PIMS User Guides

Getting Started with Pims

In this chapter we cover the basic skills you will require to log-on to Pims, and how to navigate around the system. This guide assumes you already have been given access to Pims and that the Windows Client has been installed for you.

Windows and Web Client

Pims can be accessed in two ways.

Windows Client (also called CR3)
Primarily intended for administrators and super users. With its rich user interface, this is ideal for data-intensive forms and advanced data reporting and analysis, as well as performing administrative tasks. The Windows Client is installed once on your machine, and will thereafter self-update as needed.
Web Client
Intended for the project team. With no requirements for installation and standardized web-forms, it requires little training and is sufficient to cover most project team members’ needs for interacting with Pims.

For more information on the Web Client, please refer to the Web Quick Reference Guides.

Opening Pims Windows Client

Pims is installed as a regular MS Windows application which can be started using your Windows Start menu. Depending upon which version of windows you have installed, the application path will be as follows:

Windows XP
Start → Programs → Omega AS → Pims
Windows Vista/7
Start → All Programs → Omega AS → Pims

Note that the Pims application name may be renamed to include your company name, for example “Pims Noble Energy Inc” if you are working for Noble Energy.

The first time you launch Pims, a special download box will appear before the application login screen appears. This download screen will also appear any time a new version of Pims is available. Upgrades are downloaded and installed automatically.

Login

Most users will never be met by the login dialog; however some users might see this the first time starting Pims R3 after installation.

Figure 1: Login Screen

Click options to select a service and login. If you are unsure which service to choose, please contact Pims Support.

Figure 2: Extended Login Screen

If the Authentication dropdown has “Windows Authentication” selected, the Username and Password is not required, as the system already recognizes you. All you need to do in this case is to hit the “Login” button.

Otherwise, you will need to enter a username and password that your System Administrator should have supplied you with. If the Service box shows ‘(manual)’, use the pull-down menu to select a different service. Generally, there will be only one option available here. Before logging-in, make sure that the ‘Connect from Internet (HTTPS)’ option is selected. When ready, and press the Login button.

Menu

Every user has access to File, Window and Help menus, where user’s preferences are saved.

Figure 3: Menu items

The File menu includes:

The Window Menu includes:

The Help Menu includes:

Changing your Password

If you are using Windows Authentication mode, this feature is not applicable as the password is controlled by your Windows login. However, if you are using SQL Server Authentication mode , you can change your password from within Pims. Follow these steps:

Figure 4: Change Password dialog

Your login password is changed. The next time you login to your system, remember to use the new password.

Toolbar

In addition to the Menu there is also menu bar as shown below:

Figure 5: Lower Menu bar

Open

Use the Open button to search and navigate to any form, report, file, link etc. that are available and you have access to.

Change Domain

When working with data, standard forms and reports will only show data from your current domain. To change your current domain, click the Change Domain button.

Figure 6: Change Domain dialog

Your current domain will be highlighted. If you want the domain you select to be your default domain, check the “Set this as Default Domain” check box. Next time you log on to Pims, you will be logged on to your default domain. If you have other instances of CR3 open, they will not be affected by the domain change. Choose the domain to change to, choose data manipulation way and click OK.