Menus and Toolbars

CIMCO PDM Icon

Clicking this icon opens a small drop-down menu with a shortcut to the Explorer and the Database Configuration.

Database menu

Positioned at the very top of the screen, the Database menu provides easy access to:

• Project Add - Adding new projects.
• Customer - You can add, edit, remove or import customers to the database.
• Messages - Lets you to read the messages generated by the program.
• Import Queue - Opens a window where you can accept or reject the files in the import queue.
• Change Password - Here you can change the password for the current user.

Help menu

Positioned next to the Database menu, the Help menu provides acces to:

• Online Help - Opens the online help for PDM.
• About - Opens the program information dialog.

Explorer

By clicking the Explorer icon you can logon to the Explorer. In the Logon dialog you first select the user you want to logon with and then supply the correct password. The Explorer will open once logon is successful.

Add

By clicking the Add icon you can add a new root-level entry to the Explorer View. By default the root-level entry is called "Project", but this can easily be re-configured if you have different naming requirements.

Clicking Add by default brings up the Project dialog where Project name is entered. In the Database Configuration, under Level Setings, you can add more database fields if needed and these will show in the Project dialog as well.

Logoff

Clicking the Logoff icon closes the Explorer and logs off the user.

Results

If a search, using the Search panel, results in more than one result, the Results icon will open a window showing all the search results. That way you can easily move through your search results loading them into the Explorer View.

Info

Clicking the Info icon brings up a dialog with the information and database fields for the level or document selected in the Explorer View. This can also be achieved by double-clicking a level in the Explorer View. You can change the information if needed and save/close the information by clicking the "OK" button.

Copy

Clicking the Copy icon makes a copy of the level or document selected in the Explorer View. Insert the copy by right-clicking the level in the Explorer View to which it should be inserted and click Insert.

Backup

Clicking the Backup icon makes a backup of the selected level and its sub-levels in the Explorer View. Verify that the backup has been performed by clicking the Restore icon. This brings up the Restore dialog with a list of the backups.

Restore

Clicking the Restore icon opens the Restore dialog. This shows the backups that have been created for the selected level in the Explorer View. Select the backup you wish to restore and click "Restore".

Lock / Unlock

Clicking the Lock or Unlock icon locks/unlocks the selected level or document for editing by other users.

Delete

Clicking the Delete icon deletes the selected level or document and everything associated with it.

Print

Clicking the Print icon prints the selected level or document by selecting the appropriate print template in the pop-up window. The print templates can be defined in the database configuration.