Copyright: Oracle Designer Online Help - 9.0.4.4   Copyright © 1995, 2004, Oracle Corporation.   All Rights Reserved


Features added for Release 2.1
Features added in the Matrix Diagrammer for Release 2.1

Terminology

3D matrices

2D matrix element combinations

Sharing repository objects

Showing application systems

HTML view

Menus and toolbars

Single Property Palette

New Terminology

The Properties window has been renamed the Property Palette in line with the similar feature in Oracle Developer.

3D matrices

The Matrix Diagrammer now allows you to create 3D matrices for certain combinations of elements.

2D matrix element combinations

Some new combinations of elements are possible in a two-dimensional matrix. The list shows the possible combinations.

Sharing repository objects

You can now share and unshare repository objects from the Matrix Diagrammer.

Showing application systems

You can now show application systems in an axis of a matrix diagram. This allows you to see which application system owns objects of a particular type, and which of these objects are shared.

HTML view

You can now view the current matrix in HTML format  via a Web browser.

Menus and toolbars

Several of the menus have changed, in particular, there is a new Options menu.

The standard toolbar has changed slightly, as has the Property Palette toolbar.

Single Property Palette

If more than one matrix diagram is open, the Property Palette shows properties for the diagram that is currently active.


Matrix Diagrammer

Introduction

About the Matrix Diagrammer

When to use the Matrix Diagrammer

Features of the Matrix Diagrammer

Creating and refining an object matrix

Creating a matrix

Refining a matrix

Performing general tasks

Working with a matrix

Creating repository objects

Modifying repository objects

Changing the matrix settings

Viewing the matrix

Using the Property Palette

Organizing windows

Printing

Reference

Matrix Diagrammer windows

Example

Creating a Relations element


About the Matrix Diagrammer

The cross-referencing of information in the repository is an important technique throughout the development lifecycle. The Matrix Diagrammer is a general purpose cross-referencing tool that can be used to support project scoping, impact analysis, network planning and quality control.

Some questions that the Matrix Diagrammer could answer include:

•	To which strategic objective or critical success factor does this program contribute?

•	How exactly are these modules using these tables?

•	At which network nodes are my database tables currently residing?

•	Do I have any functions that do not use entities in any way?

The Matrix Diagrammer can cross-reference, create and manipulate repository objects in the form of matrix diagrams. A matrix diagram consists of two, or in some cases three, axes each displaying a different element type, and intersection cells, which indicate whether a relationship or association exists between two elements.

Typically, an intersection element shows how one element uses or applies to another. For example, a function entity usage might be represented as an intersection element and shows the use of an entity by a function.

The Matrix Diagrammer provides:

•	facilities for cross-referencing elements in the repository

•	the ability to view and update elements in the repository

•	the ability to create new elements in the repository

•	settings to control the appearance of the matrix, such as the font and justification for element properties

•	settings for filtering and automatically ordering elements on a matrix

•	a choice of three viewing modes: standard, iconic (shows a usage as a check mark) and micromap (displays all elements on the axes)

•	the ability to work with user-extended element definitions


When to use the Matrix Diagrammer

The Matrix Diagrammer can be used for:

•	entering information into the repository

•	viewing and printing information in the repository

•	maintaining information in the repository

Different matrices are useful at different stages of system development, according to the development approach you are using.  About

Information engineering or process modeling

If you are using the information engineering or process modeling approaches to system development, the following matrices are important:

•	Business Functions to Entities

•	Business Functions to Attributes

•	Business Units to Business Functions

•	Business Units to Modules or PL/SQL Definitions

•	Modules to Module Components

•	Module Components to Table Definitions

•	Modules or PL/SQL Definitions to Business Functions

•	Table Definitions to Entities

Further matrices that may be of some use are:

•	Business Units to Entities

•	Business Functions to Key Performance Indicators

•	Nodes to Locations

•	Modules or PL/SQL Definitions to Nodes

•	Assumptions to Modules or PL/SQL Definitions

•	Assumptions to Relation Definitions

Different combinations of matrices can also be created using these enterprise modeling elements:

•	Business Units

•	Objectives

•	Problems

•	Locations

•	Critical Success Factors

•	Key Performance Indicators

Rapid application development or design capture

If you are using the rapid application development or design capture approaches to system development, the following matrices are important:

•	Module Components to Table Definitions

•	Modules to Module Components


Features of the Matrix Diagrammer

Matrix settings

Viewing modes

The Property Palette

3D matrices


Customizing the Matrix Diagrammer

Related Topics

The Matrix Diagrammer enables you to customize your matrix diagrams by specifying your preferred matrix settings.

The following can be specified using matrix settings:

•	filter conditions, to determine which elements are displayed on the matrix

•	the order in which elements are displayed

•	which element properties are displayed

•	the sequence in which these properties are displayed

•	the number of lines used for displaying property values

•	the width of property columns

•	the justification of property values

•	the display of usages

•	the display font

Filter conditions to determine which elements are displayed

You can set filter conditions for an element type to limit the set of elements of that type that are displayed on the axes of a matrix. If the property values of a given element do not match the specified conditions, that element is not displayed. Filtering conditions apply when you create a new matrix, open an existing matrix, or requery a matrix. Filter conditions enable you to view only a subset of elements, for example, all the entities in one section of an entity relationship model.

Order of elements

The order in which elements of a given type appear on the matrix can be determined by specifying an order condition for one or more properties of that element type. The diagrammer uses the value of that property for each individual element to decide how the elements are ordered. You may, for example, want to order all modules on a matrix by name in ascending alphabetical order.

Which properties are displayed on the matrix

You can choose which properties for an element of a given type are displayed on the matrix. This feature is useful for highlighting important information, since any extraneous details can be hidden.

Sequence of the properties of elements

The order in which property values are displayed on the matrix can be specified as a matrix setting. The sequence of a property value also indicates the precedence that each property is given in any order conditions that govern the layout of elements on the matrix.

Number of lines used for displaying property values

The appearance of a matrix diagram can be enhanced by specifying the number of lines used for displaying property values.

Width of property columns

The appearance of a matrix diagram can be simplified, and the size of the axis cells kept to a minimum, by specifying the width of property columns.

Justification of property values

You can change the justification of the property values in order to enhance the appearance of a matrix diagram.

Display of usages

You can choose what symbol, or combination of symbols, is used to indicate the presence of usages such as create, insert, retrieve, select, update, delete, nullify, archive or other (user-defined). The symbols used for separating individual usages and for representing the absence of a usage can also be changed.

Display font

The font details used for displaying the properties of axis elements or intersection elements can be changed to improve the visual appearance of the matrix.


Viewing modes

Related Topics

You can view Matrix Diagrams in one of several different modes: iconic, standard, micromap or web page.

Iconic

In iconic mode, any intersection elements are represented by check marks. Iconic mode is particularly useful for identifying which axis elements do not have corresponding intersection elements. Intersection elements with default properties can then be created by quickly double-clicking the empty intersection cell.

Standard

In standard mode, any intersection elements are indicated by text representing the properties. If the properties are usages, the symbol used to indicate the presence of any of the usages, as well as the symbols used for separating individual usages and for representing the absence of a usage, are all matrix settings and can therefore be changed. Possible usages are create, insert, retrieve, select, update, delete, nullify, archive and other (user-defined).

Micromap

In micromap mode, the matrix dimensions are reduced to a size small enough to enable all elements on both axes to be displayed. Micromap mode enables you to navigate to different sections of a large matrix by dragging the micromap drag box over the relevant part of the matrix, and then changing to either standard or iconic mode.

Web page

If you choose to view the diagram as a Web page, a copy of the diagram is converted to HTML format. In this way you can use a Web browser to view the matrix, as well as Email it to another user or site, or make it available over the Internet.


The Property Palette

Related Topics

The Property Palette in the Matrix Diagrammer enables you to view and edit the property values for elements on a matrix.

The Property Palette can be used in one of two modes: unpinned mode or pinned mode. In unpinned mode, the Property Palette displays the properties of the currently selected elements on the matrix. In pinned mode, the Property Palette is frozen so that the information it is currently displaying remains in the window regardless of the selection on the matrix.

You can display more than one matrix in the matrix window, the property palette will display the properties of the currently selected elements.

Changes you make using the Property Palette are not immediately stored in the repository and are saved only when you explicitly choose to save them.


3D matrices

Related Topics

In a matrix diagram, you might want one axis to display a primary access controlled (PAC) element type and the other axis to display a secondary access controlled (SAC) element type. For example, you might want to create a function attribute matrix, which shows the usages of attributes by business functions. For a full list of 3D element combinations see Element combinations for 3D matrices

With some combinations of primary and secondary access elements, you can display details of the PAC element to which the SAC element belongs.

For example, in a function attribute matrix, because attributes belong to entities, you might want to show the relevant entity names on the matrix. You can do so by selecting the entities as the intersection axis elements of the matrix.

In a 3D matrix, the intersection axis elements are displayed as tabs along the bottom of the diagram. You can select the tabs individually to display the appropriate matrix for each one.


Element combinations for 3D matrices

Following are the combinations of elements that can be displayed in the first and second axes so that a third element type is displayed in the intersection axis. Also shown is the type of element that will appear in the intersection cells in each case.

NOTE: The first axis and the second axis can be interchanged.

First Axis	Second Axis	Intersection Cell	Intersection Axis
Business Functions	Attributes	Function Attribute Usages	Entities
Cluster Definitions	Database Users	Cluster Implementations	Databases
Database Triggers	Columns	Trigger Column Usages	Relation Definitions
Datastores	Attributes	Datastore Attribute Usages	Entities
Diagrams	Foreign Keys	Diagram Element Usages	Relation Definitions
Documents	Arguments	Document Attachments	Modules, PL/SQL or Java Definitions
Documents	Attributes	Document Attachments	Entities
Documents	Check Constraints	Document Attachments	Relation Definitions
Documents	Cluster Columns	Document Attachments	Cluster Definitions
Documents	Cluster Implementations	Document Attachments	Cluster Definitions
Documents	Cluster Indexes	Document Attachments	Cluster Definitions
Documents	Columns	Document Attachments	Relation Definitions
Documents	Database Profiles	Document Attachments	Oracle Databases
Documents	Database Users	Document Attachments	Databases
Documents	Datafiles	Document Attachments	Databases
Documents	Datastructures	Document Attachments	PL/SQL Definitions
Documents	Foreign Keys	Document Attachments	Relation Definitions
Documents	Logfiles	Document Attachments	Databases
Documents	Materialized View Implementations	Document Attachments	Materialized View Definitions
Documents	Materialized View Refresh Groups	Document Attachments	Databases
Documents	Module Change History	Document Attachments	Modules, PL/SQL or Java Definitions
Documents	Module Weighting Factors	Document Attachments	Languages
Documents	PL/SQL Implementations	Document Attachments	PL/SQL Definitions
Documents	Primary Keys	Document Attachments	Relation Definitions
Documents	Program Data	Document Attachments	Modules, PL/SQL or Java Definitions
Documents	Replication Groups	Document Attachments	Oracle Databases
Documents	Roles	Document Attachments	Oracle Databases
Documents	Rollback Segments	Document Attachments	Oracle Databases
Documents	Table Implementations	Document Attachments	Table Definitions
Documents	Tablespaces	Document Attachments	Databases
Documents	Unique Keys	Document Attachments	Relation Definitions
Documents	View Implementations	Document Attachments	View Definitions
Materialized View Definitions	Database Users	Materialized View Implementations	Databases
Materialized View Definitions	SQL Query Sets	Module Component Table Usages	All Module Components
Modules	Database Users	Oracle User Module Accesses	Databases
Modules	Roles	Role Module Accesses	Oracle Databases
Oracle Databases	Replication Groups	Replication Group Propagations	Oracle Databases
PL/SQL Definitions	Database Users	PL/SQL Implementations	Databases
Records	SQL Query Sets	Module Component Table Usages	All Module Components
Relation Definitions	SQL Query Sets	Module Component Table Usages	All Module Components
Sequence Definitions	Database Users	Sequence Implementations	Databases
Table Definitions	Database Users	Table Implementations	Databases
Table Definitions	SQL Query Sets	Module Component Table Usages	All Module Components
View Definitions	Database Users	View Implementations	Databases
View Definitions	SQL Query Sets	Module Component Table Usages	All Module Components


Element combinations for 2D matrices

Following are the combinations of elements that can be displayed in the first and second axes for two-dimensional matrices, together with the type of element that will appear in the intersection cells in each case.

NOTE: The first axis and the second axis can be interchanged.

First Axis	Second Axis	Intersection Cell
All Module Components	Application Systems	Folder Members
All Module Components	Containers	Folder Members
All Module Components	Folders	Folder Members
All Module Components	Materialized View Definitions	Module Component Table Usages
All Module Components	Records	Module Component Table Usages
All Module Components	Table Definitions	Module Component Table Usages
All Module Components	View Definitions	Module Component Table Usages
Application Systems	Business Functions	Folder Members
Application Systems	Business Terminology	Folder Members
Application Systems	Business Units	Folder Members
Application Systems	Cluster Definitions	Folder Members
Application Systems	Communities	Folder Members
Application Systems	Data Items	Folder Members
Application Systems	Databases	Folder Members
Application Systems	Datastores	Folder Members
Application Systems	Datastructures	Folder Members
Application Systems	Diagrams	Folder Members
Application Systems	Documents	Folder Members
Application Systems	Domains	Folder Members
Application Systems	Entities	Folder Members
Application Systems	Externals	Folder Members
Application Systems	Languages	Folder Members
Application Systems	Materialized View Definitions	Folder Members
Application Systems	Modules	Folder Members
Application Systems	Operating System Files	Folder Members
Application Systems	Oracle Collection Types	Folder Members
Application Systems	Oracle Object Types	Folder Members
Application Systems	Process Events	Folder Members
Application Systems	Records	Folder Members
Application Systems	Sequence Definitions	Folder Members
Application Systems	Source Files	Folder Members
Application Systems	Storage Definitions	Folder Members
Application Systems	Table Definitions	Folder Members
Application Systems	View Definitions	Folder Members
Assumptions	Application Systems	Folder Members
Assumptions	Containers	Folder Members
Assumptions	Folders	Folder Members
Assumptions	Materialized View Definitions	Assumptions to Tables
Assumptions	Modules, PL/SQL or Java Definitions	Module Assumptions
Assumptions	Records	Assumptions to Tables
Assumptions	Relation Definitions	Assumptions to Tables
Assumptions	Table Definitions	Assumptions to Tables
Assumptions	View Definitions	Assumptions to Tables
Business Functions	Business Units	Function Business Unit Usages
Business Functions	Entities	Function Entity Usages
Business Functions	Process Events	Event Triggers
Business Units	Objectives	Business Units to Objectives
Business Units	Problems	Business Units to Problems
Communities	Databases	Community Databases
Configurations	All Module Components	Configuration Members
Configurations	Application Systems	Configuration Members
Configurations	Assumptions	Configuration Members
Configurations	Business Functions	Configuration Members
Configurations	Business Terminology	Configuration Members
Configurations	Business Units	Configuration Members
Configurations	Cluster Definitions	Configuration Members
Configurations	Communities	Configuration Members
Configurations	Containers	Configuration Members
Configurations	Critical Success Factors	Configuration Members
Configurations	Data Items	Configuration Members
Configurations	Databases	Configuration Members
Configurations	Datastores	Configuration Members
Configurations	Datastructures	Configuration Members
Configurations	Diagrams	Configuration Members
Configurations	Documents	Configuration Members
Configurations	Domains	Configuration Members
Configurations	Entities	Configuration Members
Configurations	Externals	Configuration Members
Configurations	Folders	Configuration Members
Configurations	Key Performance Indicators	Configuration Members
Configurations	Languages	Configuration Members
Configurations	Locations	Configuration Members
Configurations	Materialized View Definitions	Configuration Members
Configurations	Modules	Configuration Members
Configurations	Nodes	Configuration Members
Configurations	Objectives	Configuration Members
Configurations	Operating System Files	Configuration Members
Configurations	Oracle Collection Types	Configuration Members
Configurations	Oracle Databases	Configuration Members
Configurations	Oracle Object Types	Configuration Members
Configurations	PL/SQL Definitions	Configuration Members
Configurations	Problems	Configuration Members
Configurations	Process Events	Configuration Members
Configurations	Records	Configuration Members
Configurations	Sequence Definitions	Configuration Members
Configurations	Source Files	Configuration Members
Configurations	Storage Definitions	Configuration Members
Configurations	Table Definitions	Configuration Members
Configurations	View Definitions	Configuration Members
Configurations	Workareas	Workarea Specification Entries
Containers	Business Functions	Folder Members
Containers	Business Terminology	Folder Members
Containers	Business Units	Folder Members
Containers	Cluster Definitions	Folder Members
Containers	Communities	Folder Members
Containers	Data Items	Folder Members
Containers	Databases	Folder Members
Containers	Datastores	Folder Members
Containers	Datastructures	Folder Members
Containers	Diagrams	Folder Members
Containers	Documents	Folder Members
Containers	Domains	Folder Members
Containers	Entities	Folder Members
Containers	Externals	Folder Members
Containers	Languages	Folder Members
Containers	Materialized View Definitions	Folder Members
Containers	Modules	Folder Members
Containers	Operating System Files	Folder Members
Containers	Oracle Collection Types	Folder Members
Containers	Oracle Object Types	Folder Members
Containers	Process Events	Folder Members
Containers	Records	Folder Members
Containers	Sequence Definitions	Folder Members
Containers	Source Files	Folder Members
Containers	Storage Definitions	Folder Members
Containers	Table Definitions	Folder Members
Containers	View Definitions	Folder Members
Critical Success Factors	Application Systems	Folder Members
Critical Success Factors	Containers	Folder Members
Critical Success Factors	Folders	Folder Members
Database Users	Roles	Database User Roles
Dataflows	Attributes	Dataflow Attribute Usages
Dataflows	Data Items	Dataflow Data Item Usages
Datastores	Data Items	Datastore Data Item Usages
Diagrams	All Module Components	Diagram Element Usages
Diagrams	Business Functions	Diagram Element Usages
Diagrams	Business Units	Diagram Element Usages
Diagrams	Cluster Definitions	Diagram Element Usages
Diagrams	Datastores	Diagram Element Usages
Diagrams	Entities	Diagram Element Usages
Diagrams	Materialized View Definitions	Diagram Element Usages
Diagrams	Modules	Diagram Element Usages
Diagrams	Process Events	Diagram Element Usages
Diagrams	Table Definitions	Diagram Element Usages
Diagrams	View Definitions	Diagram Element Usages
Documents	Assumptions	Document Attachments
Documents	Business Functions	Document Attachments
Documents	Business Units	Document Attachments
Documents	Cluster Definitions	Document Attachments
Documents	Communities	Document Attachments
Documents	Critical Success Factors	Document Attachments
Documents	Databases	Document Attachments
Documents	Datastores	Document Attachments
Documents	Documents	Document Attachments
Documents	Domains	Document Attachments
Documents	Entities	Document Attachments
Documents	Key Performance Indicators	Document Attachments
Documents	Locations	Document Attachments
Documents	Materialized View Definitions	Document Attachments
Documents	Modules, PL/SQL or Java Definitions	Document Attachments
Documents	Nodes	Document Attachments
Documents	Objectives	Document Attachments
Documents	Operating System Files	Document Attachments
Documents	Oracle Collection Types	Document Attachments
Documents	Oracle Object Types	Document Attachments
Documents	Problems	Document Attachments
Documents	Records	Document Attachments
Documents	Relation Definitions	Document Attachments
Documents	Sequence Definitions	Document Attachments
Documents	Storage Definitions	Document Attachments
Documents	Table Definitions	Document Attachments
Documents	View Definitions	Document Attachments
Entities	Business Units	Entities Business Unit Usages
Entities	Materialized View Definitions	Table Entity Usages
Entities	Records	Table Entity Usages
Entities	Table Definitions	Table Entity Usages
Entities	View Definitions	Table Entity Usages
Folders	Business Functions	Folder Members
Folders	Business Terminology	Folder Members
Folders	Business Units	Folder Members
Folders	Cluster Definitions	Folder Members
Folders	Communities	Folder Members
Folders	Data Items	Folder Members
Folders	Databases	Folder Members
Folders	Datastores	Folder Members
Folders	Datastructures	Folder Members
Folders	Diagrams	Folder Members
Folders	Documents	Folder Members
Folders	Domains	Folder Members
Folders	Entities	Folder Members
Folders	Externals	Folder Members
Folders	Languages	Folder Members
Folders	Materialized View Definitions	Folder Members
Folders	Modules	Folder Members
Folders	Operating System Files	Folder Members
Folders	Oracle Collection Types	Folder Members
Folders	Oracle Object Types	Folder Members
Folders	Process Events	Folder Members
Folders	Records	Folder Members
Folders	Sequence Definitions	Folder Members
Folders	Source Files	Folder Members
Folders	Storage Definitions	Folder Members
Folders	Table Definitions	Folder Members
Folders	View Definitions	Folder Members
Indexes	Columns	Index Entries
Key Performance Indicators	Application Systems	Folder Members
Key Performance Indicators	Business Functions	Key Performance Controls
Key Performance Indicators	Containers	Folder Members
Key Performance Indicators	Folders	Folder Members
Locations	Application Systems	Folder Members
Locations	Business Units	Planning Items
Locations	Containers	Folder Members
Locations	Folders	Folder Members
Locations	Nodes	Installations
Modules	All Module Components	Module Component Inclusions
Modules, PL/SQL or Java Definitions	Business Functions	Module Function Usages
Modules, PL/SQL or Java Definitions	Business Units	Module Business Unit Usages
Modules, PL/SQL or Java Definitions	Columns	Program Data
Modules, PL/SQL or Java Definitions	Datastructures	Program Data
Modules, PL/SQL or Java Definitions	Domains	Program Data
Modules, PL/SQL or Java Definitions	Modules, PL/SQL or Java Definitions	Module Networks
Modules, PL/SQL or Java Definitions	Oracle Collection Types	Program Data
Modules, PL/SQL or Java Definitions	Oracle Object Types	Program Data
Modules, PL/SQL or Java Definitions	Program Data	Module Program Datum Usages
Modules, PL/SQL or Java Definitions	Relation Definitions	Program Data
Nodes	Application Systems	Folder Members
Nodes	Business Units	Business Unit Uses of Nodes
Nodes	Containers	Folder Members
Nodes	Folders	Folder Members
Nodes	Modules, PL/SQL or Java Definitions	Distributed Processing
Nodes	Nodes	Network Connections
Objectives	Application Systems	Folder Members
Objectives	Business Functions	Objectives of Business Functions
Objectives	Containers	Folder Members
Objectives	Critical Success Factors	Objectives to CSFs
Objectives	Folders	Folder Members
Objectives	Key Performance Indicators	Objectives to KPIs
Objectives	Modules, PL/SQL or Java Definitions	System Objectives of Modules
Oracle Databases	Application Systems	Folder Members
Oracle Databases	Communities	Community Databases
Oracle Databases	Containers	Folder Members
Oracle Databases	Folders	Folder Members
PL/SQL Definitions	Application Systems	Folder Members
PL/SQL Definitions	Containers	Folder Members
PL/SQL Definitions	Folders	Folder Members
Problems	Application Systems	Folder Members
Problems	Containers	Folder Members
Problems	Folders	Folder Members
Problems	Modules, PL/SQL or Java Definitions	Problems to Modules
Relation Definitions	All Module Components	Module Component Table Usages
Relation Definitions	Entities	Table Entity Usages
Relation Definitions	Materialized View Definitions	Foreign Keys
Relation Definitions	Relation Definitions	Foreign Keys
Relation Definitions	Table Definitions	Foreign Keys
Relation Definitions	View Definitions	Foreign Keys
Roles	Roles	Role-to-Role Grants
Table Definitions	PL/SQL Definitions	Database Triggers
View Definitions	PL/SQL Definitions	Database Triggers


Creating repository objects (Matrix Diagrammer)

Related Topics

In the Matrix Diagrammer, you can create a new repository object of either of the types shown on the row or column axes of the matrix. The process of doing so is known as creating an axis element. How

You can also create usages of the objects shown on the matrix. In doing so, you create an intersection element. How


Modifying repository objects

Related Topics

Changing the properties of repository objects

Displaying the properties of objects

Changing the properties of objects

Displaying the properties of an object while selecting another (pinning the palette)

Returning properties to their original settings

Saving property changes in the repository

Deleting repository objects

Deleting axis elements

Deleting intersection elements


Deleting repository objects

Related Topics

Deleting axis elements

Deleting intersection elements


Working with a matrix

Creating and maintaining a matrix

Creating a new matrix

Opening a matrix

Changing the database connection

Changing the matrix settings

Selecting elements

Using the Property Palette

Recording and viewing matrix information

Saving a matrix

Closing a matrix

Deleting a matrix

Exiting from the diagrammer

Changing the layout

Resizing the matrix cells

Changing the matrix view


Viewing the matrix
Viewing a matrix

Changing the matrix view

Displaying the properties of objects

Resizing matrix cells

Showing or hiding the toolbars

Showing or hiding the status bar


Changing the matrix settings

You can refine a basic matrix diagram in the following ways:

Choosing the properties to be displayed on the matrix

Choosing the container you want to cross reference from

Determining the sequence of element properties

Determining the order of matrix elements

Filtering matrix elements

Setting the number of lines used for displaying property values

Determining the width of the column for a property

Determining how the values of a property are justified

Changing the way usages are displayed

Changing text colors and fonts

Resizing matrix cells


Creating a matrix

Related Topics

To create a matrix from data in the repository:

1.	If required, change the database connection. How   Tip

2.	If required, change the workarea. How

3.	Create a new matrix. How

4.	If required change the settings of the matrix. How

5.	Save the matrix. How

6.	(Optional) Print the matrix. How


To check which database you are currently connected to, choose File→Summary Information and look under Connect String.


To check which container you are currently using, choose File→Summary Information and look under Container.


Refining a matrix

Related Topics

After you have created a matrix, you may want to refine it by changing its characteristics, viewing it in a different mode, or adding, deleting or modifying the elements represented on the matrix. You may also want to requery the matrix to ensure that it reflects the latest version of information in the repository, and print out the resulting matrix.

To refine a matrix:

1.	Open the matrix. How

2.	Change the characteristics of the matrix as required. You may want to:

•	Choose which element properties to display on the matrix

•	Sequence properties of elements

•	Filter matrix elements

•	Order matrix elements

•	Change the way usages are displayed

•	Change the display font for axis or intersection elements

3.	If required, resize the matrix cells.  How

4.	(Optional)  Change the view of the matrix to a different one.  How

5.	Add, delete or modify the elements on the matrix as required. You may want to:

•	Add axis elements

•	Add intersection elements

•	Delete axis elements

•	Delete intersection elements

•	Display the properties of objects

•	Change the properties of objects

6.	Requery the repository to ensure that the matrix information is up to date. How

7.	Save the matrix. How

8.	Print the matrix. How


Creating a new matrix

Related Topics

When you create a new matrix, you must choose the element types that you want to cross-reference, then you specify which properties you want to appear in the axis and intersection cells.

For a 3D matrix, you also specify which properties you want to appear in the intersection axis.  About

A new matrix is untitled when first created; it has no name assigned to it other than "MXDn". You can name a matrix when you use File→Save or File→Save As.

To create a new matrix:

1. 	In the Matrix Diagrammer, click [image] in the toolbar.

2. 	In the New Diagram dialog box choose the container in which you want to save the new diagram.

3.	In the New Matrix dialog box:

a.	Under Row, select the element type that you want to display for the Row axis of the matrix (down the side of the diagram).

b.	Under Column, select the element type that you want to display for the Column axis (along the top of the diagram).

c.	If you want to change your selections, click the Reset button to redisplay all available element types for each axis, then continue from step 2.

Note:	The element type Relation Definitions is a generic type covering Record, View Definition and Table Definition elements. Each of these can also be accessed individually from the list of elements in the New Matrix dialog box. About

d.	Click OK.

3.	In the Settings dialog box:

a.	In the Row tab, select the View check boxes for those properties you want to view on the Row axis. Use the Select from: dropdown list to choose the container you wish to cross reference your rows against. About

b.	Choose the Column tab and select the View check boxes for those properties you want to view on the Column axis. Use the Select from: dropdown list to choose the container you wish to cross reference your columns against. About

c.	If an Intersection tab is displayed, choose it and select the View check box for those properties you want to view in the intersection cells. About

d. 	If you are creating a 3D matrix, choose the Intersection Axis tab and select the View check box for those properties you want to view in the intersection axis. Use the Select from: dropdown list choose the container you wish to cross reference your intersection axis against. The container you choose on this tab defines the container you reference for the associated object on the row or column axis. About

e.	Click OK.

4.	Create the intersection elements (that is, the cross references) if they do not exist already. How


Relation definitions

If you create a matrix of module components and relation definitions, the intersection elements are module component table usages.

Summary module table usages cannot be displayed in the Matrix Diagrammer, but they can be created, viewed and modified using the Repository Object Navigator.

Example of creating a relation definition matrix


Example of creating a relation definition matrix

1. 	In the Matrix Diagrammer, click [image] in the toolbar.

2. 	In the New Diagram dialog box choose the container in which you want to save the new diagram.

3.	In the New Matrix dialog box:

a.	Select Relation Definitions under Row or Column.

b.	Select an element type for the other axis.

c.	Click OK.

4.	In the Settings dialog box, on the tab labeled Row - Relation Definitions or Column - Relation Definitions:

a.	Select the line labeled Table Type.

b.	Select the View check box.

5.	In the Settings dialog box:

a.	Select one or more check boxes on the other tabs (for the other axis element, the intersection element and, where available, the intersection axis element).

b.	Click OK.

When the diagram is displayed, the Relation Definitions elements are labeled in the Property Palette as Table Definition, View Definition and so on.


Setting the properties for the Row and Column axes

You can do any of the following by setting properties for the Row and Column axis cells of the matrix:

Choose which element properties to display on the matrix

Determine the sequence of element properties

Determine the order of matrix elements

Specify the filtering rules

Set the number of lines used for displaying property values

Determine the width of the column for a property

Determine how the values of a property are justified

Change the display font for an axis element


Setting the properties for the intersection cells

You can do any of the following by setting properties for the intersection cells in the matrix:

Choose which element properties to display on the matrix

Specify the filtering rules

Determine how the values of a property are justified

Change the way usages are displayed

Change the separator or missing property character

Change the display font for the intersection elements


Setting the properties for the intersection axis elements

You can do any of the following by setting properties for the intersection axis elements in the matrix:

Choose which element properties to display on the matrix

Determine the sequence of element properties

Specify the filtering rules

Change the separator or missing property character

Determine how repository data is loaded


Changing the separator or "missing property" character
Changing the separator or missing property character

You can change the character used on a matrix diagram to:

•	separate multiple properties in a cell

•	indicate that a non-mandatory property has not been defined

The default values for these items are indicated in the Settings dialog box in the ‘Displayed as’ area of the Intersection and Intersection Axis tabs. To change one of them, type the desired characters in the Separator or Missing fields as appropriate.


Determining how repository data is loaded

In a 3D matrix, you can determine whether data is loaded from the repository all at once, or incrementally as you access each page of the matrix. Loading data incrementally can speed up access to a large 3D matrix. If you select incremental load, you can also choose whether to unload data from memory when it is not being displayed. Doing so prevents a large matrix from occupying memory unnecessarily.

To determine how repository data is loaded:

1.	In the Matrix Diagrammer, open a 3D matrix diagram. How

2.	Choose Edit→Settings.

3.	Select the Intersection Axis tab.

4.	In the "3D Repository data" area of the tab, select the "Load incrementally" check box if you want to load the data incrementally for each page.

5.	(If you want data to be unloaded from memory when it is not being displayed) Check the "Unload when not shown" check box.


Changing the matrix view

You can display the matrix in one of the following modes.

To change the viewing mode:

In the Matrix Diagrammer:

•	For iconic mode Choose View→Iconic.

•	For standard mode Choose View→Standard.

•	For micromap mode Choose View→Micro.

•	To view the matrix in HTML format Choose View→As Web Page.

In micromap mode, a view drag box is displayed in the top left-hand corner of the matrix.

To study part of the matrix in detail:

1. Drag the box over the relevant part of the matrix.

2. To change to standard mode Choose View→Standard.


Viewing a matrix in HTML format

If a matrix is currently displayed, you can view it in HTML format provided that you have a Web browser set up on your workstation.

To view a matrix in HTML format:

1.	In the Matrix Diagrammer, choose View→As Web Page.

2.	From the Web browser, you can perform various operations, such as:

•	print the web page

•	save the web page to a file (use the extension .HTM to indicate the format)

•	Email the web page to another user or site


Selecting elements

Related Topics

To select a single element:

1.	Position the cursor on the desired matrix element.

2.	Click the mouse button.

To select several elements:

1.	Hold down the CTRL key and click the mouse button on the desired matrix elements.

To select a group of elements:

1.	Position the cursor on the first of the group of elements you want to select.

2.	Click the mouse button.

3.	Position the cursor on the last of the group of elements you want to add to the selection.

4.	Hold down the SHIFT key and click the mouse button.


Opening a matrix
Opening a matrix diagram

To open an existing matrix diagram in the current container:

1.	In the Matrix Diagrammer, click [image] on the toolbar.  Tip

2.	In the Open Diagram dialog box, select the required matrix diagram.


To open any of the four most recently opened matrices in the current container, choose File→<Recent Diagram>.


Creating axis elements

Related Topics

You can create new axis elements of the types displayed on the matrix, with the exception of:

•	Secondary access controlled elements (SACs), such as columns and attributes, which should be created using the appropriate diagrammer or the Repository Object Navigator.

•	Record, View Definition and Table Definition elements, which are covered by the Relations element

Example of creating a Relations element

To create a new axis element:

1.	In the Matrix Diagrammer, open a matrix diagram. How

2.	Click the axis cell following the one where you want to create the new element.

3.	When the cell is highlighted, choose Edit→Create.

4.	In the Property Palette, enter the property values. How

Some property names and values might be displayed in different colors. About

5.	Click [image] (Save) in the Property Palette toolbar.

Note:	If you close the Property Palette without saving the property values, the changes are discarded and the new element is not saved in the repository.


Entering a value in the Property Palette

To enter a value in the property palette:

1.	Click the required property.

2.	Type its value in the editable fields.

Default property values are already inserted, but you can change these if you like.


Colors of property names

Property names, and some values, are displayed in different colors in the Property Palette. By default, these are:

Black	Normal
Red	Mandatory parameter, value must be supplied
Blue	Parameter whose value has been edited
Green	Display-only parameter, cannot be edited


Creating intersection elements

Related Topics

You can create new intersection elements of the types displayed on the matrix. You can use the default property values for an intersection element, or you can change them for each individual element.

To create an intersection element:

1.	In the Matrix Diagrammer, open the desired matrix diagram. How

2.	Double-click the intersection cell.

If you are using the default property values, this is all you need to do.

Note:	Some restrictions apply when cross referencing different types of elements.

3.	(Optional)  Make any desired changes to the default property values for this intersection element:

a.	In the Property Palette, enter the new property values. How

Some property names and values might be displayed in different colors. About

b.	Click [image] (Save) in the Property Palette toolbar.

Note:	If you close the Property Palette without saving the property values, the changes are discarded and the new element is not saved in the repository.

In some cases intersection elements that exist in the repository may not appear on the matrix. This happens if you have specified, in the Settings dialog box, that none or only some of the properties of those elements are to be displayed.


Creating intersection elements - restrictions

Some restrictions apply when matrixing different types of elements:

If Matrixing	Against	You Cannot Create
Modules	Columns	Modules Bound Items
Modules	Records Relation Definitions Table Definitions View Definitions	Modules Module Component Table Usages


Deleting axis elements

Related Topics

You can remove obsolete axis elements from the repository by deleting those elements from the active matrix.

Caution:	An element cannot be recovered after it has been deleted.

To delete axis elements from the repository:

1.	In the Matrix Diagrammer, open a matrix diagram. How

2.	Select the axis elements that you want to delete.

3.	Choose Edit→Delete.

4.	Reply OK to the confirmation message.


Deleting intersection elements

Related Topics

You can remove obsolete intersection elements from the matrix and from the repository by deleting those elements from the active matrix.

Caution:	An element cannot be recovered after it has been deleted.

To delete intersection elements from the repository:

1.	In the Matrix Diagrammer, open the desired matrix diagram. How

2.	In the Matrix Diagrammer, select the intersection elements that you want to delete.

3.	Choose Edit→Delete.

4.	Reply OK to the confirmation message.

Note:	In some cases intersection elements that exist in the repository may not appear on the matrix. This happens if you have specified, in the Settings dialog box, that none or only some of the properties of those elements are to be displayed in the intersection.


Choosing which element properties to display on the matrix
Choosing which element properties to display on a matrix

Related Topics

You can choose which properties are displayed on the matrix for axis elements, intersection elements and, where available, intersection axis elements. For example, you might want to display only the short name of each entity in a function entity matrix.

To choose which element properties you want to display:

1.	In the Matrix Diagrammer, open the desired matrix diagram. How

2.	Choose Edit→Settings.

3.	In the Settings dialog box, choose the Row, Column, Intersection or (where available) Intersection Axis tab according to which set of properties you want to display.

4.	For any properties that you want to view on the matrix select the View check box.

For any properties that you do not want to view on the matrix clear the View check box.

5.	Repeat steps 2 and 3 for the remaining tabs as desired.


Setting the number of lines used for displaying property values

Related Topics

You can display property values over more than one line on the screen. You can enter different settings for the row and column axes of the diagram. A particular setting applies to all the properties on that axis.

To set the number of lines for property values:

1.	In the Matrix Diagrammer, open the desired matrix diagram. How

2.	Choose Edit→Settings.

3.	In the Settings dialog box, choose the Row or Column tab according to which properties you want to set.

4.	Select any property.

5.	Enter the required number of lines in the Lines field for the property.

Note:	If you enter a higher number for a property than for others on an axis, the Lines field is automatically updated for all the other properties. If you enter a lower number, this number is ignored unless you also change all the other properties.


Determining the width of the column for a property

Related Topics

To determine the width of the column for a property:

1.	In the Matrix Diagrammer, open the desired matrix diagram. How

2.	Choose Edit→Settings.

3.	In the Settings dialog box, choose the Row or Column tab according to which properties you want to change.

4.	Select the property for which you want to specify the column width.

5.	Enter the desired width in the Columns field for the property. The width is specified as the number of characters.


Determining how the values of a property are justified

Related Topics

To determine how the values of a property are justified:

1.	In the Matrix Diagrammer, open a matrix diagram. How

2.	Choose Edit→Settings.

3.	In the Settings dialog box, choose the Row, Column or Intersection tab according to which properties you want to change.

4.	Select the property for which you want to change the justification.

5.	Select Left, Right or Center from the Justif column.


Changing the way usages are displayed

Related Topics

You can change the default character used in the intersection cells to indicate a particular usage. About

To change the symbols used to indicate usages:

1.	In the Matrix Diagrammer, open a matrix diagram. How

2.	Choose Edit→Settings.

3.	Choose the Intersection tab in the dialog box.

4.	In the Displayed As group in the dialog box, find the usage whose display character you want to change. The default characters that indicate usages are displayed in the usage fields.

5.	Overtype the default character with the new character or string used to indicate the presence of a usage.


Displaying default usage characters

The presence of a character in an intersection cell indicates a particular usage. The meaning of a particular usage depends on the type of matrix. For example, in a function attribute matrix, an Update usage means that the attribute concerned can be updated by the business function.

The default characters are as follows:

Char.	Usage
A	Archive
C	Create
D	Delete
I	Insert
N	Nullify
O	Other usage
R	Retrieve
S	Select
U	Update
You can change the default character to a different character or to a string (maximum 4 characters). For example, for Archive you could change the A to ARCH. How


Determining the sequence of element properties

Related Topics

You can specify the order in which property values are displayed on the matrix, as well as the precedence that each property is given in any order conditions governing the layout of elements on the matrix. About

To change the sequence of element properties:

1.	In the Matrix Diagrammer, open the desired matrix diagram. How

2.	Choose Edit→Settings.

3.	In the Settings dialog box, choose the Row, Column, Intersection or (where available) Intersection Axis tab according to which set of properties you want to sequence.

4.	Select the property to be resequenced, from the list of properties.

5.	To move the property one position higher in the list click

To move the property one position lower in the list click


Sequence of element properties

The sequence of properties in the list determines the following:

•	the order in which displayed properties are shown on the matrix

•	the precedence of properties when they are used to determine the order of matrix elements

Properties that are higher in the list are displayed on the matrix before those lower down the list. Similarly, properties with order conditions higher in the list take precedence over those with order conditions lower down the list.


Determining the order of matrix elements

Related Topics

You can determine the order in which axis elements or (where available)  intersection axis elements appear on the matrix by specifying an order condition for one or more properties of the element type chosen for the axis. For example, in a function entity matrix, you could display the business functions in descending order of frequency. About

Note:	You cannot change the display order of intersection elements.

To change the order of axis elements:

1.	In the Matrix Diagrammer, open the desired matrix diagram. How

2.	Choose Edit→Settings.

3.	In the Settings dialog box:

a.	Choose the Row, Column or (where available) Intersection Axis tab according to which set of elements you want to order.

b.	From the list of properties, select a property to be used for reordering.

c.	Select a value from the dropdown list in the Order field.

d.	If you want to use more than one property to determine the display order, repeat steps b. and c. for the other properties you want to use.

e.	If you want to order the elements on another axis, repeat step 2.


Order of matrix elements

If you specify order conditions for more than one property, the sequence of properties in the list determines the precedence of the properties in ordering the elements.

You can use a property in an order condition even if you have chosen not to display the property on the matrix.

Note:	Attributes and columns can only be sorted by their own properties rather than those of the owning entity or table.


Allowable values for order conditions

A	Arrange elements in ascending order of values for this property
D	Arrange elements in descending order of values for this property
Null	Do not use this property to order the elements


Filtering matrix elements (Matrix Diagrammer)
Filtering matrix elements

Related Topics

You can control which axis elements, intersection elements and, where available, intersection axis elements are displayed on the matrix. You can use a property in a filter condition even if you have chosen not to display the property on the matrix. About

To specify the filter conditions for a matrix:

1.	In the Matrix Diagrammer, open the desired matrix diagram. How

2.	Choose Edit→Settings.

3.	In the Settings dialog box:

a.	Select the Row, Column, Intersection or, where available, Intersection Axis tab according to which set of elements you want to filter.

b.	Select the property you want to use in the filtering condition.

c.	Enter the filter condition in the Filter field. Only the elements that match this condition will be  displayed when the filter is applied.

d.	Repeat steps a. to c. for any additional filters (on other tabs) that you want to apply to the matrix.


Specifying filter conditions

To control which elements are displayed, you specify filter conditions that are applied to one or more properties of an element. If the property values of a given element do not match the specified conditions, that element is not displayed in the axis or intersection. In this way, you can filter out individual elements by name or by any other element property.

You can apply more than one filter to the diagram. For example, you can apply a filter to the row axis and an additional one to the column axis if you wish.

Note:	Filter conditions apply only when you create a new matrix, open an existing matrix or requery the repository. When a matrix is displayed, filter conditions are not applied every time you select an element. If, therefore, an element is updated and no longer matches the filter conditions, the element is still displayed until you requery the repository.


Filter conditions

The filter conditions you can specify for matrix elements are:

Condition	Meaning
'value'	the same as
>'value'	greater than
<'value'	lesser than
>='value'	greater than or equal to
<='value'	lesser than or equal to
!='value'	not equal to
^='value’	not equal to
<>'value'	not equal to
is null	is null
is not null	is not null
!=' '	is not null
‘value1’ and ‘value2’	between the two specified values
‘value’ or ‘value’	either of the two specified values
Notes:	The value must be enclosed by single quotes.

The "is not null" expression filters out null values, displaying only those that are not null. If you use the !=' ' form of this expression, ensure that there is a blank space between the two single quotes.

The wildcard character (%) can be used within the value to represent any character or string of characters. The wildcard character cannot be used, however, in conjunction with a condition (e.g. >,<>). For example, 'A%' is a valid filter condition, but <'A%' is not.


Resizing matrix cells

Related Topics

When a matrix diagram is in standard mode you can change the size of the cells used to display elements.

Note:	You cannot change the size of the cells on a matrixdisplayed in either iconic or micromap mode.

To change the width of intersection and column cells:

1.	Position the mouse cursor over the vertical dividing line of any cell on the horizontal axis so that the cursor changes to a [image] shape.

2.	Hold down the mouse button and drag the line left or right to decrease or increase the size as required.

3.	Release the mouse button.

To change the width of row cells:

1.	Position the mouse cursor over the right-hand vertical line of the vertical axis so that the cursor changes to a [image] shape.

2	Hold down the mouse button and drag the line left or right to decrease or increase the size as required.

3.	Release the mouse button.

To change the height of intersection and row cells:

1.	Position the mouse cursor over the horizontal dividing line of any cell on the vertical axis so that the cursor changes to a [image] shape.

2.	Hold down the mouse button and drag the line up or down to increase or decrease the size as required.

3.	Release the mouse button.

To change the height of column cells:

1.	Position the mouse cursor over the horizontal dividing line of any cell on the horizontal axis so that the cursor changes to a [image] shape.

2.	Hold down the mouse button and drag the line up or down to increase or decrease the size as required.

3.	Release the mouse button.


Changing text colors and fonts (Matrix Diagrammer)
Changing text colors and fonts

Related Topics

You can change the text color and font used for displaying elements on a particular section of the matrix diagram. You can make such changes for the row or column axis elements, the intersection elements or the intersection axis elements.

Note: 	Color and font changes to the display apply to all rows, columns, intersection elements or intersection axis elements in the diagram.

To change text colors or fonts:

1.	In the Matrix Diagrammer, open the desired matrix diagram. How

2.	Choose Options→Color/Font.

3.	In the Font/Color dialog box:

a.	From the Matrix Section dropdown list, choose the area of the diagram that you want to change.

b.	To change a color, click Foreground Color (for text) or Background Color (for text background), click a color and click OK.

c.	To change a font, click Font Dialog, choose a font, font style and size and click OK.

d.	To return the settings of the selected matrix section to the defaults, click Reset.

e.	To apply the changes you have selected click OK


Saving a matrix

You can save a matrix under its current name, under another existing matrix name or under a new name.

To save a matrix under its current name:

•	Choose File→Save.

To save a matrix under another existing name:

1.	Choose File→Save As.

2.	In the Save Diagram As dialog box, select the required matrix name.

Caution:	Saving an active matrix under an existing name will overwrite the existing matrix. This option displays a message asking you to confirm that this is your intention.

To save a matrix under a new name:

1.	Choose File→Save As.

2.	In the Save Diagram As dialog box, enter the name of the file under which you want to save your matrix.


Recording and viewing matrix information

To record or view information about the current matrix:

1.	In the Matrix Diagrammer, choose File→Summary Information.

2. 	In the Summary Information dialog box -

Summary Details tab (Optional):

•	Enter details for the diagram title and author.

•	Clear the check boxes for details you do not want to appear on a printed diagram.

Text tab (Optional):

•	Choose a text type (Change History, Description or Notes).

•	Type any text you want to record for this text type.

•	Repeat these steps for other text types you want to record.


Showing or hiding the toolbars

The diagrammer contains two main toolbars: a standard toolbar and a Property Palette toolbar. You can choose to hide or display the toolbar in the current matrix window.

To determine whether the standard toolbar is displayed:

1.	If the currently active window is not a matrix window, select a matrix window.

2.	Choose View→Standard Toolbar.

To determine whether the Property Palette toolbar is displayed:

1.	Select the Property Palette for which you want to display the toolbar.

2.	Choose View→Toolbar.


Showing or hiding the status bar

To toggle between showing or hiding the status bar at the bottom of the application window:

•	Choose View→Status Bar


Printing

Changing the print setup

Printing a matrix diagram


Using the Property Palette

Related Topics

You can use the Property Palette to view and edit properties of a repository object. The properties that you can access depend on what is selected for display in the matrix.

Opening a new Property Palette

Viewing and editing properties

Displaying the properties of objects

Displaying the properties of a set of objects

Displaying the properties of an object while selecting another (pinning the palette)

Changing the properties of an object

Changing the properties of a set of objects

Saving property changes in the repository

Returning properties to their original settings

Text properties

Specifying text editors for text properties

Entering values for text properties


Displaying the properties of objects

Related Topics

In the Matrix Diagrammer, you can view only those properties that have been selected for display on the matrix.

To view the properties of an object:

1.	If there are no Property Palettes available, open a new Property Palette. How

2.	Select the object in the Matrix window.


Displaying the properties of a set of objects

Related Topics

You can view the properties of more than one object together.

To view the properties of a set of objects:

1.	If there are no Property Palettes available, open a new Property Palette. How

2.	Select the objects whose common properties you want to view. How

The properties for the object type are displayed in the Property Palette. Where different objects have different values for a property, the property value is displayed with a set of hash marks (#####).


Displaying the properties of an object while selecting another (pinning the Palette)

Related Topics

You can cause the properties displayed in a Property Palette to remain displayed even if you select another object in the Matrix window. This action is known as pinning the Palette. Doing so could be useful for displaying the properties of an important object while working elsewhere in the Matrix Diagrammer. Releasing a palette from the pinned state is known as unpinning the palette.

You can make changes to properties in a pinned Property Palette.

To pin a Property Palette, click [image] on the Property Palette toolbar.

With a pinned Property Palette on the screen, you can open a new Property Palette to look at or edit the properties of a newly selected object.

To unpin a Property Palette, click [image] on the Property Palette toolbar.


Changing the properties of an object

Related Topics

You can change the properties of an object using the Property Palette.

When you attempt to change the properties of an element, data locks are taken out to prevent concurrent updates by other users. If the attempted lock fails, for example if the element is locked by another user, you are informed of the reason for the failure. About

To change the properties of an object:

1.	In the Matrix Diagrammer, open the desired matrix diagram. How

2.	View the properties of the object. How

3.	If necessary, scroll the Property Palette until the property you want to edit is on view.

4.	Select the property.

5.	Edit the property value.

Note:	When working in the Property Palette, the changes you make are not immediately stored in the repository. The properties are committed to the database when you select another object in the Object Navigator. If you are concerned about losing data, you can save the recent property changes in the repository. How


Changing the properties of a set of objects

Related Topics

You can define a value for a given property in each object in a specified set. For example, in a single operation, you could select a group of business functions and change the name of their parent function.

To change the properties of a set of objects:

1.	In the Matrix Diagrammer, view the properties of the required set of objects. How

2.	If necessary, scroll the Property Palette until the property you want to edit is on view.

3.	Select the property that you want to edit.

4.	Enter a new value for the property.

Note:	When working in the Property Palette, the changes you make are not immediately stored in the repository. The properties are committed to the database when you select another object in the Navigator. If you are concerned about losing data, you can manually save the recent property changes in the repository. How


Saving recent property changes in the repository

Related Topics

To save the changes you have made in the Property Palette, click [image] in the either the main toolbar or the Property Palette toolbar.

This task applies to property changes only; changes you make in the Matrix window (for example, creating and deleting objects) are automatically committed to the database.


Returning properties to their original settings

Related Topics

If, while editing object properties, you decide not to implement the changes you have made, you can cancel any changes you may have made, provided that you have not yet saved them.

To return the properties of the current object to their original settings:

•	Click [image] (Revert) on the Property Palette toolbar.


Opening a new Property Palette

Related Topics

When you create or edit a matrix diagram, a Property Palette is displayed automatically. If you inadvertently close the Property Palette, you can open it again at any time.

To open a new Property Palette:

1.	In the Matrix Diagrammer, click the intersection element for which you want to display the properties.

2.	Choose Edit→Properties (or double-click the element).


Determining the matrix settings

The Settings dialog box is used when performing the following tasks:

Creating a new matrix

Changing the matrix settings


Sharing and unsharing repository objects

The Matrix Diagrammer provides a quick way of sharing and unsharing repository objects between containers.

To share objects via the Matrix Diagrammer:

1.	If you have not already done so, create a new matrix diagram with Application Systems on one axis and the object type you want to share on the other axis.  About

2.	Click the cell at the intersection of the object you want to share and the container that is to receive it.

You can select more than one object for sharing in a single operation. How

3.	Choose Edit→Share.

To unshare objects via the Matrix Diagrammer:

1.	If you have not already done so, create a new matrix diagram with Application Systems on one axis and the object type you want to unshare on the other axis. About

2.	Click the cell labeled Shared for the object you want to unshare.

You can select more than one object for unsharing in a single operation. How

3.	Choose Edit→Unshare.


Exiting from the diagrammer

To exit from the diagrammer:

•	Choose File→Exit.


Deleting matrix diagrams

Diagrams that are no longer required can be deleted from the repository. Deleting a diagram does not delete any of the elements stored in the repository that are represented on the diagram. To delete an element from the repository, use Edit→Delete.

To delete a matrix diagram:

1.	In the Matrix Diagrammer, choose File→Delete.

2.	Select the diagram you want to delete and click OK.

3.	To delete the diagram from the repository click Yes.


Choosing the container you want to cross reference from

Related Topics

To select the container you want to cross reference objects from use the ‘Select from:’ pulldown list, in the Settings dialog box.

To choose which container you want to cross reference from:

1.	In the Matrix Diagrammer, open the desired matrix diagram. How

2.	Choose Edit→Settings.

3.	In the Settings dialog box, choose the Row, Column or, where available, the Intersection Axis tab according to what you want to set.

•	In the Rows tab use the Select from: pulldown list to choose the container you wish to cross reference your rows from.

•	In the Column tab use the Select from: pulldown list to choose the container you wish to cross reference your columns from.

•	In the Intersection Axis tab use the Select from: pulldown list to choose the container you wish to cross reference your intersection axis from. The container you choose on this tab will define the container you reference for the associated object on the row or column axis.


Changing the current container

To change the current container:

1. 	Choose File→Change Container

2. 	In the Container dialog box click on the container you want to connect to. You can create a new container by typing in the new container name in the Container field and then clicking the Create button to confirm.


Displaying version numbers
Displaying version numbers in the Matrix Diagrammer

You can display versioned objects in one of two ways.

To set the display format:

1. 	Choose Options→General Settings

2. 	To display the version in a numeric format e.g., 1.3. choose Version Label.

To display the version as branch name and version number e.g., MAIN;7 or BUGFIX;LATEST choose Branch ; Version Number.


 Saving a diagram with a new name

Related Topics

To save an active diagram under a new name:

1. 	Choose File→Save As

2. 	Type in the name of the new diagram in the Diagram Name field.

Note:	You can only save the diagram as Matrix Diagram type. In some other Designer tools there may be a choice of diagram types.


Checking in a container

To check in a container:

1. 	Choose Version→Check In Container <container name>

2.	Specify any checkin options and notes you want to apply to the objects.  How

Tip:	For further information on the options, click Help on the Check in dialog box.


Checking out a container

To check out a container:

1. 	Choose Version→Check Out Container <container name>

2.	Specify any checkout options and notes you want to apply to the objects.  How

Tip:	For further information on the options, click Help on the Check in dialog box.


   Save button

Commits any outstanding changes made in the Property Palette to the repository.


   Revert button

Related Topics

Cancels the effect of all unsaved changes to object properties.

Thus if you make changes to properties but do not save them, clicking the Revert icon in the Property Palette toolbar, returns them properties to their values before you began to change them.


Pinned/Unpinned button

Related Topics

Changes between the pinned and unpinned state of the Property Palette.

Pinned button

Unpinned button

When pinned, the Property Palette displays the current set of properties regardless of the selection in the Matrix window. When unpinned, the Property Palette displays the properties of the object currently selected in the Matrix window.


Matrix Diagrammer windows

Related Topics

The Matrix Diagrammer displays two main types of window. These are:

•	the Matrix window

•	the Property Palette

You can also use a TextPad window if you want to attach text to a multi-line text property.

The Matrix window provides a view of a matrix so that you can select, insert, delete and edit elements shown on the matrix. The Matrix window includes a standard toolbar.

The Property Palette enables you to view and edit the property values for elements on a matrix and includes a Property Palette toolbar. The Property Palette can display the properties and values for either currently selected matrix elements or elements that have been previously selected.

One matrix can be displayed in more than one Matrix window, but each matrix has only one associated Property Palette.

Note:	Changes made in the Property Palette are not immediately stored in the repository. Changes are committed when you either select another element or click the [image] button in the Property Palette. When you close a Property Palette, any unsaved changes are lost.


File - New
   New (File Menu)

Related Topics

Creates a new matrix diagram. You can specify which container you want to save the diagram in and also which element types you want to cross reference.

New matrix diagrams are automatically assigned the name MXD#, where # is a number. You can rename a diagram at any time using File→Save As.

You can open an existing diagram using File→Open.

New Diagram dialog box

Use the dropdown list to choose a container in which you want to save your new diagram.

When you have chosen a container, click OK to display the New Matrix dialog box.


File - Open
   Open (File Menu)

Related Topics

Allows you to open an existing matrix diagram. This option displays a dialog box enabling you to select the diagram you want to open.

If the diagram you select is already open, this option brings it to the front. If the selected diagram is minimized, this option restores it to its previous state.

Note:	You can open a single diagram many times using Window→New Window.

Dialog box options

Diagram Name

Here you can type the name of a diagram to open, or you can select a name from the list.

List box

Shows all existing matrix diagrams, whether open or not, in the current container. The list does not show diagrams that have been created but not saved.

Diagram Type

Indicates that the diagrams in the list are all matrix diagrams.


File - Save
   Save Diagram (File Menu)

Related Topics

Saves the active diagram under its current name.

If you are saving a diagram for the first time, this option displays a dialog box enabling you to name the diagram before saving it.

You can save an existing diagram under another name using File→Save As.


File - Delete
Delete Diagram (File Menu)

Related Topics

Deletes an existing matrix diagram. This option displays a dialog box enabling you to specify the diagram you want to delete. You can delete a diagram that is currently open.

This option does not delete any of the repository elements that are represented on the diagram. You can delete elements from the repository using Edit→Delete.

Dialog box options

Diagram Name

The name of the diagram you want to delete.

List box

Shows all existing matrix diagrams, whether open or not, in the current container. The list does not show diagrams that have been created but not saved.

Diagram Type

Indicates that the diagrams in the list are all matrix diagrams.


Edit - Create
   Create (Edit Menu)

Related Topics

Creates a new axis element and positions it immediately before the currently selected element. All subsequent elements and intersections are shifted one position further along the axis.


Edit - Delete
   Delete (Edit Menu)

Related Topics

Deletes one or more selected elements from the matrix diagram and from the repository.

Caution:	You cannot recover an element deleted using Edit→Delete.

You can delete an element and its associations from the current container if it is owned by that container. You must have delete privileges to a container before you can remove elements or their associations from it. If an element is shared (that is, directly owned by another container), you can delete it from the owning container only.

•	Deleting an element from the current matrix window deletes the element from the current window and from any views of the same diagram that are also open.

•	Deleting an element from a matrix diagram where the element is also included on other diagrams removes the element from the current diagram only. Any matrix diagrams containing the deleted element become temporarily out of date until you requery the repository.


Edit - Share
Share (Edit Menu)

Related Topics

Shares selected repository objects with a specified container. The matrix diagram must include Application Systems as one of the axis elements.


Edit - UnShare
UnShare (Edit Menu)

Related Topics

Unshares selected shared repository objects. The matrix diagram must include Application Systems as one of the axis elements.


Edit - Properties
Properties (Edit Menu)

Related Topics

Displays the Property Palette for the current matrix, enabling you to view and edit the property values for currently selected elements.


Edit - Settings
Settings (Edit Menu)

Related Topics

Allows you to choose what you want to display in the rows and columns of your matrix diagram, for example, the element properties that are displayed, or the sequence in which the elements are displayed. Also allows you to select the container you want to cross reference objects from.

This dialog box has the following tabs:

Row tab

Column tab

Intersection tabIntersection Axis tab

Note: 	The Intersection Axis tab is displayed only for 3D matrices.


Settings dialog box - row tab

Controls the settings for the Row axis (down the side of the diagram).

Properties

Lists the properties that you can display for the type of element on this axis of the diagram.

View

When checked, indicates that values for this property are to be displayed on this axis. You can display values for more than one property on an axis.

Order

Determines the order (A - ascending or D - descending) in which elements appear on this axis of the diagram, based on the values for this property. For example, in a function entity matrix, you could display the business functions in descending order of frequency. If you specify order conditions for more than one property, the sequence of properties in the list determines the precedence of the properties in ordering the elements.

Filter

A filter condition to control which elements appear on the diagram. About

Lines

The number of lines to be used for displaying property values on this axis. The setting applies to all the properties on this axis.

Columns

The width in characters of the column for this property on this axis. You can set different widths for different properties.

Justif

Indicates whether this property value is to be Left, Center or Right justified on this axis.

Up arrow/Down arrow

Use these to move a selected property up or down the list.

Select from: pulldown list (active only if the column object and the intersection axis object are unassociated)

Use this pulldown list to select the container you want to cross reference rows from. You can cross reference from a container other than the one you are connected to.


Settings dialog box - column tab

Controls the settings for the Column axis (along the top of the diagram). All Field descriptions, except the Select from: pull down list, are the same as for the Row tab.

Select from: pulldown list (active only if the column object and the intersection axis object are unassociated)

Use this pull down list to select the container you want to cross reference columns from. You can cross reference from a container other than the one you are connected to.


Settings dialog box - intersection tab

Controls the settings for the intersection cells i.e., the actual usages that the diagram displays.

Properties

Lists the properties that you can display in the intersection cells for the usage shown in the tab title.

View

When checked, indicates that values for this property are to be displayed in the intersection cells. You can display values for more than one property in the intersection cells.

Filter

A filter condition to control which elements are displayed on the diagram. About

Justif

Indicates whether this property value is to be Left, Center or Right justified in the intersection cells.

Up arrow/Down arrow

Use these to move a selected property up or down the list.

Displayed as

The characters used in the intersection cells.

Some characters indicate various types of usage. About

Others are as follows:

Separator

The character or string used to separate multiple properties in a cell.

Missing

The character or string used to indicate that a non-mandatory property has not been defined.


Settings dialog box - intersection axis tab

Controls the settings for the intersection axis of a 3D matrix. About

Properties

Lists the properties that you can display in the intersection axis cells for the type of element shown in the tab title.

View

When checked, indicates that values for this property are to be displayed in the intersection axis cells (along the bottom of the screen). You can display values for more than one property in the intersection axis cells.

Order

Determines the order (A - ascending or D - descending) in which elements appear on the intersection axis, based on the values for this property. If you specify order conditions for more than one property, the sequence of properties in the list determines the precedence of the properties in ordering the elements.

Filter

A filter condition to control which elements are displayed on the diagram. About

Up arrow/Down arrow

Use these to move a selected property up or down the list.

Select from: pulldown list

Use this pull down menu to select the container you want to cross reference the intersection axis from. The container you choose on this tab will define the container you reference for the associated object in the row or column axis. You can cross reference from a container other than the one you are connected to.

Displayed as

The characters used in the intersection axis cells:

Separator

The character or string used to separate multiple properties in a cell.

Missing

The character or string used to indicate that a non-mandatory property has not been defined.

3D repository data

Controls how data is loaded and unloaded for 3D matrix diagrams:

Load incrementally

When checked, indicates that you want to load the data for each page as you access that page, rather than loading the data all at once.

Unload when not shown (active only if Load incrementally is checked)

When checked, indicates that you want data to be unloaded from memory when it is not being displayed.


View - Standard
   Standard (View Menu)

Related Topics

Displays the matrix in standard mode, in which any intersection elements are indicated by text representing the properties.

If the properties are usages, the text characters used to represent each usage of an intersection element, as well as the symbols used for separating individual usages and for representing the absence of a usage can all be changed in the Settings dialog box.

Note:	In some cases intersection elements that exist in the repository may not appear on the matrix. This happens if you have specified, in the Settings dialog box, that none or only some of the properties of those elements are to be displayed.


View - Iconic
   Iconic (View Menu)

Related Topics

Displays the matrix in iconic mode, in which any intersection elements are represented by check marks.

Notes:	In some cases intersection elements that exist in the repository may not appear on the matrix. This happens if you have specified, in the Settings dialog box, that none or only some of the properties of those elements are to be displayed.

Matrix cells cannot be resized when the diagrammer is in iconic mode.


View - Micro
   Micro (View Menu)

Related Topics

Displays the matrix in micromap mode, in which the matrix dimensions are reduced to allow all elements on both axes to be displayed.

This option displays a micromap drag box on the matrix. Part of the matrix can be studied in detail by dragging the box over the relevant part of the matrix and then changing the matrix view to either standard or iconic mode.

Notes:	In some cases intersection elements that exist in the repository may not appear on the matrix. This happens if you have specified, in the Settings dialog box, that none or only some of the properties of those elements are to be displayed.

Matrix cells cannot be resized when the diagrammer is in micromap mode.


View - As Web Page
As Web Page (View Menu)

Related Topics

Converts a copy of the current matrix diagram to HTML format and displays it via your Web browser, if one has been set up on your workstation.


View - Standard Toolbar
Standard Toolbar (View Menu)

Related Topics

Shows or hides the toolbar for the current window.

If the current window is a Matrix window, this option shows or hides the standard toolbar.

If the current window is a Property Palette, this option shows or hides the Property Palette toolbar.


View - Status Bar
Status Bar (View Menu)

Related Topics

Shows or hides the status bar at the bottom of the application window.

The status bar is made up of two parts:

•	a brief description of what the currently selected option does

•	an indication of whether the Caps Lock, Num Lock and Scroll Lock functions are enabled


Options - Color/Font
Color/Font (Options Menu)

Related Topics

Enables you to specify the color (foreground and background) and font in which axis elements, intersection elements or intersection axis elements are displayed.

Dialog box options

Text Color

Lists the types of text for which you can set your color preference.

Matrix Section

The elements for which you want to change the text color or font:

•	row axis elements

•	column axis elements

•	intersection axis elements

Sample

Shows a sample of the text using the current settings. Use this to try out the effect of different settings.

Text Color button

Displays a dialog box where you can choose the color you want for the text type listed in the Text Color drop down list.

Background Color button

Displays a dialog box where you can choose the color you want for the background.

Font Dialog button

Displays a dialog box where you can choose the font, font style and size for the text listed in the Text Color drop down list.

Reset button

Returns the settings to the factory defaults for the selected matrix section.


Using shortcut keys to work with the Matrix Diagrammer

Shortcuts for menu options

To		Press		As a shortcut for
Create a new matrix		CTRL+N		File→New
Open an existing matrix		CTRL+O		File→Open
Close the active matrix		CTRL+W		File→Close
Save the active matrix under its current name		CTRL+S		File→Save
Print the active matrix		CTRL+P		File→Print
Delete the selected elements from the matrix and from the repository		DELETE		Edit→Delete
Show this shortcut key help topic		CTRL+K		Help→Show Keys
Shortcuts when using the Matrix Diagrammer windows

To		Press
Make the next window active		CTRL+F6
Edit properties		F4
Shortcuts when using the Matrix Diagrammer dialogs

To go to		Press
The next control		TAB
The previous control		SHFT+TAB
To the next page		CTRL+TAB
To the previous page		SHFT+CTRL+TAB


File - Change Container
Change Container (File Menu)

Related Topics

Allows you to change the container you are currently connected to.

Container dialog box


Options - General Settings
General Settings (Options Menu)

Related Topics

Determines how versions of objects are identified in diagrams.

Dialog box options

Version Label

Displays the version in a numeric format, e.g. 1.3.

Branch ; Version Number

Displays the version as branch name and version number, e.g. MAIN;7 or BUGFIX;LATEST.


File - Save diagram as
Save diagram as (File Menu)

Related Topics

Allows you to rename the active diagram before saving it.

Dialog box options

Diagram name

The name under which you want to save the active diagram. This field can be populated by selecting one of the diagrams in the list or by entering the diagram name using alphanumeric characters. The default for this field is the name of the active diagram.

List box

A list of the existing diagrams in the current container.

Diagram type

When working in the Matrix Diagrammer you always save diagrams as type Matrix Diagram (in some other Designer tools there may be a choice of diagram types).


Version - Check In Container
Check In Container <container name> (Version Menu)

Related Topics

Allows you to check in a container the current diagram is referencing. Containers the current diagram is referencing are listed in the version menu.

Check In Dialog Box


Version - Check Out Container
Check Out Container <container name> (Version Menu)

Related Topics

Allows you to check out a container the current diagram is referencing. Containers the current diagram is referencing are listed in the version menu.

Check Out Dialog Box


File - Close and Check In
Close and Check In (File Menu)

Checks in the diagram before closing it. This menu option is enabled only if changes have been made to the diagram since it was opened.

Check In Dialog Box


New Matrix dialog box

Choose the element types that you want to cross-reference in your new diagram.

New Matrix Dialog box

Row

Lists the element types that you can display for the Row axis (down the side of the diagram). Selecting an element type here causes the Column list to show only those element types that can be matrixed against the selected type.

Note:	The element type Relation Definitions is a generic type covering Record, View Definition and Table Definition elements. Each of these can also be accessed individually from the list of elements in the New Matrix dialog box. About

Column

Lists the element types that you can display for the Column axis (along the top of the diagram).

Reset button

Redisplays all available element types for each axis.


Container dialog box

Related Topics

Specifies or changes the current container. Also allows you to create a new container.

Container Field

You can connect to any container in the current workarea. In the Container field enter the name of the container you want to connect to. Alternatively you can click on the name of the container in the list box within the dialog box.

Create button

You can create new containers using this dialog box. Type in the name of your new container in the Container field. Then click the Create button to confirm.

List box

This list displays all the containers available from the current workarea. It also shows which repository owns the containers.


Help - Help Topics
Help Topics (Help Menu)

Related Topics

Displays a list of the main subject areas in the online documentation system.


Help - Show Keys
Show Keys (Help Menu)

Displays the shortcut keys for the current tool.


Help - How to use Help
How to Use Help (Help Menu)

Related Topics

Displays general information on how to use the Microsoft Windows help.


Help - About
About (Help Menu)

Displays copyright and version number information about this application. You might need to know the version number for product support purposes.


Help - Customer Support
Customer Support (Help Menu)

Displays an Oracle Support Problem Report (displayed in your default ASCII text editor) that you are requested to complete before contacting Oracle Support for assistance. The report asks for details about you, your environment setup and details about the problem, including any steps to reproduce the problem. By completing this form prior to contacting Oracle Support, you will aid the processing and response to your request.

A default text editor is set up for ASCII text based on the settings in the Windows Registry. You can specify an alternative editor by using Options→Text Editor Options.


Context-Sensitive Help button
   Context-Sensitive Help

Related Topics

Provides access to context-sensitive help information about the menu options, standard toolbar and drawing toolbar buttons.

Selecting this button, or pressing SHIFT+F1, and then selecting a menu option, standard toolbar button or palette button, displays help information for the chosen item.


Window - New Window
New Window (Window Menu)

Creates a new diagram window containing the active diagram. You can use this new window to display a different part of the active diagram.


Window - Cascade
Cascade (Window Menu)

Arranges all your open windows so that they overlap and each window's title bar is visible.


Window - Tile Horizontally
Tile Horizontally (Window Menu)

Arranges all your open windows so that they fit horizontally in the main window. The title bar and a portion of the tool remain visible for each window. The windows are displayed at the largest possible size that will fit into the tool window without overlapping each other or the icons of minimized tool windows.


Window - Tile Vertically
Tile Vertically (Window Menu)

Arranges all your open windows so that they fit vertically in the main window. The title bar and a portion of the tool remain visible for each window.


Window - Arrange Icons
Arrange Icons (Window Menu)

Arranges your window icons so that they line up neatly and do not overlap.


Window - Window Name
1, 2, 3... Command (Window Menu)

Switches to the window and makes it active. A check mark is displayed next to the name of the active window.


Window - Arrange Windows
Arrange Windows (Window Menu)

Displays all open windows so that they do not overlap.


Options - Customize Property Palette
Customize Property Palette (Options Menu)

Customizes which properties are displayed on the Property Palette.

Dialog box options

Show

Show Owning Folder

Displays or hides the name of the owning container for an element.

Show Version Label

Displays or hides the version label property in the Property Palette.

Show Audit Properties

Displays the audit properties (date created, date changed etc.) in the Property Palette.

Property Clipboard

Include Multi Line Text Properties

Includes or excludes multi-line text properties in the Properties Clipboard, used when copying properties.

Automatically switch to spreadtable mode on multi insert

If active, automatically switches the Property Palette to spreadtable view when creating more than one element in a single operation.


Options - Text Editor Options
Text Editor Options (Options Menu)

Related Topics

Defines Text Editor options. This enables you to specify which text editor to use for the values of repository definition properties that are stored in ASCII or HTML format.

Default text editors are set up for ASCII text and HTML text based on the settings in the Windows Registry. You can specify alternative editors for either or both of these kinds of text.

Dialog box options

Text Editor

Select command to run the ASCII editor

The command that runs the ASCII text editor. Ensure that the filename is followed by the characters <SPACE>%1 in order for the command to function correctly.

Browse button

Locates the .EXE file for the ASCII text editor. Selecting this button displays the Browse dialog box.

HTML Editor

Select command to run the HTML editor

The command that runs the HTML editor. If you specify Netscape Navigator as the editor, ensure that the filename is followed by the characters <SPACE>"%1" for the command to function correctly.

Browse Button

Locates the .EXE file for the HTML editor. Selecting this button displays the Browse dialog box.


Options - Broadcast Options
Broadcast Options (Options Menu)

Related Topics

Defines broadcast options.

Dialog box options

Broadcast Notifications

Disabled

Turns off the broadcasting mechanism, i.e., the user does not receive (or send) notification messages.

Desktop only

Broadcasts all changes made in the current tool to all tools running on this machine.

Network

Broadcasts all changes made in the current tool to all users participating in the network broadcasting mechanism.


Options - Diagnostics
Diagnostics (Options Menu)

Allows you to set diagnostic file and trace settings. This feature should not be used unless requested to do so by your Oracle customer support representative. If you inadvertently set any of the diagnostic options you may find that the tool's performance is affected. If you do find any degradation in performance, click the Disable Option button to switch off the diagnostics facility.


Font dialog box

Allows you to specify the details of the font to be used for a text item.

Dialog box options

Font

Specifies the font to be used. You can choose a font from the list.

Font Style

Specifies the style for the selected font. You can choose a style from the list. Available styles are: regular, italic, bold and bold italic.

Size

Specifies the size in points of the font for this text item. A point is 1/72nd of an inch.

Sample

Shows an example of how this text item will appear with the current font options.

Script

Specifies the character set to be used for the selected text item.


The TextPad

Related Topics

The TextPad is a convenient method for entering and storing text for multi-line text properties. You can also use the TextPad to save text in a file and to assign text from a file to a multi-line text property.

The TextPad window contains a toolbar and a main text writing area:

For information on a TextPad toolbar button, click [image] in the main toolbar, then click the toolbar button.


Multi-line text properties

Related Topics

Many element types in the repository have text properties, such as Description, Notes or Comment. Some of these text properties (e.g., Description and Notes) are multi-line text properties, meaning that they can consist of more than one line of text.

Multi-line text properties are listed under the heading "Text" in the Property Palette, and are indicated by a [image] icon next to the property name.

You can edit a multi-line text property either by using the TextPad, or by using an ASCII or HTML editor if one is available.


File menu options for TextPad


File - Close (Textpad)
Close (File Menu - TextPad)

Related Topics

Closes the TextPad without attaching the current text to the selected property.

To close the TextPad and attach the text to the selected property, choose File→Exit.

If you do not want to attach the text to the property, but want to keep a copy of the text, then save the text as a text file.


File - Include File (Textpad)
   Include File (File Menu - TextPad)

Related Topics

Includes a specified file at the current position in the TextPad.

You can use File→Write to File to save the current text to file and come back to it later. In this way, it is possible to write some boilerplate text that you can attach to some selected properties.

Dialog box options

Use the context-sensitive help facility in the this dialog box for information on individual components.


File - Write to File (Textpad)
Write Text to File (File Menu - TextPad)

Related Topics

Saves the current text in the TextPad to a specified file.

Dialog box options

Use the context-sensitive help facility in the this dialog box for information on individual components.


File - Save Uncommitted Data (Textpad)
   Save Uncommitted Data (File Menu - TextPad)

Related Topics

Commits to the repository any unsaved TextPad changes you have made to the selected property.

Note:	Any changes that have been made to properties on the Property Palette, prior to invoking the TextPad are also committed to the repository.


File - Revert Uncommitted Data (Textpad)
   Revert Uncommitted Data (File Menu - TextPad)

Cancels any unsaved TextPad changes you have made to the selected property and closes the TextPad.

To cancel unsaved TextPad changes without closing the TextPad, click the [image] button.

Note:	Any unsaved changes that have been made to properties on the Property Palette, prior to invoking the TextPad are also canceled.


File - Print (Textpad)
Print (File Menu - TextPad)

Related Topics

Prints the contents of the TextPad. This option enables you to specify the range of pages to be printed, the number of copies, the destination printer and other printing options.

Dialog box options

Use the context-sensitive help facility in the this dialog box for information on individual components.


Edit menu options for TextPad


Edit - Undo (Textpad)
   Undo (Edit Menu - TextPad)

Cancels the effect of the last operation performed in the TextPad. For example, you can use this option to discard any unsaved TextPad changes you have made, without closing the TextPad.

Choosing this option a second time restores the effect of the canceled operation.


Edit - Copy (Textpad)
   Cut (Edit Menu - TextPad)

Related Topics

Removes the selected text from the TextPad and places it on the Clipboard.

The Clipboard stores the selection that you cut from the TextPad until the next time you cut or copy something. Each time you cut or copy text, this overwrites the Clipboard contents.

You can insert the contents of the Clipboard into the TextPad using the [image] button. You can also paste text from the Clipboard into other Windows applications.

To remove selected text from the TextPad without placing it on the Clipboard, choose Edit→Clear.


Edit - Undo (Textpad)
   Copy (Edit Menu - TextPad)

Related Topics

Places a copy of the selected text on the Clipboard.

The Clipboard stores the selection that you copy from the TextPad until the next time you cut or copy something. Each time you cut or copy text, this overwrites the Clipboard contents.

You can insert the contents of the Clipboard into the TextPad using the [image] button. You can also paste text from the Clipboard into other Windows applications.


Edit - Paste (Textpad)
   Paste (Edit Menu - TextPad)

Related Topics

Places the contents of the Clipboard at the insertion point in the TextPad.

The Clipboard contains the subject of the most recent cut or copy. The Clipboard contents can be pasted as many times as required.

To place text on the Clipboard, highlight the text and click the [image] or [image] button. You can also cut or copy text from other Windows applications and paste them in the TextPad.


Edit - Clear (Textpad)
Clear (Edit Menu - TextPad)

Removes the selection from the TextPad without placing it on the Clipboard.

To place a copy of the removed text on the Clipboard, click the [image] button.


Edit - Find (TextPad)
Find (Edit Menu - TextPad)

Related Topics

Searches for a text string in the TextPad.

The TextPad window is searched to find the next text string that contains a match for the specified characters. You can specify the direction of the search and whether or not the search is case-sensitive.

Dialog box options

Find What

The text string that you want to search for in the TextPad. By default, this field contains the current selection in the TextPad.

Match Case check box

Indicates whether the search is case-sensitive.

Up option button

Indicates that the search operates upward from the current cursor position.

Down option button

Indicates that the search operates downward from the current cursor position.

Find Next button

Finds the next occurrence of the string in the Find What field. This button is dimmed if no string has been specified.


Edit - Replace (Textpad)
Replace (Edit Menu - TextPad)

Related Topics

Finds and replaces occurrences of a specified text string in the TextPad.

The TextPad window is searched to find the next text string that contains a match for the specified characters. You can specify whether or not the search is case-sensitive.

Dialog box options

Find What

The text string that you want to be replaced in the TextPad. By default, this field contains the current selection in the TextPad.

Replace With

The text string that you want to replace the occurrences of the text string in the Find What field.

Match Case check box

Indicates whether the replace operation should search for only those text strings that match the case of the string in the Find What field.

Find Next button

Selects the next occurrence of the text string in the Find What field.

Replace button

Replaces the found text string with the string in the Replace With field. If no text string is currently selected, then this button searches for the next occurrence of the string in the Find What field.

Replace All button

Replaces all occurrences of the string in the Find What field with the string in the Replace With field.


Edit - Repeat (Textpad)
Repeat (Edit Menu - TextPad)

Related Topics

Finds the text string that was specified (under Find What) in the most recent search or replace operation.


Edit - Select All (Textpad)
Select All (Edit Menu - TextPad)

Selects all text in the TextPad.


Edit - WordWrap (Textpad)
WordWrap (Edit Menu - TextPad)

Enables or disables the word wrap feature for text.

When word wrap is enabled (this is the default), text that cannot be fitted on one line is displayed on the next line in the TextPad. When word wrap is disabled, this additional text is displayed on the same line and you must scroll horizontally to see it.

Note:	If you set the text to unwrapped, then you will be permitted to enter as much text as you want in one line. When you commit the text to the repository, the text is automatically wrapped to use as many lines as is necessary.


Edit - Text
Text (Edit Menu)

Related Topics

Attaches free format multi-line text for the text types (e.g. Description and Notes) associated with this selected element.

Dialog box options

Element Name

Displays the name of the element.

Text Type

The types of text, e.g., Description, Notes. The changes made in the Text Area apply to the type of text displayed in this box.

Text Area

The text for the element. Text can be cut, copied and pasted from this area by using the hot-keys Ctrl+X, Ctrl+C and Ctrl+V.

Note:	A maximum of 80 characters can be entered per line for PL/SQL text types.

Text Editor

Opens the ASCII editor, which enables you to attach ascii text to the selected multi-line text property.

HTML Editor

Opens the HTML editor, which enables you to attach HTML text to the selected multi-line text property.


Tools - Navigator
Navigator (Tools Menu)

Related Topics

Opens a new Navigator if none is open, or makes the Navigator window the active window if the Property Palette is active.

Navigator windows use a tree structure to represent the repository definitions that are recorded  in the repository, and the associations between those definitions.


Tools - Property Palette
Property Palette (Tools Menu)

Related Topics

Opens a new Property Palette if none is open or if the present palette is pinned, or makes the latest Property Palette the active window if the Navigator window is active.

Property Palettes display the properties of definitions, e.g. table definitions, that are recorded in the repository.


Edit - TextPad
   TextPad (Edit Menu)

Related Topics

Opens the TextPad, which enables you to attach textual information to the selected text property.


Edit - ASCII Editor
   ASCII Editor (Edit Menu)

Related Topics

Opens the ASCII editor, which enables you to attach ASCII text to the selected multi-line text property.


Edit - HTML Editor
   HTML Editor (Edit Menu)

Related Topics

Opens the HTML editor, which enables you to attach HTML text to the selected multi-line text property.


Tools - Process Modeler
Process Modeler (Tools Menu)

Related Topics

Invokes the Process Modeler with the same database connection and workarea as the current tool.


Tools - Dataflow Diagrammer
Dataflow Diagrammer (Tools Menu)

Related Topics

Invokes the Dataflow Diagrammer with the same database connection and workarea as the current tool.


Tools - Repository Reports
Repository Reports (Tools Menu)

Invokes the Repository Reports tool, which enables you to run reports about the contents of the repository.


Tools - Entity Relationship Diagrammer
Entity Relationship Diagrammer (Tools Menu)

Related Topics

Invokes the Entity Relationship Diagrammer with the same database connection and workarea as the current tool.


Tools - Function Hierarchy Diagrammer
Function Hierarchy Diagrammer (Tools Menu)

Related Topics

Invokes the Function Hierarchy Diagrammer with the same database connection and workarea as the current tool.


Tools - SQL Plus
SQL*Plus (Tools Menu)

Opens a SQL*Plus window.


Tools - Repository Object Navigator
Repository Object Navigator (Tools Menu)

Invokes the Repository Object Navigator with the same database connection as the current tool.


Tools - Dependency Manager
Dependency Manager (Tools Menu)

Related Topics

Invokes the Dependency Manager, from which you can examine dependency information stored in the repository. You can also use the Dependency Manager to edit some repository information.


Tools - Matrix Diagrammer
Matrix Diagrammer (Tools Menu)

Invokes the Matrix Diagrammer with the same database connection and workarea as the current tool.


Tools - Design Editor
Design Editor (Tools Menu)

Related Topics

Invokes the Design Editor with the same database connection and workarea as the current tool.


File - Close
Close (File Menu)

Closes the active window without quitting the tool. To quit the tool use File→Exit.


File - Summary Information
Summary Information (File Menu)

Related Topics

Displays information about the active window and enables you to record additional information about the window.

The database connection and the current workarea cannot be changed using this menu option, but can be changed using File→Change Connection and File→Change Workarea.

Dialog box options

When the active window is a diagram, the dialog box has the following tabs:

Summary Details

Text

Otherwise, the Summary Information (without tabs) dialog box is displayed.


Summary Information - Summary Details

The Show checkbox adjacent to each field determines whether or not the information in the field is displayed in the print legend on the active window.

Note:	Summary information cannot be saved against a diagram unless that diagram has already been saved in the repository.

When a diagram is copied, i.e., you open a read-only copy of a currently open diagram, the summary information about that diagram does not get copied.

Diagram

The name of the active diagram.

Title

The title of the active window. The title can be used for displaying additional information on the window.

Created

The date and time on which the contents of the active window was created.

Last Modified

The date and time on which the contents of the active window was last modified.

Author

The author of the contents of the window.

Container

The name of the container that you are currently using.

Username

The username for the Oracle database that you are currently using.

Connect String

The connect string for the Oracle database that you are currently using.

Workarea

The name of the workarea that you are currently using.


Summary Information - Text

Related Topics

Used to enter free format multi-line text for the text types associated with the active diagram, such as notes and description.

Note:	Multi-line text can be entered only for named diagrams.

Text Type field

Defines which text type you want to enter multi-line text for. A list of currently defined text is available.

Text Editor button

Opens the ASCII editor, which enables you to attach ASCII text to the selected multi-line text property.

HTML Editor button

Opens the HTML editor, which enables you to attach HTML text to the selected multi-line text property.


Summary Information dialog box

Related Topics

Displays information about the Navigator. The checkbox adjacent to each field determines whether or not the information in the field is displayed in the print legend.

Workarea

The name of the workarea that you are currently using.

Username

The username for the Oracle database that you are currently using.

Connect String

The connect string for the Oracle database that you are currently using.


File - Change Connection
Change Connection (File Menu)

Related Topics

Changes the Oracle database to which the current tool is connected.

Connect dialog box


Connect dialog box

Specifies or changes the Oracle database to which the current tool is connected.

Username

The name of the user that must be specified to gain access to the database account.

You can specify the full connect string in this field, in the format:

username/password@database_alias

For example, to connect to a database with the alias HQ8 using the username and password scott, you would enter:

scott/scott@HQ8

Note:	If you specify the full connect string here, you do not need to complete the Password and Connect fields.

Password

The password for the given username. The password is displayed as asterisks.

Connect String

The database alias required to access the database account. You must ensure that the database alias is specified in the TNSNAMES.ORA file in your Oracle home directory, usually d:\oracle_home\NET80\ADMIN.


File - Change Workarea
Change Workarea (File Menu)

Related Topics

Changes the workarea for the current tool and provides access to the Workarea Wizard which allows you to create new workareas.

Note, you must have the repository management privilege before you can create workareas.

Workarea dialog box


Workarea dialog box

Specifies or changes the workarea for the current tool, and enables you to create a new workarea.

Workarea list box

Lists the workareas that you can choose, together with various details about them. You can choose a workarea by selecting it and clicking OK.

Workarea

The names of the workareas that have been defined in the repository.

Owner

The username of the repository user who created the workarea.

Type

Indicates whether this is a private or shared workarea. Private workareas can be accessed only by the user who created them. Shared workareas can be accessed by any user to whom the owner grants access.

Check In Branch

(Versioned repositories only) The default branch, if any, to which versioned objects are checked in if they are updated via this workarea.

New

Enables you to create a new workarea. Clicking this button starts the Create Workarea Wizard, a predefined set of screen forms that takes you step by step through the process of creating a workarea.


Create Workarea Wizard: Options

The Create Workarea Wizard: Options screen provides the following four options for creating a workarea:

Option	Description
Create a default workarea	Simplest option - just enter the workarea name
Copy a workarea	Copies an existing workarea, but allows you to modify workarea details in the copy
Create a workarea based on a file-stored workarea specification	Uses rules and configurations stored in a file to create the workarea; you can modify these and other details
Create a custom workarea	Provides greatest choice - you can manually define all the details of the workarea
Note:	To edit an existing workarea, select the workarea and choose Edit→Edit Workarea.

Additional fields are displayed from each of the four available options. These allow you to name the workarea, provide a suitable description for the new workarea and, where appropriate, name a workarea to copy from.

Once you have made your selection, the wizard takes you step by step through the process of creating the workarea.

When you create a workarea, it is initially a private workarea, meaning that only you can access it. Subsequently you can, if you wish, grant one or more other users access to it, thus making it a shared workarea. If you later revoke access to the workarea from all other users, the workarea becomes private again.

For all except a default workarea, you can specify a default checkin branch if the automatic branching policy is enabled. You can also change the rules and configurations that make up the workarea specification.

A basic workarea specification, consisting merely of the rule LATEST (MAIN), is applied to all new workareas by default. This rule specifies that each time the workarea is refreshed it will display details of the latest version of all objects to which you have access on the MAIN branch. It is not necessary for a workarea to have any other rules or any configurations specified for it, but if you want to refine the workarea specification, you can do so using the wizard.


Application System dialog box

Specifies or changes the application system for the current tool.

Application System entry box

Identifies the name of the application system you want to use. If an application system is selected in the list box, then the name of that application system is displayed in this field.

Application System list box

Lists the names and owners of all the application system that you may use. If you select an application system from this list, its name is displayed in the application system entry box.


File - Print
   Print (File Menu)

Related Topics

Prints the contents of the active window. This option enables you to specify the range of pages to be printed, the print quality, the number of copies, the destination printer and other printing options.

Dialog box options

Printer

The name of the current printer. The current printer can be changed using the Setup button. If the current printer is the system (that is, the default) printer it is stated in this field.

Print Range

All

Prints all pages. All is the default print range value.

Pages

Prints a range of pages specified by the From and To fields. For example, entering 2 in the From field and 6 in the To field prints pages 2 to 6 inclusive.

Print Quality

Specifies the print density. The higher the print density, the better the print quality, but higher-quality copies may take longer to print.

Copies

The number of copies of the print job that you want to print.

Print to File

Determines whether or not the print job is printed to a specified file instead of being sent to the printer. When checked, the Print to File dialog box is displayed.

Page Numbers

Determines whether or not page numbers are printed at the bottom of each page of the print job.

Print to ASCII

Prints the textual content of the Navigator window to a text file. If this box is checked, a dialog box is displayed for you to specify the name and location of the text file. Note this option is available from the Repository Object Navigator only.

Page Title

Determines whether or not the title is printed at the top of each page of the print job.

Page Boundaries

Determines whether or not indicators are displayed showing the outermost edges of the printable area of the page.

Scale to Pages

X:

Determines the number of pages in the horizontal axis on which the data will be printed.

Y:

Determines the number of pages in the vertical axis on which the data will be printed.

Fit to Page

Determines whether or not the data is printed so that it fits onto one sheet of the currently selected paper size.

Setup button

Allows you to view or change the configuration of the current printer, or to choose a different printer if more than one is available. Selecting this button displays the Print Setup dialog box.


File - Print Preview
Print Preview (File Menu)

Related Topics

Displays the contents of the active window as it will appear when printed, and provides options for navigating through, and for changing the magnification of, the pages within the Print Preview window. The contents of the active window can also be printed directly from this preview window.

Print preview buttons

Print button

Displays the Print dialog box, allowing you to specify how and where the data is printed, and to initiate the print job. Selecting this button cancels the Print Preview window.

Next Page button

Shows how the next page of the data will appear when printed.

Prev Page button

Shows how the previous page of the data will appear when printed.

One Page/Two Page button

Specifies whether one or two pages are previewed at a time.

Zoom In button

Enlarges part of the page preview display.

Zoom Out button

Reduces the magnification of the page preview display.


File - Print Setup
Print Setup (File Menu)

Related Topics

Configures printer settings such as the destination printer, the paper size and the paper orientation. Advanced document properties set within an application can also be set. These settings will override the default settings made in Windows.

Dialog box options

Printer

Determines whether you want to use the default printer or one of the other currently connected printers. A dropdown list of currently connected printers is available. The default printer can be changed, and other printers connected, from the Settings option on the Windows Start menu.

Orientation

Determines whether the printout will appear in portrait or landscape format. Selecting the appropriate option button changes the image of the page accordingly in this field.

Size

Determines the paper size for the printer.

Source

Determines the source of the paper for the printer.

Options button

Displays the Options dialog box for the currently selected printer, allowing you to set some of the more advanced document printing options. Third party printer help is available for the Options dialog box.


File - Recent File
Recent file (File Menu)

Opens any of the four most recently opened files (diagrams or logic text) in the current workarea. Diagrams or logic files in other workareas which have been opened recently may also be listed, but cannot be opened using this option.


File - Exit
Exit (File Menu)

Exits from the tool.


Browse dialog box

Directories

The directory where the file that you want to embed or link to is located.

Drives

The drive where the file that you want to embed or link to is located.

Network... button

Locates a file on the network. For more information, select the Help button on the Connect Network Drive dialog box.


Print to File dialog box (Description not used by Designer in 2.1)

Related Topics

Allows you to specify the name of the file to which a print job is to be saved.

File Name

Specifies the name of the file (maximum of eight characters, plus a three-letter extension), including its path, to which you want to print the diagram.

Attention:	The filename must be different from the original filename, or the diagram must be saved to a different drive or directory.

Note:	If no file of this name currently exists, one will be created.

All the files of the specified type in the specified directory are listed below the File Name field.

Save File as Type

Specifies the file extension for the file. It also filters the File Name list so that only files of the specified type are listed.

Drives

Select the drive on which you want to store the file.

Directories

Select the directory where you want to store the file.

Network button

Opens the Connect Network Drive dialog box so that you can make a connection to a network drive. For more information, choose the Help button in that dialog box.


Edit - Undo/Redo
Undo/Redo (Edit Menu)

Related Topics

Undoes the last action performed on the active window. Only certain actions can be undone. If the last action was performed using Edit→Undo, and the action can be redone, the menu option changes to Edit→Redo.


Edit - Cut
Cut (Edit Menu)

Related Topics

Removes the selection and places it on the Clipboard. Any text and graphics that you place on the Clipboard remains there until you replace it with a new item. The contents of the Clipboard can be pasted back using Edit→Paste. This option does not remove data from the repository.

Note:	When working in the Property Palette, the changes you make are not immediately stored in the repository. The changes will only be committed to the repository when you change the focus (by making another window active in the application) or by saving recent property changes.


Edit - Copy
Copy (Edit Menu)

Related Topics

Copies the selection onto the Clipboard. Text or graphics that you copy to the Clipboard replaces the previous contents. The contents of the Clipboard can be pasted back using Edit→Paste.


Edit - Paste
Paste (Edit Menu)

Related Topics

Inserts the contents of the Clipboard at the insertion point, replacing any selection if the selected text or graphic can be replaced. To place items on the Clipboard use Edit→Copy or Edit→Cut.


Edit - Edit Workarea
Edit Workarea (Edit Menu)

Related Topics

This option enables you to perform various workarea operations. About

Note:	In the Repository Object Navigator, this option is available when you select the name of the workarea in the Navigator window, or when you select an object visible in that workarea.

You can:

•	edit the workarea properties (name, description)

•	edit the workarea specification (the rules and configurations that determine which objects appear in the workarea)

•	specify a default checkin branch for versioned objects in a particular workarea

In either case, the menu option starts the workarea wizard at the appropriate point.


Edit - Refresh Workarea
Refresh Workarea (Edit Menu)

Related Topics

Enables you to reapply the workarea specification rules, updating the display of the workarea contents as a result.

This option displays a dialog box from where you can:

•	synchronize the repository with a file system

•	preview the changes that will be made before refreshing

Refreshing re-evaluates the workarea contents according to the workarea rules specified. For example, if a rule specifies that the workarea is to include the latest object versions on a particular branch and a user has updated an object on that branch, refreshing the workarea will show the new version of the object.

Dialog box options

Synchronize

Synchronize mapped folders/files after refresh

Synchronizes the repository with a file system to which a container in the workarea is mapped. Selecting this box performs the synchronization when the workarea is refreshed.

Include (create) files new to the repository

If synchronization would normally result in the creation of new files in the repository, selecting this box causes this to happen. Clearing the box prevents creation of new repository files (i.e., only files that have been changed will be refreshed). This box is activated only if you select the previous one.

Preview

Preview changes before refreshing

Select this box if you want to see the effect on the workarea of the refresh operation before it is performed, otherwise leave the box clear. The preview lists which objects will be added to, updated in, and removed from, the workarea when it is refreshed.


Preview Changes in Workarea Before Refreshing dialog box

Related Topics

Dialog box options

Changes in repository

If you chose on the previous screen to preview changes in both the repository and the file system, you can choose between the two options here.

New

Lists the objects that will be added to the workarea when it is refreshed.

Changed

Lists the objects that will be updated in the workarea when it is refreshed.

Removed

Lists the objects that will be removed from the workarea when it is refreshed.


Edit - Requery All
   Requery All (Edit Menu)

Related Topics

Compares all the elements displayed in the active window with their repository elements and, if there are differences, makes the display consistent with the repository.


Edit - Requery Selection
   Requery Selection (Edit Menu)

Related Topics

Compares one or more selected elements in the active window with their repository elements and, if there are differences, makes the diagram consistent with the repository. This option is dimmed if no elements are selected in the active window.


Edit Workarea Wizard: Properties

Enables you to rename a workarea and change the workarea description.

The workarea you are currently working in is the one selected for editing.

Note: 	You cannot select an alternative workarea to edit using this window.

If you choose to rename your workarea, the new name must be unique in the repository.

Dialog box options

Name

The name of the workarea selected to edit. You can enter a new unique name to rename the workarea.

Description

The description of the workarea selected to edit. You can enter a new description.


Create / Edit Workarea Wizard: Rules Specification

Displays the rules, configurations or both that make up the current workarea specification.

Using this dialog you can:

•	load an existing workarea specification from a template file in your file system

•	edit the workarea specification

•	save the workarea specification to a file

If you are creating a new workarea by using a specification file or by copying an existing workarea, any included rules and configurations are displayed.

If you are creating a custom workarea and have not specified any other workarea or specification file as its basis, the default rule LATEST(MAIN) is displayed.

If you are editing an existing workarea, any rules and configurations associated with the workarea are displayed.

Dialog box options

Load from file

(Edit Workarea Wizard only) Enables you to load an existing specification from a file. Specification files are given the .CWS extension by default.

Edit

Displays the Edit Specification dialog box for you to edit the current specification by:

•	adding new rules and/or configurations to the specification

•	deleting rules and/or configurations from the specification

•	rearranging rules and/or configurations within the specification

Save to file

Allows you to save the specification to a template file in your file system. The file is assigned the .CWS extension unless you choose otherwise.


Edit Specification dialog box

A workarea specification or a configuration can be built from objects from a variety of sources. For example, you may base a configuration on the contents of a workarea and then include an existing configuration together with additional rules and specific versions of individual objects.

The Edit Specification dialog box allows you to do the following to the selected workarea specification or configuration:

•	add or remove rules

•	add or remove configurations

•	reorder the list of included rules and configurations

•	include or exclude specific objects

Dialog box options

For

Displays the name of the workarea or configuration whose specification you are editing

Rules tab

Enables you to select a rule to include in the list of member rules and configurations.

The fields displayed on the Rules tab depend on the selected rule. About

Configurations tab

Latest version

When checked, displays only the latest version of the configurations to which you have access. When clear, displays all versions of all configurations.

Configurations

Displays all configurations under version control that you have access rights to.

Filter

Allows you to enter search criteria to locate specific configurations. You can use wildcard characters, for example "%" to specify "any character".

	moves selected rule or configuration into the Member rules and configurations list
	moves selected rule or configuration out of the Member rules and configurations list
Member rules and configurations

Lists the rules and configurations currently associated with the workarea or configuration.

	moves the selected rule or configuration up one position in the member rules and configurations list
	moves the selected rule or configuration down one position in the member rules and configurations list
	includes objects in the workarea or configuration
	excludes objects from the workarea or configuration


Create / Edit Workarea Wizard: Default Checkin Branch

Displays all branches available to you, and enables you to set the default checkin branch.

The value <None> causes objects to be checked in by default on the branch from which they were checked out. In some cases, described below, the wizard sets this value automatically and you cannot change it.

If you want to use a branch other than those listed, create a new branch. How

If you are creating a default workarea or a workarea based on a specification file, the wizard selects the value <None>.

If you are creating a workarea based on an existing workarea, the default checkin branch for the workarea you are copying is selected.

If you are editing a selected workarea, the current default checkin branch for that workarea is selected.

Before setting the default checkin branch, the wizard checks the repository automatic branching policy. If the automatic branching policy is not enabled, the wizard selects the value <None>.

Dialog box options

Select the workarea default checkin branch

All available checkin branches for the repository are listed. Select the one you want to use as the default.

Remind me to merge objects to the new checkin branch

(Displayed for Edit Workarea only) Invokes the Merge Wizard at the end of an edit workarea operation. If you are changing the default checkin branch, you can use the wizard to merge changes from object versions on the old branch with versions on the branch to which you are changing.


Edit - Requery
Requery (Edit Menu)

Refreshes the version tree for the object currently displayed in the Version History Viewer, enabling you to see any recent changes that have been made.


Changing the database connection

Related Topics

To change the database connection:

1.	Choose File→Change Connection.

2.	Specify a username and password.

3.	Specify a connect string for the Oracle database to which you want to connect.

For any unsaved changes, a message box is displayed asking you whether or not you want to save the changes.

Note:	If you are using one of the diagramming tools, and you currently have diagrams open, these diagrams will be closed.

After successful connection to a database, this option displays the Workarea dialog box, enabling you to choose the workarea.

4.	Select the name of the required workarea and click OK.

If you have any problems trying to connect to a database, please refer to your System Administrator.


Changing the workarea

Related Topics

If you have access to more than one workarea, you can switch between the different workareas, without leaving the tool. If you have the repository management Workarea privilege you may create a new workarea.

To change the workarea:

1.	Choose File→Change Workarea.

2.	Do one of the following:

•	Select the name of the required workarea from the list and click OK.

•	Click New to create a new workarea.


Closing diagrams

To close a diagram:

•	Choose File→Close.

If the active diagram is named and contains any unsaved changes, this option displays an alert box asking you whether or not you want to save the changes. Click Yes to save the changes and close the diagram.

If the active diagram is untitled, this option displays an alert box asking you whether or not you want to save the untitled diagram. Click Yes to display the Save Diagram As dialog box enabling you to name and save the diagram before closing it.


Getting diagram information

To get information about the diagram:

1.	Choose File→Summary Information.

Note:	The database connection and the current workarea cannot be changed from the Summary Information dialog box, but can be changed using File→Change Connection and File→Change Workarea.

2.	If required, enter the title for the diagram and the name of the author of the diagram.

3.	Check the appropriate check boxes to determine which of the fields are displayed on the diagram.


Version - Check In
   Check In (Version Menu)

Related Topics

Checks in all the selected objects. You can specify checkin options and enter notes that you want to associate with the objects.

This option is valid only if the objects selected are either checked out or are not yet under version control. Checking in an object that is not yet under version control adds this object to version control.

Choosing this option displays the Check In dialog box.  About


Check In dialog box

Related Topics

Checks in all the selected objects. You can choose the branch to which you want to check in the objects as well as specifying checkout options and entering notes that you want to associate with the objects.  How

Objects selected for check in

Lists all objects selected for check in. These can include objects not under version control, objects mapped to a repository container but not uploaded to the repository, and checked-out objects.

Note:	All objects listed here, whether they are highlighted or not, will be checked in when you click OK.

(Not applicable when using the Version History Viewer as this tool operates within the context of only one object.)

Options for object_name

Current checkin branch

(Display only)  The name of the current checkin branch for this object. You can change the checkin branch in the Use branch field.

Use branch

For existing objects, enables you to check in this object to a branch other than the one from which you checked out the object. If the object was checked out locked by another user from a branch, you cannot check in your object version to that same branch.

For new objects, lists the branch to which the object will be checked in:

•	If no default checkin branch is set, the object is checked in to the MAIN branch.

•	If a default checkin branch is set, the object is checked in to the default checkin branch in addition to the MAIN branch.

(Not applicable when using the Version History Viewer as this tool operates within the context of only one object.)

Version label

The version label attached to each object when checked in. Depending on the repository policy, this version label can be generated automatically by the system, or defined by the user.  About

Use checkout notes

Determines whether you want to use the same notes for checkin that you specified for checkout.

Check out after checkin

Determines whether you want to check out the objects again immediately after checkin. This enables you to continue working on the object after ensuring that the latest version is available to other users.

If the objects were initially checked out with a lock, they will be checked out again with locks.

Check in even if unchanged

Determines whether the objects are checked in even if they have not changed since they were checked out.

Checkin notes

Any notes you enter here will apply to all the selected objects in the Objects selected for check in list.


Version - Check Out
   Check Out (Version Menu)

Related Topics

Checks out all the selected object versions. You can specify checkout options and enter notes that you want to associate with the objects.

This option is valid only if the selected object versions are checked in.

Choosing this option displays the Check Out dialog box.  About


Check Out dialog box

Related Topics

Checks out all the selected object versions. You can specify checkout options and enter notes that you want to associate with the objects.  How

Objects selected for check out

Lists the objects you have chosen to check out.

(Not applicable when using the Version History Viewer as this tool operates within the context of only one object.)

Options for object_name

Lock

Determines whether the object is locked when it is checked out. Locking the object prevents anyone else from checking in another version onto the same branch until the lock is removed.

If a strict locking policy is in force, you cannot change this option as the strict locking policy ensures that every checkout is automatically set to locked.

Check out latest

Determines whether the latest version of the object is to be checked out, regardless of the version that is selected. This option is dimmed if the latest version is already selected.

(Not applicable when using the Version History Viewer as this tool operates within the context of only one object.)

Version dependencies

Determines whether the dependency links to any objects referenced by this object are to be versioned as well (but not the referenced objects themselves).

Checkout notes

Any notes you enter here will apply to all the selected objects in the Objects selected for check out list.


Version - Check Out Contents
Check Out Contents (Version Menu)

Related Topics

Checks out all the object versions within a specified context (checks out the 'contents' of the context element).

Depending on the type of sub-context you can specify various options, including whether to recurse subcontainers, and whether to check out the context element itself. Examples of context elements are workareas and containers.

Selecting the Recurse subcontainer option checks out all subcontainers and their contents as well as the top level contents of the context element. Selecting the Check out sub-context itself option checks out the selected context element itself, as well as its contents.

For

Workarea

The name of the selected workarea. Use the Browse button to select an alternative workarea.

Sub-context

Enables you to select one of the following sub-context types:

•	Entire Workarea

•	Container

•	Configuration

•	Diagram

•	User-Defined Set

Enter the name of the selected sub-context in the adjacent field, for example, the name of the container for which you want to check out its contents. Use the Browse button to locate and select the sub-context element.

Recurse subcontainers

Determines whether all subcontainers for a selected container, together with their contents, are checked out.

This option is not applicable for workareas; if checking out the contents of a workarea, all objects within that workarea, regardless of which container they are in, are always checked out.

Preview checkout list

Determines whether the Preview Checkout dialog box is displayed before the checkout operation. This dialog box enables you to refine the selection of objects for check out by specifying which of the objects within a group of objects (sub-context) you want to check out.  About

Check out sub-context itself

Determines whether the sub-context element itself is checked out in addition to its contents.

This option is not applicable for workareas.

Check out system folder

Only applicable for workareas, this option determines whether the system folder is also checked out.


Version - Compare Previous Version
   Compare Previous Version (Version Menu)

Related Topics

Compares a version of an object with its immediately previous version, and displays the results of the compare operation in the Compare window.

The version of the object currently in the workarea view is indicated by an arrow in the Version History Viewer display area, if this tool is active for the object.


List Checkouts dialog box

Related Topics

Lists all the repository objects in a selected context that are checked out, are not under version control or are new file system files. Other details are also displayed where applicable, for example, object type, checkout and checkin dates and other version details. The selection of objects displayed is determined by the selection criteria you chose previously in the List Checkouts: Criteria dialog box.  About

From this dialog box you can also:

•	check in all or selected objects

•	undo a checkout

•	add new objects to version control (by checking in the objects)

•	compare an object version with its previous version

For

(Display only) The name of the selected workarea and sub-context (entire workarea, container type, configuration, diagram or user-defined set), and the default checkin branch (if any).

Object details

The following object details are displayed:

Name	The name of the object.
Predecessor Version	For objects already in version control, the details of the version from which the checkout was performed.
Version Label	The version label attached to the object version. Depending on the workarea rules, this version label may have been generated automatically by the system, or defined by the user.
Status	The object status: this can be Checked Out, Not Versioned or New File System File.
Type	The type of the object.
Date Checked Out	The date when the object was last checked out.
Checked Out By	The name of the user who last checked out the object.
New Query

Redisplays the List Checkouts: Criteria dialog box, enabling you to change the criteria determining which objects are displayed in the List Checkouts dialog box.

Check in

Checks in any objects selected in the list.

Undo Checkout

Undoes the checkout of any checked-out objects selected in the list.

Compare

Compares, with its previous version, a checked-out object selected in the list.

Select All

Selects all objects in the list.


Version - List Checkouts
List Checkouts (Version Menu)

Related Topics

Displays the List Checkouts: Criteria dialog box, enabling you to determine which of the objects within a selected context will have their details displayed in the List Checkouts dialog box.  About

For

Workarea

The name of the selected workarea. Use the Browse button to select an alternative workarea.

Sub-context

Enables you to select one of the following sub-context types:

•	Entire Workarea

•	Container

•	Configuration

•	Diagram

•	User-Defined Set

Enter the name of the selected sub-context in the adjacent field, for example, the name of the container for which you want to list checkouts. Use the Browse button to locate and select the sub-context element.

Show

Checked-out objects

Determines whether all checked-out objects for the selected workarea and sub-context are displayed in the List Checkouts dialog box.

Non versioned objects

Determines whether repository objects that have not been added yet to version control are displayed in the List Checkouts dialog box.

Non repository files

Determines whether objects mapped to a repository container but not uploaded to the repository are displayed in the List Checkouts dialog box.

Recurse subcontainers

Determines whether all subcontainers and their contents are displayed in the List Checkouts dialog box, in addition to the top level contents of the context element.

Checked out / Created

By me

Determines whether only those objects that are checked out by you, or created by you (but not added yet to version control), are displayed in the List Checkouts dialog box.

By anybody

Determines whether all those objects that are checked out by anybody, or created by anybody (but not added yet to version control), are displayed in the List Checkouts dialog box.


Preview Checkout dialog box

Related Topics

Displayed if you selected the Preview checkout list option on the Check Out Contents dialog box, this dialog box enables you to refine the selection of objects for check out by specifying which of the objects within a group of objects (sub-context) you want to check out.

For

(Display only) The name of the selected workarea and sub-context (entire workarea, container, configuration, diagram or user-defined set), and the default checkin branch (if any).

Object details

The following object details are displayed:

Name	The object name and path in the repository.
Version	The branch and version number for the object.
Version Label	The version label attached to the object version. Depending on the workarea rules, this version label may have been generated automatically by the system, or defined by the user.
Latest On Branch	Indicates whether the object version is the latest on the branch.
Type	The type of the object.
Check Out

Checks out any objects selected in the list.

Select All

Selects all objects in the list.


Version - Undo Checkout
   Undo Checkout (Version Menu)

Related Topics

Abandons (undoes) the checkout of all selected object versions. This reverts the object to the state it was in prior to being checked out.  About

List

The selected object versions for which you want to undo the checkouts.

(Not applicable when using the Version History Viewer as this tool operates within the context of only one object.)

Save filesystem changes (saved to <filename>.KEEP)

Displayed only if the selected object is a mapped file, this option saves any changes made since the object was checked out. By default, when you undo a checkout, any changes made since the object was checked out are lost. However, if a selected object is a mapped file, this option allows you to preserve the changes in a separate file. The file is called <filename>.KEEP, where <filename> is the name of the original file.


Version - View Version Events
View Version Events (Version Menu)

Related Topics

Displays the Version Event Viewer in which you can view event details of an object and its versions.  How

For each event you can view information including:

•	the type of event (checkin, checkout, locked, branched or merged)

•	the version label

•	the name of the object

•	the branch on which the version resides

•	the date the event occurred

•	the user who initiated the event

•	notes about the event


Version Event Viewer window

Related Topics

The Version Event Viewer displays details of all events that have occurred for an object.

You can re-sequence the information displayed and choose to display only selected information.  How

Note:	Any refinements of the details displayed are not reflected in the Event Viewer window until you click the Rescan button.

Event History for

The name of the object for which the events are displayed.

Start date field

The start date for any events displayed in the window. To activate this field, enable the Start date checkbox.

End date field

The end date for any events displayed in the window. To activate this field, enable the End date checkbox.

Start date checkbox

Activates the start date field, enabling you to specify a start date for any events displayed in the window.

End date checkbox

Activates the end date field, enabling you to specify an end date for any events displayed in the window.

Exclude Checkouts

Excludes any checkout event details. Checkout details are overwritten each time the object is checked in, so checkout details are only shown if the object currently has a checked-out version.

Report Key panel

Enables you to rearrange the report display and to include or exclude selected information from the display.

Display list

Displays a list of the details currently displayed in the report, including the order in which they are displayed and whether they appear in the left or right columns.

To add any additional details to the report, select the chosen detail from the drop-down list and click Add.

To remove or reorder any details, select the detail from this display list and click the appropriate button.

Drop-down list

A list of all possible event details that can be displayed in the report.

To add any additional details to the report, select the chosen detail from the drop-down list and click Add.

Add

Adds the detail selected from the drop-down list to the report.

Remove

Removes the detail selected in the display list from the report.

Higher

Moves the detail selected in the display list one position higher up in the order of details in the same column.

Lower

Moves the detail selected in the display list one position lower down in the order of details in the same column.

move Left

Moves the detail selected in the display list to the end of the left column.

move Right

Moves the detail selected in the display list to the end of the right column.

Rescan

Refreshes the display with the specified details.

Tabular list of events

Displays the specified details for each event in a tabular form.


Version - View Version History
  View Version History (Version Menu)

Related Topics

Displays the Version History Viewer in which you can view the version history of an object displayed in a graphical representation.  How

As well as viewing the full version history of an object, you can also:

•	check in object versions from, and check out object versions to, the context workarea

•	compare object versions

•	merge object versions

•	change the visible version of an object in the workarea


Version History Viewer window

Related Topics

The Version History Viewer displays the version history of an object in a graphical representation.  About

The Version History Viewer window contains the following:

Display Area	Displays a diagram made up of a number of nodes that correspond to each object version.
Status Panel	Shows information about the selected node.
Toolbar	Used to customize the display and provides shortcuts to the functionality available from the menus.


Generic Select dialog box

Displayed from the Browse button or automatically displayed when additional information is required for the current activity.

The title of the dialog box will depend on the context in which it is displayed.

Some features of the dialog box are displayed only if they are required in the particular context. For example the Select All button is displayed only if more than one object can be selected in one operation.

Look In

Displays the label for the area you are currently viewing and, where appropriate, enables you to move to another location in the hierarchy.

  Up One Level

Selects the level above the current level in the repository hierarchy.

  List View

Displays only the names of the repository objects in a multi-column list.

  General Details View

Displays the following general details about the objects in the list:

Name

The name of the object.

Type

The type of the object.

Attributes

The attributes (properties) of the object:

CI	checked-in
CO	checked-out
R	read-only
Modified

The date when the object was last modified.

Modified By

The username of the repository user who last modified the object.

  Version Details View

Displays the following version details about the objects in the list:

Name

The name of the object.

Type

The type of the object.

Attributes

The attributes (properties) of the object:

CI	checked-in
CO	checked-out
R	read-only
Version

The checkin branch and version number of the object, for example, MAIN:1.

Version Label

The version label of the object, for example, 1.3.

  Hierarchical View

Displays all the repository objects below the selected level. Objects are displayed with their path in the repository indicated.

  Flat View

Displays only the repository objects at the selected level in the repository hierarchy. In this view, double-clicking the name of a workarea or container displays the objects at that level.

Find elements that match these criteria

Available on some variants of this dialog box, these options enable you to move to a selected object. You can filter the list of objects displayed by name, type and version.

Name

The name of the selected object.

Type

The object type.

Version

The version of the selected object.


Set Context Workarea dialog box

Displayed when a checkout operation is performed from the Version History Viewer but the repository cannot determine the context workarea, this dialog box enables you to select a context workarea to which the object will be checked out.

All the workareas to which you have access are listed.

Select workarea

Enables you to select a workarea to make that workarea the context workarea.


Which configurations include this version dialog box

Related Topics

Available from the Version History Viewer,  [image]  displays the Which configurations include this version dialog box, listing all the configurations that include the selected object version.

Configurations

A list of all the configurations that include the selected object version.

Show version labels

Determines whether you want to display the version label for each configuration in the list.

When this option is not selected, the branch label is displayed for each configuration in the list.


Which workareas include this version dialog box

Related Topics

Available from the Version History Viewer,  [image] displays the Which workareas include this version dialog box, listing all the workareas that include the selected object version.

Workareas

A list of all workareas that include the selected object version.


Version History Viewer toolbar

Related Topics

The following toolbar buttons are available from the Version History Viewer:

Button	Description
	Updates the display area with any new information.
	Opens a dialog box displaying the version properties of the selected object version.
	Opens a dialog box displaying a summary list of configurations containing the selected version.
	Opens a dialog box displaying a summary list of workareas containing the selected version.
	Checks out the selected object version.
	Checks in the selected checkout.
	Undoes a checkout.
	Hides or shows the insignificant versions of the object. Insignificant versions include those that are not root or tip versions, are not branch parent versions, are not target or source versions in a merge operation, are not common ancestor versions, or are not the source of a checkout.
	Shows or hides the status panel at the bottom of the screen to allow more space for the version tree.
	Displays all notes associated with the version history diagram including branch labels and checkin notes.
	Displays all notes associated with major nodes in the version history diagram including branch labels and checkin notes.
	Hides all checkin notes and branch labels.
	Allows you to select the types of node to highlight in the version diagram and change the node colors to suit your personal preferences.
	Changes the size of the nodes and consequently the size of the entire diagram.


Version Properties dialog box

Related Topics

 opens the Version Properties dialog box for the selected version in the Version History Viewer.

Version name

The object name, branch name and position of the version on the branch.

Date created

The date and time the object version was created.

Created by

The username of the person who created the object version.

Status

The current status of the object version: checked in or checked out.

Notes

Notes that were added when the object version was checked in.


Checkout Properties dialog box

Related Topics

Displays the properties of the checkout selected in the Version History Viewer.

Original name

The object name, branch name and position on the branch of the original object version from which the selected version was checked out.

Date

The date and time when the object version was checked out.

Created by

The name of the user who created the object version

Notes

Any notes that were added when the version was checked out.


Version History Viewer display area

Related Topics

The Version History Viewer display area shows the version tree, a graphical representation of an object.  About

The version tree is made up of a number of nodes, each representing a single object version. Nodes are connected to other nodes by lines (or edges). The version tree includes all versions of the object and any branches and merges that may have taken place during development.

Notes entered at checkin or checkout are displayed beneath the node. They can be toggled on and off from the toolbar.

Depending on the version labeling policy, the name or the label assigned to each version is displayed inside the node. About

Version tree node colors

The following diagram illustrates the default node colors in the Version History Viewer. These colors can be customized to suit your personal preferences.  How

	Blue nodes represent the checked-out versions of this object. Red nodes are the leaf (or tip) nodes and are at the tip of each branch. They represent the latest version for that branch. Yellow nodes are major nodes. A major node is a node that corresponds with either the root of the branch, the parent node of a branch, or is a merge result node. The selected node is indicated by the blue cornered highlight selector. The node that is selected by this user’s workarea is marked with an arrow. The red triangle on the top left hand corner of node 1.3 indicates a marked node. Nodes are marked when they are being used in a compare or merge operation.  How


Version History Viewer Status panel

Related Topics

The Version History Viewer status panel at the bottom of the Version History Viewer window displays information associated with the selected node.

The status panel can be hidden from the display using the [image] button, so that more space is available for the display area.

Branch

The name of the branch to which the selected node belongs.  About

Version Label

The version label, which can be automatically generated or defined by the user.  How

Notes

These are optionally added to an object version when a checkout or checkin operation is performed. The note is a text string of a maximum 2000 characters. Full details of the note are available from the Version Properties dialog box.  How

Date Created

The date the object version was checked in to the repository.

Status

The three recognized states of a node are Checked in, Checked out, and Locked.


Compare window

Related Topics

The Compare window displays the results of a compare operation.

A compare operation involves a base object version and a contributor object version. The base object version is the version with which the contributor object version is compared.

The compare window consists of two panes separated by a resizing splitter. The left pane displays the contents of the base object version; the right pane displays the contents of the contributor object version.

Expanding or collapsing branches on the right pane will cause the corresponding branch on the left to expand or collapse.

You can scroll the screen vertically and horizontally using the scroll bars. Scrolling is synchronized so that corresponding items can be examined side by side.

Identifying differences between object versions

The compare display provides three ways in which differences between object versions can be identified:

•	Different text colors to represent additions, deletions and modifications.

•	Vertical bars to the left of each section of the object version to highlight what is being compared. The color of the block marker corresponds with the text color.

•	Icons to indicate the nature of the difference that exists between object versions:

Icon	Difference
	Added - An item has been added to the contributor version but not to the base version with which it is being compared.
	Deleted - An item has been deleted from the contributor version but not from the base version with which it is being compared.
	Update - An item is included in both the contributor and the base versions but the item is different in each version.


Merge window

Related Topics

The Merge window displays the results of a merge operation. A merge operation takes two contributor object versions (target and source), compares them to a common ancestor version, and uses internal rules to create a result based on changes found in all three versions.  About

The Merge window displays the differences and conflicts encountered by the merge algorithm. It also shows selections made by the algorithm, and lets you override those selections before the result is produced.

The Merge window appears in the following circumstances:

•	You attempt to do an automatic merge, and the merge algorithm encounters conflicts.

•	You explicitly ask for the Merge window to be displayed.

Difference blocks

The Merge window displays any differences in a series of difference blocks. A difference block shows the form that an item of data has in the contributor versions (source and target) and the common ancestor version, and indicates whether the item has been added, removed, or modified in one or both of the contributors with respect to the common ancestor. The difference might be:

•	A simple difference: a difference that the algorithm has been able to resolve using its own rules. In this case, the version containing the form of the item that the merge has selected to go forward to the result has its box selected. You can override the selection made by the algorithm by choosing an alternative form.

•	A conflict: a difference that the algorithm has been unable to resolve using its own rules. In this case, no contributor has its box selected. You must resolve the conflict by choosing the form of the item that you want to go forward to the result. If the conflict is for a file or for multi-line text, you can select more than one form of the comparison to go forward to the result; if the conflict is for structured repository object types, you can select only one.

Use the following menus to perform merge tasks:
File
View
Navigate
Merge
Help

The arrow toolbar buttons enable you to navigate through the lists of differences and conflicts.


Object Visibility dialog box

Related Topics

Displayed when you create an object in a checked-out container and check in the object for the first time, this dialog box warns you that the object being checked in may not be visible to other users until you check in the owning container.

To ensure that other users will be able to see the new object in their workareas (provided that the workarea specifications allow this), click OK and then check in the container.

Do not show this message again

Enables you to prevent the dialog box from being displayed every time you create and check in an object for the first time. Note that selecting this option hides the dialog box not only in the current working session, but also in all future working sessions.


Select Paths for Inherited Classes dialog box

Related Topics

Displayed when comparing or merging Oracle Forms (files with the .fmb, .olb or .mmb extension) that use subclassing or referenced objects, this dialog box enables you to define:

•	the scope: the workarea or configuration in which the Form versions participate

•	the path: the Forms path for the Form you want to compare or merge

Note that when comparing or merging Oracle Forms that use subclassing or referenced objects, you must ensure that:

•	each of the Form versions you are comparing or merging is in a different workarea or configuration

•	the Forms path exists in every workarea or configuration used for the comparing or merging operation

•	the files on the paths are uploaded into the repository  How

The options displayed in the dialog box differ according to whether you are comparing or merging Oracle Forms.

• Comparing Oracle Forms	The options enable you to enter the scope and path for the contributor and base object versions.
• Merging Oracle Forms	The options enable you enter the scope and path for the target, source and ancestor object versions.
Options displayed when comparing Oracle Forms

For

The name of the Form for which you are defining additional information.

Contributor Form

Information about the contributor Form version for this compare operation.

Workarea

Indicates whether or not the scope of the compare operation is for a workarea in which the contributor Form version participates.

Configuration

Indicates whether or not the scope of the compare operation is for a configuration in which the contributor Form version participates.

Name

The name of the workarea or configuration in which the contributor Form version participates. Select the name of the workarea or configuration from the list of those in which the contributor Form version participates.

Path

The Forms path for the contributor Form version. The path defaults to one previously used by the Form, but can be changed by the user. Paths should be defined relative to the root. Specify the path without any version information, and use a semicolon for separating multiple paths.

Base Form

Information about the base Form version for this compare operation.

Workarea

Indicates whether or not the scope of the compare operation is for the workarea in which the base Form version participates.

Configuration

Indicates whether or not the scope of the compare operation is for the configuration in which the base Form version participates.

Name

The name of the workarea or configuration in which the base Form version participates. Select the name of the workarea or configuration from the list of those in which the base Form version participates.

Path

The Forms path for the base Form version. The path defaults to one previously used by the Form, but can be changed by the user. Paths should be defined relative to the root. Specify the path without any version information, and use a semicolon for separating multiple paths.

Options displayed when merging Oracle Forms

For

The name of the Form for which you are defining additional information.

Target Form

Information about the target Form version for this merge operation.

Workarea

Indicates whether or not the scope of the merge operation is for the workarea in which the target Form version participates.

Configuration

Indicates whether or not the scope of the merge operation is for the configuration in which the target Form version participates.

Name

The name of the workarea or configuration in which the target Form version participates. Select the name of the workarea or configuration from the list of those in which the target Form version participates.

Path

The Forms path for the target Form version. The path defaults to one previously used by the Form, but can be changed by the user. Paths should be defined relative to the root. Specify the path without any version information, and use a semicolon for separating multiple paths.

Source Form

Information about the source Form version for this merge operation.

Workarea

Indicates whether or not the scope of the merge operation is for a workarea in which the source Form version participates.

Configuration

Indicates whether or not the scope of the merge operation is for a configuration in which the source Form version participates.

Name

The name of the workarea or configuration in which the source Form version participates. Select the name of the workarea or configuration from the list of those in which the source Form version participates.

Path

The Forms path for the source Form version. The path defaults to one previously used by the Form, but can be changed by the user. Paths should be defined relative to the root. Specify the path without any version information, and use a semicolon for separating multiple paths.

Common Ancestor Form

Information about the common ancestor Form version for this merge operation.

Workarea

Indicates whether or not the scope of the merge operation is for the workarea in which the ancestor Form version participates.

Configuration

Indicates whether or not the scope of the merge operation is for the configuration in which the ancestor Form version participates.

Name

The name of the workarea or configuration in which the ancestor Form version participates. Select the name of the workarea or configuration from the list of those in which the ancestor Form version participates.

Path

The Forms path for the ancestor Form version. The path defaults to one previously used by the Form, but can be changed by the user. Paths should be defined relative to the root. Specify the path without any version information, and use a semicolon for separating multiple paths.


Merge Confirmation dialog box

Related Topics

Lists the source and target for the merge operation, and enables you to choose whether you want to preview the merge results in the Merge window, or perform an automatic merge if there are no conflicts.

If merging binary files other than Oracle Forms, the merge operation does not compare the source and target versions but instead copies the contents of the source over the contents of the target. When merging binary files, this dialog box does not therefore display the Use Merge window and Perform automatic merge options but instead displays a message informing you that the merge will copy the source file over the target file.

Source

The source object version for the merge operation: the version which is merged with the target.

Target

The target object version for the merge operation: the version into which changes made in the source are to be merged.

Use Merge window

Displays the Merge window listing the differences and conflicts encountered by the merge algorithm and the selections made by the algorithm, and letting you override those selections before the result is produced.

Perform automatic merge

Performs an automatic merge if there are no conflicts. The Merge window is displayed only if there are conflicts between object versions, so enabling you to resolve the differences; otherwise the Merge window is not displayed.


File Menu

Save

Merges the selected data into an updated form of the target and saves the result.

Exit

Exits from the tool.


View Menu

Toolbar

Shows or hides the standard toolbar below the menu bar.


Navigate Menu

Previous Difference

Navigates to the previous difference in the window.

Next Difference

Navigates to the next difference in the window.

Previous Conflict

Navigates to the previous conflict in the window.

Next Conflict

Navigates to the next conflict in the window.


Merge Menu

Select Source

Selects the source from the difference block currently in focus.

This menu option will be only be available when a difference block is currently in focus in the Merge Window.

Select Target

Selects the target from the difference block currently in focus.

This menu option will be only be available when a difference block is currently in focus in the Merge Window.

Select Common Ancestor

Selects the common ancestor from the difference block currently in focus.

This menu option will be only be available when a difference block is currently in focus in the Merge Window.


Help Menu

Help Topics

Displays a list of the main subject areas in the online documentation system.

About

Displays copyright and version number information about this application. You might need to know the version number for product support purposes.


File - Open
   Open (File Menu)

Opens an existing diagram.

If the diagram you select is already open this option brings that diagram to the front. If the selected diagram is minimized it will be restored to its previous state.

If the diagram you are opening contains elements that do not match those held in the repository and you have set the Requery on Open option in the Customize dialog box, the mismatched elements are requeried automatically before you open the diagram. If you have not set the Requery on Open option, the diagram is opened exactly as it was when last closed, but cannot be edited.

Dialog box options

Diagrams for workarea

Lists the existing diagrams, grouped by container, that are visible to your workarea. Choose the diagram you want to open by expanding the appropriate container node and selecting the diagram name.


Edit - Delete From Repository
Delete from Repository (Edit Menu)

Deletes one or more selected elements from the diagram and places in them in the repository Wastebasket.

You must have delete privileges to a workarea and container before you can remove elements or their associations from it. If an element is "shared", i.e. directly owned by another application system, it can be deleted from the owning application system only.

•	Deleting an element from the current diagram window deletes the element node from the current window and from any copies of the same diagram that are also open.

•	Deleting from a diagram an element that is also included on other closed diagrams removes the element node from the current diagram only. Any diagrams containing the deleted element become temporarily out of date until you requery the repository.

Dialog box options

List box

Displays the names of all the diagram elements that are selected on the active diagram. By default, all elements are selected for deletion. Each diagram element is qualified by a container name.

Select All

Selects for deletion all the elements shown in the list box.


Edit - Select <Element Type>
Select→Element Type (Edit Menu)

Related Topics

Selects named elements of the specified element type on the active diagram.

Dialog box options

List box

Displays the names of elements of the type you want to select on the diagram.

Select All

Selects all the elements shown in the list box.


Edit - Navigate to - Element Type
Navigate to→Element Type (Edit Menu)

Related Topics

Searches for a specified element on the active diagram and redisplays the diagram to show that element and its surrounding items.

Dialog box options

List box

Displays the elements to which you can navigate on the active diagram.


Edit - Requery - Element type
Requery→<Element Type> (Edit Menu)

Requeries your choice of any out-of-date elements on the diagram of the specified type.

After requerying, any changes that have been made to the properties of the elements you requery are reflected on the diagram. Any elements you requery that have been deleted from the repository are removed from the diagram.

Dialog box options

List box

Displays the names of all the out-of-date entities on the diagram with an explanation of why each is out of date.

Select All

Selects all the entities shown in the list box.


Edit - Properties
Properties (Edit Menu)

Maintains the properties of an element on the active diagram.

Tip:	You can also open an element dialog box by double-clicking on the element on the diagram.


Version - Check In / Check Out <container>
 Check In / Check Out <container> (Version Menu)

Checks in or checks out a container, depending on whether it is currently checked-in or checked-out. The text for this option is one of the following:

Menu text	Meaning
No Current Container	There are no diagrams open and no container is in use.
Check In <container>	The current container is checked out and can be checked in using this option.
Check Out <container>	The current container is checked in and can be checked out using this option.


Utilities - Database Design Transformer
Database Design Transformer (Utilities Menu)

Creates and maintains database designs based upon entity models recorded in the repository. It creates tables to record instances of each entity, columns to store attributes, and constraints to implement the relationships between entities.

Like the entity model, the database design that is generated is stored in the repository. This model can subsequently be used by other Oracle Designer utilities to generate the SQL statements required to create the database itself.


Container List (Main toolbar)

The Container List identifies the container in which new diagram elements will be created in the repository.

In the Process Modeler, Function Hierarchy Diagrammer and the Dataflow Diagrammer, diagram elements are always created in the same container as the diagram, therefore this field is display only and simply identifies the container in which the active diagram exists.

In the Entity Relationship Diagrammer, where diagrams can contain elements from multiple containers, you use this field to specify the container in which diagram elements will be created. If the container that you want to use is not shown in the dropdown list, click the list button to the right of the dropdown list to see other containers that are visible to your workarea.

Note: The Container List does not display a container name if a diagram is not open.