Introducing Multiple Components to CES

About Introducing Multiple Components to CES

Introducing components to CES individually can be time-consuming, especially if you handle large numbers of components. You can efficiently add numerous components to CES using the CES Multiple Component Introduction functionality. This functionality lets you introduce the following to CES as Internal Items:
  • CATParts without design tables
  • CATProducts (in black box node)
  • V4 .model components

These various types of components 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 and products already exist and are available for use. You can transfer multiple existing components from ENOVIA into CES using the CES Multiple Component Introduction button on the CES toolbar. This button invokes a wizard that takes you step by step through the process of introducing CATParts CATProducts and V4 .models to the CES database.

Once you have introduced components to CES, those components can be updated with changes made to the same part or product in ENOVIA V5 VPM. For more information about updating components, refer to Updating a Single Component in CES. In addition, once you have successfully introduced a part or product 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 parts or products 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 Multiple Components to CES

  • The part or product must be saved in ENOVIA V5 VPM before introducing it to CES.
  • If you try to introduce a generic part, an error occurs.
  • Interop setup does not support bulk component introduction (Bulk NCI).
  • When introducing new components, you must provide a Creator Organization and a Consumer Organization in the wizard. If this information is not provided, you will be prompted to provide the missing information.
  • When introducing a component to CES, the project to which the user is logged in to, in ENOVIA, is automatically set as the project that owns the component being introduced and is the only project allowed to modify or synchronize the component.
  • Approval of components in CES can be done manually, through the wizard, by setting the Approval Status field in Step 4 of the CES Component 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.
  • Only attributes common to all components will be considered when introducing multiple components. The remaining attributes will be ignored.
  • You can indicate whether to have the CES Internal Item ID for each component 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.
  • When mapping CATIA/PLM attributes to CES attributes:
    • You can map all CATIA/PLM attributes to CES attributes
    • You can ignore the CATIA/PLM attributes and map only the remaining required attributes to CES.
    • You can map attributes of similar data types (for example String to String, or Integer to Integer, etc.).
    • You can map all data types to String.
  • When mapping CATIA/PLM attributes to CES attributes:
    • CES displays information about the source of the CATIA/PLM attribute being mapped. The following designations are used:
      • (C): The attribute is derived from CATIA
      • (CP): The attribute is a CATIA Publication attribute
      • (P): The attribute is derived from the PLM system.
  • When mapping CATIA/PLM attributes to CES attributes:
    • The list of available CES attributes includes designations for the data type of each CES attribute. These include:
      • (E): The CES attribute takes Enumerated valid values
      • (R): The CES attribute takes Range valid values
  • Multiple components must be introduced to an existing leaf category. You cannot create new categories and you cannot introduce multiple components to intermediate categories.
  • Only PartNumber information is retrieved for .model files. No design or PLM information is stored in CES. Therefore, in the CES Component Introduction wizard there will be no attributes available for mapping.
  • When introducing multiple components to CES, the project to which the user is logged in to, in ENOVIA, is automatically set as the project that owns the components being introduced. This ENOVIA (PLM) project must also exist within CES. If the project does not exist within CES, component 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.

How To Introduce Multiple Components to CES

This task explains how to introduce multiple components into the CES database:
This example assumes that:
  • you are familiar with CATIA and the process of creating a new part or product, have created multiple parts or products and saved them to ENOVIA V5 VPM
  • 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. On the CES toolbar, click the CES Multiple Component Introduction button.



  2. Click Add. The File Selection and Browse windows appear. In the File Selection window click Cancel to close the window and activate the Browse window.  In the Browse window click ENOVIA V5 VPM. Search for the components you wish to add. Select multiple components and click Open to add the components to the CES Bulk Component Introduction Wizard Step 1 of 5 window.

  3. Once you have added all the components you want to introduce,  click the Next button. The second page of the CES Bulk Component Introduction Wizard appears. This page contains two tabs, which contain read-only information about the selected CATIA items and the associated PLM items.



  4. Select the leaf category in which you wish to introduce the components. You cannot create new categories and you cannot introduce the components to an intermediate category.

  5. Click Next to go to the next page. The fourth page of the CES Bulk Component Introduction Wizard appears. This page lets you map CATIA and PLM attributes to CES attributes. Map all attributes as desired and then click Next. If you do not wish to map all the attributes listed in the From PLM drop down list, you can select Ignore ENOVIA V5 VPM Attributes to ignore the ENOVIA attributes, or you can ignore all attributes you have not mapped by clicking Ignore Remaining.

  6. When you have mapped all desired attributes, click Next. The fifth page of the CES Component Introduction Wizard contains a summary of the information that will be introduced to CES for the components you selected. This information is contained on three tabs, Item Specification Info, Internal Items Info, and CES to PLM Mapping Info.

  7. 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.



  8. On the CES to PLM Mapping Info tab the Project field is automatically set to the ENOVIA project to which you are logged in. You can manually set the approval status for the components in the Approval Status field. The status values available in this drop-down list depend on the approval setting for the user or user group.

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

CES Bulk Component Introduction Wizard Step 1 of 5 Window

This table describes the fields displayed in the CES Component Introduction Step 1 of 4 window.

Fields Description

Component

Displays the components from ENOVIA that you wish to introduce to CES.


This table describes the buttons displayed in the CES Component Introduction Step 1 of 4 window:

Button Description
Add Click this to access File Selection and Browse windows. Cancel the File Selection window to close it and activate the Browse window. Select ENOVIA V5 VPM to access the parts and products in ENOVIA that you wish to introduce to CES.
Remove Select one or more components listed in the Component field and click this button to remove the components from the list. the components you remove will not be introduced to CES.

Cancel

Close the window and cancel the component 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.

CES Bulk Component Introduction Wizard Step 2 of 5 Window

This table describes the fields displayed in the CES Bulk Component Introduction Step 2 of 5 window.

Fields Description

CATIA Items

Displays CATIA information about the components.
PLM Items Displays PLM information about the components.


This table describes the buttons displayed in the CES Bulk Component Introduction Step 2 of 5 window:

Button Description

Cancel

Close the window and cancel the component 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.

CES Bulk Component Introduction Wizard Step 3 of 5 Window

This table describes the fields displayed in the CES Bulk Component Introduction Step 3 of 5 window.

Fields Description

Tree View

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

This tab lets you search for a category based on an attribute name or a category name. For more information about this tab, refer to CES Engineering Catalog Navigator : User Tasks : Search : Attribute Based Category Search.

Show Count

Indicates whether to display the number of items in each category.


This table describes the buttons displayed in the CES Component Introduction Step 3 of 5 window:

Button Description

Cancel

Close the window and cancel the CES bulk component 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.

 

CES Bulk Component Introduction Wizard Step 4 of 5 Window

This table describes the fields displayed in the CES Bulk Component 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.

Ignore ENOVIA V5 VPM Attributes

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

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 component.

This table describes the buttons displayed in the CES Bulk Component 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.

Delete Mapping

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

Cancel

Close the window and cancel the component 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.


 

CES Bulk Component Introduction Wizard Step 5 of 5 Window

This table describes the fields displayed in the CES Bulk Component Introduction Step 5 of 5 window - Item Specification Info tab.

Fields Description

Instances of Mapped Part Family

Contains the information on each instance of the new components.

This table describes the buttons displayed in the CES Bulk Component Introduction Step 5 of 5 window:

Button Description

Cancel

Close the window and cancel the component 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 CES Bulk Component Introduction Step 5 of 5 window - Internal Items Info tab.

Fields Description

Internal Item Instances

Contains the Internal Item information for each new component. 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 component. This must be set or the introduction will return an error.
Consumer Organization Organization(s) that will use the component. 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.

This table describes the buttons displayed in the CES Bulk Component 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 component 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 CES Bulk Component 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 components.
Send For Approval Select this to handle the approval of a component using Enterprise Process Management (EPM) Workflow. For more information about enabling workflow, refer to Tools Options for CES.

Approval Status

Contains the options used to manually approve the introduction process. The available approval status values depend on the user or user group.

Project Contains the project(s) into which the new component will be introduced. This is automatically set to the ENOVIA project in which you are currently logged in.

This table describes the buttons displayed in the CES Bulk Component Introduction Step 5 of 5 window:

Button Description

Cancel

Close the window and cancel the component 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.