PARTsolutions - Administration Manual

Table of Contents

Preface

1. PARTsolutions Administration / PARTadmin

1.1. Launch

1.1.1. Client authorization rights

1.2. Structure and functions of user interface

1.3. PARTsolutions

1.3.1. Language

1.3.2. CAD integration

1.3.3. Catalog update

1.3.3.1. Catalog update Online

1.3.3.1.1. Launch

1.3.3.1.2. Register page Welcome

1.3.3.1.3. Catalog update tab page

1.3.3.1.4. Download register page

1.3.3.1.5. Register page request catalogs

1.3.3.1.6. Check project changes in detail (after the installation)

1.3.3.1.7. Check project changes in detail (before the installation)

1.3.3.2. Offline catalog installation / catalog update

1.3.3.3. "Check" and "Compare " before installing the catalog

1.3.3.4. Catalog versions

1.3.4. ERP environment

1.3.5. Material

1.3.6. Document types

1.3.7. Index administration

1.3.7.1. New JavaLucene index

1.3.7.2. Function overview

1.3.7.3. Overview of the index management user interface

1.3.7.4. Meaning of icons and display in the index tree

1.3.7.5. Docking "Index update "

1.3.7.6. Context menus

1.3.7.6.1. Properties

1.3.7.6.2. Display index

1.3.7.6.3. Full text search index

1.3.7.6.4. LinkDB search index

1.3.7.6.5. Manage index

1.3.7.6.5.1. V12 functionality - Preconditions

1.3.7.6.5.2. Manage index" dialog --- General call and procedure

1.3.7.6.5.3. Manage index" dialog --- Columns

1.3.7.6.5.4. Manage index" dialog --- Generation example

1.3.7.6.5.5. Manage index" dialog --- Table / LinkDB mode

1.3.7.6.5.6. Manage index" dialog --- Tabbed pages

1.3.7.6.5.6.1. Statistic

1.3.7.6.5.6.2. Geo index

1.3.7.6.5.6.3. Full text index / LinkDB index

1.3.7.6.5.6.4. Explanation of result

1.3.7.6.5.6.5. Search Variables

1.3.7.6.5.6.6. Index generation

1.3.7.6.5.6.7. Settings

1.3.7.6.6. Geometrical search index

1.3.7.6.6.1. Dependencies between updating the software and updating the geo search index

1.3.7.6.6.2. Create partition map

1.3.7.6.7. Check link index

1.3.7.6.8. Add to favorites:

1.3.7.6.9. Cleanup versions

1.3.7.6.10. Create CIP-File

1.3.7.6.11. Suppress display / Restore display

1.3.7.6.12. Sort catalogs

1.3.7.6.13. Uninstall catalog

1.3.7.6.14. Remove

1.3.7.6.15. Update full text search index (and geo search index ) for finding topological values via full text search

1.3.7.6.16. Geo search index for partial search

1.3.7.7. Index management on the client computer

1.3.7.8. Index management - Background information

1.3.7.9. Repair geo, topo or partial index

1.3.8. PARTapplicationServer installation/configuration

1.3.8.1. General

1.3.8.2. Overview Multi Site Installation

1.3.8.3. Performance Multi-Site Installation

1.3.8.4. Caching methods for data storage and operation

1.3.8.5. Licenses for the PARTapplicationServer

1.3.8.6. PARTapplicationServer - Installation

1.3.8.7. Set up PARTapplicationServer as a service

1.3.8.8. PARTapplicationServer - Configuration

1.3.8.8.1. Rights administration

1.3.8.8.1.1. DSGVO

1.3.8.8.1.1.1. General possibilities of data query

1.3.8.8.1.1.2. Data query via Dashboard

1.3.8.8.1.1.3. Data processing during login

1.3.8.8.1.1.4. Data processing when accessing ERP database

1.3.8.8.1.1.5. Catalog Online update

1.3.8.8.1.1.6. Logging

1.3.8.8.1.1.7. License server

1.3.8.8.1.2. Register page "User databases"

1.3.8.8.1.2.1. Register page "OpenID "

1.3.8.8.1.2.1.1. Microsoft Azure AD / Entra ID

1.3.8.8.1.2.2. Windows " tab page

1.3.8.8.1.2.3. ERP (plinkusers) " tab page

1.3.8.8.1.3. Rights assignment " tab page

1.3.8.8.1.4. Rights " tab page

1.3.8.8.2. AppServer Client: Configuration

1.3.8.8.2.1. Setting options for catalogs, search and database via AppServer | Catalogs and search via AppServer | Search via AppServer

1.3.8.8.2.2. The corresponding keys and values of the configuration file

1.3.8.8.2.3. Key combination and values of the individual GUI options

1.3.8.8.2.4. Caching on client side or at secondary locations

1.3.8.8.2.5. Precondition for Single Sign-on

1.3.8.8.3. AppServer Service: Configuration

1.3.8.8.3.1. Port configuration " tab page

1.3.8.8.3.2. Tabbed page "Cloud support"

1.3.8.8.3.3. HTTP authentication" tab page

1.3.8.8.3.4. SSL encryption

1.3.8.8.3.4.1. Provide certificate via Windows certificate store

1.3.8.8.3.4.2. Import certificate on client with Windows standard tools

1.3.8.8.3.5. Show server state

1.3.8.8.3.6. Configuration file for the AppServer Server configuration

1.3.8.8.3.7. Caching index files of $CADENAS_DATA on PARTapplicationServer

1.3.8.8.3.8. LinkDB queries

1.3.8.8.3.9. Updates of ERP search index

1.3.8.8.3.9.1. Logging of LinkDB changes

1.3.8.8.3.9.2. Manual update and initial creation of LinkDB search index

1.3.8.8.4. Appserver-Client SETUP/SITESETUP Sync

1.3.8.9. PARTapplicationServer Dashboard

1.3.8.10. More information

1.4. License administration

1.4.1. License management - Call

1.4.2. License Types

1.4.3. Administer local computer

1.4.3.1. Tabbed page "General"

1.4.3.1.1. Hostid sources

1.4.3.1.2. Using the License Server

1.4.3.2. Licenses " tab page (single user)

1.4.3.2.1. Enter licenses ... (single user)

1.4.3.2.2. Check licenses ... (single user)

1.4.3.2.3. Exchange licenses (single user)

1.4.3.3. Tabbed page "Protocol"

1.4.3.4. Tabbed page "License product preselection"

1.4.3.5. Tabbed page "Apply for licenses online"

1.4.4. Administering the license server

1.4.4.1. Connected servers " dialog area

1.4.4.2. Configure freshly installed license server

1.4.4.3. Licenses " tab page (license server)

1.4.4.3.1. Enter licenses... (License server)

1.4.4.3.2. Check licenses... (License server)

1.4.4.4. Security " tab page

1.4.4.5. Named User " ("Dynamic User") tab page

1.4.4.6. Lending " tab page

1.4.4.7. Access restrictions " tab page

1.4.4.8. Events " tab page

1.4.4.9. Protocol " tab page

1.4.4.10. Status " tab page

1.4.4.11. Statistics " tab page

1.4.4.12. Tabbed page "Apply for licenses online"

1.4.4.13. Notes on compatibility of different versions

1.4.4.13.1. Changes with V11 SP9

1.4.4.13.2. Changes as of V10

1.4.4.13.3. Changes as of V9.03

1.4.4.13.4. License Server - V9.03 + V8.1 - Different scenarios

1.5. Translations

1.6. Configuration files

1.6.1. Editing of configuration files in PARTadmin

1.6.1.1. User interface at a glance

1.6.1.2. Export to text file

1.6.1.3. Filtering blocks and keys

1.6.1.4. Editing blocks and keys

1.6.1.4.1. Adjust key values

1.6.1.4.2. Activate key / deactivate key

1.6.1.4.3. Editing blocks, keys and key values

1.6.1.4.4. Additional functions in $CADEANS_DEFAULTUSER

1.6.1.4.5. Additional function with activated $CADENAS_SITESETUP

1.6.2. Editing configuration files on file level

1.6.2.1. Translation of the "Brief information "

1.6.3. $CAEDENAS_DATA/datasetup

1.6.3.1. classsystem.cfg

1.6.3.1.1. Limit classification to projects, directories, catalogs

1.6.3.1.2. Adjust sorting of classes and subclasses

1.6.3.2. replace_std.cfg

1.6.3.2.1. Settings

1.6.3.2.1.1. General settings

1.6.3.2.1.2. Settings on project level

1.6.3.2.1.3. Own replacement table "REPLACE_TABLE"

1.6.3.2.1.4. Settings on directory level

1.6.4. $CADENAS_DEFAULTUSER and $CADEANS_USER

1.6.4.1. 3Dtoolbar.cfg - Configure toolbar of 3D views

1.6.4.2. exportdlls.cfg - Export options

1.6.4.3. partsolu.cfg

1.6.4.3.1. Block [PROXY]

1.6.4.3.2. Block [INDEXTREESEARCH]

1.6.4.3.2.1. Key "SHOW_MISSING_INDEX_HINT" - Suppress note at missing search indexes

1.6.4.3.3. Block [Common]

1.6.4.3.3.1. Key "IsAdmin" - User mode

1.6.4.4. partupdate.cfg

1.6.4.4.1. Block [Common]

1.6.4.4.1.1. Key "ShowInExcludeListButton" - PARTadmin online catalog update: Show only specified catalogs

1.6.4.5. pdatamgr.cfg

1.6.4.5.1. Block [SettingsIndexTree]

1.6.4.5.1.1. Key "HiddenItemToolbarEntries" - Set buttons in search result list visible or hidden via configuration file

1.6.4.5.1.2. Key "PreviewPerLine" - Search results: Show line preview images

1.6.4.5.1.3. Keys "DefaultCellSize" "MinCellSize" "MaxCellSize" - Adjust minimal and maximal tile size in the Symbols view

1.6.4.5.2. Block [PARTCOMPARESETTINGS]

1.6.4.5.2.1. Key "DisplayGeoDistances" - Tabular comparison - Display geometric similarity

1.6.4.5.3. Block [ASSEMBLY]

1.6.4.5.3.1. Key "automaticRecalcAfterFileOpen" - Configure mode for part recalculation

1.6.4.5.4. Block [OPTIONS]

1.6.4.5.4.1. Key "HIDEMODI" - Nominal thread and/or core hole in the PARTdataManager

1.6.4.5.4.2. Key "CAPTION3D" - Change title in 3D view

1.6.4.6. prjdependency.cfg - Project dependencies in diagram form

1.6.4.7. psolopt.cfg

1.6.4.7.1. Block [Settings3DPane]

1.6.4.7.1.1. Key "cpCoordinateSystem"

1.6.4.7.1.2. Key "forceShowConnectionPoints"

1.6.4.7.2. Block [SettingsIndexTree] - Settings for part selection

1.6.4.7.2.1. Key "VariableSummaryTemplate" - Search results: Show summary with descriptions

1.6.4.7.2.2. Key "VariableDescriptionFirst" - Search results: Show description before variable in column headers

1.6.4.7.2.3. Key "GenerateMissingTopologyData" - Suppress regeneration of missing topology data

1.6.4.7.2.4. Key "ClickableVariables" - Search result - Clickable variables and values

1.6.4.7.2.5. Key "ShowDisplayRanking" - Search results: Result numbers

1.6.4.7.2.6. Key "EnableOverlayPopup" - Search results: Popup window

1.6.4.7.2.7. Key "LINKCLASSLIST" - Adjust dialog area "Links"

1.6.4.7.2.8. Key "SHOWUSECASESDOCK" - Use Cases (Online)

1.6.4.7.2.9. Key "ShowInstallHistory" - Switch change history of installation history on/off

1.6.4.7.3. Block [SettingsSearch] - Main settings for searching

1.6.4.7.3.1. Key "ShowWishCatalogs" - Show/hide button " Wish catalogs..."

1.6.4.7.3.2. Keys "LoadGeometryEnabled" and "LoadFromCadEnabled"

1.6.4.7.3.3. Key "VisibleSearchPages" - Visible search methods

1.6.4.7.3.4. Key "GeoSearchHintStepSize" and "GeoSearchHintMinValue" - Search results: Extend minimum similarity at geometric search successively

1.6.4.7.3.5. Key "ShowEditSearchTemplates"

1.6.4.7.4. Block [SettingsTable] - Table settings

1.6.4.7.4.1. Key "ShowErpVarName" - Hide variable names

1.6.4.7.4.2. Key "ShowOnlyPrefRanges" - Button Preferred ranges - Determine initial status

1.6.4.7.4.3. Key "TABDESCRIPTION"

1.6.4.7.5. Block [PARTCOMPARESETTINGS]

1.6.4.7.5.1. Key "PreviewImageSize" - Component comparison - Preview image enlargement in the tooltip

1.6.4.7.6. Block [InfoPane] - TagCloud

1.6.4.8. reports.cfg

1.6.4.8.1. Key "SearchForProjects" - Duplicate report - Comparison on project level

1.6.4.8.2. reports.xml - Storage location of reports

1.6.4.9. seamless.cfg

1.6.4.9.1. Call up PARTadmin

1.6.4.9.2. Key "ShowOnlyIcons" - Show only icons (no labels)

1.6.4.9.3. Key "Show2dTab" - Show/hide 2D derivation tab page

1.6.4.9.4. Key "ShowCatalogFilter" - Show/hide manufacturer filter on "Catalogs " tab page

1.6.4.9.5. Key "ShowCatalogFilters" - Hide catalog filters on the "Search " tab page

1.6.4.9.6. Key "RootNodes" - Show/hide main items on the "Catalogs " tab page

1.6.4.9.7. Keys "ShowItemToolbar" and "HiddenItemToolbarEntries" - Show/hide specific buttons

1.6.4.9.8. Key "HiddenContextMenuItems" - Show/hide context menu commands

1.6.4.9.9. Key "TOP_SHOW_REVERSE_SEARCH" - Hide button for search by order number or type designation

1.6.4.9.10. Key "HiddenSearchPages" - Show/hide search methods

1.6.4.9.11. Key "TOP_SHOW_HELP_BUTTON" - Show/hide Help button

1.6.4.9.12. Keys "TOP_SHOW_SAVEQUERY_BUTTON" and "TOP_SHOW_LOADQUERY_BUTTON" - Show/hide button for "Load/save search templates"

1.6.4.9.13. Key "TOP_OFFLINECD_MODE" - Show/hide search in / for

1.6.4.9.14. Key "Tabs" - Adjust sequence and visibility of tabs (Part selection)

1.6.4.9.15. Key "ViewTabs" - Adjust sequence and visibility of tabs (Part view)

1.6.4.9.16. Key "CONTEXTMENU3D_HIDE" - Hide context menu commands in 3D view

1.6.4.9.17. Key "SeamlessWindowInCompareSide" - Seamless - Component comparison | right-left setting

1.6.4.9.18. Seamless with ERP integration

1.6.4.9.18.1. Block [ERP_HIDDENCOLUMNS] - Hide ERP columns

1.6.4.9.18.2. Seamless: Enter ERP number during export

1.6.4.10. startup_assistant.cfg

1.6.4.10.1. Block [title_bottom] -> Key "url"

1.6.4.10.2. Block [common] -> Key "show_next_time"

1.6.4.11. varsearch.cfg

1.6.4.11.1. Block [VariableSearch]

1.6.4.11.1.1. Keys "FieldPriorizations" - Full text search: Prioritization of fields to be searched

1.6.4.11.2. Block: [VariableSearch:Path]

1.6.4.11.3. Block: [DidYouMeanSearch] -

1.6.4.11.3.1. Key "Enabled" - Did you mean on/off

1.6.4.11.3.2. Block [SimilarWordsSearch] -> Key "Enabled" - Related results on/off

1.6.5. $CADENAS_SETUP

1.6.5.1. Overview on configuration files under $CADENAS_SETUP

1.6.5.2. 2dscales.cfg - Apply scale for 2D view

1.6.5.3. catalogicons.cfg - Icons on catalog preview image

1.6.5.4. cfginfo.cfg

1.6.5.5. din962_global.cfg - Variants in screws and nuts (DIN 962)

1.6.5.6. eol.cfg

1.6.5.7. filesystems.cfg

1.6.5.7.1. Cache index files from $CADENAS_DATA on PARTapplicationServer

1.6.5.8. geomsearch.cfg

1.6.5.8.1. Block [Backups]

1.6.5.8.2. Block [settings] key "GenerationFilterRules" - Filter projects and lines for geo index generation

1.6.5.8.3. Block [settings] Key ShowMirroredIconPercentage - Configure visibility of mirrored parts

1.6.5.8.4. Block [settings] Key PartialSearchCatalogs - Partial Search

1.6.5.8.5. Block [settings] Key "MaxSizeOfUpdateList"

1.6.5.8.6. Block [settings] Key "CreateFingerprintsForErpLines"

1.6.5.8.7. Block [FeatureGroups]

1.6.5.8.8. Geometry import - Maximum number of triangles

1.6.5.8.9. Geometry import - Maximum number of features

1.6.5.8.10. Dependency of extension values from orientation

1.6.5.8.11. Cache search results in working memory

1.6.5.8.11.1. Caching for versions up to 9.07

1.6.5.8.11.1.1. Description of different caches

1.6.5.8.11.1.2. Log file evaluation - Find best settings

1.6.5.8.11.2. Caching / geometric search index as of V9.08

1.6.5.8.11.2.1. Structure of indices

1.6.5.8.11.2.2. geomsearch.cfg -> Block [settings] - Common settings

1.6.5.8.11.2.3. Creation of Geo and Topo indices

1.6.5.8.11.2.4. Changes at the actual search

1.6.5.8.11.2.5. Caching settings

1.6.5.8.11.2.6. Log file evaluation - Find best settings

1.6.5.8.11.2.7. Access on Topology values via VBS

1.6.5.9. if<cadname>.cfg

1.6.5.10. ifacecommon.cfg

1.6.5.11. material.cfg (without ERP integration)

1.6.5.12. material_assign.cfg (with ERP integration)

1.6.5.13. menustructure_<application name>.cfg / menuvisibility_<application name>.cfg

1.6.5.14. pappclient.cfg

1.6.5.14.1. Connected Online Search in parallel

1.6.5.15. pappserver.cfg

1.6.5.16. partsol.cfg

1.6.5.16.1. Block [Common] - Common settings

1.6.5.16.1.1. Key "stlMaxTriangleCount" - Geometry import

1.6.5.16.1.2. Key "ExportSubAssemblyStructure" - Support for subassemblies

1.6.5.16.2. Block [VARSEARCHCLSVARS]

1.6.5.16.3. Block [EOLService] - Show/hide lines to be avoided

1.6.5.16.4. Block [PARTdataManager] - Global settings for PARTdataManager

1.6.5.16.4.1. Keys "TOP_SEARCHPATH_SELECTION_..." - Search path selection: Show/hide single options

1.6.5.16.4.2. Key "TOP_SHOW_REVERSE_SEARCH"

1.6.5.16.4.3. Key "TOP_SHOW_PATH_SELECTION" - Show/hide search path selection list field (Search in)

1.6.5.16.4.4. Key "TOP_SHOW_VIEWMODE_BUTTON" - Show/hide view mode selection (Search for)

1.6.5.16.4.5. Key "TOP_SHOW_HELP_BUTTON" - Show/hide Help button

1.6.5.16.4.6. Keys "TOP_SHOW_SAVEQUERY_BUTTON" and "TOP_SHOW_LOADQUERY_BUTTON" - Search templates

1.6.5.16.4.7. Key "INDEX_SHOW_SEARCH_SETTINGS" - "Search settings" button on/off

1.6.5.16.4.8. Key "INDEX_SHOW_SAVEININDEX" - Button "Save search results in favorites " on/off

1.6.5.16.4.9. Key "INDEX_SHOW_SAVEINFILE" - Button "Save search results in a file " on/off

1.6.5.16.4.10. Key "INDEX_SHOW_GENERATE_FILTER_ASSISTANT" - Button "Advanced search filter assistant " on/off

1.6.5.16.4.11. Keys "TABCONTENT_..._ENABLED" and "TABCONTENT_..._HIDE_..." - Availability and visibility of tab content

1.6.5.16.4.12. Key "TABCONTENT_SEARCHRESULT_DEFAULT_REQUEST_PATH"

1.6.5.16.4.13. Key "TABBAR_PLUSBUTTON_ENABLED" - Plus button on/off

1.6.5.16.4.14. Keys "PARTSELECTION_SHOW_..." / "PARTSELECTION_..._AS_TAB" - Show/hide "Structure" items or move on tab

1.6.5.16.4.15. Key "TOP_SEARCHPATH_SELECTION_HEADER" - Search path selection: Show/hide headers

1.6.5.16.4.16. Key "INDEX_SHOW_CATALOG_FILTER" - Restrict search results using catalog filter

1.6.5.16.4.17. Key "INDEX_SHOW_MAPVIEW" and "INDEX_SHOW_CLUSTERMAPVIEW" - Show/hide buttons for Cloud Map and Partition Map view

1.6.5.16.4.18. Key "STYLESHEETS" - Customer stylesheets for GUI elements

1.6.5.16.4.19. Keys "TABBAR_ORDERABLE" and "TABBAR_ORDER" - Tabs: Allow drag & drop and tab order

1.6.5.16.5. Block [PARTdataManager:CustomDockContent:0] - Create custom docks with a web-view via config

1.6.5.16.6. Block [PARTcadAssistant]

1.6.5.16.6.1. Key "EXE" - PARTcadAssistant

1.6.5.16.7. Block [NATIVEPARTS]

1.6.5.16.7.1. Key "NATIVEPOOLDIR" - Pool and project directory for native parts

1.6.5.16.8. Block [FULLTEXTSEARCH]

1.6.5.16.8.1. Key "SimilarityFactor" - Prioritize catalogs

1.6.5.16.9. Block [INDEX:LUCENE]

1.6.5.16.9.1. Key "TopologyCatalogs" - Find topological values with Full-text search

1.6.5.16.10. Block [REVERSESEARCH]

1.6.5.16.10.1. TypeCode/order number search - ignore spaces

1.6.5.17. pcdstart.cfg

1.6.5.18. plinktemplates.cfg

1.6.5.19. psolvbs.cfg

1.6.5.20. seal.cfg - Catalog Quality Seal

1.6.5.21. updatecheck.cfg

1.6.5.22. topostructure.cfg - PARTdataManager / 3Dfindit: GeoDb topology search

1.6.6. $CADENAS_SITESETUP

1.6.7. $CADENAS_USER

1.6.8. Optimize user interface

1.6.8.1. Optimize user interface - Overview

1.6.8.2. Tweak menus, menu items, toolbars, buttons and context menu commands

1.6.8.2.1. Overview

1.6.8.2.2. Tweak PARTdataManager user interface

1.6.8.2.2.1. menustructure_PARTdataManager.cfg

1.6.8.2.2.1.1. Block [Tweakmenu]

1.6.8.2.2.1.1.1. Menus

1.6.8.2.2.1.1.2. Toolbars

1.6.8.2.2.1.1.3. Context menus

1.6.8.2.2.1.2. Block [hasSubMenuActions]

1.6.8.2.2.1.3. Block [AltButtons]

1.6.8.2.2.2. menuvisibility_PARTdataManager.cfg

1.6.8.2.2.2.1. Specification of modes (roles)

1.6.8.2.2.2.2. PARTdataManager: Action names (key names) of menu items / buttons / context menu commands

1.6.8.2.2.2.2.1. PARTdataManager: Action names (key names) of menu items and buttons

1.6.8.2.2.2.2.2. PARTdataManager: Action names of context menu commands

1.6.8.2.3. Tweak PARTproject user interface

1.6.8.2.3.1. menustructure_PARTproject.cfg

1.6.8.2.3.2. menuvisibility_PARTProject.cfg: Action names of menus, menu items, toolbars and buttons

1.6.8.2.4. Settings in partsolu.cfg

1.6.8.2.5. Tweak settings and scripting

1.6.8.3. PARTdataManager GUI settings in partsol.cfg

1.6.8.4. Activate/deactivate windows

1.6.8.5. Show/hide search methods

1.7. Configuration file for 3Dfindit

1.7.1. 3Dfindit: Hide CAD button

1.7.2. 3Dfindit: Default tab / Hide tab

1.7.3. Display preferred parts when assigning ERP number: on/off

1.8. More administrative setting options

1.8.1. Request parts by e-mail - parts information (Mident) as an attachment in the form of a ".psmid" file

1.8.2. Replace_std.cfg - Adjust paths after update

1.9. Statistical analysis of PARTcommunity data

1.10. Logging

1.10.1. Global Logging System

1.10.2. Logging Viewer (9.03 SP2)

1.10.3. Crash dump (9.03 SP2)

2. PARTsolutions - CAD Integration - Administration

2.1. User interface in PARTadmin

2.2. CAD encompassing information

2.2.1. Syntax and concepts

2.2.1.1. What are categories?

2.2.1.2. Apply and use own categories

2.2.1.3. Variable values - functions

2.2.1.4. Interpretation of similar blocks with and without category

2.2.1.5. Join blocks

2.2.1.6. Use encrypted passwords in config file

2.2.1.7. Use macros

2.2.2. Configuring PARTsolutions interface menu and toolbar

2.2.3. Control visibility of functions (buttons)

2.2.4. Disable placement dialog

2.2.5. Select application " dialog

2.2.6. Set file name ("FileName" key) and pool path ("poolpath" key)

2.2.6.1. Pool: flat or with subdirectories ("poolpath" key)

2.2.6.2. File name: set generation options ("FileName" key)

2.2.7. Attribute mapping

2.2.7.1. User interface

2.2.7.2. Structure of the "AttributeMapping(is3d) " block

2.2.7.3. Value types

2.2.7.4. Common hints for Attribute Mapping sections

2.2.7.5. Examples

2.2.7.5.1. Transfer of the catalog name

2.2.7.5.2. Attribute mapping restricted to a special project

2.2.7.5.3. Specify user defined attributes via categories

2.2.7.5.4. Export standard attributes in several languages

2.2.8. Material mapping

2.2.8.1. Material mapping without ERP integration

2.2.8.2. Material mapping with ERP integration

2.2.8.3. Background information

2.2.8.3.1. Key "Material": Alternative methods

2.2.8.3.2. Key "Material": Use input value as Fallback

2.2.9. Reverse AttributeMapping

2.2.10. Transfer attributes via CNS classification

2.2.11. General configuration file "ifacecommon.cfg"

2.2.11.1. Block [Macros]

2.2.11.1.1. Key "LEN_CHECK"

2.2.11.1.2. Key "_CREATION_OPTION("

2.2.11.2. Block [UI]

2.2.11.2.1. Key "DisplayCreationWarningLevel"

2.2.11.3. Block [Placement]

2.2.11.3.1. Key "PL_DisplayTrivialCases"

2.2.11.4. Block [ClassMapping]

2.2.11.5. Block [NoSection]

2.2.11.6. Block [RAWMATERIALS]

2.2.11.7. [ActivePDMModules]

2.2.12. MultiCAD information

2.2.12.1. Avoid additional entries to the existing BOM

2.3. CAD specific information

2.3.1. AutoCAD Integration - Administration

2.3.1.1. Block [UI] - Configuration of PARTsolutions menu and toolbar

2.3.1.2. Attribute mapping in AutoCAD

2.3.1.2.1. Block [AttributeMapping(is2d)]

2.3.1.2.2. Block [BomNormalAttributes] - Define BOM list attributes

2.3.1.2.2.1. Adjust BOM list attributes

2.3.1.3. Block [NativeCheckin]

2.3.1.3.1. Key "IgnoreCheckinAttributes01"

2.3.1.4. Troubleshooting

2.3.1.4.1. Installation - Deinstallation

2.3.1.5. User documentation

2.3.2. Aveva PDMS

2.3.2.1. Configuration setting for Aveva integration

2.3.3. CATIA V5 Macro

2.3.3.1. CATIA macro interface installation

2.3.3.2. Settings

2.3.3.2.1. Geometric search (3D): Conversion to STL

2.3.4. CATIA V5

2.3.4.1. Block [INTERFACE]

2.3.4.1.1. Key "insertComponentFlexible" (FLEXIBLE_RIGID_SUBASSEMBLY)

2.3.4.1.2. Key "DEBUG"

2.3.4.1.3. Key "NativeCheckoutTargetFolder"

2.3.4.2. Block [CreationOptions]

2.3.4.2.1. Key "FileName(is3dPart)"

2.3.4.2.2. Key "FileName(is3dAsm)"

2.3.4.2.3. Key "TemplateName(is3dPart)"

2.3.4.2.4. Key "TemplateName(is3dAsm)"

2.3.4.2.5. Key "poolPath"

2.3.4.2.6. Key "MaterialFile"

2.3.4.2.7. Key "Material"

2.3.4.2.8. Key "APPLY_PART_MATERIAL_TO"

2.3.4.2.9. Key "CREATE_THREADS"

2.3.4.2.10. Key "COLOR_FEATURES_00"

2.3.4.2.11. Key "SimplifyAssemblies"

2.3.4.2.12. Key "SKIP_ERRORS"

2.3.4.2.13. Key "CREATE_COMPONENTS"

2.3.4.2.14. Key "CREATE_SOLIDS"

2.3.4.2.15. Key "LOAD_CGR"

2.3.4.2.16. Key "CREATE_AUTO_CST_SKETCH"

2.3.4.2.17. Key "SAVE_DOCUMENT_TYPE"

2.3.4.2.18. Key "CREATE_CGR"

2.3.4.2.19. Key "UseAsmMates"

2.3.4.3. Block [AttributeMapping]

2.3.4.4. Block [CATPartParameters]

2.3.4.5. Block [CATCompProperties]

2.3.4.5.1. Key "CATPRODUCT_INSTANCENAME"

2.3.4.6. Block [CATProdProperties]

2.3.4.6.1. Key "CATPRODUCT_PARTNUMBER"

2.3.4.7. Commands to adjust behavior/visibility of PARTsolutions interface menu and workbenches

2.3.5. CoCreate Modeling Integration - Administration

2.3.5.1. Block [CreationOptions(is3d)] - How to setup?

2.3.5.1.1. Key "FileName"

2.3.5.1.2. Key "DistributeMass"

2.3.5.1.3. Key "EnhancedPhysicalProperties" - Calculation of Physical Properties

2.3.5.2. Block [UI] - Adjust menus and toolbars

2.3.5.3. Block [INTERFACE]

2.3.5.3.1. Key "denied_value_char"

2.3.5.3.2. Key "replace_char" - Replacement of characters

2.3.5.4. Block [AttributeMapping(is3d)]

2.3.5.4.1. Key "Attr_CopyFrom_01"

2.3.5.5. Block [CadDocumentAttributes]

2.3.5.6. Modelmanager - Configuration

2.3.5.7. User documentation

2.3.6. Inventor Integration - Administration

2.3.6.1. Block [CreationOptions(is3d)]

2.3.6.1.1. Key "poolpath" - Set storage path for PARTsolutions parts

2.3.6.1.2. Key "FileName" - Define structure of document name

2.3.6.1.3. Key "TemplateFile" - Adjust templates

2.3.6.1.4. Key "CreateIMates"

2.3.6.1.5. Keys "catalogparts" and "catalogparts(rawmaterials)"

2.3.6.1.6. Key "BomStructureType"

2.3.6.1.7. Key "MATERIAL_DEFAULT_APPEARANCE"

2.3.6.1.8. Key "Material" - Material mapping

2.3.6.1.9. Key "ThreadGroupRx_xx" - Thread configuration

2.3.6.2. Block [UI] - Adjust menus and toolbars

2.3.6.3. Attribute mapping in Inventor

2.3.6.3.1. Block [AttributeMapping(is3d)] - Set attribute language

2.3.6.3.1.1. Declare prefix for PARTsolutions attribute

2.3.6.3.2. Block [CadDocumentAttributes] - Transfer user defined attributes

2.3.6.3.3. Block [DocumentInformation]

2.3.6.3.4. Block [SummaryInformation]

2.3.6.3.5. Block [DesignTracking]

2.3.6.4. Several Inventor versions in parallel operation

2.3.6.5. User documentation

2.3.7. NX Integration - Administration

2.3.7.1. Activation / deactivation of the integration

2.3.7.2. Block [CreationOptions(is3d)]

2.3.7.2.1. Key "Poolpath"

2.3.7.2.2. Key "FileName"

2.3.7.2.3. Key "EnableMCD" - Mechatronic Concept Designer

2.3.7.2.4. Key "material"

2.3.7.2.5. Keys "feature_group_xx"

2.3.7.2.6. Keys "layer_xx" - Layer descriptions

2.3.7.2.7. Key "PhysicalPropertiesMode"

2.3.7.2.8. Key "PipingConnPoint" - NX routing function

2.3.7.2.8.1. More NX Routing options

2.3.7.2.9. Key "MakeSketchesInternal"

2.3.7.3. Block [INTERFACE]

2.3.7.3.1. Key "PhysicalPropertiesPrecision" - Allow physical property precision override

2.3.7.3.2. Key "ForceCreateNew3DPreviews"

2.3.7.4. Block [UI] - Adjust menus and toolbars

2.3.7.4.1. Key "PrepareMenuPath"

2.3.7.5. Block [AttributeMapping(is3d)]

2.3.7.5.1. Key "Attr_CopyFrom_01"

2.3.7.6. Block [CadDocumentAttributes]

2.3.7.6.1. Add categories to attribute mapping

2.3.7.7. NX: Unicode support in filenames

2.3.7.8. NX: "Position Override" functionality

2.3.7.9. NX: Adjust placement dialog via macro

2.3.7.9.1. Procedure when using NX without PDM

2.3.7.9.2. Procedure when using NX with Teamcenter

2.3.7.10. NX: Macro independent placement dialog

2.3.7.11. Export STEPAP242, JTAP2422 and PLMXML

2.3.7.12. NX: Export with topology information

2.3.7.13. NX Teamcenter: Component is Reference-Only

2.3.7.14. Troubleshooting

2.3.7.14.1. Broken constraints after replacing part in assembly

2.3.7.14.2. Export NATIVE STP to NX fails

2.3.7.14.3. Installation - Deinstallation

2.3.7.15. User documentation

2.3.7.16. siemenspsol.cfg

2.3.7.16.1. Reuse Library - CADENAS Library - Setting options

2.3.8. Creo Integration - Administration

2.3.8.1. Block [CreationOptions(is3d)]

2.3.8.1.1. Key "CreateDimensions"

2.3.8.1.2. Automatic accuracy search

2.3.8.1.3. Key "PoolPath"

2.3.8.1.4. Key "FileName"

2.3.8.1.5. Key "Material"

2.3.8.1.6. TempAxisLayer

2.3.8.2. Attribute mapping in Creo

2.3.8.2.1. Block [AttributeMapping(is3d)]

2.3.8.2.2. Block [CadDocumentAttributes] - Transfer custom attributes

2.3.8.2.2.1. User defined attributes with type declaration

2.3.8.2.2.2. Adding new keys

2.3.8.3. Block [MatMAP] - Material mapping in Creo

2.3.8.4. Block [UI] - Configure menus and toolbars

2.3.8.5. Activating the PARTsolutions interface in Creo Parametric

2.3.8.6. Conversions from Creo to "STEP" format

2.3.8.7. User documentation

2.3.9. Solid Edge Integration - Administration

2.3.9.1. CADENAS internal SE version numbering

2.3.9.2. Block [CreationOptions(is3d)]

2.3.9.2.1. Key "poolpath" - Storange path for PARTsolutions parts

2.3.9.2.2. Key "FileName" - Specify creation of file name

2.3.9.2.3. Material(is3dpart) - Material mapping

2.3.9.2.4. Key "DocumentState"

2.3.9.3. Block [UI] - Configuration of PARTsolutions menu and toolbar

2.3.9.4. Attribute mapping in Solid Edge

2.3.9.4.1. Block [AttributeMapping(is3d)]

2.3.9.4.2. Block [CadDocumentAttributes] - Transfer custom attributes

2.3.9.4.3. Block [CadDocumentAttributes] - Transfer further extra attributes

2.3.9.4.4. Block [ProjectInformation]

2.3.9.4.5. Blocks [SummaryInformation] and [DocumentSummaryInformation]

2.3.9.4.6. Fill more fields in Solid Edge with PARTsolutions attributes

2.3.9.4.6.1. Field names in Solid Edge

2.3.9.4.7. Set different languages for attributes

2.3.9.5. Troubleshooting

2.3.9.5.1. Installation - Deinstallation

2.3.9.6. User documentation

2.3.10. SolidWorks Integration - Administration

2.3.10.1. Block [CreationOptions(is3d)]

2.3.10.1.1. Key "poolpath" - Set storage path for PARTsolutions parts

2.3.10.1.2. Key "FileName" - Define structure of document name

2.3.10.1.3. Key "Material" - Material mapping

2.3.10.1.4. Key "sketchmode"

2.3.10.2. Block [UI] - Adjust menus and toolbars

2.3.10.3. Attribute mapping in SolidWorks

2.3.10.3.1. Block [AttributeMapping(3D)] - Set attribute language

2.3.10.3.1.1. Declare prefix for PARTsolutions attributes

2.3.10.3.2. Block [CadDocumentAttributes] - Transfer user-defined attributes

2.3.10.3.2.1. Key "IsFastener"

2.3.10.3.3. Block [CadDocumentAttributes] - Transfer further extra attributes

2.3.10.3.4. Block [SummaryInformation]

2.3.10.4. Several SolidWorks versions in parallel operation

2.3.10.5. Troubleshooting

2.3.10.5.1. Installation - Deinstallation

2.3.10.6. User documentation

2.3.11. Tekla Integration - Administration

3. PARTsolutions - PDM Integration

3.1. General information

3.1.1. ERP/PDM as leading systems

3.1.2. Basic workflow for "direct" PDM linking

3.1.3. Comparison: "pool integration" - total integration

3.1.4. Write a log file

3.1.5. Duplicates with Simple Assemblies

3.2. General Configuration in PDM

3.2.1. Activation of the interface

3.2.2. Keys "AppBeforeCreate" and "AppAfterCreate"

3.2.3. Activate PLMTABLE2

3.2.4. Key "ACTIVE_CAD"

3.2.5. Additional tasks

3.2.6. Revising

3.2.7. Return Mapping

3.2.8. More notes on configuration

3.2.9. Show CAD documents (PDM-ID) in 3Dfindit / PARTdataManager

3.2.10. Installation ERP / LinkDB

3.3. PDM-specific information and configuration

3.3.1. Creo - Windchill

3.3.1.1. Important terminology in connection with Creo-Windchill

3.3.1.2. Key Features

3.3.1.2.1. Login

3.3.1.2.2. Checkout

3.3.1.2.3. Checkin

3.3.1.2.4. Attribute mapping for Windchill

3.3.1.2.5. Set status

3.3.1.3. Installation / System requirements

3.3.1.4. Additional installation

3.3.1.4.1. Register DLL

3.3.1.4.2. JSP files

3.3.1.5. Configuration

3.3.1.5.1. The most important settings

3.3.1.5.2. Other settings

3.3.1.5.2.1. Searching with MasterOBID instead of Filename

3.3.1.5.2.2. Additional Tasks

3.3.1.6. Special notes

3.3.1.6.1. Clear Windchill-Creo cache automatically

3.3.1.6.2. Creo - Windchill with PLMsynchro: Autologin

3.3.1.6.3. Creo - Windchill: "Failed to add the document <wt.epm........> to workspace!" during conversion

3.3.2. Teamcenter

3.3.2.1. General information

3.3.2.1.1. Important terminology in connection with Teamcenter

3.3.2.1.2. How to find Name of Object/Reference

3.3.2.2. General configuration (for Teamcenter-CAD combinations)

3.3.2.2.1. Add PSOL Queries in TC

3.3.2.2.2. Additional Tasks

3.3.2.2.2.1. Additional Task: Change Owner

3.3.2.2.2.2. Additional Task: Move to Dynamic Folder

3.3.2.2.2.3. Additional Task: Attribute Mapping

3.3.2.2.2.4. Additional Task: Create Custom Dataset

3.3.2.2.3. Revise Document

3.3.2.3. Teamcenter - NX

3.3.2.3.1. Preconditions

3.3.2.3.2. Minimal configuration enabling export

3.3.2.3.2.1. Mapping between .pax file entries and ifnxteamcenter.cfg

3.3.2.3.3. Test run

3.3.2.3.4. Additional configuration

3.3.2.3.4.1. Determine target folder in TC

3.3.2.3.4.2. Return Mapping

3.3.2.3.4.3. Mandatory Teamcenter Properties

3.3.2.3.4.3.1. Configure "pax" file

3.3.2.3.4.3.2. Configure ifnxteamcenter.cfg

3.3.2.3.4.3.3. Record Journal

3.3.2.3.4.3.4. Set "CadDocumentAttributes" in ifnxteamcenter.cfg

3.3.2.3.4.3.5. Schema

3.3.2.3.4.3.6. Test export

3.3.3. SAP ECTR

3.3.3.1. General information

3.3.3.1.1. CAD systems

3.3.3.1.2. System preconditions

3.3.3.2. Installation (Basis and Addons)

3.3.3.3. Minimum interface configuration

3.3.3.3.1. General PLM configuration

3.3.3.3.2. SapEctr_public_api.cfg

3.3.3.3.3. ifSapEctr.cfg

3.3.3.4. Test run

3.3.3.5. Other configurations

3.3.3.5.1. General notes

3.3.3.5.2. Additional tasks

3.3.3.5.2.1. Revise Document

3.3.3.5.2.2. Checkin1

3.3.3.5.2.3. Document Set Short and Long Texts

3.3.3.5.2.4. Set Material Short and Long Texts

3.3.3.5.2.5. Document Create Variants

3.3.3.5.2.6. Create and Link Material

3.3.3.5.2.7. Set Document Classification Data

3.3.3.5.2.8. Set Material Classification Data

3.3.3.5.2.9. Document Apply Status Chain

3.3.3.5.2.10. Material Apply Status Chain

3.3.3.5.2.11. Search Document by Material

3.3.3.5.2.12. Begin Checkout Transaction

3.3.3.5.2.13. Text Preprocessing

3.3.3.5.3. Preview images

3.3.3.5.4. Return Mapping

3.3.3.5.5. Config for dll paths

3.3.3.6. Customizing PARTsolutions ERP interface

3.3.3.7. Different use cases

3.3.3.7.1. Most simple case (only PLM interface and CAD export)

3.3.3.7.2. Simple case with automatic material master creation (PLM interface, CAD export and CreateAndLink additional task)

3.3.3.7.3. Create document from empty line (without ERP number) - Manual assignment of SAP material in PSOL

3.3.3.7.4. Timestamp ERP_PDM_NUMBER - Dialog PSOL attributes - Material per additional task - Return Mapping

3.3.3.7.5. Timestamp ERP_PDM_NUMBER - Dialog PSOL attributes - Material per SAP mask - Return Mapping

3.3.4. Vault - Inventor

3.3.4.1. Trouble Shooting

3.3.4.1.1. Error during checkin of document

3.3.5. More systems

4. Strategic Parts Management

4.1. Introduction

4.1.1. Integration

4.1.2. Target groups

4.1.3. Complete workflow

4.1.4. Integrating LinkDB

4.1.4.1. LinkDB

4.1.4.2. Data transfer and linkages

4.1.4.2.1. Cyclic replication

4.1.4.2.2. Online replication

4.1.4.2.3. Direct online linking of the LinkDB to the ERP-DB

4.1.4.2.4. Creation of new parts using an ERP interface

4.1.5. User-Role concept

4.1.6. Support for internal company workflows

4.1.7. Modules

4.1.7.1. PARTsolutions/base module ERP linkdb

4.1.7.2. PARTsolutions/base module ERP

4.2. Installation Link database

4.2.1. Hardware requirements

4.2.2. PARTsolutions Enterprise Setup

4.2.3. Configuration of the database server connection (exemplified by MSSQL)

4.2.4. Create database scheme and users for ERP (exemplified by MSSQL)

4.2.4.1. Installation scripts

4.2.4.2. Explanation on the database tables

4.2.4.2.1. LOCKTABLE

4.2.5. Set up ODBC data source

4.2.6. JDBC driver

4.2.7. ERP connectivity from PARTsolutions via ODBC/JDBC and ERP activation

4.2.7.1. plinkcommon.cfg ➝ Block [Common] ➝ Key "DBName" - Database connection

4.2.7.2. plinkcommon.cfg -> Block [PARTdataManager] -> Keys "ERPenabled" and "ERPenabledPPrj" - Activate ERP

4.2.7.3. Configuration database login

4.3. Add / remove database columns

4.3.1. Create database columns via SQL scripting

4.3.2. Add database column with PARTlinkManager

4.3.3. Make database column visible for display in PARTdataManager

4.3.4. Remove database column

4.4. Backup/restore database

4.5. PARTapplicationServer Installation/Configuration

4.6. Name rule for the CAD file name

4.7. Set up ERP environment

4.7.1. ERP environment overview

4.7.2. Database connection

4.7.3. Create and configure roles

4.7.3.1. Roles: General " tab page

4.7.3.1.1. Dialog box for role selection - plinkgroups.cfg -> Block [Role name] -> Keys "DESC" and "IMAGE"

4.7.3.1.2. Preferred series - plinkgroups.cfg -> Block [Role_name] -> Key "PREFRANGE"

4.7.3.1.3. Display condition for part selection - Colored catalog index - plinkgroups.cfg -> Block [Role_name] -> Key "CONDITIONTREE"

4.7.3.1.4. Display condition for table rows - plinkgroups.cfg -> Block [Role_name] -> Key "TABRESTRICTION"

4.7.3.1.5. Filter condition for data records - plinkgroups.cfg -> [role name] -> key "CONDITION"

4.7.3.1.6. Columns to be displayed - plinkgroups.cfg -> Block [Role_name] -> Key "VARSUSED / VARSHIDDEN"

4.7.3.1.7. Export condition - plinkgroups.cfg -> Block [role name] -> Key "EXPORTRESTRICTION"

4.7.3.1.8. Export information (tooltip) at status lights - plinkgroups.cfg -> Block [Role_name] -> Key "TOOLTIPTEXTEXPORTON" / "TOOLTIPTEXTEXPORTOFF"

4.7.3.1.9. Release certain directories for export - plinkgroups.cfg -> Block [Role_name] -> Key "EXPPRJTAB" / plinktemplates.cfg

4.7.3.1.10. Catalogs to be suppressed / Show only these catalogs - plinkgroups.cfg -> Block [role name] -> Key "HIDELIST" / "EXCLUSIVELIST"

4.7.3.2. Roles: PDM" tab page

4.7.3.3. Rollers: Tabbed page "Display"

4.7.3.3.1. Status icons for table - plinkgroups.cfg -> Block [<role name>] - key "BMPCONDITION<number>"

4.7.3.3.2. Status colors for catalog index - plinkgroups.cfg -> Block [role name] -> Key "COLORCONDITIONTREE<number>"

4.7.3.4. Roles: Tabbed page "E-Mail"

4.7.3.5. Roles: Translations " tab page

4.7.4. Role sets

4.7.4.1. Mapping Role set - Roles / plinkusers.cfg -> [<Role name>] -> Key "GROUPS"

4.8. ERP toolbar and menu

4.9. Table layout for PARTdataManager/3Dfindit and (PARTlinkManager)

4.9.1. Customize table values -> Customize text / plinkcommon.cfg -> Block [MAPPING_<COLUMN_NAME>] - Key for visible text

4.9.2. Adjust table values -> Adjust color / plinkcommon.cfg -> Block [COLMAPPING_<variable name>] - Key COLORCODE<number>

4.9.3. Adjust table values -> Adjust text and color / plinkcommon.cfg -> Block [MAPPING_<variable_name>] -> Key for visible text

4.9.4. Adjust table values -> Adjust color with condition / plinkcommon.cfg -> Block [COLMAPPING_<column name>] -> Key "COLORCOND<number>"

4.9.5. Adjust table values > Set bitmap (PDataMgr only) / plinkcommon.cfg -> Block [BMPMAPPING_<column_name>] - Key "BMPCODE<number>"

4.9.6. Adjust table values -> Set bitmap with condition (PDataMgr only) / plinkcommon.cfg -> Block [BMPMAPPING_<column_name>] -> Key "BMPCOND<number>"

4.9.7. Background color for ERP/PDM columns / plinkcommon.cfg -> Block [GROUP_COLORS] -> Key GROUP<number>

4.9.8. Determine column color by indicator in ERP column (very special) / plinkgroups.cfg -> Block [<Role_name>] -> Key "COLORNUMBERTREE"

4.10. Configure column display - plinkcommon.cfg -> Block [LINKDBFIELDS] -

4.11. Design "New ident number " dialog box - erpcustom.cfg -> Block [USERDIALOG]

4.11.1. material_assign.cfg (with ERP integration)

4.11.2. Ignore custom set values for the combobox - Key "USERDIALOG_SKIPDBLOAD"

4.11.3. Change default description text for ERP_PDM_NUMBER - erpcustom.cfg -> Block [VARS] -> Key "USERDIALOG_ERPNR"

4.12. Manual data administration

4.12.1. Creating ERP numbers

4.12.1.1. How and from where datasets come into LinkDB? - An overview

4.12.1.2. Create ERP number with 3Dfindit / PARTdataManager

4.12.1.2.1. Create timestamp ERP number yes/no (3Dfindit)

4.12.1.2.2. Create timestamp ERP number yes/no (PARTdataManager)

4.12.1.2.3. Create ERP number directly on export

4.12.1.2.4. Additional features

4.12.1.2.4.1. ERP Number Generator - erpcustom.cfg -> Blocks [ERP_NRGENERATOR] and [ERP_NRGENERATOR_CONDITIONS]

4.12.1.2.4.1.1. Prerequisites

4.12.1.2.4.1.1.1. SQL commands for applying the "Sequencer" table in the LinkDB

4.12.1.2.4.1.1.2. Activating ERP Number Generator

4.12.1.2.4.1.2. Assign/display ERP number in PARTdataManager

4.12.1.2.4.1.3. Further number generations based on the example of the default setting

4.12.1.2.4.1.4. Adjust conditions for number generation

4.12.1.2.4.2. Duplicate check in the course of ERP number assignment

4.12.1.3. Create ERP number with PARTlinkManager

4.12.1.3.1. Import a project into LINKDB – Assign ERP number

4.12.1.4. Create ERP numbers with PARTdataCenter

4.12.2. Create variants in PARTdataManager

4.12.3. Create variant in PARTlinkManager

4.12.4. Edit variant

4.12.5. Editing LinkDB in PARTlinkManager

4.12.5.1. Editing columns

4.12.5.2. Edit row

4.12.5.3. Deleting data records

4.12.6. Edit/delete data record with PARTdataManager

4.13. Complex workflows for data maintenance

4.13.1. Overview

4.13.2. Initial filling of the LinkDB / article assignment

4.13.2.1. Data export via CSV using SAP as an example

4.13.2.1.1. Manual export

4.13.2.1.2. Automated Export

4.13.2.2. Cost estimate

4.13.3. Updating data

4.13.3.1. Online replication

4.13.3.2. Cyclic replication

4.13.3.3. Automated and cyclical update of data

4.13.3.4. Direct online linking of the LinkDB to the ERP-DB

4.13.3.5. Configuration file nightupdate.cfg

4.13.3.5.1. Block [LOG]

4.13.3.5.2. Block [MISC]

4.13.3.5.3. Block [LOAD]

4.13.3.5.4. Block [ERPTABLE-IDENTIFY-COLUMNS]

4.13.3.5.5. Block [ERPTABLE-UPDATE-COLUMNS]

4.13.4. Create ERP numbers with direct link to SAP system

4.13.5. New application of parts with ERP Gateway

4.13.6. Distributed Locations - LinkDB Replication

4.14. Index update

4.15. Catalog update with ERP integration

4.15.1. Catalog update Standard information

4.15.2. Standard check on problems with mapping LinkDB entries

4.15.3. Catalog update with ERP link - Fix assignment problems with Update Manager

4.15.3.1. Catalog update (Tutorial) - Example 1

4.15.3.1.1. Preparation

4.15.3.1.2. Status after update installation to Bikecompany V2 and before editing with Update Manager

4.15.3.1.3. Editing in the Update Manager

4.15.3.2. Catalog update (Tutorial) - Example 2

4.15.3.2.1. Preparations

4.15.3.2.2. Catalog update - Download

4.15.3.2.3. Assignment / release – Overview on the best approaches

4.15.3.2.4. PARTadmin - Check | Compare | Install

4.15.3.2.5. PARTlinkManager

4.15.3.2.6. Update Manager - Assignment of projects and LinkDB data records

4.15.3.2.6.1. Update Manager - projects with simple assignment process

4.15.3.2.6.1.1. Assign project.prj (Standard name adjusted)

4.15.3.2.6.1.2. Assign project2.prj (Adjusted directory)

4.15.3.2.6.1.3. Assign project4.prj (directory relocated and Standard name adjusted)

4.15.3.2.6.2. Update Manager - projects with a more complex assignment process

4.15.3.2.6.2.1. Assign project3.prj (project and Standard number renamed)

4.15.3.2.6.2.2. Assign project5.prj

4.15.3.2.6.2.3. Assign project6.prj

4.15.3.2.6.2.4. Assign project7.prj

4.15.3.2.6.3. Final check

4.15.3.3. Install update version

4.15.3.3.1. Update without connection to the LinkDB

4.15.3.3.2. Correct version numbers

4.15.3.3.3. Update structure table

4.15.3.4. User interface of Update Manager

4.15.3.4.1. Icons in the Catalogs dialog area

4.15.3.4.2. Symbols in the Line assignment dialog area

4.15.3.5. Functions

4.15.3.5.1. ACTIVE_STATE and REQUESTED_STATE

4.15.3.5.2. Changed standard name

4.15.3.5.3. Moved dataset

4.15.3.5.4. No correlation to the old dataset found

4.15.3.5.5. Conduct assignments across lines

4.15.3.6. Catalog update with ERP link - check assignment problems BEFORE installation (table and 3D view)

4.15.3.7. Background information

4.15.4. PARTsolutions with LinkDB - Troubleshooting at catalog updates

4.15.4.1. Revision / Updating the LinkDB

4.15.4.2. Manual revision via parameter calls

4.16. Further settings in plinkcommon.cfg

4.16.1. Keep original row / plinkcommon.cfg -> Block [PARTdataManager] -> Key "KeepOrgRow"

4.16.2. Pin dimension feature on/off / plinkcommon.cfg -> Block [PARTdataManager] -> Key "LockDimRange"

4.16.2.1. Background information

4.16.3. Login options / plinkcommon.cfg -> Block [PARTdataManager] -> Key "LoginMode"

4.16.4. PARTlinkManager: Line color at missing ERP_PDM_NUMBER / plinkcommon.cfg -> Block [COLORS]

4.16.5. E-mail settings / plinkcommon.cfg -> Block [MAIL]

4.16.6. Custom template for requesting an ERP number by e-mail / plinkcommon.cfg -> Block [MAIL] -> Key "TEMPLATE"

4.16.7. Update full-text search index after LinkDB changes / plinkcommon.cfg -> Block [Common] -> Key "UPDATESEARCHINDEX"

4.16.8. Standard designation - Standard designation (short) - Adapt parts list designation / plinkcommon.cfg -> Block [PARTdataManager] -> Key "NB" "ShortNB" "LINA"

4.17. Translation file "plinkcommon.def"

4.18. Further settings in "plinkgroups.cfg"

4.18.1. E-mail setting for "New ident number " dialog / plinkgroups.cfg -> Block [<Role_name>] -> Key "SENDTO" "SUBJECT" "SERVER" "ISHTML"

4.18.2. Own template for requesting an ERP number by e-mail / plinkgroups.cfg -> Block [<Role_name>] -> Key "TEMPLATE"

4.18.3. Standard designation - Standard designation (short) - Adapt parts list designation / plinkgroups.cfg -> Block [<Role_name>] -> Key "NB" "SHORTNB" "LINA"

4.19. Translation file "plinkgroups.def"

4.20. Further settings in erpcustom.cfg

4.20.1. Load additional scripts - erpcustom.cfg -> Block [LOAD]

4.20.2. Default value for "ACTIVE_STATE" for new part creation / erpcustom.cfg -> Block [VARS] -> Key "NEWASTATE"

4.20.3. Values of the "New ident number " dialog window - erpcustom.cfg -> Block [VARS] -> Key "SENDTO", "SENDFROM", "SUBJECT", "SERVER"

4.20.4. Values of the "New ident number " dialog window - erpcustom.cfg -> Block [VARS] -> Key "SENDTO", "SENDFROM", "SUBJECT", "SERVER"

4.21. Getting started - Demo database

4.22. Troubleshooting

4.22.1. Link database troubleshooting

4.22.1.1. Disabling Journaling on DB2/400

4.22.1.2. Database login - Error message

4.23. PARTadmin Reference

4.23.1. Menus

4.23.1.1. File

4.23.1.2. ? (Help)

4.23.2. Icons

4.23.3. ERP environment settings

4.23.4. "Roles" dialog - Buttons

4.23.5. "Roles" dialog - Tabbed pages

4.23.5.1. General " tab page

4.23.5.2. Tabbed page "PDM"

4.23.5.3. Display " tab page

4.23.5.4. E-mail " tab page

4.23.5.5. Translations " tab page

4.23.5.6. "Standard designation ","Standard designation (short) ","Parts list designation " tab page

4.24. PARTlinkManager Reference

4.24.1. PARTlinkManager call from start menu

4.24.1.1. License selection dialog for license server licensing

4.24.2. Call PARTlinkManager from PARTdataManager

4.24.3. Access rights

4.24.4. Menus

4.24.4.1. File

4.24.4.1.1. Connect

4.24.4.1.2. Connect as...

4.24.4.1.3. Switch role

4.24.4.1.4. Disconnect

4.24.4.1.5. Export as -> CSV table

4.24.4.1.6. Import -> CSV table

4.24.4.1.7. Execute Script

4.24.4.1.8. Exit

4.24.4.2. View

4.24.4.2.1. Show tree

4.24.4.2.2. Display filtered tree

4.24.4.2.3. Hide old versions of parts

4.24.4.3. Extras

4.24.4.3.1. Database

4.24.4.3.1.1. Add / remove database columns

4.24.4.3.1.1.1. Create database columns via SQL scripting

4.24.4.3.1.1.2. Add database column with PARTlinkManager

4.24.4.3.1.1.3. Make database column visible for display in PARTdataManager

4.24.4.3.1.1.4. Remove database column

4.24.4.3.1.2. Show database columns

4.24.4.3.1.3. Backup/restore database

4.24.4.3.1.4. Editing additional tables in the PARTlinkManager

4.24.4.3.2. Configure ERP environment

4.24.4.3.2.1. Tabbed page "PARTlinkManager preferences"

4.24.4.3.2.1.1. Set row color

4.24.4.3.2.1.2. Group definitions / Set column color

4.24.4.3.2.1.3. Adjust table values

4.24.4.3.2.1.4. Modify column display

4.24.4.3.2.1.5. Column position in PARTlinkManager

4.24.4.3.2.2. Tab page PARTdataManager Settings

4.24.4.3.2.2.1. Login mode

4.24.4.3.2.2.2. e-mail notification

4.24.4.3.2.3. Database tab page

4.24.4.3.2.4. Export tables tab page

4.24.4.3.2.5. Translations tab

4.24.4.3.2.6. Tabbed pages "Standard name", "Standard name (short)", "BOM name"

4.24.4.3.2.6.1. Examples

4.24.4.3.2.6.2. Change NB via vbs scripting

4.24.4.3.2.6.3. Change NB according to project

4.24.4.3.2.6.4. Syntax

4.24.4.3.3. Preferences

4.24.4.3.3.1. PARTlinkManager - Search fields

4.24.4.3.3.2. Network

4.24.4.3.3.3. Logging settings

4.24.4.3.4. Catalog update - Update Manager

4.24.4.3.5. PARTadmin

4.24.4.4. ? (Help)

4.24.5. Menu buttons

4.24.6. Display filtered datasets

4.24.7. Buttons

4.24.8. Context menu commands

4.24.8.1. Context menu commands: Overview on the different options

4.24.8.2. Context menu commands in detail

4.24.8.2.1. Set fields

4.24.8.2.2. Duplicate

4.24.8.2.3. Edit variant

4.24.8.2.4. Create variant

4.24.8.2.5. Assign / delete ERP numbers

4.24.8.2.6. Importing a project into the database

4.24.8.2.7. Edit project table

4.24.8.2.7.1. Change standard descriptions according to project

4.24.8.2.7.2. Explicitly specify sorting order of variants for PARTdataManager table

4.24.8.2.7.3. Column sorting of geometry columns in PARTdataManager

4.24.8.2.7.4. Update structure table

4.24.9. Filtering display

4.25. General tips

4.25.1. Change dialogs in windows

Change to V12 (Consulting)

1. General

2. Installation

2.1. General

2.2. Licensing

2.3. MSI Installation: Silent Install

2.3.1. Installation directories

2.3.2. Installation mode

2.3.3. Features

2.3.4. Process

3. AppServer V12 - Client Server

3.1. Content of the document

3.2. PARTsolutions Server

3.3. PARTsolutions Client

3.3.1. Catalog/classification installation and index administration via Client

3.4. SSL encryption

3.4.1. Create certificates on the customer side

3.4.1.1. Request certificate with active auto-enrollment

3.4.1.2. Manual certificate application (with template)

3.4.1.3. Manual certificate application (without template)

3.4.2. Create a self-signed certificate

3.4.2.1. Create a self-signed certificate in PARTadmin on the PARTapplicationServer

3.4.2.2. Create a self-signed certificate via Windows Power Shell

3.4.2.2.1. Introduction

3.4.2.2.2. Windows Power Shell command

3.4.2.2.3. Adding permissions on the certificate

3.4.2.2.4. Exporting the certificate

3.4.2.3. Import certificate in Windows Certificate Manager

3.4.3. AppServer Configuration

3.4.4. Check on client side

3.5. Incompatibilities (V12.6)

3.6. Setup ERP environment (V12.6)

3.7. Automatic login

3.8. CAD Client Configuration

3.8.1. UI Callbacks

3.8.2. Control visibility of functions (buttons)

3.9. PDM configuration

3.9.1. pdllhost

3.9.2. Activation of interface

3.10. 3Dfindit - Specifics

3.10.1. Installation type

3.10.2. Browser settings --- ifacecommon.cfg - CadConnector

3.10.3. Browser Settings - Autologin

3.10.4. Problem with autologin in PARTapplicationServer via Windows username

3.10.5. Rights Profiles

3.10.6. License error

3.11. Web help or installed help?

3.12. Checklist

3.12.1. Single points

3.12.2. Administration - Checks via dashboard

4. AppServer V12 - Index and Tasks

4.1. Content of the document

4.2. The new index structure

4.3. Index cache

4.4. Catalog installation

4.5. UpgradeIndexTask

4.5.1. Configuration

4.5.2. Show status in PARTadmin

5. Parasolid problem V12 and XT change

6. 3Dfindit Customizing

6.1. Distributed Code

6.2. Add buttons to UI

6.3. Add plugin code

6.3.1. Code executed in Browser (JS)

6.3.2. Code executed on server (VBS)

6.3.3. Erpcustom customization

6.3.4. Code executed locally in CADconnector (VBS)

6.3.5. Show / hide LinkDB buttons

6.3.5.1. Add data record to link database

6.3.5.2. Add variant to link database

6.3.5.3. Apply for an ERP number

6.3.5.4. Apply for ERP number (alternative)

6.3.5.5. Edit/delete data record

6.3.5.6. Export to CAD

6.3.6. Send Mail to request linkdb number

6.3.7. Determine default geosearch folder

6.3.8. Determine search template

6.4. Set CAD format download

6.5. Further functionality

7. GeoDb

7.1. Advantages of GeoDb

7.1.1. Less memory

7.1.2. Faster searching

7.2. Changes in V12.7

7.2.1. Geo search and raw part search via GeoDb

7.2.2. Only GeoDb is still created

7.2.3. Analyses via GeoDb

7.2.4. Color search

7.2.5. Missing features at topo search

7.3. Configuring GeoDb

7.3.1. Create old indices

7.3.2. Turn on Partial and Raw Part search

7.3.3. Configure caching

7.3.4. Determine cache demand

7.4. Removing obsolete index es

7.5. Files

7.6. Creating GeoDb

7.7. Availability of GeoDb

7.8. New index for variants

8. Parallel use of V11 and V12

8.1. Content of the document

8.2. Adapt configuration for textual search

8.2.1. Configuration of the task UpdateDBSearchIndex

8.2.2. Configuration of the task UpgradeIndex

8.2.3. Variant index

5. FAQ

5.1. Web Help or Installed Help?

5.2. Help

5.3. Context help...

5.4. Training documents

5.5. About

5.6. Licenses

5.6.1. License information

5.6.1.1. General " tab page

5.6.1.2. License selection " tab page

5.6.1.3. Register page "Exp iring licenses"

5.6.1.4. Register page "Active licens es"

5.6.1.5. Checkout " tab page

5.6.2. Licensing

5.6.2.1. Register page "Apply for licenses online " for single user license

5.6.2.2. Register page "Apply for licenses online " at FLM-Lizenz

5.6.2.3. Enter licenses ... (single user)

5.6.2.4. Check licenses ... (single user)

5.6.2.5. Exchange licenses (single user)

5.6.2.6. Enter licenses... (License server)

5.6.2.7. Check licenses ... (License server)

5.6.2.8. No valid license available

5.7. System info/Support

5.7.1. Support request

5.7.2. Save to file

5.7.3. Support tools

5.8. PARTconcept: Ticketing

5.9. Remote maintenance

5.10. Global logging system

5.11. Adjust GUI - Overview

6. Appendix

6.1. Constants, Functions, Operators, mathematical expressions

6.1.1. Fortran Syntax

6.1.2. SQL Syntax

6.1.3. Constants

6.1.4. Operators

6.1.5. Functions

6.1.6. Examples

6.1.6.1. Example 1

6.1.6.2. Example 2

6.1.6.3. Example 3

6.1.6.4. Example 4

6.2. Third Party License Information

Index