erwin Evolve 2023.1.0 - User Guide

Authentication and Active Directory

Configure Active Directory Authentication and SSO

Active Directory is a commonly used Microsoft standard approach to securing logon to Windows and Web systems. The following section will describe both the pre-requisites and the Evolve configuration required to enable Active Directory (AD) as your authentication provider. It is largely assumed that you are knowledgeable about the configuration of Active Directory.

The instructions below explain how to configure your Evolve Server so that you can use AD as an authentication method to access your sites.

Pre-requisites for AD authentication:

Before proceeding with the connection, there are some preparatory steps you need to complete, in Modeler, Evolve and in the client’s Active Directory configuration in order for the synchronisation to work.

First let's setup the CW Roles:

1. Launch Model Explorer and create two (2) distinct objects within the CW Role object.

2. 
   
   You can create as many roles as you want, but make sure that two of them can be used as generic roles for all incoming users.  For example, you can create a role named “Read-Only Users” (which will ultimately contain all Social Users) and another called “Administrators” (or “Contributors”) (which will ultimately contain all Normal Users).

3. Connecting Roles to CW Views.

At this point, you should connect those default roles to the appropriate views to define which pages each user group will be able to access once logged in.  To do this please refer to the appropriate section of the Evolve user guide (here).

If you choose not to connect any views to the roles, then both roles will be able to view the exact same pages.

Next configure the Client Active Directory:

1. Creating new AD Groups:
   
   You need to arrange with your customer’s system administrator to create two (2) distinct groups within their Active Directory. They can choose to name them anything they want, but should keep those names distinct and recognizable so they can then be connected to Evolve.

2. Adding users to the AD Groups:

The client system administrator should then, in conjunction with your main contact within the client, ensure that the appropriate number of users is added in each group.

 Configure the Active Directory Connection:

1. Change Authentication Mode:
   
   Launch Evolve Designer (in Administrator mode) and choose "Server Configuration". Navigate to the "Authentication" tab. In the Authentication Mode drop-down list, switch the default value (CwAuthentication) to ActiveDirectoryAuthentication.

   Configuring the AD Connection Path:

1. If you have not done so already, import the domain SSL certificate into Windows

2. Export the certificate to a new *.PFX file

3. Use the following password to secure the certificate : 
   
   LQMrnsuLpVAZ9ePd
   
   Note that it is not currently possible to choose an alternative password. However the certificate is stored securely on your server, and is not made available externally, so this should not pose a concern.

4. Save the filename: CasewiseAuth.pfx
   
   in the folder: c:\Casewise\Evolve\Site\bin 

To configure SAML2 on your Evolve server:

1. Run Evolve Designer.

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

The Server Configuration dialog opens.

3. Configure the settings according to the table below:

Authentication

4. Click Save to save your configuration.

At this point it will no longer be possible to logon to Evolve, as the final steps are to configure the permissions based on Claims configured on the Authentication Server, and their mapping to groups on the Evolve server.

To configure Groups and Roles on your Evolve server:

Groups and Roles for SAML2 are configured in exactly the same way as they are for Active Directory. Take a look at this to see how they work. You will find this detail in the "AD Mapping" details of the "Site Level Settings" - "Deployment Node Settings".

 Further instructions for specific Identity Providers:

See here for help on Integrating with Okta Identity Provider.

Configure Active Directory Authenticarion and SSO

Authentication and Active Directory

Configure Active Directory Authentication and SSO

Active Directory is a commonly used Microsoft standard approach to securing logon to Windows and Web systems. The following section will describe both the pre-requisites and the Evolve configuration required to enable Active Directory (AD) as your authentication provider. It is largely assumed that you are knowledgeable about the configuration of Active Directory.

The instructions below explain how to configure your Evolve Server so that you can use AD as an authentication method to access your sites.

Pre-requisites for AD authentication:

Before proceeding with the connection, there are some preparatory steps you need to complete, in Modeler, Evolve and in the client’s Active Directory configuration in order for the synchronisation to work.

First let's setup the CW Roles:

1. Launch Model Explorer and create two (2) distinct objects within the CW Role object.

2. 
   
   You can create as many roles as you want, but make sure that two of them can be used as generic roles for all incoming users.  For example, you can create a role named “Read-Only Users” (which will ultimately contain all Social Users) and another called “Administrators” (or “Contributors”) (which will ultimately contain all Normal Users).

3. Connecting Roles to CW Views.

At this point, you should connect those default roles to the appropriate views to define which pages each user group will be able to access once logged in.  To do this please refer to the appropriate section of the Evolve user guide (here).

If you choose not to connect any views to the roles, then both roles will be able to view the exact same pages.

Next configure the Client Active Directory:

1. Creating new AD Groups:
   
   You need to arrange with your customer’s system administrator to create two (2) distinct groups within their Active Directory. They can choose to name them anything they want, but should keep those names distinct and recognizable so they can then be connected to Evolve.

2. Adding users to the AD Groups:

The client system administrator should then, in conjunction with your main contact within the client, ensure that the appropriate number of users is added in each group.

 Configure the Active Directory Connection:

1. Change Authentication Mode:
   
   Launch Evolve Designer (in Administrator mode) and choose "Server Configuration". Navigate to the "Authentication" tab. In the Authentication Mode drop-down list, switch the default value (CwAuthentication) to ActiveDirectoryAuthentication.

   Configuring the AD Connection Path:

1. If you have not done so already, import the domain SSL certificate into Windows

2. Export the certificate to a new *.PFX file

3. Use the following password to secure the certificate : 
   
   LQMrnsuLpVAZ9ePd
   
   Note that it is not currently possible to choose an alternative password. However the certificate is stored securely on your server, and is not made available externally, so this should not pose a concern.

4. Save the filename: CasewiseAuth.pfx
   
   in the folder: c:\Casewise\Evolve\Site\bin 

To configure SAML2 on your Evolve server:

1. Run Evolve Designer.

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

The Server Configuration dialog opens.

3. Configure the settings according to the table below:

Authentication

4. Click Save to save your configuration.

At this point it will no longer be possible to logon to Evolve, as the final steps are to configure the permissions based on Claims configured on the Authentication Server, and their mapping to groups on the Evolve server.

To configure Groups and Roles on your Evolve server:

Groups and Roles for SAML2 are configured in exactly the same way as they are for Active Directory. Take a look at this to see how they work. You will find this detail in the "AD Mapping" details of the "Site Level Settings" - "Deployment Node Settings".

 Further instructions for specific Identity Providers:

See here for help on Integrating with Okta Identity Provider.

Sites Explained

There are two types of Evolve Site - Static Sites and Dynamic Sites. Which type of Site you can deploy depends on the type of license you have for Evolve and what you want your users to be able to do on the Site.

A Static Site is a read-only deployment which displays data from your repository taken at a fixed point in time and is therefore is a great way to communicate your approved model data to a wide audience.

See more about Static Sites

Static Sites have the following features:

• Read-only data - users cannot edit any data they see.

• Fixed data taken at the time of publication - no live connection to the repository.

• Open access - no user login required.

• Portability - can be accessed via URL on a web server, or directly as files.

A Dynamic Site shows live data from the repository and requires users to log in to access it. It can be configured to allow users to edit data, and you can control data visibility and permissions with Role-based access.

See more about Dynamic Sites

Dynamic Sites can enjoy all the features offered by Evolve - such as Workflow, Comments Questionnaires, and Favorites.

In summary, Dynamic Sites offer the following features:

• Live data - the Site connects directly to your CW repository showing current data from your model.

• Restricted access - Users are required to log in to access the Site, with Active Directory and Windows Authentication supported.

• Access Rights - Roles and Access Rights can be used to restrict a User's view of the data and also whether they can edit data using the Site.

• Workflow - The Workflow component can be used to implement an Approval procedure for editing data, as well as a Review procedure for validating data.

• Social features - Dynamic Sites have the Evolve social features built-in as standard, enabling your users to collaborate using Comments, provide feedback with Questionnaires, and create their own quick links to important pages using Favorites.

For a table comparing the features of Static and Dynamic Sites, see the Site Comparison Chart.

Deployment

Evolve Sites should be deployed to a web server machine running Microsoft Internet Information Services (IIS).

What do you want to do?

Create a Site

Site Comparison Chart

The following table shows the differences between Static and Dynamic Sites.