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Transfer a reference process starting from ARIS Process Mining

The following procedure describes how to transfer a model of the BPMN or EPC type as a reference process from ARIS to ARIS Process Mining, starting from ARIS Process Mining. The reference process is transferred to a data set in ARIS Process Mining.

You can use a process model of the BPMN or EPC type for the Process model overlay app. Process conformance check also supports models of both types.

For a better understanding of the logic used for the conformance check, the 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 model.

Note that if you want to use the BPMN or EPC reference process to perform a conformance check, the reference 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 or EPC model.

Reference processes that are used only for process overlays do not have any syntactic restrictions.

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

If a pool includes call activities or sub-processes (embedded or connected), you can 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.

If the reference process is an EPC that contains more than one start event, you can select a start event. The submodel connected to that start event is transferred to ARIS Process Mining. If an end event of an EPC occurs as a start event in another EPC, you can select the connected start event. If a function that is enclosed between two events has an EPC assigned to it in which these events are a start and end event respectively, you can select the function so that the assigned model is transferred.

Prerequisites

  • You use ARIS and ARIS Process Mining in a combined deployment.

  • 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 data set.

  2. Click Reference processes in the navigation panel. The Reference processes section opens.

  3. Click Add process. The Select model dialog opens.

  4. Select a database.

  5. Select the model that contains a reference process or a part of it.

    1. On the Browse tab, you can browse the folders to find the process.

    2. On the Find tab, you can enter the model name to find the process.

    3. Click Select. The Specify details dialog opens.

  6. 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. The target data set is the data set to which the process is transferred in ARIS Process Mining.

    2. Specify a process name that is displayed in ARIS Process Mining. By default, the name specified in ARIS is preset. If you overwrite an existing process and you started the transfer from ARIS Process Mining, you cannot change the process name.

    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 corresponding 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 perform a process overlay with any reference process. If you selected an EPC as reference process, the Conformance check option is disabled.

    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 created error log model. Click Show details as list to view the error description. You can edit the process and restart the data transfer again.

  7. In the Configure process dialog, you can select the process elements to be transferred. The elements included are displayed in a hierarchical list.

    1. Select the elements of a BPMN model.

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

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

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

    2. Select the functions of an EPC model. Events are not displayed.

      Click the Arrow icon next to a function name to display the selectable elements that are subordinate to the function. The functions displayed can contain further subordinate functions. The function of the first level in the model is preselected by default. Selected functions are highlighted in black.

      If you select a parent function, the subordinate functions are selected as well. If you select a subordinate function, the parent function is disabled.

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

  8. 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 selected process is transferred to ARIS Process Mining and stored as a reference process in the data set.

The transferred process is available in the Reference processes section of the data set and labeled as New. A reference process that is marked with a white flag (White flag is available for conformance check. A process that is marked with a black flag (Black flag) is already selected for conformance check. A process without a flag is not available for conformance check.

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 is transferred to ARIS Process Mining, you can create an activity mapping in ARIS Process Mining.