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This topic is contained in the PDXpert help file: select Contents from the application's Help menu.

Setup overview

Starting out

Setting up PDXpert is straightforward:

  • Install the PDXpert Server
  • Install at least one PDXpert client
  • Review and, if necessary, configure PDXpert's settings

The details for installation is contained in a separate PDXpert PLM Installation Guide, available on the PDXpert website download page.

Configuration

After you install PDXpert, it's immediately ready to run. A standard set of objects - such as countries, user access roles, units of measure, part types, materials, change forms and other information - has already 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.

  1. Review the system rules, which control how the application operates.
  2. Review and modify the collections, which define what attributes are available for your documents, parts and change forms.
    • Places/Organizations/Persons: identify your organization, your suppliers and users
    • 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
  3. Set the outbound email account to send workflow notices to your users. See the help topic Contents > How to perform other tasks > Managing email notifications.

Some steps build on the tasks that you've previously completed, and the sequence listed will minimize the amount of jumping around.

Initializing your database using the External Data Importer

Many companies have legacy data from a variety of engineering and manufacturing sources. These can be consolidated and imported into the PDXpert system.

Using the External Data Importer (on the Tools menu), you can 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.

For guidelines and a recommended initialization procedure, refer to the help topics in this section: How to report, import & export > Importing & updating items

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Help topics describe the most current PDXpert PLM software release, and may differ from earlier releases.