Copyright © TIBCO Software Inc. All Rights Reserved
Copyright © TIBCO Software Inc. All Rights Reserved


Chapter 13 Creating an Organization Model : Using the Organization Modeler Diagram Editors

Using the Organization Modeler Diagram Editors
Organization Modeler provides two graphical editors for producing organization diagrams:
The Organization Model Editor shows a high-level view of the organization or organizations that you have created. The following example shows an Organization Model diagram which includes two organizations, one being your own organization and the second a representation of an external organization with which your organization has dealings, in this case an outsourcing company.
The Organization Model Editor opens when you:
Double-click on an Organization Model .om file in the Project Explorer,
Right-click on an Organization Model .om file in the Project Explorer, and select Open or Open With > Organization Model Diagram Editing,
The Organization Editor shows a more detailed view of one Organization, including the Organization Units and Positions that it includes, and the relationships between them.
The Organization Editor opens:
Adding Objects in Organization Modeler Diagrams
You can add objects to Organization Modeler diagrams in any of several ways:
Using the Palette
To add an object to an organization diagram, you can use the tools provided on the diagram editor’s palette.
In the Organization Model Editor, the following tools are always available in the palette:
If you have applied a Schema to your organization model, and it contains any Organization Types, tools for adding these will also be available. For example, if you have used the standard Schema but added a new Organization Type to it, both the Standard Organization Type and the additional one will be available in the palette, as in the following illustration.
In the Organization Editor, the following tools are always available in the palette:
Additional tools are available if you have applied a Schema to your organization model. If you have applied the Standard Organization Type to the Organization, the palette contains the following tools for the elements that are defined in that Standard Organization Type:
Similarly, if the Organization that you are editing has a different or modified Type applied, tools are included in the palette for the elements that are defined for that Type. The following illustration shows an example. Here an Organization is used that has two Organization Unit Types defined.
The availability of these tools on the palette is dynamic; if you add a new Type to the Schema, it is immediately made available on the palette.
To use any of these tools, you can either:
Where you should drop, or click, depends on the object you are adding:
When you add an Organization, Organization Unit, or Position object, the Label field on the title bar is automatically selected. Enter a name for the object.
Using the Pop-up Icons
An alternative method of adding objects is to use the pop-up icons that are available. If you hover your mouse over the empty area of the diagram, an icon appears. In the Organization Model Editor, this is the Add Organization icon. Move your cursor on to the icon to display the Add Organization label as shown in the following illustration, and then click to create a new Organization in the diagram.
In the Organization Editor, hovering your mouse in the empty area produces the Add Organization Unit icon, which works in the same way as the Add Organization icon. Similarly, hovering your mouse over the Position compartment of an Organization Unit displays the Add Position icon, as shown in the following illustration.
You can add a connection between two objects in a diagram by clicking and dragging one of the handles that are displayed when you hover your cursor over the object. Click the handle and drag to the object to which you want to connect, as shown in the following illustration.
 
Using the Context Menu
You can add objects to the organization diagram by right-clicking in the Organization Editor and selecting the object you require from the context menu that is displayed.
If you right-click on the background of the Organization Editor, you can select:
If you right-click on an Organization Unit in the diagram, you can select:
Using the Project Explorer
You can also add objects to the diagram editor from the Project Explorer, by.
1.
2.
For example, to add an untyped Organization Unit you would right-click on the parent Organization and select Add Child > Organization Unit. If you are using the Schema, the choices displayed will include not just the basic Organization Unit but the Types of Organization Unit available.
Adding Notes and Labels
You can add notes or text labels by:
right-clicking on an object in the editor and selecting Add Note from the pop-up context menu,
right-clicking on the background in the editor and selecting Add -> Note or Add -> Text from the pop-up context menu,
Then click on the Organization Editor.
The following illustration shows a note being used to add explanation to an Association. A note attachment is drawn between the note and the object with which it is associated.
Tailoring the Appearance of Organization Modeler Diagrams
You can change the level of detail that the Organization Modeler diagrams display. In the overview diagram, each Organization is by default shown including all the Organization Units that make it up, and the Hierarchies and Associations that link them. To hide the detail, click on the downward-pointing arrowhead that is shown in the corner when you select the Organization, as shown in the following illustration.
This action hides the contents of the Organization, and displays the collapsed version shown below.
A solid right-pointing arrowhead is now displayed in place of the downward-pointing one when the Organization is selected. Clicking on this restores the display of the Organization’s contents.
In the Organization Editor, the same arrowheads appear in Organization Units, and you can use them to hide or to display the Positions defined within those Organization Units.
Also in the Organization Editor, you can choose to display or to hide the hierarchy of Organization Units that depend on the selected unit. The following illustration shows an excerpt from an organization diagram, with several Organization Units dependent on the Call Center unit.
If you click on the small minus sign in the title bar of the Call Center, the display changes to the following collapsed view.
Click on the plus sign to restore the hierarchical view.
You can also:
use the options in the Diagram menu to arrange the objects on the diagram editor screen,
right-click on the background of the diagram and select Arrange All to make the diagram more ordered.

Copyright © TIBCO Software Inc. All Rights Reserved
Copyright © TIBCO Software Inc. All Rights Reserved