erwin Evolve 2023.1.0 - User Guide

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 Use up or down arrow to change the column order.
   Width	Specifies the width of the column. For example, 300. The width value should be in percent.

8. Click the Add Display icon.

   

   	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.

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

	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.

   	You can add multiple slides.

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 é 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.

	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.