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Transfer a reference process starting from ARIS

The following procedure describes how to transfer a reference process from ARIS to ARIS Process Mining, starting from ARIS.

You can transfer a BPMN model as reference model from ARIS to ARIS Process Mining to perform a process conformance check or a process model overlay. The reference process is transferred to a data set in ARIS Process Mining.

For a better auditability and understanding of the logic used for the conformance check, the BPMN model is transformed into a reduced transfer process. This transfer process contains only object types and connections that are relevant for the conformance check. The transfer process is available for you to review the logic that was sent to ARIS Process Mining. The transferred process is stored separately and has no effect on the original BPMN model.

Note that the BPMN process must follow certain modeling conventions that are supported by ARIS Process Mining. If the reference process does not conform to these conventions, an error log model is created. The invalid reference process is not transferred to ARIS Process Mining. You can open the error log model to view the error description. You can then adjust the original BPMN process accordingly.

If the BPMN model contains more than one pool, you can select a pool to be transferred. The transfer model may only contain content from one pool.

If a pool includes call activities or sub-processes (embedded or connected), you can also select the relevant elements to be transferred. This means that you select a pool, the elements it contains, such as embedded call activities or sub-processes, and determine the hierarchical model level whose elements are to be transferred.

Prerequisites

  • You were assigned at least a Designer or Analyst license in ARIS.

  • You have the Write privilege for the group and subgroup with the selected reference model in the ARIS database.

  • You have the Write and Delete privileges for the ARIS Process Mining group and its subgroups in ARIS.

  • You have at least the Edit privilege for the data set for your conformance analysis in ARIS Process Mining.

  • The object definitions of the object occurrence in the reference model must be located in a database folder that you have the Read privilege for.

  • The object definitions in the reference model must be permitted for the selected method and the selected filter.

Procedure. Procedure

  1. Open a BPMN process model in ARIS.

  2. Open the Model tab.

  3. Click the Conformance check ARIS Process Mining icon.

  4. Click transfer model Transfer as a reference process to Process Mining in the drop-down menu. The Specify details dialog opens.

  5. In the Specify details dialog, the target data set and the use of the reference process are specified for the conformance check or process overlay. If you transfer the selected process for the first time, a new process is automatically created in ARIS Process Mining. The corresponding option is preselected by default. If the selected process already exists in ARIS Process Mining, you can overwrite the existing process.

    1. In the Target data set drop-down menu, select the data set to which the model is to be transferred in ARIS Process Mining. Only the data sets for which you have the corresponding Edit privileges are displayed.

    2. Specify a model name that is displayed in ARIS Process Mining. By default, the name specified in ARIS is preset.

    3. You can enter an optional description in the corresponding input field.

    4. To overwrite an existing process in the specified target data set, enable the relevant option and select a process from the drop-down menu. Click the Open in new window button to display the selected process.

    5. Enable Conformance check if you want to perform a conformance check in ARIS Process Mining. Process overlay is enabled by default and cannot be disabled. You can use the Process overlay app with any reference process.

    6. Click Next. The Configure process dialog opens.

      If the reference process does not match the modeling convention, an error dialog opens. Click Show details in model to view the error log model. Click Show details as list to view the error description. You can edit the process and restart the data transfer again.

  6. In the Configure process dialog, you can select a pool, activities, or sub-processes to be transferred. The elements included are displayed in a hierarchical list.

    1. Click the More options icon next the pool name and select a pool in the drop-down menu. The first pool in the model is preselected by default. Depending on the selected pool, you can select, for example, call activities or sub-processes that are included in the pool.

    2. Click the Arrow icon next the pool name to display the selectable elements included in the pool. The displayed elements can contain further subordinate elements.

    3. Select the elements in the list. If you select an element deeper in the list, the parent elements are also automatically selected. For processes that are only used for process overlay, embedded elements are only displayed if they do not contain a process assignment in ARIS, but are directly embedded.

    4. Click Transfer. The Transfer process dialog opens and the process data is transferred to ARIS Process Mining.

  7. The Transfer process dialog provides various options to proceed.

    1. You can open ARIS Process Mining to create an activity mapping. Click Open activity mapping.

    2. To view the process that has been transferred to ARIS Process Mining, click Open transferred model. The process is displayed in the ARIS model editor.

    3. To create an activity mapping at a later time, click Close.

The BPMN process is transferred to ARIS Process Mining and stored as reference process in the data set. The transferred process is available in the Reference processes section of the data set and labeled as New.

All transferred models and error log models are stored in the ARIS Process Mining group and its subgroups. This group is a subgroup of the Main group in the ARIS database. The models are stored so that they can be inspected if required.

After the process has been transferred to ARIS Process Mining, you can create an activity mapping in ARIS Process Mining.