This topic is contained in the PDXpert help file: select Contents from the application's Help menu.
Solving client log-in problems
Using the account name and password
The PDXpert client must provide the PDXpert Application Server with a valid user account name and password.
If the PDXpert client's Welcome to PDXpert PLM window is displayed repeatedly, this may be caused by an incorrect user account name or password.
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Enter the correct user name, as assigned to you by your application administrator.
If this is the first time anyone is logging into PDXpert, then use the default user account name of Admin.
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Enter your correct account password.
Ensure that the keyboard Caps Lock is correctly set.
If this is the first time anyone is logging into PDXpert, then leave the password blank. The default Admin user account does not have a password.
If you cannot log into the PDXpert client, then an administrator can verify your account name and clear your password (PDXpert client > Tools menu > User Management... > X button).
If no one can log into the PDXpert client, then clear the default "super administrator" account password using the Reset Admin button on the PDXpert Application Server console.
Attach to the PDXpert Application Server
The PDXpert client must communicate with the PDXpert Application Server to verify the user, validate the software license, and obtain the database connection parameters. You use the Welcome to PDXpert PLM window to tell the PDXpert client where to look for the PDXpert Application Server.
When the PDXpert client is started for the first time, it will automatically seek a PDXpert Application Server on the network. If you want to log into a different server on your network, then enter the name in the PDXpert server computer name text box. (If the server computer has been assigned a static IP address, you can use that instead.)
If the Welcome to PDXpert PLM window is again displayed after entering the correct user account information and server name, this may be caused by one or more of the following problems:
- The computer specified in the PDXpert server computer name textbox is spelled incorrectly or doesn't exist.
- The named server computer is not available on the network.
- If an IP address, rather than computer name, has been specified then the server IP addess is no longer valid.
- The firewall or antivirus on the PDXpert client computer is blocking the outbound connection to the PDXpert Application Server computer.
- The firewall or antivirus on the PDXpert Application Server computer is blocking the inbound PDXpert client connection.
- The PDXpert Application Server has not been installed correctly.
- The network DNS server is not mapping the server computer name to a valid IP address.
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If other PDXpert clients can't connect or you only have a single client installed, then:
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If the PDXpert client is installed on the same computer as the PDXpert Application Server, enter localhost into the PDXpert server computer name text box.
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Review the PDXpert Application Server computer configuration.
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Restart the PDXpert Application Server service in the server's Windows Start > Control Panel > Administrative Tools > Services > PDXpert Server.
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Verify that the PDXpert Application Server computer's firewall is configured to allow communications through ports 48084 to 48087 (or whichever TCP port is displayed on the PDXpert Application Server window's Settings tab).
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Review all of the solutions mentioned in the following steps.
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If other PDXpert clients can connect and operate normally, then verify that the account name and password are correct. If these are correct, then you may want to compare the values from one of the other client computers:
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Verify the correct value in the PDXpert server computer name text box. This is the computer name (or machine name) where the PDXpert Application Server has been installed.
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The client computer's firewall must allow communications through the specified TCP ports (typically 48084-48087).
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The client computer's network settings allow communication on the same network as the PDXpert Application Server computer.
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Connect the PDXpert client to the SQL Server database
If you receive an error that the Microsoft SQL Server database is not available, it's most likely that access to the database is being blocked. This is typically because the server computer's firewall or antivirus has blocked communications on the SQL Server assigned port.
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Temporarily disable the firewall and antivirus on the computer where Microsoft SQL Server is installed. If you can then sign into the PDXpert client, the firewall and/or antivirus requires configuration to permit communications between the PDXpert client and the SQL Server database.
The SQL Server communication port is, by default, 1433 but may have been set to a different value if a conflict was discovered during installation.
Refer to the following Microsoft Knowledge Base article to learn more about setting SQL Server ports: http://support.microsoft.com/kb/287932
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Help topics describe the most current PDXpert PLM software release, and may differ from earlier releases.
