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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.

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.

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.

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.

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.

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

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

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.

Read more about configuring the web here.

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.

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

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.

Folders and hashtags, make it easier for users to find the content they are looking for. Folders and hashtags, enable you to find content in the same way as you do on social media. You can organize content according to many different views together with people you don’t know.

• Hashtags are markers that can be attached to any object regardless if it is frozen. They can be added to an object from either QLM or the web.
• Folders offer access to specific groupings of objects, making objects easily accessible to the relevant stakeholders. The groupings can be based on dynamic search criteria, for example showing objects the viewer has created, or pointing to a set of objects that satisfy the criteria specified for that folder.

By using hashtags and folders, you can structure and organize content in QualiWare targeting specific users or user groups.

Video Highlight

Hashtags

You can edit the hashtags for objects in both QLM and on the web. The hashtags can be added and removed from objects regardless if the objects are approved or in development.

From the web, you edit the hashtags for a diagram by clicking the “Hashtags” icon in the diagram’s toolbar:

When clicking the hashtags icon, a dialog will appear where you can add new hashtags by typing them and choosing submit. You can also remove hashtags. When you hover your curser over the hashtags an X will appear. If you click on the X, that hashtag will be removed from the diagram. To save the changes, close the dialog by clicking “Submit”:

In QLM, hashtags are added and removed from the objects property dialog in the “Tags” tab

When pressing on ‘Add Tag’ you get to ad either an existing tag or create a new tag:

There will be an organization of your content into the groups where it belongs – just because you add the hashtags. Once you have added hashtags to objects in QualiWare, they can easily be linked to corresponding folders. This means that stakeholder specific views now can become easily available.

Folders

Folders offer access to specific groupings of objects, making objects easily accessible to the relevant stakeholders. The template name for folders in QualiWare is “RepositoryFolder”.

The folders all point to a logical set of objects in the repository, meaning a folder points to a set of objects that satisfy the criteria specified for that folder. As such, an object may be present in multiple folders, but only exist as a single object in the repository.

By creating standard setup structures in the folders, you can replicate the structure of the business that people work. This means, that if people are familiar with the organizational structure, they can easily find the relevant content under their department. If they are more familiar with the product structure, they can find the same content under the product names, partner names and so on.

On the web, you can find the folders in the Repository Explorer menu, which can be navigated to via the new tool bar:

Here you can create new folders and edit existing ones by using the tool menu. This is also where you can browse selected template types for easy access.

In QLM, the folders can be accessed and edited in the repository explorer by clicking on the folders icon in the repository views (see picture below). This will prompt a list of folders to pop up in the repository explorer.

When you expand a folder by clicking on the plus on its left, content and sub-folders are shown. There may be several folders within the folders.

When right-clicking on a folder, you can choose to add content to it, add a new sub-folder or open the properties for the folder.

There are four tabs in the properties of the folders you can edit:

• RepositoryFolder: here you can add a short description, include objects based on tags, exclude objects based on tags, and define the folder as a root folder – meaning the folder is present at the first level of the folder structure.
• Objects: Here, you can include specific objects or repository folders.
• Advanced: In this tab, you can include objects based on search conditions or relations.
• Visibility: In this tab, you can specify which persons and roles the folder should be visible to

For more details see the description of the Repository Folder template