6.10.2.1.5. Installation of catalog update (at the customer)

[Tip]Tip

Download only the CIP file under Catalog update -> Online.

To do this, uncheck Install after download.

Then switch to the Catalog update -> Offline variant. With the offline variant, you can always view the ERP status (possibly also PLM status) of the data records BEFORE installation. The Check and Compare functions are also available here.

In the following the procedure of an offline catalog update is explained.

  1. If you deactivated the Install after download option under Catalog update -> Online, the downloaded catalog files are now located in the temporary download directory [Download directory] that you specified in the settings dialog.

    Open the CIP file by clicking on Open (selection in the Explorer window).

  2. Click on Install.

    -> The CIP Installation dialog box opens with the options Yes - check catalogs [Yes - Check Catalog] and No - install immediately [No - Install now]:

    • Yes - Check Catalog

      The system checks whether there are data records with the status to be checked [to check] and/or not mapped.

      [Note]Note
      • to be checked [to check]: This status should not actually occur, as publishing without ERP mapping is not permitted.

      • not mapped: This status appears in the event of incorrect mapping, errors during installation or missing mapping.

      • If data records with the status to be checked [to check] or not mapped are found, the Protocol, ERP Status and PLM Status tabs are displayed in the CIP Installation dialog box after the check, otherwise the installation takes place immediately.

        [Note]Note

        If you want to perform a check in any case, do not click on Install, but on Check (see below).

        • Protocol register page

          The number of data records per status [Status] is listed on the Log [Protocol] tab page (details below): (The same result as for Simulate ERP update, see Fig. „ Protocol tab page“)

          • successful (incl. tested [checked] )

          • expired

          • to check

          • not mapped

          CIP Installation " dialog box -> "Protocol" [Protocol] tab page

          CIP Installation " dialog box -> "Protocol" [Protocol] tab page

        • ERP status [ERP Status] tab page

          The status (checked [checked], successful, expired and not mapped ) is displayed for all affected ERP numbers, as well as Path, Path (new), NB and NB (new).

          • checked: Mapping verified by mapping file (green tick)

          • successful: The automatic check was successful. These are the projects that do not need to be verified. However, these may appear in the mapping dialog. These are the projects without an icon, which appear because the tab file has changed but does not have an Icon because nothing needs to be mapped (e.g. a new line has been added).

          • to be checked [to check]: This status should not actually occur, as publishing without ERP mapping is not permitted.

          • expired: Lines that have been verified with a red x in red, i.e. lines that no longer exist, as well as lines that have been mapped to "nothing" using conditions [Conditions].

          • not mapped: This status appears in the event of incorrect mapping, errors during installation or missing mapping.

          CIP Installation " dialog box -> "ERP Status" [ERP Status] tab page

          CIP Installation " dialog box -> "ERP Status" [ERP Status] tab page

          If the Protocol, ERP Status and PLM Status tabs are displayed in the CIP Installation dialog box, there are data records with Status to check [69]and/or not mapped.

          This means processing using the Update Manager [Update manager] [70] is necessary.

          [Note]Note

          Status "not mapped [not mapped] " must be confirmed in the Update Manager [Update manager].

          If the installation is to be carried out after the check, activate the checkbox next to the desired catalogs and click on Install selected catalogs, otherwise click on Cancel.

          [Note]Note

          If problems occurred, at the end of the installation following note is displayed:

          There were mapping problems in the LinkDB. Please correct these in the UpdateManager.

          Click on the link to go directly to the Update Manager.

        • PLM Status tab page

      • If there are no data records with the note to check or not mapped, the installation runs through without any further information. At the end of the installation, the Log [Protocol], Status and Status ERP [ERP Status] tabs are displayed again - this time in the standard dialog area of Catalog update -> Offline.

    • No - Install now

      The installation starts immediately. At the end of the installation, the Protocol, Status and Status ERP [ERP Status] tabs are displayed - this time in the standard dialog area of Catalog update -> Offline.

Result after installation has been completed:

At the end of the installation, the Protocol, Status and Status ERP [ERP Status] tabs are displayed - this time in the standard dialog area of Catalog update -> Offline.

  • Protocol

    The Protocol tab page is currently open.

    If problems occurred, the message There were assignment problems in the LinkDB [There were mapping problems in the LinkDB. Please correct these in the UpdateManager.] is displayed on the Log [Protocol] tab page . [There were mapping problems in the LinkDB. Please correct these in the UpdateManager.] Please clean these up in the UpdateManager. [There were mapping problems in the LinkDB. Please correct these in the UpdateManager.] [71] During the very first catalog update with V10 or V11, the mappings must be carried out manually one last time (with the Update Manager [Update manager] ), but after that, stored ERP mappings take effect and manual intervention is only necessary in rare exceptional cases if an adjustment cannot be made automatically.

  • Status

    On the Status tab page, you will find a detailed list of the status of the individual projects.

    The following table shows the meaning of the symbols.

    Field/column

    Meaning

    P

    ...stands for project

    T

    ...stands for table

    3

    ...stands for 3D view

    !

    First appearance

    >

    New version

    =

    Same version

    x

    deleted

  • ERP Status

    On the Status ERP [ERP Status] tab page, you will find a list of all ERP numbers with their update status (successful [successful], expired, to be checked [to check] and not mapped ), as well as old path, new path, old NB and new NB. Explanations of the individual statuses can be found above.

Update manager

By default, the Log [Protocol] tab page displays the message There were assignment problems in the LinkDB. Please clean these up in the UpdateManager. [There were mapping problems in the LinkDB. Please correct these in the UpdateManager.] Click on the UpdateManager link to open it.

You can simply test whether there is anything to edit: In the Update Manager [Update manager], deactivate the Show assigned rows [Show mapped lines] button.

-> Only the rows for which there have been changes that have not yet been confirmed are then displayed on the right under Row assignment [Line mapping].

If everything could be mapped automatically, nothing more can be selected. Otherwise, carry out the mappings with the Update Manager. You can find details on this under Section 4.15.3, “ Catalog update with ERP link - Fix assignment problems with Update Manager ” in PARTsolutions Administration - Manual .

Show assigned rows [Show mapped lines] " button activated.

Show assigned rows [Show mapped lines] " button activated.

Button "Show assigned rows [Show mapped lines] " deactivated: Only directories with an icon are displayed (none in this example).

Button "Show assigned rows [Show mapped lines] " deactivated: Only directories with an icon Button "Show assigned rows [Show mapped lines] " deactivated: Only directories with an icon are displayed (none in this example). are displayed (none in this example).

PARTlinkManager

If you work with the variables ACTIVE_STATE and/or REQUESTED_STATE in the ERP rules, view the statuses in the PARTlinkManager.

You have a better overview if you activate the Hide old component versions [Hide old versions of parts] button.

ACTIVE_STATE was automatically set to Released for all non-hidden or filtered projects.

If necessary, you can set the status manually under Set fields.

Simulate ERP update

You also have the option of retrieving information on changes before the catalog update is installed (even if only the statuses successful and/or expired occurred, i.e. no editing is necessary in the Update Manager [Update manager] ).

  1. Click on the Check button.

    -> The Check dialog box opens.

  2. Click on Simulate ERP update.

    -> A test run is processed.

  3. The Protocol, Status and Status ERP [ERP Status] tabs are displayed again in the dialog box:

    • Protocol

      An overview is displayed on the Log [Protocol] tab page, divided into the following categories:

      • Records successful

      • Records expired

      • Records to check

      • Records not mapped

      Protocol tab page

      Protocol tab page

      • Export status: A corresponding dialog is displayed.

        Select the desired setting and click Export.

        • Export all

        • Deleted Export [Export deleted] (x)

        • Export new (!)

        • Export updates (>)

        -> An Explorer window is opened.

        Specify the storage location for a CSV file and confirm with Save.

      • Export ERP Status

        -> An Explorer window is opened.

        Specify the storage location for a CSV file and confirm with Save.

    • Status

      On the Status tab page, you will find a detailed list of the status of the individual projects.

      The following table shows the meaning of the symbols.

      Field/column

      Meaning

      P

      ...stands for project

      T

      ...stands for table

      3

      ...stands for 3D view

      !

      First appearance

      >

      New version

      =

      Same version

      x

      Deleted

    • ERP Status

      On the Status ERP [ERP Status] tab page, you will find a list of all ERP numbers with their update status (not mapped [not mapped], checked, successful and expired ), as well as Path, Path (new), NB and NB (new). Explanations of the individual statuses can be found above.




[69] The status to be checked [to check] should not actually occur if the ERP mapping has been executed, which is mandatory for publishing a catalog.

[70] Detailed information on the Update Manager [Update manager] can be found under Section 4.15.3, “ Catalog update with ERP link - Fix assignment problems with Update Manager ” in PARTsolutions Administration - Manual .

[71] On the Status ERP tab page, you can also see which ones. These are the ones marked as to be checked or those not found.