4.5. PARTsolutions Enterprise Installation

[Note]Note

With this installation package different installation scenarios can be variably set up (single-user installation, client server installation with client [rich client or thin client] and server, etc.).

[Note]Note

When running an installation never do it being connected via network but only directly on the respective computer!

The following figures are oriented to an example of a server installation or single-user installation.

By default the installation is carried out under C:\Program Files\PARTsolutions.

  1. Close all open programs before running the setup program.

  2. Now execute the msi file.

  3. Welcome

    Click Next.

    Welcome to the setup wizard of PARTsolutions Enterprise

    Welcome to the setup wizard of PARTsolutions Enterprise

  4. End-User License Agreement

    Accept the terms of the license agreement and click Next.

    End-User License Agreement

    End-User License Agreement

  5. Destination Folder

    Specify the folders in which the software is to be installed.

    • ProgramFiles

    • ProgramData

    Destination Folder (1st dialog)

    Destination Folder (1st dialog)

    The Change... button allows you to select a folder on the hard disk other than the default one (if necessary).

    [Note]Note

    As a rule, no change is necessary. Do not change the default paths without consultation.

    [Important]Important

    1. Rule

    Program Files and Program Data must be independent of each other!

    • Program Files: Folder for the software installation (CADENAS)

      When uninstalling and updating, the Program Files folder is COMPLETELY removed!

    • Program Data is root for the following folders:

      • CADENAS_SETUP: Cleared on updates !

        When uninstalling and updating, the CADENAS_SETUP folder is COMPLETELY removed!

      • CADENAS_SITESETUP

      • CADENAS_POOL

    2. Rule

    The 1st rule must not be circumvented in the second dialog of Destination Folder.

    CADENAS_DATA, CADENAS_POOL, CADENAS_SITESETUP, CADENAS_USER must not be in or under the "Program Files " folder (software installation)!

    Reason: The software directory is completely provided by MSI and additional files must be removed beforehand to avoid conflicts with old or obsolete files.

    Example for correct folder structure:

    Program Files=c:\cad\software
    CADENAS=c:\cad\software
    CAENAS_DATA=c:\cad\data  <-- ok .. 
    CADENAS_POOL=c:\cad\pool <-- ok ..

    Example for wrong folder structure:

    Program Files=c:\cad\
    CADENAS=c:\cad
    CAENAS_DATA=c:\cad\data  <-- error
    CADENAS_POOL=c:\cad\pool <-- error

    With wrong folder structure a respective message is displayed.

    3rd rule

    POOL must never be below DATA!

    4th rule

    Caution! When using Deployment, you are completely free to set the directory structures. However, this overrides all checks by the software!

    Deployment can/should also be used for client distributions. An image created by an admin/consultant can then be distributed to the clients via copy or share. Only the files are copied without system entries. Any number of copies can be created. (Make sure to select a different target directory each time)

    Click Next when you have made your selection.

    -> The second Destination Folder settings page opens.

  6. Destination Folder

    Select one out of the following three options:

    • Software, data and setup locally: The option could be used for a pure single-user installation or a server installation, for example. If necessary, adjust the installation paths of CADENAS DATA, CADENAS SITE SETUP and CADENAS Pool.

      Destination Folder (2nd dialog) --- In the figure CADENAS DATA is adapted as an example.

      Destination Folder (2nd dialog) --- In the figure CADENAS DATA is adapted as an example.

      Example the start.env: The path under CADENAS_DATA has been modified.

      [ENVIRONS]
      CADENAS=%DirOfThisFile%
      CADENAS_SETUP=C:\ProgramData\PARTsolutions\setup
      CADENAS_DEFAULTUSER=$CADENAS_SETUP\user\default_user
      CADENAS_SITESETUP=C:\ProgramData\PARTsolutions\sitesetup
      CADENAS_USER=%UserAppData%\PARTsolutions\user
      CADENAS_LICENSE=$CADENAS_SITESETUP\lic
      CADENAS_POOL=C:\ProgramData\PARTsolutions\pool
      CADENAS_DATA=C:\data\

      [Note]Note

      The paths from the first and second dialogue will be held in the start.env discarded. Never change paths there, but always via the installation routine, either in the case of a Update or via "Add and remove programs" for the current installation.

    • Local software, data and setup from an existing server [Software Local, data and setup from an existing server]: If a server installation has been carried out and the directories CADENAS_DATA and CADENAS_SETUP have been released there, a client can be installed where the software is located locally but the other directories are referenced.

      [Note]Note

      When installing the client, the server MUST already be running and fully configured.

      Destination Folder (2nd dialog)

      Destination Folder (2nd dialog)

    • Local software, data and setup from the app server [Software Local, data and setup from the app server]: Use this option for a client installation.

      CADENAS_DATA and CADENAS_SETUP are configured via the app server, so that only the app server URL has to be entered. Adjust the installation path of CADENAS Pool if necessary.

      [Note]Note

      It is essential that you observe the above rules or consult the Consulting Team.

      Cadenas Pool must never be below Cadenas DATA!

      [Note]Note

      When installing the client the server MUST already be running and completely be configured.

      Destination Folder (2nd dialog)

      Destination Folder (2nd dialog)

    Explanations on different use cases can be found under Section 4.5.1, “Different installation scenarios”.

  7. Product Features

    Product features section 1

    Product features section 1

    Product features section 2

    Product features section 2

    Product features Section 3

    Product features Section 3

    [Note]Note

    You can make changes at any time via Windows Start menu -> "Add or remove programs".

    Select the desired features for your installation and click Install.

    • Applications

      • PARTsolutions Enterprise

        This package always includes the packages PARTapplicationserver and PARTsolutions ERP

        [Note]Note

        Special JDBC drivers for MSSQL and Oracle are NOT provided as part of the PARTsolutions Enterprise setup, but please download them from the corresponding websites yourself:

        Detailed information can be found in the PARTsolutions Admin manual under Section 4.7.2, “ Database connection ” in PARTsolutions Administration - Manual .

        All PARTsolutions applications such as 3Dfindit / PARTdataManager and PARTadmin are included, as well as PARTlinkManager, PARTdataCenter, etc.

        For basic functionality of a pure 3Dfindit Enterprise Client, neither this point nor PARTsolutions Appserver and PARTsolutions ERP need to be installed. (See also Section 4.5.1, “Different installation scenarios”.)

      • PARTapplicationserver

        Is explicitly required when setting up the app server itself. The option PARTsolutions Enterprise is not necessarily required in this case, as PARTadmin is already included in the PARTapplicationserver option.

        Furthermore the PARTapplicationserver is explicitly used for a single-user installation with 3Dfindit user interface.

        Details on the PARTapplicationserver installation can be found under Section 4.5.3, “ PARTapplicationServer installation.

      • PARTsolutions ERP

        Professional parts management with PDM/ERP/PLM integration[1] this package is always required for the use of the database system. It is therefore also an integral part of the PARTsolutions Enterprise package. PARTlinkManager, for example, is then installed.

        The explicit selection of this package alone may be useful if PARTlinkManager is to be installed on a client.

        Basics on connecting the link database and enabling the ERP integration can be found below under Section 4.5.2, “PARTsolutions ERP integration”.

        [Note]Note

        If you are just looking for an overview on ERP functionality, then use the "Sales Offline package". There you have a demo database with sample entries available.

    • Mechanical Integrations

      Activate the integrations that you have purchased.

      [Note]Note

      CAD systems for which an integration is selected should already be available at this point so that automatic registration works.

      [Note]Note

      For a server-client installation, Integrations have ALWAYS to be installed on the server AND on the client, otherwise the required configuration files are missing on the server.

      • Autocad Integration

      • Catia Integration

      • Creo Parametric

      • Inventor Integration

      • SOLIDWORKS Integration

      • Solid Edge Integration

      • NX Integration

      • Creo Elements/Direct Integration

      • Fusion 360

      • Bricscad

    • PDM Integrations

      Activate the integrations that you have purchased.

      [Note]Note

      For a server-client installation, Integrations have ALWAYS to be installed on the server AND on the client, otherwise the required configuration files are missing on the server.

      • Windchill

      • Teamcenter

      • SAP

      • Profile

      • ARAS

      • Agile

      • CDB

      • Smarteam

      • Solidworks PDM

      • Vault

      • Keytech

      • 3d experience

      • LCA

    • Offline Interfaces

      Activate the integrations that you have purchased.

      • Neutral

      • Addons

      • Mechanical Cad-systems

      • BIM Cad-systems

      • ECAD Cad-systems

    • BIM Integrations:

      Activate the integrations that you have purchased.

      • Revit Integraion

      • Tekla integration

    • Tools: Contains database scripts required for setting up the ERP environment and vbs files for special tasks.

      You can also use the scripts to set different rights for the standard user ("erpuser") and the admin user ("psadmin").

      Example from mysql:

      CREATE USER IF NOT EXISTS 'erpuser' IDENTIFIED WITH mysql_native_password BY 'erpuser';
      
      GRANT SELECT, INSERT, UPDATE, DELETE ON partlinkdb.ERPTABLE to erpuser;
      GRANT SELECT, INSERT, UPDATE, DELETE ON partlinkdb.LINKTABLE to erpuser;
      GRANT SELECT, INSERT, UPDATE, DELETE ON partlinkdb.CLASSFOLDERTABLE to erpuser;
      GRANT SELECT, INSERT, UPDATE, DELETE ON partlinkdb.CLASSTABLE to erpuser;
      GRANT SELECT, INSERT, UPDATE, DELETE ON partlinkdb.PRJTABLE to erpuser;
      GRANT SELECT, INSERT, UPDATE, DELETE ON partlinkdb.PLMTABLE2 to erpuser;
      GRANT SELECT, INSERT, UPDATE, DELETE ON partlinkdb.PLM_HIERARCHY to erpuser;
      GRANT SELECT, INSERT, UPDATE, DELETE ON partlinkdb.CNSSEQ to erpuser;
      GRANT SELECT, INSERT, UPDATE, DELETE ON partlinkdb.TREETABLE to erpuser;
      GRANT SELECT, INSERT, UPDATE, DELETE ON partlinkdb.LOGTABLE to erpuser;
      GRANT SELECT, INSERT, UPDATE, DELETE ON partlinkdb.EXPORTTABLE to erpuser;

      Der Admin muss auch Spalten-Definitionen in der ERPTABLE ändern können.

      CREATE USER IF NOT EXISTS 'psadmin' IDENTIFIED WITH mysql_native_password BY 'psadmin';
      
      GRANT ALTER, SELECT, INSERT, UPDATE, DELETE ON partlinkdb.ERPTABLE to psadmin;
      GRANT SELECT, INSERT, UPDATE, DELETE ON partlinkdb.LINKTABLE to psadmin;
      GRANT SELECT, INSERT, UPDATE, DELETE ON partlinkdb.CLASSFOLDERTABLE to psadmin;
      GRANT SELECT, INSERT, UPDATE, DELETE ON partlinkdb.CLASSTABLE to psadmin;
      GRANT SELECT, INSERT, UPDATE, DELETE ON partlinkdb.PRJTABLE to psadmin;
      GRANT SELECT, INSERT, UPDATE, DELETE ON partlinkdb.PLMTABLE2 to psadmin;
      GRANT SELECT, INSERT, UPDATE, DELETE ON partlinkdb.PLM_HIERARCHY to psadmin;
      GRANT SELECT, INSERT, UPDATE, DELETE ON partlinkdb.CNSSEQ to psadmin;
      GRANT SELECT, INSERT, UPDATE, DELETE ON partlinkdb.TREETABLE to psadmin;
      GRANT SELECT, INSERT, UPDATE, DELETE ON partlinkdb.LOGTABLE to psadmin;
      GRANT SELECT, INSERT, UPDATE, DELETE ON partlinkdb.EXPORTTABLE to psadmin;

      In PARTadmin, under Database connection, the connection can be checked.

      Details on all systems can be found in the readme files of the individual directories.

    • Activate interfaces on the client: The option is activated by default. If you deactivate the option, you have to activate the desired interfaces manually later in PARTadmin under category CAD integration. See also Section 1.3.2, “ CAD integration ” in PARTsolutions Administration - Manual .

      Category "CAD integration [CAD integration] "CAD integration

      Category "CAD integration [CAD integration] "

      Batch scripts are available at ...\software\install\scriptsthat can be executed locally at any time to activate/deactivate all interfaces. These can also be used administratively in the course of software distribution with deployment.

      After the installation is complete, the corresponding start menu entries are displayed. The Activate Interfaces / Deactivate Interfaces links start the batch scripts mentioned above.

      Start menu entries

      Start menu entries

    -> The installation is started.

  8. Completed the PARTsolutions Enterprise Installer Setup Wizard

    As soon as the installation is complete, this message appears. Click Finish to exit the setup wizard.

  9. Import an already received license (which also contains the PARTapplicationServer) via PARTadmin under tab page Licenses -> Add file. [Add file...].. :

    Otherwise, you can apply for a license on the Apply for licenses online [Request licenses online] tab.

    Details on licensing can be found at Section 9.3, “Licensing ”.

  10. Install the required catalogs and classifications via PARTadmin.

    PARTadmin -> Catalog update -> Online

    PARTadmin -> Catalog update -> Online

    Details can be found under Section 1.3.3.1, “ Catalog update Online ” in PARTsolutions Administration - Manual .

  11. Whenever a central PARTapplicationServer is in use, it must be started as a service.

    To do this, click on the Activate Appserver Service entry in the Start menu.

    Check in the Task Manager under Services whether the PAPPSERVER entry is present and the status is Running.

In addition to the instructions in this chapter, please also note the instructions under Change to V12 (Consulting) in PARTsolutions Administration - Manual .




[1] Parts management with PDM/ERP/PLM integration is the linking of catalog data with your data in the ERP/PLM system. This allows role-based approvals and views to be controlled and data from your database system to be displayed for the user in PARTsolutions. The database system must be provided by the customer.