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erwin Evolve 2020.1.1 - User Guide

erwin_Evolve_User_Guide
erwin_Evolve_User_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

Create and Edit a Menu

Create and Edit a Menu

The Menu appears on the left-hand side of your Evolve web pages and links to pages you have created in your Site.

However, you must add the links in the menu yourself, giving you full control over how they are displayed and in what order the menu items appear.

You can add menu links to the following items:

Index Pages.

Create Object pages (Dynamic Sites only) - Object Pages that allow users to create new objects.

Administration Pages (Dynamic Sites only) - either for viewing administration data such as Roles, Questionnaires and so on, or as Create Object pages to allow users to create new objects of these types.

To use a Create Object page in your Dynamic Site, you must have created an Object Page or Object Page View in advance, and you must make sure that the Object Page is configured using Property Groups to display all the properties that the user must enter - including all mandatory properties.

Menu levels

The Menu in Evolve is structured so that there are top-level menu items each with one or more sub-menu items.

Top-level menu items cannot be configured to link to individual pages, only sub-menu items can link to actual pages. Therefore you should think of the top-level menu items more as groups of sub-menu links.

You can also add sub-menu groups, which contain sub-menu links. In fact, you can create multiple levels of nested menus using this method.

What do you want to do?

Add a new top-level menu item

To add a new top-level menu item:

          1. In Evolve Designer's Layout pane, right-click the Menu node.

          2. From the pop-up menu, choose Add Menu Link.

          A new node titled "Menu Link" is created beneath the Menu node.

          3. Select the new Menu Link node

          4. Enter a title for the Menu Link using the Node Name field

This is the name of the top-level menu item as it appears in the web pages.

Set an icon for a menu item

To add icons to display next to menu items:

1.In Evolve Designer's Layout pane, click the Menu node to display the menu links within it

2.Select the Menu Item you wish to set an icon for

3.Select the Icon Library, IconColor and Icon for the menu item.

4.Save your Site.

Custom Icons can ONLY be added to Index Pages and Object Pages, but not top level menu items.

Add a link to an Evolve page

You can add menu links to Index Pages and Object Create pages which allow users to create new objects.

You add a menu link to a page by creating a new sub-menu item for an existing top-level menu item or sub-menu group item.

To add a menu link to an Evolve page:

          1. Right-click the menu node you want to add the menu link to.

          2. Add your link:

To add a link to an Index Page, choose Add Index Page Link > Custom Pages > and select the Index Page you want the sub-menu item to link to.

To add a link to a Create Object page to allow a user to create an Object in your model, choose Add Create Object Page > Custom Pages > and select the Object Page you want to link to.

A new sub-node is created representing the sub-menu item that will appear in that menu group.

          3. Select the new sub-node.

          4. Use the Node Name field to enter the name of the sub-menu item as it will appear in the web pages.

          5. Save your Site.

Add a sub-menu group node

Sub-menu group nodes are used to create multiple menu levels. You can add one to a top-level menu, or to any existing menu item. Like top-level menu items, sub-menu group nodes do not link to a page, instead they are used to contain or group one or more sub-menu links.

To add a sub-menu group node:

          1. In Evolve Designer's Layout pane, expand the Menu node.

          `2. Right-click the menu item you want to add the sub-menu group to.

          3. From the pop-up menu, choose Add Menu Link

          A new node titled 'Menu Link' is created beneath the selected node

          4. Select the new Menu Link node.

          5. Enter a title for the Menu Link using the Node Name field.

          This is the name of the menu item as it appears in the web pages.

          You can now add sub-menu links to this new node.

Add a link to an Evolve Administration Page

You can add menu links to built-in pages to view administration data, such as Roles, Questionnaires and so on, as well as to Object Create pages which allow users to create new Objects.

You add a menu link to a page by creating a new sub-menu item for an existing top-level menu item or sub-menu group item.

To add a menu link to an Evolve Administration Page:

          1. Right-click the menu node you want to add the menu link to.

          2. Add your link:

To add a link to an Administration Index Page, choose Add Index Page Link > Standard Pages > and select the Administration Page you want the sub-menu item to link to.

To add a link to an Administration Create Object page to allow a user to create an administration object, such as a Role or Question, choose Add Create Object Page > Standard Pages >and select the page you want to link to.

A new sub-node is created representing the sub-menu item that will appear in that menu group.

          3. Select the new sub-node.

          4. Use the Node Name field to enter the name of the sub-menu item as it will appear in the web pages.

          5. Save your Site.

Change the order of the top-level menu

The order of the top-level menu can be changed by selecting and dragging the top-level menu nodes and dropping them on main Menu node.

When you drag a node and drop it to the main Menu node, that node is then placed at the bottom of the list.

To create the order you want, drag and drop the top-level menu nodes until the tree is ordered accordingly.

Change the order of sub-menu items

The order of the sub-menu items can be changed by selecting and dragging the sub-menu nodes and dropping them on parent top-level menu node.

When you drag a sub-menu node and drop it to the top-level menu node, that node is then placed at the bottom of the list.

To create the order you want, drag and drop the sub-menu nodes until the tree is ordered accordingly.

Delete a top-level menu or sub-menu item

To delete a top-level menu or sub-menu item:

1.In Evolve Designer's Layout pane, expand the Menu node.

2.Select the top-level menu node or sub-menu node you want to delete.

3.Right-click and choose Delete.

The item is deleted. If you deleted a top-level menu node, all its sub-menu items are also deleted.

 

Publishing

Publishing

Publish your Site

Publish your Site

Evolve offers different options for publ ishing a Site. Use the table below to determine which option to use at any given time.

You can also publish your site via batch command or scheduled task. To find out more about batch publishing, see Command Line Publishing.

Menu: Home

Function

Description

Dynamic Site

Use when you publish your Dynamic Site for the first time, or when you want to do a full re-publish - including all of the other options detailed below.

Static Site

Use when you publish your Static Site for the first time, or when you want to do a full re-publish - including all of the other options detailed below.

Menu: Dynamic Deployment / Static Deployment

The following functions are duplicated on the Dynamic Deployment and Static Deployment menus, as they perform the same function and are different only in the respect of whether you are publishing a Dynamic or Static Site.

Function

Description

Diagram Templates

Use this option if you show Diagrams in your Site and have edited any of the Templates they are based on.

Note: Only the Diagram Templates are updated during this operation - changes to Site pages are not published.

Theme & Pictures

Use this option if you have changed the Site's Theme or any of the icons used for the Menu or Pages - this includes adding new Pages that have custom images.

Note: Only the theme and pictures are updated during this operation - changes to Site pages are not published.

Deploy Site

Use this option to publish just the Site pages without updating Diagram Templates, Theme and Pictures.

Save & Deploy Site

Use this option to Save the Site, then publish just the Site pages without updating Diagram Templates, Theme and Pictures.

It is likely you will use this option most of the time when creating and configuring your Site.

 

Command Line Publishing

Command Line Publishing

You can if you wish publish your Site using a Command Line operation - which you could use to create a scheduled task, or batch command.

You might want to do this if you have a Static Site and want to ensure your users are viewing the latest data in your Model - so you could re-publish the Site daily or weekly.

To create a batch command for Command Line publishing:

          1. In Evolve Designer, right-click the Model node for your Deployment and choose Add Batch Node.

          A Batch Node is added below the Model node.

          2. Select the Batch Node and configure the settings as follows:

                    i. Use Node Name to change the name of the Batch Node

                    ii. Use Connection to select the CW repository you want to publish from.

                              By default the Connection you are using while logged in to Evolve Designer is selected

                    iii. Use CW User Name to enter the name of the CW User you want to generate your Site as

                    iv. Use CW User Password to enter the password for the above User, ensuring you click the Encrypt button

          3. Save the Site

          4. Right-click the Batch Node and choose 'Copy batch script into clipboard'

          The command is copied to the clipboard for you to paste where you need it.

You can now open a Command Prompt and paste the command into it, paste it into a batch file, or paste it into a Scheduled Task configuration.

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