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How to Upgrade Mart Models › Select Models

Select Models

The libraries and models of the source Mart are displayed in the form of a tree. You can select an entire library or an individual model under a library to upgrade. This selection and the versions you selected previously, determine the models and versions you want to upgrade. For example, suppose that you have selected to upgrade the top five versions. If you select nine models on the Select Models window, the top five versions of all the nine models are upgraded.

Follow these steps:

  1. Click Select Models on Upgrade Wizard.

    The models that satisfy the criteria selected in the Data to Upgrade dialog are displayed. If you restart the upgrade process, only those models that are not upgraded are available for selection.

  2. Select the libraries or individual models that you want to upgrade.

    If a library or model name contains special characters (?, $, ‘, \), they are converted to underscore (_) when displayed on this dialog.

    Note: If a library or model name contains a forward slash ('/'), it is not upgraded.

  3. Click Finish.

    Upgrading starts and the Upgrade Progress dialog displays the progress.

Pause and play

The Upgrade Mart utility lets you pause the process any time and start again. When you pause, the utility completes upgrading the current model before stopping. When you restart the upgrade process, the utility continues from the point it had stopped. The utility then displays the models that are not yet upgraded in the list of models that you had selected. If there are several models remaining, you can select a few to upgrade. If you select the same working directory, the source and destination Mart and the model version details are filled up automatically.

If your source Mart version is older than erwin DM 8.0, it is upgraded to the current release of 8.0 only once. If you upgrade a model to the current release of 8.0 and then pause the upgrade process, the option to upgrade to the current release of 8.0 does not display again.

Note: When you pause and restart the upgrade process, you can select all the remaining models or a few models from the original list of models. Suppose that you have three libraries A, B, and C in the catalog and you select only A to upgrade. Suppose that there are ten models in library A. If you pause after the fifth model and you restart the process, only the remaining five models from library A are displayed.

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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.