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.
Setup introduction
Setting up PDXpert is straightforward:
- Install the PDXpert Server, which installs your first PDXpert client
- Install PDXpert clients on other workstations as needed
- Review and, if necessary, configure PDXpert's settings
The installation details are given in the PDXpert PLM Software Installation Guide section of the PDXpert website.
After you install PDXpert, it's immediately ready to run. A standard configuration—such as countries, user roles, units of measure, part types, materials, change forms and other information—has been loaded into the database for you.
However, you'll probably want to review and change these default settings to accurately reflect your organization's own product data management preferences.
- Review the system rules, which control a handful of global application settings.
- Review and modify the collections, which define what attributes are available for your documents, parts and change forms.
- Places/Organizations/Persons: identify regional information, your own and other organizations, people and their roles and responsibilities.
- General: item numbering and revision formats, units of measure and data import/export formats
- Documents: classify document types and their attributes
- Parts: define properties of physical items such as make/buy categories, materials used, and recovery methods
- Changes: review change form attributes like priorities, reasons, workflow and change form templates
- Set the outbound email account to send workflow notices to your users. See theEmail management help topic.
Some steps build on the tasks that you've previously completed, and the sequence we provide will minimize jumping around.
Many companies have legacy data from a variety of engineering and manufacturing sources. These can be consolidated and imported into the PDXpert system.
Use the Batch Importer (on the Toolsmenu) to import part and document records, bills of materials, and approved supplier sources. You can also automatically attach design drawing files and specifications to their items, and import the files into the system library.
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