Visio Add-In FAQ
Please sign in to see this content.
- Getting Started with Enterprise Architecture
- Using Enterprise Architecture
- Working with Portfolio Components
- Understanding Reports and Visualizations
- About Report View Types
- Working with Reports and Visualizations
- Saving Parameters for SSRS Report Tiles
- Understanding How Size is Calculated
- Working with Bar Charts
- Working with Bubble Charts
- Working with Donut Charts
- Working with Hierarchy Maps
- Working with Node Diagrams
- Working with Timelines
- Working with Tree Maps
- Importing and Exporting Data with Excel
- Managing Data
- Application Portfolio Management
- About Application Portfolio Management
- Modeling Applications
- Managing Application Categories
- Managing Applications
- Managing Application Lifecycles
- Managing Web Services
- Managing Contracts
- Reports and Visualizations
- Application Burndown Report
- Application Burndown SSRS Report
- Application Data/Review Completeness Reports
- Application Deployment Roadmap Report
- Application Details and Risk Exposure Report
- Application Landscape by Capability and Location
- Application Landscape by Capability and Organization
- Application Usage Roadmap Report
- App Deployment and Technology Lifecycles
- Contract Efficiency Report
- Impact Analysis Reports
- Merge Opportunity Finder Report
- Portfolio Complexity Report
- Portfolio Summary SSRS Report
- Services Agility Map
- Skills by Application Report
- Software Technology Audit SSRS Report
- Business Portfolio Management
- About Business Portfolio Management
- Business Domain Component Types
- Reports and Visualizations
- Application Landscape by Capability and Application Category
- Capability Risk Map
- Capability Roadmap
- Capability Status
- Goal Roadmap
- Strategic Alignment Report (Capability Capital Expenses)
- Strategic Alignment Report (Capability Operating Expenses)
- Strategy and Business Product Roadmap
- Strategy Roadmap
- Strategy Roadmap with Application and Software Lifecycles
- Technology Risk Detail Report
- Technology Portfolio Management
- About Technology Portfolio Management
- Technology Domain Component Types
- Managing Standards Categories
- Managing Standards
- Managing Standards Lifecycles
- About the Technology Portfolio
- Managing Design Patterns
- Managing Waivers
- Reports and Visualizations
- Capability Risk Map by Technology
- Internal Roadmap Report
- Manufacturer Roadmap Report
- Market Roadmap Report
- Portfolio Audit Reports
- Portfolio Overview Report
- Project Adherence Landscape Report
- Project Conflict Reports
- Standards Body Roadmap Report
- Standards Catalog Reports
- Standards Category Roadmap Reports
- Standards Data Completeness Reports
- Standards Reference List Reports
- Standard Profile Reports
- Information Portfolio Management
- Investment Portfolio Management
- Application Portfolio Management
- Administration and Configuration
- Authentication
- BPServer Administration
- Events System
- Importing and Exporting
- Importing and Exporting Objects Using TUX
- Importing Data from Excel
- Using Excel Roundtrip
- Troubleshooting Excel Roundtrip Job Errors
- Using the Excel Collector
- Managing Portfolio Data
- Normalization Engine
- Policy Manager
- Admin Reports
- About Administration Reports
- External Logins and Troux Group Mappings Report
- Login Analysis to Components Changed Report
- Model Volatility Report
- Policy-Based Data Completeness Report
- Policy-Based Data Completeness Trend Report
- Recent Model Changes Report
- Report Usage Summary By Report
- Report Usage Summary By User
- Usage Report
- Security and Permissions
- Working with Users and Groups
- Controlling Access to Blueprints and States
- Default Groups
- APO Application Stewards
- APO Data Admins
- APO Executive Management
- APO Portfolio Planners
- APO Project Planners
- Business Architects
- Contract Administrators
- Core Enterprise Architects
- Design Pattern Steward
- EIM Information Stewards
- Executives
- Hardware Product Steward
- Industry Standard Steward
- Portfolio Manager Editor
- Portfolio Viewers
- Project Managers
- Modelers
- REST API Readers
- REST API Updaters
- Scenarios Admin
- Software Product Steward
- Solution Builders
- Standards Admin
- Standards Consumers
- Standards Manager
- Standards Taxonomy Manager
- Troux Administrators
- Troux All Users
- Troux Architects
- Troux Authors
- Troux Basic Viewers
- Troux Collectors
- Troux Contributors
- Troux Production Administrators
- Web Service Stewards
- Default Menu Security Settings
- System Privileges
- createColumnSets Privilege
- createPortfolios Privilege
- createTiles Privilege
- editGridData Privilege
- administerExternalUsersAndGroups Privilege
- administerGroups Privilege
- administerPolicies Privilege
- administerRoles Privilege
- administerSystem Privilege
- administerWorkflows Privilege
- configureDatamartGenerator Privilege
- createComponentType Privilege
- createPropertyType Privilege
- createRelationshipType Privilege
- deleteComponentType Privilege
- deletePropertyType Privilege
- deleteRelationshipType Privilege
- downloadApplications Privilege
- exportModelData Privilege
- exportSystemData Privilege
- exportViewToExcel Privilege
- extMassDeletion Privilege
- extRunScript Privilege
- importSystemData Privilege
- manageBlueprints Privilege
- manageColumnSets Privilege
- manageConfigurations Privilege
- manageExcelCollectors Privilege
- mapExternalUsersAndGroups Privilege
- mapGroupsToRoles Privilege
- managePortfolios Privilege
- manageTiles Privilege
- purgeDeletedObjects Privilege
- readComponentType Privilege
- readConfigurations Privilege
- readExternalUsersAndGroups Privilege
- readModelingAPI Privilege
- readProcessDefinitions Privilege
- readPropertyType Privilege
- migrateEnvironments Privilege
- readRelationshipType Privilege
- readRestApi Privilege
- runDatamartGenerator Privilege
- runExcelCollector Privilege
- tuxUpload Privilege
- updateComponentTypeAccessLists Privilege
- updateComponentTypeData Privilege
- updateComponentTypeProperties Privilege
- updateComponentTypePropertyAccessLists Privilege
- updateComponentTypeStructure Privilege
- updatePropertyType Privilege
- updateRelationshipTypeAccessLists Privilege
- updateRelationshipTypeData Privilege
- updateRelationshipTypeProperties Privilege
- updateRelationshipTypePropertyAccessLists Privilege
- updateRelationshipTypeStructure Privilege
- updateRestApi Privilege
- Property Roles and Privileges
- ssrsViewer Privilege
- visioCommit Privilege
- Troubleshooting
- Changes to Solution Elements Are Not Visible to Users
- Customized Interfaces Cannot Be Accessed
- Mixed Content Warning When Users Access a Report
- Poor Report and Visualization Performance (Oracle Environments)
- Monitoring the Internal Read Schema (TIRS) Status
- Unable to Upload Large TUX or Configuration Files
- Configuration
- Workflow (Governance)
- Managing Workflows
- Creating and Customizing Workflows
- Configuring Decision Handlers
- Configuring Email Notifications and Reminders
- Configuring System Tasks
- Configuring Task Assignments
- Creating a Custom Workflow Definition
- Editing an Existing Workflow Definition
- Exporting Workflow Definitions
- Implementing a Custom Workflow Process
- Understanding Workflow Definitions
- Application Portfolio Workflows
- Information Portfolio Workflows
- Policy Manager Workflows
- Technology Portfolio Workflows
- Tutorial: Creating a New Workflow
- Workflow Tutorial Part 01: Overview
- Workflow Tutorial Part 02: Planning the Workflow Process
- Workflow Tutorial Part 03: Creating a New Relationship Type
- Workflow Tutorial Part 04: Configuring Required Components
- Workflow Tutorial Part 05: Creating New Layouts
- Workflow Tutorial Part 06: Configuring the Event Manager
- Workflow Tutorial Part 07: Creating the Workflow Definition
- Workflow Tutorial Part 08: Scheduling a Task to Create Review Instances
- Workflow Tutorial Part 09: Testing the Basic Workflow
- Workflow Tutorial Part 10: Extending the Workflow Process
- Workflow Tutorial Part 11: Testing the Completed Workflow
- Workflow Tutorial: Configuration Files
- Reference
- Customizing the User Interface
- Portfolios, Tiles, and Column Sets
- Using the Job Manager
- Datamart Generator
- Getting Started
- Introduction to Designing Datamarts
- Managing Datamarts
- Managing Tables
- Managing Table Links
- Managing the Datamart Data Target
- Populating the Datamart Database
- Available Staging Methods for Data Population
- Checking the Status of a Datamart Generator Job
- Creating a Datamart Generator Job Schedule
- Deleting a Datamart Generator Job Schedule
- Managing Datamart Generator Jobs
- Populating a Data Target
- Setting Up Email Notification for Datamart Generator Jobs
- Specifying a Datamart Table Staging Method
- SSRS Reporting
- TQL Syntax Guide
- About the Troux Query Language (TQL)
- Sample Query: Finding an Organization's Subcomponents
- Working with TQL Syntax
- Relationship Parameter Methods
- Boolean Operators
- Component Attributes Syntax
- Component Hierarchy Attributes Syntax
- Component Parameter Methods
- Component Relationship Attributes Syntax
- Component Set Attributes Syntax
- Component State Attributes Syntax
- Data Types and Values
- Date, Operator, or Enumeration Parameter Methods
- Operators
- Core Relationship Attributes in a TQL Query
- Relationship Component Attributes Syntax
- Relationship Set Attributes Syntax
- Relationship State Attributes Syntax
- Data Collection
- Data Collection Overview
- Building Collector Configurations
- Configuring TUX Jobs and Job Templates
- Running and Scheduling Data Collection Jobs
- Collection Using a Metamodel-Specific TUX Format
- Reference: Configuration File Syntax Examples
- Reference: Troux Upload XML (TUX)
- Reference: Using the trouxClient Utility
- Reference: TUX Processing Rules and Messages
- Reference: Collecting List Data and Link Data
- Installation
- Installation and Deployment Planning
- Installing Enterprise Architecture
- Prerequisites
- Installing Enterprise Architecture in a Windows Environment
- Installing Enterprise Architecture in a Linux Environment
- Enabling Server Compression
- Configuring JVM CodeCache Settings
- Starting and Stopping the Servers
- Monitoring the Internal Read Schema Status
- Logging In and Changing the Administrative Password
- Configuring Multiple Enterprise Architecture Servers
- Configuring Authentication Settings
- Configuring and Populating the Troux Datamart
- Enabling Secure Socket Layer (SSL/TLS)
- Disabling API Endpoints
- Enforce Allowed Host
- Upgrading Capability and Technology Management (CTM)
- Maintaining Customizations
- Staging a Deployment
- Accessing and Configuring Logs
- Troux Administrative Tool (trouxAdmin)
- Uninstalling Capability and Technology Management (CTM)
- Metamodel Administration
- Metamodel Analysis and Export Report
- Metamodel Management
- Managing the Active Metamodel
- Migrating Schemas
- Overriding Property Attributes
- Using the Custom Content File
- Special Considerations for Customized Lifecycles
- Working with Component Types
- Working with Relationship Types
- Working with Property Types
- Creating Calculated Properties
- Creating Computed Relationships
- Managing Lifecycle Types
- TIRS for Report Writers
- Metamodel Promotion
- Metamodel Reference
- Metamodel Domains
- Analysis Domain
- Application and Software Domain
- Assessment Domain
- Containerization Domain
- Data Domain
- Document Domain
- Financial Domain
- General Domain
- Governance Domain
- Information Domain
- Infrastructure and Hardware Domain
- IT Architecture Domain
- IT Pattern Domain
- IT Product Domain
- IT Service Domain
- Knowledge and Skill Domain
- Location Domain
- Market Domain
- Microservices Domain
- Organization Domain
- Policy Domain
- Process Domain
- Product and Service Domain
- Resource Domain
- Services Portfolio Management Domain
- Service Architecture Domain
- Strategy Domain
- Systems Domain
- Timeline Domain
- Transition Domain
- Troux Archetype Domain
- Troux Information Domain
- Managing Jobs
- Accessing Enterprise Architecture from hibernation mode
- Integrations and Connectors
- Enterprise Architecture API
- Microsoft Visio Integration
- Visio Add-In FAQ
- Installing the Add-in and Connecting to Planview
- Generating an Enterprise Architecture Stencil in Visio
- Populating a Visio Diagram with Repository Data
- Working with Snapshots
- Finding Components in Visio Diagrams
- Working with Components in Visio Diagrams
- Working with Templates
- Template Population Process
- Microsoft Power BI
- Flexera Technopedia Integration
- Strategic Planning Connector
- Planview Portfolios and Planview Enterprise Architecture Connector
- Adding Attributes to Synchronize Between Planview Portfolios and Planview Enterprise Architecture
- Configuration Files
- Configuring the Connector
- Configuring the Planview Enterprise Architecture User Interface
- Creating an Application ID in Planview Enterprise Architecture
- Creating the Required Planview Portfolios Fields and Structures
- Determining the Planview Enterprise Architecture Integration Module Version
- Editing the Connector Configuration File
- Editing the Planview Enterprise Architecture Configuration File
- Editing the Planview Portfolios Configuration File
- FAQs for the Planview Portfolios and Planview Enterprise Architecture Connector
- Field Mapping
- Field Type Values for Synchronizing Custom Fields
- Functionality
- Installing a Self-Signed Certificate for the Troux Server
- Installing the Connector
- Installing the Troux Integration Module
- Moving the Configuration Files
- Object Mapping
- Prerequisites for the Planview Portfolios – Planview Enterprise Architecture Connector
- Running and Scheduling the Connector
- Synchronizing Planview Enterprise Architecture Categories and Planview Portfolios Outcome Categories
- System Requirements
- Terminology
- Testing the Connector
- Troubleshooting the Planview Portfolios – Planview Enterprise Architecture Connector
- Using the Connector
- Validating the Installation for the Planview Portfolios – Planview Enterprise Architecture Connector
- Planview Enterprise Architecture connector for Planview Hub
- Reporting
- Enterprise Architecture Videos
- Planview Enterprise Architecture Product Releases
- 2026
- 2025
- March 2025 Release Notes for Planview Enterprise Architecture
- April 2025 Release Notes for Planview Enterprise Architecture
- May 2025 Release Notes for Planview Enterprise Architecture
- June 2025 Release Notes for Planview Enterprise Architecture
- July 2025 Release Notes for Planview Enterprise Architecture
- August 2025 Release Notes for Planview Enterprise Architecture
- September 2025 Release Notes for Planview Enterprise Architecture
- October 2025 Release Notes for Planview Enterprise Architecture
- November 2025 Release Notes for Planview Enterprise Architecture
- December 2025 Release Notes for Planview Enterprise Architecture
- 2024
- January 2024 Release Notes for Planview Enterprise Architecture
- February 2024 Release Notes for Planview Enterprise Architecture
- March 2024 Release Notes for Planview Enterprise Architecture
- April 2024 Release Notes for Planview Enterprise Architecture
- May 2024 Release Notes for Planview Enterprise Architecture
- June 2024 Release Notes for Planview Enterprise Architecture
- July 2024 Release Notes for Planview Enterprise Architecture
- August 2024 Release Notes for Planview Enterprise Architecture
- September 2024 Release Notes for Planview Enterprise Architecture
- October 2024 Release Notes for Planview Enterprise Architecture
- November 2024 Release Notes for Planview Enterprise Architecture
- December 2024 Release Notes for Planview Enterprise Architecture
- 2023
- January 2023 Release Notes for Planview Enterprise Architecture
- February 2023 Release Notes for Planview Enterprise Architecture
- March 2023 Release Notes for Planview Enterprise Architecture
- April 2023 Release Notes for Planview Enterprise Architecture
- May 2023 Release Notes for Planview Enterprise Architecture
- June 2023 Release Notes for Planview Enterprise Architecture
- July 2023 Release Notes for Planview Enterprise Architecture
- August 2023 Release Notes for Planview Enterprise Architecture
- September 2023 Release Notes for Planview Enterprise Architecture
- October 2023 Release Notes for Planview Enterprise Architecture
- November 2023 Release Notes for Planview Enterprise Architecture
- December 2023 Release Notes for Planview Enterprise Architecture
- Notice to On-Premises Customers: Monthly Product Updates for Planview Enterprise One – CTM and Planview Enterprise Architecture Ending in June 2023
- 2022
