Defining the Root Element
The properties associated to the scorecard are defined in the pane corresponding to the element that represents the first level in the group and indicators hierarchy, called Root element.
In the "General" tab you may enter the scorecard name as well as its description. The Editor assigns a default name for this element but you can rename it at will.
Other scorecard configuration data is associated to the user account that will be used during the batch update of the scorecard. Besides the username and its password, you should indicate the location and filename where this login information is to be stored. The "Save" button generates the file that contains the username and encrypted password to access O3 Server.
The Save button generates the file that contains the user and encrypted password to connect to the O3 Server.