Tools for Traceability

in Enterprise Architect

Webinar May 2013

Mr Scott Hebbard, Communications Manager at Sparx Systems, demonstrates how to use a variety of traceability tools in Enterprise Architect. Learn how to:

  • Describe, capture and understand relationships.
  • Record and track changes.
  • Leverage Model Search capabilities.

Explore the Model

We have provided a copy of the Enterprise Architect model that was used in the webinar.

Download: Webinar.eap

Questions from the Audience

Questions & Answers

Q: What version of Enterprise Architect did you use in this presentation?

A: Enterprise Architect 10.0, Build 1007

Q: What other Strategic Models are available within Enterprise Architect?

A: Enterprise Architect offers the following Strategic Models:
  • Organizational Chart
  • Flowchart
  • Value Chain
  • Balanced Scorecard
  • Strategy Map
  • Decision Tree.
For more information about strategic models please see our Strategic Modeling Quick Start Guide

Q: Is it possible to trace requirements to artifacts that sit outside of the model repository?

A: Yes. You can use the Files tab in Element Properties dialog to establish links to external artifacts, such as a website or office document. Our Requirements Traceability video demonstration provides an example.

Q: The example shown in the Webinar used CRUD text overlays. Is it possible to use other text combinations?

A: Yes. You define the actual values that are entered and displayed within the Relationship Matrix. So the characters can refer to whatever interpretation of CRUD your organization uses or another standard set of indicators such as BREAD (browse, read, edit, add, delete ), or your own custom set of indicators such as M for Modified or A for approved. You also have the ability to specify if the values are mutually exclusive.

Q: Can you please summarize the Traceability Window? What do the icons etc. represent?

A: The Traceability Window shows you how elements are connected and how they influence each other. The Traceability toolbar allows you to quickly locate and discover details about a given element in the Traceability Window. It also helps you to filter which relationship types are displayed, making it easier to find elements of interest quickly. Here is a description of each icon (in order, left to right):
  1. Locate Element
  2. Related Element Properties
  3. Find Element Usage (in diagrams)
  4. Control which relationship types and corresponding elements are displayed
  5. Context sensitive help.

Q: Can we have a copy of the model used for this presentation?

A: Yes. Here it is

Q: Context Filter looks great, how do you turn it on?

A: Here's an excerpt from the help topic:

Right-click diagram background | Context Filtering, Or
Diagram Filters window | right-click background | Context Filtering, Or
Diagram Format Toolbar | Context Filter icon

Q: Is it possible to export the relationship matrix (e.g. CSV, RTF)?

A: Yes. The screen below shows how to export a Relationship Matrix as a CSV file. A Relationship Matrix can also be printed or exported as an image, for inclusion in reports and other documentation. For more information on exporting the Relationship Matrix, please see the Relationship Matrix Options help topic.

Q: How is diagrammatic traceability information generated, automatically or manually?

A: The demonstration used the Insert Related Elements dialog to help construct a Traceability diagram from scratch - some manual work was involved. The Traceability Window, however, automatically displays all relationships for a given element. You can modify the output of the Traceability Window to only show certain relationships. Information in the Traceability Window can also be used to help create your own custom Traceability diagrams.

Q: Do the Traceability tools in Enterprise Architect include BPEL/BPMN diagrams too?

A: Yes. The example showed a link to a business process, but you can also include a link to Use Cases, Test Cases, Structured Scenario steps, BPEL diagrams and much more.

Q: What are Profiles in the Relationship Matrix > Options view? Can I save the relationship configuration?

A: Yes. You can save a particular configuration of the Relationship Matrix and it is the Relationship Matrix Profiles that allow you to do that. Each configuration that you save becomes a named profile in the matrix, which you can invoke later. This makes it easy to monitor changes to relationships between packages over a period of time. See the Enterprise Architect User Guide for more information on creating Matrix Profiles.

Q: Are there any more basic "How-To" tutorials on setting up traceability linkage?

A: The following two video demonstrations on traceability will be of interest:
  1. Traceability within Enterprise Architect
  2. Requirements Traceability

Q: How do I include traceability information in my reports?

A: You can include results from the Relationship Matrix in generated Rich-Text Format (RTF) reports, by adding an appropriate section for the Relationship Matrix in your Package template. More information is available in the Enterprise Architect User Guide.

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