Administrator: How to Create a Job

This module is for Administrators and requires the 12d Synergy Administrator to be installed. This training manual is based on the idea that no prior setups have been configured –  i.e. all setup done by a 12d Synergy system admin User. This ...

To start with we will just create a plain Job. This might be a non-project related Job - e.g. somewhere to keep all your Company standards, etc. Side menu Jobs => Create Change Sub tab => Cover image Open 12d Syn...

A user account gives someone the access to login to 12d Synergy. A user account consumes one user licence for 12d Synergy.  A licence is assigned to a User and are not con-current, a registered User. Even if you are using Active Directory for ...

Using a Company Library A Company library can be used for a number of items including creating new files, referencing 12d Model User libraries and housing standard documents. A Company library is just another job. The next steps are only optional...

1. Add New In 12d Synergy Administrator Side menu System Rules => Predefined change descriptions 1.1. File Changed Repeat for the following 1.2. File Added 1.3. 12d Model Project Changed

Standard Reports and Editing XSLT In 12d Synergy Administrator Side menu Reports => Standard reports In 12d Synergy Client In the Job Company Library Create a Task To edit Open Windows Explorer to t...

Every task must have a type – 12d Synergy comes with one task type, the generic task. Tasks Types allow you to categorise and define special information about tasks that might be used for different purposes. They allow you to define, for any new ta...

Publishing In 12d Synergy Administrator Side menu System settings => File Publishing

1. Managing the Database The SQL database will need to be backup and maintained per the company’s IT policies.  This is something that would be managed by the IT department and not the user. Process normal includes using Microsoft SQL Serve...