Chat now with support
Chat mit Support

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

Enabling and using the REST API

Evolve REST API (2018.1.0.79 and above)

The Evolve REST API was added to provide backwards compatibility support for the discontinued Web Portal SOAP API.

Where it differs slightly is in the method of calling the API. This has been modified to use the more standard RESTful http approach, using
POST, GET, PUT and DELETE protocols.

All of the calls return a json response, but can optionally return XML. The XML returned is equivalent to the older Portal API, and so should
ensure it is relatively simple to integrate, in-place of the older service.

To configure the API, it is first necessary to enable it from within Evolve:

          1. Having configured and ensured the Evolve server is functioning.
          Start Evolve Designer with Administrator Permissions.

          2. Goto your Evolve server settings

          3. Check the box 'Enable Web REST API"

          4. Save the configuration

          5. Press "Configure IIS"

The default endpoint for the API will be:

http://<your-server>/WebRESTAPI/api/<path to endpoint>

To use the REST API, please see the documentation, located here.

When using the API, always remember to use the /auth endpoint to authenticate first, and remember to include the returned token
in all subsequent calls to the API. This token should be encoded in the header of the http request.

 

Site Administration

Site Administration

Site Administration Pages

Site Administration Pages

Evolve Dynamic offers a number of built-in pages for administering your site via the web front-end.

You can create new menu items which directly link to these pages, and using Roles you can restrict access to them to prevent them being seen by normal users.

Administration pages are only available on Evolve Dynamic.

The table below details each type of page and how to create the menu link to it:

Name

Description

Menu

cw_appstore

This is the default page picker page.

Add Index Page Link > Standard Pages >

index_cw_user_usage

Shows users of your Site arranged by type.

Add Index Page Link > Standard Pages >

index_gov_roles

Used for managing Roles.

Add Index Page Link > Standard Pages >

index_gov_users

Shows all the users of your Site.

Add Index Page Link > Standard Pages >

index_governanance

Used for managing which roles can see which pages.

Add Index Page Link > Standard Pages >

index_questionnaires

Lists existing questionnaires and allows you to edit them.

Add Index Page Link > Standard Pages >

cw_questionnaire

This page is the only way you can create a new questionnaire.

Add Create Page Link > Standard Pages >

See here for help on Creating and Editing a Menu.

 

Working with Roles

Working with Roles

The instructions on this page explain all the activities relating to creating, editing and managing Roles.

For instructions on assigning Roles to Pages or objects for the Review and Approval workflows, see: Set Approval Roles and Users.

Create a Role

To create a Role:

          1. In your Evolve Site, browse to the Roles administration page

          2. In the page menu, click Grid

          3. Click the Add CW Role button

          4. In the pop-up dialog, enter the Name of the Role

          5. Click Create

          The Role is created.

Add Users to a Role

To add Users to a Role:

          1. In your Evolve Site, browse to the Roles administration page

          2. Click the Role you want to add Users to

          The Role page is displayed

          3. Click the Edit button

          4. In the page sub-menu, click Users

          5. Click the Associate button at the top-right of the Users (are in this role) box

          6. Click inside the text box, or start typing the name of the User you want to add

          7. Select the User from the list

          The User appears in the box

          8. Click the Save button.

          9. In the pop-out Changes window, click the Submit changes button.

          The User is added to the Role.

Specify which Site pages a members of a Role can view

You can link Roles to any Index Page, Object Page, Object Page View or built-in Administration Page in your Site.

Once you link a Role to a page, members of the Role are only able to view the pages they are linked to.

If a Role is not linked to any pages, they can view all pages in the Site.

To specify which Site pages members of a Role can see:

          1. In your Evolve Site, browse to the Roles administration page

          2. Click the Role you want to edit

          The Role page is displayed

          3. Click the Edit button

          4. In the page sub-menu, click See Views

          5. The page lists all the pages in the Site members of the Role can view

          6. Click the Associate button at the top-right of the CW View (owner) box

          7. Click inside the text box, or start typing the name of the page you want Role members to be able to view

          8. Select the page from the list

          The page appears in the box

          9. Click the Save button

          10. In the pop-out Changes window, click the Submit changes button.

          The page is added to the list of pages Role members can view.

You can also edit the links between pages and Roles using the grid on the built-in Governance Administration Page.

To use this method, select a page, click the Edit button and then link the page to Roles using the CW Role (is owned by) association.

 

IMPORTANT: After assigning pages to a role you must Save & Deploy your Evolve site.

 

Set which pages appear on Role members' home pages

You can specify which pages appear on the Evolve Site home page - and Home menu - for members of a Role.

To specify the home page links for a Role:

          1. In your Evolve Site, browse to the Roles administration page

          `2. Click the Role you want to edit

          The Role page is displayed

          3. Click the Edit button

          4. In the page sub-menu, click Has Views on Home

          5. The page lists all the pages which will appear on the Role members' home pages

          6. Click the Associate button at the top-right of the CW View (has on a menu) box

          7. Click inside the text box, or start typing the name of the page you want to appear on the home page

          8. Select the page from the list

          The page appears in the box

          9. Click the Save button

          10. In the pop-out Changes window, click the Submit changes button.

          A link to the page will now appear on all home pages for members of that Role, as well as a link in the Home menu.

 

You can also configure home page links for a Role using the grid on the built-in Governance Administration Page.

To use this method, select a page, click the Edit button and then link the page to Roles using the CW Role (is on the menu of) association.

 

Verwandte Dokumente

The document was helpful.

Bewertung auswählen

I easily found the information I needed.

Bewertung auswählen