Chapter 5: Customizing EKM for Your Own Use

Engineering Knowledge Manager

User's Guide |

4.2. Accessing an EKM Server from the EKM Web Client |  | 5.1. Setting Up Your Dashboard
Prev |  | Next

## Chapter 5: Customizing EKM for Your Own Use

You can edit your user profile and set general, list display, file extension, recycle bin and File Transfer Client preferences for EKM from the Settings menu.

Profile settings include personal information such as name, title, group, and phone as well as your EKM password. You can also change the email address that EKM uses to send you automatic alerts and notifications. For example, you can receive an email when an object has been shared with you, or when an object has been modified or deleted based on criteria that you have set. You can also be notified when processes and lifecycle signoffs require your action, when batch processes have completed, and so on.

Preference settings enable you to select a different startup page, and specify a preferred language and theme for the interface. You can specify the number of columns and rows that are to appear in the file list window, and the types of properties that you want displayed when viewing files and folders. You can also define the default file extensions that EKM will use when typing objects, and specify proxy server settings for the File Transfer Client to use when connecting to EKM. You can also control automatic data extraction and specify whether or not you want to compress Workbench archives before they are transferred to or from the EKM server. If you will be submitting jobs in EKM, you can specify the credentials you want to use for job submission to RSM if they are different than the credentials used to sign in to EKM.

In your settings you can also specify how often you want to receive alert notifications.

This chapter presents information on how you can edit your user profile and set your EKM preferences:

- Setting Up Your Dashboard
- Managing Personal Applications
- Managing Personal Queries
- Accessing the Recycle Bin
- Setting Your User Profile
- Setting Your Preferences
- Setting the Alert Frequency
- Defining Connections to Other Repositories

Contains proprietary and confidential information of ANSYS, Inc. and its subsidiaries and affiliates.

Prev | Up / Contents | Next

Release 18.2 - © ANSYS, Inc. All rights reserved.