erwin Evolve 2020.2.1

Backup your data Uninstall Evolve Uninstall and Reinstall Evolve/CW Suite Upgrade The Database Install new version of Evolve Web Platform Run Evolve Designer and continue upgrading from there Upgrading custom themes / less variables

Theme File Labelling Convention Custom Logos

New Installation

Installation Instructions Create a Connection to the Evolve Repository Apply The Evolve License Next Steps Information Checklist

Appendix A – Pre Install Components: Web Server (IIS) Features Appendix B – Post Install Information Checklist Appendix C – Manual IIS Setup Appendix D – IIS MIME Type Support Appendix E – Create a Connection to the Evolve Repository Appendix F – Accessing the Evolve Designer Help

Accessing the help with Internet Explorer on a server machine

Appendix G – Enabling Automatic logon with Active Directory Authentication

Client Machines

Internet Explorer Firefox and Google Chrome

Appendix H – upgrading YOUR DATABASE FOR evolve 4.7+ (2020.0+) & Evolve Suite 2020.0+

Information Checklist

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Information Checklist

Please ensure you capture all the details needed for the Evolve Designer user to continue with the server configuration. See Appendix B – Post Install Information Checklist for details.

Appendix A – Pre Install Components: Web Server (IIS) Features

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Appendix A – Pre Install Components: Web Server (IIS) Features

Installation of the Web Server (IIS) Role is required prior to Evolve installation.

To install the IIS Role:

1. Navigate to the Add Roles Wizard and select the Server Roles option.

2. A list of Roles with corresponding checkboxes will display:

3. Check the Web Server (IIS) box.

4. Press the Next button

-The Web Server (IIS) role will expand to list the different features to be installed:

5. Check the related checkboxes to install the following features:

Application Development Features:

.NET Extensibility 4.7 (or above)

.NET Extensibility 3.5

ASP.NET 4.7 (or above)

ASP.NET 3.5

ISAPI Extensions

ISAPI Filter

WebSocket Protocol (for the Diagram Editor)

Security

Basic Authentication

Windows Authentication

Request Filtering

Performance Features

Dynamic Content Compression

Static Content Compression

Common HHTP Features:

Static Content

Default Document

Directory Browsing

HTTP Errors

HTTP Redirection

Health and Diagnostics

HTTP Logging

Appendix B – Post Install Information Checklist

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Appendix B – Post Install Information Checklist

In order to create an Evolve Site, the following information gained from the installation needs to be available to the Evolve Administrator:

Type	Description	Required for	Deployment Type
IIS USer	The Username and Password of a User of the web server machine that the Evolve application can run as. This User must have Administrative rights on the web server machine. Note: When Active Directory Authentication is used, this IIS User must be part of the domain.	ISS Configuration when Creating a Site (post installation), or during manual setup of IIS.	Dynamic Static
CW System Manager User Account	When running Dynamic Sites you must enter the details of a Casewise System Manager User.	This account is used by Evolve to access the repository.	Dynamic
Active Directory USer	The Username and Password for a domain user which can read the Active Directory.	Only required if Active Directory Authentication is to be used.	Dynamic
Active Directory connection path	The path to connect to the Active Directory.	Only required if Active Directory Authentication is to be used.	Dynamic
Active Directory Social User grouP	The name of the Active Directory group used for Social Users.	Only required if Active Directory Authentication is to be used.	Dynamic
Active Directory Contributor User	The name of the Active Directory group used for Contributing Users.	Only required if Active Directory Authentication is to be used.	Dynamic
active directory Diagram user	The name of the Active Directory group used for Diagram Editor users.	Only required if Active Directory Authentication is to be used.	Dynamic
active directory Static user	The name of the Active Directory group used for Static Site users.	Only required if Active Directory Authentication is to be used, and Static Authentication is enabled.	Static

Appendix C – Manual IIS Setup

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Appendix C – Manual IIS Setup

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erwin Evolve 2020.2.1 - General

Information Checklist

Appendix A – Pre Install Components: Web Server (IIS) Features

Appendix B – Post Install Information Checklist

Appendix C – Manual IIS Setup