Table of Contents
- 5.1. Introduction
- 5.2. Installation Link database
- 5.2.1. Hardware requirements
- 5.2.2. ENTERPRISE 3Dfindit Setup
- 5.2.3. Configuration of the database server connection (exemplified by MSSQL)
- 5.2.4. Create database scheme and users for ERP (exemplified by MSSQL)
- 5.2.5. Set up ODBC data source
- 5.2.6. JDBC driver
- 5.2.7. ERP connection from ENTERPRISE 3Dfindit via ODBC/JDBC and ERP activation
- 5.3. Add / remove database columns
- 5.4. Backup/restore database
- 5.5. PARTapplicationServer Installation/Configuration
- 5.6. Name rule for the CAD file name
- 5.7. Set up ERP environment
- 5.7.1. ERP environment overview
- 5.7.2. Database connection
- 5.7.3. Configuration
- 5.7.4. Role sets
- 5.7.5. Create and configure roles
- 5.7.5.1. Roles: General " tab page
- 5.7.5.1.1. Dialog box for role selection - plinkgroups.cfg -> Block [Role name] -> Keys "DESC" and "IMAGE"
- 5.7.5.1.2. Preferred series - plinkgroups.cfg -> Block [Role_name] -> Key "PREFRANGE"
- 5.7.5.1.3. Display condition for part selection - Colored catalog index - plinkgroups.cfg -> Block [Role_name] -> Key "CONDITIONTREE"
- 5.7.5.1.4. Display condition for table rows - plinkgroups.cfg -> Block [Role_name] -> Key "TABRESTRICTION"
- 5.7.5.1.5. Filter condition for data records - plinkgroups.cfg -> [role name] -> key "CONDITION"
- 5.7.5.1.6. Columns to be displayed - plinkgroups.cfg -> Block [Role_name] -> Key "VARSUSED / VARSHIDDEN"
- 5.7.5.1.7. Export condition - plinkgroups.cfg -> Block [role name] -> Key "EXPORTRESTRICTION"
- 5.7.5.1.8. Export information (tooltip) at status lights - plinkgroups.cfg -> Block [Role_name] -> Key "TOOLTIPTEXTEXPORTON" / "TOOLTIPTEXTEXPORTOFF"
- 5.7.5.1.9. Release certain directories for export - plinkgroups.cfg -> Block [Role_name] -> Key "EXPPRJTAB" / plinktemplates.cfg
- 5.7.5.1.10. Catalogs to be suppressed / Show only these catalogs - plinkgroups.cfg -> Block [role name] -> Key "HIDELIST" / "EXCLUSIVELIST"
- 5.7.5.1.11. ERP variables visible in search results
- 5.7.5.2. Roles: PDM" tab page
- 5.7.5.3. Rollers: Tabbed page "Display"
- 5.7.5.4. Roles: Tabbed page "E-Mail"
- 5.7.5.5. Roles: Translations " tab page
- 5.7.5.6. Rollers: Tabbed page "Preferred rows"
- 5.8. ERP toolbar and menu (PARTdataManager)
- 5.9. ERP buttons and menu items (3Dfindit)
- 5.10. Table display in 3Dfindit/PARTdataManager and (PARTlinkManager)
- 5.10.1. Customize table values -> Customize text / plinkcommon.cfg -> Block [MAPPING_<COLUMN_NAME>] - Key for visible text
- 5.10.2. Adjust table values -> Adjust color / plinkcommon.cfg -> Block [COLMAPPING_<variable name>] - Key COLORCODE<number>
- 5.10.3. Adjust table values -> Adjust text and color / plinkcommon.cfg -> Block [MAPPING_<variable_name>] -> Key for visible text
- 5.10.4. Adjust table values -> Adjust color with condition / plinkcommon.cfg -> Block [COLMAPPING_<column name>] -> Key "COLORCOND<number>"
- 5.10.5. Adjust table values > Set bitmap (PDataMgr only) / plinkcommon.cfg -> Block [BMPMAPPING_<column_name>] - Key "BMPCODE<number>"
- 5.10.6. Adjust table values -> Set bitmap with condition (PDataMgr only) / plinkcommon.cfg -> Block [BMPMAPPING_<column_name>] -> Key "BMPCOND<number>"
- 5.10.7. Background color for ERP/PDM columns / plinkcommon.cfg -> Block [GROUP_COLORS] -> Key GROUP<number>
- 5.10.8. Determine column color by indicator in ERP column (very special) / plinkgroups.cfg -> Block [<Role_name>] -> Key "COLORNUMBERTREE"
- 5.11. Configure column display - plinkcommon.cfg -> Block [LINKDBFIELDS] -
- 5.12. Design "New ident number " dialog box - erpcustom.cfg -> Block [USERDIALOG]
- 5.12.1. Structure of the input dialog
- 5.12.2. USERDIALOG Translations
- 5.12.3. Ignore custom set values for the combobox - Key "USERDIALOG_SKIPDBLOAD"
- 5.12.4. Change default description text for ERP_PDM_NUMBER - erpcustom.cfg -> Block [VARS] -> Key "USERDIALOG_ERPNR"
- 5.13. Design "Request Ident Number" dialog box - erpcustom.cfg -> Block [REQUESTDIALOG]
- 5.14. Manual data administration
- 5.14.1. Creating ERP numbers
- 5.14.1.1. How and from where datasets come into LinkDB? - An overview
- 5.14.1.2. Create ERP number with 3Dfindit / PARTdataManager
- 5.14.1.2.1. Create timestamp ERP number yes/no (3Dfindit)
- 5.14.1.2.2. Create timestamp ERP number yes/no (PARTdataManager)
- 5.14.1.2.3. Create ERP number directly on export
- 5.14.1.2.4. Additional features
- 5.14.1.2.4.1. ERP Number Generator - erpcustom.cfg -> Blocks [ERP_NRGENERATOR] and [ERP_NRGENERATOR_CONDITIONS]
- 5.14.1.2.4.2. Duplicate check in the course of ERP number assignment
- 5.14.1.3. Create ERP number with PARTlinkManager
- 5.14.1.4. Create ERP numbers with PARTdataCenter
- 5.14.2. Create variants in PARTdataManager
- 5.14.3. Create variant in PARTlinkManager
- 5.14.4. Edit variant
- 5.14.5. Editing LinkDB in PARTlinkManager
- 5.14.6. Edit/delete data record with PARTdataManager
- 5.15. Complex workflows for data maintenance
- 5.15.1. Overview
- 5.15.2. Initial filling of the LinkDB / article assignment
- 5.15.3. Updating data
- 5.15.4. Create ERP numbers with direct link to SAP system
- 5.15.5. New application of parts with ERP Gateway
- 5.15.6. Distributed Locations - LinkDB Replication
- 5.16. Index update
- 5.17. Catalog update with ERP integration
- 5.17.1. Catalog update Standard information
- 5.17.2. Standard check on problems with mapping LinkDB entries
- 5.17.3. Catalog update with ERP link - Fix assignment problems with Update Manager
- 5.17.3.1. Catalog update (Tutorial) - Example 1
- 5.17.3.2. Catalog update (Tutorial) - Example 2
- 5.17.3.2.1. Preparations
- 5.17.3.2.2. Catalog update - Download
- 5.17.3.2.3. Assignment / release – Overview on the best approaches
- 5.17.3.2.4. PARTadmin - Check | Compare | Install
- 5.17.3.2.5. PARTlinkManager
- 5.17.3.2.6. Update Manager - Assignment of projects and LinkDB data records
- 5.17.3.3. Install update version
- 5.17.3.4. User interface of Update Manager
- 5.17.3.5. Functions
- 5.17.3.6. Catalog update with ERP link - check assignment problems BEFORE installation (table and 3D view)
- 5.17.3.7. Background information
- 5.17.4. ENTERPRISE 3Dfindit with LinkDB - Error handling for catalog updates
- 5.18. Further settings in plinkcommon.cfg
- 5.18.1. Keep original row / plinkcommon.cfg -> Block [PARTdataManager] -> Key "KeepOrgRow"
- 5.18.2. Pin dimension feature on/off / plinkcommon.cfg -> Block [PARTdataManager] -> Key "LockDimRange"
- 5.18.3. Function characteristic pin on/off / plinkcommon.cfg -> Block [PARTdataManager] -> Key "LockFunctionRange"
- 5.18.4. Login options / plinkcommon.cfg -> Block [PARTdataManager] -> Key "LoginMode"
- 5.18.5. PARTlinkManager: Line color at missing ERP_PDM_NUMBER / plinkcommon.cfg -> Block [COLORS]
- 5.18.6. E-mail settings / plinkcommon.cfg -> Block [MAIL]
- 5.18.7. Custom template for requesting an ERP number by e-mail / plinkcommon.cfg -> Block [MAIL] -> Key "TEMPLATE"
- 5.18.8. Update full-text search index after LinkDB changes / plinkcommon.cfg -> Block [Common] -> Key "UPDATESEARCHINDEX"
- 5.18.9. Standard designation - Standard designation (short) - Adapt parts list designation / plinkcommon.cfg -> Block [PARTdataManager] -> Key "NB" "ShortNB" "LINA"
- 5.18.10. ADDITIONALTABLES
- 5.19. Translation file "plinkcommon.def"
- 5.20. Further settings in "plinkgroups.cfg"
- 5.20.1. E-mail setting for "New ident number " dialog / plinkgroups.cfg -> Block [<Role_name>] -> Key "SENDTO" "SUBJECT" "SERVER" "ISHTML"
- 5.20.2. Own template for requesting an ERP number by e-mail / plinkgroups.cfg -> Block [<Role_name>] -> Key "TEMPLATE"
- 5.20.3. Standard designation - Standard designation (short) - Adapt parts list designation / plinkgroups.cfg -> Block [<Role_name>] -> Key "NB" "SHORTNB" "LINA"
- 5.21. Translation file "plinkgroups.def"
- 5.22. Further settings in erpcustom.cfg
- 5.22.1. Load additional scripts - erpcustom.cfg -> Block [LOAD]
- 5.22.2. Default value for "ACTIVE_STATE" for new part creation / erpcustom.cfg -> Block [VARS] -> Key "NEWASTATE"
- 5.22.3. Values of the "New ident number " dialog window - erpcustom.cfg -> Block [VARS] -> Key "SENDTO", "SENDFROM", "SUBJECT", "SERVER"
- 5.22.4. Values of the "New ident number " dialog window - erpcustom.cfg -> Block [VARS] -> Key "SENDTO", "SENDFROM", "SUBJECT", "SERVER"
- 5.23. 3Dfindit Customizing
- 5.23.1. Distributed code
- 5.23.2. Add plugin code
- 5.23.3. Configuration file for 3Dfindit (custom_config.json)
- 5.23.4. Determine default CAD geo search folder (3dfconfig.cfg)
- 5.23.5. Set CAD format download (pappserver.cfg)
- 5.23.6. Determine search template (geomsearch.cfg)
- 5.23.7. [WEB_ACTIONS] (erpcustom.cfg)
- 5.23.8. Standard workflows for CAD & PLM/PDM environment
- 5.23.8.1. Add ERP number to link database
- 5.23.8.2. Apply for ERP number via Part number manager
- 5.23.8.2.1. Prerequisites
- 5.23.8.2.2. Request with simple attachment in the Part Number Manager
- 5.23.8.2.3. Request with attachment in the Part Number Manager plus LinkDB entry
- 5.23.8.2.4. Trigger request via "CAD" button
- 5.23.8.2.5. Send notifications by e-mail
- 5.23.9. Further functionality
- 5.24. Important notes on updating to V12
- 5.24.1. General
- 5.24.2. Installation
- 5.24.3. AppServer V12 - Client Server
- 5.24.3.1. Content of the document
- 5.24.3.2. ENTERPRISE 3Dfindit Server
- 5.24.3.3. ENTERPRISE 3Dfindit Client
- 5.24.3.4. SSL encryption
- 5.24.3.4.1. Create certificates on the customer side
- 5.24.3.4.2. Create a self-signed certificate
- 5.24.3.4.3. AppServer Configuration
- 5.24.3.4.4. Check on client side
- 5.24.3.5. Incompatibilities (V12.6)
- 5.24.3.6. Setup ERP environment (V12.6)
- 5.24.3.7. Automatic login
- 5.24.3.8. CAD Client Configuration
- 5.24.3.9. PDM configuration
- 5.24.3.10. 3Dfindit - Specifics
- 5.24.3.11. Web help or locally installed help?
- 5.24.3.12. Checklist
- 5.24.4. AppServer V12 - Index and Tasks
- 5.24.5. Parasolid problem V12 and XT change
- 5.24.6. GeoDb
- 5.24.6.1. Advantages of GeoDb
- 5.24.6.2. Changes in V12.7
- 5.24.6.3. Configuring GeoDb
- 5.24.6.4. Removing obsolete index es
- 5.24.6.5. Files
- 5.24.6.6. Creating GeoDb
- 5.24.6.7. Availability of GeoDb
- 5.24.6.8. New index for variants
- 5.24.6.9. Photo search
- 5.24.7. Parallel use of V11 and V12
- 5.25. Getting started - Demo database
- 5.26. Troubleshooting
- 5.27. PARTlinkManager Reference
- 5.27.1. PARTlinkManager call from start menu
- 5.27.2. Call PARTlinkManager from PARTdataManager
- 5.27.3. Access rights
- 5.27.4. Menus
- 5.27.4.1. File
- 5.27.4.2. View
- 5.27.4.3. Extras
- 5.27.4.3.1. Database
- 5.27.4.3.2. Configure ERP environment
- 5.27.4.3.2.1. Tabbed page "PARTlinkManager preferences"
- 5.27.4.3.2.2. Tab page PARTdataManager Settings
- 5.27.4.3.2.3. Database tab page
- 5.27.4.3.2.4. Export tables tab page
- 5.27.4.3.2.5. Tabbed page Translations
- 5.27.4.3.2.6. Tabbed page Standard designation , Standard designation (short) , Parts list designation
- 5.27.4.3.3. Preferences
- 5.27.4.3.4. Catalog update - Update Manager
- 5.27.4.4. ? (Help)
- 5.27.5. Menu buttons
- 5.27.6. Display filtered datasets
- 5.27.7. Buttons
- 5.27.8. Context menu commands
- 5.27.8.1. Context menu commands: Overview on the different options
- 5.27.8.2. Context menu commands in detail
- 5.27.9. Filtering display