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Caliber Visualize 11.5

Caliber Visualize Help

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2016-09-02

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Contents

Welcome to Caliber Visualize ............................................................................6Getting Started ................................................................................................... 8

Accessing and Exiting ......................................................................................................... 8Logging on as an Administrator for the First Time ....................................................8Logging On with the Default User Account ...............................................................8Logging On to ...........................................................................................................9Logging Off and Exiting ............................................................................................ 9

Introducing Caliber Visualize .......................................................................... 10What is Caliber Visualize ................................................................................................. 10Benefits of Caliber Visualize ............................................................................................. 10What You Can Do with Caliber Visualize ...........................................................................11Visualizations .................................................................................................................... 11

Scenarios ............................................................................................................... 11Simulations .............................................................................................................12

Test Case Insight ...............................................................................................................12Custom Reports ................................................................................................................ 13Managing Project Changes ...............................................................................................13Tour of the User Interface ..................................................................................................13

Workspace ............................................................................................................. 14Admin Console ....................................................................................................... 31

Sample Project ..................................................................................................................31Tutorial ...............................................................................................................33

Tutorial Objective ...............................................................................................................33Step 1 - Enable a Project .................................................................................................. 33Create a Scenario ............................................................................................................. 33Step 3 - Add Swimlanes to a Scenario ..............................................................................35Step 4 - Running A Scenario Storyboard ..........................................................................35Step 5 - Adding Discussions to a Scenario Storyboard .................................................... 36Step 6 - Create a Simulation ............................................................................................. 36Step 7 - Add the Login Screen to the Simulation Diagram ................................................36Step 8 - Add the Welcome Screen to the Simulation Diagram ..........................................37Step 9 - Create the Customer Maintenance Simulation ....................................................38Step 10 - Run the Simulation ............................................................................................ 40Step 11 - Add Discussions to the Simulation .................................................................... 40Step 12 - Trace a Visualization to and from a Requirement ..............................................40

Projects ............................................................................................................. 41Enabling a Project ............................................................................................................. 41Opening a Project ............................................................................................................. 41Managing Projects ............................................................................................................ 42Duplicating a New Project ................................................................................................. 42Configuring a Project .........................................................................................................42Allowing Access to a Simulation ....................................................................................... 43Locking and Unlocking a Project .......................................................................................43Exporting a Project ............................................................................................................43Importing a Project ............................................................................................................43Using Pulse to View Project Updates ................................................................................44Using Copy and Paste for Visualizations ...........................................................................44Undoing Changes in Visualizations ...................................................................................44Finding Project Assets ...................................................................................................... 45

Visualizations ................................................................................................... 46

Contents | 3

Scenarios .......................................................................................................................... 46Creating a New Scenario ....................................................................................... 46Renaming a Scenario .............................................................................................47Deleting a Scenario ................................................................................................47Selecting Multiple Objects in a Scenario ................................................................47Scenario Diagram Overview ...................................................................................47Running a Scenario Storyboard ............................................................................. 57

Simulations ........................................................................................................................57Creating a Simulation ............................................................................................. 58Renaming a Simulation .......................................................................................... 58Deleting a Simulation ............................................................................................. 58Setting the Default Simulation ................................................................................ 58Simulation Diagram Overview ................................................................................ 59Viewing a Simulation in a Web Browser .................................................................79Requesting a Simulation Review ............................................................................80Enhancing a Basic Simulation ................................................................................81

Starting a Discussion ........................................................................................................ 93Viewing and Adding to Discussions in the Details Window ....................................93Commenting on Submitted Discussions in the Details Window ............................. 94Reviewing a Simulation and Creating Discussions ................................................ 94Creating Discussions from a Storyboard ................................................................94Viewing and Hiding Replies to Discussions ........................................................... 95

Creating a Note ................................................................................................................. 95Viewing and Adding Notes in the Details Window ..................................................95

Test Case Insight ..............................................................................................96Working with Test Cases ...................................................................................................96Generating and Viewing a Test Case ................................................................................96Exporting a Test Case .......................................................................................................96Test Case Structure ...........................................................................................................97Using Magnitude in ........................................................................................................... 98

Using Magnitude at the Project Level .....................................................................98Using Magnitude with Scenarios ............................................................................99Using Magnitude with Simulations ......................................................................... 99Changing a Default Magnitude Value .....................................................................99Magnitude Default Values .......................................................................................99

Custom Reports ............................................................................................. 101Creating a Report ............................................................................................................101Including Images in a Report .......................................................................................... 102For Reviewers Displaying Assets From Reports ............................................................. 102

Opening a Scenario Diagram from a Report ........................................................102Opening a Storyboard from a Report ...................................................................103Opening a Simulation from a Report ....................................................................103Opening a Simulation Diagram from a Report ..................................................... 104Viewing a Template from a Report for Reviewers ................................................ 104

For Users Opening Assets From a Report ......................................................................104Opening a Scenario Diagram from a Report ........................................................105Opening a Storyboard from a Report ...................................................................105Opening a Simulation from a Report ....................................................................105Opening a Simulation Diagram from a Report ..................................................... 105Opening a Template from a Report ...................................................................... 106

Administering ................................................................................................. 107Logging On with the Administrator Account .................................................................... 107Changing the Administrator Password ............................................................................ 107Managing the System ..................................................................................................... 107

Accessing System Options ...................................................................................108

4 | Contents

Modifying General Options ...................................................................................108Accessing Database Information ..........................................................................109Accessing Error Logs ........................................................................................... 109Parking a Project .................................................................................................. 109Unparking a Project ..............................................................................................110

Working with User Accounts and Workspaces ................................................................110Managing Locks ................................................................................................... 110Enabling SSL Communication ..............................................................................111

Caliber Integration ..........................................................................................112Administering the - Caliber Integration ............................................................................112

Requirements for the Caliber Integration ..............................................................112Caliber Security Model ......................................................................................... 113Authenticating Users ............................................................................................ 114Setting Up Your Profile for Caliber Users ............................................................. 114

Working with Integrated - Caliber Projects ......................................................................114Creating an Integrated - Caliber Project ...............................................................114Integrating with an Existing Caliber Project ..........................................................115Deleting an Integrated - Caliber Project ............................................................... 115Importing an Integrated - Caliber Project ............................................................. 115Viewing and Working with Visualization Assets in Caliber ................................... 116Requirements Types .............................................................................................116Formatting and Rich Text ......................................................................................116Opening a Visualization in Caliber ....................................................................... 116Creating Custom Caliber Reports ........................................................................ 117Adding Notes to an Integrated Project ................................................................. 117Viewing Traces ..................................................................................................... 118Modifying Requirement Traces .............................................................................118

SilkCentral Test Manager Integration ........................................................... 119Configuring the SilkCentral Test Manager Integration .....................................................119Viewing SilkCentral Test Manager Quality Metrics ..........................................................120Creating a Quality Traceability Report .............................................................................120Quality Insight Dialog Box ............................................................................................... 120

Customer Support ..........................................................................................122

Contents | 5

Welcome to Caliber Visualize

Welcome to Caliber Visualize

Introducing Caliber VisualizeGetting Started

Featured sections

VisualizationsCustom ReportsCaliber Integration

Tutorials and demonstrations

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6 | Welcome to Caliber Visualize

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About Caliber VisualizeCaliber Visualize is an integrated requirements definition and management platform that combinesinteractive software simulation with traditional requirements management.

Interactive simulations bring software requirements to life, greatly improving the quality and accuracy ofrequirements managed throughout the lifecycle. They can be shared with technical and non-technicalstakeholders early in the project lifecycle to ensure a thorough understanding of business needs andgreatly improve the quality of the requirements defined. Caliber Visualize combines interactive simulationswith traditional requirements management to ensure that change is managed throughout the lifecycle andkeeps everyone in synch with the business goals and needs.

About Caliber Visualize | 7

Getting StartedThis section provides guidance to get you started using Caliber Visualize.

Accessing and ExitingIf you are not the assigned Caliber Visualize administrator, speak with your system administrator beforeyou begin the installation to find out which product installation you should choose. Your systemadministrator will provide the URL, user name, and password you need to log on to Caliber Visualize.

The Caliber Visualize editor determines project access using the base Scenario type for each Caliberproject. Users whose access is limited to Scenario view cannot enter the Caliber Visualize editor for thatproject. These view users can run the visualization and participate in discussions using the Visualizationrun link (provided via the Author and Review components).

You can bypass the administrator logon process and use the sample user account instead with the useraccount included in the installation of the sample database. The sample user account is for Mary Manager.To log on, use mmanager as the user name and mmanager as the password.

Logging on as an Administrator for the First TimeThis first-time logon procedure is for Caliber Visualize administrators who are using either the 30-day trialversion or the full version of Caliber Visualize.

Important: After the Caliber Visualize installation is complete, the Caliber Visualize server might takeseveral minutes to start the first time. As a result, the URL might not be available immediately after theinstallation completes. If the service does not start, wait a few minutes and restart the service. If theservice does not start, contact customer support for assistance.

1. In your browser, navigate to the IP address or URL configured to access Caliber Visualize. The Log Onwindow opens in the browser.

2. Type the default user name as admin in the Username box.

3. Type the default password as admin in the Password box.

4. Click Log on.

Logging On with the Default User AccountThis first-time logon procedure is for Caliber Visualize users who meet the following criteria:

• You want to test-drive Caliber Visualize without setting up an individual account.• You are training someone else to use Caliber Visualize.

Important: After the Caliber Visualize installation is complete, the Caliber Visualize server might takeseveral minutes to start the first time. As a result, the URL might not be available immediately after theinstallation completes. Refer to the Installation Guide for more information.

1. In the browser, navigate to the IP address or URL to access the Caliber Visualize workspace. The LogOn window opens in the browser.

2. Type the default user account name for Mary Manager as mmanager in the Username box.

3. Type the default password as mmanager in the Password box.

4. Click Log on. The Loading message appears. When the product finishes loading, the CaliberVisualize home page opens in the browser window.

8 | Getting Started

Logging On toSpeak with your system administrator about the URL, user name, and password you need to log on toCaliber Visualize.

1. In the browser, navigate to the IP address or URL provided for your workspace. The Log On windowopens in the browser.

2. Type your user name in the Username text box.

3. Type your password in the Password box.

4. Click Log On. The Loading message appears. When the product finishes loading, the CaliberVisualize home page opens in the browser window.

Logging Off and Exiting• On the Caliber Visualize Workspace menu bar, click the Log off button.

Your work session ends. You can close the browser window.

Getting Started | 9

Introducing Caliber VisualizeThis section provides a comprehensive overview of Caliber Visualize, including features, benefits, a tour ofthe user interface, and instructions for viewing a sample Caliber Visualize project.

What is Caliber VisualizeCaliber Visualize is an interactive software simulation that integrations with Caliber for traditionalrequirements management.

Interactive simulations bring software requirements to life, greatly improving the quality and accuracy ofrequirements managed throughout the lifecycle. They can be shared with technical and non-technicalstakeholders early in the project lifecycle to ensure a thorough understanding of business needs andgreatly improve the quality of the requirements defined. Caliber Visualize combines interactive simulationswith the traditional requirements management of Caliber to ensure that change is managed throughout thelifecycle and keeps everyone in synch with the business goals and needs.

Additionally, Caliber Visualize creates scenarios. A scenario is a flowchart diagram that can be used tovisually depict, understand, and validate a sequential business process. Scenarios include descriptivesteps, decision steps, and links to other scenarios. You can also link a scenario step to a simulation thatinteractively demonstrates the intent and purpose of the step.

Benefits of Caliber VisualizeCaliber Visualize is an interactive software simulation that is part of the Caliber family. It offers the followingkey benefits:

Ease of use Drag-and-drop assembly lets non-technical users create simulations in minutes.

A realistic experience Simulations use sample data and business logic from your organization, sostakeholders experience exactly how the software will perform in real life.

Streamlinedcollaboration

Accessing simulations via the Web is an easy way for users to review and leavecomments, shortening the feedback cycle and ensuring critical feedback iscommunicated clearly.

Powerful analysisfacilities

Business process storyboarding using multi-user, server-based processdiagraming helps you define business processes and lets you quickly sketch anddistribute diagrams, as well as attach images and other documents for additionalcontext.

Document-friendlyrequirementsmanagement

Traditional text-based requirements can be defined quickly and easily using arich-text interface of Caliber and linked to simulations and scenarios of CaliberVisualize to ensure an appropriate balance of words and pictures.

Centralizedrequirementsplatform

All requirement artifacts, including text-based requirements, attributes,attachments, scenarios and simulations, are managed in a centralized platform.

Jump start testing Test cases can be automatically generated from requirement scenarios andsimulations and imported into most test management tools.

10 | Introducing Caliber Visualize

What You Can Do with Caliber VisualizeThe following list highlights core capabilities and functionality available in Caliber Visualize.

Create visual systemrepresentations

Caliber Visualize is a simulation tool designed to test drive applicationsbefore they are developed.

Generate dynamic output Caliber Visualize can produce output that mirrors a user's wishes for screendesign and click-through functionality. Use interactive design tools, data tableintegration, templates, and other features to automate applicationpresentation and maintain consistency.

Capture and describeprocesses

Scenarios allow you to capture business processes without being tied to onemethodology. A scenario storyboard function allows sequential review ofprocesses separately from prototyping the application. Swimlane categoriesare available to help you illustrate where a process crosses a boundary.

Export test casesdirectly from scenariosand simulations

The Test Case Insight feature allows you to build weighted, detailed testcases automatically. Test Case Insight uses magnitude values to help youdetermine level of effort, complexity, risk, or any other weighted method asdetermined by your business.

Gather customervalidation with a built-infeedback function.

Work collaboratively. A new background communication feature allows two ormore people to work on a simulation or scenario at the same time. Thisfeature is useful for reviewing work products or brainstorming sessions wherechanges need to be made and validated in real time by several people.

Create custom reportson-the-fly

Customizable reports can be created on-the-fly for scenarios andsimulations, feedback, or any combination of these assets. Reports areeasily accessible in Rich Text Format (RTF) from word processing or textapplications such as Microsoft Word or WordPad.

VisualizationsA visualization in Caliber Visualize is an interactive design component that is used to visually describe arequirement, set of requirements, or business process.

There are two types of visualizations in Caliber Visualize:

Scenarios A scenario is a flowchart diagram that can be used to visually depict, understand, andvalidate a sequential business process. Scenarios include descriptive steps, decision steps,and links to other scenarios. You can also link a scenario step to a simulation thatinteractively demonstrates the intent and purpose of the step.

Simulations A simulation is an interactive, functionally-rich software application prototype that is viewedin a Web browser. Simulations include screens, pages, configurable data, and workingcontrols that reviewers can interact with to test drive a software application prototype.

ScenariosA scenario is a flowchart diagram that can be used to visually depict, understand, and validate a sequentialbusiness process. Scenarios include descriptive steps, decision steps, and links to other scenarios. Youcan also link a scenario step to a simulation that interactively demonstrates the intent and purpose of thestep.

A scenario storyboard is an interactive representation of the steps in the scenario that includes controls tonavigate through the steps and provide feedback on the process design. The labels attached to the

Introducing Caliber Visualize | 11

decision step connectors appear in the scenario decision popup. This makes choosing a decision in thepopup window at the decision step easier to use when storyboarding.

Additional capabilities of a scenario include:

• Assign actors to steps.• Run a simulation attached to a step.• Validate and adjust business processes with stakeholders.• Integrate swimlanes in the diagram background to illustrate where a process crosses a boundary, such

as from one system to another, one department to another, or one company to another.• Assign an editable magnitude value to elements. Magnitude allows you to assign a weight to scenario

steps to assist you to rank importance, assess risk, or indicate complexity. You can use magnitude toindicate values that work for your business.

Note: Scenarios are an optional process tool included with Caliber Visualize. You do not need tocreate a scenario to build a simulation. Scenarios and simulations are created independently of eachother.

SimulationsA simulation is an interactive, functionally-rich software application prototype that is viewed in a Webbrowser. Simulations include screens, pages, configurable data, and working controls that reviewers caninteract with to test drive a software application prototype.

Additional simulations capabilities include:

• Supplement textual requirements by linking a requirement to a simulation to provide a visualdemonstration of the requirement.

• Make connections between screens based on data behaviors assigned to each screen.• Show proposed application features in a running prototype.• Solicit feedback from users and stakeholders about proposed system features.• Assign an editable magnitude value to elements that you can use to rank importance, assess risk, or

indicate complexity, or use magnitude to indicate values that work for your business.• Real-time collaborative editing is possible, based on the new messaging feature. More than one person

can work in simulations, including screen actions. This feature is valuable for distributed teams or whena stakeholder wants to work hands-on with a designer.

The use of simulations to create a prototyping perspective for requirements definition makes specificationsand details tangible to stakeholders and clearer for development teams. Creating a simulation starts withcreating screen actions (sometimes called wireframes), which are a major component of functionalsimulated applications. Using screen actions allows development teams to create simulated Web pagesand Web applications quickly and efficiently. The following components are available:

• Screen design features allow you to create working user interfaces (UIs) with a WYSIWYG editor. Thismode provides sophisticated tools for creating screen actions but does not require HTML or applicationdevelopment knowledge.

• For more experienced users, an HTML editing mode provides a method to provide formatting withcascading style sheets (CSS), custom HTML, and JavaScript.

• A JavaScript import utility allows you to add JavaScript easily by importing scripts.

Test Case InsightThe Test Case Insight feature in Caliber Visualize uses the diagram steps and process information that youdefine in scenarios and simulations and couples that information with magnitude settings to createweighted test cases.


The test cases follow the path laid out in the diagram, and the magnitude settings provide weighting foreach component. Details for each test case are accessible by clicking a button. Test cases are exportablein comma separated values (CSV) format, which is readable by many spreadsheet programs.

Custom ReportsCaliber Visualize provides automated project reporting based on project contents. Reports areconfigurable. You can include or exclude objects from a report easily, which means you can generate areport with as much, or as little, detail as you need.

Reports are generated in Rich Text Format (RTF), which can be opened in most word processingapplications. Document formatting is built in for applications that allow it, such as Microsoft Word. Otherapplications that can use RTF, such as WordPad, provide fewer native formatting features, so the reportsmight appear differently from how they appear in Microsoft Word.

Available formatting features include a dynamic table of contents, page headers with the report title, footerswith page numbers, the report author's name, and the date and time the report is generated.

Optional information is provided depending on the current selections in the list of items to include in theproject report. The following options are available in the Reporting dialog box:

Caliber Visualize Reporting Options

• Scenarios – Provides a report for the selected scenario. The dialog box displays choices to includediscussions, scenario diagrams, and all associated internal steps, decisions, actors, and invokes. Thereport shows decisions and invokes with links to other scenarios and connections to simulations. A linkis included to run the scenario storyboard directly from the report.

• Simulations – Provides a report for the selected simulation. Simulations are numbered for identification,and a link to the simulation is included. Any variables assigned to logic elements are displayed as wellas screen components, such as labels and boxes. Each simulation action is accompanied by the titleand the type of object. A link is included to run the simulation directly from the report.

• Appendices – Provides the following selectable categories, based on your choices:

• All Discussions – Provides a list of all discussions in the project.• All Project Actors – Provides a list of all project actors in the project.• All Project Templates – Provides a list of all data tables in the project.• Miscellaneous – Provides information related to the project.

Managing Project ChangesCaliber Visualize has built-in features to assist you be aware and keep track of changes in a project thatyou are interested in.

The Pulse feature helps team members working on the same project keep track of changes that othershave made while working on the project. By clicking a button on the Caliber Visualize Workspace toolbar,all team members have up-to-the-minute insight into who has edited a project asset, what the asset is, andwhen it was changed.

The second feature is an RSS feed that, when subscribed to, posts project updates automatically. Projectupdates are listed in order from newest to oldest. You can track changes automatically to any project thatyou have access to by subscribing to the RSS feed with any RSS reader that supports authentication.

Tour of the User Interface


WorkspaceThe Caliber Visualize Workspace is the main user interface area in which you can access and manageprojects and project assets. The main components of the Caliber Visualize Workspace are the Start Pagefrom which you can quickly access and create projects and the Project View, which displays project assetsand provides various editors for defining requirements and creating visualizations.

Additionally, the Caliber Visualize Workspace contains a menu bar that has menus and commands forperforming common project and project-related tasks such as exporting projects, managing projects,creating reports, running default simulations, and logging off.

Workspace Menu BarThe following table describes the menus and commands that are available on the Workspace menu bar.

Menu Function

Project menu The Project menu contains the following commands

• Open - Opens the Open Project dialog box.• Close - Closes the opened project.• Export - Exports the opened project.• Configure - Opens the Configure dialog box from which you can configure project settings for

the currently opened project.• Manage Projects - Opens the Manage Projects dialog box from which you can perform

project management-related tasks.

Reports menu Contains the following commands:

• Project Report Creates a report for the opened project.• Silk Central: Quality Traceability Report - Creates a report when the Caliber Visualize - Silk

Central Test Manager integration is enabled.

Note: This command is disabled if the Caliber Visualize is not integrated with SilkCentral Test Manager.

Run menu Runs the default simulation for the opened project.

Help menu Contains commands to open the About dialog box and Caliber Visualize Help.

Pulse button Click the Pulse button to open a dialog box that displays the following information describing thechanges made to projects in the current workspace:

• the day, date, and time of the last change• the user ID of the person who made the change• the list of the properties that were changed

Note: This button only appears when there are changes made to projects in theworkspace that have not been viewed by the current user. After viewing the changesmade, this button disappears from menu bar.

Project Provides a link that when clicked opens the Configure Project dialog box.

User Displays the name of the currently logged in user.

Log off button A button on the menu bar that when clicked logs you off Caliber Visualize.

Start PageThe Start Page contains commonly performed tasks which include opening recent projects, enableprojects for visualizations, and accessing learning resources. The Start Page appears by default when youopen a Caliber Visualize workspace.


Project ViewThe Project View appears upon opening a project and displays project assets in the Project Explorer.After selecting an asset in the Project Explorer, a tab opens and displays a viewer or editor specific to theselected asset.

Menu Function

Project Explorer Displays the hierarchical structure of project assets. Using the Project Explorer, youcan perform common actions such as finding and deleting project assets. Additionally,selecting an asset in the Project Explorer opens a project asset tab on which an assetspecific editor or viewer.

Project Asset Tabs Displays editors and viewers specific to a selected asset in the Project Explorer. Forexample, when a simulation is selected a tab appears and displays the SimulationDesigner from which you can design and develop a simulation. Each time you select anasset or asset type in the Project Explorer a new tab appears.

Project Explorer

The Project Explorer displays the hierarchical structure of project assets. Using the Project Explorer, youcan perform common actions such as finding and deleting project assets. Additionally, selecting an asset inthe Project Explorer opens a project asset tab on which an editor or viewer for the selected asset or assettype appears.

For example, after selecting the Simulations asset type, the Project Simulations tab appears from whichyou can create new simulations and manage existing simulations. After selecting a specific simulation, theSimulation Designer tab appears from which you can design and develop a simulation.

Additionally, the Project Explorer provides right-click menus containing various commands that are asset-specific.

Project Asset Tabs

After selecting an asset or asset type in the Project Explorer, a project asset tab appears and displays aneditor or viewer specific to the selected asset. For example, when a simulation is selected a tab appearsand displays name of the simulation on the tab and the Simulation Designer from which you can designand develop a simulation.

Each time you select an asset or asset type in the Project Explorer a new tab appears. To close a tab,move your pointer over the right corner of the tab and click the red 'X', as shown in the following graphic:

You can drag and drop tabs to rearrange the sequence in which the tabs appear. Also, on the right side ofthe Project View, you can click the Tab Menu button to access a navigational menu which lists the openedtabs. When you click a tab on the menu, the tab appears, as shown in the following graphic:


Project Scenarios Tab

The Project Scenarios tab displays all created scenarios available in the opened project.

The following table lists the buttons available on the Project Scenarios toolbar.

Button Function

New scenario Opens the New Scenarios dialog box from which you can create a new scenario.

Delete selection Deletes the selected scenario.

Tile view Organizes scenarios on the Project Scenarios tab as individual tiles.

List view Organizes scenarios on the Project Scenarios tab into a horizontal list.

Scenario Designer

Scenarios contain a diagram that resemble a standard flowchart with labeled rectangles, diamonds, andconnection lines. This flowchart is called a scenario diagram and is created and edited in the ScenarioDesigner.

The following table describes the buttons available on the Scenario Designer toolbar.

Button Name Function

New generic step Creates a new step that represents one action or part of a process.

New decision step Creates a new decision step that represents a branch in the process that canhave one or many paths available based on several criteria, such as the choicemade, outcome of a yes-no question, or other process criteria that you choose.A decision must be connected to at least one object to allow configuration.

New invoke step Creates a new invoke object that you can use to connect one scenario toanother scenario.

New rich text Creates a text object that can be used as a label, title, or other note directly inthe diagram.

New swimlane Creates a swimlane container with two swimlanes. Swimlanes are configuredwithin the Details window.

Storyboard Generates a storyboard of the scenario diagram that allows a sequential view ofthe process. This function is available even when the scenario is locked forediting.

Show Event/History: Undo

Opens the Details window and displays the list of changes made to thescenario from which you can undo.

Delete selection Deletes the selected objects.



Refresh Refreshes the page.

Clear document Clears the page of all diagram objects. This action deletes everything in thediagram.

Window settings Sets grid functions as on or off, and configures grid size for grids that are turnedon. The primary grid size default is 80 pixels. The grid subdivision defaultsetting is set to 4, which is the number of squares per primary grid division.

Enables position snapping and snapping when resizing.

Sets default connector options for line type default to straight, curve, ororthogonal line types. Setting the default connector type affects all diagramlines created after setting the connector option. If the option is not set, thedefault is set to straight.

Export as image Exports the diagram as an image, which can be printed, saved, and attached toan email.

Zoom Provides a slider to set the zoom for the page incrementally to make the viewlarger or smaller.

Fit in window Resets the page view back to 100%.

Storyboard Viewer

Using the Storyboard Viewer, you can interactively view a scenario storyboard. The Storyboard Viewerincludes controls to navigate through the steps of a scenario and provide feedback on the process design.

The following table describes the buttons on the Storyboard Viewer toolbar:


Restart Restarts the storyboard from the beginning.

Next Advances the storyboard to the next step.

Back Reverses the storyboard to the previous step.

Zoom Resizes the storyboard view incrementally, either larger or smaller.

Fit in window Resets the storyboard view to 100%, which is actual size.

Project Simulations Tab

The Project Simulations tab displays all created simulations available in the opened project. The followingtable lists the buttons available on the Project Simulations toolbar.


New simulation Opens the New Simulations dialog box from which you can create a new simulation.

Delete selection Deletes the selected simulation.

Tile view Organizes simulations on the Project Simulations tab as individual tiles.

List view Organizes simulations on the Project Simulations tab into a horizontal list.

Simulation Designer

Project simulations contain processes described by visual objects in a simulation diagram. The SimulationDesigner is used to create, display, and manage simulation diagrams and associated objects within thediagram.


The following table describes the buttons available on the Simulation Designer toolbar.

Button Name Action

New screen action Creates a new screen action, which is a representation of a Web page or otheruser interface that the user can interact with.

New logic action Creates a new logic action, which is an action that can be affected by a useraction, but does not directly include user interaction. A logic action contains thefollowing configurable selections:

• Variable Assignment (assign a value to a variable)

• Select Data (by filtering)

• Insert Data (to a data table)

• Update Data (in a data table)

• Delete Data (from a data table)

Depending on the choice, settings include filtering, various criteria settings,inserting an expression, set sort order to ascending or descending, andvariable assignment choices. Variable assignment allows choosing an existingvariable or entering new variables on the fly.

New decisionaction

Creates a new decision action, which is branch in the process that can haveone or many paths based on defined conditions, such as the choice made,outcome of a yes-no question, or other criteria that you choose. A decisionmust be preceded by another action and connected to at least one action thatrepresents a decision action in the diagram. Decisions are not limited to aneither-or choice; multiple outputs are available for decision configuration.

Clicking a decision action opens a dialog box in which you can defineconditions to control the flow of the simulation.

New redirectaction

Creates a new redirect action which links to a destination within the sameproject and can either be to the same simulation, an action within thesimulation, or an action within another simulation.

New rich text Creates a text object that can be used as a label, title, or other note directly inthe diagram.

Simulate Runs the simulation currently open in the Simulation Designer.

Show Event/History: Undo

Opens the Details window and displays the list of changes made to thesimulation from which you can undo.

Delete Deletes the selected object, text label, or line.

Refresh Refreshes the window.

Clear document Clears all items from the page. This deletes everything in the diagram.

Window settings Set grid functions, snap to grid, and configure grid size. Set connector linedefault to straight, curved, or orthogonal for the entire project for new lines.Any existing lines are not affected.

Export as Image Exports the template under development to an image that can be saved,printed, and sent as an attachment to an email.

Zoom Sets the zoom in increments on a slider.

Fit in window Sets the zoom for the page back to 100%, which is actual size.


Screen Editor

Using the Screen Editor, you can design functioning elements with which users can interact in simulationoutput, like text-entry areas, buttons, list boxes, check boxes, option buttons, and hyperlinks.

The following table describes buttons available on the Screen Editor toolbar.


New rich text area Adds a new rich text area. Allows you to format text, including hyperlinks. Double-clicking the object displays the formatting dialog box where display text is entered, aswell as settings for screen location (X and Y coordinates), size, arrangement (up ordown), description, font size and style, and paragraph orientation. Additionally, ahyperlink can be associated with the text.

New box Adds a configurable box.

New button Adds a configurable button. Buttons allow the user to take an action within the screen.

New list box Adds a configurable list box for text.

New multiple-selectlist box

Adds a multiple-select capable list box. The user can select more than one option byholding the Ctrl key and clicking the desired choices.

New text area Adds a configurable text area.

New check box Adds a check box.

New option button Adds an option button.

New text link Adds a text-based hyperlink.

New image Adds an image. You can choose from an existing image object associated with theproject, or add a new image object. Supported image formats are JPG, GIF, and PNG.

New table Adds a configurable table.

New calendar Creates a configurable calendar that allows a user to scroll through each month, andclick to select a date. Configuration feature allows setting a default date from a table, orother variable.

New rectangle Creates a rectangle object in the work area. Rectangles are used to group like items,and to create basic objects with special properties like headers and footers. Formattingfeatures allow you to create colored borders, fill colors, and text. Rectangles can alsobe layered.

New script widget Adds a script widget in which you can add custom HTML, CSS, or scripting languagecode that extends the default behavior and appearance of a screen action.

Select template Chooses a template as a foundation. This feature allows you to build a template basedon another template with some common elements, such as a company logo and anavigation bar. You can add other elements to augment the base template. You havethe option to choose No template if you do not want to use a template. The dialog boxdisplays the following choices:

• No template.• Project default template. Allows you to choose a default template to be applied

automatically each time a screen is created.• Use template. Provides an additional choice to select an available template from a

list.

Show Event/History:Undo

Opens the Details window and displays the list of changes made to the screen objectfrom which you can undo.

Delete selection Deletes the selected object.

Refresh Refreshes the Template Editor page.



Clear document Selects and deletes all objects on the page. This option clears everything and presentsa blank page.

Window settings Sets grid functions, snap to grid, and configures grid size. Sets connector line default tostraight, curved, or orthogonal for the entire project for new lines. Any existing lines arenot affected.

Export as Image Exports the screen objects under development to an image that can be saved, printed,and sent as an attachment to an email.

Business Data Tab

The Business Data tab displays all created data tables available in the opened project. The following tablelists the buttons available on the Business Data toolbar.


New data table Opens the New Actor dialog box from which you can create a new data table.

Delete selection Deletes the selected data table.

Create table fromCSV

Opens the Create a new data table from CSV dialog box.

Tile view Organizes data tables on the Business Data tab as individual tiles.

List view Organizes data tables on the Business Data tab into a horizontal list.

Table Designer

Using the Table Designer, you can create data in a tabular format to use in as simulation data. Forexample, you could create a list of users to use in a simulation that demonstrates user validation of a logindialog box.

The following table describes the buttons available on the Table Designer toolbar:


Add row Adds a new row.

Delete row Removes the selected row.

Add column Adds a new column for data with a selectable list of data types:

• Text

• Integer

• Decimal

• Boolean

• Date

• Time

Data entered automatically conforms to the data type you choose from the list.

Reload data Refreshes the table and the data.

Images Tab

The Images tab displays all created images available in the opened project. The following table lists thebuttons available on the Images toolbar.



New image Opens the New Images dialog box from which you can create a new image.

Delete selection Deletes the selected image.

Tile view Organizes images on the Images tab as individual tiles.

List view Organizes images on the Images tab into a horizontal list.

Project Templates Tab

The Project Templates tab displays all created templates available in the opened project. The followingtable lists the buttons available on the Project Templates toolbar.


New template Opens the New Actor dialog box from which you can create a new template.

Delete selection Deletes the selected template.

Tile view Organizes templates on the Project Templates tab as individual tiles.

List view Organizes templates on the Project Templates tab into a horizontal list.

Template Editor

The Template Editor provides a layout page and a dedicated toolbar for creating and designing templatesto be used in simulations.

The following table describes the objects and functions available from the Template Editor page.


New rich text area Adds a new rich text area. Allows you to format text, including hyperlinks. Double-clicking the object displays the formatting dialog box where display text is entered, aswell as settings for screen location (X and Y coordinates), size, arrangement (up ordown), description, font size and style, and paragraph orientation. Additionally, ahyperlink can be associated with the text.

New box Adds a configurable box.

New button Adds a configurable button. Buttons allow the user to take an action within the screen.

New list box Adds a configurable list box for text.

New multiple-selectlist box

Adds a multiple-select capable list box. The user can select more than one option byholding the Ctrl key and clicking the desired choices.

New text area Adds a configurable text area.

New check box Adds a check box.

New option button Adds an option button.

New text link Adds a text-based hyperlink.

New image Adds an image. You can choose from an existing image object associated with theproject, or add a new image object. Supported image formats are JPG, GIF, and PNG.



New table Adds a configurable table.

New calendar Creates a configurable calendar that allows a user to scroll through each month, andclick to select a date. Configuration feature allows setting a default date from a table,or other variable.

New rectangle Creates a rectangle object in the work area. Rectangles are used to group like items,and to create basic objects with special properties like headers and footers.Formatting features allow you to create colored borders, fill colors, and text.Rectangles can also be layered.

New script widget Adds a script widget in which you can add custom HTML, CSS, or scripting languagecode that extends the default behavior and appearance of a screen action.

Select template Chooses a template as a foundation. This feature allows you to build a template basedon another template with some common elements, such as a company logo and anavigation bar. You can add other elements to augment the base template. You havethe option to choose No template if you do not want to use a template. The dialog boxdisplays the following choices:

• No template.• Project default template. Allows you to choose a default template to be applied

automatically each time a screen is created.

• Use template. Provides an additional choice to select an available template from alist.

Show Event/History:Undo

Opens the Details window and displays the list of changes made to the template fromwhich you can undo.

Delete selection Deletes the selected object.

Refresh Refreshes the Template Editor page.

Clear document Selects and deletes all objects on the page. This option clears everything andpresents a blank page.

Window settings Sets grid functions, snap to grid, and configures grid size. Sets connector line defaultto straight, curved, or orthogonal for the entire project for new lines. Any existing linesare not affected.

Export as Image Exports the template under development to an image that can be saved, printed, andsent as an attachment to an email.

Project Actors Tab

The Project Actors tab displays all created actors available in the opened project. The following table liststhe buttons available on the Project Actors toolbar.


New actor Opens the New Actor dialog box from which you can create a new actor.

Delete selection Deletes the selected actor.

Tile view Organizes actors on the Project Actors tab as individual tiles.

List view Organizes actors on the Project Actors tab into a horizontal list.


Details Window

The Details window allows you to view and modify visualization asset properties. The Details window issynchronized with assets and objects appearing on the project asset tabs. Each time you select an assetor object, the properties listed in the Details window update with information specific to the selected assetor object.

By default, the Details window is docked on the right side of the Project View. Clicking the arrow button onthe Details window toolbar alternatively expands and collapses the window. You can move the Detailswindow to any location on the screen. When working in the Screen Designer, double-clicking an objectopens the Details window and displays the properties of the selected object.

The Details window contains bars that when clicked expand and collapse to reveal the selected propertycategory. For example, in the following graphic, the General property category is selected and expandedand all other property categories are collapsed.

Project View Right-Click MenusRight-click menus for assets and asset types in the Project Explorer provide commands to create newassets, find assets, copy assets, and other asset-specific commands. Additionally, right-click menus forassets appearing in the various project asset tabs contain similar commands. For example, on the ProjectSimulations tab, you can right-click a simulation to view the menu of the selected simulation.

Scenarios Right-Click Menus

There are three right-click scenarios menus which you can access by right-clicking the following:

• Scenarios asset type in the Project Explorer.• A specific scenario appearing in the Project Explorer or on the Project Scenarios tab.• An object in the Scenario Diagram.

The following sections provide a list of the commands available on each menu.

Project Explorer Scenarios Right-Click Menu

The following table describes the right-click menu of the Scenarios asset type in the Project Explorer.

Menu Command Function

New scenario Creates a new scenario.

Paste Item Pastes a copied scenario into the active project.

Find in Tree Opens the Find in Tree dialog box from which you can search for a specific project asset.

Individual Scenario Right-Click Menu

The following table describes the right-click menu of a specific scenario in the Project Explorer and on theProject Simulations tab.


Run Generate the storyboard for the selected scenario.

Notes Displays the Notes window.

Discussion Displays the Discussion window.

Traceability Displays the Traceability tab on which requirements traced to the selected scenarioappear.



Find in Tree Opens the Find in Tree dialog box from which you can search for a specific projectasset.

Note: This command is not available on the right-click menu of a scenarioappearing on the Project Scenarios tab.

Test Case Insight Opens the Test Case Insight page for the selected scenario, which displays test casesfor the scenario storyboard path with magnitude values, test case details, and anoption to export the test case to a comma separated values (CSV) file.

Rename Displays the rename function in the Details window.

Copy Item Copies the selected scenario.

Delete scenario Deletes the selected scenario.

Open in Caliber Author Opens the requirement traced to the scenario in Caliber Author.

Scenario Diagram Right-Click Menu

The following tables describe the right-click menu of a step or object in the Scenario Diagram:

Table 1: Start Step Right-Click Menu Commands





Configure actors Sets actor configuration options.

Edit resources Sets resources, either by attaching a file or adding a URL.

Rename Opens an editable box in which you can rename the selected object.


Table 2: Generic Step Right-Click Menu Commands


Configure Provides access to choose a simulation to connect to the selected step.




Configure Actors Configures the step to connect to a simulation.

Edit resources Sets resources, which consist of either a file or a URL.


Delete step Deletes the step and all step assets.




Table 3: Decision Step Right-Click Menu Commands








Delete decision Deletes the decision step and all decision assets.


Table 4: Invoke Step Right-Click Menu Commands


Configure Configures the scenario to connect to. Similar to a redirect in a simulation.







Delete invoke Deletes the invoke step and all invoke assets.


Table 5: Rich Text Action Right-Click Menu Commands


Edit Opens the Text dialog box in which you can edit the rich text.

Delete text box Deletes the selected rich text action.

Table 6: Swimlane Container Right-Click Menu Commands


Add swimlane Adds a swimlane to an existing swimlane container.



Show swimlanes side byside

Shows swimlanes in a vertical orientation to one another.

Show swimlanes stacked Shows swimlanes in a horizontal orientation to one another.

Delete swimlane Deletes the selected swimlane.

Delete swimlane container Deletes all swimlanes and the related swimlane container.

Simulations Right-Click Menus

There are three right-click simulations menus which you can access by right-clicking the following:

• Simulations asset type in the Project Explorer.• A specific simulation appearing in the Project Explorer and on the Project Simulations tab.• An object in the Simulation Diagram.


Project Explorer Simulations Right-Click Menu

The following table describes the right-click menu of the Simulations asset type in the Project Explorer.


New simulation Creates a new simulation.

Paste Item Pastes a copied simulation into the active project.


Individual Simulation Right-Click Menu

The following table describes the right-click menu of a specific simulation appearing in the ProjectExplorer and on the Project Simulations tab.


Run Generate the storyboard for the selected simulation.



Traceability Displays the Traceability tab on which requirements traced to the selected simulationappear.


Note: This command is not available on the right-click menu of a simulationappearing on the Project Simulations tab.

Test Case Insight Opens the Test Case Insight page for the selected simulation, which displays test casesfor the simulation storyboard path with magnitude values, test case details, and an optionto export the test case to a comma separated values (CSV) file.


Copy Item Copies the selected simulation.

Delete simulation Deletes the selected simulation.




Simulation Diagram Right-Click Menus

The following tables describe the right-click menu of an object in the Simulation Designer:

Table 7: Screen Action Right-Click Menu Commands


HTML override Displays the HTML override page.

Summary Opens the Summary page in a new browser window or tab. This page provides adistributable view of the simulation to which the screen action belongs including buttons torun or edit the simulation.




Rename Opens a box in which you can rename the selected object.

Copy Item Copies the selected screen action.

Delete screen Deletes the screen and all screen assets.


Table 8: Logic Action Right-Click Menu Commands


JavaScript override Imports the logic into an editor where you can add customization.





Delete logic Deletes the logic action and all logic assets.


Table 9: Decision Step Right-Click Menu Commands


Configure Opens a dialog box from which you can set conditions to control the flow of thesimulation.







Delete decision Deletes the decision action and all decision assets.


Table 10: Redirect Step Right-Click Menu Commands


Configure Configures the simulation to connect to. Similar to a redirect in a simulation.




Open destination Opens the simulation to which the redirect is configured.


Delete redirection Deletes the redirect action.


Table 11: Rich Text Action Right-Click Menu Commands


Edit Opens the Text dialog box in which you can edit the rich text.

Delete text box Deletes the selected rich text action.

Data Right-Click Menus

There are two right-click data table menus which you can access by right-clicking the following:

• Data asset type in the Project Explorer.• A specific data table in the Project Explorer and on the Business Data tab.


Project Explorer Data Right-Click Menu

The following table describes the right-click menu of the Data asset type in the Project Explorer.


New table Creates a new data table.

Paste Item Pastes a copied data into the active project.



Individual Data Table Right-Click Menu

The following table describes the right-click menu of a specific data table in the Project Explorer andBusiness Data tab.





Note: This command is not available on the right-click menu of a data tableappearing on the Business Data tab.


Copy Item Copies the selected data table.

Delete table Deletes the selected data table.

Images Right-Click Menus

There are two right-click images menus which you can access by right-clicking the following:

• Images asset type in the Project Explorer.• A specific image in the Project Explorer and on the Business Actor tab.


Project Explorer Images Right-Click Menu

The following table describes the right-click menu of the Images asset type in the Project Explorer.


New image Creates a new image.

Paste Item Pastes a copied image into the active project.


Individual Image Right-Click Menu

The following table describes the right-click menu of a specific image in the Project Explorer and theProject Images tab.





Note: This command is not available on the right-click menu of an image appearingon the Project Images tab.


Copy Item Copies the selected image.

Delete image Deletes the selected image.


Templates Right-Click Menus

There are two right-click templates menus which you can access by right-clicking the following:

• Templates asset type in the Project Explorer.• A specific template in the Project Explorer and on the Business Template tab.


Project Explorer Templates Right-Click Menu

The following table describes the right-click menu of the Templates asset type in the Project Explorer.


New template Creates a new template.

Paste Item Pastes a copied template into the active project.


Individual Template Right-Click Menu

The following table describes the right-click menu of a specific template in the Project Explorer and on theProject Templates tab.





Note: This command is not available on the right-click menu of a templateappearing on the Project Templates tab.


Copy Item Copies the selected template.

Delete template Deletes the selected template.

Actors Right-Click Menus

There are two right-click actors menus which you can access by right-clicking the following:

• Actors asset type in the Project Explorer.• A specific actor in the Project Explorer and on the Business Actor tab.


Project Explorer Actors Right-Click Menu

The following table describes the right-click menu of the Actors asset type in the Project Explorer.


New actor Creates a new actor.

Paste Item Pastes a copied actor into the active project.



Individual Actor Right-Click Menu

The following table describes the right-click menu of a specific actor in the Project Explorer and on theProject Actors tab:





Note: This command is not available on the right-click menu of an actor appearingon the Project Actors tab.


Copy Item Copies the selected actor.

Delete actor Deletes the selected actor.

Admin ConsoleFrom the Admin Console customize system and project settings. The Admin Console is only visiblewhen you log in as the Caliber Visualize admin user.

The Admin Console contains the following components:

Menu Function

Menu bar The Admin Console menu bar contains the followingcommands:

• Manage system - Opens the Manage system windowfrom which you can view error logs, general systeminformation, and database information as well as configureproject and system settings.

• Manage locks - Opens the Manage Locks window fromwhich you can

• Log off - Logs you off.

• Help - Opens the Caliber Visualize Help is a new browserwindow.

Details window Displays the property details of the selected workspace.

Sample ProjectThe Caliber Visualize sample project contains prebuilt scenarios, simulations, data tables, images,templates, and actors. Assets in the Caliber Visualize sample project are actionable and editable. You canrun simulations, view scenarios in the Storyboard Viewer, and generate reports based on the informationincluded in the project.

The sample project is installed in the following location of the Caliber Visualize installation folder:

C:\Program Files\Borland\Caliber Visualize\Sample_Project.tda

You can also download the sample project from the following location:

https://www.microfocus.com/support-and-services/documentation


https://www.microfocus.com/support-and-services/documentation

After accessing or downloading the sample project, you must import it into your workspace to make itavailable for use.


TutorialThe Caliber Visualize tutorial provides a step-by-step introduction to defining requirements and creatingvisually-rich and interactive process design diagrams and functional software simulations using CaliberVisualize.

Tutorial ObjectiveThe Caliber Visualize tutorial guides you through the steps required to perform the following tasks inCaliber Visualize:

• Define the initial requirements of a basic software application.• Create a scenario storyboard that visually displays the process flow of the application.• Create an interactive software simulation to demonstrate the functionality of the application as defined

by the requirements.• Submit the requirements, scenario, and simulation to project stakeholders for feedback.• Generate a report that provides a distributable version of the requirements and visual design

components of a Caliber Visualize project.

Step 1 - Enable a ProjectCaliber projects serve as a container in which you can logically group and manage a related set of projectassets, such as a set of requirements and visual design components called visualizations.

In this lesson, you learn how to enable a project in Caliber Visualize to store the visualizations used todefine and demonstrate a basic software application.

1. Click >Project > Manage Projects. The Manage Projects window appears.

2. Click Enable. The Enable Project window appears.

3. Select the project name from the Select Project to Enable list.

4. Click OK. The selected project is now enabled.

Create a ScenarioA scenario is an interactive flowchart diagram that can be used to visually depict, understand, and validatea sequential business process.

In this lesson, you learn how to create a scenario that visually depicts the intended high level design of theXYZ Corp. software application.

1. Create the high level design scenario:

a) In the Project Explorer, under Visualizations, select Scenarios. The Project Scenarios tabappears.

b) On the Project Scenarios toolbar, select New scenario. The New Scenario dialog box appears.c) In the Name box, type High Level Design.d) In the Description box, type the following: Describes the process flow of the XYZ

Corp. software application

e) Click OK. The High Level Design scenario appears on the Project Scenarios tab and underScenarios in the Project Explorer.

Tutorial | 33

2. Add steps to the scenario diagram:a) On the Project Scenarios tab, double-click High Level Design. The Scenario Designer appears.b) On the Scenario Designer toolbar, select the New generic step button and drag it under the

Start step.c) Type Login in the step description box.d) Connect the Start step with the Login step. Select the red semi-circle under the Start step, and then

drag the resulting arrow to the green semi-circle on the top of the Login step.e) Add a new generic step named Welcome under the Login step, as shown in the following graphic:

f) On the Scenario Designer toolbar, click the New decision step button , and name the step

Make Choice.g) Move the step to the right of the Start step.h) Connect the Welcome Screen and Make Choice steps.i) On the Scenario Designer toolbar, click the New invoke step button , and name the step

Customer List.

Note: Invoke steps reference another scenario and allow you to create a modular scenarioframework in which shared processes defined in one scenario can be reused as steps in otherscenarios.

j) Move the Customer List invoke step under the Make Choice step.k) Add a new generic step named Future Options under the Make Choice step.l) Connect the Customer List and Future Options steps to the Make Choice step, as shown in the

following graphic.

34 | Tutorial

Step 3 - Add Swimlanes to a ScenarioA swimlane is a scenario object that you can use to visually distinguish logical groups of steps in a process.

In this lesson, you learn how to add swimlanes to visually distinguish the steps of the Login process andthe steps of the Welcome page process of the High Level Design scenario.

1.On the Scenario Designer toolbar, click the New Swimlane button . A swimlanes containerappears containing a blue and a pink swimlane side-by-side.

2. Adjust the size of the swimlanes container. Click the bottom-right corner of the swimlane container anddrag to the desired size.

3. Adjust the width of the swimlanes. Click the divider bar between the two swimlanes and move the barthe desired width, as shown in the following graphic.

4. Access the Details window, click the Swimlane Container bar, and rename the swimlanes Phase 1

and Phase 2.

Note: The title of the Details window should include Swimlane Container 1. If it doesn’t, then youneed to click a swimlane to make its properties visible in the Details window.

Step 4 - Running A Scenario StoryboardA scenario storyboard is an interactive representation of the steps in the scenario that includes controls tonavigate through the steps and provide feedback on the process design.

In this lesson, you learn how to run the High Level Design scenario storyboard.

1.On the Scenario Designer toolbar, click the Storyboard button . A new browser window or tabappears and displays the Storyboard Viewer and the steps of the High Level Design scenario with theStart step highlighted in blue.

2. In the right pane, at the top of the pane, click Next. The Login step highlights in blue indicating it is theactive step. The panes in the left pane of the Storyboard Viewer update with information specific to thecurrently selected step of the scenario.

Tutorial | 35

3. Click the Next button and continue to navigate to the Make Choice step. A message box appearsprompting you to select the next step.

4. Select Future Options. The message box is dismissed and the Future Options step is highlighted.

Step 5 - Adding Discussions to a Scenario StoryboardThe scenario storyboard is a collaborative tool that you can distribute to all project stakeholders to view in aWeb browser. In the Storyboard Viewer, reviewers can add discussions for all project stakeholders to see.

In this lesson, you learn how to add a discussion to a specific step in the High Level Design scenario.

1. In the left pane of the Storyboard Viewer, click the Discussion bar. The Discussion pane opens.

2. Click Post New. The New Discussion dialog box appears.

3. In the Subject box, type Internal FAQ.

4. In the Description box, type We should add a link to our internal FAQ.

5. Click Save. The title Internal FAQ appears under the Discussion bar.

This discussion is now available for all project stakeholders to view by double-clicking the title of the entry.

Step 6 - Create a SimulationA simulation is an interactive, functionally-rich software application prototype that is viewed in a Webbrowser. Simulations include screens, pages, configurable data, and working controls that reviewers caninteract with to test drive a software application prototype.

In this lesson, you learn how to create an interactive simulation that demonstrates the login process andresulting welcome page of the XYZ Corp. software application.

1. In the Project Explorer, under Visualizations, select Simulations. The Project Simulations tabappears.

2. On the Project Simulations toolbar, click New Simulation. The New Simulation dialog box appears.

3. In the Name box, type Login, and then click OK. The Login simulation appears on the ProjectSimulations tab. Additionally, Login appears under Simulations in the Project Explorer.

4. On the Project Simulations tab, double-click Login. The Simulation Designer appears.

Step 7 - Add the Login Screen to the Simulation DiagramSimulation diagrams contain configurable objects representing the screens, logic, decisions, and redirectactions that convey the flow of the simulation. These objects are linked to each other with connector linesjust as the steps in a scenario.

In this lesson, you learn how to add a Login screen to the Login simulation diagram and how to add contentto the Login screen.

1. Add the Login screen to the Login simulation diagram:

a) On the Simulation Designer toolbar, click the New screen action button .b) Type Login, and then move and connect the screen action under the Start step.

2. Configure the Login screen action, as shown in the following graphic:

36 | Tutorial

a) In the Simulation Designer, double-click the Login screen. The Screen Editor appears in whichyou can add content using the buttons on the Screen Editor toolbar.

b) Click the Rectangle button and move the rectangle to the center of the screen.c) Access the Details window and click the Rectangle bar.d) Configure the border color and thickness and background color to match the Employee Logon

graphic.e) Click the New rich text button .f) Double-click the box to open the box editor.g) Type Employee Logon. Set a large font size and bold property, and then move the text inside the

rectangle.h) Click the New box button , and then move the box under Employee Logon.

Note: To change the default width of box, access the Details window, click the Text Box bar,and set the desired width in the Width box.

i) Click the New rich text button .j) Type Username, and then move the text to the left of the box.k) Repeat the previous steps to create a Password box under the Username box.l) Click New button , and then move the button under the Password box.m) Access the Details window. Under the General bar, type Login in the Name box.

Note: By default, buttons are set to continue to the next step in the simulation design. Accessthe Details window, and click the Button bar to verify the navigation type of the button.

3. Close the Screen Editor.

a) Move your pointer over the Login screen tab. A red close button appears on the tab, as shown in thefollowing graphic.

b) Click the Close button.

Step 8 - Add the Welcome Screen to the SimulationDiagram

In this lesson, you learn how to add a Welcome screen to the Login simulation diagram and how to addcontent to the Welcome screen.

Tutorial | 37

1. Add the Welcome screen to the simulation diagram:

a) On the Simulation Designer toolbar, click the New screen action button .b) Type Welcome, and then move and connect the Welcome screen under the Login screen.

2. Configure the Welcome screen action, as shown in the following graphic:

a) In the Simulation Designer, double-click the Welcome screen. The Screen Editor appears inwhich you can add content using the buttons on the Screen Editor toolbar.

b) Click the Rectangle button and move the rectangle to the center of the screen.c) Access the Details window and click the Rectangle bar.d) Configure the border color and thickness and background color to match the Employee Portal

graphic.e) Click the New rich text button , and then move the text to the center of the screen.f) Double-click the box to open the text editor.g) Type Employee Portal in a large bold font and also type Please select from: in a smaller,

regular font.h) Click Save & Close and then drag the right corner of the box to make all of the text visible.i) Click the New text link button , and then move the text link box under Please select from:.j) Double-click the text link box to open the text link box editor.k) Type Customer Maintenance, and then click Save & Close.

Note: In the next lesson, you will create the Customer Maintenance simulation which will serveas the target simulation of this link.

l) Add another text link for Future Options and link to the external URL: http://supportline.microfocus.com.

Step 9 - Create the Customer Maintenance SimulationCaliber Visualize supports a modular simulation design framework in which you can link one simulation toanother simulation. This allows you to reuse common simulations, such as a login process, and distributespecific screens of your application to project stakeholders for review.

In this lesson, you learn how to create the Customer Maintenance simulation to which you can link to byadding a text link on the Welcome screen.

1. Create the Customer Maintenance simulation:

a) In the Project Explorer, under Visualizations, select Simulations. The Project Simulations tabappears.

b) On the Project Simulations toolbar, select New simulation. The New Simulation dialog boxappears.

38 | Tutorial

c) In the Name box, type Customer Maintenance, and then click OK. The Customer Maintenancesimulation appears under Simulations in the Project Explorer.

d) Under Simulations in the Project Explorer, click Customer Maintenance. The SimulationDesigner appears.

2. Add a Customer Maintenance screen to the Customer Maintenance simulation diagram:

a) On the Simulation Designer toolbar, click the New screen action button .b) Type Customer Maintenance, and then move and connect the screen action under the Start

step.

3. Configure the Customer Maintenance screen:

a) In the Simulation Designer, double-click the Customer Maintenance screen action. The ScreenEditor appears.

b) Click the New rich text button and add the rich text Customer Maintenance to the top of thescreen.

c) Click New button and move the button under the Customer Maintenance title.d) Name the button Employee Portal and configure the button to link back to the Welcome screen.

Access the Details window and click the Button bar.e) In the Type list, select Redirect to action. The Link property appears.f) Click the Configure the link button . The Configure Link dialog box appears.g) Accept the default Link is and Open in values and select Login to link the button to the Login

simulation.h) Click Save and Close.

4. Configure the Customer Maintenance link on the Welcome screen of the Login simulation to point to theCustomer Maintenance simulation.

a) Under Simulations in the Project Explorer, click Login. The Simulation Designer appears.b) Double-click the Welcome screen. The Screen Editor appears.

Tutorial | 39

c) Select the Customer Maintenance text link.d) Access the Details window and click the Text Link bar.e) Click the Configure the link button . The Configure Link dialog box appears.f) Accept the default Link is and Open in values and select Customer Maintenance to link the button

to the Customer Maintenance simulation.g) Click Save and Close.

Step 10 - Run the Simulation1. In the Project Explorer, under Simulations, select Login. The Simulation Designer appears.

2. On the Simulation Designer toolbar, click Simulate. The Login simulation appears in a new browserwindow or tab.

3. Enter a user name and password, and then click the Login button. The Welcome page appears anddisplays the Employee Portal options.

4. Click the Customer Maintenance link. The Customer Maintenance simulation appears.

5. Click the Employee Portal button. The Login simulation appears.

Step 11 - Add Discussions to the Simulation1. Run the simulation.

2. Access the Reviewer window which is located on the upper right corner of the browser window.

3. Click the Discussion bar.

4. Click the Post button.

5. In the Subject box, type Future Options.

6. In the Description box, type We should link to the internal FAQ page.

7. Click Save to make the feedback available for all other reviewers.

Step 12 - Trace a Visualization to and from a RequirementTo add a visual context to a written requirement, you can create a trace to/from a scenario or simulationwith a specific requirement. This allows you to graphically demonstrate a textual requirement to clarify theintention of the requirement. Traces can only be created from Caliber Author. Refer to the Caliber help formore information.

In this lesson, you learn how to modify the trace the Login requirement with the High Level Design scenarioand Login simulation.

1. Open the Traceability Explorer.

2. Select the trace and click Modify. The Traceability Modification dialog appears.

3. Select from the tree what you would like to trace to or trace from.

4. Click either the Trace To or the Trace From button.

5. Close the dialog box to return to the Traceability Explorer.

Congratulations! You have finished the Caliber Visualize tutorial.

40 | Tutorial

ProjectsA project in Caliber Visualize allows you to logically group and manage a related set of requirements andvisualization assets, which includes simulations, scenarios, data tables, images, templates, and actors.

After creating a project, various actions can be taken with projects, such as renaming a project, duplicatinga project, and locking and unlocking project assets. Additionally, you can export a project in a compressedfile format for archival or backup purposes or to share a copy of a project with another user.

Project Locking

Caliber Visualize provides a project locking feature that ensures that you can work on a project and protectit from modifications by another user. The locked project cannot be accessed by other users until theproject is unlocked and closed. You can lock and unlock your own projects. Other users cannot unlock aproject you lock, unless they have administrator permissions or get administrator assistance.

A Caliber Visualize administrator can unlock any locked project. If you need access to a project that islocked, and the user who locked the project is unavailable, contact the administrator for assistance. Lockedprojects can be viewed by others from the URL generated to solicit feedback for a simulation or storyboard,however. The URL to solicit feedback is located in the Details window for the selected simulation orscenario.

Duplicating Projects

A feature is included that allows you to duplicate an existing project within your workspace. Use theduplicate feature when you want to create a local backup of a project, or if you want to use an existingproject as a basis for a new project. When the project is duplicated, all projects assets, such asrequirements, scenarios, and simulations, are copied exactly to the new, duplicate project, with theexception of the project name, which you must change.

Note: You cannot create or duplicate a project that uses the same name as a parked project thatresides in your workspace. Parked projects also reserve a project name, even though the project isnot active in memory. You can only open one project at a time.

Enabling a Project1. Click >Project > Manage Projects. The Manage Projects window appears.

2. Click Enable. The Enable Project window appears.

3. Select the project name from the Select Project to Enable list.

4. Click OK. The selected project is now enabled.

Opening a Project1. On the Caliber Visualize Workspace menu bar, choose Project > Open. The Open Project dialog box

appears and displays the list of existing projects.

2. Select the project to open, and then click OK.

Tip: Use the Project Name Filter box to quickly find projects by specifying any number ofcontiguous characters of a project name. For example, to find the project BusinessRequirements, type Bus in the Project Name Filter box. Any project containing the charactersBus appears in the project list.

You can only open one project at a time.

Projects | 41

Note: You can also open a project from the Start Page and the Manage Projects dialog box.

Managing Projects1. On the Caliber Visualize Workspace menu bar, select Project > Manage Projects. The Manage

Project dialog box appears and displays a comprehensive list of projects. The toolbar contains buttonsto open, to configure, to import, and to enable existing projects. Additionally, a project filter box allowsyou to quickly find projects that contain the specified search criteria. You can also right-click a project toaccess project commands such as duplicating, exporting, configuring, and deleting projects.

2. Perform the desired project management tasks, and then click Close.

Duplicating a New Project

1. On the Caliber Visualize Workspace menu bar, choose Project > Manage Projects. The ManageProjects dialog box appears and displays the list of existing projects.

2. Right-click the project that you want to copy, and then choose Duplicate from the menu. The DuplicateProject dialog box opens.

3. Select a name for the project in the Select a Project to Enable box.

4. Click OK. The Duplicate Project dialog box closes and the simulations and scenarios are copied to thenewly enabled project.

Configuring a Project1. Open the project you want to configure.

2. On the Caliber Visualize Workspace menu bar, choose Project > Configure. The Configure dialogbox opens.

3. On the General tab, modify the project name in the Name box.

4. Type the project description in the Description box.

5. Set the project magnitude. Select the Manual entry box, and then type a value in the Magnitude box.Magnitude values are intended as a guideline to use when you need to create statistics that includeweighting. These statistics can be used to determine importance, ranking, weight, or level of effort fortest cases in Caliber Visualize. You might also want to use numbers that reflect values that are used inyour business to indicate other units of measure for estimating, units of work, or other factors.

6. Select a simulation from the Default simulation list. This is the simulation that will run when you run asimulation from the Run menu of the opened project.

7. Select a template from the Default template list.

8. Set project access permissions by selecting the Lock Project box. Selecting this option locks theproject and prevents other users from viewing or modifying the project.

9. Set reviewer access to simulations and storyboards by selecting or clearing the Make available forreview box. The project simulations and storyboards are available for review when the Make availablefor review box is selected.

10.Optionally, set a reviewer password for access to simulations and storyboards by typing a password inthe Password box. Entering a password restricts reviewer access to project simulations andstoryboards unless the password is entered.

11.Click OK. The settings are saved and the dialog box closes.

42 | Projects

Allowing Access to a SimulationTo allow non-Caliber users to access Simulations, create a virtual user and provide the login information tothe non-Caliber users.

1. Open the project for which you want to allow reviewer access.


3. Check the Make available for review check box.

Note: The Make available for review check box is checked as the default setting when a projectis created.

4. Click OK. The entries are saved, and the dialog box closes. Reviewers can view the simulation whenyou send a URL and virtual user login information for access.

Locking and Unlocking a Project1. Open the project you want to lock.


3. Lock the project by checking the Lock Project check box. The project is locked and other users cannotview or change the locked project.

4. Unlock the project by unchecking the Lock Project check box. The project is unlocked and other userscan view and change the unlocked project.

5. Click OK. The lock status is saved and the dialog box closes.

Exporting a Project1. Open the project you want to export.

2. On the Caliber Visualize Workspace menu bar, choose Project > Export. The Opening dialog boxopens.

3. Click Save to save the exported project in the location of your choice. The project is exported with thefollowing file name format: <project_name>.TDA.

Importing a Project1. In the Manage Projects dialog box, click Import. The Import Project dialog box opens.

2. Click Browse and navigate to the project you want to import.

Note: All exported Caliber Visualize projects have .TDA as the file extension. This is the only fileformat Caliber Visualize can use to import projects.

The Select file to upload dialog box appears.

3. Select the project to import, and then click Open. The project name appears in the Name box.

4. Select a project from the Select Project for Imported Visualizations list.

5. Click OK. Visualizations are available for the selected project.

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Using Pulse to View Project UpdatesPulse is intended to help team members who are working on the same project keep track of changes thatothers have made to project assets. By clicking the Pulse button on the Caliber Visualize Workspacetoolbar, all team members have an up-to-the-minute report of who has contributed to a project asset, whatthe asset is, and when it was changed.

Note: The Pulse button only appears on the toolbar when a change has been made to a product.

1. Open the project for which you want to get the status.

2. On the Caliber Visualize Workspace menu bar, click the Pulse button.

Note: If the project has changes recorded, the Pulse button shows the text in bold face.

The Caliber Visualize Pulse dialog box opens and displays the day, date, and time of the last change;the user ID of the person who made the change; and a list of the properties that were changed.

3. Choose one of the following actions depending on what you want to do next:

• To continue recording changes, leave the window open. Changes are recorded sequentially whilethe window is open. If the window is closed, sequential recording stops.

• To stop recording changes sequentially and only capture the most recent change, close the window.Open the window again when you want to view the most recent change.

Using Copy and Paste for VisualizationsThe copy and paste feature in Caliber Visualize allows you to quickly duplicate project visualization assets,such as scenarios, simulations, templates, and images in the same project as the original asset.Additionally, the copy and paste feature recursively includes child items. For example, when copying andpasting a simulation, any screens and screen elements used in the simulation are also included.

1. In the Project Explorer, right-click the item to copy. A menu appears.

2. Choose Copy Item.

3. In the Project Explorer, right-click the top-level node of the compatible asset type in which to paste theselected item. For example, to copy and paste a specific simulation, copy the simulation, and then right-click Simulations in the Project Explorer. A menu appears.

4. Choose Paste Item. The copied item and child elements of the item are pasted into the parent item.

Undoing Changes in VisualizationsA scenario, simulation, screen action or template must be open and a change must have been made. Usethis task to remove an unwanted change made to a scenario, simulation, screen action, or template.

1. On the editor or designer toolbar, click the Show Events/History: Undo button. The Details windowopens and displays the list of changes made to the asset under the Events/History bar. Under themost recent change, an Undo button appears.

Note: If you have not made any changes, no changes are available in the Events/History list.

2. Click Undo to revert to the previous state.

3. Optional: Continue to click the Undo until you have undone changes as needed back to the originalstate.

44 | Projects

Finding Project Assets1. Open the project in which to search.

2. In the Project Explorer, right-click a project asset from which to start the search. The Find in Treedialog box appears.

Note: You can narrow the scope of your search by selecting a specific folder or asset from whichto start the search as well as the direction of the search. This allows you to exclude portions of theProject Explorer from the initial search.

3. In the Find what: box, specify the search criteria.

By default, partial matching is enabled. You can enter any number of contiguous characters of a nameand find all occurrences of the asset name containing the characters. For example, the search criteriaTrans finds all asset names with these characters, such as Deposit Transaction, WithdrawalTransaction, and User Transaction.

4. Optional: Select any of the following search options:

• Match entire contents — select to require matching of the entire contents of a project asset name.For example, with this option selected, the search criteria Trans will not find the asset nameDeposit Transaction. You must type the exact name Deposit Transaction to find DepositTransaction in the Project Explorer.

• Match case — select to enable case-sensitive matching of the specified search criteria• Direction — choose to search up the Project Explorer or down the Project Explorer

5. Click Find Next. If a match is found, the Project Explorer expands and displays the matching asset.

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VisualizationsA visualization in Caliber Visualize is an interactive design component that is used to visually describe arequirement, set of requirements, or business process.

There are two types of visualizations in Caliber Visualize:

Scenarios A scenario is a flowchart diagram that can be used to visually depict, understand, andvalidate a sequential business process. Scenarios include descriptive steps, decision steps,and links to other scenarios. You can also link a scenario step to a simulation thatinteractively demonstrates the intent and purpose of the step.

Simulations A simulation is an interactive, functionally-rich software application prototype that is viewedin a Web browser. Simulations include screens, pages, configurable data, and workingcontrols that reviewers can interact with to test drive a software application prototype.

ScenariosA scenario is a flowchart diagram that can be used to visually depict, understand, and validate a sequentialbusiness process. Scenarios include descriptive steps, decision steps, and links to other scenarios. Youcan also link a scenario step to a simulation that interactively demonstrates the intent and purpose of thestep.

A scenario storyboard is an interactive representation of the steps in the scenario that includes controls tonavigate through the steps and provide feedback on the process design. The labels attached to thedecision step connectors appear in the scenario decision popup. This makes choosing a decision in thepopup window at the decision step easier to use when storyboarding.

Additional capabilities of a scenario include:

• Assign actors to steps.• Run a simulation attached to a step.• Validate and adjust business processes with stakeholders.• Integrate swimlanes in the diagram background to illustrate where a process crosses a boundary, such

as from one system to another, one department to another, or one company to another.• Assign an editable magnitude value to elements. Magnitude allows you to assign a weight to scenario

steps to assist you to rank importance, assess risk, or indicate complexity. You can use magnitude toindicate values that work for your business.

Note: Scenarios are an optional process tool included with Caliber Visualize. You do not need tocreate a scenario to build a simulation. Scenarios and simulations are created independently of eachother.

Creating a New Scenario1. In the Project Explorer, under Visualizations, click Scenarios. The Project Scenarios tab appears.

2. On the Project Scenarios toolbar, click the New scenario button. The New scenario dialog boxopens.

3. Type a name for the scenario in the Name box.

4. Optional: Type a description in the Description box.

5. Click OK. The dialog box closes, and the new scenario displays on the Project Scenarios tab andunder Scenarios in the Project Explorer.

46 | Visualizations

Renaming a Scenario1. In the Project Explorer, under Visualizations, click the scenario to rename. The Scenario Designer

appears.

2. Access the Details window, and then click the General bar.

3. Type a new name in the Name box.

4. Press Enter or click off the Details window. The scenario is renamed.

Deleting a Scenario1. In the Project Explorer, under Visualizations, click Scenarios. The Project Scenarios tab appears.

2. Select the scenario to delete.

3. On the Project Scenarios toolbar, click the Delete selection button or press Delete on your keyboard.The scenario is deleted.

Selecting Multiple Objects in a ScenarioWhile in the Scenario editor, you can select multiple objects. To select multiple objects in the Scenarioeditor:

1. Press Ctrl on your keyboard.

2. Drag your mouse over the items you want to select.

Enter an example that illustrates the current task (optional).

Scenario Diagram OverviewScenarios contain a diagram that resemble a standard flowchart with labeled rectangles, diamonds, andconnection lines. This flowchart is called a scenario diagram.

Scenario diagrams are created in the Scenario Designer, which you can access by selecting a scenario inthe Project Explorer. Scenario diagrams contain steps and connector lines, as described below:

• Start Step– Defines the initial step in a diagram and appears as a required step by default• Generic Step – Allows you to create a general step in the diagram that defines a logical, discrete step

in the process• Decision Step – Allows you to create a step in the diagram that branches to other steps based on

criteria that you set• Invoke Step– Allows you to link to another scenario to create a modular scenario framework in which

common scenario diagrams can be reused or distributed individually• Connector Lines – Connects diagram steps to one another to define process flow

Creating and Configuring StepsThis section provides tasks to help you create and configure steps in a scenario diagram. You can assignactors and resources to steps to create a richer picture of a process that includes who is involved in theaction, and link to simulations to supplement the step description with an interactive visual example.

Creating a Step in a Scenario Diagram

1. In the Project Explorer, select the scenario to which you want to add a new step.

The Scenario Designer appears.

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2. On the Scenario Designer toolbar, click New generic step.

Note: You can also drag the button onto the Scenario Designer canvas to create and position thestep simultaneously.

The new step is created and displays an editable box in which you can name the step.

3. Type a step name and press Enter or click the Scenario Designer canvas.

4. Position and connect the step to the appropriate point in the diagram by dragging the connector pointfrom the step another step.

Configuring a Step in a Scenario

1. In the Project Explorer, select the scenario containing the step you want to configure.


2. Select the step you want to configure.

3. Access the Details window to set the following attributes:

• General – Optional: Rename the step and add a description.

Note: When you created the step, you had the option to automatically assign a default nameand a number in sequence, such as Step 3. You also had the option to type a custom name.

• Scenario Step – Link or unlink a simulation to the step, assign actors, and assign resources.• Notes – Access the Notes Explorer to add supplemental information about the step.• Discussion – Review or add discussions assigned to the step.• Events/History - View changes made to the step.

Adding a Resource a Step in the Diagram

Provides information about how to supplement the description of a step in a scenario diagram by adding anoptional resource, such as a file or a URL.

1. In the Project Explorer, select the scenario to which you want to add a resource.


2. Right-click the scenario step and choose Edit resources. The Resources dialog box opens.

3. Click the Add resource button. The dialog box opens from which you can configure the type ofresource.

4. From the Type list box, select either File or Reference.

If you select File:

a) Click the Browse button to navigate to and select the desired file.

Note: The file must reside on a local drive.

b) Click Save to upload the resource to the Caliber Visualize database. The Uploading messageappears.

c) When uploading is complete, click Save & Close.

If you select Reference:

a) In the Reference box, type a reference to note any special information about the step.b) Click Save & Close

When you run the storyboard for this scenario, the specified resources are listed in the Resource pane.

Creating and Configuring DecisionsCaliber Visualize provides a method to record and display process decisions in a diagram that can beviewed in a storyboard.

48 | Visualizations

Creating a Decision Step in a Scenario Diagram

A decision step must be connected to another object in the workflow before you can configure the decision.



2. On the Scenario Designer toolbar, click the New decision step button.




4. Optional: Set and view additional properties in the Details window. Click the following categories to addattributes:

• Name – Type a name in the Name box, if you want to change the existing name.• Description – Type a description in the Description box.• Scenario Decision Step – Assign resources to the step. A resource can be a file that you attach to

the step, or a reference URL or file location.• Notes – Access the Notes Explorer to add supplemental information about the step.• Discussion – Review discussions assigned to the step.• Events/History - View changes made to the step.

All entries are saved automatically.

5. Position and connect the step to the appropriate point in the diagram by dragging the connector pointfrom the step to the other step.

Configuring a Decision Step in a Scenario

The decision must be preceded by one screen object that is followed by, and connected to, at least twoobjects within the scenario diagram to allow decision configuration. If the decision is not connected toanother object, an error message appears.

1. In the Project Explorer, select the scenario containing the step you want to configure.


2. Right-click the decision step to configure, and then select Configure from the menu. TheConfiguration dialog box opens and displays the default choices: one set for by default and one set forwhen settings.

3. Select the first Proceed to <screen name> option button from the following:

a) by default. Select this choice to indicate that the screen that follows the decision in the diagram isnext in the scenario, without any further conditions.

b) when. Select this choice to configure a condition based on several factors, such as a data tableelement, or an action present in the screen, or to compare two options with an expected outcome.Choose one option with its paired choice from the following list:

• Equals, plus a selection that the result must be equal to. Either select a choice from the list box, ortype the choice name.

• Not equals, plus a selection that the result must not be equal to. Either select a choice from the listbox, or type the choice name.

• Greater than, plus a selection the result must be greater than. Either select a choice from the listbox, or type the choice name.

• Less than, plus a selection that the result must be less than. Either select a choice from the list box,or type the choice name.

Visualizations | 49

The Configuration dialog box shows one decision condition as the by default condition, and onecondition as a when condition, where the when choice is configured to produce a result based oninformation you selected in the project, such as a data table or an action button.

4. Optional: Click the Plus button to add additional when conditions with the following choices:

• AND adds the related choice to the previous choice, which means both choices must be true for thisselection to be valid.

• OR adds the related choice as an option to the previous choice, which means either choice can betrue for this selection to be valid.

• Equals plus a choice for equals. Either select a choice from the list box, or type the choice name.• Not equals plus a choice for not equals. Either select a choice from the list box, or type the choice

name.• Greater than plus a choice for greater than. Either select a choice from the list box, or type the

choice name.• Less than plus a choice for less than. Either select a choice from the list box, or type the choice

name.

5. Click Save & Close.

Assigning an Actor with a Decision in a Scenario

1. Open the scenario to which you want to associate an actor with a decision.

2. Right-click the Decision object and choose Configure Actors. The Configure Actors dialog boxopens and displays a list of actors that are available.

3. Click the actor name from the pick list under the Available column and click the arrow button. The actorname is removed from the Available column and displays in the Assigned column.

4. Optional: Repeat the previous decision until you have associated all the required actors with thedecision.

5. Click Save & Close to close the pick list dialog when the choices are complete. The Available andAssigned Actor properties are set and the and the actors are assigned to the decision.

Assigning a Resource to a Decision Step

1. Right-click the Scenario Decision Step and choose Edit resources from the menu. The Resourcesdialog box opens.

2. Click Add Resource. The Resource Detail dialog box opens.

3. Click the Add resource button. The Add Resource dialog box opens.

4. Optional: Select File from the Type list box, and perform the following steps:

a) Click Browse to locate the file to assign as a resource. The Select file to upload dialog box opens.b) Navigate to and select the file to assign.c) Click Open. The Select file to upload dialog box closes, and the file name displays in the File box.d) Click Save & Close. The Uploading dialog box opens and displays the uploading time elapsed

indicator. When uploading is complete, the Resource Detail dialog box closes, and the Resourcesdialog box reappears and displays the selected file. The file is attached to the decision.

5. Optional: Select Reference from the Type list box, and perform the following steps:

a) Type the URL or path for the reference in the Reference box.b) Click Save.

The Resource Detail dialog box closes, and the Resources dialog box reappears. The resource isassociated with the decision.

6. Click Save & Close. The Resources dialog box closes.

50 | Visualizations

Linking Scenarios and SimulationsCaliber Visualize allows linking simulations to scenarios to assist in visualizing combined processes andsimulations.

Creating an Invoke Step to Connect to Other Scenarios



2. On the Scenario Designer toolbar, click the New invoke step button.




4. Position and connect the step to the appropriate point in the diagram by dragging the connector pointfrom the step to another step.

5. Open the Details window.

6. Click General and set the following:

a) Type a title in the Name box.b) Optional: Type a Description, if you want to add a description.

7. Click Scenario Invoke Step. The Scenario Invoke Step category expands.

8. Click Configure. The Choose a scenario dialog box opens and displays a list of the availablescenarios.

9. Click the scenario name to which you want to connect the invoke. The invoke is connected to the invokeobject.

10.Click Save & Close. The choices are saved and the dialog box closes.

Linking a Simulation to a Scenario Step

1. In the Project Explorer, under Scenarios, select the scenario containing the step to link to asimulation. The Scenario Designer appears.

2. Select the step in the diagram.

3. Access the Details window, and then click the Scenario generic step bar.

4. Above Links to simulation, click Configure. The Choose a simulation to connect to this step dialogbox appears.

5. Select the simulation to link to, and then click Save & Close. The scenario step updates with asimulation icon to indicate a simulation is linked to the step. When running a scenario storyboard, youare given the option to run the linked simulation.

Creating a Rich Text Area in a Scenario Diagram

You can add a rich text area to a scenario diagram to add descriptive text to use as a label or as a textualnote in the diagram.

1. In the Project Explorer, select the scenario to which you want to add a new rich text area.


2. On the Scenario Designer toolbar, click New rich text.



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3. Double-click the rich text box to open the Text dialog box from which you can edit the rich text.

4. Optional: Under Scenario rich text area in the Details window, select Enable Connector and connectthe rich text area to a step in the diagram.

Working with ActorsCaliber Visualize provides an actor asset to indicate who or what is responsible for an action or decision.Actors are attached to the appropriate part of a process in a scenario diagram, which can then be viewedin a storyboard.

Creating an Actor

1. In the Project Explorer, under Visualizations, click Actors. The Project Actors tab appears.

2. On the Project Actors toolbar, click New actor. The New Actor dialog box opens.

3. Type the name for the actor in the Name box.


5. Click OK. The new actor is saved and the icon appears on the Project Actors page.

Configuring an Actor

1. In the Project Explorer, select Actors. The Project Actors tab opens and displays all project actors.

2. Select the Actor icon for the actor you want to configure. The Actor category appears in the Detailswindow.

3. Optional: Open the Details window and click each category to open it, and add the following attributes:

• General – Update the name and description.• Actor – Assign a color to the actor icon.• Notes – Add supplemental information about an actor.• Discussion – Review discussions assigned to the actor.

All entries are saved automatically.

Configuring the Color for an Actor

1. In the Project Explorer, select Actors. The Project Actors tab opens and displays all project actors.

2. Select the Actor icon for the actor you want to configure.

3. In the Details window, select Color. The Color Palette appears.

4. Click the color you want to assign to the actor. The Color Palette closes and the new color displayswithin the Color swatch button on the Actor icon.

Assigning an Actor to a Step in a Scenario

1. In the Project Explorer, select the scenario containing the step to which you want to assign an actor.


2. Right-click the desired step and choose Configure Actors. The Configure Actors dialog box opensand displays a list of actors that are available.

3. Click the actor name from the pick list under the Available column and click the arrow button. The actorname is removed from the Available column and displays in the Assigned column.

4. Optional: Repeat the previous step until you have associated all the required actors with the step.

5. Click Save & Close to close the pick list dialog when the choices are complete. The Available andAssigned Actor properties are set and the and the actors are assigned to the step.

52 | Visualizations

Working with SwimlanesA swimlane is a Caliber Visualize component that you can create in the background of a process flowdiagram to indicate where a process crosses a boundary. A boundary is defined as the intersection in aprocess where an action crosses from one entity to another entity. Process boundaries can indicate wherea transition occurs from one system to another, from one person to another, or from one department toanother.

Swimlanes are rectangular and can be aligned in horizontal or vertical bands. Caliber Visualize swimlanesare created in groups of two inside a swimlane container. Each swimlane displays clickable plus (+) andminus (-) buttons in the corner of each swimlane that allows you to add and remove swimlanes.

Swimlanes are a useful tool when more than an actor and step are needed to understand a complexprocess. Using swimlanes in a diagram can also help you to highlight gaps or duplications in a process.

Creating Swimlanes

1. In the Project Explorer, select the scenario in which you want to create swimlanes. The ScenarioDesigner appears.

2. Click New Swimlane on the Scenario Designer toolbar.

Note: Swimlanes are created in groups of two inside a swimlanes container.

The Swimlane Container category displays the two new swimlanes with the default settings in theDetails window.

3. Type the name in the Name box.

4. Optional: Select a color from the Color palette box.

5. Optional: Select or type the color transparency from the Transparency selection box. The newswimlanes are saved, and the icon appears on the Scenario Designer page.

Adding a Swimlane to Existing Swimlanes

1. In the Project Explorer, select the scenario in which you want to add a swimlane. The ScenarioDesigner appears.

2. Click the Plus on an existing swimlane.

Note: New swimlanes are added to the right of the selected swimlane in the existing swimlanecontainer.

One new swimlane appears in the Swimlane container. A new swimlane entry appears in theSwimlane Container in the Details window.

3. Optional: Type the name in the Name box.

Note: A default name is assigned automatically. You can change the name.

4. Optional: Select a color from the Color palette box.

Note: A default color is assigned to the swimlane automatically. You can change the color.

5. Optional: Select or type the color transparency from the Transparency selection box.

Note: A default transparency percentage is assigned to the swimlane automatically. You canchange the transparency percentage.

Configuring Swimlanes

Swimlanes must be created in the scenario diagram to complete this task.

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1. In the Project Explorer, select the scenario in which you want to configure the swimlanes. TheScenario Designer appears.

2. Click the swimlane you want to configure.

3. Click the Swimlane category in Details window to expand it. The Swimlane Container categoryappears in the Details window.

4. Select the swimlane orientation from the following choices:

• Side by side• Stacked

5. Optional: Type a name for each swimlane in the Name box.

Note: A default name is assigned automatically. You can change the name.

6. Optional: Set the color transparency in the Transparency selection box.

Note: A default transparency percentage is assigned to the swimlane automatically. You canchange the transparency percentage.

7. Optional: Set the color in the Color palette box.

Note: A default color is assigned to the swimlane automatically. You can change the color.

Deleting a Swimlane

1. In the Project Explorer, select the scenario in which you want to delete a swimlane. The ScenarioDesigner appears.

2. Right-click the swimlane you want to remove and choose Delete swimlane. The swimlane is removedfrom the diagram.

Note: Swimlanes are embedded in a swimlane container. You can delete a swimlane withoutremoving the container. However, if you delete the swimlane container, all associated swimlanesare also deleted at the same time.

Deleting a Swimlane Container and All Associated Swimlanes

1. In the Project Explorer, select the scenario in which you want to delete all associated swimlanes. TheScenario Designer appears.

2. Right-click the swimlane you want to remove and select Delete swimlane container from the menu.The swimlane container and associated swimlanes are removed from the diagram.

Note: Swimlanes are embedded in a swimlane container. You can delete a swimlane withoutremoving the container. However, the same is not true when removing the container. If you deletethe swimlane container, all associated swimlanes are also deleted at the same time.

Using a Grid and Connector Lines in DiagramsYou can enable the grid view in a diagram to help you position steps and actions.

Additionally, connecter lines are used in diagrams to connect steps together in a manner that indicates thedirection of process flow.

Styles available for connector lines are straight, curved, or orthogonal. The system default setting isstraight when Caliber Visualize is installed.

You have the option to set a default line style that applies to new lines added to all diagrams. Connectorlines created before the default is set remain the style that you chose and are not changed by the newdefault setting.

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Setting the Designer Grid Options

1. Open the Scenario Designer or Simulation Designer containing the scenario or simulation diagram ofwhich to set the grid.

2. Click the Window settings button on the Scenario Designer or Simulation Designer toolbar. TheWindow settings dialog box opens.

3. Configure the grid properties with the following choices.

• Check the Grid check box to make the grid visible.• Optional: Type the numeric size in pixels for the grid squares in the Grid Size box.

Note: This is the main division for measurement. If you do not type a number, Caliber Visualizeuses 40 as the grid size, which is the default.

• Optional: Type the number of subdivisions for each major grid size measurement in pixels theSubdivisions box.

Note: This is the secondary measurement. If you do not type a number, Caliber Visualize usesfour as the grid size, which is the default.

• Optional: Check the Position Snapping check box to turn on the position snap-to-grid function.• Optional: Check the Also enable snapping when resizing check box to snap an object's right lower

corner to the closest grid line when resizing the object.


Setting the Default Connector Line Shape


Note: You can set the default from either a scenario or simulation because the default line shapesetting is applied to the entire project.

2. Click the Window settings button on the toolbar. The Window settings dialog box opens and displaysthe grid and connector options.

3. In the Connector Options section, select one type from the Line type list box. The default line is set tothe selected shape for all new lines in the project. Existing lines are not affected. If you want to changethe shape for existing lines, you must change each one individually.

Connecting Steps

1. Open the diagram in which you want to connect the steps.

2. Drag from the connection point on the first object to the connection point on the second object. Theconnector line appears and the steps are connected.

Labeling Connectors in a Diagram

The scenario or simulation diagram must be open for editing before starting this task.

1. Open the scenario or simulation diagram in which you want to attach a label to a connector line.

2. Click the line in the scenario or simulation diagram for which you want to create a label. The linechanges color.

3. Open the Details window, and click the Connector bar.

4. Type the label text in the Label box. The label appears on the selected line in the diagram when youmove the mouse away from the category.

Tip: When creating labels for decisions, phrase the questions, steps, and labels carefully so thatthe decision step is easy to understand when running the scenario storyboard.

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Changing the Active Connector Line Shape and Style

1. Open the diagram in which you want to change the appearance of a connector line.

2. Click the line in the diagram that you want to change. The line color changes.

3. Open the Details window, and then click the Connector bar.

4. Select the line configuration from the Line Type from the list box. The line changes to the selectedshape.

5. Optional: Check the Use Dashed Line check box to change a straight or orthogonal line type from solidto dashed.

Note: Dashed lines are available only for straight or orthogonal connector lines. Curved linescannot be set to dashed.

Moving a Connector Line

1. Open the diagram containing the connector lines you want to move.

2. Click the line to move. The line color changes.

3. Drag from the connection point on the source step to the connection connector point on the new targetstep. The line is detached from the original target step and attached to the new target step.

Deleting a Connector Line

1. Open the diagram from which you want to delete a connector line.

2. Click the connector line you want to delete from the diagram. The line color changes.

3. Click the Delete selection button on the toolbar. The line is deleted.

Exporting a Scenario Diagram as an ImageUse this task when you want to:

• Save a diagram to your computer or a network location• Send a diagram to someone as an email attachment• Print a version of the diagram

The diagram is exported as a PNG.

1. In the Project Explorer, select the scenario you want to export as an image.


2. Click the Export as image button on the Scenario Designer toolbar. A dialog box opens and displaysbuttons for Open, Save, and Cancel.

3. Choose one option:

• To open the image, click Open to access the image in the application configured for PNG files onyour system.

• To save the image, perform the following steps:

• Click Save to access the Save dialog box.• Type a name in the Name box.• Navigate to the location at which to save the image.• Click OK.

• To cancel the operation, click Cancel.

If you chose to view the image, you can manipulate it with the features available in the applicationconfigured to work with image files on your system. Most applications allow, at minimum, the capacity toprint and save. You can also send the image as an attachment to an email.

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Running a Scenario StoryboardRunning a scenario provides you with a visual, sequential view of the process called a storyboard. Thestoryboard displays the process you developed in the Scenario Designer.

A storyboard can be generated from a scenario diagram regardless of lock status.

The storyboard interface contains a Playback toolbar, the scenario diagram that you built, and anaccordion area on the left of the page with the following selectable categories:

• Story - Displays the scenario diagram. Each step is highlighted as you select the step in the scenariodiagram.

• Details - Displays any optional detail information you added for the step, decision, or invoke.• Actors - Shows the actors attached to an object in the scenario diagram, if any. The color assigned to

each actor is also visible.• Resources - Shows optional resources attached to an object. Resources might be an attached image

file, a spreadsheet, a scanned image, or a URL that points to a page on a Web site.• Notes - Shows any notes attached to the scenario as a whole, or to the internal scenario steps,

decisions, or invokes.• Discussion - Displays existing discussions, if any, and a toolbar with an Add button that allows you to

add discussions while viewing the storyboard.

Running a Scenario Storyboard from the Scenario Designer1. In the Project Explorer, select the scenario you want to run. The Scenario Designer appears.

2. On the Scenario Designer toolbar, click the Storyboard button. The Storyboard Viewer appears in anew browser window.

3. On the Storyboard Viewer navigation toolbar, use the following options to navigate the steps of thescenario diagram:

• Restart – Starts the storyboard at the beginning.• Next – Moves the focus to the next step in the storyboard.• Back – Moves the focus to the previous step in the storyboard• Zoom – Resizes the diagram to either look smaller or larger in the page.

SimulationsA simulation is an interactive, functionally-rich software application prototype that is viewed in a Webbrowser. Simulations include screens, pages, configurable data, and working controls that reviewers caninteract with to test drive a software application prototype.

Additional simulations capabilities include:

• Supplement textual requirements by linking a requirement to a simulation to provide a visualdemonstration of the requirement.

• Make connections between screens based on data behaviors assigned to each screen.• Show proposed application features in a running prototype.• Solicit feedback from users and stakeholders about proposed system features.• Assign an editable magnitude value to elements that you can use to rank importance, assess risk, or

indicate complexity, or use magnitude to indicate values that work for your business.• Real-time collaborative editing is possible, based on the new messaging feature. More than one person

can work in simulations, including screen actions. This feature is valuable for distributed teams or whena stakeholder wants to work hands-on with a designer.

The use of simulations to create a prototyping perspective for requirements definition makes specificationsand details tangible to stakeholders and clearer for development teams. Creating a simulation starts with

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creating screen actions (sometimes called wireframes), which are a major component of functionalsimulated applications. Using screen actions allows development teams to create simulated Web pagesand Web applications quickly and efficiently. The following components are available:

• Screen design features allow you to create working user interfaces (UIs) with a WYSIWYG editor. Thismode provides sophisticated tools for creating screen actions but does not require HTML or applicationdevelopment knowledge.

• For more experienced users, an HTML editing mode provides a method to provide formatting withcascading style sheets (CSS), custom HTML, and JavaScript.

• A JavaScript import utility allows you to add JavaScript easily by importing scripts.

Creating a Simulation1. In the Project Explorer, under Visualizations, click Simulations. The Project Simulations tab

appears.

2. On the Project Simulations toolbar, click New simulation. The New Simulation dialog box opens.

3. Type a name for the simulation in the Name box.


5. Click OK. The dialog box closes, and the new simulation appears on the Project Simulations tab. Thesimulation is saved automatically.

6. Optional: Continue to add simulations until all the simulations for the project are created.

Renaming a Simulation1. In the Project Explorer, under Visualizations, click the simulation to rename. The Simulation

Designer appears.

2. Access the Details window, and then click General.

3. Type a new name in the Name box.

4. Press Enter or click off the Details window. The simulation is renamed.

Deleting a Simulation1. In the Project Explorer, under Visualizations, click Simulations. The Project Simulations tab

appears.

2. Select the simulation to delete.

3. On the Project Simulations toolbar, click the Delete selection button or press Delete on yourkeyboard. The simulation is deleted.

Setting the Default SimulationAt least one simulation must be created in the project to complete this task.

1. Open the project for which to set the default simulation.

2. On the Caliber Visualize Workspace menu bar, choose Project > Configure. The Configure dialogbox opens and displays the project name.

3. Select the simulation you want to use as the default from the Default simulation list. The simulationname displays in the list box.

4. Click OK.

The default simulation is set and saved. When you choose to run the default simulation for this project,the simulation you chose is the default starting point for the simulation output sequence.

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Simulation Diagram OverviewDesigning the application flow is an integral part of Caliber Visualize. Caliber Visualize allows you to addscreens, logic, decisions, and redirects in a simulation diagram to create a visual model of an application.Simulations allow user interaction to occur with similar features to the proposed application.

Simulations are based upon a diagram that resembles a standard flowchart with labeled rectangles,diamonds, and connection lines. This flowchart is called a simulation diagram.

Simulation diagrams are created in the Scenario Designer, which you can access by selecting a scenarioin the Project Explorer. Simulation diagrams contain actions, which function as configurable steps in thediagram, and connector lines, as described below:

• Start Step – Always included as the first object in a diagram• Screen Action – Provides screen action and design capabilities• Decision Action – Allows you to create branching processes based on criteria that you set• Logic Action – Provides access to variables and configurable data input and output functionality• Redirect Action– Allows linking of the current simulation to another simulation to create simulations in

sequence that model a complete application process• Rich Text Action –• Connector lines – Allows linking of each diagram object to other diagrams objects to define application

access and function order

Using Screen ActionsA screen action is a working copy of a user interface screen on which you can design the visualpresentation of an application and add and the basic user interface elements, such as boxes, buttons, andtext.

The Screen Editor provides a work area on which to build screen layouts. To assist you when buildingscreen layouts, a configurable grid function is included. The grid displays in the background and uses pixelsas the unit of measure. Customized grids can be configured by accessing the major grid and grid divisionsettings by clicking the Window Settings on the toolbar.

Creating a Screen Action

1. In the Project Explorer, select the simulation in which to create a screen action. The SimulationDesigner opens.

2. Click the New screen action button on the Simulation Designer toolbar.

Note: You can also drag the button onto the Simulation Designer canvas to create and positionthe action simultaneously.

The new screen action is created and displays an editable box in which you can name the action.

3. Type a name and press Enter or click the Simulation Designer canvas.

4. Position and connect the screen action to another action in the diagram by dragging the connector pointfrom the screen to the other action.

Creating a New Screen Action from a Template

1. In the Project Explorer, select the simulation in which you want to create a screen action from atemplate. The Simulation Designer appears and displays the simulation diagram.

2. In the Project Explorer, under Templates, drag the template to the desired location on the SimulationDesigner canvas. The new screen action is created and the template is applied. The new screen actionis an independent instance from the template. Subsequent modifications to the new screen action doesnot modify the original template.

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Applying a Template to a Screen Action

1. In the Project Explorer, open the simulation that contains the screen for which you want to apply atemplate. The Simulation Designer appears and displays the simulation diagram.

2. Double-click the screen to which you want to apply a template. The Screen Editor appears.

3. Click Select template on the Screen Editor toolbar. The Template dialog box opens and displays theavailable choices list.

4. Select the template you want to use from the following:

• No template• Project default template• Use template <templates available list>

5. Click Save & Close. The template is applied and the template items appear on the Screen Editorcanvas.

Customizing Screen Action HTML

You can import the default screen action HTML into an editing area using the HTML override feature. Thisfeature allows you to enrich the design with custom HTML, scripting languages, and cascading style sheets(CSS).

Importing HTML into the HTML Override Page

1. In the Project Explorer, select the simulation containing the screen action in which you want to importHTML. The Simulation Designer appears and displays the simulation diagram.

2. Select the screen action.

3. In the Details window, click Simulation screen action.

4. Click the HTML override button. The HTML override tab opens.

5. Click Import on the toolbar. The Import HTML Screen layout HTML dialog box opens and displays themessage You are about to import the Screen layout HTML. Are you sure?

6. Click Yes to import the HTML. The Loading... message appears, and when the HTML is loaded, theHTML appears in the workspace. The HTML is ready for editing.

7. Click Save when editing is complete.

Undoing Changes in Visualizations

A scenario, simulation, screen action or template must be open and a change must have been made. Usethis task to remove an unwanted change made to a scenario, simulation, screen action, or template.

1. On the editor or designer toolbar, click the Show Events/History: Undo button. The Details windowopens and displays the list of changes made to the asset under the Events/History bar. Under themost recent change, an Undo button appears.

Note: If you have not made any changes, no changes are available in the Events/History list.

2. Click Undo to revert to the previous state.

3. Optional: Continue to click the Undo until you have undone changes as needed back to the originalstate.

Working with the Screen Editor

Opening the Screen Editor

1. In the Project Explorer, under Visualizations, click Simulations. The Project Simulations tabappears and displays all previously created simulations.

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2. Double-click the simulation containing the screen action to edit.

3. Double-click the screen action to edit. The Screen Editor appears.

Creating a Screen Object with Drag and Drop

1. Open the Screen Editor of the screen action in which you want to create a screen object.

2. Click a screen object button on the Screen Editor toolbar and hold down the mouse button.

3. Drag the button onto the page, position it, and release the mouse button. The screen object is createdand placed on the page.

Setting the Screen Editor Grid Options

1. Open the Screen Editor.

2. On the Screen Editor toolbar, click the Window settings button. The Window settings dialog boxopens.









Setting Properties for a Screen Object

1. Open the Screen Editor.

2. Select the screen object of which to set the properties.

3. In the Details window, set any of the properties in the following property categories:

• General – Edit the name and add an optional description.• Notes – Add and view notes associated with the select screen object.• Discussion – Add and view discussions.• Events/History – View and undo changes made to the selected screen object.

Note: The Details window for each screen object also contains a property category specific to thescreen object type. For more information, see the topics related to setting the properties of aspecific screen object type.

Selecting and Moving a Group of Screen Objects

1. Open the Screen Editor of the screen action containing the screen objects to move.

2. Click and drag the shaded rectangle around the objects you want to move.

3. Drag the objects to the new location and release the mouse button. The objects are moved to the newlocation.

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Resizing a Screen Object in the Screen Editor

1. Open the Screen Editor of the screen action containing the screen object to resize.

2. Drag the active resize handle to make the screen object larger or smaller.

Note: To resize the screen object proportionally, drag the Resize handle diagonally. To resize thescreen object in one direction only, drag the Resize handle vertically or horizontally. Some screenobjects, such as a text box, are constrained to resize in only one direction.

3. When the screen object is the appropriate size, release the mouse button. The screen object is resized.

Arranging the Order of Screen Objects

1. Open the Screen Editor containing the screen action for which you want to arrange the screen objects.

2. Select the screen object to arrange. The object is selected and the Details window displays propertiesfor the object.

3. In the screen object name category of the Details window, click the appropriate arrow button to movethe screen object:

Note: For example, The Button category appears in the Details window of a button screen object.

• Bring to front - Sends the object to the foreground.• Bring forward - Move the object down one layer.• Send backward - Move the object up one layer.• Send to back - Send the object to the background.

The object is moved to the layer chosen.

Exporting a Screen Action as an Image

1. In the Project Explorer, select the simulation containing the screen action you want to export as animage.

The Simulation Designer appears.

2. Double-click the screen action you want to export as an image. The Screen Editor appears.

3. Adjust the window size to ensure that the screen action displays with all the screen elements visible.

Note: Any screen element that is not visible in the window when you export the screen action willnot be visible on the exported image.

4. Click the Export as image button on the Screen Editor toolbar. The File Download dialog box opensand displays options to open, save, or cancel.

5. Make a choice from the following options:

• To view the file immediately, click Open. The image opens in the application configured on yoursystem to display PNG files.

• To save the file to a location on your PC or on the network, click Save. The Save As dialog boxopens. Navigate to the location to which you want to save the PNG and click Save.

The PNG is either opened or saved depending on the choice you made.

Working with Rich Text

Creating a Rich Text Object

1. Double-click the screen action in which to create a rich text object. The Screen Editor appears.

2. Select the New rich text button on the Screen Editor toolbar.

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Note: You can either click the button or drag it onto the Screen Editor canvas to create andposition it in the same step.

3. Arrange the rich text object as you want it to appear on the Screen Editor canvas.

Editing a Rich Text Object

1. Double-click the Rich text object to open it for editing. The Text dialog box opens.

2. Edit and format the text as appropriate.

3. Click Save & Close. The Text dialog closes and the text displays the changes.

Setting Rich Text Properties

1. Double-click the screen action containing the rich text object to set the properties of. The Screen Editorappears.

2. Select the rich text object.

3. In the Details window, click the Rich text area bar.

4. Set any of the following properties:

Setting Function

Arrange Moves the object to the front or the back of other objects.

X ,Y position Sets the location position on the screen action. This setting defaults to the currentlocation.

Width, Height Sets the width and height of the object boundary. This setting defaults to the current size.

Text Displays the Edit button, which, when clicked, opens the Text dialog box.

Working with Text

Creating a Text Box

1. Double-click the screen action in which to create a text box object. The Screen Editor appears.

2. Select the New text box button on the Screen Editor toolbar.


3. Arrange the text box object as you want it to appear on the Screen Editor canvas.

Setting Text Box General Properties

1. Double-click the screen action containing the text box object to set the properties of. The Screen Editorappears.

2. Select the text box object.

3. In the Details window, click the General bar.

4. Set the properties in the General category from the options:

Selection Function

Name Sets the text input label.

Description Allows text entry for a description of the object.

Setting Text Box Category Properties

1. Double-click the screen action containing the text box object to set the properties of. The Screen Editorappears.

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2. Select the text box object.

3. In the Details window, click the Text box bar.

4. Set the properties for any of the following options:

Selection Function




Variable name Displays system variable name, which you can change. An icon, when clicked, displayschoices for custom values.

Default value Allows choice of either typing a value, or selecting from a predefined variable based onother settings from values in a project data table.

Type Sets the type of button based on screen layout configuration. The types listed are variablebased on other settings in the use case and screen action.

Working with Buttons

You can add a button to a screen of a simulation and configure the button to serve as a navigational controlto control the flow of the simulation. For example, you could add a button that opens an external Web pagein a new browser window or redirects the flow of the simulation to a screen in a different simulation.

Creating a Button

1. Double-click the screen action in which to create a button object. The Screen Editor appears.

2. Select New button on the Screen Editor toolbar.


3. Arrange the button object as you want it to appear on the Screen Editor canvas.

Creating a Pop-up Window Button

1. Double-click the screen action in which to create a button object. The Screen Editor appears.

2. Select New button from the Screen Editor toolbar.

Note: You can either click the object or drag it to the page to create and position it in the samestep.

3. Arrange the object as you want it to appear on the canvas.

4. In the Button category of the Details window, choose Pop-up window for the button type.

5. Next to the Link property, click the Configure the link button. A new screen automatically opens inwhich you can define a screen action to appear in a pop-up window. By default, a Close and Returnbutton appears in the screen layout. When clicked, this button closes the pop-up window. This newscreen is added to the active simulation.

6. Add any desired screen objects and close the screen.

7. Select the active simulation tab in which the new screen appears. The new screen appears outside theflow of other objects in the simulation diagram. This screen does not need to be linked to other objects.When you click the pop-up window button, the new screen appears. After clicking the Close andReturn button of the screen in the pop-up window, the flow of the simulation diagram returns to the nextspecified action in the simulation.

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Setting Button Properties

1. Double-click the screen action containing the button object to set the properties of. The Screen Editorappears.

2. Select the button object.

3. In the Details window, click the Button bar.


Selection Function

Arrange Moves the button to the front or the back of other objects.

X ,Y Sets the location of the button on the screen action. This setting defaults to the currentlocation.

Width, Height Sets the width and height of the button object. This setting defaults to the current size.

Label Sets the button label.

Type Sets the button type:

• Continue - Flow continues to the next action defined in the simulation.• Open external link - Flow continues to a specified external link which appears in

either the same window or a different window.• Redirect to action - Flow continues to a specified action of a simulation which

appears in either the same window or a different window.• Pop-up window - Flow continues to a specified screen which appears in a pop-up

window.

Image Sets the button image. Click the image to open the Project Images page from which youcan select a new image.

Changing the Image of a Button

1. Create a button or open a template or screen containing a button for which to change the image.

2. Select the desired button. The Details window displays the Button category.

3. Double-click the image of the Image property. The Project Images tab appears.

4. Select an image from the list of the existing images or click New images on the toolbar and add a newimage from which you can choose. The image appears at the bottom of the Project Images tab.

5. Above the image, select Use. The Project Images tab closes and the selected image is applied to thebutton.

Working with Images

Creating an Image

1. Double-click the screen action in which to create an image object. The Screen Editor appears.

2. Select the New image button on the Screen Editor toolbar.


3. Arrange the image object as you want it to appear on the Screen Editor canvas.

Setting Image Properties

1. Double-click the screen action containing the image object to set the properties of. The Screen Editorappears.

2. Select the image object.

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3. In the Details window, click the Image bar.


Selection Function


X ,Y Sets the location position on the screen action. This setting defaults to the currentlocation.


Link Sets a link and the link destination.

Image Displays the image for which you are setting the properties. The image is not editable inthis window.

Creating a Link for an Image




4. Click the Configure the Link button. A dialog box opens in which you can configure the following linkproperties:

• Link is - Choose Action to link to an action in another simulation. Choose External URL to link to aURL outside of the simulation.

• Open in - Select an option to open the link in a new window or the same window.

5. Optional: Under Include variables, select any variables to include in the linked simulation.


Deleting a Link from an Image




4. Click the Remove link button. The link is removed.

Resizing an Image in a Screen Action

Image files must be stored inside a project to be available for resizing. Images can be resized only from ascreen action or template page.

1. Double-click the screen action containing the image object to resize. The Screen Editor appears.

2. Click the image that you want to resize in the screen action.

3. Drag the active resize handle to make the image larger or smaller.

Note: To resize the image proportionally, drag the Resize handle diagonally. To resize the image inone direction only, drag the Resize handle vertically or horizontally. Some objects, such as a box,are constrained to resize in only one direction.

4. When the image is the appropriate size, release the mouse button. The image is resized.

Working with Text Links

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Creating and Configuring a Text Link

1. Double-click the screen action in which to create a text link. The Screen Editor appears.

2. Select the New text link button on the Screen Editor toolbar.


3. Double click the text link to set the properties. The Text window opens and displays the properties.

4. Arrange the element as you want it to appear on the viewing page.

5. Set the text properties for font, font size, appearance, and color as you want the text to appear on theviewing page.

6. In the Details window, click the Text link bar.





9. Click Save & Close. The choices are saved.

Setting New Text Link Properties

1. Double-click the screen action containing the text link object to set the properties of. The Screen Editorappears.

2. Select the text link object.



Selection Function


X ,Y Sets the location position. This setting defaults to the current location.

Width, Height Sets the width and height of the object boundary. This setting defaults to the currentobject size.


Text Set the text associated with how the link displays.

Link Provides a configuration link that displays the Link dialog with choices for link type, eitheraction or external, window setting, and the link location. Internal links can be created toobjects within a simulation, such as a screen or logic object. External links can be madeto a Web site URL by typing a standard http statement. A selectable list of variables isavailable.

Setting Text Link Font and Label Properties




4. Click Edit. The Text dialog box opens.

5. Set the desired font and label properties.


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Working with List Boxes

Creating a List Box

1. Double-click the screen action in which to create a list box object. The Screen Editor appears.

2. Select the New list box button on the Screen Editor toolbar.


3. Arrange the list box object as you want it to appear on the Screen Editor canvas.

Setting List Box Properties

To be able to use the Select Data function for this object, a data table must have been created. Otherwise,only the Manual setting is available.

1. Double-click the screen action containing the list box object to set the properties of. The Screen Editorappears.

2. Select the list box object.

3. In the Details window, click the List box bar.


Setting Function



Width, Height Sets the width and height of the object boundary. This setting defaults to the current size.The height cannot be changed for this object.

Variable name Displays the assigned system variable name, which you can change.

Source type Sets the data source, either Manual entry (typed into the table) or Existing data (datafrom an data table already created in the project).

Manual

Displays a table for data entry. In the table, add values for Label, Value, and Link to.Link to allows linking to objects or data table elements. Click the Add row icon to open arow for text entry.

Existing data

If an existing data table is selected, additional selections display based on the columnnames in the data table.

Data Displays the Data icon, which, when clicked, opens the Configure dialog box.

Working with Multiple Select List Boxes

Creating a Multiple-Select List Box

1. Double-click the screen action in which to create a multiple-select list box object. The Screen Editorappears.

2. Select the New multiple-select list box button on the Screen Editor toolbar.


3. Arrange the multiple-select list box object as you want it to appear on the Screen Editor canvas.

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Setting Multiple-select List Box Properties

To be able to use the Select Data function for this object, a data table must have been created. Otherwise,only the Manual setting is available.



3. In the Details window, click the Multiple-select list box bar.


Selection Function



Width, Height Sets the width and height of the multiple-select list box boundary.

Variable name Sets the variable name, which is the system name, for the object.

Source type Sets the data source, either Manual entry (typed into the table) or Existing data table,which displays values for Data, Label, and Value.

Data Configure icon If Manual entry is chosen for source type, clicking this icon displays a table for data entry.In the table, select or add Click the Add Row icon to open a row for text entry.

Existing Data

If an existing data table is selected, additional selections display based on the columnnames in the data table.

Working with Check Boxes

Creating a Check Box

1. Double-click the screen action in which to create a check box object. The Screen Editor appears.

2. Select the New check box button on the Screen Editor toolbar.


3. Arrange the check box object as you want it to appear on the Screen Editor canvas.

Setting Check Box Properties

1. Double-click the screen action containing the check box object to set the properties of. The ScreenEditor appears.

2. Select the check box object.

3. In the Details window, click the Check box bar.


Selection... Function




Status Indicates whether the check box is checked or blank.

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Selection... Function

Variable name Sets the Check box name in the application. This is the system identifier, not the displayname.

Label Displays the Text dialog box with settings for font size, typeface as bold, italic, underline,and font color. The dialog box displays a Save & Close button to save the settings andclose the dialog box.

Font color Sets the font color to a Web safe color.

Working with Rectangles

Creating a Rectangle

1. Double-click the screen action in which to create a rectangle object. The Screen Editor appears.

2. Select the New rectangle button on the Screen Editor toolbar.


3. Arrange the rectangle object as you want it to appear on the Screen Editor canvas.

Setting Rectangle Properties

1. Double-click the screen action containing the rectangle object to set the properties of. The ScreenEditor appears.

2. Select the rectangle object.

3. In the Details window, click the Rectangle bar.

4. Select and set the properties in the Details window.

Selection Function

Arrange Moves the object to the front or the back of other objects in the screen action.



Background color Provides a color chooser box that opens the palette and sets the background color.

Border color Provides a color chooser box that opens the palette and sets the border color.

Border thickness Sets the border from one pixel up to as many as appropriate.

Note: Setting the border size to zero renders the border invisible.

Opacity Sets the opacity ratio that determines how transparent the object appears. The ratio isfrom zero, which is completely transparent, to one hundred percent, which is completelyopaque.

5. Click Save on the Screen Editor toolbar. The settings are applied and saved.

Creating a Link for a Rectangle





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Deleting a Link from a Rectangle

Note: In addition to the Screen Editor, you can also perform this task in the Template Editor.




4. Click the Remove link button. The link is removed.

Working with Calendars

A configurable calendar component is available to add to screens.

The calendar can be configured to add a date field to a screen with a pop-up calendar with a selectabledate. The calendar can be used to allow date entry and to use to match date functions. The calendar canbe used in a simulation to provide the capability to insert an effective date, a birth date, or to comparedates, such as a starting and an end date.

Calendars are included in the Form Wizard as an option.

Creating a Calendar

1. Double-click the screen action in which to create a calendar object. The Screen Editor appears.

2. Select the New calendar button on the Screen Editor toolbar.


3. Arrange the calendar object as you want it to appear on the Screen Editor canvas.

Working with Script Widgets

A script widget is a screen action element that allows you to insert custom HTML, Cascading Style Sheet(CSS), or scripting language code in the default code of a screen action to customize the defaultappearance and behavior of a screen used in a simulation.

Note: The use of script widgets requires knowledge of HTML, CSS, and/or a scripting language.Improperly adding custom code to a screen layout may cause errors when running the simulation.

There are two types of script widgets:

PageScript

A script widget containing position-independent HTML, CSS, or scripting language code thatis applied to the entire page of a screen action. For example, you could use a page scriptwidget to add CSS code that formats the appearance of UI elements appearing in the screenaction.

UI Widget A script widget containing position-specific HTML, CSS, or scripting language code that isinserted in the default code of a screen layout. UI widgets include coordinates that allow youto precisely position UI elements in a screen action. For example, you could add an HTMLform button to the bottom of a screen action by specifying the desired X and Y coordinates.

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Script Widgets Example

The following HTML code inserted in a page script widget adds CSS formatting to thecode of the default screen action:

<style type="text/css">

input.mybutton{ font-size:16px; font-family:Times New Roman,serif; font-weight:bold; width:102px; height:26px; background-color:#FFFFFF; background-image:url(mybutton.gif); border-style:solid; border-color:#999999; border-width:1px;}

</style>

The following HTML code inserted in a UI widget adds an HTML submit button thatinherits the CSS formatting defined in the previous page script widget:

<input type="submit" name="mybtn1" class="mybutton" value="Click Me" title="HelloWorld !"/>

Creating a Script Widget

1. Double-click the screen action in which to create a script widget. The Screen Editor appears.

2. Click the New script widget button on the Screen Editor toolbar.


3. On the Details window, under Script area, choose one of the following script widget types:

• Page script• UI widget

4. Click Edit. The Script window appears.

5. Enter valid HTML, CSS, or scripting language code, and then click Save and Close.

6. Drag the script widget to the desired location on the screen. Alternatively, on the Details window, underScript area, type the precise coordinates in the X and Y boxes.

Note: You can programmatically position a script widget using the values ${xPos} and ${yPos} forthe respective X and Y coordinates.

Using the Form Builder

1. Double-click the screen action in which to build a form. The Screen Editor appears.

2. Select the Form builder button on the Screen Editor toolbar. The Form builder dialog box opens anddisplays the Label and Screen element categories.

3. Optional: Select Columns from data tables to import the form fields from an existing table.

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a) Select the data table from which to choose elements.b) Check the check boxes for the form elements to include from the list of columns from the selected

data table.c) Review the Elements will be added for column.d) Click Import. The choices you made are imported and the dialog box closes.e) Click Create form on the Form builder dialog box.

The form is created.

4. Optional: Create the form elements manually by clicking the appropriate items as follows:

Label Text (Required) Screen Element Name Definition

Type a label Button Action button

Type a label List box Multi-line list box

Type a label Multiple-select list box List box that allows the user to selectmultiple entries

Type a label Text area Multi-line box

Type a label Check box Selectable check box

Type a label Calendar Configurable calendar

Type a label None Label only

Note: Each element must have a label entered or the object will not appear in the form whencreated.

5. Click Create form. The Form builder dialog box closes and the form appears on the Screen layoutpage.

Using Decision ActionsDecision actions are points in a described process where the process branches, with the branch directiondepending on the action that the user takes.

Decision actions are configurable using comparison operators, which are mathematical statements used tocompare values and product a true or false result. Functions include a statement you can use to match twoitems (equals), determine that two items are different (not equals), that one item is larger than another(greater than), or that an item is smaller than another (less than).

Comparison operators can be used in sequence to show more than true and false results by using an if,then, else statement to show the results of a branching decision.

In Caliber Visualize, this concept appears in the simulation diagram as a rounded diamond, which iscreated by clicking the New decision action button on the Simulation Designer toolbar.

Creating a Decision Action

A decision must be connected to another action in the diagram to allow decision configuration.

1. In the Project Explorer, select the simulation in which to create a decision action. The SimulationDesigner opens.

2. Click the New decision action button on the Simulation Designer toolbar.


The new decision action is created and displays an editable box in which you can name the action.


4. Position the decision action in the desired location of the diagram and connect it to another action.

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Configuring a Decision Action

The decision must be preceded by one screen object that is followed by, and connected to, at least twoobjects within the screen action to allow decision configuration. If the decision is not connected to anotherobject, an error message appears.

1. Open the simulation diagram containing the decision action to configure.

2. Right-click the decision action and select Configure from the menu. The Configuration dialog boxopens and displays the default choices: one set for by default and one set for when settings.

3. Select the first Proceed to <screen name> radio button from the following:

a) by default. Select this choice to indicate that the screen that follows the decision in the diagram isnext in the simulation, without any further conditions.

b) when. Select this choice to configure a condition based on several factors, such as a data tableelement, or an action present in the screen, or to compare two options with an expected outcome.Choose one option with its paired choice from the following list:

• Equals, plus a selection that the result must be equal to. Either select a choice from the list box, ortype the choice name.

• Not equals, plus a selection that the result must not be equal to. Either select a choice from the listbox, or type the choice name.

• Greater than, plus a selection the result must be greater than. Either select a choice from the listbox, or type the choice name.

• Less than, plus a selection that the result must be less than. Either select a choice from the list box,or type the choice name.

The Configuration dialog box shows one decision condition as the by default condition, and onecondition as a when condition, where the when choice is configured to product a result based oninformation you selected in the project, such as a data table or an action button.

4. Optional: Click the Plus button to add additional when conditions with the following choices:

• AND adds the related choice to the previous choice, which means both choices must be true for thisselection to be valid.

• OR adds the related choice as an option to the previous choice, which means either choice can betrue for this selection to be valid.

• Equals plus a choice for equals. Either select a choice from the list box, or type the choice name.• Not equals plus a choice for not equals. Either select a choice from the list box, or type the choice

name.• Greater than plus a choice for greater than. Either select a choice from the list box, or type the

choice name.• Less than plus a choice for less than. Either select a choice from the list box, or type the choice

name.


Using LogicLogic steps in a simulation diagram represent an action that responds to user or system interaction. Forexample, logic objects can be configured to validate user entries, add or update business data based oninput, or assign values to a variable.

Configuring logic steps allows you to build dynamic behavior into screens that mirror real processes. Forexample, you can build criteria into a logic step that validates a user name and password in anauthentication page. Another example is using a logic step to direct a screen to access another screenbased on variable user input.

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Creating a Logic Action

1. In the Project Explorer, select the simulation in which to create a logic action. The SimulationDesigner opens.

2. Click the New logic action button on the Simulation Designer toolbar.


The new logic action is created and displays an editable box in which you can name the action.


4. Position the logic action in the desired location of the diagram and connect it to another action.

Configuring a Logic Action

1. In the Project Explorer, select the simulation containing the logic action. The Simulation Designeropens.

2. Double-click the logic action you want to configure. The Logic Editor appears.

3. On the Logic Editor toolbar, select one of the following choices from the Create list box:

Option Description

Variable assignment Allows setting a variable for the logic, based on configurable choices.Choices are based on existing data tables and other actions that alreadyexist in the project.

Choose data Provides the capability to allow data choices in the screen within the runningsimulation. Choices are configurable.

Insert data Provides the capability to allow data entry in the screen within the runningsimulation.

Update data Provides the capability to allow data editing in the screen within the runningsimulation.

Delete data Provides the capability to allow data removal in the screen within the runningsimulation.

Variables fromdataset

Provides the capability to define variables from a dataset.

Note: The selections you view next depend upon which action you choose and the data tables thatare configured in your project.

4. When the choices are set, click Save & Close. The configuration is saved.

Customizing Logic Action JavaScript

JavaScript is created automatically from the settings you create in a logic action within a simulationdiagram. You can import the JavaScript into an editing area, where you can edit and extend the JavaScriptas needed.

Importing JavaScript into the JavaScript Override Page

1. Open the simulation that contains the screen action from which to import JavaScript. The SimulationDesigner opens.

2. In the simulation diagram, click the logic object. The Details window opens and displays the SimulationLogic Action category that contains the JavaScript override editor.

3. Click JavaScript override. The JavaScript override page opens.

4. Click Import on the toolbar. The Import the screen action JavaScript dialog box opens and displaysthe message You are about to import the Wireframe Logic. Are you sure?

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5. Click Yes to import the JavaScript. The Loading... message appears, and when the JavaScript isloaded, the JavaScript appears in the workspace. The JavaScript can be edited.

6. Click Save.

Using RedirectsRedirects are the traffic intersections of prototyping. Redirects are configurable, so the link type, targetwindow, scenario, and variables can be set for each redirect.

If there is a choice that has two or more paths available, using a redirect allows you to direct that choicefrom one simulation diagram to another simulation, screen, or other object.

Creating a Redirect Action

1. In the Project Explorer, select the simulation in which to create a redirect action. The SimulationDesigner opens.

2. Click the New redirect action button on the Simulation Designer toolbar.


The new redirect action is created and displays an editable box in which you can name the action.


4. Position the redirect action in the desired location of the diagram and connect it to another action.

Configuring a Redirect in a Simulation

1. Open the simulation diagram containing the redirect action to configure.

2. Select the redirect action to configure.

3. In the Details window, click the Simulation redirect action bar.

4. Click the Configure button. A dialog box opens in which you can configure the following link properties:




6. Click Save & Close. The choices are saved and the window closes.

Setting a Destination for a Redirect

1. Open the simulation diagram containing the redirect action to configure.

2. Select the redirect action to configure.

3. In the Details window, click the Simulation redirect action bar.

4. Next to the Link to label, click the link you want to open. A new tab opens displaying the linkedsimulation.

Creating a Rich Text Area in a Simulation DiagramYou can add a rich text area to a simulation diagram to add descriptive text to use as a label or as a textualnote in the diagram.

1. In the Project Explorer, select the simulation to which you want to add a new rich text area.


2. On the Simulation Designer toolbar, click New rich text.

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Note: You can also drag the button onto the Simulation Designer canvas to create and positionthe step simultaneously.


3. Double-click the rich text box to open the Text dialog box from which you can edit the rich text.

4. Optional: Under Simulation rich text area in the Details window, select Enable Connector andconnect the rich text area to a step in the diagram.

Note: The rich text area does not appear when running the simulation. It only appears in thesimulation diagram.

Using a Grid and Connector Lines in DiagramsYou can enable the grid view in a diagram to help you position steps and actions.

Additionally, connecter lines are used in diagrams to connect steps together in a manner that indicates thedirection of process flow.

Styles available for connector lines are straight, curved, or orthogonal. The system default setting isstraight when Caliber Visualize is installed.

You have the option to set a default line style that applies to new lines added to all diagrams. Connectorlines created before the default is set remain the style that you chose and are not changed by the newdefault setting.

Setting the Designer Grid Options


2. Click the Window settings button on the Scenario Designer or Simulation Designer toolbar. TheWindow settings dialog box opens.









Setting the Default Connector Line Shape


Note: You can set the default from either a scenario or simulation because the default line shapesetting is applied to the entire project.

2. Click the Window settings button on the toolbar. The Window settings dialog box opens and displaysthe grid and connector options.

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3. In the Connector Options section, select one type from the Line type list box. The default line is set tothe selected shape for all new lines in the project. Existing lines are not affected. If you want to changethe shape for existing lines, you must change each one individually.

Connecting Steps

1. Open the diagram in which you want to connect the steps.

2. Drag from the connection point on the first object to the connection point on the second object. Theconnector line appears and the steps are connected.

Labeling Connectors in a Diagram

The scenario or simulation diagram must be open for editing before starting this task.

1. Open the scenario or simulation diagram in which you want to attach a label to a connector line.

2. Click the line in the scenario or simulation diagram for which you want to create a label. The linechanges color.

3. Open the Details window, and click the Connector bar.

4. Type the label text in the Label box. The label appears on the selected line in the diagram when youmove the mouse away from the category.

Tip: When creating labels for decisions, phrase the questions, steps, and labels carefully so thatthe decision step is easy to understand when running the scenario storyboard.

Changing the Active Connector Line Shape and Style

1. Open the diagram in which you want to change the appearance of a connector line.

2. Click the line in the diagram that you want to change. The line color changes.

3. Open the Details window, and then click the Connector bar.

4. Select the line configuration from the Line Type from the list box. The line changes to the selectedshape.

5. Optional: Check the Use Dashed Line check box to change a straight or orthogonal line type from solidto dashed.

Note: Dashed lines are available only for straight or orthogonal connector lines. Curved linescannot be set to dashed.

Moving a Connector Line

1. Open the diagram containing the connector lines you want to move.

2. Click the line to move. The line color changes.

3. Drag from the connection point on the source step to the connection connector point on the new targetstep. The line is detached from the original target step and attached to the new target step.

Deleting a Connector Line

1. Open the diagram from which you want to delete a connector line.

2. Click the connector line you want to delete from the diagram. The line color changes.

3. Click the Delete selection button on the toolbar. The line is deleted.

Exporting a Simulation Diagram as an ImageA simulation diagram must be created to export it as an image.

Use this task when you need to save a diagram to your computer or a network location, or you want tosend a diagram to someone as an email attachment, or if you need a printed version of the diagram. The

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diagram is exported as a PNG file. You can export a diagram even if the project is locked for editing byanother user.

1. In the Project Explorer, under Simulations, select the simulation you want to export as an image. TheSimulation Designer appears.

2. Click Export as image button on the Simulation Designer toolbar. A dialog box opens and displaysthree options: Open, Save, and Cancel

3. Choose one option from the following choices:

• To open the PNG file, click Open to open the application configured for PNG files on your system.The PNG file appears in the application.

• To save the PNG file, click Save to open the Save dialog box. Type a name in the Name box andnavigate to the location at which to save the PNG file. Click OK. The PNG file is saved, and thedialog box closes.

• To cancel the operation, click Cancel to close the dialog box and return to the diagram.

If you chose to view the PNG file, you can manipulate it with the features available in the applicationconfigured to work with PNG files on your system. Most applications allow, at minimum, the capacity toprint and save. You can also send it as an attachment to an email.

Viewing a Simulation in a Web BrowserSimulation output in a Web browser is generated from a simulation diagram that you have created andpopulated with screens, logic, redirects, and decisions.

A simulation can be generated and viewed from a diagram regardless of lock status. There are severalways to generate a simulation.

Running a Simulation from the Details Window

1. In the Project Explorer, under Visualizations, click Simulations. The Project Simulations tabappears.

2. On the Project Simulations tab, select the simulation you want to run.

3. In the Details window, click the Simulations bar.

4. Click Run. The simulation output appears in a new browser window or tab.

Running the Default Simulation

1. Open the project containing the default simulation to run.

2. On the Caliber Visualize Workspace menu bar, choose Run > Run Default Simulation.

The output from the default simulation runs in a new browser window.

Note: To change the default simulation, choose Project > Configure, and then select the desiredsimulation from the Default simulation list.

Running a Simulation from the Simulation DiagramThe simulation output can be run and viewed in a Web browser window even if the simulation is locked forediting by another user.


2. Click the Simulate button on the Simulation Designer toolbar. The simulation output appears in a newbrowser window.

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Requesting a Simulation ReviewThe simulations that you create in Caliber Visualize might need a review by project stakeholders or aproject sponsor. You might want to get feedback from other members of your team or from the projectmanager, for example. In Caliber Visualize, providing access to simulation output in a Web browser issimple. The built-in Details window includes a Copy function that retrieves and copies the selectedsimulation URL with the project name. You can send this URL and project name to a reviewer by email orother method, such as a chat application.

When a reviewer receives the URL that you send, he or she can copy and paste the URL into the addressbox of a preferred browser. When the reviewer directs the browser to the Reviewer log on page, the pagedisplays a brief introduction to the Discussion Tools, a brief thank you message, and box for the reviewer toenter an email address. Additionally, if the simulation is password-protected, the Reviewer page alsodisplays a box for the password. If the simulation is not password protected, there is no password box.

To access the simulation, the reviewer enters the required information into the thank you message area,which consists of the reviewer's email address, and a password you supply, if you have assigned apassword to the simulation in the Project configuration settings.

Note: If you have assigned a password to the simulation, the reviewer must have the password toaccess the simulation.

Allowing Access to a SimulationTo allow non-Caliber users to access Simulations, create a virtual user and provide the login information tothe non-Caliber users.

1. Open the project for which you want to allow reviewer access.


3. Check the Make available for review check box.


4. Click OK. The entries are saved, and the dialog box closes. Reviewers can view the simulation whenyou send a URL and virtual user login information for access.

Sending a Simulation Link to a ReviewerThe Make available for review check box in the project configuration settings must be checked to allowreviewer access. Setting an access password is optional.

1. Open the project that contains the simulation for which you want to provide access to a reviewer.


3. In the Details window, and click the Simulation bar.

4. Expand the Simulation category on the Details window.

5. Click Copy. The simulation name and associated URL is copied to the clipboard.

6. Open your email client and create a new message to the reviewer with instructions to use the URL yousend them.

7. Paste the copied project name and URL into the email message with the instructions, and send theemail to the recipient.

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Tip: The reviewer is presented with a logon window in the browser when the URL is entered andactivated. You should instruct the reviewer to use their Caliber user credentials or send them thevirtual user information that you created with the project setup.

Restricting Access to a Project Simulation

1. On the Caliber Visualize Workspace menu bar, choose Project > Configure. The Configure Projectdialog box opens.

2. Clear the Make available for review check box.


3. Click OK to save your entries. The entries are saved, and the dialog box closes. Reviewers cannot viewthe simulation until the Make available for review setting is reselected.

Enhancing a Basic Simulation

Using TemplatesUse template for frequently used objects required in multiple simulations, such as the following examples:

• Common headers and footers• Logos• Toolbars• Tab bars• Link tables• Any other object to reuse in several simulations• Templates with common elements used as a foundation for other templates

Templates are applied at the project level, but you can apply a different template to an individual screen.

Creating a Template

1. In the Project Explorer, under Visualizations, click Templates. The Project Templates tab appears.

2. On the Project Templates toolbar, click New template. The New Template dialog box appears.

3. Type a name for the template in the Name box.

4. Type a name in the Name box.


6. Click OK. The dialog box closes and the new template appears on the Project Templates tab. The issaved automatically.

7. Optional: Continue to add templates until all the templates for the project are created.

Applying a Template to a Screen Action

1. In the Project Explorer, select the simulation containing the screen action in which to apply a template.The Simulation Designer opens.

2. Click the Select template button on the Simulation Designer toolbar. The Template dialog box opensand displays the available choices list.

3. Select the template you want to use from the following dialog box choices:

• No template• Project default template• Use template <templates available list>

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4. Click Save & Close. The template is applied and the template elements appear on the Screen Editorcanvas.

Applying a Template to a Screen Action with Drag and Drop

1. In the Project Explorer, under Simulations, select the simulation containing the screen action in whichto apply a template. The Simulation Designer opens.

2. In the Project Explorer, under Templates, drag the template to the Simulation Designer canvas anddrop it on the screen action to which you want to apply a template. The template is applied and thetemplate elements appear on the Screen Editor canvas of the screen action.

Creating a New Screen Action from a Template

1. In the Project Explorer, select the simulation in which you want to create a screen action from atemplate. The Simulation Designer appears and displays the simulation diagram.

2. In the Project Explorer, under Templates, drag the template to the desired location on the SimulationDesigner canvas. The new screen action is created and the template is applied. The new screen actionis an independent instance from the template. Subsequent modifications to the new screen action doesnot modify the original template.

Exporting a Template as an Image

An existing template must be available in the project to export as an image.

1. In the Project Explorer, under Templates, select the template you want to export as an image. TheTemplate Designer appears.

2. Adjust the window size to ensure that the template displays with all the elements visible.

Note: Any element that is not visible in the window when you export the template will not be visibleon the exported image.

3. Click the Export as image button on the Template Designer toolbar. A dialog box opens and displaysoptions to open, save, or cancel.







Working with the Template Editor

Using templates to control and apply formatting to projects provides consistency and saves time.Templates are applied at the project level, but a different template can be applied to a screen individually.

The Template Editor contains identical objects as the Screen Editor. For more information about creatingand configuring template objects, see the Screen Editor topics.

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Opening the Template Editor

1. In the Project Explorer, under Visualizations, click Templates. The Project Templates tab appearsand displays all previously created templates.

2. Double-click the template containing the screen action to edit. The Template Editor appears.

Creating a Template Object with Drag and Drop

1. Open the template to which you want to add an object.

2. Click a template object button on the toolbar and hold down the mouse button.

3. Drag the button onto the page, position it, and release the mouse button. The template object is createdand placed on the page.

Note: The Template Editor contains identical objects as the Screen Editor. For more informationabout creating and configuring template objects, see the Screen Editor topics.

Setting Properties for a Template Object

1. Open the Template Editor.

2. Select the template object of which to set the properties.

3. In the Details window, set any of the properties in the following property categories:

• General– Edit the name and add an optional description.• Notes – Add and view notes associated with the select template object.• Discussion – Add and view discussions.• Events/History – View and undo changes made to the selected template object.

Note: The Details window for each template object also contains a property category specific tothe template object type. For more information, see the topics related to setting the properties of aspecific template object type.

Selecting and Moving a Group of Template Objects

1. Open the template containing the template objects to move.

2. Click and drag the shaded rectangle around the template objects you want to move.

3. Drag the template objects to the new location and release the mouse button. The objects are moved tothe new location.

Resizing a Template Object in the Template Editor

1. Open the simulation diagram that contains the template object you want to resize.

2. Double-click the template action containing the template object to resize.

3. Drag the active resize handle to make the template object larger or smaller.

Note: To resize the template object proportionally, drag the Resize handle diagonally. To resize thetemplate object in one direction only, drag the Resize handle vertically or horizontally. Sometemplate objects, such as a box, are constrained to resize in only one direction.

4. When the template object is the appropriate size, release the mouse button. The template object isresized.

Arranging the Order of Template Objects

1. Open the Template Editor containing the template action for which you want to arrange the templateobjects.

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2. Select the template object to arrange. The template object is selected and the Details window displaysproperties for the object.

3. In the template object name category of the Details window, click the appropriate arrow button to movethe template object:

Note: For example, The Button category appears in the Details window of a button templateobject.

• Bring to front - Sends the object to the foreground.• Bring forward - Move the object down one layer.• Send backward - Move the object up one layer.• Send to back - Send the object to the background.

The template object is moved to the layer chosen.

Setting the Template Editor Grid Options

1. Open the Template Editor.

2. On the Template Editor toolbar, click the Window settings button. The Window settings dialog boxopens.









Working with Data TablesThe data table function provides the capability to incorporate external data in simulated output.

Creating a Data Table

1. In the Project Explorer, under Visualizations, click Data. The Business Data tab appears.

2. On the Business Data toolbar, click New table. The New Data Table dialog box opens.

3. Type a name for the data table in the Name box.


5. Type the name of the first column in the Column box.

6. Select the data type from the list to the right of the Column box.

7. Click OK. The dialog box closes, and the new data table appears on the Business Data tab.

Adding a Row to a Data Table

1. In the Project Explorer, select the data table in which to add a row. The data table appears in the TableDesigner.

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2. Click Add Row to add a row to the table. The row is added to the table.

Deleting a Row from a Data Table


2. Select the row that you want to delete and click the Delete row on the Table Designer toolbar. TheConfirmation dialog box opens with the message:You are about to delete this row. Are you sure?

3. Click Yes. The row is deleted from the table.

Adding a Column to a Data Table


2. Click Add Column. The Column dialog box opens.

3. Set the column properties, as follows:

a) Type a column name.b) Select the data type for the column from the list box.

4. Click OK. The column is added to the table with the properties that you chose.

Deleting a Column from a Data Table


2. Right-click the column you want to delete from the table and select Delete column. The column isdeleted.

Changing Column Order in a Data Table

Use this task when you have added columns to a data table and the columns are not in the preferred order,or when you add a new column to a data table and want to move it from the default location, which is as thelast column in the table.


2. Click and drag the column heading to the new position and release the mouse button. The columnappears in the location you chose.

Refreshing a Data Table

The data table to refresh must be open in the Table Designer.


2. Click the Reload Data button on the Table Designer toolbar to refresh the data in the table. The tablereloads, the data refreshes, and new table items display in the table.

Using a Data Table in a Screen Action

1. Open the simulation that contains the screen action to which you want to connect data.

2. Double-click the screen action to open the Screen Editor. The Screen Editor appears.

3. On the Screen Editor toolbar, click the Form builder button.

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4. Select Columns from data tables to import the form fields from an existing table.

a) Select the data table from which to choose elements.b) Check the check boxes for the form elements to include from the list of columns from the selected

data table.c) Review the Elements will be added for column.d) Click Import. The choices you made are imported and the dialog box closes.e) Click Create form on the Form builder dialog box.

The form is created.

Importing Data from a SpreadsheetCaliber Visualize provides a data-import feature for simulations that allows you to import a single-pagespreadsheet in comma separated values (CSV) format to use as a data table in a project. Importedspreadsheets are intended to be used a representative sample for use in simulations.

The import a spreadsheet function is available from the Business Data tab.

After you import the spreadsheet, you can open the Table Designer to edit rows, columns, and data just asyou can edit any other data table.

For best results, import a spreadsheet with a single page with column names in the first row, and content insubsequent rows. Spreadsheets are limited to a 101-row maximum that includes a header row. If aspreadsheet is queued for import and it is more than the 101-row maximum allowed.

Creating a Data Table from an Imported CSV File

The spreadsheet to import must be saved in CSV file format and can contain only one page. The maximumnumber of rows allowed is 101. The top row of the 101 columns must contain the column labels, for a totalof 101 columns maximum including the heading labels. No more than 101 columns can be imported. Makea note of the text in each column label in the CSV, because the text is required to complete the importprocess.

Note: The import process can take some time based on the size of the CSV file. A 101-row columnmaximum is enforced for imports. If you attempt to import a larger spreadsheet, the table is truncatedat the 101-row limit.

1. Open the project to which you want to import a CSV file.

2. Select Data in the Project Explorer. The Business Data page opens.

3. Click the Create Table from CSV button on the toolbar. The Create a New Data Table from CSVdialog box appears.

4. Complete the boxes as follows:

a) Type a name in the Name box.b) Optional: Type a description in the Description box.

5. Click Browse to browse to the CSV file that you want to import. The Select File to Upload dialog boxappears and displays available files.

6. Navigate to and select the CSV file you want to import. The File box populates with the selected CSVfile name.

7. Click Open. The dialog box closes, and the file name displays in the File box on the Create a New DataTable from CSV dialog box.

8. Click OK. The CSV is imported and the table displays on the Business Data page.

Note: The first table row contains the imported column names and the subsequent rows containthe imported values.

Using the Logic Editor with Data TablesChoices in the Logic Editor are based on the following criteria:

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• A data table• The actions the application takes from the point where the logic object is placed in the diagram.

Not all logic objects require variables or data settings. The built-in Logic Editor is used if complex datamanipulation is needed, such as data filtering, using expressions, or setting up a search statement.

The logic diagram object relates to a data table based on the connections made to other objects.

Assigning a Variable to a Logic Action


2. Double-click the logic action. The Logic Editor appears.

3. From the Create list on the Logic Editor toolbar, select one of the following options:

• Variable Assignment - Select a variable and assign its value.• Variables from dataset - Select a dataset, and then select the variable to assign.

Configuring Logic Action to Select Data



3. Select Select Data from the Create list box on the Logic Editor toolbar. The Select data dialog boxopens.

Note: The selections you view depend upon which action you choose and the data tables that areconfigured in your project.

4. Set the options in the dialog box for the following items:

a) Select data from – Selects the data table from which the data is loaded. Selecting the data tableupdates the Select data dialog box with the fields that are contained in the selected table.

b) Criteria – Sets the criteria for logic configuration from choices for Equals, Not equals,Contains, Greater than, and Less than.

c) Using – Sets the method for data selection.d) Select check box – Check the check boxes corresponding to each column from which you want to

select data.e) As – Set the name for the check boxes corresponding to each column from which you want to select

data. The default name from the check box is already filled in for you, but you can change them.

5. When the choices are set, click Save & Close on the Select data dialog box.

Configuring Logic Action to Insert Data



3. Select Insert Data from the Create list box on the Logic Editor toolbar. The Insert Data dialog boxopens.

Note: The selections you view depend upon which logic action you choose and the data tablesthat are configured in your project.

4. Set the options in the dialog box for the following items:

a) Insert data to – This option is the data table to which the user adds the data. Selecting the datatable updates the Insert Data dialog box with the fields that are contained in the selected table.

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b) Add each data name corresponding to the field for which you want to add data. Either type the namein the box, or click the Switch to Custom Value to produce a list of existing data names from withinthe data table.

5. When the choices are set, click Save & Close on the Insert Data dialog box.

Configuring Logic Action to Update Data



3. Select Update data from the Create list box on the Logic Editor toolbar. The Update data dialog boxopens.


4. Set the options in the dialog box that correspond to the choice you made.

a) Select the Update data from name in the list box.b) Update the boxes based on the information in the data table chosen.

The options are added.

5. When the choices are set, click Save & Close on the Update data dialog box. The dialog box closesand the configuration is saved.

Configuring Logic Action to Delete Data



3. Choose Delete Data from the Create list box on the Logic Editor toolbar. The Delete data dialogbox opens.


4. Set the options in the dialog box that correspond to the choice you made in the previous step from thefollowing:

a) For Delete to delete, choose the data field or data table from which to delete the data.

Note: If you choose a data table in this step, a message appears stating: All the rows inthe selected data table will be removed.

5. When the choices are set, click Save & Close on the Delete data dialog box. The dialog box closesand the configuration is saved.

Using VariablesA variable function is included to provide flexible data processing capabilities. Variables are designed toallow a user to add, update, and delete data from within a running simulation. Additionally, data can beassigned and displayed from an imported dataset or by using standard JavaScript expressions to combineand display data fields in a running simulation.

Creating a Variable Object for a Screen Action

1. In the Project Explorer, select the simulation containing the screen action for which to create avariable. The Simulation Designer opens.

2. Double-click the screen action. The Screen Editor appears.

3. Click the New variable output button on the Screen Editor toolbar. A variable object is added to theScreen Editor canvas.

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4. In the Details window, select the Variable output bar.

5. Select the variable from the Variable list.

Creating a Variable for a Logic Action

1. In the Project Explorer, select the simulation containing the screen action for which to create avariable. The Simulation Designer opens.

2. Double-click the logic action. The Logic Editor opens.

3. Select one of the following items from the Create list box on the Logic Editor toolbar.

• Variable Assignment• Variables from Dataset

A configurable variable object is inserted into the page.

4. Double-click the variable to display the Variable dialog box.

5. Click Save & Close. The dialog box closes and the variable and settings are saved.

Assigning a Variable to a Logic Action



3. From the Create list on the Logic Editor toolbar, select one of the following options:

• Variable Assignment - Select a variable and assign its value.• Variables from dataset - Select a dataset, and then select the variable to assign.

Using ImagesImage files can be added and stored in a project, where the image can be attached to screens in screenactions and inserted into templates. Currently, JPG, PNG, and GIF file formats are allowed. The maximumimage size allowed is 1MB. If you attempt to import an image larger than the allowed size, a messageappears notifying you that the file is too large to import.

Importing and Adding New Images to a Project

1. Open the project to which you want to add an image.

2. In the Project Explorer, click Images. The Project Images tab appears.

3. Click New image button on the Project Images toolbar. The Select file to upload dialog box appears.

4. Select the file or files to import, and then click Save to import the file or files into the Caliber Visualizedatabase. An Image file icon displays for each imported image on the Project Images tab.

Deleting an Image from a Project

1. Open the project to which you want to add an image.


3. Right-click the image you want to remove and select Delete Image from the menu. The Confirmationdialog box opens and displays the following message: You are about to delete: <name>. Areyou sure?

4. Click Yes to delete the image. The image is deleted from the Caliber Visualize database and removedfrom the Project Images tab.

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Configuring an Image

1. In the Project Explorer, select the image to view. The Project Images tab appears.

2. Access the Details window. The Details window appears and displays properties for the selectedimage.

3. Optional: Click General to expand the general properties category to set the following properties:

a) Type a new name in the Name box.b) Type a description in the Description box.

4. Optional: Click Image to expand the category to view a thumbnail of the selected image. The imagedisplays as a thumbnail.

5. Optional: Add notes for the image by performing the following steps:

a) Click the Notes bar, and the click Notes Explorer. The Notes window opens.b) To add notes, click New Notes.c) Click X (Close). The Notes page closes.

6. Optional: Add discussions for the image by performing the following steps:

a) Click Discussion, and then Discussion explorer. The Notes/Discussion window opens.b) To add a discussion, click the Post New button. The Discussion page opens.c) Complete the Discussion page with the subject and description.d) Click X (Close) when the discussion entries are completed. The Discussion page closes.

Previewing an Image

1. In the Project Explorer, click the Images. The Project Images tab appears.

2. Move your mouse pointer over the Image icon for the image you want to preview. The image appears ina tooltip above the icon.

Viewing an Image and Providing Feedback

1. In the Project Explorer, select the image to view. The Project Images tab appears.

2. Access the Details window. The Details window appears and displays properties for the selectedimage.

3. Click Image bar to expand the category. The image displays as a thumbnail.

4. Optional: Add feedback for the image by performing the following steps:

a) Click the Discussion bar, and then click Discussion explorer. The Notes/Discussion windowopens.

a) To add a discussion, click the New Post button. The Discussion page opens.b) Complete the Discussion page with the subject and details.c) Click Save.d) Click X (Close) when the discussion entries are completed.

Renaming an Image


2. Right-click the image and choose Rename. The Details window displays the image name in theGeneral category.

3. Type a name in the Name box.

4. Press Enter or click the canvas workspace. The image is renamed.

Adding an Image to a Screen Action

An existing image must be available in the project to import into the screen action. If an image has notbeen imported into the project, complete that task and then return to this task.

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1. In the Project Explorer, select the simulation that contains the screen to which you want to add animage. The Simulation Designer appears.

2. Add the image to the screen action by using one of the following methods:

• From the Screen Editor toolbar:

• Click the New image button on the Screen Editor. The Project Images tab appears anddisplays the list images available in the project.

• Select the image you want to insert.• Click the Use button at the bottom of the Project Images tab to insert the image.

• From the Project Explorer:

• Under Images, click and drag the image you want to add to the screen action.• Drop the image onto the Screen Designer canvas.

The selected image file is inserted into the screen action.

Deleting an Image from a Screen Action

1. In the Project Explorer, select the simulation containing the screen action. The Simulation Designerappears.

2. Double-click the screen action containing the image to delete. The Screen Editor appears.

3. Select the image that you want to remove from the screen action.

4. On the Screen Editor toolbar, select the Delete selection. The image object is deleted from the screenaction.

Resizing an Image in a Screen Action

Image files must be stored inside a project to be available for resizing. Images can be resized only from ascreen action or template page.

1. Double-click the screen action containing the image object to resize. The Screen Editor appears.

2. Click the image that you want to resize in the screen action.

3. Drag the active resize handle to make the image larger or smaller.

Note: To resize the image proportionally, drag the Resize handle diagonally. To resize the image inone direction only, drag the Resize handle vertically or horizontally. Some objects, such as a box,are constrained to resize in only one direction.

4. When the image is the appropriate size, release the mouse button. The image is resized.

Exporting a Screen Action as an Image

1. In the Project Explorer, select the simulation containing the screen action you want to export as animage.


2. Double-click the screen action you want to export as an image. The Screen Editor appears.

3. Adjust the window size to ensure that the screen action displays with all the screen elements visible.

Note: Any screen element that is not visible in the window when you export the screen action willnot be visible on the exported image.

4. Click the Export as image button on the Screen Editor toolbar. The File Download dialog box opensand displays options to open, save, or cancel.


• To view the file immediately, click Open. The image opens in the application configured on yoursystem to display PNG files.

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• To save the file to a location on your PC or on the network, click Save. The Save As dialog boxopens. Navigate to the location to which you want to save the PNG and click Save.

The PNG is either opened or saved depending on the choice you made.

Exporting a Scenario Diagram as an Image

Use this task when you want to:

• Save a diagram to your computer or a network location• Send a diagram to someone as an email attachment• Print a version of the diagram

The diagram is exported as a PNG.

1. In the Project Explorer, select the scenario you want to export as an image.


2. Click the Export as image button on the Scenario Designer toolbar. A dialog box opens and displaysbuttons for Open, Save, and Cancel.






If you chose to view the image, you can manipulate it with the features available in the applicationconfigured to work with image files on your system. Most applications allow, at minimum, the capacity toprint and save. You can also send the image as an attachment to an email.

Exporting a Simulation Diagram as an Image

A simulation diagram must be created to export it as an image.

Use this task when you need to save a diagram to your computer or a network location, or you want tosend a diagram to someone as an email attachment, or if you need a printed version of the diagram. Thediagram is exported as a PNG file. You can export a diagram even if the project is locked for editing byanother user.

1. In the Project Explorer, under Simulations, select the simulation you want to export as an image. TheSimulation Designer appears.

2. Click Export as image button on the Simulation Designer toolbar. A dialog box opens and displaysthree options: Open, Save, and Cancel

3. Choose one option from the following choices:

• To open the PNG file, click Open to open the application configured for PNG files on your system.The PNG file appears in the application.

• To save the PNG file, click Save to open the Save dialog box. Type a name in the Name box andnavigate to the location at which to save the PNG file. Click OK. The PNG file is saved, and thedialog box closes.

• To cancel the operation, click Cancel to close the dialog box and return to the diagram.

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Exporting a Template as an Image

An existing template must be available in the project to export as an image.

1. In the Project Explorer, under Templates, select the template you want to export as an image. TheTemplate Designer appears.

2. Adjust the window size to ensure that the template displays with all the elements visible.

Note: Any element that is not visible in the window when you export the template will not be visibleon the exported image.

3. Click the Export as image button on the Template Designer toolbar. A dialog box opens and displaysoptions to open, save, or cancel.







Starting a DiscussionA built-in feedback mechanism for comments is available for all project assets and objects. Discussion areallowed in free-text form, and reviewers' comments are identified when the comments are submitted andsent to you. The discussion feature makes it easy to track reviewer comments

Discussions are viewable and managed in the Details window of the selected asset or object. Additionally,the Reviewer Tools window and Storyboard Viewer contain Discussion bars.

Viewing and Adding to Discussions in the DetailsWindow1. Select the project asset or object to which you want to add a discussion.

2. In the Details window, click the Discussion bar. The Discussion explorer button and any previouslyadded discussions appear.

3. To add a discussion, click Discussion explorer. The Notes/Discussion/Traceability window opens.

4. Click the Post New button. The Discussion form page opens.

5. Enter the discussion information for each category for the following:

a) Subject: Type a descriptive title.b) Details: Type detailed instructions or information.

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6. Click Save. The Discussion table displays the information that you added.

7. Click X (Close). The Notes/Discussion/Traceability window closes. The new discussion displays inthe Discussion category on the Details window.

Commenting on Submitted Discussions in the DetailsWindow1. Select the project asset or object containing the discussion on which to reply.

2. In the Details window, select the Discussion bar.

3. Click Discussion on the Properties Explorer. The Discussion category expands and displays anypreviously submitted discussions.

4. Double-click the discussion entry on which to comment. The Notes/Discussion/Traceability windowopens and displays a table of the discussions submitted at the project level.

5. Select the discussion to view its details.

The discussion details open and display the following non-editable details categories: From, Subject,Date, and Details.

6. Click Reply.

7. Type comments in the Details box.

8. Click Save, and then close the Notes/Discussion/Traceability window.

Reviewing a Simulation and Creating DiscussionsA simulation must be created in which a discussion can be created. The reviewer must be provided with alink to run the simulation in a Web browser.

1. Open the browser and navigate to the provided link. The Reviewer Log On page opens in the browser.

2. Log on as instructed by using your email address and a password, if required.

Note: If the page does not display the password box, you do not need a password to view thesimulation. If the page does display a password box, you must type the password supplied to youby the person who requested that you review the simulation.

The simulation opens in the browser.

3. Click Reviewer Tools. The Reviewer Tools window appears.

4. Click the Discussion bar. The Post New button and any previously entered discussions appear.

5. Click the Post New button. The Discussion form opens.

6. Fill in the following information:

a) Subject: Type a descriptive subject for the discussion.b) Details: Type detailed instructions or information.

7. Click Save. The name of the discussion entry appears under Discussion on the Reviewer Tools.

Creating Discussions from a Storyboard1. Click the scenario for which you want to start a discussion.

2. On the Scenario Designer toolbar, click the Storyboard button. The Storyboard appears in a newbrowser window.

3. Navigate through the storyboard using the Storyboard toolbar.

4. Click Discussion in the Story panel. The Discussion options appear.

5. Click the Post New icon. The Discussion dialog box opens and is ready for text entry.

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6. Add text for the following boxes:

a) Subject – Type a descriptive title.b) Details – Type detailed instructions or information.

7. Click Save. The system saves the discussion. The Discussion page displays the discussion youadded.

Viewing and Hiding Replies to DiscussionsIndividual objects within a major asset, such as a text box on a screen within a simulation, can havediscussions associated with that object. These replies for an object contained within another asset arecalled descendants. This task describes how to view replies.

1. Select the project asset of which to view the discussion.

2. In the Details window, click the Discussion bar.

3. Click Discussion Explorer. The Notes/Discussion/Traceability window opens and displays theDiscussion tab.

4. Click the arrow next to the discussion to display all replies. The Notes/Discussion/Traceability windowdisplays all replies.

5. Click X (Close) when you are finished viewing the discussions.

Creating a NoteNotes provides supplemental information about a project asset or object and help to clarify the intent orpurpose. You can add a note to any project asset type or object type.

Viewing and Adding Notes in the Details Window1. Select the project asset or object to which you want to view or add a note.

2. In the Details window, click the Notes bar. The Notes explorer button and any previously added notesappears.

3. To add notes, click Notes explorer. The Notes/Discussion window opens.

4. Click the New note button. The Notes form opens.

5. Enter the notes information for each category for the following:

a) Name: Type a descriptive name for the note.b) Status: Select a status for the note.c) Owner: Select an owner of the note.d) Details: Type detailed instructions or information.

6. Click Save. The Notes table displays the information that you added.

7. Click X (Close). The Notes/Discussion window closes. The new notes displays in the Notes categoryon the Details window.

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Test Case InsightCaliber Visualize's Test Case Insight feature allows you to collect information based on scenario andsimulation diagrams and distill the process into individual test cases.

Aggregate magnitude values attached to objects within each scenario or simulation are calculated anddisplayed in the Test Case Insight window.

You can export test cases to comma separated values (CSV) format, which is importable into newerspreadsheet programs such as Microsoft Excel, and testing software such as HP Quality Center andSilkCentral Test Manager.

Working with Test CasesCaliber Visualize uses information that you enter into scenario and simulation diagrams and couples thatinformation with magnitude settings to create weighted test cases.

The test cases follow the path laid out in the diagram, and the magnitude settings provide weighting foreach component. Details for each test case are accessible by clicking a Show Test Case Details button onthe main window.

You can export test cases in comma separated values (CSV) format, which is readable by manyspreadsheet programs.

Generating and Viewing a Test Case1. Open the project for which you want to create test cases.

2. Open the scenarios or simulation from which to create the test case.

3. In the Project Explorer, right-click the scenario or simulation from which to create the test case. Amenu appears.

4. Choose Test Case Insight. The Test Case Insight dialog box opens and displays the test caseinformation, including the title of the object you chose, a list of the test cases, the magnitude values, anda table that displays the test case path information.

5. Optional: Click Show Test Case Details to view a list the individual objects in the test case.

Exporting a Test CaseThe test case must be created and open to complete this task.

1. In the Test Case Insight dialog box, select the check box for each test case path you want to include inthe exported test case.

2. Click the Export to button. Select one export choice from the following options (

Note: Click the down arrow to the right of the Export to button to expand the choices available:

• Export to: CSV• Export to: CSV (include HTML links)

The File Download dialog box opens.

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• Click Open to open the CSV in the application configured on your system for this type of file.• Click Save to save the file to a location that you choose.

The selected test cases are available in comma separated values (CSV) format.

Test Case StructureThe following table provides a general description of the test case structure that is exported to a commaseparated value (CSV) file from Test Case Insight for scenarios and simulations.

Column Name Contains Use

Project The project name Displays the name of the selected project.

Source Test case source for the scenario orsimulation

Displays the name of the selected objectand assigned magnitude.

TestCaseName Scenario or simulation name andassigned magnitude value

Displays the name of the selected objectand assigned magnitude.

Description Description Contains the description, if any, containedin the related Description box. If there isno description, this is blank.

StepName Step name For a displays a list of all steps and theassociated title.

Action Blank Blank. This column is for the tester to fill inwith the action that should take place foreach step shown in the StepName column.

Expected Result Expected result Provides the expect action for any objectsin the diagram that have an assignedaction, such as a redirect, or for an inherentaction set up by the designer, such as aloop in a login screen. Otherwise, thecolumn is blank. a column for the tester tofill in with what the expected outcomeshould be for each action.

Actual Result Blank Provides a column for the tester to fill inwith what the actual outcome was theaction related to each step shown in theStepName column.

URI Uniform resource identifier (URI) Provides the URI, which is the path to viewthe step listed. If the report was generatedas HTML, this path is clickable. If the reportwas generated as a CSV, the path can becopied and pasted into a browser window.

Magnitude Magnitude value up to seven digits Shows the magnitude value for each object.

Document Text Document information Contains a line to identify the documentorigins as Exported from Caliber Visualizewith the year and the version number, acopyright notice, a confidential informationstatement, and the user name of the personwho generated the report followed by adate and time stamp.

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Using Magnitude inDesigned to work with the built-in Caliber Visualize test case engine called Test Case Insight, the flexible,user-configurable magnitude settings can provide your team with What-If analysis, complexity weighting,level-of-effort calculations, and other factors based on your business model.

The default values are intended as a guideline to use when you need to create statistics that includeweighting. These statistics can be used to determine importance, ranking, weight, or level of effort for testcases in Caliber Visualize. You might also want to use numbers that reflect values that are used in yourbusiness to indicate other units of measure for estimating, units of work, or other factors.

Magnitude numbering can be used to indicate many rankings or measurements. Some examples areshown in the following list:

• Complexity• Importance• Interest• Risk• Size• Scope• Story points• Function points• Level of effort• Difficulty• Projected return on investment (R.O.I.)

The following list describes some uses for magnitude settings:

• Allows you to automatically calculate complexity based on magnitude assignments for Caliber Visualizeobjects

• Provides a graphical representation that displays complexity points for a given project, simulation,scenario, or template

• Supports What-If analysis for data evaluation• Provides basic test scoping, similar to story points, by creating a simple baseline• Allows testers to choose and rank test cases based on weight determined by magnitude settings.• Provides insight for test case exploration, test case assessment, and test case selection• Supports test case generation to commonly available formats, such as comma separated values (CSV).• Capability to create a URL from a target test-management environment back to Caliber Visualize test

objects that allow reviewing and authoring activities

Using Magnitude at the Project LevelYou can view an aggregate magnitude for all objects inside a project at the project level.

Magnitude uses numbers as a way to provide weighting to specific actions, objects, or factors withinCaliber Visualize.

Magnitude values assigned to project contents like scenario and simulation objects provide an aggregatedtotal value that you can use to provide a project snapshot of complexity, risk, effort required, or other valueyou assign.


Using Magnitude with ScenariosUsing magnitude settings for objects within scenarios provides factors that you can use to determinecomplexity, measure risk, or assign a level of effort to test cases. Magnitude uses numbers as a way toprovide weighting to specific actions, objects, or factors within Caliber Visualize.

An editable default value is assigned to each object from the project level to the objects within a diagram.

The values can be defined in terms that match your business model, such as rankings for effort, difficultly,complexity, or units of time.

Using Magnitude with SimulationsSimulations in Caliber Visualize can range from a simple logon procedure that uses two or three screens tocomplex, multi-screen operations that allow the user to add personal information, configure options, andcalculate cost for an insurance policy.

Using magnitude settings for objects within simulations provides factors that you can use to determinecomplexity, measure risk, or assign a level of effort to test cases. Magnitude uses numbers as a way toprovide weighting to specific actions, objects, or factors within Caliber Visualize.

An editable default value is assigned to each object within a diagram. You can change those default valuesto match your business model or methodology.

Changing a Default Magnitude Value1. Select the project asset or object for which you want to change the magnitude value.

Note: Magnitude values are assigned to scenarios and internal objects, simulations andassociated internal objects, and templates and associated internal objects.

2. In the Details window, select General.

3. Click the Magnitude box and type the new value.

Magnitude values from zero to up to seven digits are allowed.

The value is updated, and the box reflects the new value.

Magnitude Default ValuesThe following table provides a list of Caliber Visualize objects and the default magnitude value associatedwith each object.

Object Default Value

Scenario 0

Scenario start 0

Scenario step 0

Scenario decision 10

Scenario resource 20

Scenario connector 0¤

Scenario rich text 0

Simulation 0

Simulation start 0

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Object Default Value

Simulation screen 5

Simulation screen element

Rich text 5

Variable output 5

Text link 5

Image 5

Text box 5

Button 10

List box 10

Multi-select list box 10

Text area 10

Check box 10

Option button 10

Rectangle 10

Table 20

Simulation redirect 0

Simulation logic 10

Simulation decision 10

Simulation connector 0

Logic object settings for simulations and scenarios

Logic: assignment 10

Logic: insert 10

Logic: update 10

Logic: delete 10

Logic: variables 10

Logic: select 20

Template 0

Discussion 10

Requirement 20

HTML Override 80

JavaScript Override 80


Custom ReportsYou can create customized project reports in Rich Text Format (RTF) format that contain the project name,dynamic table of contents, page headers and footers with the report title and page numbers, the reportcreator's name, and the date and time the report is generated. Additionally, reports include customizableinformation about requirements and visualizations. For example, images from screen actions, templates,simulation diagrams, and scenario diagrams are included in the appropriate areas of a project report whenyou generate the report.

Reports opened in text processors with fewer features, like WordPad, do not support the same formattingfeatures, including tables of contents and displaying images.

information is provided depending on the current selections in the list of items to include in the projectreport. The following options are available in the Reporting dialog box.

Caliber Visualize Reporting Options

• Requirements – All requirements and their descriptions, linked visualizations, attributes, discussions,change history, and any attachments can appear in the report. You can customize the type ofrequirements information to display in a report by selecting the following options:

• Show Custom Attributes• Show Attachments• Show Linked Visualizations• Show Requirement Discussions• Show Change History

• Scenarios – Provides a report for the selected scenario. The dialog box displays choices to includediscussions, scenario diagrams, and all associated internal steps, decisions, actors, and invokes. Thereport shows decisions and invokes with links to other scenarios and connections to simulations. A linkis included to run the scenario storyboard directly from the report.


• Appendices – Provides the following options from which you can select to include in the report:

• All Discussions• All Project Actors• All Project Data• All Project Templates• Miscellaneous

Creating a Report1. Open the project from which you want to create a report.

2. On the Caliber Visualize Workspace menu bar, choose Reports > Project Report. The Reportingdialog box opens and displays the list of items to include in the project report. The list is expandable.

3. Optional: Expand the categories to display the individual choices that are available.

4. Check the check boxes to include the selected sections in the project report.

5. Click Create Report (RTF). The Opening dialog box opens.

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6. Click Open to open the report or Save to save the report in the desired location.

Note: The report output is in Rich Text Format (RTF). You can open the RTF file in any applicationthat opens an RTF, such as Microsoft Word, Open Office Writer, or WordPad. Formatting might belimited in with some applications.

The report with the sections you selected opens in the application that is configured on your system toopen RTF files.

7. Optional: Navigate to the Table of Contents in the report and right-click the Right-click here andselect "Update Field" to see the table of contents message to generate the table ofcontents for the report.

Note: An application that supports dynamic tables of contents must be used to use this feature.Example applications that support this feature are Microsoft Word and Open Office Write.

The optional Table of Contents is created from the report content, if the report is opened in anapplication that supports dynamic tables of contents, such as Microsoft Word.

Including Images in a ReportImages from screen actions, templates, simulation diagrams, and scenario diagrams are included in theappropriate areas of a project report when you generate the report.

Updates automatically occur every two minutes as authors open, close, create, and modify scenarios,templates, simulations and screens. Images are also updated when a triggering event occurs, such asclosing an exported image window.

If an image is undergoing an edit when the report is exported, a message appears stating that the image isout of date. A Refresh link is available that, when clicked, updates the image. When the image is updated,a message is appended under the image that includes the user ID of the person who made the changes.

Images in reports are clickable, which means that you can click an image and open the linked object thatthe image is based on. Where the image opens, either in a Discussion window in a browser, or directly inCaliber Visualize, depends on whether or not you have access to Caliber Visualize and to the project thatcontains the images. For example, a reviewer who does not have Caliber Visualize access willautomatically see the Discussion page containing the image. However, when a registered CaliberVisualize user clicks an image in a report, the corresponding diagram opens directly in Caliber Visualize.The user may be prompted to log in if Caliber Visualize is not open.

For Reviewers Displaying Assets From ReportsCaliber Visualize reports contain features that can save time, provide real-time references to support reporttext, and simplify review or other discussions. You can access a scenario storyboard or a runningsimulation from a link in the report, if the item is selected when the report is generated.

Reviewers who do not have a designer account in Caliber Visualize can still open an included scenariostoryboard or a running simulation directly from a report. Access is handled by the existing reviewer accessfeature.

Opening a Scenario Diagram from a ReportReviewers do not need access to Caliber Visualize to accomplish this task. They only need access to abrowser. If the project is protected with a password, the reviewer must know that password to log in to theDiscussion page. Otherwise, only an email address is needed.

You can provide these steps to the reviewer.

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1. Open the report that contains the scenario information.

2. Navigate to the appropriate scenario section in the report.

3. Perform the following steps to open the diagram from the report:

a) Press and hold the Control key.b) Click the scenario diagram image.

The Discussion window opens in a browser window and displays the log on page.


Note: If the page does not display the password box, you do not need a password to view thesimulation. If the page does display a password box, you must type the password supplied to youby the person who requested you to review the simulation.

The scenario appears in the browser.

Opening a Storyboard from a ReportReviewers do not need access to Caliber Visualize to accomplish this task. They only need access to abrowser. If the project is protected with a password, the reviewer must know that password to log in to theDiscussion page. Otherwise, only an email address is needed.




3. Under the High Level Design heading, hold down the Control key and click the Review scenarioonline link. The Discussion window for reviewers opens in a browser window.



The storyboard appears in the browser.

Opening a Simulation from a ReportReviewers do not need access to Caliber Visualize to accomplish this task. They only need access to abrowser. If the project is protected with a password, the reviewer must know that password to log in to theDiscussion page. Otherwise, only an email address is needed.


1. Open the report that contains the simulation information.

2. Navigate to the appropriate simulation section in the report.

3. Under the High Level Design heading, hold down the Control key and click the Reviewsimulation online link. The Discussion window for reviewers opens in a browser window.



The simulation opens in the browser.


Opening a Simulation Diagram from a ReportReviewers do not need access to Caliber Visualize to accomplish this task. They only need access to abrowser. If the project is protected with a password, the reviewer must know that password to log in to theDiscussion page. Otherwise, only an email address is needed.




a) Press and hold the Control key.b) Click the simulation diagram image.

The Discussion window opens in a browser window and displays the log on page.



The simulation appears in the browser.

Viewing a Template from a Report for ReviewersReviewers do not need access to Caliber Visualize to accomplish this task. They only need access to abrowser. If the project is protected with a password, the reviewer must know that password to log in to theDiscussion page. Otherwise, only an email address is needed.

1. Open the report that contains the template information.

2. Navigate to the appropriate template section in the report.

3. Perform the following steps to open the template image from the report:

a) Press and hold the Control key.b) Click the template image.

The Discussion window opens in a browser window and displays the log on page. The reviewer mustlog in to access the image. For registered Caliber Visualize users, the template opens in CaliberVisualize. Users that are not logged in to Caliber Visualize will be prompted to log in, and the diagramopens automatically.

4. Instruct the reviewer to log on by using their email address and a password, if required.

Note: If the page does not display the password box, the reviewer needs a password to view thesimulation. If the page does display a password box, the reviewer must type the password suppliedto them to view the template.

The template appears in the browser.

For Users Opening Assets From a ReportCaliber Visualize reports contain features that can save time, provide real-time references to support reporttext, and simplify review or other discussions. You can access project assets such as a scenario storyboardor diagram, a simulation or simulation diagram, or a template from a linked image included in the report.

Each selected asset opens in Caliber Visualize. If you are not logged into Caliber Visualize, you will beprompted to log in and then the asset you select opens automatically.


Opening a Scenario Diagram from a ReportYou must be a registered Caliber Visualize user to complete this task. If you are not logged in to CaliberVisualize when you select the scenario diagram to open from the report, you will be prompted to log in.After you log in, Caliber Visualize will open your selection automatically.




a) Press and hold the Control key.b) Click the scenario diagram image.

The scenario diagram opens in Caliber Visualize.

Note: You are prompted to log in if you do not already have Caliber Visualize open. The scenariodiagram displays in Caliber Visualize when login is complete.

Opening a Storyboard from a ReportYou must be a registered Caliber Visualize user to complete this task. You do not need to be logged into toCaliber Visualize to accomplish this task, except if you want to open the accompanying scenario in CaliberVisualize.



3. Under the High Level Design heading, hold down the Control key and click the Review scenarioonline link. The Storyboard window opens in a browser window.

Opening a Simulation from a ReportYou must be a registered Caliber Visualize user to complete this task. If you are not logged into CaliberVisualize, you will be prompted to log in before you can view the simulation.



3. Under the High Level Design heading, hold down the Control key and click the Reviewsimulation online link. The simulation opens in Caliber Visualize if you are logged in. If you are notlogged in, you are prompted to log in. When Caliber Visualize loads, the simulation you selected opens.

Opening a Simulation Diagram from a ReportYou must be a registered Caliber Visualize user to complete this task. If you are not logged in to CaliberVisualize when you select the simulation diagram to open from the report, you will be prompted to log in.After you log in, Caliber Visualize will open your selection automatically.




a) Press and hold the Control key.b) Click the simulation diagram image.

The simulation diagram opens in Caliber Visualize.


Note: You are prompted to log in if you do not already have Caliber Visualize open. The simulationdiagram displays in Caliber Visualize when login is complete.

Opening a Template from a ReportYou must be a registered Caliber Visualize user to complete this task. If you are not logged in to CaliberVisualize when you select the template to open from the report, you will be prompted to log in. After you login, Caliber Visualize will open your selection automatically.

1. Open the report that contains the template information.

2. Navigate to the appropriate template section in the report.

3. Perform the following steps to open the template image from the report:

a) Press and hold the Control key.b) Click the template image.

The template opens in Caliber Visualize.


AdministeringThis section contains topics that describe the administrative functions included in Caliber Visualize.

Logging On with the Administrator AccountThis first-time logon procedure is for Caliber Visualize administrators under the following conditions:

• If you are using a 30-day access version of Caliber Visualize• If you are categorized as both a user and an administrator within Caliber Visualize• If you are the only administrator for Caliber Visualize

Important: After the Caliber Visualize installation is complete, the Caliber Visualize server mightrequire several minutes to start the first time. As a result, the URL might not be available immediatelyafter the installation completes. See the Caliber Visualize Installation Guide for more information.

1. In the browser, navigate to the IP address or URL for the Caliber Visualize workspace. The Log Onwindow opens in the browser.

2. Type the default user name as admin in the Username box.

Note: The admin user name is not configurable in this release.

3. Type the default password as admin in the Password box.

4. Click Log on. The Loading message appears. When the product finishes loading, the mainworkspace opens in the browser window.

Security best practice recommends that you change the default password.

Changing the Administrator PasswordYou must be logged on to Caliber Visualize as an administrator to complete this procedure.

1. Click Profile on the main toolbar at the top of the workspace. The Profile dialog box opens.

2. Type the new administrator password in the Password box.

3. Type the new password again to confirm it in the Confirm password box.

4. Click OK. Your profile is updated with the new password. The Password dialog closes, and the newpassword is effective the next time you log on to Caliber Visualize.

Managing the SystemNote: This topic provides concepts for a Caliber Visualize installation without Caliber. If you are usingCaliber Visualize for Caliber, review the Caliber documentation for pertinent information about thistopic.

You must be logged on to the Admin Console as an administrator to use the Manage System functions.

As an administrator, you can perform the following tasks:

• Display system information related to Caliber Visualize, such as the domain IP number, server IPnumber, assigned port, and memory statistics.

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• Display a list of projects in use.• Display a list of parked projects, which are inactive projects.• Manage memory load by parking projects that are not in use, which removes them from memory.

Note: Parked projects are visible to the administrator, but not to a user, even if the user was theoriginal owner of the project. The administrator must unpark the project to make it visible to the user.

Accessing System OptionsNote: This topic provides concepts for a Caliber Visualize installation without Caliber. If you are usingCaliber Visualize for Caliber, review the Caliber documentation for pertinent information about thistopic.

You must be logged on to the Caliber Visualize Admin Console as an administrator before performing thisprocedure.

1. Click the Manage system icon. The Manage System dialog box opens and displays the Managesystem page.

2. Review the System information page:

• Domain, which displays the domain IP number• Server IP, which displays the IP for the server• Port, which displays the port number assigned to Caliber Visualize• Total Memory, which displays the total system memory• Available Memory, which displays available memory for system use

3. Click Projects to open and review the list of projects. The available and parked projects display in theProjects list.

Modifying General OptionsNote: This topic provides concepts for a Caliber Visualize installation without Caliber. If you are usingCaliber Visualize for Caliber, review the Caliber documentation for pertinent information about thistopic.


1. Click Manage system on the Admin Console toolbar. The Manage System dialog box appears.

2. Edit any of the following options, and then click Save.

• Maximum file size upload (MB) — sets the size limit in megabytes for uploading files to the CaliberVisualize database. The default and recommended size limit is 5 MB. Uploading large filesapproaching or exceeding 5 MB may impact the performance of your Caliber Visualize database.Additionally, attaching a large number of files may impact performance.

• Maximum row count upload (#) — sets the row count limit for uploading rows in a data table to theCaliber Visualize database. An excessively large number of rows could cause performanceproblems. Setting this option to restrict users from creating a large number of rows ensures optimalperformance.

• Maximum undo steps (#) — sets the limit of the number of undo actions to perform in the ScenarioDesigner, Simulation Designer, Screen Editor, and Template Editor. For example, if you set thisoption to 5, you will only be able to undo the last 5 actions performed in the Screen Editor.

Note: The list of undo actions appears in the Events/History section of the Details window.

• Snapshot timer (ms) — defines the time interval in milliseconds of the Snapshot timer. The Snapshottimer is used to automatically save the state of a visualization at periodic intervals as defined by thisoption.

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3. Click Save. The option values are saved in the Caliber Visualize database.

Accessing Database InformationYou must be logged on to the Caliber Visualize Admin Console as an administrator before performing thisprocedure.

1. Click the Manage system icon. The Manage System dialog box opens and displays the Managesystem page.

2. Click Database.

3. Review the Database page:

• Database URL — displays the URL of the Caliber Visualize database.• Database Username — displays the user name of the Caliber Visualize database.

Accessing Error LogsYou must be logged on to the Caliber Visualize Admin Console as an administrator before performing thisprocedure.

1. Click the Manage system button. The Manage System dialog box opens and displays the Managesystem page.

2. Click Error Logging.

3. Review the Error logging page:

• Under Logs, select the log to view, and click the View selected log button.• Under Dumps, select the dump to view, and click the View selected dump button.

Parking a ProjectNote: When the project is unparked it is reloaded from the Caliber server. If the Caliber Visualizeserver is restarted it does not load the child objects for parked projects. The Caliber project looks thesame whether or not it is parked. With the exception that snapshots are not available and the links forrunning or editing the visualization do not work. The descriptions for scenarios and simulationscontain an error message when this occurs.


1. Click Manage system button. The Manage system window opens and displays the Systeminformation page.

2. Click Projects. The Projects page opens and displays all the workspaces that have projects associatedwith them.

3. Click the Workspace folder icon that contains the project you want to park. The tree expands anddisplays the projects assigned to that group.

4. Click the project in the tree that you want to park, and click the Park button. The project is moved to theParked category, and the project status is set to inactive, which releases the memory that was assignedto the project.

Note: The parked project does not appear in the related user workspace when it is parked.

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Unparking a ProjectNote: This topic provides concepts for a Caliber Visualize installation without Caliber. If you are usingCaliber Visualize for Caliber, review the Caliber documentation for pertinent information about thistopic.


1. Click Manage System button. The Manage system dialog box opens and displays the Systeminformation page.

2. Click the Projects icon. The Projects page opens and displays all the groups that have projectsassociated with them.

3. Click the Workspace folder icon that contains the project you want to unpark. The tree expands anddisplays the projects assigned to that workspace.

4. Click the project in the tree that you want to unpark, and click the Unpark button. The project status isset to active and the project name appears in the Projects in Use list, which also loads the project intomemory. The user workspace displays the icon for the project.

Working with User Accounts and WorkspacesA workspace in Caliber Visualize allows you to control the availability of Caliber Visualize projects byassigning projects to a workspace and enabling access rights to the workspace for specific CaliberVisualize users. A workspace must be created before you can add a user account. User accounts are setup to allow full use of the tools, including defining requirements, and designing scenarios and buildingsimulations. You must be logged on to the Admin Console as an administrator to manage user accounts.

As an administrator, you can assign a user name and a password to each user. Passwords are encryptedafter they are entered into the system. After you have assigned a user account, the user has the capabilityto update her or his email information, user name, and password in the system without assistance fromyou.

Managing LocksNote: This topic provides concepts for a Caliber Visualize installation without Caliber. If you are usingCaliber Visualize for Caliber, review the Caliber documentation for pertinent information about thistopic. You must be an administrator to perform this task.

Users can lock their projects. The following are typical reasons that a user might want to lock a project:

• To prevent unintended changes to a project by other users.• To allow a user to make changes to a project, then discard the changes and reload the original,

unchanged version.• To freeze a simulation when you send the output to a stakeholder for review. This action prevents

changes to the simulation until the review is complete.

A user might lock a project and leave it locked when another user needs access to the project. When thishappens, the administrator can unlock the project.

Overriding a Lock

1. Log on as an administrator. The administrator workspace displays.

2. Click Manage locks on the Admin Console toolbar. The Manage Locks window opens and displaysthe list of all locked projects.

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3. Click the name of the locked object in the Project column.

Note: The Manage locks window displays a list of only objects that are locked.

4. Click Unlock button on the window toolbar. The selected object is unlocked and the name is clearedfrom the Manage locks window.

5. Click X (Close). The lock status is saved and the dialog box closes. The unlocked object is available toview and change.

Enabling SSL CommunicationCaliber Visualize supports SSL communication. To enable SSL communication, you must obtain a digitalcertificate that uses a trusted certificate authority (CA) as the root certificate authority.

Note: For more information, refer to the Apache Tomcat SSL configuration documentation: http://tomcat.apache.org/tomcat-7.0-doc/ssl-howto.html

To test Caliber Visualize's SSL support, you can use the untrusted (CA) that is installed with CaliberVisualize.

Note: You must use FireFox to test Caliber Visualize's untrusted (CA).

1. Edit the server.xml file in \Borland\Caliber Visualize\conf to activate the definition for theconnection on port 11081.

2. In your browser, navigate to the secure IP address or URL provided for your workspace:

a) Type HTTPS to indicate the hypertext transfer protocol for secure access.b) Type 11081 for the port number.

An example secure access URL is https://localhost:11081/calibervisualize .

A page appears and displays a message indicating the certificate is untrusted.

3. Accept the option to acknowledge the risk of an untrusted certificate and proceed to the Log Onwindow.

4. Type your user name in the Username box.

5. Type your password in the Password box.

6. Click Log On. The Loading message appears. When the product finishes loading, the mainworkspace opens in the browser window.

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Caliber IntegrationThe Caliber Visualize - Caliber integration provides you with the ability to maintain traceability betweenrequirements in Caliber Author and visualizations in Caliber Visualize. This allows you to use the advancedrequirements management and definition capabilities of Caliber Author while leveraging the scenarios andsimulations of Caliber Visualize to define more accurate requirements and foster improved collaborationbetween team members.

In Caliber Author, you can write and manage requirements and then supplement these requirements withvisualizations created in Caliber Visualize, which are viewable from within a Caliber project as a uniquerequirement type. For traceability, requirements in Caliber can be associated with visualizations todemonstrate a proof-of-concept, working prototype of a written requirement.

Additionally, to collaborate with all team members on the design and development of visualizations, theintegration supports a bidirectional notes feature that enables the exchange of information between the twoproducts and can be initiated from either product.

Another feature of the of the Caliber Visualize - Caliber integration is the ability to create a non-integratedCaliber Visualize project in which you can test drive the new requirements management features includedin Caliber Visualize.

For additional information, refer to the Caliber Help.

Administering the - Caliber Integration

Requirements for the Caliber IntegrationCaliber and Caliber Visualize Installation

The 32-bit and 64-bit versions of Caliber Visualize both support the integration with Caliber, which is a 32-bit application. The installation process is different depending on the computer you plan to install CaliberVisualize and Caliber and which bit version of Caliber Visualize you install.

Installing Caliber Visualizeand Caliber on the samecomputer

If you want to install Caliber Visualize and Caliber on the same computer,you must install the Caliber Data Server, Caliber Author, and the MPXservices before installing Caliber Visualize.

Installing Caliber Visualizeand Caliber on differentcomputers

After installing Caliber Visualize, you can access the CaliberConfiguration utility and change the server settings to point to thedesired Caliber Data Server. For more information, see Changing theCaliber Data Server Settings.

User Privileges

The following conditions apply to user privileges that are required when Caliber Visualize is installed to usejointly with Caliber.

• To create a new project in Caliber Visualize, the Caliber Visualize user must be a member of the CaliberAdministrator's group.

• To work in an existing Caliber Visualize project, the user must be a member of a Caliber group that isassigned to the existing Caliber project. The user can view the same projects in Caliber Visualize andCaliber.

• The Caliber Visualize user who is a member of a Caliber group assigned to a Caliber project has fullaccess (create, read, update, and delete) to all Caliber Visualize assets.

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Caliber-related Services

When you install Caliber, you must select the StarTeam MPX message broker. The MPX message brokerprovides important services for the Caliber Visualize - Caliber integration. MPX provides a method topublish events.

Important: Requirements and other project assets will not update properly between the two productsif the MPX message broker on the Caliber Data Server.

Changing the Caliber Data Server SettingsIf you move the Caliber Data server after integrating with Caliber Visualize or if you did not install on thelocal machine and would like to change the settings to point to the new location, you can update theintegration using the Caliber Configuration utility. This utility allows you to reconfigure the integrationsettings to point to the new Caliber Data Server location.

1. Choose Start > All Programs > Borland > Caliber Visualize > Caliber Configuration. The CaliberConfiguration utility appears.

2. Update the server location settings, and then click OK. The Caliber Visualize integration configurationfile is updated with the new Caliber Data Server location settings. You do not have to restart CaliberVisualize after changing the Caliber server settings.

Caliber Security ModelCaliber Security Overview

Caliber provides a complex, enterprise-level security mechanism for tightly controlling the actions of users.The following items provide a brief overview of the characteristics of the Caliber model.

• Caliber allows attaching more than one security profile to a group.• A security profile is a list of permissions for requirements based on requirement type.• Groups are assigned to projects.• The ability of assigned users to create, view, update and delete requirements within a project is defined

by the Caliber Security Profiles component.• When a security profile has been defined, it can be attached to one or more groups that are assigned to

a project.• Users can be included in more than one group.• Only members of the system administrators group are allowed to create, configure, and delete projects

in Caliber.• System administrators can assign groups of users to a project.• When a group is assigned to a project, the users in that group can view the project in Caliber.

Caliber manages creating and modifying projects somewhat differently from Caliber Visualize because theCaliber security model places more restrictions on who can create a project. In Caliber, only systemadministrators can create projects. Caliber users must possess administrator permission to create projectson their own. This policy also applies to Caliber Visualize users that have Caliber Visualize installed for usewith Caliber. For ease of use, the Administrator's group in Caliber is automatically assigned to all newCaliber Visualize projects on the Caliber side when the project is created.

Users with Caliber administrator permissions enjoy full access to projects in both applications, whichincludes the capability to create, read, update, and delete integrated projects, except for requirements.Requirements security is determined by the user's Caliber security profile. You cannot duplicate a project inCaliber Visualize that is active in Caliber which has requirements associated with it.

The projects to which you have access in Caliber Visualize are visible in Caliber. However, the Caliberprojects that you can access in which you work depend upon membership in the appropriate Caliber groupthat is assigned to an existing Caliber project.

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Authenticating UsersWhen users have both Caliber Visualize and Caliber installed, the Caliber server manages userauthentication. Caliber authenticates users by either Lightweight Directory Access Protocol (LDAP) or thelocal password database.

Managing Users and Groups with Caliber andWhen both Caliber and Caliber Visualize are installed, users and groups are assigned with anadministrator tool. Each application is installed with an administrator tool that is used for different tasks.

• The Caliber system administrator uses the Caliber administration tool to manage groups and users forboth applications.

• The Caliber Visualize system administration tool is used to copy projects and configure the server.However, if Caliber Visualize is installed without Caliber then the Caliber Visualize systemadministration tool is the only method used.

Managing Profiles for Caliber UsersUser accounts for users who are using Caliber Visualize and Caliber together are managed primarily inCaliber. However, users can change their passwords by clicking their user name to access the User Profiledialog box. User name and email address settings cannot be changed from the Caliber Visualize side ifCaliber is used jointly with Caliber Visualize.

Setting Up Your Profile for Caliber UsersThis task is appropriate for users that are using Caliber with Caliber Visualize. You can change yourpassword without administrator permission.

1. Click Profile on the main toolbar at the top of the project workspace. The Profile dialog box opens.

2. Change the password in your profile by typing text in the Password box.

Note: The Name and Email boxes are unavailable, unless you are a Caliber administrator. ACaliber administrator must change those entries.

3. Click OK. Your user profile is updated with the changes that you made and the window closes.

Working with Integrated - Caliber ProjectsAn integrated Caliber Visualize - Caliber project is stored in the Caliber database, but is visible as a projectin both Caliber and Caliber Visualize. In Caliber Visualize, you can open the project and create, edit, anddelete visualization objects. Changes made to visualizations and visualization objects appear as newrequirement types in the Caliber integrated project that you can open and view, and, in the case ofsimulations, run and view. In this way, the integration is designed to extend a standard Caliber project toinclude the visual prototyping capabilities of Caliber Visualize.

Requirements in an integrated project are managed and viewable solely from within Caliber. In CaliberVisualize, you cannot view the requirements of an integrated project. You must manage and viewrequirements as they appear in the Caliber.

You can create a new integrated project or convert an existing Caliber project into an integrated project. Ineither case, the integration is initiated from Caliber Visualize.

Creating an Integrated - Caliber ProjectYou must have administrator permissions in Caliber to complete this task.


1. On the Caliber Workspace menu bar, choose Project > New. The New Project dialog box appears.

2. Select Create new project.

3. Type a project name in the Name box.

Note: The project name character limit is 30 characters.


5. Select Manage requirements in Caliber Selecting this option creates an integrated Caliber Visualize -Caliber project which is stored in Caliber, but visible in both Caliber Visualize and Caliber. In anintegrated project, requirements are managed exclusively in Caliber.

Note: Clearing this option creates a standard Caliber Visualize project which is stored in theCaliber Visualize database and contains Caliber Visualize requirements management features.

6. Click OK. A new project is created and stored in the Caliber database. The project is visible in bothCaliber and Caliber Visualize.

Note: The project icon in Caliber Visualize contains the letter i, which indicates it is an integratedproject.

Integrating with an Existing Caliber ProjectYou must have administrator permissions in Caliber to complete this task.

You can convert an existing Caliber project into an integrated Caliber Visualize - Caliber project. Thisproject is stored in the Caliber database, but is visible in both products.

1. On the Caliber Workspace menu bar, choose Project > New. The New Project dialog box appears.

2. Select Create new project and manage requirements in an existing Caliber project.

3. Select an existing Caliber project from the Caliber project list.

4. Click OK. The selected project is converted to an integrated Caliber Visualize - Caliber project. Thisproject is stored in the Caliber database, but is visible in both Caliber and Caliber Visualize. In anintegrated project, requirements are managed exclusively in Caliber.

Note: The project icon in Caliber Visualize contains the letter i, which indicates it is an integratedproject.

Deleting an Integrated - Caliber ProjectThe deletion of an integrated Caliber Visualize - Caliber project behaves differently depending on theproduct from which you perform the delete. Because an integrated product is stored in the Caliberdatabase, any projects deleted from Caliber also results in the deletion of any visualizations that appear inCaliber Visualize. if you delete an integrated project

When you delete an integrated project from Caliber Visualize, however, only visualization objects aredeleted. The integrated project still exists in the Caliber database and is still viewable in Caliber.

Importing an Integrated - Caliber ProjectYou must have administrator permissions in Caliber to complete this task.

1. On the Caliber Workspace menu bar, choose Project > Import. The Import Project dialog boxappears.

2. Select one of the following options:

To import the project as a new integrated Caliber Visualize - Caliber project:

a) Select Create new project.b) Type a project name in the Name box.


c) Select Manage requirements in Caliber Selecting this option creates an integrated CaliberVisualize - Caliber project which is stored in Caliber, but visible in both Caliber Visualize and Caliber.In an integrated project, requirements are managed exclusively in Caliber.

Note: Clearing this option creates a standard Caliber Visualize project which is stored in theCaliber Visualize database and contains Caliber Visualize requirements management features.

d) Click OK. A new project is created and stored in the Caliber database. The project is visible in bothCaliber and Caliber Visualize.

Note: The project icon in Caliber Visualize contains the letter I, which indicates it is anintegrated project.

To import the project using an existing Caliber project:a) Select Create new project and manage requirements in an existing Caliber project.b) Select an existing Caliber project from the Caliber project list.c) Click OK. The selected project is converted to an integrated Caliber Visualize - Caliber project. This

project is stored in the Caliber database, but is visible in both Caliber and Caliber Visualize. In anintegrated project, requirements are managed exclusively in Caliber.

Note: The project icon in Caliber Visualize contains the letter I, which indicates it is anintegrated project.

Viewing and Working with Visualization Assets inCaliberIn an integrated Caliber Visualize - Caliber Visualize project, the following visualization assets that youcreate in Caliber Visualize appear automatically in Caliber Visualize:

• Scenarios• Simulations

The visualization assets in the preceding list appear in the Caliber Visualize tree menu as requirementtypes with any internal assets listed.

Requirements TypesCaliber Visualize does not specifically create requirement types, because Caliber Visualize requirementsare not differentiated. However, when Caliber Visualize and Caliber are used together, requirement typesare a necessary element to identify requirements In Caliber.

When Caliber Visualize projects are used with Caliber, Caliber Visualize automatically assigns a standardset of requirement types that are visible in Caliber.

• Scenarios• Simulations

Formatting and Rich Text AreasSome formatting might change when working with a rich text object created in Caliber when the text isimported into Caliber Visualize. If a rich text object will lose formatting, Caliber Visualize displays anotification message stating that the formatting will be lost when you edit the text in Caliber Visualize. Richtext objects are available in simulation screens and templates, and as labels in scenario diagrams.

Opening a Visualization in CaliberYou must have administrator permissions in Caliber to complete this task.

This task is for installations of Caliber Visualize that are integrated with Caliber. A Caliber Visualize projectmust be open to complete this task. However, Caliber will open automatically, so Caliber does not need to


be open to complete this task. You can open a simulation, simulation diagram object, scenario, scenariodiagram object, a data table, an image, and a requirement from this menu.

1. Right-click the visualization or visualization object you want to open in Caliber in the menu tree and Amenu appears.

2. Select Open in Caliber from the menu. The object you selected opens in Caliber and is selected.

Creating Custom Caliber ReportsYou can create customized project reports in Rich Text Format (RTF) format that contain the project name,dynamic table of contents, page headers and footers with the report title and page numbers, the reportcreator's name, and the date and time the report is generated. Additionally, reports include customizableinformation about visualizations. For example, images from screen actions, templates, simulation diagrams,and scenario diagrams are included in the appropriate areas of a project report when you generate thereport.

Reports opened in text processors with fewer features, like WordPad, do not support the same formattingfeatures, including tables of contents and displaying images.

information is provided depending on the current selections in the list of items to include in the projectreport. The following options are available in the Reporting dialog box.

Caliber Reporting Options

• Scenarios – Provides a report for the selected scenario. The dialog box displays choices to includefeedback, scenario diagrams, and all associated internal steps, decisions, actors, and invokes. Thereport shows decisions and invokes with links to other scenarios and connections to simulations. A linkis included to run the scenario storyboard directly from the report.


• Appendices – Provides the following options from which you can select to include in the report:

• All Feedback• All Project Actors• All Project Data• All Project Templates• Miscellaneous

Adding Notes to an Integrated ProjectYou can add notes to visualization objects to provide supplemental information for an integrated project thatis viewable in both Caliber Visualize and in Caliber. Notes appear as a requirement under the visualizationobject requirement type in Caliber.

Main categories that have associated notes are the following:

• Scenarios• Simulations• Data tables• Images• Templates• Actors

Note: you can add notes to Data tables, Images, Templates, and Actors in Caliber Visualize. However,you cannot view these items in Caliber.


Main category notes can have descendants, which are child notes subordinate to the parent requirement.You can view notes and associated subnotes in the Notes/Discussion/Traceability window when arelated object is selected. A numbered total of the notes is provided in the status bar at the bottom of thewindow.

View all notes in the Notes/Discussion/Traceability window that you can access by expanding the notescategory in the Details window.

The Details window displays notes for top-level objects that are listed in the menu tree, which arescenarios, simulations, data tables, images, templates, and actors. Notes for embedded objectcomponents, such those contained in a scenario or simulation diagram, are accessed from the Notes/Discussion window.

Viewing TracesRequirement traceability is supported to allow you to see relationships between requirements and otherrelated development and testing information. The Traceability Explorer displays all traces and allows youto modify the traces to or from Caliber requirements.

1. Access the Traceability Explorer with one of the many access options:

• Click the Traceability Explorer button on the Scenarios, Simulations, Scenario Designer, orSimulation Designer toolbar.

• Select a scenario, simulation, or screen and click the Traceability tab on the Details dialog. Clickthe Traceability Explorer link.

• In the tree, right-click the scenario or simulation, and choose Traceability.• From within the Scenarios or Simulation tab or Scenario or Simulation Designer or scenario,

right-click an item, and choose Traceability.

The Traceability Explorer appears.

2. Double-click a requirement trace to view it in Caliber. Caliber opens to the selected trace item.

Note: Caliber Visualize only opens integrated traces to Caliber. It will not open any otherintegration, such as StarTeam.

3. Double-click a file trace to open the file.

4. Click Refresh to review the traces listed in the Traceability Explorer.

5. Select a trace and click Delete to remove it.

Modifying Requirement TracesYou can modify the direction of a trace to a requirement or add a new one. Caliber Visualize only supportsmodifying traces to other requirements.

1. Open the Traceability Explorer.

2. Select the trace and click Modify. The Traceability Modification dialog appears.

3. Select from the tree what you would like to trace to or trace from.

4. Click either the Trace To or the Trace From button.

5. Close the dialog box to return to the Traceability Explorer.


SilkCentral Test Manager IntegrationCaliber Visualize integrates with SilkCentral Test Manager allowing you to view quality metrics forrequirements in Caliber Visualize, such as status of a test definition.

Additionally, in Test Manager, you can view and manage Caliber Visualize requirements in the TestManager requirements unit.

The following Caliber Visualize assets are imported as requirements:

• Folders• Requirements• Simulations• Scenarios

Custom attributes of Caliber Visualize requirements are also imported into Test Manager. Customattributes appear on the requirement Properties tab. If you want to filter the requirements based on customattributes, when you create a new filter, select External Custom Attributes from the Selection Criteria liston the New Filter dialog box.

Even though you cannot edit an imported requirement, you can create custom requirement properties andapply them to imported requirements. Changes that flag an update for Caliber Visualize folders/requirements are:

• Name• Description• Attachment• Custom Attribute

Changes that flag an update for Caliber Visualize simulations/scenarios are:

• Name• Description• Visualization Step

Note that if you change the project requirement prefix in Caliber Visualize, the only way to see the changesin Test Manager is by performing a full synchronization by clicking Synchronize All. When you arereviewing a Caliber Visualize requirement in Test Manager, you will see an image snapshot of thevisualization and depending on the requirement type, the following buttons may be available:

• Open Caliber Visualize - click to open Caliber Visualize in the context of the currently selectedrequirement.

• Generate Tests - click to open the Generate Test Definitions dialog box. This dialog box will create TestManager test definitions for each path of the flow diagram in the Caliber Visualize visualization.

• Run Visualization - click to open Caliber Visualize and run the visualization.

Configuring the SilkCentral Test Manager Integration1. Open the Configure dialog box.

2. To the right of the SilkCentral Test Manager label, click Configure. The Configure SCTM Integrationdialog box appears.

3. Set the following configuration details:

• Hostname

SilkCentral Test Manager Integration | 119

• Port• User ID• Password

4. Click the Test Connection button to confirm the integration is configured properly.

5. Select the desired project in the Project name box.

6. Click OK.

Viewing SilkCentral Test Manager Quality Metrics1. Open the Caliber Visualize project containing the requirements that you want to view the quality metrics

of.

2. Right-click the desired requirement or requirement folder. A menu appears.

3. Select Quality Insight. The Quality Insight dialog box appears from which you can view qualitymetrics generated from test definitions in SilkCentral Test Manager.

Creating a Quality Traceability Report1. Open the project for which to create a requirements traceability report.

2. On the Caliber Visualize Workspace menu bar, choose Reports > Silk Central: Quality TraceabilityReport. The Quality Traceability Report appears and displays the information about requirementscreated in Caliber Visualize and test definitions defined in SilkCentral Test Manager.

Test definitions appearing in the report have the following statuses:

• Passed - the test definition passed.• Failed - the test definition failed.• Not Scheduled - the test definition is associated to a requirement but has not been submitted for

execution.• Not Executed - the test definition is associated to a requirement and has been submitted for

execution but not executed.

Quality Insight Dialog BoxQuality metrics derived from test definitions in SilkCentral Test Manager provide information aboutassociated requirements defined in Caliber Visualize. These metrics appear in the Quality Insight dialogbox, which contains the following content:

Title bar Displays the name of the selected requirement or requirement folder whose qualitymetrics appear in the Quality Insight dialog box.

Run StatusIndicator Bar

Displays a bar chart which provides a tabulated view of test definition runs. The chartconsists of the total number of runs in parentheses, the number of passed runs in thegreen bar, the number of failed runs in the red bar, and then number of unscheduled orunexecuted runs in the yellow bar.

Test Definition Lists the name of each test definition and any visualizations linked to the associatedrequirements.

Status Displays the status of each test definition run. The specific run statuses are as follows:

• Passed - the test definition passed.• Failed - the test definition failed.

120 | SilkCentral Test Manager Integration

• Not Scheduled - the test definition is associated to a requirement but has not beensubmitted for execution.

• Not Executed - the test definition is associated to a requirement and has beensubmitted for execution but not executed.

Last Execution The date and time of the last execution.

Issues A list of issues associated with the test definition. To view the details of a specific issue,click an issue to open it in SilkCentral Test Manager.

SilkCentral Test Manager Integration | 121

Customer SupportAll customers who are under a maintenance and support contract, as well as prospective customers whoare evaluating products are eligible for customer support. Our highly trained Customer Care staff willrespond to your requests as quickly and professionally as possible.

To reach Customer Care, visit http://www.microfocus.com/Support/. Please have the following informationready when you call:

• Product name and version number• Database version• Operating system name and version• Exact wording of any error messages involved

122 | Customer Support

http://www.microfocus.com/Support/

Index.TDA file 43

A

access Caliber Visualize 8actor

accessing from the menu tree 52adding feedback for 52adding requirements to 52and the Details window 52and the Project Actors toolbar 52associating with a decision 50associating with a step 52configuring 52configuring with the Details window 52creating 52creating in a scenario 52Details window 52in scenarios 52Project Actors toolbar 52setting colors for 52setting properties for 52

adding discussions 93adding notes 95Admin console 110Admin Console 31administration

overview 107system 107

administratortasks 43, 80, 108–110concepts 107, 110, 114database information 109error logs 109general options 108profile 107system options 108system properties 107tasks 43, 80, 108–110

B

benefitsCaliber Visualize 10Business Data tab

overview 20button

changing the image 65creating 64creating a pop-up window 64setting properties 65

C

calendarcreating 71creating in a screen action 71

Caliber

authenticating users 114creating an integrated - Caliber project 114deleting a project 115importing an integrated - Caliber project 115integrating with an existing Caliber project 115integration overview 112integration requirements 112managing profiles for Caliber 114notes 117opening visualizations 116projects 114reports 117requirements types 116rich text formatting 116setting up your user profile 114traces 118user access 114users 114visualization assets 116

Caliber Visualizeaccess 8benefits 10exit 8log off 8log on 8overview 10support 122

Caliber Visualize archive file 43Caliber Visualize compressed file 43Caliber Visualize features 11Caliber Visualize Workspace

menu bar 14project asset tabs 15Project View 15Start Page 14

cancelling a user session 9change

image name 90administrator password 107scenario name 47

changing server settings 113check box

creating 69setting properties for 69

close 9configuring

projects 42connector

adding 54, 77adding a label to 55, 78as curved lines 56, 78as dashed lines 56, 78as solid lines 56, 78as straight lines 56, 78attach to new step 56, 78changing 54–56, 77, 78creating 54, 77default for 55, 77

Index | 123

deleting 54, 56, 77, 78detach from step 56, 78labeling 55, 78line types available 56, 78moving 56, 78moving from one step to another 56, 78orthogonal 56, 78reattaching 56, 78removing 54, 56, 77, 78shapes available 56, 78steps to move 56, 78tasks for configuring 54, 77

contacting support 122copying and pasting items 44create

scenario 46creating

simulation 58

D

dataconnect to a screen 85connecting to a screen 85importing 86importing from a spreadsheet 86importing in CSV format 86overview 86task to connect to a screen 85

data tableadd rows and columns 84, 85adding a column to 84, 85adding a row to 84, 85adding data with 84adding to 84, 85and column contents 84and the Logic Editor 86configuring dynamic data with 84creating 84creating from a CSV 86deleting a column 85deleting a row to 85formatting 84, 85functions available 84import from a CSV 86importing from a CSV 86integrating with logic 86overview 84, 86redisplaying data in 85refresh 85refreshing 85task to add rows and columns 84, 85

data tablescolumns 85configuring 85elements in 85

database informationaccessing 109

decisionand actors 50and the Details window 49and the Scenario Designer toolbar 73

and the Simulation Designer 73assigning 49associating an actor with 50configuring 48, 49, 74connecting to other objects 73creating 48, 49creating in a scenario 48creating in simulations 73elements in 49, 74in a scenario diagram 49in simulation diagrams 73overview of tasks 73renaming 49scenario diagrams and 49selecting actors for 50setting functions for 49, 74steps to create 49task to create a 73using in scenarios 73

Decisionand resources 50assign resources to 50Configure 23, 26Delete 23, 26Edit resources 23, 26icon 49Rename 23, 26Requirements 23, 26

default simulationsetting 58

default user accountlogging on with 8

deletescenario 47

Delete icon 91deleting

scenario 47simulation 58

Details window 23discussion

review and comment on 94access 94and the discussion toolbar 94and the Reviewer window 94descendants 95expanding and collapsing existing 94from a running simulation 94from storyboard 94hiding 95provide 94review and add 94reviewing and adding 94reviewing and commenting on 94task to review and comment on 94viewing 95

Discussion table 93, 95discussions

gathering 93overview 93

Eerror logs 109

124 | Index

exit 9export

diagrams 78, 92for diagrams 78, 92project 43scenario diagram 56, 92simulation diagram 78, 92to a PNG 78, 92

exportingas PNG 56, 78, 92diagram 78, 92project 43

exporting a test case 96

F

features 11finding assets 45Form builder 72

G

general optionsmodifying 108

getting help 122getting started 8GIF 66, 91grid

configuring 55, 61, 77, 84hiding 55, 61, 77, 84icon 55, 61, 77, 84making invisible 55, 61, 77, 84making visible 55, 61, 77, 84position snapping for 55, 61, 77, 84set the size for 55, 61, 77, 84setting 55, 61, 77, 84snap 55, 61, 77, 84turn off 55, 61, 77, 84turn on 55, 61, 77, 84

groupmanagement 114

H

Help menu 14HTML

generating 60overview 60

I

imagedelete 89, 91accessing 89add 89adding to a project 89adding to a screen layout 90and feedback 90and requirements 90and screen layouts 90configuring 90

creating a link for 66delete from a project 89delete from a screen action 91deleting 89, 91deleting a link from 66editing 66, 91exporting a screen layout 62, 91exporting a template 82, 93formats allowed 89in screen layout 66, 91overview 89remove 91removing 89renaming 90resizing 66, 91resizing in a template 66, 91resizing in screen action 66, 91setting properties for 90task to add 89task to delete 89using in a project 89view 90viewing 90

Image icon 89images

setting properties 65Images tab

overview 20import

project 43importing

project 43Invoke

Configure 23, 26Delete 23, 26Rename 23, 26Requirements 23, 26

Invoke and the Details window 51Invoke step

connecting scenarios with 51

J

JavaScriptand editing in Caliber Visualize 75and the JavaScript override feature 75creating 75from logic 75importing 75

JPG 66, 91

L

lineadding 54, 77and the Details window 55, 78connector 55, 78creating 54, 77delete 56, 78deleting 54, 56, 77, 78editing 54, 77labeling 55, 78

Index | 125

overview of 54, 77see connector 54, 77

lineschanging 56, 78

linkingoverview 51scenarios 51scenarios and simulations together 51simulations 51

linking a simulation to a scenario step 51list box

properties 68List boxes 68log in 9log off 9Log off button 14log on

default user account 8first time 8, 107for administrators 8, 107

log out 9logic

configuring 75configuring to include data 87, 88creating 75definition of 74in a simulation diagram 75in Logic Editor 75in Simulation Designer 75manipulating data with 87, 88overview 74setting variables for 75uses for 74with Details window 75

Logic Editorand Variable assignment 75choices available 75Choose Data 75Delete Data 75Insert Data 75Update Data 75

Logic icon 75

MMagnitude

and default values 99changing default values 99default values 99overview 98, 99project level 98simulations 99with scenarios 99

Make available for review check box 43, 80, 81managing

groups 114users 114

Managing Projects dialog box 42Mary Manager account

mmanager 8password 8user ID 8

menu 23, 26

menu barCaliber Visualize Workspace 14

multiple select list boxsetting properties for 69

N

New Discussion button 93New Project button 41New table button 84notes

adding 95overview 95viewing 95

O

objectconnect 55, 78connecting in diagrams 55, 78drawing lines to 55, 78lines for connecting 55, 78overriding a lock 110unlocking 110

overviewmanaging project changes 13reports 13scenarios 11, 46screen action 59simulation 12, 57Test Case Insight 12visualizations 11Workspace 14

OverviewCaliber Visualize 10Caliber Visualize features 10

P

parked project 109password 107PNG 66, 78, 91, 92project

access 81add a scenario 46configuration 43, 80Configuration menu 43, 80configuration setting 81configuring 42, 81duplicating 42enabling new 41export 43importing 43locking 42, 43, 110Make available for review 81Make available for review check box 81opening 41overview 31, 41Project Configuration menu 42restrict access to 81restricting access to 81

126 | Index

reviewer access 43, 80sample 31save settings for 42set the default simulation 42set the default template 42unlocking 43, 110

Project Actors taboverview 22

project asset tabs 15Project Configuration menu 81Project dialog box 41Project menu 14Project Scenarios tab

overview 16Project Simulations tab

overview 17Project Templates tab

overview 21Project View 15projects

configuring 41creating 41exporting 41importing 41managing 42parking 109unparking 110working with 41

Pulseusing to view project updates 44

Pulse button 14

Q

quit 9

R

rectanglecreating 70creating a link for 70creating in a screen action 70deleting a link from 71properties 70set properties for 70setting background color for 70setting border color for 70setting border width for 70setting general properties 70setting properties for 70setting width and height for 70

redirectconfiguring 76connect simulations with 76connecting one simulation to another simulation 76create 76creating 76in a process flow 76in a simulation diagram 76in screen actions 76in Simulation Designer 76in simulations 76

overview 76set location 76setting the destination for 76

renameimage 90scenario 47

renamingimage 90scenario 47simulation 58

reportcreating from the Reporting menu 101including images 102opening a scenario from 102, 105opening a simulation from 103–105opening a storyboard from 103, 105opening a template from 104, 106overview 101type available 101

reportsaccessing 13, 101custom 101list of 13, 101overview 13, 101Project reports 101

Reports menu 14Resize handle 66, 91Resource dialog 50resources

add 48adding 48adding a file as 48adding a URL as 48assigning to a step 48configuring 48

Resourcesand the Scenario Designer 50assigning 50

reviewer access 43, 80, 102–106right-click menus

actors 30data tables 28images 29templates 30

Run menu 14

S

sample project 31saving

diagram 56, 78, 92scenario

configure 48add a rich text area 51add a step to 47adding 46Configure 23Configure steps 23connecting 51creating in a project 46Delete step 23deleting 47

Index | 127

description of 47diagram 23, 47Edit resources 23introduction to features 11, 46Invoke step 51linking 51multiple select 47overview 11, 46Rename 23Requirements 23step 48

step}configuring in a scenario 48

viewing 102, 105Scenario

Delete 23Rename 23Requirements 23Run storyboard 23

Scenario Designerdescription 16diagram in 16toolbar for 16

scenariosrenaming 47

screenconnecting to actions 59creating 59exporting as image 62, 82, 91, 93exporting as image for reports 62, 82, 91, 93in Simulation Designer 59layouts for 59objects 62setting order 62

screen actionadding a button 64adding text box to 63and the Screen Editor 63, 64creating a pop-up window button 64creating rich text 62editing rich text 63exporting as image 62, 91overview 59setting rich text properties 63

Screen Editoractions available 60, 62–66, 69button 64check boxes 69editing a text object 66features 19images 65opening 60overview 60rectangles 70, 71rich text 62script widgets 71text 63, 66using the grid 66

screen layoutsadding an image to 65configuring 65

screen object

creating 61properties 61setting 61

screen objectsmoving 61resizing 62

script widgetcreating 72overview 71

search 45Secure access

overview 8secure login 111security

Caliber 112–118model 113

server 113sign in 9sign off 9sign on 9signing in 9Silk Central Test Manager

overview 119SilkCentral Test Manager

configuring the integration 119creating a Quality Traceability Report 120Quality Insight Dialog Box 120viewing quality metrics 120

simulationaccess to 43, 80accessing 81add a rich text area 76allow access 43, 80and the Details window 79Configure 26Configure steps 26creating 58default 79Delete step 26deleting 58diagram 26, 59Edit resources 26enhancing 81example of 59feedback 80overview 12, 57, 79, 80overview of 81providing to reviewer 80Rename 26renaming 58Requirements 26restricting access to 81review 80reviewing 81running 79running from the Details window 79screen layout 43, 80sending link for 80sending via email 80simulation 43, 80Simulations menu 80tasks associated with 81

128 | Index

URL for 43, 80viewing 79, 80, 103–105

SimulationDelete 26Rename 26Requirements 26Run storyboard 26

Simulation Designercomponents 17description of 17toolbar for 17

SSL communication 111Start Page 14step

add feedback about 48and actors 52associating an actor with 52configuring in a scenario 48creating 47, 51, 76selecting actors for 52set requirements for 48

storyboardand the Playback toolbar 57components of 57running 57viewing 103, 105

Storyboard Viewerdescription of 17

swimlaneadding to existing 53and the Details window 53creating 53deleting 54

systemadministration 107

system informationaccessing 108

system propertiesmanaging 107

system requirements 8

T

Table DesignerAdd column 20Add row 20Delete column 20Delete row 20Reload data 20toolbar 20

templateand color and designer 81and headers and footers 81and links 81and logos 81and the Details window 81, 82applying to a screen 82applying to a screen action 60, 81creating 81customizing output with 82exporting as image 82, 93in Simulation Designer 83

layouts for 83objects 83overview 81overview of tasks 82setting Z order 83using 81using to build reusable components 81using to create a new screen action 59, 82viewing 104, 106

Template Designercomponents of 21page 21toolbar for 21

Template Editoropening 83

template objectcreating 83in Simulation Designer 83properties 83setting 83using the Details window 83

test casestructure 97

Test Case Insightand magnitude 96and test cases 96exporting 96generating test cases 96overview 12, 96, 97test case structure 97

test casescreating 96exporting 96generating 96overview 96viewing 96

text boxsetting category properties 63setting properties 63

text linkadding 67configuring 67creating 67setting font properties for 67setting label properties for 67setting properties for 67

U

UIDetails window 23

undo changesscenario 44, 60screen action 44, 60simulation 44, 60template 44, 60

Unlock button 110Unlock dialog box 110unlock project, scenario, and simulation 110user

accounts 110groups 110

Index | 129

overview of accounts 110setting up accounts for 110tasks 43, 80

user accountcreating 110

user assistance 122user interface

examples of 13overview of 13tour 13

user interface tour 8user name and password 9user profile 8

Vvariable

create 88create with an expression 87, 89and the Logic Editor 89create for logic 89

creating 88creating in screen action 88creating variable for 89creating with an expression 87, 89list of tasks for using 88overview 88settings to use with 89task to create 88task to create with an expression 87, 89using expressions with 87, 89using to process data 88

visualizationsoverview 11, 46

W

workspacemenu bar 14

Workspace 14workspaces 110

130 | Index

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