Add to QualiHelp

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

Release Notes 10.8

New Dashboard feature

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 a analyzing and improving view for 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

See more details about the new Dashboards on the feature page.

New Table-to-model feature

A new table-to-model feature has been introducced in the webmodeller to facilitate a fast and efficient creation of workflow diagrams and BPMN diagrams.

See more about the web-modeler here

More ready-made statics for GRC

A set of new lists have been included in the left menu, under “Process”, 2 lists under “High level processes/Value Streams”, and 2 under “Work processes”.

“Business Process Network – GRC”  lists all the business process network with the essentional revison information (revision number, validation dates and governance state), along with information about the owner and responsible.

The list is configured, using “Postions” as process owner and responsible, and shows the person holding the position, as well as Termination Date (if available) of the person.

This list gives you get a comprehensive status of all the processes, and can used to monitors the status of the processes:

  • when has is last been modified (are they updated recently)
  • is the process still valid
  • does the process have an assigned postion as process owner and process responsible
  • does the position have a postion holder
  • and is the person still employed, or will he/she leave the company soon?

If the termination date has passed the cell will be collered red.

“BPN, WFD, BPD – GRC” are structured the same way, as the one above, showing status of all process diagrams (Business Process Networks, Work Flow Diagrams and Business Process Networks) in the repository.

“Business Process Completion” lists all the Business Process Networks and their Business Process and calculates a compleness score for the diagram as well as each business process.

The compleness score of the diagram is a calculated based upon how many of the following fields have been filled out:

  1. Owner (OwnedBy),
  2. Responsible (HasResponsible),
  3. Description (Description),
  4. Valid from (RevisionValidFrom),
  5. Valid to (RevisionValidTo)

The compleness score of the business process is a calculated based upon how many of the following fields have been filled out:

  1. Owner (OwnedBy),
  2. Responsible (HasResponsible),
  3. ShortDescription (ShortDescription),
  4. Description (Description),
  5. Purpose (Purpose),
  6. Ressources (Employs),
  7. UsesInformation (UsesInformation),
  8. IT Support (HasITSupport),
  9. Deliver Capability (DeliverCapability),
  10. Compliance With (ComplianceWith),
  11. Associated Document (AssociatedDocument),
  12. Valid from (RevisionValidFrom),
  13. Valid to (RevisionValidTo)

It is possible to configure the scope of the completeness score, selecting the approprate fields in the underlying query.

“Work Process Completion”  lists all WorkFlowDiagrams and BusinessProcessDiagrams and their Activities, and calculates their completeness score for the diagram and each of the activities.

The calculation is similar to the one above for the Business Process Network. The only exception is that the activity completion is calculated based upon 12 fields, since “Purpose” is not part of an activity-object.

New charts on the Compliance Desktop

In addition to the new list a new set of statistics charts have been included in the Compliance Desktop, showing the distribution of the different types of process diagrams, audit, non-conformancies, and change requests according to their governance status.

Cloud Architecture Metamodel

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.

As an example, the sample diagram, in the picture below, is a “Cloud Architecture Diagram” qualified with “AWS” as provider.

Another example in the picture below, is a “Cloud Architecture Diagram” qualified with “Azure” as provider.

Read more about the Cloud Architecture Metamodel here.

API Architecture Metamodel

QualiWare now supports a range of new templates to enable enterprise architects to model APIs within their existing EA repository. These templates are automatically leveraged upon the creation of an API using OpenAPI.

Architecting APIs in QualiWare can be automated using our new Web Ontology Diagrams, and the APIs themselves can be tested and interacted with directly from the QualiWare front-end by leveraging our adoption of the OpenAPI specification.

See more about the API Architecture metamodel, and how it can be used here.

G-OWL Metamodel

QualiWare 10.8 includes a G-OWL metamodel.

G-OWL is a Graphical Ontology Web Language, used to document ontologies.

An ontology is a representation of concepts and relationships among them within a domain of interest

Read more about ontologies and how QualiWare supports it here

EDGY Metamodel

QualiWare support the EDGY-language created by the Intersection Group.

EDGY introduces a set of reusable Enterprise Elements as a simple but powerful graphical language everybody can understand and relate to. This is a tool that enables designers, architects and change makers to co-design a coherent enterprise by collaboratively exploring the most impactful perspectives and translating between them.

Facet elements

  • Identity: describing the identifying elements that explain why the enterprise exists and what it seeks to achieve.
    – Purpose: A reason why our enterprise exists and what our people pursue and believe in.
    – Story: how we make sense of our enterprise and communicate to people what it does.
    – Content: what we communicate to people, expressed in information and media.
  • Architecture: describing the way the enterprise works and how its different parts fit together to deliver.
    – Capability: what we can do by orchestrating our people and assets.
    – Process: a set of related activities our enterprise carries out.
    – Asset: something we need and use to perform our mission.
  • Experience: describing the way the enterprise seeks to appear in and add value to people’s lives:
    – Task: what people want to achieve and get done (with our help)..
    – Journey: what people go through in their lives (and when interacting with us).
    – Channel: the way people engage and interact with our enterprise.

 

Intersection elements

  • Product: what we make, offer and deliver for people’s benefit.
  • Brand: our name and what it stands for, our reputation and image.
  • Organisation: a group of people working together to create intended outcomes.

 

Common base elements

  • People: individuals or groups of people relevant for the enterprise.
  • Outcome: a result, goal or change we achieve within our enterprise or its ecosystem.
  • Structure: a object or entity that is relevant to our enterprise.
  • Activity: what is being done or going on in our enterprise or its ecosystem

The EDGY-language has been incorporated in the QualiWare version 10.8 with a whole set of new diagram-templates:

Parameterized GenericQueries

In QualiWare 10.8 we have introduced a new parameterized feature related to the generic queries. This allows you to re-use your the same generic query for multiple purpose.

A example of how this is used, can be seen in the new charts on the compliance desktop.

Learn more about how to create parameterized generic queries.

Cluster analysis in 3D visualization

Clustering provides users with a new way of interacting with content in their repository. It provides an enhanced analysis capability directly from the 3D Visualiser 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, rationalisation, and transformation activities.

See more details about the new clustering feature here.

Model Gallery

A new visualization feature has been created, which make it possible to visualize multiple diagrams in one picture.

In the example below all diagrams on the “next level” is shown.

You can also explore the processes end-to-end via the connecting business event.

Click here to learn more about the Model Gallery

RepositoryExplorer – treeview

A treeview has been added to the web Repository Explorer.

This feature allows the ability to explore links between objects, such as objects contained on a diagram, or links through other attributes.

New pre-defined reports

A set of new standard reports have been created.

The reports are available from the new dashboards for the following diagrams: BusinessProcessNetwork, WorkflowDiagram, BusinessProcessDiagram, ApplicationArchitectureDiagram.

It is still possible to access available report(s) via the “Print” icon in the toolbar in the top right corner.

Here, the new standard report for the OrganizationDiagram can be found.

Required actions on governance tasks

There has been added a new tab “Required Actions” on the governance state. This is a text field, where you can use to describe/guide the user what actions that is required for the governance task.

Unattended installation

QualiWare version 10.8 now includes an unattended installer.

The unattended installer is meant for IT departments with high volume of installations, automatic deployment environments and environments with a high focus on correct initial configuration. For single deployments, the tutorial based graphical installer is recommended.

The unattended installer will install QualiWare Execution Framework (QEF) and all available modules. After the installation configuration of AccessLog databases, Repository databases, licenses and directory services must be completed.

Visualization

QualiWare X contains a 3D visualization feature.

The feature can be used on any object or be available in relation to queries and lists.  A visualization creates a “solar system” with the selected object(s) in the center.

Each object in a visualization can be explored locally or included in the original “solar system”.

Visualizing an object

The different visualization is available from the dashboards of e.g. a diagram.

The visualization feature is also available for all objects from the Repository Explorer Context Menu.

When “Visualize” is selected, the 3D visualizer is opened with the selected object in the centre. Objects shown on the left will link to the centre object and objects on the right are linked by the centre object.

View may be turned, and a right-click menu allows the user to open a third dimension of relationships from the selected periphery object.

  • Focus
  • Highlight
  • Show Links
  • Explore (open up a new context view, with the object in center)
  • Local Explore (open up a new context in the same view)
  • Clear All

Hence, it is possible to visualize the relationship you want to explore.

Visualization from a list

The 3D Visualizer may also be accessed from several list (so-called QueryResultViews or QRV).

Once you have filtered the list to contain the desired target object(s), you can click the “Visualize” to open the selection in the visualizer.

This option will result in another “flower-like” view with all first-column objects in the centre ring, and the relationships shown in the QRV as outer rings.

Filtering, highlighting, text search, exploring and other features may be used to analyse and re-render the visualization of the non-graphical data in the list.

Features and menus

As shown above, you can right click any object and explore it further.

You can turn the view by pressing left mouse button and move the mouse.

You can move the whole visualization by pressing the right mouse button and move the mouse.

In the top left corner of the visualizer there is a menubar, giving access to various features and functions.

From the menubar you can:

  • Expand and collapse relations in the visualization
  • Revert the visualization
  • Filter: objects that contains the text is highlighed
  • Remove filter
  • Zoom in and out
  • Fit to screen
  • Local explorer settings: By setting the Expansion length and depth, the placement of the local explore context can be adjusted
  • Focus relationships, enables you to focus on a subset of the relations in the visualization (see example to the right)

Visualizer filtering

As default all templates and relationship are shown in the visualizer.

It is possible to create dedicated filters using the HTMLVisualizerFilter template.

Once a filter is created it becomes available in the Explore and Local Explore menu.

QualiWare releases with enhancements to the Visualizer

Release Notes QualiWare 10.3

Release Notes QualiWare 10.4.2

The Dashboard feature introduced in the QualiWare 10.8

QualiTube

Videos about QualiWare X

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

QualiWare X 10.8 Highlights

QualiWare X 10.8 New Diagram Dashboards

QualiWare X 10.4 Webinar Recording

Make Smarter Strategic Decisions

Using the table to model in the Web-Modeler in QualiWare X 10.8

Repository Explorer and Context menu

Business Continuity Planning in QualiWare

QualiWare X 10.8 New Diagram Dashboards - Analyzing and Improving

Building a Business Process Network in the Web-Modeler

ArchiMate 3.1 in the web-modeler

Repository Compare

Governance, Risk and Compliance

Compliance Management

Governance Workflow in QualiWare

Business Continuity in QualiWare

Gather all your GRC efforts in one solution

The Compliance Desktop

Enterprise Architecture Use Cases

Application Portfolio Management in QualiWare

Enterprise Architecture Management

Support Transformation and Optimization

Assess and Manage an Evolving IT Portfolio

Capture, Structure, Analyze and Present Models

Innovation with QualiWare

Configuration – QualiWare X 10.8

Configuring Dashboards - QualiWare X 10.8

Configuring the Highlight DashboardItem - QualiWare X 10.8

Configuring the Visualize DashboardItem - QualiWare X 10.8

Configuring Analyses, Edit and other DashboardItems - QualiWare X 10.8

Configuring the Align with DashboardItem - QualiWare X 10.8

Parameterized Generic Queries in QualiWare X 10.8

Configuration

Creating a Gantt chart

Reverse engineering of SQL Server database

Composite Query Design

Creating a cross reference spreadsheet

Migrating external content into QualiWare

Qualiware

APM introduction

Why do organisations need Application Portfolio Management (APM)?

It has become rare for employees to experience a working environment that lacks some form of Information Technology. Applications and their supporting technologies have become critical in delivering business services. Understanding and managing when and where different applications are used, and their role in providing business capabilities is crucial for effective cost and resource management and reducing complexity.

Because IT is so dynamic and plays such a crucial role within all enterprises, it is challenging to manage without a proper tool that accounts for all the applications and their costs, resources, and interdependencies. This challenge is especially evident when keeping track of implemented, upcoming and ongoing changes to mission-critical applications while in continuous operation.

In increasingly complex environments where the IT function could exist in several departments or branches of the business, organisations are also facing so-called “Shadow IT”, where there is no clear overview and governance of the IT portfolio, leading to a situation that becomes unmanageable and increasingly difficult to address the challenges and opportunities which the business is faced with.

Furthermore, the costs of supporting and maintaining all the applications may not be optimised, as some applications may be redundant or not aligned with business capabilities.

By attending to APM as a strategic approach to managing and optimising the portfolio of applications, organisations can make more informed decisions on which applications should be included or excluded from their portfolio.

Business benefits of APM – IT as a strategic partner of the business

In short, APM facilitates the strategic alignment of the IT environment with the organisation’s business goals and objectives. A general overall efficiency in IT investment also becomes evident – where IT becomes a strategic partner of the business to ensure competitive advantage. This partnership is critical for organisations who wish to step away from silos and accelerate Digital Transformation.

Some of the key business benefits of APM include:

  • Cost Reduction and Optimization
  • Application Rationalization
  • Decision-Making
  • Increased Agility and Innovation
  • Risk Mitigation and Compliance Management

Cost Reduction and Optimization

APM enables organisations to assess the costs associated with applications in their IT portfolio. By evaluating the costs of the application – organisations can realise value, optimise spending, and reduce costly expenses on IT systems.
Organisations may find some applications underutilised or redundant in functionality, and that licences, maintenance and support costs may be excessive.

Getting notified

When a user becomes responsible for a task, they get notified in QualiWare. The system will guide them and show their required actions on the task.

It is easy to access a task in the personal to-do list from the dashboard in QualiWare.

Screenshot of the Qualiware system and where to find notifications

Read more

Spreadsheet

Easy update of properties (bulk editing)

The spreadsheet functionality in QualiWare enables you easy to explore and edit the properties and the relationships for objects in the repository.

QualiWare X merges the functionalities of a spreadsheet with the functionalities of property matrices known by super users from QLM. This means that you can not only edit collections of objects and their attributes, but you can also enrich the spreadsheet with extra columns and rows, where you add notes, perform calculations and analyze the information.

It is possible to edit the objects directly from the spreadsheet by either editing their property columns directly or by selecting the object row and clicking on the “Edit” button to open the web-form for that object template.

  1. Text-fields can be edited directly in the cell.
  2. Other fields link to other objects. These can be updated by clicking on the link symbol.

Explore and update the properties on your models via spreadsheet

Properties of the object on a diagram, e.g. the Processes on a diagram can easily be described/ modified using the Spreadsheet view (“Business Processes”).

Any changes made will be highlighted in bold + italic and will only be applied to the objects once the “Save” button is clicked. As soon as the save button is clicked the QualiWare X Spreadsheet will attempt to edit the properties of all the objects with changes and will notify you if any objects are locked or can otherwise not be edited.

Objects that are locked (e.g. approved, or the user don’t have governance rights) have green background collar, and the cells in the row are grey.

Spreadsheets can be found in the left menu, and in the standard tabs for different diagrams types.

Access to Spreadsheets from Dashboards

Easy access to spreadsheet from the Dashboard (introduced in QualiWare 10.8)

Video Highlights

Introduction to Spreadsheet:

This video shows how to enrich the objects (BusinessProcesses) for a particular diagram, using the standard spreadsheet view of a process network diagram.

Introduction to Spreadsheet:

Editing dropdown items, dates and numbers:

Editing text fields:

Filter and sort columns:

Adding rows, performing calculations and editing colorings:

Creating a cross reference spreadsheet

For Administrators

You create the spreadsheets in QLM using the intuitive QueryDesign approach which then generates a GenericQuery which is used in the new Spreadsheet template.

QualiWare X Spreadsheet is a new and much improved incarnation of the Property Matrix and can be used to easily get an overview over a large selection of objects in the repository and even for mass-editing data.

Unlike Property Matrices the QualiWare X Spreadsheet is available on the web front-end and can be used across the organization.

For the full list of functions that you can use in the QualiWare X Spreadsheet you can consult its technical guide: Spreadsheet Technical Guide

Click here to see our guide to Query Design

Smart Content Search

QualiWare X Search Engine (QSE) enables users to quickly search through the whole repository from both the web and QLM. Where the Quick Search tile only searches the names of targeted objects, the new smart content search includes searches of objects’ attributes (such as description fields and links to responsible and owners). Aside from this, the new smart content search can search though documents that have been uploaded to QualiWare. 

The search engine can be found in the upper right corner on the web by clicking on the small magnifying glass:

The search engine indexes and searches through all repository objects and their content – including the content of files that are uploaded to QualiWare via ExternalDocuments. From the web, the search result is then presented with the search term highlighted for usability:

In QLM, the search engine can be found in the right side of the tools menu, also illustrated by a magnifying glass:

In QLM, the search result is presented in an expanded message window with the search term presented in bold writing:

In QLM you can also access a search function via the top-menu, from the “Edit” menu:

From this function you have the possibility to specify search criterias, e.g. searching the whole repository or a specific template type:

If your repository has any language variants, the search engine can search through the current working language of the user as well as the repository default language. If no search results are found in the working language the search is automatically expanded to include objects from the default repository language.

QualiWare X Search Engine is built using the Lucene.Net search component and supports advanced conditional queries such as (Description:Postage) AND (AuditGS: Approved) AND (Date#AuditMD: [2017 201806]) which returns all the approved objects modified between 2017 and June 2018 with the word “Postage” in the description field.

Additional examples of supported queries can be found here.

For Administrators

In order to work, the search engine must be enabled and the repository indexed. This is done from the Repository Administrator module, which can be accessed from QEF.

The Repository Administrator module can be found in QEF under Modules:

In Repository Administrator, you need to index the repository. This is done under “Service Operations” where you click on “Recreate” under “Full-Text Search Index”. Here you can also see when the repository was last indexed:

You also need to enable the Full-Text Search. This is done under “Full-Text Search” for the Repository. Here you need to check the Status box, which can be accessed by pressing “Edit” (se the picture below). If the Full-Text Search is marked as not up-to-date, it means that you need to index the repository. Note that the repository must be offline when you implement these changes.

Intelligent Collaboration Platform

QualiWare Workspace

The QualiWare workspace is a collaboration platform, composed of one or more desktops, a left menu and toolbar.

The workspace is role-based, and configurable, so the relevant menus and desktops can be made available for a certain user role, and tiles are dynamically updated to user-specific content.

Desktop(s)

It is possible to create multiple Desktops. Each desktop can have a different focus e.g. “My Desktop”, “Process Management” or “Risk Management”. All desktops can be configured for different users and roles, i.e. both the number of desktops shown as well as the content on each desktop.

The tiles on a desktop provides access to further details and actions, including links to:

  • diagrams workspace
  • lists and queries
  • actions buttons to create new diagrams or objects
  • tiles with the users “To-Dos” or other user-specific content

Diagram Workspace – Multiple Layout

It is possible to create multiple layouts for a Diagram workspace:

  • The classic diagram workspace layout introduced in QualiWare X
  • From QualiWare 10.8 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”.

You can configure which layouts should be available for the different diagram/template types.

Diagram Workspace – Classic Layout

The “Classic” Diagram Workspace includes a:

  1. Left window (collapsible) with information about the diagram and content related to the diagram
  2. Center tabs with specific diagram information, analytics and editing capabilities
  3. Right window (collapsible) with Business information charts

In the top right you can find diagram specific actions (governance actions and features). These enables the user to give input to the content (Create Change Request, Create Non-Conformance), Comment, Rate, Subscribe, Register an idea, add Hashtag, and being a content owner the user can also edit the diagram/Create a new revision of an approved diagram (Read more about governance workflow here).

Diagram Workspace – New Dashboards Layouts

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

  • it is possible to set up multiple layouts for a diagram type
  • 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

Explore the new Dashboard feature on the feature page.

Left Menu

From the Menu in the left a user can access to comprehensive set of standard queries.

The standard menu is structured around the enterprise architecture dimensions and other focus areas, and be unfolded to 3 levels.

As with everything else, the menu can be customised to contain the relevant content.

The menu can be hide/shown by clicking the icon in the top left corner.

See example of the content of the Risk Menu here.

Toolbar with action buttons

The toolbar on the upper right side gives you immediate access to your subscription, tasks and other features such as access to your latest visits, repository explorer, repository compare and repository search.

If you are viewing a specific object such as a diagram, the toolbar will contain links to the print and share functionality.

When viewing a diagram in the classic view you can get access to analytics (Social Behaviour Data on diagrams and models) and hierarchy view in the toolbar.

When dashboard is enabled for a diagram, the toolbar will be extended with dashboard icons and features (layout and customization). On the other hand, will the icons for analytics and hierarchy not be available in the toolbar, when you are in a dashboard view, these features (hierarchy view & social behaviour chart) are/can be included as tiles in the Dashboards.

My Subsriptions

The subscriptions can be managed by the organization and/or on an individual level.

Users can subscribe to specific content. As standard the “Subscribe” actionbuttom is part of the change management governanceworkflow for approved content (this can be configured).

My Tasks

The tasks list is order by the underlying governanceworkflow, and the governancestates within the flow.

The task list contains the same objects as on the “To Do list” on a desktop. Where as this list is organized by governance flow and state, the To Do list contains a description of the required actions that is associated with the governance task.

My Latest Visits shows a list of the most recent diagrams visited by the user.

Repository Explorer

The feature enables you to explore and search content in the repository. In addition, the repository explorer provides easy access a whole set off options from the content menu including edit, collaboration, visualizations, and explore relations to the object.

Learn more about how Repository Explorer works and how you can use it.

Repository Compare

The feature enables you to open a repository explorer for two different repositories at the same time, compare their content and copy content from one repository or configuration to another.

Learn more about how Repository Compare works and how you can use it.

Profile

The button in the toolbar presents a drop-down menu where you can see your username and shift between roles, configurations and languages. If you remove the profile custom button from the HTMLPublisher, your profile name will appear in the left-hand side and the configuration and language buttons will be shown in the upper right-hand side. If you have the profile button and add any other custom button, they will be added to the profile drop-down menu.

Video Highlights

Governance Tasks

Folding Panels

Profile Button

Subscriptions

Tiles

The tiles can also be configured, you can specify size and colors for the tiles and the color of the text will be either black or white to match the color of the tile.

In addition to the standard tiles that are well-known from previous versions of QualiWare several new tiles have been added:

  • My To-Do List is the new name of the Governance Tasks tile
  • The tile named “Help” opens the QualiWare Center of Excellence website
  • Active Users shows the number of active users both on the web and in QLM
  • Activity shows the amount of reads and changes in the repository within the last 10 minutes
  • My Ideas combines the change requests and ideas in one tile

You can now also view dynamic charts on your personal front page via tiles. An example of dynamic charts in QualiWare X could be:

  • Top 5 processes: an dynamic overview of the governance states of the top five processes. The data for the chart is collected from the users use of the QualiWare platform and the chart will change in real time.
  • Capabilities delivered: an overview of the ratio between delivered and not delivered capabilities. The data can for example be collected from measurements from KPI’s.

To learn more about QualiWare X’ Dynamic Operational Information monitoring, click here

Configuring the Workspace

All workspace content can be configured, for the organization and the different user roles:

  • Available desktops and content (tiles) on the desktop(s) (using the HTMLDesktops and HTMLTiles)
  • Look and feel for the different template types. For instance, it is possible to add information to both the right and the left side of template definitions (the view you have when you, for example, look at a diagram), or use the HTMLDashboards for the Dashboards view of a diagram.
  • Content in the leftmenu (use the HTMLMegaMenu, to configure it)

The look and feel of the collaboration platform can be configured via the HTMLPublisher.

Template Definitions

In the Template Definitions, you can specify the appearance and layout of a template-type (e.g. a Process-diagram), including if it should apply the classic view and/or the new dashboard layout.

For the Classic diagram workspace, you can specify the content for both the right and the left side, as well as add tabs in the center . You can choose if the content at the sides should be shown when the page is opened, or if they should be collapsed as default.

If you have a small screen, the tabs (on the right and left side) will automatically collapse so you have more space to read the main content – they can of course be expanded again.

Repository Compare

The Repository Compare functionality has the potential to aid all types of users. Quality Managers can for example promote the right subsets of their work from a project repository to the base configuration – thus ensuring that all of the Quality Team’s work has been considered. Project Managers on the other hand can use this feature to re-use information from other projects in their project repository, thus decreasing the need for re-work.

The Repository Compare feature enables you to open a repository explorer for two different repositories at the same time, with a column in the middle to show whether the content is alike or not. Thus differences between different configurations and/or repositories can easily be analyzed – for example between a private workspace and its base or different project repositories on the same QualiWare Integration Server.

For convenience the compare functionality is available from the Repository Explorer on the web front-end.

Video Highlight

Repository Compare

Using the Repository Compare Feature

When on the web front-end click on the Repository Explorer button in the upper right corner. This makes the Repository Compare button available.

Once clicked the Repository Compare feature will open and enable you to select two different repositories and/or configurations from the drop-down menus.

As soon as both repositories have loaded the column in the center will display any differences between the two repositories.

3 different types of signs are used to display the difference between the two repositories:

  •  The repository on the right contains an object that is not present in the location on the left
  •  The repository on the left contains an object that is not present in the location on the right
  •  Both repositories contain the same object, but the properties of the object differ across the two locations
  •  Both repositories contain the same object and the properties of the object are consistent across the two locations

For a better overview it is possible to toggle the desired comparison options to be shown via the toolbar.

The first option shows all objects. The second option shows only objects that are alike across the two repositories. The third option shows only the objects that are different across the two repositories.

If there is a difference in the properties of an object across the two locations the property difference can be analyzed by clicking on the drop-down arrow to display the difference.

The contents can then be copied either from the left location to the right or vice versa.

Added in QualiWare 10.1

Use tasks to schedule replication between repositories
Use the new “shopping cart” functionality to create lists of repository objects. If no lists exist, click in the top of the Repository Compare and click Create.
To add repository objects to a list, select one or more objects, right click on the object. Under the “Add to list” available lists will be shown. Select the list where objects should be added.

A new task scheduler enables a timer-based trigger to copy a list of objects from one repository to another. To access the task scheduler, press the “Tasks” button at the top of the object list
This will open the task schedule overview:

A Task contains:

  • Trigger: The trigger is the timer triggering the task. This can be defined as one time, minute, hour, day, week, month and year.
  • Action: The action contains the sources, destinations and lists. The Source and destination are lists of repositories with configuration/private workspace, role and language specified. The list is a selection of lists to be copied.

When adding a new source or destination it is possible to add a new QEF instance. This new feature provides the ability to copy lists between QualiWare installations.