Process4.biz provides a special function Diagram Import, with which the existing Visio diagrams can be imported into the database unchanged as process4.biz objects with allocation in the corresponding units.
- The Import function is called either using the context menu of the
diagram hierarchy branch on the left navigation window of the
Repository (s. image below), or you can open the function in the
process4.biz menu under Wizards.
- You will see a welcome page. Click Next.
- Select the unit into which the diagram should be imported:
- Select the Visio diagram file (”*.vsd” / *.vsdx) that contains the diagram to be imported. When a Visio diagram has several diagram pages, all these pages are imported in process4.biz.
- Give the new diagram a (freely chosen) name and select the
- Tick the check box “Use the previously saved schema”, if you want to use diagram-import settings that you had previously already stored in the form of a ”*.settings” file (see item 11).
- Select the template (= stencil) that you want to use in your diagram. You can keep the original template of the Visio diagram to be imported or add a template used in Process4.biz to the diagram. The templates of Visio and Process 4.biz can both be preserved at the same time, when you select the function Preserve the “source” -stencil additionally to the”process4.biz” stencil.
Next, the import settings are defined.
You can choose whether new classes should be created for those import objects for which no matching classes are found in the database, or whether such objects should be ignored. The first option is only available if the target unit is locked in the designer and the user who performs the import, has design permissions. Select also whether properties of shapes with no value are to be ignored. This option relates to the import of user-defined properties of Visio shapes to the import diagram, which are then added as properties in the process4.biz database. Visio shapes may sometimes also contain invisible properties. Select the option “Ignore invisible properties”, if these properties should not be imported into the p4b database. Enable “Generate only one object for duplicates of the same shape” if only one object should be created in the database for several shapes of the same name.
Now define the different classes in the repository, which the individual shapes of the import diagram should be assigned to (for the previously defined stencils in section 7). Select an existing process4.biz class or create with process4.biz a new class that will be associated with the template.
Example 1: Creating the new class “Prozess” in the repository:
Example 2: Assignment possibilities for the shape “Manage IT-strategy” from the import diagram to classes in the opened drop-down menu with the possibilities not to assign this shape to any class (“Ignore”), to define a new class name (“New …”), to create a new class with this shape name or to assign this shape to one of the existing classes:
Next, you can import the user-defined properties of the Visio shapes (objects) of the imported diagram into the process4.biz database.
- The first column shows the Visio Shape data and, when you open a property, the related import object.
- By clicking, you can choose a property in the second column you can choose a property group, in which the shape data property should be imported.
- In the third column you can select the name of the new property in the process4.biz database, or specify a new name (and thus create a new property).
In the picture below you can see the drop-down menu in the third column, where the name is defined:
10. The Diagram Import wizard is now ready for the import process:
Click “Save schema as …” if you want to save the diagram import settings to use them during the next import process. The schema is created in the form of a ”*.settings” file and the following settings are stored:
- Target unit (see point 6)
- Template settings (see point 7)
- Import settings described in point 8,
- the assignment of diagram master shapes to process.4biz classes (point 9),
- the assignment of user-defined properties of Visio shapes to process 4.biz property groups and properties (point 10).
Click Finish. The imported diagram is opened after the import process has been completed.