2017 Mentor Graphics Corporation

All rights reserved.

This document contains information that is trade secret and proprietary to Mentor Graphics Corporation or its licensors and

is subject to license terms. No part of this document may be photocopied, reproduced, translated, distributed, disclosed or

provided to third parties without the prior written consent of Mentor Graphics.

EDM Server for Administrators

Student Workbook

This document is for information and instruction purposes. Mentor Graphics reserves the right to make

changes in specifications and other information contained in this publication without prior notice, and the reader

should, in all cases, consult Mentor Graphics to determine whether any changes have been made.

The terms and conditions governing the sale and licensing of Mentor Graphics products are set forth in written

agreements between Mentor Graphics and its customers. No representation or other affirmation of fact

contained in this publication shall be deemed to be a warranty or give rise to any liability of Mentor Graphics

whatsoever.

MENTOR GRAPHICS MAKES NO WARRANTY OF ANY KIND WITH REGARD TO THIS MATERIAL

INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS

FOR A PARTICULAR PURPOSE.

MENTOR GRAPHICS SHALL NOT BE LIABLE FOR ANY INCIDENTAL, INDIRECT, SPECIAL, OR

CONSEQUENTIAL DAMAGES WHATSOEVER (INCLUDING BUT NOT LIMITED TO LOST PROFITS)

ARISING OUT OF OR RELATED TO THIS PUBLICATION OR THE INFORMATION CONTAINED IN IT, EVEN

IF MENTOR GRAPHICS HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

U.S. GOVERNMENT LICENSE RIGHTS: The software and documentation were developed entirely at private

expense and are commercial computer software and commercial computer software documentation within the

meaning of the applicable acquisition regulations. Accordingly, pursuant to FAR 48 CFR 12.212 and DFARS

48 CFR 227.7202, use, duplication and disclosure by or for the U.S. Government or a U.S. Government

subcontractor is subject solely to the terms and conditions set forth in the license agreement provided with the

software, except for provisions which are contrary to applicable mandatory federal laws.

TRADEMARKS: The trademarks, logos and service marks ("Marks") used herein are the property of Mentor

Graphics Corporation or other parties. No one is permitted to use these Marks without the prior written consent

of Mentor Graphics or the owner of the Mark, as applicable. The use herein of a third- party Mark is not an

attempt to indicate Mentor Graphics as a source of a product, but is intended to indicate a product from, or

associated with, a particular third party. A current list of Mentor Graphics’ trademarks may be viewed at:

www.mentor.com/trademarks.

The registered trademark Linux® is used pursuant to a sublicense from LMI, the exclusive licensee of Linus

Torvalds, owner of the mark on a world-wide basis.

End-User License Agreement: You can print a copy of the End-User License Agreement from:

www.mentor.com/eula.

Mentor Graphics Corporation

8005 S.W. Boeckman Road, Wilsonville, Oregon 97070-7777

Telephone: 503.685.7000

Toll-Free Telephone: 800.592.2210

Website: www.mentor.com

SupportNet: supportnet.mentor.com/

Send Feedback on Documentation: supportnet.mentor.com/doc_feedback_form

Part Number: 073613

Table of Contents

EDM Server for Administrators I

Module 1: Installation & Administration ........................................................... 15

Objectives ........................................................................................................................................... 16

INSTALLATION ............................................................................................................................... 17

Installation: Before You Begin .......................................................................................................... 18

Installation: MGC Modules Required ................................................................................................ 19

CONFIGURATION ........................................................................................................................... 20

EDM Config Manager: Launching .................................................................................................... 21

EDM Config Manager: Strategy Selection ........................................................................................ 24

EDM Config Manager: Configure Server -- EDM Server ................................................................. 26

EDM Config Manager: Configure Server -- EDM Directories .......................................................... 32

EDM Config Manager: Configure Server -- SSL .............................................................................. 33

EDM Config Manager: Configure Server -- Deployment Options .................................................... 34

EDM Config Manager: Configure Server -- Server Load .................................................................. 37

EDM Config Manager: Configure Server -- Database: Embedded ................................................... 39

EDM Config Manager: Configure Server -- Database: Oracle .......................................................... 40

EDM Config Manager: Configure Server -- Vault ............................................................................ 46

EDM Config Manager: Configure Server -- LDAP ........................................................................... 47

EDM Config Manager: Configure Server -- SMTP ........................................................................... 49

EDM Config Manager: Configure Server -- Ports ............................................................................. 52

EDM Config Manager: Configure Server -- Library Services ........................................................... 54

EDM Config Manager: Configure Server -- Design Services ........................................................... 55

EDM Config Manager: Backup Settings ........................................................................................... 56

EDM Config Manager: [Full] Backup Scheduler .............................................................................. 57

EDM Config Manager: Incremental Backup Scheduler .................................................................... 59

Table of Contents

EDM Server for Administrators II

EDM Config Manager: Incremental Backup Settings ....................................................................... 60

EDM Config Manager: Test Setup ..................................................................................................... 61

EDM Config Manager: Test Setup (Results) ..................................................................................... 62

DEPLOYMENT ................................................................................................................................. 63

EDM Config Manager: Deploy Server .............................................................................................. 64

EDM Config Manager: Deploy Server Confirmation ........................................................................ 65

EDM Config Manager: Deploy Server (Begin) ................................................................................. 66

EDM Config Manager: Deploy Server (Progress) ............................................................................. 67

EDM Config Manager: Deploy Server (Status) ................................................................................. 68

EDM Config Manager: Deploy Server (Complete) ........................................................................... 69

EDM Config Manager: Client Access Information ........................................................................... 70

EDM Config Manager: Alert Monitor Settings ................................................................................. 71

EDM Config Manager: Alert Monitor Settings -- Email ................................................................... 72

EDM Config Manager: Alert Monitor Settings -- Intervals ............................................................... 73

EDM Config Manager: Deployment Modification ............................................................................ 74

EDM Config Manager: Background Process Shell ............................................................................ 75

EDM Config Manager: Background Process Lock File .................................................................... 76

CONNECTION .................................................................................................................................. 77

EDM Connection: Test EDM Server Connectivity ............................................................................ 78

Summary ............................................................................................................................................ 82

Module 2: User, Group & EDM Application Management .............................. 83

Objectives ........................................................................................................................................... 84

LDAP CONFIGURATION ................................................................................................................ 85

EDM w/ LDAP[S]: Connect & Configure LDAP ............................................................................. 86

MANUAL USER MANAGEMENT ............................................................................................... 102

Table of Contents

EDM Server for Administrators III

AUTOMATIC USER MANAGEMENT ......................................................................................... 113

EDM User Management: Auto-Create New User Account ............................................................. 114

BATCH USER MANAGEMENT ................................................................................................... 125

EDM User Management: Batch-Create New User Account ............................................................ 126

GROUP ASSIGNMENT / APPLICATION ASSOCIATION ......................................................... 129

EDM User Management: Groups/Apps Assignment ....................................................................... 130

Summary .......................................................................................................................................... 135

Module 3: Administrative Maintenance ........................................................... 137

Objectives ......................................................................................................................................... 138

DIAGNOSTIC DASHBOARD ........................................................................................................ 139

EDM Diag Dashboard: Launching ................................................................................................... 140

Diag Dashboard Page: Launching .................................................................................................... 141

Diag Dashboard Page: Background Process Shell ........................................................................... 142

Diag Dashboard Page: Entry Point ................................................................................................... 144

EDM Utility Console Command-Line Utilities ............................................................................... 146

EDM Utility Console: Launching .................................................................................................... 147

EDM Utility Console: Command Listing ........................................................................................ 148

EDM Utility Console: Common Commands ................................................................................... 149

DiagMaintenanceMode: Scenarios .................................................................................................. 150

Maintenance Mode: GUI Method .................................................................................................... 151

Maintenance Mode: Command-Line Method .................................................................................. 153

DiagTroubleShooter: Self-Help Diagnosis ...................................................................................... 155

DiagCollectLogs: Self-Help Diagnosis ............................................................................................ 157

DiagServerStatus: Quicker Than Dashboard ................................................................................... 158

Software Upgrade ............................................................................................................................. 159

Table of Contents

EDM Server for Administrators IV

MGC Software Update Procedure .................................................................................................... 160

Summary .......................................................................................................................................... 161

Module 4: Oracle Setup & Tips ......................................................................... 163

Objectives ......................................................................................................................................... 164

TERMINOLOGY ............................................................................................................................. 165

Terminology ..................................................................................................................................... 166

SOFTWARE .................................................................................................................................... 167

Oracle Server Software .................................................................................................................... 168

Listener.ora ....................................................................................................................................... 169

SQL*Net & TNSnames.ora .............................................................................................................. 170

EZ Connect ....................................................................................................................................... 171

BACKUP & RESTORE ................................................................................................................... 172

Backup & Restore ............................................................................................................................ 173

Development Database ..................................................................................................................... 174

MONITORING, MANAGEMENT & MAINTENANCE ............................................................... 175

Database Maintenance ...................................................................................................................... 176

Database Monitoring: EM Express -- Home/Summary View ......................................................... 177

Database Monitoring: EM Express -- Storage -- Tablespaces ......................................................... 178

SQL*PLUS & COMMON ERROR CODES ................................................................................... 183

What is SQL*Plus? .......................................................................................................................... 184

Common Errors ................................................................................................................................ 185

Summary .......................................................................................................................................... 186

Module 5: User & Group Access, Rights & Licenses ...................................... 187

Objectives ......................................................................................................................................... 188

EDM TOOL ACCESS ..................................................................................................................... 189

Table of Contents

EDM Server for Administrators V

Role-Based Access ........................................................................................................................... 190

ADMINISTRATIVE ACCESS ........................................................................................................ 191

Admin Access: Web Page ................................................................................................................ 192

Admin Access: Widget Choices ....................................................................................................... 193

Admin Access: Widgets Chosen ...................................................................................................... 194

Admin Access: Home Page .............................................................................................................. 195

Admin Access: Default Widgets ...................................................................................................... 196

Admin Access: Available Applications ........................................................................................... 197

GENERAL USER ACCESS ............................................................................................................ 198

User Web-Based Access .................................................................................................................. 199

General User Access: Main Login Page........................................................................................... 200

General User Access: Role-/Group-Based Apps ............................................................................. 201

General User Access: Available Applications ................................................................................. 202

General User Access: EDM Library Cockpit ................................................................................... 203

ACCESS TO ROLE(S) SELECTION ............................................................................................. 212

User Access: Admin-Managed License/Role Limit ......................................................................... 213

ACCESS TO PRODUCTION LIBRARIES .................................................................................... 215

User Access: Production Lib Limit(s) .............................................................................................. 216

User Access: Admin-Managed Prod Lib Limit ................................................................................ 217

ACCESS TO LIBRARY CONNECTOR ........................................................................................ 222

Librarian Access: Available Applications ........................................................................................ 223

Librarian Access: Library Connector ............................................................................................... 224

LIBRARIAN CLIENT ..................................................................................................................... 225

Librarian Access: Client Software ................................................................................................... 226

REFERENCES ................................................................................................................................. 227

Table of Contents

EDM Server for Administrators VI

Reference Material: Roles & Licenses ............................................................................................. 228

Reference Material ........................................................................................................................... 230

Summary .......................................................................................................................................... 231

Module 6: EDM Library & EDM Design Cockpits ......................................... 233

Objectives ......................................................................................................................................... 234

EDM LIBRARY COCKPIT ............................................................................................................ 235

EDM Library Cockpit: The Graphical User Interface ..................................................................... 236

EDM Library Cockpit: GUI Basics .................................................................................................. 237

EDM Library Cockpit: Object Window Basics ............................................................................... 238

EDM Library Cockpit: The Graphical User Interface ..................................................................... 239

EDM Library Cockpit: Searching .................................................................................................... 240

EDM Library Cockpit: Reference Objects ....................................................................................... 243

EDM Library Cockpit: Reference Wizard Mode ............................................................................. 244

EDM Library Cockpit: Comparing Objects ..................................................................................... 245

EDM Library Cockpit: Search Presets --Create ............................................................................... 246

EDM Library Cockpit: Search Presets -- Save ................................................................................ 247

EDM Library Cockpit: Store Login Choices ................................................................................... 248

EDM Library Cockpit: Reset Stored Login Choices ....................................................................... 249

EDM Library Cockpit: Auto-Login Configurations ........................................................................ 250

EDM Library Cockpit: References................................................................................................... 260

EDM DESIGN COCKPIT ............................................................................................................... 261

EDM Design Cockpit: The Graphical User Interface ...................................................................... 262

EDM Design Cockpit: GUI Basics .................................................................................................. 263

EDM Design Cockpit: References ................................................................................................... 264

Summary .......................................................................................................................................... 265

Table of Contents

EDM Server for Administrators VII

Module 7: EDM Library Data Model ............................................................... 267

Objectives ......................................................................................................................................... 268

THE DATA MODEL ....................................................................................................................... 269

EDM Library Data Model: Object Oriented Data ............................................................................ 270

EDM Library Data Model: Object Classes ...................................................................................... 271

EDM LIBRARY CATALOGS ........................................................................................................ 274

EDM Library Data Model: Catalog Groups ..................................................................................... 275

EDM Library Data Model: Catalog Groups -- Rights ...................................................................... 279

EDM Library Data Model: Catalog Groups -- Editing .................................................................... 280

EDM LIBRARY CHARACTERISTICS ......................................................................................... 282

EDM Library Data Model: Characteristics ...................................................................................... 283

EDM Library Data Model: Characteristics Wizard ......................................................................... 290

EDM Library Data Model: Characteristics Rights ........................................................................... 291

EDM LIBRARY CLASSINIT ......................................................................................................... 292

EDM Library Data Model: classInit Export/Import ......................................................................... 293

EDM Library Data Model: classInit File Format ............................................................................. 294

EDM Library Data Model: classInit batchAdmin Syntax ................................................................ 295

EDM Library Data Model: classInit batchAdmin Examples ........................................................... 296

EDM Library Data Model: Data Model Checker ............................................................................. 297

EDM Library Data Model: References ............................................................................................ 298

Summary .......................................................................................................................................... 299

Module 8: Import / Export ................................................................................. 301

Objectives ......................................................................................................................................... 302

XML-CONSOLE ............................................................................................................................. 303

XML-Console: Explained ................................................................................................................ 304

Table of Contents

EDM Server for Administrators VIII

XML-Console: Syntax ..................................................................................................................... 305

XML-Console: Query File Format ................................................................................................... 306

XML-Console: Export & Results ..................................................................................................... 308

XML-Console: Import & Results ..................................................................................................... 309

XML-Console: Ideal Usage ............................................................................................................. 310

CSV EXPORT .................................................................................................................................. 311

CSV Export: Library Cockpit Menu ................................................................................................ 312

CSV Export: Options ....................................................................................................................... 313

CSV Export: Ideal Usage ................................................................................................................. 314

COPY & PASTE .............................................................................................................................. 315

Copy & Paste: Results ...................................................................................................................... 316

Copy & Paste: Ideal Usage ............................................................................................................... 317

BACKUP / RESTORE ..................................................................................................................... 318

Backup/Restore: Oracle & Embedded (Postgres) ............................................................................ 319

Backup/Restore: Oracle Backup ...................................................................................................... 320

Backup/Restore: Oracle Restore … 4 Steps ..................................................................................... 321

Backup/Restore: Embedded (Postgres) Backup ............................................................................... 322

Backup/Restore: Embedded (Postgres) Restore ............................................................................... 323

Backup/Restore: Embedded Restore … 2-3 Steps ........................................................................... 325

BATCHADMIN ............................................................................................................................... 326

batchAdmin: Review ........................................................................................................................ 327

EDX .................................................................................................................................................. 328

EDX: Enterprise Data eXchange ...................................................................................................... 329

EDX: Enterprise Data eXchange References ................................................................................... 330

EDM ADMIN EXPORT/IMPORT .................................................................................................. 331

Table of Contents

EDM Server for Administrators IX

EDM Admin: Setting -- Export / Import .......................................................................................... 332

Summary .......................................................................................................................................... 342

Module 9: Understanding the Librarian Process Basics ................................. 343

Objectives ......................................................................................................................................... 344

WHAT IS A PART? ........................................................................................................................ 345

Diag Dashboard Page: Launching .................................................................................................... 346

A Part: CAD Object Creation Process ............................................................................................. 347

A Part: Component Creation Process ............................................................................................... 348

EDM LIBRARIAN 200/300 ............................................................................................................ 349

EDM Librarian: Launch & Login .................................................................................................... 350

EDM Librarian: Interaction with Library Cockpit ........................................................................... 351

EDM Librarian: Create Components Parameter .............................................................................. 352

EDM Librarian: Component Taxonomy Parameter ......................................................................... 353

EDM Librarian: Create Part Properties Parameter ........................................................................... 354

EDM Librarian: New Sandbox Creation .......................................................................................... 355

EDM Librarian: Change Parameters of Sandbox ............................................................................. 356

EDM Librarian: Open an Existing Sandbox .................................................................................... 357

EDM Librarian: Add to Sandbox ..................................................................................................... 359

EDM Librarian: Libraries v. Components Hierarchy ...................................................................... 361

EDM Librarian: Menu Choices ........................................................................................................ 362

PRODUCTION LIBRARY ADMINISTRATION .......................................................................... 363

EDM Librarian: LibSpec .................................................................................................................. 364

EDM Librarian: Production Library ................................................................................................ 365

EDM Librarian: Component - Prod Lib Assignment ...................................................................... 367

EDM Librarian: Prod Lib - Component Assignment ...................................................................... 368

Table of Contents

EDM Server for Administrators X

EDM Librarian: Dynamic Prod Library Assignment ....................................................................... 369

EDM Librarian: Dynamic v. Manual Assignment ........................................................................... 370

EDM Librarian: Prod Library - Extras ............................................................................................ 371

EDM Librarian: Prod Library - Additional Files ............................................................................. 372

EDM Librarian: Prod Library - Generic Padstacks ......................................................................... 373

EDM Librarian: Technology Objects ............................................................................................... 374

EDM Librarian: Manufacturing Process Objects ............................................................................. 375

EDM Librarian: Mfr Process = Search Path Scheme ....................................................................... 376

EDM Librarian: Creating a Prod Lib Cache (CL) ............................................................................ 377

EDM Librarian: Library Cache Manager GUI ................................................................................. 378

EDM Librarian: Library Cache Manager Command ....................................................................... 379

EDM LIBRARY [DATABOOK] CONNECTOR ........................................................................... 380

EDM Librarian: Connector Access .................................................................................................. 381

EDM Librarian: Connector Default Config ..................................................................................... 382

EDM Librarian: Connector Prod Library Restriction ...................................................................... 383

EDM Librarian: Connector Settings Storage ................................................................................... 384

EDM Librarian: Multiple Connectors/Prod Libs ............................................................................. 385

Summary .......................................................................................................................................... 386

Module 10: Understanding the EE Process Basics........................................... 387

Objectives ......................................................................................................................................... 388

PART SEARCH & INSTANTIATION ........................................................................................... 389

Designer: Lib Cockpit v. DataBook: Library ................................................................................. 390

Designer: Library Cockpit: Connecting ...........................................................................................391

Designer: Library Cockpit: Context Menus ......................................................................................392

DataBook: DM Library: Connecting .................................................................................................393

Table of Contents

EDM Server for Administrators XI

DataBook: EDM Library: Library Cockpit Steps ............................................................................ 394

DataBook: EDM Library: DataBook Steps ..................................................................................... 396

DataBook: EDM Library: DataBook Config ................................................................................... 399

SEARCH PRESETS ........................................................................................................................ 400

Search Presets: Creating & Editing .................................................................................................. 401

Search Presets: User Access ............................................................................................................. 402

SHOPPING LISTS ........................................................................................................................... 403

Shopping Lists: Basic Information ................................................................................................... 404

Shopping Lists: Adding Items .......................................................................................................... 405

TOOLBOXES .................................................................................................................................. 406

Toolboxes: Basic Information .......................................................................................................... 407

Toolboxes: mentordx_ipc_2007 ....................................................................................................... 408

Toolboxes: Modifying mentordx_ipc_2007 ..................................................................................... 409

Toolboxes: On-Line References ....................................................................................................... 414

ASSIGNING & REFINING INSTANTIATED PARTS ................................................................. 415

Assign: Place & Refine a Placed Part .............................................................................................. 416

SYNCHRONIZE DESIGN .............................................................................................................. 421

Synchronize: Update PN-Only Placed Part ...................................................................................... 422

Synchronize: Update After Simulation Change Test ....................................................................... 423

Instantiation & Assignment: On-Line References ........................................................................... 424

Summary .......................................................................................................................................... 425

Module 11: Schematic Properties to EDM Library BOM .............................. 427

Objectives ......................................................................................................................................... 428

REQUIREMENTS ........................................................................................................................... 429

Designer-to-EDM BoM: Requirements Overview .......................................................................... 430

Table of Contents

EDM Server for Administrators XII

Designer-to-EDM BoM: CentLib.PRP ............................................................................................ 431

Designer-to-EDM BoM: Designer ................................................................................................... 432

Designer-to-EDM BoM: Library Characteristics ............................................................................. 433

EZ Connect ....................................................................................................................................... 434

Designer-to-EDM BoM: REF Tab Results ...................................................................................... 435

Designer-to-EDM BoM: BOM Tab Results .................................................................................... 436

Summary .......................................................................................................................................... 437

Module 12: Debug Logs & Diagnostics ............................................................. 439

Objectives ......................................................................................................................................... 440

EDM LIBRARY COCKPIT DEBUGGING .................................................................................... 441

Debugging: Local Library Cockpit Launch Issues .......................................................................... 442

Debugging: WebStart Library Cockpit Launch Issues .................................................................... 443

Debugging: Library Cockpit User Action Issues ............................................................................. 444

LOG FILE LOCATIONS ................................................................................................................. 445

Debugging: Log File Locations ........................................................................................................ 446

DIAGNOSTIC TOOLS .................................................................................................................... 447

Diagnostic Tools: DiagCollectLogs.exe .......................................................................................... 448

Diagnostic Tools: DiagTroubleshooter.exe ...................................................................................... 449

Diagnostic Tools: DiagDashboard.exe ............................................................................................. 450

DIAGNOSTICS DASHBOARD ..................................................................................................... 451

Diag Dashboard Page: Review From Module 3 ............................................................................... 452

Diag Dashboard Page: Alerts Offer Details ..................................................................................... 453

Diag Dashboard Page: Dashboard Section ....................................................................................... 454

Diag Dashboard Page: Performance Section.................................................................................... 455

Diag Dashboard Page: DiagCollectLogs .......................................................................................... 456

Table of Contents

EDM Server for Administrators XIII

MENTOR SUPPORT (GSS) ........................................................................................................... 457

Mentor Support: Support.Mentor.com Constantly Updated ............................................................ 458

Mentor Support: Searching Support.Mentor.com ............................................................................ 459

Mentor Support: Searching Support.Mentor.com Examples ........................................................... 460

Mentor Support: Open SRs .............................................................................................................. 461

Summary .......................................................................................................................................... 462