IQ-Software

• 1: Connect to CDM-Server
• 2: Login to CDM-Server
• 3: Managing Projects

1 - Connect to CDM-Server

Step 1: Open the IQ-Software

Step 2: (Top Menu) Tools -> Workstation Settings

Step 3: (Left Menu) Server Settings

Please enter the Server URL which must include:

• https:// at start
• The domain name part you will get from your administrator
• :XYZ the port number at the end

Step 4: Check Connection

Click on the Check Connection Settings button to verify the connection. You should see the following message box.

Certificate Error

If the CDM-Server has been setup using a self-signed certificate, you will see the following error if the certificate is not installed on your system.

The administrator can install it using group-policy or you can install it manually. Please see Install Self-Signed Certificate for more information.

2 - Login to CDM-Server

After starting the IQ-Software you have to login to the CDM-Server when performing your first command related to the CDM server (e.g. opening the Administration | CDM Administration). IQ-Software automatically prompts you for your credentials. Depending on the configured ID Provider on your CDM-Server the login procedure varies:

Local

Please enter the your username and your password as set up by your CDM administrator.

LDAPS

Please enter your LDAPS username and password.

Azure

You are redirected to your webbrowser which shows the Azure Login page (depending on your previous activity one of the following pages will be shown):

Select the account you want to use by clicking on it or providing your account name and clicking Next. Then enter your password on the following screen. After successful authentication, this message is shown in the browser:

Authentication complete. You can close the browser and return to the application.

Now you can close the browser (tab) and switch back to the IQ-Software window.

On subsequent login attempts you might not even need to provide your username and password and are at once redirected to a page showing the above “Authentication complete” message. In this case, simply close the browser (tab) and switch back to the IQ-Software window.

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Logout

When closing the IQ-Software your login session on the CDM-Server is automatically terminated.

Should you need to log out and log in with a different user while using the IQ-Software, please use the File | Logout and File | Login menu commands in the Administration | CDM Administration window.

3 - Managing Projects

The CDM Server manages your IQ-Software data in seperate Projects. Each Project is stored on the CDM-Server in a Business Unit. These Business Units can be nested (one inside another) so that you can create tree-like structures similar to folders and subfolders within a regular file system.

Uploading .fme Files as CDM-Server Projects

The first step to working with the CDM-Server is to upload an existing project from one of your .fme files:

1. Open the .fme file in the IQ-Software
2. Choose File | Upload Project to the CDM-Server...
3. Choose the Business Unit into which the project should be uploaded

Note that you can only upload a project if the file contains exactly one project. If this is not the case please reorganize the data in the file in this respect.

Alternatively, you can create a new project via context menu directly in the CDM Administration (see below).

Opening a Project from the CDM-Server

Once there are projects available on the CDM-Server, you can open a project in the IQ-Software as easy as opening an .fme file: Choose File | Open CDM-Server... (alternatively you can also use Administration | CDM Administration).

This opens the CDM Administration view, showing you the available Business Units and their projects:

Selecting a Business Unit (1) shows you the contained Projects. When you select a Project (2), the contained structures are shown (3).

You can open a Project via the context menu or by double clicking it.

CDM Administration

In the CDM Administration (File | Open CDM-Server... or Administration | CDM Administration) you can also do the following things apart from opening a Project:

1. Create a new Project or Business Unit
2. Change the name of a Project or Business Unit (in multiple languages)
3. Delete a Project or Business Unit from CDM-Server
4. Move a Project from onen Business Unit to another using Drag&Drop
5. Perform an explicit File | Login... or File | Logout

Points 1 to 3 are available from the context menu (right-click).