Working with the Explorer

The following sections provide an overview of functions for managing models and objects in the Explorer.

The Explorer

Via the Explorer you can access the models and objects saved in the database. The Explorer can be found on the left side of the program window.

The Explorer contains the following catalogues:

Models

The Model Catalogue. Here, you can view and manage all model groups and models to which you have access.

Objects

The Object Catalogue. Here, you can view and manage all object groups and objects to which you have access.

Quick Access

Quick Access offers a way to view and use content you have worked on recently. The following folders are displayed in Quick Access:

• Favourites

  The Favourites folder contains your favourite models and objects. It is collapsed by default. Within the Favourites folder, favourites are sorted by type and alphabetically.

• Recently Opened

  The Recently Opened folder contains your most recently opened models, up to a maximum of thirty. The list is sorted by date, with the most recent artefact placed at the top.

Open Explorer

To open the Explorer:

• On the toolbar at the top of the screen, click Find  .

The Explorer opens at the left side of the program window.

Switch between Catalogues in Explorer

To switch between the Model Catalogue, Object Catalogue and Quick Access in the Explorer:

• Click the Models or Objects or Quick Access button at the top of the Explorer.

Update Content

To update the Explorer:

• Click the icon .

Display/Hide Content

Content in the Explorer can be shown or hidden by clicking the icons > und ∨ next to the folders. The following additional options are available:

• Expand Selected Group

  A folder needs to be selected. Opens the folder, same function as clicking the icon >.

  Shortcut: <+>

• Collapse Selected Group

  A folder needs to be selected. Closes the folder, same function as clicking the icon ∨.

  Shortcut: <->

Search in Explorer

The search function is offered as an input field in the menu bar of the Explorer. To find a model or object:

• In the Filter... box, type the text you want to search for.

All models or objects that contain the search string in their name are shown.

To clear the search filter:

• Click the icon .

Show or Hide Explorer

You can hide the Explorer to increase your workspace, and show it again at any time:

• To hide the Explorer, click the icon at the top right corner of the Explorer

• To show the Explorer again, click the icon .

Design Folder Structure

Design any folder structure in the Model Catalogue or Object Catalogue by creating groups hierarchically.

Create Group

To create a model group or object group:

• Right-click the group in which you want to create the new group, and then click Create group.

The usage of the following functionalities helps design a folder structure:   Copy, Paste, Delete and Rename. These functions are available in the context menu of groups. Groups can be also moved by using drag and drop.

The context menu entry Translate is very useful in multilingual scenarios and in designing different folder structures for all languages.

Create Reusable Objects

Repository objects can be reused in different models. They are stored in the Object Catalogue.

To create a reusable object:

1. On the toolbar at the top of the screen, click New   .

2. Select an object type. The object is created and the Notebook of the object opens.

Now you can start editing the attributes of the object and reusing the object in models.

Recommendations

Your ADONIS administrator may define a set of recommended model and object types. They will be displayed in the Recommendations pane.

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If no recommended elements have been configured, the Recommendations pane is not shown.

Find What You Need

To help you quickly find the artefact you want to create, the following options are available:

• Search for a Model or Object Type

  In the Search box, type the text you want to search for. All model and object types that contain the search string in their name are displayed. To clear the search filter, click the icon .

• Filter by Topic

  Click the button , select the topic you want, and then click Apply. You can display a topic-specific selection of model and object types. Additionally, you can display all models or all objects.

Other Ways to Create Objects

You can also create objects directly in the Object Catalogue or in the graphical editor:

• Create Objects Directly in the Object Catalogue

  Choose an object group as a starting point when creating objects. Right-click the object group, and then click Create object.

• Create Objects in the Graphical Editor

  Graphical modelling. Place objects directly on the drawing area.

Save Reusable Objects

Saving a reusable object (= repository object) is necessary if you edit its attributes. To save a reusable object:

• Click the Save button in the menu bar of the Notebook.

• Enter a name for the object and define a target group if you are saving it for the first time.

Create Relations Using Drag-and-Drop Operations in the Explorer

In the Explorer, you can create relations by drag and drop:

• between repository objects

• between repository objects and models

The following functions are available:

• Create Relation within the Object Catalogue

  Drag an object onto another object. When you release the mouse button, ADONIS will show you which relations can be created in this way. Simply choose the desired relation and it will be created.

• Drag Multiple Models/Objects onto an Object

  Similar to above, you can also drag multiple objects or models onto another object. This will be successful if the target attribute allows multiple connections. If the target attribute only allows a single connection, only the first of the objects or models will be added.

Copy & Paste Objects in the Explorer

In order to create a copy of an object in the Object Catalogue:

• Press <Ctrl> + <C> to copy an object.

• Select the target group and press <Ctrl> + <V> to paste an object.

Move Models/Objects in the Explorer

In order to move models or objects to another group in the Model Catalogue or Object Catalogue:

• Drag the models or objects to the destination folder.

Replace Object

ADONIS offers the possibility to merge two objects of the same type. In order to do so:

1. Select the two objects you want to merge in the Object Catalogue.

2. Right-click the objects, and then click Replace object. A dialogue box opens.

3. Select the object that should replace the other one.

4. If you want to transfer attributes from the object to be replaced, perform the following additional steps:

   • Open the Notebooks of both objects by using the provided links.

   • Compare the attributes of both objects and transfer them from one object to the other.

5. Click Replace.

If the replaced object is marked as a favourite, the new object is automatically added to your favourites.

Replace Objects Using Drag-and-Drop Operations

Alternatively, you can replace objects by drag and drop:

• Drag an object onto another object, release the mouse button, and then click Replace <object type>.

Relations Behaviour when Using „Replace object...“

The relations of the replaced object are inherited as follows:

• Incoming relations (icon ): inherited.

• Outgoing relations (icon ): NOT inherited.

Example

The following example shows the behaviour of incoming and outgoing relations of the replaced object. The process "Record customer data" has two incoming relations (superordinated processes "Acquisition life insurance" and "Acquisition retirement insurance") and one outgoing relation (subordinated process "Correspondence (policy)"). The process “Customer Service” has one incoming relation (“Claim settlement”) and one outgoing relation (“Information about performance”). If “Record customer data” is replaced by “Customer Service”, the following happens:

Result: “Customer Service” now has three incoming relations ("Acquisition life insurance" ,"Acquisition retirement insurance" and "Claim settlement") and one outgoing relation (“Information about performance”).

Delete Model/Object in the Explorer

To delete a model the Model Catalogue or an object in the Object Catalogue:

• Right-click the model/object, and then click Delete or:

• Select the model/object you want to delete, and then press <Del>.

Prerequisites for Deleting Models/Objects

Consider the following prerequisites for deleting models and objects:

Object is Used in a Model

In order to delete an object, it must not be used in any model. When trying to delete an object which is still used in models, a notification appears.

Single Model or Object with Incoming References

When you delete a model or object with incoming references, a warning message appears. You can continue anyway, or cancel the action and check the references.

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Press <Shift> + <Del> to remove a model or object with incoming references without a warning message.

Multiple Objects with Incoming References

When you delete a group of objects, all contained objects with incoming references will not be deleted. After the deletion process a notification appears. You can click the “Details” button to view a list of the objects that were not deleted.

Rename Model/Object

In order to rename a model or object:

• Right-click the model/object, and then click Rename or:

• Select the model/object you want to rename, and then press <F2>.

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Switching the language of ADONIS and renaming an element counts as a translation: The value is set for this particular language.

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When you rename a repository object and the object already exists (same name, same type), you have two options:

• Click Cancel and choose a different name or:

• Click Replace object and merge the two objects.

The Organiser

You can open multiple Object Catalogues or Model Catalogues at the same time, side-by-side, to help you organise your objects or models. This feature is called Organiser.

Open Organiser

To open the Organiser:

• Click the button in the menu bar of the Explorer.

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When the Model Catalogue is selected in the Explorer, two Model Catalogues will open side-by-side. When the Object Catalogue is open in the Explorer, two Object Catalogues will open.

Switch between Catalogues in Organiser

It is possible to switch between the Model Catalogue and Object Catalogue in the Organiser:

• Click the Models or Objects button in the menu bar of the Organiser.

Open Additional Catalogue

To open an additional catalogue:

• Click the large button on the right side of the program window.

Organise Models/Objects

The Organiser offers the same features as the Explorer. The following commands are especially useful for organising your objects or models:

• Copy, Paste, Delete and Rename.

• You can drag models, objects or even entire groups from one catalogue to another.

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The Copy and Paste commands are only available for objects. If you want to create a copy of a model, use Save as.