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Survey

Introducing QualiWare’s Survey feature

  • You can create you own surveys, simulate them, send them out and analyse the results
  • The respondents need a QualiWare collaboration license to answer a survey

Survey

There is a Governence Workflow for the Survey. The flow cowers the whole flow from preparation, Design, Simulation, Activation, Analysing, Reporting, and Closing

Each of the steps are described in the following.

Create

You can easily create a new survey from the collaboration platform, e.g. the EDGY Enterprise Desktop.

Design

From the Survey properties view, you can update the properties and associate participants and the questionnaire to the survey.

An essential part of the survey is the questionnaire that is linked to the survey.

The questionnaire can contain one or more questionsgroups and each questiongroup can contain one or more questions.

Once you open survey in design mode is shows the design of the questionnaire, you can update the design in the spreadsheet view and save it when you are done. If you reload the design the survey will load the default view based upon the underlying questionnaire.

Simulation

You can simulate the survey before activating it to test if it works as intended.

In simulation you can choose between 3 different views:

Response simulation

Here you can impersonate the respondents and test the questionnaire.

Participants response stage

Shows status of each participant

Answers by participants

Shows the answers of all participants for each of the questions.

Active (Answer mode)

When the survey is activated the participants get a governance task on their to do list and they can answer the questionnaire.

When the survey is active, you can choose between 3 different views.

The views are similar to the simulations views described above, the only difference is that the data is based on the respondents answers.

Analyse

When the survey is in analyse stage, it is closed and you can choose between 2 different views.

The views are similar to the simulations views described above, the only difference is that the data is based on the respondents answers.

Report

When the survey is in report stage, you can choose between 3 different views.

The first 2 views are similar to the simulations views described above, the only difference is that the data is based on the respondents answers.

The last “Reload document” option, opens the survey in design mode, and you can close the survey of send it back in the flow, or work with a new revision.

Power BI

It is possible to embed your Power BI reports to a desktop/dashboard tile and thereby include it in the collaboration platform.

Power BI in QualiWare

Embedding Power BI reports in QualiWare

To present Power BI reports in QualiWare, you simple need to include the link to your report in a HTMLDashboard tile, and include it in your Dashboard / Desktop.

Power BI Reports on QualiWare Data

It is possible to create Power BI reports based upon queries from QualiWare.

  • First you need to install QOle.Provider in your client machine and configure it to talk with your environment
  • Then you have to set up a connection between QualiWare and Power BI
  • Once you have loaded the data, you can build your report and embed it into the Collaboration Platform in a DashbordItem, as described above.

QualiWare OLE DB Provider

To extract data from QualiWare you need to set up the QualiWare OLE DB Provider and configure it to talk with your environment.

The QualiWare OLE DB Provider should be installed on the client machine.

The QualiWare OLE DB Provider should be installed on the client machine, and the QualiWare version has to match the installation, and configured to the environment.

The URI connection settings should match the installation, you can find the settings in the QEF Administration Console.

Get Data from QualiWare to Power BI

Get Data

In the Power BI Desktop you can get data from QualiWare using the OLE DB connection option.

Connection String

Insert the connection string to build the connection to the repository.

The connection string should have the following format:

  • provider=QualiWare.Ole.[VersionNumber];mode=Read;initial catalog=[RepositoryName]/[Configuration];data source=[URI]

Example:

  • provider=QualiWare.Ole.10.10.0.17;mode=Read;initial catalog=ChixiNG/BaseConfiguration;data source=net.tcp://currentrelease.qualiware.com:25800/QEFNext/Instance

Set up Connection

Set up your connection with the right authentication, and test the connection.

Insert Query from QualiWare

Now you can use the advanced option to enter your query, as a SQL statement.

It is possible to insert at statement from QualiWare (se below).

You can build your query using the QueryDesign in QualiWare, and insert the statement directly from the Generic Query.

Read more about QueryDesign here.

Load Data to Power BI

Now you can Load the data to the Power BI Desktop.

Transform Data

It is possible to Transform Data in Power BI, before building you report.

Note that the transformation can be handled after the initial load.

Build Power BI Report and Embed it

Build report in Power BI based upon the loaded data.

Publish your report to Power BI from the Power BI Desktop.

Click the link to Open your report in Power BI.

From the Power BI App you can manage the report include access rights.

Finaly you can get an Embed link to use in the QualiWare.

Copy the link to insert it in your DashboardItem, as described above.

Once the link is published, you can view the report in QualiWare.

PowerPointGenerator

The new generate PowerPoint feature is a great asset in the QualiWare reporting toolset.

It allows the users to quickly create and compile different diagrams into a PowerPoint presentation.
The PowerPoint feature uses QualiWares AI to showcase relevant diagram information in the repport.

It can be found in the Analyze and Improve view in a diagrams Dashboard.

Location of the powerpoint feature

When selected the user can either chose the diagram for the given dashboard or select “Open diagram search”. Here the user gets access to all the diagrams in the repository and can free choose a specific or several different diagrams to include in the PowerPoint presentation.

When selected the user can either chose the diagram for the given dashboard or select “Open diagram search”. Here the user gets access to all the diagrams in the repository and can free choose a specific or several different diagrams to include in the PowerPoint presentation.

When the diagrams have been selected the presentation can be styled. Either the user can upload their own master PowerPoint template or select a previous uploaded template. If there is no master template available the user can simply press “download presentation without selecting a template.

A PowerPoint is now generated that showcases the diagram and all its propperties.

QualiAI

What Is QualiAI?

Generative Diagraming and Object Editing

QualiAI can both help you with

 

From QualiWare 10.10 you can use QualiAI:

  • Inside the Web-Modeler:

    • It analyzes context and uses KnowledgeScopes and Response Ontologies to generate diagrams where objects and their relationships are created and linked automatically.

 

  • Outside the Web-Modeler (in the web front-end):

    • The AI button enables you to edit objects directly from a diagram view, as well as create and link new objects to those edits.

    • Example: “Add a new owner to this Business Process called ‘Process Owner A’” will create the Position object and link it to the Business Process.

Getting Started with QualiAI

Workflow

  • Inside the Web-Modeler:

    • Provide instructions and context for the AI to generate or edit diagrams.

    • With 10.10, Response Ontologies orchestrate the output so that new objects and links are created directly in the diagrams.

  • Outside the Web-Modeler:

    • The AI can edit existing objects from a diagram view.

    • It can also create and link new objects to edited items.

AI Query Window

AI Query Window

  • KnowledgeScope: Clicking the QualiAI button prompts the system to determine the relevant KnowledgeScope based on your current position in the product and the objects selected. If multiple KnowledgeScopes are deemed relevant, you will be able to choose from a list.
  • Context: The Context field shows what object(s) are currently used as context for the AI.
  • Input: The input text field is for any additional context or instructions for the AI to create the desired content.
  • Buttons:
    • Generate Diagram → start the AI generation.
    • Link Context → specify context from the KnowledgeScope’s predefined templates.

Crafting Your Diagram

Crafting Your Diagram

  • Using QualiAI for Diagram Drafting: After providing context and instructions, QualiAI generates a draft of your diagram. This can be displayed in a new tab or directly in the current editor, depending on the context.

  • Example Workflow: An example of QualiAI’s capabilities is the creation of a Workflow Diagram for a process titled “Perform Overhaul”.

  • Final Touches: After QualiAI provides the draft, you can refine and finalize the diagram to ensure it meets your requirements and standards.

Enrich content and add generate non-graphical relations

It is possible to use QualiAI to enrich content and add generate non-graphical relations and objects to selected content.

When the object(s) is selected you can add the QualiAI and prompt what you would like to get help with, and it suggestions will appear in a spreadsheet for your review and approval.

Note it is possible to multi-select by holder <ctrl> and clicking on the relevant objects.

Spreadsheet Preview

After submitting a query, QualiAI displays a spreadsheet preview of the proposed content before any changes are applied.

  • Inside the Web-Modeler: shown when editing objects or adding linked objects.
  • Outside the Web-Modeler: always shown, since all operations are edits.

The spreadsheet view lists:

  • All objects that will be created or modified
  • How they are linked together

This step ensures users can review and confirm the proposed content before applying it to existing diagrams or importing new diagrams with deep-linked objects.

Support & Resources:

  • Setup Guide: Access a step-by-step guide to setting up QualiAI for your organization.
  • KnowledgeScope Details: Learn more about tailoring KnowledgeScope templates for optimal AI performance.

Remember, while QualiAI aims to facilitate diagram creation, the generated diagrams are drafts to be perfected by you, the creators, ensuring that the final product is precise and tailored to your specific needs.

More information:

Smart Importer

Introducing QualiWare’s Smart Importer

  • Enrich your repository fast: With the Smart Importer you can enrich you repository fast by importing external data from CVS-files
  • Intelligent Mapping the relevant properties in the Metamodel: The Smart Importer uses AI to help users with mapping between external data, e.g. in a CSV file to the appropriate metamodel and relevant properties
  • Guides you through the steps: Guides you through the stepsfrom resolving conflicts to existing data, and/or select with properties and elements should be created/updated.

Getting Started with the Smart Importer

When you open the Smart Importer, it will guide you through the steps from selecting the file, selecting and mapping the data to import, and let you handle conflict and include/exclude objects and data to import and wether new objects shuld be created and/or existing should be updated.

Upload

On the Upload step, you select and upload the file, and select the type of deliminator used in the data.

Mapping

Once you have uploaded the file, you get to the mapping page, where all fields from your file in loaded in first coloumn, and then you can map each of the coloumn in the file to templates and attributes in your repository.

At first you should map the main object in your data, and map it to the relevant template in QualiWare.

When the Main object is mapped, you can use the Autofill, which is an AI-features that maps the data to relevant attributes and templates in QualiWare.

IT is possible to modify the mapping, ignore fields to be imported.

Once you have finalized your mapping, it is possible to save the mapping for another time, and you can load an existing mapping.

On the Upload step, you select and upload the file, and select the type of deliminator used in the data.

Conflicts

On this tab all potential conflicts are listed, i.e. same main objects with the same name, as content in the mapped file.

Review

On this tab lists all elements that are included in the mapped data, and enables you to select the action for each of the elements (or toggle all using the bulk action).

The list is structure around the different element/template types, and it is possible to fold/unfold the different template lists, and set actions on each of the items.

Report

The final step gives a report on how many objects that have been created and changed as a result of the import.

You can press exit to close the importer.

Configure the WEB

Introduction to how to configure your QualiWare web solution

One of the strengths of QualiWare is the ability to configure it to your organizations specific needs.
These needs might change as the organization grows and starts to explore different areas of QualiWare.

Through our different quides you will be able to configure your QauliWare solution. Wether it be creating your own dashboards, setting up user roles or creating your own querries.

BCM introduction

Why do organisations need Business Capability Management (BCM)?

Business Capabilities are imperative for organizations as they represent the skills, processes, resources, technologies, and competencies that enables them to achieve the strategic objectives and deliver value to its customers. Business Capabilities are in essence answering the question of “What is a company doing?” to achieve its Business Model and strategic Goals that have been set by the organization.  

When organizations have a clear overview of their Business Capabilities, they may find an increased ability to: 

  • Adapt and be agile ✅
  • Allocate resources where necessary ✅
  • Innovate to stay ahead of the curve ✅
  • Assess areas of the business that are a risk in realizing the Business Model ✅

All this ensures that Enterprise Architecture and Business Architecture can evolve and be optimized.  

Business Capabilities in QualiWare

In QualiWare, Capabilities can be linked to areas across the business through the relevant templates. This makes Capabilities actionable by tying all relevant business operations, resources, and information to the relevant Capabilities.  

To map out Business Capabilities you will often formalize a Business Capability Map/Model. A Business Capability Map which allows people from across the business to see the structural elements of what the organization is doing, how important each element is and how well it is performing in executing it. The Business Capability Map enhances decision-making across departments so that the business is aligned and can be optimized strategically and operationally in the future.  

Who to involve when defining Business Capabilities?

There are various opinions on the matter of who to involve, when defining the Business Capabilities of an organization. Some advocate for a top-down approach, where other approaches emphasize a holistic inclusion of actors in the organization that make up ‘What’ the organization is delivering to maintain a competitive advantage and produce its products.  

Oftentimes the Business Capabilities are made from a top-down approach with stakeholders who come from more senior business leaders and specialized technical roles. This is an enterprise-level perspective. However, other frameworks such as EDGY emphasize the need for Architectural thinking to be applied by multiple business experts across the business as part of a collaborative co-design process. EDGY argues that failing to realize Business Capabilities more holistically will result in IT heavy capability maps rather than Business Capability Maps. This is a more bottom-up approach, that allows an enterprise-wide Business Capability map. However, it is generally advised that the bottom-up approach need to be strongly guided by strong governance and senior leadership support. 

The organization must internally make decisions on who makes and how the Business Capabilities are defined. Oftentimes a mixed approach is feasible where initially a top-down approach may be driven in the first instance of the formulation of capabilities, where at later stages a bottom-up approach can be included in the co-creation of business capabilities from across the business that creates the enterprise-wide business capability map.  

QualiWare supports working with Business Capabilities from various viewpoints and templates in BusinessCapability, EDGYCapability and ArchimateCapability.  

Difference between Business Capabilities and Processes

Business Capabilities, concerned with “what” an organization is doing must not be confused with Business Processes, which explain the “How” an organization is performing said Business Capabilities. The Business Capability is there for realized by skills, processes, technology and resources. Business Capabilities is to be seen in a strategic view, while Processes are what drives the transformation.  

Read more

Release Notes 10.9

Release Webinar 10.9

Multi diagram support in web-modeler

QualiWare 10.9 introduces multi diagram support in the web-model:

  • it is possible to open multiple diagrams in web-modeler
  • select “Overview” in the left window to see all open diagrams
  • you can select between the diagrams from the tabs in the bottom

New Features in the Web-Modeler

More web-modeler enabled diagrams

A set of new diagrams have been enabled to edit in the web-modeler:

And a whole new diagram type has been intoduced in QualiWare 10.9:

See more about the web-modeler here

Paste picture on symbol

It is now possible easy to pasta a picture on a symbol in the web-modeler.

This can be used to make your models more graphically and personalised.

Graphical compare in web-modeler

It is now possible to compare two revisons of a diagram in the web-modeler.

Select “Compare revison” in the File menu, and select the revions you want to compare with the most recent version.

The feature creates a new tab with a graphical comparison. In the right pane you can select the revision you what to compare with the current revision. The windows highlighst the changes in the objects between the two revisions.

QualiHelp

QualiWare’s Innovative Dynamic Help Widget

Inside the Web-Modeler

  • User-Centric Design: Designed with you in mind, QualiHelp delivers timely and relevant assistance when creating the diagram.
  • Smart Context Recognition: Working on a diagram in the web-modeler? QualiHelp discerns the context and swiftly retrieves the relevant guides for you.
  • Comprehensive Guidance: Be it the diagram, symbols, or connections, QualiHelp ensures you’re equipped with the right information every time.

Outside the Web-Modeler

  • Extended Support: QualiHelp serves as a comprehensive resource center, providing easy access to a wide range of QualiWare tools and resources, catering to diverse user needs beyond the Web-Modeler.
  • Static Resource Access: This mode offers direct links to essential resources such as Getting Started guides, FAQs, and the latest QualiWare updates, ensuring key information is readily available.
  • Consistent User Experience: QualiHelp ensures a uniform, user-friendly experience across the QualiWare platform, offering the necessary support and information regardless of where you are in your QualiWare journey.

Read more about QualiHelp here

ArchiMate 3.2 support

QualiWare supports the ArchiMate 3.2, the latest versions of the Enterprise Architecture modeling language by the Open Group.

As a member of the Open Group QualiWare has been supporting ArchiMate for many years, and has updated the tool to support the latest version of the ArchiMate 3.2.

ArchiMate 3.2. Support and ArchiMate Dashboards

ArchiMate Specific Dashboards

As a part of the upgrade to ArchiMate 3.2, there has been created specific Dashboards for the standard ArchiMate views (diagrams).

The new dashboards contains the new standard property tiles, spredsheets and highligh features.

A set of ArchiMate queries and list have been included in the standard megamenu, linking to the 26 standard viewpoint part of the lastest version 3.2 of ArhiMate.

EDGY desktops, dashboards, relations and visualizations

In QualiWare 10.9 we have enhanced our support for the EDGY language developed by the Intersection Group.

A whole new set of desktops and dashboards have been developed together witht the Intersection Group, and the underlying metamodel have been updated to the latest version of “EDGY 23: Language Foundations”

The dashboards for the different EDGY maps have been updated to reflect the latest changes in the language, including the relationship between the different EDGY elements.

The EDGY overview desktop gives fast access to most recent changes, your maps, and to-do lists, as well as shows the amount and usage of content in the respository.

In addition, dedicated desktops have been created for each of the 3 facets, and for the base and enterprise level.

EDGY 23 in QualiWare 10.9

Learn more about how QualiWare supports EDGY here

Business Architecture Desktop (PRG Framework)

In QualiWare 10.9 we have included a desktop for Business Architecture including the PRG Framework for Business Architecture from the Process Renewal Group.

The Business Architecture desktop includes the PRG Framework, and the Burlton Hexagon.

The framework support the phases from defining the business to its operation:

  • Define the Business
  • Design the Business
  • Build the Business
  • Operate the Business

Learn more about the PRG Framework and Business Architecture here.

Governance: Allow Object Owner to handle changes

When an object (e.g. a process diagram) is managed by the standard change management governance workflow, the owner and responsible have the role to edit the diagram and progress it through the governance stages (from development state to approval state).

Hence, if no owner or responsible is associated to e.g. a diagram, a user would experience no longer to have governance right (e.g. to “edit diagram”) to a diagram that they have created, once it is saved in the web-modeler. This has been changed now, so the creator of the diagram keeps the governance right to edit the diagram further and to progress is through to “ready for approval”, where the owner/responsible takes over.

Governance: HTMLPublisher define default actions/features for objects not under Governance

It is possible to define a set of standard actions for objects that are not under governance. These default actions can be configured in the HTML Publisher under the Content Settings.

Once defined in the HTML Publisher you can select them by ticking the box “Inherit Default Actions” on the HTML Template Definition for the relevant template(s).

HTMLDashboard: Context Dependent Tiles

In QualiWare 10.8 we introduced the Dashboard and responsive dahboardtiles that shows properties and content of the selected symbol, e.g. the description tile will show the description of the diagram or the selected symbol on the diagram.

In QualiWare 10.9 we have introduced the possibility to make the tiles context dependent, i.e. you can define different context boxes for different symbols, and the tile will show different (and symbol specific) properties for the selected symbol.

As illustrated below, when you select the business process, the “Properties” tile shows properties specific for a business process, and the properties changes to information system specific properties when the information system is selected on the diagram.

The tile including its context dependency is configured in the HTMLDashboardItem.

Dashboard: Multiple Highlights (e.g. Application LifeCycle)

New multiple highlight feature is included in the Dashboards which can highligh multiple symbols based upon their properties, e.g. highlighting information systems in an application architecture diagram based on the lifecycle phase of each application.

In addition, a small legend is included in the diagram window, explaining the meaning of the highlighting collars.

Information model -> Ontology -> OpenAPI

In QualiWare 10.9 we have added some utilities to leverage the expressiveness which users get from the OpenAPI and GOWL metamodels:

  • Generating ontology views from the schemas defined within an OpenAPI file content
  • Generating DataModelDiagrams or ClassDiagrams from OntologyDiagrams
  • Generating OntologyDiagrams from DataModelDiagrams or ClassDiagrams

This enables “forward and backward engineering” of the models from OpenAPI to Ontology to Information Models.

Standard HTML Dialogs

As standard the HTMLDiaglogs have been modified to show the full list of property tabs for each of the different templates.

Furthermore, a possiblity to change the name of the object has been included in the standard HTMLDiaglogs.

Object ACL management

It is now possible to manage the Access Control List (ACL) for the objects via the repository compare feature.

If you right-click an object in the repository compare, you can select “Permissions”

From here you can manage all access to the object.

Read more about the repository compare here.

Repository Explorer Properties

The repository explorer has been enhanced with some more features that enables you to see more properties and relations to the objects.

In the lower left corner there has been added at windows showing backwards relations to the selected object. This is similar to the window known from the QLM application.

Furthermore, you can now choose between a “Full” and a “Simple” view of the selected object to explore the properties of object in the right frame.

  • The simple view is the usual view in the repository explorer
  • The Full view is a new view showing all “tabs” of the objects where there data/relations filled in.

Repository Explorer in 10.9

Another addition to the repository explorer is the possibility to change the scope of the view. This is also a wellknown feature from the QLM application.

The user can choose between the default view and see all revisions, all language variants or all revisions and language variants.

As in QLM the default object in the repository is the revision where the is a (*) besides the revision number of the object.

Read more about the repository explorer here.

Safe/Load dumps from RA

It is now possible to load and save dumps directly in the Repository Administrator.

Visualizer features

New features have been added to the 2D visualizer.

It is now possible to filter the templates on the visualizer, and a quick search has been added to find relevant symbols in the view.

Once you select an object, the related objects are highlighted, and the property of the object is shown in the right window.

QuickSearch: Search in specified attribute

A new tile feature has been added to allow user to quickly search on specific attributes of a set list of templates. 

The new search method find objects based upon a search in a specific attribute, e.g. list all BusinessProcessNetwork, WorkFlowDiagram, and BusinessProcessDiagram that are owned by the “search text”.

The search Attributes can be customized to add any attributes. The Search can be configured in the HTMLTile using the new method “SearchByAttribute”.

Once the SearchByAttribute has been selected a method, Default parameters and content are added allowing user to search on the Name, Owner, Responsible of a BusinessProcessNetwork, WorkFlowDiagram, and BusinessProcessDiagram. 

Translation: Local Language (LL) on dialog text

A new feature has been added to help the creation of language variant of HTML Dialog layout.  With this new feature there is no need to create language variant of each HTML Dialog layout as the translation will be handled by the HTMLPublisher language variant using the miscellaneous labels field.

Labels can be loaded from an existing translation file or form a copy of the publisher misc. Label field. Once labels are imported and the publisher has published, Dialog layout will be available the language of the HTML publisher variant.

Example of a translated web-dialog with translated tooltip.

Generic REST API (QCL, QTS, JS)

The Generic REST API provides a simple way to query and operate with any kind of RESTful service using textual (JSON, XML) or binary format of data exchange.

AI-generation of diagram and content

Introducing QualiAI QualiWare’s Cutting-Edge Generative Artificial Intelligence

  • AI-Powered Diagram Creation: With QualiAI, harness the power of artificial intelligence to automatically generate diagrams from various types of context, making the diagram creation process more efficient and user-friendly.
  • Intelligent Context Analysis: QualiAI analyzes the given context to create initial diagram drafts, providing a valuable starting point and streamlining the diagramming process for creators.
  • KnowledgeScope Templates: Utilize our innovative KnowledgeScope template to guide the AI, ensuring the diagrams generated meet your specific needs and context requirements.

Read more about QualiAI here

Video Highlights QualiWare 10.9

Release Webinar 10.9

ArchiMate 3.2. Support and ArchiMate Dashboards

EDGY 23 in QualiWare 10.9

New Features in the Web-Modeler

Repository Explorer in 10.9

Repository Explorer

From the repository explorer you can explore and search content in the repository. The repository explorer enables the user to search for a specific object type, list details, and see selection in the preview window.

In addition to finding the relevant object fast, the repository explorer also provides easy access to edit funtions, and a whole set off options from the content menu including visualizations, and relations to the object.

Video Highlight

Repository Explorer

Repository Explorer in 10.9

Using the Repository Explorer Feature

When on the web front-end click on the Repository Explorer button in the upper right corner in the toolbar.

Once clicked the Repository Explorer will open and enable you to search for and explore folders and object in the windows, and via the content menu.

The Repository Explorer contains of 3 parts:

  1. a folder view in the left
  2. a list view in the middle
  3. a preview view in the right view, including easy access to available governance actions.

The folder view in the left window consists of a set of folders. Each of the folders can be unfolded in a treeview, clicking the “>” to the left of the folder/object.

As default a template folder is included in the top of the folder list (the content of the folder is managed via the HTML Publisher).

Additional folders can be added via the publisher, or by using the 3 dot sushi menu.

Once a folder/object is selected in the left window, a list of objects is listed in the center window.

  • if a template type is selected all the object of the selected type is listed in the middle window.
  • if a specific object is selected all related objects is listed in the middle window, and the object is shown in the right preview window together with its description

Search

It is possible to search for content in both the left and middle window.

In the list window, you can select two different searches:

  • Quick Search: Searches within the object in the list window
  • Global Search: Searches withen the whole repository

Content menu

You can find the content menu to the right of an object, in the form of 3 dots sushi menu.

  • When you click on the content menu to a template, you can create a new template of the selected template type, or create a new repository folder.

When you click on the content menu to an object, you get a more comprehensive menu, which offers all necessary features to maintain and analyse the content of the repository. The menu will also offer the relevant governance actions for the selected object, which enables a faster governance process, as it is not required to open the object to move it forward in the lifecycle.

  • View: views the object on the web (shows the corresponding dashboard or IFrame for the selected object)
  • Properties: open the web-dialog for the object, to edit the properties
  • Edit diagram: open diagram in the web-modeler
  • Revision:
    • Create new revision
    • Compare configuration revisions: Open the object in the repository compare
    • Governance History: Shows governance history of the object
  • Language: Create a language variant of the object (in the selected language)
  • Manage Hashtags: Manage hashtags associated with the object
  • Collaborate:
    • Create a Change Request to the object
    • Create a Non-Conformance to the object
    • Create a comment to the object
    • Rate the object
    • Subscribe to the object
  • Visualize: Open the object in the visualizer
  • Relations: See all types of relations to the object:
    • Links to / Linked by / Contained in / Sends / Sends to / Receives / Receives from / Frames / Framed by)
  • Share: Send object to a folder, E-mail or Print
  • Create: new object or folder
  • Remove / Replace / Rename the object
  • Governance: select among available governance actions for the object

Repository Explorer Properties

In QualiWare 10.9 the repository explorer was enhanced with some more features that enables you to see more properties and relations to the objects.

In the lower left corner there has been added at windows showing backwards relations to the selected object. This is similar to the window known from the QLM application.

Furthermore, you can now choose between a “Full” and a “Simple” view of the selected object to explore the properties of object in the right frame.

  • The simple view is the usual view in the repository explorer
  • The Full view is a new view showing all “tabs” of the objects where there data/relations filled in.

Another addition to the repository explorer is the possibility to change the scope of the view. This is also a wellknown feature from the QLM application.

The user can choose between the default view and see all revisions, all language variants or all revisions and language variants.

As in QLM the default object in the repository is the revision where the is a (*) besides the revision number of the object.

Social Behavior Warehouse

Summary

QualiWares Social Behavior Warehouse combines social analytics with Enterprise Architecture and Business Process Management. Social Behavior Warehouse captures the behavior of the organization by registering all activities performed on knowledge stored in the enterprise repository.

With Social Behavior Warehouse an organization can assess business outcomes and provide diagnostic information. Using this technology, businesses can make sure that their organization is using the EA to create a competitive advantage. Social Behavior Warehouse is an essential tool in management’s decision-making process.

Enabling positive change requires a strong focus on Collaboration in decision making and a high degree of de-centralized maintenance and sharing of corporate knowledge. Successful implementation of corporate strategy and the required business transformations is essential for businesses operating in a global dynamic market; the ability to react rapidly to such market dynamics may mean life or death to the business. With Social Behavior Warehouse top management can uncover threats to business agility and identify actions needed to correct the weak spots in the organization.

The Social Behavior Warehouse will provide management with answers to questions such as:

  • What parts of the Management System / EA knowledge are used by the organization?
  • Are EA deliverables made operational, actionable, and measurable?
  • How active are different parts of the organization?
  • How often do employees use core process models to guide them in day-to-day operations?
  • What is our organization’s agility?
  • How much time is needed from approval of the business model until it has penetrated the business?
  • And many more.

Social Behavior Warehouse integrates with the Governance Workflow Engine and other QualiWare modules where content is viewed or changed. It scales to form a complete intelligent collaboration platform for large enterprises operating in a global environment.

Standard SBW Radar Tiles

On the QualiWare standard there are 4 tiles on the My Desktop available, addressing repository content and SBW data about how it is used on a company, team and personal level.

The axes on the radar diagrams (Strategy, Process, Application, Information, Organization and Technology) represents the dimension in the QualiWare EA Framework, and the associated object templates (typical diagrams).

QualiWare EA Framework

Each of the FrameWorkCells in the EA Framework is related to a set of model(s) and other templates, and the radar diagram reflects:

  • Repository Content
    • This diagram counts the number of objects of each template in the whole repository mapped to each of the columns in the QualiWare EA Framework
  • Company use of content Radar
    • This diagram counts the number of clicks all users have on each of the objects of the mapped template types in each Column in the EA Framework.
  • My teams use of content
    • This radar diagram counts the number of hits for the user and the users in the same organisational unit in QualiWare.
  • My use of content
    • The last radar diagram counts the current user’s clicks in the repository

Top 20 list over most viewed objects and templates

In addition to the Radar diagrams, there are 2 tiles on the standard My Desktop, showing the most viewed objects and template types in the repository the last 30 days.

Social Behavior data on diagrams and models

In addition to the more generic radar-diagrams addressing the whole repository, you can also access analytics data related to a specific diagram.

When viewing a diagram on the web in the classic diagram workspace, an analytics action button becomes available in the top right in the action buttons.

When viewing a diagram in a Dashboard view the analytics data are available from the dedicated tiles on the dashboard.

Once the analytics is selected a set of tabs becomes available.
Depending on the diagram type a set of analytics tabs becomes available. In the following each of the tabs are described shortly.

User Activity

This tab shows number and page visits (visitors) and unique visitors pr month and pr year.

Organization Activity

This tab shows number and page visits (visitors) and unique visitors pr month for each organization unit.

This activity view is based upon the users (persons) asscociation the organization units in the repository.

Content Activity

This tab shows the total number off hits (clicks) for each object on the diagram.

Rating Chart

This tab shows the number of ratings and the average rating for each revision of the diagram.

Advanced

This tab show a (subset) of the diagrams in the repository and the organization activity for the selected diagrams. In the left frame you can select the content using the pivot like format.

Benchmark

This tab benchmark the object properties with the average values of the other objects in the repository.

Compliance Activity

This tab shows diagrams for the compliance activity related to the diagram. The 3 charts to the left show the number of new registrations and closure of change requests, corrective actions and non conformances related to the diagram. The 3 charts to the right depict the number of open items for the 3 types.

Governance Flow

This tab shows a Gantt chart and dates for the governance states for the diagram.

For Administrators

SBW Configuration

Below is the main administrator steps for setting up SBW shown.

The Social Behavior Warehouse (SBW) has to be set up in the QEF Admin console for it to work.

In QEF Console, there is a tab called Access Log, which allows for the creation and maintenance of the Access Log database.

This database contains the raw data for system access across all repositories. This data is eventually processed by SBW, on a per-repository basis.

As this single database is used by all repositories, it is important that it is stand-alone, and that the access logs are not a schema within another existing database.

For each repository that requires SBW, you must enter Repository Administrator and navigate to the Addons tab.

The first tab within Addons is “Access Log”, click on Edit and check the “is enabled” checkbox.

This will tell QEF to start logging access data for this repository.

The next step is to navigate to the “Social Behavior Warehouse” tab and clicking on Edit.

From there, you can create the SBW Data Storage.

NOTE: The “SBW Cube Data Storage” tab and “Cube Sync” tab are deprecated.  These tabs do not need to be set up and can safely be ignored for QualiWare 10.5 or newer.

After the creation of the SBW Data Storage, two sync tasks must be setup:

  • Access Log Sync, which reads from the QEF Access Logs into the specific repository’s access log including all clicks
  • Repository Sync, which transforms the raw Access Logs data into the SBW data including all objects

After the creation of the SBW Data Storage, configuration of Access Log and Repository Sync, the SBW Addon screen should look like this.

SBW tabs on models

The Analytics tabs are configured in each HTMLTemplateDefinition, for example, see the out-of-the-box configuration of the BusinessProcessNetwork template definition.

For details see the QualiWare – Guide for SBW