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erwin Evolve 2020.1.1 - User Guide

erwin_Evolve_User_Guide
erwin_Evolve_User_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

Working with Cluster Bubble Charts

Working with Cluster Bubble Charts

Cluster Bubble Charts are similar to Simple Bubble Charts, except they allow you to visualize the properties of an Associated Object (directly or indirectly), or an Intersection Object.

You can analyze three levels of data of the Associated Objects, using the values to affect the size and position of the representations on the chart.

One value is used to position the bubble on the X-axis, another value is used to position the bubble on the Y-axis, while the size of the bubble is based on the third property.

The way the Cluster Bubble Chart evaluates Associated or Indirectly Associated Objects is very similar to the way Recursive Pie Charts work, however, instead of creating one chart that you can drill down through, it creates a number of Tabs, one for each of the items in the top-level Object List, and then creates a Bubble Chart on each one.

The Cluster Bubble Chart does not display a Data Quality Chart like the Simple Bubble Chart does.

The Cluster Bubble Chart requires at least one Association Type to exist - plus three properties on the Associated Object to compare.

These properties must all be either Whole Number or Decimal Number properties - or they can be Drop-Down properties where the Abbreviation contains a number.

Why and how should you use one?

You should use a Cluster Bubble Chart when you want to visualize a comparison between objects based on three properties - but you want to take a higher-level view by using one or more associations.

A typical example would be like the example for Simple Bubble Charts, to have some Application objects with three useful properties:

1.Cost - a Whole Number property to represent the monetary cost of the application

2.Business Alignment - a Drop-Down property ranging from '0 - Unknown' to '5 - Very High', which represents how important the application is to the business

3.IT Alignment - a Drop-Down property with the same range as Business Alignment, which represents how well aligned the application is to your current IT infrastructure, support and competencies

In this example the IT Alignment is used as the X-axis, the Business Alignment is the Y-axis, and the size of each bubble is based on the Cost.

However, where this differs from the Simple Bubble Chart is that instead of having one chart showing all the objects, your Applications are associated to different Location objects and you want to see a chart for each Location showing only the Applications associated to it.

The result is a Tab for each Location object and then a Bubble Chart for each showing just its associated Applications.

While this example shows one level of association, you could make your chart use several, such as Location > Organization > Application, or more.

Where and when can you use one?

Use the table below to see where you can use a Cluster Bubble Chart:

Page Type

Parent node

Tabs

Number on page

Editable

Index Page

Object Type node

You must have an empty Tab Controller on the page

The Bubble Chart must be the only item on the page

No

What would you like to do?

Add a Cluster Bubble Chart to your page

          1. Create a new empty Index Page with an empty Tab Controller and an Object Type, both added to the Index Page node, in that order

          See Create an Empty Index Page for instructions

          2. Select the Object Type node and use the Filter Properties area to apply any filtering

          3. Switch the Layout node beneath the Object Type node to Empty

          To do this: Right-click the Layout node and choose Switch Layout > CW > Empty

          4. Add the Bubble Chart (Cluster) behavior to the Layout node

          To do this: Right-click the Layout node and choose Add Behaviors > Bubble Charts > Bubble Chart (Cluster).

          A Bubble Chart (Cluster) node is added.

          5. Add an Association node to the Object Type node

          To do this: Right-click the Object Type node and choose New Association > [object-type] > [association-type]

          A new Association Type node is added.

If your chart examines indirectly associated objects, add all the additional Association Types required, nesting them beneath each other

The last Association node you add is for the Object Type you want the bubbles on the chart to represent.

 

          6. Select the Bubble Chart (Cluster) node and configure the following settings:

oUse the Node Name to set the title of the chart as it appears in the web page

oUse Circle to specify the Scriptname of the property you want to use to affect the size of the bubble

This should be from the Associated Object - or, if you are referencing an Indirect Association, from the last Associated Object in the path.

Always use lower case when referring to Scriptnames.

oUse X to enter the Scriptname of the property you want to use on the X-axis.

oUse Y to enter the Scriptname of the property you want to use on the Y-axis.

oUse the three Data Quality settings to choose whether the corresponding properties are Drop-Downs (Lookups) or number properties.

Choose 'Lookup_Abbreviation_Not_o' if the property is a Drop-Down

Choose 'Not_Equal_To_o' if the property is a number

oUse Circle Unit to specify the text to be displayed on the chart for the bubble size value

oUse X Unit to specify the text to be displayed on the X-axis - leave blank to use the Property Type Name

oUse Y Unit to specify the text to be displayed on the Y-axis - leave blank to use the Property Type Name

oUse Circle Intersection Object Type to specify the Scriptname of the Associated Object Type

          7. Save your Site.

 

Working with Radar Layout

Working with Radar Layout

A Radar layout is used to create a chart that displays three or more* Object properties on different axes which start from the same central point.

A simple Radar chart uses one line to display the different properties of a single object (a Property Group).

The Radar layout can also overlay multiple lines into a single chart to display the various properties of an Object List. Each line is used to represent a different Object.

With the Radar layout, you can use one chart to visually consolidate multiple values of a single object, or multiple values of many objects, against one another.

*We recommend that 3-10 properties or values are used per Object for clarity purposes.

Why and how should you use one?

Use the Radar layout when you want to visually compare the different properties of a single object, or of many objects, against each other.

You can use radar layout list in an index page or a single page. To do this, add an index page (or add a “New Association” for single pages).

Next, add a properties group and under “Selected Properties”, tick the properties that you wish to display in the radar layout. Please note that only integer properties (i.e numbers) can be represented in radar layout.

Where and when can you use one?

Use the table below to see where you can use the Radar Layout:

Page Type

Parent node

Tabs

Number on page

Editable

Index Page

Object Type node

Yes - optional

Any

No

Object Page

Association Type node

Yes - mandatory

Any

No

What do you want to do?

Use a Radar Layout

To create a Radar layout for the properties of a single object:

This is either the Object Type Node on an Index Page or an Association Type Node on an Object Page.

Selection is only applicable for integer Properties as Radar Layout requires that only integer values are used to create charts. Decimal numbers are permitted, however.

 

 

1. In Evolve Designer, locate the Parent Node that you want your Radar Layout to be applied to.

2. From the Layout drop-down menu, select Radar.

3. In the Selected Properties area of the Parent Node, select all the properties that you want to display in the Radar.

4. Save and Publish your Site.

5. Navigate to the appropriate Object or Index Page on your Site, and the Radar chart will be displayed.

To create a Radar layout for the properties of many objects:

This is either the Object Type Node on an Index Page or an Association Type Node on an Object Page.

Choose Switch Layout > CW > Radar.

1.In Evolve Designer, locate the Parent Node that you want your Radar Layout to be applied to.

2.Right-click beneath the Parent Node Layout to change the Layout to Radar:

3.In the Selected Properties area of the Parent Node, select all the properties that you want to display in the Radar.

4.Save and Publish your Site.

5.Navigate to the appropriate Object or Index Page on your Site, and the Radar chart will be displayed.

 

When inserting a Property Group, we recommend you only display a small number of properties in any particular group - your page will look much better if you restrict the number of properties in each one.

 

Working with the Visual Identity Layout

Working with the Visual Identity Layout

The Visual Identity layout is used to show a list of objects with Visual Indicators to represent some of their properties, rather like you can with Shape Regions in CW Modeler.

The layout displays each object as a rectangle, and then at the bottom of each shape you can show icons to represent the values of one or more properties of your object.

It means you can build a dashboard-like page for a set of objects, highlighting important data about each one, for example, showing a red circle if an object has a Business Risk of '3 - High' or a green circle if it has a Business Risk of '1 - Low', and so on.

As for all Visual Indicators, the Visual Identity layout only supports lookup (drop-down) and check box (true or false) properties of your objects.

 

In order to use the Visual Identity layout you must have configured a Custom Site to support the use of Visual Indicators.

Why and how should you use one?

Use the Visual Identity layout when you want to create a dashboard-like view of a set of objects or associated objects, highlighting some of the important data about the objects displayed.

For example you could use the layout to provide an overview of the state of a set of Server objects, using the indicators to show high-level data about each server.

Where and when can you use one?

Use the table below to see where you can use the Visual Identity layout:

Page Type

Parent node

Tabs

Number on page

Editable

Index Page

Object Type node

Yes - optional

One, or one per Tab

No

Object Page

Association Type node

Yes - mandatory

One per Tab

No

Use the Visual Identity layout

These instructions assume you have already configured your Custom Site to support the use of Visual Indicators for the Object Types and Property Types you want to reference.

To use the Visual Identity layout:

          1. In Evolve Designer, locate the parent node you want your Visual Identity layout to be applied to

          This is either the Object Type node on an Index Page or an Association Type node on an Object Page

          2. In the Selected Properties area of the parent node, select all the properties you want to use as visual indicators

          3. Switch the Layout of the node to Visual Identity

          Right-click the layout beneath the parent node and choose Switch Layout > CW > Visual Identity

          4. Select the Layout Visual Identity node

          5. In the Properties List field, enter the Scriptname of the Property Type you want to be used as an indicator

You can reference multiple Property Types by entering the Scriptnames of each, separated using comas

          6. Save and Publish your Site.

Working with Visual Indicators

Working with Visual Indicators

Visual Indicators are small icons or images that are displayed to represent the values of properties of your objects, rather like you can with Shape Regions in CW Modeler.

It means you could use a series of colored discs to represent Categories of an object, or tick and cross icons to show whether a value is true or false.

They can be used with the Visual Identity layout, and with Custom Display Strings.

In order to use Visual Indicators though, you must deploy your site as a Custom Site, as the images you want to use as your indicators must be stored on the Evolve server and deployed with your Site when you publish it.

Visual Indicators can only work with lookup (drop-down) and boolean (true or false) properties of your objects.

Configure your Custom Site to support the use of Visual Indicators

To use Visual Indicators on your Site, you must place image files in the correct location in a Custom Site folder, and make sure they have the correct file names.

Folders

For each Object Type you want to use a Visual Indicator with, create a directory with the name as the Scriptname of the Object Type in your Custom Site 'images' folder.

For example

<your-custom-site-folder>/images/image_mappings/application
<your-custom-site-folder>/images/image_mappings/process

Inside each Object Type folder, you must create additional folders for each Property Type you want to use as an indicator, again named according to the Scriptname of the Property Type

For example

<your-custom-site-folder>/images/image_mappings/application/validated
<your-custom-site-folder>/images/image_mappings/application/type

Files

In each Property Type folder, you should place image files for each of the possible values that can be set.

Files should be named as follows:

oUse 'true' or 'false' for boolean Property Types

oUse the Abbreviation for lookup (drop-down) Property Types.

If you want to show an indicator for the 'Undefined' value for a lookup, create an image named 'undefined'.

Evolve supports PNG, JPEG and GIF for the images, but as images look best when they use a transparent background, we recommend using PNG files.

In the Site the images are re-sized to be displayed at 16x16 pixels, so we recommend creating square images that will not be skewed when re-sized. For optimization reasons, we recommend creating images that are already 16x16 pixels.

 

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