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Manual

Manual

Chapter 5. Strategic Parts Management

Table of Contents

5.1. Introduction
5.1.1. Integration
5.1.2. Target groups
5.1.3. Entire workflow
5.1.4. Integrating LinkDB
5.1.4.1. Linkage
5.1.4.2. Data transfer and data link
5.1.4.2.1. Cyclical Replication
5.1.4.2.2. Online Replication
5.1.4.2.3. Direct Online linkage of LinkDB to ERP-DB
5.1.4.2.4. New installation of parts using an ERP Interface
5.1.5. User-role concept
5.1.6. Support of company-internal workflows
5.1.7. Modules
5.1.7.1. ERPsolutions/db lite
5.1.7.2. ERPsolutions/db standard
5.1.7.3. ERPsolutions/db professional
5.1.7.4. ERPsolutions/gateway SAP MM
5.1.7.5. ERPsolutions/gateway JDBC
5.1.7.6. ERPsolutions/attribute enhancement
5.1.7.7. PDMsolutions (optional)
5.1.7.8. SAP DVS / CAD desktop PDM/EDM interface (optional)
5.1.7.9. PARTsolutions/ident customizer
5.1.7.10. eCATALOGsolutions/reduction
5.2. Installation Link database
5.2.1. Hardware requirements
5.2.2. Database installation per PARTsolutions Setup
5.2.3. Manual database installation
5.2.3.1. Installations script
5.2.3.2. Basic functionality
5.2.3.3. Additional functionalities
5.2.4. Database connection via file DSN
5.2.5. ODBC driver
5.2.5.1. ODBC for MSSQL, Oracle
5.2.5.2. ODBC automatically installed
5.2.5.3. Set up ODBC manually
5.2.6. JDBC driver
5.2.6.1. Installation
5.2.6.2. Configuration
5.2.6.3. Jar files for other databases
5.2.7. Link database troubleshooting
5.2.7.1. Disabling Journaling on DB2/400
5.2.7.2. Database login - Error message
5.3. Getting started - Demo database
5.3.1. Features
5.3.2. Subsequent installation of PLDBDEMO instance
5.3.3. Deactivate ERP
5.4. PARTdataManager – ERP/PDM extensions
5.4.1. ERP toolbar
5.4.2. Enhanced search possibilities with ERP integration
5.4.2.1. Full-text search: Geometry and ERP values mixed
5.4.2.2. Full-text search in combination with Variables search
5.4.2.3. Use preferred rows filter
5.4.3. Database login…
5.4.4. User and role display in status bar
5.4.5. Classify project
5.4.6. Columns with colored background for ERP and PDM data
5.4.7. Hiding columns
5.4.8. Status colors for catalog index
5.4.9. Status indicating bitmaps for table view (Status light)
5.4.10. Additional information in directory tree
5.4.11. Request ERP number per e-mail
5.4.12. Display filtered tree
5.4.13. Sorting of search results
5.4.14. Line sorting in PARTdataManager
5.4.15. "Assembly" Window - Bill of material Window
5.4.15.1. Display mode
5.4.15.2. Choice of geometrically identical versions
5.4.15.3. Loading the single parts
5.4.16. Show CAD documents (PDM-ID) in PARTdataManager
5.5. ERP Integration
5.5.1. Overview
5.5.2. Prerequisites: Adjusting columns in the LinkDB
5.5.2.1. Apply columns per SQL-Scripting
5.5.2.2. Apply columns via PARTlinkManager
5.5.3. Initial Filling / Article Number Assignment
5.5.3.1. Data export per CSV with an example from SAP
5.5.3.1.1. Manual export
5.5.3.1.2. Automated Export
5.5.3.2. Complexity assessment
5.5.4. Updating data
5.5.4.1. Online replication
5.5.4.2. Cyclic replication
5.5.4.3. Direct online linkage of the LinkDB to the ERP-DB
5.5.5. New application of parts with ERP Gateway
5.5.6. Distributed Locations
5.5.6.1. Replicating the LINKDB
5.6. User-Role concept
5.6.1. Concept
5.6.2. Apply database users
5.6.2.1. User creation via database internal administration
5.6.2.2. Apply user via PARTadmin
5.6.3. Apply users in PARTsolutions
5.6.4. User-Role assignment
5.6.5. Defining roles
5.6.5.1. "Roles" dialog - Buttons
5.6.5.2. "Roles" dialog - Tabbed pages
5.6.5.2.1. Tabbed page "General"
5.6.5.2.2. Tabbed page "General" - Examples
5.6.5.2.3. Tabbed page "PDM"
5.6.5.2.4. Tabbed page "Display"
5.6.5.2.4.1. Status colors for catalog index
5.6.5.2.4.2. Status indicating bitmaps for table view (Status light)
5.6.5.2.4.2.1. Syntax example of a complex condition
5.6.5.2.5. Tabbed page "Menu"
5.6.5.2.5.1. Classify project
5.6.5.2.6. Tabbed page "Mail"
5.6.5.2.6.1. General notes
5.6.5.2.6.2. e-mail notification using PARTadmin
5.6.5.2.6.3. e-mail notification using PARTlinkManager
5.6.5.2.6.4. e-mail notification using enhanced ERP-functionality
5.6.5.2.7. Tabbed page "Translations"
5.6.5.2.8. Tabbed pages "Standard name", "Standard name (short)" and "BOM name"
5.6.6. Licenses
5.7. Configure ERP environment
5.7.1. Save/restore database
5.7.2. Database login - Error message
5.7.3. Adding/removing database columns
5.7.3.1. Adding database column
5.7.3.2. Removing database column
5.7.4. Naming rules for CAD file names
5.7.4.1. Name creation - Standard
5.7.4.2. Examples
5.7.4.3. Change NB according to project
5.7.4.4. Change NB via vbs scripting
5.7.5. Change dialogs in windows
5.7.6. Sorting rows in the PARTdataManager
5.7.7. "Assembly" window with ERP functionality - Example
5.7.7.1. Preparations
5.7.7.2. Loading the assembly in the PARTdataManager
5.7.7.2.1. Assembly without ERP number
5.7.7.2.2. Assembly with ERP numbers
5.7.7.3. Scripting - further possibilities
5.8. Data administration
5.8.1. Launch PARTlinkManager using PARTdataManager
5.8.2. Display filtered datasets
5.8.3. Catalog update
5.8.4. Catalog update with ERP integration - Update manager
5.8.4.1. Catalog update - Example 1
5.8.4.1.1. Preparations
5.8.4.1.2. Catalog update - Download
5.8.4.1.3. Assignment / release – Overview on the best approaches
5.8.4.1.4. PARTadmin - Check | Compare | Install
5.8.4.1.5. PARTlinkManager - Important notes on procedure
5.8.4.1.6. Update manager - Project assignment to LinkDB datasets
5.8.4.1.6.1. Update manager - Assign projects after mapping automatically processed before
5.8.4.1.6.1.1. Assign project.prj (Standard name adjusted)
5.8.4.1.6.1.2. Assign project2.prj (Adjusted directory)
5.8.4.1.6.1.3. Assign project4.prj (directory relocated and Standard name adjusted)
5.8.4.1.6.2. Update manager - Assign projects without preceding mapping
5.8.4.1.6.2.1. Assign project3.prj (project and Standard number renamed)
5.8.4.1.6.2.2. Assign project5.prj (project and Standard number renamed and Standard name adjusted)
5.8.4.1.6.2.3. Assign project6.prj and project7.prj
5.8.4.1.6.3. Final check
5.8.4.2. Catalog update - Example 2
5.8.4.2.1. Preparation
5.8.4.2.2. Status after update installation to Bikecompany V2 and before editing with Update Manager
5.8.4.2.3. Editing in Update manager
5.8.4.3. Install update version
5.8.4.3.1. Update without connection to the LinkDB
5.8.4.3.2. Correct version numbers
5.8.4.3.3. Update structure table
5.8.4.4. User interface of Update Manager
5.8.4.4.1. Symbols in the Catalogs section
5.8.4.4.2. Symbols in the Line mapping section
5.8.4.5. Functions
5.8.4.5.1. Active State and Requested State
5.8.4.5.2. Changed standard name
5.8.4.5.3. Moved dataset
5.8.4.5.4. No correlation to the old dataset found
5.8.4.5.5. Conduct assignments across lines
5.8.4.6. Background information
5.8.5. PARTadmin - Index administration
5.8.6. PARTadmin - Catalog update
5.8.7. Creation of ERP numbers
5.8.7.1. Using PARTdataManager
5.8.7.1.1. Without direct linkage to the ERP system
5.8.7.1.1.1. Manually enter ERP number
5.8.7.1.1.2. Automatically generated timestamp number
5.8.7.1.1.3. ERP Number Generator
5.8.7.1.1.3.1. Prerequisites
5.8.7.1.1.3.1.1. SQL commands for applying the "Sequencer" table in the LinkDB
5.8.7.1.1.3.1.2. Activating ERP Number Generator
5.8.7.1.1.3.2. Incorporate ERP number into the PARTdataManager
5.8.7.1.1.3.3. Further number generations based on the example of the default setting
5.8.7.1.1.3.4. Adjust conditions for number generation
5.8.7.1.2. Applying ERP numbers with direct linkage to the SAP system
5.8.7.2. Using PARTlinkManager
5.8.7.2.1. Enter ERP number with PARTlinkManager
5.8.7.2.2. Import a project into LINKDB – Assign ERP number
5.8.7.3. PARTdataCenter
5.8.8. Edit variant / Create variant in PARTlinkManager
5.8.9. Create variants in PARTdataManager
5.8.10. Editing LinkDB in PARTlinkManager
5.8.10.1. Editing columns
5.8.10.2. Edit row
5.8.11. Delete datasets
5.8.12. Edit/delete dataset using PARTdataManager
5.8.13. Automated and cyclical update of data
5.9. Reference
5.9.1. PARTlinkManager reference
5.9.1.1. Launch
5.9.1.1.1. License selection dialog box at Floating licensing
5.9.1.2. Authorization rights
5.9.1.3. Menus
5.9.1.3.1. File
5.9.1.3.1.1. Connect
5.9.1.3.1.2. Connect as...
5.9.1.3.1.3. Switch role
5.9.1.3.1.4. Disconnect
5.9.1.3.1.5. Export as -> CSV table
5.9.1.3.1.6. Import
5.9.1.3.1.7. Execute Script
5.9.1.3.1.8. Exit
5.9.1.3.2. View
5.9.1.3.2.1. Show tree
5.9.1.3.2.2. Display filtered tree
5.9.1.3.2.3. Hide old versions of parts
5.9.1.3.3. Extras
5.9.1.3.3.1. Database
5.9.1.3.3.1.1. Adding/removing database columns
5.9.1.3.3.1.1.1. Adding database column
5.9.1.3.3.1.1.2. Removing database column
5.9.1.3.3.1.2. Show database columns
5.9.1.3.3.1.3. Save/restore database
5.9.1.3.3.1.4. Editing additional tables in the PARTlinkManager
5.9.1.3.3.2. Configure ERP environment
5.9.1.3.3.2.1. Register PARTlinkManager preferences
5.9.1.3.3.2.1.1. Set row color
5.9.1.3.3.2.1.2. Group definitions / Set column color
5.9.1.3.3.2.1.3. Adjust table values
5.9.1.3.3.2.1.4. Modify column display
5.9.1.3.3.2.1.5. Column position in PARTlinkManager
5.9.1.3.3.2.2. PARTdataManager preferences tabbed page
5.9.1.3.3.2.2.1. Login mode
5.9.1.3.3.2.2.2. e-mail notification
5.9.1.3.3.2.3. Database tab
5.9.1.3.3.2.4. Export tables tab
5.9.1.3.3.2.5. Translations tab
5.9.1.3.3.2.6. Standard name tab, Standard name (short) tab , BOM name tab
5.9.1.3.3.2.6.1. Naming rules for CAD file names
5.9.1.3.3.3. Preferences
5.9.1.3.3.3.1. PARTlinkManager - Search fields
5.9.1.3.3.3.2. Network
5.9.1.3.3.3.3. Logging settings
5.9.1.3.3.4. Catalog update - Update manager
5.9.1.3.3.5. PARTadmin
5.9.1.3.4. ? (Hilfe)
5.9.1.4. Menu buttons
5.9.1.5. Buttons
5.9.1.6. Context menu
5.9.1.6.1. Set fields
5.9.1.6.2. Duplicate
5.9.1.6.3. Edit variant
5.9.1.6.4. Create variant
5.9.1.6.5. Assign ERP numbers / delete
5.9.1.6.6. Import project into database
5.9.1.6.7. Edit project table
5.9.1.6.7.1. Change standard descriptions according to project
5.9.1.6.7.2. Line sorting in PARTdataManager up to V9.04
5.9.1.6.7.3. Line sorting in PARTdataManager as of V9.05
5.9.1.6.7.4. Column sorting of geometry columns in PARTdataManager
5.9.1.6.7.5. Update structure table
5.9.1.7. Filtering display
5.9.2. PARTadmin Reference
5.9.2.1. Menus
5.9.2.1.1. File
5.9.2.1.2. ? (Hilfe)
5.9.2.2. Icons
5.9.2.3. ERP environment settings
5.9.2.3.1. Idle time - Connect LinkDB
5.9.2.3.2. Try NT user authentication
5.9.2.3.3. Enable automatic login
5.9.2.3.4. Define Database interface
5.9.2.4. "Roles" dialog - Buttons
5.9.2.5. "Roles" dialog - Tabbed pages
5.9.2.5.1. Tabbed page "General"
5.9.2.5.2. Tabbed page "General" - Examples
5.9.2.5.3. Tabbed page "PDM"
5.9.2.5.4. Tabbed page "Display"
5.9.2.5.4.1. Status colors for catalog index
5.9.2.5.4.2. Status indicating bitmaps for table view (Status light)
5.9.2.5.4.2.1. Syntax example of a complex condition
5.9.2.5.5. Tabbed page "Menu"
5.9.2.5.5.1. Classify project
5.9.2.5.6. Tabbed page "Mail"
5.9.2.5.6.1. General notes
5.9.2.5.6.2. e-mail notification using PARTadmin
5.9.2.5.6.3. e-mail notification using PARTlinkManager
5.9.2.5.6.4. e-mail notification using enhanced ERP-functionality
5.9.2.5.7. Tabbed page "Translations"
5.9.2.5.8. Tabbed pages "Standard name", "Standard name (short)" and "BOM name"
5.9.2.6. Adding a key / expanding USERDIALOG - Example