CMS User Guide for Free Accounts (CMS LT)

CMS (Content Management System) is a cloud-based service comprising the CMS desktop application, web applications and databases provided and managed by CTC Software Inc.

Users of this system can access publicly provided content via the CMS desktop application.

Administrators can use the web portal to manage their user's access to the public content.

This guide will acquaint users with the features and services that are provided with the non-paid subscription version of the system. While many of the features are fully functional, some are not available without a paid subscription such as:

• Private Libraries and Projects
• User comments and ratings
• The Requests system
• The Projects and Families Standards system

About the CTC user accounts:

A CTC account is required to use the CTC services and applications. An email address and password must be established or provided by CTC for using CMS. If you have not registered an account with CTC, you must do so in order to use CMS LT.

Register an account with CTC Software

• Log out or lock the desktop when away from the workstation.

• Use strong passwords containing punctuation (!$%&), numbers, letters and mixed cases.

• Do not use passwords from other accounts.

• Do not share account information.

• If account information must be shared (for example: tech support), use a new password.

1. A welcome email will be sent to the email address specified as the account username. Click the link in the email
2. to complete the process.
3. A log in screen will open in the web browser. Enter the username (email) and temporary password (if provided).
4. Enter a new password following the best practices.
5. Confirm the new password by typing it again.
6. If successful, a message will indicate that the new password has been set.
7. Close the browser and find the CMS application in the Windows Start Menu.
8. Use the credentials from the previous steps to log in to the application.

1. Find the CMS application in the Windows Start Menu (or on the desktop) and run it.
2. A log in screen will appear. Enter the email address and password associated with the account.
3. Type the password for the account and click “Sign In”

Once logged in to the portal, there are just a few steps needed to begin using CMS.

• Manage users and groups

• Subscribe to libraries

• Grant group access to subscription libraries

• Use the free content

• Use the CMS Desktop

When your organization was set up with Nexus, a default group named 'Everyone' was created which will contain all of the users of your organization.

A more comprehensive guide is available here: Adminstrating

Not all features described will be available in CMSLT.

1. Above the group list, click the new group icon at the upper-right.
2. Enter a name (required) and description if desired.
3. Optionally, save the group and proceed to the “Select Roles and Groups” step.

1. Navigate to the USERS page from the USERS AND GROUPS area in the portal.
2. Click the “New User” icon →
3. Fill in the details… email and password are required.
4. Click continue to “Select Roles and Groups”. If continuing is successful, roles and groups can be assigned. This step can also be performed later.

The newly added user account will be sent an email with instructions for finishing the setup of their account. If the new user does not receive an email within an hour, ask them to check the SPAM folder of their email client for a message from donotreply@ctcsoftware.com.

The Office and Department values are displayed in analytics data and can be useful to display users by location or department.

For more granular control, refer to the adminstration guide

Subscription libraries in CMS are collections of content provided by CTC and other organizations that use it. There are libraries of the content provided by Autodesk for free as well as other content from manufacturers and users.

NOTE: While CTC Software provides this content as-is for convenience, there is no guarantee of quality or accuracy. Please, use any content with caution and validate it before use.

The process for subscribing to a library is very simple:

1. Navigate to CMS → Libraries → Subscription Libraries
2. Search for a library of interest
3. Turn on the switch to subscribe
4. Enter payment information for the subscription
5. Select a group that should be granted access to the library and save

For more detailed information about subscription libraries, refer to this guide: Using Subscription Libraries