erwin Evolve 2023.1.0 - User Guide

Site Administration

Site Administration

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.

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

See here for help on Creating and Editing a Menu.

Site Administration Pages

Site Administration

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.

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

See here for help on Creating and Editing a Menu.

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

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.

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.

Customizing Your Site

Customization Explained

There are several ways you can customize Evolve.

You can:

• Change the logos of the top-level Evolve Site, or on your individual model Sites

• Use custom images for your Sites on the multi-sites page

• Use custom menu icons for pages in your Site.

In addition, some layouts or behaviors used in Evolve may also require some tasks that fall under the banner of customization in order to work - for example using the External Picture layout requires uploading images to a Custom Site folder.

Custom Sites

Most Evolve customizations, and some built-in layouts or behaviors, require that you publish your Site as a Custom Site. What this means is that you create a Custom Site folder on your Evolve web server, where you can store any CSS, images or other files you may need, and then ensure you reference this folder on your Deployment node settings before publishing your Site.

Depending on the particular customization, or the specific layout or behavior you plan to use, there may be special requirements for additional folders in this Custom Site folder structure. The help explaining those elements will detail any such requirements.

To create and use a basic Custom Site folder:

1. On your Evolve server, browse to <your-evolve-install-path>/Site/bin/webDesigner/custom/.

2. Create a new folder.

The folder name must not have any special characters or spaces.

3. In your new folder, create a sub-folder and name it 'images'.

4. When you Publish your Site, ensure you select the folder in the Deploy Custom Site setting on the Deployment node.