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Manual

Manual

6.10.1.2. Installation of catalog update (at the customer)

[Tip] Tip

Under Catalog update -> Online, in a first step only download the CIP file.

Therefore uncheck Install after download.

Then switch to the variant Catalog update -> Offline. When using the offline variant you can check the ERP status (possibly PLM status in addition) of datasets BEFORE the installation. Furthermore the functions Check and Compare are available.

In the following the procedure of an offline catalog update is explained.

  1. If under Catalog update -> Online, you deactivated the option Install after download, then the downloaded catalog cip files can now be found in the temporary Download directory, which you determined in the settings dialog.

    Open the CIP file by clicking on Open (selection in an Explorer window).

  2. Click Install.

    -> The dialog box CIP Installation with the options Yes - Check Catalog and No - Install now opens:

    • Yes - Check Catalog

      It is checked whether there are datasets with status to check and/or not mapped.

      [Note] Note

      This case can only occur, if there isn't an ERP mapping available yet.

      • If datasets with status to check or not mapped are found during a test run, in the dialog box CIP Installation the tabs Protocol, ERP Status and PLM Status are displayed, otherwise the installation is immediately performed.

        • Protocol tab

          On the tabbed page Protocol the number of datasets per Status is listed.

          • successful

          • expired

          • to check

          • not mapped

          Dialog box "CIP Installation" -> tabbed page "Protocol"

          Dialog box "CIP Installation" -> tabbed page "Protocol"

        • ERP Status tab

          For all affected ERP numbers the status (successful, expired, to check and not mapped) is displayed, furthermore old path, new path, old NB and new NB.

          Dialog box "CIP Installation" -> tabbed page "ERP Status" / Example with status"to check", "successful" and "not mapped"

          Dialog box "CIP Installation" -> tabbed page "ERP Status" / Example with status"to check", "successful" and "not mapped"

          If, in the dialog box CIP Installation the tabs Protocol, ERP Status and PLM Status are displayed, then there are datasets with status to check and/or not mapped.

          That means editing with the help of Update manager [54] is necessary. This status can only occur if no ERP-Mapping on the side of catalog modeling had happened.

          If the installation shall be performed now after the test run, check the desired catalogs and click on Install selected catalogs, otherwise on Cancel.

          [Note] Note

          At the end of the installation the following note is displayed:

          There were mapping problems in the LinkDB. Please correct these in the UpdateManager.

          When clicking on the link you are redirected to the Update manager.

        • PLM Status tab

      • If there are no datasets with the note to check or not mapped the installations runs through without further note. Then, at the end of installation the tabs Protocol, Status and ERP Status are displayed again - this time in the standard dialog area under Catalog update -> Offline.

    • No - Install now

      The installation is immediately started. At the end of the installation the tabs Protocol, Status and ERP Status are displayed - this time in the standard dialog area under Catalog update -> Offline.

Result after processed installation:

At the end of the installation the tabs Protocol, Status and ERP Status are displayed - this time in the standard dialog area under Catalog update -> Offline.

  • Protocol

    The tabbed page Protocol is opened by default.

    By default, on the tabbed page Protocol, the note There were mapping problems in the LinkDB. Please correct these in the UpdateManager. is displayed. At the first catalog update with V10 or V11 the mappings still have to be manually created for a last time (with the Update manager), but after this the new method is effective and manual editing is only needed in seldom exceptional cases if an automatic update is not possible.

  • Status

    On the tabbed page Status, you can find a detailed listing of the individual projects.

    The following table shows the meaning of symbols (icons)

    Field/Column

    Meaning

    P

    ...stands for project

    T

    ...stands for table

    3

    ...stands for 3D view

    !

    First publishing

    >

    New version

    =

    Same version

  • ERP Status

    On the tabbed page ERP Status you can find a listing of all ERP numbers with its update status (successful, expired, to check and not mapped), furthermore old path, new path, old NB and new NB.

Update manager

By default, on the tabbed page Protocol, the note There were mapping problems in the LinkDB. Please correct these in the UpdateManager. is displayed. When clicking on the link "Update manager" it is opened.

You can simply check whether there is something to edit: In the Update manager deactivate the button Show mapped lines.

If everything could automatically be assigned, then nothing is selectable anymore. Otherwise perform the mappings with the help of the Update manager.

Button "Show mapped lines" is activated.

Button "Show mapped lines" is activated.

Button "Show mapped lines" deactivated: Nothing selectable.

Button "Show mapped lines" deactivated: Nothing selectable.

PARTlinkManager

REQUESTED_STATE is set on Expired at the old version and on Updated at the new version.

ACTIVE_STATE is on Locked after the update both at the old version and at the new version.

If in the ERP set of rules the variable ACTIVE_STATE is used, then administratively set the new version's status on Released.

Simulate ERP update

Further you have the possibility to fetch information on changes before the catalog update (even if only the status successful and/or expired occurred, meaning no editing in the Update manager is necessary.

  1. Click on Check.

    -> The dialog box Check opens.

  2. Click on Simulate ERP update.

    -> A test run is processed.

  3. Again, in the dialog box the tabs Protocol, Status and ERP Status are displayed.

    • Protocol

      On the tabbed page Protocol an overview is shown, subdivided by the following categories:

      • Records successful

      • Records expired

      • Records to check

      • Records not mapped

      Tabbed page Protocol

      Tabbed page Protocol

    • Status

      On the tabbed page Status you can find a detailed listing of the individual project's status.

      The following table shows the meaning of the symbols.

      Feld/Spalte

      Meaning

      P

      ...stands for project

      T

      ...stands for table

      3

      ...stands for 3D view

      !

      First publishing

      >

      New version

      =

      Same version

    • ERP Status

      On the tabbed page ERP Status you can find a listing of all ERP numbers with its update status (successful, expired, to check and not mapped), furthermore old path, new path, old NB and new NB.



[54] Detailed information on Update manager can be found under Section 4.16.3, “ Catalog update with ERP integration - Fix mapping problems with the Update manager ” in PARTsolutions / PARTcommunity4Enterprise - Administration Manual.