4.7.  Set up ERP environment

4.7.1. ERP environment overview
4.7.2. Database connection
4.7.3. Create and configure roles
4.7.3.1. Roles: General " tab page
4.7.3.1.1. Dialog box for role selection - plinkgroups.cfg -> Block [Role name] -> Keys "DESC" and "IMAGE"
4.7.3.1.2. Preferred series - plinkgroups.cfg -> Block [Role_name] -> Key "PREFRANGE"
4.7.3.1.3. Display condition for part selection - Colored catalog index - plinkgroups.cfg -> Block [Role_name] -> Key "CONDITIONTREE"
4.7.3.1.4. Display condition for table rows - plinkgroups.cfg -> Block [Role_name] -> Key "TABRESTRICTION"
4.7.3.1.5. Filter condition for data records - plinkgroups.cfg -> [role name] -> key "CONDITION"
4.7.3.1.6. Columns to be displayed - plinkgroups.cfg -> Block [Role_name] -> Key "VARSUSED / VARSHIDDEN"
4.7.3.1.7. Export condition - plinkgroups.cfg -> Block [role name] -> Key "EXPORTRESTRICTION"
4.7.3.1.8. Export information (tooltip) at status lights - plinkgroups.cfg -> Block [Role_name] -> Key "TOOLTIPTEXTEXPORTON" / "TOOLTIPTEXTEXPORTOFF"
4.7.3.1.9. Release certain directories for export - plinkgroups.cfg -> Block [Role_name] -> Key "EXPPRJTAB" / plinktemplates.cfg
4.7.3.1.10. Catalogs to be suppressed / Show only these catalogs - plinkgroups.cfg -> Block [role name] -> Key "HIDELIST" / "EXCLUSIVELIST"
4.7.3.2. Roles: PDM" tab page
4.7.3.3. Rollers: Tabbed page "Display"
4.7.3.3.1. Status icons for table - plinkgroups.cfg -> Block [<role name>] - key "BMPCONDITION<number>"
4.7.3.3.2. Status colors for catalog index - plinkgroups.cfg -> Block [role name] -> Key "COLORCONDITIONTREE<number>"
4.7.3.4. Roles: Tabbed page "E-Mail"
4.7.3.5. Roles: Translations " tab page
4.7.4. Role sets
4.7.4.1. Mapping Role set - Roles / plinkusers.cfg -> [<Role name>] -> Key "GROUPS"

PARTadmin -> Category PARTsolutions -> ERP environment

In the ERP environment category, activate or deactivate ERP.

Category: ERP environment with the subcategories database connection [Database connection], roles [Roles] and configurations [Configurations]

Category: ERP environment with the subcategories database connection [Database connection], roles [Roles] and configurations [Configurations]

In this category you will find the following subitems:

  • Database connection: Definition of how the database (e.g. MSSQL, Oracle, etc.) is accessed.

  • Roles: Define roles - for example, which ERP table columns should be displayed, whether export restrictions should exist, etc.

  • Role [Role sets] records: Definition of which roles belong to which role sets and definition of the display sequence