With the release of the new versions of the Relationships view and Dependency Map we would like to provide you with a best practice to successfully replace all your existing slides with the latest version.

The old versions of the views will be removed in the next couple of months. Therefore, we recommend migrating existing data without delay.

The new version of the Relationships view and Dependency Map enables you to handle larger datasets maintaining good performance and a cleaner view for easier visualization of the relationships and analysis of the dependencies across hierarchies and different component groups.

Learn all about the new versions in their respective knowledge base articles:

Below you will find a step-by-step guide.


Summary:

  • See the presentations that contain slides that need to be migrated on the ‘Migration checklist’ tab in the ‘Edit organization’ pop-up. Click on Profile > Organization Settings > Manage Organization to reach it.

  • Have the ‘two-column’ view open.

  • Remember to click “replace current slide” when you have found the correct view.

  • A few tips:

    • Setting the right degrees of relationship is most commonly the biggest difference to get the desired graph in both the new version of the Relationships view and the Dependency Map.

    • You can also try adding or removing “is parent of” references in the new version of the Relationships view to recreate your graph.

    • However, applying the right degrees of relationship is especially the case for the new version of the Dependency Map as it displays multiple degrees of both incoming and outgoing degrees of relationship, while the old version displayed only 1 outgoing degree of relationships. To reproduce the default behaviour of the old version of the Dependency Map, change incoming degrees to 0 and keep outgoing degrees at 1.

    • The grouping functionality in the new version of the Relationships view only groups references that are included in the view. We recommend increasing the slider as needed (this includes parent all).

    • The grouping functionality in the new version of the Dependency Map is context and order-sensitive. This means you can now visualize and focus only on the components from the selected workspace and add groups in a different order to explore the multiple combination outcomes.


1. Find your Presentations which include the Relationships or the Dependency view as a slide.

  • From the left bar find the Preferences icon and select > Migration checklist (available to admin users only).

  • Navigate to the ‘Relationships view’ or ‘Dependency view’ tab. Here you will find a list of all your presentations that include Relationships or Dependency slides.

  • Open the relevant presentation in edit mode, look for the ‘Deprecated’ badge next to the name of your Relationships or Dependency Map slides and select them one at a time.

2. Open the appropriate views:

  • Click the "Two Column View" icon that lives on the right side of the views.

  • Open the old version of the Relationships view and Dependency Map on the LEFT Column and the new versions on the RIGHT. You can do so by selecting ‘More’ in each column > ‘Manage views’.

This is critical to replace the slide. They will likely look different but do not change your context, we will modify the view next.

  • Close the Presentation slider without exiting the Presentation to give your screen space to work. This is done by clicking the "Play" icon on the top bar.

3. Modify the new version of the Relationships and Dependency maps to replicate the view you see (or improve if desired):

  • Notice the view modifiers have changed. Refer to the Relationships and Dependency Map articles for a complete walk-through of all the functionality in the new version.

  • Adjust them as necessary. No need to do so for your perspectives as they will be applied to the new versions.

  • Since filters are saved, we often find that it is beneficial to select all reference types (incoming and outgoing) to be included in the new versions. Alternatively, you may want to remove filtered references and use the view modifiers for reference traversal to have more consistent, accurate, and granular control.

  • The resulting view might not be exact. However, it will communicate the story we meant to tell. We find that in many cases you are able to replicate the view perfectly.

  • Close the old version by clicking the "X" on the right side of the view tabs.

  • Re-open the Presentation slider by clicking on the "Play" icon on the top right.

  • Hover over the slide to be replaced (do not click the slide as this will reset all your work).

  • Click "Replace Slide with Current View".

4. And Repeat!


Summary:

  • See the presentations that contain slides that need to be migrated on the ‘Migration checklist’ tab in the ‘Edit organization’ pop-up. Click on Profile > Organization Settings > Manage Organization to reach it.

  • Have the ‘two-column’ view open.

  • Remember to click “replace current slide” when you have found the correct view.

  • A few tips:

    • Setting the right degrees of relationship is most commonly the biggest difference to get the desired graph in both the new version of the Relationships view and the Dependency Map.

    • You can also try adding or removing “is parent of”-references in the new version of the Relationships view to recreate your graph.

    • However, applying the right degrees of relationship is especially the case for the new version of the Dependency Map as it displays multiple degrees of both incoming and outgoing degrees of relationship, while the old version displayed only 1 outgoing degree of relationships. To reproduce the default behaviour of the old version of the Dependency Map, change incoming degrees to 0 and keep outgoing degrees at 1.

    • The grouping functionality in the new version of the Relationships view only groups references that are included in the view. We recommend increasing the slider as needed (this includes parent all).

    • The grouping functionality in the new version of the Dependency Map is context and order-sensitive. This means you can now visualize and focus only on the components from the selected workspace and add groups in a different order to explore the multiple combination outcomes.

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