HAPYTEAM 2D CAD Application Quick Introduction

1. Download and Installation Applications

From the hapyteam.com homepage, scroll down, menu: Technical Support -> Downloads,
Or you can directly find the corresponding 2D CAD software from https://hapyteam.com/download (opens new window) to download the latest version.

Currently, HAPYTEAM supports three 2D CAD platforms: AutoCAD /ZWCAD/ GStarCAD .
After the installation is complete, restart the corresponding CAD and you will see the following Batch Plot menu and HAPYTEAM Project Manager. The operations of the three CAD platforms are exactly the same. AutoCAD platform will be used in the following introduction.

2. Log in

Click the Login button of the Hapyteam Project Manager.

The program will pop up the following dialog box

Under normal circumstances, enter the user name and password, and the program will automatically log in to the HAPYTEAM server. If it is a private deployment, click the settings button in the lower right corner.

Enter the IP address of the company's server , such as 192.168.1.8. If you need to switch the theme and language, select the corresponding option.

After logging in, the program will automatically switch to the project you were working on during the last login.

Explanation:

• If the user has multiple projects, you can switch projects from the drop-down selection box.
• In the project file list, if a DWG file is selected, the thumbnail of the file will be displayed in the thumbnail window, and all versions of the file will be displayed in the version list

3. Understanding the working folder

HAPYTEAM uses the object-oriented storage system MinIO for file storage. All files are stored in a fragmented manner. There is no concept of folders or directories. Therefore, by setting the working folder of each project, it is automatically mapped to the local working folder.

For personal projects, the creator is the project administrator. For enterprise projects, an enterprise administrator is required to create the project and at least assign a project manager.

In the above figure, the project name is Manufacturing and the working folder is D: \ HAPYTEAM. Then all local files of all users of this project correspond to D:\HAPYTEAM\Manufacturing.

If the project manager has created the corresponding folder on the server, then through the right-click menu on the file or folder in HAPYTEAM Project manager for CAD, such as the right-click menu of 001_DWGFiles in the project folder, "Go to Local", the program will automatically check whether there is D:\HAPYTEAM\Manufacturing\001_DWGFiles locally. If there is already such a folder, directly open the Windows Explorer and automatically switch to the folder. If there is no such folder locally, the program will automatically create this folder. This function can automatically create a folder that exists on the server but not locally, so as to avoid manual creation and input errors.

4. Commands about the Project Manager

The icons above are, from left to right: open HAPYTEAM homepage, log in, log out, refresh project, get software updates from server, annotation, drawing frame list

1. Log in
   User logs in to the HAPYTEAM server

2. Sign out
   User logged out from the server

3. Refresh Project
   Refresh the project list and file status

4. Get updates
   Get the latest version from hapyteam.com/download

5. Annotation
   Users create review comments in CAD or get review comments related to the file from the server, and modify the drawings based on the comments.

   

6. Frame List
   If the user has defined the title block (or drawing label) template of the drawing, and defined the corresponding attributes to be extracted from the title block of the drawing, such as drawing number, drawing name, material, weight, etc., they can all be displayed in the drawing list.

   When the user double-clicks the line, the program will automatically switch the area corresponding to the drawing to the current window and enlarge it to the maximum size, making it convenient for the user to browse and switch the drawing frames.

   

5. Check in and Check out files

Each file in the CAD project manager has a file status. This file status is the superposition of the server and local files. The file status icon list is as follows

The status of the file is explained as follows:

For the above three files, for 1 618.7, the file is checked out by the log-in user. For 1 618.7-1, the file exists both locally and on the server, and the status is the same. For 1 618.7-2, the file only exists on the server.

If another user logs in, the status of the file list is as follows:

At this time, for the 1618.7 file, it means that the file has been checked out by other users.

5.1 Check in files

File check-in is the process of checking local files into the server. At this time, the latest local files are uploaded to the server, and the local files are automatically changed to read-only status.

There are two states: never checked in, and files checked out from the server and checked back in. For files checked out by others, users can only view the previous version and cannot check out or check in.

When a DWG file is checked in, the program will automatically determine whether the file has an external reference file. If so, it will automatically add the file to the check-in list to facilitate the user to check it in together.

If a file's external reference is checked out, modified, and then checked in again, the file's status will indicate that it needs to be updated. At this time, you need to check out the file, update the external reference, save it, and check it in again.

5.2 Check out a file

Only files on the server that have not been checked out by others and for which the user has edit permissions can be checked out by the user.

The checkout process actually downloads the latest version of the file from the server, changes the status of the file on the server to checked out, and removes the read-only attribute of the local file to facilitate users to open and edit it.

Similarly, associated files will also be listed in the check-out dialog box to facilitate users to check them out together.

6. Other right-click menus

Folder and file right-click menu

1. File name verification
   This function automatically converts full-width spaces in Chinese file names into half-width spaces in batches.

2. Create a new folder Create a subfolder under the selected folder

3. Add a folder Batch copy the selected folder, subfolder and files in those folders to this working folder

4. Add Files Copy files from other directories to the local folder

5. Open

6. Go to Local Open the resource manager and automatically switch to the local folder corresponding to the folder

7. property Open the file properties, similar to the "Properties" in the right-click menu of Windows

8. View BOM For manufacturing customers, if you define a title block template and a detail list template in batch printing, the program will automatically extract the BOM structure tree in the drawing and display it. This function supports generating a BOM structure tree when multiple drawing frames are included in one DWG file.

   Any places where the title bar does not correspond to the previous level assembly file list are marked in red to facilitate user inspection and correction.

9. edit
   Quickly check out and open for modification

10. Check in Check in the selected files to the server. You can also check in files in a folder in batches. For checking in DWG files.

    • Comments: Write down the changes made to the file or other comments. The comments can be viewed in the corresponding version on the server, and can record the historical information of the version for future modification and viewing.
    • Preview format: Support PDF and SVG formats.
      • PDF is to automatically convert all the drawing frames in the DWG file into PDF, one page is one drawing frame. What is generated is a PDF browsing file of the file, which is displayed in PDF format on the web page.
      • SVG format is automatically converted to a similar format in the server background after uploading. When browsing on the web, it is similar to the original DWG format.
    • View: Support Model Space and Paper Space
      • Model Space, only convert the frame in the model space
      • the frame in model space and paper space
    • Signature: This option is available only when the preview format is PDF. Write signature watermark text on the converted PDF file according to predefined specifications.
    • Extract drawing frame list: This option is valid only when a DWG file contains multiple drawing frames and the extraction information of the title block content is defined in the batch print.
    • Extract BOM: You need to predefine the title bar and detail list templates. Extract the BOM information in the drawing and import it into HAPTYEAM's BOM database. This allows users to define design BOM, process BOM, order BOM and purchase BOM.

    When you check in an Office file, it is automatically converted to PDF and uploaded to the server as a browse file for that version of the file.

11. Checkout
    Checking out a file means obtaining the editing permission for the file and removing the read-only attribute from the local file.

12. Undo Checkout
    Undo the checkout of a file and return to the previous version

13. Get All
    Get all files in this folder and its subdirectories from the server.

14. Get
    Get the latest version of this file from the server separately

15. Version Comparison Compare the differences between the two versions on the server. The comparison results are displayed as follows:

    • All unmodified entities are changed to color 8
    • New content is shown in green
    • Deleted content is displayed in red
    • Modified content is displayed in yellow

16. refresh Update the status of the file. The program will automatically compare the local and server files of the file, and then display the latest status with different status icons.

17. Material Code Get the enterprise's predefined coding standards from the server, automatically encode and assign the code to a certain attribute or a certain text, so that users can express the material code of parts in the drawing

Important note: Some functions of the right-click menu of HAPYTEAM Project Manager rely on the Hanna Batch Plot module. For the description of the relevant module functions, please refer to the relate User Manual.