SDM-DesignTracker 5.0 User Guide - MKS

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Notes 18 • SDM-DESIGNTRACKER 5.0 USER GUIDE
CHAPTER 3 SETUP TASKS Overview This chapter covers the tasks required to establish the user-defined processing parameters for SDM-DesignTracker. The setup tasks should be performed in the order found here. Each task description explains how to define system control settings, processing parameters, user profiles, and so forth. You must complete each of the tasks covered in this chapter in order to enter and process requests in SDM- DesignTracker. The setup tasks should be entered and maintained by the person responsible for the administration of the SDM-DesignTracker system. Note: Some of the common tasks in this chapter, such as Working with Products and Working with Versions, are used for processing service and design requests, and are also used for release management. The extent to which you define these elements should be determined by your use of the product and individual business needs. Other tasks, such as Working with Releases Types and Working with Release Status, are used only with release management. A brief overview of these setup tasks is included at the end of this chapter (see the Release Management User Guide for detailed information). If you are interested in setting up release management in your shop, contact your MKS Account Manager at (800) 633-1235. The setup tasks that you need to perform are listed next along with a brief overview of the task. These tasks should be performed in the following order: Work with Service Request and Design Request Type Codes Tasks define the various types of requests that can be logged to the system. These request type codes can be specific to your processing requirements. Work with Service Request and Design Requests Status Codes Tasks define the status codes used to identify the current status of a request, and to identify other processing considerations based on the status of a request. Work with Priority Codes Task identifies the various priorities used to track the relative importance of a request. Chapter 3 Setup Tasks • 19
Page 1 and 2: SDM-DesignTracker 5.0 User Guide
Page 3 and 4: Contents CHAPTER 1 BEFORE YOU BEGIN
Page 5 and 6: CHAPTER 6 SDM-DESIGNTRACKER COMMAND
Page 7 and 8: CHAPTER 1 BEFORE YOU BEGIN Who Shou
Page 9 and 10: MKS Product Support When you have q
Page 11 and 12: What to Expect MKS Product Support
Page 13 and 14: CHAPTER 2 GETTING STARTED What is S
Page 15 and 16: Starting SDM-DesignTracker To start
Page 17 and 18: What’s New in This Release The us
Page 19 and 20: New Options on the Setup Menu The n
Page 21 and 22: 10, Work With Versions The version
Page 23: Integrated File System (IFS) Manage
Page 27 and 28: Working With Service Request and De
Page 29 and 30: Note: Changing the Closed status fr
Page 31 and 32: Working With Project Creation Rules
Page 33 and 34: 3. If creating a new system, type 1
Page 35 and 36: Working With Companies, Divisions,
Page 37 and 38: To establish divisions and departme
Page 39 and 40: Working With Cost Centers Task Vari
Page 41 and 42: Work With Products Panel Options Th
Page 43 and 44: Default Source Indicate whether sou
Page 45 and 46: Working With Product Versions A ver
Page 47 and 48: Product Version Maintenance Field D
Page 49 and 50: To work with releases: 1. From Work
Page 51 and 52: Working With From Environments The
Page 53 and 54: Product Version Environment Mainten
Page 55 and 56: Working With Users This option allo
Page 57 and 58: Work With Users Task Variations If
Page 59 and 60: Working With Resources This option
Page 61 and 62: 3. Type 8 in the Opt field to displ
Page 63 and 64: Release Setup Options The Release S
Page 65 and 66: Working With Media Types Media defi
Page 67 and 68: Working With Countries Country code
Page 69 and 70: Working With Customer Types Custome
Page 71 and 72: CHAPTER 4 WORKING WITH SERVICE REQU
Page 73 and 74: Subset Service Requests Task Variat
Page 75 and 76:
6. You can set the initial values f
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Depending on your subset authoritie
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Subsetting Design Requests 4. Attac
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Creating a Design Request This task
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Create Design Request Task Variatio
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Attaching SDM-SupportCenter Calls t
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CHAPTER 5 SDM-IMPLEMENTER INTERFACE
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5. On the Check Out main panel, pre
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SDM-DesignTracker to SDM-Implemente
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To select objects: 1. Type option 1
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Working With Entities - Ready for C
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Working With Design Request Entitie
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Release Control Development Scenari
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Working With Products and Versions
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To create release types: 1. From th
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Working With the Release Status The
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To work with the release status: 1.
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Release Status Specify the status a
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CHAPTER 6 SDM-DESIGNTRACKER COMMAND
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System Name of the computer system
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Dept The department of the division
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Changing Design Requests (DTCHGDR)
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Estcost Additional area to store co
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Userdef2 User-defined field value f
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Approve Design Request (DTAPRDR) Co
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CHAPTER 7 UTILITIES Overview This c
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Printing the Design Request Standar
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Printing the Service Request Summar
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subset option, or press ENTER again
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c) Enter the value you want to sear
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APPENDIX A GLOSSARY OF TERMS admini
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domain This is an SDM-ProjectMaster
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elease type User-defined variable t
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INDEX A Abstract/Probe building the
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N Narrative, defined 131 O Object s
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SDM-DesignTracker 5.0 User Guide - MKS

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