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erwin Evolve 2020.2.1.1 - User Guide

Table of Contents

erwin Evolve 2020.2.1 User Help Guide

erwin Evolve 2020.2.1 User Help Guide

erwin Evolve 2020.2.1 User Help Guide

Getting Started

About CW Evolve Key Concepts Meta Model Considerations Displaying Diagrams in Evolve Sites Users, Roles and Access Rights Running Evolve Designer 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

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

Create and Edit a Menu

Publish your Site Command Line Publishing

Use Tabs to Present your Data Use Custom Display Strings Static Pages in a Dynamic Site

In-Page Static Content Refresh

Data Layout Options

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

Page Queries and Filters

Property Groups

Working with Property Groups Property Group Layouts

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 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 Formatting Shapes In Web Modeler General Operations in Web Modeler Working with Connector Lines Web Modeler Home Page

Automatic Diagrams (Diagram Designer)

Create an Automatic / Visualization Diagram Enabling a Model Designing a Layout

Create a new Layout Designing a Layout Working with Diagram Designer Running a Layout Batch Generation of Automatic Diagrams Log Files

Additional Layouts

Jump and Merge Layout Diagram Association Layout

Advance Filtering

Filter by Base Object Intersection Object Filter

Navigating your Site

Overview Smart Crumbs Diagram Navigator

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 Page Review Workflow Working with Tasks Follow an Object

Social Interaction Features

Social Interaction Features Explained

Questionnaires Explained Question Weights and Values Create a Questionnaire View Questionnaire Results Edit a Questionnaire Delete a Questionnaire

Site Configuration Reference Validate Repository

Running the Validation Verify and Fix Issues with the Repository Enabling Audit Options

Global Search - Advanced Filters Global Search - Favorite Search Filters

File Structure Required MIME Types

Configuration and Administration

Server Configuration

Configure your Server Authentication and SAML2

Configure SAML2 Authentication and SSO Google Suite Idp Configuration Okta Idp Configuration

Authentication and Active Directory

Configure Active Directory Authentication and SSO

Sites Explained Site Comparison Chart Change the URL Name of your Site Advanced Configuration

Configure TLS 1.2 (Transport Layer Security) Enabling and using the REST API

Site Administration

Site Administration Pages Working with Roles

Customizing Your Site

Customization Explained Basic Customization

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

Advanced Customization Guide Custom CSS & JavaScript Using Custom Images Creating Custom Layouts Custom Visualizations Data Structure: allItems Data Structure: item Data Structure: properties Get Ready For Development

Troubleshooting

Issues Error Messages Font Size Too Big on Diagrams Elastic/Global Search Using Too Much Memory

Upgrading from Evolve Web Platform 2020.1 to Newer Upgrading from Evolve Web Platform 2020 Upgrading from Evolve Web Platform 2018 or older Upgrading to Evolve 2016.2 or Older 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

Map Imported Associations to Existing Source and Target Objects Communicator for Word Filtering

erwin Evolve 2020.2.1 User Help Guide

erwin Evolve 2020.2.1 User Help Guide

erwin Evolve 2020.2.1 User Help Guide

Getting Started

Getting Started

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