Powerdesigner - BPM Getting Started

Sybase®
PowerDesigner®
Business Process Model
Getting Started
Version 11.0
DC38089-01-1100-01
Last modified: November 2004
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Contents
About This Book ...........................................................................................vii
1 About the BPM Tutorial......................................................1

Domain of analysis.................................................................... 3
What you will do........................................................................ 4
How long it will take ............................................................ 4
What you will learn ............................................................. 5
Setting up your work environment ............................................ 6
2 How to Begin the BPM Tutorial .........................................7

Start PowerDesigner................................................................. 8
Create a BPM ........................................................................... 9
Use the tools in the Palette ..................................................... 10
Open the BPM tutorial............................................................. 17
Define BPM display preferences............................................. 21
Define BPM options ................................................................ 23
Define BPM properties............................................................ 24
Save the BPM tutorial ............................................................. 26
3 How to Design a Process Hierarchy Diagram ................27

Create a root process ............................................................. 28
Create a hierarchy between two processes............................ 30
Create a sub-process ............................................................. 31
Create sibling processes ........................................................ 32
4 How to Design a Business Process Diagram.................35

Decompose a process ............................................................ 37
Display organization unit swimlanes ....................................... 38
Create objects of the composite process diagram ................. 40
Design relations between objects in the
composite process.................................................................. 46
Navigate through business process diagrams........................ 48
BPM Getting Started iii
5 Working with the Composite Process Diagram............. 51
Create a message format ....................................................... 52
Define actions on processes................................................... 54
Define conditions on flows ...................................................... 56
Use a resource ....................................................................... 58
Check the BPM....................................................................... 61
6 Organizing the Display .................................................... 63

Add rounded angles to flows .................................................. 64
Change the color of the set of swimlanes............................... 67
Add free text ........................................................................... 69
Print the model........................................................................ 71
7 Managing a Model Report ............................................... 73

Create a model report using a standard template .................. 74
Focus the report on the composite process
diagram ................................................................................... 77
Customize the report .............................................................. 78
Generate the report ................................................................ 82
8 Automating a Process ..................................................... 85

Generate an executable BPM................................................. 86
Assign partners to the top-level process................................. 88
9 Manipulating Service Description Objects..................... 93

Create service providers......................................................... 95
Create service interfaces ........................................................ 96
Create operations ................................................................... 98
Define Input/Output messages for operations ...................... 100
Create message parts .......................................................... 103
Import a WSDL file ............................................................... 105
10 Implementing Processes............................................... 109

Implement the Record order request process ...................... 111
Implement the Check credit card details process................. 115
Create a data transformation ................................................ 118
Exit PowerDesigner .............................................................. 121
iv PowerDesigner
BPM Glossary .........................................................................................123
Index .........................................................................................127
BPM Getting Started v

vi PowerDesigner
About This Book
Subject This book contains step-by-step lessons to learn how to use the
PowerDesigner Business Process Model modeling environment. It shows you
how to do the following:
♦ Build a Business Process Model (BPM)
♦ Use processes, flows and other modeling objects
♦ Build a process hierarchy diagram
♦ Decompose a process
♦ Organize your model
♦ Create a model report
♦ Generate an executable BPM
♦ Implement executable processes
Audience This book is for anyone who will be designing or building a BPM with
PowerDesigner. It requires an understanding of object modeling. Some
experience with programming languages might also be helpful for advanced
users but not required. For more information, see the Bibliography section at
the end of this chapter.
Documentation The PowerDesigner modeling environment supports several types of models:

primer
♦ Conceptual Data Model (CDM) to model the overall logical structure
of a data application, independent from any software or data storage
structure considerations
♦ Physical Data Model (PDM) to model the overall physical structure of
a database, taking into account DBMS software or data storage structure
considerations
♦ Object Oriented Model (OOM) to model a software system using an
object-oriented approach for Java or other object languages
BPM Getting Started vii

About This Book
♦ Business Process Model (BPM) to model the means by which one or

more processes are accomplished in operating business practices
♦ XML Model (XSM) to model the structure of an XML file using a DTD
or an XML schema
♦ Requirements Model (RQM) to list and document the customer needs
that must be satisfied during a development process
♦ Information Liquidity Model (ILM) to model the replication of
information from a source database to one or several remote databases
using replication engines
♦ Free Model (FEM) to create any kind of chart diagram, in a context-
free environment
This book only explains how to learn the basics of the BPM. For information
on other models or aspects of PowerDesigner, consult the following books:
General Features Guide To get familiar with the PowerDesigner

interface before learning how to use any of the models.
Conceptual Data Model Getting Started To learn the basics of the

CDM.
Conceptual Data Model User’s Guide To work with the CDM.
Physical Data Model Getting Started To learn the basics of the PDM.
Physical Data Model User’s Guide To work with the PDM.
Object Oriented Model Getting Started To learn the basics of the

OOM.
Object Oriented Model User's Guide To work with the OOM.
Business Process Model User’s Guide To work with the BPM.

XML Model User's Guide To work with the XSM.
Requirements Model User’s Guide To work with the RQM.
Information Liquidity Model User’s Guide To work with the ILM.
Reports User’s Guide To create reports for any or all models.
Repository Getting Started To learn the basics of the Repository.
Repository User’s Guide To work in a multi-user environment using a

central repository.
viii PowerDesigner
About This Book
Typographic PowerDesigner documentation uses specific typefaces to help you readily

conventions identify specific items:
♦ monospace text (normal and bold)
Used for: Code samples, commands, compiled functions and files,
references to variables.
Example: declare user_defined…, the
BeforeInsertTrigger template.
♦ UPPER CASE
Object codes, reversed objects, file names + extension.
Example: The AUTHOR table appears in the Browser. Open the file
OOMAFTER.OOM.
♦ bold text
Any new term.
Example: A shortcut has a target object.
♦ SMALL CAPS
Any key name.
Example: Press the ENTER key.
♦ bold italic
Tabs, buttons, commands.
Example: Click the Selection tab. Select File→Open.
♦ Select File→Open
Command from the menu bar.
♦ For more information
Used to help you get more information on a topic. You are free to go and
read additional information or simply skip these information and carry
on with your reading.
Bibliography The Workflow reference Model - http://www.wfmc.org.

Business Process Model Language Specification - http://www.bpmi.org/.
Document: Business Process Specification Schema - http://www.ebxml.org/.
Alan Kotok, David R. Webber, David RR Webber - ebXML: The New
Global Standard for Doing Business on the Internet - New Riders Publishing,
2001.
BPM Getting Started ix

About This Book
x PowerDesigner
C H A P T E R 1
About the BPM Tutorial
This tutorial is a series of lessons in which you learn how to use

PowerDesigner to build a Business Process Model (BPM) and generate an
executable BPM in order to implement processes.
In this tutorial, you complete the BPM delivered in the tutorial file. This
model is based on a real-life example of an information system. It provides a
context for the exercises. As you build onto this model, you learn how to
create all the basic elements of a BPM. You can then apply your knowledge
to creating a BPM to suit your needs.
What is a BPM? You use PowerDesigner Business Process Model to build a conceptual BPM
(using the Analysis process language), which provides a close description of
the business logic and rules from a business partner's point of view. It uses a
diagram that shows interactions between processes, flows, messages and
collaboration protocols from one or several start points to several potential
end points.
For more information on how to use an analysis BPM, see chapter
Building an Analysis Business Process Model in the Business Process Model
User's Guide.
You can also use PowerDesigner Business Process Model to build an
executable BPM (using the BPEL4WS process language), which is
particularly suitable for designing the process internal to an organization. It
allows you to implement the work performed on the analysis level.
For more information on how to use an executable BPM, see chapters
Building an Executable BPM: Working with Service Description Objects and
Building an Executable BPM: Managing Data and Choreography in the
Business Process Model User's Guide.
Why build an In an analysis BPM, you can put design issues first because you do not have
analysis BPM? to worry about the details of physical implementation. You deal principally
with processes and their flows. These are easy to understand and to
manipulate.
BPM Getting Started 1

Domain of analysis
You build an analysis BPM to capture real-world processes, whether they are
general or very specific, into a logical representation that can then be studied
and manipulated to support different and better ways to accomplish these
tasks.
An analysis BPM usually arises from a compelling business need or
opportunity. It can be used as an input to determine the specific requirements
of an information system.
For example you build an analysis BPM to:
♦ Understand business processes
♦ Improve business processes
♦ Graphically represent interaction between organizations within a
company
♦ Illustrate the duration of a process cycle
♦ Crosscheck with entities to ensure completion
Why build an An executable BPM allows you to easily integrate your business activities
executable BPM? with those of your partners, disregarding the specific development platform
each party has chosen to use and to focus on business solution.
The executable BPM corresponds to the implementation phase of the
business process modeling. This phase occurs once your BPM is validated,
optimized, and that you know exactly what to do to implement the process.
Each step within the process corresponds to a single business activity that is
implemented as an interaction with a Web service. For each given activity,
you need to check whether you can reuse an existing distributed component
to accomplish it.
♦ If yes, you import the corresponding WSDL in the case of a Web service
♦ If not, you create a component in the OOM then import it in the BPM
2 PowerDesigner
Chapter 1 About the BPM Tutorial
Domain of analysis
Purpose The model you are going to complete reflects a real world system design. It
has been created in order to help you manipulate the BPM tools and objects
in PowerDesigner and to give you a global view of how a process can be
analyzed and implemented with the PowerDesigner Business Process
module.
First you are going to create a BPM using the Analysis process language. An
analysis BPM is used to design the decomposition and choreography of tasks
at a business level and does not include any implementation details.
Then you will generate an executable BPM from the analysis BPM to focus
on the implementation phase of the business process modeling. This phase
occurs once your BPM is validated, optimized, and that you know exactly
what to do to implement the process.
Background The tutorial model describes how a company handles electronic incoming
order requests. This is a new channel of order for the company that results in
overloading, as it continues to process all orders, regardless of their origin, in
the same manner. So the company decides to model the process in order to
analyze it and find out what should be changed.
Process When the company receives an electronic order request, the Sales Dpt
description registers the order in a ledger to keep track and checks the availability of the
item ordered by the customer.
Meanwhile, the order is passed to the Accounts Dpt to check the customer's
credit card details.
If the item is unavailable, the Sales Dpt sends an email to the customer to tell
him that the order cannot be processed. In the same way, if it happens that the
credit card details are unvalid, the Accounts Dpt sends an email to the
customer to tell him that the order cannot be processed.
When these two checks are performed, the Sales Dpt sends an email to the
customer to tell him that the order is acknowledged and can be processed.
The Sales Dpt can then send a request to the Warehousing Dpt for the item to
be delivered. The Warehousing Dpt arranges delivery, dispatches the item
and updates the stock.
You are going to complete the provided model by focusing on the Dispatch
process. Then you are going to generate an executable BPM from the global
analysis BPM that will allow you to retrieve the work performed at the
analysis level and to refine it by specifying the implementation of atomic
processes.

What you will do
What you will do

Chapter 2 You will start PowerDesigner and open the BPM tutorial. You will specify
model preferences, options, and properties then save the model under a new
name.
Chapter 3 You will decompose a process to create a sub-process diagram and show the
various tasks involved in the parent process and how they are related using
flows. You will navigate through business process diagrams.
Chapter 4 You will define actions on processes and conditions on flows. You will
define a message format on a flow and also use some of the global objects of
the parent business process diagram within the sub-process diagram. You will
check the model to ensure that the BPM you have built is methodologically
correct.
Chapter 5 You will use the display options and tools to organize the model. You will
add free text and rounded angles to flows. You will use the alignment tools to
align symbols and straighten flow lines. You will create swimlanes to show
which organization unit is responsible for which process.
Chapter 6 You will create a report for your model using one of the standard templates
that ship with PowerDesigner. You will focus your analysis on the composite
process diagram. You will then customize the report before generating it on a
printed paper and in RTF and HTM files. Then you will save and close the
BPM, after you save your report.
Chapter 7 You will generate an executable BPM from the Analysis BPM. You will
create and assign partners to the generated top-level process and open it.
Chapter 8 You will create service description objects (service providers, service
interfaces and operations). You will define input/output messages for
operations and create message parts. You will also import a WSDL file.
Chapter 9 You will implement processes with operations, create variables and a data
transformation.
How long it will take

You can do this tutorial in one sitting in about 2 hours and 20 mns. You can
also stop after any lesson, save your model, then pick up where you left off at
a later time. Each lesson also gives you an estimated completion time for that
specific lesson.
4 PowerDesigner
Chapter 1 About the BPM Tutorial
What you will learn

You will learn basic business process modeling techniques for modifying and
optimizing a BPM, including:
♦ How to create the basic elements of a BPM: processes and flows that
relate them
♦ How to decompose a process
♦ How to define simple actions on processes
♦ How to create a decision
♦ How to define conditions on flows
♦ How to create a message format
♦ How to use organization units
♦ How to access a resource
♦ How to check a model
♦ How to create a model report
♦ How to generate an executable BPM
♦ How to manipulate service description objects required by executable
processes
♦ How to implement executable processes

Setting up your work environment
Setting up your work environment

Before you begin, make sure that the files you need for the exercises are on
your hard disk. When you install PowerDesigner, these files are installed in
the \Examples\Tutorial sub-directory of you PowerDesigner directory. When
you have finished with this tutorial you can delete them if you want.
Model files The BPM tutorial uses the following files:
File Description
BPMBEFOR.BPM Starting tutorial BPM
BPMAFTER.BPM Starting model for executable BPM tutorial
BPMEXECU.BPM Finished model for executable BPM tutorial
WSDL file The BPM tutorial uses the following WSDL file:
File Role in BPM

BankAccountManagement XML formatted document that can be imported to
_interface.wsdl recover Web service descriptions in a BPEL4WS
BPM
When you finish the executable BPM tutorial, you can compare your BPM
with BPMEXECU.BPM file.
6 PowerDesigner
C H A P T E R 2
How to Begin the BPM Tutorial
To begin this tutorial, you have to start PowerDesigner and become familiar
with the software global interface.
You will learn to create a new BPM and use the tool palette.
You will open the tutorial model to define its display preferences, model
options and model properties. Then, you will save it under a different name
so that you can go back and use the original model again, if you want to
repeat the exercises.
What you will do In this lesson you will:
♦ Start PowerDesigner
♦ Create a new BPM
♦ Use the tools in the tool palette
♦ Open the BPM tutorial
♦ Define BPM preferences and options
♦ Define BPM properties
♦ Save the BPM tutorial
How long will it take?

About 20 minutes.

Start PowerDesigner
Start PowerDesigner
♦ Click the PowerDesigner program icon.
The PowerDesigner main window appears. It contains the Browser tree
view docked to the left, and the Output window docked to the bottom.
The Browser tree view shows the contents of the workspace. You can
use the Browser to organize the objects in each of your models.
The diagram window displays object symbols from the models. You
can use the tool Palette to create objects (See section Use the tools in
the Palette).
A workspace defines the entire set of information you need to perform a
modeling task with PowerDesigner. Workspace is the default node in the
Browser tree view.
The Output window shows the progression of any process that you run
from PowerDesigner. For example, the process of importing a PAM into
your business process model appears in this window.
8 PowerDesigner
Chapter 2 How to Begin the BPM Tutorial
Create a BPM
1 Select File→New from the menu bar.
The New dialog box appears. It lists the types of models that you can
create in PowerDesigner.
2 Select Business Process Model in the Model type list.
3 Select the New Model radio button in the upper right part of the dialog
box.
4 Select Analysis in the Process Language dropdown listbox.
5 Select the Share radio button.
6 Select Business Process Diagram in the First diagram dropdown listbox.
Note: The tool Palette changes with the type of diagram.
7 Click OK.
A BPM model window appears. It contains an empty diagram window
with a specific palette depending on the type of diagram. The Browser
tree view and the Output window are respectively docked to the left and
bottom of the screen.

Use the tools in the Palette

The palette is a tool bar that can be docked anywhere in the workspace.
In an analysis BPM, the palette changes with the type of diagram (Business
Process Diagram or Process Hierarchy Diagram). The buttons in the palette
present all the major functions needed to build and modify an analysis BPM.
Palette for Business Process Diagram:
Palette for Process Hierarchy Diagram:
The following table indicates the name and description of each tool in the
palette:
Tool Name Description

Pointer Selects symbol
Grabber Selects and move all symbols
Zoom In Increases view scale
10 PowerDesigner

Zoom Out Decreases view scale
Open Package Diagram Displays diagram for selected package
Properties Displays property sheet for selected symbol
Delete Deletes symbol
Package Inserts package symbol
Process Inserts process symbol
Process Inserts process symbol

(Specific to Process Hierarchy Diagram)
Flow/Resource flow Inserts flow or resource flow symbol
Process Decomposition Draws a hierarchical link between two

Link processes
(Specific to Process Hierarchy Diagram)
Start Inserts start symbol
End Inserts end symbol
Decision Inserts decision symbol
Synchronization Inserts synchronization symbol
Resource Inserts resource symbol
Organization unit Inserts organization unit symbol as swimlane

or as icon
Role association Inserts a role association symbol


File Inserts a text file
Note Inserts note symbol
Link/Extended Draws a graphical link between symbols in

Dependency the diagram
Draws a note link between a Note and an
object
Draws an extended dependency between two
objects that support extended dependencies
Title Inserts title symbol
Text Inserts text
Line Draws a line
Arc Draws an arc
Rectangle Draws a rectangle
Ellipse Draws an ellipse
Rounded rectangle Draws a rounded rectangle
Polyline Draws a jagged line
Polygon Draws a polygon
You will learn how to use the tools by creating a few objects in the BPM
using the palette.
1 Click the Start tool in the palette.
The cursor takes the form of a start once you move it into the diagram.
2 Click in the upper part of the diagram.
12 PowerDesigner
A start symbol appears at the click position.

3 Click the End tool in the palette.
4 Click in the lower part of the diagram.
An end symbol appears at the click position.
Displaying the object name

At creation, a start and an end, as any object, has a default name
including a number, this number is assigned in the order of creation.
If you do not see the start nor the end default name, select
Tools→Display Preferences then select Start & End in the Object
View node. The corresponding page appears. Select the Name check
box and click OK.
5 Click the Process tool in the palette.

6 Click between the start symbol and the end symbol in the diagram and
position two process symbols one below the other.
7 Click the right mouse button to release the tool.
Releasing a tool
A tool remains active until you release it. You can release a tool, by
selecting another tool, or by clicking the right mouse button. When
you click the right mouse button, the Pointer tool is activated.
The diagram should look like this:
8 Click the Flow/Resource Flow tool in the palette.

9 Click inside the start symbol and while continuing to hold down the
mouse button, drag the cursor to Process_1. Release the mouse button
inside Process_1.

10 Repeat the previous step twice to draw a flow between Process_1 and
Process_2 and between Process_2 and End_1.
The diagram should now look like this:
11 Click the Pointer tool in the palette.

The Pointer tool is now active.
12 Click the cursor above a corner of the first process and while continuing
to hold down the mouse button, drag the cursor so that you draw a
rectangle around the two processes.
Release the mouse button.
The processes and the flow that relates them are selected. Handles
appear around the selection to show that they are selected.
13 Click one of the selected processes and drag it to a new position.
The other process and the flow move with the selected process.
14 Click the Text tool in the palette.
The Text tool is now active.
15 Click next to the flow between the two processes.
Some text appears in the area indicated by the rectangle.
16 Click the right mouse button.
You release the Text tool.
17 Double-click the text.
A text box appears.
18 Type a short text into the text box.
19 Click OK.
14 PowerDesigner
The text appears in the diagram. Handles appear around the text.
20 Click a handle at the right edge of the text and while continuing to hold
down the mouse button, drag the cursor to the right until all the text
displays on a unique line.
Click the diagram background.
The handles around the text disappear.
21 Click the Pointer tool in the palette.

You will use this tool to select and delete one of the symbols.
22 Click one of the process symbols.
This selects the object you want to delete.
23 Press the DEL key.

The Confirm Deletion message box appears, asking you how you want to
delete the selection.
Deleting objects
If you select Delete object, you erase the graphic symbol and delete
the object from the model. If you select Delete symbols only, you
erase the graphic symbol, but keep the object in the model.
24 Click OK.
The process and associated flows are removed from the diagram and
deleted from the model.
25 Click the remaining process.
Press SHIFT while you click the text added to the flow, End_1 and Start_1.
All these objects are selected.
26 Press the DEL key, and click OK when the deletion message appears.
The remaining objects are erased.
What you learned In this section, you learned how to use some of the tools in the palette. You
can now:
♦ Select a tool
♦ Release the active tool either by selecting another tool or by clicking the
right mouse button
♦ Select a group of objects
♦ Move graphic objects
♦ Create text to document the BPM
♦ Delete objects
16 PowerDesigner
Open the BPM tutorial

To perform the rest of the tutorial, you must open the tutorial file. The
tutorial file is installed in the directory PowerDesigner 11\Examples\Tutorial.
1 Select File→Open.
A file selection window appears.
2 Select or browse to the TUTORIAL directory.
Select the BPMBEFOR.BPM file.
Click OK.
The model appears in the workspace with a process hierarchy diagram
displaying a single composite process named electronic orders.
In the Browser tree view, expand the model item and the Processes
folder, to reveal the electronic orders composite process and its business
process diagram.
3 In the Browser tree view, double-click BusinessProcessDiagram_1,

under the electronic orders item.
The business process diagram of the electronic orders composite process
appears.

4 Press the F8 key to display the whole business process diagram, if

necessary.
Adjust display scale

You can choose the display scale most comfortable for your eyes, by
selecting View→Scale and choosing a scale.
18 PowerDesigner
5 Select Model→Processes to view the list of the processes contained in

the BPM.
Display the column you need

If a list column is not visible, click the Customize Columns and Filter
tool from the toolbar. A selection box appears listing all the columns
displayed in the list. Select the appropriate check box for the column
that is not displayed, then click OK. The column appears in the list.
6 Click Cancel to close the list of processes.

7 Select Model→Flows to view the list of the flows that link the processes
contained in the BPM model.

8 Click Cancel to close the list of flows.
20 PowerDesigner
Define BPM display preferences

Before you begin working, you will define certain display preferences for the
BPM.
For a complete description of all BPM display preferences, see the
1 Select Tools→Display Preferences from the menu bar.
The Display Preferences dialog box opens to the General page.
2 Select the Horizontal radio button in the Organization unit swimlane
groupbox in the lower part of the dialog box.
For each organization unit swimlane, this preference displays the
swimlane horizontally.
3 Select the Flow node, under the Object View node, in the Category tree
view.
The Flow page appears.
4 Verify that the Message format symbol radio button is selected and
deselect all other check boxes and options.
The message format symbol will appear on the flow symbol.
5 Click the Set As Default button.
Set As Default
When you click the Set As Default button, you apply the display
preferences to the current business process diagram in the model, and
to the composite process diagram (or any diagram of the same type)
you will create afterwards.
6 Select the Resource Flow node, under the Object View node, in the
Category tree view.
The Resource Flow page appears.
7 Verify that the Message format symbol option is selected and deselect all
other check boxes and options.
The message format symbol will appear on the resource flow symbol.
9 Select the Start & End node, under the Object View node, in the Category
tree view.

Define BPM display preferences
The Start & End page appears.

10 Verify that the Name check box is selected and deselect all other check
boxes
The name of the start and the name of the end will appear under their
respective symbol.
12 Click the Format node.
The Format page appears.
13 Click the Modify button at the bottom right of the page.
The Symbol Format page appears.
14 Verify that the Auto-adjust to text check box is selected (this is the
default selection).
15 Click OK.
You return to the Format page.
16 Click OK.
You return to the PowerDesigner main window.
22 PowerDesigner
Define BPM options

The model options for your BPM apply to the Message Format object and to
the name and code case sensitivity of model objects. You are going to verify
the Message Format model option. Message Format is a property for both
flows and resource flows that gives information on the type of data
exchanged between objects. Undefined is the default value when you create a
flow, but you can modify it to set it to None, if the flow does not transport
any information.
For a complete description of all BPM options, see the Business
Process Model User's Guide.
1 Select Tools→Model Options from the menu bar.
The Model Options dialog box appears. The Model Settings node is
selected by default in the Category tree view.
2 Verify that the Undefined radio button is selected (this is the default
selection).
For each message format created in the model, information are
transported whose definition will be given later.
3 Select the Naming Convention node.
The Naming Convention page appears.
4 Select the following option:
Group box Selected item

Display Name
Object names are displayed in the object symbols in the BPM diagram.
5 Click OK.

Define BPM properties
Define BPM properties

1 In the Browser tree view, right-click the model icon or name and select
Properties in the contextual menu.
The model property sheet appears.
2 Type Tutorial in the Name box.
This is the name of the BPM. The code Tutorial appears automatically in
the Code box.
3 Click OK.
Name to code mirroring

When you type a name in an object property sheet, you may have to
type a code also because the name to code mirroring mode may not
be selected in the General Options dialog box. To do so, select
Tools→General Options→Dialog.
4 In the Browser tree view, right-click BusinessProcessDiagram_1, under

the electronic orders item, and select Properties in the contextual menu.
The business process diagram property sheet appears.
5 Type Electronic incoming order request in the Name box.
24 PowerDesigner
This is the name of the diagram. The code

ELECTRONIC_INCOMING_ORDER_REQUEST appears automatically in the
Code box:
6 Click OK.

Save the BPM tutorial
Save the BPM tutorial

You will save the BPM tutorial in another file. This leaves the original BPM
tutorial intact so you can use it again if you want to redo the exercises.
1 Select File→Save As.
The Save As dialog box appears.
2 Select a different directory in the Save in box.
3 Type TUTORIAL.BPM in the File name box.
This is the name of the file, in which you will work and save your
modifications.
4 Click Save.
Save your work

Save your work periodically while doing these exercises by selecting
File→Save.
What you learned In this lesson, you learned how to:

♦ Start PowerDesigner
♦ Create a new BPM
♦ Use tools in the palette
♦ Define model preferences
♦ Define model options
♦ Define model and diagram properties
♦ Save the BPM tutorial
26 PowerDesigner
C H A P T E R 3
How to Design a Process Hierarchy

Diagram
The tutorial file, BPMBEFOR.BPM, opens with a process hierarchy diagram

which displays a composite process named electronic orders. A process
hierarchy diagram is the decomposition of top-level business functions into a
hierarchical structure of processes and sub-processes. A composite process,
as opposed to an atomic process, is composed of sub-processes. The
electronic orders process is a composite process with a specific business
process diagram. You will use this diagram in the next lessons of the
tutorial. For the moment, you will focus on the process hierarchy diagram.
You are going to complete the existing process hierarchy diagram by
integrating the electronic orders process into a structure representing the
typology of orders in a company.
♦ Create a root process
♦ Create a hierarchy between two processes
♦ Create a sub-process
♦ Create sibling processes

About 5 minutes.

Create a root process
Create a root process

You are going to create a root process from which you will build a hierarchy
of sub-processes.
1 In the Browser tree view, double-click the process hierarchy diagram.
The process hierarchy diagram displays in the diagram window.
2 In the palette, click the Process tool, then click any empty space in the
diagram.
A process symbol appears in the diagram.
3 Right-click to recover the Pointer.
4 Double-click the process symbol.
The process property sheet appears.
5 Type orders in the Name box.
The code orders appears automatically in the Code box.
6 Click OK.
28 PowerDesigner
Chapter 3 How to Design a Process Hierarchy Diagram
The name appears in the process symbol.

Create a hierarchy between two processes
Create a hierarchy between two processes

You are going to create a hierarchy between two processes (orders and
electronic orders).
1 In the palette, click the Process Decomposition Link tool.
2 Click the orders process symbol and, while continuing to hold down the
mouse button, drag the cursor to the electronic orders process symbol
and release the mouse button.
A decomposition link appears between the orders process (parent
process) and the electronic orders process (sub-process).
30 PowerDesigner
Create a sub-process
You are going to create a sub-process without using the Process
Decomposition Link tool.
1 In the palette, click the Process tool, then place the cursor over the
orders process symbol.
The cursor displays a down arrow indicating that a sub-process will be
created under the orders process.
2 Click the orders process symbol.

A sub-process appears under the orders process, at the same level as the
electronic orders process.
4 Double-click the sub-process symbol to display its property sheet.
5 Type standard orders in the Name box.
6 Click OK.
The name appears in the sub-process symbol.

Create sibling processes

You are going to add siblings to a sub-process.
Note: You cannot add siblings to a root process.
1 In the palette, click the Process tool, then place the cursor over the
standard orders process symbol, until it displays a down arrow.
2 Click the standard orders process symbol.
A sub-process (Process_1) appears under the standard orders process.
3 Place the cursor on the left part of the Process_1 symbol, to display a
left arrow, then click the Process_1 symbol.
A sibling process, Process_2, appears on the left of Process_1.
4 Place the cursor on the right part of the Process_1 symbol, to display a
right arrow, then click the Process_1 symbol.
A sibling process, Process_3, appears on the right of Process_1.
32 PowerDesigner
6 Double-click the Process_1 symbol, to display its property sheet, then

type mail orders in the Name box.
7 Click OK.
The name appears in the Process_1 symbol.
type phone orders in the Name box.
9 Click OK.
type fax orders in the Name box.
11 Click OK.
The process hierarchy diagram is completed.
Name the process 1 In the Browser tree view, right-click the diagram icon or name, and
hierarchy diagram select Rename in the contextual menu.
2 Type Orders hierarchy and press ENTER.
Save your work

Save your work by selecting File→Save.

♦ Create a root process
♦ Create a hierarchy between two processes
♦ Create a sub-process
♦ Create sibling processes

34 PowerDesigner
C H A P T E R 4
How to Design a Business Process

Diagram
In the previous chapter, you learned how to build a process hierarchy

diagram. You are now going to build a business process diagram.
The business process diagram used to illustrate how a company manages an
electronic incoming order request is composed of various processes, flows,
and other objects. These objects describe the tasks involved in that global
process and how they are linked. Some internal processes may sometimes be
further detailed as they imply many other sub-processes.
You are going to decompose the Dispatch item process so that it becomes a
composite process. A default sub-process diagram is automatically created
in the composite process. In that diagram, you will describe the composite
process by creating the objects and their relations directly into the
organization unit swimlanes that are responsible for each of them. Then you
will navigate through process diagrams.
Composite process The Accounting Dpt raises the invoice corresponding to the item ordered. The
description invoice is passed to the Warehousing Dpt where it is packaged with the item,
then the packaged item is prepared for sending.
If it happens that the item is to be delivered inland, the company will use its
delivery service, but if the item is to be delivered overseas, the company will
out-source the transport.
♦ Decompose a process to create a composite process
♦ Display organization unit swimlanes of the parent process into the
composite process
♦ Design the various objects that describe the composite process
♦ Design the relations between these objects
♦ Navigate through business process diagrams

Decompose a process

About 20 minutes.
36 PowerDesigner
Chapter 4 How to Design a Business Process Diagram
Decompose a process
You are going to decompose the Dispatch item process so that it becomes a
composite process.
A composite process is a child process used to describe the actions of a
parent process.
1 Expand the different Processes categories in the Browser to display the
Dispatch item process, right-click this process to select Find in Diagram
from its contextual menu.
The Dispatch item process is selected and centered in the diagram
window.
2 Right-click the Dispatch item process symbol and select Decompose
process from the contextual menu.
The process symbol changes to the following symbol:
3 Press the CTRL key and double-click the Dispatch item process in the
diagram to open the composite diagram.
or
Select Open Diagram from the contextual menu of the composite process
symbol in the diagram.
Ctrl+double-click
You can also directly create a composite process by pressing the CTRL
key and double-click the parent process.
For more information on composite processes, see Defining composite

processes in chapter Building a Business Process Model in the Business

Display organization unit swimlanes
Display organization unit swimlanes

An organization unit is assigned to a process. You can represent it as an icon
or as a swimlane. The icon representation expresses the relationship that
exists between a process and the user of that process, whereas the swimlane
representation allows you to have an organizational view of your processes
and defines which organization unit is responsible for which process. The
swimlane representation is the default behavior for an organization unit.
You are going to display in the composite process diagram the Accounting
Dpt and Warehousing Dpt organization units defined in the parent process
diagram as swimlanes in order to graphically show their roles in that sub-
process diagram.
For more information on organization units, see Defining organization
units in a BPM in chapter Building a Business Process Model in the Business
1 Click the Accounting Dpt organization unit in the Browser and while
continuing to hold down the mouse button, drag it to the diagram
window.
The Accounting Dpt organization unit represented as a swimlane appears
horizontally in the composite process diagram as you defined that
display preference in the previous lesson.
2 Repeat the previous step to display the Warehousing Dpt organization
unit in the composite process diagram.
The Warehousing Dpt organization unit represented as a swimlane
appears horizontally, bordering the Accounting Dpt swimlane to form a
set of swimlanes.
38 PowerDesigner
3 Position the cursor beside the name of the Warehousing Dpt swimlane
symbol until you see an arrow pointing to the frame, then click the left
mouse button to select it.
4 Drag it below the Accounting Dpt swimlane in order for the set of
swimlanes to look as shown below.
5 Select the lower sideline of the Warehousing Dpt swimlane and drag it
downwards to resize the swimlane wide enough, as it will contain most
objects. You can resize swimlanes according to your needs during the
following lessons.
A dotted line materializing the next position of the line appears.

Create objects of the composite process diagram
Create objects of the composite process

diagram
You are going to create the objects that describe the composite process
directly in the swimlanes that are responsible for them. As organization units
are assigned to processes, when you create a process within an organization
unit represented as a swimlane, the process is automatically attached to the
organization unit, whose name appears in the Organization Unit dropdown
listbox of the process property sheet.
1 Click the Start tool in the palette.
2 Click in the upper part of the Accounting Dpt swimlane.
A start symbol appears at the click position. A start is a starting point of
the whole process represented in the business process diagram.
3 Click the End tool in the palette.
4 Click in the lower part of the Warehousing Dpt swimlane.
An end symbol appears at the click position. An end is a termination
point of the processes described in the business process diagram.
6 Double-click the start symbol to open its property sheet and type
Delivery request in the Name box.
40 PowerDesigner
The code Delivery request automatically appears in the Code box.
7 Click OK.
8 Double-click the end symbol to open its property sheet and type Delivery
complete in the Name box.
The code Delivery complete automatically appears in the Code box.

9 Click OK.
Note that the name of these two objects appear in the diagram, as you
selected the Show Name check box in the Start & End page as a default
display preference in the Display Preferences dialog box in the previous
lesson.
11 Click below the start symbol in the Accounting Dpt swimlane.
A process symbol appears at the click position. A process can be viewed
as an action to reach a goal.
12 Click in the upper part of the Warehousing Dpt swimlane and position
two processes one below the other.
Releasing a tool
A tool remains active until you release it. You can release a tool, by
selecting another tool, or by clicking the right mouse button. When
you click the right mouse button, the Pointer tool is activated.
14 Click the Decision tool in the palette.

15 Click below the second process in the Warehousing Dpt swimlane.
A decision symbol appears at the click position. A decision specifies
which alternate path has to be taken when several flow paths are
possible.
17 Double-click the Decision symbol and select the Condition page.
42 PowerDesigner
18 Type Domestic delivery in the Alias box.
19 Click OK.
21 Click below the decision symbol in the Warehousing Dpt swimlane and
position two process symbols one next to the other.
Save your work

Save your work while doing these exercises by selecting File→Save.

23 Double-click the first process and type Raise invoice in the Name box.
Note that the name of the organization unit to which the Raise Invoice
process is attached appears in the Organization Unit dropdown listbox of
the process property sheet.
24 Click OK.
44 PowerDesigner
25 Repeat steps 23 to 24 to rename the other objects as follows:
Rename Into
Second process Package item
Third process Prepare for sending
Fourth process (the Use company driver
one on the left)
Fifth process (the Out source transport
one on the right)

Design relations between objects in the composite process
Design relations between objects in the

composite process
Once you have created the various objects that describe the composite
process, you are going to create the various flows that link them.
1 Click the Flow/Resource Flow tool in the palette.
2 Click the start symbol and while continuing to hold down the mouse
button, drag the cursor to the Raise invoice process. Release the mouse
button inside the Raise invoice process.
A flow symbol appears between the start and the Raise invoice process.
A flow describes an interaction between two objects with potential
exchange of data.
3 Repeat the steps 1 to 2 to draw a flow:
From To
Raise invoice Package item
Package item Prepare for sending
Prepare for sending Domestic delivery
Domestic delivery Use company driver
Domestic delivery Out source transport
Use company driver Delivery complete
Out source transport Delivery complete
46 PowerDesigner

Navigate through business process diagrams

When you decompose a process, you create sub-processes. To navigate
through the process hierarchy and keep a global view of your model, you can
use the Select Diagram dialog box. It also allows you to select the business
process diagram you want to open.
1 Select View→Diagram→Select Diagram.
The Select Diagram dialog box appears.
2 Select another business process diagram node in the hierarchical tree.
3 Click OK.
The selected business process diagram appears in the work area.
Go up one level
To go to the parent diagram of a composite process, you can also
select Diagram→Go Up One Level or press the CTRL key + U from
the composite process.
4 Repeat steps 1 to 3 to come back to the business process diagram of the

Dispatch item process.

♦ Decompose a process to create a composite process
♦ Display organization unit swimlanes of the parent process into the
composite process
48 PowerDesigner
♦ Design the various objects and their relations to describe the composite
process
♦ Navigate through business process diagrams

50 PowerDesigner
C H A P T E R 5
Working with the Composite Process

Diagram
Now that you have created the main objects that describe the composite
process diagram, you are going to enrich it. The more a process diagram is
detailed, the more it gives information on the global process and can then be
studied and improved.
You are going to create a message format on the flow between the process
Prepare for sending and the decision Domestic delivery. You are also going to
define simple actions on processes and simple conditions on flows. Then you
will use the resource object of the parent business process diagram within the
composite process diagram. You will also check the model to ensure that the
BPM you have built is methodologically correct.
♦ Create a message format
♦ Define actions on processes and conditions on flows
♦ Use a resource within the composite process diagram
♦ Check the BPM

About 20 minutes.

Create a message format
Create a message format

You can associate a message format to a flow in case of data exchange
between objects, in order to define the type of the exchanged data. You are
going to create a message format and associate it with the flow between the
process Prepare for sending and the decision Domestic delivery to express that
a waybill is transmitted to the chosen delivery mode. You will also associate
the created message format with the two flows that come out of the decision
as the same data are exchanged between these objects.
For more information on message formats, see section Defining
message formats in chapter Building a Business Process Model in the
1 Double-click the flow between the process Prepare for sending and the
decision Domestic delivery.
2 Click the Create tool beside the Message Format dropdown listbox
located in the lower part of the flow property sheet.
The message format property sheet appears.
3 Type Waybill in the Name box and click OK.
The name of the new message format appears in the Message Format
dropdown listbox of the corresponding flow property sheet.
4 Click OK to close the flow property sheet.
52 PowerDesigner
Chapter 5 Working with the Composite Process Diagram
5 Double-click the flow between Domestic delivery and Use company

driver.
The flow property sheet appears.
6 Click the Message Format dropdown listbox and select Waybill to
associate the message format with the flow.
7 Click OK to close the flow property sheet.
8 Repeat the steps 6 to 8 for the flow between Domestic delivery and Out
source transport.

Define actions on processes
Define actions on processes

A process can be the design of a service or the invocation of a manual or
automated action, like "Raise invoice". An action is a process property that
defines the nature, the type and the duration of an action that a process
executes. You are going to define manual and automated actions on the
processes of the composite diagram.
For more information on processes, see section Defining processes in
chapter Building a Business Process Model in the Business Process Model
User's Guide.
1 Right-click the Raise invoice process and select Implementation from the
contextual menu.
The process property sheet opens to the Implementation page.
2 Verify that the None value is selected in the Type box to indicate that the
process has no other implementation than the one you are going to define
in the Edit box.
3 Click the down arrowhead and select Automated from the Action Type
dropdown listbox.
54 PowerDesigner
4 Click in the Edit box and type Use the computed customers address
book to detail how the action is executed.
5 Click OK.
You have defined that the action invoked by the raise invoice process is
automated.
6 Repeat steps 1 to 2 to define actions on processes as follows:
Process Type of action

Package item Manual
Prepare for Automated
sending
Use company Manual
driver
Out source Manual
transport

Define conditions on flows
Define conditions on flows

A flow is a route a control flow transits on to link objects. The routing of the
flow is made using conditions. You open the flow property sheet to design
the delivery conditions. The condition is important to detail why there are
two possible paths going out of the decision symbol.
For more information on flows, see section Defining flows in chapter
Building a Business Process Model in the Business Process Model User's
Guide.
1 Right-click the flow between Domestic delivery and Use company driver
and select Condition from the contextual menu.
The flow property sheet opens to the Condition page.
2 Type Yes in the Alias box.
3 Click OK.
4 Repeat steps 1 to 3 for the flow between Domestic delivery and Out
source transport and type No in the Alias box of the Condition page.
56 PowerDesigner
The diagram displays both conditions between square brackets []:

Use a resource
Use a resource
A resource is similar to a data store. You access data stored in the resource
using the resource flow object. You are going to copy in the composite
process diagram the resource defined in the parent process diagram in order
to graphically show its role in that sub-process diagram.
For more information on resources, see Defining resources in chapter
Building a Business Process Model in the Business Process Model User's
Guide.
1 Click the Stock resource in the Browser and while continuing to press
the mouse button, drag it to the left of the Package item process in the
Warehousing Dpt.
The Stock resource symbol appears in the composite process diagram.
Save your work

Save your work while doing these exercises by selecting File→Save.
2 Select the Flow/Resource Flow tool in the palette.

3 Click inside the Package item process symbol and while continuing to
hold down the mouse button, drag the cursor to the Stock resource.
Release the mouse button inside the Stock resource.
4 Right-click the mouse button to release the tool.
5 Double-click the resource flow to open its property sheet.
58 PowerDesigner
6 Verify that the Update check box is selected in the Access Mode
groupbox located in the lower part of the resource flow property sheet.
This is to express that one of the actions contained in the Package item
process is to update the Stock.
7 Click OK to close the resource flow property sheet.

Use a resource
60 PowerDesigner
Check the BPM

You are going to use the Check Model feature to control the coherence and
correctness of the model you are completing.
1 Select Tools→Check Model.
The Check Model Parameters dialog box opens to the Options page.
2 Click OK.
The Check Model Result List displays errors and warnings based on the
default options.

Check the BPM
Triangles indicate a warning that represents a minor error or

recommendation. Whereas crossed circles indicate a major problem that
you must correct to produce a valid BPM.
3 Right-click the Flow incoherent message format error in the Result List
and select Help from the contextual menu to understand how you must
correct the error.
The help file indicates that you must add the missing message format to
the appropriate flow of the decomposed process.
4 Click File→Exit to close the help file.
5 Close the Result List.
6 Double-click the flow between the Delivery request start and the Raise
invoice process.
The flow property sheet appears.
7 Click the Message Format dropdown listbox and select Delivery request
form to associate the missing message format to the appropriate flow in
order to correct the error
Click OK.
8 Repeat steps 1 to 2 to recheck the model.
The Result List should only contain warnings.

♦ Create a message format and associate it to a flow
♦ Define actions on processes and conditions on flows
♦ Use a resource within the composite process diagram
♦ Check the BPM and correct errors
62 PowerDesigner
C H A P T E R 6
Organizing the Display
When you finish creating the BPM, you can organize the model using the
graphic display options.
♦ Add rounded angles to flows
♦ Change the color of the set of swimlanes
♦ Add free text
♦ Print the model

About 20 minutes.

Add rounded angles to flows

You are going to add rounded angles to flows coming out of the Use
company driver and Out source transport processes and going to the end.
1 Select the appropriate flows in the diagram.
2 Select Tools→Display Preferences.
The Display Preferences dialog box appears.
3 Select the Flow node in the Format Category.
The Flow page appears.
4 Click the Modify button.

The Symbol Format dialog box opens to the Line Style page.
5 Click the Corners dropdown listbox.
64 PowerDesigner
Chapter 6 Organizing the Display
6 Select the right rounded style.
7 Click OK in each of the dialog boxes.

The Changing Formats window appears. It indicates symbols to which
the change applies.
8 Select Selected Symbols and click OK.

Adding an angle to a link

To add an angle to a link, click inside the first object and continue to
hold down the left mouse button, then release the button at the angle
position, drag the link to the second object and click inside the second
object.
66 PowerDesigner
Change the color of the set of swimlanes

You will change the color of the set of swimlanes that will change the
background color of the swimlanes.
1 Select Tools→Display Preferences.
The Display Preferences dialog box opens to the General page.
2 Select the Organization Unit node in the Format Category to display the
corresponding page.
3 Click the Modify button to display the Symbol Format dialog box.
4 Click the Fill tab to display the corresponding page.
5 Select a color in the Fill Color groupbox.
6 Click OK in each of the dialog boxes.

The Changing Formats window appears. It indicates symbols to which
the change applies.

Change the color of the set of swimlanes
7 Select All Symbols and click OK.
The background of the set of swimlanes should be filled with the color
you have selected.
68 PowerDesigner
Add free text

You will add a free text to the upper top of the diagram window.
1 Click the Text tool in the palette.
2 Click the upper top of the diagram window.
Some text appears in the area indicated by the rectangle.
3 Click the right mouse button to release the Text tool.
4 Double-click the text.
A text box appears.
5 Type Dispatch process into the text box.
6 Click OK.
The text appears in the diagram. Handles appear around the text.
7 Click the handle at the right edge of the text and while continuing to hold
down the mouse button, drag the cursor to the right until all the text
displays on a unique line.

Add free text
The handles around the text disappear. The diagram should now look
like this:
70 PowerDesigner
Print the model

You can now print the finished diagram.
1 Select File→Print.
The Print Diagram dialog box appears. One page is selected for printing.
2 Click OK.
Select pages to print

When a diagram is spread over several pages you can select and
deselect pages for printing by clicking them. Selected pages display a
turned down corner.

♦ Add rounded angles to flows
♦ Change the color of the set of swimlanes
♦ Add free text
♦ Print the model

Print the model
72 PowerDesigner
C H A P T E R 7
Managing a Model Report
In this lesson, you are going to create a report for your model using one of
the standard templates that ship with PowerDesigner. The report will allow
you to document your model and analyze its contents.
You will focus your analysis on the composite process diagram using the
Report Object Selection dialog box.
You will then customize the report before generating it on a printed paper
and in RTF and HTM files. Then you will exit PowerDesigner, after you save
your report.
♦ Create a model report using a standard template
♦ Focus your model analysis on the composite process diagram
♦ Customize the report
♦ Generate the report

About 10 minutes.

Create a model report using a standard template

You are going to create a report for your model using the Full Business
Report template that ships with PowerDesigner. A report template is a file
that you can use to quickly generate a report. Several templates are delivered
with the PowerDesigner application: Full, Standard, List depending on the
information you want to include in your report.
For more information on templates, see section Standard report
templates in chapter Using the Report Editors.
1 Select Model→Reports from the model diagram window.
The List of Reports appears. It displays the alphabetical list of all reports
saved in the model. As there are no existing reports for you model, all
the tools in the List of Reports dialog box are grayed, except for the New
Report tool.
2 Select the New Report tool.

The New Report dialog box appears. It displays a default report name.
3 Type BPM report in the Report Name box.
4 Select Full Business Report from the Report Template dropdown listbox.
74 PowerDesigner
Chapter 7 Managing a Model Report
5 Click OK.
Language in a template
English is the default language in which the report is printed. When
you select in the Language box a template created in a language
different from the one you select to create your report, only user-
defined items such as Title or Text paragraph will keep the language
of the template. Other items will be displayed in the report language.
For more information on languages in reports, see section Using the
Report Language Editor in chapter Using the Report Editors in the
Reports User's Guide.
The Report Editor window appears. It contains two panes: the Available
Items pane, from which you can select items to include in the report, and
the Report Items pane, in which you add the items that compose your
report. The Report Items pane is filled with the items of the template you
have selected. It contains the table of contents and all main model items.
Simultaneously, the BPM report node appears under the Reports category
in the Browser.
The table of contents is an independent item that does not contain

information about specific models or objects, its is generated when you
generate the report. Other nodes display as books and can contain
model-dependent items (information about a model or a package, such as
card, annotation, object list, etc.) and object-dependent items
(information about a specific type of object in the model).

For more information on model-dependent items and object-

dependent items, see sections Model-dependent items and Object-
dependent items in chapter Building Reports.
6 Expand the Model information node and the Processes node in the Report
Items pane to visualize their contents.
76 PowerDesigner
Focus the report on the composite process

diagram
You are going to modify the report object selection to focus the model
analysis on the composite process diagram using the Report Object Selection
dialog box. It displays all model objects.
1 Select Report→Select Objects to open the Report Object Selection dialog
box.
2 Select Dispatch item from the Select Location dropdown listbox to only
display objects of the composite process diagram.
All the objects are selected by default in the different tabbed pages.
3 Click OK to close the dialog box.

As you selected a particular diagram, a confirmation box asks you if you
want to include non visible selected objects in the current selection.
4 Click No.
When you will generate the report, object selection will be only
composed of the objects selected in the current list. Other non visible
selected objects will be ignored and deselected.

Customize the report

You are going to customize your report before you generate it.
You are going to include a title page for the entire report. The title page
prints as the first page in a report. Then you will manipulate some report
items before you display a print preview of your report.
1 Select Report→Title Page to display the Title Page dialog box.
2 Type Report – Composite Process Diagram in the Title box.
3 Type 1.0 in the Version box.
4 Click OK to close the dialog box.

5 Right-click the Model annotation item under the Model information node
in the Report Items pane and select Delete from the contextual menu that
appears.
The Model annotation item is no longer part of your report.
6 Repeat step 5 to delete the Process annotation item under the Process
node and remove it from your report.
7 Click the Files node in the Report Items pane.
8 Double-click the Title item in the Available Items pane to add it at the last
position under the Files node tree view in the Report Items pane.
When you add an item to the Report Items pane, the item remains in the
Available Items pane as you can insert the same item several times in the
same report contents.
78 PowerDesigner
9 Double-click the Title item in the Report Items pane to display the Editor
dialog box.
10 Type Confidential data in the edit box and click OK.
The item becomes a node in the Reports Items pane as it can contain
other nodes or items and looks as follows:
11 Click the Text paragraph item in the Available Items pane, and drag it
over the Confidential data node in the Report Items pane.

The Text paragraph item is positioned under the Confidential data node.
You can double-click the Text paragraph item to open an edit box and
type text.
12 Right-click the Text paragraph item in the Report Items pane and select
Quick View in the contextual menu that appears.
A print preview window appears to allows you to visualize what the Text
paragraph item will look like when printed:
13 Press Esc to close the print preview window and return to the Report
Editor.
80 PowerDesigner
14 Click the Print Preview tool in the Report Editor window to open the print
preview window and see what the report will look like when printed.
15 Press Esc to close the print preview window and return to the Report
Editor.

Generate the report
Generate the report

You can now generate the report. You are going to generate the report on the
three possible outputs : printed paper, RTF file, HTML file.
1 Click the Print tool in the Report toolbar to generate the report on printed
paper.
The Print dialog box appears.
2 Click OK.
3 Click the Generate RTF tool in the Report toolbar to generate the report in
RTF file.
A Save As dialog box appears.
4 Type Composite Process Diagram Report in the File Name box.
5 Click Save.
A confirmation box indicates that the report has been successfully
generated and asks you if you want to open it with your default RTF
editor.
6 Click Yes to open the report.
The report appears as follows in your default RTF editor.
7 Close the RTF editor and return to the PowerDesigner application.

8 Click the Generate HTML tool to generate the report in HTML file.
82 PowerDesigner
A Save As dialog box appears.

9 Type Composite Process Diagram Report in the File Name box.
10 Click Save.
A confirmation box indicates that the report has been successfully
generated and asks you if you want to open it with your default Web
browser.
11 Click Yes to open the report.
The report appears as follows in your default Web browser.
HTML report looks different

The HTML report may look different in your Web navigator
depending on the CSS files that are used. These files are style sheets
that allow you to customize HTML reports from the HTML Format
page of the report property sheet. PowerDesigner ships with a set of
predefined style sheets that are stored in the Resource Files\HTML
Report Style Sheets folder.
For more information on CSS files, see section Customizing an
HTML report in chapter Building Reports in manual Reports User's
Guide.
12 Close the Web browser and return to the PowerDesigner application.

13 Select File→Save to save the BPM and the report it contains.
14 Select File→Close to close the model.

Generate the report

♦ Create a model report using a standard template
♦ Focus your model analysis on the composite process diagram
♦ Customize the report
♦ Generate the report
♦ Save the BPM and exit PowerDesigner
84 PowerDesigner
C H A P T E R 8
Automating a Process
This lesson and the two following ones will teach you how to create an
executable BPM and implement processes with operations. You will start
with the bpmafter.bpm model located in the \Examples\Tutorial sub-directory
of you PowerDesigner directory.
In this lesson, you are going to use an executable language to generate an
executable BPM that will allow you to retrieve the work performed at the
analysis level and to refine it by specifying the implementation of atomic
processes.
You are going to perform a model to model generation using the BPEL4WS
1.1 executable language in order to generate an executable BPM from the
Electronic incoming order request process business process diagram. You are
going to assign partners to the generated top-level process in the top-level
diagram then open it to visualize how the Electronic incoming order request
process business process diagram has changed once generated into an
executable BPM. You will then save the executable BPM as it is the model
from which you are going to proceed.
♦ Create and assign partners to the top-level process and open it

About 5 minutes.

Generate an executable BPM
Generate an executable BPM

The executable BPM corresponds to the implementation phase of the
business process modeling. This phase occurs once your BPM is validated,
optimized, and that you know exactly what to do to implement the process.
You are going to generate an executable BPM from the Electronic incoming
order request process business process diagram using the BPEL4WS 1.1
(Business Process Execution Language for Web services) executable
language. This language is a standard for allowing businesses to describe
processes that can both consume and provide Web services.
For more information on executable business process models, see
section Defining an executable BPM in chapter Building an Executable
BPM: Working with Service Description Objects in the Business Process
Model User's Guide.
1 Select File→Open.
A file selection window appears.
2 Select or browse to the TUTORIAL directory.
Select the BPMAFTER.BPM file.
Click OK.
The model appears in the workspace with a business process diagram.
3 Select Tools→Generate Business Process Model from the menu bar to
display the BPM Generation Options dialog box
4 Select the Generate New Business Process Model radio button.
5 Select BPEL4WS 1.1 in the Process Language dropdown listbox.
6 Type Executable BPM in the Name box.
86 PowerDesigner
Chapter 8 Automating a Process
The code is equal to the name.
7 Click OK to generate the executable BPM.

The executable BPM is generated. A new node corresponding to the
generated model appears in the Browser and a top-level process is
created in the diagram window.

Assign partners to the top-level process

The top-level process is defined in a top-level diagram and can be a global
service that does not belong to a graph but describes its behavior in a sub-
graph (a stand alone composite process defined at the package level) using
atomic activities and orchestration elements.
The top-level diagram represents the subject of the process model, and sets
the model scope and orientation. It should only contain: top-level processes,
organization units and role associations.
For more information on top-level diagrams and top-level processes,
see section Understanding top-level diagram and top-level process in an
executable BPM in chapter Building an Executable BPM: Managing Data
and Choreography in the Business Process Model User's Guide.
You design a partner that collaborates with top-level processes via role
associations using the icon representation of the organization unit.
You are going to assign partners to the generated top-level process using the
relevant organization units related to the top-level process using role
associations. The role association object is used to express the relationship
that designs an interaction between an organization unit and a process.
For more information on organization units and role associations, see
sections Defining organization units in an analysis BPM and Defining role
association in an analysis BPM in chapter Building an Analysis Business
Process Model in the Business Process Model User's Guide.
1 Expand the Organization Units folder in the Browser to display its
contents.
2 Click the Accounting Dpt in the Browser and drag it to the diagram
window below the Top-Level Process symbol.
88 PowerDesigner
3 Repeat the previous step for the two remaining organization units.
4 Click the Organization Unit tool in the palette then click in the diagram
window on the right of the Warehousing Dpt organization unit to create a
new organization unit that represents an outside participant.
A default name is provided.
5 Click the right mouse button to release the Organization Unit tool.
6 Click the default name once then click it again.
The default name appears within an edit zone that allows you to rename
the organization unit.
Word wrapping name and code

When a name or a code is wrapped onto several lines in the object
symbol, the edit in place mode displays it on one line to make it
editable. When you modify the object name or code and click outside
the edit zone the change is committed and displayed on several lines
again.
7 Type Customer and click anywhere in the diagram window, outside the
edit zone to commit the renaming of the organization unit.

8 Click the Role Association tool in the palette then click inside the
Accounting Dpt organization unit symbol and while continuing to hold
down the mouse button, drag the cursor to the Top-Level Process symbol.
Release the mouse button inside the Top-Level Process symbol.
You created an initiating role from the Accounting Dpt organization unit
to the Top-Level Process symbol.
9 Click the right mouse button to release the Role Association tool.
10 Double-click the role association you have created to display its property
sheet. You can see in the Orientation zone that the association has an
initiating role.
11 Click OK to close the property sheet.
12 Repeat step 8 for the remaining organization units.
13 Click the right mouse button to release the Role Association tool.
14 Hold down the ctrl key and double-click the Top-Level Process symbol to
open the composite process and visualize how it has changed.
There are no more resource objects nor resource flow objects as they are
not supported in the executable BPM. Message format objects are also
removed as you can no longer associate a message format with a flow in
an executable BPM. The exchange of information is no longer managed
by flows.
15 Click Save.
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Save your work

Save your work periodically while doing these exercises by selecting
File→Save.

♦ Create and assign partners to the top-level process and open it

92 PowerDesigner
C H A P T E R 9
Manipulating Service Description Objects
Now that you have generated the executable BPM, you are going to represent
the Web services required by the Record order request and the Check credit
card details processes to proceed to their implementation. To represent Web-
services you can either:
♦ Create service description objects to be able to collaborate with an
unknown partner
♦ Import a WSDL file to reuse an existing distributed component to
accomplish the activity
When you import a WSDL file, you convert Web services and their sub-
objects into service providers and their corresponding sub-objects in the
BPM.
Service description objects allow you to represent the invocation of external
services by processes. Service description objects do not have any graphical
symbol in the diagram.
For more information on service description objects, see chapter
Building an Executable BPM: Working with Service Description Objects in
the Business Process Model User's Guide.
You are going to create service description objects, define input/output
messages for the created operations, create message parts for a message
format and import the provided WSDL file.
♦ Create service providers
♦ Create service interfaces
♦ Create operations
♦ Define input/output message for operations depending on their type
♦ Create message parts
♦ Import a WSDL file

Create service providers

About 15 minutes.
94 PowerDesigner
Chapter 9 Manipulating Service Description Objects
Create service providers

A service provider describes an object that gathers a set of service interfaces,
for which it represents a namespace. It corresponds to the imported WSDL
file. It has no symbol in the diagram.
For more information on service providers, see section Defining service
providers in chapter Building an Executable BPM: Working with Service
Description Objects in the Business Process Model User's Guide.
As it is the first time the customer places an order with the company, the
company does not know yet how to collaborate with the customer to manage
the order. That is why you are going to create the service description objects
(service providers, service interfaces and operations) required by the Record
order request process to proceed to its implementation.
1 Select Model→Service Providers to display the list of service providers.
The list is empty as no service provider has been defined yet.
2 Click a blank line in the list.
An arrow appears at the beginning of the line and a default name is
provided.
3 Type OrderRequestManagement in the Name column.
A new service provider is created.

4 Click OK to close the list of service providers.

Create service interfaces
Create service interfaces

A service interface describes an object that gathers a set of operations, for
which it represents a namespace. It corresponds to the Port Type object in
WSDL.
A service interface must belong to a service provider. It has no symbol in the
diagram.
For more information on service interfaces, see section Defining service
interfaces in chapter Building an Executable BPM: Working with Service
Description Objects in the Business Process Model User's Guide.
1 Expand the Service Providers folder in the Browser to display its
content.
2 Double-click the OrderRequestManagement service provider in the
Browser to open its property sheet.
3 Click the Service Interfaces tab to display the list of service interfaces.
The list is empty as no service interface has been defined yet.
provided.
5 Type OrderRequestInterface in the Name column.
96 PowerDesigner
A new service interface is created.

6 Click OK to close the service provider property sheet.

Create operations
Create operations
An operation describes the implementation of an atomic process (activity) in
the BPM. It can be sent or received by an activity. It is linked to a process
using the Implemented by property in the process property sheet.
You create operations under a service interface. It has no symbol in the
diagram.
For more information on operations, see section Defining operations in
an executable BPM in chapter Building an Executable BPM: Working with
Service Description Objects in the Business Process Model User's Guide.
1 Double-click the OrderRequestInterface service interface in the Browser
to open its property sheet.
2 Click the Operations tab to display the list of operations.
The list is empty as no operation has been defined yet.
provided.
4 Type SubmitOrder in the Name column.
A new operation is created.
98 PowerDesigner
5 Click OK to close the service provider property sheet.

Define Input/Output messages for operations

Input and output messages are parameters that apply to an operation. The
Input/Output page in the operation property sheet allows the definition of the
type of the operation, the input message the operation can receive and the
output message the operation can send.
For more information on the Input/Output page, see section
Input/Output page of the operation in chapter Building an Executable BPM:
Working with Service Description Objects in the Business Process Model
User's Guide.
You are going to define a type and the input/output messages for the
operations you created. An operation can have the following types:
Undefined, One Way, Request-Response, Solicit-Response and Notification.
1 Double-click the SubmitOrder operation in the Browser to open its
property sheet.
2 Click the Input/Output tab to display the list of input and output
messages.
3 Select Request-Response from the Type dropdown listbox.
The SubmitOrder operation has a Request-Response type. The system
that hosts the Web service receives a message and returns a response
message in a synchronous way as the caller is waiting for the response.
The message begins with an input that is followed by an output.
4 Type Order in the Name box from the Input Message groupbox to name
the message the operation receives.
5 Click the Down Arrowhead beside Message Format to select Order
request description from the dropdown listbox.
100 PowerDesigner
The name of the selected message format appears in the Message Format
dropdown listbox from the Input Message groupbox. The message
format you selected allows you to define the format of the piece of
information received by the operation.
You have defined the received message.

6 Type Email in the Name box from the Output Message groupbox to name
the message the operation sends.
7 Click the Create tool beside the Message Format dropdown listbox from
the Output message groupbox.
The message format property sheet appears.
8 Type Email response to order description in the Name box to name the
message format.
9 Click OK to close the message format property sheet.

The name of the message format appears in the Message Format

dropdown listbox from the Output Message groupbox. The message
format you created allows you to define the format of the piece of
information sent by the operation
You have defined the sent message.

10 Click OK to close the operation property sheet.
102 PowerDesigner
Create message parts

A message part represents a sub-division of the whole message format into
several independent parts. It is attached to the message format and cannot be
moved without it.
It represents a portion of the WSDL (Web Services Description Language)
message in an executable BPM.
For more information on the message parts, see section Defining
message parts in chapter Building an Analysis Business Process Model in the
You are going to create two message parts under the Order request description
message format to indicate that the message format definition is decomposed
into the following two parts that specify its contents:
♦ CustomerIdentification
♦ ProductDescription
1 Expand the Message Formats folder in the Browser to display its content.
2 Double click the Order request description message format in the Browser
to open its property sheet.
3 Click the Definition tab to display the corresponding page.
4 Select the Message Parts radio button beside Type to display the list of
message parts in the lower part of the dialog box.
The list is empty as no message part has been defined yet.
A default name appears.
6 Type CustomerIdentification in the Name column.
7 Click Apply to commit the creation of the new message part.
8 Click the Properties tool in the toolbar to open the message part property
sheet.
9 Click the Down Arrowhead beside Data Type to display the list of
available data types.

Create message parts
10 Select String in the Data Type dropdown listbox.
11 Click OK to close the message part property sheet.

12 Repeat steps 5 to 11 to create the ProductDescription message part with a
String data type.
13 Click OK to close the message format property sheet.
104 PowerDesigner
Import a WSDL file

The Import WSDL feature allows you to recover Web service descriptions in
a BPEL4WS model.
A Web service is an interface that describes a collection of operations that
are accessible on the network through SOAP messages. Web services are
used by processes when you proceed to the implementation phase of the
business process model.
WSDL stands for Web Services Description Language, it is an XML
formatted document that describes what a Web service is capable of and how
a client can locate and invoke that service.
The Import WSDL process converts Web services and their sub-objects into
service providers and their corresponding sub-objects in the BPM. Only the
abstract description of Web services is imported: messages, operations, and
port types.
The Check credit card details process can be implemented by reusing an
existing distributed component as this activity is regularly performed by the
company when a customer places an order.
You are going to create the BankAccountManagement service provider and its
sub-objects by importing the BankAccountManagement_interface.wsdl WSDL
file. This WSDL file is delivered with PowerDesigner.
1 Select Language→Import WSDL from the menu bar to open the Import
WSDL dialog box.
2 Click the Browse File tool beside the WSDL URL box to display a
standard open files dialog box.
3 Browse to the \Examples\Tutorial sub-directory of your PowerDesigner

directory and select the BankAccountManagement_interface.wsdl file.
4 Click Open.

Import a WSDL file
The name of the Web service and port type to import appear in the
Import WSDL dialog box.
5 Click OK to import.
The Merge Models dialog box appears as the model in which you are
importing already contains data.
For more information on merging models, see section Merging
Models, in chapter Comparing and Merging Models in the General
Features Guide.
5 Click OK.
The imported elements are added to your model and are visible in the
Browser. They are also listed in the General and Reverse pages of the
Output window, located in the lower part of the main window.

♦ Create service providers
♦ Create service interfaces
106 PowerDesigner
♦ Create operations
♦ Define input/output message for operations depending on their type
♦ Create message parts
♦ Import a WSDL file

Import a WSDL file
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C H A P T E R 1 0
Implementing Processes
Now that you have created the required service description objects, you are
going to use the operations you created to implement atomic processes
(activities), you will also have to indicate the way to implement them using
operations and manage data shared by the processes.
Implementing a process with operations mainly involves the following in the
process property sheet:
♦ Choose a type of implementation
♦ Select the implementation operation
♦ Choose an action type
♦ Define received and/or sent messages
You are going to implement processes with operations as follows:
Process Implementation operation

Record order request SubmitOrder
Check credit card details checkCreditCard
In the Implementation page of a process property sheet, you can define how
the process is implemented, in order to be executed by the process language
engine you have selected when you generated the executable BPM.
You will choose the Execute operation type for the above mentioned
processes, as you are going to implement these processes by operations (send
or receive messages).
This type of implementation lets you create two kinds of activities:
♦ Receive activities as it allows a business process to provide services to
its partners
♦ Send activities as it allows a business process to make invocations to
Web services provided by partners

Implement the Record order request process
For more information on the implementation page, see section

Implementation page of the executable process in chapter Building an
Executable BPM: Managing Data and Choreography in the Business Process
Model User's Guide.
♦ Implement processes with operations
♦ Create variables
♦ Create a data transformation

About 15 minutes.
110 PowerDesigner
Chapter 10 Implementing Processes

The Record order request process is a receive activity. The Customer
(partner) requests a service to the business process that is going to provide
(or not) to the Customer.
When receiving the order, the Customer automatically sends a synchronous
response (a receipt acknowledgement).
You are going to implement the Record order request process by the
SubmitOrder operation using the Execute Operation type in the
Implementation page of the process property sheet.
You are also going to select Receive message and reply in the Action Type
box and create variables for the received and sent messages.
1 Double-click the Record order request process to open its property sheet.
2 Check that Sales Dpt appears in the Organization Unit dropdown listbox.
It is the partner which is going to execute the operation with which you
are going to implement the process.
3 Click the Implementation tab to open the corresponding page.
4 Select Execute Operation in the Type dropdown listbox.
5 Click the Select an implementation object tool beside the Implemented By
dropdown listbox to open the Select an Object dialog box and select
SubmitOrder in the tree view.
6 Click OK.

The Record order request process is implemented by the SubmitOrder

operation which has a Request-Response type (the message begins with
an input that is followed by an output). The name of the selected
operation is preceded by the name of its parent in the dropdown listbox.
7 Select Receive message and reply in the Action Type dropdown listbox.
You specify the action type. The business process receives a message
from its partner (Customer) and sends a message in response. The Sent
Message groupbox becomes automatically active.
8 Click the Create tool beside the Message Mapping dropdown listbox
from the Received Message groupbox.
A confirmation box prompts you to commit the creation of the message
mapping, click Yes. The property sheet of the variable opens to the
General page. The variable object allows you to retrieve the value of the
message. It corresponds to the first message of the operation for receive
activities, and to the second message of the operation for activities that
send messages. It also allows you to specify where the information sent
by partners to the process is locally stored.
9 Type OrderRequestVar in the Name box.
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10 Click OK to close the variable property sheet.

11 Repeat steps 7 to 8 to define the variable in the Sent Message groupbox
as follows:
Object Name
Message mapping ReceiptAcknowledgeVar
12 Select the Constant check box in the lower part of the dialog box to
specify that the variable is constant during the execution of the process.
13 Click the Value tab to display the corresponding page.
14 Type the following in the edit box: Dear customer, We acknowledge receipt of
your order and thank you for your confidence. We are going to handle your order.
Sales Dpt.

16 Click OK to close the process property sheet.

The process symbol appears with the following graphical symbol in its
center that designates a receive activity:
114 PowerDesigner
Implement the Check credit card details process

The Check credit card details process is a send activity. The Record order
request process invokes the Check credit card details process which can be
accomplished by the reuse of an existing distributed component contained in
the WSDL file you have imported in the previous lesson.
You are going to implement the Check credit card details process by the
checkCreditCard operation using the Execute Operation type in the
Implementation page of the process property sheet.
You are also going to select Send message in the Action Type box and create
variables for the received and sent messages.
1 Double-click the Check credit card details process to open its property
sheet.
2 Check that Accounting Dpt appears in the Organization Unit dropdown
listbox.
It is the partner which is going to execute the operation with which you
are going to implement the process.
3 Click the Implementation tab to open the corresponding page.
4 Select Execute Operation in the Type dropdown listbox.
5 Click the Select an implementation object tool beside the Implemented By
dropdown listbox to open the Select an Object dialog box and select
checkCreditCard in the tree view.
6 Click OK.

Implement the Check credit card details process
The Check credit card details process is implemented by the

checkCreditCard operation which has a Request-Response type (the
message begins with an input that is followed by an output). The name of
the selected operation is preceded by the name of its parent in the
dropdown listbox. This operation is retrieved from the WSDL file you
imported in the previous lesson.
7 Select Send message in the Action Type dropdown listbox.
You specify the action type. An initial message has been sent to the
business process by a partner (Sales Dpt). The partner of the business
process (Accounting Dpt) can respond or not. The Sent Message
groupbox becomes automatically active.
8 Click the Create tool beside the Message Mapping dropdown listbox
from the Received Message groupbox.
A confirmation box prompts you to commit the creation of the message
mapping, click Yes. The property sheet of the variable opens to the
General page. The variable object allows you to retrieve the value of the
message. It corresponds to the first message of the operation for receive
activities, and to the second message of the operation for activities that
send messages. It also allows you to specify where the information sent
by partners to the process is locally stored.
116 PowerDesigner
9 Type CardStatusVar in the Name box.

11 Repeat steps 7 to 9 to define the variable in the Sent Message groupbox
as follows:
Object Name
Message mapping CreditCardVar
12 Click OK to close the process property sheet.

The process symbol appears with the following graphical symbol in its
center that designates a send activity:

Create a data transformation

A data transformation allows you to design a transformation on data and
update the values of variables with new data. It is used to copy data from one
variable to another.
Data transformations are usually expressed using XPath or XSLT language,
which are languages that describe a way to locate, transform and process
items in XML documents.
Each data transformation has a corresponding unique and mandatory
assignment. You define a data transformation by selecting the target variable
(Assigned Variable) you need to use from the General page of the data
transformation property sheet then the source variable (Input Variable) that
contains the data to retrieve in the Transformation page. A data
transformation can have several variables as Input. In this case, Input
Variable can remain undefined.
You can:
♦ Transfer one or more source variables (Input Variable) to a target
variable (Assigned Variable)
♦ Transfer a message part (Input Part) from a source variable to a message
part (Assigned Part) in a target variable
The data transformation is represented by a rectangle in the diagram
For more information on data transformations, see section Defining data
transformations in chapter Building an Executable BPM: Managing Data and
Choreography in the Business Process Model User's Guide.
When the Record order request service calls the Check credit card details
service, it must provide customer ID and the order request to the service
being called. However it is very likely that both information for the Record
order request service may be different from those that are used by the Check
credit card details process. In this case you need to transform those
information used by the Record order request service.
You are going to create a data transformation on the flow between the Record
order request process and the Check credit card details process to:
♦ Transfer the OrderRequestVar source variable (Input Variable in the
Transformation page of the data transformation property sheet) to the
CreditCardVar target variable (Assigned Variable in the General page of
the data transformation property sheet)
118 PowerDesigner
♦ Transfer the CustomerIdentification message part (Input Part in the

Transformation page of the data transformation property sheet) from the
source variable to the Parameters message part (Assigned Part in the
General page of the data transformation property sheet) in a target
variable
1 Right-click the flow between the Record order request process and the
Check credit card details process and select Insert Assign from the
contextual menu to insert a data transformation.
A data transformation symbol appears on the flow between the two
processes.
2 Double-click the data transformation symbol to open its property sheet.

3 Type RetrieveCreditCardNumber in the Name box and click Apply.
4 Select CreditCardVar from the Assigned Variable dropdown listbox.
You specify the target variable that receives the result of the
transformation and which you need to use.
5 Select parameters from the Assigned Part dropdown listbox and click
Apply.

You specify the reference to the Parameters message part because the
assigned variable is typed by the checkCreditCardSoapIn message
format. Parameters represents its message part.
6 Click the Transformation tab to display the corresponding page.
7 Select OrderRequestVar from the Input Variable dropdown listbox.
You specify the source variable that contains the data to retrieve.
8 Select CustomerIdentification from the Input Part dropdown listbox.
You specify the reference to the CustomerIdentification message part

because the input variable is typed by the Order request description
message format. CustomerIdentification represents one of its message
parts.
9 Click OK to close the property sheet.
120 PowerDesigner
Exit PowerDesigner
You are going to save and close the BPM, then exit PowerDesigner.
1 Select File→Save to save the BPM.
2 Select File→Close to close the model.
3 Select File→Exit.
A confirmation box asks you if you want to save the Workspace.
4 Click the No button.
You exit the PowerDesigner application. You have now completed the
BPM tutorial.

♦ Implement processes with operations
♦ Create variables
♦ Create a data transformation

Exit PowerDesigner
122 PowerDesigner
BPM Glossary
action Defines the nature, the type and the duration of an action that a process
executes
analysis BPM BPM created using the Analysis business process language. It does not
include any implementation details
Binary Set of Business Activities in a collaborative BPM, which can consist in
Collaboration conducting a Business Transaction or another complete Binary Collaboration
Business Defines which document follows, which document within a business
Document flow transaction in a collaborative BPM
business process Activity that a business can engage in and for which it would generally want
one or more partners
Business Process Conceptual model which provides a close description of the business logic
Model (BPM) and rules from a business partner's point of view using a diagram that shows
interactions between processes, flows, messages and collaboration protocols
from one or several start points to several potential end points
business rule Written statement specifying what the information system must do or how it
must be structured to support business needs. It guides and documents the
creation of a model (example: a government-imposed law)
Business Atomic interaction (in a trading arrangement) between two business partners
Transaction that consists in one or two predefined business document flows
choreography External view to defines the flow of information exchanges among a set of
participants to implement a business process composing multiple Web
services
collaboration Agreement among a set of participants to achieve a common goal or specified
outcome in a shared process
collaborative BPM BPM created using a collaborative business process language (usually
ebXML). It is particularly suitable to describe the collaborations between
partners that are all considered at the same level
committee process Composite process whose sub-processes are managed by several organization
units designed as swimlanes
BPM User's Guide 123

BPM Glossary
composite process Child process used to describe the actions of the parent process
composite view Expanded view of a composite process in a diagram to have a global view of
the whole sub-diagram content
condition A condition that must be satisfied for an associated flow to execute some
action
correlation Ordered list of variables in an executable BPM
CRUD matrix Table that shows the links between processes and resources. When a link
exists, it shows whether the process performs a Create, Read, Update, or
Delete operation on the resource
data Defines the type of information exchanged between business processes
data transformation Object in an executable BPM that is used to copy data from one variable to
another
decision Specifies which alternate path has to be taken when several flow paths are
possible
dependency Semantic relationship between two modeling elements, in which a change to
one modeling element (the influent element) may affect the semantics of the
other modeling element (the dependent element)
diagram Graphical view of a model or package, which displays object symbols
ebXML Set of specifications for standardizing XML globally in order to facilitate
business over the Internet between companies of any size.
end Represents a termination point of the processes described in the business
process diagram
event Occurrence of an interruption in the normal execution of the process in an
executable BPM
event handler Manages the handling of process events
exception Signal raised in response to behavioral faults during system execution
executable BPM BPM created using an executable business process language. It can help you
design the process internal to an organization or the orchestration of Web
services without being linked to any platform or language
flow Interaction between two objects with potential exchange of data
fork Type of synchronization that defines the splitting of an input flow into several
output flows executed in parallel
join Type of synchronization that defines the synchronization of several parallel
flows
124 PowerDesigner
BPM Glossary
loop Process implementation type used to provide simple declaration of loops

loop activity Composite activity that repeatedly performs its child activities until the
certain condition is reached
message Conveyance of information from one object to another with the expectation
that activity will follow
message format Data format that depends on the nature of the exchanged data and on which
two objects agree to communicate
message part Sub-division of the whole message format into several independent parts. It is
attached to the message format and cannot be moved without it. It is usually
associated with executable BPM objects
MultiParty Set of Binary Collaborations between business partners in a collaborative
collaboration BPM. Each partner plays one or more roles in the collaboration
note Symbol for displaying a comment or textual information (ex: a method body
or constraint)
operation Implementation for an atomic process (activity)
orchestration Internal view to define interactions and process flows among Web services
within a single organization
organization unit Element that allows you to define which organization is responsible for which
process. It can represent a company, a system, a service, an organization, a
user or a role. It is equivalent to the swimlane in UML
package General purpose mechanism for organizing elements into groups. It contains
model objects
process Invocation of a manual or automated action
process language Contains the specifications for a particular language. It provides
PowerDesigner with the syntax and guidelines for implementing stereotypes,
scripts and constants for a process language
protocol Set of rules that govern the transmission and reception of data
resource Similar to a data store, it can be a data, a document, a database, a component,
or an executable
resource flow Allows a process to access a resource. Information within the resource can be
created, updated, deleted or read by the process
reuse process Process implementation type used to implement processes by other processes
role association Relationship that designs an interaction between an organization unit and a
process
BPM User's Guide 125

BPM Glossary
service interface Object in an executable BPM that gathers a set of operations, for which it
represents a namespace
service provider Object in an executable BPM that gathers a set of service interfaces, for
which it represents a namespace
shortcut Object representing and referencing an object in the same model, or across
different models
simulation A way to move to the most effective process without making costly mistakes
start Starting point of the whole process represented in the business process
diagram
stereotype Sub-classification used to extend the semantics of an object without changing
its structure; it can be predefined or user-defined
swimlane UML representation of the organization unit
synchronization Synchronization point between parallel executions (several input flows, one
or several output flows waiting for the end of all input executions)
top-level diagram Defined under a model or a package, it represents the subject of the process
model, and sets the model scope and orientation in a collaborative BPM
top-level process Global service that does not belong to a graph but describes its behavior in a
sub-graph
UDDI The Universal Description Discovery and Integration specification is an
XML-based registry for businesses worldwide that list them on the Internet
variable Data container local to a process in an executable BPM
Web service A Web service is a service offered via the Web. It is an application that
accepts XML formatted requests from other systems across a network via
communications protocols
WSDL Web Services Description Language. XML formatted interface for a web
service that describes what a web service is capable of, and how a client can
locate and invoke that service
126 PowerDesigner
Index
create model report 74
A
action in process 54 D
adjust display scale 17 data transformation 118
analysis BPM 1 decompose process 37
angle on flow 64 delete
assigned object 10
part 118 symbol 10
variable 118 detach symbol 10
diagram
print 71
property 24
B display
bibliography vii adjust 17
BPEL4WS 86 BPM 63
BPM organize 63
check 61 preferences 21
close 121 print preview 78
create 9
define 1, 21
design 35
display 63 E
examples 6 executable BPM 2
install 6
manage report 73
open 8, 17
options 23 F
preferences 21 flow
properties 24 add angles 64
save 26, 121 condition 56
link objects 46
free text 69
C
check BPM 61
close BPM 121 G
color in set of swimlanes 67 generate
composite process 27 executable BPM 86
create 37 HTML report 82
create objects 40 RTF report 82
condition on flow 56 graphic to print 71
create composite process (ctrl+double-click) 37

process
I action 54
implementation type 111, 115
decompose 37
import WSDL file 105
process hierarchy diagram
include title page in a report 78
create hierarchy between two processes 30
input
create root process 28
part 118
create sibling processes 32
variable 118
create sub-process 31
Input/Output message 100
definition 27
install BPM 6
process decomposition link 30
process language 86
property
M BPM 24
message define 24
format creation 52 diagram 24
part creation 103
model option definition 23
R
receive activity 111
N report
navigate through processes 48 create for a model 74
customize 78
generate 82
include title page 78
O modify selection 77
object print 82
create in composite process 40 save 121
delete 10 resource 58
linked by flows 46
operation creation 98
option
BPM 23
S
model 23 save
organization unit BPM 26, 121
displayed as swimlane 38 report 121
top-level process 88 send activity 115
service interface creation 96
service provider creation 95
set of swimlanes 67
P swimlane
palette 10 display horizontally 38
preference display organization unit 38
BPM 21 symbol
define 21 delete 10
display 21 detach 10
print
diagram 71
graphic 71
report 82
128 PowerDesigner
T
tool palette 10
top-level process
organization unit 88
partner 88
role association 88
typographic conventions vii
W
WSDL file 105

130 PowerDesigner

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About This Book ...........................................................................................vii

1 About the BPM Tutorial......................................................1

2 How to Begin the BPM Tutorial .........................................7

3 How to Design a Process Hierarchy Diagram ................27

4 How to Design a Business Process Diagram.................35

6 Organizing the Display .................................................... 63

7 Managing a Model Report ............................................... 73

8 Automating a Process ..................................................... 85

9 Manipulating Service Description Objects..................... 93

10 Implementing Processes............................................... 109

BPM Getting Started v

Documentation The PowerDesigner modeling environment supports several types of models:

BPM Getting Started vii

♦ Business Process Model (BPM) to model the means by which one or

General Features Guide To get familiar with the PowerDesigner

Conceptual Data Model Getting Started To learn the basics of the

Conceptual Data Model User’s Guide To work with the CDM.

Physical Data Model User’s Guide To work with the PDM.

Object Oriented Model Getting Started To learn the basics of the

Object Oriented Model User's Guide To work with the OOM.

Business Process Model User’s Guide To work with the BPM.

Requirements Model User’s Guide To work with the RQM.

Information Liquidity Model User’s Guide To work with the ILM.

Reports User’s Guide To create reports for any or all models.

Repository Getting Started To learn the basics of the Repository.

Repository User’s Guide To work in a multi-user environment using a

Typographic PowerDesigner documentation uses specific typefaces to help you readily

Bibliography The Workflow reference Model - http://www.wfmc.org.

BPM Getting Started ix

About the BPM Tutorial

This tutorial is a series of lessons in which you learn how to use

BPM Getting Started 1

BPM Getting Started 3

What you will do

How long it will take

What you will learn

BPM Getting Started 5

Setting up your work environment

File Role in BPM

How to Begin the BPM Tutorial

How long will it take?

BPM Getting Started 7

BPM Getting Started 9

Use the tools in the Palette

Palette for Process Hierarchy Diagram:

Tool Name Description

Grabber Selects and move all symbols

Zoom In Increases view scale

Tool Name Description

Open Package Diagram Displays diagram for selected package

Properties Displays property sheet for selected symbol

Delete Deletes symbol

Package Inserts package symbol

Process Inserts process symbol

Process Inserts process symbol

Process Decomposition Draws a hierarchical link between two

End Inserts end symbol

Decision Inserts decision symbol

Synchronization Inserts synchronization symbol

For more information on composite processes, see Defining composite