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erwin Evolve 2020.2.0 - User Guide

erwin Evolve 2020.2 User Help Guide
erwin Evolve 2020.2 User Help Guide
erwin Evolve 2020.2 User Help Guide
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 Workflow Explained Social Interaction Features Questionnaires Reference Configuration and Administration Customizing Your Site Troubleshooting Upgrading Evolve Suite Addendum

Troubleshooting

Troubleshooting

In the event you have issues setting up or using your Evolve Sites, please refer to the information here to attempt to resolve any problems before contacting the erwin Support Team.

Issues

Issue

Resolution

Users cannot log on using Internet Explorer - screen just refreshes

Check that the server name (http://<server-name>/<evolve-IIS-site-name>) does not include any underscores.

There is an issue with Internet Explorer which results in this behavior if there is an underscore in the server name.

Either change the server name, stop using Internet Explorer, or access the Evolve Sites using the server IP address.

Unable to use Text Editor in Internet Explorer 11 or Evolve

It may be that the font setting is not enabled in Internet Explorer 11.

To enable the setting, please see: Enable Enhanced Multi-line Text Editor for Internet Explorer

A Shape based on a Style taken from an older version of Corporate Modeler only displays in black in HTML5 Diagrams

Open the Style in Model Explorer or from the Corporate Modeler Palette Entries and Save the Style. Publish the change to your Dynamic or Static Site. The Style will display correctly.

Users cannot create Diagrams in eModeler

If Users are unable to create Diagrams, it is likely that an Index Page has been used. Open Evolve Designer and check whether the Dynamic Template Configuration was created using an Index Page or an Object Page.

The following table details the benefits associated with each Page Type:

Page Type

Edit

Create

Index

Yes

No

Object

Yes

Yes

Once in Evolve Designer, adjust the Dynamic Template Configuration to use an Object Page Type instead.

Need to clean duplicate associations

Duplicate associations do not usually cause issues, and are not a regular occurance. In fact for Evolve Workflows, they are necessary to support workflow history data. But occasionally, they can be a problem and need tidying. Validate Repository has a fix mode which can assist in this process, but should be used with care, hence its semi-hidden status. To enable the fix mode, please contact support for details

 Error messages

Use the table below to understand any error messages you may encounter:

Upgrade for grid failed because of the intersection node is missing inside the page <attribute_associations> on node Table (Complex) which is a cwWebDesignerTreeNodeBehaviourKendoGrid

This happens when the Intersection Grid option is selected in a Table (Complex) behavior, but there is no intersection node for the table.

To resolve this error, use the Selected Properties to add the properties.

Font Size Too Big on Diagrams

To change the palette version the user needs to be able to run SQL management studio .

          1. Open SQL Management studio select the model and expand the tables

                   
 

          2. Select the diagram table and chose edit top 200 rows

         

          3. Change to the SQL view and replace the text with:

                    SELECT TOP (200) MODEL_NAME, DI_ID, ANO_ID, ANO_TABNR, DI_NAME, DI_SYMBOLS, DI_TEMPLATE, DI_TITLE
                    FROM DIAGRAM
                    WHERE (DI_ID = 2) AND (MODEL_NAME = 'CWFREX09')

                    Replace DI_ID with your diagram ID and replace CWFREX09 with the correct model file name

                    NOTE: This must be upper case , if upgrading all diagrams, omit DI_ID and change (200) depending on how many models you require

          4. In the DI_SYMBOLS column click inside the cell to edit the palette XML.

          5. Set the element <OriginalVersion OriginalVersion='2'> to <OriginalVersion OriginalVersion='4'>

          6. Close SQL Management studio when complete.

          7. When all of these have been changed using one of the CM applications (Corporate Modeler, Model Explorer or Object Explorer) the font size in styles that are                     referenced in the palette are reduced by 20%. Open every object on the palette, go to its style (if it has one) and reduce the font to the nearest whole number that is                     20% smaller (e.g a 10pt font becomes an 8pt font).

 

Upgrading

Upgrading

Upgrading from Evolve Web Platform 2020.1.x

Upgrading from Evolve Web Platform 2020.1.x

If you are upgrading to the latest Evolve 2020.1 from any 2020.1.x version.

When uninstalling any recent version of Evolve, it is also necessary to uninstall
"Evolve Services" - the service that operates the Global Search, and Web Modeler.

The Evolve Web Platform uninstaller does NOT remove Evolve Services when uninstalling.

The following steps also ensure compatibility between Evolve Web Platform and Evolve Suite (CWSuite) when run on the same machine.

          1. First BACKUP your SQL Database, to ensure any updates can be reverted should there be a problem.

          2. Now uninstall Evolve Services.
              To do this you my need to first stop the CWS Services from running

          3. Then uninstall your previous version of Evolve Web Platform 2020
              A restart may be required.

          4. Now uninstall your previous version of Evolve Suite 2020 * only if previously installed * 
              A restart may be required.

          5. Follow the steps below:

Go to your previous Evolve Web Platform folder (defaults to C:\erwin\Evolve)
right-click on the 'Evolve' sub-folder, then choose
'Sent to >' - 'Compressed (zipped) folder'

Let Windows compress the remnants of this folder to a backup file
This zip will contain any customizations made to Evolve Web Platform, various settings, and your Global Search cache
This is a useful backup to keep, should you need to revert any changes.

Finally delete all the contents of the Evolve folder EXCEPT these 2 folders (if you want to preserve your Global Search cache):
  * CWSServices - folder
  * Elasticsearch - folder

          6. Install the latest Evolve Suite release (aka CWSuite)  * If only the Web Platform is required, this step can be skipped. *
              (The Suite should be installed first, if both Desktop and Web components are to co-exist on a single machine)

          7. Install Evolve Web Platform 2020
              And copy any custom files back to their respective folders (nb: only copy files customized by your organization)

          8. ** ENSURE YOU HAVE BACKED UP YOUR DATABASE **
              Follow the instructions to upgrade your database.

          9. Any version upgrade can be performed from a previous version but the below is required when updating to 2020.0.2 or later in the 2020 series
          Continuing on from the database upgrade instructions, also run the following command
          ValidateRepository.exe -connection:YourConnectionName -username:YourUserName password:YourPassword -applyfixes
          When prompted to apply fixes, review the changes (there may be other faults that need fixing, check you are happy with them) then press 'a' for all.

          10. Your upgrade is complete - continue to configure Evolve Web Platform and re-publish the sites.

 

When a version of Evolve Web Platform (Evolve) is installed on the same machine as Evolve Suite (CWSuite), the version of Evolve Suite installed must be the same version (including revision, e.g. 2020.0.2) to ensure full compatibility.

Other machines on the network can continue to use Evolve Suite matching the same Major Version, e.g. 2020.x if desired. Although upgrading to Evolve Suite (CWSuite) at the newer version, may offer additional features / fixes.

 

 

 

Upgrading from Evolve Web Platform 2020.0.x

Upgrading from Evolve Web Platform 2020.0.x

If you are upgrading to the latest Evolve 2020.1 from any previous version of.

When uninstalling any recent version of Evolve, it is also necessary to uninstall
"Evolve Services" - the service that operates the Global Search, and Web Modeler.

The Evolve Web Platform uninstaller does NOT remove Evolve Services (or CWS Services) when uninstalling.

The following steps ensure compatibility between Evolve Web Platform and Evolve Suite (CW Suite) when run on the same machine.

          1. First BACKUP your SQL Database, to ensure any updates can be reverted should there be a problem.

          2. Now uninstall Evolve Services
              To do this you my need to first stop the CWS Services from running

          3. Then uninstall your previous version of Evolve Web Platform 2020
              A restart may be required.

          4. Now uninstall your previous version of Evolve Suite 2020
              A restart may be required.

          5. Follow the steps below:

Go to your previous Evolve Web Platform folder (defaults to C:\erwin\Evolve)
Inside you will find a folder called 'Data'
Delete this folder - it contains generated content from your sites, that will be recreated when you republish your sites in Evolve Web Platform 2020.

          Due to the changes to several folder structures, the above step is important. 

Go back up a folder, to your previous Evolve Web Platform root directory (defaults to C:\erwin\)
right-click on the 'Evolve' sub-folder, then choose
'Sent to >' - 'Compressed (zipped) folder'

Let Windows compress the remnants of this folder to a backup file
This zip will contain any customizations made to Evolve Web Platform, various settings, and your Global Search cache
This is a useful backup to keep, should you need to revert any changes.

Finally delete all the contents of the Evolve folder EXCEPT these 2 folders (if you want to preserve your Global Search cache):
  * CWSServices - folder
  * Elasticsearch - folder

          6. Install the latest Evolve Suite release (aka CWSuite)  * If only the Web Platform is required, this step can be skipped. *
              (The Suite should be installed first, if both Desktop and Web components are to co-exist on a single machine)

          7. Install Evolve Web Platform 2020
              And copy any custom files back to their respective folders (nb: only copy files customized by your organization)

          8. ** ENSURE YOU HAVE BACKED UP YOUR DATABASE **
              Follow the instructions to upgrade your database.

          9. Continuing on from the database upgrade instructions, also run the following command
              ValidateRepository.exe -connection:YourConnectionName -username:YourUserName password:YourPassword -applyfixes
              When prompted to apply fixes, review the changes (there may be other faults that need fixing, check you are happy with them) then press 'a' for all.

          10. Your upgrade is complete - continue to configure Evolve Web Platform and re-publish the sites.

When a version of Evolve Web Platform (Evolve) is installed on the same machine as Evolve Suite (CWSuite), the version of Evolve Suite installed must be the same version (including revision, e.g. 2020.0.2) to ensure full compatibility.

Other machines on the network can continue to use Evolve Suite matching the same Major Version, e.g. 2020.x if desired. Although upgrading to Evolve Suite (CWSuite) at the newer version, may offer additional features / fixes.

 

 

 

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