4.7. Setup 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: Tabbed page "General"
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 ranges - plinkgroups.cfg -> Block [Role_name] -> Key "PREFRANGE"
4.7.3.1.3. Display condition for parts selection - Colored catalog index - plinkgroups.cfg -> Block [Role_name] -> Key "CONDITIONTREE"
4.7.3.1.4. Viewing condition for table rows - plinkgroups.cfg -> Block [Role_name] -> Key "TABRESTRICTION"
4.7.3.1.5. Filter condition for datasets - 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. Hide catalogs - plinkgroups.cfg -> Block [Role name] -> Key "HIDELIST"
4.7.3.2. Roles: tabbed page "PDM"
4.7.3.3. Roles: Tabbed page "Display"
4.7.3.3.1. Status indicating icons in table - plinkgroups.cfg -> Block [<Role_name>] - Key "BMPCONDITION0"
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: Tabbed page "Translations"
4.7.4. Role sets
4.7.4.1. Mapping Role set - Roles / plinkusers.cfg -> [<Role name>] -> Key "GROUPS"
4.7.4.2. plinkcommon.cfg -> Block [Common] -> Key "CADENAS_PRESELECT_LINKDB_GROUP" - Role selection by environment variable

PARTadmin -> category PARTsolutions -> ERP environment

  • In the category ERP environment, different role sets are created, each with one or several roles.

    General notes about the concept can be found under Section 4.1.5, “User-Role concept ”.

  • Central point when setting up the ERP environment is the rights administration. See Section 1.3.9.9.1, “ Rights administration ”.

  • The rights and thus the user interface can be specifically designed so that part selection and new creation of parts can be controlled.

In category ERP environment, you activate or deactivate ERP.

Category: ERP environment with the subcategories Database connection, Roles and Configurations

Category: ERP environment with the subcategories Database connection, Roles and Configurations

In this category you will find the following subitems:

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

  • Roles: Define roles - e.g. which ERP table columns should be shown, if there should be export restrictions, etc.

  • Role sets: Define which roles belong to which role sets and display sequence