What's New?

Simplified conversion of maps and diagrams to the modern web format

Map conversion is necessary when migrating maps from the Author Client to the Web Client. Using the Nimbus Web Client increases the simplicity and ease of diagram creation and potentially reduces overall infrastructure costs. In this release we have added this capability to the Nimbus Web Client and provided detailed guidelines on how the migration process can be executed. To learn more about this process, refer the TIBCO Nimbus Map Conversion Guide on docs.tibco.com.

Global Application Theme

You can now customize the TIBCO Nimbus application to reflect your brand. You can change the logo, the font, and the colors. You can also change the image on the sign-in page and change the look of the diagrams you create. You can also see a preview of the changes you make before you finalize. For more information about applying a global application theme, see the Global Application Theme section.

Processes

Diagram Explorer has been enhanced

The Diagram Explorer panel that was earlier a part of the Object Properties panel is now located as a slide out panel on the left of your active diagram. You can now also view and navigate across your entire process map from the Diagram Explorer. For more information about viewing process map hierarchy, see Viewing Process Map Hierarchy.

Move and Copy Process Diagrams

You can now move and copy process diagrams, their associated objects and child hierarchies to new process maps directly from the active diagram and the diagram explorer. For more information about moving and copying process diagrams, see the following topics:

Moving Process Diagrams to a New Map

Copying Process Diagrams to a New Map

Copy or Move Attachment Diagram Links

Attachment diagram links can be copied or moved between activities, flow lines, images, and free text boxes on the same process diagram.

Diagram and Attachment Diagram Links

Using the new Processes library it is now possible to easily create links between diagrams using drag and drop functionality. This will allow users to navigate between diagrams where a common process exists. Diagram links can only be added to activities; however attachment diagram links can be added to activities, free text, images and flow lines.

Further information on Adding Diagram Links and Attachment Diagram Links can be found in the following online help topic:

Adding Diagram Links and Attachment Diagram Links

Diagram Themes

Creating a diagram theme allows administrators to customize and apply a single theme to all new and existing draft diagrams. This will complement corporate branding and give diagrams a consistent look and feel.

Authors can format certain diagram objects in order to provide alternative conditional styles.

Further information on Diagram Themes is available in the following online help topics:

Activate Diagram Theming

Create a Diagram Theme

Deactivate Diagram Theming

Tagging Activities

Enhanced User Identification

To allow for easier user identification administrators are now able to complete optional fields when either creating new, or editing existing user accounts. This information can include a user's job title, department, reports to and description, and is displayed as a tool-tip when authors assign stakeholders to a work flow. It's particularly useful in differentiating between users with similar names.

Reporting

In order to capture specific content-related data, users are now able to create reports from within a process diagram from the following categories:

•Diagram details

•Linked assets

•Statement links

•Data tables

•Requests and progress

•Users

•History

Selecting a category will display the report types available before moving on to select the diagram scope. The Progress manager can be accessed anytime to cancel a queued report, or open one that’s already compiled. The content of compiled reports can be downloaded from the Reports page.

Further information on Reports is available in the following online help topics:

Report Types

Creating Diagram Reports

Action Reporting

In order to capture specific content-related data, users are now able to create reports from actions in the following categories:

•Action details

•Users

Selecting a category will display the report types available. The Progress manager can be accessed anytime to cancel a queued report, or open one that’s already compiled. The content of compiled reports can be downloaded from the Reports page.

Further information on Reports is available in the following online help topic:

Creating Action Reports

Document Reporting

In order to capture specific content-related data, users are now able to create reports from documents in the following categories:

•Document details

•Requests and progress

•Users

•History

Further information on Reports is available in the following online help topics:

Creating Document Reports

Home page

The Administration page used by administrators to design, customize and configure the home page has been moved to a new location. It can now be accessed by selecting Settings from the navigation bar.

Home page favorites

A new user interface has streamlined the process of managing your Home page favorites. An Edit favorite button allows you to add and remove favorite content; while the Show/Hide sections button allows you to select or deselect sections.

More information can be found in the following online help topics:

Customizing the View

Removing Favorites

Displaying and Hiding Content Sections

Keyword Reporting

In order to capture specific content-related data, users are now able to create a keyword group report.

The Progress manager can be accessed anytime to cancel a queued report, or open one that’s already compiled. The content of the compiled report can be downloaded from the Reports page.

More information can be found in the following online help topic:

Create a Keyword Report

Resources

Reporting

In order to capture specific content-related data, users are now able to create a resource group report.

The Progress manager can be accessed anytime to cancel a queued report, or open one that’s already compiled. The content of the compiled reports can be downloaded from the Reports page.

More information can be found in the following online help topic:

Create a Resource Report

Creating

When creating resources, authors and administrators are now able to select from three different resource types: People, System or Other. Additionally, authors can format each resource type to allow for easier identification.

Further information is available in the following online help topics:

Creating Resources

Create a Diagram Theme

Statement Set Reporting

In order to capture specific content-related data, users are now able to create reports from within a statement set. The following categories are available:

•Statement details

•Statement links

•Audit history

Selecting a category will display the report types available before moving on to select the scope. The Progress manager can be accessed anytime to cancel a queued report, or open one that’s already compiled. The content of compiled reports can be downloaded from the Reports page.

More information can be found in the following online help topic:

Creating Statement Set Reports

Storyboard Reporting

In order to capture specific content-related data, users are now able to create reports from within a storyboard. The following categories are available:

•Storyboard details

•Requests and Progress

•Statement Links

•History

More information can be found in the following online help topic:

Creating Storyboard Reports

User Reporting

In order to capture specific content-related data, users are now able to create reports from within Users.

The Progress manager can be accessed any time to cancel a queued report, or open one that’s already compiled. The content of the compiled report can be downloaded from the Reports page.

More information can be found in the following online help topic:

Creating User Reports

Processes - Diagram and Document Governance

In addition to authorizing and promoting process diagrams and documents in the web, authors and administrators can now perform a full governance cycle. This new capability will allow a User with the correct permissions to:

•Manage user and group reviewers

•Request reviews

•Manage user and group acknowledgers

•Request acknowledgements

•Update the owner and author

•Assign draft promoters

•Set default access rights

This new functionality is available on either a single or a scope of diagrams and documents. Further information on diagram and document governance is available in the following online help topics:

Document Management

Diagram Management

Processes - Copy or Move Attachments

When editing a process you can move or copy single or multiple attachments from one object to another. Statement sets (activities only), documents, and data tables can all be moved or copied between activities, flow lines, images and free text boxes.

Further information on copying or moving attachments is available in the following online help topics:

Documents > Copying or Moving Attachments

Data Tables > Copying or Moving Attachments

Statement Sets > Copying or Moving Attachments

Processes - Printing a Scope of Diagrams

To allow for offline viewing and hard copy printing it is now possible to export a scope of diagrams in the following formats:

• Microsoft Word

• PDF

• Microsoft PowerPoint

You can choose to export either the draft or master version of the process diagram, and for Word and PDF exports you have the option to include various other diagram details and information. The Import/Export manager displays successful exports ready for you to download or refer back to at a later date.

Further information on printing a scope of process diagrams is available in the following online help topics:

Printing PDFs

Printing Microsoft PowerPoint files

Printing Microsoft Word Documents

Keywords

Administrators and authors can now manage keyword functionality in the web. A User with the correct permissions may be able to:

•Create, rename and delete keywords

•Create, rename and delete keyword groups

•Associate a keyword to a single diagram, document and storyboard

•Search for keywords

•Add and remove keywords from groups

Further information on Keywords is available in the following online help topic:

Keywords

Scorecards

A sub-set of Author Client Scorecard functionality is now available. The same permission types as defined in the Author Client apply in the Web Server. A User with the correct permissions may be able to:

•View and filter Scorecards from the directory page

•Manage the Scorecard and Scorecard folder access rights from the directory page

•Move a Scorecard between folders

•Delete a Scorecard from the directory page

•Create, rename or delete a Scorecard folder from the directory page

Managing Scorecard/Scorecard Folder Access Rights

Moving Scorecards

Deleting Scorecards

Scorecard Folders

Reports

A sub-set of Author Client Reports functionality is now available. The same permission types as defined in the Author Client apply in the Web Server. A User with the correct permissions may be able to:

•View and filter Reports from the directory page

•Move a Report between folders

•Delete a Report from the directory page

•Create, rename or delete a Report folder from the directory page

•Manage the Report folder access rights from the directory page

Managing Report Folder Access Rights

Storyboards

Data Tables

A sub-set of Author Client Data Table functionality is now available. The same permission types as defined in the Author Client apply in the Web Server. A user with the correct permissions may be able to:

•Create a new Data Table - All of the fields that were available in the Author Client are now available in the Web Server. These have been organized into the following four categories; text, number, multiple choice, or Nimbus specific.

•Manage content in the Data Table directory root, or create folders

•Manage Data Table access rights

•Define access rights to govern who can edit, view and add records to the Data Table when it’s attached to an object such as an activity

•Delete a Data Table from the directory page

•Create, set access rights, delete and move content between folders

Creating Data Tables

Managing Data Table Access Rights

Managing Data Table Attachment Access Rights

Moving Data Tables

Deleting Data Tables

Creating Data Table Folders

Managing Data Table Folder Access Rights

Deleting Data Table Folders

Data Tables

Statement Sets

A sub-set of Author Client Statement Set functionality is now available. The same permission types as defined in the Author Client apply in the Web Server. A user with the correct permissions may be able to:

•Create a new Statement Set from the directory page, in a folder location if required

•Update the Statement Set properties by adding any one of the following four Data Table types; Statement data table, Statement audit data table, Link data table or a Link audit data table

•View and edit a Statement Set data table from within a Statement definition page

•Manage the Statement Set Stakeholders; Owners, Statement Managers and Audit Managers

•Manage access rights from the Statement Set directory page or within the Statement Set

•View the Statement Set details from the directory page

•Delete a Statement Set

Creating Statement sets

Adding Details to Statements

Editing Details in Statements

Statement Set Stakeholders

Viewing Statement Set Details

Viewing and Editing Data Tables from Statement Sets

Managing Statement Set Access Rights

Deleting Statement Sets

Statements

A sub-set of Author Client Statement functionality is now available. The same permission types as defined in the Author Client apply in the Web Server. A user with the correct permissions may be able to:

•Create a Statement

•Create a Statement hierarchy (parent and child), and reorder the Statements in the hierarchy as required

•Delete a Statement from the hierarchy

•Toggle on/off the Statement hierarchy numbers

•View the Statement link details such as; activity details, diagram name, map name and type

•View the linked Statements and add a link from another or the same Statement Set

•View the Statement attachments and add or remove a Document Registry link

•Update Statement Data Table additional information fields

•View any changes made to the Statement details in the History

Creating Statements

Moving Statements

Deleting Statements

Viewing Statement Links

Linked Statements

Statement Attachments

Viewing Statement History Records

General

Diagram explorer is now available in Modern mode ‘read only’ view. With a process in ‘read only’, you can view the hierarchy and navigate through levels without needing to use drilldowns or built-in navigation panels.

Maps and Diagrams

•Diagram authors can view a list of maps and map folders from the Processes page. You can then choose to open either the draft or master version via a link. Authors with the correct permissions can create, rename, delete or move a map into a folder from the processes page using Modern mode.

•A processes search filter has been added to the processes page allowing users to search for processes across folders. The filter results will only display those diagrams you have permission to.

•Diagram authors can create, view, rename, set access rights, and delete process map folders from the processes page.

•Contributors who are also diagram owners can manage authorizers, reviewers and access rights. Additionally, they can request authorizations, reviews and unlock diagrams.

Manage Map Folder Access Rights

Deleting Map Folders

Diagram Management

Modern Mode

•A Modern Mode User Tour has been provided to demonstrate the basics of diagram creation, enrichment and guidelines for best practice (UPN methodology). Users can access the tour any time during map editing, and can navigate forwards and backwards through the tour content as required.

•UPN (Universal process notation) methodology

UPN methodology will be applied to all new and existing process diagrams with a view to assisting and encouraging best practice for new and established users. An activity should contain the following criteria:

•Activity Verb / Noun - What should we do?

•Input - When should we do it?

•Resource - Who should be doing it?

•Output - Why should we be doing it?

A validation message will be offered when editing the diagram, alerting the user to any criteria that’s missing. Users will be prompted to add missing text before moving onto enriching their diagrams.

Additionally, when the user creates a drilldown, the input and output scope is automatically defined by the parent activity, further assisting and encouraging UPN methodology.

The UPN functionality is currently set as default.

•The action of creating a drilldown has been significantly improved. Users are now able to create a drilldown from directly within a process activity, without the need of accessing the activity asset panel.

•Enriching activities has been made simpler; data tables and statement set links can be added to activities from within the Process Designer.

•Authors can edit text directly on a diagram object to enhance process capture.

•Objects can be moved between diagrams within an existing process map. You can move objects such as activities, flow lines, images and text boxes, from a source diagram to another part of the process map. To move objects, the source and destination diagrams must both be in draft and you must have the required access rights.

Statement Sets

•Administrators and statement set managers can access the statement set management console from the navigation bar. This new functionality will allow users with the correct permissions to create, view, rename, delete and manage access rights on statement set folders. Additionally, it’s now possible to move statement sets between folders.

•When audits are performed against a statement or statement link, the user can edit their own statement or statement link audit record once it has been saved.

Statement Sets

Moving Statement Sets

Editing Statement Audit Records

Editing Statement Link Audit Records

General

•The entire Web Server UI has undergone significant re-branding. The areas reviewed and updated include; CSS, layout, colors, styles, icons, buttons and text.

•Banners have been redesigned to provide a consistent format throughout the product:

•Alert banners highlight an issue that requires the user to understand and act upon before being able to proceed

•Information banners display advice that may be helpful to the user

•Action banners require the user to act upon an option

•Success banners inform users an action has been performed successfully

•The clickable area on calendar buttons has been increased to make it easier for users to select dates for authorizations etc.

•When a user opens a document or diagram to which new feedback or a reply has been added, an indicator is now visible on the feedback icon alerting the user to the new content.

•The search has been enhanced across the product. A user can make changes to a diagram, and a new indexing method is used to update the search capability faster than waiting for SSYNC to be run.

Providing Feedback

Replying to Feedback