Certify

The Certify command (File | Operations | Certify) lets you certify measurement routines and add comments that are related to them. You can also click the Certify button () from the File Operations toolbar.

A certified measurement routine is a measurement routine that has been validated by the supervisor (member in the Protect-Supervisor group). This measurement routine meets internal requirements to use in production. The Protect application lets you control and track modifications to this measurement routine, such as:

• Any internal organizational requirements

• Specific externally-imposed process certification requirements (such as ISO and FDA)

The Protect Viewer installer (included with the PC-DMIS installer) creates the Protect-Programmer and Protect-Supervisor groups in the Local Users and Groups folder on your computer.

• The Protect-Programmer group's users can submit or cancel the submission of measurement routines to the supervisor for certification. They can also edit measurement routines.

• The Protect-Supervisor group's users can edit, certify, and reject measurement routines.

If you are not a member of either the Protect-Programmer or Protect-Supervisor groups, you can open, view, and execute certified measurement routines in Protected Mode. However, you cannot certify or edit certified measurement routines.

If you are a member of both the Protect-Programmer and Protect-Supervisor groups, PC-DMIS considers you as Supervisor.

To make any changes in the Protect-Programmer or Protect-Supervisor groups (such as adding or deleting the user name), contact your computer's administrator.

Adding a User or a Group to the Protect-Programmer Group

To add a user or a group into the Protect-Programmer, follow these steps:

1. Install the Protect Viewer installer (included with the PC-DMIS installer). This creates the Protect-Programmer and Protect-Supervisor group in the Local Users and Groups folder on your computer.

2. To open the Edit local users and groups dialog box, follow either of these two ways:

• Type local in the search box on the taskbar and choose Edit local users and groups from the results.

• Press Windows + R. In the Run dialog box, type lusrmgr.msc, and click OK.

3. From the left pane, click Groups. This displays the list of groups on your computer and contains the Protect-Programmer and Protect-Supervisor group.

Local Users and Groups screen with the Protect-Programmer group

4. Double-click Protect-Programmer to open the Protect-Programmer Properties dialog box.

Protect-Programmer Properties dialog box

5. From the Protect-Programmer Properties dialog box, click Add to open the Select Users, Computers, Service Accounts, or Groups dialog box.

6. From the Select Users, Computers, Service Accounts, or Groups dialog box, click Locations to open the Locations dialog box. You can connect the account as a network user or a local user.

• To connect the account as a network user, from the Locations dialog box, select the network location. Click OK to close the Locations dialog box.

• To connect the account as a local user, from the Locations dialog box, select the computer name. Click OK to close the Locations dialog box.

7. From the Select Users, Computers, Service Accounts, or Groups dialog box, in the Enter the object names to select box, type your user name and click Check Names. If you do not see your user account listed and your computer is part of a company network, you need to make sure that you are connected to that network. If you are outside of the company network, you need to connect via VPN.

• If you are connected to a network, the box displays an entry that displays your network's name.

• If you are not connected to a network, the Name Not Found screen appears.

Name Not Found screen

You can also add a local group or network group into the Protect-Programmer group. This adds all the members in that local or network group into the Protect-Programmer group.

8. Click OK to close the Select Users, Computers, Service Accounts, or Groups dialog box. In the Protect-Programmer Properties dialog box, the Members area displays the user name or group that you added in step 6.

9. Click OK to close the Protect-Programmer Properties dialog box.

10. To apply the changes, you must sign out of Windows and then sign in again.

You have successfully added the user or group into the Protect-Programmer group. You can follow the same steps to add the user or group into the Protect-Supervisor group.

Whenever you make modifications to the Protect-Programmer or Protect-Supervisor group, you must sign out of Windows and then sign in again to apply those changes. After you add a network group to the Protect-Programmer or Protect-Supervisor group, if you then make modifications to the network group, you must be connected to the network to apply those changes.

Submit Routine and Cancel Submission of Routine dialog boxes

The Submit and Cancel Submission buttons are available if you belong to the Protect-Programmer group, and you have the Protect LMS license enabled.

The Submit button () opens the Submit Routine dialog box.

Submit Routine dialog box

User - This box displays your user name on the network.

Comments - This box lets you type any related comments before you submit a measurement routine for certification.

Submit - This button submits and saves the measurement routine, closes the dialog box, and generates a .protect file. The name of the file is <measurement routine file name>.PRG.protect, where <measurement routine file name> is the name of the measurement routine file. The software generates the .protect file in the same folder as the measurement routine. The default folder location is:

C:\Users\Public\Documents\Hexagon\PC-DMIS\<version>

Where <version> is the PC-DMIS version.

Cancel - This button ignores any changes and closes the dialog box.

The Cancel Submission button () opens the Cancel Submission Of Routine dialog box.

Cancel Submission Of Routine dialog box

Cancel Submit - This button cancels the submission of the measurement routine. A Programmer needs to resubmit the measurement routine for the certification process.

Certify Routine and Reject Routine dialog boxes

The Certify command is available if you belong to the Protect-Supervisor group, and you have the Protect LMS license enabled.

The Certify command (File | Operations | Certify) opens the Certify Routine dialog box. You can also click the Certify button () from the File Operations toolbar.

Certify Routine dialog box

Certify - This button certifies and saves the measurement routine, and then closes the dialog box. If you are directly certifying it without a submission from the programmer, this button generates a .protect file. The name of the file is <measurement routine file name>.PRG.protect, where <measurement routine file name> is the measurement routine's file name. The software generates the .protect file in the same folder as the measurement routine. The default folder location is:

C:\Users\Public\Documents\Hexagon\PC-DMIS\<version>

Where <version> is the PC-DMIS version.

The Reject button () opens the Reject Routine dialog box. This button is only available when a programmer has submitted the measurement routine for the certification process.

Reject Routine dialog box

Reject - This button rejects the submission of the measurement routine. A Programmer needs to resubmit the measurement routine for the certification process.

After certification of the measurement routine, anyone who belongs to the Protect-Supervisor or Protect-Programmer group sees the Save dialog box. This dialog box only appears if you want to save the changes to the measurement routine related to dimension.

Save dialog box

The Save dialog box is similar to the Certify Routine dialog box. The only difference is that the Save dialog box contains the Save button instead of the Certify button.

The Save button saves the comments along with all the changes made in the measurement routine in the .protect file.

Procedure to certify and view the .protect file

The procedure below certifies a measurement routine and creates a .protect file. The Protect Viewer application lets you see the .protect file. For information on the Protect Viewer application, see the Protect Viewer Help file.

To certify and view the .protect file, follow these steps:

1. Create a measurement routine.

2. Certify a measurement routine. To do this, click File | Operations | Certify, or from the File Operations toolbar (View | Toolbars | File Operations), click Certify (). The software opens the Certify Routine dialog box.

3. From the Certify Routine dialog box, in the Comments box, type your comments, and click Certify. This step saves and certifies the measurement routine and generates the .protect file.

4. Locate the new .protect file. It has the same name as your measurement routine's file name with a .protect extension.

If the measurement routine file name is ABC.PRG, then the .protect file name is ABC.PRG.protect.

5. Double-click the .protect file, or right-click it, and select Open to open the file in Protect Viewer application. For information on Protect Viewer, see the Protect Viewer application.