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QPR Process Guide Xpress - Training Guide

QPR Process Guide Xpress - Training Guide

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Sections

  • 1 Introduction
  • 2 Basic Modeling
  • OK
  • 3 Hierarchical Modeling
  • 4 Linking External Information
  • 5 Defining the Modeling Notation
  • 6 View Settings
  • 7 Publishing the Model
  • 8 Advanced Modeling Options
  • 9 Custom Attributes in Depth
  • 10Resources and Simulation

QPR ProcessGuide Xpress

Training Guide
Version 8.1.1

All product names referenced herein are trademarks or registered trademarks of their respective companies. QPR Software Plc. disclaims proprietary interest in the marks and names of others. Although QPR Software Plc. makes every effort to ensure that this information is accurate, QPR Software Plc. will not be liable for any errors or omission of facts contained herein. QPR reserves the right to modify specifications cited in this document without prior notice. Companies, names, and data used in examples herein are fictitious unless otherwise noted. No part of this document may be reproduced or transmitted in any form or by any means, electronic or manual, for any purpose, without the express written permission of QPR Software Plc.

Copyright © QPR Software Plc. 2003 - 2010. All Rights Reserved.

QPR ProcessGuide Xpress Training Guide

Contents

Table of Contents
1 Introduction .................................................................................................................................1
1.1 Using the Ribbon ............................................................................................................................. 1 1.2 Working Views ............................................................................................................................. 1

2

Basic Modeling .................................................................................................................................4
2.1 Basic Operations ............................................................................................................................. 4 2.2 Adding Elements to a Model ............................................................................................................................. 8 2.3 Creating Flows ............................................................................................................................. 12

3

14 Hierarchical Modeling .................................................................................................................................
3.1 Creating a Subprocess ............................................................................................................................. 14 3.2 Combining Subprocesses ............................................................................................................................. 16 3.3 Using Instances ............................................................................................................................. 17

4

19 Linking External Information .................................................................................................................................
4.1 Information Items ............................................................................................................................. 19 4.2 Using External Models ............................................................................................................................. 21

5

22 Defining the Modeling Notation .................................................................................................................................
5.1 Creating New Element Types ............................................................................................................................. 22 5.2 Editing the Graphical Properties of an Element ............................................................................................................................. 24 5.3 Changing the Modeling Direction of a Process Level ............................................................................................................................. 26 5.4 Changing a Flow's Style ............................................................................................................................. 27

6

28 View Settings .................................................................................................................................
6.1 Creating and Modifying the View Settings ............................................................................................................................. 28 6.2 Hiding Flows on the Main Process Level ............................................................................................................................. 30

7

33 Publishing the Model .................................................................................................................................
7.1 Exporting Web Pages ............................................................................................................................. 33 7.2 Printing ............................................................................................................................. 34 7.3 Using the Presentation View ............................................................................................................................. 36

8

38 Advanced Modeling Options .................................................................................................................................
8.1 Creating a Custom Element Type ............................................................................................................................. 38 8.2 Creating a Template for the Modeling Options of a Model ............................................................................................................................. 40

9

42 Custom Attributes in Depth .................................................................................................................................
9.1 Creating Custom Attribute Types and Adding Custom Attributes ............................................................................................................................. 42

10

45 Resources and Simulation .................................................................................................................................

QPR ProcessGuide Xpress Training Guide

...... 11............................Contents 10...1 XML Export and Import ..........................................................................................................................................................................................................................................................................................2 Defining the Ownership of a Process Step ....................................................................................................................................................................... 57 10...................... 49 10....................................................... 62 11 Importing and Exporting External 64 Data ....................1 Creating a Resource to the Model ................................. 60 Formatting the Spreadsheet and Importing Processing Time Values Into It ...................................................................................................5 Running the Simulation and Studying the Simulation Results ........................................................................................................................................................................................... 45 10.................................................................................................................3 Enter the Simulation Properties to a Process Step and a Flow in .......................................................................................................................... 56 10................................................ 50 the Model 10..................................... 64 QPR ProcessGuide Xpress Training Guide ......................................................................... 60 Calculating the Average Processing Times of the Simulation ......................... 61 Viewing the Different Graphs of the Simulation and Saving the Views ..............................................................................................................................4 Set the Subprocess Calculation Method for a Measure in the Simulation ...................6 Measures and Analysis ...............

the Analysis. This guide is meant to used as a hands-on introduction to the essential features of QPR ProcessGuide Xpress. 1. To execute a command. so some features not available in QPR ProcessGuide Xpress may be visible in them.1\pgmodels\Tutorials folder in Windows Vista and in later versions). and the Report View. button on the top left Home tab of the ribbon 1. To open the Application menu. To switch to a certain tab. Flow Chart View The Flow Chart displays a graphical presentation of the model you are working with.User's Guide which can be accessed as a context sensitive help by pressing the F1 key.1\pgmodels\Tutorials folder (C:\ProgramData\QPR Software\QPR ProcessGuide\8. and publishing process models. more information about QPR ProcessGuide Xpress features can be found in the QPR ProcessGuide Xpress . click the corner of the QPR ProcessGuide Xpress window.1 Using the Ribbon The ribbon in QPR ProcessGuide Xpress contains controls for the commands used in modeling. click on the relevant button on the ribbon. Accessing Help The QPR ProcessGuide Xpress help can be accessed through the Help buttons in the various dialogs. simply click on the name of the tab. editing.2 Working Views QPR ProcessGuide Xpress has four working views: the Flow Chart. The views can be opened by clicking the corresponding button in the Views group on the View tab of the ribbon. With this view QPR ProcessGuide Xpress Training Guide 1 . through the Help tab of the ribbon. The controls are grouped into sets of tabs that keep them readily available in the user interface. the Navigator. and by pressing the F1 key. The file models used in the exercises can be found in the <path to All Users profile>\Application Data\QPR Software\QPR ProcessGuide\8. Note that most of the screenshots in this guide are from the full version of QPR ProcessGuide.Introduction 1 Introduction QPR ProcessGuide Xpress is a Windows-based easy-to-use software for creating.

Elements are organized hierarchically so that information can be shown and hidden by expanding and collapsing the branches of the hierarchies.Introduction you can view and modify all parts of the model. Navigator View QPR ProcessGuide Xpress Training Guide 2 . Under the flow chart is the Details Pane. that shows the properties of the selected element. Flow Chart View Navigator View The Navigator is fundamental for quick and easy navigation between the various model elements of a process model.

Calculations such as greatest total and average sum can be calculated. modify and analyze measure values. Report View QPR ProcessGuide Xpress Training Guide 3 . Information contents can be modified according to the user's wishes.Introduction Analysis View The Analysis view is used to input. The current settings in the Analysis view can be saved for future use. A spreadsheet can be created on the basis of a selected measure to show its measure values in numerical format. Selected rows and/or columns on the spreadsheet can be shown as graphs. Analysis View Report View Reports show information about the current model in textual form.

Select the Default settings template and click OK. 2. In case the Introduction dialog is disabled. 1. Start QPR ProcessGuide Xpress. Click the Create New File Model button on the Quick Access Toolbar: 3. select the A new model radio button from the Create section and click OK. 3.Basic Modeling 2 Basic Modeling In this chapter we are going to take a look at basic modeling actions. Start QPR ProcessGuide Xpress. The New Model dialog will open. adding and deleting elements. Select the Default settings template and click OK. The New Model dialog will open. Start QPR ProcessGuide Xpress. You can also use the Application menu to create a new model: 1. such as creating a model. Click on the Application Menu button and select New from the menu: QPR ProcessGuide Xpress Training Guide 4 . and copy and paste actions. 2.1 Basic Operations Exercise 1: Creating a new QPR ProcessGuide Xpress model. saving and loading a model. In the Introduction dialog. a new model can be created in the following way: 1. 2. 2.

QPR ProcessGuide Xpress Training Guide 5 . select Open > File model: Alternatively. you can double-click a model to open it. In the dialog.Basic Modeling 3. The Open dialog displaying the models stored in the default models folder will open. Exercise 3: Save a model. Exercise 2: Open a model. you can click the Open model button in the Quick Access Toolbar or press Ctrl+O. select a model by clicking it and click Open. The New Model dialog will open. 2. 1. Alternatively. From the Application menu. Select the Default settings template and click OK.

In the dialog. Select Lasso Select from the menu. From the Application menu. 6. 7. click the open the selection tools menu. select Save. The shape handles will become visible when the element is selected: 3. 2. 1. press the mouse button down and draw a line around some elements: button next to the Select button to QPR ProcessGuide Xpress Training Guide 6 . Open the Dentorex Group Processes model. Click on the flow chart near an element. and drag the mouse so that some elements are inside the rectangle that is shown. 1. you can click the Save model button in the Quick Access Toolbar or press Ctrl+S. hold the mouse button down. 2.Basic Modeling Note that you need to have a model open before you can save it. 5. Exercise 4: Use the selection tools. 4. Elements inside the rectangle are now selected. On the flow chart click an element to select it. The Save As dialog will open. Alternatively. On the Home tab of the ribbon. On the flow chart. Release the mouse button. type a name for the model and click Save or press Enter.

2. 9. On the flow chart. Copy the Activity 1 element to the clipboard either by clicking the Copy button in the Clipboard group on the Home tab of the ribbon. Press Ctrl + A. Undo the deletion either by clicking the Undo button in the Editing group on the Home tab of the ribbon or by pressing Ctrl+Z. or by pressing Ctrl+V. move. 5. 1. click the Activity 1 element to select it. resize. A copy of the Activity 1 element will appear on the flow chart. Select the element you just copied and delete it either by clicking the Delete button in the Editing group on the Home tab of the ribbon or by pressing the Delete key. Resize the Activity 1 element by dragging either a corner or a side of the element: 8. 4. 9.Basic Modeling 8. or by pressing Ctrl+C. QPR ProcessGuide Xpress Training Guide 7 . Start QPR ProcessGuide Xpress and open the Basic Modeling Lesson model. Exercise 5: Copy. Drag and drop the element with the mouse to move it: 7. Elements inside the drawn area are selected. Paste the Activity 1 element either by clicking the Paste button in the Clipboard group on the Home tab of the ribbon. delete elements and undo actions. 6. paste. All elements on the flow chart are selected. 3. Release the mouse button. Click somewhere on the flow chart to choose where the element will be pasted.

you can only create one process step of the chosen type at one selection QPR ProcessGuide Xpress Training Guide 8 . 5. 2. 3. Adding several elements of the same type after each other can be done by double clicking the element selection on the tool palette. After this just place the elements on the flow chart view. On the Tool Palette. Create a new model using the Default settings template. 1.Basic Modeling 2. Click on the flow chart to create a new Decision process step so that the flow chart will look somewhat as in the picture below: Note that when you don't double click a process step on the Tool Palette. double-click the Activity process step. On the Tool Palette.2 Adding Elements to a Model Elements are added to the model by selecting an element button on the tool palette and clicking the wanted position on the flow chart. Exercise 6: Add elements to the model. click the Decision process step. Click on the flow chart to create new Activity process steps somewhat as in the picture below: 4.

click the Activity button and hold the mouse button down. On the Tool Palette. Another way to add elements to a model is to use Quick Modeling. 5. Another way to cancel the element creation is to drag the mouse pointer outside the flow chart area and then release the mouse button. Exercise 8: Add elements to the model using Quick Modeling. The element will be created on the location where you release the mouse button. and drag the element on the flow chart: 3. a connector connecting the elements is created with the new element. QPR ProcessGuide Xpress Training Guide 9 . Create a new model using the Default settings template. 2. Save the model. 1. Exercise 7: Add elements to the model using Drag & Drop drawing. Drag the Activity element to the desired location and release the mouse button. 4. When using Quick Modeling. Repeat step number two.Basic Modeling 6. The element creation is canceled. Press the Esc key. One way to add elements to a model is to drag the desired element from the Tool Palette to the flow chart.

1. Give the newly created process step a name: More information about Quick Modeling can be found in the QPR ProcessGuide Xpress . Before doing the following exercise. 4. make sure the alignment guides are enabled from the Options Dialog accessible from the Application Menu. 5. double-click the Activity button. On the Tool Palette. QPR ProcessGuide Xpress Training Guide 10 . 3. Exercise 9: Use alignment guides. On the Tool Palette. A Decision type process step will be created.Basic Modeling 1. Create a new model using the Default settings template. Point the mouse over a hotspot and click the element in the middle of the menu that opens: 6. 2. Click on the flow chart to create new Activity process step. Create a new model using the Default settings template. QPR ProcessGuide features alignment guides that help in aligning the elements on the flow chart. double-click the Activity process step. 2.User's Guide under the Quick Modeling topic. and the two process steps are connected with a connector. Point the mouse over the newly created process step in order to make the Quick Modeling hotspots visible.

Click three times on the flow chart to create three elements. Release the mouse button. 4. Drag the third element closer to the second element until the arrows on the alignment guide become visible: QPR ProcessGuide Xpress Training Guide 11 . and holding the mouse button down drag the third element next to the second element so that the alignment guide is visible in the middle of the elements: 7. and name them. Click the third element. 6. and holding the mouse button down. drag the second element next to the first element so that the alignment guide is visible in the middle of the elements: 5. Click the second element.Basic Modeling 3.

4. we are going to look at how flows are created. 1. 2. the flow chart should look somewhat as in the picture below: QPR ProcessGuide Xpress Training Guide 12 . Click on the Gather Information element to select the starting point of the flow and then click on the element to select the ending point of the flow. The distance from the middle element to the neighboring elements is now even and the elements are aligned.3 Creating Flows In this exercise. On the Tool Palette. Release the mouse button. 2. Exercise 10: Add flows to the model. Create two more flows starting from the Decide element and ending on the Option One and Option Two elements and name the flows.Basic Modeling 8. Give the flow a name. 3. After this. double click to select the Control Flow. Open the Creating Flows Exercise model.

User's Guide under the Flows topic.Basic Modeling More information about flows can be found in the QPR ProcessGuide Xpress . QPR ProcessGuide Xpress Training Guide 13 .

After this. the model should look somewhat as in the picture below. Open the Creating Subprocesses Exercise model. This is done by instantiating the process step. Create activity process steps and control flows and name them as in the picture below. 2. 3. Process levels are created using subprocesses. Exercise 11: Create process steps and flows.Hierarchical Modeling 3 Hierarchical Modeling In this chapter. and then combine them into a subprocess. Visualizing the processes from bottom to top means that the first model is very exact and detailed.1 Creating a Subprocess ProcessGuide is suitable for different types of subprocess modeling. which is part of the top-level process. Two or more subprocesses can also be combined into one single process level. we will take a look at how subprocesses are created and combined and how instantiating a process step works. QPR ProcessGuide Xpress Training Guide 14 . which create hierarchy in the model. Creating a subprocess on one level creates a new process level under the current one. A process model can include multiple process levels. Connect the Specs flow to the Plan Production process step and the Product flow to the Run System process step by selecting the flow and dragging and dropping the appropriate end to a process step. 1. Building subprocesses can progress from top to bottom or bottom to top. This subprocess can then be modeled in more detail in its own flow chart. Same process step can be used or referenced in several places in the model. This is especially useful for subprocesses. Each process level can be viewed as a separate process. After that the subprocesses are created of already finished parts. which are similar in several processes.

Select Create Subprocess from the popup menu. 4. Right-click any of the selected flows or process steps to open a popup menu.Hierarchical Modeling 3. 6. 7. Name the subprocess "Production Line Process". Exercise 12: Create a subprocess process step and then create process steps QPR ProcessGuide Xpress Training Guide 15 . Go to the subprocess level by right-clicking the subprocess and selecting Down to subprocess level from the popup menu or using the Navigator Frame. When the processes are first visualized from the top. Select the created process steps and flows either by holding down the shift key and clicking them or by dragging a virtual box around them. 5. you can first create a more abstract model using subprocesses and then add detail by modeling the subprocesses on their own levels.

Select the Subprocess 1 and Subprocess 2 elements.2 Combining Subprocesses Multiple subprocesses can be combined.Hierarchical Modeling inside the subprocess. 4. Right-click either one of the selected subprocesses. Select Combine subprocesses > horizontally / vertically. On the Tool Palette.User's Guide. Right-click on the subprocess element and select Down to Subprocess Level. 2. Open the Combining Subprocesses Exercise model. 3. Create process steps on the subprocess level. see the QPR ProcessGuide Xpress . 1. 2. Exercise 13: Combine existing subprocesses. QPR ProcessGuide Xpress Training Guide 16 . 4. 3. 1. Click on the flow chart to create the subprocess process step and name it. select the Subprocess process step. Create a new model using the default template. 1. For more information on subprocesses. 3.

if you are creating a combined subprocess. and then combine the subprocesses. 1. A list for selecting model element opens.Hierarchical Modeling A new subprocess is created. Select the subprocess you wish to instantiate and click OK. Hold down the Ctrl key and click on the flow chart. 4. all changes reflect also to all instances of that element. QPR ProcessGuide Xpress Training Guide 17 . containing contents of all selected subprocesses. On the Tool Palette. a review procedure) in several places. you need to recombine them. 3. Double-click on it to change the properties of the new subprocess and type in a name.3 Using Instances Instantiating a process step of any type is a convenient way to reuse a common part of process (e. Exercise 14: Instantiate a subprocess.e. create the component subprocess elements with their contents first. Note that when modifying one of the instantiated elements. or a store is to select the name of the element to be instantiated from the drop-down menu displayed on the new element. if you make changes to the component subprocess elements. 3.g. that the combined subprocess element is not updated automatically. 1. Note. Create a new model using the Default settings template. Exercise 15: Use Intellisense Instancing. Therefore. select the Subprocess drawing tool. i. 2. a custom element. Open the Combining Subprocesses Lesson model. A new subprocess is created with the information of the original process step included. Another way to instantiate a process step.

3. Select the process step you created earlier from the list to create a new instance of it. QPR ProcessGuide Xpress Training Guide 18 . select the Activity process step.Hierarchical Modeling 2. Click on the flow chart to create an Activity process step and give it a name. The process step you created earlier will be in the list. Notice how it has a drop-down menu on the place where you would type its name: 5. For more information on instantiating. see the Defining Instances topic in QPR ProcessGuide Xpress User's Guide. On the Tool Palette. Create another Activity process step. It is also possible to filter the items in the list by first typing a part of the name of the element you want to instantiate. 4. Open the drop-down menu by pressing the arrow button: 6.

or actual information items handled in the process. External information can be connected to information items in two complementary ways: by linking or embedding. information is modeled as Information items.. 3. Microsoft Word. Create an Activity process step and give it a name.. a custom URL or the command prompt.Linking External Information 4 Linking External Information In QPR ProcessGuide Xpress. Create a new model using the default template. 2. they are listed in this dialog: QPR ProcessGuide Xpress Training Guide 19 . Information Items can be. Other QPR ProcessGuide (Xpress) models or process levels may also be attached to the process descriptions with the External Model process step. work instructions for a certain process step. 4. to select the Information Item to be added.g.1 Information Items Exercise 16: Add a new Information Item to a process step. The Information Items may be connected to any Windows application e. Create a completely new information item by clicking New. 4. Edit the properties of the process step you created by double–clicking the process step and switch to the Information Items tab. 1. for example. Click Add. which can also have a hierarchical structure. 1. If there are any Information Items that are already created. quality system documentation.

Enter the data shown in the picture below (excluding the Symbol) to the information item. Often it is convenient to create the whole information item hierarchy first and later add the items to QPR ProcessGuide Xpress Training Guide 20 . In this case.Linking External Information 5. Accept the information item by clicking OK. we use a website as the information item content: 6.

Click the Browse button. Either double-click the External model process step or right-click on it and select Set Process Step Properties. Create a new model. 3.Linking External Information their corresponding process steps. From the Tool Palette. 8. 5. In the dialog. so that it is saved with the current model. 7. 6. Click OK to close the dialog. select the External model button and click on the flow chart to draw an External model process step and give the process step a name. The easiest way to do this is to create the Information items in the Navigator View. 4. The quality documentation). To be able to open the model in another computer.g. Note that because the embedded information is stored with the current model. The Process Step Properties dialog will open. QPR ProcessGuide Xpress Training Guide 21 . the size of the model may increase greatly if you embed a large model into the current model. 4. This will attach the selected model as a part of the current model. select Embedded information. if necessary (e. browse your hard drive and select a QPR ProcessGuide model and click Open. Exercise 17: Use the External model process step to attach a QPR ProcessGuide (Xpress) model on a local hard drive to your current model. The Select Document file dialog will open. 2. Click on the External Model tab. 1.2 Using External Models The External model process step can be used to link a process level in another QPR ProcessGuide model to the current model.

On the General tab. select Modeling Options. 5. 2. 1. click Modeling Options. The New Process Step Type dialog opens. Note or Organization Item types. type in a name for the process step type: QPR ProcessGuide Xpress Training Guide 22 .1 Creating New Element Types New element types are created through the Modeling Options dialog accessible by clicking the Modeling Options button on the Model tab of the ribbon. On the Model tab of the ribbon. 4. You can change the graphical properties of your notation or add custom attributes by clicking the View buttons in the Modeling Options dialog. Store. Group. The Modeling Options dialog opens. Checkpoint. On the Model tab of the ribbon.Defining the Modeling Notation 5 Defining the Modeling Notation The Modeling notation can be customized for the organization using modeling options. You can also modify any Process step . Exercise 18: Create a new process step type. Create a new model using the default settings template. Flow. 3. Click New.

On the Symbol tab. In the dialog. Switch to the Behavior tab. The Text Box Properties dialog opens. Select the Behavior check-boxes as in the picture below: 6. enter the information as in the picture below: QPR ProcessGuide Xpress Training Guide 23 . 7.Defining the Modeling Notation 5. select Name from the Show group and click Properties.

From the Tool Palette. 5. Close the Modeling Options dialog by clicking OK.. 2. Click OK to close the Text Box Properties dialog..Defining the Modeling Notation 8. 9. Create a new model using the default settings template. select Organization Item.2 Editing the Graphical Properties of an Element The graphical properties of an element can be defined by right-clicking the element and selecting Graphical Properties. 10. click on the flow chart to QPR ProcessGuide Xpress Training Guide 24 . The new element type is now created and can be used by clicking on its button on the Tool Palette. Click OK to close the New Process Step Type dialog. The graphical properties that can be set vary a bit depending on the element type. from the popup menu. Exercise 19: Edit the Graphical Properties of an organization item. 1.

4. Right-click on the organization item you just created and select Graphical Properties...Defining the Modeling Notation create the organization item and give it a name. from the popup menu. A dialog will open. Click on the Background Color color selection box and select a color. 3. QPR ProcessGuide Xpress Training Guide 25 .

If you want all the organization items to be the color you just selected click on Save as Default. "Process Step Graphical Properties Dialog").g. 5. For more information on graphical properties of a particular element type. This setting affects the main level flow chart and all the flow charts that are created afterwards. 2.Defining the Modeling Notation 5.User's Guide's corresponding topic (e. Exercise 20: Change the modeling direction from horizontal to vertical. Click OK to close the dialog. Open the Modeling Direction Exercise model. see the QPR ProcessGuide Xpress . For subprocesses the default setting is horizontal. In this case we don't. Right-click on the flow chart and expand the Modeling Direction submenu.3 Changing the Modeling Direction of a Process Level The modeling direction can be set to be either horizontal (organization items are horizontal rows and modeling is usually done from left to right) or vertical (organization items are vertical columns and modeling is usually done from up to down). QPR ProcessGuide Xpress Training Guide 26 . but it can also be defined in the process step type settings or individually for each subprocess. 1. 3. Select Vertical as the modeling direction.

The modeling direction is now changed from horizontal to vertical. Exercise 21: Change a flow style. 5. Move one of the Activity process steps so that the flow has a turn in it. without any turns in it. 5. 4. A single flow's appearance can be defined in the Flow Graphical Properties dialog accessible by right-clicking on the flow.Defining the Modeling Notation 4.. Draw two Activity process steps and connect them with a Control flow. Create a new model using the default template. Click OK. Change the line style by selecting Straight from the Arrow Style drop-down list. QPR ProcessGuide Xpress Training Guide 27 . The flow should now go straight from the first Activity to the second Activity. from the popup menu. Right-click on the flow and select Graphical Properties.4 Changing a Flow's Style It is possible to use other flow styles apart from the default "elbow" flow with 90 degree turns. 4. 2. Model-wide settings can be defined in the Modeling Options dialog accessible from the Model tab of the ribbon.. 3. 1.

1. 2. On the Elements tab. The Flow Chart View Settings Properties dialog will open. Open the View Settings Exercise model. enter the information on the dialog as in the picture below: 5. 6. 4. Click New.1 Creating and Modifying the View Settings Exercise 22: Create a new view setting to hide notes on the flow chart.. The View Settings dialog will open. click the Custom views button in the View Settings group. On the View tab of the ribbon. remove the selection from the Note checkbox: QPR ProcessGuide Xpress Training Guide 28 .. On the General tab. 3. View settings can be created and modified in the View Settings Dialog accessible from the Custom View button on the View tab of the ribbon.View Settings 6 View Settings View settings are groups of settings related to how different elements are displayed on the flow chart.

1. 7. Select the No Notes view setting from the drop-down menu in the View Settings group on the View tab of the ribbon: 9. To see the notes again. Click OK to close the dialog. 2. Select the Default settings view setting from the drop-down menu in the View Settings group on the View tab of the ribbon.View Settings 6. Click OK to close the View Settings dialog. Click the View Settings button on the View tab of the ribbon. 8. Exercise 23: Modify the default view settings. The View Settings QPR ProcessGuide Xpress Training Guide 29 . 3. The notes should be hidden after selecting the No Notes view setting. select the Default settings. The No Notes view setting is now created. Open the View Settings Exercise model.

6. For more information about the view settings. The Control Flows shouldn't have their name displayed on the flow chart. 4. Open the View Settings Exercise model.User's Guide. On the Elements tab. 1.View Settings dialog will open. Click OK to close the dialog. Right-click a flow and select Hide Flow(s) from the pop-up menu: QPR ProcessGuide Xpress Training Guide 30 . 2. select Control flow and then remove the Name selection on the Show fields group: 5. see View Settings topic in the QPR ProcessGuide Xpress .2 Hiding Flows on the Main Process Level Exercise 24: Hide an individual flow on the main process level.

Control Flow dialog will open. it is also possible to hide flows going from subprocess to subprocess in the upper process level by default. 3.View Settings 3. 5. Open the View Settings Exercise model. To show the flow again. Open the Symbol tab. 1. 4... right-click on an empty area on the flow chart and select Show Hidden Connectors > All or the name of the flow you have hidden: If a model has many flows connecting different process levels. Remove the selection from the Show flows on upper process levels check box. The Flow Type . 2. The Modeling Options dialog will open. Exercise 25: Hide flows of the type 'Control Flow' on the main process level by default. On the Modeling tab of the ribbon. QPR ProcessGuide Xpress Training Guide 31 . Select the Control Flow flow type and click View. click the Modeling Options button.

Click OK to close the Flow Type dialog and again OK to close the Modeling Options dialog. The Control Flow named Check for duplicates between the subprocesses Delete unuseful feedback and Process data should now be hidden on the main process level. QPR ProcessGuide Xpress Training Guide 32 .View Settings 6.

Exercise 26: Create static web pages. 1. The HTML Export dialog will open 3.1 Exporting Web Pages It is possible to export the model as a set of static web pages. 2. 4.Publishing the Model 7 Publishing the Model In this chapter. select Save As > Save as Web Pages. we are going to look into two ways of publishing a QPR ProcessGuide Xpress model: Web page export and printing. Open the Dentorex Group Processes model. 7. Click Options to open the HTML Export Options dialog. Verify that Frames is selected as the layout or experiment with the other two options: QPR ProcessGuide Xpress Training Guide 33 . This is done by saving the model as web pages. From the Application menu.

QPR ProcessGuide Xpress Training Guide 34 . For printing flow charts there are some special options available.2 Printing In ProcessGuide all information from windows (flow chart. Navigator and analysis graphs are printed as shown on the screen and fit on one page.Publishing the Model 5. Click Export to create the pages. 7. Flow charts are printed using a landscape layout by default. analysis or report) is printable. you have the possibility to open the pages in your default browser. The contents of the active child window are printed. Analysis spreadsheet and report are printed in a standard size and as a portrait using as many pages as needed. Exercise 27: Define print settings and print the top-level process descriptions. Click OK to close the dialog 6. After the import is complete. navigator.

Open the Dentorex Group Processes model. select Fit Whole Chart to One Page. select Print > Page Setup. 6. select Landscape from the Orientation group and click OK. The Print Settings for Flow Chart dialog will open. It is advisable to print a flow chart as landscape. Right-click on the version number and select Delete from the pop-up menu. Click OK to close the dialog: QPR ProcessGuide Xpress Training Guide 35 . Select the Header and Footer tab. 8. 2. Select the Use separate settings for the first page checkbox. On the General tab of the Print Settings for Flow Chart dialog. We now want to remove the version number from the header. 4. 5.Publishing the Model 1. Go to the top level of the process hierarchy. 7. 3. From the Application menu. Open the printer properties by clicking the Print Setup button.

The Presentation View can be used to browse and display the contents of the flow chart. 7. we will go through the functions of the Presentation View. In this chapter. From the Application menu.Publishing the Model 9.3 Using the Presentation View QPR ProcessGuide features a full screen Presentation View for the flow chart. select Print > Print and click OK on the Print dialog. See the Printing topic in QPR ProcessGuide Xpress . QPR ProcessGuide Xpress Training Guide 36 .User's Guide for more information about printing. Exercise 28: Use the Presentation View.

click the is altered to show the whole flow chart in the view. The view will go down into the Recruitment Process sub process level. Close button or press the Esc key to QPR ProcessGuide Xpress Training Guide 37 . 12. and the drop-down menu. 9. click the Forward button to go forward to the view in which you pressed the Back button (i. the main level). click the Back button to go back to the view you just left (i. 5. The Presentation View opens in full screen. 11. hold the mouse button. the Recruitment Process process level). On the Presentation Tools. alter the zoom factor also with the the zoom slider. 10. On the Presentation Tools. The zoom factor buttons. The view will go down into the Recruitment Process sub process level. click the Up to Parent Process Level button. and move the mouse to pan the flow chart.e. click the close the Presentation View. Click somewhere on the flow chart. On the Presentation Tools. Point the mouse on a process step and use the scroll wheel of the mouse. The view will change to the parent process level. Double-click on the Recruitment Process process step. On the Presentation Tools.Publishing the Model 1. Double-click on the Recruitment Process process step. This controls the zoom factor. 7. 6. click Presentation View. On the View tab of the ribbon. Fit to Screen button. 13. On the Presentation Tools. 3. On the Presentation Tools. 4. Go to the top level of the process hierarchy. 8. Open the Dentorex Group Processes model.e. 2.

so select Allow element creation on flow chart. Exercise 29: Create a new custom element type. On the Model tab of the ribbon. name the element Custom Element Example.1 Creating a Custom Element Type QPR ProcessGuide Xpress features a custom element type that can be defined for a range of uses. we are going to take a look at some of the more advanced modeling options of QPR ProcessGuide Xpress. In addition. Switch to the Behavior tab. 2. select Allow flow linking and Allow information item linking. The Modeling Options dialog will open. 1. We'll want to be able to draw the element on the flow chart. 6.Advanced Modeling Options 8 Advanced Modeling Options In the following chapters. Click the button next to the New button and select Element Type from the drop-down menu: 4. The dialog should look like in the picture below: QPR ProcessGuide Xpress Training Guide 38 . The Element Type dialog will open. 3. 5. On the General tab. Create a new model using the default template. 8. click on Modeling Options.

you can click on Browse. This icon will be used in the Navigator View hierarchies. Click on the in the Icon for Hierarchies and Buttons group and select an icon from the drop-down menu. 8.Advanced Modeling Options 7. and select an image from your hard drive. Switch to the Symbol tab.. The custom element type is now defined and should be visible under the Elements section in the Tool Palette: QPR ProcessGuide Xpress Training Guide 39 . Click OK to close the Element Type dialog and again OK to close the Modeling Options dialog. Alternatively..

8. Create a new model using the default template. 4. QPR ProcessGuide Xpress Training Guide 40 . 1. Select an Element Type and click View. 7. 2. Insert a new name to the Name field and click OK to close the element type settings dialog. Templates can be loaded only when creating a new model. Switch to the Template tab on the Modeling Options dialog. Exercise 30: Define modeling options and create a new template. 6. On the Model tab of the ribbon. Define the name and location for the template file and click Save. 3. A template stores model information for reuse.2 Creating a Template for the Modeling Options of a Model Models can be saved or loaded from a template. to open the element type settings dialog..User's Guide for more information about custom elements. 5.. The Modeling Options dialog will open. Select File template and click Save to Template. click on Modeling Options.Advanced Modeling Options See the Custom Element topic and its subtopics in QPR ProcessGuide Xpress ...

Advanced Modeling Options 8. When you want to create a new model using the template.User's Guide contains more information about template use. Close the Modeling Options dialog by clicking OK. QPR ProcessGuide Xpress Training Guide 41 . QPR ProcessGuide Xpress . select File Template on the opening dialog and select the template you just saved.

custom attribute types must be defined in the Modeling Options dialog. 2. The New Custom Attribute Type dialog will open. and assign values to the custom attribute. The Modeling Options dialog will open.Custom Attributes in Depth 9 Custom Attributes in Depth Custom attributes are additional information that can be added to model elements and also to the main process level. 4. click on Modeling Options. Open the Custom Attributes Exercise model. 9.1 Creating Custom Attribute Types and Adding Custom Attributes Before custom attributes can be used.. add a custom attribute to an element.. Select the Custom Attribute Types tab and click New. Type in the Name "Document ID" and select Number from the drop-down list: QPR ProcessGuide Xpress Training Guide 42 . On the Model tab of the ribbon. 1. 3. Exercise 31: Create a custom attribute type.

9. go to the Model Elements tab.. Select Document ID from the list and click OK. The Element Type dialog will open. 8. Now the custom attribute type is defined. Switch to the Custom Attributes tab.. Click OK to close the Element Type dialog and again OK to close the Modeling Options dialog. 10. QPR ProcessGuide Xpress Training Guide 43 . Switch to the Custom Attribute Types tab and click Add..Custom Attributes in Depth 5. The Add Custom Attribute Type dialog will open.. Double-click the Standard Reports element on the flow chart to open the element properties dialog. 7. Select the Document element type and click View. 6. Click OK to accept the properties. 11. In the Modeling Options dialog.

13. see QPR ProcessGuide Xpress User's Guide for instructions. Click OK to close the dialog. QPR ProcessGuide Xpress Training Guide 44 . For creating more complex custom attributes. such as attribute sets or enumerated lists. Select the Value column on the Document ID row and type in the value 1234.Custom Attributes in Depth 12.

Resources and Simulation

10

Resources and Simulation

Resources are elements of the organization that are used in the process. Resources are used in process steps and flows. This allocation is done for material resources by indicating the number of units consumed in process step or flow. Resources of type other than material are allocated to process steps or flows by specifying the number of resources needed. The specified amount of resources is reserved for a process step or flow during the whole processing time. Before you can simulate the process you have to create resources and model the use of the resources in process steps and flows. The simulation can be run even if the resources have not been defined, it just means that the process has infinite resources.

10.1

Creating a Resource to the Model

Resources are created in the Resource dialog box. The Resource dialog box can be accessed from a process step, flow or resources dialog boxes, or from the navigator window.

Exercise 32: Create the resource "Logistics Supervisor" to the Dentorex Group Processes model.
1. Open the Dentorex Group Processes model. 2. Go to the Dentorex Group Processes > Research & Development > Production > Logistics process level. 3. Open the process step properties dialog of the Logistics [external model] process step and select the Resources tab. 4. Click Add... and then New to create a new resource. 5. Type in the information shown in the picture below (excluding the Symbol):

QPR ProcessGuide Xpress Training Guide

45

Resources and Simulation

6. Select the Resource Pools tab. attach the resource to the resource pool General Management by selecting Add... from the This Resource Belongs to Resource Pools group:

QPR ProcessGuide Xpress Training Guide

46

Resources and Simulation

7. Click OK to close the dialog. 8. Verify that the Logistics Supervisor is now added to the process step and click OK to close the Process Step dialog:

QPR ProcessGuide Xpress Training Guide

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Resources and Simulation Resources can be created also in the Navigator View: 9. Right-click on an item in the hierarchy and select New Resource. On the View tab of the ribbon.. click Navigator View to open the Navigator View. Select the Resource Pool Hierarchy and expand the hierarchy by pressing the button: 11.. 10. from the pop-up menu: QPR ProcessGuide Xpress Training Guide 48 .

Input the resource information similarly as in steps 5 to 7.Resources and Simulation 12.2 Defining the Ownership of a Process Step Ownerships of processes and flows can be defined from the Properties dialog of an element. 3. 4. Define the Owner of the process step by selecting Production Manager from the drop down list: QPR ProcessGuide Xpress Training Guide 49 . 1. Open the process step properties dialog of the Plan Production process step. Exercise 33: Define the owner of a process step. 2. For more information about resources see the Resources topic and its subtopics in the QPR ProcessGuide Xpress . Open the Dentorex Group Processes model. Owners are defined as Human Resources.User's Guide. 10. Go to the Dentorex Group Processes > Research & Development > Production > Production Line process level.

flows and stores need to be defined. 10. Open the Simulation Example Model.3 Enter the Simulation Properties to a Process Step and a Flow in the Model Before a simulation can be run.Resources and Simulation 5. Exercise 34: Examine the simulation properties of a process step and a flow. Click OK to close the process step properties dialog. The simulation properties have already been defined in this model. from the pop-up menu: QPR ProcessGuide Xpress Training Guide 50 . 2. but to see where they can be defined. the simulation properties of process steps.. we'll take a look at the simulation properties of the starting step and a flow.. 1. Right-click the Make Order process step and select Simulation Properties.

Resources and Simulation 3. Verify that the simulation data is as shown in the picture below: QPR ProcessGuide Xpress Training Guide 51 .

The actual processing time for each activation is then calculated according to this distribution: For Normal Distribution the mean value and the standard deviation are specified. and Custom series: Constant processing time means that each activation of the process step lasts always for a specified period.e. mean. three values are given: minimum. Triangular distribution. Normal distribution. mean is the most common processing time.Resources and Simulation There are four options for defining the processing time: Constant. and maximum value is the longest possible processing time. Standard deviation specifies the width of the deviation. and maximum. Minimum value is the shortest possible processing time. For Triangular Distribution. i. how much variation there will be between the actual values and the mean value: QPR ProcessGuide Xpress Training Guide 52 .

4. The activation of process steps with lower priority will be resumed later. Switch to the Entry Rules tab. the frequency of these activations has to be specified. Priority of the process step specifies its importance. If the process step is self-activating the number of activations has to be defined. The higher the priority the more important the process step is. This self-activating process step has its Start simulation checkbox checked. only entry rules and incoming flows can activate the process step. The same distributions as for the processing time are available also for defining the interval between the activations. The number of activations defines the number of times the process step is activated during the simulation. This step or flow is usually the first process element of the process. During the simulation. which starts the simulation. If the checkbox is unchecked. Entry rules are conditions under which the process step will be activated: QPR ProcessGuide Xpress Training Guide 53 . which have a lower priority and take the needed resources from them if the resources are not free. There has to be one process step or flow. A process step can suspend other active process steps. the processing times in the series are used in the given order and in cycles: when the end of series is encountered the series is started again from the first value. In addition. when the needed resources are free again. A checkbox is provided to indicate whether this process step can be suspended while it is active in simulation and resumed later.Resources and Simulation Custom Series can be used to define special patterns for processing time.

any of the incoming flows will activate the process step.Resources and Simulation Process step entry rules define all combinations of incoming flows. The Exit Rules tab specifies how outgoing flows are sent after the activation of the process step: QPR ProcessGuide Xpress Training Guide 54 . Switch to the Exit Rules tab. Custom rules are combinations of incoming flows. The second option is that all the flows have to be present before the process step is activated. 5. which are needed for the activation of a process step. which activate the process step. If the entry rule is any incoming flow.

Click OK to close the dialog. so select the Order by Phone rule and change its probability to 40: 7. Similarly. 50%. Custom rules can be used to model more complex situations. 6. recently the amount of phone orders has decreased. Currently the probability of both activations are the same. change the the probability of the Order by EDI rule to 60. A new rule is created selecting the sent flows from the Outgoing flows list and clicking the right arrow button. QPR ProcessGuide Xpress Training Guide 55 . However. 8.Resources and Simulation The exit rules page contains two options: All outgoing flows and Custom rule. If the first option is selected. all outgoing flows are sent every time the activation of the process step is ended.

1.4 Set the Subprocess Calculation Method for a Measure in the Simulation When the simulation enters a subprocess. Select Pick Maximum as the Subprocess Calculation Method: QPR ProcessGuide Xpress Training Guide 56 ... 3. measure values for a subprocess can be automatically calculated from the model elements in the subprocess level.. 2. In QPR ProcessGuide Xpress.. 4. it automatically drills down to it and continues the simulation in the lower level. Exercise 35: Set the subprocess calculation method for the measure Processing Time in the simulation. On the Model tab of the ribbon. The Measures dialog will open. 10.User's Guide.Resources and Simulation For more information. Select Processing time and click View. see the Simulation topic and its subtopics in QPR ProcessGuide Xpress . Open the Simulation Example Model. click Model Elements and select Measures. from the drop-down list.

2. Open the Simulation Example Model.User's Guide. Before starting the simulation.Resources and Simulation 5. Click OK to close the dialog. see the Measures topic and its subtopics in QPR ProcessGuide Xpress . the simulation can be run. select Run. On the Model tab of the ribbon. For more information. 1. so there is no limit for the length: QPR ProcessGuide Xpress Training Guide 57 . Set the Simulation length to be 0 days. close all windows except for the flowchart view. Exercise 36: Run the simulation. 3. The Simulation Options dialog will open. 10.5 Running the Simulation and Studying the Simulation Results After all the simulation properties have been input.

Resources and Simulation 4. Switch to the Reports tab and activate all reports. Each of the activations that start the simulation creates its own case. Define the locations of the report files as shown in the picture below: QPR ProcessGuide Xpress Training Guide 58 . if the process is started 100 times during the simulation. cases named Case 1 to Case 100 will be generated: 5. E.g. Make sure the time and cost information calculated during the simulation is saved in cases by selecting the checkboxes Save time information in cases and Save cost information in cases.

User's QPR ProcessGuide Xpress Training Guide 59 . a dialog box showing the reason for ending the simulation is shown. 1. The Simulation Run dialog is displayed: When the simulation is run. the speed of the animation can be set during the simulation. With the Simulation Run dialog.Resources and Simulation 6. When simulation ends. Start the simulation by clicking OK. Note that you need to have run a simulation before the simulation results can be studied. you can stop or pause the simulation run. For more information. click Reports and select a report type from the drop-down menu. the flow charts of the process model are animated. Exercise 37: Study the simulation results. Also. A vertical line shows the processing of a process step and the progress of a flow is shown by animating the transfer type icon of the flow (black dot for flows with no transfer type). see the Simulation topic and its subtopics in QPR ProcessGuide Xpress . On the Model tab of the ribbon.

and the simulation data is saved in cases. A spreadsheet can be created on the basis of a selected measure to show its measure values in numerical format. Second. the data can be analyzed further in the Analysis View. On the View tab of the ribbon.6. modify and analyze measure values. Note that you need to have run a simulation before doing this exercise. 2. Exercise 38: Format the spreadsheet. select the cases and measures we want to study.Resources and Simulation Guide. and import the processing time values into the spreadsheet. The current settings in the Analysis view can be saved for future use. You can open the Analysis view by clicking the Analysis View button on the View tab of the ribbon. select the measure Processing Time from the Measure drop-down list: Analysis View button to open the 3.6 Measures and Analysis The Analysis view is used to input. we have to open the Analysis view and format the spreadsheet for the simulation data. 1. First. On the Analysis tab of the ribbon. for example if they are rejected in QPR ProcessGuide Xpress Training Guide 60 . Selected rows and/or columns on the spreadsheet can be shown as graphs.1 Formatting the Spreadsheet and Importing Processing Time Values Into It After the simulation has been carried through. 10. Calculations such as greatest total and average sum can be calculated. 10. Cases can be removed from the spreadsheet. click the Analysis View.

These settings can also be defined for a certain Measure in the Measure Properties dialog. For more information.e. pressed down). ignore zero values/missing values). Click OK. The cumulative state sums the measure values from left to right so that the rightmost column shows the total sum for the case. The Ignore Zero Values button and the Ignore Missing Values button are enabled when a measure is selected.6. 10. In the same manner. To remove the cases from the spreadsheet.User's Guide. the columns may be selected with the Arrange Columns button.e. by click the Rows button. Arrange 4. These values are shown as rows below the other cases. actual calculations can be made. In the dialog. The cumulative calculation is available only for single value measures. The following buttons can be used for the calculations: Smallest total Greatest total QPR ProcessGuide Xpress Training Guide 61 . The measure values can be shown normally or cumulatively by pressing down the Cumulative Calculation button in the ribbon. The Select Rows for Analysis Sheet dialog will open. Also the smallest and greatest total values can be calculated and the average and sum for the cases in the spreadsheet.Resources and Simulation some phase.2 Calculating the Average Processing Times of the Simulation When the analysis sheet contains the correct data. select some cases and and click the < button in order to remove them from the spreadsheet: 5. see the Analysis View subtopics in QPR ProcessGuide Xpress . then the measure value is automatically recalculated with the selected setting (i. When either button is selected (i.

On the analysis spreadsheet. Exercise 40: View the different graphs of processing times of the simulation and save the views. then select the Sum of columns and the Average buttons to solve the average processing time of the cases. You can select multiple rows by pressing down the left mouse button at the starting row and dragging the mouse to the end row and releasing the mouse button. The critical path can be calculated for single value measures only. select Processing Time from the Measure drop-down menu.Resources and Simulation Average Sum of columns Sum of rows QPR ProcessGuide Xpress can calculate the Critical path for the selected measure and case. The average processing time can now be found in the lower right corner of the spreadsheet. even if it was otherwise in the path. Note that you need to have run a simulation before doing this exercise and the spreadsheet for the simulation data must be formatted. The critical path cannot be calculated if no measure values have been input. You can select the desired rows by clicking the leftmost column in the sheet that shows the case name. Note that you need to have run a simulation before doing this exercise and the spreadsheet for the simulation data must be formatted. activate some value row and click the Bar QPR ProcessGuide Xpress Training Guide 62 . 10. See the Analysis topic in QPR ProcessGuide Xpress . Exercise 39: Calculate the average processing time of the simulation. 1. it is ignored in the calculations. If a process step or flow does not have measure values input for the selected case and measure. or the process does not have a starting point for a path. Multiple columns can be selected the same way as rows are selected. On the Analysis tab of the ribbon. 1. To select multiple areas.6. The process steps and flows in the path are selected as columns for the spreadsheet. and is not selected as a column. that is a process step with no incoming flows or a flow that starts from scratch.3 Viewing the Different Graphs of the Simulation and Saving the Views The selected rows or columns in the spreadsheet can be shown as graphs by clicking the appropriate button in the ribbon for the desired graph. The critical path is the path with the greatest total of measure values summed along the path.User's Guide for more information. hold down the Ctrl key while selecting the rows. The columns can be selected clicking the header of the column.

3. Save QPR ProcessGuide Xpress Training Guide 63 . 2. Type the name "AS-IS" Bar Graph in the dialog and click Save.Resources and Simulation Graph button. Enter name "AS-IS" Spreadsheet. 4. click the Spreadsheet button and save also that view. On the Analysis tab of the ribbon. Save the Bar Graph as the View Settings inside the model by clicking the button.

Open the Dentorex Group Processes model. 3. You can click the Browse button to select the location: QPR ProcessGuide Xpress Training Guide 64 . 11. On the Model tab of the ribbon.1 XML Export and Import Exercise 41: Export the Dentorex Model as XML and then import the XML data to a new file. 2. click on Export XML. Input the location and name for the export file and click Finish. The XML Export Wizard will open. Select Export all and click Next: 4. 1.Importing and Exporting External Data 11 Importing and Exporting External Data QPR ProcessGuide Xpress can import and export model data as XML with the help of the XML Import and Export wizards.

The XML Import Wizard will open.Importing and Exporting External Data 5. 7. QPR ProcessGuide Xpress will then begin the export. 8. Create a new model using the default settings template. click on Import XML. 9. Select Import all and click Next: QPR ProcessGuide Xpress Training Guide 65 . After the export has been completed. you can view the export log file if you like. Close the Dentorex Group Processes model. On the Model tab of the ribbon. 6.

Importing and Exporting External Data 10. Select Create All and click Finish QPR ProcessGuide Xpress Training Guide 66 . You can browse to the location by clicking the Browse button: 11. Input the location of the export file and click Next.

for example the layout of the elements and their graphical properties need to be set. Exports & Integration topic in QPR ProcessGuide Xpress . QPR ProcessGuide Xpress Training Guide 67 . Save the model. the model structure needs to be verified.User's Guide. More information about XML Imports and Exports can be found under the Imports. In addition. 13. After the import has been completed. the model will still need re-working. After the import is complete. QPR ProcessGuide Xpress will then begin the import.Importing and Exporting External Data 12. you can view the import log file if you like.

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