This guide will help you create your first process using the Barium Live BPMN Modeler. The modeling notation being used by Barium is BPMN, and is recognized as the world standard.


Web sites for more info about the BPMN standard

http://www.bpmn.org/Documents/BPMN_1-1_Specification.pdf

http://en.wikipedia.org/wiki/Business_Process_Model_and_Notation


Create process

1. Make sure that the modeling plugin is correctly installed, and that you use Internet Explorer 8 or higher when modeling processes. If you use Internet Explorer 9, it needs to run in 32-bit mode. (Any modern browser can be used to view and run processes afterwards.) If it is your first time modeling, see the Wiki Article about setting up the modeling tool. TIP: If you are not sure if this has been done on your computer or not, try to open the modeling tool (see below) and return to this step if it doesn't work.


2. Select a space, and choose Model: Processes.




3. Click Create BPMN 1.0 process at the far right.




4. Name the process, fill in an optional description and add permissions to the process if needed. It is also possible to activate the web link for future purpose. You can also upload a process being modeled earlier. Press “Create”. The process modeler will now load into your browser (depending on your computer and connection speed this will take everything from 5-60 seconds the first time the modeler is being loaded into your browsers cache memory). Next time you enter the modeler it will be loaded much faster, typically in 1-10 seconds.




5. Now the drawing area will be shown.

  • At your left-hand side you will see the BPMN symbols: Circles for events, diamond for gateways and squares for activities and tasks.
  • Roles and responsibilities are being represented by swim lanes and pools in the BPMN-notation. They are not mandatory, but recommended.


6. Simply drag-n-drop the associated symbols into the white drawing area.

  • First, grab a pool in the toolbar and release it in the drawing area. This will now represent the process, and it will be named thereafter.



  • Add additional swim lanes by dropping the desired amount of lane on the pool header/name (in this case on the label Non-Conformance Process).



7. Now you can add the desired symbols to your process pool. Simply drag-n-drop. The system will try to position the figures as deems best to make the process modeling smooth.




  • Start: The start event of the process. BPMN supports several starts.
  • End: End of process.
  • Intermediate: An event in the middle of a process, for example a message.
  • Gateway: Decision point, or flow manager. For example invoices above 10.000€ should be distributed to manger directly.
  • Task: The only place in the process where work is being done. Can be made by man or machine. Right-click the task and select types to choose the anticipated type. The most common ones are User (task performed by the user in the system) and Service (task performed by the system, for example picking a customer ID from an ERP system).
  • Sub process: Sub process are re-used processes such as an invoicing process.


8. Connect symbols by clicking an object, and then drag your mouse from the box in the middle to the symbol you want to connect with. A flow arrow will now appear.

Image


You can also change the link style by right-clicking the arrow.

Image


9. Almost everything can be changed and edited. Simply click on it and discover the possibilities.



Above I have:

  • Changed the size of the pool and lanes.
  • Changed size of the task.
  • Added names to the lanes.
  • Toggled text label on the right flow arrow.
  • Set task type to User.
  • Changed color of the heading.


10. Now draw the flow you want.



11. Artifacts are objects that help people understand the process, but also help them perform their tasks. Add artifacts by drag-n-drop to the desired place. Connect objects to each other by linking them together.



  • Group: Visual representation. Marks a set of activities.



Artifacts such as Container, Document and Image are linked to tasks by connecting the center of the artifact with the task.



  • Container: Makes it possible to connect several documents, links and repository items to a single activity.


INSTRUCTIONS: Right-click on the container symbol and click Add items to add files, URL:s and repository items.

File: Enables you to upload files from your local hard drive. These documents will be stored in the process.

URL: Allows you to link information on a homepage directly to the process. This will also make it possible to access Google Docs files and other files being accessed through web-links.

Repository items: Makes it possible to visualize documents in the process being stored in a document management system or a file system. For example SharePoint, Barium Document Manager and H:\.

  • Document: Upload and connect a single document to a task, for example a work instruction.
  • DataObject: Can be used to visualize input and output of information from a flow object. BPMN supports the possibility to visualize both the work flow of the process but also the information flow.
  • Image: Add image or custom symbols to your process model. It is also possible to use the image as a background image if it is placed on the drawing area first hand.
  • URL link: Attach a single URL link to a task or other symbol.
  • Text label: Add text to any area of the process. Change font, size, color etc. by right-clicking the text object and choose properties.
  • Text annotation: Description of the activity. This is the most used text area, and should be connected to a flow object. Such as Task, Gateway or Event. The text in the “text annotation” will also be seen as a "task/work instruction" when you have done the process to an application.


12. When you are done, save the process. Thereafter press the process name in the breadcrumb to move yourself to the process overview.



13. Now you will see an overview of your new process. You can check-in the process to allow other users to edit it (if they have permission) and you can also publish the process.


14. The published process is the one you will see through the web link (if activated). Or in the SharePoint web part. If you forgot to activate the web link, you can do it afterwards. Simply press Process settings in the process overview and press the tab web link. Check the box and press save. Don’t forget to copy the link!


Done! Now you might want to continue to our next section Create your first process application.