HOPEX Common Features
Using HOPEX
The HOPEX Web Front-End desktop
Accessing HOPEX Web Front-End
Starting HOPEX (Web Front-End)
Reinitializing Your Password
Interface Presentation
Home page
The Interface Elements
Navigation menu and panes
Query toolbar
Main menu
Edit Area
Managing Windows and Panes
Arranging windows in the edit area
Folding and expanding navigation panes
Navigating in Web Front-End desktops
Accessing Commands Associated with Objects
On an object list
On the object of a list
In a diagram
Using Lists
Using columns
Exporting mass data
Modifying mass data
Triggering Workflow Transitions
Customizing your desktop Web Front-End
Modify the theme of your desktop
Modify your password
Customizing the home page of your desktop
Accessing your home page in edit mode
Adding a tile to your home page
Deleting a tile from your home page
Resizing a tile
Adding an object to your home page
Customizing your Dashboard
Accessing the dashboard
Widget types
Adding a widget in your dashboard
Managing your widget display
Managing User Options (Web Front-End)
The HOPEX Windows Front-End desktop
Accessing HOPEX Windows Front-End
Introduction to the Windows Front-End Interface
Toolbar and Query Bar
Navigation Area
Edit Area
Help Window
Properties Window
Comment Window
Customizing your Windows Front-End Desktop
Organizing your Desktop (Windows Front-End)
Adding Windows
Positioning Windows
Organizing folders in navigation trees
Managing User Options (Windows Front-End)
Exiting HOPEX
Saving Your Data
Exporting Your Private Workspace Log
Quitting the application
Handling Diagrams
Creating Diagrams
Creating a Diagram from an Object
Creating a Diagram Using the Wizard (Windows Front-End)
Opening a Diagram
Diagram Toolbar
Handling Objects in Diagrams
Creating objects
Creating an object from the diagram insert toolbar
Using the Object Insert Toolbar (HOPEX Web Front-End)
Adding Objects
Removing and Deleting Objects
Removing Objects
Deleting Objects
Resizing Objects
Restricting and Extending Managed Object Types
Activating the Views and Details window
Object status indicators
Adding Notes
Object Display Options (Windows Front-End)
Modifying object shape
Modifying object default shape
Shape modification default parameters
Shape characteristics
Display object characteristics
Modifying text field positions (Windows Front-End).
Object Display Options (Web Front-End)
Using Swimlanes
Introduction
Operating principle
Creating swimlanes
Modifying the order of objects in a pool
Creating a new object in a swimlane
Display mode of objects in a swimlane
Globally modifying size of objects in a pool
Modifying size of a single object in a pool
Changing Shape Sets
Shapes storage folder
Handling Links Between Objects
Creating Links
Changing Target of a Link
Managing Link Joints
Modifying Links
Making a link orthogonal
Perspective links
Managing Texts
Creating Texts
Modifying Texts
Selecting Texts
Specifying Fonts
Positioning Texts Vertically
Inserting Fields
Field formats
Inserting a Title Block
Managing Drawing Objects
Creating Drawing Objects
Tips for creating drawing objects
Selecting Drawing Objects
Selecting an element
Drawing object selection shortcuts
Cutting, Copying, Pasting, Deleting and Duplicating Drawing Objects
Cut
Copy
Paste
Clear
Duplicating
Aligning Drawing Objects
Alignment by selection rectangle
Alignment by successive clicks
Alignment on the grid
Spacing the Elements
Bringing Objects to Front/Sending Them to Back
Resizing Objects
Shortcuts concerning resizing
Resizing drawing objects to the size of another object
Moving Objects
Moving nested elements
Using the Grid
Showing the grid
Activating the grid
Modifying grid lines and spacing
Handling Lines
Drawing Lines
Tracing a line
Creating a joint
Deleting a joint
Moving Line Segments
Moving Lines
Connecting a Line to a Drawing Object
Centering Attachment Points
Reversing Position of Orthogonal Lines
Lines Representing Links
Modifying Lines
Configuring Bridges in Diagrams
Parameterizing the default appearance of bridges
Modifying the appearance of bridges in a diagram
Modifying Shape Colors and Borders
Modifying Shape Fill
Selecting a color
Applying shading and pattern
Managing transparency
Adding texture
Modifying Drawing Object Borders
Color
Style
Weight
Zooming and Moving Around in Diagrams
Zooming in Windows Front-End
Zooming in Web Front-End
Zooming
Moving diagrams
Displaying Diagram Preview
Viewing Diagrams from an Object
Using the Diagram Objects Toolbar
Displaying the pie menu in a diagram preview
Viewing Diagram Thumbnails
Displaying a diagram thumbnail
Launching the exploded diagram report
Exporting Diagrams to PowerPoint
Diagram Setup and Printing
Defining Diagram Setup (Web Front-End)
Defining Diagram Setup (Windows Front-End)
Printing Diagrams (Windows Front-End)
Printing Diagrams (Web Front-End)
Modifying Performance Characteristics (Web Front-End)
Automatic Mode
Pixelization
Functionalities Specific to Windows Front-End
Using Backgrounds
Calling Shapes
Remarks on using shapes
Print Preview
Finding Objects in a Diagram
Using the Repository
Handling Repository Objects
Defining Object Properties
Accessing object properties
Using Object Property Pages (Web Front-End)
General object properties in the EA desktop
Entering Object Comments
Using the Comment Tab/Page of an Object
Using the comment window
Text formatting
Default font in generated reports (MS Word)
Authorized formats
Prohibited formats
Inserting object names in comments
Managing objects
Deleting Objects
Connecting objects
Managing Favorites
Adding an object to favorites
Accessing your favorites
Removing an object from favorites
Undoing and Redoing Actions on Objects
Undoing and redoing one action
Undoing and redoing several actions
Using the History
Using the History in HOPEX Windows Front-End
Using the History in HOPEX Web Front-End
Duplicating objects
Duplicating objects
Naming duplicated objects
Selecting duplication strategy
Duplicating in another library
Duplicated object names in a multilingual environment
Editing Objects (Windows Front-End)
Naming Objects
Local Name and "Long" Name
Querying Object Types with Local Name
Using HOPEX in a Multilingual Context
Specifying the Data Language
Entering Data in Several Languages
Object characteristics in the target language
Object comments in the target language
Multilingualism and duplicated object names
Viewing Untranslated Objects
Consulting Repository State at an Earlier Date
Prerequisites to the use of the Time Machine
Consulting Repository View at an Earlier Date
Returning to the Current View of the Repository
Object Variations
Activating Variations
Variations
Creating a Variation of an Object
Representing Variations in a Model
Variation Modeling Rules
Variation Inheritance
Excluding an element from the variant
Replacing one element by another: substitution
Viewing inherited elements
Restoring elements
Viewing variations and substitutions graphically
Removal of an inheritance link in a hierarchical diagram
Inheritance limits
Consolidating variants history
Finding Object Variants
Variation Reports
Object Versions
Accessing Object Version Management
Creating Object Versions
Managing Locks on Parent Objects
Unlocking objects
Locking objects
Libraries
About Libraries
Defining a Work Context
Defining a Default Library
Creating a Library
Defining Library Object Presentation
Using Libraries
Using Library Objects
Creating an Object from a Library
Defining the Object Owner
Library Diagram
Defining library references from its diagram
Isolated Objects
Exporting Library Content
Querying Objects
Introduction to the Search in HOPEX
Searching in HOPEX (Web Front-End)
Searching in HOPEX (Windows Front-End)
Searching in HOPEX (Web Front-End)
Quick Search (Web Front-End)
Indexing the repository
Performing a quick search
Quick search syntax
Quick search results
The Advanced Search (Web Front-End)
Accessing advanced query in HOPEX Web Front-End
Performing an advanced query with the wizard
Performing an advanced search on a registered query
Performing an advanced search in ERQL mode
Using the Search Tool to Connect an Object
Querying objects of a given type
Querying objects containing a particular string
Choosing the object selection mode
The Quick Search (Windows Front-End)
Search Toolbar
Queried objects
Searching on a single object type
Searching on all object types
Searching on several object types
Query Type
Searching in the object comments
Searching in the object names
Searching as a function of object status
Searching by date
Searching by absolute identifier
The Advanced Search (Windows Front-End)
Presentation of the Advanced Search Tool
Querying from the workspace
Searching from another HOPEX tool
Querying Using the Query Assistant
Using the query assistant tree
Entering the query parameters
Query operators
Query parameter values
Displaying the query code
Saving a query from the assistant
Using Recent Queries
Accessing you recent queries
Defining recent queries
Configuring the number of recent queries
Examples of recent queries
Editing Queries
Query types
Using a Repository Query
Creating a query
Using help when entering queries
Displaying administration properties
Displaying translation properties
Pasting object names in queries
Query Result
Constituting the result
Displaying results of the advanced search tool
Refreshing result window content
Modifying objects in the result window
Generating Analysis Reports
Handling Candidate Objects
Configuring Query Tool Options
Accessing the query tool configuration options
Query tool configuration options
Exploring the repository
The Explorer
Running the Explorer
Launching Explorer in Windows Front-End
Launching Explorer in Web Front-End
Exploring the Repository
Viewing the number of objects
Viewing repository objects
Impact analyses
Viewing unused links
Opening a diagram from the explorer
Exploring other objects
Explorer Display Modes
Modifying the Repository with the Explorer
Creating objects
Copying and pasting objects
Connecting, disconnecting and deleting objects
Modifying object properties
Comparing Objects Using the Explorer (Windows Front-End)
Matrices
Accessing Matrices
Creating a Matrix
Specifying Matrix Content
Defining Cell Content (Windows Front-End)
Selecting a link
Creating a query
Modifying Matrices
Modifying presentation (Windows Front-End)
Modifying cell contents
Tools for Checking Objects
Consistency Rules
Definition of concepts
Active regulation permanent check
Regulation specific check
Check Descriptors
Communicating in HOPEX
Working in a Collaborative Workspace
Overview
Collaborative workspace participant access level
Collaborative workspace states
Owner actions and collaborative workspace states
Work status of a participant
Creating Collaborative Workspaces
Inviting Persons to Your Collaborative Workspace
Deleting Participants from Your Collaborative Workspace
Modifying Collaborative Workspace Participant Access Level
Modifying Your Collaborative Workspace Characteristics
Accessing collaborative workspace properties
Sending automatic notifications to participants
Modifying collaborative workspace status description
Modifying the collaborative workspace owner
Modifying the collaborative workspace name
Adding/Deleting Objects in Your Collaborative Workspace
Working in a Collaborative Workspace
Connecting to a collaborative workspace
Communicating your work progress in the collaborative workspace
Organizing a review
Giving your opinion on work in review
Consulting opinions of other participants on work in review
Consulting participant work status
Communicating on collaborative workspace updates
Closing a collaborative workspace
Dispatching or discarding collaborative workspace updates
Exiting a session from a collaborative workspace
Threads of Posts and Alerts on Objects
Managing Threads of Posts
Creating threads of posts on objects
Participating in threads of posts
Organizing threads of posts on an object
Managing Your Alerts on Object Modification
Subscribing to an alert on an object
Accessing alert management.
Subscribing to alerts on objects for which you have issued a post
Configuring management of your alerts.
Viewing your alerts of notification type
Canceling subscription to an alert
Chat Service (Web Front-End)
Managing Your Contacts
Accessing your contacts management
Adding a person to your contacts
Deleting a person from your contacts
Creating Chats
Configuring Chats
Creating Multiple Chats
Displaying Your Current Chats
Participating in Chats
Exiting Chats
Deactivating/Activating the Chat Service
Exchanging Data with Excel
Operation of Excel Import/Export Wizards
Export Wizard
Import Wizard
Creating or modifying a list of objects.
Connecting occurrences by a given link.
Using the Export Wizard
Running the Export Wizard
Accessing the export wizard
New export file
Existing export file
Export steps
Defining File Parameters
Creating an Excel worksheet
Creating worksheet columns
Excel file configuration example
Selecting Objects to be Exported
Running Export
Example of generated files
Running the Export Wizard from a List
Running the Import Wizard
Importing Excel data in HOPEX
Technical limitation of Excel import
Creating Predefined Template Files (Windows Front-End)
Creating Excel Templates
Creating Excel Template Worksheets
Using Macros in Excel Import/Export Files
Data Processed by the Excel Import/Export Wizard
Data Displayed
Metamodel view and product view
Management of links and link attributes
Languages
Value lists
Dates format
Non-Modifiable Data
File Formats
Managing Dictionaries in HOPEX
Defining Your Business Vocabulary
Basic Notions
Term and concept
Subject area
Accessing Dictionaries
Managing Subject Areas
Managing Concepts
Creating Concepts
Concept Properties
Creating Synonyms
Managing Dictionary Languages
Specifying the Data Language
Impact Of Data Language on Dictionaries
Impact at viewing
Impact at creation
Using Dictionaries
Accessing Subject Area Concepts and Terms
Connecting Concepts to Repository Objects
Consulting concepts associated with an object
Connecting concepts to objects
Managing Documentation
Generating Documentation
Introduction to Documentation Tools
Documents Generated From the Repository
Managing Reports (MS Word)
Report (MS Word) Content
Managing Reports (MS Word) in HOPEX (Windows Front-End)
Creating a report (MS Word) in HOPEX (Windows Front-End)
Detaching a Report (MS Word) in HOPEX (Windows Front-End)
Distributing a report (MS Word) for review or validation
Revising a report (MS Word)
Approving report (MS Word) revision
Creating a distribution list
Creating a report (MS Word) in HOPEX (Web Front-End)
About Reports (MS Word) in HOPEX (Web Front-End)
Accessing Reports (MS Word)
Accessing reports (MS Word) concerning an object
Accessing all reports (MS Word)
Managing reports (Windows Front-End)
Accessing Reports (Windows Front-End)
Opening a report (Windows Front-End)
Accessing report templates available on an object (Windows Front-End)
Launching a report (Windows Front-End)
Customizing the Report Display
Modifying the report name
Specifying the report chapters to be displayed
Automatically expanding the report chapter content on opening
Modifying report display options
Updating Report Contents
Modifying report options
Exporting a Report
Exporting reports in RTF or PDF format
Exporting report results to Excel
Managing reports (Web Front-End)
Accessing Reports (Web Front-End)
Accessing Reports in HOPEX (Web Front-End) Solutions
Accessing your Reports in a HOPEX (Web Front-End) Solution.
Accessing reports available on an object (Web Front-End)
Accessing reports from the EA Desktop Web Front-End
Accessing report properties
Opening a report (Web Front-End)
Creating Reports (Web Front-End)
Managing a Report (Web Front-End)
Refreshing report contents
Exporting a report in PDF, RTF, or Excel format
Viewing the content of a data series
Analyzing Several Objects via a Report
Viewing and launching a report on an object
Managing Report DataSets
Introduction to Report DataSets
Accessing Report DataSets
Accessing to Report DataSets in a HOPEX Solution (Web Front-End)
Accessing Report DataSets from the EA Desktop (Web Front-End)
Accessing Report DataSets (Windows Front-End)
Accessing the properties of a Report DataSet
Properties of a Report DataSet
Creating a Report DataSet
Creating a Report DataSet (Windows Front-End)
Creating a Report DataSet (Web Front-End)
Configuring and Using a Report DataSet
Making a Report DataSet confidential
Refreshing 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 objects concerned
Attributes Available in Instant Reports
Instant Report Types and Examples
Matrix-type instant report from an object list
Matrix-type instant report from a Report DataSet
Quantitative-type instant report from an object list
Quantitative-type instant report from a Report DataSet
Breakdown-type instant report
Table-type instant report from a Report DataSet
Multidimensional–type instant report
Time report
Launching an Instant Report
Launching an instant report from a List
Launching an instant report from a Report DataSet
Define and customize the data of a table-type instant report (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
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)
Handling an Instant Report
Updating an instant report
Obtaining the list of objects in a data series
Hiding a data series
Saving an instant report as a report
Saving an instant report generated from a list
Saving an instant report generated from a Report DataSet
Sharing an instant report as a Widget
Customizing your Reports (Web Front-End)
Editing a Report
Exiting Report Edit Mode
Expanding a Report Chapter Automatically on Opening
Adding a comment to a report
Customizing the Display of a Report Graphic
Updating the content of a graphic of a report chapter
Updating the font of a graphic of a report chapter
Updating the style of a graphic of a report chapter
Modifying the style of labels
Modifying the legend style
Modifying the style of parameters in a report chapter
Modifying the style for export
Customizing the Display of a Report Table
Updating the content of a table of a report chapter
Reinitializing the Customization of the Report Settings
Reinitializing the parameter value of the report chapter
Reinitializing all changes to the report
Creating a Report Style
Applying a Style to Your Report
Customizing the Page Setup of the Report in PDF Format
Configuring the page setup of the report in PDF format
Hide the name of the person who generated the PDF of the report
Modifying report options
Creating and Generating a Web Site
Creating a Web site from a Web site template
Web Site Generation Prerequisites (Web Front-End)
Generating a Web Site
Managing and scheduling web site generation
Accessing the generated web site
Web Site Folders and Files
Reproducing Comments in an HTML Page
Using Books
Books Overview
Book Availability
Book Structure
Creating a Book
Creating a chapter
Creating a Sub-Chapter
Creating a paragraph
Viewing and Updating Book Content
Viewing the content of a book or chapter
Accessing the content of a paragraph
Connecting objects to a paragraph
Defining Elements Referenced in a Book
Connecting a report to a chapter
Connecting a diagram to a paragraph
Referencing a book in another book
Organizing content of a chapter
Using Books
Generating an RTF or PDF document from a book
Using a book in a Web site
Collaborative Work in Books
Annotating Elements of a Book
Managing Access to Book Paragraphs
Using External References
Types of External References
Creating an External Reference
Creating an External Reference Connected to an Object
Inserting External References in a Diagram
Predefining an Address
Predefining a File Type Address
Predefining a URL Type Address
Using External References
Deleting a Predefined Address
Accessing External References
Opening an external reference from a diagram
Opening an external reference from an object
Accessing an external reference from an object property dialog box
Accessing an external reference from the navigation window
Accessing external references from the query tool
External references relative to the environment or site
Using Business Documents
Business Documents Overview
Storage
Business Document Patterns
Classification
Confidentiality and reading access
Accessing Business Documents
Accessing Business Documents in Windows Front-End
Accessing Business Documents in Web Front-End
Creating Business Documents
Creating Business Documents in Windows Front-End
From a file external to HOPEX
From a document generated with HOPEX
Creating a Business Document in Web Front-End
Managing Business Documents
Managing Business Document Content
Updating business documents
Managing business document versions
Referencing Business Documents
Referencing business documents (HOPEX Windows Front-End)
Referencing business documents (Web Front-End)
Deleting Business Documents
FAQs
Projects in HOPEX
The Project Scheduling Diagram
Opening a Project Scheduling Diagram
Creating a New Project Diagram
Projects
Creating Projects
Creating a project from the navigator
Creating a project in a diagram
Links Between Projects
Interconnecting projects
Creating a project by linking with other projects
Splitting a project
Describing a project
Project Characteristics
Project Content
Identifying project participants
Project Objectives and Indicators
Project Objectives and Requirements
Project Indicators
Project Type and Methods
The Phase Scheduling Diagram
Accessing diagrams
Phase Properties
Phase Resource
Phase Deliverable
Methods
Creating a method from the navigator
Creating a phase in a method
Links between phases
Splitting a phase in a scheduling diagram
Adding a participant to a method
Project Types
Accessing a project type
Creating a project type
Project Creation Wizard
Creating a Project with the Wizard
Using the Wizard on a Sub-Project
Modifying Projects
Accessing Help at Each Project Stage
Objectives and Requirements
Objectives and Indicators
Objectives of a Project
Indicators
Examples of indicators
Accessing indicators
Dashboard
Managing Requirements
Accessing Requirements
Requirements: Concepts Reminder
Creating Requirements
Defining properties of the requirement
Objective and Requirement Diagram
Creating a project objective and requirement diagram
Creating the requirement diagram of an objective
Issues
Perspectives
Cause-and-Effect Diagram
Creating a Problem from a Project
Properties of an Issue
Issue type
Issue causes and effects
Issue repercussions and solutions
Creating a Cause-Effect Diagram from a Problem
Defining the Environment for Solutions
Libraries
Organization
Processes
Process types
Process characteristics
Entities
Accessing organization entities
Creating an entity
Organization Business Lines
Accessing Business Lines
Scope of Business Lines
Risks and Controls
Risks
Accessing risks
Risk characteristics
Risk scope
Risk analysis
Risk factors
Risk consequences
RACI on a risk
Controls
Control characteristics
RACI on a control
Control scope
Control Types
Regulatory Environment
Regulations
Accessing organization regulations
Regulation Characteristics
Objectives and Requirements
Accessing objectives and requirements
Objective Characteristics
Requirement Characteristics
Financial Data
Products
Financial Accounts
Enterprise Assets
Accessing IT assets
Applications
Databases and Servers
RACI
Responsibility levels
Specifying Responsibilities
Frequently Asked Questions (FAQ)
The Windows Front-End Desktop
Customizing Reports (MS Word)
Drawing Objects
Other Questions
Useful Keyboard Shortcuts
Desktop/diagrams/shape editor
Shape editor
Query tool
Add a component
Comment of object
Import and Export (EN)
BPMN Export
BPMN export overview
Prerequisites
Activate/Deactivate BPMN export
Scope of BPMN export
Exporting BPMN Files
MEGA/BPMN object correspondence
Conventions
Object correspondences
BPMN Import Specification
BPMN Import Overview
Prerequisites
Source BPMN Tools
Activate/Deactivate BPMN Import
Scope of BPMN Import
Importing BPMN Files
BPMN/MEGA Object Correspondence
Conventions
Object Correspondences
Specific Mapping Cases
Comments on TextAnnotations
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
HOPEX XMI 2.1 Import for UML2
XMI Import Overview
Prerequisites
Scope of XMI Import
Importing XMI and UML Files
HOPEX/XMI Object Mapping
Class Diagram
Use Case Diagram
Composite Structure and Communication Diagram
State Machine
Sequence, Communication and Interaction Overview Diagram
Activity and Interaction Overview Diagram
Package Diagram
Component Diagram
Deployment Diagram
Object Diagram
HOPEX XMI 2.1 Export for UML2
XMI Export Overview
Prerequisites
Scope of XMI Export
Exporting XMI Files
Export for Eclipse with UML2 plugin
Export for other tools
HOPEX/XMI Object Mapping
Visio Import Tool
Visio Import Principles
Compatibility
Application Scope
Visio Concepts
Mapping Visio and MEGA concepts
Importing a Visio Drawing
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
HOPEX Common Features
Optimizing Visio Import Results
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