Navigator User PDF

CA ERwin Model Navigator
User Guide
r7.3
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CA Product References
This document references the following CA products:
CA ERwin Model Navigator
CA ERwin ERwin Data Modeler
CA ERwin Process Modeler
CA ERwin Model Manager
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Contents
Chapter 1: Working with CA ERwin Model Navigator 9

Intended Audience ............................................................................. 9
CA ERwin Model Navigator - Part of CA ERwin Modeling Suite .................................... 10
Modeling Overview ........................................................................... 10
The Application Development Cycle ............................................................ 11
Chapter 2: Installation 13
Install CA ERwin Model Navigator .............................................................. 13
Post-Installation .............................................................................. 14
Chapter 3: Navigating Data Models 15

Data Models .................................................................................. 15
Basic Data Modeling Concepts ................................................................. 15
Model Types .............................................................................. 16
Entities................................................................................... 17
Tables ................................................................................... 18
Attributes and Columns ................................................................... 19
Primary Key and Non-Keys ................................................................ 20
Relationships ............................................................................. 21
Foreign Key .............................................................................. 23
Workplace Panes ............................................................................. 24
Advisories Pane ........................................................................... 25
Model Explorer............................................................................ 25
Action Log ................................................................................ 33
Open an Existing Model ....................................................................... 41
Open a Model Saved in XML Format (XML Import) .............................................. 41
Connect to the Database or Mart .............................................................. 42
Open a Model or Submodel from the Mart ...................................................... 43
Customizing the Appearance of Data Models .................................................... 45
Display Levels ............................................................................ 45
Font and Color Change for Individual Objects ............................................... 49
Change the Diagram Window Magnification Level ........................................... 50
Print a Data Model ............................................................................ 50
Print Only What You Want ................................................................. 51
Set Printer Options ........................................................................ 52
Specify an Exact Print Scale Value ......................................................... 52
Contents 5
Print a Model on One Page................................................................. 53
Add a Page Header or Footer .............................................................. 53
Page Margins ............................................................................. 54
Page Boundaries .......................................................................... 54
Set Print Margins ......................................................................... 54
Chapter 4: Navigating Process Models 57

Overview of Process Modeling ................................................................. 57
Supported Process Modeling Methods ...................................................... 58
Entities and Attributes .................................................................... 67
Supported Arrow Styles ................................................................... 68
Business Models .............................................................................. 69
Workplace Overview .......................................................................... 69
Model Explorer............................................................................ 70
Open a Model ................................................................................ 72
Connect to the CA ERwin MM Mart ............................................................. 72
Open a Model or Submodel from the Mart ...................................................... 73
Customizing the Appearance of Process Models ................................................. 75
Displaying and Hiding Workplace Elements ................................................. 75
Set the Diagram View ..................................................................... 76
Model, Diagram, and Diagram Object Properties ............................................ 76
Print a Diagram ............................................................................. 101
Set Printer Options ....................................................................... 103
Set Default Font Properties for Report Text ................................................ 104
Chapter 5: Reporting 105

The Report Template Builder ................................................................. 105
Report Templates ........................................................................ 105
How to Use the Report Template Builder Dialog ............................................ 106
Open a Report Template in the Report Template Builder .................................... 107
Create a New Report Template in the Report Template Builder .............................. 107
Set Template and Object Properties ....................................................... 108
Open a Report Directory.................................................................. 110
Build a Report Template Using Objects .................................................... 110
Create a Standards Template in the Report Template Builder ............................... 112
Define Properties for an Existing Report Template .......................................... 113
Create a Picture Report in the Report Template Builder ..................................... 113
Edit a Report Template in the Report Template Builder ..................................... 115
Delete a Report Template ................................................................ 115
Run a Report in the Report Template Builder .............................................. 116
Management of Report Results ........................................................... 117
6 User Guide
Data Model Reporting ........................................................................ 120
The Data Browser ........................................................................ 121
Process Model Reporting ..................................................................... 133
Generate a Model Report ................................................................. 134
Generate a Diagram Report .............................................................. 136
Generate a Diagram Object Report ........................................................ 137
Generate an Activity Cost Report.......................................................... 141
How to Generate an Arrow Report ........................................................ 145
Generate a Data Usage Report ............................................................ 148
Generate a Model Consistency Report ..................................................... 149
Generate a Where Used Report ........................................................... 150
Generate Diagnostic Dump Reports ....................................................... 151
Appendix A: CA ERwin Model Navigator Differences 153

CA ERwin Model Navigator Differences ........................................................ 153
CA ERwin Data Modeler Navigator Disabled Menu Items and Disabled Toolbar Icons.............. 153
CA ERwin Process Model Navigator Disabled Menu Items and Disabled Toolbar Icons ............. 155
Index 157
Contents 7
Chapter 1: Working with CA ERwin
Model Navigator
This section contains the following topics:
Intended Audience (see page 9)

CA ERwin Model Navigator - Part of CA ERwin Modeling Suite (see page 10)
Modeling Overview (see page 10)
The Application Development Cycle (see page 11)
Intended Audience
This guide is intended for use by individuals such as business or system
analysts, database designers, and programmers who require read-only access
to models created in CA ERwin DM or CA ERwin PM. You can use CA ERwin
Model Navigator to view, print, report on, and manipulate models. The only
limitation is that you cannot save any type of model change, including any
made to models accessed in an CA ERwin MM database.
You can use CA ERwin Model Navigator on data models and process models
that are on a local drive, network drive, or in an CA ERwin MM database to:
View the work of others while it is in progress.
Provide input without inadvertently changing work.
Read the information in a model in order to create queries, reports, or
applications.
If you are already familiar with CA ERwin DM and CA ERwin PM, CA ERwin
Navigator offers most of the features currently available in the full-feature
version of these products. See Appendix A for a list of the differences between
the CA ERwin Navigator product.
To use CA ERwin Model Navigator, you should have a working knowledge of

database management, entity-relationship diagrams, and IDEF1X and IE data
modeling terms. If you are using a data warehousing environment, you should
also have a working knowledge of dimensional modeling terms.
To use CA ERwin Process Model Navigator, you should have a working

knowledge of business process management, business reengineering, and
IDEF0, IDEF3, or DFD methodologies.

CA ERwin Model Navigator - Part of CA ERwin Modeling Suite
CA ERwin Model Navigator - Part of CA ERwin Modeling Suite

CA ERwin Model Navigator is part of the CA ERwin family of products, a
foundation for building, deploying, and managing applications. CA ERwin
consists of process and project management, change and configuration
management, modeling and design, and knowledge publication and
visualization. CA ERwin strengthens your ability to automate critical application
life cycle processes and to thrive in the increasing complexity and rate of
change in today's business climate. The CA ERwin Modeling Suite helps you
simplify the complex aspects of analyzing, designing, and implementing
applications and business processes by providing a visualization of the
relationships between business and technology. The other key components
that provide the integration of design, data and process models are:
CA ERwin DM-The essential tool for data modeling.
CA ERwin PM-The essential tool for business process modeling.
CA ERwin MM- Used in conjunction with the CA ERwin DM and CA ERwin

PM, the CA ERwin MM supports concurrent team modeling for large
client/server development projects.
CA ERwin Data Model Validator-The database validation tool that raises the
level of data quality in transactional and data warehouse systems.
Modeling Overview
Modeling is one of the most effective techniques for understanding and
communicating business rules and processes. Just as an architect creates a
blue print before building a structure, a database designer creates a data
model before building a database. A data model is a graphical representation
of a database that is used to capture an organization's business rules, which
can then be used to define a system's requirements.
In today's complex and ever-changing world, businesses need to stay focused

on the process of how to satisfy customer needs. Business process
improvement includes mapping and modeling the myriad of interactions within
an organization to better understand and improve its operation. In a process
model, extraneous detail is eliminated and important information is
highlighted, thereby reducing the apparent complexity of the system under
study.
10 User Guide
The Application Development Cycle
Typically, throughout the design process, a model is presented to business

users and other members of the enterprise for review and input. As a reviewer
of a data model or process model, you may be required to provide input to the
design team.
CA ERwin Model Navigator is a read-only version of the CA ERwin DM database

modeling tool. You can use it to create, open, manipulate, print, and report on
any model created in CA ERwin DM. CA ERwin Model Navigator maintains most
of the functionality of the full-feature version, but you can not use it to save a
model or to forward or reverse engineer a database.
CA ERwin Process Model Navigator is designed as a read-only version of CA

ERwin PM process modeling tool. You can use it to create, open, manipulate,
print, and report on any model created in CA ERwin PM. CA ERwin Process
Model Navigator maintains most of the functionality of the full-feature version,
but you cannot use it to save a model.
You can use CA ERwin Model Navigator to open models saved in a shared
database that was created using CA ERwin MM. If you want to be able to
access an CA ERwin MM database, contact your CA ERwin MM administrator.
The administrator must create an CA ERwin MM database on a supported
DBMS and a security profile for each user. Your PC must have the appropriate
DBMS client connection software before you can access models in an CA ERwin
MM database, and you must have the appropriate security permissions. See
the CA ERwin Model Manager Administrator Guide for more information.
The Application Development Cycle

Most data modeling solutions begin with the gathering of business rules and
creating logical constructs and continues to the physical design phase followed
by the implementation of a database that supports one or more applications.
CA ERwin DM supports this iterative process by supporting multiple platforms,
reuse of objects, and the ability to synchronize changes between data models
across the enterprise.

Chapter 2: Installation
Install CA ERwin Model Navigator (see page 13)

Post-Installation (see page 14)
Install CA ERwin Model Navigator

The Installation Wizard makes it easy for you to install, change, or remove the
software.
To install CA ERwin Model Navigator:
1. Insert the installation CD in the CD drive, or double-click the file you

downloaded from the online CA product page.
The Installation Wizard opens.
2. Follow the prompts in the wizard to proceed.
A License Agreement opens for you to review.
3. Select the option to accept the terms as described in the License

Agreement. Click Next.
The wizard asks a series of questions you must answer, including:
Customer Information
Destination folder
4. On the Custom Setup Type screen, review the program features that will
be installed. You can also evaluate the space needed to install each
feature.
Click Next to continue and then click Install to start the installation.
If you have not already licensed CA ERwin Data Modeler, you can license the program when the install process is complete. Follow the on-screen prompts to open the License Verification dialog and enter the license key provided with the product CD.
The program files are copied.
If you have not already licensed CA ERwin Model Navigator, you can
license the program when the install process is complete. Follow the on-
screen prompts to open the License Verification dialog and enter the
license key provided with the product CD.
Chapter 2: Installation 13
Post-Installation
Post-Installation
Before you can view models in an CA ERwin MM database, you need to
connect to the CA ERwin MM database on which the models reside. The
connection is made by clicking Connection on the Services menu. The following
must be performed before you can connect to an CA ERwin MM database:
The client connectivity software for your host DBMS must be installed on
the client workstation so that you can connect to the DBMS on which the
CA ERwin MM database resides.
The CA ERwin MM administrator must give you permission to access the
CA ERwin MM database.
14 User Guide
Chapter 3: Navigating Data Models
Data Models (see page 15)

Basic Data Modeling Concepts (see page 15)
Workplace Panes (see page 24)
Open an Existing Model (see page 41)
Open a Model Saved in XML Format (XML Import) (see page 41)
Connect to the Database or Mart (see page 42)
Open a Model or Submodel from the Mart (see page 43)
Customizing the Appearance of Data Models (see page 45)
Print a Data Model (see page 50)
Data Models
The CA ERwin Data Model Navigation Edition contains the tools you need to
open, view, manipulate, print, and report on CA ERwin Data Modeler (CA
ERwin DM) data models.
Although the Toolbox and other features are enabled, you cannot save the
changes you make to a data model. CA ERwin Data Model Navigator only
maintain the changes that you make to a data model until you close the
model. If you need to save your changes, you can upgrade to the full-feature
version of CA ERwin DM.
Basic Data Modeling Concepts

Before creating or working with data models, there are some basic data
modeling concepts with which you should be familiar. These concepts include:
Model Types
Entities
Tables
Attributes and Columns
Primary Key
Relationships
Foreign Key

Model Types
Multiple model types allow data modelers or data analysts to work with the
models best suited for their needs. The following model types are available:
Logical
A conceptual model that contains objects such as entities, attributes, and

key groups.
Physical
A database-specific model that contains objects such as tables columns

and datatypes.
Logical/Physical
A single model that includes both the logical and physical models.
16 User Guide
Entities
An entity is a logical object that represents a person, place, or thing about

which an organization maintains information.
In the following diagram, the logical data model has the following entities:
CUSTOMER
EMPLOYEE
MOVIE
MOVIE COPY
MOVIE RENTAL RECORD
PAYMENT
STORE

Tables
In the logical model, an entity usually corresponds to a table in the physical

model. In the physical model, a graphic box represents a table in which data is
stored in the database.
Types of Entities/Tables
Two types of entities/tables can be drawn in a data model:
Independent Entity
An entity whose instances can be uniquely identified without determining its

relationship to another entity. It is represented as a box with square corners.
Dependent Entity
An entity whose instances cannot be uniquely identified without determining

its relationship to another entity or entities. It is represented as a box with
rounded corners.
18 User Guide
When you add an entity, the entity type is determined based on the
relationship in which it is involved. For example, when you initially place an
entity in a model, it is represented as an independent entity. When you
connect the entity to another entity using a relationship, it is determined if the
entity is independent or dependent based on the relationship type.
Attributes and Columns
After you have discovered the people, places, and events that define the
entities in your model, you can begin to define the attributes for each entity.
Attributes collect information about an entity and columns collect information

about a table. Logical attributes usually correspond to physical columns in a
table.
For example, after you create the CUSTOMER entity, you can begin to define
the individual pieces of information you want to track for each customer,
including Name, Address, and Phone Number. In the logical model, each of
these pieces of information is saved as an attribute of the CUSTOMER entity.
In the physical model, attributes equate to columns in a table.
Note: A row of data is inserted in a table when a record is added to the

database directly or through an application.
After you create an entity or table, you can add attributes and columns,
respectively.
Many easy methods for creating and modifying the properties of these objects
are provided. The most basic method is to add the name directly in the
Diagram Window. You can also use a domain to add attributes and columns.

Primary Key and Non-Keys
Entities and tables are drawn as a box with a horizontal line near the top of
the box.
The area above the horizontal line is known as the key area because that is
where the entity's primary key resides. The primary key can be comprised of
one or more attributes that uniquely identify the entity.
The area below the horizontal line is known as the non-key area because that
is where all other attributes reside.
Note: A foreign key may appear in either the primary key or the non-key area
of an entity or table. For more information about foreign keys, see the section
Foreign Key in this chapter.
20 User Guide
Relationships
An important object in a data model is the relationship, which is represented

by the solid or dashed line that connects two entities or two tables. A
relationship line connects a parent and a child entity or table. Usually, a
symbol appears at the child-end of the relationship line. The symbol changes
based on the diagram notation that you select.
Types of Relationships
Relationships are important because the type of relationship determines how a

primary key of the parent entity or table migrates to the child entity or table
as a foreign key. There are two basic types of relationships:
Identifying Relationship
An identifying relationship is represented by a solid line and through it the

primary key of the parent migrates to the primary key area of the child
entity or table.
Non-Identifying Relationship
A non-identifying relationship is represented by a dashed line and through

it the primary key of the parent migrates to the non-key area of the child
entity or table.

In an identifying relationship, the foreign key migrates above the line and
becomes part of the primary key of the child entity (see the Foreign Key
section of this chapter for more information). In a non-identifying relationship,
the foreign key migrates below the line and becomes a non-key attribute in
the child entity. A dashed line represents a non-identifying relationship.
Note: If you want a non-key to migrate instead of the primary key, you can
use the alternate key migration option. For more information, see the online
help.
Other Relationship Types
In addition to identifying and non-identifying relationships, you can also create

other relationships, as shown in the following chart:
Identifying relationship
Non-identifying relationship
22 User Guide
Recursive relationship
Many-to-many relationship
Supertype/Subtype relationship
Foreign Key
When you create a relationship between entities, the primary key attributes of
the parent entity are automatically migrated to the child entity. The designator
(FK) indicates the name of the migrated key attribute, also known as a foreign
key. This migration occurs automatically in the physical model.

Workplace Panes
If the foreign key attribute has the same name as an owned attribute in the
child entity, the two instances are automatically unified into one attribute
because it assumes that they are the same attribute. The process of combining
or unifying identical attributes in an entity is called unification.
Note: The foreign keys display in the physical model by default. To see the
foreign keys in the logical model, choose Entity Display from the Format menu
and check the options Show Migrated Attributes and Foreign Key Designator
(FK).
Workplace Panes
Each of the following panes within the workplace is dockable and floatable, and
each contains their own toolbars:
Advisories Pane
Model Explorer
Action Log
Each pane also contains a shortcut menu. When you right-click on the double
lines at the top of each pane or right-click on the toolbar found on the pane, a
shortcut menu displays the following options:
Allow Docking
Keep the pane in its current position
Float In Main Window
Lets the pane move over to the Diagram Window
Hide
Conceals the pane, select this option. To view the pane again, select the
appropriate pane from the View menu.
In addition to using the shortcut menu to hide any of these panes, you can
use one of the following methods:
Clear the appropriate option on the View menu
Click the Close button in the upper left corner of the pane
24 User Guide
Workplace Panes
Advisories Pane
The Advisories pane is a dockable, floatable window in the main workplace.

This pane automatically appears when you start the program.
The Advisories pane displays messages associated with actions you perform
when working with your model. Each message on this pane shows you when a
change or edit you make to a property is valid and alerts you when the action
you have taken violates a modeling rule. When alerted, you can immediately
correct your action instead of searching for the transaction at some later time.
In addition to viewing the valid and violation messages, you can obtain details
about a specific action that generated the message. For example, if you set a
property, the Advisories pane shows a Set Property message. Click the
Details button on the Advisories toolbar to display the Advisories Details dialog
and get more information about the property. This feature is particularly useful
when are working with a large model and you need clarification about that
particular action.
Model Explorer
The Model Explorer provides an organized, hierarchical, text-based view of

your data model and its contents. It provides an easy method for creating
objects. The Model Explorer enables you to create, display, navigate, and
modify your model using the Model or Subject Area view.

Workplace Panes
The Model Explorer has two panes, Model and Subject Area. You can switch to
a different pane by clicking the tab at the bottom of the Model Explorer:
All of the objects in your model are listed in the Model Explorer, but display
differently based on which pane is active.
The Model pane includes every object in your model including subject
areas and domains. This is the default view.
The Subject Areas pane displays model objects sorted by subject area.
Model View
The primary purpose of the Model view is model exploration and to function as
an alternative launching point for object and property editors. It lists all of the
object types that appear in the current data model based on the model type
and the target server.
For example, if the model type is Logical, the Model Explorer does not include
physical objects such as a view. Similarly, if the model type is Physical, the
Model Explorer does not include logical objects. If the target server is Oracle,
then additional objects specific to Oracle display, such as Clusters.
26 User Guide
Workplace Panes
Other objects that do not display are:

Minor objects that are handled completely by the editors of the parent
object. For example, a Valid Value object is created, destroyed, and edited
by the Validation Rule editors.
An object that represents configuration information that is stored by an CA
ERwin DM process, and is not actual model data, such as a Complete
Compare Option Set.
Subject Area View
The Subject Area pane displays model objects sorted by subject area. You can
expand each subject area to see a list of the members as well as any stored
displays, which appear in folders below the Subject Area to which they belong.
The purpose of the Subject Area view is to provide a filtered view of the model
so that unnecessary tree information is minimized, which is especially helpful
when you are working with large models.
By default, every data model has a Main Subject Area, which includes all of the
objects in the model. You can create other subject areas to divide the model
into smaller manageable parts.

Workplace Panes
At the top of the Model Explorer is a drop-down list where you can select the
subject area that you need. When you select the subject area, the contents of
the tree control in the Model Explorer filters so that only those objects that are
contained within the selected subject area, or those that are global, are
shown.
For example, you see that tables are categorized as tables, and views
categorized as views, unlike the display of subject area objects in the Model
tab view. Relationships are filtered to show only those visible on the diagram if
both endpoints are present in the subject area. You can expand the tree for
the subject area to see the subject area members.
Note: Global objects that do not relate to the selected subject area are not
displayed, such as subject area objects or model source objects.
28 User Guide
Workplace Panes
The Model Explorer Shortcut Menu
When you right-click on an object in the Model Explorer, a shortcut menu

displays that lists the options available for that object, similar to the following
example:
To control the topological display of Domains, right-click on a Domain and

select how you want to sort the Domains.
You can also delete an object or invoke the property editor for the object. If
semantics do not allow the deletion of an object (such as a Primary Key
object), then the Delete menu item on the shortcut menu does not appear.
If you want to create a new object, and additional information is required to

complete the creation of that object (such as a Relationship), a dialog box
appears in which you must enter the information required.
Stored Display Tabs
For each stored display you create, a tab is added to the bottom of the
Diagram Window. When you save a data model, all stored displays that are
associated with the data model are saved.
To see the Stored Display tabs, click the Stored Display Tabs option on the
View menu.

Workplace Panes
Create a Stored Display
If you want to quickly change the graphic presentation of your data model
without resetting the display options each time, you can create a stored
display for each set of display options.
To create a stored display
1. Click Stored Display Settings on the Format menu.
The Stored Displays dialog opens.
2. Click New.
The New Stored Display dialog opens.
3. Enter a name for the stored display, and click OK.
The New Stored Display dialog closes.
4. Select the display option settings by clicking the property tabs (that is,
General, Logical, Physical, Definition, or UDP) in the Stored Displays
dialog.
5. Click OK to save the new stored display.
The new stored display is saved and the dialog closes.
The Model Explorer Toolbar
The Model Explorer contains a toolbar to help you navigate your object editing,
launch property editors, delete objects, search for text, and invoke online help.
The ERwin Toolbox
The toolbox is the primary set of tools for drawing and editing a data model. In
the Toolbox, use the Select tool to move objects and resize entity and table
boxes. The cursor changes shape for each task so that you know what action
is performed.
30 User Guide
Workplace Panes
You have the option to resize any box to meet your presentation
requirements. For example, you may want all of the entity, table, or view
boxes to be uniform in size, or emphasize one or two boxes by making them
larger than the others.
The toolbox changes based on the model type (logical or physical) and the
notation (IDEF1X, IE, or DM).
For more information about the IDEF1X, IE, and DM notation, see the online
help.
Alignment Toolbar
The appearance of your data model is important to you and the others who
use it. There are many features that help you enhance the appearance of your
model. You may already be familiar with some of the automatic layout features
that help you arrange objects in your diagram.
A toolbar is provided that can help you quickly align the object boxes along the
top, bottom, or sides of the boxes. The same toolbar includes tools to evenly
space a set of objects horizontally or vertically.
The tools on the Alignment Toolbar speed the process of graphically arranging
and grouping model objects.
You can select multiple diagram objects, and space them to your preference.
Similarly, the Group tool lets you group multiple diagram objects for easy
manipulation.

Workplace Panes
Drawing Objects Toolbar
You can enhance a model by using the Drawing Objects Toolbar to create the
different drawing objects. The tools work like many other popular point-and-
click drawing applications. Just click a tool, click in the Diagram Window, and
drag the mouse until the object is the right size.
Note: You can assign default font and color settings for drawing objects. Click
Default Fonts and Colors on the Format menu. Click the Drawing Objects tab
on the Default Fonts and Colors editor to select the default setting for drawing
objects.
The Go to Diagram Option
When you right-click an entity, table, or view in the Model Explorer and click
the Go To Diagram option from the shortcut menu, you can quickly display
that object in the Diagram Window.
Object Properties
Each object in a data model has many properties. The easiest way to add or
modify object properties is in the object property editor.
Using the Model Explorer, you can open the Property editor for that object
type. You can do this in one of two ways:
Right-click on the object and click Properties.
Select the object and click the Property Editor button from the Model
Explorer toolbar.
When the Property Editor opens, you can accept or change the default
properties. When you close the editor, the properties are saved with the
object.
Regardless of the method you choose to add or edit an object or its properties,
the Model Explorer and the data model are always in sync. While you are still
in the design phase, the names of objects in your model may change
frequently.
Note: Object properties also migrate through relationship lines. In other

words, objects can inherit properties from their parent objects.
32 User Guide
Workplace Panes
Object Moving, Copying, and Deleting
Just as you can move, copy, and delete attributes and columns in the Diagram
Window, you can also move, copy, and delete most objects in the Model
Explorer.
After you move, copy, or delete an object, all of the instances in the model
that reference that object are updated automatically.
Action Log
The Action Log works in real time so you can make modeling decisions during
your current session rather than having to wait until you save the model to
review changes. The Action Log lets you determine the best way to work.
Note: To work with the Action Log, select the Action Log Pane option from the
View menu.
As you work on the graphical view of a model in the Diagram Window, you can
view the transaction information in the Action Log. As you make changes to
your model, the Action log is updated in real time. For example, if you create
an entity in your model, the Action Log reflects this change.
Changes are only viewable in the Action Log during your current modeling
session. Each new session begins with an empty Action Log. When you close
the model, the Action Log clears. Before closing your model, you can generate
a report that lets you view all the changes made during the current session.
The type of objects that appear in the Action Log is based on the display mode
you are using. If you are working with a logical model, then only logical
objects appear. If you are working with a physical model, then only physical
objects appear.
The Action Log lets you search for every transaction and filter by type of
change so that you can easily find a specific transaction or a set of
transactions. This feature is particularly helpful when working with large
models.
Action Log Panes
The Action Log has two panes, Display and Summary, with corresponding
tabs. Select the Details tab to see every change (transaction) made to a
model, or select the Summary tab to see the net result of changes made to a
model.
Note: A transaction is a single unit of work that is not divisible into smaller
components. The Action Log lets you navigate through the transaction tree
using the Details pane or the Summary pane.

Workplace Panes
Details Pane
The Details pane shows all the changes you make to a model during the
current session. The Details pane is the default view when you launch the
program. Changes appear in the Details pane with the most recent transaction
at the top of the tree, and the first transaction at the bottom of the tree. You
can either expand or collapse each transaction.
The toolbar on the Details pane lets you reverse a transaction, find a
transaction, view property details, and undo and redo to a selected transaction
while working in the current session.
Summary Pane
The Summary pane displays the net result of changes made to the model
during the current session. It provides a filtered view of all the actions you
perform on the model during the current session so that unnecessary tree
information is minimized, which is especially helpful when you are working
with large models.
34 User Guide
Workplace Panes
The Session Summary node is the top-level node in the tree. All changes you
make to the model at the object level and property level appear below the
Session Summary node in the tree.
The Summary pane is similar to the Details pane except for the following
differences:
While the top-level nodes in the Details pane are transactions, the
Summary pane has only one top-level node with changes appearing below
it.
The Extended Find and Filter feature is only available in the Summary
pane.
The Reverse, Undo to Selected Transaction, and Redo to Selected
Transaction options are not available in the Summary pane.
Action Log Shortcut Menu
When you right-click an object in the Details pane the Action Log shortcut
menu opens. This shortcut menu lists the options available based on the
actions you performed prior to opening the shortcut menu. These options
include:
Undo to this point (or Redo to this point)
Reverse
Collapse (or Expand)
Expand Transaction(s)
Collapse Transaction(s)
Note: A shortcut menu is not available on the Summary pane.

Workplace Panes
Action Log Tasks
In addition to viewing the detail and summary transactions, the Action Log
provides a range of useful features that help you easily perform the following
actions:
Locate text within a transaction, object, or property using the Find feature.
Use the Extended Find and Filter feature to locate, filter, and report on the
results of your search. This feature is available only in the Summary pane.
View old and new details relating to a property transaction using the
Property Details feature.
Reverse a transaction. This feature is available only in the Details pane.
Undo a group of sequential transactions. This feature is available only in
the Details pane.
Redo a group of sequential transactions. This feature is available only in
the Details pane.
Locate Text Using the Find Feature
The Action Log Find dialog lets you search for specific text at the transaction
level, object level, or property level. This option is available on both the
Details and Summary panes.
By default, the search includes the entire tree, starting from the current
selection point. If there is no current selection point, then the top of the tree is
used as the starting point. If the search did not start at the top node, the
search wraps to the beginning of the tree after reaching the end.
To locate text using the Find feature
1. Click Find on the Action Log toolbar.
The Find dialog opens.
2. Enter the text you want to search for in the Find what text box.
3. (Optional) Select the Transaction, Object, or Property check box to narrow

your search.
Note: Since there are no transaction nodes in the Summary pane, the
Transaction search option is not applicable to that pane.
36 User Guide
Workplace Panes
4. (Optional) Select one of these check boxes to refine your search:
Match case check box if you want to search on case-sensitive text
Match whole word check box if you want to search for the entire text
string
Search up check box if you want to search for the text from the bottom up
5. Click Find Next.
The next occurrence of text displays.
6. Click Cancel when you are finished searching.
The Find dialog closes.
Use Extended Find and Filter
The Extended Find and Filter feature lets you set find and filter criteria, view
property changes, and use the reporting function of the Data Browser. This
feature is available only on the Summary pane of the Action Log. To open the
Extended Find and Filter dialog, click the Extended Find/Filter button on Action
Log toolbar.
When the Extended Find and Filter dialog opens, it provides a snapshot of the
Summary pane and lets you filter the information that displays so you can
easily find the information you want to report on. Use the Report button on the
toolbar to open the Data Browser dialog, where you can generate several
different reports for the information that displays.
To use the Extended Find and Filter option
1. Click Extended Find and Filter on the Action Log toolbar in the Summary
pane.
The Extended Find and Filter dialog opens.
2. Click Find on the toolbar.

The Find Criteria dialog opens.
3. Select which Properties, Categories, and Classes you want to find. These
options let you filter the information that displays.
4. Click Find to start the search.
The Find Criteria dialog closes.
5. Click the Find Next button on the Extended Find and Filter toolbar to find
the next occurrence of what you are searching for.
6. Click Close.
The Extended Find and Filter dialog closes.

Workplace Panes
Undo a Transaction
To undo the last change that you made to your model, use the Undo button on
the Toolbar or click Undo on the Edit menu. This feature undoes one change at
a time, and is reflected in the Action Log by a dimmed transaction.
Redo a Transaction
To redo a transaction that you made to your model, use the Redo button on
the Toolbar or click Redo on the Edit menu. This feature restores one change
at a time.
Reverse a Transaction
The Reverse feature in the Action Log lets you perform an opposite action on
most entries that appear during the current modeling session. When you
reverse a transaction, the model reflects the changes made to the Action Log.
This feature is only available on the Details pane, and does not sequentially
reverse actions.
For example, if the Details pane displays Created [Entity]

object:'Entity_5'(id=5) and you select the transaction and click Reverse, a
Delete on Entity_5 is implied.
Depending on how complex your model is, when using the Reverse feature, an
attempt is made to restore the model to its best state. Use the Activity Log to
determine whether your transaction has been properly reversed.
Important! Reverse applies to the entire transaction even if you select only
the object or property level node.
To reverse a transaction
1. Click the Details tab in the Action Log.
The Details View appears.
2. Select a node in the tree containing an action that you want to reverse,
and click Reverse on the Action Log toolbar.
The opposite action occurs.
Note: You cannot perform a reverse action on the topmost node in the
tree. Use the Undo feature instead. You also cannot reverse the
transaction in which the model was created - this transaction is marked
with the pin icon.
38 User Guide
Workplace Panes
Undo and Redo to Selected Transaction
The Undo to Selected Transaction feature in the Action Log lets you undo an
entire range, or a sequential group, of transactions at the same time.
Conversely, the Redo to Selected Transaction feature lets you restore a
sequential group of transactions.
Note: To undo to a selected transaction or redo to a selected transaction, you

must be in the Details pane in the Action Log.
As you create transactions on your model, each one moves the previous
transaction down the tree in the Action Log, with the first transaction always
appearing at the bottom of the tree. When you want to undo a range of
consecutive transactions, the transactions above, including the one you select
are undone. To redo a range of transactions, the transactions below, including
the one you select are redone.
Important! After performing an undo to selected transaction, you will not be

able to redo these transactions once you perform a new action, since the new
action clears the redo stack.
Undo/Reverse Comparison
You can undo or reverse changes you make to your model. The following table
summarizes the differences between the three available features, and
suggests when it is appropriate to use each one:
Feature Toolbar When to Use
Undo Standard When you want to undo the last, single action you took.
toolbar
This feature is similar to the Microsoft Windows undo feature; it lets
you undo the last action taken.
Reverse Action Log When you want to perform an opposite action that is not the last
toolbar action you took in the current modeling session.
This feature applies to the entire transaction even if you select only
the object or property level node.
You can use the Undo button to undo a reverse action made in error.
For some transactions, you can also reverse a reverse action.
Note that you cannot perform a sequential reverse using this feature.

Workplace Panes
Feature Toolbar When to Use
Undo to Action Log When you want to undo sequential transactions performed in the
selected toolbar current modeling session.
transaction/
This feature lets you undo a range, or sequential grouping, of
Undo to this
transactions at one time.
point
You can perform a redo to selected transaction to the same group of
transactions or a smaller set of the consecutive transactions in the
group. You can use this feature at any time during the current
modeling session.
Generate an Action Summary Report
You can filter information on the Summary pane and save the information as a
report using the Data Browser. Three types of Action Summary Reports are
available:
To generate an Action Summary report
1. Click the Summary tab in the Action Log.
The Summary pane opens.
2. Click the Extended Find and Filter button.
The Extended Find and Filter dialog displays.
3. Click the Report button.
The Data Browser opens.
4. Expand the Action Summary reports folder and select a report.
Session Summary Report
Displays the summary of changes that take place in the model.
Session Summary-Details Report
Displays a detail list of changes in a model.
Comparison Report
Displays the differences between the original version of the model and
the current version of the model.
Click the Execute button.
The report is generated.
5. (Optional) You can customize the report or print it.
Note: To save the report in .csv format, click Export on the File menu.
40 User Guide
Open an Existing Model
Open an Existing Model

Open an existing model to perform data modeling activities.
To open an existing model
1. Click Open from the File menu.
The Open File dialog opens.
2. Select the drive, folder, and model that you want to open and click Open.
The model opens.
Open a Model Saved in XML Format (XML Import)

You can use XML format to import a model file previously saved in XML format.
XML format replaces the text-based ERX format used in earlier versions of this
product. XML format provides structured markup of model metadata according
to elements that are defined in the XML Schema.
To import a file in XML format
1. Select Open from the File menu.
The Open File dialog opens.
2. Select XML Files (*.xml) from the Files of type dropdown, select the
directory and XML file name that you want to open, and click Open.
The File Open dialog opens.
3. Select to validate the XML file against the schema prior to opening the file.
The file is verified. You can view the progress of the XML Import in the
progress dialog.
Note: Any errors that occur during the XML Import process are displayed in
the Advisories Pane.

Connect to the Database or Mart
Connect to the Database or Mart

You connect to the target DBMS in CA ERwin Data Modeler when you use a
feature (such as Forward or Reverse Engineering or Complete Compare) that
requires a DBMS connection. You can also connect to a database when you
click Database Connection on the Database menu.
Use the Connection Manager with CA ERwin Model Manager to connect to the
mart to access models and perform administrative functions.
To connect to the database or mart
1. Click Database Connection on the Database menu in CA ERwin Data

Modeler. Click Connection on the Services menu in CA ERwin Model
Manager.
The <Database> Connection or Connection Manager dialog opens.
2. Complete the following information, then click Connect.
Database
Specifies the database to which you will connect. In CA ERwin Data

Modeler, this is a read-only display of the database you selected in the
ERwin Data Modeler - Target Server dialog. In CA ERwin Model
Manager, you can use the drop-down menu to select from the current
list of supported databases.
Authentication
Specifies the type of authentication to use to connect. Select one of

the following options:
Windows Authentication
Uses Windows user names and passwords to secure database

access when you are currently logged on to your machine as the
user who is the dbo of the database.
Note: This option is available only for Oracle and SQL Server.
Database Authentication
Lets you enter a User Name and Password for the connection.
Parameters/Value Options
Lets you specify the parameters and variables to use for your target
server.
Note: Since the parameters and variables vary depending on your

target server, see the Database Connection Parameters for database-
specific information.
You connect to the selected target DBMS or mart and the connection
dialog closes. You remain connected until you click the Disconnect button
on the Connection dialog.
42 User Guide
Open a Model or Submodel from the Mart
Note: If you use ODBC to connect to your target DBMS in CA ERwin Data
Modeler, you need to set up the ODBC driver to point to the database to which
you want to connect.

You can select the lock option when you open a model. Model locking helps to
secure models and manage how changes are saved to the mart. However, the
options available to you depend upon your security profile and whether
another user has already locked the model. Contact your administrator if you
must change your security profile.
When you lock a model, you also have the option to retain the lock after you
end your session. For example, you can retain the model lock when you work
on a model offline to prevent other users from saving changes to the model.

When a submodel opens, it loads only the objects related to the submodel.
This includes objects outside but related to the submodel such as foreign key
attributes.
To open a model or submodel from the mart
1. Click Open from the Services menu.
The Open dialog opens. The lock icons in the Open dialog indicate the lock
status of a model.
A yellow open lock indicates a model is open by any user.
A closed green lock indicates a model is locked by you.
A closed red lock indicates a model is locked by another user.
2. Select a Library from the list of libraries in the left pane, a Model Name in
the right pane, and one of the following locking options for the model or
submodel:
Unlocked
You can open a model in Unlocked mode if you have permission to

update and save a model. This option lets several users open and edit
the same model. Users can save their changes to the master model in
the mart on a first-come, first-served basis. As a result, you may have
to reconcile any differences with the changes when you save the
model to the mart.
Locked
If you have permission to update and save a model, you can select the
Locked option. The model is locked exclusively for your own use and
other users can not save changes to the master copy in the mart.
Read-only
You can open a model in Read-only mode if you do not have

permission to update and save a model or if someone has the model
opened in locked mode. When you select this option, you can only
view the model and save it locally as a .erwin file (CA ERwin Data
Modeler) or .bp1 file (CA ERwin Process Modeler). You cannot save
your model changes back to the mart.
Click Open.
The model or submodel opens in a separate model window.
Note: Locking a submodel also locks the parent model.
44 User Guide
Customizing the Appearance of Data Models

There are many features that you can use to change the way a model displays
on the screen and how it appears when you print it. For example, three
different notations are supported: ICAM Definition Method 1 Extended
(IDEF1X), Information Engineering (IE), and DImensional notation (DM). To
change the notation, choose Model, Model Properties, Notation on the toolbar.
You can also change the level of information that displays. For example, in the
logical model, you can choose to display entity names only or the entity
names, attribute names, and the key group designators. Similarly, in the
physical model, you can display or hide properties such as column or datatype.
Display Levels
Two sets of display levels are provided, one for the logical model and one for
the physical model.
These display levels are useful for showing different types of information in a
data model, particularly when different people and groups use the data model
for their specific job in the development process.
Logical Display Levels
The Logical Display levels are as follows:
Entity
Displays the name of each entity in a data model inside an entity box. No
other information displays for the entity.
Attribute
Displays the attributes for each entity in a data model, with the primary
key attributes above the line and the non-key attributes below the line in
an entity box.

Primary Key
Displays the primary key attributes (those found above the line in an
entity box) for each entity in a data model. The attributes below the line
are hidden, but display when you switch back to the Attribute Display
Level and you can also see them in the Attribute Editor.
Definition
Displays the definition for each entity in a data model.
Icon
Displays the bitmap, if you have assigned one to the entity. You can assign
a different bitmap to each entity in the Icon tab of the Entity Editor.
Note: For more information about assigning bitmaps to entities, see the
Online Help.
The following diagram uses the same entities and illustrates each of the
logical display levels:
Entity
Attribute
Primary Key
Definition
Icon
46 User Guide
Physical Display Levels
The Physical Display levels are as follows:
Table
Displays the name of each table in a data model inside a box. No other
information displays for the table.
Column
Displays the columns for each table in a data model, with the primary key
columns above the line and the non-key columns below the line in a box.
Primary Key
Displays the primary key attributes (those found above the line in an
entity box) for each entity in a data model. The attributes below the line
are hidden, but display when you switch back to the Attribute Display
Level and you can also see them in the Attribute Editor.
Comment
Displays the definition for each table in a data model.
Physical column order
Displays the order in which each column appears in the corresponding

table.
The following diagram uses the same entities and illustrates each of the
physical display levels:
Table
Column
Primary Key
Comment
Physical
Column
Order

Display Options
You are also provided with display options for entities and their relationships.
These options are useful for showing different types of information in the
logical model:
Entity display options
Relationship display options
Use the shortcut menu to set these options.
Entity or Table Display Options
You can use the entity or table display options to view information about
entities and tables in a data model.
Note: The Format menu changes based on whether the currently displayed
model is physical or logical.
48 User Guide
Relationship Display Option
In both the logical and physical data model, you can use the display options to
view the relationship properties.
Font and Color Change for Individual Objects
You can also change the color or font of individual objects in your diagram in
the following ways:
Select the object, then click an option in the Font and Color Toolbar
Select the object, then right-click and select Object Font & Color on the
shortcut menu.
Customize Object Fonts and Colors
When you add an object to a diagram, the default font and color for that
object type is automatically assigned. Use the following procedure to
customize the default fonts and colors for the objects you create.
To customize object fonts and colors
1. Click Default Fonts & Colors on the Format menu.
The Default Fonts & Colors dialog opens.
2. Navigate the tabs on the dialog to set default color and font information.
You can also specify font and color properties for all model objects, new
objects you create, or current objects in the model.
Note: The tabs that appear vary depending on whether you are working
with a logical, physical, or logical/physical model.
Click OK.
The new default settings are saved and the dialog closes.

Print a Data Model
Change the Diagram Window Magnification Level
You can use the following Zoom options, which are available on the CA ERwin
DM Toolbar and on the View Menu, to view a model at different magnification
levels.
Zoom in
Increases the magnification of your model in the diagram window in

increments of 25 percent.
Zoom out
Decreases the magnification of your model in the diagram window in

increments of 25 percent.
No Magnification
Resets the magnification level to 100 percent.
Fit Model
Reduces the magnification level to fit the entire model in the diagram
window.
Select Rectangle to Fit
Magnifies a specific area of the model to fit within the diagram window.
Drag the magnifying glass cursor around the portion of the diagram
window that you want to view and the appropriate Zoom level is applied to
the model and fills the diagram window with the selected portion.
Note: Display magnification is managed independently from print

magnification. When you print the diagram window, the zoom display settings
are ignored and allows you to change the scale to show more or less of the
diagram window on each page.
Print a Data Model

You can print your model at any stage of development to use it as a
visualization tool.
To print a data model
1. Click Print on the File menu.
The Print dialog opens, and includes an embedded Diagram Window that
lets you view the data model by page.
50 User Guide
Print a Data Model
2. Change any of the following options on this dialog:
Print scaling
Number of pages you want to print
Format options, such as borders and color printing
Page setup options such as margins, headers, and footers
3. Click Print.
Print Only What You Want
You can use the mouse in the embedded Diagram Window in the Print dialog
to perform the following tasks:
Change the print scale

Drag a page grid line until your model fits in the grid pages exactly how
you want the model pages to print. You can also enter a value in the Print
Scaling box.
Select specific pages for printing
Hold the CTRL key and click each page you want to print.

Print a Data Model
Set Printer Options
You can set your printer options before you print the model.
To set printer options
1. Select Print Setup from the File menu.
The Print Setup dialog opens.
2. Accept the default printer, page orientation, paper size, and source
settings or select another option:
Select a printer from the printer Name list to select a different printer.
Click Portrait or Landscape to select a different page orientation.
Select a different paper size from the Size list to change the paper
size.
Select a different paper source from the Source list to change the
paper source.
Click the Properties button to open the Windows Document Properties

dialog to change graphic and print quality options.
Note: Changing to landscape page orientation affects both the page grid and
the printer fonts. If you change the orientation for a model, you should adjust
the objects and relationships in your model for the new layout.
Specify an Exact Print Scale Value
You can specify an exact print scale value in percentage.
To specify an exact print scale value
1. Select Print from the File menu.
The Print dialog opens.
2. Enter the print scale value that you want to apply to the objects in the
model in the Print Scaling (%) box, and click the TAB key.
Enter a value greater than 100 to enlarge the size of model objects.
Enter a value less than 100 to reduce the size of model objects.
The size of the model immediately changes to reflect the print scale value
that you specify.
3. Click the Print button.
The model prints.
Note: To reset the model to 100% print scale, click the Reset Scale button.
52 User Guide
Print a Data Model
Print a Model on One Page
You can scale the model size so that it prints on one page.
To print a model on one page
2. Click the Fit Model button to have the model automatically reduced to fit
on one page.
The model is reduced.
3. Click the Print button.
The model prints.
Add a Page Header or Footer
You can add a customized header or footer (or both) to all the pages when you
print a model. For example, you can print the Model Name, Subject Area, and
Stored Display at the top of every page and the page number and date and
time at the bottom of every page.
Keep in mind that if you manually enter incremental information in the Header
or Footer text box (for example, page number, date, and so on), you cannot
automatically update the text.
To add a page header or footer
1. Select Print on the File menu.
The Print Model dialog opens.
2. Click the Page Setup button.

The Page Setup dialog opens.
3. Select the Header/Footer tab at the top of the Page Setup dialog.
In the Header/Footer section.
Click in the Header or Footer text box to specify in which area you
want to insert the customized text.
Click the appropriate Header/Footer button to automatically insert

information (grid page numbers) or use the keyboard to insert other
information (for example, your name).
Click OK.
The settings with the current stored display are saved and you return to
the Print Model dialog.

Print a Data Model
Page Margins
By default, the entire page is used for printing. Before you print, you can set
separate page margins (top, bottom, left, and right) for the current stored
display.
When you click the Page Setup button in the Print Model dialog, the Page
Setup dialog opens at the Margins tab.
Page Boundaries
By adjusting the page grid boundary lines, you can control how much
information prints on each page. The page grid boundary lines define the
individual pages on which the model objects will print. Using your mouse, you
can drag the page grid lines in the Print Model dialog (within the thumbnail
view) or in the diagram window, so more or fewer objects are printed on a
particular page. To adjust the page grids from the diagram window, you must
first turn them on by choosing the Show Page Grid option from the Format
menu. You can turn off the page grids in the same way.
When you adjust the page boundary lines, the size of the page grid also
determines the print scale (the size of model objects and fonts). To enlarge
the print scale, reduce the size of the grid. To reduce the print scale, enlarge
the size of the grid.
Note: The paper size you select determines the dimensions of the page grid.
To change the paper size, click Print Setup from the File menu and then select
a different paper size option.
Set Print Margins
You can specify margins for all pages of your printed model.
To set print margins
1. Click Page Setup in the Print dialog.
The Page Setup dialog opens.
2. Click the Margins tab.
54 User Guide
Print a Data Model
3. Enter a value between 0 and 1.5 inches for the left, right, top, and bottom
of the page.
4. Click OK.
The Page Setup dialog closes.
Note: Margin measurements are considered when displaying the embedded

Diagram Window in the Print dialog.

Chapter 4: Navigating Process Models
Overview of Process Modeling (see page 57)

Business Models (see page 69)
Workplace Overview (see page 69)
Open a Model (see page 72)
Connect to the CA ERwin MM Mart (see page 72)
Open a Model or Submodel from the Mart (see page 73)
Customizing the Appearance of Process Models (see page 75)
Print a Diagram (see page 101)
Overview of Process Modeling

CA ERwin PM is a comprehensive business modeling environment that helps
you visualize, analyze, and improve business processes. You can use CA ERwin
PM to reduce the total costs and risks associated with adapting to operational
changes. Using this product you can:
Assess current business operations
Formulate and evaluate alternative responses to market pressures
Communicate operation changes quickly and intuitively
Process modeling provides an integrated picture of how your organization gets

things done, from small departments to the entire organization.
Whether you are in a small or large organization, it is the process by which

you deliver goods or services that defines quality and ultimately the success of
the business. Business process improvement includes mapping and modeling
the many interactions in an organization to better understand and improve its
operation. You can reengineer an entire organization or a distinct part of the
organization. For example, you can align business requirements to the existing
information technology.
Modeling is one of the most effective techniques for understanding and

communicating business rules and processes. In a process model, extraneous
detail is eliminated and important information is highlighted, thereby reducing
the apparent complexity of the system under study. Graphics (namely boxes
and arrows) are used to provide much of the structure, which is why most
people think of process models as pictorial representations. With process
modeling you can view a system of interest in depth, so that you can analyze
and understand subtle nuances of your organization and perhaps most
importantly, communicate them to others.

Supported Process Modeling Methods
This product supports three modeling methods that you can use to model your
business:
Business Process Modeling (IDEF0)
Analyzes your business, focusing on the normal day-to-day functions and

the controls that support these functions.
Process Flow Modeling (IDEF3)
Describes and documents processes graphically by capturing information

about process flow, the relationships between processes, and important
objects that are part of the process. This method is also called workflow
modeling. Use this method to create workflow diagrams to assist business
process reengineering efforts, develop a measure for determining the
completeness of deliverables, and collect information about policies and
procedures in the company.
Data Flow Diagramming (DFD)
Focuses on the flow of data between various tasks. This method helps
ensure that your organization can maximize data availability while
minimizing response times.
You can create models using these methods to provide a framework that helps
you gain a better understanding of your business processes and determine
how these processes interact with the data flowing through the organization.
Business Process Modeling Method (IDEF0)
Business process modeling, or IDEF0, models entire systems as a set of

interrelated activities or functions so you can analyze the functions of a system
independently of the objects performing those functions. IDEF0 utilizes only
two graphical symbols: boxes and arrows.
IDEF0 uses activities and arrows to graphically describe and document

business processes. To do this, it captures information about the business or
process and displays the information and resources that are included in each
step. IDEF0 activity modeling is best utilized as an analysis and logical design
technique. As such, it is generally performed early in a project, and to provide
analysis for the Process Flow Modeling (IDEF3) method for data collection and
AS-IS process modeling.
58 User Guide
Before you start building an IDEF0 model, you should identify its purpose (that
is, the set of questions your model is intended to answer), its scope (the
appropriate breadth and depth of the model), and its viewpoint (the
perspective from which the model will view the system; for example,
customer, supplier, or store owner). After you have defined these essential
elements, you can lay the groundwork for your model.
IDEF0 modeling always starts with a context diagram. When you create a
business process model, a context diagram is created with one activity that
defines your model. You can then add decomposition diagrams that can
contain activities, arrows, and related properties. The context diagram depicts
the highest-level activity in a model, and represents the boundary of the
process under study with respect to purpose, scope, and viewpoint. You can
summarize the scope statement as the activity name that appears in the
model's context diagram.
Graphical Notations Used in Business Process Modeling
IDEF0 models a system as a set of activities (functions) using only two graphic
symbols: boxes and arrows.
Activities are represented by boxes containing a single, active verb plus a
common noun that clarifies the objective of the activity from the viewpoint
of the model (for example, Obtain Driver's License). You can use an
adjective to further qualify the noun.
Arrows represent four types of information that are connected to an
activity, and that are captured in IDEF0 models:
Input arrow
Shows what an activity consumes or transforms.
Output arrow
Shows what an activity produces or creates.
Control arrow
Represents objects that govern the manner in which inputs are

transformed but are not themselves transformed by the activity.
Mechanism arrow
Represents objects that actually perform the transformation of inputs

to outputs but are not themselves transformed by the activity.

Arrows are typically labeled with nouns (for example, Birth Certificate or
Driver's License).
The acronym ICOM describes the four types of information and the four
arrow types. The following illustration shows the specific box side of an
IDEF0 activity to which each arrow type must connect:
Process Flow Modeling Method (IDEF3)
Process flow modeling, or IDEF3, provides a structured method by which a

domain expert can describe a situation as an ordered sequence of events. It
graphically describes and documents processes by capturing information about
process flow, the relationships between processes, and important objects that
are part of the process.
IDEF3 is well suited to collecting data as part of structured analysis and

design. Unlike some process modeling techniques, IDEF3 does not discourage
the capture of incomplete or inconsistent system descriptions through rigid
syntax or semantics. In addition, the model author (analyst) need not include
personal assumptions with the assumptions of the domain expert to fill gaps in
the process descriptions.
You can use IDEF3 as a process design method, to model a process that may
not yet be complete. IDEF3 modeling complements IDEF0 modeling and can
be a good way to build design models that will be further analyzed using
simulation. Simulation is commonly used to judge the performance of a
system currently under design.
You can also use IDEF3 to assist with business process reengineering efforts,
develop a measure for determining the completeness of deliverables, and
collect information about policies and procedures in your company. You can
also model real-life scenarios; for example, you can map emergency
procedures or contingency plans based on your business needs and events.
Each scenario provides a description of a process, and can be used to better
communicate and document how your business functions.
60 User Guide
Graphical Notations and Terms Used in Process Flow Modeling
IDEF3 models graphically describe and document processes by capturing

information about process flow, the relationships between processes, and
important objects that are part of the process. The terms and notations used
in IDEF3 models include the following:
Diagram
A diagram is the basic organizing unit of an IDEF3 model. Organization of

the diagrams in an IDEF3 model is more important if the model will be
published or read by others, which is the case for most design models.
Unit of Work (UOW)
A unit of work, or UOW, is a process, action, decision, or other procedure

performed in a system or business in an IDEF3 model. UOWs in IDEF3
modeling are equivalent to Activities in IDEF0 modeling.
Link
Links denote significant constraining relationships among activities. All

links in IDEF3 are unidirectional (unless you enable the allow bi-directional
arrows option), and although an arrow may originate or terminate at any
side of an activity box, IDEF3 diagrams are generally organized from left
to right so that links typically originate from the right side and terminate
at the left side of activity boxes.
Junction
Junctions graphically show branching or joining in the process logic,
alternative paths in the process flow, or multiple events that can or must
be completed before the next UOW process can begin. There are two types
of junctions:
A fan-out junction branches one arrow into multiple arrows to show

activities that occur in parallel. The following is an example of a fan-
out junction:
A fan-in junction consolidates multiple arrows into a single arrow to

show the completion of the activities. The following is an example of a
fan-in junction:
Note: A junction cannot be both fan-in and fan-out at the same time.

Referent
A referent is an object in an IDEF3 model where additional information is

stored outside the process flow. For example, if a credit check was
processed and a determination was made to set the credit rating to "low,"
the information from that credit check would reside in a Bad Credit List. In
this case, the Bad Credit List is considered a referent. Referents are used
in IDEF3 modeling to support junctions and other process flow objects, or
to represent repeating UOWs. There are five types of referents:
OBJECT
GOTO
UOB (Unit of Behavior)
NOTE
ELAB (elaboration)
Activity Decomposition
Activity decomposition is used to express more detail about IDEF3

activities. The IDEF3 method allows an activity to be decomposed multiple
times (that is, to have multiple children). This enables a single model to
document alternative process flows.
Links in Process Flow Modeling
IDEF3 modeling uses the following types of links:
Temporal Precedence
Indicates that the source activity must complete before the destination
activity can begin.
Object Flow
Indicates that the output of the source activity is input to the destination
activity. This implies that the source activity must complete before the
destination activity can begin.
Relational
Indicates that the constraining relationship between the source and

destination activities must be user-defined for each instance of a relational
link.
62 User Guide
Junctions in Process Flow Modeling
The following list describes and illustrates the types of junctions available in
IDEF3 modeling:
Asynchronous AND
In a fan-in setting, all preceding processes must be complete.
In a fan-out setting, all following processes must start.
Synchronous AND
In a fan-in setting, all preceding processes complete simultaneously.

In a fan-out setting, all following processes start simultaneously.
Asynchronous OR
In a fan-in setting, one or more preceding processes must be

completed.
In a fan-out setting, one or more following processes must start.
Synchronous OR
In a fan-in setting, one or more preceding processes complete

simultaneously.
In a fan-out setting, one or more following processes start

simultaneously.
Exclusive OR (XOR)
In a fan-in setting, exactly one preceding process completes.
In a fan-out setting, exactly one following process starts.

Swim Lane Diagrams
Swim Lane diagrams can provide your organization with an efficient

mechanism for visualizing and optimizing processes, and use the Process Flow
modeling (IDEF3) method. Swim Lane diagrams organize complex processes
across functional boundaries, and help you to conveniently view processes,
roles, and responsibilities, and their flows. You can build a new diagram or use
one based on existing IDEF3 diagrams.
You can add Swim Lane diagrams to any IDEF3 model to better visualize
process flow. Swim Lane diagrams display graphical horizontal lanes that
represent process dependencies called roles. For example, you could create a
Swim Lane diagram to display all activities with the Shipping role in the
Shipping swim lane. You can also add bitmaps and a diagram scale or timeline
to any Swim Lane diagram.
Example: Swim Lane Diagram
The following illustration shows an example of a Swim Lane diagram:
64 User Guide
Data Flow Diagramming (DFD)
Data flow diagramming (DFD) is similar to IDEF0 and models systems as a

network of activities connected to one another by pipelines of objects. Data
flow diagramming also models holding tanks called data stores and external
entities which represent interfaces with objects outside the system being
modeled. The arrows used by DFD represent the movement of data to and
from an activity.
Data flow diagramming is mostly associated with the development of software

applications because it originated for that purpose. The particular box shape
used in the examples is that adopted by Chris Gane and Trish Sarson, authors
of the Gane and Sarson DFD method. Activities are represented as boxes with
rounded corners. The discussion equally applies to the Yourdon/DeMarco DFD
method in which circles (also called bubbles) represent activities.
You can use DFD to document the movement and processing of information in
your business or organization. Modelers also use DFD to complement existing
IDEF0 models. You can describe data processing functions (such as Input
Customer Data); data used or created by the data processing system (such as
Invoice); objects, persons, or departments that interact with sales (such as
Vendor); and data processing tables (such as Inventory table). Data
processing functions are represented by DFD objects that include activities,
arrows, data stores, and external references. You can also associate entities
that you create in CA ERwin PM, or that you import from CA ERwin DM, with
external references and data stores.
Objects Used in Data Flow Diagramming
The following objects are used in data flow diagrams:
Activity
Represents a function that processes or transforms inputs to outputs.

Although generally drawn as rounded-corner boxes, activities in DFDs are
synonymous with activities in IDEF0 and IDEF3. Like IDEF3 activities, DFD
activities have inputs and outputs, but do not support controls or
mechanisms as arrows, as in IDEF0.

Arrow
Describes the movement (flow) of objects from one part of the system to
another. Because DFD activity box sides do not have a dedicated function
(as in IDEF0, where each box side has a specific meaning), arrows can
originate from any side of the activity. DFD diagrams and optionally IDEF3
diagrams also use a double-headed arrow to indicate a coordinated
command-response dialogue between two activities, between an activity
and an external reference, and between external references.
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Data store
Represents objects at rest, similar to the way in which flows represent

objects in motion. In a material-handling system, data stores are places
where in-process work is inventoried throughout the factory, such as
queues. In a data processing system, data stores represent any
mechanism by which data is held for subsequent processing.
1 Customer data
External reference
Provides inputs into the system (acting as a supplier), or receives the

outputs (acting as a customer), or both. External references are depicted
as shadowed boxes and typically appear at the edges of a diagram. A
single external reference (such as Customer) can appear multiple times in
a diagram. This is often used to reduce the clutter of long lines cutting
across a diagram.
3
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Agency
66 User Guide
Entities and Attributes
In CA ERwin Process Modeler, you can specify arrows and activities to

represent the flow and usage of data in IDEF0 and DFD diagrams. You can
associate entity and attribute data with diagram arrows, and you can assign
data usage information to diagram activities in the form of CRUD and IRUN
information. By using entities and attributes in a model, you can analyze how
your organization processes information.
For example, in an Order Entry IDEF0 model, you can associate the
CUSTOMER entity and its attributes (CUSTOMER ID and CUSTOMER NAME)
with an input arrow connected to a PROCESS ORDERS activity. Then, you can
assign CRUD and IRUN data usage information to the PROCESS ORDERS
activity.
Before you can assign entities and attributes to arrows and data usage
information to activities, you must first add entities and attributes to the
model. You can add entities and attributes in the following ways:
Entity Dictionary
Lets you add entities to the model.
Attribute Dictionary
Lets you add attributes to the model.
Entity/Attribute Dictionary Editor
Lets you add both entities and attributes to the model in one editor.
EAX/BPX
Lets you import entities and attributes from CA ERwin Data Modeler into
the model.
DM Syncher
Lets you update entity and attribute information in the model.
Once you add entities and attributes to a model, you can assign those entities
and attributes to any arrows in the model. Then you can assign data usage
information to activities connected to the arrows that carry data.

Supported Arrow Styles
Using correct arrow styles is imperative to the integrity of every type of

diagram you create. When you click Default Arrow Types from the Model
menu, you can change the arrow style default for all new arrows that you add
to a diagram. You can also change the arrow thickness and style default in the
Style tab in the Arrow Properties dialog.
Each time you change an arrow style default, the Arrow tool button changes to
reflect the new arrow style.
You can use the following arrow styles:
Precedence
Changes the arrow type to a solid line to illustrate precedence. You can
draw this arrow from left to right or top to bottom. This arrow is the most
commonly used.
Relational
Changes the arrow type to a dashed line. Use this arrow to connect a
referent to a UOW in IDEF3 modeling. You can draw this arrow in any
direction from one object to another. This arrow is used primarily in IDEF3
and DFD modeling.
Object Flow
Changes the arrow type to a double-headed arrow. You can draw this
arrow in any direction between two objects. This arrow is used primarily in
IDEF3 and DFD modeling.
Bi-directional
Changes the arrow type to a directional arrow. You can draw this arrow in
any direction between two objects. This arrow is mainly used in DFD
modeling, however, you can choose to allow bi-directional arrows in IDEF3
modeling.
Referent
Changes the arrow type to a referent arrow. You can draw this arrow in
any direction between two objects. Connects outputs of UOWs to junctions
as inputs and connects referents to UOWs.
68 User Guide
Business Models
Business Models
The Process Modeler Navigator Edition window contains the tools you need to
open, view, manipulate, print, and report on CA ERwin Process Modeler (CA
ERwin PM) diagrams.
Although the Toolbox and other features are enabled, you cannot save the
changes you make to a diagram. Process Modeler Navigator only maintain the
changes that you make to a diagram until you close the diagram. If you need
to save your changes, you can upgrade to the full-feature version of CA ERwin
PM.
Workplace Overview
The workplace of this product uses a Windows standard modular user
interface. You can move and dock the Model Explorer and all the toolbars in
the workplace. The workplace includes the following:
Menu bar
Provides access to all the functions of the product.

Standard toolbar
Provides shortcuts to frequently performed tasks.

Drawing area
Lets you create and edit model diagrams.

Status bar
Provides information about menu options and toolbar buttons.
Model Explorer
Lets you globally view and access activity, diagram, and dictionary objects
in any open model in a collapsible and expandable hierarchical tree-like
structure.
Model Toolbox
Provides access to the functions specific to the modeling method of the
open diagram.
Note: You can always place the cursor over a button on a toolbar to view the
ToolTip for that button.

Workplace Overview
Model Explorer
The Model Explorer is a tool that you can use to globally view and access
activity, diagram, and dictionary objects in any open model in a collapsible and
expandable hierarchical tree-like structure. You can display or hide the Model
Explorer when you click the Model Explorer button on the toolbar. When the
Model Explorer is displayed, it appears in an adjustable and dockable pane in
the current diagram. The Model Explorer includes the following tabs:
Activities Tab
Lets you view the activity hierarchy of all the activities in any open model.
You can select a specific activity to open the Activity Property dialog so
you can cut and paste activities, and create decompositions within the
same model or across different models.
Diagrams Tab
Lets you view the diagram hierarchy of all the diagrams in any open
model. You can select a specific diagram to open the Diagram Property
dialog for any diagram types such as Node Tree, FEO, IDEF3 Scenario,
Swim Lane, and Organization Charts.
Objects Tab
Lets you view unused dictionary names (diagram object names not used in
a diagram) and drag unused dictionary names to a diagram as diagram
objects.
You can do the following with the Model Explorer:

View multiple models that use different modeling methodologies. Activity
objects in the Model Explorer Activities tree have different shapes and
colors for Business Process (IDEF0), Process Flow (IDEF3), and Data Flow
Diagram (DFD) models.
Select diagram and activity objects to open the corresponding diagram in
the drawing area.
Collapse and expand activity and diagram objects according to the number
of decomposition levels.
Drag and drop diagram objects from the Object Dictionary tree.
Double-click model objects to open the Model Properties Dialog.
70 User Guide
Workplace Overview
Double-click diagram objects to open the Diagram Properties Dialog.

Double-click activity objects to open the Activity Properties Dialog.
Open other diagram types from the Diagram tree, including Swim Lane,
FEO, Node Tree, IDEF3 Scenario, and Organization Charts.
Right-click on activity objects in the activity object tree to access the
activity shortcut menu. You can also insert new activities and
decompositions.
Use your mouse to drag activities including decompositions to a new
location within the same model or to another open model, which extends
the cut and paste feature to the Model Explorer.
Display or Hide the Model Explorer
To display or hide the Model Explorer, click Model Explorer on the View menu.
When toggled on, you can click the Activities tab to use the Activity Tree, the
Diagrams tab to use the Diagram Tree, or the Objects tab to use unused
object names from the dictionary.
Cutting and Pasting Activities in the Model Explorer
You can use the Model Explorer activity object tree to cut, copy, and paste
leaf-level activities and decomposed activities to new locations within the
current model or to other open models. When you cut, copy, and paste
activities in the Model Explorer, you can immediately see the effect on your
entire model.
The following are important things to consider when you cut and paste
activities in the Model Explorer:
When you cut and paste a leaf-level activity, the activity retains all
properties in the target diagram but deletes the activity and arrows that
were connected to the activity in the source diagram.
When you cut and paste a decomposed activity, the activity retains all
properties and connected arrows in the target diagram. A square tunnel is
automatically applied to the pasted border arrows for you to resolve later.
This preserves arrow integrity within the child decomposition diagram.

Open a Model
Open a Model
Open a model to perform modeling activities.
To open a model
1. Click Open from the File menu.
The Open File dialog appears.
2. Select the model file (*.bp1) and click OK.
The model opens.
Note: If you open a model created in BPwin 2.0 or earlier, a file conversion
utility is launched to convert the model into the data format of the current
release. Beginning with r7, you can open an r7 model in an earlier version, but
it must be at least version 4.1.4. You cannot open an r7 model using a version
prior to 4.1.4.
Connect to the CA ERwin MM Mart

Use the Connection Manager with CA ERwin MM to connect to the mart to
access models and perform administrative functions.
To connect to the mart
1. Click Connection on the Services menu.
The Connection Manager dialog opens.
2. Complete the following information:
Database
Identifies the type of relational database management system (DBMS)

you will connect to. Select from the current list of supported
databases.
Authentication
Windows Authentication
Specifies the use of Windows user names and passwords to secure

database access. You must be logged on to your computer as the user
who is the dbo of the database. (Available only for Oracle and SQL
Server.)
Database Authentication
Specifies the use of a local user name and password for the
connection.
72 User Guide
Parameters/Value Options
Connection Type (Microsoft SQL Server 2005 Only)
Specifies the use of Native Connection to connect using the API

provided by the SQL Server Native client software or ODBC data to
connect using the ODBC data source you have defined.
Server
Identifies the server name.
Database
Identifies the name of the CA ERwin MM database or mart.
Connection String (Oracle Only)
Specifies the connection string (TNSNames entry).
You can select a database connection from the Recent Connections panel
to automatically populate the Database or Connection String previously
used.
Click Connect.
The connection dialog closes. If the mart has been initialized, you are
connected and remain connected until you click the Disconnect button on
the Connection Manager dialog. If the mart has not been accessed yet, the
CA ERwin Model Manager dialog opens to initialize the mart.

You can select the lock option when you open a model. Model locking helps to
secure models and manage how changes are saved to the mart. However, the
options available to you depend upon your security profile and whether
another user has already locked the model. Contact your administrator if you
must change your security profile.
When you lock a model, you also have the option to retain the lock after you
end your session. For example, you can retain the model lock when you work
on a model offline to prevent other users from saving changes to the model.

When a submodel opens, it loads only the objects related to the submodel.
This includes objects outside but related to the submodel such as foreign key
attributes.
To open a model or submodel from the mart
1. Click Open from the Services menu.
The Open dialog opens. The lock icons in the Open dialog indicate the lock
status of a model.
A yellow open lock indicates a model is open by any user.
A closed green lock indicates a model is locked by you.
A closed red lock indicates a model is locked by another user.
2. Select a Library from the list of libraries in the left pane, a Model Name in
the right pane, and one of the following locking options for the model or
submodel:
Unlocked
You can open a model in Unlocked mode if you have permission to

update and save a model. This option lets several users open and edit
the same model. Users can save their changes to the master model in
the mart on a first-come, first-served basis. As a result, you may have
to reconcile any differences with the changes when you save the
model to the mart.
Locked
If you have permission to update and save a model, you can select the
Locked option. The model is locked exclusively for your own use and
other users can not save changes to the master copy in the mart.
Read-only
You can open a model in Read-only mode if you do not have

permission to update and save a model or if someone has the model
opened in locked mode. When you select this option, you can only
view the model and save it locally as a .erwin file (CA ERwin Data
Modeler) or .bp1 file (CA ERwin Process Modeler). You cannot save
your model changes back to the mart.
Click Open.
The model or submodel opens in a separate model window.
Note: Locking a submodel also locks the parent model.
74 User Guide
Customizing the Appearance of Process Models

There are many features you can use to customize the workplace and change
the way a model appears on the screen. You can customize the workplace to
suit your work habits or to suit your current task. For example, you can hide
or display any or all of the toolbar and change the font and color for any model
object.
Displaying and Hiding Workplace Elements
To customize the workplace, you can use the view menu to hide or display one
or more of the following workplace elements:
Standard Toolbar
Model Toolbox
Services Toolbar
Model Explorer
Status Bar
To display or hide one of these items, click on the option in the View menu. A
check mark displays next to the items on the View menu that are selected
(displayed).

Set the Diagram View
You can set diagram magnification options using the Zoom list box in the
Standard Toolbar or the Zoom dialog. You can select and apply diagram
magnification levels to the current diagram and to all diagrams in the current
model.
To set the diagram view
1. Click Zoom from the View menu.
The Zoom dialog opens.
2. Select one of the following in the Zoom dialog and then click OK.
Current Magnification <percentage>
Displays the current magnification setting.
Show full sheet
Specifies to display the entire sheet as specified in your Page Setup

dialog.
Show border
Specifies to display the entire border area.
Show full diagram
Specifies to display the entire active diagram area.

100%
Specifies to set the zoom level of magnification to 100% (actual size).
200%
Specifies to set the zoom level of magnification to 200% (two times

the actual size).
Custom
Lets you specify the zoom level of magnification to any percentage you
want. Enter your custom percentage in the % field.
Apply to all diagrams
Specifies to set the zoom level of all diagrams in the model to the
value you specified.
The Zoom dialog closes and the diagram displays in the workspace with
the zoom values you specified.
Model, Diagram, and Diagram Object Properties
You can customize your process model by working with a range of model,
diagram, and diagram object properties.
76 User Guide
Define General Model Properties
Define the general properties of a model using the Model Properties dialog.
To define general model properties
1. Click Model Properties from the Model menu.
The Model Properties dialog opens at the General tab.
2. Specify the following options and then click OK.
Model name
Lets you enter the name of the model.

Project
Lets you enter the name of the modeling project.
Author
Lets you enter the name of the model author.

Author initials
Lets you enter the initials of the model author.

Apply CRUD/IRUN restrictions
Specifies whether or not to apply CRUD/IRUN restrictions on Call

arrows and Mechanism arrows in the model. When you apply CRUD
and IRUN restrictions, a dialog displays to remind you that future
CRUD and IRUN specifications will be enforced, but previously entered
invalid CRUD and IRUN information will be preserved. This is so you
can preserve CRUD and IRUN information saved in an older version of
this product, formerly known as BPwin, where you specified data
usage information to an activity connected to a Mechanism arrow or
Call arrow. In this case, you can always remove the invalid CRUD and
IRUN data associations later.
Time Frame
Lets you specify the time frame of the model. Select AS-IS if the
model describes the current state of the process, or select TO-BE if the
model describes the future state of the process.
General model properties are defined and the Model Properties dialog
closes.

Define the Purpose and Viewpoint of a Model
An important part of creating a model is defining its purpose and viewpoint.

Define the purpose and viewpoint of a model using the Model Properties
dialog.
To define the purpose and viewpoint of a model


2. Click the Purpose tab.
The Purpose tab opens.

Purpose
Lets you enter the model purpose text.

Viewpoint
Lets you enter the model viewpoint text.

Note: You can click the Text Editor button to open the text editor in which
you can cut, paste, save, print, and check spelling.
Model purpose and viewpoint are defined and the Model Properties dialog
closes.
78 User Guide
Define the Definition and Scope of a Model
An important part of creating a model is defining its definition and scope.

Define the definition and scope of a model using the Model Properties dialog.
To define the definition and scope of a model
2. Click the Definition tab.
The Definition tab opens.
Definition
Lets you enter the model definition text.
Scope
Lets you enter the model scope text.
Model definition and scope are defined and the Model Properties dialog
closes.
Define Model Source Information
An important part of creating a model is defining its source. Define the source
of a model using the Model Properties dialog.
To define the source information for a model
2. Click the Source tab.
The Source tab opens.
3. Specify the source information in the text box and then click OK.
Model source is defined and the Model Properties dialog closes.

Define the Model Status
An important part of modeling is defining the status of a model. Define the

model status using the Model Properties dialog.
To define the status of a model
2. Click the Status tab.
The Status tab opens.
3. Select from the following options and then click OK.
Working
Specifies that the model is under construction.
Draft
Specifies that the model has a remedial level of approval.
Recommended
Specifies that the model and its supporting text have been reviewed
and approved by a formal review.
Publication
Specifies that the model is complete and approved in its current form
by all relevant parties.
Other
Specifies that the model meets the status as defined in the available
text box.
Creation date
Lets you enter the model creation date.
User last revision date
Lets you enter the user last revision date. The system last revision
date is system generated.
The model status is defined and the Model Properties dialog closes.
80 User Guide
Define Diagram Object Numbering Options
Set the diagram numbering format for activities, data stores, external
references, and UOWs using the Model Properties dialog.
To define numbering options
2. Click the Numbering tab.
The Numbering tab opens.
Number prefix
Lets you specify the number prefix that activities should use.
Show prefix
Lets you specify whether or not to display the prefix for activities in
the model.
Use persistent numbers

Lets you specify whether or not to use a persistent numbering
convention for activities in the model.
1, 2, 3
Specifies to use consecutive numbers for each activity in a diagram
beginning at activity number 1. Note: Although this is permitted in
this product, this is not the standard numbering used in IDEF3
diagrams.
Use diagram numbering format

Specifies to number each activity and decomposition diagram uniquely
depending on its location in the model. For example, in an IDEF0
model, the activity number A2.4 is the fourth activity in the second
level decomposition.
None
Specifies to hide activity numbers.
Show prefix on Data Stores
Lets you specify whether or not to display the prefix D in data store
numbers in a DFD diagram. For example, D5, where 5 is the data store
number.
Show prefix on Externals
Lets you specify whether or not to display the prefix E in external

reference numbers in DFD diagrams. For example, E7, where 7 is the
external reference number.

Data Store
Lets you enter a new starting number for the next data store you
create in a DFD diagram. Data store numbers are unique for each data
store name.
External
Lets you enter a new starting number for the next external reference
you create in a DFD diagram. External reference numbers are unique
for each external reference name.
UOW
Lets you enter a new starting number for the next UOW you create in
an IDEF3 diagram. For example, if you enter 20 as the next UOW
number in a diagram where 1.1.10 is the highest number, the next
activity you add to the same diagram would be 1.1.20.
Show prefix
Lets you specify whether or not to display the parent activity

(diagram) number prefix in the NODE box in the diagram title area.
Note: This affects the diagram number only.
1, 11, 111 (no dots)
Specifies to use continuous numbers as the numbering style for the

parent activity number in the NODE box in the diagram title area.
1, 1.1, 1.1.1 (use dots)
Specifies to use a decimal separator as the numbering style for the

parent activity number in the NODE box in the diagram title area.
Diagram object numbering is defined for the model and the Model
Properties dialog closes.
82 User Guide
Define Model Display Options
Set the model display options to apply for all diagrams you create in a model
using the Model Properties dialog.
To define display options for a model
2. Click the Display tab.
The Display tab opens.
Activity Numbers
Lets you specify whether or not to display activity numbers in diagram

activities. Note: Activity numbers display in the lower right corner of
an activity in IDEF0 diagrams, in the lower left corner of an activity
(UOW) in IDEF3 diagrams, and in the upper right corner of an activity
in DFD diagrams.
Data Store Numbers
Lets you specify whether or not to display data store numbers in DFD
data stores. Note: Data store numbers display on the left side of a
data store.
External Numbers
Lets you specify whether or not to display external reference numbers
in DFD external references. Note: External reference numbers display
in the upper left corner of an external reference.
Arrow Names
Lets you specify whether or not to display arrow names for all diagram
arrows.
ICOM Codes
Lets you specify whether or not to display ICOM codes (I, C, O, M)

next to the appropriate diagram arrows.
Colors
Lets you specify whether or not to display diagram colors.
ABC Data
Lets you specify whether or not to display activity-based costing (ABC)

information in diagram activities. Note: ABC cost information displays
in the lower left corner of an activity in IDEF0 diagrams, and in the
upper left corner of an activity for IDEF3 and DFD diagrams.
Tunnels

Lets you specify whether or not to display diagram tunnels.
Shadows
Lets you specify whether or not to display graphic shadows for all
diagram objects.
Leaf Corners
Lets you specify whether or not to display leaf corners for any leaf-
level activity.
Squiggles
Lets you specify whether or not to display arrow squiggles.
Block highlighting
Lets you specify whether or not to display block highlights when you
select a diagram object.
Dates in long format in Kit
Let you specify whether or not to display dates in the kit in long
format. For example, a short date such as 10/1/04 becomes October
1, 2004.
Cost
Lets you specify whether or not to display current cost values for ABC
units.
Frequency
Lets you specify whether or not to display frequency (how often an
activity occurs with respect to one occurrence of the parent activity)
values for ABC units.
Duration
Lets you specify whether or not to display duration (the time it takes
for an activity to complete) values for ABC units.
C-Number
Lets you specify whether or not to display the source and destination
chronological number on off page references.
Node Number
Node Number on off page references.
Diagram Name
diagram name on off page references.
Model display options are defined and the Model Properties dialog closes.
84 User Guide
Define Model Layout Options
Set the model layout options to apply for all diagrams you create in a model
To define layout options
2. Click the Layout tab.
The Layout tab opens.
Allow Box to be moved

Lets you specify whether or not to manually move diagram activity
boxes in a diagram. If this option is not selected then activity boxes
are locked in place in all model diagrams.
Allow Box to be resized

Lets you specify whether or not to manually resize diagram boxes. If
this option is not selected then activity box sizes are locked in place in
all model diagrams.
Do not resize or wrap

Lets you specify whether or not you want activity name text to ignore
activity box borders.
Wrap text to fit box

Lets you specify whether or not to automatically wrap activity name
text to fit diagram object box dimensions. When you resize the box,
the activity name wraps to fit inside the new box dimensions.
Automatically resize box to fit text

Lets you specify whether or not to automatically adjust the size of
activities and other diagram objects to fit the object name text.
Automatically space arrows

Lets you specify whether or not to automatically space arrows in a
diagram. If you select this option, you also have the following option
available:
Sort arrows (IDEF3 and DFD only)
Lets you specify whether or not to sort arrows and minimize

intersecting for IDEF3 and DFD diagram arrows. Note: These
options take effect when you draw new arrows or move connected
activities.
Break arrows at intersection

Lets you specify whether or not to display aesthetic arrow breaks

where arrows intersect other arrows. If you select this option, select
one of the following options:
Break horizontal arrows
Lets you specify whether or not to break arrows drawn

horizontally.
Break vertical arrows
Lets you specify whether or not to break arrows drawn vertically.
Model layout options are defined and the Model Properties dialog closes.
86 User Guide
Define ABC Units of Measure Options
Define activity-based costing units of measure options to apply for all

diagrams you create in a model using the Model Properties dialog.
To define the options for ABC units of measure
2. Click the ABC Units tab.
The ABC Units tab opens.
Currency description
Lets you specify a unit of currency. The currency unit you select
displays in reports and in the Costs tab in the Activity Properties
dialog.
Symbol placement
Lets you specify the currency symbol placement with respect to the
currency amount. The symbol placement you select displays in
activities when you select the ABC Cost check box in the Display Tab in
the Model Properties dialog.
Symbol
Lets you specify the currency symbol to display next to activity cost
values in diagrams.
Number of decimals in diagrams
Lets you specify the number of significant decimal places (0-9) that
you want to display in diagram activity cost values. For example, 2
decimals would look like $ 2.35 in the activity.
Number of decimals of reports
Lets you specify the number of significant decimal places (0-9) that
you want to display when you generate activity cost reports. For
example, 2 decimals would look like $ 2.35 in a report.
Time unit
Lets you specify the time unit when you use duration and frequency as
cost factors.
Decimals in frequency values
Lets you specify the number of decimals (0-9) to use for frequency
cost values. Note: Frequency cost values are set in the Costs tab in
the Activity Properties dialog.
Decimals in duration values

Lets you specify the number of decimals (0-9) to use for duration cost
values. Note: Duration cost values are set in the Costs tab in the
Activity Properties dialog.
ABC units of measure options are defined and the Model Properties dialog
closes.
88 User Guide
Define Model Page Setup Options
Define page setup options to apply for all diagrams you create in a model
To define page setup options
2. Click the Page Setup tab.
The Page Setup tab opens.
Inches
Lets you specify to use inches as the unit of measurement.
mm
Lets you specify to use millimeters as the unit of measurement.
Sheet size
Lets you specify the sheet dimensions (width X height).
Header
Lets you specify to include a header in the model. Select one of the
following diagram default header options:
IDEF Kit
Lets you specify to display the standard IDEF kit header.
Custom Header
Lets you specify to display the custom header that you define in
the Header/Footer tab in the Model Properties dialog.
Footer
Lets you specify to include a footer in the model. Select one of the
following diagram default footer options:
IDEF Title
Lets you specify to display the standard IDEF title area footer.
Custom Footer
Lets you specify to display the custom footer that you define in the
Header/Footer tab in the Model Properties dialog.
Model page setup options are defined and the Model Properties dialog
closes.

Define Model Header and Footer Fields
Define header and footer fields to apply for all diagrams you create in a model
To set header and footer fields
2. Click the Header/Footer tab.
The Header/Footer tab opens.
3. Specify the following option and then click OK.
Select Custom Header/Footer Fields
Lets you specify custom header and footer fields to include in the
model. The dropdown selections at the top of this field let you select
custom header information, and the dropdown selections at the
bottom of this field let you select custom footer information.
Model header and footer options are defined and the Model Properties
dialog closes.
90 User Guide
Assign Default Shapes for Diagram Objects
Assign default shapes for diagram objects to apply for all diagrams you create
in a model using the Model Properties dialog.
To assign default shapes for diagram objects
2. Click the Shapes tab.
The Shapes tab opens.
3. Specify the following options for each diagram object and then click OK.
Box type
Displays the types of diagram objects used.
Shape
Displays a shape from the list to represent the diagram object.
The default shapes for the diagram objects are assigned and the Model
Note: You have the option of using shapes, standard boxes, or bitmaps as
defaults in the Draw Style tab in the Model Properties dialog. You can also
specify the draw style at the diagram level in the Draw Style tab in the
Diagram Properties dialog.

Define Model Default Draw Style
Assign default draw styles to apply for all diagrams you create in a model
To set the default draw style for a model
2. Click the Draw Style tab.

The Draw Style tab opens.
Methodology specific
Specifies to display diagram objects in the shape defined by the

methodology, which is either Business Process, Process Flow, or DFD.
Bitmap
Specifies to display diagram objects as bitmaps.
Shape
Specifies to display diagram objects as shapes. Note: You must first

assign shapes to diagram object types in the Shapes tab of the Model
Properties dialog.
Shape and Bitmap
Specifies to display diagram objects with a shape and bitmap. Note:

You must first assign shapes to diagram object types in the Shapes tab
of the Model Properties dialog.
Defer to Diagram
Specifies to defer the display of diagram objects to the draw style you
define in the Draw Style tab in the Diagram Properties dialog. For
example, if you define a default shape for a diagram object at the
model level, you can still select a different draw style at the diagram
level. In this way you can have different draw styles for different
diagrams in the same model. Note: If you select this option, the
default shapes defined in the Shapes tab of the Model Properties dialog
are ignored.
Show Name
Specifies to display diagram object names when you select bitmaps or

shapes as the draw style.
Show Number
Specifies to display diagram object node numbers when you select

bitmaps or shapes as the draw style.
92 User Guide
Show ABC Data
Specifies to display activity-based costing (ABC) values when you

select bitmaps or shapes as the draw style.
Style for Organization Charts
Lets you specify default draw style options that apply to roles in
organization charts. Select one of the following options:
Standard
Specifies to display each role as a standard box.
Bitmap
Specifies to display each role as a bitmap. You must first assign

bitmaps to roles in the Role Dictionary.
Shape
Specifies to display each role as a shape. You must first assign

shapes to roles in the Role Dictionary.
Defer to Diagram
Specifies to defer the display of roles in an organization chart to

the draw style you define in the Draw Style tab in the Organization
Chart Properties dialog. For example, if you define a default shape
for a role at the model level, you can still select a different draw
style at the organization chart (diagram) level. In this way you can
have different draw styles for different organization charts in the
same model.
The default draw style options are assigned and the Model Properties
dialog closes.
Define the Diagram Author Name
Define the author name of a diagram using the Diagram Properties dialog.
To define the author name for a diagram
1. Click Diagram Properties from the Diagram menu.
The Diagram Properties dialog opens at the Name tab.
2. Enter the name of the diagram author in the Author field and then click
OK.
The author name is defined for the current diagram and the Diagram
Note: You cannot change the diagram name in the Diagram Properties dialog
because the diagram name derives from the parent activity name. To change
the diagram name, change the name of the parent activity.

Define the Diagram Kit
Define the diagram kit using the Diagram Properties dialog.
To define the diagram kit
2. Click the Kit tab.
The Kit tab opens.

C-Number
Lets you enter a chronological number that you can use to uniquely
identify the diagram. The C-Number displays in the NUMBER box in the
diagram IDEF title area.
Used At
Lets you enter the location where the diagram is used in the model.
This is an IDEF0 construct that displays in the left corner of the
diagram IDEF kit.
Page number
Lets you enter a page number to display in the diagram IDEF title
area.
Node number
Specifies to display the node number of the parent activity. The node
number displays in the NODE box in the diagram IDEF title area.
Scenario
Lets you enter the scenario or circumstances of the current IDEF3

diagram. Note: This option is available for IDEF3 and Swim Lane
diagrams only.
The diagram kit is defined for the current diagram and the Diagram
94 User Guide
Define the Diagram Status
Define the diagram status using the Diagram Properties dialog.
To define the diagram status
2. Click the Status tab.
The Status tab opens.
3. Select from the following options and then click OK.

Working
Specifies that the diagram is under construction.
Draft
Specifies that the diagram has a remedial level of approval.
Recommended
Specifies that the diagram and its supporting text have been reviewed
and approved by a formal review.
Publication
Specifies that the diagram is complete and approved in its current

form by all relevant parties.
Other
Specifies that the diagram meets the status as defined in the available
text box.
Creation date
Lets you enter the diagram creation date.

User last revision date
Lets you enter the user last revision date. The system last revision
date is system generated.
The diagram status is defined and the Diagram Properties dialog closes.

Customize the Diagram Kit and Title Areas
You can customize the appearance of the diagram Kit and Title areas. This is
useful if you need to translate Kit and Title areas on a diagram into a local
language.
To customize Kit and Title areas in a diagram

1. Find the configuration settings file BPwinLoc.ini in your WINDOWS
directory and then double-click the file to open it in a text editor such as
Notepad.
The file opens in your default text editor application.

2. Edit the values that begin immediately after the equal sign (=) on each
line as needed and then save and exit the application. Note: The key
names of the fields are to the left of the equal sign on each line and should
not be edited.
The values you changed are saved and will be in effect the next time you
start the product.
Note: If you need to restore the original settings, delete the BPwinLoc.ini
file. The next time you start the product, it recreates the file with the
default values.
Define Diagram Text
Define the diagram text using the Diagram Properties dialog.
To define diagram text

2. Click the Diagram Text tab.

The Diagram Text tab opens.
3. Enter any diagram text documentation that needs to be a part of the

diagram and then click OK. Note: You can click the Text Editor button to
open the text editor in which you can cut, paste, save, print, and check
spelling.
The diagram text is defined and the Diagram Properties dialog closes.
96 User Guide
Define the Diagram Page Setup
Define the diagram page setup using the Diagram Properties dialog.
To define the page setup in a diagram

2. Click the Page Setup tab.
The Page Setup tab opens.
Inches
Lets you specify to use inches as the unit of measurement.
mm
Lets you specify to use millimeters as the unit of measurement.
Sheet size
Lets you specify the sheet dimensions (width X height).
Scale diagram objects with page
Specifies to scale all diagram objects to fit the selected sheet size
dimensions. Note: If you resize the diagram to smaller dimensions, all
diagram objects resize automatically.
Header
Lets you specify to include a header in the diagram. Select one of the
following diagram default header options:
IDEF Kit
Lets you specify to display the standard IDEF kit header.
Custom Header
Lets you specify to display the custom header that you define in
the Header/Footer tab.
Footer
Lets you specify to include a footer in the diagram. Select one of the
following diagram default footer options:
IDEF Title
Lets you specify to display the standard IDEF title area footer.
Custom Footer
Lets you specify to display the custom footer that you define in the
Header/Footer tab.

The diagram page setup is defined for the current diagram and the
Diagram Properties dialog closes.
Define Diagram Header and Footer Fields
Define the diagram header and footer fields using the Diagram Properties
dialog.
To set diagram header and footer fields
2. Click the Header/Footer tab.
The Header/Footer tab opens.
3. Specify the following option and then click OK.
Select Custom Header/Footer Fields
Lets you specify custom header and footer fields to include in the
diagram. The dropdown selections at the top of this field let you select
custom header information, and the dropdown selections at the
bottom of this field let you select custom footer information.
Diagram header and footer fields are defined and the Diagram Properties
dialog closes.
98 User Guide
Define the Diagram Draw Style
Define the diagram draw style using the Diagram Properties dialog.
To define the draw style in a diagram


2. Click the Draw Style tab.
The Draw Style tab opens.
Standard
Specifies to display diagram objects as the standard boxes used in the

diagram type.
Bitmap
Specifies to display only the bitmaps you assign to diagram objects in
the diagram.
Shape
Specifies to display only the shapes you assign to diagram objects in
the diagram.
Shape and Bitmap
Specifies to display the shapes and bitmaps you assign to diagram

objects.
Defer to Box
Specifies to display whatever style you assign to diagram objects (Box,

Bitmap, Shape).
Show Name
Specifies to display the diagram object name in the activity shape or

bitmap, or both.
Show Number
Specifies to display the diagram object number in the activity shape or

bitmap, or both.
Show ABC Data
Specifies to display diagram object cost information in the activity

shape or bitmap, or both. Note: This applies to activities only.
The diagram draw style is defined for the current diagram and the
Diagram Properties dialog closes.

Display a Sibling Diagram
You can view a sibling diagram that is related to the current diagram in a
workspace.
To display a sibling diagram, click the Go To Sibling Diagram tool on the

Model Toolbox.
Note: Each time you click the Go To Sibling Diagram tool, the next sibling
diagram is displayed in the workspace.
Display a Parent Diagram
You can display a parent diagram when the active diagram is a child diagram.
To display the parent diagram, click the Go To Parent Diagram tool on the
Model Toolbox.
Display a Child Diagram
You can display a child diagram if the active diagram has one or more
decomposition diagrams.
To display a child diagram, click the Go To Child Diagram tool on the Model
Toolbox.
Create a Squiggle to Label an Arrow
You can create a squiggle on a diagram to label an arrow. This is helpful if

there are many arrows on the diagram because you can use the Squiggle tool
to set the arrow label further away so the diagram is less cluttered.
To create a squiggle, click the Squiggle tool on the Model Toolbox and then
click the arrow to which you want to apply the squiggle. The squiggle between
the arrow name and the arrow is drawn automatically.
100 User Guide

Print a Diagram
Print a Diagram
Print a diagram so you can have a reference available when you perform
modeling activities.
To print a diagram
2. Select any of the following options:
Name
Specifies the name of the printer to print the diagram.
Properties
Sets specific printer properties depending on the printer driver.
Help
Opens a context-sensitive help topic for the current dialog.
Number of copies
Specifies the number of diagram copies to print.
Print to file
Specifies to print the diagram to a file. Specify the file name in the
Print to File dialog.
Collate
Specifies to collate printed diagrams with multiple pages so they stay

together when printed. Note: Your printer must support this option.
Colors
Specifies to print the diagram in color.
Leaf
Specifies to print the "/" symbol in the upper-left corner of the

diagram.
Sheet
Specifies to print text blocks drawn outside of the diagram border.
Header
Specifies to print the diagram header (diagram kit area).
Footer
Specifies to print the diagram footer (diagram title area).

Print a Diagram
UDP Marker
Specifies to print the UDP paperclip marker if it is displayed in the

diagram.
Include Parent Diagram(s)
Specifies to automatically print the parent diagram of the

decomposition diagram you print.
Include Diagram Report(s)
Specifies to include a diagram report with the printed diagrams. Click

the Field button to open the Diagram Report dialog where you can
select specific field information such as Name, Definition, and Status to
include in the diagram report.
3. Expand or collapse the diagram tree to have the best view of the diagram
names that you want to print, or view or hide its decomposition diagrams,
and then select one of the following for each diagram that you want to
print:
Print at scale
Prints one or more diagrams using the page setup you define in the
Page Setup tab in the Diagram Properties dialog. Click the top diagram
(context diagram) check box in the Diagrams list to print all diagrams
in the base model.
% scale
Specifies the scale size as a percentage of the current diagram scale.
Print to fit
Prints one or more diagrams that you want maximized on the printed
page. Click the top diagram (context diagram) check box in the
Diagrams list to print all diagrams in the base model.
Horiz. Pages
Calculates and shows the number of horizontal pages required to print
the diagrams you select at the scale you specify (see Print at scale).
You can also override the calculated number of pages by typing the
number of horizontal pages to print the diagram.
Vert. Pages.
Calculates and shows the number of vertical pages required to print

the diagrams you select at the scale you specify (see Print at scale).
You can also override the calculated number of pages by typing the
number of vertical pages to print the diagram.
102 User Guide

Print a Diagram
4. Select one of the following Print Job settings and then click OK.
Single
Specifies to print all diagrams as one print job.
Per Diagram
Specifies to print each diagram as a separate print job.
Per Printer Page
Specifies to print each page as a separate print job.
The print job is sent to the printer and the Print dialog closes.
Set Printer Options
Define printer options to ensure that diagrams print correctly.
To set printer options
1. Select Print Setup from the File menu.
The Print Setup dialog opens.
2. Select the following options and then click OK.
Name
Specifies the name of the printer to use to print the diagram.
Properties
Opens the Properties dialog so you can edit specific printer properties.
Size
Specifies the paper size.
Source
Specifies the paper source.
Portrait
Specifies to print the diagram with the top along the short edge of the
paper.
Landscape
Specifies to print the diagram with the top along the long edge of the
paper.
Network
Opens the Connect to Printer dialog so you can connect to a printer on

your network.
The printer options are defined and the Print Setup dialog closes.

Print a Diagram
Set Default Font Properties for Report Text
You can set the default font properties that will apply for all report text.
To set default font properties for report text
1. Click Default Fonts from the Model menu, and then click Report Text.
The Report Font dialog opens.
2. Select one or more of the following options and then click OK.
Font
Lets you specify the font for the report text.

Font Style
Lets you specify the font style for the report text.
Size
Lets you specify the font size for the report text.
Effects
Lets you specify effects to apply to the report text.
Sample
Displays a sample of what the text will look like if you apply the
changes.
Change all occurrences of this font in the model
Specifies to apply the selected font options to all other model objects
that have the original font settings, if applicable.
Script
Lets you specify the script for the report text.
The default font is set for all report text and the Report Font dialog closes.
Note: When you set report text fonts, you affect only the reports found in the
Tools/Reports menu. This does not apply to reports you create in the Report
Template Builder (RTB).
104 User Guide

Chapter 5: Reporting
The Report Template Builder (see page 105)

Data Model Reporting (see page 120)
Process Model Reporting (see page 133)
The Report Template Builder

The Report Template Builder is a versatile and customizable tool for creating
and running reports on data models and business process models. The Report
Template Builder enables you to reuse and edit your report templates and
maintain objects for related report types. You can create text-based and
graphical reports, output the results in HTML, RTF, PDF, and TEXT formats for
easy publication and distribution, and run a predefined report against any
model. The features in the report template properties dialogs lets you specify
the content and formatting of the text elements in your report such as the
report title, table of contents, index, header, footer, fonts, and colors.
Use the Report Template Builder in any of the following ways:

Open one of the sample report templates and edit it to match your specific
reporting requirements.
Create a customized report to include information about logical, physical,
and graphical objects, and then reuse it as a report template.
Create a report consisting of pictures of models and submodels using the
picture report features.
Customize the report output by specifying styles for the title, header,
footer, table of contents, and other report elements.
When you want to run a report, you run a report template against the model
that is currently open. Your report output is displayed in the format you select,
using the registered tool, such as Microsoft Internet Explorer for HTML format,
Microsoft Word for RTF format, Adobe Acrobat for PDF format, and Microsoft
Excel for CSV format, for easy printing and distribution.
Report Templates
You can use the Report Templates dialog to view and maintain the list of all
your available report templates. Click Report Template Builder, Report Builder
from the Tools menu to open the Report Templates dialog.

How to Use the Report Template Builder Dialog
Use the Report Template Builder dialog to create a new report template, or
edit an existing report template.
Open the Report Templates dialog by clicking Report Template Builder,
Report Builder from the Tools menu.
Click the New button to create a new report template, or select an existing
report template that you want to edit, and then click the Edit button to
open the Report Template Builder dialog.
Click New from the File menu if you want to create a new report template.
Click Open from the File menu if you want to open a different report
template (*.rtb) file to edit.
Add objects from the Available Sections pane to the Report Layout pane
that you want to include in the report template by clicking the item and
then clicking the right arrow button.
Click Preferences from the Edit menu to set default global formatting
preferences that apply to new report templates such as default font, text
color, and text alignment.
Click Properties from the Edit menu to apply certain properties to the
generated report, select additional objects to include in your report, or to
override any global formatting selections set in the Preferences dialog for
those objects included in the Report Layout pane.
Click Save from the File menu to save your new report template.
Click Save As from the File menu if you have edited an existing report
template and want to save it to either a different location, or using a
different name.
Click Run from the File menu to generate the report.
106 User Guide

Open a Report Template in the Report Template Builder
You can open an existing report template to see if it contains the information
required for your reports.
To open a report template
1. Click Report Template Builder, Report Builder from the Tools menu.
The Report Templates dialog opens.
2. Click the report template that you want to open from the Available
Templates list and click the Edit button.
The report template opens in the Report Template Builder dialog.
Note: If you are opening Report Template Builder for the first time as part of
a new installation of CA ERwin DM, you will be prompted to set the location of
the report templates. By default, they are installed to C:\Documents and
Settings\<user>\Application Data\CA\ERwin Data Modeler\7.3\Reports, but
you can change that location at any time to another that is more relevant for
your modeling environment.
Create a New Report Template in the Report Template Builder
You can create a new report template for your company or department that
contains the report layout that you want to apply to all reports. After you
create and save the template, you can use the template to generate reports
on all your models.
To create a new report template


2. Click the New button.
The Report Template Builder dialog opens.
Double-click each object in the Available Sections list that you want to add
to the Report Layout pane. Note: The list of these objects is based on the
unique list of objects for the current model.
Each object appears in the Report Layout pane as you double-click it.

3. Click Preferences from the Edit menu to review and change the global
formatting preferences.
The Report Template Builder Preferences dialog opens.

4. Review the global formatting preferences, make any changes necessary,
and click OK.
Any formatting preferences that you selected are set, and the Report
Template Builder Preferences dialog closes.
Note: You can click the Apply to the Current Template button if the
change is needed for this template.
5. Click Save from the File menu.
The Report Template Builder - Save As dialog opens.
6. Select a name for your new report template and then click the Save button
to save it as a *.rtb file in the directory you select (the default is the
Reports directory).
The Report Template Builder - Save As dialog closes, the report template
file is saved and can now be used to create reports.
7. Click Exit from the File menu, and then click Close.
Both the Report Template Builder dialog and the Report Templates dialog
close.
Set Template and Object Properties
You can set the object properties as well as the title, header, footer, definition,
and export options for the current template.
Note: Changes made in the Properties dialog override those set globally in the
Preferences dialog.
To set template and object properties
2. Click the New button or select a report template from the Available
Templates list and click the Edit button.
3. Right-click one of the section types in the Report Layout pane of the
Report Template Builder and select Properties.
The Properties dialog opens.
108 User Guide

4. Define report template and object properties as required for your

environment in each of the following tabs in the Properties dialog, then
close the Properties dialog when you are done:
Property Tree
Lets you define table of contents, export format, and object properties
for the generated report.
Title
Lets you define and format the document title for the generated
report.
Header
Lets you define and format the document header for the generated
report.
Footer
Lets you define and format the document footer for the generated
report.
Definition
Lets you create a description of your report template. This text

displays in the Report Template Definition field in the Report
Templates dialog.
Export
Lets you specify the output format, file path and location, and
properties for the selected output format.
Section
Lets you edit the text and formatting options for report section.
Table
Lets you edit the text and formatting options for report table.
Column Header
Lets you edit the text and formatting options for report column
headers.
Column Cell
Lets you edit the text and formatting options for report column cells.
Your template and object properties are set and you are returned to the
Report Template Builder dialog.
Note: The tabs available in the Properties dialog will vary depending on
what section type you have selected to edit in the Report Layout pane.

Open a Report Directory
The Available Templates list is displayed in the Report Templates dialog. The
location of the directory that contains these Available Templates is also shown.
If you cannot see the template file that you need in the Available Templates
list, you need to browse for it.
To open a report directory
2. Click the Browse button to locate and select another directory where you
have stored your template files.
The Browse for Folder dialog opens.
3. Locate and select the report directory that contains the report template
you want and click OK.
The Browse for Folder dialog closes and you are returned to the Report
Templates dialog. The Available Templates list is now populated with the
template files of the directory you just selected.
Note: The next time you open the Report Templates dialog, it will display the
directory and the corresponding Available Templates from the location where
you last browsed.
Build a Report Template Using Objects
You can build a report template in the Report Template Builder dialog by
moving objects from the Available Sections pane to the Report Layout pane,
and then setting the properties for those objects.
The Available Sections pane displays every object in the graphical, logical, and
physical model that you can include in a report template. Objects are
displayed in hierarchical section and property trees. Each object in the
Available Sections pane is identified by the same icon that is used to identify it
in the Model Explorer.
To build a report template using objects
2. Click the New button to create a new report template, or select one of the
existing, preformatted report templates from the Available Templates list,
then click the Edit button.
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3. Double-click each object you need for your report from the Available
Sections pane to add it to the Report Layout pane so that it can be a part
of your report.
Objects are added to the Report Layout pane as you double-click each one.
4. Right-click an object in the Report Layout pane and select Properties from
the shortcut menu so you can select an item from the Property Tree of
that object.
5. Select the items you want from the Property Tree and close the dialog
when you are done making your selections.
You are returned to the Report Template Builder dialog where you can
continue to add more objects, run the report, or save the report template.

Create a Standards Template in the Report Template Builder
You can create a standards template for your company or department that
contains the formatting preferences that you want to apply to all reports. After
you create and save the template, you can use it each time you create a new
report.
To create a standards template
3. Click Preferences from the Edit menu to review and change the global
formatting preferences.
The Report Template Builder Preferences dialog opens.
4. Set your preferences as needed for the output type, click the Apply to the
Current Template button, and then click Yes when you are prompted to
apply these settings to the current report template.
The preferences are set and the Report Template Preferences dialog
remains open.
5. Click OK in the Report Template Builder Preferences dialog.
The Report Template Builder Preferences dialog closes.

7. Select a name for your new report template and then click the Save button
to save it as a *.rtb file in the directory you select (the default is the
Reports directory).
The Report Template Builder - Save As dialog closes, the report template
file is saved and can now be used to create reports.
close.
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Define Properties for an Existing Report Template
You can define additional properties or add more objects to a report template
that is already defined in the Available Templates list.
To define additional properties for an existing report template
2. Select the report template for which you want to define additional
properties and then click the Edit button.
3. Select a section within the Report Layout pane and click Properties from
the Edit menu.
4. Select the properties you need to include in your report in the Property
Tree tab by expanding the property tree and selecting the check box of
each property to include in your report, select the document properties
you need to apply to your report in the Section tab, and then close the
Properties dialog.
You are returned to the Report Template Builder dialog.
The report is saved with the changes you made and the Report Template
Builder dialog remains open.
6. Click Run from the File menu.
The report is generated and opens in the program associated with the
output type you selected.
Create a Picture Report in the Report Template Builder
A picture is a report section that can be added to the layout of any report
template. You can use a picture report to publish a picture of a complete
model, a selected subject area, or a stored display of your model, or to add
that graphical element to an existing report.
To create a picture report

3. Double-click the picture object in the Available Sections list to add it to the
Report Layout pane.
The picture object is shown in the list in the Report Layout pane.
4. Click Properties from the Edit menu.
5. Select one of the following picture type options for subject areas or stored
displays:
Current Stored Display of Main SA
(CA ERwin DM option only) Includes a picture of the current stored

display of the main subject area of your model in your report.
Current Stored Display
Includes a picture of the current stored display of your model in your

report.
Specify Stored Display(s) at Run Time
Lets you select the stored displays when you run the report. When the
report is run, you can indicate the subject area or stored display in the
Available Subject Area and Stored Display dialog, as well as set the
Scale Value for the selected stored display.
6. Expand the other items in the Property Tree tab, set the report layout
values required, select the elements of your model that you want to
include in your report, and then close the Properties dialog. Note: For
HTML output, the elements you select will be associated with the related
graphical element of your model, and these elements can be set to display
as pop-up windows or links.
You are returned to the Report Template Builder dialog.
8. Enter a name for the picture report and click Save.
The Report Template Builder - Save As dialog closes and you are returned
to the Report Template Builder dialog.
9. Click Run from the File menu.
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Edit a Report Template in the Report Template Builder
You can edit an existing report template for your company or department so
that it contains the information required for your reports.
To edit a report template
2. Click the report template you want to edit from the Available Templates
list, and then click the Edit button.
The template you selected opens in the Report Template Builder dialog.
Make the changes to your report template as needed, and then select
Save from the File menu.
Note: If you need to save the report template to a location other than the
default location, or need to save it using a different name, select Save As
from the File menu.
The edited report template is saved, and the Report Template Builder
dialog remains open.
close.
Delete a Report Template
If you no longer need a report template and want to ensure that no one in
your organization uses it, you can delete it.
To delete a report template

2. Select the report template that you want to delete from the Available
Templates list, then click the Remove button.
A dialog opens asking you to confirm whether or not you want to delete
the selected report template.

3. Click OK.
The dialog closes, you are returned to the Report Templates dialog, and
the report template that you deleted no longer appears in the Available
Templates list.
4. Click Close.
The Report Templates dialog closes.
Run a Report in the Report Template Builder
When you have completed editing a report template or have created a new
report template, you can run the report against the model you currently have
open to distribute to your team members.
To run a report
2. Select a report template from the Available Templates list, use the default
output type or select a different output type, and then click the Run
button.
Note: The default output type shown in the Output Type dropdown is the
global default associated with the selected report template. If you change
the output type in the Report Templates dialog, it only applies to the
current report. The generated report is saved in the location shown in the
Directory field.
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Management of Report Results
To efficiently manage report results, you need to understand how your report
files are automatically generated and saved each time you run a report. When
you run a report, the output is displayed in the registered application
appropriate to the format, such as Microsoft Internet Explorer for HTML
format. At the same time, the Report Template Builder creates files in the
relevant format and saves them in a directory named for the report. You can
use these files for later reference, for distribution, or for independent editing.
For example, you can copy the HTM and JPG files from your HTML output for
publication on your intranet.
When you save a report template, a new folder is created in the same
directory, named for the report template (*.rtb) file. When you run a report,
the Report Template Builder creates the output files in this folder.
The following table displays the type of files generated for each supported
output format:
Output Format Generated Files
HTML <report components>.htm
<graphics>.jpg
RTF <report name>.rtf
TEXT <report name>.csv (for comma-delimited text)

or
<report name>.txt (for tab- or space-delimited

text)
PDF <report name>.pdf
Note: Each time you generate a report, the Report Template Builder writes
files to the same folder, overwriting previously generated files. To preserve a
report, use your HTML browser, spreadsheet program, or word processing
program to save a copy of the generated report to another location.

Output Formats
Before you run a report in Report Template Builder, you must select an output
format. When the report is run, it is then displayed in the registered
application appropriate to the format you selected, such as Microsoft Internet
Explorer for HTML output, Microsoft Word for RTF output, Microsoft Excel for
comma-delimited TEXT output, or Adobe Acrobat for PDF output. When you
run a report, files are automatically generated and saved using the file format
of the report viewer.
Select an output format based on your requirements for publishing,

distributing, or keeping a record of your models.
HTML format
Displays your report output where they will be viewed with an internet
browser, such as Microsoft Internet Explorer.
RTF format
Displays your report output in a word processor, such as Microsoft Word.
TEXT format
Displays your comma-delimited output in a spreadsheet program, such as
Microsoft Excel.
Tab- or space-delimited TEXT format

Displays your report output in a text editor, such as Microsoft Notepad.
PDF format
Displays your report output in Adobe Acrobat reader.
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HTML Formatting Options
You can set the following HTML formatting options:

Title text, font type, font size, effects, and text color for the report's title.
Font type, font size, effects, text color, and alignment for the report's
header.
footer.
Background and foreground colors for the report sections.
Graphical elements for the picture report.
Scaling values for graphical elements.
Maximum column width.
Your company logo.
Note: Any settings in the Properties dialog will override any settings you make
in the Preferences Dialog.
How to Publish an HTML Report on a Web Server
You can publish your report on the web by copying your HTML report output to
your web server. This is useful when you need to post a report on your
company's intranet for viewing and feedback. When you run an HTML report,
the Report Template Builder automatically generates HTM and JPG files in the
folder named for your saved *.rtb file. An HTM file is generated for each report
element and section of the report, and a JPG file is generated for each picture.
The following describes the steps necessary to publish an HTML report on a
web server:
Create and save your report template.
Run the report against the open model.
Review the files in the \reports\<report name> directory that are
automatically generated.
Copy all of the HTM and JPG files from the \reports\<report name>
directory to your web server.
Link to the HTM file named for your report.

Data Model Reporting
RTF and PDF Formatting Options
You can set the following RTF and PDF formatting options:
Title text, font type, font size, effects, and text color for the report's title.
header.
footer.
Table of contents and index creation. Note: An index can only be created
for PDF reports.
Graphical elements for the picture report.
Scaling values for graphical elements.
TEXT Formatting Options
You can set the following TEXT formatting options:

Filter options to include or remove duplicate report entries.
Text qualifier.
Text delimiter.

In addition to the Report Template Builder, CA ERwin Model Navigator
supports a reporting tool called The Data Browser. The Data Browser is not
available for CA ERwin Process Model Navigator.
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The Data Browser
The Data Browser is a versatile and highly-customizable tool for browsing and
generating reports on models and database information.
If you are using the Data Browser without a connection to CA ERwin Model
Manager, the Data Browser provides a set of predefined report types
(categories) for models. Each report type contains a set of related options that
you can include or exclude in your report. Some report types also provide
built-in filtering and sorting options. You select a report category and use it as
the basis for creating a report that includes only the options you want. Once
you create the report, it appears in a reporting folder so you can print the
report again.
The Data Browser shows the result set generated by the report, and adds a
result set icon ( ) to the tree control under the report icon. You can then use
the Data Browser features to customize the content and change the
appearance of the result set.
You can also use the Data Browser to search for and find the information you
want in a result set. You can specify a search expression, which can include
strings, numbers, or dates, for one or more columns so that the Data Browser
finds only the result set rows that satisfy all the search expressions. You can
find a change of value in a column and hide result sets rows that do not match
the search.
If you are using the Data Browser with a connection to CA ERwin Model
Manager, the Data Browser provides two sets of predefined reports organized
in a folder tree under two folders called General and MM Reports
<MartName>.
How Icons Identify the Data Browser Tree Control
The tree control displays the Data Browser reports and result sets as an
indented outline based on their logical hierarchical relationship. The caption
bar above the tree control shows the currently selected root node of the tree.
The meaning of each tree control symbol is shown below:

Report Folder
Report
Editable Report
Result Set
Report View
Shortcut menus are provided to perform functions on the objects displayed in

the tree control.

Standard Data Browser Reports
The Data Browser includes a set of standard reports that you can use to report
on your current model. The Standard report file (Standard.erp) resides in the
install folder, by default, c:\Program Files\CA\ERwin Data Modeler\Reports.
Entity reports
Attribute reports
Column reports
Domain reports
Model validation reports
Subject area reports
Table reports
Stored procedure reports
Relationship reports
View reports
Create a Report
You can use the Options tab in the Report Editor to specify the information you
want to include in a report. The options you select become columns in a result
set generated by the report. A pencil icon next to an option indicates that the
corresponding column in the generated result set is editable.
To create a report
1. Click Data Browser on the Standard toolbar.
2. Click New report or folder on the toolbar.
The New Object dialog opens.
3. Double-click on the report item.
The Reports dialog opens.
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4. Select the following options:
Name
Displays the name of the report.
Category
Displays type of report you want to generate. The options in the list
change based on whether you click Logical or Physical.
Logical
Filters the Category list to show only those reports available for the
logical model.
Physical
Filters the Category list to show only those reports available for the
physical model.
Option tab
Edit
Displays all report options in the Options list.
Show Selected Only
Displays only the currently selected report options in the Options list.
Show Selected
Expands only folders in the Options list that contain selected items.
Unselected items in these folders are also shown.
Collapse All
Closes all open folders except the first folder.
Clear All
Clears all previously selected options.

Options
Displays the information you can include in a report. The options

available depend on the report type selected in the Category list.
Expand or collapse each folder to select three possible types of
options:
Check box options
Select the check box next to an option to include that information in

the report. A pencil icon next to an option indicates that the
corresponding column in the generated result set will be editable.
Filter options
Click the plus sign next to a Filter By folder to view the filtering
options. Click one or more of the filter buttons to include only rows in
the report that satisfy the filter options you select.

Sort By options
Click the plus sign next to a Sort By folder to view the sorting options.
Click on one of the Sort By buttons to sort the report rows using the
option you select.
Definition tab
Displays a definition for the report.
Note tab
Displays a note for the report.
5. Click OK.
The report is added to the tree control in the main Data Browser window.
6. Click Execute report.
The report is run against the active model.
Edit a Report
You can use the Options tab in the Report Editor to specify the information you
want to include in a report. The options you select become columns in a result
set generated by the report. A pencil icon next to an option indicates that the
Important: When the report is run from the Entity/Table level asking for
attribute/column names, and if some of the attributes/columns are marked as
logical or physical only, or even if there is a difference between the number of
displayed attributes and columns because of any transform, the report shows
the displayed attributes and columns but the attributes and columns will not
necessarily correspond to each other in the same line. This gives the
appearance of mismatched attributes and columns, but the report is behaving
as expected. If you want to see which attribute matches which column, then
you need to run the report at the Attribute/Column level.
To edit a report
2. Expand the folder that contains the report you want to edit, select the
report you want to edit, and click Edit properties on the tree control
toolbar.
The Report Editor opens.
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3. Edit the reporting options from tree control:
Options
Select the check box next to an option to include that information in

the report. A pencil icon next to an option indicates that the
Filter options
Click the plus sign next to a Filter By folder to view the filtering
options. Click one or more of the filter buttons to include only rows in
the report that satisfy the filter options you select.
Sort By options
Click the plus sign next to a Sort By folder to view the sorting options.
Click on one of the Sort By buttons to sort the report rows using the
option you select.
Definition
Edits the definition for the report.
Note
Edits the note for the report.
Click OK.
The report is updated.
4. Click Execute report.
The report is run against the active model.
Generate a Report Using the Data Browser
When you generate a Data Browser report, the Data Browser shows the result
set generated by the report in the Result Set pane on the right side of the
dialog. A result set icon is added to the tree control under the report icon. The
following naming convention is used for reports: <Report Name> (<Time>,
<Number of Rows>).
To generate a report using the Data Browser
1. Click Data Browser in the Standard toolbar.

2. Expand the folder that contains the report you want to generate, and
double-click the report icon.
The report is generated. The result set is displayed for the report in the
Result Set area of the Data Browser window and a result set icon is added
under the report in the tree control.

3. Edit the result set:
Double-click an editable cell. A cell is editable when the cursor changes

to a pencil when you drag the cursor over the cell. All editable cells in
the select row change to editable text boxes.
Edit the text in the cell.
Click Save on the Data Browser toolbar to save your changes to the
.erwin model.
4. Customize the result set.
Report (ERP) Files
During installation, the setup program saves a standard Reports file

(Reports.erp) in the same directory as the program files. The Reports file
contains the names and definitions of predefined reports that are supplied, and
the customized reports and report folders that you create. The Reports file
contains the following information:
The name of each report in the file, which includes a description of where
the report is located in the folder hierarchy.
The definition of each report, which includes the selected options that
define the content and structure of the report.
Formatting information for a report, if applicable.
Definition text for a report, if applicable.
Note text for a report, if applicable.
The CA ERwin DM Reports list is created in the Data Browser based on the
content of the .erp file. In addition, the Data Browser provides options on the
Reports menu that you can use to create new .erp files, open different .erp
files, and save the active .erp file using a different name.
The name of the active .erp file is displayed as an extension to the Reports
folder name in the tree control, for example, CA ERwin DM Reports
[Myreports.erp]. The name of the active .erp file is also stored in the
[REPORTS] section of the Erwin.ini file. Each time you open the Data Browser,
the Erwin.ini file obtains the last selected Reports file, then it reads the
Reports file and populates the Data Browser tree control.
When you open a model created in an earlier version of the program, any
named reports stored with the model are imported into a new folder called
Reports from <model name> under the CA ERwin DM Reports folder and are
automatically included in the Reports file.
A backup copy of the default Reports file (Reports.erp) called REPORTS.ERK is

kept, which you can use to restore the default set of reports, if necessary.
126 User Guide

Save a Data Browser Report
You can save a report in a new reports file.
To save reports in a new reports file

2. On the Reports menu, select Save Report File As.
The Save As dialog opens.
3. Select a drive and directory, select a name for the Reports file, and click
Save.
The Reports File is saved with an .erp extension.
Save a Report View
After you make formatting changes to your result set, you can save them as a
named report view, which functions exactly like a predefined report. The
report view icon appears in the tree control under the report or the editable
report on which it is defined, and you can generate it by double-clicking it.
Report views also display in the Most-Recently Used list in the toolbar and in
the Available Reports display for a result set row. You can even drop a result
set row on an eligible report view to run the report.
A report view includes all result set format changes, including column
ordering, heading changes, sorting options, icon assignments, and search
criteria. You can define several report views for the same report. You can even
switch between report views for the same result set without re-generating the
report, simply by dragging the result set icon and dropping it on the report
view you want to see.
To save a report view

2. Double-click on a report.
The result set displays.

3. Customize the report format and click Save view.
The Save Report View dialog opens.
4. Enter a name for the report view in the View Name box and optionally, if
you want to include one or more parameters as part of the report view,
select the check box next to each parameter you want to include. Enter a
description of the report view in the Description box and click OK.
The Data Browser saves the report view with the name you specify and
adds a report view icon to the tree control under the report from which the
view was generated.
Customize a Result Set View
You can change the formatting of the result set displayed in the Data Browser,
including:
The order in which columns are displayed.
The appearance of each column (visible or hidden, bold, grayed).
The column headings.
The order in which the rows are displayed.
Whether or not certain rows are displayed.
The icons associated with report values.
Once you have made your changes and you are satisfied with the way the
results are presented, you can save them in a named report view. The report
view appears in the tree control, and you can generate it just like a predefined
report. This means that the work of developing an effective presentation needs
to be done only once. A single report can have many views, and you can
switch between views without regenerating your result set.
Display a History of Generated Result Sets
Use the Result Set History dialog to display a list of all the result sets
generated in the current session in chronological order. When you double-click
on a result set in the Result Set History dialog, the result set displays in the
Result set area in the Data Browser main dialog, and the icon for that result
set is highlighted in the tree control. This is an easy way to locate the result
set icon that corresponds to a result set.
To display a history of generated result sets

2. Click Display browse history.
The Result Set History dialog opens.
128 User Guide

3. Select the result set you want to view and click the Display button.
The Data Browser displays the selected result set and selects the result set
icon in the tree control.
4. Click Close.
The dialog closes.
Preview a Result Set Before Printing
You can use the Print Preview dialog to preview each page of a result set
before you print it. This feature is helpful if you make changes to the layout,
headers and footers, page numbers, a title, or the page margins, and you
want to see how the changes will appear in the printed result set.
To preview a result set before printing

3. Click Print Preview.
The Print Preview dialog opens.
Print a Result Set
You can print a result set.
To print a result set

3. Click Print on the File menu.
The Print Result Set dialog opens.
4. Work with the available printing options, then click OK.
Your result set prints.

Set Print and Page Layout Options
You can use the Print Result Set dialog to select the page range, the area of
the result set to be printed, the number of copies, the output format, and the
page width overflow options.
To set print and page layout options
3. On the File menu, select Print.
The Print Result Set dialog opens.
4. Select the print options you want.
Page Setup
Specifies layout, font, and text options for printing a result set.
Print Preview
Previews each page in a result set before you print it.
Printer
Opens the standard Windows Print Setup dialog.
5. Click OK.
The print and page layout options are set.
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Page Setup Dialog Options
You can use the Page Setup dialog to specify layout, font, and text options for
printing a result set. The Page Setup dialog includes the following tabs:
Layout
Sets the style of the grid lines, the size of each margin, the page
orientation, and the position of the image area on the printed page. A
graphic in the lower right corner of the tab provides a visual indication of
the page layout and highlights in red text the currently selected page
setup parameter.
Fonts
Sets the font, size, and features of the various text elements such as
column headings, in the result set printout. You can use fonts to enhance
the appearance of a result set and make it easier to view and understand.
Text
Customizes the appearance of a result set printout by changing the default

headers, footers, page numbers, and titles that appear on the printed
result sets.
Export a Result Set
You can use the Export from Data Browser dialog to export a result set
generated by the Data Browser to a comma-separated values (CSV) or
HyperText Markup Language (HTML) file. You can also export a result set to
RPTwin or another application that supports Dynamic Data Exchange (DDE),
such as Microsoft Word.
To export a result set from the Data Browser

3. On the File menu, click Export.
The Export from Data Browser dialog opens.
4. Select one of the following options in the Export format list:
HTML
Generates an HTML file. The resulting output can be displayed in any

Web browser or imported into another application such as Microsoft
Word or Excel.
DDE
Outputs the result set to another application that supports Dynamic

Data Exchange (DDE) such as Microsoft Word.
CSV
Generates a comma-separated values (CSV) file. The resulting output

can be imported by most spreadsheet applications including Microsoft
Excel.
RPT Win
Outputs the result set to RPTwin.
BRS File
Outputs the result set to a BRS File.
5. Select one of the available options in the Presentation group box:
Tabular
Exports the result set in a tabular format similar to the manner in
which the result set is displayed on screen.
Tabular with duplicates
Exports the result set in a tabular format in which all values display,
including those that are duplicated.
Master-detail
Exports the result set as a mix of headings and subtables. The Data
Browser uses the relationships between model components to
determine which values are printed in headings and which values are
printed in tables.
Indented
Exports the result set as a mix of headings and lists. The Data Browser
uses the relationships between model components to determine how
the values are indented.
Item per line
Generates a result set as a list with one item on each line.
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Process Model Reporting
6. Select one of the following options in the Export to group box:
File
Exports the result set to a file.
Clipboard
Exports the result set to the Clipboard. This option is not available if
you select DDE or RPTwin as the export format.
7. Click Export.
The result set is exported.
Exit the Data Browser
When you exit the Data Browser, any report views you create for future
sessions are saved. However, report result sets are not saved. If you want to
save your result sets for the next session, you must explicitly move them to a
new folder.
To exit the Data Browser, click Exit on the Data Browser File menu.

In addition to the Report Template Builder, the following reports exist that you
can generate for Process Models when you Click Reports from the Tools menu:
Model Report
Diagram Report
Diagram Object Report
Activity Cost Report
Arrow report
Data Usage Report
Model Consistency Report
Where Used Report
Diagnostic Dump Reports

Generate a Model Report
Create a Model Report to determine the various properties of the current

model.
To generate a Model report
1. Click Reports, Model Report from the Tools menu.
The Model Report dialog opens.
2. Select the following report options as needed and then click Report. Note:
Select each option in the order that you want the report headings to
appear in the report. The options are numbered in the order you select
them.
Model Name
Specifies to report the model name.

Definition
Specifies to report the model definition.

Scope
Specifies to report the model scope.

Viewpoint
Specifies to report the model viewpoint.
Time Frame
Specifies to report the time frame of the model.

Status
Specifies to report the model status.

Purpose
Specifies to report the model purpose.

Source
Specifies to report the model source.

Author Name
Specifies to report the model author name.

Creation Date
Specifies to report the model creation date.

System Last Revision Date
Specifies to report the system last revision date.

User Last Revision Date
Specifies to report the user last revision date.
134 User Guide

The Generate Model Report dialog opens.
3. Enter the report name in the File name box and then click Save.
The Generate Model Report dialog closes and you are returned to the
Model Report dialog.
4. Click Close.
The Model Report dialog closes.
Note: You can also click Preview to preview the report before it is
generated, or click Print to print the report. Click Close to close the dialog
without generating a report.

Generate a Diagram Report
Create a Diagram Report to determine the various properties of the current

diagram.
To generate a Diagram report
1. Click Reports, Diagram Report from the Tools menu.
The Diagram Report dialog opens.
them.
Activity Options
Lets you specify activity options.
Link Options
Lets you specify link options.
Data Store Options
Lets you specify data store options.
Junction Options
Lets you specify junction options.
External Options
Lets you specify external options.
Referent Options
Lets you specify referent options.
The Generate Diagram Report dialog opens.
The Generate Diagram Report dialog closes and you are returned to the
Diagram Report dialog.
4. Click Close.
The Diagram Report dialog closes.

136 User Guide

Generate a Diagram Object Report
Create a Diagram Object Report to report the various properties of the objects
in the current diagram.
To generate a Diagram Object report
1. Click Reports, Diagram Object Report from the Tools menu.
The Diagram Object Report dialog opens.
them.
Activities
Specifies to report the diagram activities.
Data Stores
Specifies to report the diagram data stores.
Externals
Specifies to report the diagram external references.
Referents
Specifies to report the diagram referents.
Junctions
Specifies to report the diagram junctions.
Start From Activity
Lets you specify the activity from which to begin the report. Select an
activity from the dropdown.
Number of Levels
Lets you specify the number of activity levels on which to report. Enter
the number in the field.
Name
Specifies to report activity names.
Number
Specifies to report activity numbers.
Definition
Specifies to report activity definitions.
Status
Specifies to report activity status.

Note
Specifies to report activity notes.
Source
Specifies to report activity sources.
Author Name
Specifies to report author names.
Object Type
Specifies to report object types.
Facts
Specifies to report facts.
Objects
Specifies to report objects.
Description
Specifies to report activity descriptions.
Constraints
Specifies to report activity constraints.
User-Defined Properties
Lets you select which user-defined properties to include in the report.
UDP Filter
Opens the Diagram Object Report UDP Filter dialog where you can
specify filtering options for reporting UDPs.
Input Name
Specifies to report Input arrow names.
Input Definition
Specifies to report Input arrow definitions.
Control Name
Specifies to report Control arrow names.
Control Definition
Specifies to report Control arrow definitions.
Output Name
Specifies to report Output arrow names.
Output Definition
Specifies to report Output arrow definitions.
138 User Guide

Mech Name
Specifies to report Mechanism arrow names.

Mech Definition
Specifies to report Mechanism arrow definitions.
Call Arrow Name
Specifies to report Call arrow names.
Call Arrow Definition

Specifies to report Call arrow definitions.
Labeled
Specifies to use label format.
Fixed column
Specifies to use fixed column format.
Tab delimited
Specifies to use tab delimited format.
Comma delimited
Specifies to use comma delimited format.
DDE table
Specifies to use DDE table format.
RPTwin
Specifies to use RPTwin format. Note: You must have RPTwin installed
to use this option.
Repeating group
Specifies to use repeating group multi-valued format.
Filled
Specifies to use filled multi-valued format.
Header
Specifies to use header multi-valued format. Note: When you select

this option you can also select the Merge check box.
Remove special char
Specifies to remove any special characters from the report.

Column headings
Specifies to include column headings in the report. Note: This option

is only available if your report format is either tab delimited or comma
delimited.

Alphabetical
Specifies to report the activities in alphabetical order.
Hierarchical
Specifies to report the activities in hierarchical order.
Breadth First
Specifies to report the activities in breadth first order.
Alphabetical
Specifies to report the arrows in alphabetical order.
Arrow Number
Specifies to report the arrows in arrow number order.
The Generate Diagram Object Report dialog opens. Note: If you selected
DDE table format, then you are prompted to connect to a DDE server. If
you selected RPTwin format, then the Save As dialog opens so that you
can save the report as a *.lwd (RPTwin Data) file.
The Generate Diagram Object Report dialog closes and you are returned to
the Diagram Object Report dialog.
4. Click Close.
The Diagram Object Report dialog closes.
Note: You can also click Preview to preview the report before it is generated,
or click Print to print the report. Click Close to close the dialog without
generating a report.
140 User Guide

Generate an Activity Cost Report
Create an Activity Cost Report to determine the costs of the activities of the
current model.
To generate an Activity Cost report
1. Click Reports, Activity Cost Report from the Tools menu.
The Activity Cost Report dialog opens.
them.
Standard reports
Lets you specify what to report. Select Activity Cost / Cost Center
(landscape orientation), Activity Cost Report, or Cost Center Report
from the dropdown. Note: These are default reports. Click Update,
New, or Delete to select another action for the report.
Start from activity
Lets you specify the activity from which the report should begin.
Activity name
Specifies to report the activity name.
Activity number
Specifies to report the activity number.
Definition
Specifies to report the activity definition.
Activity costs
Specifies to report activity costs.
Alphabetical
Specifies to report the activities in alphabetical order.
Hierarchical
Specifies to report the activities in hierarchical order.
Breadth First
Specifies to report the activities in breadth first order.

Calculate all non-leaf node costs
Specifies to calculate and report all non-leaf node costs for activity-
based costing.
Calculate all cost center totals
Specifies to calculate and report all cost center totals for activity-based
costing.
Number of Levels
Lets you specify the number of activity levels the report should
contain. Enter a whole number in this field.
Cost center name
Specifies to report cost center names.
Cost center definitions
Specifies to report cost center definitions.
Cost center costs
Specifies to report cost center costs.
Activity duration
Specifies to report the duration of an activity.
Activity frequency
Specifies to report the frequency of an activity.
Report cost centers only
Specifies to report cost centers only.
Report cost centers within activity
Specifies to report only cost centers within an activity.
Report activities within cost centers
Specifies to report only activities within a cost center.
142 User Guide

Labeled
Fixed column
Tab delimited
Comma delimited
DDE table
RPTwin
to use this option.
Repeating group
Filled
Header

Remove special char
Specifies to remove any special characters from the report.
Column headings
Specifies to include column headings in the report. Note: This option

is only available if your report format is either tab delimited or comma
delimited.
The Generate Activity Cost Report dialog opens. Note: If you selected DDE
table format, then you are prompted to connect to a DDE server. If you
selected RPTwin format, then the Save As dialog opens so that you can
save the report as a *.lwd (RPTwin Data) file.
The Generate Activity Cost Report dialog closes and you are returned to
the Activity Cost Report dialog.
4. Click Close.
The Activity Cost Report dialog closes.
144 User Guide

How to Generate an Arrow Report
Create an Arrow Report to report the various properties of the arrows in the
current diagram.
To generate an Arrow report
1. Click Reports, Arrow Report from the Tools menu.
The Arrow Report dialog opens.
them.
Standard reports
Lets you specify what to report. Select Activity Arrow History or Arrow
Definition/Note from the dropdown. Note: These are default reports.
Click Update, New, or Delete to select another action for the report.
Arrow Name
Specifies to report the arrow name as specified in the Arrow

Dictionary.
Definition
Specifies to report the arrow definition as specified in the Arrow
Dictionary.
Status
Specifies to report the arrow status as specified in the Arrow

Dictionary.
Author Name
Specifies to report the author name of the arrow as specified in the

Arrow Dictionary.
Branch Into
Specifies to report the name of the arrow into which the reported
arrow branches.
Branch From
Specifies to report the name of the arrow from which the reported
branches.
Joined From
Specifies to report the name of the arrow from which the reported
arrow is joined.
Joined Into

Specifies to report the name of the arrow into which the reported
arrow joins.
Renamed From
Specifies to report the name of the arrow that was renamed and the
arrow name from which the reported arrow was renamed.
Renamed To
Specifies to report the arrows that were renamed and the arrow name
to which they were renamed.
Source
Specifies to report the name of the arrow source.
Source Type
Specifies to report the arrow type of the arrow source.
Destination Name
Specifies to report the name of the arrow destination.
Destination Type
Specifies to report the arrow type of the arrow destination.
Diagram Arrows
Specifies to report information about the arrows in the current diagram

when the check box is selected. When you clear the check box, the
report contains information about all the arrows in the Arrow
Dictionary.
User-Defined Properties
Specifies to report user-defined properties. Click each user-defined

property that you want to include in the report.
UDP Filter
Opens the Arrow Report UDP Filter dialog where you can specify
filtering options for reporting UDPs.
Labeled
Fixed column
Tab delimited
Comma delimited
DDE table
146 User Guide

RPTwin
to use this option.
Repeating group
Filled
Header

The Generate Arrow Report dialog opens.
The Generate Arrow Report dialog closes and you are returned to the
Arrow Report dialog.
4. Click Close.
The Arrow Report dialog closes.

Generate a Data Usage Report
Create a Data Usage report to determine data usage for activities, arrows,
entities, and attributes.
To generate a Data Usage report
1. Click Reports, Data Usage Report from the Tools menu.
The Data Usage Report dialog opens.
them.
Activity Options
Lets you specify activity options.
Arrow Options
Lets you specify arrow options.
Dictionary Report
Lets you specify to generate a Dictionary report. If you select this

option, Activity Options and Arrow Options are not available.
Entity Usage Options
Lets you specify entity usage options.

Attribute Usage Options
Lets you specify attribute usage options.

Report Format
Lets you specify report format options.
Multi-Valued Format
Lets you specify the format for multi-valued fields.
The Generate Data Usage Report dialog opens.

The Generate Data Usage Report dialog closes and you are returned to the
Data Usage Report dialog.
4. Click Close.
The Data Usage Report dialog closes.
148 User Guide

Generate a Model Consistency Report
Create a Model Consistency Report for the current model to determine

unnamed model objects such as junctions and arrows, and activities that do
not have associated arrows.
To generate a Model Consistency report
1. Click Reports, Model Consistency Report from the Tools menu.
The Model Consistency Report dialog opens.
2. Select the following report options as needed and then click Report.
Report Activities Without Control Arrows
Specifies to report activities without Control arrows.
Report Activities Without Output Arrows
Specifies to report activities without Output arrows.
Report Unnamed Junctions
Specifies to report unnamed junctions.
Report Unnamed IDEF3 Arrows
Specifies to report unnamed IDEF3 arrows.
Report Activities Without Input Arrows
Specifies to report activities without Input arrows.

Report Activities Without Mechanism Arrows
Specifies to report activities without Mechanism arrows.
Report Objects with Neither Inputs nor Outputs
Specifies to report diagram objects with neither Input or Output

arrows.
Report Objects with Identical Inputs and Outputs
Specifies to report activities that have identical Input and Output

arrows.
The Generate Consistency Report dialog opens.
The Generate Consistency Report dialog closes and you are returned to the
Model Consistency Report dialog.
4. Click Close.
The Model Consistency Report dialog closes.

Generate a Where Used Report
Use the Where Used Report to provide a list of where Activities, Arrows, Data
Stores, External References, Junctions, and Referents are used within a model.
To generate a Where Used report
1. Click Reports, Where Used Report from the Tools menu.
The Where Used dialog opens.
2. Select the following report options and then click OK.
Activities
Specifies to report all the activities that are in use by the model.
Arrows
Specifies to report all the arrows that are in use by the model.
Data Stores
Specifies to report all the data stores that are in use by the model.
External References
Specifies to report all the external references that are in use by the
model.
Junctions
Specifies to report all the junctions that are in use by the model.
Referents
Specifies to report all the referents that are in use by the model.
The Where Used report appears in the report preview dialog.
3. Preview the report and perform any other report tasks such as edit, find
and replace, or cut, copy, and paste report text, save the report to a file,
print the report, or check spelling, and then click Close.
The Where Used report preview dialog closes and you are returned to the
diagram workspace.
Note: You can also right-click on a single item within a diagram, such as an
activity, and select Where Used from the context menu. The Where Used
report in the report preview dialog opens and provides the Where Used
information for that single item within the current model.
150 User Guide

Generate Diagnostic Dump Reports
Use Diagnostic Dump Reports to provide data dump files of either the current
diagram, the current model, data usage of the current model, or the CA ERwin
Model Manager IDs of the current model. Dump files are provided in text (.txt)
format.
To generate a Diagnostic Dump report

1. Click Reports, Diagnostic Dump Reports from the Tools menu.
The Diagnostic dumps for CA Technical Support dialog opens.
2. Select from the following options:
Browse
Lets you select a directory in which to save the dump file. You can also
use the default directory path.
Diagram
Provides a dump of the current diagram.
Click the Diagram button to run this report.
Data Usage
Provides a dump of the data usage information of the current model

(includes entities, attributes, associations, CRUD, and IRUN).
Click the Data Usage button to run this report.
Model
Provides a dump of the current model.
Click the Model button to run this report.
ERwin MM IDs
Provides a dump of the CA ERwin Model Manager IDs of the current
model.
Click the CA ERwin MM IDs button to run this report.
The Diagnostic Dump for CA Technical Support report appears in the

report preview dialog.

3. Preview the report and perform any other report tasks such as edit, find
and replace, or cut, copy, and paste report text, save the report to a file,
print the report, or check spelling, and then click Close.
The report is saved to the directory path you selected, the Diagnostic
Dump for CA Technical Support dialog closes, and you are returned to the
Diagnostic dumps for CA Technical Support dialog.
4. Click Close.
The Diagnostic dumps for CA Technical Support dialog closes.
Note: Each time you run a report it creates a new text file, numbered
sequentially, and will not overwrite any previous report that you created. It is
recommended that you periodically remove dump files that you no longer
need.
152 User Guide

Appendix A: CA ERwin Model Navigator
Differences
CA ERwin Model Navigator Differences (see page 153)

CA ERwin Data Modeler Navigator Disabled Menu Items and Disabled Toolbar
Icons (see page 153)
CA ERwin Process Model Navigator Disabled Menu Items and Disabled Toolbar
Icons (see page 155)
CA ERwin Model Navigator Differences

You can use CA ERwin Model Navigator to view, manipulate, print, and report
on models on a local drive, network, or on a CA ERwin MM database.
The toolbar, menu and dialog options that are unusable in the Navigator
components are either absent or grayed out to show that they are disabled.
For experienced users who are already familiar with CA ERwin Data Modeler or
CA ERwin Process Modeler, the options that are not available in CA ERwin
Model Navigator are specified in the following sections.
CA ERwin Data Modeler Navigator Disabled Menu Items and

Disabled Toolbar Icons
The following menu items and their corresponding toolbar icons are
unavailable in CA ERwin Data Modeler Navigator:
File
Save
Save As
Import/From CA ERwin Process Modeler
Export to CA ERwin Process Modeler
Export to External Format
Database
Database Connection

CA ERwin Data Modeler Navigator Disabled Menu Items and Disabled Toolbar Icons
Tools
Forward Engineer (all rollover menu items)
Alter Script/Schema Generation (menu item, and in Complete Compare

Resolve Differences)
Reverse Engineer
Derive New Model
Split L/P Model
Names/Edit Naming Standards
Datatypes/Edit Datatype Standards
Add-Ins (all rollover menu items)

Options
Forward Engineering Templates
Services
Save
Save As
Lock
Versions/Update features
Library
Submodels
Session
Security
Help
Generate Diagnostic Export
154 User Guide

CA ERwin Process Model Navigator Disabled Menu Items and Disabled Toolbar Icons
CA ERwin Process Model Navigator Disabled Menu Items

and Disabled Toolbar Icons
The following menu items and their corresponding toolbar icons are
unavailable in CA ERwin Process Model Navigator:
File
Save
Save As
Save All
Import (all rollover menu items)

Export (all rollover menu items)
Model
New Model Properties
Default Fonts (all rollover menu items)
Services
Save
Save As
Lock Model
Review Changes
Refresh
Library Manager
Security Manager
DM Syncher
Tools
Add-Ins (all rollover menu items)
Auto Save
XML Export Filter Options
Preferences/IDL Export Options
Remove ERwin Links
Dictionary menus (any dictionary opened from the Dictionary menu)

Export
Import

CA ERwin Process Model Navigator Disabled Menu Items and Disabled Toolbar Icons
UDP Keyword Dictionary
Export
Import
Bitmap Dictionary
Import
Dictionary toolbar buttons (the toolbar located within a dictionary)

Export
Import
156 User Guide

Index
comma-separated values (CSV) files
A export format for result set 131
action log create a new report template using the Report
action summary reports 40 Template Builder 107
details pane 34 create a standards template using the Report
find text 36 Template Builder 112
overview 33 CRUD
redo a transaction 38 assigning restrictions in new models 77
redo to a selected transaction 39 enforcing restrictions 77
reverse a transaction 38 cut and paste
shortcut menu 35 in the Model Explorer 71
summary pane 34
D
tasks 36
undo a transaction 38 Data Browser
undo to a selected transaction 39 creating a CA ERwin DM report 122
use extended find and filter 37 customizing a result set view 128
action summary reports displaying result set history 128
action log 40 editing a CA ERwin DM report 124
activity ERP files 126
cutting and pasting 71 exiting 133
set numbering options for 81 exporting a result set 131
Activity Based Costing (ABC) generating a CA ERwin DM Report 125
setting currency options 87 printing a result set 129
setting time options 87 saving a CA ERwin DM reports file 127
setting units options 83 saving a report view 127
activity decomposition 61 standard reports 122
advisories pane 25 tree control 121
arrow using with CA ERwin DM 121
change or define properties of 85, 100 data flow diagram
arrows 59, 68 defined 65
asynchronous AND junction 63 data store
asynchronous OR junction 63 change or define properties of 81
attribute in data flow diagram 65
defined 67 database
attributes connecting 42, 72
defined 19 DDE application, exporting a result set to 131
default fonts & colors dialog 49
B default report properties in Report Template
business process model Builder 108
defined 58 dependent entities 18
details pane
C action log 34
DFD model
CA ERwin Data Modeler report, generating
defined 65
in the Report Template Builder 105
diagram
columns, defined 19
changing magnification level 50
Index 157
opening 41 foreign key 20, 23
printing 53, 54, 101
setting zoom options 76 H
diagram objects header
changing properties of 81 printing on a diagram 53
displaying 83 header and footer fields
display levels setting for diagrams 98
create stored display 30 headers and footers, customize 53
logical display 45 HTML reports using Report Template Builder
overview 45 119
physical display 47
display options I
overview 48
ICOM 59
draw style
IDEF0 model
defining for diagrams 99
defined 58
setting model defaults 92
independent entities 18
E IRUN
assigning restrictions in new models 77
edit a report template using the Report
Template Builder 115 J
entities
junction
defined 17
change or define properties of 83
dependent 18
junctions 61, 63
independent 18
entity K
defined 67
ERP file key
overview 126 foreign 20, 23
saving 127 non-key 20
exclusive OR junction 63 primary 20
extended find and filter kit
action log 37 customizing 96
external reference defining 94
change or define properties of 81 display 83
displaying the external reference number L
83
in data flow diagram 65 links 61, 62
logical model 16
F logical/physical model 16
file M
opening 41
file format magnification, changing for a diagram 50
XML 41 mechanism arrow 59
find, extended and filter 37 model
font changing last revision date 80
setting defaults for diagram objects 104 display options 83
footer layout 85
printing on a diagram 53 opening 41, 72
footers and headers, customize 53 opening a model saved in XML format 41
158 User Guide

page setup 89 output formats in Report Template Builder
print 50 118
printing 53
model explorer P
copy objects 33 page margins, setting 54
delete objects 33 page setup, defining 97
go to an object 32 parent diagram, displaying 100
model view 26 PDF reports using Report Template Builder
move objects 33 120
overview 25 physical model 16
property editor 32 picture reports using Report Template Builder
shortcut menu 29 113
subject view 27 primary key 20
toolbar 30 print
Model Explorer customize headers and footers 53
cutting and pasting activities 71 model 50
defined 70 set margins 54
displaying or hiding 71 printing
model types adjusting page boundaries 54
logical 16 diagram 101
logical/physical 16 fit on one page 53
physical 16 headers and footers 53
model view options 52
model explorer 26 scaling options 52
model, defining set printer options 103
author and project name 77 property editor 32
general properties 77 purpose, defining for a model 78
header and footer fields 90
purpose and viewpoint 78 R
scope and definition 79
redo a transaction
source 79
action log 38
status 80
redo to a selected transaction
time frame 77
action log 39
modeling methods
referents 61
DFD 65
relational link 62
IDEF0 58
relationship types
N identifying 21
non-identifying 21
non-key 20 other 22
relationships 21
O
report
object flow link 62 action summary 40
ODBC reports
connecting to a database 42, 72 activity cost 141
off-page reference arrow 145
define display options 83 data usage 148
opening a model 41 diagnostic dump 151
output arrow 59 diagram 136
diagram object 137
Index 159
model 134 open a report in Report Template Builder
model consistency 149 107, 110
setting report text font properties 104 set template and report properties in Report
using the Data Browser 121 Template Builder 108
using the Report Template Builder 105 temporal precedence link 62
where used 150 TEXT reports using Report Template Builder
reverse a transaction 119, 120
action log 38 text, defining in a diagram 96
RPTwin, exporting a result set to 131 toolbar
RTF and PDF reports using Report Template alignment 31
Builder 120 drawing 32
model explorer 30
S toolbox 30
scope, defining for a model 79 tree control
shadows, showing or hiding 83 in the Data Browser 121
shapes, setting default 91
U
shortcut menu
action log 35 UDP
model explorer 29 defined 134
sibling diagram summary of datatypes 136
displaying 100 UDP keywords
source, defining defined 145
for a model 79 undo a transaction
squiggle action log 38
creating 100 undo to a selected transaction
showing or hiding 83 action log 39
status undo/reverse comparison table 39
defining for a diagram 95 unification 23
defining for a model 80 unit of work (UOW) 61
subject view
model explorer 27 V
summary pane view, setting diagram magnification 76
action log 34 viewpoint, defining for a model 78
swim lane diagrams 64
synchronous AND junction 63 W
synchronous OR junction 63
workplace panes 24
T workplace, customizing 96
tables 18 X
target server
XML format
connecting to 42, 72
opening a model 41
template
create a new report template in Report Z
Template Builder 107
create a standards template in Report zoom, changing on the diagram window 50
Template Builder 112
editing an existing in Report Template
Builder 115
160 User Guide

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CA ERwin Model Navigator

The manufacturer of this Documentation is CA.

Copyright 2008 CA. All rights reserved.

If you have comments or questions about CA product documentation, you can

If you would like to provide feedback about CA product documentation, please

Chapter 1: Working with CA ERwin Model Navigator 9

Chapter 3: Navigating Data Models 15

Chapter 4: Navigating Process Models 57

Chapter 5: Reporting 105

Appendix A: CA ERwin Model Navigator Differences 153

Intended Audience (see page 9)

To use CA ERwin Model Navigator, you should have a working knowledge of

To use CA ERwin Process Model Navigator, you should have a working

Chapter 1: Working with CA ERwin Model Navigator 9

CA ERwin Model Navigator - Part of CA ERwin Modeling Suite

CA ERwin MM- Used in conjunction with the CA ERwin DM and CA ERwin

In today's complex and ever-changing world, businesses need to stay focused

Typically, throughout the design process, a model is presented to business

CA ERwin Model Navigator is a read-only version of the CA ERwin DM database

CA ERwin Process Model Navigator is designed as a read-only version of CA

The Application Development Cycle

Chapter 1: Working with CA ERwin Model Navigator 11

Install CA ERwin Model Navigator (see page 13)

Install CA ERwin Model Navigator

To install CA ERwin Model Navigator:

1. Insert the installation CD in the CD drive, or double-click the file you

The Installation Wizard opens.

2. Follow the prompts in the wizard to proceed.

A License Agreement opens for you to review.

3. Select the option to accept the terms as described in the License

The wizard asks a series of questions you must answer, including:

Data Models (see page 15)

Basic Data Modeling Concepts

Chapter 3: Navigating Data Models 15

A conceptual model that contains objects such as entities, attributes, and

A database-specific model that contains objects such as tables columns

An entity is a logical object that represents a person, place, or thing about

Chapter 3: Navigating Data Models 17

In the logical model, an entity usually corresponds to a table in the physical

Two types of entities/tables can be drawn in a data model:

An entity whose instances can be uniquely identified without determining its

An entity whose instances cannot be uniquely identified without determining

Attributes and Columns

Attributes collect information about an entity and columns collect information

Note: A row of data is inserted in a table when a record is added to the

Chapter 3: Navigating Data Models 19

Primary Key and Non-Keys

An important object in a data model is the relationship, which is represented

Relationships are important because the type of relationship determines how a

An identifying relationship is represented by a solid line and through it the

A non-identifying relationship is represented by a dashed line and through

Chapter 3: Navigating Data Models 21

Other Relationship Types

In addition to identifying and non-identifying relationships, you can also create

Chapter 3: Navigating Data Models 23

Keep the pane in its current position

Float In Main Window

Lets the pane move over to the Diagram Window

Clear the appropriate option on the View menu

The Advisories pane is a dockable, floatable window in the main workplace.

The Model Explorer provides an organized, hierarchical, text-based view of

Chapter 3: Navigating Data Models 25

Other objects that do not display are: