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1. Alternative number Category Drawing type The drawing type also determines the default plot device and paper size for paper space layouts These values are copied from the drawing type s first available plot setting physical PDF or DWF Scale factor The scale factor is pre filled with the dimscale of the DWG Borders in model space are automatically scaled to match the scale factor selected NOTE Each paper space layout tab has a page setup which defines the default plot device and paper size Therefore itis best to scale layout viewports rather than the border itself For paper space drawings design your border DWG file to fit the target paper size and scale the border at 1 1 If you want to use a border DWG file that is not the correct size i e it was designed to be scaled in model space you may select Scale border to force the border to be scaled However setting up a new border would be considered best practice Title 1 Title 2 Title 3 optional Title 4 optional Operators Each drawing may have up to seven operators 2014 CadTech Software AutoCAD Folder If you are adding a border to model space select the folder where the DWG will be saved IMPORTANT You may select any folder you wish but it is best to choose a folder that is relative to the project or job folders Drawing name format 11 2 Create new model f Create new model Creates a new model record for the current DWG in the CadTracker da
2. Some common AutoCAD switches include nologo No product logo screen p profile name Set current profile t template file name gt Create new DWG file with this template Border layer name 2014 CadTech Software wu CadTracker When you add a border and create a new drawing the border block will be inserted onto this layer If the layer does not exist CadTracker will create it Enable DWF options When DWF options are disabled CadTracker will hide options related to DWF files in drawing context menus and the issue wizard If your office does not issue drawings in DWF format you may want to clear this check box Preview handler File types to display as text There are many different file types which are actually plain text files e g CSV XML Many of these file types do not have preview handler controls If a preview handler could not be found for a particular file and the file extension is listed here CadTracker will attempt to display the file as text O 2014 CadTech Software Project as CadTracker 4 4 1 Project The project property window has several tabs e Project e Folders e Drawing titles e Drawing types e Drawings revisions e Status descriptions e Related companies Project Number required The project s human readable identifier The number is displayed in the Explorer on issue and transmittal advice documents and on reports It is usually mapped to an attribute in
3. Project extended data Sariosie itae essen essen ense ee s 95 Index 97 Introduction NM CadTracker 1 1 1 1 2 Introduction The topics in this section provide some basic information about CadTracker what it is for and what you can do with it How to get started See Getting help for details on using the help system and how to get more help if you need it Study this Introduction chapter and the Getting started sections to familiarise yourself with the application About CadTracker CadTracker is a drawing and document control solution created for design detail and manufacturing offices in the architectural engineering and construction industry It is specifically designed to meet the needs of small to medium enterprises SMEs which produce documentation using AutoCAD Create track and deliver your in and outbound documents with greater speed and precision through CadTracker s cloud ready SQL database system Take control of your projects Control CadTracker lets you take control and organise your projects by helping you e Preview open categorise and track document revisions with a complete issue history in and out e Enforce CAD standards such as o drawing and plot name formats o revision codes o status descriptions o filelocations Author CadTracker makes it easy to create deliverable AutoCAD drawings You can e Create drawings using in house or client title blocks and borders e Assign
4. Select the e mail recipients Select e mail options Select the postal recipients Summary 10 Creating issue O 00 4 MU wn FS Select or type a subject Select or type a subject for the issue The list shows all of the standard issue out subjects Memo for issue and transmittal advice documents optional On advice documents the memo is shown directly below the issue subject NOTE This box accepts very long memos If you need more space there is a splitter below the subject list which may be dragged up to increase the size of this box Issue advice template Select the issue advice tem plate Category optional It can be helpful to organise issues into categories Type or select a category from the list The list shows all of the standard issue out categories plus the non standard categories that have been used in this project Save issue to category subfolder Select this check box if you want to save the issue files inside a category subfolder in the project s issue folder i e issue folder gt lt category gt lt issue number Maximum transmittal size MB 2014 CadTech Software Transmittal items are packaged in zip files If the issue will e mailed it is best to use an upper limit for the transmittal size The issue will be divided into multiple transmittals no larger than the specified size Select No limit to save all of the transmittal items to a single zip file NOTE If atransmittal item is larger than
5. 1 The current layout is searched for a border block reference that has a matching border record in the CadTracker database IMPORTANT If the border has not been set up do that first 2 The attribute values are copied into a new drawing record 3 The Import Drawing window is displayed where you may edit values before saving them to the database Import this drawing only TIP Importing one drawing at a time gives you more control over the values that are imported 4 Identity data is added to the DWG file The border is refreshed 6 If the border is in model space the DWG is saved as a new DWG in the selected folder NOTE If you are importing drawings with borders in model space it is best to move the DWG files out of the job folder first As each DWG file is successfully imported it is saved into the job folder with the correct drawing name format and current revision code Ui Import multiple drawings Use this command if you need to import many drawings with borders in model space and you do not need to preview the attribute values before the drawing records are saved 2014 CadTech Software AutoCAD Import to folder Select the folder to save the imported DWG files Issue date format For some borders the public issue history lines do not allow very much room for dates Consequently the date values may use a non standard format If the drawings you are importing have an unusual date format specifying the format can help
6. Cke 10 user quide n iN CadTracker CadTracker is an innovative drawing and document control solution CadTracker has been created specifically for design detail and manufacturing offices within the architectural engineering and construction industry Take control and deliver more with CadTracker m CadTech Software Creating real world solutions CadTech Software Pty Ltd Unit 25 28 Burnside Road ORMEAU QLD 4208 Australia Phone 61 7 3386 1422 admin Qcadtracker com au cadtracker com au CadTracker 2014 CadTech Software All rights reserved No parts of this work may be reproduced in any form or by any means graphic electronic or mechanical including photocopying recording taping or information storage and retrieval systems without the written permission of the publisher Products that are referred to in this document may be either trademarks and or registered trademarks of the respective owners The publisher and the author make no claim to these trademarks While every precaution has been taken in the preparation of this document the publisher and the author assume no responsibility for errors or omissions or for damages resulting from the use of information contained in this document or from the use of programs and source code that may accompany it In no event shall the publisher and the author be liable for any loss of profit or any other commercial damage caused or alleged to have been caused
7. VPN you can send plots to a physical plotter in another office This can be helpful when the DWG files are in one office and you need to plot drawings for checking or archiving in another office When revising or plotting drawings you may select multiple custom plot settings to plot hard copies simultaneously in multiple offices 2014 CadTech Software Create PDF binder and print s CadTracker 12 Create PDF binder and print When you want to print a drawing or document PDF file CadTracker checks which application is associated with PDF files If the default application is Adobe Reader or Adobe Acrobat a Print window will be displayed where you can select options before sending the document to the printer If you need to print multiple files confirming the print options for every document quickly becomes tiresome To overcome this CadTracker can create a temporary PDF file containing all of the documents you wish to print The Print window is displayed once and then all of the documents are sent to the printer as one document with multiple pages NOTE This may produce unexpected results if you are trying to print documents with different paper sizes or orientations In the Print window select the appropriate size option and orientation and preview each page before clicking Print 2014 CadTech Software Create report CadTracker 13 Create report Reports may be created from various places throughout CadTrac
8. 1 4 3 1 5 3 1 6 3 1 7 not be displayed in the border Work in progress character The work in progress character is appended to the revision code when a drawing is revised to Work in progress The default value is w For example if a drawing is revised from revision A to Work in progress and the project s work in progress character is w the drawing s new revision code would be AwO The next work in progress revision would be Awl etc When a new project is created the work in progress character is copied from the Configuration Each project may use a different work in progress character The work in progress character cannot be any of the following characters 1234567890 lt gt Check print character The check print character is appended to the revision code when a drawing is revised to Check print The default value is c For example if a drawing is revised from revision A to Check print and the project s check print character is c the drawing s new revision code would be Ac When a new project is created the check print character is copied from the Configuration Each project may use a different check print character The check print character cannot be any of the following characters 1234567890 lt gt Check approved character The check approved character is appended to the revision code when a drawing is revised from Check print to Check approved The default value is a For example i
9. CadTracker Y gt Console Show console Shows the CadTracker console tool palette where information or error reports may appear CTRK Console Reset console position Moves the CadTracker console tool palette back onto the primary monitor CTRK ConsoleResetPosition Set up borders Border records define mappings between drawing record properties and DWG attributes Recommendations 1 When you start a new project spend some time organising your border DWG files before you start creating new drawings Copy your border DWG files into a subfolder of each project e g Borders Add any client logos or static text values to the project s local copy of the border Whenever possible use the same attribute names for your borders If the border uses different attribute names to the standard border rename the DWG and set it up as a new border in CadTracker Un 4 0 N O 2014 CadTech Software AutoCAD a 6 If a client has provided a border to be used for a project check with the client before adding or renaming any attributes CadTracker Y gt Set up borders Sets up border attribute mappings and paper sizes CTRK_SetUpBorders Copy another border If you are setting up a border that has some attributes that match an existing border record save time by copying the attribute mappings from the existing border You may still make changes to the new border record before saving it Create border attributes This command all
10. Certification This property may be used to record an operator s industry certification or license number Signature The signature may be the name or initials of the operator entered as text or a link to an image of a scanned signature or company logo 2014 CadTech Software MN CadTracker 2 7 To set the current operator on a workstation select the appropriate check box in the Current operator column Report templates Tools Report templates CadTracker reports may be configured with templates Extension applications may also provide their own report templates TIP Don t drown in the data It may be tempting to include every available property in every report template but this is not necessarily a good idea Too much information can be overwhelming to the reader and it is also more difficult to print the reports as they become too wide Think about who will be reading your reports and which properties are valuable to them You may create as many different report templates as you wish so design your templates for particular use cases Name Enter a descriptive name for the template The template name forms part of the default report file name when itis saved e g project number project name report template name timestamp xlsx Properties Select the properties to include in the report Click T Move up Ctrl U or y Move down Ctrl D to order the columns Options Each type of report templat
11. Name box type SAF 1 4 Click 4 Copy to Reference number 5 Note that the properties that have minimum and maximum value rules are displayed with error icons and messages Enter values for the remaining properties o M Repeat steps 1 to 6 for fan SAF 2 00 Click OK to save the changes 14 8 Project extended data There is a special generic class Project extended data which allows extended data to be added to projects For example you may wish to add properties to record the project s address a URL to specifications a website etc Extended data may be mapped to attributes in drawing borders Edit project extended data class 1 Create new property types that you want to include in the project extended data N Go to Tools gt Generic data gt Generic classes Select Project extended data and click Edit w 4 Click Add new Select the desired property and click OK or double click the row un o Repeat steps 4 and 5 for any other properties you wish to include N Click OK to save the changes Add extended data to a project 1 Edit the project 2 Click the Extended data tab 3 Click Add extended data 4 Add values for the properties 2014 CadTech Software Index A add border and create new drawing 74 address type 22 AutoCAD 74 75 76 77 78 79 80 82 border layer name 35 command line switches 35 DWF 35 B border copy 80 create attributes 80 setup 80
12. column is not displayed in the issue or transmittal advice documents if all of the quantities are 1 2014 CadTech Software Issue out This page allows you to monitor the progress of the issue as it is created You may also open or print the issue and transmittal advice documents or open the issue folder location 10 1 10 Creating issue 2014 CadTech Software AutoCAD CadTracker 11 11 1 AutoCAD All of the commands in this section are only available in AutoCAD on the Plug ins tab in the CadTracker v group Less common commands may not be visible until you click the CadTracker Y slideout Add border and create new drawing Add border and create new drawing Adds a border to the current layout and creates a new drawing record in the CadTracker database CTRK AddBorder TIP If you have not set the current operator you should do that before you add a border and create a new drawing CadTracker remembers the last new drawing each operator created in each job When this window is displayed the number and several other values are pre filled based on the last new drawing created by the current operator Number Enter the drawing s primary identifier or click Select an existing drawing number to follow and select a drawing from the list shown The next available number in the sequence will be selected You may also select values to copy from the selected drawing such as category drawing type titles or folder
13. drawing borders Numbers cannot contain any of the following characters Musee Alternative number For some projects clients may provide their own project numbers The alternative number may be mapped to an attribute in drawing borders Alternative numbers cannot contain any of the following characters EA BLS san Name required The project name is displayed on issue and transmittal advice documents and on reports It is usually mapped to an attribute in drawing borders The name is displayed in the Explorer if the project does not have an internal name Internal name If a project has an internal name the internal name is displayed in the Explorer instead of the project name Internal names can be useful when you want to abbreviate very long names or when you simply refer to the project internally by a different name Client If the project has a client select it from the box If no company record exists for the client you may create one by clicking B When a project has a client assigned the company e mail addresses addresses and contact e mail addresses may be selected as recipients in the issue wizard Issue advice template The default template for a new issue it may be changed for any issue Issue e mail type The default e mail type for a new issue it may be changed for any issue When a new project is created this value is copied from the Configuration Issue advice Outlook template Date created The dat
14. includes any reports that have been created for the issue NOTE Only e mail addresses from the project s client and related companies are shown Select e mail options E mail type Select Send now with CadTracker to send the issue using the Configuration e mail account Select Don t send if you want to create the issue without e mailing it The e mails may be sent at any time from the issue s property window Select Send with Outlook to use Outlook Issue advice and transmittal e mails may be previewed and edited in Outlook before being sent Outlook issue advice e mails will use the project s Outlook template Include CSV data file A CSV data file is always generated with each issue Recipients may use it to import data into their own document management systems Issue advice e mail message optional Type a message for the issue advice e mail This message only appears in the e mail If you want the message to appear on the issue and transmittal advice documents use the memo box Select the postal recipients Select the company addresses to send the issue to NOTE Only addresses from the project s client and related companies are shown Summary The summary page shows the selected recipients and how many transmittals will be created Set quantity If you will be sending multiple hard copies of drawings or documents you may want to set the quantities Enter a number select one or more rows and click Set quantity The Quantity
15. it may be changed for any issue Issue advice Outlook template When a new project is created the issue advice Outlook template value is copied from the Configuration Each project may use a different template If Send with Outlook is selected as the e mail type for an issue the project s Outlook template will be used The issue advice and each transmittal e mail may be previewed and edited in Outlook before being sent There is a sample Outlook template in the CadTracker installation folder The following keyword placeholders may be used in issue advice Outlook templates issue number The issue s number project number The project s number 96project name The project s name 96client 6 The client s company name 96subject 6 The issue subject 26memo 6 The issue memo message The issue advice e mail message TIP The fastest way to create your own Outlook template is to copy and edit the sample from the CadTracker installation folder Alternatively create anew e mail in Outlook Do not enter any recipients or a subject When you are ready to save the template click File gt Save As Under Save as type select Outlook Template oft Browse to the folder where you wish to save your template type a file name and click Save Outlook automatic signatures on templates and custom forms When you use an e mail template Outlook will add your default signature to the bottom This is usually not desirable as the template will typically conta
16. official issue number or a description of the issue From Type or select the sender s name or select one from the list NOTE In the Explorer issues in are organised into folders by the sender s name Date created The date on which the issue was created Date received The date on which the issue was received Subject optional The subject or reason for the issue Advice memo optional The message that was displayed on the issue advice Advice file name optional The issue advice file E mail message optional If there was important information in the body of the e mail message you may wish to copy and paste it here Transmittal in Each issue is made up of one or more transmittals and each transmittal has one or more transmittal item files A transmittal item may be a document revision or any other file The transmittal in property window has several tabs e Transmittal e Documents e Other items Transmittal Number The official transmittal number or a description of the issue If the issue contains multiple transmittals the transmittal number is usually the issue number plus a suffix e g 1234 01 Date received The date on which the transmittal was received Advice file name The transmittal advice file For issues with only one transmittal this may be the same as the issue advice file 2014 CadTech Software 9 1 2 Documents Transmittal items are usually recorded as new documents or new revision
17. plot settings for PDF DWF and physical printers for each drawing type e Batch process drawings to update revise supersede and print Deliver CadTracker im proves efficiency by streamlining the delivery of documents e You can rapidly create zip and e mail issues with drawings documents and files complete with transmittal advice reports e Keep your clients up to date with comprehensive and flexible document registers and spreadsheets Getting started The CadTracker application has three main components the menu the Explorer and the window area The menu File 2014 CadTech Software Introduction 1 Connect to primary database Connect to secondary database Disconnect Set up database connections Exit View Show archived records Single document interface Start page Virtual drives Tools E mail manager Document Areas Categories Subcategories Titles Related file codes Revision statuses Drawing Categories Revision descriptions Templates Titles 3 Titles 4 5 oO u Generic data Categorical data types Generic classes Property types Unit types Issue In Subjects Out Advice templates Categories Subjects Scales Address types E mail address types Phone number types Operators Report tem plates Configuration Window 2014 CadTech Software 12 CadTracker 1 2 1 Help View help Check for updates View change log About CadTracker The Explorer
18. the controls below Notes Revision notes may be included in drawing register reports Alternative revision code For some projects clients may provide their own drawing revision codes This property may also be used as a public issue counter The alternative revision code may be mapped to attributes in drawing borders Alternative revision codes can be automatically assigned and incremented by setting up the project s alternative revision code seed When drawings are issued they may be sent using alternative numbers amp revs for zip item names NOTE The As built Description Drawn by Checked by Approved by Date returned and Resolved properties may only be edited for public issue revisions i e Preliminary For approval For tender For construction As built or Redundant As built This check box may be selected or cleared for any construction revision Description Type or select a description from the list The list shows all of the standard drawing revision descriptions plus the non standard descriptions that have been used in this project If the description differs from the project s status description for this revision type you may click a Use default description If the description is the default description this button will be disabled The description is usually mapped to a public issue history line attribute in drawing borders Drawn by 2014 CadTech Software 7 6 7 7 The code of the operator who drew
19. the maximum transmittal size it will be packaged in its own transmittal zip 10 1 2 Select drawings to send Select the drawing DWG PDF or DWF files to be issued TIP You can select multiple rows and hit spacebar to toggle a selection or use the context menu Click 9 Load group to load one or more drawing groups Filter by job If there are multiple jobs in the current project you may use the filter to hide drawings from jobs that you are not interested in If you already have some drawings selected select Uncheck drawings that are not in the selected jobs to remove the unwanted drawings from the issue Show checked items only Select this check box to hide the drawings that have not been included in this issue Use alternative drawing numbers amp revs for zip items Occasionally a client may require you to issue drawings using their alternative drawing numbers and revision codes Select this check box to rename the files to be issued This does not affect the original files only the copies included in the zips 10 1 3 Select documents to send Select the documents to be issued TIP You can select multiple rows and hit spacebar to toggle a selection or use the context menu Click Load group to load one or more document groups Show current revisions only If you want to issue an old revision of a document clear this check box 10 1 4 Create reports to send Reports may be generated and sent as attachments with the issue advi
20. the windows you currently have open or to switch to a different window TIP You can close a window by middle clicking the window s tab Virtual drives View Virtual drives A virtual drive is a physical or logical resource mapped to a local drive letter There are two types e subst a drive substitution to a local resource and e net use a drive substitution to a network resource Project server standards and job folders may be mapped as virtual drives Tips for managers Deployment via a shared folder IT CAD managers should set up a shared folder to deploy CadTracker e g nas CommonYCad Tracker Remember setup path When CadTracker is launched it checks for updates from the internet In the CadTracker installer there is an option to Remember setup path which should be selected for shared folder deployments With this option selected CadTracker will only check for updates of the setup file in the shared folder internet updates will be ignored IT CAD managers can then decide when to deploy a new version When CadTracker starts if a new version of the setup file is detected the operator will be prompted to install it Connection strings configuration file CadTracker s connection strings configuration file stores a list of primary database connections By default the configuration file is installed to 96ProgramFiles 6 Cad Tech Software CadTracker CadTechSoftware Cad Tracker ConnectionStrings config There may a
21. which allows you to define your own data structures The following topics explain the components of the generic data system e Unit types e Data types e Categorical data types e Property types e Generic classes e Generic objects The Walkthrough ties all of these concepts together You can also add extended data to projects Unit types Each unit type has a name and may have a symbol Property types may have a unit type NOTE The International System of Units SI is the world s most widely used system of measurement Most of the common SI units and their derivatives are included in CadTracker by default Data types Each property type is set up as one of the following data types NAME DESCRIPTION Categorical Categorical data type Date Calendar date Decimal Positive or negative number with a decimal value GUID Globally unique identifier Image URL Path to an image file or web address Integer Positive or negative whole number Multi line text One or more lines of text Text A single line of text True false Displayed as a check box URL Path to a file or web address Categorical data types Tools gt Generic data gt Categorical data types A categorical data type is a set of possible values Categorical data types help ensure that data is valid and consistent as operators may only select from the list of possible values Typically a categorical property requires exactly one value to be selected but in some cases zer
22. C check approved character 30 check print character 30 configuration 28 configuration file 18 console reset position 80 show 80 create issue 68 category 68 client 70 document group 69 document quantity 70 documents 69 drawing group 69 drawing quantity 70 drawings 69 e mail options 70 e mail recipients 70 e mail type 70 hard copies 70 include CSV data file 70 issue advice e mail message 70 Index 97 issue advice template 24 68 maximum transmittal size 68 other attachments 70 postal recipients 70 related companies 70 reports 69 subject 68 summary 70 use alternative drawing numbers amp revs 69 current project 16 D database connection custom 12 firewall 12 primary 12 deployment 18 document 42 alternative number 42 area 22 42 category 22 42 issues out 43 Multiple Documents Editor 43 number 42 related file 22 revision status 22 subcategory 22 42 tile 22 42 document related file code 43 filename 43 review 46 review required 43 document revision auto sort 42 code 42 date 42 description 42 filename 42 notes 42 status 42 transmittals in 42 drawing 54 alternative number 54 74 border path 56 category 22 54 74 drawing type 74 98 CadTracker drawing 54 file info 56 identity data 79 import 78 issues out 57 Multiple Drawings Editor 57 name format 74 78 notes 56 number 54 74 operator 25 74 75 plot 75 76 plotto DWF 76 plotto PDF 76 print 58 public
23. CadTracker parse the values This field is optional leave blank for typical date formats Valid format strings d The one or two digit day dd The two digit day Single digit day values are preceded by a 0 ddd The three character day of week abbreviation dddd The full day of week name M The one or two digit month number MM The two digit month number Single digit values are preceded by a 0 MMM Thethree character month abbreviation MMMM The full month name y The one digit year 2001 is displayed as 1 yy The last two digits of the year 2001 is displayed as 01 yyyy The full year 2001 is displayed as 2001 Delete existing identity data By default drawings which contain CadTracker identity data will not be imported Use this option to automatically delete the existing data and import the drawings as new records File names Select the DWG files you want to import 11 9 Import model Sometimes you may need to create a model record for a DWG that already has identity data This is quite different to importing a drawing with a border which would not normally have any identity data Some example scenarios e The model record has been deleted from your database e The database has been restored to a point in time before the model record existed e The model record existed in a different CadTracker database CadTracker Y gt Import drawing gt Import this model Imports this DWG as a model in the CadTracker da
24. Copy values to selected items To copy a property value from one item to other items select multiple rows and click the appropriate 3 Copy to selected items button NOTE The last item selected shows the value which will be copied Generate numbers Multiple drawings can be sequentially numbered using the Alternative number Title 3 or Title 4 properties To sequentially number multiple drawings select multiple rows and click the appropriate button Generate alternative numbers Generate Title 3 numbers Generate Title 4 numbers Enter the first number in the sequence and click OK NOTE You may use separators and leading zeroes Only the last part of the sequence is incremented For example e A1 A2 A3 e XYZ 123 001 XYZ 123 002 XYZ 123 003 e 25 9 gt 25 10 gt 25 11 e FRAME DETAILS SHEET 1 FRAME DETAILS SHEET 2 FRAME DETAILS SHEET 3 Drawing group Drawing groups make it easy to perform many actions such as e Creating an issue e Opening DWG PDF or DWF files e Printing DWG PDF or DWF files e Creating PDF binders e Creating reports NOTE The current revision for each drawing is used Name Type a group name or select and update an existing group name The new group name must be unique the list of existing names makes it easier to create sequentially numbered groups Drawings Select one or more drawings to be included in the group Printing To print a drawing to the Windows default prin
25. Eae fet eR SO Ope Ren 65 Issue out 68 Create ISSUE AN A A i a naa aas aea 68 Select or ty pea Subj To den 68 Select drawings to send ene ede iere ee Ree eMe edes RAE ERU e Rae iaia ERE REESE MERE He 69 XI O ON DU bu NA PP FP H WN mM O XII XIII XIV oo Ui A U N H Contents 7 Select documents to send cedente ers an Peg i n Create reports to send Add other attachments to send Select the e mail recipients Select e mail options Select the postal recipients eee re e ereignete SUMMA Mem CHEATING SUE A e ere t eed m Exe asc ui epe eee ern edes ec eret ee eene tend AutoCAD Add border and create new drawing usesenssunsensenssunssnsonssunssnnenssenssnsennsensennsensenssnssenssnnsnnsenesunssnsanssenen 74 Create new model Rev up Plot Refresh border Replace border Re number drawing gt ue eee a 78 Import drawing aedes BER ioter elites Lio e dututs au eode dena biss CR eene andata oos 78 Import model Identity data Console setup borders id 80 Plot settingsi A t adake te aouo aa isase REVE srs sooro paossa ii ESS aiik ia nss 82 Create PDF binder and print 86 Create report 88 Generic data 90 U it types a A NES 90 Data types ee RI tare ieu tese een UE tem ueste t Ae c TEE 90 Categorical data types mimiikkaa se hrer oper uen idet va t geo ete ith Eiane 90 Property types Generic classes Generic objects Walkthrough
26. The Explorer is a hierarchical list of the projects and companies in your CadTracker database The window area The window area is where you view and edit most records Window management options may be viewed by right clicking a window s tab or by clicking the Window menu The window area may be configured to show only one window at a time with the single document interface option TIP You can close a window by middle clicking the window s tab Database connections CadTracker stores its data in an SQL Server database In the File menu there are two ways to connect to databases e Connect to primary database e Connect to custom database To disconnect from the current database click File gt Disconnect To set up up database connections click File gt Set up database connections Primary databases Select the primary database connection from the list The primary database connections are stored in CadTracker s connection strings configuration file TIP IT CAD managers should edit the configuration file and copy it to the shared deployment folder Custom database Some operators may like to have their own local CadTracker database for small projects or for testing The custom database connection is useful for these types of situations as the connection details are stored in the user s application data Machine name Enter the computer name or IP address e g e XyZ server e 192 168 0 100 e asingle dot for the c
27. a new project is created the static revision codes are copied from the Configuration Each project may use different static revision codes Static revision codes cannot contain any of the following characters unc tse 3 2 Folders NOTE Standard folders can be particularly useful to help managers enforce standard folder structures for drawings documents and transmittals and to quickly copy common files such as spreadsheets documents borders or other AutoCAD blocks Project Standard folder When a new project is created you have the option to copy all folders and files from the standard project folder into the new project s folder Map drive When a project is set as the current project the project folder may optionally be mapped to a drive letter e g Ps Issue folder The issue folder defines the name of the folder where issues and transmittals are saved The path is relative to the project folder Subfolders are acceptable e g Issues Out Reports folder The reports folder defines the name of the folder where reports are saved The path may be e Absolute path e Relative to project e Relative to server Subfolders are acceptable for relative paths e g Documents Reports Server Folder optional The server folder may be used as a common resource for a project Reports folders superseded folders and drawing type border paths may be relative to the server folder Map drive When a project is set as the curren
28. acter such as the diameter or degrees symbol Windows Character Map may also be opened from this drop down Numeric text box shortcuts KEY MEANING F9 Change the sign of the current number e equivalent to pressing on a calculator T Open the calculator to add subtract multiply or divide Calculates the result in calculator mode Enter Commits a number to the text box in calculator mode Escape Cancel the calculation in calculator mode Selection list shortcuts KEY MEANING spacebar Check or uncheck the selected items double click Check or uncheck one item F4 Toggle Show checked items only View menu Multi line window tabs Select this option to display more than one row of window tabs Prompt to import document data Select this option to display more than one row of window tabs Show archived records Select this option to show archived projects in the Explorer Single document interface When this option is selected only the Start page and one other window is shown in CadTracker Opening a new window will automatically close the existing window If there are unsaved changes you will be prompted to save or discard the changes Start page Shows the Start page 2014 CadTech Software 1 CadTracker 1 2 6 1 2 7 1 2 8 Virtual drives Shows the Virtual drives window Window menu With single document interface switched off you may open many windows at the same time Click Window to see
29. ate Checked by Checked date Revision code Alternative revision code Revision status e Scale factor e Paper size Public issue history lines Public issue revisions i e Preliminary For approval For tender For construction As built or Redundant are usually mapped to a history table in the border The following revision properties may be mapped to attributes Revision code Alternative revision code Description Drawn by Checked by Approved by e Date TIP When you add a new public issue history line CadTracker tries to automatically assign the attributes based on the number format of the previous row To take advantage of this feature number your attributes sequentially e g RevCodel RevCode2 etc Plot settings CadTracker V gt Plot settings Name Type a descriptive name for the plot setting Device Select the physical or file based plot device Paper size Select the target paper size The paper sizes listed are provided by the selected device Style sheet Select the CTB or STB style sheet to use O 2014 CadTech Software AutoCAD u Plot to file Select this check box if the device selected is a file based plotter This is automatically selected for some devices Plot rotation Select the rotation for the plots Plot scale Select the plot scale Plot settings for model space drawings typically use Scale to fit while paper space drawings are commonly 1 1 TIP Using a virtual private network
30. ath may be e Absolute path e Relative to project e Relative to server Subfolders are acceptable for relative paths e g Documents Reports Server Folder optional The server folder may be used as a common resource for a project Reports folders superseded folders and drawing type border paths may be relative to the server folder Map drive Select this check box and choose a drive letter if you want to map a drive to the server folder when the project Mo is set as the current project Type a drive label or click Generate a server drive label Standards 2014 CadTech Software NN CadTracker 4 3 4 4 4 5 Folder optional The standards folder may be used as a common resource for a project The path may be e Absolute path e Relative to project Subfolders are acceptable for relative paths e g Common Standards Map drive Select this check box and choose a drive letter if you want to map a drive to the standards folder when the Mo project is set as the current project Type a drive label or click Generate standards drive label Job Map drive Select this check box and choose a drive letter if you want to map a drive to the job folder when a job is set as the current job Type a drive label or click 5 Generate a job drive label Related companies Related companies are other companies that are associated with the project When a project has related companies the company e mail addresses addres
31. bh UN H VIII IX CadTracker Project Folders Related companies Alternative revision code seed ee eee eseeseeeten tenen tanen tnt en tate rte tto st sotto se toten to sbs sonne 40 Generic data as 40 Document 42 DOCUMENT rx Eee RYE Og 42 Revision ge ERU REIR HEN IR AAE E RS IHREN 42 Related files SAE E ue nete m it enfe ee los eed ok ae eae ee 43 Issues OUt wages ansia tns aded e be eade end is dee Multiple Documents Editor Review r lated files o asta Document revision code styles uusessusssnsenssnnsensensssnsunssunennsenssunennsenssunsensensssnsensennssnsenssunssnsenssenssnsennsen 46 Document group eee i aste us eda eee bte eh Sa A ee Dee E eer 47 Job 50 AAA ae eire eee etel He RR ee be AS 50 Foldets E A A ie eee ede edente ess te ee edite 51 Drawing 54 Drawings Jeuedseteieredele ettet e arde MEE 54 i91 e rro e rp P 55 Fein kuecet tice cdas 56 Notes RevisiON AEH en nie sene EE a a e E be ie Baa aaa eae 56 Issues OUt xen edet ar tai ei eus nce AA a aia 57 Multiple Drawings Editor nuesosneeneoneonsensensnesnernernennrnennennnnsensensnernernernesnesnnnenneensensensnesnernernernennen 57 Drawing group ongencsenio e Se gei AA PEE e OA Pene 58 Printing a do 58 Model 62 Issue in Transmittal in Transmittal Documents Other items ne Ep HERE e RENE HERREN UR REPERI RECHTE Fee PROB
32. ce e mail 1 Click Add report and select a report type 2 Select a report template or create a new one 3 Select a report data filter For example o Select Project if you want to report on all items in the project o Select Jobs if you want to report on all items in one or more jobs o If you selected a document report select Documents if you want to report on one or more documents o If you selected a drawing report select Drawings if you want to report on one or more drawings NOTE The drawings to be issued will be pre selected O 2014 CadTech Software CadTracker 10 1 5 10 1 6 10 1 7 10 1 8 10 1 9 4 Click OK Reports are created in a Reports subfolder in the issue folder The reports are not listed in the issue or transmittal advice documents nor are they included the transmittal zips As they are sent with the issue advice e mail recipients who are selected as advice only will also receive the reports Add other attachments to send Add any other file to be included in the issue Select the e mail recipients Select the company and or contact e mail addresses to send the issue to Recipients may be To Cc carbon copy or Bcc blind carbon copy Advice only Some recipients need to be advised when new revisions have been issued but do not need to receive the drawing or document files Advice only recipients are sent the issue advice e mail but not the transmittal e mails The issue advice e mail also
33. dard drawing types Tools Drawing Types Project drawing types To add edit or delete project drawing types edit the project and select the Drawing types tab When creating or editing a drawing record project drawing types may be selected from the list They are shown in the same order as they appear in the Drawing types tab so move the most common types to the top of the list Border path The path to the DWG file to be used as the border for this drawing type The path may be e Absolute path e Relative to project e Relative to server Subfolders are acceptable for relative paths e g Borders VA1Standard dwg IMPORTANT The selected DWG file must match an existing border record name Only the file name must match not the full path For example the following border paths will use the same border setup e NAS Borders AlStandard dwg e Server Common AlStandard dwg e Title blocks AlStandard dwg Relative to project If the border has not been set up do that first Then click Re validate border path Plot settings Physical plotter Select a plot setting to be used when drawings of this type are plotted to a physical plotter PDF Select a plot setting to be used when drawings of this type are plotted to PDF DWF Select a plot setting to be used when drawings of this type are plotted to DWF 2014 CadTech Software Ez CadTracker 2 4 Issue advice templates Tools gt Issue gt Out gt Advice t
34. der in the form job number job name or job number job internal name if the project has an internal name Click ES Create folder to create the suggested job folder If a standard folder has been set up in the Configuration you may click 2 to copy files and folders from the standard job folder Drive label If the project has set up a mapped drive for jobs type a drive label or click Generate default drive label Reports folder The reports folder defines the name of the folder where job reports are saved The path may be e Absolute path e Relative to job e Relative to project e Relative to server Subfolders are acceptable for relative paths e g Documents Reports Superseded folder The superseded folder is where superseded drawings models and file based plot files aremoved when a drawing is revised The path may be e Absolute path e Relative to job e Relative to project e Relative to server Subfolders are acceptable for relative paths e g Drawings VSuperseded 2014 CadTech Software Drawing CadTracker 7 7 1 Drawing A drawing is a record of a deliverable item with a border A drawing record represents one of the following e a DWG file with a border in model space or e a border in a paper space layout tab inside a model Drawing records can only be created through AutoCAD The drawing property window has several tabs e Drawing e Operators e File info e N
35. ders are acceptable for relative paths e g Drawings Superseded O 2014 CadTech Software Configuration 33 3 3 Operators Operator aliases Each drawing may have up to seven operators Your company may use different names for one or more operator roles or there may be a special operator role that is unique to a particular client or project Drawing edit and rev up windows will display these aliases in place of the standard names For example a client may require two approvals per drawing Project approved by and Technical approved by You could use the Approved by property for Project approved by and the Directed by property for Technical approved by When a new project is created the operator aliases are copied from the Configuration Each project may use different values Default public issue operators When a drawing is revised to a public issue revision i e Preliminary For approval For tender For construction As built or Redundant the following values may be entered e Issue drawn by e Issue checked by e Issue approved by e Issue verified by The Operators tab lets you define the default operator for each of these fields The default operator may be the Current operator or a contact from your company or another company who has been set up as an operator 3 4 Status descriptions When a new project is created all of the following status descriptions are copied from the Configuration Each project may use diffe
36. directly or indirectly by this document Printed August 2014 in Australia Special thanks to The team at CadTech Software and our valued testers and contributors including Softbiz MaxCAD Sun Engineering HF Hand Constructors Allied Drafting Services Lindsay Dynan Cool Air Solutions Contents 5 Table of Contents I 1 About CadTracker 2 II no vu Bb WN H Ill no vu A UN IV Introduction Getting started Database connections Explorer Start page Shortcuts View menu WN PA see eee a ess TNE RR MATE EDITI T c ib Tips for managers iS Uses e e b EE E see Ne aveo ee PEU SH ENHEE Getting help Tools menu Common values Drawing titles 3 and 4 Drawing types Issue advice templates Scales Operators Report templates Configuration Drawings revisions Drawing name format Plot name format eerte SP N Revision options Work in progress character sass ccsssososssessecevessavendessoncsoscesescenseeccsasonavnzsncdenecnd shesnsenendescuyenssecedasensdsesseseeserte 30 Check ptint charadter anna een Pee EU Eee eee e IE eU Ie PENIS ANTERIORE ERENIER Check approved character Revision letters to omit Static revision codes Folders Operators e Status desd PUoNS iii id E mail ra 34 Reports dins 35 Miscellaneous RN 35 Project 38 6 oN O Uu B UN H X vun m S VII O ON DU
37. dress types Phone number types Drawing titles 3 and 4 Drawing titles are usually mapped to border attributes Titles 1 and 2 are usually the project and job names respectively Common values for drawing titles 3 and 4 may also be set up There is a list of standard drawing titles and each project also has its own list of drawing titles When a new project is created all of the standard titles are copied into the project Changes made to a project s drawing titles do not affect the standard list or any other project s drawing titles Standard drawing titles Tools gt Drawing gt Titles 3 Tools Drawing Titles 4 Project drawing titles To add edit or delete project drawing titles edit the project and select the Drawing titles tab When creating or editing a drawing record project drawing titles may be selected from the lists They are shown in the same order as they appear in the Drawing titles tab so move the most common titles to the top of the list 2014 CadTech Software Tools menu 2 3 Drawing types A drawing type associates a border DWG file to plot settings for physical DWF and PDF plots There is a list of standard drawing types and each project also has its own list of drawing types When a new project is created all of the standard drawing types are copied into the project Changes made to a project s list of drawing types do not affect the standard list or any other project s drawing types Stan
38. e Generic data DEM 14 7 Walkthrough In this walkthrough we will create a new generic class to record data about fan units for ducted air conditioning systems and create two new fan records in a project For each fan unit we want to record the following data PROPERTY DATA TYPE Reference number Text Fabricator name Text Catalogue number Text Air quantity L s Decimal Power kW Decimal Mass kg Decimal Power phase Categorical Technical data sheet URL Comment Multi line text NOTE Some of the unit types categorical data types and property types may already be included in CadTracker by default For the purposes of this walkthrough we will assume they are not present and need to be added Unit types First we will add litre per second kilowatt and kilogram to the list of unit types 1 Go to Tools Generic data Unit types 2 Click Add new 3 In the Name box type litre per second 4 In the Symbol box type L s 5 Repeat steps 2 to 4 for kilowatt kW and kilogram kg 6 Click OK to save the changes Categorical data types Next we will add a new categorical data type for Power phase 1 Go to Tools Generic data Categorical data types 2 Click 3 New 3 Type Power phase in the Name box 4 Click Add new 5 In the Code box type 1 6 In the Value box type Single 7 Repeat steps 4 to 6 for Code 3 Value Three 2014 CadTech Software NN CadTracker 8 Click OK to save the changes Proper
39. e Edit titles buttons to edit multiple title lines together If you are copying title values from a document register or a drawing title block click one of the I Paste clipboard contents to titles and CadTracker will attempt to split the titles into multiple lines automatically Notes Document notes may be included in document register reports Notes may also be edited with the Multiple Documents Editor Revisions The revisions tab shows a full history of the document s revisions The grid is read only to edit a revision select a row and use the controls below Auto sort revisions Click 21 Auto sort revisions to sort the revisions using the most common revision code sequence i e alpha codes followed by numeric codes Revision code required The document s revision code e g A or 1 1 Description Type or select a description from the list The list shows all of the standard document revision descriptions plus the non standard descriptions that have been used in this project 2014 CadTech Software Date The date on which the document revision was created Status The status of the document for this revision File name required The absolute or project relative path to the file Notes Revision notes may be included in document register reports IMPORTANT If the document has already been issued and you need to edit any of these values you may need to re issue the document You can check if a revision has been iss
40. e and time when the project was first saved O 2014 CadTech Software Archived When a project is archived it will not be visible in the Explorer unless the View menu has Show archived records selected Edit all drawings in this project Opens the Multiple Drawings Editor for all drawing records in the project 4 2 Folders Project Folder The root folder where all of the project s files and folders are stored If you have entered a server folder or it has been copied from the server folder in the Configuration CadTracker may suggest a project folder in the form server folder gt lt project number project name or server folder gt lt project number lt project internal name if the project has an internal name Click Br Create project folder to create the suggested project folder If a standard folder has been set up in the Configuration you may click 73 Copy files and folders from the standard project folder Map drive Select this check box and choose a drive letter if you want to map a drive to the project folder when the project o is set as the current project Type a drive label or click Generate a project drive label Issue folder The issue folder defines the name of the folder where issues and transmittals are saved The path is relative to the project folder Subfolders are acceptable e g Issues Out Reports folder The reports folder defines the name of the folder where reports are saved The p
41. e generic object property window RECOMMENDED Include the unit type in the property name to distinguish similar properties e g Mass g Mass kg Mass t Data type The data type that this property may store Categorical data type If Categorical is selected as the data type a categorical data type must be selected Unit type The unit type of the property 14 5 Generic classes A generic class is a template which describes a type of object Name The name of the generic class The singular form of the noun is recommended e g Fan rather than Fans or Fan data Properties A generic class can contain zero or more property types Each property may enforce minimum and maximum values based on the property s data type When a generic object property has an invalid value an error icon and message is displayed O 2014 CadTech Software DN CadTracker 14 6 Generic object properties are displayed in the order that they appear in the generic class Use the T Move up and Y Move down buttons to sort the properties Integer value Integer properties may enforce minimum and maximum values For example an Air quantity L s property for a Fan class may specify a range of valid values of 5 100 L s Decimal value Decimal properties may enforce minimum and maximum values For example a Mass kg property for a Fan class may specify a range of valid values of 0 1 500 kg String length String properties have a data type tha
42. e may provide various options relating to data or presentation O 2014 CadTech Software Configuration wu CadTracker 3 3 1 3 1 1 3 1 2 Configuration Tools gt Configuration The Configuration has many important options Most of the options serve as default values for new projects Setting up the Configuration correctly will allow you to create new projects more quickly There is only one Configuration for each CadTracker database which is shared by all users Drawings revisions The Drawings revisions tab in the Configuration is used to define default values for new projects When a new project is created all of the values are copied from the Configuration into the project Each project may use different values Drawing name format The drawing name format defines the default format for new drawing names When a new project is created the drawing name format is copied from the Configuration Each project may have a different default format and the project s format may be changed for any drawing when it is first created Every drawing name format must have one lt DrawingNo gt drawing number and one lt RevCode gt revision code keyword placeholder Click Insert keyword placeholder to see a list of standard keyword placeholders that may be inserted Drawing name formats cannot contain any of the following characters V iz 2 xps When a border is added and a new drawing is created in the model
43. ed with the selected styles TIP If you are importing documents that do not have revision codes such as photos uncheck all styles Use prefix suffix Most file name formats use one or more characters before the revision code and sometimes one or more characters after the revision code Prefix One or more characters that mark the start of the revision code Suffix One or more characters that mark the end of the revision code Require preceding digit This option ensures that a number occurs immediately before the revision code prefix For example with a dash as the prefix 123 A Model would be parsed as Number 123 Revision code A Use format A custom format allows a greater degree of control of the file name format The format characters are Specifies zero or more characters at the start of the file name which do not form part of the number or revision code This effectively forces CadTracker to parse the file name in reverse order Format may only contain one character at the start Specifies a single character which does not form part of the number or revision code and should be ignored 2014 CadTech Software Document N Specifies a single character which forms part of the number At least one N character is required if no character is present Multiple N characters must be in a single sequence R Specifies a single character which forms part of the revision code At least one R character is req
44. efault description to reset the value Drawn by Select the operator who drew this revision or type an operator code 2014 CadTech Software CadTracker 11 4 Checked by Select the operator who checked this revision or type an operator code Approved by Select the operator who approved this revision or type an operator code Alternative revision code Plot Select the plot options Save new group Rev up multiple drawings only You may save a new drawing group for the selected drawings Type a group name or select and update an existing group name The new group name must be unique the list of existing names makes it easier to create sequentially numbered groups Purge items not used in the drawing Select this check box to run the AutoCAD purge command as the drawing is revised Revision notes Optionally record notes about the new revision Revision notes can be included in drawing register reports Drawings Rev up multiple drawings only Select the drawings to revise You may select drawings by loading one or more drawing groups Plot Plot to PDF Plots the drawing in the current layout using the PDF plot setting assigned to the drawing s type PlotToPdf c Plot to DWF Plots the drawing in the current layout using the DWF plot setting assigned to the drawing s type PlotToDwf El Plot this drawing Plots the drawing in the current layout to a physical plotter PDF or DWF CTRK Plot dEl Plot multiple d
45. emplates Issue advice documents may be customised using templates Template name Type a name that briefly describes the template This will help your operators choose the correct template when creating an issue Each project can also set a default issue advice template Show line number Select this check box to show a line number for each transmittal item This can be useful when manually checking large numbers of items Show type Select this check box to show the Type column which describes the type of the transmittal item i e Drawing Document or Attachment Show file name Select this check box to show the File name column which displays the file name of the transmittal item NOTE Some offices prefer not to show the file name column as it may be inferred from the number and revision code However the file name may be unrelated to the number and revision code For example consider a paper space drawing in a 2D model If you select the DWG file to send it is very unlikely that the file name will match the drawing number In cases like this it is better to choose a template which displays the file name Show title 1 Select this check box to show the Title 1 field For drawings and documents title 1 is usually the project name For a particular issue if you know that none of the drawings have used different values for title 1 you could use an advice template which does not show title 1 Show title 2 Select this check box to s
46. f a drawing is revised from check print revision Ac to Check approved and the project s check print character is c the drawing s new revision code would be Aa When a new project is created the check approved character is copied from the Configuration Each project may use a different check approved character The check approved character cannot be any of the following characters 1234567890 lt gt Revision letters to omit Letters in the list of revision letters to omit will not be used as revision codes for any revision of a drawing in the project The default values are IOW to avoid confusion with the numbers 1 and O and the letter w which is the default work in progress character For example if a project defines as a revision letter to omit and a drawing is revised from revision H to the next letter revision the drawing s new revision code would be J letter would be automatically skipped When a new project is created the revision letters to omit are copied from the Configuration Each project O 2014 CadTech Software Configuration 31 may use different revision letters to omit 3 1 8 Static revision codes Static revision codes may be defined for As built or Redundant revisions For example if a project has enabled AB as the static revision code for as built revisions all drawings revised to As built will have the revision code AB regardless of what the previous construction revision codes were When
47. fore the revision code in DWG PDF and DWF file names and in paper space layout tab names The default value is Revision code suffix This value is displayed after the revision code in DWG PDF and DWF file names and in paper space layout tab names The default value is J Work in progress Check print Check approved Preliminary revisions use e Forapproval revision code e P1 P2 P3 etc For tender revisions use e Forapproval revision code e T1 12 T3 etc For construction revisions use e Numbers e Letters Revision letters to omit Single letter prefix Some offices require single letter revisions to be preceded by a specific character in file names such as zero to make files sort in a certain way Numeric revisions start at e Zero e One Minimum digits Numeric revisions may be configured with or without leading zeroes e g 1 02 003 or 0004 New revisions default to e Work in progress e Current revision type If Current revision type is selected when the Rev Up This Drawing dialog is displayed in AutoCAD the Rev up to box will default to the drawing s current revision type e g For approval For approval For construction For construction As built revisions display e All public issue history lines e As built revision only If As built revision only is selected when a drawing is revised to As built all previous revision history lines will 2014 CadTech Software wu CadTracker 3
48. g type controls which plot settings are used for physical DWF and PDF plots Scale factor When you add a border and create a new drawing the scale factor is pre filled with the dimscale of the DWG If you change the DWG s dimscale later the drawing record will not be automatically updated The scale factor 2014 CadTech Software Drawing ss may be mapped to an attribute in drawing borders 7 2 Operators Each drawing may have up to seven operators e Drawn by e Checked by Approved by Designed by Verified by Directed by Authorised by Operator aliases may be set up in the Configuration or in each project Each operator has the following properties Name The name of the operator or blank if the code does not match an operator Code The code of the operator This is usually mapped to an attribute in drawing borders Date The date on which the operator performed this action This may be mapped to an attribute in drawing borders Certification The certification number of the operator This may be mapped to an attribute in drawing borders Signature The signature may be the name or initials of the operator entered as text or a link to an image of a scanned signature or company logo Recommendations for signature images If the signature property is mapped to an attribute in a drawing border the image is attached to the DWG at the insertion point of the attribute definition and scaled to the scale factor of t
49. he border block reference Images should be sized for 300 DPI output so that they look crisp when plotted to paper PDF or DWF The following formulae can be used to work out the required pixel dimensions of the image Millimetres Width desired width in mm 25 4 x 300 Height desired height in mm 25 4 x 300 Inches Width desired width in inches x 300 Height desired height in inches x 300 For example if you want a signature image to fill a space that is 20mm wide and 5mm high the image dimensions must be no larger than 20mm 25 4 x 300 236 pixels width 5mm 25 4 x 300 59 pixels height O 2014 CadTech Software MEM CadTracker 7 3 7 4 1 3 File info Name The current name of the drawing Folder The absolute or relative path of the folder where the drawing s DWG is located If the DWG file has been moved click ES Browse folder to re select the DWG s folder If the folder is an Absolute path you may click Scan for relative path to scan for a path relative to the project or job folders File path The full path of the drawing s DWG or the model DWG if it is a paper space drawing Border path The full path of the border DWG Notes Drawing notes may be included in drawing register reports Notes may also be edited with the Multiple Drawings Editor Revisions The revisions tab shows a full history of the drawing s revisions The grid is read only to edit a revision select a row and use
50. how the Title 2 field For drawings and documents title 2 is usually the job name For a particular issue if you know that none of the drawings have used different values for title 2 you could use an advice template which does not show title 2 Show title 3 Select this check box to show the Title 3 field For a particular issue if you know that none of the drawings have values for title 3 you could use an advice template which does not show title 3 Show title 4 Select this check box to show the Title 4 field For a particular issue if you know that none of the drawings have values for title 4 you could use an advice template which does not show title 4 Title display style Select one of the following e Separate cells in columns to create columns for each of the visible title columns or e One cell with multiple lines to create one title column and display the visible titles vertically Page orientation Portrait works well for templates that do not display every column If the template has many columns or a project has long number or column values Landscape may be a better choice Additional columns O 2014 CadTech Software Tools menu Additional columns are added to the right hand side of the transmittal table in the issue and transmittal advice documents Additional columns may be useful for handwritten notes annotations or stamps Column name The name that will appear in the column header Width mm Use Auto to
51. ick View out issue to open the issue property window for the selected row 5 5 Multiple Documents Editor Many properties may be edited quickly with the Multiple Documents Editor The Multiple Documents Editor can be used to add new or edit existing documents To launch the Multiple Documents Editor right click a documents in the Explorer and doing one of the O 2014 CadTech Software NN CadTracker following e Click New Open Multiple Documents Editor to add new documents e Click Edit Open Multiple Documents Editor to edit existing documents NOTE The Multiple Documents Editor can also be launched from the Documents tab in the transmittal in property window Editable properties e Category e Subcategory e Area Number Alternative number Title 1 Title 2 Title 3 Title 4 Notes Revision code Revision description Revision date Revision status Revision file name Revision notes Related file code Related file name e Related file review required Auto sort revisions A m Click Z Auto sort revisions to sort the revisions for all of the selected documents Create PDF binder Click iz Create PDF binder to create a PDF file containing all of the selected documents NOTE This only works for PDF files Edit multiple values simultaneously To edit multiple values at the same time select multiple rows and edit a property Copy values to selected items To copy a property value from one item to other items
52. in a signature Outlook has a hidden option to enable or disable this feature CadTracker allows you to enable or disable automatic signatures for the current user Outlook must be restarted for the change to take effect O 2014 CadTech Software Configuration 35 3 6 Reports The following values are used to set up reports generated by CadTracker such as issue and transmittal advice documents drawing registers and document registers Company logo file name Select an image file to use as your company logo NOTE For best results use a PNG file that is at least 250 pixels wide or 100 pixels high and has a transparent background Supported file types are Bitmap bmp Device independent bitmap dib MS Paint msp Tagged Image File Format tif tiff Joint Photographic Experts Group jpg jpeg Portable Network Graphics png MacPaint mac Macintosh Pict pct Company contact details Address Select Not used or one of your company addresses Phone Select Not used or one of your company phone numbers Fax Select Not used or one of your company phone numbers E mail Select Not used or one of your company e mail addresses Include website Select this option to include the website entered into your company record 3 7 Miscellaneous AutoCAD Command line switches In the Explorer when you click Launch AutoCAD these command line arguments are used when starting the application
53. in any of the following characters IIS ev Alternative number For some projects clients may provide their own job numbers The alternative number may be mapped to an attribute in drawing borders Alternative numbers cannot contain any of the following characters V S ode sjen Name required The job name is optionally displayed on reports It is usually mapped to an attribute in drawing borders The name is displayed in the Explorer if the job does not have an internal name Internal name If a job has an internal name the internal name is displayed in the Explorer instead of the job name Internal names can be useful when you want to abbreviate very long names or when you simply refer to the job internally by a different name Date created The date and time when the project was first saved Use project name as title 1 Drawings may have title 1 values which are not identical to the project name Click this button to use the project name for all drawing title 1 values Use job name as title 2 Drawings may have title 2 values which are not identical to the job name Click this button to use the job name for all drawing title 2 values Edit all drawings in this job 2014 CadTech Software 6 2 Job Opens the Multiple Drawings Editor for all drawing records in the job Folders Folder The root folder where all of the job s files and folders are stored CadTracker may suggest a job folder relative to the project fol
54. ion to this help file you can also access video tutorials the user forum and CadTech Software support This help file is the best way to get started It will provide all the information you need to learn and use CadTracker Before contacting support please search for the information here or on the user forum Displaying the help The quickest way to display the help is to press F1 or click Help gt View help If context sensitive help is available it will be displayed automatically IMPORTANT The following internet resources are not yet available Video tutorials You can view video tutorials for some of more complex CadTracker processes at cadtracker com au home support Contacting CadTech Software support Support is available from the team at cadtracker com au home contact Print the user guide The CadTracker PDF user guide is included in the CadTracker installation folder or you can download it from cadtracker com au userquide 2014 CadTech Software Tools menu 2 CadTracker 2 2 1 2 2 Tools menu The Tools menu contains many configuration items and some commands too Common values Lists of common values may be set up for many properties via the Tools menu Document e Areas Categories Subcategories Titles Related file codes Revision statuses Drawing e Categories e Revision descriptions Issue e In Subjects e Out gt Categories e Out gt Subjects Address types E mail ad
55. issue 75 quick print DWF 58 quick print DWG 58 quick print PDF 58 refresh border 77 re number 78 replace border 77 revup 75 revise 75 revision description 22 scale factor 25 54 74 tile 22 54 74 type 54 drawing group 58 77 drawing name format 28 drawing operators certification 55 code 55 date 55 name 55 signature 55 drawing revision alternative code 56 approved by 56 as built 56 checked by 56 date 56 description 56 drawn by 56 notes 56 verified by 56 drawing title project 22 standard 22 drawing type plot setting 23 project 23 standard 23 E e mail 34 e mail address type 22 explorer 13 F folder job 31 39 project 31 39 server 31 39 standards 31 39 folders job 51 I identity data add 79 audit 79 delete 79 edit 79 issue advice template additional columns 24 name 24 page orientation 24 show filename 24 show title 24 showtype 24 title display style 24 issue in advice file name 64 advice memo 64 date created 64 date received 64 e mail message 64 from 64 number 64 subject 22 64 issue out 34 68 category 22 issue out 34 68 subject 22 job 50 alternative number 50 internal name 50 Multiple Drawings Editor 50 name 50 number 50 job folders reports 51 superseded 51 L logo 35 model create 75 identity data 79 import 79 re select DWG file 62 scan for relative path 62 Multiple Documents Editor adding new documents 43 auto sor
56. k E Browse border to select the new border DWG file Replace e All borders e Matching borders Select Matching borders if you want to replace only borders with existing block names that match the new border s block name For example let s say you have updated border A1Standard dwg with a client logo and some new attribute mappings and every drawing in the job that used AlStandard needs to be updated with the new border so you select all the drawings With Matching borders selected every drawing that has a border block named AlStandard will have its border replaced with the new one all other borders will remain unchanged O 2014 CadTech Software CadTracker 11 7 11 8 Re number drawing CadTracker Y gt Re number drawing Re number this drawing Re numbers the drawing in the current layout and renames the DWG if necessary CTRK ReNumber Re number multiple drawings Re numbers multiple drawings and renames the DWGs if necessary CTRK ReNumberMultiple New number Enter the drawing s new number Drawing name format Optionally modify the drawing name format Import drawing Sometimes you may need to import drawings that were not created with CadTracker CadTracker Y gt Import drawing Import this drawing Imports the drawing in the current layout to the CadTracker database CTRK ImportDrawing Import multiple drawings Imports multiple drawings to the CadTracker database CTRK_ImportMultiple The import process
57. ker To create a report do one of the following e Select an item in the Explorer right click the item click LJ Create report and then click the desired report type e View an item folder s list window click Lil Create report and then click the desired report type The reports are context sensitive i e the item currently selected in the Explorer determines what data will be included in the report For example if you right click a project item in the Explorer and create a document register the report will include every document in the project For example if you right click an El Administration documents folder and create a document register only documents categorised as Administration will be included in the report The Create Report window allows you to select an existing template create edit delete and customise templates Customise template Click Customise template to make changes to an existing report template The edited template may only be saved as a new template to prevent the original template from being accidentally overwritten Click Create report to see how the changes will look TIP When you are happy with your report templates encourage your CadTracker operators to use the Customise template option to make one off reports rather than editing the templates O 2014 CadTech Software Generic data DE CadTracker 14 14 1 14 2 14 3 Generic data CadTracker includes a comprehensive system
58. l list of the projects and companies in your CadTracker database Buttons There are six buttons at the top of the Explorer 2014 CadTech Software u CadTracker 0 New View Edit X Delete Refresh Y Set current project and job Launch AutoCAD The buttons are context sensitive i e the item currently selected in the Explorer determines what action the button will perform Tool tips display what action will be performed when a button is clicked The hierarchy of items E Projects lt Project gt El Documents E Groups Document group gt IE Document category El Document subcategory gt Document area E lt Document gt E lt Document gt Generic data T lt Generic objects folder gt Generic object Generic object T lt Generic objects folder gt Generic object Generic object y Issues E In E lt From gt a Issue in A Issue in E lt From gt a lt Issue in gt A Issue in IB out E lt Category gt E3 Issue out I lt Cancelled issue out E lt Category gt GI lt Cancelled issue out El Issue out El Jobs O 2014 CadTech Software Introduction 15 El Job Lm Drawings E Groups Drawing group Drawing group E lt Category gt ad lt Drawing gt ad lt Drawing gt E lt Category gt ad lt Drawing gt ac lt Drawing gt Models 1 lt Model gt Ei lt Model gt E Companies A lt Company gt E contacts lt Contac
59. let the table auto size the column or specify the width of the column in millimetres Left border Prints a vertical border on the left hand side of the column Borders may be useful for handwritten notes annotations or stamps 2 5 Scales Tools Scales These are standard scales for drawing Scale factor values 2 6 Operators Tools Operators Each drawing and revision has a list of operators These values may be entered manually but are usually entered by selecting an operator from the list Contacts may be set up as operators with codes a certification number and a signature Click Add new to select contacts to set up as operators Click X Delete to delete a contact from the operators list Code for drawings This code is used for drawing operator properties e g Drawn by or Checked by Many borders allow sufficient space for the drawing operator codes to use a full surname e g C S LEWIS This code may be up to 20 characters Code for revisions Codes for revisions may be up to 20 characters but are typically only two or three i e the person s initials Long codes may not fit in the space allocated in drawing borders IMPORTANT UPPER CASE codes are recommended as this is usually required to meet national drafting standards TIP Use full stops with no spaces when abbreviating a first or second name but with a space before the surname e g C S LEWIS Eschew the full stops when using initials alone e g CSL
60. lready be a connection strings configuration file in the shared deployment folder If a config file is present in this folder it will be copied automatically by CadTracker s client application installer Edit the XML configuration file and enter the connection strings for all of the CadTracker databases that will be used in your company To connect to an SQL Server database add namez connection name gt connectionString Data Source machine name instance name gt Initial Catalogz database name gt uid lt user name pwdz password providerName System Data SqlClient gt To connect to an Azure SQL database O 2014 CadTech Software Introduction 19 lt add name lt connection name gt connectionString Data Source tcp lt server name gt database windows net 1433 Database lt database name gt uid lt user name 9 server name gt pwd lt password gt Trusted_Connection False Encrypt True Connection Timeout 30 providerName System Data SqlClient gt TIP In the CadTracker installation folder there is a console application named CadTechSoftware ConnectionStringsEditor which can help you create or edit connection string configuration files There may also be a copy of this application in the shared deployment folder Double click the application or run CadTechSoftware ConnectionStringsEditor to display help 1 3 Getting help There are a number of different sources of help in CadTracker In addit
61. o or more values may be independently selected When only a single value is allowed all possible values are displayed in a list and one value must be selected 2014 CadTech Software Generic data a Examples of single value categorical properties include e The profile of a piece of air conditioning duct Rectangle Circle or Flat oval e The blood type of a person A B AB or O e The state of a postal address in Australia ACT NSW NT QLD SA TAS or WA Allow multiple values to be selected When multiple values may be selected each possible value is displayed as a check box and each value may be independently selected or cleared Examples of multiple value categorical properties include e Blank off plates for an air conditioning grille North South East West e Caraccessories Headlamp protectors Roof racks Towbar NOTE Codes are automatically generated for categorical data types which allow multiple values to be selected Code The code is the integer that is stored in the database to represent the selected value Value The value is the human readable text that is displayed to the operator 14 4 Property types Generic classes can contain zero or more property types Property types may be shared between many generic classes For example a Mass kg property type could be included as a property for Beam Car and Fan classes Name The name of the property This is the value that is displayed to the operator in th
62. on of an existing document but it was not correctly matched to an existing document select the row in the New documents tab and click Move to new revisions tab Select the correct document and the file will be added as a new revision If you know a file is a new document but it was incorrectly matched to an existing document select the row in the New revisions tab and click Move to new documents tab 2014 CadTech Software as CadTracker 5 6 5 7 Review related files To review related files which have been flagged for review in the Explorer right click a documents item and click Review related files Select a row click Open related file and Open document to open the files and review them Clear Review required when you are satisfied that the related file is up to date Document revision code styles Revision code styles may be selected and edited to help CadTracker parse document numbers and revision codes Any changes or new styles are remembered only for the current CadTracker session This means you can add remove or edit styles to suit a particular set of documents that you wish to import CadTracker will attempt to parse each document using the selected styles in the order in which they appear until a value is found for both the number and revision code Sometimes you may need to break up a large group of documents into smaller groups with similar file name formats The Preview shows how the documents will be pars
63. otes e Revisions e Issues out Drawing Category It can be helpful to organise drawings into categories Type or select a category from the list The list shows all of the standard drawing categories plus the non standard categories that have been used in this project Number The drawing s primary identifier It should be mapped to an attribute in drawing borders Alternative number For some projects clients may provide their own drawing numbers The alternative number may be mapped to an attribute in drawing borders When drawings are issued they may be sent using alternative numbers for zip item names Title 1 Title 1 defaults to the project name but it may be edited If title 1 differs from the project name you may click Mo Use project name as title 1 If title 1 is identical to the project name this button will be disabled Title 1 is usually mapped to an attribute in drawing borders Title 2 Title 2 defaults to the job name but it may be edited If title 2 differs from the job name you may click a Use the job name as title 2 If title 2 is identical to the job name this button will be disabled Title 2 is usually mapped to an attribute in drawing borders Title 3 optional Type or select a title from the list Title 3 is usually mapped to an attribute in drawing borders Title 4 optional Type or select a title from the list Title 4 is usually mapped to an attribute in drawing borders Drawing type The drawin
64. ows you to create new AutoCAD attributes in the current DWG document and map them automatically into the current border record Select the attributes you wish to create from each tab and enter the number of issue lines to create if you have selected any issue line attributes Click OK and the attributes will be added to the current layer Move recolour or switch the layer of the attributes if necessary Border Name read only The border name is the name of the DWG file without the dwg extension Last file path read only The full path of the DWG file that was last used to edit this border record Paper size Enter a paper size for this border If the Paper size attribute property is mapped to an attribute the attribute is populated with this value Showing the original paper size is important if you are mapping the Scale factor property Project The following project properties may be mapped to attributes e Number e Alternative number e Name e Internal name e Extended data Job The following job properties may be mapped to attributes Number Alternative number Name Internal name Number name Drawing The following drawing properties may be mapped to attributes e Category e Number 2014 CadTech Software e CadTracker 11 13 e Alternative number e Title al e Title2 Title 3 Title 4 Sheet number Sheet total Sheet number total Drawing type Scale factor Notes Drawn by Drawn d
65. rawings Plots multiple drawings to a physical plotter PDF or DWF CTRK PlotMultiple Plot Select the Physical plottor PDF or DWF plots you wish to produce Plots will be produced using the plot settings assigned to the drawing s type Custom Occasionally you may want to produce one or more plots using different settings e g using a different physical plotter or a different style sheet O 2014 CadTech Software AutoCAD 11 5 Refresh border Refresh this border Refreshes the attributes in this drawing s border with the current values from the CadTracker database CTRK RefreshBorder Refresh multiple borders Refreshes the attributes in multiple drawing borders with the current values from the CadTracker database CTRK RefreshMultiple Refresh multiple borders Select one or more drawings You may select drawings by loading one or more drawing groups Purge items not used in the drawing Select this check box to run the AutoCAD purge command as the drawing is revised Plot Select the plot options 11 6 Replace border CadTracker Y gt Replace border Replace this border Replaces the border for the drawing in the current layout with a different border block CTRK ReplaceBorder Replace multiple borders Replaces the borders for multiple drawings with a different border block CTRK_ReplaceMultiple New border Name The name of the new border file The name must match an existing border record name Path Clic
66. rent values Status descriptions are required for the following revision types Work in progress Preliminary For approval For tender For construction As built Redundant Check print suffix Check approved suffix The Check print suffix and Check approved suffix values are appended to the current status description of a revision IMPORTANT UPPER CASE status descriptions are recommended as this is usually required to meet national drafting standards 2014 CadTech Software a CadTracker 3 5 E mail If you want to e mail issues and transmittals directly from CadTracker you must set up an e mail account E mail address The from address for the e mail message If Send with Outlook is selected as the issue e mail type CadTracker will search for this e mail account in Outlook If the account is not set up for the current user the default e mail account will be used Display name The display name associated with the e mail address This is typically your company name User name The user name for the SMTP server credentials Password The password for the user name associated with the SMTP server credentials SMTP server The name or IP address of the host computer used for SMTP transactions e g mail bigpond com Issue e mail type When a new project is created the issue e mail type is copied from the Configuration Each project may use a different issue e mail type This is the default value for a new issue
67. roject and job NOTE This allows switching to a project that does not have any jobs The Explorer only allows setting the current project and job by selecting a job Virtual drives Shows the computer s currently mapped virtual drives Click Change or double click the tile to view the Virtual drives window Click on a virtual drive letter or the physical path to open the folder in File Explorer Show page on startup Select this check box to show the Start page when CadTracker starts Shortcuts General shortcuts KEY MEANING F1 Display context sensitive help F3 Ctrl E Ctrl F Activate the Search box Ctrl 0 Open selected documents or drawings Ctrl Shift 0 Open each selected drawing in a new instance of AutoCAD If no drawings are selected a new AutoCAD instance is launched with the working directory set to the current job Ctrl S Save the active record Ctrl F4 Close the active window O 2014 CadTech Software 1 2 5 Introduction Text box and drop down list shortcuts KEY MEANING Ctrl U Convert the selected text or the next character if nothing is selected to lower case Ctrl Shift U Convert the selected text or the next character if nothing is selected to UPPER CASE Ctrl Shift S Convert the selected text or all characters if nothing is selected to Sentence case Ctrl Shift T Convert the selected text or all characters if nothing is selected to Title Case F8 Displays a drop down to insert a common char
68. s of existing documents The Multiple Documents Editor is the fastest way to record transmittal items as new documents or new revisions Click New gt Select document files to get started If you have already entered the documents then you may select a document revision to link it to this transmittal Click New Include an existing document revision in this transmittal and select the documents to be linked 9 1 3 Other items If there were any other files that were received with the transmittal but you do not want to record them as documents you may record the files as other items 2014 CadTech Software Issue out ION CadTracker 10 10 1 10 1 1 Issue out An issue out is a collection of files to be sent to one or more recipients Each issue is made up of one or more transmittals and each transmittal has one or more transmittal items A transmittal item may be a drawing a document or any other file To create a new issue launch the create issue wizard Create issue The issue wizard leads you through steps required to create a new issue How to create a new issue out Do one of the following e On the Start page under Quick links click E Create issue or e In the Explorer right click the project item then click El Create issue The steps in the wizard are Select or type a subject Select drawings to send Select documents to send Create reports to send Add other attachments to send
69. s that are unrelated to their numbers you will need to use the file name column If there is a file name column in the spreadsheet file CadTracker will first look for a matching record using the file name If a match cannot be found it will then search by the number column IMPORTANT Avoid using merged cells whenever possible as they may produce unexpected results XLS and XLSX files XLS and XLSX files will only work if Microsoft Excel 2007 or later is installed If an XLS or XLSX file is selected CadTracker will attempt to convert the file to a CSV file first If you have trouble importing data from an XLS or XLSX check the formatting of the spreadsheet save it as a CSV file and try again with the CSV file Don t show this again Select this option to suppress this message in the future The message may be switched on again by clicking Prompt to import document data in the View menu Adding new documents The Multiple Documents Editor is the fastest way to add new documents or new revisions of documents CadTracker will attempt to parse the document number and revision code from the file name using the most common naming conventions If the number matches an existing document record in the project the file will be added as a new revision of that document It will be displayed in the New revisions tab If a file has not been matched to an existing document it will be displayed in the New documents tab If you know a file is a new revisi
70. select multiple rows and click the appropriate 3 Copy to selected items button NOTE The last item selected shows the value which will be copied Import data from spreasheet Document properties may be set by importing data from a CSV XLS or XLSX file If you have received a document register you may be able to format it and save it as one of these spreadsheet file types The following document properties may be set with a spreadsheet file O 2014 CadTech Software Property Alternative column names Number required Name Document number DocumentNumber DocumentNo Drawing number DrawingNumber DrawingNo Alternative number Alternative number AlternativeNumber Client number ClientNumber Category Subcategory Discipline Area Job Title 1 Titlel Title 2 Title2 Title 3 Title3 Title 4 Title4 Title Titles automatically split into separate titles Notes Note Comments Comment Revision code RevisionCode Rev Revision Revision RevisionDescription Description description Revision date RevisionDate Date Revision status RevisionStatus Status Document status Revision notes RevisionNotes Filename FileName Revision file name RevisionFileName Drawing file name DrawingFileName The columns in the spreadsheet file must match a property name or one of the allowable alternative names Column names must be in the first row of the spreadsheet they are not case sensitive NOTE To import data for documents with file name
71. ses and contact e mail addresses may be selected as recipients in the issue wizard Alternative revision code seed The alternative revision code seed is assigned to the first public issue revision for each drawing Subsequent public issue revisions will try to automatically increment the last used alternative revision code Generic data Enter topic text here 2014 CadTech Software Document EN CadTracker 5 5 1 5 2 Document In its simplest form a document is a record of a file that is associated with a project A document has a number it may have titles and it may be categorised to three levels Each document has one or more revisions Documents may be linked to an issue in and document files may be included as part of an issue out The document property window has several tabs e Document e Revisions e Related files e Issues out Document Category Subcategory Area It can be helpful to organise documents into categories subcategories and areas Type or select values from the lists The lists shows all of the standard document categories subcategories and areas plus the non standard values that have been used in this project Number required The document s primary identifier It is usually related to the document s file name Alternative number For some projects clients may provide their own document or drawing numbers Title Type or select up to four title lines Click one ofth
72. space layout tab the DWG file is saved as the drawing name plus the dwg file extension Alternatively when a new drawing is created in a paper space layout tab the layout tab is renamed to match the drawing name NOTE For most projects the drawing name format is simply lt DrawingNo gt lt RevCode gt Occasionally there may be a requirement to add other values that are not part of the drawing number such as a project number or discipline code these values are typically added to the start of the format Plot name format The plot name format defines the file name format for drawings plotted to file based plotters When a new project is created the plot name format is copied from the Configuration Each project may have a different format Every plot name format must have one lt DrawingName gt drawing name keyword placeholder Click Insert keyword placeholder to see a list of standard keyword placeholders that may be inserted Drawing plot name formats cannot contain any of the following characters Wm esset NOTE For most projects the plot name format is simply lt DrawingName gt Some offices append lt ModelName gt which can make it easier to identify which model a drawing belongs to 2014 CadTech Software 3 1 3 Revision options When a new project is created all of the following values are copied from the Configuration Each project may use different values Revision code prefix This value is displayed be
73. t gt lt Contact gt Items formatted like this are standard folders which cannot be renamed items like this are editable items How to create new items 1 Select the appropriate folder for the item you want to create 2 Do one of the following o Click L New o Right click the folder and then click 3 New 3 The new item s property window will appear NOTE You may also create new items from the folder s list window IMPORTANT The following items require different steps e Drawings e Issues out e Models How to edit items 1 Select the item you want to edit 2 Do one of the following o Click Edit o Right click the item and then click Edit o Middle click the item 2014 CadTech Software MON CadTracker 1 2 3 1 2 4 3 The item s property window will appear NOTE You may also edit items from the folder s list window How to delete items 1 Select the item you want to delete 2 Do one of the following o Click X Delete o Right click the item and then click X Delete o On the keyboard press Delete 3 Click OK to confirm the delete NOTE You may also delete items from the folder s list window Start page Operator Shows the current operator Click Change or double click the tile to view the Operators window Quick links Provides easy access to common tasks Current project Shows the current project and job Click Change or double click the tile to switch to a different p
74. t is stored as text i e Image URL Multi line text Text or URL String properties may enforce a minimum and maximum length For example a Reference number property for a Fan class may specify a minimum length of 1 and a maximum length of 20 A minimum length of 1 forces the operator to enter a value before the record may be saved Deprecated By default deprecated properties are not shown in property dialogs or reports Deprecating properties may be more desirable than deleting them when there are existing values which you wish to keep Generic objects A generic object is an instance of a generic class Show deprecated properties Deprecated properties are hidden by default but may be displayed when needed Name The name of this generic object This is the value that is displayed in the Explorer tree and other lists TIP It is common for the value of the first property of a generic object to be identical to the name property e g Reference number Click to copy the name to the first property Copy properties from another object This allows you to copy values from an object defined in another project with similar or identical property values e g an off the shelf item from a particular manufacturer Get organised Generic objects can be dragged and dropped within the Explorer tree inside their own project This allows you to organise your objects into folders and or create complex hierarchies O 2014 CadTech Softwar
75. t project the server folder may optionally be mapped to a drive letter e g S 2014 CadTech Software 32 CadTracker Standards Folder optional The standards folder may be used as acommon resource for a project The path may be e Absolute path e Relative to project Subfolders are acceptable for relative paths e g Common Standards Standard folder When a new project is created you have the option to copy all folders and files from the standard standards folder into the new project s folder Map drive When a project is set as the current project the standards folder may optionally be mapped to a drive letter e g V Job Standard folder When a new job is created you have the option to copy all folders and files from the standard job folder into the new job s folder Map drive When a job is set as the current job its folder may optionally be mapped to a drive letter e g J Reports folder The reports folder defines the name of the folder where reports are saved The path may be e Absolute path e Relative to job e Relative to project e Relative to server Subfolders are acceptable for relative paths e g Documents Reports Superseded folder The superseded folder defines the name of the folder where superseded drawings models and file based plot files are moved when a drawing is revised The path may be e Absolute path e Relative to job e Relative to project e Relative to server Subfol
76. t revisions 43 copy values 43 import data from CSV 43 Multiple Drawings Editor copy values 57 generate numbers 57 O operator 16 25 55 aliases 33 default public issue 33 P PDF 86 PDF binder 86 phone number type 22 Index 99 plot name format 28 plot setting 23 plot settings cb 82 device 82 DWF 82 name 82 PDF 82 plot rotation 82 plot to file 82 scale 82 stb 82 style sheet 82 print 86 project 38 alternative number 38 client 38 70 folder 39 internalname 38 issue advice template 38 issue e mail type 38 Multiple Drawings Editor 38 name 38 number 38 related companies 40 70 R report 35 create 88 template 26 88 revision options 29 revision code alternative seed 40 letters to omit 30 static 31 S show archived records 17 single document interface 17 start page 16 17 status descriptions 33 support 19 ww CadTracker tools 22 transmittal in 64 advice file name 64 date received 64 documents 65 number 64 other items 65 U user guide 19 V view 17 virtual drive 16 17 18 W work in progress character 30 2014 CadTech Software m CadTech Software Creating real world solutions CadTech Software Pty Ltd Unit 25 28 Burnside Road ORMEAU QLD 4208 Australia Phone 61 7 3386 1422 admin Qcadtracker com au cadtracker com au
77. tabase CTRK CreateModel You will be prompted to confirm the project and job and then to select a folder and file name for the model 11 3 Revup T Rev up this drawing Creates a new revision record for the drawing in the current layout and supersedes the DWG CTRK_RevUp ST Rev up multiple drawings Creates new revision records for multiple drawings and supersedes their DWGs CTRK RevUpMuttiple As drawings are revised the old DWG PDF and DWF files are superseded to the job s superseded folder Rev up to Select the revision type for the new revision NOTE When revising the current drawing only allowable revision types will be shown For example you may not revise a drawing For construction before revising it For approval When revising multiple drawings all revision types are shown but only the drawings which may be revised to the selected revision type will be shown For example if you select Check approved only drawings with a current revision of Check print will be selectable Operators Each drawing may have up to seven operators Public issue When a drawing is revised to a public issue revision i e Preliminary For approval For tender For construction As built or Redundant the following values are required Description Enter the description for the revision The default value is the status description for the revision type Common Mo revision descriptions may be selected from the list Click Use d
78. tabase CTRK ImportModel NOTE If you need to edit the project job or model Ids stored in the DWG s identity data do that first 11 10 Identity data Each model and drawing created with CadTracker has the following identity data saved inside the DWG file e Project Id e Job Id e Model Id e Drawing Id O 2014 CadTech Software s CadTracker 11 11 11 12 Each drawing in a paper space layout tab records its own drawing Id The following commands may be used to manually manage identity data CadTracker Y gt Identity data Audit identity data Compares the project job model and drawing Ids saved in DWGs with the values in the CadTracker database CTRK AuditldentityData Edit identity data Allows the project job model and drawing Ids to be manually edited for the model or drawing in the current layout CTRK EditldentityData Add identity data to this drawing Searches for a matching model or drawing record with the same file name as the current DWG and adds the project job model and drawing Ids to the DWG CTRK AddldentityData Add identity data to multiple drawings Searches for matching model or drawing records with the same file names as the selected DWG files and adds the project job model and drawing Ids to the DWGs CTRK AddldentityDataMultiple Delete identity data Deletes the project job model and drawing Ids from the model or drawing in the current layout CTRK DeleteldentityData Console
79. ter do one of the following e Right click a ad lt Drawing gt in the Explorer and click Quick print DWG Quick print PDF or Quick print DWF NOTE The PDF and DWF options are hidden if the files do not exist You can create PDF and DWF plots through AutoCAD e View the El Drawings list window select one or more drawings and then click E Quick print O 2014 CadTech Software You may also create a PDF binder and print 2014 CadTech Software Model NN CadTracker 8 Model A model is a record of a DWG file Models may contain drawings with borders in paper space layout tabs but cannot have borders in model space A model with paper space drawings is often called a 2D model Conversely 3D models do not normally have 2D drawings in paper space CadTracker does not make a distinction between 2D and 3D models but understanding the terminology can be helpful How to create a new model Model records can only be created through AutoCAD File name The file name that is recorded for this model If the file name is an Absolute path you may click p Scan for relative path to scan for a path relative to the project or job folders File path The full path that the file name resolves to If the DWG file has been moved or renamed click Ef Re select DWG file O 2014 CadTech Software Issue In NN CadTracker 9 9 1 9 1 1 Issue in An issue in is a collection of files that have been received Number The
80. this public issue revision This is usually mapped to an attribute in drawing borders Checked by The code of the operator who checked this public issue revision This is usually mapped to an attribute in drawing borders Approved by The code of the operator who approved this public issue revision This is usually mapped to an attribute in drawing borders Verified by The code of the operator who verified this public issue revision This is sometimes mapped to an attribute in drawing borders Date The date and time when the revision was created IMPORTANT If the drawing has already been issued and you need to edit any of these values you may need to re issue the drawing You can check if a revision has been issued in the Issues out tab Issues out This tab lists the full issue history for this drawing Click View out issue to open the issue property window for the selected row Multiple Drawings Editor Many properties may be edited quickly with the Multiple Drawings Editor To open the editor in the Explorer right click a project or job item or a drawings folder and click Multiple Drawings Editor Editable properties Category Alternative number Title 1 Title 2 Title 3 Title 4 Drawing type Scale factor Drawn by Drawn date Checked by Checked date Notes Edit multiple values simultaneously To edit multiple values at the same time select multiple rows and edit a property MEN CadTracker 7 8 7 9
81. ty types Now we will add new property types 1 Go to Tools Generic data Property types Click Add new In the Name box type Reference number For the Data type select Text For the Unit type select None AWN o Repeat steps 3 to 5 for the remaining properties listed in the table above selecting the appropriate data types and unit types 7 Click OK to save the changes Generic class Now we are ready to define a Fan class 1 Go to Tools Generic data Generic classes 2 Click L New Type Fan in the Name box UJ Click Add new Select the Reference number property and click OK or double click the row In the Minimum string length box type 1 In the Maximum string length box type 20 Nou 8 Repeat steps 4 to 7 for the remaining properties listed in the table above For the decimal properties add a minimum value of 1 and maximum value of 100 9 Click OK to save the changes Folder Let s create a Fans generic object folder 1 In an existing project right click the Generic data folder and click New generic object 2 Select Folder and click OK or double click the row 3 In the Name box type Fans 4 Click OK to save the changes Generic object Now we can create a new Fan object inside our Fans folder 1 Right click the H Fans folder and click New generic object 2 Select Fan and click OK or double click the row O 2014 CadTech Software Generic data 3 In the
82. ued in the Issues out tab Transmittals in The list shows every time the selected document revision was received via a transmittal in Select a transmittal in and click Edit transmittal to open the transmittal in record 5 3 Related files Documents may have one or more related files which need to be reviewed or updated when a new revision of the document is created or received For example let s say you have received a drawing 123 A pdf which you have recorded as a document Based on the information in 123 A pdf you have drawn a background DWG called Background dwg which is used as an external reference in other drawings You receive a new revision 123 B pdf and now Background dwg needs to be reviewed and possibly updated Document related files can help manage this scenario Code It may be helpful to organise related files with a code Type or select a code from the list The list shows all of the standard related file codes plus the non standard codes that have been used in this project File name required The absolute or project relative path to the related file Review required When a new revision of a document is recorded all of the document s related files are automatically flagged as Review required When new document revisions have been recorded you should also review related files Select or clear this check box to manually set this value 5 4 Issuesout This tab lists the full issue history for this document Cl
83. uired Exam ples FILE NAME FORMAT NUMBER REVISION CODE ABCD 1234X pdf NNNNR 1234 X ABCD 1234X pdf 22222NNNNR 1234 X 1234B docx R 1234 B 1234XYZAA dwg NNNN RR 1234 AA 01X123 txt RRNNNN X123 01 ABC 123 001 xIsx NNN RRR 123 001 5 8 Document group Document groups make it easy to perform many actions such as e Creating an issue e Opening documents e Printing documents e Creating PDF binders e Creating reports NOTE Thecurrent revision for each document is used Name Type a group name or select and update an existing group name The new group name must be unique the list of existing names makes it easier to create sequentially numbered groups Documents Select one or more documents to be included in the group O 2014 CadTech Software Job s CadTracker 6 6 1 Job A job is logical unit of work for a project It can be helpful to divide large projects into several jobs Consider creating jobs based on one of the following criteria e Discipline e Service e Floor for multi storey projects e Area e Stage IMPORTANT Spend some time planning your jobs before you start adding models and drawings because you cannot move them later The job property window has two tabs e Job e Folders Job Number required The job s human readable identifier The number is displayed in the Explorer and optionally on reports It may be mapped to an attribute in drawing borders Numbers cannot conta
84. urrent PC O 2014 CadTech Software Introduction 13 e tcp lt server name gt database windows net 1433 for Windows Azure SQL databases IMPORTANT Leave out the slashes which are normally used for UNC paths Instance name Enter the SQL Server instance e g CadTechSoftware or SqlExpress Database name Enter the database name e g CadTracker Authentication Select either Windows Authentication or SQL Server Authentication Windows Authentication should work for databases installed to the local PC SQL Server Authentication requires a user name and password User name Enter an SQL Server user name e g sa Password Enter the SQL Server password NOTE The default password for CadTracker databases is C4dTech Click Test to try to connect to the database Firewall settings for VPN connections CadTracker can connect to databases over virtual private network VPN but by default Windows may block the connection To allow the connection Click Start Run Type wf msc Select Inbound Rules Click New Rule on the right hand side Select Port Click Next Select UDP Select All local ports Click Next 10 Select Allow the connection 11 Select Private 12 Clear Domain and Public the VPN is a private network location 13 Click Next 14 Typea name e g All private UDP ports 15 Click Finish 16 Restart CadTracker and test the connection again ea oemnmswmNri 1 2 2 Explorer The Explorer is a hierarchica

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