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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

Upgrading to Evolve 2020 or 2018

Upgrading to Evolve 2020 or 2018

If you are upgrading to the latest Evolve 2020 or 2018 from any previous version and you have CWSuite installed on the same machine.

When uninstalling any version of Evolve from 4.0 upwards, it is also necessary to uninstall "Evolve Services" / "CWS Services" - the service that operates the Global Search, and Web Modeler.

The Evolve Web Platform uninstaller does NOT remove Evolve Services (or CWS Services) when uninstalling.

The following steps ensure compatibility between Evolve Web Platform and Evolve Suite (CWSuite) when run on the same machine.

          1. First BACKUP your SQL Database, to ensure any updates can be reverted should there be a problem.

          2. Now uninstall Evolve Services (or CWS Services for 2018 and older) (see image).
                    To do this you my need to first stop the CWS Services from running (see second image)

          3. Then uninstall your previous version of Evolve Web Platform 2020, (Evolve 2018 or Evolve 2016)
                    A restart may be required.

          4. Now uninstall your previous version of Evolve Suite 2020, (CWSuite 2018 or CWSuite 2016)
                    A restart may be required.

          5. If you are migrating from Evolve 2018 or older, follow this step, otherwise goto step 6

Goto your previous Evolve installation folder (defaults to C:\Casewise\Evolve) and rename it to "Evolve_OLD")
This folder is not removed by the installer, as it contains files that were not part of the installation.
Keeping this folder can be useful, if you have customizations that you need to copy across.
Once you are sure you have all you need from this directory, it can be removed.

Continue at Step 7

          6. If you are migrating from Evolve 2020, follow this step, otherwise goto step 7

Goto your previous Evolve Web Platform folder (defaults to C:\erwin\Evolve)
Inside you will find a folder called 'Data'
Delete this folder - it contains generated content from your sites, that will be recreated when you republish your sites
in Evolve Web Platform 2020. Due to the changes to several folder structures, this step is important.

Go back up a folder, to your previous Evolve Web Platform root directory (defaults to C:\erwin\)
right-click on the 'Evolve' sub-folder, then choose
'Sent to >' - 'Compressed (zipped) folder'

Let Windows compress the remenants of this folder to a backup file
This zip will contain any customizations made to Evolve Web Platform, various settings, and your Global Search cache
This is a useful backup to keep, should you need to revert any changes.

Finally delete all the contents of the Evolve folder EXCEPT these 2 folders (if you want to preserve your Global Search cache):
  * CWSServices - folder
  * Elasticsearch - folder

          7. Install the latest Evolve Suite release (aka CWSuite)  * If only the Web Platform is required, this step can be skipped. *
                    (The Suite should be installed first, if both Desktop and Web components are to co-exist on a single machine)

          8. Install Evolve Web Platform 2020
                    And copy any custom files back to their respective folders (nb: only copy files customized by your organization)

          9. ** ENSURE YOU HAVE BACKED UP YOUR DATABASE **
                    Follow the instructions to upgrade your database.

          10. IMPORTANT: additional step if upgrading from a previous version of Evolve 2020 (can also be performed for any version upgrade
                    but is required when updating to 2020.0.2 or later in the 2020 series)
                    Continuing on from the database upgrade instructions, also run the following command

                    ValidateRepository.exe -connection:YourConnectionName -username:YourUserName password:YourPassword -applyfixes

                    When prompted to apply fixes, review the changes (there may be other faults that need fixing, check you are happy
                    with them) then press 'a' for all.

          11. Your upgrade is complete - continue to configure Evolve Web Platform and re-publish the sites.

When a version of Evolve Web Platform (Evolve) is installed on the same machine as Evolve Suite (CWSuite), the version of Evolve Suite installed must be the same version (including revision, e.g. 2020.0.2) to ensure full compatibility.

Other machines on the network can continue to use Evolve Suite matching the same Major Version, e.g. 2020.x if desired. Although upgrading to Evolve Suite (CWSuite) at the newer version, may offer additional features / fixes.

 

Upgrading to Evolve 2016.2

If you are upgrading to Evolve 2016.2 from Evolve 4.0 and you have CWSuite installed on the same machine.

When uninstalling any version of Evolve from 4.0 upwards, it is also necessary to uninstall "CWS Services" - the service that operates the Global Search.

The Evolve uninstaller does NOT remove CWS Services when uninstalling.

This is to ensure compatibility between Evolve and CWSuite.

          1. First remove Evolve 4.0

          2. Next uninstall CWS Services. To do this you my need to first stop the CWS Services from running (see image)

          3. Now uninstall CWS Services (see image)

          4. Then remove CWSuite 2016.0.

          5. Install the latest CWSuite 2016.1 release.

          6. Finally install Evolve 2016.2

 

When this version of Evolve is installed on the same machine as CWSuite, the version of CWSuite installed must be at least 2016.1.0 to ensure compatibility.

Other machines on the network can continue to use CWSuite 2016.0 if desired.

 

 

Following any upgrade if you have made modifications to the Themes of your site through the LESS variables, you may be presented with the error message:

If this happens, please review the following section on LESS variables, by clicking here.

Upgrading from Evolve 3.x

If you are upgrading from a version earlier than Evolve 4.0, please first ensure you have completed the steps in the Database Migration Guide, and then follow the appropriate steps listed below in order to complete the migration process and have your Sites running the new version.

 

If you have any custom themes you must copy all of the lines below and paste it in all theme files for every Evolve site that you are deploying.

@cwDiagramEditorIconColor: #b7b7b7; //v4.0
@cwDiagramEditorMenuBackgroundColor: #f1f1f1; //v4.0
@cwDiagramEditorMenuMainHeaderBackgroundColor: #2372a7; //v4.0
@cwDiagramEditorMenuSubHeaderBackgroundColor:#2881bd; //v4.0

Adding this text to the end of the theme files will upgrade the theme files for the new version

If you are using a custom logo it is important to note that the new dimensions for the top left logo are 146px x 30px.

UPGRADING CUSTOM THEMES / LESS VARIABLES

This section applies to users that have customised their Evolve theme. You can skip this section if you are using the default Evolve theme and have not made any changes of your own.

Failure to Update – Theme Errors

Failure to update your custom theme with Evolve 4’s new LESS variables will result in an error.

Merging Changes Into Custom Theme

To ensure that Evolve 4.0’s pages appear as they should, you must copy the new variables into your custom theme files. These variables are listed on the next page.

New Variables in 4.0

The following variables are new to Evolve 4.0:

Global search

Variable

Default Value

@cwGlobalSearchFocusColor

@cwMenuLeftMainNavigationBackgroundColorActive

@cwGlobalSearchTextColor

@cwMenuLeftMainNavigationTextColor

@cwGlobalSearchBackgroundColor

@cwMenuLeftMainNavigationBackgroundColor

@cwGlobalSearchResultsTextColor

@cwFontTextColor

@cwGlobalSearchResultsBackgroundColor

whitesmoke

Top Bar

Variable

Default Value

@cwTopBarHeight

40px

@cwTopBarBackgroundColor

#ECEFF1

@cwTopBarProfileLinkColor

@cwColor2

@cwTopBarProfileLinkHoverColor

@cwColor2Shade

 

 

Login Page

Variable

Default Value

@cwLoginTextColor

@cwTextColor

@cwLoginLabelColor

@cwColor2

@cwLoginTextBoxBorderColor

#CFD8DC

@cwLoginTextBoxFocusBorderColor

@cwColor2

@cwSiteSelectionTextBackground

@cwColor2

@cwLoadingIconColor

@cwAccentColor

Theme File Labelling Convention

Evolve’s LESS variables are named using camelCase whereby the first letter of each word is capitalized – except for the first letter of the whole string. Evolve version numbers are commented out next to any variables that relate to specific Evolve versions. I.e: //v4.0

Custom Logos

The dimensions of custom logos have been changed, they are now:
Image 1
logo.png
146 x 30 px

Image 2 
logo-m.png
112 x 30px

Upgrading from Evolve 2.2, 2.3, 2.3.1, 3.0 or 3.1

There are no changed configuration options required for your upgrade, but you must still do the following:

Run the Server Configurator to complete the upgrade.

Upgrade Your Database so it works with the new version.

Update each of your Sites so they work with the new version.

Evolve eModeler

Evolve 3.1 introduces eModeler. To ensure that this new feature is enabled for use across your Sites, see Enable BP modeler.

Upgrading from Evolve 2.1

If you are upgrading from Evolve 2.1, quite a lot has changed in terms of Site configuration and setup.

As such, there are a series of steps you should follow in order to complete the upgrade process.

Instructions for upgrading from Evolve 2.1

 

These instructions assume you have already upgraded the Evolve application on the web server in accordance with the Installation Guide.

Upgrading your database to support CW Suite / Evolve 2016 and above

Upgrading your database to support CW Suite / Evolve 2016 and above

These instructions explain how to update your database for new releases of CWSuite and Evolve.

 

IMPORTANT: Before beginning the upgrade process you must make sure that your database user has DBA permissions.
It is also STRONGLY advised that you backup your SQL database prior to upgrade, as any failures during upgrade may not be reversable.

Step 1 - Backup and Preparation

It is recommended that you back up your database prior to following these steps.

Step 2 - Ensure you have installed your new version of CW Suite

Follow the install guide for CW Suite until the step to upgrade your database.

Step 3 - Upgrade the Database

1.Run Command Prompt as an administrator and navigate to the 'bin' directory where CW Suite is installed.

2.Type the following: ValidateRepository.exe -connection:YourConnectionName -username:YourUserName password:YourPassword -upgradedb

3.The Validate Repository tool will do various checks and will display the results of these checks as well as a prompt to commence the upgrade.

If your user does not have DBA permissions you will see the following message:

If you see this message you should not proceed with the database upgrade.

Step 4 - Continue with you install instructions for Evolve as required

Install Evolve following the information detailed in the installation guide.

Upgrading to Evolve 2.3 from Evolve 2.1

Upgrading to Evolve 2.3 from Evolve 2.1

If you are upgrading from Evolve 2.1 there are several steps you must follow to ensure your Sites are updated to run with the new version.

There are also some changes to file paths and the URLs your Sites can be accessed via that you should understand.

If you previously used Workflow in Evolve, please read this important message:

Important message for Workflow users

The mechanism for providing workflow capabilities within Evolve has changed completely in this release.

While any workflows you may have previously configured will still work in Evolve 2.3, all existing Tasks and Notifications will be lost.

If you need assistance preserving existing Tasks and Notifications, please contact the erwin Support Team.

Steps for Updating Sites

 

These instructions assume you have already upgraded the Evolve application on the web server machine in accordance with the Installation Guide.

To ensure a smooth transition to the new version, follow the steps below:

1. Understand multiple Sites, the new URLs, file paths and directories

Learn about the URLs, file paths and directories used in Evolve 2.3.

2. Run the Server Configuration utility

Use the Server Configuration utility to ensure your Evolve IIS Site is configured correctly.

3. Update and publish existing Sites

For each existing Site you want to use in Evolve 2.3, ensure you follow the instructions for Updating an existing Site.

4. Learn how to create and configure a new Site

Now Evolve supports multiple Sites, learn how to Create a Site.

Update an Existing Site

Update an Existing Site

These instructions explain how to update an existing Site and configure the settings so it can be published in the latest version. These steps should be followed for each existing Site you want to publish in the new version of Evolve.

These instructions assume you have already upgraded the Evolve application on your server, and used the Server Configuration tool to configure it.

As long as the model containing your Site is in your repository, when you launch Evolve Designer the Model and its Site should be listed so you can open the Site in the designer application.

 

There is a new warning message displayed when publishing a Site if your model has more than one template diagram for a Rule and Category combination.

We strongly recommend that if you see this message you revisit your model to eliminate duplicate diagram templates for the same Rule and Category, otherwise you could have issues displaying diagrams in your Site.

Step 1 - Check existing custom data and files

Custom Site content

Check that any custom Site content you may have is in the correct location in the Evolve/Site directory.

This is in your Site\bin\webDesigner\custom\<customization-name> directory.

See URLs, file paths and directory structures.

Custom logos

If you use custom logos in your Evolve Site or Sites, the configuration required to use them has changed. Please read these instructions on how to use custom logos on your Site to ensure they continue to work after upgrading.

Custom Workflow Emails

If you have customized the default Email templates for Workflow, ensure they are copied to the Site\bin\SMTP\Email Templates directory.

Step 2 - Update the Site's Meta Model

To update the meta model:

          1. In Evolve Designer open your Site

          2. Click the Update Meta Model button

          The Model is updated with the latest required meta data.

          3. Save your Site, the close and re-open Evolve Designer when prompted.

Step 3 - Update Diagram Designer layouts

          1. Ensure Evolve Object Types are displayed in Object Explorer by using the Show/Hide Object Typesbutton in Evolve Designer

          2. In Object Explorer, view the CW Diagram Designer objects in your model

          3. Edit the properties of each object and set the Freeze Level to ‘Unfrozen

          4. In Diagram Designer, open each layout and click the Run tab.

Step 4 - Update the Site settings

To update the Site settings:

          1. Open the Site in Evolve Designer

          2. Select the top-level Site node

          3. Check the following settings and edit where necessary:

Setting

Description

Server Language

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

Server Theme

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

Note: These are the basic settings required to publish your Site. For the full configuration reference, see: Configuration Reference.

          4. Select the Deployments > [server name] > Model node (showing the Scriptname of the Model your Site is in)

          5. Complete the following fields:

Setting

Description

Site URL Name

Specify the name of this Model Site as it appears in the URL, such as http://<server-name>/<evolve-IIS-site-name>/[sites|statics]/<site-url-name>/

Site Display Name

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

Deploy Custom Site

If you publish using custom content, select the custom site reference here.

AD Group for Social Users

Only used if the Evolve Authentication Method is set to Active Directory.

Specify the name of the Active Directory group you want to use for Evolve Social users.

AD Group for Contributor Users

Only used if the Evolve Authentication Method is set to Active Directory.

Specify the name of the Active Directory group you want to use for Evolve Contributor users.

AD Default Social Role Name

Only used if the Evolve Authentication Method is set to Active Directory.

Specify the default Role you want newly-created Evolve Social users to be given.

AD Default Contributor Role Name

Only used if the Evolve Authentication Method is set to Active Directory.

Specify the default Role you want newly-created Evolve Contributor users to be given.

Display Model in Evolve

Applies to Dynamic Sites only.

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

Note: These are the basic settings required to publish your Site. For the full configuration reference, see: Configuration Reference.

          6. Save the Site.

The settings are updated.

Step 6 - Publish your Site

Now the Site and IIS are configured, you must publish your site so that all the required files are generated and placed in the correct location on the web server.

To publish your Site:

In Evolve Designer, click Dynamic Site or Static Site in the Publish area on the Home menu.

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>/

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