utilization.

· For this case we confirm our hypothesis about a possible problem of resources capacity.
· The nurse who performs the Classify triage and Manage patient reception has a usage of 99,85%. This
means she is utilized at full capacity and instances have to wait until she becomes available. The
emergency department should consider increasing the number of triage nurses to reduce service
and waiting times, and thereby reducing the cycle time.
We'll see if the situation gets better including a new nurse in the available resources. Now we would
have three nurses.
Click Run to simulate the new scenario.
Analyze the new results:

· Introducing another resource brings us closer to the best case scenario with no process delays. The
minimum time remains at 16 minutes, the maximum now becomes 35 minutes and the average 25
minutes and 15 seconds.
· The results also show waiting times close to 0 in the activities where they exist. The current resources
are sufficient to avoid critical delays.
The above can be confirmed from the resources results.

· Usages are acceptable. Nurses now have a utilization of 69,75%.
· There may be other ways to reduce the cost even further and to improve resource utilization, but for
now we can accept the state of affairs.
Level 4 - Calendar analysis
Overview
In addition to the resources constrains discussed in the previous level, we should also consider the
effect of resources availability over time to obtain a better understanding of true process performance.
In real scenarios, processes are subjected to ever changing conditions in the availability of resources.
Holidays, weekends, shifts and breaks restrict and define the true performance of a process.
This level predicts how a process will perform during dynamic periods of time, such as shifts, days
schedules or weeks.
At the end of this level you will obtain more accurate information on:
· Sub- or over-utilization of resources.

· Total resources costs.
· Total activity costs.
· Delays (time an activity waits for a resource).
· Expected cycle time.

Additional to the information required in the previous level, the following must be defined in the
Calendar Analysis:

Calendars: A Calendar defines resource capacity over certain periods of times. They define the
schedules, shifts, holidays and other time constraints to reflect the process in real life.
To create a Calendar click the Calendars option. Click Add calendar.
Defining a Calendar is done in the same way as Outlook. Thus, you can configure time shifts or longer
periods of time.
In the Calendar configuration you find the following options:

· Name: Defines the name of the calendar. It should be short and clear in order to allow identifying the
period of time it represents. For example night shift, coffee break, lunch hour etc.
· Start Time: Defines the starting time of the calendar.
· Duration: Defines the total duration of the calendar.
· Recurrence Pattern: Defines the frequency with which a Calendar will be repeated. It can be daily,
weekly, monthly or yearly.
· Range of recurrence: Defines the period of time for which the calendar applies.
· Start of recurrence: Defines start date of the period of time for which the calendar applies.
· End of recurrence Defines the end date of the period of time in which the calendar applies. It can
also be defined in terms of number of recurrences.
Click OK to save the changes.
Calendars assignment:
Additionally in this level, you have to define the availability of resources for each defined calendar.
To define the calendars assignment click the Resources option
For each Resource (row) you must define the availability for each calendar (column).
Keep in mind that if you leave a Calendar blank, Bizagi will assume the availability value of a resource is
the one defined in the Default Calendar.
This calendar includes the same resources availability defined in Level 3 (Resources Analysis).


· Status of resource usage
· Number of tokens completed
· Average time per activity
· Total processing time for each activity
· Average waiting time for each activity
· Total waiting time for each activity
Results
When the simulation is complete, select Results to view the outcome. For a calendar analysis , the
results of the simulated outcome will contain the following information:
Tab for Process and Activities

· Instances completed: Indicates how many instances were processed.
· Minimum time: Indicates the minimum processing time of the shape.
· Maximum time: Indicates the maximum processing time of the shape.
· Average time: Indicates the average processing time of the shape.
· Total time: Indicates the total time employed to process the shape.
· Min. time waiting: Indicates the minimum waiting time for the shape.
· Max. time waiting: Indicates the maximum waiting time for the shape.
· Avg. time waiting: Indicates the average waiting time for the shape.
· Standard deviation waiting: Indicates the standard deviation of the waiting time for the shape.
· Total time waiting: Indicates the total waiting time for the shape.
· Total fixed cost: Indicates the total fixed cost for the shape.
Tab for Process and Activities

· Utilization: Indicates the percentage of time the resource was busy.
· Total fixed cost: Indicates the fixed component cost of using the resource.
· Total unit cost: Indicates the variable component cost of using the resource.
Example: Performing a calendar analysis for the Emergency

attendance process
In order to analyze the impact of calendars in the Emergency attendance process, the Emergency
department has decided to perform a Calendar analysis.
The shifts for the process will be as follow:
Resource Morning shift (6:00 am - 2:00 pm) Day shift (2:00 Night shift
pm - 10:00 pm) (10:00 pm - 6:00
am)
Nurse 3 3 3
Ambulance 4 4 4
Basic ambulance 2 1 2
Quick attention vehicle 1 2 1
Receptionist 2 1 1

1. Create the three calendars (working shifts).
Click the Calendars and add a new Calendar.
We are going to create the Night shift. In the Calendar configuration options enter the following
information:
· Name: Type Night Shift

· Start Time: This calendar starts at 10:00 pm (see table above) so this is the start time
· Duration: This calendar starts at 10:00 pm and finishes at 6:00 am so the calendar duration is 8
hours.
· Recurrence Pattern: This calendar is repeated everyday so select Daily and type 1 in the alongside
field.
· Start of recurrence: This calendar applies always so the start date is the same start date of the
simulation.
· End of recurrence This calendar applies always so it has no end date.
Repeat the procedure for the morning and day shift calendars.
2. Through the Resources option, set the availability of resource for each calendar created previously.

3. Click the Run button. When the simulation is finished, select Results to view the outcome.

Recall that incorporating ever changing conditions in the resource availability gives us a better
understanding of true process performance.
The results of the calender analysis will reflect this change. Let us analyze them.
First we examine the process results:

· The average time a patient waits for assistance suffered a little increase from 25 minutes and 15
seconds to 25 minutes and 26 seconds. This is not significant.
· The Arrive at patient place BA task has a maximum waiting time of 15 min. It could be critical for a
patient, however the average waiting time is 0,74 min. It is clear that high waiting times in this task are
rare.
· Despite the presence of waiting times, they are not regarded critical.
The resources usage results will highlight any critical capacity problems.

· The highest utilization is for the Nurse. Remember that this resource performs two activities in the
process: Classify triage and Manage patient entry.
· From the Process results we can conclude that the usage of nurses is not at full capacity since the
waiting times of the associated activities are not significant.
· Assigning shifts and resources did not overtly affect the process in general; therefore, we can
conclude that the allocation is adequate for our purpose.
Configure Simulation
In order to configure scenarios to be more realistic, some parameters can be configured.
With the Simulation view opened, click the Properties button in the ribbon to configure the scenario.

For each scenario provide the following information:
· Name: The name of the scenario. It should be clear and descriptive to easily identify the simulation
conditions.
· Description: A detailed description of the new assumptions and changes made to the process.
· Author: The person or group that created the scenario.
· Version: The version number of the scenario.
· Start: Date on which the simulation starts.
· Duration: Period of time during which the process will be simulated.
· Base Time unit: The units in which time metrics and results will be displayed.
· Base currency unit: The units in which cost metrics and results will be displayed.
· Replication: Number of simulations for the given scenario.
· Seed: Value of the seed used to generate random numbers.
We recommend using 30 replications to make sure the simulation reaches a stable state.
For the replications to take place, keep in mind that you should run the What-If analysis which
provides direct results (instead of using the graphical simulation with Real-time display at the Run
option). Notice that you may select only 1 scenario, to run the 30 replications.

The simulation will execute according to the duration defined disregarding the max arrival count.
If the max arrival count is reached and the duration is not, the resources will remain idle and the
results may not reflect the reality.
If no duration is defined, the default duration is 30 days.
Scenarios
Bizagi Simulation allows you to create multiple scenarios for your process model, to analyze different
combinations of data input and observe many possible outcomes. Scenarios are completely
independent from one another, from the definition of the scenario itself to the data included in each
shape of the model.
When you are in Simulation View, the model will display a default scenario created by Bizagi. All
information entered belongs to that specific scenario. The name of the process scenario being
simulated is displayed above the model:
Click the Properties button in the ribbon to manage the scenario.

For each scenario provide the following information:
· Name: The name of the scenario. It should be clear and descriptive to easily identify the simulation
conditions.
· Description: A detailed description of the new assumptions and changes made to the process.
· Author: The person or group that created the scenario.
· Version: The version number of the scenario.
· Start: Date on which the simulation starts.
· Duration: Period of time during which the process will be simulated.
· Base Time unit: The units in which time metrics and results will be displayed.
· Base currency unit: The units in which cost metrics and results will be displayed.
· Replication: Number of simulations for the given scenario.
· Seed: Value of the seed used to generate random numbers.
option). Notice that you may select only 1 scenario, to run the 30 replications.

The simulation will execute according to the duration defined disregarding the max arrival count.
If the max arrival count is reached and the duration is not, the resources will remain idle and the
results may not reflect the reality.
If no duration is defined, the default duration is 30 days.
Create scenarios
To create a new what-if scenario, select the What if option (found in the Simulation group on the
ribbon) and select Manage scenarios.
Click New. Two actions are available:
· Duplicate selected scenario: Creates a copy of the current scenario with the same parameters
configurations (number of resources, processing time, calendars etc).
· Blank scenario: Creates a scenario with blank simulation parameters.

Edit the new scenario to add specific information to your activities.
What If analysis
What if analysis is a powerful tool for improvement that evaluates how strategic, tactical or operational
changes may impact the business . Through different scenarios you will be able to perform a true-to-life
analysis of your processes without putting your business operation at risk.

Bizagi allows you to easily carry out what-if analysis on your processes to evaluate, understand and
predict the effects of your decisions over given performance measures. You will be able to perform
What if analysis in any of the simulation levels.
You will be able to answer questions like:
· How would the processing time of a case decrease if the number of available resources is doubled?
· What would be the cost/benefit rate of reducing the process time in a specified activity?
· What would be the effect of altering the working shift configuration in the operational cost and
service level?
The reports generated in What if analysis will display the results of all scenarios to be easily compared.
option). Notice that you may select only 1 scenario, and in this example we used 100 replications.
Using What if analysis

To perform a what-if analysis, first create the desired scenarios and then run the simulation, selecting
the scenarios for comparison.
Compare scenarios
When each scenario with its relevant data has been created, click What if and mark the scenarios you
wish to compare. Thereafter, run the simulation to generate the reports.

The Report will compare the scenarios, including all information for the selected analysis level. For
readability, disparities are highlighted in color.
We recommend comparing two scenarios at a time; with many scenarios the results evaluation may
become too complex.
What if analysis example

Based on the calender analysis example, we will reduce the number of resources for all shifts and see if
the processing times are affected.
To do this, we will create an additional scenario by duplicating the original one:

In Scenario 1 the resources availability is:
pm - 10:00 pm) (10:00 pm - 6:00
am)
Nurse 3 3 3
Ambulance 4 4 4
Receptionist 2 1 1
In Scenario 2 the resources availability will be altered as follows:

We reduced Nurse, Ambulance and Receptionist. We increased basic ambulance and quick attention
vehicle.
pm - 10:00 pm) (10:00 pm - 6:00
am)
Nurse 2 2 2
Ambulance 2 2 2
Receptionist 1 1 1
We run the what-if analysis including both scenarios.

Mark the scenarios and click Start.

As soon as the analysis is complete, the Results will display.
Color is used to emphasis differences between scenarios. Values that differ are highlighted in red.
The resources results show that the utilization of resources increased, especially for the Nurse, now at
full capacity. This gives us an idea that there will be delays and patients will be held waiting. The
positive result is that costs are reduced.

Analyzing the outcomes we note that:
The completed tokens have been reduced. This means we are tending to less patients with this new
resources distribution.
Waiting time has increased in several activities:

In the whole, this new scenario is not beneficial. The hospital cannot afford such high waiting times since
it offers a health care service.
We recommend reverting the resources availability for Nurse and Ambulance to their original values,
and changing the availability of other activities. Run the simulation again and examine the results.

Part IX
Process Execution
Process Execution
Bizagi offers three complementary products: Bizagi Modeler, Bizagi Studio and Bizagi Engine.
To model and automate your processes you need Bizagi Modeler and Bizagi Studio on your Computer
or laptop.
Use the free Modeler to diagram and document your process. Once your process is complete you can
then press the Run button to export the process to Bizagi Studio, where a wizard will guide you through
all the necessary steps to automate the process, and turn it into an executable application (workflow).
Manage the complete process life cycle:
· Bizagi Modeler: Diagram and documentation module available as Freeware

· Bizagi Studio: Construction module available in the Bizagi BPM Suite
· Bizagi Engine: Execution and control module available in the Bizagi BPM Suite
With Bizagi Modeler you start mapping and documenting the process flowchart.
Use our Bizagi Studio to enter all the necessary information for process execution: standard time, costs,
user interfaces, business rules, etc. This model is stored in a database and used for process execution
by the Bizagi Engine.
Bizagi BPM Suite allows you to enter all the necessary information for process execution: standard time,
costs, user interfaces, business rules, etc. This information is stored as a model in a database and used
at runtime for process execution through a work portal for end users.
Click here for more information about process automation
To start your process automation, follow the steps below:
1. Download Bizagi BPM Suite from http://www.bizagi.com/en/bpm-suite/bpm-products/studio and

follow the instructions to install it.

2. Open your process in Bizagi Modeler and select Run Workflow on the Home tab.

3. Choose the New option in the project list and click the Next button.
If you already have a project in Bizagi Studio, you can opt to create this new process there.

4. Mark the diagrams to export and click the Next button.

5. Edit the diagram's name, if necessary, and click the Next button.

6. Enter the project name and click the Next button. The project will be created and are able to start
the automation in Bizagi Suite.

7. In Bizagi Studio a wizard will guide you step by step through the automation process and will have
your processes up and running in no time.

Guidance for automation
Overview
Bizagi Studio is the construction environment that transforms processes designed with Bizagi Modeler
into applications without the need for programming.
Bizagi offers a set of tools that enables you to graphically define the model associated with a business
process (flowchart, business rules, user interface, etc.). This model is stored into a database, then is
interpreted and executed in production by Bizagi BPM Server without having to use intermediate code.
Bizagi Studio is available for free download from our site www.bizagi.com.
To model processes that are executable in Bizagi Studio, you need to consider the following.
Activities
Activities represent work or tasks carried out by members of the organization. Bizagi Studio only
supports some of the types of activities. You can define your tasks as User Task, Service Task, Receive
Task, Send Task, Script Task, Manual Task or Business Rule Task.
Events
Start Events
The start event indicates the start of the process. Bizagi Studio supports several start events:
· Start Event (it does not have any particular behavior)

· Message Start Event
· Timer Start Event
· Signal Start Event
· Conditional Start Event
· Parallel Multiple Start Event
· Multiple Start Event
Intermediate Events
Intermediate events indicate where something happens somewhere between the start and the end of a
Process. Bizagi Studio allows you to include five types of intermediate event in your processes.
· Timer Intermediate Event

· Message Intermediate Event
· Signal Intermediate Event
· Link Intermediate Event
· Compensate Event
· Escalation Event
· Conditional Event
· Parallel Multiple Event
· Multiple Event

When you include a message or a signal event in the diagrams, you must indicate if the event is used to
Throw or to Catch.
Click here for more information about how to communicate between processes.
End Events
End events indicate when a process ends. Bizagi Studio supports the following end events.
· Terminate End Event

· Message End Event
· Signal End Event
· Compensate End Event
· Error End Event
· Cancel End Event
· Multiple End Event
Gateways
Gateways indicates a variation in process flow whether depending on an expression or intending to
create parallel flows.
· Parallel Gateway
· Inclusive Gateway
· Event-based Gateway
· Exclusive Event-based Gateway
· Parallel Event-based Gateway
· Complex Gateway

Multiple Pools and Lanes
Multiple pools are not supported by the Bizagi BPM Suite. The processes that can be executed in Bizagi
Studio must contain only one pool.
You can include several lanes to define and differentiate elements in the process: for example roles and
departments.

Connectors
To execute your model, you can use Sequence Flow Connectors to connect the different
elements in the process.
You can also include the association connector to link artifacts to an element.
Sub-process
Bizagi Studio supports four types of sub-processes, each sub-process has a special behavior:
· Embedded: When you define a Sub-process as Embedded, which is the default Sub-process, it will be
dependent on the parent Process and consequently have visibility of the parent’s global data.
· Reusable: A Reusable Sub-process is defined when an activity within a Process calls another
predefined Process. The Process that is called is not dependent on the parent.
· Multiple: A multiple Sub-process is instantiated several times. It could be executed in Parallel or in
Sequence.
· Transactional: The transactional Process is a Sub-process which behavior is controlled through a
transaction protocol.
Click here for more information about transactional sub-processes.
Execution
Once you have completed the process modeling you can run it on the Bizagi BPM Suite.

Video: Bizagi BPM Quicktour
Watch a 5 minutes quicktour and learn about Bizagi BPM Suite - Process execution

Part X
Advanced topics
Advanced topics
Interaction between processes

Overview
More than one pool in a diagram represents interaction between separated business entities or
performers.
Many business processes require interaction between each other to be correctly performed and
accomplished. In BPMN these interactions are defined as a sequence of activities that represent
message exchange patterns between the entities involved.
In BPMN this behavior is know as Collaboration.
Understanding interaction between processes

BPMN defines Pools as Process performers (Entity or Role) that contain the Sequence Flows between
activities.
There is always at least one Pool for each diagram even if it is not diagrammed.
More than one pool in a diagram represents interaction between separate business entities or
performers.

As the activities within Pools are considered auto-contained processes, the sequence flow must not
cross the pools' boundaries. The interaction between Pools is shown through Message Flows,
represented as dotted lines.
Modeling Collaborative processes

Collaboration enables communication between two or more processes by sending and receiving
messages containing actionable information. In Bizagi, collaboration is carried out through the throw
and catch shapes which are configured in each process. The shapes that allow Collaboration in Bizagi
are:

Message Start Used when a message arrives from a participant and triggers
Event the start of the process.
Indicates that a message can be sent or received.
If a Process is waiting for a message and it is caught the

Process will continue its flow.
A catch Message Event waits for a message to arrive and once

Message event
the message has been received, the Process will continue. The
Event marker in this instance will be filled.
A throw Message Event sends a message to an external

participant. The unfilled Event marker is allocated to the throw
message.
Message end Indicates that a message is sent when the process is ended.
The start of the Process is triggered by the arrival of a signal

that has been broadcast from another Process.
Signal Start Event
Note that the signal is not a message; messages have specific
targets, signals do not.
These Events are used to send or receive signals within or

across the Process. A signal is similar to a signal flare that is
shot into the sky for anyone who might be interested to notice
and then react.
Signal event
If the Event is used to catch the signal, the signal Event marker
will be filled. Alternatively, the unfilled Event marker is
allocated to the throw message.
Signal end It indicates that a signal is sent when the process is complete.
When you drag and drop an Intermediate Event into a process, you can convert it to another type of
event.
For example to convert an Intermediate Event to a Message Event, follow these two steps:
1. Convert the event type from Intermediate Event into Message. Right-click on it, select Event Type and
choose Message.

2. If you have a catch message (the event marker that is NOT filled) and you need a throw message (the
event marker that IS filled).
Right-click on the shape and select Is Throw, in order to convert the message into a throw message.
In the collaboration diagram, the messages will appear as follows:

Example: Interaction between processes
In this example a company decided to diagram the Purchase Process interacting with the process
performed by your suppliers.
The two processes are independent but information flows constantly via messages (phone calls, emails,
etc.).
Each company needs information from the other to successfully complete the process.
The following is the diagram shows the Purchase Process example.

The Purchase department sends a Purchase Order to the Supplier.
Then, when the products are delivered, an invoice is sent to the purchase department by the Supplier.
Those interactions between processes can be represented with messages. To inset a message, click on
the Message line option in the Connectors palette.

By doing the same for the send and receive invoice activities, the diagram showing collaboration will be
finished.

Message Flow connection rules
The following table has been extracted from the BPMN 2.0 standard where the rules to connect
objects through message flows is defined.
"The arrow symbol indicates that the object listed in the row can connect to the object listed in the
column. (...) Only those objects that can have incoming and/or outgoing Message Flows are shown in
the table. Thus, Lane, Gateway, Data Object, Group, and Text Annotation are not listed in the table."
Business Process Model and Notation, v2.0 page 44

Alignment features between processes
Overview
When modeling interaction between Processes, Bizagi provides smart-align options for both the new
Pools and Message Flows between them.
New Pools alignment

Recall that as soon as you open the Modeler a Pool will be ready for you to start diagramming.
When including a new Pool into a diagram, using smart alignment will line up the Pools to each other
(left vertically alignment).
To use this feature, make sure you drag the new Pool to the existing Pool's left start point (vertically
near).
Bizagi will highlight both Pools to indicate that you may drop the new one at this location and allow
auto-alignment.

Message Flows alignment
When using Message Flows to model the interaction between Processes, smart alignment will show
flows emanating from a straight line parallel or vertical to the element.
To use this feature, ensure your Task or Event being connected to the Message Flow is placed close
enough to allow for a straight line.

In this way, Bizagi will automatically align the Task or Event.

Note that this feature applies for Message Flows connected to Tasks or Events, and at least to one of
their two endpoints (e.g Message Flows with the following related elements: Task-Task, Event-Event,
Task-Event, Pool-Task, Pool-Event).

On-premise Collaboration
Overview
Team Collaboration is a feature that allows teams to participate simultaneously in the definition of a
process, aiding innovation and delivering efficiency across organizations.
Multiple users work simultaneously on a model during the process's design phase, achieving greater
participation of team members and, ensuring the best quality in a process's definition. Bizagi's
collaboration features allow users to change and improve a process's flow, run online team discussions
and enter comments in real time, visible to all participants.
You must decide whether to use Collaboration On-premise or

in the Cloud.
· If you collaborate On-Premise you are responsible for the files storage and their availability.
· If you collaborate in the Cloud you can work without barriers: you can work on your processes
anytime, anywhere you have an internet connection – without restrictions of location or time zone.
Collaborative process modeling
Overview

Collaborative process modeling requires a Model to be stored in a location where you, and your team,
can access it. This means you need a network connection in order to be able to access the shared
model.
You can save your collaboration process models on your computer, in a file server or using third-
party cloud (online) storage service.
· Bizagi offers Modeler Collaboration services which are free for a Personal Plan. Bizagi Cloud is
available wherever, whenever.
· On premise collaboration is completely free, whilst collaboration services in Bizagi Cloud have a
price.
To enable collaboration, select File > Save As > Local Models > Save as Collaboration File.
Then, select your process location to start sharing On-premise.

Once the model is saved Bizagi Modeler creates a file with a .bpmc extension, along with a new folder.
The folder contains special files to make collaboration work, PLEASE DO NOT MANIPULATE THIS
FOLDER.
Allocate appropriate permissions to your team, so that they can access the new folder and the files
within. Anyone with access to the location, where the collaboration model is saved (the .bpmc file), can
access the Model.
Sharing a model in a File Server

Your collaboration models can be saved on your company's file server. After sharing a model give
your team the permissions to the file and folder through Windows' Sharing options.
Right-click the folder and the .bpmc file and click the arrow next to Share with. Select Specific people to
add the necessary people. The invitees will have access to the model.

Sharing a model in a Online Storage Service
If you have Internet access at your company, you can also share your models via Online Storage
Services such as Dropbox, Sugarsync or Sky drive.
To share a model in an Online Storage Service, follow the steps below:
1. Download and install the Online Storage Service software on your computer, in this example we will
use Dropbox.
Since a shared model relies on both a .bpmc file and an annex folder, it is strictly important to
ensure that you open a model when having both the file and the folder in the same path (by using
the desktop software that synchronizes files from your online storage service).
2. A Dropbox folder will be created on your computer. Any files placed in this folder can be shared with
other users of Dropbox.
3. Login to Dropbox. Create an account if you do not already have one.

4. Save your new folder, containing your Share Model, and all the files within to the Dropbox folder.
Right-click on the folder where you stored the collaboration file and select the option Invite to folder.
A window will be displayed. Enter the email addresses of the people you wish to share the model with
and click on Share folder. This will allow your team access to the model.
Sharing a model in your computer

If you do not have company access to a File Server or Internet, you can share your models on your own
computer. As soon as you share a model, give your team the permissions to the file and folder through
Windows' Sharing options.

Right-click the folder and the .bpmc file and select the arrow next to Share with. Select Specific people
to add the necessary people. The team members added will have access to the model.
Example of collaboration
Overview
price.
To illustrate how to perform collaboration within a process we will use the following example:
Assume that Andrea works in the administrative department of her company. She has been working on
the Travel Request process, which involves employee activities to manage a request for a flight ticket, a
currency advance and a hotel reservation.
She needs to share her model to collaborate with Mark on her team, allowing him to review the model
and suggest any improvements.
1. To share her model, she clicks on File > Save As > Local Models > Save as Collaboration Model File.
She saves the model in a shared location (using the wizard), where Mark can access it.

Upon her sharing the model, Bizagi creates a new model with a .bpmc extension, the ‘c’ denotes
collaboration.
Click here for more information about Bizagi Modeler extensions.
2. She grants Mark privileges to access the location where the model is shared.
Once Mark is given permission, he opens the .bpmc file.
3. Andrea and Mark can now both open the model and work concurrently on it. They can communicate
with each other by entering messages in the Comments window found on the right of the screen.
Messages are displayed in real-time; hence, as soon as either party types a comment and clicks the
Enter button, the comment will be instantaneously displayed.

They can also leave their comments for later review by team members. Comments in Bizagi Modeler
work very similarly to Twitter.
4. Andrea asks Mark to help her with the Expenses report diagram. They can both view the Expense
report diagram simultaneously and thereafter discuss it.
Mark reviews the diagram. He comments, at the Diagram level, that all the activities of the
Administrative Manager are missing and stipulates that he will make the changes.
5. By default all diagrams are read-only. To change or update a diagram it is necessary to click Check
Out, located in the Diagram group on the Home tab.
In the given example, this feature enables Mark to perform any changes on the diagram; however, for
Andrea and other users the diagram will be locked.

6. Once Mark has completed his changes he clicks on the Check In button, located in the Diagram
group on the Home tab.
7. Andrea receives a notification informing her there has been a change in the Expense report diagram.

8. Andrea reviews the model and note the last activity should have some additional changes.
Consequently, she adds an Element comment for Mark's perusal.
9. Mark reviews Andrea's latest comment. Either Mark or Andrea can make the change. Whoever makes
the change will lock the diagram, using the Check Out feature.

There is an Info button available for everyone to track the editing history. The History window displays
the date-time and user details of each addition.
Collaboration levels
Collaboration comments can be made at three different levels: model, diagram and element, so that
team members can comment on the context in each level.
price.
· Model comments: comments posted within the Model apply to all the diagrams, i.e. are visible from
any diagram. These comments are found in the Diagrams tab.

· Diagram comments: comments posted within a diagram only apply to that diagram.
· Element comments: comments posted within a selected diagram element only apply to that element
within a diagram.

Offline collaboration
You, or your team, can also work offline within a collaboration model. Offline collaboration allows
modification even if there is no access to a network connection. Offline collaboration is only possible
when the collaboration model files (.bpmc file and folder) are available in offline mode through an
Online Storage Service or if your network folder is always available offline.
price.
You can lock the process for editing before or after you log off the network. However we recommend
that you lock the diagram for edit BEFORE you disconnect or log off from the network to avoid
conflicts.
Click here to learn more about Conflicts resolution.
An example of an offline collaboration being needed is where you may be on a business trip and plan
to work whilst on the airplane.
1. Before you leave your office click the Check Out button, in the Diagram group on the Home tab, to
lock the diagram for editing.
(Since the diagram is in edit mode you alone are able to make the changes, which can be done whilst
on the plane.)

2. Once the changes are made, click the Check In button, in the Diagram group on the Home tab. The
diagram will automatically synchronize when next you connect to the network. Once synchronized your
team will be able to view all changes.

In order for offline collaboration to work you need to use:
An Online Storage Service, for example: Dropbox which creates local copies of all files on your
computer; or If you are using a file server, the shared folder must be made available offline.

Conflicts resolution
Overview
Collaboration allows multiple users to work together on a model which is saved in a shared folder.
Team members can perform changes to a model at the same time, some being online and others
being offline. When offline users come back online, and diagrams are synchronized, conflicts in the
changes can occur. Conflicts will occur if changes are made by more than one person to the process
flow or to the documentation of any element in the same diagram.
The following example illustrates how conflicts can occur:

You have shared a model thought Dropbox with another team member but you need to travel abroad
whilst they work on the model. During the flight you decide to work on a diagram and make some
changes offline. However at the same time your team member is also working on the same diagram
whilst being online.
When you next connect to the network your model will automatically synchronize. Consequently, your
changes will now conflict with your colleague's.
Bizagi has a tool that allows you to resolve these conflicts.
Process flow conflicts

Let us assume that you and your team member work in the Administrative department of your company
and you are collaborating via Dropbox on the Purchase Request process. You changed a diagram
offline and your team member, whilst being online, also made some changes to the model.
As you come back online and synchronize the model, a new window will be displayed to warn that there
is a conflict.
There will be two diagrams, one in blue and one in red. The blue one will be your diagram i.e.; being
the person who synchronized.

The left pane shows the conflicting versions. You can switch between the diagrams to analyze which
version to keep, just as in Word or Excel.
The person synchronizing (you in this case) must decide how to handle the conflict.
You can revert to your colleague’s online version or retain your own offline version. Note, you can
always create a copy of the diagram that was not kept, by selecting the option Save a copy. Doing so
will allow you to implement the changes in the discarded version.

Attribute conflicts
Again, let us assume that you and your team member work in the Administrative department of your
company and you are collaborating via Dropbox on the Purchase Request process. As in the previous
example you both made changes offline and online respectively, but this time to the attribute
information for the same diagram element. For example, the description of the Create Purchase
Request task.

When you are next able to connect to the network and synchronize your model, a message will display
to warn that there is a conflict.

Two diagrams will be displayed: one with your changes and another with your team member's
conflicting version. As the person synchronizing, you need to decide whether to retain your own, offline,
version or revert to your colleague’s online version.
Using Categories
Overview
Categories classify comments, that have been made in the Comments Window, according to their
priority, relevance or topic. For example you can classify your comments to distinguish between urgent
changes, issues to evaluate, etc.
Defining and assigning categories enables you to filter comments and so focus on the most important
information.
To define categories follow the steps below:
Create and assign filters to comments

1. Select Filter by in the Comments Window.

2. Select Edit Categories.
3. Select the category you wish to define and then click the Rename button. Name it and click OK
button.

4. Click the category icon located on the right hand side of the comment and select the desired
category.
Filter comments by category

Comments can be filtered if you associate the relevant comments to category tags. To tag your
comment, click the Filter by option and select the category.

Remove filters and clear categories
To remove a filter click the red button located on the right-hand side of the category.
To clear an associate category tag select the category icon, located on the right-hand side of the
comment; thereafter, select the Clear option from the drop-down list.

User profiles
Overview
When a model is in collaboration mode, the user profile identifies the team member. Your profile can
be configured to include a personalized user name (nickname) and a picture.
User profiles are defined locally to each computer. A local user profile is created and stored on the
first computer the user logs into. If you use Bizagi Modeler on multiple computers you will need to
define a user profile on each one.
You can customize your user profile by following the steps below:
1. On the Tools tab, in the Tools group, click User Profile.

2. The User Profile window will be displayed. Click the Change Image button to load an image for the
display picture.
3. Enter your Nickname and Name and click the OK button.

4. After updating your user profile all your comments will show your picture and nickname.
Saving as non-collaborative file
Overview
Collaborative process models are saved with a .bpmc extension (the ‘c’ denotes collaboration), in
comparison to non-collaborating models that use a .bpm extension. Click here for more information
about Bizagi Modeler extensions.
When you have finished collaborating, that is, your process design is finished, you can save your model
as a .bpm file again in the location where all your processes are stored.
1. Click Save As on the File tab.

2. Select Computer and select Save.

3. Specify the save location and select Bizagi Diagram Model (*.bpm) from the Save as type drop-down
list.
Force unlock
Overview
By default all diagrams are read-only. To change or update a diagram it is necessary to click Check Out
on the Home tab. This will enable you to perform any changes on the diagram, and for everyone else,
the diagram will be locked.
Doing so avoid inconsistencies, as single-user editing prohibits conflicting updates on shared data,
which is important to maintain integrity. However, you may override this feature by forcing an unlock at
which point Bizagi Modeler will warn you that conflicts may occur.
A locked diagram is evident by a display message stating that the model is read only.
Click the username link.

A window will display showing the users currently editing the model.
If you click the Unlock diagram button the following warning message will be shown.

Click the Yes button. This will unlock the diagram and you will be able to make the necessary changes.
Long lasting transactions

Overview
Bizagi Modeler is a powerful tool that allows you to model your business process from the simplest to
the most complex process.
A transactional process is an example of a complex model that can be modeled by Bizagi Modeler.
Transactional processes are used to coordinate multiple activities that need to be completed
successfully. If any of them are not successful it is necessary to return to the initial state (a state before
the activities where ever performed). BPMN uses the following diagram element to represent a
Transactional Sub-process:
The long lasting transactional BPMN models have three possible outcomes:
· The first outcome is when all activities in the process are successfully performed, the process
continues with the normal flow.
· The second outcome is when a failure occurs, and it is necessary to reverse all activities that have
already been completed within the process. This is achieved through the execution of compensation
activities. Each activity that needs compensation has one task associated to it. Compensation is
executed when it is necessary to return to the initial state of something and is only performed when
an activity has successfully ended.
· The last outcome occurs when an unexpected error is presented, the transactional sub-process
activities are interrupted without any compensation and the process continues with the intermediate
error event.
To model a transactional process it is necessary to attach the Error and Cancel events to the sub-
process. In any of these two events occur the process will have a flow to continue:

Transactional example
To demonstrate this type of process we are going to use the a travel request.
When a travel request is made, it is necessary to make reservations for travel, hotel and car hire. If any
one of them cannot be successfully completed, then the whole trip is not possible. The reservations that
were made successfully, must be compensated.
The following images illustrate these three possible outcomes:

The complete process looks like this.

To Model the activities of the Sub-Process include the required activities. In this case we will include
three activities, Book Car, Book Hotel and Book Flight.
Include a compensation event for each activity. This way, if any activity fails, the completed activities can
be compensated.

Now your Process is complete: The parent Process contains the sequence flows that will allow the
Process to take action if the Sub-process fails to complete successfully. The Sub-process contains
actions that will compensate any reservation that has already been performed correctly.

Part XI
FAQ
FAQ
General FAQs
· What is the price of Bizagi Modeler?
· Is Bizagi Modeler open source?
· How do I install Bizagi Modeler on my Mac?
· Can I install Bizagi Modeler on a multi-user setup?
· What kind of files does the Modeler handle?
· What is the BPMN version supported by Bizagi Modeler?
· How do I know if my diagram has modeling errors?

· Can I work on diagrams that were not designed in Bizagi Modeler?
· Can I import and export extended attributes using XPDL language?
· My model includes several sub-processes. How can I import all the diagrams in a new model?
· How can I diagram the communication between processes?
· How can I diagram a large process?
· Can I remove or change the Bizagi logo from my diagrams?
· How should I manage fonts in my documentation?
· How can I include special characters to support my language?
· How can I disable the message that shows up when changing element types?

· Can I use the Modeler with several people to work simultaneously on the same diagram?
· How can I share my process diagrams and documentation with colleagues?
· How can I present my processes in a business meeting?
· Why is my sub-processes' information not being included when I publish?
· Why can’t I use pools, lanes and milestones in a sub-process?
· Why can't I see all the figures in the palette?
· Why is the Modeler included in the BPM Suite different from Bizagi Modeler?
· Why do I get an activation message of ActiveX every time I export my models to web?
· I get the error Exception from HRESULT: 0x80010001 (RPC_E_CALL_REJECTED) when exporting to
Word
· Why can’t I open my .bpm models shared in SharePoint directly with Bizagi Modeler?
· After publishing the web output to SharePoint 2010, the default page will not open. What can I do?
· Why can't I publish to my MediaWiki?
· I get the message Error loading the model because it is being used when trying to open a Bizagi
Collaboration Model file

General FAQs
What is the price of Bizagi Modeler?
Bizagi Modeler is available at no cost as a free download. It is not a trial version or community edition,
the entire product is available for free.
Is Bizagi Modeler open source?

No, Bizagi Modeler is a freeware, but not open source. We do not have a developer version.
How do I install Bizagi Modeler on my Mac?

Mac OS is not currently supported. However you can execute our Bizagi through a Virtual Machine
in Azure services.
Notice that in Azure marketplace, you will find a Bizagi virtual machine template which you can
install without any cost.
Please refer to this article for more information and instructions.
http://help.bizagi.com/bpmsuite/en/index.html?how_to_bizagi_azure.htm
Can I install Bizagi Modeler on a multi-user setup?

Bizagi Modeler can be installed in a Server (as per the requisites) in order to be accessed by multiple
users.
For this setup, there are third-party technologies which will allow them access, such as Terminal
Services.
What kind of files does the Modeler handle?

Bizagi Modeler has two main file types, differentiated by the file extension:
· .bpm, the file format used to save a Bizagi Modeler file.
· .bpmc, the file format used to save diagrams for Team Collaboration Mode.
Team Collaboration is used to provide collaboration within your work team for the definition of your
process diagrams and documentation.
Click this link Team Collaboration for further information.
· The .bpm in the 1.6 version is used to save a model that will be imported to our Bizagi BPM Suite to
be automated and turned into a running application (workflow).
If you want to have interoperability (import, export) with other BPM tools, then you should use the
standard XPDL language or Microsoft Visio.
For more information please refer to Exporting and Importing.

What is the BPMN version supported by Bizagi Modeler?
Bizagi Modeler supports the current version, BPMN 2.0.
For more information about BPMN 2.0, see http://www.omg.org/spec/BPMN/2.0
How do I know if my diagram has modeling errors?

Bizagi includes a button that validates the element's location. and connections. On the Home tab, in the
Model group, click on Validate to start error checking.
Select the error description in the Diagram Validation add-on window in order to correct it.
Bizagi Modeler does not validate the notation and the logic used in your diagram. However we offer
several types of support to help you through your process modeling and documentation. For more
information please refer to Training and Support.

Best practices in modeling
The BPMN (Business Process Modeling Notation) standard provides organizations with the capability of
understanding their internal business processes in a graphical notation and the ability to communicate
their procedures in a standard manner. However, the use of the standard do not ensure that processes
are modeled in a clear and effective way; the way modelers interpret business conditions, and how they
define its structure, is crucial to ensuring they are understood correctly.
This article provides process modelers some guidelines to build clear and effective models compliant
with the BPMN standard.
BPMN modeling principles

When defining process diagrams you should take into account the following basic principles:
· 1. Keep a logical and clear sequence

· 2. Use the BPMN standard
· 3. Use strict labeling
· 4. Simplify diagrams
Below you will find useful tips to follow these principles and aid the correct processes definition and
communication.
1. Keep a logical and clear sequence

This seems to be obvious but is one of the most common errors in process modeling. Diagrams can
become unreadable and very confusing when the process logic is not explicit and clear. The following
techniques will help you to maintain a logical and clear sequence in your models.
Define a clear beginning and end:

In BPMN, start and end events are optional. However, processes with implicit start and end events are
undesirable and could lead to misinterpretations.
Use start and end events in each process and sub-process to represent its beginning and completion.
Follow a consistent direction of flow

Make the process logic visible in the diagram. Avoid crossed lines (connectors), maintain a time
sequence and keep a consistent direction of flow. The diagram reading will be easier and its
communication efficient.
Keep primary scenario clear

The "happy path" should be easily identified when reading a diagram. Diagram the happy path first and
then the alternative flows.
Keep alternative scenarios clear

BPMN offers the necessary tools to represent exception handling logic explicitly in the diagram. Once
the primary scenario is diagrammed, make use of the following elements to model alternative flows as
required:
Use events attached to tasks

If an Event is attached to the boundary of an activity, it will change the normal flow into an exception
flow when something happens (a message is received, a condition is met, a time is reached, etc). For
further information see Attached events
Use transactional processes

Transactional processes allow business scenarios with transactions. A set of activities must be
successfully accomplished, otherwise compensation or cancellation flows are followed. For further
information see Sub-processes types
Distinguish success and failure end states

Use separate end events to identify when a process finished successfully and when it did not.

Keep a format standard
Keep a unique format along your diagrams and focus on a clean and friendly look and feel. Using
different font sizes, colors, boxes sizes or overlapping labels might make the diagrams reading a
challenge.
2. Use the BPMN standard

The BPMN standard defines the standards used to diagram business processes. However, following the
BPMN guidelines is completely in your hands. Make sure your models comply with the standard to
ensure its correct understanding.
Once the process logic has been defined, validate your diagrams making sure you properly use the
different BPMN elements. The following aspect should be checked for each BPMN element:
What to check in Pools

· Diagram processes completely within a Pool. Never diagram flows across Pool boundaries.

· Define as many pools as processes. There must be always at least one Pool.
What to check in Lanes

· Create a lane only if at least one task or intermediate event is performed in it.
· Do not create lanes to represent the area or entity that carries out automatic tasks or gateways.

· Do not diagram tasks, gateways or events at the middle of two lanes.
What to check in Activities

· Do not diagram multiple instances of the same task to represent multiple performers. Just diagram
one task in one area. Define the multiple performers as Allocation Conditions in the documentation.
· Do not branch flows using tasks. Always use gateways to do so.

What to check in Gateways
· Do not use gateways to join and split at the same time.
· Balance gateways. Splits must be joined equivalently.
· Always use the same type of Gateway used as for splitting to join the flow.

What to check in Events
· Always use start and end events.
· Use terminate events only when this is strictly necessary. They are used to model situations where
several alternative paths are enabled and the entire process have to be finished when one of them is
completed.
What to check in Connectors

· Use sequence flows to connect all the activities, events and gateways. Never use message flow to
connect activities within the same pool or leave shapes unconnected.
· Never use sequence flows to connect elements of different pools. Use message flows to represent
information exchanging between processes.

What to check in Milestones
· Always identify and define phases; these represents a period of time goal or transition in the
process.
· Avoid come back or looping back across a milestone.
3. Use strict labeling

Correct labeling of the different elements of the diagrams is fundamental for an easy and correct
understanding of processes. Here are some recommendations to help you do so:
Labeling Processes
Processes labels should clearly describe their main purpose. Ensure that you do not use short names
or abbreviations.
Labeling Activities

Give activities a label composed of one verb, and one object. This way readers can clearly understand
the objective of a task. Also, ensure that you do not use short names or abbreviations.
Labeling Events
Do not label start and end events when only one instance of them is used. It is very common to label
them as "Process start" and "Process end" but this is redundant and not necessary.
· Use labeling when multiple start and end events are used. Label them according to what they
represent using a noun. Do not repeat names.
Labeling Milestones
Milestones should be labeled with a noun making reference to a period of time (summer, maturity) or
what happens in a period of time (creation,approval, delivery).

Labeling Gateways
Divergence gateways should have a clear name indicating the decision or condition evaluated when it
applies. Use a name composed of one verb, one object, and a question mark to identify what is being
evaluated. You can even use questions to clarify the decision involved.
· If names do not apply for any gateway use abbreviations or numbers to differentiate them.
· Name transitions indicating the condition related

4. Simplify diagrams
Large diagrams do not allow giving an end-to-end perspective to readers. They are difficult to read
and clearly communicate the purpose of the process.
Defining the correct scope of tasks and level of detail of processes is key to reduce the overage of
information. The following tips will help:
Reduce the number of redundant tasks

The level of detail in a process is sometimes a true challenge. In many cases you may face difficulties to
define the scope of a single task. Take into account that:
· When diagramming it is useful to imagine that you are a final user. If a set of consecutive activities
can be performed by the same person, at the same time then these activities could be integrated into
a single activity.
· A set of consecutive activities in the same lane may indicate missing participant details, too much
detail, or a misalignment in scope. Review these patterns to identify opportunities for activity
integration.
Group activities
Use sub-processes to group activities with the same purpose. You can expand the sub-processes later
to expose details of lower levels of hierarchy. A process will contain multiple pages, but internally the
integrity of a single model is maintained.
Use embedded sub-processes when:

· A set of consecutive activities has an owner different from the main process owner (e.g a Purchase
request process is performed by the Purchasing area and the Accounts payable process is performed
by the Financial area).

· A set of consecutive activities has an different goal from the main process one (e.g a Credit request is
focused on managing all the activities to approve a credit request and the Verify applicant information
is focused on checking if the applicant is in the black list as well as the information submitted).
Use reusable sub-processes when:

· The sub-process needs to be invoked from different processes (e.g a Verify applicant information
sub-process can be invoked from a credit request process or from a Insurance request process).
Apply process patterns

Do not reinvent the wheel. BPMN experts have worked on defining modeling patterns to different
business situations. Use them to model the required business conditions while simplifying your
diagrams.
For further information about modeling patterns please check the BPMN Workflow patterns document
Document minor details

Leave details to documentation. Do not include all the information on diagrams. Additional information
should be documented as shape properties not as objects or text in the diagram.

Can I work on diagrams that were not designed in Bizagi Modeler?
Yes. Bizagi Modeler allows you to import diagrams from Microsoft Office Visio or XPDL format files.
Importing existing models will enhance agility and allow for continuous process improvement efforts.
For more information please refer to Exporting to XPDL or Exporting to Visio
Can I import and export extended attributes using XPDL language?

Yes, it is possible to import and export the extended attributes using XPDL.
Keep in mind that you can import/export paired-up attributes (i.e., name, value). Hence, tables are not
imported or exported.
It is not possible to import or export milestones, artifacts (include data objects) and embedded files as
these elements are not defined by XPDL language.
In addition, presentation actions are not exported because they are an unique feature of Bizagi
Modeler.
My model includes several Sub-processes. How can I import all the diagrams in
a new model?
It is possible to import as many diagrams as you want. However, if you are importing the diagrams
from XPDL format you must import them one by one (XDPL files only save information about one
process).
If any Process includes a reusable Sub-process, you must include both diagrams and create the
relationship between them. However, if the Sub-process is embedded, the parent process will
automatically import it.

If you use Visio, all Processes and Sub-processes, within a Visio file, are imported to Bizagi in a single
step.
How can I diagram the communication between processes?

In BPMN the communication between Processes is defined as a sequence of activities that represents
message exchange.
These messages flows are represented by a dotted arrow called Message flow connector. As the
connections are made between pools, it is incorrect to connect a message flow to an activity within a
process.
A Pool has many connection points, you can locate the points by dragging the start or end connection
along the border. Whenever a connection is available it will highlight to a green point.
How can I diagram a large process?

The maximum space to model processes with Bizagi Modeler is calculated as follows:
· Width by Height must not be over 36.000 pixels.
· The maximum width size is 10.000 pixels.
If your diagram is bigger than this allocated size, we recommend dividing the diagram into sub-
processes. This allows for a large and complex model to be more readable and easily understood.
Can I remove or change the Bizagi logo from my diagrams?

Due to popular demand from the Bizagi user community, we now offer the option to replace the Bizagi
logo with your own company logo.

For more information please refer to Company Logo
How should I manage fonts in my documentation?

Since the 2.4 release, Bizagi supports rich-text formatting in Descriptions and any extended attributes
information contained in Text boxes or Text areas.
We recommend to keep in mind the following considerations on how Bizagi uses formatting options for
both the application and documentation:
1. Bizagi Modeler in its application, uses Segoe UI with size 8 as the default font.
Even though you may change font, font size and font style for information where rich-text formatting is
available (text in description, Text box and Text area extended attributes), you may not change this for
other information such as the one in Name, Start quantity, etc.
2. There is no option to customize the font used for the actual labels and captions such as "Name",
"Description", "Performers".
3. You may change the default font and font size for the visual labels in BPMN elements (when
modeling the Process). This is a whole different setting which is configured in the general options of the
application.
When changing this setting, it will apply for brand new elements from that moment on. It does not
currently provide an option to apply the change for existing elements, due to the fact that this would
most likely not adjust to the position of elements already modeled.
Keep in mind that the default font setting is stored per User (it will apply for the given user's work in a
particular installation), and therefore you may want to review that existing models continue to work with
the previous font and font size.
4. When launching the Presentation mode, the same default setting applies in labels and captions
(Segoe UI size 8). This will be off course overridden by any other explicit format entered for the text
inside descriptions and Text box or Text area extended attributes. A similar concept applies when
publishing to Web, MediaWiki or PDF.
5. When publishing to Word, you may use a custom template of your choice. If you do, this template
will contain implicitly the font and styles to be used for the Word output. Yet again, this applies for
information other than that contained inside descriptions, and text or text area extended attributes
(given that the text with defined rich-text format will override it).
How can I include special characters to support my language?

You can include special characters or alter the descriptive text using the ALT keys directly in the Name
Attribute (or other Attributes) on the Basic tab of the Element properties add-on window.

How can I disable the message that shows up when changing element types?
When you change an element type, any extended attributes information entered will be lost if it hasn't
been shared.
That is why Bizagi Modeler warns you before changing types.
You can turn on or off this warning by marking either the Don't show this message again checkbox or
Warn element type changes checkbox (located at the application general Options).
Please click for further information about sharing extended attributes

Can I use the Modeler with several people to work simultaneously on the same
diagram?
Yes. The Team Collaboration functionality allows teams to collaborate by working simultaneously on a
model during the process design phase. This achieves greater participation of team members and
helps ensure the best quality in process definition.
For more information please refer to Team Collaboration
How can I share my process diagrams and documentation with colleagues?

You can share your models in different ways depending on your needs:
1. Share you models among team members and work together simultaneously during the process
design phase with the Team Collaboration feature.
For more information please refer to Team Collaboration

2. You can generate and publish your completed process documentation to Word, PDF, SharePoint,
Web and MediaWiki.
For more information please refer to Generating Documentation
3. You can share processes and export to either Visio or XPDL. Your business process can also be
exported as images to PNG, bpm, SVG or JPG format files.
For more information please refer to Publish or Export
4. Display the process in presentation mode with a full read-only screen view. For more information
please refer to Presentation Mode.
How can I present my processes in a business meeting?

Bizagi allows you to display your models in Presentation Mode where a full display view, read-only
mode, is used (similar to the Full screen view in Microsoft products).
In Presentation Mode you can access the main features of your processes and the documentation you
have included. Additionally, you can define Presentation Actions to allow for a more interactive and
understandable presentation.
For more information please refer to Presentation Mode
Why is my sub-processes' information not being included when I publish?

By default sub-processes are created as embedded. When you publish your documentation, embedded
sub-processes are shown as tasks belonging to the parent process.
Therefore to include your sub-processes to you published documentation you would need to go into
the second configuration window in the Publish wizard, where you can include each BPMN element per
process.
In the following image, we illustrate how you can include the sub-process and its BPMN elements.

Why can't I use pools, lanes and milestones in a Sub-process?
Embedded Sub-processes are an Inline block, that group process elements used in a certain point in
the process within a Sub-process. According to BPMN, a Sub-process should not have pools or lanes
as they are dependent on the parent process and subsequently have visibility to the parent's global
data.
In order to make use of pools, lanes and milestones diagram elements in a Sub-process, change your
default Sub-process to a reusable Sub-process. Reusable Sub-processes allow all of these elements.
Note, in BPMN reusable sub-processes are called "Call Activities".
For more information please refer to Converting to reusable sub-process
Why can't I see all the figures in the palette?

The Palette includes two views: a Core view that displays basic BPMN element; and an Extended view
that displays the complete element list.

Note, the Extended Palette has a drop-down arrow next to each item.

Why is the Modeler included in the BPM Suite different from Bizagi Modeler?
Bizagi offers two complementary products: Bizagi Modeler and Bizagi BPM Suite.
Each one has a specific objective. Bizagi Modeler is used to diagram and document processes, and the
BPM Suite is focused on taking the next step in automating/executing the models.
Bizagi Modeler's purpose is oriented towards complete documentation of models in a .bpm file.
Whereas the BPM Suite will present ways to achieve effective implementation, through an assisted
process wizard, with the minimum amount of programming.
Why do I get an activation message of ActiveX every time I export my models

to web?
Internet Explorer validates the execution of ActiveX for security purposes. However you can enable
ActiveX to run the active content in the files, both for a model published in a local intranet location or
on your local computer.
To adjust Internet Explorer's security settings for ActiveX control behavior, follow the next steps:
1. Select Internet Options on the Tools tab of your browser.

2. Select the Advanced tab. In the Security options, select the option Allow active content to run in files
on My Computer.

3. Click the Custom level button. Check the Enable radio buttons for all Active X control and plug-ins in
Settings.
If the site is on your local intranet or from a trusted source you can make this change permanently.
Internet Explorer includes five predefined zones: Internet, Local Intranet, Trusted Sites, Restricted Sites,
and My Computer. You can set the security options that you want for each zone, and then add or
remove Web sites from the zones, depending on your level of trust in a Web site.

I get the error Exception from HRESULT: 0x80010001 (RPC_E_CALL_REJECTED)
when exporting to Word
If you are getting this error when exporting to Word, we recommend to check the following:
1. Check if your current Word installation has any issues by going to your control panel and repairing
the installation.
2. Review if Word has add-ins, which may be affecting word instances being opened by a remote call.
This means that you can check in your Word options, in the Add-ins tab, if unmarking your COM add-
ins solves this problem.

Why can't I open my .bpm models shared in SharePoint directly with Bizagi
Modeler?
To avoid this situation you need to create a MIME type for the .bpm file extension in the SharePoint IIS
Manager.
1. Log into your server through Remote Desktop Connection

2. Click Start, Programs, Administrative Tools, and select Internet Information Services (IIS) Manager
3. Under the IIS header, there is an icon MIME Types. Double-click the MIME Types icon to open the
feature

After publishing the web output to SharePoint 2010, the default page will not
open. What can I do?
When you publish a web output to SharePoint, sometimes the default file will not open the web
browser, but instead it prompts to choose a program.
If this is your case there is a configuration error. We suggest following this guided article for your
SharePoint 2010 web application settings:
http://www.myriadtech.com.au/blog/James/Lists/Posts/Post.aspx?ID=49.
For further information on how to configure SharePoint 2010 settings please review Microsoft's articles,
such as:
http://technet.microsoft.com/en-us/library/cc262107.aspx
Why can't I publish to my MediaWiki?

1. Ensure you have MediaWiki installed in the server where you are publishing,
2. Please review the supported MediaWiki and PHP combinations
3. Check the upload directory has permission set for creating and editing pages.
4. The LocalSettings.php contains the configuration settings of your wiki. Assign permission to
LocalSettings.php as follows:
$wgGroupPermissions['user']['upload'] = true;

I get the message Error loading the model because it is being used when trying
to open a Bizagi Collaboration Model file
When a diagram is created and saved as a Bizagi Collaboration Model on premise, Bizagi Modeler
creates a .bpmc file, along with a folder with the same name.
For example, myprocess.bpmc has the folder myprocess. When moving or copying the file, it is necessary
to move also the folder.
In order to fix this error, move the folder from the original location to the new desired path.

Part XII
Process Xchange
Process Xchange
The following process templates are common processes used in many companies. Feel free to
customize them to your particular needs.
Access Accounts Payable

Management Incorrect payments hit
your bottom line hard.
ITIL based
Gain better control
This process
and accuracy over the
application helps
complete invoice
control user
receipt process with
privileges based on
the Bizagi Accounts
the roles &
Payable process
responsibilities of
application.
individual users in-
Click here to download
line with the
this process template
principles of ITIL.
Click here to
download this
process template
Change Claims and

Management Complaints
ITIL based Claims, Complaints
Introduce, manage, and Suggestions
evaluate and analyze getting out of hand?
the impact of your This process app gives
technological you total clarity to
changes with identify, resolve and
Bizagi's ITIL-based improve all company
Change interactions.
Management Click here to download
process application. this process template
Click here to
download this
process template

Contract Emergency Room
Management Is a simplified version
Is a first hand of an Emergency
approach of how a room, where a patient
complex and arrives with a particular
extensive contract condition and the
management people involved in the
process can be case will work to make
simplified, relying on the patient feel better.
the powerful Bizagi Click here to download
context-aware this process template
capabilities and its
unstructured
process
management.
Click here to
download this
process template
Help Desk Non Conformity

The Bizagi Help Management
Desk app embeds a
ISO 9000
formal yet flexible
Easily spot, manage
flow enabling all
and correct those
your internal IT
anomalies that, when
request cases to be
left untreated, threaten
effectively qualified,
your budget, customer
managed and
base and industry
solved.
credentials.
Click here to
Click here to download
download this
this process template
process template

Offboarding Onboarding
Ensure your Put an end to first day
offboarding process frustrations with the
is as tight as your Bizagi Onboarding
onboarding one. process app - a simple
Get complete workflow to ensure
control over all the new employees have
necessary tasks to what they need from
ensure a satisfactory day one.
experience for both Click here to download
HR and employee. this process template
Click here to
download this
process template
Opportunity Personal Loans

Management Request
Convert more Streamline the
business leads into complete credit
closed deals. request cycle of your
Analyze your sales most complex financial
performance. products, from
Improve your approval and
service levels. All evaluation right
made simpler with through to final
Bizagi. delivery.
Click here to Click here to download
download this this process template
process template
Purchase Recruitment and

Request Selection
The purchase life Struggling to assess
cycle made easy. applicants'
Automate every information? Interviews
stage and enjoy proving difficult to
better buying power schedule? Streamline
within your supply your selection process
chain. with Bizagi's
Click here to Recruitment app.
download this Click here to download
process template this process template

Travel Request Vacations
and Expenses Request
Report Easily submit leave.
A simple yet Gain control &
effective process visibility. Reduce
app to provide tight manual updates across
control over travel your company. This
and expenses app does it all, in line
requests, complete with your company
with reports. handbook and
Click here to approval procedures.
download this Click here to download
process template this process template
Vehicle
Insurance
Policy
Underwriting
This process app
provides
underwriters with
control and visibility
of the vehicles
required to insure,
reducing paperwork
and unnecessary
duplication.
Click here to
download this
process template
Download the process used in the Webinar "Creating a process documentation portal with Bizagi"
This is the example file for you to use as a reference to model your processes and create your own
documentation portal.
"Criando um portal de documentação com o Bizagi"

Arquivo de exemplo utilizado no Webinar: Criando um portal de documentação com o Bizagi

Part XIII
Disclaimer
Disclaimer
Bizagi User Guide is owned by Bizagi ltd. Any reproduction, sale or distribution from Bizagi user guide
is strictly prohibited, unless Bizagi consents in writing. While Bizagi has used reasonable efforts to
ensure the accuracy of the documentation, it is provided “as is”, without warranty of any kind, express
or implied, including but not limited to the warranties of merchantability, fitness for a purpose and non-
infringement. In no event, shall Bizagi be liable for any claim, damages or other liability related to the
accuracy, completeness, or usefulness of any information or for damages resulting from the
procedures provided in the documentation.
Access, use or review of Bizagi user guide ad related documentation by a competitor of Bizagi is
prohibited.

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Bizagi Modeler

Part I Welcome to Bizagi Modeler 8

Standards support ................................................................................................................................... 10

Training and support................................................................................................................................... 12

Part II Getting Started 15

Install Bizagi Modeler................................................................................................................................... 17

Register to join the community

Saving Models ................................................................................................................................... 35

User Interface explained

Copyright © 2002-2016 Bizagi. All rights reserved. 2

Part III Modeling a Process 80

Creating a process ................................................................................................................................... 81

Video example: Creating a process

Editing a process ................................................................................................................................... 88

Organizing your model

Improving look and feel

Colors, sizes and shading

Printing large diagrams

Part IV Documenting a process 146

Documenting each element

Spelling review .......................................................................................................................................................... 155

Defining Gateway conditions

Defining Resources ................................................................................................................................... 159

Video example: Documenting your process

Copyright © 2002-2016 Bizagi. All rights reserved. 3

Company logo ................................................................................................................................... 185

Part V Generating Documentation 188

Publish or Export ................................................................................................................................... 189

Publish in Word ................................................................................................................................... 190

Publish in PDF ................................................................................................................................... 201

Publish in Excel ................................................................................................................................... 208

Publish to Web ................................................................................................................................... 217

Publish from the command prompt

Publish to Wiki ................................................................................................................................... 239

Exporting to XPDL ................................................................................................................................... 260

Exporting diagrams ...................................................................................................................................

Exporting to Visio ................................................................................................................................... 264

Exporting to BPMN ................................................................................................................................... 267

Part VI Modeler Collaboration Services - MCS 294

Cloud basics ................................................................................................................................... 297

Copyright © 2002-2016 Bizagi. All rights reserved. 4

Uploading or saving models to Cloud

Editing Cloud Models .......................................................................................................................................................... 366

Bizagi Cloud website................................................................................................................................... 382

Sharing and collaborating

Process compliance ...................................................................................................................................

User Management ................................................................................................................................... 441

Advanced Search ................................................................................................................................... 448

Offline Cloud Collaboration

Attachments in the Cloud

Part VII Importing diagrams 464

Import diagram from Visio

Import diagram from XPDL

Import diagram from BPMN

Part VIII Simulation 476

Copyright © 2002-2016 Bizagi. All rights reserved. 5

Simulation in Bizagi ................................................................................................................................... 477

What If analysis ................................................................................................................................... 544

What if analysis example .......................................................................................................................................................... 546

Part IX Process Execution 552