UserClient

This overview introduces the most important features of the UserClient and helps you get started quickly.

For more information about handling components, see Work with components.

With the UserClient, you can update a project in three steps:

1. Check-Out: Download the project data from the server to your local computer.
2. Open and edit projects: Make the required changes to the project.
3. Check-In: Save your changes by creating a new version and uploading it back to the server.

If an external supplier needs to edit a project but does not have access to the Octoplant system, you can use:

• Supplier Check-Out
• SmartImport for supplier projects

These features support exchanging data with suppliers during Check‑out and Check‑in.

You can also do the following in the UserClient:

• Compare component versions
• Execute jobs and view job results Jobs are defined and configured in the AdminClient.

Use tags to add flexible information to versions, for example, for filtering or classification.

Use Quicksave to store backup copies of your current work on the server without creating a new version.

Depending on your system configuration, you may also be able to:

• Delete from the server
• Manually Update between the UserClient and the server

For more information refer to:

• The UserClient interface
• Set the clients language

• Change password

• Display details on individual objects

• Client settings
• Component log
• AdminClient -> Jobs module