Category Archives for : Help

Last week we announced that Creately is now available to Fogbugz Ondemand users. This how-to post covers the following topics:

• Adding the Creately for Fogbugz On Demand plugin to your Fogbugz site
• Adding a Diagram to Your Cases
• How to configure Creately for Fogbugz On Demand plugin
• Updating your Creately for Fogbugz license after the trial

We’ll jump right in to it.

Adding the Creately for Fogbugz On Demand plugin to your Fogbugz site

The process to install Creately for Fogbugz can be a little daunting unless you’re a seasoned Fogbugz plugin installer and so I thought I’d put together this little how to make things easier. There are 2 options for the installation.

The first option is to use our semi-automated installer. Just visit: https://creately.com/diagram-products#fogbugz and click the “Install OnDemand” button which will ask you for the site name/URL of your Fogbugz On Demand server. Enter the details and click “Install Creately”, you’ll be redirected to your Fogbugz server and asked to confirm the installation. All done, you can start adding diagrams to your cases right away.

The second option is to add the plugin manually, to do that follow the steps below.

1. To start with you need to login to your Fogbugz Ondemand site.
2. Once that’s done you need to open the “Admin” menu and select the “Plugins” option.
   

   Select the Plugin option from the Admin menu

3. On the new page select the link at the bottom of the list titled: “View All Available Plugins”.
   

   Click to view all the available plugins

4. In the list that appears of all the plugins find the entry for “Creately for Fogbugz”. On new Fogbugz Ondemand servers the listing is about 14 items down from the top.
   

   The listing for Creately for Fogbugz

5. At the start of the listing you’ll see the  current installation status of the plugin. If it isn’t installed it will say “No”. Click the word “No” and a popup will appear asking you to confirm that you want to install the Creately for Fogbugz plugin, check the checkbox and click “OK”.
   

   Installing Creately in Fogbugz on demand

6. After you click “OK” the plugin installation status will change to “Yes”. The plugin is now ready to be used and you can start a new diagram in a case straight away. If this is the first time you have installed the plugin you’ll receive a 14 day free trial for you to explore the plugin.
   

   Creately diagramming plugin installed in Fogbugz

Adding a Diagram to Your Cases

Once installed the easiest way to try the plugin is to click the “List Cases” button at the top of the page and then pick a case and edit it. On the edit screen below the title and the case meta data you’ll see the “Insert/Edit Creately Diagram” button:

Click to insert or edit a Creately Diagram

Clicking the button will start the editor, if this is the first diagram for the case the editor will just load but if there is already a diagram on a case you’ll be offered the option to edit a current diagram or start a new one.

Once you’ve finished editing your diagram you can insert it into the case and return to the case by clicking the “Exit” button in the top left hand corner

Once finished with your diagram click the Exit button to return to Fogbugz

How to Configure Creately for Fogbugz On Demand plugin

Follow these steps if you need to view or edit the configuration of the plugin or add a license that you’ve purchase after your trial.

1. Once again open the Fogbugz plugin listing
   

   Select the Plugin option from the Admin menu

2. You’ll see the Creately for Fogbugz plugin in the activated plugin listing
   

   Creately diagramming plugin installed in Fogbugz

3. Click the configure “Edit” button to load the config edit page
   

   Click to edit the plugin config

4. On the configure page you can change the settings for the following:
   1. Which shape libraries open by default when editing a diagram
   2. Enabling which of your users can edit diagrams
   3. Download the error log file to send to support upon errors
   4. Update your subscription license

Updating your Creately for Fogbugz License after the trial

Once your 14 day trial of Creately for Fogbugz has expired you may like to purchase a license for your Creately for Fogbugz Ondemand installation. Licenses include maintenance with upgrades and email technical support. Licenses only need to be purchased for the number of diagram editors that you require and don’t have to be purchased for all your Fogbugz users. The licenses can be paid on a monthly or annual basis – if paying annually you will save 16% compared to paying monthly over a year.

Follow the steps above to view the plugin configuration page. Once on the config page look on the right hand side and select your preferred license period and the number of users then click the “Activate” button. You’ll be taken to the creately.com website and you will need to create a new account and select a payment method, complete the purchase and return to your Fogbugz Ondemand server. Your license will be automatically installed when you return to your Fogbugz Ondemand server.

If you have any questions please email support@creately.com and include the email address used to register your Creately for Fogbugz Ondemand license.

We have a series of tutorial videos, but with the continuous developments and feature upgrades to Creately these tutorials look a tad bit outdated. So we thought of coming up with new tutorial videos to highlight some of the predominant updated features. Starting from this week, you can expect a series of video tutorials demonstrating how-to draw different kinds of diagrams with Creately.

Today, lets take a look at a simple 2-min how-to video on drawing professional Org Charts with Creately. With this, you will agree that creating Org Charts is seriously a simple affair.

You can find many  org chart diagram templates in our diagram community to get started faster.

We did this to help you understand some of the basic features. You can hit us back if you got any queries. We’re listening to you as always!

Creately Video Tutorial #4 – Fast Flowcharts with Creately

Today, we show you how to create a fast and easy flowchart to share with your team and clients. In 3 mins flat, we’ll show you why our 1-click Create-N-Connect buttons, easy collaboration and built-in commenting features make Creately the best online flowchart software.

Creately Video Tutorial #4 – Fast Flowcharts with Creately

We’ve had so many people request for mind maps – but we really didn’t want to compete with the likes of the many excellent Mind-Mapping tools out there. But so many requests must mean something.

So we put on our thinking caps on and got to work to figure out how our smart Knowledge Objects can be leveraged to let you create fast, attractive looking mind-maps on Creately.

It was simple enough. We built a smart KObject set with 2 shapes, namely

1. Topic
2. Idea

With these new Shapes and the 1-Click connector you can now quickly develop mind maps on Creately. Just click on the Contextual toolbar to add a new Topic to an Idea (or use the Alt-Drag Keyboard shortcut). Its really that easy and fast.

And all that with the usual collaborative goodness that is Creately. Comment, Embed, Share and Publish anywhere. Check it out- it’s Free.

@charanjit

Many of you are using Creately to put together some wonderful UML, entity relationships and other diagrams that require multiple connectors be connected between the shapes. That’s something you can do real easy with Creately’s magic Gluepoints.

Here’s a 1-min video that shows how to use gluepoints in Creately to create multiple connection points between shapes that stick to where they should be and are smart enough to route themselves when you move your objects around.

Hope this was useful. Drop us a line with more video tutorial suggestions, or if you have any questions.

@charanjit

This 2-min video demonstrates how easy it is to link to diagrams with Creately – Online Diagramming & Design and turn a simple sitemap into a rich environment for website planning & design.

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So we’ve decided to use this Creately Help Topic to present Video Tutorials of the many ways you can enjoy Creately’s features in everyday work.

We kick off with our Diagram Linking feature. Diagram linking lets you link objects in your diagrams to an external URL or a Creately diagram.

1) External URL – this could be any standard website address, like https://www.myclient.com.

2) An Internal Creately Diagram – This opens ups great possibilities for Sitemaps, Mockups and even software design.

Check it out.

Leave us your feedback and suggestions for more Video Tutorials.