3.1. Initialization Options

Engineering Knowledge Manager

Getting Started Guide | Chapter 3: Configuring and Initializing EKM |

Chapter 3: Configuring and Initializing EKM |  | 3.2. Configuration Options
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## 3.1. Initialization Options

Once an EKM server has been started, you can perform some basic initialization so that others can start using it. Any of these steps can also be performed at any time in the future without requiring a server restart.

- Define users and groups: Any user who logs into EKM needs to have an account. The permissions that are available to users will depend on the access level assigned to them in their profiles, and the groups they belong to. So, you will need to first collect the names of all users and groups, and then define the access level and group membership for each user. For details, see Setting Up Users and Groups in the EKM Administration Guide.

- Define remote file servers: If you want EKM to create a reference to a file or folder residing in an external server that is accessible to EKM, you will need to create a Remote File Server object for that purpose. For details, see Connecting to Remote File Servers in the EKM Administration Guide.

- Create the high-level folder structure: Before allowing users to populate EKM, it is advisable to first come up with a common understanding of how the data will be organized and what the high-level folder structure will be. For example, you can have a folder for each team and a folder for every project within each team folder. Or alternatively, you can have folders that are broken down by simulation tool, and organize performed simulations at the assembly or part level. For details, see Creating a New Folder in the User’s Guide.

- Assign permissions: You should assign permissions to the initial folder structure so that only the required users can access or modify the information. For details, see Editing Permissions in the User’s Guide.

- Load custom applications: You can load any custom application defined during configuration. For details, see Defining Custom Dialogs, Wizards and Applications in the EKM Administration Guide.

- Load process templates and initial data: You can load any process templates defined during configuration and also help users get started by loading initial data into EKM. For details, see Transferring Files in the User’s Guide.

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