New Group Wizard (DriveWorks Documentation)

New Group Wizard

The New Group wizard is used to create new Individual and Shared DriveWorks Groups.

The New Group Wizard can be launched from:

The Title Bar (select New Group)
Once a Group is open, the Close Group option will become available.
The Command Bar (click Create Group)

Once either of the above has been selected the New Group wizard will open.

The first task is to select the type of group you want to create.

To create an individual group select Individual and click Next.
To create a shared group select Shared and click Next.
To create an individual group from a template, select the required template and click Next.

Double clicking an item in the list will select that item and advance to the next step of the wizard.

For information on the differences between the two group types please see the article Info: Individual And Shared Groups.

For information on the available Templates please see Group Templates for more information.

Backup A Group

To Backup a Group use the Copy Group task in the Data Management tool.

Create a Configuration file to quickly import the preferred options for a Backup.

To create a new Individual group, browse for a location for the group's file, enter a name and click Finish.

By default, a new group will be created with a single user called Admin with a blank password, which you can customize when creating your group.

Individual Groups located on a network

When an Individual Group is located on a network, a local copy of the Group file is taken.

The changes are copied to the network version when the Group is closed.

Please see Info: Where To Store DriveWorks Data for information on where to store the data associated to a DriveWorks implementation.

To create a shared group:

DriveWorks Pro Server must be installed on the network.
A Pro Server database must be set in the Management Console.
The Database Status (in Pro Server Management Console) must show Connected to Server.
An Elevation Password must be set.

To create a new Shared group:

Enter a name for the group in the Name field.
Select the Server name where DriveWorks Pro Server is installed.
This is typically:
http://<machine name>:54380
The port number (54380 shown above) can be set in Management Console - Port Settings.
Set the Default Administrator User Name and Password.
Click Finish.
A two stage security procedure will follow, for the creation and logging into the new shared group:
1. Pro Server Authentication
  Enter the Elevation Password set in Pro Server Management Console.
  Click Log-on
2. Login to Group
  These are the credentials set in step 3 above.
  Click Login

Cloud Service Hosting

Shared Groups can be hosted, and created directly in Cloud Services such as Microsoft Azure

The New Group wizard allows a Group to be created based off a predefined template.

Please see Group Templates for more information.