This is the user's guide for 2c8 Modeling Tool. It starts with descriptions of commonly used terms and the structure of the application. The rest of the guide describes all available functionality and its intented use.

The main purpose in 2c8 Modeling Tool is to create graphic models that can be published as web pages. The models are stored in one or more repositories, either locally on your computer or on a shared server. This chapter describes some of the terms that are most commonly used throughout this manual.

Repository

All the models you are working with are stored in one or more repositories. Repositories clearly divide your data in the sense that data from one repository can not refer to data in another repository. This means that when you open a repository there is no way you can affect what has been done in another repository.

Workspace

A repository has one or more workspaces. By default there is only one workspace in a repository and if you do not wish to use version management for your models you do not need to care about workspaces at all.

Model

A model is a graphic representation of some kind. It could describe for example a business process or an organisation. The model contains a set of symbols and relations between these that together makes up the content of the model. In addition to the visual content you can also connect describing texts and links to documents directly on the model.

Object

An object describes some kind of entity that can be a part of a model. It could be for example a business object, an activity or an individual. The available object types in a model depends on the type of model you are working with. One important aspect to understand is that the same object can be a part of more than one model, and that a change to this object will be reflected in all of the models. This is one of the strengths of 2c8 Modeling Tool compared to simpler drawing tools, but can lead to some confusion if you have not understood this.

Symbol

When you place an object in a model it is represented by a symbol. All the object's data such as its title, description and documents belong to the object itself and will therefore be the same regardless of which model the object is shown in. The appearance of the symbol on the other hand can be changed without having the changes show in other models where the object is used. The symbol's size, position, color and font settings are all examples of settings that only affects the appearance of the symbol and not the object itself.

3.1 Repository manager

The first window shown when the program starts is the repository manager. It shows tabs for the available data sources where repositories can be read from. These can be repositories stored locally on your computer or on one or more shared servers.

3.2 Workspace

When you open a repository (workspace) to work in it another view is shown. This view is customized for creating and editing data in a repository and has four main parts: the menu bar, the navigation bar, the editing view and the status bar.

3.2.1 Menu bar

The menu bar contains basic functions for a repository divided into a number of sub menus.

File	Options for creating and opening models, close opened models, export/import models and closing the workspace.

Tools

Options for publishing models and managing languages, color profiles etc. This menu also provides access to the application settings.

Show	Options that affect the user interface.

Help	Help and support together with information about the application and the license used to run it.

3.2.2 Navigation bar

On the left side is a navigation bar where only one panel at a time can be active. The panels available can differ somewhat given which extensions to the program are currently installed. By dragging the divider under the currently active panel you can control the number of panels showing. The remaining panels will be shown as small icons at the bottom.

By clicking the gear at the bottom right corner you can hide panels completely if you are not using them. You can also change the order of the panels under »Navigation bar settings«

You can hide the navigation bar in order to get more room for modeling by choosing »Show/Show navigation bar« in the menu. You can also use the keyboard shortcut »Ctrl+H«.

3.2.3 Editing view

The editing view contains a number of tabs for editing data in a repository, most commonly models. When a model is opened it is shown in a new tab in the editing view. Some other data types such as lists are also opened in tabs such as these.

When you open a workspace the first tab shown is a start page that provides easy access to common functions and help and support. You can also open recently opened models and see the same news feed as on the repository manager start page.

The second tab is a browser view which can be used for finding content in the repository and performing actions on the results. This is covered in the chapter Browser

3.2.4 Status bar

The status bar is used to show the current user, repository and currently active language (see Languages). It can also be used to show ongoing tasks that are performed in the background.

The repository manager is the first window shown when the application is started. By default a start page is shown together with a tab showing repositories that are stored locally on disk.

4.1 Start page

When the application is started a start page is shown that provides easy access to common functions and the most recently opened repositories.

Recent repositories

Provides a shortcut to create a new repository and links for directly opening the most recently opened repositories.

Help and support

Shortcuts for getting help and support. Provides a link to this guide and links for showing instructional videos available online. You can also get a list of the available keyboard shortcuts and information about how to contact us at 2conciliate for support.

News feed

To the right you can see a news feed with recent news from 2conciliate. If your company has chosen to connect your own news feed to the license key then this will be shown below the news from 2conciliate.

4.2 Repository tables

To the right of the start page there are one or more tabs containing tables with repositories from different data sources. Each row in the table shows information about a repository and has the following columns:

• The name of the repository
• Number of models
• Which versions a repository can be opened in. If you try to open a repository from an earlier version you will be able to choose whether to upgrade it to the current version. Note that after this is done you will no longer be able to open it in earlier versions of the application.
• The date when the repository was created.
• The date when the latest change to the repository was made.

4.3 Creating a new repository

Before you can start creating models you have to create at least one repository. You do this in one of the following ways.

• Choose »Create repository« from the start page.
• Choose »File/Create repository...« from the menu.
• Click the »Create repository...« button in the toolbar.
• Right click the empty area of the repository table and choose»Create repository...«

First enter a name for the new repository. Then choose if it should be an empty repository. This is the default selection and creates a new repository without any models. For an empty repository you also have the option of choosing a repository configuration. The configuration controls the available content in the repository, such as the set of available model types and object types. The standard configuration allows all model types and symbol types but puts some restrictions on which object types can be placed in which model types. If you do not want any restrictions you can choose »Extended configuration«.

If you have access to an export file created from another repository you can choose to create the repository from this export file instead. A new repository will be created and all its content will be imported into the new repository. You do not need to chose a configuration since this is included in the export file.

If you are working against a server you might not have sufficient permissions to create new repositories, see Permissions.

4.4 Open a repository

To start creating models you first need to open the repository you wish to work in. You do this in one of the following ways:

• Select a repository and choose»File/Open repository« from the menu.
• Select a repository and click the »Open repository« button in the toolbar.
• Right click a repository and choose »Open repository«.
• Double click a repository.

When a repository is opened the repository manager is closed and the editing view is opened. If there are more than one unlocked workspace in the repository the editor for workspaces will be shown instead, letting you choose which workspace to open (see Workspaces and archives).

4.5 Rename a repository

You can rename a repository at any time as long as there are no other repositories with the name you wish to change to. You do this in one of the following ways:

• Select a repository and choose »Edit/Rename repository«from the menu.
• Select a repository and click the »Rename repository...« button in the toolbar.
• Right click a repository and choose »Rename repository...«.

If you are working against a server you might not have sufficient permissions to rename repositories, see Permissions.

4.6 Remove repositories

You can remove one or more repositories permanently in one of the following ways:

• Select repositories and choose »Edit/Remove repositories...« from the menu.
• Select repositories and click the »Remove repositories...« button in the toolbar.
• Right click a repository and choose »Remove repositories...«.

If you are working against a server you might not have sufficient permissions to remove repositories, see Permissions.

4.7 Refresh view

You can click the »Refresh view« button in the toolbar to refresh the list of repositories from the data source. This is mostly useful when working against a server where other users might have done changes since the list of repositories was loaded.

4.8 Folder view

The folder view makes it easier to organise your repositories by creating folders and sub folders that repositories can be placed in. To enable or disable folder view you click the »Folder view on/off« button in the toolbar. To move a repository between folders drag it and drop it in the new folder.

4.8.1 Creating a folder

There is a number of ways to create new folders. Regardless of which way you choose the new folder will be created under the currently selected folder. If no folder is selected the new folder will be created under the root folder.

• Choose »File/Create folder...« from the menu.
• Click the »Create folder...« button in the toolbar.
• Right click a folder and choose »Create folder...«

If you are working against a server you might not have sufficient permissions to create folders, see Permissions.

4.8.2 Rename a folder

You can rename a folder at any time as long as there is no other folder or repository with the same name as the new name. You do this in one of the following ways:

• Select a folder and choose »Edit/Rename folder...« from the menu.
• Select a folder and click the »Rename folder...« button in the toolbar.
• Right click a folder and choose »Rename folder...«.

If you are working against a server you might not have sufficient permissions to rename folders, see Permissions.

4.8.3 Remove a folder

There are more than one way to remove an existing folder. They all have in common that in order to remove a folder it cannot contain any repositories.

• Select a folder and choose »Edit/Remove folder...« from the menu.
• Select a folder and click the »Remove folder...« button in the toolbar.
• Right click a folder and choose »Remove folder...«

If you are working against a server you might not have sufficient permissions to remove folders, see Permissions.

4.9 Backup and restore repositories

When the view for local repositories is active you have the option of backing up and restoring repositories. To create a new backup file you choose »Tools/Backup repositories...« from the menu. Then choose which repositories you wish to include in the backup file.

To restore repositories from a backup file you choose »Tools/Restore repositories...«. When you have chosen the backup file you get to choose which repositories to restore. You can double click the repository name here to give it another name when it is restored.

The application includes a demo repository containing a few models that demonstrates common uses of some of the model types. To read this repository back when it is not in the list you choose »Tools/Restore demo repository« from the menu.

4.10 Login and logout on server

In views where the data source is a server the repository table will be replaced with a login screen for connecting to the server. Once logged on the repository table for that server will be shown. The toolbar has a button for disconnecting from the server and returning to the login screen.

4.11 Help menu

The menu »Help« contains information about the application and your license activation. It also contains options for getting help and support.

User guide

Opens this guide.

Shortcuts

Shows available keyboard shortcuts that can be used in the application.

Support

Shows information about how to contact us at 2conciliate for support.

System requirements

Opens a document describing the system requirements of the product.

License key

The license key for 2c8 Modeling Tool is made up of a string of numbers and is unique to a company. Each user makes a unique activation of this license key with name, email address etc. Here you can see the information available about both the key and your unique activation.

About

Shows information about the application such as the current version.

Documentation for extensions

If you have installed extensions that come with their own documentation links then this documentation will also be shown in the help menu.

The browser views in 2c8 Modeling Tool are used to search for content in a repository, and to perform actions on the results. Next to the »home« tab there is a search tab that is pinned in place. This can be used to quickly search for any kind of data in the repository. Searches that are performed often can be saved as lists that are always available in the »Lists« sidebar. There is also a »Browser« sidebar that contains predefined lists.

5.1 Browser sidebar

The browser sidebar contains predefined lists for all different content types. These list all of the available content of a given type in the repository. In addition to these there are two lists that are customized for specific applications:

The »Trash can« list shows all objects that are not used in any models, and raises the priority of the remove action. This makes it easy to quickly find and remove objects that are no longer in use.

The »Workflow« list will be available if you are connected to a server and workflow is enabled (see Workflow). It lists all of the models in the repository, with maintainers, reviewers and approvers added as columns in the result. It also raises the priority of actions for setting the workflow responsibility for models. This replaces the workflow matrix in previous versions as the number one way to manage workflow. If you liked the overview of the workflow matrix you can still create a similar custom matrix that shows the workflow responsibility for all models in the repository (see Matrices).

Note that the lists available in the browser sidebar can never be overwritten. You can however open the list, make changes to it and copy it to a new list that can later be found in the »Lists« sidebar.

The default action when double-clicking a list in the browser sidebar is to open the result in the search tab. You can also click the icon at the right of the list row to view the results directly in the sidebar. This will show the results of executing the list together with a few selected actions that can be performed directly from the sidebar. The same functionality is available in the »Lists« sidebar. Finally if you have a list that is used frequently you can right-click it and choose »Pin to sidebar«. This list will now be added as its own sidebar that is always available when you open the repository.

5.2 Search view

The search view is shown when opening the search tab, opening a predefined list or opening a custom list from the »Lists« sidebar. It consists of three parts: a toolbar with actions, a set of filters that determines the result and a result view that shows the resulting data. For predefined lists the filter components is shown directly when opening the list. For custom lists the toolbar contains an »Edit« action that is used to edit the filter settings and title of the list.

5.2.1 Toolbar actions

The actions are divided into two sections, one for actions relevant to the list itself and one for actions that can be performed on the list results.

The list actions are:

Refresh

Refreshes the results based on the current filters. Note that the list will be automatically updated when the filters change, but this might still be needed in some cases, for example when other users have made changes to the data remotely.

Reset

Resets the lists to an unedited state. A predefined list will be reset to its default state if changes have been made. A custom list will be reset to the last state where it was saved. The search tab will default to listing all the objects in the repository without filters.

Copy to list

This is shown for predefined lists and lets you copy the current filter settings to a new list in the repository.

Edit	This is shown for custom lists and lets you edit the title and filter settings of the list.

The result actions differ between the different types of data that can be listed. All of these actions are described in the relevant chapters for the corresponding data types, see for example Model browser actions and Object browser actions. Most of the actions will require that you select one or more rows from the result set and then apply the actions to this selection. There is also a priority order on the actions. The high priority actions are always shown in the toolbar, to see the remaining ones you can click the »More actions« arrow. All of the actions in the toolbar can also be accessed by right-clicking a selection in the result view.

5.2.2 Filters

In its default state a list shows all of the content of a given type. You then apply filters to narrow the results down. The available filters are based on the type of content being listed. All filters are described in the relevant chapters for the corresponding data types, see for example Model browser filters and Object browser filters.

There are a few filters that are common to almost all types of lists:

Title filter

The first filter in the search view is a text field that filters out rows where the title contains the text entered.

Type filter

The next filter determines the type of the content being listed, for example models or objects. Note that this filter is not available for lists from the browser sidebar, where the type is predefined. Some high-priority filters will be shown directly in the filter section of the search view, and the rest can be added by clicking the new filter button.

In previous versions of 2c8 Modeling Tool lists were created by describing relations between objects in models. These types of lists can still be created by using the filter »Relations« for lists of type »Models«, »Objects« or »Document links«. See the chapter Relation filters and custom relations for more information about this filter type and how to create custom relations between objects.

5.2.3 Result view

The results of the current filters is shown in the result view. Each row shows an entity that matches all of the filters. You can choose which columns to show by using the column drop-down at the right side of the result view. There is a set of predefined columns available for each result type, and for models and objects any custom field types can also be shown.

In addition to the actions in the toolbar, for most result types the title can be edited directly in the result view. Select a row by clicking the title and then press F2 or click once more to start editing the title.

5.3 List sidebar

The list sidebar behaves much the same as the browser sidebar, but it shows all custom lists that have been saved from browser selections. The list bar differs in that there are a few actions available in the toolbar:

Create list

Creates a new list that by default lists all objects. This can then be edited to a custom selection and saved as a new list.

Remove lists

Removes the currently selected lists.

Copy list

If you need to create a new list based on an existing list without editing the existing one you can select a list and create a copy of it. A new list will be created with the same filter settings as the copied one.

Refresh

Refreshes the lists, in case lists have been added, edited or removed remotely.

The main purpose of 2c8 Modeling Tool is to create and publish business models. This chapter shows you how to create and work with models in 2c8 Modeling Tool.

6.1 Models sidebar

All the models in a workspace are shown in a panel in the navigation bar.

Each model type has a node in the tree that contains all available models of that type, sorted by name. If there are breakdowns from a model to other models and the setting to »Show breakdowns« (gearweel in the right hand corner) is enabled you can follow these by navigating »down« in the tree (see Breakdowns). A side-effect of this behavior is that the same model might occur at multiple locations in the tree.

6.2 Create new model

There are more than one way to create a new model in 2c8 Modeling Tool:

• Choose »File/New model...« from the menu.
• Use the keyboard shortcut »Ctrl+N«.
• Right click a model type in the tree and choose »Create new model«.

When you create a new model you get to choose the type of model and give it a name. If you created the model by right clicking a type in the tree this type will be preselected. When the model has been created it is opened for editing in a new tab in the editing view.

6.3 Open a model

To open an existing model you can double click it in the tree or right click and choose »Open«. If you do not know where the model is in the tree you can also open it by choosing »File/Open model...« from the menu or use the keyboard shortcut »Ctrl+O«. This will show a new window listing all available models. Filter the list by entering a part of the model name and then open the model by selecting it and clicking »OK«, double clicking it or pressing »Enter«.

6.4 Rename a model

To rename a model you right click it in the tree and choose »Rename«. Then enter the new model title.

6.5 Change model type

To change the type of a model you right click it in the tree and choose »Change type«. The sub-menu shows all types that this model type can be changed to.

6.6 Remove a model

To remove a model from the workspace you right click it in the tree and choose »Remove«. Optionally you can choose to also remove any objects in the model that are no longer used in any models.

6.7 Edit a model

When you open a model it is shown in the editing view. The editing view consists of a toolbar and a modeling area. The toolbar has buttons for common functions together with buttons for placing the available object types and relation types in the model. The modeling area shows the graphical representation of the model, consisting of symbols and relations between these. All changes made to the model are saved automatically so you never have to worry about manually saving your changes.

6.7.1 Add symbols

To create a new object and add it to the model you choose one of the object types from the toolbar and click somewhere in the model. You can also use the number buttons 0-9 on your keyboard to quickly choose a type based on its position in the toolbar. Pressing the same button multiple times will toggle between the available types within a group. When you have entered a title for the new object in the popup you click somewhere outside it or press »Enter«. The object is created and a new symbol is created for it and placed in the model.

You can also add a new symbol for an existing object. Start by adding it the same way as a new object. When you start entering the title of the object you will get a list of objects matching this title. If you choose one of the objects in the list this object will be reused instead of creating a new one.

6.7.1.1 Quickdraw

If »QuickDraw« has been enabled in the toolbar then there is a quicker way to build a model from its existing symbols. When you hover with the mouse above one of the symbols in the model you can see arrows appearing in the directions where the program has suggested relations available. Move the mouse above one of the arrows to see the suggested object types to place in this direction. When you click one of them and enter a title a new object of this type will be created.

The new symbol is placed at a fixed distance from the source symbol in the correct direction and a new relation of the recommended type is created to it.

You can also use the keyboard shortcuts for Quickdraw. Use »Ctrl+arrow keys« to move the selection and then »Ctrl+Shift+arrow keys« to add a new symbol in a given direction. Press multiple times to toggle between the recommended types in that direction.

6.7.1.2 Add multiple symbols

You can add multiple objects at once by choosing a type and then clicking and dragging across an area in the model. The popup that shows lets you enter a title and suggests how many symbols to place, based on the default size of the symbol type and the size of the area.

6.7.1.3 Fill

The »Fill« function lets you automatically place symbols and relations between two existing symbols. The function is only available in certain model types and between certain object types. For example, in a process model you can select two business objects, right click and choose »Fill« to add in-between activities and business objects. The number of created objects is based on the distance between the selected symbols.

6.7.2 Add relations

To add a new relation between two symbols you choose »Relation (R)« in the toolbar and click the symbol you wish the relation to start from. You then click the other symbol to create the relation. You can also click the empty area of the model to control the way the relation takes by adding new control points.

You can create relations from one symbol to multiple others with one operation. Just click the »start« symbol and then click and drag around all the »end« symbols. The new relations will automatically get the recommended types.

6.7.3 Select symbols and relations

All editing of symbols and relations are based on the current selection. There is a number of ways to control which symbols and relations that are part of the current selection:

• Click on a symbol or relation to select this and deselect everything else.
• Drag around an area to select everything within it.
• Press »Shift« while selecting to add or remove symbols and relations to/from the selectionl.
• Use »Ctrl+arrow keys« to change selection based on direction in the model. This only works when a single symbol is selected.
• Use »Ctrl+A« to select everything.
• Click somewhere in the model to deselect everything.

6.7.4 Remove symbols and relations

To remove symbols and relations you select them and do one of the following:

• Click the »Remove« button in the toolbar.
• Right click the selection and choose »Remove«.
• Press »Delete« on the keyboard.

Note that only the symbols and relations will be removed and not the objects. You can add new symbols and relations using the same objects but you will loose any appearance settings that was made to the old symbols and relations.

6.7.5 Edit symbols

This section covers the different ways you can edit a symbol in the model. Most settings affects only the symbol and not the underlying object, but some of them will affect the object as well and could thereby have effect on other models as well.

6.7.5.1 Size and position

To move a selection you drag it with the mouse. If you drag in one of the corners of the selection you will resize the symbols instead. You can also move the selection by using the arrow keys on the keyboard. Hold »Shift« down to move the selection one pixel at a time for finer control of the placement.

6.7.5.2 Title and font

To change the title of an object you can double click the symbol, right click it and choose »Edit label«, or use the keyboard shortcut »F2«. If you click the arrow at the right side of the title popup you can also change the font and color of the text. Note that the title is an object setting which will affect all models where the object is used, while the font settings will only affect the currently selected symbol.

A list of matching objects will be shown when you edit the title in the same way as when you add a new object. You can select an object in the list to switch to another object instead of renaming the current one. The old object will still exist and you can place a new symbol for it later in the current model or in another model.

To change the size and position of the label you press »Ctrl« on the keyboard and then position and resize it the same way you would a selected symbol.

6.7.5.3 Set default size

Each object type has a standard size. To reset symbols to their standard size you right click them and choose »Set default size«.

6.7.5.4 Constrain proportions

By right clicking a symbol and choosing »Constrain proportions« you can make sure that the width to height ratio of the symbol remains constant when the symbol is resized. You can also get this behavior temporarily by holding »Shift« down when resizing symbols.

6.7.5.5 Center align label

The label of a symbol can be moved and resized independently of the symbol. By right clicking the symbol and choosing »Center align label« you can keep the text centered within the symbol. It will keep centered as long as you do not manually move or resize the label.

6.7.5.6 Show label

By right clicking and choosing »Show label« you can hide or show the label for a symbol. This can be used in cases where for some reason you do not wish to see the title directly in the model. This is better than setting an empty title since this makes the object difficult to find and tell apart from other objects when searching for it in other parts of the application.

6.7.5.7 Appearance

By right clicking a symbol and choosing »Appearance« you can change the color and border of a single symbol.

Default colors

Use the default colors.

Choose a color

Sets a single color on the symbol. This will remove all color gradients and can make the symbol look flat.

Shift color components

Shifts the hue, saturation and brightness of the colors based on the original colors of the symbol. This choice keeps all gradients and therefore looks better than setting a single color, but it can be tricky to get the correct result.

Border

You can set a border for a symbol by choosing a stroke type, stroke width and stroke color.

6.7.5.8 Image

If you wish to you can replace the default appearance of a symbol with an image. Right click the symbol and choose »Image«. In the popup shown you can see the images available in the repository. You can create new images by clicking the browse button or by dragging image files from the file explorer. You can also use the button for pasting from the clipboard if you have previously copied an image from somewhere else. When you have selected the image to use for the symbol you can use the »Set default size« function to set the correct size of the symbol based on the image size.

6.7.5.9 Show symbol as frame

By using this setting you can make individual symbols in the model act as »frames« that can contain other symbols and have automatic relations created to the contained symbols. This behaves in the same way as swimlane models, see Swimlane models.

6.7.5.10 Order

When right clicking a symbol the sub menu »Order« contains options for controlling the depth order of selected symbols, i.e. the drawing order of the symbols. The figure below shows three symbols »A«, »B« and »C«. If you select »A« and choose »Move forward« the symbol will be placed between »B« and »C«. If you instead choose »Move to front« it will be placed above both of the other symbols. The options »Move backwards« and »Move to back« work in the same way but in the opposite direction.

6.7.5.11 Freeze

Sometimes it can be useful to lock symbols in order not to move them by mistake. One common use case is to use one symbol as a »background« for other symbols. In these cases you do not wish to be able to create relations to the background symbol since this makes it impossible to create control points between the symbols on top of it. A frozen symbol behaves like it did not exist in the model with the exception of selecting it and a few operations that can be performed on frozen symbols. When a frozen symbol is selected it is indicated with a blue border. To freeze one or more symbols you select them, right click and choose »Freeze« or use the keyboard shortcut »Ctrl+F«. Do the same again to unfreeze the symbols.

Note that freezing symbols will affect the published models as well. As long as the symbol is frozen you will not be able to select it and get information about the object in the published web pages.

6.7.5.12 Holder

When you place symbols above other symbols it can be useful to be able to move all symbols as a group. In these cases you can choose the underlying symbol, right click it and choose »Holder«. When a holder symbol is moved all symbols that lies within its bounds will be moved as well.

6.7.5.13 Set/remove model as home

Since an object can exist in multiple models it can be useful to be able to designate one model as the »home« of the object. You do this by right clicking it and choosing »Set model as home« or »Remove model as home«. The ownership is used by the application whenever a single model is needed as a context for an object. One example is the published web pages where the only way to show information about an object is to open a model which the object is a part of. If a model has been designated as the »home« of the object then this model is the one that will be opened when clicking a link to the object. If no home model has been set then one of the models will be opened but which one it will be is undefined.

6.7.5.14 Change object type

You can change the type of an object by right clicking it and choosing »Change object type...« or by using the keyboard shortcut »X«. This is a change of the object and will therefore affect all models which it belongs to. Since different object types have different appearances it might look strange in other models if you have created relations to the symbols that now gets a new type. For this reason it is always a good idea to right click the symbol and take a look under »Participates in« to see which other models this object is used in. If you open these models you can see if any changes need to be made after changing the object type.

In the popup shown when changing the type you can see the types you can change to. At the top you can see the types within the same »group«, followed by all other types. In some cases such as in the example below with »individual« you only change between different alternative appearances of the same object type, i.e. the type is still »individual« but the appearance can be switched between a woman and a man.

6.7.6 Edit relations

A relation is always drawn between two symbols and the appearance of the relation is determined by a number of control points placed along its path. When you publish models to the web you can see the relations that objects have to other objects, regardless of whether you are in the model that has the relation or not. You can also create lists and custom relations that use the relations to describe more complex relations between objects (see Relation filters and custom relations).

6.7.6.1 Control points

A relation is defined by its control points. The points divide the relation into one or more segments. Every time you select a relation you actually select a specific segment of the relation. You can then drag the segment with the mouse or move it with the arrow keys on the keyboard. If you move the first or last segment then new control points will automatically be created when needed.

You can also drag a single control point to move it. This will move both of the segments at that control point.

To manually add a control point you right click somewhere on a segment and choose »Add control point«. Two control points will be added, one where you clicked and one extra to still be able to draw the relation correctly. You can then drag the newly created segments to make the relation look the way you want to.

You can clear the current control points and reset them to default ones by right clicking the relation and choosing »Clear control points« or by using the keyboard shortcut »Ctrl+Alt+C«.

To align segments that are close to each other you can select the symbols that the relations are connected to and press »Space«.

6.7.6.2 Title and font

To edit the title of a relation you either double click the label, right click the relation and select »Edit label« or use the keyboard shortcut »F2«. If you click the arrow to the right in the popup shown you can also edit the font and text color of the relation label.

To edit the size and position of the label you press »Ctrl« and click the label. You can then change the size and position in the same way as for a symbol. If the relation does not have a title you can select the relation to see where the label is, it will be drawn as part of the selection.

6.7.6.3 Appearance

Under »Appearance« you can change the appearance of the relation by choosing line type, width and color.

6.7.6.4 Change relation type

To change the type of a relation you right click the relation and choose »Change relationship type...«. You can also use the keyboard shortcut »X«. The popup shown is the same that is used to edit the title but lets you choose type as well. The recommended types are shown at the top followed by all other types available in the model.

6.7.6.5 Reverse direction

By right clicking a relation and choosing »Reverse direction« you can reverse the direction of the relation, making it start in the current »end« symbol and end in the current »start« symbol.

6.7.6.6 Show or hide arrows

If you do not wish to show the arrow(s) at the ends of a relation you can right click it and deselect »Show arrow«.

6.7.6.7 Rotate label along relation

By toggling the »Rotate label along relation« option you can control how the text is laid out along the relation. If this option is active the text will be drawn vertically when close to vertical segments, otherwise it will always be drawn horizontally.

6.7.7 Align symbols

When you have selected multiple symbols you can right click the selection and choose »Align...« or use the shortcut »A«. The popup shown contains options that align the symbols in the selection in some way in reference to a »start« symbol. You can see which of the selected symbols is the start symbol on the color of the selection. Many of these alignment options also have keyboard shortcuts that are shown next to the options.

Auto adjust

The application will try to adjust the position of the symbols according to their current position. If you place symbols in a somewhat straight horizontal line they will be adjusted to a straight line, and the same way for vertical lines.

Horizontal line

Places symbols with their center points on a horizontal line.

Vertical line

Places symbols with their center points on a vertical line.

Left edge

Places the left edges of the symbols along a vertical line.

Right edge

Places the right edges of the symbols along a vertical line.

Top edge

Places the top edges of the symbols along a horizontal line.

Bottom edge

Places the bottom edges of the symbols along a horizontal line.

Same horizontal spacing

Moves symbols that lie on a horizontal line so that the distance between each symbol is the same.

Same vertical spacing

Moves symbols that lie on a vertical line so that the distance between each symbol is the same.

Same size

Makes all symbols the same size.

Same width

Makes all symbols the same width

Same height

Makes all symbols the same height.

Same font and color

Makes all symbol labels the same font and text color.

Same position and size

Changes the position and size of the labels so that they all have the same position and size relative to their symbols.

Same appearance

Sets the same color and border settings on all symbols.

6.7.8 Copy, cut and paste

The choices for copying, cutting and pasting are available both in the context menu and in the toolbar. You can also use the shortcuts »Ctrl+C«, »Ctrl+X« and »Ctrl+V«. When you paste copied or cut material into a model you create new symbols and relations pointing to the same objects. If you wish to create completely new copies (new objects) instead you can choose »Paste as copy« instead (»Ctrl+Shift+V«).

The plain copy is mostly used to copy symbols and relations between models in the same repository. If you want to copy a selection to an image to paste into another application you can choose »Copy as image« instead. You get three different choices for the format of the image added to the clipboard:

Copy image with improved quality

The image looks better on screen and in print but has a white background. Use this when pasting onto a white background where you cannot see the edges.

Copy image with transparent background

The image will have a transparent background but the image quality might be somewhat worse. Use this when pasting on top of other material or when the background is not white.

Copy image in vector format

The image is saved in a vector format. Not all applications can read this format and you might have to find a special command for importing it correctly. The advantage of the vector format is that the image can be resized without losing image quality, much like the models in 2c8 Modeling Tool which are also drawn in a vector format.

6.7.9 Breakdowns

To navigate between models in 2c8 Modeling Tools you can create breakdowns to other models from objects or relations. To create a new breakdown you right click the symbol or relation and choose »Create new« under the menu for breakdowns. You can choose to create a completely new model that will get the same name as the symbol you are breaking down from, or to create the breakdown to an already existing model.

If there are current breakdowns from the symbol or relation these will also be shown in the menu. You can choose to open the model in question or to remove the breakdown. If a symbol only has one breakdown you can also follow it and open the model by selecting the symbol and pressing »Enter«.

6.7.10 Text objects and web components

There are two types of objects that behaves somewhat differently from the other types. One of them is the text object which is used to show text in the model. When you create a text object you give it a title but it is not the title that is shown in the model but instead the object's description (see Descriptions and fields). The description can contain formatted text, images and links to other objects and models. For text objects there is also two new options in the context menu for setting the background color and border color of the text object.

The other special object is the web component. When you place a web component in a model it will only be shown as a border and an icon. Through the object properties you can then specify what to show in the web component when publishing as web pages. It could be another web page or an embedded movie clip from YouTube. For more information about these settings see Web component.

6.7.11 Zoom

To zoom in or out in a model you press »Ctrl+Plus« or »Ctrl+Minus« on the keyboard or press »Ctrl« and use the mouse wheel. The model will zoom around the current location of the mouse pointer in the model. To reset the zoom level to 100% use the keyboard shortcut »Z«. You can also use the zoom control in the toolbar to control the current zoom level.

6.7.12 Snap

Under View settings there is an option for activating the snap function. This automatically shows support lines for aligning symbols to other symbols in the model.

6.7.13 Grid

Under View settings there is an option for activating the grid. When the grid is active you can see it as little gray dots in the background of the model, and symbols being moved will have their positions locked to the grid. This makes it easy to place symbols in straight lines without having to use the align functions.

If you right click a selection you can choose the option »Align to grid (ctrl+G)«. All the symbols in the selection will have their positions locked to the grid at a position that is as close as possible to the current position.

Note that you can use either snap or grid but not both at the same time. It is generally recommended to use snap for easier modeling, but the grid can be useful when you need to place objects at exact positions in the model.

6.7.14 Margins

Under View settings there is an option for toggling margins in the model. You can choose to activate the margins and which format they should have. They will then be shown in the model as an indication of how large you can make the model before printing it or publishing it as web pages.

6.7.15 Undo/redo

Most of the operations you make in the modeling editor can be undone and redone by using the »Undo« and »Redo« buttons in the toolbar or by using the shortcuts »Ctrl+Z« and »Ctrl+Y«. The exception is operations that affects other models as well, such as »Make owner« and »Change object type«.

6.7.16 Refresh model

The toolbar contains a button that refreshes the model from the data source. This is mostly useful in server environments where other users might have done changes since the model was last loaded. You can also use the keyboard shortcut »F5« to refresh the model.

6.7.17 View settings

The toolbar contains a button showing settings for the modeling view. This lets you edit the following settings:

Snap	Activates the snap function.

Grid	Shows the grid.

Margins

Shows margins and lets you choose their size.

Shadows on symbols

Draws shadows on the symbols in the model.

Border around owning symbols

Shows a border on symbols that are "owner" of their objects.

You can also choose which decorations to show in the model:

Object tooltips in the toolbar

Shows descriptions for the object types in the toolbar.

Shortcuts

Shows shortcuts for description and documents when hovering above a symbol.

Translation status

Shows an icon for untranslated labels.

Prefix

Shows a badge with the prefix for symbols that have a prefix.

6.8 Properties sidebar

The navigation bar has a panel called »Properties«. When a model is open it shows information about the currently selected object. If no object is selected information about the model will be shown instead. The following properties can be shown for an object:

Title

The object's title and editing status.

Descriptions and fields

Descriptions and fields set on the object.

Documents

Documents connected to the object.

Responsible for

Any documents which the object has been designated as responsible for.

Relationships

Relations to other objects in the workspace.

Participates in

Which models the object is used in.

Version

Version history and log.

Owner and group

Shows the owner's owner and group and when it was created and last edited.

Permissions

Shows the permission flags that controls which users can read and write the object.

Custom relationships

Shows the result of any custom relations created for the object.

6.9 Swimlane models

There is one standard model type that behaves differently from other models in 2c8 Modeling Tool and this is the swimlane model. In a swimlane model some object types are shown as »swimlanes«. When you create a new swimlane model you get to choose the object types that will be swimlanes and which types to automatically create relations to when symbols are placed within the swimlanes.

In the example above all positions will be drawn as swimlanes and if you place an activity or a process within the swimlane a relation of type »Accountable - RACI« will automatically be created from the swimlane to the activity/process. The relation will not be visible in the model but is equal to other relations in all other ways. It will be visible in the object properties and can be used to create lists etc.

6.10 Model browser filters

This section describes all available filters when searching for models. There will also be filters available for field types connected to models.

Model type: Models of selected types.

Workflow state: Models in selected workflow states.

Relations: Filters out models based on relations within the models. This corresponds with the way lists were created in previous versions of 2c8 Modeling Tool (see Relation filters and custom relations).

Maintainer/Reviewer/Approver: Selects model based on workflow responsibility. Select one or more users to filter out models where one of the users have the given workflow role. Use the options »No maintainer«, »No reviewer« and »No approver« to include models where the role has not been assigned.

Current selection: Selects the models that are currently selected in the result view.

Breakdowns from current selection: Selects the tree of models that can be reached by starting at one of the currently selected models in the result set and following breakdowns.

Changed since: Models with changes made after a given date.

Not translated: Models that are marked as not translated in at least one language.

Creator: Models with one of the selected users set as creator.

Owner: Models with one of the selected users set as owner.

Last modified by: Models that were last modified by one of the selected users.

Group: Models belonging to one of the selected groups.

6.11 Model browser actions

This section describes all actions that can be performed on the results when browsing for models.

Rename: Renames the selected model. This can also be achieved by pressing F2 or clicking the selected model once more.

Model properties: Opens the properties editor for the model.

Create new model: Creates a new model.

Set field values: Sets values for fields on selected models.

Search/replace: Searches for and replaces text in the titles of selected models. If no selection has been made the search/replace will be performed on the entire result set.

Remove selected: Removes the selected models from the workspace.

Export: Exports the selected models to a file.

Version history: Opens the version history of the model in a new tab.

Show subset: Opens a new browser view that shows the tree of models that can be reached by following breakdowns from the currently selected models.

Show objects: Opens a new browser view that shows all objects that are used in any of the currently selected models.

Set maintainers/reviewers/approvers: Sets users responsible for workflow management for the selected models.

Set owner/group/permissions: Sets the owner, group and permissions to the same values on selected models. These are all used to control read/write permissions in the repository.

Restore removed models: Shows a list of models that were previously removed from the workspace, and lets you restore them if necessary.

6.12 Object browser filters

This section describes all available filters when searching for objects. There will also be filters available for field types connected to objects

Object type: Objects of selected types.

Unused objects: Objects that are not used in any models.

Relations: Filters out objects based on relations within models. This corresponds with the way lists were created in previous versions of 2c8 Modeling Tool (see Relation filters and custom relations).

Field types: Selects objects with existing values for selected field types.

Field data types: Selects objects with existing values of selected data types, e.g. »Number«.

Current selection: Selects the objects that are currently selected in the result view.

In chosen models: Selects objects that are used in one of the selected models.

Changed since: Objects with changes made after a given date.

Not translated: Objects that are marked as not translated in at least one language.

No home model: Objects that has no home model set.

Creator: Objects with one of the selected users set as creator.

Owner: Objects with one of the selected users set as owner.

Last modified by: Objects that were last modified by one of the selected users.

Group: Objects belonging to one of the selected groups.

6.13 Object browser actions

This section describes all actions that can be performed on the results when browsing for objects.

Rename: Renames the selected object. This can also be achieved by pressing F2 or clicking the selected object once more.

Object properties: Opens the properties editor for the object.

Merge duplicate objects: Select two or more objects that are considered duplicates. In the list that is shown, select which one to keep. In all models where the other objects are used they will be replaced with the selected one, so that they can then be removed.

New object: Enter a title and select an object type to create a new object in the repository.

Set field values: Sets values for a field on selected objects.

Search/replace: Searches for and replaces text in the titles of selected objects. If no selection has been made the search/replace will be performed on the entire result set.

Remove selected: Removes the selected objects from the workspace. Note that objects cannot be removed if they are currently used in models.

Export: Exports the selected objects to a file.

Set owner/group/permissions: Sets the owner, group and permissions to the same values on selected objects. These are all used to control read/write permissions in the repository.

Most of the properties on models and objects that are not related to the appearance in the model can be managed in the properties dialog. There is a number of ways to open this dialog from various parts of the application, these are some of them:

• Right click in the model or on a symbol and choose »Properties...«
• Select a symbol and press »Ctrl+D«. If no symbol is selected the model properties will be opened.
• Right click a model in the navigator and choose »Properties«.

In many places in the application there are references to models and objects that can be double clicked. Generally it is the case that following a reference to a model will open it for editing while following a reference to an object will open the properties dialog.

The remainder of the chapter will only refer to the properties for objects to increase readability. The same properties are available for models as well if nothing else is explicitly mentioned.

7.1 Title

At the top you can change the object's title. This has the same effect as changing it from the model but here you cannot set the font and text color. The button to the right of the title field controls the translation status of the object. This is used when working with multiple languages in a repository to keep track of which objects have been translated. For more information about languages in 2c8 Modeling Tool see Languages.

7.2 Descriptions

An object can have one or more fields with the type formatted text. These are edited in the text editors under this tab. For more information about descriptions see Descriptions and fields.

7.3 Document links

This is where you connect document links to objects which can later be accessed from the published models. For more information about document management in 2c8 Modeling Tool see Document links.

7.4 Fields

Fields are tightly connected to descriptions. They work in the same way, the only difference is the type of value they have. Where descriptions can be long formatted text fields are shorter values such as »Cost« or »Risk level«, that can be input using a simple component such as a text field or a drop-down.

7.5 Version and identity

All objects in 2c8 Modeling Tool have a unique id that identifies the object. This is used for example to identify the object as the »same« object when exporting and importing objects between repositories even though the object can exist in different versions with different data. This id is generated automatically and looks something like »5b549de0-a9d0-11e2-9e96-0800200c9a66«. Sometimes it can be useful to have a more readable id and for this you can use the »ID for web« field. When you set an alternative id the object still retains its unique id but the alternative id is used for some functions such as generating file names when publishing models to web pages.

Objects can also have an optional prefix that is shown before the title of the object. The prefix is unique within the repository and can optionally be shown with a small badge on the symbols in a model. Note that the prefix is unique among models and among objects, but a model and an object can still have the same prefix.

If version management is enabled for the repository you can see settings for this at the top For more information about version management in 2c8 Modeling Tool see Workspaces and archives.

7.6 Permissions

When working against a server repository it can often be useful to be able to control access to the objects. This tab lets you set the permission settings that controls which users that can read and write the object. For more information about permissions see Permissions.

7.7 Participates in

This tab is only available for objects and shows which models the object is used in. Double click a model to open it. The model will be opened in a tab so you will have to close the properties dialog before being able to edit it.

7.8 RACI

This tab is only available for objects and is only shown for objects that has one or more relations of RACI type to other objects. The four relation types making up RACI is: »Responsible«, »Accountable«, »Consulted« and »Informed«. Double click one of the objects to open it in its own properties dialog. You will have to close the new dialog before being able to edit the original object again.

7.9 Web component

This tab will only be shown for web components and contains settings for what the web component should show when published to web pages. When you click the »Preview« button you can see the result in a panel. The built-in web browser is not a fullscale browser with support for CSS and Javascript so the result will be significantly different from the end result. However, you can still use the preview to test that the content is correct.

The »Image« option shows an image that can be fetched somewhere from the web. You paste the link to the image into the »Content« field. The »Image link« field can be used to provide a link that should be followed when the image is clicked in the published result.

The »Web page« option shows another web page directly in the model. If the web page being linked to is larger than the web component scroll bars will be shown to navigate within the external web page.

The »HTML« option lets you paste HTML code to show directly in the area where the web component is shown. A common use case for this is to show a movie clip in the model. If you open a clip on YouTube and check its sharing options it will let you copy a piece of HTML for embedding the content in other web pages. This HTML should be pasted into the content field in order to show the movie clip in the published models.

7.10 Swimlanes

This tab is only shown for swimlane models and contains settings for controlling the object types which will become swimlanes and which object types to create relations to (see Swimlane models).

2c8 Modeling Tool is not intended to replace a document management system. Instead you have the option of creating named links to documents in other systems or on shared network disks. It is also possible for third parties to write extensions to the application to be able to link directly to external document management systems.

If you still wish to use 2c8 Modeling Tool for simple document management you also have the option of creating documents directly in the application. The documents are created with the same editor as descriptions (see Edit fields), which means you can create formatted text, images and simple tables etc. It does not replace a complete word processor but in some cases in can be enough and in these cases it can be easier to keep the documents stored in the same system as the models.

8.1 Document editor

When you create or edit a document link an editor for the document is shown in a new window. You make changes to the document in one or more of the tabs and then press »OK« to save these changes. At any time you can press »Reset« to revert the changes you have currently made.

8.1.1 General

At the top you can edit the document title and its translation status. For more information about languages and translations in 2c8 Modeling Tool see Languages. You can also choose a different icon for the document if you do not wish to use the default one.

The »Responsible« control lets you designate an object as »responsible« for the document. The idea is to be able to set for example an individual from an organisation model as responsible for a document. In the published models you can then highlight the individual to see a list of the documents he/she is responsible for.

Under »Link« you enter the path to the document. You can use the »Test« and »Browse« buttons to test the document link and to find a document through the file browser.

The function »Show link in panel« can be used to show the content of a document directly in the published material, without opening a new window or application. This is most useful when the document links to another website with content that can be shown directly in the browser. You will also have to edit the web profile and choose a panel that should be used for showing document content.

The function »Copy file when publishing to web« can be used when publishing models containing links to local documents on your computer. When you publish the models on another computer you will no longer have access to these documents. If this option has been enabled the document will be copied into the publish directory when publishing. This can be a good solution for a small number of documents but generally it is a better idea to save documents in a shared location which everyone can access.

If you choose »Document« instead of »Link« you will create an »internal« document in 2c8 Modeling Tool. The content will be stored directly in the repository and you can edit it on the »Edit« tab.

8.1.2 Types

A document in 2c8 Modeling Tool can have one or more document types. In this view you set which types this document should have. You can also create new document types or remove existing ones.

8.1.3 Permissions

This tab shows information about the owner and group of the document together with the permission settings that control the users which can read and write the document in a server environment. For more information about permissions see Permissions.

8.1.4 Usages

Here you can see the models and objects the document has been connected to. Double click a model to open it in a tab, or an object to open its properties.

8.2 Document roots

Document roots can be used to create a common »root« for a collection of documents, for example a folder on a shared network location or a location on a web page. When you create a new document root you give it a name and a value.

When document roots are available these will show up as an option when editing documents. Choose a document root for the document and then just enter the path relative to this root, or choose »Browse« to browse relative to this path if the root is a file path.

The main advantage of using document roots is that it makes it easier to move documents to a new location. Instead of manually updating the path of each individual document you can just update the value of the document root. As long as the document names remains the same all the links to the new location should still work.

8.3 Connect documents to models and objects

The easiest way to connect documents to models and objects is to drag them from the browser (or a browser sidebar) and drop them on a model or objects in a model. You can also connect them through the »Documents« tab of the properties dialog. This view also lets you remove existing connections and reorder the connected documents.

8.4 Document browser filters

This section describes all available filters when searching for documents.

Document type: Documents with selected types. Select the option »No document type« to include documents with no type set.

Unused document links: Documents that are not connected to any models or objects.

Relations: Filters out documents based on relations with models. This corresponds with the way lists were created in previous versions of 2c8 Modeling Tool (see Relation filters and custom relations).

Document root: Documents with selected document roots.

Current selection: Selects the documents that are currently selected in the result view.

Changed since: Documents with changes made after a given date.

Not translated: Documents that are marked as not translated in at least one language.

Creator: Documents with one of the selected users set as creator.

Owner: Documents with one of the selected users set as owner.

Last modified by: Documents that were last modified by one of the selected users.

Group: Documents belonging to one of the selected groups.

8.5 Document browser actions

This section describes all actions that can be performed on the results when browsing for documents.

Rename: Renames the selected document. This can also be achieved by pressing F2 or clicking the selected document once more.

Document properties: Opens the properties editor for the document.

Open path Opens the link in the appropriate application, e.g. a web browser for a web link.

Create new document link: Opens the document editor for creating a new document.

Set document types: Sets selected document types on the currently selected documents.

Find duplicates: Finds duplicate document links that have the same path.

Search/replace: Searches for and replaces text in the titles of selected documents. If no selection has been made the search/replace will be performed on the entire result set.

Remove selected: Removes the selected documents from the repository.

Export: Exports the selected documents to a file.

Set icon: Sets the icon on selected documents.

Set document root: Sets a document root on selected documents.

Copy file when publishing to web: Enables or disables the option for copying documents when publishing, for the selected documents.

Show link in panel: Enables or disables the option for showing the content of a document in a panel when publishing, for the selected documents.

Check links: Scans the selected documents for invalid links. If no selection has been made, the entire result set will be scanned.

Match to document roots: Scans the selected documents, trying to find documents that could be using a document root. Documents with content that matches an exising document root are shown in a list, where you can replace the existing content with the appropriate document root.

Set owner/group/permissions: Sets the owner, group and permissions to the same values on selected objects. These are all used to control read/write permissions in the repository.

8.6 Document type browser filters

This section describes all available filters when searching for document types in the browser view.

Unused document types: Document types that have not been set on any document links.

Current selection: Selects the document types that are currently selected in the result view.

Changed since: Document types with changes made after a given date.

Not translated: Document types that are marked as not translated in at least one language.

8.7 Document type browser actions

This section describes all actions that can be performed on the results when browsing for document types.

Rename: Renames the selected document type. This can also be achieved by pressing F2 or clicking the selected document type once more.

Documents with selected types: Opens a new browser view that lists all documents that have any of the currently selected document types.

Create new document type: Creates a new document type.

Search/replace: Searches for and replaces text in the titles of selected document types. If no selection has been made the search/replace will be performed on the entire result set.

Remove selected: Removes the selected document types from the repository.

Export: Exports the selected document types to a file.

8.8 Document root browser filters

This section describes all available filters when searching for document roots in the browser view.

Unused document roots: Document roots that have not been used on any document links.

Changed since: Document roots with changes made after a given date.

8.9 Document root browser actions

This section describes all actions that can be performed on the results when browsing for document roots.

Rename: Renames the selected document roots. This can also be achieved by pressing F2 or clicking the selected document root once more.

Documents with selected roots: Opens a new browser view that lists all documents that are using one of the currently selected document roots.

Create new document root: Creates a new document root.

Search/replace: Searches for and replaces text in the titles of selected document roots. If no selection has been made the search/replace will be performed on the entire result set.

Remove selected: Removes the selected document roots from the repository. Note that removing roots that are used may lead to document links becoming invalid.

Export: Exports the selected document roots to a file.

The chapter Document links showed how to create links to external documents and simple internal document, and how to connect these documents to models and objects. If you want to connect data directly to a model or object you use descriptions and fields instead.

9.1 Types

2c8 Modeling Tool lets you create multiple data types and choose which object types they should apply to. By default there is one type called »Description« that is of type »Formatted text« and is connected to all object types. You can create new types and connect them to available object types through the browser.

Text	A single line of unformatted text.

Objects

Refers to an object of a given type in the repository.

Number

A number within a specified range and with an optional unit.

Formatted text

Formatted text saved as HTML which can contain tables, images etc.

Dropdown

A value chosen from a predefined list of values.

Checklist

One or more values chosen from a predefined list of values.

Relations

Shows for each object the result of a custom relation with that object as input.

9.2 Edit fields

All fields of type »Formatted text« for models and objects are edited in the tab »Description« of the properties dialog. There will be one text editor available for each type that is connected to the current object type. Most functions are recognizable from other simple text editors and so we will not cover all of them here.

Translation status

Used to manually keep track of translation status when working with multiple languages in a repository.

Insert image

Inserts an image that is stored in the repository. These are the same images used to replace a symbol's appearance with an image in a model.

Link properties

To create a link to a model, object or document from a description you select the text and choose Link properties. The window shown lets you choose from all available models, objects and documents in the repository.

Clear formatting

Clears the formatting of selected text.

All other fields are edited in the tab »Fields« where editors for all connected data types are shown in a single column.

When you have a model open in the editor you can also edit field values directly from this view by selecting »Show table« from the tool bar. In the table that is shown select an object type from the drop down to show all objects of this type in the table. The values for field types connected to these objects can now be edited directly in the table.

9.3 Description/field browser filters

This section describes all available filters when searching for descriptions and fields in the browser view.

Unused field types: Field types that have no values set for any models or objects.

Current selection: Selects the descriptions/fields that are currently selected in the result view.

Changed since: Descriptions/fields with changes made after a given date.

9.4 Description/field browser actions

This section describes all actions that can be performed on the results when browsing for descriptions and fields.

Rename: Renames the selected field types. This can also be achieved by pressing F2 or clicking the selected field type once more.

Connect to types: Chooses which types (models and object types) that the currently selected field types should be used for.

Set order: Sets the order in which to show the field types in cases where more than one type is connected to models/object types.

Create new field type: Creates a new field type.

Search/replace: Searches for and replaces text in the titles of selected field types. If no selection has been made the search/replace will be performed on the entire result set.

Remove selected: Removes the selected field types from the repository. Note that removing field types that are in use may cause data to be lost.

Export: Exports the selected field types to a file.

9.5 Status and categories

In earlier versions of 2c8 Modeling Tool you could set status and categories on models and objects. These have now been converted to the field types Status with the type Dropdown and Category with the type Checklist.

When you describe a business in detail there can be a lot of information, and often only some of it is necessary in order to »get the picture«. In these cases you can choose to use layers to control how the information is presented to the user. Layers are shown in the »Layers« panel of the navigation bar. When you have a model opened you can see the layers available for that model type and you can create new layers and edit or remove existing ones. Any new layer types created will be available for all models of the same type.

The order of the layers in the list controls which layer will be drawn »on top«. You can change the order by using the »Move up« and »Move down«. The exception is the background layer that always exists and will always be drawn behind other layers.

When you create a layer you get to give it a name and choose an icon from a predefined list of icons. You can also choose a set of object types to automatically place in this layer when they are placed in the model.

The example below shows a minimal process model for errand handling with targets connected to the activities. There is also a »Targets« layer but the target symbols are not yet in it. To move the symbols to the correct layer you select them, right click and choose »Move to layer/Targets«.

Next to the layer in the navigator panel is a button for toggling the layer between three states: »visible«, »hidden« and »semi transparent«.

When you create symbols and relations between them in different models you quickly end up with a large set of interconnected objects. These connections are often divided into different models and it can be hard to visualize these dependencies without having to jump between them. The examples below show some dependencies that might be interesting to display.

To solve these and similar problems 2c8 Modeling Tools provides the option of creating relation filters (see Filters) in the browser, and custom relations. The functions are very powerful and by experimenting with them you will discover new ways to use them that might not be covered in these sections.

11.1 When to use what?

Relation filters and custom relations behave very similar with the main difference that the result of a relation filter is static while the result of a custom relation is based on a currently »selected« object. You use filters when you want to list data from the workspace as a whole and custom relations when you want to list dependencies for an object based on its relations to other objects.

One example is a custom relation that lists all roles that performs a process. The result of the custom relation is all roles that performs the currently selected process. The corresponding filter on the other hand, would list all roles that performs some process in the workspace, any one.

11.2 Relations between objects

When working with relation filters it is important to remember that the result is based on relations between objects. This means that you cannot necessarily follow the chain of relations within a single model, the result can be based on a combination of relations in different models. The below example illustrates this with a filter that lists »All business objects that are results of an activity that in turn is consulted by a role«.

The result of running the filter is the object »espresso« even though the relations are in different models.

11.3 Creation of filters and custom relations

To create, edit and remove relation filters you use the Browser's filter function. To create, edit and remove custom relations you open the panel in the navigation bar called »Relations«.

11.4 Editing filters

When you create a new filter or choose to edit an existing one it will be opened in a popup together with the rest of the list. The filter will be saved when the list is saved.

This chapter will cover all functions in the relation editor with a focus on relation filters (as opposed to custom relations). It concludes with the differences in the user interface when working with custom relations (Custom relations).

11.4.1 Object filters

We start with showing how to edit object filters. Model filters and document filters differ somewhat in function and are therefore treated separately. At the top of the relation editor you choose which type of object you wish the filter to return. Click the type to select a different one. The filter in the figure below will return all processes in the workspace. The button »Add group« at the top is used to create new groups that will be included in the result (see Groups).

By clicking the »Add relation« button at the bottom you add a new relation from the resulting object. This inserts a new row below the resulting object with a relation type and a new object type. The correct interpretation of this is that the resulting object must have a relation with the given type to another object with the second object type. To the right of the new object type there are buttons for removing the relation or reversing its direction, i.e. the relation must go from the other object to the resulting object instead. There is also a button for adding a subfilter for which objects of the given type that are accepted (see Subfilter), and a button for creating branched flows (see Branched flow chains).

You can keep adding relations to the filter. The filter should be read as a »chain« of relations, i.e. new rows are relations from the object in the previous rows and not from the resulting object. One tip is to read in the direction of the relation arrow. The filter in the figure below is read as »role is responsible for activity«, but »application is used by activity« since this relation goes in the other direction.

11.4.2 Model filters

Model filters work pretty much in the same way as object lists. First you choose which type of model to filter on. You can see the main difference when adding the first row below this which will now specify that the model contains an object of a given type. From this row on you can then specify further relations in the same way as for object filters.

11.4.3 Document filters

In document filters you no longer have the option of creating flow chains like in the other filter types. Except for creating subfilters for the documents selected (see Subfilter) the only thing you can add is a row specifying that the document should be used in a specific model. Click »Add a constraint« on this row to specify which model. When we say used here we mean that the document must be connected to either the model or one of the objects in the model.

11.4.4 Subfilter

If you click the subfilter icon (funnel) by an object type in the list you can set additional conditions that must be met for this object to be accepted. The window showing lets you add one or more criteria. In the left column you choose the type of criteria and in the right its value.

With status

The object must have a given status. This subfilter is also available for models in model lists.

With category

The object must have a given category. This subfilter is also available for models in model lists.

Specific object

Used to choose a specific object. There is no point in combining this criteria with others since it has already been filtered down to one specific object and cannot be filtered further.

In model of type

The object must exist in a model of a given type.

With document of type

The object must have a document with a given type connected to it.

Of type

This criteria is only available for document filters and only shows documents with a given type.

If you have more than one criteria you can choose how to combine them. By default all criteria have to be met, but you can choose to let one of them suffice.

Using the »or« combination instead of the default »and« combination can sometimes lead to slow execution of the relation filter. These types of filters can often be replaced with ones that use multiple groups instead (see Groups).

11.4.5 Branched flow chains

By adding new relations to a list you create a chain of relations describing the result of the list, but you cannot add multiple flows from a single object in the list this way. To add a side flow, or »branch«, from an object you click the icon at the far right of the row. This shows a new view based on the object from the previous list where you can create the side flow. There are links at the top for navigating back up in the structure.

To understand the flow in the figure presume that you have made an ordinary filter with a business object somewhere in the flow chain. What the branched flow does is basically to add another filter criteria on this business object that says that in addition to any other filter critera there must also be a relation from it of the type »Consists of« to another business object.

11.4.6 Groups

By creating new groups in the filter you can build the filter's result as a combination of multiple »filters«. When it is executed the result of each filter is fetched and combined into the final result. There is only one group available by default and this is the one we have been using so far. You create new groups by clicking the »Add group« button at the upper right corner of one of the current groups.

Groups can also be used to improve performance for some types of filters. A common use case is to list all documents with at least one of a given set of document types. The easiest way to solve this is to create a subfilter and add all document types as criteria. Then combine these with the »or« type combination so that having one of the types is enough. For technical reasons the execution of this type of list can be slow. To get around this you can choose to create a separate group for each document type and for each group create a subfilter containing only that type. The result will be the same at the end since all duplicates are removed in the end result and the sorting is done on the final result.

11.4.7 Custom relations

A custom relation is edited in much the same way as a relation filter with the only difference being the concept of a »clicked symbol«. Above the group editors you get to choose the type that the relation is defined for. Within the flow chains in the group editors you then have the option of selecting the option »Clicked symbol« instead of simply choosing an object type.

The figure shows a common use case for custom relations. In a process model the activities are modeled together with roles that are responsible for performing them. In addition to this there is one or more organisation models showing the individuals that can actually play these roles in the organisation. The relation in the figure combines the information in these models to be able to provide a list of individuals that can perform the currently selected activity.

Custom relations require a somewhat different way of thinking than filters and can be perceived as »backwards« since you start with the result and not the selected object. The reason for this is that the selected object in many cases can be placed in the middle of the chain of relations being described. You can even specify the selected object multiple times within the same custom relation if needed.

The matrix function in 2c8 Modeling Tool builds upon the list functionality and lets you create matrices of data in your repository. Matrices are shown in their own panel in the sidebar.

12.1 Creating matrices

To create a new matrix you choose »Matrices« in the sidebar and click the button for creating a new matrix.

In the matrix editor you choose a list for each axis. These lists are used to generate the values for each axis of the matrix. You then add one or more relations to show in the matrix. You can choose between the following relations:

Participates in

Shows which models objects are a part of. This relation assumes that y-axis shows objects and the x-axis models.

Relations

Shows relations between objects. Assumes objects on both axis.

Custom relations

Works the same way as relations but you can use custom relations created in the repository.

Connected to

Shows which models and objects documents are connected to. Assumes documents on the y-axis and models and/or objects on the x-axis.

Maintainer, approver, reviewer

Shows which workflow roles users have for models. Assumes models on one axis and users on the other.

When you save the matrix the result is shown below the settings. Above the result you have the following options:

Refresh

Updates the result view with current data according to the matrix settings.

Hide empty rows and columns

Hides rows/columns without relations. In the example below the "CEO" column will disappear.

Copy to clipboard

Copies the result as text to the clipboard so it can be pasted to for example Excel.

Export to PDF

Exports the matrix as a PDF document.

12.2 Grouping matrices

For some types of lists you have the option of grouping the axis. For example if the axis is a list of objects then it can be grouped »By model«, which will show each model as a group with all objects that are used in that model.

12.3 Publish matrices

You publish matrices in much the same way as lists. Open the web profile and choose »Layout«. Under the tabs »Menu«, »Models« and »Symbols« you now have the option »Matrix« to show the result of a matrix. When you add a matrix in either of these places you get to choose which matrix to show.

When you create a repository in 2c8 Modeling Tool it contains a single language. If you need to translate the content of the models you can create new ones by choosing »Tools/Languages/Edit languages...« and then »Create new language«. The new window shown lets you choose a name and a flag for the new language. You can also choose a hyphenation dictionary to get automatic hyphenation of titles in the models (see Hyphenation in models).

When you have multiple languages in a repository you can switch between them by pressing the flag icon in the status bar or by using the keyboard shortcut »Ctrl+L«.

Some languages uses characters that are not included in the font used by default in 2c8 Modeling Tool and these characters will then appear as little squares or something like that. If this happens you can choose »Tools/Settings...« and activate the option »Use international font«. The next time you start the program the user interface will be using a font that can handle most of the character sets that might be relevant, such as chineese, japaneese etc.

13.1 Hyphenation in models

To force a new line in a label in a model you can manually add a soft hyphen in the title of the object and then resize its label. To add a soft hyphen, press »ctrl+dash«. Alternatively you can choose to activate automatic hyphenation that is based on the current language and the size of the label. To work correctly the hyphenation function needs dictionaries to be installed for the correct language and for licensing reasons these can not be included directly in the installation. To install the available dictionaries you choose »Tools/Languages/Import hyphenation dictionaries«. Follow the instructions to download the dictionaries somewhere on your hard drive and then choose »Import dictionaries...« to install them.

When they have been installed you can activate hyphenation for a language when you edit it under »Tools/Languages/Edit languages...« in the menu.

With hyphenation activated long titles will automatically be hyphenated in the models based on the size of the label. In a server environment you must make sure that all users have installed the dictionaries in order to make it work correctly. If they are missing the user will get a warning when opening the model.

13.2 Translations

When adding multiple languages to a repository one of them is always marked as the default language. This is used for translations. All data in a repository has a translation status. In the default language this status will always be »translated« but in other languages it will be »untranslated« until you manually change the text. The status will also be changed from »translated« to »untranslated« in all other languages when you change the text in the standard language.

If you want to be able to see the translation status in the models you can activate this setting from the view settings in the editor toolbar. Any non-translated symbols and relations in the model will be shown with an icon to indicate that they need to be translated in the current language.

There is also an extension available for doing external translations of data in a repository, for example through a translation agency. See Plugin for information about how to install extensions. When the translation extension has been installed you will have new options under »File/Export« and »File/Import« in the menu for exporting and importing translation data. The translation status can be used here to only export data that has not yet been translated.

We showed earlier how you can set the color of a symbol in a model (Appearance). If instead you wish to alter the colors for the entire repository you can create a color profile that defines the colors of symbols and relations based on their type. To manage color profiles you choose »Tools/Color profiles...« from the menu.

In this dialog you choose the active color profile for the current repository by choosing it in the drop-down. If you have created your own color profiles these will show up in the list.

You can also create, edit and remove profiles using the buttons on the right side. There are buttons for exporting profiles to be able to import them to another computer or to a server. The color profiles you create here are »global« in the sense that they can be used in all your repositories. The exception to this rule is when you work against a server, in which cases profiles created for local repositories cannot be used in server repositories and vice versa.

The window shown when editing a profile lets you choose which object type or relation type to set the color for. When you have selected a type you can change the color and border in the same way as for a single symbol (see Appearance) and set the default text color. You also have a preview at the bottom showing the final result.

To print models you choose »File/Print...« from the menu or use the keyboard shortcut »Ctrl+P«. In the print preview you can choose which models to print. The »Page setup« tab lets you choose paper size, orientation and margins for the pages.

The print function does not print the models directly to a printer. Instead a PDF file will be created that can be printed with any printer, sent via email etc.

To publish content from a workspace you choose »Tools/Publish...« from the menu. You can choose to publish to web pages, reports or Excel spreadsheets. When publishing to web pages or reports you can create and edit new profiles that controls what to publish and how. The profile for Excel is static and cannot be removed or edited.

16.1 Publishing to web

To publish models as web pages you choose one of the web profiles and press »Next«. Then choose where to publish the models to (see Publish destinations). When you click »Publish« the content will be published according to the profile settings and copied to the chosen destination.

All the settings for the appearance of the published models are made in the web profile. This includes which content to publish, how to structure the web pages, color scheme etc. At the bottom of the profile editor there is a button for previewing the result in a web browser.

Under »Profile« you can set the name and description of the profile itself and which model to use as the first one shown when opening the published web pages.

16.1.1 Filter

Under »Filter« you choose which models to publish and which layers and languages to include. The default choice is to publish everything but you can choose to select specific models instead. When you pick models you can also choose to »Include breakdowns to other models« to publish the set of models that are reachable from the selected models.

If you are using workflow (see Workflow) you can choose to only publish approved versions. By using this function you can keep working with models but only publish the latest approved versions of the models instead of the work material. If a model is editable and in its first version it will not be included at all when publishing since there is no approved version of it. If you still wish to include these models you can enable the option »Include models with no approved version«.

If you have been using layers in your models you can choose how these should be presented in the published models under »Layers«. For each available layer there are three options:

Include layer

Uncheck this to not show the layer at all. This can be used for example to model problems and risks in a model but exclude these from the published material.

Show by default

With this option enabled the layer will be visible when a model is opened, otherwise it will be hidden with the option of showing it.

Allow hiding

This option controls whether the layer can be toggled in the published material. It is only meaningful when the layer is shown by default and can be unchecked for layers that should never be hidden in the published material, such as the main flow in a process model.

If you have multiple languages in a repository you can choose which languages to include under »Languages«. If you choose more than one language their flag icons will be shown at the top of the web page and can be used to switch between the languages.

16.1.2 Layout

The tab »Layout« contains settings that controls which information to show and how to show it. The published web pages consist of the following parts:

Top panel

The panel at the top of the page contains a logo, menu and search field.

Center panel

Shows the current model and an optional breadcrumb for navigating to previously opened models.

Information panels

The information panels show information based on the current selection in the model. If an object is selected information about this object will be shown, otherwise information about the model is shown. The information panels can be shown to the left of, to the right of, and below the model.

Popup

The popup is similar to the other information panels but can only be used to show information about objects and is shown on top of the currently selected object.

16.1.2.1 Page

The »Page« tab has settings for the page layout, i.e. what panels to use and their sizes. The user interface is meant to give an approximate idea of the final layout. At the top you select which panels to use and if you want to use the popup and breadcrumb. You can also set the page margins, which will result in a »border« around the content of the page.

The top panel is always shown, and you can choose how tall it should be, whether to show the search field, and change the logo to one of your own choosing. If you are unsure about the sizes of the panels you can use the preview function at any time to see the result in a web browser.

The information panels also have settings for their initial size but they can be resized in the published material. Since you can toggle them on/off you can also choose whether to show them by default. The final option for the information panels is whether to use them as a document view. This is used for documents that have been marked as being able to be opened within the published material (see Document editor). When you click a link to one of these documents it will be opened directly in this panel instead of opening in a new window. Generally you will only want to designate one of the panels as a document view, otherwise the same document will be opened in multiple views at once.

16.1.2.2 Functions

Under »Functions« you control the available functions in the published material.

Show zoom control

Shows a control that allows the user to zoom in the model.

Show layer control

Shows a control that lets the user toggle the currently visible layers in a model. You can choose to show the layers directly as buttons in the toolbar or as a drop-down menu.

Show model/object/document prefix

If selected any prefix that has been set will be shown before the title in the published material.

Use external search engine

If enabled the search function on the web page can use an additional search engine that has been installed on a 2c8 Modeling Tool Server.

16.1.2.3 Menu

The top panel contains a menu for quick access to models, objects and documents. Here you can construct this menu by adding menus, sub menus and menu options. The available menu options are:

List	The result of executing a list. You get to choose which list to use and whether to show the result directly in the menu or in a new popup window.

Matrix

A matrix result filtered on the content of this publication. The menu item shows a link that opens the matrix result in a popup window.

Model

A link to a specific model. You get to choose which model and optionally a different name for the menu item instead of using the model name.

Symbol

A link to a specific symbol. You get to choose which symbol and optionally a different name for the menu item instead of using the symbol name.

Document

A link to a specific document. You get to choose which document and optionally a different name for the menu item instead of using the document name.

Latest changes

Shows a list of models and objects that was most recently changed. You get to choose how many results to show and whether to show them directly in the menu or in a popup window.

New versions

Shows the models and objects that most recently had new versions created. You get to choose whether to show the result directly in the menu and how far back to look. You can choose a specific number of days or models and objects revised since a specific date. Note that this list is created at publication time and will not be updated until you publish again.

The right side of the menu bar contains a number of function buttons. Below the menu options you can choose which of these functions that should be available. You can also choose which icons to use for these functions.

Go to start page

Opens the start page.

Show/hide panels

Toggles between showing information panels and only showing the model area.

E-mail link to model

Creates a new e-mail message with a link to the current model. Note that the link will only work if the models are placed in a location where the receiver can also access it.

Print model

Prints the current model.

Create report

Creates a report for each model using the selected report profile from the repository. The report will be created in the selected format and when the button is clicked a report generated for the currently active model will be opened in the default program for that file format.

Create export files

Creates an export file for each model so that the currently active model can be downloaded in order to be imported elsewhere.

16.1.2.4 Models

In this section you control which information to show in the different panels for a model, i.e. when no symbol is selected. You can see all the panels that have been marked as used under Page. In each panel you can create one or more tabs. Right click or double click a tab to change its title. To place information in the tabs you grab one of the available fields at the top and drag it to one of the tabs. When a field has been added it will have buttons for removing it again and for editing the field settings. The settings are field specific but all fields has the »Show the field heading« setting which controls whether the heading for the field is shown above its content.

If you wish to you can override the layout for a given model type by choosing a model type in the drop-down and choose »Override«.

16.1.2.5 Symbols

In this section you control the information shown when a symbol is selected. The settings work exactly like for models and lets you override the layout per object types in the same way if you need to.

You seldom need to override the settings per object type. A common misconception is that you need to create a specific layout for example when showing a custom relation that is defined for a specific object type. But since no content will be shown unless it is available for the selected object this is not necessary.

16.1.3 Appearance

This section contains settings that controls the appearance and color scheme of the published models. It has the following settings:

Page

Color settings for the page background and border. The background color will only be visible if you choose to have margins in the page layout settings. You can also change the background color of the top panel and of models. The model background will fill the entire center panel and will therefore be shown behind both the model and the information panels.

Selection

When you choose a symbol in the published material the selection is shown with a border and an optional fill color. By default the selection is a black outline and no fill but you can change the color and thickness of the outline and add a color gradient to fill the selection with. If you do not wish to use a gradient you choose the same color in both boxes.

Icons

Lets you choose whether to show icons on top of objects that have breakdowns or other information such as documents or descriptions.

The published models use a library with predefined components to show information panels, popups etc. The »Theme« section lets you control the theme used for these components to alter the color scheme and fonts used. There are also a number of predefined themes you can use by choosing »Load theme«. The theme settings are divided into six sections which you choose between in the drop-down list. We will not treat each setting in detail here, the easiest way to use these settings are to experiment with them and use the preview to see the result.

Text	Font and text color. You can set different font and color for bread text, links, menu options and the heading levels used in descriptions and internal documents.

Panels and sub menus

Used for panels in the published material, such as information panels, popups and sub menus.

Header for tabs and popup windows

Used for the heading of popup windows and as the background for tabs in the bottom panel if it is used.

Clickable areas

Used for tab headings in the left and right information panels and for the menu bar and menu options. It is divided into three parts: standard, active and hover. For the tabs in the left panel standard is used for a tab that is currently not showing, active is used for the current tab and hover is used when moving the mouse over an inactive tab.

16.1.4 Titles

Since you can switch between languages in the published models you also need to be able to translate all terms and headings used. You do this in the »Titles« section. It contains three tabs for different types of translations:

Headings

Predefined texts and headings used by the publish functions and fields.

Relations

Name of relations between objects.

Created

Texts that you as a user have created. For example when adding a new tab to one of the panels you give it a name. This creates a new translation in this table so that you can later control its title in all languages.

Each column shows a language in the repository. Double click a cell to translate it. You can also right click a cell to copy its value from another language or copy all values for the language from another language.

16.2 Publishing report

To publish models as a report you choose one of the report profiles and press »Next«. Then choose where to publish the models (see Publish destinations). After choosing where to publish the models, select the output format of the report (either Word or PDF). When you click »Publish« the content will be published according to the profile settings and copied to the chosen destination.

All the settings for the appearance of the report are made in the report profile. This includes which content to publish, how to structure the report, fonts etc.

Under »Profile« you can set the name and description of the profile itself and which model to use as the first one shown when opening the report.

16.2.1 Filter

Under »Filter« you choose which models to publish and which layers and languages to include. If there are lists of models saved in the repository you can choose from these under »Saved filter«, otherwise you can create you own filter for which models to include. The settings for the filter works in the same way as the browser search view (see Search view and Model browser filters). The list under the filter component shows the models that will be included in the report.

If you are using workflow (see Workflow) you can choose »Latest approved versions«. By using this function you can keep working with models but only publish the latest approved versions of the models instead of the work material. If a model is editable and in version »0« it will not be included at all when publishing since there is no approved version of it. If you still wish to include these models you can enable the option »Include models with no approved version«.

By default the models are sorted in reading order. To change this go to the tab »Model order« and check the »Custom order« radio button. You can now change the order in which the models will appear in the report.

If you have been using layers in your models you can choose which of these layers that should be included.

If you have multiple languages in a repository you can choose which language to include under »Languages«.

16.2.2 Layout

On the tab »Layout« you find settings for which information to include in the report and how to format it.

16.2.2.1 Page

The »Page« tab has settings for the page size and margins. You can also specify headers and footers»Remember that the content in the header and footer must have enough space to fit. Word will automatically try to adjust the margins, but the PDF document will place the text as you specify it.«.

16.2.2.2 Functions

Under »Functions« you can change settings for models, objects and document links.

Show prefix on models

In the properties dialog for a model, under "Identity", you can enter a prefix for the model. If "Show prefix on models" is checked, everywhere where the model title is shown it will include the prefix.

Show prefix on objects

In the properties dialog for an object, under "Identity", you can enter a prefix for the object. If "Show prefix on objects" is checked, everywhere where the object title is shown it will include the prefix.

Show prefix on dokument links

In the dialog for document links you can enter a prefix for the document. If "Show prefix on document links" is checked, everywhere where the document links title is shown it will include the prefix. Note that the default repository configuration does not show prefix for documents.

Add models as attachment

Adds all models as attachments at the end of the report. The models are included in the report as well, but with larger versions of the images as attachments.

16.2.2.3 Models

Under »Models« you can choose what information to show for each model. The default layout is used for models of all types. By selecting a specific model type and unchecking the »Default« checkbox the information for a specific model type can be changed.

Title

The model's title

Model Image

An image of the model.

Document links

A list of all documents connected to the model or connected to objects in the model.

Starts with

A list of the business objects that starts the process.

Ends with

A list of the business objects that ends the process.

Model Contents

A detailed list of the objects in the model. To change the information that is shown for each symbol, see the tab "Symbols".

Descriptions and fields

One of the model's descriptions or fields.

Version

The model's version.

Static text

A static text.

16.2.2.4 Symbols

Under »Symbols« you can choose what information to show for each symbol. The default layout is used for symbols of all types. By selecting a specific symbol type and unchecking the »Default« checkbox the information for a specific symbol type can be changed.

Title

The symbol's title.

Breaks down to

A list of models that the symbol breaks down to.

Document links

A list of documents connected to the symbol.

Descriptions and fields

One of the symbol's descriptions or fields.

Participates In

A list of models that the symbol participates in.

Relations

A list of relations connected to the symbol.

Version

Symbol's version.

Static text

A static text.

16.2.2.5 Header and footer

Under »Header« and »Footer« you choose what information to show at the top and the bottom of each page.

Title

Model's title.

Version

Model's version.

Last changed

When the model was last modified.

Last changed by

Who last changed the model.

Created by

Who created the model.

Page number

Current page number.

Static text

A static text.

Report date

The date when the report was created.

Descriptions and fields

One of the models descriptions.

Document title

The document title, taken from the profile's title.

16.2.3 Appearance

Under »Appearance« are settings for typeface, text size and text color for headings and body text. Click on the rectangles to the right to change text color.

16.3 Publishing to Excel

Publishing to Excel creates a spreadsheet with a tab for each model and a tab containing a summary of all models and objects chosen for publication.

When you choose »Next« you get to choose a start model and which models to include in the spreadsheet.

In the next step you can choose to only include locked versions of models and set the types of descriptions to include in the spreadsheet.

The last step lets you choose what details to include:

Export summary only

Only publish the summary and no images of models.

Include models in summary

By default the summary contains only objects. Enabling this choice will include models as well.

16.4 Publish destinations

When you have chosen the web profile to use and press »Next« you get to choose where to publish the models to. By default a profile is created for publishing to a location in your home directory. If you want to you can create multiple profiles for publishing to different locations.

A publish destination profile have multiple settings and options but all have in common settings for title and description.

16.4.1 File copy

The standard method is to copy the published material to a folder on disk. In 2c8 Modeling Tool this is called »File copy«. The following settings can be configured for a file copy profile, apart from title and description:

Path	Path to the folder where the published material should be copied.

Web URL

Path to published material for the web browser. By default it points to index.html in the folder specified in setting for "Path".

Include compressed file

In addition to the resulting files the target folder will contain a compressed zip file containing all of the published files.

Only compressed file

If this is selected then only the zip file with the content will be moved to the target location.

16.4.2 FTP upload

2c8 Modeling Tool is also equipped to upload a publication to a server with FTP and SFTP. A prerequisite for this solution is a properly configured FTP or SFTP server which you have login credentials to. How to install and configure such a solution is beyond the scope of this manual.

The following settings can be configured for a ftp upload profile, apart from title and description:

Hostname

Address to the server, either as a dns-name or IP.

Port	Port number used on the server. Standard for FTP is 21 and 22 for SFTP.

Logon type

We provide three different logon types. The first, "Anonymous", should never be used in a live environment as it allows anyone anonymous access to the published material. Disable this kind of access to your server as soon as possible. Next login method, "Normal", is the most common where you specify both username and password. Finally we have "Ask for password", which works as Normal bute the password must be entered each time you make a publication.

Username

Username. Can not be edited when logon type is "Anonymous".

Password

Password. Can not be edited when logon type is "Anonymous" or "Ask for password".

Path	Path to the folder where the published material should be copied.

Web URL

Path to published material for the web browser.

Test connection

Checks if the FTP server is accessible from where the publication is made.

Include compressed file

In addition to the resulting files the target location will contain a compressed zip file containing all of the published files.

Only compressed file

If this is selected then only the zip file with the content will be moved to the target location.

The menu »File/Export« contains options for exporting content from a workspace. The two options »Export current model« and »Export to image« are used to export the currently active model, either to a file that can be imported into another repository or as an image. There are no settings for these choices, just choose the file to save to. The remainder of the chapter covers the »Export content« option which is used to select content to export from a workspace in order to be able to import it into another workspace.

In the first step you choose if you want to export everything or choose manually which content to include. If you choose manual selection another view will be shown before starting the export.

By default the export file contains records of models and objects that have been removed. When importing the file in another workspace you get the choice of removing these models and objects there as well. You can choose not to include this information in the export file at all. Note that this does not include symbols being removed from a model but only objects being completely removed from the workspace.

You can also create a named timestamp for the export. Earlier timestamps can then be used to only export changes made after this point in time.

17.1 Choosing content

The sections to the left show all types of content that can be exported from the workspace. Choose one of them to select which entities of this type to export. Dependencies will always be exported, e.g. objects that are used in a model will always be exported with the model regardless of whether it was chosen under the »Symbols« section.

None	Export no content of the given type.

All	Export all content of the given type.

Named selection

Use the result of a named selection. A named selection is a selection of content from the repository that has been given a name, such as a list of models or objects.

Selection

Manually choose the entities to export.

In addition to the selection choices there are a number of filters that can be used to filter the current selection.

Only approved versions

Export only approved versions.

Include models with no approved version

Can be used in combination with exporting approved versions to also include models and objects that are in version 0 but have not yet been approved, i.e. when there is no approved version to choose from.

Only with status/categories

Export only content with certain status or categories.

To import content that was previously exported from a repository you choose »File/Import/Import content« from the menu and choose the export file. In the first view shown you can see the content of the export file.

In the next step you choose how to handle content that exist both in the workspace and in the export file. The default option is to overwrite the content if it is newer in the export file. In some cases you might be sure that you want the exact content from the file and in these cases you can choose to always overwrite the current content when it differs.

The »Advanced settings« section gives you finer control of how the import behaves. In most cases you do not need to touch these options.

Always create new copies of models and symbols

This options can be used to treat all models and objects as new even if they already exist in the workspace. The imported models and objects will be created as copies with new unique ID:s, which means that if you import the same export file again the application will not recognize them as the same models and objects.

Conflict management

These settings let you control how to handle conflicts when importing. A conflict arises when changes have been made in both the workspace and the export file and the application cannot automatically decide how to merge these changes together. The default option is to show a new window where the conflicts can be merged manually. You can also choose to always keep the current content in the workspace or to always overwrite with the changes from the export file.

Versions

Sometimes the import needs to save changes to models and objects where the current version is locked. The default option when this happens is to create a new version in the workspace and import the changes to the new version. You can also choose to choose manually whether to create new versions in each instance, or to never create new versions and ignore the changes in the export file.

Users in export file

The export contains information about which users have created and changed the content. The default setting is to import these users into the new repository if they are missing. Alternatively you can choose to take over ownership of the content by marking all content as created and last modified by your user.

Create timestamp

You can create a named timestamp for the import. It can be used later to only export changes made after the import was done.

18.1 Language settings

If there are multiple languages in the workspace or in the export file a language mapping step will be shown. For each language in the export file you can choose to import it to a workspace language, create it as a new language in the workspace or to not import it at all. The application will suggest a mapping for you based on the flags and names of the languages.

18.2 Layer settings

Much like languages it might be necessary to map layers in the export file to layers in the workspace. For each layer in the export file you can choose what to do with symbols in that layer. The choices available are to create the layer as a new layer and place the symbols in it, to use rules from existing layers to place the symbols, or to place the symbols in an existing layer.

18.3 Removed models and objects

If the export file contains information about removed models and objects and these are available in the current workspace you will get the option of removing them from this workspace as well. Nothing will be removed automatically if not chosen from the list.

18.4 Import view

Before the import starts you will see a summary of the settings that will be used and how languages and layers will be mapped.

When you choose »Next« the import will start. The »Log« tab will give you a brief summary of the progress of the import.

You can see more detailed information under the »Details« tab. For each content type you can see the entities being created and updated, which ones that have been manually merged and which ones that were not imported at all. You can also see any warnings being generated by the import. You can save the entire log to file to be able to see later what was imported by choosing »Save log to file«.

18.5 Merge

When conflicts arise you will have to manually merge them together. When this is needed a window is shown where you can manually pick the changes to include from the export file.

At the top you can see the entity which is in conflict. The changes in conflict for the entity are shown in gray boxes and for each one you can choose to keep the repository version or to overwrite with the value from the export file. The default option is to keep the current values so no changes will be made unless you make an active choice. You can click the »Repository« and »Import file« icons to make a choice for all conflicts at the same time.

When you are satisfied you save the changes and resume the import by choosing »Save«. If you choose to abort the merge instead the entire import will be aborted. The history of imported and merged entities will have been updated so you can resume the import later by importing the same export file again.

You can access the application settings by selecting »Tools/Settings« in the menu. Many of the settings have been addressed in other parts of this manual, but we will describe them briefly here anyway.

19.1 General

Application language

Switch the language of the application. Requires a restart of the application before taking effect.

Automatically check for updates

The application displays a notification at startup if there is a newer version of the application to download.

Remember previously opened models

The program saves the list of open models when a repository closes and re-opens the same models the next time the repository is opened.

Use international font

Use a font in the user interface that supports more character sets such as Chinese and Japanese. Requires a restart of the application before taking effect.

19.2 Local

This section contains settings for repositories that are stored locally on your hard drive. The checkbox at the top can be used to disable local repositories altogether.

»Current directory« lets you choose where to place your repositories. If you change the path and save the new settings you will get to choose whether your current repositories should be moved to the new location.

The default local user is only relevant when working against a server. The user in local repositories will always get the first and last name from your license activation, but you can control the username (the unique user ID) of the user. This is useful when you are exporting data from local repositories and you wish the server to understand which user you are on the server when importing. To make this work correctly you should enter the same username you use when logging on to the server.

19.3 Servers

This section lets you manage the servers you wish to be able to connect to. You can add new servers and edit or remove existing servers.

To add a new server click the »Create new server« button and enter the server settings. If your server has not been added automatically in your application profile you should be able to get these settings from your IT department.

Name	This is the name that will be shown on the tab showing the available repositories.

Description

An optional description of the server. This is only a short text describing the purpose or content of the server.

Host name

Host name or IP address of the server

http-port

The port that the 2c8 Modeling Tool service runs on. Generally this will not have to be changed unless the port number has been changed due to conflicts with other services running on the server, or if multiple 2c8 servers are running on the same machine.

Use SSL

If the server has been setup to encrypt traffic using SSL you need to check this in order to connect to it.

Username and password

The username and password you are using to connect to the server.

19.4 Plugin

Some functionality is available as plugins to the application and is installed separately from the standard installation. Some plugins are free and can be installed at will. Others cost money and in this case you must have the plugin connected to your license in order to be able to install it. Under »Installed« you can see the currently installed plugins. Here you can search for available updates to installed plugins and uninstall existing plugins. You can also edit any settings the plugins might have. Under »Available« you can see the plugins available for installation. Select a plugins and click »Install« to start installing it. Some plugins might also have a »More info...« option that redirects you to a web page with more information.

Under »Settings« you find settings for how to handle plugins to the application.

Update server

The list of available plugins is fetched from an update server maintained by 2conciliate. It is possible to replace this with your own update server in order to control the available plugins and which versions of these to use.

Automatically check for updates

The application will automatically check for any available updates to installed plugins on startup.

Automatically install found updates

When new updates are found these will automatically be installed without asking the user.

Automatically install all new plugins found

This option will cause all available plugins to be installed. You will probably only want to use this option if you have your own update server where you can control which plugins will be installed.

If you have changed the update server you can click »Save and (re)connect« to update the list of available plugins using the new update server.

19.5 Proxy

If you connect to the internet through a proxy you will have to enter the proxy settings here in order for 2c8 Modeling Tool to be able to use web-based services such as checking for updates, downloading plugins etc.

Use proxy

Controls whether any proxy settings will be used when connecting to web services.

Host and port

The host and port of the proxy server to use. If these are left empty 2c8 Modeling Tool will try to use any system-defined proxies available.

Username and password

The username and password to connect to the proxy server with.

Non proxy hosts

This setting lets you add addresses for which the proxy should not be used. You can add multiple addresses by separating them with "|".

A repository in 2c8 Modeling Tool has a configuration which, among other things, determines which model types, object types and types of relationships that can be used and where. Situations may arise when there is content in a repository that violate the configuration, e.g. after an import from another repository, or if you have applied a new configuration. You can then run a validation of the configuration by selecting »Tools/Validate...« from the menu. You must first choose which of the models to be validated and when validation is completed, a list of deviations from the configuration is shown.

In the example above, the symbol types »Process« and »Activity « are used in a model that does not allow it. Under »Action«, you can choose how you want to do to fix the error.

In the example with an invalid object type, you can choose to change the object type to a type that is valid in the model or to remove the object from the model. When you have chosen an action, you can also use the »Use for all« to choose the same action for all similar errors. When choosing »Apply« all the actions are applied and a second run of the validation is executed in the current models. The reason for this is that a choosen action could lead to another deviation from the configuration in another model.

2c8 Modeling Tool has the option to be installed as a server that users can connect to and work towards at the same time. This chapter describes how to manage which users have access to the server and which repositories they can work in. You perform all user management by selecting »Users and permissions« in the toolbar after you have logged in to a server. The options available here depends on the permissions assigned to the user logged in. An administrator will have complete access to do anything, while an ordinary user might only have permission to edit his own user settings and maybe the settings of a few repositories.

21.1 Create and edit users

To create a new user, select the node »Users« and click on »New user«, or right-click on the node and select »New user«. Each user has a unique username used for logging in, and a first name and last name. You can also choose whether the user should be an administrator on the server and if the user should be enabled or not. A disabled user is still in the system but can not log in to the server. After entering a password, select »Save and create new« to add the user. The fields are cleared so you can keep adding more users if you want to.

To edit a user's information, select the user in the tree, change the information and press »Save«. Note that you can not change a user's unique username after it has been created.

Since the content on the server can be marked as created or last modified by a user, you can not remove a user from the system because it would destroy this history. However, you can at any time disable a user by editing the properties and uncheck »Enabled« for the user. The user will no longer be able to login. Disabled users are not shown in the tree. To show disabled users, you can check the option »Show disabled users«.

21.2 Users in repositories

To ensure that users who are not administrators can work in a repository, you must add these users in the repository. Select one or more users from the list and drag them to a repository to add them.

If you select one or more users in a repository you can set which permissions these users have in the repository. You can also remove users from a repository by selecting »Remove from repository«.

Manage users in repository

Allow the user to manage other users in a repository. As an administrator, you can add a user to a repository and assign this permission and then let this user perform the rest of the user management of this repository.

Create, edit and remove languages

Allows the user to create and edit the languages in a repository.

Manage lists in repository

Allows the user to create and edit lists and custom relations in a repository

Manage layers in repository

Allows the user to create and edit layers in a repository

Create workspace

Allows the user to create new workspaces in a repository. This option is only relevant if you are using versions.

Make snapshot

Allows the user to make snapshots (locked workspaces) in a repository. This option is only relevant if you are using versions.

Throw out other users from repository

This can be necessary for some operations such as to create a new language. If you do not have this permission, you would have to wait until no one is working in the repository before you can create the language.

Export data from repository

Allows the user to export data from the repository in a way that it can be imported into other repositories.

Publish data in repository

Allows the user to publish data in the repository in a way that it can be consumed by others but not imported/reused elsewhere.

Manage field types in the repository

Allows the user to create and edit field types in the repsitory.

Lock/unlock prefixes in the repository

Allows the user to lock and unlock prefixes on models and objects in the repository. Users without this privilege will not be able to change the prefixes once they have been locked.

If you want to set up similar permissions for a group of users in a repository, you can use roles to make the administration easier (see Roles).

21.3 Groups

To control which users in a repository can read and write models and objects, groups are used (see Permissions). There is automatically a group in each repository called »All users«. It can not be removed and is therefore not shown here. To create a new group, select the node »Groups« in a repository and click »New Group«, or right-click and choose »New Group«. Give the group a name and select »Save and create new« to add it. The fields are cleared so you can keep adding new groups if you want to.

To add users to a group, select the users from the list of users in the repository and drag them to the group. To remove users from a group, select them in the group, and select »Remove from Group«.

21.4 Roles

We saw earlier how to set permissions for a user in a repository. To make the administration of permissions in a repository easier you can create one or more roles and assign these rights. All users who are assigned a role inherit these permissions plus permissions assigned directly to the user.

To create a new role, select the the node »Roles« in a repository and choose »New Role«, or right-click and choose »New Role«. Then choose which permissions that should be assigned to the role.

To add users to the role, select the users from the list of users in the repository and drag them to the role. To remove users from the role, select them in the role and choose »Remove from role«.

Permissions are used to control the users in a repository that can read and write models, objects and documents. Permission control is not used for local repositories, but only when working with a server where multiple users can work with the same data. In this chapter we refer only to models, but it works exactly the same for objects and documents.

Each model has a user who is »owner« of the model. It is also owned by one of the groups that exist in the repository. Users and groups were treated earlier in the chapter Users, groups and roles. The user who creates a model is set as owner for the model. Which group the model belongs to is determined by the permissions setting of the user who creates the model. These are described later in this chapter Permissions settings. Both the owner and group can be changed in the properties dialog for the model under the tab »Permissions« if you have sufficient permissions to change these values​​.

In addition to the owner and group, each model also has a set of permissions flags. These are also edited in the properties dialog and together with the model's owner and group they control which users can read and write the model. Permission flags have three levels and for each level you can set whether users at this level will be able to read and/or write the model. The three levels are:

Owner

This level only consists of one user and it is the owner of the model.

Group

This level consists of all users who are part of the group which the model belongs to, that is HR in the example above.

All	All users who can work in the repository.

The settings in the pictures above are therefore allowing all users in a repository to read the model but only the owner and the users belonging to the group »HR« can make changes to it.

It is enough to be assigned to either read or write access at any of the levels, which means for example that if you set both read and write at the level »All« it will not matter what you choose on the other levels, everyone will be able to read and write the model.

22.1 Permissions settings

Under »Tools/Permissions Settings« in the menu you can edit the settings to use for new content. The settings made here will be applied to all new models, objects and documents that you create. You can always change the settings if you, for instance belong to several groups and want some models to be associated to one group and some to another.

Workflow is used in 2c8 Modeling Tool to manage changes to models over time. It is a kind of revision management, a change process. The main activities when using the workflow engine is to assign maintainers and approvers to models in a repository, and then send models for approval or re-open approved models for editing. The process is described in the figure below. The following section explains the different states of this process and how the workflow cycle works.

23.1 Workflow states

The workflow contains six different states, where each state describes where in the workflow cycle a model is right now.

Draft

Drafts are created by users of 2c8 Lite. In this state the model does not yet exist in a repository in 2c8 Modeling Tool. It might not yet have the correct model type and should be considered just a draft. You cannot create a draft in 2c8 Modeling Tool since models can only be created within a repository and with a given model type.

New model

A new model is a draft that has been sent for approval into a repository. Selected users of 2c8 Modeling Tool can then choose which repository to place the model in and assign it a model type, maintainer and approver. The difference between drafts and new models are that drafts are work material in 2c8 Lite while a new model indicates that the creator of the draft considers it done and wishes it to be added to a repository.

Editable model

In this state the model has been added to a repository and has been given a model type. All models created in 2c8 Modeling Tool are initially in this state as well. Models that have been approved and then re-opened for editing are also in this state. If you do not use workflow at all the models will remain in this state indefinitely. Models that were created in earlier versions of 2c8 Modeling Tool will also be in this state unless they were locked with the old revision management system, in which case they will be considered approved.

Under review

In this state a maintainer of the model has sent it for review. The model is no longer editable and awaits reviewal by a user designated as reviewer of the model.

Under approval

In this state a maintainer or reviewer of the model has sent it for approval. The model is no longer editable and awaits approval by a user designated as approver of the model.

Under revision

In this state the model has been sent for reviewal/approval but has been rejected. This state is much the same as the editable state and is used to keep track of models that are considered done but has been rejected. If it should not be removed completely there is probably only some minor changes needed before re-sending it for reviewal/approval.

Approved model

A model is approved when an approver decides that it correctly describes what is intended and decides to approve it. An approved model can not be edited, and if it is re-opened for editing a new version of the model is created for editing.

The business objects shown in the chapter introduction are not all actual states in the workflow engine. They are a part of the process picture to facilitate understanding of the meaning of the activities. The objects »New version«, »Need for model« and »Published model« will never be shown as actual states of the model.

23.2 The workflow cycle

The workflow cycle is the process that moves models in a repository through the different state. The process starts either with an editable model created in 2c8 Modeling Tool or with a draft created in 2c8 Lite. For the parts of the workflow state that pertains to 2c8 Lite we refer to the manual for 2c8 Lite.

When a model is created in 2c8 Modeling Tool it starts in the state »Editable model«. A maintainer can edit the model by changing relations, adding symbols, documents, descriptions etc. This happens under the activity »Edit and send for review.« which is completed when the maintainer sends the model for review. The model is then taken to the »Under review« state and a new activity is started, where the responsibility is transfered to a reviewer.

In the activity »Review and send for approval« a reviewer reviews a model and decides if it looks ok. There are two choices, either approve of the model and move it to the state »Under approval«, or reject the model and move it to the »Under revision« state. In the latter case the model is re-opened for editing and sent back to the maintainer who can make the appropriate changes before the model can be reviewed again.

In the activity »Approve or reject« an approver examines a model and decides whether to approve it. There are two choices, either approve the model and move it to the state »Approved model«, or reject the model and move it to the »Under revision« state. In the latter case the model is re-opened for editing and sent back to the maintainer who can make the appropriate changes before the model can be reviewed/approved again. An approved model is locked for editing and is now considered an accurate description of reality.

Approved models are moved through the workflow cycle in the activity »Create new version« which creates a new version of the model in the state »Editable model«. This new version will be set as the current version in the workspace but the older approved version of the model is still stored in the system.

Note that it's not necessary to always send models for review and approval. The states used will be depend on whether reviewers and approvers have been designated for the model in question. For the simplest workflow where you only need to keep track of different versions of your models, you might not have either reviewer or approver set. In this case the maintainer can directly approve the model and then create a new version when needed.

23.3 Workflow responsibility

There are four areas of responsibility in the workflow cycle that applies to 2c8 Modeling Tool. The individuals responsible for receiving drafts sent from 2c8 Lite are called »Repository organisers«. The individuals responsible for making changes to models are called »Maintainers«. The individuals responsible for reviewing the content and form of models are called »Reviewers«, and finally the individuals responsible for approving models are called »Approvers«.

The easiest way to assign workflow roles in a repository is to open the browser list »Workflow«, also available under »Tools/Workflow« in the menu. This will open a browser view showing all of the models in the repository with selected columns appropriate for workflow settings. It will also promote the workflow role actions to the top of the action list. You can set workflow roles from any lists or browser views that are listing models, but you might have to look further down the list of actions for the relevant ones.

If you liked the overview available in the old workflow matrix then you can still create this as a custom matrix. Just create a matrix with »Models« on one axis and »Users« on the other. Choose from the relations »Maintainer«, »Reviewers« and »Approver«.

To assign repository organisers you open the repository manager and choose »Users and permissions« in the toolbar when logged on to a server. Choose a user in the list of users and check the box »Accept drafts«. This user can now accept incoming drafts from 2c8 Lite to the repositories available for the user.

23.4 Organise received drafts

Models created in 2c8 Lite are not placed in a repository and are not part of any model structure. To let users of 2c8 Lite contribute new models they have to send them for acceptance by a repository organiser. If no users have been assigned as repository organisers the 2c8 Lite can also send the request by e-mail. Any user of 2c8 Modeling Tool can then use the code sent in the e-mail to add the model to a repository.

A repository organiser can manage available drafts by logging on to the server and choosing the »Dashboard« button on the toolbar. Under »New models in 2c8 Lite« he can see all drafts that are currently awaiting approval. Selecting a model and choosing »Move to maintained« opens the dialog used for importing drafts into repositories. If the user is not assigned as a repository organiser the button is still available but instead the user will have to supply the code for a specific draft sent by e-mail from a 2c8 Lite user.

To reject a draft choose »Reject draft« and write a message for the user that created the draft. The draft will be returned to the »Draft« state, giving the 2c8 Lite user the option to make changes and re-send it for acceptance.

To add a draft to a repository, choose the repository in the drop-down and click »Choose«. If the repository has more than one open workspace you will also have to choose which workspace to add it to. When you click »Choose« new controls will be shown for choosing the model type, maintainer, reviewer and approver for the model.

It is not necessary to set maintainer, reviewer and approver at this stage, this can always be changed later when the model has been added to a repository.

Choose »Import draft« to import the draft to the repository.

23.5 Working with workflow

To move a model through the workflow cycle you use the »Workflow« button in the toolbar of the model editor.

This opens a dialog that shows where in the workflow cycle the model is and one or more buttons for moving it to the next state. The dialog also shows the message from the user that made the last transition. To move the model to a new state add a message for the workflow log and click the appropriate button. In the figure below the only choice is »Approve« which takes the model to the »Approved« state.

23.6 Which state is the model in?

To make the current state easily accessible the model has a small banner in the top-right corner with a color and an icon describing its current workflow state. You can also hover over the banner with the mouse to see the name of the state. This decoration is only shown in the editor and will not be included when publishing or exporting models. No icon is shown when the model is in the editable state. The following icons and colors are used.

Draft (only visible in 2c8 Lite)

Under review

Under approval

Approved model

If the user has insufficient permissions to edit the model this is shown with a lock icon in the same part of the user interface. This is shown regardless of the current state of the model.

Insufficient permissions for editing

This information can be used to see if the model is currently editable. If the color is orange and missing a lock icon then it can be edited. If the color is green or showing the lock icon it is not editable. (In 2c8 Lite it is also editable in the draft (blue) state).

Each time you open a repository in 2c8 Modeling Tool you are actually opening a »workspace«. When you create a new repository a default workspace is created. If you don't use version management you don't need to care about workspaces, you can just use the default one.

A common use for workspaces is to archive approved models. To do this you right-click a repository and choose »Workspaces«. The click the button »Archive approved models«. This will create a new workspace under »Archived material« that contains all the approved models in the initial workspace. You can use the »archive workspace« to view the state of the approved models at this point in time or create a new workspace based on this workspace to keep working with the models.

To open a workspace or archive you click its name. In a archived workspace no changes can be made when it is opened.

It is also possible to create multiple workspaces from an archive. By using parallell workspaces you can handle situations where there is material that might not be included in the main track. You can then use the export/import functions to merge changes made in one workspaces to another workspace. (see Export and Import).

2conciliate provides a method for modeling, analysing and developing organisations. This method is applied and integrated in 2c8 Modeling Tool with support of a set of model types, object types and relation types. By installing extensions to the application you can also add to this set by allowing for example process automation or information modeling.

25.1 Model types

This section describes the model types available in 2c8 Modeling Tool and their applications.

25.1.1 General model

When the other model types are not enough the general model can be used as an alternative or complement. General models are used for different purposes, for example to:

• Provide a holistic picture where other model types are not applicable
• Define problems, risks and possibilities

25.1.2 Interested party model

The interested party model is used to visualize the relationship between the business and surrounding customers, suppliers, partners, employees, owners etc. These models are the basis for balanced requirement management.

25.1.3 Relationship model

The relationship model describes relations between parts of the business and is used for example to describe the relation between interested parties and requirements.

25.1.4 Process model

The process model is used to describe processes containing sequences and structures. The models are continually improved by answering the questions »What«, »How«, »Who«. The graphical language follows »Integration Definition for Function Modeling (IDEF0)«.

25.1.5 Product model

The product model is used to visualise services by modeling products and offerings. These are called »business objects«.

25.1.6 Project model

The project model is used to visualise requisites and starting points and internal relations for change projects.

25.1.7 Organisation model

The organisation model is used to visualise how resources and competence profiles are developed and staffed.

25.1.8 Application model

Application models are used to describe the structure and collaboration between components in an application or system.

25.1.9 Swimlane model

Swimlane models are used to group objects in »swimlanes« and visualise relations between the swimlanes and the object they contain. A common application is to visualise processes and then place these in swimlanes showing the organisatorial unit or role responsible for these processes.

25.2 Object types

This section describes the object types available in 2c8 Modeling Tool and their applications.

25.2.1 Business object, document, message and tool

The business object is a resource or improvement in the form of a physical resource or an information packet. Sometimes a business object can be used as an abstract entity related to a process, for example »Need for additional information«. The business object is named with a noun and often includes an adverb to describe its status, such as »Registered order« or »Available resources«.

Business objects can be specialized as other object types:

Document

If the object is a document.

Message

If the object is an electronic message.

Tool	If the object is a physical resource/equipement that is used by a process/activity.

25.2.2 Process

A process is a repetitive activity that can be cross functional and measurable and that performs some activity. The process is used at different levels of detail, from a high and general level down to the detailed level. The process is named with a verb in infinitive and a noun describing what is happening, for example »Build cars«, »Bake bread« or »Print documents«.

25.2.3 Activity

An activity describes a planned activity within a process and always have a responsible. The activity inherits its input from the process it is part of. It is part of a detailed level of a process. The name should reflect the activity with a verb and the object involved. A strict standard is recommended, for example »Register order«.

25.2.4 Requirement

A requirement is a specific property defined for a process, business object or role, expressed by an interested party, organisation or process. A requirement is named by showing a direction or level of a specific property such as »improved delivery precision«, »less waste« etc.

25.2.5 Target

A target expresses a future desirable state. Targets can be formulated for organistaions, units, processes, projects, individuals etc. They can either be short term or long term. They should generally consist of a set of important characteristics which can be described with the SMART model: »Specific«, the target should be concrete and specific. »Measurable«, it should be expressed in a way that it can be measured. »Accpeted«, the target must be perceived as relevant by all parties involved. It must also be »Realistic« and »Time constrained«.

25.2.6 Indicator

An indicator shows the current outcome of a target or key indicator.

25.2.7 Adaptation

Shows for example customer adaptations and customisations.

25.2.8 Gateways (And/Or) and Join

A gateway is used when an activity is followed by two or more activities. If more than one of the following activities can be performed then the »and« variant is used. If only one activity should be chosen the »or« variant is used. »Join« can be used when a previously split flow goes back together. It should then be interpreted as waiting for all previous activities being completed before resuming.

25.2.9 Role

A role is an abstract collection of competence profiles based on process needs. A role is named according to the competence profile needed by the process, e.g. »System developer«, »Project leader« etc. You can gather roles into a position.

25.2.10 Position

A position in an organisatorial unit. A position can consist of one or more roles and is named like for example »Finance manager«

25.2.11 Interested party

An interested party is a person or group that has a relation with and has requirements on the organisation, or that the organisation has requirements on. There are often two-way relations between interested parties. An interested party can also be depicted as an external group that performs a task in a process model. It is always named by its official name, e.g. »Acme Ltd.« or by a group name such as »Supplier«, »Owners« etc.

25.2.12 Forum

A forum is a group of people with a predefined purpose and responsibility. Examples of purposes can be to exchange information, solve problems, make decisions and follow up results. Typical forums are management, control group, product council etc. The work flow of a forum is often meetings. The meeting needs input and will create outputs. It often has relations to other forums, positions, roles etc.

25.2.13 Organisation

An organisation is an abstract unit used to describe an organisation or unit with defined targets and resources. When naming the organisation it is often in accordance with the most important process, e.g. »Market« (avoid numbers).

25.2.14 Individual

An individual is a real specific individual. When naming individuals you use their real life names (no codes).

25.2.15 Project

A project is an abstract object for describing a specific project. A project has a defined start and end point with a measurable goal and budget. It is named in the same way as in the organisation, often with a verb and a noun, for example »Develop new offerings«.

25.2.16 Application and archive

An application is an information system that supports a process or activity. It is often used in process and application models. Archive is used when the support is an archive of some kind.

25.2.17 Problem, possibility, risk, strength, weakness, note

Problems, possibilities, risks, strengths, weaknesses and notes are notations used for general or specific possibilities and problems of interest. Often used when improving or analysing a model.

25.2.18 Time

The time object is used to show dates or times when processes or activities should be performed, alternatively when a business object should be available.

25.2.19 Location

A physical location.

25.2.20 Text

Used to show text directly in the model. The text object shows the description of the object instead of its title, which makes it possible to show formatted text, images and links, (see Text objects and web components).

25.2.21 Web component

Used to show content from another web site. The content is not shown in 2c8 Modeling Tool but when models are published to web pages (see Text objects and web components). The size of the symbol controls the place taken by the content on the web page.

25.2.22 Collaboration

Two or more application components collaborating. A collaboration »Transaction management« could for example provide functionality through collaboration between the components »Invoicing« and »Accounting«. Is named by a noun.

25.2.23 Component

A modular and interchangeable part of a software system that encapsulates behaviour and data, and exposes these through a collection of interfaces. The components »Invoicing« or »Accounting« could be components in a business system. Is named by a noun.

25.2.24 Interface

An access point where a service is made available to a user or another component. The interface »Transaction management« could be available on the component »Accounting« to provide functionality for transactions. Is named by a noun.

25.2.25 Function

Groups automated behaviour that can be performed by a component. The functions »Manage salaries« and »Manage vacation« could be examples of functions in the »Staff« component. Is named by a verb.

25.2.26 Interaction

Describes the collection of functionality built through a collaboration. An interaction »Manage invoices« could be used to describe what is made available through the collaboration »Transaction management« between the components »Invoicing« and »Accounting«. Is named by a verb.

25.2.27 Service

A service that exposes automated behaviour. The service is realised through functions provided by components. The service can be used by processes or functions. The service »Create invoice« could use the function »New invoice« of the »Invoicing« component. Is named by a verb.

25.3 Relation types

This section describes the available relation types in 2c8 Modeling Tool. A few of the relations are each others »counterparts«, i.e. reading the relation from the »other« side becomes the other relation. One example is the relation types »Consists of« and »Is a part of«.

25.3.1 Addresses

Used when there is a requirement, problem or time that should be targeted at a process or business object.

25.3.2 Is used by

Used when a business object is supporting an activity or process. The opposite relation is Controls.

25.3.3 Is empowered

Used to show that an individual has a position.

25.3.4 Consists of

Used to describe a product structure. The opposite relation is Is a part of.

25.3.5 Defines

Used to describe who has defined a requirement or problem.

25.3.6 Flow

Used to describe information flow and is draw from prerequisites to the process and continues through the improved results of the process.

25.3.7 Is followed by

Used to describe the next event in the form of process/activity/decision from a process or activity when not using business objects as results.

25.3.8 Handles

Used for example to describe that a given organisation or role »handles« a product.

25.3.9 Accountable - rAci

Is one of the »RACI« relations and is used to describe who is accountable for a process or activity.

25.3.10 Informed - racI

Is one of the »RACI« relations and is used to describe receivers of information from a process or activity.

25.3.11 Can play

Used to indicate that an individual can have a given role.

25.3.12 Consulted - raCi

Is one of the »RACI« relations and is used to describe who is consulted when working in a process or activity.

25.3.13 Corresponds with

25.3.14 Requires

Used to show how requirements relate to each other. The opposite relation is Supports.

25.3.15 Is situated at

Used to describe where an object is located.

25.3.16 Interrelates with

Used to describe an unspecified relation between objects. This could be a relation between interested parties or processes etc.

25.3.17 Is specialized in

Used to describe categorizations or kinship. The opposite relation is Is a type of.

25.3.18 Controls

Used in flows where a business object in some way controls a process or activity. The opposite relation is Is used by.

25.3.19 Supports

Used to show how requirements relate to each other. The opposite relation is Requires.

25.3.20 Belongs to

Used for example to show individuals that are part of an organisation.

25.3.21 Responsible - Raci

Is one of the »RACI« relations and is used to describe who is responsible for performing a process or activity.

25.3.22 Is a part of

Used to describe a product structure. The opposite relation is Consists of.

25.3.23 Is a type of

Used to describe categorizations or kinship. For example a car is a kind of vehicle, a quick order is a kind of order. The opposite relation is Is specialized in.