Reporting and Printing Guide

Transcription

1 Enterprise Studio Reporting and Printing Guide Applies to: Enterprise Studio 2.3 and Team Server 2.3

2 Table of contents 1 About reporting and printing models 4 2 Reporting models to HTML and RTF Generating an HTML or RTF report 5 3 Settings for reporting models Reporting models: general settings Template settings Report format Opening a report Report language Reporting models: HTML settings General tab Appearance tab Browser & Index tab Frames & Pop-ups tab Diagram tab Manual adjustments in the HTML report Reporting models: RTF settings Page setup Diagrams Reporting models: location of the report Reporting models: contents of the report Reporting models: including diagrams Reporting models: including profiles Reporting models: including tables Reporting models: including viewpoints 27 4 Report feedback 29 2

3 4.1 Activating report feedback Feedback link inheritance Feedback link overview Multiple feedback links for one element 33 5 Generated reports Reports to word processors Reports to intranet 34 6 Generating a report in Word, Excel or PowerPoint 39 7 Reporting models to InSite Lite Generating an InSite Lite report Saving an InSite Lite report as viewpoint 44 8 Printing models Including viewpoints Print preview 48 9 Creating a poster of a diagram or view 50 Index 52 3

4 1 About reporting and printing models In Enterprise Studio, models or model parts with all or part of the accompanying information can be reported automatically to a word processor, intranet or directly to a printer. If views are active on diagrams, for example a color view or a tooltip view, these filters can be reported as well. The following reporting and printing options are available: Reporting generate an HTML or RTF report generate a report in Word, Excel or PowerPoint generate an InSite Lite report Printing print a model create a poster of a diagram (in PDF, SVG, or EMF format) Generating InSite Lite reports is not discussed in this guide. For more information about this, please refer to the InSite Guide. 4

5 2 Reporting models to HTML and RTF It is possible to report your model data to HTML and RTF reports, but also to Word, Excel or PowerPoint. For the HTML and RTF report you can report multiple models at the same time, but if you want to include more than one model in your report, the models must have the same metamodel. 2.1 Generating an HTML or RTF report To generate a report, follow these steps: 1. In the model browser, click on the model(s) you want to include in the report. 2. On the File tab, click Report, and then click Report. 3. Optional: A dialog appears indicating the location where the report will be generated. Click OK. 4. In the Generate Report window, specify all relevant settings for the report. 5. Click Report to generate the report. 5

6 3 Settings for reporting models The following settings are available for generating model reports. Tab name General Location Contents Diagrams Settings A number of general settings like the report template that must be used, and the report format. Available formats are HTML and RTF, including a number of format-specific settings. Specify the output location for the report. Specify which model content like diagram images, documentation fields, and "where used" info, must be included in the report. Specify the diagrams and other model components that 6

7 Tab name Profiles Tables Viewpoints Settings must be included in the report. Specify the profiles that must be included in the report and how they must be displayed. Specify the table data and Property table viewpoints that must be included in the report. Specify the viewpoints that must be included in the report. 3.1 Reporting models: general settings On the General tab of the Generate report window you specify a number of general settings for the report like the report template that must be used, and the report format. 7

8 Figure 3.1 General report settings Template settings Templates are used for reporting models. The right template can be selected in Use the following report settings template. All report settings are saved in the template. The following reports settings templates are available: Complete per element: All information in a model is reported per element, in HTML and RTF format. Complete per profile: All information in a model is reported per profile, in HTML and RTF format. Documentation per element: Models are reported in combination with documentation, per element in HTML and in RTF format. Documentation per profile: Models are reported in combination with documentation, per profile in HTML and in RTF format. Standard. When you change one or more settings in one of the other tabs of the report window, the button Save to template will become available. Click it to save your personal settings and apply them to future reports. A template can be removed from the list via the Delete template button. By default, the following predefined report settings are supplied: Report format On the General tab you can select which report formats should be generated: HTML format: Hyper Text Markup Language. Readable by internet browsers like Internet Explorer 5 or higher and Mozilla FireFox 2 (the 8

9 reports require support of JavaScript and frames). The HTML report is suitable for intranet publication and is generated for easy navigating. For more information see the HTML settings. RTF format: Rich Text Format. Suitable for use in word processors (like Microsoft Word). For more information see the RTF settings Opening a report At the bottom of the tab you can indicate that reports should be automatically opened after generation (in the corresponding application). That way you do not have to search for the report on your computer Report language The report language can be specified at the general Enterprise Studio options. That way you can change the language for example from Dutch to English or from English to Dutch. After restarting the tool, you can generate the report in the desired language. 3.2 Reporting models: HTML settings The HTML settings can be accessed by selecting the HTML format check box on the General tab of the Generate report window, and subsequently clicking Settings, or by double-clicking the HTML format text next to the check box. The HTML settings window has several tabs with different settings General tab On the General tab of the HTML settings window, general report settings can be specified. 9

10 Figure 3.2 General HTML settings for reporting models In Start page file name the name of the report start page can be specified. By default, a help file is included explaining the use of the intranet report and a list of used symbols and concepts (legend). You can replace this with your own notes. You can refer to your own help file in the HTML report by selecting the Display custom information with help button check box and select the desired file in the box below it Appearance tab On the Appearance tab of the HTML settings window, different settings with respect to the report's appearance can be specified. 10

11 Figure 3.3 HTML appearance settings for reporting models Cascading style sheet By default, the tool uses the style sheet "ReportStyle.css" for presenting the generated HTML report. The style sheet is included with the tool installation, and can be found in the..\data\reporter\ folder of the tool installation. If you prefer to use your own style sheet, for example to present the report in the corporate style of your organization, then you can specify this style sheet. Select the Use custom cascading style sheet check box and select the file in the box below it. 11

12 Note: If you prefer to use your own style sheet, we strongly advice you to create your own. Do not customize the default style sheet of the tool or use it as basis for your customizations. By default, the style sheet (and any associated files like images) is copied to the report folder. This way, the report folder is independent from other locations (like network drives). Because of this the report folder can also easily be moved or send in total, without losing any of its functionality in the reports. If you do not wish to include the style sheet and its associated files, clear the Include style sheet with the report files. The reports will then contain links to the location of the style sheet and the report cannot function independently. Images and text Besides style sheets, there are settings for image and text. The first is scaling of images. Images (of diagrams) (which will be part of the report) can be scaled to a maximum size, specified in pixels. Furthermore it is possible to change the background color of the images. A suitable color (e.g. the background color used in the style sheet) can be selected by clicking Choose. By default, the images of the views in generated HTML reports are in PNG format. If you work with large plates, you can keep the quality of the images high by using the SVG (Scalable Vector Graphics) format. Images in SVG format always keep a high quality. Documentation tabs By default, the documentation fields are listed in a table in the HTML report. If you want the documentation to be displayed on tabs in the report, select the Use tabs to display documentation check box. 12

13 If you select the Keep exact layout of documentation text check box, tabs and returns will be displayed as entered in the documentation text as far as possible. If the text exceeds the available window space, scrolling is necessary to view it. If the check box is clear (default state), the text will be fitted into the available window, which is common in HTML. Tabs will be displayed with four spaces Browser & Index tab On the Browser & Index tab of the HTML settings window, various options for the model browser and index in the HTML report can be set. Figure 3.4 HTML browser and index settings for reporting models 13

14 Where used An extra index level is added when the Include "where used" in index check box is selected. An index element to which is referred more than once (e.g. an actor) can be expanded to display all model elements, which refer to the specific index entry. Browser/index frames position The frame with browser and index is placed on the left side of the report window by default. You can also choose to present the browser on the right. You can specify the position in Place browser/index frame to the left/right of the diagram. Model browser and index The model browser has the same functionality as the one in Enterprise Studio. It can be used to navigate through the entire model. The index gives an overview of all the elements in a model. By clicking an element in the index, the corresponding model element is displayed. You can choose to include the model browser and/or index in the HTML report by selecting the Show browser and/or Show index check box (es). In the generate report (in the internet browser) you can always choose to change this by turning the model browser and/or index off. In Index type you can specify which index type should be visible first in the generated report: an index based on names or an index based on profiles. The name type will use an alphabetically ordered list of all the model elements. The profile type index will give an overview of the model elements ordered by the used profiles. Both types of index are always available in the generated report and you can switch between the two types in the report itself. 14

15 3.2.4 Frames & Pop-ups tab The use of frames and pop-ups in the HTML report can be configured on the Frames & Pop-ups tab of the HTML settings window. Figure 3.5 HTML frames and pop-ups settings for reporting models Frames and pop-ups By default, the model browser, index and profile summary and profile overview are displayed in frames in the generated report. If you want them to be displayed in pop-up windows, select the desired check boxes below When the report opens, show as pop-up. You can also change the frames into pop-up windows in the generated report itself if the Do not allow users to switch between frames and pop-ups check box is cleared. 15

16 Frame size and display The size of the various frames can be adjusted with the four slides in When the report opens, use frame sizes. The size of the frames can also be adjusted in the generated report if the Do not allow users to resize frames is cleared. Frames will appear and disappear smoothly with the Show or hide frames smoothly check box selected Diagram tab On the Diagram tab of the HTML settings window, you can specify that the report should open with any of the views or diagrams from the model. 16

17 Figure 3.6 HTML diagram settings for reporting models Start diagram/view By default the report opens with a title page. If you want to use one of the views or diagrams as starting point for the report, select the Open the report with the following diagram check box and select the desired diagram or view. You can also specify that the diagram or view's profile summary must be opened by selecting the Open the diagram's profile summary check box Manual adjustments in the HTML report Some of the settings related to the browser and index and the frames and pop-ups, such as showing the model browser and profile overview can also be changed in the HTML report itself after the report is generated. You can for example remove the model browser or have it displayed as a pop-up. These manual adjustments can easily be restored to the settings as they were defined in the report by refreshing your internet browser (F5). 3.3 Reporting models: RTF settings The RTF settings can be accessed by selecting the RTF format check box on the General tab of the Generate report window, and subsequently clicking Settings, or by double-clicking the RTF format text next to the check box. The RTF format can be read by today's most used word processors. At the RTF settings you can configure the page setup as well as the way diagrams and views are handled. 17

18 Figure 3.7 RTF settings for reporting models Page setup The page setup settings deal with the layout of the report. Add header and footer: Adds a header and footer to the report pages. Click Page Setup to further specify them. 18

19 Figure 3.8 Page setup settings There are three places where text and special codes can be filled in. These places represent the locations in the header and footer: left (L), center (C) and right (R). The codes that can be used are displayed in the window. The codes make it possible to include file names, directories, page numbers etc. in addition to the fixed texts. The available codes mean the following: %m: model name %f: file name %F: full path name 19

20 %r: directory name %t: date/time file %T: actual date/time %d: diagram name %D: full diagram name (handy in a nested diagram structure) %A: application name %n: page number %N: total number of pages These codes can be combined with each other and with free text, as demonstrated in the above figure. Furthermore, the paper size and source can be selected. Other options are the orientation (Portrait or Landscape) and the margins (Left, Right, Top and Bottom). Add table of contents with... levels: Adds a table of contents to the beginning of the report with the specified number of levels. Add index: Adds an index to the end of the report. If you select Include "Where used" in index, the index will contain references to page numbers of the places in the report where index elements are used. New page for each element reported: If selected, each element will start on a new page. Use page breaks instead of section breaks: By default, section breaks are added to the report when generated. you select the check box, page breaks will be added instead of section breaks. 20

21 3.3.2 Diagrams Link diagrams as separate files: This option indicates whether separate image files will be created for the diagram images or not. By default the check box is clear, and no separate image files are created: the images are embedded in the RTF file. This makes handling the report relatively easy: for example, if you want to send the report to someone else, you only have sent this RTF file. Selecting the check box results in a separate image file for each diagram, which the generated RTF file links to. If you open the resulting RTF file in a word processor such as MS Word, these images (diagrams) are shown as if they were part of the document itself. The advantage of linked images is that you can easily reuse them within other documents, by creating links to these files. A disadvantage is that the report consists of more than one file: one RTF document and separate files for each diagram image. This makes handling the report slightly more complex. For example, if you send the generated document to someone else, the image files must be sent as well, otherwise the diagrams will not be visible to the recipient of the document ("broken links" are the result). Even when separate image files were generated, it is still possible to embed the pictures within the RTF document afterward. 3.4 Reporting models: location of the report The output location for the report can be set on the Location tab of the Generate report window. A report folder is created for every report generated. Enterprise Studio will use the name of the reported model as a standard name for the report folder. This name can be changed. The report folder will be created in the location mentioned at Report Location. 21

22 Figure 3.9 Location settings for reporting models 3.5 Reporting models: contents of the report On the Contents tab of the Generate Report window you can specify the model parts that are included in the report. You can select if the report contains the pictures of the diagrams and views (Diagram images). In case of Amber models you can also indicate if the report contains attributes and possibly scripts of actions (Action attributes and scripts), and cross-reference tables with the relations between actions and actors (Sub-process - Actor relations) and with the relations between actions and items (Sub-process - Item relations, comparable to the so-called CRUD matrix). Furthermore you can determine whether or not documentation is included in your report, and if so, which documentation fields are 22

23 included. Beside single documentation fields (for every model element), all documentation fields of the same kind can be reported in one table. For example, when your report contains four documentation fields, four tables will be part of the report that all show an overview of all elements in the model containing those fields. Figure 3.10 Content settings for reporting models 3.6 Reporting models: including diagrams On the Diagrams tab of the Generate report window you can indicate which diagrams and components should be part of the report. In the tree structure you can select the diagrams, views and components one by one. By using the buttons All and None you can select and clear all components at once. 23

24 Figure 3.11 Diagram settings for reporting models 3.7 Reporting models: including profiles On the Profiles tab of the Generate report window you can determine which profiles must be included in the report. Profiles that are not assigned will not be reported either. So you only have to exclude the assigned profiles that should not be in the report (for instance because that information is not relevant for the reader of the report). You can choose for an overview per profile, per model element or for both. If you clear both check boxes, no profile information will be part of the report. 24

25 Figure 3.12 Profile settings for reporting models Overview per profile: The information for every diagram will be ordered according to the existing profiles. This means that per diagram, for all assigned profiles tables will be created which will contain this information. Overview per element: The information for every diagram is ordered according to the model elements. This means that per diagram, for all model elements, tables will be created which will contain the information. 3.8 Reporting models: including tables On the Tables tab of the Generate report window you have the opportunity to exclude the empty columns and rows from the tables. You can choose to: 25

26 Only include the columns that belong to a model element with a name (arrows without conditions for example will not be reported separately). Include or exclude a column with the model element type (action, interaction, sub-process etc.). Figure 3.13 Table settings for reporting models Include serial numbers: For Amber models you can also indicate whether the model elements must be numbered by selecting Include serial numbers. Enterprise Studio will then automatically number all model elements, which will be printed with each name in the report. When you combine this with a visualization of the numbering in Enterprise Studio (with a label view) you can easily find the information back in the report. 26

27 Viewpoints to report with each diagram: Select the Property table viewpoints that you want to include with every diagram of the model. The report will show the viewpoint's tables on diagram level containing only the objects which are below the diagram's main object in the tree structure of the model. Note: Property table viewpoints are stored including scripts. Therefore they can be edited with the Query tool if desired. However, the moment you start editing a Property table viewpoint, it will turn into a regular, non-editable viewpoint. 3.9 Reporting models: including viewpoints On the Viewpoints tab of the Generate report window you select the viewpoints you want to include in the report. The viewpoint overview only includes the viewpoints that are stored in the model. The following viewpoint types can be reported: viewpoints of most view filters (for example color view and label view) viewpoints of tables (properties, actors etc.) viewpoints of worksets The viewpoints will be reported in a separate chapter of the report. 27

28 Figure 3.14 Viewpoint settings for reporting models 28

29 4 Report feedback You can add a feedback function within the HTML report. Users of this HTML report can send their feedback on the business processes to the responsible person or organization unit. Within the HTML report an e- mail envelope is added, which can be activated by the users. Consequently, the related ( ) links will be presented, out of which the user can activate one specific link. Below, an example is shown in which the user can send feedback with respect to the process "Registration" to the process owner. Figure 4.1 Send report feedback by mail Consequently, a (partly) filled in message will be opened in the standard editor that can be adjusted and sent by the user. Below is an example of a pre-filled message opened in Microsoft Word. 29

30 Figure 4.2 Example of a generated feedback 4.1 Activating report feedback You can add the report feedback function within your HTML report by using the Report feedback profile. You can assign this profile to (if needed all) objects within your model. After that, you tune the feedback function by assigning values within this profile. First, indicate whether the feedback option must be active or not for this particular object (property active). So, with this property you can turn the feedback function on or off. You can also indicate whether the pre-filled message must contain information on where the feedback function was activated (the context). If so, you can also specify the context title, for example: "The 30

31 feedback relates to:" (property context title). Below examples are shown of the Properties window showing the "Report feedback" profile. Figure 4.3 Activating report feedback via profile The effect of these context settings can be seen in the example feedback message shown before. In addition to this you need to add a link, for example to an message, feedback form or feedback web page. Figure 4.4 Link for report feedback Clicking Link will show the following window. 31

32 Figure 4.5 Settings for report feedback link In this window you can specify the recipient(s), the message subject and the initial message text. Only the To specification is mandatory. By using the Test button you can try the feedback function on your own computer. Notice that other users may have another computer configuration, resulting in different behavior. If users do not have access, nothing will happen when they activate the link. TIP: keep the texts as concise as possible. Some clients (like versions of Lotus Notes) refuse to open links longer than ca. 255 characters. If necessary deactivate the with context option at the properties. 4.2 Feedback link inheritance The feedback information applied to a specific model element is also applicable for the underlying model elements. If you specify feedback information for a diagram or view, this information is also applicable to 32

33 the elements drawn on this diagram or view. If you specify another link for one of the underlying elements, this link will be used for this elements, as well as for the underlying elements. 4.3 Feedback link overview For an overview of all feedback links, use the Link table or the Property table showing the properties from the "Report feedback" profile. 4.4 Multiple feedback links for one element Multiple feedback links can be linked to one element. To do this, add multiple links to the Report feedback section on the Properties tab of the element's Properties window. 33

34 5 Generated reports 5.1 Reports to word processors Enterprise Studio models can be easily reported to word processors using the RTF report. This format can be imported in today's most commonly used text editors like MS Word. Table of contents and index The generated table of contents and index should be updated after being generated. This can be done by selecting all contents (Ctrl+A) and then executing the "update fields" function in Word (F9). Report order The order in which the elements in a model or diagram are reported, for example the order in which actions are listed in a documentation table, follows the order of these elements in the model itself. Files The RTF report is saved in the designated folder, in a sub-folder rtf. This sub-folder contains a file <filename>.rtf. If the RTF setting Link diagrams as separate files is selected, this folder also contains the diagram images from the model as separate files (.EMF or.wmf). 5.2 Reports to intranet Enterprise Studio models can be published on intranet or internet by generating an HTML report. Users can easily view and browse these models and the accompanying documentation, using their standard browser. 34

35 Intranet use The HTML report is written to the designated directory in a sub-directory html. This directory contains a file AA_ReportStart.html, which is a shortcut to the intranet report. You can open this file in your browser, for instance by double-clicking it. If you have set the right option, this report is automatically opened. The other files in the directory are automatically loaded on selecting a menu or clicking on objects in the diagrams or links in tables. Frame layout The HTML report is divided in a number of frames, depending on the contents. A toolbar is situated in the upper part of the window. This toolbar contains various buttons on the left and a selection list for diagrams on the right (for navigation through diagrams). The buttons have the following functionality: Button Name Description show model browser With this button the model browser reappears after it has been closed (the model browser can be closed by clicking the little cross in the corner of the frame). show model index show current hyperlink With this button the model index reappears after it has been closed (the model index can be closed by clicking the little cross in the corner of the frame) Via this button, a link is displayed, in a separate window. The link saves the 35

36 Button Name Description current state of the report. The current state can be recalled by following the link. show diagram full size restore diagram to normal size show help With this button a diagram can be displayed over the full width of the screen. Other frames will disappear. The diagram will be brought back to its regular size. Frames, present before, will be displayed again. Instructions on the use of the HTML report, including a legend of the used symbols. On the side of the report there is a frame with the menu structure. Underneath this, there is a frame with the index (only when you chose to report these elements). By default the menu and index are placed on the left. However, you can choose to have them displayed on the right. 36

37 Figure 5.1 Generated HTML report Menu Via the menu you can choose a diagram or an overview table belonging to the diagram. Within a diagram, every object is clickable. All relevant information on the selected object (like documentation) will appear after clicking. This information is presented in a table at the bottom of the window. The tables can contain links to attributes and profiles, amongst others. When you follow one of these links, a second frame, with the extra information, will appear at the bottom. Besides this it is also possible to display links to other documents (like work instructions in a word processor). To zoom in on a collapsed sub-process, click the underlined name or browse via the menu. The menu presents an overview comparable to the menu browser in Enterprise Studio. If you are at the lowest collapse 37

38 level of an object and click the object's name label, you will return to the level above. Index Another option to browse through the model is using the index. All elements of the model are sorted, either by profile or by name (alphabetically). An overview can be given per role or actor, to show where they are used in the model (only if the Include "where used" in index check box is selected during generation of the report). Update the report To update the report after changing your model, just regenerate the report via File > Report > Report. All relevant files are generated again. Refreshing the image in your browser results in the updated report. Send report An HTML report can be moved to another directory or drive or sent by e- mail to someone else, by moving or sending the complete directory html directory. Especially when ing the report, it is advisable to zip this directory beforehand. 38

39 6 Generating a report in Word, Excel or PowerPoint For some of the modeling languages and methods in Enterprise Studio it is possible to generate a report of the model in Microsoft Word, Excel and/or Powerpoint. These reporting functions are available for ArchiMate, BPMN and Amber models. To generate a report in Word, Excel or PowerPoint, do as follows: On the metamodel tab, in the Reports group, click on Word, Excel or PowerPoint, depending on the type of report you want to generate. Next, a Word document, Excel sheet, or PowerPoint presentation is opened containing model data. 39

40 7 Reporting models to InSite Lite InSite Lite can be used to export models or parts of models from Enterprise Studio for creating visual reports. InSite Lite is a web-based reporting tool that allows you to create visual reports of the models in your model package. An InSite Lite report provides an overview of all diagrams and views that are selected for the report and through which you can navigate. Figure 7.1 Example of an InSite Lite report In the diagrams and views you can activate color viewpoints and label viewpoints. For each object in a diagram or view you can view the properties and relations. 40

41 Viewpoint A generated InSite Lite report automatically produces an unsaved viewpoint that may be saved with the model. Clicking the viewpoint will recreate the report. As with other types of viewpoints, its script can be customized using the Query tool. 7.1 Generating an InSite Lite report An InSite Lite report can be generated from a model package. To generate an InSite Lite report, do the following: 1. In the model browser, select the model package you want to report. 2. On the File tab, click Report, and then click InSite Lite. The following window appears: 41

42 3. Optional: The Report location and Name of the report folder are automatically filled. You can change them if you want to. 4. Next, select the diagrams and views you want to include in the report. Browse through the model overview and put a check mark in front of the desired diagrams and views. Click All if you want tot select all available diagrams and views at once. 5. Define a start diagram. This is the diagram or view that is displayed on the home page of the report and forms the entrance to the report. To do this, first select an already chosen diagram or view and then click Set. 42

43 6. Optional: By default, all profile attributes with relevant values will be included in the report. If you do not want to include them all, click the Profile attributes tab and the select the attributes you want to exclude from the report. 43

44 Note: Filtering attributes can be metamodel transcendent. It means that when you exclude an attribute that is available in multiple metamodels, the attribute will be excluded for every metamodel that is available in the model package. Not only for the metamodel in which you exclude the attribute. An attribute that is available in multiple metamodels can be recognized by an asterisk (*). 7. Optional: Any viewpoints saved in the selected model package are not included in the report by default. If you want to include them in the report, click the Viewpoints tab and select the desired viewpoints. 8. Click Generate to start generating the report. When the report is completed, it is automatically opened in your web browser. 7.2 Saving an InSite Lite report as viewpoint The generated report also produces an unsaved viewpoint that you can save in your model to use it later without having to generate the report 44

45 over and over again. The viewpoint is presented in the Viewpoints pane. Example: To save the report as viewpoint, follow these steps: 1. Right-click the unsaved viewpoint and click Save in model. 2. In the Save query window, select the location in the model where you want to save the report viewpoint. 3. In Save under name, type a name for the viewpoint and click Save. 45

46 The report is now added to the list of saved viewpoints in the Viewpoints pane. As with other types of viewpoints, the script of an InSite Lite report viewpoint can be customized using the Query tool. 46

47 8 Printing models In Enterprise Studio, models or parts of it can be directly printed on any printer available on your system. To print a model, make sure the model you want to print is selected in the model browser, and do as follows: On the File tab, click Print, and then click Print, or press Ctrl+P. Figure 8.1 Print settings In Print what? you can specify whether you want to print the entire model or specific diagrams or views from it. When printing the complete model, Enterprise Studio prints the diagrams in the order in which they appear in the model browser. Additionally, the number of copies can be set, and on how many pages the print must fit. The last option can be very useful when a large printout of the model is needed. The printed pages can later easily be taped to each other. 47

48 When clicking Properties you can change the properties of the printer, like which printer, double sided printing, paper size, etc. (options depending on your printer). The page setup for printing models is specified separately. You can do this by clicking File > Print > Page Setup. The settings in this window are also used for RTF reports. See RTF settings for reporting models for the various options. 8.1 Including viewpoints If you want to include viewpoints when printing diagrams or views, make sure that these viewpoints are activated in the corresponding diagrams and views. When printing diagrams and views, the information that is currently shown in the diagram or view will be printed. For example, when you have activated a color view, this view is included when printing. 8.2 Print preview It is possible to make a print preview of the selected diagram or view. This preview shows the diagram or view as it will be printed on the selected printer. The preview allows showing several pages at the same time, and zooming in and out. You can get a print preview by clicking Print preview active diagram in the Print window, but you can also get it via File > Print > Print Preview. 48

49 Figure 8.2 Example of a print preview 49

50 9 Creating a poster of a diagram or view Creating a poster of your model diagram or view enables you to display your diagram or view at large size and keep high quality images. You can create a poster of an entire diagram or view, but also of a selection of elements in the diagram or view. Posters can be created in PDF, SVG and EMF format. Figure 9.1 Example of a poster in PDF format To create a poster, follow these steps: 1. Open the diagram or view you want to create a poster of and make sure it is the active (visible) diagram/view. 2. Optional: If you want to create a poster of only a selection of elements, select these elements in the diagram or view. 50

51 3. On the File tab, click Print, and then click Create Poster. 4. In the Create Poster window, specify the poster settings: a. In Output format, select the desired output format of the poster: PDF (default), SVG (vector image), or EMF. If you use shadows in your model objects and choose the PDF format, be aware that the shadows will not be shown in the poster. b. Optional: By default, the entire diagram or view is included in the poster (Diagram). If you only want to include the elements you have selected at step 2, click Selection. c. Optional: In Margins in mm, set the page margins for the poster. Default setting for the margins is 10 millimeter. 5. In Location, specify the location where the poster must be saved. If you do not change it, the poster is saved in your Temp folder. 6. In File name, type a name for the poster. By default, the poster has the name of the diagram or view. 7. Optional: If you do not want the poster to be opened directly after creating, clear the Open file check box. 8. Click OK to create the poster. 51

52 Index H A C automatic numbering in reports 26 cascading style sheet HTML report 11 contact information 54 creating posters 50 HTML report cascading style sheet 11 documentation tabs 12 documentation text layout 13 frames and pop-ups 15 generating 5 include "where used" 14 model browser and index 14 report feedback 29 settings for images and text 12 HTML settings for reporting 9 start diagram 17 D E F G diagrams creating poster 50 including in reports 23 documentation tabs HTML report 12 documentation text layout HTML report 13 Excel generating report 39 frames and pop-ups HTML report 15 generating HTML report 5 InSite Lite report 41 report in Excel 39 report in PowerPoint 39 report in Word 39 RTF report 5 I L M P image and text settings HTML report 12 InSite Lite 40 viewpoint 41 InSite Lite reports generating 41 saving as viewpoint 44 language for reporting 9 model browser and index HTML report 14 models printing 47 reporting 5 settings for reporting 6 poster, creating 50 52

53 R PowerPoint generating report 39 print preview 48 printing models 4, 47 creating poster 50 including viewpoints 48 print preview 48 printing order 47 printing order 47 profiles including in reports 24 report contents 22 report feedback 29 report format 8 report location 21 reporting models to InSite Lite 40 reporting models 4-5 automatic numbering 26 general settings 7 generated reports 34 HTML settings 9 including diagrams 23 including profiles 24 including tables 25 including viewpoints 27 manual adjustments 17 report contents 22 report format 8 report location 21 RTF settings 17 settings 6 template 8 used language 9 S T V W RTF report generating 5 settings for reporting 17 settings for reporting models 6-7, 21-25, 27 start diagram HTML report 17 tables including in reports 25 template for reporting 8 viewpoints including for printing 48 including in reports 27 saving InSite Lite report 44 views creating poster 50 where used in HTML report 14 Word generating report 39 53

54 Contact BiZZdesign Service desk Academy Inside sales Head office Website Customer portal For questions and information regarding service and support. Phone: servicedesk@bizzdesign.com For questions and information regarding training and education. Phone: academy@bizzdesign.com For questions and information regarding commercial conditions, new modules, and prices for use. sales@bizzdesign.com For general questions and information. Phone: info@bizzdesign.com