Updating an Existing Generic Part in CES

About Updating an Existing Generic Part in CES

Once a generic part has been added to the CES database, you may change one or more pieces of data associated with that part. Instead of having to remove the existing part and introduce a new updated part, you can update the existing part.

When Updating an Existing Generic Part in CES

  • You can update an existing part family by adding new rows from the design table, removing existing rows, or changing existing cells within the design table.
  • You can choose to create new item revisions when importing new instances to an existing part family, or just overwrite the existing item revisions.
  • When you modify existing parts in CES, part resolution is performed again, and saved in the PLM system. By default, the newly resolved parts are saved as new parts, with a suffix added to the old names. This results in the existing PLM Items not getting updated with the design table changes. To update the existing PLM Items, check the Check in ENOVIA V5 VPM before instantiating a Component box located in Tools > Options > Infrastructure > Catalog Editor.
  • A generic part can only be updated by the project that introduced the part to CES. You must be logged in to ENOVIA using the same project that introduced the generic part. If you try to update a generic part while logged in to any other project, the update will fail.
  • By default, updating a part automatically changes the status of that part to PENDING_APPROVAL. To have the status of an updated part change to some other status value, set the ItemStateAfterSync property in the CESSettings category. Once a part is updated or synchronized, the Parts Manager must approve the change through the Manage Approval window.

How To Update an Existing Generic Part in CES

This task explains how to update an existing part:
This example assumes that:
  • you have successfully created a generic part and introduced it to CES
  • you are familiar with design tables and the process of updating design tables
  1. Start CATIA. Login to ENOVIA V5 VPM and CES. For more information on logging in, refer to Logging in to ENOVIA V5 VPM in CATIA and Accessing CES Functionality. Open the generic part in ENOVIA V5 VPM. Under the Relations node, double click the design table name. Make changes to the design table and save your changes.

  2. Click the Part Family Introduction button on the toolbar. Page 1 of the Part Family Introduction Wizard appears.

  3. Click the Select Generic Part button. Cancel the File Selection window and click the ENOVIA V5 VPM button in the Browse window. In ENOVIA V5 VPM, locate the generic part modified and open that part. Page 1 of the Part Family Introduction Wizard is updated with the information for that part. Notice that the changes are included.

  4. Make any changes to the Sync Mode or the Resolution Mode and click Next. The Part Family Introduction Wizard window - Step 4 of 5 appears. When updating an existing Generic Part, you cannot change the category for the part, so steps 2 and 3 are skipped and you are taken directly to step 4. In this window notice that the Internal Item Number cannot be changed, but you can still map any necessary attributes. Map new attributes as needed, and click Next.

  5. Step 5 of the Part Family Introduction Wizard contains a summary of the current information, with modifications that will be applied to CES for the part(s) you selected. This information is contained on three tabs, Item Specification Info, Internal Items Info, and CES to PLM Mapping Info. The Item Specification Info tab displays the parts associated with the selected Generic Part(s) and any associated attributes.

  6. Notice that on the Internal Items Info tab, you are not allowed to change the Creator Organization, but you can modify the Consumer Organization. You can also elect to Create New Revisions for Existing Items by checking the box.

  7. On the CES To PLM Mapping Info tab you can change the Approval Status. Click Finish to finish the updates.

  8. If the update is successful, the following appears:

Part Family Introduction Wizard Step 1 of 5 Window

This table describes the fields displayed in the Part Family Introduction Step 1 of 5 window.

Fields Description

Generic Part

Contains the name of the generic part(s) to be introduced.

Available Design Tables Dropdown list contains the design tables available for the part(s) selected in Generic Part. Only design tables that contain the PartNumber attribute can be selected. By default, the first design table with the PartNumber attribute is selected.
Resolution Mode Check this box to use the Resolution Mode selected in the dropdown list. Possible values are:
  • Description can be resolved: You have the option of resolving the part manually by right clicking on the part and selecting Resolve Description.
  • Description cannot be resolved: The part will not be resolved.
  • Description will be resolved: The part is immediately resolved by the application.

If this box is cleared, the application uses the default value of Description can be resolved.

Sync Mode Check this box to use the Sync Mode selected in the dropdown list. Possible values are:
  • Always regenerate the part: All parts are regenerated, regardless of how they are modified.
  • Regenerate the part only if the Design Table row has been modified: Only parts modified by design table changes and new parts added in the design table are regenerated in the resolved folder.

If this box is cleared, the application uses the default value of Always regenerate the part.

Parts List Contains the list of all Part Numbers, Resolution Modes and Synchronization Modes for the parts indicated by the selected Generic Part and Design Table.


This table describes the buttons displayed in the Part Family Introduction Step 1 of 5 window:

Button Description
Select Generic Part Select the generic part you wish to update.
Apply to All Apply the Resolution Mode and Sync Mode selections to all parts listed in the Parts List.
Apply to Selected Apply the Resolution Mode and Sync Mode only to the selected parts in the Parts List.

Cancel

Close the window and cancel the part family introduction process.

Previous

Go to the previous step. This button is disabled in Step 1.

Next

Accept the information in this step and proceed to the next step.

Finish

Finish the introduction process. This button is disabled in Step 1.

Part Family Introduction Wizard Step 4 of 5 Window

This table describes the fields displayed in the Part Family Introduction Step 4 of 5 window.

Fields Description
Internal Item Number Drop down list that lets you select the attribute from which to derive the Internal Item Number.
Internal Item Description Drop down list that lets you select the attribute from which to derive the Internal Item Description.

Create all as new

Indicates whether to create everything in the new part family as new data. If you select this option, the Add Mapping button is disabled.

Ignore Enovia Attributes

Indicates whether to ignore the existing PLM attributes when introducing the new part family.

Perform Automap Indicates whether to automatically map a PLM attribute to a CES attribute having the same name and datatype.
Prefix Enter the prefix you wish to add to the Internal Item Number, or the Internal Item Description, if any.
Suffix Enter the suffix you wish to add to the Internal Item Number, or the Internal Item Description, if any.
From PLM Contains a list of attributes in PLM that can be used to map information to the attribute selected in the To CES field.
To CES Contains a list of CES attributes. The attribute selected in the From PLM field will be mapped to the attribute you select in this list.

Selected Mapping

Contains a list the information that will be mapped from PLM into CES for the new part family.

This table describes the buttons displayed in the Part Family Introduction Step 4 of 5 window:

Button Description

Add Mapping

Add the mapping specified in the From PLM and To CES fields to the Selected Mapping section. This button is disabled if the Create all as new option is selected.

Delete Mapping

Deletes the selected mapping from the Selected Mapping section. The deleted mapping will no longer be used when introducing the new part family to CES.
Ignore Remaining Ignore any remaining attributes that are not mapped.

Cancel

Close the window and cancel the part family introduction process.

Previous

Go to the previous step.

Next

Accept the information in this step and proceed to the next step.

Finish

Finish the introduction process. This button is disabled in Step 4.

Part Family Introduction Wizard Step 5 of 5 Window

This table describes the fields displayed in the Part Family Introduction Step 5 of 5 window - Item Specification tab.

Fields Description

Instances of Mapped Part Family

Contains the information on each instance of the new part family.

This table describes the buttons displayed in the Part Family Introduction Step 5 of 5 window:

Button Description

Cancel

Close the window and cancel the part family introduction process.

Previous

Go to the previous step.

Next

Accept the information in this step and proceed to the next step. This button is disabled in step 5.

Finish

Finish the introduction process.

 

This table describes the fields displayed in the Part Family Introduction Step 5 of 5 window - Internal Items Info tab.

Fields Description

Internal Item Instances

Contains the Internal Item information for each new part. This includes the organization(s) that created the item and will use the item. Please note that you must set the Creator Organization and the Consumer Organization or the introduction will return an error.

Creator Organization Organization that created the part family. This must be set or the introduction will return an error.
Consumer Organization Organization(s) that will use the part family. This must be set or the introduction will return an error. You can select multiple consumer organizations.
Create New Revision for Existing Items Select this to create a new revision of an item, instead of overwriting an existing item.
Internal Items List PLM information corresponding to the new CES instances of the part family.

This table describes the buttons displayed in the Part Family Introduction Step 5 of 5 window:

Button Description

Click this to display the CES Item Selector window that allows you to select the Creator Organization and the Consumer Organization.

Cancel

Close the window and cancel the part family introduction process.

Previous

Go to the previous step.

Next

Accept the information in this step and proceed to the next step. This button is disabled in step 5.

Finish

Finish the introduction process.

This table describes the fields displayed in the Part Family Introduction Step 5 of 5 window - CES To PLM Mapping Info tab.

Fields Description
PLM Profile PLM information corresponding to the new CES instances of the part family.
Send For Approval Select this to handle the approval of a part family using Enterprise Process Management (EPM) Workflow.

Approval Status

Contains the options used to manually approve the update process. The status values available in this drop-down list are determined by the approval settings of the user or user group.

Project Contains the project that owns the part. This is the project that introduced the part and the only project allowed to update or synchronize the part.

This table describes the buttons displayed in the Part Family Introduction Step 5 of 5 window:

Button Description

Cancel

Close the window and cancel the part family introduction process.

Previous

Go to the previous step.

Next

Accept the information in this step and proceed to the next step. This button is disabled in step 5.

Finish

Finish the introduction process.