Sharing Referenced Files in a Team-Based Environment

When modeling, there may be external resources you want to attach to a model which help describe it in detail or include data that cannot be modeled within the tool, like a text document. For example, you may want to attach a scanned image of a transaction receipt to a diagram that describes the transaction process so that the analyst can design the new system based on the image. Or maybe an image file showing the user's expectation of the user interface.

September 7, 2011
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VP-UML lets you add file references to model elements and diagrams. If you are working in a team-based environment with Teamwork Server, you do not need to copy any referenced files for other team members to open. Instead, you could commit your model along with the referenced files to the server. Teammates can then get the referenced files from server and open them in their environment. The file revision will follow the model, i.e. whenever you open a particular revision of work from server, the file of that revision will be obtained and thus there is always a consistency between the file and the design.

In VP-UML, a file being shared among the team through the teamwork support is called a "teamwork file." In this tutorial, we will demonstrate how to add a teamwork file to VP-UML, how to add file reference and how file sharing works in a team-based environment.

Note: This tutorial requires a solid understanding of VP-UML's teamwork support with Teamwork Server.

The following Teamwork Project and users will be used throughout this tutorial.

  1. Project: Sample Project
  2. Users:
    1. Peter (Permissions: Read & Commit)
    2. Linda (Permissions: Read & Commit)

Adding Teamwork Files

  1. Start VP-UML.
  2. Login to Teamwork Server with account Peter.
  3. Checkout the project Sample Project from server.
  4. Create a requirement diagram via the toolbar.
    new req diagram
  5. Draw a simple requirement diagram with three requirements.
    sample req diagram
  6. Download the file sample-invoice.pdf at the bottom of this tutorial, under the Resource section. Open it and take a look. It is a sample invoice which users expect to see. We can attach the file to the requirement Support Printing Invoice so that those who read this requirement diagram would know what users are looking for.
  7. Open the Teamwork Files pane at the bottom left.
    tw files
  8. Drag sample-invoice.pdf from file manager to the Teamwork Files pane in VP-UML.
    drag files
  9. Click OK when you are asked to confirm putting the file to workspace. You must click OK here. If not, the file won't be added as a teamwork file nor committed to server.
    file added

Adding File References

When adding a file reference, you will be prompted the file chooser to select which file to add. You may manually navigate through the folders to locate the teamwork file to add. Or to speed things up, VP-UML lets you create a shortcut that brings you to the folder where the teamwork files are stored. In this section, we will first define a user path of project files to create a corresponding shortcut in file chooser. After that, we will add a file reference.

  1. Select Tools > Options... from the main menu to open the Options window.
  2. In the Options window, select User Path on the left hand side.
    sel user path
  3. On the right hand side, click Add... and select Project Files Path from the popup menu.
    add project file path
  4. Click OK at the bottom of the Options window to close it.
  5. Now, go back to the requirement diagram. Move the mouse pointer over the requirement Support Printing Invoice to show the resource icons.
    add ref
  6. Click on the References resource icon at the bottom left of the requirement shape and select Add File... from the popup menu.
    add ref
  7. In the Requirement Specification window, click on the button ... next to the Path field.
  8. Click on the shortcut Project Files Folder. Note that if you have not completed step 1 to 4, you will not see this shortcut.
    project file folder
  9. Select the file sample-invoice.pdf and click Open at the bottom right to choose it.
    sel file
  10. Click OK in Requirement Specification to return to the diagram.
  11. Commit the changes to server. Click the Team button in the toolbar and select Commit... from the drop-down menu.
    commit
    Note that the commit action will bring along the teamwork file(s) to server. You may check it in the Commit window. In other words, the file sample-invoice.pdf inside the workspace will be committed.

Opening a File Reference in Another Client

In this section, we are going to open the teamwork project with another user Linda. It is recommended to perform the steps on another machine to make sure that the environment is clean and the file sample-invoice.pdf is not existing prior to checking out the project from server. If you are unable to continue on another machine, please delete the previous workspace folder and continue.

  1. Start VP-UML.
  2. Login to Teamwork Server with account Linda.
  3. Checkout the project Sample Project from server.
  4. Open the requirement diagram.
  5. Move the mouse pointer over the requirement Support Printing Invoice. Click on the References resource icon and select sample-invoice.pdf from the popup menu.
    open ref file
    This should open the PDF file. As you can see, you do not need to copy the file manually. VP-UML has done it for you during the commit process.

Related Links

  1. Youtube video: Reference other Project Diagrams
  2. Youtube video: Business Process & Document Management with Version Control

Resources

  1. sample-invoice.pdf (A sample invoice file)

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