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subject to change without notice. No part of this document may be reproduced,
transmitted, transcribed, stored in a retrieval system, or translated into any language,
without the written permission of PROCAD Software
PROCAD Software
12 Elbow River Road
Calgary, Alberta
Canada, T3Z 2V2
www.procad.com
Trademarks
This manual may reference the following products. These products are registered trademarks
of their manufacturers:
® 3DSMART is a registered trademark of PROCAD Software
® AutoCAD is a registered trademark of Autodesk, Inc.
® Windows is a registered trademark of Microsoft Corporation
® Pentium is a registered trademark of Intel Corporation
™ ISOGEN are trademarks of Intergraph Corporation
™ SQL Server is a trademark of Microsoft Corporation
Table of Contents
About the Project Manager ............................................................................ 1
Introduction .............................................................................................................1
Elements of a Project ...............................................................................................2
Navigation ......................................................................................................... 4
Project Manager Window ........................................................................................4
Main Menus .............................................................................................................5
Toolbars .................................................................................................................10
Right-Click Menus ................................................................................................11
Project Explorer Right-Click Menu .......................................................................14
Attributes Right-Click Menu .................................................................................16
Project Lines Right-Click Menu ............................................................................16
Users Right-Click Menu ........................................................................................17
Procedures ...................................................................................................... 18
Projects ..................................................................................................................18
Project Fields (Attributes) .....................................................................................31
Users ......................................................................................................................34
Designs ..................................................................................................................38
Alias ISOGEN .......................................................................................................43
Index................................................................................................................ 73
3DSMART Project Manager User Guide
About the Project Manager
Introduction
Project Manager assists in design control and management. It allows a project administrator
to do the following:
Create a project directory structure
Assign project parameters including line numbers, etc.
Create project users
Grant access to project directories and designs
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About the Project Manager
Library Read + + + + +
Write + + +
+
Spec Read + + + + +
Write + + +
Create + + +
Staff Read + +
Write + +
Create +
Elements of a Project
A project consists of the following elements:
Project Name and Folder - these are assigned in Project Manager when
you create the project.
Working Folder - this is the folder where you store design files associated
with the project. You must assign this folder before you create the project.
Units - this is a selection that determines how units are displayed in all
designs included in the project. You assign unit type and display options
when you create a new project using Project Manager.
Tags - these are project tags for line numbers. Specifications - these are
design specifications created using the Specifications Manager application.
You can use Project Manager to assign which specifications are available
for a project and designs.
Project Fields (Attributes) - these are attributes that define or describe a
project. You can create new project fields (attributes) and assign values
using Project Manager.
Users - these are the people authorized to work on a project. Use Project
Manager to create a master users list, and assign individuals to work on a
project.
Designs - these are the 3D models created using 3DSMART. Designs are
always assigned to a specific project.
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About the Project Manager
Related Topics
Making a Project: Basic Steps
Project Location
This is a typical projects directory structure, which is automatically created by the Project
Manager when the user is creating a New Project.
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Navigation
Navigation
Main Menus
File Menu
View Menu
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Navigation
Projects Menu
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Navigation
Rename Opens the project’s Properties dialog box where you can edit the
project name.
Delete Mark a project as "unavailable" remove it from the directory tree,
but not from the database.
Undelete Mark a project as "available" and make it visible in the directory
tree.
Project Specs Opens the Project Specs dialog box, where you can add, delete, or
edit the project specifications.
Project Lines Opens the Project Lines dialog box, where you can add, delete, or
edit the project lines.
Project Location Opens the Working Folder dialog box, where you can change the
location of where the project is stored.
Project Opens a submenu to allow you to manipulate the location of the
Export/Import project:
Export to External File: export the selected main project to
an external file that may be imported into another database
Export to SQL Server: export a copy of the selected main
project into a SQL server database
Import from External File: import a previously exported
main project into the current database from an exported
project file
Import from SQL Server: import a copy of a main project
from a SQL server database into the current database
Archive Project: remove the selected main project from the
current database and store the information in an archived
project file
Restore Project: create a project based on the information
stored in a previously archived project file
Move Project to SQL Server: move the selected main
project to a second SQL server database
Copy Project: make a copy of the selected main project
within the same database
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Navigation
View Projects Opens a submenu to allow you to choose which projects you want to
view:
Available: view projects that are not checked out and the
user have access to.
Deleted: view projects that have been marked “unavailable”
and are not visible in the directory tree.
Access Denied: View projects that the user does not have
permission to access.
Suspect: Views the projects that are damaged, missing, or
corrupted.
All: View all projects in the database.
Refresh: Updates the information on the screen.
Open Containing Opens a new Windows Explorer window displaying the contents of
Folder the folder associated with the selected object. This command is
available when a Project or an individual drawing/model is selected.
Refresh Updates the information on the screen from the database.
Properties Opens the Project Properties dialog box, where you can view the
tabs for: Project Name, Working Folder, Project Lines, Project
Specs, and Units.
Tools Menu
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Navigation
Window Menu
Cascade When more than one project is opened in the child window,
they will “cascade down” and overlap each other, so all the
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Navigation
Help Menu
Toolbars
The toolbar may be toggled on or off from the View menu.
Opens the Project Properties dialog box, where you can view the tabs
for: Project Name, Working Folder, Project Lines, Project Specs, and
Units.
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Navigation
Opens the Create New User Wizard to add a user to the list.
Deletes the currently selected user from the database. This button is
only active when a user is highlighted in a project.
Opens the User’s Properties dialog box to add or remove roles
assigned to the user. This button is only active when a user is
highlighted in a project.
Opens the User’s Properties dialog box to change their password.
This button is only active when a user is highlighted in a project.
Import project from an exported project file (*.pef). Projects may be
exported using the Export Project to External File command from
the Tools menu.
Exports the selected main project to an external file that may be
imported into another database.
Removes the selected main project from the current database and
stores the information in an archived project file.
View information about the program.
Right-Click Menus
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Navigation
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Navigation
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Navigation
View Designs Opens a submenu to allow you to choose which designs you want
to view:
Available: view designs that are not checked out, and the
user have access to.
Deleted: view designs that have been marked
“unavailable” and are not visible in the design list.
Suspect: view designs that are damaged, missing, or
corrupted.
Checked Out: view designs that are being used by other
users.
All: view all designs in the database.
Refresh: update the information on the screen.
Large Icons: displays the designs with a large icon.
Small Icons: displays the designs with a smaller icon.
List: displays the designs in a vertical multi-column list.
Detail: displays the design list in Report view.
Open Containing Opens a new Windows Explorer window displaying the contents of
Folder the folder associated with the selected object. This command is
available when a Project or an individual drawing/model is
selected.
Refresh Updates the information on the screen from the database.
Properties Opens the Properties dialog box to display tabs for General, Design
Specs, and History.
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Navigation
The Project Explorer right-click menu is the same as the Projects main menu. To
view what each item does in the menu, refer to page 7.
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Navigation
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Navigation
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Procedures
Procedures
Projects
Related Topics
Elements of a Project
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Procedures
Related Topics
Making a Project: Basic Steps
Assign Working Folder Dialog Box
Define Project Units Dialog Box or Tab
Creating a Subproject
Use this procedure to create a new subproject directory.
To create a subproject...
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Procedures
Related Topics
Creating a New Project
Related Topics
Making a Project: Basic Steps
Creating the Users List
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Procedures
Related Topics
Making a Project: Basic Steps
Deleting a Project
There are two ways you can mark a project as "unavailable" and remove it from the project
tree.
To remove a project...
1.
You can also remove a project from the database entirely by selecting Archive Projects:
either by right clicking on the project or choosing it from the Projects menu.
Related Topics
Removing a Design from a Project
Archiving a Project
Renaming a Project
You can rename a project or subproject as required.
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Procedures
To rename a project...
Either click the project or subproject you want to rename, and select Rename from
the Projects menu
OR
Right click on the project and choose Rename from the Projects menu
OR
Select Properties from the Projects menu, and click on the General tab.
The project’s Properties dialog box appears.
1. Enter a new name for the project.
2. Do one of the following:
Click OK to accept the new name.
Click Cancel to exit the Project Properties dialog box without renaming
the project.
Related Topics
Project Name Dialog Box
1. In the Project Manager browser, select the project to which you want to assign
a different working folder.
2. From the Projects menu, select Project Location.
The Project Properties dialog box appears with the Working Folder tab.
3. Click the Browse button.
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Procedures
Related Topics
Creating a New Project
Working Folder Dialog Box
Get Folder Path Dialog Box
Related Topics
Project Manager Window
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Procedures
Related Topics
Project Manager Window
To update shortcuts...
Related Topics
Update Shortcuts Dialog Box
The imported project file will contain information on all sub-projects, line numbers, specs
selected, drawings and user roles and permissions. Note that the actual specifications are not
imported. The original project will remain intact in its original location.
1. From the Tools menu, select Importing Project from External File.
2. The Open Export project file dialog appears. Navigate to the project export
file with an extension *.pef and highlight the file.
3. Click the OK button to import the exported project file.
If the main project or any subproject has an identical name to any existing projects, a dialog
will appear asking for a new name for the project being imported.
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Procedures
The imported project file will contain information on all sub-projects, line numbers, specs
selected, drawings and user roles and permissions. Note that the actual specifications are not
imported. The original project will remain intact in its original location.
1. From the Tools menu, select Importing Project from SQL Server.
2. The Select SQL Server dialog appears. Select the server you wish to import
the project from the drop down box.
3. Click the Next button to continue.
4. The Select Project for Import dialog appears. Select the project or subproject
that you wish to import from the project list.
5. Click the Finish button to import the selected project.
If the project or any subproject has an identical name to any existing projects, a dialog will
appear asking for a new name for the project being imported.
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Procedures
The projects on the destination database that have the same name as the project that is being
imported or restored will appear in red. In order to complete the import process, a unique
name must be entered in the text field. As soon as a unique name has been entered, the
Apply New Name button becomes available.
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Procedures
If any of the sub-projects being imported have duplicate names of any existing projects, the
Apply new name button will again become greyed out and the next project name that
requires modification will appear in the text box. Once all name conflicts have been
resolved, the Continue button will become available for use. Clicking this button will
complete the import process.
Archiving Projects
At the completion of a project, it may be desirable to archive the project so that it no longer
exists in the project database and is no longer displayed in the project manager. The Archive
Projects command allows the project information to be transferred from the database to
Archive Project File format. The original project will be completely removed from the
database. This functionality will work for both MSDE and SQL server databases.
The exported project file will contain information on all sub-projects, line numbers, specs
selected, drawings and user roles and permissions. The physical drawing files (*.dwg) such
as the models, orthographics and isometric drawings will all remain in their original location.
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Procedures
To archive a project...
5. A final warning will appear indicating that the project settings will be
completely removed from the database.
Restoring Projects
The Restore Project command allows archived project files to be returned to the database.
The imported project file will contain information on all sub-projects, line numbers, specs
selected, drawings and user roles and permissions.
2. The Open Archived Project File dialog appears. Select the archived project
you wish to restore the navigation dialog.
3. Click the Open button to continue.
If the project or any subproject has an identical name to any existing projects, a dialog will
appear asking for a new name for the project being imported.
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Procedures
Copying Projects
The Copy Project command makes a copy of the selected project within the current
database.
The copied project file will have the information on all sub-projects, line numbers, specs
selected, drawings and user roles and permissions as the original project.
To copy a project...
1. From the Tools menu, select Copy Project. The Copy Project dialog appears.
4. Click the Apply new name button once you have entered a different name for
the new project. Unique names will also need to be given for any subprojects.
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Procedures
description, and more. You can then assign a value to each of these fields on a project-by-
project basis.
You can add, delete, or rename project fields as required.
Related Topics
Project Field Editor Dialog Box
Related Topics
Adding a Project Field
1. Open the project that contains the field you want to rename.
2. Click the Attributes tab.
3. Right-click to view the context menu.
4. Select Rename.
5. Type a new name for the project field.
6. Click Enter.
Related Topics
Project Field Editor Dialog Box
1. Open the project that contains the field you want to delete.
2. Click the Attributes tab.
3. Right-click on the name of the field you want to delete.
4. Select Delete.
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Procedures
Related Topics
Project Field Editor Dialog Box
Users
Related Topics
Personnel Editor Dialog Box
Creating a Project Team
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Procedures
Add
Rename
Change Password
User Roles
Delete
Properties
Set All Members of Project
Reset All Members of Project
Renaming a User
You can change the name for an individual user, except for Admin.
To rename a user…
4. Change the User’s name, and then click back into the Users tab to save the
changes.
.
To change a password…
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Procedures
Click Apply to save the password changes, while the User Properties dialog
box remains visible.
Click OK to save the password changes and close the User Properties
dialog box.
Click Cancel to close the User Properties dialog box, without saving the
Password changes.
Deleting a User
You can delete a user from the 3DSMART Database, except the Admin system account.
To delete a user…
1. In the Project Manager window, click on the Users tab.
2. Right click on the user you want to delete.
The right-click menu appears.
3. From the menu, select Delete.
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Procedures
A warning dialog box appears, to make sure you want to delete t he user
from the database.
4. Do one of the following:
Click Yes to remove the user from the database and return to the Project
Manager window.
Click No to cancel deleting the user and return to the Project Manager
window.
User Properties
You can display the user’s properties in one window to make changes all at once.
To display the user’s properties…
1. In the Project Manager window, click on the Users tab.
2. Right click on the user whom you want to display properties for.
The right-click menu appears.
3. From the menu, select Properties.
The User Properties dialog box appears.
4. Choose which tab you would like to make changes to.
5. Do one of the following:
Click OK to save the changes and close the User Properties dialog box.
Click Apply to save the changes and keep the User Properties dialog
box open.
Click Cancel to ignore any changes made and return to the Project
Manager window.
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Procedures
All members in the Users tab become checked, giving them all access to the
project.
Designs
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Procedures
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Procedures
Related Topics
Removing a Project
Renaming a Design
Use this procedure to rename a design file.
To rename a design...
Related Topics
Adding a Design to a Project
Viewing a Design
To view a design...
1. Open the project or subproject that contains the design you want to view.
2. Click the Designs tab.
The Designs tab displays all designs currently assigned to the project or
subproject.
¾ Note: Drawings assigned at the project level do not appear in
subproject folders.
3. Right-click the design you want to view.
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Procedures
Related Topics
Project Window Designs Tab
Checking-in a Design
To check in a design normally, save and close the design using AutoCAD commands.
Related Topics
Project Window Designs Tab
Design Right-click Menu
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Procedures
Alias ISOGEN
To activate ISOGEN...
1. If it is the first time running the Project Manager application, the 3DSMART
ISOGEN Activate dialog box will appear automatically. To activate the
module at a later time, select the Alias ISOGEN Activation command from the
Tools menu.
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Procedures
Related Topics
ISOGEN Activation Dialog Box
ISOGEN cannot be configured if it is not first activated. The configuration is the base
settings for all new Projects, and can be further customized in each individual project.
1. From the Tools menu, select the Alias ISOGEN Config command.
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3. The first step is to define the location of the ISOGEN settings. This location
should be a network folder that can be shared for all users to access.
Click the button to open a browser window, or type the desired folder
name directly in the text field.
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Procedures
Navigate to the desired location, or use the Make New Folder button to create a
new folder for the settings. Click OK to accept the highlighted folder as the
desired target location for the settings.
4. Click on the check boxes of all of the styles that you wish to have appear in all
new projects by default.
5. Click the OK button to save the settings.
Related Topics
Alias ISOGEN Config Dialog Box
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Dialog Boxes
Dialog Boxes
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Dialog Boxes
1. In the Project Manager browser, select the project to which you want to assign
a different working folder.
2. From the Projects menu, select Properties.
The Project Properties dialog box appears.
Alternatively, these tabs appear as pages when you use the New Main Project
command.
3. Click the Assign Working Folder tab.
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Dialog Boxes
Related Topics
Setting the Working Folder
Get Folder Path Dialog Box
1. In the Project Manager browser, select the project to which you want to assign
different units.
2. From the Projects menu, select Edit Project.
The Project Properties dialog box appears.
Alternatively, select New Main Project from the Projects tab. You assign units
on the Define Project Units page.
¾ Note: These tabs appear as pages when you use the New Main Project
command.
3. Click the Units tab.
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Dialog Boxes
Related Topics
Creating a New Project
Click the Browse button on the Assign Working Folder tab of the Project
Properties dialog box.
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Dialog Boxes
Related Topics
Setting the Working Folder
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Dialog Boxes
Related Topics
Adding a User
Deleting a User
Assigning User Roles
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Dialog Boxes
1. In the Project Manager window, select the project you want to rename.
2. Either right-click on the project and select Properties from the right-click
menu, or choose Properties from the Projects menu.
The Project Properties dialog box appears.
Alternatively, these tabs appear as pages when you use the New Main Project
command.
3. Click the General tab.
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Dialog Boxes
Related Topics
Creating a New Project
Creating a Sub-project
Renaming a Project
Related Topics
Updating Project Shortcuts
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Dialog Boxes
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Dialog Boxes
The Project Specs dialog box is used to add or remove existing specifications for a project.
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Dialog Boxes
The Project Settings dialog box is used to add or remove existing specifications for a project.
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Dialog Boxes
Click Apply to save the new data without closing the dialog box.
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Dialog Boxes
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Dialog Boxes
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Dialog Boxes
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Dialog Boxes
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Dialog Boxes
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Dialog Boxes
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Project Window
Project Window
Attributes Tab
Use this tab to view project field description data.
Related Topics
Adding a Project Field
Assigning a Value to a Project Field
Editing a Project Field
Deleting a Project Field
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Project Window
Related Topics
Assigning Specs to a Project
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Project Window
Related Topics
Creating a new project line
Editing project lines
Related Topics
Adding a Design to a Project
Viewing a Design
Design Right-click Menu
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Project Window
Related Topics
Assigning Additional Users to a Project
Creating the Staff List
Editing User Properties
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Project Window
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Index
Index
Archiving Projects ........................... 28 Projects Menu ................................ 6
Copying Projects ............................ 31 Tools Menu .................................... 8
Designs ............................................ 38 View Menu..................................... 5
Checking-in a Design .................. 42 Window Menu ............................... 9
Creating a New Design ............... 38 Moving Project to SQL Server ........ 30
Deleting a Design from a Project 40 Project Fields (Attributes ................. 31
Force Check-in a Design ............. 42 Project Fields (Attributes)
Renaming a Design ..................... 41 Adding a Project Field ................. 31
Viewing a Design ........................ 41 Assigning a Value to a Project Field
Dialog Boxes ................................... 47 .................................................. 32
Assign Working Folder Dialog Box Deleting a Project Field ............... 33
................................................. 48 Renaming a Project Field ............. 33
Define Project Units Dialog Box 49 Project Manager Window .................. 4
Design Specs Dialog Box ............ 63 Project Window ............................... 68
General Dialog Box ..................... 61 Designs Tab ................................. 70
Get Folder Path Dialog Box ........ 51 Project Lines Tab ......................... 69
History Dialog Box ......... 64, 66, 67 Project Specs Tab ......................... 68
Login Dialog Box ........................ 47 Users Tab ..................................... 70
Project Lines Dialog Box ............ 55 Projects ............................................. 18
Project Properties Dialog Box ..... 54 Archiving ..................................... 28
Project Specs Dialog Box ...... 58, 59 Assigning Additional Users to a
Update Shortcuts Dialog Box ...... 55 Project ...................................... 20
User Properties Dialog Box......... 52 Assigning Specs to a Project ........ 20
User Roles Dialog BOx ............... 60 Copying ........................................ 31
Elements of a Project......................... 2 Creating a New Main Project....... 18
Exporting Projects Creating a Subproject................... 19
To External File ........................... 24 Deleting a Project......................... 21
To SQL Server ............................ 25 Exporting to External File ............ 24
Importing Projects Exporting to SQL Server ............. 25
From External File ...................... 24 Importing from External File ....... 24
From SQL Server ........................ 25 Importing from SQL Server ......... 25
ISOGEN Making a Project
activate .................................. 43, 66 Basic Steps ............................... 18
configuration ............................... 67 Moving to SQL Server ................. 30
configure...................................... 44 Opening an Exising Project ......... 23
styles ............................................ 60 Renaming a Project ...................... 21
Main Menus....................................... 5 Restoring ...................................... 29
File Menu ...................................... 5 Setting the Working Folder .......... 22
Help Menu ................................... 10 Updating Project Shortcuts .......... 24
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Index
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