Stages Documentation - 261

Manage Administrative Jobs

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Manage Administrative Jobs Some administrative jobs should be executed on a regular basis. For that purpose, administrative jobs like role assignments or data exports can be run automatically. Administrators can upload scripts via the Administration > Jobs

Stages AI Acknowledgements

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Stages AI Acknowledgements In order to use the AI features or the Stages Assistant, every user must accept the following acknowledgements: “This feature uses an artificial intelligence language model. UL Solutions is not responsible for the content it produces, which may be incomplete, inaccurate or outdated. This feature is not a substitute for advice from a qualified professional. You are responsible for independently verifying the information that you obtain through this feature.”

AI Configuration

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AI Configuration AI Feature Configuration: Chatbot Assistant and Content Generation Content generation must always be configured to use the AI features, while the chatbot itself is optional. However, if the chatbot is used, it requires content generation to be configured first.

Stages AI Data Privacy

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Stages AI Data Privacy Stages uses Microsoft Azure OpenAI services (Microsoft product name: Azure OpenAI in Foundry Models) to implement AI-enabled features such as generating process content and the Stages AI Assistant. The following models are used by default:

API-Tokens

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API-Tokens For an external application to connect with Stages, it needs a way to authenticate itself. This can be done with API-tokens. Server configuration / Setting the Token secret Stages generates its API tokens on the basis of a unique secret that can only be set by the Stages administrator. This should be a random string value with at least 32 characters. This value should be stored in the file conf/secret.properties like this:

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wip

Assign roles

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Assign roles Assigning roles is important in a process for back-checking and viewing individual responsibilities. It is used in project- or program-specific processes, not for the metamodel. To assign a role to a user: * Go to the specific role in the workspace

Autologin Deployment Guide

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Kerberos Autologin Autologin Deployment Guide Enable Support for Kerberos Autologin in Stages Setup Active Directory Configure JAAS and JGSS Support on the Stages Server Configuring the Browser

Autologin System Design

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Kerberos Autologin Autologin System Design The autologin mechanism implemented in Active Directory is based on the Kerberos standard. For HTTP authentication the SPNego token format (RFC4178) is used together with an extension to the HTTP protocol (RFC 4559). Kerberos requires a KDC (Key Distribution Center), which is configured by the Active Directory Management Utilities. Each member of the Active Directory maintains a trust relationship to the KDC. For Windows Clients, it is the Computer A…

Autologin System Requirements

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Kerberos Autologin Autologin System Requirements Client PC * The Client PC has to be a member of the Kerberos realm. Using Microsoft Active Directory, the name of the realm usually corresponds to the name of the Active Directory domain in capital letters. Example: if the company’s Active Directory domain name is “abc.com”, the name of the corresponding Kerberos realm is “ABC.COM”.

Windows Tools and Utilities

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Kerberos Autologin Windows Tools and Utilities The Windows Support Tools are located on every server installation CD, but with some versions of Windows they are not installed by default. Please search for a file named “suptools.msi” and install it. The installer package will depend on another file called “support.cab” inside the same directory.

How to change the password

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How to change the password To change your password, go to your user profile homepage, scroll down to Security and Privacy, and type your old as well as your new password. To make sure you are not mistyping the password and locking yourself out, you are asked for your new password twice.

Stages Assistant Configuration

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Stages Assistant Configuration The Stages Assistant is a chatbot that uses Generative AI to answer all kinds of questions using the process content defined in Stages. You can find more on its basic usage and functionality here. The sections below describe how to set up, train, and maintain the Stages Assistant.

Stages Assistant

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Stages Assistant The Stages Assistant is an AI-enabled chatbot that can answer a variety of questions about the processes managed in Stages. To access the Stages Assistant, click the icon in the top right corner from anywhere in Stages. The Assistant opens on the right side of the process content.

Stages Configuration

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ClearCase Integration Stages Configuration

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CMS Prefetch Configuration

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Configure the Stages Server CMS Prefetch Configuration The CMS prefetch is a Stages system service. It ensures that Stages displays up to date information of documents that are managed by an external configuration management system (CMS). Therefore the CMS prefetch is scheduled periodically to retrieve the latest revision information for all documents of active projects.

Create a New CMS Profile

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SharePoint Integration Create a New CMS Profile * Entering a Name for a CMS profile is optional. When a name is specified it will be displayed in forms where a document/file is associated with a CMS profile. * It is required to select a SharePoint Host (corresponds to a cms-host as defined in Config.xml).

Sharepoint Online

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Back to CMS Configuration Sharepoint Online You are able to connect Stages with SharePoint Online. A typical URL to SharePoint Online looks like: https://companyname.sharepoint.com/ Example Configuration

Migrate process interface handling

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Migrate process interface handling If you have used workspace groups to control process interfaces, you need to create workspace collections to group the workspaces that should continue to have interfaces between each other. Examples are * all modelling workspaces that will be integrated into standard process workspaces

Collector Data REST API

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Collector Data REST API The REST API feature provides a framework to create customized REST API endpoints each designed to serve a specific use case. This allows to extract structured information (JSON) from Stages for usage in external systems in a flexible, secure and easy-to-use way.

Compare Processes

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Compare Processes Stages allow users to compare different processes directly in the tool easily. Comparison can be started on the Process main page via the Compare menu. Watch this video to see how the process comparison works: You can compare different versions of one process and different processes, e.g., two process variants. B…

Manage Compliance

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Manage Compliance Development of complex products is always a regulated environment. Examples are standards set by governing bodies like the FAA or FDA, ISO or IEEE standards, quality, safety, security, environmental, or health standards, or market requirements like Automotive SPICE. Managing compliance with all relevant standards is a key aspect of process management.

LDAP Synchronization

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Configure the Stages Server LDAP Synchronization The Stages user database can be synchronized with various LDAP directory servers (e.g. OpenLDAP, Windows Active Directory). This allows password sharing among different systems. Detailed information about LDAP synchronization can be found in the Stages

Configuring the Browser

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Deployment Guide Configuring the Browser To use the autologin feature, a browser has to be configured to use SPNego authentication for trusted Intranet sites. Furthermore proxy usage for Intranet sites should be disabled. Firefox Open the Firefox configuration page by typing

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* Place the font file in the folder conf/fonts * Add the diagram.font property to your config.xml file in the following way: * Make sure your scriptconfig.js of the metamodel contains the following code line:

Configure JAAS and JGSS Support on the Stages Server

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Deployment Guide Configure JAAS and JGSS Support on the Stages Server Java Authentication and Authorization Service (JAAS) JAAS is a standard Java API, which has to be configured with your network settings. Please edit the provided example file conf/jaas.conf and replace the example values according to your network configuration:

Configure the Stages server

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Configure the Stages server Stages installation location The Stages installation location is referenced in this document as or $STAGES_ROOT which is the environment variable used by Stages to determine its base directory. The default location for

Configure additional languages

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Configure additional languages Stages comes with English, German and Chinese translations. Other languages can be added in the following way: * Edit conf/config.xml and add/edit the following property by adding the additional language, e.g. “ja

Multi language search indexing

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Multi language search indexing Attention! The file “element-mapping.json” gets overwritten on Stages updates. Create a backup copy if you want to save your work. For multi language support the following steps have to be executed: 1. Stop Stages and Stages Search

Check Process Consistency

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Check Process Consistency Process consistency is especially important when creating new processes. To perform consistency checks, go to Management > Process Versions and choose the Check Readiness operation from the context menu for the Working Version. These checks also run automatically when you click Add version to create a new process version.

Copy a Process

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Copy a Process A predefined process can be imported into another workspace using Copy process. 1. Create the workspace where the process has to be imported. 2. Next navigate to the Process tab in that workspace and select the Copy process function.

Create reports

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Stages V7.2 Create reports Reports are ... TBD

Create Custom Reference Models

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Create Custom Reference Models Reference Models Reference models are very similar normal Stages process, but typically use a different metamodel to define compliance requirements. Typically, a metamodel called TTO-Model for Standards (or similar) is already installed on every server, which is equipped to model Chapters and Requirements.

Alternating Table Row Color

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Alternating Table Row Color Instructions * Click on the table from the outline view. * Then on the properties editor, click the Highlight tab. * Click Add. (You will see three drop downs) * Just type row._rownum%2 in the first drop down.

Debugging of BIRT Scripts (File Based)

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Debugging of BIRT Scripts (File Based) This kind of debugging works under the following conditions: SystemLimitationsReport preview in the BIRT DesignerThe debugging results/files are accessible on the local computer.Report runs on Stages ServerThe debugging results/files are accessible only on the Stages server.

Debugging of Data Set Scripts (Dataset Based)

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Debugging of Data Set Scripts (Dataset Based) The following debugging mechanism can be used for Data Set scripts and Data collector scripts even if no Stages Server command line access is available. Instructions 1. Add a results column with the name 'debug' to your Data Set

Remove HTML Tags from Stages Element Descriptions within the Data Set Script

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Remove HTML Tags from Stages Element Descriptions within the Data Set Script The following function can be used for Data Set scripts and will remove all HTML tags. Instructions 1. Add the following javascript function to your Data Set script. function stripHTML(str){ var s=new String(str); var re= /<\S[^><]*>/g return s.replace(re, "") }

Retrieving the Parent Element Path

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Retrieving the Parent Element Path Function to Retrieve the Parent Element Path function getParent(myelement) { var path = ""; do { var parent = myelement.getEntities("hierarchy::HIERARCHIC@LOCAL,targetrole=parent"); if (parent[0].getProperty("IndexMode") == 1) { return (path); } if (path =="") path = parent[0].getProperty("DisplayName"); else path = parent[0].getProperty("DisplayName") + " | "+path; myelement = parent[0]; } while (parent[0].getProperty("IndexMode") != 1); ret…

Retrieving Property Key Values

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Retrieving Property Key Values This example shows how to retrieve the localization property message keys from Stages. properties_en = new Properties(); properties_de = new Properties(); stream_en = new FileInputStream("tomcat/webapps/pkit/WEB-INF/classes/ LocalPKit.properties"); stream_de = new FileInputStream("tomcat/webapps/pkit/WEB-INF/classes/ LocalPKit_de.properties"); properties_en.load(stream_en); properties_de.load(stream_de); stream_de.close(); stream_en.close(); /* Retrieve message…

Setting Data Source Login Credentials with XML File

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Setting Data Source Login Credentials with XML File To configure the Stages Data Source credentials like server url, user name and password it is recommended to use the following XML based method. Instructions 1. Create an XML file with the name PkitMetrics.xml with the following content:

Switch Context to Viewing User

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Switch Context to Viewing User Each dataset script is executed by default with the datasource user. That means that the report is fixed to one user regardless of the user who is executing the report in Stages. With the asCurrentUser.run() method, it is possible to switch the context to the viewing user (the user who is executing the report in Stages).

Accessing Report Parameter through a Data Set Script

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Accessing Report Parameter through a Data Set Script This example shows how to pass a report paramter to a Stages Data Set collection script. 1. Create a Report with a Stages Data Source and a Data Set 2. Create the following Data Set result columns:

Collecting External Data

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Collecting External Data Connecting a JDBC Database via Stages Data Source The Java Database Connectivity (JDBC) API provides universal data access from the Java programming language. Using the JDBC 3.0 API, you can access virtually any data source, from relational databases to spreadsheets and flat files. JDBC technology also provides a common base on which tools and alternate interfaces can be built.

Reading Data Collector Results

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Reading Data Collector Results To read the results that a data collector has written into the metric database, you can use the javascript funtion 'GetMetricResults'. Prerequisites: * An existing Data Collector * The Data Collector has collected some valid data.

Reading Issues from Stages

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Reading Issues from Stages This example reads all issues from the current project and returns a given number of columns. 1. Create a Report with a Stages Data Source and a Data Set. 2. Create the following Data Set result columns: NameType#idString

Reading MS Excel Files

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Reading MS Excel Files The used Java library POI Version 3.8 is able to read MS Excel files up to Version 2010. 1. Create a Report with a Stages Data Source 2. Create an Artifact and create and Artifact Instance (File) in Stages by uploading a MS Excel file.

Reading MS Project Files

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Reading MS Project Files The used Java library MPXJ Version 4.3 is able to read MS Project files up to Version 2010. 1. Create a Report with a Stages Data Source 2. Create an Artifact and create an Artifact Instance (File) in Stages by uploading a MS Project file.

Accessing Older File Version Content

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Accessing Older File Version Content 1. Use the report example from the MS Excel Example Report 2. Create a new version of the Artifact Instance (File) in Stages by uploading a changed MS Excel file. 3. Update the Data Set with 2 additional result columns: NameTypeAInteger

Reading Plain Text Files

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Reading Plain Text Files This example shows how to read data out of a CSV file which is controlled by Stages through a configuration management system. 1. Create a Report with a Stages Data Source and a Data Set 2. Create the following Data Set result columns:

Reading Attributes

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Reading Attributes Stages allows to configure attributes in the metamodel. Assume that the following attribute types are configured in your PKitConfig.xml file:

Creating an Annotation/Comment Report

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Creating an Annotation/Comment Report This example reads all annotations from all sub workspaces of the current one. 1. Create a report with a Stages Data Source and a Data Set. 2. Create the following Data Set result columns: NameTypeProjectString

Creating a Milestone Report

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Creating a Milestone Report This example creates a milestone overview report which shows all assigned documents of a milestone together with the document state and document version. 1. Create a Report with a Stages Data Source and a Data Set 2. Create the following Data Set result columns

Creating a Project List

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Creating a Project List This Data Set script creates a list of all available projects in Stages and returns the Project ID and the full path of the project. saveColumn(pkit.getRootProject()); getChilds(pkit.getRootProject()); function getChilds(project){ var myprojects = project.getEntities("hierarchy::hierarchic@LOCAL,targetrole=children"); for (var i=0;i

Creating a Role Report

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Creating a Role Report This example shows how to collect all roles in a process and their assigned users. 1. Create a Report with a Stages Data Source and a Data Set 2. Create the following Data Set result columns: NameTypeUsernameStringFullnameString

Reading Subprojects

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Reading Subprojects This example shows how to collect data from all projects (or all subprojects). 1. Create a report with a Stages Data Source and a Data Set. 2. Copy the Data Set script from the example into your Data Set. /* Iterate through all projects */ getChilds(pkit.getRootProject()); /* Iterate through all subprojects */ //getChilds(pkit.getCurrentProject()); function getChilds(project) { var myprojects = project.getEntities("hierarchy::hierarchic@LOCAL,targetrole=children"); fo…

Reading Process Information

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Reading Process Information Creating a Role Report Creating a Milestone Report Creating an Annotation/Comment Report Reading Attributes Reading Subprojects Creating a Project List

Reading File Content from a Stages CMS Profile

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Reading File Content from a Stages CMS Profile Reading MS Excel Files Reading Plain Text Files Reading MS Project Files Accessing Older File Version Content

Accessing Data

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Accessing Data Reading File Content from a Stages CMS Profile Reading Process Information Reading Issues from Stages Collecting External Data Accessing Report Parameter through a Data Set Script

Concepts

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Concepts Current Metric The current metri is a preview paramter for the Stages Data Set. For some function like pkit.getCurrentProject or some global variables like currentMetric the BIRT Designer need a preview location in the Stages Server. Note: The current metric is only used by the BIRT Designer and not by the Stages server.

Limitations

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Limitations This page describes the limitations of the Stages BIRT Designer compared to the Standard BIRT Designer. Drill Down Drill Down functionality from BIRT through separate reports is not supported by Stages. Notice: The root cause is that the Report design files (*.rptdesign) are stored in the process database and there is no

Use Cases

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Use Cases Data SourceTrend Information NeededDescriptionXML, Web Service, Flat file, JDBC databasesNO This is standard BIRT functionality. Please refer to the book “BIRT: A field Guide to Reporting” for more information. Note: Make sure that the server is running Stages can access the Data Sources from an IT point of view.

General Information

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General Information Stages Supports metrics and report by integrating the BIRT system (BIRT is an open source Eclipe-based reporting system that integrates your Java/J2EE application to produce reports, see http://www.eclipse.org/birt/). This guide describes the enhancements and additional plug-ins which will be delivered from us. Please refer to the following sources for BIRT specific information.

Creating Stages Data Collector

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Creating Stages Data Collector Create a Data Collector * Log into Stages as a user different to the superuser (administrator). * The user needs at least (RMC) permissions of the domain Reports and Data Collectors. * Note: Otherwise you cannot get the Data Collector running because the Data Collector is running in the context of the user who saved the collector the last time. For security reasons, the superuser context is disabled.

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importPackage( Packages.javax.xml.parsers); importPackage( Packages.org.xml.sax); importPackage( Packages.org.w3c.dom); importPackage( Packages.java.io); function load_document(file) { factory = DocumentBuilderFactory.newInstance(); builder = factory.newDocumentBuilder(); filestream = new FileInputStream( file ); document = builder.parse( new InputSource( filestream )); filestream.close(); return document; } function getTagValue(document, tagName) { nlist = document.getElementsByTagName(tagName)…

Creating Stages BIRT Reports: A Basic Example

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Creating Stages BIRT Reports: A Basic Example This section explains how to create a basic BIRT report that extracts information from Stages. Create a Report * The BIRT RCP Designer is started by executing the birt.exe * Select File –> New –> New Report

Customizing of the PkitMetrics.xml

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Customizing of the PkitMetrics.xml The PkitMetrics.xml comes with the Stages Installation (v.6 and higher) and is stored in the following directory: [Stages directory]\conf\metrics.xml In order to customize it, proceed with the following steps: *

Example for a Dataset Script

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Example for a Dataset Script This example illustrates how the Staes Javascript API is working. var artifacts = pkit.getCurrentProject().getEntities("containsProcess@SYSTEM") [0].getEntities("containsArtifact@SYSTEM"); for (i = 0; i

Installing the BIRT Designer

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Installing the BIRT Designer * Download the latest version from the Stages BIRT Designer from the Method Park download server. * Note: Please contact your support team to get a proper download link. * Create a folder somewhere on your computer.

Getting Started

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Getting Started Installing the BIRT Designer Customizing of the PkitMetrics.xml Creating Stages BIRT Reports: A Basic Example Creating Stages Data Collector Example for a Dataset Script

Known Issues

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Known Issues Problem with numreic result column names If using a data set containing a numeric result column name then this could cause problems, see * * Warning: Do not use numeric reult column names.

Configuration Properties

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Configuration Properties metrics.dataCollector.importPackages Default Value: java.util, java.lang, java.text, java.io, java.math, java.sql, java.net, java.util.regex, javax.xml.parsers, org.xml.sax, org.w3c.dom, javax.xml.xpath, net.sf.mpxj.reader, org.apache.poi.ss.usermodel

CronTrigger Examples

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CronTrigger Examples For those unfamiliar with “cron”, this means being able to create a firing schedule such as: “At 8:00am every Monday through Friday” or “At 1:30am every last Friday of the month”. Examples ExpressionMeaning“0 0 12 * * ?

Cron-Expression Reference

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Cron-Expression Reference Cron expressions provide the ability to specify complex time combinations such as “At 8:00am every Monday through Friday” or “At 1:30am every last Friday of the month”. Cron expressions are comprimsed of 6 required fields and one optimal field separated by a white space. The fields respectively are described as follows:

CronTriggers

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CronTriggers CronTrigger Examples Cron-Expression Reference

Dataset Methods

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Dataset Methods Description: The dataset class and its methods are used to store values in a Data Set/Data Collector script. These values can then be used in the BIRT Designer report or will be stored in the metric database. NameReturn ValueDescription

Global Variables

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Global Variables Description: Set of predefined global variables to be used in a Stages data set script or in a collector script. NameDescriptionpkitStarting handle to get process informationdataset Collector: returns the actual project Stages data set: not defined

POI Javascript Wrapper Functions

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POI Javascript Wrapper Functions These functions can be used to retrieve values from an Excel file using the Java POI library. function getNumericValue(sheet,row, col) { Row = sheet.getRow(row); if (Row != null) { Cell = Row.getCell(col); if (Cell != null) { return(Cell.getNumericCellValue()); } } return ""; } function getStringValue(sheet,row, col) { Row = sheet.getRow(row); Cell = Row.getCell(col); if (Cell != null) { if (Cell.getCellType() == Cell.CELL_TYPE_STRING) { return Ce…

Preloaded Java Packages

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Preloaded Java Packages NameDescriptionjava.utilContains the collections framework, legacy collectin classes, event model, date and time facilities, internationalization, and miscellaneous utility classes (a string tokenizer, a random-number generator, and a bit array).

References

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References CronTriggers Configuration Properties POI Javascript Wrapper Functions Global Variables Dataset Methods Preloaded Java Packages

Tips and Tricks

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Tips and Tricks Debugging of BIRT scripts (file based) Debugging of Data Set scripts (data based) Remove HTML tags from Stages element descriptions within the Data Set script Alternating table row color Setting Data Source Login credentials with XML file Retrieving the parent element path Retrieving the property key values Switch Context to Viewing User

Create Custom Reports

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Create Custom Reports General Information Getting Started Accessing Data Concepts Tips and Tricks References Known Issues

Add custom information to the dashboard support tile

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Add custom information to the dashboard support tile Add the following properties to your language *.properties files (global definition in conf/local.properties or metamodel specific in localization/*.properties) to provide custom information for the stages users.

Architecture

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Architecture Report Designer BIRT Report Designer. Desktop application which will be used to design the reports. The output is a XML Report Design file.XML Report Design This file will be uploaded on a Stages metric page. This file will be processed (rendered) by the Report Engine (part of the Stages distribution).

Use the Landing Page

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Use the Landing Page The landing page acts as the central hub for information and is accessible through the Home icon. It is global, so it will always show the same content, regardless of which workspace you are in. Typically landing page will be used to display your organization logo, as well as facilitate navigation to other pages in Stages by providing direct links or clickable images.

States and Quality Levels for Work Products

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

States and Quality Levels for Work Products A Work Product represents the artifact, outcome, or a deliverable created or consumed during the process. In the overall context of a process, a work product progresses through various states when handled by multiple activities. This state change can happen within a workflow or through the course of different workflows during the product or program lifecycle. For example, a work product like 'Software Project Plan' would iteratively go through a chang…

Use Description Templates

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Use Description Templates Description templates are useful to produce high-quality process content. With these templates, you can make it easier for modelers to keep a consistent structure when describing process content. Create Description Templates

Create and Edit Descriptions

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Create and Edit Descriptions Quick Reference Interface Concepts Content Migration References Known Limitations

Diagnose Problems

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Diagnose Problems To diagnose problems, a diagnostic report can be sent to the Stages Customer Care team for further processing. How to generate the diagnostic report Log in as a user with administrative privileges. In the Administration menu, scroll down to 'Further Information' and click on 'Runtime Information.' A PKS or PKS2 file is downloaded, that contains all information needed for diagnosis. The file is encrypted and can only be decrypted by the Customer Care team. Please send the PKS…

Create a New CMS Profile

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Dimensions Integration Create a New CMS Profile A CMS profile is required for working with Dimensions files in Stages. It defines access details for the repository location and additional settings. Steps: * Entering a Name for a CMS profile is optional. If no name is specified, a display name for the

Global CMS Properties

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Dimensions Configuration Global CMS Properties These following properties influence the general behavior of the Dimensions interface. The default values of the properties will be used if they are not explicitly defined and overwritten in the Dimensions cms-type section.

Host-specific Properties

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Dimensions Configuration Host-specific Properties DatabaseName * Default Value: N/A * Description: The name of the Dimensions database to connect to. DatabaseConnection * Default Value: N/A * Description: The name of the Dimensions database connection. User *

Host Sections

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Dimensions Configuration Host Sections For each Dimensions server that shall be accessible by Stages a cms-host section must be added to the Dimensions cms-type section in PKitConfig.xml. The defined hosts can be referenced in Stages CMS profiles. The following attributes can be dpecifies for a host whereas you have to provide values for the attribute ident and name.

Interface Configuration

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Dimensions Integration Interface Configuration The configuration is done in the Stages configuration file PKitConfig.xml. Dimensions interface properties are defined in the section “cms” (see example configuration below) were the cms interface types are defined that shall be used on the Stages server.

Known Limitations

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Dimensions Integration Known Limitations Only one request relationship type selectable * Description: In the same dialog where the state of the file is changed, request ids can be specified to which the file shall be related and the relationship type can be selected. Even though you can enter multiple request ids (commaseparated) you can only choose one releationship type for all of them.

Users and Permissions

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Dimensions Integration Users and Permissions Each user who performs Dimensions configuration management operations via Stages needs a Dimensions user account. The user will be prompted once for his Dimensions credentials when they are needed. After successful authentication, Stages reuses the credentials for subsequent operations of the user, until an authentication attempt fails.

Integrate with Dimensions

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Integrate with Dimensions Users and Permissions Interface Configuration * Global CMS Properties * Host Sections * Host-specific Properties Create a New CMS Profile Known Limitations

Document Lifecycles

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Configure the Stages Server Document Lifecycles Stages supports the application of document lifecycles on document instances. These lifecycles are configured in the process metamodel. For each document lifecycle, certain document states are defined, which can be illustrated by a color/style. The following is a section from the process metamodel. It specifies the usage of the color

Add Templates, Checklists and other Guidance Materials

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Add Templates, Checklists and other Guidance Materials Guidance material provides information on HOW to perform processes. It can come in different formats such as templates, checklists, training, tools, or practices. Associate the formats to the element types best-suited for that type. For example, practices typically explain how to perform an activity; templates usually pertain to work products.

How to add tables to process descriptions

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

How to add tables to process descriptions TBD: Tables with images: Images are only scaled down if a table width is specified If a table contains images and the table does not fit into the browser window, it is shown in the mobile view: TBD Mobile Table View

Anchors

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Anchors An anchor is used to point to a specific position in the text. You might link from the bottom of a long page to the top of the page, or link from an item in a Tabel of Contents to the corresponding item where it appears on the page. Create an Anchor

Concepts

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Concepts Copy and Paste Styles Tables Anchors Links Resources Directives Unmanaged Sections

Copy and Paste

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Copy and Paste When copying and pasting content from other sources (e.g Microsoft Word, Web Browser) all data is transfered to the Stages Server and a HTML validation is performed. The allowed HTML tags and the validation schema can be found in the related links.

Directives

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Directives Directives are used to either hide text content in the browser display view or in the print view. The following directives can be added to the text: IconDescriptionnodisplay -->Start of a no display section<--nodisplayEnd of a no display section

Interface

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Interface The Stages Editor consists of 4 main parts: * Toolbar- the section at the top of the editor containing grouped menu buttons that give you access to various functions of the Stages Editor. * Editing Area - the space below the toolbar where you type your text and add media.

Known Limitations

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Known Limitations ComponentDescriptionText Color PluginThe color picker for text coloring does not show correct color when reopening.

Links

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Links Element TypeLink TypeCommentProcess ElementsInternal LinkAll metamodel element types except of resources (see below) and annotations/comments can be linked.ResourcesInternal LinkThe following resource types can be linked: examples, checklists, internal checklists, arbitrary description, arbitrary file, prototype, and template.

Content Migration

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Content Migration Migration of text written in the old rich-text editor (Stages 5.x) can be performed in two ways: * on demand/step by step - this is the Stages Web method * bulk/all in one - this is the Stages Composer method Both methods use the same cleanup algorithms.

Quick Reference

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Quick Reference Keyboard Shortcuts Keyboard Shortcuts General Keyboard ShortcutDescriptionCtrl+SSave and close the Stages Editor Keyboard Shortcuts Navigation Keyboard ShortcutDescriptionHomeJumps to the beginning of the lineCtrl+HomeJumps to the beginning of the document

References

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

References Predefined Styles The following styles are predefined in the default installation: NameStyle idcss codeStandardpDefault paragraph stylingHeading 1h1 h1 { font-weight:bold; font-size: 125%; margin: 0.8em 0 0.5em 0; } Heading 2h2 h2 { font-weight:bold; font-size: 120%; margin: 0.8em 0 0.5em 0; }

Resources

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Resources Embedding a resource means that the content is visible in the description. It is not copied into the description. As soon as the embedded resource is changed all places where it is embedded will see the new content. The following resources are available to embed into a description text:

Styles

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Styles Styles are pre-defined combinations of various formatting options that make it easier to keep the presentation of the text uniform. Since a style often contains a number of features at once, when you want to customize the way a text fragment looks, you do not need to change a font, its size, or text and background color separetly.

Tables

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Tables In the description of an element, you can include tabular information. Simple tables are best; large and complex tables can be challenging to produce and consume on smaller devices and in print. Insert a Table * Press the Table button on the toolbar. The

Unmanaged Sections

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Unmanaged Sections Unmanaged Sections provide the ability to insert HTML code into a description text. They are called “unmanaged” because Stages does not validate this HTML code. Stages sends this code to the web browser unchanged. Considering IT security, this feature is disabled by default.

How to use Abbreviations for Element Names

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How to use Abbreviations for Element Names When to use abbreviations Edit abbreviations Implicitely create element abbreviations

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Not longer applicable

E-mail Notifications

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Configure the Stages Server E-mail Notifications The Stages e-mail notification service informs Stages users about Process Release tasks. A Stages administrator gets informed about the result of regular background tasks like the CMS prefetch. Before using this notification service, a few configuration parameters must be set in the

Enable Support for Kerberos Autologin in Stages

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Deployment Guide Enable Support for Kerberos Autologin in Stages By default, Autologin is configured to be off. To enable Kerberos Autologin, set the configuration properties “autologin.spnego.enabled” to “true”.

Manage process execution

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Stages V7.2 Manage process execution Execution Modern PLM and ALM tool chains can be used to execute parts of the engineering process. With Stages, these processes can be automatically deducted from a model-based approach. Specific PLM and ALM platforms can be automatically configured with project-specific processes which can be connected to data repositories. This allows the user to have transparency across multiple data sources and tools.

Manage file access

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Stages V7.2 Manage file access All files in the entire process do not pertain to certain roles or users so you can manage who has access to files. You can manage files under the management tab on the left-side menu. From here click the File Management tab. There are two sections for file management, work products and guidance.

Work with Files

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Stages V7.2 Work with Files Files in Stages can be very useful when working with guidance and work products. When on a work product page, the specific documentation that needs to be completed can be right in the folder with the job. Files in the guidance folder help the user understand the process in a deeper sense. On the specific work product or guidance page, there is a file section where you can add, download, upload, etc.

Create process content using AI

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Create process content using AI Using Generative AI, Stages can help to draft activity, role, and work product descriptions or create a first set of activities for a workflow. As a modeler, you can pick from a predefined set of templates and select the best matching option for the content Stages AI should generate for you.

Where to best store Checklists and Templates

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Where to best store Checklists and Templates There are two options where to store your checklists and templates. Upload them directly to Stages if you would like to * version and release them together with your processes * have full change control through Stages

This page has been replaced

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This page has been replaced Please see How to install Reference Models and update your bookmarks.

Import New Reports

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Import New Reports Stages supports metrics and reports by integrating the BIRT system. Typically these reports are designed and sent by the Method Park team. However, if desired there is also report training available. Create Report element To upload a new report navigate to Reports.

Import a Process

Anonymous (anonymous@undisclosed.example.com) — 2026-04-27T11:38:31+00:00

Import a Process A predefined process in zip file format can be imported into Stages using the Import feature. * Create the workspace where the process has to be imported. * Next navigate to the Process tab in that workspace and select the Import

Basic Installation

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Basic Installation Perform basic installation on Windows Download and install Java Development Kit 17 * see System Requirements for supported variants Database installation with MySQL 8.0 * Get MySQL database dump from Stages Support * Download MySQL Installer for MySQL 8.0

Instantiate a Process in a Workspace

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Instantiate a Process in a Workspace Process instantiation is using a standard process and tailoring it for a specific project, program, or team context. Some advantages of process instantiation are * The version of a process instance can be kept stable. Even if the standard process from which it was initially derived from is being updated, the instance will not be impacted until a decision is being made to update it to a newer version.

Process feedback in Jira

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Process feedback in Jira With this feature, users are able to provide feedback directly while navigating through the process. The feedback is created as a Jira item and can be triaged, planned, and tracked within Jira. Every generated Jira item contains a link back to the original process element where the feedback was being created, so full traceability of process change requests is assured.

Configure Kerberos Autologin

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Configure Kerberos Autologin WARNING: Starting with Stages 7.11, Kerberos Autologin (SPNEGO) is not supported anymore. Administrators are advised to migrate to the newer SAML Single Sign On system.

Frequently Asked Questions

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Kerberos Autologin Frequently Asked Questions Will SPNego work with HTTP proxies? No and yes. To avoid difficulties, this manual recommends to disable proxy usage for the Stages server via browser configuration. The problem is that the SPNego authentication headers might get modified or even be removed by a proxy. Furthermore a proxy has to take care of not sharing authenticated connections between several clients. There are proxy implementations which are capable of handling SPNego sessions…

Configuring Auto-Creation

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

LDAP Synchronization Configuring Auto-Creation With user auto-creation enabled it is possible to create new users automatically on the fly when they try to login into Stages even if a full synchronization has not been performed yet. Using the ondemandFilterthe user will be searched for in one of the LDAP repositories and if found automatically synchronized with the Stages user database. This way it is possible to increase synchronization intervals or make use of the “ondemand” synchronization…

LDAP Basics

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LDAP Synchronization LDAP Basics LDAP is the abbreviation of Lightweight Directory Access Protocol, a set of protocols for accessing information directories. It allows quick, efficient searches of directory services. LDAP is based on the standards contained within the X.500 standard, but is significantly simpler. Built around Internet technologies, LDAP makes it possible to easily update and query directory services over standard TCP/IP connections, and includes a host of powerful features, in…

Checklist for Customer Configuration

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

LDAP Synchronization Checklist for Customer Configuration This checklist contains the main subjects that need to be clarified in advance of a LDAP connection: * Which LDAP providers will be used and what is their URL (including port and base domain for user selection)?

Configuring Authentication

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

LDAP Synchronization Configuring Authentication Every user is authenticated against the LDAP directory server where it was synchronized from. For the synchronization it may be necessary to specify a certain LDAP user who will be used to connect to the LDAP directory server and to query that server. This user can be specified using the ldap-query-user tag.

Configuration of LDAP Directories to be Synchronized

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

LDAP Synchronization Configuration of LDAP Directories to be Synchronized URL Attribute Key Attribute Optional Attributes The ondemandFilter Attribute

Example Configurations

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Configure LDAP Example Configurations An example configuration followed by an explanation:

LDAP General Information

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

LDAP Configuration LDAP General Information Information about users, groups, and hosts of an organisation is usually stored in corporate directory systems. To implement a Single-Sign-On (SSO) policy or at least a Single-Password-Strategy, these systems are often used as single source, e.g. for user password information. Therefore it is reasonable to synchronize the Stages user database with these directory systems.

Getting Started

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

LDAP Synchronization Getting Started The synchronization of the Stages user database with a LDAP directory is configured in a specific section of the config.xml file. The LDAP configuration is defined in the ldap-provider tag section. The config.xml file can be found under:

Global LDAP Configuration

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

LDAP Synchronization Global LDAP Configuration In order to keep the user information in the Stages database up-to-date, synchronization with a LDAP directory server is a recurring process. Therefore the LDAP configuration starts with setting the refreshIntervalMinutes attribute specifying a minute interval between two synchronization runs.

Hints for Specific LDAP Server Products

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

LDAP Configuration Hints for Specific LDAP Server Products Microsoft Active Directory Server (ADS) When the standard ADS layout is used by the ADS administrator, user entries can be found in the “CN=Users“ part of the directory. For larger organizations, this section is normally divided into different subsections to increase scalability and manageability.

Key Attribute

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Configuration of LDAP Directories to be Synchronized Key Attribute Every object in a LDAP directory is uniquely identifiable by its distinguished name (DN). To specify a certain LDAP user entry for authentication purposes it is necessary to build up its distinguished name. Given the example above, the DN for a user entry could be:

Language Reference

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

LDAP Configuration Language Reference TBD

Log Information

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

LDAP Synchronization Log Information All modifications to the Stages user database caused by LDAP synchronization (creation, modification or deletion of user entries) are logged in a special logfile named “synchro.log“. This logfile is located in the same folder as the other Stages logfiles (i.e. Stages installation folder).

Mapping LDAP Attributes to Stages

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LDAP Synchronization Mapping LDAP Attributes to Stages LDAP user attributes are mapped to Stages user attributes during synchronization. The corresponding mapping tags are thereby nested in the ldap-provider tag, so that a valid specification structure looks as follows:

The ondemandFilter Attribute

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Configuration of LDAP Directories to be Synchronized The ondemandFilter Attribute This attribute is required for user auto-creation and/or on-demand synchronization mode. It allows the Stages system to query the LDAP server for specific users by their Stages login name. The attribute value a query filter like the searchFilter attribute, except that it is meant for unique queries.

Optional Attributes

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Configuration of LDAP Directories to be Synchronized Optional Attributes The defaultRoles Attribute The defaultRoles attribute is used to set whether a newly created user will automatically be assigned to the roles of the Stages “default“ user. To enable that behavior, the parameter has to be set to “true“. This feature is disabled by default.

Overview

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

LDAP Synchronization Overview Configuring LDAP is a customer specific task. Because LDAP directories can be structured arbitrarily regarding their directory tree layout, attribute names, and attribute values, configuring LDAP synchronization is very specific to each installation.

Configuring Synchronization via SSL

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

LDAP Synchronization Configuring Synchronization via SSL To enforce encrypted transmission for synchronization, SSL can be used as a transport protocol. This encrypts sensitive information (e.g. passwords) before transferring them over the network. Before using LDAP over SSL, the appropriate certificate of the LDAP server has to be added to the Java truststore. This certificate should first be exported into a DER format file.

LDAP Synchronization

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

LDAP Configuration LDAP Synchronization Overview LDAP Basics Getting Started Global LDAP Configuration Configuration of LDAP directories to be synchronized Mapping LDAP Attributes to Stages Selection of User Entries to be Synchronized Configuring Authentication Configuring Synchronization via SSL Configuring Auto-Creation Testing a LDAP Configuration Log Information Checklist for Customer Configuration

Testing a LDAP Configuration

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

LDAP Synchronization Testing a LDAP Configuration In order to test your LDAP configuration, e.g. after it has been modified, the synchronization attribute of the global ldap tag should be set to “nomodify“. The log file “synchro.log“ can then be analyzed for synchronization actions that would happen with synchronization enabled.

URL Attribute

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Configuration of LDAP Directories to be Synchronized URL Attribute The url attribute is used to set the LDAP URL of the server to be queried. The attribute is structured in the following way: ::/ The following table describes how to fill this schema with concrete values:

Useful Information

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

LDAP Configuration Useful Information Error codes and their causes: http://support.microsoft.com/kb/218185

Selection of User Entries to be Synchronized

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

LDAP Synchronization Selection of User Entries to be Synchronized If not all users of a specified LDAP directory should be synchronized with the Stages user database, it is possible to define match and ignore filters respectively. NOTE: Both match and ignore filters are applied after the users are retrieved from the LDAP directory. In order to limit the number of user entries transferred from the directory server, an appropriate search filter should be specified.

Configure LDAP

Anonymous (anonymous@undisclosed.example.com) — 2026-04-08T17:53:55+00:00

Configure LDAP User synchronization via LDAP is not supported anymore. Please migrate to SAML for single sign on.

Understand and Assign User Licenses

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Understand and Assign User Licenses Every user needs to be assigned to a specific user license to be able to use Stages. License Types The following license types are supported. Process Modeler (MODEL) * Model processes * Create and release process versions

Manage External Links to Process Content

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Manage External Links to Process Content It is possible to directly link to process content from outside of Stages (“deep links”). Simply copy the URL from the browser and put it in a document or web page. If the user is not logged in when following the link, the login dialog will show up. After a successful login, the respective co…

Local News Application Categories

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Configure the Stages Server Local News Application Categories The Stages news application categories can also be configured individually. That means, categories can be removed or new categories can be added. This is done in the Stages configuration file named /WEB-INF/conf/PKitConfig.xml

Local Style Customization

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Configure the Stages Server Local Style Customization TBD

How to handle elements in LOST+FOUND

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

How to handle elements in LOST+FOUND Root cause for LOST+FOUND If an process element is removed, but other objects—such as process elements, files, or user assignments—depend on that element and Stages did not receive an explicit order to delete them, those dependent objects are moved to LOST+FOUND to prevent them from being deleted.

Schedule and Manage System Maintenance

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Schedule and Manage System Maintenance Especially in large installations that cover a global user base, maintenance windows where Stages is not available need to be scheduled and announced to the users in advance. Maintenance can be announced via the

Manage Process Management Participants

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Manage Process Management Participants Similar to other process areas, it is recommended to structure process management organizations in a role-based manner, e.g. process owners, modelers, reviewers, or approvers. To avoid a terminology conflict with the normal process roles, the process management roles in Stages are called

Manage Process Release Automations

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Manage Process Release Automations Automations can be used for a varienty of purposes, for example to organize a controlled and documented review and approval of processes or process tailorings. Automations consist of states, participants, and the actual automation workflows. As participants can also be used for other purposes, they are

Manage users, groups, and permissions

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Manage users, groups, and permissions You can manage workspaces, users, groups and permissions from the administration tab on the left-side menu. Users Users can be added and settings can be changed from the users section of the administration tab. When the users tab is clicked a list of all users is displayed, but you can filter this to just the logged in users. Click the text box that says

Manage workspaces

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Stages V7.2 Manage workspaces You can manage workspaces, users, groups and permissions from the administration tab on the left-side menu. Workspaces Creating/editing workspaces is done through the workspaces tab in the administration tab on the left-side menu. You can also organize the different workspaces into different folders for easy accessibility.

Stages Managed Service

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Stages Managed Service The best option is to use Stages as a Managed Service. It removes any overhead for administration or troubleshooting and you can fully focus on generating business outcomes. Setup of Single Sign On For best user experience, the Stages Managed Service should be integrated with your existing Single Sign On (SSO) system, e.g. Microsoft AD/Azure, Okta, or other authentication systems using SAML.

Manage File Access

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Manage File Access Stages allows you to collaborate with users from within your organization as well as external stakeholders to conduct reviews. The nature of review will vary depending on the file and stakeholders involved. Routine files might require a simple document review, whereas other more complex processes might require a formal review process involving more stakeholders. In Stages, you can specify review lifecycle for a given workspace. You also have the flexibility to change it at wo…

Manage Landing Pages

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Manage Landing Pages A well designed landing page establishes an easier and more effective communication to users on how to navigate through process information in Stages. This is typically done by clickable images or even simple links alongwith textual descriptions. By customizing the landing page, organizations can communicate the big picture of their process landscape, as well as project or program specific information, or other information of choice.

Manage Process Versions

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Manage Process Versions Stages processes can be baselined by using the process version feature. A modeler will always be making changes in the working version of the process, while the end users will typically only be shown the baselined valid process version. Create a new version To create a new process verisons, navigate to Management > Process version and click or tap on the

Mandatory Manual Upgrade Steps for Version 7.4

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Mandatory Manual Upgrade Steps for Version 7.4 These actions need to be executed after upgrading to Stages 7.4 from previous Stages 7 versions: * Custom implementations of the de.methodpark.stages.fileservice.preset.logic.Suggestor need to be recompiled against this Stages version.

Mandatory Manual Upgrade Steps for Version 7.5

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Mandatory Manual Upgrade Steps for Version 7.5 These actions need to be executed before/after upgrading to Stages 7.5 from previous Stages 7 versions. General Recommendations Before Upgrading To be safe in case of any crashes/problems during the update,

Stages MCP Server (Beta)

Anonymous (anonymous@undisclosed.example.com) — 2026-04-22T07:47:35+00:00

Stages MCP Server (Beta) MCP (Model Context Protocol) has established itself as the universal way to connect LLMs (Large Language Models) and other AI systems with data sources. Through our MCP server, AI systems can access process data managed in Stages for various purposes and use cases.

Unified Configuration Metamodel Strategy

Anonymous (anonymous@undisclosed.example.com) — 2026-04-20T17:08:57+00:00

Unified Configuration Metamodel Strategy With the goal of supporting new process modeling best practices faster than before, while still keeping the number of metamodel variants low, we will support two standard metamodels going forward. This new strategy will be implemented with the

Model process content

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Model process content This section assumes that you are already familiar with navigation in Stages and understand process content. It is also assumed that you are starting with an empty workspace Click the process icon on left-side menu which directs you to the process home menu to begin. You can access a folder by clicking the specific folder on the left-side menu or on the bottom of the process home menu.

Using Parameters for Generic Processes

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Using Parameters for Generic Processes This feature is considered experimental and therefore can change without backwards compatibility. It is not available by default and has to be specifically enabled by a product consultant. Please understand the limitations of this feature described in the paragraph at the end of this page.

Model and Use Generic Processes

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Model and Use Generic Processes In different phases of product development cycle, some of the processes are repeated in various workflows. For example, joint review as a sub-process is executed to review different types of work product like a project plan, system design, etc. Although processes will differ, generic processes like review go through same steps to achieve the end result.

Model a Process

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Model a Process Modeling a process enables a clear and consistent definition of processes. It also helps to eliminate redundancies and identify inefficiencies. Since the processes are stored and updated under one umbrella, Stages provides a central hub for the entire organization to use and review the modeled processes.

Import processes into MS Project

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Import processes into MS Project Planning a project or program should be aligned with the defined process. After instantiating a process and tailoring it to the requirements of a project or program, the process data can be exported to planning tools like MS Project. For maximum flexibility, Stages can export the process data via a report to Excel, which can be directly imported into MS Project and similar planning tools.

Two factor authentication (2FA)

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Two factor authentication (2FA) For further improving the security of Stages we enforce the usage of two factor authentication by default for local user accounts that are usually used for administrative users like the Superuser. For SAML accounts the authentication methods are managed by your Identity Provider and not by Stages.

How to manage processes in multiple languages

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

How to manage processes in multiple languages Managing a process in multiple languages is an important asset when dealing with multilingual teams. It can also be used to translate standard processes for specific product lines that are developed by teams in a different language.

Navigate Through Stages

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Navigate Through Stages This description shows the desktop view. On a tablet or smartphone, Stages might have a different layout, but all capabilities will remain the same. General navigation After logging into Stages, you will see a screen similar to this:

Getting started in a new workspace

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Getting started in a new workspace Once a workspace has been created, there is a welcome screen which provides four different mechanisms to get started. 1. Start with an Empty Process: To build a process from scratch, use this option. It loads the default

Creating new workspace

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Creating new workspace

Use Common Element Pools

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Use Common Element Pools A lot of organizations have a standard set of tools that need to be consistenly used across all processes. These elements are best managed in a central process module, typically called “Common Tools” or similar. If these sets grow beyond a certain size, integrating them all in every process might become cumbersome, especially if you are only using a few of those roles or tools in your process.

Use Copy, Move and Sort

Anonymous (anonymous@undisclosed.example.com) — 2026-04-27T09:25:08+00:00

Use Copy, Move and Sort All the process elements in Stages can potentially be copied over, moved, or sorted. Irrespective of the element type (activity, guidance, work product, etc), the steps to copy, move or sort are fairly similar. Copy A process element can be copied over from one folder to another in the same workspace, as well as in a different workspace. To copy multiple elements click or tap on three dots at the top level as shown in

Overwrite process elements

Anonymous (anonymous@undisclosed.example.com) — 2026-04-29T10:11:28+00:00

Overwrite process elements When creating process variants or dedicated process instances, it might be necessary to change names, descriptions, or other attributes of process elements that originate from a process module and are therefore read-only.

People Application

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Configure the Stages Server People Application If you want to use this feature a special license is required. This license is free and you will get it from the Stages support together with an additional people application metamodel. You need to add this metamodel to your PKitProcess.xml file.

Phase Freeze Concept

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Phase Freeze Concept Long-running projects face the challenge that either the process instance used throughout the project lifetime is getting outdated or at best does not benefit from process improvements, or the process instance gets updated on a regular basis but might demand additional tasks to be executed for process parts that were already completed in the past.

Known Limitations

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Known Limitations TitleDescriptionWorkaroundsStable IdentitiesThe merge of the frozen baselines and the working revision depends on stable process element identities. Integration of a different Core Process into the working revision of your project (even in case the adopt option is used) will result in a merged process where all the phases of the new core process plus all the frozen phases exist.

Prepare your Process for Phase Freeze

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Prepare your Process for Phase Freeze Preconditions and Rules Preconditions * Process updates need to preserve the element identities. Do not use the “adopt elements” option when importing a core process. * The scope of the phase to freeze needs to be defined.

Usage

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Usage Note: The following instructions assume that the user's preferred process views are set to “Valid Version”. Furthermore, it is assumed that email notifications are enabled in PkitConfig.xml and Stages knows about the user's email address. Finally, the user needs process application permissions.

How to freeze phases

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

How to freeze phases Concept Prepare your Process for Phase Freeze Usage Known Limitations

Define a Process Architecture

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Define a Process Architecture Process Architecture is the hierarchal design of the processes. As the business undergoes changes and processes become more complex, a strong process architecture ensures that processes remain in their optimal state. Organizational strategy, structure, process ownership, and program portfolio are some of the key considerations that go into defining the architecture.

Long-Term Archiving of Processes

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Long-Term Archiving of Processes Introduction For business resilience and compliance reasons, important process content still needs to be retrievable after multiple decades. For that reason, Stages can generate archives with the following capabilities:

Automated Process Cleanup

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Automated Process Cleanup Over many years of managing processes, a lot of process versions are being created. Not all of them need to be kept or be available online all the time. Therefore, Stages contains an automatic cleanup that can continuously export, archive, and delete process version based on a set of rules set by the administrators.

Process Execution with Atlassian Jira Data Center

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Process Execution with Atlassian Jira Data Center Find conceptional guidance here: Model and Manage Process Execution Plugin installation Install Stages Process Execution from Atlassian Marketplace. Project configuration To enable Process Execution for a Jira project it is required to add two custom fields to your project:

Process Execution with Atlassian Jira Cloud

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Process Execution with Atlassian Jira Cloud Find conceptional guidance here: Model and Manage Process Execution Scripting Find a detailed documentation on scripting for Jira Cloud Execution here: Stages Jira Cloud Scripting Documentation Plugin installation Install Stages Process Execution from Atlassian Marketplace. Project configuration To enable Process Execution for a Jira Cloud project it is required to add two custom fields to your projects issue types:

Process Execution with IBM Engineering Workflow Management (RTC)

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Process Execution with IBM Engineering Workflow Management (RTC) Find conceptional guidance here: Model and Manage Process Execution Plugin Installation and Release Notes Download the Plugin from https://download.stages.digital/stages/rtc-plugin/ Installation Package Contents * de.methodpark.rtc: the update site * build.xml: the Ant installation script

Model and Manage Process Execution

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Model and Manage Process Execution The principal idea of the Stages Process Execution concept is to use process information in Application Lifecycle Management (ALM) Systems to work process compliant and to automate workflows. Find technical details for the ALM Systems here:

Process Feedback Codebeamer specific

Anonymous (anonymous@undisclosed.example.com) — 2026-04-13T14:19:00+00:00

Process Feedback Codebeamer specific not yet included in 26.1 - planned to be included in a future release First of all, create a Codebeamer project where the feedback will be collected. If you want to collect more information than the summary and a description, you have to create a new tracker and add additional fields to it. Further information to creating and customizing trackers can be found at

Process Feedback Jira specific

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Process Feedback Jira specific First of all, create a Jira project where the feedback will be collected. If you want to collect more information than the summary and a description, you have to add custom fields to your Jira project and add them to your Create Issue Screen. To locate the correct fields, use the Jira assistant

Process Feedback Jira specific

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Process Feedback Link specific

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Process Feedback Link specific The link feedback is a generic adapter for feedback system with issue collector functionality. The Stages user is redirected via special Link to the feedback system. The user will typically see a form to create the issue. Some fields in this form will be filled out beforehand by Stages.

Process Feedback Polarion Specific

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Process Feedback Polarion Specific The Polarion Feedback adapter allows you to add work items to your Polarion instance from your Stages process. Example Configuration To enable the following configuration section must be added in the conf/config.xml

Process Feedback PTC-ILM specific

Anonymous (anonymous@undisclosed.example.com) — 2026-04-13T14:18:45+00:00

Process Feedback PTC-ILM specific not yet included in 26.1 - planned to be included in a future release First of all, create or choose a ILM item type where the feedback will be collected. Stages will use the SOAP interface to create the items. Stages config.xml

Process Feedback RTC specific

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Process Feedback RTC specific Getting Stages ready to create Feedback as new Work Items in a RTC Project Area is simple and works as follows: Create a new Project Area (PA) or use an existing one. For the configuration you will need the name of that PA. In this example we use

Process Feedback ServiceNow Specific

Anonymous (anonymous@undisclosed.example.com) — 2026-04-13T14:18:23+00:00

Process Feedback ServiceNow Specific not yet included in 26.1 - planned to be included in a future release * Before integrating with ServiceNow, ensure that you have a valid ServiceNow user with access to tables that you want to use in the integration. We recommend setting up a unique ServiceNow user account to be used exclusively for

Process Feedback Sharepoint Online

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Process Feedback Sharepoint Online The Sharepoint Online Feedback adapter allows you to add items to a Sharepoint List from your Stages process. Prerequisites * Stages 7.12.0.1 or later * Set the Application Permissions as described in the chapter permissions

Process feedback

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Process feedback With this feature, users can provide feedback directly as they navigate the process. The feedback is created as a data item and can be triaged, planned, and tracked within a ticket system. Every generated item contains a link back to the original process element where the feedback was created, ensuring full traceability of process change requests.

Participate in a Process Release as Reviewer or Approver

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Participate in a Process Release as Reviewer or Approver Every user can be part of a process release, e.g. as a reviewer or approver. Users that are set up as participants might receive an email notification and see an item in their To Do list on the landing page.

Switch between multiple versions

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Switch between multiple versions Process content can exist in multiple versions, e.g. the Working Version or the Valid Version. To switch between different versions of process content, use the version selection menu on the top right. The valid version is marked with (V). If the version you want to switch to is

Problems with process .zip imports

Anonymous (anonymous@undisclosed.example.com) — 2026-04-21T11:41:46+00:00

Problems with process .zip imports Entity size limit exceeded Error message: Message: JAXP00010003: The length of entity “[xml]” is “100,001” that exceeds the “100,000” limit set by “jdk.xml.maxGeneralEntitySizeLimit” Solution: Set the

Generate process exports in PDF

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Generate process exports in PDF Stage provides the capability to do process exports in PDF format for any given process as well as process elements. This allows users to download the PDF which can be viewed offline, shared with external stakeholders or partners, or stored in a records management system for longterm storage.

Project State

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

Configure the Stages Server Project State With Stages you have the possibility to assign specific states to your projects. Of course, the assignment and in particular the change of the project state should only be done by authorized users. Before using the project state feature, the available states have to be defined. Therefore they have to be entered into the

Creating a CMS Profile

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

PTC Integrity Integration Older than 2009 Creating a CMS Profile Steps: * Navigate to Process Workbench * Click dropdown-menu “Actions / CMS Profiles” * Click dropdown-menu “Actions / Create new CMS profile” and select “PTC Integrity” in the submenu * The CMS profile property dialog is shown. Project related settings may be configured here

Integrity Configuration Management Permissions

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

PTC Integrity Integration Older than 2009 Integrity Configuration Management Permissions The system user specified in PKitConfig.xml for Integrity needs the following permissions: * AddMember * ApplyLabel * CheckIn * Demote * FetchRevision * Lock * Login * ModifyAuthor *

Basic Configuration in PKit.xml

Anonymous (anonymous@undisclosed.example.com) — 2026-03-13T16:58:17+00:00

PTC Integrity Integration Older than 2009 Basic Configuration in PKit.xml