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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

Edit a Questionnaire

Edit a Questionnaire

To edit an existing questionnaire:

1. On your Evolve Site, follow the menu link to the built-in 'Questionnaires' Index Page

2. Select the questionnaire you want to edit

3. Click the Edit button in the top-right of the page

4. Edit any of the questionnaire's details, questions and answers

5. Click the Save button to save your changes.

Delete a Questionnaire

Delete a Questionnaire

To delete an existing questionnaire:

1. On your Evolve Site, follow the menu link to the built-in 'Questionnaires' Index Page

2. Select the questionnaire you want to delete

3. Click the Edit button in the top-right of the page

4. Click the Delete button in the top-right of the page

          The questionnaire is deleted.

Reference

Reference

Site Configuration Reference

Site Configuration Reference

This page lists and explains all the configuration settings available for Evolve Sites.

Server-Level Settings

See the Server Configuration settings

Server

Setting

Description

Evolve IIS Site Name

Specify the name of your IIS Site as it appears in the URL, such as http://<server-name>/<evolve-IIS-site-name>/

We recommend you leave the IIS Site Name. If you do change it, it must be lower case with no spaces, and you must make sure that the MVC Folder still points to Casewise/Evolve/Site - or wherever your Evolve is installed.

Evolve Site Folder

Specify the path to your Evolve Site directory.

You can usually leave this as the default, unless you have installed to a different directory.

Evolve Data Folder

Specify the path to your Evolve Data directory where your local resources will be stored.

You can usually leave this as the default, unless you have installed to a different directory.

Server Language

Choose the language of the top-level Evolve Site, including the Model Selector page, as well as the login screen.

Server Theme

Choose the theme of the top-level Evolve Site, including the Model Selector page, as well as the login screen.

IIS Application Path

Specify the path to your IIS application.

You can usually leave this as the default.

CW Database

Select the CW repository your Evolve deployment will use.

Evolve CM User Name

Enter the Username of a CW Suite User with System Manager rights that can be used to log on to the CW repository so the Evolve Site can access the Model data.

You could create a new user dedicated toEvolve use for this purpose.

Evolve CM User Password

Enter the password for the above user. Ensure you Encrypt the password after entering it.

Javascript Mode

This is an advanced setting which can only be changed in developer debug mode.

IIS User Name

Specify the name of a local user on the web server machine which has Administrator rights on the machine.

This user is required for the Application Pool to run.

IIS User's Password

Enter the password for the above user. Ensure you Encrypt the password after entering it.

Authentication

Authentication Mode

Choose how you want Users to be logged on to Evolve:

Use CorporateModelerAuthentication to only allow existing CW Users to sign in

Use ActiveDirectoryAuthentication to enable Active Directory authentication

For a basic site to start with, we recommend you use CorporateModelerAuthentication.

Enable Automatic Logon

If you choose ActiveDirectoryAuthentication, select Enable Windows Authentication to ensure Evolve users are automatically logged in to Evolve when they access the Site.

Domain Short Name

If CW Suite is set to use login via 'any valid Windows user and domain' (option 3), use this setting to enter the short name of your domain. This is referenced before '\\', when used as shortdomainname\\username. If you do not use login option 3, leave this setting blank.

Use SSL Connection (Active Directory)

Tick this box if you need to connect to Active Directory using LDAP SSL.

AD Connection Path

If you choose ActiveDirectoryAuthentication, use this setting to specify the path Evolve can use to connect to your Active Directory server.

To do this:

Right-click onto the server/computer and go into Properties. The domain name should be visible at the bottom.

For example, if your domain is 'MyDomain.local' the connection path would be: LDAP://mydomain.local/DC=mydomain,DC=local

Note: for every parameter in the domain, you need to add a “DC=”.

AD Port

If you require a specific port for your Active Directory server, enter it here.

You can usually leave this as the default.

AD Group Membership Selection Mode

Leave as the default unless you have special Active Directory requirements.

Use GetAllGroupsForUser if your Active Directory has multiple domains and nested groups. The method causes Evolve to fetch the user and then try to fetch all the groups where this user belongs to.

Use GetGroupMembers (default) if your Active Directory operates on a single domain. Supports nested groups.

Use GetGroupDirectoryServices if your Active Directory has multiple domains and nested groups, as in option 1 (GetAllGroupsForUser), but you want to use LDAP-oriented protocol codes.

AD Connection

Username

This field is used to specify the property type on Active Directory used for the connection.

This is an advanced setting that should only be used by someone who is an expert in Active Directory.

Connect to Active Directory Forest

This option is selected to browse and find users across the entire Active Directory Forest.

If left unchecked, browsing is limited to the defined LDAP:// path, and will not extend to all Forest domains.

Workflow

Enable Workflow

Select the check box to enable Workflow on your Evolve server.

Workflow Due Date Interval

Set the number of days you want to allow for task completion. Evolve uses this interval to highlight tasks that are due for completion today, or alert you to ones that are overdue.

Send Email Alerts

Select the check box if you want alerts to be sent to users by Email. If you choose not to use Email, there are notifications in the Evolve Site itself.

SMTP Server

If you choose to send Email alerts for Workflow, use this setting to enter the address of your SMTP Server.

SMTP Port

If your SMTP Server requires a port setting, enter it here.

Email Display Name

Enter the name you would like to be displayed in the No-Reply email field for Workflow emails.

No-Reply Email Address

Enter the No-Reply Email address you would like to use for Workflow emails.

 

Site-Level Settings

Site node settings

Setting

Description

Node Name

Non-editable.

This is the name of the Site node.

Link Extension MIME Type

Advanced only.

This is site page extension. You should leave this set to 'html' unless you have a very specific reason not to.

Site Language

Choose the language of the Site if you want to override the global Evolve setting.

Number Separator

Select 'None' (default), 'Comma' or 'Space' to specify which number separator is used when displaying numbers on your Evolve Site.

For example:

None - 1000 or 1000000

Comma - 1,000 or 1,000,000

Space - 1 000 or 1 000 000

JSON Extension

Advanced only.

This is JSON file extension. You should leave this set to 'json' unless you have a very specific reason not to.

Less Theme

Choose the theme of the Site if you want to override the global Evolve setting.

Enable Cloud APIs

Advanced only.

Use this setting to enable the Cloud APIs.

Export Diagram Images

Static Sites only.

Use this option if you are publishing your Site in Static mode and you are showing Diagrams created in CW Modeler using the CW Modeler Diagram behavior.

You can leave this option unselected if you are not displaying diagrams or are only using the Vector (HTML5 ) behavior to prevent images of diagrams being generated when you publish your Site - a process which can take some time.

Display Date/Time In Local Time Zone

When Set, ensures all dates and times are displayed locally for the end user. Otherwise, uses the server date and time.

Restrict User Profile Access

When Set, prevents users from reading other user's profiles.

Remember Diagram Zoom Level

When Set, allows the end-user's browser to remember the zoom position for diagrams they have viewed. This makes navigating back and forth between diagrams, much easier. This can be disabled, if the site design is such that it is prefered to default to showing the full diagram, each time a page is visited.

Enable Smart Breadcrumbs

When Set, the smart breadcrumb trail is shown for end-users, for this site. Otherwise the display is, as it was pre-version 2018 (no breadcrumb trail).

Node UUID

Non-editable. This is the unique identifier for the Site node.

Deployment node settings

Setting

Description

Model Filename

Do not change this field. This setting represents the Scriptname of your Model.

Site URL Name

Specify the name of this Site as it appears in the URL, such as:

http://<server-name>/<evolve-IIS-site-name>/[sites|statics]/<site-url-name>/

Ensure the name is lower case, and has no spaces or special characters.

To change the Site URL Name for an existing Site, see: Change the URL name of your Site.

Site Display Name

Enter the name of your Site. This is only displayed on the top-level Evolve Sites page.

Deploy Custom Site

This option is used if you have a custom site configuration.

AD Mapping

Usage:

Only used in Dynamic sites if the Evolve Authentication Method is set to Active Directory or SAML2.

The AD Mapping is used to map first time users to Evolve. This allows your organization to select a Group, Role and License combination for users to be given, the first time they connect to Evolve.

When they connect the product will check the group/s they are in, and create a user in the administration model with the permissions defined. All subsequent access rights changes can be managed from the product.

If a user is no longer in the necessary Active Directory group, or is without a required SAML2 claim, then they will be prevented access to Evolve.

The Active Directory/SAML2 mapping grid

 

 

By default you will be provided 3 entries which correspond to the 3 license types your users can be offered. Any entry without an AD Group name, is effectively not mapped.

For each row you wish to map, specify the name of the Active Directory group or the SAML2 Claim you want to use for that type of Evolve licensed users.

Members of multiple AD Groups will have their rights aggregated, such that they have the super set of permissions acquired by the groups. The license they are provided will be the highest level - e.g. Diagrammer trumps Contributor, which trumps Social user.

Rows can be added to the bottom of the grid, to enable the addition of further groups or claims.

AD Group

Specify the name of the Active Directory group or the SAML2 claim you want to use for this row. This is the group the user will need to be a member of, or the claim the user will need to have, in order to receive these rights.

A special built-in group called "Anonymous" can be used, to describe anyone who logs in, without access to the other defined groups. Since version 2018, this "Anonymous" group can have CW Group, CW User Type and CW Role defined, such that they can have a default access. This may be desired if, for example, all employees have read access, under a basic Role, but are not associated to any of the EA/BP groups. Then, for example, a select few have Contributor access through a specific Group.
E.g.

CW User Type

Specify the type of user license that will be provided for this group of users. The highest level of license will be awarded if the user is in multiple groups.

CW Group

Specify the access rights group you wish the users of this group to belong to. This can control the sites/models the user has access too, and also the object types/categories available to them. CW Groups are managed in "Access Rights Manager" or "Model Explorer"

CW Role

Specify the default Role that will be provided for this group of users. For details on the use of roles in Evolve see here.

Use Static Authentication

When checked this option will use the AD Mappings (or the CW_User Type) to enable access to the static generated site. Users without at least 'Static' permissions, will be denied access to the site.

Display Model in Evolve

Use this option to specify if this Model Site is available or disabled in Evolve.

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