Create A System Landscape Diagram

This tutorial provides you with the essential information on how to create a system landscape diagram for management reporting.

On Dragon1 you can create static and dynamic visualizations (such as landscapes and diagrams). To create a static visualization you just need to draw the view you want in the Visual Designer.

In this tutorial we show you how to create a dynamic visualization, where the color of the systems changes depending on the completion status data of the systems.

Tutorial

To create a system landscape:

  1. Collect Data
  2. Enter Data
  3. Create a Model
  4. Create Views
  5. Create a Visualization Template
  6. Generate the System Landscape Diagram
  7. Add Popup Dialog Boxes
  8. Add Click Through Action
  9. Publish in the Content Viewer
  10. Export and Print
  11. Stakeholder Review
  12. See Impact of Change

The steps above are now detailed here below:

1. Collect your Data

First define what type of decisions or insights and overview the system landscape should give.

To create a useful System Landscape you, at least, need data on Domains, Systems, Project Time Lines and Completion Status of the projects.

Now collect this data you need to enter on Dragon1: Talk with your stakeholders and export data from asset systems and bring it all together in, for instance, a spreadsheet.

SystemsDomainsSub DomainsProjectsProject StartProject Deadline% Completed on 1 Jul 2016Completion Status SystemDependencies
eProcProcurementStocksProject 111 Dec 20141 Jan 2017100%CompletedNeeds system InSurf
SalesForceSalesB2CFuture Ready20 May 20151 Jan 201730%Work in ProgressNeeds SAP
SAPFinanceMajor AccountsClearing5 Jun 20131 Jan 201795%Almost CompletedNone
InSurfServicesOnline ServicesCustomer First1 Jan 201718 Aug 201650% Work in ProgressNeeds SalesForce
MS DEVDevelopmentSAASDevOps3 Feb 20151 Jan 201710%Initial Parts ReadyNeeds SalesForce


2. Enter your Data

Enter your data on domains, systems, projects and completion status in the Architecture Repository or in the Visual Designer.

In the Architecture Repository you have more control over storing data in your Cabinets (repositories). And you can enter the data manually or via the Import module.

To enter data manually:

  • Startup The Architecture Repository or Visual Designer
  • Create or Open a Cabinet
  • Create or select a Dossier
  • Create or select a Folder
  • Click an entity in the Insert Entity or Draw Entity Drop down menu
  • In the Visual Designer: Click Edit in the Button Bar to get the New Edit Dialog for the inserted entity. In the Architecture Repository it will automatically appear after clicking Insert.
  • Enter a name, title and description on the Identity TAB in the New Edit Dialog. Optionally enter a bitmap image on the information TAB. Click OK.

This is a screenshot showing you a default structure for entering data and some entered data of the above presented table.

Take a look in the Playground for an example of the entered data.

Here you will see a list of domains where the data has been entered neatly.

3. Create a Model

Later on we want to create a visualization that gives insights and overview based on data and relationships. We have to create these relationships first. A model is a set or related entities, so we first have to create a model.

To create a model using the data entered:

  • Startup the Visual Designer
  • Open the Cabinet with your data in it
  • Create a folder for the model
  • Click Insert Model on the Button Bar
  • You see the model added in the Explorer Treeview
  • Select the model and Click Edit in the Button Bar
  • Give a name to the model and title, description and image. Click OK
  • Keep the Model selected and go to the folders where you have entered your data (by expanding only, not selecting the folder or items).
  • Now Drag every entity from the treeview onto your canvas. Every time the application will say the entity is added to the model.
  • Optionally add other elements like a title or other things to the model if you like. Drag the Abc shape from the left bottom panel to place a text on your model canvas.
  • If you select a shape on the canvas, you will see the smart tools. Select the connection drawing tool and draw a connection from one shape to another shape.
  • To add text to the connection, simply click the black wheel when hovering over a connection. Next go to the Inspector and expand the Connection Attributes panel and enter text in the Connection Text field and press TAB.
  • Be sure to regularly save your model and create new version of it.
  • If you change the publication status of the model to published in the New Edit Dialog, colleagues can collaborate with you on the model.

Here is an example of some of the entities drag onto the model canvas.

4. Create Views

If you have one model with several classes of entities, like domain, stakeholder, process and application, you can already create many different views from that model.

For instance a view with only the stakeholders, the processes and the applications, or per domain a view with the stakeholder, processes and applications for that view.

To create a view:

  • Go to the Visual Designer
  • Select a folder
  • Insert a view
  • Give the view a name and click OK
  • Select the view in the Explorer Treeview and Click the Edit button in the Button Bar
  • Select the model you wish to use in the view on the Identity TAB below.
  • Go to the behavior TAB
  • Fill in a rule for the view, like this:
    • Rule Event: onload
    • Rule Condition: Entityclass=*
    • Rule Action: show(name)
  • Click OK to save the view
  • Instead of * you can use the name of your Entityclass, like: Entityclass=Process.
  • If you select the view again in the Explorer, you will see it interprets the rule you configured.

5. Create a Visualization based on a Template

To create a visualization based on a template:

  • Go to the Explorer Treeview
  • Select a folder
  • Insert a visualization
  • Give the visualization a name
  • Select the visualization in the Explorer Treeview. In fact you are now looking at the canvas of the visualization
  • Select a template from the templates menu. Click for instance on 'Architecture View Layout'. And click on generate in the dialog
  • After some seconds (2 or 3) you will see the template appear.
  • Now you can visualize anything on the template or change shapes of the template.

If you want the shapes, that are shown via Visual Items, to have a certain color or opacity or position because of an attribute value (like costs or owner or so), you insert another visual item for that (this visual item we call the indicator). Give the Visual Item a name containing the word indicator and configure a rule telling to have the shapes turn color on an attribute value. By naming the visual item indicator, it will now add shapes on the canvas but use the shapes put on there by other visual items. We also have the indicator as separate visual item available in the Archifact drop down menu.

Indicators are often used to show completion status with text or colors and or dialog information.

6. Generate the System Landscape Diagram

To generate the System Landscape Diagram:

  • Select the Visualization in the Explorer Treeview
  • Insert a Visual Item on the Visualization Canvas
  • Select the Visual Item in the Explorer Treeview
  • Enter the ID of the view in the reference field. Look up the ID by doing a mouse over of the leaf of the view in the Explorer Treeview).
  • Enter the same rule as you have done in the View on the behavior tab.
  • Enter a width and height for the shapes on the Style TAB
  • Click OK to save your Visual Item
  • Now switch to NORMAL model or PRESENTATION mode and see how the Visual Item or the visualization shows the interpreted rule.

7. Add Popup Dialog Boxes

You can have popup boxes showing background information of the Entity classes or shapes.

To add popup boxes:

  • Select a model in the Explorer Treeview
  • Select a shape in the model
  • Expand the Text Attributes panel
  • Enter a description (at minimum) and enter an image URL
  • Click OK to save the changes
  • Now expand the Page Attributes panel
  • Select the dialog box option 'User Info'
  • Switch to NORMAL mode or PRESENTATION
  • Now on mouse over a popup dialog will be generated if at least the description of the entity class in the model has been filled.

8. Add Click Through Actions

To add a click through action to the systems landscape:

  • Look up the Id of the model, view or visualization you want to go to after clicking on a shape.
  • Select a shape in the visualization
  • Expand the Text Attributes panel
  • Enter the Id in the Link URL field
  • Save your changes to the visualization
  • Switch to NORMAL model or PRESENTATION mode
  • Go to a shape and click on it. If you have filled in a correct Link URL you will be forwarded to that model, view or visualization.

9. Publish in the Content Viewer

To publish the system landscape diagram in the Content Viewer or on a Watch page:

  • Click on the blue Share button in the Button Bar just above the visualization canvas.
  • Enter a name for the visualization and publication status public or worldwide.
  • If you want the visualization to be published in a channel, you fill in a channel name. If you do not choose for the above option the visualization will only be accessible in the Content Viewer and findable in the Search.
  • Click OK to share the visualization.
  • Go to the content viewer to look at your visualization.

10. Print and Export

To print and export your visualization:

  • Click on the Print link in the Canvas Toolbar.
  • Click right mouse button to get a print menu from the browser.
  • Choose Print
  • In the print menu choose pdf to create a pdf export of the visualization
  • Choose a printer to print out the visualization.

11. Review by Stakeholder

If you want a stakeholder to review your system landscape diagram, he or she only needs to click on Add Comment, to add a comment to the visualization. You as creator can process the comments and delete them. If a stakeholder has subscribed to the visualization, he or she will receive an email upon changes made to the visualization.

In the Content Viewer there is also a button to show a dialog with the latest Updates and Changes to a visualization.

Even if you do many changes to a visualization, only one email will be send to a person on a day for a visualization.

12. See Impact of Change

To see the impact of change in the Content Viewer, switch on the trace option. If you do a mouse over on a shape, the shapes that are related are lighted up.