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Ian Mitchell

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Making EA friendly for new users
« on: March 02, 2020, 10:44:43 pm »
Does anyone have a guide to ‘Making EA friendly for new users’ ?
There are lots of bits of EA which can be turned off, and some things we can setup for them, which can make the experience for new users simpler and less frightening, but I have never seen them all in one place.

Maybe this thread would be a good place to put such a list? (If people are prepared to add ideas, then I will promise to present it at the next EAUG in the UK)
My starter set is:
1.   Reduce the modelling languages available: Specialize/ Manage Tech / un-tick everything, then just tick any that users need. Maybe even remove them from the list… I see loads of users where everything is ticked.

2.   Remove any top-level menus/ribbons that user don’t need, such as the ‘Simulate’, Construct and Execute menus: Start / Workspaces / My ribbon sets / un-tick the ones you don’t want, or even sub-menus you don’t need. Many users never use these areas,  and it's just more visual clutter, and more places to look.

3.   Give users an initial diagram, which is their default, when will appear when they first login, showing them where to find more information. Start / Workspaces / Model places…

These are just my top 3 - any more out there ?
Ian Mitchell, Designer, eaDocX


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www.theartfulmodeller.com

KP

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Re: Making EA friendly for new users
« Reply #1 on: March 03, 2020, 08:56:19 am »
1.   Reduce the modelling languages available: Specialize/ Manage Tech / un-tick everything, then just tick any that users need. Maybe even remove them from the list… I see loads of users where everything is ticked.

Good idea but I think it is better achieved by use of perspectives. Leave all technologies enabled and create a custom perspective for the subset of technologies that the user uses. I personally haven't disabled a technology since EA15 was released.


Won't chip in because: change won't happen.

While I don't accept the premise of your comment, I don't think Ian is asking for change; he's asking for advice.
« Last Edit: March 03, 2020, 09:07:52 am by KP »
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Sunshine

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Re: Making EA friendly for new users
« Reply #2 on: March 03, 2020, 09:12:53 am »
Yes EA can be a bit daunting for new users.
Identifying the type of users and using perspectives/workspaces to help is the way to go in my opinion.
For navigation in large models I've created a start page that has navigation cells to help them find the area in the model they need to work.
We've also used model views to help too for certain users.
Also found that catalogue of view points examples is useful too.
« Last Edit: March 03, 2020, 09:15:30 am by Sunshine »
Happy to help
:)

Glassboy

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Re: Making EA friendly for new users
« Reply #3 on: March 03, 2020, 09:48:29 am »
Sure. It's just me... I'd ask for change. A tool should be right from the beginning. A car dealer would not sell cars with handbrakes stripped down by cable ties so you have to cut them before driving. Why is Ian asking "Make EA user friendly"? Because it is not user friendly. Simple, isn't it?

That's the thinking that gave us Windows 8 and Windows 10. 

Ian Mitchell

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Re: Making EA friendly for new users
« Reply #4 on: March 03, 2020, 07:47:37 pm »
Just to be 100% clear, this posting is not trying to make a point.
About anything.
I'm just looking for ideas, maybe simple 'the product already does this' , or best practice 'we tried this, and it worked well'.
What I'd like is maybe a checklist for me when I setup a new model for someone, so I don't forget stuff.

And Q - please only respond with ideas. I think we know your general views....
Ian Mitchell, Designer, eaDocX


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Typia

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Re: Making EA friendly for new users
« Reply #5 on: March 03, 2020, 09:48:54 pm »
Hi Ian,
i'm exactly in the same board as you.
We want to limit the Enterprise Architect use to UML modeling at the moment, as other tools are used for other domains.
We try to set up some kind of sample model which would be initialized with the good perspectives, auditing enabled and a few other options.
Let me know if you find a solution.

Many thanks

Ian Mitchell

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Re: Making EA friendly for new users
« Reply #6 on: March 19, 2020, 07:40:22 pm »
Thanks @KP - I agree that Perspectives have improved things, but I'd like to understand how things work for those who are stuck on versions <15.
Any more ideas people ?
Ian Mitchell, Designer, eaDocX


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adepreter

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Re: Making EA friendly for new users
« Reply #7 on: March 23, 2020, 03:25:16 am »
Hello Ian,
Here are some resources for "Making EA friendly for new users".

These documents are not specific to Labnaf. They explain how Labnaf does it and how you can further customize.

First this document called "OPTIMIZING EA’S USER INTERFACE FOR LABNAF"
"https://www.labnaf.one/ln-content/EndUserMaterial/02_00/Labnaf_AddIn/Optimizing%20EA's%20User%20Interface%20for%20Labnaf.pdf"

There is also this earlier article called " Tailoring and Deploying a Sparx Enterprise Architect Configuration
"https://www.labnaf.one/2018/10/15/tailoring-and-deploying-a-sparx-enterprise-architect-configuration/"


To make it REALLY simple you can use Labnaf itself:
   1) When Labnaf Lite (free version for average size projects) gets installed, it automatically simplifies the EA user interface for Strategy & Architecture work. It also provides an adequate workspace layout
   
   2) If you want further customization, see also the video on the Labnaf Channel: "How to Customize the Labnaf Language and Metamodel" (in a few clicks): https://www.youtube.com/watch?v=r4j0h0V5vzQ
   
To learn what Labnaf is about, watch this video: https://www.youtube.com/watch?v=2RMBnWXcF8A


timoc

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Re: Making EA friendly for new users
« Reply #8 on: March 26, 2020, 05:14:51 am »
Does anyone have a guide to ‘Making EA friendly for new users’ ?
There are lots of bits of EA which can be turned off, and some things we can setup for them, which can make the experience for new users simpler and less frightening, but I have never seen them all in one place.

Maybe this thread would be a good place to put such a list? (If people are prepared to add ideas, then I will promise to present it at the next EAUG in the UK)
My starter set is:
1.   Reduce the modelling languages available: Specialize/ Manage Tech / un-tick everything, then just tick any that users need. Maybe even remove them from the list… I see loads of users where everything is ticked.

2.   Remove any top-level menus/ribbons that user don’t need, such as the ‘Simulate’, Construct and Execute menus: Start / Workspaces / My ribbon sets / un-tick the ones you don’t want, or even sub-menus you don’t need. Many users never use these areas,  and it's just more visual clutter, and more places to look.

3.   Give users an initial diagram, which is their default, when will appear when they first login, showing them where to find more information. Start / Workspaces / Model places…

These are just my top 3 - any more out there ?

0. Make a workflow that makes sense to you. Then document it, as *you* will be supporting it!
1. Turn on model security to enforce users and role permissions
2. Define portals and workspaces per role.
3. Make workflow documentation about your role specific implementation.
4. Get Geerts EA validator and tune it to deliver consistency reports on your workflow.
5. Make some reports on your model with the status/states that you would like to see, on the assumption that a bunch of untrained users will stomp all over your interpretation/model/ or EA verterans will make their own (for them superior) submodels (because of course they know better than you, and they can)
6. Roll out access to your model with training about the above
7. GOTO 2. or 0.

This is my current understanding of the workflow.

Any/all of the workflow defaults in EA *must* be considered as undocumented/undocumentable/unsupported pseudo-examples designed to lure you in with the assumption the documentation for them exists somewhere. It does not. Its not for nothing that every guide i have ever seen about delivering/supporting EA for users has a first step which is something like 0-3 in the workflow above.

If there is a Sparx document on these features (that makes sense, and is not an EA based publish->dump of the manual) i have yet to find it.

While i have no interest in, links to, idea of, care for, stock in, or bad words to say about "adepreter's libnaf" (or any of the other EA based off the shelf models like arc42) - they at least are well documented in their use and have user support - because they have already done steps 0-7.



adepreter

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Re: Making EA friendly for new users
« Reply #9 on: April 01, 2020, 06:01:49 am »
If you want to make sure all the concepts, guidelines, are interrelated, zoomable etc... you can model these.

Example:
https://www.labnaf.one/ln-content/EndUserMaterial/02_00/guidance/index.html