12d Synergy Administration Guide

12d Synergy is a complex system with many different methods of configuration. This manual will guide you through how to configure each part of the system to suit your needs. Many of these tasks can only be accomplished from within the 12d Synergy Ad...

1.1 Components The server is made up of several components, including: The 12d Synergy Service, which runs the server A SQL Server database, which stores all the meta data File storage, which stores all 12d Synergy data files, based on you...

1.1 Overview This section contains a very brief overview of how information is structured inside 12d Synergy. 1.2 Jobs At a logical level, information in 12d Synergy is structured in 'Jobs'. Jobs are containers that can contain: Other jo...

Most administration is performed via the 12d Synergy Administration tool, although some can be performed by editing the specific editing in the 12d Synergy Client. The Administration tool must be installed with the 12d Synergy Client , and can only...

1.1 Overview To  view general information about the system, such as basic statistics, who is connected and what events are running, please open the General section in the 12d Synergy Administrator. 1.2 Viewing General Statistics This ...

1.1 Indexing 12d Synergy uses a search index to speed up searching. While this is generally maintained, external scripts or other processes may cause it to lag behind. You can re-run your index from the Maintenance tab in the Gene...

1.1 Contacts Overview A contact is a record of information about a person or company. It consists, simply of a name and an email address. You can add additional attributes, if you so choose. A contact does not have login access to the system u...

1.1 Overview If you are using Custom Authentication, or wish to use HTTPS, you may need to setup x509/SSL Certificate. SSL refers to Secure Socket Locker, and x509 Certificates are the mechanism by which this is achieved. This is an industry sta...

1.1 Overview Licensing in 12d Synergy is on a per-user basis. Your license enables you to run the server and allows the creation of a certain number of user. You will also have a number of modules to which you can enroll a fixed number of users....

1.1 Overview 12d Synergy defines different types of permissions for each of the different entities within 12d Synergy. However, these can be broken in to two different types:  Visibility - can this entity be seen by a current user or grou...

1.1 Overview Attributes are pieces of user defined metadata to help describe your data. They can be applied to most entities within 12d Synergy, including Jobs, Folders, Files, 12d Model Projects, Contacts and Tasks. Attributes are not just infor...

1.1 Overview A job is the highest level structure in 12d Synergy - it is an item of work that contains folders, files, tasks, 12d Model Projects and potentially other jobs. 1.2 Permissions General Job Permissions The following permissions ar...

1.1 Overview To edit folders, simply find the job in the 12d Synergy Administrator and select the folder you wish to edit. Alternatively, right click and edit the folder in the 12d Synergy Client. 1.2 Folder Permis...

1.1 Overview 12d Model Projects can be created at the Job or Folder level. This can be managed by job administrators, as well as System Administrators, if required. 12d Model projects are edited at the job level. 1.2 Attributes You can confi...

1.1 Overview Every task must have a type – 12d Synergy comes with one task type, the generic task, unless you have installed the 12d Synergy Seed Data. This topic will discuss how to configure Task Types and will not cover general day to day use ...

1.1 Overview Naming rules provide the option to control how items, such as Jobs and Files, should be named when they are added to the system. 1.2 Job Naming Rules 1.Overview Job naming rules can be defined to control how jobs must be named. ...

Keeping track of transmittals or issued files is an incredibly part of an AEC office. It’s important to know who was sent which version of which document when. Tracking of issued files must first be turned on before they can be used. To do so, go t...

Overview 12d Synergy can track incoming and outgoing emails via Microsoft Outlook. When an email is tracked by 12d Synergy, it is stamped so that any future replies or emails can also be tracked. Settings about how the stamp is defined can be fou...

Overview 12d Synergy will send out emails to notify users about important information or changes. You may wish to customize how these emails look and feel, such as including a company logo, or change the location of information in the email. To...

Overview 12d Synergy provides a mechanism to allow access to download or submit files via a standard web browser, using mechanisms called Publishing and File Drops. File Publishing File Publishing allows you to advertise files to external parti...

Overview As users connect and work with 12d Synergy, local files may be downloaded that may not be needed on their machine anymore. The 12d Synergy Administrator allows you to define clean up policies as to when unneeded files may be removed from...

Overview 12d Synergy can provide file conversions for your users. It is common to convert Word or other excel documents into PDF, for example. Installed Conversions The following conversions are available automatically. We provide an inbui...

Overview Searching can be customized to provide a quick, better experience for users. As an administrator, you can define the common search fields for most search types and how the results appear to the user. This is available under the Searching...

Overview There are two types of reporting in 12d Synergy – standard ‘simple’ reports that ship out of the box and offer limited customization, or customizable reports. Standards Reports Standards reports are shipped out of the box with 12d Sy...

Overview 12d Synergy has a full and complex API available for server side scripting use. Besides Custom Reports, there are two main scripting entry points. Events Task Libraries Your title goes here These are accessible under the Scripts s...

Overview 12d Synergy stores its files in a ‘file store’. When 12d Synergy is installed, a default File Store was configured. All initial jobs created would have been bound to this file store. However, you are not limited to one. You may wish to ...

Overview V3 introduces File Replication Servers. File Replication Servers, or FRS, allow you to have multiple file servers across different sites. This makes file transfers faster for users in regional or distributed areas, but provides availabil...

Watch folders allow you to watch for new files added to a network location that the 12d Synergy server can see. Once a new file is added, 12d Synergy can automatically upload this file. This can be useful for network attached scanners. Watch Folder...

Overview A change description is required at most points of change in 12d Synergy, such as: Adding a file Checking in a file Moving a file Changing a task Checking in a 12d model project Using the change description settings under...

Following is a list of all the 12d Synergy Server settings that can be configured via the System settings section of the 12d Synergy Administrator.

Overview Connectors allow the 12d Synergy server to communicate with other software products. Data imported via connectors from those products is stored in 12d Synergy. This process allows your data to be synchronised across multiple systems. Co...

For jobs that are completed, it may make sense to remove all but the last set of files from the disk, or in some cases, just older versions of working files. This may be a necessary step when disk space is low. An archived package can be created and...

Import and Export is a useful tool to export data from a 12d Synergy Instance to be imported again at a later date or location. This is most typically used if you need to export data or configuration from one instance and merge it into another. Th...

Backup Procedures 12d Synergy Pty Ltd does not provide an official backup solution for 12d Synergy – it is the responsibility of the IT team managing the server to provide their own backups. However, the following data must be backed up: The S...