This Intelligent Advisor Glossary page attempts to provide a sort of glossary, or at least a beginning of a cross-reference, for people moving from version 10 to version 12. Readers are welcome to submit their own ideas by using the comments feature. The latest version of the documentation for 12 is to be found here. If you want us to add something or you have a query, contact the webmaster, or leave a comment on the Blog.
| Version 10 | Version 12 | Notes |
|---|---|---|
| Project Interchange | Project Tab > Summary > Share a Copy | Zip File for sharing of Project |
| Source Control | Hub Repository and Deployment Versioning | Subversion no longer integrated |
| Default Folder Structure | No Extra Folders by Default | |
| Default Folder Location “projects” | Default Folder Location “My Documents” | Single Word document added |
| New Translation Document | Project Tab > Languages > Translation | Excel Translation Files slightly changed |
| New What-If Analysis | Project Tab > Test Cases | Single Format Excel Test Cases in 12 |
| New Screens File | Interview Tab | An interview file still exists but no need to access directly. Rebuild Screens after migration. |
| New Visual Browser File | – | Mindfusion Control no longer embedded in OPM |
| New Test Script File | – | Single Format Excel Test Cases in 12 |
| Add Module Link | Inclusions functionality and Decision Services with server-side storage in Hub | |
| Remove From Project | Delete Item Button in Rules Tab (with short-term Undo) | |
| Reports – Top Level Attributes | Data Tab > Filter Control in Top Right | Can Find Reference Tags too |
| Reports – Base Level Attributes | Data Tab > Filter Control in Top Right | |
| Reports – Uncollected Attributes | Data Tab > Filter Control in Top Right | |
| Reports – Attributes Collected on Multiple Screens | – | |
| Reports – Dependant Base Attributes | Data Tab > Filter Control in Top Right | |
| Reports – Screens | – | |
| Reports – Untranslated Text | Reported in Project Tab > Languages if using Translations | |
| Reports – Custom Properties | – | |
| Reports – Inferred Screen Attributes | – | |
| Reports – Test Script Coverage | >= 20C use Test Case Statistics in Project Tab > Test Cases | |
| Analyze Coverage File | – | |
| View Attribute Usage | Right Click in OPM or Go To in Word and Excel Ribbon | |
| View Build Model | – | |
| View Attribute Dependencies | Decisions Tab of Debugger or Right Click Attribute in Data Tab | |
| Project Properties | ||
| Project Statistics | ||
| Edit Verbs | Project Tab > Languages > Custom Verbs | |
| Find Model Attribute | Find Feature in OPM | |
| Find Document Attributes | Find Feature in OPM | |
| Find Screen | Find Feature in OPM | |
| View Error List | Errors and Warnings Displayed in OPM directly in real time and after validation. | |
| View Output Window | – | |
| View Embedded Web Server Output | – | |
| Build | Debug (F5) (output folder is still output) | |
| Build and Run | Debug (F5) (output folder is still output) | |
| Build and Debug | Debug (F5) (output folder is still output) | |
| Build Module | See Inclusions | |
| Generate Commentary Files | Add Commentary as HTML in Screens (Labels etc) | Design Interviews |
| Tools > Clean Up Unused Attributes and Relationships | – | |
| Tools > Compile All | – | |
| Tools > Repair Attribute References | – | |
| Tools > Update Templates | – | |
| Options > Build Validation | – | |
| Options > Embedded Server | Some Java Settings Available as startup options | |
| Options > Environment Language UI | Use –language parameter when launching OPM | |
| Include Document in Build | Delete Item via Rules Tab Ribbon or Use Comments Format in Text | |
| Compile | Validate | Smiley Face Icon Still Licensed 🙂 |
| Add Attribute | Data Tab of Policy Modeling | |
| Configuration | – | |
| Table Legend | Still available as Styles in Word Style List | |
| Silent Operator | Now in Data Tab > Double Click Attribute and Explanation Options | |
| Invisible Operator | Now in Data Tab > Double Click Attribute and Explanation Options | |
| Headings | Available as Styles in Word Style List | |
| Commentary | No Commentary (Interview Tab > Add Label Control) | Design Interviews |
| Strip Hidden | – | Blank Line format removes all formatting |
| Confirm New Attributes | View in Data Tab of Policy Modeling | |
| Rule Properties | – | |
| Attribute Editor | View in Data Tab of Policy Modeling | |
| Debug Options | Unified Debugger for both Data and Interview and Decision Tree (F5) | |
| Retain Debug Session Data | Reset Button in Debugger / Export Debugger Session | Also can create Test Cases |
| Custom Properties | Available on Screens and Screen Controls Only | Interview Tab |
| 2nd Person Sentence Generation | Project Tab > Language | English Only |
| Custom Controls | JavaScript Extensions API (see wide range of articles on this site, starting here) | Custom Controls (old style) are available for limited set of controls and restricted compatibility |
| Screen Flows | Screen visibility logic and relevance | Screen Flows are not migrated. More about display logic. |
| BI Publisher | Project Tab > Forms | Still uses BI Publisher. Migration process. |
| Decision Reports | Explanations | |
| & Symbol | + symbol | For rules involving text concatenation. |
| Input Validations | Data Tab > Double-click the Attribute and access Validation Options (RegEx etc) | |
| CallCustomFunction () | – | No custom functions in 12. See JavaScript API. |
| Rule Browser | Replaced by the right click in the Data Tab of OPM, or right click and View Attribute Usage in the Decision tab of the Debugger, or the Go To button in Word and Excel. | |
| Save Session | Checkpoints (which require a Connector) allow for the saving and reloading of session information | Checkpoint Technical Overview |
| Siebel Connector (and others) | The Connector concept has been replaced by the open architecture of the Connector Framework (SOAP) and the Generic Integration Protocol (REST) | Connector Framework Generic Integration Protocol |
| Generic and Specific Assess WSDLs | In Version 12 only Generic is available | |
| Interview Service | Still available but deprecated for new tasks | |
| Landscape Mode | No longer available. JavaScript Style Extension or CSS required. | See this forum post. |