Configuring Process Navigator

This section describes in detail the preparation required by the business analyst before creating the end-to-end process map.

Starting Process Navigator and Configuring Process Navigator

To start Process Navigator, select Start > All Programs > Triaster Process Library > Triaster Process Navigator.
 
To configure Process Navigator, select Tools > Options.  The dialog below will appear.

Map Locations

 
It is important to ensure that the map locations are set within Process Navigator. This enables the user to identify where the maps will be stored. The Multi-Map Root is the location where Process Navigator will look for maps. If the maps are located outside of the Multi-Map Root, Process Navigator will not be able to access the maps.

This tab also enables the user to specify where the maps published to HTML will be stored. In addition, the user can select the location where Process Navigator will look to find the transform files to be used for Other Reports. To find out more about transforms, please see Other Reports.

To specify the location for Process Navigator to store the HTML publications, select ‘Intranet’, click Modify and browse to a specific folder.

To set the root-folder of the Multi-Map, select ‘Multi-Map Root’, click Modify and browse to the folder where your maps are stored.

To set the location for Process Navigator to look for transforms, select Transforms, click Modify and browse to the folder where your transform files are stored.

NOTE: By default, transforms that are supplied by the Process Navigator installation will be stored at C:\Program Files\Triaster\Process Navigator\Transforms.

Off-Page Connectors

Please refer to Refresh Off-Page Connectors section for a further description.

Off Page Connector Style

Process Navigator gives you the option of two styles of Off-Page Connectors: Multiple Off-Page Connectors and Single Off-Page Connectors.

Multiple Off-Page Connectors

Multiple Off-Page Connectors will place multiple Off-Page Connectors on a Deliverable, each one having a single hyperlink. There is a limit of eight Input and eight Output Off-Page Connectors per Deliverable, and this is due to the size of the Deliverable shape.

 
NOTE: If you believe you may encounter a Deliverable that might have more than eight Off-Page Connectors, then we recommend you select the Single Off-Page Connector with Multiple Hyperlinks option.

Single Off-Page Connector with Multiple Hyperlinks

The Single Off-Page Connector option places a single Off-Page Connector on the Deliverable which can have multiple hyperlinks. The number in the Off-Page Connector gives the number of hyperlinks to other pages. It can be used where there are more than eight links.

 

Enforce Level Matching

This option, selected by default, ensures that Off-Page Connectors link along process levels (e.g. a Deliverable on a Level 2 map will only link through to another Deliverable on a Level 2 Map). However, on occasion you may decide that you would like to link between process levels so you would deselect this option.

Off-Page Connector Link Criteria

Match on Deliverable Name Only

This is the default option where Off-Page Connectors are only added when the text of Input or Output Deliverables is the same.
 
Match on Deliverable Off-Page Link Reference Property Only

This option forces Process Navigator to check for the existence of an alternative Deliverable property (Off-Page Link Reference) and use the value of the property in the matching algorithm instead of the Deliverables’ text.
This is typically used in the multi-lingual environments or where it is difficult to gain a common, shared naming scheme for Deliverables. Please refer to Refresh Off-Page Connectors for more information.
 
To set Enable Match by Property, tick the Enable Match by Property option and then select OK.

To store the Off-Page Link Reference, please refer to Enable Match by Property

Match on Both Deliverable Name and Off-Page Link Reference Property

Selecting this option will enable Off-Page Connectors to be added based first on Deliverable name and then on the Link Reference property.

Reports

Reports are saved in the folder specified in the Reports Location field.

Click Browse to select a folder from a browse dialog.

 
 
The ‘Field specification file’ field allows you to browse to a properties.txt file which dictates what fields appear in a report. On-Line Resources on page Error! Bookmark not defined. references an article that explains how the field specification file can be customised to suit your own reporting requirements.

To select the file, click the Browse button to the right of the field and select the file or type in the full path and filename of the file directly in the field itself.

The ‘Style sheet file’ field allows you to specify the cascading style sheet used for report publication.

To select the style sheet file, click the Browse button to the right of the field and select the file or type in the full path and filename of the file directly in the field itself.

The check-box ‘Use relative path to style sheet’ uses relative paths to the selected style sheet rather than full paths. Use this option when you expect to keep reports in the same location relative to the style sheet but not always in the same absolute location. Turn the option off if you are very confident that wherever the report will be copied to, the path to the style sheet will always be correct.

The final option enables you to select where the user information fields appear in the report.

Select ‘Header’ to see user information at the top of the report, ‘Footer’ to see it at the bottom, or ‘Exclude’ to turn off the display of user information.

User Information

The User Information tab is used to identify who is using the software. This information is used to display the analyst’s contact details on reports.

Command Line Automation


 
Please refer to Command Line Automation

Generate Maps

 
Generate Maps from Excel or XML - Maximum number of Non Triaster shapes to import before import is blocked
 
Enter a numeric value to specify the number of Excel entries that do not have a valid Triaster shape name before an import is blocked.
 
Generate Maps from Excel or XML - Show confirmation dialog box
This tick box will determine whether or not you are prompted for confirmation when you ask to refresh from Excel.
 

Import Properties


 
Import Properties from Excel - Show confirmation dialog box
This tick box will determine whether or not you are prompted for confirmation when you ask to refresh from Excel.
 
Import Properties - Create new value when property is zero
This tick box will determine whether an Excel property cell will be imported when it's value is equal to 0 when importing a new property, when the property is present on the shape already then the property will still be changed to 0.
 

Export to Excel

 
Export to Excel or XML - Block export for files containing Non-Triaster Shapes
This tick box controls if a file containing non Triaster shapes will be exported to Excel. If this box is ticked the file will be skipped from the export. If it is not ticked the non Triaster shapes will be removed from the file upon export.
 
Export to Excel or XML - Enforce data types using the following Properties.xml file
Enter the address of your properties.xml file in this field, providing it has the required fields filled in for this feature as specified in the following known issue.

Export to Project

 
Default Version of Microsoft Project - 2010
 
Selecting this option will configure the Export to Project feature to export the process maps to Microsoft Project 2010 format.
 
Default Version of Microsoft Project - 2007 and 2003
Selecting this option will configure the Export to Project feature to export the process maps to Microsoft Project 2007 and 2003 format.
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