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Manual

Manual

eCATALOGsolutions Manual

CADENAS GmbH

Edition V11.00 SP4, 06/2018

The text and illustrations have been prepared with great 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.

This manual is protected by copyright law. All rights reserved. The rights to the documentation are owned by CADENAS GmbH. No part of this book may be reproduced in any form by photocopying, microfilm or any other method or transmitted in a machine-readable language, particularly for print processing machines, without the written consent of CADENAS GmbH. Rights to transmission by radio and television or live presentation are also reserved.

Copyright 1992-2018 CADENAS GmbH. All rights reserved.

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.

All information given without liability


Germany
CADENAS GmbH Augsburg
Berliner Allee 28 b+c
86153 Augsburg
Phone: +49 / (0) 821 / 2 58 58 0-0
Fax: +49 / (0) 821 / 2 58 58 0-999
Hotline: +49 / (0) 821 / 2 58 58 20
License request (Fax): +49 / (0) 821 / 2 58 58 2-999
E-mail:
Internet: www.cadenas.de
Italy
CADENAS Italiana s.r.l.
Via Bassa Dei Sassi 1
I-40138 Bologna (BO)
Tel.: +39 - 051 - 0870755
Fax: +39 - 051 - 0419105
E-mail:
France
CADENAS France SARL
14 rue Philibert Collet
F-01400 Châtillon sur Charlaronne
Tel.: +33 (0)4 81 30 00 04
Fax: +33 (0) 4 74 55 26 96
Hotline: +49/ (0) 821 / 258 58 22 77
E-mail -support:
E-mail:
Spain
CADENAS Ibérica
C / Berruguete 90, bajos
E - 08035 Barcelona
Phone: +34 / 932 749 540
E-mail:
USA
PARTsolutions LLC. USA
200 Techne Center Dr., Suite 118
Milford, OH 45150 USA
Phone: +1 / (513) 453 - 04 53
Fax: +1 / (513) 453 - 04 60
E-mail:
E-mail-support:
Internet: www.part-solutions.com
Korea
CADENAS Korea
Donga Venture Tower, 907
305-301 Bongmyung-dong,
Yusong-gu, Deajeon, Korea-Süd
Phone: +82 / 505 / 936 - 93 60
E-mail:
Japan
CADENAS web2cad INC. Japan
8-4-1, Toshima, Kita-ku
Tokyo 114-0024, Japan
Phone: +81-3-59 61 - 50 31
Fax: +81-3-59 61 - 50 32
E-mail:
China
CADENAS GmbH Shanghai
CADENAS GmbH Shanghai Rep. Office
Nr. 885 the People Road
Huaihai Zhonghua Building, 603 Room
200010 Shanghai
People's Republic of China
Phone: +86 / (0) 21 / 63551318
Fax: +86 / (0) 21 / 63551319
E-mail:

Table of Contents

Preface
1. eCATALOGsolutions – Concept
2. Create electronic product catalog - Overview
3. Guidelines / Most important - CADENAS Design Manual (CDM)
3.1. Introduction
3.2. General rules
3.2.1. Naming of Catalogs
3.2.2. Definition of Catalog License Key
3.2.3. Renaming of existing catalogs
3.2.4. Use of PARTproject QA SVN
3.2.5. Folder Structure of catalog in PARTproject
3.2.6. Translation of catalog / Default column
3.2.7. Preview Pictures in Folder Structure
3.2.8. Pictograms in table
3.2.9. Technical Previews (PRA)
3.2.10. Classification by Category / Alphabet / Country
3.2.11. Automatic Classification of standardized Parts
3.2.12. Special Catalog Labels
3.2.13. Copyright Project
3.2.14. Set Up Tag Cloud Exclusion
3.2.15. Classification according to CNSORDERNO / CNSTYPECODE
3.2.15.1. Use of CNSORDERNO and CNSTYPECODE with examples
3.2.15.2. "Adjust order number and type code" Plugin
3.2.16. Resolving value ranges: Configuration and testing
3.2.17. Release Notes
3.2.18. Materials
3.2.19. Render attributes
3.2.20. Quick & Simple catalogs
3.3. Quality
3.3.1. Quality Demand
3.3.2. Software Training
3.3.3. Specification Workshop
3.3.4. Creation of Pilot Parts
3.3.5. Use of PARTproject QA SVN
3.3.6. Manual Test Instances
3.3.7. Standardized Check Protocols
3.3.8. Electronic Test Run (TestMeta)
3.3.9. Release by the Contractor
3.3.10. Administrative Final-Checking
3.3.11. CIP Release Check
3.3.12. Innovation Workshop
3.3.13. QA Seal
3.3.14. Corrections in the published catalog
3.3.15. QA Workflow
3.4. ERP
3.4.1. Identification type
3.4.2. Add ERP-Mapping... / Edit ERP-Mapping...
3.4.2.1. Change of folder structure, project names and paths
3.4.2.2. Deletion of Projects
3.4.2.3. Change and new creation of tables
3.4.2.4. Rename of value range variables
3.4.2.5. Change of value range contents
3.4.2.6. Value ranges as „name of values“
3.4.2.7. Change of NBs
3.5. Architecture
3.5.1. General
3.5.2. Supported Systems
3.5.3. Characteristics
3.5.4. LOD (Level of Detail)
3.5.5. Classification
3.5.6. TestMeta
3.5.7. Advanced Tests
3.6. Simulation
3.6.1. General
3.6.2. Supported Systems
3.6.3. Simulation - Specification for Mechatronics Concept Designer (MCD)
3.6.3.1. Rotative and linear simulation (MCD)
3.6.3.1.1. Example for a linear simulation with a FESTO ADN compact cylinder
3.6.3.1.2. Example for a rotative simulation with an AFAG RE-50 rotary module
3.6.3.1.3. Test the simulation in the Mechatronics Concept Designer
3.6.3.2. Simulation for Sensors and Conveyor belts (MCD)
3.6.3.2.1. Conveyor belts
3.6.3.2.2. Sensors
3.6.3.3. Limits of joints (MCD)
3.7. Electronic
3.7.1. General
3.8. Plant Design
3.8.1. General
3.8.2. Supported Systems
3.8.3. Characteristics
3.9. Specification Data Supply
4. Training - Creating a cap nut
5. PARTproject
5.1. Launch PARTproject
5.1.1. License selection dialog box at Floating licensing
5.2. Function
5.2.1. Opening PARTdesigner
5.2.2. License selection dialog box at Floating licensing
5.3. User interface
5.4. Project icons
5.5. Create project - Small example from A to Z
5.5.1. Step 1: Create New folder
5.5.2. Step 2: Create subfolder
5.5.3. Step 3: New project
5.5.4. Step 4: Edit project
5.5.4.1. Create geometry *.3db
5.5.4.2. Create the characteristic attribute table *.tac
5.5.4.3. Create preview image *.png
5.5.5. Step 5: Create Index
5.5.6. Step 6: Test the new project in PARTdataManager
5.5.7. Specifics for project creation in Architecture / BIM catalogs
5.6. Menus
5.6.1. File
5.6.2. Versioning system
5.6.3. ERP
5.6.4. Extras
5.6.4.1. Create offline CD
5.6.4.2. CIP catalog
5.6.4.3. Additional modules
5.6.4.3.1. Collect classification data...
5.6.4.3.2. Class systems: map...
5.6.4.3.3. History Analyzer Reports
5.6.4.4. Class systems: edit...
5.6.4.5. Class systems: export translations...
5.6.4.6. Class systems: Import translations...
5.6.4.7. Show all toolbars
5.6.4.8. Preferences...
5.6.4.8.1. General
5.6.4.8.2. 3D view
5.6.4.8.3. Other dialog pages
5.6.5. Window
5.6.6. ? (Help)
5.7. Buttons
5.7.1. Default toolbar
5.7.1.1. Text search for part
5.7.1.2. Save
5.7.1.3. Save all Files
5.7.1.4. Update index
5.7.1.5. Fetch publication status...
5.7.2. Link database toolbar
5.8. Project selection
5.8.1. Project selection icons
5.8.2. Context menus under Project selection
5.8.2.1. Context menu of the Folder Level
5.8.2.1.1. New folder
5.8.2.1.2. New project
5.8.2.1.3. New link
5.8.2.1.4. Open Windows Explorer
5.8.2.1.5. Update view
5.8.2.1.6. Delete directory
5.8.2.1.7. Rename folder
5.8.2.1.8. Copy directory
5.8.2.1.9. Move folder
5.8.2.1.10. Hide folder
5.8.2.1.11. Sort directory
5.8.2.1.12. Test project / Test directory
5.8.2.1.12.1. Resolving of value ranges: Configuration and Testing
5.8.2.1.12.1.1. Restriction for resolving of value ranges (yellow fields)
5.8.2.1.12.1.2. Indexing order number depending on value ranges: Setting option catalog and project specific
5.8.2.1.12.1.3. Testing ReverseScripts (Resolving of value range fields via ReverseScript)
5.8.2.1.13. Translation
5.8.2.1.13.1. "Translation" tabbed page
5.8.2.1.13.1.1. Translation - Table
5.8.2.1.13.1.2. Translation - Settings / Result
5.8.2.1.13.2. "Translations" dialog window
5.8.2.1.13.3. PARTcatalogTranslator
5.8.2.1.13.4. Translation per CSV file
5.8.2.1.13.4.1. Define catalog language
5.8.2.1.13.4.2. Export CSV for translation
5.8.2.1.13.4.3. Edit CSV file
5.8.2.1.13.4.4. Import CSV for translation
5.8.2.1.13.5. Configuration of the Online Translation Services
5.8.2.1.13.5.1. Integration mode of translation service
5.8.2.1.13.5.2. Structure of configuration file
5.8.2.1.13.5.3. Google Translator - Create account
5.8.2.1.13.5.4. Microsoft Translator - Create account
5.8.2.1.14. Output
5.8.2.1.14.1. CIP catalog
5.8.2.1.14.2. Cip projects in directory
5.8.2.1.14.3. Generate image data/preview images with batch run
5.8.2.1.14.3.1. Generate previews
5.8.2.1.14.3.1.1. Launch
5.8.2.1.14.3.1.2. Preferences
5.8.2.1.14.3.1.3. Alternative: Create preview images externally and then import
5.8.2.1.14.3.2. Export images
5.8.2.1.14.3.2.1. Tabbed page "Default options"
5.8.2.1.14.3.2.2. Tabbed page "View / Export"
5.8.2.1.14.3.2.3. Tabbed page "Extended"
5.8.2.1.14.4. Create previews per line
5.8.2.1.14.5. Generate deeplinks
5.8.2.1.14.5.1. Background information on Deep Links
5.8.2.1.14.5.1.1. What are deep links?
5.8.2.1.14.5.1.2. Syntax
5.8.2.1.14.5.1.3. Parameters for PARTcommunity
5.8.2.1.14.5.1.4. Direct call to a special portal page
5.8.2.1.14.5.1.5. Force login
5.8.2.1.14.5.1.6. Showing and hiding portlets
5.8.2.1.14.5.1.7. Embedded portals
5.8.2.1.14.5.1.8. Integration of embedded portals
5.8.2.1.14.6. Write BME catalog
5.8.2.1.14.6.1. Overview
5.8.2.1.14.6.2. Command
5.8.2.1.14.6.3. Profile management
5.8.2.1.14.6.4. Create / Save
5.8.2.1.14.6.5. The dialog pages
5.8.2.1.14.6.5.1. Paths
5.8.2.1.14.6.5.2. Catalog
5.8.2.1.14.6.5.3. Price
5.8.2.1.14.6.5.4. Supplier
5.8.2.1.14.6.5.5. Buyer
5.8.2.1.14.6.5.6. Rules
5.8.2.1.14.6.5.7. Replace
5.8.2.1.14.6.5.8. Settings
5.8.2.1.14.6.5.9. Additional options
5.8.2.1.14.7. Check out projects
5.8.2.1.14.8. Check out catalog
5.8.2.1.14.9. Create CSV table
5.8.2.1.14.10. Create HTML index
5.8.2.1.14.11. Collect classification data...
5.8.2.1.14.12. Project dependencies
5.8.2.1.14.13. 2D view creation
5.8.2.1.15. Automation
5.8.2.1.15.1. Start PARTinfoTool
5.8.2.1.15.2. Import eClass XML file...
5.8.2.1.15.3. Batch process all tables in project
5.8.2.1.15.3.1. Add variable / change variable value
5.8.2.1.15.3.2. Change value of variable
5.8.2.1.15.3.3. Replace variable value
5.8.2.1.15.3.4. Delete variables
5.8.2.1.15.3.5. Rename variable
5.8.2.1.15.3.6. Add variables from CSV / change variable values from CSV
5.8.2.1.15.3.7. Input options in field "Name of variable"
5.8.2.1.15.3.8. Use of keywords
5.8.2.1.15.4. Equal variables in folder
5.8.2.1.15.5. Change file information into lower case letters
5.8.2.1.15.6. Add projects to classification
5.8.2.1.15.7. Create standardization system
5.8.2.1.15.8. Create document project
5.8.2.1.15.9. Create native project
5.8.2.1.15.10. Convert previews...
5.8.2.1.15.11. Batch import neutral formats (Quick and Simple)
5.8.2.1.15.12. Materials made of colors
5.8.2.1.15.13. Add LOD Variables
5.8.2.1.15.14. Import address information
5.8.2.1.15.15. Set EndOfLife per line
5.8.2.1.15.16. VDI 3805 Importer
5.8.2.1.15.16.1. Scope of application
5.8.2.1.15.16.2. VDI Wizard
5.8.2.1.15.16.3. Precondition for operation
5.8.2.1.16. Project history report
5.8.2.2. Context menu of the Project Level
5.8.2.2.1. Open with PARTdataManager
5.8.2.2.2. Open Explorer
5.8.2.2.3. Delete project
5.8.2.2.4. Rename project
5.8.2.2.5. Copy project
5.8.2.2.6. Move project
5.8.2.2.7. Hide project
5.8.2.2.8. Test project
5.8.2.2.9. Translation
5.8.2.2.9.1. Show translations
5.8.2.2.9.2. Export CSV for translation
5.8.2.2.9.3. Import CSV for translation
5.8.2.2.10. Output
5.8.2.2.10.1. Save as CIP
5.8.2.2.10.2. Generate image data/preview images
5.8.2.2.10.3. Create previews per line
5.8.2.2.10.4. Create CSV table
5.8.2.2.10.5. Project dependencies
5.8.2.2.11. Automation
5.8.2.2.11.1. Edit project in batch mode
5.8.2.2.11.2. Add projects to classification
5.8.2.2.11.3. Add LOD Variables
5.8.2.2.11.4. Import address information
5.8.2.2.11.5. Set EndOfLife per line
5.8.2.2.12. Project history report
5.8.2.3. Context menu of the File Level
5.8.2.3.1. Rename file
5.8.2.3.2. Open Windows Explorer
5.9. Edit project
5.9.1. Overview on tabbed pages
5.9.2. Tabbed page General
5.9.2.1. Menu item General
5.9.2.2. Assistant
5.9.2.3. Menu item Variables
5.9.2.3.1. Transfer attributes via CNS classification
5.9.2.3.2. Create variable groups (on catalog level)
5.9.2.3.3. Order/Groups of Variables - Hide columns (variables)
5.9.2.3.4. Variables containing external references
5.9.2.4. Menu item Settings for the catalog (display on catalog level)
5.9.2.5. Classification
5.9.2.6. Menu item Table filters
5.9.2.7. Menu item PARTserver/PARTcommunity
5.9.2.8. Menu item Color and texture
5.9.2.8.1. Color
5.9.2.8.2. Texture
5.9.2.9. Menu item Render attributes
5.9.2.9.1. Render material - Functionality
5.9.2.9.1.1. Render Materials for Face attributes
5.9.2.9.2. Render material - Settings
5.9.2.9.3. Rendering matrices
5.9.2.9.3.1. Matrix for attributes "Color" and "Color texture" ("Normalmap")
5.9.2.9.3.2. Matrix for attributes "Percentage Metallic" and "Roughness"
5.9.2.9.3.3. Matrix for Transparency
5.9.2.9.3.4. Legend
5.9.2.9.4. Examples
5.9.2.9.5. Maxwell Render rotation
5.9.2.10. Menu item Alternative 2D size
5.9.2.11. Menu item Dimensioning
5.9.2.12. Menu item Link (display at link projects)
5.9.2.13. Menu item Expiration date (End of Life)
5.9.3. Tabbed page 3D project
5.9.3.1. Dimensioning views
5.9.3.2. 3D models
5.9.3.3. Variants
5.9.4. Tabbed page 2D derivation
5.9.5. Tabbed page 2D project
5.9.6. Tabbed page Bitmaps
5.9.7. Tabbed page Roller bearing
5.9.8. Tabbed page Assembly
5.9.9. Tabbed page Variable assignment (Project type"assembly table")
5.9.10. Tabbed page Links
5.9.10.1. Simple example without use of dialog areas Variants and Filter
5.9.10.2. Dialog area Variants (optionally)
5.9.10.3. Dialog area Filter (optionally)
5.9.11. Tabbed page Translation
5.9.12. Tabbed page Image
5.9.13. Tabbed page Database
5.9.14. Tabbed page Picture file
5.9.15. Tabbed page Table file
5.9.16. Tabbed page Document
5.9.17. Tabbed page Documents
5.9.17.1. Media Variables for tooltip information on PARTcommunity
5.9.17.1.1. Create Media Variable
5.9.17.1.2. Translate Media Variables
5.9.17.1.3. Dialog area "Derivation hierarchy"
5.9.17.2. Media Variables for 3D PDF datasheets (PARTtemplateDesigner)
5.9.18. Tabbed page History
5.9.19. Tabbed page QA check
5.9.20. Tabbed page Catalog separation
5.9.21. Tabbed page Release Notes
5.10. Embed use cases in PARTdataManager / PARTcommunity
5.11. Specify automatically created dimensionings (notations) for 3D view and 2D derivation
5.11.1. Example: Create dimensioning
5.11.2. Horizontal, vertical and parallel dimensioning
5.11.2.1. Mandatory parameters
5.11.2.2. Optional parameters
5.11.3. Radial dimensioning
5.11.3.1. Mandatory parameters
5.11.3.2. Optional parameters
5.11.4. Angular dimensioning
5.11.4.1. Mandatory parameters
5.11.4.2. Optional parameters
5.11.5. Annotation
5.11.5.1. Mandatory parameters
5.11.5.2. Optional parameters
5.11.6. Part-Annotation
5.11.6.1. Mandatory parameters
5.11.6.2. Optional parameters
5.11.7. Optional parameters Details
5.11.8. 3D Parameter
5.11.9. Using variables
5.11.10. PARTdesigner Expressions
5.12. Adjust 2-D derivations
5.12.1. 2D derivation: Alternative 2D size (shortened)
5.12.1.1. Function
5.12.1.2. Configuration
5.12.1.3. Example
5.12.2. 2D derivation: Enhance Default views
5.12.2.1. Create New 2D drawing
5.12.2.1.1. Create drawing
5.12.2.1.2. Save drawing
5.12.2.2. Allocate 2D derivation in PARTproject
5.12.2.3. Display in the PARTdataManager
5.12.2.4. Export into CAD system
5.12.2.5. Add dimensioning directly before transferring to PARTdataManager
5.12.3. 2D derivation: Create your own Combination views (*.dw)
5.12.3.1. Basics
5.12.3.2. Edit Combination views in Edit mode
5.12.3.3. [Template] with basic information
5.12.3.4. [Description] for display name
5.12.3.5. [ELEMENT_grid] to place several derivations
5.12.3.6. [ELEMENT_box] as wildcard element
5.12.3.7. [ELEMENT_derivation] for one single derivation
5.12.3.8. [ELEMENT_text] Text
5.12.3.9. [ELEMENT_table] Table
5.12.3.10. [ELEMENT_frame] Combine more elements in frame
5.12.3.11. [Formats] Different paper formats
5.12.3.12. Translations
5.12.3.13. DW files per table line
5.13. Create Dimensioning views (Technical details)
5.13.1. Create Dimensioning views with PARTdesigner
5.13.1.1. Select *.3db object
5.13.1.2. Dimensioning *.3db Object
5.13.2. External creation and import/conversion of Dimensioning views
5.13.3. *.tif files
5.13.4. Image-table connection
5.14. Add projects to classification
5.14.1. Assignment of classifications and attributes
5.14.1.1. Assignment of classifications and attributes at project level
5.14.1.1.1. Allocate classifications
5.14.1.1.2. Assign Attributes
5.14.1.2. Assignment of classifications and attributes at directory level
5.14.1.2.1. Allocate classification
5.14.1.2.1.1. Manual Input
5.14.1.2.1.2. Automatic take-over
5.14.1.2.2. Allocate Attributes
5.14.1.2.2.1. Set attribute
5.14.1.2.2.2. Map variables from other class
5.14.1.2.2.3. Get class variables from file
5.14.1.2.3. Use classification from project
5.14.2. Index update
5.14.3. Classifying own parts
5.14.3.1. Value take-over from the Measure dialog window
5.15. Apply own Class system
5.15.1. Call up
5.15.2. Create class system
5.15.3. Edit class system
5.15.3.1. Building/editing class system
5.15.3.2. Create / edit attributes
5.15.4. Classify part / edit attributes
5.15.4.1. Index update
5.15.4.2. Assign class
5.15.4.3. Edit attributes
5.15.4.4. Index update
5.15.5. Own classes in PARTdataManager
5.15.5.1. Selection via "Classes" tabbed page
5.15.5.2. Part information
5.15.5.3. Show class attributes in the column header of the table
5.15.6. Class systems: export translations...
5.15.7. Class systems: Import translations...
5.16. Class systems: map...
5.16.1. Overview
5.16.2. Create new mapping
5.16.2.1. Configure mapping strategy
5.16.2.1.1. Levenshtein strategy
5.16.2.1.2. eClass upgrade strategy
5.16.3. Edit mapping
5.16.4. Map class systems: Example
5.17. Published elements
5.17.1. General
5.17.2. Creating the published elements
5.17.2.1. Published element - Select face
5.17.2.2. Published element - Select sketch
5.17.2.3. Published element - Select plane
5.17.2.4. Published element - Choose connection point
5.17.3. Published elements in the CAD system
5.17.4. Display in PARTdataManager
5.17.5. Name mapping for published elements
5.18. Classify threaded connections (own company standards)
5.18.1. Connection points at threaded connections
5.19. Create catalogs - Quick & Simple
5.19.1. Prepare catalog data (provided by customer as standard)
5.19.2. Import data / Create catalog
5.19.3. Settings via configuration file
5.19.4. Post-processing
5.20. Tips and tricks
5.20.1. Renaming variables
6. PARTproject QA
6.1. Which objectives are achieved with PARTproject QA?
6.2. Process chain in an overview
6.3. PARTproject QA: Basics
6.3.1. Installation QA Modules
6.3.2. Activate QA
6.3.3. PARTproject QA: Svn Login
6.3.4. Download catalog from server
6.3.5. Update catalog
6.3.6. Test projects in the PARTdataManager
6.4. Symbols of QA-status and Versioning system
6.4.1. Symbols QA-status
6.4.2. Symbols Versioning system
6.5. Editing catalogs
6.5.1. Creating a directory structure
6.5.1.1. Download catalog from server
6.5.1.2. Creating a new directory / project
6.5.1.3. Rename folder
6.5.1.4. Uninstall catalog
6.5.1.5. Delete directory/Delete project
6.5.1.6. Move folder/Move project
6.5.2. Uploading working material
6.5.3. Modelling
6.5.3.1. Versioning system
6.5.3.1.1. Show status of the file
6.5.3.1.2. Checking out projects / directories (for editing)
6.5.3.1.3. Edit project / directory
6.5.3.1.4. Check in project (set read-only)
6.5.3.1.5. Upload changed data of the project to the server
6.5.3.1.6. Download changed data of the project from the server
6.5.3.2. Set QA status
6.5.3.2.1. Level 1
6.5.3.2.2. Level 2
6.5.3.2.3. Level 3
6.5.3.2.4. Level 4
6.5.3.2.5. Level 5
6.5.3.2.6. Level 6
6.5.3.2.7. Level 7
6.5.3.2.8. Level 8
6.5.3.3. Comments - History
6.5.3.3.1. Comments at SVN level
6.5.3.3.1.1. Uploading
6.5.3.3.1.2. Downloading
6.5.3.3.2. Comments on QA status level
6.5.3.3.2.1. Changes at directory level
6.5.3.3.2.2. Changes at project level
6.6. History tab page
6.7. QA check tab page
6.8. History analyzer
6.9. Add ERP-Mapping... / Edit ERP-Mapping...
6.9.1. Complete workflow at a glance
6.9.1.1. Add ERP-Mapping... and Edit ERP-Mapping... (catalog modeling)
6.9.1.2. Installation of catalog update (at the customer)
6.9.2. User interface and a simple use case
6.9.3. The most important use cases
6.9.3.1. Interchanged lines - Expired lines
6.9.3.2. Project removed
6.9.3.3. Change of project name
6.9.3.4. Changes of decimal places
6.9.3.5. Renaming of value range variables
6.9.3.6. Renaming of fixed variables
6.9.3.7. Changing a fixed variable into a value range variable
6.9.3.8. Change of value range values
6.9.3.9. Change of value range
6.9.3.10. Splitting of project with value range variable in two projects with fixed variable
6.9.3.11. Merging 2 projects with fixed variables in one project with value range variable
6.9.3.12. Resolved value range
6.9.4. User interface: Reference of icons and functions in detail
6.10. Publish catalog
6.10.1. Prepare catalog
6.10.2. Generate QA catalog... | Publish Live state...
6.10.3. Info dialogs: Messages... | Publication status | Publishing history | Log file
6.10.3.1. Messages...
6.10.3.2. Publication status
6.10.3.3. Publishing history
6.10.3.4. Log file
6.10.4. Settings
6.10.5. Release Notes
6.11. Troubleshooting
6.11.1. Update V9 to V10 / QA commands not displayed anymore
6.11.2. eCATALOGsolutions: PARTproject QA - Solve SVN conflict
6.11.3. Delete lock-files / Repair directory
6.11.3.1. Delete lock-files
6.11.3.2. Repair directory
6.11.4. Error message "Attempted to lock an already-locked dir"
7. PARTdesigner parametric tool
7.1. Function
7.2. Calling PARTdesigner
7.3. User interface
7.4. Create 3D model: Small example from A to Z
7.5. Create table: Small example from A to Z
7.6. 3D History docking window
7.6.1. What are Features?
7.6.2. Part (name) context menu
7.6.2.1. Identification data...
7.6.2.2. Insert Fixed plane...
7.6.2.3. Exchange base planes (part)
7.6.2.4. Import foreign geometries
7.6.2.5. Dependencies... (part)
7.6.2.6. Search
7.6.2.7. Rotate (part)
7.6.2.8. Pan (part)
7.6.2.9. Mirror
7.6.3. Context menu base plane
7.6.3.1. Settings... (base plane)
7.6.3.2. New sketch... (base plane)
7.6.3.3. New 2-D sketch... (base plane)
7.6.3.3.1. Buttons in connection with New 2D drawing
7.6.3.3.1.1. Text
7.6.3.3.1.2. Polyline
7.6.3.3.1.3. ellipses
7.6.3.3.1.4. Insert hatch
7.6.3.3.1.5. Dimensioning mode
7.6.3.4. Dependencies... (Plane Feature)
7.6.3.5. Insert new plane... (Plane Feature)
7.6.3.6. Delete plane (Plane Feature)
7.6.3.7. Visible (Plane Feature)
7.6.3.8. Paste sketch
7.6.4. Sketch context menu
7.6.4.1. Edit...
7.6.4.2. Duplicate sketch
7.6.4.3. Construction sketch
7.6.4.4. Base
7.6.4.4.1. Extrude...
7.6.4.4.2. Rotate...
7.6.4.5. Cut
7.6.4.5.1. Extrude...
7.6.4.5.2. Rotate...
7.6.4.6. Copy (only sketch)
7.6.4.7. Cut (including dependencies) - Move complete history tree
7.6.4.8. Rename
7.6.4.9. Delete...
7.6.4.10. Show error...
7.6.4.11. Dependencies...
7.6.4.12. Visible in this configuration
7.6.4.13. Set mark
7.6.5. Extrusion and/or rotation feature context menu
7.6.5.1. Edit... (Base extrusion / Cut extrusion)
7.6.5.2. Show error... (Base extrusion / Cut extrusion)
7.6.5.3. Rename... (Base extrusion / Cut extrusion)
7.6.5.4. Delete... (Base extrusion / Cut extrusion)
7.6.5.5. Dependencies... (Extrusion feature)
7.6.5.6. Convert to cut / Convert to base
7.6.5.7. Set mark
7.7. 3D view docking window
7.7.1. Face attributes
7.7.1.1. Assign face attributes
7.7.1.2. Set face attributes to several faces at once
7.7.1.3. Texture and color changes for whole part
7.7.1.4. Edit / display attributes already used in the Face class browser
7.7.1.5. Face attributes
7.7.1.6. The individual Face attributes
7.7.1.6.1. Color (SYS_FaceAttributeColor)
7.7.1.6.2. Layer (SYS_FaceAttributeLayer)
7.7.1.6.3. Render material (SYS_FaceAttributeRenderMaterial)
7.7.1.6.4. Text (SYS_FaceAttributeText)
7.7.1.6.4.1. CAD text attribute on face
7.7.1.6.4.2. HTML text attribute on face
7.8. Variable Manager docking window
7.8.1. Variable Manager - The most imortant at a glance
7.8.2. Create new variable
7.8.3. Change variable value
7.8.4. Rename variable
7.8.5. Delete variable
7.8.6. Sort variables (in characteristic attribute table)
7.8.7. Mark dependent elements
7.8.8. Variable Manager - The individual parameters
7.8.9. Save location: Only in geometry | Only in table | In geometry and table
7.8.9.1. Unknown variable (Error message)
7.8.9.2. Using mathematical function in Sketch or Attribute algorithm?
7.8.10. Attribute algorithms
7.8.10.1. Mathematical functions (Attribute algorithm)
7.8.10.2. Translation functions
7.8.11. Value ranges
7.8.11.1. Type "Value range variable"
7.8.11.2. Type "Value range variable with naming"
7.8.11.3. Type "Value range variable with graphics"
7.8.11.4. Type "Value range variable" in combination with IF condition (attribute algorithm)
7.8.11.4.1. IF condition: Simple example
7.8.11.4.2. IF condition: Value range variable controlled by other
7.8.12. Identification type
7.8.13. Standard variables
7.8.13.1. Transfer Order number to the CAD
7.8.13.2. Mark parts to be avoided
7.9. Sketcher docking window
7.9.1. Overview of user interface
7.9.2. Launching the Sketcher
7.9.2.1. Create new sketch
7.9.2.2. Edit sketch
7.9.3. Function buttons
7.9.3.1. Basics for use
7.9.3.2. Point
7.9.3.2.1. Connection points for assembly construction
7.9.3.2.1.1. General connection points
7.9.3.2.1.2. Name conventions for Connection points and Insertion lines
7.9.3.2.1.3. Direction of connection points
7.9.3.2.1.4. Connection points at miters
7.9.3.2.1.5. Connection points at connection elements
7.9.3.2.1.6. Create Connection line
7.9.3.2.2. Create pattern
7.9.3.2.2.1. Create pattern with same alignment
7.9.3.2.2.2. Create rotated pattern
7.9.3.2.2.2.1. Create pattern with circular orientation
7.9.3.2.2.2.2. Angular borings
7.9.3.2.2.2.3. Arrange borings to points of reference
7.9.3.2.2.2.4. Move point of reference of rotated pattern
7.9.3.2.2.3. Irregular patterns
7.9.3.2.2.4. Using face attributes for patterns
7.9.3.2.3. Sweep
7.9.3.2.4. Connection points as Published elements for automatic placement in the CAD
7.9.3.3. Lines
7.9.3.3.1. Line through 2 points
7.9.3.3.2. Create parallel line
7.9.3.3.3. Perpendicular to line through point
7.9.3.3.4. Midpoint perpendicular to line
7.9.3.3.5. Bisect angle between 2 lines
7.9.3.3.6. Line at angle to line with length
7.9.3.3.7. Line at angle to horizontal, length
7.9.3.3.8. Horizontal line
7.9.3.3.9. Vertical line
7.9.3.3.10. Line tangent to 2 circles
7.9.3.3.11. Tangent from point to circle
7.9.3.4. N-edge
7.9.3.5. Circle
7.9.3.6. Arc
7.9.3.7. Delete
7.9.3.8. Transform
7.9.3.8.1. Move selection
7.9.3.8.2. Mirror selection
7.9.3.8.3. Rotate selection
7.9.3.8.4. Matrix copy
7.9.3.8.5. Variant copy
7.9.3.9. Attributes
7.9.3.10. Edit existing geometry
7.9.3.10.1. Insert Chamfer/Fillet... with Blend feature
7.9.3.10.1.1. What is the purpose of the Blend Feature
7.9.3.10.1.2. What is NOT the purpose of the Blend Feature
7.9.3.10.1.3. Basics - Create chamfer or fillet
7.9.3.10.1.4. General tips & notes
7.9.3.10.1.5. What should be considered
7.9.3.10.1.5.1. All blends, whose edges meet, have to be made as one blend
7.9.3.10.1.5.2. Blends in pattern
7.9.3.10.1.5.3. Tangent continuous
7.9.3.10.1.5.4. Preview presentation for Chamfer/Fillet
7.9.3.10.1.5.5. Face selection
7.9.3.10.1.5.6. Combination of Sweep and Blend
7.9.3.10.1.5.7. Depiction of Chamfer/Fillet in different CAD systems
7.9.3.10.1.6. Not supported installation situations
7.9.3.10.1.6.1. Function "Generate sketch on selected face" needs at least one edge without Blend
7.9.3.10.1.6.2. Several intersecting chamfers/fillets and Blend feature in addition
7.9.3.10.1.6.3. Edges resulting from Blends
7.9.3.10.1.6.4. Maximum radius of Chamfer/Fillet
7.9.3.10.1.6.5. Blends whose edges meet with different size each
7.9.3.10.1.6.6. Combination of a fillet and a chamfer
7.9.3.10.1.6.7. Radius of chamfer/fillet larger than distance to adjoining geometry
7.9.3.11. Threads
7.9.3.11.1. Cylindrical thread by length
7.9.3.11.1.1. Outer thread with example pin
7.9.3.11.1.1.1. Regular thread
7.9.3.11.1.1.2. Different pitches and derived automatic calculations for e.g. Row Label and Core diameter
7.9.3.11.1.2. Inner thread using the example of a cap nut
7.9.3.11.2. Conical thread by lengths
7.9.3.11.2.1. Regular thread
7.9.3.12. File management
7.9.3.12.1. *.dbs-, *.skt bzw. *.hsk files - "Insert sketch" window
7.9.3.12.2. Window „DXF Import“
7.9.4. Sketch history
7.9.5. Context menus of Sketch history
7.9.5.1. Change parameter
7.9.5.2. Rotation axis
7.9.5.3. Delete step
7.9.5.4. Mark dependent elements
7.9.5.5. Delete step include dependent elements
7.9.6. Mathematical functions (Sketch)
7.10. 2D derivation docking window
7.11. Table docking window
7.11.1. Add row
7.11.2. Delete row
7.11.3. Duplicate row
7.11.4. Move row up
7.11.5. Move row down
7.11.6. Debugger
7.11.7. Cursor movement up or down
7.11.8. Cut
7.11.9. Copy
7.11.10. Paste
7.11.11. Overwrite
7.11.12. Delete
7.11.13. Show/hide value range columns
7.11.14. Show/hide columns with attribute algorithms
7.11.15. Save as CSV file
7.11.16. Import CSV file
7.11.17. Show variable dependencies
7.11.18. Sort
7.11.19. Fill columns
7.12. File management
7.12.1. New
7.12.2. New table
7.12.3. Open
7.12.4. Save or Save as...
7.12.5. Save as CSV file
7.12.6. Import CSV file
7.12.7. Identification data
7.12.7.1. Geometry
7.12.7.2. Table
7.12.7.3. Guideline for NB, SHORTNB, LINA definition and Identification type
7.12.8. Recent parts
7.12.9. Close
7.13. View-Menü
7.14. Extras menu
7.14.1. Resolve value ranges...
7.14.2. Settings...
7.14.2.1. PARTdesigner menu item
7.14.2.2. Sketcher (feat.) menu item
7.14.2.2.1. Color settings
7.14.2.2.2. Performance
7.14.2.2.3. Grid
7.14.2.3. Formula optimizer tabbed page
7.14.2.4. Other menus
7.14.3. Physical properties of the part
7.15. Help menu (?)
7.16. More functions
7.16.1. Export
7.16.1.1. Case 1 - Export 3D part to 3D CAD system
7.16.1.2. Case 2 - Export 3D part to 2D CAD system
7.16.2. Automatic recalc on/off
7.16.3. Test part
7.16.4. Search
7.17. License selection dialog box at Floating licensing
8. Assistants
8.1. Overview on different types of assistants
8.2. Create Search assistant / Calculation assistant
9. Configurator (Assemblies in PARTdataManager)
9.1. Function
9.2. Function with other modules
9.3. Project types
9.3.1. Configuration
9.3.2. Template
9.3.3. Assembly-Table-Project
9.4. Launch
9.4.1. Bestehende Konfiguration aus PARTproject öffnen
9.4.2. Create new set of rules
9.4.3. Show configurations and tables
9.5. GUI
9.5.1. Context menus: "Configurator" dialog
9.5.1.1. Context menu of assembly
9.5.1.1.1. Open tree
9.5.1.1.2. Properties...
9.5.1.1.2.1. General
9.5.1.1.2.2. Type
9.5.1.1.2.3. Center point
9.5.1.2. Context menu of "Parts" directory
9.5.1.2.1. Insert part...
9.5.1.3. Context menu of single parts
9.5.1.3.1. Properties...
9.5.1.3.2. Delete...
9.5.1.3.3. Edit in PARTproject...
9.5.1.3.4. Show links
9.5.1.4. Context menu of "Table restrictions" directory
9.5.1.4.1. Properties
9.5.1.5. Context menu of index “Value range assignments“
9.5.1.5.1. Properties
9.5.1.6. Context menu of index "Conditions"
9.5.1.6.1. Insert condition...
9.5.1.6.1.1. Window Condition properties
9.5.1.6.1.2. Context menu of the fields Condition 1 and Condition 2
9.5.1.7. Context menu of a connection point
9.5.1.7.1. Properties
9.5.1.7.2. Positioning
9.5.1.7.3. Positioning - Example
9.5.1.7.4. Conditions
9.5.1.7.4.1. Conditions - Example 1
9.5.1.7.4.2. Conditions - Example 2
9.5.1.7.4.3. Conditions - Example 3
9.5.2. Context menus: "Assembly" Dialog
9.5.2.1. Context menu of the assembly
9.5.2.1.1. Search...
9.5.2.1.2. Transparency
9.5.2.1.3. Edit in PARTproject...
9.5.2.1.4. Insert (part)
9.5.2.2. Context menu of part
9.5.2.2.1. Zoom
9.5.2.2.2. Delete
9.5.2.2.3. Transfer to PARTbom
9.5.2.2.4. Transparency
9.5.2.2.5. Edit in PARTproject...
9.5.2.3. Context menu of a connection point
9.5.3. Context menus: 3-D / 2-D / technical details
9.5.4. Menus
9.5.4.1. File
9.5.4.1.1. Open
9.5.4.1.2. Saving templates
9.5.4.2. Export
9.5.4.3. View
9.5.4.4. Configurator
9.5.4.4.1. New
9.5.4.4.2. Save configuration / Save configuration as
9.5.4.4.3. Create translation file
9.5.4.4.4. Show configurations and tables
9.5.4.5. Extras
9.5.4.6. Window
9.5.4.7. ? (Help)
9.6. What does it mean if...
9.7. Example 1- Create Set of rules
9.7.1. PARTdesigner: Defining connection points
9.7.1.1. Connection point of single part 1 (Plate)
9.7.1.2. Connection point of single part 2 (Butterfly screw)
9.7.2. Configurator: Add new configuration
9.7.2.1. Insert start element
9.7.2.2. Inserting the butterfly screw
9.7.2.3. Add components to the Assembly menu
9.7.2.4. Connect the components via rules
9.7.2.4.1. Plate: Assign connection point (Drill) and butterfly screw
9.7.2.4.2. Defining first condition
9.7.2.4.3. Define second condition
9.7.2.5. Save configuration
9.7.2.6. Save configuration as
9.7.3. Create index
9.7.4. PARTdataManager: Open the new assembly
9.8. Example 2 - Create an Assembly-Table-Project
9.8.1. Create dummy starting part
9.8.2. Create Assembly configuration
9.8.2.1. Adding assemblies
9.8.2.2. Rules
9.8.2.3. Conditions
9.8.3. Testing the Assembly Configuration
9.8.4. Create template
9.8.5. Create Assembly-Table-Project
9.9. Example 3 - Create subassembly
9.9.1. Inserting elements
9.9.2. Release of the connection points
9.9.3. Adopt the i-beam in the Assembly
9.9.4. Rule – pipe clip
9.9.5. Insert pipe clip parts
9.9.6. Position pipe clip
9.10. Example 4 - Automatic dimensioning
9.11. Example 5 - Configure own 2-D derivations
10. PARTtemplateDesigner - Create datasheets
10.1. Create template from A to Z
10.2. Open existing catalog template
10.3. Basic functions / settings
10.3.1. "Basic functions" toolbar
10.3.2. Template configuration
10.3.3. Designer configuration
10.3.4. "File" menu
10.4. "Elements" toolbar
10.4.1. Create / change Elements
10.4.2. General settings
10.4.3. Page settings
10.4.4. Geometry
10.4.5. Text
10.4.6. Table
10.4.7. 3D view
10.4.8. U3D
10.4.9. Derivation
10.4.10. Technical view
10.4.11. Image
10.4.12. Flash
10.4.13. QRCode
10.5. "Layer" tabbed page/dialog box
10.6. Edit Media Variables in the Media editor
10.6.1. Create / edit Media Variables
10.6.1.1. Create Media Variables
10.6.1.2. Edit Media Variables
10.6.2. Edit table variables
10.6.3. Hide table columns
10.7. Edit Media Variables in PARTproject
10.7.1. Inherit variable properties
10.7.2. Translate Media Variables
11. Interactive Product Configurator
11.1. Modeling guidelines
11.1.1. Assemblies
11.1.2. Direction of connection points
11.1.3. Name conventions for Connection points and Insertion lines
11.1.4. Create Connection line
11.1.5. Connection points at miters
11.1.6. Dummy starting part
11.2. XML file structure
11.2.1. Allparts
11.2.2. Part
11.2.3. Conparts
11.2.4. Baseparts
11.2.5. Categories
11.2.6. BOMexport
11.2.7. Replaceparts
11.2.8. Translation
12. PARTapplicationConfigurator
12.1. Program GUI
12.2. Open file
12.3. Delete projects
13. Setting options / 2-D derivation
13.1. Settings...
13.1.1. Launch
13.1.2. "Table" tabbed page
13.1.3. "Bill of material" tabbed page
13.1.4. "META" tabbed page
13.1.5. "Assembly" tabbed page
13.1.6. „Line Settings “tabbed page
13.1.7. "Log settings" tabbed page
13.1.8. "3D settings" tabbed page
13.1.8.1. Templates
13.1.8.2. "Elements" tabbed page
13.1.8.2.1. Display
13.1.8.2.2. Line colors / thickness
13.1.8.2.3. Threads
13.1.8.2.4. Center point
13.1.8.3. "Environment" tabbed page
13.1.8.3.1. Background colors
13.1.8.3.2. Background texture
13.1.8.3.3. Logo
13.1.8.3.4. Environment sphere
13.1.8.3.5. Floor
13.1.8.4. "Miscellaneous" tabbed page
13.1.8.4.1. Handling
13.1.8.4.2. Mouse and keyboard assignment
13.1.8.4.3. Correct aspect ratio
13.1.8.4.4. Other
13.1.8.4.5. Controls
13.1.8.4.6. Standard material
13.1.9. "Part selection" tabbed page
13.1.9.1. Size of preview
13.1.9.2. Sorting
13.1.9.3. Project statements
13.1.9.4. Document types
13.1.10. "Network" tabbed page
13.1.11. "Web assistant" tabbed page
13.1.12. "Export to CAD" tabbed page
13.1.13. "Administrator" tabbed page
13.1.14. "2D view" tabbed page
13.1.15. "Search" tabbed page
13.1.15.1. General
13.1.15.2. Text search
13.1.15.3. Sketch search (2D)
13.1.15.4. Geometric search (3D)
13.1.15.5. Color search
13.2. Create 2D derivation
13.2.1. Calling 2-D drafting
13.2.2. "2D view" dialog box
13.2.2.1. Standard views
13.2.2.1.1. Current view
13.2.2.2. Combination views
13.2.2.2.1. Render mode
13.2.2.2.2. Scale and Paper formats
13.2.2.2.2.1. Scale, position sketch elements in 2D view
13.2.2.2.2.2. Adjust paper format in 2D view
13.2.2.3. Settings / visibility
13.2.2.4. Alternative 2D size Optimize drawing view on paper size /
13.2.2.5. Add dimensioning in PARTdataManager before the export
13.2.2.6. Transfer special derivations or technical views to CAD system
13.2.3. Context menu and buttons "2D view" window
14. Measure
15. FAQ
15.1. Help
15.2. Context help...
15.3. About
15.4. Licenses
15.4.1. License information
15.4.1.1. "General" tabbed page
15.4.1.2. "License selection" tabbed page
15.4.1.3. "Expiring licenses" tabbed page
15.4.1.4. "Active licenses" tabbed page
15.4.1.5. "Checkout" tabbed page
15.4.2. Licensing
15.4.2.1. "Request licenses online" tabbed page for single workstation license
15.4.2.2. "Request licenses online" tabbed page with FLM license
15.4.2.3. Entering licenses... (Single workstation)
15.4.2.4. Check licenses... (Single workstation)
15.4.2.5. Change licenses (Single workstation)
15.4.2.6. Entering licenses... (FLM)
15.4.2.7. Check licenses... (FLM)
15.4.2.8. No valid license available
15.5. System info/Support
15.6. PARTconcept: Ticketing
15.7. Remote maintenance
15.8. Global Logging System
15.9. 3D preview
15.10. Directories - Change sorting
16. Appendix
16.1. PARTdesigner-Expressions
16.2. Constants, Functions, Operators, mathematical expressions
16.2.1. Fortran Syntax
16.2.2. SQL Syntax
16.2.3. Constants
16.2.4. Operators
16.2.5. Functions
16.2.6. Examples
16.2.6.1. Example 1
16.2.6.2. Example 2
16.2.6.3. Example 3
16.2.6.4. Example 4
16.3. Regular expression
16.4. Third Party License Information
Index