DOC4000 Help - Honeywell DOC4000 - 7.3.0 - Help - Intergraph

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Product: Honeywell DOC4000
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Welcome to the DOC4000 Help
Initial Setup
Admin Utility Overview
Running the Admin Utility as an Administrator
Starting the Admin Utility
Clearing the IIS Cached Configuration Information
Validating Your License
Validating Your License by Telephone
Validating Your License by Email
Managing Your Databases
Creating a Database
Changing the Configuration for an Existing Database
Understanding and Enabling Asset Roll Back
Working with Multiple Databases for Enterprise Deployments
Working with Project Databases
Admin Utility Differences When Using Multiple Project Databases
Deleting a Project in Multiple Database Mode
Defining the Web Application (DOC4000 Web Interface)
Configuring the Web Application
Restarting the Web Application
Defining Your Service Accounts
Configuring Users and Groups
Configuring User Authentication and Validation
Understanding Active Directory Integration
Understanding Built-In Primary Roles
Creating Custom Roles
Creating Groups
Creating Users
Changing and Resetting User Passwords
Unlocking a Locked User Account
Disabling and Re-enabling User Accounts
Exporting a List of Users or Groups
Identifying Assets and Importing Data
Understanding Assets, Data Owners, and Asset Models
Loading (Importing) Asset Models
Viewing the Event Log for Asset Model Loading Errors
Adding, Modifying, and Deleting Assets (Data Owners)
Adding an Asset (Data Owner)
Configuring an Existing Asset (Data Owner)
Deleting an Asset (Data Owner)
Scheduling Data Imports
Scheduling and Running Data Imports with the Admin Utility
Running a Defined Data Import
Monitoring the Status and History of Scheduled Data Imports
Copying a Data Import Schedule
Modifying a Data Import Schedule
Enabling or Disabling a Data Import Schedule
Deleting a Data Import Schedule
Scheduling Data Imports from the Command Line
History of Data Imports
Viewing Details about Imported Data
Restoring a Previous Version of Imported Data (Roll Back)
Setting an Import Time as the Baseline
Configuring Asset Explorer and Rack Settings
Configuring the Asset Explorer Tree
Rack Configuration
Adding a Rack in Rack Configuration
Assigning Objects to a Rack in Rack Configuration
Maintenance, Settings, and Data Management
Maintaining DOC4000
Antivirus Software, Security Information, and Patches
Backing up and Archiving Data
Shrinking the Transaction Log
Scheduling Maintenance
SQL Server Roles and Permissions
Using the DOC4000 Maintenance Features
Performing Database Maintenance
Configuring Change Tracking
Configuring Email Notifications
Accessing DOC4000 with Trusted Domains
Integrating the PAS Dashboard
System Wide Settings
Automated Asset Discovery
Understanding the Asset Discovery System Wide Settings
Defining Workflow Cases and Notifications for Asset Discovery
Improving IP Address and MAC Address Identification
Mapping Known Network Devices and DOC4000 Data Owners
Data Integrity
Understanding the Data Integrity System Wide Settings
Defining the Workflow Case and Notifications for Data Integrity
Defining the Expected Number of Changes During Data Imports
Defining the Expected Length of Time for Data Imports
File Upload Restrictions
Vulnerability Management
Understanding the Vulnerability Management System Wide Settings
Defining Notifications for Vulnerability and Patch Management Data
Understanding Data Forwarding and Receiving
Understanding Data Forwarding and Receiving Scenarios
Understanding Forwarded Data
Data Forwarding and Receiving Prerequisites
Vulnerability Management Folder Structure Requirements
Planning for Data Forwarding and Receiving
Configuring Data Forwarding
Configuring Data Receiving
Understanding Schedules for Data Forwarding and Receiving
Understanding Import Data Archives
Creating the Database for the Import Data Archive
Configuring the Import Data Archive
Checking the Status of the Import Data Archive
Restoring an Import Data Archive
Creating and Configuring Workflow Definitions
Understanding States, Transitions, and Checklists
Sample Workflow Templates
Understanding Workflow Case Numbering
Steps for Workflow Configuration
Defining Common Fields
Defining the Location Common Field for Workflows
Creating Checklists for Workflows
Using PlantState Integrity (PSI) Data within Workflow Definitions
Creating a Workflow Definition
Copying a Workflow Definition
Modifying a Workflow Definition
Configuring Case Type Selection Properties
Assigning Users to Transitions and Checklists
Configuring Email Message Templates
Configuring Email and Approval Rules
Configuring Email Notifications for Errors
Associating Object Types with a Case
Viewing the Transition Event Log
Viewing the Email Queue
Configuring Change Tracking Workflows
Defining the Owner for Each Monitored System
Defining the Location for Each Monitored System
Defining the Change Tracking Workflow and Setting the Time Delay
Detecting Security Changes and Creating Related Cases
Configuring Patch Management Workflows
Creating the Patch Testing Checklist
Creating the Patch Implementation and Mitigation Checklist
Creating the Patch Testing Workflow
Creating the Patch Implementation and Patch Mitigation Workflows
Understanding the Workflow Configuration Settings
Defining the Patch Management Workflows to Use
Configuring a Vulnerability Management Workflow
Creating the Vulnerability Management Workflow
Defining the Vulnerability Management Workflow to Use
Configuring Baseline Workflows
Managing Additional Modules
Using Document Manager
Steps for Implementing Document Manager
Adding a Document Manager Data Owner (Asset)
Adding a File Group
Establishing Document References
Specifying the Document Hierarchy within File Groups
Verifying Document Manager Asset Imports
Configuring Custom Properties
Creating a Custom Property
Creating a Custom Property Group
Creating a Custom Property Template
Deleting a Custom Property, Property Group, or Template
Importing Custom Property Values from a Microsoft Excel File
Configuring KPIs
Recon Configuration for Windows Systems
Configuring Event Log Collection and Analytics
Configuring Inventory Items
Troubleshooting DOC4000
Viewing the Test Page
Server Application Unavailable Error
Missing Graphics in the DOC4000 Web Interface
Missing Graphics and Control Maps Due to Directory Permissions
Microsoft IIS Is Timing Out
Reports Longer Than One Page Do Not Run
Setting the Admin Utility to Run as an Administrator
Unable to Open Control Map Reports
Runtime Web Error in DOC4000
Compilation Error in the DOC4000 Web Interface
Issues with Report Generation for PDF or Visio
DOC4000 Web Interface Overview
Getting Started with DOC4000
Configuring Internet Explorer
Opening the DOC4000 Web Interface
Changing Your Password
Defining Your System Settings
Configuring Application Settings
Configuring Email Settings
Configuring Group Settings
Configuring Impact Factor Settings
Configuring Integration Settings
Configuring Normalization Settings
Configuring Printer Settings
Configuring Query Settings
Understanding the DOC4000 Web Interface
Customizing the DOC4000 Web Interface Home Page
Minimizing and Restoring Home Page Modules
Exploring Assets
Using the Asset Explorer
Using the Hardware Overview
Viewing and Searching Data
Using Asset Viewers (Tabs)
Alarms Viewer
Changes Viewer
Controller Viewer
CL File Viewer
Defect Viewer
Display Viewer
Email Viewer
File Compare Viewer
Flowchart Viewer
IP Addresses Viewer
Logic Viewer
Map Viewer
Notes Viewer
Program Viewer
Properties Viewer
References Viewer
Reserve Viewer
SFC Viewer (Delta V or Foxboro I/A)
Tags Viewer
User-Defined Viewer
Searching the Database
Search Hints
Search Operators and Wildcard Characters
Concurrent Users and Object Locking
Locked by You
Conflict
Locked by Another User
Using Notes
Viewing, Editing, or Deleting Notes for One or More Assets
Adding a Note for an Asset
Change Tracking and Defects
Understanding Change Tracking
Understanding the Changes Window
Understanding the Changes Tab
Working with Change Tracking
Viewing and Filtering the List of Identified Changes
Labeling Imports for Easier Identification and Selection
Viewing the Changes for a Specific Object
Acknowledging or Unacknowledging a Change
Assigning Changed Objects to a Workflow Case
Viewing the Changed Objects Assigned to Cases
Printing and Exporting the List of Changes
Understanding Defects
Understanding the Defects Window and Columns
Understanding the Defects Tab
Working with Defects
Viewing and Filtering the Defects
Viewing the Defects for a Specific Object
Printing and Exporting the List of Defects
Acknowledging a Defect
Unacknowledging a Defect
Associating a Defect with a Punch List Item
Assigning a Defect
Unassigning a Defect
Suppressing a Defect
Unsuppressing a Defect
Resolving a Defect
Unresolving a Defect
Organizing Work Items
Understanding the Punch List
How Punch List Items Work with Cases, Objects, and Defects
Understanding the Punch List Fields
Working with the Punch List
Viewing or Exporting the Punch List
Creating a Punch List Item
Reviewing and Modifying a Punch List Item
Associating a Punch List Item with a Case
Associating a Punch List Item with a Defect or Object
Removing an Associated Case, Defect, or Object from a Punch List Item
Suppressing a Punch List Item
Unsuppressing a Suppressed Punch List Item
Closing a Punch List Item
Deleting a Punch List Item
Understanding Workflows and Cases
Understanding How Workflow Cases Are Created
Understanding Workflow Case Fields
Working with Workflow Cases
Viewing the Workflow Cases
Viewing Case Summaries
Viewing Cases with Associated Objects
Viewing Files Attached to Checklists in a Case
Exporting the List of Workflow Cases
Searching the Cases
Starting a Workflow Case (Creating a Case)
Starting a Case with Associated Objects
Updating a Case
Printing a Case
Reconciling Changes Associated to a Case
Restarting a Case
Reassigning a Case
Updating Workflow Cases for Removed Active Directory Users
Closing a Case
Deleting a Case
Managing Spares
Understanding Spares
Working with Projects
Creating a Project
Modifying a Project
Deleting a Project
Searching for Spares
Reserving a Spare
Searching for Reservations
Deleting a Reservation
Reporting and Queries
Understanding Queries
Understanding the Types of Queries
Working with Queries
Creating a Query
Creating a Property Data Query
Creating a Change History Query
Creating a Reference Data Query
Creating a SQL Query
Running a Query
Printing and Exporting Query Results
Modifying a Query
Deleting a Query
Understanding Reporting
Working with Reports
Creating a Report Package
Editing a Report Package
Running and Printing a Report Package
Viewing Previously Run Reports
Deleting a Report Package
Scheduling a Report Package
Modifying a Report Schedule
Deleting a Report Schedule
Support, Copyright, and Legal Information
Copyright Notice
Customer Support and Technical User Forum
Hexagon Policy Against Software Piracy

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