Table of Contents

  1. Get Started
    1. Log In
    2. Reset Password
    3. Change Password
    4. Log Out
  2. Select Session
  3. Manage Requirements Objects
    1. Object Library
      1. Reorder Objects
      2. Delete Objects
    2. Object Viewer
  4. View Requirements Objects
    1. Information Section
    2. Preview Section
    3. Workflow Section
    4. Change History Section
    5. Definition Section
      1. Reports
      2. Dashboards
      3. Filters
      4. Measures
      5. Concepts
  5. Create Requirements Objects
    1. Create Reports
    2. Create Dashboards
    3. Create Filters
    4. Create Measures
    5. Create Concepts
    6. Object Folders
    7. Object Attachments
    8. Report Concepts and Measures
      1. Add Existing Concepts and Measures
      2. Create New Concepts and Measures
    9. Dashboard Layouts
    10. Concept Data Information
  6. Generate Requirements Documentation
    1. PDF Output
    2. Excel Output
  7. Admin
    1. Projects
    2. Upload database information
      1. Upload from file
      2. Action items
    3. Users
Contact with any additional questions or feedback!
Simon Help
For additional questions or if you experience any issues, please don't hesitate to contact .

Get Started

To get started with Simon, you must first open the Simon web page and then log in using your assigned credentials.
Open Simon web page:
  1. In a web browser, navigate to the following address: simon.datastrong.com/Simon/main.

Log In

Log in to Simon:
  1. On the Simon Login screen, enter your email address.
  2. Enter your password.
  3. Click Login.
Login Screen

Reset Password

Reset password:
  1. On the Simon Login screen, click Forgot.
  2. On the Forgot Password screen, enter your email address.
  3. Click Send.
Forgot Password Screen
You will receive an email message containing a link. Click the link to set your new password. The link is valid for 24 hours.

Change Password

After logging in, you can change your Simon password at any time using the Profile link from the menu bar in the upper right corner of the page.
Simon Links
Change password:
  1. In the upper right corner of the page, click Profile.
  2. In the User Info section, in the Password box, type a new password.
  3. In the Confirm box, type the new password again.
  4. Click Save.
Profile User Info Section
*NOTE: Passwords must be between 8 and 12 characters in length, contain at least one uppercase character, contain at least one lowercase character, and contain at least one number or special character.

Log Out

When you finish a requirements gathering session, you can exit Simon by using the Logout link.
Simon Links
Exit Simon:
  1. In the upper right corner of the page, click Logout.

Select Session

After logging in, you are directed to the Simon home page, where you see all projects to which you have access. Within a project, you can select an earlier requirements gathering session or create a new session. The objects you create or modify are linked to this requirements gathering session. You may choose to leave the session information blank, in which case the objects you create or modify are linked to your user name only. They are not linked to a session.
Simon Home Page
Use an existing session:
  1. On the desired project, from Choose Session, select an existing requirements session.
  2. Click Capture.
Choose Session
Create a new session:
  1. On the desired project, from Choose Session, select New Session.
  2. Enter a date.
  3. Enter an attendee or a list of attendees.
  4. Enter any relevant notes.
  5. Click Capture.
New Session
Capture requirements without creating a session:
  1. On the desired project, click Capture.

Manage Requirement Objects

After selecting a requirements gathering session, you are directed to the Simon project page. This is where you create and manage your requirement objects. This page contains an object library and an object viewer.
Simon Project Page

Object Library

The left panel, called the object library, displays all requirement objects and groups them by object type.
Object Library
Each object type has its own group, and within each group, you can create any number of folders and subfolders to keep things organized. You can expand groups and folders to see the objects contained within them.
Expanded Concepts Group
Expanded Folder

Reorder Objects

When you create an object or a folder, Simon automatically assigns a sequential requirement number and displays that number to the left of the object name. Although Simon creates the requirement numbers, you do have the ability to reorder requirements. Simon automatically renumbers the requirements after you reorder them.
Reorder requirement objects:
  1. On the object header, click Reorder.
  2. On the object, click Move, and drag it to a new location.
Reorder
Move
Reordered Concepts

Delete Objects

You also have the ability (depending on your permissions) to delete any requirement object or folder you no longer need.
Delete a requirement object:
  1. On the requirement object, click Menu.
  2. On the menu, select the Delete option.
Menu
You cannot delete an object that is being used by another object. For example, you cannot delete a concept which is part of a report. In order to delete that concept, you must first remove it from the report's definition.
Object Deletion Error
Delete a folder:
  1. On the folder, click Menu.
  2. On the menu, select Delete Folder.
You cannot delete a folder that contains any objects or subfolders. In order to delete the folder, you must empty it first.
Folder Deletion Error

Object Viewer

You have the ability to view and modify (depending on permissions) the definition of any requirement object or folder located in the object library. You can do this by using the menu or by simply clicking the requirement object.
View a requirement object definition (METHOD 1):
  1. Click the requirement object.
View a requirement object definition (METHOD 2):
  1. On the requirement object, click Menu.
  2. On the menu, select View Definition.
The object displays in the object viewer on the right side of the screen. From here, you can view the object definition, and if you have edit permissions you can also modify the definition.
View Object Definition
View a folder definition:
  1. On the folder, click Menu.
  2. On the menu, select View Definition.
View Folder Definition
A folder also opens in the object viewer on the right side of the screen. You can have multiple objects open in the object viewer. To switch between objects, simply click the tab of an inactive object to make it active. Click the close button on the tab to close an object and remove its definition from the object viewer.
Object Tabs

View Requirement Objects

Many elements make up the definition of a requirement object. To make the elements easier to manage, they are grouped into the following sections: information, definition, preview, workflow, and change history. Different sections are present for each object type. The icons in the upper right corner of a requirement object indicate which sections are available. You can toggle an icon to display or hide its corresponding section.

Information Section

Every object contains an information section. This section contains general facts about the new object including name, folder, description, and attachments. Additionally, Simon automatically creates a requirement number (Req. #), which displays in the information section once the object is saved.
Every object has a name and folder location. By default, the folder location is the corresponding object group, but you can choose to save your object to a folder or subfolder instead. Along with the required name and folder location, you may also see a description or an attachment. Both description and attachments are optional.
Report Information Section

Preview Section

Only reports contain a preview section. This section displays a preview of the report's structure using pseudo data.
When you change the report's definition, the preview section automatically updates to reflect the change.
Report Preview Section

Workflow Section

When workflow is enabled for a project, every object contains a workflow section.
In a new object, this section contains a notes text box to record status information.
New Report Workflow Section
After saving an object, additional workflow information displays, including options to set the status and user assignment. Once the status is set, the current status and currently assigned user are displayed as well.
Saved Report Workflow Section
If the object is new or it is assigned to you, you see a list which you can use to update the object's status. For each status, you will also see a list of associated users from which you may pick one user to assign the status.
Update status:
  1. In the workflow section, in the Next Status drop-down list, select a status.
  2. In the New Assignee drop-down list, select the user to which you wish to assign the status.
  3. Optionally, enter a note.
  4. Click Update.
After a status update, Simon automatically sends an email to the user to whom you have assigned the next status.

Change History Section

Every existing object contains a change history section, but this section only displays when you are viewing an existing object.
This section documents all changes to the object beginning with its creation and including every modification. Details for all entries include the user name along with the date and time. For modifications, data is organized by information changes and definition changes. If the object is created or modified as part of a requirements session, those session details also display.
Saved Measure Change History Section

Definition Section

Every new object contains a definition section, but this section is different for each object type.

Reports

The definition section is where you describe the data to include on a report as well as the layout for that data. This section contains five definition boxes: filter, pages, rows, columns, and measures. Use the filter definition box to describe which data to include or exclude.
Report Definition Section
The remaining definition boxes are for defining the layout of a report, which includes three axes: pages, rows, and columns. You can distribute concepts across any of the three axes. Additionally, you can place measures on the report. By default, all the measures added to the measures definition box are placed together on the columns axis. However, you can move the Report Measures from the columns axis to either the rows axis or the pages axis.

Dashboards

The definition section for a dashboard contains a blank layout area. This is where you define the look and feel of your dashboard and identify which data to use. To define the dashboard layout, you can start with a pre-built layout or you can build the layout yourself using individual components.
Dashboard Definition Section - Preview

Layouts

The pre-built layouts are organized by intended dashboard viewing device: desktop, tablet, or phone. You can use the layouts as designed, or you can start with a layout and then modify it to meet your needs.

Components

This layout includes the link bar, line graph, and grid components. In addition to using pre-built layouts, you can add components individually.
Layout Components
Data Components
Filter Components

Views

In addition to the layout view of the dashboard, called preview, you can also work in design view. In design view, you can provide more details for your layout components.
Dashboard Definition Section - Design View
You can use the component controls in the upper right corner to zoom, switch, and delete. Depending on the component, you can specify the needed data by dragging report, concept, and measure objects from the object library to the appropriate component definition box. You can also use component definition boxes to capture linked objects, selector targets, image locations, and so forth.
Data Component in Design View

Filters

The definition section for a filter contains a text definition box. This is where you describe the conditions for data to be included on or excluded from a report. These might include Current Year, Western Region, Exclude Alaska and Hawaii, Online Sales, and so forth.
Filter Definition Section

Measures

The definition section for a measure consists of a text definition box. This is where you describe what is being measured. These might include Sum of Sales, Count of Employees, Average Monthly Salary, and so forth.
Measure Definition Section

Concepts

Concepts are intended to provide a descriptive framework for your measures. Some examples are Customer, Product, Year, Country, and so forth. The definition section for a concept consists of a default ID definition box. You can add as many additional definition boxes as you need, but an ID definition is required.
Concept Definition Section
While each concept includes an ID that serves as a unique identifier, most concepts also include a name or description (DESC). A concept may also include more definitions, if necessary. For example, Customer has an ID and a DESC, Year only has an ID, and State has an ID, a DESC, and an ABBREVIATION definition.
Customer
Year
State
For each definition within a concept, you should provide as much detail as possible. If you know the name or location in the source system or in the warehouse, you can include this information as part of the concept's definition.

Create Requirement Objects

You create requirement objects on the project page in Simon. You use the object library on the left to create a new object, and you use the object viewer on the right to define the new object.

Create Reports

Create a report:
  1. In the object library, on the Report header, click Add.
  2. In the information section, enter a report name.
  3. Click the Folder text box, and select a listed folder.
  4. Optionally, enter a description.
  5. Optionally, attach a file.
  6. In the definition section, in the filter definition box, describe any needed filtering conditions.
  7. In the pages definition box, add the concepts you want to group on.
  8. In the rows definition box, add the concepts you want to display in the report's rows.
  9. In the columns definition box, add the concepts you want to display in the report's columns.
  10. In the measures definition box, add one or more measures.
  11. Optionally, move Report Measures from the columns definition box to either the pages or the rows definition box.
  12. At the top of the New Report, click Save.
New Report

Create Dashboards

Create a dashboard:
  1. In the object library, on the Dashboard header, click Add.
  2. In the information section, enter a dashboard name.
  3. Click the Folder text box, and select a listed folder.
  4. Optionally, enter a description.
  5. Optionally, attach a file.
  6. In the definition section, place the desired components in the layout area.
  7. Switch to Design View.
  8. For each component, provide the necessary information for each definition box.
  9. At the top of the New Dashboard, click Save.
New Dashboard

Create Filters

Create a filter:
  1. In the object library, on the Filter header, click Add.
  2. In the information section, enter a name.
  3. Click the Folder text box, and select a listed folder.
  4. Optionally, enter a description.
  5. Optionally, attach a file.
  6. In the definition section, in the text definition box, describe the filtering condition.
  7. At the top of the New Filter tab, click Save.
New Filter

Create Measures

Create a measure:
  1. In the object library, on the Measure header, click Add.
  2. In the information section, enter a name.
  3. Click the Folder text box, and select a listed folder.
  4. Optionally, enter a description.
  5. Optionally, attach a file.
  6. 6. In the definition section, in the text definition box, describe the measure.
  7. At the top of the New Measure tab, click Save.
New Measure

Create Concepts

Create a concept:
  1. In the object library, on the Concept header, click Add.
  2. In the information section, enter a name.
  3. Click the Folder text box, and select a listed folder.
  4. Optionally, enter a description.
  5. Optionally, attach a file.
  6. In the definition section, in the first definition box, enter a name.
  7. Select a type.
  8. Optionally, add source system info.
  9. Optionally, add warehouse info.
  10. For each additional definition, click Add Definition, and enter the necessary information into the new definition box.
  11. At the top of the New Concept tab, click Save.
See Concept Data Information for more information.
New Concept

Object Folders

You can create as many folders and subfolders as necessary to organize your objects.
Create a folder:
  1. In the information section, click the Folder text box.
  2. In the New Folder Name text box, type a new folder name.
  3. Click Apply.
New Folder

Object Attachments

Adding an attachment to an object provides another way to capture details.
Add Attachment:
  1. In the information section, click Add Attachment.
  2. Click Upload Local File, and navigate to the desired file.
Add Attachment

Report Concepts and Measures

Add Existing Concepts and Measures

There are two methods for adding existing concepts and measures to a report. The first method is to drag an object from the object library and drop it in the appropriate definition box.
Drag an existing concept onto a report:
  1. From the objects library, drag a concept to the pages, rows, or columns definition box.
Drag an existing measure onto a report:
  1. From the objects library, drag a measure to the measures definition box.
The second method is to begin typing an object name in a concept or measure text box and then select the desired object from the auto-complete menu.
Select an existing concept:
  1. In the pages, rows, or columns definition box, in the Concept text box, begin typing a concept name.
  2. Select the desired concept from the auto-complete menu.
Select an existing measure:
  1. In the measures definition box, in the Measure text box, begin typing a measure name.
  2. Select the desired measure from the auto-complete menu.

Create New Concepts and Measures

With the appropriate permissions, you can also create new concepts and measures from within the Report Definition section.
Create a new concept:
  1. In the pages, rows, or columns definition box, in the Concept text box, type a new concept name.
  2. Press Enter.
Create a new measure:
  1. In the measures definition box, in the Measure text box, type a new measure name.
  2. Press Enter.
When you create new concepts or measures from within the Report Definition section, the new objects display in the object library. To use these new objects on your report, add them from the object library using either the drag and drop or the auto-complete method.

Dashboard Layouts

Use a pre-built layout:
  1. In the upper left corner of the dashboard definition section, click Layouts.
  2. Select Desktop Layouts for optimized computer viewing, select Tablet Layouts for optimized tablet viewing, or select Phone Layouts for optimized phone viewing.
  3. Select a layout.
Add a component to the layout:
  1. On the right side of the dashboard definition section, click a component group.
  2. From the expanded component group, select the component and drag it onto the layout area.
  3. Place and size the components any way you like.
Switch dashboard views:
  1. In the upper left corner of the dashboard definition section, click Show Design View or Show Preview.

Concept Data Information

Add source system information to a concept:
  1. In a definition box, below Source System Info, click Add Source.
  2. In the Field text box, enter a source system field name.
  3. In the Logic text box, enter the logic used to derive the concept.
  4. In the Sample Data text box, enter data examples.
Add warehouse information to a concept:
  1. In a definition text box, below Warehouse Info, click Add Source.
  2. In the Field text box, enter a source system field name.
  3. In the Logic text box, enter the logic used to derive the concept.
  4. In the Sample Data text box, enter data examples.

Generate Requirements Documentation

After capturing your project requirements, you are ready to generate your documentation. Simon provides both a PDF and an Excel option.
Simon Links
Generate a PDF requirements document:
  1. In the upper right corner of the page, click Document.
  2. In the Baseline section, select the desired date.
  3. In the PDF section, select the desired preview option.
  4. Click Export PDF.
Baseline
PDF
Generate an Excel requirements document:
  1. In the upper right corner of the page, click Document.
  2. In the Baseline section, select the desired date.
  3. In the Excel section, select the desired output option.
  4. Click Export Excel.
Excel

PDF Output

The PDF output displays the requirement objects in one file. The document begins with a cover page, followed by reports, then concepts, and then measures.
Cover Page
For each report, the PDF includes name, description, location, notes, and a link to the report in Simon. It also lists the objects used in the report definition section. Additionally, if you select Grid Preview when exporting to PDF, a preview of the grid displays.
**NOTE: Some grids are too large to display properly and will be omitted from the PDF output. Instead, export to Excel using the complex output option.
Report
For concepts, the PDF includes name, description, location, and notes. It also includes the name, type, source system info, and warehouse info for each concept definition.
Concept
For measures, the PDF includes name, description, location, and notes as well as the measure definition.
Measure

Excel Output

The Excel output displays the requirement objects in multiple sheets in an Excel file.
Excel Sheets
Each dashboard is on a separate sheet, reports are together on a single sheet, concepts are together on a single sheet, and measures are together on a single sheet.
Reports
An object list containing all objects on one sheet and a change history list containing all changes on one sheet are also included.
Object List
If you choose complex output, each report is on a separate sheet.
Complex Report Output

Admin

Simon administrators interact with users and projects on the Admin page in Simon. The left panel displays all projects and users. From here, you can edit existing projects and users or create new projects and users.
Admin Objects

Projects

View a project definition:
  1. From the Projects list, click the Project.
The project opens in the object viewer on the right side of the screen, where you can view or modify it.
View Project Definition
The project definition consists of a project name, database upload, and a project workflow section. Project workflow is enabled and disabled with a checkbox.
Project Workflow Enabled
When project workflow is enabled, each of the pre-defined statuses displays. In the Assignees boxes, use either the auto-complete or the drag and drop method to assign users. In the Actions boxes, use the auto-complete method to select a status.
Create a new project:
  1. From the Projects list, click Add.
  2. In the Project Info section, enter a project name.
  3. Optionally, in the Project Workflow section, enable project workflow.
  4. In each Status definition box, in the Assignees box, tye the name of one or more users.
  5. In each Status definition box, in the Actions box, type the name of a status.
  6. At the top of the New Project, click Save.

Upload database information

Upload from file:
  1. Click 'Select File' to upload a .csv file.
  2. The file will upload and display on screen within a table.
  3. Make a selection for each item, or leave the defaults.
  4. Select "Submit" at the bottom.
  5. The results will be submited to the server, and the results will then be displayed in the table.
Action items:
The csv must follow a certain format for the top header. The top header must be schema,table,column,datatype,length,scale,precision.
sample.csv
To download the sample csv, please click here.

Users

View a user definition:
  1. From the Users list, click the User.
The user opens in the object viewer on the right side of the screen, where you can view or modify it.
View User Definition
The user definition consists of a name, email address, and a password in the User Info section. You can grant access to projects in the Project Access section.
Add or remove access to a project:
  1. In the Project Access section, click Add/Remove Projects.
  2. In the Add or Remove Projects window, select or clear the project.
  3. Click OK.
Add or Remove Projects
For each added project, you can make the user a Project Administrator. Additionally, you can give the user different permissions for each object type in a project.
Assign project permissions:
  1. In the Project Access section, in each Project Permission definition box, for each object type, click View Only.
  2. On the drop-down list, select a permission type.
Privileges
Added Projects
Create a new user:
  1. From the Users list, click Add.
  2. In the User Info section, enter a user name.
  3. Enter an email address.
  4. Enter a password.
  5. Enter the password a second time to confirm.
  6. In the Project Access section, add at least one project.
  7. In each Project Permissions definition box, select or clear the Project Administrator check box.
  8. For each object type, select a permission type.
  9. At the top of the New User, click Save.