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Working with Data Models › Naming Standards › Import from a Previous Version

Import from a Previous Version

If you have created naming standards for a previous version of erwin DM, you can import them to an NSM Option object. You import a .NSM file.

Follow these steps:

  1. Expand the Model Explorer, right-click Naming Standard and click New.

    A new Naming Standard object is added.

  2. Right-click the new object (or an existing object) and click Properties.

    The Naming Standard Editor appears.

  3. Click Import Other.
  4. Select the .NSM file and then click Open.

    The NSM file is displayed as a new Naming Standard object. The standards for Logical and Physical models are displayed in the respective tabs. The glossary words and corresponding abbreviations are displayed in the Glossary tab.

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Upgrade Models with NSM or DSM Files

Suppose that the Source Mart version is prior to release 9.0 and it includes NSM or DSM files. When you upgrade the models, the naming and data type standards are not included in the upgraded model. The scenario applies to non-mart models as well. The reason for which the naming and data type standards are not included is, from release 9.0 onward Naming Standards and Data Type Standards are erwin objects. These objects are now saved as part of a model under Naming Standards and Datatype Standards. The objects cannot be stored in a Mart or on the local computer. You can choose to upgrade models with or without a template.

Upgrade Models with a template

Follow these steps:

  1. Save the NSM and DSM files to your local computer, before you start the upgrade process.
  2. Create a model and import the NSM and DSM files that you have saved to your local computer. Save the model as a template model.

    We recommend that you do not include any other objects in this template.

  3. Navigate to erwin installation folder and click the Mart Upgrade utility.
    The Upgrade Wizard displays.
  4. Specify the source and destination Mart information.
  5. Click Data to Upgrade tab.
  6. Select the Enable Template option.
    A dialog about loading NSM and DSM information appears.
  7. Click Ok.
    The Template Path is automatically updated.
  8. Click Edit.
    A dialog about specifying the template path appears.
  9. Click Ok.
    The CSV file opens in a spreadsheet editor such as Microsoft Excel.
    Note: If you do not have a spreadsheet editor on your computer the CSV file opens in a text editor such as Notepad. Specify the template paths delimited by commas in the CSV file.
  10. Specify the full template path name for NSM and DSM files including the file name in the CSV file.
    Sample Mart templatepath:
    Mart://Mart/r961 template r823NSM DSM attached Mart model
    Sample local template path:
    C:\Users\username\Desktop\NSM testing\NSM_DSM Mart Upgrade Utility Template Enhancement\r961 Template Only r823 NSM Attached Model.erwin_tmpl
  11. Save the CSV file and click Next.
    Note: Save the CSV file in UTF-8 encoding for non-English operating systems.
  12. Select the appropriate model and click Finish.

Upgrade Models without a template

Follow these steps:

  1. Save the NSM and DSM files to your local computer, before you start the upgrade process.
  2. Upgrade the models.
  3. Create a model and import the NSM and DSM files that you have saved to your local computer. Save the model as a template model.

    We recommend that you do not include any other objects in this template.

  4. Add naming and data type standards in one of the following ways:
    1. Attach a template model when you open the upgraded model for the first time:
      • Open the upgraded model.

        A message appears informing that you can either attach the default naming and/or data type standards or select a template model that has naming and/or data type standards.

      • Click No. Select the template model that you have created in Step 3.

        The naming and data type standards are imported to the model.

      • Click File, Model Templates, Synchronize on Model Load and save the model.

        This setting helps the target model synchronize with the template model when the template model is changed. The synchronization occurs whenever the target model is opened.

    2. Attach a template model after you open the upgraded model (using Active Model Template):
      • Open an upgraded model. Click File, Model Templates, Bind Template and select the template model that includes the NSM and DSM objects.
      • Select the Run the Template Wizard to select objects for synchronization and click OK.

        The Model Template Synchronization Wizard appears.

      • Click Model, select the Name_Mapping properties, and then click Ignore.

        This setting causes the name mapping properties to be ignored at the time of synchronization. This is because the Use Glossary options are not selected in the template model, but are selected in the target model. If you do not ignore the name mapping options, the name mapping options selected in the template are considered.

      • Click Actions, Model Naming Options. Go to the Name Mapping tab and ensure that the Use Glossary check box for the required object types are selected.
      • Click File, Model Templates, Synchronize on Model Load and save the model.

        This setting helps the target model synchronize with the template model when the template model is changed. The synchronization occurs whenever the target model is opened.