Quick Start Guide ARIS Architect

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ARIS ARCHITECT

QUICK START GUIDE

VERSION 10.0 - SERVICE RELEASE 18


MAY 2022
This document applies to ARIS Version 10.0 and to all subsequent releases.
Specifications contained herein are subject to change and these changes will be reported in
subsequent release notes or new editions.
Copyright © 2010 - 2022 Software AG, Darmstadt, Germany and/or Software AG USA Inc.,
Reston, VA, USA, and/or its subsidiaries and/or its affiliates and/or their licensors.
The name Software AG and all Software AG product names are either trademarks or
registered trademarks of Software AG and/or Software AG USA Inc. and/or its subsidiaries
and/or its affiliates and/or their licensors. Other company and product names mentioned
herein may be trademarks of their respective owners.
Detailed information on trademarks and patents owned by Software AG and/or its
subsidiaries is located at https://softwareag.com/licenses.
Use of this software is subject to adherence to Software AG's licensing conditions and terms.
These terms are part of the product documentation, located at
https://softwareag.com/licenses and/or in the root installation directory of the licensed
product(s).
This software may include portions of third-party products. For third-party copyright notices,
license terms, additional rights or restrictions, please refer to "License Texts, Copyright
Notices and Disclaimers of Third Party Products". For certain specific third-party license
restrictions, please refer to section E of the Legal Notices available under "License Terms and
Conditions for Use of Software AG Products / Copyright and Trademark Notices of Software
AG Products". These documents are part of the product documentation, located at
https://softwareag.com/licenses and/or in the root installation directory of the licensed
product(s).
QUICK START GUIDE

Contents
Contents ........................................................................................................................................................... I

1 Before you start ...................................................................................................................................... 1

2 Prerequisites ........................................................................................................................................... 2

3 Prepare ..................................................................................................................................................... 3
3.1 Start ARIS Architect ................................................................................................................. 3
3.2 Create database ........................................................................................................................ 4

4 Create model and specify settings .................................................................................................... 5


4.1 Create a model .......................................................................................................................... 5
4.2 Hide grid ...................................................................................................................................... 8
4.3 Set up default distance ........................................................................................................... 8
4.4 Model ........................................................................................................................................... 9
4.4.1 Create the basic control flow model ........................................................................ 10
4.4.2 Assign work steps to organizational units .............................................................. 13
4.4.3 Insert a missing object ................................................................................................ 16
4.4.4 Create object occurrences .......................................................................................... 17
4.4.5 Assign supporting systems ........................................................................................ 19
4.4.6 Configure Smart Modeling toolbar............................................................................ 21
4.4.7 Rename objects ............................................................................................................ 23
4.4.8 Place attributes ............................................................................................................. 24
4.5 Save model ............................................................................................................................... 27

5 Print model ............................................................................................................................................ 28

6 Close the model.................................................................................................................................... 29

7 Legal information................................................................................................................................. 30
7.1 Documentation scope............................................................................................................ 30
7.2 Support ..................................................................................................................................... 31

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QUICK START GUIDE

1 Before you start


This Quick Start Guide introduces you to the basic functions of ARIS Architect. Using simple
examples, you learn about important workflows for creating models, as well as for evaluating
model content.
After specifying the required settings, you will first create a model of the EPC type and then
evaluate it with a report. Your work with ARIS Architect can be divided into the following
phases:

The Quick Start Guide guides you step by step through the required workflow.
If you have questions about working with ARIS Architect, you can use the online help:
 If you need help on an open dialog, click the Help button of the dialog.
 If you require additional information, click ARIS > Help in the menu bar.
 If you need method help you can press the Ctrl + F1 keys at many points in the program;
the Method help opens. If, for example, you have opened a model of the EPC type and
press Ctrl + F1, the EPC type will be explained. If you have selected an object while
pressing the Ctrl + F1 keys, the Method help for this object is opened instead.
The screen graphics in this manual may differ from your program interface, because different
functions may be provided in ARIS Architect depending on your license.

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QUICK START GUIDE

2 Prerequisites
This description assumes that you have logged in as a user with an ARIS Architect license and
you have the Database administrator function privilege.
To make optimum use of this Quick Start Guide, you should be able to access the standard
filter and user settings from ARIS Architect. In addition, it is assumed that your system
administrator provided you with a link to the download client and that you, as a user, were
created with the necessary privileges in the system. In case of doubt, please contact your
system administrator.

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3 Prepare
In this chapter you will find information about the program start and the preparations you
must make before modeling.

3.1 Start ARIS Architect


This description assumes that the prerequisites for working with ARIS Architect (page 2) are
fulfilled.

Procedure
1. Enter the link for the download client in the address bar of your browser. This link should
have been provided to you by your system administrator.
2. Select ARIS Architect/Designer and click Start. A JAR archive is displayed, which can
be directly opened or saved, depending on the browser you are using. If you have saved
the JAR archive, you can start ARIS Architect directly by double-clicking this file in the
future.
3. When the Connection wizard is opened, click Finish. The Run ARIS dialog opens.
4. Log in with the user ID provided to you.
ARIS Architect opens.

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3.2 Create database


In the following, you will create a database in which you save the data that you generate while
working with the Quick Start Guide.

Procedure
1. Close the New tab tab by clicking on Close. The Explorer tab is activated.

2. Right-click your server and select New > Database.

3. The Create database dialog opens. Enter Business processes as database name and
leave the check box Versionable deactivated.
4. Click OK.
5. Click the arrow in front of of the database. The Login Wizard opens.
6. Retain the Entire method filter and click Finish.
You have created the Business processes database and logged into it.

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4 Create model and specify settings


On the following pages, you will learn how to create your first model and make modeling
settings.

4.1 Create a model


To create the Customer acquisition EPC, proceed as follows.

Procedure
1. Click the arrow in front of the Business processes database in the Navigation bar. The
Main group folder is displayed, in which you store the new model.

2. Right-click Main group and click New > Model.


The Model Wizard opens.

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3. Enter ep in the Model types field to reduce the number of model types displayed.

4. Click EPC in the Model types field.


5. Enter the name Customer acquisition in the Name box.
6. Click Finish. The Customer acquisition model is generated and automatically opens in a
new tab.

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The modeling area, various toolbars and various buttons are now available for creating your
model.

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4.2 Hide grid


Normally, you do not need the grid if you use Guided Modeling and Smart Modeling. Therefore,
switch off the grid.
Guided Modeling provides lines and arrows that inform you about the orientation and distance
of the items from adjacent items when you place or move objects and connections.
Smart Modeling provides automatic modeling features, such as creating a space for new
objects, placing objects, and reconnecting connections.

Procedure

Click Grid.
The grid is hidden.

4.3 Set up default distance


With Smart Modeling, objects are automatically placed in the specified default distance. In
addition, Guided Modeling displays the default distance with a specific cursor ( ) when you
move objects. Smart Modeling and Guided Modeling are enabled by default.

Procedure
1. Click ARIS > Options.
2. On the Selection tab, click Model > Layout.
3. For Minimum object spacing, enter 20 for Horizontally and retain 10 for Vertically.
4. Click OK. The Options dialog is closed.
When you create a model with Smart Modeling, the objects are placed at the set distance.

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4.4 Model
In the following sections, you place objects in your model and edit object attributes.

Your model will look like this after completion:

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4.4.1 Create the basic control flow model


In this section, you create the basic control flow model, which includes the required work
steps in the correct sequence.

Procedure
1. Click the Event symbol in the Symbols bar.

2. Move the mouse pointer to the position where you want to place the event and click
again. The object is placed, and its name is selected for overwriting.

3. Enter a name for the event by overtyping the selection with Launch scheduled and press
Enter.

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4. Click Insert at the bottom under the Launch scheduled event.

5. Click Function. The function is placed in the default distance to the event and the
name is selected for overwriting.
6. Since a function indicates that an activity must be performed, type Find addresses of
potential customers and press Enter.

7. Create the following objects one below the other in the same way:
a. Function: Find contact person
b. Function: Schedule product presentation
c. Event: Product presentation scheduled

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The basic control flow model, which includes the required work steps in the correct sequence,
is completed.

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4.4.2 Assign work steps to organizational units


In this section, you assign the work steps (functions) to the organizational units that are to
execute the functions.

Procedure

1. Click the Find contact person function and then Insert to the right.
2. Click Organizational unit.

There are various connections available to connect the work step (function) and the
organizational unit.

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3. Enter the name Distribution and click carries out.

The organizational unit is placed.

Not only the Find contact person work step, but also the Find addresses of potential
customers work step is performed by the Distribution organizational unit. Therefore,
connect Distribution with Find addresses of potential customers.

4. Click the Distribution organizational unit and then click Insert to the left and hold
down the mouse button.

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5. Move the mouse pointer to the border of the Find addresses of potential customers
function. While you move the mouse pointer, the Guided Modeling line helps you to attach
the connection centrally to the side of the object.

6. Release the mouse button when the connection anchor point is displayed. The
connection selection is displayed.
7. Click carries out.
8. Click in the modeling area to keep the connection.
9. Now assign the function Schedule product presentation in the same way to the
organizational unit Product Management as you assigned Find contact person to
Distribution. The connection carries out is already selected, so click in the modeling
area to finish. Your model now looks as shown.

You have assigned the work steps to organizational units.

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4.4.3 Insert a missing object


As you inserted the object Product Management, you noticed that the handover between
the organizational units is not modeled. Do this now.

Procedure
1. Click the Function symbol in the Symbols bar.
2. Move the mouse pointer over the connection between the functions Find contact
person and Schedule product presentation. The connection is colored green.

3. Click the connection. In one step the object is placed, the connection between the
functions Find contact person and Schedule product presentation is removed, and
connections from the new object to Find contact person and Schedule product
presentation are created.
4. Enter Handover to Product Management and press Enter.
The missing object is inserted.

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4.4.4 Create object occurrences


Of course, the Distribution organizational unit is also responsible for the Handover to
Product Management step. To structure your model clearly, create an occurrence of the
Distribution object beside the function Handover to Product Management. Object
occurrences are copies of object symbols that represent the same object in one or more
models. Each occurrence of the Distribution object you have created represents the object
you have already created in this model. If you change an attribute, for example, the name of
an occurrence, the names of all occurrences of this object change.

Procedure
1. Right-click the Distribution object and hold down the mouse button.
2. Move the mouse pointer beside the Handover to Product Management object. Lines
indicate the distance and orientation of the moving object from the other objects. A
preview frame of the object is displayed in the modeling area.

3. Release the mouse button and select Create occurrence copy here.

The Distribution occurrence copy is placed, selected, and the Insert icons are
displayed.

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4. Click Insert to the left and hold down the mouse button.
5. Move the mouse pointer to the border of the Handover to Product Management
function and release the mouse button when the connection anchor point is displayed.

The connection selection is displayed.


6. Click carries out.
The occurrence copy is created and connected to the work step.

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4.4.5 Assign supporting systems


In this section, you assign the systems that support the work steps.

Procedure

1. Click the Find addresses of potential customers function and then Insert to the
left.
2. Because the application system is not listed in the Smart Modeling toolbar, enter app in
the Find symbols box. The Application object symbols are displayed.

3. Click Application system. The application system is placed.


4. Enter the name Customer Relationship Management. The supporting system is placed.

5. Click the Schedule product presentation function and then Insert to the left.
6. Because the Time planner object is not listed in the Smart Modeling toolbar, enter tim in
the Find symbols box. The Time planner object symbol is displayed.

7. Click Time planner.


8. Enter the name Product road map and click the provides input for connection.

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The supporting systems are assigned. The current model looks like this:

Object symbols that are placed using the Find symbols box of the Smart Modeling toolbar
are automatically added to the Smart Modeling toolbar for the respective object. Therefore,
the object symbols of the application system and the time planner are now available in the
Smart Modeling toolbar for objects of type Function.

You can configure the Smart Modeling toolbar.

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4.4.6 Configure Smart Modeling toolbar


In this section, you customize the Smart Modeling toolbar to your needs. In the following
procedure, you can click any Insert button of any function object, since you do not
change the model but only the number of object symbols that the Smart Modeling toolbar
provides for functions.

Procedure

1. Click a function and click any Insert button.

2. Click Configure > Remove symbols from toolbar.

3. Click the object symbols you want to remove. They are grayed out.

If you want to exclude an already selected object symbol from removal, click the object
symbol again.

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4. Click Done.
The selected object symbols are removed from the Smart Modeling toolbar. If you click the
Insert button of an object of Function type, the following object symbols are now
offered.

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4.4.7 Rename objects


You can change object names directly in the model. If you change a name attribute, all
occurrences of the object (page 17) in the database are renamed accordingly.
In the following, you will change the name of the Distribution organizational unit.

Procedure
1. Select one of the Distribution symbols and click the symbol name again. The name is
selected and can be overwritten.
2. Enter Sales and click in the modeling area.
The name of the organizational unit is now Sales and both occurrences of the object are
displayed with the new name.

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4.4.8 Place attributes


You can display the attributes of objects and connections in your model. Now, you will display
connection types.

Procedure
1. Select the connection between the Sales and Find addresses of potential customers.

2. Click Properties in the Start tab bar. The Properties dialog opens.
3. On the Selection tab, click Format > Attribute placement (connections).

4. Click Add. The Add attributes dialog opens.

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5. Enable the Show specified attributes only check box and double-click Type. The dialog
closes. In the Properties dialog, Type is displayed and the default position is indicated.

6. Click OK. The dialog closes and the attribute is displayed in the model.
7. To enlarge the distance to the connection, drag the attribute to the right and release the
mouse button.

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8. Click the object Customer Relationship Management, press the Ctrl key, and click
Product road map. Release the Ctrl key and drag the selected objects to the left. This
ensures that the model layout is preserved and that there is enough space between the
objects Product road map and Schedule product presentation to place the Type
attribute of the connection provides input for.
9. Place the attributes for the connections between all functions and the organizational
units and supporting systems as you did the first time.
You have completed the model. Your model now looks like this:

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4.5 Save model


To save your work, click Save.
The model is saved.

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5 Print model
You can print your model.

Procedure
1. Click ARIS > Print > Print preview. The Print preview dialog is opened.

2. Enable Portrait and Fit to page.

3. Click Print.
4. Select the printer and click OK.
5. Click Close.
You have printed your model.

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6 Close the model


You have created the model. Now you can close it.

Procedure
1. Click Close on the model tab.

If you have not yet saved the model, an information dialog opens.
2. Click Yes to save and close the model.
The model tab is closed.

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7 Legal information

7.1 Documentation scope


The information provided describes the settings and features as they were at the time of
publishing. Since documentation and software are subject to different production cycles, the
description of settings and features may differ from actual settings and features. Information
about discrepancies is provided in the Release Notes that accompany the product. Please
read the Release Notes and take the information into account when installing, setting up, and
using the product.
If you want to install technical and/or business system functions without using the
consulting services provided by Software AG, you require extensive knowledge of the system
to be installed, its intended purpose, the target systems, and their various dependencies. Due
to the number of platforms and interdependent hardware and software configurations, we
can describe only specific installations. It is not possible to document all settings and
dependencies.
When you combine various technologies, please observe the manufacturers' instructions,
particularly announcements concerning releases on their Internet pages. We cannot
guarantee proper functioning and installation of approved third-party systems and do not
support them. Always follow the instructions provided in the installation manuals of the
relevant manufacturers. If you experience difficulties, please contact the relevant
manufacturer.
If you need help installing third-party systems, contact your local Software AG sales
organization. Please note that this type of manufacturer-specific or customer-specific
customization is not covered by the standard Software AG software maintenance agreement
and can be performed only on special request and agreement.

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7.2 Support
If you have any questions on specific installations that you cannot perform yourself, contact
your local Software AG sales organization
(https://www.softwareag.com/corporate/company/global/offices/default.html). To get
detailed information and support, use our websites.
If you have a valid support contract, you can contact Global Support ARIS at: +800
ARISHELP. If this number is not supported by your telephone provider, please refer to our
Global Support Contact Directory.

ARIS COMMUNITY
Find information, expert articles, issue resolution, videos, and communication with other ARIS
users. If you do not yet have an account, register at ARIS Community.

PRODUCT DOCUMENTATION
You can find the product documentation on our documentation website.
In addition, you can also access the cloud product documentation. Navigate to the desired
product and then, depending on your solution, go to Developer Center, User Center or
Documentation.

PRODUCT TRAINING
You can find helpful product training material on our Learning Portal.

TECH COMMUNITY
You can collaborate with Software AG experts on our Tech Community website. From here
you can, for example:
 Browse through our vast knowledge base.
 Ask questions and find answers in our discussion forums.
 Get the latest Software AG news and announcements.
 Explore our communities.
 Go to our public GitHub and Docker repositories and discover additional Software AG
resources.

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QUICK START GUIDE

PRODUCT SUPPORT
Support for Software AG products is provided to licensed customers via our Empower Portal
(https://empower.softwareag.com/). Many services on this portal require that you have an
account. If you do not yet have one, you can request it. Once you have an account, you can,
for example:
 Download products, updates and fixes.
 Add product feature requests.
 Search the Knowledge Center for technical information and tips.
 Subscribe to early warnings and critical alerts.
 Open and update support incidents.

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