PW Administrator

ProjectWise V8.
Administrator Guide
DAA023550-1/0001
Trademarks
Bentley, the B Bentley logo, InterPlot, MicroStation, MicroStation/J, MicroStation PowerDraft, and ProjectWise are registered trademarks; Bentley SELECT is a registered service mark; and Redline and Publisher are trademarks of Bentley Systems, Incorporated or Bentley Software, Inc. Java and all Java-based trademarks and logos are trademarks or registered trademarks of Sun Microsystems, Inc. in the U.S. and other countries. AutoCAD is a registered trademark of Autodesk, Inc. Windows is a registered trademark of Microsoft Corporation. Other brands and product names are the trademarks of their respective owners.
Copyrights
2003 Bentley Systems, Incorporated ProjectWise 1997-2003 Bentley Systems, Incorporated. All Rights Reserved. Including software, file formats, and audiovisual displays; may only be used pursuant to applicable software license agreement; contains confidential and proprietary information of Bentley Systems, Incorporated and/or third parties which is protected by copyright and trade secret law and may not be provided or otherwise made available without proper authorization. Use, duplication, or disclosure by the government is subject to restrictions as set forth in subparagraph (c)(1)(ii) of the Rights in Technical Data and Computer Software clause in DFARS 252.2277013 or subparagraphs (c)(1) and (2) of the Commercial Computer Software Restricted Rights in 48 CFR 52.227-19 as applicable. Unpublished rights reserved under the copyright laws of the United States and international treaties.
7DEOH RI &RQWHQWV
:KDWV QHZ LQ 3URMHFW:LVH $GPLQLVWUDWRU" 3URMHFW:LVH $GPLQLVWUDWRU 2YHUYLHZ
'RFXPHQW 0DQDJHPHQW 6\VWHP )UDPHZRUN 3URMHFW:LVH 6HFXULW\ *HQHUDO 8VDJH RI WKH 0LFURVRIW 0DQDJHPHQW &RQVROH $GGLQJ 6QDSLQV 6RPH 7HFKQLFDO %DFNJURXQG ,QIRUPDWLRQ
5HJLVWHULQJ 6HUYHUV DQG &UHDWLQJ 'DWDVRXUFHV

2SHQLQJ 3URMHFW:LVH $GPLQLVWUDWRU DQG /RJJLQJ LQ WR 'DWDVRXUFHV 5HJLVWHULQJ DQG 'LVSOD\LQJ 3URMHFW:LVH 6HUYHUV &UHDWLQJ DQG 0RGLI\LQJ 'DWDVRXUFHV 6HWWLQJ 8S WKH $XGLW 7UDLO IRU D 'DWDVRXUFH
6HWWLQJ 8S D 'DWDVRXUFH
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
7DEOH RI &RQWHQWV
&UHDWLQJ D WLWOH EORFN LQ 0LFUR6WDWLRQ &UHDWLQJ WKH DWWULEXWH H[FKDQJH UXOHV IRU 0LFUR6WDWLRQ (VWDEOLVKLQJ ZKHQ WKH XSGDWH RFFXUV ([SRUW DQG LPSRUW PDSSLQJV &UHDWLQJ D WLWOH EORFN LQ $XWR&$' &UHDWLQJ WKH DWWULEXWH H[FKDQJH UXOHV IRU $XWR&$' (VWDEOLVKLQJ ZKHQ WKH XSGDWH RFFXUV ([SRUW DQG LPSRUW PDSSLQJV &UHDWLQJ WKH DWWULEXWH H[FKDQJH UXOHV IRU 2IILFH GRFXPHQWV
8VHU $FFRXQW 0DQDJHPHQW

&UHDWLQJ 8VHU $FFRXQWV LQ WKH 'DWDVRXUFH 6HWWLQJ 8S D 8VHUV 'HIDXOW 6HWWLQJV &UHDWLQJ DQG 0DQDJLQJ 8VHU *URXSV &UHDWLQJ DQG 0DQDJLQJ 8VHU /LVWV 6\QFKURQL]LQJ $FFRXQWV 8VLQJ 3URMHFW:LVH $XWKHQWLFDWLRQ 6HUYHU 6HWWLQJ XS DQ DFFRXQW WR EH V\QFKURQL]HG &RQILJXULQJ WKH $XWKHQWLFDWLRQ 6HUYHU
3URMHFW:LVH $GPLQLVWUDWRU 5HIHUHQFH

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
7DEOH RI &RQWHQWV
6WRUDJH $UHD 3URSHUWLHV GLDORJ ER[ (QYLURQPHQWV ,QWHUIDFHV 8VHUV 8VHU 3URSHUWLHV GLDORJ ER[ 6HWWLQJV WDE RI WKH 8VHU 3URSHUWLHV GLDORJ ER[ *URXSV *URXS 3URSHUWLHV GLDORJ ER[ 8VHU /LVWV 8VHU /LVW 3URSHUWLHV GLDORJ ER[
8VLQJ 3URMHFW:LVH &ODVV (GLWRU

3URMHFW:LVH &ODVV (GLWRU 2YHUYLHZ 'HILQLQJ &RPSRQHQW &ODVVHV 1RWHV DERXW FUHDWLQJ FODVVHV XVLQJ H[LVWLQJ WDEOHV 'HILQLQJ &ODVV $WWULEXWHV $GGLQJ $WWULEXWHV WR &ODVVHV $VVRFLDWLQJ 5HODWLRQDO &RPSRQHQW 6HDUFKHV &RPSDULQJ -6SDFH WR 3URMHFW:LVH &ODVVHV &RQWUROOLQJ &RPSRQHQW %HKDYLRU LQ &OLHQW $SSOLFDWLRQV
3URMHFW:LVH $GPLQLVWUDWRU *XLGH
LLL
LY 3URMHFW:LVH $GPLQLVWUDWRU *XLGH
Whats new in ProjectWise Administrator?

7KH IROORZLQJ LV QHZ RU HQKDQFHG LQ 3URMHFW:LVH $GPLQLVWUDWRU IRU 3URMHFW:LVH 9
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

ProjectWise Administrator Overview

7KLV FKDSWHU SURYLGHV DQ RYHUYLHZ RI WKH 3URMHFW:LVH $GPLQLVWUDWRU DQG JHQHUDO LQIRUPDWLRQ RQ 6HFXULW\ 9LHZLQJ DQG 6HOHFWLQJ RSWLRQV
'RFXPHQW 0DQDJHPHQW 6\VWHP )UDPHZRUN

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


ProjectWise Security
3URMHFW:LVH 6HFXULW\
6HFXULW\ SHUPLVVLRQV FDQ EH VHW LQ D QXPEHU RI SODFHV DQG UHVXOW LQ D WZREUDQFK KLHUDUFKLFDO VWUXFWXUH 2EMHFW VHFXULW\ KLHUDUFK\ 'RFXPHQW ! )ROGHU ! 3DUHQW IROGHU ! (QYLURQPHQW ! *OREDO GDWDVRXUFH :RUNIORZ VHFXULW\ KLHUDUFK\ 'RFXPHQW ! )ROGHU ZRUNIORZ DQG VWDWH ! 3DUHQW IROGHU ZRUNIORZ DQG VWDWH ! 6WDWH ! :RUNIORZ
7KH WZR KLHUDUFKLHV DUH LQGHSHQGHQW DQG RQO\ PHUJH ZKHQ D TXHVWLRQ RI DFFHVV ULJKWV WR D SDUWLFXODU GRFXPHQW RU IROGHU PXVW EH UHVROYHG ,I DQ REMHFW KDV QR VHFXULW\ LWHPV GHILQHG IRU LWVHOI LW LQKHULWV WKH VHFXULW\ LWHPV IURP WKH ILUVW REMHFW XS WKH KLHUDUFK\ WKDW KDV GHILQHG LWHPV
,QKHULWDQFH VLWXDWLRQ D GRFXPHQW QRW LQ D ZRUNIORZ ZLWK QR LWHPV GHILQHG D GRFXPHQW LQ D ZRUNIORZ ZLWK QR LWHPV GHILQHG 5HVXOW 7KH GRFXPHQW LQKHULWV VHFXULW\ IURP LWV IROGHU DQG RQ XS WKH KLHUDUFK\ LI QHFHVVDU\ ,I WKHUH LV GHILQHG VHFXULW\ LQ RQO\ RQH KLHUDUFK\ WKHQ WKH GRFXPHQW LQKHULWV WKDW VHFXULW\ ,I WKHUH LV GHILQHG VHFXULW\ LQ ERWK KLHUDUFKLHV WKHQ WKH IROORZLQJ UXOHV DSSO\
LI D VHFXULW\ LWHP IURP HLWKHU KLHUDUFK\ KDV WKH SHUPLVVLRQ 1R $FFHVV WKLV LWHP DSSOLHV LI WKH DERYH LV QRW IRXQG WKH :RUNIORZ VHFXULW\ KLHUDUFK\ DSSOLHV


7KH VHFXULW\ KLHUDUFKLFDO VWUXFWXUH
'RFXPHQW DQG )ROGHU 6HFXULW\ SHUPLVVLRQV DUH VHW IRU 'DWDVRXUFH *OREDO UHSUHVHQWV WKH ZKROH GDWDVRXUFH (QYLURQPHQW UHSUHVHQWV D VSHFLILF HQYLURQPHQW :RUNIORZ UHSUHVHQWV D VSHFLILF ZRUNIORZ 6WDWH UHSUHVHQWV D VSHFLILF VWDWH LQ D VSHFLILF ZRUNIORZ
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


7R VHW GRFXPHQW RU IROGHU VHFXULW\ SHUPLVVLRQV

6HOHFW WKH UHTXLUHG REMHFW 'DWDVRXUFH (QYLURQPHQW :RUNIORZ 6WDWH LQ WKH &RQVROH 7UHH ZLQGRZ 5LJKWFOLFN WKH REMHFW DQG FKRRVH Properties IURP WKH SRSXS PHQX RU &OLFN WKH 3URSHUWLHV EXWWRQ RQ WKH WRROEDU WKLV GLVSOD\V ZKHQ DQ REMHFW QDPH LV VHOHFWHG 7KH 3URSHUWLHV GLDORJ ER[ RSHQV IRU WKH VHOHFWHG REMHFW 7KH ,QKHULWHG IURP WH[W VKRZV ZKHUH DQ\ VHFXULW\ LWHP VHOHFWHG LQ WKH OLVW LV LQKHULWHG IURP VXFK DV D 8VHU LQ D 6WDWH WKDW LV DVVLJQHG WR D :RUNIORZ WKDW KDV EHHQ VHW DFFHVV ULJKWV WR WKDW :RUNIORZ ,WHPV WKDW DUH LQKHULWHG FDQQRW EH UHPRYHG EXW WKHLU SHUPLVVLRQV FDQ EH FKDQJHG ,I DQ LQKHULWHG LWHPV SHUPLVVLRQV DUH FKDQJHG DQG VDYHG WKH LWHP EHFRPHV DQ LQWHJUDO SDUW RI WKH REMHFW DQG WKH ,QKHULWHG WH[W VKRZV QRQH LWHP RZQ SHUPLVVLRQV 7KH OLVW RI REMHFW QDPHV ZKHQ RQH LV VHOHFWHG GLVSOD\V WKH SHUPLVVLRQV VHW IRU WKDW REMHFW LQ WKH VHFXULW\ LWHP IRU 3URMHFW:LVH ([SORUHU
3HUPLVVLRQ 6HWWLQJ )XOO FRQWURO (IIHFW ,I RQ XVHU FDQ GR HYHU\WKLQJ ZLWK WKH GRFXPHQWIROGHU LQ 3URMHFW:LVH ([SORUHU IRU H[DPSOH FUHDWH PRGLI\ GHOHWH ,I RQ XVHU FDQ FKDQJH WKH GRFXPHQWIROGHU SHUPLVVLRQV LQ 3URMHFW:LVH ([SORUHU ,I RQ XVHU FDQ FUHDWH GRFXPHQWVIROGHUV DQG VXEIROGHUV LQ 3URMHFW:LVH ([SORUHU ,I RQ XVHU FDQ GHOHWH GRFXPHQWVIROGHUV LQ 3URMHFW:LVH ([SORUHU ,I RQ XVHU FDQ VHH WKH GRFXPHQWIROGHU SURSHUWLHV LQ 3URMHFW:LVH ([SORUHU
&KDQJH SHUPLVVLRQV
&UHDWH
'HOHWH
5HDG


General Usage of the Microsoft Management Console
3HUPLVVLRQ 6HWWLQJ :ULWH (IIHFW ,I RQ XVHU FDQ PRGLI\ GRFXPHQWIROGHU SURSHUWLHV LQ 3URMHFW:LVH ([SORUHU ,I RQ XVHU FDQ RQO\ RSHQ WKH GRFXPHQWV DWWDFKHG ILOH IRU YLHZLQJ ,I RQ XVHU FDQ RSHQ WKH GRFXPHQWV DWWDFKHG ILOH IRU PRGLILFDWLRQ ,I RQ XVHU KDV QR DFFHVV WR WKH GRFXPHQWIROGHU
)LOH 5HDG )LOH :ULWH 1R DFFHVV
,Q 'DWDVRXUFH )ROGHU DQG 'RFXPHQW VHFXULW\ LWHPV FDQQRW EH LQKHULWHG IURP DV WKLV LV WKH KLJKHVW OHYHO RI VHFXULW\ LQ WKH KLHUDUFK\ $ 8VHU ZLWK &UHDWH SHUPLVVLRQ LV WKH 2ZQHU RI D FUHDWHG IROGHU WKH RZQHU PD\ EH FKDQJHG LQ )ROGHU 3URSHUWLHV 7KH RZQHU DOZD\V KDV &KDQJH SHUPLVVLRQ WR DQ RZQHG IROGHU DQG VXEIROGHUV WKDW LV WKH XVHU FDQ GHQ\ HYHQ WKH DGPLQLVWUDWRU DFFHVV WR WKH IROGHU
7KH 1R DFFHVV SHUPLVVLRQ WDNHV SULRULW\ RYHU DOO RWKHUV
*HQHUDO 8VDJH RI WKH 0LFURVRIW 0DQDJHPHQW &RQVROH

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


Adding Snap-ins
&RQVROHV FRQWDLQ LWHPV VXFK DV VQDSLQV H[WHQVLRQ VQDSLQV PRQLWRU FRQWUROV WDVNV ZL]DUGV DQG GRFXPHQWDWLRQ UHTXLUHG WR PDQDJH PDQ\ RI WKH KDUGZDUH VRIWZDUH DQG QHWZRUNLQJ FRPSRQHQWV RI \RXU V\VWHP <RX FDQ DGG LWHPV WR DQ H[LVWLQJ 00& FRQVROH RU \RX FDQ FUHDWH QHZ FRQVROHV DQG FRQILJXUH WKHP WR DGPLQLVWHU D VSHFLILF V\VWHP FRPSRQHQW
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
2. YHUVXV $SSO\ LQ GLDORJ ER[HV FOLFNLQJ 2. H[HFXWHV WKH VHOHFWHG DFWLRQ DQG FORVHV WKH GLDORJ ER[ FOLFNLQJ $SSO\ H[HFXWHV WKH VHOHFWHG DFWLRQ EXW NHHSV WKH GLDORJ ER[ RSHQ DQG DYDLODEOH IRU DGGLWLRQDO DFWLRQV 7KH RSWLRQ \RX FKRRVH LV VWULFWO\ D PDWWHU RI SUHIHUHQFH
,Q JHQHUDO \RX FDQ FXW RU FRS\ DQG SDVWH REMHFWV IURP RQH ORFDWLRQ LQVLGH WKH FRQVROH WR DQRWKHU SURYLGHG WKDW WKH\ DUH OLNH REMHFWV )RU H[DPSOH \RX FDQ FRS\ DQG SDVWH $SSOLFDWLRQ QDPHV IURP RQH 3URMHFW:LVH GDWDVRXUFH WR DQRWKHU 2WKHU FRPPRQ IXQFWLRQV VXFK DV GHOHWH DQG UHQDPH DUH DOVR DYDLODEOH WR PRVW REMHFWV LQ WKH FRQVROH 5HIHU WR Help > Help Topics IRU GHWDLOHG LQIRUPDWLRQ DERXW XVLQJ WKH 0LFURVRIW 0DQDJHPHQW &RQVROH
$GGLQJ 6QDSLQV
$ 6QDSLQ LV D W\SH RI WRRO \RX FDQ DGG WR D FRQVROH 7KH FRQVROH KRVWV DGPLQLVWUDWLYH WRROV WKDW \RX FDQ XVH WR DGPLQLVWHU FRPSXWHUV VHUYLFHV RWKHU V\VWHP FRPSRQHQWV DQG QHWZRUNV <RX FDQ DGG RQH RU PRUH RI WKHVH DGPLQLVWUDWLYH WRROV FDOOHG VQDSLQV WR WKH FRQVROH $ VWDQGDORQH VQDSLQ FDQ EH DGGHG E\ LWVHOI $Q H[WHQVLRQ VQDSLQ FDQ RQO\ EH DGGHG WR H[WHQG WKH IXQFWLRQ RI D SUHYLRXVO\ DGGHG VQDSLQ


Adding Snap-ins
7R DGG D VQDSLQ
6HOHFW Console ! Add/Remove Snap-in 7KH $GG5HPRYH 6QDSLQ GLDORJ ER[ RSHQV


Adding Snap-ins
2Q WKH 6WDQGDORQH WDE FOLFN $GG WR YLHZ DYDLODEOH 6QDSLQV 7KH $GG 6WDQGDORQH 6QDSLQ GLDORJ ER[ RSHQV
6HOHFW WKH UHTXLUHG 6QDSLQ &OLFN $GG 7KH GLDORJ ER[ FORVHV DQG GHSHQGLQJ RQ WKH UHTXLUHPHQWV RI WKH 6QDSLQ VHOHFWHG HLWKHU WKH 6QDSLQ GLVSOD\V RU RWKHU GLDORJ ER[HV UHTXLULQJ LQIRUPDWLRQ RU D :L]DUG RSHQ &RPSOHWH WKH UHTXLUHG LQIRUPDWLRQ


Some Technical Background Information
WR FRPSOHWH WKH DGGLWLRQ RI WKH 6QDSLQ 6HOHFW WKH ([WHQVLRQV WDE
)URP WKH 6QDSLQV WKDW FDQ EH H[WHQGHG RSWLRQ PHQX PDNH D VHOHFWLRQ 6HOHFW WKH UHTXLUHG 6QDSLQ $YDLODEOH H[WHQVLRQV GLVSOD\ 7XUQ RQ WKH $GG DOO H[WHQVLRQV RSWLRQ LI UHTXLUHG 7R DGG DQ H[WHQVLRQ WXUQ RQ WKH FKHFN ER[ DGMDFHQW WR LW
6RPH 7HFKQLFDO %DFNJURXQG ,QIRUPDWLRQ

3URMHFW:LVH $SSOLFDWLRQ 6HUYHU UXQV RQ 0LFURVRIW :LQGRZV RQ ,QWHO SODWIRUPV $OO DSSURDFKHV XVH WKH 3URMHFW:LVH 6HUYHU WR SHUIRUP UHTXHVWV IURP WKH FOLHQW 3URMHFW:LVH ([SORUHU XVHV D 7&3,3 EULGJH EHWZHHQ WKH VHUYHU DQG FOLHQW 3URMHFW:LVH XVHV D PXOWLWLHU FOLHQWVHUYHU SURGXFW DUFKLWHFWXUH DQG VXSSRUWV D YDULHW\ RI 2'%&FRPSOLDQW VHUYHU GDWDEDVHV


Some Technical Background Information
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

Registering Servers and Creating Datasources

7KLV FKDSWHU GLVFXVVHV KRZ WR DGG PRGLI\ GHOHWH DQG GLVSOD\ VHUYHUV DQG GDWDVRXUFHV <RX FDQ VHW WKH VHFXULW\ FRQQHFWLRQV DQG WLPHRXWV IRU D 6HUYHUV SURSHUWLHV DQG WKH /LFHQVHV 6HFXULW\ VHWWLQJV DQG 8VHU SHUPLVVLRQV IRU D GDWDVRXUFHV SURSHUWLHV
2SHQLQJ 3URMHFW:LVH $GPLQLVWUDWRU DQG /RJJLQJ LQ WR 'DWDVRXUFHV

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


Registering and Displaying ProjectWise Servers
7R ORJ LQ WR D GDWDVRXUFH LQ 3URMHFW:LVH $GPLQLVWUDWRU

6HOHFW WKH GDWDVRXUFH \RX ZDQW WR ORJ LQ WR 7KH 3URMHFW:LVH /RJLQ GLDORJ ER[ RSHQV ,I WKH GDWDVRXUFH KDV EHHQ DFFHVVHG SUHYLRXVO\ RQ WKLV FRPSXWHU XVHU QDPH RI WKH ODVW XVHU WR ORJ LQ GLVSOD\V LQ WKH 8VHU 1DPH ILHOG
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
5HJLVWHULQJ DQG 'LVSOD\LQJ 3URMHFW:LVH 6HUYHUV

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


DYDLODEOH VHUYHUV ZKHWKHU WKH\ DUH UHJLVWHUHG RU QRW
7R UHJLVWHU D 3URMHFW:LVH VHUYHU

5LJKWFOLFN WKH 6HUYHUV LFRQ DQG FKRRVH Register Server IURP WKH SRSXS PHQX 7KH 5HJLVWHU 6HUYHU :L]DUG RSHQV


7\SH WKH FRPSXWHU QDPH RU ,3 DGGUHVV RI WKH FRPSXWHU RQ ZKLFK WKH 3URMHFW:LVH $SSOLFDWLRQ 6HUYHU LV LQVWDOOHG DQG UXQQLQJ &OLFN )LQLVK 7KH 5HJLVWHU 6HUYHU :L]DUG FORVHV DQG WKH QDPH RI WKH VHUYHU GLVSOD\V XQGHU WKH OLVW RI VHUYHUV %\ GHIDXOW RQO\ UHJLVWHUHG VHUYHUV DUH GLVSOD\HG 7KH GLVSOD\ RI UHJLVWHUHG VHUYHUV LV FRQWUROOHG E\ WKH PHQX LWHP List Only Registered Servers ZKLFK LV DYDLODEOH IURP WKH Action PHQX ZKHQ WKH 6HUYHUV LFRQ LV VHOHFWHG DQG DOVR IURP WKH SRSXS PHQX WKDW RSHQV ZKHQ \RX ULJKWFOLFN WKH 6HUYHUV LFRQ ,I D FKHFN PDUN DSSHDUV QH[W WR List Only Registered Servers WKHQ RQO\ WKH 3URMHFW:LVH VHUYHUV WKDW \RX KDYH UHJLVWHUHG GLVSOD\ ,I WKHUH LV QR FKHFN PDUN QH[W WR WKH PHQX LWHP WKHQ DOO DYDLODEOH 3URMHFW:LVH VHUYHUV GLVSOD\ 7R WXUQ WKLV RSWLRQ RQ RU RII VLPSO\ VHOHFW WKH PHQX LWHP
7R XQUHJLVWHU D VHUYHU
6HOHFW WKH 6HUYHUV LFRQ LQ WKH GDWDVRXUFH WUHH SDQH 5LJKWFOLFN D VHUYHU DQG FKRRVH Unregister Server IURP WKH SRSXS PHQX $ FRQILUPGHOHWH DOHUW ER[ RSHQV &OLFN <HV <RX FDQ RQO\ XQUHJLVWHU UHPRWH 3URMHFW:LVH VHUYHUV ,I \RX VHOHFW D 3URMHFW:LVH VHUYHU WKDW LV LQVWDOOHG RQ WKH FRPSXWHU WKDW \RX DUH ZRUNLQJ RQ WKH Unregister Server RSWLRQ GRHV QRW GLVSOD\
7R YLHZ WKH SURSHUWLHV RI D 3URMHFW:LVH VHUYHU

6HOHFW WKH 6HUYHUV LFRQ LQ WKH GDWDVRXUFH WUHH SDQH 5LJKWFOLFN D VHUYHU QDPH DQG FKRRVH Properties IURP WKH SRSXS PHQX 7KH 6HUYHU 3URSHUWLHV GLDORJ ER[ RSHQV GLVSOD\LQJ WKH *HQHUDO WDE


7R PRGLI\ WKH JHQHUDO SURSHUWLHV RI D VHUYHU

2SHQ WKH 3URSHUWLHV GLDORJ ER[ IRU WKH VHUYHU WKHQ VHOHFW WKH *HQHUDO WDE
7KH FRPSXWHU QDPH DQG ,3 DGGUHVV RI WKH VHUYHU GLVSOD\V LQ WKH ,GHQWLILFDWLRQ DUHD 0DNH WKH UHTXLUHG PRGLILFDWLRQ &OLFN $SSO\ WR HIIHFW WKH FKDQJH DQG OHDYH WKH GLDORJ ER[ RSHQ RU &OLFN 2. WR HIIHFW WKH FKDQJH DQG FORVH WKH GLDORJ ER[


7R PRGLI\ WKH VHFXULW\ VHWWLQJV IRU D VHUYHU

2SHQ WKH 3URSHUWLHV GLDORJ ER[ IRU D VHUYHU WKHQ VHOHFW WKH 6HFXULW\ WDE
7KH DGPLQLVWUDWRU FDQ DOORZ RU GHQ\ XVHU FRQQHFWLRQV WR WKH VHUYHU DQG WKH GDWDVRXUFH OLVW <RX FDQ XVH DQ DVWHULVN DV D ZLOG FDUG RSWLRQ LQ \RXU ,3 DGGUHVV )RU H[DPSOH DOORZ DQG GHQ\ 0DNH WKH UHTXLUHG PRGLILFDWLRQ &OLFN $SSO\ WR HIIHFW WKH FKDQJH DQG OHDYH WKH GLDORJ ER[ RSHQ RU &OLFN 2. WR HIIHFW WKH FKDQJH DQG FORVH WKH GLDORJ ER[


7R PRGLI\ WKH WLPHRXW VHWWLQJV IRU D VHUYHU

2SHQ WKH 3URSHUWLHV GLDORJ ER[ IRU WKH VHUYHU WKHQ VHOHFW WKH 7LPHRXWV WDE
7KH DGPLQLVWUDWRU FDQ VHW WKH OHQJWK RI WLPH D FRQQHFWLRQ FDQ EH LGOH QRW VHQGLQJ UHTXHVWV WR WKH VHUYHU EHIRUH LW LV FORVHG 0DNH WKH UHTXLUHG PRGLILFDWLRQ &OLFN $SSO\ WR HIIHFW WKH FKDQJH DQG OHDYH WKH GLDORJ ER[ RSHQ RU &OLFN 2. WR HIIHFW WKH FKDQJH DQG FORVH WKH GLDORJ ER[


Creating and Modifying Datasources
7R PRGLI\ WKH FRQQHFWLRQ VHWWLQJV IRU D VHUYHU

2SHQ WKH 3URSHUWLHV GLDORJ ER[ IRU WKH VHUYHU WKHQ VHOHFW WKH &RQQHFWLRQ WDE
7R XVH D VHFXUH FRQQHFWLRQ WXUQ RQ 8VHU VHFXUH FRQQHFWLRQ 7R XVH D VSHFLILF 66/ FHUWLILFDWH FRPPRQ QDPH W\SH WKH QDPH LQ WKH FRUUHVSRQGLQJ WH[W ER[ &OLFN $SSO\ WR HIIHFW WKH FKDQJH DQG OHDYH WKH GLDORJ ER[ RSHQ RU &OLFN 2. WR HIIHFW WKH FKDQJH DQG FORVH WKH GLDORJ ER[
&UHDWLQJ DQG 0RGLI\LQJ 'DWDVRXUFHV
7R FUHDWH D GDWDVRXUFH RQ WKH VHUYHU

,Q 3URMHFW:LVH $GPLQLVWUDWRU H[SDQG D UHJLVWHUHG VHUYHU ULJKWFOLFN WKH


'DWDVRXUFHV LFRQ DQG FKRRVH New Datasource IURP WKH SRSXS PHQX
:KHQ WKH 1HZ 'DWDVRXUFH :L]DUG RSHQV FOLFN 1H[W
:KHQ WKH &KRRVLQJ GDWDVRXUFH W\SH VFUHHQ RSHQV WXUQ RQ $ GDWDVRXUFH


WKDW LV ORFDWHG RQ FRPSXWHUBQDPH! WKHQ FOLFN 1H[W 7KH 1DPLQJ WKH GDWDVRXUFH VFUHHQ RSHQV
,Q WKH ILUVW ILHOG W\SH DQ LQWHUQDO QDPH IRU WKH GDWDVRXUFH LQ WKH VHFRQG ILHOG W\SH D GLVSOD\ QDPH IRU WKH GDWDVRXUFH ZKHQ ILQLVKHG FOLFN 1H[W <RX FDQ XVH WKH VDPH QDPH LQ ERWK ILHOGV RU \RX FDQ GHFLGH WR VSHFLI\ MXVW DQ LQWHUQDO GDWDVRXUFH QDPH ,I \RX RQO\ ILOO LQ WKH ILUVW ILHOG WKH GDWDVRXUFH ZLOO EH GLVSOD\HG WR XVHUV DV <server name>:<datasource name> IRU H[DPSOH <ccc8959>:<projectwise> 7KH XVH RI D GLVSOD\ QDPH DOORZV \RX WR XVH D PRUH FRPPRQ RU UHFRJQL]DEOH QDPH IRU WKH GDWDVRXUFH DQG DOVR


KLGHV WKH GLVSOD\ RI WKH FRPSXWHU QDPH RQ ZKLFK WKH VHUYHU LV ORFDWHG
:KHQ WKH 6SHFLI\LQJ 2'%& FRQQHFWLRQ GHWDLOV VFUHHQ RSHQV IURP WKH GURSGRZQ OLVW ER[ VHOHFW DQ 2'%& GDWDVRXUFH FRQQHFWLRQ WKHQ FOLFN 1H[W
:KHQ WKH 6SHFLI\LQJ GDWDEDVH XVHU DFFRXQW IRU FOLHQW FRQQHFWLRQV VFUHHQ RSHQV W\SH LQ WKH XVHU QDPH DQG SDVVZRUG IRU DQ H[LVWLQJ


DFFRXQW LQ \RXU GDWDEDVH WKHQ FOLFN 1H[W 7KH 6SHFLI\LQJ GDWDEDVH XVHU DFFRXQW IRU DGPLQLVWUDWRU FRQQHFWLRQV VFUHHQ RSHQV ZLWK WKH IROORZLQJ RSWLRQV
2SWLRQ 8VH VDPH DFFRXQW DV IRU FOLHQW FRQQHFWLRQV 8VH GLIIHUHQW DFFRXQW 'HVFULSWLRQ 6HOHFW WKLV RSWLRQ LI WKH VSHFLILHG FOLHQW FRQQHFWLRQ DFFRXQW LV DOVR WKH DGPLQLVWUDWLYH FRQQHFWLRQ DFFRXQW GHIDXOW RSWLRQ 6HOHFW WKLV RSWLRQ LI \RX ZDQW WR DVVLJQ D GLIIHUHQW LQWHUQDO XVHU DFFRXQW IRU DGPLQLVWUDWLYH WDVNV ,I VHOHFWHG W\SH D XVHUQDPH DQG SDVVZRUG WR EH XVHG IRU WKH DFFRXQW


6HOHFW WKH DSSURSULDWH RSWLRQ DQG FOLFN 1H[W 7KH 6SHFLI\LQJ DGPLQLVWUDWRU DFFRXQW VFUHHQ RSHQV
7\SH D XVHU QDPH DQG SDVVZRUG WR VHUYH DV WKH DGPLQLVWUDWRU DFFRXQW IRU WKH 3URMHFW:LVH GDWDVRXUFH \RX DUH FUHDWLQJ WKHQ FOLFN 1H[W 7KLV XVHU QDPH DQG SDVVZRUG GRHV QRW KDYH WR EH WKH VDPH DV WKH GDWDEDVH XVHU QDPH 0DNH D QRWH RI WKH QDPH DQG SDVVZRUG \RX W\SH KHUH DV \RX


ZLOO QHHG WKHP ODWHU WR ORJ LQ WR WKLV GDWDVRXUFH :KHQ WKH )LQLVKLQJ 1HZ 'DWDVRXUFH :L]DUG VFUHHQ RSHQV FOLFN )LQLVK
2QFH WKH GDWDVRXUFH LV FUHDWHG WKH &UHDWH 'DWDEDVH 7DEOHV GLDORJ ER[ RSHQV
6\EDVH 64/ $Q\ZKHUH XVHUV RQO\ EHIRUH FRQWLQXLQJ ZLWK VWHS \RX QHHG WR VWRS DQG VWDUW WKH VHUYLFH \RX FUHDWHG LQ 6\EDVH &HQWUDO ,I \RX GR QRW GR WKLV 3URMHFW:LVH ZLOO EH XQDEOH WR FUHDWH WKH GDWDEDVH WDEOHV 7KLV LV 6\EDVH VSHFLILF DQG XQFRQQHFWHG ZLWK 3URMHFW:LVH 7XUQ RQ (QDEOH &UHDWH %XWWRQ WKHQ FOLFN &UHDWH 7KH &UHDWLQJ 7DEOHV GLDORJ ER[ RSHQV GLVSOD\LQJ WKH SURJUHVV RI


WKH FUHDWLRQ RI WKH 3URMHFW:LVH WDEOHV :KHQ WKH GLDORJ ER[ LQIRUPV \RX WKDW WKH WDEOHV KDYH EHHQ FUHDWHG FOLFN &ORVH 7KH &UHDWH $GPLQLVWUDWRU GLDORJ ER[ RSHQV
,Q WKH 9HULI\ 3DVVZRUG WH[W ER[ W\SH WKH SDVVZRUG \RX VSHFLILHG IRU WKH DGPLQLVWUDWRU DFFRXQW WKHQ FOLFN 2. 7KH &UHDWH $GPLQLVWUDWRU GLDORJ ER[ FORVHV DQG \RX DUH ORJJHG LQ WR WKH GDWDVRXUFH
7R FUHDWH D OLQN WR D GDWDVRXUFH

5LJKWFOLFN WKH 'DWDVRXUFHV LFRQ DQG FKRRVH New ! Datasource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


QDPH :KHQ ILQLVKHG FOLFN 1H[W ,I D GLVSOD\ QDPH LV VSHFLILHG XVHUV ZLOO VHH WKLV QDPH LQVWHDG RI WKH LQWHUQDO GDWDVRXUFH QDPH :KHQ WKH )LQLVKLQJ 1HZ 'DWDVRXUFH :L]DUG VFUHHQ RSHQV FOLFN )LQLVK 7KH 1HZ 'DWDVRXUFH :L]DUG FORVHV DQG WKH VHOHFWHG UHPRWH GDWDVRXUFH LV QRZ OLVWHG LQ 3URMHFW:LVH $GPLQLVWUDWRU 7KH LFRQ IRU WKLV GDWDVRXUFH KDV DQ DUURZ RQ LW VLJQLI\LQJ WKDW WKH GDWDVRXUFH LV DFWXDOO\ ORFDWHG RQ DQRWKHU VHUYHU
7R YLHZ WKH SURSHUWLHV RI D GDWDVRXUFH

6HOHFW WKH 'DWDVRXUFHV LFRQ LQ WKH GDWDVRXUFH WUHH SDQH 5LJKWFOLFN D GDWDVRXUFH QDPH DQG FKRRVH Properties IURP WKH SRSXS PHQX 7KH 'DWDVRXUFH 3URSHUWLHV GLDORJ ER[ RSHQV GLVSOD\LQJ WKH *HQHUDO WDE E\ GHIDXOW ,I \RX DUH YLHZLQJ WKH SURSHUWLHV RI D UHPRWH GDWDVRXUFH DQG WR ZKLFK \RX KDYH QRW FUHDWHG D OLQN \RX ZLOO RQO\ EH DEOH WR YLHZ WKH *HQHUDO 6HFXULW\ /LFHQVHV DQG 'DWDEDVH 8VHUV WDEV
7R PRGLI\ WKH JHQHUDO SURSHUWLHV RI D GDWDVRXUFH

,I QRW DOUHDG\ GLVSOD\HG VHOHFW WKH *HQHUDO WDE RI WKH 'DWDVRXUFH


3URSHUWLHV GLDORJ ER[
0DNH WKH UHTXLUHG PRGLILFDWLRQ &OLFN $SSO\ WR HIIHFW WKH FKDQJH DQG OHDYH WKH GLDORJ ER[ RSHQ RU &OLFN 2. WR HIIHFW WKH FKDQJH DQG FORVH WKH GLDORJ ER[


7R PRGLI\ WKH VHFXULW\ VHWWLQJV RI D GDWDVRXUFH

6HOHFW WKH 6HFXULW\ WDE RI WKH 'DWDVRXUFH 3URSHUWLHV GLDORJ ER[
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


7R PRGLI\ WKH OLFHQVH VHWWLQJV RI D GDWDVRXUFH

6HOHFW WKH /LFHQVHV WDE RI WKH 'DWDVRXUFH 3URSHUWLHV GLDORJ ER[


7R PRGLI\ WKH GDWDEDVH XVHUV VHWWLQJV RI D GDWDVRXUFH

6HOHFW WKH 'DWDEDVH 8VHUV WDE RI WKH 'DWDVRXUFH 3URSHUWLHV GLDORJ ER[


7R PRGLI\ WKH JOREDO VHWWLQJV RI D GDWDVRXUFH

6HOHFW WKH 6HWWLQJV WDE RI WKH 'DWDVRXUFH 3URSHUWLHV GLDORJ ER[


7R PRGLI\ WKH IROGHU VHFXULW\ VHWWLQJV RI D GDWDVRXUFH

6HOHFW WKH )ROGHU 6HFXULW\ WDE RI WKH 'DWDVRXUFH 3URSHUWLHV GLDORJ ER[
7R PRGLI\ WKH GRFXPHQW VHFXULW\ VHWWLQJV RI D GDWDVRXUFH

6HOHFW WKH 'RFXPHQW 6HFXULW\ WDE RI WKH 'DWDVRXUFH 3URSHUWLHV GLDORJ ER[


,I QR LWHPV DUH GLVSOD\HG LQ WKH 6HFXULW\ 2EMHFWV OLVW HYHU\RQH KDV DFFHVV ULJKW GHIDXOW 0DNH WKH UHTXLUHG PRGLILFDWLRQ &OLFN $SSO\ WR HIIHFW WKH FKDQJH DQG OHDYH WKH GLDORJ ER[ RSHQ RU &OLFN 2. WR HIIHFW WKH FKDQJH DQG FORVH WKH GLDORJ ER[


7R DGG LWHPV WR WKH VHFXULW\ REMHFWV OLVW IRU IROGHU DQG GRFXPHQW VHFXULW\
&OLFN $GG 7KH 6HOHFW 6HFXULW\ 2EMHFWV GLDORJ ER[ RSHQV
6HOHFW WKH /LVW LWHPV RI W\SH WR GLVSOD\ $FFHVV /LVWV $OO 8VHU JURXSV 8VHUV 7KH DSSURSULDWH OLVW LWHPV GLVSOD\ )URP WKH 1DPH OLVW VHOHFW RQH RU PRUH REMHFWV WR ZKLFK WR DVVLJQ DFFHVV ULJKWV IRU WKH GDWDVRXUFH IROGHU RU GRFXPHQW &OLFN 2. 7KH 6HOHFW 6HFXULW\ 2EMHFWV GLDORJ ER[ FORVHV DQG WKH VHOHFWHG REMHFWV GLVSOD\ LQ WKH OLVW


Setting Up the Audit Trail for a Datasource
7R UHPRYH LWHPV IURP WKH VHFXULW\ REMHFWV OLVW IRU IROGHU DQG GRFXPHQW VHFXULW\
6HOHFW WKH REMHFW WR EH UHPRYHG IURP WKH OLVW &OLFN 5HPRYH 7KH REMHFW LV UHPRYHG IURP WKH OLVW ,I \RX GHFLGH WKDW \RX QR ORQJHU QHHG D SDUWLFXODU GDWDVRXUFH \RX FDQ GHOHWH LW
7R GHOHWH D GDWDVRXUFH
6HOHFW WKH 'DWDVRXUFHV LFRQ LQ WKH GDWDVRXUFH WUHH SDQH 5LJKWFOLFN D GDWDVRXUFH QDPH DQG FKRRVH Delete IURP WKH SRSXS PHQX $ FRQILUPGHOHWH DOHUW ER[ RSHQV &OLFN <HV 7KH GLDORJ ER[ FORVHV DQG WKH GDWDVRXUFH LV GHOHWHG
6HWWLQJ 8S WKH $XGLW 7UDLO IRU D 'DWDVRXUFH

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


Setting Up the Audit Trail for a Datasource
ZKHQ D FHUWDLQ QXPEHU RI UHFRUGV LV UHDFKHG $IWHU \RX VHW WKHVH JOREDO RSWLRQV \RX FDQ GHFLGH ZKLFK XVHUV FDQ VHH DQG PRGLI\ WKH DXGLW WUDLO E\ ILQH WXQLQJ WKH $XGLW 7UDLO RSWLRQV RQ WKH 6HWWLQJV WDE RI WKH 8VHU 3URSHUWLHV GLDORJ ER[ VHH SDJH IRU HDFK XVHU KDYLQJ DFFHVV WR WKH GDWDVRXUFH <RX ZLOO QRW EH DEOH WR PRGLI\ D XVHUV $XGLW 7UDLO RSWLRQV XQWLO \RX KDYH WXUQHG RQ WKH UHVSHFWLYH $XGLW 7UDLO ORJJLQJ RSWLRQV RQ WKH 6HWWLQJV WDE RI WKH 'DWDVRXUFH 3URSHUWLHV GLDORJ ER[
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

Setting Up a Datasource
7KLV FKDSWHU GLVFXVVHV KRZ WR FRQILJXUH D 3URMHFW:LVH GDWDVRXUFH IRU VWDQGDUG RSHUDWLRQ 7KLV FKDSWHU DVVXPHV WKDW \RX KDYH DOUHDG\
LQVWDOOHG 3URMHFW:LVH $SSOLFDWLRQ 6HUYHU DQG 3URMHFW:LVH $GPLQLVWUDWRU UHJLVWHUHG WKH 3URMHFW:LVH VHUYHU LQ 3URMHFW:LVH $GPLQLVWUDWRU VHH SDJH FUHDWHG WKH GDWDVRXUFH \RX DUH DERXW WR FRQILJXUH VHH SDJH
,QIRUPDWLRQ DERXW VHWWLQJ XS DQG PDQDJLQJ XVHU DFFRXQWV LQ WKH GDWDVRXUFH LV GLVFXVVHG LQ WKH FKDSWHU 8VHU $FFRXQW 0DQDJHPHQW RQ SDJH
3URMHFW:LVH 'DWDVRXUFH 2YHUYLHZ

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
:KHQ FUHDWLQJ REMHFWV LQ WKH GDWDVRXUFH \RX FDQ HLWKHU FUHDWH WKHP IURP VFUDWFK RU \RX FDQ FUHDWH WKHP E\ FRS\LQJ H[LVWLQJ REMHFWV IURP RWKHU GDWDVRXUFHV 7R FRS\ DQ REMHFW IURP RQH GDWDVRXUFH WR DQRWKHU ORJ LQ WR ERWK GDWDVRXUFHV VHOHFW WKH H[LVWLQJ REMHFWV LQ WKH VRXUFH GDWDVRXUFH WKHQ GUDJ DQG GURS

Setting Up Document Storage Areas
WKHP LQWR WKH DSSURSULDWH LFRQ LQ WKH WDUJHW GDWDVRXUFH
6HWWLQJ 8S 'RFXPHQW 6WRUDJH $UHDV

$ VWRUDJH DUHD LV D SK\VLFDO ORFDWLRQ GHILQHG RQ D VHUYHU WKDW FRUUHVSRQGV WR D GLVN RU DUHD RI D GLVN LQ ZKLFK ILOHV LPSRUWHG WR 3URMHFW:LVH DUH VWRUHG (DFK GDWDVRXUFH FDQ KDYH PXOWLSOH VWRUDJH DUHDV GLYLGHG RQ PXOWLSOH VHUYHUV $ IROGHU LQ 3URMHFW:LVH ([SORUHU LV OLQNHG WR D VWRUDJH DUHD
7KH FRPSXWHU RQ ZKLFK \RX GHVLJQDWH D VWRUDJH DUHD PXVW KDYH HLWKHU WKH 3URMHFW:LVH $SSOLFDWLRQ 6HUYHU RU WKH 3URMHFW:LVH )LOH 7UDQVIHU 6HUYHU LQVWDOOHG DQG UXQQLQJ 6WRUDJH DUHDV DUH VHFXUH ZKHQ WKH\ FDQ RQO\ EH DFFHVVHG E\ 3URMHFW:LVH 3UHYHQW E\SDVV RI 3URMHFW:LVH DFFHVV FRQWUROV E\ PDNLQJ VWRUDJH DUHDV VHFXUH 8VH \RXU RSHUDWLQJ V\VWHPV FRQWUROV WR SUHYHQW PRXQWLQJ RI 3URMHFW:LVH ILOHV RU DOORZLQJ )73 DFFHVV WR 3URMHFW:LVH ILOHV
7R FUHDWH D VWRUDJH DUHD

5LJKWFOLFN WKH 6WRUDJH DUHDV LFRQ DQG FKRRVH New ! Storage

Area IURP WKH SRSXS PHQX 7KH 1HZ 6WRUDJH $UHD 3URSHUWLHV GLDORJ ER[ RSHQV
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

7R PRGLI\ WKH SURSHUWLHV RI D VWRUDJH DUHD

6HOHFW WKH 6WRUDJH DUHD LFRQ LQ WKH GDWDVRXUFH WUHH SDQH 5LJKWFOLFN D VWRUDJH DUHD DQG FKRRVH Properties IURP WKH SRSXS PHQX 7KH 6WRUDJH $UHD 3URSHUWLHV GLDORJ ER[ RSHQV
0DNH WKH UHTXLUHG FKDQJHV &OLFN 2. ,I \RX FKDQJHG WKH ORFDWLRQ RI WKH VWRUDJH DUHD ZKHWKHU E\ FKDQJLQJ WKH FRPSXWHU RU MXVW WKH SDWK RQ WKH VDPH FRPSXWHU D ZDUQLQJ PHVVDJH GLVSOD\V LQIRUPLQJ \RX WKDW \RX ZLOO QHHG WR PRYH WKH GRFXPHQWV PDQXDOO\ IURP WKH ROG VWRUDJH DUHD WR WKH QHZ VWRUDJH DUHD &OLFN 2. WR DFFHSW WKH FKDQJH 6WRUDJH DUHD FDQQRW EH GHOHWHG LI RWKHU WDEOHV UHIHUHQFH LW RU LI WKH VWRUDJH DUHD FRQWDLQV DQ\ ILOHV

Creating ProjectWise Applications
7R GHOHWH D VWRUDJH DUHD

6HOHFW WKH 6WRUDJH DUHDV LFRQ LQ WKH GDWDVRXUFH WUHH SDQH 5LJKWFOLFN D VWRUDJH DUHD DQG FKRRVH Delete IURP WKH SRSXS PHQX $ FRQILUPGHOHWH DOHUW ER[ RSHQV &OLFN <HV
&UHDWLQJ 3URMHFW:LVH $SSOLFDWLRQV

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

DSSOLFDWLRQV H[HFXWDEOH ILOH ODXQFKHV DQG WKH GRFXPHQW RSHQV LQ WKH DSSOLFDWLRQ <RX FDQ DGG DV PDQ\ DSSOLFDWLRQV DV \RX QHHG LQ D GDWDVRXUFH 2QFH FUHDWHG WKH DSSOLFDWLRQ FDQ EH PRGLILHG RU GHOHWHG
$V DQ DOWHUQDWLYH WR FUHDWLQJ DSSOLFDWLRQV IURP VFUDWFK \RX FDQ FRS\LQJ H[LVWLQJ DSSOLFDWLRQV IURP DQRWKHU GDWDVRXUFH 7R GR WKLV ORJ LQ WR ERWK GDWDVRXUFHV VHOHFW WKH H[LVWLQJ DSSOLFDWLRQV LQ WKH VRXUFH GDWDVRXUFH WKHQ GUDJ DQG GURS WKHP LQWR WKH WDUJHW GDWDVRXUFH
7R FUHDWH DQ DSSOLFDWLRQ
5LJKWFOLFN WKH $SSOLFDWLRQV LFRQ DQG FKRRVH New > Application IURP WKH SRSXS PHQX 7KH 1HZ $SSOLFDWLRQ 3URSHUWLHV GLDORJ ER[ RSHQV

,Q WKH 1DPH WH[W ILHOG W\SH D XQLTXH QDPH IRU WKH UHTXLUHG DSSOLFDWLRQ ,Q WKH )LOH H[WHQVLRQV WH[W ILHOG W\SH WKH OHWWHUV RI D ILOH H[WHQVLRQ WR EH DVVRFLDWHG ZLWK WKH DSSOLFDWLRQ QDPH &OLFN WKH $GG EXWWRQ 7KH ILOH H[WHQVLRQ GLVSOD\V LQ WKH H[WHQVLRQ OLVW ZLQGRZ 5HSHDW VWHSV DQG WR DGG PRUH ILOH H[WHQVLRQV
:KHQ ILQLVKHG DGGLQJ ILOH H[WHQVLRQV FOLFN 2. 7KH QHZ $SSOLFDWLRQ QDPH LV DGGHG WR WKH OLVW RI DSSOLFDWLRQV LQ WKH GLVSOD\ SDQH <RX FDQ PRGLI\ DQ DSSOLFDWLRQ QDPH DQG DGG PRGLI\ RU UHPRYH DVVRFLDWHG ILOH H[WHQVLRQV

7R PRGLI\ DQ DSSOLFDWLRQV SURSHUWLHV

5LJKWFOLFN WKH $SSOLFDWLRQ QDPH DQG VHOHFW Properties IURP WKH SRSXS PHQX 7KH $SSOLFDWLRQ 3URSHUWLHV GLDORJ ER[ RSHQV
0DNH WKH UHTXLUHG FKDQJHV &OLFN $SSO\ <RX FDQ GHOHWH D 3URMHFW:LVH DSSOLFDWLRQ RQO\ LI LW KDV QRW EHHQ DVVRFLDWHG ZLWK D GRFXPHQW LQ 3URMHFW:LVH ([SORUHU

Establishing Departments
7R GHOHWH DQ DSSOLFDWLRQ
6HOHFW WKH $SSOLFDWLRQV LFRQ LQ WKH GDWDVRXUFH WUHH SDQH 5LJKWFOLFN DQ DSSOLFDWLRQ QDPH DQG FKRRVH Delete IURP WKH SRSXS PHQX $ FRQILUPGHOHWH DOHUW ER[ RSHQV &OLFN <HV
(VWDEOLVKLQJ 'HSDUWPHQWV
<RX FDQ FUHDWH GHSDUWPHQWV LQ \RXU GDWDVRXUFH WR KHOS XVHUV FRQFHSWXDOO\ JURXS GRFXPHQWV )RU H[DPSOH ZKHQ GRFXPHQWV DUH DVVLJQHG WR GHSDUWPHQWV XVHUV FDQ WKHQ VHDUFK IRU DOO RI WKH GRFXPHQWV DVVRFLDWHG WR D FHUWDLQ GHSDUWPHQW
$V DQ DOWHUQDWLYH WR FUHDWLQJ GHSDUWPHQWV IURP VFUDWFK \RX FDQ FRS\LQJ H[LVWLQJ GHSDUWPHQWV IURP RWKHU GDWDVRXUFHV 7R GR WKLV ORJ LQ WR ERWK GDWDVRXUFHV VHOHFW WKH H[LVWLQJ GHSDUWPHQWV LQ WKH VRXUFH GDWDVRXUFH WKHQ GUDJ DQG GURS WKHP LQWR WKH WDUJHW GDWDVRXUFH
7R FUHDWH D GHSDUWPHQW
5LJKWFOLFN WKH 'HSDUWPHQWV LFRQ DQG FKRRVH New ! Department

IURP WKH SRSXS PHQX 7KH 1HZ 'HSDUWPHQW 3URSHUWLHV GLDORJ ER[ RSHQV
7\SH D XQLTXH QDPH IRU WKH UHTXLUHG GHSDUWPHQW LQ WKH 1DPH WH[W ER[ 2SWLRQDO 7\SH D GHVFULSWLRQ WR EH DVVRFLDWHG ZLWK WKH GHSDUWPHQW QDPH LQ WKH 'HVFULSWLRQ WH[W ER[ &OLFN 2. 7KH QHZ GHSDUWPHQW LV DGGHG WR WKH OLVW RI GHSDUWPHQWV LQ WKH GLVSOD\ SDQH
7R PRGLI\ D GHSDUWPHQWV SURSHUWLHV

6HOHFW WKH 'HSDUWPHQWV LFRQ WR GLVSOD\ WKH OLVW RI H[LVWLQJ 'HSDUWPHQWV 5LJKWFOLFN WKH 'HSDUWPHQW QDPH WR EH PRGLILHG DQG FKRRVH

Properties IURP WKH SRSXS PHQX 7KH 'HSDUWPHQW 3URSHUWLHV GLDORJ ER[ RSHQV
0DNH WKH UHTXLUHG FKDQJHV &OLFN 2. <RX FDQ GHOHWH D GHSDUWPHQW RQO\ LI LW KDV QRW EHHQ DVVRFLDWHG ZLWK D GRFXPHQW LQ 3URMHFW:LVH ([SORUHU
7R GHOHWH D GHSDUWPHQW
6HOHFW WKH 'HSDUWPHQWV LFRQ LQ WKH GDWDVRXUFH WUHH SDQH 5LJKWFOLFN D GHSDUWPHQW QDPH DQG FKRRVH Delete IURP WKH SRSXS PHQX $ FRQILUP GHOHWH DOHUW ER[ RSHQV &OLFN <HV

Defining Workspace Profiles
'HILQLQJ :RUNVSDFH 3URILOHV

:RUNVSDFHV DUH FROOHFWLRQV RI 0LFUR6WDWLRQ HQYLURQPHQW YDULDEOH VHWWLQJV DQG XVHU LQWHUIDFH FXVWRPL]DWLRQV WKDW D XVHU FDQ VHOHFW ZKHQ UXQQLQJ 0LFUR6WDWLRQ $ ZRUNVSDFH SURILOH LV D 3URMHFW:LVH FRQYHQWLRQ WKDW DOORZV \RX WR GHILQH WKH ORFDWLRQ RI D 0LFUR6WDWLRQ ZRUNVSDFH 7KH ZRUNVSDFH WKDW \RX VSHFLI\ LQ WKH ZRUNVSDFH SURILOH FDQ EH VWRUHG LQ 3URMHFW:LVH RU FDQ H[LVW RXWVLGH WKH 3URMHFW:LVH HQYLURQPHQW HQWLUHO\
<RX FDQ FUHDWH DV PDQ\ ZRUNVSDFH SURILOHV DV \RX QHHG 2QFH D ZRUNVSDFH SURILOH H[LVWV WKURXJK 3URMHFW:LVH ([SORUHU \RX RU WKH XVHU FDQ WKHQ DSSO\ WKH SURILOH WR DQ\ IROGHU LQ WKH GDWDVRXUFH :RUNVSDFH SURILOHV DUH W\SLFDOO\ DVVLJQHG ZKHQ WKH IROGHU LV FUHDWHG EXW WKH\ FDQ EH FKDQJHG DIWHU FUHDWLRQ 'RFXPHQWV WKHQ LQKHULW WKHLU IROGHUV ZRUNVSDFH SURILOH VR WKDW ZKHQ D XVHU RSHQV D 0LFUR6WDWLRQ GRFXPHQW IURP D IROGHU WKDW KDV D SDUWLFXODU ZRUNVSDFH SURILOH DSSOLHG 0LFUR6WDWLRQ RSHQV LQ WKH ZRUNVSDFH GHILQHG E\ WKH SURILOH 'XULQJ WKH VHW XS RI WKH ZRUNVSDFH SURILOH \RX FDQ VHW WKH GHIDXOW ZRUNVSDFH VHWWLQJV ZKLFK DUH WKH XVHU FRQILJXUDWLRQ ILOH WKH SURMHFW FRQILJXUDWLRQ ILOH DQG WKH XVHU LQWHUIDFH QDPH :KHQ XVHUV RSHQ 0LFUR6WDWLRQ GRFXPHQWV WKDW LQKHULW D ZRUNVSDFH SURILOH QRW RQO\ ZLOO 0LFUR6WDWLRQ RSHQ LQ WKH GHILQHG ZRUNVSDFH EXW ZLOO RSHQ ZLWK WKHVH GHIDXOW VHWWLQJV <RX FDQ OHDYH WKHVH VHWWLQJV HPSW\ ZKHQ \RX FUHDWH WKH ZRUNVSDFH SURILOH RU \RX FDQ ILOO WKHP LQ DQG DOORZ XVHUV WR RYHUULGH WKH VHWWLQJV LI QHFHVVDU\ ,I \RX WXUQ RQ WKH VHWWLQJ WKDW HQDEOHV XVHUV WR RYHUULGH WKH ZRUNVSDFH GHIDXOWV WKHQ ZKHQ XVHUV RSHQ 0LFUR6WDWLRQ GRFXPHQWV WKDW LQKHULW D ZRUNVSDFH SURILOH WKH\ ZLOO HQFRXQWHU WKH 6HOHFW :RUNVSDFH GLDORJ ER[ DOORZLQJ WKHP WR FKDQJH WKH ZRUNVSDFH VHWWLQJV DV QHHGHG

Defining Workspace Profiles
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
7R FUHDWH D ZRUNVSDFH SURILOH

5LJKWFOLFN WKH Workspace Profiles LFRQ DQG FKRRVH New > Workspace Profile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

Creating Messaging Agents
IRU WKH VHOHFWHG XVHU DQG FOLFN $SSO\ 5HSHDW VWHSV DQG WR FRQILJXUH ZRUNVSDFH VHWWLQJV IRU DGGLWLRQDO XVHUV &OLFN 1H[W WKHQ FOLFN )LQLVK
7R PRGLI\ D ZRUNVSDFH SURILOHV SURSHUWLHV

'RXEOHFOLFN WKH SURILOH RU 5LJKWFOLFN WKH SURILOH DQG IURP WKH SRSXS PHQX FKRRVH Properties 7KH 3URSHUWLHV GLDORJ ER[ RSHQV IRU WKH VHOHFWHG ZRUNVSDFH SURILOH 0DNH WKH QHFHVVDU\ FKDQJHV DQG FOLFN 2. <RX FDQ GHOHWH D ZRUNVSDFH SURILOH RQO\ LI LW LV QRW FXUUHQWO\ DSSOLHG WR D IROGHU LQ 3URMHFW:LVH ([SORUHU
7R GHOHWH D ZRUNVSDFH SURILOH

5LJKWFOLFN D ZRUNVSDFH SURILOH DQG FKRRVH Delete IURP WKH SRSXS PHQX $ FRQILUPGHOHWH GLDORJ ER[ RSHQV &OLFN <HV
&UHDWLQJ 0HVVDJLQJ $JHQWV

3URMHFW:LVH 0HVVDJLQJ VHUYLFHV DOORZ \RX WR VHW XS UXOHV IRU KDYLQJ PHVVDJHV DXWRPDWLFDOO\ VHQW WR XVHUV ZKHQ WKH VWDWXV RI D GRFXPHQW FKDQJHV LQ VRPH ZD\ 7KHVH UXOHV DUH GHILQHG LQ ZKDW LV FDOOHG D PHVVDJLQJ DJHQW 7KH JHQHUDWHG PHVVDJH FDQ EH VHQW WR XVHUV DV D 3URMHFW:LVH PHVVDJH

YLD 3URMHFW:LVH 0HVVHQJHU RU DV DQ HPDLO
7KH PHVVDJH WKDW LV JHQHUDWHG DQG VHQW FDQ EH WULJJHUHG E\ RQH RI WKH IROORZLQJ DFWLRQV 'RFXPHQW FKHFNLQ 'RFXPHQW FKHFNRXW 'RFXPHQW H[SRUW 'RFXPHQW VWDWH FKDQJH 'RFXPHQW YHUVLRQ FKDQJH 5HIUHVK VHUYHU FRS\
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

7R FUHDWH D VWDQGDUG PHVVDJLQJ DJHQW

5LJKWFOLFN WKH 0HVVDJLQJ VHUYLFHV LFRQ DQG FKRRVH New > Messaging Agent IURP WKH SRSXS PHQX :KHQ WKH 1HZ 0HVVDJLQJ $JHQW :L]DUG RSHQV FOLFN 1H[W 7KH 'HILQLQJ WKH PHVVDJLQJ DJHQW VFUHHQ RSHQV

7\SH WKH 0HVVDJH VXEMHFW 2SWLRQDO 7\SH WKH 0HVVDJH WH[W 6HOHFW WKH 0HVVDJH W\SH
2SWLRQ 3URMHFW:LVH PHVVDJH (PDLO 'HVFULSWLRQ 0HVVDJH ZLOO EH VHQW WR QRPLQDWHG 8VHUV DQG *URXSV ZLWKLQ WKH 3URMHFW:LVH QHWZRUN 0HVVDJH ZLOO EH VHQW WR QRPLQDWHG 8VHUV DQG *URXSV ZKR PXVW KDYH DQ HPDLO DGGUHVV HQWHUHG LQ WKHLU 3URSHUWLHV 8VHUV ZLWKLQ *URXSV PXVW HDFK KDYH DQ HPDLO DGGUHVV HQWHUHG LQ WKHLU 3URSHUWLHV :KHQ WKH PHVVDJH LV VHQW DQ HUURU PHVVDJH LV GLVSOD\HG IRU HDFK XVHU ZLWKRXW DQ HPDLO DGGUHVV
7R KDYH D OLQN WR WKH GRFXPHQW LI D 3URMHFW:LVH PHVVDJH DWWDFKHG WR WKH PHVVDJH RU WR DWWDFK WKH GRFXPHQW LWVHOI WR WKH PHVVDJH LI WKH PHVVDJH LV WR EH DQ (PDLO PHVVDJH WXUQ RQ $WWDFK 'RFXPHQW :KHQ ILQLVKHG GHILQLQJ WKH PHVVDJLQJ DJHQW FOLFN 1H[W 7KH 6SHFLI\ PHVVDJH UHFLSLHQWV VFUHHQ RSHQV

,I QRW UHTXLUHG WXUQ RII WKH 8VHUV WKDW KDYH DFFHVV WR WKH GRFXPHQW FKHFN ER[ 8VHUV DQG *URXSV DFFHVV WR D GRFXPHQW LV HVWDEOLVKHG LQ 3URMHFW:LVH ([SORUHU ,I UHTXLUHG FOLFN $GG WR VHOHFW 8VHUV DQGRU *URXSV WR UHFHLYH WKH PHVVDJH 7KH 6HOHFW 8VHU RU *URXS GLDORJ ER[ RSHQV
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
2SWLRQ 6HQG WKH PHVVDJH VLOHQWO\ $FWLRQ 7KH XVHU ZKR SHUIRUPV WKH DFWLRQ WKDW WULJJHUV WKH PHVVDJH ZLOO QRW EH QRWLILHG EHIRUH WKH PHVVDJH LV VHQW

2SWLRQ 6KRZ GLDORJ WR VHQG WKH PHVVDJH $FWLRQ 7KH XVHU ZKR SHUIRUPV WKH DFWLRQ WKDW WULJJHUV WKH PHVVDJH ZLOO UHFHLYH WKH PHVVDJH EHIRUH LW LV VHQW WR WKH VSHFLILHG XVHUV 7KH XVHU FDQ WKHQ GHFLGH ZKHWKHU RU QRW WR VHQG WKH PHVVDJH RU FDQ PRGLI\ WKH FRQWHQWV RI PHVVDJH
6HOHFW WKH UHTXLUHG VHWWLQJ DQG FOLFN 1H[W 7KH 6SHFLI\ &RPPDQG W\SH DQG 6HQGLQJ WLPH VFUHHQ RSHQV DOORZLQJ \RX WR VHOHFW WKH XVHU DFWLRQ WKDW ZLOO FDXVH WKH PHVVDJH WR EH JHQHUDWHG DQG ZKHQ WKH JHQHUDWHG PHVVDJH LV WR EH VHQW
6HOHFW WKH UHTXLUHG &RPPDQG W\SH IURP WKH IROORZLQJ RSWLRQV
2SWLRQ 'RFXPHQW FKHFNLQ 'RFXPHQW FKHFNRXW 'RFXPHQW H[SRUW $FWLRQ ,I VHOHFWHG D PHVVDJH ZLOO EH JHQHUDWHG ZKHQHYHU D GRFXPHQW LQ WKH VHOHFWHG IROGHUV LV FKHFNHG LQ ,I VHOHFWHG D PHVVDJH ZLOO EH JHQHUDWHG ZKHQHYHU D GRFXPHQW LQ WKH VHOHFWHG IROGHUV LV FKHFNHG RXW ,I VHOHFWHG D PHVVDJH ZLOO EH JHQHUDWHG ZKHQHYHU D GRFXPHQW LQ WKH VHOHFWHG IROGHUV LV H[SRUWHG

2SWLRQ 'RFXPHQW VWDWH FKDQJH $FWLRQ ,I VHOHFWHG D PHVVDJH ZLOO EH JHQHUDWHG ZKHQHYHU D GRFXPHQW LV PRYHG WR DQRWKHU VWDWH LQ WKH VHOHFWHG ZRUNIORZV ,I VHOHFWHG D PHVVDJH ZLOO EH JHQHUDWHG ZKHQHYHU D QHZ YHUVLRQ RI D GRFXPHQW LQ WKH VHOHFWHG IROGHUV LV FUHDWHG ,I VHOHFWHG D PHVVDJH ZLOO EH JHQHUDWHG ZKHQHYHU D XVHU ZRUNLQJ LQ 3URMHFW:LVHLQWHJUDWHG 0LFUR6WDWLRQ XSGDWHV WKH VHUYHU FRS\ RI D GRFXPHQW LQ WKH VHOHFWHG IROGHUV
'RFXPHQW YHUVLRQ FKDQJH 5HIUHVK VHUYHU FRS\
$IWHU VHOHFWLQJ WKH &RPPDQG W\SH VHOHFW WKH RSWLRQ VSHFLI\LQJ ZKHQ WR VHQG WKH PHVVDJH 7KHVH RSWLRQV FKDQJH GHSHQGLQJ RQ WKH &RPPDQG W\SH \RX FKRRVH EXW EDVLFDOO\ \RXU RSWLRQV DUH WR VHQG WKH PHVVDJH MXVW EHIRUH WKH FRPPDQG LV H[HFXWHG RU DIWHU WKH FRPPDQG KDV EHHQ H[HFXWHG
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
6HQG WKH PHVVDJH ZKHQ WKH FRPPDQG H[HFXWLRQ LV ILQLVKHG
6HOHFW WKH UHTXLUHG 6HQGLQJ RSWLRQ DQG FOLFN 1H[W 7KH $WWDFKLQJ )ROGHU WR 'RFXPHQW $JHQW VFUHHQ RSHQV DOORZLQJ \RX WR VHOHFW

WKH IROGHUV \RX ZDQW WKH PHVVDJLQJ DJHQW WR FRQVLGHU IRU GRFXPHQW DFWLRQV
7R DGG IROGHUV WR WKH OLVW FOLFN $GG VHOHFW WKH UHTXLUHG IROGHUV WKHQ FOLFN 2. 5HSHDW WKLV VWHS WR DGG PRUH IROGHUV :KHQ \RX KDYH ILQLVKHG DGGLQJ IROGHUV FOLFN 1H[W 7KH )LQLVKLQJ 1HZ 0HVVDJLQJ $JHQW VFUHHQ RSHQV &OLFN )LQLVK 7KH 1HZ 0HVVDJLQJ $JHQW :L]DUG FORVHV DQG WKH QHZ PHVVDJH GLVSOD\V LQ WKH GLVSOD\ OLVW
7R FUHDWH D ZRUNIORZ PHVVDJLQJ DJHQW

)ROORZ VWHSV WKURXJK LQ WKH SURFHGXUH 7R FUHDWH D VWDQGDUG PHVVDJLQJ DJHQW RQ SDJH :KHQ \RX JHW WR WKH 6SHFLI\ &RPPDQG W\SH DQG 6HQGLQJ WLPH VFUHHQ VHOHFW 'RFXPHQW VWDWH FKDQJH IURP WKH &RPPDQG W\SH GURSGRZQ PHQX $IWHU VHOHFWLQJ WKH &RPPDQG W\SH VHOHFW WKH RSWLRQ VSHFLI\LQJ

ZKHQ WR VHQG WKH PHVVDJH
2SWLRQ 6HQG WKH PHVVDJH ZKHQ GRFXPHQW OHDYHV WKH FXUUHQW VWDWH $FWLRQ 0HVVDJH LV VHQW ZKHQ WKH DVVRFLDWHG GRFXPHQW OHDYHV WKH FXUUHQW VWDWH )RU H[DPSOH WKH PHVVDJH LV VHQW WR DOO XVHUV ZKR KDYH EHHQ ZRUNLQJ RQ WKH GRFXPHQW WKDW WKH GRFXPHQW LV FRPSOHWH LQ LWV FXUUHQW VWDWH 0HVVDJH LV VHQW ZKHQ WKH DVVRFLDWHG GRFXPHQW PRYHV LQWR D QHZ VWDWH )RU H[DPSOH WKH PHVVDJH LV VHQW WR DOO XVHUV ZKR ZLOO EH ZRUNLQJ RQ WKH GRFXPHQW WKDW WKH GRFXPHQW LV QRZ DYDLODEOH
6HQG WKH PHVVDJH ZKHQ GRFXPHQW FRPHV LQWR WKH QHZ VWDWH
&OLFN 1H[W 7KH $WWDFKLQJ :RUNIORZ 6WDWH WR :RUNIORZ $JHQW VFUHHQ RSHQV

&OLFN $GG 7KH 6HOHFW :RUNIORZ 6WDWH GLDORJ ER[ RSHQV
&OLFN WKH :RUNIORZ DUURZ DQG VHOHFW WKH UHTXLUHG ZRUNIORZ &OLFN WKH 6WDWH DUURZ DQG VHOHFW WKH UHTXLUHG VWDWH GHIDXOW LV $OO 6WDWHV &OLFN 2. 5HSHDW WKLV VWHS WR DWWDFK DGGLWLRQDO ZRUNIORZV :KHQ ILQLVKHG DWWDFKLQJ ZRUNIORZV FOLFN 1H[W 7KH )LQLVKLQJ 1HZ 0HVVDJLQJ $JHQW VFUHHQ RSHQV &OLFN )LQLVK 7KH 1HZ 0HVVDJLQJ $JHQW :L]DUG FORVHV DQG WKH QHZ PHVVDJH GLVSOD\V LQ WKH GLVSOD\ OLVW
7R PRGLI\ D PHVVDJLQJ DJHQWV SURSHUWLHV

6HOHFW WKH 0HVVDJLQJ 6HUYLFHV LFRQ LQ WKH 'DWDVRXUFH WUHH SDQH 5LJKWFOLFN D PHVVDJLQJ DJHQW QDPH DQG FKRRVH Properties

IURP WKH SRSXS PHQX 7KH 0HVVDJLQJ $JHQW 3URSHUWLHV GLDORJ ER[ RSHQV
0DNH WKH UHTXLUHG PRGLILFDWLRQV &OLFN $SSO\ &OLFN 2. RU

6HOHFW WKH 5HFLSLHQWV WDE
)RU D 'RFXPHQW VWDWH FKDQJH PHVVDJH VHOHFW WKH :RUNIORZ VWDWHV WDE ,I LW LV D 5HIUHVK VHUYHU FRS\ PHVVDJH VHOHFW WKH )ROGHUV WDE 0DNH WKH UHTXLUHG PRGLILFDWLRQ &OLFN $SSO\ &OLFN 2. 7KH GLDORJ ER[ FORVHV DQG WKH PRGLILFDWLRQ LV FRPSOHWH <RX FDQ DOVR XVH RQH RI WKHVH VKRUWFXWV WR DGG D UHFLSLHQW WR D PHVVDJH RU DWWDFK D ZRUNIORZ
,I \RX ZDQW WR $GG D UHFLSLHQW WR DQ H[LVWLQJ PHVVDJLQJ DJHQW WKHQ
5LJKWFOLFN RQ WKH PHVVDJLQJ DJHQW &KRRVH All Tasks > Add Recipient IURP WKH SRSXS PHQX

Creating Workflows and Workflow States
,I \RX ZDQW WR $WWDFK D ZRUNIORZ VWDWH WR WKH ZRUNIORZ PHVVDJLQJ DJHQW WKHQ
5LJKWFOLFN RQ WKH PHVVDJLQJ DJHQW &KRRVH All Tasks > Attach Workflow State IURP WKH SRSXS PHQX
7R GHOHWH D PHVVDJLQJ DJHQW

6HOHFW WKH 0HVVDJLQJ 6HUYLFHV LFRQ LQ WKH GDWDVRXUFH WUHH SDQH 5LJKWFOLFN D PHVVDJLQJ DJHQW QDPH DQG FKRRVH Delete IURP WKH SRSXS PHQX $ FRQILUPGHOHWH GLDORJ ER[ RSHQV &OLFN <HV
&UHDWLQJ :RUNIORZV DQG :RUNIORZ 6WDWHV

$ ZRUNIORZ LV D GHYLFH \RX FDQ VHW XS LQ \RXU GDWDVRXUFH WR WUDFN DQG JXLGH WKH SURJUHVV RI GRFXPHQWV :RUNIORZV FRQWDLQ VWDWHV ZKLFK DUH WKH SKDVHV \RX GHILQH IRU WKH ZRUNIORZ $VVXPLQJ WKDW \RXU GRFXPHQWV ZLOO JR WKURXJK VHYHUDO UHYLVLRQV EHIRUH FRPSOHWLRQ ZRUNIORZV DOORZ XVHUV WR GHFODUH ZKHQ WKH\ KDYH UHDFKHG FHUWDLQ PLOHVWRQHV E\ FKDQJLQJ WKH VWDWH RI WKH GRFXPHQW
:KHQ D ZRUNIORZ LV DSSOLHG WR D IROGHU RU GRFXPHQW LQ 3URMHFW:LVH ([SORUHU XVHUV

Creating Workflows and Workflow States
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

Creating and modifying states
&UHDWLQJ DQG PRGLI\LQJ VWDWHV

7R FUHDWH D VWDWH
5LJKWFOLFN WKH 6WDWHV LFRQ DQG FKRRVH New ! State IURP WKH SRSXS PHQX 7KH 1HZ 6WDWH 3URSHUWLHV GLDORJ ER[ RSHQV
,Q WKH 1DPH WH[W ILHOG W\SH D XQLTXH QDPH IRU WKH VWDWH 2SWLRQDO 7\SH D GHVFULSWLRQ IRU WKH VWDWH &OLFN 2. 7KH GLDORJ ER[ FORVHV DQG WKH QHZ VWDWH LV DGGHG WR WKH OLVW RI VWDWHV 7R FRPSOHWH WKH IROORZLQJ SURFHGXUH D ZRUNIORZ PHVVDJLQJ DJHQW PXVW H[LVW VHH 7R FUHDWH D ZRUNIORZ PHVVDJLQJ DJHQW RQ SDJH DQG WKH VHOHFWHG VWDWH PXVW EH DVVRFLDWHG WR DW OHDVW RQH ZRUNIORZ VHH 7R DGG VWDWHV WR D ZRUNIORZ

7R DVVRFLDWH D ZRUNIORZ PHVVDJLQJ DJHQW WR D SDUWLFXODU VWDWH LQ D ZRUNIORZ

,Q WKH 6WDWH 3URSHUWLHV GLDORJ ER[ VHOHFW WKH $JHQWV WDE
&OLFN $GG 7KH :RUNIORZ DQG :RUNIORZ $JHQW GLDORJ ER[ RSHQV

)URP WKH 0HVVDJLQJ $JHQW GURSGRZQ OLVW VHOHFW D ZRUNIORZ PHVVDJLQJ DJHQW )URP WKH :RUNIORZ GURSGRZQ OLVW VHOHFW WKH ZRUNIORZ WR ZKLFK WR DSSO\ WKH PHVVDJLQJ DJHQW &OLFN 2. %DFN LQ WKH 6WDWH 3URSHUWLHV GLDORJ ER[ FOLFN $SSO\ WKHQ FOLFN 2.
7R UHPRYH D ZRUNIORZ PHVVDJLQJ DJHQW IURP D VWDWH

,Q WKH 6WDWH 3URSHUWLHV GLDORJ ER[ VHOHFW WKH $JHQWV WDE ,Q WKH OLVW ER[ VHOHFW D ZRUNIORZ PHVVDJLQJ DJHQW &OLFN 5HPRYH &OLFN $SSO\ WKHQ FOLFN 2.
7R FKDQJH WKH QDPH DQGRU GHVFULSWLRQ RI D VWDWH

5LJKWFOLFN WKH VWDWH WR EH PRGLILHG DQG FKRRVH Properties IURP WKH SRSXS PHQX 7KH 6WDWH 3URSHUWLHV GLDORJ ER[ RSHQV ZLWK WKH *HQHUDO

WDE GLVSOD\HG E\ GHIDXOW
0RGLI\ WKH QDPH DQGRU WKH GHVFULSWLRQ RI WKH VWDWH &OLFN $SSO\ WKHQ FOLFN 2.
7R GHOHWH D VWDWH
6HOHFW WKH 6WDWHV LFRQ LQ WKH GDWDVRXUFH WUHH SDQH 5LJKWFOLFN D VWDWH QDPH DQG FKRRVH Delete IURP WKH SRSXS PHQX $ FRQILUP GHOHWH DOHUW ER[ RSHQV &OLFN <HV <RX FDQQRW GHOHWH D VWDWH LI LW LV DVVRFLDWHG ZLWK D ZRUNIORZ RU LI D GRFXPHQW LV FXUUHQWO\ LQ WKDW VWDWH RI D ZRUNIORZ

Creating and modifying workflows
&UHDWLQJ DQG PRGLI\LQJ ZRUNIORZV

7R FUHDWH D ZRUNIORZ
5LJKWFOLFN WKH :RUNIORZ LFRQ DQG FKRRVH New ! Workflow IURP WKH SRSXS PHQX 7KH 1HZ :RUNIORZ 3URSHUWLHV GLDORJ ER[ RSHQV
7\SH D XQLTXH QDPH IRU WKH ZRUNIORZ LQ WKH 1DPH WH[W ILHOG 2SWLRQDO 7\SH D GHVFULSWLRQ RI WKH ZRUNIORZ LQ WKH 'HVFULSWLRQ WH[W ILHOG &OLFN 2. 7KH GLDORJ ER[ FORVHV DQG WKH QHZ ZRUNIORZ LV DGGHG WR WKH OLVW RI ZRUNIORZV

7R DGG VWDWHV WR D ZRUNIORZ

6HOHFW WKH :RUNIORZV LFRQ LQ WKH GDWDVRXUFH WUHH SDQH 5LJKWFOLFN D ZRUNIORZ DQG FKRRVH Add State IURP WKH SRSXS PHQX 7KH 6HOHFW 6WDWHV WR $GG GLDORJ ER[ RSHQV
6HOHFW WKH VWDWHV WR DGG WR WKH ZRUNIORZ DQG FOLFN 2. 7KH GLDORJ ER[ FORVHV DQG WKH VWDWHV GLVSOD\ XQGHU WKH VHOHFWHG ZRUNIORZ

7R GHILQH WKH RUGHU RI VWDWHV LQ D ZRUNIORZ

6HOHFW WKH :RUNIORZV LFRQ LQ WKH GDWDVRXUFH WUHH SDQH 6HOHFW D ZRUNIORZ WKDW FRQWDLQV VWDWHV 6HOHFW D VWDWH &OLFN WKH 0RYH 8S RU 0RYH 'RZQ EXWWRQV RQ WKH WRROEDU RU 5LJKWFOLFN WKH VHOHFWHG 6WDWH DQG FKRRVH Move Up RU Move Down IURP WKH SRSXS PHQX 7KH 6WDWH LV PRYHG WR LWV QHZ SRVLWLRQ ZLWKLQ WKH ZRUNIORZ
7R VHW XS WKH IROGHU VHFXULW\ VHWWLQJV RI D ZRUNIORZ

,Q WKH :RUNIORZ 3URSHUWLHV GLDORJ ER[ VHOHFW WKH )ROGHU 6HFXULW\ WDE

7R DGG XVHUV XVHU JURXSV RU DFFHVV OLVWV WR WKH VHFXULW\ REMHFWV OLVW FOLFN $GG 7KH 6HOHFW 6HFXULW\ 2EMHFWV GLDORJ ER[ RSHQV
6HOHFW WKH /LVW LWHPV RI W\SH WR GLVSOD\ $FFHVV /LVWV $OO 8VHU JURXSV 8VHUV 7KH DSSURSULDWH OLVW LWHPV GLVSOD\ )URP WKH OLVW ER[ VHOHFW WKH 8VHU *URXS RU /LVW WR DGG WKHQ FOLFN 2. %DFN RQ WKH )ROGHU 6HFXULW\ WDE RI :RUNIORZ 3URSHUWLHV VHOHFW WKH XVHU XVHU JURXS RU DFFHVV OLVW \RX MXVW DGGHG 7KH SHUPLVVLRQV FXUUHQWO\ DVVRFLDWHG ZLWK WKH REMHFW GLVSOD\

LQ WKH 3HUPLVVLRQV OLVW ER[
7XUQ RQ RU RII WKH FKHFN ER[ DVVRFLDWHG ZLWK WKH SHUPLVVLRQ \RX ZDQW WR PRGLI\ )RU PRUH LQIRUPDWLRQ DERXW SHUPLVVLRQV VHH 'RFXPHQW DQG IROGHU VHFXULW\ SHUPLVVLRQV RQ SDJH &OLFN $SSO\ WKHQ FOLFN 2.

7R DVVRFLDWH D PHVVDJLQJ DJHQW WR WKH ZRUNIORZ

2Q WKH :RUNIORZ 3URSHUWLHV GLDORJ ER[ VHOHFW WKH $JHQWV WDE &OLFN $GG 7KH 6HOHFW 0HVVDJLQJ $JHQW GLDORJ ER[ RSHQV
6HOHFW D PHVVDJLQJ DJHQW &OLFN 2. %DFN RQ WKH $JHQWV WDE RI WKH :RUNIORZ 3URSHUWLHV GLDORJ ER[ FOLFN $SSO\ WKHQ FOLFN 2. $ VWDWHV SURSHUWLHV FDQ EH YLHZHG DQG PRGLILHG HLWKHU IURP WKH OLVW RI VWDWHV XQGHU WKH 6WDWHV LFRQ RU IURP ZLWKLQ WKH ZRUNIORZ LW KDV EHHQ DGGHG WR *HQHUDO SURSHUWLHV QDPH DQG GHVFULSWLRQ FDQ EH PRGLILHG IURP HLWKHU ORFDWLRQ EXW RQO\ PHVVDJLQJ DJHQWV FDQ EH DGGHG WR D VWDWH ZKHQ LW LV VHOHFWHG IURP WKH OLVW RI VWDWHV XQGHU WKH 6WDWHV LFRQ DQG RQO\ IROGHU DQG GRFXPHQW VHFXULW\ VHWWLQJV FDQ EH DSSOLHG WR D VWDWH ZKHQ LW LV VHOHFWHG LQ WKH ZRUNIORZ LW KDV EHHQ DGGHG WR

7R PRGLI\ WKH SURSHUWLHV RI D VWDWH ZLWKLQ D ZRUNIORZ

6HOHFW WKH :RUNIORZV LFRQ LQ WKH GDWDVRXUFH WUHH SDQH 6HOHFW D ZRUNIORZ FRQWDLQLQJ VWDWHV 5LJKWFOLFN D VWDWH LQ WKH VHOHFWHG ZRUNIORZ DQG FKRRVH Properties IURP WKH SRSXS PHQX 7KH 6WDWH SURSHUWLHV GLDORJ ER[ RSHQV
6HOHFW WKH *HQHUDO WDE 0DNH WKH UHTXLUHG FKDQJHV &OLFN $SSO\

7R GHOHWH D VWDWH IURP D ZRUNIORZ

6HOHFW WKH :RUNIORZV LFRQ LQ WKH GDWDVRXUFH WUHH SDQH 6HOHFW D ZRUNIORZ WKDW FRQWDLQV VWDWHV 5LJKWFOLFN D VWDWH LQ WKH VHOHFWHG ZRUNIORZ DQG FKRRVH Delete IURP WKH SRSXS PHQX 7KH VHOHFWHG VWDWH LV GHOHWHG IURP WKH ZRUNIORZ
7R FKDQJH WKH QDPH DQGRU GHVFULSWLRQ RI D ZRUNIORZ

5LJKWFOLFN D ZRUNIORZ DQG FKRRVH Properties IURP WKH SRSXS PHQX 7KH :RUNIORZ 3URSHUWLHV GLDORJ ER[ RSHQV
,Q WKH :RUNIORZ 3URSHUWLHV GLDORJ ER[ VHOHFW WKH *HQHUDO WDE &KDQJH WKH QDPH DQGRU GHVFULSWLRQ RI WKH ZRUNIORZ &OLFN $SSO\ WKHQ FOLFN 2.

7R UHPRYH XVHUV XVHU JURXSV DFFHVV OLVWV IURP WKH VHFXULW\ REMHFWV OLVW
,Q WKH :RUNIORZ 3URSHUWLHV GLDORJ ER[ VHOHFW HLWKHU WKH )ROGHU 6HFXULW\ WDE RU WKH 'RFXPHQW 6HFXULW\ WDE 6HOHFW WKH REMHFW WR EH UHPRYHG IURP WKH OLVW &OLFN 5HPRYH 7KH REMHFW LV UHPRYHG IURP WKH OLVW &OLFN 2.
7R UHPRYH D PHVVDJLQJ DJHQW IURP WKH ZRUNIORZ

2Q WKH :RUNIORZ 3URSHUWLHV GLDORJ ER[ VHOHFW WKH $JHQWV WDE )URP WKH OLVW ER[ VHOHFW D PHVVDJLQJ DJHQW &OLFN 5HPRYH 7KH PHVVDJLQJ DJHQW LV UHPRYHG IURP WKH OLVW &OLFN $SSO\ WKHQ FOLFN 2. $ ZRUNIORZ FDQ EH GHOHWHG RQO\ LI LW LV QRW DVVRFLDWHG ZLWK D 6WDWH D )ROGHU RU $FFHVV &RQWURO
7R GHOHWH D ZRUNIORZ
6HOHFW WKH :RUNIORZV LFRQ LQ WKH GDWDVRXUFH WUHH SDQH 5LJKWFOLFN D ZRUNIORZ QDPH DQG FKRRVH Delete IURP WKH SRSXS PHQX $ FRQILUPGHOHWH DOHUW ER[ RSHQV &OLFN <HV

Overview of Environments, Attributes, and Attribute Interfaces
2YHUYLHZ RI (QYLURQPHQWV $WWULEXWHV DQG $WWULEXWH ,QWHUIDFHV

$ 3URMHFW:LVH HQYLURQPHQW LV EDVLFDOO\ D FROOHFWLRQ RI VXSSOHPHQWDO RUJDQL]DWLRQ VSHFLILF GRFXPHQW DWWULEXWHV WKDW XVHUV FDQ YLHZ RQ WKH $WWULEXWHV SDJH DQG WKH 0RUH $WWULEXWHV SDJH RQ WKH 'RFXPHQW 3URSHUWLHV GLDORJ ER[ $Q HQYLURQPHQW FDQ FRQWDLQ DWWULEXWHV DWWULEXWH OD\RXW LQWHUIDFH GRFXPHQW FRGH UHVWULFWLRQV
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

Working with Environments and Attributes
DQG WKDW HQYLURQPHQW PXVW FRQWDLQ DW OHDVW RQH DWWULEXWH
:RUNLQJ ZLWK (QYLURQPHQWV DQG $WWULEXWHV

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
$V DQ DOWHUQDWLYH WR FUHDWLQJ HQYLURQPHQWV IURP VFUDWFK \RX FDQ FRS\LQJ H[LVWLQJ HQYLURQPHQWV IURP RWKHU GDWDVRXUFHV 7R GR WKLV ORJ LQ WR ERWK GDWDVRXUFHV VHOHFW WKH H[LVWLQJ HQYLURQPHQWV LQ WKH VRXUFH GDWDVRXUFH WKHQ GUDJ DQG GURS WKHP LQWR WKH WDUJHW GDWDVRXUFH :KHQ \RX FRS\ DQ (QYLURQPHQW WKH $WWULEXWHV LQFOXGLQJ WKH SURSHUWLHV WKH ,QWHUIDFHV LQFOXGLQJ DQ\ $WWULEXWH SDJH OD\RXWV DQG WKH 'RFXPHQW FRGH LQFOXGLQJ DQ\ 'RFXPHQW FRGH UHVWULFWLRQV DUH DOVR FRSLHG

7R FUHDWH D QHZ HQYLURQPHQW ZLWK QHZ WDEOHV

5LJKWFOLFN WKH (QYLURQPHQW LFRQ DQG FKRRVH New > Environment IURP WKH SRSXS PHQX :KHQ WKH 1HZ (QYLURQPHQW :L]DUG RSHQV FOLFN 1H[W 7KH &KRRVLQJ HQYLURQPHQW W\SH VFUHHQ RSHQV

6HOHFW WKH UHTXLUHG W\SH DQG FOLFN 1H[W 7KH 1DPLQJ WKH HQYLURQPHQW VFUHHQ RSHQV
7\SH D XQLTXH QDPH IRU WKH HQYLURQPHQW DQ RSWLRQDO

GHVFULSWLRQ WKHQ FOLFN 1H[W 7KH 6HOHFWLQJ GDWDEDVH WDEOH VFUHHQ RSHQV
6HOHFW &UHDWH QHZ WDEOH W\SH D QDPH IRU WKH WDEOH LQ WKH 7DEOH WH[W ER[ WKHQ FOLFN 1H[W 7KH 'HVLJQLQJ QHZ WDEOH VFUHHQ RSHQV

&OLFN $GG 7KH 1HZ FROXPQ SURSHUWLHV GLDORJ ER[ RSHQV
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

UHTXLUHG IRU SRVVLEOH XVH DW D ODWHU GDWH :KHQ ILQLVKHG FOLFN 2. WR FORVH WKH 1HZ &ROXPQ 3URSHUWLHV GLDORJ ER[ %DFN LQ WKH 1HZ (QYLURQPHQW :L]DUG FOLFN 1H[W 7KH &KRRVLQJ HQYLURQPHQW VHWWLQJV VFUHHQ RSHQV SUHVHQWLQJ WKH IROORZLQJ RSWLRQV
2SWLRQ &UHDWH DWWULEXWH UHFRUGV ZKHQ GRFXPHQW LV FUHDWHG 0DNH WKLV HQYLURQPHQW FRPPRQ HQYLURQPHQW $FWLRQ 7KH DWWULEXWHV ZLOO EH FUHDWHG ZKHQ D GRFXPHQW LV FUHDWHG %\ GHIDXOW DWWULEXWHV DUH RQO\ FUHDWHG ZKHQ WKH ILUVW RQH LV HQWHUHG 7KH HQYLURQPHQW ZLOO EH WKH FRPPRQ RQH 7KH FRPPRQ HQYLURQPHQW LV WKH GHIDXOW HQYLURQPHQW 7KLV ZLOO EH XVHG ZKHQ FUHDWLQJ D IROGHU LQ 3URMHFW:LVH ([SORUHU LI QR RWKHU HQYLURQPHQW LV VSHFLILHG 2QO\ RQH FRPPRQ HQYLURQPHQW PD\ EH VSHFLILHG LQ D GDWDVRXUFH
7XUQ RQ RQH RU ERWK RI WKH RSWLRQV LI QHFHVVDU\ DQG FOLFN 1H[W :KHQ WKH )LQLVKLQJ 1HZ (QYLURQPHQW VFUHHQ RSHQV FOLFN )LQLVK 7KH ZL]DUG FORVHV DQG WKH QHZ HQYLURQPHQW GLVSOD\V LQ WKH HQYLURQPHQW OLVW

$ FXVWRPL]HG WDEOH PXVW H[LVW LQ RUGHU WR XVH DQ H[LVWLQJ WDEOH ZKHQ FUHDWLQJ DQ HQYLURQPHQW 7KH IROORZLQJ SURFHGXUH DVVXPHV SUHYLRXV H[SHULHQFH ZLWK FUHDWLQJ HQYLURQPHQWV DQG WDEOHV
7R FUHDWH D QHZ HQYLURQPHQW XVLQJ H[LVWLQJ WDEOHV

5LJKWFOLFN WKH (QYLURQPHQW LFRQ DQG FKRRVH New > Environment IURP WKH SRSXS PHQX :KHQ WKH 1HZ (QYLURQPHQW :L]DUG RSHQV FOLFN 1H[W 7KH &KRRVLQJ HQYLURQPHQW W\SH VFUHHQ RSHQV 6HOHFW WKH UHTXLUHG W\SH DQG FOLFN 1H[W 7KH 1DPLQJ WKH HQYLURQPHQW VFUHHQ RSHQV 7\SH D XQLTXH QDPH IRU WKH HQYLURQPHQW DQ RSWLRQDO GHVFULSWLRQ WKHQ FOLFN 1H[W 7KH 6HOHFWLQJ GDWDEDVH WDEOH VFUHHQ RSHQV
6HOHFW WKH 8VH H[LVWLQJ WDEOH RSWLRQ VHOHFW WKH UHTXLUHG WDEOH IURP

WKH GURSGRZQ OLVW WKHQ FOLFN 1H[W 7KH &KRRVLQJ HQYLURQPHQW VHWWLQJV VFUHHQ RSHQV SUHVHQWLQJ WKH IROORZLQJ RSWLRQV
2SWLRQ &UHDWH DWWULEXWH UHFRUGV ZKHQ GRFXPHQW LV FUHDWHG 0DNH WKLV HQYLURQPHQW FRPPRQ HQYLURQPHQW $FWLRQ 7KH DWWULEXWHV ZLOO EH FUHDWHG ZKHQ D GRFXPHQW LV FUHDWHG %\ GHIDXOW DWWULEXWHV DUH RQO\ FUHDWHG ZKHQ WKH ILUVW RQH LV HQWHUHG 7KH HQYLURQPHQW ZLOO EH WKH FRPPRQ RQH 7KH FRPPRQ HQYLURQPHQW LV WKH GHIDXOW HQYLURQPHQW 7KLV ZLOO EH XVHG ZKHQ FUHDWLQJ D IROGHU LQ 3URMHFW:LVH ([SORUHU LI QR RWKHU HQYLURQPHQW LV VSHFLILHG 2QO\ RQH FRPPRQ HQYLURQPHQW PD\ EH VSHFLILHG LQ D GDWDVRXUFH
7XUQ RQ RQH RU ERWK RI WKH RSWLRQV LI QHFHVVDU\ DQG FOLFN 1H[W :KHQ WKH )LQLVKLQJ 1HZ (QYLURQPHQW VFUHHQ RSHQV FOLFN )LQLVK 7KH ZL]DUG FORVHV DQG WKH QHZ HQYLURQPHQW GLVSOD\V LQ WKH HQYLURQPHQW OLVW

7R H[SRUW DQ HQYLURQPHQW
6HOHFW WKH HQYLURQPHQW WR EH H[SRUWHG 5LJKWFOLFN LQ WKH GLVSOD\ SDQH DQG FKRRVH Export IURP WKH SRSXS PHQX 7KH 6DYH $V GLDORJ ER[ RSHQV
1DYLJDWH WR WKH IROGHU ZKHUH \RX ZDQW WR VDYH \RXU ILOH 7\SH WKH UHTXLUHG ILOH QDPH &OLFN 6DYH 7KH 0HVVDJH ZLQGRZ IRU ([SRUW,PSRUW GLDORJ ER[ RSHQV

DQG WKH ILOH LV H[SRUWHG
,I WKH ILQDO PHVVDJH GLVSOD\V 'RQH HUURUV ZDUQLQJV WKH (QYLURQPHQW KDV EHHQ VXFFHVVIXOO\ H[SRUWHG ,I WKHUH DUH HUURUVZDUQLQJV VFUROO XS WKH OLVW WR LGHQWLI\ WKH HUURU 'HOHWH WKH ILOH IURP WKH IROGHU DQG UHH[SRUW WKH HQYLURQPHQW LI QHFHVVDU\ &OLFN &ORVH :KHQ \RX H[SRUW DQ (QYLURQPHQW WKH $WWULEXWHV LQFOXGLQJ WKH SURSHUWLHV WKH ,QWHUIDFHV LQFOXGLQJ DQ\ $WWULEXWH SDJH OD\RXWV WKH 'RFXPHQW FRGH LQFOXGLQJ DQ\ 'RFXPHQW FRGH UHVWULFWLRQV DUH DOVR H[SRUWHG
7R LPSRUW DQ HQYLURQPHQW
5LJKWFOLFN WKH (QYLURQPHQW LFRQ DQG FKRRVH Import IURP WKH SRSXS PHQX 7KH 2SHQ GLDORJ ER[ RSHQV 1DYLJDWH WR WKH IROGHU FRQWDLQLQJ WKH UHTXLUHG ILOH VHOHFW WKH ILOH DQG FOLFN 2SHQ 7KH 0HVVDJH ZLQGRZ IRU ([SRUW,PSRUW GLDORJ ER[ RSHQV

DQG WKH ILOH LV LPSRUWHG
,I WKH ILQDO PHVVDJH GLVSOD\V 'RQH HUURUV ZDUQLQJV WKH (QYLURQPHQW KDV EHHQ VXFFHVVIXOO\ LPSRUWHG ,I WKHUH DUH HUURUVZDUQLQJV VFUROO XS WKH OLVW WR LGHQWLI\ WKH HUURU 'HOHWH DQG UHLPSRUW WKH HQYLURQPHQW LI QHFHVVDU\ &OLFN &ORVH 7KH ,PSRUWHG HQYLURQPHQW GLVSOD\V LQ WKH GDWDVRXUFH WUHH SDQH :KHQ \RX LPSRUW DQ (QYLURQPHQW WKH $WWULEXWHV LQFOXGLQJ WKH SURSHUWLHV WKH ,QWHUIDFHV LQFOXGLQJ DQ\ $WWULEXWH SDJH OD\RXWV DQG WKH 'RFXPHQW FRGH LQFOXGLQJ DQ\ 'RFXPHQW FRGH UHVWULFWLRQV DUH DOVR LPSRUWHG

7R YLHZ WKH SURSHUWLHV RI DQ HQYLURQPHQW

6HOHFW WKH (QYLURQPHQWV LFRQ LQ WKH GDWDVRXUFH WUHH SDQH 5LJKWFOLFN DQ HQYLURQPHQW DQG FKRRVH Properties IURP WKH SRSXS PHQX 7KH (QYLURQPHQW 3URSHUWLHV GLDORJ ER[ RSHQV
7R PRGLI\ WKH JHQHUDO SURSHUWLHV RI DQ HQYLURQPHQW

,I QRW DOUHDG\ GLVSOD\HG VHOHFW WKH *HQHUDO WDE RI WKH (QYLURQPHQW 3URSHUWLHV GLDORJ ER[

0DNH WKH UHTXLUHG PRGLILFDWLRQ &OLFN $SSO\ WKHQ FOLFN 2.

7R PRGLI\ WKH DWWULEXWH SURSHUWLHV RI DQ HQYLURQPHQW

6HOHFW WKH $WWULEXWHV WDE RI WKH (QYLURQPHQW 3URSHUWLHV GLDORJ ER[
0DNH WKH UHTXLUHG PRGLILFDWLRQV &OLFN $SSO\ WKHQ FOLFN 2.

7R VHW WKH IROGHU VHFXULW\ VHWWLQJV IRU DQ HQYLURQPHQW

6HOHFW WKH )ROGHU 6HFXULW\ WDE RI WKH (QYLURQPHQW 3URSHUWLHV GLDORJ ER[

7R DGG XVHUV JURXSV DFFHVV OLVWV WR WKH VHFXULW\ REMHFWV OLVW FOLFN $GG 7KH 6HOHFW 6HFXULW\ 2EMHFWV GLDORJ ER[ RSHQV
6HOHFW WKH /LVW LWHPV RI W\SH WR GLVSOD\ $FFHVV /LVWV $OO 8VHU *URXSV 8VHUV 7KH DSSURSULDWH OLVW LWHPV GLVSOD\ )URP WKH OLVW ER[ VHOHFW WKH 8VHUV *URXSV /LVWV UHTXLUHG DQG FOLFN 2. %DFN RQ WKH )ROGHU 6HFXULW\ WDE RI WKH (QYLURQPHQW 3URSHUWLHV

GLDORJ ER[ VHOHFW WKH REMHFW WR PRGLI\ 7KH SHUPLVVLRQV DVVRFLDWHG ZLWK WKH REMHFW GLVSOD\ LQ WKH 3HUPLVVLRQV OLVW ER[
7XUQ RQ RU RII WKH FKHFN ER[ DVVRFLDWHG ZLWK WKH SHUPLVVLRQ \RX ZDQW WR FKDQJH &OLFN $SSO\ WKHQ FOLFN 2. 7KH VWHSV IRU VHWWLQJ WKH GRFXPHQW VHFXULW\ VHWWLQJV RQ WKH 'RFXPHQW 6HFXULW\ WDE DUH WKH VDPH DV WKRVH IRU VHWWLQJ IROGHU VHFXULW\ VHWWLQJV RQ WKH )ROGHU 6HFXULW\ WDE
7R UHPRYH XVHUV JURXSV DFFHVV OLVWV IURP WKH VHFXULW\ REMHFWV OLVW
2Q HLWKHU WKH )ROGHU 6HFXULW\ RU 'RFXPHQW 6HFXULW\ WDE VHOHFW

Creating Interfaces
WKH REMHFW WR EH UHPRYHG IURP WKH OLVW &OLFN 5HPRYH 7KH REMHFW LV UHPRYHG IURP WKH OLVW &OLFN $SSO\ WKHQ FOLFN 2. <RX FDQ GHOHWH DQ HQYLURQPHQW RQO\ LI LW KDV QRW EHHQ DVVRFLDWHG ZLWK D IROGHU LQ 3URMHFW:LVH ([SORUHU
7R GHOHWH DQ HQYLURQPHQW
6HOHFW WKH (QYLURQPHQWV LFRQ LQ WKH GDWDVRXUFH WUHH SDQH 5LJKWFOLFN DQ HQYLURQPHQW DQG FKRRVH Delete IURP WKH SRSXS PHQX $ FRQILUPGHOHWH DOHUW ER[ RSHQV &OLFN <HV
&UHDWLQJ ,QWHUIDFHV
$Q LQWHUIDFH LV WKH XVHUIULHQGO\ YLVXDO LPDJH RI WKH DWWULEXWHV RI D GRFXPHQW $Q ,QWHUIDFH LV XVHG WR GLVSOD\ WKH DWWULEXWHV RI DQ (QYLURQPHQW RQ WKH $WWULEXWHV SDJH DQG WKH 0RUH $WWULEXWHV SDJH IRU WKH 3URSHUWLHV RI D GRFXPHQW <RX FDQ FUHDWH D QXPEHU RI LQWHUIDFHV FRQWDLQLQJ DOO RU RQO\ VRPH RI WKH DYDLODEOH DWWULEXWHV <RX FDQ DOVR PRGLI\ WKH SURSHUWLHV RI WKH DWWULEXWHV DQG DGG SURPSWV WR WKH SDJH
$V DQ DOWHUQDWLYH WR FUHDWLQJ LQWHUIDFHV IURP VFUDWFK \RX FDQ FRS\LQJ H[LVWLQJ LQWHUIDFHV DQG WKHLU DVVRFLDWHG $WWULEXWHV DQG 0RUH $WWULEXWHV SDJHV IURP RWKHU GDWDVRXUFHV 7R GR WKLV ORJ LQ WR ERWK GDWDVRXUFHV VHOHFW WKH H[LVWLQJ LQWHUIDFHV LQ WKH VRXUFH GDWDVRXUFH WKHQ GUDJ DQG GURS WKHP LQWR WKH WDUJHW GDWDVRXUFH

Creating Interfaces
7R FUHDWH DQ LQWHUIDFH
5LJKWFOLFN WKH ,QWHUIDFH LFRQ DQG FKRRVH New ! Interface IURP WKH SRSXS PHQX 7KH 1HZ ,QWHUIDFH 3URSHUWLHV GLDORJ ER[ RSHQV
7\SH D XQLTXH 1DPH IRU WKH QHZ ,QWHUIDFH &OLFN 2. 7KH GLDORJ ER[ FORVHV DQG WKH QHZ LQWHUIDFH LV DGGHG WR WKH OLVW RI LQWHUIDFHV 7KH ,QWHUIDFH LV DXWRPDWLFDOO\ DYDLODEOH WR DOO (QYLURQPHQWV DQG GLVSOD\V LQ WKH $WWULEXWH OD\RXW REMHFWV

Creating Interfaces
7R FUHDWH DQ LQWHUIDFH DWWULEXWHV SDJH

)URP WKH GDWDVRXUFH SDQH VHOHFW WKH (QYLURQPHQW WKH $WWULEXWH ZLWKLQ WKH VHOHFWHG (QYLURQPHQW DQG WKH $WWULEXWH OD\RXW IRU ZKLFK \RX ZDQW WR FUHDWH DQ ,QWHUIDFH DWWULEXWHV SDJH 6HOHFW WKH $WWULEXWHV SDJH IROGHU 7KH 9LVXDO (GLWRU LV DFWLYDWHG DQG D EODQN SDJH GLVSOD\V

Creating Interfaces
5LJKWFOLFN WKH EODQN SDJH DQG VHOHFW Add Attributes IURP WKH SRSXS PHQX 7KH 6HOHFW $WWULEXWHV GLDORJ ER[ RSHQV
6HOHFW WKH UHTXLUHG DWWULEXWHV &OLFN 2. 7KH GLDORJ ER[ FORVHV DQG WKH DWWULEXWHV GLVSOD\ RQ WKH $WWULEXWHV SDJH
<RX FDQ XVH WKH LFRQV RQ WKH GLVSOD\HG WRROEDU WR FKDQJH WKH DWWULEXWHV SDJH GLVSOD\ OD\RXW

Creating Interfaces
7R FKDQJH WKH GLVSOD\ OD\RXW

6HOHFW DQ DWWULEXWH WKDW \RX ZDQW WR FKDQJH 7KH LWHP GLVSOD\V D VHOHFWLRQ UHFWDQJOH ZLWK VL]LQJ KDQGOHV 'R RQH RU PRUH RI WKH IROORZLQJ 5LJKWFOLFN DQG FKRRVH Select label IURP WKH SRSXS PHQX WR FKDQJH WKH DWWULEXWH DQG LWV DVVRFLDWHG ODEHO LQ WKH VDPH DFWLRQ 'UDJ VHOHFWHG LWHPV WR D QHZ SRVLWLRQ 3ODFH WKH FXUVRU ZKLFK GLVSOD\V DV D GRXEOHKHDGHG DUURZ RYHU RQH RI WKH VL]LQJ KDQGOHV DQG GUDJ WR LQFUHDVH RU GHFUHDVH WKH VL]H RI WKH LWHPV 5LJKWFOLFN DQ LWHP DQG VHOHFW Properties 7KH 3URSHUWLHV GLDORJ ER[ RSHQV
6HH 7R PRGLI\ WKH SURSHUWLHV RI DQ $WWULEXWH &OLFN RQH RI WKH LFRQV RQ WKH WRROEDU WR HLWKHU FKDQJH WKH VL]H DQGRU SRVLWLRQ RI WKH LWHPV RU FKDQJH WKH RUGHU LQ ZKLFK WKH FXUVRU PRYHV IURP LWHP WR LWHP IRU WH[W HQWU\ ZKHQ WKH 7DE NH\ LV SUHVVHG WDE RUGHU
$FWLRQ 'HOHWHV WKH VHOHFWHG LWHP IURP WKH SDJH ,FRQ $FWLRQ
,FRQ
8QGR WKH ODVW DFWLRQ
5HGR WKH ODVW DFWLRQ
$OLJQV WKH VHOHFWHG LWHPV RQ WKHLU OHIW HGJH
$OLJQV WKH VHOHFWHG LWHPV RQ WKHLU ULJKW HGJH $OLJQV WKH VHOHFWHG LWHPV RQ WKHLU ERWWRP HGJH
$OLJQV WKH VHOHFWHG LWHPV RQ WKHLU WRS HGJH

Creating Interfaces
,FRQ $FWLRQ &HQWHUV WKH VHOHFWHG LWHP YHUWLFDOO\ RQ WKH SDJH ,FRQ $FWLRQ &HQWHUV WKH VHOHFWHG LWHP KRUL]RQWDOO\ RQ WKH SDJH 6SDFHV WKH VHOHFWHG LWHPV YHUWLFDOO\ WR HDFK RWKHU 0DNHV WKH VHOHFWHG LWHPV WKH VDPH KHLJKW 7RJJOHV WKH WDE RUGHU GLVSOD\ RQRII 0RYHV WKH LWHP XS RQH OHYHO RI WKH WDE RUGHU 0RYHV WKH LWHP WR WKH ERWWRP RI WKH WDE RUGHU
6SDFHV WKH VHOHFWHG LWHPV KRUL]RQWDOO\ WR HDFK RWKHU
0DNHV WKH VHOHFWHG LWHPV WKH VDPH ZLGWK
0DNHV WKH VHOHFWHG LWHPV WKH VDPH VL]H
0RYHV WKH LWHP WR WKH WRS RI WKH WDE RUGHU
0RYHV WKH LWHP GRZQ RQH OHYHO RI WKH WDE RUGHU
7KH WDE RUGHU LV WKH RUGHU LQ ZKLFK SUHVVLQJ WKH WDE NH\ PRYHV WKH HQWU\ SRLQW IURP LWHP WR LWHP LQ WKH ,QWHUIDFH $WWULEXWHV 3DJH
7R DGG DWWULEXWHV WR WKH PRUH DWWULEXWHV SDJH

)URP WKH GDWDVRXUFH SDQH VHOHFW WKH (QYLURQPHQW WKH $WWULEXWH ZLWKLQ WKH VHOHFWHG (QYLURQPHQW DQG WKH $WWULEXWH OD\RXW IRU ZKLFK \RX ZDQW WR FUHDWH DQ ,QWHUIDFH PRUH DWWULEXWHV SDJH 6HOHFW WKH 0RUH $WWULEXWHV SDJH IROGHU 7KH 0RUH $WWULEXWHV SDJH GLVSOD\V

Creating Interfaces
5LJKWFOLFN WKH EODQN SDJH DQG VHOHFW Add Attributes IURP WKH SRSXS PHQX 7KH 6HOHFW $WWULEXWHV GLDORJ ER[ RSHQV 6HOHFW WKH UHTXLUHG DWWULEXWHV DQG FOLFN 2. 7KH VHOHFWHG LWHPV DUH DGGHG WR WKH 0RUH $WWULEXWHV SDJH ,I DQ\ RI WKH VHOHFWHG DWWULEXWHV KDYH SUHYLRXVO\ EHHQ DGGHG WR RWKHU DWWULEXWH SDJHV D ZDUQLQJ GLDORJ ER[ RSHQV FOLFN WKH DSSURSULDWH EXWWRQ WR HLWKHU PRYH WKHP IURP WKH $WWULEXWHV SDJH RU WR OHDYH WKHP ZKHUH WKH\ DUH
7R PRGLI\ WKH SURSHUWLHV RI DQ DWWULEXWH

8QGHU WKH (QYLURQPHQWV LFRQ H[SDQG D SDUWLFXODU HQYLURQPHQW 8QGHU $WWULEXWHV ULJKWFOLFN DQ DWWULEXWH DQG FKRRVH Properties

Creating Interfaces
IURP WKH SRSXS PHQX 7KH $WWULEXWH 3URSHUWLHV GLDORJ ER[ RSHQV
6HOHFW WKH *HQHUDO WDE 7KH IROORZLQJ DUH DYDLODEOH IRU PRGLILFDWLRQ
,WHP $WWULEXWH 9DOXH DUHD 8QLTXH $WWULEXWH 9DOXH DUHD 5HTXLUHG $WWULEXWH 9DOXH DUHD $FFHVV 0RGLILFDWLRQ &KHFN WR HQVXUH WKDW DQ\ DWWULEXWH YDOXH HQWHUHG LV XQLTXH LQ WKLV HQYLURQPHQW &KHFN WR HQVXUH WKDW DQ DWWULEXWH YDOXH LV DOZD\V HQWHUHG &OLFN WKH $FFHVV DUURZ WR YLHZ DYDLODEOH RSWLRQV (GLW WKH DWWULEXWH YDOXH FDQ EH HGLWHG 5HDG RQO\ WKH DWWULEXWH YDOXH FDQ EH YLHZHG EXW QRW HGLWHG &KHFN WR PDNH WKH DWWULEXWH DYDLODEOH IRU HGLWLQJ LI D GRFXPHQW LV LQ )LQDO VWDWH
$WWULEXWH 9DOXH DUHD (GLWDEOH LI ILQDO

Creating Interfaces
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
&RS\ RSWLRQV DUHD &OHDU ZKHQ &RSLHG LQVLGH HQYLURQPHQW
&RS\ RSWLRQV DUHD &OHDU ZKHQ FRSLHG RU PRYHG DFURVV HQYLURQPHQW
&RS\ RSWLRQV DUHD &OHDU ZKHQ FRSLHG RU PRYHG DFURVV GDWDVRXUFH
0DNH WKH UHTXLUHG FKDQJHV &OLFN $SSO\ 7KH FKDQJHV DUH DSSOLHG &OLFN 2. RU

Creating Interfaces
6HOHFW WKH 9DOXH WDE
7KH IROORZLQJ DUH DYDLODEOH IRU PRGLILFDWLRQ 'HIDXOW YDOXH DUHD 7\SH DQG 9DOXH HQWULHV &OLFN WKH 7\SH OLVW ER[ WR YLHZ DYDLODEOH RSWLRQV
7\SH 1RQH )L[HG 'HVFULSWLRQ 7KHUH LV QR GHIDXOW YDOXH IRU WKH DWWULEXWH 7\SH LQ WKH IL[HG YDOXH WKDW LV WKH GHIDXOW YDOXH IRU WKH DWWULEXWH $FWLRQ 9DOXH HQWU\ LV XQDYDLODEOH )RU H[DPSOH 3URMHFW:LVH

Creating Interfaces
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
6\VWHP YDULDEOH
6\VWHP YDULDEOH .H\ LQ \RXU YDULDEOH RU FOLFN %URZVH
)XQFWLRQ
)XQFWLRQ'// &OLFN %URZVH
8SGDWH YDOXH DUHD 7\SH DQG 9DOXH HQWULHV &OLFN WKH 7\SH OLVW ER[ WR YLHZ DYDLODEOH RSWLRQV 6HH VWHS 'HIDXOW YDOXH DUHD 7\SH DQG 9DOXH HQWULHV

Creating Interfaces
8SGDWH YDOXH DUHD 8SGDWH ILHOG ZKHQ OLVW ER[
7\SH RSWLRQ VHOHFWHG 1RQH )L[HG 6HOHFW 6\VWHP YDULDEOH )XQFWLRQ $FWLRQ 7KLV RSWLRQ LV QRW DYDLODEOH :KHQ WKH DWWULEXWH UHFRUG LV XSGDWHG :KHQ VRPH DWWULEXWH FROXPQV LV XSGDWHG
9DOXH OLVW DUHD /LPLW WR OLVW &KHFN WR OLPLW WKH HQWU\ WR RQO\ WKRVH RQ WKH OLVW \RX FUHDWH LI \RX VHOHFW D W\SH RWKHU WKDQ 1RQH &OHDU WR DOORZ NH\LQ RI OLVW LWHPV 9DOXH OLVW DUHD 0XOWLSOH VHOHFWLRQ &KHFN WR DOORZ PXOWLSOH VHOHFWLRQ IURP WKH OLVW \RX FUHDWH LI \RX VHOHFW D W\SH RWKHU WKDQ 1RQH &OHDU WR DOORZ RQO\ RQH VHOHFWLRQ IURP WKH OLVW 9DOXH OLVW DUHD 7\SH DQG 9DOXH 6HH VWHS 7R FUHDWH D YDOXH OLVW 0DNH WKH UHTXLUHG FKDQJHV &OLFN $SSO\ 7KH FKDQJHV DUH DSSOLHG &OLFN 2. RU

Creating Interfaces
6HOHFW WKH (GLWLQJ WDE
7KH IROORZLQJ DUH DYDLODEOH IRU PRGLILFDWLRQ

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
&RQWURO IRQW &RQWURO IRQW VL]H )RUPDW VWULQJ
(GLWLQJ RSWLRQV DUHD 0D[LPXP LQSXW WH[W OHQJWK
7KH LWHPV RQ WKH (GLWLQJ WDE DUH SULPDULO\ FRQFHUQHG ZLWK WKH DSSHDUDQFH

Creating Interfaces
RI WKH FRQWUROV LQ WKH $WWULEXWHV DQG 0RUH $WWULEXWHV SDJHV 0DNH WKH UHTXLUHG FKDQJH &OLFN $SSO\ 7KH FKDQJH LV DSSOLHG &OLFN 2. RU 6HOHFW WKH ([WUD 9DOXHV WDE
7KH IROORZLQJ DUH DYDLODEOH IRU PRGLILFDWLRQ

,WHP ([WUD YDOXHV WR 0RGLILFDWLRQ ([WUD YDOXHV FDQ EH DGGHG 7KHVH DUH QRUPDOO\ DVVRFLDWHG ZLWK H[WHUQDO DSSOLFDWLRQV DQG QRW XVHG E\ 3URMHFW:LVH

Creating Interfaces
0DNH WKH UHTXLUHG FKDQJH &OLFN $SSO\ 7KH FKDQJH LV DSSOLHG &OLFN 2. 7KH GLDORJ ER[ FORVHV
7R FUHDWH D YDOXH OLVW

)URP WKH 9DOXH OLVW W\SH VHOHFW D YDOXH RWKHU WKDQ 1RQH
7\SH )L[HG
'HVFULSWLRQ 7\SH LQ WKH IL[HG YDOXHV WKDW DUH UHTXLUHG LQ WKH IRUPDW VHSDUDWHG E\ WKH _ V\PERO RU FOLFN %URZVH
$FWLRQ 6HH 7R FUHDWH D IL[HG YDOXH OLVW

Creating Interfaces
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
)XQFWLRQ
)XQFWLRQ'// &OLFN %URZVH
7R FUHDWH D IL[HG YDOXH OLVW

6HOHFW WKH 9DOXH OLVW W\SH )L[HG &OLFN %URZVH 7KH 9DOXH 7\SH )L[HG 9DOXHV GLDORJ ER[ RSHQV

Creating Interfaces
&OLFN $GG 7KH (QWHU )L[HG 9DOXH GLDORJ ER[ RSHQV
7\SH WKH YDOXH WR DSSHDU RQ WKH OLVW IRU H[DPSOH 3URMHFW:LVH $GPLQLVWUDWRU 2SWLRQDO 7\SH D GHVFULSWLRQ &OLFN 2. 7KH GLDORJ ER[ FORVHV DQG WKH LWHP GLVSOD\V LQ WKH OLVW 5HSHDW VWHSV WKURXJK IRU DOO WKH LWHPV UHTXLUHG LQ WKH OLVW IRU H[DPSOH 3URMHFW:LVH ([SORUHU 3URMHFW:LVH 0DUNXS 0DQDJHU &OLFN 2. 7KH GLDORJ ER[ FORVHV DQG WKH OLVW GLVSOD\V ZLWK HDFK LWHP VHSDUDWHG E\ WKH _ V\PERO <RX FDQ GHOHWH DQ LQWHUIDFH RQO\ LI WKH LQWHUIDFH LV QRW UHIHUHQFHG E\ DQ HQYLURQPHQW +RZHYHU LI WKH LQWHUIDFH KDV KDG $WWULEXWH SDJHV FUHDWHG IRU LW \RX FDQQRW GHOHWH LW ZLWKRXW ILUVW GHOHWLQJ WKH FRQWHQWV RI WKH DWWULEXWH SDJH
7R GHOHWH DQ LQWHUIDFH
6HOHFW WKH ,QWHUIDFH LFRQ LQ WKH GDWDVRXUFH WUHH SDQH 5LJKWFOLFN DQ LQWHUIDFH DQG FKRRVH Delete IURP WKH SRSXS PHQX $ FRQILUP GHOHWH DOHUW ER[ RSHQV &OLFN <HV

Defining Document Codes
'HILQLQJ 'RFXPHQW &RGHV

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

DQG WR RU DQ\ QXPEHUV LQ WKH *%5 (3 UDQJH RI GRFXPHQW FRGHV DQG FRXOG WKHUHIRU PDNH DSSURSULDWH UHVHUYDWLRQV LI UHTXLUHG 7KH IROORZLQJ SURFHGXUH 7R GHILQH D GRFXPHQW FRGH SURYLGHV DQ H[DPSOH RI KRZ WR GHILQH D GRFXPHQW FRGH WR FRQWDLQ WKH 2IILFH FRGH 3URMHFW FRGH DQG WKH GRFXPHQW QXPEHU *%5(3 7KH GRFXPHQW FRGH LV WR EH VWRUHG LQ D SODFHKROGHU WKH DWWULEXWH XVHG WR VWRUH WKH SURGXFW RI WKH FRPELQHG DWWULEXWHV FRQWDLQHG LQ WKH GHILQHG GRFXPHQW FRGH GRFBFRGH
7R GHILQH D GRFXPHQW FRGH

6HOHFW WKH (QYLURQPHQWV LFRQ LQ WKH GDWDVRXUFH WUHH SDQH 6HOHFW WKH HQYLURQPHQW IRU ZKLFK \RX ZDQW WR GHILQH D GRFXPHQW FRGH )URP WKH Action PHQX FKRRVH Define document code RU 5LJKWFOLFN WKH VHOHFWHG HQYLURQPHQW DQG FKRRVH Define document code IURP WKH SRSXS PHQX :KHQ WKH 'RFXPHQW &RGH 'HILQLWLRQ :L]DUG RSHQV FOLFN 1H[W 7KH &KRRVLQJ GRFXPHQW FRGH W\SH VFUHHQ RSHQV

6HOHFW WKH UHTXLUHG RSWLRQ

<HV , ZRXOG OLNH WR GHILQH D VHULDO QXPEHU IRU WKLV HQYLURQPHQW 1R , GR QRW LQWHQG WR XVH D VHULDO QXPEHU IRU WKLV HQYLURQPHQW 6HULDO QXPEHU LV XVHG WR GHILQH WKH 3URMHFW FRGH DQG 'HSDUWPHQW 7KLV LV WKH UHFRPPHQGHG GHIDXOW RSWLRQ ,I \RX ZDQW WR XVH RQO\ D GRFXPHQW QXPEHU ZLWK QR GHILQLWLRQ VHOHFW WKLV RSWLRQ
&OLFN 1H[W 7KH 'HILQLQJ VHULDO QXPEHU FRQWH[W VFUHHQ RSHQV
6HOHFW WKH UHTXLUHG DWWULEXWHV IURP WKH DYDLODEOH DWWULEXWHV SDQH &OLFN WKH DUURZ EXWWRQ WR PRYH WKH DWWULEXWHV WR WKH 6HULDO QXPEHU

FRQWH[W DWWULEXWHV SDQH RIILFHBFRGH DQG SURMHFWBFRGH &OLFN 1H[W 7KH 'HILQLQJ VHULDO QXPEHU VFUHHQ RSHQV

6HOHFW WKH DWWULEXWH WR EH XVHG DV WKH VHULDO QXPEHU VHUBQR 7KH QDPH RI WKH VHOHFWHG DWWULEXWH GLVSOD\V DV WKH VHOHFWHG FROXPQ &OLFN 1H[W 7KH 6HOHFWLQJ RWKHU FRGH SDUWV VFUHHQ RSHQV
6HOHFW WKH DWWULEXWHV WR EH XVHG DV RWKHU SDUWV RI WKH FRGH IURP

WKH $YDLODEOH DWWULEXWHV SDQH &OLFN WKH DUURZ EXWWRQ WR PRYH WKH DWWULEXWHV WR WKH 'RFXPHQW FRGH SDUWV SDQH &OLFN 1H[W 7KH 'HILQLQJ SODFHKROGHU VFUHHQ RSHQV
6HOHFW WKH UHTXLUHG RSWLRQ 2SWLRQDO ,I QRW XVLQJ D SODFHKROGHU VNLS WR VWHS RU ,I XVLQJ D SODFHKROGHU VHOHFW WKH DWWULEXWH WR XVH DV WKH SODFHKROGHU LQ WKLV FDVH GRFBFRGH ,I WKHUH ZDV QR DWWULEXWH ILHOG QDPH DOORFDWHG IRU WKLV LWHP LQ WKH FUHDWLRQ RI WKH HQYLURQPHQW WDEOH \RX FRXOG XVH RQH

RI WKH H[WUD ILHOGV H[WUDBD H[WUDBE H[WUDBF RU H[WUDBG 7KH QDPH RI WKH VHOHFWHG DWWULEXWH GLVSOD\V DV WKH VHOHFWHG FROXPQ &OLFN 1H[W 7KH 'HILQLQJ DGGLWLRQDO DWWULEXWHV VFUHHQ RSHQV
6HOHFW WKH UHTXLUHG DWWULEXWHV IURP WKH DYDLODEOH DWWULEXWHV SDQH &OLFN WKH DUURZ EXWWRQ WR PRYH WKH DWWULEXWHV WR WKH 8VHG

DGGLWLRQDO DWWULEXWHV SDQH &OLFN 1H[W 7KH 'HILQLQJ FRGH IRUPDWWLQJ VFUHHQ RSHQV
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
7R DGG DQ DOORZ UHVWULFWLRQ WR D GRFXPHQW FRGH GHILQLWLRQ

6HOHFW WKH (QYLURQPHQW IRU ZKLFK \RX ZDQW WR FUHDWH D GRFXPHQW FRGH UHVWULFWLRQ 6HOHFW WKH 'RFXPHQW FRGH UHVWULFWLRQV LFRQ )URP WKH Action PHQX FKRRVH New ! Restriction RU 5LJKWFOLFN RQ WKH VHOHFWHG LFRQ DQG FKRRVH New ! Restriction

IURP WKH SRSXS PHQX 7KH 1HZ 5HVWULFWLRQ 3URSHUWLHV GLDORJ ER[ RSHQV
7\SH D XQLTXH GHVFULSWLRQ IRU WKH QHZ UHVWULFWLRQ LQ WKH 'HVFULSWLRQ WH[W ER[ &OLFN WKH 5HVWULFWLRQ W\SH DUURZ WR YLHZ WKH DYDLODEOH RSWLRQV
5HVWULFWLRQ W\SH $OORZHG )RUELGGHQ 8VHG WR GHILQH 7KH DOORZHG DWWULEXWHV IRU WKH GRFXPHQW FRGH FRQWH[W DQGRU VHW WKH UHVWULFWLRQ OLPLWV WR D UDQJH RI QXPEHUV 7KH IRUELGGHQ DWWULEXWHV IRU WKH GRFXPHQW FRGH FRQWH[W DQGRU VHW D UDQJH RI QXPEHUV WKDW D XVHU LV QRW DEOH WR XVH 7KH UHVHUYHG DWWULEXWHV IRU WKH GRFXPHQW FRGH FRQWH[W DQGRU UHVHUYH D UDQJH RI QXPEHUV IRU D VSHFLILF XVH 7KH UDQJH PXVW KDYH WKH UHVHUYH UHPRYHG EHIRUH WKH QXPEHUV FDQ EH DOORFDWHG
5HVHUYHG
6HOHFW WKH UHTXLUHG RSWLRQ )RU WKLV H[DPSOH VHOHFW $OORZHG 7\SH WKH $WWULEXWH WKDW GHILQHV WKH GRFXPHQW FRGH FRQWH[W )RU WKLV H[DPSOH

W\SH GBR LQ WKH RIILFHBFRGH WH[W ER[ DQG EP1 LQ WKH SURMHFWBFRGH WH[W ER[ 7\SH WKH UHTXLUHG ORZHU UDQJH )RU WKLV H[DPSOH W\SH 0001 7\SH WKH UHTXLUHG XSSHU UDQJH )RU WKLV H[DPSOH W\SH 1000 &OLFN $SSO\ 7KH 'RFXPHQW FRGH UHVWULFWLRQ GLVSOD\V LQ WKH GLVSOD\ SDQH &OLFN 2. 7KH GLDORJ ER[ FORVHV
7R DGG D IRUELGGHQ UHVWULFWLRQ WR D GRFXPHQW FRGH GHILQLWLRQ

6HOHFW WKH (QYLURQPHQW IRU ZKLFK \RX ZDQW WR FUHDWH D GRFXPHQW FRGH UHVWULFWLRQ 6HOHFW WKH 'RFXPHQW FRGH UHVWULFWLRQV LFRQ )URP WKH Action PHQX FKRRVH New ! Restriction RU 5LJKWFOLFN LQ WKH VHOHFWHG LFRQ DQG FKRRVH New ! Restriction

5HVHUYHG
6HOHFW WKH UHTXLUHG RSWLRQ )RU WKLV H[DPSOH VHOHFW )RUELGGHQ 7\SH WKH $WWULEXWH WKDW GHILQHV WKH GRFXPHQW FRGH FRQWH[W )RU WKLV H[DPSOH

W\SH GBR LQ WKH RIILFHBFRGH WH[W ER[ DQG EP1 LQ WKH SURMHFWBFRGH WH[W ER[ 7\SH WKH UHTXLUHG ORZHU UDQJH )RU WKLV H[DPSOH W\SH 500 7\SH WKH UHTXLUHG XSSHU UDQJH )RU WKLV H[DPSOH W\SH 750 &OLFN $SSO\ 7KH 'RFXPHQW FRGH UHVWULFWLRQ GLVSOD\V LQ WKH GLVSOD\ SDQH &OLFN 2. 7KH GLDORJ ER[ FORVHV
7R DGG D UHVHUYHG UHVWULFWLRQ WR D GRFXPHQW FRGH GHILQLWLRQ

6HOHFW WKH (QYLURQPHQW IRU ZKLFK \RX ZDQW WR FUHDWH D GRFXPHQW FRGH UHVWULFWLRQ 6HOHFW WKH 'RFXPHQW FRGH UHVWULFWLRQV LFRQ )URP WKH Action PHQX FKRRVH New ! Restriction RU 5LJKWFOLFN LQ WKH VHOHFWHG LFRQ DQG FKRRVH New ! Restriction

5HVHUYHG
6HOHFW WKH UHTXLUHG RSWLRQ )RU WKLV H[DPSOH VHOHFW 5HVHUYHG 7\SH WKH $WWULEXWH WKDW GHILQHV WKH GRFXPHQW FRGH FRQWH[W )RU WKLV H[DPSOH

Setting Up Attribute Exchange Rules
W\SH GBR LQ WKH RIILFHBFRGH WH[W ER[ DQG EP1 LQ WKH SURMHFWBFRGH WH[W ER[ 7\SH WKH UHTXLUHG ORZHU UDQJH )RU WKLV H[DPSOH W\SH 900 7\SH WKH UHTXLUHG XSSHU UDQJH )RU WKLV H[DPSOH W\SH 1000 &OLFN $SSO\ 7KH 'RFXPHQW FRGH UHVWULFWLRQ GLVSOD\V LQ WKH GLVSOD\ SDQH &OLFN 2. 7KH GLDORJ ER[ FORVHV ,I WKH $OORZHG UHVWULFWLRQ KDV DQ HQWU\ WKDW GHILQHV WKH GRFXPHQW FRGH FRQWH[W WKLV PXVW EH VKRZQ ZKHQ FUHDWLQJ D 5HVHUYHG UHVWULFWLRQ
6HWWLQJ 8S $WWULEXWH ([FKDQJH 5XOHV

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
$WWULEXWH ([FKDQJH PHFKDQLVP

Adding a new attribute class
7KH $WWULEXWH ([FKDQJH 5XOHV LWHP DSSHDUV LQ \RXU GDWDVRXUFH LI L'HVNWRS $WWULEXWH $GPLQLVWUDWRU ZDV HQDEOHG GXULQJ LQVWDOODWLRQ RI 3URMHFW:LVH $GPLQLVWUDWRU HLWKHU WKURXJK D FRPSOHWH RU FXVWRP LQVWDOODWLRQ
3URMHFW:LVH $GPLQLVWUDWRU &RQVROH $WWULEXWH ([FKDQJH 5XOHV W\SH OLVW
7KHUH DUH WKUHH $WWULEXWH ([FKDQJH 5XOHV W\SHV 0LFUR6WDWLRQ 7LWOH %ORFNV VHH SDJH $XWR&$' 7LWOH %ORFNV VHH SDJH 0LFURVRIW 2IILFH $WWULEXWH 6XSSRUW VHH SDJH
6HOHFW WKH UHTXLUHG $WWULEXWH ([FKDQJH 5XOHV W\SH WR YLHZ SUHYLRXVO\ GHILQHG $WWULEXWH FODVVHV 7KHVH FDQ EH PRGLILHG GHOHWHG DQG QHZ RQHV FUHDWHG
$GGLQJ D QHZ DWWULEXWH FODVV

$ QHZ DWWULEXWH FODVV FDQ EH DGGHG 7KH UHTXLUHG DWWULEXWHV DUH WKHQ DGGHG WR WKH DWWULEXWH FODVV 7KH DWWULEXWH FODVV QDPH LV DQ H[SODQDWRU\ RQH IRU \RXU FRQYHQLHQFH LW KDV QR GLUHFW EHDULQJ RQ WKH ELQGLQJ EHWZHHQ WKH DWWULEXWH DQG WKH ILHOG QDPH LQ WKH HQYLURQPHQW
7R DGG D QHZ DWWULEXWH FODVV

5LJKWFOLFN WKH $WWULEXWH ([FKDQJH 5XOHV W\SH DQG FKRRVH New >

Attribute Class IURP WKH SRSXS PHQX 7KH 1HZ $WWULEXWH &ODVV 3URSHUWLHV GLDORJ ER[ RSHQV
7\SH D XQLTXH QDPH IRU WKH QHZ $WWULEXWH FODVV &OLFN 2. 7KH QHZ $WWULEXWH FODVV QDPH DGGV WR WKH OLVW LQ WKH GLVSOD\ SDQH
7R FUHDWH RU DGG DWWULEXWHV WR DQ DWWULEXWH FODVV

([SDQG $WWULEXWH ([FKDQJH 5XOHV DQG VHOHFW WKH DWWULEXWH FODVV WR ZKLFK \RX ZDQW WR DGG DWWULEXWHV 5LJKWFOLFN WKH $WWULEXWH FODVV DQG FKRRVH New > Attribute IURP WKH SRSXS PHQX

:KHQ WKH 1HZ $WWULEXWH :L]DUG RSHQV FOLFN 1H[W 7KH 1DPLQJ WKH DWWULEXWH VFUHHQ RSHQV
7\SH D XQLTXH WR WKLV $WWULEXWH FODVV QDPH WKHQ FOLFN 1H[W 7KH XQLTXH QDPH \RX W\SH VKRXOG EH D QDPH WKDW FRUUHVSRQGV WR WKH GHILQHG WDJ

QDPH \RX ZDQW WR DVVRFLDWH WR WKLV FODVV PDNH VXUH \RX XVH WKH FRUUHFW FDVH 2SWLRQDO :KHQ WKH %LQGLQJ WKH DWWULEXWH VFUHHQ RSHQV FOLFN $GG
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

LV QXPHULF LV GDWH DE LV WH[W
2SWLRQDO 6HOHFW WKH ILHOG QDPH LQ WKH OLVW ER[ DQG FOLFN HLWKHU )RUPDW RU 'HIDXOW IRUPDW &OLFNLQJ 'HIDXOW IRUPDW DVVLJQV WKH GHIDXOW IRUPDW WR WKH ILHOG &OLFNLQJ )RUPDW RSHQV WKH DSSURSULDWH )RUPDWWLQJ GLDORJ ER[ GHSHQGLQJ RQ WKH VHOHFWHG ILHOG W\SH LQ RUGHU IRU \RX WR FKDQJH WKH IRUPDW 6WULQJ IRUPDWWLQJ

Creating a title block in MicroStation
,QWHJHU YDOXH IRUPDWWLQJ
'DWHWLPH IRUPDWWLQJ
2SWLRQDO 6HOHFW WKH UHTXLUHG IRUPDW WKHQ FOLFN 2. WR FORVH WKH )RUPDWWLQJ GLDORJ ER[ :KHQ \RX KDYH ILQLVKHG IRUPDWWLQJ \RXU ELQGLQJV LQ WKH ZL]DUG FOLFN 1H[W :KHQ WKH )LQLVK 1HZ $WWULEXWH :L]DUG VFUHHQ RSHQV FOLFN )LQLVK 7KH 1HZ $WWULEXWH :L]DUG FORVHV DQG WKH QHZ DWWULEXWH GLVSOD\V LQ WKH GLVSOD\ SDQH
&UHDWLQJ D WLWOH EORFN LQ 0LFUR6WDWLRQ

2QO\ D IHZ VWHSV DUH UHTXLUHG WR HVWDEOLVK WKH DXWRPDWLF WUDQVIHU RI DWWULEXWHV EHWZHHQ WKH 3URMHFW:LVH GDWDEDVH DQG WKH GHVLJQ ILOH 'HILQH 7DJ 6HWV DQG 7DJV 3ODFLQJ WKH WDJV ZLWKLQ WKH GHVLJQ ILOH RU FUHDWLQJ D &HOO IRU SODFHPHQW DQG IXWXUH XVH

'HILQLQJ WKH $WWULEXWH ([FKDQJH 5XOHV 7KLV VWHS LQYROYHV ELQGLQJ WKH DWWULEXWHV LQ \RXU 3URMHFW:LVH GDWDEDVH WR WKH WDJV XVHG LQ \RXU GHVLJQ ILOH 'HILQLQJ WKH 8SGDWH FRQGLWLRQV
7KH ILUVW VWHS LV WR SODFH WKH WDJV WKDW FDUU\ WKH 7LWOH %ORFN GDWD LQ D 0LFUR6WDWLRQ GHVLJQ ILOH 7KLV LQIRUPDWLRQ FDQ WKHQ EH XVHG LQ WKH IROORZLQJ ZD\V FUHDWH D FHOO FRQWDLQLQJ WKHVH WDJV WKLV FHOO FRXOG EH D 7LWOH %ORFN RU WKH FRPSOHWH GUDZLQJ IUDPH ZKLFK \RX FDQ SODFH LQ DQ\ GHVLJQ ILOH XVH WKH ILOH LWVHOI DV D WHPSODWH ZLWKLQ 3URMHFW:LVH ZKHQ FUHDWLQJ QHZ GHVLJQ ILOHV
'HILQLQJ WDJ VHWV DQG FUHDWLQJ WDJV LQ WKHVH VHWV LV GHVFULEHG LQ WKH 7DJJLQJ (OHPHQWV VHFWLRQ RI WKH 0LFUR6WDWLRQ 8VHU *XLGH 7DJ VHWV FDQ FRQWDLQ RQH RU D QXPEHU RI WDJV ZKHQ DWWDFKLQJ WKH WDJV LQ \RXU GHVLJQ UHPHPEHU WKDW WKH DFWLYH VHWWLQJV IRU HOHPHQWV DSSO\ IRU HDFK SODFHG WDJ DQG WKHVH VHWWLQJV ZLOO DSSO\ DQG EH UHSURGXFHG ZKHQ DWWULEXWH H[FKDQJH WDNHV SODFH
&UHDWLQJ WKH DWWULEXWH H[FKDQJH UXOHV IRU 0LFUR6WDWLRQ

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

ELQGLQJ WKH $WWULEXWH WR DQ (QYLURQPHQW DQG 3URSHUW\ 7\SH HVWDEOLVKLQJ WKH FRQGLWLRQV IRU XSGDWH WKHVH FRQGLWLRQV PD\ EH FKDQJHG DW DQ\ WLPH GHSHQGLQJ RQ WKH DFWLRQ WR EH SHUIRUPHG
,Q RUGHU WR FUHDWH OLQNV EHWZHHQ WKH DWWULEXWHV 7DJV LQ \RXU WLWOH EORFN GHVLJQ ILOH DQG WKH DWWULEXWHV LQ \RXU GDWDEDVH \RX PXVW ILUVW FUHDWH WKH $WWULEXWH &ODVVHV DQG $WWULEXWHV 7KLV LV SHUIRUPHG ZLWKLQ 3URMHFW:LVH $GPLQLVWUDWRU LQ WKH 0LFUR6WDWLRQ 7LWOH %ORFN RSWLRQ XQGHU WKH $WWULEXWH ([FKDQJH 5XOHV REMHFW 6HH $GGLQJ D QHZ DWWULEXWH FODVV
(VWDEOLVKLQJ ZKHQ WKH XSGDWH RFFXUV

7DJV LQ WKH GHVLJQ ILOH FDQ EH DXWRPDWLFDOO\ XSGDWHG DFFRUGLQJ WR WKH 6HOHFWHG 8SGDWH ILOH FRQGLWLRQ (DFK DSSOLFDWLRQ VXFK DV $XWR&$' 0LFUR6WDWLRQ RU 06 2IILFH FDQ KDYH GLIIHUHQW XSGDWH FRQGLWLRQV HVWDEOLVKHG EXW JHQHUDOO\ WKH XVHU ZLOO XVH WKH VDPH VHWWLQJV IRU DOO DSSOLFDWLRQV 7KHUH LV D FKRLFH RI 8SGDWLQJ ZKHQ GRFXPHQW LV 2SHQHG 8SGDWLQJ ZKHQ GRFXPHQW LV &KHFNHG RXW 8SGDWLQJ ZKHQ GRFXPHQW LV &RSLHG RXW
7R HVWDEOLVK ZKHQ WKH XSGDWH RFFXUV

,Q 3URMHFW:LVH $GPLQLVWUDWRU H[SDQG WKH $WWULEXWH ([FKDQJH 5XOHV WUHH 6HOHFW 0LFUR6WDWLRQ 7LWOH %ORFNV RSWLRQ )URP WKH Action PHQX FKRRVH Properties RU 5LJKWFOLFN WKH 0LFUR6WDWLRQ 7LWOH %ORFNV RSWLRQ DQG FKRRVH

Properties IURP WKH SRSXS PHQX 7KH 0LFUR6WDWLRQ 7LWOH %ORFNV 3URSHUWLHV GLDORJ ER[ RSHQV 6HOHFW WKH UHTXLUHG 8SGDWH ILOH FRQGLWLRQ :KHQ XVLQJ WKH L'HVNWRS %XON $WWULEXWH 8SGDWH WRRO VHOHFW WKH 8SGDWH )LOH &RQGLWLRQV 'RFXPHQW LV 2SHQHG RQO\
([SRUW DQG LPSRUW PDSSLQJV

7KHVH IXQFWLRQV JLYH WKH DELOLW\ WR ([SRUW PDSSLQJV WR DQ $6&,, ILOH IRUPDW ZKLFK FRXOG LI GHVLUHG EH PDQXDOO\ HGLWHG DQG LPSRUWHG EDFN LQWR WKH V\VWHP 7KHUH DUH WZR OHYHOV RI PDSSLQJ ([SRUW ,PSRUW DYDLODEOH )URP WKH $WWULEXWH ([FKDQJH 5XOHV VHFWLRQ ZKLFK DOORZV WKH ([SRUW ,PSRUW RI DOO PDSSLQJV )URP 0LFUR6WDWLRQ 7LWOH %ORFNV RU $XWR&$' 7LWOH %ORFNV 06 2IILFH $WWULEXWH 6XSSRUW ZKLFK DOORZV WKH ([SRUW RI WKDW VXE VHW RQO\
$OO ,PSRUWV DUH GRQH IURP WKH $WWULEXWH ([FKDQJH 5XOHV REMHFW DQG QRW IURP WKH VXE VHW 7KHUH DUH WZR H[SRUW RSWLRQV ([SRUW 0DSSLQJ 7KLV RSWLRQ LQFOXGHV WKH ELQGLQJV IRU HDFK $WWULEXWH WR DQ HQYLURQPHQW ([SRUW 0DSSLQJ DV 7HPSODWH 7KLV RSWLRQ H[FOXGHV WKH ELQGLQJ WR DQ HQYLURQPHQW DQG ZRXOG DOORZ HLWKHU PDQXDO HGLWLQJ RU LPSRUWLQJ WR D V\VWHP DQG FRQILJXUDWLRQ XVLQJ WKH 3URMHFW:LVH $GPLQLVWUDWRU
7R H[SRUW D PDSSLQJ
,Q 3URMHFW:LVH $GPLQLVWUDWRU VHOHFW HLWKHU WKH $WWULEXWH ([FKDQJH 5XOHV REMHFW RU WKH UHTXLUHG VXE VHW $XWR&$' 7LWOH %ORFNV 0LFUR6WDWLRQ 7LWOH %ORFNV 06 2IILFH $WWULEXWH 6XSSRUW )URP WKH Action PHQX FKRRVH Export Mapping RU Export

Creating a title block in AutoCAD
Mapping as Template RU 5LJKWFOLFN WKH VHOHFWHG REMHFW DQG FKRRVH Export Mappings RU Export Mapping as Template IURP WKH SRSXS PHQX 7KH 6DYH DV GLDORJ ER[ RSHQV 6HOHFW WKH UHTXLUHG ([SRUW ORFDWLRQ &OLFN 6DYH
7R LPSRUW D PDSSLQJ
,Q 3URMHFW:LVH $GPLQLVWUDWRU VHOHFW WKH $WWULEXWH ([FKDQJH 5XOHV REMHFW )URP WKH Action PHQX FKRRVH Import Mappings RU 5LJKWFOLFN WKH VHOHFWHG REMHFW DQG FKRRVH Import Mappings IURP WKH SRSXS PHQX 7KH ,PSRUW 0DSSLQJV :DUQLQJ GLDORJ ER[ RSHQV 6HOHFW WKH UHTXLUHG ([SRUW ORFDWLRQ 7KLV VWDWHV WKDW WKH ,PSRUW ZLOO GHOHWH DOO H[LVWLQJ FODVVHV DWWULEXWHV DQG ELQGLQJV IRU PDSSLQJV WKDW H[LVW 'R \RX ZLVK WR FRQWLQXH" 6HOHFW <HV RU 1R ,I <HV WKH 2SHQ ILOH GLDORJ ER[ RSHQV 6HOHFW WKH UHTXLUHG ILOH LQL DQG FOLFN 2SHQ 7KH PDSSLQJ LV LPSRUWHG
&UHDWLQJ D WLWOH EORFN LQ $XWR&$'

2QO\ D IHZ VWHSV DUH UHTXLUHG WR HVWDEOLVK WKH DXWRPDWLF WUDQVIHU RI DWWULEXWHV EHWZHHQ WKH 3URMHFW:LVH GDWDEDVH DQG WKH GUDZLQJ ILOH 'HILQH WKH EORFNV DQG DWWULEXWHV 7DJV 3ODFLQJ WKH EORFN LQ WKH GUDZLQJ ILOH RU FUHDWLQJ D ZEORFN IRU SODFHPHQW DQG IXWXUH XVH 'HILQLQJ WKH $WWULEXWH ([FKDQJH 5XOHV 7KLV VWHS LQYROYHV ELQGLQJ

WKH DWWULEXWHV LQ \RXU 3URMHFW:LVH GDWDEDVH WR WKH DWWULEXWHV 7DJV FRQWDLQHG ZLWKLQ WKH EORFN SODFHG LQ \RXU GUDZLQJ ILOH 'HILQLQJ WKH 8SGDWH FRQGLWLRQV
7KH ILUVW VWHS LV WR FUHDWH D EORFN FRQWDLQLQJ WKH DWWULEXWH 7DJ GDWD WKDW ZLOO KROG WKH 7LWOH %ORFN GDWD LQ DQ $XWR&$' GUDZLQJ ILOH &UHDWH D EORFN FRQWDLQLQJ WKH DWWULEXWH GDWD WKLV EORFN FRXOG LI GHVLUHG EH D 7LWOH %ORFN RU WKH ZKROH GUDZLQJ IUDPH ZKLFK FDQ EH SODFHG LQ DQ\ GUDZLQJ ILOH 8VH WKH ILOH LWVHOI DV D WHPSODWH ZLWKLQ 3URMHFW:LVH ZKHQ FUHDWLQJ QHZ GUDZLQJ ILOHV
%ORFNV FDQ FRQWDLQ RQH RU D QXPEHU RI WDJV :KHQ GHILQLQJ WKH EORFN UHPHPEHU WKDW WKH DFWLYH VHWWLQJV IRU HOHPHQWV DSSO\ IRU HDFK SODFHG DWWULEXWH DQG WKHVH VHWWLQJV ZLOO DSSO\ DQG EH UHSURGXFHG ZKHQ $WWULEXWH ([FKDQJH WDNHV SODFH
&UHDWLQJ WKH DWWULEXWH H[FKDQJH UXOHV IRU $XWR&$'

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

,Q RUGHU WR FUHDWH OLQNV EHWZHHQ WKH DWWULEXWHV 7DJV LQ \RXU WLWOH EORFN GUDZLQJ ILOH DQG WKH DWWULEXWHV LQ \RXU GDWDEDVH \RX PXVW ILUVW FUHDWH WKH $WWULEXWH &ODVVHV DQG $WWULEXWHV 7KLV LV SHUIRUPHG ZLWKLQ WKH 3URMHFW:LVH $GPLQLVWUDWRU LQ WKH $XWR&$' 7LWOH %ORFN VXE RSWLRQ XQGHU WKH $WWULEXWH ([FKDQJH 5XOHV REMHFW 6HH $GGLQJ D 1HZ $WWULEXWH FODVV
(VWDEOLVKLQJ ZKHQ WKH XSGDWH RFFXUV

$WWULEXWHV 7DJV LQ WKH GUDZLQJ ILOH FDQ EH DXWRPDWLFDOO\ XSGDWHG DFFRUGLQJ WR WKH 6HOHFWHG 8SGDWH ILOH FRQGLWLRQ (DFK DSSOLFDWLRQ $XWR&$' 0LFUR6WDWLRQ RU 06 2IILFH FDQ KDYH GLIIHUHQW XSGDWH FRQGLWLRQV HVWDEOLVKHG EXW JHQHUDOO\ \RX ZLOO XVH WKH VDPH VHWWLQJV IRU DOO DSSOLFDWLRQV 7KHUH LV D FKRLFH RI 8SGDWLQJ ZKHQ GRFXPHQW LV 2SHQHG 8SGDWLQJ ZKHQ GRFXPHQW LV &KHFNHG RXW 8SGDWLQJ ZKHQ GRFXPHQW LV &RSLHG RXW
7R HVWDEOLVK ZKHQ WKH XSGDWH RFFXUV

,Q 3URMHFW:LVH $GPLQLVWUDWRU H[SDQG WKH $WWULEXWH ([FKDQJH 5XOHV WUHH 6HOHFW $XWR&$' 7LWOH %ORFNV RSWLRQ )URP WKH Action PHQX FKRRVH Properties RU 5LJKWFOLFN WKH $XWR&$' 7LWOH %ORFNV RSWLRQ DQG FKRRVH Properties IURP WKH SRSXS PHQX 7KH $XWR&$' 7LWOH %ORFNV 3URSHUWLHV GLDORJ ER[ RSHQV 6HOHFW WKH UHTXLUHG 8SGDWH ILOH FRQGLWLRQ :KHQ XVLQJ WKH L'HVNWRS %XON $WWULEXWH 8SGDWH WRRO VHOHFW WKH 8SGDWH )LOH &RQGLWLRQV 'RFXPHQW LV 2SHQHG RQO\

([SRUW DQG LPSRUW PDSSLQJV

7KHVH IXQFWLRQV JLYH WKH DELOLW\ WR ([SRUW PDSSLQJV WR DQ $6&,, ILOH IRUPDW ZKLFK FRXOG LI GHVLUHG EH PDQXDOO\ HGLWHG DQG LPSRUWHG EDFN LQWR WKH V\VWHP 7KHUH DUH WZR OHYHOV RI PDSSLQJ ([SRUW ,PSRUW DYDLODEOH )URP WKH $WWULEXWH ([FKDQJH 5XOHV VHFWLRQ ZKLFK DOORZV WKH ([SRUW ,PSRUW RI DOO PDSSLQJV )URP $XWR&$' 7LWOH %ORFNV RU 0LFUR6WDWLRQ 7LWOH %ORFNV 06 2IILFH $WWULEXWH 6XSSRUW ZKLFK DOORZV WKH ([SRUW RI WKDW VXE VHW RQO\
$OO ,PSRUWV DUH GRQH IURP WKH $WWULEXWH ([FKDQJH 5XOHV REMHFW DQG QRW IURP WKH VXE VHW 7KHUH DUH WZR H[SRUW RSWLRQV ([SRUW 0DSSLQJ 7KLV RSWLRQ LQFOXGHV WKH ELQGLQJV IRU HDFK $WWULEXWH WR DQ HQYLURQPHQW ([SRUW 0DSSLQJ DV 7HPSODWH 7KLV RSWLRQ H[FOXGHV WKH ELQGLQJ WR DQ HQYLURQPHQW DQG ZRXOG DOORZ HLWKHU PDQXDO HGLWLQJ RU LPSRUWLQJ WR D V\VWHP DQG FRQILJXUDWLRQ XVLQJ WKH 3URMHFW:LVH $GPLQLVWUDWRU
7R H[SRUW D PDSSLQJ
,Q 3URMHFW:LVH $GPLQLVWUDWRU 6HOHFW HLWKHU WKH $WWULEXWH ([FKDQJH 5XOHV REMHFW RU WKH UHTXLUHG VXE VHW $XWR&$' 7LWOH %ORFNV 0LFUR6WDWLRQ 7LWOH %ORFNV 06 2IILFH $WWULEXWH 6XSSRUW )URP WKH Action PHQX FKRRVH Export Mapping RU Export Mapping as Template RU 5LJKWFOLFN WKH VHOHFWHG REMHFW DQG FKRRVH Export Mapping RU Export Mapping as Template IURP WKH SRSXS PHQX 7KH 6DYH DV GLDORJ ER[ RSHQV 6HOHFW WKH UHTXLUHG ([SRUW ORFDWLRQ &OLFN 6DYH

Creating the attribute exchange rules for Office documents
7R LPSRUW D PDSSLQJ
,Q 3URMHFW:LVH $GPLQLVWUDWRU VHOHFW WKH $WWULEXWH ([FKDQJH 5XOHV REMHFW )URP WKH Action PHQX FKRRVH Import Mappings RU 5LJKWFOLFN WKH VHOHFWHG REMHFW DQG FKRRVH Import Mappings IURP WKH SRSXS PHQX 7KH ,PSRUW 0DSSLQJV :DUQLQJ GLDORJ ER[ RSHQV 6HOHFW WKH UHTXLUHG ([SRUW ORFDWLRQ 7KLV VWDWHV WKDW WKH ,PSRUW ZLOO GHOHWH DOO H[LVWLQJ FODVVHV DWWULEXWHV DQG ELQGLQJV IRU PDSSLQJV WKDW H[LVW 'R \RX ZLVK WR FRQWLQXH" 6HOHFW <HV RU 1R ,I <HV WKH 2SHQ ILOH GLDORJ ER[ RSHQV 6HOHFW WKH UHTXLUHG ILOH LQL DQG FOLFN 2SHQ 7KH PDSSLQJ LV LPSRUWHG
&UHDWLQJ WKH DWWULEXWH H[FKDQJH UXOHV IRU 2IILFH GRFXPHQWV

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

User Account Management

7KLV FKDSWHU GLVFXVVHV KRZ WR FUHDWH 3URMHFW:LVH XVHU DFFRXQWV KRZ WR FRQILJXUH XVHU VHWWLQJV DQG KRZ WR V\QFKURQL]H 3URMHFW:LVH XVHU DFFRXQWV ZLWK :LQGRZV 17 DFFRXQWV
&UHDWLQJ 8VHU $FFRXQWV LQ WKH 'DWDVRXUFH

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ew > User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


Creating User Accounts in the Datasource
$V DQ DOWHUQDWLYH WR FUHDWLQJ XVHUV IURP VFUDWFK \RX FDQ FRS\LQJ H[LVWLQJ XVHUV IURP RWKHU GDWDVRXUFHV 7R GR WKLV ORJ LQ WR ERWK GDWDVRXUFHV VHOHFW WKH H[LVWLQJ XVHUV LQ WKH VRXUFH GDWDVRXUFH WKHQ GUDJ DQG GURS WKHP LQWR WKH WDUJHW GDWDVRXUFH <RX ZLOO EH SURPSWHG WR DOVR FRS\ WKH XVHU VHWWLQJV DQG XVHU PHPEHUVKLS SURSHUWLHV RI WKH VHOHFWHG XVHUV


7R FUHDWH D 3URMHFW:LVH XVHU DFFRXQW LQ WKH GDWDVRXUFH

5LJKWFOLFN WKH 8VHU LFRQ DQG FKRRVH New > User IURP WKH SRSXS PHQX 7KH 1HZ 8VHU 3URSHUWLHV GLDORJ ER[ RSHQV GLVSOD\LQJ WKH *HQHUDO WDE
7\SH D XQLTXH QDPH IRU WKH QHZ XVHU 2SWLRQDO ,Q WKH GHVFULSWLRQ ILHOG W\SH D GHVFULSWLRQ IRU WKH XVHU 2SWLRQDO ,Q WKH HPDLO ILHOG W\SH WKH XVHUV HPDLO DGGUHVV 7KH HPDLO DGGUHVV LV RQO\ UHTXLUHG LI WKH XVHU LV JRLQJ WR UHFHLYH HPDLOV IURP WKH GDWDVRXUFH IRU H[DPSOH IURP D PHVVDJLQJ DJHQW GHILQHG LQ WKH GDWDVRXUFH 6HW WKH 7\SH WR /RJLFDO ,Q WKH 3DVVZRUG ILHOG W\SH WKH SDVVZRUG WR EH XVHG E\ WKH XVHU WKHQ


UHW\SH WKH SDVVZRUG LQ WKH 9HULI\ 3DVVZRUG ILHOG &OLFN 2. 7KH QHZ XVHU LV DGGHG WR WKH OLVW RI XVHUV LQ WKH GLVSOD\ SDQH )RU LQIRUPDWLRQ DERXW PRGLI\LQJ XVHU VHWWLQJV VHH 6HWWLQJ 8S D 8VHUV 'HIDXOW 6HWWLQJV RQ SDJH
7R FUHDWH D XVHU LQ WKH GDWDVRXUFH XVLQJ WKH FUHGHQWLDOV RI D :LQGRZV 17 DFFRXQW

5LJKWFOLFN WKH 8VHU LFRQ DQG FKRRVH New > User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
7R DGG D XVHU WR D JURXS RU DFFHVV OLVW

5LJKWFOLFN D XVHU QDPH DQG FKRRVH Properties IURP WKH SRSXS PHQX


2Q WKH 0HPEHU 2I WDE RI WKH 8VHU 3URSHUWLHV GLDORJ ER[ FOLFN $GG 7KH 6HOHFW 8VHU *URXSV RU /LVWV GLDORJ ER[ RSHQV


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
7R UHPRYH D XVHU IURP D JURXS RU D OLVW

5LJKWFOLFN D XVHU QDPH DQG FKRRVH Properties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


Setting Up a Users Default Settings
7R GHOHWH D XVHU
6HOHFW WKH 8VHUV LFRQ LQ WKH GDWDVRXUFH WUHH SDQH 5LJKWFOLFN D XVHU QDPH DQG FKRRVH Delete IURP WKH SRSXS PHQX $ FRQILUPGHOHWH DOHUW ER[ RSHQV ,I WKH 8VHU DERXW WR EH GHOHWHG RZQV DQ\ GRFXPHQWV WKH DOHUW ZDUQV WKDW WKH XVHU SHUIRUPLQJ WKH GHOHWH ZLOO EHFRPH WKH QHZ RZQHU RI WKHVH GRFXPHQWV &OLFN <HV $V DQ DOWHUQDWLYH WR GHOHWLQJ WKH XVHU LI WKH FXUUHQW XVHU GRHV QRW ZDQW WR RZQ WKH GRFXPHQWV \RX FDQ GLVDEOH WKH DFFRXQW E\ WXUQLQJ RQ WKH $FFRXQW LV 'LVDEOHG RSWLRQ LQ WKH *HQHUDO WDE RI WKH 8VHU 3URSHUWLHV GLDORJ ER[
6HWWLQJ 8S D 8VHUV 'HIDXOW 6HWWLQJV

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
:RUNLQJ 'LUHFWRU\ *HQHUDO 'LDORJV $GPLQLVWUDWLYH 'RFXPHQW 'RFXPHQW OLVW )ROGHU 'RFXPHQW 'LVSOD\ 0HVVDJH IROGHUV &XVWRP IROGHUV *OREDO XVHU OLVWV 3URILOHV 7DUJHWV (YHQWV 'RFXPHQW &UHDWLRQ &RQIOLFWV $XGLW 7UDLO
7KHVH VHWWLQJV DOORZ \RX WR WDLORU 3URMHFW:LVH ([SORUHU WR UHVWULFW ULJKWV E\ GHWHUPLQLQJ ZKDW WKH XVHU VHHV DQG FDQ HGLW LQ WKH PDLQ )ROGHU PHQX 'RFXPHQW


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
7R YLHZ D XVHUV VHWWLQJV

5LJKWFOLFN WKH 8VHUV LFRQ LQ WKH GDWDVRXUFH WUHH SDQH DQG FKRRVH Properties IURP WKH SRSXS PHQX 7KH 8VHUV 3URSHUWLHV GLDORJ ER[ RSHQV 6HOHFW WKH 6HWWLQJV WDE


7KH IROORZLQJ SURFHGXUHV FRYHU MXVW VRPH RI WKH VHWWLQJV RQ WKLV 6HWWLQJV WDE )RU FRPSOHWH LQIRUPDWLRQ DERXW HDFK FRQWURO VHH 6HWWLQJV WDE RI WKH 8VHU 3URSHUWLHV GLDORJ ER[ RQ SDJH
7R VHW WKH XVHUV ZRUNLQJ GLUHFWRU\

2Q WKH 6HWWLQJV WDE GRXEOHFOLFN WKH :RUNLQJ GLUHFWRU\ LFRQ WR H[SDQG WKH DYDLODEOH RSWLRQV
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
7R PRGLI\ D XVHUV DFFHVV FRQWURO VHWWLQJV IRU WKH GDWDVRXUFH

2Q WKH 6HWWLQJV WDE GRXEOHFOLFN WKH *HQHUDO LFRQ WR H[SDQG WKH DYDLODEOH RSWLRQV 7R JLYH WKH XVHU WKH DELOLW\ WR WXUQ DFFHVV FRQWURO RQ RU RII YLD 3URMHFW:LVH ([SORUHU WXUQ RQ &DQ PRGLI\ JHQHUDO VHWWLQJV ,W LV VXJJHVWHG WKDW \RX WXUQ RQ WKH RSWLRQ &DQ PRGLI\ JHQHUDO VHWWLQJV RQO\ IRU XVHUV ZLWK IXOO DGPLQLVWUDWLYH DFFHVV ULJKWV 7KH XVH RI DFFHVV


FRQWURO LV UHFRPPHQGHG IRU WKH PDMRULW\ RI XVHUV 7R WXUQ RQ DFFHVV FRQWURO IRU WKLV XVHU WXUQ RQ 8VH DFFHVV FRQWURO :KHQ RQ D XVHUV DFFHVV SULYLOHJHV WR D IROGHUV GRFXPHQW DUH EDVHG RQ WKH GRFXPHQWV FXUUHQW DFFHVV FRQWURO 7KH DFFHVV FRQWURO FDQ EH LQ WKH IRUP RI :RUNIORZ )ROGHU RU 'RFXPHQW 6HFXULW\
:KHQ ILQLVKHG FOLFN $SSO\ RU 2.
7R PRGLI\ VHWWLQJV IRU KRZ XVHUV FDQ ZRUN ZLWK GRFXPHQWV

2Q WKH 6HWWLQJV WDE GRXEOHFOLFN WKH 'RFXPHQW LFRQ WR H[SDQG WKH DYDLODEOH RSWLRQV
0DNH WKH QHFHVVDU\ PRGLILFDWLRQV 1HWZRUN WUDIILF EHWZHHQ WKH FOLHQWV DQG WKH ILOH VWRUDJH VHUYHUV LV PLQLPL]HG LI WKH WZR /HDYH ORFDO FRS\ DQG WZR 8VH XS WR GDWH FRS\ RSWLRQV DUH WXUQHG RQ :KHQ ILQLVKHG FOLFN $SSO\ RU 2.


7R PRGLI\ WKH ZD\ GRFXPHQWV UHVSRQG WR RSHUDWLRQV LQ 3URMHFW:LVH ([SORUHU

2Q WKH 6HWWLQJV WDE GRXEOHFOLFN WKH 'RFXPHQW /LVW LFRQ WR H[SDQG WKH DYDLODEOH RSWLRQV
7R VHW WKH GHIDXOW DFWLRQ IRU ZKHQ XVHUV GRXEOHFOLFN GRFXPHQWV GRXEOHFOLFN RQ WKH GHIDXOW! DFWLRQ LFRQ VHOHFW WKH UHTXLUHG DFWLRQ IURP WKH 6HOHFW &RPPDQG GLDORJ ER[ WKHQ FOLFN 2. )RU H[DPSOH LI WKH 0RGLI\ FRPPDQG LV DVVLJQHG ZKHQ \RX GRXEOHFOLFN D GRFXPHQW WKH 0RGLI\ 'RFXPHQW GLDORJ ER[ RSHQV 7R IRUFH WKH XVHU WR PDQXDOO\ UHIUHVK WKH 'RFXPHQWV ZLQGRZ WXUQ RQ 5HIUHVK GLVSOD\ %\ &RPPDQG RU 7R DXWRPDWLFDOO\ UHIUHVK WKH 'RFXPHQWV ZLQGRZ DIWHU DQ DFWLRQ RFFXUV WXUQ RQ 5HIUHVK GLVSOD\ $IWHU 2SHUDWLRQ RU 7R DXWRPDWLFDOO\ UHIUHVK WKH 'RFXPHQWV ZLQGRZ DV DQ DFWLRQ LV WDNLQJ SODFH WXUQ RQ 5HIUHVK GLVSOD\ 'XULQJ 2SHUDWLRQ :KHQ ILQLVKHG FOLFN $SSO\ RU 2.
7R FKDQJH ZKHWKHU RU QRW GRFXPHQW YHUVLRQV DUH GLVSOD\HG LQ 3URMHFW:LVH ([SORUHU

2Q WKH 6HWWLQJV WDE GRXEOHFOLFN WKH 'RFXPHQW 'LVSOD\ LFRQ WR H[SDQG WKH DYDLODEOH RSWLRQV


Creating and Managing User Groups
7R IRUFH WKH GLVSOD\ RI GRFXPHQW YHUVLRQV WXUQ RQ 6KRZ DOO YHUVLRQV RU 7R GLVSOD\ RQO\ WKH ODWHVW YHUVLRQ RI D GRFXPHQW WXUQ RII 6KRZ DOO YHUVLRQV 7R DOORZ XVHUV WKH DELOLW\ WR WXUQ 6KRZ DOO YHUVLRQV RQ RU RII WXUQ RQ &DQ FKDQJH GLVSOD\ VHWWLQJV :KHQ ILQLVKHG FOLFN $SSO\ RU 2.
&UHDWLQJ DQG 0DQDJLQJ 8VHU *URXSV

<RX FDQ FUHDWH D JURXS LQ WKH GDWDVRXUFH WR JURXS WRJHWKHU XVHUV ZKR QHHG WKH VDPH DFFHVV ULJKWV WR IROGHUV DQG GRFXPHQWV 8VHU JURXSV DOVR PDNHV LW HDVLHU ZKHQ VHQGLQJ PHVVDJHV (VWDEOLVKLQJ JURXSV LV D WZRIROG SURFHVV ILUVW FUHDWH WKH JURXS DQG WKHQ DGG XVHUV WR WKH JURXSV *URXS QDPHV WKHLU GHVFULSWLRQ DQG WKHLU PHPEHUV FDQ EH PRGLILHG
$V DQ DOWHUQDWLYH WR FUHDWLQJ XVHU JURXSV IURP VFUDWFK \RX FDQ FRS\LQJ H[LVWLQJ JURXSV IURP RWKHU GDWDVRXUFHV 7R GR WKLV ORJ LQ WR ERWK GDWDVRXUFHV VHOHFW WKH H[LVWLQJ JURXSV LQ WKH VRXUFH GDWDVRXUFH WKHQ GUDJ DQG GURS WKHP LQWR WKH WDUJHW GDWDVRXUFH <RX ZLOO EH SURPSWHG WR DOVR FRS\ WKH PHPEHUV RI WKH VHOHFWHG JURXSV


7R FUHDWH D 3URMHFW:LVH JURXS LQ WKH GDWDVRXUFH

5LJKWFOLFN WKH *URXSV LFRQ DQG FKRRVH New > Group IURP WKH SRSXS PHQX 7KH 1HZ *URXS 3URSHUWLHV GLDORJ ER[ RSHQV GLVSOD\LQJ WKH *HQHUDO WDE


7\SH D XQLTXH QDPH IRU WKH QHZ JURXS 2SWLRQDO ,Q WKH GHVFULSWLRQ ILHOG W\SH D GHVFULSWLRQ IRU WKH JURXS 6HW WKH 7\SH WR /RJLFDO &OLFN $SSO\ RU 2. 7KH QHZ JURXS LV DGGHG WR WKH OLVW RI JURXSV LQ WKH GLVSOD\ SDQH
7R DGG D JURXS WR WKH GDWDVRXUFH XVLQJ WKH FUHGHQWLDOV RI D :LQGRZV 17 JURXS DFFRXQW
5LJKWFOLFN WKH *URXSV LFRQ DQG FKRRVH New > Group IURP WKH SRSXS PHQX 7KH 1HZ *URXS 3URSHUWLHV GLDORJ ER[ RSHQV GLVSOD\LQJ WKH *HQHUDO WDE 7\SH WKH QDPH RI WKH :LQGRZV 17 JURXS DFFRXQW 2SWLRQDO ,Q WKH GHVFULSWLRQ ILHOG W\SH D GHVFULSWLRQ IRU WKH JURXS 6HW WKH 7\SH WR :LQGRZV 17 ,Q WKH :LQGRZV 17 GRPDLQ ILHOG VSHFLI\ WKH GRPDLQ WR ZKLFK WKH :LQGRZV 17 JURXS DFFRXQW EHORQJV &OLFN $SSO\ RU 2. 7KH QHZ JURXS LV DGGHG WR WKH OLVW RI JURXSV LQ WKH GLVSOD\ SDQH


7R DGG XVHUV WR D JURXS

5LJKWFOLFN D JURXS QDPH DQG FKRRVH Properties IURP WKH SRSXS PHQX 2Q WKH 0HPEHUV WDE RI WKH *URXS 3URSHUWLHV GLDORJ ER[ FOLFN $GG 7KH 6HOHFW 8VHUV GLDORJ ER[ RSHQV
,Q WKH OLVW ER[ VHOHFW WKH XVHUV WR DGG WR WKH JURXS &OLFN 2. 7KH 6HOHFW 8VHUV GLDORJ ER[ FORVHV DQG WKH XVHUV DUH DGGHG WR WKH OLVW ER[ RQ WKH 0HPEHUV WDE :KHQ ILQLVKHG DGGLQJ XVHUV WR WKH JURXS FOLFN $SSO\ RU 2. <RX FDQ DOVR DGG D XVHU WR D JURXS E\ RSHQLQJ WKH 3URSHUWLHV GLDORJ ER[ IRU D JLYHQ XVHU WKHQ VHOHFWLQJ WKH JURXSV WR DGG WKH XVHU WR YLD WKH 0HPEHU 2I WDE )RU PRUH LQIRUPDWLRQ VHH 7R DGG D XVHU WR D JURXS RU DFFHVV OLVW RQ SDJH


7R UHPRYH XVHUV IURP D JURXS

5LJKWFOLFN D JURXS QDPH DQG FKRRVH Properties IURP WKH SRSXS PHQX ,Q WKH *URXS 3URSHUWLHV GLDORJ ER[ VHOHFW WKH 0HPEHUV WDE ,Q WKH OLVW ER[ VHOHFW WKH XVHUV WR EH UHPRYHG WKHQ FOLFN 5HPRYH :KHQ ILQLVKHG UHPRYLQJ XVHUV IURP WKH JURXS FOLFN 2. <RX FDQ DOVR UHPRYH D XVHU IURP D JURXS E\ RSHQLQJ WKH 3URSHUWLHV GLDORJ ER[ IRU D JLYHQ XVHU WKHQ VHOHFWLQJ WKH JURXSV WR UHPRYH WKH XVHU IURP YLD WKH 0HPEHU 2I WDE )RU PRUH LQIRUPDWLRQ VHH 7R UHPRYH D XVHU IURP D JURXS RU DFFHVV OLVW RQ SDJH
7R DGG WKH XVHU JURXS DV D PHPEHU RI D XVHUV OLVW

&OLFN $GG 7KH 6HOHFW 8VHUV /LVWV GLDORJ ER[ RSHQV 6HOHFW WKH 8VHUV /LVW QDPHV WKH *URXS LV WR EH D PHPEHU RI &OLFN 2. 7KH 6HOHFW 8VHUV OLVW GLDORJ ER[ FORVHV DQG WKH 8VHUV /LVW QDPHV DGGV WR WKH OLVW LQ WKH GLVSOD\ SDQH &OLFN $SSO\ RU 2.
7R UHPRYH D XVHU OLVW WKDW WKH XVHU JURXS LV D PHPEHU RI

6HOHFW WKH 8VHUV /LVW WR EH UHPRYHG IURP WKH *URXS PHPEHUV RI OLVW &OLFN 5HPRYH 7KH 8VHUV /LVW LV UHPRYHG IURP WKH *URXS PHPEHUV RI OLVW &OLFN $SSO\ RU 2. $ *URXS FDQ EH GHOHWHG RQO\ LI LW LV QRW UHIHUHQFHG E\ DQ\ 3URMHFW:LVH


Creating and Managing User Lists
IROGHUGRFXPHQW 7KH $GPLQLVWUDWRU *URXS GHIDXOW FDQQRW EH GHOHWHG
7R GHOHWH D XVHU JURXS

6HOHFW WKH *URXS LFRQ LQ WKH GDWDVRXUFH WUHH SDQH 5LJKWFOLFN D JURXS QDPH DQG FKRRVH Delete IURP WKH SRSXS PHQX $ FRQILUPGHOHWH DOHUW ER[ RSHQV &OLFN <HV
&UHDWLQJ DQG 0DQDJLQJ 8VHU /LVWV

&UHDWH 8VHU /LVWV WR JURXS WRJHWKHU 8VHUV *URXSV DQG RWKHU 8VHU /LVWV ZKR QHHG WKH VDPH $FFHVV ULJKWV WR IROGHUV GRFXPHQWV DQG VR RQ RU WR XVH DV D PDLOLQJ OLVW 8VHU /LVWV FDQ EH XVHG WR SXW WRJHWKHU D QXPEHU RI 8VHUV DQG *URXSV WR DOORFDWH DFFHVV ULJKWV IRU D SDUWLFXODU 3URMHFW &UHDWLQJ D 8VHU /LVW LV D WZRSDUW SURFHVV )LUVW WKH 8VHU /LVW 1DPH 'HVFULSWLRQ DQG 7\SH DUH HVWDEOLVKHG 6HFRQG WKH UHOHYDQW PHPEHUV 8VHUV *URXSV DQG 8VHU /LVWV DUH DGGHG WR WKH /LVW


7R DGG D QHZ DFFHVV OLVW

5LJKWFOLFN WKH 8VHU /LVW LFRQ DQG FKRRVH New > User List IURP WKH SRSXS PHQX 7KH 1HZ 8VHU /LVW 3URSHUWLHV GLDORJ ER[ RSHQV GLVSOD\LQJ WKH *HQHUDO WDE 7\SH D XQLTXH QDPH IRU WKH QHZ /LVW 2SWLRQDO 7\SH D GHVFULSWLRQ WR EH DVVRFLDWHG ZLWK WKH /LVW 6HOHFW WKH W\SH RI /LVW WR EH FUHDWHG
2SWLRQ /LVW XVHG LQ $FFHVV &RQWURO 'HIDXOW /LVW LV D 0DLOLQJ OLVW $FWLRQ &UHDWHG WR JURXS WRJHWKHU 8VHUV *URXSV DQG RWKHU 8VHU /LVWV ZKR QHHG WKH VDPH $FFHVV ULJKWV WR IROGHUV GRFXPHQWV DQG VR RQ &UHDWHG WR JURXS WRJHWKHU 8VHUV ZLWK HPDLO DGGUHVVHV WR XVH ZLWK 0HVVDJLQJ 6HUYLFHV LQ 3URMHFW:LVH ([SORUHU
2SWLRQDO &KDQJH WKH 2ZQHU RI WKH /LVW 'HIDXOW LV D *OREDO /LVW &KDQJH 2ZQHU VKLS RI WKH /LVW LV RQO\ DQ RSWLRQ ZLWK D 0DLOLQJ /LVW $V DQ DOWHUQDWLYH WR FUHDWLQJ XVHU OLVWV IURP VFUDWFK \RX FDQ FRS\LQJ H[LVWLQJ XVHU OLVWV IURP RWKHU GDWDVRXUFHV 7R GR WKLV ORJ LQ WR ERWK GDWDVRXUFHV VHOHFW WKH H[LVWLQJ XVHU OLVWV LQ WKH VRXUFH GDWDVRXUFH WKHQ GUDJ DQG GURS WKHP LQWR WKH WDUJHW GDWDVRXUFH <RX ZLOO EH SURPSWHG WR DOVR FRS\ DQ\ XVHU OLVW PHPEHUVKLS OLQNV


7R FKDQJH RZQHUVKLS RI D PDLOLQJ OLVW

&OLFN &KDQJH 7KH 6HOHFW RZQHU GLDORJ ER[ RSHQV 6HOHFW WKH UHTXLUHG 2ZQHU &OLFN 2. 7KH GLDORJ ER[ FORVHV DQG WKH QHZ 2ZQHU GLVSOD\V LQ WKH 2ZQHU DUHD &OLFN $SSO\ RU 2. 7KH QHZ 8VHU /LVW QDPH GHVFULSWLRQ LI DYDLODEOH DQG W\SH DGGV WR WKH OLVW LQ WKH GLVSOD\ SDQH
7R DGG PHPEHUV XVHUV JURXSV RU OLVWV WR D DFFHVV OLVW

&OLFN $GG 7KH 6HOHFW PHPEHUV GLDORJ ER[ RSHQV 6HOHFW WKH W\SH RI LWHPV WR GLVSOD\ IURP WKH /LVW LWHPV RI W\SH RSWLRQ WKH GHIDXOW LV $OO 7KH DYDLODEOH LWHP QDPHV GLVSOD\ LQ WKH GLVSOD\ SDQH 6HOHFW WKH PHPEHUV WR EH DGGHG WR WKH $FFHVV OLVW &OLFN 2. 7KH 6HOHFW PHPEHUV GLDORJ ER[ FORVHV DQG WKH QDPHV DGGV WR WKH OLVW LQ WKH 0HPEHUV WDE GLVSOD\ SDQH &OLFN $SSO\ RU 2.


7R UHPRYH PHPEHUV IURP WKH XVHUV OLVW

6HOHFW WKH PHPEHU WR EH UHPRYHG IURP WKH 8VHUV /LVW PHPEHUV OLVW &OLFN 5HPRYH 7KH PHPEHU LV UHPRYHG IURP WKH 8VHUV OLVW PHPEHUV OLVW &OLFN $SSO\ RU 2.
7R DGG WKH XVHUV OLVW DV D PHPEHU RI DQRWKHU XVHUV OLVW

&OLFN $GG 7KH 6HOHFW 8VHUV /LVWV GLDORJ ER[ RSHQV ,I WKH 8VHU /LVW LV XVHG LQ $FFHVV &RQWURO WKH /LVW LWHPV RI W\SH ZLOO GLVSOD\ WKH $FFHVV /LVWV ,I WKH 8VHU /LVW LV D 0DLOLQJ /LVW WKH /LVW LWHPV RI W\SH ZLOO GLVSOD\ HLWKHU WKH *OREDO $GGUHVV %RRNV OLVW RU WKH 3HUVRQDO $GGUHVV %RRNV OLVW GHSHQGLQJ RQ ZKR RZQV WKH PDLOLQJ OLVW 6HOHFW WKH 8VHUV /LVW QDPHV WKH 1HZ 8VHUV /LVW LV WR EH D PHPEHU RI &OLFN 2. 7KH 6HOHFW 8VHUV OLVW GLDORJ ER[ FORVHV DQG WKH 8VHUV /LVW QDPHV DGGV WR WKH OLVW LQ WKH GLVSOD\ SDQH &OLFN $SSO\ RU 2.
7R UHPRYH WKH XVHUV OLVW PHPEHUVKLS RI DQRWKHU XVHUV OLVW

6HOHFW WKH 8VHUV /LVW ZKR 0HPEHUVKLS 2I LV WR EH UHPRYHG &OLFN 5HPRYH 7KH LWHP LV UHPRYHG IURP WKH 8VHUV OLVW PHPEHU RI OLVW &OLFN $SSO\ RU 2. $ 8VHU /LVW FDQ EH GHOHWHG RQO\ LI LW LV QRW UHIHUHQFHG E\ DQ\ 3URMHFW:LVH IROGHUGRFXPHQW


Synchronizing Accounts Using ProjectWise Authentication Server
7R GHOHWH DQ DFFHVV OLVW

6HOHFW WKH 8VHU /LVW LFRQ LQ WKH GDWDVRXUFH WUHH SDQH 5LJKWFOLFN D XVHU OLVW QDPH DQG FKRRVH Delete IURP WKH SRSXS PHQX $ FRQILUPGHOHWH DOHUW ER[ RSHQV &OLFN <HV
6\QFKURQL]LQJ $FFRXQWV 8VLQJ 3URMHFW:LVH $XWKHQWLFDWLRQ 6HUYHU

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


Setting up an account to be synchronized
$XWKHQWLFDWLRQ VHUYHU H[WHQVLRQ VQDSLQ
7KH REMHFW LFRQ :LQGRZV 17 6HFXULW\ V\VWHP GLVSOD\V LQ WKH FRQVROH WUHH ZLQGRZ ZKHQ \RX ORJLQ WR D GDWDVRXUFH
3URMHFW:LVH $GPLQLVWUDWRU &RQVROH $XWKHQWLFDWLRQ VHUYHU OLVW
6HWWLQJ XS DQ DFFRXQW WR EH V\QFKURQL]HG

%HIRUH V\QFKURQL]LQJ DQ DFFRXQW \RX QHHG WR VSHFLI\ WKH :LQGRZV 17 8VHUV DQG *URXSV DFFRXQWV WKDW $XWKHQWLFDWLRQ 6HUYHU ZLOO V\QFKURQL]H ZLWK \RXU


3URMHFW:LVH DFFRXQWV <RX PD\ DOVR QHHG WR VSHFLI\ WKRVH DFFRXQWV WR EH LJQRUHG
7R DGG XVHUV WR WKH V\QFKURQL]HG DFFRXQWV

8QGHU :LQGRZV 17 6HFXULW\ 6\VWHP ! $XWKHQWLFDWLRQ 6HUYHU ! 6\QFKURQL]HG $FFRXQWV ULJKWFOLFN WKH 8VHUV LFRQ DQG FKRRVH New > Synchronized User IURP WKH SRSXS PHQX :KHQ WKH 1HZ 6\QFKURQL]HG 8VHU ZL]DUG RSHQV FOLFN 1H[W 7KH 6HOHFWLQJ DFFRXQW VRXUFH VFUHHQ RSHQV SUHVHQWLQJ WKH IROORZLQJ RSWLRQV
2SWLRQ 8VH ORFDO FRPSXWHU $FWLRQ 6HOHFW WKLV RSWLRQ LI WKH ORFDO FRPSXWHU XVHV WKH :LQGRZV RU :LQGRZV 17 RSHUDWLQJ V\VWHP DQG FRQWDLQV WKH 8VHUV DQG *URXSV WR EH V\QFKURQL]HG 6HOHFW WKLV RSWLRQ WR XVH DQRWKHU FRPSXWHU WKDW FRQWDLQV WKH 8VHUV DQG *URXSV WR EH V\QFKURQL]HG 8VH WKH EURZVH EXWWRQ WR VHOHFW WKH UHTXLUHG FRPSXWHU
8VH WKLV FRPSXWHU


6HOHFW WKH DSSURSULDWH RSWLRQ DQG FOLFN 1H[W 7KH 6HOHFWLQJ XVHUV VFUHHQ RSHQV
)URP WKH 'RPDLQ GURSGRZQ OLVW VHOHFW WKH GRPDLQ FRQWDLQLQJ WKH XVHUV \RX ZDQW WR V\QFKURQL]H )URP WKH $YDLODEOH 8VHUV OLVW ER[ VHOHFW WKH UHTXLUHG 8VHUV DQG FOLFN WKH $GG EXWWRQ 8VHUV PD\ EH VHOHFWHG IURP GLIIHUHQW GRPDLQV 5HSHDW VWHSV DQG WR DGG XVHUV IURP RWKHU GRPDLQV :KHQ ILQLVKHG DGGLQJ XVHUV FOLFN 1H[W :KHQ WKH )LQLVKLQJ 1HZ 6\QFKURQL]HG 8VHU VFUHHQ RSHQV FOLFN )LQLVK 7KH ZL]DUG FORVHV DQG WKH OLVW RI V\QFKURQL]HG XVHUV GLVSOD\V LQ WKH GLVSOD\ SDQH 7KH VWHSV IRU DGGLQJ XVHU JURXSV WR WKH V\QFKURQL]HG DFFRXQWV DQG IRU DGGLQJ XVHUV DQG XVHU JURXSV WR WKH LJQRUHG DFFRXQWV DUH EDVLFDOO\ WKH VDPH DV WKH VWHSV LQ WKH SUHYLRXV SURFHGXUH ULJKWFOLFN WKH DSSURSULDWH LFRQ XQGHU 6\QFKURQL]HG $FFRXQWV RU ,JQRUHG $FFRXQWV FKRRVH New DQG IROORZ WKH ZL]DUG WR FRPSOHWLRQ


Configuring the Authentication Server
<RX PD\ ZDQW WR DGG D JURXS WR WKH 6\QFKURQL]HG $FFRXQWV OLVW DQG WKHQ DGG RQH RI WKH PHPEHUV RI WKDW *URXS WR WKH ,JQRUHG $FFRXQWV $FFHVV OLVW 7KLV ZRXOG V\QFKURQL]H WKH *URXS EXW LJQRUH WKH 8VHU
&RQILJXULQJ WKH $XWKHQWLFDWLRQ 6HUYHU

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
7R FRQILJXUH DXWKHQWLFDWLRQ VHUYHU

5LJKWFOLFN WKH $XWKHQWLFDWLRQ 6HUYHU LFRQ DQG FKRRVH Synchronize


Accounts IURP WKH SRSXS PHQX 7KH 6\QFKURQL]H $FFRXQWV GLDORJ ER[ RSHQV
2Q WKH 6HUYHU WDE XVH WKH %URZVH EXWWRQ WR VHOHFW WKH FRPSXWHU WKDW FRQWDLQV WKH DFFRXQWV WR V\QFKURQL]H ZLWK \RXU 3URMHFW:LVH GDWDVRXUFH 7KH QDPH RI WKH GDWDVRXUFH GLVSOD\V DW WKH WRS RI WKH GLDORJ ER[ (QWHU WKH 8VHU QDPH DQG SDVVZRUG IRU WKH 3URMHFW:LVH DFFRXQW


\RX ZDQW $XWKHQWLFDWLRQ 6HUYHU WR XVH 7KLV PXVW EH DQ DFFRXQW ZLWK $GPLQLVWUDWLYH ULJKWV &OLFN $SSO\ 6HOHFW WKH 6\QFKURQL]DWLRQ WDE
6HOHFW WKH UHTXLUHG RSWLRQV

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
&KRRVH ZKHQ WR UHPRYH DFFRXQWV DUHD 5HPRYH DFFRXQWV WKDW DUH QRW V\QFKURQL]HG DQ\PRUH
7R PDQXDOO\ V\QFKURQL]H DFFRXQWV

5LJKWFOLFN WKH $XWKHQWLFDWLRQ 6HUYHU LFRQ DQG FKRRVH Synchronize Accounts IURP WKH SRSXS PHQX $ GLDORJ ER[ RSHQV DVNLQJ 'R \RX ZDQW WR V\QFKURQL]H :LQGRZV 17 DFFRXQWV QRZ" &OLFN <HV
7R V\QFKURQL]H E\ VFKHGXOH
5LJKWFOLFN WKH $XWKHQWLFDWLRQ 6HUYHU LFRQ DQG FKRRVH Synchronize


Accounts IURP WKH SRSXS PHQX 7KH $XWKHQWLFDWLRQ 6HUYHU 3URSHUWLHV GLDORJ ER[ RSHQV
2Q WKH 6FKHGXOH WDE FOLFN $GG 7KH $FFRXQW 6\QFKURQL]DWLRQ GLDORJ ER[ RSHQV
6HOHFW WKH UHTXLUHG GD\ RSWLRQ 7KH 'D\ RI WKH :HHN PXVW EH FKRVHQ LI WKH RSWLRQ VHOHFWHG LV HLWKHU 1H[W RU (YHU\ 7\SH WKH UHTXLUHG WLPH


,I DQ HUURU PHVVDJH RFFXUV DVNLQJ IRU D YDOLG WLPH FKHFN WKH 7LPH WDE LQ \RXU 5HJLRQDO 2SWLRQV IRU KRZ WKH WLPH LV VHW 7KLV PD\ EH GRQH LQ WKH :LQGRZV &RQWURO 3DQHO 6WDUW ! 6HWWLQJV ! &RQWURO 3DQHO ! 5HJLRQDO 2SWLRQV ! 7LPH &OLFN 2. 7KH GLDORJ ER[ FORVHV DQG WKH VFKHGXOH GLVSOD\V

ProjectWise Administrator Reference

3URMHFW:LVH $GPLQLVWUDWRU UXQV LQVLGH WKH 0LFURVRIW 0DQDJHPHQW &RQVROH WKHUHIRUH \RX ZLOO HQFRXQWHU YDULRXV FRQWUROV ZKLFK DUH QRW QHFHVVDULO\ VSHFLILF WR 3URMHFW:LVH 7KLV FKDSWHU SURYLGHV D TXLFN UHIHUHQFH IRU WKH 3URMHFW:LVHVSHFLILF LWHPV LQ 3URMHFW:LVH $GPLQLVWUDWRU
6HUYHUV
'LVSOD\V HLWKHU D OLVW RI UHJLVWHUHG RU DOO DYDLODEOH 3URMHFW:LVH VHUYHUV GHSHQGLQJ RQ \RXU VHWWLQJV ([SDQG D VHUYHU WR VHH WKH GDWDVRXUFHV WKDW H[LVW IRU WKDW VHUYHU ,I 3URMHFW:LVH $SSOLFDWLRQ 6HUYHU LV LQVWDOOHG DQG UXQQLQJ RQ WKH VDPH FRPSXWHU DV 3URMHFW:LVH $GPLQLVWUDWRU WKH VHUYHUV FRPSXWHU QDPH ZLOO DXWRPDWLFDOO\ EH UHJLVWHUHG DQG GLVSOD\HG ZKHQ \RX RSHQ 3URMHFW:LVH $GPLQLVWUDWRU 7R UHJLVWHU D UHPRWH 3URMHFW:LVH VHUYHU ULJKWFOLFN WKH 6HUYHUV LFRQ DQG FKRRVH Register Server %\ GHIDXOW RQO\ UHJLVWHUHG VHUYHUV DUH OLVWHG XQGHU WKH 6HUYHUV LFRQ 7R GLVSOD\ DOO DYDLODEOH 3URMHFW:LVH VHUYHUV ULJKWFOLFN WKH 6HUYHUV LFRQ DQG LI WKHUH LV D FKHFN PDUN QH[W WR List Only Registered Servers FKRRVH WKLV PHQX LWHP WR WXUQ LW RII &KRRVLQJ LW DJDLQ ZLOO WXUQ WKH RSWLRQ WR OLVW RQO\ UHJLVWHUHG VHUYHUV EDFN RQ 7R YLHZ RU PRGLI\ VHUYHU VHWWLQJV ULJKWFOLFN D VHUYHU OLVWHG XQGHU WKH 6HUYHUV LFRQ DQG FKRRVH Properties
)RU PRUH LQIRUPDWLRQ VHH 5HJLVWHULQJ DQG 'LVSOD\LQJ 3URMHFW:LVH 6HUYHUV RQ SDJH


Server Properties dialog box
6HUYHU 3URSHUWLHV GLDORJ ER[

'LVSOD\V LQIRUPDWLRQ DERXW WKH 3URMHFW:LVH VHUYHU VXFK DV WKH FRPSXWHU QDPH DQG ,3 DGGUHVV RI WKH VHUYHU DQG DOORZV \RX WR VHW XS RU PRGLI\ YDULRXV VHUYHU VHWWLQJV
*HQHUDO WDE
,GHQWLILFDWLRQ DUHD
'LVSOD\V WKH FRPSXWHU QDPH DQG ,3 DGGUHVV RI WKH VHUYHU
7KLV VHUYHU FDQ SXEOLVK GDWDVRXUFHV
,I RQ \RX FDQ FUHDWH QHZ GDWDVRXUFHV RQ WKH VHUYHU <RX QHHG D OLFHQVH IRU WKLV RSWLRQ
7KLV VHUYHU FDQ RQO\ SXEOLVK OLQNV
,I RQ \RX FDQQRW FUHDWH GDWDVRXUFHV RQ WKH VHUYHU EXW \RX FDQ DFFHVV H[LVWLQJ RQHV <RX GR QRW QHHG D OLFHQVH IRU WKLV RSWLRQ
6HFXULW\ WDE
8VHG WR DOORZ RU GHQ\ XVHU FRQQHFWLRQV WR WKH VHUYHU DQG WKH GDWDVRXUFH OLVW
6HOHFW 6HFXULW\ W\SH &RQQHFWLRQV
8VHG WR DOORZ RU GHQ\ XVHU FRQQHFWLRQV WR WKH VHUYHU
6HOHFW 6HFXULW\ W\SH 'DWDVRXUFH OLVW SXEOLVKLQJ

8VHG WR DOORZ RU GHQ\ WKH SXEOLVKLQJ RI WKH VHUYHUV GDWDVRXUFH OLVW
$OORZ 'HQ\ XVHU FRQQHFWLRQV IURP OLVW
7\SH WKH ,3 DGGUHVV DGGUHVV UDQJH RU KRVW QDPH DQG WKHQ FOLFN $GG 7KH HQWU\ GLVSOD\V LQ WKH $OORZ 'HQ\ OLVWV WKH VSHFLILHG ,3 DGGUHVV DGGUHVV UDQJH RU KRVW QDPH XVHU FRQQHFWLRQV ZLOO EH DOORZHGGHQLHG DFFHVV WR WKLV VHUYHU


Server Properties dialog box
3XEOLVK GDWDVRXUFH OLVW WR 'R QRW SXEOLVK GDWDVRXUFH OLVW WR OLVWV
7\SH WKH ,3 DGGUHVV DGGUHVV UDQJH RU KRVW QDPH &OLFN $GG 7KH HQWU\ GLVSOD\V LQ WKH 3XEOLVK WR 'R QRW SXEOLVK WR OLVWV WKH VSHFLILHG ,3 DGGUHVV DGGUHVV UDQJH RU KRVW QDPH ZLOO EH DOORZHGGHQLHG UHFHLYLQJ WKLV GDWDVRXUFH LQ WKHLU GDWDVRXUFH OLVW UHTXHVW
/RJ ILOH
7LPHRXWV WDE
8VHG WR VHW WKH OHQJWK RI WLPH D FRQQHFWLRQ FDQ EH LGOH QRW VHQGLQJ UHTXHVWV WR WKH VHUYHU EHIRUH LW LV FORVHG
/RJRXW LGOH
7LPH LQ VHFRQGV WKDW WKH FRQQHFWLRQ FDQ EH LGOH EHIRUH WKH GDWDVRXUFH FRQQHFWLRQ WR WKH GDWD VRXUFH ZLOO EH FORVHG 7KH GHIDXOW LV
7LPH RXW
7LPH LQ VHFRQGV WKDW WKH FRQQHFWLRQ FDQ EH LGOH DIWHU WKH ILUVW WLPHRXW EHIRUH WKH FRQQHFWLRQ LV GURSSHG E\ WKH VHUYHU 7KH GHIDXOW LV
:DLW EXV\
7LPH LQ VHFRQGV WKDW WKH UHTXHVW E\ WKH %URZVHU FOLHQW FDQ ZDLW RQ WKH VHUYHU WR JHW VHUYLFHV LQ WKH VLWXDWLRQ WKDW WKH VHUYHU LV FXUUHQWO\ VHUYLQJ WKH VDPH FOLHQW RQ DQRWKHU RSHUDWLRQ 7KH GHIDXOW LV
&RQQHFWLRQ WDE
8VH VHFXUH FRQQHFWLRQ 66/ FHUWLILFDWH FRPPRQ QDPH


Datasources
'DWDVRXUFHV
'LVSOD\V D OLVW DOO WKH DYDLODEOH GDWDVRXUFHV IRU D SDUWLFXODU 3URMHFW:LVH VHUYHU 7R FUHDWH D GDWDVRXUFH ULJKWFOLFN WKH 'DWDVRXUFHV LFRQ DQG FKRRVH New > Datasource 7R YLHZ RU PRGLI\ VHUYHU VHWWLQJV ULJKWFOLFN D GDWDVRXUFH OLVWHG XQGHU WKH 'DWDVRXUFHV LFRQ DQG FKRRVH Properties
)RU PRUH LQIRUPDWLRQ VHH &UHDWLQJ DQG 0RGLI\LQJ 3URMHFW:LVH 'DWDVRXUFHV RQ SDJH
1HZ 'DWDVRXUFH :L]DUG

8VHG WR ZDON \RX WKURXJK WKH SURFHVV RI FUHDWLQJ D GDWDVRXUFH 7KLV VHFWLRQ GRFXPHQWV DOO WKH SRVVLEOH VFUHHQV LQ RUGHU RI DSSHDUDQFH WKDW \RX PD\ HQFRXQWHU LQ WKH 1HZ 'DWDVRXUFH :L]DUG )RU PRUH LQIRUPDWLRQ DERXW XVLQJ WKH ZL]DUG DQG FUHDWLQJ GDWDVRXUFHV LQ JHQHUDO VHH &UHDWLQJ DQG 0RGLI\LQJ 'DWDVRXUFHV
:HOFRPH VFUHHQ &KRRVLQJ 'DWDVRXUFH 7\SH VFUHHQ

8VHG WR HLWKHU FUHDWH D GDWDVRXUFH RU OLQN WR D GDWDVRXUFH
$ GDWDVRXUFH WKDW LV ORFDWHG RQ FRPSXWHUBQDPH!
,I RQ WKH UHVW RI WKH ZL]DUG ZDONV \RX WKURXJK WKH FUHDWLRQ RI D GDWDVRXUFH ORFDWHG RQ WKH UHJLVWHUHG VHUYHU XQGHU ZKLFK \RX DUH UXQQLQJ WKLV ZL]DUG
$ OLQN WR D GDWDVRXUFH WKDW LV ORFDWHG RQ DQRWKHU VHUYHU
,I RQ WKH UHVW RI WKH ZL]DUG ZDONV \RX WKURXJK WKH FUHDWLRQ RI D OLQN WR DQ H[LVWLQJ 3URMHFW:LVH GDWDVRXUFH ORFDWHG RQ DQRWKHU FRPSXWHU 2QFH WKH OLQN LV FUHDWHG WKH GDWDVRXUFH GLVSOD\V LQ 3URMHFW:LVH $GPLQLVWUDWRU 7KH GDWDVRXUFH LFRQ KDV DQ DUURZ RQ LW VLJQLI\LQJ WKDW WKH GDWDVRXUFH LV DFWXDOO\ ORFDWHG RQ DQRWKHU VHUYHU


New Datasource Wizard
1DPLQJ WKH 'DWDVRXUFH VFUHHQ DSSHDUV LI FUHDWLQJ D GDWDVRXUFH
'DWDVRXUFH QDPH
6HWV WKH LQWHUQDO QDPH RI WKH GDWDVRXUFH ,I QR 'LVSOD\ QDPH LV VHW WKHQ XVHUV ZLOO VHH WKLV LQWHUQDO QDPH SOXV WKH QDPH RI WKH FRPSXWHU RQ ZKLFK WKH 3URMHFW:LVH VHUYHU LV ORFDWHG VHUYHUQDPH!GDWDVRXUFHQDPH!
'LVSOD\ QDPH
6HWV WKH H[WHUQDO QDPH IRU WKH GDWDVRXUFH ,I D 'LVSOD\ QDPH H[LVWV XVHUV ZLOO VHH WKLV QDPH UDWKHU WKH LQWHUQDO GDWDVRXUFH QDPH 8VH D GLVSOD\ QDPH LI \RX GR QRW ZDQW WR VKRZ RII WKH QDPH RU ,3 DGGUHVV RI WKH FRPSXWHU RQ ZKLFK \RXU 3URMHFW:LVH VHUYHU LV ORFDWHG
6SHFLI\LQJ 2'%& FRQQHFWLRQ GHWDLOV VFUHHQ DSSHDUV LI FUHDWLQJ D GDWDVRXUFH
6SHFLI\ 2'%& GDWDVRXUFH
8VHG WR VHOHFW WKH 2'%& FRQQHFWLRQ WR FRQQHFW WKH 3URMHFW:LVH GDWDVRXUFH WR WKH GDWDEDVH
6SHFLI\LQJ GDWDEDVH XVHU DFFRXQW IRU FOLHQW FRQQHFWLRQV VFUHHQ DSSHDUV LI FUHDWLQJ D GDWDVRXUFH
8VHU 1DPH
8VHG WR VSHFLI\ WKH XVHU QDPH IRU DQ DFFRXQW LQ WKH GDWDEDVH
3DVVZRUG
8VHG WR VSHFLI\ WKH SDVVZRUG RI WKH XVHU QDPH IRU DQ DFFRXQW LQ WKH GDWDEDVH
6SHFLI\LQJ GDWDEDVH XVHU DFFRXQW IRU DGPLQLVWUDWLYH FRQQHFWLRQV VFUHHQ DSSHDUV LI FUHDWLQJ D GDWDVRXUFH
8VH VDPH DFFRXQW DV IRU FOLHQW FRQQHFWLRQV
6HOHFW WKLV RSWLRQ LI WKH VSHFLILHG FOLHQW FRQQHFWLRQ DFFRXQW LV DOVR WKH


New Datasource Wizard
DGPLQLVWUDWLYH FRQQHFWLRQ DFFRXQW GHIDXOW RSWLRQ
8VH GLIIHUHQW DFFRXQW
6HOHFW WKLV RSWLRQ LI \RX ZDQW WR DVVLJQ D GLIIHUHQW LQWHUQDO XVHU DFFRXQW IRU DGPLQLVWUDWLYH WDVNV ,I VHOHFWHG W\SH D XVHUQDPH DQG SDVVZRUG WR EH XVHG IRU WKH DFFRXQW
6SHFLI\LQJ DGPLQLVWUDWRU DFFRXQW VFUHHQ DSSHDUV LI FUHDWLQJ D GDWDVRXUFH

8VHG WR FUHDWH DQ DGPLQLVWUDWRU DFFRXQW IRU WKH 3URMHFW:LVH GDWDVRXUFH \RX DUH FUHDWLQJ
8VHU 1DPH
8VHG WR VSHFLI\ WKH XVHU QDPH IRU WKH DGPLQLVWUDWRU DFFRXQW LQ WKH 3URMHFW:LVH GDWDVRXUFH
3DVVZRUG
8VHG WR VSHFLI\ WKH SDVVZRUG RI WKH XVHU QDPH IRU WKH DGPLQLVWUDWRU DFFRXQW LQ WKH 3URMHFW:LVH GDWDVRXUFH
6SHFLI\LQJ WKH OLQNHG VHUYHU VFUHHQ DSSHDUV LI FUHDWLQJ D OLQN WR D GDWDVRXUFH
6HUYHU QDPH RU ,3 DGGUHVV
8VHG WR VHOHFW WKH VHUYHU WKDW LV SXEOLVKLQJ WKH GDWDVRXUFH \RX ZDQW WR OLQN WR
6SHFLI\LQJ WKH OLQNHG GDWDVRXUFH VFUHHQ DSSHDUV LI FUHDWLQJ D OLQN WR D GDWDVRXUFH
'DWDVRXUFH QDPH
8VHG WR VHOHFW WKH GDWDVRXUFH WR OLQN WR
'LVSOD\ QDPH
6HWV WKH H[WHUQDO QDPH IRU WKH GDWDVRXUFH ,I D 'LVSOD\ QDPH H[LVWV XVHUV

Datasource Properties dialog box
ZLOO VHH WKLV QDPH UDWKHU WKH LQWHUQDO GDWDVRXUFH QDPH VHOHFWHG DERYH 8VH D GLVSOD\ QDPH LI \RX GR QRW ZDQW WR VKRZ RII WKH QDPH RU ,3 DGGUHVV RI WKH FRPSXWHU RQ ZKLFK WKH 3URMHFW:LVH VHUYHU LV ORFDWHG
)LQLVKHG VFUHHQ
'DWDVRXUFH 3URSHUWLHV GLDORJ ER[

'LVSOD\V LQIRUPDWLRQ DERXW WKH VHOHFWHG 3URMHFW:LVH GDWDVRXUFH VXFK DV WKH GDWDEDVH EHLQJ XVHG E\ WKH GDWDVRXUFH JOREDO GRFXPHQW DQG IROGHU VHFXULW\ VHWWLQJV DQG YDULRXV RWKHU GDWDVRXUFH VHWWLQJV
*HQHUDO WDE
6HWV WKH GDWDVRXUFH QDPH D GLVSOD\ QDPH LI QHFHVVDU\ DQG WKH W\SH RI GDWDEDVH \RX DUH XVLQJ WR VXSSRUW WKH GDWDVRXUFH
1DPH
6HWV WKH LQWHUQDO QDPH RI WKH GDWDVRXUFH ,I QR 'LVSOD\ QDPH LV VHW WKHQ XVHUV ZLOO VHH WKLV LQWHUQDO QDPH SOXV WKH QDPH RI WKH FRPSXWHU RQ ZKLFK WKH 3URMHFW:LVH VHUYHU LV ORFDWHG VHUYHUQDPH!GDWDVRXUFHQDPH!
'LVSOD\ QDPH
6HWV WKH H[WHUQDO QDPH IRU WKH GDWDVRXUFH ,I D 'LVSOD\ QDPH H[LVWV XVHUV ZLOO VHH WKLV QDPH UDWKHU WKH LQWHUQDO GDWDVRXUFH QDPH 8VH D GLVSOD\ QDPH LI \RX GR QRW ZDQW WR VKRZ RII WKH QDPH RU ,3 DGGUHVV RI WKH FRPSXWHU RQ ZKLFK \RXU 3URMHFW:LVH VHUYHU LV ORFDWHG
'DWDEDVH 7\SH
6HWV WKH W\SH RI GDWDEDVH \RX DUH XVLQJ WR VXSSRUW WKH GDWDVRXUFH 7KH GDWDEDVH WKDW GLVSOD\V E\ GHIDXOW LQ WKH GURSGRZQ OLVW ER[ LV WKH GDWDEDVH WR ZKLFK WKH GDWDVRXUFH LV FXUUHQWO\ FRQQHFWHG
&RQQHFWLRQ 2'%& 'DWDVRXUFH
'LVSOD\V WKH 2'%& GDWDVRXUFH WKDW LV FXUUHQWO\ LQ XVH ,I WKHUH DUH RWKHU


2'%& GDWDVRXUFHV GHILQHG RQ WKLV FRPSXWHU DQG FRQILJXUHG WR FRQQHFW ZLWK WKH GDWDEDVH \RX FDQ VHOHFW D GLIIHUHQW 2'%& GDWDVRXUFH IURP WKH GURSGRZQ OLVW ER[ 7KLV LWHP LV GLVDEOHG ZKHQ WKH 3XEOLVKHG RQ RSWLRQ LV RQ VLQFH WKH 3URMHFW:LVH VHUYHU VHOHFWHG LQ WKDW FDVH ZLOO DXWRPDWLFDOO\ XVH WKH GDWDVRXUFH FRQQHFWLRQ VHW XS RQ WKDW FRPSXWHU
3XEOLVKHG RQ
,I RQ \RX FDQ VHOHFW D 3URMHFW:LVH VHUYHU ORFDWHG RQ D GLIIHUHQW FRPSXWHU WR EURDGFDVW WKH 3URMHFW:LVH GDWDVRXUFH
6HFXULW\ WDE
8VHG WR DOORZ RU GHQ\ DFFHVV WR WKLV GDWDVRXUFH IRU RWKHU DGPLQLVWUDWRU FRQQHFWLRQV XVHU FRQQHFWLRQV RU PDNH LW XQDYDLODEOH WR EH YLHZHG LQ WKH DYDLODEOH GDWDVRXUFH OLVW
6HOHFW VHFXULW\ W\SH 8VHU FRQQHFWLRQV

8VHG WR DOORZ RU GHQ\ VSHFLILHG XVHU FRQQHFWLRQV
6HOHFW VHFXULW\ W\SH $GPLQLVWUDWRU FRQQHFWLRQV

8VHG WR DOORZ RU GHQ\ VSHFLILHG DGPLQLVWUDWRU XVHU FRQQHFWLRQV
6HOHFW VHFXULW\ W\SH 'DWDVRXUFH OLVW SXEOLVKLQJ
8VHG WR DOORZ RU GHQ\ WKH GDWDVRXUFH EHLQJ SXEOLVKHG LQ WKH DYDLODEOH GDWDVRXUFH OLVW IRU WKH VSHFLILHG FRQQHFWLRQV
$OORZ
'HSHQGLQJ RQ WKH VHFXULW\ W\SH VHOHFWHG \RX FDQ W\SH WKH ,3 DGGUHVV DGGUHVV UDQJH RU KRVW QDPH RI WKH FRPSXWHUV WKDW \RX ZDQW WR DOORZ DFFHVV WR RU IURP WKHQ FOLFN $GG WR DGG WKHP WR WKH OLVW
'HQ\
'HSHQGLQJ RQ WKH VHFXULW\ W\SH VHOHFWHG \RX FDQ W\SH WKH ,3 DGGUHVV DGGUHVV UDQJH RU KRVW QDPH RI WKH FRPSXWHUV WKDW \RX ZDQW WR GHQ\ DFFHVV WR RU IURP WKHQ FOLFN $GG WR DGG WKHP WR WKH OLVW


/LFHQVHV WDE
8VHG WR VSHFLI\ WKH DPRXQW RI XVHUV WKDW FDQ EH FRQQHFWHG WR WKH GDWDVRXUFH DW DQ\ JLYHQ WLPH
&RQFXUUHQW FOLHQW FRQQHFWLRQV $V VSHFLILHG LQ VHUYHU OLFHQVH ILOH
,I RQ WKH QXPEHU RI FOLHQWV WKDW FDQ EH FRQQHFWHG WR WKH 3URMHFW:LVH VHUYHU DW WKH VDPH WLPH LV GHILQHG LQ D 3URMHFW:LVH OLFHQVH ILOH
&RQFXUUHQW FOLHQW FRQQHFWLRQV 1R PRUH WKDQ
,I RQ \RX FDQ VSHFLI\ WKH QXPEHU RI FOLHQWV WKDW FDQ EH FRQQHFWHG WR WKLV 3URMHFW:LVH GDWDVRXUFH DW WKH VDPH WLPH
:LQGRZV FOLHQW FRQQHFWLRQV 8S WR WKH OLPLW :LQGRZV FOLHQW FRQQHFWLRQV 'R QRW DFFHSW
,I RQ XVHUV DUH SUHYHQWHG IURP FRQQHFWLQJ WR WKLV GDWDVRXUFH YLD 3URMHFW:LVH ([SORUHU
:LQGRZV FOLHQW FRQQHFWLRQV 1R PRUH WKDQ
,I RQ \RX FDQ VSHFLI\ WKH QXPEHU RI FOLHQWV FRPLQJ IURP 3URMHFW:LVH ([SORUHU WKDW FDQ EH FRQQHFWHG WR WKLV 3URMHFW:LVH GDWDVRXUFH DW WKH VDPH WLPH 7KLV ZD\ \RX FDQ GLYLGH WKH WRWDO QXPEHU RI FRQQHFWLRQV EHWZHHQ :LQGRZV FOLHQW DQG %URZVHU FOLHQW FRQQHFWLRQV
%URZVHU FOLHQW FRQQHFWLRQV 8S WR WKH OLPLW %URZVHU FOLHQW FRQQHFWLRQV 'R QRW DFFHSW
,I RQ XVHUV DUH SUHYHQWHG IURP FRQQHFWLQJ WR WKLV GDWDVRXUFH YLD 3URMHFW:LVH :HE ([SORUHU DQG :HE ([SORUHU /LWH
%URZVHU FOLHQW FRQQHFWLRQV 1R PRUH WKDQ
,I RQ \RX FDQ VSHFLI\ WKH QXPEHU RI FOLHQWV FRPLQJ IURP 3URMHFW:LVH :HE ([SORUHU DQG :HE ([SORUHU /LWH WKDW FDQ EH FRQQHFWHG WR WKLV 3URMHFW:LVH GDWDVRXUFH DW WKH VDPH WLPH 7KLV ZD\ \RX FDQ GLYLGH WKH WRWDO QXPEHU RI FRQQHFWLRQV EHWZHHQ :LQGRZV FOLHQW DQG %URZVHU FOLHQW FRQQHFWLRQV


Settings tab of the Datasource Properties dialog box
'DWDEDVH 8VHUV WDE
8VHU $FFRXQW $GPLQ $FFRXQW

6HWWLQJV WDE
&RQWDLQV FRQWUROV IRU GHILQLQJ WKH RYHUDOO EHKDYLRU RI WKH GDWDVRXUFH )RU PRUH LQIRUPDWLRQ VHH 6HWWLQJV WDE RI WKH 'DWDVRXUFH 3URSHUWLHV GLDORJ ER[ RQ SDJH
)ROGHU 6HFXULW\ WDE

&RQWDLQV FRQWUROV IRU GHILQLQJ IROGHU SHUPLVVLRQV JOREDOO\ DFURVV WKH GDWDVRXUFH )RU PRUH LQIRUPDWLRQ VHH 'RFXPHQW DQG IROGHU VHFXULW\ SHUPLVVLRQV RQ SDJH
'RFXPHQW 6HFXULW\ WDE

&RQWDLQV FRQWUROV IRU GHILQLQJ GRFXPHQW SHUPLVVLRQV JOREDOO\ DFURVV WKH GDWDVRXUFH )RU PRUH LQIRUPDWLRQ VHH 'RFXPHQW DQG IROGHU VHFXULW\ SHUPLVVLRQV RQ SDJH
6HWWLQJV WDE RI WKH 'DWDVRXUFH 3URSHUWLHV GLDORJ ER[

&RQWDLQV FRQWUROV IRU GHILQLQJ WKH RYHUDOO EHKDYLRU RI WKH GDWDVRXUFH 2QFH LWHPV DUH WXUQHG RQ KHUH WKH\ FDQ EH IXUWKHU FRQILJXUHG IRU HDFK LQGLYLGXDO XVHU E\ HGLWLQJ WKH XVHUV VHWWLQJV )RU PRUH LQIRUPDWLRQ VHH 8VHU $FFRXQW 0DQDJHPHQW RQ SDJH
*OREDO GHOHWH UHVWULFWLRQV
'HIDXOW
,I RQ DOO XVHUV DUH DOORFDWHG GHOHWH ULJKWV VHH 6HWWLQJV WDE RI WKH 8VHU 3URSHUWLHV GLDORJ ER[ RQ SDJH


$GPLQ RQO\
,I RQ RQO\ D XVHU ZLWK DGPLQLVWUDWLYH ULJKWV FDQ GHOHWH DQ REMHFW
2ZQHU )ROGHU RZQHU
,I RQ RQO\ WKH )ROGHU RZQHU FDQ GHOHWH WKH REMHFW
2ZQHU 'RFXPHQW RZQHU
,I RQ RQO\ WKH 'RFXPHQW RZQHU FDQ GHOHWH WKH REMHFW
0LVFHOODQHRXV
)RUFH FDVHLQVHQVLWLYH )LQG 'RFXPHQWV IXQFWLRQDOLW\

,I RQ GRFXPHQW VHDUFKHV DUH QRW UHVWULFWHG E\ FDVH
'RFXPHQWV
&UHDWLRQ LQ ZRUNIORZ
3URYLGHV RSWLRQV IRU WKH FUHDWLRQ RI GRFXPHQWV LQ IROGHUV ZLWK D ZRUNIORZ DWWDFKHG ZKHUH WKH XVHU PD\ QRW KDYH FUHDWH SULYLOHJHV WR WKH ZRUNIORZ RU WKH ZRUNIORZ VWDWH )RU PRUH LQIRUPDWLRQ VHH 6HWWLQJV WDE RI WKH 8VHU 3URSHUWLHV GLDORJ ER[ RQ SDJH
3XW FUHDWHG GRFXPHQW LQ ILUVW ZRUNIORZ VWDWH KDYLQJ FUHDWH SHUPLVVLRQ
,I RQ ZKHQ D XVHU FUHDWHV D GRFXPHQW WKH GRFXPHQW ZLOO EH DVVLJQHG WR WKH ILUVW VWDWH LQ WKH ZRUNIORZ WR ZKLFK WKDW WKH XVHU KDV FUHDWH SULYLOHJHV )RU H[DPSOH LI D XVHU KDV UHDGZULWH SULYLOHJHV WR VWDWH DQG UHDGZULWHFUHDWH SULYLOHJHV WR VWDWH ZKHQ WKDW XVHU FUHDWHV D GRFXPHQW WKH GRFXPHQW ZLOO DXWRPDWLFDOO\ EH SODFHG LQ VWDWH
)ROGHU VWDWH GRHV QRW SUHYHQW GRFXPHQW FUHDWLRQ
,I RQ D XVHU PD\ FUHDWH D GRFXPHQW LQ D IROGHU HYHQ LI WKH IROGHU LV LQ D VWDWH WKDW WKH XVHU GRHV QRW KDYH FUHDWH SULYLOHJHV LQ )RU H[DPSOH LI D IROGHU LV LQ VWDWH DOO GRFXPHQWV LQ WKH IROGHU KDYH PRYHG RXW RI VWDWH DQG D XVHU KDV FUHDWH SULYLOHJHV LQ VWDWH EXW QRW LQ VWDWH ZKHQ WKDW XVHU FUHDWHV D GRFXPHQW LQ WKH IROGHU WKH GRFXPHQW ZLOO DXWRPDWLFDOO\ EH SODFHG LQ VWDWH


9HUVLRQV
*HQHUDWH YHUVLRQ VWULQJ IRU ILUVW GRFXPHQW YHUVLRQ
1HZ DQG LPSRUWHG GRFXPHQWV ZLOO EH DVVLJQHG D YHUVLRQ VWULQJ GHIDXOW XVHV DQ DOSKD FKDUDFWHU $%&HWF )RU PRUH LQIRUPDWLRQ VHH 6HWWLQJV WDE RI WKH 8VHU 3URSHUWLHV GLDORJ ER[ RQ SDJH
8VH QXPHULF YHUVLRQ VWULQJV
6HOHFW WR XVH D QXPHULF VWULQJ UDWKHU WKDQ WKH GHIDXOW RI DQ DOSKD FKDUDFWHU ,I WKLV RSWLRQ LV FKHFNHG \RX PD\ VSHFLI\ WKH QXPHULF VWULQJ WR EH XVHG 'RXEOHFOLFN WKH LFRQ WR VHW WKH YHUVLRQ VWULQJ SUHIL[
3XW FUHDWHG YHUVLRQ LQ ILUVW ZRUNIORZ VWDWH KDYLQJ FUHDWH SHUPLVVLRQ
,I RQ ZKHQ D XVHU FUHDWHV D QHZ YHUVLRQ RI D GRFXPHQW WKH QHZ YHUVLRQ ZLOO EH DVVLJQHG WR WKH ILUVW VWDWH LQ WKH ZRUNIORZ WR ZKLFK WKDW WKH XVHU KDV FUHDWH SULYLOHJHV )RU H[DPSOH LI D XVHU KDV UHDGZULWH SULYLOHJHV WR VWDWH DQG UHDGZULWHFUHDWH SULYLOHJHV WR VWDWH DQG WKH RULJLQDO GRFXPHQW LV LQ VWDWH WKH QHZ GRFXPHQW YHUVLRQ ZLOO EH DXWRPDWLFDOO\ EH SODFHG LQ VWDWH
XVH FXUUHQW VWDWH LI SHUPLVVLRQ LV JUDQWHG
,I WKH SUHYLRXV RSWLRQ LV FKHFNHG WKLV RSWLRQ EHFRPHV DYDLODEOH ,I RQ D QHZ YHUVLRQ ZLOO EH FUHDWHG LQ WKH FXUUHQW IROGHU VWDWH LI WKH XVHU KDV FUHDWH SULYLOHJHV )RU H[DPSOH LI D XVHU KDV UHDGZULWHFUHDWH SULYLOHJHV WR VWDWH DQG UHDGZULWHFUHDWH SULYLOHJHV WR VWDWH DQG WKH RULJLQDO GRFXPHQW LV LQ VWDWH WKH QHZ GRFXPHQW YHUVLRQ ZLOO EH DVVLJQHG WR VWDWH QRW VWDWH
'RFXPHQW KDYLQJ YHUVLRQV FDQ EH PRYHG

(YHQWV
1RWLI\ DERXW WULJJHUHG HYHQW VXFFHVV
)RU PRUH LQIRUPDWLRQ DERXW HYHQW VHWWLQJV VHH 6HWWLQJV WDE RI WKH 8VHU 3URSHUWLHV GLDORJ ER[ RQ SDJH


1RWLI\ DERXW WULJJHUHG HYHQW IDLOXUH
)RU PRUH LQIRUPDWLRQ DERXW HYHQW VHWWLQJV VHH 6HWWLQJV WDE RI WKH 8VHU 3URSHUWLHV GLDORJ ER[ RQ SDJH
$XGLW 7UDLO
'RFXPHQW /RJ 'RFXPHQW &UHDWH 0RGLI\ DQG 0RYH

,I RQ DQ HQWU\ LV DGGHG WR WKH DXGLW WUDLO ORJ ZKHQHYHU D GRFXPHQW LV FUHDWHG PRGLILHG RU PRYHG
'RFXPHQW /RJ $WWULEXWH &UHDWH DQG 0RGLI\
,I RQ DQ HQWU\ LV DGGHG WR WKH DXGLW WUDLO ORJ ZKHQHYHU D GRFXPHQW DWWULEXWH LV FUHDWHG RU PRGLILHG
'RFXPHQW /RJ 'RFXPHQW &KHFN LQ
,I RQ DQ HQWU\ LV DGGHG WR WKH DXGLW WUDLO ORJ ZKHQHYHU D GRFXPHQW LV FKHFNHG LQ
'RFXPHQW /RJ 'RFXPHQW $FFHVV &KHFNRXW &RS\RXW

,I RQ DQ HQWU\ LV DGGHG WR WKH DXGLW WUDLO ORJ ZKHQHYHU D GRFXPHQW LV FKHFNHG RXW FRSLHG RXW RU H[SRUWHG
'RFXPHQW /RJ 'RFXPHQW :RUNIORZ6WDWH FKDQJH

,I RQ DQ HQWU\ LV DGGHG WR WKH DXGLW WUDLO ORJ ZKHQHYHU D GRFXPHQW LV PRYHG WR DQRWKHU VWDWH LQ WKH ZRUNIORZ
'RFXPHQW /RJ 'RFXPHQW 9HUVLRQ FKDQJHV

,I RQ DQ HQWU\ LV DGGHG WR WKH DXGLW WUDLO ORJ ZKHQHYHU D QHZ YHUVLRQ RI D GRFXPHQW LV FUHDWHG
'RFXPHQW /RJ 'RFXPHQW )LQDO 6WDWXV FKDQJHV

,I RQ DQ HQWU\ LV DGGHG WR WKH DXGLW WUDLO ORJ ZKHQHYHU D GRFXPHQW LV SODFHG LQ )LQDO 6WDWXV


'RFXPHQW /RJ 'RFXPHQW 5HGOLQLQJ
,I RQ DQ HQWU\ LV DGGHG WR WKH DXGLW WUDLO ORJ ZKHQHYHU D GRFXPHQW LV UHGOLQHG
'RFXPHQW /RJ 'RFXPHQW 3HUPLVVLRQ FKDQJH
,I RQ DQ HQWU\ LV DGGHG WR WKH DXGLW WUDLO ORJ ZKHQHYHU WKH SHUPLVVLRQV VHW IRU GRFXPHQWV DUH FKDQJHG
'RFXPHQW /RJ 'RFXPHQW 'HOHWH
,I RQ DQ HQWU\ LV DGGHG WR WKH DXGLW WUDLO ORJ ZKHQHYHU D GRFXPHQW LV GHOHWHG
'RFXPHQW &RS\ DXGLW WUDLO UHFRUGV DORQJ ZLWK FRSLHG GRFXPHQWV
,I RQ LI D GRFXPHQW LV FRSLHG WR DQRWKHU IROGHU WKH DXGLW WUDLO UHFRUGV VWD\ ZLWK WKH FRSLHG GRFXPHQW 7KH UHFRUGV DOVR UHPDLQ RQ WKH RULJLQDO GRFXPHQW
)ROGHU /RJ &UHDWH
,I RQ DQ HQWU\ LV DGGHG WR WKH DXGLW WUDLO ORJ ZKHQHYHU D IROGHU LV FUHDWHG
)ROGHU /RJ 0RGLI\
,I RQ DQ HQWU\ LV DGGHG WR WKH DXGLW WUDLO ORJ ZKHQHYHU D IROGHU LV PRGLILHG
)ROGHU /RJ 'HOHWH
,I RQ DQ HQWU\ LV DGGHG WR WKH DXGLW WUDLO ORJ ZKHQHYHU D IROGHU LV GHOHWHG
'RFXPHQW 6HW /RJ &UHDWH
,I RQ DQ HQWU\ LV DGGHG WR WKH DXGLW WUDLO ORJ ZKHQHYHU D GRFXPHQW VHW LV FUHDWHG
'RFXPHQW 6HW /RJ 0HPEHU $GG DQG 5HPRYH
,I RQ DQ HQWU\ LV DGGHG WR WKH DXGLW WUDLO ORJ ZKHQHYHU D GRFXPHQW LV DGGHG WR RU UHPRYHG IURP WKH GRFXPHQW VHW


7UXQFDWLQJ 7UXQFDWH W\SH .HHS UHFRUGV IRU VSHFLILHG SHULRG
$OORZV \RX WR VSHFLI\ KRZ ORQJ \RX ZRXOG OLNH WR NHHS WKH DXGLW WUDLO UHFRUGV )RU H[DPSOH PRQWK PRQWKV \HDU DQG VR RQ
7UXQFDWLQJ 7UXQFDWH W\SH .HHS VSHFLILHG QXPEHU RI UHFRUGV
$OORZV \RX WR VSHFLI\ KRZ PDQ\ UHFRUGV \RX ZDQW WR NHHS LQ WKH DXGLW WUDLO 2QFH WKH VSHFLILHG QXPEHU LV VXUSDVVHG WKH ROGHVW UHFRUGV ZLOO EH GHOHWHG XQWLO WKH QXPEHU RI UHFRUGV LV UHGXFHG WR WKH PD[LPXP DJDLQ
7UXQFDWLQJ 7UXQFDWH W\SH .HHS DOO UHFRUGV

,I RQ DOO UHFRUGV LQ WKH DXGLW WUDLO ZLOO EH NHSW
7UXQFDWLQJ 0RYH H[FHHGLQJ UHFRUGV LQWR VHFRQGDU\ WDEOH

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
(QJLQHHULQJ &RPSRQHQWV
'LVSOD\ &RPSRQHQWV LQ 3URMHFW:LVH &OLHQWV
7R EH XVHG LI 3URMHFW:LVH &RPSRQHQW 6HUYLFHV LV LPSOHPHQWHG DW \RXU VLWH ,I RQ WKH &RPSRQHQWV LFRQ GLVSOD\V ZKHQ D XVHU ORJV LQ WR WKLV GDWDVRXUFH IURP 3URMHFW:LVH ([SORUHU RU :HE ([SORUHU /LWH
)ROGHU IRU VDYHG FRPSRQHQW VHDUFKHV
6HWV WKH IROGHU WKDW UHODWLRQDO VHDUFKHV ZLOO EH VDYHG WR ZKHQ VHDUFKHV DUH UXQ DQG VDYHG IURP 3URMHFW:LVH ([SORUHU


Workspace Profiles
)ROGHU IRU FRPSRQHQW LPDJHV
6HWV WKH 3URMHFW:LVH IROGHU WKDW FRQWDLQV WKH LFRQV DQG JLIV XVHG IRU FRPSRQHQW FODVVHV
:RUNVSDFH 3URILOHV
8VHG WR HVWDEOLVK SURILOHV WKDW GHILQH WKH ORFDWLRQ RI 0LFUR6WDWLRQ ZRUNVSDFHV 7R FUHDWH QHZ SURILOHV ULJKWFOLFN WKH :RUNVSDFH 3URILOHV LFRQ DQG FKRRVH New > Workspace Profile )RU PRUH LQIRUPDWLRQ VHH 'HILQLQJ :RUNVSDFH 3URILOHV RQ SDJH
:RUNVSDFH 3URILOH :L]DUG3URSHUWLHV

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
:HOFRPH VFUHHQ 'HILQLQJ WKH ZRUNVSDFH 3URILOH 3URSHUWLHV VFUHHQ RU *HQHUDO WDE RI WKH 3URSHUWLHV GLDORJ ER[
8VHG WR VHOHFW WKH 3URMHFW:LVH IROGHU LQ ZKLFK WKH GRFXPHQW ZLOO EH FUHDWHG
1DPH
6HWV WKH QDPH RI WKH ZRUNVSDFH SURILOH 2QFH WKH SURILOH LV FUHDWHG XVHUV ZLOO EH DEOH WR DSSO\ WKH ZRUNVSDFH SURILOH WR IROGHUV IURP 3URMHFW:LVH ([SORUHU 6SHFLILFDOO\ WKH ZRUNVSDFH SURILOH ZLOO DSSHDU LQ WKH :RUNVSDFH 3URILOH GURSGRZQ OLVW ER[ RQ WKH *HQHUDO WDE RI WKH )ROGHU 3URSHUWLHV GLDORJ ER[


Messaging services
'HVFULSWLRQ
8VHG WR SURYLGH D GHVFULSWLRQ RI WKH ZRUNVSDFH 7KLV ILHOG LV RSWLRQDO
0LFUR6WDWLRQ :RUNVSDFH 5RRW 'LUHFWRU\ $GGLWLRQDO 0LFUR6WDWLRQ &RPPDQGOLQH $UJXPHQWV 0LFUR6WDWLRQ :RUNVSDFH 'HIDXOW 6HWWLQJV $OORZ 8VHUV WR 2YHUULGH 'HIDXOW :RUNVSDFH 6HWWLQJV
8VHUVSHFLILF 6HWWLQJV VFUHHQ RU 8VHUV WDE RI WKH 3URSHUWLHV GLDORJ ER[
6HOHFW 8VHUV 0LFUR6WDWLRQ :RUNVSDFH 6HWWLQJV 8VH 'HIDXOWV $SSO\

)LQLVKHG VFUHHQ
0HVVDJLQJ VHUYLFHV
8VHG WR VHW XS UXOHV IRU KDYLQJ PHVVDJHV DXWRPDWLFDOO\ VHQW WR XVHUV ZKHQ WKH VWDWXV RI D GRFXPHQW FKDQJHV LQ VRPH ZD\ 7R FUHDWH D UXOH IRU VHQGLQJ PHVVDJHV ULJKWFOLFN WKH 0HVVDJLQJ VHUYLFHV LFRQ DQG FKRRVH New > Messaging Agent
1HZ 0HVVDJLQJ $JHQW :L]DUG

8VHG WR ZDON \RX WKURXJK WKH SURFHVV RI FUHDWLQJ D PHVVDJLQJ DJHQW $ PHVVDJLQJ DJHQW FRQWDLQV UXOHV IRU KDYLQJ PHVVDJHV DXWRPDWLFDOO\ JHQHUDWHG DQG VHQW WR XVHUV ZKHQ VRPH FKDQJH RU DFWLRQ DIIHFWV D GRFXPHQW LQ VRPH


New Messaging Agent Wizard
ZD\ 7KLV VHFWLRQ GRFXPHQWV DOO WKH SRVVLEOH VFUHHQV LQ RUGHU RI DSSHDUDQFH WKDW \RX PLJKW HQFRXQWHU LQ WKH 1HZ 0HVVDJLQJ $JHQW :L]DUG )RU PRUH LQIRUPDWLRQ DERXW XVLQJ WKH ZL]DUG DQG FUHDWLQJ PHVVDJLQJ DJHQWV LQ JHQHUDO VHH &UHDWLQJ 0HVVDJLQJ $JHQWV RQ SDJH
:HOFRPH VFUHHQ 'HILQLQJ WKH PHVVDJLQJ DJHQW VFUHHQ

8VHG WR GHILQH WKH VXEMHFW WH[W DQG W\SH RI WKH PHVVDJLQJ DJHQW
0HVVDJH VXEMHFW
'HILQHV WKH VXEMHFW RI WKH PHVVDJH )RU H[DPSOH 'RFXPHQW PRYHG WR QH[W VWDWH 7KLV ILHOG LV UHTXLUHG
0HVVDJH WH[W
$OORZV \RX WR DGG IXUWKHU FRPPHQWV LI WKH PHVVDJH VXEMHFW LV QRW VXIILFLHQW LQIRUPDWLRQ )RU H[DPSOH 7KH DWWDFKHG GRFXPHQW LV QRZ DYDLODEOH IRU XSGDWLQJ 7KLV ILHOG LV RSWLRQDO
0HVVDJH W\SH (PDLO
,I VHW JHQHUDWHG PHVVDJH FDQ EH VHQW WR 3URMHFW:LVH 8VHUV ZLWK DQ HPDLO DGGUHVV
0HVVDJH W\SH 3URMHFW:LVH PHVVDJH
,I VHW WKH JHQHUDWHG PHVVDJH FDQ EH VHQW WR VHOHFWHG 3URMHFW:LVH 8VHUV *URXSV DQGRU 8VHU /LVWV ZLWK DSSURSULDWH DFFHVV ULJKWV
$WWDFK 'RFXPHQW
,I RQ D OLQN WR WKH UHOHYDQW GRFXPHQW LV DWWDFKHG WR WKH PHVVDJH ZKHQ WKH PHVVDJH LV VHQW
6SHFLI\LQJ PHVVDJH UHFLSLHQW VFUHHQ

8VHG WR VHOHFW WKH 8VHUV DQG *URXSV ZKR ZLOO UHFHLYH WKH PHVVDJH


8VHUV WKDW KDYH DFFHVV WR WKH GRFXPHQW RQ ZKLFK FRPPDQG LV H[HFXWHG
,I RQ RQO\ ZKR KDYH DFFHVV ULJKWV WR WKH DIIHFWHG GRFXPHQWV ZLOO UHFHLYH D PHVVDJH ZKHQ WKH PHVVDJLQJ DJHQW LV WULJJHUHG
8VHUV DQG *URXSV OLVW ER[
'LVSOD\V WKH OLVW RI 8VHUV DQG *URXSV VHOHFWHG WR UHFHLYH WKH PHVVDJH 7KLV RSWLRQ PD\ EH XVHG LQ FRQMXQFWLRQ ZLWK WKH FKHFN ER[ RSWLRQ DERYH RU DV DQ DOWHUQDWLYH
$GG
2SHQV WKH 6HOHFW 8VHU RU *URXS GLDORJ ER[ ZKLFK LV XVHG WR DGG XVHUV RU JURXSV WR WKH OLVW RI PHVVDJH UHFLSLHQWV ,Q WKH 6HOHFW 8VHU RU *URXS GLDORJ ER[ VHOHFW D XVHU RU JURXS WKHQ FOLFN 2.
5HPRYH
5HPRYHV WKH VHOHFWHG 8VHU RU *URXS IURP WKH OLVW
6SHFLI\LQJ PHVVDJH VHQGLQJ PRGH VFUHHQ

8VHG WR VSHFLI\ ZKHWKHU RU QRW D QRWLILFDWLRQ ZLOO EH GLVSOD\HG ZKHQ WKH PHVVDJH LV VHQW
6HQG WKH PHVVDJH VLOHQWO\
,I RQ WKH JHQHUDWHG PHVVDJH ZLOO EH VHQW WR WKH VSHFLILHG XVHUV ZLWKRXW QRWLILFDWLRQ
6KRZ GLDORJ WR VHQG WKH PHVVDJH
,I RQ WKH XVHU ZKR SHUIRUPV WKH DFWLRQ RQ WKH GRFXPHQW ZKLFK WULJJHUV WKH PHVVDJLQJ DJHQW ZLOO UHFHLYH D QRWLILFDWLRQ WKDW D PHVVDJH KDV EHHQ VHQW RQ KLV RU KHU EHKDOI
6SHFLI\LQJ FRPPDQG W\SH DQG VHQGLQJ WLPH VFUHHQ
&RPPDQG W\SH 'RFXPHQW FKHFNLQ
,I VHOHFWHG D PHVVDJH ZLOO EH JHQHUDWHG ZKHQHYHU D GRFXPHQW LQ WKH VHOHFWHG IROGHUV LV FKHFNHG LQ


&RPPDQG W\SH 'RFXPHQW FKHFNRXW
,I VHOHFWHG D PHVVDJH ZLOO EH JHQHUDWHG ZKHQHYHU D GRFXPHQW LQ WKH VHOHFWHG IROGHUV LV FKHFNHG RXW
&RPPDQG W\SH 'RFXPHQW H[SRUW
,I VHOHFWHG D PHVVDJH ZLOO EH JHQHUDWHG ZKHQHYHU D GRFXPHQW LQ WKH VHOHFWHG IROGHUV LV H[SRUWHG
&RPPDQG W\SH 'RFXPHQW VWDWH FKDQJH
,I VHOHFWHG D PHVVDJH ZLOO EH JHQHUDWHG ZKHQHYHU D GRFXPHQW LV PRYHG WR DQRWKHU VWDWH LQ WKH VHOHFWHG ZRUNIORZV
&RPPDQG W\SH 'RFXPHQW YHUVLRQ FKDQJH
,I VHOHFWHG D PHVVDJH ZLOO EH JHQHUDWHG ZKHQHYHU D QHZ YHUVLRQ RI D GRFXPHQW LQ WKH VHOHFWHG IROGHUV LV FUHDWHG
&RPPDQG W\SH 5HIUHVK VHUYHU FRS\
,I VHOHFWHG D PHVVDJH ZLOO EH JHQHUDWHG ZKHQHYHU D XVHU ZRUNLQJ LQ 3URMHFW:LVHLQWHJUDWHG 0LFUR6WDWLRQ XSGDWHV WKH VHUYHU FRS\ RI D GRFXPHQW LQ WKH VHOHFWHG IROGHUV
6HQG WKH PHVVDJH MXVW EHIRUH FRPPDQG LV H[HFXWHG ZKHQ GRFXPHQW OHDYHV WKH FXUUHQW VWDWH
,I RQ WKH PHVVDJH ZLOO EH VHQW MXVW DIWHU WKH XVHU LQLWLDWHV WKH FRPPDQG DQG MXVW EHIRUH 3URMHFW:LVH KDV D FKDQFH WR H[HFXWH WKH FRPPDQG
6HQG WKH PHVVDJH ZKHQ WKH FRPPDQG LV ILQLVKHG ZKHQ GRFXPHQW FRPHV LQWR WKH QHZ VWDWH
,I RQ WKH PHVVDJH ZLOO EH VHQW DIWHU 3URMHFW:LVH H[HFXWHV WKH FRPPDQG
$WWDFKLQJ )ROGHU WR 'RFXPHQW $JHQW VFUHHQ

8VHG WR VHOHFW WKH IROGHUV FRQWDLQLQJ WKH GRFXPHQWV WKDW ZLOO LQLWLDWH WKH VHQGLQJ RI PHVVDJHV 7KLV VFUHHQ RSHQV ZKHQ \RX FKRRVH RQH RI WKH IROORZLQJ DV WKH &RPPDQG W\SH 'RFXPHQW FKHFNLQ 'RFXPHQW FKHFNRXW 'RFXPHQW H[SRUW 'RFXPHQW YHUVLRQ FKDQJH RU 5HIUHVK VHUYHU FRS\


Applications
$GG
2SHQV WKH $GG )ROGHU GLDORJ ER[ IURP ZKLFK \RX FDQ VHOHFW D IROGHU WR DGG WR OLVW RI IROGHUV FRQVLGHUHG E\ WKH PHVVDJLQJ DJHQW
5HPRYH
5HPRYHV WKH VHOHFWHG IROGHU IURP WKH OLVW RI IROGHUV FRQVLGHUHG E\ WKH PHVVDJLQJ DJHQW
$WWDFKLQJ :RUNIORZ 6WDWH WR :RUNIORZ $JHQW VFUHHQ

8VHG WR VSHFLI\ WKH VWDWH WKDW KDV WR FKDQJH LQ RUGHU WR LQLWLDWH WKH VHQGLQJ RI WKH PHVVDJH 7KLV VFUHHQ RSHQV ZKHQ \RX FKRRVH 'RFXPHQW VWDWH FKDQJH DV WKH &RPPDQG W\SH
$GG
2SHQV WKH 6HOHFW :RUNIORZ 6WDWH GLDORJ ER[ IURP ZKLFK \RX FDQ VHOHFW D ZRUNIORZ DQG VWDWH WR DGG WR OLVW RI VWDWHV FRQVLGHUHG E\ WKH PHVVDJLQJ DJHQW
5HPRYH
5HPRYHV WKH VHOHFWHG ZRUNIORZ DQG VWDWH IURP WKH OLVW RI VWDWHV FRQVLGHUHG E\ WKH PHVVDJLQJ DJHQW
)LQLVKHG VFUHHQ
$SSOLFDWLRQV
'LVSOD\V WKH OLVW RI 3URMHFW:LVH $SSOLFDWLRQV 7KHVH QDPHV UHSUHVHQW DFWXDO DSSOLFDWLRQV WKDW XVHUV KDYH LQVWDOOHG RQ WKHLU FRPSXWHUV DQG XVH WR HGLW GRFXPHQWV IURP 3URMHFW:LVH ([SORUHU <RX FDQ DGG ILOH H[WHQVLRQV WR WKH DSSOLFDWLRQV WR ZKLFK ILOH H[HFXWDEOHV DUH DVVLJQHG LQ 3URMHFW:LVH ([SORUHU 7R FUHDWH QHZ DSSOLFDWLRQV ULJKWFOLFN WKH $SSOLFDWLRQV LFRQ DQG FKRRVH New > Application )RU PRUH LQIRUPDWLRQ VHH &UHDWLQJ 3URMHFW:LVH $SSOLFDWLRQV RQ SDJH


Application Properties dialog box
$SSOLFDWLRQ 3URSHUWLHV GLDORJ ER[

8VHG WR GHILQH WKH QDPH RI DQ DSSOLFDWLRQ DQG WKH ILOH H[WHQVLRQV WR EH DVVRFLDWHG ZLWK WKDW DSSOLFDWLRQ
,GHQWLILFDWLRQ 1DPH
'HILQHV WKH QDPH RI WKH DSSOLFDWLRQ WKDW \RX ZDQW WR DGG PRGLI\ RU UHPRYH E\ XVLQJ WKH $GG 0RGLI\ RU 5HPRYH LFRQV
)LOH H[WHQVLRQV WH[W ILHOG

'HILQHV ILOH H[WHQVLRQ
)LOH H[WHQVLRQV OLVW ER[

/LVWV DVVRFLDWHG ILOH H[WHQVLRQV
$GG
$GGV WKH ILOH H[WHQVLRQ GHVFULEHG LQ WKH )LOH H[WHQVLRQ HQWU\ ILHOG WR WKH )LOH H[WHQVLRQ OLVW
0RGLI\
&KDQJHV WKH QDPH RI WKH KLJKOLJKWHG HQWU\ LQ WKH )LOH H[WHQVLRQ OLVW WR WKDW GLVSOD\HG LQ WKH )LOH H[WHQVLRQ HQWU\ ILHOG
5HPRYH
5HPRYHV WKH KLJKOLJKWHG HQWU\ LQ WKH )LOH H[WHQVLRQ OLVW


Departments
'HSDUWPHQWV
'LVSOD\V WKH OLVW RI GHSDUWPHQWV 7R FUHDWH QHZ GHSDUWPHQWV ULJKWFOLFN WKH 'HSDUWPHQWV LFRQ DQG FKRRVH New > Departments )RU PRUH LQIRUPDWLRQ VHH (VWDEOLVKLQJ 'HSDUWPHQWV RQ SDJH
'HSDUWPHQW 3URSHUWLHV GLDORJ ER[

8VHG WR DGG D GHSDUWPHQW QDPH WR WKH OLVW RI GHSDUWPHQWV RU PRGLI\ DQ H[LVWLQJ GHSDUWPHQWV SURSHUWLHV
1DPH
'HILQHV WKH QDPH RI WKH GHSDUWPHQW
'HVFULSWLRQ
$OORZV \RX WR W\SH DQ RSWLRQDO GHVFULSWLRQ RI WKH GHSDUWPHQW
6WDWHV
'LVSOD\V WKH OLVW RI GHILQHG VWDWHV WKURXJK ZKLFK D GRFXPHQW FDQ PRYH IURP FUHDWLRQ WR FRPSOHWLRQ $ VWDWH LV D SKDVH ZLWKLQ D ZRUNIORZ 7R FUHDWH QHZ VWDWHV ULJKWFOLFN WKH 6WDWHV LFRQ DQG FKRRVH New > State )RU PRUH LQIRUPDWLRQ VHH &UHDWLQJ :RUNIORZV DQG :RUNIORZ 6WDWHV RQ SDJH


State Properties dialog box
6WDWH 3URSHUWLHV GLDORJ ER[

8VHG WR FUHDWH D QHZ RU PRGLI\ DQ H[LVWLQJ VWDWH :KHQ \RX YLHZ WKH SURSHUWLHV RI D VWDWH OLVWHG XQGHU WKH 6WDWHV LFRQ WKH 6WDWH 3URSHUWLHV GLDORJ ER[ FRQWDLQV D *HQHUDO WDE DQG DQ $JHQWV WDE 2Q WKH $JHQWV WDE \RX FDQ DVVRFLDWH H[LVWLQJ ZRUNIORZ PHVVDJLQJ DJHQWV VHH &UHDWLQJ 0HVVDJLQJ $JHQWV RQ SDJH WR WKH VWDWH :KHQ \RX YLHZ WKH SURSHUWLHV RI D VWDWH IURP WKH ZRUNIORZ LW LV DVVRFLDWHG ZLWK WKH 6WDWH 3URSHUWLHV GLDORJ ER[ FRQWDLQV D *HQHUDO WDE D 'RFXPHQW 6HFXULW\ WDE DQG D )ROGHU 6HFXULW\ WDE
*HQHUDO WDE
1DPH
'HILQHV WKH QDPH RI WKH VWDWH
'HVFULSWLRQ
$OORZV \RX WR DGG DQ RSWLRQDO GHVFULSWLRQ IRU WKH VWDWH
$JHQWV WDE
8VHG WR DVVRFLDWH H[LVWLQJ ZRUNIORZ PHVVDJLQJ DJHQWV WR WKH VWDWH
6XEMHFW:RUNIORZ QDPH OLVW
'LVSOD\V WKH OLVW RI PHVVDJLQJ DJHQWV DVVRFLDWHG ZLWK WKH VWDWH
$GG
2SHQV WKH :RUNIORZ DQG :RUNIORZ $JHQW GLDORJ ER[ VHH SDJH ZKLFK LV XVHG WR VHOHFW D ZRUNIORZ PHVVDJLQJ DJHQW WR DVVRFLDWH ZLWK WKH VHOHFWHG VWDWH $ ZDUQLQJ GLDORJ ER[ RSHQV LI QR ZRUNIORZ PHVVDJLQJ DJHQWV H[LVW RU LI WKH VWDWH LI QRW DWWDFKHG WR D ZRUNIORZ
5HPRYH
5HPRYHV WKH VHOHFWHG ZRUNIORZ DJHQW IURP WKH OLVW


Workflow and Workflow Agent dialog box
)ROGHU 6HFXULW\ WDE

&RQWDLQV FRQWUROV IRU GHILQLQJ IROGHU SHUPLVVLRQV ZKHQ WKH VHOHFWHG ZRUNIORZ VWDWH LV DSSOLHG WR WKH IROGHU )RU PRUH LQIRUPDWLRQ VHH 'RFXPHQW DQG IROGHU VHFXULW\ SHUPLVVLRQV RQ SDJH

&RQWDLQV FRQWUROV IRU GHILQLQJ GRFXPHQW SHUPLVVLRQV ZKHQ WKH VHOHFWHG ZRUNIORZ VWDWH LV DSSOLHG WR WKH IROGHU )RU PRUH LQIRUPDWLRQ VHH 'RFXPHQW DQG IROGHU VHFXULW\ SHUPLVVLRQV RQ SDJH
:RUNIORZ DQG :RUNIORZ $JHQW GLDORJ ER[

8VHG WR VHOHFW H[LVWLQJ ZRUNIORZ PHVVDJLQJ DJHQWV WR DVVRFLDWH ZLWK D VSHFLILF VWDWH LQ D ZRUNIORZ 7KLV GLDORJ ER[ RSHQV ZKHQ \RX FOLFN WKH $GG EXWWRQ RQ WKH $JHQWV WDE RI WKH 6WDWH 3URSHUWLHV GLDORJ ER[ DQG LI \RX KDYH DOUHDG\ FUHDWHG DW OHDVW RQH ZRUNIORZ PHVVDJLQJ DJHQW VHH 7R FUHDWH D ZRUNIORZ PHVVDJLQJ DJHQW RQ SDJH
0HVVDJLQJ $JHQW
'LVSOD\V WKH OLVW RI ZRUNIORZ PHVVDJLQJ DJHQWV WKDW H[LVW LQ WKH GDWDVRXUFH 6HOHFWLQJ D PHVVDJLQJ DJHQW IURP WKH GURSGRZQ OLVW DVVRFLDWHV WKH ZRUNIORZ PHVVDJLQJ DJHQW WR WKH VWDWH IRU ZKLFK \RX KDYH WKH 3URSHUWLHV GLDORJ ER[ RSHQ
:RUNIORZ
'LVSOD\V WKH OLVW RI H[LVWLQJ ZRUNIORZV LQ ZKLFK WKH VWDWH LV UHIHUHQFHG 6HOHFWLQJ D ZRUNIORZ IURP WKH GURSGRZQ OLVW GHWHUPLQHV WKH VWDWH DQG ZRUNIORZ WR ZKLFK WR DSSO\ WKH VHOHFWHG PHVVDJLQJ DJHQW


Workflows
:RUNIORZV
'LVSOD\V WKH OLVW RI DYDLODEOH ZRUNIORZV 7R FUHDWH QHZ ZRUNIORZV ULJKWFOLFN WKH :RUNIORZV LFRQ DQG FKRRVH New > Workflow )RU PRUH LQIRUPDWLRQ VHH &UHDWLQJ :RUNIORZV DQG :RUNIORZ 6WDWHV RQ SDJH
:RUNIORZ 3URSHUWLHV GLDORJ ER[

8VHG WR FUHDWH D QHZ RU PRGLI\ DQ H[LVWLQJ ZRUNIORZ :KHQ \RX DUH FUHDWLQJ WKH ZRUNIORZ WKH :RUNIORZ 3URSHUWLHV GLDORJ ER[ RQO\ GLVSOD\V WKH *HQHUDO WDE $IWHU WKH ZRUNIORZ KDV EHHQ FUHDWHG WKH )ROGHU 6HFXULW\ 'RFXPHQW 6HFXULW\ DQG $JHQWV WDEV DUH DGGHG IRU \RX WR VXSSO\ DGGLWLRQDO LQIRUPDWLRQ WR WKH ZRUNIORZ
*HQHUDO WDE
1DPH
'HILQHV WKH QDPH RI WKH ZRUNIORZ
'HVFULSWLRQ
$OORZV \RX WR DGG DQ RSWLRQDO GHVFULSWLRQ IRU WKH ZRUNIORZ
)ROGHU 6HFXULW\ WDE

&RQWDLQV FRQWUROV IRU GHILQLQJ IROGHU SHUPLVVLRQV ZKHQ WKH VHOHFWHG ZRUNIORZ LV DSSOLHG WR WKH IROGHU )RU PRUH LQIRUPDWLRQ VHH 'RFXPHQW DQG IROGHU VHFXULW\ SHUPLVVLRQV RQ SDJH

&RQWDLQV FRQWUROV IRU GHILQLQJ GRFXPHQW SHUPLVVLRQV ZKHQ WKH VHOHFWHG ZRUNIORZ LV DSSOLHG WR WKH IROGHU )RU PRUH LQIRUPDWLRQ VHH 'RFXPHQW


Storage areas
DQG IROGHU VHFXULW\ SHUPLVVLRQV RQ SDJH
$JHQWV WDE
8VHG WR VHOHFW H[LVWLQJ ZRUNIORZ PHVVDJLQJ DJHQWV WR DVVRFLDWH WR WKH ZRUNIORZ
6WRUDJH DUHDV
'LVSOD\V WKH OLVW RI DYDLODEOH VWRUDJH DUHDV IRU GRFXPHQWV LQ WKH GDWDVRXUFH 7R FUHDWH D QHZ VWRUDJH DUHD ULJKWFOLFN WKH 6WRUDJH DUHDV LFRQ DQG FKRRVH New > Storage area )RU PRUH LQIRUPDWLRQ VHH 6HWWLQJ 8S 'RFXPHQW 6WRUDJH $UHDV RQ SDJH
6WRUDJH $UHD 3URSHUWLHV GLDORJ ER[

8VHG WR FUHDWH D VWRUDJH DUHD IRU ZKLFK GRFXPHQWV LQ WKH GDWDVRXUFH DUH VWRUHG RU WR PRGLI\ DQ H[LVWLQJ VWRUDJH DUHDV SURSHUWLHV
1DPH
'HILQHV WKH QDPH RI WKH VWRUDJH DUHD 7KLV LV WKH QDPH XVHUV ZLOO VHH RQ YDULRXV GLDORJ ER[HV LQ 3URMHFW:LVH ([SORUHU LQ SDUWLFXODU LQ WKH 6WRUDJH $UHD GURSGRZQ OLVW ER[ LQ WKH &UHDWH )ROGHU GLDORJ ER[
'HVFULSWLRQ
$OORZV \RX WR W\SH DQ RSWLRQDO GHVFULSWLRQ RI WKH VWRUDJH DUHD
&RPSXWHU QDPH RU ,3 DGGUHVV

'HILQHV WKH FRPSXWHU RQ ZKLFK WKH VWRUDJH DUHD LV WR EH FUHDWHG 3URMHFW:LVH


Environments
$SSOLFDWLRQ 6HUYHU RU 3URMHFW:LVH )LOH 7UDQVIHU 6HUYHU PXVW EH LQVWDOOHG DQG UXQQLQJ RQ WKH FRPSXWHU VSHFLILHG KHUH
3DWK
8VHG WR FUHDWH WKH DFWXDO VWRUDJH DUHD IROGHU RQ WKH VSHFLILHG FRPSXWHU 0DNH VXUH \RX LQFOXGH WKH GULYH ZKHQ GHILQLQJ WKH SDWK IRU H[DPSOH &?VWRUDJH 7KH IROGHU ZLOO EH FUHDWHG DIWHU \RX FOLFN 2. RU $SSO\ LQ WKLV GLDORJ ER[ ,I WKH IROGHU \RX VSHFLI\ DOUHDG\ H[LVWV \RX ZLOO QRW EH SHUPLWWHG WR XVH WKDW IROGHU DV \RXU QHZ VWRUDJH DUHD
(QYLURQPHQWV
'LVSOD\V WKH OLVW RI DYDLODEOH HQYLURQPHQWV LQ WKH GDWDVRXUFH 7R FUHDWH D QHZ HQYLURQPHQW ULJKWFOLFN WKH (QYLURQPHQWV LFRQ DQG FKRRVH New > Environment )RU PRUH LQIRUPDWLRQ VHH &UHDWLQJ (QYLURQPHQWV DQG $WWULEXWHV RQ SDJH
,QWHUIDFHV
'LVSOD\V WKH OLVW RI DYDLODEOH LQWHUIDFHV LQ WKH GDWDVRXUFH 7R FUHDWH D QHZ LQWHUIDFH ULJKWFOLFN WKH ,QWHUIDFHV LFRQ DQG FKRRVH New > Interface )RU PRUH LQIRUPDWLRQ VHH &UHDWLQJ ,QWHUIDFHV RQ SDJH
8VHUV
'LVSOD\V WKH OLVW RI XVHUV ZKR FDQ DFFHVV WKH GDWDVRXUFH 7R DGG D XVHU ULJKWFOLFN WKH 8VHUV LFRQ DQG FKRRVH New > User )RU PRUH LQIRUPDWLRQ VHH &UHDWLQJ 8VHU $FFRXQWV LQ WKH 'DWDVRXUFH RQ SDJH


User Properties dialog box
8VHU 3URSHUWLHV GLDORJ ER[

8VHG WR FRQWURO D XVHUV DFFHVV WR WKH GDWDVRXUFH DQG ZKDW WKDW XVHU FDQ GR LQ WKH GDWDVRXUFH
*HQHUDO WDE
1DPH
6HWV WKH QDPH RI WKH XVHU DFFRXQW ,I \RX DUH XVLQJ WKLV GLDORJ ER[ WR FUHDWH D /RJLFDO DFFRXQW WKLV QDPH FDQ EH DQ\WKLQJ ,I \RX DUH XVLQJ WKLV GLDORJ ER[ WR DGG DQ H[LVWLQJ :LQGRZV 17 DFFRXQW WR WKH GDWDVRXUFH WKH QDPH PXVW PDWFK WKH QDPH RI D YDOLG :LQGRZV 17 DFFRXQW
'HVFULSWLRQ
2SWLRQDO WKLV ILHOG LV XVHG WR SURYLGH D GHVFULSWLRQ IRU WKH XVHU
(PDLO
2SWLRQDO WKLV ILHOG LV XVHG WR SURYLGH WKH XVHUV HPDLO DGGUHVV
7\SH /RJLFDO
,I VHW WKH XVHU DFFRXQW LV D 3URMHFW:LVH DFFRXQW ZKRVH SDVVZRUG LV VWRUHG LQ WKH 3URMHFW:LVH GDWDVRXUFH <RX FDQ FKDQJH WKH SDVVZRUG IRU ORJLFDO XVHU DFFRXQWV
7\SH :LQGRZV 17
,I VHW WKH XVHU DFFRXQW LV D :LQGRZV 17 DFFRXQW ZKRVH SDVVZRUG LV QRW VWRUHG LQ 3URMHFW:LVH 7KH SDVVZRUG IRU WKLV DFFRXQW LV GHWHUPLQHG E\ WKH XVHUV :LQGRZV 17 SDVVZRUG VHWWLQJV
:LQGRZV 17 GRPDLQ
:KHQ WKH DFFRXQW 7\SH LV VHW WR :LQGRZV 17 \RX PXVW VSHFLI\ WKH GRPDLQ WR ZKLFK WKH XVHU DFFRXQW EHORQJV


User Properties dialog box
3DVVZRUG
:KHQ WKH DFFRXQW 7\SH LV VHW WR /RJLFDO WKLV ILHOG EHFRPHV HQDEOHG IRU \RX WR FUHDWH RU PRGLI\ WKH SDVVZRUG IRU WKH XVHUV DFFRXQW
9HULI\ SDVVZRUG
:KHQ WKH DFFRXQW 7\SH LV VHW WR /RJLFDO WKLV ILHOG DOVR EHFRPHV HQDEOHG IRU \RX WR UHW\SH WKH SDVVZRUG IRU WKH XVHUV DFFRXQW LI \RX KDYH MXVW FUHDWHG RU PRGLILHG WKH SDVVZRUG
$FFRXQW LV GLVDEOHG
,I RQ WKH VHOHFWHG XVHU ZLOO QR ORQJHU EH DEOH WR DFFHVV WKLV GDWDVRXUFH
6HWWLQJV WDE
8VHG WR FRQWURO WKH DFWLRQV D XVHU FDQ SHUIRUP DQG DOVR WR FRQWURO ZKDW KDSSHQV ZKHQ FHUWDLQ DFWLRQV DUH SHUIRUPHG LQ 3URMHFW:LVH ([SORUHU 6HH 6HWWLQJV WDE RI WKH 8VHU 3URSHUWLHV GLDORJ ER[ RQ SDJH IRU LQIRUPDWLRQ DERXW HDFK FRQWURO RQ WKLV WDE
0HPEHU 2I WDE
'LVSOD\V WKH JURXSV DQGRU XVHU OLVWV WKDW WKH VHOHFWHG XVHU LV D PHPEHU RI
$GG
2SHQV WKH 6HOHFW 8VHUV /LVWV GLDORJ ER[ ZKLFK LV XVHG WR VHOHFW WKH XVHU OLVW WR ZKLFK WR DGG WKH JURXS 7R DGG WKH JURXS IURP WKH 6HOHFW 8VHUV /LVWV GLDORJ ER[ VHOHFW RQH RU PRUH OLVWV DQG FOLFN 2.
5HPRYH
8VHG WR UHPRYH WKH JURXS IURP EHLQJ D PHPEHU RI WKH VHOHFWHG XVHUV OLVW


Settings tab of the User Properties dialog box
6HWWLQJV WDE RI WKH 8VHU 3URSHUWLHV GLDORJ ER[

8VHG WR FRQWURO WKH DFWLRQV WKH XVHU PD\ SHUIRUP LQ WKH GDWDVRXUFH DQG DOVR XVHG WR FRQWURO WKH EHKDYLRU RI WKH XVHUV 3URMHFW:LVH ([SORUHU VHVVLRQ
:RUNLQJ 'LUHFWRU\
&DQ PRGLI\ ZRUNLQJ GLUHFWRU\
:KHQ RQ WKH XVHU FDQ VHOHFW RU FKDQJH WKHLU ZRUNLQJ GLUHFWRU\ IURP 3URMHFW:LVH ([SORUHU XVLQJ WKH 8VHU 3URSHUWLHV GLDORJ ER[ 7RROV ! 2SWLRQV :KHQ RII WKH ORFDWLRQ RI WKH ZRUNLQJ GLUHFWRU\ FDQ RQO\ EH FKDQJHG E\ WKH DGPLQLVWUDWRU LQ 3URMHFW:LVH $GPLQLVWUDWRU
IROGHU LFRQ
8VHG WR VHW WKH XVHUV ZRUNLQJ GLUHFWRU\ 7R VHW WKH ZRUNLQJ GLUHFWRU\ HLWKHU VHOHFW WKH DUHD WR WKH ULJKW RI WKH IROGHU DQG ZDLW IRU LW WR EHFRPH HGLWDEOH RU GRXEOHFOLFN WKH DUHD WR EURZVH IRU DQG VHOHFW WKH UHTXLUHG IROGHU ,I \RX DUH W\SLQJ WKH QDPH W\SH WKH SDWK DQG IROGHU QDPH )RU H[DPSOH &? 86(51$0( ZLOO FUHDWH D ZRUNLQJ GLUHFWRU\ RQ WKH & GULYH XVLQJ WKH XVHUV QDPH WKH ILUVW WLPH WKH XVHU ORJV LQ WR 3URMHFW:LVH ([SORUHU
*HQHUDO
&DQ PRGLI\ JHQHUDO VHWWLQJV
:KHQ RQ WKH *HQHUDO FDWHJRU\ GLVSOD\V RQ WKH 6HWWLQJV WDE RI WKH 8VHU 3URSHUWLHV GLDORJ ER[ 7RROV ! 2SWLRQV IRU WKLV XVHU 7KH XVHU FDQ WXUQ WKH 8VH DFFHVV FRQWURO RSWLRQ RQ RU RII IRU WKLV XVHU


8VH DFFHVV FRQWURO
:KHQ RQ D XVHUV DFFHVV SULYLOHJHV WR D IROGHUV GRFXPHQW DUH EDVHG RQ WKH GRFXPHQWV FXUUHQW DFFHVV FRQWURO 7KH DFFHVV FRQWURO FDQ EH LQ WKH IRUP RI :RUNIORZ )ROGHU RU 'RFXPHQW 6HFXULW\ :KHQ RII DFFHVV FRQWURO LV QRW XVHG DQG WKH XVHU KDV IXOO DFFHVV SULYLOHJHV WR DOO IROGHUV DQG GRFXPHQWV LQ WKH GDWDVRXUFH ,W LV VXJJHVWHG WKDW \RX WXUQ RQ &DQ PRGLI\ JHQHUDO VHWWLQJV RQO\ IRU XVHUV ZLWK IXOO DGPLQLVWUDWLYH DFFHVV ULJKWV 7KH XVH RI DFFHVV FRQWURO LV UHFRPPHQGHG IRU WKH PDMRULW\ RI XVHUV
'LDORJV
&DQ PRGLI\ GLDORJ VHWWLQJV
:KHQ RQ WKH 'LDORJV FDWHJRU\ DSSHDUV RQ WKH 6HWWLQJV WDE RI WKH 8VHU 3URSHUWLHV GLDORJ ER[ 7RROV ! 2SWLRQV IRU WKLV XVHU 7KLV JLYHV WKH XVHU WKH RSWLRQV WR HGLW JURXSV DQG YHUVLRQV DQG WR VDYH FKDQJHV LQ WKH DWWULEXWH IRUP ZLWKRXW FRQILUPDWLRQ
$GPLQLVWUDWRU (GLW JURXSV

:KHQ RQ WKH 0RGLI\ RSWLRQ GLVSOD\V LQ WKH 'RFXPHQW ! 6HW GLDORJ ER[ IRU WKLV XVHU HQDEOLQJ WKH XVHU WR PRGLI\ WKH VHOHFWHG VHW
(GLW YHUVLRQV
:KHQ RQ WKH (GLW EXWWRQ GLVSOD\V LQ WKH 1HZ 'RFXPHQW 9HUVLRQ GLDORJ ER[ HQDEOLQJ WKLV XVHU WR HLWKHU FKDQJH D SUHYLRXV YHUVLRQ WR EHFRPH WKH DFWLYH GRFXPHQW RU GHOHWH D SUHYLRXV YHUVLRQ
6KRZ 'LDORJ 2Q (UURU
,I RQ DQ HUURU PHVVDJH GLDORJ GLVSOD\V LQ 3URMHFW:LVH ([SORUHU ZKHQHYHU WKLV XVHU HQFRXQWHUV DQ HUURU LQ 3URMHFW:LVH 7KLV HUURU GLDORJ LV WKH VDPH GLDORJ WKDW GLVSOD\V ZKHQ \RX FOLFN RQ WKH ,QIRUPDWLRQ EXWWRQ WKDW QRUPDOO\ DSSHDUV ZKHQ 3URMHFW:LVH HQFRXQWHUV DQ HUURU ,I RII WKH GLDORJ GRHV QRW GLVSOD\ KRZHYHU DQ LQIRUPDWLRQ EXWWRQ GLVSOD\V RQ 3URMHFW:LVH ([SORUHUV VWDWXV EDU
6KRZ 6HOHFWLYH 6HW 2SHQ
:KHQ RQ DQG WKH XVHU RSHQV WKH SDUHQW GRFXPHQW RI D ORJLFDO VHW D GLDORJ


ER[ RSHQV IURP ZKLFK WKH XVHU FDQ VHOHFW ZKLFK UHIHUHQFHV LQ WKH VHW WR RSHQ DORQJ ZLWK WKH SDUHQW ILOH 7KH XVHU FDQ DOVR GHILQH ZKHWKHU VHOHFWHG UHIHUHQFHV JHW FRSLHG RXW RU FKHFNHG RXW :KHQ RII DOO UHIHUHQFHV DUH DXWRPDWLFDOO\ FRSLHG RXW ZKHQ WKH XVHU RSHQV D ORJLFDO VHW GRFXPHQW
6KRZ 2UJDQL]HU RQ /RJRXW
:KHQ RQ 3URMHFW:LVH ([SORUHUV 2UJDQL]HU GLDORJ ER[ RSHQV ZKHQ WKH XVHU ORJV RXW RI D GDWDVRXUFH LI WKH XVHU KDSSHQV WR KDYH GRFXPHQWV WKDW DUH FXUUHQWO\ FKHFNHG RXW FRSLHG RXW RU H[SRUWHG 7KH XVHU FDQ WKHQ XVH WKH 2UJDQL]HU GLDORJ ER[ WR FKHFN LQ GRFXPHQWV EHIRUH ILQDOO\ ORJJLQJ RXW
$WWULEXWH )RUP 6DYH FKDQJHV ZLWKRXW FRQILUPDWLRQ

,I RQ WKH XVHU LV QRW SURPSWHG WR VDYH DQ\ FKDQJHV PDGH WR WKH DWWULEXWH SDJHV DOO FKDQJHV PDGH DUH DXWRPDWLFDOO\ VDYHG
$WWULEXWH )RUP 6HOHFW /DVW 8VHG $WWULEXWH 3DJH
:KHQ RQ WKH XVHU FDQ RSHQ WKH 0RGLI\ $WWULEXWHV GLDORJ ER[ RQ WKH VDPH SDJH ZKLFK ZDV DFWLYH ZKHQ LW ZDV ODVW FORVHG
6HDUFK )RUP ,QLWLDOO\ RSHQ DWWULEXWHV SDJH
,I RQ WKH $WWULEXWHV WDE GLVSOD\V ZKHQ WKH XVHU RSHQV WKH 6HDUFK E\ )RUP GLDORJ ER[
$GPLQLVWUDWLYH
&DQ FKDQJH DGPLQLVWUDWLYH VHWWLQJV
:KHQ RQ WKH $GPLQLVWUDWLYH FDWHJRU\ DSSHDUV RQ WKH 6HWWLQJV WDE RI WKH 8VHU 3URSHUWLHV GLDORJ ER[ 7RROV ! 2SWLRQV IRU WKLV XVHU 7KLV JLYHV WKH XVHU WKH RSWLRQV PRGLI\ FHUWDLQ GDWDVRXUFH DQG VWRUDJH DUHD VHWWLQJV IURP 3URMHFW:LVH ([SORUHU ,I WKH VHOHFWHG XVHU LV DOUHDG\ WKH DGPLQLVWUDWRU WKLV RSWLRQ GRHV QRW GLVSOD\
'DWDVRXUFH 8VDJH RI 5HF\FOH %LQ 6WRUDJH $UHD &UHDWH 6WRUDJH $UHD 'HOHWH

6WRUDJH $UHD 0RGLI\ 6WRUDJH $UHD 6HH DOO SURSHUWLHV

'RFXPHQW
&DQ FKDQJH GRFXPHQW VHWWLQJV
:KHQ RQ WKH 'RFXPHQW FDWHJRU\ DSSHDUV RQ WKH 6HWWLQJV WDE RI WKH 8VHU 3URSHUWLHV GLDORJ ER[ 7RROV ! 2SWLRQV IRU WKLV XVHU 7KLV JLYHV WKH XVHU WKH RSWLRQ WR PRGLI\ WKH GHIDXOW EHKDYLRU IRU ZRUNLQJ ZLWK GRFXPHQWV
&UHDWH
:KHQ RQ WKH XVHU FDQ FUHDWH GRFXPHQWV
0RGLI\
:KHQ RQ WKH XVHU FDQ PRGLI\ GRFXPHQWV DQG HGLW WKH DWWULEXWHV RI D GRFXPHQW :KHQ RII DOO GRFXPHQWV EHFRPH UHDGRQO\ UHJDUGOHVV RI WKH XVHUV UHDGZULWH SULYLOHJHV 7KH DEVHQFH RI 0RGLI\ ULJKWV SUHYHQWV WKH 8VHU IURP GHOHWLQJ GRFXPHQWV DV ZHOO DV PRGLI\LQJ WKHP KRZHYHU WKH XVHU FDQ KDYH PRGLI\ ULJKWV ZLWKRXW GHOHWH ULJKWV LI WKH 0RGLI\ RSWLRQ LV RQ DQG WKH 'HOHWH RSWLRQ LV RII


'HOHWH
:KHQ RQ WKH XVHU FDQ GHOHWH GRFXPHQWV
6HW ILQDO VWDWXV
:KHQ RQ XVHUV FDQ VHW ILQDO VWDWXV IRU D GRFXPHQW
1HZ YHUVLRQ&KDQJH VWDWH
:KHQ RQ WKH XVHU FDQ FUHDWH QHZ YHUVLRQV RI GRFXPHQWV DQG DOVR FKDQJH WKH VWDWH RI D GRFXPHQW
8VH 5HF\FOH %LQ RQ IUHH
:KHQ RQ DQG ZKHQ /HDYH ORFDO FRS\ RQ IUHH LV RII WKH ORFDO FRS\ RI WKH GRFXPHQW LV VHQW WR WKH UHF\FOH ELQ ZKHQ WKH GRFXPHQW LV IUHHG 1RWH WKDW WKH XVHU RQO\ KDV DFFHVV WR WKH 5HF\FOH %LQ RI WKH XVHU KH RU VKH LV ORJJHG LQ DV
/HDYH ORFDO FRS\ RQ FKHFN LQ
:KHQ RQ WKH FRS\ RI WKH GRFXPHQW LQ WKH XVHUV ZRUNLQJ GLUHFWRU\ LV UHWDLQHG ZKHQ FKHFN LQ LV SHUIRUPHG IURP HLWKHU 3URMHFW:LVH ([SORUHU RU IURP DQ LQWHJUDWHG DSSOLFDWLRQ :KHQ D XVHU FKHFNV LQ D GRFXPHQW IURP WKH 2UJDQL]HU GLDORJ ER[ WKH DFWLRQ WKH XVHU FKRRVHV LQ WKH 2UJDQL]HU GLDORJ ER[ RYHUULGHV WKH VHWWLQJ KHUH IRU /HDYH ORFDO FRS\ RQ FKHFN LQ
/HDYH ORFDO FRS\ RQ IUHH
:KHQ RQ WKH FRS\ RI WKH GRFXPHQW LQ WKH XVHUV ZRUNLQJ GLUHFWRU\ LV UHWDLQHG ZKHQ WKH GRFXPHQW LV IUHHG IURP 3URMHFW:LVH ([SORUHU :KHQ D XVHU IUHHV D GRFXPHQW IURP WKH 2UJDQL]HU GLDORJ ER[ WKH DFWLRQ WKH XVHU FKRRVHV LQ WKH 2UJDQL]HU GLDORJ ER[ RYHUULGHV WKH VHWWLQJ KHUH IRU /HDYH ORFDO FRS\ RQ IUHH
8VH XSWRGDWH FRS\ RQ FKHFN RXW
:KHQ RQ WKH ORFDO GRFXPHQW FRS\ LV XVHG ZKHQ FKHFN RXW LV SHUIRUPHG LQVWHDG RI UHWULHYLQJ LW IURP WKH VHUYHU ,I WKH ORFDO GRFXPHQW GRHV QRW H[LVW RU KDV EHHQ XSGDWHG WR WKH VHUYHU LW LV UHWULHYHG IURP WKH ILOH VWRUDJH VHUYHU :KHQ RII WKH GRFXPHQW LV DOZD\V UHWULHYHG IURP WKH VHUYHU HYHQ LI D ORFDO FRS\ H[LVWV
8VH XSWRGDWH FRS\ RQ FRS\ RXW
:KHQ RQ WKH ORFDO GRFXPHQW FRS\ LV XVHG ZKHQ FRS\ RXW LV SHUIRUPHG LQVWHDG RI UHWULHYLQJ LW IURP WKH VHUYHU ,I WKH ORFDO GRFXPHQW GRHV QRW H[LVW RU KDV EHHQ


XSGDWHG WR WKH VHUYHU LW LV UHWULHYHG IURP WKH ILOH VWRUDJH VHUYHU :KHQ RII WKH GRFXPHQW LV DOZD\V UHWULHYHG IURP WKH VHUYHU HYHQ LI D ORFDO FRS\ H[LVWV
8VH FDSWLYH HQYLURQPHQW
:KHQ RQ DQG ZKHQ ZRUNLQJ LQ 3URMHFW:LVH SDUWQHU DSSOLFDWLRQV WKH XVHU FDQ RQO\ DFFHVV 3URMHFW:LVH IROGHUV DQG GRFXPHQWV DQG FDQ RQO\ VDYH WKH RSHQ ILOH EDFN WR 3URMHFW:LVH 7R HQIRUFH WKLV FDQFHOLQJ WKH 3URMHFW:LVH 2SHQ 'RFXPHQW RU 6DYH 'RFXPHQW $V GLDORJ ER[ LQ WKH LQWHJUDWHG DSSOLFDWLRQ GRHV QRW RSHQ WKH UHVSHFWLYH DSSOLFDWLRQV 2SHQ RU 6DYH $V GLDORJ ER[
'RFXPHQW OLVW
&DQ FKDQJH GRFXPHQW OLVW VHWWLQJV
:KHQ RQ WKH 'RFXPHQW /LVW FDWHJRU\ GLVSOD\V RQ WKH 6HWWLQJV WDE RI WKH 8VHU 3URSHUWLHV GLDORJ ER[ 7RROV ! 2SWLRQV IRU WKLV XVHU 7KLV JLYHV WKH XVHU WKH RSWLRQV WR GHILQH ZKDW KDSSHQV ZKHQ \RX GRXEOHFOLFN D GRFXPHQW DQG DOVR KRZ GRFXPHQW OLVWV DUH UHIUHVKHG LQ 3URMHFW:LVH ([SORUHU :KHQ RII RQO\ WKH DFWLRQ GHILQHG E\ WKH $GPLQLVWUDWRU LV DYDLODEOH GHIDXOW FKHFN RXW DQG RSHQ
'RXEOH FOLFN DFWLRQ DFWLRQ LFRQ
'HILQHV WKH DFWLRQ WKDW LV WR WDNH SODFH ZKHQ \RX GRXEOHFOLFN D GRFXPHQW LQ 3URMHFW:LVH ([SORUHU 7R VHW WKH DFWLRQ GRXEOHFOLFN RQ WKH GHIDXOW DFWLRQ LFRQ VHOHFW WKH UHTXLUHG DFWLRQ IURP WKH 6HOHFW &RPPDQG GLDORJ ER[ WKHQ FOLFN 2. )RU H[DPSOH LI WKH 0RGLI\ FRPPDQG LV DVVLJQHG ZKHQ \RX GRXEOHFOLFN D GRFXPHQW WKH 0RGLI\ 'RFXPHQW GLDORJ ER[ RSHQV
5HIUHVK GLVSOD\ %\ &RPPDQG
,I RQ WKLV RSWLRQ GLVDEOHV WKH DXWRPDWLF UHIUHVK RI 3URMHFW:LVH ZLQGRZV DQG WKH XVHU PXVW PDQXDOO\ UHIUHVK WKH DSSOLFDWLRQ ZLQGRZ E\ FKRRVLQJ Refresh IURP WKH View PHQX 7KLV RSWLRQ PD\ EH XVHIXO ZKHQ ZRUNLQJ ZLWK D ODUJH GDWDEDVH DV UHPRYLQJ DXWRPDWLF UHIUHVK UHVXOWV LQ D IDVWHU UHVSRQVH
5HIUHVK GLVSOD\ $IWHU 2SHUDWLRQ
,I RQ WKH DSSOLFDWLRQ ZLQGRZ UHIUHVKHV DIWHU WKH HQWLUH RSHUDWLRQ RQ WKH GRFXPHQWV LV FRPSOHWH )RU H[DPSOH LI WKH XVHU FKHFNV RXW D QXPEHU RI GRFXPHQWV WKHLU VWDWXV DQG LFRQ RQO\ FKDQJHV LQ WKH 'RFXPHQW ZLQGRZ ZKHQ DOO WKH GRFXPHQWV KDYH EHHQ FKHFNHG RXW


5HIUHVK GLVSOD\ 'XULQJ 2SHUDWLRQ
,I RQ WKH DSSOLFDWLRQ ZLQGRZ UHIUHVKHV DIWHU HDFK LWHP LQ WKH RSHUDWLRQ LV SURFHVVHG )RU H[DPSOH LI WKH XVHU FKHFNV RXW D QXPEHU RI GRFXPHQWV WKH VWDWXV DQG LFRQ RI HDFK FKDQJHV LQ WKH 'RFXPHQW ZLQGRZ DV HDFK GRFXPHQW LV FKHFNHG RXW
)ROGHU
&DQ FKDQJH IROGHU VHWWLQJV
:KHQ RQ WKH )ROGHU FDWHJRU\ DSSHDUV RQ WKH 6HWWLQJV WDE RI WKH 8VHU 3URSHUWLHV GLDORJ ER[ 7RROV ! 2SWLRQV IRU WKLV XVHU 7KLV JLYHV WKH XVHU WKH DELOLW\ WR FKDQJH WKH GHIDXOW VHWWLQJV IRU ZRUNLQJ ZLWK IROGHUV
&UHDWH
:KHQ RQ WKH XVHU FDQ FUHDWH IROGHUV
0RGLI\
:KHQ RQ WKH XVHU FDQ PRGLI\ IROGHUV FDQ FKDQJH WKH ZRUNIORZVWDWH SULYLOHJHV DQG VR RQ 7KH DEVHQFH RI 0RGLI\ ULJKWV SUHYHQWV WKH 8VHU IURP GHOHWLQJ IROGHUV DV ZHOO DV PRGLI\LQJ WKHP EXW WKH XVHU FDQ KDYH PRGLI\ ULJKWV ZLWKRXW GHOHWH ULJKWV LI 0RGLI\ LV RQ DQG 'HOHWH LV RII
'HOHWH
:KHQ RQ WKH XVHU FDQ GHOHWH IROGHUV
&KDQJH ZRUNIORZVWDWH
:KHQ RQ WKH :RUNIORZ 6WDWH WDE SDJH GLVSOD\V LQ WKH )ROGHU 3URSHUWLHV GLDORJ ER[ HQDEOLQJ WKH XVHU WR FKDQJH WKH ZRUNIORZ RI WKH IROGHU RU WR FKDQJH WKH VWDWH RI GRFXPHQWV LQ WKH ZRUNIORZ
+LGH IROGHU KLHUDUFK\ LQ XVHU LQWHUIDFH
:KHQ RQ DOO IROGHUV WR ZKLFK WKH XVHU KDV DFFHVV ULJKWV DUH UHPRYHG IURP GLVSOD\ LQ WKH 'DWDVRXUFH 7UHH ZLQGRZ 7XUQ WKLV RSWLRQ RII WR KDYH WKHP GLVSOD\ DJDLQ
'LVSOD\ GHVFULSWLRQV
,I RQ DQG LI GHVFULSWLRQV H[LVW IRU IROGHUV WKH GHVFULSWLRQV GLVSOD\ LQ SODFH


RI WKH IROGHU QDPHV LQ 3URMHFW:LVH ([SORUHU
6HOHFW /DVW 8VHG )ROGHU
,I RQ ZKHQ WKH XVHU ORJV RXW RI D GDWDVRXUFH WKHQ ORJV EDFN LQ WKH VDPH IROGHU RSHQV RQ ORJLQ ZKLFK ZDV DFWLYH ZKHQ WKH XVHU ODVW ORJJHG RXW
'RFXPHQW 'LVSOD\
&DQ FKDQJH GLVSOD\ VHWWLQJV
:KHQ RQ WKH 'RFXPHQW 'LVSOD\ FDWHJRU\ DSSHDUV RQ WKH 6HWWLQJV WDE RI WKH 8VHU 3URSHUWLHV GLDORJ ER[ 7RROV ! 2SWLRQV IRU WKLV XVHU 7KLV JLYHV WKH XVHU WKH DELOLW\ WR WXUQ 6KRZ DOO YHUVLRQV RQ RU RII
6KRZ DOO YHUVLRQV
:KHQ RQ DOO YHUVLRQV RI D GRFXPHQW DUH GLVSOD\HG LQ WKH 'RFXPHQWV ZLQGRZ :KHQ RII RQO\ WKH ODWHVW YHUVLRQ RI D GRFXPHQW GLVSOD\V
0HVVDJH IROGHUV
&DQ FKDQJH PHVVDJH IROGHUV VHWWLQJV
:KHQ RQ WKH 0HVVDJH IROGHUV FDWHJRU\ DSSHDUV RQ WKH 6HWWLQJV WDE RI WKH 8VHU 3URSHUWLHV GLDORJ ER[ 7RROV ! 2SWLRQV IRU WKLV XVHU 7KLV JLYHV WKH XVHU WKH DELOLW\ WR FKDQJH GHIDXOW VHWWLQJV IRU ZRUNLQJ ZLWK PHVVDJH IROGHUV
6KRZ PHVVDJH IROGHUV LQ XVHU LQWHUIDFH
:KHQ RQ 3URMHFW:LVH ([SORUHU GLVSOD\V WKH *OREDO )ROGHUV IROGHU ,QER[ DQG 6HQW LWHPV IRU WKLV XVHU
&UHDWH
:KHQ RQ WKH XVHU FDQ FUHDWH *OREDO IROGHUV
0RGLI\
:KHQ RQ WKH XVHU FDQ PRGLI\ *OREDO IROGHUV


'HOHWH
:KHQ RQ WKH XVHU FDQ GHOHWH *OREDO IROGHUV
0RYH
:KHQ RQ XVHUV FDQ PRYH D 3HUVRQDO IROGHU WR D QHZ ORFDWLRQ ZLWKLQ WKH 0HVVDJH IROGHU
$FFHVV LWHPV
:KHQ RQ WKH *OREDO )ROGHU GLVSOD\V LQ WKH GDWDVRXUFH WUHH SDQH
0RGLI\ LWHPV
:KHQ RQ WKH XVHU FDQ DGG LWHPV WR DQG UHPRYH LWHPV IURP WKH *OREDO IROGHUV
&XVWRP IROGHUV
&DQ FKDQJH FXVWRP IROGHUV
:KHQ RQ WKH &XVWRP IROGHUV FDWHJRU\ DSSHDUV RQ WKH 6HWWLQJV WDE RI WKH 8VHU 3URSHUWLHV GLDORJ ER[ 7RROV ! 2SWLRQV IRU WKLV XVHU 7KLV JLYHV WKH XVHU WKH DELOLW\ WR FKDQJH &XVWRP IROGHUV VHWWLQJV IURP 3URMHFW:LVH ([SORUHU
6KRZ FXVWRP IROGHUV LQ XVHU KLHUDUFK\
:KHQ RQ 3URMHFW:LVH ([SORUHU GLVSOD\V WKH &XVWRP )ROGHUV IRU WKLV XVHU
3ULYDWH IROGHUV &UHDWH
:KHQ RQ WKH XVHU FDQ FUHDWH SHUVRQDO IROGHUV
3ULYDWH IROGHUV 0RGLI\
:KHQ RQ WKH XVHU FDQ PRGLI\ SHUVRQDO IROGHUV
3ULYDWH IROGHUV 'HOHWH
:KHQ RQ WKH XVHU FDQ GHOHWH SHUVRQDO IROGHUV


3ULYDWH IROGHUV 0RYH
:KHQ RQ WKH XVHU FDQ PRYH SHUVRQDO IROGHUV WR DQ DOWHUQDWLYH SRVLWLRQ ZLWKLQ WKH 3ULYDWH IROGHU 1RWH ,I WKH GUDJDQGGURS PHWKRG LV XVHG DQG WKH XVHU WULHV WR PRYH D 3HUVRQDO IROGHU WR WKH *OREDO IROGHU RU WR DQRWKHU 8VHUV IROGHU WKH IROGHU ZLOO EH FRSLHG QRW PRYHG LI WKH XVHU KDV VXIILFLHQW SULYLOHJHV LQ WKH WDUJHW IROGHU
3ULYDWH IROGHUV $GG QHZ LWHPV
:KHQ RQ DQG D 3HUVRQDO IROGHU SUHYLRXVO\ FUHDWHG LQ WKH 3ULYDWH +LHUDUFKLHV )ROGHU LV VHOHFWHG LQ WKH GDWDVRXUFH WUHH SDQH WKH $GG )ROGHU $GG 'RFXPHQW $GG 85/ FRPPDQGV GLVSOD\ LQ WKH )ROGHU PHQX DQG LQ WKH GDWDVRXUFH WUHH SDQH SRSXS PHQX DOORZLQJ WKH XVHU WR DGG LWHPV WR DQG UHPRYH LWHPV IURP WKH SHUVRQDO IROGHUV
*OREDO IROGHUV &UHDWH
:KHQ RQ WKH XVHU FDQ FUHDWH *OREDO IROGHUV 7R HQDEOH WKLV WKH Create LWHP LV DYDLODEOH LQ WKH Folder PHQX DQG LQ WKH GDWDVRXUFH WUHH SDQH SRSXS PHQX
*OREDO IROGHUV 0RGLI\
:KHQ RQ WKH XVHU FDQ PRGLI\ WKH SURSHUWLHV RI JOREDO IROGHUV 7R HQDEOH WKLV WKH Properties LWHP LV DYDLODEOH IURP WKH Folder PHQX DQG WKH GDWDVRXUFH WUHH SDQH SRSXS PHQX
*OREDO IROGHUV 'HOHWH
:KHQ RQ WKH XVHU FDQ GHOHWH JOREDO IROGHUV 7R HQDEOH WKLV WKH Delete LWHP LV DYDLODEOH LQ WKH Folder PHQX DQG LQ WKH GDWDVRXUFH WUHH SDQH SRSXS PHQX
*OREDO IROGHUV 0RYH
:KHQ RQ WKH XVHU FDQ PRYH GUDJ JOREDO IROGHUV WR DQ DOWHUQDWLYH SRVLWLRQ ZLWKLQ WKH *OREDO +LHUDUFKLHV IROGHU 1RWH ,I WKH GUDJDQGGURS PHWKRG LV XVHG DQG WKH XVHU WULHV WR PRYH D *OREDO IROGHU WR WKH 3HUVRQDO +LHUDUFKLHV IROGHU RU WR D 8VHU LQ WKH +LHUDUFKLHV RI RWKHU 8VHUV IROGHU WKH IROGHU ZLOO EH FRSLHG QRW PRYHG LI WKH XVHU KDV VXIILFLHQW SULYLOHJHV LQ WKH WDUJHW IROGHU
:KHQ RQ WKH XVHU FDQ DGG LWHPV WR DQG UHPRYH LWHPV IURP WKH JOREDO IROGHUV 7R HQDEOH WKLV WKH Add Folder Add Document Add URL LWHPV GLVSOD\ LQ WKH Folder PHQX DQG LQ WKH GDWDVRXUFH WUHH SDQH SRSXS PHQX
*OREDO IROGHUV $GG QHZ LWHPV


*OREDO IROGHUV 6HH LWHPV
:KHQ RQ WKH *OREDO +LHUDUFKLHV IROGHU GLVSOD\V LQ WKH &XVWRP +LHUDUFKLHV IROGHU IRU WKLV XVHU
2WKHU XVHUV IROGHUV &UHDWH
:KHQ RQ WKH XVHU FDQ FUHDWH IROGHUV IRU RWKHU XVHUV
2WKHU XVHUV IROGHUV 0RGLI\
:KHQ RQ WKH XVHU FDQ PRGLI\ WKH SURSHUWLHV RI DQRWKHU XVHUV IROGHU
2WKHU XVHUV IROGHUV 'HOHWH
:KHQ RQ WKH XVHU FDQ GHOHWH DQRWKHU XVHUV IROGHU
2WKHU XVHUV IROGHUV 0RYH
:KHQ RQ WKH XVHU FDQ PRYH GUDJ DQRWKHU XVHUV IROGHU WR DQ DOWHUQDWLYH SRVLWLRQ ZLWKLQ WKH VHOHFWHG 8VHUV IROGHU 1RWH ,I WKH GUDJDQGGURS PHWKRG LV XVHG DQG WKH XVHU WULHV WR PRYH D VHOHFWHG 8VHUV IROGHU WR WKHLU 3HUVRQDO +LHUDUFKLHV IROGHU RU WR D DQRWKHU 8VHUV IROGHU LQ WKH +LHUDUFKLHV RI RWKHU 8VHUV WKH VHOHFWHG IROGHU ZLOO EH FRSLHG QRW PRYHG LI WKH XVHU KDV VXIILFLHQW SULYLOHJHV LQ WKH WDUJHW IROGHU
:KHQ RQ WKH XVHU FDQ DGG LWHPV WR DQG UHPRYH LWHPV IURP DQRWKHU XVHUV IROGHU 7R HQDEOH WKLV WKH Add Folder Add Document Add URL LWHPV GLVSOD\ LQ WKH Folder PHQX DQG LQ WKH GDWDVRXUFH WUHH SDQH SRSXS PHQX
2WKHU XVHUV IROGHUV $GG QHZ LWHPV
2WKHU XVHUV IROGHUV 6HH LWHPV
:KHQ RQ WKH XVHU FDQ VHH RWKHU XVHUV IROGHUV LQ WKH &XVWRP +LHUDUFKLHV IROGHU 7KH SHUPLVVLRQ RSWLRQV IRU WKH XVHUV RZQ IROGHU DUH VHW LQ WKH 3ULYDWH IROGHUV VHWWLQJV
*OREDO XVHU OLVWV
&DQ FKDQJH JOREDO XVHU OLVW VHWWLQJV
:KHQ RQ WKH *OREDO DFFHVV OLVW FDWHJRU\ DSSHDUV RQ WKH 6HWWLQJV WDE RI WKH 8VHU 3URSHUWLHV GLDORJ ER[ 7RROV ! 2SWLRQV IRU WKLV XVHU 7KLV JLYHV WKH XVHU


WKH DELOLW\ WR FKDQJH DGGUHVV ERRN DQG DFFHVV XVHU OLVW VHWWLQJV
&UHDWH DGGUHVV ERRN OLVW
:KHQ RQ LQ 3URMHFW:LVH ([SORUHU WKH XVHU FDQ FUHDWH *OREDO DQG 3HUVRQDO PDLOLQJ OLVWV LQ WKH $GGUHVV %RRN LQ 3URMHFW:LVH 0HVVHQJHU
0RGLI\ DGGUHVV ERRN OLVW
:KHQ RQ LQ WKH $GGUHVV %RRN LQ 3URMHFW:LVH 0HVVHQJHU WKH 0RGLI\ 0DLOLQJ /LVW RSWLRQ LV DYDLODEOH DQG WKH XVHU FDQ PRGLI\ WKH VHOHFWHG LWHP
'HOHWH DGGUHVV ERRN OLVW
:KHQ RQ LQ WKH $GGUHVV %RRN LQ 3URMHFW:LVH 0HVVHQJHU WKH 'HOHWH RSWLRQ LV DYDLODEOH DQG WKH XVHU FDQ GHOHWH WKH VHOHFWHG LWHP
&UHDWH DFFHVV XVHU OLVW 0RGLI\ DFFHVV XVHU OLVW 'HOHWH DFFHVV XVHU OLVW
3URILOHV
&DQ FKDQJH SURILOHV
:KHQ RQ WKH 3URILOHV FDWHJRU\ DSSHDUV RQ WKH 6HWWLQJV WDE RI WKH 8VHU 3URSHUWLHV GLDORJ ER[ 7RROV ! 2SWLRQV IRU WKLV XVHU 7KLV JLYHV WKH XVHU WKH DELOLW\ WR FKDQJH SURILOHV VHWWLQJV
3ULYDWH SURILOHV &UHDWH 0RGLI\ 'HOHWH
:KHQ RQ WKH XVHU FDQ FUHDWH PRGLI\ DQGRU GHOHWH 3ULYDWH SURILOHV IRU D 3URMHFW:LVH (YHQW
*OREDO SURILOHV &UHDWH 0RGLI\ 'HOHWH
:KHQ RQ WKH XVHU FDQ FUHDWH PRGLI\ DQGRU GHOHWH *OREDO SURILOHV IRU D 3URMHFW:LVH (YHQW


*OREDO SURILOHV $FFHVV
:KHQ RQ WKH XVHU FDQ DFFHVV *OREDO SURILOHV IRU D 3URMHFW:LVH (YHQW
2WKHU XVHUV SURILOHV &UHDWH 0RGLI\ 'HOHWH

:KHQ RQ WKH XVHU FDQ FUHDWH PRGLI\ DQGRU GHOHWH 2WKHU XVHUV SURILOHV IRU D 3URMHFW:LVH (YHQW
2WKHU XVHUV SURILOHV $FFHVV
:KHQ RQ WKH XVHU FDQ DFFHVV 2WKHU XVHUV SURILOHV IRU D 3URMHFW:LVH (YHQW
7DUJHWV
&DQ FKDQJH WDUJHWV
:KHQ RQ WKH 7DUJHWV FDWHJRU\ DSSHDUV RQ WKH 6HWWLQJV WDE RI WKH 8VHU 3URSHUWLHV GLDORJ ER[ 7RROV ! 2SWLRQV IRU WKLV XVHU 7KLV JLYHV WKH XVHU WKH DELOLW\ WR FKDQJH WKH VHWWLQJV IRU 3ULYDWH *OREDO DQG 2WKHU XVHUV WDUJHWV
3ULYDWH WDUJHWV &UHDWH 0RGLI\ 'HOHWH
:KHQ RQ WKH XVHU FDQ FUHDWH PRGLI\ DQGRU GHOHWH 3ULYDWH WDUJHWV IRU D 3URMHFW:LVH (YHQW
*OREDO WDUJHWV &UHDWH 0RGLI\ 'HOHWH
:KHQ RQ WKH XVHU FDQ FUHDWH PRGLI\ DQGRU GHOHWH *OREDO WDUJHWV IRU D 3URMHFW:LVH (YHQW
*OREDO WDUJHWV $FFHVV
:KHQ RQ WKH XVHU FDQ DFFHVV *OREDO WDUJHWV IRU D 3URMHFW:LVH (YHQW
2WKHU XVHUV WDUJHWV &UHDWH 0RGLI\ 'HOHWH

:KHQ RQ WKH XVHU FDQ FUHDWH PRGLI\ DQGRU GHOHWH 2WKHU XVHUV WDUJHWV IRU D 3URMHFW:LVH (YHQW
2WKHU XVHUV WDUJHWV $FFHVV
:KHQ RQ WKH XVHU FDQ DFFHVV 2WKHU XVHUV WDUJHWV IRU D 3URMHFW:LVH (YHQW


(YHQWV
&DQ FKDQJH HYHQWV
:KHQ RQ WKH (YHQWV FDWHJRU\ DSSHDUV RQ WKH 6HWWLQJV WDE RI WKH 8VHU 3URSHUWLHV GLDORJ ER[ 7RROV ! 2SWLRQV IRU WKLV XVHU 7KLV JLYHV WKH XVHU WKH DELOLW\ WR FKDQJH WKH GHIDXOW VHWWLQJV IRU ZRUNLQJ ZLWK HYHQWV
&UHDWH 0RGLI\ 'HOHWH
:KHQ RQ WKH XVHU FDQ FUHDWH PRGLI\ DQGRU GHOHWH D 9LHFRQ (YHQW
6KRZ HYHQWV LQ XVHU LQWHUIDFH
:KHQ RQ 3URMHFW:LVH ([SORUHU GLVSOD\V SUHYLRXVO\ FUHDWHG (YHQWV IRU WKLV XVHU
'RFXPHQW &UHDWLRQ &RQIOLFWV

$ GRFXPHQW LQ D IROGHU PXVW KDYH D XQLTXH GRFXPHQW DQG ILOH QDPH 7KH IROORZLQJ VHWWLQJV KHOS GLUHFW WKH XVHU WKURXJK QDPLQJ FRQIOLFWV LI WKH\ RFFXU ZKHQ FUHDWLQJ GRFXPHQWV
'HIDXOW $FWLRQ &DQ FKDQJH GHIDXOW DFWLRQ VHWWLQJV
:KHQ RQ WKH 'HIDXOW $FWLRQ FDWHJRU\ DSSHDUV RQ WKH 6HWWLQJV WDE RI WKH 8VHU 3URSHUWLHV GLDORJ ER[ 7RROV ! 2SWLRQV IRU WKLV XVHU 7KLV JLYHV WKH XVHU WKH DELOLW\ WR FKDQJH WKH DFWLRQ WR EH WDNHQ ZKHQ D GRFXPHQW FUHDWLRQ FRQIOLFW RFFXUV )RU H[DPSOH WKH XVHU LPSRUWVFRSLHV D GRFXPHQW WR D IROGHU WKDW DOUHDG\ FRQWDLQV D GRFXPHQW ZLWK WKH VDPH GRFXPHQW QDPH DQGRU WKH VDPH ILOH QDPH :KHQ RII WKH GHIDXOW DFWLRQ ZLOO EH ZKDWHYHU KDV EHHQ GHILQHG E\ WKH DGPLQLVWUDWRU LQ 3URMHFW:LVH $GPLQLVWUDWRU
'HIDXOW $FWLRQ $FWLRQ 6NLS D GRFXPHQW
:KHQ RQ LI D VLQJOH GRFXPHQW RU D QXPEHU RI GRFXPHQWV DUH WR EH LPSRUWHGFRSLHG DQG D YHUVLRQ RI RQH RI WKH GRFXPHQWV H[LVWV LQ WKH WDUJHW IROGHU WKH LPSRUWFRS\ RI WKH SDUWLFXODU GRFXPHQW LV VNLSSHG
'HIDXOW $FWLRQ $FWLRQ &UHDWH D QHZ YHUVLRQ
:KHQ RQ LI D VLQJOH GRFXPHQW RU D QXPEHU RI GRFXPHQWV DUH WR EH LPSRUWHGFRSLHG DQG D YHUVLRQ RI RQH RI WKH GRFXPHQWV H[LVWV LQ WKH WDUJHW IROGHU D QHZ YHUVLRQ RI WKH SDUWLFXODU GRFXPHQW LV FUHDWHG


'HIDXOW $FWLRQ $FWLRQ &UHDWH D QHZ GRFXPHQW
:KHQ RQ LI D VLQJOH GRFXPHQW RU D QXPEHU RI GRFXPHQWV DUH WR EH LPSRUWHGFRSLHG DQG D YHUVLRQ RI RQH RI WKH GRFXPHQWV H[LVWV LQ WKH WDUJHW IROGHU D QHZ GRFXPHQW LV FUHDWHG XVLQJ WKH VHOHFWHG 'RFXPHQW &UHDWLRQ 5XOHV RSWLRQV LQ RWKHU ZRUGV DGG D SUHIL[ D VXIIL[ RU FKDQJH WKH QDPH
'HIDXOW $FWLRQ $SSO\ FRPPRQ UXOHV IRU ZKROH GRFXPHQW VHOHFWLRQ
:KHQ RQ WKH SUHYLRXVO\ VHOHFWHG UXOHV DSSO\ WR DOO GRFXPHQWV EHLQJ LPSRUWHGFRSLHG )RU H[DPSOH WKH XVHU LV QRW RIIHUHG WKH FKRLFH RI ZKDW RSWLRQ WR FKRRVH LI D YHUVLRQ RI RQH RI WKH GRFXPHQWV H[LVWV LQ WKH WDUJHW IROGHU :KHQ RII WKH VHOHFWHG UXOH DSSOLHV RQO\ WR WKH FXUUHQW GRFXPHQW
'HIDXOW $FWLRQ 'R QRW VKRZ 6HOHFW DQ DFWLRQ GLDORJ

:KHQ RQ WKH 6HOHFW DQ DFWLRQ GLDORJ ER[ GRHV QRW GLVSOD\ DQG WKH DFWLRQV VHOHFWHG E\ WKH DGPLQLVWUDWRU LV DXWRPDWLFDOO\ FDUULHG RXW )RU H[DPSOH VNLS WKH GRFXPHQW FUHDWH D QHZ YHUVLRQ
'HIDXOW 9HUVLRQ 5XOHV &DQ FKDQJH GHIDXOW YHUVLRQ UXOHV
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
'HIDXOW 9HUVLRQ 5XOHV 9HUVLRQ 6WULQJ )RUPDW
:KHQ RQ LI D QHZ YHUVLRQ RI WKH SDUWLFXODU GRFXPHQW LV WR EH FUHDWHG WKH XVHU FDQ VSHFLI\ WKH 9HUVLRQ 6WULQJ )RUPDW XVH D QXPHULF VWULQJ WKH GHIDXOW LV VHTXHQWLDO XVLQJ WKH FKDUDFWHU D
'HIDXOW 9HUVLRQ 5XOHV $SSO\ VRXUFH GRFXPHQW DWWULEXWHV

:KHQ RQ LI D QHZ YHUVLRQ RI WKH SDUWLFXODU GRFXPHQW LV WR EH FUHDWHG WKH VRXUFH GRFXPHQW DWWULEXWH VKHHWV DUH DGGHG WR WKH QHZ GRFXPHQW YHUVLRQ


'HIDXOW 9HUVLRQ 5XOHV 5HPRYH WDUJHW GRFXPHQW DWWULEXWHV
:KHQ RQ LI D QHZ YHUVLRQ RI WKH SDUWLFXODU GRFXPHQW LV WR EH FUHDWHG WKH WDUJHW GRFXPHQW DWWULEXWH VKHHWV DUH UHPRYHG IURP WKH QHZ GRFXPHQW YHUVLRQ
'HIDXOW 9HUVLRQ 5XOHV $SSO\ GRFXPHQW QDPH RI WKH VRXUFH GRFXPHQW
:KHQ RQ LI D QHZ YHUVLRQ RI WKH SDUWLFXODU GRFXPHQW LV WR EH FUHDWHG WKH GRFXPHQW QDPH RI WKH VRXUFH GRFXPHQW LV XVHG IRU WKH QHZ GRFXPHQW YHUVLRQ
'HIDXOW 9HUVLRQ 5XOHV $SSO\ ILOH QDPH RI WKH VRXUFH GRFXPHQW
:KHQ RQ LI D QHZ YHUVLRQ RI WKH SDUWLFXODU GRFXPHQW LV WR EH FUHDWHG WKH ILOH QDPH RI WKH VRXUFH GRFXPHQW LV XVHG IRU WKH QHZ GRFXPHQW YHUVLRQ
'HIDXOW 9HUVLRQ 5XOHV 'R QRW VKRZ 'HILQH YHUVLRQ UXOHV GLDORJ
:KHQ RQ WKH 'HILQH YHUVLRQ UXOHV GLDORJ ER[ GRHV QRW GLVSOD\ DQG WKH DFWLRQV VHOHFWHG E\ WKH DGPLQLVWUDWRU LV DXWRPDWLFDOO\ FDUULHG RXW DSSO\ ILOH QDPH RI WKH VRXUFH GRFXPHQW
'HIDXOW 'RFXPHQW &UHDWLRQ 5XOHV &DQ FKDQJH GHIDXOW GRFXPHQW UXOHV
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
'HIDXOW 'RFXPHQW &UHDWLRQ 5XOHV 'RFXPHQW QDPH IRUPDW UXOH &KDQJH D QDPH
:KHQ RQ LI D QHZ GRFXPHQW LV WR EH FUHDWHG XVLQJ WKH &UHDWH D 'RFXPHQW GLDORJ ER[ WKH QDPH RI WKH GRFXPHQW PXVW EH FKDQJHG $ VXIIL[ RU SUHIL[ PD\ EH DGGHG WR WKH RULJLQDO QDPH LI WKLV LV SUHIHUUHG


'HIDXOW 'RFXPHQW &UHDWLRQ 5XOHV 'RFXPHQW QDPH IRUPDW UXOH $GG SUHIL[ WR WKH ROG QDPH
:KHQ RQ LI D QHZ GRFXPHQW LV WR EH FUHDWHG XVLQJ WKH &UHDWH D 'RFXPHQW GLDORJ ER[ WKH XVHU PD\ DGG D SUHIL[ WR WKH FXUUHQW QDPH RI WKH GRFXPHQW
'HIDXOW 'RFXPHQW &UHDWLRQ 5XOHV 'RFXPHQW QDPH IRUPDW UXOH $GG VXIIL[ WR WKH ROG QDPH
:KHQ RQ LI D QHZ GRFXPHQW LV WR EH FUHDWHG XVLQJ WKH &UHDWH D 'RFXPHQW GLDORJ ER[ WKH XVHU PD\ DGG D VXIIL[ WR WKH FXUUHQW QDPH RI WKH GRFXPHQW
'HIDXOW 'RFXPHQW &UHDWLRQ 5XOHV 1DPH IRUPDW
8VHG WR GHILQH D VWDQGDUG IRUPDW IRU D QHZ GRFXPHQW QDPH SUHIL[ RU VXIIL[ 8SSHUFDVH 6WULQJ 6 $ RU 'HFLPDO QXPEHU )LOOHG ZLWK OHDGLQJ ]HURV ZLWK D ZLGWK RI G ,I QRW GHILQHG WKH 8VHU FDQ FKRRVH WKH IRUPDW
'HIDXOW 'RFXPHQW &UHDWLRQ 5XOHV )LOH QDPH IRUPDW UXOH &KDQJH D QDPH
:KHQ RQ LI D QHZ GRFXPHQW LV WR EH FUHDWHG XVLQJ WKH &UHDWH D 'RFXPHQW GLDORJ ER[ WKH QDPH RI WKH GRFXPHQW ILOH PXVW EH FKDQJHG $ VXIIL[ RU SUHIL[ PD\ EH DGGHG WR WKH RULJLQDO QDPH LI WKLV LV SUHIHUUHG
'HIDXOW 'RFXPHQW &UHDWLRQ 5XOHV )LOH QDPH IRUPDW UXOH $GG SUHIL[ WR WKH ROG QDPH
:KHQ RQ LI D QHZ GRFXPHQW LV WR EH FUHDWHG XVLQJ WKH &UHDWH D 'RFXPHQW GLDORJ ER[ WKH XVHU PD\ DGG D SUHIL[ WR WKH FXUUHQW QDPH RI WKH GRFXPHQW ILOH
'HIDXOW 'RFXPHQW &UHDWLRQ 5XOHV )LOH QDPH IRUPDW UXOH $GG VXIIL[ WR WKH ROG QDPH
:KHQ RQ LI D QHZ GRFXPHQW LV WR EH FUHDWHG XVLQJ WKH &UHDWH D 'RFXPHQW GLDORJ ER[ WKH XVHU PD\ DGG D VXIIL[ WR WKH FXUUHQW QDPH RI WKH GRFXPHQW ILOH
'HIDXOW 'RFXPHQW &UHDWLRQ 5XOHV )LOH QDPH IRUPDW
8VHG WR GHILQH D VWDQGDUG IRUPDW IRU D QHZ GRFXPHQW ILOH QDPH SUHIL[ RU VXIIL[ 8SSHUFDVH 6WULQJ 6 $ RU 'HFLPDO QXPEHU )LOOHG ZLWK OHDGLQJ ]HURV ZLWK D ZLGWK RI G ,I QRW GHILQHG WKH 8VHU PD\ FKRRVH WKH IRUPDW


'HIDXOW 'RFXPHQW &UHDWLRQ 5XOHV 7UDQVIHU VRXUFH GRFXPHQW DWWULEXWHV
:KHQ RQ LI D QHZ GRFXPHQW LV WR EH FUHDWHG XVLQJ WKH &UHDWH D 'RFXPHQW GLDORJ ER[ DQ\ HQYLURQPHQW DWWULEXWHV DUH FRSLHG IURP WKH VRXUFH GRFXPHQW WR WKH QHZ GRFXPHQW
'HIDXOW 'RFXPHQW &UHDWLRQ 5XOHV 'R QRW VKRZ 'HILQH GRFXPHQW UXOHV GLDORJ
:KHQ RQ WKH 'HILQH GRFXPHQW UXOHV GLDORJ ER[ GRHV QRW GLVSOD\ DQG WKH DFWLRQV VHOHFWHG E\ WKH DGPLQLVWUDWRU LV DXWRPDWLFDOO\ FDUULHG RXW DGG SUHIL[ WR WKH ROG QDPH IRU H[DPSOH
$XGLW 7UDLO
&DQ FKDQJH DXGLW WUDLO RSWLRQV
,I RQ WKH $XGLW 7UDLO FDWHJRU\ DSSHDUV RQ WKH 6HWWLQJV WDE RI WKH 8VHU 3URSHUWLHV GLDORJ ER[ 7RROV ! 2SWLRQV IRU WKLV XVHU 7KLV DOORZV WKH XVHU WR FKDQJH YDULRXV DXGLW WUDLO RSWLRQV
5HSRUWV &DQ FKDQJH UHSRUW YLVLELOLW\
,I RQ WKH 5HSRUWV LWHP GLVSOD\V XQGHU WKH $XGLW 7UDLO FDWHJRU\ DOORZLQJ WKH XVHU WR GHWHUPLQH ZKLFK UHSRUWV ZLOO GLVSOD\
5HSRUWV 6HH SULYDWH DFWLRQV
,I RQ WKH XVHU FDQ LQFOXGH WKH XVHUV RZQ DFWLRQV LQ WKH $XGLW 7UDLO UHSRUW
5HSRUWV 6HH DFWLRQV RI RWKHU XVHUV
,I RQ WKH XVHU FDQ FKDQJH WKH VHWWLQJV RQ WKH 8VHUV WDE RI WKH $XGLW 7UDLO &XVWRPL]H 5HSRUW GLDORJ ER[ LQ 3URMHFW:LVH ([SORUHU WR LQFOXGH DFWLRQV RI RWKHU XVHUV LQ WKH $XGLW 7UDLO UHSRUW
&RPPHQWV &DQ FKDQJH FRPPHQW XVDJH
,I RQ &RPPHQWV LWHPV GLVSOD\ XQGHU WKH $XGLW 7UDLO FDWHJRU\ IRU XVHUV WR PRGLI\


&RPPHQWV $OORZ FRPPHQWV IRU FKHFN LQ
,I RQ DQG 5HTXLUH FRPPHQWV LV RII XVHUV DUH SURPSWHG WR HQWHU FRPPHQWV ZKHQ FKHFNLQJ LQ RU LPSRUWLQJ GRFXPHQWV EXW WKH FRPPHQWV DUH RSWLRQDO ,I RQ DQG 5HTXLUH FRPPHQWV LV RQ XVHUV DUH SURPSWHG WR HQWHU FRPPHQWV DQG WKH FRPPHQWV DUH UHTXLUHG ,I RII XVHUV DUH QRW SURPSWHG WR HQWHU FRPPHQWV RQ FKHFN LQ
&RPPHQWV $OORZ FRPPHQWV IRU YHUVLRQ FUHDWH
,I RQ DQG 5HTXLUH FRPPHQWV LV RII XVHUV DUH SURPSWHG WR HQWHU FRPPHQWV ZKHQ FUHDWLQJ QHZ YHUVLRQV RI GRFXPHQWV EXW WKH FRPPHQWV DUH RSWLRQDO ,I RQ DQG 5HTXLUH FRPPHQWV LV RQ XVHUV DUH SURPSWHG WR HQWHU FRPPHQWV DQG WKH FRPPHQWV DUH UHTXLUHG ,I RII XVHUV DUH QRW SURPSWHG WR HQWHU FRPPHQWV ZKHQ QHZ YHUVLRQV DUH FUHDWHG
&RPPHQWV $OORZ FRPPHQWV IRU VWDWH FKDQJH
,I RQ DQG 5HTXLUH FRPPHQWV LV RII XVHUV DUH SURPSWHG WR HQWHU FRPPHQWV ZKHQ FKDQJLQJ WKH VWDWH RI GRFXPHQWV EXW WKH FRPPHQWV DUH RSWLRQDO ,I RQ DQG 5HTXLUH FRPPHQWV LV RQ XVHUV DUH SURPSWHG WR HQWHU FRPPHQWV DQG WKH FRPPHQWV DUH UHTXLUHG ,I RII XVHUV DUH QRW SURPSWHG WR HQWHU FRPPHQWV ZKHQ FKDQJLQJ WKH VWDWH RI GRFXPHQWV
&RPPHQWV $OORZ FRPPHQWV IRU ILQDO VWDWXV FKDQJH

,I RQ DQG 5HTXLUH FRPPHQWV LV RII XVHUV DUH SURPSWHG WR HQWHU FRPPHQWV ZKHQ VHWWLQJ ILQDO VWDWXV RQ GRFXPHQWV EXW WKH FRPPHQWV DUH RSWLRQDO ,I RQ DQG 5HTXLUH FRPPHQWV LV RQ XVHUV DUH SURPSWHG WR HQWHU FRPPHQWV DQG WKH FRPPHQWV DUH UHTXLUHG ,I RII XVHUV DUH QRW SURPSWHG WR HQWHU FRPPHQWV ZKHQ VHWWLQJ ILQDO VWDWXV RQ GRFXPHQWV
&RPPHQWV 5HTXLUH FRPPHQWV
,I RQ WKH VHOHFWHG LWHPV DERYH UHTXLUH FRPPHQWV
'HOHWH 5LJKWV &DQ FKDQJH GHOHWH ULJKWV
,I RQ WKH 'HOHWH 5LJKWV LWHP GLVSOD\V XQGHU WKH $XGLW 7UDLO FDWHJRU\ DQG WKH XVHU FDQ FKDQJH WKH DXGLW WUDLO GHOHWH ULJKWV
'HOHWH 5LJKWV &DQ GHOHWH DXGLW WUDLO UHFRUGV
,I RQ WKH XVHU FDQ GHOHWH DXGLW WUDLO UHFRUGV IURP WKH GDWDEDVH 7KH &OHDU $XGLW 7UDLO LWHP LV DGGHG WR WKH )ROGHU DQG 'RFXPHQW PHQXV IRU WKDW XVHU


Groups
6KRZ $XGLW 7UDLO LQ 'RFXPHQW 3URSHUWLHV ZLQGRZ
:KHQ RQ WKH $XGLW 7UDLO WDE GLVSOD\V RQ WKH 'RFXPHQW 3URSHUWLHV GLDORJ ER[
6KRZ $XGLW 7UDLO LQ )ROGHU 3URSHUWLHV ZLQGRZ
:KHQ RQ WKH $XGLW 7UDLO WDE GLVSOD\V RQ WKH )ROGHU 3URSHUWLHV GLDORJ ER[
*URXSV
'LVSOD\V WKH OLVW RI XVHU JURXSV LQ WKH GDWDVRXUFH 7R DGG D JURXS ULJKWFOLFN WKH *URXSV LFRQ DQG FKRRVH New > Group )RU PRUH LQIRUPDWLRQ VHH &UHDWLQJ 8VHU *URXSV RQ SDJH
*URXS 3URSHUWLHV GLDORJ ER[

8VHG WR FRQWURO ZKLFK XVHUV EHORQJ WR WKH JURXS DQG ZKLFK OLVWV WKH JURXS LV D PHPEHU RI
*HQHUDO WDE
6HWV WKH QDPH DQG W\SH RI WKH JURXS
1DPH
6HWV WKH QDPH RI WKH JURXS
'HVFULSWLRQ
6HWV D GHVFULSWLRQ IRU WKH JURXS
7\SH /RJLFDO
,I VHW WKH JURXS QDPH FDQ EH DQ\WKLQJ DQG LV VWRUHG LQ WKH 3URMHFW:LVH GDWDEDVH


Group Properties dialog box
7\SH :LQGRZV 17
,I VHW WKH JURXS QDPH VKRXOG EH D YDOLG JURXS QDPH H[LVWLQJ LQ WKH :LQGRZV 17 GRPDLQ
:LQGRZV 17 GRPDLQ
,I 7\SH LV VHW WR :LQGRZV 17 WKLV ILHOG LV XVHG WR VSHFLI\ WKH GRPDLQ WR ZKLFK WKH JURXS QDPH EHORQJV
0HPEHUV WDE
'LVSOD\V WKH XVHUV WKDW EHORQJ WR WKLV JURXS
$GG
2SHQV WKH 6HOHFW 8VHUV GLDORJ ER[ ZKLFK LV XVHG WR DGG PHPEHUV WR WKH JURXS 7R DGG XVHUV IURP WKH 6HOHFW 8VHUV GLDORJ ER[ VHOHFW RQH RU PRUH XVHUV DQG FOLFN 2.
5HPRYH
8VHG WR UHPRYH WKH VHOHFWHG XVHU IURP WKH JURXS
0HPEHU 2I WDE
'LVSOD\V WKH 8VHU /LVWV WKDW WKH VHOHFWHG JURXS LV D PHPEHU RI
$GG
2SHQV WKH 6HOHFW 8VHUV /LVWV GLDORJ ER[ ZKLFK LV XVHG WR VHOHFW WKH XVHU OLVW WR ZKLFK WR DGG WKH JURXS 7R DGG WKH JURXS IURP WKH 6HOHFW 8VHUV /LVWV GLDORJ ER[ VHOHFW RQH RU PRUH OLVWV DQG FOLFN 2.
5HPRYH
8VHG WR UHPRYH WKH JURXS IURP EHLQJ D PHPEHU RI WKH VHOHFWHG XVHUV OLVW


User Lists
8VHU /LVWV
'LVSOD\V WKH OLVW RI XVHUV OLVWV LQ WKH GDWDVRXUFH 7R FUHDWH D XVHU OLVW ULJKWFOLFN WKH 8VHU /LVW LFRQ DQG FKRRVH New > User List )RU PRUH LQIRUPDWLRQ VHH &UHDWLQJ 8VHU /LVWV RQ SDJH
8VHU /LVW 3URSHUWLHV GLDORJ ER[

8VHG WR FRQWURO ZKLFK XVHUV JURXSV RU DFFHVV OLVWV EHORQJ WR WKH XVHU OLVW DQG ZKLFK DFFHVV OLVWV WKH XVHU OLVW LV D PHPEHU RI
*HQHUDO WDE
6HWV WKH QDPH DQG W\SH RI WKH XVHU OLVW
1DPH
6HWV WKH QDPH RI WKH XVHU OLVW
'HVFULSWLRQ
6HWV D GHVFULSWLRQ IRU WKH XVHU OLVW
7\SH 7KLV XVHU OLVW LV XVHG LQ DFFHVV FRQWURO 7\SH 7KLV XVHU OLVW LV D PDLOLQJ OLVW


User List Properties dialog box
0HPEHUV WDE
'LVSOD\V WKH XVHUV JURXSV RU DFFHVV OLVWV WKDW EHORQJ WR WKLV XVHU OLVW
$GG
2SHQV WKH 6HOHFW 6HFXULW\ 2EMHFWV GLDORJ ER[ ZKLFK LV XVHG WR DGG XVHUV JURXSV RU DFFHVV OLVWV WR WKH XVHU OLVW 7R DGG PHPEHUV IURP WKH 6HOHFW 6HFXULW\ 2EMHFWV GLDORJ ER[ VHOHFW RQH RU PRUH LWHPV DQG FOLFN 2.
5HPRYH
8VHG WR UHPRYH WKH VHOHFWHG PHPEHU IURP WKH XVHU OLVW
0HPEHU 2I WDE
'LVSOD\V WKH DFFHVV OLVWV WKDW WKH VHOHFWHG XVHU OLVW LV D PHPEHU RI
$GG
2SHQV WKH 6HOHFW $FFHVV /LVWV GLDORJ ER[ ZKLFK LV XVHG WR VHOHFW WKH DFFHVV OLVW WR ZKLFK WR DGG WKH XVHU OLVW 7R DGG WKH XVHU OLVW IURP WKH 6HOHFW $FFHVV /LVWV GLDORJ ER[ VHOHFW RQH RU PRUH DFFHVV OLVWV DQG FOLFN 2.
5HPRYH
8VHG WR UHPRYH WKH XVHU OLVW IURP EHLQJ D PHPEHU RI WKH VHOHFWHG DFFHVV OLVW

Using ProjectWise Class Editor

7KLV FKDSWHU GHVFULEHV KRZ WR XVH WKH 3URMHFW:LVH &ODVV (GLWRU WR HGLW \RXU FRPSRQHQW FODVVHV DQG FRPSRQHQW FODVV DWWULEXWHV
3URMHFW:LVH &ODVV (GLWRU 2YHUYLHZ

)RUPHUO\ $FWLYH$VVHW 0RGHO%XLOGHU WKH 3URMHFW:LVH &ODVV (GLWRU LV XVHG WR HGLW FODVVHV DQG FODVV DWWULEXWHV LQ GDWDEDVH WDEOHV )RU 3URMHFW:LVH WKH SULPDU\ LQWHQGHG XVH IRU WKH &ODVV (GLWRU LV WR DVVLVW LQ WKH GLVSOD\ DQG PDQDJHPHQW RI FRPSRQHQWV FRPSRQHQW FODVVHV DQG FRPSRQHQW FODVV DWWULEXWHV ZKHQ 3URMHFW:LVH &RPSRQHQW 6HUYLFHV LV LPSOHPHQWHG
'HILQLQJ &RPSRQHQW &ODVVHV

:KHQ \RX VHOHFW D FODVV WKH DWWULEXWHV RI WKDW FODVV GLVSOD\ RQ WKH DWWULEXWHV WDE ,Q JHQHUDO PRVW QHZ FODVVHV VKRXOG EH D FKLOG RI WKH &RPSRQHQW FODVV 7KH IROORZLQJ WDEOH GHVFULEHV WKH ILHOGV WKDW FDQ EH GHILQHG IRU D FODVV
)LHOG RU &ROXPQ 1DPH 'HVFULSWLRQ 1DPH RI WKH FODVV %\ FRQYHQWLRQ ZH VXJJHVW WKH FODVV QDPH MRLQ ZRUGV WRJHWKHU ZLWKRXW WKH XVH RI WKH XQGHUVFRUH FKDUDFWHU B )RU H[DPSOH WKH FODVV QDPH IRU DQ LQVWUXPHQWDWLRQ ORRS PD\ EH ,QVWUXPHQW/RRS 7KH FODVV GHVFULSWLRQ LV XVHG IRU \RXU UHIHUHQFH RQO\ DQG LV QRW GLVSOD\HG LQ 3URMHFW:LVH ([SORUHU RU :HE ([SORUHU /LWH
'HVFULSWLRQ


Defining Component Classes
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
'LVSOD\ /DEHO
,FRQ
7DEOH 1DPH
*LI


Defining Component Classes
)LHOG RU &ROXPQ $WWULEXWHV 'HVFULSWLRQ $WWULEXWHV LQFOXGHG LQ WKH VHOHFWHG FODVV 7KH DWWULEXWH (&B,QVWDQFH,' PXVW EH LQFOXGHG LQ DOO FODVVHV 7KH 'LVSOD\ 2UGHU FROXPQ RQ WKH $WWULEXWHV WDE FRQWUROV WKH RUGHU LQ ZKLFK DWWULEXWHV ZLOO EH GLVSOD\HG ZKHQ YLHZLQJ WKH SURSHUWLHV RI D LQVWDQFH RI WKH VHOHFWHG FODVV LQ 3URMHFW:LVH ([SORUHU DQG :HE ([SORUHU /LWH
'LVSOD\ 2UGHU
,W LV UHFRPPHQGHG WKDW WKH QDPH RI D FODVV WDEOH EHJLQ ZLWK ,B DQG LQFOXGH WKH QDPH RI WKH FODVV )RU H[DPSOH D FODVV FDOOHG (TXLSPHQW ZRXOG KDYH D WDEOH QDPH ,B(TXLSPHQW 2UDFOH OLPLWV WKH OHQJWK RI WDEOHV QDPHV WR FKDUDFWHUV :H UHFRPPHQG WKDW ZKHQ XVLQJ 2UDFOH XVHUV OLPLW WKH OHQJWK RI WKH WDEOH QDPH WR FKDUDFWHUV
*HQHUDO 3URFHGXUH 7R FUHDWH D FODVV

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


Notes about creating classes using existing tables
RI WKH FODVV (TXLSPHQW ZRXOG EH FUHDWHG UDWKHU \RX ZRXOG DOZD\V LQVWDQFH WKH FKLOG FODVVHV FDOOHG 3XPS 9HVVHO DQG +HDW([FKDQJHU :KHQ ILQLVKHG FOLFN 1H[W $ VXPPDU\ SDJH LV VKRZQ GLVSOD\LQJ WKH VHOHFWLRQV \RX KDYH PDGH 7R FUHDWH WKH FODVV FOLFN )LQLVK
1RWHV DERXW FUHDWLQJ FODVVHV XVLQJ H[LVWLQJ WDEOHV

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


Defining Class Attributes
$Q\ 180%(5 ZLWK D VFDOH JUHDWHU WKDQ ZLOO PDS WR D 'RXEOH $Q\ 180%(5 ZLWK D VL]H JUHDWHU WKDQ DQG VFDOH HTXDO WR ]HUR ZLOO QRW EH PDSSHG
7KLV ODVW OLPLWDWLRQ PD\ EH RYHUFRPH LQ D IXWXUH YHUVLRQ 7KH VXJJHVWHG ZRUNDURXQG IRU FROXPQV WKDW IDOO LQWR WKLV FDWHJRU\ ZRXOG EH WR PRGLI\ WKH FROXPQ WR KDYH D VFDOH RI RU FUHDWH D GDWDEDVH 9LHZ RI WKH WDEOH WKDW FRQYHUWV LW WR D FROXPQ ZLWK D VFDOH RI
'HILQLQJ &ODVV $WWULEXWHV

7KH IROORZLQJ WDEOH GHVFULEHV WKH ILHOGV WKDW FDQ EH GHILQHG IRU DQ DWWULEXWH
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
'HVFULSWLRQ
9DOXH )RUPDW 6WULQJ
'HIDXOW 9DOXH ,QVWDQFH 1DPH
,V %XVLQHVV.H\ IRU &RPSRQHQW ,QGH[LQJ


Defining Class Attributes
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
9LVLELOLW\
'DWD 7\SH $WW DQG $WW7\S /HQJWK
4XDOLILHUV
7R FUHDWH D FODVV DWWULEXWH

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


Adding Attributes to Classes
$GGLQJ $WWULEXWHV WR &ODVVHV

<RX FDQ DGG H[LVWLQJ DWWULEXWHV WR FODVVHV RU \RX FDQ FUHDWH DWWULEXWHV IURP LQVLGH WKH FODVV 7KH ODWWHU PHWKRG DXWRPDWLFDOO\ DGGV WKH QHZ DWWULEXWH WR WKH VHOHFWHG FODVV
7R DGG DQ H[LVWLQJ DWWULEXWH WR D FODVV

)LUVW VHOHFW D FODVV 2Q WKH $WWULEXWHV WDE RI WKH FODVV FOLFN WKH ,QVHUW LFRQ $ QHZ URZ LV DGGHG WR WKH OLVW RI DWWULEXWHV )URP WKH GURSGRZQ OLVW VHOHFW WKH DWWULEXWH WR EH DGGHG 7R DSSO\ \RXU FKDQJHV WR WKH FODVV FOLFN WKH 6DYH LFRQ IURP WKH PDLQ WRROEDU $ QHZ FROXPQ ZLOO EH DGGHG WR WKH FODVV WDEOH
7R FUHDWH D QHZ DWWULEXWH LQ WKH FODVV

)LUVW VHOHFW D FODVV 2Q WKH $WWULEXWHV WDE RI WKH FODVV FOLFN WKH &UHDWH $WWULEXWH :L]DUG LFRQ 7KH &UHDWH $WWULEXWH :L]DUG LV ODXQFKHG 6HH 7R FUHDWH D FODVV DWWULEXWH IRU GHWDLOV UHJDUGLQJ WKLV ZL]DUG :KHQ WKH ZL]DUG LV ILQLVKHG D QHZ DWWULEXWH ZLOO EH FUHDWHG DQG DGGHG WR WKH FODVV 7R DSSO\ \RXU FKDQJHV WR WKH FODVV FOLFN WKH 6DYH LFRQ IURP WKH PDLQ WRROEDU $ QHZ FROXPQ ZLOO EH DGGHG WR WKH FODVV WDEOH
$VVRFLDWLQJ 5HODWLRQDO &RPSRQHQW 6HDUFKHV

$ UHODWLRQDO VHDUFK LV D 6DYHG 6HDUFK WKDW LV XVHG WR ILQG 'RFXPHQWV RU &RPSRQHQWV WKDW DUH VRPHKRZ UHODWHG WR D JLYHQ &RPSRQHQW )RU H[DPSOH \RX FRXOG VHOHFW D SDUWLFXODU 3XPS DQG WKHQ VHDUFK IRU GRFXPHQWV WKDW FRQWDLQ WKH 3XPSV PRGHO QXPEHU LQ LWV GRFXPHQW QDPH RU GHVFULSWLRQ RU \RX FRXOG


Comparing JSpace to ProjectWise Classes
VHDUFK IRU D 3URFHVV/LQH ZKLFK OLVWV WKH 3XPS DV LWV LQSXW 7KHUH DUH WZR W\SHV RI 5HODWLRQDO 6HDUFKHV *LYHQ D &RPSRQHQW ILQG UHODWHG &RPSRQHQWV *LYHQ D &RPSRQHQW ILQG UHODWHG 'RFXPHQWV
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
&RPSDULQJ -6SDFH WR 3URMHFW:LVH &ODVVHV

7KH IROORZLQJ WDEOHV GHVFULEH ZKDW WKH -6SDFH GHILQLWLRQV DQG LQVWDQFHV EHFRPH RQFH LPSRUWHG LQWR 3URMHFW:LVH


Controlling Component Behavior in Client Applications
'(),1,7,216
-6SDFH &ODVV 3URSHUW\ 5HODWLRQVKLS 3URMHFW:LVH &ODVV PDSV WR FRPSRQHQW GDWD WDEOH $WWULEXWH PDSV WR D FROXPQ LQ D FRPSRQHQW GDWD WDEOH /LQN &ODVV PDSV WR D FRPSRQHQW OLQN WDEOH
,167$1&(6
-6SDFH 2EMHFW 5HODWHG REMHFWV 3URMHFW:LVH 5RZ LQ D FRPSRQHQW GDWD WDEOH 5RZ LQ D FRPSRQHQW OLQN WDEOH
&RQWUROOLQJ &RPSRQHQW %HKDYLRU LQ &OLHQW $SSOLFDWLRQV

,Q 3URMHFW:LVH &ODVV (GLWRU FKRRVLQJ Tools > Options RSHQV WKH 2SWLRQV GLDORJ ER[ ZKLFK SURYLGHV RSWLRQV IRU FRQWUROOLQJ FHUWDLQ FDFKLQJ EHKDYLRU LQ DOO 3URMHFW:LVH FOLHQW DSSOLFDWLRQV WKDW ORJ LQ WR D JLYHQ GDWDVRXUFH
$OZD\V SURPSW EHIRUH VDYLQJ PRGLILHG REMHFWV


Controlling Component Behavior in Client Applications
$SSHQG WKH REMHFWV LG QXPEHU DIWHU WKH QDPH $GYDQFHG 0RGH DGGV DGGLWLRQDO LWHPV WR WKH 6FKHPD ZLQGRZ 'LVSOD\ &RPSRQHQWV LQ 3URMHFW:LVH &OLHQWV ,I RQ DQG LI FRPSRQHQWV H[LVW LQ WKH GDWDVRXUFH WKH\ ZLOO EH GLVSOD\HG LQ 3URMHFW:LVH ([SORUHU DQG :HE ([SORUHU /LWH 8VH ,QVWDQFH &DFKH 7XUQV WKH LQVWDQFH FDFKH RQ RU RII 7KH LQVWDQFH FDFKH VLPSO\ KROGV D FOLHQWVLGH FDFKH RI WKH PRVW UHFHQW LQVWDQFHV WKDW \RX KDYH DFFHVVHG EHFDXVH RIWHQ WKH VDPH LQVWDQFHV ZLOO EH DFFHVVHG UHSHDWHGO\ 7XUQLQJ WKLV RII FRXOG KDYH D VLJQLILFDQW QHJDWLYH SHUIRUPDQFH LPSDFW 0D[LPXP ,QVWDQFHV WR &DFKH 7KH VL]H RI WKH LQVWDQFH FDFKHWKH GHIDXOW VL]H LV LQVWDQFHV 6HFRQGV WR &DFKH ,QVWDQFHV 7KH WLPHRXW GHWHUPLQHV KRZ ORQJ LQ VHFRQGV DQ LQVWDQFH ZLOO UHPDLQ LQ WKH FDFKH EHIRUH EHLQJ FRQVLGHUHG RXW RI GDWH DQG LW FDQ WKXV LQWURGXFH VRPH ODWHQF\ LQ \RXU V\VWHP 7KH GHIDXOW LV VHFRQGV 7KHUH LV QR PLQLPXP UHFRPPHQGHG WLPHRXW KRZHYHU DQ\WKLQJ OHVV WKDW VHFRQGV LV SUREDEO\ QRW ZRUWKZKLOH &DFKH 0RGHO LQ /RFDO )LOH RQ &OLHQWV ,I VHW WR D FDFKHG FRS\ RI WKH GDWD PRGHO LV NHSW RQ WKH XVHUV ORFDO PDFKLQH LQ D GLUHFWRU\ OLNH &?'RFXPHQWV DQG 6HWWLQJV?<RXU 1DPH?$SSOLFDWLRQ 'DWD?3URMHFW:LVH?&DFKH RWKHUZLVH WKH GDWD PRGHO LV DOZD\V GRZQORDGHG IURP WKH VHUYHU XSRQ ORJLQ 7KH FKHFNVXP RI WKH GDWDPRGHO LV FKHFNHG XSRQ ORJLQ VR LI \RXU ORFDO FDFKH LV RXW RI GDWH LW ZLOO EH GLVFDUGHG
7KH FDFKH UHODWHG VHWWLQJV DERYH DSSO\ WR WKH DOO FOLHQWV WKDW ORJ LQ WR WKH GDWDVRXUFH EXW WKH\ FDQ EH RYHUULGGHQ E\ WKH IROORZLQJ UHJLVWU\ VHWWLQJV XQGHU +.(<B/2 &$/B0$&+,1(?62)7:$5(?%HQWOH\?3URMHFW:LVH??&RPSRQHQWV ,QVWDQFH &DFKH 6WDWH ,QVWDQFH &DFKH 6L]H RII RQ RI LQVWDQFHV QR \HV
,QVWDQFH &DFKH 7LPHRXW VHFRQGV &DFKH 0RGHO LQ /RFDO )LOH
1RWH WKDW WKH UHJLVWU\ HQWULHV GR QRW DOUHDG\ H[LVW \RX ZLOO KDYH WR FUHDWH WKHP LI \RX ZLVK WR RYHUULGH WKH GDWDVRXUFH VHWWLQJV 7KH\ VKRXOG EH W\SHG DV DERYH LQFOXGLQJ VSDFHV

Index
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
3URMHFW:LVH $GPLQLVWUDWRU *XLGH L
,QGH[
WLPHRXW VHWWLQJV IRU XQUHJLVWHULQJ YLHZLQJ SURSHUWLHV RI 6WDWHV FUHDWLQJ GHOHWLQJ PRGLI\LQJ 6WRUDJH $UHDV FUHDWLQJ GHOHWLQJ PRGLI\LQJ SURSHUWLHV RI 7 7KH 0LFURVRIW 0DQDJHPHQW &RQVROH 6QDSLQV 7ULJJHULQJ 0HVVDJHV 8 8VHU /LVWV $GGLQJ 1HZ 8VHU /LVWV FUHDWLQJ 'HOHWLQJ 8VHU /LVWV 8VHUV DGGLQJ WR WKH GDWDVRXUFH GHIDXOW VHWWLQJV IRU 'HOHWLQJ 8VHUV : :RUNIORZ PHVVDJLQJ DJHQW :RUNIORZV DGGLQJ VWDWHV WR FUHDWLQJ GHOHWLQJ
L 3URMHFW:LVH $GPLQLVWUDWRU *XLGH

PW Administrator

Uploaded by

Document Information

Original Description:

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

PW Administrator

Uploaded by

Copyright:

Available Formats

ProjectWise V8.

 5HJLVWHULQJ 6HUYHUV DQG &UHDWLQJ 'DWDVRXUFHV

 8VHU $FFRXQW 0DQDJHPHQW

 3URMHFW:LVH $GPLQLVWUDWRU 5HIHUHQFH

 8VLQJ 3URMHFW:LVH &ODVV (GLWRU

3URMHFW:LVH $GPLQLVWUDWRU *XLGH

LY 3URMHFW:LVH $GPLQLVWUDWRU *XLGH

Whats new in ProjectWise Administrator?

3URMHFW:LVH $GPLQLVWUDWRU *XLGH

3URMHFW:LVH $GPLQLVWUDWRU *XLGH

ProjectWise Administrator Overview

'RFXPHQW 0DQDJHPHQW 6\VWHP )UDPHZRUN

3URMHFW:LVH $GPLQLVWUDWRU *XLGH

ProjectWise Administrator Overview

3URMHFW:LVH $GPLQLVWUDWRU *XLGH

ProjectWise Administrator Overview

7KH VHFXULW\ KLHUDUFKLFDO VWUXFWXUH

3URMHFW:LVH $GPLQLVWUDWRU *XLGH

ProjectWise Administrator Overview

7R VHW GRFXPHQW RU IROGHU VHFXULW\ SHUPLVVLRQV

3URMHFW:LVH $GPLQLVWUDWRU *XLGH

ProjectWise Administrator Overview

)LOH 5HDG )LOH :ULWH 1R DFFHVV

7KH 1R DFFHVV SHUPLVVLRQ WDNHV SULRULW\ RYHU DOO RWKHUV

*HQHUDO 8VDJH RI WKH 0LFURVRIW 0DQDJHPHQW &RQVROH

3URMHFW:LVH $GPLQLVWUDWRU *XLGH

ProjectWise Administrator Overview

3URMHFW:LVH $GPLQLVWUDWRU *XLGH

ProjectWise Administrator Overview

3URMHFW:LVH $GPLQLVWUDWRU *XLGH

ProjectWise Administrator Overview

3URMHFW:LVH $GPLQLVWUDWRU *XLGH

ProjectWise Administrator Overview

6RPH 7HFKQLFDO %DFNJURXQG ,QIRUPDWLRQ

3URMHFW:LVH $GPLQLVWUDWRU *XLGH

ProjectWise Administrator Overview

3URMHFW:LVH $GPLQLVWUDWRU *XLGH

Registering Servers and Creating Datasources

2SHQLQJ 3URMHFW:LVH $GPLQLVWUDWRU DQG /RJJLQJ LQ WR 'DWDVRXUFHV

3URMHFW:LVH $GPLQLVWUDWRU *XLGH

Registering Servers and Creating Datasources

7R ORJ LQ WR D GDWDVRXUFH LQ 3URMHFW:LVH $GPLQLVWUDWRU

5HJLVWHULQJ DQG 'LVSOD\LQJ 3URMHFW:LVH 6HUYHUV

3URMHFW:LVH $GPLQLVWUDWRU *XLGH

Registering Servers and Creating Datasources

7R UHJLVWHU D 3URMHFW:LVH VHUYHU

3URMHFW:LVH $GPLQLVWUDWRU *XLGH

Registering Servers and Creating Datasources

7R YLHZ WKH SURSHUWLHV RI D 3URMHFW:LVH VHUYHU

3URMHFW:LVH $GPLQLVWUDWRU *XLGH

Registering Servers and Creating Datasources

7R PRGLI\ WKH JHQHUDO SURSHUWLHV RI D VHUYHU

3URMHFW:LVH $GPLQLVWUDWRU *XLGH

Registering Servers and Creating Datasources

7R PRGLI\ WKH VHFXULW\ VHWWLQJV IRU D VHUYHU

3URMHFW:LVH $GPLQLVWUDWRU *XLGH

Registering Servers and Creating Datasources

7R PRGLI\ WKH WLPHRXW VHWWLQJV IRU D VHUYHU

3URMHFW:LVH $GPLQLVWUDWRU *XLGH

Registering Servers and Creating Datasources

7R PRGLI\ WKH FRQQHFWLRQ VHWWLQJV IRU D VHUYHU

&UHDWLQJ DQG 0RGLI\LQJ 'DWDVRXUFHV

5HJLVWHULQJ 6HUYHUV DQG &UHDWLQJ 'DWDVRXUFHV

8VHU $FFRXQW 0DQDJHPHQW

3URMHFW:LVH $GPLQLVWUDWRU 5HIHUHQFH

8VLQJ 3URMHFW:LVH &ODVV (GLWRU

7KH 1R DFFHVV SHUPLVVLRQ WDNHV SULRULW\ RYHU DOO RWKHUV

:KHQ WKH 1HZ 'DWDVRXUFH :L]DUG RSHQV FOLFN 1H[W

:KHQ WKH &KRRVLQJ GDWDVRXUFH W\SH VFUHHQ RSHQV WXUQ RQ $ GDWDVRXUFH