User Manual

This user manual describes an EA Infoport from user point of view. Includes description of application features. The screen shots can slightly differs depends on particular application version.

Login to the app

This chapter describes the options for logging into EaInfoportT3. The portal supports several login methods, which are described in the following chapters. Login can be manual (for example, using a user account or a visitor account) or automatic (in the background), using Active Directory. A user can log in to the application using their login credentials, or as a visitor (the visitor function will be described later in this manual).

Login to the app

Login with a user account

Log in.png

In order for a user to log in with a user account (i.e., a username and password), the user must first be set up with an account by the portal administrator, or by the administrator of the individual repositories.

Note that the portal user accounts are separate from the Enterprise Architect repository user accounts.
In other words, a portal user does not have to have an account in the Enterprise Architect repository and vice versa.

If a user wants to log in with his or her account, he or she uses the username and password assigned by the administrator.
He fills in these details in the corresponding fields and presses the login button.

If the user succeeds in logging in, the application home page with the main menu is displayed.

welcome .png

The design of the main user interface may vary depending on the permissions that the user has set.
However, at a minimum, the following items will always be available: 

lista 1.png

The meaning of these items will be explained later in this manual.

Login to the app

Login with Active Directory

In addition to logging in with a username and password, EaInfoportT3 supports login via AD/LDAP.

Attention: If a user logs in incorrectly several times (depending on the domain policy settings), he/she may consequently block access to Windows.

Login to the app

Login with a Visitor Account

Log in.png

Administrators of individual repositories can allow access to their repositories using a Visitor Account.
This technical account does not require a username and password to log in when using it.
The repository administrator can set which data a user can see in the repository and which functionalities to use when logged in under this account. He/she can also turn off this account completely.

The visitor account is, in fact, a shared technical account and as such has some limitations:

Login to the app

Initial login by administrator

Log in.png

The administrator logs in for the first time using the login credentials: 

Username: admin
Password: P@ssw0rd

We recommend changing your password after the first login!

Basic Description of the User Interface

The basic concept of the user interface consists of several basic elements, which will be described in this chapter.

Basic Description of the User Interface

User interface description

Once the user successfully logs in, the following screen will be displayed:

1.png

This screen consists of several sections:

  1. Basic menu – this bar, at the top of the screen, contains access to basic functions. It is usually always displayed and its appearance may change depending on the permissions of the user (both general permissions and permissions on the currently selected repository (see later in this document)).
  2. Main menu – working part. This section of the main menu contains commands that are typically used for the user's normal work. Thus, for example: changing the repository, displaying the contents of the currently selected repository, displaying the publishing module, etc.
  3. Main menu – settings and administration. In this section of the main menu, functionalities are available, which typically relate to user settings, portal administration (according to authorisation), user logout from the portal, etc.
  4. Main area – in this space – information, diagrams and other data are displayed, depending on which command from the main menu was used by the user (and this which functionality was started).
  5. Footer – contains various data, such as portal version, licence type, licence holder, link to the portal manufacturer, etc.

The individual elements of the basic user screen will be further described in this document, within the related functionalities.

Logout of the Application

The user can log out of the application manually or can be logged out automatically due to inactivity.

Logout of the Application

Manual Logout

The user can log out by clicking on the “Logout” button (Depending on the application language setting).
The user will find this button in the right part of the main menu.

logout.png

After logging out, he/she is redirected back to the login screen.

Logout of the Application

Automatic Logout

Automatic logout occurs if the user is idle in the portal for a certain period of time.
This period of time depends on the specific settings of the portal.

automaticke-odhlaseni.png

Management of Own User Account

Users of the portal can adjust the details of their account, set the language in which they want to have the user interface of the portal and other details. The “User Settings” function is used for this purpose. To open the user settings, it is necessary to click on the tab with the user name. After clicking on the tab with the username, the form for editing the profile will be displayed.

Management of Own User Account

User Settings

welcome en.png

After clicking on the tab, the user will see the user settings.
After clicking on the “Profile” tab, a user can change username, email, first name, last name, department and set up an alert subscription summary..

Changes will be saved after filling out the form and then clicking on the “Save” button.

uživatelské nastavení en.png

Management of Own User Account

Selection of Preferred Language

Under the flag, you can choose the language of the application.
You can choose from 2 application languages by clicking on the flag icon:

The choice of language only applies to the translation of the user interface, not to the actual content of the repositories. Changing the language only affects a specific user, i.e., different users may have different UI settings.

language.png

After clicking on the appropriate icon, the changes will be saved immediately.

Management of Own User Account

Changing the Password

In this form, the user has the option to change their password.
At the moment, there are no enforced rules for the new password, neither for the strength of the password nor for its expiration. If such rules need to be enforced, the portal needs to be connected to LDAP / Active Directory, which allows password rules to be enforced.

To change the password, a user clicks on the “Change Password” tab, fills in the old password and then the new one and finally clicks on the “Save” button.

The (portal or repository) administrator can also change passwords for other users.

change password1.png

password.png

Management of Own User Account

Overview of notification subscriptions

The administrator must set up an e-mail server in Configuration Manager to send notification e-mails to users.

If a notification system is set up, then in this section the user can see all their set notifications.

notification.png

Click on the icon button of notification.png to see a Overview of Notification Subscriptions.

přehled notification.png

The user can click on the "Tree" icon or the "ChangeNotificationType" button.

přehled notification11.png

After clicking the "ChangeNotificationType" button, the user is redirected to the "Diagram Subscriber Notification Interval Settings" page where they can check the Name, Type, Login Name and Email to which the notification is sent.

nastavení.png

There are three notification services that alert users of changes to the diagram.

By hovering the cursor over the icons, the user can read what type of notification it is. 

ikonky upozornění.png

You can easily change the notification type either on this page, where you just click the blue icon, or go to the repository of the diagram. 

zelené1.png

The green colour of the icon informs which notification type is on. 
If the user wants to cancel the notification, just click the red icon.

When the user clicks on the "Tree" stromeček 11.png icon, he is redirected to the repository of the diagram.

repo.png

Bookmarks - favorites

EA Infoport supports a bookmarking system. Each user has their own bookmarks (this is actually similar to favorites) and can add selected packages, elements and diagrams from the main tree. This is useful, for example, if the user is working on only one project and doesn't want to keep clicking through the whole repository structure, or just needs to mark elements (diagrams, etc.) to return to in the future.

Bookmarks - favorites

Personal view

To add (diagram, package, element, attribute or operation) you need to click the icon.

favorit icon .png

favorit icon on.png

When clicked, the icon is filled in and this means that the (diagram, package, element, attribute or operation) is added to the "Personal View" section.

use view.png

Glossary

EA Infoport can display the Enterprise Architect repository dictionary (this is standard EA functionality). The dictionary consists of a term, a type (general dictionary, product dictionary, etc.), and its meaning. It is particularly useful for explaining the meaning of abbreviations used. Glossaries can be edited directly in Infoport or in Enterprise Architect. The glossary is displayed as a filterable list. It is therefore possible to search for a certain type of terms or to full-text search for the occurrence of a certain word. In order to create, edit and delete the glossary, the user must be assigned the permission "Portal Administrator, Repository Administrator or Glossary Editor".

Glossary

Creating a Glossary

To create a glossary, a user must be assigned the "Portal Administrator, Repository Administrator, or Glossary Editor" permission.

glossary.png

After clicking on the "Create" button, the user is redirected to the "Create Glossary" table. The table can be filled with the term, type and meaning. 

creeate glossary.png

To create a new type, the user clicks on the "New Type" button. After displaying the table and filling in the type, the user clicks on the "Save" button.

new type.png

After saving, the user is redirected back to the table to create the glossary, where they can see the newly created type by clicking the arrow next to the type.

Snímek obrazovky (15).png

After filling in the term and meaning, the user can create the glossary by clicking on the "Create" button.

create glossary1.png

After creating a glossary, the user is redirected back to the glossary overview table, where the message "Successfully created" is displayed and a row with the new glossary appears. 

vytvořeno glossary.png

Glossary

Edit a Glossary

To edit a glossary, a user must be assigned the "Portal Administrator, Repository Administrator, or Glossary Editor" permission.

edit glossary.png

After clicking on the "Edit" button, the user is redirected to the "Edit Glossary" table. 

edit glossary1.png

The user can change the term, meaning, type, or create a new type by clicking the "New Type" button.

edit dokončen.png

After the change is made, the user clicks on the "Save" button.
The user is redirected back to the glossary overview, where the message "Successfully saved" is displayed and the changes made to the glossary are visible.

succesfully saved edit.png

Glossary

Delete a Glossary

To delete a glossary, a user must be assigned the "Portal Administrator, Repository Administrator, or Glossary Editor" permission.

delete glossary.png

After clicking on the "Delete" button, the user is redirected to the "Edit Glossary" table. 

delete glossary 1.png

After checking the details, the user clicks "Delete" and is then redirected back to the glossary overview, where the message "Successfully deleted" is displayed.

delete glossary succesfullly.png

Full-text Search

The information portal supports full-text searches throughout a model repository. The searched elements/diagrams are displayed in a list that can be filtered or sorted. You can view the detail of the searched elements or find them in the tree.

Full-text Search

Search

search.png

The user can choose whether to use search:

search_0.png

Full-text Search

Simple search

In a basic search, only elements are searched, and only some of their fields typically (name, note, alias, etc.).

The user can also choose whether to search

simple.png

In the "Phrase" field, the user types the element to be searched.
If the user wants an exact match, he checks the "Exact Match" box and/or if he wants case sensitive, he checks the "Case Sensitive" box and clicks the "Search" button. 

simple 2.png

A table is displayed where the user can see "Artifact type, name, type, stereotype, modified and package".

tabulka.png

The user can fill in part or all of the name of the highlighted section to find a specific element more quickly.
After filling in, just use "Enter" and the table will be updated and filtered according to the filled in text.

tabulka_0.png

Each column has arrows in the header next to the name to allow sorting (No. 1)
The arrow next to the "magnifying glass" expands a mini dialog where the user can select the type of filtering condition (No. 2)

tabulka2.png

If the user wants to refresh the filtering table, just click on the blue text "Cancel filter" (No. 3).

tabulka 1.png

"Displayed records" - you can see how many records are searched and how many are displayed.
"Display settings" - you can set how many records are displayed per page (the number of records can be changed with the arrow). According to the displayed records the number of pages changes.

počet.png

"Columns settings" - if the user clicks on columns, a dialog box pops up where he can click on columns he does not want or need to see in the table, the change will take effect immediately after clicking on a certain row. 
The "Close" button closes the dialog box.

sloupečky_0.png

To view a specific artifact, the user can click on that row.

řádek.png

The click redirects the user to the element. The right part shows the artifact detail and the left part shows the artifact marked in the tree.

repo.png

Full-text Search

Advanced search

If the user selects advanced search, elements, diagrams and other elements (attributes, operations, etc.) are searched. All their fields are searched.

The user can also choose whether to search:

advanced_0.png

In the "Phrase" field, the user types the artifact being searched for.
If the user wants an exact match, he checks the "Exact Match" box and/or if he wants case sensitive, he checks the "Case Sensitive" box and clicks the "Search" button. 

advanced 1.png

A table is displayed where the user can see "Artifact type, name, type, stereotype, modified and package".

tabulka_1.png

The user can fill in part or all of the name in the highlighted section to find a specific artifact more quickly.
After filling in, just use "Enter" or use the "magnifying glass" under the field and the table will be updated and filtered according to the filled in text.

tabulka_2.png

Each column has arrows in the header next to the name to allow sorting (No. 1)
The arrow next to the "magnifying glass" expands a mini dialog where the user can select the type of filtering condition (No. 2)

Snímek obrazovky (12).png

If the user wants to refresh the filtering table, just click on the blue text "Cancel filter" (No. 3).

zápatí.png

"Displayed records" - you can see how many records are searched and how many are displayed.
"Display settings" - you can set how many records are displayed per page (the number of records can be changed with the arrow). According to the displayed records the number of pages changes.

počet_1.png

"Columns settings" - if the user clicks on columns, a dialog box pops up where he can click on columns he does not want or need to see in the table, the change will take effect immediately after clicking on a certain row. 
The "Close" button closes the dialog box

sloupečky_1.png

To view a specific artifact, the user can click on that row.

rádek.png

The click redirects the user to the element. The right part shows the artifact detail and the left part shows the artifact marked in the tree.

repo_0.png

Full-text Search

EA Path search

If the user chooses to search by PATH, the element located on the specified path is searched.

path.png

In the "Path to element" field the user types or pastes the copied ea path (it is a sequence of packages and elements separated by a dot) and clicks on the "Search" button. 

path 1.png

The "Search" button redirects the user to the element. The right part shows the artifact detail and the left part shows the artifact marked in the tree.

ea path vyhledáno.png

Full-text Search

GUID search

If the user chooses to search by GUID, elements with the given GUID are searched.

guid.png

The user types or pastes the copied GUID into the "Element Guid" field and clicks the "Search" button. 

guid 1.png

The "Search" button redirects the user to the artifact. The right part shows the artifact detail and the left part shows the artifact marked in the tree.

repo guid.png

Full-text Search

Diagram search

If the user selects diagram search, the title and note of all diagrams are searched.

diagram.png

In the "Phrase" field, the user types the diagram to be searched and clicks the "Search" button.

diagram 1.png

A table is displayed where the user can see "Artifact type, name, type, stereotype, modified and package".

tabulka_3.png

The user can fill in part or all of the name in the highlighted section to find a specific artifact more quickly.
After filling in, just use "Enter" or use the "magnifying glass" under the field and the table will be updated and filtered according to the filled in text.

tabulka 1.png

Each column has arrows in the header next to the name to allow sorting (No. 1)
The arrow next to the "magnifying glass" expands a mini dialog where the user can select the type of filtering condition (No. 2)

Snímek obrazovky (12)_0.png

If the user wants to refresh the filtering table, just click on the blue text "Cancel filter" (No. 3)

tabulka_4.png

"Displayed records" - you can see how many records are searched and how many are displayed.
"Display settings" - you can set how many records are displayed per page (the number of records can be changed with the arrow). According to the displayed records the number of pages changes.

Snímek obrazovky (16).png

"Columns settings" - if the user clicks on columns, a dialog box pops up where he can click on columns he does not want or need to see in the table, the change will take effect immediately after clicking on a certain row. 
The "Close" button closes the dialog box.

Snímek obrazovky (17).png

To view a specific artifact, the user can click on that row.

Snímek obrazovky (18).png

The click redirects the user to the element. The right part shows the artifact detail and the left part shows the artifact marked in the tree.

repo.png

Full-text Search

Recently Discussed Elements

Recently Discussed Elements - days.png

If the user selects "Recently discussed artifacts" and fills in how many recent days they want to see discussed artifacts, a list of artifacts will be displayed.

Recently Discussed Elements.png

The user can click on the "Tree" icon or the "Show Disccution" button.

Recently Discussed Elements1.png

When the user clicks on the "Show Discussion" button, a table with the discussion opens.

Recently Discussed Elements - disccussion.png

Clicking on a line in one of the discussions will expand another line with a response to that comment (if anyone has responded) or display a line with the message "No Replies"

Recently Discussed Elements - disccussion1.png

The user can click on the "Tree" icon stromeček 11.png is redirected to the artifact's repository.

Recently Discussed Elements - tree.png

Full-text Search

Recent Maintenance

Recent Maintenance- search.png

If the user selects "Recent Maintenance" and fills in how many recent days they want to see changes in maintenance, a list of all items in maintenance will be displayed.

Recent Maintenance.png

The user can click on the "Tree" icon stromeček 11.png is redirected to the artifact's repository.

Recent Maintenance- tree.png

In the "Maintenance" tab, the user can create, edit or delete an artifact.

Recent Maintenance- tree-Maintenance.png

Repository (Repository Browser)

The repository shows the physical structure of the repository, i.e. the hierarchy (tree) of packages, elements, diagrams and other elements. Its functionality is similar to a browser (or repository browser) in the Enterprise Architect tool and it displays data in the same structure with the possibility of additional filtering – see later in this document. Each repository element can be present in the tree only once.

Repository (Repository Browser)

Permissions to parts of the repository

The EA Information Portal supports a package-level permission system (repository browser tree branches) for both read and (as of version 7.5) write permissions.

It is therefore possible to restrict the reading of parts of the model to certain groups or users. This functionality is not available in Enterprise Architect itself.

It is therefore possible to restrict access of certain users to (for example) specific projects, sensitive processes, risk analyses, strategic business models, etc.

This feature fundamentally supports the effort to have all models in one repository.

Permissions can be set for groups and users.

Permissions are applied hierarchically from the package they are set on downwards.

In this context, a new role is introduced in EA Infoport - the owner of a process part. This role will be able to assign read, write (and other) rights to the parts of the model that it owns (tree branches). The owner can be users or groups. This role is introduced so that the repository administrator (admin) doesn't have to set all read or write rights.

Example of use

permissions package.png

Permissions for this package

permission.png

Repository (Repository Browser)

Repository View

A user can view the contents of the currently selected repository by clicking on the “Repository” command.

umístění příkazu.png

After clicking on the “Repository” command, the corresponding form will be displayed with the repository tree shown in the left half and the contents arranged as it is displayed by Enterprise Architect itself.

formulář repozitory.png

Repository (Repository Browser)

Basic Description of the Repository User Interface

The repository form (screen) contains several basic elements, which are described in detail in later chapters of this document.
Here is an overview and a brief description.

repo.png

Repository (Repository Browser)

Tree Repository

The repository tree has similar functionality to the browser (repository browser) of the Enterprise Architect tool.
It contains the physical structure of the repository in the form of a clickable tree.

repo-sloupeček.png

Repository (Repository Browser)

Hiding the Repository Tree

hide repo.png

View of the diagram after hiding the repository tree.

hide repo1.png

Repository (Repository Browser)

Turning repository tree editing on/off

If the user checks the small icon in the upper left part of the tree, the tree will switch to active mode and offer, in the context menu, additional commands.
The available commands also depend on the permissions the user has for that part of the tree (editing, etc.).

Snímek obrazovky 2024-01-31 104411.png


Repository (Repository Browser)

Manipulating the tree repository

The user, if he has the appropriate permissions, can move items in the tree (diagrams, packages, elements but also other artifacts - attributes, operations). The portal respects EA rules when moving (anything can be moved under package, diagrams and other elements can be moved under elements, nothing else can be moved under elements). It also respects locks (blue/red exclamation marks), permissions, etc.

presun_ve_stromecku_0.jpg

It is also possible, from the context menu, to add artifacts - diagrams, packages, elements, but also attributes, operations and more - depending on which artifact the user clicks on. The user can also delete or edit the selected element. It is also possible to change the order of the elements in the package (move elements up and down).

stromecek_2_0.jpg

The user can also pull an element from the tree onto the diagram.

stromecek_3_0.jpgAfter pulling the element on the diagram, the change is immediately written to the EA Repository.

stromecek_4_0.jpg

Repository (Repository Browser)

Internal artifacts

The user can create and edit (update) so-called internal artifacts, i.e. objects (documents, tables and any other files) that Enterprise Architect stores in its internal repository and works with them as elements.

interní.png

Repository (Repository Browser)

Clone

The user can create a copy of an element, a diagram, a package, or an entire structure. If there is a diagram or other elements under the copied element, they will be copied as well. The package is also copied, including the complete contents.

clone.png


Repository (Repository Browser)

Create a view

Create a view allows you to take a specific part of the tree and display it in a separate section. Thus, if, for example, a company's process model, organizational structure, architecture design, etc. is deeply embedded in the repository structure, this functionality allows you to make it available to readers without having to search for it in a complicated way. Thus, these are views of specific repository packages (trees) and their contents, including the embedded packages.

view_1.png

pohledyy.png

Repository (Repository Browser)

Export/Import XMI

EA Infoport supports exporting the XMI of the selected package (and children) to XMI format, which can be imported into Enterprise Architect, edited, and imported back.


The user must have access to the exported package (read + export and, in case of reimport, import).
During the export and reimport, all bindings between elements will be preserved, even if the elements at one end of the binding are not located in the exported package.


This functionality is especially useful if there are several users/groups that are not allowed to see each other's model parts (located in the same repository) and need to be able to edit them in Enterprise Architect. This problem cannot be solved with Enterprise Architect alone, because if a user accesses the repository, he can see everything (editing can be prevented, viewing cannot, even with the help of the RLS functionality that is accessible, for some DBs, in the Ultimate Edition EA).


Procedure: the user marks the package he/she has access to in the portal tree and clicks on the "Download XMI" command. He imports this XMI into his repository and modifies it as needed (in the EA tool). After this modification, it re-exports the XMI from EA and this, via EA Infoport, to its original location.

2021-05-03_094540_1.jpg

Repository (Repository Browser)

Slider between the Repository Tree and the Detail

The slider allows you to expand the width of the repository tree.  

slider.png

Repository (Repository Browser)

Description of commands in the context menu

The context menu can be applied to the repository item whose detail is currently displayed.
The elements of this context menu may vary depending on the type of element that is displayed. Thus, different commands may be available if the diagram detail is displayed and different commands if the element detail is displayed.
Some commands are common to all types and are therefore always displayed.

Use sipka.png to display the context menu.

šipka.png

To open a drop-down menu of options related to an artifact, the user left-clicks on the arrow icon in the upper right corner of the artifact detail.

šipka1.png

The menu is unpacked.


List of context menu commands:

Repository (Repository Browser)

Full Screen

The functionality is available in the context menu under the symbol  obrazovka.png

The full screen allows us to see a detail of an artefact without disruptive elements.

fullscreen.png

After clicking on the “Full Screen” icon, the disruptive elements will be switched off. 

fullscreen1.png

Only the detail of the artefact remained. To call up the other elements again, simply click on the “Full Screen” icon again. 

Repository (Repository Browser)

Find in the Repository Browser

For example, if a user searches for any artefact through the “Search”, his/her detail will be displayed, but he/she will not see his/her position in the repository tree.
Thanks to the “Find in the Repository Browser” option, the user has the option to expand the repository tree to the appropriate artefact. 

The functionality is available in the context menu under the tree symbol stromeček.png

tree.png

After clicking on the “Find in the Repository Browser” icon, the repository tree will expand to the position of the relevant artefact.

tree (1).png

The repository tree successfully expanded and found the searched artefact.

Repository (Repository Browser)

Copy URL

A user can copy a URL and send it to a colleague.
The colleague will only be able to view this URL if he/she is logged in; otherwise, he will be directed to the login screen.

This functionality is available in the context menu under the symbol kopčit.png

copyURL.png

After clicking on the “Copy URL” icon, a pop-up chart will appear where the user can get the URL of the relevant artefact.

copyURL1.png

After clicking on the “Copy” button, the user saves the URL to the clipboard.
An identical method is to select the entire line with CTRL+A and copy it to the clipboard with CTRL+C.
Then just paste the URL in the appropriate place.

Repository (Repository Browser)

Copy EA Address

In EaInfoportT3 it is possible to have a path copied through the tree repository to the relevant artefact. 

The functionality is available in the context menu under the symbol symbol.png

ea.png

After clicking on the “Copy EA Address” icon, a pop-up chart will appear where the user can get the EA path to the relevant artefact.

ea1.png

After clicking on the “Copy” button, the user saves the EA to the clipboard.
An identical method is to select the entire line with CTRL+A and copy it to the clipboard with CTRL+C.
Then just enter the EA path in the appropriate place to search by the EA path.


Repository (Repository Browser)

URL for Direct Access

A user can copy a URL for direct access and send it to a colleague.
The colleague will be able to view this URL even if he is not logged in, but he will only see the relevant artefact – for example, he cannot go anywhere else in the repository or to a publication, etc.

The functionality is available in the context menu under the symbol url pro přímý přístup.png

příý přístup.png

After clicking on the “URL for Direct Access” icon, a pop-up chart will appear where the user can get the direct URL of the relevant artefact.

příý přístup1.png

After clicking on the “Copy” button, the user saves the URL to the clipboard.
An identical method is to select the entire line with CTRL+A and copy it to the clipboard with CTRL+C.
Then just paste the URL in the appropriate place.

The recipient of the URL for direct access after entering it in the browser will get the same detail as the user who created the URL.

url pro přímý přístup2.png

The user has no permissions. He/she can only view a diagram.

Repository (Repository Browser)

Forced Refresh

Forced refresh is actually “Refresh” and is used if a change has been made to an artefact and has not been applied to EaInfoportT3.

For example, if a user has a diagram open in EaInfoportT3 and changes it in some way in Enterprise Architect. Thus, after clicking on the forced refresh icon, these changes will be immediately applied to EaInfoportT3.

The functionality is available in the context menu under the symbol obnovení.png

obnovení.png

After clicking on the “Forced refresh” icon, the changes of the artefact in EaInfoportT3 compared to Enterprise Architect will be applied.

obnovení1.png

The diagram shows that the note has been removed.

Repository (Repository Browser)

Zoom

EaInfoportT3 includes several zoom options.  

The functionality is available in the context menu under the symbol lupa.png

zoom.png

The menu of zooming options can be found under the “Zoom” icon.

Repository (Repository Browser)

Zoom in

The functionality is available in the context menu under the symbol přiblížení.png

zoom plus.png

We have 2 options to zoom in the diagram: 

Repository (Repository Browser)

Zoom out

The functionality is available in the context menu under the symbol oddálení.png

zoom out.png

We have 2 options to zoom out the diagram:  

Repository (Repository Browser)

Reset Diagram Zoom

The functionality is available in the context menu under the symbol štětec.png

zoom in.png

If you want to return to the default zoom (100%), click on the “Reset Diagram Zoom” icon.  

zoom.png

The diagram will zoom out to the original 100%.

Repository (Repository Browser)

Reset Diagram Position

The functionality is available in the context menu under the symbol reset.png

zoom 1.png

If you want to return to the default zoom (100%), click on the “Reset Diagram Position” icon. 

zoom.png

The diagram will return to its original place.

Repository (Repository Browser)

Elements in the Diagram

The functionality is available in the context menu under the symbol elementy.png

diagrame.png

We got to the “Account” element and selected “Search diagrams with this element” there.

diagrame1.png

Repository (Repository Browser)

Hiding Text Information in Element Detail

The oko.pngbutton is used to hide the information below the diagram.

1.png

Here you will see the same diagram with hidden detail and discussion.

2.png


Repository (Repository Browser)

Information about the repository

If the detail displays the package, element, and element elements (such as class attribute, class operation, activity parameter, and more), the detail screen looks slightly different.
It does not, of course, display the diagram image. However, the amount of "textual" information is much greater compared to the diagram.

priklad-elementu-se-zalozkami.png

The above screenshot is only an example - depending on the portal configuration (or the settings of a particular user), it may differ in the number or placement of specific information.
The configuration of the detail, repository element, will be explained later in this document.

Displayable element detail

Click on the "Account" element in the tree to see the detail.

In the detail you can see:

 
Name and information about the element with editable status.
The element may contain properties and discussions that are clickable in the blue tabs. The grey tabs are empty and the orange tab indicates the currently selected tab.
In the tab content, you can see that the "Account" element contains seven attributes. 
By clicking on plus.png you can open the detail of the selected attribute.

Package properties

After clicking on the “UML Modeling” package in the tree, the detail will be displayed.

příklad detailu pack.png

Repository (Repository Browser)

Icons on Artefacts

Repository (Repository Browser)

Detail elementu / package / diagramu

This is the largest part of the screen, containing the detail of the item (diagram, element, package and others) that is currently selected in the tree. The exact information varies depending on which element is selected in the tree.

If a diagram is selected, then the diagram itself is displayed at the top and the diagram details below it.

If an element (package and others) is selected, then the information about the selected element is displayed directly.
A detailed description of the diagram/element details is given below.

detail.png

Repository (Repository Browser)

Discussion (comments) in packages, diagrams, elements

repo1.png

In packages, diagrams and elements, you can see comments from EA and you can also edit and add them.

discusion.png

discusion1.png

In the picture, you can see that the user admin clicked on “Add a thread”. A window popped up where it is just necessary to fill in a text of a comment and after clicking on “Add”  a comment will be created.

In the marked window, we can see a table with four items. The table can be displayed by right-clicking on the selected comment.
In the picture, you can see that the user admin clicked on “Add a thread”.
A window popped up where it is just necessary to fill in a text of a comment and after clicking on “Add” a comment will be created.

discusion2.png


The user has selected the “Edit” option.

discusion3.png

You have the opportunity to choose between three statuses. Open, Awaiting Review, and Closed. 
Another option to choose is to set the priority. You can choose Not Specified, Small, Medium and High.
Or you can simply change the text of the comment in the text box.

Repository (Repository Browser)

Setting of Dynamic Detail

The dynamic detail setting allows the user to customize the visibility of various elements in the detail of an element, diagram, tab, etc. That is, which information (element name, description, element binding, tabs such as attributes, operations, bindings, etc.) should or should not be displayed, where they should be displayed, and what size they should be in the detail. For example, it's good to have the element description stretched as much as possible (over all slots), the version over one and the author name over three.

If the displayed text does not fit in the assigned size, it will be wrapped.

EA Infoport le already comes with a default field definition, it can be redefined at the repository, group or user level. The user can set the dynamic detail himself, or an admin can set it for him.

detail.png

detail 1.png

We have a choice:

Repository (Repository Browser)

Setting of Dynamic Detail for Users

Here the dynamic detail is set for the logged in user.

users.png

We can set the detail type (artifacts, other, bookmarks).

users1.png

Repository (Repository Browser)

Setting of Dynamic Detail for Groups

Here the dynamic detail is set for for groups in the repository.

groups_1.png

We can set the detail type (artifacts, other, bookmarks).

groups1.png

Repository (Repository Browser)

Setting of Dynamic Detail for Repository

This is where the dynamic detail for the repository is set. 

ea.png

We can set the detail type (artifacts, other, bookmarks).

ea1.png

Repository (Repository Browser)

Repository Tree Filter

The repository tree filter allows a user to hide/show elements and stereotypes in the tree.

repo menu1.png

To display the repository tree filters, a user clicks on the arrow next to the “Repository” tab and then on the “Repository Browser Filter” tab.

setup.png

There are currently 2 filters available:

After checking or unchecking a filter, it is necessary to click on the “Save” button.

Repository (Repository Browser)

Recently visited

"Recently Visited" allows you to see your click-through history.

history.png

In the table we see:

history1.png

Repository (Repository Browser)

List of Access Keys

newer versions - https://doc.eainfoport.cz/books/user-manual/chapter/access-keys

Whenever a user uses the “Direct Access URL” option, the key for that URL is saved in the access key list.
If a user no longer wants to be able to access the relevant address without a password through this key, he/she has the option to delete it here.

keys.png

The list of active access keys is available by clicking on the arrow next to the “Repository” tab and in the subsequently expanded submenu on the “Access Key List” tab.

keys1.png

A user sees active keys in the list of access keys.
He/she can use a filter to find the appropriate key, and if he/she wants to remove it, he/she selects this key with the left mouse button and then clicks on the “Remove Keys” button.

schema.png

To add an access key, a user finds an artefact in the repository and runs the detail – then he/she clicks on the arrow to the right to expand the menu and selects the “Direct Access URL” – then he/she clicks on copy and at this point the key is added to the access key list.

schema 1.png

The key has been added to the access key list.

schema2.png

Repository (Repository Browser)

Repository Roots Forced Refresh

repo menu.png

Repository root forced refresh is available by clicking on the arrow next to the “Repository” tab and in the subsequently expanded submenu on the “Repository Root Forced Refresh” tab.

pridan-root.png

A new root has been added.

Repository (Repository Browser)

Setting the notification interval for diagram subscribers

The administrator must set up an e-mail server in Configuration Manager to send notification e-mails to users.

There are three notification services that notify users of changes to the diagram and the regularity is set in Configuration Manager:

The user can see an "information bar" icon on the diagram which, when clicked, informs what type of notification is set.

tree information bar.png

The next icon sets the notification types, the button for the next notification type is always displayed!

Snímek obrazovky (18).png

If the user sees the icon hodina.png, it means that no function is set.

To set up an hourly notification, the user must click on the icon hodina.pngand when the icon changes the sending of the diagram is set.

Notification Hour.png

To set up an daily notification, the user must click on the icon den.pngand when the icon changes the sending of the diagram is set.

Notification Day.png

To set up an weekly notification, the user must click on the icon týden.pngand when the icon changes the sending of the diagram is set.

Notification Week.png

To cancel the notification, the user must click on the icon zrušení.png and when the icon changes the notification is cancelled.

the notification type is not set.png

The user can view the list of "Overview of notification subscriptions" in their user account.
The repository administrator  "Overview of notification subscriptions" in the entire repository, can see in the repository administration.
The portal administrator "Overview of notification subscriptions" in the entire portal, can see in the portal administration.

Repository (Repository Browser)

Permissions to parts of the repository - default settings

The EA Information Portal supports a package-level permission system (repository browser tree branches) for both read and (as of version 7.5) write permissions.

It is therefore possible to restrict the reading of parts of the model to certain groups or users. This functionality is not available in Enterprise Architect itself.

It is therefore possible to restrict access of certain users to (for example) specific projects, sensitive processes, risk analyses, strategic business models, etc.

This feature fundamentally supports the effort to have all models in one repository.

If there is no default setting, i.e. the setting is taken from the parent root package, then the repository is not visible by default, or reading is not allowed. 

Permissions can be set for groups and users.

Permissions are applied hierarchically from the package they are set on downwards.

10.png



EA Infoport allows by default to disable/enable access of users or groups to various packages using the following button:

11.png

12.png

In the event that the default settings are not sufficient for us and it is necessary to specify the range of other users in more detail, it is possible to specify the roles in more detail and set access directly on the user or group.

13.png

An overview of the roles is shown in the table below:

read

edit

deletion

review

Reader

✔

x

x

x

Editor

✔

✔

x

✔

Authorized to delete

✔

x

✔

x

Reviewer

✔

x

x

✔

Owner

✔

✔

✔

✔
Repository (Repository Browser)

Dynamic detail - tagged values

Dynamic detail now has the ability to add a reference to the tagged element value. The user can link to a tagged value or note.

1) The user creates the tagged value in the normal way.

2) Select the desired area (Users, Groups, Repository) via menu >Repository>Dynamic detail settings. In the case of settings on a user or group, you must select the desired user or group.

3) Select:

Detail Type >Artefacts
Artefact type >Elements

4) Select > ARTEFACT DETAIL

5) The user can specify a specific Stereotype of the artifact.

6) In the DynamicItem field, enter the name of the Tagged value and select TgvNotes (note) or TgvValue (value). Click on the blue plus button to add the value to the "Selected Items" where you can set the width and row where the item will be located.

Finally, save.

Snímek obrazovky 2023-06-12 133927.png

Snímek obrazovky 2023-06-12 134933.png

7) After creation, the user will see the selected tagged value on the element detail without the need to search for it on the Tagged Values page.

Repository (Repository Browser)

Archiving of diagrams

The repository admin now has a new option to set the number of archived diagrams in the "Repository Details". Then users have the option to see the diagrams before the change. We have added a new button on the diagram detail that redirects users to the archived diagrams, and there is an option to expand the diagram to the original resolution.

Snímek obrazovky 2023-06-01 150529_EN.png

Snímek obrazovky 2023-06-01 145818_EN.png

Repository (Repository Browser)

Sharing images

We have added a new button to the side menu on the diagram detail page that creates a link to the .png file of the diagram.

The diagram is now public and anyone can view the link. 

Admin can find the link management in the repository pop-up menu in the navigation bar.

EN-Snímek obrazovky 2023-06-05 113301.png

Repository (Repository Browser)

Tagged values - Enum

Tagged values are created in EA Properties > UML Types > via the "Help" button to get to the Sparx page where you can find the predefined Enum types.

image-1729843434600.png

https://sparxsystems.com/enterprise_architect_user_guide/16.1/modeling_frameworks/predefinedtaggedvaluetypes.html

image-1729843334029.png

image-1729843777452.png

In EaInfoport we create a tagged value with the same name:

image-1729843849932.png

 

image-1729843792581.png


image-1729843974614.png

Repository (Repository Browser)

Recently visited

Snímek obrazovky 2025-01-02 115351.png

Since version 8.7.6.9118, "Recently Visited" has been moved directly to the main menu.

Views

Views allow you to take a specific part of the tree and display it in a separate section. Thus, if, for example, a company's process model, organizational structure, architecture design, etc. is deeply embedded in the repository structure, this functionality makes it accessible to readers without having to search for it in a complicated way. These are thus views of specific repository tree packages and their contents, including the nested packages.

Views

Creating a View

If the user has rights to edit the tree, click on the icone add a view.

image-1743581196401.png

The message "Successfully saved" appears and the program creates a view.

views.png

The created view is included among the views that are available in the main menu.

pohkedy k diagramu.jpg

If the user clicks on the view, it is displayed in the form of a tree. Thus, he sees only the package that has been marked as a view and its complete contents. In this way, it is possible to "pull up", for example, a process model, organizational structure, etc. that is otherwise embedded in the repository structure.

pohledy diagram.jpg

Views

Editing and deleting a view

The views created by the user are then displayed in the view list, where they can be further described, named and assigned a color.

To edit a view, the user clicks on the "Edit" button.

views1.png

The user will see the following table where they can see the color, name, package description, "Edit" and "Delete" buttons.

views2 edit.png

If the user clicks on the "Edit" button, the "Edit View" dialog will appear.

views3.png

The user can edit:

If everything is set, the user clicks the "Save" button.

To delete a view, the user clicks on the "Delete" button.

views2 delete.png

If the user clicks on the "Delete" button, the "Delete View" dialog will appear.

delete_0.png

The dialog shows the name, description and color of the view the user wants to delete.
A warning message verifies whether the user really wants to delete the view. If not, the user will click the "Back" button and if the user really wants to delete the view, the user will click the "Delete" button.
You can also delete a view in the view editing dialog, see above, when the user clicks the "Delete" button and the "Delete View" dialog appears.

 

Views

Default diagram settings

By clicking on the iconikonka pohked.png the administrator can set a default diagram for the view.

view default.png

Once the icon is clicked (filled in) the default diagram is set for all users who open the view. 

view default1.png

Views

Access to views

New functionality allows you to set limited access to the repository through views.

The repository manager can set up new "access to views" and remove "access to repository tree" to users.

Permissions can be assigned to the user or group.

Other specifications of the authorization can be set in permission on a specific package.

For example, if you have a user or a group access group and one of the views is a package in which a group or user has a ban on access, the view will not be displayed.

6.png

5.png

Views

Reorder in views

You can change the sort order in the views. Just hold down the left mouse button and drag the View to the desired position. 

image-1725022773704.png

Publication

This is a completely different view of the EA repository - publishing selected diagrams in an arbitrarily defined structure. By using this feature, business users can be shielded from the often convoluted model structure in EA and view models in a structure that is close to their own. This structure can be arbitrarily defined by department, project, customer or otherwise.

Publication

Sections

The basic building block of the publication are the so-called "Sections", which correspond to different departments in the company structure and into which the diagrams are published.

publikace_0.png

Publication

Publication Module Structure

The use of the publishing module is suitable, for example, for process books, company IS architecture, organizational structure publishing - wherever there is a need to publish information in a different structure than in the EA repository.

The publication module consists of so-called sections and has a hierarchical structure - its root is Publication.
Diagrams can be included (published) in a section. The publishing of diagrams is governed by a workflow, see below
A section can be divided into further subsections.
Each section can have a color, a name, a description and other details (see below).
Each section has a title, description, date and time of creation, as well as a configurable color.

Struktura publikačního modulu 1.png

Publication

Move the section

The user can change the order of each section.

To change the order, the user clicks on the "Order" button.

publikace- přesun.png

The user will see arrows next to each section.

šipečky.png

Clicking on the arrow will move that section one section to the left or right. 

přesun složky.png

After moving a section to the desired order, click on the "Order" button again, see the first picture, and further moving of sections will not be available.

Publication

Creating a Section

Sections can only be created by a user who has been assigned the "Owner" role in the current or parent section.

The section can be configured whether read access is enabled by default - then users or groups that cannot read can be explicitly selected, or whether read access is disabled by default - then users and groups are explicitly enabled. Another configurable feature of the section is whether published diagrams are immediately displayed in the section or whether approval is required (before publication).

To create a section, the user clicks on the "Add" button.

publikace create.png

The following dialog will be displayed to the user.

create section.png

In the dialog, the parameters of the newly created section are entered and the rights are set.

Rights

create section - edit color.png

To change the color, the user clicks on the color label, then a mini dialog pops up to set the color.

2021-10-05_172928.png

The colour selection dialog responds in two ways:

If everything is set, the user clicks on the "Create" button.

create section - edit create.png

The section has been added.

create section - save 1.png

Publication

Edit a Section

In the section being edited, the user can edit the "section name", "section description", "section color", can change the "Reading allowed" and "Approval required" rights.

To edit a section, the user clicks on the "Edit" button.

editace1.png

The user is presented with the following dialog where he can edit the "title, description and colour" of the section, as well as change the "Reading allowed" and "Approval required" rights.

edit section.png

If everything is set, the user clicks the "Save" button.


edit section - save.png

After clicking on the "Save" button, an editing dialog will appear with the warning message "After saving, the settings in the child sections will be deleted".

edit section - warning_0.png

If the user does not want to confirm the save, he clicks on the "Do not save" button and this returns the user to the "Edit section" dialog.
If the user wants to confirm the edit, he clicks on the "Confirm save" button and the user is redirected to the edited section where he can see the message "Successfully saved".

edit section - hotovo.png

Publication

Delete a Section

Deleting a section is used to delete that section, while also deleting subordinate sections and publications.

If the user wants to delete a section, he clicks on the "Delete" button and the "Delete Section" dialog is displayed.

delete.png

The dialog shows the name, description, section color, and rights of the section the user wants to delete.

delete 2.png

The warning message makes sure that the user really wants to delete the section. If not, the user will click the "Back" button which will return the user to the section and if the user really wants to delete the section, the user will click the "Delete" button, then the user will see a dialog with the warning message "Successfully deleted".

delete complete.png

Publication

Publication statuses

Publication

Publishing a Diagram

The publishing of the diagram is done from the repositories. Publication can be done by any user with access rights to the repository.

publikacni_modul_05_0.jpg

The publishing dialog is accessible via the right button in the repository tree.

publikacni_modul_06_0_0.jpg

The dialog for publishing the diagram appears.

The user fills in mandatory and optional data:

Once the user has clicked the "Save" button to publish the diagram, it will be displayed in the appropriate section within moments. At the moment of publication, a copy of the diagram is created, including the elements and their details (up to a configurable level). The user can therefore edit or delete the original diagram without affecting the published or currently approved diagram. The copy is not created in the EA repository, but in the Infoport metadata, so the repository is not affected by this functionality.

A diagram can be published to multiple sections with multiple versions.

Publication

Approval of Publications

If approval of diagrams is required in a section, then the diagram will be displayed in the section only to owners and approvers – until it is approved or rejected.

The section owner or approver can view the relevant diagram, including metadata (who wants to publish the diagram and when), version, alternative name, etc.

publikacni_modul_08_0.jpg

In the section, the user sees a list of publications designated "For Approval" and a list of "Approved" publications.
Rejected publications can be viewed using the "Historical Publications" button.

In the "To be approved" section, the user clicks on the preview of the diagram he wants to reject or approve. 

publikacni_modul_09_0.jpg

To approve or reject, the user clicks on the "Change Status" button.

publikace 5.png

When approving or rejecting, the user must state the reason for the decision (e.g., found an error in the business process, etc.)
The validity of the publication is pre-populated by the system, published from is set to the current date and published to is set without date limitation. 
Both of these values can be changed by the user. For example, he sets that version 1 of a particular business process is valid until 31.1.2018 and the new version of the same process (2) is valid from 1.1.2019.

After filling in these data, the user clicks on the "Approve" or "Deny" button.

If the "Approve" button has been used, the dialogue will move to the "Approved" section and if the "Deny" button has been used, users will not see it in the section and it is available in the "Historical Publications"

Publication

Historisation of Published Diagrams

Historical artifacts (these are artifacts that have expired publications) are used to preserve rejected and historicized diagrams.
Because it is still preserved in the Infoport metadata, they can be re-approved if necessary.

On the detail of an approved publication, the user has the option to expire the publication, i.e. historicize it. 

1_0.png

The user clicks on "Change Status" to see the "Change Publication Status" detail.

změna stavu.png

Once the user clicks on the "Historicize" button, the publication is moved to the "Historical publications".

historizováno.png

The user can click on the "Republish" button and select the section in which to save the publication. 

znovu publikovat_0.png

Publication

Logging Changes in a Publication

All changes to the published diagram (publication, approval, rejection, adding to another section and other activities in the publishing module) are logged. The log can be displayed in the UI.

The user can view the report below by clicking on the "Section Log" button located on the section tab.

logování změn v publikaci 1.png

In this table, you can click through to sections or publications where a change has been made.

log.png

Publication

Historical Publication

Historical artifacts (these are artifacts that have expired publications) are used to preserve rejected and historicized diagrams.
From these states, they can be re-approved if necessary.

publikace.png

The user can view the list of historicized diagrams and also view the historicized diagrams (including element details).
It is therefore a very efficient way of versioning.

historické publikace.png

Publication

Setting default section rights

The default section rights settings can be found under the "Edit" icon.

publikace1.png

The user will be presented with the following dialog where they can set/change the default rights "Reading is enabled" and "Approval is required".

edit publikace.png

If everything is set, the user clicks the "Save" button.

Publication

Rights in the publishing module

For each section, you can set your own permissions.
If a section does not have a permission set, the permission from the parent section is taken over.

1_2.png

Setting one section:

2.png


Publication

Setting user and group permissions

There are 3 levels of authorisation:

1_3.png

Using the "View users" or "View groups" button, you can view the rights of this section through users or groups.

The "Owner, Approver, Reader" buttons are used to filter by role. For example, if you want to see a list of all approvers, click on the "Approver" button.

2_0.png

Adding or removing privileges is changed using a checkbox and after clicking/unclicking, the message successfully added or removed is displayed.

3.png

Repository Management

There are a basic permissions in each repository that can be assigned to a user or a group. Access to the repository tree Access to the publication Repository administrator Editor Glossary Access to views Access to publish public keys

Repository Management

Repository Management

On the right side of the Infoport header we can see a Dropdown menu called Repository Management (Only logged in user with Repository Manager permission).

repository manager1.png

repository manager.png

Repository Management

User Management

If we have chosen User Management, we will get to the “List of Users” in the repository.

List of Users.png

Here we can create new users, assign groups to existing users, assign permissions to existing users, edit existing users or remove existing users from the repository.

Repository Management

Creating a New User

create.png

We have chosen the green “Create” button in the List of Users.
The “Login name” and “Email” fields are required to create a user. 
(Infoport in the background synchronises a user’s Infoport with the user’s EA according to the login name in Infoport and the login in EA.)
Password is required in order to sign in. Signing in without a password is permitted solely for users of Active Directory.

creat a user.png

After correctly filling in and clicking on the “Create” button, we will get to the user “Edit”.

Repository Management

Assigning Groups to a User

groups.png

We have chosen the blue "Groups" button.
We got to the List of Assigned Groups of a specific user for which the button was selected.
Here we can add users to different groups in the repository or remove users from different groups in the repository using the "Add" or "Remove" buttons and see an overview of which groups the selected user is in.

skupina.png

Add
The “Add” button opens a list of unassigned groups where we can check the checkbox for each group we want to select, and after another click on the “Add” button, the user will be assigned to the checked groups.

přidat skupinu_0.png

Remove
The “Remove” button opens a list of assigned groups where we can check the checkbox for each group we want to select, and after another click on the “Remove” button, the user will be sent to the checked groups.

odstranit skupinu.png

Repository Management

Assigning Permissions to a User

oprávnění.png

We have chosen the blue “Permissions” button.
Now we have the List of Assigned Permissions of a specific user for which the button was selected.
Here we can assign permissions to different users in the repository or remove permissions for different users in the repository using the “Add” or “Remove” buttons.
We can also see an overview of what permissions users own and whether they own it as their personal permission, or if they inherited it from the group in which they are assigned.

Add
The “Add” button has opened a list of unassigned permissions where we can check the checkbox for each permission we want to select, and after another click on the “Add” button, the permission will be assigned to the user.

přidat oprávnění.png

Remove 
The “Remove” button has opened a list of assigned permissions where you can check the checkbox for each permission you want to select, and after another click on the “Remove” button, the permission for the selected user will be removed.

odebrat oprávnění.png

Repository Management

Edit a User

Edit 1.png

We have selected the yellow “Edit” button in the List of Users.
Now we can edit the selected user and also click through on “assign groups” to the user, “assign permissions” to the user and “remove a user” from the repository.

edit user.png

After correctly filling in and clicking on the “Save” button, the user data will be saved.

Repository Management

Remove a User

remove 1.png

We have chosen the red “Remove” button, and now we can remove the selected user.
After another click on the “Remove” button, the user will be removed from the repository.

remove user.png

The user will still exist in Infoport. To renew it, just create a user with the same name and e-mail.

Repository Management

Group Management

If we have chosen the group management, we will get to the “List of Groups” in the repository.

lists of group.png

Here we can create new groups, assign users to existing groups, assign permissions to existing groups, edit existing groups or delete groups from the repository.

Repository Management

Creating a New Group

create.png

We have chosen the green “Create” button in the list of groups, and now we can create a new group.
The “Group Name” field is required during creation.

create group.png

After correctly filling in and clicking on the “Create” button, we will get to the group editing.

Repository Management

Assigning Users to a Group

users 1.png

We have chosen the blue “Users” button.
Now we have the List of Assigned Users of a specific group for which the button was selected.
Here we can add users in the repository to the selected group in the repository or remove users in the repository from the selected group using the “Add” or “Remove” buttons and see an overview of users in the selected group.

přiřazování uživatelu skupiny.png

Add
The “Add” button has opened a list of unassigned users where we can check the checkbox for each user we want to select, and after another click on the “Add” button, the checked users will be assigned to the group.přiřazování 1.png

Remove
The “Remove” button has opened a list of assigned users where we can check the checkbox for each user we want to select, and after the next click on the “Remove” button, the checked users will be removed from the group.

Repository Management

Assigning Permissions to a Group

oprávnění.png

We have chosen the blue “Permissions” button.
Now we have the List of assigned permissions of a certain group for which the button was selected.
Here we can assign permissions to different groups in the repository or remove permissions to different groups in the repository using the “Add” or “Remove” buttons and see an overview of what permissions the group owns.

Add
The “Add” button has opened a list of unassigned permissions where we can check the checkbox for each permission we want to select, and after another click on the “Add” button, the permissions will be assigned to the group.

přidat oprávnění_0.png

Remove
The “Remove” button has opened a list of assigned permissions where we can check the checkbox for each permission we want to select, and after another click on the “Remove” button, the permissions of the selected group will be removed.

odebrat oprávnění_1.png

Repository Management

Edit a Group

Edit 1.png

We have selected the yellow “Edit” button in the List of Users.
Now we can edit the selected group and also click through on “assign users” to the group, “assign permissions” to the group and “delete a group” from the repository.

EDIT GROUP.png

After correctly filling in and clicking on the save button, the group data will be saved.

Repository Management

Delete a Group

delete.png

We have chosen the red “Delete” button, and now we can delete the selected group.
After another click on the “Delete” button, the group will be deleted from the repository.

DELETE GROUP.png

Deleting a group is irreversible. The users in the group remain in the repository, but all permissions they have gained from the group are removed.

Repository Management

Permission Management

If “Permission Management” is selected, we will get to the List of permissions in the repository.

Snímek obrazovky 2023-08-17 103435.png

Here we can assign permissions to groups and users in the repository.

Repository Management

Assigning Permissions to Groups

groups.png

We have chosen the blue “Groups” button.
Now we have the List of groups to which a certain permission is assigned and for which the button was selected.
Here we can assign permissions to different groups in the repository or remove permissions to different groups in the repository using the “Add” or “Remove” buttons and see an overview of the groups that own the selected permission.

Add
The “Add” button has opened a list of unassigned groups where you can check the checkbox for each group you want to select, and after another click on the “Add” button, permissions will be assigned to the selected groups.

oprávnění add group.png

Remove
The “Remove” button has opened a list of assigned groups where we can check the checkbox for each group we want to select, and after another click on the “Remove” button, the user will be removed to the checked groups.

remove groups.png

Repository Management

Assigning Permissions to Users

users 1.png

We have chosen the blue “Users” button.
Now we have the List of users to whom a certain permission is assigned and for which the button was selected.
Here we can assigned permissions to different users in the repository or remove permissions for different users in the repository using the “Add” or “Remove” buttons and see an overview of users who own the selected permission.

Add           
The “Add” button has opened a list of unassigned users where we can check the checkbox for each user we want to select, and after another click on the “Add” button, permission will be assigned to the selected users.

add users_0.png

Remove
The “Remove” button has opened a list of assigned users where we can check the checkbox for each user we want to select, and after another click on the “Remove” button, the permission will be removed from the selected users.

remove users.png

Repository Management

Repository Detail

If we have selected “repository detail”, we can edit the repository.
We can change its name, description and colour.
These changes are mostly important if you use the “Multiple Repositories” function or as an Infoport manager.

Výstřižek_0.png

After clicking the "Save" button, the changes will be saved.

Repository Management

Overview of notification subscriptions

The administrator must set up an e-mail server in Configuration Manager to send notification e-mails to users.

repository manager bar.png

If the notification system is set up, the repository administrator can see all the notifications set up in the repository.

přehled notification.png

The repository administrator can click on the "Tree" icon or the "ChangeNotificationType" button.

přehled notification11.png

After clicking on the "ChangeNotificationType" button, the repository administrator is redirected to the "Setting the notification interval for diagram subscribers" page where he can check the Name, Type, Login and Email to which the notification is sent.

nastavení.png

There are three notification services that notify users of changes to the diagram.

By hovering the cursor over the icons, the user can read what type of notification it is. 

ikonky upozornění.png

You can easily change the notification type either on this page, where you just click the blue icon, or go to the diagram on the repository. 


zelené1.png

The green colour of the icon informs which notification type is on. 
If the user wants to cancel the notification, just click the red icon.

The "Back" button returns the user to the "Overview of Notification Subscriptions" list

When the user clicks on the "Tree" stromeček 11.png icon, he is redirected to the repository of the diagram.

 

repo.png

Repository Management

Archive repository

Archive repository (without background jobs for regeneration and chache)
In the repository editor, it is possible to set the "Archive repository (without background jobs for regeneration and chache)" mark. The functionality will ensure that the system does not unnecessarily run background jobs and chache regeneration. 

You can edit a repository > Portal Management > Repositories Management > Edit a specific repository.

Snímek obrazovky 2024-07-10 142738.png

 

Repository Management

Repository password encryption

EA Infoport now offers the ability to encrypt passwords in the repository. 

Settings:

1) Configuration Manager >Encryption Key > generate Encryption Key > save setup > restart EA Infoport

Attention!!! Deleting the key will result in data loss. 

image-1720616395409.png

2) Portal Management >Management Repositories > select edit a specific repository > check the checkbox > Encrypt EAP and Connection String credentials.

3) After saving the settings, a restart of EA Infoport is required.

Portal Management

Portal administration can only be viewed by a logged-in user with Portal Administrator privileges.

Portal Management

Portal Management

portal manager.png

On the right side of the Infoport header we can see a Dropdown menu called Portal Administration (Only logged in user with Portal Administrator permission).

portal manager1.png

Portal Management

User Management

A user with portal administrator rights can view the list of users of the entire portal, where he can change the user's password, set basic permissions to the portal (to the repository, the publishing module or set him as an administrator).

Infoport has its own user repository that is independent of the Enterprise Architect repository. In practice, this means that portal users (unlike in previous versions) do not need to have an account in the EA repository at the same time. However, the account can be linked in the portal and in EA for proper display of edit locks and so on. The user list is filterable, searchable and optimized for a large number (thousands) of users.

list of users.png

list of users1.png

Users are recorded at the level of the entire portal, not at the level of individual repositories. This is so that if a user has access to multiple repositories, they can quickly switch between them.
Users are then assigned access to individual repositories. It also ensures that the administrators of each repository do not see a list of all users - so that, for example, the repository administrator of one vendor does not see the users of another vendor.

welcome repositories.png

Portal Management

Creating a new user in the portal

To create a new user, the portal administrator clicks the "Create" button in the User List.

lists of users create.png

The following dialog is displayed to the portal administrator.

create user.png

After filling in the details, the portal administrator clicks on the "Create" button , then the administrator will see the message "Successfully created".

create_1.png

After clicking on the "Back" button, the administrator is redirected to the table with users, where he can use the filter to find the currently created user.

user liska.png

Portal Management

Edit users in the portal

To edit a user in the portal, the administrator clicks the "Edit" button.

list of user edit button.png

The administrator will see the following dialog, where he can edit the "login, email, first name, last name, department and password" of the user, he can delete the user and he can also assign and change permissions and repositories to the user.

edit a user_0.png

Portal Management

Removing a user from the portal

To remove/delete a user, the portal administrator clicks on the "Delete" button in the User List.

list of user delete button.png

After deletion, the administrator will see the message "Successfully deleted".

delete.png

The user will still exist in Infoport and to restore the user, just create a user with the same name and email or go to the list of deleted users.

smazáno.png

Portal Management

Permissions to a user in the portal

The portal administrator can assign the user "Portal Administrator"; to assign this permission, the administrator clicks the "Permissions" button.

list of user permissions button.png

The portal administrator will see the following dialog with "Add" buttons to add permissions and "Remove" buttons to remove permissions.

list of user permissions button 1.png

Portal Management

Assigning permissions to a user in the portal

The portal administrator can assign a "Portal Administrator" to a user.

Permissions user add add.png

After clicking the "Add" button, the administrator is redirected to the table of the user to whom he wants to add the "Portal Administrator" right.

Permissions user add 1.png

After checking the checkbox, the administrator clicks the "Add" button, then the administrator will see the message "Successfully added".

Permissions user add 2.png

Portal Management

Removing permissions from a user in the portal

The portal administrator can remove a "Portal Administrator" to a user.

permissions remove.png

After clicking the "Remove" button, the administrator is redirected to the table of the user to whom he wants to remove the "Portal Administrator" right.

permissions remove 1.png

After checking the checkbox, the administrator clicks the "Remove" button, then the administrator will see the message "Successfully removed".

permissions remove 2.png

Portal Management

List of Repositories and Repository permissions

By clicking the "Repositories" button in the User List, the portal administrator can assign and/or remove a user's repository and repository permissions.

repositories repositories.png

The administrator will be presented with the following dialog where he can add and/or remove a user's repository and repository permissions.

repositories repositories1.png

Portal Management

Assignment Repository and Repository permissions to a user in the portal

The portal administrator can assign repository and repository permissions to a user.

repositories repositories add.png

After clicking the "Add" button, the administrator is redirected to the table of the user to whom he wants to add the repository and repository permissions.

repositories repositories add1.png

After checking the checkbox, the administrator clicks the "Add" button, then the administrator will see the message "Successfully added".

repositories repositories add2.png

Once a repository is added, the portal administrator can assign the repository permissions "Repository Administrator, Publication Access and Repository Tree Access". 

repositories repositories add3.png

After clicking on the checkbox, the message "Successfully added" is displayed.

repositories repositories add4.png

Clicking the "Back" button will display the "User List" with the added repository and the permissions in the repository. 


Portal Management

Removing Repositories and Repository permissions from a user in the portal

The portal administrator can removed repository and repository permissions to a user.

permissions remove.png

After clicking the "Add" button, the administrator is redirected to the table of the user to whom he wants to add the repository and repository permissions.

permissions remove 1.png

After checking the checkbox, the administrator clicks on the "delete" button, after which the administrator receives the message "Successfully removed".

permissions remove 2.png

After clicking the checkbox, the portal administrator can remove the repository permissions "Repository Manager, Publication Access and Repository Tree Access". 

permissions remove 3.png

Clicking the "Back" button will display the "User List" with the repository permissions removed. 

Portal Management

List of Deleted Users

delete users.png

Here is a list of all deleted users.

delete users1.png

To restore a deleted user, click on the "Restore" button. 

delete users2.png

Once you have checked that you are the correct user, just click on the "Refresh" button.

delete users3.png

After a successful restore, you can edit the user, assign permissions, and assign repositories. 

Portal Management

Permissions Management

If we have selected "Permissions Management", we will be taken to the Permissions list in the portal.
The portal administrator can assigned a portal administrator to a user.

permission.png

We have reached the User List.
Here we can assigned or remove portal administrator permissions to different users using the "Add" or "Remove" buttons and see a list of users that have the selected permission.

permission 1.png

Portal Management

Assigning Portal Permissions to a user

The portal administrator can assigned the Portal Management permission to a user.

permission add.png

After clicking the "Add" button, the administrator is redirected to the user table.

permission add 1.png

After checking the checkbox for the user, the Portal Administrator clicks on the "Add" button, then the administrator will see the message "Successfully added".

permission add 2.png

The user is now a Portal Administrator.

Portal Management

Remove Portal Permissions from a user

The portal administrator can remove the Portal Management permission to a user.

permissions remove.png

After clicking the "Remove" button, the administrator is redirected to the user table.

permissions remove 1.png

After checking the checkbox for the user, the Portal Administrator clicks on the "Remove" button, then the administrator will see the message "Successfully removed".

permissions remove 2.png

The user is no longer the portal administrator.

Portal Management

Repositories Management

Multiple repositories (databases) can be connected to one instance of the information portal. Therefore, the management of the portal and the management of the individual connected EA repositories is separate. One user can have access to multiple repositories and different rights in each of them. It is easy to switch between repositories.

Each connected EA repository has its own administrators.

Users are registered at the portal level, and rights to repositories are assigned by the portal administrator. EA Repositories are strictly data segregated, and if a user does not have rights to a particular EA Repository, he or she cannot see it (cannot see that it exists).

This functionality is useful, for example, if a company has multiple customers. Who have data in separate EA repositories and need to present it using a single portal instance.

list of repositories.png

After clicking on "edit" the following page will be displayed Edit repository

image-1665490929939.png

Portal Management

Active Directory Management

Enterprise Architect can be connected to one or more Active Directory servers.

AD automatically imports groups from AD into the Infoportal. The import is done by AD group, where the administrator must define which AD group he wants to import into which Infoport group.

NTLM authentication - if the user is registered in Active Directory and Active Directory is configured, the user does not have to log in to Infoport manually - he is logged in automatically with his windows account. However, he can still log in manually (useful, for example, if another user needs to log in to the InfoPortal on the computer with the logged-in user.

If the user is not found in Active Directory and Infoport has multiple Active Directory servers configured, they are all searched in turn. If the user is not found anywhere, a login dialog is displayed where the user can log in manually (or just as a guest).

AD.png

After clicking the "Create" button, the page to create the AD will be displayed. Where you need to fill in the "Name, URL, Username and Password".

ad_0.png

Portal Management

Configuration Manager

See the Configuration Manager section in the Installation Manual

Config.png

Portal Management

Statistics

If the user has a key, he can start Statistics without being logged in.
Stats shows information about connected repositories and dcoms. 

statistics.png

Portal Management

Overview of notification subscriptions

The administrator must set up an e-mail server in Configuration Manager to send notification e-mails to users.

portal manager bar.png

If the notification system is set up, the portal administrator can see all the notifications set up in the repository.

přehled notification.png

The portal administrator can click on the "Tree" icon or the "ChangeNotificationType" button.

přehled notification11.png

After clicking on the "ChangeNotificationType" button, the portal administrator is redirected to the "Setting the notification interval for diagram subscribers" page where he can check the Name, Type, Login and Email to which the notification is sent.

 

nastavení.png

There are three notification services that notify users of changes to the diagram.

 

By hovering the cursor over the icons, the user can read what type of notification it is. 

ikonky upozornění.png

You can easily change the notification type either on this page, where you just click the blue icon, or go to the diagram on the repository. 


zelené1.png

The green colour of the icon informs which notification type is on. 
If the user wants to cancel the notification, just click the red icon.

The "Back" button returns the user to the "Overview of Notification Subscriptions" list

When the user clicks on the "Tree" stromeček 11.png icon, he is redirected to the repository of the diagram.

 

repo.png

Portal Management

Login of a user who does not have an OpenID group assigned

In Infoport, it is possible to set a ban on the login of a user who does not have an OpenID group assigned. 

Snímek obrazovky 2024-04-05 141234.png

Portal Management

Login of a user who does not have an Active Directory group assigned

In Infoport, it is possible to set a ban on the login of a user who does not have an Active Directory group assigned. 

Snímek obrazovky 2024-04-05 133250.png

Audit Logs

Infoport allows you to log changes in the Enterprise Architect database: • changes in Infoport permissions • user logins/ logouts • HTTP status codes from the server We call these Logs Audit and we save it in .csv files.

Audit Logs

Audit Logs - activation


The portal administrator must go to the Configuration Manager and set up the box for the logs he wants to activate. Save the settings and restart Infoport.

Obrázek1.png

Audit Logs

Saving a record from Audit Logs

We save the record from Audit Logs in .csv files.

You can find these new logs on disk in the Infoport folder "\EaInfoportT3\audit\".

Obrázek3.png

The second option is new button that is added next the button Portal Management. It is possible to download a certain log directly from the browser.

Obrázek2.png

The Audit Log is created every hour if one of the listed actions occurs. The name of the audit log always consists of the year, month, day and hour.

Access Tokens

Access Tokens

List of Access Keys

Whenever a user uses the “Direct Access URL” option, the key for that URL is saved in the access key list.
If a user no longer wants to be able to access the relevant address without a password through this key, he/she has the option to delete it here.

The list of active access keys is available by clicking on the arrow next to the “Repository” tab and in the subsequently expanded submenu on the “Access Key List” tab.

Snímek obrazovky 2024-01-15 140459.png

Access Tokens

Creating an access key

To add an access key, a user finds an artefact in the repository and runs the detail – then he/she clicks on the arrow to the right to expand the menu and selects the “Direct Access URL” – then he/she clicks on copy and at this point the key is added to the access key list.

Snímek obrazovky 2024-01-15 140926.png

Access Tokens

Transfer of access keys

Snímek obrazovky 2024-01-15 140239.pngAt the bottom of the screen, click on "User Selection". After selecting the user, specify which access keys to transfer (using the checkbox). Confirm the selection with the green "Transfer" button.

To transfer access keys, it is necessary that the user to whom we are transferring the key has at least the same permissions on the package.


Access Tokens

To remove an access key

In the access key list, the user sees the active keys.
He can use the filter to find the key and if he wants to remove it, he can select it with the left mouse button and then click on the "Remove" button.

Snímek obrazovky 2024-01-15 141310.png

Access Tokens

Access tokens of deleted users

image-1707827746496.png

The Access tokens of a user who has been deleted are transferred from the "Access tokens" section to " The Access toknes of deleted users" section.

Access toknes of deleted users can be filtered, transferred and removed in the same way as "Access tokens".

image-1707828028974.png

Access Tokens

Transferring Access Tokens of Deleted Users

Access Tokens

List of public diagrams

Access diagrams are available by clicking on the arrow next to the "Repository" tab and in the subsequently expanded "List of public diagrams" submenu.

Whenever the user uses the "URL for public diagram" option, the key of this URL is saved in the "List of public diagrams".

If the user no longer wants to be able to access the corresponding URL without a password, he has the option to remove the key here.

Snímek obrazovky 2024-07-03 113012.png

image-1719999169583.png

Access Tokens

Permissions - Access to publish public keys (permalinks)

There is a new option in EaIfoport to set "Access to publish public keys" for users.

After installing version 8.7.0, users who create permalinks must set the permissions otherwise they will lose this option.

Setting option:

1) Portal Management > Users management > Repositories > select the required permissions
2) Click on Repository Model > Repository Management > Users Management > Permissions

Snímek obrazovky 2024-07-03 115216.pngSnímek obrazovky 2024-07-03 115342.png

Learn more about access keys  https://doc.eainfoport.cz/books/user-manual/chapter/access-tokens

Permissions on the package

Permissions on the package

Permissions to parts of the repository

EA Information Portal supports a permission system at the package level (repository browser tree branches), both for reading and (since version 7.5) for writing.

It is therefore possible to restrict the reading of parts of the model to specific groups or users. This functionality is not available in Enterprise Architect itself.

It is therefore possible to restrict access of certain users to (for example) specific projects, sensitive processes, risk analyses, strategic business models, etc.

This feature fundamentally supports the effort to have all models in one repository.

Permissions can be set for groups and users.

Permissions are applied hierarchically from the package they are set on down.

Snímek obrazovky 2024-06-10 123435.png

Permissions on the package

Default settings

EA Infoport supports a permission system at the package level (repository browser tree branches), both for reading and (since version 7.5) for writing.

Thus, it is possible to restrict the reading of parts of the model to certain groups or users.

It is thus possible to restrict access of certain users to (for example) specific projects, sensitive processes, risk analyses, strategic business models, etc.

If there is no default setting, i.e. the setting is taken from the parent root package, then the repository is not visible by default, or reading is not allowed.

Permissions can be set for groups and users, via the "Permissions" button.

The rights are applied hierarchically from the package on which they are set downwards.
 
EA Infoport allows you to disable/allow users or groups from accessing different packages by default using the following button:

Snímek obrazovky 2024-06-10 124429.png

Snímek obrazovky 2024-06-10 124659.png

Without default settings

Snímek obrazovky 2024-06-10 124907.png

Reading is enabled by default

Snímek obrazovky 2024-06-10 124942.png

Reading is disabled by default

Permissions on the package

User/group role specifications

If the default settings are not enough and we need to specify a range of other users, it is possible to specify roles and access directly on the user or group.

image-1718017019530.png

The table below shows the legality of the powers: 

Role

read

edit

delete

reviewed 

Reader

✔

x

x

x

Editor

✔

✔

x

✔

Permission Delete

✔

x

✔

x

Reviewer

✔

x

x

✔

Owner

✔

✔

✔

✔
Permissions on the package

Owner

The EA Information Portal supports a package-level permission system (repository browser tree branches), both read and (as of version 7.5) write.

It is therefore possible to restrict the reading of parts of the model to specific groups or users. This functionality is not available in Enterprise Architect itself.

It is therefore possible to restrict access of certain users to (for example) specific projects, sensitive processes, risk analyses, strategic business models, etc.

The rights are applied hierarchically from the package on which they are set downwards.

In this context, a new role is introduced in EA Infoport - the owner of a process part. This role will be able to assign read, write (and other) rights to the parts of the model it owns (tree branches). The owner can be users or groups. This role is introduced so that the repository administrator (admin) does not have to set all read and write permissions.

Example of use

Snímek obrazovky 2024-06-10 123435.png

Permissions on the package

image-1718017019530.png

Permissions on the package

Setting permissions on package

The permission settings on package are shown in the table below:

Parent Default Group Personal Result
no - - - no
no no - - no
no yes - - yes
no x - no no
no x - yes yes
no x no - no
no x yes - yes
no x no no no
no x no yes yes
no x yes no (not possible)** yes
no x yes yes yes
yes - - - yes
yes no - - no
yes yes - - yes
yes x - no no
yes x - yes yes
yes x no - no
yes x yes - yes
yes x no no no
yes x no ano (not possible)** no
yes x yes no no
yes x yes yes yes

* If you set permissions on a group, the settings are automatically checked on the user who is a member of the group. 
- not specified    
x value does not matter    

 

 
If there is no default setting i.e. the setting is taken from the parent root package, the repository is not visible by default, or reading is not allowed. 

Permissions on the package

Authorization if the user is a member of two groups with different permissions

Authorization if the user is a member of two groups with different permissions

Package  default Group A - Manager Group B - basic Result
Without settings* Without settings* Without settings* Disabled
Enabled Without settings* Without settings* Enabled
Disabled Without settings* Without settings* Disabled
Enabled Enabled Enabled Enabled
Disabled Disabled Disabled Disabled
Enabled Enabled Disabled Disabled
Disabled Enabled Disabled Disabled

*only for new "root" in other cases the settings are inherited from a higher package

 

Correction if the user is a member of two groups with different permissions and also has individual settings

Package  default Group A - Manager Group B - basic Result Individual settings Result
Without settings* Without settings* Without settings* Disabled Enabled Enabled
Enabled Without settings* Without settings* Enabled Disabled Disabled
Disabled Without settings* Without settings* Disabled Enabled Enabled
Enabled Enabled Enabled Enabled Disabled Disabled
Disabled Disabled Disabled Disabled Enabled Enabled
Enabled Enabled Disabled Disabled cannot be allowed** Disabled
Disabled Enabled Disabled Disabled cannot be allowed** Enabled

** the message successfully removed/added but settings are not saved, group settings cannot be overridden


Pool/Lanes

Snímek obrazovky 2025-01-02 112935.png

Since version 8.7.6.9118, the names of roles/actors connected to the pool/lanes via classifiers are displayed.

Detail in the element

Snímek obrazovky 2025-01-02 114753.png

In the popup menu of the element on the diagram there is now an option to switch to the element detail.