Meta Model Considerations
Your model's meta model is a consideration for Evolve for the following reasons:
1.When you create an Evolve Site, certain changes are made to your model's meta model
2.Certain Evolve features, such as graphs, dashboards or features on Object Pages, can only be used if your objects have specific corresponding Property Types or Association Types
3.If you change your meta model - such as by creating new Object Types, Property Types or Association Types, then you must use the Update Meta Model feature in Evolve Designer to ensure Evolve is aware of the changes.
Throughout this documentation, when meta model changes are required or are enforced, the topic is highlighted in the following way:
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This feature requires specific Property Types or Association Types for the Objects in question – and therefore may require changes to your meta model. |
Displaying Diagrams in Evolve Sites
Displaying Diagrams in Evolve Sites
This page explains how to display diagrams in your Evolve web pages.
There are two types of diagram that can be displayed in Evolve web pages:
1.CW Modeler diagrams - any diagram created in CW Modeler in your model.
2.Visualization diagrams - auto-generated diagrams created using Diagram Designer.
Both of these types of diagram can be displayed in either Index Pages or Object Pages.
When a diagram is displayed in a page, the objects on it are clickable - but you must have Object Pages for each of the Object Types otherwise the user will see an error.
On CW Modeler diagrams you can also configure Diagram Popouts to display the data behind objects on your diagrams in a pop-out panel on the diagram page itself.
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In order to display a diagram in Evolve, your model must contain a Template Diagram with the same Rule and Category as the one you want to show. Note: There must be just one template for each Rule/Category combination. If you try to display a diagram that does not have a corresponding Template Diagram, Evolve will not be able to show it. |
What do you want to do?
Display a CW Modeler diagram in your Site
Display a Visualization diagram in your Site
Display object data with a Diagram Pop-out
Display a diagram on the home page of your Static Site
Users, Roles and Access Rights
Users, Roles and Access Rights
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Evolve Web Platform 2020.0.1 and below: Users, Roles and Access Rights are only relevant to Dynamic Sites. Static sites are open to everyone to see who has access to the URL, and as the data is fixed and read-only permissions are irrelevant. If your Site configuration includes Access Rights and Roles, but you want to publish a Static version of the Site, then those elements are ignored in the generation. Evolve Web Platform 2020.0.2 and above: Whilst the Roles and Access Rights for the generated content are still operated at generation time, the gate to access to the site can now be controlled by Evolve Web Platform. This means that, when Static Authentication is turned on, users must be given 'Static' access, at a minimum to be able to access the site. If Static Authentication is turned off, Evolve Web Platform will still be required to check the usage mode, but will then pass through any requests for data, without further authentication. |
In order to view an access controlled Evolve Site, a User must log in with a valid Username and Password (or be given permission through Active Directory or SAML2 group acess). There are three types of User:
•Static Users - who can access a pre-generated static site. (If Static Authentication is turned off, anyone with access to the webserver will be admitted).
•Social Users - who only have read-only access to data, but can use all the Social features of Evolve, so they can Rate objects, set Favorites, collaborate using Comments and Questionnaires, and can Share pages with other Users
•Contributors - who can do all of the above, but can additionally Edit data as well, and can be involved in Workflow tasks.
•Diagrammers - who have the same rights as Contributors but can additionally edit and create Diagrams using eModeler.
All Evolve Sites can have Static and Social Users, however a special license is required to have Contributors - and the license also controls how many Contributors you can have.
Web Modeler, for example, is a licensed application. Additional licenses are required on a per user basis in order to use Web Modeler on your Evolve Site.
Controlling who can see what?
There are two factors that determine which content a User can see in an Evolve Site:
•Roles - determine which Site pages a User can view
•CW Suite Access Rights - determine which objects a User can see, and whether they can create, read, edit or delete those objects.
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NOTE: With Active Directory or SAML2 Authentication and a large number of users, it is likely that only Roles are used. |
Roles
Roles are used to determine which pages within the Site a User is able to view. That means the Menus and links in the interface are updated to remove all links to pages that the Role determines the User should not be able to see.
If a page has no Roles assigned to it, then all users in any Role can view it.
As an Evolve Administrator you can create as many Roles as you like, assign Users to those Roles, and then specify exactly which pages a Role is able to view.
If a User is in more than one Role, Evolve looks at all relevant Roles to see if the User is able to view the page.
Roles are also used with Evolve Workflow to specify who must approve changes made to data by other users.
For details on Roles and assigning Users to Roles, see: Working with Roles.
CW Suite Access Rights
While the type of User you are (Social User or Contributor) specifies what you can do in Evolve, and Roles control which pages you can see, CW Suite Access Rights and Extended Access Controls are used to determine what capabilities a User has with specific objects at a granular level.
CW Suite Access Rights can be used to make a User Read-Only, control which Models they can see, and what they can do with certain types of objects, like ones that are Frozen.
Extended Access Controls can be used to specify whether a User can Create, Read, Update or Delete objects based on either their Object Type or Category.
CW Suite Access Rights and Extended Access Controls are the final level of access control within Evolve. Even though a User might be a Contributor, and they can view a Table listing some Processes, they may not be able to edit all of the Processes listed. They may not even see all the Processes - and another User may see a different list of Processes.
For full details on CW Suite Access Rights and Extended Access Controls, please refer to the CW Suite documentation.
Active Directory or SAML2 Authentication
You can configure an Evolve Dynamic Site to automatically authenticate users based on Active Directory or SAML2 group membership.
Users authenticated in this way only have to browse to the Evolve URL and they are automatically signed in, without having to enter a username and password.
As an Evolve Administrator, you can state that Users in a specific Active Directory group should be Static Users, Social Users, Contributors or Diagrammers and you can assign them to an Evolve Role, and a CW Group.
Running Evolve Designer
Evolve Designer is the application used to create, configure and manage Evolve Sites.
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In order to run Evolve Designer you must log in with a CW user that has System Manager rights. In addition, certain functions performed by Evolve Designer require that the application is run with administrator privileges on your machine. |
How to access and run Evolve Designer
For Dynamic Sites, or Static Sites that are directly published to a web server machine running Microsoft Internet Information Services (IIS), Evolve Designer must run on the web server itself.
We recommend that you do the following two steps to access and run Evolve Designer:
1.Create a Desktop shortcut for Evolve Designer.
2.Configure the shortcut to force the application to run with administrator privileges.
What do you want to do?
Create a Desktop shortcut for Evolve Designer
To create a Desktop Shortcut for Evolve Designer:
1.Right-click on your Desktop background and select New > Shortcut.
The Create Shortcut wizard opens.
2.Click the Browse button to navigate to and select evolveDesigner.exe.
The normal installation path is C:\Casewise\evolve\Site\bin\evolveDesigner.exe
3.Click Next.
4.Enter a name for the shortcut
5.Click Finish.
The shortcut is created.
Configure Evolve Designer to run with administrator privileges
To configure Evolve Designer to run with administrator privileges:
1.Right-click the Desktop shortcut and select Properties
2.Click Advanced.
The Advanced Properties dialog opens
3.Select the Run as administrator check box
4.Click OK
The Advanced Properties dialog closes
5.Click OK
The shortcut Properties dialog closes.
Now, when you click the Evolve Designer shortcut on your Desktop, the program will run with administrator privileges.