Upgrading from Evolve 2.2, 2.3, 2.3.1, 3.0 or 3.1
There are no changed configuration options required for your upgrade, but you must still do the following:
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Run the Server Configuration to complete the upgrade.
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Upgrade Your Database so it works with the new version.
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Update each of your Sites so they work with the new version.
Evolve eModeler
Evolve 3.1 introduces eModeler. To ensure that this new feature is enabled for use across your Sites, see Enable BP modeler.
Upgrading from Evolve 2.1
If you are upgrading from Evolve 2.1, quite a lot has changed in terms of Site configuration and setup.
As such, there are a series of steps you should follow in order to complete the upgrade process.
Instructions for upgrading from Evolve 2.1
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These instructions assume you have already upgraded the Evolve application on the web server in accordance with the Installation Guide. |
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Upgrading to Evolve 2.3 from Evolve 2.1
If you are upgrading from Evolve 2.1 there are several steps you must follow to ensure your Sites are updated to run with the new version.
There are also some changes to file paths and the URLs your Sites can be accessed via that you should understand.
If you previously used Workflow in Evolve, please read this important message:
Important message for Workflow users
The mechanism for providing workflow capabilities within Evolve has changed completely in this release.
While any workflows you may have previously configured will still work in Evolve 2.3, all existing Tasks and Notifications will be lost.
If you need assistance preserving existing Tasks and Notifications, please contact the erwin Support Team.
Steps for Updating Sites
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These instructions assume you have already upgraded the Evolve application on the web server machine in accordance with the Installation Guide.. |
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To ensure a smooth transition to the new version, follow the steps below:
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Understand multiple Sites, the new URLs, file paths and directories
Learn about the URLs, file paths and directories used in Evolve 2.3.
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Run the Server Configuration utility
Use the Server Configuration utility to ensure your Evolve IIS Site is configured correctly.
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Update and publish existing Sites
For each existing Site you want to use in Evolve 2.3, ensure you follow the instructions for Updating an existing Site.
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Learn how to create and configure a new Site
Now Evolve supports multiple Sites, learn how to Create a Site.
Update an Existing Site
These instructions explain how to update an existing Site and configure the settings so it can be published in the latest version. These steps should be followed for each existing Site you want to publish in the new version of Evolve.
These instructions assume you have already upgraded the Evolve application on your server, and used the Server Configuration tool to configure it.
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There is a new warning message displayed when publishing a Site if your model has more than one template diagram for a Rule and Category combination. We strongly recommend that if you see this message you revisit your model to eliminate duplicate diagram templates for the same Rule and Category, otherwise you could have issues displaying diagrams in your Site. |
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Step 1 - Check existing custom data and files
Custom Site content
Check that any custom Site content you may have is in the correct location in the Evolve/Site directory.
This is in your Site\bin\webDesigner\custom\<customization-name> directory.
See URLs, file paths and directory structures.
Custom logos
If you use custom logos in your Evolve Site or Sites, the configuration required to use them has changed. Please read these instructions on how to use custom logos on your Site to ensure they continue to work after upgrading.
Custom Workflow Emails
If you have customized the default Email templates for Workflow, ensure they are copied to the Site\bin\SMTP\Email Templates directory.
Step 2 - Update the Site's Meta Model
To update the meta model:
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In Evolve Designer open your Site
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Click the Update Meta Model button
The Model is updated with the latest required meta data.
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Save your Site, the close and re-open Evolve Designer when prompted.
Step 3 - Update Diagram Designer layouts
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Ensure Evolve Object Types are displayed in Object Explorer by using the Show/Hide Object Typesbutton in Evolve Designer
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In Object Explorer, view the CW Diagram Designer objects in your model
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Edit the properties of each object and set the Freeze Level to ‘Unfrozen’
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In Diagram Designer, open each layout and click the Run tab.
Step 4 - Update the Site settings
To update the Site settings:
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Open the Site in Evolve Designer
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Select the top-level Site node
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Check the following settings and edit where necessary:
Setting
Description
Server Language
Choose the language of the Site if you want to override the global Evolve setting.
Server Theme
Choose the theme of the Site if you want to override the global Evolve setting.
Note: These are the basic settings required to publish your Site. For the full configuration reference, see: Configuration Reference.
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Select the Deployments > [server name] > Model node (showing the Scriptname of the Model your Site is in)
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Complete the following fields:
Setting
Description
Site URL Name
Specify the name of this Model Site as it appears in the URL, such as http://<server-name>/<evolve-IIS-site-name>/[sites|statics]/<site-url-name>/
Site Display Name
Enter the name of your site. This is only displayed on the top-level Evolve Sites page.
Deploy Custom Site
If you publish using custom content, select the custom site reference here.
Deploy Custom Site
If you publish using custom content, select the custom site reference here.
AD Group for Social Users
Only used if the Evolve Authentication Method is set to Active Directory. Specify the name of the Active Directory group you want to use for Evolve Social users.
AD Group for Contributor Users
Only used if the Evolve Authentication Method is set to Active Directory. Specify the name of the Active Directory group you want to use for Evolve Contributor users.
AD Default Social Role Name
Only used if the Evolve Authentication Method is set to Active Directory. Specify the default Role you want newly-created Evolve Social users to be given.
AD Default Contributor Role Name
Only used if the Evolve Authentication Method is set to Active Directory.
Specify the default Role you want newly-created Evolve Contributor users to be given.
Display Model in Evolve
Applies to Dynamic Sites only.
Use this option to specify if this Model Site is available or disabled in Evolve.
Note: These are the basic settings required to publish your Site. For the full configuration reference, see: Configuration Reference.
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Save the Site.
The settings are updated.
Step 4 - Publish your Site
Now the Site and IIS are configured, you must publish your site so that all the required files are generated and placed in the correct location on the web server.
To publish your Site:
In Evolve Designer, click Dynamic Site or Static Site in the Publish area on the Home menu.
Accessing a Dynamic Site
Dynamic Sites are published at the following URL:
http://<server-name>/<evolve-IIS-site-name>/sites/<site-url-name>/
Accessing a Static Site
Static Sites are published at the following URL:
http://<server-name>/<evolve-IIS-site-name>/statics/<site-url-name>/
New Installation
This section details how to install Evolve on your web server machine.