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Manual

Manual

4.3. Update from V8.1 to V9 with ERP connection

This section outlines the PARTsolutions updates from V8.1 to V9 plus an update of the standard catalogs with an existing ERP connection. With an ERP connection, the LinkDB must be connected to the new V9 projects.

Starting basis:

The following figure shows the Part view in the PARTdataManager with linked ERP data.

PARTsolutions V8.1.09 with LinkDB data

PARTsolutions V8.1.09 with LinkDB data

In PARTsolutions V8.1 the standard catalogs were bundled in the DIN EN ISO catalog. With V9 the standard catalogs are made available in 3 individual catalogs: DIN, EN and ISO.

PARTsolutions V8.1.09 - Part selection with DIN EN ISO catalog

PARTsolutions V8.1.09 - Part selection with DIN EN ISO catalog

The project paths in the PARTlinkManager also refer to "/din_en_iso/".

PARTsolutions V8.1.09 with LinkDB data

PARTsolutions V8.1.09 with LinkDB data

Follow these steps during the update:

  1. Completely remove software V8.1

    When removing the software the catalogs in the DATA directory remain untouched.

    The MS-SQL server will also be removed. The PLINKDB data remain the same.[12]

    Remove

    Remove

  2. Install V9 without catalogs

    Now install PARTsolutions Version 9.02 (or higher).

    For the Standards selection click on Select none.

    Do not install standard catalogs at this point

    Do not install standard catalogs at this point

  3. Migration assistant

    The old DIN_EN_ISO catalogs are not displayed in the PARTdataManager directly after installation.

    PARTdataManager before carrying out the migration assistant

    PARTdataManager before carrying out the migration assistant

    Migrate the V8 catalogs to V9. Use the migration assistant under PARTadmin -> Category Catalog update -> Migration. See Section 1.1.3.3.4, “ Migration ” in PARTsolutions / PARTcommunity4Enterprise - Administration Manual.

    Click on Refresh list. Select all V8 catalogs. Click on Start migration.

    Start migration

    Start migration

    Migration completed successfully

    Migration completed successfully

    Now, the old DIN_EN_ISO catalog is displayed again in the PARTdataManager. However, still without the links to the ERP data.

    Catalog data still without ERP connections

    Catalog data still without ERP connections

  4. Update LinkDB

    With V9.02 (or higher) the database structure is automatically adjusted to the structure of V9.02 (or higher) for the MS-SQL server 2005 during the installation routine (from V81.06 to V9.01).[13] You can find the script on the installation DVD under ...\tools\databases\MSSQL\plinkdb_patch.sql.

    For other database systems, please adjust these scripts and carry out manually.

    In case you updated the MS-SQL server onto a higher version, you may make the basic settings for the database via ...\tools\databases\MSSQL\plinkdb_reuse.sql. Please adjust the scripts before carrying them out.

  5. In the PARTlinkManager in the "Catalogs" context menu, execute the Update structure table.

    Update structure table

    Update structure table

  6. Install DIN, EN, ISO catalogs

    Now install the current V9 catalogs DIN, EN and ISO.

    You can do this via PARTadmin and the online variant.

    Or via PARTadmin and the offline variant, by opening the cip files from the installation DVD under ...\catalogs\norm.

  7. Install DIN_EN_ISO link catalog

    When installing the DIN_EN_ISOlink catalog, the connections are set to the new catalog structure, so that the LinkDB data is displayed correctly again after installation.

    You can find the Link catalog on the installation DVD under ...\catalogs\additional\norm_din_en_iso.cip.

    [Note] Note

    Depending on the amount of lines to update in the LinkDB and the database type, the installation may take some time!

  8. Hide catalogs

    Either hide the DIN, EN, ISO catalogs, or the Link-DIN_EN_ISO catalog.

    PARTadmin -> Category Index administration -> Context menu "DIN EN ISO" Suppress appearance

    PARTadmin -> Category Index administration -> Context menu "DIN EN ISO" Suppress appearance

  9. Result

    The new V9 catalogs are linked to the old ERP data.

    The following image shows the Part view in the PARTdataManager.

    PARTsolutions V9.02 (or higher) with the original LinkDB data

    PARTsolutions V9.02 (or higher) with the original LinkDB data



[12] The described workflow assumes the use of the MS-SQL server. When using other databases, the workflow must be modified accordingly.

[13] If the LinkDB update was carried out automatically, this point is obsolete.