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2017 Mentor Graphics Corporation
All rights reserved.
This document contains information that is trade secret and proprietary to Mentor Graphics Corporation or its licensors and
is subject to license terms. No part of this document may be photocopied, reproduced, translated, distributed, disclosed or
provided to third parties without the prior written consent of Mentor Graphics.
EDM Server for Administrators
Student Workbook
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Part Number: 073613
Table of Contents
EDM Server for Administrators I
Module 1: Installation & Administration ........................................................... 15
Objectives ........................................................................................................................................... 16
INSTALLATION ............................................................................................................................... 17
Installation: Before You Begin .......................................................................................................... 18
Installation: MGC Modules Required ................................................................................................ 19
CONFIGURATION ........................................................................................................................... 20
EDM Config Manager: Launching .................................................................................................... 21
EDM Config Manager: Strategy Selection ........................................................................................ 24
EDM Config Manager: Configure Server -- EDM Server ................................................................. 26
EDM Config Manager: Configure Server -- EDM Directories .......................................................... 32
EDM Config Manager: Configure Server -- SSL .............................................................................. 33
EDM Config Manager: Configure Server -- Deployment Options .................................................... 34
EDM Config Manager: Configure Server -- Server Load .................................................................. 37
EDM Config Manager: Configure Server -- Database: Embedded ................................................... 39
EDM Config Manager: Configure Server -- Database: Oracle .......................................................... 40
EDM Config Manager: Configure Server -- Vault ............................................................................ 46
EDM Config Manager: Configure Server -- LDAP ........................................................................... 47
EDM Config Manager: Configure Server -- SMTP ........................................................................... 49
EDM Config Manager: Configure Server -- Ports ............................................................................. 52
EDM Config Manager: Configure Server -- Library Services ........................................................... 54
EDM Config Manager: Configure Server -- Design Services ........................................................... 55
EDM Config Manager: Backup Settings ........................................................................................... 56
EDM Config Manager: [Full] Backup Scheduler .............................................................................. 57
EDM Config Manager: Incremental Backup Scheduler .................................................................... 59
Table of Contents
EDM Server for Administrators II
EDM Config Manager: Incremental Backup Settings ....................................................................... 60
EDM Config Manager: Test Setup ..................................................................................................... 61
EDM Config Manager: Test Setup (Results) ..................................................................................... 62
DEPLOYMENT ................................................................................................................................. 63
EDM Config Manager: Deploy Server .............................................................................................. 64
EDM Config Manager: Deploy Server Confirmation ........................................................................ 65
EDM Config Manager: Deploy Server (Begin) ................................................................................. 66
EDM Config Manager: Deploy Server (Progress) ............................................................................. 67
EDM Config Manager: Deploy Server (Status) ................................................................................. 68
EDM Config Manager: Deploy Server (Complete) ........................................................................... 69
EDM Config Manager: Client Access Information ........................................................................... 70
EDM Config Manager: Alert Monitor Settings ................................................................................. 71
EDM Config Manager: Alert Monitor Settings -- Email ................................................................... 72
EDM Config Manager: Alert Monitor Settings -- Intervals ............................................................... 73
EDM Config Manager: Deployment Modification ............................................................................ 74
EDM Config Manager: Background Process Shell ............................................................................ 75
EDM Config Manager: Background Process Lock File .................................................................... 76
CONNECTION .................................................................................................................................. 77
EDM Connection: Test EDM Server Connectivity ............................................................................ 78
Summary ............................................................................................................................................ 82
Module 2: User, Group & EDM Application Management .............................. 83
Objectives ........................................................................................................................................... 84
LDAP CONFIGURATION ................................................................................................................ 85
EDM w/ LDAP[S]: Connect & Configure LDAP ............................................................................. 86
MANUAL USER MANAGEMENT ............................................................................................... 102
Table of Contents
EDM Server for Administrators III
AUTOMATIC USER MANAGEMENT ......................................................................................... 113
EDM User Management: Auto-Create New User Account ............................................................. 114
BATCH USER MANAGEMENT ................................................................................................... 125
EDM User Management: Batch-Create New User Account ............................................................ 126
GROUP ASSIGNMENT / APPLICATION ASSOCIATION ......................................................... 129
EDM User Management: Groups/Apps Assignment ....................................................................... 130
Summary .......................................................................................................................................... 135
Module 3: Administrative Maintenance ........................................................... 137
Objectives ......................................................................................................................................... 138
DIAGNOSTIC DASHBOARD ........................................................................................................ 139
EDM Diag Dashboard: Launching ................................................................................................... 140
Diag Dashboard Page: Launching .................................................................................................... 141
Diag Dashboard Page: Background Process Shell ........................................................................... 142
Diag Dashboard Page: Entry Point ................................................................................................... 144
EDM Utility Console Command-Line Utilities ............................................................................... 146
EDM Utility Console: Launching .................................................................................................... 147
EDM Utility Console: Command Listing ........................................................................................ 148
EDM Utility Console: Common Commands ................................................................................... 149
DiagMaintenanceMode: Scenarios .................................................................................................. 150
Maintenance Mode: GUI Method .................................................................................................... 151
Maintenance Mode: Command-Line Method .................................................................................. 153
DiagTroubleShooter: Self-Help Diagnosis ...................................................................................... 155
DiagCollectLogs: Self-Help Diagnosis ............................................................................................ 157
DiagServerStatus: Quicker Than Dashboard ................................................................................... 158
Software Upgrade ............................................................................................................................. 159
Table of Contents
EDM Server for Administrators IV
MGC Software Update Procedure .................................................................................................... 160
Summary .......................................................................................................................................... 161
Module 4: Oracle Setup & Tips ......................................................................... 163
Objectives ......................................................................................................................................... 164
TERMINOLOGY ............................................................................................................................. 165
Terminology ..................................................................................................................................... 166
SOFTWARE .................................................................................................................................... 167
Oracle Server Software .................................................................................................................... 168
Listener.ora ....................................................................................................................................... 169
SQL*Net & TNSnames.ora .............................................................................................................. 170
EZ Connect ....................................................................................................................................... 171
BACKUP & RESTORE ................................................................................................................... 172
Backup & Restore ............................................................................................................................ 173
Development Database ..................................................................................................................... 174
MONITORING, MANAGEMENT & MAINTENANCE ............................................................... 175
Database Maintenance ...................................................................................................................... 176
Database Monitoring: EM Express -- Home/Summary View ......................................................... 177
Database Monitoring: EM Express -- Storage -- Tablespaces ......................................................... 178
SQL*PLUS & COMMON ERROR CODES ................................................................................... 183
What is SQL*Plus? .......................................................................................................................... 184
Common Errors ................................................................................................................................ 185
Summary .......................................................................................................................................... 186
Module 5: User & Group Access, Rights & Licenses ...................................... 187
Objectives ......................................................................................................................................... 188
EDM TOOL ACCESS ..................................................................................................................... 189
Table of Contents
EDM Server for Administrators V
Role-Based Access ........................................................................................................................... 190
ADMINISTRATIVE ACCESS ........................................................................................................ 191
Admin Access: Web Page ................................................................................................................ 192
Admin Access: Widget Choices ....................................................................................................... 193
Admin Access: Widgets Chosen ...................................................................................................... 194
Admin Access: Home Page .............................................................................................................. 195
Admin Access: Default Widgets ...................................................................................................... 196
Admin Access: Available Applications ........................................................................................... 197
GENERAL USER ACCESS ............................................................................................................ 198
User Web-Based Access .................................................................................................................. 199
General User Access: Main Login Page........................................................................................... 200
General User Access: Role-/Group-Based Apps ............................................................................. 201
General User Access: Available Applications ................................................................................. 202
General User Access: EDM Library Cockpit ................................................................................... 203
ACCESS TO ROLE(S) SELECTION ............................................................................................. 212
User Access: Admin-Managed License/Role Limit ......................................................................... 213
ACCESS TO PRODUCTION LIBRARIES .................................................................................... 215
User Access: Production Lib Limit(s) .............................................................................................. 216
User Access: Admin-Managed Prod Lib Limit ................................................................................ 217
ACCESS TO LIBRARY CONNECTOR ........................................................................................ 222
Librarian Access: Available Applications ........................................................................................ 223
Librarian Access: Library Connector ............................................................................................... 224
LIBRARIAN CLIENT ..................................................................................................................... 225
Librarian Access: Client Software ................................................................................................... 226
REFERENCES ................................................................................................................................. 227
Table of Contents
EDM Server for Administrators VI
Reference Material: Roles & Licenses ............................................................................................. 228
Reference Material ........................................................................................................................... 230
Summary .......................................................................................................................................... 231
Module 6: EDM Library & EDM Design Cockpits ......................................... 233
Objectives ......................................................................................................................................... 234
EDM LIBRARY COCKPIT ............................................................................................................ 235
EDM Library Cockpit: The Graphical User Interface ..................................................................... 236
EDM Library Cockpit: GUI Basics .................................................................................................. 237
EDM Library Cockpit: Object Window Basics ............................................................................... 238
EDM Library Cockpit: The Graphical User Interface ..................................................................... 239
EDM Library Cockpit: Searching .................................................................................................... 240
EDM Library Cockpit: Reference Objects ....................................................................................... 243
EDM Library Cockpit: Reference Wizard Mode ............................................................................. 244
EDM Library Cockpit: Comparing Objects ..................................................................................... 245
EDM Library Cockpit: Search Presets --Create ............................................................................... 246
EDM Library Cockpit: Search Presets -- Save ................................................................................ 247
EDM Library Cockpit: Store Login Choices ................................................................................... 248
EDM Library Cockpit: Reset Stored Login Choices ....................................................................... 249
EDM Library Cockpit: Auto-Login Configurations ........................................................................ 250
EDM Library Cockpit: References................................................................................................... 260
EDM DESIGN COCKPIT ............................................................................................................... 261
EDM Design Cockpit: The Graphical User Interface ...................................................................... 262
EDM Design Cockpit: GUI Basics .................................................................................................. 263
EDM Design Cockpit: References ................................................................................................... 264
Summary .......................................................................................................................................... 265
Table of Contents
EDM Server for Administrators VII
Module 7: EDM Library Data Model ............................................................... 267
Objectives ......................................................................................................................................... 268
THE DATA MODEL ....................................................................................................................... 269
EDM Library Data Model: Object Oriented Data ............................................................................ 270
EDM Library Data Model: Object Classes ...................................................................................... 271
EDM LIBRARY CATALOGS ........................................................................................................ 274
EDM Library Data Model: Catalog Groups ..................................................................................... 275
EDM Library Data Model: Catalog Groups -- Rights ...................................................................... 279
EDM Library Data Model: Catalog Groups -- Editing .................................................................... 280
EDM LIBRARY CHARACTERISTICS ......................................................................................... 282
EDM Library Data Model: Characteristics ...................................................................................... 283
EDM Library Data Model: Characteristics Wizard ......................................................................... 290
EDM Library Data Model: Characteristics Rights ........................................................................... 291
EDM LIBRARY CLASSINIT ......................................................................................................... 292
EDM Library Data Model: classInit Export/Import ......................................................................... 293
EDM Library Data Model: classInit File Format ............................................................................. 294
EDM Library Data Model: classInit batchAdmin Syntax ................................................................ 295
EDM Library Data Model: classInit batchAdmin Examples ........................................................... 296
EDM Library Data Model: Data Model Checker ............................................................................. 297
EDM Library Data Model: References ............................................................................................ 298
Summary .......................................................................................................................................... 299
Module 8: Import / Export ................................................................................. 301
Objectives ......................................................................................................................................... 302
XML-CONSOLE ............................................................................................................................. 303
XML-Console: Explained ................................................................................................................ 304
Table of Contents
EDM Server for Administrators VIII
XML-Console: Syntax ..................................................................................................................... 305
XML-Console: Query File Format ................................................................................................... 306
XML-Console: Export & Results ..................................................................................................... 308
XML-Console: Import & Results ..................................................................................................... 309
XML-Console: Ideal Usage ............................................................................................................. 310
CSV EXPORT .................................................................................................................................. 311
CSV Export: Library Cockpit Menu ................................................................................................ 312
CSV Export: Options ....................................................................................................................... 313
CSV Export: Ideal Usage ................................................................................................................. 314
COPY & PASTE .............................................................................................................................. 315
Copy & Paste: Results ...................................................................................................................... 316
Copy & Paste: Ideal Usage ............................................................................................................... 317
BACKUP / RESTORE ..................................................................................................................... 318
Backup/Restore: Oracle & Embedded (Postgres) ............................................................................ 319
Backup/Restore: Oracle Backup ...................................................................................................... 320
Backup/Restore: Oracle Restore … 4 Steps ..................................................................................... 321
Backup/Restore: Embedded (Postgres) Backup ............................................................................... 322
Backup/Restore: Embedded (Postgres) Restore ............................................................................... 323
Backup/Restore: Embedded Restore … 2-3 Steps ........................................................................... 325
BATCHADMIN ............................................................................................................................... 326
batchAdmin: Review ........................................................................................................................ 327
EDX .................................................................................................................................................. 328
EDX: Enterprise Data eXchange ...................................................................................................... 329
EDX: Enterprise Data eXchange References ................................................................................... 330
EDM ADMIN EXPORT/IMPORT .................................................................................................. 331
Table of Contents
EDM Server for Administrators IX
EDM Admin: Setting -- Export / Import .......................................................................................... 332
Summary .......................................................................................................................................... 342
Module 9: Understanding the Librarian Process Basics ................................. 343
Objectives ......................................................................................................................................... 344
WHAT IS A PART? ........................................................................................................................ 345
Diag Dashboard Page: Launching .................................................................................................... 346
A Part: CAD Object Creation Process ............................................................................................. 347
A Part: Component Creation Process ............................................................................................... 348
EDM LIBRARIAN 200/300 ............................................................................................................ 349
EDM Librarian: Launch & Login .................................................................................................... 350
EDM Librarian: Interaction with Library Cockpit ........................................................................... 351
EDM Librarian: Create Components Parameter .............................................................................. 352
EDM Librarian: Component Taxonomy Parameter ......................................................................... 353
EDM Librarian: Create Part Properties Parameter ........................................................................... 354
EDM Librarian: New Sandbox Creation .......................................................................................... 355
EDM Librarian: Change Parameters of Sandbox ............................................................................. 356
EDM Librarian: Open an Existing Sandbox .................................................................................... 357
EDM Librarian: Add to Sandbox ..................................................................................................... 359
EDM Librarian: Libraries v. Components Hierarchy ...................................................................... 361
EDM Librarian: Menu Choices ........................................................................................................ 362
PRODUCTION LIBRARY ADMINISTRATION .......................................................................... 363
EDM Librarian: LibSpec .................................................................................................................. 364
EDM Librarian: Production Library ................................................................................................ 365
EDM Librarian: Component - Prod Lib Assignment ...................................................................... 367
EDM Librarian: Prod Lib - Component Assignment ...................................................................... 368
Table of Contents
EDM Server for Administrators X
EDM Librarian: Dynamic Prod Library Assignment ....................................................................... 369
EDM Librarian: Dynamic v. Manual Assignment ........................................................................... 370
EDM Librarian: Prod Library - Extras ............................................................................................ 371
EDM Librarian: Prod Library - Additional Files ............................................................................. 372
EDM Librarian: Prod Library - Generic Padstacks ......................................................................... 373
EDM Librarian: Technology Objects ............................................................................................... 374
EDM Librarian: Manufacturing Process Objects ............................................................................. 375
EDM Librarian: Mfr Process = Search Path Scheme ....................................................................... 376
EDM Librarian: Creating a Prod Lib Cache (CL) ............................................................................ 377
EDM Librarian: Library Cache Manager GUI ................................................................................. 378
EDM Librarian: Library Cache Manager Command ....................................................................... 379
EDM LIBRARY [DATABOOK] CONNECTOR ........................................................................... 380
EDM Librarian: Connector Access .................................................................................................. 381
EDM Librarian: Connector Default Config ..................................................................................... 382
EDM Librarian: Connector Prod Library Restriction ...................................................................... 383
EDM Librarian: Connector Settings Storage ................................................................................... 384
EDM Librarian: Multiple Connectors/Prod Libs ............................................................................. 385
Summary .......................................................................................................................................... 386
Module 10: Understanding the EE Process Basics........................................... 387
Objectives ......................................................................................................................................... 388
PART SEARCH & INSTANTIATION ........................................................................................... 389
Designer: Lib Cockpit v. DataBook: Library ................................................................................. 390
Designer: Library Cockpit: Connecting ...........................................................................................391
Designer: Library Cockpit: Context Menus ......................................................................................392
DataBook: DM Library: Connecting .................................................................................................393
Table of Contents
EDM Server for Administrators XI
DataBook: EDM Library: Library Cockpit Steps ............................................................................ 394
DataBook: EDM Library: DataBook Steps ..................................................................................... 396
DataBook: EDM Library: DataBook Config ................................................................................... 399
SEARCH PRESETS ........................................................................................................................ 400
Search Presets: Creating & Editing .................................................................................................. 401
Search Presets: User Access ............................................................................................................. 402
SHOPPING LISTS ........................................................................................................................... 403
Shopping Lists: Basic Information ................................................................................................... 404
Shopping Lists: Adding Items .......................................................................................................... 405
TOOLBOXES .................................................................................................................................. 406
Toolboxes: Basic Information .......................................................................................................... 407
Toolboxes: mentordx_ipc_2007 ....................................................................................................... 408
Toolboxes: Modifying mentordx_ipc_2007 ..................................................................................... 409
Toolboxes: On-Line References ....................................................................................................... 414
ASSIGNING & REFINING INSTANTIATED PARTS ................................................................. 415
Assign: Place & Refine a Placed Part .............................................................................................. 416
SYNCHRONIZE DESIGN .............................................................................................................. 421
Synchronize: Update PN-Only Placed Part ...................................................................................... 422
Synchronize: Update After Simulation Change Test ....................................................................... 423
Instantiation & Assignment: On-Line References ........................................................................... 424
Summary .......................................................................................................................................... 425
Module 11: Schematic Properties to EDM Library BOM .............................. 427
Objectives ......................................................................................................................................... 428
REQUIREMENTS ........................................................................................................................... 429
Designer-to-EDM BoM: Requirements Overview .......................................................................... 430
Table of Contents
EDM Server for Administrators XII
Designer-to-EDM BoM: CentLib.PRP ............................................................................................ 431
Designer-to-EDM BoM: Designer ................................................................................................... 432
Designer-to-EDM BoM: Library Characteristics ............................................................................. 433
EZ Connect ....................................................................................................................................... 434
Designer-to-EDM BoM: REF Tab Results ...................................................................................... 435
Designer-to-EDM BoM: BOM Tab Results .................................................................................... 436
Summary .......................................................................................................................................... 437
Module 12: Debug Logs & Diagnostics ............................................................. 439
Objectives ......................................................................................................................................... 440
EDM LIBRARY COCKPIT DEBUGGING .................................................................................... 441
Debugging: Local Library Cockpit Launch Issues .......................................................................... 442
Debugging: WebStart Library Cockpit Launch Issues .................................................................... 443
Debugging: Library Cockpit User Action Issues ............................................................................. 444
LOG FILE LOCATIONS ................................................................................................................. 445
Debugging: Log File Locations ........................................................................................................ 446
DIAGNOSTIC TOOLS .................................................................................................................... 447
Diagnostic Tools: DiagCollectLogs.exe .......................................................................................... 448
Diagnostic Tools: DiagTroubleshooter.exe ...................................................................................... 449
Diagnostic Tools: DiagDashboard.exe ............................................................................................. 450
DIAGNOSTICS DASHBOARD ..................................................................................................... 451
Diag Dashboard Page: Review From Module 3 ............................................................................... 452
Diag Dashboard Page: Alerts Offer Details ..................................................................................... 453
Diag Dashboard Page: Dashboard Section ....................................................................................... 454
Diag Dashboard Page: Performance Section.................................................................................... 455
Diag Dashboard Page: DiagCollectLogs .......................................................................................... 456
Table of Contents
EDM Server for Administrators XIII
MENTOR SUPPORT (GSS) ........................................................................................................... 457
Mentor Support: Support.Mentor.com Constantly Updated ............................................................ 458
Mentor Support: Searching Support.Mentor.com ............................................................................ 459
Mentor Support: Searching Support.Mentor.com Examples ........................................................... 460
Mentor Support: Open SRs .............................................................................................................. 461
Summary .......................................................................................................................................... 462