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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

Validate Repository

Validate Repository

Verify and Fix Issues with the Repository

When upgrading from older versions of CWSuite / Evolve, or if the product appears to be behaving inconsistently it is advised to check that the Repository is in a consistent state. This is done through the following steps:

1. Check you are privileged to perform this task:
You MUST be an Administrator of the CW repository and also have db_owner, or administrator permissions on the SQL/Oracle database.

2. Open a Windows Command Prompt by:
Pressing At the taskbar, select Start. | Run.
Type: CMD. or on some versions of Windows. COMMAND.
Click 'OK'.

3. Navigate to the CWSuite installation directory, usually:
C:\Program Files (x86)\Casewise\CM10\bin
Use the commands:
Type: C:
Type: cd "program files (x86)\casewise\cm10\bin"

4. Run the Validate tool to check for errors:
Type: validaterepository -username:<your-admin-username> -password:<your-password> -TestOnly

5. You should be presented with something similar to the following response:

6. Other ValidateRepository commands can now be run from this point

Enabling Audit Options

In order to prepare CWSuite to have auditing options available, it is necessary to switch auditing on in the repository. This is performed through the ValidateRepository tool, as it requires minor changes to the database schema.

1. First ensure that the CW repository has its schema up to date, and has no issues, by following the above steps "Verify and Fix Issues with the Repository".

2. Now enable Auditing:
Type: validaterepository -username:<your-admin-username> -password:<your-password> -enableaudit:true
e.g. validaterepository -username:admin password:test -enableaudit:true

3. You should be presented with the following response:

          

 

 

Global Search

Global Search

Enabling Global Search

          1. In CWSuite, ensure that the model’s auditing option is enabled. See image, on the right to find the location of this setting.

If you do not see the option to 'Enable Object Revision History' in the Model Properties dialog. Ensure you have turned auditing on in the Repository. See details here.

          2. Before deploying a Dynamic Site from Evolve Designer, ensure Enable Global Search is selected by navigating to Site -> Deployments -> [DeploymentMachine]                     -> Site Name and checking the Enable Global Search checkbox.

          3. Also check the location of the temporary search index delta files. This folder will buffer changes from the database, to the search service. It is entirely temporary and                     should the content be erased, it will automatically be recreated.
                    This directory should be server-local (a suitable location is selected by default, however if you need more disc space, this can be placed anywhere else on the                     server).
                    If this server is Primary, the search content will appear at this location first, before being copied to a "Shared Location", for use by the slave servers.
                    If this server is a Slave (not Primary), then this location will not be used, as the data is sourced from the "Shared Location". Slave servers must have the "Shared                     Location" set to the same folder as the Primary Server's "Shared Folder"

New settings in Evolve 2018.1.0 and above. These control the temporary file location for search index change.

Searching for Objects

Finding objects is as simple as entering text into the search field and clicking the search icon or pressing enter.

Filtering Search Results

Filtering by Object Type 
Search results can be filtered to only show objects that are a specific object type.

Filtering by Category 
Search results can be filtered to only show objects that fall under a specific category.

Restricting Search 
By default Global Searches are performed on object Names and Descriptions. If this is yielding too many unwanted results you can specify to search based on object names or descriptions separately.

 Related Topics

Advanced Search

Using Favorites with Filters

Global Search - Advanced Filters 

Global Search - Advanced Filters [2018.0.2+]

Before you start

Ensure Global Search is enabled.

Accessing the Advanced Filters

Access the search window by typing your search text in the left hand pane and clicking the search icon or pressing enter.
This will give an initial result set using the current filter settings. Clicking the down twisty 'v' will show the standard filters.
Just above the apply button there is an Advanced twisty 'v', this will give access to the advanced filters section.
In order to add an advanced filter you must first select one or more object types.

Fig. Advanced button

Fig. Object Type Selection

Using the Advanced Filters

Click the "Add" button to add a filter.

Drop down a property (note: if multiple object types are selected, only the intersected set of properties will be available).

Choose your condition from the second drop-down (e.g. Contains).

Type the text you wish to use with the condition.

Press 'Apply' to apply a filter and 'Reset' to remove the filters.

Note that all filters are "AND"ed together, with the standard filter content.

Fig. Advanced Filters

 Related Topics

Global Search

Using Favorites with Filters

Global Search - Favorite Search Filters 

Global Search - Favorite Search Filters [2018.0.2+]

Before you start

Ensure Global Search is enabled.

Using Favorite Filters

When viewing the filter options you will see a star symbol. Pressing this star will open the favorites options.

By default you will see a place to name a favorite, and the 'Save' button.

Naming and saving a favorite will store it in your favorites.
It will appear in a list on the same page.

Pressing a favorite name from the list, will switch to this saved filter.

Pressing the X to the right of the favorite, will delete this favorite.

          Fig. Your favorites, click one to use this filter

Viewing Preset Filters

To the left of the favorites star icon is the presets icon. Pressing this icon, will show the preset filters.

Preset filters are like favorites, but are available to all users with a given Role.

Preset filters are also available in Static evolve sites, where the Roles of the user generating the Static site, will control which filters are available to ALL users.
Note: Static sites themselves do not have Roles, hence the preset's availability.

Preset filters can only be added by an Administrator, and assigned to Roles

          Fig. Choosing to view Preset Filters

Sharing Favorite filters as Presets (Administrator option only)

In order to configure Presets, it is necessary first to be an Administrator.

1. Create a filter in the usual way.

2. Make the filter a favorite.

3. From the 'Page Picker', choose the 'Filters' Page.

                    Fig. Configure Preset Filters with this Page

          Fig. Select your favorite and assign it a Role

1. From the list of favorites displayed, choose the edit button

2. Search for a role and associate it to the favorite

3. Save the association.

4. This favorite will now display as a Preset, to all users who share this Role

Remove a Preset (Administrator option only)

In order to remove a Presets, it is necessary first to be an Administrator.

1. From the 'Page Picker', choose the 'Filters' Page.

2. Locate the Preset you wish to remove.

3. Disassociate the Roles from the Preset.

4. It will return to being a favorite and can be deleted in the same way as other favorites.

 Related Topics

Global Search

Advanced Search

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