QualiAI

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 system to guide the AI, ensuring the diagrams generated meet your specific needs and context requirements.
[ultimate_heading main_heading=”Getting Started with QualiAI” alignment=”left” main_heading_margin=”margin-top:100px;margin-bottom:10px;”][/ultimate_heading]

When you open the Web-Modeler, you will find a new button in the upper right corner of the interface. This button is your access point to enable QualiAI. Should the button display in grey, it indicates that QualiAI is either not configured or incorrectly set up.

For assistance with setting up QualiAI, please refer to this link.

[ultimate_heading main_heading=”AI Query Window” alignment=”left” main_heading_margin=”margin-top:100px;margin-bottom:10px;”][/ultimate_heading]
  • KnowledgeScope: Clicking the QualiAI button prompts the system to determine the relevant KnowledgeScope based on your current position in the product or the objects selected. If multiple KnowledgeScopes are deemed relevant you will be able to choose from a list.
  • Context: The Context field will show 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:  Use the ‘Generate Diagram’ button to start the AI Generation.
    • Link Context: Use the ‘Link Context’ button to specify context from the KnowledgeScope’s predefined templates.
[ultimate_heading main_heading=”Crafting Your Diagram” alignment=”left” main_heading_margin=”margin-top:100px;margin-bottom:10px;”][/ultimate_heading]

Using QualiAI for Diagram Drafting After providing context and instructions, QualiAI will proceed to generate a draft of your diagram. This can be displayed in a new tab or directly in the current editor, contingent upon the context source.

Example Workflow:

  • Diagram Drafting: 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, ensuring it meets all your requirements and standards.

[ultimate_heading main_heading=”Support & Resources:” alignment=”left” main_heading_margin=”margin-top:100px;margin-bottom:10px;”][/ultimate_heading]
  • 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. (Include link to KnowledgeScope page)

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.

Release Notes 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.

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

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

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.

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

Governance Workflows

QualiWare Governance Worflow Engine

QualiWare Governance Workflow Engine is the perfect tool to provide consistency and compliance in the way complex knowledge is shared across the enterprise and also maintained by a large number of people over a long period of time.

QualiWare Governance Workflow Engine enables collaboration by automating sharing of enterprise artifacts during its entire lifecycle and by notifying relevant stakeholders whenever their attention is required.

The engine will control:

  • all object state changes
  • all communication between knowledge stakeholders
  • all notifications to employees who have a pending governance task
  • all escalations in case of overdue tasks
  • all collaboration between employees participating in content development and improvement
  • validation of content and compliance with rules and standards
  • validation of SLA’s embedded in the governance workflows

Governance workflows are set up in QualiWare Lifecycle Manager and executed during run time by a high performing scalable workflow engine integrated with all object access in the entire QualiWare product.

Different artifact types require different governance workflows, so where a Business Process may follow a traditional change cycle, an artifact such as a Change Request, a Risk or a Non-Conformance may require very different handling.

Based on definitions of users, roles and access rights in Active Directory and QualiWare administration modules the actions required to move an object from one stage to another are assigned to the correct individual. When a person playing a specific role (persona) accesses an EA artifact from any device the features required to perform a certain task will be made available to the user. This dynamic configuration of functionality in the webfront ensures a friendly user experience, and makes it easy to collaborate and share knowledge.

The QualiWare Governance Workflow Engine continuously gathers information about all object lifecycles, state change, user activities etc. And because it is integrated with QualiWare Enterprise Publisher, QualiWare Analytics and QualiWare Social Behavior Warehouse, it plays a vital role in securing enterprise-wide consistency and continual improvement in the business performance and EA maturity.

Governance flows

In QualiWare it is possible to set up different governance flows for different types of objects (template-types).

A governance workflow defines the governance stages and possible transitions between the stages.

For each stage, you define who has access to the available actions, e.g. who can edit the diagram or the symbol, who can approve an object, and who can create a change request associated to the object.

As shown in the figure above, the governance actions are available for the user in the top right corner. As part of the flow it is defined who has access to the governance actions, as standard the owner and the responsible for the content (e.g. diagram) will have access (this can be configured).

In the flow you can define the standard progress flow (shown by bold green arrows in the flow), alternative flows (light green arrows) and “rewind” flows (shown by red arrows).

Governance Tasks (To Dos)

When a user gets responsible for a governance task it will appear on the user’s “To Do” list.

The list is shown as a standard Tile on the Web-Desktop(s).

When clicking the tile the user gets a sortable list with all the tasks, including a description of which required actions the user has in relation to the governance task.

The governance tasks can also be accessed via the toolbar in the top right corner.

In this list the tasks are grouped by the associated governace flow, and governance state for each flow.

Governance History

The governance history of a diagram/object can be viewed from the “Governance History” tab on the classic layout, and from the tile on the dashboard.

Different actions for different governance states

As a part of a governance flow, a set of available actions are defined for the different governance states.

Presented below is the standard governance workflow for change management, along with the different available governance actions at each stage (these can be configured):

In the Development stage it is possible to:

  • Edit, i.e. edit the properties of the diagram, e.g. description, responsible and so on
  • Edit Diagram – open the diagram in the web-modeler enabling the user to edit the diagram before sending forward in the governance flow.
  • Finish, i.e. move the diagram to the next stage “Finished”
    • or alternatively select to move the diagram fast forward to “Circulation” or “Ready for approval

In the Finish stage it is possible to:

  • Circulate, i.e. move the diagram to the next stage “Ciculation”
    • or alternatively send it back to “Development” or select to move the diagram fast forward to “Ready for approval”

In the Circulation stage it is possible to:

  • Comment, i.e. add a comment to the diagram before sending it forward
  • Ready for approval, i.e. move the diagram to the next stage “Ready for approval”
    • or send it back to “Development”

In the Ready for approval stage it is possible to:

  • Approve, i.e. Approve the diagram and freeze the revion of the diagram
    • or send it back to “Development”

In the Approved stage it is possible for to perform a set of collaboration activities of the approved content, in addtion the owner/responsible can have additional actions (available action(s) can be configured):

In the Approved stage it is possible for all user to (available action(s) can be configured):

  • Create Change Request, a new change request will be created associated to the diagram, and the user will be able to register the change request before sending it forvard to handling
  • Create Non-Conformance, a new Non-Conformance will be created and associated to the diagram, and the user will be able to register the Non-conformance before sending it forvard to handling
  • Comment, add a comment to the diagram
  • Rating, the user can rate the diagram (1-5 stars)
  • Acknowledge, the user can acknowledge the approved version of the diagram, and it will be documented in the acknowlede list
  • Subscribe, the user can add the content to his/her “My Subscriptions”
  • I have an idea, the user will be able to create a new Idea, and send it forvard to handling
  • Hashtags, Add hashtags and tag the content
  • Create Risk. a new risk will be created and associated to the diagram

In the Approved stage it is possible for the owner/responsible to:

  • Create a new Revision, i.e. start a new governance cycle and move the next revision of the diagram into Development, to start the flow once more.
    • or alternatively select to Retire the diagram

As a part of the flow it can be configured to move the new revision into a private workspace to seperate approved content and content under development, i.e.

  • to have a base-configuration containing all approved version (available for all users)
  • and a to have one or more workspace(s) containing content under development (available for the relevant users)

Standard Governance Workflows

There are a whole set of standard governance workflows available in the tool. Most of them is closely related to one specific template type (e.g. QualityAudit, Change-Request or Non-Conformance). Other flows are more generic and used to govern mulitple template types.

An example of the latter is the Change Management flow typically used to control the lifecycle of a diagram or an object going from development to approval, and up to retirement.

The standard flows can be imported and if needed adjusted for the specific need of the organization.

Below are some example of the most used standard governance workflows.

Change Management

The Change Management workflow is used for controlling the lifecycle of an object going from development to approval, and up to retirement.

Audit Management

The Audit Management workflow is used in relation to the QualityAudit template, for controlling the different stages on an audit.

See Manage Audit for more details.

Change Request Management

This workflow control Change Requests. After a user have registered a change request, it is send to handling and implementation before it is closed.

Change Request can be associated to all types of content in the repository.

Non Conformance Management

This workflow control Non-Conformancies. It is similar to the Change Request Management flow, however it has to be verified before it can be closed.

Like Change Request, a Non-Conformance can be associated to all types of content in the repository.

Incident Management

This workflow control incidents.  Once an incident is created by a user, it is send to investigation by the responsible, and if needed the incident can be changed to a complaint, non conformance, change request or accident.

This way the end user just have to register an incident and then the handler can afterwards “re-categorize” it.

Problem Management

This workflow is similar to the Incident Managment flow – there is a difference in what information is transferred from the problem to the new type and there is the addition of also being able to transfer the Problem to a ControlDefiency

Document Management

This workflow governs documents controlled by the QualiWare Document Management (QDM).

Video Highlights

This video shows how the standard governance workflow for change management:

  • how a diagram is changed from development to approved.
  • and how a new revision is created to start the flow for the next revision.

Governance Workflow in QualiWare

As standard all users have easy access to their governance task from the toolbar in the top right corner.

In this list the tasks are grouped by the associated governace flow, and governance state for each flow, as shown in this video.

Governance Tasks

For Administrators

The Governance Workflow Engine (GWE) has to be set up in the QEF / Repository Adminstrator for the governance workflow to work.

In Repository Administrator the GWE is enabled as an Addon to the repository.

Choose the Governance Workflow Engine tab and click the edit button.  If “Generate Settings*” is used the default values for the GWE repository will be to create the schema in the same database as the first ever created repository.

As shown above, there are several standard governance workflows included in a standard installation. You can import the standard workflows to QLM using the import feature.

The standard governance workflows can be found in the “models-folder”:

  • The collaboration flows (including Change Management) are located under Collaboration:
  • The others can be found under Compliance:

Once a flow is imported, you will find all governance templates in QLM under “Governance

Configuring your governance workflows

You can find all governance templates in QLM under “Governance“, below is an example of a governance workflow diagram and a link between the most relevant templates in a workflow. Each of them are described in more details in the links below.

Cloud Services

This Meta Model customization has been created with the aim to embrace various Cloud Services providers’ solutions. In this customization, cloud services are “first” provider agnostic (they appear as “green cloud” symbols), but at time the provider is defined for a “Cloud Architecture Diagram”, the symbols in the diagram adapt their appearance to the corresponding symbol of the provider, as characterized along categories and instances defined for this provider.

The providers that QualiWare currently support are:

Using the Cloud Services Meta Model

The goal in using this Meta Model, is not only to describe and manage the cloud architecture knowledge, but also to relate the described and modeled cloud services elements to the Enterprise Architecture elements which have been defined, described, modeled prior to define the operational cloud implementation.

The guidance provided below is based on a set of use cases which aim at defining, describing and modeling a “Cloud Architecture Diagram”, and the embedded “Groupings”, Services and Flows, as well as managing the reference relationships to Enterprise Architecture elements.

Defining a “Cloud Architecture Diagram”

The QLM user creates a new “CloudArchitectureDiagram” the same way as for any other diagram he/she is used with. Then by opening this diagram for the first time, the user is asked to associate it to the Cloud Provider as on the image.

This is explained in our Cloud Architecture Diagram

Web-modeler

It is a typical phenomenon that only a select few experts are doing the modelling in your organization, which in turn results in a lack of understanding and use of the models in the rest of the organization.

With QualiWare X we are creating a space for inclusive collaboration in a web-based interface, with the purpose of organization-wide involvement. By enabling everyone to create business process networks, workflow diagrams, ArchiMate diagrams, and several other types of diagrams, directly from your browser, with intuitive and easy-to-use visual drag and drop design, you are guaranteed increased mobility, flexibility and stakeholder engagement across the entire organization.

Content

The Web-modeler enables you to easily create diagrams in accordance with the underlying meta-model.

The diagrams can be created and edited the “classic way”, using the drag-and-drop design:

In the Editing Toolbar you can find buttons that can rearrange, resize and align symbols.

Use the Layout panel, to automatically organize the objects in accordance with one of the available standard layouts.

You can also use the import menu to accelerate the model creation based upon inserted/imported text:

Below is a guide on how to use the different features of the web-modeler and at the bottom there are videos that will explain further, along with a list of useful shortcuts.

QualiWare is working on enabling more and more diagram to the web-modeler, below is a list of diagrams currently available in the web-modeler.

Creating/Editing a Diagram

Adding a Symbol

You can add a new symbol to the diagram the following way:

1a. Either left Click a symbol (a BusinessProcess) from the symbol bar or Drag with your left mouse button and release where you wish to place the symbol

1b. or double-click on the white canvas for a list of available symbols, and select the symbol type you need

2. Give the object (BusinessProcess) a name. Once 3 or more characters of the name are typed, a “search-box” will appear showing all similar objects in the repository of the selected type (BusinessProcess). This enables reuse of objects and/or having unique object names in the repository.

3. Alternatively hover over an object (BusinessProcess) you wish to repeat/clone and click one of the four arrows

  • Click to clone and connect
  • CTRL+Click to clone
  • Shift+CTRL+Click to connect
  • Click and drag to draw connection and end with double click to connect to a new symbol (a list of allowed symbols will be shown)

4. A new object (BusinessProcess) will appear. If multiple connection-types are allowed between the two symbols, select the desired connection-type from the menu. Then double click the label and name the new object (BusinessProcess).

Re-using Symbols

The web-modeler helps you to reuse symbols across the repository. As mentioned above the webmodeler lists similar objects containing the same characters when you start naming a symbol. (#2 above under Adding a Symbol).

Another way to find and reuse a symbol is described below:

  1. Select the object (BusinessProcess) and double click the name to highlight the text
  2. Right click the name to open a list of existing objects (business processes)
  3. Browse the list to find the object (BusinessProcess) you’re looking for. Try to sort the columns differently by clicking the column header or enter a searchstring in the search field to narrow down you last.
  4. Select the desired object (BusinessProcess) or click ‘Create New’ if you didn’t find what you were looking for. Finish by clicking ‘Select’ to return the selected object (BusinessProcess) to the diagram

 

You can also explore the existing objects in the repository.

If you select the “Explorer” in the left window, you get a full list of all objects in the right side pane to select from.

From the right side pane you can reuse an object in your model by drag and dropping the object on the canvas.

Connecting Existing Symbols

  1. Hoover the source symbol and select the arrow on the side of the symbol where the connection should start.
  2. Drag the arrow with the left mouse button and release it on top of the target symbol
  3. Select the desired connection type from the popup menu
  4. Use the green selector points on the connection to move sections of the connector to different positionsTip: To find the easiest route between two symbols just select the connection and press  the ‘Space’ key

Editing Symbol Characteristics

  1. Click the symbol or select from the left menu to open a properties pane on the right side of the diagram.
  2. Select the ‘Label’ tab to edit the symbol label style
  3. Select the ‘Symbol tab to edit graphics style of the symbol
  4. Select the ‘Attributes’ tab to edit view the properties of the symbol

Editing Toolbar

Sizing

  • Use the buttons in the toolbar to align symbols
    • First select the controlling symbol (the symbol with the correct size/width/height. Then hold the shift key down and select the symbols you wish to change.
    • Then press one or more of the action buttons
      • Resize to original size
      • Align width (with first selected object)
      • Align height (with first selected object)
      • Align size (with first selected object)

Alignment

  • Use the buttons in the toolbar to align symbols with first selected
    • Align left edge
    • Align vertical center
    • Align right edge
    • Align top edge
    • Align horizontal center
    • Align bottom edge
    • Align horizontal spacing with first and last selected
    • Align vertical spacing with first and last selected

Layouts

You can shift between different layouts.

The Web-modeler will automatically organize the objects according to the selected layout.

Import model from Text or Table

Text to Model

It is possible to create new models from text, using the import feature:

  1. Select “Import from Text”
  2. You can type in/insert text in the “Text to Model” box
    • NOTE there is a short guidance text for how to insert text when using the default setting for the Connection and Hirarchical layuot types
  3. The model will be created based upon the “Settings”
    • Here you can choose between different Layout types, to which template(s) the inserted text should be “translated”, select Seperator, and specify symbol size.

Table to Model

You can accelerate creation of new models by using the Table to model feature, introduced in QualiWare 10.8

  1. The import from table can be used to easy draw workflow-diagrams and box-in-box diagrams
  2. Once you type in the columns in the table the model will be created
  3. You can select/change symbol template for the symbol
  4. When you refer to a symbol in “Connects To” column the symbols will be connected (activities in the same row will be auto connected)

Below is an example of a box-in-box diagram (Business Capability Model), created using the table to model feature.

The table to model settings can be configured via the HTML Model Generator Settings template.

Videos demoing the Web-modeler:

Building a Business Process Network

Using the table to model feature

ArchiMate 3.1 in the web-modeler

New Features in the Web-Modeler

Useful Shortcuts in the Web-modeler

F1                                                              Open Help information pertaining to the selected object.

F2                                                              Rename the selected object.

F3                                                              Search.

J                                                                 Align the selected objects respective of the first selected object.

S                                                                Copy the Size of the first selected object to all the subsequently selected objects.

Spacebar                                                Automatically re-draw the selected connections.

ALT + Left-click                                    Selecting an object and ALT+ Left-clicking on an object’s label opens the label editor.

ALT + Left-click + drag                       ALT+Left-click a label/button panel while moving the mouse, moves the label/button panel.

CTRL + A                                                 Select all objects in the diagram.

CTRL + F                                                 Find a symbol in the diagram.

CTRL + G                                                 Toggle the drawing grid.

CTRL + Y                                                 Redo.

CTRL + Z                                                 Undo.

Arrow-keys                                            Move the selected object in the arrow key direction.

Shift + Z                                                   Automatically zoom to view the entirety of the model.

hold Z + Left-click + drag                   Zoom to the window selected by the mouse.

1                                                                Zoom to 100%

Shift + CTRL+ Left-click + drag        Create/remove space between objects in the direction of mouse movement. This will move all object(s) to the right and below the mouse click (shown by support lines)

Download the shortcuts-list in pdf:

Web-Modeler enabled diagrams

QualiWare is enabling more and more diagrams to become webmodeler enabled. You can see a list of web-modeler enabled diagrams here.

Model Gallery

QualiWare 10.8 introduces a new Model Gallery feature.

The model gallery is a visualization that enables a group of processes, integrations, or applications to be decomposed or expanded into a single canvas or gallery of models. The gallery view allows a focused view of multiple models without having to open separate tabs or windows.

Visualizing a Diagram

The Model Gallery is accessible through the new Dashboard layout introduced in QualiWare 10.8.

The model gallery is also available from the Repository Explorer via the visualization menu.

When “Diagram View” is selected, the 3D visualizer opens with the selected diagram in the center.

It is possible to explore the diagram, you can right-click an object, and a menu will appear. From the menu, you can choose to include additional diagram(s) in the gallery.

Hence, it is possible to add diagram(s) on “lower” levels and/or to add diagram(s) on the same level, e.g. via a connecting business event, to show end-to-end processes.

Users can click the expand series button to expand the series based on the model type – options are business process decomposition, integration expansion, or application decomposition.

Selecting the business process decomposition will create a decomposed gallery view of the processes that form part of the relevant model.

Like in the 3D Visualizer a view may be turned around in all 3 dimensions, by left-clicking and moving the mouse.

Right-click on a diagram unfolds a menu:

Users can select individual expanded processes and can use the context menu to zoom to the diagram.

Zoomed diagrams can be closed if no longer required, or they can be analysed in the context of other decomposed processes

You can move the diagrams by dragging them or selecting “Move Diagram” in the context menu. This allows the user to change the arrangement of the gallery to be suitable for their specific need.

Diagrams can be explored locally using the 3D visualiser standard feature to view the backward and forward relations of the model. Clicking the home button takes the user back to the model gallery.

An application decomposition has also been provided below for reference; the same functionality is available as with the process decomposition. To achieve this application gallery view, simply navigate to an application architecture diagram, and select the model gallery using the new analyzing and improving layout.

Video Highlights

Model Gallery - QualiWare X 10.8

Configuring the Visualize DashboardItem - QualiWare X 10.8

Dashboards

Summary

QualiWare 10.8 introduces a new Dashboard layout with multiple new features:

  • it is possible to set up multiple layouts for a diagram type, e.g. browsing view for the content user; and an analyzing and improving view for the content owner
  • the dashboards can be customized by the user
  • the content is responsive, showing associated data either for the diagram as a whole or for the selected object
  • a set of new tiles have been added to provide easy access to associated features, well-known as well as cool new features

Multiple Layouts

It is possible to create multiple Dashboard views for a template. Each dashboard can have a different focus e.g. “Browsing” or “Analyze and improve”.

All dashboards can be configured for different users and can be role-specific.

The user can select between the available layouts in the layout menu. The “Classic” view is the classic tabular view.

End-user Customizable

The dashboards can be customized by the user.

All the dashboarditems can be re-sized and re-organized by drag and drop, and it is possible to hide tiles/items.

A user can save/remove the “Personal layout”, and at any time the standard layout can be reloaded.

Once a “Personal layout” is created it will be shown as default for the diagram, and the user can “Load Standard Layout” if needed.

Responsive

A sub-set of the tiles on the new dashboards is responsive. The content changes depending on the symbol selected.

As default, the content and properties of the diagram are shown in the dashboard tiles.

  1. When a symbol is selected, it gets highlighted by a read box and the following fields are updated:
    a) In the top left, the name of the object is shown along with the template type
    b) Responsibility
    c) Status
    d) Description
    e) Aligned with

In the “Aligned with” and “Collaboration” tiles, you can click on a specific icon for a specific type, e.g. Document(s) to focus on that particular subset.

The tiles can be expanded to get a full-page view of the tile, with a searchable list with additional information.

Easy access to new as well as existing features

From the standard dashboards there is easy access to a set of features.

Edit (Spreadsheet)

From the edit tile, there is access to editable spreadsheets, where the content owner can easily update/enrich the objects and their relations to other objects.

Highlight if

A new “Highlight if” feature highlights the symbols that meet the selected conditions.

Analyses…

From the analyses.. tile , there is access to a set of new queries:

  • Process Digitalization, lists information, processes and the information, application and functionality usage related to the objects on the diagram
  • Business Process Completion, shows the “completeness level” for the diagram, and the processes. This is a calculation based upon the number of the standards fields that are filled out
  • Process – Sensitive information, list the processes and their information usage, including the information sensitivity and privacy level
  • Event context, shows events related to the diagram, and the associated diagrams where the event is triggered from and what it triggers

Visualize

The Visualizer tile links to a set of cool new visualizations.

Read more about the model gallery and the visualization feature here.

Hierarchy view

The process diagrams, and the application architecture diagram includes a hierarchy view as part of the standard dashboards.

The hierarchy view is browsable, the user can unfold the hierarchy to explore the structure and navigate directly to a specific diagram.

This feature has been part of QualiWare for some time, using the hierarchyview template.

What is new, however, is that the hierarchy updates automatically as part of the governance flow when new diagrams are added via the “breakdown to” or “visualized by” relations.

Additional features

Report, RASCI, Context View

From the dashboard there is access to:

  • a set of new standard reports for the following diagrams: BusinessProcessNetwork, WorkflowDiagram, BusinessProcessDiagram, ApplicationArchitectureDiagram
  • the RASCI view of the diagram, similar to the RASCI tab in the classic tabular layout
  • the Context View of the diagram, similar to the tab in the classic tabular layout

Ratings, Governance History and Acknowledge History

From the dashboard there is access to:

  • Ratings, showing the ratings made on the diagram (similar to the tab in the classic tabular layout)
  • Governance History, similar to the tab in the classic tabular layout
  • Acknowledge History, similar to the tab in the classic tabular layout (read more about the Acknowledge list here)

Business Charts, Gantt Charts, Heatmaps, …

From the dashboards, it is also possible to link to other types of content known from desktops and the classic diagram workspace, this includes (dependent on the diagram type):

  • Business Charts, e.g., charts available in the right pane of a diagram workspace, or showing data from the Social Behavior Warehouse about user and content activity
  • Gantt Charts, e.g. showing improvement schedule
  • Heatmaps

Video Highlights

Diagram Dashboard Walkthrough

Diagram Dashboard Walkthrough

Configuring Dashboards

A set of standard Dashboard is included in the standard publisher.

The dashboards can be configured, enabling you to customize them to your need and update them as the scope and focus can change over time.

Configuring Dashboards

Configuring the Align with DashboardItem

Configuring the Visualize DashboardItem

Configuring Analyses, Edit, and other Dashboard Items

Configuring the Highlight DashboardItem

Template Definitions

In the HTMTemplateDefinition, you can specify template-specific dashboard(s). This includes the number of possible dashboard(s) available for each user role and the content on each dashboard.

The Dashboard are configured using the templates:

Clustering

Summary

Clustering provides users with a new way of interacting with content in their repository. It provides an enhanced analysis capability directly from the 3D Visualizer by logically grouping objects based on their relationships, concepts, and definitions. Filters can be applied to the clusters through the table-based view using existing functionality to focus analysis efforts (for example only clustering objects that are related to a risk with a high impact). The number of clusters can also be defined by the user to provide a broader or more concise result.

Once clusters have been created, users can select a specific cluster or sub-cluster to view the relevant grouping of objects. Users will also be provided with a word-cloud which is generated from various attributes of the objects in the cluster.

These clusters can be given a specific name or theme, and the selected objects can be “tagged” using an existing hashtag or by creating a new hashtag. Once the objects from a cluster have been tagged, users can easily navigate to the repository explorer to further interact with individual objects for further analysis. This provides an entirely new way of creating logical groupings of objects based on their concepts or relationships without needing to create custom folders. Identifying patterns and outliers in the repository is a valuable tool for conducting analysis, rationalization, and transformation activities.

Business Value

  • A new method for identifying optimization initiatives
  • Analysis of repository data is accelerated by QualiWare actively grouping objects into clusters and providing a word cloud for those clusters
  • Clustering graphics can be exported as an image, providing a compelling information asset for stakeholders
  • Clustering is not limited to technical users. Business users can also leverage this functionality to generate insights
  • The outcome of using the clustering feature is made tangible when clustered objects are tagged using our included hashtag feature

Clustering Guide

To create a cluster, first navigate to a table that supports the visualize function. For this example, the Process Risk Assessment has been selected – this is a process analysis activity.

To reduce the complexity of the visualization, a filter can be applied to achieve a focused view. In this instance a filter is applied so that only risks with a high likelihood are shown:

An interactive 3D visualization of the filtered table is then generated. A new clustering icon has been added to the top taskbar. When you select the clustering icon, a window will open asking how many clusters QualiWare should generate.

Increasing the number of clusters will generate a more segmented view of the data (the default number of clusters is 4). Once a desired number of clusters has been entered, selecting continue will generate the cluster.

The clusters that are generated follow the same navigation principles and actions as the 3D visualizer. The camera can be panned, zoomed, elevated, and rotated.

The Cluster Tree View (1) on the left of the screen is a new navigation structure that facilitates interaction with the grouped objects that form their respective clusters. As the cluster list is expanded, the numbered clusters are listed. Selecting a cluster highlights the associated objects (2) and presents a Cluster Word Cloud (3) to the right of the navigation window. The Cluster Word Cloud is a weighted representation of the concepts within the cluster, with the weighting implied by the word’s size and its proximity to the center.

In this example, Cluster 1 is dominated by the concepts of “purchase” and “vendor”, and all the other words in the word cloud are logically related to those concepts. Below the Cluster Word Cloud, a comprehensive list of Cluster Elements (4) is listed. These Cluster Elements list the actual objects evaluated when generating the word cloud

Expanding the Cluster List allows you to decompose a cluster into smaller clusters. As an example, having determined that Cluster 1 is dominated by the concepts of “purchase” and “vendor”, this can be evidenced by expanding cluster 1 into 1.1.1.1 (5) and 1.1.1.2 (8). The highlighted objects in the cluster change depending on which sub-cluster is selected. (6), (9)

The word cloud for each of these sub-clusters indeed clearly shows the focused view of “purchase” (7) and “vendor” (10). This enables the creator of the cluster to focus analysis efforts on those two concepts without manually considering the relationships between objects & concepts.

Having identified suitable candidates for further consideration, each cluster can be renamed by right-clicking the cluster in the cluster list and selecting “rename”. For this example, Cluster 1.1.1.1 will now be the Purchase Cluster (11), and 1.1.1.2 will be the Vendor Cluster (12).

Right-clicking a cluster and selecting “open” will open the cluster item list (13). From the cluster item list, the cluster can be associated with other objects or object groupings by using the hashtag feature.

By selecting the “Edit Hashtag” button (14), a dialogue is shown that will display existing hashtags based on what is entered (15). If no existing hashtag exists, then a new hashtag can be created by selecting “create” (16). A cluster can be assigned to more than one hashtag if necessary. Once the hashtag has been created, clicking submit will assign the hashtag to all the objects. A folder will be created in the repository explorer (19) for further consideration or analysis.

Finally, as previously mentioned, objects can also be explored the same way as in the 3D visualizer by right-clicking an object and selecting explore (17). This will change the view to display the information flows and forward and backward relations of the selected object. From this view, the “Clusters” (18) button at the top right corner of the screen can be selected to return to the original cluster view. These steps enable users to analyze the clusters and leverage new possibilities by grouping clustered objects through hash tagging.

Videos Highlights

QualiWare Clustering Summary

QualiWare Clustering Detail