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Planview Enterprise Architecture
Getting Started with Enterprise Architecture
Using Enterprise Architecture
Using the Interface
Working with Portfolios
Working with Ribbons and Tiles
Using Search
Working with Filters
Default Portfolios
Finding Your Product Release Number
Using the Settings Pane
Working with Portfolio Components
Working with Components
Working with the Grid
Security Considerations for Editing Data in the Grid View
Working with Column Sets
About Calculated Properties
Completing Workflow Tasks
Default Column Sets
Naming 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
About Excel Integration Options
Editing Data in Excel
Exporting Data to Excel
Exporting the Current View to Excel
Importing Data from Excel
Using the Excel Collector
Managing Data
Application Portfolio Management
About Application Portfolio Management
Modeling Applications
Managing Application Categories
Managing Applications
Application Domain Data Model Diagram
Assigning Application Owners
Assigning Software Modules to Applications
Creating an Application
Creating a Software Module
Editing Application Data
Managing Application Lifecycles
About Application Lifecycles
Application Lifecycle Types
Creating and Editing Application Lifecycles
Deleting Lifecycles and Lifecycle Phases
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
Creating and Editing Standards Lifecycles
Deleting Lifecycles and Lifecycle Phases
Proposing and Approving Internal Lifecycles
Standards Lifecycle Types
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
About Information Portfolio Management
Reports and Visualizations
Capability Map with Information Security Impacts
Data Lineage Report
Information Completeness Report
Information Detail Report
Information Impact Summary Report
Information Profiles by Organization Report
Information Security Impacts on Applications
Investment Portfolio Management
About Investment Portfolio Management
Reports and Visualizations
Strategy Roadmap by Initiative
Strategy Roadmap by Program
Administration and Configuration
Authentication
Overview
Header-Based Authentication Configuration
LDAP Authentication Configuration
SAML 2.0 SSO Authentication Configuration
Windows Integrated Authentication with WAFFLE
CTM User Sync Overview
Miscellaneous
Configuring Password Policy Rules
Configuring the Gateway to Prevent Concurrent Logins
E1 Converged Authentication and SSRS FAQ
Managing OAuth Application IDs
Using a Dictionary File to Validate Passwords
BPServer Administration
Working with the Metamodel
Working with Metamodel Types
Deleting Relationships from bpserver
Events System
About the Events System
Configuring the Events System
Configuring Event Consumers
Creating Event Consumer Configurations
What Are Event Consumers?
Event Consumer Actions
Delete Workflow Action
Logging Action
Notify Action
Set Enum Property Action
Start Workflow Action
Event Consumer Filters
Blueprint Filters
Component Type Filters
Enum Property Value Filters
Event Type Filters
Expression Property Value Filters
Property Definition Filters
Relationship Event Filters
String Property Value Filters
TQL Event Filters
Example Event Consumer Configurations
Example: Logging and Notifying Users When Using Multiple Filters
Example: Notifying Users Related to Application Components
Importing and Exporting
Importing and Exporting Objects Using TUX
About Importing Instance Data
Exporting Instance Data to a TUX File
Importing Data from Excel
Using Excel Roundtrip
Troubleshooting Excel Roundtrip Job Errors
Using the Excel Collector
Creating and Editing Mapping Configurations
Accessing the List of Worksheets for a Configuration
Adding Column Mappings for Component Types
Adding Column Mappings for Relationship Types
Creating a Mapping Configuration
Deleting a Mapping Configuration
Editing a Mapping Configuration
Creating and Editing Mapping Worksheets
Creating Mapping Worksheets
Deleting Mapping Worksheets
Editing Mapping Worksheets
Downloading the Template Spreadsheet
About Creating Spreadsheets
About the Excel Collector
Importing and Exporting
Exporting Excel Collector Configurations
Generating a TUX File of Spreadsheet Data
Importing Spreadsheet Data
Required Privileges for Using the Excel Collector
Managing Portfolio Data
Managing Instance Data
About the Data and Types Page
Creating, Editing, and Deleting Component Instances
Finding Component Instances in Data and Types
Purging Instance Data
Normalization Engine
About the Normalization Engine
Managing and Normalizing Collected Data
Managing Collected Data
Using the Rejection Log
Working with Certified/Blocklisted Components
Using Component Aliases
Creating Name Patterns
Importing and Exporting the Normalization Configuration
Using the Normalization Collector Job
Running the Normalization Collector Job
Understanding the CDC Plugin Configuration
Understanding Data Sources
Exporting to a TUX File
Policy Manager
Creating Policies
Creating a New Policy
Defining Conditions
Defining Conditions in Advanced View
Defining Policy Rules
Examples: Building a Condition
Editing Policies
Approving or Rejecting a Policy
Deleting a Policy
Editing General Policy Information
Editing Policy Extra Information
Using the Policy Navigator
Executing Policy Runs
About Policy Runs
Comparing Results from Two Policy Runs
Deleting Policy Run Histories
Scheduling a Policy Run
Specifying Results Retention Time
Starting a Policy Run Manually
Viewing Policy Run Results
Locating Policies
Exporting Policies
Using the Policy Picker
Viewing Policy Details
Managing Exceptions and Remediations
Managing Policy Exceptions
Managing Policy Remediations
Policy Manager Overview
About Policy Manager Workflows
About Preconfigured Policies
About the Policy Manager
Policy Elements and Roles
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
Security Overview
Working with Groups
Working with Roles
Working with Access Control Lists
Working with External Groups and User Accounts
Component Roles and Privileges
Overview of Groups
Relationship Roles and Privileges
User Management
Controlling Access to Blueprints and States
About Controlling Access to Blueprints
Restricting Access to Blueprints
Viewing a List of Blueprints
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
Applications Menu Security Settings
Business Menu Security Settings
Investments Menu Security Settings
Information Menu Security Settings
Technology 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
About Configuration Screen
About Configuration Screen
Configuration Screen Browser/Editor Pane
Displaying the XML File
Configuration Manager Navigator Pane
Commonly Used Configuration Settings
Adjust Row Limit for Grid Pages
Configuring the Applications Switcher
Configuring the Index Maintenance Job
Authorization Settings
Disabling Editing for Users or Groups
Limiting Hierarchy Map Nodes
Portfolios Search Settings
Scheduling TIRS Recalculation
Importing and Restoring Settings
Importing Configuration Settings
Restoring Configuration Settings
Other Configuration Settings
Datamart Generator Settings
enforceACLSecurity
Working with the ID Generator
irsRebuildThreshold
Date Formats
Schedulers
Server Session Settings
TQL Maximum Limits
Troux Architect and Repository Mappings
SMTP Settings
Job History Retention
Viewing and Editing Settings
Editing Configuration Settings in Configuration Manager
Editing Configuration Settings in a Text Editor
Viewing Configuration Settings in Configuration Manager
Workflow (Governance)
Managing Workflows
About Preconfigured Workflows
About Workflows
Managing Currently Active 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
Annual Contract Review
Application Data Completeness Policy Remediation
Applications Using Technology Nearing Denied Status
Proposed Application Deployment Lifecycle Approval
Proposed IT Owner Change
Semiannual Application Review
Semiannual Multiple-Owner Application Review
Information Portfolio Workflows
About Information Portfolio Workflows
Information Data Completeness Policy
Information Review
Policy Manager Workflows
Asset-Level Remediation
Policy-Level Remediation
Technology Portfolio Workflows
About Technology Portfolio Workflows
Proposed Lifecycle Approval
Request for Comments
Semiannual Standards Category Review
Standard Data Completeness Policy Remediation
Waiver Request Approval
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
Admin Utilities for GDPR Compliance
Configuring Data Currency
Setting Server Mode
Viewing System Information and Exporting Log Files
Customizing the User Interface
Using Solution Composer
About the Solutions Framework
Customizing the Banner
Customizing Menu Options
Working with Solution Objects
Customizing +New Menu Options
Opening Solution Composer
Solution Object Types
Working with Widget Layouts
About Widget Layout Architecture
Working with Out of the Box Widget Layouts
Creating Widget Layouts
Setting Global Layouts
Working with Expressions
Using Access Bean Creators
Specifying View and Edit Layout Mode Behavior
Widget Layout Settings
Access Checkers
Selecting an AccessCheckerData Type
Working with Access Checkers
Combining Access Checker Methods
Access Checker Java Classes
Caching and Repairing Solution Elements
About the Solution Composer Diagnostic Tool
About Caching Solution Objects
Loading the Cache with All Solution Elements
Flushing the Cache
Repairing Solution Object Conflicts
Portfolios, Tiles, and Column Sets
Managing Column Sets
Managing Column Sets (Legacy)
Managing Portfolios
Managing Ribbons and Tiles
Using the Job Manager
About the Job Manager
Stopping a Job
Viewing Job Summary Information
Submitting Jobs
Viewing Job Details
Datamart Generator
Getting Started
About the Datamart Generator User Interface
Project Workflow
User Roles and Privileges
Introduction to Designing Datamarts
Assessing Your Business Needs
Choosing a Data Structure
Mapping Metamodel Objects to Datamart Objects
Understanding the Troux Metamodel
Working with Datamarts
Working with Datamart Target Databases
Managing Datamarts
Creating a Datamart
Deleting a Datamart
Editing Datamart Properties
Editing Datamart Properties with Custom Java Classes
Exporting a Datamart Definition
Viewing Datamarts and Datamart Properties
Managing Tables
Creating a Table
Deleting a Table
Editing Advanced Table Properties
Managing Links Between Tables and Datamarts
Managing List Property Tables
Managing Table Columns
Using Object Sources to Load Tables
Viewing Tables and Table Properties
Working with Tables
Managing Table Links
Adding a Table Link
Deleting a Table Link
Viewing Table Link Entities Associated with a Selected Datamart Entity
Working with Table Links
Managing the Datamart Data Target
About Data Target Properties and Entities
Configuring Extended SQL Queries
Creating, Viewing, and Deleting Data Targets
Dropping a Data Target Table
Specifying and Testing Database Connections
Working with Data Targets
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
Working with SSRS Reports
Connecting to the SSRS Report Server
Creating SSRS Report Tiles and Menu Options
Setting Default Parameters
Making an SSRS Report Tile Portfolio Aware
Adding a Detail View Link to an SSRS Report
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
Introduction to Data Collection
What Type of Data can be Collected?
Data Collection Workflow
Access Requirements
Building Collector Configurations
Overview
Planning the Collector Configuration
Creating the Environment
Collector Model Overview
Creating a Collector Model
Modeling Example Collectors
Example: Collecting Components and Properties
Example: Creating Components and Relationships
Example: Creating Components and Subcomponents
Running the Collector
Collector Object Details
Collector Objects
Aggregator Objects
Query Objects
Query Parameter Objects
Alias Generator Objects
Row Handlers
Mapping Objects
Data Source, Connection Factory, and File Factory Objects
Collecting from XML Data Sources
Configuring TUX Jobs and Job Templates
About TUX Job Processing
Setting Up Job Templates
Job Template Settings
TUX Email Settings
Configuring Locators
Worker Thread Settings
Precedence Settings
Setting Up Jobs
Job Settings
Configuring a Collector to Run on the CTM Server
Running and Scheduling Data Collection Jobs
Understanding the Collector Process
Considerations for Deploying Collectors
About Testing and Staging Data Collection
Running or Scheduling a Collector Job
Option 1: Manually Running a Job on the Server
Option 2: Scheduling a Job to Run on the Server
Option 3: Scheduling a Server-Side Collector from the Client
Option 4: Generating a TUX File on the Client; Manually Running a Job on the Server
Option 5: Scheduling a Client-Side Collector
Generating the TUX File Separately
Manually Submitting a Job on the Server
Scheduling Data Collection
Scheduling Data Collection with the Configuration-Based Scheduler
Scheduling Data Collection with the Component-Based Scheduler
Collection Using a Metamodel-Specific TUX Format
Using Metamodel-Specific TUX Formats
Configuring Custom DTDs
Using TUX and Custom DTDs
Reference: Configuration File Syntax Examples
Reference: Troux Upload XML (TUX)
TUX Elements
Example TUX File
Reference: Using the trouxClient Utility
Configuring trouxClient to Access the CTM Server
trouxClient Utility Command Reference
Reference: TUX Processing Rules and Messages
Data Validity Checking
TUX Numeric Precision Rules
Reference: Collecting List Data and Link Data
Collecting List Data
Collecting Link Properties
Installation
Installation and Deployment Planning
System Requirements
Scaling and Performance
Security
Language Support
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)
Pre-Upgrade Tasks
Running the Upgrader
Post-Upgrade Tasks
Maintaining Customizations
Preserving Customizations and Minimizing Conflicts
Upgrade Impact on Customizable Elements
Unsupported Changes
Best Practices in Implementing Customizations
Externalizing Customizations
Reapplying Customizations
Managing Customizations Workflow
Staging a Deployment
Staging Environments
Cross-Stage Consistency Requirements
Staging Privileges
Pre-Staging Tasks
Staged Elements
Common Staging Tasks
Switching Databases
Post-Staging Tests
Accessing and Configuring Logs
Configuring and Exporting Log Files
Configuring the Usage Log
Troux Administrative Tool (trouxAdmin)
trouxAdmin Basic Commands
trouxAdmin Advanced Commands
Uninstalling Capability and Technology Management (CTM)
Uninstalling 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
About Lifecycle Types
Adding New Phase Types to a Lifecycle Type
Creating a Custom Lifecycle Type
Creating Managed Lifecycle Types
Update or Repair Lifecycles
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
Running Jobs
Scheduling Jobs
Accessing Enterprise Architecture from hibernation mode
Integrations and Connectors
Enterprise Architecture API
Overview
About the API
Examples
Using the API to Export TUX Files
Using the API to Monitor and Manage TUX Jobs
Authentication
Using OAuth 2.0 Authentication
Getting Data and Types
Getting Model Data
Configuring Query Limits
Filtering GET Requests
Getting Type Definitions
Selecting Properties and Related Components
Posting Model Data
Creating Components
Deleting Components
Performing Partial Updates to Reference Properties
Update or Create (Upsert) Components
Updating Components
API Reference
Error Codes
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
Enterprise Architecture Power BI FAQ
Connecting to the EA Power BI App
Creating a Power BI OAuth Application ID
Working with Custom Power BI Datasets
Flexera Technopedia Integration
Flexera Technopedia Integration Overview
About the Flexera Technopedia Integration
Creating and Mapping New Software or Hardware Instance Data
Mapping Existing Software or Hardware Objects
Setting Up the Flexera Technopedia Integration
Configuring Planview EA for the Flexera Technopedia Integration
Technopedia Integration Administration
Strategic Planning Connector
Configuring the Strategic Planning Connector
Creating a Planview Portfolios strategy from a Planview EA plan
Updating Plans in Planview EA with Changes to Strategies in Planview Portfolios
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
Running the Connector Manually
Scheduling the Connector to Run
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
2025
March 2025 Release Notes for Planview Enterprise Architecture
April 2025 Release Notes for Planview Enterprise Architecture
2024
January 2024 Release Notes for Planview Enterprise Architecture
January 2024 Patch 1 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
January 2023 Patch 1 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
June 2023 Hotfix Release Notes for Planview Enterprise Architecture
July 2023 Release Notes for Planview Enterprise Architecture
July 2023 Patch 1 for Enterprise Architecture
August 2023 Release Notes for Planview Enterprise Architecture
August 2023 Patch 1 for 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
November 2022 Release Notes for Planview Enterprise Architecture
December 2022 Release Notes for Planview Enterprise Architecture
December 2022 Patch 1 for Planview Enterprise Architecture
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