Release Notes

November 2019

Measure Status

With this function it is possible to add and maintain the section “Measure status” in the detailed content of the sub-navigation “measures”. You can select the appropriate status value from the dropdown list. It is also available in the filter bar.

The new option for maintaining and filtering the object gives all users a more precise overview of the status of the task.

Detailed Search Function

The standard search function in the Header is used to search for a specific process or object. With our new functionality, the search list can be further filtered by specific fields. By click on the search field on top left, a dropdown opens to see how the search can be specified.

Group management for favorites: Sharing of favorites

Favorite groups can now be shared with other users or user groups. This extends the existing feature “Group management for favorites”. Changes to the favorite groups are automatically applied to the users or user groups with which you shared your favorites.  For a better visualization the favorites (and also the subscriptions) are grouped based on your own and on shared favorites as soon as the feature is activated in the dialog. This function can be used in order to make new processes within the favorites visible to other employees and to inform them about projects, for example. Further use cases are audits within the scope of quality management.

Optimization

  • With updated “Facet Permissions”, you can assign permissions to each facet as you would for other elements.  Until now, this was possible for processes or objects. Further information can be found in our Symbio Docs.
  • Document digitalization on all facets: This feature allows to to define document templates for all futher facets. You can thus add additional content to these facets. Further information can be found in our Symbio Docs.
October 2019

Offline export of the Symbio Process House

Users in the Admin role can export the approved content. This can then be used offline on a PC. You can use the export, for example, for long-term archiving or for forwarding to external certification authorities. All data is queried by a Symbio service and combined into one file. A browser application works with the locally exported files. The admin unpacks a zip file with all json and svg files and stores them in a shared folder.

The browser application has a new user interface with tree structure, list view, detail content and graphic display. Graphics are displayed in detail without zooming. Links in Detail Content can be customized by replacement expressions during export.

Note: Currently the export does not export PDF files or other attachments.

Visio Importer

It is planned that vsdx files created with Microsoft Visio can be imported into Symbio as sub processes by the end of September. You can upload your Visio files via drag and drop. There is no signing in required but just your email address. After selecting the files you can map your used objects and start the import. The beta version of the Visio Importer is free of charge. We will keep you informed about the exact go live via our website.

Show global objects in the process graphic

In the graphic views, you can display a view that displays the global objects in addition to the process (whether main or sub-process). This gives you both the process flow and the global objects at a glance. This can be used for a printout, for example.

 

You can configure the object types that you want to display in the global objects view in the admin area. You can display the process flow in the usual settings (horizontal, vertical, detailed, swimlane).

Acceleration Of Graphical Modeling

When repository objects are changed, no automatic graphical update of the entire process is triggered in the future. This results in significantly better performance, especially for extensive processes. Another advantage for you is that the addition and maintenance of Repository objects is accelerated, since detailed process modeling is no longer interrupted by automatic updates of the graphic. For you, this means that in future you can determine the time of the graphical update yourself if Repository objects have been changed.

 

You can start the update at any time by clicking the refresh button. However, the change does not apply to the addition and deletion of objects or to the modeling of processes, since these changes have consequences for the structure of the process. In these cases, Symbio will continue to update automatically. The changes between two updates are automatically cached as before. This feature will be automatically enabled in all future versions and cannot be disabled manually. If you have any further questions, please contact your P+Z contact person directly.

Manage of favourites (grouping)

After creating favorites, it is now also possible to group them. This function is available to users from the Viewer role onwards. The creator of a group can edit it. A favorite can be assigned to several groups. The favorites can also be moved or copied. Within the group, you can sort favorites according to your own wishes; the order of the groups themselves can also be sorted.

Permissions for the user role architect

This feature makes it possible to dynamically distribute the role of the architect to different users for individual areas. For example, authors can now be authorized to create, update, send for approval or even delete main processes in their area of responsibility. These authorizations are no longer collected but can also be used individually. This feature is thus the next step towards a new flexibilization of user roles.

Skills

With the new object “Skills” you can manage company-specific skills. You just create a neutral qualification list and provide the competencies required for your company. These can then be linked to positions and roles. Skills Management provides an overview of the competencies of the employees and can be used, for example, for staff planning or for assembling project teams.

Optimization

  • Data elements like entities and data attributes can be linked to inputs and outputs by connecting the elements.
  • If the contained system components are assigned to the higher-level IT system, no more error messages are shown.
  • Classification of documents: The new attribute group “Classification” exists for elements of the type “Document”. The selectable values are “Internal”, “Confidential” and “Strictly confidential”. If no value is selected there, the document is considered “Public”.
  • In processes there is the possibility to choose between RACI and RASCI for roles and groups. “Supported” is therefore no longer needed for RACI. This happens as soon as you activate this feature. In this way you can prevent editors from maintaining the “Supported” role if this is not required in the company.
  • When creating events the “Event Type” can be selected. You have the choice between message, timer, signal etc. This creates small icons in the object of the graphic. Consequently you can recognize the event type at a glance.
  • New functionalities are available for creating and editing documents. Users can upload images and insert them into the widget. In addition, widgets can be deleted or moved in the template. The user interface and the generation of the manual have been improved.
  • Like the Task Repository, users can display SAP Best Practices if a SolMan interface exists. The practices can be related, but not edited.
  • ArchiMate conversions: The existing Symbio system structure can be converted to ArchiMate by activating the feature. The ArchiMate 3.0 methodology offers a standard modeling language to design the construction and operation of business processes, organizational structures, information flows, IT systems and technical infrastructure. This feature allows to depict the IT landscape by the ArchiMate 3.0 nomenclature and thus takes an important step towards the design and control of a comprehensive Enterprise Architecture (EAM).
  • Copy and move shapes: Activating this feature enables the author to copy or move process flow objects. Selected objects can be copied or moved either within a process or to another existing process of the process house.
  • Optimization of responsibilities of organizational units: Only users with architect rights can be entered as responsible for organizational units. Previously maintained responsibles who are architects are copied to the new attribute “Leader” during an upgrade from earlier versions like 1812. Maintained responsibles who are not architects are moved to the new attribute “Leader” during upgrade. The displayed user name in the graphic now corresponds to the new attribute “Leader”. All active viewers can be entered as leaders.
June 2019

Graphical Comparison

With the graphical version comparison, all users can directly see the deviations of the different versions of a process. Symbio shows you exactly the process steps where the changes were made between the versions. This allows you to immediately recognize new, removed, or changed content and attributes. Your employees can thus see at a glance whether redundant work steps have been omitted and the process has an optimized flow.
The graphical version comparison enables you to recognize changes directly. The highlighting makes the differences between the versions visible more quickly.

Feature Flags

An important extension of the Continuous Delivery method is the option for customers to activate or deactivate the new functions for the application. In this way, you decide whether a new function should be applied for productive use or whether it has no relevance for your company. Once the features are deployed, you can test the features and then decide which application to use.
As a customer, you have the following advantages: You can test the function continuously and activate it yourself after a specially defined test period. Of course, you can send us feedback or comments at any time during the test period.

Jira connector and extension of requirements management

In Symbio you can use the interface to the requirements management tool Atlassian Jira to create a platform for planning and implementing projects or products.

 

The advantages of this solution are:
– Fast project start through documented processes
– No duplicates and no loss of information in the project
– Acceleration of projects and promotion of cooperation

 

The requirements recorded in Symbio are synchronised with Jira via the interface. In Jira you can now manage the requirements and create, assign and track tasks. Through the bidirectional interface, the changes in Jira directly update Symbio. In this way we always guarantee up-to-date data in requirements management.
This enables you to define the requirements in the entire change cycle and control them with projects.

Efficient search with the new filter option

More and more data is managed in Symbio and successively increases the complexity of accessing information quickly and efficiently. In order to find required data faster, users can use this function to filter by keywords, users or stereotypes.

Multiple selection of filter attributes

With the new version, users can use the multiple selection for the filter criteria organization, locations and tags. For example, the user selects several organizational units in the organization tree and can add more. The same applies to the locations where multiple locations are now selected at the same time. This allows attributes to be captured more quickly and increases usability.

The multiple selection will be successively extended for further connected objects and implemented in the next releases.

Extension of the project method

To capture and document an extensive project portfolio, we extend the project view with new content. With the new Key Figures Symbio enables a more precise detailing of the project contents, project duration and further specific information. This allows you to define your projects in Symbio and assign them directly to your processes within the system.

Consolidate user groups

By consolidating the user groups, old or no longer used user groups can be merged. The consolidation “deletes” the groups without causing any loss of data.

Debugging

  • #1936: Graphics in descriptions are displayed in the manual
  • #1952: Graphical editor displays correct names
  • #1967: Correct order of responsible org in display name
  • #1968: Approver group listed once
  • #1970: Stereotype of Roles is set correctly for roles
  • #1974: Aggregated data is correctly displayed in FactSheets
  • #2011: Info message also shown for repository objects in Viewer mode if released 2.0 version is selected
  • #2016: Approvers with Approval permission but without edit permissions can reject workflows
  • #2028: German manual for Swimlane Vertical contains same attributes like English manual
  • #2032: User with author application role can not edit Tasks in Sub processes where another user is maintained
  • Favorites and subscriptions for customer facet element types show their names correctly
  • Favorites/Subscription in Header dispaly all elements
  • Name and descriptions of tasks in taskboard/infoboard can not be changed
  • Edit Attributes and Generate Documents are enabled and working for valid processes- analogue to released ones
  • Request to expiry only sets specific version to “Expired” after approval and not all versions within version container
  • Swimlane header is shown correctly for Main Processes
  • Swimlane header is shown correctly for Sub Processes
  • Autofill function for pre-filtered elements
  • Detail Content shows all info about released attribute
  • Editor can access in tree all process except of expired versions
  • Variants of Sub Processes can be accessed by all users with permission of the Sub Process
  • Valid until is set to 31.12.9999 by default

Efficient search with the new filter option

More and more data is managed in Symbio and successively increases the complexity of accessing information quickly and efficiently. In order to find required data faster, users can use this function to filter by keywords, users or stereotypes.

Version: 1812

Personalized view of own roles

All users can now add their own roles to their preference list. Using these preferences, Symbio displays in a separate view all processes, process steps, documents, inputs/outputs, KPIs and risks associated with the role(s). This ensures that users can quickly access information about their own roles and are always kept up to date. From this new perspective, users can read out the information on the objects and processes and switch directly to the graphic. The information is transferred on the basis of the RACI.

In addition, this content can also be created for the home page, so that users can always see the information about their own roles on the start page.

 

Detailed information can be found in User Manual (Chapter 4.3.2)

Paging in lists

In Symbio the object lists are divided into pages. The user can define the maximum number of objects per page and filter and sort the pages according to predefined criteria. This allows a clear structure of the content and simplifies the search for the objects. In addition, the paging increases performance through the fixed number of entries per page, as fewer objects are loaded. The adjustment of the entries per page is simply done in the user information.

Grouping of related objects

In the 1812, you can link an unlimited number of objects to processes or process steps. The objects are now all displayed in Detail Content and merged based on their stereotypes. In one process, for example, the risks are grouped into defined stereotypes such as Operational Risk, Regulatory/Legal Risks, Risk of the information system/data processing and unassigned.
The detailed graphic in the process map shows the maximum number of objects displayed per object type. The objects are then merged into a group shape and displayed alphabetically. This ensures the clarity of the graphic and signals the exact number of objects to the user.

Extended configuration

The extended configuration now offers the possibility to define the created attributes for several types. This means, for example, that you can now define a dropdown attribute and assign it for roles, processes, and risks. All non-selected types are not extended with this attribute. In addition, you can now add the configured attributes to the Change Attributes selection for shared elements.

Debugging

• #695: Search page shows only one navigation possibility to the relevant graphic
• #1694: Version “in progress” can be deleted again
• #1696: Delete the current Sub Process version
• #1751: Versioning of expired processes
• #1760: Mass data export for Sub Processes successful
• #1773: Author and responsible person can be changed in “Change attribute” for other languages
• #1778: Version “0.2 in progress” can be removed
• #1785: SQL Server timeout fixed
• In the Process House Graphic and Category Graphic, the unreleased or hidden elements are not displayed in Viewer mode.
• Fixed Swimlanes in Main Processes are displayed
• New items can now be added to a process in the “In Review” state via the diagram view
• Changes in the editor graphic only in editor mode
• Editor graphics are displayed in the manual
• Profile is displayed with a loading bar
• Graphs are displayed in the Diagram widget
• Status display closes after change to “expired
• Stabilization of 2-Level Graphics
• Profiles show only one version of the linked processes and process steps
• New generation of process manuals
• Filtering of non-hierarchical objects (e.g. roles) optimized
• Size adjustment in the 2-level display
• Release workflow optimized for QA
• and more optimization

Version: 1810

Create template-based documents on the user interface

In Symbio, you can now create standardized documents for all process and object types (e.g. subprocesses, documents, roles, systems, …) on the web interface or redesign your existing documents and policies as a web document. This allows you to replace Word or PDF documents that you have previously uploaded as attachments.
The document contents are segmented/divided into individual knowledge objects and can be filled with existing content from Symbio. This enables easy document management, as all changes and relationships to the linked content are easy to update. This means, for example, that if a role in the document changes, this change is automatically updated in Symbio.

 

The document templates are created by the administrator to the various elements. The administrator can define a uniform layout with predefined structures and thus ensure uniformity of the documents. The editors can create the documents on the basis of the templates and easily translate them into different languages.
All created documents are then visible to the viewer. For example, the warehouse employee can create a work instruction based on the process and print this document as a PDF.

 

The application of the Web templates and further information can be found in the User Manual (Chapter 5.9) and Admin Manual (Chapter 6.20).

Controlling the Validity of Processes and Objects

By setting the validity with start date, the author can determine which content is displayed to the viewer at the specified time. For the status “released”, the new status “Valid” now implies the current version of the element. The authors can, for example, execute a mass question at the beginning of a month or release a process version that is only valid at a later point in time. The viewer then recognizes by a note in the graphic that a new version has already been released, but that it will only be valid in the future. This means that all employees can familiarize themselves with the contents of the future process before the validity start. Symbio automatically sets the status to “valid” as soon as the corresponding date is reached.

 

Attention: only one version can have the status “valid”.

Extension of the Symbio method – “Data”

With the integrated management view “Data” we extend the Enterprise Architecture and visualize automatically the connections of your IT infrastructure. All relationships between entities and attributes are shown in the graphic. We extend this method further in the direction of ArchiMate 3.x and offer comprehensive data modeling in the next versions. This enables you to promote more targeted cooperation between IT and business departments and to efficiently support IT projects.

 

Attention: the view is deactivated by default, but can be activated by the admin.

Instant printing function of graphics

Each user can print the displayed graphic immediately by clicking on the Print icon. Depending on the selection on the Web interface, you can select all element graphics and send them in the required format to your local printer.

Extension of the profiles with cumulated object lists

In version 1810 the Symbio method is extended and adapted with further changes.

 

The extended configuration now offers the possibility to define the created attributes for several types. This means, for example, that you can now define a dropdown attribute and assign it for roles, processes, and risks. All non-selected types are not extended with this attribute. In addition, you can now add the configured attributes to the Change Attributes selection for shared elements.

 

In the organization, the Committee/Bodies object is replaced with Group/Group, and these objects can be classified using the Committees and Task Force Group stereotypes.
You can also build scenarios hierarchically with scenarios.

Adjustments of the Symbio method

In version 1810 the Symbio method is extended and adapted with further changes.

 

The extended configuration now offers the possibility to define the created attributes for several types. This means, for example, that you can now define a dropdown attribute and assign it for roles, processes, and risks. All non-selected types are not extended with this attribute. In addition, you can now add the configured attributes to the Change Attributes selection for shared elements.

 

In the organization, the Committee/Bodies object is replaced with Group/Group, and these objects can be classified using the Committees and Task Force Group stereotypes.
You can also build scenarios hierarchically with scenarios.

Breaking News

• BPMN export contains Swimlane SVG data
• Reporting supports multilingual content
• Renaming user groups
• Ability to hide configured content for the viewer

Debugging

• Graphs are displayed in the Diagram widget
• New generation of process manuals
• Filtering of flat objects optimized
• Size adjustment in the 2-level display
• Release workflow optimized for QA
• Create new version of expired Main Processes
• Authorization groups can be replaced by the new authorization
• Optimized display for Customer Journey graphics
• Profiles are displayed in the 2-level representation

Version: 1808

Extended permission concept for all Symbio contents

By implementing a new authorization concept in Symbio, we are extending the flexibility and further options for tailoring large databases specifically to user groups. You decide on the access rights of the users in the entire system.

 

In the system, content can only be authorized for defined groups and all other users can be excluded from it. For example, HR processes can only be assigned for the HR user group with defined authorization levels. Only this group has the access rights for the assigned processes. Further groups with different authorization groups can also be assigned.
Another scenario for the use of the authorization is, for example, the authorization for external auditors to view certain processes. The auditors are assigned separate access rights to the process. This applies only to this external group affects all other users does not affect.

 

Note: The authorization does not grant any additional rights, but restricts the functions from the user roles. For example, a viewer cannot be given authorization to edit because it does not have it from the existing role concept.
Detailed information on how to use the authorization can be found in the User Manual (Chapter 7.3) and Admin Manual (Chapter 5.3).

Process validation according to BPMN2.0 in the release workflow

In order to ensure the consistency and correctness of the processes according to BPMN2.0, Symbio checks the process according to defined indications and errors. The validation checks the defined rules and shows the author/modeler exactly what mistakes he has made. This ensures that all processes are modeled correctly.

 

The predefined warnings and errors can be adapted and extended by the administrator.

Fixation of the roles for the Swimlane & matrix graphics

By fixing the axes in the graphics, the responsible roles remain in the vertical and horizontal swimlane. This allows the user to see the executing role for the process step at any point in the process and to evaluate the roles even in more complex processes. In the process matrix representation, the process steps and the referenced objects are fixed. All information is clearly displayed at a glance.

Optimized behavior of language-dependent content

In the case of multilingual data maintenance, Symbio now ensures that untranslated content adopts the designation/name from maintained languages. Each process step or object is visible to the user in at least one language. There is therefore no empty content and the flow of information is not lost. In addition, this simplifies the multilingualism of the contents.

Process revision with predefined selection fields

The author can define the reason for a status change, for example, ready for release, more precisely using predefined options. This allows the process owner to see, for example, whether this is a small change or an adjustment of the roles responsible. The selection fields can be defined within the company and thus standardise the workflows.

Database Pools

With database pools Symbio becomes much more flexible in interaction with SQL Server databases. It is now possible to control the assignment of Symbio databases to SQL Server databases. All productive databases will be stored in a separate SQL Server database. Databases that are not used productively can be stored together in one SQL Server DB. This reduces the costs for SQL Server databases while at the same time providing security (backup strategy) for productive databases.

Multiple Identity Provider

With this version, different authentication options can be configured in Symbio. This allows users to authenticate to the same database using different logon procedures. Currently, Symbio standard authentication and SAML authentication (e.g. via Azure AD ) are available.

Extended configuration with new attributes

Symbio also offers further configurable attributes and functions in the 1808. It is now possible to define optional attributes as mandatory attributes. For example, you can now mark the optional quality manager as binding in the release workflow.

 

In addition, the “Add” configuration now offers the option of offering a list with several predefined values as a dropdown option.

Adaptation of the views in the new graphical editor

In order to adapt your existing views to the new graphical editor, we have created a guide. This allows you to edit all views and take advantage of the new editor.

 

With the new editor only the text elements have to be translated into the respective languages without copying the graphics. This considerably reduces the administration effort for manual graphics.

 

You can find the instructions for the adjustment here.

Adaptation of previous permission settings

If permission groups are used in versions before 1808, go to the Extended Configuration in the Admin area as the Admin and display the settings for HidePre1808PermissionGroups for Architects/Admins. You can then remove the permission groups in the Detail Content.

Breaking News

  • Fact sheets with additional widgets
  • Default Value for “End of validity” is 31.12.9999
  • Reporting supports evaluations of configured objects
  • Performance optimization by reducing the number of new layouts for editors
  • SAP Solman 7.2 (Version 6) integrated

Debugging

  • Changes to the extended configuration are accepted
  • The system displays the list of variants
  • Detail content for courses is complete
  • Optimized search for process steps
  • Link to risks and system active
  • Authorization group assignment optimized
  • Predecessor/successor Process link to released processes
  • Status change activated for flat objects
  • Linking of products to processes/process steps optimized
  • Customization in Storage Databases
Version: 1807

Analysis with Symbio Reporting

An important extension for our customers is the use of various Symbio reports. We offer Symbio Reporting for Microsoft Reporting Services and Microsoft PowerBI. This integration means that all reports are fully integrated in Symbio under the “Reports” sub-navigation.

 

Which reports already exist?
We offer our customers predefined standard reports and various content packs. Customer-specific evaluations can be created for the existing reports. Standard reports include:

 

  • Document List: Listing of all documents used in Symbio
  • Object Evaluation: Evaluation of all objects referenced in Symbio
  • Risk matrix: Presentation of the risks in connection with the significance of the risk for the probability of occurrence.
  • Process Role/Organization Matrix: All processes and the responsible organization are displayed.
  • Process changes: Documentation of all processes with time of change
  • Detailed object analysis

 

New standard reports are extended for reporting and customer-specific reports can also be created.

Optimized graphical Editor

The graphical editor impresses with new functions and optimized usability for the users. All created graphics are now language-independent integrated in Symbio. This means that only the text elements have to be translated into the respective languages without copying the graphic. This considerably reduces the administration effort for manual graphics.

 

The navigation of the graphics now reacts exactly like the objects of the automatic Symbio graphics. After selecting an object, the Detail Content is activated with the linked information without being immediately navigated to the process. This also affects the 2 level graphic, which now fully supports the individual graphics.
With the adapted edited graphics we extend the visualization possibilities in Symbio.

 

Furthermore, Symbio now transfers all created graphics into the manuals.

Advanced configuration of the method in the admin area

In the new version, administrators can better determine the position of the custom attributes in the detail area. With the customization options of the advanced configuration (hide, position), the detail content can be customized by the administrator and only relevant information is displayed. In addition, attributes can be explained using configurable “ToolTips”. This creates short and precise contents as info icons on the object to describe the new attribute or to store notes, for example.

 

For more information on how to use the individual configurations, see the admin manual.

Fact sheet extension for flat object types

With the latest version Symbio now supports the profiles for all objects. Now individual profiles can be added to the administration area for object groups such as roles, inputs/outputs and others.

 

With the new Report and Iframe Widgets, the profiles can be extended with embedded reports and external websites. This offers the user a compact visualization of reports. In addition, external websites can be easily integrated into Symbio.

Preview: New permission function

A highlight in release year 2018 will be available in version 1808. With the new permission settings, Symbio offers the necessary flexibility to selectively manage content in one database. The authorization function contains, among other things, the following contents:

 

  • Different authorization levels for individual users or authorization groups
  • Authorization groups can be set for all content in Symbio (processes and objects)
  • Authorizations for external employees with severely restricted authorizations can be created

 

For detailed and detailed information on the authorizations, see the Release Notes for 1808.

Breaking News

  • ARIS® Migration: Import of names with more than 81 characters possible
  • Optimized Visio importer
  • Standard interface languages extended and improved (DE, EN, FR, ES)
  • Search extension for all structure-forming objects

Debugging

  • Contents of the list widgets show selected data
  • Adjustments in the filter menu
  • SAP SolMan interface optimized
  • Adjusted BPMN import
  • Sorting criteria are identified
  • Detail content for committees can be completed with content
  • Adapted method extensions
  • Alphabetical order of interface languages
  • User-defined attributes are displayed again in the Content detail
  • Registered authors can create a new version of a Sub Process
  • Filter criteria are no longer displayed after being deleted from the system
  • Orphaned view displays the processes
  • Hide function for user-defined attributes collapses views
  • Life cycle display optimized
Version: 1805

New business views form the basis for business optimization

In 1803 we introduced the extension to Customer Experience Management. Further new views were added in 1805. All new facets (Symbio entrances) and objects are connected with each other in a logical way. Some new fields (attributes & object links) have been added in the existing objects as well as in the new objects.

 

The new method/meta-model 1805 is available to all users and complements the existing facets and entrances. The standardized structure of the new facets ensures fast recognition and users can build up and view the new content as before.

 

Another goal was to remove the “repository” entry and to professionally assign the objects in the new and existing facets. The following graphic shows which new facets have been added, which existing facets have been renamed, and where we have moved the existing Repository objects.

 

Furthermore, the 1805 meta-model is available for download as an Excel matrix on our homepage. If you filter by objects in the columns and have expanded all rows, you can view all linked objects and attributes in the detail area.

Advanced configuration of the method in the admin area

The extended configuration options for administrators have been available for productive use since version 1805. Symbio offers the configuration options of hiding, renaming, adding and adjusting various settings.

 

For more information on how to use each configuration, refer to the Admin Guide.

Configuration of new object types and symbols

To the existing objects of the different facets new object types – so-called stereotypes – can be defined. The Symbio Administrator can define new stereotypes for each object type (Sub Processes, roles, risks, organizations, etc.). For example, “internal” and “external” stereotypes could be defined for roles to distinguish between internal and external roles. For the external role, the graphical role symbol could then be extended with “ext”.

 

Stereotypes allow additional classification of diagram/object types. The extended stereotypes can also be filtered in all lists.

 

Here you will find instructions on how to create new stereotype maps.

 

In the following screen, for example, value-adding processes are enhanced with a green triangle symbol and value-adding processes with a red triangle symbol.

Increased usability in the care of those responsible

The administrator can set in the admin area that the user attributes are preset/inherited. The following settings are defined in the standard configuration:

 

– When you create a new process, the person responsible is copied from the process above in the “Person responsible” group in the detail area.
– When creating a new process or object, the logged on Symbio user is automatically entered as author.

 

The user attributes can be exchanged by the author at any time. The default setting can be changed by the administrator.

Multiple layers on one screen

With the new graphic display, 2 graphic levels can be displayed next to each other. This considerably improves the overview and prevents wild navigation in the process landscape. This means that 4 information levels (navigation tree, 2 graphic levels and the detail area) can be clearly displayed on one screen from the customer’s point of view. In the right graphic, the user can then navigate further down without losing the context of the main process in the left graphic area. With this view process workshops become easier, the navigation for the viewers clearer, the training of processes is improved, etc.

 

Various display formats can also be selected in the “Graphics” menu in the 2 layer graphic. Select the process graphic as a vertical swim lane in the left area and the process or object description in the right area. If you then click on an object in the object profile, you see the detailed information in the detail area.

Fact sheets for objects (systems, organization, etc.)

Same as for the processes (diagrams), profiles for objects in an architecture can be created in the admin area. The administrator can select the object in the “Fact Sheet” area. The administrator uses predefined widgets to create individual views for the objects. In 1805, the evaluation widgets, Diagram & Picture widgets are also available. The profile must then be selected for the graphic in the dropdown list.

Preview: Reporting

As a preview we present the new Symbio Reporting with Microsoft Reporting Services and PowerBI. A separate database (optimized for evaluation) is created for the reports. Reporting runs with both SQL Reporting Services and Microsoft PowerBI. We offer standard reports and content packs for the reporting solution. These reports are immediately available in the “reports” sub-navigation. For example, we offer the following standard reports:

 

  • Risk Matrix: Presentation of the risks in connection with the significance of the risk for the probability of occurrence.
  • Process-Role/Organisations Matrix: All processes and the responsible organization are displayed.
  • Process changes: Documentation of all processes with changed time

 

Further information on reporting will soon be published on our homepage.

Breaking News

• Custom Visio importer
• Additional translation service with DeepL Service (Marketing Text): DeepL is a company specializing in the development of artificial intelligence for languages. DeepL Translator is a machine translation system that produces translations of unparalleled quality.

Debugging

• Consolidate users
• Manual shows current diagrams
• Editing old feedbacks
• Fill button for reviewer deactivated
• Copy and paste shapes into unauthorized processes locked
• Release history updated
• Sorting in the organization synchronized with the graphic
• Links in editor graphics optimized
• Optimization of list widget contents

Version: 1803

Customer Experience Management

In Symbio, customers use Customer Experience Management to define the goals and product requirements for the various target groups by defining the Customer Journey Maps in the integrated Customer Experience Management. The Customer Journey Maps represent the phases/processes from the perspective of the customer (persona) and contain all relevant information between customers, points of contact, systems used, emotions etc..

 

Customer Experience Management is now integrated as standard for all customers. In Symbio, you can now link the customer experience with the process world via touch points. A special feature of Customer Experience Management is the automated generation of Customer Journey Maps and other views such as Swimlane graphics. These views are easy to filter for authorized employees.

New versioning behavior for connected objects

In the new version 1803, the processes and the objects associated with the process are viewed separately, thereby reducing dependencies between separate areas.

 

Previously, the linked objects were only updated by a new process version with the latest version of the object. The new function automatically updates the processes with the most current object versions as soon as an object receives a new release. The changes to the objects are documented in the process life cycle. Newly added linked objects are only displayed when the process is released again.

 

All viewers always see the processes with the currently released contents of the linked objects. Authors can now also see the shared version of connected objects in editor mode. Only if no released version exists, an object with the status “In process” is also displayed in editor mode.
The new behavior also allows authors to initiate a release workflow if linked objects have not yet been released. This linked object is only visible after release. This ensures that all processes contain the same version of the connected object.

 

The new behavior takes effect as soon as a new version of the process is created. Until then, the previous behaviour applies. With an automation task, the administrator can force the new behavior for all previously released processes. (Attention: a withdrawal of this change is not possible, in case of doubt please consult Symbio Support). Details can be found in the manual.

Symbio REST Interface

Symbio version 1803 and higher provides a REST interface, the main purpose is machine to machine communication. External systems can access Symbio data or store new data in the Symbio database via the REST interface. This can be data that is managed in other systems but should be used in Symbio (e.g. Org data, IT systems, Risks,…)

External systems can be controlled directly from Symbio via WebHooks (e.g. when a process status changes). You can either release only one trigger or send the corresponding data immediately.

For technical documentation of the interface and examples, see the following URL: http://docs.symbioworld.com/

Method enhancement for Main Processes

In order to maintain logical links in Main Processes, the modeling was extended by connectors, which enables the creation of processes at the Main Process level. The modeling is similar to that at the Sub Process level and thus supports the detailed development of value chains. Furthermore, architects can deny authors the right to create new Sub Processes or interfaces in a Main Process. This ensures that you build an architecture on the upper levels that can only be worked on by architects.

Support of links on network drives

Links on network drives cannot be opened directly in web applications for security reasons. Symbio opens a dialog for such links to copy and manually open this link.

Breaking News

  • The function Expand Child Elements in Releasing Main Processes and Regenerate Documents is now directly in the Versions Drop Down and not in the Versions Dialog as before
  • Excel based user evaluation export in the admin area
  • Revision of the release cycle diagram with color-coded events
  • Revision of Release Cycle Information

Debugging

  • Improved performance of the release workflow
  • Completed requests are not transferred to the new version
  • References in views work for all users
  • Copied content from released processes can be edited
  • Secondary authors cannot create and delete new process versions
Version: 1801

Data filtering

In large corporations as well as for SMEs, the preparation of large data volumes is a challenge. In Symbio, working with such a large amount of data is simple and efficient. By using the filter function, users select personally relevant information for them and receive the contents of the entire system individually. Authors and architects define the filtering by setting organizational units, locations and tags in the detail content area “Filter”. Users use them to select their criteria. All contents matching the criteria are then automatically adjusted (Main Processes, Sub Processes, linked objects and object lists).
Filtering has the following effects:

 

1. Filtering the navigation tree:
Depending on the filter values, Symbio creates an adapted process house. Processes with an appropriate categorie are displayed with the higher-level Main Processes and categories. Filtering hides all other processes.

 

2. Filtering the graphical view:
Applied filters also affect the graphical view. All relevant contents (main process, sub process and detailed objects) are highlighted in the graphic. The content that is not applicable is half transparent in order to make a difference and not change possible process flows.

 

3. Filtering the linked objects:
Filtering hides all connected objects in the Detail Content and an additional button can be used to display all content.

 

4. Filtering the list
By extending the filter button in the toolbar, the user can filter and deselect the content with one click. This function supports all list views.

Daten filtern

Meta-Model and Method: Standards

As a default facet, Symbio now offers the construction of standards as a new object group. The structure also contains the design of individual chapters for standards. The processes can be linked directly to the standard or chapter.

Meta-Model and Method: Szenario diagrams enhancement

The modeling of scenarios is now much more advanced due to the extended version and allows an improved representation of E2E processes. Existing interface tasks are replaced by the new placeholder shapes and can be linked to Sub Processes, Main Processes and other scenarios. Furthermore, the modelling of operators with conditions is supported and extended by the Swimlane view with the responsible organization.

Meta-Model and Method: Set up Sup Process under Sub Process

The new method makes it possible to define more layers below the Sub Process level and allows to nest Sub Processes deeper. This replaces the Detail Processes. Existing Detail Processes will be automatically converted to Sub Processes.

Sub Process mit Sub Process aufbauen Verschachteln

Meta-Model and Method: Modelling Interface Shapes

We extend the possibility of modeling by using placeholder to allow links to other not yet defined processes. By using the placeholders, processes can be released although the linked processes do not exist yet. This shape is marked by the red field as an empty case. It is also possible to define interfaces to other processes without creating an empty Sub Process.

Platzhalter leere Hülle modellieren

Meta-Model and Method: Modelling edge attributes

In order to define the input/output status, modeling in Symbio supports the editing of edge attributes in the detailed view. It is important to limit the name of the edge attributes and to use keywords.

Kantenattribut definieren

Change password in the logged-in Symbio

Users in companies without SAML connectivity can change their password in Symbio and define it individually. The user chooses the “Change password” field in the user interface and updates his personal password.

Kantenattribut definieren

Only registered authors are allowed to edit processes

The rule for editing processes is: as long as no primary author has been defined, anyone can model. Using this rule, Symbio ensures that the process is not locked until the primary author has been defined. If only the secondary authors are maintained, the process is still open to all authors.

Kantenattribut definieren

Technical optimization of the search function

Another optimization in Symbio includes the search functionality, the SQL Server Fulltext Index Search is replaced by a compiled search query. The switch to the new search technology ensures a more stable search function. The search query also searches for attribute parts and outputs them. In this way, we provide greater stability and more efficient and accurate results through the compiled search query.

Preview: New configuration options

We present the extended configuration options in the admin area as a preview. The functionalities of the configurations are already integrated in 1801, but are still marked as preview. In the next releases you will also get this feature for productive use including documentation and examples. Symbio offers the following configuration options for the administrators:

 

Fade out
• Limit graphic option
• Hide attributes
• Hide linked objects
• Hide navigation element

 

Renaming
• Rename object facets etc.

 

Adding
• Adding a Single-Line Attribute
• Add multiline attribute
• Add link attribute
• Add attribute check box
• Add Selection List Attribute
• Add Selection List Value

Breaking News

• Symbio Perma links can be opened within Office (When using SAML)
• New status for Main Processes
• New view of “expired elements” for architects
• Optimization of ARIS® to Symbio migrations
• Extension of the Operation Manual incl. Cloud Security
• Support of Azure SQL databases

Debugging

• ZD#938: Executing role for released subprocesses in E2E maintainable
• ZD#996: Optimized waiting time when opening the policies
• Deleted graphics from the editor are not shown in the manual
• Show More Button Display Limit Optimized
• Links in evaluation groups are activated in all facets
• No ability to delete graphs in categories and Main Processes/Level 3 processes for authors/approvers

Version: 5.11

All process types are displayed without containers

Main Processes, Sub Processes and scenarios are now displayed without containers and provides faster access to the processes. This displays a continuous hierarchy of the process architecture. In the display, the viewer sees the released version and in editor mode, the modelers receive the last modified version for viewing. A specific version can be accessed via the toolbar in Main Content.

Repository objects are displayed without containers

The display of the objects in the repository is now constructed without containers, as with the processes. The abolition of containers makes the Repository objects much easier to navigate. Individual versions can also be accessed via the toolbar.

Process editing only possible by registered authors

As long as no author is defined for a process, the process can be edited by several authors at the same time, as in version 5.10. The process can be edited by several authors at the same time. From now on, a primary author (responsible for the release) and secondary authors can be defined for the process. Only the registered authors are authorized to edit the process. As in 5.10, architects and authors are allowed to edit the process independently of the assignment.

For more look at the manual chapter 5.3 (DE/EN)

Variantenmanagement for Main/Sub Processes

Variant management allows you to create variants to Main and Sub Processes. Define process variants within a company. Variant definitions provide an enterprise-wide overview of the various variants. We recommend that you define the variants according to your functional or location-specific differences. The localization of the variants, the maintenance of deviating information on the master variant, takes place in three ways

  • Process profile: Different attributes in the detailed content of the process
  • Process flow: Allows you to change the process flow.
  • Process items: The localization of individual elements contained in the process, such as Tasks.

By default, the master version of the process is displayed. The different variants are selected via the toolbar.

For more look at the manual chapter 5.6 & 5. (DE/EN)

Translation support and translation service

The new dialog to support the translation of attributes allows the user a comfortable way to translate all language-dependent attributes. The user first maintains all attributes of the standard language. All configured languages are listed via the translation dialog in the Detail Content and can be edited there.

Translation Service

With the Translation Service, Symbio offers an optional Micro Service for automatic translation of attributes. For Symbio-Cloud customers, it is currently available free of charge. When the primary and secondary language is selected, the tool automatically translates them and transfers them into the processes on an ad-hoc basis. Other languages can be selected and recorded from a large pool. With the expanded service, Symbio offers a fast and accurate way of translating, especially for customers with international offices or multilingual partners/customers.

For more look at the manual chapter 5.1.4 (DE/EN)

Role manual

In addition to the process description, the role manual is now one of the standard manuals. The template contains all the information on a role and displays its activity profile. The information includes, among other things, the description, responsibility and other relevant details of the role. The task profile displays the tasks of a role in a released Sub Process according to RACI and which tasks they take up in the process. Furthermore, the frequency of the participation of a role is presented in a statistical representation in the manual. Individual employees thus receive a complete view of the assigned Sub Pocesses and in which they are most strongly represented.

Attribute-dependent workflow behavior

By assigning attributes (e.g. obligatory and technical), different release workflows are triggered for processes to be released. The attribute dynamically controls the workflow and thus enables several branches to a release process. In this way, Symbio also establishes a hierarchical ranking order in the release process. This feature can be configured by the customer customizing in Symbio.

For more look at the manual chapter 5.2 (DE/EN)

Breaking News

  • Displaying Release Cycle Diagrams for repository
  • Organization manual as standard

Debugging

  • ZD#626: Release status can be reset by the author to “in process”.
  • ZD#794: Correction in the Release Cycle of Process Master Data
  • ZD#888: Symbio – Process view has been optimized
  • ZD#901: An error with the OK button in the consolidation of Org units has been fixed.
  • ZD#933: Opening document links with activated SAML authentication
  • Org-Document Export now contains all organizational data
  • AutoComplete works in combination with pre-filtered FacetView
  • Mass data import for MainProcesses now faster
  • ZD#829 Org responsible person from expired process version is no longer displayed
  • In released processes, viewers can view the expired roles
  • Expired sub-process modules are not displayed.
  • You can maintain roles in released global tasks
Version: 5.10

Versioning Main Processes

In addition to versioning sub-processes, Symbio now also supports versioning of main processes. Cross-process information on the lower levels can be maintained using versioning. The new Main Processes are presented without containers and the graphical view can be changed independently of the architecture. For example, unreleased main processes can be removed.

Create and select pre-generated PDF manuals

Pre-generated manuals allow you to immediately open a manual. This allows viewers to access the manuals directly in PDF format without having to generate them themselves. The manuals are created automatically or manually by the author when a process is released. The administrator adds new manual templates and can delete existing manuals.

New Template for Sub Processes

The new template for Sub Processes is more clearly structured now. All the contents of a sub-process are transparently listed in the manual, which gives viewers a comprehensive process presentation and enables them to evaluate the linked objects and process information in the manual.

New graphical view: Configure process profiles

The new Process Profile feature provides a new way of viewing the graphical process representation. With an individually configured profile, processes are now presented in a clearer way. Information can be selected as desired and placed in an independent layout. This gives viewers a visual overview of the process details. In order to make the profile available to viewers, the administrator has to assemble the elements individually, similar to the configuration of the homepage.
Text widgets allow the combination of static texts and symbio attributes and list widgets display linked objects of the selected process in a list. Visual adjustments and design changes are easy to configure.

Changing Attributes in Released Processes Without Versioning

Certain attributes (process participants, validity and organization) in already released processes can be changed by the architect without creating a new process version. This function allows you to make minor changes quickly and without the release workflow. The changes can be tracked in the Life Cycle diagram. All changed attributes are documented. This means that no data is lost.

Version: 5.10

Improvement in the generation of editor graphics

The automatically generated shapes, arrow edges and texts are easier to edit in the editor function. The post-processing is optimized in the editor, which automatically adjusts the edges and shapes.

Limiting Process Display for Viewer

Graphical views can now be restricted for viewers. The viewers can then only select the graphics that are not hidden. The dropdown list shows which graphics the viewer can select.

Automatic ID assignment

The automatic ID assignment allows you to maintain any objects with ID numbers. The automatic ID assignment provides objects with an unambiguously legible ID that includes the relation/dependence to the parent element and model types. This function is developed as an independent microservice and generates unique IDs across all databases. To use the function, it must first be installed separately and then configured.

Standard method enhancements

The object relationships that are already available in the Detail Content for Sub Processes have been enhanced by systems, risks and courses. The new IT system types Capability and System Component can be used to model the system architecture. In addition, you can now maintain up to 20 objects per attribute type for processes and tasks.

Sorting function

The sorting function allows architects to manually adjust the structure. The sorting can now be changed and adjusted as desired. The architect can sort elements in processes and in the repository by assigning numerical values. For example, the guidelines can be easily adapted from external to internal guidelines.

Version: 5.9

New process view “Matrix”

In addition to the existing views of vertical/horizontal flow, detailed view and vertical/horizontal swimlanes, there is also the view “process matrix”. The new view provides you with a compact overview of all tasks used in the process, including edges, RACI and repository elements.

Version: 5.9

Workflow for requests

With the request button, every Symbio user can comment on processes or (hierarchical) Repository objects at all levels. Clicking on “Request” opens a dialog box in which the request is specified. The user can report errors or changes and submit optimization suggestions in order to actively contribute to continuous improvement. The request runs through the same release process as a process. Once a quality manager has been defined, he or she issues the release and it is then forwarded to the person responsible for the process.

Version: 5.9

Subscription and favorites function

You can use the subscription function to follow processes and repository elements. As soon as a subscription has been created on an item, the user will be notified by mail as soon as the item has been released again. You can define frequently used processes or repository elements as favorites.

Version: 5.9

Copying process contents

Individual process steps or sections of processes can now be copied or moved to another process. Process steps are copied or moved by first selecting the objects to be copied. Then select the process in which the selection is to be inserted by clicking on the copy icon in the toolbar.

Version: 5.9

HTML Editor

Various text fields such as description, feedback and disclaimer can now also contain images and links. Common formatting (bold, italics, underscores), headings (H1, H2), enumerations and indentations can be implemented. The HTML editor allows you to further professionalize the digitization of corporate content. The formatted content can also be exported to manuals.

Version: 5.9

Design Symbio Home

The start page in Symbio can be set up and adapted with different modules, maps, initial screens etc. according to your needs. In this way you can keep an eye on all relevant information of your process house. Of course, it is also possible to create several home pages for different user groups for one database. You determine the design and content of the widgets.

Version: 5.9

Create your personal filter

You can use your home page user information to determine your affiliation with organizations and locations. This allows you to set filters that automatically affect your start page and the list displays of the repository elements.

Version: 5.9

Multi-level release procedure

To ensure a higher quality of released processes, the release now runs through two instances. If you maintain the quality manager in addition to the author and the person responsible for a process, this quality manager now receives the first release task and the person responsible receives the second release task.

Version: 5.9

Mapping of end-to-end processes and value chains

Within a category in the process architecture, you can create a “scenario” in order to create, for example, a scenario. Define an E2E process from existing processes.

Version: 5.9

New “Dependencies” View”

The Dependencies view lists all associated process data used in a process. This gives the user an overall view of all dependencies. This view can also be used to send data that has not yet been released, such as roles and systems, to the release function.

Version: 5.9

Versioning Organizational Units

The release and versioning of organizational units and therefore also from the entire organizational view is carried out according to the same principle as with other management views.

Version: 5.9

Active Directory connection via SAML

In Symbio Web, Active Directory users can be connected via SAML 2.0. This eliminates the need to manually create users in Symbio Web’s user management. Users are logged on automatically without the logon dialog. In addition, SAML user groups can be maintained using SAML group management, so that members of this group can have the same rights. Users who are members of more than one group get the permissions from the group in which they have the highest permissions.