Export
To the Filesystem
To export IYOPRO process models to the file system use .
You may choose between the following file types:
- IYOPRO File
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This export format uses an XML structure which allows to export all IYOPRO data types.
- BPMN 2.0 File
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This export format is used to exchange data between different modeling systems. Use this if you wish to transfer the process model to another BPM-System. If you wish to export to the BPMN 2.0 format your data must be organized within a BPI project.
To import the data back to IYOPRO use Import from file system
As Bitmap
To export a Bitmap from the active document use . This will create a high resolution bitmap of the document content.
You may store it as png or jpg, depending on the extension you specify.
If no extension is specified the default png is used.
| IYOPRO Basic users will see a watermark that this diagram is made by IYOPRO. If you wish to get rid of the watermark please upgrade to at least IYOPRO Professional. |
As Word Document
To generate a process documentation in Word Format use . This will create complete process documentation from the current Collaboration diagram.
A preview of the process documentation is shown.
The associated Ribbon tab provides the following options:
- Export
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Export the documentation into a Word document
- Cancel
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Cancel export and close preview
- Order
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Order the elements
- Screenshot
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Toggle to show / hide a screenshot of the diagram
- Document Description
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Toggle to show / hide the description provided on diagram level
- Show Items
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Toggle to show / hide detailed description of the diagram elements
- Exclude Controls without Description
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Toggle to show / hide elements where no description has been entered
- Grayscale
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Toggle to enable / disable colors
- Transparent Pool / Lane Background
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Create a printer friendly representation of Pools and lanes
- Orientation
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Toggle between Portrait and Landscape
- Size
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Choose a paper format
- Pagebreak before
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Choose between Diagram - Each Diagram paragraph will start on a new page
Pool - Each pool paragraph will start on a new page
Activity - Each activity description will start on a new page - Different first page
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Toggle so that the title page doesn’t count as the first page
As HTML site
To generate a process documentation in HTML Format use . This will create a complete process documentation from the current BPI project.
There are two ways to export your project:
- Output as Zip Container
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Because this export type consists out of multiple files, the export is provided as packed zip file. As soon as you select a Zip container the required zip file will be created.
| Be aware that this file has to be deleted manually when you abort your export. IYOPRO is not authorized to automatically delete files from your device. |
- Output to the Filesystem
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You may specify a destination directory where to save the data to.
On the advanced tab you have a better control on the items exported as well as their order:
To change the order of Elements click on the element to move and the chose the Move up / Move down buttons to move the element.
To exclude nodes from export select the node and click on Exclude. To Include excluded nodes select the node and click on Include.
To specify the Home Page (the page which will be shown if the documentation is entered) select the node and click Home.
To provide shortcuts to important pages, select the node and click on btn[shortcut]. You will be asked for the shortcut name. Shortcuts will be listened in the upper right corner of your documentation.
After creating a process documentation involved projects and folders are marked with an asterisk (for changes). This happens because your export settings are saved. Further HTML exports will initially display these last used settings.
As RACI Diagram
Assign RACI Information
To assign RACI Information to participants select an Activity and click on the participants property. The participants editor dialog appears where you may add participants and choose the responsibility for each participant.
Create RACI Diagram
To generate a RACI diagram use . This will create a RACI diagram from the current BPI project. In the upcoming Dialog you may specify the following export options:
To change the order of Elements click on the element to move and the chose the Move up / Move down buttons to move the element.
To exclude nodes from export select the node and click on Exclude. To Include excluded nodes select the node and click on Include.
In the "Advanced" ribbon you are able to decide if you want to resolve the roles according to an organisation diagram.
To proceed click on OK.
This will show a preview of the RACI diagram. To export the diagram to Excel click on the Export button in the ribbon.
As IT System Diagram
Assign IT-Systems
To assign IT-Systems to activities drag the IT-System shape from the Toolbox onto your diagram. The IT-System will automatically link to the nearest activity while dragging.
Create IT System Diagram
To generate an IT-System diagram use
. In the upcoming Dialog you may specify the following export options:
- IT-System to Diagram Activity
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This will create a table where the diagrams and activities describe the rows and the IT-Systems describe the columns.
- IT-System to Role
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This will create a table where the Roles describe the rows and the IT-Systems describe the columns.
- Solve Roles by Organization Diagram
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This will solve the roles and map them to real users / groups. There must be an organization diagram linked to the project.
- Include Datastores
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IT-Systems and Datastores will be considered in the table.
Click [OK] to create a preview of the table. To Export the table to Excel click on the [Export] button in the ribbon.
Export as SVG Image
SVG images provide a lossless re-sizable presentation of the active document. To generate a SVG image use .
| SVG images present element labels in the default font format. Individual font settings can not be transfered into SVG images because of differences between the graphic specifications. |