USER MANUAL C&C FRAMEWORK
Contents
1. Comm 04 Contract amp Procuremeni E an y Categories Crested 3 days ago by Administrator Category Root v Tags test 6 5 Favorite Like 0 Comm kris_test 4 a 05 Execution amp Constructio 01 dient demand amp re be Created 3 days ago by Administrator SCREENSHOT 11 ADDING AND DELETING FOLDERS IN THE DOCUMENT LIBRARY a gt 3 My Osshboarg Stes Pecoe Heb ore v Documents All Documents I m Editing Others are Editing Select gt ahan i Recently Modified a i ay 1 C Recently Added Modified 4 Gays ago by Kris Test My Favorites test v Library gt Ocoumnents D 01 Client Demand ey 02 Conceptual De N __ 03 Design phase 2 Conceptual Design _ 04 Contea amp Proc 3 05 Execution amp Co 10 STEP 5A MANAGE YOUR FOLDERS The project library offers you several More functionalities are offered on the right functionalities to manage your folders side of the screen next to each folder These These functionalities are displayed in the entail main bar of the project library and on the right side of each folder Screenshot 12 e Download as zip Allows you to You can choose to change folders one at a download a zip file containing the time or make a selection of multiple folders folder and its content by ticking the box on the left of each folder e View details Shows the details of see Screenshot 13 The functionalities in the folder the main bar a2. Details Sub Projects 4 Revisions 4 Checkouts 2 Services Model Checkers Log Add service Add sub project Showin 3D Id Date User 1 17 hours ago Kris Spitsbaard 1 17 hours ago Kris Spitsbaard SCREENSHOT 37 CHECK OUT A MODEL PART 2 Download Checkout Serializer Ifc2x3 B Zip Downloac select the Serializer default is ifc 2x3 select whether you want to download the model as a zip file and click on Checkout by opening the dropdown menu Screenshot 37 Kris Spitsbaard Query Extended Data Browse Users Actions Download Active true false Checkout Download as Text 26 STEP 13C USING THE BIM SURFER The BIM Surfer allows you to view all uploaded models in 3D You can open the BIM Surfer by clicking on Show in 3D in each project sub project described in Step 13A You will be forwarded to the BIM Surfer where the 3D Model will be displayed depending on size and your internet connection this might take a few minutes Your screen is divided into three parts The left part displays the details of the models divided over e Objects Displays all the separate models in your project e Properties When you select an object you can find the properties of that object here e Layers This option shows all the layers an object consists of SCREENSHOT 38 THE BIM SURFER lt lt lt Q lt lt lt lt lt lt aN For each model layer it is also possible to
3. Library shows your folder tree we do not use Categories and Tags filters all documents folders based on their tag described in Step 9 You can arrange each folder specifically to your needs You can add sub folders as well as stand alone documents You can also although not recommended create your own folder tree by deleting and adding folders Besides managing folders the project library also offers a wide array of other functionalities to manage your documents and folders Although these functionalities for the most part speak for themselves the document and folder options are explained in Step 5A and 5B respectively SCREENSHOT 10 DOCUMENT LIBRARY THE NAVIGATION PANE Site Dashboard Qocumaent Library Members Y Documents Udreate Content J New Folder Upload All Documents I m Editing Others are Editing Recently Modified r J J 01 Client Demand amp Requit Recently Added as i Modified 24 hours ago by Kris Test My Favorites Library test6 gt Documents Favorite Like 0 Comm 3 01 Client Demand 02 Conceptual Design Con M 02 Conceptual De nal Created 3 days ago by Administrator 03 Design phase 9 04 Contract amp Proc Q 05 Execution amp Ca Favorite Like 0 Comm D 06 Operation and O a 03 Design phase Design phe gt 07 Refurbishment w Created 3 days ago by Administrator 3 08 De Commission gt 09 Project manage 03 10 Final deliverab Favorite Like 0
4. Eigenschappen gt Rechten gt Werkstromen v Versiehistorie Vorige versie TE test1_xisx Wris Test een uut geleden esa Oudere versies D testixisx P Kris Test een uur geleden SCREENSHOT 18 STOP NOTIFICATIONS 2 2 Sa What are you doing a Connect amp Construct men ahat a D Last updated never r ng value My Dashboard Sites People Help More Info Sites Content I m Following 1 Following Me 0 Change Password Notifications Notifications Email Notification Feed vy OK Cancel 15 STEP 8 MANAGE ASPECTS AND PERMISSIONS Very often it is important to clarify who permissions can do what aspects with a document or a folder You can do this via manage aspects and manage permissions Managing permissions is available for both folders and documents while managing aspects is only available for folders described in Step 5 and 6 When you manage aspects of a folder you manage what members can do with it The C amp C Framework offers you a wide array of options that you can select You can add and delete these options Their names speak for themselves and the most important aspects are already activated by default e g versionable taggable Manage permissions allows you to change who can access change a document or a SCREENSHOT 19 INHERIT PERMISSIONS folder By default everyone has been assigned their role in the project see Step 4 for an
5. Ruud van Tongg Sander Type When you add an administrator they will immediately have access to all content However when you add a user or read only member you will have to give them access to each project separately You can do this by opening the project and going to Users Subsequently click on Add user to select and add a new user Screenshot 32 To remove users for a certain project use the Revoke button at the right of the screen Administrator Administrator Trudy Tol Trudy test User Read only SCREENSHOT 32 ADD PROJECT USERS Dashboard Users User Settings Server Settings Demo project Demo project Building 1 Test Checkin Add service Add sub project Show in 3D Building 2 Building 3 Trudy Details Sub Projects 4 Revisions 4 Checkouts 2 Model Checkers Log Name Administrator Kris Spitsbaard Administrator Server Info Administrator Query Extended Data Browse Actions Revoke Revoke 23 When you open a project sub project you can access a number of functionalities via the project main bar blue rectangle in Screenshot 33 Checkin described in Step 13B Add service not used Add sub project Described in Step 5A Show in 3D Opens the BIM surfer and allows you to display your models in 3D For each project you can view details sub projects revisions etc You can do this by clicking on the options displayed below the project main bar red recta
6. s ssssssesrsssnssnssrenrnssnssnenrnnnnssnnnnnennnnnnnnnonrennnnnnonnennnnnnnnnonnnnnnnnnna 20 Step 13 Uploading downloading and merging of 3D modelsS sss ssssssssssssessrrssrrssrrensrensrrssrrsnnrensnensrnssns 21 Step 13A Managing your projects and users eessesessssceseessssssssessseseeeescseeseseseseseeseeaescscaeeseseseseesennetenaees 22 Step 13B Check in and check Out MOdEIS ccssssssssssccscscscscscscsessscsesssssssesssssssssesesssssssssssssssssssssssssesesseseeses 25 Step LoC Using The BIM Sie aca cps sec ssceteeccsccspstoncaeszsnedcetanascsctecastenteacnecacesas saeetenensouose nn oa aE a 27 in 21 more wc ra eer ener er cr eee re ee ere 28 INTRODUCTION The Connect amp Construct C amp C Framework is a smart ICT solution to make it easier to exchange information digitally within your projects The Framework development is part of a European Commission DG Enterprise and Industry initiative which aims to increase the competitiveness of the European Construction sector through ICT It will help you to communicate in an efficient way and offers you many benefits e You can shares large files through a central repository e You can control document versions to make sure you and your partners are using the most recent information e You can limit document access by setting user rights SCREENSHOT 1 E MAIL INVITATION FROM ALFRESCO sco Share You have been invited to join the test 6 site kris spitsb
7. Coordinator 16 STEP 9 USING TAGS In the C amp C Framework you can use Tags to make documents discussions calendar events etcetera easier to detect Tags are very similar to keywords In other words when you add certain tags to documents project members can find them by processing the tag in the search engine When you for example make a communication plan described in Step 3 you can best agree on what tags to use to make the information exchange go even SCREENSHOT 21 CREATE TAGS Tags Choose from popular tags in this site SCREENSHOT 22 FINDING TAGS smoother Tags are added by filling in a word at Tags and by clicking on add It is also possible to directly choose for popular tags by clicking on Choose from popular tags in this site see Screenshot 21 You can also sort discussions documents workflows by a specific tag by clicking on the tag in the navigation pane of for example the project library Documents All Documents I m Editing Select 4 4 a4 r Others are Editing Recently Modified m A A e 4 01 Client Demand amp Requirements a Recently Added Modified 24 hours ago by Kru Te My Favorites test v Library gt Documents D 01 Client Demand D 02 Conceptual De Waal T 03 Design phase 02 Conceptual Design I 04 Contec amp Proc _ 05 Execution amp Ce I 06 Operation and I OF Refurbishment w _ 08 De Commission J 09 Project manage
8. J 10 Final deliverab 04 Contract amp Procurement phase v Categories r as exten G t Nier 17 STEP 10 STARTING A WORKFLOW The Connect amp Construct Framework enables you to assign tasks to project members by creating workflows Workflows can be created directly via your user dashboard or via the project library described in Step 5 and 6 On your dashboard you can create a workflow by clicking on Create workflow at My tasks A new screen will ask you to select what kind of workflow you want to start blue rectangle in Screenshot 23 The C amp C Framework distinguishes e Adhoc workflow Enables you to assign a task to a colleague e Group review and approve This allows you to ask a group to review and approve a document e Parallel review and approve Allows you to set up a review and approval of content for multiple users at the same time e Pooled review and approve Allows you to set up a review and approval of content for multiple users where they can do this only one ata time e Review and approve Allows you to set up a review and approval of content for a single user The next step is to fill in all the information needed for the assignee to complete the workflow red rectangle in Screenshot 23 In this case Kris is asked to revise and approve test xlsx by November 8 2013 would also like him to receive an e mail notification of my request activated by ticking the box at Send E
9. access them through the document viewer Step 6 or directly by clicking on More on the right side of each document These functionalities are e Download Click to save the document on your hard drive e View in browser Opens the document in your browser e Upload new version Here you can replace the existing file with a newer version described in Step 7 e Edit online Edit inline You can edit HTML and plain text documents online If editing online is possible the Framework will display Edit inline e Edit offline When you want to change a document and make sure that no one can access the document in the mean time you can select this option The document will become available again when you upload a new version or cancel your editing session SCREENSHOT 14 DOCUMENT OPTIONS e Copy to This option enables you to copy the document to a different folder or project e Edit in Google docs This allows you to edit documents online through Google docs You will need to have a Google account to access this option e Move to Here you can move the document to a different folder project e Delete document This option deletes the document from the folder e Start workflow This enables you to start a workflow directly from this document described in Step 10 e Manage permissions Described in Step 8 You can also edit multiple documents at the same time by selecting multiple documents and clicking on Select
10. by another user it will cee suoni m also give a warning message that you check in a peseriatizer Seiect a aeserialzer z model that is possibly being changed by another Building 1 1 1 ifc user You can proceed by clicking on the blue line Screenshot 34 In the next screen you will be mege able to add the file only in IFC format select a 9R exstng revision OR checkin trom URL deserializer out of the three formats that are available choose the relevant format for your Close model add a comment and choose if you want to merge the model Screenshot 35 Checkin SCREENSHOT 34 CHECK IN A MODEL PART 1 Dashboard Projects Users User Settings Server Settings Server Info Administrator Demo project Demo project Building 1 Test Add service Add sub project Show in 3D Building 2 Building 3 Trudy Deta e Users Model Add user Name Administratq Warning another user is possibly working on this model because there is one active checkout Kris Spitsba 25 To check out a model click on Checkouts in a project folder Here you will be able to see who has checked out the model and whether a checkout is currently active blue rectangle in Screenshot 36 To checkout a model click on Download Subsequently SCREENSHOT 36 CHECK OUT A MODEL PART 1 Dashboard User Settings Demo project Demo project Building 1 Test Building 2 Building 3 Trudy Checkin
11. each one This could involve reviewing a document or simply accepting an tation to a site TYPE Collaboration Site Visibility Public Moderated site membership Sie managers can contral who joins the she Private When opening a project the main project o Calendar described in Step site or Site Dashboard is shown Like your 12 main dashboard the project site is divided o Discussions described in Step in dashlets 11 e Site activities All recent activities e Main functionalities related to the project are shown here o Document Library described e BIM server described in Step 13 in Step 5 o Project management described in Step 3 SCREENSHOT 5 SITE DASHBOARD EDIT SITE DETAILS Make a choice Calendar Discussions y Project Library Ge Project management test Edit Site Details Mame Desorption Visibility Public Moderated site membersh ip She managers can control who joins the site Private em STEP 3 DESIGNING THE PROJECT MANAGEMENT STRUCTURE In order to effectively and efficiently exchange information it is recommended to first set up a project management structure This structure is set up by the project manager and the Project Management section on your site dashboard explains the SCREENSHOT 7 READY TO USE TEMPLATES FOR PROJECT MANAGEMENT An Connect amp Construct a d Building value through ICT M n da
12. explanation of the roles blue rectangle in Screenshot 19 However you as a project manager can change these roles manually This for example allows you to make a document accessible editable for everyone or to restrict the rights of a member who is normally a consumer You can change these permissions by clicking on Inherit permissions Screenshot 19 This will delete all the permissions project members have over this document Subsequently you can add project members by clicking on Add User Group Click on Search and Add to add the member and specify a role to determine what permission this project member has with respect to this document folder Screenshot 20 Location Documents gt LI 01 Client Demand amp Requirements Manage Permissions 01 Client Demand amp Requirements inns and Moara Turn off Permission Inheritance site_test 6_SiteCollaborator site_test 6_SiteConsumer site_test 6 SiteContnbutor RA site_test 6_SiteManager User and Groups Role No permissions set Site Collaborator i Site Consumer Site Contributor Site Manager Actions SS SCREENSHOT 20 ADD USER GROUP Site Dashboard Document Library Members n Documents gt 01 Client Demand amp Requirements Manage Permissions 01 Client Demand amp Requirements Locally Set Permissions User and Groups Save TT Inherit Permissions Add UseriGroup Actions Site Collaborator X Delete
13. select de select models layers by making use of the tick boxes left side of the screen The centre of the screen displays the model shows the basic controls and has a menu on the top right In the menu shortcuts to certain views are displayed When you click on for example Front the front side of the model will be displayed The right part of your screen contains snapshots At any time you are able to create a snapshot of the model by clicking on Snapshot This will save your current view and you can recall them later by clicking on gt Play Use your mouse to select an element rotate the view or zoom controls are displayed on the right lower part of your screen Menu Snapshots _ Ma surfer Select an element Rotate the view Zoom in and out F11 Fullscreen mode h Toggle help Note Depending on size and your internet connection loading a 3D model might take a few minutes You are able to switch between high quality or high performance by clicking on Settings on the top right of your screen 27 NEED MORE HELP If you need more help to work with the Connect and Construct framework please contact us through our Yammer network Connect and Construct pilots https www yammer com connectconstr uctpilots or by e mailing to info connectandconstruct eu 28
14. JECTS AND USERS To open projects click on Project in the main bar of the BIM server This will forward you to a page where all your projects are displayed Because the BIM server is not fully integrated in the C amp C Framework you will have to create the project again Use the Add project button to add a project in the BIM server see Screenshot 29 When you click on a project as shown in Screenshot 29 for the Demo project the project is opened Each project uses a standard folder tree lay out e g you have your main projects and in each project you can add sub projects and in each sub project you can add another layer etc You can access each project sub project by clicking on the navigation pane on the left side Sub projects are very useful in setting SCREENSHOT 29 ADD A PROJECT Dashboard Projects Users User Settings Server Settings Add project Name Sub Projects Demo project 3 Building 1 1 Test 0 SCREENSHOT 30 ADD SUB PROJECTS Server Info Revisions 3 4 0 Dashboard Projects Users User Settings Server Settings Demo project Demo project Building 1 Test Building 2 Building 3 Revisions 3 Name Description Created on Checkin Add service Add sub project Checkouts Services up your projects Projects often consist of multiple parties e g architects structural engineers etc that each are responsible for their own part of the project It is then very easy t
15. RVER After you have logged on to the BIM server your Dashboard will be displayed Your dashboard contains all recent site activities only available for the administrator The BIM server offers you five other functionalities e Projects Described in Step 13A e Users All the users of the BIM server are displayed here This option is only accessible by administrators and can be used to add delete users and reset passwords SCREENSHOT 28 THE MAIN BAR IN THE BIM SERVER The BIM server only supports IFC files Hence to use the BIM server you need software fitted to the IFC format see Help for examples of IFC certified software and free IFC viewers Log on using the server with the login details for the BIM server you received from the C amp C project team BIM Views beta e User settings To change user settings by the administrator e Server settings To change server settings by the administrator e Server info Only accessible by the administrator You can also find your user details by clicking on your name on the top right Furthermore you can reset your password and logout by activating the drop down menu blue rectangle in Screenshot 28 Administrator Logout When Type User Access Method Summary Change password 11 hours ago ServerStarted System Internal 11 hours ago ServerStarted System Internal 12 hours ago ServerStarted System Internal 21 STEP 13A MANAGING YOUR PRO
16. USER MANUAL C amp C FRAMEWORK CONTENTS DiC OM aes ssc cc E TE E E E E E A O 3 Sep T Log IMO TNC user das OO AE Oissaare ao aaa A aaaea aA EARS 4 SD 2 A E ET E D E S E E E E 5 Step 3 Designing the project management structure s ssssssssresressrssresrennresnrsnioninnnnsnnonrennnnnnnnnnnnnnnnnnnnnne nenns 7 Step 4 Adding and managing project members ssssssssssssrssrenrrssnssneorrnsnssnnsnrnnnnnnnnnnnnnnnnnnnnonnnnnnnnnnnnennnnnnnnnnnnnn nennen 8 SPAA Adde project MENDE Sarera N E E 8 Step 4B Managing project members cscsscsssesessssesssssecsesesssesseseseeeessececsesesseseseseseeeeecacecaseseseseeseesnananaeaseeeess 9 Step or Usmo the COCUIMENE UDrary aissis i naaa Kanaran ni a E NEE T ORR Nera Ea E a 10 PSA M O OTS aa S 11 Step 5B Manage your doc Ments sceicstscsuscseseeneee tscuchedcnencyediecusenccheniesstesestatenescedtscesisdcnerasedsecestatebeasasdineesanisteneics 12 Step C USING he GOCUIMENE VIC WEL apesin isai a a Enanos anir ENSA aaia sanaaa Eana 13 Step 7 Activating version control and notifica tionS s sssessressrssrrssrresnensnrsrnssnrnsnennnnnnrnnnnnnnnnnnnnrnnnnnnnnnnenna 14 Step 8 Manage Aspects and permissions ccccsesesssesssesesecceseseseeeeseseseseeeseseseaesseseseseseseseeatacasaseseseseseeeenenanecaess 16 ep Uno 1406 er E 17 Step 10 Starting a workhorse nea ideae co aaia aa aaiae 18 aep Le Starine Adicu SIO Deaan eee eee Eaa eee ee eee 19 Step 12 Using and synchronising the calendar s
17. aard capgemini com do 7 11 2013 10 51 Spitsbaard Kris FE You have been invited to join the test 6 Q site Thursday 7 November 2013 10 50 32 o clock CET Hi Kris Kris Test has invited you to join the test 6 site with the role of Site Consumer Click this link to accept Kris s invitation htto 31 3 99 183 8080 share faccept invite inviteld activiti 897 4 amp inviteeUserName kris_te it amp inviteTicket 1 2351d9 54 fe 4857 a440 982e90fc11 Name test An account has been created for you and your login details are Username kris_test2 Password 2tR3a1vB We strongly advise you to change your password when you log in for the first time You can do this by going to My Profile and selecting Change Password Note gt e You can easily keep all parties up to date on ongoing tasks responsibilities deadlines etc e File incompatibility is history because of a common exchange standard for 3D models This user manual will guide you through the C amp C Framework It explains the main functionalities of the C amp C Framework such as how to create projects upload documents notify project members create meetings set deadlines and more This manual is targeted towards project managers who can create projects in the C amp C Framework and add members The C amp C Framework is built on document management system Alfresco All Framework notifications will be sent by Alfresco Please be aware that yo
18. e five basic elements of information exchange before they start a project That way project team members have clear agreements on the who what when and how from the outset This gives a clear structure to your communication 1 Scope 2 Milestones and deliverables 3 Roles and responsibilities 4 Communication plan 5 Communication procedures The templates are based on existing communication protocols such as IDM VISI PAS1192 2 A13 and the BIM Project Execution Plan Document Template Pennsylvania State University 2009 The steps above and the templates are the basic elements covered in most protocols The different steps and related templates and functionalities are described in more detail below STEP 4 ADDING AND MANAGING PROJECT MEMBERS Project sites are created to share information among parties of interest Therefore creators of a project site or managers are able to add or remove project members This enables you to always Safeguard the confidentiality of your projects To add site members you can click on Invite on the top right in the Site Dashboard You will now be confronted with a screen where you can either add existing members of the C amp C Framework or invite external users As a project manager you can remove and change the role of each member continuously Roles that can be added to project members are STEP 4A ADDING PROJECT MEMBERS You can search for existing members of the Framework by fillin
19. ed items blue rectangle in Screenshot 14 These options are however limited to Download as zip Copy to Move to Start Workflow Manage Permissions and Delete Documents gt 5 01 Client Demand amp Requirements Test docx v Library F Ocouments _ 01 Client Demand J 02 Conceptual De _ 03 Design phase J 04 Contact amp Proc _ 05 Execution amp Co I 06 Operation and J 07 Refiebishment Modified about a day ago by Kru Test KS 12 STEP 6 USING THE DOCUMENT VIEWER You can open documents and display them o Move to Here you can move the in the C amp C Framework by opening the document to a different Document Viewer The Document viewer folder project is opened by clicking on the name of the o Delete document This option document The Framework will forward to a deletes the document from the page that gives a display of the document folder online and besides that offers a number of o Start workflow This enables you to start a workflow directly from this document described in options divided over eight categories e Document actions o Download Click to save the document on your hard drive o View in browser Opens the document in your browser o Upload new version Here you can replace the existing file with a newer version described in Step 7 o Edit online Edit inline You can edit HTML and plain text documents online If editing online is possible the Framework will disp
20. embers click displayed on the right side of a particular on Members blue rectangle in Screenshot member 9 Subsequently you can remove them SCREENSHOT 9 DELETING AND CHANGING THE ROLES OF PROJECT MEMBERS Connect amp Construct gt 8 mae a My Ceshboard Sies People Halip More Sele Dashboard Document Library Peope Groups Pending invites Search for Sie Lembergs Administrator Kris Test Kris Test Trudy Tal Kria Tesi gt Dawne bok Lipraoer i oe a Gonur Y Recort it STEP 5 USING THE DOCUMENT LIBRARY You can open the document library by clicking on Document Library on the Site Dashboard The C amp C Framework will forward you to a library with a standard folder tree When you create a new project the document library will already contain folders These folders stand for each phase in a construction project including general folders for Project management documents and final deliverables In each folder you should save documents that represent that particular phase of the project It is important to make clear agreements on what to save in which folder see Step 3 The navigation pane on the left part of the screen helps you browse through the document library Furthermore you can see in which part of the folder tree you are Documents filters documents by certain details e g all documents documents you are editing etc
21. f a project In this part of the Framework all the current discussions are shown and you can choose to either select and respond to an existing discussion or create a new discussion A new discussion is created by clicking on SCREENSHOT 25 CREATE DISCUSSIONS Q Connect amp Construct Buildmg value through IT Site Dashboard Document Library Members Topics faa thew Topit Hew Most Active New topic You can give the new topic a subject and the text box enables you to express your views and make your point To bring the discussion under the attention of project members you can give tags to the discussion described in Step 9 You cannot invite people to this discussion but they will see a notification on their dashboard All Jreate New Topic Wy Topics 7 Tags Title Choose from popular tags in this site Save Cancel 19 STEP 12 USING AND SYNCHRONISING THE CALENDAR Each project has a calendar that you can use to schedule meetings set deadlines et cetera You can find the calendar on the Site Dashboard of each project After opening the calendar a standard calendar will be presented You can schedule an event by clicking on Add event red rectangle in Screenshot 26 A new window is opened where you can fill in all the information required for this event e g subject start date end date location etc To bring this event under the attention of other members you can also tag pr
22. g in their name under Members in a specific project environment and click on search Subsequently you can add the requested member to your list of invitations by clicking on Add You can repeat this process for each member you want to invite Furthermore you can select a different role for each member see Step 4 SCREENSHOT 8 INVITING PROJECT MEMBERS Tope etaps Pending invites 0 Search for People Faia Kris Test Kris Test Add External Users e Manager full rights to all content e Collaborator full rights on their own content but they cannot delete content of other members e Contributor full rights on their own content but they cannot edit delete content of other members e Consumer cannot create own content read only member Although this process works intuitively both steps will be further explained in Step 4A and Step 4B for a description Send your invitations by clicking on Invite You can also add external members by filling in their first name last name and e mail address blue rectangle After you clicked on Add they will receive an invitation by e mail 2 Invite Users gt H A Fides fo Lien edged here will b invited E or back to Sie Memberi STEP 4B MANAGING PROJECT MEMBERS Project managers can add remove and from the project or change their role by change the roles of the project members at clicking on either their role or Remove all times To find the project m
23. lay Edit inline o Edit offline When you want to change a document and make Sure that no one can access the document in the mean time you can select this option The document will become available again when you upload a new Step 10 o Manage permissions Described in Step 8 o Manage aspects Described in Step 8 o Change type not used Tags Described in Step 9 Share You can share the document by copying the link displayed in this section Properties Here you can find the main properties of the documents e g name description author size etc You can also edit properties by clicking on the paint sign Permissions Displays what members have which kind of permission Workflows The workflows that are active on this document are displayed here Version History Version control is version or cancel your editing session o Copy to This option enables you to copy the document to a different folder or project o Edit in Google docs This allows you to edit documents online through Google docs You will need to have a Google account to access this option an important part of the Framework You can find older versions of this document here You are also able to add acomment to a document by clicking on Add Comment blue rectangle in Screenshot 15 SCREENSHOT 15 DOCUMENT OPTIONS IN THE DOCUMENT VIEWER 4 Downioad STEP 7 ACTIVATING VERSION CONTROL AND NOTIFICA TIONS Version co
24. mail notifications SCREENSHOT 24 FINDING YOUR WORKFLOWS Beg Connect amp Construct 3 S DA Buding value through ICT My Dashboard Sites oi gt Start Workflow v Workflows Active Active Workfiows Completed No Message Y Due Due None Poda Timas Dainis And Annem People Help More Started 07 November 2013 SCREENSHOT 23 CREATE WORKFLOW gt View More Actions W Remove t Workflow Cancel To find the document s that is are to be revised and approved click on Add You can find the documents by selecting the project in Sites and opening the correct folder It is important that you give the workflow a message or title because a workflow is not tied to a specific project It is suggested that you explain what project the workflow is about and what the goal of the workflow is By clicking on Start workflow the task will be send to the assignee by e mail You can find tasks that have been assigned to you on your main dashboard Tasks you have assigned are found by clicking on More in the main header and selecting Workflows I ve started The navigation pane on the left part of your screen allows you to filter for specific workflows based on due date starting date etc Kris Test 18 STEP 11 STARTING A DISCUSSION The C amp C Framework enables you to start and respond to discussions You can find a discussion by clicking on Discussions on the Site Dashboard o
25. ngle in Screenshot 33 SCREENSHOT 33 PROJECT OPTIONS Dashboard Projects Users Demo project Demo project Building 1 Test Building 2 Building 3 Checkin Add service Add sub project User Settings Server Settings Show in 3D Details Displays the details of the project sub project Sub Projects Shows the sub projects of this particular project sub project Revisions Here you can find the recent activities on this project Checkouts described in Step 13B Services not used Query not used Extended Data not used Browse Enables you to through all uploaded content Users All the users that are currently assigned to the project are shown here Model Checkers not used Log All recent activities are shown here browse Server Info Name Description Created on State Length measure to use combined downloads Demo project Sample project with IFC files 22 10 2013 14 09 by Administrator ACTIVE meter 24 STEP 13B CHECK IN AND CHECK OUT MODELS Checking in and out models is a function in the BIM server that allows you to up and download SCREENSHOT 35 CHECK IN A MODEL PART 2 3D models To check in a model click on Checkin in your project This will open a new window When there are sub folders in the project the window will give a message if you are sure that ses ced eerie cede nce you want to add the model here Furthermore if active checkout the model is checked out
26. ntrol allows you to upload a newer version of a document without losing the old version When you upload a new version the old version is stored and the new file is uploaded with an increment version number The C amp C Framework makes a distinction between e Minor changes This will increase the version number only by a tenth i e 1 0 gt 1 1 and should be used in case the document is only slightly changed SCREENSHOT 16 UPLOAD NEW VERSION Site Dashboard Document Library Members Create Content QNewFolder Upload v Documents caeieenmnes ct Documents gt gt 01 Client Demand amp Requirements I m Editing Others are Editing Select v 1 40f4 lt Recently Modified Recently Added My Favorites doc Test docx Modified 5 days ago by Trudy Tol 3MB v Library kris_test 01 client demand amp requirements Favorite Like 0 Comment gt Documents k C 01 Client Demand ath Test txt C 02 Conceptual Des Created 5 days ago by Kris Test 10 bytes C 03 Design phase OD 04 Contract amp Proc kris_test 01 client demand amp requirements C 05 Execution amp Co rare mem 7 Co C 06 Operation and N Test xisx C 07 Refurbishment Modified 5 days ago by Kris Test C 08 De Commission 09 Project manage kris_test 01 clientdemand amp r e Major changes This will increase the version number with one point i e 1 0 gt 2 0 and should be used in case the document is change to a large exten
27. o divide these parts of the project by adding sub projects Each party will then be able to upload and edit their own models in their own sub project without having to touch other parts of the 3D model In the end when you click on Show in 3D in the main project the BIM Surfer described in Step 13C will automatically merge all the sub projects into one single 3D model blue rectangle in Screenshot 30 To add sub projects click on Add subproject after opening the project or subproject see Screenshot 30 To delete a certain project or sub project use the Action button at the right of the screen Administrator Actions Actions Actions Actions Server Info Query Extended Data Demo project Sample project with IFC files 22 10 2013 14 09 by Administrator 22 The administrator has to give access rights to users in order for them to gain access to the BIM server You can do this by going to Users in the main bar To add a user click on Add user and fill in the e mail address is also their username name and role You can select three different roles e Administrator Full rights to all content e User Full rights on their own content e Read only Has access to all content but cannot add or edit content SCREENSHOT 31 ADD BIM SERVER USERS Dashboard Projects Users User Settings Server Settings Server Info Add user aa Add user Admin Username Administrator Bram Mommers Kris Spitsbaard
28. ojects members folders and documents in this event described in Step 9 SCREENSHOT 26 THE CALENDAR Time All Osy E Furthermore the C amp C Framework offers an iCal Feed blue rectangle in Screenshot 26 When you click on iCal feed you will be asked to download a ics file You can import this file into your mail client compatible with ics files e g Microsoft Outlook This will synchronise the agenda of your project with the agenda of your mail client When you add an event on the calendar other project members will not be notified automatically by e mail The event will however show up in the recent activities dashlet It is thus important that you keep track of the calendar to make sure that your calendar is up to date Start Date Friday 8 November 2013 1200 End Date Friday 8 November 2013 Ha 1300 20 STEP 13 UPLOADING DOWNLOADING AND MERGING OF 3D MODELS The C amp C Framework offers you a BIM server for 3D models The server cannot be used for modelling itself for this modelling software is needed but serves as a platform to upload download and merge 3D models in the IFC standard The BIM server is accessible through every W3C standard compliant web browsers for free examples see the help page You can find the BIM server in the dashlet on your Site Dashboard you can also open it in a new window by clicking on the dashlet title BIM server SCREENSHOT 27 OPENING THE BIM SE
29. re e Copy to This option enables you to copy the document to a different e Create content This option allows folder or project you to create content online to use e Move to Here you can move the Google Docs you will need to have a document to a different Google account folder project e New folder You can create new e Manage rules not used folders by clicking on New folder e Delete folder Click to delete the e Upload Click here to upload folder documents e Manage permissions Described in e Selected items If you select Step 9 multiple folders documents their e Manage aspects Described in Step options are shown here see 9 Screenshot 13 SCREENSHOT 12 FOLDER OPTIONS Site Dashboard Odean LIGY v Documents All Documents I m Editing Others are Editing Recently Modified nar D Pa p P 01 Client Demand amp Requirements Recently Added Modified 23 hours ago by rns Te My Favorites Y Library uste O Ooauments J 01 Client Demand 02 Conceptual De ON _ 03 Design phase gt 04 Contract amp Proc 08 Execution A Ce SCREENSHOT 13 SELECTING AND EDITING MULTIPLE FOLDERS v Documents All Documents I m Editing Others are Editing Recently Modified Recently Added My Favorites Y Library 11 STEP 5B MANAGE YOUR DOCUMENTS The project library offers a wide array of other functionalities to manage your documents and folders You can either
30. shboard Sites Sitedashboard Documentenbibliothesk Leden h i t v Documenten L Content maken Q Nieuwe map five basic steps you have to take to set up a Alle documenten c Documenten structure that defines what you will cree Anderen bewerken electeren exchange when and how Each of the steps Onlangs gewijzigd o 01 Client De Onlangs toegevoegd wii link to ready to use templates and relevant Mijn favorieten wy eaii framework functionalities You can store the Y Bibliotheek Ca j gt Documenten W Favoriet filled templates the folder Project C 01 Client Demand amp Requirements 02 Conceptu Management in the Document Library C 02 Conceptual Design wy 9 03 Design phase O 04 Contract amp Procurement phase 9 05 Execution amp Construction 0 06 Operation and Maintenance 07 Refurbishment amp Replacement Favoriet g 03 Design pl Geen beschrijvi Gemaakt op 6 d 08 De mm on Abandonment 09 Project management Cinal dalivarahlac Geen tags I Fave SCREENSHOT 6 PROJECT MANAGEMENT 5 STEPS TO SET UP A PROJECT MANAGEMENT STRUCTURE Connect amp Construct Building value through ICT In each of the sites of which you are a member there is a Project Management folder in your Document Library LINK TO Project management folder in Document library This contains functionalities and related templates which enable project managers to define th
31. t You can upload a newer version of a document by clicking on Upload new version in the project library or in the document viewer described in Step 5 and 6 t Name i i 8 Download n Arannas eo View Upload New Version Update File Select file s to upload Click icon to upload a new version of Test docx No files to display click icon to select file s to upload Version Information Comments 14 After uploading a new version of a activate the drop down menu by clicking on document you can find the old versions by your username on the top right and by opening the Document viewer and checking subsequently by clicking on My profile This the Version history on the right side of the will open your profile and when you go to screen Screenshot 17 notifications you can de select the Email notification feed Screenshot 18 When you click on OK notifications will no longer be sent to you by email The Framework will send you notifications when changes in a document have been made When you want to stop receiving these notifications you can do this by Opening your profile To open your profile SCREENSHOT 17 VIEW VERSION HISTORY anan gt Po Client Demand amp Requirements testi_xisx I ats Gewijzigd door Wris Test op Woe 6 Nov 2013 16 24 11 E Comerkng Z Delen a cane sh lwiil Pagina van gt Max gt Documentacties gt Tags gt Delen gt
32. t 3 e My dashboard When browsing through the C amp C Framework clicking on my dashboard will always return you to your dashboard e Sites Clicking on Sites enables you to search follow existing projects and create new ones described in Step 2 e Persons In Persons you can search for other parties by either their name or certain details e g location job description etc e Help The Help section provides you with information on the technical requirements for the C amp C Framework and provides useful links for document viewers Furthermore it lists contact details for technical support e More Clicking on More opens a sub menu in which you can find your tasks workflows content and projects Moreover you can review and change your personal profile by clicking on My profile You are also able to customize your dashboard by clicking on Customize Dashboard on the top right not recommended What if I lost my log in details If you lost your log in details or your access is denied please contact info connectandconstruct eu SCREENSHOT 3 YOUR PERSONAL DASHBOARD CHANGE PASSWORD Favorite Favonte odated n Change Pass STEP 2 SETTING UP A PROJECT SITE Existing projects or sites of which you are a member are shown in the Sites section on your personal dashboard To open a project click on the name if the specific project in yellow To create a new project click on Create si
33. te A new window will be presented that requires you to fill in a Name URL name_ is being filled automatically with name Description of the project Type always on Collaboration Site and Visibility Visibility allows you to set the level of security for your site When creating a project site you can use three levels of protection SCREENSHOT 4 CREATE SITE Connect amp Construct gt 2 Buding valve rough ICT My Dashboard Saes People i e Public Everyone using the C amp C Framework can see the project and become a member e Moderated site membership One can see the project but has to ask permission to become a member e Private One can only become a member when being invited by the project site manager To ensure that your documents are only viewed in a project environment we recommend to use the Private option Project managers are able to change the level of protection at all times Al D eae Sre welcome Here is supposed to be a more elaborate welcome text Q test A 7 Favonte Q tes s inthe last 7 days v Favorite Yesterday Create Site Mare URL Meme a ThE E parni of fhe sie URL such a5 manem are page She cWiRiL Name idiashnoarnd Do mot use spaces or spectal characters Active Tasks BA Stat Worktios Active Tasks Completes Tess Review the tasks assigned to you Different types of tasks can appear in this task list and you need to addres Desoiption
34. ur mail client might see this as spam If you use this Framework pleaso do not delete e mails from admin alfresco com STEP 1 LOG INTO THE USER DASHBOARD You have received an invitation by e mail from Alfresco containing your username password and link to the C amp C Framework Follow the link in the invitation fill in your log in details and click on Login SCREENSHOT 2 LOGIN SCREEN C amp C FRAMEWORK Connect amp Construct team When you have successfully logged on to the C amp C Framework you will enter your personal Dashboard It is recommended that you first change your password You can do this by clicking on your username on the top right and by clicking on Change password see Screenshot 2 You can access the Framework directly via www connectandconstruct eu framework Your dashboard contains all the information about your projects what your recent activities were and what tasks have been assigned to you The dashboard is divided into four blocks or as called in Alfresco Dashlets e My sites Here you can find create your projects described in Step 2 e My tasks My tasks contains all your workflows current and completed described in Step 10 e Welcome Contains a welcome text with a brief explanation of the Framework e My Activities All your recent activities are shown here The main header of your dashboard offers the following functionalities blue rectangle in Screensho
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