• Using HOPEX
  • The HOPEX Web Front-End desktop
    • Accessing HOPEX Web Front-End
      • Connecting to HOPEX (Web Front-End)
      • Reinitializing Your Password
    • Working in HOPEX
      • Workspace Types and Updates
        • Public workspace
        • Private workspace
        • Read-only workspace
      • Switching between Profiles
    • Interface Presentation
      • Home Page
        • Accessing the Home page
        • Home page description
      • The interface elements
        • Navigation menu and panes
        • Breadcrumb trail
        • Search bar
        • Main menu
        • Edit Area
      • Managing windows and panes
        • Arranging windows in the edit area
        • Folding and expanding navigation panes
        • Organizing folders in navigation trees
      • Managing lists
        • Defining the columns to be displayed
        • Modifying the column order
        • Filtering data
        • Grouping data by field
        • Freezing a column
        • Mass modification of the data in a list
    • Common Actions on Repository Objects
      • The Actions on a List of Objects
      • The actions on Several Objects in a List
      • The Actions on an Object in a List
        • Actions on an object using the icon bar of a list
        • Actions on an object from the Local Name of a list
        • Pop-up menu for an object
      • The actions on an object in a diagram
    • Customizing your Web Front-End desktop
      • Modifying the Theme of your Desktop
      • Modifying your Password
      • Modifying the Data Language
      • Modifying the Language of Your Desktop
      • Customizing the Home Page of your Desktop
        • Adding a tile to your home page
        • Deleting a tile from your home page
        • Modifying the size of a tile
        • Adding an object to your home page
      • Customizing your Dashboard
        • Accessing the dashboard
        • Widget types
        • Adding a widget to your dashboard
        • Managing your widget display
      • Managing your 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
    • Accessing a diagram
      • Creating Diagrams
        • Creating a diagram from an object
        • Creating a diagram from a list
      • Opening a Diagram
    • Diagram Toolbar
    • Handling Objects in Diagrams
      • Adding Objects to Diagrams
        • Adding an object from the diagram insert toolbar
        • Using the object insert toolbar (HOPEX Web Front-End)
      • Handling Links Between Objects
        • Creating links
        • Changing target of a link
        • Modifying link appearance
      • Removing and Deleting an Object from a Diagram
        • Deleting objects
        • Removing objects from a diagram
        • Updating diagram objects
      • Resizing Objects in a Diagram
        • Shortcuts concerning resizing
        • Resizing drawing objects to the size of another object
      • Moving Objects
        • Moving nested elements
      • Object status indicators
      • Adding a Note to a Diagram
      • Configuring the objects shape
        • Modifying object shape
        • Modifying object default shape (HOPEX Windows Front-End)
        • Changing Shape Sets
      • Configuring the text of a graphical shape
        • Modify the textual characteristics of a shape
        • Modifying Text Fields Position
      • 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 (HOPEX Windows Front-End)
        • Globally modifying size of objects in a pool
        • Modifying size of a single object in a pool
      • Activating the Views and Details window
    • Managing Texts
      • Inserting texts
        • Creating Texts
        • Modifying Text
        • Specifying Fonts
        • Positioning Texts Vertically
      • Insert a field in a text
      • Inserting a Title Block
    • Managing Drawing Objects
      • Creating Drawing Objects
        • Tips for creating drawing objects
      • Selecting Drawing Objects
        • 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
      • 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
      • 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
      • Modifying Drawing Object Borders
        • Color
        • Style
        • Weight
    • Zooming and Moving Around in Diagrams
      • Zooming in Web Front-End
      • Moving the diagram in Web Front-End
      • Zooming in Windows Front-End
    • Displaying Diagram Preview
      • Viewing Diagrams From an Object
        • Using the toolbar of a diagram preview
        • Using the pie menu in a diagram preview
      • Viewing Diagram Thumbnails
        • Displaying a diagram thumbnail
        • Launching the exploded diagram report
    • Diagram Setup and Printing
      • Defining a diagram Setup
      • Printing Diagrams (Web Front-End)
      • Printing Diagrams (Windows Front-End)
    • Exporting Diagrams to PowerPoint
  • Constructing a diagram in easy diagramming mode
    • Tabular input principles
      • Using tabular input mode
      • Defining the diagram opening mode
        • Opening a diagram in tabular input mode
        • Modifying the diagram edition mode
      • Overview of functionalities
        • Title banner
        • Filter tabs
        • Tab content
      • Previewing the diagram
      • Diagram types with tabular input mode
    • Constructing a diagram in tabular input mode
      • Updating a diagram in tabular input mode
        • Creating a diagram in tabular input mode
        • Adding an existing object in tabular diagram mode
        • Creating an object from a table
        • Creating several objects of the same type in tabular input mode
      • Creating connections in tabular input mode
      • Removing and Deleting an Object from a Tabular Input
      • Creating BPMN participants in tabular input mode
        • Creating a participant inside a described object
        • Creating a participant outside a described object
      • Updating an Organizational Chart in tabular input mode
• Using the Repository
  • Handling Repository Objects
    • Defining Object Properties
      • Accessing object properties
        • Accessing object properties (Web Front-End)
        • Accessing object properties (Windows Front-End)
        • Displaying the properties window on a permanent basis (Web Front-End)
        • Displaying the properties window on a permanent basis (Windows Front-End)
      • Using Object Property Pages (Web Front-End)
    • 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 or Removing an Object
      • Connecting objects
      • Managing Favorites
        • Adding an object to favorites
        • Accessing your favorites
        • Removing an object from favorites
      • Undoing and Redoing Actions on Objects
      • 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
    • 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
  • 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
        • Accessing the analysis report for container dependency errors
        • Report description
      • Finding isolated objects
    • Defining a Work Context
      • Accessing Work Context Elements
      • Use example for Libraries and Enterprises
    • Using Libraries
      • Creating a Library
      • Exporting Library Content
    • Using Enterprises
      • Choosing a Work Environment
      • Managing an enterprise
        • Creating an enterprise
        • Linking an enterprise to a library
        • Enterprise properties
        • Initializing an enterprise
      • Defining Enterprise Planning
        • Defining the start and end events of the enterprise
        • Updating the enterprise stages by default
      • Assigning a user to the strategic planning stages
  • 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
  • Exchanging Data with Excel
    • Exporting an Object List in Excel Format
    • The Excel Import/Export Wizards
      • Export Wizard
      • Import Wizard
        • Creating or modifying a list of objects.
        • Connecting occurrences by a given link.
    • Using the Excel Export Wizard
      • Launching the Excel Export Wizard
        • Accessing the export wizard
        • New export file
        • Existing export file
        • Export steps
      • Defining Excel File Parameters
        • Creating an Excel worksheet
        • Creating worksheet columns
        • Excel file configuration example
      • Selecting Objects to Export in Excel Format
      • Running an Excel Export
        • Example of generated files
    • Launching the Excel Import Wizard
      • To import Excel data in HOPEX:
      • Technical limitation of the import
    • Creating Predefined Excel 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
• Searching the Repository
  • Searching Objects (Web Front-End)
    • Introduction to Searches (Web Front-End)
      • Search types
      • Search Results
    • Quick Search (Web Front-End)
      • Presentation of the Quick Search Tool
        • The full-text search bar
        • The search by object type bar
        • Changing the quick search type
      • The Full-text Search
        • Indexing the repository
        • Performing a full-text search
        • The full-text search syntax
        • Results of a full-text search syntax
      • The Search by Object Type
        • Accessing the search by object type
        • Searching for an object type
      • Using the Search Tool to Connect an Object
        • Connecting an object
        • Choosing the object selection mode
    • Advanced Search (Web Front-End)
      • Advanced Search Tool Introduction (Web Front-End)
        • Advanced search tool description
        • Query type
        • Accessing advanced search (Web Front-End)
      • Configuring the Search Tools (Web Front-End)
        • Extending/Restricting the object types queried
        • Extending the search to administration and/or translation attributes
        • Defining the condition combination rules
      • Performing an Advanced Search with the Wizard
      • Performing an Advanced Search on a Registered Query
      • Performing an Advanced Search in ERQL Mode
        • Performing an advanced search in ERQL Mode with the help of the wizard mode
        • Saving an ERQL query
  • Searching Objects (Windows Front-End)
    • Introduction to the Search (Windows Front-End)
      • Searching from the workspace
      • Searching from another HOPEX tool
    • Quick Search (Windows Front-End)
      • Search Toolbar
      • Objects Being Search for
        • Searching for a single object type
        • Searching for all object types
        • Searching for several object types
      • Search Type
        • Searching in the object comment
        • 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 Using the Query Assistant
        • Using the query assistant tree
        • Query parameters
        • Query operators
        • Query parameter values
        • Displaying the query code
        • Saving a query from the assistant
      • Using Recent Queries
        • Accessing your recent queries
        • Defining recent queries
        • Configuring the number of recent queries
        • Examples of recent queries
    • Editing Queries
      • Using a Repository Query
      • Creating a query
      • Using Help When Entering Queries
        • Displaying administration properties
        • Displaying translation properties
      • Pasting Object Names in Queries
    • Query Results
      • Constituting Results
        • Reinitializing results
        • Cumulating results
      • Displaying Results of the Advanced SearchTool
        • Creating a new tab in the result tab
        • Customizing result tab columns
        • Displaying results as a list
        • Displaying queries that produced the result
        • Displaying objects common to several result sets
        • Refreshing result window content
      • Modifying Objects in the Result Window
        • Modifying an object
        • Modifying a selection of objects
      • Search and Confidentiality Result
        • Search example
      • Generating Analysis Reports
    • Handling Candidate Objects
    • Configuring Query Tool Options
      • Accessing the Query Tool Configuration Options
      • Query Tool Configuration Options
        • Displaying the query tool and its tabs
        • Query target synchronization
        • Style sheet location
• Managing Documentation
  • Generating Documentation
    • Introduction to Documentation
      • Documentation Tools
      • Documents Generated From the Repository
    • Managing MS Word Reports
      • MS Word Report Content
      • Managing MS Word Reports in HOPEX (Windows Front-End)
        • Creating an MS Word report in HOPEX (Windows Front-End)
        • Detaching an MS Word Report in HOPEX (Windows Front-End)
        • Distributing an MS Word report for review or validation
        • Revising reports (MS Word)
        • Approving an MS Word report revision
        • Creating a distribution list
      • Creating an MS Word report in HOPEX (Web Front-End)
      • About MS Word Reports in HOPEX (Web Front-End)
      • Accessing MS Word Reports
        • Accessing MS Word reports concerning an object
        • Accessing all MS Word reports
    • Generating Analysis Reports
      • Structure of an Analysis Report
        • Accessing report properties
      • Accessing Analysis Reports
        • Accessing all the reports of a solution
        • Accessing reports available on an object
        • Accessing reports embedded in a dashboard
        • Accessing your reports in a HOPEX solution.
      • Creating an Analysis Report
        • Launching an analysis report for an object
        • Creating your analysis reports (Web Front-End)
      • Using the Contents of an Analysis Report
        • Refreshing the content of an analysis report
        • Saving the content of an analysis report (Web Front-End)
        • Exporting an analysis report in PDF or Excel Format
        • Viewing the details of a data series (Web Front-End)
      • Defining the Display of an Analysis Report on Opening
        • Specifying the report chapters to be displayed
        • Expanding a Report Chapter Automatically on Opening
    • 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 from an object list
        • Breakdown-type instant report using a Report DataSet
        • Table-type instant report from a Report DataSet
        • Multidimensional–type instant report
        • Word cloud type instant report
        • Time type instant report
        • Environment graph type instant report: Exchanges between applications
        • Environment graph type instant report: Application Environment Graph
      • Launching an Instant Report
        • Launching an instant report from a list
        • Launching an instant report from an object
        • Launching an instant report from a Report DataSet
        • Launching several instant reports
      • Defining and customizing 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 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)
      • 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
      • Adding an Instant Report to Your Dashboard
      • Adding an Instant Report to Your Home Page
    • Customizing your Reports (Web Front-End)
      • Editing a Report
      • Exiting Report Edit Mode
      • 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
        • Modifying the bubble style in a bubble graph
        • 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 Table or a Report Matrix
        • Modifying the content of a table or a matrix 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
      • Zoom in on a Diagram Part
        • Zooming in on a bar, linear, or radar chart
        • Zooming in and moving about in a dendrogram
        • Zooming in and moving about in a bubble chart
        • Zooming in and moving about in an environment graph
      • Handling an Environment Graph
        • Improving an environment graph readability
        • Isolating an object of an environment graph
        • Zooming in on an object.
        • Finding objects in the graph
        • Displaying an object properties
      • Handling a Bubble Graph
    • Managing 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 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
• Using Collaboration Tools
  • Communicating in HOPEX
    • Accessing collaboration in HOPEX
      • Accessing a Collaboration Feature
      • Accessing Collaboration Information on an Object
        • Accessing collaboration information on an object in a list
        • Accessing collaboration information on an object in a tree
      • Displaying a Collaboration Feature
    • Managing review notes
      • The Actions Linked to the States of a Review Note
      • Adding a Review Note
        • Adding a review note to an object
        • Adding a review note to an object attribute
      • Accessing Review Notes
        • Accessing all your review notes
        • Accessing the review notes of an object
        • Accessing the review notes of an object attribute
      • 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
    • Managing 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 with 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
        • Using the tags in the quick search tool
    • Managing Activity on Objects
      • Managing Activity on Objects
        • Accessing the activity on objects
        • Accessing the activity on the objects that you are following
        • Using the activity on objects
        • Modifying the display period for the activity
        • Managing the options on the activity of object
      • Managing the Activity Feed on an Object
        • Using the activity feed on an object
        • Comparing the attribute/link values modified on an object
        • Modifying the display of the activity feed on an object
        • Managing options on the activity feed
    • Sharing with other users (social)
      • Managing your Likes on an Object
        • Liking an object (in a list)
        • Liking an object (in a tree)
        • Removing your Like on an object (in a list)
        • Removing your Like on an object (in a tree)
      • Managing Ideas
        • Adding an idea
    • Managing my notifications
      • Following an object
        • Following an object
        • No longer receive notifications on review notes that concern me
      • Accessing your Notifications
        • Accessing your unread notifications directly
        • Accessing all 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
        • Modifying the default options
      • 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 object
    • 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
  • Using Workflows
    • Consulting Workflows
      • Consulting workflows (Web Front-End)
      • Consulting Workflows (Windows Front-End)
        • From the navigation window
        • From a dedicated page
        • From an object
    • Consulting Notifications
      • Consulting notifications (Web Front-End)
      • Consulting notifications (Windows Front-End)
    • Starting a Workflow
      • Starting a workflow (Web Front-End)
      • Starting a workflow (Windows Front-End)
    • Participating in a Workflow
      • Triggering a transition (HOPEX Web Front-End)
        • From the list of workflows that concern you
        • From a list of objects
    • Examples of Workflows Supplied as Standard
      • Using Requests For Change
        • Request For Change Workflow
        • Accessing Requests for Change
        • Creating a Request For Change
      • Using Design Tasks
        • Prerequisites for using design tasks
        • Design Task Workflow
        • Accessing Design Tasks
        • Creating Design Tasks
        • Assigning and Aborting a Design Task
        • Viewing design task properties (Windows Front-End)
        • Selecting a design task (Windows Front-End)
        • Dispatching as a Design Task
      • Using the Validation Request Workflow
        • Requesting validation
        • Validating the object
        • Refusing object validation
      • Using the Unlocking Request Workflow
        • Making an unlocking request
        • Consulting unlocking requests
        • Accepting an unlocking request
        • Refusing an unlocking request
  • Creating a Sketching Diagram
    • Creating a Sketching Diagram
    • Creating a Sketching Diagram
      • Shapes available in sketching diagrams
      • Connecting a sketching item with a repository object
  • Submitting and evaluating ideas
    • Idea Management Process
      • Submitting an idea
        • Ascending ideation process
        • Descending ideation process
      • Assessing an idea
      • Validating an idea
      • Profiles Associated with Ideation
    • 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
  • Action Plans
    • Introduction to Action Plans
      • Action plan implementation process
        • Creating the action plan
        • Validating the action plan
        • Executing the action plan
        • Closing the action plan
      • Accessing action plans
        • Prerequisites for using action plans module
        • Profiles Linked to Action Plans
        • Action Plan Manager
        • Action Plan Owner
        • Action Owner
        • Action plan approver
        • Action plan creator
      • Desktops linked to Action Plans
        • Desktop proposed to the action plan manager
        • Desktop proposed to the action plan owner
        • Desktop proposed to the action owner
    • Using Action Plans
      • Creating Action Plans
      • Supplementing Action Plan Information
      • Action Plan Progress Steps
    • Managing Actions
      • Creating an Action
        • Action statuses
        • Defining Action Scope
      • Action Management Steps
        • Command proposed to creator
        • Command proposed to entities concerned by an action in "Project" status
        • Command proposed to "Open" action responsible user
        • Commands proposed to the "action plan owner or approver" of a terminated action
    • Ensuring Action plan Follow-up
      • Specifying action plan progress rate
      • Using a steering calendar
        • Creating a steering calendar
        • Creating steering dates
    • Action Plan Follow-Up Reports
      • Accessing Action Plan Standard Reports
      • Action Plan Follow-Up
      • Action Plan Gantt Chart
      • Action Plan Progress
    • Action Plan Workflows
      • Action Plan Progress Steps Defined as Bottom-Up
      • Action Plan Workflows
        • Top-down action plan workflow
        • Bottom-up action plan workflow
      • Action Plan Workflow Mails
      • Action Workflow
        • Action Workflow Steps
        • Action Workflow Notifications
• Managing Enterprise Projects
  • Introduction to Project Portfolio Management
    • The Scope Covered by PPM
      • Prerequisites for Creating Projects
        • Importing the PPM Solution Pack
        • Defining project domains
      • Managing Project Demands and Candidate Projects
        • Identifying and documenting demands
        • Assessing demands
        • Validating demands
        • Assessing candidate projects
        • Validating candidate projects
        • Follow-up of ongoing projects
      • Project Portfolio Management
        • Selecting the projects and defining priorities
        • Analyze and arbitrate portfolio projects
    • Profiles and Roles of HOPEX Project Portfolio Management
      • PPM Specific Profiles
      • Roles with respect to objects
  • Defining Enterprise Projects
    • Defining Project Domains
      • Creating a Project Domain
      • Assigning a Domain to Persons
    • Managing Project Demands
      • Demand Management Process
      • Creating a Project Demand
      • Defining the Project Charter
      • Defining the Business Case of a Project
        • Transformation objective
        • Project deliverables
        • Project dependencies
        • Project costs
        • Project benefits
        • Project risks
      • Assigning a Project to Persons
      • Validating or Rejecting a Project Demand
        • Validating a project demand
        • Rejecting a project demand
    • Managing Candidate Projects
      • Candidate Project Management Process
      • Creating a Candidate Project
      • Completing the Candidate Project Definition
      • Validating or Rejecting a Candidate Project
        • Validating a candidate project
        • Rejecting a candidate project
    • Assessing a Project
      • Assessing a Project
      • Assessing the Risks of a Project
    • Follow-up of Ongoing Projects
      • Process for Follow-up of Ongoing Projects
      • Starting a project
      • Specifying the Project Milestones
      • Assessing the Progress State of a Project
        • Updating the project progress
        • Viewing the timeline of a project
      • Putting a Project on Stand-by/Canceling a Project
      • Terminating a Project
    • Reports available on the projects
      • Project Costs
      • Project and Deliverable Timeline Gantt Chart
      • Project KPIs
        • Progression and delays
        • Budget and costs
        • Return on investment
        • Forecast variance and effective variance
        • Risks
      • Project summary
  • Project portfolio management
    • Grouping Projects by Portfolio
      • Portfolio Types
        • Arbitration portfolio
        • Analysis portfolio
      • Portfolio Lines
      • Assigning a Portfolio to Persons
    • Assessing Portfolio Projects
      • Defining Portfolio Assessment Criteria
        • Criteria weighting model
      • Creating a Project Assessment
        • Assessing common criteria
        • Assessing criteria specific to the portfolio
    • Analyzing and Arbitrating Portfolio Projects
      • Creating a Scenario
        • Defining the properties of the scenario
        • Scenario lines
      • Accepting or Rejecting the Project Lines of a Scenario
      • Analyzing and Comparing Scenarios
        • Comparing scenario costs
        • Comparing the scenarios in terms of project deliverables or capabilities impacted
        • Project deliverables by scenario
      • Analyzing the Road Map for Portfolio Projects
        • Project Gantt chart
        • Roadmap of portfolio project deliverables
      • Analyzing the Project Risks of a Portfolio
      • Dashboard for Portfolio Projects
        • Project bubble chart
        • Project matrix by criteria
        • Summary table for project assessments
• Using Assessments
  • Introduction to Assessment Features
    • Assessment Processes
      • Concepts Overview
        • Assessment sessions and campaigns
        • Questionnaire templates and questionnaires
        • Quotation rules
        • Aggregation schemas
      • Assessment Types
        • Direct assessment
        • Assessment by assessment sessions
        • Assessment by assessment campaigns
        • Assessment through data call
    • Additional Resources
  • Assessment Overview
    • Assessment Profiles and Roles
      • Connection profiles
      • The object roles
    • Navigation Tree Overview
    • Assessment Desktop Presentation
      • Assessment Designer and Assessment Manager desktops
      • Respondent desktop
    • Workflows Linked to Assessments
  • Running Assessments
    • Assessment Session Steps
      • Standard Launch of Assessment Sessions
        • Preparing assessment sessions
        • Deploying and validating the assessment session
        • Starting assessment sessions
        • Following up assessment sessions
        • Closing the assessment session
      • Variations in the Launch of Assessment Sessions
    • Creating Assessment Sessions
      • Launching Modes for an Assessment Session
      • Creating Assessment Sessions From an Existing Template
        • Creating Assessment Sessions
        • Viewing session parameters
        • Defining assessment scope by tree
      • Creating Ad-Hoc Assessment Sessions
      • Creating Expert Assessment Sessions
    • Deploying and validating the assessment session
      • Deploying Assessment Sessions
      • Defining assessment session scope
        • Accessing effective scope
        • Modifying effective scope
      • Validating Assessment Sessions
        • Validating sessions and generating questionnaires
        • Viewing Generated Questionnaires
        • Regenerating Questionnaires
    • Starting Assessment Sessions
      • Prerequisites to session launch
      • Sending questionnaires to respondents
    • Completing Questionnaires
      • Accessing Your Questionnaires
      • Managing Your Questionnaires
      • Answering a Questionnaire
      • Delegating a Questionnaire
      • Making a Transfer Request
      • Closing Questionnaires
      • Viewing the Score of a Questionnaire
    • Following Up Session Progress
      • Consulting Reports
      • Validating Assessment Questionnaires
      • Asking a respondent to modify answers
      • Reassigning questionnaires
      • Closing the assessment session
      • Managing Questionnaires Sent
        • Accessing questionnaires
        • Questionnaire statuses
    • Using Assessment Campaigns
      • Creating Assessment Campaigns
      • Deploying Assessment Campaigns
      • Defining assessment campaign scope
      • Planning Assessment Campaigns
      • Validating Assessment Campaigns
      • Creating a Session From a Campaign
      • Steps of assessment workflow with campaign
    • Direct Assessment
      • Direct assessment context objects
      • Assessing objects
      • Modifying values specified at object assessment
      • Assessing several objects simultaneously
        • Assessing several objects simultaneously
        • Assessing objects on different dates
• Other Features
  • Enterprise Architecture (EA) projects in HOPEX
    • The Project Scheduling Diagram
      • Accessing Enterprise Architecture (EA) projects
      • Opening a Project Scheduling Diagram
      • Creating a New Project Diagram
    • Enterprise Architecture (EA) projects
      • Creating EA Projects
        • Creating an EA project from the navigator
        • Creating an EA project in a diagram
      • Links Between Enterprise Architecture (EA) projects
        • Interconnecting EA projects
        • Creating an EA project by linking it with other EA projects
        • Splitting an EA project
      • Describing an Enterprise Architecture (EA) Project
        • EA Project Characteristics
        • EA Project Content
        • EA Project Participants
        • EA Project Objectives and Requirements
    • Project Type and Methods
      • Accessing EA project types and methods
      • The Phase Scheduling Diagram
        • Accessing the Phase Scheduling Diagram
        • Phase Properties
        • Phase Resource
        • Phase Deliverable
      • Methods
        • Creating a method from the navigator
        • Creating a phase in a method
        • Links between phases
        • Splitting phases
        • Adding a participant to a method
      • Enterprise Architecture (EA) Project Types
        • Accessing an EA project type
        • Creating an EA project type
    • EA Project Creation Wizard
      • Creating an EA Project with the Wizard
      • Using the Wizard on an EA Sub-Project
      • Modifying EA Projects
      • Accessing Help at Each EA Project Stage
  • Objectives and Requirements
    • Objectives, Indicators and Requirements
      • Reminder: Objective, Indicator and Requirement
      • Objectives
      • Indicators
        • Examples of indicators
        • Accessing indicators
        • Dashboard
      • Requirements
        • Creating a requirement from a Project
        • 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 an Issue From an EA 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
  • Managing Repository Transfers
    • Alignment Use Case
      • Implementing a Production Repository
      • Transfering Objects Between Repositories
    • Modes of Transfer to a Production Repository
      • Organizational and Technical Choices
      • Transfering Objects in Push Mode
        • "Push" mode without validation
        • "Push" mode with validation
      • Transfering Objects in Pull Mode
        • "Pull" mode with validation
        • "Pull" mode with use of design tasks
        • Automatic alignment
    • Transfering Objects
      • Principle
      • Creating a Transfer
      • Scheduling a Transfer
      • Adding an Object to a Transfer
      • Transfering the Object
      • Managing Transfers and Transfer Templates
  • Repository snapshots
    • Managing Repository Snapshots
      • Repository Snapshot Prerequisites
      • Creating Repository Snapshots
        • Creating a repository snapshot from the Administration application
        • Creating a repository snapshot from HOPEX
    • Repository Snapshots Use Case
      • Comparing Two Diagram States
      • Comparing and Aligning Two Objects States Over Time
  • 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)
  • Visio Import Tool
    • Visio Import Principles
      • Compatibility
      • Application Scope
      • Visio Concepts
        • Mapping Visio and HOPEX 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
  • 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
  • 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