SAP Signavio Process Manager User Guide 15.6 Our guides available at documentation.signavio.com contain video examples, these examples are not included in the PDF versions. For more information, please contact the SAP Signavio doc- umentation team. Version 15.6 2 Contents 0.1 Welcome to the SAP Signavio Process Manager user guide 9 0.2 Signing up 9 0.2.1 Create your Business Transformation Suite account 10 0.2.2 Supported browsers 10 0.3 Log in to the Business Transformation Suite 11 0.3.1 Log in with your account credentials 11 0.3.2 Log in using a shared link 12 0.3.3 Log in to the on-premises solution 12 0.3.4 Next steps 12 0.4 Getting started 12 0.4.1 The explorer 13 0.4.2 The editor 13 0.4.3 QuickModel 13 0.4.4 The dictionary 13 0.4.5 SAP Signavio Process Collaboration Hub 13 0.4.6 The Diagram and Revision Comparison Tool 14 0.4.7 BPMN and DMN Simulation 14 0.4.8 Support 14 0.4.9 Next steps 14 0.4.10 What kind of SAP Signavio user am I 14 0.4.11 Explorer overview 16 0.4.12 The Explorer view 17 0.4.13 The Explorer menu 20 0.4.14 Personal profile settings 23 0.4.15 Working with folders and diagrams 26 0.4.16 Viewing diagram details 33 0.4.17 Today's top tips 34 0.4.18 The BPM Academic Initiative 35 0.4.19 Frequently asked questions 36 0.5 Modeling 37 0.5.1 Create a diagram 38 Version 15.6 3 0.5.2 Open and save diagrams 40 0.5.3 Editor toolbar and keyboard shortcuts 41 0.5.4 Add and connect elements 45 0.5.5 Move and change elements 48 0.5.6 Format diagrams 52 0.5.7 Work with modeling conventions 54 0.5.8 The dictionary 56 0.5.9 Process hierarchies 80 0.5.10 Create subprocesses 80 0.5.11 Add Live Insights 83 0.5.12 Link to files in diagrams 86 0.5.13 Display overlays 87 0.5.14 Comparing revisions 88 0.5.15 Custom graphics 92 0.6 Modeling notations 100 0.6.1 What is BPMN? 101 0.6.2 Customer journey maps 148 0.6.3 Decision Model and Notation (DMN) 157 Abs 192 Count 193 Round 193 Ceiling 193 Floor 193 Integer 193 Modulo 193 Percent 193 Power 193 Product 193 RoundDown 194 RoundUp 194 Sum 194 Day 194 DayAdd 194 DayDiff 194 Date 194 DateTime 194 Hour 195 HourDiff 195 Version 15.6 4 Minute 195 MinutesDiff 195 Month 195 MonthAdd 195 MonthDiff 195 Now 195 Today 196 Weekday 196 Year 196 YearAdd 196 YearDiff 196 Append 196 AppendAll 196 Zip 196 NotContainsAny 197 ContainsOnly 197 AreElementsOf 197 Remove 197 RemoveAll 197 Avg 198 Max 198 Median 198 Min 198 Mode 198 Concat 198 IsAlpha 198 IsAlphanumeric 198 IsNumeric 199 IsSpaces 199 Len 199 Lower 199 Trim 199 Upper 199 Number 199 Number 199 Mid 200 Left 200 Right 200 Text 200 TextOccurrences 200 Contains 200 StartsWith 200 EndsWith 201 Not 201 0.6.4 Value chains 226 Version 15.6 5 0.6.5 ArchiMate 229 0.6.6 Case Management Model and Notation (CMMN) 232 0.6.7 Further notations 244 0.7 Modeling with QuickModel 246 0.7.1 Open QuickModel 246 0.7.2 Next steps 247 0.7.3 Capturing processes with QuickModel 247 0.7.4 Completing diagram data with QuickModel 254 0.7.5 Connecting dictionary entries to activities in QuickModel 258 0.7.6 Tutorial: Modeling for beginners with QuickModel 259 0.8 Simulating BPMN diagrams 263 0.8.1 Open the BPMN simulator 265 0.8.2 Step-by-step simulation 266 0.8.3 One-case simulation 267 0.8.4 Multiple-case simulation 270 0.8.5 Managing simulation scenarios 273 0.8.6 Exporting simulation results 279 0.8.7 BPMN simulation - result metrics 285 0.8.8 Troubleshooting issues with the BPMN simulation feature 287 0.9 Search 288 0.9.1 Full text search 288 0.9.2 Advanced Search 289 0.9.3 Smart Folders 290 0.9.4 Search results 291 0.9.5 Return to the default explorer view 291 0.10 Collaboration 292 0.10.1 Inviting modelers to edit a diagram 292 0.10.2 Inviting stakeholders to comment on a diagram 294 0.10.3 Comments 300 0.10.4 Granting read-only access to diagrams 304 0.10.5 Publishing diagrams in SAP Signavio Process Collaboration Hub 305 0.10.6 Inviting users to access a diagram in SAP Signavio Process Col- laboration Hub 309 Version 15.6 6 0.10.7 Organizing diagrams 310 0.10.8 The notification and activity feed 311 0.10.9 Translating diagrams 315 0.10.10 Executing processes in SAP Signavio Process Governance 323 0.10.11 Working with approval workflows 323 0.11 Creating reports 329 0.11.1 Process documentation and templates 330 0.11.2 Analysis 331 0.11.3 Process model metric and process characteristics 331 0.11.4 User and group assignment 331 0.11.5 Governance report 332 0.11.6 Generating process documentation reports 332 0.11.7 Generating responsibility handovers matrices 338 0.11.8 Generating IT system usage matrices 342 0.11.9 Generating job profile reports 345 0.11.10 Generating risks management reports 346 0.11.11 Generating modeling convention reports 348 0.11.12 Generating document usage matrices 350 0.11.13 Generating process characteristics reports 353 0.11.14 Generating process model metrics 355 0.11.15 Creating quantitative process analysis reports 357 0.11.16 Creating process cost analysis reports 358 0.11.17 Creating resource consumption analysis reports 363 0.11.18 Generating user group reports 367 0.11.19 Viewing governance reports 369 0.12 Exporting 373 0.12.1 Export dictionary entries 373 0.12.2 Export a diagram as PDF 374 0.12.3 Export a diagram as an image 377 0.12.4 Export a diagram as a SAP Signavio archive (SGX) 378 0.12.5 Export a BPMN diagram as XML 379 0.12.6 Export a diagram as XML 380 0.12.7 Export a DMN diagram as XML 380 Version 15.6 7 0.12.8 Exporting DMN diagrams as drools rules 381 0.12.9 Exporting diagrams to Red Hat Decision Manager projects on GitHub 385 0.12.10 Translate content with PO files 389 0.13 Publishing diagrams to external systems 392 0.13.1 Enabling diagram embedding 392 0.13.2 Embed a diagram as an image 395 0.13.3 Embedding diagrams as HTML code 395 0.13.4 Embedding diagrams in MediaWiki 399 0.13.5 Embedding diagrams in Microsoft SharePoint wiki pages 400 0.13.6 Embedding diagrams as a Google gadget 401 0.13.7 Supported blog and content management systems 402 0.14 Workspace administration 402 0.14.1 Administrator profile 402 0.14.2 Add administrators 403 0.14.3 Get started 403 0.14.4 Next steps 403 0.14.5 Prepare the workspace - overview 403 0.14.6 Find the workspace ID 405 0.14.7 Manage users and access rights 406 0.14.8 Configure general software settings 439 0.14.9 Configure language settings for all users 441 0.14.10 Settings for SAP Signavio Journey Modeler 442 0.14.11 Managing approval workflows 443 0.14.12 Manage notations, attributes, and the dictionary 464 Sample chapter 'Introduction' 505 Sample 'Complete overview of the individual diagrams' 505 Sample tables 511 Sample list 511 Sample exported table 511 0.14.13 Importing/exporting diagrams and uploading files 514 0.14.14 Embedding SAP Signavio diagrams in 3rd-party systems 537 0.14.15 Link training content from SAP Enable Now to BPMN processes 540 0.14.16 Integrating SAP Signavio Process Manager with SAP Signavio Process Governance 542 Version 15.6 8 0.14.17 SAP Signavio Process Manager for SAP Solution Manager 7.2 544 0.14.18 System integration scenarios 563 0.14.19 Purchasing additional licenses 567 0.14.20 API access to SAP Signavio Process Manager 567 0.14.21 Business Transformation Suite 569 0.14.22 Configuring Classic SAP Signavio Process Collaboration Hub 571 0.1 Welcome to the SAP Signavio Process Manager user guide If you are new to SAP Signavio, we recommend to read the sections Getting star- ted and What kind of SAP Signavio user am I. If you are already familiar with SAP Signavio Process Manager, navigate the table of content on the left or use the search to find the sections that are most rel- evant to you. For additional information, take a look at: o Featured Videos o Tutorial Videos o The SAP Signavio Blog o White Papers o Customer portal 0.2 Signing up SAP Signavio is a web application. You access your workspace by logging into your account on the SAP Signavio server. Go to http://www.signavio.com and click the Try it button in the upper right corner of the page to register for the software. Alternatively, if you received an invitation email to the SAP Signavio software, you can click the link in the email to get to the page. If you are using the On Premise version of SAP Signavio, get the local URL from your workspace administrator.