Chapter 3. Test PLDBDEMO sample database
3.5. Change user/role in PARTdataManager / 3Dfindit Enterprise
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3.5. Change user/role in PARTdataManager / 3Dfindit Enterprise

[Note]Note

You were logged into the default role with your Windows user name when you initially logged in.

In PARTdataManager you can see this immediately in the status bar, in 3Dfindit in the expanded login area.

User: CNS\username - DUMMY

User: CNS\username - DUMMY

The user role concept for controlling part display and export restrictions is at the heart of the controlled use of parts in PARTdataManager or 3Dfindit Enterprise.

Elementary part of the training is the different roles with quite different settings.

In order to give you a first impression we will show you how to perform a user-role change.

Change user in PARTdataManager

  1. Click on the Authenticate/change user [Authenticate/switch users] button.

    -> The Authenticate user dialog box opens.

  2. Select the Manual login option.

    PARTdataManager

    PARTdataManager

  3. Enter user "ecat" and password "ecat" and confirm with OK.

Result in the PARTdataManager

Now the colored index tree changed to a two-colored (green/semi-transparent).

PARTdataManager Parts selection [Part selection]

PARTdataManager Parts selection [Part selection]

Now the status icons for table rows are simply green/red | instead of three-part as before | | .

PARTdataManager Parts view [Part view]

PARTdataManager Parts view [Part view]

Change group in PARTdataManager

  1. Click on the Select group button.

    -> The Select role dialog box opens again.

  2. Select the role "Prices country USA".

    -> Now the column "PRICE3" is displayed in the table, previously it was "PRICE4". (The price or the country flag is displayed depending on the status of the Show graphics in table button.)

Change user in 3Dfindit Enterprise

  1. Open the login dialog at the top right and click on Logout.

    -> The Login [Log in] dialog box opens.

  2. Click on the Username + Password tab.

  3. Enter the user name "ecat" and password "ecat" and click on Log in.

    3Dfindit

    3Dfindit

  4. Select "Prices country GERMANY" and click Select.

    3Dfindit

    3Dfindit

Result in 3Dfindit Enterprise

As in PARTdataManager, on part level only the colors green and semi-transparent (white) are displayed. Before, the single tiles had been marked multicolored.

3Dfindit Enterprise parts selection [Part selection]

3Dfindit Enterprise parts selection [Part selection]

The status symbols for table rows are now as in PARTdataManager simply green/red | instead of differentiated three-part as before | | .

3Dfindit Enterprise parts view [Part view]

3Dfindit Enterprise parts view [Part view]

Change group in 3Dfindit Enterprise

  1. Top right, open the login area.

  2. Click on Change ERP role [Change ERP Role].

    -> The Select ERP role [Select ERP Role] dialog box opens.

  3. Select "Prices country USA" and click Select.

    -> Now the column "PRICE3" is shown in the table; before it has been "PRICE4".

    When moving the mouse over the flag, the price is shown.

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3.4. Login in 3Dfindit Enterprise Home 3.6. Looking behind the scenes