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Conclude – serving smart solutions.

PKM Getting started Guide Conclude ServicePoint E-Mail: servicepoint@conclude.com Phone: +49 202 693 588 88

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Login over https://www.pkmserver.de

The login page will display PKM messages concerning maintenance or new features. In

addition to that you will also find news about exciting projects and new Conclude

products.

Random images of various projects are used for the background. If you want to see

your project don’t hesitate to send one or two images to the ServicePoint. Thank you.

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The PKM Desktop and your working space stay the same.

The main navigation directs you to Archive, Desktop, Info and

Search. Compared to old PKM version the order of the navigation

subjects was changed and Search switched position with Options.

The PKM Desktop presents your

appointments, tasks, messages and

documents at a glance. This was not

changed.

The left navigation tells you where you

are at. Only minor modifications on

colours and fonts have been

undertaken in this area.

By using the „Double Arrow Symbol“ you adjust the size of the left navigation to your needs. The new PKM is

optimized for 1280 pixel screen resolution. If you hide the left navigation completly the PKM will be optimized

for a 1024 – screen resolution (Ipad or projector). If your project uses long folder names or multiple level

archive structure you can also double the size of the left navigation.

This is the place

where you will always

find your PKM contact.

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The secondary navigation was modified as well - the Search was moved to the main navigation. Options took its place in the secondary navigation.

PROJECTS: From here you can switch to other projects without repeating the login procedure

OVERVIEW: Displays the archive structure. This function was placed on the bottom left before the face lift

OPTIONS: This is where you change your password and maintain your contact data

HELP: This area will supply some usefull PKM documents and contact information

LOGOUT: Ends your session. Please, always leave the PKM by using LOGOUT

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My files and own files

You can access files, which have been forwarded

to you, by clicking <Overview> underneth „My files“. Change the filter to switch

between downloaded, new,

archived files and so on.

Click on „Search“ and check the

box „Own“ to show all files

uploaded with your account.

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User settings

By clicking on <Options> in the Top-Navigation you can

update your personal project settings. In the upper part of

this side, you can change your password, which was

referred to you by the Conclude ServicePoint. Furthermore

you can change your address data and other project

settings.

To save your changes, please scroll to the end of this page

and click on the button <Accept changes>.

1. Click on Options

1. Click on your

displayed name

Click on „Password“ to

change your latest password

Edit your adress

Click on <Accept changes>

to save your changes

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Creating a new personal distribution list

You can choose this distribution list for sending

messages, creating tasks or appointments as well.

2. Mark the user you want to

add to your distribution list

1. Enter a name and click on „New“ to create your own

distribution list

3. Save your new list

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Manage contacts with the PKM Addressbook

Find and manage your

addressbook in OPTIONS

You can create an entry

manual or via VCF import.

Check „public“ to make your contact

visible for all PKM participants

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The Archive: Structure and Functionality

Open the archive

Left navigation shows the folderstructure,

depending on which project you are

logged in

Select a folder to show its content and

display subfolders

Change views on the archive. In this

case „Default view“ and „Drawings“

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Data upload: Using a defined file routing

By choosing <Use file routing>

PKM requires the defined filename

convention.

PKM automatically stores the data

according to the filename

convention in the right archive

folder. You also can upload several

files at the same time.

By using zip-files you can upload

file packages. PKM extracts the

package automatically und stores

the files in the correct archive

folders.

Files with an incorrect filename are

stored in the „unsorted“ folder.

You can rename your files there

and move them to the correct folder

without uploading them again.

Click on <Upload new file> to open the Upload page. There you can upload files from your local

harddisk to PKM.

Furthermore you can choose internal or external recipients. These recipients will be notified by

the system automatically. You can include a comment which describes the files in detail.

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Data upload: Add routing prefix

By choosing <Add routing prefix> the system

helps to create a correct filename according to

the defined filename convention.

By choosing the different displayed attributes,

PKM creates the new filename for you.

In the displayed example, a file with the name

plan.pdf will be automatically renamed by

PKM and gets the new name ARC-01-01-

ACOU-3D-001-DD-001-PER-A-01_plan.pdf.

Your initially choosed filename (plan.pdf)

remains as a part of the filename, too.

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Forward files

Select the files, you

like to forward

Open the bottom left dropdown

box, select „Forward“ and press

<Execute>

Choose receipients and complete

the process by clicking <Send>

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Move files to a different folder

If a file isn‘t stored

correct, select the file

and choose „Change

folder“ from the bottom

left dropdown box.

Click <Execute> to

proceed and choose

the new destination

folder.

If a plan or spec was stored in

„/unsorted“, click on the < i >

Button. The following frame

allows you to correct the filename.

Click <Parse and save>, the

system will move your file

according to the file routing.

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Generate filelistings

2. Choose „Generate

filelisting (excel)“ and

click <Execute>

1.Select files

3. Select Layout and

distribution way and

click <Export>

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Move files to Recycle Bin

1. Select files

2. Select „Move to Recycle

Bin“ and click <Execute>

Files in the recycle bin are

marked with a red < U >

instead of the < i >.

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Tasks & Workflows

Create a new task by clicking

<New> at „Current tasks“ on your

Desktop.

Workflows can be started by

forwarding filies out of the archive.

(see page 12)

<Overview> shows

all your current tasks

at once.

To edit multiple tasks at once,

select „Update multiple tasks“

For more details click

on the tasks name.

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Workflow (-tasks) in detail

After finishing your task, choose the next step for this

workflow (in this case the design plan, listed below will

be „approved for construction“)

The workflow progression, shows

allt finished steps of this instance.

If you have to upload additional

files, you can add them here.

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Messages

„Unread messages“ on your PKM desktop shows all

new messages.

Click on <Overview> to switch between „unread“,

„read“, „archived“, ... messages.

Create a new message> Check multiple messages to

perform a batch operation, e.g.

„Mark as read“.

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PKM search

The PKM quick

search is available in

every PKM section.

It performs a full text

search in every PKM

section (files,

messages, tasks and

appointments).

The classic search is accessable

via the main navigation.

On the left navigation you can

choose the section you like to

search in.

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Info area

The PKM-Info area contains a list of the project members,

sometimes some general information about the project, a

list of helpful PKM guides and of course your personal

PKM contact.

In case you have any questions don‘t hesitate to contact

your PKM contact or the PKM ServicePoint.

Conclude GmbH

ServicePoint

Ohligsmühle 7

42103 Wuppertal (Germany)

Fon: +49 202 / 693 588 88

Fax: +49 202 / 693 588 15

eMail: servicepoint@conclude.com

www.conclude.com