erwin Evolve 2020.2.0 - User Guide

This step must be performed after you have installed Evolve on the server machine, but before you attempt to publish any sites.

Setting

Description

Evolve IIS Site Name

Specify the name of your IIS Site as it appears in the URL, such as http://<server-name>/<evolve-IIS-site-name>/

We recommend you leave the IIS Site Name. If you do change it, it must be lower case with no spaces, and you must make sure that the MVC Folder still points to Casewise/Evolve/Site - or wherever your Evolve is installed.

Evolve Site Folder

Specify the path to your Evolve Site directory.

You can usually leave this as the default, unless you have installed to a different directory.

Evolve Data Folder

Specify the path to your Evolve Data directory where your local resources will be stored.

You can usually leave this as the default, unless you have installed to a different directory.

Server Language

Choose the language of the top-level Evolve Site, including the Model Selector page, as well as the login screen.

Server Theme

Choose the theme of the top-level Evolve Site, including the Model Selector page, as well as the login screen.

IIS Application Path

Specify the path to your IIS application.

You can usually leave this as the default.

CW Database

Select the CW repository your Evolve deployment will use.

Evolve CM User Name

Enter the Username of a CW Suite User with System Manager rights that can be used to log on to the CW repository so the Evolve Site can access the Model data.

You could create a new user dedicated to Evolve use for this purpose.

Evolve CM User Password

Enter the password for the above user. Ensure you Encrypt the password after entering it.

Javascript Mode

This is an advanced setting which can only be changed in developer debug mode.

IIS User Name

Specify the name of a local user on the web server machine which has Administrator rights on the machine.

This user is required for the Application Pool to run.

NOTE: To prevent unwanted errors, the IIS user must be different from the remote desktop user.

IIS User's Password

Enter the password for the above user. Ensure you Encrypt the password after entering it.

Authentication Mode

Choose how you want Users to be logged on to Evolve:

Use CorporateModelerAuthentication to only allow existing CW Users to sign in

Use ActiveDirectoryAuthentication to enable Active Directory authentication

Use SAML2 to enable a SAML2 authentication. Follow this guide to complete the configuration of SAML2

For a basic site to start with, we recommend you use CorporateModelerAuthentication.

Enable Automatic Logon

If you choose ActiveDirectoryAuthentication, select Enable Windows Authentication to ensure Evolve users are automatically logged in to Evolve when they access the Site.

Domain Short Name

If CW Suite is set to use login via 'any valid Windows user and domain' (option 3), use this setting to enter the short name of your domain. This is referenced before '\\', when used as shortdomainname\\username. If you do not use login option 3, leave this setting blank.

Use SSL Connection (Active Directory)

Tick this box if you need to connect to Active Directory using LDAPS. Note the settings required in the AD Connection Path and AD Port, should match this request.

AD Connection Path

If you choose ActiveDirectoryAuthentication, use this setting to specify the path Evolve can use to connect to your Active Directory server.

To do this:

Right-click onto the server/computer and go into Properties. The domain name should be visible at the bottom.

For example, if your domain is 'MyDomain.local' the connection path would be: LDAP://mydomain.local/DC=mydomain,DC=local

Note: for every parameter in the domain, you need to add a “DC=”

Also, for SSL Active Directory, unsure the path begins:
    LDAPS://

AD Port

If you require a specific port for your Active Directory server, enter it here.

You can usually leave this as the default. Unless you are using a SSL, in which case the default port is: 636

AD Group Membership Selection Mode

Leave as the default unless you have special Active Directory requirements.

Use GetAllGroupsForUser if your Active Directory has multiple domains and nested groups. The method causes Evolve to fetch the user and then try to fetch all the groups where this user belongs to.

Use GetGroupMembers (default) if your Active Directory operates on a single domain. Supports nested groups.

Use GetGroupDirectoryServices if your Active Directory has multiple domains and nested groups, as in option 1 (GetAllGroupsForUser), but you want to use LDAP-oriented protocol codes.

AD Connection Username

This field is used to specify the property type on Active Directory used for the connection.

This is an advanced setting that should only be used by someone who is an expert in Active Directory.

Connect to Active Directory Forest

This option is selected to browse and find users across the entire Active Directory Forest.

If left unchecked, browsing is limited to the defined LDAP:// path, and will not extend to all Forest domains.

Domain Exclusion List

Connections will not be attempted for any domains in this list.

Enable Workflow

Select the check box to enable Workflow on your Evolve server.

Workflow Due Date Interval

Set the number of days you want to allow for task completion. Evolve uses this interval to highlight tasks that are due for completion today, or alert you to ones that are overdue.

Send Email Alerts

Select the check box if you want alerts to be sent to users by Email. If you choose not to use Email, there are notifications in the Evolve Site itself.

SMTP Server

If you choose to send Email alerts for Workflow, use this setting to enter the address of your SMTP Server.

SMTP Port

If your SMTP Server requires a port setting, enter it here.

Email Display Name

Enter the name you would like to be displayed in the No-Reply email field for Workflow emails.

No-Reply Email Address

Enter the No-Reply Email address you would like to use for Workflow emails.