Evaluating Triaster

Purchasing a triaster systemClick on the question...

[fa icon="plus-square"] What licences are included with the Triaster On-premises system?

Software licences are included with the Triaster On-premises 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?

Each Triaster licence is for 1 month and this is the minimum term. The minimum initial purchase is 3 licences.

Additional single licences can be purchased, provided there is no break in licence continuity.

Volume price breaks apply for purchases of 10, 20, 30, 50 and 60 licences.



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

No, once a licence has been activated by a user, it stays with that specific user for the activation period specified by the user. However, as the minimum activation period is 1 month, in practice, this affords as much flexibility as being able to transfer traditional ‘annual’ or perpetual licences between users.



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

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"] 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).



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

Through our chosen delivery partner, Libreea, Triaster offers an On-Boarding Services Packages for the Professional system.

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 are Triaster’s Services Partner Accreditation Standards?

Many of Triaster’s Services Partners are ex-staff of Triaster itself or of our customers, and they have built up a great deal of experience and expertise in working with the Triaster platform.

Authorised Triaster service partners are required to maintain certificated passes in the Learning Management System appropriate to the services being offered by the Partner.



[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 so several future state scenario for process improvement can be simulated, understood, analysed and compared – before the changes are implemented.



[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.



[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.




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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



[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 every industry 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.



[fa icon="plus-square"] Can the Process Metrics report be customised?
There are many variations of passages of Lorem Ipsum available, but the majority have suffered alteration in some form, by injected humour, or randomised words which don't look even slightly believable. If you are going to use a passage of Lorem Ipsum, you need to be sure there isn't anything embarrassing hidden in the middle of text. All the Lorem Ipsum generators on the Internet tend to repeat predefined chunks as necessary, making this the first true generator on the Internet.



Implementing A TRIASTER ON-PREMISES SYSTEM Click 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.  

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 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.



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

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 take around one 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?

There are four built-in pre-designed Process Library homepages or themes, although many customers prefer to purchase a bespoke design.

Bespoke 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?

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.



[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.



[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 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?

Libreea are Triaster’s chosen delivery partner for all Triaster professional services. They are experts in how to gain business value from the Triaster platform, and are available to help with all aspects of process mapping, improvement and analysis work.

Please contact them for details and to purchase services:

By phone: +44 (0)1183 800856
By e-mail: info@libreea.co.uk
Via their website: libreea.co.uk

If you would like to discuss training or consultancy directly with Triaster however, please contact customer.services@triaster.co.uk or call us on +44(0) 870 4021234.



[fa icon="plus-square"] Do you offer online training?

Yes we offer a range of e-learning courses which can be accessed here: Triaster Online



[fa icon="plus-square"] Do you offer Process Mapping training?

Yes, we offer two types of process mapping training, e-learning and onsite.

All of Triaster’s e-learning courses can be accesses here: Triaster Online

Onsite process mapping training is delivered by Triaster’s sister company Libreea. Please contact them for details and to purchase services:

By phone: +44 (0)1183 800856
By e-mail: info@libreea.co.uk
Via their website: libreea.co.uk

If you would like to discuss your requirements with Triaster in order to decide which option best suits your needs please contact us on customer.services@triaster.co.uk or call us on +44(0) 870 4021234.



[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, through our sister company Libreea, through our services partners, 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?




[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



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

The latest Process Navigator (process mapping) software can be downloaded by clicking here:



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

When new software features are released, all Triaster customers are notified by e-mail.

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 only upgrade requirement on the customer is Process Navigator, and this is a very simple process and one that can be completed within 10 minutes. Most upgrades are optional.  



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

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

We use Ask the Crowd – a Triaster product - to capture all feedback, suggestions and feature requests. Please click here to feedback on Triaster: Join the Triaster crowd.



[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:




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?

The Activation code for the free Start-up version of Process Navigator is: START-UP.

Your Activation code for Process Navigator Standard or Professional is e-mailed to you on purchase of your Standard or Professional Triaster system 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.




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.

There are three versions of Process Navigator: Start-up, Standard and Professional. The functionality delivered by each can be seen here: System Features

Process Navigator Start-up can be used free of charge by anyone. Process Navigator Standard and Professional are available for those who have purchased the Triaster Systems, Standard and Professional, as appropriate.



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

To download Process Navigator, please go to: Process Navigator Download and complete the short form.

Process Navigator Start-up can be used free of charge by anyone. Process Navigator Standard and Professional are available for those who have purchased the Triaster Systems, Standard and Professional, as appropriate.



[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. Triaster Process Navigator uses the Microsoft Visio file format as its native file format.

For more information please read the following article:



[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 Process Navigator 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.



[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/ Setting Up Visio for Process Navigator



[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 software 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.



[fa icon="plus-square"] Can a Process Library still be viewed if you have low or no connectivity?

No, the Process Library is only available on-line.



[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.

Triater 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?

Triaster’s native file format is the Visio file format itself, so an import is unnecessary and a Triaster Process Library can work natively with 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 the ultimate quality and usefulness of the diagram is dependent on how it 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 using 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? How is access controlled?

When a customer hosts a library, it is a server on the corporate network and is secured according to the customer’s own security policies and needs.



[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 via AD or IP address range restrictions or both.

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.



[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 in the Process Library?

Storing documents in the Process Library is a good approach, but if required 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.



[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"] 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 all common browsers (IE/Chrome/Safari/Edge…)?

Yes Triaster Process Libraries can be viewed in all standard browsers.



[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"] 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.