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erwin Evolve 2022.0.1 - General

Information Checklist

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

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

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

Appendix C – Manual IIS Setup

This is no longer recommended and has been removed.

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