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Welcome
Introduction To Triaster Help
What's New?
What's New In 20.0?
What's New in 19.1?
What's New in 18.2?
What's New in 18.1?
How to use your Process Library
Tutorial for Users
Basic Process Library Concepts
Step 1: Home Page and Menu Pages
Step 2: A Process Map
Step 3: The Shapes
Step 4: Navigating the Maps
Step 5: Quick Search
Step 6: Using the Menus
Front End Basics
Quick Search
Home
Viewing Maps
Moving between Maps
Search
Advanced Search Terms
Search Maps
Search Maps by Role
Search Maps by Owner
Search Maps by System
Process Tree
Change History
Reports
Standard Reports
Improvement
Compare Sites
Improvement Launchpad
News
Print
Mobile Site
Process Navigator
Process Navigator Activation
Visio part
Tutorial for Mappers
Basic Process Mapping Concepts
Step 1: Starting a Process Map
Step 2: Naming the Node
Step 3: Adding the Shapes
Step 4: Connecting the Shapes
Step 5: Tidying Up
Step 6: Saving your Process Map
Step 7: Adding Data to the Shapes
Step 8: Drilling Down
Step 9: Linking to Maps
Step 10: Linking to Documents or other Resources
Working in Visio
Triaster and Process Navigator Tools Menus
Auto-Layout Positional Override
Mapping Options
General Tab
File Locations Tab
Drill-Down Tab
Tip Windows Tab
Software Control Tab
Working with Shapes
Introduction to Shapes
Triaster Process Map Stencil
Adding, Naming and Connecting Shapes
User Properties
Nodes
Node Properties Window
Activities
Decisions
Activity Drilldown
Activity Properties Window
Deliverables
Deliverable Properties Window
Parent and Children Deliverables
Orphans
Off-Page Connectors
Collapsing Deliverables
Hyperlinks
Feedback E-mails
Swimlanes
Working with Maps
Minimum Mapping Standards
Fitting an Extra column of shapes on a page
Visio Keyboard Shortcuts
Troubleshooting Visio part
Connectors Do Not Glue or Route Correctly
Connectors Appear to Run Through Text
Error message appears when editing a Map in Visio
Map Control Console
Tutorial for Analysts
A First Look at Multi-Maps
Step 1: Loading the Files
Step 2: Checking for and resolving Mismatched Deliverables
Step 3: Linking the Maps
Step 4: Generating the Next Level
Map Control Console Basics
Introduction to the Map Control Console
Processing Scope
Absolute or Relative Hyperlinks
Working with Files
Process Navigator's Components
Toolbar
Map Control Console Keyboard Shortcuts
Map Control Console Menus
File Menu
Enable Triaster in Selected (All) Maps
Generate Matching Rules File
Edit Menu
Replace Hyperlink
Replace Data
Replace Shape
Tools Menu
Options
Locations Tab
Off-Page Connectors Tab
Generate Maps Tab
Rollback Tab
Export to Excel Tab
Advanced Tab
End-to-End Diagrams Tab
Command Line Automation Tab
Map Maintenance Tab
Logging Tab
Process Metrics Tab
Mapping Options
General Tab
File Locations Tab
Drill-Down Tab
Tip Windows Tab
Software Control Tab
Task Sets
Create Task Set File
Run Task Set File
Unlock Selected Map Pending Approval
Re-attach Stencil
Multi-Map Menu
Refresh Off-Page Connectors
Using Level Offset
Generate Next Level
Generate Process Hierarchy
Generate End-to-End Diagram
Generate Planning Chart
Export
Database Wizard
HTML Wizard
Table of Contents Report
Process Navigator XML Hierarchy
Process Navigator XML Catalogue
Microsoft Office Project XML
Multiple/Single Microsoft Office Excel File(s)
Import
Generate Maps from Excel
Upgrade Maps to Visio 2013-2016 VSDM
Process Metrics Menu
Generate Process Status Report
Aggregation
What Happens in a Simulation?
Preparation Steps for Simulation
Running a Simulation
Generate Process Comparison Report
Display Properties
Save Default Process Metrics File
Customising Process Metrics
Data Managers Menu
Create New Data Manager
Edit Existing Data Manager Settings
Synchronise
View Menu
Reports Menu
Non Triaster Shapes Report
Feedback
Help Menu
Troubleshooting Map Control Console
Problems Loading Maps
Problems Opening Maps
Generate Next Level Not Working
Working in Excel
Minimum Requirements
Adding More Detail
Specifying Multiple Map Output Files
Exporting Non-Triaster Shapes
Ordering Shapes in Excel
Triaster Server
Tutorial for Authors
A Map Author's Role
Step 1: Preparing for Approval
Step 2: Updating after Rework from Approval
Step 3: Updating after Update Request from Review
Tutorial for Reviewers
A Reviewer's Role
Step 1: Receiving an Email requesting Review
Step 2: Logging on an Reviewer
Step 3: Record the Result of the Review
Tutorial for Approvers
An Approver's Role
Step 1: Receiving an Email requesting Approval
Step 2: Logging on as Approver
Step 3: Approve or Reject Maps
Tutorial for Administrators
An Administrator's Role
Step 1: Logging on as Administator
Step 2: Publish the Maps
Step 3: Review the Published Maps
Step 4: Create the Menus
Triaster Server Basics
Introduction to the Triaster Server
The 3 Standard Sites
Structure of the Sites
Access Control
Publishing, Approving and Reviewing the Maps
Map Publication and Approval Process
Map Review Process
Administration Menu
Publish Maps
Publication
Publication Progress Viewer
Refresh Search
Library Management
Menu Editor
Understanding Menus
Understanding the Menu Editor
Adding a New Menu Item
Editing a Menu Item
Deleting a Menu Item
Custom Features
Working with the Menu XML File
Validation and Warning Messages
Library Explorer
Clone Site
Delete Site
Clone Library
Delete Library
(Server) Activation
Hyperlinks Report
Users
Changing Approvers and Reviewers on the maps
Configuration
Edit Configuration
Alerts
Approvals
General
Manage Themes
News
Print Tool
Publication Settings
Quick Search
Search Maps
Toolbar
Event Log
News Updates
Update News Page
Delete Proposals
Update Document Status
System Maintenance
Settings File
Search Files
Log Files
Clear Queue
File Manager
Upload a Map
Download a Map
Delete a Map
Upload Reports
Download Reports
Delete Reports
Download and Upload to the Mapstore
Download to the Mapstore
Upload to the Mapstore
Download and Upload Reports
Download Reports
Upload Reports
Approvals Menu
Edit Users
Approve Maps
Review Maps
Edit Authors
Edit Functions
Multi-Language Support
Setting Up The Language Translation Database
How To Use The Language Translation Database
Properties Editor
Understanding the Properties.xml File
Properties Editor Overview
Uploading A Properties File
Viewing the Menu
Changing the Menu
Viewing the Details Panel
Editing the Details
Downloading the Properties File
Validation and Error Messages
Technical
Google Analytics
Setting up the Project
Process Governance Framework
Properties File
Customising the Properties file
Using Properties to Show Compliance to a Standard
Reports
Adding and Deleting Reports
Customising Reports
Reports affected by Activity Properties
Reports affected by Deliverable Properties
Reports affected by Node Propertes
Setting up the Server
Minimum System Requirements
On-Premises Installations
Server Installation
Implementation
Folder Architecture for Triaster Server
Folder and File Permissions
Adding Basic Authentication
Setting Up a Split Server
Weblog Expert
Set up Weblog
Profile Definition
Log Files
Time Range
Tracking
Filters
Reports
Update Options
Set up a report schedule
Create individual analytical data reports
Weblog Glossary
Common Maintenance Tasks
Server Re-Activation After Expiration
Print Tool
Configure Print from Web Tool on 64-bit Windows
Change the default page size for the Print Tool in Triaster Server
Adding a New Page Size Option to the Print from Web Tool
Publication
Changing the Triaster Server Publication User
Troubleshooting Publication Issues
How to Create a Scheduled Publish
Enable or Disable Publication Notification E-mails
Publication task to set scope of maps loaded
Search
Setting Up Document Search
Setting Default Objects to Search for in process maps
Disclaimer
Add a disclaimer banner to a site
Edit disclaimer banner wording
Approvals
Alerts and Approvals Summary
Required properties for Alerts and Approvals
Configure Approval Types
Approval error for maps with single quotes in name
Approval Fails When There Is a Comma in a Map's File Path
Preparing for Auto Synchronisation
Infrastructure
Cleaning all Process Navigator entries from the registry
Manage the Identity of a Triaster Server
Separate the Administration Tool from a Web Server
Common Issues
Hyperlinks
Hyperlinks Appear Displaced
A blank page is displayed after a hyperlink is opened
Page cannot be found Error when executing a Hyperlink to a DocX File
Unexpected Authentication Prompts
Incorrect email client opens when clicking on feedback button
Old version of map displayed in webpage
Dead Visio process running after completion of publication
Absolute path name resolves to mapped drive
Internet Explorer Cannot Download File
Internet Explorer has restricted this file from showing active content
Setting the correct frameset for Published maps
Visio
Common Maintenance Tasks
Preparing to upgrade to Microsoft Visio 2013/2016
Configure Visio Process Navigator Registry
Remove load-time actions from a map
Background is the wrong size
Create a hyperlink shape from a Non-Triaster Shape
Visio Home Pages
Setting Up Visio for Process Navigator
Issues
Auto-layout not giving predicted results
Triaster Menu Disappears
Error - 'Maximum request length exceeded' when exporting search or report output to Excel
Error - COMException (0x86db0898)when opening map file
Error - Cannot Create ActiveX Component
Error - System.InvalidCastException error when opening a map from the Map Control Console
Visio Configures on Launch
Invalid Window Type for this Action
Error message appears when editing a Map in Visio
Open With Dialog Displayed when Running Process Navigator from the Start Menu
Object reference not set to an instance of an object when exporting to htm
Process Navigator Automation Behaviour is Missing
You have modified a signed project warning when Exporting to Visio
Setting up Process Navigator
Document Management
Manage Documents
Setting up Document Management
A Document Author's Tasks
Document Pre-Approval
Document Approval
Document Review
Documents Approvals
Pre-Approval Workflow
Approval Workflow
Review Workflow
Edit Document Types
Edit Business Areas
Maintaining the System
Create a new Theme
Getting Started
Compulsory Steps
CSS Files Overview
Applying a Logo
Logo Resize
Logo Location
Amending the Header
Resize the Header
Changing Header Colour
Removing or Changing the Strapline
Changing Font
Uploading a New Theme
Renaming Stencil and Template
Changing from VML to SVG Format
Miscellaneous
Enable Microsoft Links to Work with ADFS
ADFS configured Server Error 502
Keyoti Search Special Characters
Keyoti Index Fails to Complete
CloudOfferingandDropboxConflictFiles
Change Archive HTML Location
Forbidden text characters
Best Practice Document Management
Using Notepad++ to edit and check XML files
Dealing with the Mapping Edition In-Process Wrapper
Recreating a User's Visio Profile
Troubleshooting
Cannot Save Files in Mapstore
Unable to View Triaster Activation Server Webpage
Approved Maps Stuck in Prelive
Enabling Positional References And Photos In Menu Editor
Changing What The Help Button Links To
Disconnected Server Implementation
Triaster Server System Test
Process Frameworks
Overview
APQC
Troubleshooting
Activation
Unable to View Triaster Activation Server Webpage
Visio Part
Auto-layout not giving predicted results
Background is the wrong size
Cannot Save Files in Mapstore
Connectors Appear to Run Through Text
Connectors Do Not Glue or Route Correctly
Customised Stencil is not being displayed in Visio
Error - COMException (0x86db0898)when opening map file
Error - 'Maximum request length exceeded' when exporting search or report output to Excel
Error message appears when editing a Map in Visio
Invalid Window Type for this Action
Maps and Activities still have Triangles
Open With Dialog Displayed when Running Process Navigator from the Start Menu
Process Navigator Automation Behaviour is Missing
Triaster Tab Disappears
Visio Configures on Launch
You have modified a signed project warning when Exporting to Visio
Map Control Console
Cannot Create .vsdx file in Generate Next Level
Error - Cannot Create ActiveX Component
Error - System.InvalidCastException error when opening a map from the Map Control Console
Data Manager does not work or files revert back
Generate Next Level Not Working
Off-Page Connector Does Not Appear
Problems Loading Maps
Problems Opening Maps
Triaster Server
Search
Search Results show Incorrect Names
Publication
Dead Visio process running after completion of publication
Map Shows Wrong Level
Maps fail to Publish with Error message: The Given key was not present in the Dictionary
Maps Keep Being Published
New Maps fail to publish with Error Message: Object reference not set to an instance of an object
Off-Page Connectors Disappear or Reappear
Setting the correct frameset for Published maps
Troubleshooting Publication Issues
Approvals
After Approval New Approval Date is not shown
Approval Email received but Map Not in the List of Approvals
Approval error for maps with single quotes in name
Approval Fails When There Is a Comma in a Map's File Path
Approved Maps Stuck in Prelive
Cannot Approve Maps or Return Maps for Rework
Maps Ready For Approval Not Being Copied To Prelive
Hyperlinks
Page cannot be found Error when executing a Hyperlink to a DocX File
Reports
Deleted Reports have reappeared
Report not showing Approval Date
Reports using the incorrect date format
Other Problems
Absolute path name resolves to mapped drive
ADFS configured Server Error 502
Archive html is too big Can I delete it?
Feedback Button fails to work or opens wrong application
Front End Menus have unexpectedly changed
Internet Explorer Cannot Download File
Internet Explorer has restricted this file from showing active content
Library Explorer Not Linking To The Correct Library
Old version of map displayed in webpage
Request Entity is too Large
Unexpected Authentication Prompts
Glossary