erwin® Data Modeler

Installation Guide
Release 9.8
This Documentation, which includes embedded help systems and electronically
distributed materials (hereinafter referred to as the “Documentation”), is for your
informational purposes only and is subject to change or withdrawal by erwin Inc. at any
time. This Documentation is proprietary information of erwin Inc. and may not be
copied, transferred, reproduced, disclosed, modified or duplicated, in whole or in part,
without the prior written consent of erwin Inc.

If you are a licensed user of the software product(s) addressed in the Documentation,
you may print or otherwise make available a reasonable number of copies of the
Documentation for internal use by you and your employees in connection with that
software, provided that all erwin Inc. copyright notices and legends are affixed to each
reproduced copy.

The right to print or otherwise make available copies of the Documentation is limited to
the period during which the applicable license for such software remains in full force
and effect. Should the license terminate for any reason, it is your responsibility to certify
in writing to erwin Inc. that all copies and partial copies of the Documentation have
been returned to erwin Inc. or destroyed.

TO THE EXTENT PERMITTED BY APPLICABLE LAW, ERWIN INC. PROVIDES THIS

DOCUMENTATION “AS IS” WITHOUT WARRANTY OF ANY KIND, INCLUDING WITHOUT
LIMITATION, ANY IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A
PARTICULAR PURPOSE, OR NONINFRINGEMENT. IN NO EVENT WILL ERWIN INC. BE
LIABLE TO YOU OR ANY THIRD PARTY FOR ANY LOSS OR DAMAGE, DIRECT OR INDIRECT,
FROM THE USE OF THIS DOCUMENTATION, INCLUDING WITHOUT LIMITATION, LOST
PROFITS, LOST INVESTMENT, BUSINESS INTERRUPTION, GOODWILL, OR LOST DATA,
EVEN IF ERWIN INC. IS EXPRESSLY ADVISED IN ADVANCE OF THE POSSIBILITY OF SUCH
LOSS OR DAMAGE.

The use of any software product referenced in the Documentation is governed by the
applicable license agreement and such license agreement is not modified in any way by
the terms of this notice.

The manufacturer of this Documentation is erwin Inc.

Provided with “Restricted Rights.” Use, duplication or disclosure by the United States
Government is subject to the restrictions set forth in FAR Sections 12.212, 52.227-14,
and 52.227-19(c)(1) - (2) and DFARS Section 252.227-7014(b)(3), as applicable, or their
successors.

Copyright © 2017 erwin Inc. All rights reserved. All trademarks, trade names, service
marks, and logos referenced herein belong to their respective companies.
erwin Product References
This document references the following erwin Inc. products:
■ erwin® Data Modeler Standard Edition
■ erwin® Data Modeler Workgroup Edition
■ erwin® Data Modeler Navigator Edition
Contact erwin
Understanding your Support

Review support maintenance programs and offerings.

Registering for Support

Access the erwin support site and click Sign in to register for product support.

Accessing Technical Support

For your convenience, erwin provides easy access to "One Stop" support for all editions
of erwin Data Modeler, and includes the following:
■ Online and telephone contact information for technical assistance and customer
services
■ Information about user communities and forums
■ Product and documentation downloads
■ erwin Support policies and guidelines
■ Other helpful resources appropriate for your product

For information about other erwin products, visit http://erwin.com/products.

Provide Feedback

If you have comments or questions, or feedback about erwin product documentation,

you can send a message to [email protected].

erwin Data Modeler News and Events

Visit www.erwin.com to get up-to-date news, announcements, and events. View video
demos and read up on customer success stories and articles by industry experts.
Contents
Chapter 1: Install and Upgrade Considerations for erwin Data Modeler 7
Install Considerations ................................................................................................................................................... 8
Upgrade Considerations ............................................................................................................................................... 9

Chapter 2: Installing erwin Data Modeler 11

Licensing ..................................................................................................................................................................... 11
Understand Licensing .......................................................................................................................................... 12
Obtain a License .................................................................................................................................................. 13
Installation.................................................................................................................................................................. 13
Review the System Requirements ...................................................................................................................... 14
Install erwin DM .................................................................................................................................................. 15
Activate License .................................................................................................................................................. 16

Contents 5
Chapter 1: Install and Upgrade
Considerations for erwin Data Modeler
Consider the following factors before you install erwin Data Modeler r9.8 or upgrade
from an earlier version.

This section contains the following topics

Install Considerations (see page 8)
Upgrade Considerations (see page 9)

Chapter 1: Install and Upgrade Considerations for erwin Data Modeler 7

Install Considerations

Install Considerations
Before you install erwin Data Modeler r9.8 on your computer, consider the following
factors:

Enable .NET Framework

The Microsoft .NET Framework 3.5 is a prerequisite for erwin Data Modeler, Mart
Server, and Navigator editions. For Windows 8.1, 10, and Windows Server 2012
operating system .NET Framework is installed by default but sometimes may not
enabled. You must manually enable the .NET Framework before you install erwin Data
Modeler for the following operating systems.
■ Windows 8.1 and 10
■ Windows Server 2012

Note: You cannot install erwin Data Modeler when .NET Framework is disabled.

Follow these steps:

1. Click Windows Start icon.
2. Do one of the following:
■ For Windows 8.1 and 10:
Type optionalfeatures.exe in the Search bar and press Enter.
■ For Windows Server 2012 and 2016.
Click Control Panel, Programs and Features, and Turn Windows features on or
off.
The Windows Features window appears.
3. Select Microsoft .NET Framework 3.5 and click OK.
The Microsoft .NET Framework is enabled.
4. Restart the computer to configure the changes take effect.

You can now install erwin edition of your choice.

Navigator and Data Modeler Compatibility

If you want to install Navigator and Data Modeler editions on a computer, we

recommend you to select the Navigator edition features from the features selection list
of Data Modeler installer.

8 Installation Guide
 Upgrade Considerations

Install from a DVD

The Installation Wizard from the DVD allows you to install 32-bit or 64-bit version of
erwin Data Modeler r9.8. Install the version of your choice depending on the
architecture of your operating system.

Installation Path

When you uninstall r9.8 version of erwin products manually, sometimes the installation
folders are not removed from the installation directory. You must manually remove the
folders from the installation directory.

Upgrade Considerations
You can upgrade to erwin Data Modeler r9.8 32-bit or 64-bit edition from an earlier
version. During the upgrade process for a 64-bit version, you may encounter the
following situations:

Note: If you want to upgrade erwin Data Modeler from an earlier 9.x version to r9.8
(64-bit), we recommend you to first uninstall the earlier version of erwin Data Modeler
manually and then install the latest version.

erwin Model Icons

When you install or upgrade to erwin Data Modeler r9.8 64-bit version, sometimes the
erwin Model icons may appear differently. After you open a model for the first time, all
the Model icon file associations are restored and the Model icons appear normally.

Start Menu Cleanup

When you upgrade to erwin Data Modeler r9.8 from any earlier release of r9 series,
erwin-related shortcuts and folders may remain in the Start menu. You may manually
delete the folders and shortcuts of the delete versions from the Start Menu.

Chapter 1: Install and Upgrade Considerations for erwin Data Modeler 9

Chapter 2: Installing erwin Data Modeler
Once you have ensured that all the installation or upgrade considerations are in place,
you can go ahead with the installation. You will need the erwin Data Modeler (DM)
installer and its corresponding license. The following figure illustrates the process that
you need to follow to install and start using the DM.

This section contains the following topics

Licensing (see page 11)
Installation (see page 13)

Licensing
erwin uses the Nalpeiron Licensing Service to cater to licenses for all the erwin Data
Modeler (DM) editions. Multiple mechanisms and types of licenses are available, from
which you can chose the one that suits your needs.

To understand the types of licenses and available mechanisms, and obtaining a suitable
one, refer to the following topics:
1. Understand Licensing (see page 12)
2. Obtain and Activate a License
3. View or Return a License

Chapter 2: Installing erwin Data Modeler 11

Licensing

Understand Licensing
erwin offers the following license types based on the erwin Data Modeler (DM) editions:
■ Standard
■ Workgroup
■ Navigator
■ API
■ Trial
■ Evaluation (30 days)
■ Academic (365 days)
■ Industry Reviewer (60 days, full-featured)
■ Partner (365 days, full-featured)

Further, each of the above edition-based license can belong to either of the following
licensing models:
Concurrent
This licensing model is based on a pool of licenses shared between several users.
Simultaneous access to the DM is available to as many users as the number of
allowed users on a concurrent license. For example, if you have a ten-user
concurrent license, ten users can access the DM at a time using the license.
Therefore, if an 11th user tries to use the DM, access is denied. To avoid such
situations, erwin allows overdraft licenses that temporarily allow you to exceed the
maximum number of users.
Node-locked
This licensing mechanism uses your device ID to let you use the license and grant
access to the DM. Such licenses cannot be shared between users on different
devices unless a user returns the license.

Next, both the above licensing models let you activate licenses using either of the
following mechanisms:
Online
This method connects to the Nalpeiron Licensing Service over the Internet. The
licensing service then validates and activates the license code that you entered.
Offline
This method uses a multi-step activation process as follows:
1. User generates an activation certificate and sends it to the license
administrator.
2. License administrator generates a license certificate and sends it to the user.

12 Installation Guide
 Installation

3. User imports the license certificate to activate the license code.

Each license comes with a maintenance period. Along with product, a year of support is
included. Any product updates that are released during the registered
maintenance/support period are allowed. Once the maintenance/support period is
over, you need to renew the maintenance plan to be able to receive updates and
support. To keep a track of the maintenance period, erwin DM lets you set a
maintenance expiration reminder.

Obtain a License
To obtain a license contact erwin Customer Care by telephone or the web licensing
form, or contact your license administrator. Provide the required information to submit
a license request. Once the request is verified, you will receive a license code. Ensure
that you keep a note of the license code. To use erwin Data Modeler (DM) using this
license code, you first need to install the DM and activate the license code.

To understand how to install the DM and activate the license code, refer to the
Installation (see page 13) topic.

Installation
To start using erwin Data Modeler (DM), you need to perform a three-step process as
follows:
1. Review the system requirements (see page 14)
2. Install erwin DM (see page 15)
3. Activate the license (see page 16)

Chapter 2: Installing erwin Data Modeler 13

Installation

Review the System Requirements

Review the system requirements for the computer on which you want to install erwin
DM.

Verify that you have installed one of the following operating systems:
■ Microsoft Windows Vista SP2
■ Microsoft Windows Server 2008 SP2, R2
■ Microsoft Windows 7 SP1
■ Microsoft Windows 8.1
■ Microsoft Windows 10
■ Microsoft Windows Server 2012, R2
■ Microsoft Windows Server 2016

Note: Running the erwin API in a 64-bit environment requires some changes to the
workstation registry. For more information about changing the registry, see the erwin®
Data Modeler WE Implementation and Administration Guide.

The following requirements must be met or exceeded for erwin Data Modeler to install
and run correctly:
■ Microsoft-based workstation, Intel Dual Core processor or equivalent
■ 5 GB available hard drive space
■ 4 GB RAM minimum; more is recommended for larger models
■ DVD-readable device (only if installing from DVD media)

Note: The minimum screen resolution supported is 1024 x 768. If your screen resolution
is less than the minimum supported, some portions of the screen will not be visible.

14 Installation Guide
 Installation

Install erwin DM
Install erwin DM to create, update, and maintain conceptual, logical, physical, and
dimensional models. For the Workgroup Edition, install erwin DM on each computer
that accesses Mart. Install erwin DM using the same executable file for Standard and
Workgroup Editions.

Follow these steps:

1. Log in to the computer where you want to install the product as an Administrator
user.
If you run an install without Administrative privileges, all files may not be installed
or upgraded, and users can encounter problems when running the software.
2. Do one of the following tasks:
■ Insert the installation DVD
■ Download the erwin.exe file from the online erwin product page and run it.
The Installation Wizard opens.
3. Follow the instructions on the wizard pages.
The program files are copied and erwin DM is installed.

Note: You can install erwin DM Navigator from the erwin.exe file or from a separate
Navigator.exe file.

Chapter 2: Installing erwin Data Modeler 15

Installation

Activate License
After you have installed erwin Data Modeler (DM), you need to activate the license code
that you received from erwin Support or your license administrator. When you first
open erwin Data Modeler, the erwin Data Modeler Licensing dialog box appears. If you
do not have the license or license information, refer to the Licensing (see page 11) topic.

If you have the license code, to activate it, follow these steps:
1. Under Licensing, enter the License Code that you received from your license
administrator.
2. Under Customer Information, enter your email address and other information.
3. Activate the license. You can activate the license in two ways:
Online
This method connects to the Nalpeiron Licensing Service over the Internet. The
licensing service then validates the license code that you entered. To activate a
license online, perform steps 1 and 2 mentioned above and click OK.
Offline
This method requires you to perform multiple steps before you can start using
the product. To activate a license offline:
1. Select the Do Offline Activation check box and click OK. The Offline Activation
dialog box appears.
2. Under Activation Certificate, click Generate. An activation certificate is
generated and displayed.
3. Click Copy to Clipboard and save the contents to a text file. Send this activation
certificate file to your license administrator. Based on this file, the license
administrator will send you the License Certificate.
4. Under License Certificate, copy and paste the license certificate that you
receive from the license administrator.
5. Click Import.

16 Installation Guide