Dashboard Extension for Enterprise Architect

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1 Dashbard Extensin fr Enterprise Architect Dashbard Extensin fr Enterprise Architect... 1 Disclaimer... 2 Dependencies... 2 Overview... 2 Limitatins f the free versin f the extensin... 3 Example Dashbard Grid... 4 Installatin... 5 Verifying the installatin... 5 Viewing and interacting with the dashbard... 8 Changing the Package Hierarchy fr an Element Type Exprting the dashbard t Excel XML Cnfiguratin File Supprt and cntact infrmatin Versin 1.0.x r later 1 f 14 June 2, 2016

2 Disclaimer Versin 1.0.x f the Dashbard extensin has been successfully tested fr deplyment with Enterprise Architect versins 9.3 up t This deplyment, as well as the 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 9.3 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 Dashbard extensin prvides the ability t display a prject status dashbard thrugh a grid like interface embedded within the Enterprise Architect diagramming area (see the example belw). This interface is nn-mdal s all ther EA windws can be used while the extensin is active. Current prject status values are cmputed fr the fllwing element types: Requirements. Use Cases. Classes. Cmpnents Values are reprted fr the fllwing element related prperties, with each reprt sectin brken dwn by steretype: Element status (Prpsed, Validated, Apprved, Implemented, etc.). Realizatin (i.e. whether an element is realized by means f a particular assciatin in the mdel. Fr example, whether a Requirement is realized by ne r mre Use Cases). The fllwing prperties f this grid sectin can be custmized by the User by mdifying an external XML cnfiguratin file: The type f cnnectr (e.g. Realisatin ) that represents a lgical realizatin. Versin 1.0.x r later 2 f 14 June 2, 2016

3 The directin f the cnnectr (surce-t-target r targett-surce). The types f element that are cnsidered t realize anther ne when placed in a relatinship with it. Fr example, Use Case t realize a Requirement, r Class r Cmpnent t realize a Use Case. Testing items, brken dwn by test type (e.g. unit, system, scenari, etc.) and by test result (pass, fail, etc.). Maintenance items, brken dwn by type (e.g. defect, issue, etc.) and by status (new, verified, cmplete). Element sectins f the grid can be shwn r hidden. Alternatively ne r mre element types (e.g. Use Case) can be disabled (i.e. prevented frm being included in the grid display) by updating an external XML cnfiguratin file. Status sectins f the grid can be shwn r hidden. User settings are saved t an external XML cnfiguratin file and autmatically reapplied when the dashbard is repened fr the same EA repsitry. By default the prject status values are reprted against the entire mdel, but the User has the ptin, fr each element type, t cnstrain the results t a selected package structure. User settings are saved t an external XML cnfiguratin file and autmatically reapplied when the dashbard is repened fr the same EA repsitry. The entire grid can be exprted t Excel. Limitatins f the free versin f the extensin Only the fur element types listed (Requirement, Use Case, Class and Cmpnent) are included in the dashbard. T add additinal element types (e.g. UML r BPMN Activities) please cntact us. T determine whether an element is realized r nt, nly a single cnnectr type (e.g. Dependency) can be specified. Only package structures, and nt individual packages, can be selected as element filters. The extensin has been extensively tested with Micrsft Access and SQL Server. If yu encunter any difficulties in executing the underlying SQL statements n yur database, please cntact us with the specifics f yur database setup and any errr infrmatin reprted by the add-in. Versin 1.0.x r later 3 f 14 June 2, 2016

4 Example Dashbard Grid Versin 1.0.x r later 4 f 14 June 2, 2016

5 Installatin 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 the 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 Dashbard menu item under the Extensins menu: Nte that the ther extensins shwn in the abve screensht may r may nt be present, depending n yur Enterprise Architect versin and cnfiguratin. Versin 1.0.x r later 5 f 14 June 2, 2016

6 Shuld the menu entry nt be present, select the Manage Add-Ins menu ptin: And cnfirm that the Dashbard 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. If the Dashbard entry itself is nt fund then the extensin installatin did nt cmplete successfully. Versin 1.0.x r later 6 f 14 June 2, 2016

7 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 Dashbard extensin is still nt laded crrectly in Enterprise Architect, remve the prgram thrugh the Windws cntrl panel and start the installatin prcess ver. At the cmpletin f a successful installatin the fllwing files are installed in the selected directry: Cephas_Sftware_EULA.pdf Dashbard.pdf (this file) Interp.EA.dll DashbardAddin.dll Versin 1.0.x r later 7 f 14 June 2, 2016

8 Viewing and interacting with the dashbard 1. At any time select the View Dashbard item frm the Extensins Dashbard menu: The fllwing User interface is then presented: Versin 1.0.x r later 8 f 14 June 2, 2016

9 Field descriptins and User actins: Field Descriptin 1. Each element type is allcated 3 clumns. The first clumn cntains the breakdwn by steretype field. The next clumn may cntain a secndary breakdwn by categry field (e.g. element status). The third clumn (highlighted in yellw) cntains the cunt f elements per breakdwn. 2. The first clumn is reserved fr the sectin name f the grid (Status, Realized, Unrealized, Testing and Maintenance). 3. The first rw is reserved fr the package path f each element type. The string Default indicates the entire repsitry is searched fr that type. The first clumn f each element type cntains the full package path name (single click this cell t display the full path in the status bar see field 11 r duble click the cell t select a specific package structure see next page fr details). The secnd clumn displays the tp level package name f the structure and cannt be changed. A single click n any cell f rw 0 ther than the full package path will display the current lcatin f the XML cnfiguratin file. 4. The primary breakdwn steretype name. 5. The secndary breakdwn categry name. 6. The ttal cunt per element type fr the current sectin. Highlighted in light blue. 7. Click the refresh buttn t re-cmpute all f the values, fr example after making changes t the mdel. 8. Hide r shw element types in the grid by tggling the checkmark in the drpdwn list. Element types that are disabled in the XML cnfiguratin file will nt be listed. 9. Hide r shw sectins f the grid by tggling the checkmark in the drpdwn list. Upn exiting the interface these settings are saved in an external XML cnfiguratin file and autmatically applied when repening the dashbard in the same repsitry. 10. Click t exprt the grid t Excel. All element types and sectins f the dashbard will be exprted, regardless f their visibility in the grid at the time f exprt. 11. The status bar prvides visual feedback t any actins perfrmed in the dashbard interface. It als allws the cmplete package path t be displayed (see field 3). T exit the dashbard, simply click the X buttn in the tp right hand crner f the interface. Versin 1.0.x r later 9 f 14 June 2, 2016

10 Changing the Package Hierarchy fr an Element Type In rw 0 (the tp rw), duble click the first f the three clumns f an element type in rder t filter the status results f that type by the cntent f a package structure: The first and secnd clumns f rw 0 (fr that type) will be updated with, respectively, the full path name and the name f the selected package: T view the full package path withut resizing the clumn, single click n that same cell and read the value in the interface status bar. Caveat: the deeper the nested package structure, the lnger it may take t cmpute the grid values (depending n database type and size)! Versin 1.0.x r later 10 f 14 June 2, 2016

11 Exprting the dashbard t Excel Click the Exprt buttn in the interface: By default the current date is included in the prpsed file name. Adjust the name if required and click the Save buttn. Sample utput: Versin 1.0.x r later 11 f 14 June 2, 2016

12 XML Cnfiguratin File The first time the dashbard is pened fr a given repsitry a default XML cnfiguratin file is created in the User s Applicatin directry. The specific lcatin may vary depending n the Windws perating in use. A typical file path n Windws 7 is: C:\Users\<User Name>\AppData\Raming\Sparx Systems\Dashbards On Windws XP: C:\Dcuments and Settings\<User Name>\Applicatin Data \Sparx Systems\Dashbards The file is keyed n the unique prject GUID maintained by EA (e.g. {D2E360D0-E5C BA2A-86D83198A739}_Dashbard.xml): The fields highlighted in yellw are autmatically updated by the Dashbard extensin when it is clsed. The fields highlighted in green can be changed by the User (make these updates in between dashbard launches; therwise the changes will be verwritten by the add-in): Versin 1.0.x r later 12 f 14 June 2, 2016

13 1. Debug level: if prblems are encuntered with the add-in, set this value t 1 t see additinal lg infrmatin appear in EA s utput windw (fr example, the executin times f the SQL statements). 2. Set this t False t prevent the element type frm appearing in the dashbard grid. 3. Change the cnnectr type that represents a realizatin f this type. Only a single value is accepted. Make sure the spelling matches the value expected by EA. An empty value defaults t Realisatin. 4. Set the directin t either SurceTTarget r TargetTSurce. The default XML cnfiguratin assumes a traditinal way f marking realizatin fr each type: Type (Target) Surce Directin Cnnectr Type Requirement Use Case Surce-t-target (Use Case Requirement) Use Case Class r Cmpnent Target-t-surce (Use Case Class/Cmpnent) Class Cmpnent Target-t-surce (Class -> Cmpnent) Cmpnent Nde r Artifact Surce-t-target (Nde/Artifact Cmpnent) Realisatin (spelled with an s ) Dependency Dependency Manifest Change the directin as needed t match yur mdeling practices. 5. Set the element types that represent a realizatin f the target type when assciated with ne anther using the specified cnnectr. Enclse each value in single qutes, and separate multiple values with a cmma. Alternatively set the field t empty t have any element that is assciated thrugh that cnnectr type represent a realizatin. Versin 1.0.x r later 13 f 14 June 2, 2016

14 Supprt and cntact infrmatin 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 14 f 14 June 2, 2016

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