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erwin Evolve 2023.1.0 - User Guide

Table of Contents

erwin Evolve 2023.1.0 User Help Guide Legal Notices 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+]

In-Page Static Content Refresh

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 Configuring Diagram Properties Association Property Associating Non-Diagram Objects 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 Linking Parent Object to Child Drafts Using Explode Diagram in erwin Web Modeler Enable One Draft Mode Padlock Objects in 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 Share Diagram Link

Enhanced erwin Evolve Plugins

Action On Object Page Validate On Edit Properties Enhanced Custom Display String Enhanced Diagram Display Duplicate Object Custom Homepage Page Search Enhanced Property Display Redirect Edit View Complex Table Settings

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 SAML 2

Configure SAML2 Authentication and SSO Configuring SAML2 Authentication and SSO with Google Suite Configuring SAML2 Authentication and SSO with Okta Configuring SAML2 Authentication and SSO in Azure AD

Authentication and Active Directory

Configure Active Directory Authenticarion and SSO

Sites Explained Site Comparison Chart Change the URL Name of your Site Advance 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 Advanced Customization Guide 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

Global Search CMI (Casewise Analytics)

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 Evolve Suite Addendum

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

Appendix E – Accessing the Evolve Designer Help

The help for using Evolve Designer to create, configure and manage your Site can be accessed using the Help menu link in Evolve Designer.

Additionally you can access the help here:

erwin Evolve - Technical Documentation (quest.com)

Accessing the help with Internet Explorer on a server machine

If you try to access the help directly from a server machine, such as when using Evolve Designer on the web server itself, you may not be able to use it, due to the heightened security on server Operating Systems meaning scripting is disabled.

To enable Internet Explorer to view the Evolve help, go to Tools > Internet Options > Security and in the Custom Level Security Settings, ensure Active Scripting is Enabled.

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