here - Connect & Construct
Contents
1. AX Search Connect amp Construct EF Set Status Building value through ICT amp MyProfile P Change Password Hel Welcome to the C amp C framework This framework will enable you to exchange information with a ia J u Figure 2 Main bar 2 Your Personal Dashboard You enter your personal dashboard when you e My tasks Section 2 2 log on to the C amp C Platform Your dashboard Wonne Conctins a welcome tert wih A contains all the information about your projects brief explanation of the C amp C Platform called my sides what your recent activities were My Activities Section 2 3 and what tasks have been assigned to you The dashboard is divided into four blocks or Dashlets e My sites Section 2 1 You are also able to customize your dashboard by clicking on Customize Dashboard Rectangle A on the top right not recommended Building value through ICT Dashboard pMystes O O All Create Site Welcome to the C amp C framework This framework will enable you to exchange information with your team quickly and easily Connect amp Construct You are currently logged in to the user dashboard Whenever you click on My dashboard in the header you will be taken straight to this user dashboard at all times The user dashboard provides a general view of the sites projects of which you are member my sites the tasks assigned to you my tasks and what you a2. 4 5 Tagging In the C amp C Platform you can use Tags to make documents discussions calendar events etcetera easier to detect Tags are very similar to keywords In other words when you add certain tags to documents project members can find them by processing the tag in the search engine When you for example make a communication plan see Section 6 you can best agree on what tags to use to make the information exchange go even smoother You can add tags when uploading a document and afterwards via Edit properties in the Document Viewer see Section 4 2 Tags are added by filing in a word Rectangle A in figure 18 and by pressing Enter 4 6 Workflows test R Figure 18 Tagging You can also sort discussions documents workflows by a specific tag by clicking on the tag in the navigation pane of for example the project library see Section 4 1 The Connect amp Construct Platform enables you to assign tasks to project members by creating workflows Workflows can be created directly via your personal Dashboard via the Document Library or via the Document Viewer See Section 2 and Section 2 2 4 1 and 4 2 On your dashboard you can create a workflow by clicking on Create workflow at My tasks A new screen will ask you to select what kind of workflow you want to start Rectangle A in Figure 19 The C amp C Platform distinguishes Group review and approve This allow
3. ger to e ed Da A ea ee Figure 20 Adding Documents to Workflows By clicking on Szart workflow the task will be send to the assignee by e mail You can find tasks that have been assigned to you on your personal Dashboard You can find your tasks and tasks you have assigned to others via Tasks in the black main menu 5 IFC Library By clicking on IFC Library on your Site Dashboard you will be forwarded to the IFC Library of your Site In the IFC library you can store all your 3D IFC models Different from the Document library in the IFC library folders are called sub projects The folder tree on the left hand side of your screen Rectangle A in figure 21 allows you to navigate through all sub projects you have created in the IFC library You can see the sub projects by clicking on the folder icon on the left side of the Site name By default a main folder or project is created with the same name as your Site directly under the IFC Library You cannot delete this folder For the remainder you are free to create as many sub projects as you feel appropriate for your specific project In each sub project you can also create as many layers of sub projects as you want Hence in each sub project you can create another sub sub project et cetera You can create sub projects by clicking on Create sub project in the main menu Rectangle B in Building value through ICT 5 Veranderde naam School ge
4. User Manual Connect amp Construct Framework paf p Modified by Kris Spitsbaard Admin on Thu 20 Mar 2014 13 15 00 Favorite Like 0 Comment Share 53 M 4 Page 1 of 28 Fullscreen Maximize gt Document Actions gt Tags Share Properties USER MANUAL Permissions C amp C FRAMEWORK gt Workflows Version History gt Publishing History Comments B e Add Comment Figure 14 The Document Viewer 4 3 Version Control Version control allows you to upload a newer version of a document without losing the old version When you upload a new version the old version is stored and the new file is uploaded with an increment version number The C amp C Platform makes a distinction between e Minor changes This will increase the version number by a tenth i e 1 0 1 1 and should be used in case the document is only slightly changed e Major changes This will increase the version number with one point i e 1 0 gt 2 0 and should be used in case the document is change to a large extent You can upload a newer version of a document by clicking on Upad new version in the Document Library or in the Document Viewer see Section 4 1 and 4 2 Update File x Select files to uplosd Version Information This version has minor changes 1 1 major changes 2 0 Comments Cancel Figure 15 Upload New Version After uploading a new version of a d
5. r Connect amp Construct Platform User Manual 2 0 j j g Site tor FLO es Of amply acceppng ar ARAD g Architecin al Detign orrnapan concen Works Owecton ang Pay j g Documams riaus d roaid de Banspiats G relopmern at the i Review the tasks assigned to you i OPovent tes Of NERS Can MS and pou need K aderess each One Tis couis IONE I WF Des tase nove forewing 3 documen ON lO 2 Sito toarn Quick ang easy FOU tO exchange informmatan wen your straight to this user ashodoard at Wercortne fo he C A C framework This Farsework will enano You at Currendy legged in to the user Bshooard Whenever you check on Ay EashOowd in the header you w De ten a Ormes ihe tacks 3S219NES ls you my tasks anid what you The Wer Gashoowd pioade AnG he omer members of yow stos Neve H you want te set up poor oan Sect emaronment For tater heip on what row can do wan he C4 Cir JIST Che On Create sae in the My sites box anc start ercran FMI miformnabon In he header or downiogg th user manual here BMOW and where to Start Click on Heip alteme nthe war drys Everyones actvites Today j added titor D testin re Ad stout an Doe apo B 900G document TE tA ye i heures ago it in a Nad et ste g am Nourse ape d tole Changed to Manager m amp a CO IIUS tcccaeccaccdiacccresatateannceatamccessedensc ae A E sc
6. 2 1 My Tasks The My sasks section shows all the tasks that have been assigned to you both active and completed By default your tasks are sorted by date You can also sort them manually by clicking on the arrow next to Active Tasks To assion a task to one of your business partners click on Szart Workflow see Section 4 6 Active Tasks Tr Start Workflow Active Tasks Active Tasks Completed Tasks Completed Tasks High Priority Tasks signed to you Tasks Due Today eee ee Tabs Ascined iy Me can appear in this task list and you need Unassigned Pooled Tasks his could involve reviewing a document Overdue Tasks invitation to a site Figure 5 My Tasks 2 2 My Activities In My Activites all recent activities are shown By default all the activities of members of Sites you are a member of are shown You can manually sort the activities by clicking on either Everyone s activities all items or in the last 7 days Everyone s activities allitems inthe last7 days Today Figure 6 My Activities 3 Projects and Sites On the C amp C platform an online project environment is called a Site Sites you are a member of are shown in the My Sites section of your personal Dashboard You can access sites by clicking on the name of the Site displayed in blue 3 1 Create a Site To create a new Site click on Create Site on either your personal Dashboard or via Sz es in the main Alfresco bar When you
7. click on Create Site your browser will open a new window In this window you will be required to fill in a Name URL name is filled automatically Description of the project not mandatory to fill Type always by default on Collaboration Site not to be changed and Vzscbility Visibility allows you to set the level of security for your Site You can use three levels of protection e Public Everyone using the C amp C Platform can see the project and become a member e Moderated site membership The Site is still Public and others can see the project but they have to ask permission to become a member and see content e Private One can only become a member when being invited by the project site manager To ensure that your documents are only viewed in a secured project environment the use of the Private option is recommended Site managers will be able to change the level of protection at all times see Section 3 2 Create Site y Mane a URL Name This if used to access the site URL in your browser and also when accessing the site through other protocols such as WebDav Do not use spaces or special characters Description vo TYPE Collaboration Site 7 Visibility Public LJ Moderated site membership Site managers can control who joins the Site Private Figure 7 Create a Site 3 2 Change the settings of a Site Site managers can at all times change the settings of a Site You can edit si
8. project folder create another sub project folder for another project If you want multiple parties e g architects structural engineers etc to work on different parts of the model at the same time these different parts should each get their own sub sub project Each party will then be able to upload their own part of the model in their own sub sub project without having to touch other parts of the 3D model Again only one part of the model and its different versions should be stored in one sub sub project A practical example is the following The team Test COC does multiple construction projects together One of the projects is the renovation of a school Therefore the project manager creates the sub project School in the IFC brary The project manager has asked team member A to design the floors in the IFC standard Team member B is responsible for the walls Therefore the project manager creates two sub sub progects Floors and Walls Team member A uploads his design of the floors in the sub sub project Floors Team member B uploads his design of the walls in IFC in the sub sub project Walls In the end the folder structure will look as follows TestC amp c me School Floors Walls New versions of the design of the Floors and the Walls can still be uploaded in the same sub sub project via Upload New Version However when uploading a model of a different part of the scho
9. shown For folders the options are limited to those marked with an asterix Additionally you can View Details Manage Rules and Manage Aspects see Section 4 4 Manage Rules is not used in the C amp C platform Site Dashboard Document Library More Name Options B Download Ce View In Browser Upload New Version More Edit Offline Copy to Move to x Delete Document Start Workflow Manage Permissions Publish Use in Javascript Console Figure 13 Main Functionalities of the Document Library 4 2 The Document Viewer You can open documents and display them in the C amp C Platform by opening the Document Viewer The Document viewer is opened by clicking on the name of the document displayed in blue The Platform will forward you to a page that displays the document online and offers a number of functionalities divided in eight categories Rectangle A in figure 14 Document actions e Download Click to document on your hard drive save the View in Browser Opens the document in your browser Upload new version Here you can e Szart workflow This enables you to replace the existing file with a newer start a workflow directly from this version see Section 4 3 document see Section 4 6 Edit offline When you want to change Manage permissions See Section 4 4 a document and make sure that no o Manage aspects See Section 4 4 one can
10. the Document Library of your Site In the Document library you can store all your documents Beforehand it 1s important to discuss make clear agreements with your Site Members on what to save in which way see Section 6 to find more information on how to structure your projects The navigation pane on the left part of your screen Rectangle A in figure 12 helps you through the Furthermore you can see in which part of the browse document library Oona Meeting Test amp o nding value through ICT Y Documents A Select Create Upload All Documents I m Editing Others are Editing Recently Modified Recently Added My Favorites Documents Drag and drop to upload files Pree rrr tT Y Library Documents v Categories Category Root ou can also B Upload files E Create a folder v Tags Figure 12 Document Library SY SS a SL I a I TE a a ANAA e A EE RE LE ae ET ER Drag files from your desktop and drop them here to upload folder tree you are Documents filters documents by certain details e g all documents documents you are editing etc Lzbrary shows your folder tree and Tags filters all documents folders based on their tag see Section 4 5 You can arrange each folder specifically to your needs You can add sub folders as well as stand alone documents You can create your own folder structure by deleting and adding folders Besides managi
11. walls in sub sub project Walls the IFC library will merge the model you have uploaded most recently T consortium test School Floors Floors ifc Created on 4 days ago Size 114 MB Figure 23 IFC Library Main Functionalities When you have clicked on Vzew in 3D a new window opens You can choose which objects and layers of the model you would like to see by using the tick boxes on the left side of the screen Rectangle A in figure 24 Browse through IFC objects you can browse through a list of all IFC objects e g entities relations etc stored in a model by pointing to the right side of a model and clicking on Browse IFC objects Rectangle B in figure 23 View project details by clicking on view project details rectangle D in figure 23 you can change the name of your IFC model delete the IFC model and change the measurement unit of the specific IFC model 1 Here you can also find the GUID and Oic codes to adapt or add elements of the IFC model in your own software ite Dashboard IFC Library More DOSE Menu Snapshots r EERDE E Ma surfer Figure 24 IFC Libraty View in 3D 6 Project Management In order to effectively and efficiently exchange information it is recommended to first set up a project management structure This structure is set up by the Site manager and the Project Management section on your Site dashboard Connect amp Construct B
12. 6 WOKO S e E E E 17 a CMT SY o E E E E A E E A EE E AAE AA 19 5 1 How to structure your sub projects aii ccciasecnaccnadoasscasuandddsaedncsnasdendunad oxeeoansandcaaedeadonssieodoanienadacanqesacaees 19 5 2 Main Functionalities of the IFC Library eesesssssseessssrssrressrrrssrrrsssrrssrrrssrrressrressrresrrreserersereeserreseeresereee 20 6 Project Management ss sseseesessessesrrsessessesrrsrrsessreresreseosesrrsreseosessesreseeseosesrrseoseosesrrseeseosesrrseesessesreseeseesene 23 Fe CE e E E E E E E ecloeeeneee 24 eO E i E e a eae nn E E ee 25 Need MOE NEID aenn a A E O E E EE E E E O asaees 26 Alfresco Dashboard Dashlet Document Viewer Google Docs iCal Feed Main bar Site Site bar Site Dashboard Tag Version Control Workflow The Connect amp Construct Platform is based on the Open source Document Management System DMS Alfresco The Dashboard is the main screen on which projects tasks activities are shown Dashlets are used to give an overview of information and activities They can also be used to navigate through the Platform The Document Viewer previews documents spreadsheets presentations and PDF files Google Docs is a Google application that can be used to create and maintain documents DOC spreadsheets XLS and presentations PPT Google can only be accessed via a Google account iCal Feed enables synchronisation of the Site Calendar with a mail client W
13. E in figure 23 Please note that only 3D models in the IFC standard can be uploaded in the IFC library Most 3D modelling sottwate allows exportation to IFC format We recommend to use the Refresh button after you have uploaded an IFC model to make sure the models appears in your sub sub project v IFC Library E Veranderde naam School Floors Walls Download IFC models point to the right side of the model with your mouse and click on Download Rectangle B in figure 23 You can then select the format standard in which you would like to download the IFC model View and merge IFC models you can view IFC models on two levels he sub sub project level allowing you to view a part of the 3D model e g the walls and the sub project level allowing you to see the whole model e g the school which consists of the underlying IFC models in the sub sub projects The latter merges the different parts of the models stored in the sub sub projects into one single model if you have structured the sub projects as described in section 5 1 You can view parts of the model by pointing to the right side of a model in a sub sub project and clicking on Wzew in 3D Rectangle B in figure 23 You can view the whole model by selecting a sub project in the project tree and clicking on Vzew im 3D in the main menu Rectangle D in figure 23 Please note that when you have uploaded multiple versions of for instance the
14. access the document in the Change type not used mean time you can select this Publish not used option The document will become E e es available again when you upload a _ e Share You can share the document by new version or cancel your editing copying the link displayed in this section session e Edit Properties Allows you to edit the name title description document type tags and author of the document e Properties Here you can find the main properties of the documents e g name description author size etc You can also edit properties by clicking on the paint sign e Copy to This option enables you to e Permissions Displays what members have copy the document to a different pay folder or project which kind of permission e Workflows The workflows that are active e Edit in Google docs This allows you to on this document are displayed here edit documents online through E e e i Google docs You will need to have Version History Version control is an a Google account to access this important part of the Platform You can on find older versions of this document here Publishing History not used e Move to Here you can move the men ifferen document to a different You can also add a comment to a document by tolder project clicking on Add Comment Rectangle B Delete document This option deletes the document from the folder Documents
15. ary More Make a choice Everyone s activities allitems inthe last 7 days A Follow what s going on in this site Document library 3 IFC library VA Project management atl Calendar thy Discussions Figure 9 Navigating on Sites Watch this list to keep up on the recent site changes You ll see activities such as content updates and likes You can also track the site membership by seeing who is joining and leaving 3 4 Site Members Sites are created to share information among Site Members Site Managers are able to add or remove site members This enables you to always safeguard the confidentiality of your projects There are two ways to invite Site members 1 By clicking on Add Users next to the site name Rectangle A in figure 10 2 By clicking on Invite People Rectangle B in figure 10 in the Sze Members section accessed via the Site bar pet La Site Dashboard SiteMembers More roh Figure 10 Add Site Members When adding Site members you can either add existing members of the C amp C Platform or invite external users To add existing site members you can search for members by filling in their name under Members and by clicking on search Rectangle A in figure 11 Subsequently you can add the requested member to your list of invitations by clicking on Add Rectangle B in figure 11 You can repeat this process for each member you want to invite Furthermore you can select a different role fo
16. d to your favorites e Tasks You can assign tasks or Workflows to other Members and they can assign tasks to you My tasks will display the tasks that you have been assigned to and Workflows I ve Started will display tasks that you have assigned to others independent of Sites Connect C Construct help The Help section provides you with information on the technical requirements for the C amp C Framework and provides useful links for document viewers Furthermore it lists contact details for technical support 1 3 Your profile You can access your personal profile by clicking on your name in the upper right corner of the screen Rectangle B in Figure 2 This will activate a drop down menu that contains the following functionalities e Set Status You can set a status that other following view members that follow you members can see e g activities thoughts set notifications and view a list of Cle documents folders you have deleted e My profil You can add additional o Change password Set a new password information e g job title location contact e Help Opens the Help functionality of information etc view sites you are a Connect and Construct member of view members you are e Logout Log out of the Platform 1 4 Search in Alfresco The search function on the top right of your screen will allow you to search all site content you have permission to access Rectangle C in Figure 2
17. form enables you to start and respond to discussions You can find a discussion by clicking on Discussions on the Site topic rectangle A in figure 27 You can give the new topic a subject and the text box enables you to express your views and make your point Dashboard In this part of the Platform all the cutrent discussions are shown and you can To bring the discussion under the attention of choose to either select and respond to an Site members you can give tags to the existing discussion or create a new discussion A discussion see Section 4 5 You cannot invite new discussion is created by clicking on New people to this discussion but they will see a notification on their Site dashboard See Cuskecard Discussions Mire Bonaplata amp o E es Feed 0 0 lt lt F gt bree ae Figure 27 Create Discussions Need more help If you need more help to work with the Connect and Construct platform please contact us through our Yammer network Connect and Construct pilots httos www yammer com connectconstructpilots or by e mailing to info connectandconstruct eu
18. hen using the iCal Feed a ICS files will be download that subsequently can be imported in a mail client e g Microsoft Outlook Google Mail etcetera The Main bar is where all the main functionalities of platform are shown independent of sites Site is a digital project environment The Site bar is used for navigation in Sites The Site Dashboard is the main screen of a Site where the main functionalities of a site and the site activities are shown Tags are keywords that can be used to make documents discussions calendar events etcetera easier to detect Version control enables the storage of changes in content in the Document Library It ensures that everyone has access to the most recent version Workflows are tasks that can be assigned to project members Getting Started Step 1 Log into the User Dashboard Section 1 amp 2 Step 2 Set up a project Site Section 3 Step 3 Make agreements and design the project management structure Section 6 Step 4 Add and manage project members Section 3 4 Step 5 Upload documents in the document Library Section 4 1 amp 4 2 Step 6 Actively use version control Section 4 3 Step 7 Manage aspects and permissions Section 4 4 Step 8 Use tags Section 4 5 Step 9 Start workflows Section 4 6 Step 10 Upload download and merge your 3D IFC models Section 5 Step 11 Use and synchronise your calendar Section 7 Step 12 Start discussions Sec
19. mendanenaetcuvssiasewatsaatawscoeeddeauc A 2 GUS SAY AN EE EE E EEA ET E grace tages E E A T ATE A A EE E T E 3 CEAL E E e E E dei og A A E A T anes E EEEE T PA TE 4 ghd se W enia a PAA E ee A E AO E E A E A E ee A A A 5 L e412 MEn eN r a E E E E ET E eee ee 6 1 1 LOE ON tO ME CEC PII TOT erea E E T EE T 6 1 2 KE a S E E A A E A 6 1 3 OULD Oe an E A A E E E 6 1 4 Search in Alfresco ssssssenneeessssssssssssrerrreressssssssssssrererereeesssssssssessererreeeesssssssseserereereeessssssssseeeeeeeeeeeeseest 7 2 MOU POESO MeL ID AADO O s r E E E e 8 2 1 A S FE E A E A E E E T E E AE E E O E TE E A A E E A E T 8 2 1 MY TASKS nouris nener NRE NEE E EEE 9 2 2 A EST T E E E EA A E II A E PAE A AE E E N O 9 a PaA E E E EE E E E E AE R 10 Sel CEU aera co nnee a sacar neuen ar eet eauerau EEE E E E E E 10 3 2 Change the settings Of a SITE ane ee oai 10 3 3 VI SAIN ORNES a a E E AE E A 10 3 4 eME ADEI S serer E E E E EEE ET 11 A DOCUMEN CID kV ea E E eye eee eo er 13 4 1 Main Functionalities of the Document Library essessesesseseseesssrrsesrrssrrrssrrressrensrrrssrrresrreessrersereeserreseeree 13 4 2 The Document Ve WCU caresi ee stent nce i r a ii eR EAE dont ae rai era iR 14 4 3 Version Control sseessrorn erneer arai rE ania Eo r EEEE NAE E e anii 16 4 4 Manage Aspects and PeErmMiSSiONS sscccccsseccceesececeececceececeusececeuscsceeuecessuecessuaeeeseuecessenecesseeeetees 16 4 5 EEE E Sse E A E A E EA E E EP PE E E EET E E E E E 17 4
20. ncerning the Platform are sent by an Alfresco account admin alfresco com Please be aware that your mail client might see this as SPAM If you use the Platform please do not delete e mails from admin alfresco com as they might contain important information about your projects documents partners and 3D models You have received an e mail from Alfresco containing your username password and link to the C amp C Platform To log on to the Platform please follow the link in the invitation using the log in details provided in the e mail Click on Login to access the Platform amp e Alfresco Community User Name Password D 2005 201 3 Alfresco Software Inc All righs reserved Figure 1 Login Screen When you have successfully logged on to the C amp C Platform you will enter your personal Dashboard see Section 2 The main menu functionalities are shown in the Main bar at the top of your browser Rectangle A in Figure 2 These functionalities entail the following e Home Allows you to return to your personal dashboard see section 2 e My fis Allows you to store files that no other users of the Platform can access o Sizes Activates a drop down menu where you can access the following e Recent Sites Displays all the sites you have accessed recently e Site Finder Allows you to search for Sites see Section 3 o Create Site Allows you to create a Site e Favorites Displays the Sites you have adde
21. nd the other members of your sites have been up to in the last couple of days Everyone s activities If you want to set up your own project environment just click on Create site in the My sites box and start exchanging information For further help on what you can do with the C amp C framework and where to start click on Help in the header or download the user manual here pyres Active Tasks GS Start Workflow Active Tasks Completed Tasks vy Review the tasks assigned to you e nvu v uyy Figure 3 Personal dashboard Everyone s activities alltems inthe last7 days 2 1 My Sites In My Sites you can find the Sites you are a member of You can access the Sites by clicking on the name displayed in blue For easy access to your Sites you can also add Sites to your favorites by clicking on Favorite displayed below each Site You can access your Favorites via S7 es in the Main bar By default the Sites are displayed in alphabetical otder You can filter the Sites your are a member of by clicking on AZ You can filter by My Favorites and Recent which will display the Sites you have most recently accessed From this screen you can also create a site by clicking on Create Sie top right Further information on creating sites is given in Section Create Site PCtura sa ral Design Works Direction and PM Favorite Figure 4 My Sites
22. nerated for subproject Walls revision 1 by Trudy Tol Admin Created on 4 days ago Size 206 MB Figure 21 IFC Library a melita Veranderde naam amp generated for subproject Floors revision 1 by Trudy Tol Admin Created on 4 days ago Size 114 MB figure 21 and then Refresh Rectangle C in figure 21 When opening a sub project the central section Rectangle D in figure 21 shows which and when IFC models have been uploaded by Site members The sub projects and models in the IFC library by default use the measurement unit Meter To change the unit of measurement go to View project details Rectangle E in figure 21 and select the unit of measurement of your choice The sub projects have to be structured in a specific way in order to be able to use all the functionalities in the IFC library To find out how to structure the sub projects see section 5 1 How to structure your sub projects Site Dashboard IFC Library More 5 1 How to structure your sub projects To be able to use all functionalities of the IFC library you should structure the sub projects in a specific way Instead of storing a range of different IFC models in one folder like in the Document library you should store only one IFC model in a sub project folder For each different IFC model you should thus create a different sub project first Only upload different versions if applicable of one IFC model in a sub
23. ng folders the document library also offers a wide array of other functionalities to manage your documents and folders Site Dashboard Document Library More Name Options You can drop files onto folders 4 1 Main Functionalities of the Document Library The Document Library offers you several functionalities to manage your folders and files These functionalities are displayed in the main bar of the Document library Rectangle A in figure 13 and on the right side of each folder Rectangle B in figure 13 You can choose to change folders one at a time or make a selection of multiple folders by ticking the box on the left of each folder Rectangle C in figure 13 The functionalities in the main bar are e Select Enables you to select files folder specifically to your needs e Create This option allows you to create folders Moreoveryou can create content online via Plain Text HIML XML and Google Docs where each option represents a different document format to use Google Docs you will need to have a Google account e Upload Click here to upload documents e Selected items If you select multiple folders documents their options are shown here More functionalities are offered on the right side of the screen next to each folder These entail e Download Allows you to download a zip file containing the folder and its download content or to separ ate documents e View in Br
24. ocument you can find the old versions by opening the Document viewer and checking the Version History on the right side of the screen See Section 4 2 The Platform will send you notifications when changes in a document have been made When you want to stop receiving these notifications you can do this by opening your profile see Section 1 4 4 Manage Aspects and Permissions Very often it is important to clarify who permissions can do what aspects with a document or a folder You can do this via manage aspects and manage permissions Managing permissions is available for both folders and documents while managing aspects is only available for folders When you manage aspects of a folder you manage what members can do with it The C amp C Platform offers you a wide array of options that you can select You can add and delete these options The most important aspects are already activated by default e g versionable taggable Manage permissions allows you to change who can access change a document or a folder By default a membet s site role applies to every document and folder see Section 3 4 for an explanation of the roles Rectangle A in figure 16 However as a Site Manager you can change these roles manually per folder and per document This for example allows you to make a document accessible editable for everyone or to restrict the rights of a member for specific documents You can change the permissions b
25. ol for instance the structure a new sub sub project must be created eg Structure Only by doing it in this way you will be able to view and merge parts of the 3D models Finally in the IFC Library you are not able to delete the models itself To delete a model you will have to delete the entire sub project in which the model is stored Hence it is strongly advised to store each different model in a separate sub project You can delete sub projects by going to Vzew project details Rectangle A in figure 22 and subsequently by clicking on Delete this project Rectangle B in figure 22 a Y IFC Library amp Consortium test consortium test School Walls amp School Project details x Floors2 Project name amp Walls Wallst wats Createt Description T Measurement unit meter Save details Delete this project dRea Figure 22 Delete Sub projects 5 2 Main Functionalities of the IFC Library The IFC library provides the following functionalities e Upload IFC models select the name of the sub project sub sub project in the folder tree click on Upload new version and choose the correct file Rectangle A in 23 After selecting the file press the save button to start the uploading After a couple of minutes depending on the size of your document the model will appear in you sub project sub sub project after you press the refresh button rectangle
26. owser Allows you to view the document online Upload New Version Allows you to upload a new version of the document you have selected e Edit Offline This option temporarily takes the document offline for editing purposes Other Site Members will not be able to access the document until you have uploaded a new version of the document or cancelled the editing session e Copy to Allows you to copy the document to other parts of the Document Library e Move to Allows you to move the document to other parts of the Document Library Connect amp Construct Building value through ICT V D cuments Select Create Upload Selected items All Documents I m Editing Others are Editing Recently Modified Recently Added My Favorites User Manual Connect amp Construct Framework pdf W Created just now by Kris Spitsbaard Admin 3MB N 9 E tior No Tags Favorite Like 0 Comment Share v Library m 1 10f1 lt lt 1 gt gt amp Documents v Categories Category Root Y Tags Delete document folder Select to delete the document Szart Workflow This enables you to start a workflow directly from this document see Section 4 6 Manage permissions see Section 4 4 e Publish not used By default the Document Library will only show Download View in Browser and Upload New Version When you click on More the entire list of functionalities will be
27. r each member Roles enable you to determine to what extent the member has access to the documents stored in the document library Site members can have the following roles e Manager full rights to all content e Collaborator full rights on their own content but they cannot delete content of other members e Contributor full rights on their own content but they cannot edit delete content of other members e Consumer cannot create own content read only member Please note that Site Managers can always change the roles of Site Members afterwards by navigating to Sze Members in the Site bar To the right of each member you can change their role and remove them if you will After adding site members and specifying their role you can send your invitations by clicking on Invite Rectangle C in figure 11 To add external members fill in their first name last name and e mail address under Add external users Rectangle D in figure 11 After you clicked on Add they will recetve an invitation by Kris Tesi e mail Pater Decueent Library phe Grupa Pending Invites z inve Users ee e Oh Search Set Ad Raiss to ners added hare wili b bribed Kris Test _s a aba Add External aerg First Marra Laat Name Email Figure 11 Site Members 4 Document Library By clicking on Document Library in the Main functionalities section of your Site dashboard you will be forwarded to
28. s you to ask a group to review and approve a document e New Task Enables you to assign a task to a colleague Pooled review and approve Allows you to set up a review and approval of content for multiple users where they can do this only one at a time Review and approve Allows you to set up a review and approval of content for multiple users at the same time e Send document s for Review Allows you to set up a review and approval of documents for one or more Members The next step is to fill in all the information needed for the assignee to complete the workflow You can add a Message Due date Priority Review Group Items and select whether e mail notifications must be send Additionally for a group pooled and parallel review you can select the percentage of approval required for overall approval of the document n Wy Medium Figure 19 Starting a Workflow To find the document s that is are to be revised and approved click on Add You can find the documents by selecting the project in Sites Rectangle A in Figure 20 and opening the cotrect folder It is important that you give the workflow a Message or title because a workflow is not tied to a specific project It is suggested that you explain what project the workflow is about and what the goal of the workflow is Select x t fee Company Home v IMAP Home IMAP Home No items selected pea g Restore
29. tandard calendar will be presented You can schedule an event by clicking on Add event Rectangle A in figure 26 A new window is opened where you can fill in all the information required for this event e g subject start date end date location etc To bring this event under the attention of other members you can also tag projects members folders and documents in this event see Section 4 5 Furthermore the C amp C Platform offers an 1Cal Feed Rectangle B in figure 26 When you click on Cal feed you will be asked to download a ics file You can import this file into your mail client compatible with ics files e g Microsoft Outlook This will synchronise the agenda of your project with the agenda of your mail client Please note that the synchronization of events only happens manually You will thus have to import an ics file in your mail client every time you want to update your calendar When you add an event on the calendar other project members will not be notified automatically by e mail The event will however show up in the recent activities Dashlet It is thus important that you keep track of the calendar to make sure that your personal calendar is up to date Event Details What Where aes Time All Day Start Date Thursday 20 March 2014 End Date Thursday 20 March 2014 at 12 00 PM at 1 00 PM Figure 26 Calendar 8 Discussion The C amp C Plat
30. te details by clicking on Settings and Edit Site Details next to the site name Rectangle A You will be presented with the same screen as when you create a Site see Section 3 1 where you will be able to change the settings of the Site 3 3 Navigating on Sites E gt Leave Site in the last 7 days N Follow what s going on in this site Watch this list to keep up on the recent site changes You ll see activities such as membership by seeing who is joining and leaving Figure 8 Edit Site Details When you open a Site you will enter the Site Dashboard Like your own personal Dashboard the Site Dashboard is divided in Dashlets a Side Dashboard consists of 2 dashlets Main Functionahtes Document Library see Section 4 e IFC Library see Section 5 Project Management see Section 6 Calendar see Section 7 e Discussions see Section 8 e Szze Activities All recent activities on the site are shown here E Meeting Test amp O Building value through ICT You can also navigate through these main functionalities via the Site bar on the top right Rectangle A You can always return to the Site Dashboard by clicking on the Site name and by clicking on Szte Dashboard in the Site bar By clicking on Home left at the top black header you will return to your personal dashboard which gives an overview of all sites your at allowed to visit A Site Dashboard Document Libr
31. tion 8 Introduction The Connect amp Construct C amp C Platform is a smart ICT solution to make it easier to exchange information digitally within your projects The Platform development is part of a European Commission DG Enterprise and Industry initiative which aims to increase the competitiveness of the European Construction sector through ICT It helps you to communicate in an efficient way during construction projects and offers you many benefits e You can shares large files through a central repository e You can control document versions to make sure you and your partners are using the most recent information e You can limit document access by setting user rights e You can easily keep all parties up to date on ongoing tasks responsibilities deadlines etc e File incompatibility is history because of a common exchange standard for 3D models This user manual will guide you through the C amp C Platform It explains the main functionalities of the C amp C Platform such as how to create projects upload documents notify project members create meetings set deadlines and more This manual is targeted towards project managers who can create projects in the C amp C Platform and add members 1 1 Log onto the C amp C Platform 1 Login and main menu 1 1 Log on to the C amp C Platform The C amp C Platform is built on the Open Source document management system Alfresco Therefore all e mails co
32. uilding value through ICT explains the five basic steps you have to take to set up a structure that defines what you will exchange when and how Each of the steps link to ready to use templates and relevant platform functionalities In each of the sites of which you are a member there is a Project Management folder in your Document Library LINK TO Project management folder in Document library This contains functionalities and related templates which enable project managers to define the five basic elements of information exchange before they start a project That way project team members have clear agreements on the who what when and how from the outset This gives a clear structure to your communication 1 Scope 2 Milestones and deliverables 3 Roles and responsibilities 4 Communication plan S Communication procedures The templates are based on existing communication protocols such as IDM VISI PAS1192 2 A13 and the BIM Project Execution Plan Document Template Pennsylvania State University 2009 The steps above and the templates are the basic elements covered in most protocols The different steps and related templates and functionalities are described in more detail below Figure 25 Project Management 7 Calendar Each Site has a Calendar that you can use to schedule meetings set deadlines et cetera You can find the calendar on the Site Dashboard of each project After opening the calendar a s
33. y clicking on Inherit permissions Rectangle B in figure 16 This will delete all the permissions project members have over this document Subsequently you can add project members you want to have access to the document folder by clicking on Add User Group Rectangle A in figure 17 Click on Search and Add to add the member and specify a role to determine what permission this project member has with respect to this document folder Rectangle B in figure Ly Manage Permissions User Manual Connect amp Construct Framework pdf Inherited Permissions Users and Groups site_test kris_SiteCollaborator Inherit Permissions dd User Group Turn off Permission Inheritance Site Collaborator Are you sure you do not want to inherit permissions site_test kris_SiteConsumer site_test kris_SiteContributor site_test kris_SiteManager Figure 16 Inherit Permissions Documents Manage Permissions User Manual Connect amp Construct Framework pdf Locally Set Permissions Site Consumer Only local permissions will apply to this document folder Site Contributor Site Manager a E S Inherit Permissions Users and Groups e Kris Spitsbaard e Kris Spitsbaard Admin Role B Actions e Site Collaborator v G Delete Editor Consumer Collaborator Coordinator Contributor Save Cancel Site Consumer Figure 17 Set Permissions Site Contributor Site Manager Site Collaborator
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