https://doc.stagesasaservice.com/ 2026-05-08T14:43:25+00:00 https://doc.stagesasaservice.com/ https://doc.stagesasaservice.com/_media/wiki/logo.png text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/assign?rev=1707955211&do=diff 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 text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/autologin_deployment_guide?rev=1707955211&do=diff 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 text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/autologin_system_design?rev=1707955211&do=diff 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… text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/autologin_system_requirements?rev=1707955211&do=diff 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”. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/autologin_windows_tools?rev=1707955211&do=diff 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. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/change_password?rev=1707955211&do=diff 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. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/clearcase_config?rev=1707955211&do=diff ClearCase Integration Stages Configuration <!—- **** Rational ClearCase Configuration **** --> <cms-type name="ClearCase" factory="de.methodpark.cms.clearcase.ClearCaseFactory"> <cms-property name="client" value="C:\Programme\Rational\ClearCase\bin\cleartool.exe"/> <!--**** Path for the location of snapshot views ****--> <cms-property name="sandboxDirectory" value="sandboxes/ClearCase"/> <!--**** Describes pattern for allowed file paths ****--> <cms-property name="validatePath" value="^[^… text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/clearcase_migrating?rev=1707955211&do=diff ClearCase Integration Migrating from Snapshot to Dynamic Views The ClearCase integration of Stages has already been used with snapshot views (default) and you want to migrate to dynamic views. Step 1: Stop Stages Server Step 2: Configure the properties required for usage of dynamic views in the ClearCase section of PKitConfig.xml: text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/clearcase_operations?rev=1707955211&do=diff ClearCase Integration ClearCase Operations and Commands Views View Creation * Snapshot View: * mkview -snapshot [-vws <view storage location>] – tag <view tag> <view location> * Dynamic View: * mkview – tag <view tag> <view storagelocation> View Deletion text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/clearcase_profile?rev=1707955211&do=diff ClearCase Integration Creation of a CMS Profile in Stages For details regarding the creation of a CMS profile in Stages please see the Stages User Guide. The attributes of a ClearCase CMS profile are: * Name: If you are using multiple CMS profiles within one Stages project, they can be distinguished by their name. (optional) text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/clearcase_req?rev=1707955211&do=diff ClearCase Integration General Requirements and Information * Supporting ClearCase Version 7 and 8. * The ClearCase commandline client “cleartool.exe” and the “ClearCase Explorer” must be installed on the Stages Server (standard clientinstallation). * The client must have access to the ClearCase server. Additionally access to all VOBs as well as View Storage Locations is required which should be accessible through Stages. The Stages service must be started with the user account that shall… text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/clearcase?rev=1707955211&do=diff Integrate with ClearCase ClearCase Operations and Commands General Requirements and Information Stages Configuration Creation of a CMS Profile in Stages Migrating from Snapshot to Dynamic Views text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/clickable_image?rev=1707955211&do=diff Adding Clickable Images in Description Clickable images are typically needed in landing pages or when you want to provide a visual process map that can be clicked to take the user to a specific process element (like workflow, activity, guidance, etc.) in Stages or even an external weblink. Creating a clickable image involves two high-level steps: text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/cms_config?rev=1707955211&do=diff SharePoint Integration Stages CMS Configuration The configuration of the SharePoint interface needs to be done in the cms section of Config.xml (see example configuration below). <cms> <cms-type name="SharePoint" factory="de.methodpark.cms.sharepoint.SharePointFactory"> <cms-property name="http.authentication.hostname" value="stages"/> <cms-property name="stages.server.url" value="http://stages/pkit"/> <cms-host ident="sharepoint1" name="http://myhost/sites" displayName="Microsoft Sh… text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/cms_configuration?rev=1707955211&do=diff Configure the Stages Server CMS Configuration Stages can interact with configuration management systems (CMS) to work with remotely stored files. The configuration for these systems is done in two simple steps: * Add the XML snippet explained in this section to your Stages configuration for each configuration management system you want to work with text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/cms_prefetch?rev=1707955211&do=diff 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. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/cms_profile?rev=1707955211&do=diff 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). text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/compliance?rev=1707955211&do=diff Stages V7.2 Manage compliance (not in the software yet, for now, just talk about it and give background) Compliance In almost all industries relating to engineering there are standards and regulations that are either mandatory or advised to be used. In Stages, the requirements of those standards can be mapped onto the individual process elements that fulfill them. Stages traces the standard requirements to process components. By using cross-mappings between standards, you can move to newer v… text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/config_ldap_sync?rev=1707955211&do=diff 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 text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/configure_browser?rev=1707955211&do=diff 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 text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/configure_file_structure?rev=1707955211&do=diff Configure the Stages Server File Structure of the Stages Components The important components of the system are located in a folder referred in the following as <STAGESHOME> . The tomcat application server used by Stages is located in the tomcat subdirectory of the installation path, referred in the following as <TOMCATHOME>. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/configure_general_installation?rev=1707955211&do=diff Configure the Stages Server General Installation Information You can install Stages into every destination. The destination chosen by default is * C:\methodpark\stages on Windows and * /opt/stages on Linux/UNIX systems. Note: The installation path on Windows systems must not contain any space characters. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/configure_jaas_jgss?rev=1707955211&do=diff 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: text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/configure_licenses?rev=1707955211&do=diff Configure the Stages Server Licenses Running Stages with a permanent license requires the Stages server machine to have a fixed IP address. To request a permanent license for running Stages on a specific server, please send an email to the Stages Customer Care team: text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/configure_stages?rev=1707955211&do=diff Stages V7.2 Configure the Stages server * Installation of Stages * General Installation Information * File Structure of the Stages Components * Licenses * Customization of Stages * General Configuration of Stages * Java Garbage Collection Selection * Local Message Customization * Local Style Customization * CMS Configuration * CMS Prefetch Configuration * Network Configuration * Database Configuration * Email Notification * Email Authe… text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/consistency?rev=1707955211&do=diff 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 in the “Working Version” menu. <https://doc.stagesasaservice.com/lib/exe/fetch.php?tok=51d1dc&media=https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/72/checkreadiness.png> Several consistency checks will be performed in parallel, e.g. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/create_reports?rev=1707955211&do=diff Stages V7.2 Create reports Reports are ... TBD text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/custom_report_tipsandtricks_alternating_table?rev=1707955211&do=diff 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. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/custom_report_tipsandtricks_debug1?rev=1707955211&do=diff 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. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/custom_report_tipsandtricks_debug2?rev=1707955211&do=diff 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 text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/custom_report_tipsandtricks_remove_tags?rev=1707955211&do=diff 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, "") } text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/custom_report_tipsandtricks_retrieving_element?rev=1707955211&do=diff 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… text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/custom_report_tipsandtricks_retrieving_property?rev=1707955211&do=diff 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… text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/custom_report_tipsandtricks_setting_data?rev=1707955211&do=diff 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: text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/custom_report_tipsandtricks_switch?rev=1707955211&do=diff 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). text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/custom_reports_accessing_data_accessing_parameters?rev=1707955211&do=diff 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: text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/custom_reports_accessing_data_collecting_data?rev=1707955211&do=diff 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. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/custom_reports_accessing_data_reading_data?rev=1707955211&do=diff 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. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/custom_reports_accessing_data_reading_issues?rev=1707955211&do=diff 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 text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/custom_reports_accessing_data_reading_msexcel?rev=1707955211&do=diff 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. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/custom_reports_accessing_data_reading_msproject?rev=1707955211&do=diff 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. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/custom_reports_accessing_data_reading_oldercontent?rev=1707955211&do=diff 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 text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/custom_reports_accessing_data_reading_plaintext?rev=1707955211&do=diff 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: text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/custom_reports_accessing_data_reading_process_attributes?rev=1707955211&do=diff Reading Attributes Stages allows to configure attributes in the metamodel. Assume that the following attribute types are configured in your PKitConfig.xml file: <attributeTypes> <attributeType ident="important_type" type="BOOLEAN" /> <attributeType ident="identifier_type" type="STRING" /> <attributeType ident="phaseState" type="SELECTION"> <option ident="future" defaultOption="true"/> <option ident="active"/> <option ident="completed"/> </attributeType> </attributeTypes> text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/custom_reports_accessing_data_reading_process_comment_report?rev=1707955211&do=diff 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 text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/custom_reports_accessing_data_reading_process_milestone_report?rev=1707955211&do=diff 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 text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/custom_reports_accessing_data_reading_process_project_list?rev=1707955211&do=diff 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<myprojects.length;i++){ saveColumn(myprojects[i]); getChilds(myprojects[i]); } } function projectparent(project) { var myprojects =… text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/custom_reports_accessing_data_reading_process_rolereport?rev=1707955211&do=diff 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 text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/custom_reports_accessing_data_reading_process_subprojects?rev=1707955211&do=diff 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… text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/custom_reports_accessing_data_reading_process?rev=1707955211&do=diff Reading Process Information Creating a Role Report Creating a Milestone Report Creating an Annotation/Comment Report Reading Attributes Reading Subprojects Creating a Project List text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/custom_reports_accessing_data_reading?rev=1707955211&do=diff 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 text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/custom_reports_accessing_data?rev=1707955211&do=diff 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 text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/custom_reports_concepts?rev=1707955211&do=diff 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. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/custom_reports_generalinfo_limitations?rev=1707955211&do=diff 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 text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/custom_reports_generalinfo_usecases?rev=1707955211&do=diff 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. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/custom_reports_generalinfo?rev=1707955211&do=diff 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. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/custom_reports_getting_started_creating_data_collector?rev=1707955211&do=diff 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. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/custom_reports_getting_started_creating_reports_linked_script?rev=1707955211&do=diff 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)… text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/custom_reports_getting_started_creating_reports?rev=1707955211&do=diff 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 text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/custom_reports_getting_started_customizing?rev=1707955211&do=diff 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: * text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/custom_reports_getting_started_example?rev=1707955211&do=diff 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 <artifacts.length; i++) { var artifacts_instances = artifacts[i].getEntities("containsInstance@SYSTEM"); for (j = 0; j <artifacts_instances.length; j++) { var artifacts_revisions = artifacts_instances[j].getEntities("containsRevision@SYSTEM"); if (artifacts_… text/html 2024-10-07T20:36:07+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/custom_reports_getting_started_installing_birt?rev=1728333367&do=diff Installing the BIRT Designer * Download the latest version from the Stages BIRT Designer from the UL Solutions Software Intensive Systems download server. * Note: Please contact your support team to get a proper download link. * Create a folder somewhere on your computer. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/custom_reports_getting_started?rev=1707955211&do=diff 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 text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/custom_reports_issues?rev=1707955211&do=diff 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 * <https://bugs.eclipse.org/bugs/show_bug.cgi?id=321104> * <https://bugs.eclipse.org/bugs/show_bug.cgi?id=375302> Warning: Do not use numeric reult column names. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/custom_reports_references_configprop?rev=1707955211&do=diff 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 text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/custom_reports_references_crontriggers_examples?rev=1707955211&do=diff 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 * * ? text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/custom_reports_references_crontriggers_expression?rev=1707955211&do=diff 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: text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/custom_reports_references_crontriggers?rev=1707955211&do=diff CronTriggers CronTrigger Examples Cron-Expression Reference text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/custom_reports_references_dataset?rev=1707955211&do=diff 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 text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/custom_reports_references_globalvariables?rev=1707955211&do=diff 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 text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/custom_reports_references_poijava?rev=1707955211&do=diff 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… text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/custom_reports_references_preloadedjava?rev=1707955211&do=diff 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). text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/custom_reports_references?rev=1707955211&do=diff References CronTriggers Configuration Properties POI Javascript Wrapper Functions Global Variables Dataset Methods Preloaded Java Packages text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/custom_reports_tipsandtricks?rev=1707955211&do=diff 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 text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/custom_reports?rev=1707955211&do=diff Create Custom Reports General Information Getting Started Accessing Data Concepts Tips and Tricks References Known Issues text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/customization_of_stages?rev=1707955211&do=diff Configure the Stages Server Customization of Stages * * General Configuration of Stages * Java Garbage Collection Selection * Local Message Customization * CMS Configuration * CMS Prefetch Configuration Still need the table * Network Configuration * Database Configuration * Email Notification * Email Authentication * LDAP Synchronization * Document Lifecycles text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/custum_reports_generalinfo_architecture?rev=1707955211&do=diff 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). text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/dashboard?rev=1707955211&do=diff 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. The landing page is customizable, so it will show content that is specific to your organization. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/database_config?rev=1707955211&do=diff Configure the Stages Server Database Configuration MySQL Database Configuration Stages uses per default a local MySQL database. To use a different configuration – either a different database type or a different database host – modify the configuration file <STAGESHOME>/conf/database.properties text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/descriptions?rev=1707955211&do=diff Create and Edit Descriptions Quick Reference Interface Concepts Content Migration References Known Limitations text/html 2024-10-07T20:35:17+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/diagnose_problems?rev=1728333317&do=diff 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 In the Administration menu, scroll down to 'Further Information' and click on 'Runtime Information.' A PKS 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 file to the Stages Customer Care - please see link above… text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/dimensions_cms?rev=1707955211&do=diff 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 text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/dimensions_config_global?rev=1707955211&do=diff 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. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/dimensions_config_host_prop?rev=1707955211&do=diff 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 * text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/dimensions_config_host?rev=1707955211&do=diff 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. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/dimensions_config?rev=1707955211&do=diff 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. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/dimensions_limitations?rev=1707955211&do=diff 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. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/dimensions_users?rev=1707955211&do=diff 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. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/dimensions?rev=1707955211&do=diff Integrate with Dimensions Users and Permissions Interface Configuration * Global CMS Properties * Host Sections * Host-specific Properties Create a New CMS Profile Known Limitations text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/document_lifestyles?rev=1707955211&do=diff 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 text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/edit_tables?rev=1707955211&do=diff 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 text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/editor_anchors?rev=1707955211&do=diff 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 text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/editor_concepts?rev=1707955211&do=diff Concepts Copy and Paste Styles Tables Anchors Links Resources Directives Unmanaged Sections text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/editor_copypaste?rev=1707955211&do=diff 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. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/editor_directives?rev=1707955211&do=diff 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 text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/editor_interface?rev=1707955211&do=diff 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. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/editor_limitations?rev=1707955211&do=diff Known Limitations ComponentDescriptionText Color PluginThe color picker for text coloring does not show correct color when reopening. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/editor_links?rev=1707955211&do=diff 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. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/editor_migration?rev=1707955211&do=diff 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. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/editor_reference?rev=1707955211&do=diff 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 text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/editor_references?rev=1707955211&do=diff 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; } text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/editor_resources?rev=1707955211&do=diff 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: text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/editor_styles?rev=1707955211&do=diff 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. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/editor_tables?rev=1707955211&do=diff Tables Insert a Table * Press the Table button on the toolbar. The Table Properties dialog window will appear. * Select the number of Rows and Columns. * Select some formatting options. For more detailed formatting a CSS style can be applied with the text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/editor_unmanaged?rev=1707955211&do=diff 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. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/email_authentication?rev=1707955211&do=diff Configure the Stages Server Email Authentication If the specified notification e-mail server requires user authentication, additional tags have to be inserted. The following example describes such an authentication configuration: <!—- username that should be used for authentication --> <mailuser>John Doe</mailuser> <!—- password to authenticate mailuser --> <mailpassword>pass</mailpassword> <!—- name of the SASL realm --> <saslrealm>SASL.YOURDOMAIN.COM</saslrealm> text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/email_feedback?rev=1707955211&do=diff Not longer applicable text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/email_notification?rev=1707955211&do=diff Configure the Stages Server E-mail Notifications The Stages e-mail notification service informs Stages users about new news application entries and the assignment of new roles. Also Stages can schedule certain tasks such as the creation of a process version, if a notification server has been configured. The task will then be queued and the user will be informed once it is finished. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/enable_support?rev=1707955211&do=diff 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”. <property name=“autologin.spnego.enabled text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/execution?rev=1707955211&do=diff 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. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/fileaccess?rev=1707955211&do=diff 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. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/files?rev=1707955211&do=diff 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. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/general_configuration?rev=1707955211&do=diff Configure the Stages Server General Configuration of Stages Configuration File Stages can be configured in the <StagesInstallDir>/conf/config.xml configuration file. In its properties section some parameters can be configured by introducing name-value pairs. For information about existing configuration parameters and their effect please contact the Stages support. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/install?rev=1707955211&do=diff Install System Perform basic installation * Download and install Java Development Kit 8 (see System Requirements for supported variants) * Stages installation on Windows: Execute Stages installer as administrator (will be sent to you by Stages Support) * Stages installation on Linux: text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/installation_of_stages?rev=1707955211&do=diff Configure the Stages Server Installation of Stages * General Installation Information * File Structure of the Stages Components * Licenses text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/instantiate?rev=1707955211&do=diff Stages V7.2 Instantiate a process in a workspace need help on this one, do not know the difference between this and tailoring cause they are in the same section in the paper and when i look at stuff Instantiating a process is used when creating a project- or program-specific process. It is creating new processes from process modules. Often, after instantiating a process that was derived from a standard process, the instantiated process is text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/java_garbage?rev=1707955211&do=diff Configure the Stages Server Java Garbage Collection Strategies The JavaVM provides a variety of different garbage collection strategies (algorithms). These different algorithms can have a huge impact on the performance of Java applications. Our internal tests have shown that for most customer scenarios the default garbage collector gives the best results. Therefore we advice our customers to leave the garbage collector settings for Stages unchanged. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/jira_feedback?rev=1707955211&do=diff 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. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/kerberos_autologin?rev=1707955211&do=diff Configure Kerberos Autologin WARNING: Stages 7.10 is the last release that supports Kerberos Autologin (SPNEGO). Administrators are advised to migrate to the newer SAML Single Sign On system as soon as possible. Autologin * Autologin System Design * System Requirements * Deployment Guide * Enable Support for Kerberos Autologin in Stages * Setup Active Directory * Configure JAAS and JGSS Support on the Stages Server * text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/kerberos_faq?rev=1707955211&do=diff 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… text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/ldap_autocreation?rev=1707955211&do=diff 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… text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/ldap_basics?rev=1707955211&do=diff 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… text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/ldap_checklist?rev=1707955211&do=diff 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)? text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/ldap_config_authenication?rev=1707955211&do=diff 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. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/ldap_config_directories?rev=1707955211&do=diff LDAP Synchronization Configuration of LDAP Directories to be Synchronized URL Attribute Key Attribute Optional Attributes The ondemandFilter Attribute text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/ldap_ex_config?rev=1707955211&do=diff Configure LDAP Example Configurations An example configuration followed by an explanation: <ldap refreshIntervalMinutes="120" maximumDeletionPercentage="5"> <ldap-provider url=ldap://server.example.com:389/dc=domain,dc=example,dc=com key="username" searchFilter="(objectClass=user*)" defaultRoles="true" adoptUsers="true" matchUsersMode="username"> <ldap-authentication type="simple" principal="cn=%,ou=example,dc=test,dc=example,dc=com"/> <ldap-query-user name="queryuser" credentia… text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/ldap_gen_info?rev=1707955211&do=diff 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. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/ldap_getting_started?rev=1707955211&do=diff 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: text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/ldap_global_config?rev=1707955211&do=diff 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. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/ldap_hints?rev=1707955211&do=diff 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. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/ldap_key_attribute?rev=1707955211&do=diff 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: text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/ldap_language?rev=1707955211&do=diff LDAP Configuration Language Reference TBD text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/ldap_log_information?rev=1707955211&do=diff 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). text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/ldap_mapping?rev=1707955211&do=diff 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: text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/ldap_ondemand?rev=1707955211&do=diff 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. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/ldap_optional_attributes?rev=1707955211&do=diff 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. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/ldap_overview?rev=1707955211&do=diff 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. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/ldap_ssl?rev=1707955211&do=diff 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. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/ldap_sync?rev=1707955211&do=diff 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 text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/ldap_testing?rev=1707955211&do=diff 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. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/ldap_url_attribute?rev=1707955211&do=diff 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: <ldap>:<ldap-server>:<port>/<ldap_directory_to_be_queried> The following table describes how to fill this schema with concrete values: text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/ldap_useful_info?rev=1707955211&do=diff LDAP Configuration Useful Information Error codes and their causes: http://support.microsoft.com/kb/218185 text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/ldap_user_entries?rev=1707955211&do=diff 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. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/ldap?rev=1707955211&do=diff Configure LDAP * General Information * 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 an LDAP Configuration * Log Information * Checklist for Customer Con… text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/local_message_custom?rev=1707955211&do=diff Configure the Stages Server Local Message Customization The messages shown on the Stages Graphical User Interface (GUI) can be customized to the terminology used within an organization. This also applies to the textual representations for the configured news application categories. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/local_news?rev=1707955211&do=diff 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 <PKITHOME>/WEB-INF/conf/PKitConfig.xml text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/local_style_custom?rev=1707955211&do=diff Configure the Stages Server Local Style Customization TBD text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/manage_users_groups_permissions?rev=1707955211&do=diff 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 text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/manage_workspaces?rev=1707955211&do=diff 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. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/model?rev=1707955211&do=diff 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. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/msproject?rev=1707955211&do=diff 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. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/navigation?rev=1707955211&do=diff Navigate Through Stages This description shows the desktop view. On a tablet or smartphone, Stages might look a bit different, but all capabilities will be accessible as well. General navigation After logging into Stages, you will see a screen similar to this: text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/network_config?rev=1707955211&do=diff Configure the Stages Server Network Configuration Stages is started on TCP/IP port 8080 and uses HTTP by default. Thus, it can be accessed via the URL http://<servername>:8080/. To use a different port or to use HTTPS as access protocol, change the respective lines in the Tomcat configuration file named text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/people_application?rev=1707955211&do=diff 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. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/phase_freezes_concept?rev=1707955211&do=diff 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. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/phase_freezes_limitations?rev=1707955211&do=diff 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. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/phase_freezes_prepare?rev=1707955211&do=diff 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. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/phase_freezes_usage?rev=1707955211&do=diff 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. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/phase_freezes?rev=1707955211&do=diff How to freeze phases Concept Prepare your Process for Phase Freeze Usage Known Limitations text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/process_version_switch?rev=1707955211&do=diff 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 text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/project_state?rev=1707955211&do=diff 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 text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/ptc_cms_profile_old?rev=1707955211&do=diff 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 text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/ptc_configuration_management?rev=1707955211&do=diff 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 * text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/ptc_configuration_old?rev=1707955211&do=diff PTC Integrity Integration Older than 2009 Basic Configuration in PKit.xml <cms> <cms-type name="MKS" factory="de.methodpark.cms.mks.MKSFactory"> <!-- **** optionally specify host and port **** --> <cms-property name="hostname" value=" HOSTNAME"/> <cms-property name="generic" value="7001"/> <!-- **** optionally specify user and password **** --> <cms-property name="user" value="SI USERNAME"/> <cms-property name="password" value="SI PASSWORD"/> <cms-property name="client" value="C:\Programme\MK… text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/ptc_configuring_client?rev=1707955211&do=diff PTC Integrity Integration Older than 2009 Configuring Integrity Client Steps: * Enter Host Name of Integrity Server. Username and password are optional * Increase maximum heap size to 512MB if sufficient RAM is available * Disable System Tray Icon * Since Integrity 2007 more caching-properties may be configured. An adequate caching-size will be 100 text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/ptc_file_editing?rev=1707955211&do=diff PTC Operations and Commands File Editing Adding new files as member * Assign a new member to a project: * add Reading and editing of members * Adding a label to a project-member: * Addlabel * Adding additional text to a member-revision description: * appendrevdesc text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/ptc_general?rev=1707955211&do=diff PTC Integrity Integration General Information Stages provides two different integrations for PTC Integrity configuration Management: The classic integration is based on SI command line client. You should use it when you have an Integrity Server release older than 2009 Service Pack 7. In other cases it is recommended to use the new web-service-based interface which has the following advantages: text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/ptc_integration_new?rev=1707955211&do=diff PTC Integrity Integration Integration for Integrity 2009 SP7 or Newer Users and Permissions Basic Configuration in PKitConfig.xml CMS Profiles Known Limitations text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/ptc_integration_old?rev=1707955211&do=diff PTC Integrity Integration Integration for Integrity Releases Older than 2009 SP7 Integrity Operations and Commands Integrity Configuration Management Permissions Configuring Integrity Client Basic Configuration in PKit.xml Creating a CMS Profile text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/ptc_member?rev=1707955211&do=diff PTC Operations and Commands Changing the State of the Member * Upgrade a member to the next higher state of development: * promote * Downgrade a member to the next lower state of development: * demote text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/ptc_new_config?rev=1707955211&do=diff PTC Integration 2009 or Newer Basic Configuration in PKitConfig.xml The basic configuration of the Integrity interface needs to be done in the “cms” section of PKitConfig.xml (see example below). For each Integrity server that shall be accessed by Stages a “cms-host” section must be defined. You have to provide values for the attribute “ident” and “name”. The name must be the actual name of the Integrity server. As ident you can specify either the same value as for host name or another unique… text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/ptc_new_limitations?rev=1707955211&do=diff PTC Integration 2009 or Newer Known Limitations HTTPS * Description: When https is used as a communication protocol for Stages Integrity interface, the interface web services cannot be contacted. * Affected Integrity Releases: 2009 SP7 * (Target) Release/Hotfix: HF-S041000007- 007 for Integrity 2009 SP7. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/ptc_new_profile?rev=1707955211&do=diff PTC Integration 2009 or Newer CMS Profiles For the creation of a new CMS profile for your Stages project you can directly select Integrity in the submenu of the action “Create new CMS profile”. If you defined both interface types in PKitConfig.xml – the interface for Integrity release 2009 SP7 or newer and the interface for older Integrity releases. If you defined only one Integrity interface you will have one submenu entry named “PTC Integrity”. Entering a name for a text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/ptc_operations?rev=1707955211&do=diff PTC Integrity Integration Older than 2009 Integrity Operations and Commands The following operations and Source-Integrity commands are executed by Stages via client si.exe: Source Integrity Client Sandboxes Sessions File Editing Changing the State of a Member text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/ptc_sandboxes?rev=1707955211&do=diff PTC Operations and Commands Sandboxes Creation of a new sandbox on the client pc: createsandbox Updating of all sandboxes or a single sandbox-member: resync Display information regarding a single sandbox (e.g. sandbox-path, projekt-path, Integrity Server): sandboxinfo text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/ptc_sessions?rev=1707955211&do=diff PTC Operations and Commands Sessions End current SI-session: exit User log-on to Integrity Server: connect User log-off from Integrity Server: disconnect List all logged-in user per server: servers text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/ptc_source_integrity_client?rev=1707955211&do=diff PTC Operations and Commands Source Integrity Client Adjustment of Settings setprefs Patching the Source Integrity Client via Server-Stored Patches: updateclient text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/ptc_users?rev=1707955211&do=diff PTC Integration 2009 or Newer Users and Permissions Each user who performs Integrity configuration management operations via Stages needs an Integrity user account with appropriate permissions: * AddMember Allowed * AddSubproject Allowed * ApplyLabel Allowed * Checkin Allowed text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/ptc?rev=1707955211&do=diff Stages V7.2 Integrate with PTC Integrity * General Information * Integration for Integrity 2009 SP7 and Newer * Users and Permissions * Basic Configuration in PKitConfig.xml * CMS Profiles * Known Limitations * Integration for Integrity Releases Older than 2009 SP7 * Integrity Operations and Commands * Integrity Configuration Management Permissions * Configuring Integrity Client * Basic Configuration in PKit.xml * Creating a CMS Profile text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/releasenotes?rev=1707955211&do=diff Release Notes: Stages Version 7.2 With version 7.2, Stages covers the full lifecycle of a process, from definition over publication to usage in practice. The following capabilities from Stages Version 6 have now been migrated to the new user experience and were significantly improved. text/html 2024-10-07T20:36:26+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/reports_predefined?rev=1728333386&do=diff Pre-Defined Standard Reports The following reports have been created by the Stages team and should be pre-installed at your Stages installation. Report Name Description Download Process Version Usage The report shows either a full tree of “What is being used text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/reports_standard?rev=1707955211&do=diff Use Standard Reports Stages comes with a couple of pre-installed reports. To use those reports, select the “Reports” menu in the navigation. Reports can be organized in folders, so you might find folders like “Processes” or “Tailoring” there. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/scripting_artifact_class?rev=1707955211&do=diff Use Scripting ArtifactInstanceClass It corresponds to a file (artifact instance) in Stages. ID * Type: String * Documentation: Database ID of the artifact instance. Can be used to create a URL LogicalName * Type: String * Documentation: Name of the artifact instance as shown in Stages text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/scripting_association_class?rev=1707955211&do=diff Use Scripting AssociationClass It corresponds to an association in Stages. Comment * Type: String * Documentation: Comments on the association SortKey * Type: Integer * Documentation: Sortkey of the association DisplayComment * Type: String * Documentation: Returns the rendered comment of the association text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/scripting_attribute_class?rev=1707955211&do=diff Use Scripting AttributeClass It corresponds to an attribute which is defined in the metamodel or as a process attribute in the PKitConfig.xml. Value * Type: String * Documentation: Value of the attribute in the localization representation (LocalPKIT.properties or LocalPKIL_de.properties) text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/scripting_dataset?rev=1707955211&do=diff Use Scripting Global Script Variables Description: Set of predefined global variables to be used in Stages data set script or in a collector script. Methods pkit | stages | $s * Description: Starting handle to get process information. * getProjectsByName(str) text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/scripting_description?rev=1707955211&do=diff Use Scripting Description It corresponds to a textual description in Stages. All operations will return rendered text depending of the context: * metric/collector - no visualization images, no images * PDF print - visualization images, images * visualization - no visualization images, no images text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/scripting_entity_name?rev=1707955211&do=diff Use Scripting EnitityName Stages Elements can be retrieved via the getEntities-method. The string value which specifies the search was the following syntax: [name][::namespace][@domain],[filter=“value”] Namespace (Optional) NameDescriptionMODEL(default)HIERARCHIC text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/scripting_link_class?rev=1707955211&do=diff Use Scripting LinkClass Class used to represent a command link. HTML * Type: String * Documentation: Returns a HTML link for the command URL * Type: String * Documentation: Returns a URL link for the command text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/scripting_metric_collection?rev=1707955211&do=diff Use Scripting MetricCollectorClass It corresponds to a metric data collector in Stages. Name * Type: String * Documentation: Returns the name of the data collector. SchemaDescription * Type: String * Documentation: Returns the schema description * text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/scripting_metric_report?rev=1707955211&do=diff Use Scripting MetricReportClass It corresponds to a metric report in Stages. Name * Type: String * Documentation: Returns the name of the birt report Comment * Type: String * Documentation: Returns the comment which is attached to the birt report via upload text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/scripting_metric_result?rev=1707955211&do=diff Use Scripting MetricResultClass It corresponds to a metric data collector result in Stages. CreationTime * Type: Date * Documentation: Returns the timestamp of the creation of the metric result. Time of the collection run time. refer SchemaDescription * text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/scripting_process_class?rev=1707955211&do=diff Use Scripting ProcessClass It corresponds to a process in Stages. A project can contain 0 or more processes (including baselines). ID * Type: String * Documentation: Process ID; can be used to generate internal Stages URL links ProcessKind * Type: Integer text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/scripting_process_element?rev=1707955211&do=diff Use Scripting ProcessElementClass Is a kind of placeholder for all Elements in the metamodel. Each element like artifacts, roles, and metric share the same properites. DisplayName * Type: String * Documentation: Name of the element Type * Type: String text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/scripting_project_class?rev=1707955211&do=diff Use Scripting ProjectClass It corresponds to the organizational structure (“project structure”) in Stages. ID * Type: String * Documentation: Project ID; can be used to generate internal Stages URL links Name * Type: String * Documentation: Name of the project as visible on the Stages project naviation text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/scripting_request_class?rev=1707955211&do=diff Use Scripting RequestClass It corresponds to an issue in the issue tracker. refer PkitRequest.xml * Type: N/A * Documentation: All idents of the request (PKitRequest.xml) are available as properites. ID * Type: Integer * Documentation: ID of the request text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/scripting_user_class?rev=1707955211&do=diff Use Scripting UserClass It corresponds to a user in Stages. Username * Type: String * Documentation: Returns the Username ExternalUsername * Type: String * Documentation: N/A Fullname * Type: String * Documentation: Returns the full name of the user text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/scripting?rev=1707955211&do=diff Use scripting Scripting can be used within a request configuration to bind the visibility, changeability or necessity of issue attributes to certain conditions. Mail and News Application actions also require the definition of scriptable options in order to dynamically determine the set of email receivers or the subject of an News Application entry when executing the corresponding action for instance. Stages prepares a set of objects that can be used in scripts that provide information needed to… text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/search_in_stages?rev=1707955211&do=diff Configure the Stages Server Search in Stages With the search in Stages it is possible to find “words” or “elements” in all workspaces and applications. Some configuration parameters can be set in the <PKITHOME>/WEB-INF/conf/PKitConfig.xml configuration file. The following describes an example for such a configuration: text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/search?rev=1707955211&do=diff Search Process Content The search always shows at top of every screen in Stages. <https://doc.stagesasaservice.com/lib/exe/fetch.php?media=72:search-main.png> How to Search Click or tap in the search box and start typing what you are looking for (1). Suggestions will show up and be refined as you type. You can directly click or tap on one of the suggestions text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/setup_directory?rev=1707955211&do=diff Deployment Guide Setup Active Directory For Stages to be able to validate the user’s Kerberos ticket it has to maintain a trust relationship with the Kerberos domain. This trust relationship is established by mapping the Stages service to an Active Directory user account and exporting the Kerberos key of that account to the Stages server. For each Stages server instance a separate trust account has to be created. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/sharepoint_columns?rev=1707955211&do=diff SharePoint Integration SharePoint Columns A SharePoint Document Library can optionally be configured with the following pre-defined columns, and Stages will read or write meta-information of SharePoint documents. The columns' names have to be configured in the cms-host section in text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/sharepoint_config_global?rev=1707955211&do=diff Sharepoint Configuration Global CMS Properties These configuration properties affect the behavior of every integrated SharePoint server. The configuration of them needs to be done in the cms section of Config.xml. Stages.server.url (required) * Default Value: N/A * text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/sharepoint_config_host_prop?rev=1707955211&do=diff Sharepoint Configuration Host-specific Properties Some properties can be defined per SharePoint server, i.e. in a cms-host section. version.date.format (required for Sharepoint 2007) * Default Value: N/A * Description: The localized date format that SharePoint is using. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/sharepoint_config_host?rev=1707955211&do=diff Sharepoint Configuration Host Sections For each SharePoint server that shall be accessed by Stages a cms-host section must be defined under the cms section in Config.xml. You have to provide values for the attribute ident and name. * As ident you have to specify either the same value as for host name or another unique identifier string. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/sharepoint_limitations?rev=1707955211&do=diff SharePoint Integration Known Limitations Links are *.aspx files * Description: It is necessary to reference links with their full name when linking to them from Stages. SharePoint links are represented by the file extension .aspx, but SharePoint hides the extension by default. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/sharepoint_links?rev=1707955211&do=diff SharePoint Integration Enable Links to a Document If you want to use SharePoint links besides documents, you have to enable Content Types for the Document Library. This is done in the Advanced Settings menu. In the Content Types section, select Yes to allow multiple content types. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/sharepoint_ssl_config?rev=1707955211&do=diff SharePoint Integration SharePoint SSL Configuration Please note the following prerequisites to use SSL for the communication between Stages and SharePoint: * A SharePoint 2007 server must have Windows SharePoint Services 3.0 SP3 installed. * An Alternate Access Mapping must be configured for SSL. This is done in the SharePoint Central Administration under Operations and then Alternate Access Mappings. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/sharepoint_users?rev=1707955211&do=diff SharePoint Integration SharePoint Users Each user who performs SharePoint configuration management operations via Stages needs a SharePoint user account. The user will be prompted once for his SharePoint credentials when they are needed. After successful authentication, Stages will reuse these credentials for subsequent operations, until an authentication attempt fails. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/sharepoint?rev=1707955211&do=diff Stages V7.2 Integrate with SharePoint SharePoint Users SharePoint SSL Configuration SharePoint Columns Enable Links to a Document Stages CMS Configuration * Global CMS Properties * Host Sections * Host-specific Properties Create a new CMS Profile Known Limitations text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/start_sandbox?rev=1707955211&do=diff Stages Version 7.2 What would you like to do? For all users * Navigate through Stages * Understand process content * Search process content * Use the dashboard * Work with files * How to change password For new process modelers * Model a process * Add images to process descriptions * Add templates, checklists, and other material * Check Process Consistency * Manage process versions * modules For advanced process modelers text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/start?rev=1707955211&do=diff Stages Version 7.2 This version has reached end-of-life and is not updated anymore. What would you like to do? For all users * Navigate through Stages * Use the landing page * Understand process content (elements, details, perspectives) * Search process content * Switch between multiple versions * Work with files * How to change your password For new process modelers * Model a process * Create and edit descriptions * Add clickable images to process descriptions * text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/subversion_config?rev=1707955211&do=diff Subversion Integration Stages CMS Configuration The configuration of the Subversion interface needs to be done in the cms section of PKitConfig.xml (see example configuration below). <cms> <cms-type name="Subversion" factory="de.methodpark.cms.subversion.SubversionFactory"> <cms-host ident="cms.exmaple.net" name="https://cms.example.net" displayName="Subversion Server"> <cms-property name="user" value="username"/> <cms-property name="password" value="secret"/> </cms-host> <… text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/subversion_global_config?rev=1707955211&do=diff Subversion Configuration Global Configuration Properties These config properties affect the behavior of every integrated Subversion server. The configuration of them needs to be done in the cms section of PKitConfig.xml. validatePath * Default Value: ^([^~&quot;#%&amp;*:&lt;&gt;?/\\{|}.]|[^~&quot;#%&amp;*:&lt;&gt;?/\\{|}.][^~&quot;#%&amp;*:&lt;&gt;?/\\{|}]*[^~&quot;#%&amp;*:&lt;&gt;?/\\{|}.])?([\\/]([^~&quot;#%&amp;*:&lt;&gt;?/\\{|}.]|[^~&quot;#%&amp;*:&lt;&gt;?/\\{|}.][^~&quot;#%&amp;*:&l… text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/subversion_host_sections?rev=1707955211&do=diff Subversion Configuration Host Sections For each Subversion server that shall be accessed by Stages a cms-host section must be defined under the cmssection in PkitConfig.xml. You have to provide values for the attribute ident and name. * As ident you have to specify either the same value as for host name or another unique identifier string. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/subversion_host_specific?rev=1707955211&do=diff Subversion Configuration Host-Specific Configuration Properties Some properties can be defined per Subversion server, i.e. in a cms-host section. User * Default Value: N/A * Description: You may enter the Subversion username for the Stages system account here instead of the corresponding field Username in the text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/subversion_limitations?rev=1707955211&do=diff Subversion Integration Known Limitations Known limitations that affect all Subversion servers Supported Server Versions * Description: 1.2.X, 1.3.X, 1.4.X, 1.5.X, 1.6.X, 1.7.X, 1.8.X * Workarounds: N/A HTTP option request must trigger authentication * Description: In order to validate user credentials, the Subversion server must enforce authentication (valid-user) for HTTP Option requests text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/subversion_migration?rev=1707955211&do=diff Subversion Integration Migration of Legacy SVN CMS Profile Prerequisites * Configure your Subversion servers for CMS-Type Subversion in the CMS section of PKitConfig.xml. * Ensure no files are checked out in Stages for the legacy SVN profiles at the time of migration. To create a list of currently checked out SVN files execute the following commands on the Stages server in a shell with administrative permissions. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/subversion_profile?rev=1707955211&do=diff Subversion 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 Subversion Host (corresponds to a cms-host as defined in PKitConfig.xml). text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/subversion?rev=1707955211&do=diff Stages V7.2 Integrate with Subversion * Stages CMS Configuration * Global Configuration Properties * Host Sections * Host-Specific Configuration Properties * Create a New CMS Profile * Migration of Legacy SVN CMS Profiles * Known Limitations text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/system_requirements_mysql?rev=1707955211&do=diff MySQL Requirements Stages supports MySQL 5.7. The transaction isolation must be set to “READ-COMMITTED” in my.cnf. Increase the “innodb_lock_wait_timeout” system variable to something larger than 50 seconds (which is the default value) when you encounter text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/system_requirements_oracle?rev=1707955211&do=diff Oracle Requirements Stages supports the following Oracle versions: * 10g * 11g * 12c For Oracle 12.2, this patch needs to be installed: Patch #25818707: PLSQL COMPILATION FAILS WITH ORA-06555 WHEN USING STANDARD OBJECT NAME IN 12.2 (NEW FOR 7.2!) text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/system_requirements?rev=1707955211&do=diff System Requirements for Stages 7.2, 7.3 and 7.4 Client Requirements Stages is a web application, so a recent web browser is required on the clients. BrowserSupported VersionsInternet Explorer11Google ChromeLatest VersionMicrosoft EdgeLatest Version text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/tailor?rev=1707955211&do=diff Stages V7.2 Tailor a process There is no process model that is valid for all processes. All processes are based on the Metamodel but need to be tailored to fit certain requirements. Ex. The metamodel for a car stays the same but there can be multiple tailored processes. The tailored processes for a gas, electric, and diesel car will be different. Rather than including all of the different safety processes for each and having to pick and choose which ones need to be completed, a tailored proce… text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/tailoring?rev=1707955211&do=diff Stages V7.2 Manage tailoring (not in the software yet, for now, just talk about it and give background) Tailoring We use tailoring to incorporate requirements of project- or program-specific instances in a process. The specific requirements are tailored in/out of a process depending on the specifications of that process. The user viewing the tailored process will only see the relevant information for their project, not the tailored out information. text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/understand?rev=1707955211&do=diff Understand Process Content Process content in Stages is normally structured by separating the different dimensions of WHAT, WHO, WHEN, and HOW. * WHAT should be done: Activities and Work Products * WHO does it: Roles * WHEN does it have to be done: text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/use_reports?rev=1707955211&do=diff Stages V7.2 Use reports Running a simple compliance report allows finding gaps in coverage or evidence for audits and appraisals.This is very useful when the gap analysis is applied to a tailored process. TBD is the report just for the compliance or is there other reports? text/html 2024-02-15T00:00:11+00:00 Anonymous (anonymous@undisclosed.example.com) https://doc.stagesasaservice.com/72/versions?rev=1707955211&do=diff Manage Process Versions All process content should always be version controlled. In Stages, all process content can be versioned by workspace. Use existing process versions To manage process versions, go to Management > Process Versions. All versions within the current workspace are listed there.