erwin Evolve 2023.1.0 User Help Guide
Legal Notices
Getting Started
About CW Evolve
Key Concepts
Meta Model Considerations
Displaying Diagrams in Evolve Sites
Users, Roles and Access Rights
Running Evolve Designer
Product Licensing
URLs, File Paths and Directory Structures
Creating your First Evolve Site
Creating Sites and Pages
Create a Site
Layouts and Behaviors Explained
Working with Index Pages
Data Layout Options
Index Pages Explained
Create an Object List Index Page
Create an Empty Index Page
Create a Diagram Index Page
Create a Graphical Index Page
Create Multiple Index Pages for an Object Type
Working with Object Pages
Object Pages Explained
Create an Object Page
Creating Objects from an Object Grid Using Object Pages (4.0.2 onwards)
Object Page Views
Working with Menus
Publishing
Use Tabs to Present your Data
Use Custom Display Strings
Static Pages in a Dynamic Site [2018.0.2+]
Working with List (Simple)
Working with Accordions
Working with Tables (Simple)
Working with Tables (Complex)
Working with a Simple Matrix
Working with an Advanced Matrix
Working with Tabs based on Lookup Values
Filtering Data
Property Groups
Data Visualizations
Visualizing Data in Evolve
Working with Pie Charts based on Lookup Values
Working with Recursive Pie Charts
Working with Roadmap Gantt Charts
Working with Lifecycle Roadmaps
Working with Cost/Benefit Charts
Working with Vector Maps
Working with Bar Charts (Simple)
Working with Multi-Axis Bar Charts
Working with Simple Bubble Charts
Working with Cluster Bubble Charts
Working with Radar Layout
Working with the Visual Identity Layout
Working with Visual Indicators
Working with External Pictures
Working with the Image Layout
Working with View Box Layout
Working with the Custom URL Layout [2018.0.2+]
Working with Text Editor
Displaying Diagrams
Display a CW Modeler Diagram
Display a Visualization Diagram
Display Object Data with Diagram Pop-outs
Display a Diagram on the Home Page of your Static Site
Displaying Vector (HTML5) for Displaying Diagrams
Editing Business Process Diagrams
Using Web Modeler
Overview of Web Modeler - Editing Diagrams Online
Enable Web Modeler
Configuring Drafts and Publishing Diagrams
Configuring Diagram Properties
Association Property
Associating Non-Diagram Objects
Formatting Shapes In Web Modeler
Gallery Manager In erwin Web Modeler
General Operations in Web Modeler
Working with Connector Lines
Web Modeler Home Page
Parent object and Parent object name
Linking Parent Object to Child Drafts
Using Explode Diagram in erwin Web Modeler
Enable One Draft Mode
Padlock Objects in Web Modeler
Load Balancing with erwin Web Modeler
Automatic Diagrams (Diagram Designer)
Create an Automatic / Visualization Diagram
Enabling a Model
Designing a Layout
Navigating your Site
Enhanced erwin Evolve Plugins
Create a new Layout
Designing a Layout
Working with Diagram Designer
Running a Layout
Batch Generation of Automatic Diagrams
Log Files
Additional Layouts
Advance Filtering
Action On Object Page
Validate On Edit Properties
Enhanced Custom Display String
Enhanced Diagram Display
Duplicate Object
Custom Homepage
Page Search
Enhanced Property Display
Redirect Edit View
Complex Table
Settings
Workflow Explained
Overview
Enable Workflow for your Evolve Server
Review and Approval Workflow
Setup Approval Workflow Roles and Users
Object Validation Workflow
Set Up the Object Validation Workflow
Evolve Workflow Configuration
Page Review Workflow
Working with Tasks
Follow an Object
Social Interaction Features
Questionnaires
Questionnaires Explained
Question Weights and Values
Create a Questionnaire
View Questionnaire Results
Edit a Questionnaire
Delete a Questionnaire
Reference
Site Configuration Reference
Validate Repository for Global Search
Validate Repository for Global Search Re-indexing
Global Search
File Structure
Required MIME Types
Configuration and Administration
Server Configuration
Customizing Your Site
Configure your Server
Authentication and SAML 2
Site Administration
Configure SAML2 Authentication and SSO
Configuring SAML2 Authentication and SSO with Google Suite
Configuring SAML2 Authentication and SSO with Okta
Configuring SAML2 Authentication and SSO in Azure AD
Authentication and Active Directory
Sites Explained
Site Comparison Chart
Change the URL Name of your Site
Advance Configuration
Customization Explained
Basic Customization
Troubleshooting
Upgrading
Customizing Styles using LESS variables
Use Custom Site Logos
Use Custom Site Images on the Multi-Sites Page
Use Custom Icons for Pages
Style Development
Advanced Customization
Upgrading from Evolve Web Platform 2020.1.x
Upgrading from Evolve Web Platform 2020.0.x
Upgrading from Evolve Web Platform 2018 or older
Upgrading from Evolve 3.x
Upgrading Custom Themes / Less Variables
Upgrading from Evolve 2.2, 2.3, 2.3.1, 3.0 or 3.1
Upgrading your database to support CW Suite / Evolve 2016 and above
Upgrading to Evolve 2.3 from Evolve 2.1
Update an Existing Site
Evolve Suite Addendum
Enhanced Diagram Display
Enhanced Diagram Display offers options to customize the HTML5 Diagrams page with respect to drill-down and highlight color.
