Chapter 3. PARTsolutions - PDM Integration
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Chapter 3. PARTsolutions - PDM Integration

Table of Contents

3.1. General information
3.1.1. ERP/PDM as leading systems
3.1.2. Basic workflow for "direct" PDM linking
3.1.3. Comparison: "pool integration" - total integration
3.1.4. Write a log file
3.1.5. Duplicates with Simple Assemblies
3.2. General Configuration in PDM
3.2.1. Activation of the interface
3.2.2. Keys "AppBeforeCreate" and "AppAfterCreate"
3.2.3. Activate PLMTABLE2
3.2.4. Key "ACTIVE_CAD"
3.2.5. Additional tasks
3.2.6. Revising
3.2.7. Return Mapping
3.2.8. More notes on configuration
3.2.9. Show CAD documents (PDM-ID) in 3Dfindit / PARTdataManager
3.2.10. Installation ERP / LinkDB
3.3. PDM-specific information and configuration
3.3.1. Creo - Windchill
3.3.1.1. Important terminology in connection with Creo-Windchill
3.3.1.2. Key Features
3.3.1.2.1. Login
3.3.1.2.2. Checkout
3.3.1.2.3. Checkin
3.3.1.2.4. Attribute mapping for Windchill
3.3.1.2.5. Set status
3.3.1.3. Installation / System requirements
3.3.1.4. Additional installation
3.3.1.4.1. Register DLL
3.3.1.4.2. JSP files
3.3.1.5. Configuration
3.3.1.5.1. The most important settings
3.3.1.5.2. Other settings
3.3.1.5.2.1. Searching with MasterOBID instead of Filename
3.3.1.5.2.2. Additional Tasks
3.3.1.6. Special notes
3.3.1.6.1. Clear Windchill-Creo cache automatically
3.3.1.6.2. Creo - Windchill with PLMsynchro: Autologin
3.3.1.6.3. Creo - Windchill: "Failed to add the document <wt.epm........> to workspace!" during conversion
3.3.2. Teamcenter
3.3.2.1. General information
3.3.2.1.1. Important terminology in connection with Teamcenter
3.3.2.1.2. How to find Name of Object/Reference
3.3.2.2. General configuration (for Teamcenter-CAD combinations)
3.3.2.2.1. Add PSOL Queries in TC
3.3.2.2.2. Additional Tasks
3.3.2.2.2.1. Additional Task: Change Owner
3.3.2.2.2.2. Additional Task: Move to Dynamic Folder
3.3.2.2.2.2.1. Problem solving: Problem while storing document when using TC_HOOK_SERVICE.moveToNewFolder
3.3.2.2.2.3. Additional Task: Attribute Mapping
3.3.2.2.2.4. Additional Task: Create Custom Dataset
3.3.2.2.2.5. Teamcenter classification can be filled with eClass basic or advanced information
3.3.2.2.3. Revise Document
3.3.2.3. Teamcenter - NX
3.3.2.3.1. Preconditions
3.3.2.3.2. Minimal configuration enabling export
3.3.2.3.2.1. Mapping between .pax file entries and ifnxteamcenter.cfg
3.3.2.3.3. Test run
3.3.2.3.4. Additional configuration
3.3.2.3.4.1. Determine target folder in TC
3.3.2.3.4.2. Return Mapping
3.3.2.3.4.3. Mandatory Teamcenter Properties
3.3.2.3.4.3.1. Configure "pax" file
3.3.2.3.4.3.2. Configure ifnxteamcenter.cfg
3.3.2.3.4.3.3. Record Journal
3.3.2.3.4.3.4. Set "CadDocumentAttributes" in ifnxteamcenter.cfg
3.3.2.3.4.3.5. Schema
3.3.2.3.4.3.6. Test export
3.3.2.4. Teamcenter - SolidEdge
3.3.2.4.1. Problem solution
3.3.3. SAP ECTR
3.3.3.1. General information
3.3.3.1.1. CAD systems
3.3.3.1.2. System preconditions
3.3.3.2. Installation (Basis and Addons)
3.3.3.3. Minimum interface configuration
3.3.3.3.1. General PLM configuration
3.3.3.3.2. SapEctr_public_api.cfg
3.3.3.3.3. ifSapEctr.cfg
3.3.3.4. Test run
3.3.3.5. Other configurations
3.3.3.5.1. General notes
3.3.3.5.2. Additional tasks
3.3.3.5.2.1. Revise Document
3.3.3.5.2.2. Checkin1
3.3.3.5.2.3. Document Set Short and Long Texts
3.3.3.5.2.4. Set Material Short and Long Texts
3.3.3.5.2.5. Document Create Variants
3.3.3.5.2.6. Create and Link Material
3.3.3.5.2.7. Set Document Classification Data
3.3.3.5.2.8. Set Material Classification Data
3.3.3.5.2.9. Document Apply Status Chain
3.3.3.5.2.10. Material Apply Status Chain
3.3.3.5.2.11. Search Document by Material
3.3.3.5.2.12. Begin Checkout Transaction
3.3.3.5.2.13. Text Preprocessing
3.3.3.5.3. Preview images
3.3.3.5.4. Return Mapping
3.3.3.5.5. Config for dll paths
3.3.3.6. Customizing PARTsolutions ERP interface
3.3.3.7. Different use cases
3.3.3.7.1. Most simple case (only PLM interface and CAD export)
3.3.3.7.2. Simple case with automatic material master creation (PLM interface, CAD export and CreateAndLink additional task)
3.3.3.7.3. Create document from empty line (without ERP number) - Manual assignment of SAP material in PSOL
3.3.3.7.4. Timestamp ERP_PDM_NUMBER - Dialog PSOL attributes - Material per additional task - Return Mapping
3.3.3.7.5. Timestamp ERP_PDM_NUMBER - Dialog PSOL attributes - Material per SAP mask - Return Mapping
3.3.4. Vault - Inventor
3.3.4.1. Trouble Shooting
3.3.4.1.1. Error during checkin of document
3.3.5. More systems
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2.3.11. Tekla Integration - Administration Home 3.1. General information