ELIAS GmbH
Produktdokumentationen

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> User manual #@IC_HTML@# > More

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<html><b><font size="+2">Quick start</font></b></html>
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With #@IC_HTML@#, you can quickly and easily create high-quality test plans based on technical drawings. All help topics for the user are prepared in the [[en:infra-convert:user|user manual]].

#@IC_HTML@# can be flexibly adapted to the work processes and connected systems in the company. The [[en:infra-convert:dev|administrator's manual]] covers in-depth topics for preparing the program for use.

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==== Step by step to productive work ====

The following is an example of a common way to configure #@IC_HTML@# and deploy the defaults across the enterprise. However, the settings do not need to be distributed via configuration file (step 3) and projects do not need to be prepared as templates (step 4).

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**Install program**

Install #@IC_HTML@# on the designated workstation PCs (clients).\\  **See** Installation > [[en:infra-convert:user:installation:sysreq|System requirements]]\\  **See** Installation > [[en:infra-convert:user:installation:workflow|Installation]]
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**Set up license**

Install the license service, a utility, on a license server you specify. Start #@IC_HTML@# on any client and connect to the license server: Select **Server** and enter the name of the host. Send the displayed registration key to your provider. You will then receive a license file, which you load on the client in #@IC_HTML@#. The license data is sent to the license server and stored there.\\  **See** Installation > [[en:infra-convert:user:installation:licfloat|Set up a server license]]

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**Configure program**

Define the behavior of #@IC_HTML@# in the settings, for example the default project template folder, details of the characteristic recognition, the type of stamp number assignment or the directory for Excel test report templates. You open the settings menu via **Edit** (menu bar) > **Settings**.\\  **See** Settings > [[en:infra-convert:user#settings|Settings]]

> **Note** Some settings can only be set in administrator mode.\\  **See** Settings > Settings > Administration > [[en:infra-convert:user:config:administration#open|Open]]

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Your individual settings, if you have not worked in administrator mode, are stored in the configuration file **Settings.json** in the directory **%AppData%\ELIAS GmbH\infra-CONVERT**. Copy the file out here.

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{{ en:infra-convert:user:quick_guide:settings_in_appdata.png?nolink | }}

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In administrator mode you can export all currently set settings directly: **Edit** > **Settings** > **Administration**.\\  **See** Settings > Settings > Administration > [[en:infra-convert:user:config:administration#export_configuration_files_group|“Export configuration files” group]]

Open the Settings.json file with a text editor and delete all unnecessary settings, especially user-specific paths.\\  **See** Administrator's Manual > Configuration and import > "Settings" Parameter file > [[en:infra-convert:dev:settings#list_of_the_settings|List of the settings]]

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The two setting parameters in the adjacent example specify the path to the license server (**LicenseServerUrl**) and enable the annotation function (**AnnotationsEnabled**).

Setting parameters are written consecutively in the form **″Parameter″: { }** and separated by a comma. The order does not matter.

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{{ en:infra-convert:user:quick_guide:settings_json_in_texteditor_bearbeiten.png?nolink | }}

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You can now make the prepared configuration file available to other users on the workstation PCs, either in the ProgramData or in the user-specific AppData directory. We recommend the AppData directory.

|< 100% 12% 44% 44% >|
^  ^ %ProgramData%\ELIAS GmbH\infra-convert ^ %AppData%\ELIAS GmbH\infra-CONVERT ^
^ Advantages | {{en:infra-convert:icon_plus.png?nolink|}} If several users are working on one computer, the configuration file only needs to be exchanged in one place. | {{en:infra-convert:icon_plus.png?nolink|}} Users can copy the configuration file to the directory by themselves.\\ \\ {{en:infra-convert:icon_plus.png?nolink|}} If user-specific settings already exist, these are reset with this. |
^ Disadvantages | {{en:infra-convert:icon_minus.png?nolink|}} The directory can only be written to with administrative rights.\\ \\ {{en:infra-convert:icon_minus.png?nolink|}} Any existing user-specific settings in the AppData directory are retained and take precedence. | {{en:infra-convert:icon_minus.png?nolink|}} The configuration file must be copied to user directories. |

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**Create project templates**

Name the project and the first test plan version. Define the tags, categories, and stamp templates.* Save the project as a template and store it on a file server, for example, so that it can be accessed centrally from all workstation PCs. Project templates can also be used, for example, to map different inspection planning scenarios.\\  **See** Functions > Projects > [[en:infra-convert:user:functions:saveprojectastemplate|Save project as template]]

* – Class definitions can be customized with a text editor in the corresponding configuration file. After customization, a new project must be created to load the definitions.\\  **See** Administrator's Manual > Configuration and Import > [[en:infra-convert:dev:characteristicclasses|Parameter file "CharacteristicClasses"]]
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**Create test report templates**

Test plan data can be exported from #@IC_HTML@# directly into an Excel test report. You can use or adapt the Excel templates supplied directly, but you can just as easily create your own templates or continue to use existing company templates.\\  **See** More > [[en:infra-convert:user:exceltemp|Create and customize Excel templates]]
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The productive work can now be started.

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**Create project and test plan**

Create a project for each object to be inspected (component or assembly with a part number). Several drawing sheets can be assigned to one test plan.\\  **See** [[#From the drawing to the test plan: The essential work steps|From the drawing to the test plan]]\\  **See** [[en:infra-convert:user:terms#drawing_data_format|Drawing data format]]

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**Versioning the test plan**

In the event of a drawing change, you can use the drawing comparison to quickly and safely create a new test plan version based on the previous version. Test plan versions are managed within a project.\\  **See** [[en:infra-convert:user:functions:drwcomp|Compare drawings]]

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==== From the drawing to the test plan: The essential work steps ====

Below we will guide you through the basic steps to create a test plan from a drawing in #@IC_HTML@#.

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[[#Create project|{{:en:infra-convert:user:quick_guide:ic_schnelleinstieg_arbeitsschritte_01.png?nolink&80|Create project}}]] 
[[#Import drawing|{{:en:infra-convert:user:quick_guide:ic_schnelleinstieg_arbeitsschritte_02.png?nolink&80|Import drawing}}]] 
[[#Stamp|{{:en:infra-convert:user:quick_guide:ic_schnelleinstieg_arbeitsschritte_03.png?nolink&80|Stamp}}]] 
[[#Stempel positionieren|{{:en:infra-convert:user:quick_guide:ic_schnelleinstieg_arbeitsschritte_04.png?nolink&80|Reposition stamps}}]] 
[[#Change numbering|{{:en:infra-convert:user:quick_guide:ic_schnelleinstieg_arbeitsschritte_05.png?nolink&80|Change numbering}}]] 
[[#Export drawing|{{:en:infra-convert:user:quick_guide:ic_schnelleinstieg_arbeitsschritte_06.png?nolink&80|Export drawing}}]] 
[[#Export test plan|{{:en:infra-convert:user:quick_guide:ic_schnelleinstieg_arbeitsschritte_07.png?nolink&80|Export test plan}}]]

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Alternatively, the free [[https://www.youtube.com/playlist?list=PL7OzlhYZmEEimfSpzJhGMh7Cbkb7VLX4u|training videos (YouTube)]] are available.

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==== Create project ====

(Full functional description: Functions > Projects > [[en:infra-convert:user:functions:newproject|Create new project]])

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{{page>en:infra-convert:user:functions:newproject_workflow_en}}

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==== Import drawing ====

(Full functional description: Functions > Drawings > [[en:infra-convert:user:functions:drwimport|Import drawing]])

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{{page>en:infra-convert:user:functions:drwimport_workflow_en}}

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==== Stamp ====

(Full functional description: Functions > Characteristics > [[en:infra-convert:user:functions:ballooning|Automatic stamping]]; alternative function: Functions > Characteristics > [[en:infra-convert:user:functions:ballooning_man|Manually stamp]])

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{{page>en:infra-convert:user:functions:ballooning_workflow_en}}

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==== Reposition stamps ====

(Full functional description: Functions > Characteristics > [[en:infra-convert:user:functions:balloonspos|Reposition and align stamp]])

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{{page>en:infra-convert:user:functions:balloonspos_workflow_en}}

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==== Change numbering ====

(Full functional description: Functions > Characteristics > [[en:infra-convert:user:functions:chnum|Change numbering]])

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{{page>en:infra-convert:user:functions:chnum_workflow_en}}

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==== Export drawing ====

(Full functional description: Functions > Export > [[en:infra-convert:user:functions:pdfexport|Export drawing]]

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{{page>en:infra-convert:user:functions:pdfexport_workflow_en}}

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==== Export test plan ====

(Full functional description: Functions > Export > [[en:infra-convert:user:functions:cplanexport|Export test plan]])

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**Go to previous page**\\ 
[[en:infra-convert:faq|Frequently asked questions and answers]]
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