Exercise 1 - Creating and Configuring Users

StruCad Training Course – Model Manager

Exercise 1 – Creating and Configuring Users Ex1-1

Exercise 1

Creating and Configuring Users

In this first exercise we will be learning how to create users. Creating users is the first thing a

Model Management System administrator will have to do.

Sequence

(1) Administrator Mode and Connecting to the Server

(2) Administrator Mode – Creating Users

(3) Setting Up User ‘Options’


Ex1-2 Exercise 1 – Creating and Configuring Users



Exercise 1 – Creating and Configuring Users

In this example we will look at one of the first tasks you will need to perform when setting up

the Model Management System, ‘Creating Users’.

When accessing the Model Management System you will be required to ‘Log On’. You will be

prompted to enter a user name and password into the Model Management login dialog, as

below;

(Model Manager Login Dialog)

Each person using the Model Management System will be assigned a user name and password

by the system administrator.

Each user will be configured with various ‘user rights’. These rights dictate the type of access

and level of functionality users may have available to them.

System Administrator

The System Administrator is also a user. This user is configured when installing the Model

Management server. The System Administrator can do everything a regular user can do, but is

the only user able to create, modify or delete other users from the system. Only one system

administrator can be created per server.

User Rights

Any user can have one or more of the 4 user rights. Each right that is activated allows the user

access to additional functionality, whether it be access to new commands or advanced options

for other commands.

The user rights are as follows: Check In Only

Check Out and Modify

Mark and Issue

Create Server Model

Check In Only

This option when selected, allows the user to ‘Check In’ new items & also ‘Check In’ modified

items that have been ‘Checked Out’ on the user’s behalf. This option when ticked, prevents the

user from being able to ‘Check Out’ anything from the master server model.

Check Out and Modify

This option when selected allows the user to both ‘Check In’ and ‘Check Out’ any items from

the master server, provided they are not already Checked Out to another user.



Mark and Issue

This option must be ticked for anyone who is going to be an issuer for the project. When

selected it will allow the user to ‘Check Out’ information from the master server for issuing,

using the ‘Get Issue’ function, as well as allowing the user to ‘Check In’ mark information using

the ‘Put Issue’ function.

Create Server Model

This option, when selected, will allow the user to create server models. They will also be able

to assign users to these models and dictate what rights they may have.

There are typically 4 types of user created on each system; these are;

1. System Administrator – Access to the full system and full functionality.

2. Model Administrator – This user can create server models, assign users to them and

configure the user rights for that model. Typically this would be a project leader, senior

draughtsman etc.

3. Standard User – This user has any of the right selected except for ‘Create server Model’. Typically this would be a detailer, issuer etc.

4. Read Only User – This user has none of the user rights selected. If this user is assigned to a model they can only use the ‘Get Latest’ function to view the model. They cannot

add, modify or remove anything. Typically this would be a checker, engineer etc.

On creating a user, the system administrator will set their default user rights; however these

may be altered at model level by either the system administrator or the creator of the model

should the situation require it.

In the next couple of exercises we will be logging into the Model Management System locally

on the current computer as the System Administrator, to see how this differs from other user

types.

Typical User Configurations

Typical tasks such as detailing, checking, issuing etc, will be performed by various people with

any company. For some companies a person will perform just one of these tasks and for others

a person may undertake several if not all of these tasks.

As the typical roles of detailer and issuer require differing actions against the model, it is

required that these actions be carried out in different 3D models.

Typically this will require a detailing or ‘Work’ model and an issuing or ‘Issue’ model.

This process is recommended by AceCad whether working with the Model Management System

or as a stand-alone user. This process is often referred to as the ‘Work Model & Issue Model’

principal.

As the Model Management System uses a centralised location for all model information it is

necessary to have a separate user for ‘Detailing’ and ‘Issuing’.



When using the ‘Detailing’ login, the user would be working with his main model making

whatever changes are required. When using the ‘Issuing’ login the user would have an issue

model which contains only issued data that can be updated to the central server and back to

the working model.

For this reason, the person who is acting as both detailer and issuer on the same project will

need to keep the detailing (work) model and marked (issue) models separate, requiring that

person to have two logins. This would typically be a ‘<initials>work’ and a ‘<initials>issue’

user. Eg, ASLwork and ASLissue



(1) Administrator Mode and Connecting to the Server

• Start StruCad V15.

• Once the Workspace is open click the ‘Model Manager’ button; this will start the ‘Model

Manager’ and open the ‘Login’ dialog.

To fully utilise the Administrative features of the Model Management System you will need to

be logging into the Model Management server as the administrator. If you are on a training

course run or provided by AceCad Software Ltd, your trainer will give instructions regarding

which server to connect to at this point, and will provide your administrative user name and

password.

If you have just installed the Model management server and are using this manual in your own

office, you will need to tell the login window which server to connect to.

• On the Login dialog click the ‘Show connection’ button in the bottom right of the dialog.

• Select the down arrow on the right of the ‘Server Name’ option and choose <browse for

more…>



The menu will pause for a few seconds while all SQL servers on the network are detected and

will then close.

A list of SQL servers will now be available. You can identify the server you require by the

machine name on which it is installed; this may be a server or your local computer name or IP

address followed by a back slash ‘\’ and the word ‘ACECADMODELSVR’

Examples; <machine name>\ACECADMODELSVR

DO_Server\ACECADMODELSVR

DO_01\ACECADMODELSVR

111.111.1.101\ACECADMODELSVR

• Select the appropriate Model Management server from the list.

• Click the ‘Refresh Users’ icon to the right of the ‘User Name’ dialog to update the list

with the available users on the selected server.

Note: If you are on a AceCad Software training course your trainer will provide this

information.

• Select ‘Administrator’ or the user name of the system administrator you created during

the model management server installation & configuration.

• Enter the ‘Password’ for the Administrator and click ‘Connect’

The Model Manager will open and appear as below;

The Model Manager will appear with the same layout of panels, toolbars and drop down menus

as for any other user; however the administrator has additional features available in the right

hand panel, known as the ‘Administrator Browser’, such as user details.

There is also an extra option for ‘Controlled Files’, ‘Server Options’ and ‘System Back-ups’ in

the drop down menus and additional ‘Roll Back’ features in the model history. Some of these

features will be explained later or details can be found in the ‘Model Manager User Guide’.



(2) Administrator Mode – Creating Users

User Settings

Each user has a series of settings associated with them. Some of these settings can only be set

by the administrator, whilst others can be modified by the user at a later date.

User Name

This option is for the display name of the user. When the user name is displayed in the model

manager it will be this ‘user Name’ option that is used rather than the login ID.

User Login

This option is the user’s login ID. This is entered when the user logs into the Model Manager.

By default this will be same as the ‘User Name’ option but can be changed.

User Password & User Password (Confirm)

These options are the user’s password. This is entered when the user logs into the model

Manager. It is recommended that a strong password be used. Containing letters and numbers

in upper and lower case, especially if your Model managment Sytem is accessed over the

internet or by third parties.

User Email Address

This option is used to enter the e-mail address of the user. If the user requests e-mail

notification of changes to the master model they will be sent to this address. Note: the proxy

settings below must be configured for this to work.

User rights

This dialog allows the administrator to set the default user rights for this user. These right may

be changed per model by the administrator or a user with the ‘Create server Model’ rights. Full

details of user rigths can be found at the beginning of this exercise.

Default Model Path

This option sets the default location for all new models created from the Model Manager by this

user. The path is local to the the user machine but can be changed via the ‘User Options’ at

any time, or when creating the local model for the first time.

User Colour

This option defines the colour of entities belonging to this user when viewed in the model

Manager, ‘Status’ mode and when using the MUSERSTATUS command in the wire frame.

Right click on the coloured square to select a colour.

Putlib Prefix

This option controls the default putlib prefix used by this user. When creating the local model

this prefix will be used. It can be changed in both the local model or via the ‘User Options’ at

any time.

User Proxy Details

The Proxy settings are used if connecting to a remote server database via the internet.

To edit the ‘User Proxy Details’, click the double down arrows to access the three settings

available for the proxy user name, password and gateway IP.



Now we are going to create the first two users for your system; a detailer and an issuer.

• From the ‘Administrative Browser’ (right hand panel), select the ‘Users’ button from the

bottom right hand corner to display the list of users on the system.

• Right click over ‘All Users’ at the top of the panel and select ‘Add New User’

In the central Panel the ‘User Details’ tab will appear as below;



Create a detailing user with the following settings;

User Name/ User Login Detailer

User Password 1

User E-mail address Detailer

User Rights Checkout & Modify

Create Server Models

Default Model Path D:\strucadv15\detailer or C:\strucadv15\detailer

User Colour Green

Putlib Prefix dt-

• Click ‘Ok’ when finished to create the user ‘Detailer’. The user should now be visible in

the user list in the administrative browser.

• Repeat the process to create the ‘Issuer’ user.

User Name/ User Login Issuer

User Password 1

User E-mail Issuer

User Rights Checkout & Modify

Mark and Issue

Create Server Models

Default Model Path D:\strucadv15\issuer or C:\strucadv15\issuer

User Colour PINK

Putlib Prefix iss-

• Click ‘Ok’ when finished to create the user ‘issuer’. This user should also now be visible

in the user list in the adminastrative browser.

The users will now appear in the top right hand corner of the screen with three users listed.

Once ‘users’ have been created by the administrator they can be

updated by using the ‘edit user’ command (right click over user).

The administrator can also delete a user by right clicking over the

user and selecting ‘delete user’.



• Exit the Model Manager using the cross (X) in the top right corner of the window.



(3) Setting Up User ‘Options’

The reason we have set up two user profiles for one user is so that we can create different

selecting ‘options’ for each user.

• Open model manager using ‘detailer’ login, password 1.

The first time model manager opens you will get the following messages;

An introduction to model manager;

The option to change the default model path (previously set up when ‘adding users’);

• Close both windows.



• Under the ‘tools’ drop down menu at the top of the screen, select the options button.

• Select the options shown below; this is the most efficient automatic selection scenario

for detailers.

The reason the ‘Automatically add new output files to the checkin selection’ is not selected is

so that when users are producing drawings, material lists etc. for reference whilst detailing,

these files are not automatically selected to be uploaded to the server. These output files will

only be relevant to the local model.

• Select ‘OK’.

• Exit Model Manager.



• Open model manager using the issuer login, password 1.

The first time model manager opens you will get the following messages;

An introduction to model manager;

The option to change the default model path (previously set up when ‘adding users’);

• Close both windows.



• Under the ‘tools’ drop down menu at the top of the screen, select the options button.

• Select the options shown below; this is the most efficient automatic selection scenario

for issuers.

This time all the options are selected including the “automatically add new output files to the

check in selection” so that drawings, material lists etc that are run will be uploaded to the

server model.

• Select ‘OK’.

• Exit Model Manager.

Exercise 1 - Creating and Configuring Users

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Transcript of Exercise 1 - Creating and Configuring Users