erwin Data Modeler

Installation Guide
Release 12.5
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Review support maintenance programs and offerings.
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Access the erwin support site and register for product support.
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For your convenience, erwin provides easy access to "One Stop" support for all editions of
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Online and telephone contact information for technical assistance and customer ser-
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Contents

Install and Upgrade Considerations for erwin Data Modeler 7

Install Considerations 7
Upgrade Considerations 8
Installing erwin Data Modeler 9
Licensing 10
Understand Licensing 11
Obtain a License 14
Configuring Account Based Licensing 14
Master Group, Master User, and User Groups 16
Adding Users to User Groups 17
Installation 22
Review the System Requirements 23
Install erwin Data Modeler 24
Silent Installation 24
Installation using the Executable File 25
Activate License 29
Logging 33
Verifying and Using User Accounts 34
erwin® Data Modeler Product References - erwin

erwin Product References

This document references the following products:
erwin® Data Modeler Standard Edition
erwin® Data Modeler Workgroup Edition
erwin® Data Modeler Navigator Edition

erwin Data Modeler Installation Guide 6

Install and Upgrade Considerations for erwin Data Modeler

Install and Upgrade Considerations for erwin Data Modeler

Consider the following factors before you install erwin Data Modeler 12.5 or upgrade from
an earlier version.

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

Enable .NET Framework

The Microsoft .NET Framework 4.0 is a prerequisite for erwin Data Modeler, Mart Portal,
and Navigator editions. For Windows 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 oper-
ating systems.
Microsoft Windows 10 and 11
Microsoft Windows Server 2012 R2, 2016, 2019, and 2022

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 10 and 11:
Type [Link] in the Search bar and press Enter.
For Windows Server 2012, 2016, 2019, and 2022:
Click Control Panel, Programs and Features, and Turn Windows features on or
off.
The Windows Features window appears.

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Install and Upgrade Considerations for erwin Data Modeler
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.

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 12.5 edition from an earlier version. During the
upgrade process for a 64-bit version, you may encounter the following situations:

If you want to upgrade erwin Data Modeler from an earlier 9.x version to 12.5, we recom-
mend 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 12.5, 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 12.5 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.

erwin Data Modeler Installation Guide 8

Installing erwin DM

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
Installation

erwin Data Modeler Installation Guide 9

Licensing

Licensing
erwin uses a concurrent-based software 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
2. Obtain and Activate a License
l Configuring Account Based Licensing

erwin Data Modeler Installation Guide 10

Understand Licensing

Understand Licensing
erwin offers the following license types based on erwin Data Modeler (erwin DM) editions:
Standard
Workgroup
Navigator
API
Trial
Evaluation (15 days)
Academic (365 days)
Industry Reviewer (60 days, full-featured)
Partner (365 days, full-featured)
Further, each 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. Sim-
ultaneous access to the erwin 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 erwin DM at a time using the license. Therefore, if an
eleventh user tries to use erwin DM, access is denied.
Node-locked
This licensing mechanism uses your device ID and user account to let you use the
license and grant access to the erwin DM. Such licenses cannot be shared between
users on different devices unless a user returns the license. However, there is a restric-
tion on the number of times you can return a node-locked license. If you are unable to
return your license, submit a request to erwin Support.

Both the above licensing models support Account-based Licensing (ABL). This licensing
model is based on the credential-based login-and-use mechanism. Under this model, a

erwin Data Modeler Installation Guide 11

Understand Licensing
single concurrent license is shared between multiple users within a group. The workflow of
this model is as follows:
1. Each organization has one master group and multiple user groups under the master
group.
2. Each user group is assigned with a unique license code and each user receives license
credentials.
3. Individual users log on and use erwin DM application using their license credentials.
ABL enables you to manage your licenses via an End User Portal (EUP). This puts your
Master User in charge of your licensing and consumption report generation. ABL makes you
self-reliant with convenient license assignments and maintenance. It enables you to manage
your licenses, run usage reports, and manage users. Apart from this, you can import users to
groups via an MS Excel file. For erwin DM users, it eliminates the dependency on license
codes.
For more information on how to set up Account Based Licensing for your organization, refer
to the Configuring Account Based Licensing Topic.
Next, both concurrent and node-locked licensing models (except ABL) let you activate
licenses using either of the following mechanisms:

Online
This method connects to the 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 admin-
istrator.
2. License administrator generates a license certificate and sends it to the user.
3. User imports the license certificate to activate the license code.

Each license comes with a maintenance period. Along with the product, a year of support is
included. Any product updates that are released during the registered maintenance/support
period are made available. Once the maintenance/support period is over, you need to

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Understand Licensing
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.

Your license administrator needs to ensure that the Maintenance End Date is set. Else,
your license will fail.

For each type of license, you can implement usage restriction based on network domain
name or subnet IP.

erwin Data Modeler Installation Guide 13

Obtain a License

Obtain a License
To obtain a license contact erwin Support 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.
If you are an existing license user and want to move to the Account Based Licensing Model,
refer to the Configuring Account Based Licensing topic.

Ensure that Microsoft Visual C++ 2017 Redistributable is installed on your system. If you
are unable to install Microsoft Visual C++ 2017 Redistributable on your operating system,
upgrade the operating system.

To understand how to install the DM and activate the license code, refer to the Installation
topic.

Configuring Account Based Licensing

To apply for Account Based Licensing or to move from the concurrent license model to
account-based license model, follow these steps:
1. Open the web licensing form.

2. In the How can we help you? list, select Obtain a license for my product.

3. In the Product list, select erwin Data Modeler.

4. Select the appropriate Product Version.

5. In the License Request Details field, provide the following information:

a. Current license code (if applicable)

b. Master User's first and last name

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Obtain a License
c. Master User's email address

d. User Group names (limited to 50 characters)

For example, QUEST-TEST, QUEST-QA, and QUEST-PROD.

Ensure that you do not use reserved special characters for XML and JSON in
User Group names. Master Group Name is system-generated in the MASTER
ADMINS (<Account Name>) format. For example, MASTER ADMINS (QUEST).

6. Click Next.

7. Complete your support profile and add your contact and license information.

8. Click Submit Request.

The erwin Licensing team reviews your request and contacts you for further

erwin Data Modeler Installation Guide 15

Obtain a License
information required to configure account-based licensing. For more information,
refer to the Master Group, Master User, and User Groups topic.

Master Group, Master User, and User Groups

The primary components of Account Based Licensing (ABL) are:
Groups: Each organization has a Master Group and multiple User Groups (Standard
Groups). Groups are created by the erwin Licensing team during ABL configuration.
Users: There are three user types, Master User, Administrator, and Standard User.
Each organization has one master user under the master group, one administrator,
and one or more standard users under user groups.
License Code: Each organization has one or more license codes that are assigned to
each user group. This is managed by the erwin Licensing team during ABL con-
figuration.
The following diagram explains the components and their hierarchy in the licensing model.

Once your license request is verified, the erwin Licensing team contacts you for the fol-
lowing information:

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Obtain a License
Master User and Master Group:
Provide the email address and name of the designated master user. This user will be
your in-house license administrator and must belong to a department that does not
use erwin Data Modeler (erwin DM). For example, someone from the administration
or purchase department.
Also, provide a name for your master group. For example, your organization's name. A
master group is the parent group for all user groups in your organization.

Master Group Name is system-generated in the MASTER ADMINS (<Account

Name>) format. For example, MASTER ADMINS (QUEST). Each organization can
have only one master group and master user.

User Groups:

Provide the number and names of the user groups that would use erwin DM. For
example, Data Modelers, Developers, and Testers.

Ensure that you do not use reserved special characters for XML and JSON in User
Group names.

Based on this information, erwin's Licensing team sets up ABL for you and shares the fol-
lowing information with the designated master user:
End User Portal (EUP) URL
Master user's EUP credentials
Once the above information is available to the master user, they can add users to user
groups. For more information, refer to the Adding Users to User Groups topic.

Adding Users to User Groups

Once account-based licensing is set up for an organization, the designated master user or an
administrator user creates and adds application users to user groups via the End User Portal
(EUP).
Application users can be of two types:

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Obtain a License
Administrators: These users can manage other users in the user groups as well as use
erwin Data Modeler (erwin DM).
Standard users: These users can only use their credentials to log on and use erwin
DM.
To add users, follow these steps:
1. Log on to the EUP ([Link]) using your master user or administrator
user credentials.
2. In the left pane, click Users.

3. Do one of the following:

erwin Data Modeler Installation Guide 18

Obtain a License
l Click Import users to import a list of users via a CSV file. Then, upload a CSV file with
the list of users. The required file structure is mentioned on the screen.

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Obtain a License
l Under the required user group section, click Add New User.

Enter or select appropriate values to the following fields:

Field Description Best Practices

First
Enter user’s first name
Name

Last
Enter user’s last name.
Name

Email address is used as the username and is

Enter user’s official email
Email case-sensitive. Hence, ensure that you use
address.
lower-case for the email.

Select this check box if

Admin
the user being added is

erwin Data Modeler Installation Guide 20

Obtain a License
Field Description Best Practices
an administrator.

Click Save.

A verification email with user’s credentials and a link to reset the password is sent to the
user's email address. For more information, refer to the Verifying and Using User Accounts topic.
Once an account is created for you, wait for at least 30 minutes before attempting to use it
in erwin DM.

erwin Data Modeler Installation Guide 21

Installation

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

erwin Data Modeler Installation Guide 22

Review the System Requirements

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 10
Microsoft Windows 11
Microsoft Windows Server 2012, R2
Microsoft Windows Server 2016
Microsoft Windows Server 2019
Microsoft Windows Server 2022

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
4 GHZ or higher quad-core processor
16 GB RAM
100 GB of disk space

The minimum screen resolution supported is 1024 x 768. Also, ensure that your display
settings are always set to 100%. If your screen resolution is less than the minimum sup-
ported, some portions of the screen will not be visible.

Back to Top

erwin Data Modeler Installation Guide 23

Install erwin DM

Install erwin Data Modeler

You many choose to install erwin Data Modeler (DM) in one of the following ways:
Silent installation
Installation using the executable file
For the Workgroup Edition, install erwin DM on each computer that accesses Mart.
Silent Installation
To install erwin DM using a silent installation, run the following command:
"<erwinDM .exe location>\<executable-name>.exe" /s /v"REBOOT=ReallySuppress
LICENSECODE=<code> /norestart /qn /L <erwinDM .exe location>\<log-file-name>.log"
This command takes the location of the executable file and the license code as parameters.
It installs erwin DM without restarting your system and creates a log file at the specified loc-
ation.

Silent Installation does not work for upgrading erwin DM. To upgrade to a newer version
of erwin DM, first uninstall the existing version and then use the steps for Silent Install-
ation to install the newer version.

For example, assume the following:

1. erwin DM executable is named [Link].

2. erwin DM executable is present at C:\Build\. This location may differ on your com-
puter.
3. License code is 123456789012345678.
4. Log file is named [Link].

Based on the above assumptions, the command is as follows:

"C:\Build\[Link]" /s /v"REBOOT=ReallySuppress LICENSECODE-
E=123456789012345678 /norestart /qn /L C:\Build\[Link]"
Following are the scenarios and the respective commands that you can follow:

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Install erwin DM
With restart: Set "REBOOT=Force" and remove "/norestart". For example,
"C:\Build\[Link]" /s /v"REBOOT=Force LICENSECODE-
E=123456789012345678 /qn /L C:\Build\[Link]"
Without restart: Set "REBOOT=Really Suppress" and add "/norestart" after the license
code. For example,
"C:\Build\[Link]" /s /v"REBOOT=ReallySuppress LICENSECODE-
E=123456789012345678 /norestart /qn /L C:\Build\[Link]"
With log: Add "/L <location and name of the log file>" to the command. For example,
"C:\Build\[Link]" /s /v"REBOOT=ReallySuppress LICENSECODE-
E=123456789012345678 /norestart /qn /L C:\Build\[Link]"
Without log: Exclude "/L <location and name of the log file>" in the command. For
example,
"C:\Build\[Link]" /s /v"REBOOT=ReallySuppress LICENSECODE-
E=123456789012345678 /norestart /qn"
Installation using the Executable File
Use the same executable file for Standard and Workgroup Editions.
To install erwin DM using the executable file:
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. Download the [Link] file from the online erwin product page and run it.

The Installation Wizard opens.

3. Follow the instructions on the wizard pages.
(Optional) Enter the License Code if available.

erwin Data Modeler Installation Guide 25

Install erwin DM

The program files are copied and erwin DM is installed.

You can install erwin DM Navigator using the [Link] file or a separate [Link]
file.

erwin Data Modeler Installation Guide 26

Install erwin DM

Samples
erwin DM provides sample models with the installer for your use. You can use these models
to learn data modeling and to get familiar with erwin DM. By default, the installer installs
the eMovies and PublicationSystemSample models. To install CDM models, you need to
select them for installation on the Custom Setup screen of the installation wizard.
To install CDM models, follow these steps:
1. On the Custom Setup screen, select Samples > CDM Models.

erwin Data Modeler Installation Guide 27

Install erwin DM
2. Click . Then, click This feature will be installed on the local hard drive.

3. Follow the installation wizard to complete the installation.

Once installation is completed, CDM models are available at one of the following locations
depending on your erwin DM version:

C:\Program Files\erwin\Data Modeler r9\BackupFiles\Samples\CDM Models

C:\ProgramData\erwin\Data Modeler\9.96\Samples\CDM Models

erwin Data Modeler Installation Guide 28

Activate License

Activate License
After you have installed erwin Data Modeler (erwin DM), you need to activate the license
code that you received from erwin Support or your license administrator.
When you first open erwin DM, the erwin Data Modeler Licensing dialog box appears.

erwin Data Modeler Installation Guide 29

Activate License
On the erwin Data Modeler Licensing dialog box, follow these steps:
1. Under Licensing, click one of the following:
l License Key:
a. In the License Code box, enter the license code that you received from
erwin Support or your license administrator. If you had entered the
license code on the installer dialog box, the License Code field is auto-pop-
ulated and masked.

b. In the Edition drop down list, select your erwin DM edition.

c. Select whether you want to do a Long-Term Check-Out for your license. If

yes, set the Expiry Date.
l Account Based:
a. Enter your Username and Password.

Username is the email ID that was used to add you to the user group. As
usernames are case-sensitive, ensure that you use the exact username
that was used while creating your ABL account.

b. Click OK.
For more information on credentials for Account Based Licensing, refer to
the Verifying and Using User Accounts topic.
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 is the default and connects to the licensing service over the Inter-
net. 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.
You can also connect to the licensing service using a proxy server. To do so, do
the following:

a. Under Network, on the Proxy tab, set your proxy server's parameters (server IP
address/server web address and port number, and the credentials).

erwin Data Modeler Installation Guide 30

Activate License
b. On the General tab, select theUse Proxy check box.
c. Click OK.

Offline
This method requires you to perform multiple steps before you can start using
the product.
To activate a license offline:

a. On the erwin Data Modeler Licensing dialog box, select the Offline Activation
check box and click OK. The Offline Activation dialog box appears.

erwin Data Modeler Installation Guide 31

Activate License

b. Under Activation Certificate, click Generate. An activation certificate is gen-

erated and displayed.

erwin Data Modeler Installation Guide 32

Activate License
c. 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 admin-
istrator will send you the License Certificate.
d. Under License Certificate, copy and paste the license certificate that you receive
from the license administrator.
e. Click Import.

Once the offline license code is generated, it must be imported to a server within 14
days.

You can stop the erwin Data Modeler Licensing dialog from showing every time you
start erwin DM. On the erwin Data Modeler Licensing dialog, select Do not show this
dialog again. This sets the dialog to be suppressed.

To change this setting:

1. In erwin DM, from the menu bar, click Help > Licensing.
The Licensing dialog box appears.
2. Clear the Suppress the Licensing Dialog check box.

Logging
To enable logging for licensing, create a text file, [Link], in your license directory. Type
the number, 4, and save the file. This indicates the logging level.
Depending on your erwin DM version, the license directory is as follows:
Versions older than 2021 R1: C:\ProgramData\erwin\Data Modeler\Licensing
2021 R1 and above: C:\Users\<User>\AppData\Local\erwinDMLicensing
Whenever an issue occurs with licensing, a log file, <<uniqueID>>.log, is created in your
license directory.

You can remove the [Link] file later.

erwin Data Modeler Installation Guide 33

Activate License

Verifying and Using User Accounts

Once users are added to the user groups, they can use their credentials to log on to erwin
Data Modeler (erwin DM) and use it.
To verify user account and use erwin DM, follow these steps:
1. Open the End User Portal (EUP) email.

erwin Data Modeler Installation Guide 34

Activate License
2. Click the password reset link.
The Change password page opens.

3. Enter a new password and click Submit.

4. Password is reset and you are logged on to the EUP. If you are an administrator user,
you can add more users to the user group.
5. Start erwin DM.
The erwin Data Modeler Licensing screen appears.

erwin Data Modeler Installation Guide 35

Activate License

erwin Data Modeler Installation Guide 36

Activate License
6. Click Account Based.

erwin Data Modeler Installation Guide 37

Activate License
7. Enter your account-based licensing username and password.
ABL usernames are case-sensitive. Ensure that you use the exact username that was
used while creating your ABL account.
8. Click OK.

erwin Data Modeler Installation Guide 38