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erwin Evolve 2022.0.0 - User Guide

Table of Contents

erwin Evolve 2022.0.0 User Help Guide

Getting Started

About CW Evolve Key Concepts Meta Model Considerations Displaying Diagrams in Evolve Sites Users, Roles and Access Rights Running Evolve Designer Product Licensing URLs, File Paths and Directory Structures Creating your First Evolve Site

Creating Sites and Pages

Create a Site Layouts and Behaviors Explained Working with Index Pages

Index Pages Explained Create an Object List Index Page Create an Empty Index Page Create a Diagram Index Page Create a Graphical Index Page Create Multiple Index Pages for an Object Type

Working with Object Pages

Object Pages Explained Create an Object Page Creating Objects from an Object Grid Using Object Pages (4.0.2 onwards) Object Page Views

Working with Menus

Create and Edit a Menu

Menu levels

Publish your Site Command Line Publishing

Use Tabs to Present your Data Use Custom Display Strings Static Pages in a Dynamic Site [2018.0.2+]

Data Layout Options

Working with List (Simple) Working with Accordions Working with Tables (Simple) Working with Tables (Complex) Working with a Simple Matrix Working with an Advanced Matrix Working with Tabs based on Lookup Values

Page Queries and Filters

Property Groups

Working with Property Groups Property Group Layouts

Data Visualizations

Visualizing Data in Evolve Working with Pie Charts based on Lookup Values Working with Recursive Pie Charts Working with Roadmap Gantt Charts Working with Lifecycle Roadmaps Working with Cost/Benefit Charts Working with Vector Maps Working with Bar Charts (Simple) Working with Multi-Axis Bar Charts Working with Simple Bubble Charts Working with Cluster Bubble Charts Working with Radar Layout Working with the Visual Identity Layout Working with Visual Indicators Working with External Pictures Working with the Image Layout Working with View Box Layout Working with the Custom URL Layout [2018.0.2+] Working with Text Editor

Displaying Diagrams

Display a CW Modeler Diagram Display a Visualization Diagram Display Object Data with Diagram Pop-outs Display a Diagram on the Home Page of your Static Site Displaying Vector (HTML5) for Displaying Diagrams Editing Business Process Diagrams

Using Web Modeler

Overview of Web Modeler - Editing Diagrams Online Enable Web Modeler Configuring Drafts and Publishing Diagrams Formatting Shapes In Web Modeler Gallery Manager In erwin Web Modeler General Operations in Web Modeler Working with Connector Lines Web Modeler Home Page Parent object and Parent object name Using Explode Diagram in erwin Web Modeler Load Balancing with erwin Web Modeler

Configuring MongoDB Replication Configure Evolve Server

Automatic Diagrams (Diagram Designer)

Create an Automatic / Visualization Diagram Enabling a Model Designing a Layout

Create a new Layout Designing a Layout Working with Diagram Designer Running a Layout Batch Generation of Automatic Diagrams Log Files

Additional Layouts

Jump and Merge Layout Diagram Association Layout

Advance Filtering

Filter by Base Object [2018.0.1+] Intersection Object Filter [2018.0.1+]

Navigating your Site

Overview Smart Crumbs Diagram Navigator

Workflow Explained

Overview Enable Workflow for your Evolve Server Review and Approval Workflow Setup Approval Workflow Roles and Users Object Validation Workflow Set Up the Object Validation Workflow Evolve Workflow Configuration Page Review Workflow Working with Tasks Follow an Object

Social Interaction Features

Social Interaction Features Explained

Questionnaires Explained Question Weights and Values Create a Questionnaire View Questionnaire Results Edit a Questionnaire Delete a Questionnaire

Site Configuration Reference Validate Repository for Global Search

Introduction Running the Validation Verify and Fix Issues with the Repository

Validate Repository for Global Search Re-indexing

Introduction Running the Validation

Global Search - Advanced Filters [2018.0.2+] Global Search - Favorite Search Filters [2018.0.2+]

File Structure Required MIME Types

Configuration and Administration

Server Configuration

Configure your Server Authentication and SAML2

Configure SAML2 Authentication and SSO Configuring SAML2 Authentication and SSO with Google Suite Configuring SAML2 Authentication and SSO with Okta

Authentication and Active Directory

Configure Active Directory Authentication and SSO

Sites Explained Site Comparison Chart Change the URL Name of your Site Advanced Configuration

Configure TLS 1.2 (Transport Layer Security) Evolve REST API (2018.1.0.79 and above)

Site Administration

Site Administration Pages Working with Roles

Customizing Your Site

Customization Explained Basic Customization

Customizing Styles using LESS variables Use Custom Site Logos Use Custom Site Images on the Multi-Sites Page Use Custom Icons for Pages Style Development

Advanced Customization

Evolve Custom CSS & JavaScript Using Custom Images Creating Custom Layouts Custom Visualizations Data Structure: allItems Data Structure: item Data Structure: properties Get Ready For Development

Troubleshooting

Issues Error messages Font Size Too Big on Diagrams Elastic/Global Search Using Too Much Memory

Introduction Option File Changes Updating the Service

Upgrading from Evolve Web Platform 2020.1.x Upgrading from Evolve Web Platform 2020.0.x Upgrading from Evolve Web Platform 2018 or older

Upgrading from Evolve 3.x Upgrading Custom Themes / Less Variables Upgrading from Evolve 2.2, 2.3, 2.3.1, 3.0 or 3.1

Upgrading your database to support CW Suite / Evolve 2016 and above Upgrading to Evolve 2.3 from Evolve 2.1 Update an Existing Site About Us

Evolve Suite Addendum

Map Imported Associations to Existing Source and Target Objects Communicator for Word Filtering

Configure Evolve Server

Configure Evolve Server

The instructions below explain Evolve Server Configuration to publish your sites on it.

On the main/master server:

1.Start Evolve Designer.

2.On the Evolve Designer Models launcher dialog, click the Configure Evolve Server button.

The Evolve Server Configuration dialog opens.

3.Under Server, select Primary Server, Share Data Folder, and Share MongoDB.

In the MongoDB URL option, the IPv4 address will be replaced with the host address, unless you manually update the main machine IP address.

4.Click Save.

5.Click Configure IIS and perform full deployment.

On the secondary server:

1.Start Evolve Designer.

2.On the Evolve Designer Models launcher dialog, click the Configure Evolve Server button.

The Evolve Server Configuration dialog opens.

3.Under Server, select Share Data Folder, Use the Share Data Folder, and Use the Share MongoDB.

If the Share Data Folder option is not selected by default, select it.

4.Click Save.

5.Click Configure IIS and perform full deployment.

Verify whether the database property is added to the environment variables.

6.Restart the secondary server.

7.Open erwin Web Modeler.

Verify whether it displays the main server’s erwin Web Modeler drafts and data. This indicates that both machines are connected to the same MongoDB database.

Automatic Diagrams (Diagram Designer)

Automatic Diagrams (Diagram Designer)

Create an Automatic / Visualization Diagram

Create an Automatic / Visualization Diagram

Diagram Designer allows the automatic creation of diagrams in erwin EA / BP.

You will be able to:

1.Enable a model

2.Create a new layout / auto diagram

3.Generate the diagram

Enabling a Model

Enabling a Model

The first time you launch Diagram Designer, you may not have any models enabled. You need to enable a model in order to use Diagram Designer.

To enable a model,

1.Start Diagram Designer (You can find this in your Window's Start Menu)

2.Once it has loaded, and you have logged in, click on the “Enable a Model Icon”

3.Select the model you want to enable for Diagram Designer from the drop down.
This operation take some time depending on your model’s size, when done your application will restart. When the application has restarted you may then choose your model.

4.Choose a Model by clicking on the "Model icon” with the name of your model.

Related Topics

Create a new Layout

Related Documents

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