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PARTsolutions / PARTcommunity4Enterprise - User manual


Edition V11.00 SP12, 09/2021

Text and illustrations have been prepared with the utmost care. However, CADENAS GmbH, its authors and translators can assume neither legal responsibility nor any liability for any errors that may remain or consequences thereof. The information contained in this manual is provided without warranty and may be modified at any time without notice. CADENAS GmbH accepts no responsibility in this regard..

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CADENAS, PARTsolutions, PARTdataManager, PARTshaft, PARTconnection, eCATALOGsolutions, PARTdesigner, PARTconfigurator, PARTdxfconverter, PARTlanguage, PARTident, PARTeditor, PARTproject, PARTmedia, Visual Configurator, PARTserver, PDMsolutions, PARTwarehouse, PARTdataCenter are trademarks of CADENAS GmbH, Augsburg. All further brand names, company names or product names are trademarks or registered trademarks of their rightful owners.

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Table of Contents

1. Overview of PARTsolutions modules and their relationships
2. Open PARTsolutions from CAD systems
2.1. Information on provided interfaces of the current PARTsolutions version
2.2. Integrating the PARTsolutions interface
2.3. Function check of the PARTsolutions interface
2.4. Opening the interface
2.5. CAD specific menu commands and information
2.5.1. ArchiCAD Standard information Additional information Selection in 2D Parametric Export Mesh export (error in mesh) Installation of interface Embedded Library
2.5.2. AutoCAD Standard information Additional information User library Enhanced Attribute Editor Administration
2.5.3. CATIA macro interface installation
2.5.4. Creo Elements/Direct Modeling Standard information Additional information Activating the PARTsolutions interface Insert 3D - PARTsolutions placement dialog Replace Inserting parts into PARTdataManager "My parts" library Physical properties from PARTsolutions Export per Macro Administration
2.5.5. Creo Parametric | Creo Elements/Pro 5.0 Standard information Additional information Activating the PARTsolutions interface in Creo Parametric | Creo Elements/Pro 5.0 Insert model Button Insert model applies for 2D as well as for 3D Placement dialog - Sequence of clicks Partial search Insert model - Pattern recognition Replace Repeat User library Drawing Symbols Adjusting sketch accuracy Physical properties from PARTsolutions Administration
2.5.6. Inventor Standard information Additional information PARTsolutions pool path Physical properties from PARTsolutions Export per Macro Trouble-shooting Administration
2.5.7. MEDUSA 4 Standard information Additional information PARTsolutions integration Activation of the PARTsolutions interface PARTsolutions menu
2.5.8. MegaCAD Standard information
2.5.9. NX Standard information Additional information First start Insert 3D - Part placement Blend feature Pattern features Seamless Add PARTsolutions commands to NX context menu Physical properties from PARTsolutions NX: Testing PARTsolutions parts in the Mechatronics Concept Designer NX - Attributes: Units, category and Expression formula readable and optionally writable Administration
2.5.10. Revit Load IES files in RFA (lighting fixtures)
2.5.11. Solid Edge Standard information Additional information Determine unit User library Physical properties from PARTsolutions Troubleshooting Administration
2.5.12. SolidWorks Standard information Additional information Empty assembly Insert 3D - Pattern recognition Export per Macro Several SolidWorks versions in parallel operation Physical properties from PARTsolutions Troubleshooting Administration
2.6. CAD encompassing reference of all menu commands
2.6.1. Insert 3D from the Standard and supplier parts library Standard placement "In Cylinder " "On surface " "Touching Surfaces"
2.6.2. Insert model (2D) from the Standard and supplier parts library
2.6.3. New view
2.6.4. Seamless integration of the PARTsolutions library in CAD "Search" tabbed page Search filter Accessory part filter "Catalogs" tabbed page "Favorites" tabbed page Tabbed page "View" - Variables in List view or Table view | View | Technical details | 2D derivation | Links | Topology Determine variables in List view Determine variables in Table view 3D view tabbed page Technical details tabbed page 2D derivation tabbed page Links tabbed page Topology Transfer to CAD Settings Update catalogs Seamless with ERP integration Trouble-shooting: Seamless by using of Offline CDs
2.6.5. Search for unmachined parts
2.6.6. Replace
2.6.7. Insert repeatedly
2.6.8. Extras Load PS2 file Load PS3 File Run script Release License Settings Event handling
2.6.9. Execute Geometric Search Call Actions in the search result list Further actions in the "Geometric search (3D)" dialog box
2.6.10. LIVEsearch LIVEsearch Toolbar: Context menu commands Settings via dialog Settings via PARTadmin Currently supported CAD systems:
2.6.11. Partial search
2.6.12. Topo Search
2.6.13. Insert Connection
2.6.14. Settings
2.6.15. User library Insert Insert features into library (UDF)
2.6.16. About CADENAS Licenses System info/Support Help About CADENAS PARTsolutions
2.7. CAD encompassing information
2.7.1. Unknown or not supported mates (tilt / swivel) are replaced by fixed mates
3. PARTsolutions Modules
3.1. PARTdataManager
3.1.1. Functional range
3.1.2. Call PARTdataManager
3.1.3. License selection dialog box at Floating licensing
3.1.4. From part selection to export with the help of two little examples
3.1.5. User interface User interface Part selection User interface Part view User interface - General notes Placing method for dockings
3.1.6. Search and Part Selection Search and Part Selection at a glance Search in...: Where? Search for: Part families or single parts? Which search method(s) shall be used? Start Standard search or Cloud Navigator or Cloud Map? Search results tabbed page Part comparison Custom selection... Search for Parts | Part families and Parts Search methods When to take which search method? Advantages and disadvantages / limitations of single methods Search methods in combination Search methods in combination: Example Full-text search Full-text search example Full-text search: Search options in detail Wildcard query for a whole directory What is searched? Automatic phrase completions Full-text search supplemented with synonyms Full-text search in link database using ERP integration Search for Order number or type code Variables search Variables search : The most important at a glance Variables search: Call from dialog area "Suggestions" Variables search: Call directly from variable value of a search result Geometric search (3D) Geometric search (3D): The most important at a glance Tabbed page Projects Tabbed page 3D files Settings Search results Percent degree of similarity Mirrored parts Quick compare Sorting results Minimum similarity Part comparison Quality of topology information/features Sketch search (2D) Sketch search (2D): The most important at a glance Example "Drawing a hand wheel" More examples Different operation methods of sketch search Create sketch from picture Default Segmentation Cut Create sketches automatically from 3D and modify Create sketches manually Settings / Actions Drawing Tools Color Search Color Search: The most important at a glance Color Search: Details Color Search: Examples Search for unmachined parts Search for unmachined parts: The most important at a glance Partial search Requirements Partial search: The most important at a glance Tabbed page "Projects" Tabbed page "3D files" Partial search in CAD Partial search: Examples of use Partial search: Search for multiple planar faces and their relation Partial search : Search for a face including inner contour with a complex shape Partial search : Search for a hole pattern by selecting a face Partial search : Search for negative parts Partial search : Search for letters Partial search: Ignore cylinder lengths Partial search : Different similarities with or without consideration the geometrical arrangement Quality of topology information/features Classification 2.0 search Classification 2.0 search: The most important at a glance Administrative additional information Topology search Topology search: The most important at a glance Topology search: Search results Topology search - Settings in detail Size Area/Volume Symmetry Distances Angle Material Cylinder Cone Hole Elongated Cylinder Rectangular hole Curved Slot Torus Circular pattern Linear pattern Slot pattern Rectangular Slot Pattern Curved Slot Pattern Part selection via index tree Modus "Symbols" Modus "Details" Item "Catalogs" Item "Classifications" Item "Favorites" Item "History" Rubric "History" Navigation via navigation path (breadcrumbs) Common variables "Delivery country" as filter Filter assistants Docking window Filter Assistant: Quick filter search with auto filter Customized filter assistants Global filter assistants Assistants provided by CADENAS Search filter assistant (provided by PARTsolutions administration) Search Assistant - LinkDB Filter Web assistant (provided by customer) Search templates: Save / load Start search / Start Cloud Navigator / Start Cloud Map Search results Display mode "Details" display mode Popup window shows all available information "Table" display mode "Symbols" display mode "Cloud Map" display mode "Partition Map" display mode Columns show/hide Catalog filter Icons and messages Save search results: in favorites / in file Suggested corrections for typing errors e.g. - Did you mean "Related results" - Specify / broaden search Sort table lines Start search in new tab from context menu Actions (context menu commands / buttons) Catalog, project and part information Docking window "Details" Status bar Spezielle Kennzeichnungen von Katalogen und/oder Unterverzeichnissen Part selection with ERP integration Part comparison Call part comparison / Taking over parts into part comparison Tabular Compare Quality of topology information/features 3D comparison Align parts - Functions Comparison operations Other functions Settings Orientation cube Context menu "3D comparison" 2D comparison 3D & 2D synchronization Context menu Cloud Navigator Cloud Navigation Search - Examples CloudNavigator Example - Textual search and GeoSearch with part comparison CloudNavigator example - Variable search and modification side by side CloudNavigator example - Topology search: Directly compare similar search runs Start Search methods / Context menu commands Export to CAD Buttons Settings Context menu commands
3.1.7. Part view Determine characteristic in "Table" view Full-text search in table Show/hide variable groups Call Table settings Columns with value range fields Preview images adjustable in size Show preview images per line in Part view Show graphics in table Ascending/descending column sorting Adjust column width Show topology variables in table Filter table Filter table by search Filter table via input fields in column header Table filtered by Accessory part Use preferred rows filter Example: Using filters Parts that should be avoided DIN 962 option Hide columns Additional information /-functions Material selection Determine characteristic in "Vertical" view Value ranges Example: Quick restriction to desired values Determine characteristic in 3D view Docking window "Links" Geometric search in the background Docking window "Assembly" Docking window "3D view" 3D view Toolbar Determine Level of Detail Level of Detail - Selection Level of Detail - Different Schemes Level of Detail - Show configuration in CAD Measurement of 3D parts Measuring grid Show Dimensionings Change characteristic via dimension labels Define section cut... Part designation (Standard name [NB] / BOM name [LINA]) Docking window "Technical details" Docking window "Part information" Docking window "Topology information " Docking window "RFQ" (Request for Quotation)
3.1.8. Export to CAD (with and without interface)
3.1.9. Export into different file formats (without PARTsolutions interface) Export 3D formats "Views" tabbed page "Filter" -> Geometry tabbed page "Export options" tabbed page -> Insertion position, Options , Layer settings "Export options" tabbed page "Export options" tabbed page -> Export accuracy "Transformation" tabbed page "Reduction" tabbed page "Export options" tabbed page -> Insert in CAD automatically "Cross-section" tabbed page "NX" tabbed page "File" tabbed page "General" tabbed page "SAT" tabbed page "STEP" tabbed page "Import PS3" tabbed page Import via Macro CATIA Macro SolidDesigner/OneSpace Modeling Macro SolidWorks Macro Export 2D formats "Views" tabbed page Tabbed page "Filter" - Unit conversion "Layers" and "Export options" tabbed page - AutoCAD DWG 2D "Export options" tabbed page - DWF 2D "EPS Drawing Options" tabbed page "Export options" tabbed page - ME10 MI 2D "Export options" tabbed page - Microstation DGN 2D "Export options" tabbed page - SVG 2D "Export options" tabbed page - DXF 2D (binary) Export Image formats BMP GIF JPEG PNG TIFF Animated GIF Maxwell Render 3D "Attributes" tabbed page "Maxwell" tabbed page "Material" index page "Stage" tabbed page "Cross-section" tabbed page PARTrenderManager with Maxwell Renderer Installation Usage User interface Add a new server Call up PARTrenderManager (Client user interface) Create jobs Delete jobs Preview images Save images of finished jobs User rights POV-Ray 3D "Attributes" tabbed page "POV-Ray" tabbed page "Cross-section" index page Create previews for PARTdataManager Export "Others" formats Export in AVI format Export GAEB 90 / GAEB DA XML format Export PDF (U3D) format Export PDF datasheet Application Settings Export PDT Export QR code eClass Advanced Export further "Others" formats "Export options" tabbed page -> Export accuracy "Cross-section" tabbed page "Transformation" tabbed page "Reduction" tabbed page "Filter" -> Geometry tabbed page "Collada options " tabbed page "WebGL Html" tabbed page Export in transfer formats 3D transfer formats Export in native format 2D transfer formats
3.1.10. Create 2D derivation "2D view" dialog box Standard views Current view Combination views Render mode Scale and Paper formats Scale, position sketch elements in 2D view Adjust paper format in 2D view Settings / visibility Alternative 2D size Optimize drawing view on paper size / Add dimensioning in PARTdataManager before the export Transfer special derivations or technical views to CAD system "Choose view to pass..." dialog box Exporting the 2D drafting Context menu and buttons "2D view" window
3.1.11. PARTdataManager – ERP/PDM extensions ERP toolbar Enhanced search possibilities with ERP integration Full-text search: Geometry and ERP values mixed Use preferred rows filter Database login… User and role display in status bar Classify project Columns with colored background for ERP and PDM data Hiding columns Status colors for catalog index Status indicating bitmaps for table view (Status light) Additional information in directory tree Request ERP number per e-mail Display filtered tree Sorting of search results Line sorting in PARTdataManager "Assembly" Window - Bill of material Window Display mode Choice of geometrically identical versions Loading the single parts Show CAD documents (PDM-ID) in PARTdataManager
3.1.12. Connections Precondition Functions Small example from A to Z User interface in detail "Connection" section Buttons Material information from CAD Catalog selection Selection of connection type Connection components / Select value Selection of bolt and nut side 3D view Table Connections with ERP linking Create and edit ERP connections Save single part Modes for display of status colors Meaning of status colors Examples Example 1 - No filter set Example 2 - Bolt selected Example 3 - Value selection through further components Example 4 - "green path / orange path" Example 5 - Primary meaning of the Bolt before other components Example 6 - orange directories Administration
3.1.13. Document scan / Analyses
3.1.14. Purchineering | Duplicates Report | Unmachined / Finished part report Purchineering License Call Labeling Make or Buy report "Find suppliers" report "Cost mockup" report Price request Find Supplier branches Kanban Report Setting options for "Make or Buy", "Find suppliers", "Cost mockup" Icons in "Make or Buy", "Find suppliers", "Cost mockup", "Unmachined / Finished part report" Part comparison Buttons Duplicates Report License Settings Results Overview Results in detail Unmachined / Finished part report Unmachined / Finished part report: Functional description Unmachined / Finished part report: Procedure Unmachined / Finished part report: Create new report - different call options Unmachined / Finished part report: Setting options Unmachined / Finished part report: Example with "Filter for results" and "Custom variables" Unmachined / Finished part report: Open existing reports Unmachined / Finished part report: Licenses and packages General on all kinds of reports Precondition PARTdataManager: Running report generations on server Report management... - Call up created reports later
3.1.15. Analysis Make or Buy, Cost mockup and Suppliers Analysis "Make or Buy" Analysis "Suppliers" Analysis "Cost mockup" Analysis Setting options for "Make or Buy", "Cost mockup" and "Suppliers" Duplicate Analysis Basics concerning all analyses License Precondition Summary Docking window Search part Part comparison and different functions PARTdataManager: Running report generations on server Manage analyses - Call up created analyses later Export Administrative settings
3.1.16. Configurations and templates General information on assemblies Configuration Template Assembly Table Project Configuration mode Context menus in the "Assembly" dialog area Context menu of an assembly Search... Transparency Insert part Context menu of an assembly element What does it mean if... Saving templates
3.1.17. Catalog Feedback Report model problem - Show status of reported model problems Workflow
3.1.18. Local Settings - Examples
3.1.19. Legend: Used icons on catalog, directory, project level and part view Icons on catalog level Catalog Quality Seal Directory level Icons on project level Icon - Standards Classification Available analyses Obsolete standard part/manufacturer part Part view Parts to be avoided
3.1.20. Reference part Toolbars Views Level of Detail Default Export Assembly Configurator mode Exploded view Assembly structure Connect assemblies automatically Connection points Link database Single functions (buttons) Menus File menu Export menu Transfer to CAD Export in file Meta file batch ERP menu View menu 2D derivation Configurator mode Exploded view Assembly structure Recalc automatically Table menu Show graphics in table Edit table Tabbed page Documents Tabbed page Variables Tabbed page Table Configurator menu Extras menu PARTupdate PARTadmin PARTbom Bill of material Physical properties of the part Purchineering Duplicates Report Search for unmachined parts Report generations on server... Send to Sunglass server Connect assemblies automatically Start VBS/VBB script... Open part by MIDENT Settings... Window menu Help menu Search functions Docking windows (Standard) Docking windows (Extras) Context menus Context menu commands Part selection Context menu commands - Examples Context menu commands in detail Open Versions Go to class Part information Release Notes Search in the catalog / Search in directory Part comparison Sort by geometric similarity Geometrical search for this part Partial search for this part Sketch search for this part Cloud Navigation Search Purchineering Duplicates Report Unmachined / Finished part report Price search... Add to favorites Copy Copy projects to the clipboard Hide project / Hide directory Rename directory Create new directory Create document project Analysis Generate image data/preview images with batch run Generate previews Export images Edit with PARTproject Catalog Feedback Context menu commands Part view Overview Context menu commands in docking window "3D view" Zoom all Transfer to PARTbom/ Selected parts Transparency Part comparison Animation / Set rotation center Views Normal to face Enter rotation angle Define section cut... Measurement of 3D parts Measuring grid Print Specific commands for assemblies Context menu commands in docking window "2D derivation" Choose insertion point Show coordinate system Print Dimensioning mode Context menu command in docking window "Technical details" Context menu commands in docking window "Links" Context menu commands in docking window "Table" Context menu commands in docking window "Assembly"
3.2. PARTbom
3.2.1. Function of PARTbom
3.2.2. Opening PARTbom Variant 1 – opening from PARTsolutions Variant 2 – Opening via Explorer License selection dialog box at Floating licensing
3.2.3. How do I create a Bill of Material? Transferring parts from PARTdataManager Creating parts yourself and including them in the Bill of Material
3.2.4. Structure of PARTbom
3.2.5. Hierarchical view Working with drag & drop Adding new parts yourself Transferring parts from PARTsolutions modules Deleting parts from the hierarchical view Link between parts in PARTbom and their “originating modules”
3.2.6. Table view Menu item "Order of columns" Functions of the table
3.2.7. Print preview Single fields Area fields Context menu of the address header or of the area fields Context menu command for area field „Order at“ Context menu commands for all area fields Option buttons “Inquiry” and “Order” Menu bar and function button bar
3.2.8. Menus and toolbar Menu "File" Exporting from PARTbom Menu "Bill of material" Menu "Print preview" Menu "Options" Menu "Window" Menu "?" (Help)
3.3. Settings...
3.3.1. Launch
3.3.2. "Table" tabbed page
3.3.3. "Bill of material" tabbed page
3.3.4. "META" tabbed page
3.3.5. "Assembly" tabbed page
3.3.6. „Line Settings “tabbed page
3.3.7. "Log settings" tabbed page
3.3.8. "3D settings" tabbed page Templates "Elements" tabbed page Display Line colors / thickness Threads Center point "Environment" tabbed page Background colors Background texture Logo Environment sphere Floor "Miscellaneous" tabbed page Handling Mouse and keyboard assignment Correct aspect ratio Other Controls Standard material
3.3.9. "Part selection" tabbed page Size of preview Sorting Project statements Document types
3.3.10. "Network" tabbed page
3.3.11. "Web assistant" tabbed page
3.3.12. "Export to CAD" tabbed page
3.3.13. "2D view" tabbed page
3.3.14. "Search" tabbed page General Text Search Sketch search (2D) Geometric search (3D) Color Search
4. PARTcommunity4Enterprise
4.1. Technical information / General
4.2. User interface
4.3. Basics: Change language | Register | Login
4.3.1. Basics: Change language | Register | Login (Supplier/OEM portals)
4.3.2. Basics: Change language | Register | Login (B2B portal)
4.4. Account Settings
4.4.1. Account Settings (Supplier/OEM portals)
4.4.2. Account settings (B2B portal)
4.5. Part selection
4.5.1. How can I select catalogs and product groups?
4.5.2. Catalog display: Which filter possibilities are available? All catalogs By standards By categories eCl@ss Certified catalogs
4.5.3. Which search functions are available? How can I search for specific terms? How can I search for specific variables? How can the geometric search be carried out (based on an uploaded own part) ? How the geometric search can be carried out based on a catalog part? How can I search for parts by a self drawn sketch? The required catalog is not available - what can I do?
4.5.4. How do I recognize my position in directory levels and how can I switch to another?
4.5.5. How can I define the characteristic of the part?
4.5.6. What additional icons are there?
4.5.7. How can I filter for certain variables in the table view?
4.5.8. How can I adjust value range fields?
4.5.9. How can I compare parts?
4.5.10. Where the Related Equipment is displayed?
4.6. Preview
4.6.1. How can I get a 3D preview of the selected CAD model?
4.6.2. How can I get dimension diagrams (technical views) of the chosen CAD model?
4.6.3. How can I create a 2D derivation?
4.6.4. Live Rendering
4.7. How can I select CAD formats?
4.8. How can I generate CAD models?
4.9. How can I import the selected CAD model into the CAD system?
4.9.1. How can I send selected CAD model to my email address and import it into the CAD system?
4.9.2. How can I download selected CAD model and import it into the CAD system?
4.9.3. How can I directly integrate selected CAD model into CAD system (PART2cad)?
4.10. Special Actions
4.10.1. How can I generate a PDF datasheet?
4.10.2. How can I request costs and delivery date at supplier?
5. FAQ
5.1. Help
5.2. Context help...
5.3. Tooltips
5.4. About
5.5. Part information
5.6. Licenses
5.6.1. License information "General" tabbed page "License selection" tabbed page "Expiring licenses" tabbed page "Active licenses" tabbed page "Checkout" tabbed page
5.6.2. Licensing "Request licenses online" tabbed page for single workstation license "Request licenses online" tabbed page with FLM license Entering licenses... (Single workstation) Check licenses... (Single workstation) Change licenses (Single workstation) Entering licenses... (FLM) Check licenses... (FLM) No valid license available
5.7. Support
5.7.1. User portal
5.7.2. PARTconcept: Ticketing
5.7.3. Remote maintenance
5.7.4. System info/Support
5.7.5. Global Logging System
5.8. Window moved
5.9. 3D preview
5.10. Update
5.11. Sort directories
5.12. Error in LINKTABLE
6. Appendix
6.1. Third Party License Information