erwin Evolve 2022.1.0 - User Guide

Global Search

Global Search

Enabling Global Search

1.In CWSuite, ensure that the model’s auditing option is enabled. See image, on the right to find the location of this setting.

 

2.Before deploying a Dynamic Site from Evolve Designer, ensure Enable Global Search is selected by navigating to Site -> Deployments -> [DeploymentMachine] -> Site Name and checking the Enable Global Search checkbox.

3.Also check the location of the temporary search index delta files. This folder will buffer changes from the database, to the search service. It is entirely temporary and should the content be erased, it will automatically be recreated.
This directory should be server-local (a suitable location is selected by default, however if you need more disc space, this can be placed anywhere else on the server).
If this server is Primary, the search content will appear at this location first, before being copied to a "Shared Location", for use by the slave servers.
If this server is a Slave (not Primary), then this location will not be used, as the data is sourced from the "Shared Location". Slave servers must have the "Shared Location" set to the same folder as the Primary Server's "Shared Folder"

Searching for Objects

Finding objects is as simple as entering text into the search field and clicking the search icon or pressing enter.

Filtering Search Results

Filtering by Object Type 
Search results can be filtered to only show objects that are a specific object type.

Filtering by Category 
Search results can be filtered to only show objects that fall under a specific category.

Restricting Search 
By default Global Searches are performed on object Names and Descriptions. If this is yielding too many unwanted results you can specify to search based on object names or descriptions separately.

Related Topics

Advanced Search

Using Favorites with Filters

Global Search - Advanced Filters [2018.0.2+]

Global Search - Advanced Filters [2018.0.2+]

Before you start

Ensure Global Search is enabled.

Accessing the Advanced Filters

Access the search window by typing your search text in the left hand pane and clicking the search icon or pressing enter.
This will give an initial result set using the current filter settings. Clicking the down twisty 'v' will show the standard filters.
Just above the apply button there is an Advanced twisty 'v', this will give access to the advanced filters section.
In order to add an advanced filter you must first select one or more object types.

Using the Advanced Filters

Click the "Add" button to add a filter.

Drop down a property (note: if multiple object types are selected, only the intersected set of properties will be available).

Choose your condition from the second drop-down (e.g. Contains).

Type the text you wish to use with the condition.

Press 'Apply' to apply a filter and 'Reset' to remove the filters.

Note that all filters are "AND"ed together, with the standard filter content.

Fig. Advanced Filters

Related Topics

Global Search

Using Favorites with Filters

Global Search - Favorite Search Filters [2018.0.2+]

Global Search - Favorite Search Filters [2018.0.2+]

Before you start

Ensure Global Search is enabled.

Using Favorite Filters

When viewing the filter options you will see a star symbol. Pressing this star will open the favorites options.

By default you will see a place to name a favorite, and the 'Save' button.

Naming and saving a favorite will store it in your favorites.
It will appear in a list on the same page.

Pressing a favorite name from the list, will switch to this saved filter.

Pressing the X to the right of the favorite, will delete this favorite.

Fig. Your favorites, click one to use this filter

Viewing Preset Filters

To the left of the favorites star icon is the presets icon. Pressing this icon, will show the preset filters.

Preset filters are like favorites, but are available to all users with a given Role.

Preset filters are also available in Static evolve sites, where the Roles of the user generating the Static site, will control which filters are available to ALL users.
Note: Static sites themselves do not have Roles, hence the preset's availability.

Preset filters can only be added by an Administrator, and assigned to Roles

Fig. Choosing to view Preset Filters

Sharing Favorite filters as Presets (Administrator option only)

In order to configure Presets, it is necessary first to be an Administrator.

1.Create a filter in the usual way.

2.Make the filter a favorite.

3.From the 'Page Picker', choose the 'Filters' Page.

Fig. Configure Preset Filters with this Page

Fig. Select your favorite and assign it a Role

1.From the list of favorites displayed, choose the edit button

2.Search for a role and associate it to the favorite

3.Save the association.

4.This favorite will now display as a Preset, to all users who share this Role

Remove a Preset (Administrator option only)

In order to remove a Presets, it is necessary first to be an Administrator.

1.From the 'Page Picker', choose the 'Filters' Page.

2.Locate the Preset you wish to remove.

3.Disassociate the Roles from the Preset.

4.It will return to being a favorite and can be deleted in the same way as other favorites.

Related Topics

Global Search

Advanced Search

File Structure

File Structure

Overview of the folder structure of Evolve Web Platform

Unlike many Windows applications, including 'Evolve Suite', 'Evolve Web Platform' is typically installed to the root of your C: drive.
While most of the files that are installed are not intended for user serviceability, there are a few folders that contain content, useful for administrators. Most significantly, folders containing customized content, search indexes, and generated content. All of which may be replicated to other servers, when load balancing.

Up to and including Evolve Web Platform 2020.0.1 the folders followed this pattern:

What has changed from 2020.0.2 onwards, is the location of the static generated content, and any data related content for the dynamic site. The new structure is as follows:

Related Topics

Global Search

Customization Explained