Log into PDXpert

Your security account determines your permissions to system functions and database records within the context of a PDXpert database (server). Your account has two elements: a user account name and a password.

  1. From the Windows Start menu, select the PDXpert program folder, and then the PDXpert PLM program. (Or, double-click the PDXpert PLM desktop icon.)

  2. When the Welcome to PDXpert PLM dialog appears, enter your account name.

    If no user accounts have been set up, use the default account name Admin.

    If you've been assigned a domain user account, include the domain with your user name, such as domain\username.

  3. Enter your account password.

    The password is case-sensitive, so enter the password exactly as it was originally created.

    If no user accounts have been set up, use the default account password        (blank).

  4. Enter the computer name or IP address of your PDXpert application server into the Server computer's machine name control. If the PDXpert Application Server is installed on your local workstation, use the default value localhost.

  5. You may select Options:

    • Mark Encrypt my connection to this server when using an untrusted connection, such as the public internet or a Wi-Fi network. Encryption affects data transfers only; the server's database remains unencrypted. If your PC is connected to the server using a VPN or wired LAN, encryption may not be needed.

      PDXpert implements a Transport Layer Security (TLS) application-specific VPN using forward secrecy. The PDXpert server and each client generate a unique public key security certificate. These are used to negotiate a shared symmetric security key that has a relatively short lifespan, and is then replaced. Transfer rate is similar to, and data security is often better than, using a normal VPN.

    • Mark Reset my account settings to clear the client local cache. This resets your window locations, search terms, previously-opened items list and the client cache. It does not affect the Preferences... window contents.

      The client local cache contains summary data from each system you use. A reset forces the client to delete and rebuild the cache. This may take a few extra seconds to several minutes, depending on the cache size and your network speed. If you use more than one system, each cache is rebuilt when you next connect to that system.

    • Click the Save Log Files button to save the PDXpert client's diagnostic file to a convenient location.

  6. Click the OK button.

    If this dialog opens again after clicking the OK button, refer to the help topic Solve client log-in problems.

There's a normal start-up delay the first time you log into PDXpert, and whenever you connect to a different or upgraded server. The client must build its local cache, and may need to download new code compatible with the server.

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