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  1. Alfabet help
  2. Portfolio Administration
  3. Understand and learn the product
  • Portfolio Administrator Guide
  • Explore and get ready
    • Understand and learn the product
    • Review the example data
    • Clear the example data
  • Review your Alfabet licenses and license usage
    • Understand the functional scope of your licenses
    • Understand user license usage
  • Manage users and access permissions
    • Manage user profiles
    • Add users
    • Assign users to user groups
    • Manage user passwords
      • Assign a password via system-generated email notifications
      • Assign a password without system-generated email notifications
      • Prompt a user to define a password on first login
      • Define a password expiration date for a user
    • Change the login mode
    • Clear the user context settings
    • Anonymize user data
  • Customize your solution configuration
    • Configure role types for persons and organizations
    • Create extended (custom) attributes
    • Configure evaluation metrics
      • Create an evaluation type
      • Define an indicator type
      • Define a computation rule
      • Configure cards to display indicators in content areas
      • Assign the evaluation type to an object class
    • Specify measurement units to display in cards
    • Specify cost information
    • Configure connection details for information flows
      • Add connection data formats
      • Add connection frequencies
      • Add connection methods
      • Add connection types
    • Configure platform templates for the technical architecture
    • Configure measure types
    • Enable data quality rules
      • Activate a data quality rule
      • Create a new data quality rule
      • Structure data quality rules in data quality rule groups
    • Specify your logo and color themes
    • Upload documents for your user community
    • Define analytics dashboards
      • Create a data provider
      • Create an analytics dashboard
      • Design the analytics dashboard
      • Pre-configured data source reports for analytics dashboards
  • Get your data in Alfabet
    • Learn the basics about data import
    • Understand the visualization of the meta-model
    • Recommended sequence to import data
    • Focus on the data you want to capture
    • Configure data capture templates
      • Configure a class-based data capture template
      • Configuring a reference-based data capture template
      • Configure a data capture template for application costs
      • Configure a data capture template for project costs
    • Generate the XLSX file
    • Capture the data in an XLSX file
    • Validate the correctness of the data
    • Import the XLSX file
    • Review the success of the import
    • Review the data quality for a business question
  • Initiate a data collection project
    • Create a data quality rule for data collection
    • Prepare the data workbench for data collection
  • Manage integrations to third-party components
    • Interoperability with Horizzon
    • Interoperability with IT-Pedia
    • Integration with ServiceNow
    • Interoperability with ARIS
  • Get help if you're lost

Understand and learn the product

To get started, explore Alfabet in order to understand the kind of data that can be captured and the analytics that may be useful to you. When you first access Alfabet , example data is available that you can play with. At this stage, Alfabet is a playground where you can experiment. You can create, change, and delete data in order to understand the product. Later when you are ready, you will clear the database of the example data and prepare Alfabet for your user community. Click here to access the Get Started guide that provides an overview of the Alfabet FastLane to users.

Review the functionalities available to the Portfolio Admin user profile. Explore the other user profiles in order to understand how your user community will use the product. This will help you conceptualize the configuration needs for your user community.

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