Table Of Content

Product Documentation ER/Studio Data Architect User Guide Version XE7 / 11.0 © 2015 Embarcadero Technologies, Inc. Embarcadero, the Embarcadero Technologies logos, and all other Embarcadero Technologies product or service names are trademarks or registered trademarks of Embarcadero Technologies, Inc. All other trademarks are property of their respective owners. Embarcadero Technologies, Inc. is a leading provider of award-winning tools for application developers and database professionals so they can design systems right, build them faster and run them better, regardless of their platform or programming language. Ninety of the Fortune 100 and an active community of more than three million users worldwide rely on Embarcadero products to increase productivity, reduce costs, simplify change management and compliance and accelerate innovation. The company's flagship tools include: Embarcadero® Change Manager™, CodeGear™ RAD Studio, DBArtisan®, Delphi®, ER/Studio®, JBuilder® and Rapid SQL®. Founded in 1993, Embarcadero is headquartered in San Francisco, with offices located around the world. Embarcadero is online at www.embarcadero.com. April, 2015 Embarcadero Technologies 2 C ONTENTS Introducing ER/Studio Data Architect ................................................................................. 24 Notice for Developer Edition Users ................................................................................. 24 Important Name Change Notice ..................................................................................... 24 Product Benefits by Audience .......................................................................................... 25 Overview ................................................................................................................................ 26 ER/Studio Family Products ............................................................................................ 26 Application Design ........................................................................................................ 27 Application Interface ............................................................................................................. 28 Data Model Explorer ............................................................................................................. 31 Data Model..................................................................................................................... 31 Data Dictionary .............................................................................................................. 32 Data Lineage .................................................................................................................. 33 Macros ............................................................................................................................ 34 Data Model Window ............................................................................................................. 35 Data Lineage Window ........................................................................................................... 36 Pop-up Windows ................................................................................................................... 37 Zoom Window ....................................................................................................................... 38 Overview Window ................................................................................................................. 39 Menus ..................................................................................................................................... 40 Application Menus ......................................................................................................... 40 Accessing Shortcut Menus ............................................................................................ 40 Toolbars ................................................................................................................................. 41 Moving Toolbars ............................................................................................................ 41 Undock a Toolbar .......................................................................................................... 41 Dock a Toolbar ............................................................................................................... 41 Displaying Toolbars ....................................................................................................... 41 Keyboard Commands ........................................................................................................... 42 Basic Functions .............................................................................................................. 42 Function Keys ................................................................................................................. 42 Shortcuts ......................................................................................................................... 42 Hot Keys ......................................................................................................................... 43 Full Undo Redo .............................................................................................................. 43 Status Bar ............................................................................................................................... 44 Configuring and Customizing .............................................................................................. 45 Customizing the Display of Diagrams and Objects............................................................ 46 Diagram tab ................................................................................................................... 47 Entity/Table tab ............................................................................................................. 47 Relationship tab ............................................................................................................. 48 View tab .......................................................................................................................... 48 Schema Objects tab ...................................................................................................... 49 Transformation tab ........................................................................................................ 49 Drawing Shapes tab ...................................................................................................... 49 Security Objects tab ...................................................................................................... 49 Embarcadero Technologies 3 Apply To tab ................................................................................................................... 49 Defining Model Options for the Selected Model ............................................................... 50 General Options tab ...................................................................................................... 50 Name Handling Options tab ........................................................................................ 51 Customizing Standard Model Features for New Models .................................................. 52 Application tab .............................................................................................................. 52 Logical tab ...................................................................................................................... 53 Physical tab ..................................................................................................................... 53 Name Handling tab ....................................................................................................... 54 In-Editor Naming Standards ......................................................................................... 55 Display tab ...................................................................................................................... 55 Directories tab................................................................................................................ 56 Tools tab ......................................................................................................................... 56 Diagram tab ................................................................................................................... 56 View tab .......................................................................................................................... 56 Schema Objects tab ...................................................................................................... 57 Object Types tab ........................................................................................................... 57 Object Names tab ......................................................................................................... 57 Automation Options tab ............................................................................................... 58 Data Dictionary tab ........................................................................................................ 58 Comments tab ............................................................................................................... 58 Where Used tab ............................................................................................................. 58 ERX File Import tab ........................................................................................................ 58 Undo tab ......................................................................................................................... 59 Repository Options tab ................................................................................................. 59 Automatic Naming Translation ............................................................................................ 61 Specifying the Location of Shared Data .............................................................................. 62 Changing Cursor Popup Help Options ............................................................................... 63 Data Modeling Fundamentals .............................................................................................. 64 Data Modeling Concepts ..................................................................................................... 65 The Logical Model ......................................................................................................... 65 The Physical Design ....................................................................................................... 65 Data Model Design Principals ...................................................................................... 65 The Purpose of a Data Model ....................................................................................... 65 The Relational Model .................................................................................................... 66 The Entity-Relationship Model ..................................................................................... 66 The Dimensional Model ................................................................................................ 67 Developing a Data Model .................................................................................................... 68 Starting With a Basic Data Model ................................................................................ 68 Creating a Basic Data Model ........................................................................................ 68 Reverse Engineering a Database ................................................................................. 68 Importing a File to Create a New Database ................................................................ 68 Ensuring Data Integrity .................................................................................................. 68 Automating Data Model Creation and Maintenance ................................................. 69 Fine Tuning the Data Model ......................................................................................... 69 Embarcadero Technologies 4 Securing the Data Model .............................................................................................. 69 Preparing for Review and Implementation .................................................................. 69 Maintaining the Data Model ......................................................................................... 70 Using ER/Studio Data Architect ........................................................................................... 71 Creating and Working With Data Models ........................................................................... 72 Creating a New, Blank Data Model ..................................................................................... 73 Reverse Engineering an Existing Database ........................................................................ 74 Page 1 ................................................................................................................................. 74 New Reverse Engineering Operation .......................................................................... 74 Wizard Quick Launch ..................................................................................................... 76 Page 2 ................................................................................................................................. 76 Page 3 ................................................................................................................................. 76 Page 4 ................................................................................................................................. 76 Page 5 ................................................................................................................................. 77 Notes .............................................................................................................................. 78 Specifying Application Options for Reverse Engineering ............................................. 78 MongoDB Advanced Login Options ................................................................................... 79 Authentication ................................................................................................................... 79 Connection Options .......................................................................................................... 80 Importing a Model ................................................................................................................ 81 Importing a Model from External Metadata ....................................................................... 82 Importing a Model from a SQL File ..................................................................................... 85 Importing a Model from an ERX File ................................................................................... 87 Generating a Physical Data Model ...................................................................................... 88 Creating a New Physical Model.................................................................................... 89 Using the Compare and Merge Utility ................................................................................. 90 What Can the Compare/Merge Utility Do? ..................................................................... 90 Comparing Models and Submodels ................................................................................ 92 Page 1 ............................................................................................................................. 92 Page 2 ............................................................................................................................. 93 Page 3 ............................................................................................................................. 93 Page 4 - Select Specific Model Objects ...................................................................... 95 Page 5 - Results .............................................................................................................. 95 Forcing a Match ................................................................................................................. 95 Create a new diagram with one entity called Entity1 with a primary key of A. ........ 96 Updating an Offline DBMS ............................................................................................... 99 Updating a Model or Submodel ...................................................................................... 99 Resolving and Reporting on Model Differences ........................................................... 100 Changing the Database Platform of a Model ................................................................... 102 Common Tasks .................................................................................................................... 103 Using Toolbar Tools ............................................................................................................ 104 Creating a Data Model Object ........................................................................................... 105 Moving Objects ................................................................................................................... 106 Moving Objects in the Data Model Window ............................................................. 106 Moving Data Model Objects ...................................................................................... 106 Embarcadero Technologies 5 Moving Relationship Docking Points ......................................................................... 107 Moving Data Model Objects in the Data Model Explorer ....................................... 107 Moving Objects to Different Nodes .......................................................................... 107 Moving Submodels ...................................................................................................... 107 Copying Objects.................................................................................................................. 109 Copying an Object in the Data Model Window ....................................................... 109 Copying Multiple Objects ........................................................................................... 109 Copying an Attribute ................................................................................................... 110 Copying an Object from the Data Model Explorer to the Data Model Window ... 110 Copying Objects Between Models and Submodels ................................................ 110 Resizing Objects .................................................................................................................. 112 Manually Resize Data Model Objects ........................................................................ 112 Automatically Resize Data Model Objects to Fit Text .............................................. 112 Changing Model Alignment, Distribution, and Layout .................................................... 113 Finding an Entity, Table or View ........................................................................................ 114 Locating an Object in the Data Model Window ............................................................... 115 Editing an Object ................................................................................................................ 116 Adding and Editing Object Comments ............................................................................ 117 Editing the Name of an Object .......................................................................................... 119 Deleting an Object .............................................................................................................. 120 Renaming an Object ........................................................................................................... 121 Searching for and Changing Object or Object Attribute Names ................................... 122 Creating and Editing Database Views ............................................................................... 124 Notes ................................................................................................................................ 125 Entity/Table tab ............................................................................................................... 126 Attribute/Column tab ...................................................................................................... 126 Column Alias dialog ........................................................................................................ 127 Where tab ......................................................................................................................... 127 Group By tab .................................................................................................................... 127 Having tab ........................................................................................................................ 127 DDL tab ............................................................................................................................ 127 SQL Validation dialog ..................................................................................................... 127 Options tab ...................................................................................................................... 128 Definition tab ................................................................................................................... 128 Notes tab .......................................................................................................................... 128 Where Used tab ............................................................................................................... 128 Dependencies tab ........................................................................................................... 128 PreSQL & PostSQL tab .................................................................................................... 128 Permissions tab ................................................................................................................ 128 Security Information tab .................................................................................................. 128 Attachment Bindings tab ................................................................................................ 129 Defining the Default View Settings for New Models ........................................................ 130 Customize the View Settings for a Specific Model ........................................................... 131 Creating and Editing Submodels ....................................................................................... 132 Edit Submodel tab........................................................................................................... 132 Embarcadero Technologies 6 Attributes tab ................................................................................................................... 133 Definition tab ................................................................................................................... 133 Attachment Bindings tab ................................................................................................ 133 Security Information tab .................................................................................................. 133 Notes ................................................................................................................................ 133 Synchronizing Submodels .................................................................................................. 134 Example 1 ..................................................................................................................... 134 Example 2 ..................................................................................................................... 134 Example 3 ..................................................................................................................... 134 Using the Submodel Synchronization Utility ..................................................................... 135 Page 1 ........................................................................................................................... 135 Page 2 ........................................................................................................................... 135 Page 3 ........................................................................................................................... 136 Page 4 ........................................................................................................................... 136 Notes ............................................................................................................................ 136 Copying a Database Object to a Submodel (Apply to Submodel)................................. 137 Establishing Database Security .......................................................................................... 138 Creating and Editing Database Users ............................................................................... 139 General page/tab ............................................................................................................ 139 System Privileges page/tab ............................................................................................ 140 Object Privileges page/tab ............................................................................................. 140 Dependencies page/tab ................................................................................................. 140 Definition page/tab ......................................................................................................... 140 DDL tab ............................................................................................................................ 140 Attachment Bindings tab ................................................................................................ 141 Notes ................................................................................................................................ 141 Creating and Editing Database Roles ............................................................................... 142 General page/tab ............................................................................................................ 142 System Privileges page/tab ............................................................................................ 143 Object Privileges page/tab ............................................................................................. 143 Dependencies page/tab ................................................................................................. 143 Definition page/tab ......................................................................................................... 143 DDL tab ............................................................................................................................ 143 Attachment Bindings tab ................................................................................................ 144 Notes ................................................................................................................................ 144 Associating Database Roles with New Database Users ................................................... 145 Associating Database Users with New Database Roles ................................................... 146 Changing Database Roles Associated with Existing Database Users ............................ 147 Changing Database Users Associated with Existing Database Roles ............................ 148 Granting and Revoking Permissions to Modify Database Objects ................................. 149 Comparing Models ............................................................................................................. 150 Customizing the Data Model ............................................................................................. 151 Setting Diagram Properties ................................................................................................ 152 Attachment Bindings tab ............................................................................................ 152 Setting Data Model Properties .......................................................................................... 153 Embarcadero Technologies 7 Security Information tab .............................................................................................. 153 Attachment Bindings tab ............................................................................................ 153 PreSQL & PostSQL tab ................................................................................................ 154 Name Handling tab ..................................................................................................... 154 Creating Entity Relational or Dimensional Models .......................................................... 155 What is a Dimensional Model? ................................................................................... 155 Dimensional Model Table Type Determination ........................................................ 155 Dimensional Model Table Types ................................................................................ 156 Dimensional Table Types Indepth ..................................................................................... 157 Fact ............................................................................................................................... 157 Dimension .................................................................................................................... 158 Snowflake ..................................................................................................................... 160 Bridge ........................................................................................................................... 161 Hierarchy Navigation ................................................................................................... 161 Undefined ..................................................................................................................... 161 Changing the Model Notation ........................................................................................... 162 Setting the Relationship Notation ..................................................................................... 163 IDEF1X versus IE Relationship Notation .................................................................... 163 IDEF1X Notation .......................................................................................................... 163 IE (James Marting) Notation ....................................................................................... 164 IE (Crow's Feet) Notation ............................................................................................ 165 FItered ID (Hide Foreign Keys) Notation ................................................................... 166 Changing the Relationship Notation for all Diagram Models ................................. 167 Changing the Relationship Notation for a Selected Model .................................... 167 Manipulating Relationship Lines ........................................................................................ 168 Changing the Style of Relationship Lines .................................................................. 168 Create an N Bend ........................................................................................................ 169 Straightening an N Bend ............................................................................................ 169 Change the Disposition of Relationship Lines .......................................................... 170 Changing the Model Background ..................................................................................... 171 Change the Background and Outline Colors of Existing Models and Views ................. 172 Setting Default Diagram Colors and Fonts ....................................................................... 173 Overriding Color and Font Settings for a Specific Object ............................................... 174 Change Color and Font Settings for an Entity, Table, Attribute, Column or View 174 Change Entity/Table Background and Outline Colors............................................. 175 Change the Background and Outline Colors of Views in an Open Data Model ... 175 Changing the Color of Relationships ......................................................................... 176 Change Data Model Display Preferences ......................................................................... 177 Changing Entity/Table Display Preferences ..................................................................... 178 Customizing the Layout ...................................................................................................... 179 All tabs .......................................................................................................................... 179 Disconnected tab ......................................................................................................... 179 Circular tab ................................................................................................................... 180 Hierarchical tab ............................................................................................................ 180 Orthogonal tab ............................................................................................................ 181 Embarcadero Technologies 8 Symmetric tab .............................................................................................................. 181 Tree tab ........................................................................................................................ 181 Creating and Editing Shapes ............................................................................................. 182 Shape Text tab ................................................................................................................. 182 Colors and Fonts tab ....................................................................................................... 183 Attachment Bindings tab ................................................................................................ 183 Locking Data Model Objects to a Drawing Shape ........................................................... 184 Adding and Editing Lines ................................................................................................... 185 Properties tab ............................................................................................................... 185 Attachment Bindings tab ............................................................................................ 185 Notes ............................................................................................................................ 185 Adding and Editing Title Blocks......................................................................................... 187 Adding Text Blocks ............................................................................................................. 188 Changing Data Model Layout ............................................................................................ 189 Redraw a Data Model Using Auto Layout ................................................................. 189 Notes ............................................................................................................................ 189 Enforcing Data Integrity Using Check Constraints ........................................................... 191 Checking Out a Concurrent License for Offline Usage .................................................... 192 Developing the Logical Model ........................................................................................... 193 Logical Design Concepts .................................................................................................... 194 Logical Design Documentation .......................................................................................... 195 Object Name Rules ............................................................................................................. 196 Normalization....................................................................................................................... 197 Creating and Editing Entities and Tables.......................................................................... 199 Creating and Editing Entities ............................................................................................. 200 All tabs .............................................................................................................................. 201 Attributes/Columns tab .................................................................................................. 201 Keys tab ............................................................................................................................ 201 Relationships tab ............................................................................................................. 201 Definition tab ................................................................................................................... 201 Note tab ........................................................................................................................... 201 Where Used tab ............................................................................................................... 201 User-Defined Mappings tab ........................................................................................... 202 Constraints tab ................................................................................................................. 202 Dependencies tab ........................................................................................................... 202 Permissions tab ................................................................................................................ 202 Naming Standards tab .................................................................................................... 202 Data Lineage tab ............................................................................................................. 203 Security Information tab .................................................................................................. 203 Attachment Bindings tab ................................................................................................ 203 Notes ................................................................................................................................ 203 Creating and Editing Tables ............................................................................................... 205 Columns tab ..................................................................................................................... 205 Dimensional tab ............................................................................................................... 205 DDL tab ............................................................................................................................ 206 Embarcadero Technologies 9 Indexes tab ....................................................................................................................... 206 Foreign Keys tab .............................................................................................................. 206 Definition tab ................................................................................................................... 206 Note tab ........................................................................................................................... 206 Where Used tab ............................................................................................................... 206 User-Defined Mappings tab ........................................................................................... 206 Storage tab ...................................................................................................................... 207 Dimensions tab ................................................................................................................ 207 Properties tab .................................................................................................................. 207 Partition Columns tab ...................................................................................................... 207 Distribute Columns tab ................................................................................................... 208 Distribution tab ................................................................................................................ 208 Organization tab .............................................................................................................. 208 Partitions tab .................................................................................................................... 208 Overflow tab..................................................................................................................... 208 Constraints tab ................................................................................................................. 208 Dependencies tab ........................................................................................................... 208 Capacity Panning tab ...................................................................................................... 209 Permissions tab ................................................................................................................ 209 PreSQL & Post SQL tab ................................................................................................... 209 Naming Standards tab .................................................................................................... 209 Compare Options tab ..................................................................................................... 209 Data Lineage tab ............................................................................................................. 209 Security Information tab .................................................................................................. 210 Attachment Bindings tab ................................................................................................ 210 Notes ................................................................................................................................ 210 Creating and Editing Attributes and Columns ................................................................. 212 Creating and Editing Attributes ......................................................................................... 213 Main page ........................................................................................................................ 213 Datatype tab .................................................................................................................... 214 Default tab........................................................................................................................ 215 Rule/Constraint tab ......................................................................................................... 215 Definition tab ................................................................................................................... 215 Notes tab .......................................................................................................................... 215 Where Used tab ............................................................................................................... 215 User-Defined Mappings tab ........................................................................................... 215 Reference Values tab ....................................................................................................... 216 Naming Standards tab .................................................................................................... 216 Compare Options tab ..................................................................................................... 216 Data Lineage tab ............................................................................................................. 216 Security Information tab .................................................................................................. 216 Attachment Bindings tab ................................................................................................ 216 Data Movement Rules tab .............................................................................................. 217 Notes ................................................................................................................................ 217 Creating and Editing Columns ........................................................................................... 218 Embarcadero Technologies 10

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Product Documentation ER/Studio Data Architect User Guide Version XE7 / 11.0 © 2015 Embarcadero Technologies, Inc. Embarcadero, the Embarcadero Technologies logos, and all other Embarcadero Technologies product or service names are trademarks or registered trademarks of Embarcadero Technologies, Inc. All other trademarks are property of their respective owners. Embarcadero Technologies, Inc. is a leading provider of award-winning tools for application developers and database professionals so they can design systems right, build them faster and run them better, regardless of their platform or programming language. Ninety of the Fortune 100 and an active community of more than three million users worldwide rely on Embarcadero products to increase productivity, reduce costs, simplify change management and compliance and accelerate innovation. The company's flagship tools include: Embarcadero® Change Manager™, CodeGear™ RAD Studio, DBArtisan®, Delphi®, ER/Studio®, JBuilder® and Rapid SQL®. Founded in 1993, Embarcadero is headquartered in San Francisco, with offices located around the world. Embarcadero is online at www.embarcadero.com. April, 2015 Embarcadero Technologies 2 C ONTENTS Introducing ER/Studio Data Architect ................................................................................. 24 Notice for Developer Edition Users ................................................................................. 24 Important Name Change Notice ..................................................................................... 24 Product Benefits by Audience .......................................................................................... 25 Overview ................................................................................................................................ 26 ER/Studio Family Products ............................................................................................ 26 Application Design ........................................................................................................ 27 Application Interface ............................................................................................................. 28 Data Model Explorer ............................................................................................................. 31 Data Model..................................................................................................................... 31 Data Dictionary .............................................................................................................. 32 Data Lineage .................................................................................................................. 33 Macros ............................................................................................................................ 34 Data Model Window ............................................................................................................. 35 Data Lineage Window ........................................................................................................... 36 Pop-up Windows ................................................................................................................... 37 Zoom Window ....................................................................................................................... 38 Overview Window ................................................................................................................. 39 Menus ..................................................................................................................................... 40 Application Menus ......................................................................................................... 40 Accessing Shortcut Menus ............................................................................................ 40 Toolbars ................................................................................................................................. 41 Moving Toolbars ............................................................................................................ 41 Undock a Toolbar .......................................................................................................... 41 Dock a Toolbar ............................................................................................................... 41 Displaying Toolbars ....................................................................................................... 41 Keyboard Commands ........................................................................................................... 42 Basic Functions .............................................................................................................. 42 Function Keys ................................................................................................................. 42 Shortcuts ......................................................................................................................... 42 Hot Keys ......................................................................................................................... 43 Full Undo Redo .............................................................................................................. 43 Status Bar ............................................................................................................................... 44 Configuring and Customizing .............................................................................................. 45 Customizing the Display of Diagrams and Objects............................................................ 46 Diagram tab ................................................................................................................... 47 Entity/Table tab ............................................................................................................. 47 Relationship tab ............................................................................................................. 48 View tab .......................................................................................................................... 48 Schema Objects tab ...................................................................................................... 49 Transformation tab ........................................................................................................ 49 Drawing Shapes tab ...................................................................................................... 49 Security Objects tab ...................................................................................................... 49 Embarcadero Technologies 3 Apply To tab ................................................................................................................... 49 Defining Model Options for the Selected Model ............................................................... 50 General Options tab ...................................................................................................... 50 Name Handling Options tab ........................................................................................ 51 Customizing Standard Model Features for New Models .................................................. 52 Application tab .............................................................................................................. 52 Logical tab ...................................................................................................................... 53 Physical tab ..................................................................................................................... 53 Name Handling tab ....................................................................................................... 54 In-Editor Naming Standards ......................................................................................... 55 Display tab ...................................................................................................................... 55 Directories tab................................................................................................................ 56 Tools tab ......................................................................................................................... 56 Diagram tab ................................................................................................................... 56 View tab .......................................................................................................................... 56 Schema Objects tab ...................................................................................................... 57 Object Types tab ........................................................................................................... 57 Object Names tab ......................................................................................................... 57 Automation Options tab ............................................................................................... 58 Data Dictionary tab ........................................................................................................ 58 Comments tab ............................................................................................................... 58 Where Used tab ............................................................................................................. 58 ERX File Import tab ........................................................................................................ 58 Undo tab ......................................................................................................................... 59 Repository Options tab ................................................................................................. 59 Automatic Naming Translation ............................................................................................ 61 Specifying the Location of Shared Data .............................................................................. 62 Changing Cursor Popup Help Options ............................................................................... 63 Data Modeling Fundamentals .............................................................................................. 64 Data Modeling Concepts ..................................................................................................... 65 The Logical Model ......................................................................................................... 65 The Physical Design ....................................................................................................... 65 Data Model Design Principals ...................................................................................... 65 The Purpose of a Data Model ....................................................................................... 65 The Relational Model .................................................................................................... 66 The Entity-Relationship Model ..................................................................................... 66 The Dimensional Model ................................................................................................ 67 Developing a Data Model .................................................................................................... 68 Starting With a Basic Data Model ................................................................................ 68 Creating a Basic Data Model ........................................................................................ 68 Reverse Engineering a Database ................................................................................. 68 Importing a File to Create a New Database ................................................................ 68 Ensuring Data Integrity .................................................................................................. 68 Automating Data Model Creation and Maintenance ................................................. 69 Fine Tuning the Data Model ......................................................................................... 69 Embarcadero Technologies 4 Securing the Data Model .............................................................................................. 69 Preparing for Review and Implementation .................................................................. 69 Maintaining the Data Model ......................................................................................... 70 Using ER/Studio Data Architect ........................................................................................... 71 Creating and Working With Data Models ........................................................................... 72 Creating a New, Blank Data Model ..................................................................................... 73 Reverse Engineering an Existing Database ........................................................................ 74 Page 1 ................................................................................................................................. 74 New Reverse Engineering Operation .......................................................................... 74 Wizard Quick Launch ..................................................................................................... 76 Page 2 ................................................................................................................................. 76 Page 3 ................................................................................................................................. 76 Page 4 ................................................................................................................................. 76 Page 5 ................................................................................................................................. 77 Notes .............................................................................................................................. 78 Specifying Application Options for Reverse Engineering ............................................. 78 MongoDB Advanced Login Options ................................................................................... 79 Authentication ................................................................................................................... 79 Connection Options .......................................................................................................... 80 Importing a Model ................................................................................................................ 81 Importing a Model from External Metadata ....................................................................... 82 Importing a Model from a SQL File ..................................................................................... 85 Importing a Model from an ERX File ................................................................................... 87 Generating a Physical Data Model ...................................................................................... 88 Creating a New Physical Model.................................................................................... 89 Using the Compare and Merge Utility ................................................................................. 90 What Can the Compare/Merge Utility Do? ..................................................................... 90 Comparing Models and Submodels ................................................................................ 92 Page 1 ............................................................................................................................. 92 Page 2 ............................................................................................................................. 93 Page 3 ............................................................................................................................. 93 Page 4 - Select Specific Model Objects ...................................................................... 95 Page 5 - Results .............................................................................................................. 95 Forcing a Match ................................................................................................................. 95 Create a new diagram with one entity called Entity1 with a primary key of A. ........ 96 Updating an Offline DBMS ............................................................................................... 99 Updating a Model or Submodel ...................................................................................... 99 Resolving and Reporting on Model Differences ........................................................... 100 Changing the Database Platform of a Model ................................................................... 102 Common Tasks .................................................................................................................... 103 Using Toolbar Tools ............................................................................................................ 104 Creating a Data Model Object ........................................................................................... 105 Moving Objects ................................................................................................................... 106 Moving Objects in the Data Model Window ............................................................. 106 Moving Data Model Objects ...................................................................................... 106 Embarcadero Technologies 5 Moving Relationship Docking Points ......................................................................... 107 Moving Data Model Objects in the Data Model Explorer ....................................... 107 Moving Objects to Different Nodes .......................................................................... 107 Moving Submodels ...................................................................................................... 107 Copying Objects.................................................................................................................. 109 Copying an Object in the Data Model Window ....................................................... 109 Copying Multiple Objects ........................................................................................... 109 Copying an Attribute ................................................................................................... 110 Copying an Object from the Data Model Explorer to the Data Model Window ... 110 Copying Objects Between Models and Submodels ................................................ 110 Resizing Objects .................................................................................................................. 112 Manually Resize Data Model Objects ........................................................................ 112 Automatically Resize Data Model Objects to Fit Text .............................................. 112 Changing Model Alignment, Distribution, and Layout .................................................... 113 Finding an Entity, Table or View ........................................................................................ 114 Locating an Object in the Data Model Window ............................................................... 115 Editing an Object ................................................................................................................ 116 Adding and Editing Object Comments ............................................................................ 117 Editing the Name of an Object .......................................................................................... 119 Deleting an Object .............................................................................................................. 120 Renaming an Object ........................................................................................................... 121 Searching for and Changing Object or Object Attribute Names ................................... 122 Creating and Editing Database Views ............................................................................... 124 Notes ................................................................................................................................ 125 Entity/Table tab ............................................................................................................... 126 Attribute/Column tab ...................................................................................................... 126 Column Alias dialog ........................................................................................................ 127 Where tab ......................................................................................................................... 127 Group By tab .................................................................................................................... 127 Having tab ........................................................................................................................ 127 DDL tab ............................................................................................................................ 127 SQL Validation dialog ..................................................................................................... 127 Options tab ...................................................................................................................... 128 Definition tab ................................................................................................................... 128 Notes tab .......................................................................................................................... 128 Where Used tab ............................................................................................................... 128 Dependencies tab ........................................................................................................... 128 PreSQL & PostSQL tab .................................................................................................... 128 Permissions tab ................................................................................................................ 128 Security Information tab .................................................................................................. 128 Attachment Bindings tab ................................................................................................ 129 Defining the Default View Settings for New Models ........................................................ 130 Customize the View Settings for a Specific Model ........................................................... 131 Creating and Editing Submodels ....................................................................................... 132 Edit Submodel tab........................................................................................................... 132 Embarcadero Technologies 6 Attributes tab ................................................................................................................... 133 Definition tab ................................................................................................................... 133 Attachment Bindings tab ................................................................................................ 133 Security Information tab .................................................................................................. 133 Notes ................................................................................................................................ 133 Synchronizing Submodels .................................................................................................. 134 Example 1 ..................................................................................................................... 134 Example 2 ..................................................................................................................... 134 Example 3 ..................................................................................................................... 134 Using the Submodel Synchronization Utility ..................................................................... 135 Page 1 ........................................................................................................................... 135 Page 2 ........................................................................................................................... 135 Page 3 ........................................................................................................................... 136 Page 4 ........................................................................................................................... 136 Notes ............................................................................................................................ 136 Copying a Database Object to a Submodel (Apply to Submodel)................................. 137 Establishing Database Security .......................................................................................... 138 Creating and Editing Database Users ............................................................................... 139 General page/tab ............................................................................................................ 139 System Privileges page/tab ............................................................................................ 140 Object Privileges page/tab ............................................................................................. 140 Dependencies page/tab ................................................................................................. 140 Definition page/tab ......................................................................................................... 140 DDL tab ............................................................................................................................ 140 Attachment Bindings tab ................................................................................................ 141 Notes ................................................................................................................................ 141 Creating and Editing Database Roles ............................................................................... 142 General page/tab ............................................................................................................ 142 System Privileges page/tab ............................................................................................ 143 Object Privileges page/tab ............................................................................................. 143 Dependencies page/tab ................................................................................................. 143 Definition page/tab ......................................................................................................... 143 DDL tab ............................................................................................................................ 143 Attachment Bindings tab ................................................................................................ 144 Notes ................................................................................................................................ 144 Associating Database Roles with New Database Users ................................................... 145 Associating Database Users with New Database Roles ................................................... 146 Changing Database Roles Associated with Existing Database Users ............................ 147 Changing Database Users Associated with Existing Database Roles ............................ 148 Granting and Revoking Permissions to Modify Database Objects ................................. 149 Comparing Models ............................................................................................................. 150 Customizing the Data Model ............................................................................................. 151 Setting Diagram Properties ................................................................................................ 152 Attachment Bindings tab ............................................................................................ 152 Setting Data Model Properties .......................................................................................... 153 Embarcadero Technologies 7 Security Information tab .............................................................................................. 153 Attachment Bindings tab ............................................................................................ 153 PreSQL & PostSQL tab ................................................................................................ 154 Name Handling tab ..................................................................................................... 154 Creating Entity Relational or Dimensional Models .......................................................... 155 What is a Dimensional Model? ................................................................................... 155 Dimensional Model Table Type Determination ........................................................ 155 Dimensional Model Table Types ................................................................................ 156 Dimensional Table Types Indepth ..................................................................................... 157 Fact ............................................................................................................................... 157 Dimension .................................................................................................................... 158 Snowflake ..................................................................................................................... 160 Bridge ........................................................................................................................... 161 Hierarchy Navigation ................................................................................................... 161 Undefined ..................................................................................................................... 161 Changing the Model Notation ........................................................................................... 162 Setting the Relationship Notation ..................................................................................... 163 IDEF1X versus IE Relationship Notation .................................................................... 163 IDEF1X Notation .......................................................................................................... 163 IE (James Marting) Notation ....................................................................................... 164 IE (Crow's Feet) Notation ............................................................................................ 165 FItered ID (Hide Foreign Keys) Notation ................................................................... 166 Changing the Relationship Notation for all Diagram Models ................................. 167 Changing the Relationship Notation for a Selected Model .................................... 167 Manipulating Relationship Lines ........................................................................................ 168 Changing the Style of Relationship Lines .................................................................. 168 Create an N Bend ........................................................................................................ 169 Straightening an N Bend ............................................................................................ 169 Change the Disposition of Relationship Lines .......................................................... 170 Changing the Model Background ..................................................................................... 171 Change the Background and Outline Colors of Existing Models and Views ................. 172 Setting Default Diagram Colors and Fonts ....................................................................... 173 Overriding Color and Font Settings for a Specific Object ............................................... 174 Change Color and Font Settings for an Entity, Table, Attribute, Column or View 174 Change Entity/Table Background and Outline Colors............................................. 175 Change the Background and Outline Colors of Views in an Open Data Model ... 175 Changing the Color of Relationships ......................................................................... 176 Change Data Model Display Preferences ......................................................................... 177 Changing Entity/Table Display Preferences ..................................................................... 178 Customizing the Layout ...................................................................................................... 179 All tabs .......................................................................................................................... 179 Disconnected tab ......................................................................................................... 179 Circular tab ................................................................................................................... 180 Hierarchical tab ............................................................................................................ 180 Orthogonal tab ............................................................................................................ 181 Embarcadero Technologies 8 Symmetric tab .............................................................................................................. 181 Tree tab ........................................................................................................................ 181 Creating and Editing Shapes ............................................................................................. 182 Shape Text tab ................................................................................................................. 182 Colors and Fonts tab ....................................................................................................... 183 Attachment Bindings tab ................................................................................................ 183 Locking Data Model Objects to a Drawing Shape ........................................................... 184 Adding and Editing Lines ................................................................................................... 185 Properties tab ............................................................................................................... 185 Attachment Bindings tab ............................................................................................ 185 Notes ............................................................................................................................ 185 Adding and Editing Title Blocks......................................................................................... 187 Adding Text Blocks ............................................................................................................. 188 Changing Data Model Layout ............................................................................................ 189 Redraw a Data Model Using Auto Layout ................................................................. 189 Notes ............................................................................................................................ 189 Enforcing Data Integrity Using Check Constraints ........................................................... 191 Checking Out a Concurrent License for Offline Usage .................................................... 192 Developing the Logical Model ........................................................................................... 193 Logical Design Concepts .................................................................................................... 194 Logical Design Documentation .......................................................................................... 195 Object Name Rules ............................................................................................................. 196 Normalization....................................................................................................................... 197 Creating and Editing Entities and Tables.......................................................................... 199 Creating and Editing Entities ............................................................................................. 200 All tabs .............................................................................................................................. 201 Attributes/Columns tab .................................................................................................. 201 Keys tab ............................................................................................................................ 201 Relationships tab ............................................................................................................. 201 Definition tab ................................................................................................................... 201 Note tab ........................................................................................................................... 201 Where Used tab ............................................................................................................... 201 User-Defined Mappings tab ........................................................................................... 202 Constraints tab ................................................................................................................. 202 Dependencies tab ........................................................................................................... 202 Permissions tab ................................................................................................................ 202 Naming Standards tab .................................................................................................... 202 Data Lineage tab ............................................................................................................. 203 Security Information tab .................................................................................................. 203 Attachment Bindings tab ................................................................................................ 203 Notes ................................................................................................................................ 203 Creating and Editing Tables ............................................................................................... 205 Columns tab ..................................................................................................................... 205 Dimensional tab ............................................................................................................... 205 DDL tab ............................................................................................................................ 206 Embarcadero Technologies 9 Indexes tab ....................................................................................................................... 206 Foreign Keys tab .............................................................................................................. 206 Definition tab ................................................................................................................... 206 Note tab ........................................................................................................................... 206 Where Used tab ............................................................................................................... 206 User-Defined Mappings tab ........................................................................................... 206 Storage tab ...................................................................................................................... 207 Dimensions tab ................................................................................................................ 207 Properties tab .................................................................................................................. 207 Partition Columns tab ...................................................................................................... 207 Distribute Columns tab ................................................................................................... 208 Distribution tab ................................................................................................................ 208 Organization tab .............................................................................................................. 208 Partitions tab .................................................................................................................... 208 Overflow tab..................................................................................................................... 208 Constraints tab ................................................................................................................. 208 Dependencies tab ........................................................................................................... 208 Capacity Panning tab ...................................................................................................... 209 Permissions tab ................................................................................................................ 209 PreSQL & Post SQL tab ................................................................................................... 209 Naming Standards tab .................................................................................................... 209 Compare Options tab ..................................................................................................... 209 Data Lineage tab ............................................................................................................. 209 Security Information tab .................................................................................................. 210 Attachment Bindings tab ................................................................................................ 210 Notes ................................................................................................................................ 210 Creating and Editing Attributes and Columns ................................................................. 212 Creating and Editing Attributes ......................................................................................... 213 Main page ........................................................................................................................ 213 Datatype tab .................................................................................................................... 214 Default tab........................................................................................................................ 215 Rule/Constraint tab ......................................................................................................... 215 Definition tab ................................................................................................................... 215 Notes tab .......................................................................................................................... 215 Where Used tab ............................................................................................................... 215 User-Defined Mappings tab ........................................................................................... 215 Reference Values tab ....................................................................................................... 216 Naming Standards tab .................................................................................................... 216 Compare Options tab ..................................................................................................... 216 Data Lineage tab ............................................................................................................. 216 Security Information tab .................................................................................................. 216 Attachment Bindings tab ................................................................................................ 216 Data Movement Rules tab .............................................................................................. 217 Notes ................................................................................................................................ 217 Creating and Editing Columns ........................................................................................... 218 Embarcadero Technologies 10

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ER/Studio Data Architect. User Guide. Version XE7 / 11.0 Reverse Engineering 78. MongoDB Advanced Login Options .
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