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Manual

Manual

6.13.  Add ERP-Mapping... / Edit ERP-Mapping...

Up to now a customer administrator had to perform a mapping for LinkDB datasets at each catalog update, if projects or variables had been changed, which led to lots of effort on the customer side and less upgrades to latest catalogs.[30]

In order to relieve the customer side, as of V10, mapping information is integrated directly into the catalog. That means these tasks are now done by the modeller of the catalog before it is published.

[Note] Note

For each new catalog release ERP mappings have to be created by the modeling in PARTproject.

Publishing without these mapping information is not possible.

First catalog update with V10

At the first catalog update with V10 the updates still have to be manually performed (with the Update Manager), but from then on this will only be necessary in exceptional cases where an automatic assignment is not possible.

Example:

At catalog xy the latest status is from 01/01/2015 and still without mappings. A customer with V10 has exactly this catalog status.

Now a new version is released on 06/01/2015. In this, the modeling has already added the mapping information, namely at the last released status from 01/01/2015.

When the customer installs the latest status now, these mappings are automatically processed.

However, if the customer has an installed status from 10/01/2014 then therefor no mappings exist and if he installs the status from 06/01/2015 then he has to do the mapping himself (for this last time). However, parts which have not been changed between 10/01/2014 and 01/01/2015 can automatically be mapped.

Add ERP-Mapping... and Edit ERP-Mapping...

  1. Initial situation: Finished SVN status (ready for publishing, everything checked in) or a CIP file based on this status

    Finished SVN status

    Finished SVN status

  2. On the catalog root directory, call up the context menu in PARTproject. Under Publication, click on the command Add ERP-Mapping....

    -> The dialog box Add release mapping opens.

  3. Either select the option Search for a published catalog version or the option Load CIP file.

    Optionally you can select the option Use order numbers to create mappings in addition. Advantage: With an unique ID the mapping should be created completely automatically.

    Finally click on OK.

    -> The mapping is created and displayed as log.

    [Note] Note

    At larger catalogs or bad network connectivity the mapping may last a little bit longer (about 1-2 hours).

  4. In PARTproject, on the catalog root directory, call up the context menu. Under Publication, click on the command Edit ERP-Mapping....

    -> If several mappings had been created the dialog box Select source version opens. Here, select which mapping you want to edit.

    Confirm with OK.

    -> The dialog box Edit release mapping opens.

UI of the dialog box Edit release mapping

Edit release mapping

Edit release mapping

The UI is subdivided in index tree on the left side and table with functions on the right side.

Icons in index tree

In the index tree you can see at a glance which projects have automatically been mapped (these do not show icons) and which projects have to be edited manually.

Bitmap

Meaning

Changes existing

These have to be edited and confirmed manually.

Project deleted, but still not confirmed

Confirmed (regardless of whether assigned or removed)

Icons in the table

Bitmap

Meaning

Changes exist

These have to be edited and confirmed manually.

Line removed. The change has to be confirmed.

This assignment has been confirmed by the modeler
This line is expired. This was confirmed by the editor

Tooltips in the table

When moving the mouse over the icons tooltips are displayed.

Tooltip

Tooltip

Functions

Bitmap

Meaning

Add target project

or

Add condition

On this see ???.

Generate algorithm matching the selected line and copy it to clipboard
  • Under : Remove target project

  • Under Table: Revoke the mapping to this project

  • Function: Map this project to the currently selected line

    This function is only active if the assignment has been removed in the table via .

  • Table: Currently mapped line

Open project: When clicking on the icon the respective project is selected in PARTproject.

Verify all mappings

or

Approve assignment

[Note] Note

Furthermore, in the index tree, you can find the context menu command Verify all mappings.

For complex mappings such as resolving value range variables (yellow fields) into fixed variables you can use algorithms based on Fortran code. On this see splitinto2.prj.

Examples

[Note] Note

The examples can be found in the SVN, in the catalog "training -> catalog_update_erp_mapping" or in your PARTsolutions installation under $CADENAS/training/catalog_update_erp_mapping.

Locally install version2.cip and copy the root directory in a "test" SVN environment. Then under Publication -> Add ERP-Mapping... -> Load CIP file select version1.cip.

folder1 -> addremovewb Remove value range variables and add new ones
folder1 -> datowb

Combine lines with the help of value range variables

folder1 -> davarrenamed Rename fixed variables
older1 -> lineswap Line swap (Line ID)
folder1 -> precchanged Change precision of variables
folder1 -> wbvarrenamed Rename value range variables
folder2 -> torename/toremove Rename project
folder3 -> splitinto2 Resolve value range variable into 2 projects with fixed variable.

folder4 -> merge_a

folder4 -> merge_b

Combine 2 projects (tables) in one

Examples with manual assignment

[Note] Note

Projects to be edited are displayed in the index tree with meaningful icons.

  • Here, the precision of numerical values (decimal places) has been changed.

    precchanged.prj

    precchanged.prj

  • Here, the variables WB1 and WB2 have been removed and the variables WB3 and WB4 have been added. Confirm the assignments by clicking on the green checkmark (either single or all at once).

    addremovewb.prj

    addremovewb.prj

  • Here, the lines 1 and 2 have been changed. Confirm the assignment by clicking on the green checkmark (either single or all at once).

    lineswap.prj

    lineswap.prj

  • The old project splitinto2.prj with the value range variable FORM shall be splitted into 2 target projects splitinto2a.prj and splitinto2b.prj with a fixed variable FORM.

    splitinto2.prj

    splitinto2.prj

    1. On this select the respective two target projects via Add target project .

      -> The dialog box Search or select project opens.[31]

    2. Via Add condition , for the one project add the condition FORM.EQ.'A' and for the other project add the condition FORM.EQ.'B'. See Fig. „splitinto2.prj“.

      When now changing the value of the value range variable FORM in the left table (old version) then in the right table (new version) the respective project with the adequate fixed variable FORM is selected.

      [Tip] Tip

      For the creation of conditions, use the button Generate algorithm matching the selected line and copy it to clipboard .

Examples with automatic assignment

[Note] Note

At projects which do not show any icons in the index tree assignments have been automatically performed.

  • Here, fixed variables have been renamed. Top right you can see the variable assignment of old and new version as a check.

    davarrenamed.prj

    davarrenamed.prj

  • Here, value range variables have been renamed. Top right you can see the variable assignment of old and new version as a check.

    wbvarrenamed.prj

    wbvarrenamed.prj

  • Here, the values of the fixed variable FORM have been combined in a value range variable FORM.

    datowb.prj

    datowb.prj

  • Here the project torename.prj has been renamed to torename2.prj.

    torename.prj and toremove.prj

    torename.prj and toremove.prj

  • Here, the project merge_b.prj has been resolved. At the fixed variable FORM it contained other values than merge_a.prj. In the new version the new the new project merge_ab.prj contains a value range variable FORM, which incorporates the values of the removed project.

    merge_a.prj and merge_b.prj

    merge_a.prj and merge_b.prj



[30] Hereto the Update manager is used. Call up via PARTlinkManager -> Extras menu -> Update manager. Details on this can be found under Section 5.15.2, “ Catalog update with ERP integration - Update manager ” in PARTsolutions / PARTcommunity4Enterprise - Administration Manual.

[31] For searching the full-text index has to be created.