How to Use the Graphical Organization Modeler

This tutorial shows you how to use TIBCO Business Studio to create and populate an Organization Model.

This tutorial demonstrates:

  • Creating an Organization Model in a new project
  • The use of the Organization Editor, one of the two diagram editors provided in Organization Modeler
  • Creating the basic Organization Model entities—Organizations, Organization Units and Positions—and assigning properties to them
  • Creating relationships between the Organization Units

Before you start this tutorial, you can become familiar with TIBCO Business Studio by completing the initial Create, Deploy and Run your First BPM Project tutorials.

After completing this tutorial, you will be familiar with:

  • Using the graphical Organization Editor
  • Creating Organization Modeler entities using the tools in the palette, or by copying and pasting.
  1. Creating a New Project
    A project is the basic container that you use to store all the artifacts needed by your business processes. This includes the organization model.
  2. Using the Organization Editor
    There are two diagram editors - the Organizational Editor and the Organizational Model Editor.
  3. Setting the Version
    You will now set the version of the organization model.
  4. Saving the Organization Model
    Save the organization model.
  5. Creating Organization Units
    An Organization Unit represents any grouping of resources in your organization, such as a department, a project or a particular office. You can have any number of organization units within an organization, and you can indicate their relationships with each other.
  6. Creating Positions
    Positions represent responsibilities within the Organization, not the actual people that fill them. Positions are placed within Organization Units.
  7. Copying and Pasting Organization Units
    In this step you will add further organization units and positions to the organization model by copying and pasting.
  8. Creating Hierarchical Relationships
    In this step you will connect the existing organization units into a hierarchy.
  9. Creating an Association
    In this step you will create another organization unit and connect it to your existing hierarchy using an Association.
  10. Verifying the Results
    You can verify the results of your tutorial by installing the tutorial from the samples folder in the product directory. Your project must look similar to the sample solution project.