PDXpert PLM Software
On-line Help Guide
This help topic describes the current PDXpert PLM release. Earlier releases may be different. To view your release's version of this topic, open PDXpert and press the F1 key or select the Help menu.
PLM software glossary
- * operator
- Search wildcard that can be replaced by zero or more characters.
- ? operator
- Search wildcard that can be replaced by exactly one character.
- + operator
- Term is required as part of search results.
- - operator
- Term is excluded from search results.
- && operator
- Logical AND search operator that requires both terms in the results.
- || operator
- Logical OR search operator that requires at least one of the terms in the results.
- [ TO ]
- A range from one item numbers to another, including the range end points.
- ~ operator
- Requires two terms to be within a specified distance: ~3 allows gap of up to 3 words.
- ( ) group
- Makes a logical group of terms for Boolean (AND / && or OR / ||) functions.
- " " group
- Groups one or more valid characters and spaces to make a search term.
- administrator
- Role with permissions to manage collections and system rules, and use system tools.
- advisory change form
- A change form that approves limited or future action without changing any listed items.
- affected item
- A part or document that is shown on a change form's Affected list.
- alphanumeric
- Letters A-Z, a-z and their Unicode equivalents, and the digits 0-9.
- alternate parts
- A set of parts that are interchangeable for a specific use, and not for all uses.
- analyst
- Role with 'super trustee' permissions and can manage change workflow.
- ANSI Basic alphanumeric
- ANSI Basic Latin letters A-Z, a-z and the digits 0-9 (ANSI x30-39; x41-5A; x61-7A).
- ANSI Basic hexadecimal
- ANSI Basic Latin letters A-F, a-f and the digits 0-9 (ANSI x30-39; x41-46; x61-66).
- ANSI Basic uppercase alphanumeric
- ANSI Basic Latin letters A-Z and the digits 0-9 (ANSI x30-39; x41-5A).
- ANSI Extended alphanumeric
- Letters A-Z, a-z and the digits 0-9, with extended characters like à.
- ANSI Extended uppercase alphanumeric
- Letters A-Z and the digits 0-9, with extended characters like À.
- assembly
- A combination of two or more parts; or, a single part that's modified to create a different part.
- attachment
- Electronic file saved in PDXpert library.
- Basic Latin alphanumeric
- Letters A-Z, a-z and the digits 0-9 (ANSI x30-39; x41-5A; x61-7A).
- Basic Latin uppercase alphanumeric
- Letters A-Z and the digits 0-9 (ANSI x30-39; x41-5A).
- bill of materials
- The list of all physical items needed for an assembly.
- bulk query
- A SQL database query that doesn't need the user to select an item.
- canceled
- Iteration that has been replaced or is obsolete, and cannot be used for any purpose.
- canceling
- Item revision in process to be canceled.
- change form
- Approved action that affects part and document records, with supporting details.
- change notice
- Releases a set of item iterations that are released or canceled.
- change request
- A proposal to make a future change to an item, without affecting its current release status.
- child item
- A BOM, source or reference item that is listed on a higher-level parent item.
- child part
- A part that is on a higher-level parent item's BOM, Sources or References list.
- class
- The basic Document, Part and Change Form objects managed by PDXpert.
- client UDV
- A user-designed view that uses SQLite SELECT statements for a client-side ODBC database.
- context menu
- A set of commands shown by clicking the secondary (usually right) mouse button.
- conversion constant
- Quantity of UOM Category's default member needed to equal the converted unit of measure.
- criteria
- The set of all terms and operators used to define the search.
- current list
- The last set of child iterations approved for use on the selected parent iteration.
- custom attribute
- An extension to the standard item attributes that is specified by the administrator.
- data list
- The list of all reference documents for producing an item or other outcome.
- date
- Number characters and delimiters as YYYY-MM-DD [ISO8601] or MM/DD/YYYY [US].
- design part
- A part with unique specification that may be made internally or by a contract manufacturer.
- deviation
- A temporary change to an approved part as the result of a production problem.
- document
- An item record describing a part or procedure, or related supporting information.
- executing change form
- A change form that releases and cancels affected iterations.
- external link
- An item resource on the network or internet that PDXpert doesn't copy or control.
- find number
- A part's row number on a BOM to track the row's revision history, and to compare similar BOMs.
- fit
- Can physically mate with, interconnect to, or assembled into another part.
- form
- Useful physical properties that make a part correct for a specified use.
- forward secrecy
- Encryption to ensure that session data is secure against future certificate compromise.
- full-function user account
- Lets users manage items, approve change forms, or edit system settings.
- function
- Action that a part performs in meeting its designed purpose.
- group
- Identifies a change review responsibility, and persons who are assigned that responsibility.
- home organization
- Organization that licenses PDXpert and whose users manage its designs.
- identifier set
- Class, Owner, Type, and/or Number attributes selected for identifying parts and documents.
- interchangeable
- Form, fit and function that is equal to another item.
- item
- A distinct part, document or change form.
- item attachment
- An electronic file copied and attached to an item as background or history.
- item file
- File copy or external link attached to an item as background or history.
- item number
- Given by an organization to uniquely identify its document, part or change form.
- iteration
- Approved technical content (revision) used for a specified business purpose (lifecycle).
- level
- Steps between the starting point of a multi-level BOM report and the current BOM part list.
- letter character
- Any valid character in ranges A to Z, a to z or its local language Unicode equivalent.
- library
- A PDXpert Application Server file system folder that contains all file attachments.
- lifecycle phase
- Item's ability to be used for a specified business use.
- local views database
- A subset of public views and user-defined views used by CAD and other ODBC clients.
- localhost client
- A PDXpert client automatically installed with the PDXpert Server application on a single computer.
- manufacturer source
- A part designed and supplied by a partner and approved for use by the home organization.
- markup list
- First child iterations added to a specified parent iteration, before any interchangeable changes.
- material
- A chemical substance or compound typically identified for regulatory compliance reporting.
- MSU subscription
- Perpetual license's maintenance, support and upgrades subscription.
- named user account
- A log-in name and password assigned to one person that lets that person use PDXpert.
- network client
- A PDXpert client that is installed on a network computer separate from the PDXpert Server.
- number
- One or more characters in the range 0 to 9.
- operator
- A symbol that signals special treatment for the immediately-following term.
- OCR
- Optical Character Recognition extracts text from an image.
- parameterized query
- A SQL database query that returns results based on a user selection.
- parent item
- Item that has items on its BOM, Sources, References, or other lists.
- part
- Physical item that is made, bought, or assembled as a product for sale or other use.
- part unit of measure
- UOM category member that is useful for specifying a BOM quantity.
- partner organization
- Organization providing documents or parts used by the Home organization.
- password salt
- Unrelated data added to a password to force a unique hash to protect common passwords.
- PDX package
- File to move product data from PDXpert to partners using the IPC-2570 standards.
- pending
- Iteration that is being prepared for release.
- perpetual license
- Software use on one server by the licensed named user accounts without upgrade or renewal.
- private view
- Private database tables that provide semi-standardized data to internal processes.
- public view
- Virtual database tables that provide stable, standardized product data to external applications.
- purchased part
- Home part that uses qualified interchangeable manufacturer source parts without alteration.
- queue
- A list of items that are waiting to be processed.
- read-only user account
- Lets users view, report and export data, but not to add, edit or approve data.
- reference
- A supporting document or process-related part used to make or validate the current item.
- reference designator
- Links a specific part on a diagram to its unique physical location in an assembly.
- relative maturity
- Intended use where pre-production < 0, production (fully usable) is 0, post-production > 0.
- release state
- One of pending (before approval), released (approved for use), or canceled (approval ended).
- released
- Iteration with technical content that is approved for its selected business purpose.
- releasing
- Item iteration in process to be released.
- reviewer
- The user who reviews a change form on behalf of a group.
- revision
- An identified level of technical content of an item.
- revision file
- Electronic file attached to a specific revision with controlled technical content.
- search term
- Valid characters in quotes, or a token, but not including any operator that acts on the term.
- search token
- A sequence of one or more valid characters.
- server UDV
- A user-specified view that uses standard Microsoft SQL Server SELECT statements.
- snapshot
- An existing item copied to a new record that has similar requirements.
- source part
- A part designed and supplied by a partner and approved for use by the home organization.
- source rank
- Preferred use of equivalent sources based on technical attributes or performance.
- stop word
- A common word that won't add value to searches, and is not indexed.
- structure
- An indented list of parts and supporting references needed to produce an assembly.
- subscription license
- Software use on one server by the licensed named user accounts that requires periodic payment.
- substitute part
- A part that's interchangeable as a Source (all uses) or an Alternate (limited use).
- super administrator
- Default member of the Persons collection with special permissions.
- symbol
- A character that is not an alphanumeric (A-Z,0-9) character.
- title case
- Format where the first character of a word is uppercase and all others are lowercase.
- type
- The attributes and rules for different objects within a class.
- user-specified view
- A Views member that filters and sorts data from public views and other user-specified views.
- valid character
- Any user-entered alphanumeric or symbol character, except non-display control characters.
- variation
- A "family" of parts that share many properties, with each having a unique part number.
- version
- A label given by another configuration management system to identify an iteration.
1110
- 0001. Welcome!
- 0002. Help styles
- 0100. PDXpert Application Server
- 0101. Server overview
- 0200. How to...
- 0300. Console reference
- 0301. Manage
- 0302. Information
- 0303. About
- 0400. How to start the PDXpert client
- 0401. Log into PDXpert
- 0402. Enter the software license key
- 0403. Solve client problems
- 0404. Set your password
- 0500. PDXpert introduction
- 0501. PLM summary
- 0502. Item identification
- 0503. Item iterations
- 0504. Item: Document
- 0505. Item: Part
- 0506. Item: Change form
- 0507. File attachments
- 0508. User roles & permissions
- 0600. How to set up PDXpert
- 0601. Setup introduction
- 0602. Setup: System rules
- 0603. Setup: Collections
- 0604. Setup: Places/Organizations/Persons
- 0605. Setup: General
- 0606. Setup: Documents
- 0607. Setup: Parts
- 0608. Setup: Changes
- 0700. How to use the Item Explorer
- 0701. Item Explorer
- 0702. Make a new item
- 0703. Search for items
- 0704. Use search commands
- 0705. Recent items
- 0706. Files in work
- 0707. Tasks open
- 0708. Open an item related to another item
- 0800. How to use the Collection Explorer
- 0801. View a collection
- 0802. Add a new collection member
- 0803. Modify a collection member
- 0804. Remove a collection member
- 0900. How to work with documents
- 0901. How to work with documents
- 1000. How to start a document
- 1001. Make a new document
- 1002. Snapshot a document
- 1003. Fill in the new document
- 1004. Add or remove references
- 1005. Start and update a task
- 1006. Save your document
- 1007. Remove your document
- 1008. Release your document
- 1009. Manage a released document
- 1010. Revise a released document
- 1011. Cancel a released document
- 1100. How to work with parts
- 1101. How to work with parts
- 1200. How to start a part
- 1201. Make a new part
- 1202. Snapshot a part
- 1203. Fill in the new part
- 1204. Add, modify or remove BOM parts
- 1205. Import a CAD BOM
- 1206. Add or remove approved sources
- 1207. Add or remove references
- 1208. Add or remove materials
- 1209. Start and update a task
- 1210. Save your part
- 1211. Remove your part
- 1212. Release your part
- 1213. Revise a released part
- 1214. Manage a released part
- 1215. Cancel a released part
- 1300. How to revise multiple markups
- 1301. Use Markup Wizard
- 1302. Add child items
- 1303. Replace a child item
- 1304. Remove child items
- 1400. How to work with change forms
- 1401. Processing a change
- 1500. How to start a change form
- 1501. Originate a new change form
- 1502. Snapshot a change form
- 1503. Start and update a task
- 1504. Analyze a submitted change
- 1505. Fix change form routing errors
- 1506. Remove your change form
- 1507. Review a routed change
- 1508. Resolve an on-hold change
- 1509. Analyze an accepted change
- 1510. Use a released change
- 1511. View a completed change
- 1512. Analyze a stopped change
- 1513. View a rejected change
- 1514. Remove a canceled change
- 1515. Return a submitted change
- 1600. How to work with file attachments
- 1601. Attach a revision file
- 1602. Attach an item file
- 1603. Attach an external link
- 1604. Viewing a file
- 1605. Copy a file
- 1606. Check out a file
- 1607. Check in a file
- 1608. Free a file lock
- 1609. Remove a revision file
- 1610. Remove item file or link
- 1700. How to report, import & export
- 1701. Run a report
- 1702. Export a PDX package
- 1703. Use the DataGrid
- 1704. Use the Report/Export Wizard
- 1800. Import & update items
- 1801. Use the Batch Importer
- 1802. Item Master import
- 1803. Iteration-level relational imports
- 1804. Bill of materials import
- 1805. References import
- 1806. Revision files import
- 1807. Sources import
- 1808. Item-level relational imports
- 1809. Item files & links import
- 1810. Item materials import
- 1811. Item product families import
- 1812. Groups collection import
- 1813. Materials collection import
- 1814. Organizations collection import
- 1815. Product families collection import
- 1816. Persons collection import
- 1817. Custom collection import
- 1900. View & export via ODBC
- 1901. View database objects
- 1902. Create an ODBC connection
- 1903. ItemViews reference
- 1904. ReferencePairViews reference
- 1905. SourcePairViews reference
- 1906. SourceItemMasterView reference
- 1907. StructurePairViews reference
- 1908. ChangeViews reference
- 1909. ChangePairViews reference
- 1910. FilePairMasterView reference
- 2000. How to do other tasks
- 2001. Adjust your user settings
- 2002. Arrange the Explorer windows
- 2003. Get technical help
- 2004. Manage user accounts
- 2005. Manage system emails
- 2006. Use Administrator Override
- 2007. Check index status
- 2008. Use the Recursion Assistant
- 2100. Menu reference
- 2101. Item menu
- 2102. Edit menu
- 2103. Tools menu
- 2104. Process menu
- 2105. Window menu
- 2106. Help menu
- 2200. Document reference
- 2201. Document summary
- 2202. General
- 2203. Attributes
- 2204. Custom
- 2205. References
- 2206. Appears On
- 2207. Files
- 2208. Tasks
- 2209. Notes
- 2300. Part reference
- 2301. Part summary
- 2302. General
- 2303. Attributes
- 2304. Custom
- 2305. Materials
- 2306. BOM (Bill of Materials)
- 2307. Sources
- 2308. References
- 2309. Appears On
- 2310. Files
- 2311. Tasks
- 2312. Notes
- 2400. Change Form reference
- 2500. System Rules reference
- 2501. System Rules tool
- 2502. General: Copy files to snapshot
- 2503. General: Copy previous tasks
- 2504. General: Item uniqueness definition
- 2505. General: Reviewer comment required
- 2506. General: Unlock change form Files (rule)
- 2507. General: Unlock change form Tasks (rule)
- 2508. Password Policy
- 2509. References Tabs
- 2510. BOM: Limit part to one row
- 2511. BOM: Lock part unit of measure
- 2512. BOM: Allow partner parts
- 2600. Collections reference
- 2601. Managing collections
- 2602. Custom attributes
- 2700. Places/Organizations/Persons
- 2701. Languages
- 2702. Currencies
- 2703. Countries
- 2704. Partner classifications
- 2705. Roles
- 2706. Persons
- 2707. Groups
- 2708. Organizations
- 2800. General
- 2801. Item lifecycle phases
- 2802. Product families
- 2803. Sequences: Identifier
- 2804. Sequences: Revision
- 2805. Unit of Measure categories
- 2806. Units of Measure (UoM)
- 2807. Transforms
- 2808. Views
- 2900. Documents
- 2901. Media/locations
- 2902. Document types
- 3000. Parts
- 3001. BOM type codes
- 3002. Handling/storage categories
- 3003. Make/buy categories
- 3004. Material categories
- 3005. Material constraints
- 3006. Materials
- 3007. Recovery methods
- 3008. Part types
- 3100. Changes
- 3101. Change classifications
- 3102. Change priorities
- 3103. Change reasons
- 3104. Disposition actions
- 3105. Disposition locations
- 3106. Problem sources
- 3107. Change forms
- 3108. Custom collections
- 3200. Other reference topics
- 3201. Keyboard shortcuts
- 3202. PLM software glossary
- 3203. Windows update service
- 3300. Software licenses & legal notices
- 3301. PDXpert license agreement
- 3302. PDXpert end user license terms
- 3303. Other software licenses
- 3304. Legal notices