Beginners’ Tutorial

To get started with DMX you can

  • visit our public demo site and play with DMX. Do not enter any private or sensitive information on the demo site!
  • run DMX on your computer. Visit our installation guide to learn how.

A first look at DMX

When you first look at a new installation of DMX and open the web client, this is what you’ll see:

Tool bar with workspace and topicmap selection
  • In the upper right corner there is a “Login” button. Log in with the user name “admin” and no password.
  • In the upper left corner there is the Workspace selector. You can use this to switch between workspaces. By default the “DMX” workspace is selected.
  • Next to it there is another drop-down menu. This is the Topicmap selector. By default it shows a Topicmap called “untitled”.

Both drop-down menus have a context information button “i” next to them. Click it to reveal detail about the selected Topicmap or Workspace.

For more information visit our detailed guide to the user interface in the DMX User Guide.

Adding your first topic

Right-click into the emptiness of the topicmap. A dialog appears that lets you search all your content. This is the Search/Create Dialog. Now let’s create something!

_images/search-create.png

DMX wants to make sure that you do not create something that already exists. That’s why you enter whatever you want to create into the search field. Let’s assume you want to enter all persons and organizations involved in a project. Enter a person’s first name. DMX will answer “No match”. Select “Person” in the “Create” section on the right from the Topic Types menu and click “Create”.

_images/create-person.png

You will see a rectangle appear on the topicmap. It represents a person with the name you just entered and it states that this is the person’s first name.

_images/person-in-map-details.png

But what if you entered a person’s given name and surname into the search/create dialog? The result would look like this:

_images/person-wrong-first-name.png

DMX interpreted both as first name. Let’s correct this: Long-press the rectangle and select “edit” from the context menu. On the right-hand side the so called detail panel shows up.

_images/context-menu-edit.png

When “editing” the detail panel shows all the fields you might need to describe a person. Correct the first name and click the “Save” button at the very bottom.

Now let’s add a second topic. Right-click on the emptiness, enter e.g. “Notes for the interview” into the dialog, select the topic type “Note” and click “Create”.

_images/person-and-note.png

Let’s add another topic, e.g. “Organization No. 1”. This time we select “Organization” from the list of topic types and press “Create”.

_images/person-note-organization.png

This is just a short walkthrough to help you create your first topics in DMX. Content Authoring is described in-depth in the DMX User Guide. Now let’s describe the relations between our items.

Adding your first association

To create an association between two topics you grab the little dot at the upper border of one of the two topics. As we prepare for our interview let’s say the “Note for the interview” shall be related to the person “Cathy Jones”.

_images/create-simple-association-1.png

Drag it onto the other topic until that topic is highlighted by a blue border.

_images/create-simple-association-2.png

Then drop the assocation on the “Notes for the interview” item and release your mouse pointer.

The association will be created and a rectangle appears. These are the in-map details of the newly created association. They tell you that this is association is of type “Association” which is the most generic form of association in DMX.

Using the Drag & Drop gesture starting on the blue dot above an item you just created an association between two topics. Click somewhere onto the topicmap to close the in-map-details of the association.

A glimpse into Personal Information Management (PIM)

DMX comes with some predefined topic types that you saw in the topic type menu of the Search/Create dialog:

  • Person
  • Organization
  • Note
  • Event
  • Bookmark

Now there are also some predefined association types. One of those association types is called “Organizational Involvement” and it describes the role a Person can have in an Organization.

So let’s specify the persons role in that organization through creating another association. We grab the little dot above “Cathy Jones” and drag & drop the line on “Organization No. 1”. The in-map details show up again and indeed, DMX automatically created an association of type “Organizational Involvement”.

_images/create-organization-association.png

Next, we want to describe “Cathy Jones” exact role in “Organization No. 1”. Therefore we right-click onto the association to open the context menu and select “Edit”.

_images/edit-organization-association.png

The detail panel opens again and displays a form. You can now select an “Organizational Role” from a predefined set of possible values, e.g. “Member”.

_images/select-role.png

For your changes to take effect click “Save”.

_images/organization-association.png

Now this is a more meaningful association. If you right-click and select “Related” on “Organization No. 1” you see how the role can be usefuel when navigating in DMX. If you have entered more than one person, you can scroll down in the detail panel to see all persons and their respective roles in the organization.

_images/organizational-roles.png

Great! We’ve prepared for our interview with “Cathy Jones” and learned how to create topics and how to work with associations. That’s it for this short tutorial.

In DMX you are free to define your own topic types and association types. Find out more about it in the section about Modeling.