Evaluating Triaster

Purchasing a triaster systemClick on the question...

[fa icon="plus-square"] What licences are included with each Triaster system

Software licences are included with each Triaster system as follows:

Purchase table



[fa icon="plus-square"] Are Triaster licences perpetual or term licences?

Triaster licences are term licences, which last for the period of the licence purchased.



[fa icon="plus-square"] What is the minimum term of a Triaster licence?

The minimum initial term for each of the licences is 3 months. Additional licences can be purchased for a minimum of one month, provided there is no lapse in licence.

Volume price discounts apply for licence terms of 12, 24, 36 and 60 months.

The typical licence term purchased is 24 months.



[fa icon="plus-square"] Can Process Navigator licences be transferred from one users to another?

Yes, Process Navigator licences can be transferred between users. The minimum usage period per user is one month.



[fa icon="plus-square"] Is there a fee for use of Process Library sites?

In the Start-Up system only one Process Library site (also called process sites) is licensed.

Standard and Professional system Process Libraries can contain as many sites as the capacity of the host server enables, without attracting any additional fee.

A process site is also unrestricted in the amount of content that the site contains, again subject to the capacity of the host server.



[fa icon="plus-square"] Does the number of viewers of a Process Library affect the fee charged?

No. There are no licence fees for Process Library users or viewers, so the number can be unlimited (though most customers prefer to restrict access to their own organisation for example, or to specific groups of staff).



[fa icon="plus-square"] Is there a fee for use of the Triaster Server?

No. There is no licence fee for a Triaster Server, so customers can use as many Triaster Servers as they want to according to the requirements they have.



[fa icon="plus-square"] Do host servers require a Triaster Licence?

No, Triaster customers may choose to host each Process Library on a dedicated server, or to store several Process Libraries on a single server. The Process Libraries are the licensed entities, not the server.

Please be aware however, that although there is no cost for a server, a server clearly incurs other fees and costs (for example Azure charges, or licence fees for on-premises servers that must be paid to Microsoft). Where Triaster incurs such charges on the customer’s behalf (for example when we host the server on Triaster’s Azure account), these charges are passed through to the customer at cost.



[fa icon="plus-square"] What services are offered with each Triaster system?

Triaster offer On-Boarding Services Packages for each of the 3 systems:

  • Start-Up
  • Standard
  • Professional

We also offer a range of additional professional services to meet a range of business requirements.

For detail on what is include in each of the On-Boarding Packages and the additional services Triaster offers, please click: Triaster Services



[fa icon="plus-square"] What can be achieved with the 'Start-Up' system?

The Start-Up system is a low cost, entry level system that is aimed at organisations looking for process mapping with basic process management.

The Start-Up system offers the ability to easily capture and publish process maps, and supporting content, to a secure website, to share with your audience. Please view Triaster's System Comparison to understand what features are available to use within the Start-Up system.



[fa icon="plus-square"] Who should purchase the ‘Professional’ system?

The Professional System delivers the ultimate Business Process Management system for organisations implementing business and continual improvement.

Organisations with an established process management culture, looking to implement an on-going programme of process improvement should purchase the Professional system.

The unlimited Business Analysis Process Libraries, allow process optimisation modelling to enable differing scenarios for process improvement to be simulated, understood, analysed and compared – before the changes are implemented.



[fa icon="plus-square"] Why is the ‘Standard’ system the most popular?

The Standard system is our most frequently purchased system as is delivers a fully integrated business management system, with a governance framework and strong process control and automated review and approvals workflow.

For organisations without a requirement for detailed business analysis, this is the system mostly likely to meet your needs.



[fa icon="plus-square"] How much do each of the Triaster systems cost?

Each Triaster System is a bespoke mix of software licences and services, for an individually agreed period of time or term. Accordingly it is necessary to contact Triaster for a quote, in order for us to give you an accurate cost for a System which will meet you requirements.

However, you can get a good indication of the cost of each system by reading the following article:



[fa icon="plus-square"] How do I get a quote for a Triaster system?

Please contact us by clicking here or by calling +44 (0)870 402 1234.

We will discuss your business requirements and objectives and how the Triaster platform can best help you to achieve these.

Typically organisations undertake technical and commercial due diligence before committing to a full purchase.

Often the commercial and technical due diligence is performed during a 3 month trial (see the FAQ below "Can I trial the Triaster system?").



[fa icon="plus-square"] Can I trial a Triaster system?

Yes. Triaster offers 3 month trials of the Triaster Professional system.

Our 3 month trial delivers:

  • Professional system functionality (process mapping and hosted Process Library)
  • A choice of 1 of 4 Library skins or designs
  • 6 days training/consultancy as required

During the trial you will be able to:

  • Train selected users with process mapping and process improvement techniques
  • Perform technical, business and contractual due diligence
  • Evidence the decision to proceed with a Triaster annual agreement using Triaster functionality
  • Evaluate against any other requirements as appropriate

The cost is £16K (net of VAT and expenses).

If you are interested in learning more about the 3-month trial, please contact us.



[fa icon="plus-square"] How do I purchase a Triaster system?

A Triaster system is purchased by signing a Triaster Customer Order Form.

The Customer order form is supported by:

As part of their internal purchasing process, many organisations are also required to raise a Purchase Order (PO).



[fa icon="plus-square"] What are the Triaster licence terms?

A standard copy of the Triaster terms and conditions, known as the Triaster Master Agreement can be found here: http://www.triaster.co.uk/solution/Triaster_Terms_version_20160818.pdf



[fa icon="plus-square"] Do Triaster have an Escrow agreement in place?

Yes, Triaster have an Escrow agreement in place with the NCC Group, which customers can join at the cost of the base fee charged by NCC Group.



[fa icon="plus-square"] Do Process Library sites require a Triaster License?

No Process Library sites, also known as Process Sites, do not attract a licence fee, so a Process Library can contain as many sites as the capacity of the host server enables.

A Process Site is also unrestricted in the amount of content that the Site contains, again subject to the capacity of the host server.




About TriasterClick on the question...

[fa icon="plus-square"] Where is Triaster based?

Triaster's UK headquarters are located in Wallingford, Oxfordshire.

The registered address is:

Triaster Ltd
Fugro House, Hithercroft Road
Wallingford, Oxfordshire
OX10 9RB

Triaster USA's headquarters are located in Seattle, Washington.

The registered address is:

Triaster USA 
227 Bellevue Way NE
Suite 218, Bellevue
Washington 98004



[fa icon="plus-square"] Can I meet your customers?

Yes, we are very happy for you to meet our customers as part of your evaluation of Triaster. However, we do ask, in the interest of our customers’ time, that Triaster is at the preferred vendor status prior to doing so.

For more on this, please read the article:

Evaluating Business Process Management (BPM) Systems: Meeting our customers



[fa icon="plus-square"] Do you have customers based outside of the UK?

Yes, we certainly do.  

To date the Triaster platform has been largely implemented in English speaking countries such as the USA and Australia. However, many Triaster customers are global organisations and use the system across a wide range of countries.



[fa icon="plus-square"] Which industries does Triaster work with?

Triaster work with a number of different industries across both the private and public sectors, including Finance, Oil & Gas, Defence and Manufacturing to name a few.

Click here to read about some of our customers and how they are using the Triaster platform:

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[fa icon="plus-square"] How long has Triaster been in business?

Triaster has been trading since 1994, with a name change in 1995.



[fa icon="plus-square"] Does Triaster have a User Group?

Yes, there is a Triaster User Group.

All Triaster customers are automatically members of the Triaster User group and are encouraged to attend twice yearly user group meetings, hosted at customer sites around the UK.

For more information on the Triaster User Group, T.U.G. News and links to User Group Resources, please click here.





Implementing A TRiaster SystemClick on the question...

[fa icon="plus-square"] What is the process once I become a customer?

Once you have purchased a Triaster system our Customer Success Team will be in contact to help you install and activate the desktop software and introduce you to a Triaster Project Manager who will guide you through the on-boarding process.  

If you are on a Standard or Professional system your Project Manager will provide you with a project management plan and set up regular review calls to ensure that you receive support and guidance.

For more information on the Triaster implementation process, please read the following article:



[fa icon="plus-square"] How long will it take to go live with a Process Library?

In our experience you can go live with a small selection of processes within as little as 4 weeks, however this is very much dependent on your objectives and how much resource you have available to you. On average our customers aim to go live with some content within 3 to 6 months.

We advise customers to set realistic objectives and prioritise your content creation. We believe that you should go live in stages so that you start to see value in your investment in a short amount of time.

So, for example, you may have an overall objective of having processes for the entire business, however realistically it could take 12 months or more to capture this information. Our Project Managers will work with you to break your objective into smaller chunks. In this scenario we would suggest mapping one business area first, such as HR. You could then launch this content to the relevant people, start to gain feedback and then move on to the next business area.

For more information on this please read the article:



[fa icon="plus-square"] How much of the administration of the system can be done by the customers? How much administration work needs to be carried out by Triaster?

After the initial set-up, almost all of the administration of the system can be done by the Library Administrator (customer) except for changes to the homepage design or configuration changes to a Multiple Process Library architecture or disconnected server.



[fa icon="plus-square"] How much time do customers need to spend on Library administration?

The time spent on Library administration will be dependent on a number of factors specific to your organisation and project such as:

  • How many maps you have within your library
  • How often the maps will be updated
  • How much content is being created
  • How many process mappers there are

Triaster are committed to continually developing functionality that reduces the administration time taken, such as the Menu Page Editor, Data Manager and Configuration Settings features. However, to give you some idea of the time spent by existing customers on administration, it can range from 2 hours a week for a Start-Up system deployed by a small organisation, to 1 day a week (FTE equivalent), for a complex Professional system set-up.



[fa icon="plus-square"] How much time does it take to train up a Library Administrator?
Triaster recommend that Library Administrators go through all of the basic process mapping training, plus the Library Administrator training which equates to a total of 3-4 days, depending how it is covered and what features are being used.



[fa icon="plus-square"] What happens if my Library Administrator moves to a new role or leaves the company?

In the event of your Library Administrator moving to a new role, or leaving your organisation, Triaster recommend that you choose a suitable member of your team who has already had mapping experience to be trained up on the administration skills.

Alternatively you may need to identify or employ a new member of staff with a suitable skillset and arrange for them to be fully trained up on both basic and administration skills, to take on this role.



[fa icon="plus-square"] Can I brand my Process Library and maps with my corporate logo and colours?

Yes. Your process maps will be branded with your logo and corporate colours as standard.

You will have a choice of 4 pre-designed Library skins with the option to add a logo in the header area of your Library.

We also offer bespoke design of your homepage as an additional service, which most customers choose to purchase . Some great design examples can be found here: http://www.triaster.co.uk/showcase.php  



[fa icon="plus-square"] What are the design options for a Process Library homepage?

The Process Library homepage designed options are: Click or Hover. Generally if you love one style you will hate the other!

The Hover interface is a traditional web menu hierarchical structure that is controlled by moving your mouse over the navigation options. Top level options can be accompanied by an image.

The Click interface is a "scene by scene" based architecture. Users move through the 3 level hierarchy by clicking through a storyboarded customised environment.

To read more about the Click and Hover design options please click here.

You aren’t able to have a combination of Click and Hover, however there are options such as introducing a HTML page or having multiple Libraries with different designs.



[fa icon="plus-square"] Do you have any out of the box template business processes already mapped out?

No, not across the board.

Triaster have a fully demonstrable Process Library available. Please click here to view. 

This has an example set of processes which could be used as a template for some core business processes, such as HR, Finance and Support. These template processes can be made available to our customers once they come on board with Triaster and used as a starting point for them when they begin mapping their processes.

Triaster also have an ITSM Process Library which contains templates and supporting documentation for IT service management. Please click here to read more about Triaster's ITSM Process Library.



[fa icon="plus-square"] How much resource is required to populate a Process Library?

It is really difficult to answer this question with anything but, "it depends"!

However the following articles give a considered response, examining the dependencies in full:



[fa icon="plus-square"] Is it difficult to maintain the Triaster System?

No, it is very easy.

The Triaster system has been developed for use by business users not IT, so ease of use is fundamental.

The system has clear, intuitive web tools for Library Administrators and a fully automated approvals system which allows Map Authors to get clear feedback on their work prior to going live.

Triaster continually improve on the ease-of-use of the system by gathering feedback from our customers via User Group meetings, feature voting and support enquiries.



[fa icon="plus-square"] Does the system have to be implemented globally or is there an option for individual areas to use the system as they require?

No, the system does not have to be implemented globally. There is indeed scope within the Triaster platform to ring-fence content for different audiences. Below are some examples of how individual areas can use the system independently.

The Professional system has in-built Business Analysis Libraries solely for the purpose of comparing As-Is and To-Be variants. The content in the Business Analysis Libraries is not generally suitable for general consumption, so should not be available to the wider organisation. 

Sometimes content needs to remain confidential such as HR processes. In this instance, HR could have their own site or Library containing their process content, or the content could remain in the organisation-wide Library but could be restricted from being viewed by others in the organisation.

Some organisations want to share some of their processes with external parties such as suppliers, customers and prospects. Non-sensitive process content can be ring-fenced into read-only Libraries that sit outside the firewall and are therefore accesible to external parties.

Process Libraries can be commissioned and decommissioned easily so can be project-based or for joint ventures.

Finally, organisations can adopt a Multiple-Library architecture where some processes are shared across the organisation and some processes are available to specific business units.

Multiple Process Library architecture works brilliantly to support organisations where:

  • Business Units are quite independent and each have their own ways of working
  • The relationship with the customer/supplier involves more than one Business Unit, so there is a need to understand the end-to-end process across the organisation
  • Core functions such as HR and Finance support all of the Business Units, with a standardised process

For more on how to structure your Triaster system to share core processes with the entire organisation but also give each business unit access to their own specific process information,  please read the following article:



[fa icon="plus-square"] How do we govern the information which sits within Triaster?

A process governance framework is essential if you want a Process Library to be sustainable within your organisation. 

The following article also references the importance of Process Library Governance: The 3 'U's of Great Process Libraries.

Triaster offer a governance framework workshop and functionality to support all major quality standards and accreditations as part of the Standard and Professional systems. The deliverable from the governance workshop is a governance policy bespoke to your organisation's Process Library.

Triaster offers a host of functionality to support the governance policy such as an embedded approvals cycle, alert notifications for changes and reviews to processes, and a complete audit history report.




Training & ConsultancyClick on the question...

[fa icon="plus-square"] Who is our Triaster contact for arranging training and consultancy?

During Triaster system implementation you will be allocated a Project Manager, who will co-ordinate with you to arrange your training and consultancy.

If you would like to arrange any ad hoc training or consultancy, please contact customer.services@triaster.co.uk or call us on +44(0) 870 4021234.



[fa icon="plus-square"] How much is Process Mapping training?

Process Mapping training can be purchased in 2 ways as follows:

  • 2 day public training course – held at Triaster’s offices is charged at £900 plus VAT per delegate.  Many customers have open access to these courses included within their Triaster agreement.
  • 2 day customer specific training (usually onsite) is charged at £2,000 plus Expenses and VAT and can include up to 8 delegates. Customers with inclusive Benefit Credits in their Agreement can pay for this course with any remaining days, leaving rechargeable expenses only to pay.

If you would like to discuss your requirements further in order to decide which option best suits your needs please contact us on customer.services@triaster.co.uk



[fa icon="plus-square"] What does the Process Mapping training course cover?

The Triaster Process Mapping training course covers the skills required to provide a foundation for using the Triaster Process Navigator software to create process maps. Typically both the Public training course and onsite course cover the following during the two days:




[fa icon="plus-square"] Are travel expenses rechargeable?

Yes, Triaster travel and associated expenses are rechargeable at cost.

We always endeavour to keep expenses to a minimum by finding the most cost effective transport and hotel options as possible and reasonable for the circumstances. You are welcome to arrange transport and accommodation directly, if you have preferred rates set up.  



[fa icon="plus-square"] Does Triaster offer any services to support a process mapping project?

Triaster offer various services to support you with a process mapping project. If you just need guidance and general support in relation to setting up your mapping policy and making sure that everyone involved is creating maps in line with your governance policy, we can provide workshops to get you and your team up and running.

If you need resource to map your processes, whether it is for a few weeks or a few months, we can help you engage with a suitable Triaster certified consultant to work with you according to your requirements.

Either way, please contact us at customer.services@triaster.co.uk and we will be able to advise further.



Back To Top


GeneralClick on the question...

[fa icon="plus-square"] What are the installation options for each Triaster system?
Installation table



[fa icon="plus-square"] What is the Triaster Server?

The Triaster Server is a set of software components and tools installed on a physical or virtual server that provides all of the capabilities of the Process Library.

There is no licence fee for a Triaster Server, so customers can use as many Triaster Servers as they want to according to the requirements they have.



[fa icon="plus-square"] What are the minimum system requirements for Triaster software?

The minimum system requirements for Triaster software can be found by clicking here:



[fa icon="plus-square"] What versions of Microsoft Visio do you support?
Please click here to view Triaster's Minimum System Requirements.



[fa icon="plus-square"] Where can I download the latest Triaster software?

The latest Triaster software can be downloaded by clicking here:



[fa icon="plus-square"] How do I find out when new Triaster software features are released?

As new software features are released, Triaster's Software Releases page is updated and an e-mail is sent to everyone registered to receive Product Release Notification e-mails. 

Sign-up for the Product Release Notification e-mails can be found on the Software Releases page.

Information on software releases, both planned and recently occurring is also included in the Connector newsletter.

To download the latest version of the Connector newsletter, access the Connector newsletter archive and sign up to future editions, please click here:



[fa icon="plus-square"] How long does it take to upgrade Triaster software?

The time needed to upgrade Triaster software depends on the product and version as below:

Process Navigator - all versions:

This is a very simple process and one that can be completed within 10 minutes. We do recommend keeping the versions consistent between end user and Triaster Server.

Triaster Server:

  • Upgrading from version 15.1 or later

This is a relatively straightforward process and it may be possible to self-upgrade depending on the complexity of your system. You should allow half a day to perform the upgrade and make any necessary checks before going live.



[fa icon="plus-square"] How do I submit a feature request?

Please send an e-mail to featurerequests@triaster.co.uk setting out your requested feature or feature ideas.

Many of the features developed by Triaster originate from customer requirements. We love receiving feedback and feature requests. 



[fa icon="plus-square"] How do I report an issue in the software?

Please report any software issues to Triaster Support.

Triaster Support can be contacted as follows:

Technical articles and tips from the Support team can be found by clicking here:



[fa icon="plus-square"] How does Triaster remote onto on-site customer servers?

How Triaster remotes onto our customers' on-site servers, varies depending on each individual customer’s security requirements.

Some customers do not permit remote access onto their servers and access is by site visit only. In other cases, customers are happy to enable remote server access via Remote Desktop or GoToMeeting.

Triaster will use all reasonable efforts to comply with specific customer requirements in respect of remote server access.




ACTIVATIONClick on the question...

[fa icon="plus-square"] How do I activate Process Navigator?

A step-by-step guide to Activating Process Navigator can be found here:

Process Navigator Help/Activation



[fa icon="plus-square"] How do I get my Activation reference code for Process Navigator?

Your Activation code for Process Navigator is e-mailed to you on purchase.

To request a reminder of the Activation code please e-mail:

If there has been a change in responsibilities or the project scope and you wish to ensure that previous users will no longer be able to activate the software, Triaster can allocate you a new Activation code if requested. Please contact customer.services@triaster.co.uk.



[fa icon="plus-square"] Can we get a list of all activated users of Process Navigator within our organisation?

Yes certainly. Please contact customer.services@triaster.co.uk to request one.

The main administrator of your system will receive copies of all activations too. 



[fa icon="plus-square"] How do I activate the Triaster Server?

The Triaster Server will be activated during the installation process.

A step-by-step guide to re-activating the Triaster Server can be found here:

Triaster Process Library/Activation




TRIASTER PROCESS NaviGATORClick on the question...

[fa icon="plus-square"] What is Triaster Process Navigator?

Process Navigator is the Triaster process mapping or authoring software. It is installed on the process mapper’s (client) computer.

Process Navigator Help can be accessed here:



[fa icon="plus-square"] How do I draw a process map?

A step-by-step guide to drawing your first process map with Process Navigator can be found here:



[fa icon="plus-square"] What do I need to check before publishing a map?

Before publishing any map, you need to make sure that all mandatory properties are completed (it’s possible to set up data visualisation to highlight this).

If Approvals are being used you should also check:

  • That the Author, Approver(s), Approval Status(s) and Reviewer fields are populated 
  • That the map will is marked as Ready For Approval

Once the map has been published to your Process Library Sandpit site, it is possible to run various reports to check the status of the maps within the library, in particular information which is missing from the maps. These can be found in the Process Library menu option 'Reports' under section 4, 'Library Administration' and section 5 'Publication Checklist'.



[fa icon="plus-square"] What is Data Visualisation?

Data Visualisation is the graphical display on the process map of a shape’s underlying properties.



[fa icon="plus-square"] How can I print out my process maps?

You can print any process map that has been published to a Process Library, by clicking ‘Print’ from your toolbar when the map is open.

Process_map_print.pngFrom the ‘Print’ page, you can select your preferred paper size and view a preview before you decide to print the process map.

You can also print process maps from the Process Navigator’s Map Control Console. Just right click on a map and select ‘Print with Microsoft Visio’. You can select more than one map to print at a time by using Ctrl + Left Click to multi-select.




[fa icon="plus-square"] What if my process is too big to fit on one page?

By default processes that are too big to fit on one page, print across several pages, unless shrink to fit is turned on.

However, process which won't fit on one page, can be mapped over several pages and linked together using Off Page Connectors.

We recommend capturing no more than 4 or 5 columns of Activities per A4 page, as too many shapes on a single page can be very confusing to follow.

For example, the process ‘Recruit a new employee’ should be broken into two maps, the first one being called ‘Advertise a job vacancy’ and the second one being called ‘Select a candidate’. These maps are automatically linked together using an Off Page Connector by ensuring that the Output Deliverable on the first map exactly matches the Input Deliverable on the second map.



[fa icon="plus-square"] What level of detail should I map my processes to?

There is no right answer to this question, as the level of detail that you want to include in your process maps will depend on the audience you are writing for.

For a more comprehensive response please read the following article:



[fa icon="plus-square"] Can I use existing Microsoft Visio process maps with Triaster?

Yes. Microsoft Visio process maps created outside of the Triaster platform, can be published to a Triaster Process Library, as long as they are either:

  • .vdx file type and Microsoft Visio 2007 or 2010 is installed on the Process Library’s server
  • .vsdm or vsdx file type and Microsoft Visio 2013 is installed on the server

To make the most of these process maps however, it is advisable to create them with or transfer them onto a Triaster Stencil. Unless this is done, many of the great features of Triaster’s platform cannot be utilised.

For more information please read the following article:

There is on-going development to enable existing Microsoft Visio maps to be used seamlessly with Triaster.



[fa icon="plus-square"] Can I have multiple languages in my process maps?

Yes, the Triaster platform supports multiple languages.

Generally we recommend that English is the main language used for administration and content approval, and that library content is then translated as required.

For more detailed information please read the article:



[fa icon="plus-square"] Why isn't Mapping Edition available on my PC?
Before you start, make sure you've installed the correct version of Process Navigator. There's a 32 bit and 64 bit version available, and it needs to match your Visio installation, not the Operating System. Your version of Visio can be found under File > Help > Right-hand Window.



[fa icon="plus-square"] Why are the Triaster Process Navigator Add-ins missing?

For Process Navigator version 16.4 and onwards there are no Add-Ins.

For version 16.3 and earlier, if the Process Navigator Add-Ins are missing, check that Process Navigator is configured correctly.

These configurations are user-specific, so need to be made whilst logged on as the Process Navigator user. On a Triaster Server, which runs automated publications, these configurations need to be made for the publication user, i.e. the user account designated to run Triaster services.

To configure Visio for use with Process Navigator, please read the following  help guide:

*NOTE: This configuration should be done after Process Navigator has been installed, as the configuration should include paths created in the installation



[fa icon="plus-square"] Can I allow our process mappers to use different versions of Microsoft Visio to create maps in Triaster Process Navigator?

You can generally allow your users to use different versions of Microsoft Visio to create maps in Process Navigator, however because of major file format differences between Visio version 2010 and Visio version 2013 you cannot publish a mixture of maps created in these versions to your Process Library.

For more information, please click here:

Process Navigator Help/Step 1: Starting a Process Map



[fa icon="plus-square"] How can I find out what version of Triaster Process Navigator I am currently running?

Within Process Navigator click on the Help menu and open About Process Navigator.



[fa icon="plus-square"] What data is stored behind a map?

Every Activity and Deliverable used in a Process Navigator map can store data. The definition of the data to be stored is contained in an XML file. By default, this file is installed to \Program Files\Triaster\Process Navigator\Properties.xml.

You can store any data you wish to capture, whether that is RACI, ISO Clauses, SOX data or time and cost. It's entirely up to you. Whatever data you store can then be reported on.

NOTE: Process Navigator offers two Properties.xml files. The file with the standard questions is called Properties.xml. However, there is another file called Additional Properties.xml from which you can take sections to add to your standard file. The Additional Properties.xml file is located in the same default location as mentioned above.

Instructions on how to add/edit data in your Properties file, can be found here:



[fa icon="plus-square"] Can you edit Triaster process maps via the Process Library?

No, currently the process maps have to be edited within Microsoft Visio or Excel and published to HTML.

In future however, we are planning to release web-based editing of process maps via the Process Library.




TRIASTER Stencil & TemplateClick on the question...

[fa icon="plus-square"] What are the Triaster Stencil & Template?

Process maps are constructed in Visio from the basic shapes available in the Mapping Edition Stencil.

For detail on the shapes available please click here:

The Triaster Template is the start point for a Process Navigator process map. Once Process Navigator is installed, you will see the Triaster template loaded in Microsoft Visio.

For more information, please click here:



[fa icon="plus-square"] What Stencil and Template features and properties would you recommend as standard?

As standard Triaster will deliver a Stencil and Template which includes Activities, Deliverables, a Decision shape, an information button and a feedback button, which is the minimum recommendation.

We would suggest using mandatory node properties and a risk indicator, both of which are offered with the purchase of all systems (Start-Up, Standard and Professional).

We will ask you which properties are important to you and need to be present on every map, for example Process Owner and Author. If these properties aren’t completed by the mapper then a warning triangle will appear on your map.

The risk indicator can be used to identify when there is a risk involved in an Activity, which can be high, medium or low. The border colour of your Activity shape will change in accordance to your risk property.

For those customers purchasing a Standard system we also include a Level Indicator, which is a favourite tool among our customers. A Level Indicator shows the level of the map in the vertical hierarchy of processes.

For examples of these features and for more information, please click here:



[fa icon="plus-square"] How do I update my Stencil and Template?

There are various reasons for wanting to update your Stencil & Template files. For instance, as part of a company rebranding exercise, the colours and logo on your Template need changing, or you want to add visual representation to your maps in respect of particular data (Data Visualisation).

In order to ensure that anything changed acts as expected within Process Navigator, the majority of changes need to be made by Triaster's Visio Developer. 

If you would like to update your stencil and template please contact customer.services@triaster.co.uk or call (0) 870 402 1234. We will discuss your requirements and advise the next steps and any associated costs.



[fa icon="plus-square"] How can I update my Properties file?

You will need Library Administrator access rights to make any changes to the Properties XML file. This is found in this location:


This is the 'master copy' to which Triaster Server will make additions as you create approvers, authors and functions through a process library's site. You should work on a back-up copy, and replace the current copy with the updated one when you are satisfied it's ready.

Your Process Navigator (and others) will probably be configured to use the copy in 'MapStore\Stencil, Template and Properties', and you can use Process Navigator's Properties download facility to synchronise the contents of the master copy (in 'ProcessLibraries') with the PN working copy (in 'Stencil, Template and Properties' (or, indeed, elsewhere)).

In the 'Mapping Options' dialog, on the 'File Locations' tab, the field next to the 'Reload Now' button should have the path similar to this:

http://libraryname/ProcessLibraries/2011/companyname Properties.xml

Clicking 'Reload Now' will update the Properties XML file specified in the 'Properties File' field with the content of the one specified in the HTTP path. It only takes one PN user to do that for it to apply to all, if a shared copy of a working Properties XML file is used.




PROCESS LIBRARYClick on the question...

[fa icon="plus-square"] What is a Process Library?

A Process Library is an easy to understand, easy to use, secure websites, intelligently presenting processes, policies, forms and guidance documents.



[fa icon="plus-square"] Is it possible to access the Process Library when off-site?

Yes. You can access your Process Library when off-site in several different ways.

A Triaster Process Library can be viewed in two formats: Desktop and Mobile. The standard, fully featured Desktop format is designed primarily for the larger screens of desktop PCs, whereas the Mobile format is designed for use on the smaller screens of smartphones and tablets. It is a simpler, cut-down version of the desktop format with map viewing and simple search facilities but no approvals or administration functions. To view a site in Mobile format, click on the Mobile Site link when in desktop view. This link is only available when the Home tab is active or when you have selected Search Maps on the Search tab.

In the Mobile format, maps are listed in a simple tree-style hierarchy on the Home page. The Search tab is equivalent to the Quick Search feature in desktop format.

If you have employees who work from home, you can set up specific access via their IP address, so that they are treated in the same way as employees accessing the library from your offices.

If for some reason your users are unable to access the Mobile library, you may wish to set up a Disconnected Server, which is essentially a read only copy on your main server that is updated from time to time as required by your business. This is particularly useful when working in very remote sites such as offshore or simply areas with no internet access. It is also used regularly when a customer is working within a Joint Venture partnership and doesn't want to open up access to their own server.



[fa icon="plus-square"] Can a Process Library still be viewed if you have low connectivity?

You do require connectivity to view a Triaster Process Library; however, if you work in a remote location where connectivity is low, Triaster can set-up a read-only version of your Process Library, which is hosted locally.

For more information, please read the FAQ: Is it possible to access and share process information when off-site.



[fa icon="plus-square"] Can I search for processes in my Process Library?

Yes. There is a Quick Search and comprehensive search tools.

For details of Quick Search, please click here:

For details of the Search tools, please click here:



[fa icon="plus-square"] What properties can be displayed in a Process Library?

All node, deliverable and activity properties can be viewed in a Process Library.  If you control+click on the relevant part of the screen, the properties are displayed in a pane on the left. Triaster are currently rolling out a version where the properties will be visible in a pop-up simply by clicking or tapping (on a mobile device).



[fa icon="plus-square"] What is the recommended approach for converting existing process maps into Triaster?

For Process Library Version 16.4 and later, Triaster can work natively with all Visio documents and no import steps are required.

The software uses a matching rules engine to recognise each of the shape types. For example, a “Process” shape on the Basic Flowchart template is automatically recognised to be a shape of type “Activity”. The matching rules engine can be added to by the end user so non-standard shapes and templates can also be included.

It is obviously not possible to offer all of the Triaster capabilities to every shape on every stencil because the design of the shapes themselves was not carried out by Triaster and therefore Triaster can’t assume required properties or geometrical behaviour. However, many of the capabilities can be offered, and straight out of the box publish, search, reporting, simulation and Process Metrics are all available on all shapes.  This covers the main bulk of most user requirements.



[fa icon="plus-square"] Can I import my existing Microsoft Visio maps into my Process Library? If so, how?

There is a full import facility into the Triaster Process Library from any Microsoft Visio diagram. Therefore, Visio diagrams produced using other standards such as BPMN, or indeed any format, can be fully utilised in the Triaster Process Library.

It is important to stress that although the Triaster technology can automatically convert any Visio diagram into any other Visio diagram, the ultimate quality of the final diagram is dependent on how the original diagram was produced, and on how much care is taken in defining the conversion mapping. A common ‘gotcha’ for example is when customers group their shapes in order to move them or re-size them more easily, but in so doing of course completely de-link the group from any Master.
The following is not an exhaustive list, but should be taken into account when considering the feasibility of automatically importing your existing processes:
  • Are shapes in the source diagram used consistently, or is the same shape used in different ways? For example, is the Document shape referring to Documents in one place and Activities in another?
  • Are there are groups in the source diagram? Can they be ungrouped?
  • Are there non-grouped shapes that nevertheless do not have a Master?
  • Does the off-page connector flow need to be manufactured, or is it inherent in the diagram, or is it irrelevant (each page is being treated as an independent map)?



[fa icon="plus-square"] How secure is my Process Library? Hosted and non-hosted, how is access controlled?

Hosted solution

Hosted libraries are within a secure Microsoft Azure environment; the security for this is described in the following article: https://azure.microsoft.com/en-gb/support/trust-center/security/

Triaster will access the hosted library using a Remote Desktop, if, for example, software needs updating. Map authors will not access the Azure server but will update maps using a shared folder mechanism (such as Dropbox) on their local machine. Library administrators will be able to manage and configure the library using the library Administration tool.

There is some general information here http://knowledgebase.triaster.co.uk/help-for-library-administrators/cloud-based-library-hosting

On-premises solution

If a customer hosts a library, it will be up to them to decide what security measures are appropriate; these are generally the same as the rest of their corporate intranet.

In general, we recommend that map authors only have access to the Sandpit maps and that new or modified content goes through an approval before going Live.



[fa icon="plus-square"] Can we restrict access to content in our Process Library?

Yes, it is both possible and advisable to restrict access to the content in your Process Library.

Where the Process Library is installed on-premises it is part of the corporate intranet and is protected by whatever security is in place for this.

Where the Process Library is a hosted, security is generally restricted by IP address.



[fa icon="plus-square"] Do the Triaster Process Libraries use cookies to monitor individual data?

No, the only cookies used are within the Help guide to indicate which area of the product the user is currently looking at and on the Triaster website.



[fa icon="plus-square"] What can I report on and what should I be reporting on?

A Triaster Process Library comes pre-loaded with a multitude of reporting capabilities. The reports reference data captured behind the shapes on process maps using the customisable Properties File. See the below image for examples of some of the available reports. Visit http://knowledgebase.triaster.co.uk/report-exchange for information on specific reports and how they can be of benefit to your organisation.


As for what should you be reporting on? Well this is completely dependent on the scope of your project and what you are aiming to achieve. If you are implementing a Process Library to help with ISO9001 certification, then you could make use of our pre-defined ISO reports. If you are focusing on process improvement, our Performance Summary reports along with the Process Metrics functionality (which is currently in Beta testing) will surely help you out.

We recommend having a set of Mandatory Properties that have to be completed on every process map, and corresponding reports to make the most of this captured data.



[fa icon="plus-square"] Do I need to store my documents on the Triaster Server?

No, documents can be stored on a different server (as long as appropriate permissions are set up). The Triaster Platform can also search and access documents within a SharePoint repository.



[fa icon="plus-square"] What does the Triaster Document Store look like and how is it structured?

The Triaster document store can refer to the location that:

  1. Process maps (Visio diagrams) are stored - also known as the multi-map root
  2. Supporting documents such as work instructions, policies and guidance notes are stored

Process Map Store

There are three folders that correspond to each of the sites: Sandpit, PreLive and Live. There is often a Drafts folder as well.

Process maps stored in each of the folders publish to the respective sites. However, editing can only be performed in the Sandpit site as Triaster has a minor workflow capability that moves process maps between the folders dependent upon their approval status.

Document Store

Supporting documents can be stored alongside the process maps (multi-map root) in a Document folder. Customers who do not have a document management system in place can use Triaster to store their supporting documents. This folder can have sub-folders to categorise the types of document such as Work Instructions and Policies. Triaster's search functionality can also interrogate the Document folder and sub-folders as well as integrating with most document management systems.

Note: For on-premise solutions, the filestore is typically held on an internal file-server and for hosted options, the document store can be held within Drop-box or an equivalent cloud document store.



[fa icon="plus-square"] Can we extract data from the Triaster platform?

Triaster has a variety of reporting capabilities of which the majority can be exported in to Excel from the Triaster Solution. Each of the shapes used within a Triaster Process map is its own object database. This allows data to be stored behind each and every shape. This data can be extracted from the solution through reports.

Any data entered in to the process maps, or settings which have been used to define configurations for your specific Triaster System set up, are also saved in an XML catalogue file which itself can be extracted and used by other systems to support the transfer/sharing of data. Data from third party systems can also be manipulated to be incorporated in to the Triaster system.

One example of this is data stored within the process maps in a Properties file can then be searched and reported on from a Process Library, or exported to Excel using Process Navigator.



[fa icon="plus-square"] What is the benefit of hosting a Process Library on a new server?

When Process Libraries are hosted on the same server:

  1. All the authors for the maps on the server must all be using the same version of Triaster Process Navigator
  2. The Libraries all share the same RAM, CPU, disk storage, and therefore share capacity for
    • publication
    • approval
    • simulation
    • search indexing and search engine capacity
    • page serving capacity

Therefore, the more Process Libraries there are on the server, the longer it will take for publications, approvals and simulations to complete and for search results to return and pages to load.

Server software updates apply equally to all Libraries. As do re-boots, down-time, server level access controls and so on.

It therefore makes sense to consider a new Host Server for Process Libraries that correspond to projects that are organisationally autonomous and wish to be independent of other projects already hosted on the server.



[fa icon="plus-square"] Is a Triaster Process Library compatible with Microsoft SharePoint?

Yes, you can use your Microsoft SharePoint document store with Triaster.

For detailed information on this please read the following article:



[fa icon="plus-square"] Are Triaster Process Libraries compatible with Google Chrome?

Yes Triaster Process Libraries can be viewed in Chrome.



[fa icon="plus-square"] Is a Triaster Process Library compatible with 4projects?

Triaster have some customers who are adopting 4Projects and we are in the process of being compatible with this system.

Triaster are always happy to speak with other system providers to work out a successful integration approach.

Typically Triaster will need to have a discussion with a representative from the third party tool you would wish our system to integrate with or someone from your internal IT who is experienced with this system.

For a system like 4projects Triaster would be looking at integrating the index files for search results to combine these with the Triaster search results from process maps so that end users are able to see all supporting documentation as well as the processes themselves.



[fa icon="plus-square"] Can a Triaster Process Library be used with Active Directory (AD) and ADFS for pass-through authentication/single sign-on/unchallenged access?

Yes, and the configuration to enable this is straightforward, requiring just that the Triaster server be part of the Active Directory domain and a parameter be set to allow pass-through authentication.

ADFS is also supported. The configuration and set-up is more complex than with AD, and depends on the specific customer environment. For this reason, ADFS set-up is always run as part of a collaborative project with customer IT involvement.



[fa icon="plus-square"] Can a Triaster Process Library be used with Azure Active Directory for pass-through authentication/single sign-on/unchallenged access?

We have not yet tested Triaster in this environment but expect to do so during 2017, the exact timetable being dependent on the degree of customer demand.



[fa icon="plus-square"] Why would I create an alias for my Process Library?

A typical web address for a Process Library is:

http://MyServerName/ProcessLibraries2011/Process Library/Live

A simpler address, perhaps using just a more meaningful ‘alias’, is an easier alternative. Something of this form:


This alias can be tied in with the branding of your system. End users can then type the name of the system in to the web address bar rather than having to remember the name of a server.



[fa icon="plus-square"] How can I find out how many process maps are in my Process Library?

Use the Search Map option function. Select ‘Maps’ and click ‘GO’; at the bottom of the Map Name column, the number of maps is shown.