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ANSYS EKM Administration Guide
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ANSYS EKM Administration Guide
Release 19.0ANSYS, Inc.
January 2018Southpointe
2600 ANSYS Drive
Canonsburg, PA 15317
ANSYS, Inc. and
ANSYS Europe,
ansysinfo@ansys.com
Ltd. are UL
http://www.ansys.com
registered ISO
(T) 724-746-3304
(F) 724-514-9494
9001: 2008
companies.
Copyright and Trademark Information
© 2017 ANSYS, Inc. Unauthorized use, distribution or duplication is prohibited.
ANSYS, ANSYS Workbench, AUTODYN, CFX, FLUENT and any and all ANSYS, Inc. brand, product, service and feature
names, logos and slogans are registered trademarks or trademarks of ANSYS, Inc. or its subsidiaries located in the
United States or other countries. ICEM CFD is a trademark used by ANSYS, Inc. under license. CFX is a trademark
of Sony Corporation in Japan. All other brand, product, service and feature names or trademarks are the property
of their respective owners. FLEXlm and FLEXnet are trademarks of Flexera Software LLC.
Disclaimer Notice
THIS ANSYS SOFTWARE PRODUCT AND PROGRAM DOCUMENTATION INCLUDE TRADE SECRETS AND ARE CONFID-
ENTIAL AND PROPRIETARY PRODUCTS OF ANSYS, INC., ITS SUBSIDIARIES, OR LICENSORS. The software products
and documentation are furnished by ANSYS, Inc., its subsidiaries, or affiliates under a software license agreement
that contains provisions concerning non-disclosure, copying, length and nature of use, compliance with exporting
laws, warranties, disclaimers, limitations of liability, and remedies, and other provisions. The software products
and documentation may be used, disclosed, transferred, or copied only in accordance with the terms and conditions
of that software license agreement.
ANSYS, Inc. and ANSYS Europe, Ltd. are UL registered ISO 9001: 2008 companies.
U.S. Government Rights
For U.S. Government users, except as specifically granted by the ANSYS, Inc. software license agreement, the use,
duplication, or disclosure by the United States Government is subject to restrictions stated in the ANSYS, Inc.
software license agreement and FAR 12.212 (for non-DOD licenses).
Third-Party Software
See the legal information in the product help files for the complete Legal Notice for ANSYS proprietary software
and third-party software. If you are unable to access the Legal Notice, contact ANSYS, Inc.
Published in the U.S.A.
Table of Contents
1. Using This Guide ..................................................................................................................................... 1
1.1. Path Variables ................................................................................................................................... 2
2. Overview of Servers and Workspaces ..................................................................................................... 3
2.1. Distributed Servers and Workspace Access ........................................................................................ 5
2.1.1. Caching Data when Transferring Files ....................................................................................... 6
2.1.2. Setting Up Caching .................................................................................................................. 8
2.1.3. Running Jobs in a Distributed Environment .............................................................................. 8
2.1.3.1. Slave Workspaces ............................................................................................................ 9
2.1.3.2. Running Jobs in a Slave Workspace ................................................................................ 10
2.1.3.3. Caching in a Master-Slave Configuration ........................................................................ 12
2.1.3.4. Running Jobs on Slaves from a Master Server ................................................................. 12
2.1.3.5. Authentication in a Master/Slave Setup .......................................................................... 13
2.1.3.6. Steps for Setting Up a Master/Slave Configuration .......................................................... 14
3. Setting Up Users and Groups ................................................................................................................ 17
3.1. Introduction to Users and Groups .................................................................................................... 17
3.2. Automatic Creation of User Accounts .............................................................................................. 18
3.3. Filtering the User List ...................................................................................................................... 19
3.4. Searching for a User ........................................................................................................................ 20
3.5. Adding and Modifying Users ........................................................................................................... 20
3.5.1. Adding a New User ................................................................................................................. 21
3.5.2. Editing a User’s Profile ............................................................................................................ 23
3.6. Forcing the Sign-out of a User ......................................................................................................... 24
3.7. Designating a Root User .................................................................................................................. 24
3.8. Accessing a User’s Data ................................................................................................................... 24
3.9. Adding and Modifying Groups ........................................................................................................ 25
3.9.1. Adding a New Group .............................................................................................................. 25
3.9.2. Editing Group Membership .................................................................................................... 26
4. Creating and Managing Workspaces .................................................................................................... 29
4.1. Signing In and Out of EKM Server Administration ............................................................................ 29
4.2. Changing the Superuser Password .................................................................................................. 31
4.3. Resetting a Lost Superuser Password ............................................................................................... 31
4.4. Cleaning Up Unused Files ................................................................................................................ 32
4.5. Creating a New, Empty Workspace ................................................................................................... 33
4.6.Transferring a Workspace Between EKM Servers ............................................................................... 35
4.6.1. Exporting a Workspace ........................................................................................................... 35
4.6.2. Importing a Workspace .......................................................................................................... 36
4.6.3. Converting an Exported Workspace into a Human-readable Format ........................................ 38
4.7. Renaming Workspaces .................................................................................................................... 38
4.8. Deleting Workspaces ...................................................................................................................... 39
4.9. Migrating Workspaces ..................................................................................................................... 41
5. Restricted and Unrestricted Configuration of Workspaces .................................................................. 45
5.1. Restricted Configuration ................................................................................................................. 45
5.1.1. Starting Restricted Configuration ........................................................................................... 47
5.1.2. Applying the Configuration .................................................................................................... 48
5.1.3. Reverting to a Previous Configuration ..................................................................................... 48
5.1.4. Accepting the Configuration .................................................................................................. 49
5.2. Unrestricted Configuration .............................................................................................................. 50
5.3. Configuring Workspace Settings ...................................................................................................... 51
5.3.1. Schema Definition for Workspace Configuration ..................................................................... 52
5.3.2. Configuration Settings in WorkspaceConfig.xml ...................................................................... 52
iii
Release 19.0 - © ANSYS, Inc. All rights reserved. - Contains proprietary and confidential information
of ANSYS, Inc. and its subsidiaries and affiliates.
5.3.2.1. Specifying Default Data Types for File Extensions ............................................................ 53
5.3.2.2. Specifying MIME Types for File Extensions ...................................................................... 53
5.3.2.3. Specifying Settings for Built-In or Custom Types ............................................................. 54
5.3.2.4. Specifying Default Dashboard Settings .......................................................................... 54
5.3.2.5. Specifying Default Values for Preferences ....................................................................... 55
5.3.2.6. Specifying a Custom Download Message ....................................................................... 57
5.3.2.7. Scheduling EKM Tasks .................................................................................................... 58
5.3.2.8. Creating User Accounts Automatically ............................................................................ 58
5.3.2.9. Specifying the Default Access Level for Auto-Created Users ............................................ 59
5.3.2.10. Designating a Root User for a Workspace ...................................................................... 59
5.3.2.11. Creating a Job-Only View ............................................................................................. 60
5.3.2.12. Associating a Master Workspace with a Slave Workspace .............................................. 61
6. Configuring EKM Server Settings ......................................................................................................... 63
6.1. Schema Definition for an EKM Server ............................................................................................... 63
6.2. Specifying General Server Settings .................................................................................................. 64
6.3. Optional Settings ............................................................................................................................ 82
7. Defining Custom Types ......................................................................................................................... 85
7.1. Overview of Custom Types .............................................................................................................. 85
7.1.1. About Built-in Types ............................................................................................................... 86
7.2. Suggested Steps for Defining Custom Types .................................................................................... 87
7.3. Defining Custom Types Directly in EKM ........................................................................................... 88
7.3.1. Defining a New Custom Type .................................................................................................. 88
7.3.1.1. Defining Properties for a Custom Type ........................................................................... 90
7.3.1.2. Defining Children for a Custom Type .............................................................................. 92
7.3.1.3. Defining Mixins for a Custom Type ................................................................................. 93
7.3.1.4. Defining Type Attributes for a Custom Type .................................................................... 94
7.3.1.5. Defining Scripts for a Custom Type ............................................................................... 103
7.3.1.6. Creating Actions for a Custom Type .............................................................................. 105
7.3.1.7. Creating Custom Views for a Type ................................................................................. 108
7.3.2. Editing a Custom Type .......................................................................................................... 115
7.4. Defining Custom Types Using XML ................................................................................................ 115
7.4.1. Schema Definition for Custom Types ..................................................................................... 116
7.4.2. Defining Properties Using XML ............................................................................................. 119
7.4.3. Defining Actions Using XML ................................................................................................. 123
7.5. Custom Type Examples ................................................................................................................. 126
7.5.1. Custom Folder Structures ..................................................................................................... 126
7.5.2. Custom Analysis Projects ...................................................................................................... 128
7.5.3. Custom File Formats ............................................................................................................. 129
7.5.3.1. Extracting Metadata from Custom File Formats ............................................................ 130
7.5.3.2. Extracting Reports from Custom File Formats ............................................................... 131
7.6. Extending Built-in Types ................................................................................................................ 133
7.6.1. Migrating Built-in extensions or Custom Types ...................................................................... 134
8. Integrating EKM with Remote Solve Manager (RSM) .......................................................................... 135
8.1. Supported Platforms ..................................................................................................................... 135
8.2. Steps for Setting Up Batch Job Submission .................................................................................... 136
8.2.1. Required Steps ..................................................................................................................... 136
8.2.1.1. Required Configuration for Electronics Batch Jobs ........................................................ 138
8.2.1.2. Configuring RSM Using an Automated Script ................................................................ 138
8.2.2. Optional/Additional Steps .................................................................................................... 140
8.3. EKM and RSM Job Directories ........................................................................................................ 141
8.3.1. How Job Data Files are Handled in EKM and RSM .................................................................. 141
8.3.1.1. The Data Management Process .................................................................................... 141
Release 19.0 - © ANSYS, Inc. All rights reserved. - Contains proprietary and confidential information
of ANSYS, Inc. and its subsidiaries and affiliates.iv
Administration Guide
8.3.1.2.The Creation and Structure of Job Directories ............................................................... 142
8.3.1.3. Access and Permission Requirements of the Job Data Directory .................................... 143
9. Defining EKM Servers, Queues, and External Applications ................................................................ 145
9.1. Adding EKM Servers ...................................................................................................................... 146
9.2. Defining EKM Cache Servers .......................................................................................................... 146
9.2.1. Creating a New EKM Cache Server ........................................................................................ 147
9.2.2. Editing an Existing EKM Cache Server .................................................................................... 148
9.3.Types of Queues ............................................................................................................................ 148
9.4. Managing Queues ......................................................................................................................... 149
9.4.1. Synchronizing Job Submission Queues ................................................................................. 150
9.4.2. Creating a Batch Job Submission Queue in EKM .................................................................... 151
9.4.3. Editing Job Submission Queue Settings ................................................................................ 152
9.4.4. Deleting Batch Job Submission Queues ................................................................................ 153
9.5. Creating and Editing Cluster Configurations in EKM ....................................................................... 154
9.6. Defining External Applications ...................................................................................................... 158
9.6.1. Predefined External Applications .......................................................................................... 159
9.6.2. Defining External Applications Directly in EKM ...................................................................... 160
9.6.2.1. Creating a New External Application ............................................................................ 161
9.6.2.2. Editing an External Application Definition .................................................................... 162
9.6.2.3. Editing an External Application Using XML ................................................................... 163
9.6.3. Defining External Applications Using XML ............................................................................ 164
9.6.3.1. Schema Definition for Applications .............................................................................. 164
9.6.3.2. Defining External Applications Using XML .................................................................... 166
9.7. Running Interactive Jobs in EKM .................................................................................................... 166
9.7.1. Running Remote Desktop Sessions ....................................................................................... 167
10. Defining and Configuring Lifecycles ................................................................................................. 169
10.1. Introduction to Lifecycles ............................................................................................................ 169
10.2. Lifecycle Terminology .................................................................................................................. 170
10.3. Basic Steps for Creating, Configuring, and Managing Lifecycles ..................................................... 171
10.4. Defining Lifecycles in EKM Studio ................................................................................................ 171
10.4.1. Steps for Defining New Lifecycles ....................................................................................... 172
10.4.2. Defining and Editing Lifecycle Stages .................................................................................. 172
10.4.2.1. Inserting New Stages ................................................................................................. 172
10.4.2.2. Editing Stages ............................................................................................................ 173
10.4.2.3. Renaming Stages ....................................................................................................... 175
10.4.2.4. Deleting Stages ......................................................................................................... 175
10.4.3. Defining and Editing Lifecycle Transitions ........................................................................... 175
10.4.3.1. Inserting New Transitions ........................................................................................... 176
10.4.3.2. Editing Transitions ..................................................................................................... 176
10.4.3.3. Using Macros in Lifecycle Definitions .......................................................................... 178
10.4.3.4. Deleting Transitions ................................................................................................... 179
10.4.4. Saving Lifecycle Files .......................................................................................................... 180
10.4.5. Opening Lifecycle Files ....................................................................................................... 180
10.4.6. Editing Lifecycle Attributes ................................................................................................. 181
10.5. Enabling Lifecycles ...................................................................................................................... 182
10.6. Displaying Lifecycles ................................................................................................................... 183
10.7. Promoting a Lifecycle Stage ........................................................................................................ 186
10.8. Demoting a Lifecycle Stage ......................................................................................................... 187
10.9. Managing Lifecycle Signoff Requests ........................................................................................... 188
10.9.1. Approving a Lifecycle Signoff Request ................................................................................ 189
10.9.2. Rejecting a Lifecycle Signoff Request .................................................................................. 190
10.9.3. Cancelling a Lifecycle Signoff Request ................................................................................. 191
v
Release 19.0 - © ANSYS, Inc. All rights reserved. - Contains proprietary and confidential information
of ANSYS, Inc. and its subsidiaries and affiliates.
Administration Guide
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