QPR Knowledge Base 2014.1

Welcome
Introduction to New Features
- Summary
- Modeling Client
- QPR Portal
- Add-ons and Utilities
Developer's Guide
- Introduction
- QPR API
  - The Object Model
  - Using QPR API with Microsoft Visual Studio
- QPR Scripting
- QPR Web Services Foundation
  - Configuration
  - Functions
- QPR Metrics Integration Kit
  - Supported Data Types in SQL Import
  - Integration Kit
- QPR XML Integration
- QPR Metrics E-mail Notification System
- Customizing QPR Portal
- Customizing Static Web Pages Exported by QPR ProcessGuide
- Customizing Terminology in QPR Applications
- Customizing Element Symbols in QPR Modeling Client Using XML
- QPR Database Description
  - Overview
  - Databases
- Appendices
- References
Configuration Instructions
- QPR Configuration Manager
Administrator's Guide
- Introduction
- System Architecture
  - Multiple QPR Systems on a Single Machine
- QPR Product Activation
- Activation Procedure
- Installing QPR Metrics Integration Kit
- Configuring QPR Installation
  - QPR Configuration Manager
  - Web Server Configuration
- User Management & Security
- Web Publishing
  - Dynamic Web Application Server
  - Static Web Publishing
    - Static Web Publishing with QPR Modeling Client
- Maintenance
- Appendices
- References
- Acknowledgements
Installation Instructions
- Introduction
  - Who Should Read This Guide
  - How to Use This Guide
- Getting Started
  - Installation Components and Basic Requirements
- Installing QPR 2014.1
- Configuration
  - Web Server
  - QPR Web Services Foundation
- Starting
- Troubleshooting
- Appendices
AfMO User's Guide
- Introduction
  - Functionality in Brief
- Starting QPR Add-In for Microsoft Office
  - Starting
  - Configuring
- Designing a Report
- Troubleshooting
AfMO Training Guide
- Introduction
- Basic Operations
  - Connecting to QPR Web Service
  - Previewing and Publishing a Report
- Tags
- Loops
- Nested Loops and Custom Tags
Portal Fast Guide to Processes
- Page One
- Page Two
Portal Fast Guide to Scorecards
- Page One
- Page Two
Portal User's Guide
- Index
- QPR Portal
- Help
- Search
- Settings
- Logout
- Home
- Basket
- Bookmarks
- Printing
- QPR Portal Mode
- What's New
  - Recent Modifications
  - Recent Actions
  - Best Performance
  - Worst Performance
  - Due Action Plans
- My Responsibilities
  - My Measures
  - My Actions
  - My Scorecards
  - My Processes
  - My Action Plans
- My Alerts
- My Briefings
- Managing Briefing Booklets
  - Briefing Booklets
  - Create New Briefing Booklet
  - How to Make a Briefing Booklet
  - Templates
  - Properties
  - Text Items
    - Add Text Item
    - Text Item Properties
  - Pages
    - Add Page
    - Page Properties
  - Briefing Items
    - Add Briefing Item
    - Briefing Item Properties
  - Recipients
  - Notification
- Processes
  - Diagrams
  - Organizations
  - Resources
  - Notes
  - Navigator
  - Analysis
  - Matrices
  - Actions
  - Detail View
  - View Selection Dialog
  - Model Properties View
  - Element List View
  - Information Items View
  - Full Screen Mode
- Scorecards
  - Hierarchy Views
    - Using the Hierarchy Views
    - Navigating Your Scorecard
  - Dashboards
    - Using the Dashboards
    - Navigating the Dashboards
  - Locking and Offset with Periods and Series
  - View Selection Dialog
  - Navigator
  - Analysis
  - Reports
  - Actions
  - Period Selection View
  - Linked Elements View
  - Element List View
  - Element View
  - Measure Definitions View
  - Information Items View
  - Alerts View
    - Creating and Editing Alerts
  - Edit Values View
    - Select Status View
  - Detailed View
  - Model Properties View
  - Create Element
- Actions
  - Analysis
  - Discussion
  - By User
  - By Time
  - Adding, Chaining, Editing, and Deleting Actions
  - Visibility of Actions
  - Action Properties
- Reports
  - View Reports
  - Manage Reports
    - Report Template
- Workflows
  - Workflow Properties
- View Designer
  - Using the View Designer
  - View Filter Designer View
  - View Designer Field Selection View
  - View Selection Dialog
  - Matrix Designer View
  - View Editor Window
    - Set as Default View Dialog
- Office Export
  - Excel Export
  - PowerPoint Export
- Attachments
- Tree
- Details Pane
- Using Portal in Read-only Mode
- Using Public URL's
- User Selection View
- Acknowledgements
Portal Training Guide
- Introduction
  - Overview
  - Getting Help
- Basic Functionality
- Modifying Values and Creating Actions
- Search
  - Search for All Elements Containing the Text 'Logistics'
  - Quick Search for All Elements Containing the text 'Processes'
- Customizing Your Personal Settings
- Views
  - Utilizing Pre-created Views
  - Sorting Data in Views
- Briefing Booklets
- View Designer
- Utilizing QPR Portal in Third Party Systems
- Administrating QPR Portal Content
  - Creating and Managing Public Bookmarks
  - Managing Booklets
BPMN Modeling Guide
- Introduction to BPMN Modeling
  - BPMN Core Set
  - BPMN 2.0 Diagram Types
- BPMN Elements
- Using the BPMN Templates
  - BPMN Template
    - Tool Palette of the BPMN Template
Modeling Client User's Guide
- QPR Modeling Client
- QPR Modeling Client Basics
  - End User Software License Agreement
  - What is QPR Modeling Client
  - QPR Modeling Client Editions
  - What's New in QPR Modeling Client
  - Start QPR Modeling Client
  - Ribbon
    - Application Menu
    - Home Tab
    - View Tab
    - Model Tab
    - Analysis Tab
    - Help Tab
  - Login to File Model Dialog
  - Login to Server Dialog
  - Change QPR Password
  - Options Dialog
  - Spelling Options Dialog
  - Main Window
  - Status Bar
  - Model Properties Dialog
  - Model Version Dialog
    - Version Information Dialog
  - Creating a New Model
  - New Model Dialog
  - Saving a File Model
  - Saving a Server Model
  - Open an Existing Model from File
  - Open a Model from the Server
  - Running Scripts
  - Performing a Search
  - Close an Open Model
  - About Window
- Process Modeling
  - Business Process
  - Business Process Model
  - Why and How to Model
  - Why and How to Model Business Processes
  - Why and How to Model Information
  - Why and How to Simulate Business Processes
  - Hierarchical Modeling
- Models
  - Modeling Options
  - Modeling Options Dialog
    - Connector Validation Settings Dialog
    - Type Group Properties Dialog
  - Model Properties
  - Model Version Information
  - Models and Licensing
  - Base Models
    - Things to Note When Using Base Models
    - Document Management with Base Models
  - Child Models
  - External Models
  - Multilingual Modeling
    - Language Properties Dialog
    - Translation Dialog
  - Managing Models
- Diagram View
  - Diagram
  - View Settings
    - View Settings Dialog
    - Diagram View Settings Properties Dialog
  - Tool Palette
    - Tool Palette Category Properties Dialog
    - Tool Palette Stencil Properties Dialog
  - Create Model Elements in a Diagram
    - Quick Modeling
  - Add Drawing Elements to Diagram
  - Delete in Diagram
  - Use Pop-up Menus to Modify Elements in Diagram
  - Additional Drawing Symbols
  - Modify Model Elements on the Diagram
  - Attach Elements to Other Elements
  - Checkpoints on the Diagram
  - Diagram Explorer
  - Diagram Preview
  - Scroll and Zoom Diagram
  - Transfer Diagram via Clipboard
  - Text Formatting
  - Text Properties Dialog
  - Presentation View
  - Paste Stencil
- Navigator View
  - Navigator
- Analysis View
  - Analysis
  - Analysis Measures, Values, and Units
  - Open Analysis View
  - Save Analysis View
  - Create Measures in the Analysis View
  - Selecting Rows for an Analysis Sheet
  - Selecting Columns for an Analysis Sheet
  - Create Cases in the Select Rows for Analysis Sheet Dialog
- Matrix View
  - Matrix
  - Matrix View Settings Dialog
- Report View
  - Reports
  - Report Options Dialog
  - Simulation Reports
- Model Elements
  - Auto Numbering Wizard Dialog
  - Transfer Model Elements via Clipboard
  - Replace With Dialog
  - Select Model Element Dialog
  - Select Users Dialog
  - Defining Instances
  - Process Interface Element
    - Select Interface Element Dialog
  - Custom Element
    - Custom Element Dialog
    - Custom Element Type Dialog
    - Element Hierarchy Properties Dialog
  - Process Step
    - Process Steps
    - Process Step Dialog
    - Element Graphical Properties Dialog
    - Process Step Type
    - Process Step Type Dialog
    - Combining Diagrams
    - Create Persons in the Process Step Dialog
    - Create Notes in the Process Step Dialog
  - Connector
    - Connectors
    - Connector Dialog
    - Connector Graphical Properties Dialog
    - Connector Type Dialog
    - Select New Connector Type Dialog
    - Connectors Between Diagrams
    - Text Box Properties for Connectors Dialog
    - Create Persons in the Connector Dialog
  - Store
    - Stores
    - Store Dialog
    - Material Store Dialog
    - Information Store Dialog
  - Group
    - Groups
    - Group Dialog
    - Group Modeling Properties
    - Group Element
  - Notes
    - Notes
    - Note Dialog
    - Note Modeling Properties
  - Organization Item
    - Organization Items
    - Organization Item Dialog
    - Organization Item Graphical Properties Dialog
    - Organization Item Modeling Properties
    - Create Organization Items in the Resource Dialog
    - Select Organization Item Dialog
  - Checkpoint
    - Checkpoint
    - Checkpoint Graphical Properties Dialog
    - Text Box Properties for Checkpoints Dialog
  - Information Items
    - Information items
    - Creating Information Items
    - Information Item Dialog
    - Information Item Parameters
    - Information Item Refresh
    - Information Items Dialog
    - Select Information Item Dialog
    - Open Information Item Dialog
    - Using Information Items
      - Content Management Document Browser Dialog
  - Case
    - Cases
    - Case Dialog
    - Case Formula Dialog
    - Cases Dialog
    - Case Modeling Properties
  - Resources
    - Resources
    - Resource Dialog
    - Resources Dialog
    - Information Items and Resources Modeling Options
  - Measures
    - Measures
    - Measure Value
    - Input and Modify Measure Values
    - Modify Measure Values in the Analysis Spreadsheet
    - Transfer Measure Values
    - Measure Dialog
    - Measures Dialog
    - Select Measure Dialog
    - Transfer Measure Values via Clipboard
    - Delete Measures from Measures Dialog Box
    - Automatic Calculation of Measure Values for Subprocess
    - Measure Modeling Options
  - Custom Attributes
    - Custom Attributes
    - Custom Attribute Types
    - Creating and Modifying Custom Attribute Types
    - Adding Custom Attribute Types
    - Editing Custom Attributes
    - Select Model Elements for Relations Dialog
  - Model Element Properties
    - Model Element Properties
    - Text Box Properties for Model Elements Dialog
    - Graphical Properties Dialog
    - Property Explorer
- Security
  - User Rights
  - Information Items
  - Passwords
  - Directory and File Permissions
    - QPR BizArchitecture Server
  - Internet Security
    - SSL
    - Client/Server Communication
- Simulation
  - Benefits of Simulation
  - Planning a Simulation
  - Preparing a Simulation
  - Running a Simulation
  - Analyzing Simulation Results
- Web Publishing
  - HTML Export
  - Dynamic Web Publishing
  - Web Publishing Options
  - Web Diagram Headers and Footers
  - QPR Web Application Server (WAS)
- QPR BizArchitecture Server
  - Connect to the QPR BizArchitecture Server
  - Server Connections Window
  - Server Properties Window
  - Using the QPR BizArchitecture Server
  - Working with Server Models
  - Open a Base Model
  - Save Conflict Report Dialog
  - Disconnect from the QPR BizArchitecture Server
  - Save Template to Server
  - Open a Server Template
  - Delete a Model from the Server
  - Concurrent Usage with Server Models
  - Importing File Models Into the Server
  - Export File Models from Server
  - Audit Log
- Printing
  - Print
  - Print Settings for Diagram Dialog
  - Print Preview Dialog
  - Distributing Printouts
- Imports, Exports & Integration
  - Transfer Information
  - Information Linking
  - XML Export
  - XML Import
  - Link QPR Modeling Client and QPR Metrics Models
- User Administration
  - User Administration
  - User Administration Dialog
  - User Dialog
  - Group Properties Dialog
  - Model-Specific User Rights
  - User Management System
- Miscellaneous
  - QPR Modeling Client Files
- Information and Support
- Acknowledgements
Modeling Client Fast Guide
- Page One
- Page Two
Modeling Client Training Guide
- Introduction
  - Using the Ribbon
  - Working Views
- Server Connections and Working Offline
  - Connecting to the Server, Opening a Model, Saving a Model
- Basic Modeling
- Hierarchical Modeling
- Linking External Information
- Defining the Modeling Notation
- View Settings
  - Creating and Modifying the View Settings
  - Hiding Flows on the Main Diagram
- User Management System
- Publishing the Model
- Advanced Modeling Options
- Custom Attributes in Depth
  - Creating Custom Attribute Types and Adding Custom Attributes
- QPR Metrics Link
  - Linking QPR Metrics Measures to Process Steps
- Resources and Simulation
- Importing and Exporting External Data
  - XML Export and Import
Metrics User's Guide
- QPR Metrics
- Introduction
- Starting QPR Metrics
  - Things to Note Before Starting
  - Starting
- Using QPR Metrics
- Customizing QPR Metrics
- Security
- Information and Support
- Acknowledgements
Metrics Training Guide
- Introduction
  - Using the Ribbon
  - The Main Window and Working Views
- Server Connection, Opening and Saving Models
  - Connect to QPR Metrics Server
  - Opening and Saving a Model
- Basic Modeling
- Scorecard Hierarchy
- Graphical Representation of Model Data
- Using Information Items
  - Creating Information Items
- Modeling Options
- User Management System
- Publishing the Model on the Web
- Formulas in Depth
- Metrics Link
  - Linking QPR Metrics Measures to Process Steps
- Inheritance and Drill Down
  - Define a Base Scorecard and Attached Scorecards for a Model / Inheritance
  - Drill Down
- Advanced Graphing
  - Benchmarks
  - Heat Map Charts
- Linking Scorecards and Models
- Importing Data
  - Importing Data from an Excel Sheet with Mass Import
UMS User's Guide
- QPR User Management
- Users
  - Adding Users
- User Groups
  - Adding User Groups
- User Imports
  - NT User and Group Import
  - LDAP User and Group Import
- Acknowledgements
Search Central Installation
- Introduction
- Requirements
- Installation
- Configuration
- Upgrade
- Uninstallation
- Troubleshooting
Product Activation
- QPR Product Activation
- Activation Procedure