3.3. PARTsolutions Enterprise Installation

[Note]Note

With this installation package different installation scenarios can be variably set up (single-user installation, client server installation with client [rich client or thin client] and server, etc.).

[Note]Note

When running an installation never do it being connected via network but only directly on the respective computer!

Start the installation by executing the package partsolutions_enterprise_xxx.msi.

The following figures are oriented to an example of a server installation or single-user installation.

  1. Welcome

    Before executing the setup program, close all opened Windows programs.

  2. End-User License Agreement

    Accept the terms of the license agreement and then click on Next.

  3. Destination Folder

    Via Change... button, determine the paths of Program Files and Program Data.

    (Normally no changes are necessary.)

    [Important]Important

    1. Rule

    Program Files and Program Data have to be independent from each other!

    • Program Files: Folder for software installation (CADENAS)

    • Program Data is root for following folders:

      • CADENAS_SETUP: Cleared on updates !

        [Note]Note

        For uninstallation and update the folders Program Files and CADENAS_SETUP will be FULLY removed.

      • CADENAS_SITESETUP

      • CADENAS_POOL

    2. Rule

    The 1. rule may not be thwarted in the second dialog of Destination Folder .

    CADENAS_DATA, CADENAS_POOL, CADENAS_SITESETUP, CADENAS_USER may not be inside or below the folder "Program Files" (software installation)!

    [Note]Note

    Reason: The software folder is fully deployed from the MSI and additional files must be removed before in order to avoid conflicts with old or obsolete files.

    Example for correct folder structure:

    Program Files=c:\cad\software
    CADENAS=c:\cad\software
    CAENAS_DATA=c:\cad\data  <-- ok .. 
    CADENAS_POOL=c:\cad\pool <-- ok ..

    Example for wrong folder structure:

    Program Files=c:\cad\
    CADENAS=c:\cad
    CAENAS_DATA=c:\cad\data  <-- error
    CADENAS_POOL=c:\cad\pool <-- error

    With wrong folder structure a respective message is displayed.

    3. Rule

    Caution! When using Deployment you are completely free to use any folder structure. However, thereby all checks on the part of the software are suspended!

    Deployment can/should also be used for client deployment. Then an image created by admin/consultant can be distributed to the clients via copy or share. Only files without system entries are copied. You can create as many copies as you want (of course each time with another target directory).

    Click on Next, when you made your choice.

  4. Destination Folder

    Select one out of the following three options:

    • Software, data and setup locally: For example, this option could be used for a single-user or a server installation. If needed, adjust the installation paths of Cadenas DATA, Cadenas SITE SETUP and Cadenas Pool.

    • Software Local, data and setup from an existing server : If a server installation has been performed and the directories CADENAS_DATA and CADENAS_SETUP have been shared there, then a client can be installed where the software is locally and the other directories are referenced.

      [Note]Note

      When installing the client the server MUST already be running and completely be configured.

    • Software Local, data and setup from the app server: DATA and SETUP are configured via appserver, so that only the Appserver URL must be entered. If needed, adjust the installation path of Cadenas Pool.

      [Note]Note

      Cadenas Pool may not be below Cadenas DATA!

      [Note]Note

      When installing the client the server MUST already be running and completely be configured.

    Explanations on different use cases can be found under Section 3.3.1, “Different installation scenarios”.

  5. Product Features

    Product Features section 1

    Product Features section 1

    Product Features section 2

    Product Features section 2

    Product Features section 3

    Product Features section 3

    [Note]Note

    You can add or remove programs anytime via Windows Start menu -> "Add or remove programs".

    Select the desired features for your installation and then click on Install.

    • Applications

      • PARTapplicationserver

        Explicitly required when setting up the Appserver itself. The option PARTsolutions Enterprise is not necessarily required in this case, as PARTadmin is already included in option PARTapplicationserver.

        Furthermore the PARTapplicationserver is explicitly used for a single-user installation with 3Dfindit user interface.

        Details on the PARTapplicationserver installation can be found under Section 3.3.3, “ PARTapplicationServer installation ”.

      • PARTsolutions Enterprise

        This package also includes the packages PARTapplicationserver and PARTsolutions ERP (ODBC functionality is also available by default).

        [Note]Note

        Special JDBC drivers for MSSQL and Oracle are NOT provided in the course of the PARTsolutions Enterprise-Setup, but have to be downloaded from the respective websites:

        Detailled information can be found in the PARTsolutions Admin manual under Section 4.7.2, “ Database connection ” in PARTsolutions - Administration Manual.

        All PARTsolutions applications, in particular PARTdataManager and PARTadmin, are included, but also PARTlinkManager, PARTdataCenter, etc.

        For basic functionality of a pure 3Dfindit-Enterprise Client neither this feature nor PARTsolutions Appserver and PARTsolutions ERP have to be installed. (Also see under Section 3.3.1, “Different installation scenarios”.)

      • PARTsolutions ERP

        For professional parts management with PDM/ERP/PLM integration[2] this package is basically required. That's why it is integral part of package PARTsolutions Enterprise. Then e.g. PARTlinkManager is installed.

        In some cases the only selection of this package possibly makes sense, if PARTlinkManager shall be installed on a client.

        Basics on connecting the link database and enabling the ERP integration can be found below under Section 3.3.2, “PARTsolutions ERP integration”.

        [Note]Note

        If you are just looking for an overview on ERP functionality, then use the "Sales Offline package". There you have a demo database with sample entries available.

    • Mechanical Integrations

      Select the CAD systems, where a PARTsolutions interface shall be integrated.

      [Note]Note

      CAD systems for which an interface is selected have to be already installed at this time, for the automatic registration to work.

      [Note]Note

      For a server-client installation, Integrations have ALWAYS to be installed on the server AND on the client, otherwise the required configuration files are missing on the server.

      • Autocad Integration

      • Catia Integration

      • Creo Parametric

      • Inventor Integration

      • SOLIDWORKS Integration

      • Solid Edge Integration

      • NX Integration

      • Elements/Direct Integration

    • PDM Integrations

      [Note]Note

      For a server-client installation, Integrations have ALWAYS to be installed on the server AND on the client, otherwise the required configuration files are missing on the server.

      • Windchill

      • Teamcenter

      • SAP

      • Profile

      • ARAS

      • Agile

      • CDB

      • Smarteam

      • Solidworks Enterprise

      • Vault

      • 3d experience

    • Offline Interfaces

      • Neutral

      • Addons

      • Mechanical Cad-systems

      • BIM Cad-systems

      • ECAD Cad-systems

    • Help: If the help is installed, it can be directly called via F1 from each application.

      Also see Section 7.1, “WebHelp or installed help? ”.

    • Activate interfaces on client: By default, this option is activated. If you disable the option you have to manually activate the desired interfaces later in PARTadmin under category CAD integration. Also see Section 1.3.3, “ CAD integration ” in PARTsolutions - Administration Manual.

      Category "CAD integration CAD integration"

      Category "CAD integration "

      Under ...\software\install\scripts you can find batch scripts which can be performed locally anytime in order to activate/deactivate all integrations. They can also be used in the course of software deployment via Deployment .

      After finished installation respective start menu entries are displayed. The links Activate Interfaces / Deactivate Interfaces will start above mentioned batch scripts.

      Start menu entries

      Start menu entries

    -> The installation is started.

  6. Completed the PARTsolutions Enterprise Installer Setup Wizard

    Once the installation finished, this message appears. Click on Finish in order to exit the Setup Wizard.

  7. Install an already received license (including also the PARTapplicationServer) via PARTadmin under tabbed page Licenses -> Add file...:

    Otherwise request a license on the tabbed page Request licenses online.

    Details on licensing can be found under Section 7.4, “ Licensing”.

  8. Install the required catalogs and classifications via PARTadmin.

    PARTadmin -> Catalog update -> Online

    PARTadmin -> Catalog update -> Online

    Details can be found under Section 1.3.4.1, “ Catalog update Online ” in PARTsolutions - Administration Manual.

  9. When a central PARTapplicationServer is in operation, it has to be started as service.

    For this, in the start menu, click on the item Activate Appserver Service.

    In the Task Manager, under Services, check if the entry PAPPSERVER exists and the Status is Running.




[2] Parts management with PDM/ERP/PLM integration is the connection of catalog data with your data in the ERP/PLM system. This enables role-based releases and views to be controlled and data from your database system can be made visible for the user in PARTsolutions. The database system has to be provided by customer.