General

Clicking General in the menu opens the project configuration view where project administrators can configure the project in the following views.

Configuration View

Description

General

Displays project name, database name, project image, project description, and the name of the template project if one was used when creating the project. Displays the number of projects currently publishing, status of point cloud synchronization, and the indexing status of document data sources and managed documents. The name of the data source is a link to the data source configuration.

Note: If you save the data source configuration, all data sources of the same adapter with indexing enabled, will be indexed again.

The project details can be edited. See Editing project details.

Complete project settings be exported and imported. See Exporting project configuration and Importing project configuration.

Database Name displays the project GUID. The GUID is needed when adding or removing point cloud files (.cpd). Point cloud files are stored in the eShare server in C:\ProgramData\Cadmatic\eShare\pointCloud\<projectGUID>. See Adding point clouds to a project.

Model

Allows configuring attribute settings, attribute categorization, and attribute visibility, as well as uploading and publishing a 3D model. See Model configuration.

Submodel Allows configuring settings for publishing submodels. See Submodels.
Maps Allows uploading 2D maps of the model. See Maps.

Smart Point and Markup Types

Allows configuring Smart Point Types, Markup Types and Attribute Types. See Smart Point and markup types.

Point Clouds and Textured Meshes Allows uploading and removing point clouds and textured meshes, view their status and information, creating hierarchies, and downloading generated point cloud files. See Point clouds and textured meshes.

Status Tracking and Object Grouping

Allows configuring status tracking definitions and designating status workflows that define which statuses can each status be changed to. See Status tracking and object grouping.

Adapters and Data Sources

Allows integrating CADMATIC eShare with other systems and applications, to retrieve and display information for example from a relational database, a document management system, a Microsoft Excel file, or web page. See Adapters and data sources.

Managed Documents

Allows specifying the hierarchy of documents obtained from CADMATIC design applications as well as designating how object links are highlighted in such documents. See Managed documents.

Document Handling

Allows configuring automatic detection of references to design objects in documents obtained from an external data source or CADMATIC design application. See Document handling.

Project Users and Groups

Allows adding and removing project users, and designating users as project administrators. See Project users and groups.

Project Colors Allows defining a color palette for the project to be used in all color pickers. See Project colors.

Project Variables

Allows creating variables that can be used in adapter and data source configurations. Editing a project variable that is already in use requires opening and saving each configuration where the variable is being used. See Project variables.

All of the above—the complete project configuration—can be transferred from one project to another by using project configuration export and import.