Microsoft Excel Extensions for Enterprise Architect

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1 Excel Extensins User Guide Micrsft Excel Extensins fr Enterprise Architect Micrsft Excel Extensins fr Enterprise Architect... 1 Disclaimer... 2 Dependencies... 2 Overview... 2 Installatin... 4 Verifying the installatin... 4 Base templates... 7 Template Templates 2 and Template Exprting mdel data int Excel Re-imprting mdel data frm Excel Refreshing Excel data frm EA Supprt and cntact infrmatin Versin 1.0.x r later 1 f 21 June 15, 2016

2 Disclaimer Excel Extensins User Guide Versin 1.0.x f the Excel Extensins add-in has been successfully deplyed with EA versins 9.1 up t This deplyment, as well as guidelines included herein, may r may nt be applicable t any later versin f the tl as released by the vendr, Sparx Systems. If required, updates t this sftware will be made available t supprt future versins f Enterprise Architect. There is n guarantee that versins prir t EA 9.1 will wrk prperly. N effrt will be made t supprt earlier releases f Enterprise Architect. If any prblems are encuntered with the installatin r peratin f this sftware please cntact us thrugh any f the channels listed at the bttm f this dcument. Dependencies The add-in depends n the fllwing cmpnents being installed n the system: Interp.EA.dll (part f the standard Sparx installatin files). Micrsft.Net Framewrk 4.0 client prfile (if missing, the installer will detect this and ffer t autmatically dwnlad and install the Framewrk). Overview The 1.0.x versin f the Excel Extensins augments the built-in CSV imprt/exprt capabilities f Enterprise Architect as fllws: Direct update f Micrsft Excel (2010 r later) files. This remves the need t cnvert t and frm CSV files. Template based exprt t Excel. A sample f Excel template files is prvided as part f the add-in, t be used as a starting pint fr exprting User data. The End User can create additinal templates files as needed and expse them t the add-in. The clumns t be exprted are defined (in rw 0) f each template wrksheet. Multiple wrksheets can be exprted int. All standard EA element prperties can be exprted, as well as any Tagged Value prperties. EA related clumns can be mixed with User defined clumns (these will nt be affected by the exprt prcess, except where frmula-based cells are recalculated after the exprt). Specific starting and ending rws can be defined int which the exprted elements are inserted. All ther rws (utside the specified range) are then unaffected by the exprt. This specifically allws frmulas t be defined in the wrksheet which can perate against the rw values exprted frm EA! Versin 1.0.x r later 2 f 21 June 15, 2016

3 The elements selected fr exprt can be based n: A single Package. A Package hierarchy. Excel Extensins User Guide Selected elements in the Prject Brwser r diagram. Elements resulting frm a defined search. If a SQL-based search definitin is selected, the CLASSGUID and CLASSTYPE fields must be returned (as dcumented by Sparx) in the result set. Re-imprt f previusly exprted Excel files. As lng as the element GUID clumn is present in the Excel wrksheet, the ther EA related clumn values will be imprted int EA, updating any current values. Rws withut a GUID value are ignred. If a GUID cannt be reslved in the repsitry where the re-imprt is ccurring the related rw values are ignred (i.e. this re-imprt facility cannt be used t create new elements! Sparx already prvides a creatin feature thrugh the standard CSV imprt). Values imprted int standard EA prperties with defined (enumerated) value sets, such as Pririty, Cmplexity, Status, etc. will be validated fr cmpliance, and incrrect values rejected. Tagged values specified in the wrksheet will be upladed int the repsitry. Caveat: n attempt is made t validate the values laded frm Excel against any data cnstraints expressed by a Prfile. It is the End User s respnsibility t ensure the integrity f the supplied Tagged Value data! Tags nt previusly existing in the mdel can be autmatically added t the mdel! Refresh f previusly exprted Excel files. As lng as the element GUID clumn is present in the Excel wrksheet, the ther EA related clumn values will be updated with the current repsitry data. Rws withut a GUID value are ignred. An ptin can be set t preserve the frmulas f any cell belnging t a Tagged Value Clumn. This allws Excel t recalculate the values f these cells based n the frmulas, perhaps fr later uplad int EA. Versin 1.0.x r later 3 f 21 June 15, 2016

4 Installatin Excel Extensins User Guide Exit any running instances f Enterprise Architect, then launch the setup.exe prgram prvided by Cephas Cnsulting and fllw the n-screen instructins. The installatin will attempt t update the Windws registry, s the User needs t ensure that s/he has sufficient privileges t run the setup prgram. The recmmended install path is t place the DLL and any supprting files in an Addins flder in the Sparx Systems installatin directry, e.g. C:\Prgram Files (x86)\sparx Systems\Addins. Nte that lder versins f the sftware are autmatically remved and replaced. Shuld the installatin fail fr any reasn ther than insufficient User privileges, please take apprpriate screenshts and the data t the supprt address listed at the bttm f this dcument. Verifying the installatin Bring up Enterprise Architect and verify that there is a ExcelIO menu item under the Extensins menu: Nte that the ther extensins shwn in the abve screensht may r may nt be present as well, depending n yur Enterprise Architect versin and cnfiguratin. The cntent f the ExcelIO sub-menu will vary depending n the selected cntext in EA (Package, element, diagram,...). Versin 1.0.x r later 4 f 21 June 15, 2016

5 Excel Extensins User Guide Shuld the menu entry nt be present, select the Manage Add-Ins menu ptin: And cnfirm that the ExcelExtensins add-in is laded and enabled: If an errr status is shwn, as in the example abve, this typically means that either: The DLL installatin prcess failed and EA cannt lcate its reference, either in the Windws registry r in the file system. The installatin did succeed but the DLL file was later mved r deleted. Versin 1.0.x r later 5 f 21 June 15, 2016

6 Excel Extensins User Guide If the ExcelExtensins entry itself is nt fund then the add-in installatin did nt cmplete successfully. T fix an incrrect installatin: Exit ut f all instances f Enterprise Architect. Launch the setup prcess again. The installer will autmatically prvide a repair ptin: If, after the repair prcedure, the ExcelExtensins add-in is still nt laded crrectly in Enterprise Architect, remve the prgram thrugh the Windws cntrl panel and start the installatin prcess ver. At a minimum the fllwing files shuld have been installed in the selected installatin directry: Cephas_Sftware_EULA.pdf Excel Extensins.pdf (this file) Interp.EA.dll ExcelExtensins.dll Versin 1.0.x r later 6 f 21 June 15, 2016

7 Base templates Excel Extensins User Guide Fur Excel template files (named Template<n> where n is 1 t 4) are prvided as part f the installatin, in a sub-directry named Excel Templates f the installatin flder (typically C:\ Prgram Files (x86)\sparx Systems\Addins\Excel Templates ). The intent behind these templates is t use them as starting pints fr building yur wn set f templates. Once they are n lnger useful simply delete them frm the installatin flder. Template1 The first template demnstrates the fllwing features: The presence f an index clumn (named EAIndex ) cntaining the starting and ending rw markers in between which the EA data needs t be inserted. The index clumn is meaningful nly t the template and will nt be present in the generated Excel file. There are 2 types f marker pairs: EA_Start and EA_End: the marker rws themselves will be replaced with data laded frm EA. EA_Start_Keep and EA_End_Keep: these are used in this first template t indicate that the marker rws themselves cntain data t be preserved and that the rws laded frm EA need t be inserted in between these markers, withut verriding them. Mixing f EA related clumns (bth standard prperties and Tagged Values) with nn EA data, including blank clumns. T distinguish the EA related clumns their name must be preceded with the prefix EA_, including the Tagged Value prperty names! If the template cntains nly EA related clumns then the prefix can be mitted fr all clumns (i.e. d nt mix defining EA clumns bth with and withut the prefix). Versin 1.0.x r later 7 f 21 June 15, 2016

8 Excel Extensins User Guide The cmplete list f standard EA prperty names supprted fr exprt are: Name, Ntes, Phase, Versin, Pririty, Steretype, Alias, Status, Cmplexity, Difficulty, Language, Keywrds, Scpe, Type and GUID. EA clumns can be repeated in the sheet. The rws marked with a green backgrund cntain a number f sample frmulas used t illustrate hw these frmulas can be defined inside the marker rws, their cell values t be updated autmatically based n the data laded frm EA. Exprts can be f any element type. Sme standard EA prperties are relevant nly t certain metatypes (e.g. Difficulty is relevant fr Requirements but nt fr Classes), s it shuld be expected that certain cell values will cntain nulls. Likewise, if a Tagged Value name that is specified in the template cannt be fund fr an exprted element a null will be exprted. An exprt f a sample data set using sheet 1 f Template1 is included fr illustratin: Nte hw: The index clumn is nt present in the exprted file. The riginal marker rws (2 and 3 in the template) are preserved (in rws 2 and 8 f the generated sheet). The cells cntaining frmulas are updated based n the data upladed frm EA. The secnd sheet f the template cntains the fllwing: Versin 1.0.x r later 8 f 21 June 15, 2016

9 Excel Extensins User Guide It illustrates: The use f EA related clumns nly, thus withut requiring the EA_ prefix. That by default (withut markers) all data is inserted starting at rw 2, and that any pre-existing data in the sheet is unaffected by the exprt. Sample utput in sheet 2: Templates 2 and 3 Template 2 (sheet 1, shwn abve) as well as Template3 have a similar layut t Template 1 except that they use the ther type f rw index markers ( EA_Start and EA_End ), where the cntent f the specified range f rws (2 t 5 in these templates) is verwritten with data frm EA. Sample exprt data using Template 2: Nte hw: The marker rws are updated with exprted data, but the cell values f clumns nt related t EA are preserved (highlighted in yellw in the abve example)! Once the end marker is reached, all further rws are inserted, nt nly preserving any pre-existing data in the sheet but expanding the range f any frmulas applied t these marker rws! Versin 1.0.x r later 9 f 21 June 15, 2016

10 Template 4 Excel Extensins User Guide Template 4 illustrates this further by using a nn EA related clumn ( Criticality ) cntaining cells with frmulas applicable t EA related Tagged Value clumns (D and E in this case). The resulting exprt f sample data yields: Versin 1.0.x r later 10 f 21 June 15, 2016

11 Exprting mdel data int Excel Excel Extensins User Guide The exprt prcess takes a selected set f EA elements and writes them ut t a User selected Excel file based n a pre-existing template. All wrksheets in the template wrkbk are searched fr EA related clumns and, if any are fund, prcessed fr exprt. Currently the fllwing cntexts can be used as a basis fr exprt: A Package selected in the Prject Brwser. An ptin will be prvided t include nt just the selected Package, but the entire Package hierarchy underneath it. One r mre elements selected in the Prject Brwser. Versin 1.0.x r later 11 f 21 June 15, 2016

12 Excel Extensins User Guide EA des nt present the Extensins cntext menu when right clicking multiple selected elements in the Prject Brwser. As a wrkarund, use the Extensins tp level menu instead t launch the exprt. One r mre elements selected in a diagram: As the result f a search. The cntext fr accessing the menu item is nt imprtant, s select any Package in the Prject Brwser t access it: Versin 1.0.x r later 12 f 21 June 15, 2016

13 Excel Extensins User Guide Fr a Package cntext (ther than search) the fllwing dialg bx will be presented: User actins: 1. Select a path fr the utput Excel file t be created. Existing files can be verwritten. 2. Select ne f the Excel templates. 3. Checkmark any f the fllwing ptins: Optin Open Excel file upn cmpletin Exprt ntes with frmatting Prcess child Packages Keep Tagged Value as frmula Descriptin Autmatically pens the Excel file after exprt. Preserves the internal EA frmatting f the Ntes fields in the exprted cells. This can be useful if the intent is t use the exprt Excel file as a basis fr re-imprt later. Recursively exprt all elements frm all child Packages under the selected Package. Fr any cells f a Tagged Value clumn cntaining a frmula, preserve the frmula rather than lading the value frm EA. This ptin is nly meaningful fr templates cntaining an EAIndex clumn, where template rws are preserved using the start Versin 1.0.x r later 13 f 21 June 15, 2016

14 Enable re-imprt f file Excel Extensins User Guide and end indexes. If the template des nt already cntain a GUID clumn ne is added autmatically s that the exprt can be used later fr reimprt r refresh purpses. Fr an exprt based n selected elements (frm the Brwser r frm a diagram) the dialg bx presented is: The nly difference with the previus interface is the ptin t recursively prcess child elements. Versin 1.0.x r later 14 f 21 June 15, 2016

15 Finally, fr a search based exprt the interface is: Excel Extensins User Guide The drp-dwn presents a relevant subset f the standard EA search definitins plus any custm searches defined by the User. Optinally a filter value can be specified in the Search Criteria textbx, exactly as in the standard EA search interface. Limitatins: Search definitins that are laded by an MDG Technlgy are nt included. It is currently nt pssible t run a standard EA search, then select rws inside the result windw and launch the exprt: as f versin 12.1 EA des nt make the User selectin/s in the results windw visible t the Autmatin APIs. The prgram autmatically creates an Excel I/O tab in EA s Output Windw, ensures that the tab is visible t the User, and lgs the exprt results t it: Versin 1.0.x r later 15 f 21 June 15, 2016

16 Re-imprting mdel data frm Excel Excel Extensins User Guide After an exprted Excel file has been manually updated, the User may want t uplad the values back int EA. The nly pre-cnditins fr the updates t succeed are that: A GUID clumn be present in the wrksheet. The GUID values can be reslved in the repsitry where the re-imprt ccurs. The element t be updated is nt currently lcked thrugh EA Security r by Versin Cntrl. The prgram des nt try t islate nly thse values that have changed: all cells f EA related clumns (with nn-null values) will be upladed int the repsitry. T avid extraneus and/r unwanted updates it is recmmended t delete all irrelevant EA clumns frm the sheet/s. Re-imprts can affect elements lcated anywhere in the repsitry, s the cntext fr accessing the menu item is nt significant. Therefre select any Package in the Prject Brwser t access the cntext menu item (r use the tp level Extensins menu): Versin 1.0.x r later 16 f 21 June 15, 2016

17 The fllwing dialg bx will be presented: Excel Extensins User Guide User actins: 1. Set a path t the Excel file t be upladed. The file will be pened in read-nly mde. 2. Click the wrksheet/s t uplad. 3. Optinally, checkmark the Imprt unrecgnized clumns as new Tagged Values. If set, fr each unrecgnized Tagged Value clumn a new Tagged Value is added (if nt already defined!) t every rw/element imprted, but nly if the cell value is nt null. The prgram autmatically creates an Excel I/O tab in EA s Output Windw, ensures that the tab is visible t the User, and lgs the imprt results t it: Versin 1.0.x r later 17 f 21 June 15, 2016

18 Refreshing Excel data frm EA Excel Extensins User Guide A previusly exprted Excel file can becme stale after sme time, in which case the User may want t refresh the existing wrksheet values frm the current data in EA. The nly pre-cnditins fr the refresh t succeed are that: A GUID clumn be present in the wrksheet. The GUID values can be reslved in the repsitry where the refresh ccurs. A refresh can require access t elements frm anywhere in the repsitry, s the cntext fr accessing the menu item is nt significant. Therefre select any Package in the Prject Brwser t access the cntext menu item (r use the tp level Extensins menu): Versin 1.0.x r later 18 f 21 June 15, 2016

19 The fllwing dialg bx will be presented: Excel Extensins User Guide User actins: 1. Set a path t the Excel file t be refreshed. The file will be pened in read-write mde. 2. Click the wrksheet/s t be refreshed. 3. Checkmark any f the fllwing ptins: Optin Open Excel file upn cmpletin Exprt ntes with frmatting Keep Tagged Value as frmula Descriptin Autmatically pens the Excel file after exprt. Preserves the internal EA frmatting f the Ntes fields in the exprted cells. This can be useful if the intent is t use the Excel file as a basis fr re-imprt later. Fr any cells f a Tagged Value clumn cntaining a frmula, preserve the frmula rather than lading the value frm EA. Versin 1.0.x r later 19 f 21 June 15, 2016

20 Excel Extensins User Guide The prgram autmatically creates an Excel I/O tab in EA s Output Windw, ensures that the tab is visible t the User, and lgs the refresh results t it: Versin 1.0.x r later 20 f 21 June 15, 2016

21 Supprt and cntact infrmatin Excel Extensins User Guide Use the cntact infrmatin belw fr any installatin r runtime issues with the extensin. Feature requests r suggestins fr imprvement are als welcme! Cntact: Frank Truyen Phne: Web: Versin 1.0.x r later 21 f 21 June 15, 2016

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