Content

Installation

Set up MS SQL manager

Set up login accounts

Activate filestream

Activate remote access

Activate licences

Activate licences with the Service Manager (automatically)

Activate licences with Wibu CodeMeter (manual)

Activate licences for the trial edition

Manage licences

Configuring the Search

The Search Manager

Update index

Launch the Service Manager

Create new service

Launch service and log in to client

Launch service

Connect objectiF RM with service

Upgrade service

Possible error messages

Organizations and projects

Create, edit and delete organizations

Create organization

Open organization

Edit organization

Delete organization

Create, edit and delete project

Create project

Open project

Edit project

Delete project

Organization and project windows

Window “Topics”

Create topic

Create command for topic bar

Window “Glossary”

Open glossary

Create glossary entry

Edit glossary entry

Delete glossary entry

Import/ export glossary

Generate glossary in a document

Window “Guideline”

Create and open the guideline

Edit guideline

Window “Stereotypes”

Window “Settings”

Pattern

Create pattern

Apply pattern

Using placeholder in a pattern

User interface and how to work with it

Userboard

Arrange userboard

Hide tiles

Show tiles

Change group name

Enter group name

Change group name

Create state machine for a project

Backstage

Create user

View “Manage Users”

View “Edit Organization Staff”

View “Manage Project Staff”

Share

Create e-mail

Create and open a hyperlink

Create and open a link file

The “Mailbox”

Set up and open mailbox

Derive requirements from e-mails

Workspace

Navigating in the project

Go to

Show definition

Show diagram

Context menu commands in queries

Directories and files

Customize working directory

Change working folder

Change working folder when checking out

Customize working folder of a user

​Administrative Tasks

Create and customize templates

Create a template based on a project/template

Import project template

Change project template and transfer to project

Configuration – replace placeholers with project-specific names

Artifacts

Create artifacts and artifact relationships

Create artifact with form

Properties dialog of an artifact form

Permissions and Functional Scopes

Defining access rights for users and project groups

Permissions for stereotypes

Permissions for context menu

Inherit permissions

Edit permissions

Form Designer

Create form

Define form template as standard

Create and assign custom properties

Select source properties

Create user-defined properties

Defining the default properties of a form

Further form settings

Define tooltip

Offer forms bilingually

Define help page for a form

Replace controls

Create state machine for a project

Displaying commands in the context menu

Create context menu commands for queries

Revision and Historie

Automatic revisions

Manual revisions

Show revisions

Compare revisions

Restore revisions

Export revisions

Data exchange with external systems

Import from MS Word

Import from MS Excel

Jira – Import and export requirements

Add configuration

Import issues

Export requirements

Possible messages during import/export

Import and export of ReqIF files

Import requirements

Export requirements

Create specification

Save relationships between requriements

Import from MS Word

Import from MS Excel

Exchange data via REST API

Requirements Engineering

Analyze stakeholders and goals

System context

Stakeholder

Goals

Create goals

Weighted goals

Conflicting goals

Goals and their relationships

Requirements

Create requirements

Derive requirements

Refine requirements

Evaluate and prioritize requirements

Planned effort of requirements

Use cases

Create use cases

Describe use case with diagram

Assign use case to a diagram

Refine Action

Diagrams

Working in diagrams

Create elements and relationships

Move and zoom diagram area

Move elements

Take over existing elements in a diagram

Edit diagram elements

Print diagram or copy as image

Hide or delete elements

Insert context

Straighten relationships

The System Context Diagram

The Goal Diagram

The Requirements Diagram

Use Case Diagram

Actor

Persona

Persona Scenario

The Block Diagram

Block

Interface

Ports

Value Type

Value

Flow Specification

Dimension

Unit

Signal

The Class Diagram

Class

Enumeration

The Activity Diagram

Create partition

The Package Diagram

Package

System development

Design architecture

Implement code

Create code file

Assign code directory to a block

Assign code directory to an operation

Edit code file

Check in Code file

Document management

Document, document templates, context elements

Document templates

Documents

Assign context elements

Create a table of contents

Create a list of figures/tables

Create glossary

Create document template

Create a table of contents

Generate glossary in a document

Generate variations in a document

Create document

Generate document

Customize the layout of documents

Analyses

Queries

Create query

Create hierarchical queries

Create query type

Working in queries

Operate in queries

Sorting in queries

Create command for query

Export queries

Create query reference

Create context menu commands for queries

Views

Create views

Configuring sorting for views

Additional views

Backlog views

Working in backlog views

Create new domain backlog

View “Domain Backlog”

View “Requirements Backlog”

The Dashboard

Create dashboard

Open dashboard

Edit tile

Delete elements

Refresh dashboard

Delete dashboard

Test management

Test cases

Create test case

Create test sets and execute them

Test case coverage

Reusing test cases

Extension functions

Prerequisites for extension functions

Create and execute an extension function

Create script files

Extension function with user-defined property

Call debug mode

Create reviews and review elements

Create a review

Review an element

Record a review comment

Repeat a review

Show review comments

Notify a reviewer via e-mail

Review rules

Help glossary