Projects Administration

All the active projects available within the system are presented under the heading of "Project admin". The superuser can use this area to add and remove users from a selected project.

Figure 105. Project Administration
The list of "Users" in the right-hand pane of Figure 105 will be empty if no user is assigned to the project. Items 1 through 6 highlighted in Figure 105 are described below; the third digits in the chapter numbers refer to the digits in Figure 105.

Add user

Use the plus sign   to add a username and select a role from the given list. The roles define the access rights of the user to the selected project; see Table 8 for available roles. The plus symbol is not visible, if there is no user created in the system.

Figure 106. Add User

Edit user

The pen icon  is used to edit the role of a user within the project (see Figure 107, below).

Figure 107. Edit User

Remove user

The bin icon  is used to remove a user from the project (see Figure 108, below). 

Figure 108. Delete User

Populate new project by import

To populate the new project with externally defined data, use the import icon . When the input form appears (see Figure 109), select a zip-file of your preferred contents and specify the corresponding source types.

Figure 109. Import data
The source types are all zip-files, but the data for import may use the following different formats:

  • PDM STEP: The breakdown structure needs to be represented according to the ISO 10303-242 MIM/P21-format. The content of this type of zip-file is else described in chapter 3.7.1.5 . PDM STEP files may originate from ISO 10303-242 compliant CAD and PLM applications, for example, or from EDMtruePLM (see chapter 3.7.1.5).
  • Zipped baseline: The breakdown structure must be represented as an EDMtruePLM specific ISO 10303-239 P21 file including all files and a separate reference data P21 file (for details of the contents of the resulting zip-file, see chapter 4.1.5 "Download STEP pack"); for the creation of such baseline packages, see chapter 3.6.2 .
  • ASD DEX1: The breakdown structure needs to be represented according to the ISO 10303-239 DEX 1 "Product breakdown for support". The content of this type of zip-file is else described in chapter 3.7.1.7 . DEX 1 STEP/PLCS files may originate from ISO 10303-239 compliant PLM applications, for example, or from EDMtruePLM (see chapter 3.7.1.7).

The imported data will replace any existing data in the project. A corresponding message will appear before the input form in Figure 109.
Warning: To further populate the new project after data import, first complete the user assignment after the data import process (chapter 4.1.1). 

Download STEP pack

The upward arrow icon is used to download a so called "STEP pack". All data of the project will be exported as a zipped STEP package file. The zip-package includes two files:

  1. the product data as an extended ISO 10303-239 (PLCS) P21-file. The extended schema includes all concepts used by EDMtruePLM, not only the pure AP239 concepts. The file also includes all files uploaded by the user; they are appended to the end of the P21-file, which, thus, also follows an extended EDMtruePLM specification compared to the P21-standard. Therefore, the STEP pack capability is useful as a backup function. It is not suited for data exchange with other applications than EDMtruePLM. For such data exchange options, see the PDM and PLCS DEX export features in chapter 3.7.1 .
  2. the corresponding reference data as an ISO 12006-3 file.

The package can be used for project backup and restore or for the synchronization of project data on different EDMtruePLM servers.

Upload STEP pack

The downward arrow icon is used to upload a STEP pack. This will populate an initially empty project with the imported data.