PARTsolutions Strategic Part Management - Training
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PARTsolutions Strategic Part Management - Training

ERP/PDM Integration

Controlled Use of Parts - PLDBDEMO

CADENAS GmbH

Edition V12.0 SP6, 06/2023

Copyright © 1992-2023

Text and illustrations have been elaborated with the greatest care. CADENAS GmbH, authors and translators cannot assume legal responsibility or any liability for any incorrect information or the consequences thereof. The information contained in this Manual is provided without any warranty on our part and may be modified without further notice. CADENAS GmbH does not enter into any obligations as the result of this information.

This Manual is protected by copyright. All rights reserved. The rights to the documentation are owned by CADENAS GmbH. No part of this book may be reproduced by photocopying, microfilm or any other method and neither may the Manual be translated into any other language that can be used by machines, in particular print processing equipment. The rights to reproduction in the form of lectures, radio and television are also reserved.

Copyright © 1992-2023 CADENAS GmbH. All rights reserved.

CADENAS, PARTsolutions, PARTdataManager, PARTshaft, PARTconnection, eCATALOGsolutions, PARTdesigner, PARTconfigurator, PARTdxfconverter, PARTlanguage, PARTident, PARTeditor, PARTproject, PARTmedia, Visual Configurator, PARTserver and PDMsolutions, PARTwarehouse, PARTdataCenter are trademarks of CADENAS GmbH, Augsburg, Germany. All other brand names, company names or product names are trademarks or registered trademarks of their rightful owners.

All information is provided without warranty.

Germany
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Schernecker Str. 5
86167 Augsburg
Phone: +49 / (0) 821 / 2 58 58 0 - 0
Fax: +49 / (0) 821 / 2 58 58 0 - 999
Hotline: +49 / (0) 821 / 2 58 58 2 - 0
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E-mail:
Internet: www.cadenas.de
Italy
CADENAS Italiana s.r.l.
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I-40138 Bologna (BO)
Phone: +39 - 051 - 04 16 776
Fax: +39 - 051 - 04 19 105
E-mail:
France
CADENAS France SARL
14 rue Philibert Collet
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Phone: +33 474 55 26 96
Fax: +33 970 06 42 63
Hotline: +49 821 258 58 22 77
E-mail-support:
E-mail:
USA
CADENAS PARTsolutions LLC
400 Techne Center Drive
Suite 118
OH 45150 Cincinnati
Phone: +1 513 453-0453
Fax: +1 513 453-0460
E-mail:
Internet: www.partsolutions.com
CADENAS PARTsolutions LLC, West Coast Office
655 Deep Valley Drive
Suite 255
CA 90274 Rolling Hills Estates
Phone: +1 310 265-1331
E-mail:
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CADENAS GmbH
#907, Donga Venture Tower
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South Korea
Phone: +82 505 936-9360
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Japan
CADENAS WEB2CAD Inc.
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114-0024 Tokyo, Japan
Phone: +81 3 5961 5031
Fax: +81 3 5961 5032
E-mail:
China
CADENAS China ltd.
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#4025, 4th Floor Chengkai International Mansion
200030 Shanghai
China
Phone: +86 21 63 55 13 18
Fax: +86 21 64 69 92 70
E-mail:

Table of Contents

Preface
1. Controlled Use of Parts
1.1. Strategic Parts Management
1.1.1. Components - Total Workflow
1.1.2. Integrating LinkDB
1.1.3. Controlled part application and part use
1.2. Sample database PLDBDEMO
1.3. Installing the PLDBDEMO link database
1.3.1. Guided installation
1.3.2. User-defined installation
1.3.3. Completely install standards
1.4. PARTdataManager – ERP/PDM enhancements
1.4.1. ERP toolbar
1.4.2. Enhanced search possibilities with ERP integration
1.4.2.1. Full-text search: Geometry and ERP values mixed
1.4.2.2. Use preferred rows filter
1.4.3. Database login…
1.4.4. User role display in the status bar
1.4.5. Classify project
1.4.6. Columns with colored background for ERP and PDM data
1.4.7. Status indicating bitmaps for table view (Status light)
1.4.8. Status colors for catalog index
1.4.9. Additional information in directory tree
1.4.10. Request ERP number per e-mail
1.4.11. Sorting of search results
1.4.12. Line sorting in PARTdataManager
1.4.13. Show CAD documents (PDM-ID) in PARTdataManager
1.4.14. Status bar
1.4.15. Export - Part attributes in CAD/PDM
1.5. Overview on ERP modules
1.5.1. PARTadmin
1.5.2. PARTlinkManager
1.5.3. PARTdataCenter
1.6. User-role concept
1.6.1. Concept / Overview of procedure
1.6.2. Apply users via PARTadmin
1.6.3. Apply user locally in PARTsolutions
1.6.4. Configure roles
1.6.4.1. Tabbed page "General"
1.6.4.1.1. Dialog box for role selection - plinkgroups.cfg -> Block [Role name] -> Keys "DESC" and "IMAGE"
1.6.4.1.2. Preferred ranges - plinkgroups.cfg -> Block [Role_name] -> Key "PREFRANGE"
1.6.4.1.3. Display condition for parts selection - Colored catalog index - plinkgroups.cfg -> Block [Role_name] -> Key "CONDITIONTREE"
1.6.4.1.4. Viewing condition for table rows - plinkgroups.cfg -> Block [Role_name] -> Key "TABRESTRICTION"
1.6.4.1.5. Show table row but hide LinkDB content - plinkgroups.cfg -> [Role_name] -> Key "CONDITION"
1.6.4.1.6. Columns to be displayed - plinkgroups.cfg -> Block [Role_name] -> Key "VARSUSED / VARSHIDDEN"
1.6.4.1.7. Export condition - plinkgroups.cfg -> Block [Role_name] -> Key "EXPORTRESTRICTION"
1.6.4.1.8. Export information (tooltip) at status lights - plinkgroups.cfg -> Block [Role_name] -> Key "TOOLTIPTEXTEXPORTON" / "TOOLTIPTEXTEXPORTOFF"
1.6.4.1.9. Release certain directories for export - plinkgroups.cfg -> Block [Role_name] -> Key "EXPPRJTAB" / plinktemplates.cfg
1.6.4.1.10. Hide catalogs - plinkgroups.cfg -> Block [Role name] -> Key "HIDELIST"
1.6.4.2. Tabbed page "Menu"
1.6.4.3. Request ERP number per e-mail
1.6.4.4. Tabbed page "Translations"
1.6.5. User-Role assignment
1.6.5.1. User-Role assignment / plinkusers.cfg -> [<role name>] -> Key "GROUPS"
1.6.5.2. plinkcommon.cfg -> Block [Common] -> Key "CADENAS_PRESELECT_LINKDB_GROUP" - Role selection by environment variable
1.7. Database Administration
1.7.1. How do the datasets get into the LinkDB?
1.7.1.1. Data takeover from third party systems
1.7.1.2. Article assignment (initial filling of link database)
1.7.1.3. Background information
1.7.1.3.1. Link table and ERP table
1.7.1.3.2. Internal treatment of variants
1.7.2. Keep data up-to-date
1.7.3. Configure PARTsolutions
1.7.3.1. Add database columns
1.7.3.2. Configuration of the PARTdataManager view
1.7.3.3. Configuration of the entry dialog for the ERP number (erpcustom.cfg)
1.7.3.4. Naming rule for CAD file names
1.7.4. Ongoing data maintenance
1.7.4.1. Add new ERP numbers
1.7.4.1.1. Incorporate ERP number with PARTdataManager
1.7.4.1.1.1. Automatically generated timestamp number
1.7.4.1.1.2. Manual entry of ERP number
1.7.4.1.2. Enter ERP number with PARTlinkManager
1.7.4.2. Create variant in the PARTdataManager
1.7.4.3. Create variant in PARTlinkManager
1.7.4.4. Edit datasets in the PARTdataManager
1.7.4.5. Edit dataset in PARTlinkManager
1.7.4.5.1. Edit column
1.7.4.5.2. Edit row
1.7.4.6. Catalog update
2. PLDBDEMO - examples
2.1. User "ecat"
2.2. User "location"
2.3. User "mechanical"
2.4. User "product_automotive"
2.5. User "quality"
2.6. User "supplier"
2.7. User "release"
Index
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   Preface