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Document Options
When defining the contents of your document, you can set a wide range of options for selecting the reported items by type and property, and you can organize the information within each type in order of position in the Browser window or by created or modified date. These document options are provided in two different ways:
- On the 'Options' page on the 'Generate Documentation' dialog, to be set for a specific instance of a report; the options are reset when you exit the dialog or select a different template
- On panels on the 'Document Options' dialog, to be configured in a template as the default settings to be applied to every report generated using that template; these settings can be overridden by the 'specific instance' settings on the 'Generate Documentation' dialog
The listed options are the same for both dialogs, except that the 'Document Options' dialog:
- Includes the 'Exclude Filters', 'Element Filters' and 'Other Filters' pages from the 'Generate Documentation' dialog
- Includes the 'Custom Query' page (for 'Template Fragments')
- Does not provide these options (as found on the 'Options' page of the 'Generate Documentation' dialog):
- The
- The 'Disable large OLE file support' option
- The 'Insert page breaks when generating a Master Document' option
- The 'Indent Linked Document Headings' option
- The 'Hide diagram borders' option
- The 'Hide non-printable objects' option
Access - 'Generate Documentation' dialog
Display the 'Generate Documentation' dialog, then select the 'Options' page
Ribbon |
Publish > Model Reports > Report Builder > Generate Documentation > Options |
Keyboard Shortcuts |
| Options |
Access - Template Editor 'Document Options' dialog
Display the Document Template editor window, select a template, then display the 'Document Options' dialog.
Ribbon |
Publish > Model Reports > Templates : select a particular template > (toolbar icon) |
Options
Field |
Action |
See also |
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Packages by |
Click on the drop down arrow in the first field and select to organize Packages in the generated documentation by Name, Tree Order, Modified Date or Created Date. Click on the drop down arrow in the second field and select to list the Packages in either Ascending or Descending order. |
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Elements by |
Click on the drop down arrow in the first field and select to organize elements in the generated documentation by Name, Tree Order, Modified Date or Created Date. Click on the drop down arrow in the second field and select to list the elements in either Ascending or Descending order. |
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Diagrams by |
Click on the drop down arrow in the first field and select to organize diagrams in the generated documentation by Name, Tree Order, Modified Date or Created Date. Click on the drop down arrow in the second field and select to list the diagrams in either Ascending or Descending order. |
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Hide 'note-less' elements |
Select this checkbox to exclude all elements without notes from the documentation. |
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Propagate Package Filters |
Select this option to apply a top-level Package filter to all child templates and fragments, overriding any filters set on those child templates. |
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Hide 'note-less' connectors |
Select this checkbox to exclude all connectors without notes from the documentation. |
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Hide <Anonymous> elements |
Select this checkbox to hide anonymous elements in the documentation. |
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Disable large OLE file support |
Select this checkbox to disable support for large Object Linking and Embedding (OLE) files. |
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Use style defined in template for notes |
Select this checkbox to override the character formatting specified in your 'Notes' fields with the formatting set for the field in the template. |
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Insert page breaks when generating a Master Document |
Select this checkbox to insert a page break after each Model Document in a Report Package. |
Virtual Documents |
Include child elements even if the parent element is filtered out |
Select this checkbox to document all child elements that are not otherwise filtered out by the restrictions, even if the parent elements are filtered out. |
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Indent Linked Document Headings |
Select this checkbox to adjust the heading levels of any Linked Document included in the report so that they match the heading levels of the report. The adjustment is made on the assumption that the first heading level in the Linked Document starts at 1. |
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Hide Diagram Borders |
Select this checkbox to hide the diagram frame on all diagrams included in the generated document. When selected, this option overrides the 'On Saved Images' checkbox on the 'Start > Desktop > Preferences > Diagrams' page. |
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Hide non-printable objects |
Defaults to selected to hide all objects that have been flagged as non-printable, in any diagrams in the report. Objects are flagged as non-printable through the element context menu on a diagram. To show the non-printable objects in this report, deselect the checkbox. |
Element Context Menu Operations Non-printable Elements |
Show status colors |
Select this checkbox to display the status colors of each object in any diagrams in the report, regardless of the settings of the 'Show status colors on diagrams' option on the 'Objects' page of the 'Preferences' dialog. |
Object Display Options Diagram Appearance Menu |
Convert Element hyperlinks to Help hyperlinks |
Select this checkbox to covert hyperlinks in the element Notes to hyperlinks between document sections, when the document is generated using the template. |
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No bookmarks |
Select this checkbox to prevent document bookmarks from being inserted into the generated document. |
Document Bookmarks |
Skip root package |
Select this checkbox to exclude the parent Package from the documentation and include only the child Packages. |
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Diagram Format |
Click on the drop-down arrow and select the diagram format for the images included within the documentation; either Metafile or Bitmap. |
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Adjust Heading Levels |
Click on the drop-down arrow and select the lowest heading level that can be generated for nested sub-Packages in the document The Document Generator reproduces heading levels down to the value you set; for example, if you have four nested levels of sub-Packages and you set this field to:
The field defaults to Heading 9 to accommodate the maximum number of levels of nested sub-Packages. |
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Switch generator |
Click on this button to switch from this 'Generate Documentation' dialog (the Enhanced Template Driven Generator) to the 'Rich Text Format Report' dialog (Legacy Generator). This button is not available if you displayed the dialog from the Diagram List, Package Browser or Model Search. |
The Legacy RTF Report Generator |
Only include objects |
elements according to the date they were created or last modified. In the:
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Where Package Phase |
elements according to the value of the Package 'Phase' field. In the first field click on the drop-down arrow and select the qualifier, and in the second field type the required phase (or leave the default value 'All'). |
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With element status |
elements according to status. In the first field, click on the drop-down arrow and select the qualifier ('like', 'not like', 'in', 'not in') and in the second field type the value to be used. Values should be enclosed in quotes; for example: "Proposed". If you type more than one value, separate them with a comma; for example: "Proposed", "Implemented" |
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Connector Direction |
Click on the drop-down arrow and select the connector direction to include only connectors having that direction. If you select 'Both', the connector is documented twice; once for the source element and once for the target. For the remaining two values, the connector is documented only for the source or target element, as appropriate. |
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Except where Query excludes Package |
This option excludes the selected Package or a child Package from the report, where that Package is specifically identified by a Custom SQL Query or a Custom Script. Click on the appropriate radio button for the type of query and:
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Exclude Package Query and Script |