erwin Evolve 2022.0.1 - User Guide

Upgrading from Evolve Web Platform 2020.1.x

Upgrading from Evolve Web Platform 2020.1.x

If you are upgrading to the latest Evolve 2020.1 from any 2020.1.x version.

The following steps also ensure compatibility between Evolve Web Platform and Evolve Suite (CWSuite) when run on the same machine.

1.First BACKUP your SQL Database, to ensure any updates can be reverted should there be a problem.

2.Now uninstall Evolve Services.
To do this you may need to first stop the CWS Services from running

3.Then uninstall your previous version of Evolve Web Platform 2020
A restart may be required.

4.Now uninstall your previous version of Evolve Suite 2020 * only if previously installed * 
A restart may be required.

5.Follow the steps below:
- Go to your previous Evolve Web Platform folder (defaults to C:\erwin\Evolve)
right-click on the 'Evolve' sub-folder, then choose
'Sent to >' - 'Compressed (zipped) folder'

- Let Windows compress the remnants of this folder to a backup file
This zip will contain any customizations made to Evolve Web Platform, various settings, and your Global Search cache
This is a useful backup to keep, should you need to revert any changes.

- Finally delete all the contents of the Evolve folder EXCEPT these 2 folders (if you want to preserve your Global Search cache):
  * CWSServices - folder
  * Elasticsearch - folder

6.Install the latest Evolve Suite release (aka CWSuite)  * If only the Web Platform is required, this step can be skipped. *
(The Suite should be installed first, if both Desktop and Web components are to co-exist on a single machine)

7.Install Evolve Web Platform 2020
And copy any custom files back to their respective folders (nb: only copy files customized by your organization)

8.** ENSURE YOU HAVE BACKED UP YOUR DATABASE **
Follow the instructions to upgrade your database.

9.Any version upgrade can be performed from a previous version but the below is required when updating to 2020.0.2 or later in the 2020 series
Continuing on from the database upgrade instructions, also run the following command
ValidateRepository.exe -connection:YourConnectionName -username:YourUserName password:YourPassword -applyfixes
When prompted to apply fixes, review the changes (there may be other faults that need fixing, check you are happy with them) then press 'a' for all.

10.Your upgrade is complete - continue to configure Evolve Web Platform and re-publish the sites.

Upgrading from Evolve Web Platform 2020.0.x

Upgrading from Evolve Web Platform 2020.0.x

If you are upgrading to the latest Evolve 2020.1 from any previous version of.

The following steps also ensure compatibility between Evolve Web Platform and Evolve Suite (CW Suite) when run on the same machine.

1.First BACKUP your SQL Database, to ensure any updates can be reverted should there be a problem.

2.Now uninstall Evolve Services
To do this you my need to first stop the CWS Services from running

3.Then uninstall your previous version of Evolve Web Platform 2020
A restart may be required.

4.Now uninstall your previous version of Evolve Suite 2020 * only if previously installed *
A restart may be required.

5.Follow the below steps:
- Go to your previous Evolve Web Platform folder (defaults to C:\erwin\Evolve)
                    Inside you will find a folder called 'Data'
                    Delete this folder - it contains generated content from your sites, that will be recreated when you republish your sites in Evolve Web Platform 2020.
                    Due to the changes to several folder structures, the above step is important.
- Go back up a folder, to your previous Evolve Web Platform root directory (defaults to C:\erwin\)
                    right-click on the 'Evolve' sub-folder, then choose
                    'Sent to >' - 'Compressed (zipped) folder'
- Let Windows compress the remnants of this folder to a backup file
                    This zip will contain any customizations made to Evolve Web Platform, various settings, and your Global Search cache
                    This is a useful backup to keep, should you need to revert any changes.
- Finally delete all the contents of the Evolve folder EXCEPT these 2 folders (if you want to preserve your Global Search cache):
                    * CWSServices - folder
                    * Elasticsearch - folder

6.Install the latest Evolve Suite release (aka CWSuite)  * If only the Web Platform is required, this step can be skipped. *
(The Suite should be installed first, if both Desktop and Web components are to co-exist on a single machine)

7.Install Evolve Web Platform 2020
And copy any custom files back to their respective folders (nb: only copy files customized by your organization)

8.** ENSURE YOU HAVE BACKED UP YOUR DATABASE **
Follow the instructions to upgrade your database.

9.Continuing on from the database upgrade instructions, also run the following command
ValidateRepository.exe -connection:YourConnectionName -username:YourUserName password:YourPassword -applyfixes
When prompted to apply fixes, review the changes (there may be other faults that need fixing, check you are happy with them) then press 'a' for all.

10.Your upgrade is complete - continue to configure Evolve Web Platform and re-publish the sites.

Upgrading from Evolve Web Platform 2018 or older

Upgrading from Evolve Web Platform 2018 or older

If you are upgrading to the latest Evolve 2020 from any previous version 2018 or older and you have CWSuite installed on the same machine.

The following steps ensure compatibility between Evolve Web Platform and Evolve Suite (CW Suite) when run on the same machine.

1.First BACKUP your SQL Database, to ensure any updates can be reverted should there be a problem.

2.Now uninstall CWS Services for 2018 and older
To do this you my need to first stop the CWS Services from running

3.Then uninstall your previous version of Evolve 2018 or Evolve 2016
A restart may be required.

4.Now uninstall your previous version of CWSuite 2018 or CWSuite 2016 * only if previously installed *
A restart may be required.

5.Go to your previous Evolve installation folder (defaults to C:\Casewise\Evolve) and rename it to "Evolve_OLD")
This folder is not removed by the installer, as it contains files that were not part of the installation.
Keeping this folder can be useful, if you have customizations that you need to copy across.
Once you are sure you have all you need from this directory, it can be removed.

6.Install the latest Evolve Suite release (aka CWSuite)  * If only the Web Platform is required, this step can be skipped. *
(The Suite should be installed first, if both Desktop and Web components are to co-exist on a single machine)

7.Install Evolve Web Platform 2020
And copy any custom files back to their respective folders (nb: only copy files customized by your organization)

8.** ENSURE YOU HAVE BACKED UP YOUR DATABASE **
Follow the instructions to upgrade your database.

9.Continuing on from the database upgrade instructions, also run the following command
ValidateRepository.exe -connection:YourConnectionName -username:YourUserName password:YourPassword -applyfixes
When prompted to apply fixes, review the changes (there may be other faults that need fixing, check you are happy with them) then press 'a' for all.

10.Your upgrade is complete - continue to configure Evolve Web Platform and re-publish the sites.

Upgrading from Evolve 3.x

Upgrading from Evolve 3.x

If you are upgrading from a version earlier than Evolve 4.0, please first ensure you have completed the steps in the Database Migration Guide, and then follow the appropriate steps listed below in order to complete the migration process and have your Sites running the new version.