Introducing a New Generic Part to CES

About Introducing a New Generic Part to CES

Using the CATIA Client, you have the option of introducing generic parts from your V5 catalog, directly into CES. A generic part consists of a CATPart file and its associated Design Table. For more information about CATParts and Design Tables, refer to the CATIA Documentation. Introducing generic parts directly into the CES database, without having to first add the part(s) to a catalog greatly simplifies the process of migrating your entire V5 catalog into CES.

Generic parts can be transferred into the CES database so that they are available to designers and engineers during the development phase. This allows the developers to see what parts already exist and are available for use. You can transfer existing generic parts from CATIA into CES using the Part Family Introduction button on the CES toolbar. This button invokes a wizard that takes you step by step through the process of introducing a generic part to the CES database.

Once you have created a part in CES that part can be updated with changes made to the same part in ENOVIA V5 VPM. For more information about updating a generic part, refer to Updating an Existing Generic Part in CES. In addition, once you have successfully introduced a part to the CES catalog, you can edit the cross references to other data by logging into VPM Lifecycle Navigator Web as Administrator and editing the items. For more information on this, refer to CES Enterprise Catalog Navigator : User Tasks : Item Details : Editing Internal Items, CES Enterprise Catalog Navigator : User Tasks : Item Details : Editing Manufacturer Information, and CES Enterprise Catalog Navigator : User Tasks : Item Details : Editing Supplier Information.

All generic parts that are introduced to the CES catalog can be found using either a Simple Search or a Standard Search. For more information about searching in general, refer to CES Engineering Catalog Navigator : User Tasks : Search.

When Introducing a New Generic Part to CES

  • The generic part must be saved in ENOVIA V5 VPM before introducing it to CES.
  • If you try to introduce a non-generic part, an error occurs.
  • When introducing a new generic part, you must provide a Creator Organization and a Consumer Organization in the wizard. If this information is not provided, an error occurs.
  • When introducing a generic part to CES, the project to which the user is logged in to, in ENOVIA, is automatically set as the project that owns the generic part being introduced and is the only project allowed to modify or synchronize the part.
  • Approval of the generic parts in CES can be done manually, through the wizard, by setting the Approval Status field in Step 5 of the Part Family Introduction Wizard. The options available in the Approval Status field are dependent on the user settings, but should include only the PreApprovedState options. For more information about approval settings, refer to CES Enterprise Catalog Administration : User Tasks : CES Administration Desktop User Documentation : Managing Users and User Groups : Approval Settings for Users and user Groups.
  • You can indicate whether to have the CES Internal Item ID for a generic part created from the PLM Part Number, or you can map any PLM attribute to any CES attribute.
  • You can indicate whether to have the CES Internal Item Description created from the PLM Part Description, or some other attribute.
  • Multiple generic parts can be introduced to the same leaf category.
  • You can use the Resolution Mode option in the Part Family Introduction Wizard, Step 1 of 5, to control part resolution. If you check the Resolution Mode box, you can select one of the following options for handling part resolutions:
    • Description can be resolved: You can check the Resolve All The Items That Can Be Resolved Later box and have the parts resolved when you click Finish in the Part Family Introduction Wizard Step 5 of 5 window.
    • Description cannot be resolved: The part will not be resolved.
    • Description will be resolved: The part is immediately resolved by the application.

    If you do not check the Resolution Mode box, the application uses the default value of Description can be resolved.

  • If you set the Resolution Mode to Description can be resolved
  • When introducing a new part to an existing category, the category must be a leaf category in the tree and can not have chapters, sub-catalogs, or sub-part families associated with it.
  • If you want to create a new category in which to introduce a new generic part, you must create that new category under an intermediate category in the tree. Therefore, in Step 3 of 5 in the Part Family Introduction Wizard, you must check the Create New Category box, enter the name of the category to create in the text field, and select an intermediate category in the Tree View.
  • When introducing a part to CES, the PLM project associated with the part must exist within CES. If the project does not exist within CES, part family introduction will fail. For more information about adding projects to CES, refer to CES Administration Guide : User Tasks : Customizing CES in Admin Desktop : Adding PLM Projects to CES.
  • To introduce a Part Family to CES without using ENOVIA VPM Navigator, you must have an active document window in the CATIA application.

How To Introduce a New Generic Part to CES

This task explains how to introduce a generic part into the CES database:
This example assumes that:
  • you are familiar with CATIA and the process of creating a new part and have created one, or have one you wish to transfer to CES
  • you are familiar with creating a design table associated with the new part and have created one.
  • you have established a connection with ENOVIA V5 VPM. For information about logging in to ENOVIA V5 VPM, refer to Logging in to ENOVIA V5 VPM in CATIA.
  • have logged in to CES. For more information on logging in, refer to Accessing CES Functionality.
  1. Click the Part Family Introduction button on the CES toolbar. The first page of the Part Family Introduction Wizard appears.

  2. Click the Select Generic Part button. The File Selection and Browse windows appear. Click Cancel in the File Selection window to activate the Browse window. Click the ENOVIA V5 VPM button in the Browse window. Using the ENOVIA V5 VPM search, find and select the generic part (CATPart file) that you want to introduce to CES.


     

  3. Once you select the generic part, the first page of the Part Family Introduction Wizard is updated with information about the selected part(s). The Available Design Tables drop down list contains all design tables associated with the selected part(s), so you can select which design table you wish to use. Set the type of resolution mode and sync mode to use. These can be applied to all the parts listed, or only to the selected parts. Once you have set everything, click Next to go to the second page.

  4. The second page of the Part Family Introduction wizard is a read-only page that provides the CES and PLM information available for the generic part. Once you have reviewed the information, click Next.

  5. In page 3 of the Part Family Introduction Wizard, select the category in which to put the generic part. If you wish to put it in an existing category, you must select a leaf category. If you want to create a new category, select an intermediate category under which to create the new category, check the box, and then enter the name of the new category. Click Next to go to the next page.

  6. In the Part Family Introduction Wizard Step 4 of 5 window, select the appropriate options, based on data types, for mapping PLM information to CES. You can create all information as new, ignore all ENOVIA V5 VPM attributes, derive the Internal Item Number from any of a list of possible attributes, derive the Internal Item Description from any of a list of possible attributes, or select your own mapping from ENOVIA V5 VPM to CES. Once you have selected the desired options, click Next.

  7. Step 5 of the Part Family Introduction Wizard contains a summary of the information that will be introduced 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.

  8. Please note that on the Internal Items Info tab you must indicate both the Creator Organization and the Consumer Organization. To select an organization, click the button beside the Creator Organization and Consumer Organization text boxes. The CES Item Selector window appears. Select the desired organization and click OK. If either of these values is not set, you will receive an error message.



  9. On the CES to PLM Mapping Info tab you can set the Approval Status for the introduced part(s). The values available in the Approval Status drop-down list depend on the approval settings associated with the user or user group. By default, the project to which you are logged in to in ENOVIA is used to set the value in the Project field. This project will own the part(s) being introduced.


     

  10. Review the information and then click Finish to complete the introduction process. The following window appears to indicate success.

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  
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 2 of 5 Window

This table describes the fields displayed in the Part Family Introduction Step 2 of 5 window.

Fields Description

Part Instances of Family (CATIA Items tab)

Contains the part instances and the related information from the design table for the part(s) being introduced. The columns included depend on the information provided in the design table for the part being introduced.

Part Instances of Family (PLM Items tab) Contains the PLM information for the part(s) being introduced.


This table describes the buttons displayed in the Part Family Introduction Step 2 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.

Finish

Finish the introduction process. This button is disabled in Step 2.

Part Family Introduction Wizard Step 3 of 5 Window

This table describes the fields displayed in the Part Family Introduction Step 3 of 5 window.

Fields Description

Create New Category

Check this to create a new category in the hierarchy in which to introduce the part(s). If you check this box, select an intermediate (folder) category within the hierarchy. The new category will be created under the selected category. If you check this box and choose a leaf category an error will occur.

Clear this box to introduce the new part(s) to an existing category in the hierarchy.  If you clear this box you must select a leaf category (one with no sub-folders). If you clear this box and select an intermediate category an error will occur.

Tree View tab

This displays the hierarchy in a tree form. You can expand the nodes of the tree to see each set of sub-categories.

List View tab This tab lets you search for a category based on an attribute name or a category name.
Attribute Name: Enter the name of an attribute. Any categories containing that attribute will be displayed in the results list.
Category Name: Enter all or part of a name of a category. All categories matching that search criteria will be displayed in the results list.
Show Count Indicates whether to display the number of items in each category.


This table describes the buttons displayed in the Part Family Introduction Step 3 of 5 window:

Button Description

Find Categories

Find all categories matching the text entered in the Attribute Name or Category Name fields.

View Hierarchy

View the hierarchy of the category selected in the results list.

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 3.

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 introduction process. Available values in the drop-down list are dependent on the approval values associated with the user or user group.

Project Contains the project into which the new part(s) will be introduced. By default this is the project in which you are logged into in ENOVIA. This project will "own" the part(s) being introduced.
Resolve All The Item Now That Can Be Resolved Later If you set the Resolution Mode to Description can be resolved in the Part Family Introduction Step 1 of 5 window, select this box to have the parts resolved after you click Finish in the Part Family Introduction Step 5 of 5 window. If the Resolution Mode is Description can be resolved and you do not check this box, the parts will not be resolved and you will have to resolve them manually. By default, this box is checked.

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.