Document the installed environment
A lab-preference packet explains how a team wants work handled. A setup profile identifies the environment expected to carry out that work: software/release, workstation role, modules, dependency packages and production route. Link the packet to the profile; do not make one document stand in for the other.
Here, setup profile means an original operational manifest, not a named exocad or 3Shape feature. It is neither an installation script nor a portable license. Its job is to let the administrator and receiving team identify which configuration was evaluated and what has changed.
Create one manifest with linked evidence
Keep credentials, private license identifiers and patient records out of a public template. Use internal references to controlled evidence rather than distributing proprietary packages or confidential data.
| Profile field | What the entry should establish |
|---|---|
| Identity and revision | One unique manifest and its predecessor |
| Software and role | Exact release, modules and acquisition/design/host tasks |
| Dependency set | Library/material identities and applicable revisions |
| Production scope | Receiving process and governing instruction references |
| Change record | What differs and which active work may be affected |
| Observed exercise | Authorized data, steps, output and acceptance limits |
| Recovery | Backup scope, restoration procedure and responsible owner |
| Status | Candidate, approved limited scope or superseded |
A configuration export is not the whole profile
3Shape’s .dme article describes exchanging material settings and recording export metadata. Its installer-backup article lists data categories with different coverage and excludes order-directory records. Those mechanisms should be referenced accurately in the manifest; no single exported file should be described as a complete recoverable laboratory.
Use the supplier’s instructions to identify the supported capture and restoration route for each dependency. The worksheet organizes evidence but does not itself verify recovery. Record an unresolved recovery step as a blocker for changing the working environment.
Approve a new revision with a bounded change record
Name the changed package or setting, the affected task and the responsible reviewer. Compare the intended scope with the observed exercise. Do not rewrite the earlier profile to make it appear that historical cases used the new configuration.
For example, a hypothetical supplier package update may be tested for one supported crown workflow. Approve only the confirmed scope, identify exceptions and list any active cases that need review. Do not extend that result to other materials or indications without evidence.
Distribute the approved profile reference alongside the relevant lab-preference packet. Mark superseded profiles clearly, retain their traceable history and assign an owner for recovery. Clinical and manufacturing release remain separate case decisions.
Louie validation and limits
Technical review pending — unverified locally. Louie must validate this original profile format against Pristine’s actual setup and define approval/recovery ownership. The administrator must validate backup, import and restoration details on the exact installation. This document is not a tested Pristine configuration or a vendor feature.
The CSV is a blank operational worksheet with no patient data, executable code, configuration pack or clinical/manufacturing values. It does not perform an installation or authorize a production change. Examples in this guide are hypothetical, not measured results or approved Pristine case evidence.
Source notes
Official documentation checked October 6, 2026. Source dates and scope are listed below; a current source check does not establish applicability to every installed release. Original worksheets and decision frameworks require owner/administrator review.
Prepared by Pristine Dental Design · October 6, 2026. Actual prescriptions, applicable manufacturer instructions and responsible design/production approvals govern each case.