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Chapter 3. PARTsolutions Modules
3.1.  PARTdataManager
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3.1.  PARTdataManager

3.1.1. Basic functions
3.1.1.1. Functional range
3.1.1.2. Open PARTdataManager
3.1.1.3. License selection dialog box at Floating licensing
3.1.1.4. Part selection until export with the help of two small examples
3.1.1.5. User interface
3.1.1.6. Search and Part Selection
3.1.1.6.1. Search and Part Selection at a glance
3.1.1.6.2. Determine catalog/classification/directory to be searched
3.1.1.6.2.1. Custom selection...
3.1.1.6.3. Search for Parts | Part families and Parts
3.1.1.6.4. Search methods
3.1.1.6.4.1. Select / combine search methods
3.1.1.6.4.2. Full-text search
3.1.1.6.4.2.1. Full-text search options - Syntax
3.1.1.6.4.2.1.1. Wildcard query for a whole directory
3.1.1.6.4.2.2. What is searched?
3.1.1.6.4.2.3. Automatic phrase completions
3.1.1.6.4.2.4. Full-text search supplemented with synonyms
3.1.1.6.4.2.5. Full-text search in link database using ERP integration
3.1.1.6.4.2.6. Full-text search example
3.1.1.6.4.3. Variables search
3.1.1.6.4.3.1. Variables search Example 1: Call up from the "Common variables" section
3.1.1.6.4.3.2. Variables search Example 2: Call up directly from variable value of a search result
3.1.1.6.4.3.3. Variables search setting options and functions
3.1.1.6.4.4. Geometric search (3D)
3.1.1.6.4.4.1. Example
3.1.1.6.4.4.2. Define search part / Settings
3.1.1.6.4.4.2.1. Define search part
3.1.1.6.4.4.2.2. Settings
3.1.1.6.4.4.3. Search results
3.1.1.6.4.5. Sketch search (2D)
3.1.1.6.4.5.1. Example
3.1.1.6.4.5.2. Different operation methods of sketch search
3.1.1.6.4.5.2.1. Create sketch from file import and modify optionally
3.1.1.6.4.5.2.2. Create sketches automatically from 3D and modify
3.1.1.6.4.5.2.3. Create sketches manually
3.1.1.6.4.5.3. Settings / Actions
3.1.1.6.4.5.4. Drawing Tools
3.1.1.6.4.6. Color search
3.1.1.6.4.7. Topology search
3.1.1.6.4.8. Part selection via index tree
3.1.1.6.4.8.1. Symbols mode
3.1.1.6.4.8.2. Details mode
3.1.1.6.4.8.3. Catalogs tabbed page
3.1.1.6.4.8.4. Classes tabbed page
3.1.1.6.4.8.5. Favorites tabbed page
3.1.1.6.4.8.6. History tabbed page
3.1.1.6.4.8.6.1. "Installed catalogs" rubric
3.1.1.6.4.8.7. Navigation via navigation path (breadcrumbs)
3.1.1.6.4.9. Part selection per Assistant
3.1.1.6.5. Search settings: Save as template / load
3.1.1.6.6. Start search / Start Cloud Navigator / Start Cloud Map
3.1.1.6.7. Search results
3.1.1.6.7.1. Save search results: in favorites / in file
3.1.1.6.7.2. Actions (context menu commands / buttons)
3.1.1.6.7.3. Suggested corrections for typing errors e.g. - Did you mean
3.1.1.6.7.4. "Related results" - Specify / broaden search
3.1.1.6.7.5. Catalog filter
3.1.1.6.7.6. Columns show/hide
3.1.1.6.7.7. Sort table lines
3.1.1.6.8. Catalog and project information
3.1.1.6.8.1. Part information
3.1.1.6.8.2. Catalog and project data
3.1.1.6.8.3. Use Cases (Online)
3.1.1.6.8.4. Status bar
3.1.1.6.9. Part selection with ERP integration
3.1.1.6.10. Part comparison
3.1.1.6.10.1. Start
3.1.1.6.10.2. Tabular Compare
3.1.1.6.10.3. Select project line
3.1.1.6.10.4. 3D comparison
3.1.1.6.10.4.1. Standard functions
3.1.1.6.10.4.1.1. Part comparison in sectional plane
3.1.1.6.10.4.2. Expert mode
3.1.1.6.10.4.3. Movement and orientation
3.1.1.6.10.4.4. Comparison operations
3.1.1.6.10.4.5. Colors/Transparency tabbed page
3.1.1.6.10.5. 2D comparison
3.1.1.6.10.5.1. 3D & 2D synchronization
3.1.1.6.10.5.2. Context menu
3.1.1.6.11. Cloud Navigator
3.1.1.6.11.1. Cloud Navigation Search - Examples
3.1.1.6.11.1.1. CloudNavigator Example - Textual search and GeoSearch with part comparison
3.1.1.6.11.1.2. CloudNavigator example - Variable search and modification side by side
3.1.1.6.11.1.3. CloudNavigator example - Topology search: Directly compare similar search runs
3.1.1.6.11.2. Start
3.1.1.6.11.3. Search methods / Context menu commands
3.1.1.6.11.4. Export to CAD
3.1.1.6.11.5. Buttons
3.1.1.6.11.6. Settings
3.1.1.6.12. Context menu commands
3.1.1.7. Part view
3.1.1.7.1. Part naming
3.1.1.7.2. Determine display mode
3.1.1.7.3. "Table" / "List" window
3.1.1.7.3.1. Determine characteristic in table view
3.1.1.7.3.2. Determine characteristic in list view
3.1.1.7.4. "Assembly" window
3.1.1.7.5. "3D preview" window
3.1.1.7.5.1. 3D window toolbar
3.1.1.7.5.2. Select Level of Detail of part
3.1.1.7.5.3. Measurement of 3D parts
3.1.1.7.5.4. Measuring grid
3.1.1.7.5.5. Define section cut...
3.1.1.7.6. "Settings" window
3.1.1.7.7. "Technical details" window
3.1.1.7.8. "Links" window
3.1.1.7.8.1. Geometric search in the background
3.1.1.7.9. "Use Cases (Online)" window
3.1.1.8. Search filter assistant
3.1.1.9. Calculation-Assistant
3.1.1.10. Connections
3.1.1.10.1. Precondition
3.1.1.10.2. Functions
3.1.1.10.3. Small example from A to Z
3.1.1.10.4. User interface in detail
3.1.1.10.4.1. "Connection" section
3.1.1.10.4.1.1. Buttons
3.1.1.10.4.1.2. Material information from CAD
3.1.1.10.4.1.3. Catalog selection
3.1.1.10.4.1.4. Selection of connection type
3.1.1.10.4.1.5. Connection components / Select value
3.1.1.10.4.1.6. Selection of bolt and nut side
3.1.1.10.4.2. 3D view
3.1.1.10.4.3. Table
3.1.1.10.5. Connections with ERP linking
3.1.1.10.5.1. Create and edit ERP connections
3.1.1.10.5.1.1. Save single part
3.1.1.10.5.2. Modes for display of status colors
3.1.1.10.5.3. Meaning of status colors
3.1.1.10.5.4. Examples
3.1.1.10.5.4.1. Example 1 - No filter set
3.1.1.10.5.4.2. Example 2 - Bolt selected
3.1.1.10.5.4.3. Example 3 - Value selection through further components
3.1.1.10.5.4.4. Example 4 - "green path / orange path"
3.1.1.10.5.4.5. Example 5 - Primary meaning of the Bolt before other components
3.1.1.10.5.4.6. Example 6 - orange directories
3.1.1.10.6. Administration
3.1.1.11. Export to CAD
3.1.1.11.1. Export to CAD systems with PARTsolutions interface
3.1.1.11.1.1. Export of 3D parts to 3D CAD systems
3.1.1.11.1.2. Export of 3D parts to 2D CAD systems
3.1.1.11.1.3. Export of 2D parts to 2D and/or 3D CAD systems
3.1.1.11.2. Export to CAD systems without PARTsolutions interface
3.1.1.11.3. Create 2D derivation
3.1.1.11.3.1. "2D view" dialog box
3.1.1.11.3.1.1. Standard views
3.1.1.11.3.1.1.1. Current view
3.1.1.11.3.1.2. Combination views
3.1.1.11.3.1.2.1. Render mode
3.1.1.11.3.1.2.2. Scale and Paper formats
3.1.1.11.3.1.3. Settings / visibility
3.1.1.11.3.1.4. Alternative 2D size Optimize drawing view on paper size /
3.1.1.11.3.1.5. Add dimensioning in PARTdataManager before the export
3.1.1.11.3.1.6. Transfer special derivations or technical views to CAD system
3.1.1.11.3.2. "Choose view to pass..." dialog box
3.1.1.11.3.3. Exporting the 2D drafting
3.1.1.11.3.4. Context menu and buttons "2D view" window
3.1.1.11.4. Export setting options
3.1.1.12. Legend: Used icons on catalog, directory, project level and part view
3.1.1.12.1. Icons on catalog level
3.1.1.12.1.1. Catalog Quality Seal
3.1.1.12.2. Directory level
3.1.1.12.3. Icons on project level
3.1.1.12.3.1. Icon - Standards Classification
3.1.1.12.3.2. Available analyses
3.1.1.12.3.3. Obsolete standard part/manufacturer part
3.1.1.12.4. Part view
3.1.1.12.4.1. Parts to be avoided
3.1.2. More functions
3.1.2.1. Export to CAD system
3.1.2.1.1. Transfer to CAD systems with PARTsolutions interface
3.1.2.1.2. Export to CAD systems without PARTsolutions interface - Export in file
3.1.2.1.2.1. Export in file - General
3.1.2.1.2.2. Export 3D formats
3.1.2.1.2.2.1. "Views" tabbed page
3.1.2.1.2.2.2. "Filter" -> Geometry tabbed page
3.1.2.1.2.2.3. "Export options" tabbed page -> Insertion position, Options
3.1.2.1.2.2.4. "Export options" tabbed page - VDI3805 PARAM 3D
3.1.2.1.2.2.5. "Export options" tabbed page -> Export accuracy
3.1.2.1.2.2.6. "Export options" tabbed page -> Insert in CAD automatically
3.1.2.1.2.2.7. "Cross-section" tabbed page
3.1.2.1.2.2.8. "NX" tabbed page
3.1.2.1.2.2.9. Import via Macro
3.1.2.1.2.2.9.1. CATIA Macro
3.1.2.1.2.2.9.2. SolidDesigner/OneSpace Modeling Macro
3.1.2.1.2.2.9.3. SolidWorks Macro
3.1.2.1.2.3. Export 2D formats
3.1.2.1.2.3.1. "Views" tabbed page
3.1.2.1.2.3.2. Tabbed page "Filter" - Unit conversion
3.1.2.1.2.3.3. "Layers" and "Export options" tabbed page - AutoCAD DWG 2D
3.1.2.1.2.3.4. "Export options" tabbed page - DWF 2D
3.1.2.1.2.3.5. "EPS Drawing Options" tabbed page
3.1.2.1.2.3.6. "Export options" tabbed page - ME10 MI 2D
3.1.2.1.2.3.7. "Export options" tabbed page - Microstation DGN 2D
3.1.2.1.2.3.8. "Export options" tabbed page - SVG 2D
3.1.2.1.2.3.9. "Export options" tabbed page - DXF 2D (binary)
3.1.2.1.2.4. Export Image formats
3.1.2.1.2.4.1. BMP GIF JPEG PNG TIFF
3.1.2.1.2.4.2. Animated GIF
3.1.2.1.2.4.3. Maxwell Render 3D
3.1.2.1.2.4.3.1. "Attributes" tabbed page
3.1.2.1.2.4.3.2. "Maxwell" tabbed page
3.1.2.1.2.4.3.3. "Material" index page
3.1.2.1.2.4.3.4. "Stage" tabbed page
3.1.2.1.2.4.3.5. "Cross-section" tabbed page
3.1.2.1.2.4.3.6. PARTrenderManager with Maxwell Renderer
3.1.2.1.2.4.4. POV-Ray 3D
3.1.2.1.2.4.4.1. "Attributes" tabbed page
3.1.2.1.2.4.4.2. "POV-Ray" tabbed page
3.1.2.1.2.4.4.3. "Cross-section" index page
3.1.2.1.2.4.4.4. Create previews for PARTdataManager
3.1.2.1.2.5. Export "Others" formats
3.1.2.1.2.5.1. Export in AVI format
3.1.2.1.2.5.2. Export PDF (U3D) format
3.1.2.1.2.5.3. Export PDF datasheet
3.1.2.1.2.5.3.1. Application
3.1.2.1.2.5.3.2. Settings
3.1.2.1.2.5.4. Export QR code
3.1.2.1.2.5.5. Export further "Others" formats
3.1.2.1.2.5.5.1. "Export options" tabbed page -> Export accuracy
3.1.2.1.2.5.5.2. "Cross-section" tabbed page
3.1.2.1.2.5.5.3. "Filter" -> Geometry tabbed page
3.1.2.1.2.5.5.4. "Collada options" tabbed page
3.1.2.1.2.6. Export in transfer formats
3.1.2.1.2.6.1. 3D transfer formats
3.1.2.1.2.6.2. 2D transfer formats
3.1.2.1.2.7. Export in native format
3.1.2.2. Document scan / Analyses
3.1.2.3. Purchineering / Duplicates Report / Search for unmachined parts
3.1.2.3.1. Purchineering
3.1.2.3.1.1. License
3.1.2.3.1.2. Call up
3.1.2.3.1.3. Labeling
3.1.2.3.1.4. Make or Buy report
3.1.2.3.1.5. "Find suppliers" report
3.1.2.3.1.6. "Cost mockup" report
3.1.2.3.1.6.1. Price request
3.1.2.3.1.7. Find Supplier branches
3.1.2.3.1.8. Kanban Report
3.1.2.3.1.9. Setting options for "Make or Buy", "Find suppliers", "Cost mockup"
3.1.2.3.1.10. Icons in "Make or Buy", "Find suppliers", "Cost mockup"
3.1.2.3.1.10.1. Part comparison
3.1.2.3.1.11. Buttons
3.1.2.3.2. Duplicates Report
3.1.2.3.2.1. Settings
3.1.2.3.2.2. Overview
3.1.2.3.2.3. Results
3.1.2.3.3. Search for unmachined parts
3.1.2.3.3.1. Settings
3.1.2.3.3.1.1. Custom variables
3.1.2.3.3.1.2. Filter for results:
3.1.2.3.3.1.2.1. Example - Search for unmachined parts combined with Variables search
3.1.2.3.3.2. Result list
3.1.2.3.3.3. 3D view
3.1.2.3.4. General on all kinds of reports
3.1.2.3.4.1. Precondition
3.1.2.3.4.2. PARTdataManager: Running report generations on server
3.1.2.3.4.3. Report management... - Call up created reports later
3.1.2.4. Configurations and templates
3.1.2.4.1. General information regarding assemblies
3.1.2.4.2. Configuration
3.1.2.4.3. Template
3.1.2.4.4. Assembly Table Project
3.1.2.4.5. Configuration mode
3.1.2.4.6. Context menus in the "Assembly" dialog area
3.1.2.4.6.1. Context menu of an assembly
3.1.2.4.6.1.1. Search...
3.1.2.4.6.1.2. Transparency
3.1.2.4.6.1.3. Insert part
3.1.2.4.6.2. Context menu of an assembly element
3.1.2.4.6.3. What does it mean if...
3.1.2.4.7. Saving templates
3.1.2.5. Catalog Feedback
3.1.2.5.1. Report model problem - Show status of reported model problems
3.1.2.5.2. Workflow
3.1.2.6. Local Settings - Examples
3.1.2.7. PARTdataManager – ERP/PDM extensions
3.1.2.7.1. ERP toolbar
3.1.2.7.2. Enhanced search possibilities with ERP integration
3.1.2.7.2.1. Full-text search: Geometry and ERP values mixed
3.1.2.7.2.2. Full-text search in combination with Variables search
3.1.2.7.2.3. Use preferred rows filter
3.1.2.7.3. Database login…
3.1.2.7.4. User and role display in status bar
3.1.2.7.5. Classify project
3.1.2.7.6. Columns with colored background for ERP and PDM data
3.1.2.7.7. Hiding columns
3.1.2.7.8. Status colors for catalog index
3.1.2.7.9. Status indicating bitmaps for table view (Status light)
3.1.2.7.10. Additional information in directory tree
3.1.2.7.11. Request ERP number per e-mail
3.1.2.7.12. Display filtered tree
3.1.2.7.13. Sorting of search results
3.1.2.7.14. Line sorting in PARTdataManager
3.1.2.7.15. "Assembly" Window - Bill of material Window
3.1.2.7.15.1. Display mode
3.1.2.7.15.2. Choice of geometrically identical versions
3.1.2.7.15.3. Loading the single parts
3.1.2.7.16. Show CAD documents (PDM-ID) in PARTdataManager
3.1.3. Reference part
3.1.3.1. Toolbars with icons
3.1.3.1.1. Overview
3.1.3.1.1.1. Standard toolbars
3.1.3.1.1.2. Optional toolbars
3.1.3.1.1.3. Optional windows
3.1.3.1.2. Export
3.1.3.1.3. Catalog help
3.1.3.1.4. Views
3.1.3.1.5. Assembly
3.1.3.1.5.1. Configurator mode
3.1.3.1.5.2. Exploded view
3.1.3.1.5.3. Assembly structure
3.1.3.1.5.4. Connect assemblies automatically
3.1.3.1.6. View modes
3.1.3.1.6.1. 3D window toolbar
3.1.3.1.6.2. Extended 3D toolbar
3.1.3.1.7. Details
3.1.3.1.7.1. Select Level of Detail of part
3.1.3.1.8. Default
3.1.3.1.8.1. Preferred rows on/off
3.1.3.1.8.2. Show graphics in table
3.1.3.1.8.3. Automatic recalc on/off
3.1.3.1.9. Link database
3.1.3.1.10. Online search
3.1.3.1.11. Mini viewer
3.1.3.2. Menus
3.1.3.2.1. File
3.1.3.2.2. Export
3.1.3.2.2.1. Transfer to CAD
3.1.3.2.2.2. Export in file
3.1.3.2.2.3. Meta file batch
3.1.3.2.3. View
3.1.3.2.3.1. Part selection
3.1.3.2.3.2. Part view
3.1.3.2.3.3. 2D view
3.1.3.2.3.4. Assistant
3.1.3.2.3.5. Thread on/off
3.1.3.2.3.6. Configurator mode
3.1.3.2.3.7. Exploded view
3.1.3.2.3.8. Assembly structure
3.1.3.2.4. Table
3.1.3.2.4.1. Restrict / Cancel limit
3.1.3.2.4.2. Edit table
3.1.3.2.4.2.1. Tabbed page Documents
3.1.3.2.4.2.2. Tabbed page Variables
3.1.3.2.4.2.3. Tabbed page Table
3.1.3.2.5. Configurator
3.1.3.2.6. Extras
3.1.3.2.6.1. PARTupdate
3.1.3.2.6.2. PARTadmin
3.1.3.2.6.3. PARTbom
3.1.3.2.6.4. Bill of material
3.1.3.2.6.5. Physical properties of the part (9.03 SP1)
3.1.3.2.6.6. Purchineering
3.1.3.2.6.7. Duplicates Report
3.1.3.2.6.8. Search for unmachined parts
3.1.3.2.6.9. Send to Sunglass server
3.1.3.2.6.10. Preferred rows on/off
3.1.3.2.6.11. Connect assemblies automatically
3.1.3.2.6.12. Start VBS/VBB script...
3.1.3.2.6.13. Open part by MIDENT
3.1.3.2.6.14. Settings...
3.1.3.2.7. Window
3.1.3.2.8. ? (Help)
3.1.3.3. Context menus
3.1.3.3.1. Part selection
3.1.3.3.1.1. Context menu commands - Examples
3.1.3.3.1.2. Context menu commands in detail
3.1.3.3.1.2.1. Open
3.1.3.3.1.2.2. Versions
3.1.3.3.1.2.3. Go to class
3.1.3.3.1.2.4. Part information
3.1.3.3.1.2.5. Release Notes
3.1.3.3.1.2.6. Search in the catalog / Search in directory
3.1.3.3.1.2.7. Part comparison
3.1.3.3.1.2.8. Geometrical search for this part
3.1.3.3.1.2.9. Sort by geometric similarity
3.1.3.3.1.2.10. Sketch search for this part
3.1.3.3.1.2.11. Cloud Navigation Search
3.1.3.3.1.2.12. Purchineering
3.1.3.3.1.2.13. Duplicates Report
3.1.3.3.1.2.14. Search for unmachined parts
3.1.3.3.1.2.15. Price search...
3.1.3.3.1.2.16. Add to favorites
3.1.3.3.1.2.17. Add to analysis...
3.1.3.3.1.2.18. Copy
3.1.3.3.1.2.19. Hide project / Hide directory
3.1.3.3.1.2.20. Rename folder
3.1.3.3.1.2.21. Create new directory
3.1.3.3.1.2.22. Create document project
3.1.3.3.1.3. Generate image data/preview images
3.1.3.3.1.3.1. Generate previews
3.1.3.3.1.3.1.1. Launch
3.1.3.3.1.3.1.2. Preferences
3.1.3.3.1.3.1.3. Alternative: Create preview images externally and then import
3.1.3.3.1.3.2. Export files
3.1.3.3.1.3.2.1. Tabbed page "Default options"
3.1.3.3.1.3.2.2. Tabbed page "View / Export"
3.1.3.3.1.3.2.3. Tabbed page "Extended"
3.1.3.3.1.4. Edit with PARTproject
3.1.3.3.1.5. Catalog Feedback
3.1.3.3.2. Part view
3.1.3.3.2.1. Context menu - "Links" dialog box
3.1.3.3.2.2. Context menu - "Table" tabbed page
3.1.3.3.2.2.1. Sort by geometric similarity
3.1.3.3.2.3. Context menus: 3D / 2D / Technical specifications
3.1.3.3.2.3.1. Overview
3.1.3.3.2.3.2. Zoom / Move
3.1.3.3.2.3.3. Views
3.1.3.3.2.3.3.1. Normal to face
3.1.3.3.2.3.3.2. Enter rotation angle
3.1.3.3.2.3.4. Transparency
3.1.3.3.2.3.5. Animation / Set rotation center
3.1.3.3.2.3.6. Define section cut...
3.1.3.3.2.3.7. Measurement of 3D parts
3.1.3.3.2.3.8. Measuring grid
3.1.3.3.2.3.9. Print
3.1.3.3.2.3.10. 2D specific commands
3.1.3.3.2.3.10.1. Dimensioning mode
3.1.3.3.2.3.10.2. Choose insertion point
3.1.3.3.2.3.10.3. Show coordinate system
3.1.3.3.2.3.11. Assembly-specific commands
3.1.3.3.2.3.12. More context menus
3.1.3.3.2.4. Table
3.1.3.3.2.4.1. Table areas - Functions - Overview
3.1.3.3.2.4.2. Choose display range
3.1.3.3.2.4.3. 3D preview
3.1.3.3.2.4.4. Restrict table
3.1.3.4. Background information
3.1.3.4.1. Level of Detail background information
3.1.3.4.1.1. Administrative presettings
3.1.3.4.1.2. Determine the displayed features at each Level of Detail
3.1.3.4.1.3. Individual setting of LOD (Level of Detail) in PARTsolutions
3.1.3.4.1.4. Level of Detail in the CAD
3.1.3.4.1.5. Additional 2D sectional views within CAD

[Note] Note

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Chapter 3. PARTsolutions Modules   Home  3.1.1. Basic functions