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erwin Evolve 2023.1.0 - General

Creating Sites and Pages

Create a Site

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Before you can create a Site, you must ensure you have completed the configuration of your Evolve Server.

See Configure your Server for details.

These instructions explain how to set up a basic, empty Site, and then how to configure the deployment settings so that it can be published.

Once the Site is created, you should follow the instructions in the rest of the help to learn how to create Index PagesObject Pages and a Menu.

An Evolve Site is explicitly linked to one CW Model. You can create one Site in each Model in your repository.

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.

 

Step 1 - Create a Site in your Model

To create a Site in your Model:

  1. Run Evolve Designer.

  2. Select the Model you want to create a Site in.

The page updates to show Sites in your Model.

If your Model is not listed, you must enable it to support having an Evolve Site. To enable your Model:

  1. Click the plus (+) icon in the top-right of the dialog.

A pop-up menu listing all the models in your repository is displayed.

  1. From the pop-up, select the Model you want to use for your Site.

Your Model's meta model is updated with the new Object Types and Association Types required for Evolve. This process may take a few moments.

Once the Model is updated, an icon representing the Model is displayed in the Evolve Designer window.

  1. On the Sites page, click the (+) icon in the top-right of the dialog.

The New Site dialog is displayed.

  1. Enter a Name for your Site in the Site Name field.

  2. Click Create.

Step 2 - Configure the Site settings

To configure the Site settings:

  1. In Evolve Designer click the top Site node.

  2. Review the following settings:

Setting

Description

Site Language

Choose the language of the Site if you want to override the global Evolve setting.

Number Separator

Select 'None' (default), 'Comma' or 'Space' to specify which number separator is used when displaying numbers on your Evolve Site.

For example:

None - 1000 or 1000000

Comma - 1,000 or 1,000,000

Space - 1 000 or 1 000 000

Less Theme

Choose the theme of the Site if you want to override the global Evolve setting.

Export Diagram Images

Static Sites only.

Use this option if you are publishing your Site in Static mode and you are showing Diagrams created in CW Modeler using the CW Modeler Diagram behavior.

You can leave this option unselected if you are not displaying diagrams or are only using the Vector (HTML5) behavior to prevent images of diagrams being generated when you publish your Site - a process which can take some time.

See the Evolve Configuration Reference for details on the full list of settings.

  1. Select the Deployments > [server name] > Model node (showing the Scriptname of the Model your Site is in).

The settings are shown in the right-hand pane.

  1. 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>/

Ensure that the name is all lower-case and has no spaces or special characters.

To change the Site URL Name for an existing Site, see: Change the URL Name of your Site.

Site Display Name

Enter the name of your site. This is only displayed on the top-level Evolve Sites page.

AD Mapping

Dynamic Deployments Only

This control now replaces the single mapping per license type, allowing a much greater level of control of groups.

The control is used for both Active Directory and SAML2 configurations.

AD Group - is used to specify the name of the Active Directory group you want to use for this configuration. It is also used for the name of the "Outgoing Claim Type" in a SAML2 configuration.

If a user is a member of this AD Group or Claim, then they will assume the permissions indicated on this row of the table. If a user is a member of multiple Groups or Claims, then they will receive the aggregate of the permissions, with the exception of CW User Type, which will be promoted to the highest license type they are allowed.

Dynamic Deployments Only - this can be one of "Social", "Contributor", "Diagrammer".

AD Default Social Role Name

Dynamic Deployments Only

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

Dynamic Deployments Only

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.

See the Evolve Configuration Reference for details on the full list of settings.

  1. Save the Site.

        The settings are complete.

Step 3 - 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.

All the Site's files are generated in the correct location for the web server to host them.

The status area at the bottom of Evolve Designer updates as the various processes involved in publishing are performed. Once the operation is complete, it reports 'Site generated in'.

 

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These instructions are for publishing your Site for the first time - there are different publishing options for when you are editing a Site that has already been published. See Publishing your Site for full details.

Accessing a Dynamic Site

You can access a Dynamic Site at the following URL:

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

Accessing a Static Site

You can access a Static Site at the following URL:

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

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