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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

Using Web Modeler

Using Web Modeler

Overview of Web Modeler - Editing Diagrams Online

Overview of Web Modeler - Editing Diagrams Online

Please check with your Administrator that firstly, your Server and Internet Browser meet the necessary system requirements to use Web modeler. Secondly, check with your Administrator that the Web Modeler feature is enabled.

Web modeler is used to both edit and create any Evolve Diagram online.

The different features within the Editor are detailed below:

Diagram Title

Editable title for the diagram, this differs from the diagram name, which must be unique

Click to rename the title

Zoom Controls

Zoom % - Click to choose presets
Zoom in and out - [+] and [-]
Zoom Slider

Radar button
Click and move the 'Radar' view to zoom around the diagram.

All can be collapsed to a single magnifier button.

Shape Palette

The Shape Palette contains all the shapes that can be used on the diagram.

Drag and drop the shapes from the palette onto the diagram surface

 

Note that lines / connectors are drawn from the (+) buttons around the sides of a selected shape.

Shape and Diagram Tools

Home to the different Web Modeler Panes: Properties, To Do, Settings and Styles.

Canvas Area

The area where the edited/created Process Diagram will display.

Navigation

Web modeler controls that can be used when editing a diagram.

Click Summary

Mode

Click Type

Behavior

Standard

Single

Selects a shape and updates the "Shapes and Diagram Tools" pane for that Shape/Connector, if the pane is open.

Double

Opens the "Shapes and Diagram Tools" pane, if it is closed, and navigates to the Name and Properties tab. For easy access to the object details.

Keyboard Shortcut Summary

Keyboard Shortcut

Behavior

Ctrl+ +

Zoom In

Ctrl+ -

Zoom Out

Esc

Deselect all shapes

Delete

Deletes or Clears the selected Shape(s)/Connector(s)

 

Web modeler is a licensed application. In order to use it, additional licenses are required on a per user basis.

 

Enable Web Modeler

Enable Web Modeler

This page explains how to enable web modeler step by step

Steps to Configure Evolve Web Platform:

          1. Logon to Evolve Designer.

          2, Go to the Features tab

o Enable Diagramming – Choose Web Modeler from the drop-down list.

o Check the Enable Swimlane Diagramming.

          3. Click on Save.

          4. Then click on the Configure IIS button to configure Evolve Web Platform.

Steps to Setup Global Search:

In Evolve Designer:

          1. Select the model you wish to work with, e.g. Sample Model and then click on Site.

          2. If your meta-model is out of date you may need to update it. If so, click on Update Meta Model & Themes.

          3. Click on Show/Hide Object Types to show the hidden object types. You will need this in the later steps when you enable a user as a Diagrammer.

          4. Under the Layouts tab, expand the nodes of Site, Deployments. Select the deployment node of your device.

          5. Scroll down to the bottom and check the Enable Global Search. Global search is required to enable the Web Modeler to find pre-existing objects in your model.                     This is needed where you wish to add them to your diagrams.

          6. A popup appears which says populate the Object Revision History with data for current records. Click OK.

          7. Then click on Dynamic Site to republish the site.

Steps to Configure the CW User as a Diagrammer:

          1. Go to erwin Evolve Suite, then click on Object Explorer.

          2. Expand your Model, e.g. EA Foundation – Sample Model.

          3. Scroll down and click on CW User. 

By default, all the user Categories will be shown as a Contributor.

          4. Double click on the user you wish to change to be a Diagrammer. e.g. ADMIN.

The CW User Properties window appears and under the tab General choose Diagrammer from the drop-down list of Category and then click OK.

Now, when that user logs in, as they are now a Diagrammer, they will see the web modeler.

 

Configuring Drafts and Publishing Diagrams

Configuring Drafts and Publishing Diagrams

This page explains how to configure Drafts and Publish diagrams in Web Modeler.

Add the Publish and Drafts tabs to your Object Page:

These instructions detail how to add the built-in tabs to control draft diagrams, to an Object Page.

Unlike other elements in Evolve, these tabs are limited to Object Pages, and all diagrams must be associated to an Object.
e.g. Process Object is associated to a Process Diagram. The diagram is describing graphically the Process Object.

To add the tabs to an Object Page:

          1. Logon to the site

          2. Expand Site and Object Pages

          3. Right-click on Object Pages, hover on Add eModeler Page for Object Type.

          4. Select the object type you wish to create diagrams against, e.g. Application.

          5. Scroll down to see <object-type>_cw_emodeler, e.g. application_cw_emodeler and click on it.

          6. Change

oPage Display Name to Web Modeler

oObject Page Order to 2

     

          7. Further, expand <object-type>_cw_emodeler, e.g. application_cw_emodeler, to display the Layout eModeler Page and Tabs with sub-tabs.

          8. Click Vector (HTML5)

Configuring Diagram Popouts for Draft Diagrams:

In order to edit more object properties than the basic ones, you will need to configure a Diagram Popout.

See here, for Diagram Popout configuration. Then, to enable this Popout for Web Modeler: 

          1. Go to Diagram Popouts, choose Object type as the object type that represents this diagram, e.g. Application, click on Category, if your Popout is defined                               correctly, it should fill out the fields automatically as they are predefined by the Popout.

Check eModeler Editor.

Note: Once the eModeler Editor is checked, it ensures that all these Popout properties are editable inside the Web Modeler application.

          2. Scroll down to CM Templates.

Check the templates you wish to associate with this Web Modeler page, e.g. – Application – Services, Application – Technology Context and Application – Architecture

Click on Save under the Home tab and then click on Dynamic Site to generate the site.

Drafts and Published Diagrams in Web Modeler:

Drafts and Published are the two tabs under the Web Modeler menu.

This section can be viewed only when the Web Modeler has been setup in Evolve Web Platform.

To view Drafts and Published Diagrams in Web Modeler.

          1. Open the browser and login to Evolve.

Select your Model, e.g. EA Foundation – Sample Model

 

          2. Go to the page you configured.

e.g. From the sample, Application from the left menu. Click Application List.

Choose the desired application from the list.

For instance, choose the first application from the list in the picture.

          3. The new tab will be visible in your Object Page, e.g. Web Modeler.

 Under the drop-down menu Web Modeler,

oDrafts – Collection of saved diagrams are displayed under tab Drafts. Initially this will be empty. Each time you press the Save button in Web Modeler, the draft will be updated in Evolve. Note that this is not the same as Publishing; a draft is a diagram in a transitional state. When a draft is published, it becomes a real Evolve diagram, and the objects it contains are updated in the Evolve Model.

Each Draft has controls that allow you to Edit and to open the diagram in the Object Page.

oPublished – Collection of all published diagrams are displayed under tab Published.

Each published diagram has controls that allow to View, Edit, and open the diagram in the Object Page.

Creating and Publishing a new Diagrams using Web Modeler:

          1. To create and publish a new diagram, go to tab Published (initially the space under the tab shows as empty).

Click on  icon from the top-right corner of the page that displays the list of templates chosen while configuring CM Templates.

          Choose the desired template to start creating the new diagram.

          Evolve Web Modeler editor opens in the new tab with the predefined Shape Palette of the template chosen.

          2. To publish the diagram, press the  button. You will be asked if you wish to publish. Press to confirm.

Once the diagram is published in the Web Modeler, the same diagram can be accessed from Modeler in the desktop application.

A Diagram and Palette properties can be modified if required from the desktop application.

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