Training Guide

PDM Administration

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 TopSolid'Design - PDM Administration
© 2016, Missler Software.
7, Rue du Bois Sauvage
F-91055 Evry, FRANCE
Web: www.topsolid.com
E-mail: info@topsolid.com
All rights reserved.

This information is subject to change without warning.

No material may be reproduced or transmitted, regardless of the manner, electronic or mechanical means used or
purpose, without formal written consent from Missler Software.

TopSolid® is a registered trademark of Missler Software.

TopSolid® is a product name of Missler Software.

The information and the software contained within this document are subject to change without prior warning and
should not be construed as a commitment by Missler Software.

The software covered by this document is supplied under license, and may only be used and duplicated in
compliance with the terms of this license.

Version 7.10 Rev.01

Note: If you are experiencing problems using this training guide, please feel free to send your feedback and
comments at edition@topsolid.com.

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TopSolid'Design - PDM Administration

Contents
Creation of users .............................................................................................................................................. 1

Creation of user groups .................................................................................................................................... 5

Security administration .................................................................................................................................. 10

Creation of a template project ........................................................................................................................ 13

Project manager administration ..................................................................................................................... 15

Project security administration ....................................................................................................................... 17

Life cycle administration ................................................................................................................................ 21

Workflow administration ............................................................................................................................... 25

Applying the Workflow to an existing project ................................................................................................. 44

TopSolid'Pdm Explorer ................................................................................................................................... 45

TopSolid'Update ............................................................................................................................................ 48

Notes ............................................................................................................................................................. 51

Individual course evaluation form .................................................................................................................. 53

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TopSolid'Design - PDM Administration Creation of users

Creation of users
In this first chapter you will see how to create all the users who will connect to TopSolid 7.

Concepts addressed:
- Creating the users

Creating the users

 Click the TopSolid icon at the top left of the screen and select PDM > Users.

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Creation of users TopSolid'Design - PDM Administration

 Click the Add button on the right side of the window.

 Enter user account information as shown in the following example.

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TopSolid'Design - PDM Administration Creation of users

 Next click the Configure outgoing mail server (SMTP) button at the bottom of the configuration window (Profile
tab).

 Click the Add button and provide the following information.

 Click several times to confirm.

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Creation of users TopSolid'Design - PDM Administration

 Repeat these steps for the following users:

- Mikael Garcia
- Loic Fournier
- Olivier Masson
- Eric Oviedo
- Amandine Dubois
- Lilou Lamber
- Nicolas Lefric
- Gilles Martin
- Yvan Barry

Note: You can import or export users from a UserCSVFile.csv file.

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TopSolid'Design - PDM Administration Creation of user groups

Creation of user groups

This chapter teaches you how to create the user groups who will use TopSolid 7.

Concepts addressed:
- Creating the user groups

Creating the user groups

 Click the TopSolid icon at the top left of the screen and select PDM > User Groups.

 In the window that opens, click the Add button.

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Creation of user groups TopSolid'Design - PDM Administration

 Enter the following information.

 Click the Add button and select the users.

 Click to confirm.

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TopSolid'Design - PDM Administration Creation of user groups

 Click to confirm.

 Repeat the procedure for the following groups:

Design Department

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Creation of user groups TopSolid'Design - PDM Administration

Production Engineering Department

Guest

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TopSolid'Design - PDM Administration Creation of user groups

 Click to confirm.

Note: TopSolid'Automation lets you import your list of groups from a file or from the Windows user groups.
You can import or export users or groups from a UserCSVFile.csv file.

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Security administration TopSolid'Design - PDM Administration

Security administration
This chapter shows you how to administrate the PDM security.
For a given user, there are three different states (Granted/Denied/Unspecified) for each of the rights
(Create/Modify/Read/…).
The Denied and Unspecified are equivalent when the security of the user and the security of the group to which he
belongs are not defined at the same time. Indeed, the security of a user takes priority over the security of a group
of users, except for unspecified rights.

Concepts addressed:
- Security administration

System security administration

 Click the TopSolid icon and select PDM > Security.

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TopSolid'Design - PDM Administration Security administration

 In the window that opens, click the icon.

Note: If you assign the default security, it will be applied to all new projects.

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Security administration TopSolid'Design - PDM Administration

 Assign full right to the Administrator group and read rights to the other groups.

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TopSolid'Design - PDM Administration Creation of a template project

Creation of a template project

In this chapter you will learn how to create a template project with a structure.

Concepts addressed:
- Displaying templates
- Creating folders
- Creating subfolders

 Click the icon at the top right of the Projects window.

Note:
- My Templates: User-related templates (be careful, they are only visible by the administrator in this case).
- Company Templates: These templates can be used by all TopSolid users.

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Creation of a template project TopSolid'Design - PDM Administration

 Right-click on Company Templates and select New Project. Rename this project to Template.

 Open the Template project.

 From the Project tree, right-click on Template and select Folder. Rename this folder to 00 Design
Department.
 Repeat the thing to create two other new folders respectively named 10 Production Engineering Department
and 20 Common.

 Right-click on Template and select Check In.

 Click to confirm.

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TopSolid'Design - PDM Administration Project manager administration

Project manager administration

This chapter teaches you how to administrate the Project manager per year.

Concepts addressed:
- Creating folders
- Creating subfolders
- Creating projects

Creating an XXXX folder

 Click the Projects icon to open the Projects window.

 Right-click on Projects and select New Folder.

 Rename this folder to 2016.

 Right-click on the 2016 folder and select New Project.

Create a project named Stapler based on Template.

 Right-click on the 2016 folder and select New Project.

Create a project named Chisel based on Template.

 Right-click on the 2016 folder and select New Project.

Create a project named Cutter based on Template.

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Project manager administration TopSolid'Design - PDM Administration

You should end up with the following result:

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TopSolid'Design - PDM Administration Project security administration

Project security administration

In this chapter you will see how to administrate security on a project. This operation must be performed for each
project.

Concepts addressed:
- Security administration

Administrating security on a project

 Open the Stapler project.
 Right-click on the project name and select Security.

Note: The project security is not inherited.

The security on the 00 Design Department / 10 Production
Engineering Department / 20 Common folders is obtained
when these folders are created through the system security of
the default folders.

 Click to confirm.

 Right-click on the 00 Design Department folder and select Security.

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Project security administration TopSolid'Design - PDM Administration

 Click to confirm.

 Right-click on the 10 Production Engineering Department folder and select Security.

 Click to confirm.

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TopSolid'Design - PDM Administration Project security administration

 Right-click on the 20 Common folder and select Security.

 Click to confirm.

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Project security administration TopSolid'Design - PDM Administration

Note: Make sure you check the project into the vault to share data.

Important: The user's security has priority over the group's security when it is defined. The advantage of this
behavior is the possibility of managing exceptions on users.

See TopSolid’Design 7 Online Help, Definition of Permissions section, for differences between rights.

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TopSolid'Design - PDM Administration Life cycle administration

Life cycle administration

In this chapter you will learn how to administrate the life cycle.
This operation will define the sub-states of the life cycles. The current states are: Design, Validated, Obsolete and
Deleted. The life cycle can be used manually from the Project tree using the context menu (Life Cycle) on the
document.

Concepts addressed:
- Creating the sub-states of the life cycles:
o DD – Pending validation for production
o DD – In production
o DD – Assembly
o PED – Pending validation for part to be programmed
o PED – Programming

A document's life cycle is described below:

Design

DD – Pending validation for production

DD – In production

PED – Pending validation for part to be

programmed

PED – Programming

DD – Assembly

Validated

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Life cycle administration TopSolid'Design - PDM Administration

 Click the TopSolid icon at the top left of the screen and select PDM > Life Cycles.

 Click on Design and then click the Add button.

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TopSolid'Design - PDM Administration Life cycle administration

 Repeat the procedure for the other sub-states.

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Life cycle administration TopSolid'Design - PDM Administration

Note: Life cycles can be used on documents without having to follow the logical order of the list.

Design Validated Obsolete

Deleted

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TopSolid'Design - PDM Administration Workflow administration

Workflow administration
Here you will see how to administrate the Workflow.
This operation lets you define a document state change cycle based on the life cycle (Workflow) and by respecting
the internal process of the company. These state changes can be submitted for approval.

Concepts addressed:
- Creating the Workflow definition
- Creating the approvals
- Creating the notifications

Workflow diagram:

Design

DD – Pending validation for production

DD – In production

PED – Pending validation for part to be

programmed

PED – Programming

DD – Assembly

Validated

Index change

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Workflow administration TopSolid'Design - PDM Administration

 Click the TopSolid icon and select PDM > Workflows.

 Click the Add workflow button and rename the workflow as shown below.

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TopSolid'Design - PDM Administration Workflow administration

 Next click the Add action button.

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Workflow administration TopSolid'Design - PDM Administration

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TopSolid'Design - PDM Administration Workflow administration

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Workflow administration TopSolid'Design - PDM Administration

 Click to confirm.

 Click the Add action button.

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TopSolid'Design - PDM Administration Workflow administration

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Workflow administration TopSolid'Design - PDM Administration

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TopSolid'Design - PDM Administration Workflow administration

 Click to confirm.

 Click the Add action button.

For the next examples, you can use the same Mail notifications settings.

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Workflow administration TopSolid'Design - PDM Administration

 Click to confirm.

 Click the Add action button.

For the next examples, you can use the same Mail notifications settings.

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TopSolid'Design - PDM Administration Workflow administration

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Workflow administration TopSolid'Design - PDM Administration

 Click to confirm.

 Click the Add action button.

For the next examples, you can use the same Mail notifications settings.

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TopSolid'Design - PDM Administration Workflow administration

 Click to confirm.

 Click the Add action button.

For the next examples, you can use the same Mail notifications settings.

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Workflow administration TopSolid'Design - PDM Administration

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TopSolid'Design - PDM Administration Workflow administration

 Click to confirm.

 Click the Add action button.

For the next examples, you can use the same Mail notifications settings.

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Workflow administration TopSolid'Design - PDM Administration

 Click to confirm.

 Click the Add action button.

For the next examples, you can use the same Mail notifications settings.

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TopSolid'Design - PDM Administration Workflow administration

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Workflow administration TopSolid'Design - PDM Administration

 Click to confirm.

 Click the Add action button.

For the next examples, you can use the same Mail notifications settings.

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TopSolid'Design - PDM Administration Workflow administration

 Click to confirm.

 Click several times to confirm.

We've just defined the global workflow.

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Applying the Workflow to an existing project TopSolid'Design - PDM Administration

Applying the Workflow to an existing project

This chapter teaches you how to apply the Workflow to an existing project.

Concepts addressed:
- Applying the workflow

 From the Project manager, double-click on the Stapler project to open it.
 Import the project labeled Stapler.TopPkg.
 Right-click on the project name and select Others > Workflow.

 Click to confirm.

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TopSolid'Design - PDM Administration TopSolid'Pdm Explorer

TopSolid'Pdm Explorer
When some users only want to connect to the server to view the project contents or create non-TopSolid
documents (for example text, spreadsheet or image documents), it is possible to use a limited - and, consequently,
economical - version of TopSolid.

Concepts addressed:
- Logging onto TopSolid PDM
- Opening a project
- Opening a document
- Measures

 Launch TopSolid'Pdm Explorer.

 Log on with a user account.

 From the Project manager, double-click on the Stapler project to open it.
 From this project, double-click on the 00 Design Department folder to open it and repeat the thing to open
the Stapler assembly document.

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TopSolid'Pdm Explorer TopSolid'Design - PDM Administration

 Right-click on the blue-colored front face shown below and select Analyze Geometry.

 Select the opposite face.

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TopSolid'Design - PDM Administration TopSolid'Pdm Explorer

Let's now import non-TopSolid documents of various formats via the PDM Explorer.

 Right-click on the 20 Common folder and select Import File without Conversion. Choose the provided
JPG file.

 Next right-click on the 20 Common folder again and select Import File without Conversion. Choose the
provided PDF file.

Important: Make sure you check the project into the vault to share data.

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TopSolid'Update TopSolid'Design - PDM Administration

TopSolid'Update
TopSolid'Update allows you to search for TopSolid updates and to download them locally and/or to install them.
Three update modes are available:
- Check for updates on the Internet
- Server mode
- Client mode

Check for updates on the Internet

This mode is for workstations that are not on the company network. This option is suitable for the local PDM (default
installation).

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TopSolid'Design - PDM Administration TopSolid'Update

Server mode
This mode downloads all existing updates into a shared local directory. It must be used with network machines
configured in Client mode.
This option is recommended when there are several TopSolid/TopSolid'Pdm Explorer user workstations.

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TopSolid'Update TopSolid'Design - PDM Administration

Client mode
This mode searches for updates in the directory of the download server. It must be used with network machines
configured in Server mode.
This option is recommended when there are several TopSolid/TopSolid'Pdm Explorer user workstations.

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TopSolid'Design - PDM Administration Notes

Notes
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Notes TopSolid'Design - PDM Administration

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 ................................................................................................................................................................................................................................................................ TopSolid'Design - PDM Administration Individual course evaluation form

Individual course evaluation form

(To be completed and returned to the training instructor at the end of the course)

TopSolid'Design - PDM Administration

Name : ..........................................................................................................................................................
Company : ..........................................................................................................................................................
Date(s) from ................................................................ to ............................................................................
By completing this individual evaluation form, you are helping to improve the quality and usefulness of the training provided in the future. Please complete it
carefully.

Number of people during the course: Onsite at your company? YES □ NO □

GENERAL ASSESSMENT Poor Average Good Excellent

Overall, this course has been: □ □ □ □

What grade would you assign? 0 1 2 3 4 5 6 7 8 9 10

LOGISTIC Poor Average Good Excellent

Orientation (quality, organization, user-friendliness, etc.) □ □ □ □
Physical setup (room, materials, etc.) □ □ □ □

TRAINING Poor Average Good Excellent

Instructor's teaching method □ □ □ □
Group relationship (participation, sharing of experiences) □ □ □ □
Quality and clarity of educational materials (documentation) □ □ □ □
Balance between Theory and Practice □ □ □ □
Consistent presentations with what has been announced □ □ □ □
Training Content □ □ □ □

DURATION No Somewhat no Somewhat yes Yes

Does the overall duration of the course seem appropriate? □ □ □ □
If no, was it? Too short □ Too long □

PACE No Somewhat no Somewhat yes Yes

Does the overall pace of the course seem appropriate? □ □ □ □
If no, was it? Too slow □ Too fast □

USE OF ACQUIRED KNOWLEDGE IN THIS TRAINING No Somewhat no Somewhat yes Yes

Have you found this training to be useful in your work? □ □ □ □
Do you think you can put the acquired knowledge into use quickly? □ □ □ □
Do you believe that you have achieved your objectives
upon completion of this course? □ □ □ □

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