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en:integr2_bedienen [2019/09/12 10:46] – created dgroezingeren:integr2_bedienen [2023/04/25 10:59] (current) – external edit 127.0.0.1
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 // This chapter describes use cases for creating new projects from different sources. // // This chapter describes use cases for creating new projects from different sources. //
  
-|@red: |**Note:** \\ Make sure you are in the EPLAN view that displays the Integrate menu. |@red: | +<WRAP info><color blue>**Note:**</color> \\ \\ Make sure you are in the EPLAN view that displays the Integrate menu.</WRAP>
 ==== 3.2.1 Creating a new project ===== ==== 3.2.1 Creating a new project =====
  
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 Whether you just want to save the project or save the parts list, all these actions are started from the same module dialog. Whether you just want to save the project or save the parts list, all these actions are started from the same module dialog.
  
-|@red: |**Note:** \\ Select the correct project and make sure you are in the EPLAN view that displays the Integrate menu. |@red: |+<WRAP info><color blue>**Note:**</color> \\ \\ Select the correct project and make sure you are in the EPLAN view that displays the Integrate menu.</WRAP>
  
 ==== 3.3.1 Save project ==== ==== 3.3.1 Save project ====
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   * Repeat the process to save changed project information to Teamcenter at any time.   * Repeat the process to save changed project information to Teamcenter at any time.
  
-===== 3.3.2 Linking a project manually =====+==== 3.3.2 Linking a project manually ====
  
 // Normally, when saving, you first create a new object in Teamcenter and automatically link it to the project. With the integration you can also manually link the project with an existing object in Teamcenter. // // Normally, when saving, you first create a new object in Teamcenter and automatically link it to the project. With the integration you can also manually link the project with an existing object in Teamcenter. //
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-===== 3.3.3 Save reservation =====+==== 3.3.3 Save reservation ====
  
 // You can use integration to retain or delete the object reservation when you execute the storage process. // // You can use integration to retain or delete the object reservation when you execute the storage process. //
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 |7. |Optional: If you discover errors in the parts list, click Cancel. In this case, no BOM information and output files are uploaded to Teamcenter. | |7. |Optional: If you discover errors in the parts list, click Cancel. In this case, no BOM information and output files are uploaded to Teamcenter. |
  
-|@red: |**Note:** \\ Check the entries in the Missing parts tab. These BOM items do not yet exist in Teamcenter and therefore cannot be included in the BOM. |@red: |+<WRAP info><color blue>**Note:**</color> \\ \\ Check the entries in the Missing parts tab. These BOM items do not yet exist in Teamcenter and therefore cannot be included in the BOM.</WRAP>|
  
 **Result** **Result**
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 // This chapter describes how projects can be downloaded from Teamcenter and opened in EPLAN. // // This chapter describes how projects can be downloaded from Teamcenter and opened in EPLAN. //
  
-|@red: |**Note:** \\ Make sure you are in the EPLAN view that displays the Integrate menu. |@red: |+<WRAP info><color blue>**Note:**</color> \\ Make sure you are in the EPLAN view that displays the Integrate menu.</WRAP> 
 + 
 + 
 +==== 3.4.1 Open unreserved project for editing ==== 
 + 
 +// Integration allows you to download a non-reserved project from Teamcenter, open it in EPLAN for editing and reserve it in Teamcenter for the current user. // 
 + 
 +**Before you start** 
 + 
 +A project is saved in Teamcenter but not reserved. 
 + 
 +**Procedure** 
 + 
 +|< 50em 5% >| 
 +|1. |Select **Integrate > Open from PLM**. The module dialog opens. | 
 +|2. |In the Innovation section, click on Search. | 
 +|3. |Search for an existing and unreserved object in Teamcenter. | 
 +|4. |Optional: Select a different target directory. | 
 +|5. |Activate the Check out option. | 
 +|6. |Click OK. | 
 + 
 + 
 +**Result** 
 + 
 +  * The project files are downloaded from Teamcenter, extracted and opened in EPLAN for editing. 
 +  * The object is reserved for the current user in Teamcenter. 
 +  * The module dialog closes. 
 + 
 + 
 +==== 3.4.2 Open reserved or released project ==== 
 + 
 +// Integration also allows you to open reserved or released projects from Teamcenter in EPLAN. You can edit the project locally, but you cannot save it back to Teamcenter. // 
 + 
 +**Before you start** 
 + 
 +A project is stored in Teamcenter and is either reserved or released. 
 + 
 +**Procedure** 
 + 
 +|< 50em 5% >| 
 +|1. |Select **Integrate > Open from PLM**. The module dialog opens. | 
 +|2. |In the Innovation section, click on Search. | 
 +|3. |Search for an existing and unreserved object in Teamcenter. | 
 +|4. |Optional: Select a different target directory. | 
 +|5. |Activate the View option. | 
 +|6. |Click OK. | 
 + 
 +**Result** 
 + 
 +  * The project files are downloaded from Teamcenter, extracted and opened in EPLAN read-only. 
 +  * The module dialog closes. 
 + 
 +**Next steps** 
 + 
 +Revision the released project in Teamcenter to open it for editing in EPLAN. 
 + 
 + 
 +===== 3.5. Match components and items ===== 
 + 
 +This chapter describes use cases for the alignment of parts, items and attributes between the library and Teamcenter. 
 + 
 +<WRAP info><color blue>**Note:**</color> \\ \\ Make sure you are in the EPLAN view that displays the Integrate menu.</WRAP> 
 + 
 +How you work with your components in EPLAN and the items in Teamcenter depends on your workflows. 
 + 
 +  * You can manage all items in Teamcenter and use the Synchronize Parts function to synchronize the data regularly with the library in EPLAN. 
 +  * You can manage all components in the library in EPLAN and use the Synchronize Parts function to create new items in Teamcenter and synchronize the attribute values. 
 +  * You can use a mixture of both. Manage the items and the most important attribute values in Teamcenter. Manage the other attribute values in the library in EPLAN and use the Synchronize Parts function to synchronize both systems. To do this, you must configure different synchronization directions, for example: 
 + 
 +    * Item number in Teamcenter: Teamcenter > EPLAN 
 +    * Footprint name: EPLAN > Teamcenter 
 +    * Description: Teamcenter > EPLAN 
 + 
 + 
 +==== 3.5.1 Create Fehelnde Items ===== 
 + 
 +// With the integration you can automatically create missing items from the last upload of the parts list in Teamcenter and link them to the components. // 
 + 
 +**Before you start** 
 + 
 +A project was saved with the BOM option in Teamcenter. Make sure that the project contains parts that do not exist as items in Teamcenter and are listed in the Missing Parts view of the BOM Comparison dialog. 
 + 
 +**Procedure** 
 + 
 +|1. |Select Synchronize Parts in EPLAN Integrate > Synchronize Parts. | 
 +| |The module dialog opens. By default, you are not informed about missing items in Teamcenter from the last upload of the parts list. If you want to be informed about this when starting the **Synchronize Parts** module, you can configure this behavior. See Installation and Administration Guide for more information. | 
 +|2. |Select Items > Add > Missing Parts in the menu and select the entry of the last parts list upload. | 
 +| |The parts without a corresponding item in Teamcenter are loaded into the Overview area. | 
 +|3. |Select individual components in the Overview area or click Select All. | 
 +|4. |Click Synchronize. | 
 + 
 +**Result** 
 + 
 +  * An item is created in Teamcenter for each selected component and the new number is linked to the component. 
 +  * Depending on the setup, the item number is created analogous to the part number or the item number is generated automatically and written into a separate field in the library. 
 + 
 + 
 +==== 3.5.2 Calibrate new component ====  
 + 
 +// Integration allows you to synchronize new parts in the library with Teamcenter. New items are created in Teamcenter and linked to the components. // 
 + 
 +**Procedure** 
 +|< 50em 5% >| 
 +|1. |Create a new part in the library. | 
 +|2. |Select Synchronize Parts in EPLAN Integrate > Synchronize Parts. The module dialog opens. | 
 +|3. |There are two ways to search for the new component. 
 +| |->Enter the part number in the quick search field and press Enter. | 
 +| |->Select Items > Add and find the component by its class. | 
 +|4. |Select the component in the Overview area and click Synchronize. | 
 + 
 + 
 +**Result** 
 + 
 +  * An item is created in Teamcenter for the selected part and the new number is linked to the part. 
 +  * Depending on the setup, the item number is created analogous to the part number or the item number is generated automatically and written into a separate field in the library. 
 + 
 + 
 +==== 3.5.3 Linking a component with an item ==== 
 + 
 +// With the integration you can also manually link components with items. // 
 + 
 +**Before you start** 
 + 
 +Non-linked components and items are available in both systems. 
 +|< 50em 5% >| 
 +|1. |Select Synchronize Parts in EPLAN Integrate > Synchronize Parts. The module dialog opens. | 
 +|2. |Search for the new component in two ways. | 
 +| |->Enter the part number in the quick search field and press Enter. | 
 +| |->Select Items > Add and find the component by its class. | 
 +|3. |Select the component in the Overview area and click Link. | 
 +|4. |Search for the item in Teamcenter, select it, and click OK. | 
 + 
 +**Result** 
 + 
 +  * The component is linked to the item and the attributes are adjusted. 
 +  * Depending on the setup, the item number is created analogous to the part number or the item number is automatically generated and written into a separate field in the library. 
 + 
 +==== 3.5.4 Adjusting attribute changes ===== 
 + 
 +// Integration allows you to adjust attribute changes to items that are already linked to the components. // 
 + 
 +**Before you start** 
 + 
 +Linked items are available in Teamcenter. 
 + 
 +**Procedure** 
 +|< 50em 5% >| 
 +|1. |search for an already synchronized item in Teamcenter and open its properties. | 
 +|2. |change some of the common EPLAN attributes. | 
 +|3. |select **Integrate > Synchronize Parts** in EPLAN. The module dialog opens. | 
 +|4. |Enter the item number in the quick search field and press Enter. | 
 +|5. |Select the component in the Overview area. | 
 +|6. |Check the changed attribute values in Teamcenter in the Details area. | 
 +|7. |click **Synchronize**. | 
 + 
 +**Result** 
 + 
 +The changed attribute values from the item in Teamcenter are compared with the part. 
 + 
 + 
 +===== 3.6. Release and revise the project ===== 
 + 
 +// A project is released and revised directly in Teamcenter. // 

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