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ER/Studio® Software Architect: Evaluation Guide

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0% found this document useful (0 votes)
101 views

ER/Studio® Software Architect: Evaluation Guide

ER / Studio(r) Software Architect Evaluation Guide Version 1. This software / documentation contains proprietary information of Embarcadero Technologies, Inc.; it is provided under a license agreement containing restrictions on use and disclosure. Information in this document is subject to change without notice.

Uploaded by

makkana
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Product Documentation

ER/Studio® Software Architect


Evaluation Guide

Version 1.0
Published October 7, 2009
Copyright © 1994-2009 Embarcadero Technologies, Inc.

Embarcadero Technologies, Inc.


100 California Street, 12th Floor
San Francisco, CA 94111 U.S.A.
All rights reserved.

All brands and product names are trademarks or registered trademarks of their respective owners.
This software/documentation contains proprietary information of Embarcadero Technologies, Inc.; it is provided under a license
agreement containing restrictions on use and disclosure and is also protected by copyright law. Reverse engineering of the software
is prohibited.

If this software/documentation is delivered to a U.S. Government Agency of the Department of Defense, then it is delivered with
Restricted Rights and the following legend is applicable:

Restricted Rights Legend Use, duplication, or disclosure by the Government is subject to restrictions as set forth in subparagraph
(c)(1)(ii) of DFARS 252.227-7013, Rights in Technical Data and Computer Software (October 1988).

If this software/documentation is delivered to a U.S. Government Agency not within the Department of Defense, then it is delivered
with Restricted Rights, as defined in FAR 552.227-14, Rights in Data-General, including Alternate III (June 1987).

Information in this document is subject to change without notice. Revisions may be issued to advise of such changes and additions.
Embarcadero Technologies, Inc. does not warrant that this documentation is error-free.
Contents
Introduction to Embarcadero’s ER/Studio Software Architect ...................................................................... 1 
Product Benefits by Audience ................................................................................................................ 1 
About This Evaluation Guide ................................................................................................................. 2 
Session 1: Getting Started with ER/Studio SA.............................................................................................. 2 
Session 2: Understanding the ER/Studio SA Infrastructure ......................................................................... 3 
Session 3: Creating a Use Case Diagram .................................................................................................... 6 
Placing the Diagram Elements .............................................................................................................. 6 
Aligning in the Diagram View ................................................................................................................. 7 
Create Generalization Link .................................................................................................................... 9 
Creating Association Links .................................................................................................................... 9 
Changing the Properties of an Element ............................................................................................... 10 
Session 4: Create a Pattern from Existing Elements .................................................................................. 12 
Session 5: Define the UML Profile ............................................................................................................. 14 
Session 6: Deploy the UML Profile ............................................................................................................ 17 
Session 7: Apply the UML Profile .............................................................................................................. 18 
Session 8: Generating HTML Documentation ........................................................................................... 19 
Setting Preferences for the Documentation Generation ...................................................................... 21 
Session 9: Using ER/Studio SA Tools ....................................................................................................... 21 
Search .................................................................................................................................................. 21 
Diagram Commands ............................................................................................................................ 22 
Zooming ............................................................................................................................................... 23 
Toolbars ............................................................................................................................................... 23 
Layout and Alignment .................................................................................................... 23 
Formatting Toolbar ......................................................................................................... 23 
Overview Window ................................................................................................................................ 23 
Summary ..................................................................................................................................................... 24 
Additional Evaluation Resources ................................................................................................................ 24 
Introduction to Embarcadero’s ER/Studio Software Architect
ER/Studio Software Architect, the design-driven environment for modeling applications. ER/Studio Software Architect
includes features such as support for UML 2.0, OCL, patterns, Quality Assurance audits and metrics, XMI format
import and export, and automated documentation generation.

ER/Studio Software Architect is an Eclipse-based RCP application, and the primary components are a Model
Navigator, Diagram Editor, Palette, and Properties View.

Organizations can leverage ER/Studio Software Architect technologies to:

• Improve requirements elaboration definition processes through the use of visualization and
supported modeling notations such as Unified Modeling Language™ (UML).

• Ensure applications and/or integrations are designed and developed clearly with maximum
adaptability and reusability.

• Ensure application requirements, architectures, and designs can be well understood and
communicated effectively to enterprise teams without ambiguity.

Product Benefits by Audience


Data Modelers: This product assists data modelers in designing logical and physical data models and exporting
them into databases, as well as visualizing existing databases into ER models.
IT or Application Analysts: Assists with the definition and analysis of requirements through UML use
case analysis - the process of visualizing requirements through use cases, activity diagrams, and
interaction diagrams.

Architects and Toolsmiths: Assist with the definition, implementation, customization, and deployment
of Domain Specific Modeling Languages, consisting of MetaModels, Graphical Editors, Transformations,
Reports and additional functions to support the need to express models with tailored tooling.

Development Team: Assists with communication through common language and visual representation
of the requirements, architecture, and code.

Architects and Developers: Assists with improving and monitoring application quality through audits
and metrics for models.

ER/Studio Software Architect 1.0 Evaluation Guide 1


About This Evaluation Guide
This evaluation guide is intended to help you get started using ER/Studio Software Architect (SA) and
gives you the foundation you need to explore its many features and benefits. You will learn how to create
a new project and class diagram, create a pattern, use the UML Profile, and generate a report. You will
also become familiar with some frequently used tasks and commands to make you more productive.
This guide is divided into short, easy to learn sessions. Do them all at once, or complete them individually
as you have time.

Session 1: Getting Started with ER/Studio SA

Session 2: Understanding the ER/Studio SA Infrastructure

Session 3: Creating a Use Case Diagram

Session 4: Create a Pattern from Existing Elements

Session 5: Define the UML Profile

Session 6: Deploy the UML Profile

Session 7: Apply the UML Profile

Session 8: Generating HTML Documentation

Session 9: Using ER/Studio SA Tools

You can use this basic guide as a roadmap of product highlights, but it also is provided to help you find
your own path in exploring ER/Studio SA.
Once you’ve started, you can select Help from the menu to find many additional resources that
complement and build on many of the activities shown in this brief guide.

Session 1: Getting Started with ER/Studio SA


The following graphic illustrates the main elements of the ER/Studio SA Application User Interface. The
first graphic shows a project, and a use case diagram. The available palette is the for the Use Case
diagram.

ER/Studio Software Architect 1.0 Evaluation Guide 2


Note: The available palette depends on the type of Model, i.e., if it is a Conceptual model, only the
Conceptual Objects palette is available.

Session 2: Understanding the ER/Studio SA Infrastructure


Before we begin, let’s cover some of the basic constructs that help organize and display the information in
ER/Studio SA:
Workspace: The workspace is the top level container or owner of your projects. You can only have one
workspace open at a time.
Project: Work in ER/Studio SA is done in the context of a project. A project is a logical structure that holds all
resources required for your work. All projects located in the selected Workspace are listed in the Model Navigator.
You can set up project properties when the project is being created, and modify them further, using the Properties
dialog.

The following projects can be created in ER/Studio SA:

• Pattern Definition project is a profiled UML 2.0 modeling project that allows creation of new patterns.
• Profile Definition project is a profiled modeling project that allows you to create new profiles.
• UML 2.0 project is a design project with no source code support.

ER/Studio Software Architect 1.0 Evaluation Guide 3


Packages: The notion of a package has two facets: logical and physical.
Logically, a model consists of one or more packages. A package is a model element used to group elements, and
provides a namespace for the grouped elements. A package can contain packageable elements (the elements that
can be directly owned by a package) and the other packages. A model itself is a package.

Physically, a package is a folder containing the files that store diagrams and model elements. Contents of a package
can be displayed on a special type of the Class Diagram that is synchronized with the package contents, i.e. all the
classifiers directly owned by this package automatically appear on the package diagram. Each package contains the
single package diagram that is created automatically and cannot be added explicitly.

The root package of a project (Model) is usually referenced as the default package. The package diagram of this
package is called the default diagram. This diagram is created and opened just after the modeling project creation.

Diagram: Each modeling project contains a set of diagrams that are graphical representations of parts of the model.
Diagrams contain graphical elements (nodes connected by paths) that represent model elements.

Each diagram belongs to a certain diagram type (for example, UML 2.0 Class Diagram). The diagram type defines
the typical contents of the diagram (the kind of elements that are usually placed on this diagram) and the notation
used to represent the model elements. For example, a Class in a UML 2.0 project can be added to the Class Diagram
and to the Composite Structure Diagram and will have different representations there. Each diagram has a specific
Palette and context menu that allows creation of the model elements specific to this diagram type.

Diagrams exist within the context of a project. You will have to create or open a project before creating a new
diagram. The set of available diagram types depends on the type of project. In UML 2.0 project you have a set of
standard UML diagrams defined in the UML2.0 specification. Along with the design diagrams that are explicitly
created by the user, ER/Studio SA models have so-called "Package" diagrams. These diagrams have the Class
Diagram type, but they will be generated automatically for each package and show its contents.

Model Elements: Each model in a modeling project is a set of entities that are instances of metaclasses of the
metamodel chosen for the project. These instances are the Model Elements.

Each model element has a set of properties and notations defined for its metaclass. For example, when you create a
UML 2.0 project, every element created in this project instantiates a metaclass from the UML 2.0 metamodel. That is,
each actor on a use case diagram in a UML 2.0 project is an instance of use cases/Actor, and each component is an
instance of components/Component.

The model elements have graphical notation and can be explicitly placed on diagrams, are nodes and links.

Beginning to Model with ER/Studio SA


1. From the Start > Programs menu, choose Embarcadero ERStudio Software Architect >
ERStudio Software Architect and the application opens.

2. When you first open the application the Workspace Launcher dialog appears. The workspace
(named “workspace) is placed in the default directory. You can browse to a new location if you want
to change this.

ER/Studio Software Architect 1.0 Evaluation Guide 4


3. Click OK and the a new workspace opens.

4. To create a new project click File > New > UML 2.0 Project and the New Project dialog appears.
Note: You can also click Alt + Shift + N.
5. Enter the project name “Project One” under Project name. Leave the “use default location” selected
and leave the “Add project to working sets” unselected.
6. Click Next and the Modeling Settings dialog appears. Deselect the “use default” and select Use
Case from the drop-down list. The default diagram name “UseCaseDiagram201” appears. Leave
this diagram name as is.
7. When you click Finish, a new project and diagram are created and appear in the Model Navigator.
The items are displayed in the hierarchal mode in the tree.

ER/Studio Software Architect 1.0 Evaluation Guide 5


Session 3: Creating a Use Case Diagram
We will create elements for this use case diagram using the palette in the Diagram View.

Placing the Diagram Elements


You can build a use case diagram by placing elements in the Diagram View directly from the palette. The
diagram we are going to create shows an example of actors and use cases for an ATM system.

1. In the Use Case palette click the Subject icon ( ).

2. Then click once in the center of the Diagram View


and the subject is placed in the diagram with the
label “Subject1” highlighted. Rename it “ATM” and
the label is centered at the top of the subject. The
Model Navigator now has the following in its
hierarchy:

3. Click the Actor element ( ) on the Use Case


palette and place three actors in the Diagram View
as shown in the following graphic.

Note: You can also place multiple elements in a


diagram. Holding down the CTRL key, click
the Palette icon for the element you want to create (the icon stays highlighted).
Continue to hold down the CTRL key and click in the diagram to place the desired
number of elements. Press ESC to exit the multi-drop mode.

ER/Studio Software Architect 1.0 Evaluation Guide 6


4. Next we will label the actors. Right-click on an actor element, select Rename from the context menu,
enter your label, and press Enter. Each actor is named as follows:
Actor 1 = Customer
Actor 2 = Administrator
Actor 3 = Bank

5. The Use Cases are placed within the subject to show tasks or activities. Click Use Case ( ) and
place five elements inside the ATM subject.
6. Select an element and then click once again to label each element as follows:
UseCase1 = Withdraw
UseCase2 = Transfer Funds
UseCase3 = Deposit Money
UseCase4 = Register ATM at Bank
UseCase5 = Read Log

Aligning in the Diagram View


There is a quick and simple way to align your placed objects. In this example we want to make sure our
top set of use cases are aligned and distributed evenly.
1. Select the five use cases you placed in the subject by holding down the left mouse button and
drawing a box around the tasks. Notice that all five elements are now marked with handles.
2. Place the mouse cursor on the task labeled “Withdraw” and Shift+Click because you want to align
all the other elements with it. That element is now highlighted with black box handles instead of
hollow boxes.

ER/Studio Software Architect 1.0 Evaluation Guide 7


3. On the toolbar, click the drop-down arrow next to the align icon and select the Align Center icon ( ).
The five elements are now aligned.

ER/Studio Software Architect 1.0 Evaluation Guide 8


Create Generalization Link
One relationship between the Actors is the Generalization Link. This is useful in defining overlapping
roles between actors. We are going to create a link from the Administrator actor to the Customer actor.

1. Click the Generalization Link ( ) in the Use Case palette.


2. Click the Administrator actor and drag the cursor to the Customer actor. A generalization link is
created.
3. You can create a note for this link to display additional information. Right-click the link and select
New > Insert > Linked Note. A note connected to the link is created.
4. Select the note once and then click once again. Enter the follow text: “Administrator assists
customer” and then click outside the note box.

Creating Association Links


You will now connect the actors to the use cases using an Association Link.. A direct association links
an element and a requirement and synchronizes both artifacts so you can manage them as
a single, conceptual item.

1. While holding down the Ctrl key, click the Association Link ( ) in the Use Case Palette.
2. While still holding down the Ctrl key, create association links between the following:
Customer to Withdraw
Customer to Transfer Funds
Customer to Deposit Money
Administrator to Register ATM at Bank
Administrator to Read Log
Bank to Deposit Money
Bank to Register ATM at Bank
ER/Studio Software Architect 1.0 Evaluation Guide 9
Changing the Properties of an Element
When you double-click on an element, the Property View for that element opens. You can use the
Property View to:
• Change the name or properties of an element.
• Enter a description and notes for the element, if applicable.
• View any links or usages that have been created to the element.
• Change the appearance of the object.
For purposes of this diagram, we are going to rename the Administrator actor and add a description.
1. Right-click the Administrator actor in the Diagram View and select Properties to open the Property
View.

ER/Studio Software Architect 1.0 Evaluation Guide 10


2. On the Properties tab, change the name from “Administrator” to “Chief Teller”.
3. Click the View tab in the Properties tab and then click background color.

4. Click Browse ( ) and the color dialog appears.


5. Click red and then click OK. The Chief Teller actor is now red.
This completes the process of creating the use case diagram. Your diagram should resemble the
following graphic.

ER/Studio Software Architect 1.0 Evaluation Guide 11


Session 4: Create a Pattern from Existing Elements
Patterns provide you with powerful reuse facilities. Instead of starting from scratch for each design problem, you can
use predefined patterns supplied with ER/Studio Software Architect.

Patterns are pluggable extensions for ER/Studio Software Architect enabling you to:

• Create new and frequently used elements


• Modify existing elements

Each pattern describes a set of model elements, relations between them, and constraints applied to those elements.
Patterns are represented by special modeling projects covering all the aspects of patterns. Patterns are independent
of any programming or markup language. You can use them to create or modify any type of element. Concrete
patterns are designed to work with elements of a specific type. The Pattern Registry is used to manage patterns.
Pattern instances appear as a result of recognition of the existing model or creating new instances (along with model
elements playing pattern roles) in the model. Pattern instances contain information about the pattern name and the
role of each participant. They are shown in the Pattern Explorer view and under the Patterns node in the Model
Navigator.

When applied to a diagram, such patterns create their entities and are presented on the diagram itself, with the links
to the created entities. Such patterns enable further modification by means of adding new participants (new pattern
parts). All patterns that appear in the Pattern Explorer are represented in the project model in the form of entities with
metaclass "pattern". Visually, pattern instances will be displayed as ovals (like collaboration occurrences). Pattern
entities will have children links to pattern participants and this allows map links on diagrams from pattern instances to
pattern participants. Actions on pattern instances in the model will be the same as in the pattern explorer.

This portion of the Evaluation Guide walks you through the steps to create a pattern from existing elements using
ER/Studio SA. We are going to create a pattern from the project we created in the last step (Project One).

1. Expand the “Project One” project in the Model Navigator

2. If the diagram is not open in the Diagram View, double-click “UseCaseDiagram201” in the Model Navigator
tree.
ER/Studio Software Architect 1.0 Evaluation Guide 12
3. Next , select the Subject element labeled “ATM” which will be transformed to a pattern definition.

4. Right-click in this elements and select Export.

5. In the Export dialog select Modeling > Pattern Definition and then click Next.

6. In the Create Pattern from Elements dialog that opens, enter the pattern name “ProjectOnePattern”
and then click Finish. The new "ProjectOnePattern” appears in the "Workspace" folder of the Pattern
Registry. This Pattern Registry can appear either on the right side of the Diagram View or below the
Diagram view. Now you can run recognition using this pattern or generate new pattern instances.

ER/Studio Software Architect 1.0 Evaluation Guide 13


Session 5: Define the UML Profile
The next three sessions will walk you through the steps of defining, deploying and applying a UML profile.
We are going to define a sample UML profile for Web Services modeling. Web Service is modeled as a
UML Component having the additional property "namespace". This property is mapped to the
"targetNamespace" attribute during WSDL file generation. Web Service ports are modeled as UML Ports
owned by Web Service Component. Each Web service port has two additional properties "style" and
"transport". Style can have only two values: "rpc" and "document". Transport URI is modeled as a String
property. Profile extensions will be applied to Component UML diagrams.
1. Create a Profile Definition Project by selecting File > New > Other. Expand the Modeling node,
choose Profile Definition Project and click Next.

2. In the New Project dialog, enter the project name “WSDL profile” and click Finish. The WSDL profile
project containing an empty WSDL profile diagram is created. Also note that the Palette now has a
Profile Definition section as well.

3. Click the “stereotype” icon ( ). This icon is located in the Profile Definition portion of the palette.
4. Click in the diagram’s background and a stereotype rectangle is created. Name the stereotype “Web
Service” and press Enter.
ER/Studio Software Architect 1.0 Evaluation Guide 14
5. Create another stereotype icon and name it SOAP Port.
Next we are going to add the metamodel elements “Component” and “Port” to the diagram.
1. Right-click in the diagram’s background and select New > Shortcut on the context menu.
2. In the Shortcuts dialog expand metamodel > UML20 > components, select “Component” and click
Add.
3. In the same dialog, expand metamodels > UML20 > compositestructures, select “Port” and click
Add.
4. Click OK and the “component” and “Port” classes are added to the diagram.

We will continue the process by creating extension links, a namespace, and enumerations.

1. To create extension links click the Extension icon ( ) in the Profile Definition portion of the
palette and draw a link from “Web Service” to “component”. Also draw a link from “SOAP Port” to
“Port”. Notice that the links are labeled “<extension>”.
2. To create the Web Service “namespace” property right-click the “Web Service” stereotype and
select New > Attribute on the context menu.
3. Enter “namespace:String” and press Enter. The “namespace” property of type “String” is
created. Notice that if you enter incorrect syntax in the label the text turns red and remains so
until the error is corrected.
4. Once again, right-click “Web Service” and select Properties from the context menu.
5. Click Profile Definition in the Properties tab and click “viewmap”.

6. Click browse ( ) to open the Specify Node Viewmap. Uncheck the “use default viewmap”
option.
7. Select “color” and click “choose color”. Select Yellow from the color dialog and click OK. Click OK
once again to close the Specify Node Viewmap dialog.

8. Click “Enumeration” ( ) in the Class Diagram Elements palette and click the diagram’s
background.
9. Label the enumeration “Style” and press Enter.
10. Right-click the Enumeration element and select New > Insert > Enumeration Literal. Label it
“rpc”.

ER/Studio Software Architect 1.0 Evaluation Guide 15


11. Create another Enumeration Literal and label it “document”.
Next we will specify SOAP Port properties, create a contribution element, and contribution links.
1. Right-click the SOAP Port stereotype and select New > Attribute. Enter “style:Style” and press
Enter.
2. Create another attribute and name it “location:String”.

1. Click “Palette Contribution” ( ) in the Profile Definition portion of the Palette and click in the
diagram view. Label it “WSDL Profile”
2. Open the properties of the “WSDL Profile” and select “diagrams’ in the Profile Definition view.
Click Edit ( ). In the Select Diagrams dialog, select “Component” and click OK.

3. Click the contribution link ( ) and draw a link from the “WSDL Profile” to both the “Web Service”
and SOAP Port” stereotype elements.

ER/Studio Software Architect 1.0 Evaluation Guide 16


Session 6: Deploy the UML Profile
Once the UML Profile has been created it then needs to be deployed.
1. Select “WSDL profile” in the Model Navigator
2. From the main menu select Model > Profile > Deploy Profile and the Deploy Profile dialog
appears.

ER/Studio Software Architect 1.0 Evaluation Guide 17


3. Leave all the default settings and click Finish. The deployment process consists of generating
the corresponding Eclipse plugin that implements WSDL profile functionality. This may take a few
moments and a progress dialog appears.
4. At the end of the process, a dialog appears asking you to restart. Click Yes.

Session 7: Apply the UML Profile


The final session applies the sample UML Profile for Web Services modeling. Web Service is modeled as
an UML Component having an additional property "namespace". This property will be mapped into
"targetNamespace" attribute while WSDL file generation. SOAP Ports are modeled as UML Ports owned
by Web Service Component. SOAP Port has two additional properties "style" and "location". Style can
have only two values: "rpc" and "document". Location URI is modeled as String property. Profile
extension will be applicable to Component UML diagrams.
1. The first step is to create a new UML project. Select File > New > UML 2.0 Project and in the
New Project dialog, enter the project name “My Web Service”.
2. Click Next and leave the default settings in the Modeling Settings dialog.
3. Click Next once again and in the Profile dialog select “WSDL profile” in the Available profiles list
box and click Finish.
ER/Studio Software Architect 1.0 Evaluation Guide 18
4. Right-click “My Web Service” project in the Model Navigator and select New Diagram >
Component. The component diagram is created and the diagram palette has an additional
category labeled “WSDL Profile”.
5. In the WSDL Profile section of the palette, click “Web Service”
( ) and click the diagram view background. The web service
component is created. Leave it labeled as is.
6. Right-click the component and select “Properties” from the context
menu. Notice that in the Properties tab an additional “WSDL
profile” category with a “namespace” property appears.
7. Right-click “Web Service1” component in the diagram and
select New > WSDL profile > SOAP Port. “SOAP Port1” is
created on the component boundary.
8. If you open the port properties (double-click on the white box
located on the border of the component), notice that the
SOAP port properties contains an additional WSL profile
category with location and style properties.
9. Also, if you click the drop-down arrow in the style, “document”
and “rpc” are listed in the Value column.

Session 8: Generating HTML Documentation


In this session we will generate a project documentation in HTML format, using the default template,
supplied with the product.
1. Open the “UseCaseDiagram201” that you created at the beginning of this Evaluation Guide.
2. Select Model > Documentation > Generate HTML on the main menu.
3. In the Generate HTML Documentation dialog that opens, leave the default setting in the output
folder.
4. In the Scope option, click the drop-down arrow and select “Project One”.
5. In the Options section, leave the default settings.
6. Click Finish and a progress dialog appears. The generated document opens in a separate
window.
The first document that appears shows the class diagram for the selected project and section
showing the Project hierarchy and the different elements of the package:
ER/Studio Software Architect 1.0 Evaluation Guide 19
Click on Package to view the summary of all elements in the package:

ER/Studio Software Architect 1.0 Evaluation Guide 20


Setting Preferences for the Documentation Generation
1. On the main menu, choose Window > Preferences > Generate Documentation.
2. Expand this node and then expand the “Generate HTML” node and enter the options for HTML
documentation: classes and members to be included in the documentation, tags to be included in the
documentation and Javadoc Options.

3. Under the HTML Output category, choose the option of processing line breaks.

4. Under the RTF Output category, set up text formatting options.

Session 9: Using ER/Studio SA Tools


As you work on your diagrams, ER/Studio SA offers many tools that make it easier to find elements,
navigate, and customize your diagrams.

Search
The Search function searches the entire workspace and then provides a list of the objects that were
found. It searches the data itself, not the element in the diagram.
To perform a search, select Search > Model on the main menu and the Search dialog appears:

You can search a name or any property in the model. The scope of your search can include the entire
workspace, or selected resources or working sets. The search can be limited to specific types of objects
and you can match case and whole words. In the example below we are going to search any element
with the search string of “bank”.
ER/Studio Software Architect 1.0 Evaluation Guide 21
After you click Search, a Search tab view appears with all the elements that matched the search. From
this view, there are several toolbar buttons available which will assist in locating the element in active
diagram, all diagrams, or the model view. There are also toolbar buttons to modify the search and filter
out the results.

Diagram Commands
There are four commands available under Diagram on the main menu that you can use to customize
your diagrams:
Grid When working in the Diagram View you have the option to display grid lines in the view.
You also can ‘snap objects to grid’ so that when you place an object in the Diagram
View, it automatically snaps to the nearest grid line. When an element is moved, it also
snaps to the nearest grid.

1. With a diagram open in the Diagram View, select Diagram > Grid from the main
menu.

ER/Studio Software Architect 1.0 Evaluation Guide 22


2. Select Diagram > Snap to Geometry to activate this feature. This feature is
active even if the grid lines are not displayed.
Layout Select Diagram > Layout and you have access to six different layout options for your
diagram: all, all for printing, all and optimize size, selected elements, all except
selected elements, and inner substructure.
Align Select Diagram > Align to access the different ways to align elements in your diagram:
top, left, right, bottom, center horizontally, and center vertically.
Match When working with elements you can match elements in either width or height.
1. Select elements in the diagram that you want to match in either width or height.
2. Shift+Click the element you want to be matched
3. When you select Diagram > Match all the selected elements will confirm to the
selected element.

Zooming
From the main menu select Diagram to gain access to the commands to adjust the zoom level of any
diagram. These commands are also available on the Diagram View toolbar. You have several different
options available:
Fit to window: Zoom level is reduced in the Diagram View so that the entire diagram fits in the visible
screen area.
Actual Size: Returns the diagram to the original size when created.

Zoom with preset percentages: You can enlarge or reduce a diagram using a preset percentage.
Zoom In and Zoom Out: Each time your click the command the view increases or decreases by a
set percentage.

Toolbars
Layout and Alignment
Use this toolbar to align, evenly distribute, evenly size, stack, or group the elements in a diagram.

Formatting Toolbar
Use this toolbar to: create new projects, diagrams, etc.; save projects or diagrams; print diagrams; create
a new diagram; open the parent diagram; or select elements in an opened diagram.

Overview Window
Click Show Overview ( ) on the Layout and Alignment toolbar. This is a ‘thumbnail’ view of your model
and is useful when working with large diagrams that appear on more than one screen. You have the
ability to pan the entire model. As you move the blue shaded box in the Overview window, the portion in
the highlighted area appears in the Diagram View. Also, if you click an object in the Overview pane, that
object appears in the Diagram View.

ER/Studio Software Architect 1.0 Evaluation Guide 23


For large diagrams, the Overview window is a much more powerful navigation tool than using a
combination of ER/Studio SA scroll bars and zoom features.

Summary
This completes the ER/Studio SA Evaluation Guide. For more information please refer to the online help
in the application.

Additional Evaluation Resources


Embarcadero Technologies provides a variety of resources to help support your evaluation and selection
of a Data Modeling product for your organization.

Web site
Visit our Web site for current product and company information, educational materials and
supporting information. Visit www.embarcadero.com.

Electronic Documentation
Detailed reference documentation is available on the ER/Studio SA Evaluation CD or online at
docs.embarcadero.com.

Email Support
You can contact ER/Studio SA support engineers, consultants and engineers directly by sending
inquiries to [email protected] or log a case through embarcadero.com at:
http://www.embarcadero.com/support/open_case.jsp

Telephone Support
We encourage you to call us anytime you would like help or have questions during your
evaluation.

For North America and Latin America


Phone: 415.834.3131 ext. 2
Hours: Monday to Friday, 6:00am - 6:00pm Pacific time, excluding holidays

For Europe, Africa and the Middle East


Phone: +44 (0) 1628 684499
Hours: Monday to Friday, 9:00am - 5:30pm UK time, excluding holidays

For Asia Pacific


Phone: +44 (0) 1628 684499
Hours: Monday to Friday, 9:00am to 5:30pm Eastern time, excluding holidays

ER/Studio Software Architect 1.0 Evaluation Guide 24

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