• HOPEX Desktop
  • Accessing HOPEX
    • Activating your HOPEX Account
    • Connecting to HOPEX
    • Switching between Profiles
    • Resetting your Password
  • 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)
    • Customizing your Personal Parameters
      • Modifying your password
      • Modifying your avatar
    • Resetting your Desktop Customizations
    • Setting a Current Library
    • Consulting your Licenses
  • Interface Presentation
    • HOPEX Desktops
      • Toolbar
      • Navigation bar
      • Edit Area
    • Home Page
      • Accessing the Home page
      • Home page description
    • Interface Elements
      • Navigation menu and panes
      • Breadcrumb
      • Main menu
  • Customizing your HOPEX Desktop
    • Modifying the Theme of your Desktop
    • Modifying the Data Language
    • Modifying the Interface Language
    • 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
      • Adding a widget to your dashboard
      • Displaying a widget in full page
      • Expanding/Collapsing a widget window
      • Updating the widget content
      • Removing a widget
    • Managing your Options
  • Extending the Visibility (Metamodel or Advanced Features)
    • Introduction to HOPEX Metamodel Access
    • Displaying advanced UI
    • Displaying the Technical Metamodel
    • Displaying the Repository Activity
    • Displaying Administration Properties and Links
  • Common Actions on the UI
    • Handling Windows
      • Arranging the edit area
      • Maximizing/Reducing a window
    • Handling Navigation Panes
      • Handling the navigation panel (when collapsed)
      • Hide/Display the navigation panel
      • Expanding the navigation panel
      • Pinning the navigation panel
    • Handling Lists
      • Defining the columns to be displayed
      • Modifying the column width
      • Modifying the column order
      • Resetting the column order
      • Resetting column configuration
      • Filtering a list data
      • 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
    • 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
• Searching for Objects
  • Introduction to Searches
    • Search Types
    • Search Results
  • Quick Search
    • Presentation of the Quick Search Tool
      • The full-text search bar
      • The search by object type bar
      • Changing the quick search type
      • Changing the place of display of your search result
    • Full-text Search
      • Full-text search result description
      • Search results
      • Filters
      • Performing a full-text search
      • Handling the search results window
      • Full-text search syntax
    • Search by Object Type
      • Accessing the search by object type
      • Using the NearMatch search
      • Performing a search by object type
    • Defining Where to Display the Search Results
      • Result display in the Results window
      • Result display in the edit area
    • Using the Search Tool to Connect an Object
      • Connecting an object
      • Choosing the object selection mode
  • Advanced Search
    • Advanced Search Tool Introduction
      • Advanced search tool description
      • Query type
      • Accessing advanced search
    • Configuring the Search Tools
      • 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 Advanced Search with the Wizard
    • Using the Advanced Search with a Registered Query
    • Using the Advanced Search in ERQL
      • 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
• Using Diagrams
  • Handling Diagrams
    • Creating and Opening a Diagram
      • Introduction to Diagrams
      • Creating Diagrams
        • Initializing a diagram from the pop-up menu of an object
        • Initializing a diagram from an object in a list/tree
      • Opening Diagrams
        • Choosing how to open a diagram
        • Opening a diagram in full page from a list
        • Opening a diagram in full page from a tree
        • Viewing in a window the diagrams describing an object
        • Viewing in a window the diagrams containing an object
        • Navigating in a preview of diagrams
      • Editing a Diagram
        • Opening a diagram in edit mode
        • Switching from view mode to edit mode
      • Editing a Diagram in a New Browser Tab
      • Diagram Toolbars in Edit Mode
        • Diagram toolbar (top left)
        • Diagram text editing bar (top right)
        • Diagram editing bar (left)
        • Diagram object inserting bar (left)
        • Diagram shape editing bar (right)
    • Managing Objects in Diagrams
      • Adding Objects to Diagrams
        • Ading an object by drag & drop
        • Adding simultaneously several objects by drag & drop
        • Adding an object from the diagram inserting bar
        • Adding an object from an object inserting toolbar
        • Adding several objects of the same type
        • 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
        • Modifying the text characteristics of an object shape
        • Updating the text of shapes
        • Modifying the position of the text field of an object
      • Using the Pools: Improving Graphical Presentation
        • Creating a pool
        • Adding a participant to a pool
        • Adding a Participant next to a 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
    • Managing Texts
      • 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
    • Managing Graphic Objects
      • Creating Graphic Objects
      • Cut, Copy, Paste
      • Modifying a Shape Fill
        • Defining the color of a shape
        • Defining a color gradient or a pattern to a shape
        • Managing transparency
      • Modifying a Shape Border
    • Handling Elements
      • 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 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
        • To send 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 an element
        • Resizing with proportions
        • Resizing with comparison to another element size
      • Using the Grid
        • Showing the grid
        • Activating the grid
        • Configuring the grid display
    • Handling Lines
      • 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
    • Handling a Diagram
      • Zooming
        • Zooming in a diagram
        • Precise zooming in a diagram
      • Moving a Diagram
      • Handling 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
        • Specifying the layout parameters
        • Layout limitations
      • Printing a Diagram
      • Exporting Diagrams to PowerPoint
    • Comparing Diagrams
      • Diagram Comparison
      • Comparing a Diagram
      • Modifying the Comparison Display
    • Deleting a Diagram
  • Building a diagram in tabular entry mode
    • Tabular entry mode principles
      • Using tabular entry mode
      • Defining the diagram opening mode
        • Creating a diagram in tabular entry mode
        • Modifying the diagram edition mode
      • Overview of functionalities
        • Title banner
        • Filter tabs
        • Tab content
      • Previewing the diagram
      • Diagram types with tabular entry mode
    • Building a diagram using tabular entry mode
      • Creating objects in tabular entry mode
        • Creating an object in tabular entry mode
        • Creating an object from a table object
        • Creating several objects of the same type in tabular entry mode
      • Creating connections in tabular entry mode
      • Removing and deleting an object using tabular entry mode
      • Creating BPMN participants using tabular entry mode
        • Creating a participant inside a described object
        • Creating a participant outside a described object
      • Updating an organizational chart using tabular entry mode
• Using the Repository
  • Handling Repository Objects
    • Defining Object Properties
      • Accessing Object Properties
        • Accessing the properties in HOPEX
        • Displaying the object properties in a new browser tab
      • Handling Object Property Pages
    • Managing Object Comments
      • Entering Object Comments
      • Text Formatting
      • Inserting object names in comments
    • Managing objects
      • 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
        • Duplicating objects
        • Naming duplicated objects
        • Selecting the duplication strategy
        • Duplicating in another library
        • Duplicated object names in a multilingual environment
    • Managing Favorites
      • Adding an Object to Favorites
        • Adding an object to favorites
        • Adding several objects of a list to favorites
        • Mass adding objects to favorites
      • Accessing Favorites
        • Accessing favorites
      • Organizing your Favorites
        • Creating a sub-folder of favorites
        • Classifying a favorite in a sub-folder
      • Removing an Object from Favorites
    • Using the History
      • Accessing the History
      • Accessing the History of an Object
    • Naming Objects
      • Object Name Restrictions
        • Length
        • Authorized characters
        • Limitation
      • Local Name / "Long" Name
      • Searching an Object Type with the Local Name
    • Using 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 comments 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
      • 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 variants history
      • Finding the Variations of an Object
      • Variation Reports
    • Object Versions
      • Activating Object Version Management
      • Creating an Object Version
  • 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
  • Exploring the repository
    • The Explorer
      • Activating the Explorer
      • Exploring an Object
        • Viewing repository objects
        • Viewing the impacts of the object on other objects
        • Displaying unused links
        • Exploring other objects
      • Modifying the Repository with the Explorer
        • Creating objects
        • Copying and pasting objects
        • Connecting, disconnecting and deleting objects
        • Modifying object properties
    • Matrices
      • Accessing Matrices
      • Specifying Matrix Content
    • Consistency Rules
      • 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
  • Exchanging Data with Excel
    • The Excel Import/Export Wizards
      • Import Wizard
      • Export Wizard
      • Checking the Excel Import/Export Options
        • Checking the export Excel import access options
        • Checking the Excel import/export usage options
    • Using the Excel Import Wizard
      • Launching the Excel Import Wizard
      • Importing a Predefined Template File
      • Importing Excel data in HOPEX
      • Import error file
    • Using the Excel Export Wizard
      • Launching the Excel Export Wizard
        • Accessing the Excel export wizard
        • Defining the export file template
      • Defining Excel Export File Parameters
        • Excel file configuration example
        • Creating an Excel worksheet
      • Selecting Objects to Export in Excel Format
      • Running an Excel Export
        • Example of generated files
      • Data Processed by the Excel Import/Export Wizard
        • Product view
        • Managing links and link attributes
        • Example of how to use MetaAssociationEnds with cardinality of 1
        • Managing non-modifiable data
    • Creating Predefined Excel Template Files(Windows Front-End)
      • Creating Excel Template Files
      • Creating Excel Template Worksheets
      • Using Macros in Excel Import/Export Files
• Managing Documentation
  • Generating Documentation
    • Introduction to Documentation
      • Documentation Tools
      • Documents Generated from the Repository
    • Generating Analysis Reports
      • Structure of an Analysis Report
        • Accessing report properties
      • 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
      • Using the Content of an Analysis Report
        • Refreshing the content of an analysis report
        • Saving the content of an analysis report
        • Exporting an analysis report in PDF or Excel Format
        • Viewing the details of a data series
      • Hiding a report chapter
    • Managing Report DataSets
      • Introduction to Report DataSets
        • Report DataSet
        • Report DataSet Definiton
        • Accessing Report DataSets
        • Accessing a Report DataSet properties
        • Displaying a Report DataSet properties in a new tab
        • Properties of a Report DataSet
      • Creating a Report DataSet
      • 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
        • 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
        • Bubble chart (Multidimensional)–type instant report
        • Heatmap chart–type instant report
        • Word cloud type instant report
        • Time type instant report
        • Environment graph type instant report: Exchanges between applications
        • Environment graph type report: Application Environment Graph
      • Launching an Instant Report
        • Launching an instant report from a list
        • Launching an instant report from a Report DataSet
        • Launching several instant reports in parallel from a Report DataSet
      • 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
        • Getting the list of objects contained in an instant report part
        • Displaying the properties of an object contained in an instant report
        • Hiding a data series
        • Displaying the graph in full page
      • Saving an Instant Report as a Report
      • Adding an Instant Report to Your Dashboard
      • Adding an Instant Report to Your Home Page
    • Managing Your Reports
      • Report View Types
      • Customizing a Report Style
      • Adding a Comment to a Report
      • Modifying the Report Parameters
      • Customizing a Report Chart Display
        • Modifying the content of a report chapter chart
        • Modifying the font of a report chapter chart
        • Modifying the style of a report chapter chart
        • Modifying the style of labels
        • Modifying the legend style
        • Modifying the style of parameters in a report chapter
        • Modifying the style for export
      • Resetting the Customization of the Report Settings
        • Resetting the parameter value of the report chapter
        • Resetting all the report customization
      • Managing Report Styles
        • Creating a report style
        • Applying a style to your report
    • Handling your Reports
      • Handling a Report
        • Displaying a report chart in full page
        • Displaying a report in a browser tab
        • Updating a report
        • Obtaining the list of objects from a data series
        • Hiding a data series
        • Displaying the properties of an object contained in a report
      • 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 Table or Matrix Display
        • Modifying the content of a report chapter table or matrix
      • Handling a Bubble Chart
        • Modifying the bubble style in a bubble chart
        • Improving a bubble chart readability
        • Zooming in and moving through a bubble chart
      • Handling a Dendrogram
        • Improving a dendrogram readability
        • Displaying the dendrogram in full page
        • Zooming in and moving through a dendrogram
      • Handling a Graph
        • Modifying an object style in a graph
        • Modifying the style of a graph of a report chapter
        • 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
      • Handling a Treemap
        • Customizing a treemap display
        • Modifying a treemap colors
        • Modifying the text display in boxes
        • Example of a Report Template showing a treemap
      • Handling a Breakdown Report
        • Customizing a breakdown report display
        • 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 Features in your Reports
      • Defining your Report Formats
    • Managing MS Word Reports
      • MS Word Reports
        • Content
        • Specificities
      • Creating an MS Word report in HOPEX
      • Accessing MS Word reports concerning an object
    • Generating a Web Site
      • Web Site Generation Prerequisites
      • Managing and Scheduling Web Site Generation
        • Accessing the generated web site
      • Web Site Folders and Files
  • Using External References
    • Creating an External Reference
      • Creating an External Reference Connected to an Object
    • 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
      • Business Document Patterns
        • Classification
        • Confidentiality and reading access
      • Accessing Business Documents
    • Managing Business Documents
      • Creating Business Documents
      • Managing Business Document Content
        • Updating business documents
        • Managing business document versions
      • Referencing Business Documents
      • Deleting Business Documents
• Using Collaboration Tools
  • Communicating in HOPEX
    • Access to Collaboration in HOPEX
      • Accessing a Collaboration Feature
      • Accessing Collaboration Information on an Object
    • Review Notes
      • 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 (HOPEX Explorer)
      • 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
    • 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
        • Using the tags in the quick search tool
    • 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
      • Sharing your breadcrumb
      • Managing Ideas
    • 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
        • No Longer Receive 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 object
    • Working in a Collaborative Workspace
      • Overview
        • Prerequisite: Collaborative workspace option activation
        • Collaborative workspace participant access level
        • Collaborative workspace states
      • Creating a Collaborative Workspace
      • Adding a Person to a Collaborative Workspace
      • Removing a Participant from a Collaborative Workspace
      • Modifying the Collaborative Workspace Access Level of a Participant
      • Modifying the Collaborative Workspace Properties
        • Accessing collaborative workspace properties
        • Modifying the collaborative workspace comment
      • Modifying an Object in a Collaborative Workspace
      • Working in a Collaborative Workspace
        • Connecting to a collaborative workspace
        • Communicating the work progress in the collaborative workspace
        • Forcing end of work for all of the participants
        • 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
    • 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 Validation Request Workflow
        • Requesting validation
        • Validating the object
        • Refusing object validation
      • Using 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
  • Using Sketches
    • Sketching with HOPEX
    • Drawing a Sketch with HOPEX
      • Creating a new sketch
      • Creating a sketching diagram from a sketch
      • Modifying the position of a sketching item name
      • Connecting a sketching item with a repository object
      • Creating an Organizational Process from a sketch
  • 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
• Managing Assessments
  • Assessments
    • 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
    • Managing Assessment Templates
      • Accessing Assessment Templates
      • Creating an Assessment Template
        • Specifying the assessment mode
        • Defining assessment scope
      • Selecting the Object Types to Assess
      • Managing Assessed Characteristics
        • Creating an assessed characteristic
        • How to update the characteristic
      • Specify Assessment Template Scope
        • Creating assessment deployment collections
        • Deployment Collection Filling Mode
      • Defining Deployment Query Parameters
        • Creating a deployment query parameter
        • Managing parameter values
      • Managing Scoring Rules
        • Creating scoring rules
        • Using macros
      • Aggregation Schemas
        • Aggregation Schema Principle
        • Aggregation Schema Example
        • Creating an aggregation schema
  • Managing Questionnaire Templates
    • Managing 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
    • Configuring the Questionnaire Template
      • Defining Questionnaire Template Properties
        • General properties
        • Question layout
      • Defining Questions Properties
    • 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
    • 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 the Questionnaire Level
      • Defining Trigger Conditions
      • Defining Trigger Actions
        • Set Value
        • Copy Value
        • Define Expression
    • Defining Answer Computation Rules
      • Creating Scoring Rules
      • Using Macros
        • Creating a macro
        • Examples of macros used in HOPEX IRM
    • FAQ and Tips
  • Managing Assessment Campaigns
    • Introduction to Assessment by Campaign
      • What is assessment?
      • Assessment sessions and campaigns
      • Questionnaire templates and questionnaires
      • Quotation rules
      • Aggregation schemas
    • Accessing Assessment Templates
    • Creating an Assessment Campaign
    • Creating an Assessment Session
      • Session start options
    • Following Up Assessment
      • Consulting Session Results
      • Validating Assessment Questionnaires
      • Asking a respondent to modify answers
      • Reassigning questionnaires
      • Closing the Assessment Session
    • Assessment Workflows
      • Questionnaire Workflow
      • Assessment Session Workflow
• 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
  • 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 Specification
    • 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