MEGA Publisher

Level 1
Version HOPEX – Lab Exercises
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MEGA Publisher – Level 1 Lab Exercises

Contents

Contents......................................................................................................................................................3

General Conventions...................................................................................................................................5

Lab Exercise 1. Generating Reports (MS Word)...................................................................................7

1.1. Learning Objectives.....................................................................................................................7

1.2. Starting MEGA............................................................................................................................7

1.3. Generating Reports (MS Word) from a Report Template (MS Word)........................................8

Lab Exercise 2. Discovering the MetaModel & Query Assistant........................................................13

2.1. MetaModel: Teaching Objectives..............................................................................................13

2.2. Explorer.....................................................................................................................................13

2.3. Using the Query Toolbar...........................................................................................................14

2.4. The Query Assistant..................................................................................................................14

2.5. Query Results Options...............................................................................................................16

Lab Exercise 3. Writing Queries..........................................................................................................17

3.1. Teaching Objectives..................................................................................................................17

3.2. Writing Simple Queries.............................................................................................................17

3.3. Writing Complex Queries..........................................................................................................18

Lab Exercise 4. RTF Descriptors.........................................................................................................19

4.1. Learning Objectives...................................................................................................................19

4.2. Configuring User Options..........................................................................................................19

4.3. Creating an RTF Descriptor.......................................................................................................19

4.4. Advanced Descriptor Creation...................................................................................................23

Lab Exercise 5. Report Templates (MS Word)....................................................................................26

5.1. Learning Objectives...................................................................................................................26

5.2. Modifying Repository Options..................................................................................................26

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5.3. Duplicating a Report Template (MS Word)...............................................................................26

5.4. Modifying a Report Template (MS Word)................................................................................27

5.5. Refreshing the Report Template (MS Word).............................................................................27

5.6. Creating a New Report Template (MS Word)...........................................................................28

Lab Exercise 6. Building and Generating a Web site...........................................................................31

6.1. Learning Objectives...................................................................................................................31

6.2. Creating a Web Site...................................................................................................................31

6.3. Selecting the Objects to Display in the Web Site.......................................................................31

6.4. HTML Page Selection...............................................................................................................32

6.5. Web Site Generation..................................................................................................................33

6.6. Adding Indexes..........................................................................................................................33

Lab Exercise 7. Improving a Web site.................................................................................................34

7.1. Learning Objectives...................................................................................................................34

7.2. Modifying the Logo...................................................................................................................34

7.3. Modifying the Home Page.........................................................................................................34

7.4. Modifying the Style Sheet.........................................................................................................35

7.5. Applying Predefined Style Sheets..............................................................................................35

Lab Exercise 8. Creating a Report Template and a Report..................................................................36

8.1. Teaching Objectives..................................................................................................................36

8.2. Scenario.....................................................................................................................................36

8.3. Organizing Report Templates....................................................................................................36

8.4. Creating a “Property” Report Template.....................................................................................37

8.5. Creating a Report from the “Property” Report Template...........................................................38

8.6. Creating a “Checkmark” Report Template................................................................................39

8.7. Creating a Report from the “Checkmark” Report Template......................................................41

Corrections of Lab Exercise 2 Discovering the MetaModel and the Query Assistant...............................43

Corrections for Section 2.2 Explorer.....................................................................................................43

Corrections of Lab Exercise 3 Writing Queries........................................................................................49

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Corrections for Section 3.2 Writing simple queries...............................................................................49

Corrections for section 3.3 Writing complex queries............................................................................50

Corrections of Lab Exercise 4 RTF Descriptors........................................................................................51

Appendix...................................................................................................................................................52

1 Organizational Process Flowchart.....................................................................................................53

2 Operations.........................................................................................................................................53

3 Org-Units Involved in Organizational Process..................................................................................54

4 Function Type Org-Units...................................................................................................................54

5 Messages Sent...................................................................................................................................54

6 Messages Received............................................................................................................................54

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General Conventions
 Whenever directed to 'click', this is understood to mean clicking the left mouse button.

 Use of the RIGHT mouse button will be stated specifically.

 The next in a sequence of commands is identified with >.

 Names in “quotes” are names of user-created objects or diagrams.

This symbol is used to indicate sections that point out important

information

This symbol is used to indicate sections that provide helpful

hints or shortcuts that make working through a task easier

This symbol is used to indicate definitions for MEGA objects and

other concepts.

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Non-Exhaustive View of the MEGA MetaModel

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Lab Exercise 1.
Generating Reports (MS Word)

Reports (MS Word) may be generated using a report template (MS Word) that already exists in MEGA,
or one you can create from scratch. In this exercise, you will create a report (MS Word) using a report
template (MS Word) which is predefined in MEGA.

1.1. Learning Objectives

Following completion of this chapter you should be able to:

 Create a report (MS Word)

 Update a report (MS Word) with new data from the repository

 Detach a report (MS Word) from MEGA, allowing distribution

1.2. Starting MEGA

You will be working in a special environment set up specifically for training. Any connection to a
MEGA repository requires entering a login, providing a password if necessary and selecting a repository.

To start MEGA:

1. Double-click the MEGA icon on your computer desktop.

2. In the Identifier field, enter Nathalie.

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3. Click OK.

4. In the dialog box that appears, select the 03-MEGA 2009 Training Exercise Solutions repository.

5. Click OK. MEGA opens.

1.3. Generating Reports (MS Word) from a Report Template

(MS Word)
Create the report (MS Word) that describes the “Take Product Order” organizational process. To do so:

1. From the Home Navigation Window, expand the “Process Models” library by clicking on the + sign.

6. Expand the Organizational Process folder, right-click the “Take product order” organizational
process and select New > Report (MS Word).

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7. Select the “Organizational Process” Documentation report template (MS Word).

8. Click Next. You can then choose the location to save the created report (MS Word). For this exercise
leave the default location.

9. Click Finish.

1.3.1. Viewing and Modifying Report (MS Word) Zones

To view and modify report (MS Word) zones, do as follows:

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1. In the report (MS Word) obtained, identify the text zones and MEGA links by using the keyboard
shortcut: ALT + F9.

10. Insert a “Conclusion” paragraph preceding the appendices, in which you can enter text of your
choice.

11. Save and close the report (MS Word).

12. Note that your report (MS Word) is connected to the “Take Product Order” organizational process.

1.3.2. Updating a report (MS Word)

1. Modify the comment of the “Sales Assistant” org-unit and modify the drawing of the “Take Product
Order” organizational process flowchart.

13. Save and close the flowchart.

14. Open the properties dialog box of the “Take Product Order” organizational process. In the General
tab, click the Documents sub-tab.

15. Right-click the “Take Product Order” report (MS Word) and select Reinitialize.

16. Note the result when the report (MS Word) has again been regenerated:

The “Conclusion” text you entered in the generated report (MS Word) no longer appears.

All other data is present.

17. Save and close the report (MS Word).

1.3.3. Detaching a report (MS Word) from MEGA

You must first detach the report (MS Word) from MEGA in order to have a fixed version that can be
distributed to non-MEGA users. To do this:

1. Right-click the “Take Product Order.doc” report (MS Word) and select Detach from MEGA.

18. In the Detach from dialog box, verify the report (MS Word) save location is the desktop and click
OK.

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19. In MS Word, check that the report (MS Word) is present without a link to the folder that was
specified when detaching from MEGA.

1.3.4. Applying Predefined Style Sheets

Often companies have their own style sheets for documents. This style sheet can be applied to Word
reports (MS Word) generated with MEGA by replacing the default template with a template that uses the
defined styles. For this exercise we provide a sample replacement template to demonstrate.

1. Locate the file mycompany.dot that is in the folder <MEGA Environment path>/Training/Training
Samples/Publisher.

20. Place the mycompany.dot file in the Mega_usr folder of the environment.

21. In the Utilities Navigation Window, expand the Report template (MS Word) folder.

22. Duplicate the Organizational Process Documentation template and name it “Organizational
Process Documentation (Duplicate)”.

23. Right-click the “Organizational Process Documentation (Duplicate)” file and select Properties.

24. Under the Report Template (MS Word) tab, in the Stylesheet field, click the right-facing arrow and
select Style sheet.

25. Select Mycompany.dot, click OK and then close the Properties dialog box.

26. Create a new report (MS Word) for the “Take Product Order” organizational process, and assign it
the “Organizational Process Documentation (Duplicate)” template.

27. Open it and compare it with the other “Take Product Order.doc” report (MS Word) you created
earlier with the MEGA style sheet.

When MEGA is installed in standalone mode, the default location of

your MEGA Environment depends on the operating system :

Vista\Windows 7

C:\Users\Public\Documents\MEGA [MEGA version] \Training

Windows XP
Environments are in the same folder as the MEGA installation folder.

To see where your environment is located, select Help > About

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MEGA.

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Introduction to Exercises 2, 3 and 4

The reports (MS Word) you have created so far using the standard report templates (MS Word), do not
entirely meet your requirements. Since you need more advanced customizations, you will build the
various elements that will let you generate the new report (MS Word) on the basis of the requirements
given below.

The report (MS Word) describes an organizational process. The title will display the name of the
organizational process next to the corresponding icon. In the body the following elements will be
presented: general description, flowchart, operations, org-units, sent messages and received messages.
Messages will have to be retrieved by means of manual queries.

The generated report (MS Word) must look like the one shown in the annex of this training manual.

The next three lab exercises will guide you through the steps you need to create the required report
template (MS Word), notably:

 Discovering the MetaModel and the Query Assistant

 Searching objects by writing queries

 Building RTF descriptors

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Lab Exercise 2. Discovering the

MetaModel & Query Assistant
Producing documentation relies on the MetaModel, which describes the repository objects. It is important
that you know how to explore these objects and object links since you will have to launch queries on
these items in order to retrieve the repository data that you want to display in the documentation.

2.1. MetaModel: Teaching Objectives

After completing this exercise, you will be able to:

 Understand the structure of the MEGA MetaModel

 Use the query toolbar to execute queries

 Use the query creation assistant to build queries

 Apply the correct query editor mode

2.2. Explorer
This lab exercise is intended as a review of the basic query features provided with the MEGA platform.
These features are covered in detail in the modeling courses (MEGA Process, MEGA Architecture, etc).

In order to study how the explorer functions, we will browse through the MetaModel from the Business
Process “Provide Small Appliances”. Follow the procedure below:

1. Open the Home navigation window and expand the “Process Models” library and the Business
Processes folder.

28. Right-click the “Provide Small Appliance” business process and select Explore.

29. Use the Explorer to locate:

All organizational processes

All org-units linked to each of the organizational processes

All operations of the “Take Product Order” organizational process

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30. Verify the different kinds of links between Organizational Process and Operation (see MetaModel
diagram below).

31. Change the order of the operations of an organizational process by right-clicking the Operations
folder in the MEGA Explorer, and then selecting Reorganize.
The order of operations you assign here can be used when listing the objects in a report (MS Word) or
Web Site.

32. Identify Messages sent and received by the “Examine credit issue” operation.

33. Find operations preceding and following the “Complete Customer Order Information” operation.

34. Find the business process to which the “Verify Stock” operation belongs.

For a better understanding, open the “Take Product Order”

flowchart and compare the objects and links on this diagram
with the corresponding elements in the Explorer.

2.3. Using the Query Toolbar

MEGA offers the possibility of running simple queries from the main workspace. A query bar at the top
of the workspace enables execution of the most common queries.

Use the query bar to find:

All organizational processes

Organizational processes with name starting with “R”

Organizational processes with name containing “order”

Org-units with comment containing the text “product”

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A selection of Business Processes, Organizational processes and Operations that have the word
“optimize” in the comments.

2.4. The Query Assistant

Thanks to MEGA’s query assistant you can write complex queries with little or no knowledge of a
specific query language.

1. Click the Open Query Tool icon in the Main tool bar.

Query
Tool

35. In the Query tool, select the Assistant tab.

36. Display the query code by clicking on the Display icon and
selecting Query Code (as shown below).

Lab Exercise 3. Querying for Objects with Given Attributes

Using the query assistant, write queries to find the objects with the indicated attributes:

Org-units with a comment.

Structure type org-units

Org-units that have “Purchasing” in their name

Org-units that have “Purchasing” in their name and are structures

Organizational processes that do not have a comment.

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Organizational processes that are class “Normal” and that are carried out “On Request”.

The query codes for this exercise and subsequent exercises

are provided in the “Corrections” section at the end of this
training manual. Check the query code you obtain with the
suggested correction. Note that there may be more than one
way to achieve the same results.

Lab Exercise 4. Querying for Objects with Links to Other Objects

In addition to queries on object attributes, it is possible to query for objects with links to other objects.

Using the query assistant, write queries to find:

Org-units that are linked to an organizational process

Org-units that are linked to the “Take Product Order” organizational process.

Structure type org-units that are linked to the Business Process “Provide small appliance”.

Organizational processes that do not have a comment and that are linked to a risk.

All organizational processes of the Business Process “Provide small appliance”.

Lab Exercise 5. Saving Queries

It is possible to save your queries for later use.

1. Click the Save As icon to save the last query executed.

37. Provide a name for your query and click OK.

This query will appear in the Registered Queries tab.

38. Open the properties of this query and enter a comment explaining its purpose.

39. Add this query to Shared Favorites.

You can then find it directly in the Favorites tab of the Navigation Windows (through the View >
Favorites menu options).

Lab Exercise 6. Combining separate queries using Cumulative mode

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By using the Cumulative mode it is possible to combine the results of separate queries. For example, if
you’d like to list all the org-units that are both function and structure type follow the steps below.

1. In the query assistant, click the Mode Selection icon and select Cumulative.
Mode
Selection 40. Click the push pin in the query window to keep this window open.

41. Run a query for org-units that are type function.

42. Run a second query for org-units that are type structure.
Note that the query results display both function and structure type org-units.

6.1. Query Results Options

It is possible to customize the query results window to suit your needs and to generate an HTML report of
the results. If you have closed the query results window, run the queries in section Lab Exercise 6. again,
then follow the steps below:

1. In the Query Results window, click the Query Display icon and select
Query Customize columns.
Display
43. In the Column Display Customization window, add field for Creation Date.
Click OK to validate.

44. In the Query Results window, click the Generate report for selected objects
icon.
Generate
report 45. View the report.

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Lab Exercise 7.
Writing Queries
When producing documentation, queries prove to be useful because they allow you to accurately specify
the data you want to display on the pages.

7.1. Teaching Objectives

After completing this exercise, you will be able to:

 Write advanced queries

 Use the conditions and clauses of the ERQL syntax adequately

7.2. Writing Simple Queries

Some of the queries in this exercise will be used later in the training to personalize report templates (MS
Word). To facilitate you work, be sure to save the queries with the names indicated below.

1. Open the Query tool and click the Registered Queries tab. This mode allows you to type queries
directing in edit area.

46. Write and save the following queries:

PUB A1: List of operations executed by the “Sales Assistant” org-unit.

PUB A2: List of operations executed by a given org-unit (using a variable).

PUB B1: List of org-units that do not execute any operation (two query methods).

PUB B2: List of org-units that execute a single operation (two query methods).

PUB B3: List of org-units that execute more than 3 operations.

PUB C: List of all org-units that are components of the “CEO” org-unit.

PUB D: List of operations with a “Function” type org-unit as org-unit.

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If you need help finding the exact syntax for a MetaClass or a

MetaAssociation, type Crtl + <space> and MEGA will propose
a list of possible objects that can be added to the query code.

7.3. Writing Complex Queries

In order to write complex queries, it is essential to understand both the structure of the meta-model and
the query syntax. As we have seen earlier in this training, you can use a Meta-model diagram or Explorer
to follow the path of Metaclasses and MetaAssociationEnds from the target to the desired results.

For example, if we wanted to list all of the operations of a given Business Process, we would start from
the target “Operation”. However, operations are not linked directly to Business Processes; to find the
operations linked to a process, we must pass through an organizational process.

The query syntax for our example would be as follows:

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Select [Operation] Where [Organizational Process].[Business Process] &Name

Exercise: Complex Queries

Use the method explained above to write the code for the following queries:

PUB E1: List of org-units of the flowchart of a given organizational process (“Take Product
Order”).

PUB E2: List of function type org-units of a flowchart (using a variable for the diagram name)

PUB E3: List of non-function type org-units of a flowchart (using a variable for the diagram
name)

PUB F: List of operations triggered by a message in the diagrams of the organizational processes
that describe the “Provide Small Appliances” business process.

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Lab Exercise 8.
RTF Descriptors
RTF descriptors allow you to retrieve the repository data that you want to display in your reports (MS
Word) generated from MEGA. Descriptors can be added to reusable report templates (MS Word).

8.1. Learning Objectives

Following completion of this chapter you should be able to:

 Create customized RTF descriptors.

8.2. Configuring User Options

In MEGA certain options are filtered by default. Notably, in order allow a user to create an RTF
descriptor you will have to follow the steps below:

1. Open MEGA.

47. Open a transaction with Nathalie– (Publisher) in the 03-MEGA 2009 Training Exercise Solutions.

48. Select the menu Tools > Options.

49. In the Options tree on the left, select Repository and in the right select the MetaModel Access level
Advanced.

50. Click OK to validate the changes and return to the workspace.

8.3. Creating an RTF Descriptor

A descriptor for an object includes the object characteristics, plus the characteristics of objects directly or
indirectly linked to it. You can insert descriptors into reports (MS Word) and report templates (MS Word)
or use them to produce reports (MS Word).

To create an RTF descriptor, do as follows:

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1. In the Utilities Navigation Window, expand the navigation tree to the folder: Descriptors / Rtf
Format / Customized.

51. Right-click the folder Customized and select New > Descriptor.

52. In the Name field, enter “PUB1 - Organizational Process Descriptor”.

53. In the Described object field select “Organizational Process”.

54. Click OK.

Lab Exercise 9. Displaying Text in the document

To display some text in the document, follow the procedure below:

1. Open the “PUB1 - Organizational Process Descriptor” descriptor.

55. Right-click the Organizational Process folder and select New > Text.

56. In the Data Tree area, expand the Object characteristics folder.

57. From the Object Characteristics folder, drag and drop Object picture, Short
Name and Comment into the text edit area (as shown below).
Save Changes

58. Click the Save Changes icon to save the changes to your descriptor.

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59. To test the descriptor, click the Run descriptors icon.

Run
60. Use the Query assistant to select the Process Models “Take Product Order”
descriptors
organizational process.

Example Results:

Take product order

When an order is received, the Sales Assistant creates the order in the application used for managing
sales. The assistant then runs a credit check.....

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Lab Exercise 10.Adding a Diagram in the Report (MS Word)

The specifications for the new report template (MS Word) require that we show all the diagrams that
describe a given Organizational Process. If we explore the “Take product order” process we will see that
the diagram we would like to show can be access through the Description link.

Follow the instructions below to add a diagram group to the “PUB1 - Organizational Process Descriptor”
that will display the organizational process flowchart:

1. In the “PUB1 - Organizational Process Descriptor”, right-click the Organizational Process folder and
select New > Group.

61. In the Described object field select Diagram.

62. In the Query or MetaAssociationEnd field select Description.

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63. Click OK.

64. In the Descriptor Texts Tree, right-click the Description group and select Insert > Diagram.

65. Run the descriptor for the “Take Product Order” organizational process.

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Lab Exercise 11.Completing the Descriptor

Add the groups and texts necessary to obtain the information requested in the following format:

Organizational Process Flowchart (Style: M – Heading 1)

-------------------- Page break ---------------------

Operations

Name of operation

Code of operation: Operation code

Comment: Comment of operation

-------------------- Page break ---------------------

Org-units shown on diagram (Style: M – Heading 1)

First row (Style: M - Table Heading)

Name of org-unit External/Internal Org-unit type

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Lab Exercise 12.Expected Results

At this point your description should resemble the results shown below:

The org-unit attribute Internal/External enables the org-unit to be identified

as “Internal” or “External”.

12.1. Advanced Descriptor Creation

In this section, we will use detailed queries in the descriptor to display precise information in a report
(MS Word). For example, we will list the operations that are carried out by the org-units involved in a

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particular organizational process and indicate whether the org-units are Functions, Managers or
Structures.

12.1.1. Filtering the List of Objects with a Query

We know that the org-units appear on the flowchart describing the organizational process, so we will
begin by creating a new group from the Description group created earlier. To do so:

1. Open the “PUB1 - Organizational Process Descriptor”.

66. Right-click the Description folder and select New > Group.

67. Name the group “Function type org-units”.

68. Leave the default option Query or MetaAssociationEnd selected.

69. For the Described object, select Org-unit.

70. In the Query or MetaAssociationEnd, locate the query created earlier in the training to select
Function type org-units on a given diagram (PUB E2).

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If you have not already created the required query, you can use
the “Embedded query” option to type the code in the edit area.

For the example above the code would be:

Select [Org-Unit] Where [Diagram] &”diagram” And [Org-Unit Type]

“Function”

12.1.2. Listing Messages Sent and Messages Received

The specifications for the new report template (MS Word) require that we show all the messages sent and
received by the Organizational Process. To do this, follow the steps below:

1. In the “PUB1 - Organizational Process Descriptor”, right-click the Organizational Process folder and
select New > Group.

71. In the dialog box that opens, enter the name “Messages sent”.

72. In the Described Object field select Message.

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73. Select the option Embedded query and type the query:
Select [Message]Where [Source Organizational Process] &”OrgPro”

74. Create the text groups that will display the section title and the short name of the message.

75. Follow the steps above to create a group that will display the Messages received by the
Organizational Process.

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Lab Exercise 13.

Report Templates (MS Word)
Report templates (MS Word) are models you create and which are used to generate the reports (MS
Word) describing the repository objects. They comprise RTF descriptors, like those you saw in the
previous exercise.

13.1. Learning Objectives

Following completion of this chapter you should be able to:

 Create a report template (MS Word)

 Modify a report template (MS Word)

Lab Exercise 14. Modifying Repository Options

To be able to execute the remainder of this exercise, we will first modify repository options.

1. Exit MEGA, indicating that you will dispatch your transaction later.

2. Run « Administration.exe » available on your Windows desktop.

3. Right-click the tree root, ie. MEGA, and select Options > Modify.

4. In the tree on the left, select the Repository options group.

5. In the right of the window, in the Definition of path of MetaAssociation field, select “Compatibility
up to MEGA 2009”.

6. Click OK and close the administration window.

7. Restart MEGA and resume your transaction with Nathalie on repository 03-MEGA 2009 Traning
Exercise Solutions.

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14.1. Duplicating a Report Template (MS Word)

In this section we will duplicate and modify an existing report template (MS Word). The report templates
(MS Word) can be found in the Utilities navigation window.

1. From the Utilities navigation window, expand the Report template (MS Word) folder.

76. Right-click the “Business Process documentation” template and select Duplicate.

77. For the duplication strategy leave the default setting “Duplicate descriptors and queries”.

78. Select the With Prefix option and type “PUB” in the adjacent field.

79. Click OK. The duplication may take a minute to process.

14.2. Modifying a Report Template (MS Word)

To modify a report template (MS Word), do as follows:

1. Open the “Duplication of Business Process documentation” report template (MS Word).

80. Delete the following reports:

PUB - Detailed description (Business Process)

PUB - Sub-business process diagram description

PUB - Detailed description (Activity)

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81. Save modifications and exit.

14.3. Refreshing the Report Template (MS Word)

To refresh a report template (MS Word), do as follows:

1. In the report template (MS Word) properties dialog box, open the Documented object tab.

82. Refresh the report template (MS Word) by clicking the Refresh button and selecting the Report
template (MS Word) option (as shown below).

83. Note in the navigation window that links with descriptors have been updated.

14.4. Creating a New Report Template (MS Word)

In this section we will create a new report template (MS Word) which can be used to describe business
processes.

1. In the Utilities Navigation Window, right-click the Report template (MS Word) folder and select
New > Report Template (MS Word).

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84. Name it “New BP Report Template (MS Word)”.

The new template will appear in the corresponding folder.

Lab Exercise 15.Adding a Report Template Element to the Report Template (M

Word)
In this section we will add existing Report template elements to a report template (MS Word). Here is
how to proceed:

1. Open the “New BP Report Template (MS Word)” which you created in the
previous section.
Insert
85. Click the Insert Report Template Element icon in the MEGA report template
Report
Template (MS Word).
Element
(MS 86. Select Business Process for the Object (described).
Word)
87. In the Query field, select Name.

88. Under Format, select PUB Front Page (Business Process).

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89. Click OK.

90. In the Value field, enter “BP_name”. (This same value must be used when inserting
all other report template elements in this report template).

91. Click OK to insert the report template element in the Report Template (MS Word).

Follow the steps described above to insert the following report template elements in the “New BP Report
Template (MS Word)”:

PUB General description (Business Process)

PUB Detailed description (Business Process)

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Create a new report (MS Word) using the “New BP Report Template (MS Word)” and view the results.

Lab Exercise 16.Creating a New Section

Now we will add a new section to the report template (MS Word) to list the organizational processes of
the described Business Process. Here is how to proceed:

1. Open the “New BP Report Template (MS Word)” and type «Organizational Processes “.

92. Use the style Heading 1 to indicate that “ Organizational Processes “ is a new section.

93. Click the Insert Report Template (MS Word) Element icon.

94. Insert the document template (MS Word) element comprising the “PUB1 - Organizational Process
Descriptor” descriptor into the chapter you have just created.
However, pay attention to the fact that the template element Object must be Organizational Process
(not Business process) and that the Query field must contain Business Process (see figure below).

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95. Click OK.

96. In the Value field enter “BP_name”.

For report (MS Word) generation to be automatic, you must use

the same variable value throughout the report template (MS
Word).

Once you have completed the updates, do as follows:

1. Close the report template (MS Word), saving your updates.

97. Refresh the report template (MS Word) so that your modifications will be taken into account.

98. Create a new report (MS Word) on the “Provide Small Appliances” business process using your
report template (MS Word).

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Lab Exercise 17.

Building and Generating a Web site
The data from the MEGA repository can be dispatched through an Intranet Web Site. This is what you
will learn to do in this exercise.

17.1. Learning Objectives

Following completion of this chapter you should be able to:

 Create and generate an Intranet Web Site from the MEGA repository

 Add indexes

17.2. Creating a Web Site

In this section you will create a Web Site from the “Default” Web Site template. To do this, follow the
instructions below:

1. From the Documentation Navigation Window, right-click the Web Sites folder and select New >
Web Site.

99. Provide a name for your Web Site and leave the (Default) option selected for the Web Site template.

100. Click Finish.

Use of the “Default” Web Site template means that we do not wish to use a
Web Site template, but that we wish to create a customized site.

17.3. Selecting the Objects to Display in the Web Site

In order to select the object information that you want to display in the Web Site, do as follows:

1. Open the Properties dialog box of the Web Site created.

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101. Select the Objects tab to add objects that are to be described.

102. Click the Add … button and select An Object

103. In the Add Object dialog box select the Type Business Process.

104. Enter Name field by listing the Business Processes and selecting the
“Provide small Appliance” process. Click OK.

105. Keep the Propagation box ticked and validate by clicking Apply.

17.4. HTML Page Selection

In order for the information concerning the “Provide small Appliance” process to appear in the generated
web site, you must also add the corresponding HTML pages. To do this, follow the steps below:

1. In the Pages tab of the Web Site properties, add a page for the Business Process object.

106. Select EA_Business Process for the body format and click OK.

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107. In the same way, add a page for the Diagram object, with body format as EA_diag.

108. Finally, add pages for Organizational Process, Operation, Message and Org-unit objects, and
leave the default “Body” Format as is.

109. Click OK, to validate your updates and close the Web Site properties.

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17.5. Web Site Generation

Right-click your Web Site and select Generate. When generation has been completed, navigate around
the site to see the result obtained.

17.6. Adding Indexes

Indexes are used to simplify location of objects to be consulted. MEGA offers the possibility of adding an
index page for each object type described in the Web Site. To do so:

1. Open the Web Site properties dialog box.

110. Select the Pages tab.

111. Click Add and select Index Page.

The drop-down list proposes the various MetaClasses for which a page already exists.

112. Select the desired object, e.g. operation, and specify an alphabetical index (default).

113. Generate the site and note that you can access the various pages from this generated index.

The index is accessed from the Site Map.

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Lab Exercise 18.

Improving a Web site
A number of tools are available so you can improve the Intranet Web Sites that you generate. In this
exercise, you will learn to customize a Web Site.

18.1. Learning Objectives

Following completion of this chapter you should be able to:

 Customize a Web Site

18.2. Modifying the Logo

To change the logo in the generated Web Site, follow the steps as listed below:

1. Open the site Properties dialog box.

2. In the Characteristics tab click the Options button.

3. In the Page Setup tab, click the Extended options button.

4. Replace the file Logo.gif by Bkground.gif in the Menu Frame tab.

5. Generate the site and note the result.

You can also replace the MEGA logo by copying your

company’s logo in the Mega_usr folder of the environment,
renaming it “Logo.gif”.

18.3. Modifying the Home Page

You can customize the images that are supplied in the Mega_Std folder. However, to do this, you must
first copy the files into the Mega_Usr sub-folder of the environment where you can modify and rename
them. Here is how to proceed:

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1. With Windows Explorer, locate the file “index-us.mth” (located by default in the Mega_std folder of
the MEGA site folder).

114. Copy and paste the file “index-us.mth” in the Mega_usr folder of the environment.

115. To remove the image that appears on the home page, open the “index-us.mth” file and delete the
following line located towards the end of the file:

<DIV align=“center”><IMG src=“[MEGA param=Standard]/homepicture.jpg”></DIV>

116. Generate the Web Site.

117. Open the Web Site and note the result.

18.4. Modifying the Style Sheet

The style sheets that are supplied in the Mega_Std folder can be customized in the same manner as the
images.

You must copy style sheet NewLook.css (located by default in Mega_std) in the Mega_usr folder, and
then follow the procedure below:

1. Check that the style sheet associated with your Web Site is now newlook.

Modify column name color:

118. Double-click the style sheet to open. If it is not associated with a program, select Notepad to
open it.

119. Modify the following part of the style sheet:

BORDER-RIGHT: #dfdbc8 1pt solid;

PADDING-RIGHT: 3px;

BORDER-TOP: #dfdbc8 1pt solid;

PADDING-LEFT: 3px;

PADDING-BOTTOM: 3px;

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BORDER-LEFT: #dfdbc8 1pt solid;

PADDING-TOP: 3px;

BORDER-BOTTOM: #dfdbc8 1pt solid

120. Then, add “;” at the end of the “BORDER-BOTTOM” line.

121. Add another line “COLOR: red” just after.

122. Generate the Web Site.

123. Open the Web Site and note the result (presentation of object characteristics).

18.5. Applying Predefined Style Sheets

Often companies define their own style sheets for Intranet sites. It is possible to apply these style sheets to
Web Sites generated with MEGA. To do this, follow the procedure below:

1. Locate the file mycompany_intranet.css that is in the folder <MEGA Environment>/Training

/Training Samples / Publisher.

124. Place the mycompany_intranet.css file in the Mega_usr folder of the environment.

125. Modify the style sheet associated with your Web Site (now mycompany_intranet.css).

126. Generate the Web Site.

127. Open the Web Site and note the result (presentation of object characteristics).

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Lab Exercise 19. Creating a

Report Template and a Report
Lab Exercise 20. Teaching Objectives
At the end of this chapter, you should be able to:
 Create a report template

 Create a report based on a report template

Lab Exercise 21. Scenario

Using reports, we will study applications and functions contained in the repository.

Description of applications

Based on a report template of “Property” type, we will create a report which displays the properties of
selected applications:
- Comment
- Creation date
- Application type

Applications and functionalities

This report template of “Checkmark” type will enable indication in the form of a matrix of which
functionalities are connected to which applications.

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Lab Exercise 22. Organizing Report Templates

1. In the Utilities navigation window, right-click the Report Templates folder and select New > Folder
of Report Templates.

128. Name the folder “Training”.

22.1. Creating a “Property” Report Template

1. Right-click the “Training” folder and select New > Report Template.

2. Name your report template “Description of Applications” and click Next.

3. Select Property type and click Next.

Lab Exercise 23. Defining the Object Type and its Properties
When the report template type has been created, you must define the object type to which the report
relates (here Application) and the properties of the object you want to display (Comment, Creation Date
and application Type):

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1. In the creation wizard, under Properties analysis: object type, click the Add a type for the row
objects button.

129. In the dialog box that appears, select the Application object type and click OK.

130. In the same way, under Properties analysis: properties, select types: Application
Type, Comment and Creation Date (you can make a multiple selection by holding the Ctrl key
down).

131. In the report template creation dialog box, click Next then Finish.

The report template editor appears.

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Lab Exercise 24. Creating a Report from the “Property” Report

Template
You will create a report from the report template you have just created:
1. Right-click the report template name “Description of applications”.

2. Select New > Report.

132. The report creation dialog box opens; name the report “My Applications” and click Next.

133. In the Parameters dialog box, select the applications you want to appear in the report
(Ctrl+A to select them all).

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134. In the report creation wizard, click Next, then Finish.

The report opens in the MEGA editor window.

135. Click the icon located on the right side of the first chapter.
You obtain the list of applications with their creation date, comment and type. The “Edit”
command appears in the empty cells. By clicking this command you can complete the missing
description.

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Lab Exercise 25. Creating a “Checkmark” Report Template

This report template indicates which applications are connected to which functionalities.
1. Right-click the “Training” folder and select New > Report Template.

136. Name your report template “Applications and Functionalities”.

137. Click Next.

138. Select “Checkmark” type and click Next.

1.1.1.Defining Objects in Rows and Columns

To define the object type to be displayed in rows (here Application):
1. In the creation wizard, under Checkmark analysis: types for rows, click the Add types for rows
button.

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139. Select Application object type and click OK.

140. In the same way, select the Functionality to be displayed in columns.

141. Click Next.

A window displaying intermediate object types linked to the object in the rows (Application) via
which you can find the object in the columns (Functionality).

142. Click Cancel (the report will relate to direct links between applications and
functionalities).

143. In the wizard, click Finish.

The report will appear after a few seconds.

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Lab Exercise 26. Creating a Report from the “Checkmark” Report

Template
1. Right-click the report template “Applications and Functionalities”.

2. Select New > Report.

144. The report creation dialog box opens; name the report “My applications and
Functionalities” and click Next.
You arrive in the report parameters definition dialog box.

145. For the Application parameter, select all the applications of the repository.

146. Click Finish.

The report appears.

147. Click the title 2. Application x Functionality to refresh this part of the report.
The list of selected applications and functionalities appears.

By clicking the + button associated with the checkmark, you obtain detail of objects and their
interconnecting link.

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Applications that do not have a link with the selected functionalities are listed under the table.

A report can be created in three ways: from the pop-up menu of

an object, from the pop-up menu of a report template, and from
the Reports area in the MEGA Home navigation window.

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Corrections of Lab Exercise 2

Discovering the MetaModel and the
Query Assistant
Corrections for Section 2.2 Explorer
1. We open the explorer by right-clicking on the “Provide Small Appliances” process. To view the
organizational process, we expand the Organizational Process folder.

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148. To see all org-units linked to each of the organizational processes, expand the Org-unit folder
under each organizational process:

149. The “Take Product Order” organizational process has 9 operations:

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150. The “Examine credit issue” operation receives one message (“Order blocked”) and sends two
messages (“Credit approved” and “Credit refused”).

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151. The operation directly following the “Complete Customer Order Information” operation can be
found by opening the green Next folder. (Next in this case refers to the next operation).

Seeing the preceding operation is less direct. The “Complete Customer Order Information” operation
is directly preceded by a condition. To see which operation comes before, we must expand the
Previous-Condition and the Previous-operation folders.

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152. To find which business process the “Verify Stock” operation belongs to, can be done by
exploring the operation and following the links Organizational Process and Business Process.

Corrections for Section “Using the Query Toolbar”

The Query code obtained should be as follows:

 All organizational processes.

Select [Organizational Process]

 Organizational processes with name starting with “R”.

Select [Organizational Process] Where [Short Name] Like "r#"

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 Organizational processes with name containing “order”.

Select [Organizational Process] Where [Short Name] Like "#order#"

 Org-units with comment containing the text “product”

Select [Org-Unit] Where [Comment] Like "#product#"

 A selection of Business Processes, Organizational Processes and Operations that have the word
“optimize” in the comments.

To find the results of this query, you must select the query targets as shown below:

Corrections for section Lab Exercise 3. Querying for Objects with

Given Attributes

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The Query code obtained should be as follows:

 Org-units with a comment.

Select [Org-Unit] Where [Comment]

 Structure type org-units

Select [Org-Unit] Where [Org-Unit Type] = "S"

 Org-units that have “Sales” in their name

Select [Org-Unit] Where [Short Name] Like "#Sales#"

 Org-units that have “Sales” in their name and are structures

Select [Org-Unit] Where [Short Name] Like "#Sales#"

And [Org-Unit Type] ="S"

 Quality Assurance organizational processes

Select [Organizational Process] Where [QA Organizational Process] ="A"

 Organizational processes that are not Quality Assurance organizational processes.

Select [Organizational Process] Where Not [QA Organizational Process] ="A"

 Organizational processes that are class “Normal” and that are carried out “On Request”.

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Select [Organizational Process] Where [Organizational Process Class] ="A"

And [Process Frequency] ="D"

Corrections for section Lab Exercise 4. Querying for Objects with

Links to Other Objects

 Org-units that are linked to a organizational process

Select [Org-Unit] Where [Organizational Process]

 Org-units that are linked to the “Take Product Order” organizational process.

Select [Org-Unit] Where [Organizational Process]

And [Organizational Process].[Short Name] "Take Product Order"

 Structure type org-units that are linked to the Business Process “Provide small appliance”.

Select [Org-Unit] Where [Org-Unit Type] ="S"

And [Business Process].[Short Name] ="Provide small appliance"

 Organizational processes that do not have a comment and that are linked to a risk.

Select [Organizational Process] Where [Comment] Is Null

And [Risk]

 All the organizational processes of the Business Process “Provide small appliance”.

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Select [Organizational Process] Where [Business Process]

And [Business Process].[Short Name] ="Provide small appliance"

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Corrections of Lab Exercise 3

Writing Queries
Corrections for Section 7.2 Writing Simple Queries

The Query code obtained should be as follows:

PUB A1: List of operations executed by the “Sales Assistant” org-unit

Select [Operation] Where [Org-Unit]

And [Org-Unit].[Short Name] ="Sales Assistant"

PUB A2: List of operations executed by a given org-unit (using a variable).

Select [Operation] Where [Org-Unit]

And [Org-Unit].[Name] &"name"

PUB B1: List of org-units that do not execute any operation (two query methods).

Select [Org-Unit] Where [Operation] Is Null

OR

Select [Org-Unit] Where Not [Operation]

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PUB B2: List of org-units that execute a single operation (two query methods).

Select [Org-Unit] Where [Operation] Having count = 1

OR

Select [Org-Unit] Where [Operation] Unique

PUB B3: List of org-units that execute more than 3 operations.

Select [Org-Unit] Where [Operation] Having count > 3

PUB C: List of all org-units that are components of the “CEO” org-unit.

Select [Org-Unit] Where [Aggregation of].[Short Name] Deeply "CEO"

PUB D: List of operations with a “Function” type org-unit as org-unit.

Select [Operation] Where [Org-Unit].[Org-Unit Type] =“F”

Corrections for section 7.3 Writing Complex Queries

PUB E1: List of org-units of the flowchart of a given organizational process (“Take Product Order”).

Select [Org-Unit] Where [Diagram].[Described Organizational Process] = &"Organizational Process"

PUB E2: List of function type org-units of a flowchart (using a variable for the diagram name)

Select [Org-Unit] Where [Diagram] &"diagram" And [Org-Unit Type] "Function"

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PUB E3: List of non-function type org-units of a flowchart (using a variable for the diagram name)

Select [Org-Unit] Where [Diagram] &"diagram" And Not[Org-Unit Type] "Function"

PUB F: List of operations triggered by a message in the diagrams of the organizational processes that
describe the “Provide Small Appliances” business process.

Select [Operation] Where [Received Message].[Diagram].[Described Organizational Process]. [Business

Process] &"Pocess"

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Corrections of Lab Exercise 8.

RTF Descriptors
By the end of this lab exercise, your descriptor should appear as follows:

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Appendix
**********************************************

Take product order

When an order is received, the Sales Assistant creates the order in the
application used for managing sales. The assistant then runs a credit
check. If the credit is accepted the assistant completes the customer order
information and verifies stock levels. If stock is available, the assistant
systematically confirms the order by fax to the customer at the end of the
day. In addition, the delivery is planned and the order details are sent to
the logistics department.

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1 Organizational Process Flowchart

Take product order (Process Models) - Flow chart

S a le s As s is ta n t S a le s Ma n a g e r

R o le
Ord e r Cre a te o rd e r
- C us tome r

D is p la y o rd e r s c re e n

R u n c re d it c h e c k

Ve rify c re d it ra tin g

Cre d it
a c c e p te d
? No
Ord e r bloc k e d
Yes

Co mp le te c u s to me r E x a min e c re d it
o rd e r in fo rma tio n is s u e

Cre d it ap prov e d
D is p la y o rd e r s c re e n

Ve rify s to c k

Produc tion
s c h e d ule Ma n a g e s to c k
R o le
No
- M a nufa c ture
goods S to c k
a v a ila b le
?
Cre a te p ro d u c tio n
o rd e r Y es

An d

Ma n a g e P O P la n d e liv e ry
Prod uc tio n ord e r
Ma n a g e d e liv e rie s

R o le

- De liv e r
finis hed goods Ord e r de tails
Co n firm o rd e r
P rinte r
a t e nd of
da y

Cre d it re fus e d
D is p la y o rd e r s c re e n
Ord e r c o nfirmation Fa x

R e fu s e o rd e r

Ord e r re fus e d

2 Operations
Complete customer order information

Operation Code: CCO

Comment:

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Confirm order

Operation Code: CC

Comment: All orders are confirmed at the end of the day.

Create order

Operation Code: CO

Comment: The sales assistant creates the order in the system. This triggers
the verification of credit available.

Create production order

Operation Code: CPO

Comment:

Examine credit issue

Operation Code: ECI

Comment: The Manager should try to resolve credit issues with client.

Plan delivery

Operation Code: PD

Comment: General Management wishes to optimize the operations of this

procedure to reduce the risks associated with delivery errors.

Refuse order

Operation Code: RO

Comment:

Run credit check

Operation Code: RCC

Comment: Verify that client or prospect has acceptable credit history.

Verify stock

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Operation Code: VS

Comment:

3 Org-Units Involved in Organizational Process

Org-Unit Name Internal/External Org-Unit Type

Internal Org-Unit Function

Sales Assistant

Internal Org-Unit Manager

Sales Manager

4 Function Type Org-Units

 Sales Assistant

5 Messages Sent
 Credit refused

 Order confirmation

 Order details

 Order refused

 Production order

6 Messages Received
 Order

 Production schedule

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