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Get help for ARIS

Use metadata

Metadata can be used to classify documents and is displayed in the properties of a document.

Display document details

You can view the details of a document or a folder.

Prerequisite

You have the Document administrator function privilege.

Procedure. Procedure

  1. Click Application launcher Application launcher > Documents Documents.

  2. Navigate to the relevant folder.

  3. Click the name of the document. The Document details page opens.

The details of the document are displayed.

Generate a dashboard link

You can generate a link to a permanent document located in ARIS document storage. This link can be used in data feeds or dashboards for ARIS Aware.

Prerequisite

  • You have the Dashboard administrator function privilege.

  • You have an ARIS Connect Designer or ARIS Connect Viewer license.

  • Your ARIS server is enabled for ARIS Aware.

Procedure. Procedure

  1. Click Application launcher Application launcher > Documents Documents.

  2. Click the document for which you want to generate a link to the document location in ARIS document storage.

  3. Click Dashboard data link.

  4. Click Copy to clipboard. Copy to clipboard.

The link to the document is copied to the clipboard and can be used in data feeds or dashboards for ARIS Aware.

Edit document tags

You can edit the tags of a document. You cannot edit an existing tag, you can only delete it and replace it with a new one.

Prerequisite

You have the Document administrator function privilege.

Procedure. Procedure

  1. Click Application launcher Application launcher > Documents Documents.

  2. Navigate to the relevant folder.

  3. Click the name of the document. The Document details page opens.

  4. Click Edit Edit.

  5. Enter a new tag. You can separate multiple tags by a comma.

  6. Click Save.

You have edited the tags of the document.

Delete tags of a document

You can delete the tags of a document.

Prerequisite

You have the Document administrator function privilege.

Procedure. Procedure

  1. Click Application launcher Application launcher > Documents Documents.

  2. Navigate to the relevant folder.

  3. Click the name of the document. The Document details page opens.

  4. Click Edit Edit.

  5. Click the little cross beside the tag name.

  6. Click Save.

You have deleted a tag.

Change the document owner

You can change the owner of a document.

Prerequisite

You have the ARIS Connect Designer license.

Procedure. Procedure

  1. Click Application launcher Application launcher > Documents Documents.

  2. Navigate to the relevant folder.

  3. Click the name of the document. The Document details page opens.

  4. Click Edit Edit.

  5. Next to the Owner field, click Edit Edit. The Select owner dialog opens.

  6. Enter a character string that is part of the user name of the new owner. The matching users are displayed.

  7. Enable the relevant user.

You have changed the owner of a document.

Export document statistics

You export the document statistics of selected documents.

Prerequisite

You have the Document administrator function privilege.

Procedure. Procedure

  1. Click Application launcher Application launcher > Administration Administration.

  2. Click Documents Documents.

  3. Navigate to the relevant folder.

  4. Select the documents for which you want to export the statistics.

  5. Click Administrative actions Administrative actions > Export Export document statistics. The dialog opens.

  6. Select the event types that should be included in the export. Click Event type to select all event types. If you want to purge the document statistics after the export, enable Purge document statistics.

  7. Select output format, time period, and specify whether the document statistics should be deleted (purged) after the export.

The document statistics of selected documents are exported.