Getting Started with ER/Studio Software Architect. Embarcadero ER/STUDIO SOFTWARE ARCHITECT 2016+/16.5
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Getting Started with ER/Studio Software
Architect
This section contains an introduction to modeling with ER/Studio Software Architect. The sample projects and Cheat
Sheets are designed to help you explore the features while working with projects. Some of the special features include: patterns, generating project documentation, reverse engineering and so forth.
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Sample Projects and Cheat Sheets
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Tour of ER/Studio Software Architect
Overview
Welcome to 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 shipped with two versions: one version using the regular installer and one using the
Instant On build.
• The Installation Guide for a regular installation is available for download from IDERA’s Product
Documentation web site www.idera.com/support/productdocuments .
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using the Instant On Application Launcher.
The ER/Studio Software Architect features are tightly integrated with the Eclipse environment. When ER/Studio
Software Architect support is activated, the following items are added or modified:
• Diagram Editor
• Model Navigator
• Properties View
• Palette
NOTE: If your Internet access is limited by network security, or if your computer is protected by a personal firewall, the Web-based links in this Help system might not function properly.
Related Concepts
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E M B A R C A D E R O TE C H N O L O G I E S > E R / S T U D I O S O F T W A R E A R C H I T E C T U S E R G U I D E 180
G E T TI N G S T A R TE D W I T H E R / S T U D I O S O F T W A R E A R C H I TE C T > TO U R O F E R / S TU D I O S O F T W A R E A R C H I T E C T
Documentation Set
The documentation set consists of the following items:
Item Description
Release Notes (ReadMe)
Setting Up Licensing for
ER/Studio Software
Architect.
Online help
Location
Late-breaking information including:
Last minute notes
System requirements
Installing and starting ER/Studio Software Architect
Known issues and limitations readme.html
ER/Studio Software Architect licensing setup. ER/Studio Software Architect main menu:
Help/ER/Studio Software Architect
Licensing
General, context, and dynamic help for ER/Studio
Software Architect including the following comprehensive information most relevant to the user:
— Conceptual topics — Getting Started and
Concepts
— Procedural topics — Working with Projects,
Creating and using profiles, Working with diagrams, Working with different types of modeling,
Refactoring procedures, Using OCL, Working with patterns, Quality assurance, and Documentation generation procedures.
— Reference topics — dialogs, wizards and GUI elements
ER/Studio Software Architect main menu:
Help/Help Contents
Cheat Sheets Interactive tutorial that help you start using basic product features. Each cheat sheet helps you complete a single task.
A list of cheat sheets is available in the Sample projects and cheat sheets topic.
ER/Studio Software Architect main menu:
Help/ Cheat Sheets
Related Concepts
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Sample Projects and Cheat Sheets
ER/Studio Software Architect ships with sample projects and cheat sheets that help you get acquainted with the application and its features.
The sample projects are available under File > New > Other > Examples.
The following is a list of sample projects:
• Profile Definition
• UML 2.0 Notation
Cheat sheets provided with ER/Studio Software Architect are basically interactive tutorials that help you to start using some of the new features. Each cheat sheet helps you complete some task. The cheat sheets are available under:
Help > Cheat Sheets .
E M B A R C A D E R O TE C H N O L O G I E S > E R / S T U D I O S O F T W A R E A R C H I T E C T U S E R G U I D E 181
G E T TI N G S T A R TE D W I T H E R / S T U D I O S O F T W A R E A R C H I TE C T > TO U R O F E R / S TU D I O S O F T W A R E A R C H I T E C T
The following is a list of available cheat sheets
Open this cheat sheet...
to learn how to perform the following
OCL Features
Define and Run Model Audits
OCL Constraint Creation
Create custom model audits using OCL
Create OCL constraint in your project
Search in Model Using OCL Expressions Perform model search using OCL.
Patterns
Create a pattern from Existing Elements
Create a Pattern from Scratch
Export Pattern Definitions
UML Profiles
Apply UML Profile
Define UML Profile
Deploy UML Profile
Apply created UML profile for Web Services modeling
Create custom UML profile for Web Services modeling
Deploy created UML Profile
Help on Help
ER/Studio Software Architect allows you to view various help topics that will assist you while you are completing your tasks.
Online Help
The Online Help includes conceptual overviews, procedural how-to's, and reference information, which allow you to navigate from general to more specific information as needed.
NOTE: When you use a link to navigate from one topic to another topic, the context of the Help topic you are viewing might not be obvious. To find the context of a topic within the
Contents pane, click Show in Table of Contents on the toolbar of the Eclipse Help viewer.
Concepts
Concepts introduce the main features and methods that will help you learn and understand ER/Studio Software
Architect techniques. At the end of most conceptual topics, you will find links to related, more detailed information.
How-To Procedures
The how-to procedures provide step-by-step instructions.
All procedures are listed under Procedures in the Contents pane of the Help window.
Reference Topics
The reference topics provide detailed information on subjects such as configuration options, GUI elements, dialogs, and wizards references.
All of the reference topics are listed under the Reference section in the Contents pane of the Help window.
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Typographic Conventions Used in the Help
The following typographic conventions are used throughout ER/Studio Software Architect online Help.
Typographic conventions
Convention Used to indicate
Monospace type
Boldface
Italics
KEYCAPS
Related Concepts
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Source code, file and folder names, and text that you must type.
GUI elements and dialogs.
Book titles and to emphasize new terms.
Keyboard keys, for example, the CTRL or ENTER key.
Tour of ER/Studio Software Architect
Modeling User Interface
The Modeling perspective is the default perspective. The Modeling perspective provides the following views:
View Description
Add linked results
Model Audits
Model Bookmarks
Model Metrics
Model Navigator
Diagram Editor
Shows results of applying the Add Linked command.
Displays the results of the model audits that are run.
Lists bookmarked model elements.
Displays the results of the model metrics that are run.
Provides the logical representation of the model of a project: namespaces
(packages) and diagram nodes.
Displays created and opened diagrams. When multiple diagrams are used, the diagram editor provides a tab for each diagram.
Properties
Profile Constraints
Profile Validation
OCL Expression
Last Validation Results
Displays the properties for a selected element. The properties for each element are usually divided into different categories.
Lists available profile constraints.
Displays results of the profile validation process.
Enables quick evaluation of OCL expressions in the explicitly specified context (an EM/Studio or EMF model element), or in the context of the current selection.
Displays results of the latest validation of a pattern definition.
Pattern Explorer
Pattern Registry
Enables logical organization of patterns (using virtual trees, folders and shortcuts), and management of recognized instances of patterns.
Defines the virtual hierarchy of patterns.
E M B A R C A D E R O TE C H N O L O G I E S > E R / S T U D I O S O F T W A R E A R C H I T E C T U S E R G U I D E 183
C O N C E P T S > I N T E R O P E R A B I L I TY
Model Menu
View
Generate Class Diagram
Run Model Metrics
Run Model Audits
Compare with
Profile
Documentation
Description
Displays the results of the model metrics you run.
Displays the results of the model audits you run
Each Other (as model elements): Compares two or three selected model elements against each other and shows differences in a separate view
Local Version: Compares a shared resource with a version stored on your disk.
Uninstall Profiles: Uninstalls the selected profile
Open Profile Definition: Opens the profile definition project.
Deploy Profile: Starts the creating profile plug-in process.
Run Profile Constraints: Runs profile-specific audits.
Convert Properties: Converts profile-specific properties of the projects created in the previous version of
ER/Studio Software Architect for Eclipse to the new format. For more information see Converting Profile-
Specific Properties topic in the Procedures section.
Preferences: Opens the Profile preferences in the
Modeling node.
Generate HTML: Opens the Generate HTML
Documentation dialog.
Generate Documentation Using Template: Opens the
Generate Documentation Using Template dialog.
Diagram Menu
The Diagram menu includes commands relevant to working with the diagram currently opened in the Diagram editor.
The commands include, but are not limited to, layout and align, different levels of zoom, switching grid and rulers,
hiding and showing elements, and so forth. For more information, refer to Diagram View .
Related Procedures
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E M B A R C A D E R O TE C H N O L O G I E S > E R / S T U D I O S O F T W A R E A R C H I T E C T U S E R G U I D E 184
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Table of contents
- 9 ER/Studio Software Architect Workbench User Guide
- 9 Getting Started
- 9 Basic Tutorial
- 30 Team CVS Tutorial
- 38 Concepts
- 38 Workbench
- 40 Editors
- 44 Toolbars
- 45 Markers
- 45 Bookmarks
- 45 Label Decorations
- 45 Help
- 46 Team Programming with CVS
- 50 Accessibility Features in Eclipse
- 53 Features
- 54 Tasks
- 54 Working with Perspectives
- 57 Working with Views and Editors
- 61 Customizing the Workbench
- 64 Working with Projects, Folders and Files
- 67 Navigating and Finding Resources
- 68 Problems, Bookmarks, Tasks, and Other Markers
- 70 Comparing Resources
- 71 Working with Local History
- 72 Restoring Deleted Resources from Local History
- 73 Importing
- 74 Exporting
- 75 Accessing Help
- 79 Working in the Team Environment with CVS
- 101 Reference
- 101 Minimizing Data Loss from Crashes
- 101 Preferences
- 119 Team Support with CVS
- 125 Secure Storage
- 127 User interface information
- 146 ER/Studio Software Architect
- 146 Overview
- 146 Features
- 146 Projects
- 146 Packages
- 147 Diagrams
- 147 Model Elements
- 147 Model Shortcuts
- 148 Model Hyperlinking
- 148 Model Annotations
- 148 Interoperability
- 148 Modeling
- 151 Model Import and Export
- 151 OCL Support
- 153 Patterns
- 154 Quality Assurance
- 155 Refactoring
- 155 Version Control
- 156 Project Documentation
- 156 Additional Product Information
- 157 Getting Started with ER/Studio Software Architect
- 157 Overview
- 158 Documentation Set
- 158 Sample Projects and Cheat Sheets
- 159 Help on Help
- 159 Online Help
- 160 Tour of ER/Studio Software Architect
- 160 Modeling User Interface
- 162 Concepts
- 162 Basics
- 162 Project Overview
- 163 Package Overview
- 163 Diagram Overview
- 164 Diagram Format
- 164 Containment Metamodel
- 164 Model Element Overview
- 164 Model Shortcut Overview
- 165 Model Hyperlinking Overview
- 165 Model Annotation Overview
- 166 Interoperability
- 167 Modeling Overview
- 167 UML Modeling Overview
- 177 UML Profiles
- 179 Model Compare and Merge
- 180 Model Import and Export Overview
- 180 OCL Support
- 181 About OCL Support
- 182 OCL Constraints and Expressions
- 182 OCL on Non-Class Diagrams
- 183 Patterns
- 184 Patterns Overview
- 185 Pattern Definition Project
- 185 Pattern Recognition
- 186 Quality Assurance
- 186 Model Audits
- 186 Model Metrics
- 187 Metrics Graphical Representation
- 187 Exporting and Importing Audits and Metrics
- 188 Version Control
- 188 Overview
- 188 Task-aware features
- 188 Project Documentation
- 188 Documentation Generation
- 189 Documentation Template
- 197 Procedures
- 197 Getting Started Procedures
- 198 Instant On Application Launcher
- 198 Adding a Single Model Element to a Diagram
- 199 Bookmarking Model Elements
- 199 Choosing a Target Perspective
- 199 Configuring Preferences on the Workspace and Diagram Levels
- 200 Creating a Browse-Through Sequence of Diagram
- 200 Creating a Diagram
- 201 Creating a Project
- 201 Creating a Shortcut
- 202 Creating a Simple Link
- 202 Deleting a Diagram
- 203 Deleting Elements
- 203 Hiding and Showing Model Elements
- 204 Opening a Diagram
- 204 Printing Diagrams
- 204 Selecting Model Elements
- 205 Using Drag-and-Drop
- 205 Using Example Project
- 206 Diagrams
- 206 Common Diagram Procedures
- 214 Populating Diagrams
- 217 Editing Diagrams
- 223 Projects
- 223 Changing the Default Diagrams Directory
- 223 Choosing a Perspective
- 224 Creating a Project
- 224 Enabling UML Profiles
- 225 Establishing Cross-Project References
- 225 Exporting a Project to XMI Format
- 226 Exporting a Project to XMI Format Using Command Line
- 226 Importing a Project in XMI Format
- 226 Navigating Between the Tree View and Diagram
- 227 Using Example Projects
- 228 Working with a Package
- 229 XMI Export and Import of the Models with Cross-Project References
- 229 Profiles
- 230 A Typical User Scenario of Working with Profiles
- 234 Adding Attributes to Stereotypes
- 235 Adding Shortcuts to Metaclasses
- 235 Applying Profiles
- 236 Creating Palette Contributions
- 236 Creating Profile-Specific constraints
- 237 Creating Stereotypes
- 239 Defining Profile Properties
- 239 Deploying Profiles
- 240 Enabling UML Profiles
- 241 Exporting and Importing Profiles
- 241 Opening Profile Definition
- 242 Setting Viewmap Properties for Stereotypes
- 242 Uninstalling Profiles
- 242 Verifying a Model against Profile Constraints
- 243 Working with Required Stereotypes
- 244 UML 2.0 Diagrams
- 244 UML 2.0 Class Diagrams Procedures
- 249 UML 2.0 Use Case Diagrams Procedures
- 250 UML 2.0 Interaction Diagrams Procedures
- 260 UML 2.0 State Machine Diagrams Procedures
- 264 UML 2.0 Activity Diagrams Procedures
- 267 UML 2.0 Component Diagrams Procedures
- 269 UML 2.0 Deployment Diagrams Procedures
- 270 UML 2.0 Composite Structure Diagrams Procedures
- 273 Template Elements
- 274 Comparing and Merging Models
- 274 Comparing and Merging Shared Models
- 274 Comparing Models
- 274 Merging Models
- 275 Object Constraint Language (OCL)
- 275 Creating an OCL Guard Condition for a Transition
- 276 Creating Constraints
- 276 Editing Constraint Expressions
- 277 OCL in Documentation Templates
- 277 Searching Model with OCL Queries
- 277 Using OCL in Model Audits and Metrics
- 278 Working with a Combined Fragment
- 281 Working with Custom OCL Operations
- 282 Patterns
- 282 Adding a Pattern Part
- 283 Building Pattern
- 283 Creating Model Element by Pattern
- 283 Creating Pattern Definition
- 284 Deleting Patterns Instances
- 284 Managing Pattern Definitions in the Pattern Registry
- 285 Recognizing Patterns
- 285 Validating Pattern Definition Project
- 286 Verifying Pattern Instances
- 286 Working with the Pattern Instances
- 288 Quality Assurance
- 289 Creating a Metrics Chart
- 289 Grouping and Ungrouping
- 290 Hiding and Showing Audit Results
- 290 Navigating to Problems
- 290 Refreshing QA Results
- 290 Specifying Quality Assurance Preferences
- 291 Using OCL in Model Audits and Metrics
- 291 Using QA History
- 292 Using Version Control and Teams
- 292 Comparing and Merging Shared Models
- 292 Setting up Repositories
- 293 Generating Project Documentation
- 293 Configuring the Documentation Generation Facility
- 293 Generating HTML Documentation
- 294 Generating Project Documentation from Command Line
- 294 Generating Project Documentation Using Template
- 294 Documentation Templates Procedures
- 295 A Typical Scenario of Creating a Custom Documentation Template
- 296 A Typical Scenario of Creating a Template for Multi-Frame Documentation
- 296 Creating Controls
- 296 Creating Custom Documentation Template
- 297 Creating Formatting Styles for Documentation Templates
- 297 Creating Hypertext Links (Advanced)
- 298 Creating Javadoc Link References (Advanced)
- 299 Creating Sections
- 299 Creating Stock Sections
- 300 Defining Frameset Structure
- 300 Hyperlinking Controls to Element Documentation
- 301 Hyperlinking Documentation
- 302 Image Mapping (Advanced)
- 302 Moving, Resizing and Aligning Controls
- 303 OCL in Documentation Templates
- 303 Setting Area Properties
- 303 Setting Call to Template Section Properties
- 304 Setting frame and Frameset Properties
- 304 Setting Section Properties
- 304 Setting Template Properties
- 305 Using Word Documents in Documentation Templates
- 305 Interoperability and Migration
- 306 Importing a Project in XMI Format
- 306 XMI Export and Import of the Models with Cross-Project References
- 308 Keyboard Shortcuts
- 308 Navigational Shortcut Keys
- 308 Shortcut Keys for Editing
- 309 Zoom Shortcut Keys
- 309 Other Shortcut Keys
- 310 Preferences
- 310 Windows Preferences
- 310 General
- 318 Licensing
- 318 Generate Documentation
- 321 Help
- 321 Modeling
- 337 Team
- 337 References
- 338 Components of the User Interface
- 338 Available Menus
- 348 Model Bookmarks View
- 348 Compare Editor
- 349 Tool Palette
- 349 Diagram View
- 350 Model Navigator
- 351 OCL Expressions View
- 353 Properties View
- 355 XSL Editor
- 355 Trace Synchronizer View
- 356 Last Validation Results View
- 356 UML 2.0 Reference
- 357 UML 2.0 Class Diagrams
- 361 UML 2.0 Use Case Diagrams
- 362 UML 2.0 Interaction Diagrams
- 367 UML 2.0 State Machine Diagrams
- 374 UML 2.0 Activity Diagram
- 376 UML 2.0 Component Diagrams
- 378 UML 2.0 Deployment Diagrams
- 381 UML 2.0 Composite Structure Diagrams
- 381 Dialogs
- 381 Print Diagram
- 383 Glossary