While setting up or using NetPM, please take note of the below best practices:
Setup Do’s and Don’ts:
- DO Perform DXM “Full Installation” on your dedicated NetPM Server
- DO Perform DXM Installation “Application Files and MongoDB Setup Only” at each ETAP Workstation intending to sync changes through NetPM
- DO NOT manually relocate the manager’s Primary Project once it has been registered and uploaded to NetPM.
- DO NOT overwrite the manager’s Primary Project either manually or with any other client download.
- DO NOT access and operate the manager’s Primary Project from a different PC than what was originally used to register/upload the project to NetPM.
- DO NOT access and operate a locally saved Client Project from a different PC than what was originally used to download that Client Project
For Specific Workflow Scenarios:
A. Simultaneous Teamwork – Fully Automatic Synchronization
- Keep Manager’s Primary Project open to allow continuous synchronization
- Keep all upload and download queues for both Manager and Client set to Auto
- Define non-overlapping areas of work between team members.
- Periodically have Manager re-upload the primary project to improve synchronization and recovery performance
- Once teamwork is complete, have the Manager unregister the project to mitigate unintended subsequent synchronization
B. Asynchronous Teamwork – Manager Driven On-Demand Synchronization
- Set Manager’s Download queue to On-Demand
- Set Manager’s Upload queue to Auto
- Set Client Download queues to Auto
- Set Client Upload queues to On-Demand
- Have client team members periodically submit their changes in bulk from their Upload queue (daily, weekly, etc.)
- Ensure Manager is regularly reviewing and processing changes from their NetPM Download queue
- ALWAYS process synchronization messages in the order that they were generated/proposed. Skipping messages or processing them out-of-sequence can make the projects out-of-sync.
- Periodically have Manager re-upload the primary project to improve synchronization and recovery performance
- Once teamwork is complete, have the Manager unregister the project to mitigate unintended subsequent synchronization