Welcome to Bizagi Modeler 3.8
Getting started
Bizagi Modeler cloud Services requirements
Bizagi Modeler desktop application system requirements
Downloading Bizagi Modeler desktop application
Verifying the installer
Installing Bizagi Modeler
Default installation
Silent installation
Remote access to Bizagi Modeler
Uninstall Bizagi Modeler
Default uninstall
Silent uninstall
Choosing the appropriate plan for you
Plan details, buying and billing
Canceling or Reactivating your plan
Accessing Portals and Applications
Enterprise accounts
Signing up for Enterprise plans
Signing in to Enterprise plans
How to manage the security policies
How to manage Identity Providers
SAML 2.0 Examples
Configure Azure AD using SAML 2.0
Configure Azure AD B2C using SAML 2.0
General configuration for SAML 2.0
Troubleshooting SAML messages
SAML error codes
Issuing self-signed certificates
Open ID Examples
Configure Okta using Open ID
WS-Federation Examples
Configure ADFS using WS-Federation
Configure Azure AD using WS-Federation
Personal, Professional and Workgroup accounts
Signing up for other plans
Signing in to other plans
Signing in troubleshooting
Bizagi Modeler Architecture
Ports and Protocols requirements - Dataflow
Security and compliance
Cloud environment security
Identity and access management
Physical security
Data encryption
Data encryption at rest
Monitoring and operations
Security incident response
Data privacy
Privacy introduction
Concepts of GDPR
Managing your account personal data
Update your personal data
Obtain a copy of all personal data
Subscribe, unsubscribe and manage preferences for newsletters
Deactivate your account
Opt out of Bizagi Website and delete your account
Ask for clarifications regarding treatment of personal data
Standards support
Multilanguage support
Bizagi Modeler
Desktop Application
User Interface explained
Palette
Activities
Events
Gateways
Data
Artifacts
Swimlanes
Connectors
The Pie Menu
Ribbon
Maximizing the workspace
Proxy settings
Toolbar
Element properties
View options
Presentation mode and Presentation actions
Modeling a process
Creating a process
Saving Models
Creating a copy of a process
Editing a process
Editing Cloud Models
Attachments in the Cloud diagrams
Offline Cloud Collaboration
Force Check-In
Video example: Creating a process
Validating process errors
Deleting a Cloud Model
Sub-processes
Transforming to embedded sub-process
Transforming to reusable sub-process
Sub-process types
Referencing an existing process to a reusable sub-process
Improving look and feel
Colors, sizes and fonts
Printing large diagrams
Printing preferences
Advanced topics
Interaction between processes
Example: Interaction between processes
Message Flow connection rules
Alignment features between processes
Long lasting transactions - transactional processes
On-premise Collaboration
Collaborative process modeling
Example of collaboration
Collaboration levels
Offline collaboration
Conflicts resolution
Using Categories
Folders: organizing your model
Model organization example
Documenting a process
Documenting each element
Using Rich Text format
Spelling review
Defining Gateway conditions
Defining Resources
Date Format
Extending your documentation
Extended Attributes type
Example: Add a Table Extended attribute
Example: Add single/multiple selection attributes
Managing Extended Attributes
Extended attributes in Modeler Services - Enterprise plan
Sharing Extended Attributes between elements
Exporting and Importing Attributes between Models
Video example: Documenting your process
Using Artifacts
Generating documentation
Basic documentation publishing and export
Publish to Word
Document Template
Use Aspose Template
Publish to PDF
Publish to Excel
Publish to Wiki
Exporting diagrams as image
Premium documentation publishing
Custom documentation logo
Publish to Web - available with Bizagi Modeler paid plans
Publish from the command prompt
Customize styles in Web
Publish to SharePoint - available with Bizagi Modeler paid plans
Documentation Portal example
Creating a Documentation Portal (step by step)
Simulation
What is simulation
Simulation in Bizagi
Simulation video and examples
Simulation levels
Level 1 - Process validation
Level 2 - Throughput time analysis
Level 3 - Resource analysis
Level 4 - Calendar analysis
Configure Simulation
Scenarios
What If analysis
What if analysis example
Exchanging processes
Exchanging a process with other Bizagi model
Exchanging with Visio
Import a diagram from Visio
Exporting to Visio
Exchanging with XPDL
Import a diagram from Blueworks
Import a diagram from XPDL
Exporting to XPDL
Exchanging with BPMN format
Import a diagram from BPMN
Exporting to BPMN
Model Collaboration
Comments on models
Collaboration example
Collaboration levels
Activity Stream
Bizagi Modeler plans
Enterprise plan
Corporate Process Repository - Enterprise
Navigate Process Library Menu
Process compliance - My Process
Web and usage analytics report
Process Models - Enterprise
Toolbar - Enterprise
Diagram view - Enterprise
Value chain model - Enterprise
Value chain themes and examples - Enterprise
Linking a process in the value chain - Enterprise
Revision History - Enterprise
Advanced Search - Enterprise
Publishing a diagram revision
How to manage users - enterprise plan
Accessing for the first time
Modeler users and roles
User management - Enterprise
Manage company users
Manage subscription users
Share models - Enterprise
Manage users by role
Manage users by role groups
Job title management
Subscription notifications
Subscription settings
Subscription Resources
Subscription Extended Attributes
Workgroup plan
Corporate Process Repository - Workgroup
Process Models - Workgroup
Toolbar - Workgroup
Diagram view - Workgroup
Value chain model - Workgroup
Value chain themes and examples - Workgroup
Linking a process in the value chain - Workgroup
Revision History - Workgroup
Advanced Search - Workgroup
Workgroup Trial
Subscription settings
Subscription Resources
Subscription Extended Attributes
How to manage users - Workgroup plan
Share models - Workgroup
Changing the amount of licenses
Professional plan
Corporate Process Repository - Professional
Process Models - Professional
Toolbar - Professional
Diagram view - Professional
Personal plan
Corporate Process Repository - Personal
Process Models - Personal
Toolbar - Personal
Diagram view - Personal
Customer support
How to use the Support site
Create and manage support accounts
Process Execution
Guidance for automation
Video: Bizagi BPM Quicktour
FAQs
General FAQs
Diagramming and documenting FAQs
Sharing documentation FAQs
Troubleshooting FAQs
Best practices in modeling
Best practices for defining hierarchical structure
Useful resources
Online resources
Video tutorials
Process Xchange
Your opinion matters
Documentation in spanish
Download this user guide as PDF
Related products
Disclaimer