212123, 1:47 PM ‘Opening diagrams as read-only Working With Model Items and Diagrams > Working with diagrams > Basies > Opening diagrams as read-only Opening diagrams as read-only If you open a diagram in an editable state, other users cannot change that diagram until you close the diagram or release the lock. In a multi-user environment, we recommend that you open diagrams as read-only, and then lock diagrams you want to change 1. On the Model tab, click Options. 2. Click the Diagrams entry. 3. Select the Open Diagrams Read-only check box 4. . If you want to be warned when opening a diagram as read-only, select the Warn Before Opening Read-only Diagram check box Related Topics Locking a read-only diagram for you to change Unlocking an editable diagram for other users to change fie:11C:/Program Files (x86)'Windchll ModelerModeler'SystenvHolpindex himl¥pagellntegty_Madelor%2Frisme%2Fopening_diagrams_as_re. 1"212123, 1:47 PM (Creating anew diagram Working With Model Items and Diagrams > Working with diagrams > Basics > Creating a new diagram Creating a new diagram 1. In the Packages pane, right-click the Package in which you want to create the diagram. 2. Select New > Diagram, point to the appropriate submenu, and then click the command for the diagram type you want to create, Modeler opens the new diagram, which in most cases will be blank. Alternatively: 1. Select the package in which you want to create the diagram. 2. On the Home tab, click the arrow next to New diagram type and then click the option for the diagram type you want to create. You can also create new diagrams based on the configurations and styles of a previously created diagram. For more information, see Setting up default view options and compartments for new diagrams. ‘A * You create an Activity Diagram through the context menu of the Activity that will own it. * You create a State Diagram through the context menu of the State Machine that will own it. file:1C:/Program Files (x86)'Windchll ModelerModelerSystenvHolpjindex himl¥pagellntegty_Madelor2Frisme'2Fcreating_a_new_dagram. 1"212123, 1:47 PM Siting up default view options and compartments for new diagrams Working With Model Items and Diagrams > Working with diagrams > Basics > Setting up default view options and compartments for new diagrams Setting up default view options and compartments for new diagrams You can define default view options and compartments for new diagrams by applying the «DiagramDefaults» stereotype to a diagram that defines the default view options and compartments you want to use. For example, if we create a Block Definition Diagram named Abstract BDD, set up its default view options and compartments through the View Options command, and then apply the «DiagramDefaults» stereotype to that diagram; next time we create a Block Definition Diagram in the model, the default view options and compartments of that diagram will be copied from the Abstract BDD diagram. This is similar to setting up a diagram template. There are two approaches you can take: * After defining default view options and compartments for a diagram, you can apply the «DiagramDefaults» stereotype to that diagram so that the default view options and compartments you set up are used for new diagrams of the same type * You can create abstract diagrams whose only purpose is to define the default view options and compartments for new diagrams of that type. If you want to create an abstract diagram that uses the default view options and compartments that have been defined for a diagram in the model, you can clone that diagram, remove all the symbols from the clone's diagram, and apply the «DiagramDefaults» stereotype to that clone, To use an existing diagram to define default view options and compartments for new diagrams: 1. Locate the diagram that you want to use to set up the default view options and compartments of new diagrams of the same type. 2. Right-click the diagram, and select Links > Stereotypes > DiagramDefault To create an abstract diagram to define default view options and compartments for new diagrams: 1. Create a diagram of the appropriate type. You may want to group all the abstract diagrams in the same Package. 2. Right-click the diagram you created, and then clickOpen. 3. Right-click the background of the diagram, and then click View Options. Modeler opens the Diagram/Default View Options dialog. 4. For each symbol type you want to set up: fielIC:yProgram Files (x86)'Windchill ModelerModeleriSystem/Helalindex.himi#pagelintegrty. Madeler2Frisme%2FSettng_up_defaut view... 1/2212128, 147 PM Selting up detaul view options and comparlmens for new diagrams. a, In the left pane, select the symbol you want to set up. b. On the Options tab, set up the view options for the symbol as required, c. On the Compartments tab, select the check boxes associated with the compartments you want to show for the symbol. To find diagrams that define default view options and compartments: 1. From the Dictionary pane, expand the UML folder, expand the Stereotypes folder, and then locate the «DiagramDefault» stereotype. 2. Right-click the «DiagramDefault» stereotype, point to Report, and then click Usage Diagrams that are stereotyped by the «DiagramDefault» stereotype (those diagrams that define default view options and compartments) are listed in the Results pane. fle:1tC:/Program Files (x86) Windchill ModelerModeler'SystenvHelpfindex himl¥pagellntegrty. Modeler 2Frisme%2FSeting.« 22212123, 1:47 PM ‘Copying diagrams Copying diagrams You can copy diagrams through a drag and drop operation or through a copy and paste operation. To copy diagrams through a drag and drop operation: 1. In an appropriate pane, select the diagrams you want to copy. 2. Press and hold the Ctrl key and drag the diagrams to the item that is to own the copies. {A «+ If during a drag and drop operation you hover over a pane or pane tab, that pane will get the focus. + If during a drag and drop operation you hover over an expand symbol, the item will expand ‘+ When copying a diagram through a drag and drop operation, the pointer changes as follows when over a valid target item Bs To copy diagrams through a copy and paste operation: In an appropriate pane, select the diagrams you want to copy. On the Home tab, click Copy. Click the item that is to own the copy. On the Home tab, click Paste. AYN fie:11C:1Program Files (x86)'Windchll ModelerModeleriSystenvHelpfindex himl¥pagellntegrty. Modeler 2Frisme%%2Fcopying_a_diagram html 1"212123, 1:48 PM ‘Ordering child ciagrams fie:(1C:/Program Files (x86)Windchll ModelerModelerSysten/Holp/index himl¥pagellntegty_Madeler%2Frisme%2Fordering_cilé_diagrams. Working With Model Items and Diagrams > Working with diagrams > Basics > Ordering child diagrams Ordering child diagrams In the Packages pane and Relationships pane you can order the following child diagrams: * An Activity item's Activity Diagrams * A Class item's Use Case Diagrams, Composite Structure Diagrams, Sequence Diagrams and Text Diagrams * An Event item's Communication Diagrams and Sequence Diagrams * An Operation item's Communication Diagrams and Sequence Diagrams + A State Machine item's State Diagram + A Use Case item's Communication Diagrams and Sequence Diagrams The order of an item's child diagrams determines that order they appear in Publisher reports, 1. In the Packages pane or Relationships pane, locate the diagrams you want to order. 2, For each diagram you want to move in the browser, right-click the diagram, and then click Move Up or Move Down as appropriate. Related Topics Ordering items in a package 1"212123, 1:48 PM Copying diagram images to other applications Working With Model Items and Diagrams > Working with diagrams > Basics > Copying diagram images to other applications Copying diagram images to other applications You can copy diagram images to other applications, such as Microsoft Word documents. When you copy a Modeler diagram to the Windows Clipboard, Modeler uses the Enhanced Metafile format (EMF+). If you paste a Modeler diagram to another application that does not use the Enhanced Metafile format by default, use the Paste Special command and select the Enhanced Metafile format. Note that if you paste a Modeler diagram to another application without using the Enhanced Metafile format, you will lose anti-aliasing and transparency information from the diagram. Note that if you copy Statements on a Sequence Diagram and then past those steps into a Microsoft Word document, the Statements are pasted as text with no graphical information pasted To copy a diagram to other applications 1. Select the diagram in the appropriate pane. 2, On the Home tab, click Copy. 3, Paste the content of the Clipboard to the other application. To copy part of a diagram to other applications Open the diagram. Select the diagram symbols you want to copy. On the Home menu, click Copy. Paste the content of the Clipboard to the other application. AYN E fie:11C:/Program Files (x86)'Windchll ModelerModeler'SystenHolpjindex himl¥pagellntogty_ Modeler 2Frisme%2Fcopying_ diagram images. 1"212123, 1:48 PM Merging diagrams orig Wh Melts and Diagrams > Working wih dagrans > Bases > Magne gran Merging diagrams You can merge a diagram into another diagram of the same type. | When you merge two diagrams, Modeler deletes the source diagram after the merge. For most diagrams, the diagram items in the diagram that was merged will appear in the target diagram, placed in the same position. After merging a diagram, you typically have to tidy up the target diagram. If a textual property has different values for the source and destination items, the destination value takes precedence. If a textual property has a value on only the source or destination item, that value will be set on the destination item after the merge For information about how rich text is merged for Text Diagrams, click here. To merge a diagram into another diagram 1. In an appropriate pane, locate the diagram that you want to merge 2. Right-click the item, and then click Copy. 3. In an appropriate pane, select the diagram that you want to merge into. 4. Right-click the item, and then click Merge. 5. Click OK. 6. If the results of the merge are not as you want, on the Edit menu, click Undo. 7. Tidy up the diagram A log of the merge operation is sent to the Output pane, Related Topics Merging items fie:/C:/Program Files (x86)'Windchill ModelerModeleriSystenvHelpindex himl¥pagellntegrty. Modeler%2Frisme%42Fmerging_dlagrams.htmi23 1"212123, 1:48 PM Opening a diagram Opening a diagram You open a diagram in a number of different ways. To open a diagram from its diagram item From the appropriate Modeler pane, double-click the diagram you want to open. The diagram is opened in the Diagram window. A « If another user has the diagram open and locked, the diagram is opened as read- only and a message informs you which user has the diagram locked. + We recommend that you open diagrams as read-only so that you do not prevent other users from changing diagrams that you open. If you then need to change a diagram, you can lock the diagram, make the changes and then release the lock. To open a diagram from a parent or linked item 1. In an appropriate pane, right-click the dictionary item that owns or is linked to the diagram, and then select Open. Alternatively, on a diagram, double-click the item. 2. Click the command for the diagram you want to open. The item's child and associated diagrams are listed. If the command for the diagram you want to open is not shown and the Full List command is shown: a, Click the Full List command to list all the owned and associated diagrams in the Results pane. b. In the Results pane, double-click the diagram you want to open To open a diagram from an owning or linked diagram symbol 1. Double-click the diagram symbol. 2. If a popup menu appears, click the command for the diagram you want to open The item's child and associated diagrams are listed. If the command for the diagram you want to open is not shown and the Full List command is shown: a. Click the Full List command to list all the owned and associated diagrams in the Results pane. b. In the Results pane, double-click the diagram you want to open To open diagrams as read-only 1. On the Model tab, click Options. fielICyProgram Files (x86)'Windchill ModelerModeleriSystem/Helplindex.himi#pagelintegrty. Madeler2Frisme%s2Fapening_a_diagram him... 1/2212128, 1:48 PM Opening a diagram 2. Click the Diagrams entry, 3. Select the Open Diagrams Read-only check box. 4. If you want to be warned when opening a diagram as read-only, select the Warn Before Opening Read-only Diagram check box. To lock a read-only diagram for you to change On the Layout tab, click the | ® | Lock Diagram For Edit button, so that the button is depressed. If another user has the diagram locked, Modeler displays a message informing you which user has the diagram lock. To unlock an editable diagram for other users to change On the Layout tab, click the | Lock Diagram For Edit button, so that the button is not depressed fie:11C:/Program Files (x86)Windchill ModelerModeleriSystenvHolpfindex himl¥pagellntegty. Modeler 2Frisme%2Fopening a_diagramhiml... 222212123, 1:48 PM Locking a read-only diagram for you to change: Working With Model Items and Diagrams > Working with diagrams > Basics > Locking a read-only diagram for you to change Locking a read-only diagram for you to change On the Layout tab, click the Leck Diagram For Edit button, so that the button is depressed. If another user has the diagram locked, Modeler displays a message informing you which user has the diagram lock. Related Topics Opening diagrams as read-only Unlocking an editable diagram for other users to change fil: yProgram Files (x86)'Windchill ModelerMedeleriSystem/Helpindex himi¥pagelintegrty. Madeler2Frisme%k2Flocking_a_read-only_diagr.. 1/1212123, 1:48 PM Unlocking an edit iagram for olner users to change Working With Model Items and Diagrams > Working with diagrams > Basies > Unlocking an editable diagram for other users to change Unlocking an editable diagram for other users to change + On the Layout tab, click the -= | not depressed Lock Diagram For Edit button, so that the button is Alternatively, you can close the diagram to release the lock. Related Topics Locking a read-only diagram for you to change Opening diagrams as read-only ‘ie:/1C:/Program Files (x86)'Windchill ModelerModeleriSysten/Hlpindex himl¥pagelintegrty_ Modeler%2Frismo%42Funlocking_an_ot 1"212123, 1:48 PM Linking iagrams Linking diagrams 1. From an appropriate pane, right-click the diagram that you want to associate with another diagram, select Links > Associate Diagrams 2. In the Types list, select the required diagram type 3. In the left pane, select the appropriate folder, Package or item to display the required diagram. [A fit takes too long to list the diagrams, press the Escape key to abandon the operation. The diagrams that had been loaded before pressing the Escape key are listed, 4, In the middle or right pane, select the check boxes associated with the diagrams you want to link. 5. In the middle or right pane, clear the check boxes associated with the diagrams you want to unlink. 6, Click OK, |B You can quickly open to a linked diagram through the Associated Diagrams command on its context menu (Reports submenu). fie:1C:fProgram Files (x86)'Windchll ModelerModelerSystenvHolp/index himl¥pagellntegty. Modeler 2Frisme%2Flinking_diagrams htnI%23 1"212123, 1:48 PM Using assisted layout for diagrams Working With Model Items and Diagrams > Working with diagrams > Basies > Using assisted layout for diagrams Using assisted layout for diagrams Assisted layout helps you to align symbols while moving or resizing them. As you move or resize symbols on a diagram, dotted lines appear to guide your top, bottom, left, right, and center alignment with respect to nearby symbols. This feature is currently available for the following diagrams: * Class diagrams * Requirement diagrams * Use case diagrams * Block definition diagrams * Internal block diagrams * Variant diagrams To disable the dotted guidelines, on the Layout ribbon, clear the Snap to Symbol check box. You can also use the ALT or the SHIFT key to disable the guidelines while you are moving the items. fie:!#C:/Program Files (x86)Windchll ModelerModelerSystenvHolp/index himl¥pagellntegty.Madeler%2Frisme%2Fusing assisted layout ht. 1"212123, 1:48 PM Using the z00m factty Working With Model Items and Diagrams > Working with diagrams > Basics > Using the zoom facility Using the zoom facility You use the zoom facility in Modeler to view a diagram in more or less detail. You can set the zoom level to define the area on the active diagram that you want to zoom in on. You can use Fit symbols to View to optimize the screen display by displaying the diagram in the largest possible scale available for the open window. This feature is useful if you have been zooming in and out to areas of the diagram and you want to see the diagram in its entirety. Note that if any items are selected on the diagram, the Fit symbols to View command displays the selected items in the largest possible scale. Note that you can zoom in and zoom out of the diagram through the Diagram Thumbnail pane. For more information, see Using the diagram thumbnail pane. To set the zoom level through the common diagram tab: 1. Select the items for which you want to zoom in or zoom out. 2. From the drop-down list on the Common Diagram tab, select the percentage at which you want to view the diagram; or type in the percentage at which you want to view the diagram and press the Enter key. To zoom in or zoom out through the common diagram tab: 1. Select the items for which you want to zoom in or zoom out. 2. To zoom in, on the View tab, click the —S/ Zoom In button. To zoom out, on the View tab, click the [A zoom out button. To zoom in or zoom out through the mouse wheel: 1, Position the mouse pointer where you want to zoom in or zoom out. 2. To zoom in, press and hold down the CTRL key, and then rotate the mouse wheel backward. To zoom out, press and hold down the CTRL key, and then rotate the mouse wheel forward. To zoom in or zoom out through the keyboard: * To zoom in, press and hold down the CTRL key, and then click + key on the numeric pad. + To zoom out, press and hold down the CTRL key, and then click - key on the numeric pad. To fit the diagram into the size of the view: fielICyProgram Files (x86)'Windchill ModelerModeleriSystem/Helplindex himi#pagelintegrty. Madeler2Frisme%s2Fusing_the_zoom facility... 1/2212128, 1:48 PM Using the z00m factty 1, Ensure that no items are selected on the diagram. 2. On the View tab, click =! Fit symbols to View button. To the selected items into the size of the view: 1, Select the items you want to view. 2. On the View tab, click |@ Fit symbols to View button. fie:11C:/Program Files (x86)Windchill ModelerModeler'SystenvHolpfindex himl¥pagellntegty. Modeler 2Frisme%2Fusing the_zoom_faclilyht... 222212123, 1:48 PM Using the aiagram thumbnail pane Working With Model Items and Diagrams > Working with diagrams > Basies > Using the diagram thumbnail pane Using the diagram thumbnail pane The Diagram Thumbnail pane allows you to pan, zoom in and zoom out of the active diagram, which is useful when working with large diagrams. The Diagram Thumbnail pane shows all the symbols of the active diagram and indicates which part of the active diagram is shown through a shaded area To pan the active diagram through the Thumbnail Pane: * Drag the shaded area to the required position, or * Click outside the shaded area, or * Use the arrow keys, or * Use the mouse wheel (pan up and down), or Shift + mouse wheel (pan left and right). To zoom in and zoom out through the Thumbnail Pane: * Ctrl + mouse wheel, or * Ctrl + the following numeric keys + or -. Related Topics Organizing Modeler panes Using the zoom facility file:/1C:/Program Files (x86)'Windchll ModelerModelerSystenvHolpjindex himl¥pagellntegrty_ Modeler 2Frisme%2Fusing the_diagram_thum. 1"212123, 1:48 PM Spliting diagram windows Splitting diagram windows You can view different parts of the same diagram simultaneously in adjacent panes by using split pane viewing. This is useful for viewing different areas of a large diagram. In particular, this type of view is applicable to Sequence Diagrams which tend to be wider than the normal screen view, Split pane viewing is controlled by split boxes situated at the top right of the vertical scroll bar and bottom left of the horizontal scroll bar. To split a view into two or four panes: Drag the split bar to the required position on the scroll bar. To remove the split: Double click the split bar and drag it to the edge of the window. fie:11C:tProgram Files (x86)'Windchll ModelerModeleriSystenvHolpindex himl¥pagellntegrty_ Modeler 2Frisme%42Fspliting_diagram_window. 1"212123, 1:48 PM ‘Closing a aiagram Working With Model Items and Diagrams > Working with diagrams > Basics > Closing a diagram Closing a diagram * On the diagram tab, click the Close button. Close button fie:lIC:yProgram Files (x86)'Windchill ModelerModeler/System/Helpindex himi#pagelintegrty. Madeler2Frismeik2Fclose_a_diagram.ntmist23 4/1212123, 1:48 PM Deleting a diagram Working With Model tems and Diagrams > Working with diagrams > Basies > Deleting a diagram Deleting a diagram 1. From the appropriate pane, select the diagram you want to delete. 2. On the Home tab, click the Wl] Delete button. 3. If a confirmation dialog appears, click Yes. fle:C:7Program Files (x86/Windchill Md: agra himi%23 1"212123, 1:48 PM Using the navigation buttons Working With Model tems and Diagrams > Working with diagrams > Basies > Using the navigation buttons Using the navigation buttons The Navigation buttons allow you to navigate to items that have been selected in Modeler panes, to items you have selected on Property Pages, and to symbols you have selected on diagrams. Selects the previous tem Selects the next item inthe nistery list inthe mister ist, “© On to open a preceding to select a fellowing item from the list, iter frem the fist As you navigate through a model in Modeler, Modeler records a navigation history of the items you have selected. The navigation history records up to 20 items. You can move backward and forward through the navigation history entries by using the Navigate Backwards and Navigate Forwards buttons that appear on the Home tab. You can move directly to a navigation history entry through drop-down list arrows on the Navigate Backwards and Navigate Forwards buttons. Each navigation history entry records the name of the item and the context in which the item was viewed file:/1C:/Program Files (x86)'Windchll ModelerModeleriSystenvHelpindex himl¥pagellntegrty_ Modeler 2Frisme%%2Fusing_the_navigation tool 1"212123, 1:49 PM ‘Arrange windows dialog Working With Model Items and Diagrams > Working with diagrams > Basics > Arrange windows dialog Arrange windows dialog The Arrange Windows dialog allows you to make a diagram active and arrange the diagrams that are open. To open the Arrange Windows dialog On the Windows tab, click the | More Windows button. This Arrange Windows dialog has the following controls: * Select Window list - lists the diagrams that are opened * Activate button - makes the diagram that is selected in the Select Window list active, and closes the dialog. This button is available only when one diagram is selected in the Select Window list. * OK button - Closes the dialog. * Close Window button - closes the diagrams that are selected in the Select Window list. + Cascade button - Cascades the diagrams that are selected in the Select Window list; diagrams that are not selected are minimized. This command is available only when two or more diagrams are selected in the Select Window list. Horizontally button - Tiles horizontally the diagrams that are selected in the Select Window list; diagrams that are not selected are minimized. This command is available only when two or more diagrams are selected in the Select Window list. + Tile Vertically button - Tiles vertically the diagrams that are selected in the Select Window list; diagrams that are not selected are minimized. This command is available only when two or more diagrams are selected in the Select Window list. © Mini ize button - Minimizes the diagram that are selected in the Select Window list. Related Topics Diagram window fie:/1C:1Program Files (x86)'Windchill ModelerModeleriSystenvHelpindex himl¥pageintegrty. Modeler%2Frismo%42Farange_windows_ dialog, 1"212128, 149 PM Werking with the favorites pane Working With Model Items and Diagrams > Working with diagrams > Basics > Working withthe favorites pane Working with the favorites pane The Favorites pane allows you to quickly access items and diagrams that you use regularly. You can add any item or diagram to the Favorites pane and then use that item's or diagram's context menu commands as you would anywhere else in Modeler. In addition, you can use the items and diagrams in the Favorites pane for performing drag-and-drop operations in Modeler. Each Modeler user has their own individual Favorites pane, so other users do not see the items and diagrams you have added to your Favorites pane. The Favorites pane is model-specific and is used for all versions of a model. You can export the content of your Favorites pane so that other users can import your favorites list. Alternatively, you can create different favorites lists and import the favorites list that is appropriate for the work you are doing at any given time. When you import a favorites list, you are given the option to merge or replace that list with any items that are currently in your Favorites pane. If you import a favorite lists that includes items that no longer exist in the model, those items are ignored. To add an item or gram to the favorites pane * Right-click the item or diagram, and then click Add To Favorites Alternatively, * Drag the item or diagram to the Favorites pane To remove an item or diagram to the favorites pane Right-click the item or diagram, and then click Remove From Favorites. To export your current favorites list 1. On the Find tab, click Export. 2. Select the folder and file name you want to use for the export file, and then click Save. To import a favorites list 1. On the Find tab, click Import. 2. Select the favorites export file you want to import, and then click Open. 3. From the dialog, click Yes to merge the favorites list with any items in the Favorites pane, or click No to replace the items in the Favorites pane. file:11C:1Program Files (x86)'Windchll ModelerModeleriSystenvHelpfindex himl¥pagellntegrty_ Modeler 2Frisme%42Fworking_with_the favorite... 1/1212123, 1:49 PM Working with diagram fiters Working With Model Items and Diagrams > Working with diagrams > Working with diagram fiters > Working with diagram fiters Working with diagram filters The Diagram Filtering feature in Windchill Modeler allows you to create filters that allow you to hide specific items in diagrams based on certain rules or a collection of rules specified in these filters. The reason you may want to hide certain symbols in diagrams is because you may want to see a simplified version of the diagram with a focused set of symbols, making the diagram easier to understand and visualize. With diagram filtering, you can create rules that allow you to hide items based on the items last date changed, values in the item properties, types of items, and items that are in a particular role The Diagram Filtering functions are located in the View tab, which is visible only when a diagram is open. When a diagram filter is active, you can select the method of hiding the items. Diagt Active Fitter: New Filter a ¢ Filter Mode: ||Oft] BH 7 Manage Filters ring * Selecting filter mode as [Off] resets the active filter. * Selecting filter mode as Ghost renders the affected diagram items as faint outlines as shown in the image below. file:1C:fProgram Files (x86)'Windchll ModelerModeleriSystenvHelpfindex himl¥pagellntegrty. Modeler 2Frisme%%2Fworking_with_diagram_fi. 18212128, 149 PM Working with diagram fiters partment DeptNlame = String NutsesCount : Integer PatientsCount - Integer [DoctorCount - Integer Admin Staff Doctor =Nunse |EmpName = String DocName - String NurseName : String DepiName : Sting DeptName : String Isintem - Boolean [Shift - Integer * Selecting filter mode as Hide completely hides the affected items in the diagram. fie:1C:fProgram Files (x86)Windchill ModelerModelerSysten/Holp/index himl¥pagellntegty_ Modeler 2Frisme%2Fworking_with diagram. fit... 253212128, 149 PM Working with diagram fiters GREE ‘Hospital ‘Department DeptNlame = String INursesCount : Integer PatientsCount - Integer [DoctorCount - Integer "Doctor ENUIse DocName = String NurseNName = Sting DaptName : Sting DeptNvame String Isintem - Boolean [Shift - Integer \B_ As long as the filter is active, the diagram remains read-only until the filter is cleared. It should be noted that the hidden items in a filtered diagram will remain as part of the diagram but will not be displayed until the filter is cleared. Printing a filtered diagram prints only the items that are displayed; however, the diagram filter will have no impact while saving the filtered diagram as an image. In this chapter, we discuss how to create the following filters: * Filters containing rules based on the last changed date/time of items * Filter containing rules based on the property attributes of items * Filter containing rules based on the role of items * Filter containing rules based on the type of items * Filters containing a collection of rules fie:11C:/Program Files (x86)Windchill ModelerModeler'SystenvHolp/index himl¥pagellntegty. Modeler 2Frisme%2Fworking_with diagram. fit... 33212123, 1:49 PM Creating a diagram filter Working With Model Items and Diagrams > Working with diagrams > Working with diagram fiters > Creating a diagram fiter Creating a diagram filter Steps to create a diagram filter 1. Open the diagram for which you want to create the filter. 2. On the View tab, click Manage Filters. The Filter Editor opens. Filter Editor Filters Fiter Defintion: New Fiter User Filters New Fiter 3. Click the opens. icon on the left pane at the bottom of the Filters pane, A new filter 4, Enter a name for the filter. 5. Click the lilll icon in the New Filter pane. The following menu is displayed flelICyProgram Files (x86)'Windchill ModelerModeleriSystem/Helplindex himi#pagelintegrty. Madeler2Frismes2Fereating_a_diagram fiter.... 1/2212128, 149 PM Creating a diagram filter Rule Collection Lost Changed fule Property Rule Related Item Rule Type Rule 6. You can create the following types of filters: » Creating a filter with rules based on last changed date/time. » Creating a filter with rules based on property values of items. » Creating a filter with rules based on the role of items. » Creating a filter with rules based on item types. * Creating a filter with a collection of rules ‘A You can also create multiple rules in a single filter. 7. When you have multiple filters, you can select appropriate logical operators (AND, OR, or XOR) from the Logic list. 8. You can select the Reversed check box to reverse the rule criteria, Selecting this check box inverts the selected logic and the rule or rules. 9. To share the rule with other users, select the Shared check box. 10. Click Save to save the filter. The filters once created are stored in your %AppData%\Local\Artisan Software Tools folder with the Filters.XML filename file:1C:/Program Files (x86)Windchll ModelerModelerSystenvHolpfindex himl¥pagellntegty. Modeler 2Frisme'2Fereating a diagram iter... 222212123, 1:51 PM ‘Activating and deactivating a diagram fiter Working With Model Items and Diagrams > Working with diagrams > Working with diagram fiters > Activating and deactivating a diagram fiter Activating and deactivating a diagram filter This topic provides steps to activate and deactivate a filter for a diagram. Activating a diagram filter 1, Open the diagram for which you want to set the filter. 2. On the View tab, from the Active Filter list, select the filter. 3. From the Filter Mode list, select one of the following * Ghost — to render the affected items in a diagram as faint outlines. * Hide — to completely hide the affected items in a diagram. * [Off] — to deactivate the current filter, Deactivating an active diagram filter To deactivate an active filter: * On the View tab, from the Active Filter list, select [None], * On the View tab, from the Filter Mode list, select [Off]. ‘ile:/1C:/Program Files (x86)'Windchill ModelerModeleriSystenvHelpindex himl¥pagellntegrty_ Modeler 2Frisme%42Factvating_and_deactva. "212123, 1:51 PM Creating after with rules based on last changed datetime. Working With Model Items and Diagrams > Working with diagrams > Working with diagram fiters > Creating afiter with rules based on last changed dateltime. Creating a filter with rules based on last changed date/time. This filter allows you to create a rule based on an item’s last accessed date and time. Steps to create a rule for an item’s last changed date and time 1, Open the Filter Editor and in the Filter Definition section, click the select Last Changed Rule. icon and 2. In the Last Changed Rule section, select the date and time. 3. From the Match Kind list, select Before or After. Selecting Before filters items that have been changed before the selected time. Selecting After filters items that have been changed after the selected time. 4, Select the Reversed check box to reverse the rule logic. 5. To continue adding more rules, you may click the filter and exit, icon or click Save to save the Example In the Hospital Class Diagram, we add two new classes called Human Resource and Finance on January 21, 2021 at 12:40 p.m. flelIC:yProgram Files (x86)'Windchill ModelerModeleriSystem/Helalindex.himi#pagelintegrty. Madeler2Frisme%s2Fereate_fiter with last_ch... 13212128, 1:51 PM Heath Inspector Creating after with rules based on last changed dataltine ‘Hospital 1 Department 1g Peotiame: Sire NursesCount:nieger lpatiertsCount : nteger lDoctorcount: Ieger Admin Sat [EnpNane : Sting While creating the rule, we select the items that were accessed after January 21, 2021 at 12:39 p.m. Fiter Definition: New Fiter Last changed before 21/01/2021 12:40:00 Last Changed Rule DaterTime [21 January 2021 fi240:00 fie:tC:fProgram Files (x86)Windchill Mod: Match Kine: | Before = riModelerSystem/Mal index himi#pagerintegrty. MadelerX2Fismess2Fereate_fiter_wih tast_ch... 23212128, 1:51 PM Creating after with rules based on last changed dataltine This would filter out the items that were accessed after the specified date and time. The following would be the resulting diagram: Hospital 1 Aeath ‘1 Inspector =— ‘Department 1g enttieme String 1 hursesCourt integer § K2——— PatientsCount:iieger i looctorcount: integer admin sat [EnpNane” Sting fie:tC:fProgram Files (x86)Windchill Mod: riModeleriSystem/Melplindex.himi#pagelintegrty. Modeler%2Frismes:2Fereate_fiter wih last_ch... 93212123, 1:51 PM Creating a fiter with rules based on property values of items Working With Model Items and Diagrams > Working with diagrams > Working with diagram fiters > Creating afiter with rules based on property values of items Creating a filter with rules based on property values of items With this filter, you can display or hide diagram items that have a certain value in their properties. Steps to create a rule based on property values of items 1, Open the Filter Editor and in the Filter Definition section, click the select Property Rule. icon and 2. Click the ellipsis =) button to select the property from the Property list. Accent Event Action vb Access [UML Profle] > Activiy Activiy Final Node 8 Activty Paitin Actor p+Actor Connector [SysML Prfle] Actual Template Parameter Actual Variant Perameter Add Structural Feature Value Action 8-Alocate [SysML rote] ‘locate Activity Parton [SyeML Profle] ‘Akemative Choice ‘Associaton ‘Atomic State Attbute Basic Type Binding Connector [SysML Frofile] Block [SysML Profle] Block Property [SysML Profie] Board Board lo Device v OK Cencel 3. From the Match Kind list, you can select: ae PSS SO-ReEe 2 » Contains — filters items that contains the text entered in Value. » EndsWith — filters items that end with the text entered in Value. + Exact — filters items that exactly match the text entered in Value. + StartsWith — filters items that start with the text entered in Value. 4, Select the Reversed check box to reverse the rule logic. icon or click Save to save the 5. To continue adding more rules, you may click the filter and exit. flelIC:yProgram Files (x86)'Windchill ModelerModeleriSystem/Helplindex.himi#pagelintegrty. Madeler2Frismess2Fereate_fiterwith_propert... 13212128, 1:51 PM Creating fiter with rules based on property values of items Example In the Hospital Class Diagram, we update the Description of the Doctor class, Nurse class, and Health Inspector to say “Healthcare personnel.” Properties of ‘Health inspector General Tet Changes Style tems Descrption Properties of ‘Doctor’ Healthcare personnel Gener Text Options Charges Style tems Description Healthcare personnel Properties of ‘Nurse’ General Te Options Changes Syle tems Desestion Healthcare personnel We now set the rule to display only those items that are classified as healthcare personnel. In the Filter Definition dialog, select the Property Rule, and in the Property Rule section, click the ellipsis and select Class > Description. Select Match Kind as Contains. In the Value text box, enter Healthcare personnel and click Save. flelIC:yProgram Files (x86)'Windchill ModelerModeleriSystem/Melplindex himi#pagelintegrty. Madeler2Fsme‘s2Fcreate_fiter_wih_proper. 28212123, 1:51 PM Creating a fiter with rules based on property values of items Fier Defintion: New Fier Propety Rui Match Kind: | Cantains ¥| Value [Healthcare personnel Reversed: | When you apply the rule, the following diagram is displayed: u ‘ile:11C:/Program Files (x86)Windchll ModelerModelerSystenvHolpfindex himl¥pagellntegty. Modeler 2Frisme'2Fereate_fiter with proper... 33212128, 1:51 PM Creating after with rules based on relation of items (rle basec) Working With Model Items and Diagrams > Working with diagrams > Working with diagram fiters > Creating a fiter with rules based on relation of items (role based) Creating a filter with rules based on relation of items (role based) |B Before you use this rule, you must use the TellMe utility to confirm the roles needed to be filtered Steps to create a rule based on relation of items 1. Open the Filter Editor and in the Filter Definition section, click the MRM icon and select Related Item Rule 2. In the Related Item Rule section, select the role from the Role list and select item from the Item list. 3. Select the Reversed check box to reverse the rule logic. 4. To continue adding more rules, you may click the Mili icon or click Save to save the filter and exit. Example In this example, we will use the role-based rule to filter out classes that are associated with (related to) the Employee class. Open the Filter Editor, and select the Related Item Rule. In the Related Item Rule section, in the Role list, click the ellipsis button and select Class > All Super Classes. ‘ie:1C:fProgram Files (x86)Windchll ModelerModeler'SystenvHolpfindex himl¥pagellntegty. Modeler 2Frisme%2Fereate_fiter with ole_of... 13212123, 1:51 PM Select arole “Clase ‘Aetion Node Aetiviy Diagram AD Symbol ‘Al Associated Diagrams Al Associations Al Atsbutes Al Connectors Al Contained Classes ‘Al Conianing Classes Al Redefining hems Al Rogired tome Al Roles ‘Al Sub Clasoes ‘Al Usirg Rens oplied Comment Popled Constraint Aopled Stereotypes ‘Atéact Dependency ‘Atfact Dependency End Assigned Stereotypes ica Creating after with rules based on relation of items (rle basec) Cencel For Item, click the ellipsis button and select Class > Employee and click Save When you apply this rule, all classes that are associated with the Employee class are filtered out: Heath Inspedor ‘bstac) fle:1C:1Program Files (x86)Windchill Md: Hospital [Deptwame : stnng 2Frisme%:2Fcreate_fiterwith_role_ot_ ‘Patientlame: String |Roomiumber: integer 28212128, 1:51 PM Creating after with rules based on relation of items (rle basec) file:tC:1Program Files (x86) Windchill ModeleriModeler'System/Hal index himipagelintegrty. Modeler%2Frisme%42Foreate_fiter_with_role_of_.. 3/3212128, 1:51 PM Creating a fiter with rules based on item types Working With Model Items and Diagrams > Working with diagrams > Working with diagram fiters > Creating afiter with rules based on item types. Creating a filter with rules based on item types With this filter, you can display or hide certain diagram items. Steps to create a rule based on item types 1. Open the Filter Editor and in the Filter Definition section, click the Rll icon and select Type Rule. 2. In the Type Rule section, select the item type from the Type list. The asterisks preceding the item name indicate that those items are already present in the diagram. 3. Select the Reversed check box to reverse the rule logic. 4, To continue adding more rules, you may click the Biull icon to add more rules or click Save to save the filter and exit. Example In this example, we will use the filter to remove the Health Inspector from the Hospital Class Diagram. Open the Filter Definition dialog and select the Type Rule. In the Type Rule section, from the Type list select Actor. @ In the Type list, the types that have an asterisk preceding their names are the item types already existing in the diagram. Type Rule Type: Retr Reversed: “Associaton “Case “Specialization ‘Accept Event Action ‘Access [UML Profle] ‘Actvty ‘Actvty Firal Node Select the Reversed check box and then click Save. When you apply the rule, all items that are of type Actors are excluded in the output diagram: file:11C:/Program Files (x86)Windchll ModelerModeler'SystenvHolp/index himl¥pagellntegty. Modeler 2Frisme%2Foreate_fiterwith212128, 1:51 PM Creating a fiter with rules based on item types Hospital Patient Palinilame: Sirng [Deptttame: string |Roomiumber : Integer file:tC:/Program Files (x86) Windchill ModeleriModeler'System/Hal index himipagelintegrty. Modeler%2Frisme%42Freate_fiter_with tem ty. 22212123, 1:52 PM Creating after with a collection of ules Working With Model Items and Diagrams > Working with diagrams > Working with diagram fiters > Creating a fiter with a collection of rules Creating a filter with a collection of rules With this filter, you can use a collection of all the rules to simplify a complex diagram. Steps to create a collection of rules 1, Open the Filter Editor and in the Filter Defini select Rule Collection. jon section, click the icon and 2. Click the refer to the specific topic. 3. Repeat Step 2 to add other rules to the collection. 4. Click Save to save the filter and exit. fie:/1C:tProgram Files (x86)'Windchill ModelerModeleriSystenvHelpindex himl¥pagellntegrty. Modeler%2Frismo%42Fcreate_fiter_with_colectio, inside the box and select the rule. For more information on the particular, 1"212123, 1:52 PM Overview of customizing symbols Working With Model Items and Diagrams > Working with diagrams > Customizing the presentation of diagrams > Overview of customizing symbols Overview of customizing symbols You can customize the presentation of symbols on your diagrams. Through the Style Modification dialog you can change the presentation of the following symbol features: * Color (background, line, text and fill) * Font + Node style (line width, presentation and shadowing of node symbols) + Flow style (line width, presentation and shadowing of link symbols) + Image + Compartments (Classes, Data Types, Interfaces and Signals on Composite Structure Diagrams and Class Diagrams, Parts on Composite Structure Diagrams, Actions on Activity Diagrams, and Notes on all diagram types when a Class, Data Type, Interface, Signal or Part (Attribute or Role) is linked to that Note). The preceding style features can be customized for all items, for items of a specific type, for an individual item and for an individual symbol: * Defining symbol features for all items Use this method when you want a feature to apply to all symbols. For example, you can define that links on all diagrams are straight with no shadow. * To define symbol features of all items: create a Symbol Style and apply it to the model. For more information, see Defining symbol features for all items * Defining symbol features for items of a specific type Use this method when you want a feature to apply to all items of a specific type when they appear on any diagram. For example, you may want to define that Classes have a green background color on all diagrams To define symbol features for items of a specific type: create a Symbol Style and apply it to the appropriate model item type. For more information, see Defining symbol features for items of a specific type * Defining symbol features for an individual item Use this method when you want a feature to apply to an item when that item appears on any diagram. For example, you may want to use a specific image for a Class whenever it appears on a diagram, To define symbol features for an individual item: set the feature values through the Style tab of the item's Property Pages. For more information, see Defining symbol features for an individual item. * Defining symbol features for an individual symbol The symbol features can be set through the symbol's view options in two ways: * Directly for the symbol through the Custom view option. For more information, see Defining symbol features for an individual symbol - custom view option, Use this method when you want a feature to apply only to a specific symbol on a specific diagram. For example, using a specific image for a Class on a particular diagram only. You can refine the style features through a Stereotype. + Through a Stereotype that has been applied to the symbol's item. For more information, see Defining symbol features for an individual symbol - stereotype fle:iCProgram Files (x86) Windchill ModelerModelerlSystemMelpindexhimifpagelintegriy, Madeler%.2Fismesk2Fovervew_of customizing... 1M212103, 1:52 PM view option, Use this method when you want to define a symbol's presentation through a Stereotype. For example, if you create a Stereotype that effectively creates a new item type in a model, you can use that Stereotype to also determine how items of that new type appear on diagrams. Overview of customizing symbols A symbol feature can be customized in different ways. The following diagram shows which ways take precedence when determining the presentation of a symbol. Level of Definition Undetying definition of symbol features Defined Through Fortis defined on the Diagrams tab ofthe Tools Options log: other Features are hard coded each feature can be averidden by Defirtion of features fer alte Symbol Siyle applied tothe Model each feature can be overiden by Definion of featues for tems ofa spectic ype Symbol Style applied tomodelitem tpes each feature can be overidden by Defirtion of features fr an individual tem Sie features defined through item Property Pages ‘each feature can be ovenidden by Defirtion of featues fer an individual symbol Style features defined through symbol View Options Style features can be applied drectly to the symbol (Custom ‘option) or appked through 2 Stereotype (Stereotype option) Note that Symbol Styles can be applied to some symbol types that do not have underlying model item types, such as, General Flow Diagram Types. When you define the value of a symbol feature, you can specify an overriding value or you can specify ‘default’: + If you specify a value, that value is used on associated symbols unless that feature is overridden by a level of definition that takes precedence. * If you specify ‘default’, the definition does not change how that feature is displayed. ‘A The items that appear on the deprecated Concurrency Diagram and System Architecture Diagram diagrams do not support the Node Style and Flow Style settings. ‘lelIC:yProgram Files (x86)'Windchill ModelerModeleriSystem/Helalindex himi#pagelintegrty. Madeler2Frisme%s2Faverview_of customizing... 24212123, 1:52 PM Overview of customizing symbols Making diagrams appear as this did in earlier versions of Modeler The default presentation of diagrams in Modeler version 8.2 is different from that of versions 7.4, 7.3, 7.2 and 7.1, which in turn is different from that of version 7.0. Through the Default Presentation property of the model, you can change the default presentation of diagrams to that of earlier versions of Modeler. On the Style tab of a Model's Property Pages, set the Default Presentation property as follows: + glossUML2—Default presentation for Modeler version 8.2 - 3D Beveled presentation of nodes and Rounded Waypoints presentation of flows with no shadowing. + glossUML—Default presentation for version 7.4, 7.3, 7.2 and 7.1 - 3D Beveled presentation of nodes and the Curved presentation of flows with shadowing. * standardUML—Default presentation for 7.0 - Flat presentation of nodes and the Straight presentation of flows with no shadowing To change the Default Presentation property you require Owner access permissions to the model. Copying styles from items and symbols You can copy the style features from an item or diagram symbol and paste those settings to another item or diagram symbol through the Paste Style button or context menu command. Except for compartments, the style features that are copied are the style features that are a result of directly applied, Stereotype applied and inherited styles. B« You can copy an item's style features only if they have been defined through the Style tab of that item's Property Pages. + When you paste style features to an item, the pasted style features can be viewed through the Style tab of item's Property Pages. When you paste style features to a diagram symbol, the pasted style features can be viewed through the Style tab of the symbol's Property Pages. * When copying an item's compartments, only compartments that are directly defined for the item through the Style tab of that item's Property Pages are copied. When copying a symbol's compartments, only compartments that are directly defined for the symbol through the Custom option of that symbol's View Options are copied. * When pasting compartments to an item through the Paste Symbol command. » Compartments that are valid for the target item are overwritten with the source item's compartments » Compartments that are not valid for the target item are ignored. + When pasting compartments to a symbol through the Paste Symbol command: ° Compartments that are valid for the target symbol are overwritten with the source symbol's compartments. * Compartments that are not valid for the target symbol are ignored flelICyProgram Files (x86)'Windchill ModelerModeleriSystem/Helajindex.himi#pagelintegrty. Madeler2Frismess2Faverview_of customizing... a421a, 182 PM Overview of customizing symbols » If the source item is a symbol that has compartments defined through a referenced Stereotype (Stereotype option on the symbol's View Options dialog), the Paste Style commands sets up the target symbol to also reference that Stereotype + Compartments are not copied from the Model item. Compartments are not pasted to Stereotype or Tag Definition items. Related Topics Copying style features from an item or symbol to another item or symbol Defining symbol features for all items Defining symbol features for an individual item Defining symbol features for an individual symbol - custom view option Defining symbol features for an individual symbol - stereotype view option Defining symbol features for items of a specific type Making diagram symbols appear as they did in earlier versions of Modeler Setting the darkness of the symbol shadows Setting the default font used on diagrams Showing and hiding information on diagrams fle:tC:1Program Files (x86)Windchill Md: 2Frtsme%2Foverview_of customizing... 4212123, 1:52 PM Making diagram symbols appear as they cs in salar versions of Modeler Working With Model Items and Diagrams > Working with diagrams > Customizing the presentation of diagrams > Making diagram symbols appear as they did in earlier versions of Modeler Making diagram symbols appear as they did in earlier versions of Modeler The default presentation of diagrams in Modeler version 8.2 is different from that of versions 7.4, 7.3, 7.2 and 7.1, which in turn is different from that of version 7.0. Note that changing the Default Presentation value does not affect the presentation of diagram nodes and flows that have had their presentation customized. This procedure applies only to users that have owner access permissions to the model. To make diagram symbols use the default presentation for Modeler 8.2 and later 1. Open the Model's Property Pages. 2, Click the Style tab, 3. In the Default Presentation list, select glossUML2 Symbols that have default presentation will use the default appearance for Modeler version 8.2 or later, that is, 3D Beveled presentation of nodes and Rounded Waypoints presentation of flows with no shadowing. To make diagram symbols appears as they did in versions 7.4, 7.3, 7.2 and 7.1 1. Open the Model's Property Pages. 2. Click the Style tab. 3. In the Default Presentation list, select glossUML. Symbols that have default presentation will appear as they did in version 7.4, 7.3, 7.2 and 7.1, that is, 3D Beveled presentation of nodes and the Curved presentation of flows with shadowing To make diagram symbols appears as they did in 7.0 1, Open the Model's Property Pages. 2. Click the Style tab. 3. In the Default Presentation list, select standardUML. Symbols that have default presentation will appear as they did in version 7.0, that is, Flat presentation of nodes and the Straight presentation of flows with no shadowing fie: ICyProgram Files (x86)'Windchill ModelerMedeleriSystem/Helpindex himl#pagelintegrty. Madeler2Frisme%2Fmaking_ciagram symbols... 1/1212123, 1:52 PM Detining symbol features for ll items Working With Model Items and Diagrams > Working with diagrams > Customizing the presentation of diagrams > Defining symbol features forall tems Defining symbol features for all items Use this method when you want a feature to apply to all symbols. For example, you can define that links on all diagrams are straight with no shadow. The style features you set may be overridden. Tell me more... To det e symbol features for all items: 1. In the Packages pane, right-click the Package in which you want to create the Symbol Style, select New > UML > Profiles > Symbol Style. 2. On the Symbol Style's Property Pages, click the Items tab. 3, From the Show Associated list, select Model Item Types. 4. Click the © Link button. 5. Select the check box associated with Model, and then click OK 6. On the Style tab, click Edi 7. On the Style Modification dialog, set the symbol features as required, and then click OK. For information about the options available on the Style Modification dialog, click these links and the Related Links below. * Style modification dialog - compartments tab * Style modification dialog - general tab * Style modification dialog - icon tab 8. If you have applied more than one Symbol Style to the model, specify which Symbol Style is used to set symbol features through the Priority box. The Symbol Style that has the highest number set for its Priority property is used. Each symbol feature you set will be used for any item added to a diagram, unless the feature is overridden by a symbol feature defined for items of a specific type, an individual item or an individual symbol. Related Topics Copying style features from an item or symbol to another item or symbol Defining symbol features for an individual item Defining symbol features for an individual symbol - custom view option Defining symbol features for an individual symbol - stereotype view option Defining symbol features for items of a specific type fil yProgram Files (x86)'Windchill ModelerModeleriSystem/Helpindex himl¥pagerintegrty. Madeler2Frsme%2Fdefining_symbol features... 1/1212123, 1:52 PM Defining symbol features for an individual item Working With Model tems and Diagrams > Working with diagrams > Customizing the presentation of diagrams > Defining symbol features for an individual item Defining symbol features for an individual item Use this method when you want a feature to apply to an item when that item appears on any diagram. For example, you may use a specific image for a Class whenever it appears on a diagram. The style features you set may be overridden. Tell me more... To define symbol features for an individual item: 1. Open the item's Property Pages. 2. On the Style tab, click Edit 3. On the Style Modification dialog, set the symbol features as required, and then click OK. For information about the options available on the Style Modification dialog, click these links and the Related Links below. » Style modification dialog - compartments tab * Style modification dialog - general tab * Style modification dialog - icon tab Each symbol feature you set will be used when the item is added to any diagram, unless the feature is overridden by symbol features defined for an individual symbol. Related Topics Copying style features from an item or symbol to another item or symbol Defining symbol features for all items Defining symbol features for an individual symbol - custom view option Defining symbol features for an individual symbol - stereotype view option Defining symbol features for items of a specific type flelIC:yProgram Files (x86)'Windchill ModelerMedeleriSystem/Helpindex himi#pagelintegrty. Madeler2Frsme%2Fdefining_symbol features... 1/1212123, 1:52 PM Detining symbol features for items of a specific type Working With Model Items and Diagrams > Working with diagrams > Customizing the presentation of diagrams > Defining symbol features for items of a specific ype Defining symbol features for items of a specific type Use this method when you want a feature to apply to all items of a specific type when they appear on any diagram. For example, you may want to define that Classes appear green on all diagrams. The style features you set may be overridden. Tell me more... To define symbol features for items of a specific type: In the Packages pane, right-click the Package in which you want to create the Symbol Style, select New > UML > Profiles > Symbol StyleNew. On the Symbol Style's Property Pages, click the Items tab. From the Show Associated list, select Model Item Types. Click the ® Link button. Select the check boxes associated with the model item types for which you want the Symbol Style to apply, and then click OK. Note that Symbol Styles can be applied to some symbol types that do not have underlying model item types, such as, General Flow Diagram Types. 6. On the Style tab, click E 7. On the Style Modification dialog, set the symbol features as required, and then click OK. For information about the options available on the Style Modification dialog, click these links and the Related Links below, yan * Style modification dialog - compartments tab » Style modification dialog - general tab * Style modification dialog - icon tab 8. If you have applied more than one Symbol Style to a model item type, specify which Symbol Style is used to set symbol features through the Priority box. The Symbol Style that has the highest number set for its Priority property is used. Each symbol feature you set will be used for items of the specified type that are added to any diagram, unless the feature is overridden by symbol features defined for an individual item or an individual symbol. Related Topics Copying style features from an item or symbol to another item or symbol Defining symbol features for all items Defining symbol features for an individual item Defining symbol features for an individual symbol - custom view option Defining symbol features for an individual symbol - stereotype view option fie: yProgram Files (x86)'Windchill ModelerModeleriSystem/Helpindex himi#pagellntegrty. Madeler2Frisme%2Fdefining_symbol features... 1/1212123, 1:52 PM Defning symbol features for an individual symbol - custom view option Working With Model tems and Diagrams > Working with diagrams > Customizing the presentation of diagrams > Defining symbol features for an individual symbol - custom view option Defining symbol features for an individual symbol - custom view option Use this method when you want a feature to apply only to a specific symbol on a specific diagram. For example, using a specific image for a Class on a particular diagram only. To define symbol features for an individual symbol: On the diagram, right-click the symbol, and then click View Options. Click the Style entry. Select the Custom option. Click the Edit button. On the Style Modification dialog, set the symbol features as required, and then click OK. For information about the options available on the Style Modification dialog, click these links and the Related Links below. yawn * Style modification dialog - compartments tab * Style modification dialog - general tab * Style modification dialog - icon tab 6. If you want to refine style features you have set using a Stereotype (the Stereotype's style features will not override any features you have set on the symbol), in the Refine list select the Stereotype. Only Stereotypes that have been applied to the symbol's item are available, 7. Click OK, Each symbol feature you set will be used on the diagram symbol. Related Topics Copying style features from an item or symbol to another item or symbol Defining symbol features for all items Defining symbol features for an individual item Defining symbol features for an individual symbol - stereotype view option Defining symbol features for items of a specific type fil yProgram Files (x86)'Windchill ModelerMedeleriSystem/Helpindex himi#pagerintegrty. Madeler2Frsme%2Fdefining_symbol features... 1/1212123, 1:52 PM Dafining symbol features for an individual symbol - stereotype view option Working With Model Items and Diagrams > Working with diagrams > Customizing the presentation of diagrams > Defining symbol features for an individual symbol - stereotype view option Defining symbol features for an individual symbol - stereotype view option Use this method when you want to define a symbol's presentation through a Stereotype. For example, if you create a Stereotype that effectively creates a new item type in a model, you can use that Stereotype to also determine how items of that new type appear on diagrams To define symbol features for an individual symbol: 1. On the diagram, right-click the symbol, and then click View Options 2. Click the Style entry. 3. Select the Stereotype option. If the Stereotype option is not available, there are no Stereotypes applied to the symbol's item. 4, In the associated list, select the Stereotype you want to use to define symbol features, 5. Click OK. Each symbol feature that is set for the selected Stereotype will be used on the diagram symbol. Related Topics Copying style features from an item or symbol to another item or symbol Defining symbol features for all items Defining symbol features for an individual item Defining symbol features for an individual symbol - custom view option Defining symbol features for items of a specific type fel yProgram Files (x86)'Windchill ModelerMedeleriSystem/Helpindex himi#pagerintegrty. Madeler2Frsme%s2Fdefining_symbal features... 1/1212123, 1:52 PM ‘Copying style features rom an item or symbol to another item or symbol Working With Model Items and Diagrams > Working with diagrams > Customizing the presentation of diagrams > Copying style features from an item or symbol to another item or symbol Copying style features from an item or symbol to another item or symbol 1. Locate the item or diagram symbol from which you want to copy style features (you can copy style features from Stereotypes and Symbol Styles). 2. Right-click the item or diagram symbol from which you want to copy, and then click Copy. Alternatively, select the item or diagram symbol, and then on the Home tab, tick the {I copy button 3. Right-click the item or diagram symbol to which you want to paste the style features, and then click Paste Style. Alternatively, select the item or diagram symbol, and then on the Home tab, click the LE# Paste Style button. Paste Style can affect other symbols on the diagram if the copied symbol is showing stereotypes and tag definitions. The shown stereotype and shown tags of the copied symbol's diagram are copied to the diagram where Paste Style is used. Related Topics Defining symbol features for all items Defining symbol features for an individual item Defining symbol features for an individual symbol - custom view option Defining symbol features for an individual symbol - stereotype view option Defining symbol features for items of a specific type Overview of customizing symbols fie:/1C:1Program Files (x86)'Windchll ModelerModeleriSystenvHelpindex himl¥pagellntegrty_ Modeler 2Frisme%42Fcopying_syle_ features. 1"212123, 1:52 PM Salting the default font used on diagrams Working With Model Items and Diagrams > Working with diagrams > Customizing the presentation of diagrams > Setting the default font used on diagrams. Setting the default font used on diagrams 1. On the Model tab, click Options. 2. Click the Diagrams entry. 3, Click Select 4, Set up the font as required, and then click OK. Related Topics Applying a stereotype's font, colors, node style and flow style to a diagram symbol Creating a stereotype to apply symbol font, colors, node style and flow style Overview of customizing symbols Overview of defining diagram symbol font, colors, node style and flow style through stereotypes fle:tC:fProgram Files (x86/Windchill Md: 2Frtsme%2Fseting the font_used_on... 11212123, 1:53 PM Satting the darkness ofthe symbal shadows Working With Model Items and Diagrams > Working with diagrams > Customizing the presentation of diagrams > Setting the darkness of the symbol shadows Setting the darkness of the symbol shadows 1. On the Model tab, click Options. 2. Click the Shadows entry 3. Drag the slider to the required position. 0% makes shadows white, 100% makes shadows black, percentages in between makes shadows different shades of gray. flelICyProgram Files (x86)'Windchill ModelerMedeleriSystem/Helpindex himi¥pagerintegrty. Madeler2Frisme%k2Fsetting_the_color_of shad... 1/1212123, 1:53 PM ‘Showing and hiding information on diagrams Working With Model Items and Diagrams > Working with diagrams > Customizing the presentation of diagrams > Showing and hiding information on diagrams Showing and hiding information on diagrams Diagrams include view options that allow you to control the way in which items are displayed on a diagram. You can set the view options for individual items on a diagram. You can also set the default viewing options for new items that are added to a diagram. The main use for view options is to suppress details shown about an item, for example, its name or content. To set the View Options for items on a diagram: 1. Select the items for which you want to set view options. Right-click a selected item, and then click View Options. 3. For each entry on the View Options dialog, select or clear the check boxes as required, N To set the default View Options for items that are added on the gram 1, Right-click in free space, and then click View Options. 2. For each entry in the left pane, change the property values in the Options tab as required (B The Reference section of this Help contains a topic for each diagram type. These topics indicate the item types for which you can set view options. For information about showing and hiding Stereotypes and Tag Definitions on a diagram, see Overview of displaying stereotype and tag definition information on diagrams. Related Topics Class diagram Communication diagram Concurrency diagram Constraints diagram General graphics diagram Sequence diagram Setting the default font used on diagrams Showing the alignment grid State diagram System architecture diagram Table relationships diagram Text diagram Use case diagram file:1C:1Program Files (x86)'Windchll ModelerModelerSystenHolp/index himl¥pagellntegty. Modeler 2Frisme%2Fshowing_and.hiding_infr. 12212128, 1:83 PM ‘Showing and hiding information on diagrams file:tC:7Program Files (x86) Windchill ModeleriModeler'System/Hal index himidpagelintegrty. Modeler%2Frisme%42Fshowing_and_hiding infor... 2/2212123, 1:53 PM View options for diagrams Working With Model Items and Diagrams > Working with diagrams > Customizing the presentation of diagrams > View options for diagrams View options for diagrams View options for symbols on a diagram allow you to control the way in which they appear on a diagram. Similarly, when you right-click in the background of a diagram, you can also control how you want a diagram (and the symbols on a diagram) to be displayed. For example, when you right-click in the background of a class diagram and select View Options, a dialog similar to the following is displayed: m/Default View Optic len Diora ff Activity Racer Prorety Vale Vaiss Show Nane False 7Atemaive Choice Show Steeoyge True PY aay Show Stereotyne Vertical False Kpititec Dependency Show Subtype ‘when not showing stereotypes |" Assocstion Attribute Y basic Type Arpeina Eidiase Comment = Constant Y Datatype Ki Dependency Y Enumeration Anche Frame Box ©, Information Flow [CD::10 Flow Link) &. Information Flow ICD::10 Flow! av || Options ($e existing symbo's to default optins Shown Stereotypes / Tags OK Caneel The changes that you make in this dialog affect all the symbols that you add to the diagram in the future and have no effect on the symbols already present in the diagram. To apply these settings to existing symbols on the diagram, you must select the Set existing symbols to default options and then select the symbols that you want to update. This view option for diagrams dialog is available only for the following diagrams: * Activity diagrams * Class diagrams * Structure diagrams * Object diagrams * Constraint diagrams * Communication diagrams * Profile diagrams fle:C:Program Files (x86)'Windehill ModelarModeleiSystemMelpindexhimlfpagelintegriy, Madeler%.2Fismesk2Fviewing options for diagr.. ‘2212128, 1:89 PM View options for diagrams * Use case diagrams Table relationship diagrams Sequence diagrams State diagrams Variant diagrams fie:itC:1Program Files (x86)Windchill Mod: -2Fisme%k2F viewing options for diagr.... 2/2212128, 1:83 PM Using Auto Layout for iagrams Working With Model Items and Diagrams > Working with diagrams > Customizing the presentation of diagrams > Using Auto Layout for diagrams Using Auto Layout for diagrams With auto layout, Modeler automatically rearranges items in a diagram in certain preconfigured layouts. Auto layout provides the ability to rearrange the selected items in a more structured format on the canvas. Auto layout initially requires you to select a root item that will be the start of the diagram tree, and then it rearranges all the items connected to the root item recursively based on the selected options. The layout follows a single direction only even if there are multiple links between the same pair of items. You must also note that while rearranging the diagram, when an item that is found higher up in the diagram tree is also referenced in the lower part of the tree, then the layout of that item and its connected links will not progress further. To use auto layout, select the root item of the diagram, and on the Layout tab, click Perform Auto Layout. A dialog box appears displaying the following options: + Layout Style: You can select your layout style. The available styles are: + Center Aligned Tree Layout: An option to rearrange the selected item with the connected links and items aligned in the center in a tree layout. The items can be rearranged centered horizontal or centered vertical on the canvas. » Edge Aligned Tree Layout: An option to rearrange the selected item with the connected links and items aligned to the edge of the canvas in a tree layout. The items can be rearranged centered horizontal or centered vertical on the canvas. * Orientation: Select Vertical or Horizontal orientation of the selected layout. + Horizontal Gap: The horizontal distance between the items in the resulting layout. If you have selected Edge Aligned Tree Layout and the orientation as Vertical, then this option is disabled, * Vertical Gap: The vertical distance between the items in the resulting layout. If you have selected Edge Aligned Tree Layout and the orientation as Horizontal, then this option is disabled * Include Notes: Select this check box if you want to include Notes (if any) in the resulting layout. * Unhanded Items: You can select what you want to do with the items that are not affected in the resulting layout, » Do Nothing: Does nothing on the unaffected items, » Delete From iagram: Deleted the unaffected items from the diagram. + Move to Bottom: Moves the unaffected items to the bottom of the canvas. + Move to Bottom and Delete Links: Moves the unaffected items to the bottom of the canvas and deletes the links from the diagram. » Move to Side: Moves the unaffected items to the (right)side. » Move to Side the Delete Links: Moves the unaffected items to the (right) side of the canvas and deletes the links from the diagram. k Types: You can select the types of links that you want to included in the resulting layout. Click Select All or Deselect All to select all links or to clear all selected links. fie:1C:1Program Files (x86)Windchll ModelerModelerSystenvHolpfindex himl¥pagellntegty. Modeler 2Frisme%2Fusing auto layout for dia... 1/2212128, 1:83 PM Using Auto Layout for iagrams filetC:/Program Files (x86)Windchill Modeler/Modeler'System/Hal index himipagelintegrty. Modeler%2Frisme%42Fusing_aute layout for_dia... 2/2212123, 1:53 PM ‘Adsing tems to a iagram Working With Model Items and Diagrams > Working with diagrams > Ealing diagrams > Adding items to a diagram Adding items to a diagram There are several ways of adding items to a diagram: To add a new item to a diagram through the diagram tab: 1. On the diagram's tab, click the required item button. 2. On the diagram, click the location where you want to add the item. 3. Type the name of the item. To add a new item to a diagram through the context menu: 1. On the diagram, right-click in free space, select New and then click the required item type. 2. Type the name of the item. To add a dictionary item through the diagram tab: On the diagram's tab, click the required item button. On the diagram, right-click where you want to add the item. On the dialog, click the appropriate folder, and then select the item you want to add, Click OK aAweNe To add a dictionary item through a drag and drop operation: * Drag an item from the appropriate pane to the required position on the diagram |B Drag a folder from the Dictionary pane to the diagram. To add multiple items of the same type: 1. On the diagram's tab, click the required item button. 2. Hold down the Ctrl key and then click or right-click the diagram where you want to add the item. 3. Repeat steps 1 and 2 to add additional items. 4, After you have added the required items, on the diagram’s tab, click the | *_ Selection button. To add a folder's items through a drag and drop operation: fielIC:yProgram Files (x86)'Windchill ModelerModeleriSystem/Helalindex.himi#pagelintegrty. Modeler 2Frisme%k2Fadd_an tem to_a_diagra.... 1/2212128, 1:83 PM ‘Adsing tems to a iagram * Drag a folder from the Dictionary pane to the diagram. All items within the folder are added to the diagram and you can arrange them according to your requirements, fie:1tC:tProgram Files (x86/Windchill Mod: riModeler'System/Melplindex himlpagellntogty_ Modeler%2Frisme%2Fadd_an_tem_t | Sages... 22212123, 1:54 PM Selecting items on a diagram Working With Model Items and Diagrams > Working with diagrams > Editing diagrams > Selecting items on a diagram Selecting items on a diagram You can select an item on a diagram if you want to change its properties, or you can select multiple or all items on a diagram, if you want to change common properties of the diagram items. When you have selected a number of items on a diagram, you can invert the selection, so that the items that were not selected are selected and vice-versa. To selecta gle item ona gram: Click the required item. The item is selected and you can change its properties it through the Property pages. To select multiple items on a diagram: 1. Click the first item 2. Hold down the Shift or Ctr key and click the other items you want to select. Alternatively: & 1. On the diagram tab, click the |®_ Selection button. 2. Drag the selection box to encompass all the items you want to select. After selecting multiple items you can change common properties in the Property Pages. To select all items on a diagram: Select All. On the Find tab, click Alternatively, you can hold down the Ctrl key and press A. To invert the current selectio: On the Find tab, click id Invert Selection. fie:/1C:tProgram Files (x86)'Windchill ModelerModeleriSystenvHelpindex himl¥pagellntegrty_ Modeler 2Frisme%42F selecting tems_on 1"212123, 1:54 PM ‘Moving items on a ciagrar Working With Model tems and Diagrams > Working with diagrams > Editing diagrams > Moving items on a diagram Moving items on a diagram You must consider the following while moving items that have links If the Reroute links when connected object is moved check box (in Model > Options > Diagrams) is selected, all connected links are rerouted even if the Route links automatically check box is not selected. For each link on the moved node, Modeler selects an optimal location on the node border without modifying the end points of the links that the moved node is linked to, To move items on a diagram 1. Select the items you want to move. 2. Drag the items to the required position, or use the keyboard cursor keys to move the selected items. ‘A * You can move child items to other parent items, such as Attributes and Operations of a Class. * You can undo actions that you have performed on diagrams. = You can snap items to the grid. You can temporarily disable snap to grid while moving items by pressing the Alt or Shift key, Related Topics Snapping items to the alignment grid fie:11C:tProgram Files (x86)Wondchill ModelerModeleriSystenvHelpindex himl¥pagellntegrty. Modeler 2Frisme%2Fmove_an_tem_on_a_dia 1"212123, 1:54 PM Copying items ona diagram Working With Model Items and Diagrams > Working with diagrams > Ealing diagrams > Copying items on a diagram Copying items on a diagram 1. Select the items you want to copy. 2. Press and hold down the Ctrl key, and then drag the items to the required position. You can copy child items to other parent items on a diagram, such as Attributes and Operations of a Class. fil yProgram Files (x86)'Windchill ModelerModeleriSystem/Helpindex himi¥pagelintegrty. Madeler2Frisme%k2Fcapying_tems_on_a_ciag... 1/1212123, 1:54 PM Changing the size of an item on a diagram Working With Model Items and Diagrams > Working with diagrams > Ealing diagrams > Changing the size of an item on a diagram Changing the size of an item ona diagram Most diagram item types are resizable. If a diagram item is resizable, the Autosize command appears on the item's shortcut menu and the mouse pointer changes to one of the following shapes when hovered over a handle. vent When you first add an item to a diagram, autosize is enabled, While autosize is enabled, the item's size will change to accommodate the text it displays. If you manually change the size of a diagram item, autosize is disabled. You can tell whether a symbol is autosized through its context menu =a |i sea hic ae Autosize enabled To manually change the size of an item: 1. Select the item you want to resize. 2. Drag a handle to resize the item as required. =< > handles > To resize multiple items on a diagram to the same width and height: 1. Select the item that is the size you want to change to. 2. Press and hold down the Ctrl key, and then select the item you want to resize. When you have two or more items selected, the items will be made the same size as the ‘reference selection’, that is the item that has red handles. If you click a selected item, that item becomes the reference selection. 3. On the Layout tab: » click the [il] make same Height button to make all the items of the same height. + Click the ©] make Same Width button to make all the items of the same width. + Click the L#] Make Same Width and Height button to make all the ites of the same width and height. flelIC:yProgram Files (x86)'Windchill ModelerModeleriSystem/Helplindex himi#pagelintegrty. Madeler2Frisme%s2Fchanging the_size_of an... 1/2212123, 1:54 PM Changing the size of an item on a diagram To disable autosizing for a diagram item: * Manually change the size of the diagram item. To enable autosizing for a diagram item * Right-click the diagram item, and then click Autosize Related Topics Aligning items on a diagram Equally spacing items on a diagram flelIC:yProgram Files (x86)'Windchill ModelerModeleriSystem/Helplindex himi#pagelintegrty. Madeler2Frisme%2Fchanging the_size_of an... 22212123, 1:54 PM ‘Showing the alignment grid Working With Model tems and Diagrams > Working with diagrams > Editing diagrams > Showing the alignment grid Showing the alignment grid The alignment grid helps you align items on a diagram. You can snap items to the grid. To show the al nment g 1. On the Model tab, click Options. 2. On the Tools Options dialog, click the Diagrams entry. 3. Select the Show Alignment Grid check box. jB When working on a diagram, you can show or hide the alignment grid by selecting or clearing the Show Grid check box in the Format menu, Related Topics Snapping items to the alignment grid fie:1C:/Program Files (x86)'Windchll ModelerModelerSystenvHolp/index himl¥pagellntegty. Madeler%2Frisme%2Fshowing_the_alignment_g. 1"212123, 1:54 PM ‘Snapping items tothe alignment gris Working With Model Items and Diagrams > Working with diagrams > Ealing diagrams > Snapping items to the alignment grid Snapping items to the alignment grid You can set up the size of the diagram grid, choose whether to hide or show the grid, and then optionally make new and moved items snap to the grid. You can also snap selected items to their nearest grid point. To set up the alignment grid In Modeler, open a diagram so that you can see the size of the grid you are setting up. On the Model tab, click Options. Click the Diagrams entry. Select the Show Alignment Grid check box In the Style group, select the Dots or Lines option. Drag the Granularity slider to the required setting. Click Apply to see how the grid looks on the diagram, If you want to hide the alignment grid on diagrams, clear the Show Alignment Grid check box 9. If you want to snap diagram symbols to the grid, select the Snap check box ePNaAnaYNe To show or hide the grid 1. On the Model tab, click Options. 2. Click the Diagrams entry. 3. Select or clear the Show Alignment Grid check box Alternatively: * On the Layout tab, select the Show Grid check box. To enable the snap to grid option: 1. On the Model tab, click Options. 2. Click the Diagrams entry. 3. Select the Snap check box. Alternatively: * On the Layout tab, select the Snap to Grid check box. \B When a diagram has the focus, you can toggle the Snap to Grid option by pressing the F8 key. You can temporarily disable snap to grid when dragging an item by holding down the Shift or Alt key on the keyboard. To align a single item to the gri fie:1C:fProgram Files (x86)Windchll ModeleriModeler'Syster/Holpfindex himl¥pagellntegty. Modeler 2Frisme%2Fsnapping items. to thea... 12212128, 1:84 PM ‘Snapping items tothe alignment gris 1, Ensure that snap to grid is enabled (see preceding task), 2. Drag the item to the required position, To align items to their nearest grid points: 1. Ensure that snap to grid is enabled (see preceding task). 2. On the diagram, select the items you want to align. 3. On the Layout tab, select the Snap to Grid check box. Related Topics Showing the alignment grid flelIC:yProgram Files (x86)'Windchill ModelerModeleriSystem/Helalindex.himi#pagelintegrty. Madeler2Frisme%2Fsnapping items to the_al.... 22212123, 1:54 PM Aligning tems on a diagram Working With Model Items and Diagrams > Working with diagrams > Editing diagrams > Aligning items on a diagram Aligning items on a diagram 1. Select the items that you want to align. When you have two or more items selected, the items align with the ‘reference selection’, that is the item that has red handles. If you click a selected item, that item becomes the reference selection, 2. Ensure that the item you want to align with is the 'reference selection’, that is, the item has red handles. 3. On the Layout tab, click the appropriate alignment command. Align Left Align Right Align Top Align Bottom Align Center Horizontal {e=] [| (8) [Bi] [22} [a] Align Center Vertical Alternatively, right-click the reference selection item, and click Align Symbols, and then click the appropriate alignment command If the results are not as you want, on the Home tab, click ‘D) undo. Modeler will attempt to align the selected items to the reference selection. Related Topics Changing the size of an item on a diagram Equally spacing items on a diagram fie:11C:/Program Files (x86)Windchll ModelerModelerSystem/Holpiindex himl¥pagellntogty_Modeler%2Frisme%2Faligning_toms_on_diagra 1"212123, 1:54 PM Equally spacing items on a diagram Working With Model Items and Diagrams > Working with diagrams > Ealing diagrams > Equally spacing items on a diagram Equally spacing items on a diagram 1, Select the items that you want to space equally. 2. On the Layout tab, click either Jl] space Horizontally or =| Space Vertically. Alternatively, right-click any of the selected items, and then select either Space Evenly > Horizontally or Space Evenly > Vertically. If the results are not as you want, on the Home tab, click ‘| undo. Related Topics Aligning items on a diagram Changing the size of an item on a diagram fil: yProgram Files (x86)'Windchill ModelerModeleriSystem/Helpindex himi#pagelintegrty. Madeler2Frismeik2Fequally spacing tems_o... 1/1212123, 1:54 PM Linking tems on a diagram Working With Model Items and Diagrams > Working with diagrams > Editing diagrams > Linking items on a diagram Linking items on a diagram Linking items on a diagram using the gram ribbon tab 1. On the diagram’s ribbon tab, click the button for the required link type. 2. On the diagram, click the item from which the link starts. 3. Click the destination item. Linking items on a diagram using Quick Create With Quick Create, you can create links and linked symbols. Hover the mouse cursor to the edges of a diagram symbol to display the quick create + icon. Using this icon, you can quickly create links and nodes in the following ways: * Click the Quick Create icon on a symbol and then, click the destination symbol you want to link to. A popup menu appears from which you can select the type of link you want to create between the two symbols. * Click the Quick Create icon on a symbol and then double-click on a blank area on the diagram. A popup menu appears using which you can create the new symbol and select the type of link you want to create with the new symbol. The Quick Create icon appears on symbols in the following diagrams: * Class diagrams and their specializations, such as, requirement diagrams and block definition diagrams + Use case diagrams and their specializations, such as, OV-1d use case diagrams * Variant diagrams Using Automatic Link Routing You can configure Windchill Modeler to automatically reroute links in diagrams. With automatic rerouting (autorouting), the links that you create or the connected nodes that you move do not cross over other nodes but go around existing nodes and jump over existing links. This also makes your diagram look more presentable. To enable automatic link rerouting 1. On the Model tab, click Options. 2. On the Diagrams entry, select the Route links automatically check box. When using link autorouting, a preview of the link route is shown that gives you an understanding of how the link would look before the link is created. Existing links can be rerouted after they have been created. Right-click on a link and select Reroute Link, or right-click on a symbol that has links and select Reroute Link(s). Ifa link has no waypoints, it is considered a “direct” link and therefore does not use orthogonal autorouting. To make a link direct, right-click on the link and select Cancel fielIC:yProgram Files (x86)'Windchill ModelerModeleriSystem/Helplindex.himi#pagelintegrty. Madeler%2Frisme%s2Finking_items_on_a.diage... 1/22103, 1:84 PM Linking tems on a dagram Waypoints. To autoroute the link, right-click on the link and select Reroute Link(s). Link autorouting also works when creating new links using Modeler’s Quick Create features as described above in the g items on a diagram using Quick Create section. To enable link autorouting even when connected symbols are moved or resized, you can select the Reroute links when connected object is moved check box located in Model > Options > Diagrams dialog. Disable autorouting If you press ALT while creating links, automatic routing for the current link is disabled. This allows you to create “direct” links that take the shortest path possible. Controlling the start and end location of the links * If you press SHIFT when clicking on the border of the starting symbol, Modeler uses that exact location for the starting point of the link. If you do not press SHIFT, Modeler selects an optimal location for the link start point on the symbol border. * If you press SHIFT when clicking on the border of the end symbol, Modeler uses that exact location for the end point of the link. If you do not press SHIFT, Modeler selects an optimal location for the link end point on the symbol border. fielIC:yProgram Files (x86)'Windchill ModelerModeleriSystem/Helplindex himi#pagelintegrty. Madeler%2Frisme%2F inking. items_on_a_diagr 22212123, 1:54 PM Creating items and relationships using Quick Create Working With Model Items and Diagrams > Working with diagrams > Ealing diagrams > Creating items and relationships using Quick Create Creating items and relationships using Quick Create With Quick Create, you can create links and linked symbols. Point to the edges of a diagram symbol to display the quick create + icon. Using this icon, you can quickly create links and nodes in the followings ways: * Click the Quick Create icon on a symbol and then, click the destination symbol you want to link to. A popup menu appears on which you can select the type of link you want to create between the two symbols, * Click the Quick Create icon on a symbol and then, point to and double-click on a blank area on the diagram. A popup menu appears using which you can create the new symbol and select the type of link you want to create with the new symbol The Quick Create icon appears on symbols in the following diagrams: * Class diagrams and their specializations, such as, requirement diagrams and block definition diagrams * Use case diagrams and their specializations, such as, OV-1d use case diagrams * Variant diagrams 24 1"212123, 1:54 PM ‘Automatic routing links in ciagrams Working With Model Items and Diagrams > Working with diagrams > Ealing diagrams > Automatic routing links in diagrams Automatic routing links in diagrams You can configure Windchill Modeler to automatically reroute links in diagrams. With automatic rerouting, the links that you create or the nodes that you move do not cross over other nodes but go around existing nodes and jump over existing links. This also makes your diagram look more presentable. To enable automatic rerouting 1. On the Model tab, click Options. 2. On the Diagrams entry, select the Route links automatically check box. To reroute a single link Right-click the link and select Reroute link. Modeler automatically reroutes the link and circumvents any existing nodes that are in its path. The start and end points of the link are unchanged. To reroute links of a node Right-click the node and select Reroute All Links. Modeler automatically reroutes all the links. The start and end points of the links are unchanged. For additional options, right-click the node or link and select More Reroute Link or More Reroute Links and from the popup menu, select any one of the following options: + Automatically Select Link Start Posi position of the link in - Automatically selects an optimal start + Automatically Select Link Start/End Positions - Automatically selects optimal start and end positions of the link. * Automatically Select Link End Position - Automatically selects an optimal end position of the link. For more information on creating links, see Linking items on a diagram, For more information on moving nodes, see Moving items on a diagram. fie:11C:tProgram Files (x86)'Windchll ModelerModeleriSystenvHelpindex himl¥pagellntegrty_ Modeler 2Frisme%42FRerouting links in_diagra... 11212123, 1:54 PM Renaming items on a diagram Working With Model Items and Diagrams > Working with diagrams > Editing diagrams > Renaming items on a diagram Renaming items on a diagram 1. On the diagram, select the item you want to rename. 2. Perform any of the following: * Click the item name on the diagram * Press the F2 key on the keyboard. * Press the Return key on the keyboard. 3. Type the new name of the item and press the Enter key. fie:/1C:/Program Files (x86)'Windchill ModelerModeleriSystenvHelpindex himl#pagellntegrty_ Modeler 2Frisme%42Frenaming_tems_on, 1"212128, 1:85 PM Enabling or Disabling Aulomatic Routing for Specific Diagram Types Working With Model tems and Diagrams > Working with diagrams > Eaiting diagrams > Enabling or Disabling Automatic Routing for Specific Diagram Types Enabling or Disabling Automatic Routing for Specific Diagram Types By default, automatic link routing (AutoRouting) is enabled for all diagrams if the Route links automatically check box (in Model > Options > Diagrams) is selected It is now possible to selectively enable or disable automatic routing for certain diagrams and diagram types. To use this functionality, you must ensure that the Utilities Profile is present in the model. The Utilities profile contains the stereotypes and tag definitions that allow you to enable/disable automatic routing. This profile is automatically imported with many other profiles. If it is not present, you can import the profile explicitly. To import the profile, see Adding the Utilities profile. When the Utilities profile is included in your model, the AutoRouting and ExcludeAutoRouting stereotypes are available Fiter © deste Del © 1 AutoRouting (Link Sterectypes) © 3bicludeAutoRouting (Links\Stereotypes) © Rename save As > Open Print Lines Start Link Report > end Lin Find » (Open Related > Tools il Gare Ye Add To Favorites ctrl maT RemoveFrom Favorites _CtrleShifteG =e Sk 1D Cony ee Create HTML Link 2 ExcludedutoR Enable / disable AutoRouting for a particular diagram Before you enable or disable AutoRouting, ensure that the Utilities profile is added to the model and the AutoRouting stereotype is added to the diagram (right-click the diagram and select Links > Stereotypes > AutoRouting). 1. Navigate to the Properties pane of the diagram. 2. In the AutoRouting tab, change the tag value of AR RouteLinksAutomatically to © TRUE to enable AutoRouting file:1C:fProgram Files (x86)Windchill ModelerModelerSysten/Holp/index himl¥pagellntegty. Madeler%2Frisme'42FEnable_disable_aulomatic.. 1/3212128, 1:85 PM Enabling or Disabling Aulomatic Routing for Specific Diagram Types » FALSE to disable AutoRouting. Properties of ‘Class Diagram2° General Text Changes Sle tems AutoRouting Tag Definition Name Tag Value AR RauteLinksAuiomaticaly FALSE. AR ReuteLinksOnMove TRUE AR TCrossAvoidance TRUE ‘There are other tag definitions available in the AutoRouting tab, that you can set to configure the behavior of AutoRouting. A brief explanation of each tag definition can be found in the Description of each tag definition. The AutoRouting tag definitions are located under the AutoRouting package inside the Utilities profile. Disable AutoRouting for specific diagram types To disable AutoRouting for specific diagram types, for example, all class diagrams, perform the following steps: 1. Create a new Profile diagram. 2. Apply the ExcludeAutoRouting stereotype to the diagram. To apply the stereotype, right click on the diagram and select Links > Stereotypes > ExcludeAutoRouting. grams that have a corresponding Meta class (such as Class diagrams, Activity diagrams): 1. From the Profile diagram ribbon, click Meta class and then click on the empty space in the Profile diagram. The Select Object dialog appears. 2. Select the type of diagram for which you want to disable AutoRouting, 3. Click OK. All diagrams of the selected type now have AutoRouting disabled by default. For diagrams that have a specializing stereotype (such as Block De! diagrams, Internal Block diagrams, Parametric diagrams) 1, Locate the specializing stereotype of the diagram in the browser (for example, for a Parametric diagram, select Constraint blocks under the SysML Profile) 2. Drag the stereotype and drop it on the Profile diagram All diagrams of the selected stereotype now have AutoRouting disabled by default. ion The properties of the Profile diagram show the ExcludeAutoRouting stereotype. fie:11C:/Program Files (x86)Windchll ModelerModeler'Systen/Holpfindex himl¥pagellntegty. Modeler 2Frisme'42FEnable_disable_aulomatic... 213212123, 1:55 PM Enabling or Disabling Aulomatic Routing for Specific Diagram Types «sterectypen ParameticDiagram General Ted Changes Sle tems Exclude AutoRoutng Tag Definton Name Tag Yalue AR DeabledDiagramTypes [Variant DisgramParamstiiDiagran If you have disabled autorouting for a particular type of diagrams, for example Class diagrams, and if you want to enable AutoRouting for a single Class diagram, you can follow the steps listed in the Enable / disable AutoRouting for a particular diagram section explained above. fle:t4C:fProgram Files (x86)Windchill Mod:212123, 1:55 PM Working with waypoints Working With Model Items and Diagrams > Working with diagrams > Editing diagrams > Working with waypoints Working with waypoints You use waypoints to help you draw links between diagram items. You can create a waypoint as you draw a new link, or you can add a waypoint to an existing link. To create a waypoint as you add a link: + When adding a link to a diagram, click in free space to add a waypoint. To force horizontal or vertical link segments as you add a link: * Before clicking in free space to add a waypoint, press and hold the Ctrl key on the keyboard. A You can force horizontal and vertical link segments only after adding the first waypoint. To add a waypoint to an existing link: * Drag the link between waypoints. To move an existing waypoint: 1, Select the link. 2. Drag the waypoint you want to move to the required position. To delete a waypoint: * Right-click the waypoint, and then click Remove This Waypoint. Alternatively, 1. Select the link. 2. Drag the waypoint you want to delete, and press the Delete key on the keyboard before you release the mouse button. To delete all waypoints: * Right-click the link, and then click Cancel Waypoints. fel yProgram Files (x86)'Windchill ModelerMedeleriSystem/Helpindex himi#pagelintegrty. Madeler2Frisme%s2Fuse_waypointshimi%23. 1/1212123, 1:55 PM Delating an item from a diagram Working With Model tems and Diagrams > Working with diagrams > Editing diagrams > Deleting an item from a diagram Deleting an item from a diagram You can delete an item from a diagram and optionally delete it from the dictionary at the same time. To delete an item from a diagram but not the dictionary: * On the diagram, right-click the item you want to delete, and then click Delete. Alternatively: 1, On the diagram, select the item you want to delete, 2. Press the DELETE key. The item is deleted from the diagram, but remains in the dictionary. To delete an item from the diagram and dictionary: 1, On the diagram, right-click the item you want to delete and click Delete from Model. 2. If a confirmation dialog appears, click Yes. Note that if you right-click a Note symbol that has a linked item, the Delete from Model command deletes the Note symbol and the linked item: file:!1C:tProgram Files (x86)'Windchll ModelerModeleriSystenvHelpindex himl¥pagellntegrty. Modeler 2Frisme%42Fdelele_an_item_trom_ad 1"212123, 1:55 PM [Adding a note to a diagram Working With Model Items and Diagrams > Working with diagrams > Working with notes and frame boxes > Adding a note to a diagram Adding a note to a diagram You can annotate your diagram by adding notes. After adding a note, you can link it to ‘one or more items on the diagram. To add a not 1. On the diagram tab, click the button, 2. On the diagram, click the location where you want to add the Note, 3. Type the required text. To link a note to a diagram symbol: 1, On the diagram tab, click the ~£ button, 2. Click the Note you want to link. 3. Click the symbol or link icon to which you want to link the Note. Related Topics Linking a note to a diagram symbol Linking an item or diagram to a note or link note fie:/1C:tProgram Files (x86)Wondchill ModelerModeleriSystenvHelpindex himl¥pagellntegrty. Modeler 2Frisme%42Fadding212123, 1:55 PM Linking anole to a diagram symbol Working With Model Items and Diagrams > Working with diagrams > Working with notes and frame boxes > Linking a note to a diagram symbol Linking a note to a diagram symbol 1. On the diagram tab, click the -£ Note Link button. 2. Click the Note that you want to link, and then click the symbol to which you want to link the Note. Alternatively: 1. Right click the Note, select Add > Note Link 2. Click the symbol to which you want to link the Note. To set the appearance of a Note Link: 1. Right click the Note Link, and then click View Options. 2. Click the Note Link entry. 3. Select the required start and end shapes from the Start and End drop-down list boxes. 4. Set the line Style to Solid or Dashed To detach a note from a diagram item: * Select the Note Link, and then press the Delete key. Related Topics Adding a note to a diagram fie:!1C:/Program Files (x86)'Windchill ModelerModeleriSystenvHelpindex himl¥pagelntegrty. Modeler%2Frismo%42F inking,