Enterprise Architect
User Guide Series

Tutorial

Author: Sparx Systems
Date: 25/11/2016
Version: 1.0

CREATED WITH

Table of Contents
Tutorial
StartupCreate a Project
Add a View to your Model
Add New Packages
Create a New Diagram
Create New Elements on a Diagram
Add Connectors
Modify Properties
Save Changes
Move Objects AroundMove Objects Within a Package
Move Objects Between Packages
Move Elements in a Diagram
Move Elements Between Diagrams
Connect a Different Element on a Diagram
Delete a Connector
Delete an Element
Remove Elements From a Diagram
Delete Elements From Your Model

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Tutorial

Welcome to Enterprise Architect!
This quick-start tutorial helps you get up to speed with Enterprise Architect.
As you read through this tutorial, it is recommended that you have Enterprise Architect open so that you can try out thetasks described. By the end you should be able to begin modeling your own business/software projects with EnterpriseArchitect.
Throughout the descriptions there are hyperlinks to more detailed information on a range of topics.

Basic Tasks
Task
Creating a new project
Adding Views to your model
Adding Packages to your model
Adding diagrams
Adding elements to your model Packages
Creating links between model elements
Refining the model(c) Sparx Systems 2015 - 2016

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Startup
When you install Enterprise Architect on your system, two items are created:··

An Enterprise Architect icon on your Windows desktop
A new program folder called Enterprise Architect <version number> in your Windows 'Start > All Programs' menu;
this folder contains the execution option Enterprise Architect

You can start Enterprise Architect by clicking on either of these objects. After a short pause, the Start Page displays,
from which you can:

·
·
·
·
·
·

Open a project file (.eap file or .feap file)
Create a new project (.eap file or .feap file)
Connect to a DBMS repository (Corporate and extended editions)
Connect to a project via the Cloud (Corporate and extended editions)
Return directly to one of the projects you most recently opened
Open one of nine Portals to a set of facilities that support an area of work in Enterprise Architect

Notes
·

If you changed the default system folder name during installation, the Enterprise Architect<version number> folder
in the All Programs menu will have the name you provided·

By default, when you install Enterprise Architect, an empty 'starter' project called EABase.eap is installed, as well as
an example project named EAExample.eap; we recommend that new users select the EAExample file and explore it
in some detail while you become familiar with UML and software engineering using Enterprise Architect·Enterprise Architect .eap files default to use JET 3.5 as the database engine, which does not support unicodecharacter sets·

If you want to use unicode character sets (for example, to provide user interface texts in languages other than your
Windows-defined native language), you must either upsize to a DBMS repository or set JET 4.0 as the databaseengine; resetting the database engine ensures compatibility with .eap files that support unicode character sets andthat are in turn compatible with versions of MS Access later than Access 97·

If your .eap project is not in a Jet 4.0 database, you should also download a copy of the Jet 4.0 EABase model fromthe Sparx Systems website, and do an EAP to EAP transfer of your model into the Jet 4.0 file(c) Sparx Systems 2015 - 2016

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Create a ProjectA project is a single file or repository-based store for one or more models.

···The first step in getting started with Enterprise Architect is to either open an existing project, or create a new one··

You can re-open your project at any time by double-clicking on it in a file browser

In this example we create a new file-based project and add a template-based model to kick-start our modeling
Once your new project has been created it will have a simple Use Case model added for you to explore and tailor toyour requirements
It should also appear in the Recent list on the Start Page

Create a New Project
Step

Description

1

Start Enterprise Architect.
Result: The 'Open Project' dialog displays.
(If the dialog does not appear, press Ctrl+O to invoke it.)2

Click the drop-down arrow at the right of the Local File button, and click on the 'New Project' option.

Result: The standard Windows file browser dialog displays.
File-based Enterprise Architect projects are named with a .eap extension.
You can also create projects on Firebird by clicking on the drop-down arrow in the 'Save as type' field andselecting the '*.feap' option.
3

Locate a suitable folder for your project and, in the 'File name' field, type in a distinctive name.
Click on the Save button to continue.
Result: Enterprise Architect creates a new project file and places it in the specified location.
The project is then opened automatically. The Project Browser window displays with the 'Model' icon at
the top, and the Model Wizard screen also displays.

4

In the left hand column click on '1. Core Modeling', and in the right hand column, in the 'UML 2' section,
click on the 'Use Case' checkbox.

Click on the OK button.
Result: The Model Wizard automatically creates a new Use Case model for you, with an initial diagram,some notes and default elements to help get you started.
At this stage all your changes have been saved to file and do not require further action.

(c) Sparx Systems 2015 - 2016

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Add a View to your Model
A View is a top level Package within a model. It can be categorized by purpose, such as Use Case View, Component
View or Deployment View, the purpose being indicated using different icon types. Views are used to contain Packages,
diagrams and elements - the building blocks of your model.

Add a View
Step

Instruction

1

In the Project Browser, right-click on the 'Model' icon (the model root node) and select the 'Add | Add
View' option.
The 'Create New View' dialog displays.

2

In the 'Name' field, type an appropriate name for the new View.

3

Click on the appropriate radio button to select an icon for the View (we suggest Simple).

4

Click on the OK button.
The 'Create New View' dialog closes.
The new View is created as a child of the Model root node.

Notes
·

There are six types of View, which represent conventional ways of categorizing the purpose of a Model View; theseViews represent different structural or behavioral aspects of the same model(c) Sparx Systems 2015 - 2016

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Add New Packages
A Package is a container of model elements, and is represented in the Project Browser as a 'folder' icon.

··

A Package holds the model building blocks, such as diagrams, elements and other Packages
To begin developing your model, you create an initial Package to hold your first diagrams and model structures

AccessThere are numerous ways in which you can add a Package to your model. Start by selecting the parent Package (or View
or Root node) in the Project Browser.
Then choose any of the methods outlined here.
RibbonDesign > Package > NewContext Menu

Right-click on parent Package | Add a Package

Keyboard Shortcuts

Ctrl+W

Other

Project Browser caption bar menu | New Package

Add a Package to your modelOn the 'New Package' dialog, complete the fields as instructed.
Field/Option/Button

Instruction

Owner

Displays the name of the currently-selected Package or View, to which you areadding the new Package.
If this is not the required owner Package, click on thecorrect Package.

button and select the

Name

Defaults to Package1. Overtype this with the name of the new Package.

Select and Apply Model
Pattern

Click on this radio button to create the new Package from a Model Pattern.

Create diagram

Click on this radio button if you want to immediately create a child diagram for the
Package.

Package Only

Click on this radio button if you want to just create a Package.

OK

Click on this button to create the Package in the Project Browser.
If you selected the 'Select and Apply Model Pattern' radio button, the Model Wizard
screen displays. Select the appropriate Technology and select the checkbox against
the Model Pattern (in the 'Name' panel) to import. Click on the OK button.
If you selected the 'Create diagram' radio button, the 'New Diagram' dialog
displays. Type in a name for the diagram and click on the appropriate Technology(c) Sparx Systems 2015 - 2016

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(in the 'Select From' panel) and diagram type. Click on the OK button.
The new Package is inserted into the Project Browser under the selected parent
Package or View.

Cancel(c) Sparx Systems 2015 - 2016

Click on this button to abort the changes you have made and close the dialog.

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Create a New Diagram
A diagram is a visual representation of the elements of your model and:··

Their attributes and characteristics
How they are connected and/or interact with each other

Different diagram types show different aspects of the model and the relationships between elements.

Add new diagrams to your model
Step

Action1

Click on a Package or View in the Project Browser, then either:

·
·
·
·

Click on the Project Browser header bar and select the 'New Diagram' menu option, or
Press Ctrl+Insert, or
Select the 'Design > Diagram > New' ribbon option, orRight-click on the Package or View and select the 'Add Diagram' option

The 'New Diagram' dialog displays.
2Enterprise Architect provides a default diagram name that is the same as the parent Package name.
Overtype this with your preferred diagram name, if necessary.

3

Click on a Technology type in the Select From pane.
The list of available diagram types in the right hand pane is updated according to your selection.

4

Click on the type of diagram to add from the 'Diagram Types' pane.
A description of the selected diagram type displays in the field underneath this pane.

5

Click on the OK button.

···

The 'New Diagram' dialog closes
A new diagram is created as a child of the currently selected Package
The new diagram is opened in the Diagram View, ready for editing

Notes
·

When you create a Package, if you leave the 'Automatically add new Diagram' option selected, the 'New Diagram'dialog displays automatically(c) Sparx Systems 2015 - 2016

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Create New Elements on a Diagram
Models are constructed from elements, each of which has its own meaning, rules and notation. Generally, when you
create a new element in your model, you want to use that element on a diagram. The simplest way to do this is to create
the element directly on the diagram. In this procedure, we will use a Requirement element as the example.

Create a new element on a diagram in your model
Step

Action1

Display the Diagram Toolbox; either:··2

Select Diagram | Toolbox, or
Press Alt+5

Display the diagram on which the elements are to be created, in the Diagram View.
To open the diagram, double-click on the diagram name in the Project Browser.
The diagram opens and the Toolbox is updated to display the categories of elements and relationships thatare applicable to that type of diagram.
In this example, we must change this to the Custom toolbox. Click on the More tools button, and then on
Extended | Custom.

3

Click on the appropriate icon in the Toolbox to select the type of element to create (in this example, theRequirement element).
The element type is highlighted in the Toolbox.

4

Click on the diagram at the location where you want to place the element.

The new element is created as a child of the Package that contains the diagram, and is placed onto thediagram at the cursor position.
The element 'Properties' dialog displays.

(c) Sparx Systems 2015 - 2016

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5

Use the 'Properties' dialog to define the element properties that you want.

6

Click on the OK button.
The 'Properties' dialog closes.

Notes
·
·

You can also drag or paste existing elements onto a diagram from the Project Browser
If you are creating several elements of one type, after creating the first just press Shift+F3 or Ctrl+click to create thenext element of that type(c) Sparx Systems 2015 - 2016

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Add Connectors
Connectors define specific relationships between specific elements, so you usually create them directly on the diagram
by dragging the required relationship type from the Diagram Toolbox. As for elements, the Toolbox automaticallypresents the connector or relationship types appropriate to the type of diagram.

Define a relationship between two model elements on a diagram
Step

Action1

Display the Diagram Toolbox; either:··2

Select 'Diagram | Toolbox' or
Press Alt+5

Open the diagram containing the elements to be connected, in the Diagram View (double-click on the
diagram name in the Project Browser).
The selected diagram opens and the Toolbox is updated to display the categories of elements andrelationships that are applicable to that diagram type.

3

Click on the required connector in the Toolbox to select the type of connector to draw.
The connector type is highlighted in the Toolbox.

4

Click on the source element in the relationship, then drag across to the target element.
The selected connector is drawn between the two elements.
The connector 'Properties' dialog displays.

5

Use the 'Properties' dialog to define the characteristics of the connector as required.

6

Click on the OK button.
The 'Properties' dialog closes.

Notes
·

If you are creating several connectors of one type, after creating the first just click on the appropriate source element
and press F3 to create the next connector of that type·As you drag a connector, you can press Shift to create a bend in the connector; if necessary, you can put several
bends in the connector line, pressing Shift every time you want to change direction·

To roll back the bends, keep holding the left mouse button down and press the Backspace key as many times as isnecessary·

To find out more about the type of connector you have dragged on to a diagram, right-click on the connector andselect the 'UML Help' option, which displays a Help page on the connector type(c) Sparx Systems 2015 - 2016

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Modify Properties
When you create an element and connect it to another element, you usually have to define various characteristics of boththe element and the connector to identify the purpose and function they represent. You do this using a 'Properties' dialog.
When you create elements, Enterprise Architect automatically names and numbers them by type - for example, Class1,
Class2 - so you should at least change the 'Name' field to more easily identify each element. Enterprise Architect does
not automatically name connectors, but for many connector types you should provide a name that describes the purposeof the connection.

Modify the characteristics of a model element or connector
Step

Action1

Either:···Double-click on an element or connector in the diagram
Right-click an element in the Project Browser and select the 'Properties' option, orRight-click an element or connector in a diagram and select the 'Properties' option

The appropriate 'Properties' dialog displays.
2

Modify the element or connector characteristics as required.

3

Click on the OK button.
The 'Properties' dialog closes.
The modifications are saved; the diagrams that contain the element or connector are updated as necessary,as is the Project Browser.

Notes
·

Enterprise Architect is initially configured to display the 'Properties' dialog automatically when you create anelement or connector, but it is easy (and often convenient) to turn the dialog display off·

If the default display has been turned off, you can display the 'Properties' dialog by any of the methods listed in thetable(c) Sparx Systems 2015 - 2016

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Save Changes
Throughout much of your work in Enterprise Architect, any changes you make are automatically saved when you closethe dialog (data entry window) on which you made the changes. In some cases the dialog contains a Save button or
Apply button, which you can click on to save your changes and then keep working on the dialog.

If there is no specific dialog, such as when you create a diagram, you can save yourwork by···

Clicking on the Save icon in the Diagram toolbar ()

Pressing the Ctrl+S keyboard keys, orSelecting the 'Diagram | Save' menu option

Often, Enterprise Architect does not let you close a screen without confirming that you want to save or discard yourchanges. You can also save your diagram changes automatically, by selecting the 'Auto Save Changes' checkbox on the'Diagram Behavior' page of the 'Preferences' dialog.

(c) Sparx Systems 2015 - 2016

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Move Objects AroundYou have created a project containing Packages, diagrams and elements, and you have connected the elements.
How do you change where things are?

Move diagrams, elements and connectors
Task
Change the Project Browser list order - re-arrange the order of items in the Project Browser
Move elements between Packages - move diagrams, elements and child Packages from one parent Package toanotherMove elements on a diagram - re-arrange the position of diagram elements
Move elements between diagrams - cut an element from one diagram and paste it onto anotherMove connectors on a diagram - re-link a source element to a different target element(c) Sparx Systems 2015 - 2016

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Move Objects Within a Package
In the Project Browser, the contents of a Package are listed in the order: diagrams, child Packages, elements.

···

Elements are further arranged in order of type (but see Notes)
Within a type, components are initially listed in alphabetical or numerical order
You can change the order in which items are listed within their groups

Adjust the order in which items are listed in the Project Browser
Step
1

ActionClick on an item in the Project Browser, then click onorin the toolbar at the top of the window.

The selected item is moved up or down in the Project Browser accordingly, but remains within its
particular group of items.
2

To revert to listing components in alphabetical order, in the Project Browser right-click on the Package
and select the 'Contents | Reset Sort Order' option.

Notes
·

You can re-arrange elements in your preferred sequence regardless of type, by selecting the 'Allow Free Sorting'checkbox on the 'General' page of the 'Preferences' dialog(c) Sparx Systems 2015 - 2016

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Move Objects Between Packages
When creating the various diagrams, elements and Packages that make up your model, at some point you might create
one of these objects under the wrong parent Package. It is quite simple to relocate a model object from one Package toanother, either to a higher level Package, a lower level Package or a different Package at the same level.

Move objects between Packages
Step

Action1

In the Project Browser, click and drag the model item to be relocated from its existing position, and drop
it onto the new parent Package.
The dragged item and all of its child items are relocated to the target Package.

Notes
·
·

Moving elements in the Project Browser does not affect the use of elements in diagrams··

Moving a diagram generally does not affect the location of elements in Packages

Moving an element or Package has no effect on any relationships that the element, Package, or elements within the
Package have
However, elements of certain types, such as Initial Node, Decision and Final Node, are used only within one
diagram and have no meaning outside that diagram; if you move a diagram containing these elements, they are
moved to the new parent Package with the diagram(c) Sparx Systems 2015 - 2016

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Move Elements in a Diagram
To improve the understanding of a diagram or to simply improve the presentation, you might want to adjust the positionof the elements on your diagram.

For coarse adjustments
Step

Action1

Click on a diagram element and drag it to its new position.

For fine adjustments
Step

Action1

Click on a diagram element to select it.

2

While holding down the Shift key, press the keyboard arrow keys to move the selected element one pixel
at a time in the direction of the arrow.

(c) Sparx Systems 2015 - 2016

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Move Elements Between Diagrams
If an element is present in one diagram but not in another, you can simply move or copy the element from one diagram
into the other.

Move elements from one diagram to another
Step

Action1

In the Project Browser, double-click on the name of the diagram that contains the element to be moved.
The diagram opens in the Diagram View.

2

Click on the element in the diagram to select it.

3

Either:··Click on the Cut button in the Default Tools toolbar, or
Press Ctrl+X

The selected element is copied to the clipboard.
However, the element remains visible on the current diagram until the clipboard content is pasted onto a
different diagram.
The model element itself is not affected in any way.
4

In the Project Browser, double-click on the name of the diagram into which the element is to be moved.
The diagram opens in the Diagram View.

5

Either:··Click on the Paste button in the Default Tools toolbar, or
Press Ctrl+V or Shift+Insert

The element is pasted from the clipboard onto the current diagram and removed from the original (source)
diagram.
Again, the model element itself is not affected in any way.

Copy elements from one diagram to another
Step

Action1

In the Project Browser, double-click on the name of the diagram that contains the element to be moved.
The diagram opens in the Diagram View.

2

Click on the element in the diagram to select it.

3

Either:··Click on the Copy button in the Default Tools toolbar, or
Press Ctrl+C(c) Sparx Systems 2015 - 2016

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The selected element is copied to the clipboard.
Neither the current diagram, nor the model element itself are affected in any way.
4

In the Project Browser, double-click on the name of the diagram into which the element is to be copied.
The diagram opens in the Diagram View.

5

Either:··Click on the Paste button in the Default Tools toolbar, or
Press Ctrl+V or Shift+Insert

The element is pasted from the clipboard onto the current diagram.
Again, neither the source diagram nor the model element itself are affected in any way.

Notes
·
·
·

By selecting more than one element at a time, you can move or copy multiple elements in the same operation
You can remove an element from a diagram by selecting it, then pressing the Delete key
You can also place an element onto an open diagram by locating the element in the Project Browser, then dragging it
onto the diagram(c) Sparx Systems 2015 - 2016

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Connect a Different Element on a Diagram
When creating connectors in your diagrams, at some point you might connect the wrong pair of elements. EnterpriseArchitect provides a simple method to help you to move the end of a connector from one element to another; that is:··

Change the source element of a connector from the current element to another, or
Change the target element of a connector from the current element to another

Change a connected element
Step

Action1

In the diagram, click on the connector to select it.
The connector is highlighted with 'handles' at each connector end.

2

Move the cursor over the 'handle' at the end of the connector to reconnect.
The cursor changes to a small arrow pointing upwards to the right.

3

Click and drag the connector end to the other element to connect to.
When you release the mouse button, the connector breaks from the original element and reconnects to the
new element.

Notes
·

You can also tidy up a connection by dragging the end of the connector to a better position on the edge of theelement, or move both ends at once by dragging the middle of the connector(c) Sparx Systems 2015 - 2016

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Delete a Connector
It is possible to hide a connector on a diagram, or to delete it entirely from the model, removing the relationship between
the previously connected elements.
Displaying all of the connectors on a complex diagram can make the diagram somewhat confused, so it can be useful tohide some of the connectors, to clarify a specific aspect of a more complex picture.

Hide or remove a connector between two elements
Step

Action1

Open the diagram containing the connector of interest.
Either:··2

Double-click on the diagram name in the Project Browser, or
Make an already open diagram the 'active' diagram, by clicking on its tab in the Diagram View

Click on the connector in the diagram to select it.
The selected connector is highlighted in the diagram.

3

Either:···Press Ctrl+Delete
Right-click on the connector and select the 'Delete Connector' option, or
Press the Delete key

If you press Ctrl+Delete, a dialog displays prompting you to confirm that you want to delete the connector(and the relationship it describes) from the model.
Otherwise, the 'Remove Connector' dialog displays.
4

On the 'Remove Connector' dialog, choose one of the options:··

Hide the connector or
Delete the connector from the model'Hide the connector' obscures the connector on the current diagram; you cannot see it but the relationshipbetween the two elements still exists and is shown on other diagrams containing the two elements
together, and on all reports of connectors between the elements.
'Delete the Connector from Model' removes the relationship that exists between the two elements; theconnector is removed from the current diagram, from all other diagrams on which it is shown, and fromall reports on connectors between the two elements.
5

Optionally, tick the checkbox 'Don't ask again'.
Selecting this option prevents the 'Remove Connector' dialog from being displayed next time you selectthe 'Delete Connector' command; the command uses the setting you last used on the dialog.
Make sure that you have selected the right option to use as your default.

6

Click on the OK button.
The connector disappears from the diagram.
If you selected Delete the connector from the model, the relationship represented by the connector is alsodeleted from your model.

(c) Sparx Systems 2015 - 2016

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Notes
·
·

You cannot select multiple connectors - it is only possible to select one connector at a time·

Selecting the 'Hide the connector' option in the 'Remove Connector' dialog has the same effect as hiding theconnector on the 'Links' tab of the source element 'Properties' dialog, or using the 'Visibility | Hide Connector'
context menu option

If you select the 'Don't ask again' checkbox on the 'Remove Connector' dialog, you can reset this option on the'Links' page of the 'Preferences' dialog ('Start > Workspace > Preferences > Links')(c) Sparx Systems 2015 - 2016

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Delete an Element
You can delete the elements of a model from a diagram or from the Project Browser.

Delete an element
Options
Remove elements from a diagram: this is essentially 'hiding' the element in that particular view of the model.
Delete elements from a model - the element, its properties and any child elements or diagrams it has are all deleted;the element is removed from all diagrams on which it appears.

(c) Sparx Systems 2015 - 2016

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Remove Elements From a Diagram
Removing an element from a diagram does not delete the element from the model and therefore does not alter the
structure of the underlying model. When you remove an element from a diagram, you are essentially 'hiding' the elementin that particular view of the model.

Remove elements from a diagram
Step

Action1

Open the diagram that is to be modified.
Either:··2

Double-click on the diagram name in the Project Browser, or
Make an already open diagram the 'active' diagram, by clicking on its tab in the Diagram View

Either:··Press Ctrl+A to select all of the elements in the diagram, or
Click on an element in the diagram to select it (and use Ctrl+click to add further elements to yourselection, or to remove elements from the selection)

The selected elements are highlighted in the diagram.
3

Either:···Press the Delete key, or
Press Ctrl+D, orRight-click a selected element and select the 'Delete <element name>' or 'Delete Selected Elements'
optionThe selected elements are removed from the diagram.

Notes
You can 'undo' the removal of a diagram element, by pressing Ctrl+Z, or by clicking the Undo button in the Default
Tools toolbar(c) Sparx Systems 2015 - 2016

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Delete Elements From Your Model
You can delete elements from your model, working either from the Project Browser or from a diagram.

·

When you delete an element from your model, the element, its properties and any child elements or diagrams it
contains are all deleted.

··

The deleted element is removed from all diagrams on which it appears
All relationships that it was involved in are also deleted from the model

Delete one or more items from your model using the Project Browser
Step

Action1

In the Project Browser, click on an item to select it.
To select additional items, or to remove items from the selection, use Ctrl+click or Shift+click.
The selected items are highlighted in the Project Browser.

2

Either:··Press Ctrl+Delete or
Right-click on one of the selected elements, then select the 'Delete selected item(s)' option

A confirmation dialog displays.
3

Click on the Yes button.
The selected items are deleted from your model.

Delete one or more items from your model using a diagram
Step

Action1

To open the diagram containing the items to be deleted from your model, either:··2

Double-click on the diagram name in the Project Browser, or
Make an already open diagram the 'active' diagram, by clicking on its tab in the Diagram View

Either:··Press Ctrl+A to select all of the elements in the diagram, or
Click on an element in the diagram to select it, then use Ctrl+click to add or remove specific elements
to and from the selection

The selected elements are highlighted in the diagram.
3

Press Ctrl+Delete.
A confirmation dialog displays.

4

Click on the Yes button.
The selected elements are removed from the model.

(c) Sparx Systems 2015 - 2016

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Notes
·

Deleting a Package completely removes the Package and all its contents - diagrams, child Packages and elements from the model·

Deleting an element completely removes the element and its properties, connectors, child elements and childdiagrams from the model, and from every diagram that contains it·

Deleting a diagram completely removes the diagram from the model, but not the diagram's component elements;
they remain in the parent Package(c) Sparx Systems 2015 - 2016

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