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Transfer reference process

You can transfer BPMN models as reference models from ARIS Advanced to ARIS Process Mining to perform process conformance checks.

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

In order to serve as reference model for the conformance check, the transfer model is transferred to a data set in ARIS Process Mining. The data set should contain the data of the processes on which you want to perform the conformance analysis.

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

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

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

Prerequisites

  • You use ARIS Advanced and ARIS Process Mining in a combined deployment or you have integrated ARIS Advanced and ARIS Process Mining.

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

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

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

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

  • The object definitions of the object occurrence in the reference model must be located in a database folder to which you have read privileges.

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

Procedure. Procedure

  1. Open a BPMN process model in ARIS Advanced.

  2. Open the Model tab.

  3. Click the Conformance check ARIS Process Mining icon. The icon is only available if you use ARIS Advanced and ARIS Process Mining in a combined deployment or if you have integrated ARIS Advanced and ARIS Process Mining.

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

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

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

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

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

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

    5. Enable Conformance check if you want to perform a conformance check in ARIS Process Mining. Process overlay is enabled by default and cannot be disabled. You can perform a process overlay with any reference process. If you selected an EPC as reference process, the Conformance check option is disabled.

    6. Click Next. The Configure process dialog opens.

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

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

    1. Select the elements of a BPMN model.

      Click the Arrow icon next to a pool name to display the selectable elements included in the pool. The displayed elements can contain further subordinate elements. The first pool in the model is preselected by default. Depending on the selected pool, you can select, for example, call activities or sub-processes that are included in the pool.

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

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

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

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

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

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

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

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

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

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

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

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

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

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