enterprise_architecture_modeling

User Guide PUBLIC
SAP PowerDesigner
Document Version: 16.6 SP01 – 2016-06-13
Enterprise Architecture Modeling

SAP PowerDesigner Documentation Collection
Content
1 Planning Your Enterprise Architecture Initiative. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

1.1 Preparing Your PowerDesigner Landscape and Repository. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
1.2 Creating an EAM. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
EAM Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12
Setting Model Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
1.3 Creating an Enterprise Architecture Framework Project. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
1.4 Creating EAM Diagrams. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Displaying EAM Objects in Diagrams. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Setting EAM Display Preferences. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
1.5 Structuring EAM Objects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
1.6 Replicating EAM Objects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21
1.7 The EA Example Model, Excel Imports, and Charts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
EA Example Diagrams. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26
EA Example Charts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
1.8 Extending your Modeling Environment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
2 Organization Architecture Modeling. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

2.1 Organization Charts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35
2.2 Business Communications Diagrams. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
2.3 Sites (EAM). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
2.4 Organization Units (EAM). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .40
2.5 People (EAM). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Associating a Person, Organization Unit, or Role with an Object. . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Importing Role Associations from Excel. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
2.6 Roles (EAM). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
2.7 Business Flows (EAM). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
2.8 Importing Organization Architecture Metadata from Excel. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
3 Process and Function Architecture Modeling. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51

3.1 Process Maps. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Creating a Multi-Level Process Map. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
3.2 City Planning Diagrams. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
3.3 Architecture Areas (EAM). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
3.4 Business Functions (EAM). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
3.5 Processes (EAM). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Linking Processes to Business Process Diagrams. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
3.6 Importing Process Architecture Metadata from Excel. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
PUBLIC Enterprise Architecture Modeling

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4 Application Architecture Modeling. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
4.1 Application Architecture Diagrams. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
4.2 Service-Oriented Diagrams. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
4.3 Systems and Applications (EAM). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
4.4 Databases (EAM). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
4.5 Components (EAM). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
4.6 Forms (EAM). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
4.7 Documents, and Reports (EAM). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Document Data (EAM). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
4.8 ETL Jobs (EAM). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .75
4.9 Contracts (EAM). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
4.10 Application and Business Services (EAM). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Business and Application Service Operations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
4.11 Application Links (EAM). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .80
4.12 Importing Application Architecture Metadata from Excel. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
5 Infrastructure Architecture Modeling. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

5.1 Technology Infrastructure Diagrams. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
5.2 Servers, Workstations, Mobile Devices, and Network Nodes (EAM). . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Modeling Cluster Servers and Virtual Machines. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
5.3 Networks (EAM). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
5.4 Deployment Instances (EAM). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Importing Deployment Instances from Excel. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
5.5 Infrastructure Links (EAM). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
5.6 Importing Infrastructure Architecture Metadata from Excel. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .93
6 Goal and EA Project Modeling. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95

6.1 Timeline Diagrams. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .95
6.2 Goals (EAM). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
6.3 Programs, Projects, and Phases (EAM). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Specifying the Fulfillment of Goals by a Project. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .101
Specifying the Impact of a Project on EA Assets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .102
6.4 Importing Corporate Goals and EA Projects from Excel. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
Importing Impacts, Fulfillments, and Stakeholders from Excel. . . . . . . . . . . . . . . . . . . . . . . . . . . .104
7 SAP IQ Reference Architecture Model. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

7.1 Creating a Reference Architecture Model. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
7.2 Creating Reference Architectures. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
Reference Architecture Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
Database Server Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
IQ Server Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114
SAN Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
Enterprise Architecture Modeling PUBLIC

Content © 2016 SAP SE or an SAP affiliate company. All rights reserved. 3
IQ Store Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
Query Type Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116
Reference Architecture Model Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116
Logical Server Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
7.3 Comparing Reference Architectures. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .118
7.4 Modifying and Regenerating Reference Architectures. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
7.5 Generating Reports from a Reference Architecture Model. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
8 Hardware Profile Library. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121
8.1 Importing Profiles from the SPEC Website. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121
Hardware Profile Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122
8.2 Hardware Profile Library Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
Specifying Additional Query Types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
9 Checking an EAM. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
9.1 Package Checks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .125
9.2 Application, Application Service, Component and Database Checks. . . . . . . . . . . . . . . . . . . . . . . . . . 126
9.3 Application Link Checks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
9.4 Contract Checks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
9.5 Deployment Instance Checks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128
9.6 Form Checks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129
9.7 Hardware Server, Mobile Device, Network Node and Workstation Checks. . . . . . . . . . . . . . . . . . . . . . 130
9.8 Network Checks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131
9.9 Organization Unit Checks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131

9.10 Person Checks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .132
9.11 Software Server Checks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133
10 Importing and Linking to and Generating and Exporting from an EAM. . . . . . . . . . . . . . . . . . . . . 134
10.1 Importing EA Metadata from Excel. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .134
10.2 Importing Visio Diagrams into PowerDesigner. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
10.3 Exporting and Importing Objects to and from Other Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137
Exporting Objects from an EAM to Another Model. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139
Importing Objects from Another Model into an EAM. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140
10.4 Traceability Links. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141
Importing Traceability Links from Excel. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .142
10.5 Specifying Diagrams as Related Diagrams. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143
10.6 Generating an EAM from an EAM. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144

4 © 2016 SAP SE or an SAP affiliate company. All rights reserved. Content
1 Planning Your Enterprise Architecture
Initiative
An enterprise architecture model (EAM) helps you analyze and document your organization, its functions and
processes, the applications and systems that support them, and the physical architecture on which they are
implemented.
Context
SAP® PowerDesigner® provides a robust solution for collecting, analyzing, communicating, and maintaining
enterprise architecture metadata in order to:
● Align IT strategy with business goals, capabilities, and processes.

● Comply with legal standards or regulations requiring documentation of your organization's architecture.
● Document and communicate change management for:
○ Rationalization – seeking cost savings and efficiencies by standardizing and simplifying architectures.
○ Technology changes – where your system will be upgraded.
○ An acquisition or merger – where two disparate systems must be made to work together.
Note
You can create and edit enterprise architecture diagrams in your Web browser using PowerDesigner Web:
Table 1:
View, Create, and Edit View Only
● Process maps ● Organization charts

● Enterprise architecture diagrams - Unify the following ● Timeline diagrams
types of diagram and support the creation of any enter
prise architecture object:
○ Business communication diagrams
○ City planning diagrams
○ Application architecture diagrams
○ Service-oriented diagrams
○ Technology infrastructure diagrams
For detailed information about Web support for enterprise architecture, see PowerDesigner Web > Enterprise
Architecture.

Planning Your Enterprise Architecture Initiative © 2016 SAP SE or an SAP affiliate company. All rights reserved. 5
Procedure
1. Prepare your PowerDesigner landscape and repository to receive your metadata (see Preparing Your
PowerDesigner Landscape and Repository [page 9]).
2. Decide what metadata you want to collect and how you want to structure it. The four broad domains of EA
metadata are:
○ Organization Architecture - The people, sites, and structures of your organization (see Organization
Architecture Modeling [page 35])
○ Process and Function Architecture - What your organization does and how it does it (see Process and
Function Architecture Modeling [page 51])
○ Application Architecture - The software that your organization uses (see Application Architecture
Modeling [page 62])
○ Infrastructure Architecture - The hardware and physical assets that your organization uses (see
Infrastructure Architecture Modeling [page 83])
Note
The EA Example.eam uses a subset of the available EA objects from each of these domains, structured in
a particular way, and can be used as the starting point for your deliberations (see The EA Example Model,
Excel Imports, and Charts [page 23]).
3. Create individual models (see Creating an EAM [page 10]) or an enterprise architecture framework project
that combines your EAM diagrams with those of a Physical Data Model and other PowerDesigner modules
(Creating an Enterprise Architecture Framework Project [page 13]) to begin modeling.
4. Import previously collated metadata where possible (see Importing EA Metadata from Excel [page 134] and
Importing Visio Diagrams into PowerDesigner [page 135]).
5. Connect your high-level EA models to your underlying landscape by inviting stakeholders, DBAs, developers,
and implementers to create more detailed models of processes, databases, web services, and other assets.
Business users who are process owners can document their processes in BPMN 2.0 business process
diagrams using the Web browser-based PowerDesigner Web client (see PowerDesigner Web).

6 © 2016 SAP SE or an SAP affiliate company. All rights reserved. Planning Your Enterprise Architecture Initiative
6. Create connections between your enterprise architecture and implementation models using:
○ Import and export wizards (see Exporting and Importing Objects to and from Other Models [page 137]).
○ Traceability links (see Traceability Links [page 141]).
○ Related diagrams (see Specifying Diagrams as Related Diagrams [page 143]).
7. Create appropriate viewpoints into your EA assets using:
○ Diagrams - Visualize and organize selected assets according to a particular need (see Creating EAM
Diagrams [page 15] and Displaying EAM Objects in Diagrams [page 15]).
○ Charts - Analyze your assets based on datasets you define (see EA Example Charts [page 29]).
○ Impact Analyses - Show how changes to one or more objects will impact others to which they are linked
(see Core Features Guide > Linking and Synchronizing Models > Impact and Lineage Analysis).
○ Dependency Matrices - Show connections between different types of objects (see Core Features Guide >
Modeling with PowerDesigner > Diagrams, Matrices, and Symbols > Dependency Matrices).
8. Add information about how your corporate goals can be fulfilled through changes to your landscape, and the
impacts that such changes will have on your assets (see Goal and EA Project Modeling [page 95]).
9. Communicate your EA metadata to stakeholders and the wider organization, using:

○ PowerDesigner Web - Provides access to all your diagrams and metadata via a Web browser (see
PowerDesigner Web).
○ HTML and RTF Reports - Provide snapshots of your metadata suitable for documentation or inclusion in
other reports (see Core Features Guide > Modeling with PowerDesigner > Reports).
○ CSV Exports - For consumption by other reports or processes. Available from any list dialog.
10. Maintain your metadata in your repository and use it for ongoing planning, communication, and development:

1.1 Preparing Your PowerDesigner Landscape and
Repository
The PowerDesigner repository provides a central point of storage for all your modeling assets, and can serve as
the single source of truth for your enterprise metadata.
Procedure
1. Deploy your PowerDesigner repository to an appropriate server (see Installation Guide > Planning Your
PowerDesigner® Installation) and connect to it.
2. Design an appropriate top-level folder structure for your repository to organize the models and other
documents that will be stored there. For example, you may create the following folders:
○ Library - Pushes reference information and extensions and customization to all users (see Core Features
Guide > Modeling with PowerDesigner > The Browser > The Library. Lists and catalogs of enterprise
artifacts are commonly saved to the Library to promote their reuse in other models:
○ Glossary - Used for standardizing object names (see Core Features Guide > Modeling with
PowerDesigner > The Browser > The Glossary).
○ Data Dictionary (CDM) - Defines common data elements (see Data Modeling > Building Data Models >
Conceptual and Logical Diagrams > Conceptual Diagrams > Example: Building a Data Dictionary in a
CDM).
○ Organization Architecture (EAM) - Sites, Organization Units, and People (see Organization
Architecture Modeling [page 35]).
○ Resource Files - PowerDesigner resource files are often distributed through the library to ensure that
all modelers are using the latest extensions and customizations (see Extending your Modeling
Environment [page 33]).
○ EA Content - Can contain one or more high-level EA models and project documents, and may be
branched to show the current or "as-is" situation and the projected "to-be" landscape.
○ EA Projects - Can contain one or more EA models drawing on objects in your landscape to show the goals
that a project will contribute to fulfilling, and the assets that it will impact while doing so (see Goal and EA
Project Modeling [page 95]).
○ Processes - Commonly contains an EAM model containing your 4-level process map and a folder
structure to organize the business process models used to model in detail your level 4 processes (see
Process Maps [page 51]).
○ Implementation Models - Can contain data models and other lower-level implementation models.
3. Create user accounts and set appropriate permissions based on who will need to consult, contribute to, or
manage the metadata in each of your folders (see Core Features Guide > Administering PowerDesigner >
Controlling Repository Access).

1.2 Creating an EAM
You create a new enterprise architecture model by selecting File New Model .
Context
Note
In addition to creating an EAM from scratch with the following procedure, you can also create a model by
importing:
● An Excel file (see Importing EA Metadata from Excel [page 134]).

● A Visio file (see Importing Visio Diagrams into PowerDesigner [page 135]).
The New Model dialog is highly configurable, and your administrator may hide options that are not relevant for
your work or provide templates or predefined models to guide you through model creation. When you open the
dialog, one or more of the following buttons will be available on the left hand side:
● Categories - which provides a set of predefined models and diagrams sorted in a configurable category
structure.
● Model types - which provides the classic list of PowerDesigner model types and diagrams.
● Template files - which provides a set of model templates sorted by model type.

Procedure
1. Select File New Model to open the New Model dialog.

2. Click a button, and then select a category or model type ( Enterprise Architecture Model ) in the left-hand
pane.
3. Select an item in the right-hand pane. Depending on how your New Model dialog is configured, these items
may be first diagrams or templates on which to base the creation of your model.
Use the Views tool on the upper right hand side of the dialog to control the display of the items.
4. Enter a model name. The code of the model, which is used for script or code generation, is derived from this
name using the model naming conventions.
5. [optional] Click the Select Extensions button and attach one or more extensions to your model.
6. Click OK to create and open the enterprise architecture model .
Note
Sample EAMs are available in the Example Directory.

1.2.1 EAM Properties
You open the model property sheet by right-clicking the model in the Browser and selecting Properties.
Each enterprise architecture model has the following model properties:
Table 2:
Property Description
Name/Code/Comment Identify the model. The name should clearly convey the model's purpose to non-technical
users, while the code, which is used for generating code or scripts, may be abbreviated, and
should not normally include spaces. You can optionally add a comment to provide more de
tailed information about the model. By default the code is auto-generated from the name by
applying the naming conventions specified in the model options. To decouple name-code syn
chronization, click to release the = button to the right of the Code field.
Filename Specifies the location of the model file. This box is empty if the model has never been saved.
Author Specifies the author of the model. If you enter nothing, the Author field in diagram title boxes
displays the user name from the model property sheet Version Info tab. If you enter a space,
the Author field displays nothing.
Version Specifies the version of the model. You can use this box to display the repository version or a
user defined version of the model. This parameter is defined in the display preferences of the
Title node.
Default diagram Specifies the diagram displayed by default when you open the model.
Keywords Provide a way of loosely grouping objects through tagging. To enter multiple keywords, sepa
rate them with commas.
1.2.2 Setting Model Options
You can set EAM model options by selecting Tools Model Options or right-clicking the diagram background
and selecting Model Options.
You can set the following options on the Model Settings page:
Table 3:
Option Description
Name/Code case sen Specifies that the names and codes for all objects are case sensitive, allowing you to have two objects
sitive with identical names or codes but different cases in the same model. If you change case sensitivity
during the design process, we recommend that you check your model to verify that your model does
not contain any duplicate objects.

Option Description
Enable links to re Displays a Requirements tab in the property sheet of every object in the model, which allows you to
quirements attach requirements to objects (see Requirements Modeling).
External Shortcut Specifies the properties that are stored for external shortcuts to objects in other models for display in
Properties property sheets and on symbols. By default, All properties appear, but you can select to display only
Name/Code to reduce the size of your model.
Note
This option only controls properties of external shortcuts to models of the same type (PDM to
PDM, EAM to EAM, etc). External shortcuts to objects in other types of model can show only the
basic shortcut properties.
For information about controlling the naming conventions of your models, see Core Features Guide > Modeling
with PowerDesigner > Objects > Naming Conventions.
1.3 Creating an Enterprise Architecture Framework Project
PowerDesigner provides support for some of the most popular enterprise architecture frameworks in the form of
project templates.
Procedure
1. Select File New Project to open the New Project dialog.

2. In the Project type pane, expand the EA Frameworks node and select one of the available frameworks.
3. Specify a name for the project and a location to save it, and then click OK to create the project.
The project opens to the framework matrix, from which you can create models, diagrams, lists, and other
items to complete the requirements of the framework:

Results
For detailed information about working with projects, see Core Features Guide > Modeling with PowerDesigner >
Projects and Frameworks.

1.4 Creating EAM Diagrams
When you want to visualize a part of your environment for yourself or a stakeholder, create a diagram and add the
appropriate objects to it. If another stakeholder requires a different level of detail or different information, then
create a separate diagram for them.
Note
Every PowerDesigner object can be displayed in multiple diagrams to show it in different contexts. All of the
links that you create to other objects in all such diagrams are stored in the object to allow you to analyze the
entirety of its dependencies (see Core Features Guide > Linking and Synchronizing Models > Impact and
Lineage Analysis).
You specify a first diagram when you create an EAM. To add further diagrams in your model, right-click its
Browser entry and select New <Diagram> . The following types of diagrams are available:
● A process map provides a graphical view of your business architecture, and helps you identify your business
functions and high-level processes, independent of the people and business units who fulfill them. See
Process Maps [page 51].
● A city planning diagram provides a graphical view of the big picture of your enterprise architecture, using the
metaphor of planning the infrastructure of a city to represent the organization of functions, systems,
applications, etc into architectural areas. See City Planning Diagrams [page 53].
● An organization chart provides a graphical view of your organization as a tree structure, and helps you
analyze and display the relationships between organization units (divisions, groups, teams, etc), individuals,
and roles. See Organization Charts [page 35].
● A business communication diagram provides a graphical view of your organization, and helps you analyze, the
relationships, flows, and other connections between business functions, organization units, roles, and sites.
See Business Communications Diagrams [page 36].
● An application architecture diagram provides a high-level graphical view of the application architecture, and
helps you identify applications, sub-applications, components, databases, services, etc, and their
interactions. See Application Architecture Diagrams [page 62].
● A service-oriented diagram provides a graphical view of your business and application services and the
relationships between them, and helps you associate applications and other application layer objects with
business services and processes to assist with SOA design. See Service-Oriented Diagrams [page 64].
● A technology infrastructure diagram provides a high-level graphical view of the physical architecture required
to support the application architecture. See Technology Infrastructure Diagrams [page 83].
● A timeline diagram provides a calendar-style overview of your enterprise architecture programs and projects
in relation to your goals, or to the assets that they impact or are in other ways related to. See Timeline
Diagrams [page 95].
1.4.1 Displaying EAM Objects in Diagrams

You can create EAM objects directly in a diagram using the Toolbox or Model menu. You can display existing
objects in a diagram by dragging them from the Browser or selecting Symbol Show Symbol and choosing
them from the various sub-tabs of the Show Symbols dialog.
The following symbol modes are available:

Table 4:
Mode Details
Icon: Most EAM objects support icon or picture symbols that display a name or other limited
information beneath them. To switch between icon and detail mode, right-click the
symbol and toggle the Show Detail command or press CTRL+Q.
To change any object symbol to an icon, select a Custom Shape of type Bitmap in the
Symbol Format or Display Preferences dialog.
Detail: All objects support detail symbols (rectangles or other shapes) that can contain exten
sive information about the object inside the symbol, including lists of sub-objects. To
control the information displayed, use the Content tab in the Symbol Format or Display
Preferences dialog.
Editable Composite: Some EAM objects (see below) support editable composite symbols that allow you to
create or drag and drop sub-objects on the symbol.
To switch between composite and detail mode, right-click the symbol and use the
Composite View submenu.
● To change the format or content of one or more individual symbols, select them, then right-click in the
selection, and select Format. Use the commands Get Format and Apply Format to copy the format of one
symbol to another.
● To change the format or content of all the symbols in a diagram, select Tools Display Preferences .
● To arrange and manipulate groups of symbols, use the Symbol menu.
1.4.2 Setting EAM Display Preferences
PowerDesigner display preferences allow you to customize the format of object symbols, and the information that
is displayed on them. To set enterprise architecture model display preferences, select Tools Display
Preferences or right-click the diagram background and select Display Preferences.
In the Display Preferences dialog, select the type of object in the list in the left pane, and modify its appearance in
the right pane.

You can control what properties it will display on the Content tab, and how it will look on the Format tab. If the
properties that you want to display are not available for selection on the Content tab, click the Advanced button
and add them using the Customize Content dialog.
For detailed information about controlling the appearance and content of object symbols, see Core Features
Guide > Modeling with PowerDesigner > Diagrams, Matrices, and Symbols > Display Preferences.
1.5 Structuring EAM Objects
The PowerDesigner metamodel is very rich and allows you to structure and organize your objects in flexible ways.
Many enterprise architecture objects can be decomposed into sub-objects, and some can contain other objects
and/or can be used to group other objects.
The following objects provide the principal ways for grouping other objects:
● Architecture areas - Provide logical groupings of objects (see Architecture Areas (EAM) [page 54]). Any
object can be attached to an architecture area and can appear inside the area symbol. Objects can be
attached to multiple architecture areas:
● Sites - Provide geographical groupings of objects (see Sites (EAM) [page 38]). Many types of objects can be
attached to a site and can appear inside the site symbol. Organization units, roles, business functions,
systems and databases can be attached to multiple sites, while people and machines can only be attached to
one:
● Networks - Provide virtual groupings of objects (see Networks (EAM) [page 87]). Hardware objects and
deployment instances can be attached to a network and can appear inside the network symbol:

Note
Objects associated with an architecture area, site, or network do not belong to these objects, and will not
be deleted if you delete the area, site or network. However, areas can contain sub-areas, sites can contain
sub-sites, and networks can contain sub-networks, and these sub-objects do belong to their parents and
will be deleted if their parent is deleted.
● Organization units - Can contain sub-units and can group people (see Organization Units (EAM) [page 40]).
A person can belong to multiple organization units.
● Business functions can contain sub-functions and processes (see Business Functions (EAM) [page 56]),
and processes can contain sub-processes (see Processes (EAM) [page 57]). Such sub-objects will be
deleted if their parent is deleted.
Note
Sub-processes cannot be shown inside their parent process symbol in an enterprise architecture diagram.
They can be shown only in a sub-process map (see Process Maps [page 51]).
● Systems and applications can contain various other application architecture objects (see Systems and
Applications (EAM) [page 67]), which will be deleted if you delete the parent object:

● Hardware and software servers, workstations, and mobile devices can have application architecture objects
deployed to them (see Servers, Workstations, Mobile Devices, and Network Nodes (EAM) [page 85]). The
deployment is modeled with deployment instances (see Deployment Instances (EAM) [page 89]). Each
deployment instance is a sub-object of its parent hardware object, and will be deleted if you delete the parent,
leaving the software asset itself unaffected.
In this diagram, all the main ways of decomposition, containing, and grouping objects are represented as follows:
Table 5:
Symbol Meaning
Box-in-box Decomposition - The object can be decomposed into sub-objects, which belong to the parent object and
will be deleted if the parent is deleted. For example, an area can contain sub-areas and a site can contain
sub-sites. Sub-objects are displayed under the parent object in the Browser and on a dedicated tab in its
property sheet.
Note
*Processes can contain sub-processes but the sub-processes cannot be shown inside the parent proc
ess symbol. The structure of processes and sub-processes is shown using the dedicated process map
diagram (see Process Maps [page 51]). Similarly, organization units can contain sub-units but this re
lationship can only be shown in an organization chart.
Solid arrow Containing sub-objects - The object can contain other objects, which belong to the parent object and will
be deleted if the parent is deleted. For example, a system can contain sub-systems, applications, data
bases, and other software artifacts. Child objects are displayed under the parent object in the Browser and
on dedicated tabs in its property sheet.
Dashed arrow Grouping objects - The object can group other objects, but these grouped objects do not belong to the
grouping object and will not be deleted if the grouping object is deleted. For example, a site can group peo
ple, functions, systems, servers, and various other objects. Grouped objects are not displayed under the
grouping object in the Browser but are listed in various ways in its property sheet.
Note
**Architecture areas can group any artifact.

1.6 Replicating EAM Objects
You can create a replica of an object from one model to another (or from one package to another) through drag
and drop, or from the Replicate Objects dialog. The replica is a local copy of the object, all its properties (including
replicas of all its sub-objects) are by default synchronized with its source object, and you can select to edit any or
all of the properties and sub-objects locally, while keeping the others synchronized. Reusing objects in this way
prevents unneccessary duplication of information and improves the quality and scope of impact analysis.
To replicate an object, right-click it in the Browser or a diagram, drag and drop it to where you want to create the
replica, release the right mouse button, and select Replicate Here. Alternately, select Edit Replicate Objects
in the model in which you want to create the replica to open the Replicate Objects dialog, and select the objects to
replicate. For detailed information about working with replicas, see Core Features Guide > Linking and
Synchronizing Models > Shortcuts and Replicas.
When working with composite objects (such as hierarchies of sub-functions inside an EAM function), you create a
replica of any object at any level in the hierarchy, and the replica symbol will display all levels of sub-objects by
default. In the following example, objects at each level of the Kayak > Velocity > Reflektor > Reflektor
Core hierarchy of objects are replicated and display their sub-objects in the resulting replica symbols:
Table 6:
Source Object Replicas
If you replicate an object by dragging and dropping a symbol from one diagram to another as a replica, the
replicated object symbol will respect the formatting and content of the source symbol, including displaying only
those sub-objects that are displayed on the source-symbol, and you can:
● Change the format of the replica symbol as if it were a local object, including controlling whether the
composite view is shown at each level, and hiding individual sub-objects.
● Desynchronize collections of sub-objects to make them editable, and then delete sub-objects from the replica
by selecting them and clicking Delete and create new sub-objects using the Toolbox or property sheet.

● Review and obtain any changes to desynchronized collections on the source object in your replica by right-
clicking the replica in the Browser or diagram and selecting Update Replica from Source Object. Changes to
any synchronized (non-editable) properties and collections continue to be pushed automatically to the
replica.
In the following example, the Marketing business function is replicated and the following modifications made to
the replica:
● The Name property has been desynchronized and changed.

● The Marketing Insights and Performance Management sub-sub-function has been hidden.
● The Customer Experience Management Sub-functions collection has been desynchronized, two sub-
functions have been deleted, and Project X Experience has been added.
● The Marketing Resource Management symbol has been modified to hide its sub-functions by right-
clicking it and selecting Composite View None .
Table 7:
Source Object Replicas
Only objects that are children of the composite object are replicated with it, and objects that are merely
associated with it are not replicated. An exception is made for the objects associated with an architecture area,
which while not strictly sub-objects of the area, are nonetheless replicated with the area.
In the following example, the hierarchy of sites is replicated (though the business function associated with France
is not), while all the objects associated with the area are replicated with it:

Table 8:
Source Objects Replicas
1.7 The EA Example Model, Excel Imports, and Charts
The PowerDesigner enterprise architecture metamodel is very open and can be used to model your artifacts in
many different structures. To help you understand the EA metamodel and to orient you in planning your own
models, we provide the EA Example model.
EA Example Files
The EA Example model and its associated files are available in the <install_dir>/Examples/EAExample
folder. The following files are provided:
● A set of Excel files containing metadata to import (see Importing EA Metadata from Excel [page 134]) to
create all the objects in EA Example, and which you can adapt to import your own artifacts.
● The EAExample.eam model, containing a selection of diagrams visualizing certain of these objects (see EA
Example Diagrams [page 26]), which you can open in the PowerDesigner desktop client.

● The EAExample.xem extension file, which contains dataset definitions to drive charts to analyze the
metadata contained in the model (see EA Example Charts [page 29]). This file is loaded by default in your
repository Library folder and can be used directly with your own models if they conform to the
EAExample.eam structure or be adapted to your chosen structure.
● The EAExample.db SQL Anywhere repository database, which contains the model, extension file, and charts
for viewing in a Web browser using the PowerDesigner Web client. For information about installing and
accessing this repository, see Installation Guide > Installing the Repository > Installing the EA Example
Repository .
EA Example Structure
The Acme Group created the EA Example model to understand its internal architecture and to plan changes to it
by capturing metadata in PowerDesigner. After exploring the PowerDesigner metamodel, the architects decided
to import a subset of the artifacts available and to structure them as follows:

● Organization architecture - models the people, sites, and structures of the organization. EA Example contains:
○ Sites - in three levels, from regions, through countries, to sites.
○ Organization Units - in two levels, with people belonging to the second-level units and associated with a
site.
● Process and function architecture - models what the organization does and how it does it. EA Example
contains:
○ Processes - in four levels, with fourth-level processes linked to systems via traceability links.
○ Business functions - in two levels, with first-level functions linked to projects and second-level functions
linked to systems via traceability links.
● Application architecture- models the software that the organization uses. EA Example contains:
○ Systems - which can contain applications and databases.
● Infrastructure architecture - models the hardware and physical assets that the organization uses. EA Example
contains:
○ Hardware servers - which are located in sites, and to which systems are deployed.
● You can model your corporate goals, how they will be fulfilled through changes to your architecture and what
impacts these changes will have on your artifacts. EA Example contains:
○ Goals - in three levels, with third-level goals fulfilled by projects.
○ Programs - in two levels, with second-level programs containing projects.
○ Projects - which impact systems.
● In addition to the links shown in the diagram, EA Example contains role association links, which connect
people to the following objects:
○ Business functions (as owner)
○ Processes (as owner)
○ Hardware servers (as owner)
○ Databases (as owner)
○ Applications (as owner)
○ Programs (as sponsor)
○ Projects (as sponsor)

1.7.1 EA Example Diagrams
Diagrams allow you to present selected artifacts for visualization. The EA Example model contains a number of
example diagrams, which can be viewed with the PowerDesigner desktop client or by installing the EA Example
repository and navigating to it with PowerDesigner Web.
Table 9:
Description Diagram
Organization Chart
Shows the structure of organization units in Acme Group
Corporate Goals
Shows high-level corporate goals broken down to three levels
Shared Services Projects
Shows the projects that contribute to fulfilling a particular

goal.

Description Diagram
Worldwide Sites
Shows the company sites organized by region and country.
Capabilities
Shows business functions representing capabilities, organized

by area.

Description Diagram
Business Warehouse US
Shows the systems that upload data to this system.
Project Random
Shows the goal to which this contributes and the systems it

will impact.
Swindon Server Farm
Shows the servers deployed to this site and the databases and
applications deployed to them.
Process Map
Show the company's level one processes.

Description Diagram
Functions - System Dependencies
Shows the systems on which level one and two business func
tions depend.
Core Technologies (and other timelines)
Show the timeline for scheduling the EA projects, organized

by goals and other criteria.
1.7.2 EA Example Charts
Charts allow you to visualize statistics drawn from your metadata. The EA Example model has a number of
example charts defined for it, which can be viewed by installing the EA Example repository and navigating to it
with PowerDesigner Web.
The following example charts are defined in the EA Charts extension file, which is loaded by default in your
repository library (and which is delivered as part of the EA Example files available at <install_dir>/
Examples/EAExample). For information about working with datasets, see Customizing and Extending
PowerDesigner > Extension Files > Chart Datasets (Profile)

Table 10:
Dataset and Chart Configuration Chart
Question: What OS are my servers running?
Path: Model Hardware Server (Operating System,
Operating System Version)
Chart: A pie chart with each OS as a piece of the pie:
● Pie Sectors: Count (of hardware servers)

● Legend Color: Operating System
Question: What OSs are running where?
Path: Site Site Site Hardware Server (Operating
System, Operating System Version)
Chart: A stacked bar chart with OSs as stacked colored bars
● Measures: Count (of hardware servers)

● X Axis: Region, Country
● Legend Color: Operating System
Question: What DBMSs are my servers running?
Path: Model Database (DBMS, DBMS Version)
Chart: A pie chart with each DBMS as a piece of the pie:
● Pie Sectors: Count (of databases)

● Legend Color: DBMS

Question: What DBMSs are deployed where?
Path: Site Site Site Hardware Server Deployment
Instance Database (DBMS, DBMS Version)
Chart: A tree map:
● Area Weight: Count (of databases)

● Area Color: Count (of databases)
● Area Name: Region, Country, Site, DBMS
Question: Who are my process owners and what processes do

they own?
Path: Organization Unit Organization Unit Person
Role Association Process
Chart: A bar chart with a bar per person:
● Y Axis: Count (of processes)

● X Axis: Person
● Legend Color: Organization Unit
Question: What is my IT Capex by Program and Project?
Path: Program Program Project (ItCapex)
Chart: A tree map:
● Area Weight: ItCapex

● Area Color: ItCapex
● Area Name: Program, SubProgram, Project

Question: What is my IT Capex by Goal?
Path: Goal Goal Goal Fulfillment Project
(ItCapex)
Chart: A pie chart with each goal as a piece of the pie:
● Pie Sectors: ItCapex

● Legend Color: Goal
Question: What is my IT Capex by Business Function?
Path: BusinessFunction BusinessFunction
TraceabilityLink Project (ItCapex)
Chart: A bar chart with a bar per business function:
● Y Axis: ItCapex
● X Axis: L1 Business Function
Question: How complex are the dependencies of my business

functions on applications?
Path: BusinessFunction BusinessFunction
TraceabilityLink System EnterpriseApplication
● Y Axis: Count (of applications)


Question: What is the impact of my projects on processes?
Path: Process Process Process Process
TraceabilityLink System Impact Project
● Y Axis: Count (of projects)

1.8 Extending your Modeling Environment

You can customize and extend PowerDesigner metaclasses, parameters, and file generation with extensions,
which can be stored as part of your model or in separate extension files (*.xem) for reuse with other models.
To access extensions defined in a *.xem file, simply attach the file to your model. You can do this when creating a
new model by clicking the Select Extensions button at the bottom of the New Model dialog, or at any time by
selecting Model Extensions to open the List of Extensions and clicking the Attach an Extension tool.
In each case, you arrive at the Select Extensions dialog, which lists the extensions available, sorted on sub-tabs
appropriate to the type of model you are working with:

To quickly add a property or collection to an object from its property sheet, click the menu button in the bottom-
left corner (or press F11) and select New Attribute or New List of Associated Objects. For more information, see
Core Features Guide > Modeling with PowerDesigner > Objects > Extending Objects.
To create a new extension file and define extensions in the Resource Editor, select Model Extensions , click
Add a Row, and then click Properties. For detailed information about working with extensions, see Customizing
and Extending PowerDesigner > Extension Files.

2 Organization Architecture Modeling
PowerDesigner provides you with various tools to capture, analyze, visualize, and plan changes to your
organization. You can create organization charts to show the structure of your organization and business
communication diagrams to show the information that transits across your sites and organization units.
2.1 Organization Charts
An organization chart provides a graphical view of your organization as a tree structure, and helps you analyze
and display the relationships between organization units (divisions, groups, teams, etc), individuals, and roles.
In the following example, the company is analyzed into its top-level departments and the major groups within
them:
To create a organization chart in an existing EAM, right-click the model in the Browser and select New
Organization Chart Diagram . To create a new model, select File New Model , choose Enterprise
Architecture Model as the model type and Organization Chart Diagram as the first diagram, and then click OK.
The following objects can be created from the organization chart toolbox:

Organization Architecture Modeling © 2016 SAP SE or an SAP affiliate company. All rights reserved. 35
Table 11:
Tool Description
A group, department, function, or other collection of people or organization units. See Organization
Units (EAM) [page 40].
An individual. See People (EAM) [page 41].
A link between organization units or people. See Roles (EAM) [page 46].
A high-level EA initiative. See Programs, Projects, and Phases (EAM) [page 99]
An EA initiative. See Programs, Projects, and Phases (EAM) [page 99]
A mission, vision, strategy, or objective. See Goals (EAM) [page 98]
Impact - A link from an EA initiative to the asset that it impacts. See Specifying the Impact of a Project
on EA Assets [page 102].
Role Association - A link from an EA asset to a person, group, or role that is responsible for or otherwise
associated with it. See Associating a Person, Organization Unit, or Role with an Object [page 43].
For more information about objects and diagrams, see Displaying EAM Objects in Diagrams [page 15].
2.2 Business Communications Diagrams
A business communication diagram provides a graphical view of your organization, and helps you analyze, the
relationships, flows, and other connections between business functions, organization units, roles, and sites.
In the following example, communications between the company, its customers and suppliers are analyzed, as
well as those between the different company sites:

36 © 2016 SAP SE or an SAP affiliate company. All rights reserved. Organization Architecture Modeling
To create a business communication diagram in an existing EAM, right-click the model in the Browser and select
New Business Communication Diagram . To create a new model, select File New Model , choose
Enterprise Architecture Model as the model type and Business Communication Diagram as the first diagram, and
then click OK.
All objects can be displayed in a business communication diagram but the primary focus is on the following
business objects, which can be created from the toolbox:
Table 12:
Tool Description
Architecture Area - An abstract object for grouping other objects. See Architecture Areas (EAM) [page
54].
Business Function - An aggregation of processes and/or sub-functions. See Business Functions (EAM)
[page 56].
Business Flow - A link between elements in a business diagram. See Business Flows (EAM) [page 47].
Process - An activity or group of sub-processes. See Processes (EAM) [page 57].
Site - A physical location. See Sites (EAM) [page 38].
Organization Unit - A group, department, function, or other collection of people or organization units.
See Organization Units (EAM) [page 40].

Tool Description
Person - An individual. See People (EAM) [page 41].
Role - A set of responsibilities. See Roles (EAM) [page 46].
Program - A high-level EA initiative. See Programs, Projects, and Phases (EAM) [page 99].
Project - An EA initiative. See Programs, Projects, and Phases (EAM) [page 99].
Goal - A mission, vision, strategy, or objective. See Goals (EAM) [page 98].
Fulfillment - A link from an EA initiative to a goal that it contributes to fulfilling. See Specifying the Fulfill
ment of Goals by a Project [page 101].
2.3 Sites (EAM)
A site is a physical location that can contain sub-sites and can geographically group people, organizations and
various other objects.
For more information about grouping and organizing EAM objects, see Structuring EAM Objects [page 17].
In this example, the USA site contains the San Francisco, Chicago, Boston, and New York sub-sites:

Creating a Site
You can create a site from the Toolbox, Browser, or Model menu, or on the Sub-Sites tab of another site.
Site Properties
To view or edit a site's properties, double-click its diagram symbol or Browser or list entry. The property sheet
tabs and fields listed here are those available by default, before any customization of the interface by you or an
administrator.
The General tab contains the following properties:
Table 13:
Name/Code/ Identify the object. The name should clearly convey the object's purpose to non-technical users, while
Comment the code, which is used for generating code or scripts, may be abbreviated, and should not normally
include spaces. You can optionally add a comment to provide more detailed information about the ob
ject. By default the code is generated from the name by applying the naming conventions specified in
the model options. To decouple name-code synchronization, click to release the = button to the right
of the Code field.
Stereotype Extends the semantics of the object. You can enter a stereotype directly in this field, or add stereo
types to the list by specifying them in an extension file.
Address / Zip code / Specify the address of the site.

City / Country
Phone Specifies the telephone number of the site.
Population Specifies the number of people at the site.
Keywords Provide a way of loosely grouping objects through tagging. To enter multiple keywords, separate them
with commas.
The following tabs are also available:

● Role Associations – lists the organization units, people, and roles associated with the site, and the type of role
they play in relation to it (see Associating a Person, Organization Unit, or Role with an Object [page 43]).
● Sub-Sites – lists the sites contained within the site.
2.4 Organization Units (EAM)
An organization unit is a department, group, or team that can contain sub-units and can group people.
In this example, the Manufacturing organization unit contains the Quality and Production sub-units:
Creating an Organization Unit
You can create an organization unit from the Toolbox, Browser, or Model menu, or on the Sub-Organizations tab
of another organization unit.
Organization Unit Properties
To view or edit an organization unit's properties, double-click its diagram symbol or Browser or list entry. The
property sheet tabs and fields listed here are those available by default, before any customization of the interface
by you or an administrator.

Table 14:
of the Code field.
Manager Specifies the manager of the organization unit.
Telephone Specifies the telephone number of the organization unit.
Email Specifies the email address of the organization unit.
Web site Specifies the url for the web site of the organization unit.
with commas.
● Sub-Organizations – lists the organization units that belong to this organization unit.
● People – lists the people (see People (EAM) [page 41]) that are associated with this organization unit.
● Roles – lists the roles (see Roles (EAM) [page 46]) that are associated with this organization unit.
● Sites – lists the sites (see Sites (EAM) [page 38]) where this organization unit is located.
2.5 People (EAM)
A person is an individual who holds a position within an organization and plays roles in relation to artifacts.
In this example, David is the manager of Emily and Robert:

Creating a Person
You can create a person from the Toolbox, Browser, or Model menu, or on the People tab of an organization unit.
Person Properties
To view or edit a person's properties, double-click its diagram symbol or Browser or list entry. The property sheet
administrator.
Table 15:
of the Code field.
Manager Specifies the manager of the person. Select a person from the list or click the New tool to the right of
the field to create a new one.
Site Specifies the site where this person is located.
Job title Specifies the job title of the person.

Telephone Specifies the telephone number of the person.
Email Specifies the email address of the person.
with commas.
● Roles – lists the roles (see Roles (EAM) [page 46]) that this person fulfills.
2.5.1 Associating a Person, Organization Unit, or Role with an

Object
You can link a person, organization unit, or role to another object using the Toolbox Role Association tool or on the
Role Associations tab of the property sheet of the object. The role association link is displayed in the diagram, and
the list of role associations for a person, organization unit, or role is available from the Dependencies tab of its
property sheet.
Context
For example:
● A person may be defined as the administrator of a hardware server and the manager of a site.
● An organization unit may be identified as being responsible for the Sales business function.
● A role may be designated as the contact for the Madrid site.
To create the role association directly in an organization chart, business communication diagram, or service-
oriented diagram, click the Role Association tool in the Toolbox, and draw a link from the object to the person,
organization unit, or role. Double-click the object to open its property sheet, click the Role Associations tab, and
specify the role type.
In this example, Bob is responsible for a wide range of objects:

To specify role associations in any diagram, including those where the Role Association tool is not available:
Procedure
1. Open the property sheet of the object to which you want to connect a person, organization unit, or role, and
click the Role Associations tab.
2. Click the Add Objects tool to open a selection box listing all the roles, people, and organization units available
in the model, select the roles, people, and organization units that you want to associate with the object and
click OK to return to the Role Associations tab.
3. [optional] Select or enter a type for each role association and then click OK to return to the diagram.
If the role player and the object are in the current diagram then the link will be drawn between them.
Note
To display objects in a diagram, select Symbol Show Symbols and select the relevant objects from
the dialog. To display role associations, and other links in the diagram, select Tools Complete Links .
Note
The default list of types for each type of object can be modified in an extension file. Navigate to Settings/
Custom Values/<object>/RoleAssociation/AssociationTypeMap and modify the list as
appropriate:

2.5.2 Importing Role Associations from Excel
You can import role associations, which are used to link people to other assets in your models, from lists in Excel
files. An Excel file filled with sample data is provided in the PowerDesigner Examples folder, which you can adapt
for your own imports.
Context
This file forms part of a sequence of files that can be used to create the example model EA Example. For
information about the other files in the sequence, see Importing EA Metadata from Excel [page 134].
Procedure
1. To create a new EAM to import into, select File Import Excel File . Select Enterprise Architecture Model
from the model type list, enter a Model name, and then click OK to open the Excel Import Wizard.
Note
You can import an Excel file into an existing model by right-clicking the model in the Browser and selecting
Import Excel File. If this option is not available, the Excel Import extension is not attached to your model. To

attach it, select Model Extensions to open the List of Extensions, click the Attach an Extension tool,
select Excel Import on the Import tab, and click OK.
2. Click the Select File tool, browse to and select the Excel file to import, and click Open to return to the wizard.
The example file 05 Role Associations Import.xlsx contains five sheets, each of which designates
people as owners of various objects imported from precedent imports.
Note
Certain metadata in the file cannot be automatically evaluated by the wizard. This file cannot be imported
using the Auto-map columns to properties option and you must specify the mappings in the wizard.
3. Click the Options button set the import options as follows, and click OK to return to the wizard:
○ All options - deselected.

○ Reference associated object by: Code
○ Qualified name separator: . (dot)
For detailed information about these options, see Core Features Guide > Modeling with PowerDesigner >
Objects > Importing Objects from Excel Files.
4. Click Next to begin the import.
Specify how your sheets and columns will be imported in the wizard as follows:
○ Process Owners:
1. Import the table as Process.Role Association.
2. Import the column Parent as Parent.
3. Import the column Role Player as Role Player and set the Object type to Person.
4. Import the column Type as Type.
○ Function Owners - Import the table as Business Function.Role Association and its columns in
the same way as for Process Owners.
○ Server Owners - Import the table as Hardware Server.Role Association and its columns in the
same way as for Process Owners.
○ Application Owners - Import the table as Application.Role Association and its columns in the
same way as for Process Owners.
○ Database Owners - Import the table as Database.Role Association and its columns in the same
way as for Process Owners.
Progress is displayed in the Output window. When the import is complete, a dialog will appear showing how
many objects have been created. Click OK to return to your model and review the imported objects.
2.6 Roles (EAM)
A role is a set of responsibilities. Roles can be assigned to people or organization units or can be used in place of
them.
In this example, the Supplier role interacts with the Central Purchasing site:

Creating a Role
You can create a role from the Toolbox, Browser, or Model menu.
Role Properties
To view or edit a role's properties, double-click its diagram symbol or Browser or list entry. The property sheet
administrator.
Table 16:
Name/Code/Comment Identify the object. The name should clearly convey the object's purpose to non-technical users,
while the code, which is used for generating code or scripts, may be abbreviated, and should not nor
mally include spaces. You can optionally add a comment to provide more detailed information about
the object. By default the code is generated from the name by applying the naming conventions
specified in the model options. To decouple name-code synchronization, click to release the = but
ton to the right of the Code field.
Keywords Provide a way of loosely grouping objects through tagging. To enter multiple keywords, separate
them with commas.
2.7 Business Flows (EAM)
A business flow is an oriented link that is used to connect objects, and which can contain documents.
In this example the Price request flow goes from the Purchasing function to the Supplier role:

Creating a Business Flow
You can create a business flow from the Toolbox, Browser, or Model menu.
Business Flow Properties
To view or edit a business flow's properties, double-click its diagram symbol or Browser or list entry. The property
sheet tabs and fields listed here are those available by default, before any customization of the interface by you or
an administrator.
Table 17:
specified in the model options. To decouple name-code synchronization, click to release the = button
to the right of the Code field.
First/ Second object Specify the objects at the origin and endpoint of the link.
them with commas.
● Documents – lists the documents associated with the flow (see Documents, and Reports (EAM) [page 72]).
● Condition – lets you specify a condition to be evaluated to determine if the flow will be triggered, as well as a
short alias for the condition, which can be displayed on the flow symbol.

2.8 Importing Organization Architecture Metadata from
Excel
You can import your site and organization structure and the people necessary for your models from lists in Excel
files. An Excel file filled with sample data is provided in the PowerDesigner Examples folder, which you can adapt
for your own imports.
Context
Procedure
Note
The example file 01 Organization Architecture Import.xlsx contains three sheets:

○ Site - Imports a three-level structure of sites (regions, countries, and city sites). The Parent column
contains the code of the site to which this site belongs so that, for example, the site France (FR) is a child
of the site Europe (EU), and the site Paris (PA) is a child of the site France (EU.FR). The full path to the site
is stored in the Comment
○ OrganizationUnit - Imports a two-level structure of organization units, where the various divisions all
belong to a single Parent.
○ Person - Imports a number of people, each of whom is assigned to an organization unit, a manager, and a
site.
Note
As all the necessary metadata is contained within the file, selecting the Auto-map columns to properties
allows the wizard to import all the objects without further intervention.
○ Auto-map columns to properties (selected)

○ All other options - deselected.

3 Process and Function Architecture
Modeling
PowerDesigner lets you capture, analyze, visualize, and plan changes to your processes and functions. You can
create process maps to show the hierarchy of your business processes and capabilities and city planning
diagrams to give a big picture view of your business functions and architecture areas.
3.1 Process Maps
A process map provides a graphical view of your business architecture, and helps you identify your business
functions and high-level processes, independent of the people and business units who fulfill them.
The following example shows a top-level process map:
To create a process map in an existing EAM, right-click the model in the Browser and select New Process
Map . To create a new model, select File New Model , choose Enterprise Architecture Model as the
model type and Process Map as the first diagram, and then click OK.
The following objects can be created from the process map toolbox:

Process and Function Architecture Modeling © 2016 SAP SE or an SAP affiliate company. All rights reserved. 51
Table 18:
Tool Description
[page 56].
54].
Goal - A mission, vision, strategy, or objective. See Goals (EAM) [page 98].
Fulfillment - A link from an EA initiative to a goal that it contributes to fulfilling. See Specifying the Fulfill
ment of Goals by a Project [page 101].
3.1.1 Creating a Multi-Level Process Map
Process maps are commonly maintained by process analysts who, starting from a top-level overview of business
areas and high-level functions, decompose top-level processes into sub-processes. Some or all of the processes
in the top-level map are decomposed into sub-processes containing sub-maps and so on down through a number
of levels. Architecture areas and business functions are only permitted in the top-level and cannot be created in
sub-maps.
It is common practice to decompose processes to four levels in a process map, and then to model the steps of
each fourth-level process in a business process diagram (see Linking Processes to Business Process Diagrams
[page 59]).
To create a sub-map inside a process (or to go down into a sub-map that has already been created, press Ctrl and
double-click the process symbol. Processes that you create in this sub-map are sub-processes of the inital
process, and are displayed under it in the Browser and on the Processes tab of its property sheet. To go back up
to the parent map, press Ctrl+U.
Business functions can contain sub-functions and processes, but they cannot contain sub-maps. To create sub-
functions or processes inside a function, use the Business Function or Process tool and click in an existing
business function symbol. Sub-functions and processes created inside a business function are displayed under it
in the Browser and on the Sub-Functions or Processes tab of its property sheet.

52 © 2016 SAP SE or an SAP affiliate company. All rights reserved. Process and Function Architecture Modeling
3.2 City Planning Diagrams
A city planning diagram provides a graphical view of the big picture of your enterprise architecture, using the
metaphor of planning the infrastructure of a city to represent the organization of functions, systems, applications,
etc into architectural areas.
In the following example, the core system is broken up into five major sub-systems, which are in turn sub-divided
into their major functions. Major applications and databases are also highlighted.
To create a city planning diagram in an existing EAM, right-click the model in the Browser and select New City
Planning Diagram . To create a new model, select File New Model , choose Enterprise Architecture Model
as the model type and City Planning Diagram as the first diagram, and then click OK.
The following objects can be created from the city planning diagram toolbox:
Table 19:
Tool Description
54].

Tool Description
System - A packaged application. See Systems and Applications (EAM) [page 67].
Application - A computer program. See Systems and Applications (EAM) [page 67].
Database - A database. See Databases (EAM) [page 69].
[page 56].
3.3 Architecture Areas (EAM)
An architecture area is an abstract object that can group together other objects. The objects do not belong to the
area and are just grouped in it.
In this example, the Supply chain management area contains the Supplier management and Inventory control
areas:

Creating an Architecture Area
You can create an architecture area from the Toolbox, Browser, or Model menu, or on the Sub-Areas tab of an
architecture area.
Architecture Area Properties
To view or edit an architecture area's properties, double-click its diagram symbol or Browser or list entry. The
Table 20:
them with commas.
● Role Associations - lists the organization units, people, and roles associated with the area, and the type of role
● Attached Objects – lists the objects that are associated with the area.
● Sub-Areas – lists the architecture areas contained within the area.

3.4 Business Functions (EAM)
A business function is an aggregation of sub-functions and processes. These sub-objects belong to the function
and will be deleted if you delete it.
Business functions can contain sub-functions and processes:
In this example, the Indirect sales function contains the Contact partner and Organize event processes:
Creating a Business Function
You can create a business function from the Toolbox, Browser, or Model menu, or on the Sub-Functions tab of a
business function.
Business Function Properties
To view or edit a business function's properties, double-click its diagram symbol or Browser or list entry. The

Table 21:
them with commas.
3.5 Processes (EAM)
A process represents something that is done by the organization. Processes can be broken down into sub-
processes and the hierarchy of processes is commonly shown in a process map.
Processes can be contained within business functions and can contain sub-processes:
In this example, the Validate order process forms part of the Direct sales function:

Creating a Process
You can create a process from the Toolbox, Browser, or Model menu, or on the Processes tab of a business
function or the Sub-Processes tab of a process.
Process Properties
To view or edit a process's properties, double-click its diagram symbol or Browser or list entry. The property sheet
administrator.
Table 22:
of the Code field.
Number ID Specifies the number of the process in the sequence. Numbers are allotted sequentially as processes
are created. If you move processes around, the numbers may no longer correspond to the desired or
der. You can modify the number of a process here, and the other numbers will be changed to avoid
duplications and fill holes in the sequence where possible.
Reused process Specifies the name of the reused process.
with commas.
● Role Associations – lists the organization units, people, and roles associated with the process, and the type of
role they play in relation to it (see Associating a Person, Organization Unit, or Role with an Object [page 43]).
● Sub-Processes - lists the child processes contained within the process. Use the Add a Row tool on this tab to
create a new process.

3.5.1 Linking Processes to Business Process Diagrams
While you can decompose processes into sub-processes in a process map, it is common practice to model the
steps of lower-level processes in a business process diagram. The process map is commonly maintained by an
enterprise architect or process analyst, while the modeling of fourth-level process steps is often done by process
owners.
Context
Note
You must create the business process diagram before you can link it to a process in your process map.
Procedure
1. Open the business process model containing the diagram to link to in your PowerDesigner desktop client
workspace.
2. In the EAM containing your process map, open the property sheet of the process and click the Related
Diagrams tab.
3. Click the Add Objects tool and, in the dialog, select the BPM in the Models list.
4. Select the diagram that you want to link to and then click OK.
The business process diagram is now associated with the process. You can navigate to it from the EAM
process by pressing Ctrl and double-clicking the process symbol.
3.6 Importing Process Architecture Metadata from Excel
You can import your processes, business functions, and architectural areas from lists in Excel files. An Excel file
filled with sample data is provided in the PowerDesigner Examples folder, which you can adapt for your own
imports.
Context

Procedure
Note
The example file 02 Process Architecture Import.xlsx contains three sheets:

○ Process - Imports a four-level structure of processes to represent a typical process map. The Parent
column contains the code of the process to which the process belongs. When working with a hierarchy of
objects, you must use the full path to the object when referencing it from another object. In the following
example, we show the values for the Parent, Code, and Name columns for a hierarchy of processes:
Table 23:
Process Level Parent Code Name Full Path
1 (none) P1 Define & Track P1

Strategy
2 P1 P1_1 Manage P1.P1_1

Corporate
Strategy
3 P1.P1_1 P1_1_4 Manage Product P1.P1_1.P1_1_4

Strategy
4 P1.P1_1.P1_1_4 P1_1_4_1 Manage P1.P1_1.P1_1_4

Physical .P1_1_4_1
Assets
○ BusinessFunction - Imports a two-level structure of business functions, which are used to represent
capabilities.
○ ArchitectureArea - Imports three abstract areas that can be used to loosely regroup objects into the
Management, Core, and Support areas.
Note



4 Application Architecture Modeling
PowerDesigner lets you capture, analyze, and visualize your systems, applications, databases, services, and other
software assets. You can create application architecture diagrams to identify the structure of and interactions
between your applications and components and service-oriented diagrams to organize applications and services
in terms of SOA layers.
4.1 Application Architecture Diagrams

An application architecture diagram provides a high-level graphical view of the application architecture, and helps
you identify applications, sub-applications, components, databases, services, etc, and their interactions.
In the following example, interactions between the major order processing and inventory systems at the
company's headquarters and manufacturing site are displayed:

62 © 2016 SAP SE or an SAP affiliate company. All rights reserved. Application Architecture Modeling
To create a application architecture diagram in an existing EAM, right-click the model in the Browser and select
New Application Architecture Diagram . To create a new model, select File New Model , choose
Enterprise Architecture Model as the model type and Application Architecture Diagram as the first diagram, and
then click OK.
All objects can be displayed in an application architecture diagram but the primary focus is on the following
software objects, which can be created from the toolbox:
Table 24:
Tool Description
54].
Application Service - An externally visible unit of functionality. See Application and Business Services
(EAM) [page 77].
Component - A replaceable part of an application. See Components (EAM) [page 70].
Form - A UI component. See Forms (EAM) [page 71].
Document - A document. See Documents, and Reports (EAM) [page 72].
Report Document - A report. See Documents, and Reports (EAM) [page 72].
ETL Job - A data extraction, transformation, and load. See ETL Jobs (EAM) [page 75].
Application Link - A link between elements in an application layer diagram. See Application Links (EAM)
[page 80].

Application Architecture Modeling © 2016 SAP SE or an SAP affiliate company. All rights reserved. 63
4.2 Service-Oriented Diagrams
A service-oriented diagram provides a graphical view of your business and application services and the
relationships between them, and helps you associate applications and other application layer objects with
business services and processes to assist with SOA design.
In the following example, the Open Account and Order-to-cash business services are shown in relation to the
application services, applications, and technologies that implement them:

To create a service-oriented diagram in an existing EAM, right-click the model in the Browser and select New
Service-Oriented diagram Diagram . To create a new model, select File New Model , choose Enterprise
Architecture Model as the model type and Service-Oriented Diagram as the first diagram, and then click OK.
The following objects can be created from the service-oriented diagram toolbox:

Table 25:
Tool Description
54].
Application Service - An externally visible unit of functionality. See Application and Business Services
(EAM) [page 77].
Business Service - A service offered by an organization. See Application and Business Services (EAM)
[page 77].
Component - A replaceable part of an application. See Components (EAM) [page 70].
Contract - An agreement between services. See Contracts (EAM) [page 76].
Application Link - A link between elements in an application layer diagram. See Application Links (EAM)
[page 80].

4.3 Systems and Applications (EAM)
These objects provide the primary building blocks for modeling your software assets. A system can encapsulate
sub-systems, applications and applications services, databases, components, and forms. An application can
encapsulate sub-applications, components, and forms.
In this example, the Inventory system contains the Stock Management application and the Stock database:
Creating a System or Application
You can create a system or application from the Toolbox, Browser, or Model menu, or on the appropriate tab of a
system or application.

System and Application Properties
To view or edit a system or application's properties, double-click its diagram symbol or Browser or list entry. The
Table 26:
of the Code field.
Type [application only] Specifies the type of application. You can choose between:
● Web
● Rich Client
● Office
● Tool
● CRM
● ERP
with commas.
● Detail – [application only] records the programming language, version, etc, for the application.
● Role Associations – lists the people, organization units, and roles associated with the application or system,
and the type of role they play in relation to it (see Associating a Person, Organization Unit, or Role with an
Object [page 43]).
● Applications – lists the applications contained within the application or system.
● Components – lists the components (see Components (EAM) [page 70]) contained within the application or
system.
● Forms – lists the forms (see Documents, and Reports (EAM) [page 72]) contained within the application or
system.
● Sites – lists the sites associated with the application or system (see Sites (EAM) [page 38]).
● Application Services – [system only] lists the application services (see Application and Business Services
(EAM) [page 77]) contained within the system.
● Databases – [system only] lists the databases (see Databases (EAM) [page 69]) contained within the
system.

● Documents / Report Documents – [system only] list the documents (see Documents, and Reports (EAM)
[page 72]) contained within the system.
● ETL Jobs – [system only] lists the ETL jobs (see ETL Jobs (EAM) [page 75]) contained within the system.
● Systems – [system only] lists the sub-systems contained within the system.
4.4 Databases (EAM)
Databases can be linked to PDMs, CDMs, and LDMs to model their schemas.
Creating a Database
You can create a database from the Toolbox, Browser, or Model menu, or on the Databases tab of a system.
Database Properties
To view or edit a database's properties, double-click its diagram symbol or Browser or list entry. The property
an administrator.
Table 27:
of the Code field.
Type Specifies the type of the database. You can choose between:
● Data Warehouse
● Data Mart
● Multi-Dimensional Data Warehouse
● OLTP Database
● Virtual Database

DBMS / DBMS ver Specifies the DBMS of the database.

sion
with commas.
● Role Associations – lists the people, organization units, and roles associated with the application or system,
and the type of role they play in relation to it (see Associating a Person, Organization Unit, or Role with an
Object [page 43]).
● Source Models – lists the data models associated with the database. For more information about data
models, see Data Modeling.
● Sites – lists the sites associated with the application or system (see Sites (EAM) [page 38]).
4.5 Components (EAM)
A component is an encapsulated, reusable, and replaceable part of an application, which can be used to
implement a service or an application.
In this example, the Inventory Management system contains the Check Inventory component:
Creating a Component
You can create a component from the Toolbox, Browser, or Model menu.

Component Properties
To view or edit a component's properties, double-click its diagram symbol or Browser or list entry. The property
an administrator.
Table 28:
of the Code field.
Type Specifies the type of the component. You can choose between:
● EJB
● Servlet
● Presentation
● DataAccess
● Controller
● COM
● ActiveX
Programming Lan Specifies the programming language in which the component is written.
guage
with commas.
4.6 Forms (EAM)
A form represents a UI component of a system or application.
Creating a Form
You can create a form from the Toolbox, Browser, or Model menu.

Form Properties
To view or edit a form's properties, double-click its diagram symbol or Browser or list entry. The property sheet
administrator.
Table 29:
of the Code field.
Type / Style Specify the type (mobile, Web, or window) and style of the form.
with commas.
● Data – lists the data (see Document Data (EAM) [page 74]) processed by the form.
4.7 Documents, and Reports (EAM)
Documents and reports represent structured output generated and consumed in the enterprise.
In this example, the HR system contains a document and a report:

Creating a Document or Report
You can create a document or report from the Toolbox, Browser, or Model menu.
Document and Report Properties
To view or edit a document or report's properties, double-click its diagram symbol or Browser or list entry. The
Table 30:
of the Code field.
Type Specifies the type of the document or report.
Version [document only] Specifies the version number of the document.
Category [report only] Specifies the category of the report. You can choose between:
● Business
● Specification
● Strategic
● Technical
Period [report only] Specifies the frequency with which the report is generated. You can choose between:
● Daily
● Weekly
● Monthly
● Yearly

Document Format [document only] Specifies the XML model that is used to represent the structure of the document.
Select an XSM from the list or use the tools to the right of the field to create a new XSM or view the
properties of the currently selected one. For more information about XML models, see XML Modeling.
with commas.
● Data – lists the data (see Document Data (EAM) [page 74]) associated with the document.
4.7.1 Document Data (EAM)
Data objects are pieces of information that can be used or transmitted by reports, documents, and forms. You can
create a data object by using the Add a Row tool on the Data tab of a report or document.
Data Properties
To view or edit a data's properties, double-click its Browser or list entry. The property sheet tabs and fields listed
here are those available by default, before any customization of the interface by you or an administrator.
Table 31:
them with commas.

4.8 ETL Jobs (EAM)
An ETL job represents a replication, transformation, or other movement of data.
In this example the Aggregate Sales ETL job aggregates the data from the Sales –Transactions database to the
Sales – Warehouse database:
Creating an ETL Job
You can create an ETL job from the Toolbox, Browser, or Model menu.
ETL Job Properties
To view or edit an ETL job's properties, double-click its diagram symbol or Browser or list entry. The property
an administrator.
Table 32:
them with commas.

● Role Associations – lists the people, organization units, and roles associated with the ETL job, and the type of
4.9 Contracts (EAM)
A contract is an agreement between services or between an asset and a stakeholder.
In this example, the contract defines acceptable response times for the link between the business and application
login services:
Creating a Contract
You can create a contract from the Toolbox, Browser, or Model menu.
Contract Properties
To view or edit a contract's properties, double-click its diagram symbol or Browser or list entry. The property
an administrator.
Table 33:

them with commas.
● Role Associations – lists the people, organization units, and roles associated with the contract, and the type of
● Documents – lists the documents (see Documents, and Reports (EAM) [page 72]) associated with the
contract.
● XML Models – lists the XML Models that are used to define the contract. For more information about XSMs,
see XML Modeling.
4.10 Application and Business Services (EAM)
An application service is an externally visible unit of functionality, provided by one or more applications or
components, and exposed through well-defined interfaces. A business service is a service offered by an
organization to its customers that directly supports the work performed in a business process or function,
exposed by an application-to-business interface.
In this example the Register sales business service is implemented by the Finance Service application service:
Creating an Application or Business Service
You can create a business or application service from the Toolbox, Browser, or Model menu.
Application and Business Service Properties
To view or edit an application or business service's properties, double-click its diagram symbol or Browser or list
entry. The property sheet tabs and fields listed here are those available by default, before any customization of
the interface by you or an administrator.

Table 34:
of the Code field.
Type Specifies the type of service.
For business services, you can choose between:
● Consulting
● Customer Service
● Distribution Service
● Marketing Service
● Personal Service
● Sales Service
For application services, you can choose between:
● Business Process
● Collaboration
● Data
● Infrastructure
● Integration
● Presentation
Quality of Service Specifies the quality of the service. You can choose between:
Level
● Best effort service
● Differentiated service
● Guaranteed service
Security Level Specifies the security of the service. You can choose between:
● High
● Moderate
● Low
with commas.
● Role associations – lists the organization units, people, and roles associated with the service, and the type of

● Operations – lists the operations (see Business and Application Service Operations [page 79]) that support
the service.
4.10.1 Business and Application Service Operations
An operation is an abstract description of an action supported by a service. For example the Login service may
require a Get ID operation.
Creating an Operation
You can create operations from the property sheet of, or in the Browser under, a business or application service:
● Right-click a business or application service in the Browser, and select New Operation .
● Click the Add a Row tool on the Operations tab of a business or application service property sheet.
Operation Properties
To view or edit an operation's properties, double-click its Browser or list entry. The property sheet tabs and fields
listed here are those available by default, before any customization of the interface by you or an administrator.
Table 35:
Parent Specifies the service to which the operation belongs.
of the Code field.
Operation type Specifies the type of the operation. You can choose between:
● Notification
● One-way
● Request-Response
● Solicit-Response

Input Specifies the document or data required to start the service, which can be linked to an XML model to
define its format (see Documents, and Reports (EAM) [page 72])
Output Specifies the document or data returned by the service, which can be linked to an XML model to de
fine its format (see Documents, and Reports (EAM) [page 72])
with commas.
4.11 Application Links (EAM)
An application link is an oriented link that is used to connect objects in the application layer.
In this example, the Create invoice component makes a request to the Invoice database:
Creating an Application Link
You can create an application link from the Toolbox, Browser, or Model menu.
Application Link Properties
To view or edit an application link's properties, double-click its diagram symbol or Browser or list entry. The

Table 36:
of the Code field.
Type Specifies the type of the application link.
First object / Second Specify the objects at the origin and end of the link.
object
with commas.
4.12 Importing Application Architecture Metadata from Excel
You can import your systems, applications, and databases from lists in Excel files. An Excel file filled with sample
data is provided in the PowerDesigner Examples folder, which you can adapt for your own imports.
Context
Procedure
Note

The example file 03 Application Architecture Import.xlsx contains three sheets:

○ System - Imports a set of systems that are used to encapsulate applications and databases.
○ EnterpriseApplication - Imports applications belonging to a system and with values for type,
version, and manufacturer.
○ Database - Imports databases belonging to a system and with values for type, DBMS, and DBMS version.
Note


5 Infrastructure Architecture Modeling
PowerDesigner lets you capture, analyze, visualize, and plan changes to the physical infrastructure that supports
your activities. You can create technology infrastructure diagrams to provide a big picture view of your networks,
servers, firewalls and workstations, the applications and systems that are deployed to them and the connections
between them.
5.1 Technology Infrastructure Diagrams

A technology infrastructure diagram provides a high-level graphical view of the physical architecture required to
support the application architecture.
In the following example, the deployment of servers within the company network is shown, along with the web
access afforded to thin clients:

Infrastructure Architecture Modeling © 2016 SAP SE or an SAP affiliate company. All rights reserved. 83
To create a technology infrastructure diagram in an existing EAM, right-click the model in the Browser and select
New Technology Infrastructure Diagram . To create a new model, select File New Model , choose
Enterprise Architecture Model as the model type and Technology Infrastructure Diagram as the first diagram, and
then click OK.
PowerDesigner supports all the objects necessary to build technology infrastructure diagrams:
Table 37:
Tool Description
54].
Organization Unit - A group, department, function, or other collection of people or organization units.
See Organization Units (EAM) [page 40].
Person - An individual. See People (EAM) [page 41].
Network - A LAN, WAN, or other kind of network. See Networks (EAM) [page 87].
Software Server - A commercial software environment. See Servers, Workstations, Mobile Devices, and
Network Nodes (EAM) [page 85].
Hardware Server - A high availability resource machine. See Servers, Workstations, Mobile Devices, and
Network Nodes (EAM) [page 85].
Workstation - A client machine. See Servers, Workstations, Mobile Devices, and Network Nodes (EAM)
[page 85].
Mobile Device - A handheld client. See Servers, Workstations, Mobile Devices, and Network Nodes
(EAM) [page 85].
Network Node - A hardware component connected to a network. See Servers, Workstations, Mobile De
vices, and Network Nodes (EAM) [page 85].
Deployment Instance - An instance of an object defined elsewhere. See Deployment Instances (EAM)
[page 89].
Infrastructure Link - A link between elements in a technology layer diagram. See Infrastructure Links
(EAM) [page 92].

84 © 2016 SAP SE or an SAP affiliate company. All rights reserved. Infrastructure Architecture Modeling
5.2 Servers, Workstations, Mobile Devices, and Network
Nodes (EAM)
A software server is a commercial software environment, which contains a set of applications and which can be
deployed to a hardware server. A hardware server is a device that serves data or other support to network devices
and which usually has higher specifications than client devices. A workstation is a client machine to which an
application or a server can be deployed. A mobile device is a portable client used remotely to access the network.
Network nodes represent other type of network objects (routers, switches, firewalls, modems, printers, faxes,
etc).
Servers, workstations, and mobile devices can contain software servers and deployed software assets:
In this example, the field workstation and smartphone connect via the web to the server, which is also connected
to a network node of type printer:
Creating a Server, Workstation, Mobile Device, or Network Node
You can create a server, workstation, mobile device or network node from the Toolbox, Browser, or Model menu.

Software and Hardware Server, Workstation, Mobile Device, and Network Node
Properties
To view or edit a software or hardware server, workstation, mobile device, or network node's properties, double-
click its diagram symbol or Browser or list entry. The property sheet tabs and fields listed here are those available
by default, before any customization of the interface by you or an administrator.
Table 38:
of the Code field.
Type Specifies the type of the object.
Site Specifies the site to which the object is deployed.
Multiple [hardware server, workstation and mobile device only] Specifies that the object represents multiple
machines.
Virtual [hardware server and workstation only] Specifies that the object represents a virtual machine. This
property will be selected automatically if you create or drag the object onto a hardware or software
server or workstation. For more information about creating virtual machines, see Modeling Cluster
Servers and Virtual Machines [page 87].
with commas.
● Detail – contains information to identify the object in the environment.

● Deployment Instances – [not network node] lists the deployment instances (see Deployment Instances
(EAM) [page 89]) associated with the object.
● Software Servers – [workstation, hardware server, and mobile device only] lists the software servers
associated with the object.
● Role Associations – lists the people, organization units, and roles associated with the object (see Associating
a Person, Organization Unit, or Role with an Object [page 43]).

5.2.1 Modeling Cluster Servers and Virtual Machines
You can model complex machine-in-machine environments using the Type and Virtual properties.
To model virtual machines, create or drag a hardware server or workstation onto a hardware or software server or
a workstation. PowerDesigner will select and render read-only the Virtual property for objects modeled in this way.
You can also model virtual machines in isolation by simply selecting the Virtual property yourself.
In the following example the hardware server, workstation, and software server each contain a virtual server and
virtual workstation:
To model a cluster server, create a hardware server and set its Type to Cluster Server. You can then drop
other hardware servers onto the symbol (or create them on the cluster server's Hardware Servers tab) to create
cluster nodes. Nodes created in this way are not treated as virtual by default.
In the following example, the cluster server contains four hardware server nodes:
5.3 Networks (EAM)
A network allows computers to communicate with each other either locally or over large distances via
telecommunications.
Networks can group hardware and deployed software assets:

In this example, the client communicates with the server via an intranet:
Creating a Network
You can create a network from the Toolbox, Browser, or Model menu.
Network Properties
To view or edit a network's properties, double-click its diagram symbol or Browser or list entry. The property
an administrator.
Table 39:
of the Code field.

Type Specifies the type of the network.
Site Specifies the site within which the network is located.
with commas.
● Networks - lists the sub-networks contained in the network.

● Role Associations – lists the people, organization units, and roles associated with the network (see
Associating a Person, Organization Unit, or Role with an Object [page 43]).
● Deployment Instances – lists the deployment instances associated with the network (see Deployment
Instances (EAM) [page 89]).
● Hardware Servers, Software Servers, and Workstations - list the servers and workstations associated with the
network (see Servers, Workstations, Mobile Devices, and Network Nodes (EAM) [page 85]).
5.4 Deployment Instances (EAM)
Deployment instances represent the deployment of software objects to physical systems. You can deploy a
system, application, application service, database, component, or form to multiple servers, workstations, or
mobile devices. If you do not want to specify physical systems, you can deploy your software to a software server
or architecture area, or simply to the diagram background.
Creating a Deployment Instance
To create a deployment instance of a specific software object:
● Drag a system, application, application service, database, component or form from the Browser onto a
hardware or software server, workstation, mobile device, or architecture area in a technology infrastructure
diagram, or onto the diagram background.
● Open the property sheet of a hardware or software server, workstation, or mobile device, click its Deployment
Instances tab, and use the Add Objects tool.
Note
You can, alternatively, create a deployment instance without immediately attaching it to a specific deployed
object from the Toolbox, Browser, or Model menu, or on the Deployment Instances tab of a hardware or
software server, workstation, or mobile device. You can, subsequently, specify the software object that the
deployment instance is deploying by opening the deployment instance property sheet and selecting the object
in the Deployed object field.
In this example, an instance of the Suppliers database is stored on the Failover server:

Deployment Instance Properties
To view or edit a deployment instance's properties, double-click its diagram symbol or Browser or list entry. The
Table 40:
of the Code field.
Deployed Object Specifies the system, application, application service, database, component or form being deployed.
Click the buttons to the right of the field to create a new object, select an existing object, or to open
the property sheet of the selected object.
with commas.

5.4.1 Importing Deployment Instances from Excel
You can import deployment instances, which are used to deploy software assets to infrastructure assets in your
models, from lists in Excel files. An Excel file filled with sample data is provided in the PowerDesigner Examples
folder, which you can adapt for your own imports.
Context
Procedure
Note
The example file 06 Deployment Instances Import.xlsx contains two sheets, deploying applications
and databases to hardware servers.
Note

○ Application Deployments - Creates deployment instances, linking an application to a hardware
server:

1. Import the table as Deployment Instance.
2. Accept the defaults for importing the columns Parent, Name, and Code.
3. Import the column DeployedObject as Deployed Object and set the Object type to
Application.
○ Database Deployments - Creates deployment instances, linking a database to a hardware server:
1. Import the table as Deployment Instance.
2. Accept the defaults for importing the columns Parent, Name, and Code.
3. Import the column DeployedObject as Deployed Object and set the Object type to Database.
5.5 Infrastructure Links (EAM)
An infrastructure link is an oriented link that is used to connect objects in the technology layer.
In this example, the Field Workstation accesses the internet:
Creating an Infrastructure Link
You can create an infrastructure link from the Toolbox, Browser, or Model menu.
Infrastructure Link Properties
To view or edit an infrastructure link's properties, double-click its diagram symbol or Browser or list entry. The

Table 41:
of the Code field.
Type Specifies the type of the infrastructure link.
First /second object Specify the objects at the origin and end of the link.
Protocol Specifies the protocol of the infrastructure link.
Physical type Specifies the physical type of the infrastructure link.
with commas.
5.6 Importing Infrastructure Architecture Metadata from

Excel
An Excel file filled with sample data is provided in the PowerDesigner Examples folder, which you can adapt for
your own imports.
Context
Procedure

Note
The example file 04 Infrastructure Architecture Import.xlsx contains one sheet:

○ HardwareServer - Imports a set of servers deployed to sites and with values for operating system and
version, memory, and mass storage.
Note


6 Goal and EA Project Modeling
PowerDesigner lets you visualize your organization's goals, how your EA projects will help fulfill them, and the
impacts those projects will have on your enterprise assets.
In this example, the Simplify goal contains two sub-goals and we show how the three projects within the
Harmonizing our Landscape program help to realize these goals and the impacts that they will have on a number
of applications and functions:
6.1 Timeline Diagrams
A timeline diagram provides a calendar-style overview of your enterprise architecture programs and projects in
relation to your goals, or to the assets that they impact or are in other ways related to.
In the following example, the various projects intended to fulfill two selected goals are displayed in the timeline:

Goal and EA Project Modeling © 2016 SAP SE or an SAP affiliate company. All rights reserved. 95
To create a timeline diagram in an existing EAM, right-click the model in the Browser and select New Timeline
Diagram , and then complete the following properties:
Table 42:
Name/Code/ Identify the object. The name should clearly convey the object's purpose to non-technical users, while the
Comment code, which is used for generating code or scripts, may be abbreviated, and should not normally include
spaces. You can optionally add a comment to provide more detailed information about the object. By de
fault the code is generated from the name by applying the naming conventions specified in the model
options. To decouple name-code synchronization, click to release the = button to the right of the Code
field.
Period Specifies the start and end dates that define the limits of the timeline, along with the time units that can
be displayed in the header.

96 © 2016 SAP SE or an SAP affiliate company. All rights reserved. Goal and EA Project Modeling
Initiative type Specifies whether projects or programs are displayed on the timeline. If you want to show projects or
programs that are not available directly under the model (for example, projects contained in programs)
or if you want to specify grouping by another object, you must click the Advanced button and specify the
path by which to obtain the projects starting from the model root and passing, by any grouping object.
In the example above, goals are modeled in three levels, with third-level goals linked to projects. The type
is set to Project [path: Goals (Goal) > SubGoals (Goal) > SubGoals (Goal) >
AssociatedProjects (Project)]
Group by Specifies the objects that are displayed in the left column of the timeline and provide lanes in which the
projects or programs are displayed. Click the Selection button to limit the number of lanes displayed.
In the example above, grouping is by goals, and two specific goals are selected.
Note
Timeline diagrams are not editable; they are calculated based on the parameters you define in their property
sheets. To reopen the property sheet at any time click in the timeline header or in empty space in any of the
lanes.
If changes you make to objects displayed in the timeline are not reflected in the timeline, select View
Redisplay (or press Shift + F5 ) to refresh it.
You can modify the linestyle of the timeline and the look and contents of the project or program symbols by right-
clicking the diagram background outside of the timeline and selecting Display Preferences.
Example: Projects and Programs
In this example, projects are displayed in relation to the Core Technologies sub-program to which they belong:
In the model, programs contain sub-programs, which contain projects. The diagram is defined as follows:

● Initiative type: Project [path: Programs (Program) > SubPrograms (Program) > Projects (Project)]
● Group by: Program (one program selected)
Projects and Systems
In this example, projects are displayed in relation to the ERP systems they impact:
In the model, systems are linked to projects by impact links. The diagram is defined as follows:
● Initiative type: Project [path: Systems (System) > ImpactingProjects (Project)]

● Group by: System (three systems selected)
6.2 Goals (EAM)
Goals allow you to model your organization's mission, vision, strategy, and objectives, to show how they are
related to your organization's business and IT architecture, and how they will be addressed through enterprise
architecture initiatives.
Creating a Goal
You can create a goal from the Toolbox, Browser, or Model menu, or from the Sub-Goals tab of a goal.

Goal Properties
To view or edit a goal's properties, double-click its diagram symbol or Browser or list entry. The property sheet
administrator.
Table 43:
them with commas.
● Role Associations – lists the organization units, people, and roles associated with the goal, and the type of role
● Sub-Goals – lists the child goals contained within the goal.
● Projects – lists the contributions of EA programs and projects towards fulfilling the goal (see Specifying the
Fulfillment of Goals by a Project [page 101]).
6.3 Programs, Projects, and Phases (EAM)
Programs and projects represent EA initiatives that are intended to fulfill corporate goals and may impact
elements of your organization's business and IT architecture. Programs can contain sub-programs and projects,
and projects can contain phases.
Creating a Program, Project, or Phase
You can create a program or project from the Toolbox, Browser, or Model menu. Projects can be created on the
Projects tab of a program, and phases on the Phases tab of a project.

Program, Process, and Phase Properties
To view or edit these objects' properties, double-click their diagram symbol or Browser or list entry. The property
an administrator.
Table 44:
of the Code field.
Start date/End date Specify the duration of the program, project, or phase.
Progress Specifies the current advancement of the program, project, or phase.
Status Specifies the present status of the program, project, or phase.
IT Capital Expendi Specify values for each of these types of expenditure for the program, project, or phase.
ture/IT Operating Ex
penditure/Business
Expenditure
with commas.
● Role Associations – lists the organization units, people, and roles associated with the program, project, or
phase, and the type of role they play in relation to it (see Associating a Person, Organization Unit, or Role with
an Object [page 43]).
● Sub-Programs - [programs] lists the child programs under the program. Use the Add a Row tool on this tab to
create a new program.
● Projects - [programs] lists the projects under the program. Use the Add a Row tool on this tab to create a new
project.
● Impacts - lists the EA assets that are impacted by the program, project, or phase (see Specifying the Impact
of a Project on EA Assets [page 102]).
● Associated Goals - lists the goals that the program, project, or phase contributes to fulfilling (see Specifying
the Fulfillment of Goals by a Project [page 101]).

6.3.1 Specifying the Fulfillment of Goals by a Project
You can specify the fulfillment of goals by projects (or programs or phases) using the Toolbox Fulfillment tool or
on the Goals tab of the property sheet of the project. The fulfillment link is displayed in the diagram, and the list of
projects contributing to the fulfillment of a goal is available from the Dependencies tab of the property sheet of the
goal.
Context
To create the fulfillment directly in a business communication diagram or process map, click the Fulfillment tool in
the Toolbox, and draw a link from the project (or program or phase) to the goal. Double-click the link to open its
property sheet and specify a fulfillment percentage and description.
In this example the Upgrade ASE project fulfills 10% of the Keep Current goal:
To specify fulfillment of goals in any diagram, including those where the Fulfillment tool is not available:
Procedure
1. Open the property sheet of the project (or program or phase) that is contributing to the fulfillment of a goal
and select the Goals tab.
2. Click the Add Objects tool to open a dialog listing the available goals, select the goals that the project will
realize, and click OK to return to the Goals tab.
3. [optional] Specify a fulfillment percentage and description to explain how the project will fulfill the goal.
4. Click OK to return to the diagram.
If the project and goal are in the current diagram then the link will be drawn between them.
Note
To display programs, projects, and goals in a diagram drag them from the Browser, or select Symbol
Show Symbols and choose the relevant objects from the dialog. To display fulfillment, impact, and other
links in the diagram, select Tools Complete Links .

6.3.2 Specifying the Impact of a Project on EA Assets
You can specify the impact of projects (or programs or phases) on your enterprise assets (any object in the EAM)
using the Toolbox Impact tool or on the Impacts tab of the project property sheet. The impact link is displayed in
the diagram, and the list of projects impacting an asset is available from the Dependencies tab of the property
sheet of the asset.
Context
To create the impact directly in the diagram, click the Impact tool in the Toolbox, and draw a link from the project
(or program or phase) to the asset. Double-click the link to open its property sheet and specify an impact level and
description.
In this example the Retire MySQL project has a high impact on the Project Xenon application and a medium
impact on the Purchasing business function:
To specify impacts on assets from the property sheet of a project, program, or phase:
Procedure
1. Open the property sheet of the project (or program or phase) that is impacting an EA asset and select the
Impacts tab.
2. Click the Add Objects tool to open a dialog listing the available assets, select those that the project will impact,
and click OK to return to the Impacts tab.
3. [optional] Specify an impact level and description to explain how the project will impact the asset.
4. Click OK to return to the diagram.
If the project and asset are in the current diagram then the link will be drawn between them.

Note
To display programs, projects, and goals in a diagram drag them from the Browser, or select Symbol
Show Symbols and choose the relevant objects from the dialog. To display fulfillment, impact, and other
links in the diagram, select Tools Complete Links .
6.4 Importing Corporate Goals and EA Projects from Excel
You can import goals and the programs and projects that will seek to fulfill them from lists in Excel files. An Excel
file filled with sample data is provided in the PowerDesigner Examples folder, which you can adapt for your own
imports.
Context
Procedure
Note
The example file 07 Goals and Projects Import.xlsx contains three sheets:
○ Goal - Imports a three-level set of corporate goals.
○ Program - Imports a two-level set of programs that will contain projects for fulfilling the goals.
○ Project - Imports a set of projects that belong to second-level programs.
Note


6.4.1 Importing Impacts, Fulfillments, and Stakeholders from

Excel
You can import links from projects to other objects in your models from lists in Excel files. An Excel file filled with
sample data is provided in the PowerDesigner Examples folder, which you can adapt for your own imports.
Context
Procedure
Note
The example file 08 Impacts Fulfillments and Stakeholders Import.xlsx contains four sheets
linking programs and projects to various other objects created in precedent imports.

Note

○ Program.Sponsors - Specifies people as sponsors of programs:
1. Import the table as Program.Role Association.
○ Project.Sponsors - Specifies people as sponsors of projects:
1. Import the table as Project.Role Association.
○ Project.Impact - Links projects to the systems that they will impact:
1. Import the table as Project.Impact.
3. Import the column EnterpriseAsset as Enterprise Asset and set the Object type to System.
4. Import the column ImpactLevel as Impact Level.
○ Project.Fulfillment - Links projects to the goals that they will fulfill:
1. Import the table as Project.Fulfillment.
3. Import the column Goal as Goal.
4. Import the column Fulfillment as Fulfillment.

7 SAP IQ Reference Architecture Model
PowerDesigner provides a special EAM model to help you analyze the architecture required to deploy a SAP® IQ
data warehouse solution suitable for your workload. An advisor wizard generates architectures based on one or
more hardware servers, and comparison tools help you choose the best architecture based on your requirements
for cost and speed.
7.1 Creating a Reference Architecture Model
PowerDesigner provides a model template from which to create a reference architecture model, which by default
is available in the Technology category of the New Model dialog.
Procedure
1. Select File New Model , and click the Categories button.

2. Select the Technology category and then select the SAP IQ Reference Architecture template.
Note
If your New Model dialog is configured in such a way that this category or template are not available,
choose Model Types Enterprise Architecture Model Technology Infrastructure Diagram and then
click the Select Extensions button and attach the SAP IQ Reference Architecture extension.
3. Enter a name for your model and click OK to create and open it.

106 © 2016 SAP SE or an SAP affiliate company. All rights reserved. SAP IQ Reference Architecture Model
7.2 Creating Reference Architectures
PowerDesigner provides a wizard to let you generate one or more reference architectures appropriate for your IQ
environment, each based on a different hardware profile. The resulting diagram and objects detail the costs and
specifications for all the elements required for each reference architecture.
Context
Before launching the advisor wizard, you must develop a physical data model to represent your IQ database and
have specified appropriate candidate machines in the hardware profile library (see Hardware Profile Library [page
121]).
Procedure
1. Select Tools SAP IQ Reference Architecture Launch Advisor Wizard to open the wizard.
2. Click Next to go to the Data Models page, and use the Select Data Models tool to add a PDM from the
workspace or the Select Data Models from Files tool to open a PDM:

SAP IQ Reference Architecture Model © 2016 SAP SE or an SAP affiliate company. All rights reserved. 107
3. Click Next to go to the Database Size page, and specify the number of years growth for which you want to
estimate. To review and edit table row counts and growth rates, click the Table Size Details link. When you are
satisfied with your figures, click the Estimate button to produce an estimate of the overall size of your
database at the end of the specified number of years:
4. Click Next to go to the Query Requirements page, and specify the number of queries of each type that you
anticipate running simultaneously:

5. [optional, v15.3 and higher] Click Add Logical Server to define another set of query requirements. You can add
as many logical servers as necessary to accurately represent your environment.
6. Click Next to go to the Load Requirements page. Click the Select Tables tool to specify the most critical tables
to load (those which have the largest volumes of changes). Then specify the number or rows that will be
loaded in batches, and indicate whether this loading will take place while queries are being run:

7. Click Next to go to the Hardware Profiles page. Click the ellipsis tool to select a candidate machine from the
Hardware Profile Library for the coordinator, writer, and reader. You can reallocate part of the DBA, load, and
query work between these machines as necessary. Use the System Balance slider to specify the relative
importance to you of cost and performance:

8. Click Next to go to the Summary page, which lists the information entered on the preceding pages.
9. Click Finish to generate your environments.
The Summary page lists the characteristics of the reference architecture, giving the number of nodes and the
total cost of the solution. Click Back if you want to change any of your parameters in the wizard.
10. Click Close to exit the wizard and go to the generated diagram:
Double-click the reference architecture symbol to go to a sub-diagram showing the architecture in detail, with
separate symbols for the SAN, coordinator, readers and writers:

Note
To model additional environments for comparison, relaunch the wizard and specify different hardware
profiles.
7.2.1 Reference Architecture Properties
To view or edit a reference architecture's properties, double-click its diagram symbol or Browser or list entry. The
Note
If you modify any of these properties (which are generated by the Advisor wizard), you should regenerate the
architecture to verify that your environment remains valid (see Modifying and Regenerating Reference
Architectures [page 120]).

Table 45:
of the Code field.
Summary [read-only] Provides an overview of the costs, nodes, and storage sizes of the architecture.
● Database Size – Lists the size of the database, and the period to which the estimate applies. If you change the
number of maintenance years, click the Estimate button to recalculate the database size.
● Hardware Profile – Lists the hardware profiles acting as coordinator, writer and reader, and provides a
breakdown of their workloads. The system balance can range between 0% (low cost most important) and
100% (high performance most important).
● Load Requirements – Lists the most frequently updated tables and those that have the largest volume of
changes, and specifies the IQ loading requirements.
● Data Models – Lists the PDMs that represent your IQ database.
● Query Requirements – Lists the number of each type of query that must be supported concurrently.
7.2.2 Database Server Properties
To view or edit a database server's properties, double-click its diagram symbol or Browser or list entry. The
Table 46:
of the Code field.
Hardware profile [read-only] Specifies the hardware profile (see Hardware Profile Properties [page 122]), which de
fines the server, its cost, the number of instances, and the total cost.

● Detail – [read-only] Provides information about the CPU, cores, memory, storage, file system, and operating
system for the server.
● IQ Servers – Lists the IQ servers installed on the server (see IQ Server Properties [page 114]).
● IQ Stores – Lists the IQ stores defined on the server (see IQ Store Properties [page 115]).
7.2.3 IQ Server Properties
To view or edit an IQ server's properties, double-click its diagram symbol or Browser or list entry. The property
an administrator.
Table 47:
of the Code field.
Type Specifies whether the IQ server is a coordinator, reader, or writer.
Cost Specifies the cost of the IQ server.
The Detail tab contains the following properties:
Table 48:
IQ Page Size Specifies the page size in KB that is used for the IQ main store and temporary store disk devices.
IQ Catalog Page Size Specifies the catalog page size in KB for moving data from memory to disk.
Catalog Cache Specifies the size in MB of memory allocated for catalog operations. The catalog memory will also
control, to a degree, how many connections and users can run queries simultaneously in IQ.
Bitmap Memory Specifies the size in MB of bitmap memory, which is allocated for storing bitmap information.
Main Cache Specifies the size in MB of the main cache, which is used to hold static, persistent user data and the
system structures controlling access to the user data in the form of the IQ indexes.
Temp Cache Specifies the size in MB of the temporary cache, which is used to hold temporary tables, internal work
tables, and any other data structures that are temporary in nature.

7.2.4 SAN Properties
To view or edit a SAN's properties, double-click its diagram symbol or Browser or list entry. The property sheet
administrator.
Table 49:
of the Code field.
Cost [read-only] Specifies the total cost of the SAN, based on the price specified on the model property
sheet (see Reference Architecture Model Properties [page 116]).
● Detail – Lists the sizes of the IQ stores, application store, and backup store, along with the RAID level and
access bandwidth in MB/s.
● IQ Stores – Lists the IQ stores defined on the SAN (see IQ Store Properties [page 115]).
7.2.5 IQ Store Properties
To view or edit an IQ store's properties, double-click its diagram symbol or Browser or list entry. The property
an administrator.
Table 50:
of the Code field.
Store type Specifies whether the store is a catalog, main, or temp store.
Dbfile size (MB) Specifies the size of each dbfile in MBs, the number of dbfiles, and the total dbfile size in GBs.

7.2.6 Query Type Properties
To view or edit a query type's properties, double-click its Browser or list entry. The property sheet tabs and fields
listed here are those available by default, before any customization of the interface by you or an administrator.
Table 51:
Parent object Specifies the reference architecture for which the query type is defined.
of the Code field.
Concurrency Specifies the number of this type of query that the environment must be able to perform simultane
ously.
7.2.7 Reference Architecture Model Properties
A reference architecture model has more properties than a standard EAM.
The General tab contains all the standard model properties (see EAM Properties [page 12]) in addition to the
following properties:
Table 52:
Hardware profile li Specifies the path to the hardware profile library. If no path is specified, the library will be searched for
brary in the %_LIBRARY% named path.
Configuration Tab
These properties are available on the Configuration tab:
Table 53:
Main cache ratio for Specifies the percentage of the cache allocated to the main (as opposed to temporary) cache.
reader/ writer (%)

Memory margin (%) Specifies the percentage of memory reserved for the operating system, file system, and other applica
tions.
Application storage Specifies the number of gigabytes of storage to be allocated for other applications.
(GB)
Backup storage ratio Specifies the percentage of storage allocated to backup data. This number can be greater than 100%.
(%)
IQ temp store per user Specifies the disk size (in GB) allocated for each concurrent user for the temp store.
(GB)
SAN disk type Specifies the type of disk used in the SAN.
SAN disk per core Specifies the standard and maximum number of disk devices in the SAN system per CPU core.
IQ_SYSTEM_MAIN Specifies the standard and maximum sizes (in GB) allocated to the IQ_SYSTEM_MAIN dbspace.
(GB)
Memory per core (GB) Specifies the standard and maximum memory (in GB) per core.
Main cache per index Specifies the standard and maximum main cache (in IQ pages) per index for writers.
for writer (IQ page)
7.2.8 Logical Server Properties
To view or edit a logical server's properties, double-click its Browser or list entry. The property sheet tabs and
fields listed here are those available by default, before any customization of the interface by you or an
administrator.
Table 54:
Parent object Specifies the reference architecture for which the query type is defined.
of the Code field.
Concurrency Specifies the number of this type of query that the environment must be able to perform simultane
ously.

● Query Requirements - Lists the number of each type of query that must be supported concurrently.
7.3 Comparing Reference Architectures
PowerDesigner provides a wizard to let you compare any properties of multiple reference architectures using a
range of chart styles.
Procedure
1. Select Tools SAP IQ Reference Architecture Compare Reference Architectures to open the wizard.
A default chart using the last chosen parameters appears.
2. [optional] Use the tools above the list to add or remove reference architectures for comparison, and to select
properties to display in the list.
3. [optional] Click the Chart Properties tool above the chart to select the type of chart and select attributes to
compare.
4. [optional] Click the plus sign next to the Chart tab to create addition charts:

5. [optional] Use the other chart tools to copy the chart to the clipboard, save the chart as an image, or print the
chart.

7.4 Modifying and Regenerating Reference Architectures
You can modify the properties generated by the Advisor wizard (for example to specify different hardware profiles
for reader and writer nodes), but after having done so, you should regenerate the architecture to recalculate the
other parameters and verify that your architecture is still valid.
Procedure
1. Modify any of the generated properties on the reference architecture property sheet (see Reference
Architecture Properties [page 112]), and then click OK to save your changes.
For example, you could change the number of years for which you want to estimate growth, change the
hardware profile for the coordinator, writer, or reader, or modify your query or loading requirements.
Note
If you change the number of years for which you want to estimate growth, you must click the Estimate
button to recalculate the database size before regenerating.
2. Right-click the reference architecture in the Browser or diagram and select SAP IQ Reference Architecture
Regenerate
A model check is performed to ensure that the architecture is still valid and, if this is the case, it is
regenerated.
7.5 Generating Reports from a Reference Architecture Model
You can generate reports from your reference architecture model by selecting Tools SAP IQ Reference
Architecture Generate HTML Report or Generate RTF Report.

8 Hardware Profile Library
PowerDesigner provides a hardware profile library (in the Library folder in the installation directory) to store
detailed technical information about hardware servers that can be used to model IQ reference architectures or as
shortcuts in other models.
8.1 Importing Profiles from the SPEC Website
PowerDesigner provides sample hardware profiles downloaded from the Standard Performance Evaluation
Corporation (SPEC) website (www.spec.org), with SPECint2006 Rates benchmark data. You can download
additional profiles from the site and import them into your library.
Context
Note
You can also create a hardware profile from the List of Hardware Profiles ( Tools Hardware Profiles ) and
enter the properties by hand, but we recommend importing the profiles from the SPEC site.
Procedure
1. In your Web browser, go to the benchmark search form http://www.spec.org/cgi-bin/osgresults?

conf=rint2006&op=form
2. Set the following columns to Display:
○ Hardware Vendor
○ System
○ # Cores
○ # Chips
○ # Cores Per Chip
○ # Threads Per Core
○ Processor
○ Processor MHz
○ Memory
○ Operating System
○ File System

Hardware Profile Library © 2016 SAP SE or an SAP affiliate company. All rights reserved. 121
○ Published
3. Enter any appropriate criteria. For example, you may want to restrict the search results to servers from your
approved vendors, or to those available since the beginning of the year.
4. Click Fetch Results to perform the search.
The results are returned on a new page.
5. To download all the results, click the Download link, next to the Results heading. To download an individual
server result, click the CSV link to the right of its entry. Both links provide CSV files that can be imported into
your hardware profile library.
Note
We advise you to download individual profiles, as they provide more detailed information, including storage
size.
6. Right-click the Hardware Profile Library model in the Browser and select Hardware Profiles Import
7. Click the Select CSV Files tool and navigate to and select the CSV files you downloaded from the SPEC
Website.
8. Click Import to import the profiles into the library and then Close to close the wizard.
9. Open the property sheets of the imported servers to add the appropriate unit cost to your organization.
Note
If you do not specify costs for your hardware profiles, you will not obtaining useful costing information from
the IQ reference architecture Advisor wizard (see Creating Reference Architectures [page 107]).
8.1.1 Hardware Profile Properties
To view or edit a hardware profile's properties, double-click its diagram symbol or Browser or list entry. The
Table 55:
of the Code field.
Vendor Specifies the vendor of the server.
Cost Specifies the cost of the server. This value is used to calculate the overall cost of the environment.

122 © 2016 SAP SE or an SAP affiliate company. All rights reserved. Hardware Profile Library
Benchmark/ Type Specifies the server's benchmark result and the type of benchmark.
● Detail – Provides information about the CPU, cores, memory, storage, file system, and operating system for
the server.
8.2 Hardware Profile Library Properties
A hardware profile library has more properties than a standard EAM.
The General tab contains all the standard model properties (see EAM Properties [page 12]) in addition to the
following properties:
Table 56:
Currency Specifies the currency to use in cost calculations.
SAN cost per TB Specifies the cost of a terabyte of SAN storage.
SAP IQ Configuration Tab
These properties are available on the SAP IQ Configuration tab:
Table 57:
Reference Profile Specifies the hardware profile that is used as a baseline against which to measure the cost and perfo
mance of other profiles.
Load cores per... Specifies the standard and maximum number of cores required for each column, HG, WD, and other
index when loading.
Bandwidth per core Specifies the standard and maximum disk bandwidth (in MB/s) per core.
(MB/s)
Reference Query Specifies the supported number of concurrent queries for each query type when the system balance
Baselines is set to 0% (low cost most important) and 100% (high performance most important).

Hardware Profile Library © 2016 SAP SE or an SAP affiliate company. All rights reserved. 123
8.2.1 Specifying Additional Query Types
You can specify additional query types that must be supported by your hardware profiles.
Procedure
1. Open the property sheet of the hardware profile library and click the SAP IQ Configuration tab.
2. In the Query Type Baselines list, click the Add a Row tool, and enter a name and comment to identify and
describe your new query type.
3. In the Minimum Concurrency column, enter the number of simultaneous instances of the query that the
reference profile can support (in addition to all the other query types) when the system balance is set to 0%
(low cost most important).
4. In the Maximum Concurrency column, enter the number of simultaneous instances of the query that the
reference profile can support (in addition to all the other query types) when the system balance is set to 100%
(high performance most important).
The next time that you launch the Advisor wizard in an reference architecture model associated with the
hardware library (see Creating Reference Architectures [page 107]), you will be able to specify requirements
for the new query type.

124 © 2016 SAP SE or an SAP affiliate company. All rights reserved. Hardware Profile Library
9 Checking an EAM
The enterprise architecture model is a very flexible tool, which allows you quickly to develop your model without
constraints. You can check the validity of your EAM at any time.
A valid EAM conforms to the following kinds of rules:
● Each object name must be unique in a EAM

● Each network in must be linked to another object
● Each person must belong to an organization unit
● Each software server must be deployed to a physical server
Note
We recommend that you check your enterprise architecture model before generating another model from it . If
the check encounters errors, generation will be stopped. The Check model option is enabled by default in the
Generation dialog box.
You can check your model in any of the following ways:
● Press F4, or
● Select Tools Check Model , or
● Right-click the diagram background and select Check Model from the contextual menu
The Check Model Parameters dialog opens, allowing you to specify the kinds of checks to perform, and the
objects to apply them to. The following sections document the EAM-specific checks available by default. For
information about checks made on generic objects available in all model types and for detailed information about
using the Check Model Parameters dialog, see Core Features Guide > Modeling with PowerDesigner > Objects >
Checking Models.
9.1 Package Checks
PowerDesigner provides default model checks to verify the validity of packages.
Table 58:
Check Description and Correction
Name/Code contains [if glossary enabled] Names and codes must contain only approved terms drawn from the glossary.
terms not in glossary
● Manual correction: Modify the name or code to contain only glossary terms.
● Automatic correction: None.

Checking an EAM © 2016 SAP SE or an SAP affiliate company. All rights reserved. 125
Name/Code contains [if glossary enabled] Names and codes must not contain synonyms of glossary terms.
synonyms of glossary
terms
● Automatic correction: Replaces synonyms with their associated glossary terms.
Name/Code unique Object names must be unique in the namespace.

ness
● Manual correction: Modify the duplicate name or code.
● Automatic correction: Appends a number to the duplicate name or code.
List of missing terms in [if glossary enabled] This special check lists all the terms that are used in the names or codes of all
object names/codes in the objects contained in the model or package.
package
● Manual correction: An administrator with write permission on the glossary can double-click the
line for this check in the Result List to open a merge window in which you can select to add some
or all of these missing terms, as appropriate, to the glossary.
9.2 Application, Application Service, Component and

Database Checks
PowerDesigner provides default model checks to verify the validity of applications, application services,
components, and databases.
Table 59:
terms

ness
No deployment in The object must be deployed as at least one deployment instance.
stance
● Manual correction: Deploy the object as a deployment instance.
● Automatic correction: None

126 © 2016 SAP SE or an SAP affiliate company. All rights reserved. Checking an EAM
9.3 Application Link Checks
PowerDesigner provides default model checks to verify the validity of application links.
Table 60:
terms

ness
Unsuitable application The link type is not compatible with the link extremities. For example, if the link type is "use" the link
link type must have a role player as one extremity.
● Manual correction: Change the link type.

● Automatic correction: Changes the link type.
9.4 Contract Checks
PowerDesigner provides default model checks to verify the validity of contracts.
Table 61:
terms


ness
Contracts are not cor Contracts must have at least one incoming and one outgoing link with an application service, a busi
rectly used ness service, or a role.
● Manual correction: Create input and output links with the appropriate objects.
Multiple input service Contracts must have either roles, business services, or application services as inputs, but not any
types combination of these types.
● Manual correction: Remove any input links that are not of the same type.
Same input and output Contracts cannot be the intermediary between the same service.
link
● Manual correction: Modify the input or output link.
9.5 Deployment Instance Checks
PowerDesigner provides default model checks to verify the validity of deployment instances.
Table 62:
terms

ness

Deployment Instance Each deployment instance must be deployed to a platform or server.

not deployed
● Manual correction: Deploy the deployment instance to the appropriate object.
No deployed object The deployment instance must be an instance of some object.

specified
● Manual correction: Specify the object to be deployed in the deployment instance property sheet
General tab.
Unsuitable Software The deployment instance must be suitable for the server software type to which it is deployed.
Server
● Manual correction: Modify the software server type or delete the deployment instance from the
software server.
9.6 Form Checks
PowerDesigner provides default model checks to verify the validity of forms.
Table 63:
terms

ness
No deployment in The object must be deployed as a deployment instance.

stance
● Manual correction: Deploy the object as a deployment instance.

9.7 Hardware Server, Mobile Device, Network Node and
Workstation Checks
PowerDesigner provides default model checks to verify the validity of hardware servers, mobile devices, network
nodes and workstations.
Table 64:
terms

ness
Serial number unique Serial numbers must be unique in the model.

ness
● Manual correction: Modify the duplicate serial numbers.
● Automatic correction: Appends a number to the duplicate serial numbers.
Asset number unique Asset numbers must be unique in the model.

ness
● Manual correction: Modify the duplicate asset numbers.
● Automatic correction: Appends a number to the duplicate asset numbers.
Mac address unique Mac addresses must be unique in the model.

ness
● Manual correction: Modify the duplicate mac addresses.
● Automatic correction: Appends a number to the duplicate mac addresses.
Isolated node The object must be linked with at least one other node.
● Manual correction: Link the object to an appropriate object.


9.8 Network Checks
PowerDesigner provides default model checks to verify the validity of networks.
Table 65:
terms

ness
Isolated node The object must be linked with at least one other node.
● Manual correction: Link the object to an appropriate object.

9.9 Organization Unit Checks
PowerDesigner provides default model checks to verify the validity of organization units.
Table 66:
terms

ness

Manager not belonging The manager specified in the Manager field must be listed in the People tab.
to the managed organi
● Manual correction: Add the manager in the list of people on the People tab.
zation
● Automatic correction: Adds the manager to the list of people.
9.10 Person Checks
PowerDesigner provides default model checks to verify the validity of people.
Table 67:
terms

ness
No organization unit A person must belong to an organization unit.
● Manual correction: Add the person to an organization unit.

Circular dependency A person cannot manage herself.

through manager prop
● Manual correction: Remove the person from the Manager field of her own property sheet.
erty
Manager must belong A person's manager must belong to the same organization unit as her.
to the same organiza
● Manual correction: Assign the manager to the same organization unit as the person being man
tion unit
aged.

9.11 Software Server Checks
PowerDesigner provides default model checks to verify the validity of software servers.
Table 68:
terms

ness
Software Server not A software server must be deployed to a physical server.

deployed
● Manual correction: Deploy the software server in the appropriate object.
Software Server serial Software Server serial numbers must be unique in the model.
number uniqueness
● Manual correction: Modify the duplicate serial numbers.
● Automatic correction: Appends a number to the duplicate serial numbers.

10 Importing and Linking to and Generating
and Exporting from an EAM
PowerDesigner provides various tools to import to and generate and export from your EAM, and to link your EA
objects to objects in other models.
10.1 Importing EA Metadata from Excel
While you can manually create objects to represent all the sites, servers, apps and other assets of your enterprise,
these kinds of lists or catalogs are commonly collected in spreadsheets and imported to PowerDesigner en
masse.
You can import any number of different types of objects from a single Excel file, so long as they can all be
imported to a single type of model. Each type of object should be listed in its own table on a separate worksheet of
the Excel file. Each row in a table represents one object to import, and each column represents one property (an
attribute or list of associated objects) of the object.
A set of nine Excel files containing the data imported to create the objects in the EA Example model are included
at <install_dir>/Examples/EAExample. To reuse any of these files for your own imports, simply delete the
sample data and enter your own. You can add further columns in a table to import other properties, and add
further worksheets to import other types of objects.
The following files are provided:
● 01 Organization Architecture Import.xlsx - To import sites, organization units, and people (see
Importing Organization Architecture Metadata from Excel [page 49]).
● 02 Process Architecture Import.xlsx - To import processes, business functions, and architecture
areas (see Importing Process Architecture Metadata from Excel [page 59]).
● 03 Application Architecture Import.xlsx - To import systems, applications, and databases (see
Importing Application Architecture Metadata from Excel [page 81].
● 04 Infrastructure Architecture Import.xlsx - To import hardware servers (see Importing
Infrastructure Architecture Metadata from Excel [page 93]).
● 05 Role Associations Import.xlsx - To import role associations to define people as owners of
processes, functions, servers, applications, and databases (see Importing Role Associations from Excel [page
45]).
● 06 Deployment Instances Import.xlsx - To import deployments of applications and databases to
hardware servers (see Importing Deployment Instances from Excel [page 91]).
● 07 Goals and Projects Import.xlsx - To import corporate goals and EA programs and projects (see
Importing Corporate Goals and EA Projects from Excel [page 103]).
● 08 Impacts Fulfillments and Stakeholders Import.xlsx - To import these links between projects
and other EA assets (see Importing Impacts, Fulfillments, and Stakeholders from Excel [page 104]).
● 09 Traceability Links Import.xlsx - To import traceability links between various EA objects (see
Importing Traceability Links from Excel [page 142]).

134 © 2016 SAP SE or an SAP affiliate company. All rights reserved. Importing and Linking to and Generating and Exporting from an EAM
During the import, in addition to the objects that are created, PowerDesigner creates an Excel Import object that
contains your import parameters, along with a Table Mapping object for each of the imported tables, which lists
the column mappings used. Right-click the Excel Import Object to access the following commands:
● Import - to re-import your file based on the options and mappings you have already defined. All the objects will
be reimported, overwriting any existing objects based on their names. If you have added new objects to your
worksheet tables they will be added to the model, but any objects that you have deleted from your worksheet
will not be deleted from the model.
● Change Mappings - to re-import your file via the Excel Import Wizard in order to modify your table or column
mappings.
● Change Options - to change the import options preparatory to re-importing with the command Import.
● Properties - to open the Excel Import properties sheet.
For detailed information about working with PowerDesigner and Excel, see Core Features Guide > Modeling with
PowerDesigner > Objects > Importing Objects from Excel Files.
10.2 Importing Visio Diagrams into PowerDesigner
Importing your Visio diagrams into PowerDesigner's rich metadata environment enables you to link your
architectural objects with the objects that will implement them, and to profit from PowerDesigner's powerful
impact and lineage analysis features. You must have installed Visio 2002 or higher and have selected to install the
Visio plug-in from the PowerDesigner installer.
Context
Note
Only Visio diagrams created from the following standard templates can be imported into PowerDesigner, and
only objects available on the standard stencils will be imported. Custom properties will be imported as
extended attributes.
You can import the following diagrams into a PowerDesigner BPM or EAM:
Table 69:
Visio Template PowerDesigner Diagram
Audit Diagram BPM Analysis/ Business Process Diagram
Basic Flowchart BPM Analysis/ Business Process Diagram
Cross-Functional Flowchart BPM Analysis/ Business Process Diagram
Business Process/ Data Flow Diagram BPM Data Flow Diagram
Software/ Data Flow Diagram

Importing and Linking to and Generating and Exporting from an EAM © 2016 SAP SE or an SAP affiliate company. All rights reserved. 135
Visio Template PowerDesigner Diagram
Event Driven Process Chain Diagram BPM Business Process Diagram
ITIL Diagram BPM Business Process Diagram
Work Flow Diagram BPM Business Process Diagram
Flowchart/ SDL Diagram BPM Business Process Diagram
Organization Chart EAM Organization Chart Diagram
Software/ Enterprise Application EAM Application Architecture Diagram
Network/ Basic Network / Detailed Network Dia EAM Technology Infrastructure Diagram
gram
Active Directory EAM Organization Chart Diagram
LDAP Directory EAM Organization Chart Diagram
Procedure
1. Open your diagram in Visio and select PowerDesigner Export to PowerDesigner Model to open the
PowerDesigner Export wizard:

2. Specify the type of model to which you want to export your diagram, enter a name for the model to be
created, and then click OK to start the export.
3. When the export is complete, click OK to close the wizard.
The diagram is opened as a new BPM or EAM in PowerDesigner.
10.3 Exporting and Importing Objects to and from Other

Models
While the EAM provides a big picture of your organization and permits you to decompose your functions,
processes, and systems to a certain extent, it is not suitable for showing detailed technical implementation
information. When modeling the implementation of databases, processes, web services, and other assets, you will
use the appropriate specialized PowerDesigner model.
The EAM provides wizards to export EA objects to these other, lower-level models and to import implementation
objects into the EAM. Objects exported or imported in this way retain links to the original objects to keep all your
models synchronized and to allow you to perform cross-module impact analysis to identify the technical impact of
changes on your enterprise architecture:

10.3.1 Exporting Objects from an EAM to Another Model
The Export Objects Wizard helps you to export EAM objects to other PowerDesigner models to allow you to model
their implementation in detail.
Procedure
1. Select Tools Export Objects to open the Export Objects Wizard:
2. Specify the EAM objects that you want to export to another model by selecting them from among the sub-
tabs in the selection field, and then click Next.
3. Specify the model to which you want to export the EAM objects from among the models open in the
workspace, and then click Next.
4. Specify the kind of object that you want to create in the target model.

5. [optional] Enter or select a stereotype to identify the type of dependency that will be created between the
EAM objects and the objects that you are creating from them. For example, "Implemented by".
6. Click Finish to start the export.
The EAM objects are exported to and created in the specified model.
10.3.2 Importing Objects from Another Model into an EAM
The Import Objects Wizard helps you to import objects from other PowerDesigner models into an EAM to model
their placement in your enterprise architecture.
Procedure
1. Select Tools Import Objects to open the Import Objects Wizard:
2. Specify the model from which you want to import the objects to the EAM from among the models open in the
workspace, and then click Next.
3. Specify the objects that you want to import to the EAM by selecting them from among the sub-tabs in the
selection field, and then click Next.

4. Specify the kind of object that you want to create in the EAM and the location (package) where you want to
create them.
5. [optional] Enter or select a stereotype to identify the type of dependency that will be created between the
objects and the EAM objects that you are creating from them. For example, "Implements".
6. Click Finish to start the import.
The objects are imported to and created in the EAM.
10.4 Traceability Links
Traceability links provide a flexible means for creating a connection between any object in any type of model and
any other object in the same model or any other model open in your workspace. Traceability links have no formal
semantic meaning, but can be followed when performing an impact analysis or otherwise navigating through the
model structure.
To create a traceability link between objects in the same diagram, select the Link/Traceability Link tool in the
Toolbox. Click inside the symbol of the object that is dependent and, while continuing to hold down the mouse
button, drag the cursor and release it on the symbol of the object on which it depends. In this example, the Work
entity is shown as being dependent on School through a traceability link:
To create a traceability link to any object in any model that is open in the Workspace, open the property sheet of
the dependent object, click its Traceability Links tab, and click the Add Objects tool. Use the Model list to select a
different model, select the object to point to and click OK to create the link and return to the dependent object's
Traceability Links tab. You can optionally specify a type for any traceability link in the Link Type column.
Click the Types and Grouping tool to perform various actions on this tab:
● To make a link type available for selection in the Link Type column, click the Types and Grouping tool and
select New Link Type. Enter a Name for the link type and, optionally, a Comment to explain its purpose, and
then click OK.
Note
Traceability link types created in this way are stored as stereotypes in an extension file embedded in the
model. To work directly with this file click the Types and Grouping tool and select Manage Extensions. For
detailed information about working with these files, see Customizing and Extending PowerDesigner >
Extension Files.
● To control the display and grouping of links, click the Types and Grouping tool and select:
○ No Grouping - to display all the links in a single list.
○ Group by Object Type - to display links to different types of objects on separate sub-tabs. To add a link to
a new object type, click the plus sign on the leftmost sub-tab.
○ Group by Link Type - to display different link types on separate sub-tabs. To add a new link type, click the
plus sign on the leftmost sub-tab.

Note
To see all of the objects that point to an object via traceability links, open its property sheet, click its
Dependencies tab, and click the Incoming Traceability Links sub-tab.
10.4.1 Importing Traceability Links from Excel
You can import traceability links, which can link any objects in your models with a semantic that you define, from
lists in Excel files. An Excel file filled with sample data is provided in the PowerDesigner Examples folder, which
you can adapt for your own imports.
Context
Procedure
Note
The example file 09 Traceability Links Import.xlsx contains three sheets, each of which links
objects together via traceability links.
Note


○ Trace BF1 to Project - Links first-level business functions to projects that they own via traceability
links:
1. Import the table as Traceability Link.
2. Import the column DependentObject as Dependent Object and set the Object type to Business
Function.
3. Import the column LinkType as Link Type.
4. Import the column InfluentObject as Influent Object and set the Object type to Project.
○ Trace BF2 to System - Links second-level business functions to systems on which they depend via
traceability links:
2. Import the column DependentObject as Dependent Object and set the Object type to Business
Function.
4. Import the column InfluentObject as Influent Object and set the Object type to System.
○ Trace P4 to System - Links fourth-level processes to systems on which they depend via traceability
links:
2. Import the column DependentObject as Dependent Object and set the Object type to Process.
4. Import the column InfluentObject as Influent Object and set the Object type to System.
10.5 Specifying Diagrams as Related Diagrams
You can use related diagrams to further define the behavior and implementation of objects and to view them from
different angles and in terms of semantic relationships. You can associate any type of diagram open in the
workspace with an object, including diagrams from other packages or models.
To specify that a diagram is a related diagram of an object, open the property sheet of the object and click the
Related Diagrams tab. If this tab is not visible, click the More button. The following tools are available:
Table 70:
Tool Description
Properties - Opens the property sheet of the selected diagram.

Tool Description
Open Diagram - Opens the selected diagram.
Note
If the object is not composite (and so does not have any child diagrams), you can navigate to the first
related diagram in the list from an object symbol by pressing Ctrl and double-clicking the symbol. To nav
igate to any related diagram in the list, including for composite objects, right-click the symbol and select
Related Diagram <Diagram Name> .
Add Objects - Opens an object selection dialog to select existing diagrams and add them to the list.
Create an Object - Creates a new diagram, and adds to the list as a related diagram. You must specify the
location (model) and type of diagram to create and give it an appropriate name.
Note
To create a new diagram and associate it to the object from the object symbol, right-click the symbol and
select Related Diagram <New> .
10.6 Generating an EAM from an EAM
You can generate another EAM from your EAM. When changes are made to the source model, they can be easily
propagated to any generated models by regenerating, using the Update Existing Model generation mode.
Procedure
1. Select Tools Generate Enterprise Architecture Model to open the EAM Generation Options Window:
2. On the General tab, select to generate a new or update an existing model, and complete the appropriate
options.
3. [optional] Click the Detail tab and set any appropriate options. We recommend that you select the Check
model checkbox to check the model for errors and warnings before generation.
4. [optional] Click the Target Models tab and specify the target models for any generated shortcuts.
5. [optional] Click the Selection tab and select or deselect objects to generate.
6. Click OK to begin generation.

Results
Note
For detailed information about the options available on the various tabs of the Generation window, see Core
Features Guide > Linking and Synchronizing Models > Generating Models and Model Objects.

Important Disclaimers and Legal Information
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environment. The Code is only intended to better explain and visualize the syntax and phrasing rules of certain coding. SAP does not warrant the correctness and
completeness of the Code given herein, and SAP shall not be liable for errors or damages caused by the usage of the Code, unless damages were caused by SAP
intentionally or by SAP's gross negligence.
Accessibility
The information contained in the SAP documentation represents SAP's current view of accessibility criteria as of the date of publication; it is in no way intended to be a
binding guideline on how to ensure accessibility of software products. SAP in particular disclaims any liability in relation to this document. This disclaimer, however, does
not apply in cases of wilful misconduct or gross negligence of SAP. Furthermore, this document does not result in any direct or indirect contractual obligations of SAP.
Gender-Neutral Language
As far as possible, SAP documentation is gender neutral. Depending on the context, the reader is addressed directly with "you", or a gender-neutral noun (such as "sales
person" or "working days") is used. If when referring to members of both sexes, however, the third-person singular cannot be avoided or a gender-neutral noun does not
exist, SAP reserves the right to use the masculine form of the noun and pronoun. This is to ensure that the documentation remains comprehensible.
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caused by the use of related information unless damages have been caused by SAP's gross negligence or willful misconduct. All links are categorized for transparency
(see: http://help.sap.com/disclaimer).

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User Guide PUBLIC

Enterprise Architecture Modeling

1 Planning Your Enterprise Architecture Initiative. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

2 Organization Architecture Modeling. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

3 Process and Function Architecture Modeling. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51

PUBLIC Enterprise Architecture Modeling

5 Infrastructure Architecture Modeling. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

6 Goal and EA Project Modeling. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95

7 SAP IQ Reference Architecture Model. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

Enterprise Architecture Modeling PUBLIC

Query Type Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116

Reference Architecture Model Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116

Logical Server Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117

7.3 Comparing Reference Architectures. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .118

7.4 Modifying and Regenerating Reference Architectures. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120

7.5 Generating Reports from a Reference Architecture Model. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120

8 Hardware Profile Library. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121

8.1 Importing Profiles from the SPEC Website. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121

Hardware Profile Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122

8.2 Hardware Profile Library Properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

Specifying Additional Query Types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124

9 Checking an EAM. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125

9.1 Package Checks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .125

9.2 Application, Application Service, Component and Database Checks. . . . . . . . . . . . . . . . . . . . . . . . . . 126

9.3 Application Link Checks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127

9.4 Contract Checks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127

9.5 Deployment Instance Checks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128

9.6 Form Checks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129

9.8 Network Checks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131

9.9 Organization Unit Checks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131

9.11 Software Server Checks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133

10.1 Importing EA Metadata from Excel. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .134

10.2 Importing Visio Diagrams into PowerDesigner. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135

Exporting Objects from an EAM to Another Model. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139

Importing Objects from Another Model into an EAM. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140

10.4 Traceability Links. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141

Importing Traceability Links from Excel. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .142

10.5 Specifying Diagrams as Related Diagrams. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143

10.6 Generating an EAM from an EAM. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144

PUBLIC Enterprise Architecture Modeling

● Align IT strategy with business goals, capabilities, and processes.

View, Create, and Edit View Only

● Process maps ● Organization charts

Enterprise Architecture Modeling PUBLIC

PUBLIC Enterprise Architecture Modeling

Enterprise Architecture Modeling PUBLIC

PUBLIC Enterprise Architecture Modeling

Enterprise Architecture Modeling PUBLIC

● An Excel file (see Importing EA Metadata from Excel [page 134]).

PUBLIC Enterprise Architecture Modeling

1. Select File New Model to open the New Model dialog.

Enterprise Architecture Modeling PUBLIC

Each enterprise architecture model has the following model properties:

1.2.2 Setting Model Options

PUBLIC Enterprise Architecture Modeling

1.3 Creating an Enterprise Architecture Framework Project

1. Select File New Project to open the New Project dialog.

Enterprise Architecture Modeling PUBLIC

PUBLIC Enterprise Architecture Modeling

1.4.1 Displaying EAM Objects in Diagrams