erwin Evolve 2024.0.0 - User Guide

Custom Homepage

The Custom Homepage feature offers options to customize your home page by disabling My Menu option from the left pane.

Hover over to view the feature description.

To configure home page, follow these steps:

1.Open the browser and login to erwin Evolve Web Platform.

2.Click a model. For example, EA Foundation – Sample Model.

3.Click Administration.

4.Click Custom Homepage.

5.Switch the Deactivate the My Menu feature option on.

6.Click the add_column icon.

7.Enter appropriate values in the fields. Refer to the following table for field descriptions.

8.Click the Add Display icon.

9.Enter appropriate values in the fields. Refer to the following table for field descriptions.

10.Click the Display settings section.

11.Enter appropriate values in the fields. Refer to the following table for field descriptions.

On the Homepage you can display the following column display types:

Favorite

Displays objects marked as a favorite.

Link Based on Roles

Displays all roles and my menu items on the homepage.

Index Page

Displays configured index page from Evolve view. Selecting Index Page from Type drop-down enables additional fields.

To display an index page, follow these steps:

1.Click the Index Page section.

2.Use the following options:

▪Evolve view: Use this option to display an index page. Select the required index page from the drop-down option.

▪Give Index Context

▪Give Single Context

▪Get Context From: Use this option to get context from different displays.

Object Page

Displays configured object page from Evolve view.

Selecting Object Page from Type drop-down enables additional fields.

To display an object page, follow these steps:

1.Click the Object Page section.

2.Use the following options:

▪Evolve View: Use this option to display an object page. Select the required object page from the drop-down option.

▪Give Index Context

▪Give Single Context

▪Get Context From

Use this option to get context from different displays.

Description of an Object

Displays the description of an object. Selecting the Description of an Object from the Type drop-down list enables additional fields.

To display an object description, follow these steps:

1.Click the Description of an Object section.

2.Click the Select the object drop-down list box and select the required object. For example, Application.

3.Click the second drop-down list box and select the required option. For example, Activity Monitoring.

Last Modified Objects

Displays all last modified objects with their custom properties. Selecting Last Modified Objects from the Type drop-down list enables additional fields.

To display all modified objects, follow these steps:

1.Click the Last Modified Objects section.

2.Enter appropriate values in the fields. Refer to the following table for field descriptions.

Carousel

Displays a slide show of images and content.

Selecting Carousel from the Type drop-down list, enables additional section.

To display slide show, follow these steps:

1.Click the Carousel section.

2.Click to add slide.

3.Enter appropriate values in the fields. Refer to the following table for field descriptions.

Links In Box

Displays images with links.

Selecting Links In Box from the Type drop-down list, enables additional section.

To display an image with links, follow these steps:

1.Click the Link In Box section and use the following options:

▪Alignment

Use this option to set an alignment of images and links.

▪Image Width

Use this option to specify the width of image.

▪Round Shape

Switch this option to apply round shape.

▪Font Size

Use this option to specify the font size. For example, 20px.

▪Links

Use this option to upload picture and add target link and text.

To add a new link, follow these steps:

1.Click to add a new link.

2.In the Order box, specify order of link.

1.Click the Carousel section.

2.Click to add a slide.

3.Enter appropriate values in the fields. Refer to the following table for field descriptions.

Links In Box

Displays images with links.

Selecting Links In Box from the Type drop-down list enables an additional section.

To display an image with links, follow these steps:

oAlignment

Use this option to set an alignment of images and links.

oImage Width

Use this option to specify the width of the image.

oRound Shape

Switch this option to apply a round shape to the picture.

oFont Size

Use this option to specify the font size. For example, 20px.

oLinks

Use this option to upload a picture and add a target link and text.

To add a new link, follow these steps:

1.Click to add a new link.

2.In the Order box, specify the order of link.

3.In the Text to Display box, enter a text to display with target link.

4.Under Url of the Picture, click Choose File.

5.Select the required picture and click Open.

6.In the Target Link box, enter a target link.

Clicking this link, you will be redirected to that link.

Page Search

The Page Search feature enables you to configure the filter properties of the search box on all object pages.

Hover over to view the feature description.

To configure the Page Search feature:

1.Open the browser and login to erwin Evolve Web Platform.

2.Click a model. For example, EA Foundation – Sample Model.

3.Click Administration.

4.Click Page Search.

The Page Search screen appears.

5.Enable appropriate filter configurations. Refer to the following table for descriptions.

6.Click .
You will be notified that "Configuration draft has been saved".

7.Click .
You will be notified that "Configuration published successfully". The page search filter feature takes effect.
For example, if you enable Match Text property and search for the term prod mon, the search results will display only those results that contain both words, prod and mon.

If you enable the Ignore case and accent property, an � will be considered as an e.

Enhanced Property Display

The Enhanced Property Display feature offers formatting options to enhance Display URL, Boolean, Numeric, and Lookup properties.

Hover over to view the feature description.

To configure property display, follow these steps:

1.Open the browser and login to erwin Evolve Web Platform.

2.Click a model. For example, EA Foundation – Sample Model.

3.Click Administration.

4.Click Enhanced Property display.

5.Use the following options:

Drop Down

Use this option to improve different properties of object types.

Clicking this section enables a drop-down, where you select the required object type for which you want to enhance property display. For example, Technology.

A technology properties section appears.

Expanding each property section displays its values.

For example, to enhance the Criticality property, follow these steps:

1.Click the Criticality section.

A value of criticality appears.

2.Under Image url, click Choose File.

3.Select the required image and click Open.

4.Under Icon, click the drop-down list box and select the required icon.

5.Under Icon Color, click .

Use the color palette to set the icon color.

6.Under Text Color, click .

Use the color palette to set the text color.

Similarly, you can add images and set the color of text and icons for other properties.

Url

Use this option to add a documentation link.

Boolean

Use this option to display the Boolean values such as True and False.

Selecting Use an icon check box, displays a boolean icon. For example, and .

Number

Use this option to display the minimum and maximum number of enhanced property displays.

To add numeric values to the Enhanced Property display, follow these steps:

1.Click the Number section.

2.Click the drop-down list box and select the required object. For example, Application (application).

You can now add steps for any property that you want to update on the object page.

For example, if you want to add steps for the Number of Users property, follow these steps:

1.Click the Add Step icon.

The column fields appear.

For example, if you want to add steps for the Number of Users property, follow these steps:

2.Enter appropriate values in the fields. Refer to the following table for field descriptions.

3.Click .

4.Click .

MemoText

Use this option to display Object Type and index pages used for MemoText Mapping.

Global Mapping

Use this option to display global mapping.

•Dropdown

Use this option to improve different properties of object type.

Clicking this section, enables a drop-down where you select the required object type for which you want to enhance property display. For example, Technology.

A technology properties section appears.

Expanding each properties section, displays their values.

For example, to enhance the Criticality property, follow these steps:

1.Click the Criticality section.

Values of criticality appear.

2.Under Image url, click Choose File.

3.Select the required image and click Open.

4.Under Icon, click the drop-down list box and select the required icon.

5.Under Icon Color, click .

Use the color palette to set the icon color.

6.Under Text Color, click .

Use the color palette to set the text color.

Similarly, you can add images and set the color of text and icons for other properties.

•Url

Use this option to add documentation link.

•Boolean

Use this option to display the Boolean values such as True and False.

Selecting Use an icon check box, displays boolean icon. For example, and .

•Number

Use this option to display minimum and maximum number of enhanced property display.

•MemoText

Use this option to display Object Type and index pages used for MemoText Mapping.

•Global Mapping

Use this option to display global mapping.

Redirect Edit View

The Redirect Edit View enables you to redirect Evolve users to different views on entering the edit mode.

Hover over to view the feature description.

To create an object page for an object type, follow these steps:

1.Start Evolve Designer.

2.Click a model. For example, EA Foundation Sample Model.

3.Click Site.

4.Expand Site.

5.Right-click Object Pages and select Add Object Page for Object Type.

6.Select the required object type. For example, Application.

7.In the Page Name box, replace “application” with “application1”.

8.Click Save.

9.Click Dynamic Site.

To configure the Redirect Edit View feature, follow these steps:

1.Click Administration.

2.Click Redirect Edit View.

3.Click the Evolve view drop-down list box and select the required object type. For example, Application (application).

4.Click the Redirect to drop-down list box and select the object page where you want to redirect. For example, Application (application1).

5.Click to save the configuration.

You will be notified that the "Configuration draft has been saved".

6.Click to publish the configuration.

You will be notified that the "Configuration published successfully".

To view the redirect URL, follow these steps:

1.In the left pane, click Application, and select Application List.

2.Click Application List.

3.Click to open the object page of the required application.

For example, the following image displays the object page of Activity Monitoring.

4.Click .

This redirects you to the application1 view.

In the address bar, you can now see redirected view selected during configuration.