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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

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 may 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. 2020.1.0) 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 when uninstalling.

The following steps also 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 * only if previously installed *
A restart may be required.

5.Follow the below steps:
- 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. 2020.1.0) 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 2018 or older

Upgrading from Evolve Web Platform 2018 or older

If you are upgrading to the latest Evolve 2020 from any previous version 2018 or older and you have CWSuite installed on the same machine.

When uninstalling any version of Evolve from 4.0 upwards, it is also necessary to uninstall "Evolve Services" / "CWS 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 CWS Services for 2018 and older
To do this you my need to first stop the CWS Services from running

3.Then uninstall your previous version of Evolve 2018 or Evolve 2016
A restart may be required.

4.Now uninstall your previous version of CWSuite 2018 or CWSuite 2016 * only if previously installed *
A restart may be required.

5.Go to your previous Evolve installation folder (defaults to C:\Casewise\Evolve) and rename it to "Evolve_OLD")
This folder is not removed by the installer, as it contains files that were not part of the installation.
Keeping this folder can be useful, if you have customizations that you need to copy across.
Once you are sure you have all you need from this directory, it can be removed.

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.

Upgrading from Evolve 3.x

Upgrading from Evolve 3.x

If you are upgrading from a version earlier than Evolve 4.0, please first ensure you have completed the steps in the Database Migration Guide, and then follow the appropriate steps listed below in order to complete the migration process and have your Sites running the new version.

 

If you have any custom themes, you must copy all of the lines below and paste it in all theme files for every Evolve site that you are deploying.

@cwDiagramEditorIconColor: #b7b7b7; //v4.0
@cwDiagramEditorMenuBackgroundColor: #f1f1f1; //v4.0
@cwDiagramEditorMenuMainHeaderBackgroundColor: #2372a7; //v4.0
@cwDiagramEditorMenuSubHeaderBackgroundColor:#2881bd; //v4.0

Adding this text to the end of the theme files will upgrade the theme files for the new version

If you are using a custom logo, it is important to note that the new dimensions for the top left logo are 146px x 30px.

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