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erwin Evolve 2020.2.0 - User Guide

erwin Evolve 2020.2 User Help Guide
erwin Evolve 2020.2 User Help Guide
erwin Evolve 2020.2 User Help Guide
Getting Started Creating Sites and Pages Data Layout Options Filtering Data Property Groups Data Visualizations Displaying Diagrams Using Web Modeler Automatic Diagrams (Diagram Designer) Navigating your Site Workflow Explained Social Interaction Features Questionnaires Reference Configuration and Administration Customizing Your Site Troubleshooting Upgrading Evolve Suite Addendum

Basic Customization

Basic Customization

Customizing Styles using LESS variables

Customizing Styles using LESS variables

LESS variables are used to change the properties of various elements within Evolve easily and simultaneously. By changing the value of a single LESS variable, you can alter the appearance of multiple HTML elements within the Evolve webpage. This enables simple customization through only a small subset of variables.

The following sections detail what to be aware of when using LESS variables, particularly when upgrading between product versions. The Appendix also covers an overview of the key variables and what they impact.

Upgrading Custom Themes with LESS variables

Since Evolve 2016.2.1 the Themes (LESS variables) are automatically upgraded when performing an 'Update Meta Model & Themes' within Evolve Designer. However, if you find that the variables have not updated correctly, the following instructions will help you to diagnose the issues.

Should a theme still be incompatible with the installed version of Evolve, the following error can appear in Evolve Designer when you Deploy Dynamic/Static site:

To upgrade the theme to be compatible with the installed version, follow these steps.

          1. Ensure you know which default theme your custom theme was based on

          e.g. Evolve7, Grey, Blue

          2. Locate a copy of this theme in the new version of Evolve

          nb: This can be found in <Evolve-Install-Location>\Casewise\Evolve\Site\bin\webDesigner\themes\

          3. Using a comparison tool (e.g. WinMerge) compare your custom theme with the theme located in step 2

oThis will highlight the new variables which have been added since your custom theme was created.

oEach new variable will contain a comment (e.g. //v4.0.2) showing in which version it was added.

          4. Copy over the new variables so that the custom theme contains the same number of variables as the default theme.

          5. Restart Evolve Designer and Deploy Dynamic/Static Site

Theme File Labelling Convention

Evolve’s LESS variables are named using camelCase whereby the first letter of each word is capitalized – except for the first letter of the whole string. Evolve version numbers are commented out next to any variables that relate to specific Evolve versions. I.e: //v4.0

Appendix - LESS: Global Variables

Click the groups below to see the LESS variables that are available and the elements that they will affect. Note that for the sake of brevity, not all available variables are listed below - only the main variables that alter colors and fonts have been included.

Primary Colors

LESS Variable

Evolve Page Element(s)

Example

@cwColor1Shade

The primary color used for borders and shading.

-

@cwColor1

The primary color used for various backgrounds

-

@cwColor1Tint

The primary color used as a highlight

-

@cwColor2Shade

The secondary color used for borders and shading.

-

@cwColor2

The secondary color used for various backgrounds

-

@cwColor2Tint

The secondary color used as a highlight

-

@cwShadowColor

The color used to add a shadow to elements

-

Global Variables

LESS Variable

Evolve Page Element(s)

Example

@cwFont

The font family used by a majority of text elements in Evolve

p, span, li, a

@cwFontTitle

The font family used by various titles in Evolve

h1, h2, h3, h4, h5, h6

@cwFontTextColor

The color used by a majority of text elements in Evolve

@cwGlobalLinkTextColor

The color of text links in Evolve

@cwPageTitleColor

The color of various titles in Evolve

@cwPageTitleBackGroundColor

The background color of the page title at the top of the screen.

@cwBodyBackgroundColor

The background color of the main content area

@cwLoginBackgroundColor

The background color of the login dialogue that appears on the login page

@cwLoginTextColor

The color of the text on the login dialogue that appears on the login page

@cwLoginSubmitButtonTextColor

 

@cwLoginSubmitButtonBackgroundColor

 

Diagrams

LESS Variable

Evolve Page Element(s)

Example

@cwDiagramBreadCrumbBackgroundColor

The color of the area surrounding the breadcrumbs

@cwDiagramBreadCrumbBoxBackgroundColor

The background color of the breadcrumbs themselves

@cwDiagramBreadCrumbBoxTextColor

The color of the text that appears on the breadcrumbs

@cwDiagramEditorIconColor

The color of the editor icons within eModeler

@cwDiagramEditorMenuBackgroundColor

The background color of the eModeler menu

@cwDiagramEditorMenuMainHeaderBackgroundColor

The background color of the eModeler menu's main header

@cwDiagramEditorMenuSubHeaderBackgroundColor

The background color of the eModeler menu's subheaders

@cwDiagramTileNameBackground

The background color of a tile im eModeler

@cwDiagramTileNameBackgroundHover

The background color of a tile in eModeler when you hover over it

@cwDiagramTileNameTextColor

The background color of a tile in eModeler

Left-Hand-Side Menu

LESS Variable

Evolve Page Element(s)

Example

@cwMenuLeftTabBackgroundColor

This is the background color of the pop-out tab

@cwMenuLeftTabTitleColor

This is the color of the title that appears on the top of the pop-out tab

@cwMenuLeftTabSelectedViewBackgroundColor

This is the background color of items that are selected in the pop-out tab

@cwMenuLeftMainNavigationBackgroundColor

This is the background color of the main navigation menu

@cwMenuLeftMainNavigationTextColor

This is the color of the text in the main navigation menu

@cwMenuLeftMainNavigationBackgroundColorHover

This is the background color of the menu item in the main navigation menu when the cursor is hovered over it

@cwMenuLeftMainNavigationTextColorHover

This is the color of the text in the main navigation menu when the cursor is hovered over it

@cwMenuLeftMainNavigationTextColorActive

This is the color of the text in the main navigation menu when the menu item or one of its sub-menus is active

@cwMenuLeftMainNavigationBackgroundColorActive

This is the background colour of the menu item in the main navigation menu when the menu item or one of its sub-menus is active

@cwMenuLeftSubNavigationBackgroundColor

This is the background color of the navigation sub-menu

@cwMenuLeftSubNavigationTextColor

This is the color of the text in the navigation sub-menu

@cwMenuLeftSubNavigationBackgroundColorHover

This is the background color of the menu item in the navigation sub-menu when the cursor is hovered over it.

@cwMenuLeftSubNavigationTextColorHover

This is the color of the text in the navigation sub-menu when the cursor is hovered over it.

Drop-down Notifications

LESS Variable

Evolve Page Element(s)

Example

@cwNotificationMessageBackgroundColor

The background colour for notifications

@cwNotificationMessageTextColor

The text colour for notifications

@cwNotificationErrorBackgroundColor

The background colour for Error notifications

@cwNotificationErrorTextColor

The text colour for Error notifications

List Boxes

LESS Variable

Evolve Page Element(s)

Example

@cwListBoxPropertyHeaderBackgroundColor

The background color of the list box header

@cwListBoxPropertyHeaderTextColor

The color of the list box header text

@cwListBoxPropertyValueBorderColor

The color of the border surrounding the list box's content

Properties Group

LESS Variable

Evolve Page Element(s)

Example

 

@cwPropertiesTableHeaderBackgroundColor

The background color of the header on the Properties table

@cwPropertiesTableHeaderTextColor

The color of the text on the header on the Properties table

@cwPropertiesContainerBorderColor

The color of the Properties table's border

@cwEditPropertiesValueHoverBackgroundColor

The color of a data row in the properties table when the cursor is hovered over it

@cwEditPropertiesValueHoverTextColor

The color of text in a data row in the properties table when the cursor is hovered over it

 

Buttons

LESS Variable

Evolve Page Element(s)

Example

@cwButtonSubmitBackgroundColor

The background color of the submit button.

@cwButtonSubmitTextColor

The color of the text on the submit button.

@cwButtonSubmitBorderColor

The color of the submit button's border

@cwButtonTextColor

This isn't often used as the text on the buttons is hidden

@cwButtonBackgroundColor

The colour of the background for icons that appear in the top-right of the Evolve page

@cwButtonIconColor

The colour of icons that appear in the top-right of the Evolve page

@cwButtonBorderColor

The colour of the border for icons that appear in the top-right of the Evolve page

 

 

Accordions

LESS Variable

Evolve Page Element(s)

Example

@cwAccordionHeaderBackgroundColor

The background colour of accordion menu headers

@cwAccordionHeaderTextColor

The colour of the text on accordion menu headers

@cwAccordionHeaderHoverBackgroundColor

The background colour of accordion menu headers when a cursor hovers over it

@cwAccordionHeaderHoverTextColor

The colour of the text on accordion menu headers when a cursor hovers over it

Discussions

LESS Variable

Evolve Page Element(s)

Example

@cwDiscussionsBackgroundColor

The background color of the Discussions panel header

@cwDiscussionsTextColor

The text color of the Discussions panel header

World Map

LESS Variable

Evolve Page Element(s)

Example

@cwJVectorMapCircleBackgroundColor

The background color of circles that appear on vector maps

@cwJVectorMapCircleBorderColor

The border color of circles that appear on vector maps

@cwJVectorMapPathDefaultBackgroundColor

The default background color of a map vector

@cwJVectorMapPathDefaultBorderColor

The default border color of a map vector

@cwJVectorMapPathFilledBackgroundColor

The default background color of a filled map vector

@cwJVectorMapPathFilledBorderColor

The default border color of a filled map vector

@cwJVectorMapLabelTextColor

The color of the text on the map labels

@cwJVectorMapLabelBackgroundColor

The background color of the map labels

@cwJVectorMapIconLinesColor

The color of the + and - signs in the zoom icons

@cwJVectorMapIconBackgroundColor

The background color of the zoom icons

User Zone

LESS Variable

Evolve Page Element(s)

Example

@cwProfileTextColor

The color of the text in the user-area

Pop-ups

LESS Variable

Evolve Page Element(s)

Example

@cwPopupBackgroundColor

The background color of the left-hand-side pop-out menu

@cwPopupTitleBackgroundColor

The background color of the title on the left-hand-side pop-out menu

@cwPopupTitleTextColor

The color of the title text on the left-hand-side pop-out menu

Badges

LESS Variable

Evolve Page Element(s)

Example

@cwBadgeBackgroundColor

The background color of Badges

@cwBadgeTextColor

The color of the text that appears on Badges

Tasks & Notifications         

LESS Variable

Evolve Page Element(s)

Example

@cwWorkflowTaskListTaskActionsColor

The background color of the action panel associated with pending tasks

@cwWorkflowTaskApprovalApproved

The color of the task's approved tag

@cwWorkflowTaskApprovalRejected

The color of the task's rejected tag

@cwWorkflowDelegatedTaskColor

The color that highlights a task to signify that it has been delegated to you

@cwWorflowTaskBackgroundColor

The background color of a task

@cwWorflowTaskTextColor

The text color of a task

@cwWorflowNotificationBackgroundColor

The background color of workflow notifications

@cwWorflowNotificationTextColor

The text color of workflow notifications

@cwWorflowDueDateCalendarBackgroundColor

The background colour for calendars that appear next to tasks

@cwWorflowDueDateCalendarOverdueMonthTextColor

The colour of the month that appears on the calendar for tasks that are overdue

@cwWorflowDueDateCalendarDueBackgroundColor

The background colour on the calendar for tasks that are due

@cwWorflowDueDateCalendarOverdueBackgroundColor

The background colour on the calendar for tasks that are overdue

Global Search

LESS Variable

Evolve Page Element(s)

Example

@cwGlobalSearchFocusColor

The color of the text in the global search input field when the cursor is focused on it

 

@cwGlobalSearchTextColor

The color of the text in the global search input field

 

@cwGlobalSearchBackgroundColor

The background color of the global search input field

 

@cwGlobalSearchResultsTextColor

The color of the search results text

 

@cwGlobalSearchResultsBackgroundColor

The background color of the search results

@cwGlobalSearchResultShadowColor

The color of the shadow on the search results box

Top Bar

LESS Variable

Evolve Page Element(s)

Example

@cwTopBarHeight

The height of the top bar

@cwTopBarBackgroundColor

The background color of the top bar

@cwTopBarProfileLinkColor

The color of the profile links within the top bar

@cwTopBarProfileLinkHoverColor

The color of the profile links within the top bar when you hover over it

Home Page

LESS Variable

Evolve Page Element(s)

Example

@cwHomePageFavoriteIconBackgroundColor

The color of the favorite icons on the home page. Note that a 'lighten' filter is applied to each row of icons so it is recommended to choose a slightly darker color to begin with.

 

@cwHomePageFavoriteTextColor

The color of the text that appears on the favorite icons.

@cwHomePageRoleIconBackgroundColorHover

The color of the icon that appears on the favorite icons.

Side Menu

LESS Variable

Evolve Page Element(s)

Example

@cwMenuLeftSubNavigationBackgroundColorHover

The background color a sub-menu menu item when the cursor is hovered over it

@cwMenuLeftTabSelectedViewTextColor

The text color of a selected menu item

@cwMenuLeftTabSelectedViewTabSelectedTextColor

The text color of a selected tabmenu item

@cwMenuLeftTabSelectedViewTabSelectedBackgroundColor

The background color of a selected tab menu item

@cwMenuLeftTabSelectedViewTabTextColorHover

The text color of a selected tab menu item when the cursor is hovered over it

@cwMenuLeftTabSelectedViewTabBackgroundColorHover

The background color of a selected menu item when the cursor is hovered over it

@cwMenuLeftBorderColor

The color of the border that separates menu items on the left hand menu

@cwMenuLeftTabBorderColor

The background color of the left-hand menu pop-out tab

@cwMenuLeftToggleZoneBackgroundColor

The background color of the 'hamburger' menu-toggle icon

@cwSocialRatingStarBackgroundAndBorder

The background & border color of the Social Ratings section

Grids

LESS Variable

Evolve Page Element(s)

Example

@cwGridButtonsColor

The color of the grid buttons

@cwGridPaginationBackgroundColor

The background color of the pagination section of the grid

@cwGridColumnHeaderText

The color of the text in the grid header

@cwGridColumnHeaderBackground

The color of the grid header's background

Miscellaneous

LESS Variable

Evolve Page Element(s)

Example

@cwSiteSelectionTextColor

The color of the text that displays the site name

@cwButtonSelectedBackgroundColor

 

@cwButtonBoxShadowColor

The color of the shadow on the rounded buttons

@cwAccordionHeaderTextColor

The color of the title text on accordion menus

@cwDiscussionsBackgroundColorHover

The background color of the discussions icon when you hover the cursor over it

Use Custom Site Logos

Use Custom Site Logos

To make your Evolve Sites match your own corporate branding, you can change the default Evolve logos.

You can change the logos at a global level, so affecting the top-level Evolve Site which you see if you have Dynamic Sites, as well as the logos used on individual Sites you publish.

In addition, you can override the global setting on an individual Site basis to create custom logos for one or many of your Sites.

On the top-level Evolve Site, the logo is displayed on the login dialog and then in the top-left of the Site. A second, smaller logo is displayed in the top-left for smaller screen sizes, such as mobile devices.

On your own Sites, the logo is only displayed in the top-left of each page, with a smaller version when the site is viewed on a mobile device.

Create new logos

To replace either the global logos or create custom logos for your own Sites, you have to create two new images. These images must have the following details:

Image 1

Name

logo.png

Dimensions

146 x 30 px

Image 2

Name

logo-m.png

Dimensions

112 x 30 px

There are different processes for changing the global logos and adding custom logos to an individual Site.

What do you want to do?

Change the global Evolve Site logos

To replace the logo on the top-level Site:

          1. On the Evolve server machine, in Windows Explorer, navigate to:

          <your-evolve-install-path>\Site\bin\webDesigner\images\logos

          2. Replace logo.png and logo-m.png with your new images.

Next time you Publish one of your Sites, the logos will be changed. You may need to delete your browser cache in order to see the change reflected.

Alternatively, if you do not want to wait until you Publish one of your Sites, you can copy the logo.png and logo-m.png files to the following location which will cause them to be changed immediately:

<your-evolve-install-path>\Data\Common\images\logos

Use a custom logo on an individual Site

To use a custom logo on an individual Site:

          1. On the Evolve server machine, in Windows Explorer, navigate to:

          <your-evolve-install-path>\Site\bin\webDesigner\custom

          2. If you do not already use a custom folder for your Site, create one here and name it as you wish

          If you already use custom content with your Site, open the folder you already use

          3. In your custom folder, create an 'images' folder, then create a 'logos' folder within it

          You should now have the following structure:

                    <your-custom-directory>\images\logos

          4. Copy your custom logo.png and logo-m.png files to the 'logos' folder

          5. Create a CSS file named 'main.css' and place it in

          <your-custom-directory>\css

If you already have a main.css file, do not create a new one, instead add the code detailed in the next step.

          6. Copy the following code and paste it directly into main.css

         

/* Change the logo on evolve site */

.logo

{

    background: transparent url('../images/logos/logo.png') center no-repeat;

}

 

/* Change the logo on the login page */

#cw-authentication-zone .cw-authentication-top

{

    background: transparent url('../images/logos/logo.png') center no-repeat;

}

 

/* Change the logo for smartphone and tablet devices */

@media screen and (min-width: 240px) and (max-width: 1023px){

    .logo

    {

        background: transparent url('../images/logos/logo-m.png') center no-repeat;

    }

}

          7. Open your Site in Evolve Designer

          8. On the Deployments > [server name] > [model] node, choose your new custom folder in the Deploy Custom Site drop-down

          9. Save and Publish the site by using the Dynamic Site or Static Site button on the Home menu.

          If instead you use the Save & Deploy Site function, you must click Theme & Pictures first.

 

Use Custom Site Images on the Multi-Sites Page

Use Custom Site Images on the Multi-Sites Page

If you publish Dynamic Sites, you can use the top-level Multi-Sites page which lists all the Model Sites you have access to.

By default, these Sites are shown with an Evolve logo, but you can change it to an image of your choice.

To use your own custom image for a Site on the Multi-Sites page:

          1. Create a new PNG image file

          Ideally the dimensions should be 200 x 130 pixels, however if the image is larger, it will be scaled down automatically in the page

          2. Name the image file with the same name as the Site URL Name used for your Site

          You can find this value on the Deployments > [server-name] > [model] node in Evolve Designer

          For example: m48yxeuv.png

          3. Place the image at the following location on your Evolve web server machine

          <evolve-install-path>\Data\Common\images\sites

          Usually <evolve-install-path> is: C:\Casewise\Evolve\

          4. Publish your Site, ensuring you choose the Theme & Pictures option if you do not do a full Dynamic Site generation.

You may need to clear your browser cache in order to see the new image immediately.

 

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