Synchronizing BPwin and ERwin Models in ModelMart

One of the most important functions of BPwin models is the ability to capture information about how business processes relate to a data processing system. For example, in a BPwin model you can identify which activities use stored data, which entities and attributes are used as process inputs, and which entities and attributes are created or modified by process outputs.

BPwin and ERwin support the EAX (ERwin-to-BPwin) and BPX (BPwin-to-ERwin) file formats to facilitate the exchange of entity and attribute information between a BPwin model and an ERwin diagram outside of ModelMart. The ModelMart Synchronizer, an independent application, provides the same type of functionality as the EAX and BPX file formats for models stored in ModelMart.

Using the ModelMart Synchronizer, you can synchronize:

•	A BPwin model with an ERwin model. Choose this option to associate activities, entities, and attributes in a BPwin model with subject areas, entities, and attributes in a corresponding ERwin model.

•	An ERwin model with a BPwin model. Choose this option to associate entities and attributes in an ERwin model with entities and attributes in a corresponding BPwin model.

The synchronization information is held in the BPwin model objects irrespective of the direction of the synchronization you choose.

Note:	The ModelMart Synchronizer never deletes a BPwin or ERwin object from the ModelMart. It sets, updates, or clears BPwin object properties that reference ERwin objects, and creates new objects in the ERwin or BPwin model when necessary.

Related Topics

  Using the ModelMart Synchronization Wizard


Synchronizing a BPwin Model with an ERwin Model

When you choose this option, the ModelMart Synchronizer searches for a match between:

•	BPwin activities and ERwin subject areas.

•	BPwin entities and ERwin entities.

•	BPwin attributes and ERwin attributes.

The criteria used to match the objects depends on the synchronization option that you select. You can match objects by ModelMart name or ModelMart ID.

The ModelMart Synchronizer maintains a change list of all the changes that need to be made to the ERwin and BPwin models to complete the synchronization.

When a BPwin object matches an ERwin object, the synchronizer add a statement to the change list. The statement updates the BPwin object property that references the ERwin object with the ModelMart ID of the ERwin object. When a BPwin object does not match any existing ERwin object, the synchronizer adds statements to the change list to create the corresponding object in the ERwin model.

When the matching is complete, the synchronizer displays the change list. You can review the change list and accept or cancel changes as necessary.

Note:	The ModelMart Synchronizer synchronizes a BPwin model with the logical ERwin model only. It has no effect on the physical ERwin model.

Related Topics

  Rules for Synchronizing BPwin Activities with ERwin Subject Areas

  Rules for Synchronizing BPwin Entities with ERwin Entities

  Rules for Synchronizing BPwin Attributes with ERwin Attributes


Rules for Synchronizing BPwin Activities with ERwin Subject Areas

The ModelMart Synchronizer synchronizes BPwin activities to ERwin subject areas according to the following rules:

•	The synchronizer matches BPwin activities with ERwin subject area by ModelMart name only. In ModelMart, a BPwin activity object does not include a property that references an ERwin subject area. If a match is found, the synchronizer takes no action. If a match is not found, the synchronizer adds statements to the change list that create a new ERwin subject area for each unmatched BPwin activity.

•	In the BPwin model, if a BPwin activity has one or more entity associations that have at lease one CRUD setting (or one or more attributes with at lease one IRUN setting), the synchronizer adds statements to the change list that include the corresponding ERwin entities in the ERwin subject area.

•	When a BPwin activity is matched to an ERwin subject area by synchronization and a user subsequently changes the name of the subject area in ERwin, a new synchronization generates statements in the change list that create a new subject area in ERwin. The synchronizer cannot synchronize a BPwin activity to a corresponding ERwin subject area if the subject area name is changed.

•	When the synchronizer adds statements to the change list to create a new subject area in ERwin, the statements specify a subject area with a single stored display that takes on the default stored display characteristics. You can manually set stored display characteristics according to your preference after the stored display is created.

Related Topics

  Synchronizing a BPwin Model with an ERwin Model


Rules for Synchronizing BPwin Entities with ERwin Entities

The ModelMart Synchronizer synchronizes BPwin entities to ERwin entities according to the following rules:

•	The synchronizer does not synchronize a BPwin entity that is marked BPwin Only with any ERwin entity, even if it finds a match by ModelMart name or ModelMart ID.

•	When the synchronizer does not match a BPwin entity (either by name or ID) with any existing ERwin entity, it adds statements to the change list that create the corresponding entity in the ERwin model and set the BPEREntity property of the BPwin entity to the ModelMart ID of the newly created ERwin entity.

•	When the synchronizer matches a BPwin entity to an ERwin entity by name (but not by ID), the synchronizer adds statements to the change list that set the BPEREntity property of the BPwin entity to the ModelMart ID of the ERwin entity. It does not add statements to the change list to change the name of the ERwin entity.

•	When you choose to match by name and the synchronizer does not find a match between a BPwin entity and any existing ERwin entity, the synchronizer adds statements to the change list that create a corresponding ERwin entity in the ERwin model. It also adds statements that set the BPEREntity property of the BPwin entity to the ModelMart ID of the newly created ERwin entity. When reviewing changes before completing the synchronization process, you may choose to cancel these statement. If you do, and the BPEREntity property of the BPwin entity is already set to reference another ERwin entity, the BPEREntity property is not overwritten.

•	ERwin entities, created as the result of a synchronization, are placed in the top left corner of the ERwin model. You must manually move each entity to the position you want.

Related Topics

  Synchronizing a BPwin Model with an ERwin Model


Rules for Synchronizing BPwin Attributes with ERwin Attributes

The ModelMart Synchronizer synchronizes BPwin attributes to ERwin attributes according to the following rules:

•	The synchronizer does not synchronize a BPwin attribute that is marked BPwin Only with any ERwin attribute, even if it finds a match by ModelMart name or ModelMart ID.

•	When the synchronizer does not match a BPwin attribute (either by name or ID) with any existing ERwin attribute, it adds statements to the change list that create the corresponding attribute in the ERwin model.

•	When the synchronizer adds statements to the change list that create an attribute in an ERwin model, the statements define the minimal set of attribute properties. Consequently, when you save an ERwin model to ModelMart for the first time following synchronization, the change list in the Change Control Manager shows many changes that involve setting attribute properties, such as datatype, data length, precision, nulls allowed, and so on.

•	When you choose to match by ID and the synchronizer matches a BPwin attribute to an ERwin attribute by ID but not by name, the synchronizer adds statements to the change list that change the ERwin attribute name to the BPwin attribute name. However, you can cancel this change when you review changes before completing the synchronization.

Related Topics

  Synchronizing a BPwin Model with an ERwin Model


Synchronizing an ERwin Model with a BPwin Model

When you choose this option, the ModelMart Synchronizer searches for a match between:

•	ERwin entities and BPwin entities.

•	ERwin attributes and BPwin attributes.

The criteria used to match the objects depends on the synchronization option that you select. You can match objects by ModelMart name or ModelMart ID.

The synchronizer maintains a change list of all the changes that need to be made to the ERwin and BPwin models to complete the synchronization.

When the synchronizer matches an ERwin object with a BPwin object, it add a statement to the change list. The statement updates the BPwin object property that references the ERwin object with the ModelMart ID of the ERwin object. When the synchronizer does not match an ERwin object with any existing BPwin object, it adds statements to the change list to create the corresponding object in the BPwin model.

When the matching is complete, the synchronizer displays the change list. You can review the change list and accept or cancel changes as necessary.

Note:	The synchronizer does not update BPwin entity and attribute names when corresponding ERwin entity and attribute names change. In BPwin, entity and attribute names are not bounded, therefore the synchronizer cannot implement the name change.

The synchronizer synchronizes the logical ERwin model with a BPwin model only. It has no effect on the physical ERwin model.

Related Topics

  Rules for Synchronizing ERwin Entities with BPwin Entities

  Rules for Synchronizing ERwin Attributes with BPwin Attributes


Rules for Synchronizing ERwin Entities with BPwin Entities

The ModelMart Synchronizer synchronizes ERwin entities to BPwin entities according to the following rules:

•	When the synchronizer matches an ERwin entity by ID (but not by name) with an existing BPwin entity, it does not add statements to the change list that update the BPwin entity name.

•	When the synchronizer does not match an ERwin entity (either by name or ID) with any existing BPwin entity, it adds statements to the change list that create the corresponding entity in the BPwin model. The synchronizer does not provide any CRUD information for the newly created BPwin entity and the entity is not associated with any BPwin activity.

Related Topics

  Synchronizing an ERwin Model with a BPwin Model


Rules for Synchronizing ERwin Attributes with BPwin Attributes

The ModelMart Synchronizer synchronizes ERwin attributes to BPwin attributes according to the following rules:

•	When the synchronizer matches an ERwin attribute by ID (but not by name) with an existing BPwin attribute, it does not add statements to the change list that update the BPwin attribute name.

•	When the synchronizer does not match an ERwin attribute (either by name or ID) with any existing BPwin attribute, it adds statements to the change list that create the corresponding attribute in the BPwin model. The synchronizer does not provide any IRUN information for the newly created BPwin attribute.

Related Topics

  Synchronizing an ERwin Model with a BPwin Model


Starting the ModelMart Synchronizer

You can start the ModelMart Synchronizer in two ways:

•	As an independent application. The BPwin, ERwin, and ModelMart program groups contain a ModelMart Synchronizer icon that you can use to start the ModelMart Synchronizer.

•	From within BPwin. In BPwin, if you have established a connection to ModelMart, you can click the ModelMart Synchronizer button on the ModelMart toolbar to open the ModelMart Synchronizer.

Note:	If you start the ModelMart Synchronizer and you already have an ERwin or BPwin connection to ModelMart, the ModelMart Synchronizer uses that connection. The Connect button in the main ModelMart Synchronizer dialog changes to Disconnect when an existing connection to ModelMart is detected.

Related Topics

  To start the ModelMart Synchronizer


To start the ModelMart Synchronizer

•	Choose one of the following:

•	In Windows 95 or Windows NT version 4.0, click Start, point to Programs, then <Logic Works Program Group>, then click ModelMart Synchronizer.

•	In Windows NT version 3.51, open the <Logic Works Program Group> and double-click the ModelMart Synchronizer icon.

The main ModelMart Synchronizer window opens.

Note:	The <Logic Works Program Group> mentioned above can be Logic Works BPwin 2.02, Logic Works ERwin_ERX 3.5, or Logic Works ModelMart Manager.

If you have BPwin open, and a connection to ModelMart established, you can click the ModelMart Synchronizer button [image] on the ModelMart toolbar to start the ModelMart Synchronizer.


Using the ModelMart Synchronizer

When you start the ModelMart Synchronizer the main window is displayed. See Starting the ModelMart Synchronizer  for more information.

You can synchronize a BPwin model in ModelMart with an ERwin model in ModelMart or vice-versa using the following steps:

1.	Connect to the ModelMart that contains the models you want to synchronize. More>>

2.	Choose the direction of synchronization ERwin diagram to BPwin model or BPwin model to ERwin diagram. More>>

3.	Select the BPwin model and ERwin diagram you want to synchronize. More>>

4.	Select the method of synchronization, that is match objects by ModelMart Name or by ModelMart ID. More>>

5.	Click the Sync Now button to start the synchronization process. The ModelMart Synchronizer displays the ModelMart Change Control Manager with a list of changes that must be made to synchronize the models.

6.	Review the changes and cancel them as required. More>>

7.	Click OK when you are satisfied with the changes in the change list.

Related Topics

  Synchronizing BPwin and ERwin Models in ModelMart


To connect to ModelMart

1.	Click the Connect button in the main ModelMart Synchronizer window. The ModelMart Connection Manager dialog displays.

2.	Enter your login name and password for the ModelMart database.

3.	Choose one of the following:

•	Click the Advanced button, and select your ModelMart connection settings from the History list, if you had typed the ModelMart connection information previously.

•	Click the Advanced button, and specify the ModelMart connection information as follows:

•	If the ModelMart is installed in a Microsoft SQL Server or Sybase DBMS:

Select the appropriate DBMS version and connection library (for example, SQL Server Vers. 6 - using db-lib) in the Host DBMS box.

Type the server name (for example, sql6) in the DBMS Connection box.

Type the name of the database that contains the ModelMart Control Tables (for example, erwinmm) in the ModelMart Master Database box.

•	If the ModelMart is installed in an Oracle DBMS:

Select the appropriate DBMS version (for example, Oracle Vers. 7.x) in the Host DBMS box.

Type the connection string (for example, mm.world) in the DBMS Connection box.

•	If the ModelMart is installed on an INFORMIX server:

Select the appropriate DBMS version (for example, INFORMIX version 7/9.xx) in the Host DBMS box.

Type the name of the ODBC data source you are using to access the INFORMIX database in the DBMS Connection box.

4.	Click OK. A connection with the selected server is established.

Note:	If you start the ModelMart Synchronizer from BPwin or ERwin, the ModelMart Synchronizer uses the BPwin or ERwin connection and you do not have to log on to ModelMart again. The Connect button in Step 1 above changes to Disconnect when a connection between the ModelMart Synchronizer and the ModelMart is active.

Related Topics

  Using the ModelMart Synchronizer


To set the direction of synchronization

•	Choose one of the following options in the Operation group box:

•	To associate activities, entities, and attributes in a BPwin model with subject areas, entities, and attributes in a corresponding ERwin model, choose Update ERwin Diagram from BPwin Model. See Synchronizing a BPwin Model with an ERwin Model  for more information.

•	To associate entities, and attributes in an ERwin model with entities and attributes in a corresponding BPwin model, choose Update BPwin Model from ERwin Diagram. See Synchronizing an ERwin Model with a BPwin Model  for more information.

Related Topics

  Using the ModelMart Synchronizer


To select the BPwin and ERwin models to synchronize

1.	Click the Browse button next to the BPwin Model to Synchronize From or the ERwin Diagram to Synchronize From box in the Files to Synch group box. The Open ModelMart Model dialog is displayed.

2.	Select the libaray that contains the model you want to synchronize from, then select the model and click OK.

3.	Click the Browse button next to the ERwin Diagram to Update or the BPwin Model to Update box in the Files to Synch group box. The Open ModelMart Model dialog is displayed.

4.	Select the libaray that contains the model you want to synchronize to, then select the model and click OK.

Related Topics

  Using the ModelMart Synchronizer


To select the method of synchronization

1.	Click the Options button in the ModelMart Synchronizer window. The Synchronizer Options dialog is displayed.

2.	Choose one of the following options:

•	To match BPwin and ERwin model objects by ModelMart ID, click ID in the Match By group box.

•	To match BPwin and ERwin model objects by ModelMart name, click Name in the Match By group box.

Note:	If you click ID in the Match By group box, the synchronizer searches for a match first by ModelMart Object ID, then by ModelMart Object name.

Related Topics

  Using the ModelMart Synchronizer


Reviewing the Model Changes Required for the Synchronization

In the ModelMart Change Control Manager - Review Changes dialog, you can view the changes that the ModelMart Synchronizer must apply to the models in ModelMart in order to complete the synchronization. This dialog is similar to the standard ModelMart Change Control Manager. You can:

•	Filter a change list

•	Cancel changes in a change list

•	Find items in a change list

•	View the currently selected search criteria

•	View information about a change statement in a change list

•	Generate a report on the change list information

Related Topics

  Synchronizing BPwin and ERwin Models in ModelMart


Filtering a Change List

You can filter a change list in the ModelMart Change Control Manager using one or more of the following toolbar buttons:

•	 Show Details. Click this button to display or hide detail-level changes.

•	 Show Graphical Changes. This option is not applicable in the ModelMart Synchronizer.

•	 Show Conflicts Only. This option is not applicable in the ModelMart Synchronizer.

Related Topics

  Reviewing the Model Changes Required for the Synchronization


top-level change

A primary change to a BPwin model in Modelmart (such as, creating an activity) or an ERwin diagram in ModelMart (such as, creating an entity).


detail-level change

A change subordinate to a top-level change that is automatically applied to maintain the integrity of the model.


Canceling Changes in a Change List

In a change list, changes shown in black are changes that will be saved to the ModelMart when you save the model. Changes shown in red are changes that will not be saved to the ModelMart.

You can change the status (canceled or accepted) of each top-level change in the change list. When you change the status of a top-level change, the status of all related detail-level changes are changed accordingly. Changes that are not top-level changes are always unavailable (dimmed).

You can use SHIFT+click or CTRL+click to select multiple change items in a change list, then click the Toggle button [image] to change the status of all the items collectively. This feature is particularly useful when working with long change lists.

Related Topics

  To cancel changes in a change list

  Reviewing the Model Changes Required for the Synchronization


To cancel changes in a change list

1.	Review the change list and decide which changes you want to save or cancel.

2.	Use one of the following methods to cancel the changes that you do not want to save to ModelMart:

•	Double-click on a top-level change statement.

•	Right-click on a top-level change statement and choose Toggle from the shortcut menu.

•	Use SHIFT+click and CTRL+click to select multiple, top-level changes in the change list, then click the Toggle button [image].

When you apply the methods above, accepted changes (black) are canceled (red), and canceled changes (red) become accepted (black). If you change your mind, you can repeat the action above to reverse the change.

3.	Click the Continue button [image]. The changes marked in black are committed to the master model in ModelMart and the changes marked in red are discarded.


Finding Items in a Change List

The ModelMart Change Control Manager includes a search feature that you can use to quickly find information in a change list.

The find feature uses the fact that each change item has a format similar to that shown in the figure below. You can enter search criteria for one or more of the components of a change item.

When you click the Find in Script button [image] in the ModelMart Change Control Manager toolbar, the ModelMart Find in Script dialog is displayed. The ModelMart Find in Script dialog contains a number tabs in which you can specify search conditions for the various components of a change statement in a change list. Each tab corresponds with one of the change item components identified in the figure above.

By specifying search criteria in many different tabs, you can customize your search criteria to find the most specific list of items in the change list. When you start the search, all change statements that match the search criteria are marked found by the match symbol ( [image]).

You can click the Find First or Find All buttons to begin the search. If you click the Find First button, the name of the button changes to Find Next after the first match so that you can search for subsequent match items.

There are also two generic options in the ModelMart Find in Script dialog:

•	Hide Unmatched. Select this check box to hide all items that do not match the search criteria. When you select this option, you must use the Find All button. The Find First button is unavailable (dimmed) in this context.

•	Select Matched. Select this check box to have matched items selected (highlighted). If you click the Find All button with this option selected, all matched items are highlighted. This option is useful if you want to toggle a set of related change statements.

Related Topics

  Specifying Search Criteria for a Change Statement Component

  Reviewing the Model Changes Required for the Synchronization


Specifying Search Criteria for a Change Item Component

You can specify search conditions for a specific change statement component in the corresponding tab in the ModelMart Find in Script dialog:

•	Type. Select the types of change that you want to find in the current change list. For example, find all change statements with the Create type.

•	Class. Select the classes that you want to find in the current change list. For example, find all change statements that apply to the Entity class.

•	Object. Select the objects that you want to find in the current change list. For example, find all change statements that apply to the Customer.number object.

•	Property. Select the properties that you want to find in the current change list. For example, find all change statements that include the BPwin index property.

Each tab contains the following controls which you use to set the search criteria:

•	List of possible change statements. This list shows the items you can search for in the current change list. For example, the Class tab shows a list of all classes referenced in the change list. You can select a class, or multiple classes (using SHIFT+click or CTRL+click) to find items in the change list that reference one of the selected classes.

•	Find non-matches. Select this box to find items in the change list that match one of the unselected items in the list above. In the Filter dialog, this condition is identified by the letters NE which stands for “not equal to”.

•	Cancel. Click this button to clear all items selected in the list above.

Note:	An asterisk (*) is displayed next to the tab label when the tab contributes to the current search criteria. When you click the Cancel button, the asterisk next to the tab label is removed indicating that it no longer contributes to the search criteria.

Related Topics

  To find an item in a change list

  Reviewing the Model Changes Required for the Synchronization


To find an item in a change list

1.	Click the Find in Script button [image].

2.	Choose one or more of the following:

•	To search for one or more change statements of a specific type, for example Create, click the Type tab, then select one or more of the types you want to find in the Type list box.

•	To search for one or more change statements that apply to a specific class, for example Entity, click the Class tab, then select one or more of the classes you want to find in the Classes list box.

•	To search for one or more change statements that apply to a specific object, for example the STORE.store-id object, click the Object tab, then select one or more object from the Object list box.

•	To search for one or more change statements that apply to a specific property, for example the ‘Rectangle’ feature property, click the Property tab, then select one or more properties in the Property list box.

3.	Choose one of the following:

•	To find the first item in the change list that matches the criteria you have specified in the tabs, click the Find First button. The button name changes to Find Next after the first change statement match.

•	To find and mark all the items in the change list that match the criteria you have specified in the tabs, click the Find All button.

Matched items are marked with the match symbol ( [image]) which is displayed to the left of the change statement in the change list.

Note:	In Step 2 above, on each tab you can select the Find Non-matches check box to search for the unselected items in the list box on the respective tab.


Viewing the Currently Selected Search Criteria

Once you specify the search conditions, you can use the Filter Text [image] button to view the currently selected search conditions in the Filter dialog.

Each line in the filter dialog corresponds to a search condition defined on one of the tabs in the ModelMart Find in Script dialog.

If you change any of the search conditions while the Filter dialog is displayed, the Filter dialog is automatically updated.

If your search includes more than one component, the letters OR appear between the components in the Filter dialog. If you select the Find non-matches check box in a tab, the letters NE denoting “not equal to” appear next to the selected component in the line corresponding to that tab.

Related Topics

  To view the currently selected search criteria

  Reviewing the Model Changes Required for the Synchronization


To view the currently selected search criteria

•	Click the Filter Text button [image] on the ModelMart Change Control Manager toolbar. ModelMart opens the Filter dialog which shows the currently selected search criteria.

Note:	In the Filter dialog, OR denotes search criteria including more than one change component. NE denotes “not equal to” meaning that the search includes all components except the component labeled NE.


Viewing Information about a Change Statement in a Change List
Viewing Information about a Change in a Change List

In a single-panel change list, when you right-click on a change statement and choose More Information from the shortcut menu, the ModelMart Change Information dialog shows a two-column list:

•	The first column shows the properties of the change statement.

•	The second column shows the value of each property.

Click here for an example.

While the ModelMart Change Information dialog is displayed, you can click any change in the Change List and the ModelMart Change Information dialog is updated to reflect the selected change.

If the change item you select is a detailed-level change, a Parents property is displayed in the property list. The value of the Parent property is a hot link to the change that caused the detail-level change. Similarly, if the change item you select is a top-level change that causes other changes in the change list, a Children property is displayed in the property list. The value of the Children property is one or more hot links to related child change statements.

Note:	To display information about an item in a change list, you can also click on the change item to select it, then click the Open Info Window button [image] on the ModelMart Change Control Manager toolbar.

Related Topics

  To view information about a change in a change list

  Reviewing the Model Changes Required for the Synchronization


To view information about a change statement in a change list
To view information about a change in a change list

•	Choose one of the following:

•	Select the change statement, then click the Open Info Window button [image].

•	Right-click on the change statement and choose More Information from the shortcut menu.


Saving a Local Copy of a Model that Includes Synchronization Changes

While reviewing the changes required for synchronization you can click the Save Local [image] button   on the ModelMart Change Control Manager Toolbar to save a local copy of the ERwin or BPwin model being updated by the synchronization. In this way, you can review the effect of the synchronization changes without saving them to the ModelMart. At a later time, you can merge the changes in your local copy of the model back into the master model in the ModelMart.

Related Topics

  To save a local copy of a model that includes synchronization changes


To save a local copy of a model that includes synchronization changes

1.	Click the [image] on the ModelMart Change Control Manager toolbar or choose Save Local from the File menu. The appropriate Save As dialog is displayed.

2.	Select a directory and type a name for the new model file.

3.	Click OK.


Creating a ModelMart Change Control Manager Report

In the ModelMart Change Control Manager, you can open the Report Browser to generate reports on the ModelMart model changes shown in the change list.

When you click the Report Browser button [image] in the ModelMart Change Control Manager toolbar, the Report Browser opens and displays a Script Reports folder in the tree control. The Script Reports folder contains two reports:

•	Script. A report on the top-level changes shown in the change list.

•	Script with Details. A report on the top-level and detail-level changes in the change list.

Double-click on a report to generate a results set.

Related Topics

  To create a ModelMart Change Control Manager report

  Sample ModelMart Change Control Manager Report

  ModelMart Change Control Manager Report Content


To create a ModelMart Change Control Manager report

1.	Click the Report Browser button [image] in the ModelMart Change Control Manager toolbar.

2.	In the Report Browser tree control, open the Script Reports folder.

3.	Choose one of the following

•	Double-click on the Script report to get a result set with information about the top-level changes in the change list.

•	Double-click on the Script with Details report to get a result set with information about top-level and detail-level changes in the change list.

4.	Use the Report Browser’s extensive range of features to format, print, export, or find information in the result set. See Customizing a Result Set View  for more information.


ModelMart Change Control Manager Report Content

The content of all ModelMart Change Control Manager reports is similar. The following columns are displayed in a result set generated by a ModelMart Change Control Manager report:

•	Operation. The operation that characterizes the change, such as create, update, delete and so on.

•	Class. The class of the object being changed.

•	Object. The name of the object being changed.

•	Property. The property of the object being changed.

•	Value. The value to which the property is being changed.

•	Cancelled. A flag that indicates that a change is cancelled (displayed in red text) in the change list).

•	Prohibited. A flag that indicates a change is prohibited, typically because the user making the change does not have the required permissions in their ModelMart security profile.

The following columns are also included in the result set, but are hidden in the default report format:

•	Class Id. The ModelMart Id of the class of the object being changed.

•	Object Id. The ModelMart Id of the object being changed.

•	Object Name. The ModelMart name of the object being changed.

You can easily make these columns visible. See Specifying Column Options for a Result Set for more information.

Related Topics

  Sample ModelMart Change Control Manager Report


Sample ModelMart Change Control Manager Report

The report shown below is an example of a ModelMart Change Control Manager report.

Related Topics

  ModelMart Change Control Manager Report Content


Exiting the ModelMart Change Control Manager

You can click the Cancel button [image] on the ModelMart Change Control Manger toolbar to exit the ModelMart Change Control Manager. When you choose this option, none of the changes in the change list are saved to the master model in ModelMart. However, your copy of the BPwin model in ModelMart, remains open.


Creating a ModelMart Security Manager Report

When you click the Report button in the ModelMart Security Manager dialog, the Report Browser opens. The tree control in the Report Browser displays a Security Reports folder that contains one predefined Security Report. When you double-click on the Security Report icon in the tree control, the Report Browser generates the result set that provides information about the security profiles assigned to each ModelMart user and the permissions associated with those profiles.

After you generate the report, you can use the Report Browser features to customize the appearance of a result set, find one or more specific items in the result set, print the result set, or export the result set. See Customizing a Result Set View  for more information.

Note:	You can also generate a report on changes you have made using the ModelMart Security Manager. See Creating a ModelMart Change Control Manager Report for more information.

Related Topics

  ModelMart Security Manager Report Information

  To create a ModelMart Security Manager Report

  Sample ModelMart Security Manager Report


To create a ModelMart Security Manager Report

1.	In the ModelMart Security Manager dialog, click the Report button. The Report Browser opens.

2.	In the Report Browser tree control, open the Security Reports folder.

3.	Double-click on the Security Report icon. The Report Browser generates a result set that contains information about the security profile assigned to each ModelMart user and the permissions granted by each secuirty profile.

Related Topics

  Sample ModelMart Security Manager Report


ModelMart Security Manager Report Information

The standard Security Report generates a result set with the following information:

•	User Name. The name of the ModelMart user. For example, JSMITH.

•	Object Class Name. The class of the object. For a ModelMart Security Manager Report, this is always ModelMart.

•	Object Name. The name of the object. For example, Current ModelMart.

•	Profile Name. The security profile name. For example, Architect.

•	Profile Description. A description of the security profile. For example, A profile assigned to a lead modeler.

•	Permission Type Name. The name of the permission in a security profile. For example, Create Diagram.

•	Granted. The permission status; 1 indicates the permission is granted, blank indicates the permission is not granted.

Related Topics

  Sample ModelMart Secuirty Manager Report


Sample ModelMart Security Manager Report

The report shown below is an example of a ModelMart Security Manager report.

Related Topics

  ModelMart Security Manager Report Information


Report Browser

Click this button on the toolbar to open the Report Browser.


The Report Browser Workplace

The main Report Browser window is divided into six areas as follows:

•	Menu Bar. Contains menus for accessing Report Browser functions. See Report Browser Menu Options and Toolbar Controls  for more information.

•	Toolbar. Contains a number of buttons and a list for the currently selected result set. This list displays the twenty most recently generated reports or report views. See Report Browser Menu Options and Toolbar Controls  for more information.

•	Tree Control. Shows the various reports and corresponding result sets in a hierarchical structure. The caption bar above the tree control shows the currently selected root node of the tree. See Tree Control  for more information.

•	Result Set Area. Displays the actual result set generated by a report. The caption bar above the result set area displays information about the currently displayed result set.

•	Description Area. Shows a description of the currently selected report or customized report view. For ERwin reports, the description in this area is the same as the description you enter on the Definition Tab of the ERwin Report Editor when you are creating or editing an ERwin report.

•	Tree Control Toolbar. Contains four buttons for managing the items in the tree control. See Navigating and Managing the Tree Control  for more information.

Related Topics

  Report Browser Menu Options and Toolbar Controls


Report Browser Menu Options and Toolbar Controls

The menu bar and toolbars in the main Report Browser window provide the controls you can use to generate and work with reports. When you position the cursor over a toolbar button, ToolTip text explaining the function of the toolbar button displays.

You can use the Tree Control Toolbar, located below the Description area to customize your view of the tree, delete items in the tree control, or edit ERwin reports.

Related Topics

  Summary of Report Browser Menu Options and Toolbar Controls


Summary of Report Browser Menu Options and Toolbar Controls

The table below briefly explains the purpose of each Report Browser menu option, identifies the corresponding toolbar control, and explains where to get more information. Not every menu option has a corresponding toolbar control and vice-versa.

Menu	Option	Toolbar Control	Use this option or control to:
File	New ERwin Report		Create a new ERwin report or a new folder.
File	New Folder		Create a new report folder. See To create a new report folder  for more information.
File	Save View		Save a customized view of a report. See Saving a Report View  for more information.
File	Execute Report		Generate the selected report.
File	Save Changes		Save changes to a cell in an editable report.
		Most recently generated reports list.	Displays the name of the currently selected report or report view. You can choose one of the 20 most recently generated reports or report views, then click the execute report button to generate it.
File	Print		Print the selected result set. See Printing a Result Set  for more information.
File	Print Preview		Preview a result set before printing. See Previewing a Result Set  for more information.
File	Export		Export a result set in CSV or HTML format or export to RPTwin, or to an application that supports DDE. See Exporting a Result Set  for more information.
File	Exit		Exit the Report Browser.
Edit	Report Format		Specify the column and sort options for a result set. See Specifying Column Options for a Result Set  and Specifying Column Sort Order and Sort Type  for more information.
			Edit the selected ERwin report.
Edit	Icons		Assign icons to values in a result set. See Assigning an Icon to a Result Set Value  for more information.
Edit	Copy		Copy the current result set to the Windows Clipboard.
Edit	Paste		Paste text from the Clipboard into a cell in an editable report.
Edit	Delete		Delete the selected report, report format, or empty report folder.
Search	Find		Specify search conditions for the current result set and find the rows that satisfy them. See Finding Items in a Result Set  for more information.
			Find the next row in the result set that satisfies the current search conditions. See Finding Items in a Result Set  for more information.
Search	Available Reports		Show the reports available to the selected result set row. See Using a Result Set Row to Generate a Report  for more information.
View	Folders		Display/Hide the tree control.
View	Reports by Category		Display the reports by category. When you choose this item, the General folder becomes the root node of the tree control. The ModelMart <NAME> folder is hidden. See Using the Report Browser with ModelMart  for more information.
View	Reports by ModelMart Object		Display the reports by ModelMart object. When you choose this item, the ModelMart <NAME> folder becomes the root node of the tree control. The General folder is hidden. See Using the Report Browser with ModelMart  for more information.
View	History		Display all the result sets generated during the current ERwin and ModelMart sessions, in chronological order. See To display a history of generated result sets  for more information.
			Display the result set that supplied the parameter values used to generate the currently displayed result set. See Using a Result Set Row to Generate a Report  for more information.
ERwin Reports	New Report File		Create a new ERwin Reports (.erp) file that does not include any existing ERwin Reports.
ERwin Reports	Open Report File		Open a different ERwin Reports (.erp) file.
ERwin Reports	Save Report File As		Save your ERwin reports to a new ERwin Reports (.erp) file.
ERwin Reports	Copy Report to ModelMart		Save the currently selected report in ModelMart as a shared ERwin report so that it is available to all ModelMart users.
ERwin Reports	Copy Report to Local File		Save the currently selected shared ERwin report in the ERwin Reports (.erp) file.
Help	About Report Browser		Display general information about the Report Browser.
			Collapse the tree to show only the top-level folders. See To collapse all open folders in the tree control  for more information.
			Make the selected folder the root of the tree. See To make the selected folder the root node  for more information.
			Make the parent folder of the selected folder the root of the tree. See To move the root node up one level  for more information.


Tree Control

The tree control displays the Report Browser reports and result sets as an indented outline based on their logical hierarchical relationship. The caption bar above the tree control shows the currently selected root node of the tree.

When you are using ERwin without a ModelMart connection, the tree control shows one node called ERwin Reports <ERP filename>. This is the base node for a hierarchy of folders containing existing ERwin reports, customized report views, and result sets. When you click the expand symbol [image] next to the ERwin Reports node, it expands to show folders of predefined reports organized by category. The Report Browser shows a folder for each report category in which one or more reports exist. Click the expand symbol next to a report category folder to view the reports in that category.

The meaning of each tree control symbol is shown below:

•	 Report Folder

•	 Report

•	 Editable Report

•	 Result Set

•	 Report View

Related Topics

  Shortcut Menus for Tree Control Objects


Shortcut Menus for Tree Control Objects

The Report Browser provides shortcut menus for the objects displayed in the tree control. The table following shows the shortcut menu options for each object type:

Object Type	Shortcut Menu Options	Function
Folder ( [image]) (user created folders only)	Rename ‘<folder name>’	Enables you to edit the <folder name>.
Report ( [image]) or Editable Report ( [image])	Edit ERwin Report ‘<report name>’	Opens the ERwin Report Editor dialog.
	Execute Report ‘<report name>’	Run the selected report.
	Rename ‘<report name>’	Enables you to edit the selected <report name>.
Result set ( [image])	Edit report format for ‘<report name>’	Opens the Report Format dialog.
	Print result set ‘<result set name>’	Sends the selected result set to a local printer.
	Preview result set ‘<result set name>’	Opens the Print Preview dialog.
	Rename ‘<result set name>’	Enables you to edit the selected <result set name>
View ( [image])	Execute report ‘<report view name>’	Generate a report in a format defined by the view.
	Rename ‘<report view name>’	Enables you to edit the selected <report view name>
Related Topics

  Navigating and Managing the Tree Control


Navigating and Managing the Tree Control

You can customize what you see in the tree control using a variety of controls and toolbar buttons. You can:

•	Expand ( [image]) or collapse ( [image]) each folder.

•	Collapse all open folders.

•	Make any folder the root node of the tree control.

•	Move the root up one level, that is, make the parent of the current root the new root of the tree. The Make Parent Folder the Root button [image] is not available (dimmed) when the complete tree is visible (that is, when the tree control caption is "All reports").

•	Create a new report folder.

•	Delete a report ( [image]), a customized report view ( [image]), a result set ( [image]), or an empty report folder ( [image]).

The tree control toolbar below the description area in the main window contains a number of buttons to help you manage the items in the tree control. See Summary of Menu Options and Toolbar Controls  for more information.

Related Topics

  Shortcut Menus for Tree Control Objects

  To display all report folders

  To collapse all open folders in the tree control

  To make the selected folder the root node

  To move the root node up one level

  To create a new report folder

  To delete an item from the tree control


To display all report folders

•	Click the [image] button until the button is dimmed.

Note:	You do not have to select the current root before you click the [image] button.


To collapse all open folders in the tree control

•	Click the [image] button. The tree control shows only the first level of folders.


To make the selected folder the root node

1.	Click on the folder in the tree control that you want to make the root node.

2.	Click the [image] button. The folder you selected becomes the root node.


To move the root node up one level

•	Click the [image] button. The parent folder of the currently selected root node becomes the new root node of the tree.


To create a new report folder

1.	Click on the folder where you want to insert the new folder.

•	If you want the new folder to be at the same level as the selected folder, make sure the selected folder is collapsed, that is, has a [image] symbol next to it.

•	If you want the new folder to be a child of the selected folder, click on the [image] symbol next the selected folder to expand it.

2.	Choose New Folder on the File menu. The Report Browser adds a new folder to the tree control. By default, the folder is assigned the name New Folder.

3.	Type a new name and press ENTER.


To delete an item from the tree control

1.	Click on the item in the tree control that you want to delete.

2.	Click the [image] button. The selected item is deleted.

Note:	A folder must be empty before you can delete it.

You cannot delete a ModelMart object.

You can delete a predefined report in the General or ModelMart <Name> folder to remove it from the tree control, but it remains in the ModelMart and other users can access it when they open the Report Browser.


Displaying a History of Result Sets

You can display a list of all the result sets generated in the current ERwin and ModelMart sessions in chronological order. When you choose History on the View menu, or click the Display browser history button [image], the Report Browser open the Result set History dialog so that you can choose to display or delete one or more of the result sets generated during the current ERwin or ModelMart session.

When you double-click on a result set in the History dialog, the result set is displayed in the Result set area and the icon for that result set is highlighted in the tree control. This is an easy way to locate the result set icon that corresponds to a result set.

The purpose of each control in the Result Set History dialog is explained below:

•	Result set list. Lists the result sets generated during the current ERwin and Modelmart sessions in chronological order.

•	Display. Displays the result set selected in the result set list.

•	Delete. Deletes the result set selected in the result set list.

•	Close. Closes the dialog.

Related Topics

  To display a history of generated result sets


To display a history of generated result sets

1.	Click the [image] button or choose History on the View menu to open the Result Set History dialog.

2.	Select the result set you want to view.

3.	Choose one or more of the following options:

•	To view the result set in the Browser, click the Display button. The Report Browser displays the selected result set and selects the result set icon in the tree control.

•	To delete the result set, click the Delete button.

4.	Click the Close button to close the Result Set History dialog.


Customizing a Result Set View

You can change the formatting of the result set displayed in the Browser, including:

•	The order in which columns are displayed.

•	The appearance of each column (visible or hidden, bold, grayed).

•	The column headings.

•	The order in which the rows are displayed.

•	Whether or not certain rows are displayed. See Finding Items in a Result Set  for more information.

•	The icons associated with report values. See Assigning an Icon to a Result Set Value  for more information.

Once you have made your changes and you are satisfied with the way the results are presented, you can save them in a named report view. The report view ( [image]) appears in the tree control, and you can generate it just like a predefined report. This means that the work of developing an effective presentation needs to be done only once. A single report can have many views, and you can switch between views without regenerating your result set. See Saving a Report View  for more information.

Related Topics

  Specifying Column Options for a Result Set

  Specifying Column Sort Order and Sort Type

  Assigning an Icon to a Result Set Value

  Finding Items in a Result Set

  Hiding Rows That Do Not Match the Search Criteria


Specifying Column Options for a Result Set

When you choose Report Format on the Edit menu, or click the [image] button in the toolbar, the Report Browser displays the column and sort options dialog. Using the controls in the Column Options tab, you can customize your view of the result set to:

•	Select only the columns that you want in the result set.

•	Change the order of columns in the result set.

•	Change the appearance of the columns in a result set.

•	Change the heading for a result set.

The purpose of each control in the Column Options tab is explained below:

•	Column. Displays the columns in the selected report. Select the check box next to each column you want to include in the result set. Clear the check box next to each item you do not want to appear in the report. The option selected in the Option list described below determines the display characteristics of the selected columns in the Columns list.

•	Move Up. Click this button to move the currently selected column up one place in the Column list.

•	Move Down. Click this button to move the currently selected column down one place in the Column list.

•	Heading. Click this button to open the Column Heading dialog. You can edit the column heading for the currently selected column.

•	Option. Select a column display option, then select the check box next to each column in the Column list to which you want to apply the option. The options are:

•	Visible. Select the check box next to each column in the list that you want to be displayed. Clear the check box next to the columns you want hidden.

•	Popup. Select to display the content of a column in a popup box.

•	Bold. Select the check box next to each column in the list that you want to be bold.

•	Grayed. Select the check box next to each column in the list that you want to be grayed.

Related Topics

  To select the columns to include in the result set

  To change the order of columns in a result set

  To change the appearance of one or more columns in a result set

  To change a column heading in a result set


To select the columns to include in the result set

1.	Double-click on a report to display the result set.

2.	Click the [image] button in the toolbar or choose Report Format on the Edit menu to open the column and sort options dialog.

3.	Click on the Column Options tab if not already selected.

4.	Choose the Visible option in the Option list.

5.	Select the check box next to each column that you want to appear in the result set.

6.	Click OK. The Report Browser redisplays the result set, which now contains only the columns you specified.


To change the order of columns in a result set

1.	Double-click on a report to display the result set.

2.	Click the [image] button in the toolbar or choose Report Format on the Edit menu to open the column and sort options dialog.

3.	Click on the Column Options tab, if not already selected.

4.	Click on a column, then click the Move Up or Move Down buttons to move the column to the position you want in the result set view.

5.	Repeat Step 3 above for other columns until you get the column order you want in the result set view.

6.	Click OK. The Report Browser redisplays the result set with the columns in the order you specified.


To change the appearance of one or more columns in a result set

1.	Double-click on a report to display the result set.

2.	Click the [image] button in the toolbar or choose Report Format on the Edit menu to open the column and sort options dialog.

3.	Click the Column Options tab.

4.	Select the column display option in the Option list (for example, Bold).

5.	Select the check box next to each column to which you want to apply the column display option. Clear the check box next to each column to remove the display option from that column.

6.	Optionally, repeat Steps 3 and 4 to apply another column display option to a column (for example, Grayed).

7.	Click OK. The Report Browser redisplays the result set which shows the columns with the new column display options applied.


To change a column heading in a result set

1.	Double-click on a report to display the result set.

2.	Click the [image] button in the toolbar or choose Report Format on the Edit menu to open the column and sort options dialog.

3.	Click the Column Options.

4.	Click the column name that you want to change.

5.	Click the Heading button to open the Column Heading dialog.

5.	Type the heading that you want to assign to the result set column in the Column Heading box.

6.	Click OK. The Report Browser displays the result set with the column heading you assigned.


Specifying Column Sort Order and Sort Type

When you choose Report Format on the Edit menu or click the Options button [image] in the toolbar, the Report Browser displays the column and sort options dialog. Using the controls in the Sort tab, you can customize your view of the result set by:

•	Sorting the result set on a specific column and changing the sort type (ascending or descending) for that column.

•	Sorting on more than one column.

•	Changing the order of the sorted columns.

The purpose of each control in the Sort tab is explained below:

•	Columns. Select the check box next to each column that you want to sort in the result set rows. The columns you select are placed in the Sort Columns list.

•	Sort Columns. Shows the columns in the result set rows that are sorted, the sort type (ascending [image] or descending [image]) for each column, and the order in which column sorting is done when sorting on more than one column. The first column in the list is sorted first, the second column is sorted second, and so on.

•	Move Up. Click this button to move the selected column up one place in the Column Sort list.

•	Move Down. Click this button to move the selected column down one place in the Sort Columns list.

•	Ascending. Click this button to sort the selected column in ascending order.

•	Descending. Click this button to sort the selected column in descending order.

Related Topics

  To sort a result set on one or more columns


To sort a result set on one or more columns

1.	Double-click on a report to display the result set.

2.	Click the [image] button in the toolbar or choose Report Format on the Edit menu to open the column and sort options dialog.

3.	Click on the Sort tab.

4.	Select the check box next to the column in the Columns list box that you want to sort in the result set. The Report Browser displays the column you select in the Sort Columns list. By default, each new sort column is automatically assigned an ascending order sort type indicated by the [image] symbol next to the column.

5.	Repeat Step 4 for each column that you want to sort on.

6.	Optionally, select a column in the Sort Columns list and click the order type button (ascending [image] or descending [image]) to change the sort order type for the selected column.

7.	Repeat Step 6 for each column that you want to sort on.

8.	Click OK. The Report Browser displays the result set with the sort order you specified.

Note:	You can sort on any column in the result set regardless of whether it is displayed or not. A sort column can contain any type of data (that is, numbers, strings, or dates). String sorting is independent of case.


Assigning an Icon to a Result Set Value

You can assign an icon to a result set value so that each occurrence of the value is easily identifiable in a result set. The Report Browser provides a set of predefined icons for this purpose. You can also specify the position of the icon relative to the value (that is, to the left, to the right, or centered).

When you choose Icons on the Edit menu, or click the [image] button on the toolbar, the Report Browser opens the Icons dialog.

The purpose of each control in the Icons dialog is explained below:

•	Icons. Displays a list of the icons that you can assign to a result set value. You can drag an icon from this list directly onto a result set value to assign the icon to the value. Assign the blank space at the top of the list to remove an icon from a result set value.

•	Style. Specify the icon positioning option (that is, the position of an icon relative to the result set value). The options are:

•	Icon left of value

•	Icon right of value

•	Icon replaces value

•	OK. Closes the dialog and saves your changes.

•	Cancel. Closes the dialog and cancels any changes.

Icons enhance your view of a result set and you can incorporate them into a report view. When you assign an icon to a result set value, you can quickly identify that value in the result set.

Related Topics

  To assign an icon to a result set value

  To remove an icon from a result set value


To assign an icon to a result set value

1.	Double-click on a report to display the result set.

2.	Click the [image] button in the toolbar or choose Icons on the Edit menu to open the Icons dialog.

3.	Select the icon positioning option you want in the Style box.

4.	Drag the icon you want from the Icons list to a value in the currently displayed result set. The Report Browser assigns the icon you selected to each occurrence of the value in the result set.

Note:	To change the icon assigned to a value, drag the new icon to the value in the result set.


To remove an icon from a result set value

1.	Double-click on a report to display the result set.

2.	Click the [image] button in the toolbar or choose Icons on the Edit menu to open the Icons dialog.

3.	Drag the blank icon (the first icon in the list) to a value in the result set that contains the icon you want to remove. The Report Browser removes the icon you selected for each occurrence of the value in the result set.


Finding Items in a Result Set

The Report Browser includes a search tool that you can use to quickly find information in a result set.

When you choose Find on the Search menu, or click on the [image] button in the toolbar, the Report Browser displays the Find in Result Set dialog which provides several options for customizing your search. You can:

•	Find and mark the first row in the result set that satisfies your search conditions.

•	Find and mark all rows in the result set that satisfy your search conditions.

•	Hide all the rows in the result set that fail to satisfy your search conditions.

•	Display your result set in outline and detail form.

•	Find and mark the rows in the result set where the value in a column changes from the previous value.

Each control in the Find in Result Set dialog is explained below:

•	Column. Displays a list of the columns that you can search on. A binocular symbol [image] is displayed next to the column if there is a search expression defined for that column. To clear the search expression for a column, select the column, then click the Clear button.

•	Expression. Enter the search criteria for the selected column. Use the text below the box for guidelines on the permitted expression syntax.

•	Find First. Finds the first row in the result set that satisfies the search expressions you have defined for result set columns and places the match symbol ( [image]) next to it in the result set. You can use the Find Next button [image] in the toolbar to find subsequent matches in the result set. This option is useful when the result set is large and a complete search on all of the rows takes some time.

•	Find All. Finds all the rows that satisfy the search expressions you have defined for the result set columns and places the match symbol ( [image]) next to them in the result set. When you click the Find All button, the Find dialog closes automatically.

•	Clear. Click this button to clear all settings in the dialog before specifying new search conditions.

•	Cancel. Closes the dialog and cancels any changes.

•	Hide Unmatched. Select this check box to hide the result set rows that fail to satisfy the search criteria. When you select this check box, the match symbol ( [image]) is not displayed in the returned result set because all rows match the search criteria.

•	Collapse/Expand. Select this check box to display the result set in outline and detail form. When you select this check box, the Report Browser hides unmatched items but gives you the option to view them. An expand symbol [image] is displayed next to each matched item. You can click the [image] symbol to see all unmatched items up to the next matched item. When a matched item is expanded, a collapse symbol [image] is displayed next to the matched item. You can click the [image] symbol to hide all the unmatched items between the matched item and the next matched item.

•	Find Value Changes. Select this check box to find the rows where the value of the selected column changes. This option is useful when searching columns that many repeating values.

Related Topics

  To find result set rows that match the specified search criteria

  To find a change of value in a result set column


To find result set rows that match the specified search criteria

1.	Double-click on a report to display the result set.

2.	Click the [image] button on the toolbar or choose Find on the Search menu to open the Find In Result Set dialog.

3.	Select the column on which you want to search.

4.	Type the search criteria in the Expression box. Use the text below the box as a guideline for the permitted expression syntax. After you specify an expression, ERwin places a binocular symbol [image] next to the column in the list.

5.	Optionally, repeat Steps 2 and 3 to define search expressions on other columns.

6.	Choose one or more of the following options:

•	To find the first result set row that satisfies all of the search expressions you have defined for selected columns, click the Find First button. The Report Browser displays a match symbol ( [image]) next to the first row where the column values match the search expressions.

•	To find the next result set row that satisfies the search expressions defined for the selected columns, click the [image] button on the toolbar.

•	To find and mark all result set rows that satisfy the search expressions defined for the selected columns, click the Find All button in the Find In Result Set dialog. The Report Browser displays a match symbol ( [image]) next to all rows where the column values match the search expressions.

Note:	To clear the search expression for a column, first select the column, then click the Clear button.


To find a change of value in a result set column

1.	Double-click on a report to display the result set.

2.	Click the [image] button on the toolbar or choose Find on the Search menu to open the Find In Result Set dialog.

3.	Select the column in which you want to find a value change.

4.	Select the Find Value Changes check box.

5.	Click the Find First button. The Report Browser displays a match symbol ( [image]) next to the first row where the selected column value changes.

6.	Choose one or more of the following options:

•	To find the next change of value in the selected column, click the [image] button on the toolbar.

•	To find and mark all rows where the selected column value changes, click the Find All button in the Find In Result Set dialog. The Report Browser displays a match symbol ( [image]) next all rows where the column value changes.


Hiding Rows That Do Not Match the Search Criteria

When you specify a search criteria in the Find In Result Set dialog, you can choose to hide the rows that do not match the search criteria. In addition, you can use the expand and collapse feature to produce a search result set in which you can expand (view) or collapse (hide) the rows that do not satisfy the search criteria.

Related Topics

  To hide result set rows that do not match search criteria


To hide result set rows that do not match serach criteria

1.	Double-click on a report to display the result set.

2.	Click the [image] button on the toolbar or choose Find on the Search menu to open the Find In Result Set dialog.

3.	Select the column on which you want to search.

4.	Type the search criteria in the Expression box. Use the text below the box as a guideline for the permitted expression syntax. A check is displayed in the box next to the column in the list.

5.	Optionally, repeat Steps 2 and 3 to define search expressions on other columns that you want your search to satisfy.

6.	Select the Hide Unmatched check box.

7.	Optionally, select the Expand/Collapse check box.

8.	Click the Find All button. The Report Browser displays only rows that match the search criteria. If you selected the Expand/Collapse check box in Step 7, a [image] symbol is displayed next to each matched value. Click the [image] symbol to view the unmatched values.


Saving a Report View

After you make formatting changes to your result set, you can save them as a named report view, which functions exactly like a predefined report. The report view ( [image]) appears in the tree control under the report ( [image]) or the editable report ( [image]) on which it is defined, and you can generate it by double-clicking it, just like a normal report. Report views are also displayed in the Most-Recently Used list in the toolbar and in the Available Reports display for a result set row. You can even drop a result set row on an eligible report view to run the report.

A report view includes all result set format changes, including column ordering, heading changes, sorting options, icon assignments, and search criteria. You can define several report views for the same report. You can even switch between report views for the same result set without re-generating the report, simply by dragging the result set icon and dropping it on the report view you want to see.

When you choose Save View on the File menu, or click the Save View button [image] on the toolbar, the Report Browser opens the Save View dialog. You can also click the Save button in the Report Options dialog to open the Save View dialog.

The purpose of each control in the Save View dialog is explained below:

•	View Name. Enter a name for the report view. You can also select an existing report view name if you want to overwrite that view with the current view settings.

•	Parameters. If the result set for which you are defining the report view was generated by a report requiring parameters, the Report Browser gives you the option of saving the parameter values as part of the report view. Select the check box next to each parameter for which you want to include a value as part of the report view.

For example, if the result set was generated by an Entities report for the Human Resources Model diagram, then this list contains one item, the object identifier for the Human Resources Model diagram.

•	If you select the check box next to this item, the identifier becomes part of the report view, which means that the next time you generate the report view, it produces a list of entities in the Human Resources Model diagram.

•	If you do not select the check box next to this item, the identifier does not become part of the report view, which means that you can generate it for any diagram and it appears in the Available Reports dialog for any result set row that identifies a diagram.

•	Description. Enter a description of the report view. The description you enter appears in the box below the tree control when you select the report view in the tree control.

•	OK. Closes the dialog and saves your changes.

•	Cancel. Closes the dialog and cancels any changes.

Related Topics

  To save a report view


To save a report view

1.	Double-click on a report to display the result set.

2.	Customize the report format. More>

3.	Click the [image] button in the toolbar or choose Save View on the File menu to open the Save Report View dialog.

4.	Click in the Report View Name box and type a name for the report view.

5.	Optionally, if you want to include one or more parameters as part of the report view, select the check box next to each parameter you want to include.

6.	Optionally, enter a description of the report view in the Description text box.

7.	Click OK. The Report Browser saves the report view with the name you specify and adds a report view icon ( [image]) to the tree control under the report from which the view was generated.


Printing a Result Set

The Report Browser provides many different options for printing a result set in the format you want. When you choose Print on the Report Browser File menu, the Report Browser opens the Print Result Set dialog.

Using the Print Result Set dialog, you can:

•	Set options for printing the result set.

•	Specify the page setup for the result set printout .

•	Preview the result set before printing.

•	Export the result set.

Related Topics

  To print a result set

  To set print and page layout options


To print a result set

•	Choose any one of the following:

•	Click the Print button on the Report Browser toolbar to open the Print Result Set dialog. More>>

•	Right-click on a result set in the tree control and choose Print result set ‘<result set name>’ from the shortcut menu


To set print and page layout options

1.	Click the Print button on the Report Browser toolbar to open the Print Result Set dialog.

2.	Select the print options you want in the Print range, Print what, Copies, Presentation, and On line overflow group boxes. More>>

3.	Optionally, click the Page Setup button and select the page setup options you want. More>>

4.	Optionally, click the Print Preview button to preview the result set printout before printing. More>>

5.	Optionally, click the Printer button to open the standard Windows Print Setup dialog.

6.	Click OK.


Setting Options When Printing a Result Set

When you choose Print on the Report Browser File menu, the Report Browser opens the Print Result Set dialog. Using the options in the Print Result Set dialog, you can select the page range, the area of the result set to be printed, the number of copies, the output format, and the page width overflow options.

The purpose of each control in the Print range group box is explained below:

•	All. Print all pages in the result set.

•	Page(s). Print the range of pages specified in the From and To boxes.

•	From. Type the starting page of a page range.

•	To. Type the ending page of a page range.

The purpose of each control in the Print what group box is explained below:

•	Selection. Print only the selected area of the result set.

•	Entire result set. Print the complete result set.

The purpose of each control in the Copies group box is explained below:

•	Copies. Type the number of copies you want to print.

•	Collate. Select this check box to collate pages.

The purpose of each control in the Presentation group box is explained below:

•	Tabular. Print the result set in a format similar to how the result set is displayed on screen. Click here for an example.

•	Master-detail. Print the result set in a format that uses a combination of headings and tables. The Report Browser uses the relationship between model components to determine which values are printed in headings and which values are printed in tables. Click here for an example.

•	Indented. Print the result set as an indented list. The Report Browser uses the relationship between model components to determine which values are indented and which values are not indented. Click here for an example.

•	One Item per line. Print a result set with one item on each line. Click here for an example.

The purpose of each control in the On line overflow group box is explained below:

•	Span. Print a result set where the width of the result set spans horizontally across pages when necessary.

•	Wrap. Print a result set where columns that do not fit in the width of the page are wrapped to the next available space in the result set output.

•	Repeat. Type the number of columns that are repeated when result set columns are wrapped.

Related Topics

  Specifying the Page Setup for a Result Set Printout


Specifying the Page Setup for a Result Set Printout

When you click the Page Setup button on the Print Result Set dialog, the Report Browser displays the Page Setup dialog that contains three tabs:

•	Layout. Use this tab to set the style of the grid lines, the size of each margin, the page orientation, and the position of the image area on the printed page.

•	Fonts. Use this tab to set the font, size, and features of the various text elements such as column headings, in the result set printout.

•	Text. Use this tab to change the default headers, footers, page numbers, and titles.

The Page Setup dialog also contains the following controls:

•	Print. Print the result set to the currently selected printer.

•	Print Preview. Preview the result set printout before printing.

•	Restore. Restore the default page setup settings.

•	OK. Close the dialog and save page setup changes.

•	Cancel. Close the dialog without saving page setup changes.


Setting the Layout Characteristics for a Result Set Printout

You use the Layout tab in the Page Setup dialog to set the style of the grid lines, the size of each margin, the page orientation, and the position of the image area on the printed page. A graphic in the lower right corner of the tab provides a visual indication of the page layout and highlights in red text the currently selected page setup parameter.

The purpose of each control in the Line styles group box is explained below:

•	Line. Select a line type. The line types you can select are: Border, Row dividers, and Column dividers. Once you select a line type, you can choose one of the following characteristics to apply to the line type: Omit, Light, Normal, or Heavy.

The purpose of each control in the Margins group box is explained below:

•	Top. Type or select a value for the top margin.

•	Bottom. Type or select a value for bottom margin.

•	Left. Type or select a value for the left margin.

•	Right. Type or select a value for the right margin.

The purpose of each control in the Orientation group box is explained below:

•	Portrait. Print the result set in portrait format.

•	Landscape. Print the result set in landscape format.

The purpose of each control in the Position on Page group box is explained below:

•	Left. Print the result set image area on the left side of the image area on the printed page.

•	Center. Print the result set image area in the center of the image area on the printed page.

•	Right. Print the result set image area on the right side of the image area on the printed page.

Related Topics

  Specifying the Page Setup for a Result Set Printout


Setting the Font Characteristics for a Result Set Printout

You can use fonts to enhance the appearance of a result set and make it easier to view and understand. You can apply different fonts to the different text elements that appear in a result set printout. You can use the Fonts tab of the Page Setup dialog to set the font, size, and features of the various text elements.

The purpose of each control on the Fonts tab is explained below:

•	Element. Select the text element to which you want to apply font characteristics. The available element types are: Title, Column headings, Headers and footers, and Body text.

•	Font. Select the type font, such as Arial.

•	Size. Type or select the font size in points, such as 8 point.

•	Features. Select one or more of the following features: Bold, Italic, or Underline to apply to the currently selected text element.

•	Sample. Displays sample text that reflects the currently selected font characteristics.

Related Topics

  Specifying the Page Setup for a Result Set Printout


Changing Default Headers, Footers, Page Numbers, and Titles

You can customize the appearance of a result set printout by changing the default headers, footers, page numbers, and titles that appear on the printed result sets. You can use the Text tab of the Page Setup dialog to change the default text elements.

The purpose of each control on the Text tab is explained below:

•	Element. Select the text element to which you want to apply font characteristics. The available text elements are: Title, Header, Footer, and Page number.

•	Position. Select the alignment (Left, Center, Right, Inside, or Outside) of the selected text element. When you select the page number element, you can also click either the Top or Bottom button to position the page number at the top or bottom of each page.

•	Template. Accept the default macro, select any combination of the default macros, or type the text you want to appear as the selected text element. The list of default macros includes: Page Number, Current time, Current Date, Title, Title with Details, Report Folder, First Row on Page, Last Row on Page, Object, and User.

•	Sample. Displays a sample of the selected text elemet with any defined macros expanded to show real values.

Related Topics

  Specifying the Page Setup for a Result Set Printout


Previewing a Result Set

You can preview each page of a result set before you print it using the Print Preview feature in the Report Browser. This feature is particularly helpful if you make changes to the layout, headers and footers, page numbers, a title, or the page margins; and you want to see how the changes will appear in the printed result set.

When you click the Print Preview button [image] on the Report Browser toolbar, choose Print Preview from the Report Browser File menu, or click the Print Preview button in the Print Result Set or Page Setup dialogs, the Report Browser opens the Print Preview dialog.

The purpose of each control in the Print Preview dialog is explained below:

•	Print. Print the result set as it is shown in the preview area.

•	Next Page. Display the next page of the result set in the preview area.

•	Prev Page. Display the previous page of the result set in the preview area.

•	One Page/Two Page. Toggle the print preview display to show either a single page or two pages of the result set you are printing.

•	Zoom in. Increase the magnification of the view of the result set in the preview area.

•	Zoom out. Decrease the magnification of the view of the result set in the preview area.

•	Close. Close the Print Preview dialog.

Related Topics

  To preview a result set before printing


To preview a result set before printing

•	Choose any one of the following:

•	Click the Preview button on the Report Browser toolbar.

•	Choose Print Preview on the Report Browser File menu.

•	Click the Print Preview button in the Print Result Set or Page Setup dialog.

•	Right-click on a result set in the tree control and choose Preview result set ‘<result set name>’ on the shortcut menu.


Exporting a Result Set

You can export a result set generated by the Report Browser to a comma-separated values (CSV) or HyperText Markup Language (HTML) file. You can also export a result set to RPTwin, the Logic Works reporting tool or another application that supports Dynamic Data Exchange (DDE), such as Microsoft Word.

When you choose Export on the Report Browser File menu or click the Export button in the Print Result Set dialog, the Report Browser opens the Export from Report Browser dialog.

The purpose of each control in the Export from Report Browser dialog is explained below:

•	Export format. Select the format or destination of the output as follows:

•	CSV. Export the result set in comma-separated values (CSV) format. The resulting output can be imported by most spreadsheet applications including Microsoft Excel.

•	HTML. Export the result set in HTML format. The resulting output can be displayed in any Web browser or imported into another application such as Microsoft Word or Excel.

•	DDE. Export the result set to another application that supports Dynamic Data Exchange (DDE) such as Microsoft Word.

•	RPTwin. Export the result set to RPTwin, the Logic Works reporting tool.

•	Export. Export the result set.

•	Cancel. Cancel the export operation.

The purpose of each control in the Presentation group box is explained below:

•	Tabular. Export the result set in a format similar to the format in which the result set is displayed on screen. Click here for an example.

•	Master-detail. Export the result set in a format that uses a combination of headings and tables. The Report Browser uses the relationships between model components to determine which values are printed in headings and which values are printed in tables. Click here for an example.

•	Indented. Export the result set as an indented list. The Report Browser uses the relationships between model components to determine how the values are indented. Click here for an example.

•	One Item per line. Export a result set with one item on each line. Click here for an example.

The purpose of each control in the Export to group box is explained below:

•	File. Export the result set to a file. This option is not available if you select DDE as the export format.

•	Clipboard. Export the result set to the Clipboard. This option is not available if you select DDE or RPTwin as the export format.

Related Topics

  To export a result set


To export a result set

1.	Choose Print from the File menu. The Report Browser opens the Print Result Set dialog.

2.	Click the Export button. The Report Browser opens the Export from Report Browser dialog.

3.	Choose one of the following options in the Export format list:

•	To generate a comma-separated values (CSV) file, choose CSV.

•	To generate an HTML file, choose HTML.

•	To output the result set to RPTwin, choose RPTwin.

•	To output the result set to another DDE application, choose DDE.

4.	Choose one of the following options in the Presentation group box:

•	To generate a result set in a tabular format similar to the manner in which the result set is displayed on screen, click Tabular. Click here for an example.

•	To generate a result set as a mix of headings and subtables, click Master-detail. Click here for an example.

•	To generate a result set as a mix of headings and lists, click Indented. Click here for an example.

•	To generate a result set as a list with one item on each line, click Item per line. Click here for an example.

5.	Choose one of the following options in the Export to group box:

•	To export the result set to a file, click File.

•	To export the result set to the Clipboard, click Clipboard.

6.	Click Export.

Note:	If you select RPTwin as the output format and RPTwin is not available on your computer, the first time you try to export a result set to RPTwin, ERwin displays a message indicating that it cannot find RPTwin. Contact your Logic Works representative to obtain a copy of RPTwin.


Exiting the Report Browser

You can exit the Report Browser using any of the standard Windows techniques for closing applications.

The Report Browser saves any report views ( [image]) you create for future sessions, However, it does not automatically save report result sets ( [image]). If you want to save your result sets for the next session, you must explicitly move them to a new folder.

Related Topics

  To exit the Report Browser


To exit the Report Browser

•	Choose Exit on the Report Browser File menu.

Note:	The Report Browser does not automatically save report result sets ( [image]). If you want to save your result sets for the next session, you must explicitly move them to a new folder.


Using the Report Browser with ModelMart

The Report Browser is a powerful tool for browsing and reporting on ModelMart information. When a ModelMart client such as, ERwin or BPwin, has a connection to ModelMart, the tree control in the Report Browser shows two nodes for ModelMart information, General and ModelMart <Name>. The General node node contains predefined reports for generic information in the ModelMart, for example, information about all the ModelMart diagrams in the ModelMart, such as diagram ID, diagram name, and so on. The ModelMart <Name> node contains reports on specific ModelMart objects, for example, the videostore..movies.er1 diagram.

You can also open the Report Browser from the ModelMart Change Control Manager, the ModelMart Library Manager, and the ModelMart Security Manager. When you open the Report Browser from one of these managers, the Report Browser tree control shows a folder with reports specific to the ModelMart manager from which the Report Browser was opened.

After you run a report and generate a result set, you can customize the content and appearance of the result set and create and save you own custom report views. You can use the Report Browser search features to find information in the result set. You can also specify a search expression, which can include strings, numbers, or dates, for one or more columns so that the ModelMart Report Browser finds only the result set rows that satisfy all the search expressions. You can also find a change of value in a column and hide result sets rows that do not match the search.

Typically, you can use a result set row from one report to generate another report. When you select a row in the currently displayed result set, there is a feature for indicating which reports in the tree control are available to the selected result set row. Using this feature, you can create a thread of linked reports where each report provides more detailed information.

You can use the Report Browser to find objects in the ModelMart. For example, you can find which library or diagram contains a specific object simply by dropping a row corresponding to an object in a report onto the ModelMart node in the tree. You can also open a ModelMart diagram or subject area by dragging its icon from the tree control into the ModelMart window.

Related Topics

  ModelMart Nodes in the Report Browser Tree Control

  Summary of Tree Control Symbols for ModelMart Objects


ModelMart Nodes in the Report Browser Tree Control

The tree control in the Report Browser shows the reports and result sets as an indented outline based on their logical hierarchical relationship. The caption bar above the tree control shows the currently selected root node of the tree.

When a ModelMart client such as ERwin or BPwin has a connection to ModelMart and you open the ModelMart Browser, the tree control shows two nodes in addition to the ERwin Reports node as follows:

•	General. This is the base node for a folder hierarchy of predefined ModelMart reports, customized report views, and result sets. When you click the expand symbol [image] next to the General folder, it expands to show subfolders of predefined reports organized by category.

•	ModelMart <NAME>. This is the base node for the ModelMart object hierarchy extended to show the reports, customized report views, and the result sets associated with specific ModelMart objects. You open an object by clicking the expand symbol [image] next to the object. When you open the ModelMart, it expands to show the libraries in the ModelMart. When you open a library, it expands to show the diagrams in the library. When you open a diagram, it expands to show the subject areas and snapshots associated with that diagram. The reports applicable to each object (that is, Library, Diagram, Subject Area, and Snapshot) are shown below the object in the tree.

The Report Browser displays one of the following folders when opened from the corresponding ModelMart manager dialog:

•	Script Reports. This folder is displayed when you click the Report Browser button in the ModelMart Change Control Manager toolbar. The reports in this folder generate result sets that contain information about about model changes and conflicts.

•	Library Reports. This folder is displayed when you click the Report button in the ModelMart Library Manager dialog. The report in this folder generates a result set that contains details about the objects in each ModelMart library.

•	Security Reports. This folder is displayed when you click the Report button in the ModelMart Security Manager dialog. The report in this folder generates a result set that contains details about the security profile assigned to each ModelMart user and the permissions granted in each security profile.

Related Topics

  To view ModelMart reports by category

  To view reports by ModelMart object

  Summary of Tree Control Symbols for ModelMart Objects


To view ModelMart reports by category

•	Choose Reports by Category on the View menu.

OR

•	Click on the General folder, then click the Make Selected folder the Root button [image].


To view reports by ModelMart object

•	Choose Reports by ModelMart Object on the View menu.

OR

•	Click on the ModelMart <NAME> folder, then click the Make Selected folder the Root button [image].


Summary of Tree Control Symbols for ModelMart Objects
Tree Control Symbols for ModelMart Objects

In addition to the standard symbols for Report Folder ( [image]), Report ( [image]), Result Set ( [image]), and Report View ( [image]), the tree control uses the symbols in the following table to identify ModelMart objects.

Summary of Tree Control Symbols for ModelMart Objects

Symbol	Meaning
	ModelMart
	ModelMart Library
	ModelMart Diagram
	ModelMart Subject Area
	Snapshots


Generating a ModelMart Report

You can use the Report Browser to retrieve information from the ModelMart in a number of ways:

•	You can generate one of the pre-defined ModelMart reports ( [image]) supplied with the Report Browser. A predefined ModelMart report is a SQL query that returns the requested result set from the ModelMart. For example, the Diagrams report (in the General folder) is a predefined report that returns information about each diagram in the ModelMart such as, diagram ID, diagram name, number of entities, number of attributes, and so on.

•	In a result set, you can use a row that identifies a ModelMart object to generate a report available for objects of that class. For example, if a result set row identifies a diagram, all of the reports in the Diagrams folder are available to the user for that row. For many reports, a result set row identifies several different objects which means that there are many different reports available to that row.

In the Report Browser, you can drag a result set row onto any one of the available reports to generate the selected report. You can use this feature to create a chain of related reports where each report provides more detailed information about the objects in reports higher up in the hierarchy. For example, you can drag a row from the Diagrams report (which shows diagram information) and drop it on the Entity report (in the Diagrams Reports folder) to generate a new report that shows entity information (that is, entity name, corresponding table name, entity definition) for each entity in the diagram.

When the Report Browser generates a result set ( [image]) for a ModelMart report, it assigns a name according to the following convention:

<report type> <report name> (<time> <number of rows>)

where,

•	<report type> is the type of the report that generated the result set.

•	<report name> is the name of the report that generated the result set.

•	<time> is the time the result set was generated.

•	<number of rows> is the number of rows in the result set.

While the Report Browser is generating a report, it displays the ModelMart Query dialog. If you click Cancel while a report is being generated, the Report Browser does not display a result set (that is, incomplete result sets ( [image]) are never displayed).

If a report does not generate a result set, the Report Browser displays a message indicating that the requested report doesn’t contain any rows. Click OK to continue.

When you drop a result set row onto a report icon, or double-click on a report in the Available Reports dialog, the Report Browser uses parameter values from the selected row to generate the report. Typically, a parameter value is a ModelMart object identifier, but it can also be the name of an object or even a string that allows wildcard operators. Some of the predefined reports require that you enter one or more parameters before the report is generated.

When you choose a report that requires parameter values, the Report Browser displays the ModelMart Query Parameter dialog that prompts you to enter the parameter values. You must enter the value of the parameter you are interested in before the Report Browser can generate the report.

You can also click the Display browser history button [image] to open the Result Set History dialog to display a list of all the result sets generated in the current ERwin and ModelMart sessions in chronological order. You can then display or delete one or more of the result sets. See To display a history of generated result sets  for more information.

When you double-click on a result set in the History dialog, the result set is displayed in the Result Set area, but the icon for that result set is also highlighted in the tree control. This is an easy way to locate the result set icon that corresponds to a result set.

After you generate a result set for a report, you can then use the Report Browser’s extensive range of features to further customize the content and change the appearance of the result set. See Customizing a Result Set View  for more information.

Note:	A result set for a ModelMart report exists only during the ModelMart session. If you want to keep a result set for the next ModelMart session, you must create a folder and move the result set to it. See To save a result set for the next ModelMart session  for more information.

Related Topics

  To generate a ModelMart report


To generate a ModelMart report

1.	Open the report folder ( [image]) in the tree control that contains the report ( [image]) you want, then double-click on the report.

OR

Choose the report from the list box on the toolbar, then click the Execute report button [image] if the report is one that you run frequently.

OR

Right-click on a report ( [image]) and choose Execute Report <report name> from the shortcut menu.

2.	If the report requires parameter values, the Report Browser opens the ModelMart Query Parameter dialog. Enter the parameter value and click OK. The Report Browser displays the result set generated by the report in the Result Set area and adds an icon for the result set ( [image]) to the tree under the report icon.

Note:	In Step 1 above, you can click on the report, then click the Execute report button [image] in the toolbar to generate the report. You can also click on the report and choose the Execute Report option on the File menu.


Using a Result Set Row to Generate a Report

Once you generate a ModelMart report, you can generally use a row from the result set ( [image]) to generate another report. The Report Browser provides two ways of doing this.

•	Simply drag the result set row onto the report you want in the tree control if you know which reports are available for a result set row.

•	Click on the result set row, then click the Find Report for Selected Row button [image] if you do not know which reports are available to a result set row. The Report Browser displays the Available Reports dialog which is a tree control containing the reports available to the selected row. Double-click on the report you want in the Available Reports dialog to generate the new report.

When you create a new report with either of the two methods described above, the Report Browser automatically creates a link between the source report and the newly created report.

When the newly created report is displayed, you can click the  Display prior linked result set button [image] to display the source report again.

Related Topics

  To generate a report using a result set row

  To generate a report from the reports available list

  To display a previously linked result set


To generate a report using a result set row

1.	Double-click on a previously generated result set ( [image]) in the tree control to display the result set in the Result Set area.

2.	Drag a row from the Result Set area and drop it on one of the appropriate reports ( [image]) in the tree control. The Report Browser displays the result set for the report in the Result Set area and adds an icon for the newly generated result set to the tree control.

Note:	By clicking the Display prior linked result set button [image], you can easily return to the source result set since the Report Browser maintains a link between the source result set and the newly generated result set.


To generate a report from the reports available list

1.	Double-click on a previously generated result set ( [image]) in the tree control. The Report Browser displays the result set in the Result Set area.

2.	Click on a row in the result set.

3.	Click the Find reports for selected row button [image] on the toolbar to open the Available Reports dialog. The tree control in this dialog displays only the reports appropriate to the selected result set row.

4.	Double-click on any report to generate that report for the currently selected result set row.

Note:	By clicking the Display prior linked result set button [image], you can easily return to the source result set since the Report Browser maintains a link between the source result set and the newly generated result set.


To display a previously linked result set

1.	Double-click on the result set that has a link to a previously generated result set.

2.	Click the Display prior linked result set button [image]. The Report Browser displays the source result set from which the selected result set was generated.


Saving the Result Set for a ModelMart Report

If you want the result sets for a ModelMart report to be available in the next ModelMart session, you must explicitly save the result set in a folder you have created. See To create a new report folder  for more information. After you create the new folder, you can drag and drop a result set into the new folder.

You can also save a result set to a file. See Exporting a Result Set for more information.

Related Topics

  To save a result set for the next ModelMart session


To save a result set for the next ModelMart session

1.	Locate the report folder where you want to store the result set or create a new report folder. See To create a new report folder for more information.

2.	Drag the result set icon ( [image]) for the report you want to save into the newly created folder. The Report Browser saves your result set for the next ModelMart session.

Note:	You can create your own hierarchy of folders. For example, you can create a folder for each modeling project and create subfolders under the project folders organized by modeler or by time, for example, a week’s worth of daily change reports.


Creating a ModelMart Library Manager Report

When you click the Report button in the ModelMart Library Manager dialog, the Report Browser opens. The tree control in the Report Browser displays a Library Reports folder that contains one predefined Library Report. When you double-click on the Library Report icon in the tree control, the Report Browser generates a result set that provides information about the objects in each ModelMart library.

After you generate the report, you can use the Report Browser features to customize the appearance of a result set, find one or more specific items in the result set, print the result set, or export the result set. See Customizing a Result Set View .

Note:	You can also generate a report on changes you have made using the ModelMart Security Manager. See Creating a ModelMart Change Control Manager Report .

Related Topics

  To create a ModelMart Library Manager Report

  ModelMart Library Manager Report Content

  Sample ModelMart Library Manager Report


To create a ModelMart Library Manager Report

1.	In the ModelMart Library Manager dialog, click the Report button. The Report Browser opens.

2.	In the Report Browser tree control, open the Library Reports folder.

3.	Double-click on the Library Report icon. The Report Browser generates a result set that contains information about the objects in each ModelMart library.

Related Topics

  Sample ModelMart Library Manager Report


ModelMart Library Manager Report Content

The standard Library Report generates a result set with the following information:

•	Object Class. The class of the object as it appears in the ModelMart Library Manager dialog. For example, library, diagram, subject area.

•	Object Name. The name of the object as it appears in the ModelMart Library Manager dialog. For example, videostore, movie1, movie1;1.

•	Owner Class. The object class of the owner of the library, diagram, or subject area as it appears in the ModelMart Library Manager dialog. For example, ModelMart, library, diagram.

•	Owner Name. The name of the owner of the library, diagram, subject area, etc. as it appears in the ModelMart Library Manager dialog. For example, videostore, movies.

•	Object Description. The user-defined description for the library, diagram, subject area, snapshot, archive, or version. For example, 9/2/99 Test Version.

•	Updated By. The name of the ModelMart user who last modified the library, diagram, or subject area and saved changes to ModelMart (for example, JSMITH).

•	Created By. The name of the ModelMart user who created the library, diagram, or subject area and saved it to ModelMart (for example, JSMITH).

•	Updated. The date that the library, diagram, or subject area was last saved to ModelMart (for example, Jan 15 1999 12:00 AM).

•	Created. The date that the library, diagram, or subject area was created and saved to ModelMart (for example, Jan 15 1999 12:00 AM).


Sample ModelMart Library Manager Report

The report shown below is an example of a ModelMart Library Manager report.

Related Topics

  ModelMart Library Manager Report Content


ModelMart Editable Reports and User Defined Property Reports

Using the Report Browser, you can make changes directly into the ModelMart, without loading any diagrams. You can modify many object properties, such as entity definitions and relationship verb phrases. You can even extend the ModelMart by adding new properties of your own.

You can use the Report Browser to enter and edit information in the ModelMart using the following editable reports:

•	User-Defined Property Report.  Use to define new properties for any object class in an ERwin diagram.

•	Property Reports. Use to assign a value to individual object properties, including user-defined properties, and report on these properties from the Report Browser. Property Reports include:

•	Diagram Object Property Reports. Use to view and edit properties of diagram objects, such as entities and attributes.

•	Library Object Property Reports. Use to view and edit properties of library objects, such as domains.

•	Definition and Relationship Label Reports. Use to quickly enter and edit entity definitions, attribute definitions, or relationship parent-child verb phrase.

The changes you make to your ModelMart using the Report Browser are governed by exactly the same security and synchronization constraints that govern changes made via the ERwin diagram editor. Like ERwin, the Report Browser enforces both user profile permissions and diagram locking.


Working with ModelMart Editable Reports

ModelMart Editable reports are listed in the General report option list in the Report Browser tree control.

You can use editable report to enter and edit object property information. For example, with the Edit Attribute Definitions report, you can edit the definitions for all attributes in any diagram in the ModelMart.

To run a report, double-click on the report name and select or enter the parameters for the report when prompted.

If the report returns one or more rows to the Report Browser, the resulting rows are displayed in the Result Set Area of the Report Browser. Like other reports, the Report Browser saves the result set of an editable report as a named report in the report hierarchy. Each new report is listed in the Report Browser under the editable report option that you used to generate it.

Note:	You can also run an editable report from the Available Reports dialog. To view the available report, including editable reports, for a ModelMart object, select the object's row in a report, then click the Available Reports button.


Working with the Create User-Defined Properties Report

When you double-click on the Create User-Defined Properties report in the Report Browser report tree, the Report Browser queries the ModelMart and displays all object classes and their editable properties in the Result Set Area.

The property list includes properties available in ERwin, such as definition or parent-child verb phrase, as well as any existing user-defined properties.

To edit the result set for the Create User-Defined Properties report, scroll to the end of the report and click in the empty row.

When you click on the Class column, the Report Browser opens a list box that provides a complete list of all object classes in an ERwin model. Choose the object class that you want to associate with a user-defined property, then click on the Property column to enter a new name for the user-defined property.

When you are finished editing, click the Commit changes button [image] to save your changes.

You can use other reports in the Report Browser to assign values to a user-defined property for one or more objects in the associated class. For example, if you create the “Location of Target Server” property and assign it to the Diagram object class, you can then use the Edit Library Object Properties by Property report to view all diagrams in the library and assign a value to the new user-defined property.


To add a user-defined property to the ModelMart

1.	Click the expand button [image] next to the General report folder.

2.	Click the expand button [image] next to the Editable Reports folder.

3.	Double-click on the Create User-Defined Properties report.

4.	Select the blank row at the end of the report.

5.	Click on the Class field to select the object class to which you want to assign a user-defined property.

6.	Click on the Property field and type the name of the new user-defined property.

7.	Click the Commit changes [image] to save your changes.

8.	Click OK.


Working with Property Reports

You can use the Property reports in the Report Browser to edit many different object properties and save the changes to the ModelMart. These reports can be conceptually grouped as follows:

•	Diagram Object Property Reports. Use to view and edit properties of diagram objects, such as entities and attributes. The report is filtered to show properties by class or a single property for all classes. Diagram Object Property Reports include:

•	Edit Diagram Object Properties by Class

•	Edit Diagram Object Property by Property

•	Library Object Property Reports. Use to view and edit properties of library objects, such as domains. The report is filtered to show all editable properties for each object class or a single property for all classes. Library Object Property Reports include:

•	Edit Library Object Properties by Class

•	Edit Library Object Property by Property

•	Definition and Relationship Label Reports. Use to quickly enter and edit entity definitions, attribute definitions, or relationship parent-child verb phrases. Unlike the other Property reports, these reports are filtered to show only a single property for the specified object class. Definition and Relationship Label Reports include:

•	Edit Entity Definitions

•	Edit Attribute Definitions

•	Edit Relationship Labels

These reports are discussed fully later in this chapter.


Editing Object Properties in the Report Browser

Each Diagram Object Property report and Library Object Property report includes two or more columns. Use the Report Browser to edit the values that appear in the Value, Definition, or Phrase columns.

To help you discover which values are editable, the cursor automatically displays as a pencil when you pass it over an editable field in a selected row.

When you click on an editable field with the pencil cursor, the Report Browser opens an edit box for that field. You can use the standard keyboard editing keys to enter, modify, or delete the existing value.

Click the Commit changes button [image] in the Report Browser toolbar or click on the report outside of the edit box to save your changes to the ModelMart. You are then prompted to confirm or cancel the changes to the ModelMart.

While you are editing a field in the Report Browser, you can click the ESC (Escape) key to cancel any changes you have made to the selected row.

To edit larger blocks of text, you may want to open the Report Browser's editing window. To open the editing window, click with the pencil cursor to open the edit box, then press the CTRL+ENTER key combination to open a larger editing window.

When you have completed your changes, click the OK button to close the editing window and save your changes to the ModelMart.

Note:	The Report Browser saves the changes to the ModelMart after each change. If the Library that contains the affected ModelMart diagram has Auto Archive option enabled, an archive of the diagram is also saved after each change.


Working with Diagram Object Property Reports

Diagram Object Property reports include:

•	Edit Diagram Object Properties by Class. Use to select the diagram and class of diagram object that you want to edit. The report displays all objects of the selected class that appear in the diagram. You can edit all available property values for each object. The example below shows a report on all entity properties in the MOVIES model.

•	Edit Diagram Object Property by Property. Use to select the diagram and property that you want to edit. The report displays all classes of objects in the diagram. You can edit the specified property value for each object. The example below shows a report on the Definition property for all object classes in the MOVIES model.

To run a Diagram Object Property report in the Report Browser, you must provide the diagram ID number when prompted, or drag a diagram name from a different report onto the report name. You can use the resulting report to edit the property values that appear in the Value column.

In addition to standard property values, you can also edit all user-defined property values for each object in the diagram. The specific user-defined property you want to edit must have already been added to the ModelMart using the Create User-Defined Properties report.


To edit diagram object properties in the Report Browser

1.	Click the expand button [image] next to the General report folder.

2.	Click the expand button [image] next to the Global Report folder.

3.	Double-click on the Diagrams report. Using this report, you can select the diagram you want to use to create an editable report.

4.	Click the expand button [image] next to the Editable Reports folder.

5.	Select the diagram you want edit in the Result Set Area of the Report Browser, then drag and drop it on a Diagram Object Property report. If you dropped the diagram name on the:

•	Edit Diagram Object Properties by Class report, the Report Browser prompts you to select an object class.

•	Edit Diagram Object Property by Property report, the Report Browser prompts you to select a property.

6.	After you select an object class or property, click OK. The Report Browser displays the new editable report in the Result Set Area.

7.	Select the property value you want to edit, then click on the value field with the pencil cursor.

8.	Enter or edit the selected property value using the standard keyboard editing keys.

9.	Click the Commit changes button [image] to close the edit box and save your changes.

10.	Click OK to save your changes to the ModelMart.


Working with Library Object Property Reports

Library Object Property reports include:

•	Edit Library Object Properties by Class. Use to select the library and class of library object that you want to edit. The report displays all objects of the selected class that appear in the library. You can edit all available property values for each object. The example below shows a report on all diagram properties in the Videostore library.

•	Edit Library Object Property by Property. Use to select the library and property that you want to edit. The report displays all classes of library objects. You can edit the specified property value for each object. The example below shows a report on the Definition property for all object classes in the Videostore library.

To run a Library Object Property report in the Report Browser, you must provide the library ID number when prompted or drag a library name from a different report onto the report name. You can use the resulting report to edit the property values that appear in the Value column.

In addition to standard property values, you can also edit all user-defined property values for each object in the library. The specific user-defined property you want to edit must have already been added to the ModelMart using the Create User-Defined Properties report.


To edit library object properties in the Report Browser

1.	Click the expand button [image] next to the General report folder.

2.	Click the expand button [image] next to the Global Report folder.

3.	Double-click on the Libraries report. Using this report, you can select the library you want to use to create an editable report.

4.	Click the expand button [image] next to the Editable Reports folder.

5.	Select the diagram you want to edit in the Result Set Area of the Report Browser, then drag and drop it on a Library Object Property report. If you dropped the library name on the:

•	Edit Library Object Properties by Class report, the Report Browser prompts you to select an object class.

•	Edit Library Object Property by Property report, the Report Browser prompts you to select a property.

6.	After you select an object class or property, click OK. The Report Browser displays the new editable report in the Result Set Area.

7.	Select the property value you want to edit, then click on the value field with the pencil cursor.

8.	Enter or edit the selected property value using the standard keyboard editing keys.

9.	Click the Commit changes button [image] to close the edit box and save your changes.

10.	Click OK to save your changes to the ModelMart.


To assign user-defined properties in the Report Browser

1.	Click the expand button [image] next to the General Report folder.

2.	Click the expand button [image] next to the Global Report folder.

3.	Choose one of the following actions:

•	To locate the library that contains the object you want to edit, double-click on the Libraries report.

•	To locate the diagram that contains the object you want to edit, double-click on the Diagrams report.

4.	Click the expand button [image] next to the Editable Reports folder.

5.	Choose one of the following options:

•	To edit user-defined properties for library objects, select the library you want to edit in the Result Set Area of the Report Browser, then drag and drop it on the Edit Library Object Property by Property report.

•	To edit user-defined properties for diagram objects, select the diagram you want to edit in the Result Set Area of the Report Browser, then drag and drop it on the Edit Diagram Object Property by Property report.

6.	When the Report Browser prompts you to select a property, select a user-defined property name in the drop-down list.

7.	Click OK. The Report Browser displays the new editable report in the Result Set Area.

8.	Select the value you want to edit, then click on the value field with the pencil cursor.

9.	Enter or edit the value for the user-defined property using the standard keyboard editing keys.

10.	Click the Commit changes button [image] to close the edit box and save your changes.

11.	Click OK to save your changes to the ModelMart.


Working with Definition and Relationship Label Reports

Definition and Relationship Label reports are special types of diagram property reports that preselect the object class and property displayed in the report. To run a Definition or Relationship Label report in the Report Browser, you must provide the diagram ID number when prompted or drag a diagram name onto the report name.

Definition and Relationship Label Reports include:

•	Edit Attribute Definitions. The resulting report displays the entity name, attribute name, and attribute definition for the selected diagram. You can edit attribute definitions in this report.

•	Edit Entity Definitions. The resulting report displays the entity name and entity definition for the selected diagram. You can edit entity definitions in this report.

•	Edit Relationship Labels. The resulting report displays the parent entity name, relationship parent-child verb phrase, and child entity name for each relationship in the selected diagram. You can edit the verb phrase in this report.


To edit definitions or relationship verb phrases in the Report Browser

1.	Click the expand button [image] next to the General report folder.

2.	Click the expand button [image] next to the Global Report folder.

3.	Double-click on the Diagrams report. Using this report, you can select the diagram you want to use to create an editable report.

4.	Select the diagram you want to edit.

5.	Choose one of the following options:

•	To edit entity definitions, drag and drop the diagram name on the Edit Entity Definitions report.

•	To edit attribute definitions, drag and drop the diagram name on the Edit Attribute Definitions report.

•	To edit relationship parent-child verb phrases, drag and drop the diagram name on the Edit Relationship Label report.

6.	After the Report Browser displays the new result set, click on any row in the result set to select it.

7.	Click on the Definition field or the Phrase field for the selected row. The Report Browser opens a scrollable edit box for the selected field, as shown below.

8.	Use the standard editing keys to modify the value.

9.	Click the Commit changes button [image] to close the edit box and save your changes.

10.	Click OK to save the change in the ModelMart.

Note:	The Report Browser saves the changes to the ModelMart after each change. If the Library that contains the affected ModelMart diagram has Auto Archive option enabled, an archive of the diagram is also saved after each change.


Summary of Editable Classes and Properties

The following table lists the editable properties for each object in a model.

Class	Property
Attribute	Definition Note
Column	--
Diagram	Description
Domain	Definition
Entity	Definition Icon Note Owner Query Sample
Index	File Name For Expression Key Expression
Library	Auto-Archive Description
Physical Object	Definition Display Format Type Edit Style Type Template Code Trigger Code Trigger New Trigger Old Trigger Type
Relationship	Parent-child Verb Phrase Definition
Report	Report Report List Report Options Report Type
Stored Display	Author Definition Print Info
Subject Area	Author Definition
Table	Location Owner
Text Block	Contents
Note:	You can also associate an object class with one or more user-defined properties. User-defined properties are named and associated with an object class in the Create User-Defined Properties report. You can assign a value to a user-defined property in the Diagram Object Property reports or Library Object Property reports.


Summary of ModleMart Editable Reports

The following table lists the editable reports in the Report Browser, the user-supplied parameters required to run the report query, valid class or property parameters, the editable fields in the result set, and a description of the contents of the result set.

Report Name	Parameter Type(s)	Valid Parameters	Editable Column(s)	Description
Create User-Defined Properties	None (reports on the entire ModelMart).	N/A	Class and Property	You can create new user-defined properties for any class of ModelMart objects.
Edit Attribute Definitions	Diagram ID.	N/A	Definition	You can enter or update the attribute definitions in the selected ModelMart model.
Edit Diagram Object Properties by Class	Object Class and Diagram ID.	Entity Domain Relationship Attribute Table Column Attribute Group Index Index Member User Text Block Physical Object Subject Area Stored Display Report Synonym	Value	Diagram property report filtered on object class. You can enter or edit property values for each object in the class and diagram selected.
Edit Diagram Object Property by Property	Property Name and Diagram ID.		Value	Diagram property report filtered on property. You can enter or edit property values for all objects associated with the selected property.
Edit Entity Definitions	Diagram ID.	N/A	Definition	You can enter or update the entity definitions in the selected ModelMart model.
Edit Library Object Properties by Class	Object Class and Library ID.	Domain Physical Object Diagram	Value	Library property report filtered on object class. You can enter or edit property values for each object in the class and diagram selected.
Edit Library Object Property by Property	Property Name and Library ID.		Value	Library property report filtered on property. You can enter or edit property values for all objects associated with the selected property.
Edit Relationship Labels	Diagram ID.	N/A	Phrase	You can enter or update the physical relationship name for each relationship in the selected diagram.