Archibus System Management Help contains everything needed for configuring and extending the Archibus according to the needs of your site.

The material in the Archibus System Management Help is divided by the skills that each role needs to perform their deployment tasks:

Role Responsibilities Get Started with these Help Topics
Installers

Set up:

  • a non-SaaS deployment

  • mobile apps

  • OnSite

  • Plugin for MIcrosoft Outlook

  • Exchange Integration
Archibus administrators

Personalize the interface

Configure workflow rules

Establish application-level security
Archibus SaaS administrators SaaS-specific tasks
CAD and BIM managers

Manage drawings

Control drawing properties

Control the Revit environment
System administrators

Configure authentication

Establish database-level security

Manage new versions and databases of Archibus

Integrate with other enterprise systems (Connectors)

 
Add-in managers

Customize the database.

Make changes within the Archibus environment using the Archibus technologies examples, tools, and conventions.

  • These add-ins can impact the user interface, such as changes made with the View Definition Wizard.

  • They can also impact calculations and workflow. Make these changes using the Basic Rule Wizard or by hand-editing .java workflow rules.
System integrators

Integrate Archibus with other ERP systems

Audit database activity.
Software engineers

Create new “kit of parts” elements for use in Archibus views or extend the core functionality for use in Archibus workflow rules.

Software engineering skills are not required for typical Archibus deployments.
Localization coordinators Prepare to translate Archibus applications and the Archibus programs into other languages
Mobile app administrators Change the forms that appear in the Archibus mobile apps and use the Archibus Mobile Framework to define their own mobile apps.

Access System Management Help

Use the following procedures to access Archibus System Management Help. You can then bookmark the URL for future access.

From Archibus User Help

  1. Load Archibus User Help from a bookmark, or from the Help command in Smart Client or Web Central.
  2. On the home page of Archibus User Help, choose the link to System Management Help.
  3. In System Management Help, use the Contents to move to any topic.

From Web Central or Smart Client

  1. On the Navigator, select the System / Add-in Manager role or the System / Archibus Administrator: User and Security role.
  2. Right-click on the role and choose Help from the resulting pop-up menu. You will open  System Management Help at a topic specifically addressing the selected role.
  3. From here, you can use the Contents to move to any help topic in  System Management Help.

Return to Archibus User Help

Click here to return to Archibus User Help .