• The Hopex Desktop
  • Accessing Hopex
    • Activating your Hopex Account
    • Logging in to Hopex
    • Switching Profile
    • Resetting your Password
  • Interface Presentation
    • The Hopex Desktops
      • Toolbar
      • Navigation bar
      • Breadcrumb
      • Edit Area
    • Homepage
      • Accessing the homepage
      • Homepage description
    • Interface Elements
      • Navigation menus
      • Browse area
      • Edit area
      • Main menu
  • Working in Hopex
    • Workspace Types and Updates
      • What is your workspace type?
      • Public workspace
      • Private workspace
      • Read-only workspace
    • Saving your Work
      • Saving your work (public workspace)
      • Saving your work (private workspace)
    • Viewer and Contributor Type Profiles
      • Viewer type profile
      • Contributor type profile
    • Customizing your Personal Parameters
      • Modifying your password
      • Modifying your avatar
    • Resetting your Desktop Customizations
    • Setting a Current Library
    • Consulting your Licenses
  • Customizing your Hopex Desktop
    • Modifying Your Data Language
    • Modifying the Language of your Desktop
    • Customizing your Dashboard
      • Accessing the dashboard
      • Adding a dashboard to your desktop
      • Adding a widget to your dashboard
      • Displaying a widget in full page
      • Expanding/Collapsing a widget window
      • Updating the widget content
      • Deleting a widget
    • Accessing your options
  • Extending the Visibility (Metamodel or Advanced Features)
    • Introduction to Hopex Metamodel Access
    • Displaying Advanced UI
    • Displaying the Repository Activity
    • Displaying Administration Properties and Links
    • Accessing the Technical Metamodel
      • Displaying the technical metamodel
      • View abstract MetaClasses
      • Accessing links details
      • Modifying the definition of path of MetaAssociation
  • Lists and Trees
    • Handling Lists
      • Defining the columns to display
      • Modifying the column width
      • Modifying the column order
      • Resetting the column order
      • Resetting column configuration
      • Grouping data by field
      • Freezing a column
      • Mass modification of the data in a list
    • Handling Trees
      • Expanding/Collapsing a tree by one level
      • Searching for objects in a tree
      • Action on a folder of a tree
  • Common Actions on Objects
    • Actions on a List of Objects
      • Creating an object from a list
      • Filtering data from a list
    • Actions on Several Objects in a List
    • Actions on an Object in a List
      • Actions on an object using the menu bar of a list
      • Actions on an object from the Local Name of a list
      • Object pop-up menu
    • Actions on an Object in a Tree
      • Actions on the row of an object
      • Object pop-up menu
    • Actions on an Object in a Diagram
• Search
  • Introduction to Searches
    • Search Types
    • Using the Search Tool to Connect Objects
      • Connecting an object
      • Choosing the object selection mode
  • Full-text Search
    • Performing a Simple Full-Text Search
    • Selecting Object Types for your Search
    • Performing an Extended Full-Text Search
    • Filters
  • Advanced Search
    • Advanced Search Tool Introduction
      • Advanced search tool description
      • Accessing advanced search
    • Advanced Search Options
      • Displaying the technical metamodel
      • Expanding the advanced search to the abstract metamodel
      • Extending the advanced search to administration and/or translation attributes
      • Defining the condition combination rules
      • Using the NearMatch search
    • Quick search
    • Search in Wizard mode
    • Search with a Registered Query
    • Search in ERQL mode
      • Performing an advanced search in ERQL mode
      • Performing an advanced search in ERQL Mode with the wizard mode
      • Saving an ERQL query
• Diagrams
  • Diagram Creation and Edition
    • Introduction to Diagrams
    • Diagram Creation
      • Creating a Diagram (property pages)
      • Creating a Diagram (list)
      • Creating a Diagram (tree)
    • Handling Diagrams
      • Accessing an Object Diagrams
        • Accessing the diagrams of an object (property pages)
        • Accessing an object diagrams (list)
        • Accessing an object diagrams (tree)
        • Accessing a diagram from another diagram
        • Modifying the display order of diagrams
      • Opening a Diagram
        • Opening a diagram describing the object
        • Opening a diagram containing the object
        • Filtering the list of diagrams
      • Adding a Diagram to the Favorites
      • Navigating through a Diagram in Edit or View Mode
      • Deleting a Diagram
    • Editing Diagrams
      • Accessing Diagram Edition
        • Open a diagram in edit mode
        • Switching from view mode to edit mode
        • Editing a diagram in a new tab
      • Diagram Edition Tools
        • Diagram toolbar (top)
        • Element arrangement bar (top center)
        • Diagram edit bar (left)
        • Diagram insert bar (left)
        • Editing tools for the diagram text (Aspect tab)
        • Editing tools for the diagram shapes (Aspect tab)
      • Keyboard Shortcuts
    • Diagrams in Tabular Entry Mode
      • Access to Tabular Mode
      • General Display of Tabular Entry Mode
        • Title banner
        • Tabs
        • Action buttons
        • Table
        • Diagram preview
      • Tabular Mode Actions
        • Creating an Object
        • Create several objects of the same type
        • Deleting an object
        • Create participants (BPMN diagrams only)
        • Creating sequences (BPMN diagrams only)
        • Add org-units (Organizational Chart only)
      • Tabular Mode Options
        • Configuring the diagram default opening mode
        • Modifying the edition mode of a diagram
        • Modifying the default diagram opening mode
        • Advanced configuration
      • Tabular Mode Limits
    • Sketches
      • Sketching with Hopex
      • Drawing a Sketch with Hopex
        • Creating a new sketch
        • Creating a sketching diagram from an Enterprise Architecture object
        • Inserting an image in a sketching diagram
        • Modifying the position of a sketching item name
        • Modifying the shape of a sketching item
        • Connecting a sketching item with a repository object
        • Importing diagrams in a Sketching diagram
  • Diagram Elements
    • Objects in a Diagram
      • Adding Objects to a Diagram
        • The object multi-add box
        • Adding an object by drag & drop
        • Adding objects with the diagram insert bar
        • Adding several objects with the diagram insert bar
        • Adding an object from an object contained in the diagram
        • Inserting an object in a sequence flow
      • Handling Links Between Objects
        • Creating links
        • Shifting the attachment point of a link
        • Changing the target of a link
        • Modifying a link appearance
        • Moving a link text
      • Removing and Deleting an Object from a Diagram
        • Deleting an object from the diagram and from the repository
        • Removing an object from a diagram
        • Updating diagram objects
      • Object Status Indicators
      • Modifying the Shape of an Object
        • Modifying an object shape
        • Modifying the shape set
        • Modifying the content displayed on an object shape
        • Customizing the object graphical shape (color, position)
        • Modifying the text characteristics of an object shape
        • Updating the text of shapes
        • Modifying the position of the text field of an object
      • Using Pools: Improving Graphical Presentation
        • Creating a pool
        • Adding a participant to a pool
        • Adding a participant next to another participant
        • Adding an assignment to a participant
        • Modifying the order of participants in a pool
        • Removing a Participant from a pool
        • Deleting a Participant from a pool
        • Globally modifying the size of Participants of a pool
        • Modifying the size of a single Participant of a pool
      • Configuring the Object Types (Views) and Details of a Diagram
    • Texts in a Diagram
      • Inserting a Text in a Diagram
        • Creating a text
        • Modifying a Text
        • Modifying the text style
        • Displaying a text vertically
      • Inserting a Field in a Diagram
      • Inserting a Note in a Diagram
        • Adding a note to an object of the diagram
        • Adding a note to one or several objects of the diagram
      • Inserting a Title or a Title Block
        • Adding a title to a diagram
        • Adding a title block to a diagram
      • Adding an External Reference to a Diagram
    • Graphic Elements
      • Creating Graphic Objects
      • Cut, Copy, Paste
      • Modifying a Shape Fill
        • Defining a shape color
        • Defining a color gradient or a pattern to a shape
        • Managing transparency
      • Modifying a Shape Border
    • Lines in a Diagram
      • Drawing Lines
        • Tracing a line
        • Creating a joint
        • Deleting a joint
        • Delete all joints
      • Moving Line Segments
      • Moving Lines
      • Connecting a Line to an Element
      • Centering Attachment Points
      • Reversing the Angle Position of an Orthogonal Line
      • Modifying a line style
      • Configuring Bridges
        • Parameterizing the default appearance of bridges
        • Modifying the appearance of bridges in a diagram
  • Working with Diagrams
    • Element Handling
      • Adding Space between Elements
        • Moving a set of elements horizontally
        • Moving a set of elements vertically
      • Selecting Elements
        • Selecting an element
        • Selecting several elements one by one
        • Selecting all elements
        • Selecting all of the elements of an area
      • Moving Elements
        • Moving elements
        • Moving nested elements
        • Moving elements outside the display area
        • Moving elements outside the diagram area
      • Ordering Elements
        • Sending a graphic object behind an element
        • Bringing an element to front
        • Sending an element back
      • Aligning Elements
        • Using smart guides
        • Aligning elements included in an area
        • Aligning elements selected one by one
        • Aligning elements on grid
      • Distributing Elements Equally
      • Resizing Elements in a Diagram
        • Resizing Drawing Objects
        • Resizing with proportions
        • Resizing with comparison to another element size
      • Using the Grid
        • Showing the grid
        • Activating the grid
        • Configuring the grid display
    • Diagram Handling
      • Opening a Diagram in Edit Mode
        • Zooming
        • Moving a diagram
      • Handling a Diagram Preview
        • Zooming in a diagram preview
        • Diagram preview toolbar
        • Using the pie menu in a diagram preview
      • Displaying Diagram Thumbnail in a Diagram
        • Displaying the diagram describing the object as a thumbnail
        • Launching the exploded diagram report
      • Defining the Diagram Layout
        • Defining the layout settings
        • Layout limitations
      • Printing a Diagram
      • Exporting Diagrams to PowerPoint
    • Comparing Diagrams
      • Diagram Comparison
      • Comparing a Diagram
      • Modifying the Comparison Display
• Objects and Data
  • Objects
    • Object Properties
      • Accessing Object Properties
        • Displaying an object properties (list or tree)
        • Displaying an object properties (Diagram)
        • Displaying an object properties (report)
        • Displaying an object properties in a new tab
      • Property Page: Overview
        • Description
        • Changing content
        • Resetting to default content
        • Opening the content in a new tab
      • Card of an Object
        • Card of an object (list)
        • Card of an object (property pages)
      • Handling Object Property Pages
        • Handling pages
        • Showing/Hiding pages
        • Showing/Hiding sections
    • Property page customization
      • Property Page Customization Principle
      • Customizing an Object Property Page
      • Creating an Attribute
      • Managing Attributes and Sections
        • Reorganizing attributes and sections
        • Removing an attribute
        • Modifying an attribute
        • Removing a section
        • Rename a section
        • Handling sections
      • Managing your Page
        • Dispatching your page
        • Managing a draft
      • Creating a Property Page
      • Deleting a Custom Property Page
    • Object description
      • Entering Object Description
      • Text formatting
      • Inserting Object Names in the Description
    • Object Handling
      • Deleting or Removing an Object
        • Removing Objects
        • Deleting an object
      • Connecting Objects
      • Undoing or Redoing Actions on Objects
        • Undoing/Redoing an action
        • Undoing/Redoing several actions
      • Duplicating Objects
        • Duplicated object naming
        • Duplication strategy choice
        • Duplicating in another library
        • Duplicated object names in a multilingual environment
    • Favorites
      • Adding Objects to Favorites
        • Adding an object to favorites
        • Adding several objects of a list to favorites
        • Mass adding objects to favorites
      • Accessing Favorites
      • Organizing your Favorites
        • Creating a sub-folder of favorites
        • Classifying a favorite in a sub-folder
      • Removing an Object from Favorites
    • Object History
      • Accessing the History of Viewed Objects
      • Accessing the History of an Object
    • Object Naming
      • Object Name Restrictions
        • Length
        • Allowed characters
        • Limitation
      • Name of an Object (Local/Short or Long)
    • Hopex in a Multilingual Context
      • Managing the Data Language
        • Defining the available languages
        • Modifying the data language
      • Entering Data in Several Languages
        • Prerequisites to the manual translation of data
        • Object characteristics in the target language
        • Object Description in the target language
        • Multilingualism and duplicated object names
      • Viewing Untranslated Objects
      • Using Automatic Translation for Data
        • Prerequisites for the use of automatic translation
        • Introduction to the automatic translation of data
        • Using interactive automatic translation of an object
        • Using the incremental automatic translation batch
    • Object Variations
      • Activating Variations
      • Creating a Variation of an Object
      • Variation Modeling Rules
      • Variation Inheritance
        • Viewing inherited elements
        • Replacing an element with another: substitution
        • Excluding an element from the variant
        • Restoring elements
        • Viewing variations and substitutions graphically
        • Inheritance limits
        • Consolidating the variants history
      • Finding the Variations of an Object
      • Variation Reports
    • Object Versions
      • Creating Object Versions
      • Accessing Object Versions
  • Enterprises and libraries
    • About Containers
      • Introduction to Building Blocks and Their Container
      • Defining the Scope of a Container
        • Defining the object owned by a container
        • Importing other objects in a container
      • Analyzing Container Dependency Errors
        • Creating an analysis report for container dependency errors
        • Report description
    • Using Libraries
      • Creating a Library
      • Exporting Library Content
    • Using Enterprises
      • Creating an enterprise
      • Linking an enterprise to a library
  • Data Exchange with Excel
    • Introduction
    • Exporting Data via Excel
      • Introduction
      • Accessing the Excel Export Wizard
      • Using an export template
        • Export using an Excel template
        • Choosing the objects to export
        • Choosing the Export Mode
      • Exporting a List of Objects to Excel
    • Importing data via Excel
      • Introduction
      • Downloading an Excel Template
      • Using the Excel import wizard
        • Accessing the Excel import wizard
        • Choosing the Import Mode
      • Excel import report
        • Accessing the import report
        • Error report presentation
    • Excel Template Builder
      • Launching the Template Builder
      • Managing an Excel Template
        • Selecting the Excel template to edit
        • Finishing the Template Edition
        • Export from this template
      • Specifying a worksheet with the template builder
        • Excel Template Builder interface
        • Managing the Excel Template Worksheets
        • Configuring an Excel Template Worksheets
    • Data Processed by the Excel Import/Export Wizard
      • Product view
      • Managing non-modifiable data
      • Managing multiple relationships
      • Updating the cell content
    • Advanced Options and Settings of Excel Wizards
      • Options for the use of Excel import/export
        • Options for Excel import/export access
        • Date format
      • Advanced Settings of the Excel Template Builder
        • Advanced settings of the template
        • Advanced settings of the worksheet
        • Column advanced settings
• Documentation
  • Generating Documentation
    • Introduction to Documentation
      • Documentation Tools
      • Generated Documents
      • Report Structure
        • Parameters
        • Chapters
      • Report Renderer Types
    • Generating Reports
      • Accessing Reports
        • Accessing a report
        • Adding filters
        • Removing a filter
        • Accessing your reports
        • Accessing embedded reports in an object
        • Accessing the reports embedded in your dashboard
      • Creating a Report
        • Adding filters
    • Managing Report DataSets
      • Introduction to Report DataSets
        • Report DataSet
        • Report DataSet Definition
        • Accessing Report DataSets
        • Accessing a Report DataSet properties
        • Properties of a Report DataSet
      • Creating a Report DataSet
      • Configuring and Using a Report DataSet
        • Sharing a Report DataSet
        • Updating Report DataSet data
        • Hiding Report DataSet column display
        • Restricting the display of Report DataSet rows (display only specified data)
        • Exporting a Report DataSet
    • Managing Instant Reports
      • Introduction to Instant Reports
        • Grouping characteristics of concerned objects
        • Attributes available in instant reports
      • Instant Report Types and Examples
        • Matrix (list)
        • Matrix (Report DataSet)
        • Quantitative (list)
        • Quantitative (Report DataSet)
        • Breakdown (list)
        • Breakdown (Report DataSet)
        • Table (Report DataSet)
        • Bubble chart (Multidimensional)
        • Heatmap
        • Word cloud
        • Time (Gantt)
        • Graph: Exchanges between applications
        • Dendrogram
      • Launching an Instant Report
        • Launching an instant report from a list
        • Launching an instant report from a Report DataSet
      • Creating a Dendrogram Instant Report (list)
      • Creating a Matrix Instant Report (List)
      • Managing a Table Instant Report data (Report DataSet)
        • Defining the columns in a table-type instant report
        • Adding a filter to the columns and to the column data values in a table-type instant report
        • Adding a filter to the columns and to the column data values (with initial values) in a table-type instant report
        • Example of column definition on a table
        • Example 1: column configuration with break
        • Example 2: column definition (display, order) and value computation
        • Example 3: filters on the table columns
        • Example 4: filter on the table columns and cells (initial values)
      • Saving an Instant Report
        • Saving the report
        • Saving an instant report as a report template
      • Handling an Instant Report
      • Adding a Dendrogram Instant Report to the Property Pages
        • Adding a dendrogram report to the Reporting page of an object
        • Adding a dendrogram report to the Overview page of an object
      • Adding an Instant Report to your Dashboard
    • Managing Reports
      • Managing Report Properties
        • Accessing report properties
        • Modifying the persons concerned by a report
        • Adding tags to a report
        • Adding a description to a report
        • Hiding a report chapter
      • Saving a Report
      • Adding a Report to Your Homepage
      • Adding a Report to Favorites
      • Deleting a Report
      • Customizing a Report Style
      • Adding a Description to a Report or to a Report Chapter
      • Modifying the Report Parameters or the Report Presentation
      • Customizing a Report Chart Display
        • Modifying the chart content
        • Modifying the chart font
        • Modifying the chart style
        • Modifying the label style
        • Modifying the legend style
        • Modifying the series parameter style
        • Modifying the style for export
      • Resetting the Customization of the Report Settings
        • Resetting a parameter value
        • Resetting all the report customization
      • Managing Report Styles
        • Creating a report style
        • Applying a style to your report
    • Handling Reports
      • Handling a Report
        • Displaying a chart in full page
        • Displaying a report in a new tab
        • Updating a report
        • Getting the list of objects contained in a report part
        • Displaying the properties of an object contained in a report
        • Printing a report
        • Exporting a report in Excel format
      • Handling a Bar Chart or Line Chart
        • Zooming in on a chart part
        • Modifying the chart content
        • Modifying the chart style
        • Modifying the label style
        • Modifying the legend style
        • Modifying the parameter style of a series
      • Customizing a Pie Chart Display
        • Hiding a data series
        • Modifying the legend position
        • Modifying the legend format
      • Customizing a Table or Matrix Display
        • Modifying a Table or Matrix content
      • Handling a Bubble Chart
        • Modifying the style in a bubble chart
        • Improving a bubble chart readability
        • Zooming in and moving through a bubble chart
        • Displaying the bubble legend
      • Handling a Dendrogram
        • Improving a dendrogram readability
        • Displaying the next level
        • Displaying the dendrogram in full page
        • Zooming in and moving through a dendrogram
      • Handling a Graph
        • Modifying an object style in a graph
        • Modifying a graph style
        • Improving a graph readability
        • Displaying a graph analysis criterion
        • Finding an object in the graph
        • Zooming in and moving through a graph
        • Displaying a graph in 3D
        • Handling a relationships grouping
        • Displaying the graph in full page
        • Displaying the properties available in tooltips
        • Example: Application Environment Graph
      • Handling a Treemap
        • Customizing a treemap display
        • Modifying a treemap colors
        • Modifying the text display in boxes
        • Modifying the sorting order of boxes
        • Example of a Report Template showing a treemap
      • Handling a Breakdown Report
        • Zooming in a breakdown report
        • Customizing a breakdown report display
        • Hiding object types an/or criteria
        • Highlight a criterion
        • Displaying all items
        • Filtering (root columns, criteria)
        • Handling data over time
        • Example of a Report Template showing a breakdown map
      • Handling a Heatmap
      • Handling a Chord Diagram
        • Example of a Report Template showing a chord diagram
    • Managing Report Options
      • Hiding/Displaying Information in your Reports
      • Deactivating the Display Limit in Reports
      • Defining your Report Formats
      • Activating Dashboard Option
    • Managing Reports MS Word
      • Reports MS Word
        • Content
        • Specificities
      • Creating a Report MS Word in Hopex
      • Accessing the Reports MS Word Related to an Object
      • Opening a Report MS Word Related to an Object
      • Revising Reports MS Word
      • Approving the report MS Word revision
      • Creating a distribution list
  • Generating a Web Site
    • Objective
    • Prerequisites
    • Generating or Scheduling the Generation of a Web Site
  • Using External References
    • Creating an External Reference
    • Predefining a URL address
    • Using External References
      • Deleting a Predefined Address
      • Accessing External References
        • Opening an external reference from a diagram
        • Accessing an external reference from an object property dialog box
        • Accessing external references from the query tool
        • External references relative to the environment or site
  • Using Business Documents
    • Business Documents Overview
      • Accessing Business Documents
        • Accessing business documents referenced from an object repository
        • Accessing the list of Business Documents
      • Creating Business Documents
        • Business Document Category
    • Managing Business Document Content
      • Updating the current version of a business document
      • Managing business document versions
    • Deleting Business Documents
• Collaboration Tools
  • Communicating in HOPEX
    • Access to Collaboration in Hopex
      • Accessing a Collaboration Feature
      • Accessing collaboration features on an object
    • Review Notes
      • Actions Linked to the States of a Review Note
      • Accessing Review Notes
        • Accessing all your review notes
        • Accessing the review notes of an object
      • Adding a Review Note to an Object
      • Modifying a Review Note
      • Answering a Review Note
      • Modifying your answer to a Review Note
      • Validating a Review Note
      • Canceling the Validation of a Review Note
      • Closing a Review Note
      • Reopening a closed review note
    • Tags
      • Accessing the Repository Tags
      • Classifying the Tags
      • Creating a Tag or Creating Mass Tags
      • Mass Addition of a Tag to Objects
      • Displaying all the Objects Tagged by a Given Tag
      • Deleting a Tag from the Hopex Repository
      • Managing Tags on an Object
        • Adding a tag to an object
        • Removing a tag from an object
        • Removing a tag from several objects
    • Activity on Objects
      • Managing Activity on Objects (Macro Level)
        • Accessing the activity on objects
        • Accessing the activity on the objects that you are following
        • Filtering the activity
        • Modifying the display period for the activity
      • Managing Activity on an Object (Micro Level)
        • Accessing the activity on an object
        • Comparing the attribute/link values modified on an object
        • Managing options on the activity feed
    • Sharing with Other Users
      • Sharing an Object as Email
    • Notifications
      • Managing the Object Follow-up
        • Following an object
        • Accessing the list of objects you are following
      • Managing your Notifications
        • Accessing your notifications
        • Modifying the state of a notification
        • Deleting a notification
        • Managing your notification and object follow-up options
        • Receiving your alerts in pop-up mode
        • Stop receiving notifications on review notes concerning you
      • Managing Your Alerts on Object Modification
        • Accessing alert management
        • Configuring management of your alerts
      • Canceling Follow-up of an Object
        • Canceling follow-up modifications on an object
        • Canceling follow-up modifications on several objects
  • Using Workflows
    • Consulting Workflows
    • Starting a Workflow
    • Participating in a Workflow
      • From the list of workflows that concern you
      • From a list of objects
    • Workflow Examples
      • Using Requests For Change
        • Request For Change Workflow
        • Accessing Requests for Change
        • Creating a Request For Change
      • Using the Unlocking Request Workflow
        • Context of use of the unlocking request workflow
        • Making an unlocking request
        • Accepting an unlocking request
        • Refusing an unlocking request
  • Using Action Plans
    • Using Action Plans
      • Accessing Action Plans
      • Entering Action Plan Information
        • General characteristics
        • Financial assertion
        • Action plan progress
        • Success factors
        • Scope
        • Milestones
        • Attachments
    • Managing Actions
      • Creating an Action
      • Action Status
    • Action Plan Execution
      • Bottom-up Action Plan Workflow
      • Top-down Action Plan Workflow
      • Action Workflow
    • Ensuring Action plan Follow-Up
      • Action Plan Progress Steps
      • Specifying Action Plan Progress Rate
      • Using Steering Calendars
    • Action Plan Reports
      • Action Plan Progress Report
      • Action Plans Summary Reports
        • Action Plan Progress
        • Action Plan Gantt Chart
        • Action Plan Follow-Up
  • Submitting and evaluating ideas
    • Idea Management Process
      • Profiles and Roles Associated with Ideation
      • Submitting an idea
        • Ascending ideation process
        • Descending ideation process
      • Assessing an idea
      • Validating an idea
    • Submitting an Idea
      • Creating an Idea
      • Viewing the Ideas
      • Accessing the properties of an idea
      • Idea Description
        • Idea category
        • Objects concerned by the idea
        • Similar ideas
        • Projects inspired by the idea
      • Assigning an Idea to Persons
      • Submitting the Idea for Review (workflow)
        • View the ideas submitted for review
    • Starting an Ideation Campaign
      • Campaign Workflow
      • Creating an Ideation Campaign
      • Assigning an Ideation Campaign to Persons
      • Starting an Ideation Campaign
      • Adding Ideas to the Campaign
        • Assessing the ideas collected
        • Approving or Rejecting Campaign Ideas
    • Examining an Idea
      • Assessing an Idea
        • Assessing a particular idea
        • Assessing the ideas in an idea portfolio
    • Validating or Rejecting an Idea
      • Validating an Idea
      • Rejecting an Idea
      • Displaying the Number of Ideas at the Origin of Projects
• Assessments
  • Assessment Overview
    • Assessment Types and Modes in Hopex
      • Assessment Types
        • Direct assessment
        • Assessments by campaigns and assessment sessions
        • Assessment through data call
      • Assessment Session Launching Modes
    • Data call
      • Data Call Usage Context
      • Designing Assessment Templates for Data Call
      • Difference between data call and assessment
    • Managing Questionnaires
      • Accessing Assessment Questionnaires
      • Filling in Assessment Questionnaires
      • Requesting questionnaire Transfer
      • Using Excel to Fill in Questionnaires
        • Exporting and re-importing a questionnaire
        • Question types not supported by Excel
  • Defining Assessment Templates
    • Accessing Assessment Templates
    • Creating an Assessment Template
    • Selecting the Object Types to Assess
    • Defining Assessment Template Visibility
      • Assessment Template Visibility Rules
      • Connecting Profiles to an Assessment Template
      • Connecting Assessment Templates to a Profile
    • Managing Assessed Characteristics
      • Creating an Assessed Characteristic
      • How to Update the Characteristic
        • Average if multiple values
        • Copy value from one assessed value
        • Specific macro
    • Specifying Assessment Template Scope
      • Creating Assessment Deployment Cllections
      • Deployment Collection Filling Mode
        • Filled by user
        • Deployment by tree
        • Deployment by object list
        • Deployment by macro
        • Deployment by macro with parameters
        • Deployment by query
    • Defining Deployment Query Parameters
      • Creating a Deployment Query Parameter
        • Direct value
        • From deployment collection
        • Direct assessment
      • Managing Parameter Values
        • Defining a parameter value
    • Managing Scoring Rules
      • Creating Scoring Rules
      • Using Macros
        • Creating a macro
        • Implementing the macro
    • Defining Aggregation Schemas
      • Aggregation Schema Principle
      • Aggregation Schema Example
      • Creating an Aggregation Schema
        • Creating an aggregation including aggregation steps
        • Aggregation rule types
        • Skipping the creation of aggregation nodes
  • Defining Questionnaire Templates
    • Accessing Questionnaire Templates
      • Accessing Questionnaire Templates
      • Accessing a Questionnaire Template Properties
      • Opening a Questionnaire Template
    • Creating Questionnaire Templates
      • Interface for Questionnaire Creation
      • Inserting Questions in a Questionnaire Template
      • Previewing the Questionnaire Template
    • Configuring Questionnaire Templates
      • Configuring Questions Layout
      • Defining Questionnaire Properties
        • General properties
        • Question layout
        • Logo in the survey header
    • Possible Questionnaire Presentations
      • Presentation types
      • Specifying Questionnaire Presentation
      • Using Heatmap Questionnaires
        • Use case
        • Prerequisites to heatmaps​
        • Examples of assessment via Interactive Heatmap
        • Filtering risks
        • Using heatmap columns to assess risks
        • Displaying the heatmap in full screen
        • Sorting risks
    • Question Types
      • Summary of Question Types
      • Using Questions of “Panel” Type
      • Using Calculated Expressions
        • Examples of calculated expressions
        • Creating a calculated expression
        • Managing digits after the decimal separator
      • Using Questions of “Object” Type
        • Object type
        • Collection computing mode
        • Authorize multiple selection
        • Authorize object creation
    • Configuring Questions
      • Displaying an Indicative Answer
      • Defining a Default Value
    • Enriching Questions Visually
      • Modifying Question Layout
      • Managing Questions of HTML or Image Type
        • Creating a question of Image type
        • Creating a question of HTML type
      • Using Tooltips to Guide Respondents
    • Managing Conditions on Questions
      • Defining a Condition on a Question
      • Defining Validation Criteria
    • Defining Conditions at Questionnaire Level
      • Defining Trigger Actions
        • Set Value
        • Copy Value
        • Run expression
      • Defining Trigger Conditions
    • Defining Answer Computing Rules
      • Creating Scoring Rules
      • Using Macros
        • Creating a macro
        • Examples of macros used in Hopex GRC
    • FAQs
  • Managing Assessment Campaigns
    • Introduction to Assessment by Campaign
      • What is assessment?
      • Assessment sessions and campaigns
      • Questionnaire templates and questionnaires
      • Scoring rules
      • Aggregation schemas
    • Accessing Assessment Templates
    • Creating Assessment Campaigns
    • Creating an Assessment Session Manually
      • Assessment session creation mode
      • Session start options
    • Following up Assessment Progress
      • Validating Assessment Questionnaires
      • Asking a respondent to modify answers
      • Reassigning Questionnaires
      • Following up Session Progress
      • Viewing Session Results
      • Closing the Assessment Session
      • Viewing Assessment Campaign Results
    • Generic Assessment Workflows
      • Assessment Campaign Workflow
      • Assessment Session Workflow
      • Questionnaire Workflow
• Other Features
  • Enterprise Architecture (EA) projects in Hopex
    • Accessing Enterprise Architecture (EA) projects
    • Creating EA Projects
    • Describing an Enterprise Architecture (EA) Project
      • EA Project Characteristics
      • (EA) Project Structure
    • EA Project Objectives and Requirements
      • Defining the Objectives and Requirements of a (EA) Project
      • Creating an Objective and Requirement Diagram
  • Objectives and Requirements
    • Objectives, Indicators and Requirements
      • Reminder: Objective, Indicator and Requirement
      • Objectives
      • Indicators
        • Examples of indicators
        • Accessing indicators
      • Requirements
        • Creating a requirement from an EA project
    • Cause-and-Effect Diagram
      • Creating an Issue From an EA Project
      • Properties of an Issue
        • Issue type
        • Issue causes and effects
      • Creating a Cause-Effect Diagram from a Problem
  • Exploring the repository
    • The Explorer
      • Activating the Explorer
      • Exploring an Object
        • Viewing repository objects
        • View the object impacts on other objects
        • Show unused links
        • Exploring an other object
      • Modifying the Repository with the Explorer
        • Creating objects
        • Copying and pasting objects
        • Connecting, disconnecting and deleting objects
    • Matrices
      • Accessing Matrices
      • Specifying Matrix Content
    • Tools for Checking Objects
      • Definition of concepts
        • Consistency Rules
        • Regulations
      • Active Regulation Permanent Check
        • Defining an active regulation
        • Consulting check results on an object
        • Viewing state indicators in diagrams
      • Regulation Specific Check
  • Repository snapshots
    • Creating Repository Snapshots
    • Compare-Align and Repository Snapshots
• Import and Export (EN)
  • Visio Import Tool
    • Visio Import Principles
      • Compatibility
      • Application Scope
      • Visio Concepts
        • Mapping Visio and HOPEX concepts
        • Visio Template pre-requisite for BPMN diagrams
    • Running Visio Import
      • Step 1: Select a Visio file and a configuration file
      • Step 2: View and select pages to be imported
      • Step 3: Define the mapping of objects of each Visio page
    • Visio Import Options
      • Accessing Visio Import Options
      • Defining a Default Configuration File
      • Defining the Shape Size of Imported Items
      • Replacing existing diagrams
      • Importing Elements in the Current Library
    • Visio Import Example
    • Optimizing Visio Import Results
  • BPMN Import
    • BPMN Import Overview
      • Prerequisites
      • Source BPMN Tools
      • Activate/Deactivate BPMN Import
      • Scope of BPMN Import
      • Importing BPMN Files
    • BPMN/HOPEX Object Correspondence
      • Conventions
      • Object Correspondences
        • Specific Mapping Cases
  • BPMN Export
    • BPMN export overview
      • Prerequisites
      • Activate/Deactivate BPMN export
      • Scope of BPMN export
      • Exporting BPMN Files
    • HOPEX/BPMN object correspondence
      • Conventions
      • Object correspondences
  • XPDL Export
    • XPDL export overview
      • Prerequisites
      • Scope of XPDL export
      • Exporting XPDL Files
    • MEGA/XPDL object correspondence
      • Conventions
      • Special Behaviors
      • Object correspondences
    • Export To TIBCO Business Studio
  • Using Hopex for Confluence
    • Before starting with Hopex and Confluence
      • HOPEX Prerequisites
        • Prequesites
      • Installing Hopex for Confluence
      • Setting Up the Connection
    • Using Hopex for Confluence
      • Adding an Hopex diagram in a Confluence page