WIP

Working With DEAR

####  Guide to the DOI Enterprise Architecture Repository {#guide-to-the-doi-enterprise-architecture-repository .unnumbered}

#### Prepared by: Northrop Grumman Mission Systems {#prepared-by-northrop-grumman-mission-systems .unnumbered}

#### Contact: Michael Schievelbein {#contact-michael-schievelbein .unnumbered}

#### Original Content Date: February 12, 2004 {#original-content-date-february-12-2004 .unnumbered}

[]{#__RefHeading___Toc64280962 .anchor}Table of Contents

[Table of Contents 2](#__RefHeading___Toc64280962)

[Advanced Guide 3](#__RefHeading___Toc64280963)

[1 Open Large Diagram 3](#open-large-diagram)

[2 View Object Properties 6](#view-object-properties)

[3 Perform a \"Referenced By\" Query 10](#perform-a-referenced-by-query)

[4 Create a New Diagram 12](#create-a-new-diagram)

[5 Create a New Encyclopedia 18](#create-a-new-encyclopedia)

[6 Extract From and Merge to an Encyclopedia
18](#extract-from-and-merge-to-an-encyclopedia)

[7 Create a New Diagram and Copy and Paste Objects from one Diagram to
Another
18](#create-a-new-diagram-and-copy-and-paste-objects-from-one-diagram-to-another)

[8 Rearrange the Children in a Hierarchical Model
23](#rearrange-the-children-in-a-hierarchical-model)

[9 Check Out and Check In an Encyclopedia Object
25](#check-out-and-check-in-an-encyclopedia-object)

[10 Work with a Matrix 28](#work-with-a-matrix)

[11 Export Data to a CSV File 33](#export-data-to-a-csv-file)

[12 Import Definitions from a File into the SA Encyclopedia
35](#import-definitions-from-a-file-into-the-sa-encyclopedia)

[]{#__RefHeading___Toc64280963 .anchor}Advanced Guide

# Open Large Diagram

The following steps show you how to zoom in and zoom out so you can read
a large diagram.

+---+--------------------+--------------------------------------------+
| * | **Do this...**     | **Notice this...**                         |
| * |                    |                                            |
| S |                    |                                            |
| t |                    |                                            |
| e |                    |                                            |
| p |                    |                                            |
| * |                    |                                            |
| * |                    |                                            |
+===+====================+============================================+
| 1 | In the             | ![](medi                                   |
|   | Encyclopedia       | a/image1.jpeg){width="4.166666666666667in" |
|   | Browser, expand    | height="3.5833333333333335in"}             |
|   | "Diagrams", then   |                                            |
|   | expand             |                                            |
|   | "TECHNICAL         |                                            |
|   | -REFERENCE-MODEL", |                                            |
|   | then right-click   |                                            |
|   | on "Technical      |                                            |
|   | Reference Model",  |                                            |
|   | and select "Open". |                                            |
+---+--------------------+--------------------------------------------+
| 2 | Click "Yes" in the | ![](med                                    |
|   | warning window.    | ia/image2.png){width="4.166666666666667in" |
|   |                    | height="0.8229166666666666in"}             |
+---+--------------------+--------------------------------------------+
| 3 | If you get a       | Only the first person with the diagram     |
|   | message that the   | open can write to it---everyone else sees  |
|   | diagram is in use  | it in read-only mode. (It will say "READ   |
|   | by someone else,   | ONLY" in the window's blue title bar.)     |
|   | click "OK".        |                                            |
+---+--------------------+--------------------------------------------+
| 4 | Select the         | ![](medi                                   |
|   | magnifying glass   | a/image3.jpeg){width="4.166666666666667in" |
|   | in the toolbar.    | height="3.59375in"}                        |
+---+--------------------+--------------------------------------------+
| 5 | Zoom in on part of | ![](medi                                   |
|   | the diagram by     | a/image4.jpeg){width="4.166666666666667in" |
|   | drawing a box      | height="3.6145833333333335in"}             |
|   | around that part   |                                            |
|   | (hold down the     |                                            |
|   | left mouse button  |                                            |
|   | while pulling the  |                                            |
|   | cursor diagonally  |                                            |
|   | across the area to |                                            |
|   | be magnified.)     |                                            |
|   |                    |                                            |
|   | When you release   |                                            |
|   | the mouse button,  |                                            |
|   | the diagram zooms  |                                            |
|   | in on that area.   |                                            |
+---+--------------------+--------------------------------------------+
| 6 | Left-click to zoom | ![](medi                                   |
|   | in one level. Keep | a/image5.jpeg){width="4.166666666666667in" |
|   | clicking until the | height="3.6145833333333335in"}             |
|   | symbol's text is   |                                            |
|   | easy to read.      |                                            |
+---+--------------------+--------------------------------------------+
| 7 | Right-click to     |                                            |
|   | zoom out one       |                                            |
|   | level.             |                                            |
+---+--------------------+--------------------------------------------+
| 8 | Get out of zoom    | ![](medi                                   |
|   | mode by            | a/image6.jpeg){width="4.166666666666667in" |
|   |                    | height="0.7916666666666666in"}             |
|   | -   pressing the   |                                            |
|   |     Esc key on the |                                            |
|   |     keyboard,      |                                            |
|   |                    |                                            |
|   | -   clicking the   |                                            |
|   |     cursor icon on |                                            |
|   |     the toolbar,   |                                            |
|   |     or             |                                            |
|   |                    |                                            |
|   | -   clicking the   |                                            |
|   |     magnifying     |                                            |
|   |     icon again to  |                                            |
|   |     turn it off.   |                                            |
+---+--------------------+--------------------------------------------+

# View Object Properties

The following steps show you how to find an object, look at its
properties, and change them.

+----+-----------------------+-----------------------------------------+
| ** | **Do this...**        | **Notice this...**                      |
| St |                       |                                         |
| ep |                       |                                         |
| ** |                       |                                         |
+====+=======================+=========================================+
| 1  | Click on the          | ![](media/i                             |
|    | binoculars in the     | mage7.jpeg){width="4.166666666666667in" |
|    | toolbar. In the Find  | height="3.6041666666666665in"}          |
|    | Symbol window that    |                                         |
|    | comes up, enter "D"   |                                         |
|    | in the text box.      |                                         |
+----+-----------------------+-----------------------------------------+
|    |                       | The text will automatically scroll to   |
|    |                       | the part of the list that starts with   |
|    |                       | "D".                                    |
+----+-----------------------+-----------------------------------------+
| 2  | Select                | ![](media/i                             |
|    | "Database-Storage     | mage8.jpeg){width="4.166666666666667in" |
|    | (TECHNICAL SERVICE    | height="1.9583333333333333in"}          |
|    | CATEGORY)" and click  |                                         |
|    | "Find".               |                                         |
+----+-----------------------+-----------------------------------------+
|    |                       | The symbol will show up with little     |
|    |                       | black boxes around it, meaning it is    |
|    |                       | selected. (If you can't see it clearly, |
|    |                       | zoom in until you can.)                 |
|    |                       |                                         |
|    |                       | ![](media/i                             |
|    |                       | mage9.jpeg){width="4.166666666666667in" |
|    |                       | height="3.5520833333333335in"}          |
+----+-----------------------+-----------------------------------------+
| 3  | Open the symbol's     | ![](media/im                            |
|    | definition dialog in  | age10.jpeg){width="4.166666666666667in" |
|    | one of these ways:    | height="3.6145833333333335in"}          |
|    |                       |                                         |
|    | -   From the menu     |                                         |
|    |     bar, select       |                                         |
|    |     "Edit", then      |                                         |
|    |     "TECHNI           |                                         |
|    | CAL_SERVICE_CATEGORY" |                                         |
|    |                       |                                         |
|    | -   Right-click on    |                                         |
|    |     the symbol itself |                                         |
|    |     and select "Edit" |                                         |
|    |     from the floating |                                         |
|    |     menu.             |                                         |
+----+-----------------------+-----------------------------------------+
| 4  | Click through the     | ![](media/im                            |
|    | tabs in the           | age11.jpeg){width="4.166666666666667in" |
|    | definition dialog to  | height="2.59375in"}                     |
|    | get familiar with     |                                         |
|    | them, then click      |                                         |
|    | "Cancel", so as not   |                                         |
|    | to save any           |                                         |
|    | accidental changes.   |                                         |
+----+-----------------------+-----------------------------------------+
| 5  | Use the binoculars    | ![](media/im                            |
|    | again, to select      | age12.jpeg){width="4.166666666666667in" |
|    | "Change Control       | height="2.0833333333333335in"}          |
|    | (TECHNICA             |                                         |
|    | L-SERVICE-STANDARD)"; |                                         |
|    | then open the         |                                         |
|    | definition dialog for |                                         |
|    | that symbol.          |                                         |
+----+-----------------------+-----------------------------------------+
| 6  | If you are in         |                                         |
|    | read-only mode, get   |                                         |
|    | out and start over    |                                         |
|    | when you have write   |                                         |
|    | access, because the   |                                         |
|    | next steps cannot be  |                                         |
|    | done in read-only     |                                         |
|    | mode.                 |                                         |
+----+-----------------------+-----------------------------------------+
| 7  | Change the name in    | ![](media/im                            |
|    | the definition dialog | age13.jpeg){width="4.166666666666667in" |
|    | to "XXX-Change        | height="3.3958333333333335in"}          |
|    | Control", where XXX   |                                         |
|    | is your initials.     |                                         |
|    |                       |                                         |
|    | In the Description    |                                         |
|    | box, type "Now is the |                                         |
|    | time for all good men |                                         |
|    | to come to the aid of |                                         |
|    | their country."       |                                         |
+----+-----------------------+-----------------------------------------+
| 8  | Click "OK".           | ![](media/im                            |
|    |                       | age14.jpeg){width="4.166666666666667in" |
|    |                       | height="3.625in"}                       |
+----+-----------------------+-----------------------------------------+
| 9  | Close the diagram     |                                         |
|    | from the keyboard     |                                         |
|    | with CTRL-W, or from  |                                         |
|    | the menu bar with     |                                         |
|    | "Files / Close        |                                         |
|    | Diagram".             |                                         |
|    |                       |                                         |
|    | Click "Yes" on the    |                                         |
|    | window asking whether |                                         |
|    | to save.              |                                         |
+----+-----------------------+-----------------------------------------+

# Perform a \"Referenced By\" Query

These steps show you how definitions reference each other. You will
discover the way to a definition dialog through a set of Referenced By
windows.

  ----------------------------------------------------------------------------------------------------
  **Step**   **Do this...**                      **Notice this...**
  ---------- ----------------------------------- -----------------------------------------------------
  1          In the Encyclopedia Browser, expand ![](media/image15.jpeg){width="4.091666666666667in"
             "Definitions". Scroll down to       height="3.5284722222222222in"}
             "TECHNICAL-SERVICE-AREA" and expand 
             that.                               

  2          Right-click on "Component           ![](media/image16.jpeg){width="4.091666666666667in"
             Framework" and select "Referenced   height="3.5388888888888888in"}
             By" from the floating menu.         

  3          In the Referenced By window that    ![](media/image17.jpeg){width="4.091666666666667in"
             comes up, right-click "Business     height="3.4875in"}
             Logic" and select "Referenced By"   
             from the floating menu.             

  4          In the second Referenced By window, ![](media/image18.jpeg){width="4.091666666666667in"
             right-click the first item under    height="3.5493055555555557in"}
             "SERVICE-COMPONENT/TECH-SVC-STD",   
             and select "Open Item" from the     
             floating menu.                      

  5          When you are finished looking at    ![](media/image19.jpeg){width="4.091666666666667in"
             the definition dialog that comes    height="3.2527777777777778in"}
             up, click "Cancel".                 
  ----------------------------------------------------------------------------------------------------

# Create a New Diagram

These steps show you how to create a new diagram and add symbols to it.

+----+-----------------------+-----------------------------------------+
| ** | **Do this...**        | **Notice this...**                      |
| St |                       |                                         |
| ep |                       |                                         |
| ** |                       |                                         |
+====+=======================+=========================================+
| 1  | From the menu bar,    | ![](media/im                            |
|    | select "Tools /       | age20.jpeg){width="4.091666666666667in" |
|    | Preferences". In the  | height="3.129861111111111in"}           |
|    | window that comes up, |                                         |
|    | make sure all the     |                                         |
|    | preferences are set   |                                         |
|    | as shown at right.    |                                         |
|    |                       |                                         |
|    | Don't miss the Save   |                                         |
|    | checkbox (by the red  |                                         |
|    | arrow)!               |                                         |
|    |                       |                                         |
|    | Click "OK".           |                                         |
+----+-----------------------+-----------------------------------------+
| 2  | From the menu bar,    | ![](media/ima                           |
|    | select "File / New    | ge21.jpeg){width="3.3333333333333335in" |
|    | Diagram".             | height="3.125in"}                       |
|    |                       |                                         |
|    | In the window that    |                                         |
|    | comes up, select      |                                         |
|    | "BUSIN                |                                         |
|    | ESS-REFERENCE-MODEL", |                                         |
|    | and click "OK".       |                                         |
+----+-----------------------+-----------------------------------------+
| 3  | In the naming dialog  | ![](media/ima                           |
|    | that comes up, give   | ge22.jpeg){width="3.4791666666666665in" |
|    | the new diagram the   | height="1.4583333333333333in"}          |
|    | name "XXX-Wild Fire   |                                         |
|    | Management", where    |                                         |
|    | XXX is your initials. |                                         |
|    |                       |                                         |
|    | Click "OK".           |                                         |
+----+-----------------------+-----------------------------------------+
| 4  |                       | You will get a blank window for your    |
|    |                       | new diagram, and a draw toolbar. Each   |
|    |                       | type of diagram has its own draw        |
|    |                       | toolbar; this is the one for Business   |
|    |                       | Reference Model diagrams. It has five   |
|    |                       | icon types; if you forget which is      |
|    |                       | which, mousing over each will show its  |
|    |                       | name.                                   |
|    |                       |                                         |
|    |                       | ![](media/ima                           |
|    |                       | ge23.jpeg){width="3.1666666666666665in" |
|    |                       | height="1.3125in"}                      |
|    |                       |                                         |
|    |                       | To put one of these symbols in the      |
|    |                       | diagram, just click on that symbol in   |
|    |                       | the toolbar, then click the spot in the |
|    |                       | diagram where you want it.              |
|    |                       |                                         |
|    |                       | As long as your cursor is shaped like a |
|    |                       | pen, you are in draw mode and every     |
|    |                       | time you click it will add another      |
|    |                       | symbol of that type to the diagram. Use |
|    |                       | the Esc key as the "undo" function to   |
|    |                       | erase any symbols you draw              |
|    |                       | accidentally.                           |
+----+-----------------------+-----------------------------------------+
| 5  | Add a BUSINESS-AREA   | ![](media/image24.jpeg){width="1.375in" |
|    | to the diagram.       | height="1.0416666666666667in"}          |
+----+-----------------------+-----------------------------------------+
| 6  | In the Model Object   | ![](media/im                            |
|    | window that comes up, | age25.jpeg){width="4.091666666666667in" |
|    | change the name to    | height="3.129861111111111in"}           |
|    | "XXX-Manage           |                                         |
|    | Wildfires" where XXX  |                                         |
|    | is your initials.     |                                         |
|    |                       |                                         |
|    | Click "OK".           |                                         |
+----+-----------------------+-----------------------------------------+
| 7  | Add a                 | To get the connecting line, start with  |
|    | LINE-OF-BUSINESS      | your pen on the BUSINESS-AREA and drag  |
|    | under "XXX-Manage     | the pen downwards before releasing the  |
|    | Wildfires".           | mouse button.                           |
|    |                       |                                         |
|    | Name it "XXX-Provide  | ![](media/ima                           |
|    | Infrastructure".      | ge26.jpeg){width="1.4166666666666667in" |
|    |                       | height="2.25in"}                        |
+----+-----------------------+-----------------------------------------+
| 8  | Add three             | Note that each level of the diagram is  |
|    | FUNCTION-ACTIVITY     | automatically numbered.                 |
|    | symbols under         |                                         |
|    | "XXX-Provide          | ![](media/im                            |
|    | Infrastructure".      | age27.jpeg){width="4.091666666666667in" |
|    |                       | height="2.546527777777778in"}           |
|    | Name them             |                                         |
|    |                       |                                         |
|    | "XXX-Educate          |                                         |
|    | Personnel",           |                                         |
|    |                       |                                         |
|    | "XXX-Assess Wildfire  |                                         |
|    | Threat", and          |                                         |
|    |                       |                                         |
|    | "XXX-Review Lessons   |                                         |
|    | Learned".             |                                         |
+----+-----------------------+-----------------------------------------+
| 9  | Add a Doc Block to    | A Doc Block is an identification box,   |
|    | the lower left corner | showing the name of the diagram, when   |
|    | of the diagram.       | it was created, and any comments. The   |
|    |                       | Doc Block tool is also on the draw      |
|    |                       | toolbar.                                |
|    |                       |                                         |
|    |                       | ![](media/ima                           |
|    |                       | ge28.jpeg){width="3.2083333333333335in" |
|    |                       | height="1.65625in"}                     |
+----+-----------------------+-----------------------------------------+
|    |                       | ![](media/im                            |
|    |                       | age29.jpeg){width="4.083333333333333in" |
|    |                       | height="3.3541666666666665in"}          |
+----+-----------------------+-----------------------------------------+
| 10 | Right-click in an     | ![](media/im                            |
|    | open area of the      | age30.jpeg){width="4.091666666666667in" |
|    | diagram, and select   | height="3.5597222222222222in"}          |
|    | "Save Diagram" from   |                                         |
|    | the floating menu.    |                                         |
+----+-----------------------+-----------------------------------------+
| 11 | From the menu bar,    | ![](media/im                            |
|    | select "File / Save   | age31.jpeg){width="4.091666666666667in" |
|    | Diagram As"           | height="3.5597222222222222in"}          |
|    |                       |                                         |
|    | Click "Yes" if asked  |                                         |
|    | if you want to save   |                                         |
|    | changes to the        |                                         |
|    | diagram.              |                                         |
|    |                       |                                         |
|    | Name the new diagram  |                                         |
|    | "XXX-Wild Fire        |                                         |
|    | Management -- ToBe"   |                                         |
|    |                       |                                         |
|    | Click on              |                                         |
|    | "BUSIN                |                                         |
|    | ESS-REFERENCE-MODEL". |                                         |
|    |                       |                                         |
|    | Click "OK".           |                                         |
+----+-----------------------+-----------------------------------------+
| 12 | Refresh the window,   | You should see your two diagrams in the |
|    | either by F5 on the   | menu.                                   |
|    | keyboard, or          |                                         |
|    | right-clicking in the | ![](media/ima                           |
|    | Encyclopedia Browser  | ge32.jpeg){width="3.2916666666666665in" |
|    | on                    | height="3.125in"}                       |
|    | "BUSI                 |                                         |
|    | NESS-REFERENCE-MODEL" |                                         |
|    | and selecting         |                                         |
|    | "Refresh" from the    |                                         |
|    | floating menu.        |                                         |
+----+-----------------------+-----------------------------------------+
| 13 | From the menu bar,    |                                         |
|    | select "Window /      |                                         |
|    | Close All" to close   |                                         |
|    | all the diagrams.     |                                         |
+----+-----------------------+-----------------------------------------+

# Create a New Encyclopedia

Creating a new encyclopedia is an administrative function. Your system
administrator will know where and how to create a new encyclopedia. If
you need a new encyclopedia, put in a help ticket.

# Extract From and Merge to an Encyclopedia

Extracting from and merging to an encyclopedia are administrative
functions. Your system administrator will know how to extract and merge.
If you need extracting or merging done, put in a help ticket.

# Create a New Diagram and Copy and Paste Objects from one Diagram to Another

These steps show you how to build a new diagram from an old one and add
symbols to it.

+----+-----------------------+-----------------------------------------+
| ** | **Do this...**        | **Notice this...**                      |
| St |                       |                                         |
| ep |                       |                                         |
| ** |                       |                                         |
+====+=======================+=========================================+
| 1  | In the Encyclopedia   | ![](media/im                            |
|    | Browser, expand       | age33.jpeg){width="4.091666666666667in" |
|    | "Diagrams", then      | height="3.5493055555555557in"}          |
|    | "ORGAN                |                                         |
|    | IZATIONAL-HIERARCHY", |                                         |
|    | then right-click on   |                                         |
|    | "DOI Org Chart" and   |                                         |
|    | select "Open" from    |                                         |
|    | the floating menu.    |                                         |
+----+-----------------------+-----------------------------------------+
| 2  | Right-click on        | ![](media/im                            |
|    | "ORGA                 | age34.jpeg){width="4.091666666666667in" |
|    | NIZATIONAL-HIERARCHY" | height="3.5388888888888888in"}          |
|    | and select "New" from |                                         |
|    | the floating menu.    |                                         |
+----+-----------------------+-----------------------------------------+
| 3  | In the New Diagram    | !                                       |
|    | window, enter "XXX-My | [](media/image35.jpeg){width="3.4375in" |
|    | Org Chart" where XXX  | height="1.4375in"}                      |
|    | is your initials.     |                                         |
|    |                       |                                         |
|    | Click "OK".           |                                         |
+----+-----------------------+-----------------------------------------+
| 4  | Tile the windows      | ![](media/im                            |
|    | (from the menu bar,   | age36.jpeg){width="4.091666666666667in" |
|    | select "Window / Tile | height="1.2784722222222222in"}          |
|    | Horizontally".)       |                                         |
|    |                       |                                         |
|    | If you still have the |                                         |
|    | framework window      |                                         |
|    | open, close it, then  |                                         |
|    | tile the remaining    |                                         |
|    | windows again.        |                                         |
|    |                       |                                         |
|    | Adjust the size of    |                                         |
|    | the diagrams so you   |                                         |
|    | can see the overall   |                                         |
|    | structure.            |                                         |
+----+-----------------------+-----------------------------------------+
| 5  | Select part of the    | The selected symbols are each outlined  |
|    | DOI org chart by      | with little black boxes.                |
|    | drawing a box around  | ![](media/im                            |
|    | it with the cursor    | age37.jpeg){width="4.091666666666667in" |
|    | (drag the cursor      | height="3.5493055555555557in"}          |
|    | diagonally across the |                                         |
|    | area you want the box |                                         |
|    | to cover.)            |                                         |
+----+-----------------------+-----------------------------------------+
| 6  | Copy and paste the    | ![](media/im                            |
|    | section into the      | age38.jpeg){width="4.091666666666667in" |
|    | XXX-My Org Chart      | height="3.5597222222222222in"}          |
|    | window. (You can do   |                                         |
|    | this from the         |                                         |
|    | keyboard with CTRL-C  |                                         |
|    | and CTRL-V, or from   |                                         |
|    | the toolbar with the  |                                         |
|    | Copy and Paste        |                                         |
|    | buttons pointed out   |                                         |
|    | bythe red arrows.)    |                                         |
|    |                       |                                         |
|    | If you get a warning  |                                         |
|    | window about having   |                                         |
|    | selected unconnected  |                                         |
|    | parts of the          |                                         |
|    | hierarchy, just click |                                         |
|    | "OK".                 |                                         |
|    |                       |                                         |
|    | When you paste, it    |                                         |
|    | doesn't put the       |                                         |
|    | symbols in            |                                         |
|    | immediately; it gives |                                         |
|    | you a box the size of |                                         |
|    | your selection, with  |                                         |
|    | the cursor shown as a |                                         |
|    | hand "holding" the    |                                         |
|    | box. Move this box    |                                         |
|    | around to wherever    |                                         |
|    | you want the symbols  |                                         |
|    | to be, then click,    |                                         |
|    | and the symbols will  |                                         |
|    | appear.               |                                         |
+----+-----------------------+-----------------------------------------+
| 7  | Click on the          | ![](media/im                            |
|    | Organization box on   | age39.jpeg){width="4.091666666666667in" |
|    | the toolbar to get    | height="0.8381944444444445in"}          |
|    | the symbol-drawing    |                                         |
|    | pen.                  |                                         |
+----+-----------------------+-----------------------------------------+
| 8  | Connect the new       | !                                       |
|    | symbol to an existing | [](media/image40.jpeg){width="1.6875in" |
|    | symbol, by clicking   | height="1.0in"}                         |
|    | where the red arrow   |                                         |
|    | points, and pulling   |                                         |
|    | the pen downward.     |                                         |
+----+-----------------------+-----------------------------------------+
|    |                       | If you don't start by clicking on an    |
|    |                       | existing symbol, the new symbol will be |
|    |                       | on its own, unconnected to any other.   |
|    |                       | If you click on an existing symbol that |
|    |                       | has already has a symbol attached, the  |
|    |                       | attached symbol will automatically move |
|    |                       | over to make space for the new one.     |
+----+-----------------------+-----------------------------------------+
| 9  | In some situations,   | ![](media/ima                           |
|    | you get the symbol    | ge41.jpeg){width="1.7708333333333333in" |
|    | with the name field   | height="0.8958333333333334in"}          |
|    | selected, in other    |                                         |
|    | situations you get a  | OR                                      |
|    | window for typing the |                                         |
|    | name in. Either way,  | ![](media/im                            |
|    | name the symbol       | age42.jpeg){width="4.091666666666667in" |
|    | "XXX-ABC", where XXX  | height="0.8076388888888889in"}          |
|    | is your initials.     |                                         |
+----+-----------------------+-----------------------------------------+
|    |                       | Your added symbols may be a different   |
|    |                       | color than the turquoise ones shown.    |
+----+-----------------------+-----------------------------------------+
| 10 | In the Model Object   | ![](media/im                            |
|    | window that then      | age43.jpeg){width="4.091666666666667in" |
|    | comes up, just click  | height="3.4368055555555554in"}          |
|    | "OK"; no need to add  |                                         |
|    | more information at   |                                         |
|    | this point.           |                                         |
+----+-----------------------+-----------------------------------------+
| 11 | Make some more new    | ![](media/im                            |
|    | symbols the same way, | age44.jpeg){width="4.091666666666667in" |
|    | and name them         | height="1.8in"}                         |
|    |                       |                                         |
|    | "XXX-DEF",            |                                         |
|    |                       |                                         |
|    | "XXX-GHI",            |                                         |
|    |                       |                                         |
|    | "XXX-JKL", and        |                                         |
|    |                       |                                         |
|    | "XXX-MNO".            |                                         |
+----+-----------------------+-----------------------------------------+
| 12 | From the menu bar,    | ![](media/im                            |
|    | select "File / Save   | age45.jpeg){width="4.091666666666667in" |
|    | Diagram".             | height="3.5083333333333333in"}          |
|    |                       |                                         |
|    | Close the two diagram |                                         |
|    | windows.              |                                         |
+----+-----------------------+-----------------------------------------+

# Rearrange the Children in a Hierarchical Model

These steps show how to make a diagram easier to read by changing
horizontal layout to vertical layout.

+----+-----------------------+-----------------------------------------+
| ** | **Do this...**        | **Notice this...**                      |
| St |                       |                                         |
| ep |                       |                                         |
| ** |                       |                                         |
+====+=======================+=========================================+
| 1  | In the Encyclopedia   | ![](media/im                            |
|    | Browser, expand       | age46.jpeg){width="4.091666666666667in" |
|    | "Diagrams", then      | height="3.5597222222222222in"}          |
|    | "BUSIN                |                                         |
|    | ESS-REFERENCE-MODEL", |                                         |
|    | then right-click on   |                                         |
|    | "Support Delivery of  |                                         |
|    | Services" and select  |                                         |
|    | "Open" from the       |                                         |
|    | floating menu.        |                                         |
|    |                       |                                         |
|    | If you don't see      |                                         |
|    | "Support Delivery of  |                                         |
|    | Services", open any   |                                         |
|    | diagram under         |                                         |
|    | "BUSI                 |                                         |
|    | NESS-REFERENCE-MODEL" |                                         |
|    | that doesn't look too |                                         |
|    | big. (You can get an  |                                         |
|    | idea of the size from |                                         |
|    | the Browse Detail     |                                         |
|    | window below the      |                                         |
|    | browser.)             |                                         |
+----+-----------------------+-----------------------------------------+
| 2  | Adjust the diagram    |                                         |
|    | size to be big enough |                                         |
|    | to click on           |                                         |
|    | individual symbols    |                                         |
|    | (probably at least    |                                         |
|    | 10% actual size).     |                                         |
+----+-----------------------+-----------------------------------------+
| 3  | Right-click on a      | ![](media/im                            |
|    | symbol that has       | age47.jpeg){width="4.091666666666667in" |
|    | symbols under it and  | height="3.0069444444444446in"}          |
|    | select "Arrange       |                                         |
|    | Children Vertically"  |                                         |
|    | from the floating     |                                         |
|    | menu.                 |                                         |
+----+-----------------------+-----------------------------------------+
| 4  | Do the same for every | Your diagram should go from looking     |
|    | level except the top  | something like the left picture to      |
|    | level.                | something like the right picture.       |
|    |                       |                                         |
|    |                       | ![                                      |
|    |                       | ](media/image48.jpeg){width="2.03125in" |
|    |                       | height="2.21875in"}![                   |
|    |                       | ](media/image49.jpeg){width="2.03125in" |
|    |                       | height="2.21875in"}                     |
+----+-----------------------+-----------------------------------------+
| 5  | Save and close the    | ![](media/im                            |
|    | diagram: from the     | age50.jpeg){width="4.091666666666667in" |
|    | menu bar select "File | height="1.5340277777777778in"}          |
|    | / Save Diagram" and   |                                         |
|    | "Window / Close All". |                                         |
+----+-----------------------+-----------------------------------------+

# Check Out and Check In an Encyclopedia Object

These steps show you how to check out an object and how to know when an
object is checked out.

+----+-----------------------+-----------------------------------------+
| ** | **Do this...**        | **Notice this...**                      |
| St |                       |                                         |
| ep |                       |                                         |
| ** |                       |                                         |
+====+=======================+=========================================+
| 1  | In the Encyclopedia   | ![](media/im                            |
|    | Browser, expand       | age51.jpeg){width="4.091666666666667in" |
|    | "Definitions", then   | height="3.5597222222222222in"}          |
|    | "BUSINESS-AREA", then |                                         |
|    | right-click on "Mode  |                                         |
|    | of Delivery --        |                                         |
|    | Financial Vehicles"   |                                         |
|    | and select "Access    |                                         |
|    | Control" from the     |                                         |
|    | floating menu.        |                                         |
+----+-----------------------+-----------------------------------------+
| 2  | If you get a message  | You should see "Check out" as the only  |
|    | that someone else has | action permitted, in the Access Control |
|    | that definition       | window.                                 |
|    | checked out, select a |                                         |
|    | different definition  |                                         |
|    | under                 |                                         |
|    | "BUSINESS-AREA".      |                                         |
+----+-----------------------+-----------------------------------------+
| 3  | Make sure the         | ![](media/ima                           |
|    | Subordinate           | ge52.jpeg){width="3.5416666666666665in" |
|    | definitions box is    | height="1.7708333333333333in"}          |
|    | checked, then click   |                                         |
|    | "OK".                 |                                         |
+----+-----------------------+-----------------------------------------+
| 4  | Close the information | ![](media/im                            |
|    | window that comes up, | age53.jpeg){width="4.091666666666667in" |
|    | when you are done     | height="2.25in"}                        |
|    | reading it.           |                                         |
+----+-----------------------+-----------------------------------------+
| 5  | Refresh the window,   | If you don't refresh the screen after   |
|    | either by F5 on the   | checking out, the screen won't let you  |
|    | keyboard, or by       | check in the definition.                |
|    | right-clicking on a   |                                         |
|    | definition and        | The check beside the definition shows   |
|    | selecting "Refresh"   | that it is checked out.                 |
|    | from the floating     |                                         |
|    | menu.                 | ![](media/im                            |
|    |                       | age54.jpeg){width="4.091666666666667in" |
|    |                       | height="3.6618055555555555in"}          |
+----+-----------------------+-----------------------------------------+
| 6  | Right-click on the    | Notice that now "Check in" is the only  |
|    | checked-out           | action permitted.                       |
|    | definition and select | !                                       |
|    | "Access Control"      | [](media/image55.jpeg){width="3.5625in" |
|    | again from the        | height="1.7916666666666667in"}          |
|    | floating menu.        |                                         |
|    |                       |                                         |
|    | Again make sure the   |                                         |
|    | Subordinate           |                                         |
|    | definitions box is    |                                         |
|    | checked, then click   |                                         |
|    | "OK".                 |                                         |
+----+-----------------------+-----------------------------------------+
| 7  | Again close the       | ![](media/im                            |
|    | information window    | age56.jpeg){width="4.091666666666667in" |
|    | that comes up, when   | height="2.2395833333333335in"}          |
|    | you are done reading  |                                         |
|    | it.                   |                                         |
+----+-----------------------+-----------------------------------------+
| 8  | Refresh the window    | The checkmark beside the definition     |
|    | again.                | should disappear. You have now checked  |
|    |                       | the definition out and in.              |
+----+-----------------------+-----------------------------------------+

# Work with a Matrix

These steps show you how to use the Matrix Editor in mapping activities
to systems.

+----+-----------------------+-----------------------------------------+
| ** | **Do this...**        | **Notice this...**                      |
| St |                       |                                         |
| ep |                       |                                         |
| ** |                       |                                         |
+====+=======================+=========================================+
| 1  | From the menu bar,    | ![](media/im                            |
|    | select "View / Matrix | age57.jpeg){width="4.091666666666667in" |
|    | Browser".             | height="3.5694444444444446in"}          |
|    |                       |                                         |
|    | In the Matrix browser |                                         |
|    | that appears, click   |                                         |
|    | on the DOI Matrices   |                                         |
|    | tab.                  |                                         |
+----+-----------------------+-----------------------------------------+
| 2  | Double-click on       | ![](media/im                            |
|    | "04_Function Activity | age58.jpeg){width="4.091666666666667in" |
|    | to Sub-System".       | height="3.5388888888888888in"}          |
+----+-----------------------+-----------------------------------------+
| 3  | Click "Next" on the   | ![](media/im                            |
|    | Specify Filters       | age59.jpeg){width="4.091666666666667in" |
|    | screen that appears.  | height="3.3444444444444446in"}          |
+----+-----------------------+-----------------------------------------+
| 4  | Click "Finish" on the | ![](media/im                            |
|    | Choose Matrix         | age60.jpeg){width="4.091666666666667in" |
|    | Contents window.      | height="3.3854166666666665in"}          |
+----+-----------------------+-----------------------------------------+
|    |                       | Be patient---it may take several        |
|    |                       | minutes for the Matrix Editor to load   |
|    |                       | the matrices.                           |
+----+-----------------------+-----------------------------------------+
| 5  | Scroll down (it may   | ![](media/im                            |
|    | be a long way!) in    | age61.jpeg){width="4.091666666666667in" |
|    | the Matrix Editor     | height="2.8229166666666665in"}          |
|    | window until you see  |                                         |
|    | some X's.             |                                         |
+----+-----------------------+-----------------------------------------+
| 6  | Right-click on a row  | ![](media/im                            |
|    | that has an X, and    | age62.jpeg){width="4.091666666666667in" |
|    | select "Modify Row    | height="2.8430555555555554in"}          |
|    | Definition" from the  |                                         |
|    | floating menu.        |                                         |
+----+-----------------------+-----------------------------------------+
| 7  | Click on the          | ![](media/im                            |
|    | "Relationships" tab   | age63.jpeg){width="4.091666666666667in" |
|    | of the Dictionary     | height="3.722916666666667in"}           |
|    | Object window that    |                                         |
|    | comes up.             |                                         |
|    |                       |                                         |
|    | Notice the name shown |                                         |
|    | in the Sub Systems    |                                         |
|    | box. This is the      |                                         |
|    | column that the X     |                                         |
|    | shows intersecting    |                                         |
|    | with the row you      |                                         |
|    | picked.               |                                         |
|    |                       |                                         |
|    | When you finish       |                                         |
|    | looking at the        |                                         |
|    | Dictionary Object     |                                         |
|    | window, click         |                                         |
|    | "Cancel" to return to |                                         |
|    | the matrix.           |                                         |
+----+-----------------------+-----------------------------------------+
| 8  | From the Matrix       | ![](media/ima                           |
|    | Editor menu bar,      | ge64.jpeg){width="3.7708333333333335in" |
|    | select "Matrix / Save | height="2.2708333333333335in"}          |
|    | As" to save the       |                                         |
|    | matrix.               |                                         |
+----+-----------------------+-----------------------------------------+
| 9  | Open the O drive (the | ![](media/im                            |
|    | one that says         | age65.jpeg){width="4.091666666666667in" |
|    | something like "xxx   | height="2.9555555555555557in"}          |
|    | on                    |                                         |
|    | 'Ibcde                |                                         |
|    | npsadb\\Data\\Output' |                                         |
|    | (O)"                  |                                         |
|    |                       |                                         |
|    | Save the matrix on    |                                         |
|    | this drive, with the  |                                         |
|    | name "XXX-BRM Tier to |                                         |
|    | Sub-System", where    |                                         |
|    | XXX is your initials. |                                         |
+----+-----------------------+-----------------------------------------+
| 10 | From the Matrix       | ![](media/im                            |
|    | Browser menu bar,     | age66.jpeg){width="4.091666666666667in" |
|    | select "Matrix /      | height="2.8229166666666665in"}          |
|    | Exit", to close the   |                                         |
|    | browser.              |                                         |
+----+-----------------------+-----------------------------------------+

# Export Data to a CSV File

These steps show you how to export data, and how to find and open the
exported file.

+----+-----------------------+-----------------------------------------+
| ** | **Do this...**        | **Notice this...**                      |
| St |                       |                                         |
| ep |                       |                                         |
| ** |                       |                                         |
+====+=======================+=========================================+
| 1  | From the menu bar,    | ![](media/image67.jpeg){width="3.125in" |
|    | select "Dictionary /  | height="3.6145833333333335in"}          |
|    | Export Definitions".  |                                         |
|    |                       |                                         |
|    | Click on the Browse   |                                         |
|    | button.               |                                         |
+----+-----------------------+-----------------------------------------+
| 2  | Go to the drive       | ![](media/image68.jpeg){width="3.125in" |
|    | marked "Client",      | height="1.875in"}                       |
|    | which is probably     |                                         |
|    | "C\$ on 'Client'      |                                         |
|    | (V:)"                 |                                         |
|    |                       |                                         |
|    | Open (or create) a    |                                         |
|    | folder called "tmp".  |                                         |
|    |                       |                                         |
|    | In the File name box, |                                         |
|    | enter                 |                                         |
|    | "XX                   |                                         |
|    | X_Business_Area.CSV", |                                         |
|    | where XXX is your     |                                         |
|    | initials.             |                                         |
|    |                       |                                         |
|    | Click "Open".         |                                         |
+----+-----------------------+-----------------------------------------+
|    |                       | Entering this address will send the     |
|    |                       | output file to your local machine.      |
+----+-----------------------+-----------------------------------------+
| 3  | In the Definition     | ![](media/image69.jpeg){width="3.125in" |
|    | text box, select      | height="3.6354166666666665in"}          |
|    | "BUSINESS-AREA".      |                                         |
|    |                       |                                         |
|    | Click "OK".           |                                         |
+----+-----------------------+-----------------------------------------+
| 4  | Close the report      | ![](media/im                            |
|    | window that comes up, | age70.jpeg){width="4.091666666666667in" |
|    | when you are done     | height="2.2708333333333335in"}          |
|    | reading it.           |                                         |
+----+-----------------------+-----------------------------------------+
| 5  | Open Excel, and from  | Note that it is a .csv file, not an     |
|    | Excel, open the CSV   | .xls file.                              |
|    | file you just         |                                         |
|    | extracted to your     |                                         |
|    | local machine.        |                                         |
+----+-----------------------+-----------------------------------------+
| 6  | Each line is a        | ![](media/im                            |
|    | definition. On each   | age71.jpeg){width="4.091666666666667in" |
|    | line, change the name | height="1.820138888888889in"}           |
|    | to start with "XXX-", |                                         |
|    | where XXX is your     |                                         |
|    | initials.             |                                         |
+----+-----------------------+-----------------------------------------+
| 7  | Save the file and     | Make sure you are saving it as a .csv   |
|    | close it.             | file, not a .xls file. The name should  |
|    |                       | not change.                             |
+----+-----------------------+-----------------------------------------+

# Import Definitions from a File into the SA Encyclopedia

These steps show you how to bring data into DEAR from an external file.
On production encyclopedias, be sure to back up the encyclopedia before
importing. For this exercise, however, a backup is not necessary.

+----+-----------------------+-----------------------------------------+
| ** | **Do this...**        | **Notice this...**                      |
| St |                       |                                         |
| ep |                       |                                         |
| ** |                       |                                         |
+====+=======================+=========================================+
| 1  | From the menu bar,    | ![](media/image72.jpeg){width="3.125in" |
|    | select "Dictionary /  | height="3.5833333333333335in"}          |
|    | Import Definitions".  |                                         |
|    |                       |                                         |
|    | Click on the Browse   |                                         |
|    | button.               |                                         |
+----+-----------------------+-----------------------------------------+
| 2  | Find the file you     | ![](media/image73.jpeg){width="3.125in" |
|    | made in the previous  | height="3.6666666666666665in"}          |
|    | exercise, named       |                                         |
|    | "XX                   |                                         |
|    | X_Business_Area.CSV", |                                         |
|    | where XXX is your     |                                         |
|    | initials.             |                                         |
|    |                       |                                         |
|    | In the Definition     |                                         |
|    | text box, select      |                                         |
|    | "BUSINESS-AREA".      |                                         |
|    |                       |                                         |
|    | Make sure the         |                                         |
|    | Collision option box  |                                         |
|    | shows "Never replace  |                                         |
|    | existing definition". |                                         |
|    |                       |                                         |
|    | Click "OK".           |                                         |
+----+-----------------------+-----------------------------------------+
| 3  | The report window     | ![](media/im                            |
|    | that comes up should  | age74.jpeg){width="4.091666666666667in" |
|    | look similar to this. | height="2.035416666666667in"}           |
|    | Close it when you are |                                         |
|    | done reading it.      |                                         |
+----+-----------------------+-----------------------------------------+
| 4  | In the Encyclopedia   | ![](media/im                            |
|    | Browser, expand       | age75.jpeg){width="4.091666666666667in" |
|    | "Definitions", then   | height="3.5902777777777777in"}          |
|    | "BUSINESS-AREA", and  |                                         |
|    | check that the        |                                         |
|    | definitions you just  |                                         |
|    | imported are there.   |                                         |
+----+-----------------------+-----------------------------------------+

##### Document Abstract {#document-abstract .unnumbered}

+-----------+------------+------------------------------+----------+---+
| FEAF      | Ar         | Contract Number:             | N        |   |
| Area:     | chitecture |                              | BD020221 |   |
|           | Management | Task number:                 |          |   |
| Subject   |            |                              | 8        |   |
| Function  | 1230       |                              |          |   |
| Code:     |            |                              |          |   |
+-----------+------------+------------------------------+----------+---+
| This is   |            |                              |          |   |
| an        |            |                              |          |   |
| advanced  |            |                              |          |   |
| guide to  |            |                              |          |   |
| using     |            |                              |          |   |
| DEAR. The |            |                              |          |   |
| guide is  |            |                              |          |   |
| for use   |            |                              |          |   |
| at the    |            |                              |          |   |
| bureau    |            |                              |          |   |
| and the   |            |                              |          |   |
| d         |            |                              |          |   |
| epartment |            |                              |          |   |
| level..   |            |                              |          |   |
+-----------+------------+------------------------------+----------+---+

**Revision History**

  ---------- ----------- ------------ ---------------------- ----------------------
  **Doc      **Content   **Author**   **Description of       **Filename/lineage**
  Status**   as of                    edit**                 
             Date**                                          

                                                             
  ---------- ----------- ------------ ---------------------- ----------------------