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erwin Evolve 2024.0.0 - User Guide

erwin Evolve 2024.0.0 User Help Guide
erwin Evolve User Help Guide Legal Notices Getting Started Creating Sites and Pages Data Layout Options Filtering Data Property Groups Data Visualizations Displaying Diagrams Using Web Modeler Automatic Diagrams (Diagram Designer) Navigating your Site Enhanced erwin Evolve Plugins Workflow Explained Social Interaction Features Questionnaires Reference Configuration and Administration Customizing Your Site Troubleshooting Upgrading

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.

Field

Description

Name

Specifies the column name.
For example, Column 1.

Approved Roles

Specifies approved roles

Order

Specifies the column order

Icon

Description automatically generated

Use up or down arrow to change the column order.

Width

Specifies the width of the column.

For example, 300.

Icon

Description automatically generated

The width value should be in percent.

8.Click the Add Display icon.

Icon

Description automatically generated

You can add multiple displays per column.

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

Field

Description

Name

Specifies the Display name.

For example, Display 1.

Description

Specifies the description of the display

Approved Roles

Specifies approved roles

10.Click the Display settings section.

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

Field

Description

Additional Information

Order

Specifies the display order

 

Transparent

Specifies whether the display is transparent

 

Fixed Width

Specifies whether the column width is fixed

 

No Padding

Specifies whether there is space between two displays

 

Width

Specifies the display width

For example, 20% or 100px or 20vh.

 

Extendable

Specifies whether the display name and display type is displayed in extended mode

 

Height

Specifies the display height

For example, 100px or 50vh.

 

Expand Button With Text

Specifies whether the display name header is used as a button and enables viewing display types in collapsed and expanded modes

Available when you switch on the Extendable option

Collapse By Default

Specifies whether the display is in collapsed mode by default

Available when you switch on the Extendable option

Type

Specifies the column display type. For more information refer to the Column Display Types

Select the required column display type from the drop-down option.

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.

Icon

Description automatically generated

It only works with the Layout List (Simple) and Layout List Box of the index page.

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.

Field

Description

Additional Information

Show Evolve Page

Specifies whether an Evolve page is displayed

 

Link

Specifies the link to evolve page

Available when you switch on the Show Evolve Page option.

Text

Specifies the text with the evolve page link

Available when you switch on the Show Evolve Page option.

Show Icon if Favorite modified

Specifies the icon of modified favorite objects

 

Url icon

Specifies the url of the icon

 

Show Objects Modified Days

Specifies the object's modified days

 

ObjectTypes to display

Specifies the object types to display

 

Configure Object Type

Specifies the object type to configure

 

Custom Display String

Displays the text in accordance with the specified script name

Available when you select the ObjectTypes to display and Configure Object Type

Enhanced Property display

Specifies an enhanced properties to display

Available when you select the ObjectTypes to display and Configure Object Type

Filter

Specifies the filter option to filter the properties

To add a new filter, click

1.Click the Property drop-down list box, and select the required option.

2.Click the Operator drop-down list box and select the required option.

3.Use Value or drop-down list to specify the property value

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:

Icon

Description automatically generated

You can add multiple slides.

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.

Field

Description

Additional Information

Title

Specifies the name of slide.

 

Description

Specifies the description of slide

 

Order

Specifies the slide order

Note: Use up or down arrow to change the column order.

 

Left Picture

Specifies the left-side picture

Enter a picture link to display on the left side.

Right Picture

Specifies the right-side picture

Enter a picture link to display on the right side.

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.

Icon

Description automatically generated

You can add multiple slides.

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.

Field

Description

Additional Information

Title

Specifies the name of the slide

 

Description

Specifies the description of the slide

 

Order

Specifies the slide order

Note: Use up or down arrow to change the column order.

 

Left Picture

Specifies the left-side picture

Enter a picture link to display on the left side.

Right Picture

Specifies the right-side picture.

Enter a picture link to display on the right side.

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.

Icon

Description automatically generated

Use up or down arrow to change the order.

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.

Field

Description

Match Text

Specifies whether the search results return only those results where all terms in a search string occur

Ignore case and accent

Specifies whether the case and accent common in non-English languages are ignored

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.

Field

Description

Additional Information

Minimum

Specifies the minimum value of enhanced property

 

Maximum

Specifies maximum value of enhanced property

 

Unit

Specifies the unit

For example, $, kg, %

 

In Front ?

Specifies unit before or after the value
 

To specify the unit before the value, select the In Front check box.

Decimal Splitter

Splits the integer and fraction parts using a decimal point or decimal comma

For example, 12.50 or 12,50

 

Thousand Splitter

Splits thousands in numbers with more than three digits to the left of the decimal separator using a comma or point.

For example, 78,000 or 78.000

 

Image url

Specifies the image url

 

Icon

Displays font awesome icon

 

Icon Color

Displays icon color

To change the color, click and use the color palette to set the color.

Text Color

Displays text color.

To change the color, click and use the color palette to set the color.

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.

Icon

Description automatically generated

Redirection works only with more than one object type.

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.

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