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erwin Evolve 2022.0.1 - User Guide

erwin Evolve 2022.0.1 User Help Guide
Getting Started Creating Sites and Pages Data Layout Options Filtering Data Property Groups Data Visualizations Displaying Diagrams Using Web Modeler Automatic Diagrams (Diagram Designer) Navigating your Site Workflow Explained Social Interaction Features Questionnaires Reference Configuration and Administration Customizing Your Site Troubleshooting Upgrading Evolve Suite Addendum

Gallery Manager In erwin Web Modeler

Gallery Manager In erwin Web Modeler

In the Diagrammer, you can upload pictures to the shape palette of the diagram and publish them.

To upload the pictures:

1.Go to the diagram template or the existing diagram to which you wish to add pictures.

2.From the shape palette, drag and drop the picture template. Double-click on it to view the properties pane on the right side.

3.Click on the icon to open the gallery manager.

Gallery Manager displays all pictures available in the model with the most recent pictures at the top.

4.To upload a picture, click on Upload at the top-right corner.

5. Select an image and click on Select.

The picture appears on the draft diagram.

6.Once the draft is ready, click Publish Diagram icon.

7.After publishing the draft, picture can be viewed in erwin Evolve Web or erwin Evolve Suite.

General Operations in Web Modeler

General Operations in Web Modeler

Options that are generally available for any diagram in the canvas are:

1.Duplicate Draft

2.Publish Diagram

3.Save Diagram

4.Download Diagram

5.Undo and Redo

6.Diagram Settings

Duplicate Draft

To duplicate the working draft of the diagram, click on Duplicate Draft on the toolbar.

By doing this, a copy of the draft will be created, and you will be taken immediately to the draft diagram. It will also be available in the Web Modeler Home.

The draft diagram will be associated with the originally published diagram, and on publishing will replace the same published diagram.

To create a separate published diagram, you should duplicate the published diagram instead.

Publish Diagram

To publish the diagram, click on Publish Diagram icon on the toolbar.

Before proceeding to Publish the diagram, make sure you don’t have any incomplete items in To-Do list. Once published, the draft diagram will be deleted, and the published diagram will be available on the Evolve site and in Modeler.

Save Diagram

To save the diagram, click on Save Diagram on the toolbar.

Although drafts are continuously saved to a secondary storage, saving your draft diagram ensures it is kept in your Evolve database and can be backed up with your main database backup.

Download Diagram

To download the diagram in the form of an image to your machine, click on Download Diagram on the toolbar.

Undo and Redo

You can Undo or Redo the changes made in the diagram editor.

To apply click on Undo/Redo options on the toolbar.

Diagram Settings

To apply the settings related to the diagram Grid, Animation and Guiding lines in the editor, click on Diagram Settings on the toolbar.

You will see a panel popped up on the right-side of the screen to work on settings.

Working with Connector Lines

Working with Connector Lines

The lines which associate the two objects in the diagram are called Connector Lines.

On Selecting the line, options for connector lines are shown on the toolbar.

Lines can be applied in two ways:

1.Direct Route – connects the objects using the shortest path.

2.Avoid Route – connects the objects avoiding the other objects in the diagram structure.

Lines are of three types are available to connect the objects:

1.Orthogonal Lines – Orthogonal Lines are when the line appears with right angles in order to connect the two objects when it cannot be drawn horizontally or vertically.
This line is available only under Direct Route and will be disabled for Avoid Route.

Orthogonal Off

Orthogonal On

2.Jump Lines – Jump Lines are when one connecting line passes over another, and it appears with an arc over it.
This button are used in conjunction with the orthogonal lines button. If an orthogonal line is off for a particular line then the jump line button is disabled.

Jump is a property of an individual line, so if the lines cross and neither have the jump property then they look like straight lines passing through one another. Jump lines will be seen if both lines have jump property.

3.Lock/Unlock Link Port – Link Ports can be Locked or Unlocked. To lock them, either press the button or move the connection point (port) of the line, around the shape. When you select a location to port the line to the shape, it will become locked. If you want the diagrammer to automatically reposition the port, select the line, and press the unlock button, to release the lock.

Locking the link ports helps to keep the specific connection point when the shapes are moved around the canvas.

 

Naming on Association Links

To show the flow between the shapes, Association Names can be placed on Association Links.

To place the name on the link,

1.Double-click on Link or Connector Line you wish to add on.

2.A property panel will be opened on the right-side of the screen.

3.Enter Name and then click on Save on the bottom of the screen.

4.The Association Name can be moved around the screen by Clicking and Dragging it to a new location.

 

How to Add Missing Associations?

Associations between the shapes can be automatically displayed if a new object is added to the existing diagram. This will render the associations between the existing objects and the newly added objects in the existing diagram.

You can also place associations between any two or multiple objects using the button on the toolbar called Add Missing Associations.

Associations can be applied in three ways:

Upon Single Selection – Select any single object shape in the diagram and then click on Add Missing Association button to display the associations related to the selected object shape and the other shapes in the diagram.

Upon Multi Selection – Selection of any two or more shapes will render the missing associations to the objects that are already defined between them

No Selection – This will render all possible associations between the shapes in the diagram.

Web Modeler Home Page

Web Modeler Home Page

Web Modeler Home page also known as Draft Manager [from version 2020.2.0] allows more control over your drafts. Providing significant features such as Search, Sort and Filters. 

A new diagram can be created by choosing from the available templates in Web Modeler.

 

Search – You can search for existing diagrams with the keywords in the Search Box.

Sort – You can Sort the diagram drafts with several available options.

oName or Title of the diagram

oWho it was last Modified by

oWho originally Created the draft

oSort the list by Ascending and Descending order

Filters – Diagrams in the draft manager can be filtered by,

oDiagram Type

oCreator of the diagram

oModified Date – ‘From Date’ to ‘To Date’

To reset the applied filters, click on Reset.

Toggle between Name and Title – List of diagrams will be displayed as per the toggle selection. You can choose to display the diagrams as per the Name or Title of the diagram.

 

 

 

 

Create New Diagram – A new diagram can be created from the scratch by using the existing template.

oClick on + symbol from the bottom right of the screen.

oEnter Name of the new diagram > Select Template > click on Create.

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