QPR Knowledge Base 2014.1

  • Contents
  • Index
  • Search
  • Welcome
  • Introduction to New Features
    • Summary
    • Modeling Client
      • Nested Modeling Support (305431, 305638)
      • Drawing Relation Connectors Automatically (305592)
      • Link Content from CMIS Compliant Repositories (305681)
      • Filtering in Navigator View (305527, 305646)
      • Process Explorer Replaced with Diagram Explorer (305671, 305424)
      • Modeling and Usability Improvements in Navigator (305117, 305617, 305618, 305118, 304998, 305703, 305706)
      • Copy-Paste Retains Relation Data (305690)
      • Miscellaneous Improvements
    • QPR Portal
      • Possibility to Copy Briefing Booklets (305697)
      • PDF Printing Support for Landscape Mode (305457)
      • Improvements to PowerPoint Export (305357, 305568)
      • Option for Generating Portal Reports as PDF (305651)
      • Improved Full Screen Browsing (305683)
      • Miscellaneous Improvements
    • Add-ons and Utilities
      • Language Support in QPR 2014.1 (305695, 305698)
      • Changes to Supported Environments (305442, 305498, 305423, 305743, 305598, 305830)
      • Search Central Improvements (305412, 305413)
      • Access QPR Web Services data with SSRS Extension (305583, 305571)
      • Add New Foundation Server Users via Generic SSO (305611)
      • Miscellaneous Improvements
  • Developer's Guide
    • Introduction
    • QPR API
      • The Object Model
        • QPR Modeling
          • PGApplication Commands
            • Authenticate
            • ConnectToServer
            • CreateFolder
            • CreateModel
            • Delete
            • FileOpenDialog
            • FileSaveDialog
            • GetErrorMessage
            • GetGroupInfo
            • GetObject
            • GetProperty
            • GetServerModels
            • GetUserId
            • GetUserInfo
            • GetUserName
            • OpenFileModel
            • OpenModel
            • OpenServerModel
            • Quit
            • SetUIMode
            • Sleep
            • WriteLog
          • PGModel Commands
            • AddValidationWarning
            • ChangeCurrentModelingLanguage
            • CloseModel
            • CreateBranch
            • CreateCopy
            • CreateElement
            • CreateInstance
            • DeleteElement
            • DeleteModel
            • ExecuteProcedure
            • ExecuteXMLTask
            • Find
            • GetActive
            • GetGraph
            • GetModelProperty
            • GetObjectRights
            • GetProperties
            • GetProperty
            • ImportElements
            • ImportElementType
            • ImportModel
            • ImportTypes
            • OptimizeRoute
            • RemoveValidationWarnings
            • ReplaceModel
            • SaveFileModelAs
            • SaveModel
            • SaveModelEx
            • SaveServerModelAs
            • SetModelProperty
            • SetObjectRights
            • SetProperty
        • QPR Metrics
          • SCApplication Commands
            • Authenticate
            • ConnectToServer
            • CreateModel
            • FileOpenDialog
            • FileSaveDialog
            • GetErrorMessage
            • GetGroupInfo
            • GetModels
            • GetObject
            • GetProperty
            • GetUserId
            • GetUserInfo
            • GetUserName
            • ImportModel
            • OpenModel
            • Quit
            • SetUIMode
            • Sleep
            • WriteLog
          • SCModel Commands
            • ApplyInheritanceProperties
            • AttachObject
            • CloseModel
            • CopyScorecard
            • CreateCopy
            • CreateCopyEX
            • CreateElement
            • CreateObject
            • CreateReferenceElement
            • CreateScorecard
            • DeleteElement
            • DeleteModel
            • DeleteObject
            • DetachObject
            • ExecuteIntegrationTask
            • ExportModel
            • Find
            • GetActive
            • GetClassRights
            • GetElementID
            • GetElements
            • GetFormula
            • GetGraph
            • GetModelProperty
            • GetObjectIdByName
            • GetObjectRights
            • GetProperties
            • GetPropertiesEx
            • GetProperty
            • GetScorecards
            • GetStatuses
            • GetTypes
            • GetTypeIdByName
            • GetValues
            • HasRights
            • MergeModel
            • Recalculate
            • RefreshDrillDown
            • RemoveClassRights
            • RemoveObjectRights
            • SaveAs
            • SetCalculation
            • SetClassRights
            • SetFormula
            • SetModelProperty
            • SetObjectRights
            • SetProperties
            • SetProperty
            • SetStatuses
            • SetValues
            • Supported Element Types
        • Common
          • Actions
            • Find
            • Create
            • CreateCopy
            • AddParent
            • RemoveParent
            • AddExternalParent
            • RemoveExternalParent
            • Delete
            • GetProperty
            • GetPropertiesEx
            • SetProperty
        • Return Values
      • Using QPR API with Microsoft Visual Studio
    • QPR Scripting
      • Script Header Settings
      • Running QPR Scripts
        • Security Level for Executing QPR Scripts
      • Example Scripts
        • Open Model and Get Measure Values
        • Create Model from Scratch
        • Change Persons in Charge for Certain Elements
        • Change Period Level
        • Change Series Symbols from "Actual" to "Act"
    • QPR Web Services Foundation
      • Configuration
      • Functions
        • FullID Syntax
        • AddReference
        • Authenticate
        • CreateCopy
        • CreateObject
        • DeleteObject
        • GetAttributeAsString
        • GetGraph
        • GetGraphAsStream
        • GetBinaryData
        • GetBinaryDataAsStream
        • GetPortalUrl
        • LogOff
        • QueryObjectsAsXml
        • QueryObjects
          • Query Syntax
            • UM Object Functions
            • PO Object Functions
            • PG Object Functions
            • SC Object Functions
            • Common Query Functions
            • Parameters and Options
            • Example Queries
        • RemoveReference
        • SetAccessLevel
        • SetAttribute
        • SetAttributes
        • SetBinaryData
        • SetSCMeasureValuesForMeasure
        • SetSCMeasureValuesForModel
        • Supported Attributes
        • Exception Handling
    • QPR Metrics Integration Kit
      • Supported Data Types in SQL Import
      • Integration Kit
    • QPR XML Integration
      • Integration Settings Files
        • Files and Directories
        • Integration Settings File Structure
          • [Integration Task] Section
          • [Parameters] Section
          • [Model Elements] Section
          • Element Type Sections
          • [Defaults] Section
        • Graphical Properties in QPR Modeling Client's XML Import
        • Graphical Properties in QPR Modeling Client's XML Export
        • User Rights in QPR Modeling Client's XML Export
        • Selection Criteria
        • Selecting the Import Method
      • QPR XML Format
        • Terminology
        • XML File Structure
          • XML IDs
        • Model XML Element
        • ModelInfo XML Element
        • ModelElementTypes XML Element
          • ModelElementType XML Element
          • ModelAttributeType XML Element
        • ModelElements XML Element
          • ModelElement XML Element
          • Attribute XML Element
        • Attribute Value Formats
          • Simple
          • List
          • Record
          • Link
          • LinkValue
          • Instance
          • LinkToInstance
      • QPR XML Schema
    • QPR Metrics E-mail Notification System
      • Requirements for the E-mail Notification System
      • Contents of the E-mail Notification Templates
        • Pre-defined Tags
      • Editing the Default Notification Templates
      • Default Notification Templates in QPR_Servers.ini
    • Customizing QPR Portal
      • QPR Portal Graphics
      • Using Customized Portal Login Pages
      • Customizing the Appearance of the QPR Modeling Web Client
      • Customizing the Appearance of the QPR Metrics Web Client
        • Customizing the Element View
        • Customizing the Navigator View
      • Adding Metrics Link Settings into the View Settings Dialog in the QPR Modeling Web Client
      • Cascading Style Sheets
      • Naming Convention of the Action Template Files
      • Customizing QPR Portal Action Notification Templates
      • Customizing QPR Portal Hierarchy Views
      • Customizing Action Types for QPR Portal
        • Enabling Customized Action Types in View Filter Designer View
      • Miscellaneous Content
      • Group-specific Customizations
      • More Detailed Access Control Customization
      • Importing Customizations to a New QPR Version
      • Customizing Briefing Booklets
        • A Briefing Booklet Template
        • A Booklet Page Template
        • A TOC Template
        • A Template of an E-mail Notification Message
      • Defining Workflows
    • Customizing Static Web Pages Exported by QPR ProcessGuide
      • Overview
        • What are Web Templates?
        • What are Replace Tags?
      • Example Layouts Provided by QPR Modeling Client
        • Frames Web Layout
        • No Frames Web Layout
        • Basic Web Layout
      • Custom Web Layouts
        • Using Custom Templates
        • Custom Replace Tags
          • Include Replace Tag
          • ForEach Replacement Tag
          • Parameter Replace Tag
        • Adding Headers and Footers
          • Simple Example of a Header
          • Example of a Header with Text Parameter
          • Example of a Header with Replace Tags as Parameters
        • Example on Creating a Highly Simplified Layout
      • Topics for Advanced Custom Web Page Designers
        • Toolbar
          • Editing Default Toolbar
          • A Custom Toolbar
          • Toolbar Item Configuration File
          • Toolbar Item Types
        • Multi-purpose Replace Tags
          • ViewURL
          • ModelProperty
          • ProcessLevelLocator
          • ObjectProperty
    • Customizing Terminology in QPR Applications
    • Customizing Element Symbols in QPR Modeling Client Using XML
    • QPR Database Description
      • Overview
      • Databases
        • QPR UMS Database Tables
        • QPR Metrics Database Tables
        • QPR Modeling Database Tables
    • Appendices
      • Appendix A: Example Scripts
      • Appendix B: QPR Portal Web Templates
      • Appendix C: Customizing Default Views for Static QPR Modeling Client Web Publishing
    • References
  • Configuration Instructions
    • QPR Configuration Manager
      • Common Settings
      • Database Operations
      • Server Locations
      • Server Log Settings
      • Service Operations
      • System Migration
      • Versions
      • QPR Foundation Server Settings
      • LDAP Settings
      • QPR Metrics Server Settings
      • QPR BizArchitecture Server Settings
      • QPR Web Application Server Settings
      • QPR Portal Plugin Settings
      • QPR Modeling Plugin Settings
      • QPR Metrics Plugin Settings
  • Administrator's Guide
    • Introduction
    • System Architecture
      • Multiple QPR Systems on a Single Machine
    • QPR Product Activation
      • Activating the Software
        • Automatic Activation via Web
        • Manual Activation via Email
        • Silent Product Activation
        • Installation and QPR_Shared.ini File
      • Evaluating the Software
      • QPR License Policy
        • Transient Licenses
        • Transient Product Activation
        • License Types
        • License Usage Report
    • Activation Procedure
    • Installing QPR Metrics Integration Kit
    • Configuring QPR Installation
      • QPR Configuration Manager
        • Common Settings
        • Database Operations
        • Server Locations
        • Server Log Settings
        • Service Operations
        • System Migration
        • Versions
        • QPR Foundation Server Settings
        • LDAP Settings
        • QPR Metrics Server Settings
        • QPR BizArchitecture Server Settings
        • QPR Web Application Server Settings
        • QPR Portal Plugin Settings
        • QPR Modeling Plugin Settings
        • QPR Metrics Plugin Settings
      • Web Server Configuration
        • Automatic Installation of the Adobe SVG Viewer Plug-in
        • Support for Multiple QPR Web Application Servers
        • Error Message Customization
    • User Management & Security
      • Logging into the User Management System
      • User Rights for the User Management Client
      • Defining Users and Groups
      • NT & LDAP User & Group Import
      • Authentication Methods
        • NT & LDAP Authentication
          • With Synchronized NT/LDAP Group Management
          • With "UMS only" Group Management
        • Using Single Sign-On with QPR Products
      • LDAP Configuration Settings
        • LDAP Configuration Settings in "QPR_Servers.ini" File
        • Steps for Creating a New LDAP Setup
        • Example of Configuring Connection to Windows Active Directory LDAP
        • Example of Configuring Connection to Lotus Domino Directory
    • Web Publishing
      • Dynamic Web Application Server
      • Static Web Publishing
        • Static Web Publishing with QPR Modeling Client
    • Maintenance
      • Modeling Phase Routines
        • Daily Routines
        • Weekly Routines
        • Monthly Routines
      • Steady Phase Routines
        • Daily Routines
        • Weekly Routines
        • Monthly Routines
        • Quarterly Routines
      • Startup Phase Routines
        • Daily Routines
        • Weekly Routines
        • Monthly Routines
      • Notes & Limitations
      • Troubleshooting
    • Appendices
      • Appendix A: QPR .ini Files
      • Appendix B: Windows Registry Usage
      • Appendix C: Running Multiple Versions Simultaneously
      • Appendix D: QPRSettings.dat File
      • Appendix E: Changing Web Server
      • Appendix F: Audit Logs and User Audit Logs
        • Audit Logs
          • Audit Log for QPR Metrics
          • Audit Log for QPR Modeling Client
        • User Audit Logs
          • User Audit Log for QPR Metrics Server
          • User Audit Log for QPR Web Application Server
          • User Audit Log for QPR BizArchitecture Server
          • User Audit Log for QPR Foundation Server
      • Appendix G: QPR Transfertool Command Line Parameters
    • 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
      • Installing the Clients package
      • Installing the Servers package
      • Service Installation
      • Configuration Suggestions
      • Silent and Customized Installations
        • Typical Silent Installation
        • Customized Installation
      • Installing QPR FactView
      • Maintenance Release Upgrade
      • Migrating to QPR 2014.1
        • Transferring QPR Portal Customizations to a New Version
        • New Features in QPR Products
      • Modify
      • Uninstallation
    • Configuration
      • Web Server
      • QPR Web Services Foundation
    • Starting
    • Troubleshooting
    • Appendices
      • Appendix A - System Requirements & Recommendations
        • Hardware Recommendations
        • Supported Databases
        • Supported Operating Systems
        • Supported Web Servers
          • CGI/ISAPI Installation and Configuration
            • Requirements
            • Installation
            • Configuration
        • Supported Web Browsers
        • Other Requirements
      • Appendix B - Database Installation
      • Appendix C - Web Server Configuration
      • Appendix D - QPR Web Services Foundation Configuration
      • Appendix E - Preparations for a System Installation
        • Verify that You Have the Latest Version
        • Pre-installation Checklist
          • Resources and User Rights
          • Web Server
          • User Directory
          • Hardware
          • Software
          • What to Install?
        • System Validation Checklist
      • Appendix F - PDF Printer
  • AfMO User's Guide
    • Introduction
      • Functionality in Brief
    • Starting QPR Add-In for Microsoft Office
      • Starting
      • Configuring
    • Designing a Report
      • Fields
      • Graphs
      • Tables
        • Values
        • Sub-elements
        • Related actions
        • Customized Table
      • Loops
      • Custom Tags
      • Report Parameters
      • Using the Tag Editor
      • Previewing the Document
      • Publishing the Document
      • Notes and Limitations
    • 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
        • Detail View for External Models
        • Detail View for Process Steps
        • Detail View for Stores
        • Detail View for Groups
        • Detail View for Resources
        • Detail View for Notes
        • Detail View for Information Items
      • 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
        • Layout Templates Window
        • Graph Settings Window
        • Overview of Periods in Element View
        • All Values 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
        • Comment or Lesson
        • Action Plan
        • Document
        • Risk
        • Strategy Item
    • 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
      • Starting QPR Portal and Login
      • Opening QPR Metrics and QPR Modeling Client Models
      • Exploring the Contents of QPR Portal
      • What's New
      • My Responsibilities
    • Modifying Values and Creating Actions
      • Modfying the Actual Values of a Measure
      • Creating an Action Plan for an Element
      • Creating a New Alert for an Element
    • Search
      • Search for All Elements Containing the Text 'Logistics'
      • Quick Search for All Elements Containing the text 'Processes'
    • Customizing Your Personal Settings
      • Modifying Your Personal Profile
      • Setting Qpr.com as Your Home Page
      • Bookmarking Your Favorite Views of QPR Portal
      • Arranging the Bookmarks and Creating a Separator
    • Views
      • Utilizing Pre-created Views
      • Sorting Data in Views
    • Briefing Booklets
      • Collecting Views to Your Basket
      • Collecting Indicators to Your Basket
      • Creating a Briefing Booklet
      • Creating Pages for the Briefing Booklet
      • Creating Text Items to Describe Collected Briefing Items
      • Designing the Last Briefing Page by Adding Briefing Items on It
      • Selecting Recipients for the Briefing Booklet
      • Selecting the Posting Interval for the Briefing Booklet Notification
    • View Designer
      • Customizing Views
      • Applying a Filter to a View
      • Creating a Customized Action Discussion View
    • Utilizing QPR Portal in Third Party Systems
      • Using Bookmarks
      • Using Direct Links
      • Export to Excel
      • Export to PowerPoint
    • 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
      • Flow Objects
        • Events
          • Attached Events
        • Activities
        • Gateways
      • Connecting Objects
        • Sequence Flow
        • Message Flow
        • Association
      • Swimlanes
        • Pool
        • Lane
      • Artifacts
        • Data Object
        • Group
        • Text Annotation
      • Supporting Elements and Types
        • Message
        • Participant
        • Process
        • Other Supporting Types
    • 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
        • Corporate Model Structure
        • Storing in File or Server
        • Differences in Usage
          • Saving
          • Off-line Model Editing
          • Retrieving from File or Server
          • Other Actions
        • Model Templates
    • 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
        • Navigator View Settings
        • Diagram Hierarchy
        • Organization Hierarchy
        • Notes Hierarchy
        • Resource Groups
        • Resource Pools
        • Information Hierarchy
        • Custom Element Hierarchy
        • Elements as List
        • SharePoint Hierarchy
        • Model Comparison
        • Duplicate Element Management
        • View Filter
    • 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
        • QPR BizArchitecture Server Models
        • File Models
        • Web Publishing User Rights
        • User Management
      • 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
        • Simulation Options
        • Simulation Options Dialog
        • Simulation Properties
          • Simulation Properties for Model Elements
          • Simulation Properties for a Process Step
          • Simulation Properties for a Store
          • Simulation Properties for a Flow
        • Distributions
        • Simulation-related Properties for Resources
      • Running a Simulation
        • Simulation Options Dialog Box
          • General Page
          • Reports Page
        • Diagram Animation During Simulation
        • Events During the Simulation
          • Activation
          • Event
      • Analyzing Simulation Results
        • Simulation Graph
        • Generation of Simulation Reports
        • Select Resources to Simulation Graph Dialog
    • Web Publishing
      • HTML Export
      • Dynamic Web Publishing
      • Web Publishing Options
        • Web Styles Dialog
        • Web Styles Dialog - Global Styles
        • HTML Export Options
        • Web Style Dialog for Elements
        • Zoom Sizes Dialog
        • Add or Edit a Zoom Size
        • Web Style Dialog
      • 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
        • Linked Information
        • Embedded Information
        • Information Parameters
      • XML Export
      • XML Import
      • Link QPR Modeling Client and QPR Metrics Models
        • Linking QPR Modeling Client and QPR Metrics
        • QPR Metrics Link Properties Dialog
        • QPR Metrics Link Dialog
    • 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
      • Basic Operations
      • Adding Elements to a Model
      • Creating Flows
    • Hierarchical Modeling
      • Creating a Subprocess
      • Combining Subprocesses
      • Using Instances
    • Linking External Information
      • Information Items
      • Using External Models
      • Linking QPR Modeling Client with Microsoft Office SharePoint
    • Defining the Modeling Notation
      • Creating New Element Types
      • Editing the Graphical Properties of an Element
      • Changing the Modeling Direction of a Diagram
      • Changing a Flow's Style
    • View Settings
      • Creating and Modifying the View Settings
      • Hiding Flows on the Main Diagram
    • User Management System
      • Adding Users and Defining User Rights
      • Defining Access to Model Elements
      • Connecting Users to Resources and Organization Items
    • Publishing the Model
      • Setting the Web Publishing Options
      • Exporting Web Pages
      • Printing
      • Using the Presentation View
    • Advanced Modeling Options
      • Defining Languages for Multilingual Modeling and Translating the Model Name
      • Creating a Custom Element Type
      • Creating a Template for the Modeling Options of a Model
    • 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
      • Creating a Resource to the Model
      • Defining the Ownership of a Process Step
      • Enter the Simulation Properties to a Process Step and a Flow in the Model
      • Set the Subprocess Calculation Method for a Measure in the Simulation
      • Running the Simulation and Studying the Simulation Results
      • Measures and Analysis
        • Formatting the Spreadsheet and Importing Processing Time Values Into It
        • Calculating the Average Processing Times of the Simulation
        • Viewing the Different Graphs of the Simulation and Saving the Views
    • Importing and Exporting External Data
      • XML Export and Import
  • Metrics User's Guide
    • QPR Metrics
    • Introduction
      • End User Software License Agreement
      • What is QPR Metrics?
      • What is Balanced Scorecard?
      • What is New in QPR Metrics 2014.1?
      • How to Use This Guide?
    • Starting QPR Metrics
      • Things to Note Before Starting
      • Starting
    • Using QPR Metrics
      • Alerts
        • E-mail Notification System
        • E-mail Notification
      • Base Scorecards
        • Using Base Scorecards
      • Elements
        • Top Element
        • Element Hierarchy
        • Copies/References Window
        • Delete Model Elements
        • Formatting Scorecard and Element Names and Descriptions
        • Set Rights to Objects and Branches
        • Calculate the Correlation Factor
        • Examples of Correlation Factor Calculations
        • Compilation Elements
        • Element Properties
          • Open the Element Properties Window
          • Element Properties Window
          • General Tab
          • Series Tab
          • Values Tab
          • Drill Down Tab
          • Graph Tab
            • Graph Layout Window
            • Indicator Configuration Window
            • Apply Template Window
            • Save to Template Window
            • Template Dialog
            • Configure Chart Period Window
            • Select Layout Template for Copying
            • Delete Layout Templates
            • Rename Layout Templates
          • Replica Element Tab
        • Import Element Values
          • OLAP Import
          • OLAP Mass Import
            • Connection Parameters Window
          • SQL Import
          • SQL Mass Import
        • Linked Elements
          • Linked Elements Window
          • Working with Linked Elements
        • Sub-elements
          • Defining Data for Sub-elements
      • Element Types
        • Element Type Window
        • Role Dialog
        • Create Element Types
        • Copy Element Types
        • Delete Element Types
        • Edit Element Types
        • Create a New Linked Element Type
        • Delete Linked Element Types
        • Edit Linked Element Types
      • Formulas
        • Calculation
        • Built-in Functions
        • Constants
        • Value References in Expressions
        • Operators
        • Wildcards
        • Formula Window
        • Error Handling
        • How Formulas Work in Practice
        • Formula Examples
      • Information Items
        • Information Items Window
        • Information Item Window
        • Create a New Information Item
      • Measurement Units
        • Unit Properties Window
        • Default Values for Units
        • Remove Units
      • Models
        • Open and Close a Model
        • Working with Many Models
        • Copy a Model
        • Delete a Model
        • Edit the Model Structure
        • Evaluate a Model
        • Importing Models from Another Server
        • Importing and Exporting a Model
        • Settings Tab of the Remote Model Import
        • Scheduling Tab of the Remote Model Import
        • Model Templates
        • Model Properties
      • Other Issues
        • Reports
        • Change QPR Password Window
        • Recalculate Values for Selected Periods
        • Import Data
        • Schedule SQL and OLAP Import
      • Periods
        • Periods Window
        • Period Wizard
        • Latest Period
        • Working with Period Levels
        • Periodic Accumulation
      • Pop-up Menus
        • Model Navigator Pop-up Menu
        • Hierarchy Views Pop-up Menu
        • Element Pop-up Menu of the Scorecard Navigator
        • Dashboards Pop-up Menu
        • Element Pop-up Menu of the Hierarchy Views
        • Element Pop-up Menu of the Dashboards
        • View Menu of the Hierarchy View
      • Ranges
        • Range Properties Window
        • Using Range Values
        • Use Series and Ranges and Value Settings
      • Scorecards
        • Scorecard Properties Window
        • Duplicate Scorecards
        • Scorecard Explorer
          • Model Navigator Frame and Tool Palette
          • Scorecard Explorer Window
          • Hierarchy Views
            • Working with Elements in the Hierarchy Views
            • Background Picture Properties Window
            • Opening Other Windows from the Hierarchy Views
          • Dashboards
            • Working with the Dashboards
            • Period Selector
            • Select Element Types Window
            • Background Picture Properties Window
            • Select View for Copying Window
          • Scorecard Navigator
            • Working with Elements in the Scorecard Navigator
      • Series
        • Working with Series
        • Default Series
        • Use Series and Ranges and Value Settings
      • Shapes
        • Using Shapes
        • Shape Type Window
      • Status Control
        • Status Options Window
        • Working with Status Options
      • User Rights
        • User Properties Window
        • User Management Examples
        • Checking User Rights
        • Report Specific Rights
        • User Rights to Other Modeling Items
      • Ribbon
        • Application Menu
          • Connect to Server
          • Change QPR Password Window
          • Options Window
            • Server Connections Window
            • Server Properties Window
            • Spelling Options Window
          • Create New Model
          • Open and Close Model
          • Save Model with a New Name
          • Merge Models
          • Replace Model
          • Model Properties
          • Delete Model
          • Export Model
          • Import Model
        • Home Tab
          • Cut
          • Copy
          • Paste
          • Paste Special
          • Paste as Reference
          • Delete
          • Rename
          • User Rights Window
          • Run Scripts
          • Highlight Calculation Errors
        • View Tab
          • Scorecard Explorer Window
          • Report Navigator Window
          • Integration View Window
          • Arranging Windows and Icons
        • Model Tab
          • Value Settings Window
          • Periods Window
          • Measurement Units Window
          • Modeling Options Window
          • Layout Templates Window
          • Status Options Window
          • Alert View Window
        • Insert Tab
          • Create a New Scorecard
          • Create References
          • Create a New Information Item
          • Create a New Element
          • Create Linked Elements
        • Help Tab
        • Working Area
        • Status Bar
    • Customizing QPR Metrics
      • Chart Properties
        • Chart Properties Window
        • Having Two Series Visible Simultaneously in the Chart
        • General Tab of the Chart Properties
          • General Tab of the Chart Properties (Pie Chart)
          • General Tab of the Chart Properties (Radar Chart)
          • General Tab of the Chart Properties (Heat Map Chart)
          • General Tab of the Chart Properties (Gantt Chart)
          • Select Series Window
          • Color Scheme Window
          • General Tab of the Series Settings Window
          • Marks Tab of the Series Settings Window
          • Benchmarking Tab of the Series Settings Window
          • General Tab of the Gantt Step Window
          • Marks Tab of the Gantt Step Window
          • Benchmarking Tab of the Gantt Step Window
        • Axes Tab of the Chart Properties
        • Title Tab of the Chart Properties
        • Chart Area Tab of the Chart Properties
        • Grid Tab of the Chart Properties
        • Legend Tab of the Chart Properties
      • Color Window
      • Color Editor
      • Pick Color Theme Window
      • Configuring the Hierarchy Views
      • Configuring the Dashboards View
      • Font Window
      • Options Window
      • Graphics Settings
      • Grid Properties
      • Symbol Layout Window
      • Layout Item Properties Window
        • Text Tab
        • General Tab
        • Link Tab
        • Alignment Tab
        • Size Tab
        • Shape Tab
        • Colors Tab
        • Visibility Tab
      • Indicator Configuration Window
      • Web Publishing Options
    • Security
      • Centralized Data Storage
      • Moving Confidential Data
      • User Administration
      • Information Items
      • Database Security
      • Data Transfer Between Components
    • 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
      • Creating a New Model
      • Adding Elements to a Model
      • Changing the Measurement Settings for an Element
      • Editing Measure Values
      • Using Formulas
    • Scorecard Hierarchy
      • Create Lower Level Scorecards by Copying Higher Ones
      • Create Reference Measures from Lower Level Scorecards
      • Apply Roles of a Measure to Linked Scorecards
    • Graphical Representation of Model Data
      • Open the Hierarchy View and Arrange the Elements
      • Creating a Graph Template and Applying it to Measures
      • Mapping Relationships Between Measures and Strategies
      • Modify the Symbol Layout of the Elements
      • Use Free Linking Between Views
      • Create a Custom Shape for Notes and Add a Note to the Model
      • Create a Shape Type for Images and Add Images to Hierarchy View
    • Using Information Items
      • Creating Information Items
    • Modeling Options
      • Creating Element Types
      • Creating New Value Settings
      • Creating Periods
      • Creating Measurement Units
      • Defining a Vision and Strategies for a Company
    • User Management System
      • Add a User and Give User Rights
      • Setting Alerts
      • Defining Responsibilities
    • Publishing the Model on the Web
    • Formulas in Depth
      • Define the Accumulation Formula for a Strategic Objective
      • Using Wildcards in an Accumulation Formula
      • Use the QPR Metrics User's Guide to Fetch a Function to the Model
      • Use Range Values in Formulas
    • 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
      • References Inside a Model
      • Replica Elements
      • Remote Models
    • Importing Data
      • Importing Data from an Excel Sheet with Mass Import
  • UMS User's Guide
    • QPR User Management
      • QPR User Management
      • Deleting Users and User Groups
      • Configuration and Settings
    • 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
      • Activating the Software
        • Automatic Activation via Web
        • Manual Activation via Email
        • Silent Product Activation
        • Installation and QPR_Shared.ini File
      • Evaluating the Software
      • QPR License Policy
        • Transient Licenses
        • Transient Product Activation
        • License Types
        • License Usage Report
    • Activation Procedure

© 2014 QPR Software, Plc.