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Manual Editing in Update manager
  1. Open the Update Manager via PARTlinkManager -> Extras -> Update manager.

  2. Open the catalog structure of Bikecompany in the index tree.

    At the opening of the structure it is automatically refreshed.

  3. On the left side, in the opened index tree (section Catalogs) you can see the following:

    1. 4 lines without any changes. They are displayed with the line icon .

    2. The lines "Piston 50" and "Piston ring 50" are no longer existing .

    3. The project "Spoke" is completely removed .

  4. Deactivate (=hide assigned lines) and activate (hide everything without update information).

    -> Only those directories and projects are displayed, where assignments have to be edited.

  5. For the edition of assignments there are two basic options:

    1. Single editing of projects and characteristics

      On the left side, in the Catalogs section mark the characteristic to be edited (here in the example "Spoke 2".

      On the right side, in the section Line mapping click on Approve assignment or on Revoke assignment and save changes (in the case of a dataset marked as deleted the effect is the same).

      -> A confirmation message appears: "Line mapping successfully removed!"

      -> If you work with a filtered tree view the just edited characteristic disappears.

      -> If you work with an unfiltered tree view, then at the just edited characteristic the icon with the green checkmark is displayed.

    2. Confirm everything at once

      Another workflow is to check the single characteristics at first and finally to confirm everything at once.

      Select the catalog directory "Bikecompany" and in the context menu click on the command Approve assignments and set new versions to released.

  6. Regardless of how you proceeded - finally it looks like this:

    Now the catalog directory, the single projects and the single characteristics show the green checkmark.

  7. Open PARTdataManager and select the catalog "Bikecompany".

    PARTdataManager Catalog "Bikecompany" V2

    PARTdataManager Catalog "Bikecompany" V2

  8. Open the project "Pistons". (Compare Fig. „PARTdataManager: Current version "Piston" after update, but before editing by Update Manager“.)

    PARTdataManager: New version "Piston" after editing by Update Manager

    PARTdataManager: New version "Piston" after editing by Update Manager

    In the new version the line "Piston 50" is missing and the line "Piston 100" has been added (can't have gotten an ERP number yet).

    At Piston 60 and 80 the status light is on green, because the specified role condition is met.

  9. Now open PARTlinkManager or in PARTlinkManager click on the button Query in order to refresh the view.

    In the filter of column PSOL Project enter "bike*" in order to display only lines of "Bikecompany".

    Active status and Requested status after editing in Update Manager

    Active status and Requested status after editing in Update Manager

    Now in the column Active status the old datasets show Expired and the current datasets show Released.