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erwin Evolve 2020.1.1 - User Guide

erwin_Evolve_User_Guide
erwin_Evolve_User_Guide
Getting Started Creating Sites and Pages Data Layout Options Filtering Data Property Groups Data Visualizations Displaying Diagrams Using Web Modeler Automatic Diagrams (Diagram Designer) Navigating your Site Workflow Explained Social Interaction Features Questionnaires Reference Configuration and Administration Customizing Your Site Troubleshooting Upgrading

Running Evolve Designer

Running Evolve Designer

Evolve Designer is the application used to create, configure and manage Evolve Sites.

In order to run Evolve Designer you must log in with a CW user that has System Manager rights.

In addition, certain functions performed by Evolve Designer require that the application is run with administrator privileges on your machine.

How to access and run Evolve Designer

For Dynamic Sites, or Static Sites that are directly published to a web server machine running Microsoft Internet Information Services (IIS), Evolve Designer must run on the web server itself.

We recommend that you do the following two steps to access and run Evolve Designer:

1.Create a Desktop shortcut for Evolve Designer.

2.Configure the shortcut to force the application to run with administrator privileges.do you want to do?

Create a Desktop shortcut for Evolve Designer

To create a Desktop Shortcut for Evolve Designer:

          1. Right-click on your Desktop background and select New > Shortcut

The Create Shortcut wizard opens

          2. Click the Browse button to navigate to and select evolveDesigner.exe

The normal installation path is C:\Casewise\evolve\Site\bin\evolveDesigner.exe

          3. Click Next

          4. Enter a name for the shortcut

          5. Click Finish.

The shortcut is created.

Configure Evolve Designer to run with administrator privileges

To configure Evolve Designer to run with administrator privileges:

          1. Right-click the Desktop shortcut and select Properties

          2. Click Advanced

The Advanced Properties dialog opens

          3. Select the Run as administrator check box

          4. Click OK

The Advanced Properties dialog closes

          5. Click OK

The shortcut Properties dialog closes.

Now, when you click the Evolve Designer shortcut on your Desktop, the program will run with administrator privileges.

Licensing

Licensing

As of the 2018 release of erwin EA/BP Server, licensing is migrating to the standard erwin Inc. license system. During the migration, there will be a grace period, whereby existing customers can continue to use their existing Casewise licenses. erwin do not intend to force customers onto the new licensing, and will work with them to ensure a successful migration.

If you are considering upgrading to 2018, you should not be concerned with the new licensing system, as its usage is optional at the moment.

The license types available for erwin EA/BP Server include:

License

Description

erwin EA Server

The main server license which supports Evolve. This is usually supplied with a number of EA Contributor licenses. It often packages together both a Dynamic and a Static site license.

erwin BP Server

The main server license which supports Evolve. This is usually supplied with a number of BP Modeler licenses (aka eModeler). It often packages together both a Dynamic and a Static site license.

erwin EA Contributor

A single named user license, that enables users to modify content through a site.

erwin BP Modeler

A single named user license, that enables users to modify content through a site and use BP Modeler (aka eModeler).

 

Activating your erwin License

The process for activating an erwin EA/BP license is very simple.

          1. Support will provide you with a single license file per Server machine that requires licensing.

For example:

          2. Having installed the software, copy this file to your server's desktop.

          3. Double click on the file. You will be presented with a warning:

          4. Press "Yes" to allow the tool to change the registry.

          5. The software now has the purchased licenses activated on the server. To verify this, load the           License Manager.

Open erwin CW Suite - Start Here...


 

          6.          Click on License Manager, and login.

          7. License Manager will show the license code, activation count and various other attributes.

 

Returning your erwin License

If you need to move the license from on server to another, this can be performed up to 3 times, without contacting support.

1.Press "Return" in the "Online" section of the License Manage dialog
This will contact the licensing system, and return the license to the pool

2.Activate the software as usual on your new server.

If you run out of activations, you can have the counter reset, by contacting support.

URLs, File Paths and Directory Structures

URLs, File Paths and Directory Structures

This page explains how the URLs, file paths and directory structures work in Evolve.

Evolve Site URLs

There are three different URLs you can use to access Evolve, depending on how your deployment is configured.

Accessing the main Evolve IIS Site

The main Evolve IIS Site is only accessible if you use Evolve Dynamic Sites. If you use only Evolve Static, then this site is still created, but does not display anything.

When you install Evolve and Configure the Server, it creates a top-level Evolve IIS Site.

The Site is used to provide the Evolve login dialog, as well as to show the page displaying the list of Model Sites that are available.

The site can be accessed using the following URL:

http://<server-name>/<evolve-IIS-site-name>/

where <server-name> is the name of your web server machine, and <evolve-IIS-site-name> is the name you specified in the Server Configuration application.

Depending on which authentication method your Evolve server is configured to use, when you access the Evolve IIS Site you log on and are then shown a list of all the Dynamic Model Sites you have access to. You can click any of the Model Site links to visit that Site.

Accessing a Dynamic Site

Dynamic Sites are published at the following URL:

http://<server-name>/<evolve-IIS-site-name>/sites/<site-url-name>/

Accessing a Static Site

Static Sites are published at the following URL:

http://<server-name>/<evolve-IIS-site-name>/statics/<site-url-name>/

File paths and directory structures

This section explains the folder structure used by Evolve on the web server machine. The names used are the default names for a typical configuration.

The Evolve files are typically found at C:\Casewise\Evolve

Within this directory, the following directories exist:

Folder

Description

Data

 

This folder contains all the necessary site-specific files created when you publish a Site.

Includes the following sub directories:

Common

The Common folder contains all resources that are shared across all Dynamic Sites in Evolve, such as translated text and Site logos.

Logos for Model Sites listed on the top-level Evolve Site are also stored here.

Sites

The Sites folder contains a folder for each of the Dynamic Sites that are published.

Each of these directories is named according to the Site ID in the deployment settings for the Site, and contains the css, js, images and webdesigner sub directories.

Statics

The Statics folder contains a folder for each of the Static Sites that are published, which in turn contain all the published files and resources for the Site.

Site

Contains all the application files required for Evolve to run.

Also is the home of the custom folder used to store customizations such as js, css, themes and images.

Log files.

Content

This folder will only exist if you have had a previous version of Evolve on the machine.

Static

This folder will only exist if you have had a previous version of Evolve on the machine and had a Static Site published.

Accessing object pages directly by the URL

There are two ways to access content directly in Evolve using URLs.

The Standard URL

Using the 'Share' button:

Will allow a user to share a page with another user. It is also possible to gain the same behaviour by copying the address bar URL from your browser and sharing this with other users. These URLs are model and site dependent. This means that they will only work for a given site, generated by a given model. This is because the identifier for the object is an ID that is local to the model. This is normal, and in almost all cases, is exactly what is required.

A sample of a Standard URL:

localhost/evolve/sites/voxdnoev/index.html#/cwtype=single&cwview=process&lang=en&cwid=1767

Where: cwid=1767 is the local ID for an object.

The UUID URL [Evolve 2016.1.1 and above]

A UUID based URL differs in the way that it identifies objects in Evolve. A UUID URL is still site dependent, in that the first part of the URL identifies the Evolve web site, however the latter part can be used with any site that supports the given object type, and has an object with the matching UUID. This means that objects which have been copied, or transfered by XML (or other means) from one model to another, will still be considered to be the same object.

A sample of a UUID URL:

localhost/evolve/sites/voxdnoev/index.html#/cwtype=single&cwview=process&lang=en&cwuuid= f0a9ed615e7b11e48273a08869a4da20

Where: f0a9ed615e7b11e48273a08869a4da20 is the UUID of the object.

How does this work?

When you access a URL using the cwuuid, Evolve will do a lookup in the model and redirect the page to the matching cwid.

If both cwid and cwuuid are supplied in the URL, Evolve will ignore the cwuuid parameter.

 

Why might UUID based URLs be useful?

Take an example where you are running a master model in English, and take copies of this model to translate into French. You want to add the ability to reference the translated object from the English object. However, the IDs of the objects within the French model, may differ from those in the English model. It is therefore not possible to create a simple reference.

In this instance it is possible to use the UUID based URL. You can simply take the site portion of the French URL, and add the Object UUID from the English URL, and you have a new URL that can jump from French to English.

NB: To find the UUID of an object, either display this in your Evolve site design, or if you are developing a custom view, look to the JSON data structure that is returned by the Evolve server.

Creating your First Evolve Site

Creating your First Evolve Site

If you are new to Evolve, once you have familiarized yourself with the Key Concepts, Metamodel Considerations and how to Run Evolve Designer, you can use the following pages to help you get your first Site up and running.

Once you have completed these tasks, you should have a simple working Site containing all the fundamental elements. Only once you have done this do we recommend that you go on to try different options.

Configure your server

Create a Site

Create a basic Index Page displaying a simple list of objects

Create a simple Object Page

Create a Menu to link to your Index Page

Publish your Site

Once you have published your Site and tested that it works, you can go on to explore how to extend your Site by creating more adventurous pages using the information in the Layouts and Behaviors section.

 

Important factors to remember when extending your site

As you go on to add more content to your site, remember these important factors:

You must create an Object Page for each type of object you want to view.

Your CW model must contain a Template Diagram with the same Category and Rule combination for every Diagram you want to display in Evolve.
This must be one template only for each Category and Rule - if you have multiple templates then Evolve will report an error.

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