The Explorer (Diagram Repository)

Objectives

After completing this lesson, you will be able to:

  • Navigate the Explorer to structure and manage processes

The Explorer (Diagram Repository)

Using the Explorer

The Explorer acts as a diagram repository of a Signavio Workspace. You can also access features for process analysis here. 

The Editor and the Explorer are two separate parts of the SAP Signavio Process Manager. The Editor focuses on the creation of diagrams and the Explorer allows management in a folder structure.

The Explorer is a central component to organize content

Basically, the Explorer serves two different purposes:

  1. Manage content (folders and diagrams)
    • Create and manage your folder structure (including the access rights management for individual folders)
    • Save, copy, delete and move diagrams(all kind of diagrams)
    • Share and publish diagrams to the Collaboration Hub
    • Manage / restore revisions of diagrams
    • Import / export diagrams
  2. Utilize Process Analysis features
    • Dictionary (central business object repository)
    • Reporting (create standard reports on processes)
    • Simulation (simulate different instances of a process)
    • Diagram comparison(compare different versions or different diagrams)
Note
The features Dictionary, Reporting and Simulation will be covered in dedicated lessons in this course.

Working with the Explorer

How to use the Explorer?

The following video gives you a detailed insight into the Explorer and explains: 

  • The structure of the Explorer
  • The integrated search
  • The menu bar and functionalities
  • The"Help" section

User Guide - What is the Explorer?

Feel free to check our User Guide. It contains additional information and explains every feature of the menu bar!

Check out the User Guide: Explorer overview | SAP Help Portal

Take a Closer Look at the Menu Bar

Select each [+] marker to find more Details.

Three Questions from Practice

Common questions from customers are: "¿What is the "right" folder structure to organize process models or how to treat sensitive processes?" As follows, we will share some best-practices with you. User access rights are granted at the folder level (but they can also be diagram specific), so a suitable structure is important from the start.

"¿Which folder structure is required to organize all processes in my company?"

The answer to that question depends on the structure of your company. Departmental processes can be organized in department-specific folderds (e g. like HR or "Manufacturing") with additional subfolders for further classifications.

In the following example, all company-related processes are stored in department folders which are subordinate to the "ACME AG" parent folder. This way it is easier to grant reading rights to processes for the parent folder instead of granting access rights for each subfolder.

"¿How can I manage sensitive processes?"

Sensitive processes should be managed separately, if there is a need to exclude them from the regular user access. The following example shows one possibility how such a structure can look like.

"¿How can I easily find all published / unpublished processes?"

Just imagine there are 13 different variants of our process. Find the relevant process by filtering the publishing state via the advanced search.

Key Takeaways

Select each level in the figure for more information.

Key Takeaways

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