HOPEX Desktop
Accessing HOPEX
Interface Presentation
HOPEX Desktops
Homepage
Interface Elements
Working in HOPEX
Customizing your HOPEX Desktop
Customizing your Dashboard
Accessing your options
Extending the Visibility (Metamodel or Advanced Features)
Lists and trees
Handling Lists
Handling Trees
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 in a Tree
Actions on an Object in a Diagram
Search
Introduction to Searches
Using the Search Tool to Connect Objects
Full-text Search
Displaying the Full-Text Search Results in Details
Filters
Full-text search syntax
Advanced Search
Advanced Search Tool Introduction
Configuring the Search Tools
Quick search
Search with a Registered Query
Search in ERQL mode
Diagrams
Diagram Creation and Edition
Introduction to Diagrams
Creating and Editing Diagrams
Creating Diagrams
Opening Diagrams
Deleting a diagram
Editing diagrams
Accessing Diagram Edition
Diagram Edition Tools
Diagrams in Tabular Entry Mode
Access to Tabular mode
General display of Tabular entry mode
Tabular mode actions
Tabular mode Options
Sketches
Drawing a Sketch with HOPEX
Diagram Elements
Objects in a Diagram
Adding Objects to Diagrams
Handling Links Between Objects
Removing and Deleting an Object from a Diagram
Object Status Indicators
Modifying the Shape of an Object
Using Pools: Improving Graphical Presentation
Configuring the Object Types (Views) and Details of a Diagram
Texts in a Diagram
Inserting a Note in a Diagram
Inserting a Title or a Title Block
Adding an External Reference to a Diagram
Graphic Elements
Modifying a Shape Fill
Modifying a Shape Border
Lines in a Diagram
Drawing Lines
Moving Line Segments
Centering Attachment Points
Reversing the Angle Position of an Orthogonal Line
Modifying a Line Style
Configuring Bridges
Working with Diagrams
Element Handling
Adding Space between Elements
Selecting Elements
Moving Elements
Ordering Elements
Aligning Elements
Distributing Elements Equally
Resizing Elements in a Diagram
Using the Grid
Diagram Handling
Opening a Diagram in Edit Mode
Displaying Diagram Thumbnail in a Diagram
Defining the Diagram Layout
Exporting Diagrams to PowerPoint
Comparing Diagrams
Repository
Handling Repository Objects
Object Properties
The Card of an Object
Handling Object Property Pages
Object Comments
Text Formatting
Inserting Object Names in Comments
Objects
Undoing or Redoing Actions on Objects
Duplicating Objects
Favorites
Using the History
Naming Objects
Object Name Restrictions
Using HOPEX in a Multilingual Context
Using Automatic Translation for Data
Object Variations
Activating Variations
Creating a Variation of an Object
Variation modeling rules
Variation Inheritance
Finding the Variations of an Object
Variation Reports
Object Versions
Creating Object Versions
Accessing Object Versions
Enterprises and libraries
About Containers
Introduction to Building Blocks and Their Container
Defining the Scope of a Container
Analyzing Container Dependency Errors
Using Libraries
Using Enterprises
Data Exchange with Excel
Introduction
Options for Data Exchange through Excel
Data Import via Excel
Import Errors Report
Data Export via Excel
Accessing the Excel Export Wizard
Defining the export file type
Using an export template
Creating a New Export File
Parameterizing the Export File
Selecting Objects to Export
Running an Excel Export
Exporting an Object List to Excel
Data Processed by the Excel Import/Export Wizard
Documentation
Generating Documentation
Introduction to Documentation
Report Structure
Report Rendering Types
Generating Reports
Accessing Reports
Creating a Report
Managing Report DataSets
Creating a Report DataSet
Configuring and Using a Report DataSet
Managing Instant Reports
Instant Report Types and Examples
Launching an Instant Report
Managing the Data of a Table-type Instant Report (Report DataSet)
Saving an Instant Report as a Report
Handling an Instant Report
Adding an Instant Report to Your Dashboard
Managing Reports
Managing Report Properties
Save a Report
Customizing a Report Style
Modifying the Report Parameters
Customizing a Report Chart Display
Resetting the Customization of the Report Settings
Managing Report Styles
Handling Reports
Handling a Report
Handling a Bar Chart or Line Chart
Customizing a Pie Chart Display
Customizing a Table or Matrix Display
Handling a Bubble Chart
Handling a Dendrogram
Handling a Graph
Handling a Treemap
Handling a Breakdown Report
Handling a Heatmap
Handling a Chord Diagram
Managing Report Options
Activating Dashboard Option
Managing MS Word Reports
MS Word Reports
Creating an MS Word report in HOPEX
Accessing MS Word Reports Related to an object
Revising Reports MS Word
Approving the report MS Word revision
Creating a distribution list
Generating a Web Site
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
Using Business Documents
Business Documents Overview
Creating Business Documents
Managing Business Document Content
Deleting Business Documents
Collaboration Tools
Communicating in HOPEX
Access to Collaboration in HOPEX
Accessing a Collaboration Feature
Accessing collaboration features on an object
Review Notes
Actions Linked to the States of a Review Note
Accessing Review Notes
Adding a Review Note to an Object
Modifying a Review Note
Answering a Review Note
Modifying your answer to a Review Note
Validating a Review Note
Canceling the Validation of a Review Note
Closing a Review Note
Reopening a closed review note
Tags
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
Activity on Objects
Managing Activity on Objects (Macro Level)
Managing Activity on an Object (Micro Level)
Sharing with Other Users
Notifications
Managing the Object Follow-up
Managing your Notifications
Managing Your Alerts on Object Modification
Working in a Collaborative Workspace
Overview
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
Modifying an Object in a Collaborative Workspace
Working in a Collaborative Workspace
Using Workflows
Consulting Workflows
Starting a Workflow
Participating in a Workflow
Workflow Examples
Using Requests For Change
Using the Validation Request Workflow
Using the Unlocking Request Workflow
Using Action Plans
Using Action Plans
Entering Action Plan Information
Managing Actions
Action Plan Execution
Ensuring Action plan Follow-Up
Action Plan Reports
Action Plan Progress Report
Action Plans Summary Reports
Submitting and evaluating ideas
Idea Management Process
Submitting an Idea
Starting an Ideation Campaign
Campaign Workflow
Creating an Ideation Campaign
Examining an Idea
Validating or Rejecting an Idea
Assessments
Assessment Overview
Assessment Types and Modes in HOPEX
Data call
Managing Questionnaires
Using Excel to Fill in Questionnaires
Managing Assessment Templates
Managing Assessed Characteristics
Specify Assessment Template Scope
Defining Deployment Query Parameters
Managing Scoring Rules
Aggregation Schemas
Defining Questionnaire Templates
Managing Questionnaire Templates
Creating Questionnaire Templates
Configuring Questionnaire Templates
Questionnaire Presentation
Using Heatmap Questionnaires
Question Types
Enriching Questions Visually
Using Tooltips to Guide Respondents
Managing Conditions on Questions
Defining Conditions at the Questionnaire Level
Defining Trigger Conditions
Defining Trigger Actions
Defining Answer Computation Rules
FAQs
Managing Assessment Campaigns
Introduction to Assessment by Campaign
Accessing Assessment Templates
Assessment By Campaign
Presentation of the Assessment by Campaign
Assessment Campaign Workflow Steps
Creating an Assessment Campaign (with model)
Creating an Assessment Session
Deploying Assessment Campaigns
Defining assessment campaign scope
Planning Assessment Campaigns
Validating Assessment Campaigns
Deploying Assessment Sessions
Defining assessment session scope
Validating Assessment Sessions
Starting Assessment Sessions
Following Up Session and Questionnaire Progress
Assessment Workflows
Other Features
Enterprise Architecture (EA) projects in HOPEX
Accessing Enterprise Architecture (EA) projects
Describing an Enterprise Architecture (EA) Project
EA Project Objectives and Requirements
Objectives and Requirements
Objectives, Indicators and Requirements
Reminder: Objective, Indicator and Requirement
Objectives
Indicators
Requirements
Cause-and-Effect Diagram
Creating an Issue From an EA Project
Properties of an Issue
Creating a Cause-Effect Diagram from a Problem
Exploring the repository
The Explorer
Modifying the Repository with the Explorer
Matrices
Tools for Checking Objects
Repository snapshots
Creating Repository Snapshots
Compare-Align and Repository Snapshots
Import and Export (EN)
Visio Import Tool
Visio Import Principles
Running Visio Import
Visio Import Options
Visio Import Example
Optimizing Visio Import Results
BPMN Import Specification
BPMN Import Overview
BPMN/HOPEX Object Correspondence
BPMN Export
BPMN export overview
HOPEX/BPMN object correspondence
XPDL Export
XPDL export overview
MEGA/XPDL object correspondence
Export To TIBCO Business Studio