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Quick start

This guide helps you complete the core loop of Boldo: create an asset, connect it to another asset, then generate a first diagram from that data.

You need a Boldo account, access to an organization with Editor permissions, and a metamodel that already includes usable asset types. In many organizations, you can follow this example with Applications and Processes. If your metamodel uses different names, use the closest equivalent types instead.

Step 1: create your first asset​

Start by creating a simple application asset in an inventory.

  1. Click on Inventories in the top navigation bar.
  2. Select Applications from the list of asset types.
  3. Click the Create Asset button (top right).
  4. Enter a name such as Customer Portal.
  5. Fill in one or two useful properties if they are available.
  6. Click Validate.

You now have one asset in the inventory.

Step 2: add a relationship​

An isolated asset is useful, but relationships are what make the knowledge base understandable.

To connect your new application to another object:

  1. In the list, click the Edit button (pencil icon) on your new asset.
  2. In the edit window, open the Relations tab.
  3. Find a relation type that exists in your organization. In the default metamodel, one example is Enables.
  4. In the relation field, type Sales Process.
  5. Create the related asset directly from the relation field. If your inventory already contained a matching asset, you could select it from the list instead.
  6. Click Validate.

You have now created a first connected structure: Customer Portal is linked to Sales Process through the Enables relation.

Step 3: generate a first diagram​

Now that you have data and at least one relationship in the inventory, you can create a visualization.

  1. Go back to the Applications inventory list.
  2. At this point, you should normally see one application in the list, and that application should already be linked to Sales Process.
  3. If you do not see it, clear your filters or return to a view that includes it.
  4. Click the Actions menu.
  5. Choose Convert view to diagram.

Boldo generates a first diagram from the assets visible in the current view. You can then:

  • move nodes
  • add text or shapes
  • continue working on the saved diagram in your catalog
  • share it later with your team

Check the result​

Before moving on, verify these points:

  • the two assets exist in the inventory
  • the relationship is visible from one asset to the other
  • the generated diagram contains the assets you expected

If something is missing, go back to the inventory and fix it before continuing. In Boldo, a diagram is only as good as the data behind it.

Next step​

Read Key concepts if you want the vocabulary behind this flow. Read Manage assets if you want to go further in inventories.