4.4. PARTsolutions Professional Installation

[Note]Note

Do not carry out a connected installation via a network drive, but only directly on the computer in question!

The standard modules PARTdataManager (parts selection/parts search) and PARTadmin (administration) are installed.

By default the installation is carried out under C:\Program Files\PARTsolutions Professional.

  1. Close all open programs before running the setup.

  2. Now execute the msi file.

  3. Welcome

    Click Next.

    Welcome to the setup wizard of PARTsolutions Professional

    Welcome to the setup wizard of PARTsolutions Professional

  4. End-User License Agreement

    Accept the terms of the license agreement and click Next.

    End-User License Agreement

    End-User License Agreement

  5. Destination Folder

    Specify the folders in which the software is to be installed.

    • ProgramFiles

    • ProgramData

    Destination Folder (1st dialog)

    Destination Folder (1st dialog)

    The Change... button allows you to select a folder on the hard disk other than the default one (if necessary).

    [Note]Note

    As a rule, no change is necessary. Do not change the default paths without consultation.

    [Important]Important

    1st rule

    Program Files and Program Data must be independent of each other!

    • Program Files: Folder for the software installation (CADENAS)

      When uninstalling and updating, the Program Files folder is COMPLETELY removed!

    • Program Data is root for the following folders:

      • CADENAS_SETUP

        When uninstalling and updating, the CADENAS_SETUP folder is COMPLETELY removed!

      • CADENAS_SITESETUP

      • CADENAS_POOL

    2nd rule

    The 1st rule must not be circumvented in the second dialog of Destination Folder.

    CADENAS_DATA, CADENAS_POOL, CADENAS_SITESETUP, CADENAS_USER must not be in or under the folder "Program Files" (software installation)!

    Reason: The software directory is completely provided by MSI and additional files must be removed beforehand to avoid conflicts with old or obsolete files.

    Example of correct directory structure:

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

    Example of incorrect directory structure:

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

    If the directory structure is incorrect, a corresponding error message appears.

    3rd rule

    POOL must never be below DATA!

    4th rule

    Caution! When using Deployment, you are completely free to set the directory structures. However, this overrides all checks by the software!

    Deployment can/should also be used for client distributions. An image created by an admin/consultant can then be distributed to the clients via copy or share. Only the files are copied without system entries. Any number of copies can be created. (Make sure to select a different target directory each time).

    Click Next when you have made your selection.

    -> The second Destination Folder settings page opens.

    Adjust the paths of CADENAS DATA, CADENAS SITESETUP, CADENAS Pool and CADENAS User if necessary.

    [Note]Note

    It is essential that you observe the above rules or consult the Consulting Team.

    Destination Folder (2nd dialog)

    Destination Folder (2nd dialog)

    [Note]Note

    The paths from the first and second dialogue are filed in the start.env . Never change paths there, but always via the installation routine, either during an update or via "Add and remove programs" for the current Installation.

    Example of the start.env: The path under CADENAS_DATA has been modified.

    [ENVIRONS]
    CADENAS=%DirOfThisFile%
    CADENAS_SETUP=C:\ProgramData\PARTsolutions Professional\setup
    CADENAS_DEFAULTUSER=$CADENAS_SETUP\user\default_user
    CADENAS_SITESETUP=C:\ProgramData\PARTsolutions Professional\sitesetup
    CADENAS_USER=%UserAppData%\PARTsolutions Professional\user
    CADENAS_LICENSE=$CADENAS_SITESETUP\lic
    CADENAS_POOL=C:\ProgramData\PARTsolutions Professional\pool
    CADENAS_DATA=C:\data_minimal\
    

  6. Product Features

    Product Features (Section 1)

    Product Features (Section 1)

    Product Features (Section 2)

    Product Features (Section 2)

    [Note]Note

    You can add or remove CAD systems at any time via Windows Start menu -> "Add or remove programs".

    • Integrations: Activate the integrations that you have purchased.

    • PARTsolutions Richclient

      • Activated: PARTdataManager and Seamless available

      • Deactivated: Only seamless available

    • Dongle driver [Dongle Driver]

    • Offline interfaces

      • Activated: All formats available under Export menu > Export to file [Export in file] > Other [Others]

        Export menu > Export to file > Other

        Export menu > Export to file > Other

      • Deactivated: Basic formats available under Export menu > Export to file [Export in file] > Other [Others]

    • Activate interfaces on the client [Enable interfaces on the client]: If the CAD systems are already installed, you save yourself a manual activation if you activate the option. In PARTadmin under the [Category] "CAD integration [CAD integration]" category [Category], you can also activate it manually later. See Section 1.3.2, “ CAD integration ” in PARTsolutions Administration - Manual .

      CAD integration " category

      CAD integration " category

      Batch scripts are available at ...\software\install\scripts, which can be executed locally at any time to activate/deactivate all integrations. These can also be used administratively in the course of software distribution with deployment.

      After the installation is complete, the corresponding start menu entries are displayed. The Activate Interfaces / Deactivate Interfaces links start the batch scripts mentioned above.

      Start menu entries

      Start menu entries

  7. Start the installation by clicking on Install.

    -> Once the installation is completed, the following dialog will appear.

  8. Click Finish.

    -> The installed programs can now be called up from the Windows menu.

    Start menu entries

    Start menu entries

  9. Import an already received license via PARTadmin under tab page Licenses -> Add file [Add file...]... :

    Otherwise, you can apply for a license on the Apply for licenses online [Request licenses online] tab.

    Details on licensing can be found under Section 1.4, “ License administration ” in PARTsolutions Administration - Manual .

  10. Install the required catalogs and classifications via PARTadmin.

    PARTadmin -> Catalog update -> Online

    PARTadmin -> Catalog update -> Online

    Details can be found under Section 1.3.3.1, “ Catalog update Online ” in PARTsolutions Administration - Manual .

[Note]Note

Whenever a central PARTapplicationServer is in use, it should be started as a service.

Once the setup has been completed and the license has been activated, go to "install/scripts/appserver_service_activate.bat".