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erwin Evolve 2020.2.0 - General

Pre-Installation Tasks

 

 

Navigation: erwin Evolve Web 2020.2 Installation Guide > Requirements and Preparation >

Pre-Installation Tasks

 

 

 

 

Pre-Installation Tasks

Before you start installing Evolve Web Platform, you should ensure the following items are addressed.

Installation will be easier and more straightforward if you have completed all the relevant tasks below before you start.

 

 

 

Copyright © 2021 Quest Software Inc

 

 

Request Licenses

 

 

Navigation: erwin Evolve Web 2020.2 Installation Guide > Requirements and Preparation > Pre-Installation Tasks >

Request Licenses

 

 

 

 

Request Licenses

You must request licenses for Evolve from the erwin Support Team. These are required for the installation and Site configuration steps.

 

 

 

Copyright © 2021 Quest Software Inc

 

 

Evolve Suite

 

 

Navigation: erwin Evolve Web 2020.2 Installation Guide > Requirements and Preparation > Pre-Installation Tasks > Request Licenses >

Evolve Suite

 

 

 

 

Evolve Suite

This installation guide assumes that you have already installed, licensed and set up Evolve Suite environment, including at least one client machine and the database on the database server.

For instructions on installing and setting up Evolve Suite, please refer to the Evolve Suite Installation Guide.

IIS Components

Evolve Sites require Web Server (IIS) configuration steps to be undertaken before the application can be installed. In particular, the Web Server (IIS) Role must be installed first before all other features.

Please refer to Appendix A – Pre Install Components: Web Server (IIS) Features for a full list of Role-related IIS features to install.

Create a Dedicated Evolve User for Dynamic Sites

Evolve Dynamic Sites require the logon details of a Evolve System Manager user in order to connect to the repository to retrieve data. We recommend that you create a dedicated user in Evolve Suite for this purpose, and name it ‘EvolveSystem’.

 

 

 

Copyright © 2021 Quest Software Inc

 

 

Active Directory Authentication

 

 

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Active Directory Authentication

 

 

 

 

Active Directory Authentication

Evolve can be configured to interact with Active Directory for user login on Dynamic Sites. If you plan to use Evolve with Active Directory, there are two things you should do in preparation.

1. Choose a Compatible Logon Option for Evolve Suite

When using Active Directory Authentication, you must make sure that your Evolve Suite deployment is configured to use a compatible logon option.

We recommend that you use Option 2 - ‘All users logon via the current Windows user
name’, as this will mean your users will be logged on automatically when visiting your Site.

To enable automatic login, you must make some configuration changes to IIS after the Site has been created. Some client machines may also require settings changes depending on the browser used.

Please see Appendix G – Enabling Automatic logon with Active Directory Authentication.

You can also use Option 3 - ‘All users logon via any valid Windows user and domain’, but this will mean Evolve users have to enter their logon details to access the Site.

You can change the Logon Option in Evolve Suite using Corporate Exchange Access Manager in Model Explorer.

To do this, log on to Evolve Suite as a System Manager, then, in the Administration View of Model Explorer, select a model and choose Tools > Corporate Exchange Access Manager. In Corporate Exchange Access Manager, choose the System Options tab, then choose the Logon Options tab.

2. Create Active Directory Groups

You should prepare two Active Directory Groups to organize your users:

A group for Evolve Social Users – for users with Read-Only access to any data

A group for Evolve Contributors – for users who can create and edit data.

A groupd for Evolve Diagram Editor Users  - for users who can create, edit data and diagrams (if this option is enabled).

You do not need these groups set up for installation, but they will need to be in place before an Evolve Administrator can publish a Dynamic Site which uses Active Directory Authentication. You will of course need to add users to the groups.

 

 

 

 

 

Copyright © 2021 Quest Software Inc

 

 

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