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Managing Perspectives

Whilst there is a huge range of Perspectives provided in Enterprise Architect, you might decide to create others more specifically tailored to your area of work. Equally, you might prefer to filter this wide range of available Perspectives so that only those you are likely to use are made visible. The methods for tailoring Perspectives to match your work environment are described here.

Access

The access options display the 'Perspective Sets' dialog, through which you can both filter the existing Perspectives and create customized Perspectives.

Showing the full list of perspective sets in Sparx Systems Enterprise Architect.

Ribbon

Start > View > Perspective > Customize List of Available Perspectives

Design > Diagram > Insert > 'Hamburger' icon > Manage > Customize

Other

(Top right corner of screen) > Choose perspective button. > Manage > Customize

Filter Perspectives Listed

When the 'Perspective Sets' dialog displays, it defaults to the 'Global Perspectives' tab. You use this tab to exclude Perspectives - or even whole categories of  Perspective - from display in the Model Wizard and Choose perspective button. selection lists.

If you want to exclude a complete category of Perspectives, deselect the checkbox against that category in the 'Perspective Sets' panel.

Otherwise, if you want to just exclude individual Perspectives, click on the parent Perspective Set name and deselect the checkbox against the Perspective name in the 'Perspectives' panel. In this illustration, the CMMN and Erikson-Penker Model Perspectives have been excluded from display.

Showing how to exclude perspectives from a perspective set in Sparx Systems Enterprise Architect.

Note that if you exclude a category of Perspectives, the checkboxes against the individual member Perspectives remain selected. However, the Perspectives do not show in the selection lists of Perspectives.

If you decide to show any excluded Perspectives again, return to the dialog and select the appropriate checkboxes. Alternatively, to show all excluded Perspectives again, either:

  • Click on the Reset button on the 'Perspective Sets' dialog, or
  • Click on the Choose perspective button. button and select the 'Manage > Show All Perspectives' option

Create Custom Perspective

On the 'Perspective Sets' dialog, click on the 'My Perspectives' tab.

Showing the table in which personal custom perspectives are created in Sparx Systems Enterprise Architect.

Step

Action

See also

1

Click on the New button. The 'Select MDG Technologies' dialog displays.

Selecting MDG Technologies while creating custom perspectives in Sparx Systems Enterprise Architect.

2

In the 'Set Name' field, type a name for the custom Perspective. Then select the 'Add' checkbox against each MDG Technology to make visible.

You can click on the All button and then deselect the checkbox against each Technology to hide, or click on the None button to clear all selected checkboxes and then re-select those against Technologies you want to keep visible.

If you want to group your selections by Technology, click on the 'Group Categories by Technology' checkbox.

3

When you have added the necessary Technologies to the Perspective, click on the OK button. The Perspective name displays in the 'Create Perspective' panel, and the Technologies in the Perspective are listed in the 'MDG Technologies' panel in alphabetical order.

Notice that all buttons at the bottom of the window are now enabled.

Showing a newly created custom perspective in Sparx Systems Enterprise Architect.

4

If you prefer to:

  • List the Technologies in the Perspective in a different sequence, click on each Technology name in turn and use the green Up Arrow button and Down Arrow button to move the Technology name to the correct position in the sequence
  • Remove a Technology from the Perspective, click on the Technology name and click on the X button to redisplay the 'Select MDG Technologies' dialog, listing just the Technologies that are in the Perspective; clear the 'Add' checkbox against the Technology to be removed, and click on the OK button
  • Add another Technology to the Perspective, click on the + button to redisplay the 'Select MDG Technologies' dialog, listing the Technologies that are not already in the set; select the 'Add' checkbox against the required Technology, and click on the OK button

5

Click on the Save button and, if you have finished setting up or changing a Perspective, click on the Close button.

Revert to General Pattern Lists

If you have been working within a specialized Perspective, such as SIMF or a customized Perspective, and you want to return to a non-specific environment, simply select the 'Start > View > Perspective > Clear Current Perspective' ribbon option.

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