Getting Started Guide

Capture and Developer

Version 10.5

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Getting Started Guide for Epiplex500
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Table of Contents
Introduction.......................................................................................................................................................................................... 4

Components of the Epiplex500.................................................................................................................................................... 5

Launch Epiplex500 ........................................................................................................................................................................ 6
Capture................................................................................................................................................................................................... 6

Set Preferences for Capture................................................................................................................................................. 7

Adding Screen Narrations.................................................................................................................................................... 7
Secure Sensitive Data on Image .......................................................................................................................................... 7
Create Bot ............................................................................................................................................................................... 8
Process Editor (Edit Captured Process) ........................................................................................................................................... 9

Process Summary ...............................................................................................................................................................................10

Finalize Captured Process...........................................................................................................................................................11

Developer Editor ................................................................................................................................................................................13

Generating Knowledge Object....................................................................................................................................................15

Workflow Editor (Creation of Workflow) ......................................................................................................................................17

Presentation Editor (Create Web Content) ....................................................................................................................................18

Assessment Editor..............................................................................................................................................................................19

Process Automation...........................................................................................................................................................................21

EPSS Author (Create Context Maps)................................................................................................................................................22

Context Maps Creation and Link Content Files........................................................................................................................23

Publish Context Maps and Content files on EPSS Server .......................................................................................................24
Accessing Context Sensitive Knowledge Objects.....................................................................................................................24
Utilities.................................................................................................................................................................................................25

Pack Utility ....................................................................................................................................................................................25

Sentence Generator......................................................................................................................................................................26
ECMS Registration Utility............................................................................................................................................................26
SCORM Utility................................................................................................................................................................................27
Batch Content Generator.............................................................................................................................................................28
Template Editor............................................................................................................................................................................28
Process Discovery Upload...........................................................................................................................................................29
File Icons for Epiplex500 Files .........................................................................................................................................................31

Repository ...........................................................................................................................................................................................32

Managing of ERMS Files ..............................................................................................................................................................33

Enable collaborative authoring and Developer Editors .........................................................................................................35
Contact Information...........................................................................................................................................................................37

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Table of Figures
Figure 1 – Epiplex500 Home .............................................................................................................................................................. 6
Figure 2 – System Tray ........................................................................................................................................................................ 6
Figure 3 – Secure Sensitive Data on Image....................................................................................................................................... 8
Figure 4 – Create BOT Script .............................................................................................................................................................. 8
Figure 5 – Process Editor .................................................................................................................................................................... 9
Figure 6 – Preferences .......................................................................................................................................................................10
Figure 7 – Process Summary ............................................................................................................................................................11
Figure 8 – Finalizing of Process .......................................................................................................................................................12
Figure 9 – Finalize Settings ...............................................................................................................................................................12
Figure 10 – Finalized window..........................................................................................................................................................12
Figure 11 – Developer Editor ...........................................................................................................................................................13
Figure 12 – Generate Document ......................................................................................................................................................15
Figure 13 – Template Management.................................................................................................................................................15
Figure 14 – Document Template Registration...............................................................................................................................16
Figure 15 – Simulation Wizard.........................................................................................................................................................16
Figure 16 – Workflow Creation........................................................................................................................................................17
Figure 17 – Workflow Editor............................................................................................................................................................17
Figure 18 – Presentation Editor.......................................................................................................................................................18
Figure 19 – Assessment Editor.........................................................................................................................................................19
Figure 20 – Question..........................................................................................................................................................................20
Figure 21 – Add Question..................................................................................................................................................................20
Figure 22 – Process Automation Home Screen .............................................................................................................................21
Figure 23 – Created Project ..............................................................................................................................................................22
Figure 24 – Context Map Generation...............................................................................................................................................23
Figure 25 – Context Map Generated................................................................................................................................................23
Figure 26 – Pack Utility .....................................................................................................................................................................25
Figure 27 – Sentence Structure: English – Microsoft Style Guide...............................................................................................26
Figure 28 – ECMS Registration Utility.............................................................................................................................................27
Figure 29 – Batch Mode SCO Generation........................................................................................................................................27
Figure 30 – Batch Processing ...........................................................................................................................................................28
Figure 31 – Template Editor.............................................................................................................................................................29
Figure 32 – Process Discovery Upload............................................................................................................................................30
Figure 33 – Local Repository Settings.............................................................................................................................................32
Figure 34 – Enterprise Repository Management System.............................................................................................................33

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Introduction
Epiplex500 is an industry-leading enterprise application software suite that helps businesses manage their IT-
driven business process transformations successfully. Epiplex500 delivers a combination of Best Practice Process
Identification, knowledge transfer, learning, end-user productivity tracking and certification, performance
support, process improvement capabilities, Process automation and performance measurement that is unique
in the industry.

Epiplex500 offers advanced process capture, process workflow creation, process documentation, rich
simulation, context-sensitive knowledge assistance, tacit knowledge dissemination, application issue reporting,
and automated process analysis features to enable IT and business units to implement business transformations
with minimized risk, better user adoption, faster time to competency, continuous process improvement and
higher ROI.

Epiplex500 supports:
 Automatically and remotely, the capture of any business process.
 Secure the data in process capture automatically.
 Developing the captured process into a knowledge object that can be delivered quickly.
 Generate high-quality documentation in various formats such as HTML5, Word, PPT, Excel, XML, Visio
and BPMN.
 Provide Context-sensitive Live Cue-cards for a step-by-step guide to any transactional process.
 Provide Field level knowledge assistance while working on the live application.
 Generate rich simulation with audio, animation support in Show, Guide and Test modes.
 Creating RPA project is Automating Business Processes.
 Bot creation for major RPA vendors.

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Components of the Epiplex500

The Epiplex500 modules are briefly described in this section.

 Capture: Forms the core of the Epiplex500 suite. It captures the user’s actions within software
applications and extracts screen images, menus, buttons, fields, the names of controls (and other
metadata), and the actions taken on such controls.
 Process Editor: Helps the developer to optimize Process or Capture files for generating knowledge
objects. The developer can delete, append and insert steps; replace captured images, replace the
control name in a user action step and window caption in a system outcome /cluster step and much
more with the Process Editor. It also allows securing Sensitive information through Image masking,
and field data encryption.
 Developer: Helps the developer to generate knowledge objects such as documents, and Simulation
(simulation) that are appropriate for e-learning. The Simulation are created in interactive modes:
Show, Guide, and Test.
 Workflow Editor: The Rich Shape Workflow Editor helps the developer to create a workflow for a
process. The developer can use the workflow in a presentation by attaching learning objects and
other contents to improve the navigation in the process. The developer can add workflow info steps
and specify the navigation to process steps. The Workflow Editor, allows the developer to insert a
hyperlink to a workflow object that points to a page, URL, or to the external content.
 RPA Project Editor: Helps you to create automation projects.
 Presentation Editor: Allows the developer to group content (Developer output) and to integrate the
knowledge objects into a single presentation file. The content is presented as a dynamic HTML file.
 Assessment Editor helps you to assess a user’s performance. You can create a question bank and
schedule tests for learners in different categories and levels.
 EPSS Author: EPSS Author helps you to create context maps from Epiplex500 capture files or
knowledge objects. The context maps provide context sensitive access to Epiplex500 knowledge
objects.
 Epiplex500 Utilities: Epiplex500 includes the following Utility programs:
 ECMS Registration Utility allows you to register different Epiplex500 contents such as
Simulation and assessments. It helps in evaluating user performance by tracking the usage and
result of the registered Epiplex500 contents.
 Pack Utility helps to pack Epiplex500 author files to share with other developers of the
organization.
 SCORM Utility lets you add SCORM (Sharable Content Object Reference Model) metadata to
Epiplex500 knowledge objects.
 Sentence Generator creates and modifies Epiplex500 sentence structures for auto-generating
knowledge objects in multiple foreign languages.
 Batch Content Generator facilitates the generation of multiple contents from a single
(Developer files) or multiple .efx files with predefined settings. It reduces the time in content
generation as the settings are applied uniformly. You can also merge multiple Word
documents with the help of this Utility.
 Template Editor Customize Simulation template, create a copy of Simulation template.
 Process Discovery Upload help user to upload GPS file into Process Discovery Server.

 Repository: The Epiplex500 repository represents a set of Epiplex500 related folders where you can
save the Epiplex500 knowledge objects, author files, and packed files that are generated from
Epiplex500 products and utilities. You can create multiple repositories and switch between them.

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Launch Epiplex500

The steps to launch the Epiplex500 Home screen are:

 Click Start, point to ProgramsEpiplex500 and click Epiplex500 Home. The Epiplex500 Home
screen appears. This screen provides a unified interface for accessing the Epiplex500 suite of
products.

Figure 1 – Epiplex500 Home

Capture
The Epiplex500 Capture allows you to record the user actions performed on an application. In addition, you can
also choose to capture audio-video for each of the user actions. The steps required to create a process file are
briefly described here.
The following procedure guides you to create a Capture file. You can also use the following steps to record on
any application supported by Epiplex500.
The steps to capture a process are:
 Click the Epiplex500 Home icon. The Epiplex500 Home screen is displayed.
 To capture a process, type a name for the capture in the Enter a new file name or select from list field.

 Click to start capturing. The home screen is hidden and a green Epiplex500 icon is seen
in the system tray.

Figure 2 – System Tray

 You can add note, define validations, input data and exceptions while capturing.
 Open the application on which you want to capture and click the title bar of the application window. All
the actions you perform on the application are now captured.

 After you complete the capture, click the icon in the system tray to pop-up the menu and click
Save.
 Type the required information in the Properties dialog box.

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 Click Save. The capture file is saved.

 You can also capture a process with audio-video or a screen video. The pre-requisites for the Audio-
Video capture are Web-Cam or a microphone.

The steps to capture an Audio-Video are:

 Click the Capture & Develop tab in the Epiplex500 Home screen.
 Click Change Capture Settings. The Capture Settings dialog box is displayed.
 Select the Allow Audio-video capture check box to capture a process with audio-video.
 Select one of the following options:
 Capture Audio
 Capture Audio-Video

 Similarly, you can capture a Screen Video by selecting the Screen Video option.
 During a capture, you can add a note, define validations, input data and exceptions to make the capture
more informative. The SME adds the note to provide any extra information to the developer.
 You also have an option to secure the data on certain controls in the Preferences. This helps to protect
the sensitive data from being captured. These topics are covered in the online help and you can access
them by clicking the Help icon.
 You can define Validations and Prerequisites, Input data and Process Exceptions while capturing .
 You can also set desire preferences for capture file.

Set Preferences for Capture

On the Epiplex500 Home screen, the Change Capture settings link allows you to define preferences for
recording. The Epiplex500 can capture the user interaction on the work ing applications with ‘one click’
installation and provide flexibility to capture on full screen, full screen without Taskbar, active window,
document area or to set the area manually on the application that you want to capture.
The Capture Settings screen contains the General, Hotkeys, Sentences & Security, Application Filter, and
Summary tabs.

Adding Screen Narrations

Screen Narration allows Subject Matter Expert/Process Expert to describe a screen element using Region,
Callout Description and Audio. This allows SME/PE to add additional information about the screen that
can be described in detail, which is quite essential in activities such as Process Transitions and Knowledge
Transfer (KT). Process capture is paused at the time of screen narration to avoid capturing Noise steps
during process transitions/KT time.

Review Narration – Process Narration can be opened in the Process editor for review and fine tuning.
SME/PE can insert additional information if required in the description or add/modify/delete audio also.

Secure Sensitive Data on Image

The Secure Sensitive Data on Image helps in secure sensitive data automatically and store them as
default rules to reuse in subsequent process captures. User can also restore the original images that is

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used while capturing. If ADS has masked any wrong field or wrong area in an images, user can click on the
Restore original Image form Backup or Restore original Image from Process Editor for marked Region to
save the original image and mask the correct area while reviewing.

Figure 3 – Secure Sensitive Data on Image

Create Bot

Epiplex500 provides the capability to convert an Process capture file into the Bot Project of Major RPA
Vendors such as Blue Prism, UI Path Studio, Pega System and Automation Anywhere. The created Bot
project can be opened/imported into the respective RPA tool for playing back and adding additional
business logic if required.

Figure 4 – Create BOT Script

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Process Editor (Edit Captured Process)

The steps to edit a process are:
 In the Epiplex500 Home screen, select a capture file that you want to edit and click Edit or double click
the capture file. The Process Editor screen is displayed.
 All the captured steps with their actions, step icons (mouse, keyboard, note or system outcome) and
their respective images will be displayed.
 The captured steps will be displayed in a grid on the left.
 The date (mm/dd/yy) and time (UTC-Universal time) of the step image capture is displayed at the
bottom in the Process Editor.
 The associated image for the selected step will be displayed on the right. The image captured before the
user action is seen in the Before tab and the image captured after the user action is seen in the After
tab.
 You can cut, copy, paste and delete the captured steps. You can also import, insert or append steps in a
process file. In addition, you can highlight multiple areas in a step image and add tacit knowledge to it.
 You can also mask multiple areas which contain the confidential data. Use the Edit menu to perform
these editing functions.
 You can select the desire pane of screen from view menu. The Process Editor comprises the following
panes:
 Image Pane: The Images pane displays the steps with the corresponding images. The process
captured is displayed as a hierarchy of steps. The image pane displays the images that are associated
with the steps.
 Step Pane: The Steps pane is displayed at the left side of the Process Editor window. The steps are
grouped based on a specific application. The steps appear in a hierarchical manner. The group step
is displayed first and then its associated steps are displayed below it. To view the steps in the group,
click to expand details. To collapse the steps click ..
 Step Description Pane: On the Description pane, you can edit and change the format of step
description with the available options.
 Step Properties Pane: A process file can be edited after you have captured an event. The Properties
pane describes the current step description that can be edited or formatted.

Figure 5 – Process Editor

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 You can replace the control name in a user action step and window caption in a system outcome/cluster
step.
 Select Edit and click Preferences. The Preferences dialog box is displayed.
 This dialog box lets you define the preferences. For example, you can choose to specify the sentence
structure and sentence style. You can also define additional preferences.

Figure 6 – Preferences

 Use the playback controls at the bottom of the screen to playback steps of the captured process in full
screen mode.
 You can edit properties in a process file. You can define an Alias Name, change data, or add shortcut
keys. In the View menu, click Properties to edit the corresponding column values.
 You can also edit the sentence description through the Step Description dialog box. The text entered
gets simultaneously updated for the step. In the View menu, click Step Description.

Process Summary
The Process Summary contains the time matrix, automatability %, key process parameters (KPP) of the process
file and details time matrix can be found in the process activity details.
Given below are the detailed explanation of each item:
 Navigate to the File menu and click on Process Summary.
 A Process Summary window appear on the screen with the appropriate process details.
 It shows the following details:
 Total Capture Duration: Displays the total time taken to complete the process capture from start to
save.
 Process Activity Details:
 Total Process Duration: Aggregate of the Process Step time, Noise Step time and Think Time.
 Process Step: Total of each step time excluding the Think time and Process idle time.
 Noise Steps: Aggregated noise step time.
 Think Time: Aggregate of time taken above the process time to perform the step.

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Figure 7 – Process Summary

 Total Idle Time: Sum of System Idle time, Idle time between process step, Expert knowledge Input,
Excluded application time.
 System Idle: Total time the user was idle due to system lock/unlock.
 Idle between Process Step: Total time user has taken above the process step time and think
time.
 Expert Knowledge Input: Displays the input duration.
 Exclude Application: Total time user had taken to Input the expert knowledge such as
validation, audio recording, information step insertion etc.
 Exclude Application List: List of excluded application and time user has spent while doing the
process capture.
 Key Process Parameters: Key process parameter includes the automatability % of the process,
complexity of the process, average handling time, time to create bot, error %, time to competency.
Note: Process Duration = Capture Duration - (Tacit Duration + System Idle Duration + Process Idle
Duration)

Finalize Captured Process

To develop the knowledge objects such as documents and Simulation (Simulation), the Capture files need to
be converted (finalized) to Developer files (.efx). The Developer editor helps you to generate these
knowledge objects from the .efx files.
The steps to finalize a Capture file are:
 In the Epiplex500 Home screen, select a Capture file and click Finalize.

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Figure 8 – Finalizing of Process

 The Finalize settings dialog box is displayed.

Figure 9 – Finalize Settings

 Select a file from the Output drop-down list. The target applications on which the process file was
recorded on is displayed in the Applications Included box.
 Enter the other preferences and click Finish. The capture file is finalized and Developer file (.efx) is
created and displayed in the Develop tab.

Figure 10 – Finalized window

 Select the file and click Edit. The file opens in the Developer Editor.

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Developer Editor
Developer Editor is an authoring tool used to create knowledge objects or content. Developer Editor allows you
to use capture files (.gps files) to create Developer files (.efx files). These Developer files have to be used to
generate knowledge objects. Epiplex500 provides an easy and simple way of generating documentation for
training purpose.
The Developer Editor plays a pivotal role in the generation of documentation and simulation. The Capture file is
converted into Developer file (author file). You can edit the Developer file to meet your requirements. After you
edit the Developer file, you can generate the documentation.
The Step properties window displays the properties for the selected step. The Step properties window helps you
to:
 Edit the step description.
 Record or attach an audio for a step.
 Change an event.
 Add notes for the Simulation
 Define step category (Required, Optional or Conditional) for the document.
 Set equivalent events.
 Attach and Play Screen Video.
 Attach and play audio.
 Attach Callout Audio
 Test Data
 Convert text to speech.
 Modify the Annotation Properties.
 Specify step transition delay for steps.
 Set Step Duration.
 Define Step Weightage.
 Include or Exclude a step from Simulation.
 Set Input Data.
 Edit Annotation
 Set/Reset Callout Sequence.

Figure 11 – Developer Editor

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 To access the Step Properties window, click the Step Properties dialog box seen on the right. In case the
Step Properties window is not visible, in the View menu, click Step Properties, or press F4.
 The Draw menu lets you add or modify the regions for the selected step. It also allows you to add a
callout, sticky note or a rollover to the step.
 With the Edit menu you can perform the following edits:
 Cut, Copy, Paste, Delete steps.
 Replace, Crop, and Edit images.
 Import steps from a capture file or Developer file.
 Insert mouse, keyboard, system outcome, info, cluster, workflow, section and assessment step.
 Manually insert sections in the document.
 Insert Process Exception.
 Group and Ungroup selected steps.
 Redraw Control Image.
 Find Steps.
 Replace Screen Caption and Control Name.
 Edit Validations and Prerequisites
 Edit Process Exception
 Define preferences.
 Manage Templates.

 For more information on the editing capabilities, refer to the Developer Editor online help.
 After editing the file, In the File menu, click Save. The Save dialog box is displayed.
 In the Filename text box, type the name. Click Save.

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Generating Knowledge Object

You can generate Epiplex500 knowledge objects such documents in various formats, HTML5 Simulation
(simulation) in show, guide and test mode, cue card and video.
Generate Document
 To generate a document, in the File menu, click Generate Document. The Generate Document
wizard is displayed.

Figure 12 – Generate Document

 In the wizard screen, choose the type of document, and select a template.
 To select a template, click Change. The Template Management dialog box appears.

Figure 13 – Template Management

 Click on New and click Create Blank and the Document Template Registration wizard appears.

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Figure 14 – Document Template Registration

 Select the preferences you want for the document such as content, image settings, and callouts.
Click OK.
 Click Generate. The document will be generated and then you can choose to view it.
 For further information on creating your own templates, please refer to the online help.

Generate Simulation
 To generate HTML5 Simulation, in the File menu, click Generate Simulation. The Simulation Wizard
is displayed.
 In the wizard screens, select the template, load and save settings to generate Simulation. Also
choose the content, cue card options, cursor speed and other options.
 Click Finish. The Simulation is generated and can be played back.
 The layout for the Simulation is based on the template that you have selected.
 You can also generate cuecard and a video.

Figure 15 – Simulation Wizard

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Workflow Editor (Creation of Workflow)

Real life business processes are non-linear and complex. We can integrate these complex business processes
into linear and end-to-end processes. The Workflow Editor is a graphically rich process modeling UI and provides
the user with the means of interacting with the objects in a highly intuitive manner. It is designed to create a
workflow in the business process where it gives an outline idea of how a process works. The workflow helps the
learner to understand the steps that are involved in the process. It also helps to visualize how each of the steps
work together with other steps or external content by navigating within the same process.
The steps to create a workflow are:
 In the Epiplex500 Home screen, click Workflow. The Workflow Editor main screen is displayed.

Figure 16 – Workflow Creation

 You can use different objects (shapes and connectors) to create a workflow.

Figure 17 – Workflow Editor

 To create a workflow for a process, in the Shape pane, click the shape and drop it into the grid based
workspace.
 In the Tool Tip Text pane, you can add a tooltip to the shape.

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 Connect the shapes with the help of the connectors.

 Add a variety shapes and connectors to your workflow and change its look by selecting the background
color, outline color, width and different styles and borders.
 With the help of formatting options, you can rotate, align, position, group, ungroup and resize the
object.
 To save the workflow, in the File menu, click Save. The workflow is saved as a *.wfx file in the
Repository.
 You can open the saved workflow from the Developer and Presentation Editor and attach the content,
process steps and URL to the workflow objects. See the Workflow Online help file for more information.

Presentation Editor (Create Web Content)

With the Presentation Editor, you can integrate offline content that is created with Epiplex500 or an HTML
page/file created without Epiplex500. The presentation created supports the Simulation interface and provides
an easy way of navigating between the content.
The steps to work with Presentation Editor are:
 In the Epiplex500 Home screen, click Presentation. The Presentation Editor screen is displayed.
 You can create groups and add pages to the group in a hierarchy. You can add content to the group and
pages.
 After you add groups and pages, in the Group/Page Properties pane, you can link each page or group
with HTML documents, Simulation, image files, workflow, assessments, and URLs.
 Attach or create workflow with rich shapes and add captions and descriptions to it. You can also insert a
hyperlink to a workflow object that points to a page, URL, or to external content.
 Save the presentation file.
 On the File menu, click Generate Presentation to generate a HTML presentation.
 A report is displayed on completion of the generation process. Click OK to launch the presentation in a
browser.

Figure 18 – Presentation Editor

 The generated presentation output displays the content in a hierarchical manner based on the template
you select.
Note: You cannot attach audio to a group or page that contains Simulation.
 For more information on the Presentation Editor, read the online help.

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Assessment Editor
The Assessment Editor allows you to create and schedule tests for learners in different categories and levels.
The Question Bank helps you to create specific topics/section and add questions to these topics or section. Each
topic/section can have multiple questions.
These questions are unique and cannot be duplicated. The question bank supports the following types of
questions:
 Multiple Choice- Single Answer
 True / False
 Multiple Choice- Multiple Answers
 Match the following
 Fill in the blank
 Hotspot
For example, the author can add a Hotspot question by defining the correct area in an image by marking with a
rectangle, or oval shape. While taking the assessment, the learner must click the correct area within the image.
With these questions, you can create multiple tests for the learner. Additionally, you can define Properties for a
test. The summary of the complete test is displayed in the test view. It displays the total number of questions
under each test, the total marks and the passing score. After you define the test, you need to generate a test.
This is saved as a ‘*.html’ page.
The procedure to create a test is:
 Create topics and add questions to the topics.
 Create section and add questions to the section.
 Create a test and add questions to the test.
 Specify properties of the test.
 Generate the test.
 Reports are generated after the learner takes the test. The score is also presented to the learner. The
score can be stored in a server after registering the test with ECMS Server.
To launch the Assessment Editor
 On the Epiplex500 Home screen, click Assessment. The Assessment Editor window is displayed.

Figure 19 – Assessment Editor

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Create a Topic
The steps to create a topic in a question bank:
 Click the Question Bank tab.
 In the File menu, point to New and click Topic. The Topic is added with the default name New Topic.
 Type the name of the topic in the box. The topic now appears on the Question Bank with the given
name.

The steps to add questions to the topics in the question bank:

 Select the topic to which you want to add the question.
 Click New Question. The Question dialog box is displayed.

Figure 20 – Question

 Select the Question Type and set the other preferences for the question and the corresponding
options.
 Select an option under the Difficulty Level.
 Click Save. The question is seen added to the Question tab.

Define a test
The steps to define a test are:
 In the Test tab, click New Test.
 Type a name for the test in the text box.
 Click the Add Questions. The Add Question dialog box appears.

Figure 21 – Add Question

 From the list of questions, select the question you want to add to the test and click Add to Test. The
question is added to the test.

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Properties and Test generate

The steps to specify properties are:
 Click Generate Test in the File menu. The Test Properties dialog box appears.
 Now you need to specify marks, assign the passing score and other properties required for your test.
 After you set the properties, click Generate. The test is generated as HTML file.
 The test that you have created can be hosted on a server and accessed by multiple learners or can be
distributed as stand-alone tests. Tests can also be associated as a Presentation object in the
Epiplex500 Presentation Editor. The result of the test can be stored in a server at any point of time.
 You can choose to create multiple tests for the learner. See the online help for more information.

Process Automation
Process Automation is an approach to reduce cost and time by performing a process without human
intervention. It enables recording a process consisting of certain steps and saving them and then and then
playing back the same as required after customizing. RPA Project Editor enables you to author an automation
script from one or more processes recorded as capture files (*.gps). It also enables you to apply programming
constructs, such as conditional branching and looping for processes. You can add additional scripts authored by
yourself as well.
The steps to automate a process is:
 On the Epiplex500 Home icon, click Automation.

Figure 22 – Process Automation Home Screen

 The Process Automation (RPA Project Editor) is displayed.

 Click New. The Create New Project dialog box is displayed.
 Type in new automation project name and click Create.
 You can insert appropriate objects and scripts to customize your automation project.

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Figure 23 – Created Project

EPSS Author (Create Context Maps)

You can create context maps from Epiplex500 capture files or knowledge objects. The context maps can be
published to the EPSS Workspace Server. With the help of EPSS Workspace Server console, the admin can assign
the context maps to the user groups. While the user works on an application, the EPSS Workspace Client can
query and display tasks and the associated Knowledge Objects that are context sensitive to the active
application or dialog box. The EPSS Workspace Client uses Intelligent Dialog Technology (IDT) to deliver context
specific support to the user by making Epiplex500 Knowledge Objects and other content files available.

The EPSS functionality is described as:

 EPSS Author allows you to create Context Maps that link the Epiplex500 Enterprise Knowledge Objects
and other Content to support context specific help.
 EPSS Workspace Server: With the help of EPSS Workspace Server console, the admin can create users,
group, and assign users to the group. The admin can configure the EPSS Workspace Client settings and
decide the process by selecting which user or user group should receive tasks at a particular time. The
admin can assign the application issues reported by the workspace users to the respective SME and in
turn provide the solution to the users. This ensures that a user performs the tasks in the application in
the right order and is also aware of the change.
 EPSS Workspace Client that resides on the client system can access the Context Map and Content files
from the EPSS Workspace Sever based on the configuration made by the admin of the user group. The
EPSS Workspace Client matches the current context (interacted dialog or URL) in the user system with
the Context Map info and delivers the appropriate Knowledge object.

Deploying the Knowledge Objects is a three-step process

 Author creates the Context Maps and links the Content files in the EPSS Author.
 These Context Maps have to be published to the EPSS Workspace Server. The EPSS Workspace Server
stores the Context Maps and the related Content files in the respective folders of the Repository.
 EPSS Workspace Client needs to be installed and configured on the client computers. This is required to
contextually access the Knowledge Objects from the EPSS Workspace Server.

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Context Maps Creation and Link Content Files

You need to have a process file or Epiplex500 Content files. These files should contain tasks for which you
intend to display context sensitive help.
Steps to map context files:
 On the Epiplex500 Home screen, click the Contextual Knowledge to launch EPSS Author. The EPSS
Author screen is displayed.
 To generate a new context map, in the File menu, click New. The Context Map Generation dialog
box is displayed.

Figure 24 – Context Map Generation

 Choose one of the following:

 Select Epiplex500 Content to generate a context map using Content files.
 Select Capture file(s) to generate a context map using the capture files.

 Click Continue. The Select Capture window is displayed.

 Click OK. The Context map is generated.

Figure 25 – Context Map Generated

 Now you need to save the file. In the File menu, click Save. The Save dialog box appears. Type a
name in the File name text box. Click Save.
 You have now created and saved your Context Map.

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Publish Context Maps and Content files on EPSS Server

In the previous section, you learnt how to create a Context Map. Now you need to place the Context Map
and the corresponding Knowledge Objects in the repository of your EPSS Workspace Server computer. You
can publish the Context Maps and the corresponding Content files to the EPSS Workspace Server.
From the EPSS Workspace Server console the admin can create users, groups and assign users to the group.
The admin can define the EPSS preferences and associate the context map files (. ecf) to the required user
group.
While the user works in an application, the EPSS Workspace Client can query and display tasks and the
associated Knowledge Objects that are context sensitive to the active application or dialog box. This can be
accessed when the Context Maps and the corresponding Content files are mapped to the target application
using EPPS author and this mapped .ecf file should be assigned to the respective user group by the admin.

Using the EPSS Workspace Client, the user can access tasks for which he requires assistance.
 EPSS Workspace Client launches Content files automatically when the user is accessing a dialog box
or a Web page.
 The EPSS Client window displays the tasks, or knowledge objects in the live cue card that are specific
only to the active window. The active window may be a dialog box within an application or the main
window of the application
 The live cue card helps to track the steps that the user performs. In the live cue card tracking
system, the steps that are performed by the user are marked with the check mark and then highlight
the next step that the user has to perform.

Accessing Context Sensitive Knowledge Objects

The EPSS Workspace Client window displays the tasks and Knowledge Objects that are specific only to the
active window. The active window may be a dialog box within an application or the main window of the
application.
Steps to access context sensitive knowledge objects:
 Right-click the EPSS Workspace Client icon in the taskbar and choose Workspace Items to display the
tasks. You can also choose to search for a particular task using the Search Tasks option. The EPSS
Client window displays all the relevant tasks. You can search for tasks based on an Application,
Dialog box and Task.
 Select the required task.
 For more information on creating and launching the EPSS files, please refer to the EPSS Author, EPSS
Workspace Client and EPSS Workspace Server Help files.

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Utilities
The Epiplex500 Capture and Developer include the following utilities:
 Pack Utility
 Sentence Generator
 ECMS Registration Utility
 SCORM Utility
 Batch Content Generator
 Template Editor
 Process Discovery Upload

Pack Utility

The Epiplex500 Pack Utility helps you to pack one or more Epiplex500 files and its dependent files into a
single file. You can even secure your packed files by providing a password. Thus, it makes it easy for
Epiplex500 Developers to share and distribute the secured Epiplex500 files via the mails.
The Utility also supports the unpacking of a packed file.
To launch the Pack Utility:
 On the Epiplex500 Home screen, click UtilitiesPack Utility.
 The Pack Utility dialog box is displayed.

Figure 26 – Pack Utility

With the Epiplex500 Pack Utility, you can:

 Pack a Capture file
 Pack Developer (Author) file
 Pack a Workflow file
 Pack a Context map
 Pack a Project Editor file

Please refer to the Pack Utility online help for more information.

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Sentence Generator

The Sentence Generator helps you to define sentence structures and formats. The Epiplex500 editors use
these sentence structures and formats. It can also be exported to other users who can use them.

To launch Sentence Generator:

 On the Epiplex500 Home screen, click UtilitiesSentence Generator.
 The Sentence Structure: English – Microsoft Style Guide dialog box is displayed.
 For detailed information, refer the Sentence Generator Utility online help.

Figure 27 – Sentence Structure: English – Microsoft Style Guide

ECMS Registration Utility

The user performance and result of the Epiplex500 contents can be evaluated through the ECMS
Registration utility. This utility enables you to register Epiplex500 contents such as Simulation, workflows,
documents, SCORM files, other files and assessments to the ECMS server. You can also launch the registered
Epiplex500 contents and start using them.

To launch the ECMS Utility:

 On the Epiplex500 Home screen, click UtilitiesECMS Registration Utility. The ECMS Registration
Utility window appears.
 All the generated content files (Simulation, documents, workflow, assessments and SCORM files) are
listed in the ECMS Registration Utility. Before you register the contents:
 Click Authenticate.
 Provide the ECMS server URL in the ECMS Server Settings screen and click Validate. The server URL is
validated.
 Select an option (Domain User or User profile) to register the content. These authentication types
are used to confirm the identity of a user, and to identify the client to the network.
 Select the assigned project and group and then register contents to the project.
 Double click on a particular content, to launch the content.

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Figure 28 – ECMS Registration Utility

SCORM Utility

This utility helps to make your Simulation, Presentations and HTML projects ADL’s SCORM compliant. This
helps the Epiplex500 components to be integrated with the Learning Management Systems (LMS) easily.
Currently, Epiplex500 learning content files support versions SCORM 1.2 and SCORM 2004 3rd edition.
To launch the SCORM Utility:
 On the Epiplex500 Home screen, click UtilitiesSCORM Utility.
 The Batch Mode SCO Generation dialog box is displayed.
 The following HTML knowledge objects can be made SCORM compliant:
 Simulation HTML knowledge object
 Assessment HTML knowledge object

Figure 29 – Batch Mode SCO Generation

 The SCORM compliant knowledge objects can be reused and exchanged across different platforms
in a convenient way. For detailed information, refer the SCORM Utility online help.

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Batch Content Generator

The Batch Processing Utility helps you to generate multiple contents from a single EFX file or multiple EFX
files. You can create multiple contents of different types. The content can be generated with the saved
settings of documents or Simulation. You can also merge the content with the help of this utility.
To launch the Batch Content Generator utility:
 On the Epiplex500 Home screen, click UtilitiesBatch Content Generator.
 The Batch Processing screen is displayed.

Figure 30 – Batch Processing

Select one of these options:

 Generate content: To generate the documents (simulation files) in batch mode. You can load the
task for the saved settings and also save the task that you have created. Additionally, you can
generate the batch documents with the documents or Simulation images.
 Merge Documents: To merge the required documents. You can load the merge documents lists for
the saved settings and save the task that you have created.

Template Editor

Template Editor is an epiplex500 module that enables you to customize various Simulation template
options. You can open Simulation template in Template Editor. If you open Simulation template in Template
Editor, then various options are displayed. You edit various options of the Simulation template while
monitoring it visually. You can also see a preview of it. Finally, you save the template. It is now ready for use
in generating Simulation from Developer Editor.
Steps to launch Template Editor are:
 On the epiplex500 Home screen, navigate to the Utilities and click Template Editor. Template Editor
is displayed.
 Blank window of Template Editor is displayed, when launched for the first time. A text “Template
Not Loaded” is displayed. You are required to open a template next.

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Figure 31 – Template Editor

Primarily there are three aspects of Simulation template. It contains configurations regarding:
 Structure
 Look and Feel
 Playback Behavior

You can edit various settings regarding these three categories. A template edited and configured in
Template Editor can be used in both Developer Editor and Batch Content Generator for generating
Simulation.
The structure of Simulation template typically means how various modules in a template are organized.
These type of configurations include whether HOME and MODE pages are included in the template, whether
it is common Left to Right oriented template or else a Right to Left oriented template used for Hebrew,
Arabic, Persian, Dhivehi, Urdu etc. languages written from right side to the left direction. Again for example,
template settings may also depict about what are the browsers supported for media (audio / video) files,
what is the file format for step images (*.JPG or *.PNG) etc.

Process Discovery Upload

Epiplex500 Process Discovery automatically captures all the process variations and the tacit knowledge of
the expert users which helps in making automation recommendations by automatically generating
Workflow which results in seamless deployment and accelerated implementation of BOT's for your RPA
Implementations.
Process Discovery Upload help user to upload GPS file into Process Discovery server.
Follow the below steps to upload GPS files.
 In the Epiplex500 Home screen, navigate to Utility tab and select Process Discovery Upload.
 Login to the Process Discovery Client with desire credential. The Process Discovery Client home
screen will displayed.

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Figure 32 – Process Discovery Upload

 Select appropriate Project, Group and User, where the GPS file need to be uploaded. A list of
available files will be displayed on the screen.
 Select the desire GPS file.
 Click Upload. The uploading file status will be appear on the screen.

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File Icons for Epiplex500 Files

The following table describes the file icons for the Epiplex500 files.

File Extension and Description Icons

efx - Developer editor file

exz - Packed Developer file

epe - Presentation Editor file

wfx - Workflow file

wfz- Packed workflow file

gps - Capture file

gpz - Packed capture file

ecf-Context map file

ecz-Packed context map file

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Repository
The Epiplex500 Repository represents a set of Epiplex500 related folders where you can save the Epiplex500
knowledge objects, author files, and packed files that are generated from Epiplex500 products and utilities.
By default, the Epiplex500 installation in Windows XP SP3, will create the Local Repository in X: \Program
Files\Epiplex500\epiplex\ where X is the hard disk drive on which Epiplex500 is installed. The template and other
settings files are located in C:\Documents and Settings\All Users\Application Data\epiplex500 folder.
By default, the Epiplex500 installation in Vista onward will create the Local Repository in
C:\Users\Public\Documents\Epiplex500\Repository. The template and other settings files are located in
C:\ProgramData\Epiplex500 folder.

The steps to create multiple repositories:

 Click Repository in the Epiplex500 Home screen.
 Right click on the screen of the Local tab and point to Display File type and then select to view the
required Epiplex500 file type.
 Select the Current Repository hyperlink at the bottom of the screen in the Local tab, to directly view the
Epiplex500 folders and its associated files in the currently active local repository folder.
 You can create multiple repositories and switch between them. To do this, navigate to Settings on
Epiplex500 Home Screen and click Local Repository. The Local Repository Settings screen is displayed.

Figure 33 – Local Repository Settings

 In the Repository section:

 Enter the name of the repository in the New Repository Name text box.
 Click Browse and select the path for the repository. The path that you select is displayed in the
Repository Path text box.
 Click Add to add the repository. Repeat the steps to add multiple repositories if required.
 Select Use lower case and replace space with underscore in capture file checkbox. This feature is useful
in scenarios where the Epiplex500 output files are hosted on another platform, where the file names are
case sensitive and rigid.
 In the Available Repositories section, select the repository to make it active to save all the Epiplex 500
content files.

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 Click Apply.
 Additionally, if you want to delete a repository, select a repository which is not active, right click the
repository name or the path, and click Delete Repository.

Managing of ERMS Files

The Enterprise Repository Management System (ERMS) is a browser-based application that facilitates
collaborative authoring and configuration management of Epiplex500 Enterprise Knowledge Objects and
Epiplex500 Enterprise author files. The ERMS does this with a centralized repository.

Enable collaborative authoring from ERMS

Log on as Administrator
 Open the Microsoft Internet Explorer.
 Type the URL for ERMS. The Enterprise Repository Management System login page opens.

Figure 34 – Enterprise Repository Management System

 Type Administrator in the User ID box.

 Type password in the Password box.
 Click Login. The Enterprise Repository Management System Home page opens. The menus listed on
the menu bar at the top of the page help you perform ERMS Admin operations.
 The Administrator home screen is displayed. The administrator has the privileges to do the following
tasks:
 Create and edit user profiles.
 Create and edit groups.
 Create and edit repositories.

Create a User
 In the ERMS screen, click the Users menu. The Users screen is displayed.
 Click New. The Create a new User screen is displayed.
 Type a User ID, First Name, Middle Name, Last Name, Email address and Password. The password
needs to be retyped in the Confirm Password box.

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 Click Create. The user is created.

 Click Close to return back to the Users screen

Create a Group
 On the ERMS screen, click the Groups menu. The Groups screen is displayed.
 Click New. The Create a new Group page is displayed.
 Type the Group Name and Group Description.
 Click Create. Associate users to the group.
 Click Close.

Create a Repository
 On the ERMS screen, click the Repositories menu. The Repositories screen is displayed.
 Click New.
 Type a name for the repository in the Repository box. Type just the Repository name. Do not type
the complete path.
 Select a User as a Repository Manager in the Repository Manager box.
 You can edit the Email template or retain the default email template. You need to click Edit the E-
mail template.
 You may import Properties, Access Rights and Workflow definitions from an existing Repository to
the new one.
 Click Create. The newly created repository along with its path and the associated Repository
Manager is displayed in the list.
 Now you need to log on as a Repository Manager to assign access rights and perform other ERMS
functions.

Log on as Repository Manager

 On the ERMS login screen, type the User Name assigned as the Repository Manager in the User ID
box.
 Type the password in the Password box.
 Click Login. The ERMS Repository Manager screen is displayed.
 The Repository Manager can do the following tasks:
 Assign users to groups: The repository manager can assign users to a group. The files
comprise of the access rights that determine the access permissions to the users. To access
files, the users should belong to a group. Individual users cannot access the files.
 Assign access rights to a file: The repository manager has the privilege to assign access rights
to files in a repository. These access rights determine whether the user can access the file to
check in or checkout in the ERMS. Access rights can be assigned to groups and not to
individual users.
 Define properties for a repository: The properties of a repository define the attributes of files.
Some properties are built-in and you can create new properties.
 Create workflows: Workflows help to track the progress of work and communicate status of a
file through e-mail notifications.
 Publish files from ERMS to EPSS: The repository manager can publish files from the ERMS
server to the EPSS server. This helps to make the context sensitive help available to the users.

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Enable collaborative authoring and Developer Editors

ERMS can be accessed from the home screen as well as from any of the Epiplex500 Capture and Developer
editors. You need to configure ERMS settings to access the ERMS.
 This requires certain prerequisites:
 ERMS must be installed on your server. This is necessary to store all the Epiplex500 files.
 You also require:
 A User Name created in the ERMS.
 This user should be linked to a Group.
 The group should be associated to a Repository. The Repository should have Write access
rights defined.

 Please contact your System Administrator for creating a user and group and assigning rights.
 The Epiplex500 Enterprise Editors allow you to access ERMS and perform specific functions like:
 Check in a file
 Check out a file
 Get a file
 Delete a file
 Add Comments to current file

 You are required to configure the ERMS location in the ERMS Settings dialog box. This allows you to
access ERMS from the Epiplex500 Capture and Developer Editors.

Configuring ERMS path

To set the ERMS path in the ERMS Settings dialog box:
 On the Epiplex500 Home screen, navigate to Settings and select ERMS Repository. The ERMS
Settings dialog box is displayed.
 Type the URL of the ERMS in the Application URL text box.
 Type the Username and Password in the respective text boxes. Select the Use Domain
Authentication check box if you have Windows authentication enabled on the ERMS server.
 Select the repository to be set as the default repository from the Current Repository drop-down list.
 Click Edit Profile to make changes in the ERMS user profile.
 Click OK and click Save and Close.
 By default, on Windows 7 and Vista operating systems, the Epiplex500 local repository will be
installed in the folder Current Drive:\Users\Public\Documents\Epiplex500 and in Windows XP, by
default, the Epiplex500 local repository is installed in the Current Drive: \Program
Files\Epiplex500\epiplex. Here you can find all the files related to the product and the content you
generate.
Note: Since Microsoft has stopped support for windows 7 we can't provide any fixes for system
related issues.

Accessing ERMS from the Epiplex500 Capture and Developer editors

 On the File menu, click ERMS.
 Click any of the following submenus to perform the respective ERMS functions:
 Check in a file
 Check out a file
 Get a file
 Delete a file
 Add Comments to current file

 The ERMS Login screen is displayed.

 Enter your logon name in the User ID box. Here you have to type in your User name.

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 Enter password in the Password box. Here you have to specify the password defined for the User
name.
 Click Login. The Enterprise Repository Management System page is displayed. The instructions to
perform the ERMS function are displayed on each of the screens.
 ERMS has two additional features that help you open a file that you have selected in the ERMS
directly in your editor. These menu commands are seen in your File menu.
 Please read the online help specified in Epiplex500 Capture and Developer for more detailed
information on ERMS.

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Contact Information
You can contact our customer support or technical support for any further queries, suggestions and feedback
about epiplex500 product.
Note: Please refer to the online help files, in case you need more assistance in each of the epiplex500 modules.

Customer Support:
Visit us online at https://epiplex500.com
Email us at [email protected]

Technical Support: (Helpline Number)

Epiance India/Asia Pacific Epiance Middle East/South Africa

+91 80 4178 5045 +27 105 009 785

Epiance Europe Epiance America

+44 203 514 0620 +16 46 568 6207

Epiance Software Pvt. Ltd About Epiance

Corporate Headquarters:
Epiance is the leading provider of enterprise software that helps companies manage their IT
Epiance Software Pvt. Ltd
driven business process transformations successfully. Our products deliver a combination of
Maruthi Towers, 9 th ‘B’ Main,
learning, performance support and process improvement capabilities that de -risk business
Ex-Chairman Layout, Banaswadi Main Road, change and increase productivity and performance.
Bangalore – 560043, India
Tel: +91 80 4178 5000 The copyright/trademarks of all products referenced herein are held by their respective
companies.

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