Chapter 2. PARTsolutions modules
2.1.  PARTdataManager
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2.1.  PARTdataManager

2.1.1. Functional range
2.1.2. Call PARTdataManager
2.1.3. License selection dialog for license server licensing
2.1.4. Part selection to export using two small examples
2.1.5. User interface
2.1.5.1. User interface parts selection
2.1.5.2. User interface Parts view
2.1.5.3. User interface - General notes
2.1.5.4. Placing method for dockings
2.1.6. Search and Part Selection
2.1.6.1. Search and parts selection at a glance
2.1.6.1.1. Search in...: Where?
2.1.6.1.2. Search for: Part families or single parts?
2.1.6.1.3. Which search method(s) shall be used?
2.1.6.1.4. Start standard search or cloud map?
2.1.6.1.5. Register page search results
2.1.6.1.6. Part comparison
2.1.6.2. Custom selection...
2.1.6.3. Search for Parts | Part families and Parts
2.1.6.4. Search methods
2.1.6.4.1. When to take which search method?
2.1.6.4.1.1. Advantages and disadvantages / limitations of single methods
2.1.6.4.1.2. Search methods in combination
2.1.6.4.1.3. Search methods in combination: Example
2.1.6.4.2. Filter (Faceted search)
2.1.6.4.2.1. Example of the facet filter
2.1.6.4.3. Full-text search
2.1.6.4.3.1. Full text search example
2.1.6.4.3.2. Full text search: Detailed search options
2.1.6.4.3.2.1. Search with one single term
2.1.6.4.3.2.2. Singular - Plural
2.1.6.4.3.2.3. Multiple terms
2.1.6.4.3.2.4. Search with combination of terms and variable values
2.1.6.4.3.2.5. Search only with variable values
2.1.6.4.3.2.6. Exact search {}
2.1.6.4.3.2.7. Strict search!
2.1.6.4.3.2.8. Phrase search "" (specific order of terms)
2.1.6.4.3.2.9. Wildcard search *
2.1.6.4.3.2.10. Leading zeros in part numbers
2.1.6.4.3.2.11. Search for negative values
2.1.6.4.3.2.12. Number search for a range
2.1.6.4.3.2.13. Number search with units (explicitly and implicitly)
2.1.6.4.3.2.14. Logical operators
2.1.6.4.3.2.15. Mixture of AND and OR - Parentheses
2.1.6.4.3.2.16. Topological measures of length
2.1.6.4.3.2.17. Search options with ERP integration
2.1.6.4.3.2.18. Wildcard query for a whole directory
2.1.6.4.3.2.19. Background information
2.1.6.4.3.2.19.1. Automatic splitting of search terms
2.1.6.4.3.2.19.2. Toleration of wrong divisions in strings
2.1.6.4.3.2.19.3. Ranking
2.1.6.4.3.2.19.4. Find order numbers with empty spaces and special characters
2.1.6.4.3.2.19.5. Extraction of zeros from search terms
2.1.6.4.3.2.19.6. Search for values of value range fields
2.1.6.4.3.3. What is searched?
2.1.6.4.3.4. Automatic phrase completions
2.1.6.4.3.5. Full-text search in link database using ERP integration
2.1.6.4.4. Search by order number or type designation
2.1.6.4.5. Variables search
2.1.6.4.5.1. Variable search: The most important things at a glance
2.1.6.4.5.2. Variable search: Call from " Suggestions " dialog area
2.1.6.4.5.3. Variable search: Call directly from variable value of a search result
2.1.6.4.6. Geometric search (3D)
2.1.6.4.6.1. PARTdataManager: Actions in the search result list
2.1.6.4.6.2. PARTdataManager: Further actions in the " Geometric search (3D) " dialog box
2.1.6.4.6.3. Geometric search (3D): The most important things at a glance
2.1.6.4.6.4. Projects tab page
2.1.6.4.6.5. 3D files tab page
2.1.6.4.6.6. Settings
2.1.6.4.6.7. Search results
2.1.6.4.6.7.1. Percent degree of similarity
2.1.6.4.6.7.2. Mirrored parts
2.1.6.4.6.7.3. Quick compare
2.1.6.4.6.7.4. Sorting results
2.1.6.4.6.7.5. Minimum similarity
2.1.6.4.6.7.6. Part comparison
2.1.6.4.6.8. Perform a geometric search directly in CAD
2.1.6.4.6.9. Quality of topology information/features
2.1.6.4.7. Sketch search (2D)
2.1.6.4.7.1. Sketch search (2D): The most important things at a glance
2.1.6.4.7.2. Example "Drawing a hand wheel"
2.1.6.4.7.3. More examples
2.1.6.4.7.4. Different operation methods of sketch search
2.1.6.4.7.4.1. Create sketch from picture
2.1.6.4.7.4.1.1. Default
2.1.6.4.7.4.1.2. Segmentation
2.1.6.4.7.4.1.3. Cut
2.1.6.4.7.4.2. Automatically create and modify sketches from 3D
2.1.6.4.7.4.3. Create sketches manually
2.1.6.4.7.5. Settings / Actions
2.1.6.4.7.6. Drawing Tools
2.1.6.4.8. Color Search
2.1.6.4.8.1. Color search: The most important things at a glance
2.1.6.4.8.2. Color search: Details
2.1.6.4.8.3. Color search: Examples
2.1.6.4.9. Search for unmachined parts
2.1.6.4.9.1. Unmachined part search: The most important information at a glance
2.1.6.4.10. Partial search
2.1.6.4.10.1. Partial search: The most important information at a glance
2.1.6.4.10.2. Projects " tab page
2.1.6.4.10.3. 3D files " tab page
2.1.6.4.10.4. Partial search in CAD
2.1.6.4.10.5. Partial search: Examples of use cases
2.1.6.4.10.5.1. Partial search: Search for a combination of planar surfaces and their relationship
2.1.6.4.10.5.2. Partial search: Search for a surface including inner contour with a complex shape
2.1.6.4.10.5.3. Partial search: Search for a hole pattern by selecting an area
2.1.6.4.10.5.4. Partial search: Search for negative parts
2.1.6.4.10.5.5. Search for raised characters (pattern recognition)
2.1.6.4.10.5.6. Partial search: Search for a 3D text
2.1.6.4.10.5.7. Partial search: Ignore cylinder lengths
2.1.6.4.10.5.8. Partial search: Different result similarities with and without consideration of the geometric arrangement
2.1.6.4.11. Topology search
2.1.6.4.11.1. Topology search: The most important things at a glance
2.1.6.4.11.2. Topology search: Search results
2.1.6.4.11.3. Topology search - Settings in detail
2.1.6.4.11.3.1. Size
2.1.6.4.11.3.2. Area/Volume
2.1.6.4.11.3.3. Symmetry
2.1.6.4.11.3.4. Material
2.1.6.4.11.3.5. Cylinder
2.1.6.4.11.3.6. Cone
2.1.6.4.11.3.7. Torus
2.1.6.4.11.3.8. Sphere
2.1.6.4.11.3.9. Hole
2.1.6.4.11.3.10. Rectangular Slot
2.1.6.4.11.3.11. Slotted Hole
2.1.6.4.11.3.12. Curved Slot
2.1.6.4.11.3.13. Linear Hole Pattern
2.1.6.4.11.3.14. Linear Slot Pattern
2.1.6.4.11.3.15. Linear Rectangular Slot Pattern
2.1.6.4.11.3.16. Circular Hole Pattern
2.1.6.4.11.3.17. Curved Slot Pattern
2.1.6.4.11.3.18. Distance between Planes
2.1.6.4.11.3.19. Angles between Planes
2.1.6.4.12. Part selection via directory structures
2.1.6.4.12.1. Symbols " mode
2.1.6.4.12.2. Details " mode
2.1.6.4.12.3. Catalogs " selection
2.1.6.4.12.4. Selection "Classifications "
2.1.6.4.12.5. Favorites " selection
2.1.6.4.12.6. History " selection
2.1.6.4.12.6.1. History " section
2.1.6.4.12.7. Navigation via navigation path (breadcrumbs)
2.1.6.4.13. "Country of delivery " as filter
2.1.6.4.14. Filter wizards (provided by the manufacturer)
2.1.6.5. Search templates: Save / load
2.1.6.6. Start search / Start cloud map
2.1.6.7. Search results
2.1.6.7.1. Display mode
2.1.6.7.1.1. "Details " Display mode
2.1.6.7.1.1.1. Popup window shows all available information
2.1.6.7.1.2. "Table " display mode
2.1.6.7.1.3. "Symbols " Display mode
2.1.6.7.1.4. "Cloud Map " display mode
2.1.6.7.1.5. "Part ition Map" display mode
2.1.6.7.2. Show/hide columns
2.1.6.7.3. Filter
2.1.6.7.4. Icons and messages
2.1.6.7.5. Save search results: in favorites / in file
2.1.6.7.6. Suggested corrections for typos - " Did you mean"
2.1.6.7.7. Refine / extend search - "Related terms"
2.1.6.7.8. Sort table lines
2.1.6.7.9. Start search in new tab from context menu
2.1.6.7.10. Actions (context menu commands / buttons)
2.1.6.8. Catalog, project and part information
2.1.6.8.1. Docking window "Details "
2.1.6.8.2. Status bar
2.1.6.8.3. Special labeling of catalogs and/or subdirectories
2.1.6.9. Parts selection with ERP integration
2.1.6.10. Part comparison
2.1.6.10.1. Call part comparison / Taking over parts into part comparison
2.1.6.10.2. Tabular Compare
2.1.6.10.3. 3D comparison
2.1.6.10.3.1. Align parts - Functions
2.1.6.10.3.2. Comparison operations
2.1.6.10.3.3. Other functions
2.1.6.10.3.4. Settings
2.1.6.10.3.5. Orientation cube
2.1.6.10.3.6. Context menu "3D comparison "
2.1.6.10.4. 2D comparison
2.1.6.10.4.1. 3D & 2D synchronization
2.1.6.10.4.2. Context menu
2.1.6.11. Context menu commands
2.1.7. Part view
2.1.7.1. Determine characteristic in "Table" view
2.1.7.1.1. Full-text search in table
2.1.7.1.2. Show/hide variable groups
2.1.7.1.3. Call up table settings
2.1.7.1.4. Columns with value range fields
2.1.7.1.5. Preview images adjustable in size
2.1.7.1.6. Show preview images in parts view per line
2.1.7.1.7. Show graphics in table
2.1.7.1.8. Ascending/descending column sorting
2.1.7.1.9. Adjust column width
2.1.7.1.10. Show topology variables in table
2.1.7.1.11. Filter table
2.1.7.1.11.1. Filter table by search
2.1.7.1.11.2. Filter table via input fields in column header
2.1.7.1.11.3. Table filtered by accessory part
2.1.7.1.11.4. Use preferred rows filter
2.1.7.1.11.5. Example: Using filters
2.1.7.1.11.6. Parts that should be avoided
2.1.7.1.11.7. DIN 962 option
2.1.7.1.11.8. Hide columns
2.1.7.1.12. Additional information /-functions
2.1.7.1.13. Material selection
2.1.7.2. Determine characteristic in "Vertical" view
2.1.7.2.1. Value ranges
2.1.7.2.2. Example: Quick restriction to desired values
2.1.7.3. Determine characteristic in the 3D view
2.1.7.4. Docking window "References "
2.1.7.4.1. Geometric search in the background
2.1.7.5. Docking window " Structure "
2.1.7.6. Docking window "3D view"
2.1.7.6.1. 3D view toolbar
2.1.7.6.2. Determine level of detail
2.1.7.6.2.1. Level of detail - selection
2.1.7.6.2.2. Level of detail - Various schemes
2.1.7.6.3. Measuring 3D parts
2.1.7.6.4. Measuring grid
2.1.7.6.5. Show Dimensionings
2.1.7.6.6. Change characteristic via dimension labels
2.1.7.6.7. Define section cut...
2.1.7.6.8. Component designation (standard designation [NB ] / parts list designation [LINA ])
2.1.7.7. Docking window " Technical specifications "
2.1.7.8. Docking window "Parts information "
2.1.7.9. Docking window "Topology information "
2.1.7.10. Docking window "RFQ" (Request for Quotation)
2.1.8. Transfer to CAD (with and without interface)
2.1.9. Export to various file formats (without 3Dfindit interface)
2.1.9.1. Export 3D formats
2.1.9.1.1. Views " tab page
2.1.9.1.2. Filter " tab page
2.1.9.1.3. Export options" tab page -> Insert position, options, layer settings
2.1.9.1.4. Export options" tab page
2.1.9.1.5. Export options " tab page -> Export accuracy
2.1.9.1.6. Transformation " tab page
2.1.9.1.7. Reduction " tab page
2.1.9.1.8. Export options " tab page -> Automatically insert into CAD
2.1.9.1.9. Cross-section " tab page
2.1.9.1.10. "NX" tabbed page
2.1.9.1.11. File " tab page
2.1.9.1.12. General " tab page
2.1.9.1.13. "SAT" tabbed page
2.1.9.1.14. "STEP" tabbed page
2.1.9.1.15. "Import PS3" tabbed page
2.1.9.1.16. Import via Macro
2.1.9.1.16.1. CATIA Macro
2.1.9.1.16.2. SolidDesigner/OneSpace Modeling Macro
2.1.9.1.16.3. SolidWorks Macro
2.1.9.2. Export 2D formats
2.1.9.2.1. Views " tab page
2.1.9.2.2. Filter " tab page - Unit conversion
2.1.9.2.3. Tab page "Layers " and "Export options " - AutoCAD DWG 2D
2.1.9.2.4. Export options " tab page - DWF 2D
2.1.9.2.5. EPS Drawing Options " tab page
2.1.9.2.6. Export options " tab page - ME10 MI 2D
2.1.9.2.7. Export options " tab page - Microstation DGN 2D
2.1.9.2.8. Export options " tab page - SVG 2D
2.1.9.2.9. Export options " tab page - DXF 2D (binary)
2.1.9.3. Export graphic formats
2.1.9.3.1. BMP GIF JPEG PNG TIFF
2.1.9.3.2. Animated GIF
2.1.9.3.3. Maxwell Render 3D
2.1.9.3.3.1. Attributes " tab page
2.1.9.3.3.2. "Maxwell" tabbed page
2.1.9.3.3.3. Material " tab page
2.1.9.3.3.4. Stage " tab page
2.1.9.3.3.5. Cross-section " tab page
2.1.9.3.3.6. PARTrenderManager with Maxwell Renderer
2.1.9.3.3.6.1. Installation
2.1.9.3.3.6.2. Usage
2.1.9.3.3.6.2.1. User interface
2.1.9.3.3.6.2.2. Add a new server
2.1.9.3.3.6.2.3. Call up PARTrenderManager (Client user interface)
2.1.9.3.3.6.2.4. Create jobs
2.1.9.3.3.6.2.5. Delete jobs
2.1.9.3.3.6.2.6. Preview images
2.1.9.3.3.6.2.7. Save images of finished jobs
2.1.9.3.3.6.2.8. User rights
2.1.9.3.4. POV-Ray 3D
2.1.9.3.4.1. Attributes " tab page
2.1.9.3.4.2. "POV-Ray" tabbed page
2.1.9.3.4.3. Cross-section " tab page
2.1.9.3.4.4. Create previews for PARTdataManager
2.1.9.4. Export " Other " formats
2.1.9.4.1. Export in AVI format
2.1.9.4.2. Export GAEB 90 / GAEB DA XML format
2.1.9.4.3. Export PDF (U3D) format
2.1.9.4.4. Export PDF datasheet
2.1.9.4.4.1. Application
2.1.9.4.4.2. Settings
2.1.9.4.5. Export PDT
2.1.9.4.6. Export QR code
2.1.9.4.7. ECLASS Advanced
2.1.9.4.8. Export other "Other " formats
2.1.9.4.8.1. Export options " tab page -> Export accuracy
2.1.9.4.8.2. Cross-section " tab page
2.1.9.4.8.3. Transformation " tab page
2.1.9.4.8.4. Reduction " tab page
2.1.9.4.8.5. Filter " tab page
2.1.9.4.8.6. Tab page "Coll ada options"
2.1.9.4.8.7. "WebGL Html" tabbed page
2.1.9.5. Export in transfer formats
2.1.9.5.1. 3D transfer formats
2.1.9.5.1.1. Export in native format
2.1.9.5.2. 2D transfer formats
2.1.10. Create 2D derivation
2.1.10.1. 2D view" dialog box
2.1.10.1.1. Standard views
2.1.10.1.1.1. Current view
2.1.10.1.2. Combination views
2.1.10.1.2.1. Render mode
2.1.10.1.2.2. Scaling and paper formats
2.1.10.1.2.2.1. Scale, position sketch elements in 2D view
2.1.10.1.2.2.2. Adjust paper format in 2D view
2.1.10.1.3. Settings / visibility
2.1.10.1.4. Optimize alternative 2D size / drawing view on sheet
2.1.10.1.5. Add dimensioning in PARTdataManager before the export
2.1.10.1.6. Transfer special derivations or technical views to CAD system
2.1.10.2. "Select view to be transferred..." dialog box
2.1.10.3. Exporting the 2D drafting
2.1.10.4. Context menu and buttons "2D view" window
2.1.11. PARTdataManager – ERP/PDM extensions
2.1.11.1. ERP toolbar
2.1.11.2. PARTdataManager: Database Login..
2.1.11.3. User and role display in status bar
2.1.11.4. Columns with colored background for ERP and PDM data
2.1.11.5. Hiding columns
2.1.11.6. Status colors for catalog index
2.1.11.7. Status bitmaps for table (traffic light circuit)
2.1.11.8. Additional information in directory tree
2.1.11.9. Request ERP number per e-mail
2.1.11.10. Display filtered tree
2.1.11.11. Sorting of search results
2.1.11.12. Line sorting in PARTdataManager
2.1.11.13. Show CAD documents (PDM-ID) in PARTdataManager
2.1.12. Analysis
2.1.12.1. Make-or-buy, cost mockup and supplier analysis
2.1.12.1.1. " Make-or-buy analysis
2.1.12.1.2. "Suppliers " analysis
2.1.12.1.3. "Cost Mockup " analysis
2.1.12.1.4. Settings dialog for "Make-or-Buy ","Cost Mockup " and "Suppliers "
2.1.12.2. Duplicate Analysis
2.1.12.3. Create unmachined/finished part analysis...
2.1.12.3.1. "Stock analysis " dialog: Setting options
2.1.12.3.2. Unmachined / finished part report: Example with "Filter for results "
2.1.12.3.3. Unfinished / finished part report: Open existing reports
2.1.12.3.4. Raw / finished part report: licenses and packages
2.1.12.4. Basics concerning all analyses
2.1.12.4.1. License
2.1.12.4.2. Precondition
2.1.12.4.3. Docking window summary
2.1.12.4.4. Search part
2.1.12.4.5. Component comparison and various functions
2.1.12.4.6. PARTdataManager: Ongoing report generation on the server
2.1.12.4.7. Analysis management - Call up created analyses again later
2.1.12.4.8. Export
2.1.12.4.8.1. HTML
2.1.12.4.8.2. CSV
2.1.12.4.8.2.1. Settings
2.1.12.4.8.2.2. Result
2.1.12.4.8.3. PDF
2.1.12.4.9. Administrative settings
2.1.13. Local Settings - Examples
2.1.14. Legend: Used icons on catalog, directory, project level and part view
2.1.14.1. Icons on catalog level
2.1.14.1.1. Catalog Quality Seal
2.1.14.2. Directory level
2.1.14.3. Icons on project level
2.1.14.3.1. Classification icons
2.1.14.3.2. Available analyses
2.1.14.3.3. Obsolete standard part/manufacturer part
2.1.14.4. Part view
2.1.14.4.1. Parts to be avoided
2.1.15. Settings...
2.1.16. Reference part
2.1.16.1. Toolbars
2.1.16.1.1. Views
2.1.16.1.2. Level of Detail
2.1.16.1.3. Default
2.1.16.1.4. Export
2.1.16.1.5. Assembly
2.1.16.1.5.1. Exploded view
2.1.16.1.5.2. Assembly structure
2.1.16.1.5.3. Build assemblies automatically
2.1.16.1.6. Connection points
2.1.16.1.7. Link database
2.1.16.2. Menus
2.1.16.2.1. File menu
2.1.16.2.2. Export menu
2.1.16.2.2.1. Transfer to CAD
2.1.16.2.2.2. Export in file
2.1.16.2.2.3. Meta file batch
2.1.16.2.3. ERP Menu
2.1.16.2.4. View menu
2.1.16.2.4.1. 2D derivation
2.1.16.2.4.2. Exploded view
2.1.16.2.4.3. Assembly structure
2.1.16.2.4.4. Recalc automatically
2.1.16.2.5. Menu table
2.1.16.2.5.1. Show graphics in table
2.1.16.2.6. Extras menu
2.1.16.2.6.1. PARTupdate
2.1.16.2.6.2. PARTadmin
2.1.16.2.6.3. PARTbom
2.1.16.2.6.4. Bill of material
2.1.16.2.6.5. Physical properties of the part
2.1.16.2.6.6. Report generations on server...
2.1.16.2.6.7. Build assemblies automatically
2.1.16.2.6.8. Start VBS/VBB script...
2.1.16.2.6.9. Open part by MIDENT
2.1.16.2.6.10. Select fashion
2.1.16.2.6.11. Settings...
2.1.16.2.7. Window menu
2.1.16.2.8. Help menu
2.1.16.3. Search functions
2.1.16.4. Docking windows (Standard)
2.1.16.5. Docking windows (Extras)
2.1.16.6. Context menus
2.1.16.6.1. Context menu commands Part selection
2.1.16.6.1.1. Context menu commands - Examples
2.1.16.6.1.2. Context menu commands in detail
2.1.16.6.1.2.1. Open
2.1.16.6.1.2.2. Versions
2.1.16.6.1.2.3. Go to class
2.1.16.6.1.2.4. Part information
2.1.16.6.1.2.5. Release Notes
2.1.16.6.1.2.6. Search in the catalog / Search in the directory
2.1.16.6.1.2.7. Part comparison
2.1.16.6.1.2.8. Sort by geometric similarity
2.1.16.6.1.2.9. Geometrical search for this part
2.1.16.6.1.2.10. Partial search for this part
2.1.16.6.1.2.11. Sketch search for this part
2.1.16.6.1.2.12. Add to favorites
2.1.16.6.1.2.13. Copy
2.1.16.6.1.2.14. Copy projects to the clipboard
2.1.16.6.1.2.15. Hide project / Hide directory
2.1.16.6.1.2.16. Rename directory
2.1.16.6.1.2.17. Create new directory
2.1.16.6.1.2.18. Create document project
2.1.16.6.1.2.19. Analysis
2.1.16.6.1.2.20. Generate image data/preview images in batch run
2.1.16.6.1.2.20.1. Generate previews
2.1.16.6.1.2.20.2. Export images
2.1.16.6.1.2.21. Edit with PARTproject
2.1.16.6.1.2.22. Classification Wizard
2.1.16.6.2. Part view context menu commands
2.1.16.6.2.1. Overview
2.1.16.6.2.2. Context menu commands in the "3D view " docking window
2.1.16.6.2.2.1. Zoom all
2.1.16.6.2.2.2. Send to PARTbom/ Selected components
2.1.16.6.2.2.3. Transparency
2.1.16.6.2.2.4. Part comparison
2.1.16.6.2.2.5. Animation / Set center of rotation
2.1.16.6.2.2.6. Views
2.1.16.6.2.2.7. Normal to face
2.1.16.6.2.2.8. Enter rotation angle
2.1.16.6.2.2.9. Define section cut...
2.1.16.6.2.2.10. Measuring 3D parts
2.1.16.6.2.2.11. Measuring grid
2.1.16.6.2.2.12. Print
2.1.16.6.2.2.13. Specific commands for assemblies
2.1.16.6.2.3. Context menu commands in the "2D derivation " docking window
2.1.16.6.2.3.1. Choose insertion point
2.1.16.6.2.3.2. Show coordinate system
2.1.16.6.2.3.3. Print
2.1.16.6.2.3.4. Attributes -> Dimensioning mode
2.1.16.6.2.4. Context menu commands in the "Technical specifications " docking window
2.1.16.6.2.5. Context menu commands in the "Links " docking window
2.1.16.6.2.6. Context menu commands in the "Table " docking window

[Note]Note

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Chapter 2. PARTsolutions modules  Home 2.1.1.  Functional range