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Portfolio Administrator Guide
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Explore and get ready
Understand and learn the product
Review the example data
Clear the example data
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Review your Alfabet licenses and license usage
Understand the functional scope of your licenses
Understand user license usage
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Manage users and access permissions
Manage user profiles
Add users
Assign users to user groups
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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
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Customize your solution configuration
Configure role types for persons and organizations
Create extended (custom) attributes
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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
Configure a prioritization scheme
Configure a portfolio
Understand where an evaluation type is used
Create a job schedule to compute the indicator
Specify measurement units to display in cards
Specify cost information
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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
Configuring time series to track target values
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Configure diagram views
Create a diagram view with color rules
Specify diagram view items to show attributes on applications
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Enable data quality rules
Activate a data quality rule
Create a new data quality rule
Structure data quality rules in data quality rule groups
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Create rules to trigger actions on change of data
Define a data-triggered action group
Define a data-triggered action
Define a data-triggered action rule
Specify your logo and color themes
Upload documents for your user community
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Define analytics dashboards
Create a data provider
Create an analytics dashboard
Design the analytics dashboard
Pre-configured data source reports for analytics dashboards
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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
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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
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Initiate a data collection project
Create a data quality rule for data collection
Prepare the data workbench for data collection
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Administrate events
Access and check the results of job execution
Change the time schedule to execute a job
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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
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Alfabet
Portfolio Administration
Configure a prioritization scheme
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