How to configure Signifikant Web Viewer for Notes functionality

Owned by Ruud de Bruijckere
Last updated: 02 Jul 2019
1 min read

The Notes functionality lets users save notes on elements (catalogues, assemblies, parts, etc.) in web viewer and stores these notes in the server database. Users can see the saved notes when they visit the element, or they can get an overview of all their notes through the "My Account" page.

Instructions

  1. Activate, and configure, the Server database in server.config so that notes can be saved in the Server database

    <ServerDatabase>
     <Enabled>true</Enabled>
     <DataBaseName>Assert#Server</DataBaseName>
     <DataBaseServer>(local)\SQLEXPRESS</DataBaseServer>
     <UseSqlServerUser>false</UseSqlServerUser>
     <SqlServerUser />
     <SqlServerPassword />
</ServerDatabase>

  2. Activate the Notes functionality in profile.config so that the functionality is available in web viewer

    <NotesEnabled>false</NotesEnabled>

  3. Assign permission “MyAccount” in permission.config to a group MyAccountGroup so that members of the group will have access to the functionality

    <ResourcePermission>
     <Id>6</Id>
     <Enabled>true</Enabled>
     <Name>MyAccount</Name>
     <Note>Users can access My Account settings</Note>
     <Groups>
          <string>Administrators</string>
          <string>MyAccountGroup</string>
     </Groups>
</ResourcePermission>
  4. Create a user and assign it to the group MyAccountGroup

  5. Log in as the user and you will have the possibility to create notes

  6. Select "My Account" from the personal menu and then click on the "My account" button and select "My notes" to see an overview of your personal notes.