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Manual

4.7. ERP toolbar and menu

[Note] Note

The visibility of ALL toolbars, buttons, menus and menu entries is controlled by the configuration files menustructure_PARTdataManager.cfg and menuvisibility_PARTdataManager.cfg. The complete description can be found under Section 1.7.9.2, “ Tweak menus, menu items, toolbars, buttons and context menu commands ”.

The configuration of ERP toolbar und menu is role dependent.

In the following the most important for the configuration of ERP toolbar with buttons and ERP menu with entries is explained.

At first you will find a short instruction and in the following a listing with all toolbar buttons and menu items together with the according tweak command.

  1. In the configuration file menustructure_PARTdataManager.cfg, ERP toolbar and menus are already specified with the following commands:

    • LinkDatabase

      "ERP" toolbar

      "ERP" toolbar

      "Sap" toolbar

      "Sap" toolbar

    • ErpMenu

      ERP menu

      ERP menu

    Excerpt from $CADENAS_SETUP/menustructure_PARTdataManager.cfg

    [Tweakmenu]
    
    toolbarOrderTop=Standard,Assembly,Details,Export,\n,Views,LinkDatabase,Addsap,
     Classification,IndexTree
    toolbarOrderRight=
    toolbarOrderLeft=
    toolbarOrderBottom=
    
    #Toolbars
    ...
    LinkDatabaseToolbar=MainWindow/LinkDatabase
    LinkDataBaseToolbarTitle=Link database
    LinkDatabaseToolbarContent=LinkDbLogin,LinkDbChangeGroup,CallLinkMgr,LinkDbSendMail,
     LinkDbAddToDb,LinkDbClassify,LinkDbShowLegend,PreferredRanges,erp_psol_mm_vars,
     show_dbdata,SORTTABLE,erp_dbedit,DisplayMatButton,ChangeMatButton,SearchMatButton,
     erp_sap_showdis
    LinkDatabaseToolbarButtonStyle=
    
    AddSapToolbar=MainWindow/Addsap
    AddSapToolbarTitle=Sap
    AddSapToolbarContent=sap
    AddSapToolbarButtonStyle=
    
    #Menus
    ...
    ErpMenuName=ErpMenu
    ErpMenuTitle=ERP
    ErpMenuContent=LinkDbLogin,LinkDbChangeGroup,CallLinkMgr,LinkDbBackToMgr,
     LinkDbCancelBackToMgr,LinkDbSendMail,LinkDbAddToDb,LinkDbClassify,LinkDbShowLegend,
     PreferredRanges,erp_psol_mm_vars,show_dbdata,SORTTABLE,erp_dbedit,DisplayMatButton,
     ChangeMatButton,SearchMatButton,erp_sap_showdis

    Using LinkDatabaseToolbarContent (and AddSapToolbarContent) and ErpMenuContent you can specify which elements should be principally available, independently of the role-specific visibility.

  2. Create roles and types of roles

    In the configuration file menuvisibility_PARTdataManager.cfg you can specify all needed roles and types of roles, meaning what is to be displayed in PARTdataManager at which role.

    Excerpt from $CADENAS_SETUP/menuvisibility_PARTdataManager.cfg

    [ROLES]
    LOC1=TYP_B
    LOC2=TYP_C
    LOC3=TYP_A
    ECAT1=TYP_A
    ECAT2=TYP_A
    ECAT3=TYP_A
    ECAT4=TYP_A
    ECAT5=TYP_A
    ECAT6=TYP_A

    Configure the needed roles and types following the above schema. May be there are 20 different roles, but only 3 different types of roles.

  3. Assign single commands to role types

    Now specify the desired GUI elements for each role type. See following example. The ERP elements are highlighted in red.

    Excerpt from menuvisibility_PARTdataManager.cfg

    [TYP_A]
    LayoutResetDefault=true
    ViewPart=true
    View2D=true
    ...
    ...
    LinkDbLogin=true
    LinkDbChangeGroup=true
    LinkDbBackToMgr=true
    LinkDbCancelBackToMgr=true
    LinkDbSendMail=true
    LinkDbAddToDb=true
    LinkDbShowLegend=true
    
    [TYP_B]
    LayoutResetDefault=true
    ViewIndextree=true
    ViewPart=true
    View2D=true
    ...
    ...
    LinkDbLogin=true
    LinkDbChangeGroup=true
    LinkDbBackToMgr=true
    LinkDbCancelBackToMgr=true
    LinkDbSendMail=true
    LinkDbAddToDb=true
    LinkDbShowLegend=true
    
    [TYP_C]
    LayoutResetDefault=true
    ViewIndextree=true
    ViewPart=true
    View2D=true
    ...
    ...
    LinkDbLogin=true
    LinkDbChangeGroup=true
    LinkDbBackToMgr=true
    LinkDbCancelBackToMgr=true
    LinkDbSendMail=true
    LinkDbAddToDb=true
    LinkDbShowLegend=true
    

The following listing shows tooltip, tweak command and function for each button or menu entry.[71]

  •  

    Tooltip

    Tweak command

    Function

    Login to database

    LinkDbLogin

    Log on to link database:

    In order to be able to work with the ERP/PDM integration a connection to the database has to be established.

    Unless automatic login is activated[72], after launching PARTdataManager the database login dialog appears.

    Database login

    Database login

    Enter your username und password. If there is no connection or the connection is terminated for any reason you can call the dialog box Database login by clicking on this button.

    Furthermore the user can call the dialog in order to log in as another user.

    [Note] Note

    Users will receive username and password by the system administration.

    In the case of a standard installation with PLINKDB database initially applies:

    • Standard user: Username and password identical 'erpuser'.

    • Admin: User 'sa', password: (according to the password given during the database creation)

  •  

    Tooltip

    Tweak command

    Function

    Select group

    LinkDbChangeGroup

    Select group :

    If a user has several roles, he can switch between the roles when using this button.

    When clicking on the button the adjoining dialog is displayed.

    Select the desired role and confirm with OK.

    If the change of roles is rather infrequently, activate the option Remember selected role. In this way the last chosen role is saved and the role dialog is suppressed as long as the user clicks again on the Select group button or the saved role is no longer available for the respective user (setting in plinkusers.cfg).

    The currently logged in user and role are displayed in the PARTdataManager, below in the status bar.

  •  

    Tooltip

    Tweak command

    Function

    Launch PARTlinkManager

    CallLinkMgr

    Launch PARTlinkManager

  •  

    Tooltip

    Tweak command

    Function

    Send selection to Link Manager

    Cancel selection

    LinkDbBackToMgr

    LinkDbCancelBackToMgr

    Send selection to Link Manager / Cancel selection

    Via double-click on a line in PARTlinkManager the view switches to PARTdataManager.

    Now you can select any line in PARTdataManager. By clicking on this line is linked with an ERP number in PARTlinkManager, created before. The view returns back to PARTlinkManager. By clicking on you can cancel the procedure.

    These two icons are only active, if a call has been performed in PARTlinkManager, otherwise these are inactive and dimmed.

  •  

    Tooltip

    Tweak command

    Function

    Request ERP number per e-mail

    LinkDbSendMail

    Request ERP number per e-mail

    Request ERP number per e-mail:

    When clicking on the button Request ERP number per e-mail a dialog box opens where you can request the release for the desired part which is locked for the export at the responsible department.

    In order to enable the functionality, in the configuration file under $CADENAS_SETUP/plinkcommon.cfg, enter the mail server. This is the most important setting. Besides you can find further setting options. On this see the [HELP] texts in the configuration file itself. This setting is role-comprehensive.

    [MAIL]
    TEMPLATE=$CADENAS_SETUP/linkdbtemplate_$(CADENAS_LANGUAGE).html
    SENDTO=name@company.com
    SUBJECT=Neue ERP-Nummer
    SERVER=
    ;...

    Under $CADENAS_SETUP/plinkgroups.cfg you can override the entry role-specific.

    [Rolename]
    SENDTO=
    SUBJECT=
    SERVER=
    

    Standard dialog

    Standard dialog

    Extended dialog

    Extended dialog

    Information on how to extend the dialog can be found under Section 4.11, “Timestamp number on/off”.

    The sent e-mail contains a .psmid file attached. Via double-click on this file PARTdataManager opens with the according project and row.

    The e-mail itself contains all important information on the part, also the MIDENT for example (internal, unique identification of the part). On this also see Section 3.1.20.2.7.13, “ Open part by MIDENT ” in PARTsolutions / PARTcommunity4Enterprise - User manual.

    The last line contains a batch command, which opens the part in PARTdataManager.

    Sample e-mail

    Sample e-mail

  •  

    Tooltip

    Tweak command

    Function

    Add dataset to link database

    LinkDbAddToDb

    Add dataset to link database

    Add dataset to link database calls the following window:

    Standard dialog

    Standard dialog

    Any number of input fields can be added. Compare following figure. More information on this can be found under Section 4.11, “Timestamp number on/off”.

    Extended dialog

    Extended dialog

    [Note] Note

    By default, ERP for single parts in assembly tables is not supported. If a single part of an assembly is selected in the docking window Assembly and then the button Add dataset to link database is clicked, an error message pointing out the following key is displayed:

    $CADENAS_SETUP/plinkcommon.cfg

    [PARTdataManaager]
    UseErpForAssPart=0

    If the functionality is wanted the key has to be set on 1.

    Details on this can be found under Section 4.17.8, “ ERP for single parts in assembly tables / plinkcommon.cfg -> Block [PARTdataManager] -> Key "UseErpForAssPart" ”.

  •  

    Tooltip

    Tweak command

    Function

    Add dataset to link database (variant)

    erp_psol_mm_vars

    Add dataset to link database (variant)

    Add dataset to link database (variant)

    Choose a data set, which is the very next to the variable to be changed.

    After clicking the button the Create variant window opens.

    All variables of the part are listed.

    In the adjoining example D has been changed from 20 to 22.

    After this the same dialog as at Add dataset to link database displays (see above).

    Result: The added variant displays in PARTdataManager in addition.

    Activate required VBS script

    In order for the function Add dataset to link database (variant) to be available in the ERP toolbar in principle, (independently of the visibility), the script erp_psol_mm_vars has to be activated.

    In PARTadmin -> category Configuration files -> $CADENAS/SETUP/erpcustom.cfg -> Block [LOAD], on the respective key perform the context menu command Activate and save. (If the key does not exist, please add it with ongoing number.) In order for the button to become visible, please restart PARTdataManager.

    PARTadmin -> erpcustom.cfg -> [LOAD]

    PARTadmin -> erpcustom.cfg -> [LOAD]

    Correct sorting of variants

    When variants are created, possibly these are not sorted correctly in PARTdataManager (see fig. above). However you can determine the schema of sorting for the currently opened project in a special dialog. So a manual editing of the PRJTABLE is not necessary. On this see under Set the sorting order for currently opened project.

  •  

    Tooltip

    Tweak command

    Function

    Set the sorting order for currently opened project

    SORTTABLE

    Specification of sorting order for the currently opened project:

    When creating variants (see ) often these are not correctly sorted. However, you can configure that a dialog is displayed where you can specify the sorting order for the PARTdataManager table. Thereby manual editing is obsolete.

    Therefor, in the configuration file under $CADENAS_SETUP/erpcustom.cfg, in the block ADDTODB_VARS activate the key with the value$CADENAS_SETUP/scripts/erp/erp_sorttable.vbb. Should the key not exist then please add it yourself.

    PARTadmin -> erpcustom.cfg -> [ADDTODB_VARS]

    PARTadmin -> erpcustom.cfg -> [ADDTODB_VARS]

    Once the activation of the key happened the dialog box Change sorting order? appears when a variant has been set. Not before the sorting has been explicitly determined for a certain project, the dialog box won't appear anymore.

    • Do you want to redefine the sorting for this project? - > Yes

      -> The dialog box Change sorting order opens.

      You can call the dialog box anytime by clicking on the button Set the sorting order for currently opened project .

    • Do you want to redefine the sorting for this project? - > No

      By default the variant is sorted below that line, from where it was created.

    User information on this can be found under Section 3.1.11.14, “Line sorting in PARTdataManager ” in PARTsolutions / PARTcommunity4Enterprise - User manual.

  •  

    Tooltip

    Tweak command

    Function

    Edit/delete dataset

    erp_dbedit

    Edit/delete dataset :

    Edit/delete dataset :

    When clicking on the button the dialog box Edit/delete dataset appears.

    Edit/delete dataset

    Edit/delete dataset

    • New key value

      Change the ERP_PDM_NUMBER if desired.

    The data view is divided into Link-data and ERP data.

    • Update dataset

      Click on the value needing to be changed, change it accordingly and click on Update dataset.

    • Delete link

      Deletes the data of the LINKTABLE.

      Afterwards follows an inquiry whether or nor the data of the ERPTABLE should be kept. Confirm/deny the inquiry accordingly.

    • Execute SQL-command

      Opens the window of the same name.

      In the SQL command entry field you can enter any command.

      Define the maximum number of lines in the result.

      Click on Execute after.

      [Note] Note

      Via the browse button ... the table names and a selection of SQL commands can be shown.

      Execute SQL-command

      Execute SQL-command

    • Close

    Activate required VBS script

    In order for the function Edit/delete dataset to be available in the ERP toolbar in principle, (independently of the visibility), the script $CADENAS_SETUP/scripts/erp/erp_dbedit.vbb has to be activated.

    In PARTadmin -> category Configuration files -> $CADENAS/SETUP/erpcustom.cfg -> Block [LOAD], on the respective key perform the context menu command Activate and save. (If the key does not exist, please add it with ongoing number.) In order for the button to become visible, please restart PARTdataManager.

    PARTadmin -> erpcustom.cfg -> [LOAD]

    PARTadmin -> erpcustom.cfg -> [LOAD]

  •  

    Tooltip

    Tweak command

    Function

    show database-data for this part

    show_dbdata

    show database-data for this part :

    show database-data for this part:

    The window shows geometric data as well as ERP data.

    Activate required VBS script

    In order for the function show database-data for this part to be available in the ERP toolbar in principle, (independently of the visibility), the script $CADENAS_SETUP/scripts/erp/show_dbdata.vbb has to be activated.

    In PARTadmin -> category Configuration files -> $CADENAS/SETUP/erpcustom.cfg -> Block [LOAD], on the respective key perform the context menu command Activate and save. (If the key does not exist, please add it with ongoing number.) In order for the button to become visible, please restart PARTdataManager.

    PARTadmin -> erpcustom.cfg -> [LOAD]

    PARTadmin -> erpcustom.cfg -> [LOAD]

  •  

    Tooltip

    Tweak command

    Function

    Classify project

    LinkDbClassify

    Classify project

    User information on this can be found under Section 3.1.11.5, “ Classify project ” in PARTsolutions / PARTcommunity4Enterprise - User manual.

  •  

    Tooltip

    Tweak command

    Function

    Show legend

    LinkDbShowLegend Legend (Locked, Released, Expired)
  •  

    Tooltip

    Tweak command

    Function

    Preferred rows on/off

    PreferredRanges

    Preferred rows on/off

    Preferred rows on/off:

    When activating the function projects and directories which do not meet the preferred rows condition are hidden in the index tree and in the table the respective rows (characteristics).

    [Note] Note

    The function only then works if the setting was made for the respective role. See examples below.

    Details on the specification of the condition can be found under Registerseite Allgemein -> Preferred ranges.

    • Effect of the preferred rows activation in the table

      Only rows which meet the condition are displayed.

      Example:

      Setting in the configuration file $CADENAS_SETUP/plinkgroups.cfg

      [Role_nname]
      PREFRANGE=((ERP_PDM_NUMBER.NE.'').AND.(ACTIVE_STATE.EQ.1))

      Meaning: The ERP number is not equal empty, in other words available AND the column ACTIVE_STATE has the value 1 (=released).

      Setting under PARTadmin -> category Roles -> tabbed page General -> Preferred ranges

      -> Effect in PARTdataManager:

      Preferred rows off, all rows are displayed: Row 6 and 10 do not meet the preferred rows condition and so are hidden when the function is activated.. See next figure.

      Preferred rows off, all rows are displayed: Row 6 and 10 do not meet the preferred rows condition and so are hidden when the function is activated.. See next figure.

      Preferred rows on

      Preferred rows on

    • Effect of the preferred rows activation in the index tree

      The directories and projects in the index tree are always colored in green or semi-transparent.[73] Green means that at least one project line meets the condition under CONDITIONTREE or Display condition for parts selection. Green is transmitted to the top (on hierarchically higher directories). Semi-transparent means that no line of any project meets the condition.

      Once the preferred rows function is activated all semi-transparent projects and directories are hidden.

      Example:

      Setting in configuration file $CADENAS_SETUP/plinkgroups.cfg

      [Note] Note

      For the key CONDITIONTREE, please use SQL syntax.

      [Role_nname]
      CONDITIONTREE=(LINKTABLE.ERP_PDM_NUMBER<>'') AND (ACTIVE_STATE=1)

      Meaning: ERP number is not equal empty, in other words available AND the column ACTIVE_STATE has the value 1 (=released).

      [Note] Note

      No entry in the key CONDITIONTREE is according to:

      CONDITIONTREE=(LINKTABLE.ERP_PDM_NUMBER<>'')

      Setting under PARTadmin -> category Roles -> tabbed page General -> Display condition for parts selection

      -> Effect in PARTdataManager:

      If the filter Preferred rows on/off is activated only those directories and projects are displayed, which contain parts, which meet the condition, meaning the green ones.

      Preferred rows function off: All directories and projects are displayed.

      Preferred rows function off: All directories and projects are displayed.

      Preferred rows function on: Only the green ones are displayed.

      Preferred rows function on: Only the green ones are displayed.

    The activation of the preferred rows function also effects the search! The search results are filtered and have to meet the preferred rows condition. Also see Section 3.1.11.2, “ Enhanced search possibilities with ERP integration ” in PARTsolutions / PARTcommunity4Enterprise - User manual.

    You can recognize the table restriction at the filter icon . When clicking on the icon the filter is removed and all rows are displayed.

SAP functionality (for details see SAP MM und PLM für SolidWorks, Solid Edge, Inventor, Pro/E).

 

Tooltip

Tweak command

Function

  erp_sap_showdis Create material

  ChangeMatButton Change material

  DisplayMatButton Display material

  SearchMatButton Search material


[71] The commands for buttons and menu entries are the same.

[73] Settings under COLORCONDITIONTREE or Status colors for catalog index override and possibly result in a multicolored index tree (see Section 4.12.2.3.2, “ Status colors for catalog index - plinkgroups.cfg -> Block [Role_name] -> Key "COLORCONDITIONTREE<number>" ”).

If the option under PARTlinkManager -> Extras menu -> Configure ERP environment -> Assign linked parts in the parts selection is deactivated the index tree is displayed plain-colored.