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After logging in you are directly in the Explorer Tab of the Designer. The explorer tab is the place where you manage the content of your Designer. Its main purpose is to structure your work.

The Explorer Tab

The main elements in the explorer tab are Folders, Projects , Libraries and Models. All of them are grouped in a Namespace.

The explorer tab consists of two areas:

  1. Managing Projects
  2. The Settings Area

The Explorer Tree

In the tree on the left side of the explorer tab you create new folders, projects and models which are displayed in a hierarchially structured page tree.


To expand an element in the tree, click on .

If you want to show less content in the tree, use the icon to close the corresponding element.

To open a BPMN model from the explorer tree, use the  icon.

You can also rearrange the content of the explorer tab by dragging and dropping elements.

Start dragging an element to a new place in the tree. Allowed destinations are highlighted in green.

Drag & Drop is only possible in the same namespace.

On top of the explorer tree you can find a search box. Select the part of the explorer tree (namespace, folder or service) you want to search, and enter a search term.

For detailed information see page Searching in the Designer.

At the bottom of the explorer tree, you can find the checkbox Show types.

If the checkbox is activated, additional information is displayed.

  • The type of BPMN models inside the explorer tree.

In the Explorer tree you can use the following elements:

Nameewew

Element IconElement Icon when expandedDescription
Namespace


All Designer content is stored within a Namespace. Namespaces have to be created and assigned to the user accounts in the Scheer PAS Administration.

Refer to the Administration Guide for further information on the creation of namespaces.

Folder

In Folders you can manage your contents, therefore it is possible to create folders on different levels of the tree. You can create folders...

  • ... in namespaces.
  • ... in other folders.
  • ... in models.
Project


A Project is equivalent to one executable service. Within a project, you manage the necessary settings for your service such as the used libraries, the BPMN model and the service properties. Each newly created project contains already a folder Libraries and a folder Models.

Libraries


The Libraries folder contains all necessary libraries to model the execution part of the service in the current project.

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Models

In the Models folder you can create new BPMN models and additional models folders.

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BPMN


The BPMN model contains your executable BPMN process. If you open a BPMN model, you will find yourself on the BPMN Canvas and Execution Canvas.

Creating New Elements

If you want to create a new element, right click on the higher situated element to open the context menu.

Choose the option Add ... .

Enter a name in the pop-up window and confirm with Save.

The new element is added to the tree.

When creating new elements, respect the restrictions for element names.

Only folder names have no restrictions.

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The Settings Area

If you click on an element in the tree its settings are displayed in the settings area where you can edit them.

The settings of each element are explained in detail on the element pages: Namespaces, Folders, Projects, Libraries and Models.

A breadcrump navigation is displayed in the settings area showing the levels of your namespace. Use it to switch to a higher level at any time.

You can also resize the areas in the explorer window by drawing the frame in the middle.


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