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.