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erwin Evolve 2022.0.1 - User Guide

erwin Evolve 2022.0.1 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

Sites Explained

Sites Explained

There are two types of Evolve Site - Static Sites and Dynamic Sites. Which type of Site you can deploy depends on the type of license you have for Evolve and what you want your users to be able to do on the Site.

A Static Site is a read-only deployment which displays data from your repository taken at a fixed point in time and is therefore is a great way to communicate your approved model data to a wide audience.

See more about Static Sites

Static Sites have the following features:

Read-only data - users cannot edit any data they see.

Fixed data taken at the time of publication - no live connection to the repository.

Open access - no user login required.

Portability - can be accessed via URL on a web server, or directly as files.

A Dynamic Site shows live data from the repository and requires users to log in to access it. It can be configured to allow users to edit data, and you can control data visibility and permissions with Role-based access.

See more about Dynamic Sites

Dynamic Sites can enjoy all the features offered by Evolve - such as Workflow, Comments, Questionnaires, and Favorites.

In summary, Dynamic Sites offer the following features:

Live data - the Site connects directly to your CW repository showing current data from your model.

Restricted access - Users are required to log in to access the Site, with Active Directory and Windows Authentication supported.

Access Rights - Roles and Access Rights can be used to restrict a User's view of the data and also whether they can edit data using the Site.

Workflow - The Workflow component can be used to implement an Approval procedure for editing data, as well as a Review procedure for validating data.

Social features - Dynamic Sites have the Evolve social features built-in as standard, enabling your users to collaborate using Comments, provide feedback with Questionnaires, and create their own quick links to important pages using Favorites.

For a table comparing the features of Static and Dynamic Sites, see the Site Comparison Chart.

Creating a Site makes changes to your Model's meta model, resulting in new Object Types and Associations being added to the Model.

If you are using Evolve for the first time and want to experiment with creating a Site, we recommend that you create a copy of an existing Model and use that as the basis of your Site.

 

Deployment

Evolve Sites should be deployed to a web server machine running Microsoft Internet Information Services (IIS).

What do you want to do?

Create a Site

Site Comparison Chart

Site Comparison Chart

The following table shows the differences between Static and Dynamic Sites.

Feature

Description

Static

Dynamic

View data

Users can view data from your repository in Evolve.

Home page diagram

Display a diagram on the home page.

Show live data

Evolve displays data directly from your live repository.

Edit data

Users can edit data where permissions allow.

User login

Users must log in to access the Site.

Access controls

You can use Role-based access to specify which data users can see and what they can edit.

Workflow

The Workflow component can be used to implement Approval and Review workflows.

Comments

Users can collaborate using the in-page comment facility.

Questionnaires

You can create and publish questionnaires to gather feedback from your users.

Favorites

Users can mark pages as Favorites, and then access those pages directly from the Site home page.

 

Change the URL Name of your Site

Change the URL Name of your Site

This page explains how to change the Site URL Name for a model Site in Evolve.

The Site URL Name is the part of the URL which is specific to a particular site.

For Dynamic Sites this is:

http://<server-name>/<evolve-IIS-site-name>/sites/<site-url-name>/

For Static Sites, this is:

http://<server-name>/<evolve-IIS-site-name>/statics/<site-url-name>/

Change the Site URL Name for a Dynamic Site

To change the Site URL Name for a Dynamic Site:

1.In Evolve Designer, navigate to the Deployments > [server-name] > Model node

2.Change the Site URL Name to the new name you want to use, ensuring the text is lower case, and has no spaces or special characters

3.Publish the Site

The Site is Published, is displayed on the Evolve Multi-Sites page, and can be accessed directly at the new URL.

Change the Site URL Name for a Static Site

To change the Site URL Name for a Static Site:

1.In Evolve Designer, navigate to the Deployments > [server-name] > Model node

2.Change the Site URL Name to the new name you want to use, ensuring the text is lower case, and has no spaces or special characters

3.Publish the Site

The Site is Published and can be accessed directly at the new URL.

When you publish the Site with a changed Site URL Name, the original Site still exists and can still be accessed via the original URL.

To completely remove the original Site, you must:

1. On the Evolve server machine, browse to <your-evolve-install-path>\Data\Statics

2. Delete the folder named as your original Site URL Name.

Advanced Configuration

Advanced Configuration

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