Configurator tab

Use the Configurator tab to manage dataset structures, structure elements, and parameters, as well as to import and export datasets.

Create type group

Type Group is a collection of one or more datasets. Use Configurator to add, edit, remove Type Groups and the datasets.

Procedure

Open the Product & Quality > Setup Specs menu entry.
Click on the Configurator tab.
Select the radio button Type Group to choose Type Group view.
To show the Type Group options, click on Type Group dropdown menu entry.
Select Create Type Group option.
The dialog window opens.
Type a name for the Type Group.
Click on Create.

The type group was created and a success message is shown.

Type Group name must be unique.

Copy type group

Prerequisite

Type group exists.

Procedure

Open the Product & Quality > Setup Specs menu entry.
Click on the Configurator tab.
Select the radio button Type Group to choose Type Group view.
To copy existing Type Group, choose the Type Group from the dropdown menu.
To show the Type Group options, click on Type Group dropdown menu.
Select Copy Type Group option.
The dialog window opens.
Type a name for the new copy of Type Group.
Click on Copy.

The type group was copied and a success message is shown. The copied Type Group was shown on Type Group dropdown menu.

Copied type group name must be unique.

Edit type group

Prerequisite

Type group exists.

Procedure

Open the Product & Quality > Setup Specs menu entry.
Click on the Configurator tab.
Select the radio button Type Group to choose Type Group view.
To edit existing Type Group, choose the Type Group from the dropdown menu.
To show the Type Group options, click on Type Group dropdown menu.
Select Edit Type Group option.
The dialog window opens.
Type a new name for the Type Group.
Click on Edit.

The type group was changed and a success message is shown.

Edited Type Group name must be unique.

Delete type group

Prerequisites

Type group exists.

Procedure

Open the Product & Quality > Setup Specs menu entry.
Click on the Configurator tab.
Select the radio button Type Group to choose Type Group view.
To show the Type Group options, click on Type Group dropdown menu.
Click on the Delete option.
A confirmation prompt was shown.
Confirm with Delete.

The type Group was deleted and a success message is shown.

Create dataset structure

Prerequisite

Procedure

Open the Product & Quality > Setup Specs menu entry.
Click on the Configurator tab.
Select Production Area or Type Group from the radio buttons.
Select Dataset under Type Group or Dataset Template under Production Area from the dropdown menu.
Click on to add Dataset or Dataset Template.
The dialog window opens.
Enter data in the Create Dataset or Create Dataset Template dialog window.
Select the type of Dataset or Dataset Template to create by selecting the radio button.
- To add a location type Dataset or Dataset Template:
  - Enter a line number or a station number of the dataset structure in the text box Line or Station.
  - If needed, fill the optional fields Station Index, Functional Unit, Working Position, Tool Position and Description.
  - If needed, navigate to Export tab to enable automatic export.
- To add a Process type Dataset or Dataset Template:
  - Enter a process number of the dataset structure in the text box Process Number.
  - If needed, fill the optional field Description.
- To add an Application type Dataset or Dataset Template:
  - Enter an application name or number of the dataset structure in the text box Application.
  - If needed, fill the optional field Description.
Click on Create.

The dataset or dataset Template structure was created and a success message is shown.

Edit dataset structure

Prerequisites

Production area exists.
Type group exists.
Location type Dataset structure exists.

Procedure

Open the Product & Quality > Setup Specs menu entry.
Click on the Configurator tab.
Select Production Area or Type Group from the radio buttons.
Select a Location type Dataset or Dataset Template from the detailed view.
Click on in the dataset structure row in the detailed view.
Select Edit option.
Enable or disable the automatic export for the Dataset or Dataset Template.
Select the format CSV or DAT for the automatic export.
Click on Edit.

The format for automatic export of the dataset structure is changed and a success message is shown.

Alternatively, edit the automatic export on Production Area level under Product Tab: Enabling automatic export for production area.

Copy dataset structure

Prerequisites

Production area exists.
Type group exists.
Dataset structure exists.

Procedure

Open the Product & Quality > Setup Specs menu entry.
Click on the Configurator tab.
Select Production Area or Type Group from the radio buttons.
Select a Dataset or Dataset Template from the detailed view.
Click on in the dataset structure row in the detailed view.
Click on Copy.
Enter data on the Create Copy of Dataset window
- Edit the line of the dataset structure in the Line text box (only for the location dataset type).
- Edit the station of the dataset structure in the Station text box (only for the location dataset type).
- Edit the station index of the dataset structure in the Station Index text box (only for the location dataset structure type).
- Edit the functional unit of the dataset structure in the Functional Unit text box (only for the location dataset structure type).
- Edit the working position of the dataset structure in the Working Position text box (only for the location dataset structure type).
- Edit the tool position of the dataset structure in the Tool Position text box (only for the location dataset structure type).
- Edit the process number of the dataset structure in the Process Number text box (only for the process dataset structure type).
- Edit the application of the dataset structure in the Application text box (only for the application dataset structure type).
Click on Edit.

The dataset structure was copied and a success message is shown.

Delete dataset structure

Prerequisites

Production area exists.
Type group exists.
Dataset structure exists.

Procedure

Open the Product & Quality > Setup Specs menu entry.
Click on the Configurator tab.
Select Production Area or Type Group from the radio buttons.
Select a Dataset Template under Production Area or Dataset under Type Group.
Click on in the Dataset ID or Dataset Template ID row in the detailed view.
Click on Delete.
Confirm with Delete.

The dataset structure was deleted and a success message is shown.

Filter dataset structure

Prerequisites

Production area exists.
Type group exists.
Dataset structure exists.

Procedure

Open the Product & Quality > Setup Specs menu entry.
Click on the Configurator tab.
Select Production Area or Type Group from the radio buttons.
Click on a filter criterion in the header in the detailed view:
- Click on the Location to display only location-specific dataset structures.
- Click on the Application to display only application-specific dataset structures.
- Click on the Process to display only process-specific dataset structures.

The dataset structure was filtered and a success message is shown.

Search for dataset structure

Prerequisites

Production area exists.
Type group exists.
Dataset structure exists.

Procedure

Open the Product & Quality > Setup Specs menu entry.
Click on the Configurator tab.
Select Production Area or Type Group from the radio buttons.
In the detailed view, enter the dataset structure name in full or in part in the search box.

Dataset structures that match the selected filter criteria were shown in the list.

Card settings for dataset structure

Prerequisites

Production area exists.
Type group exists.
Dataset structure exists.

Procedure

Open the Product & Quality > Setup Specs menu entry.
Click on the Configurator tab.
Select Production Area or Type Group from the radio buttons.
In the detailed view, Card Settings option.
To change the attributes on detailed view, drag or use and to move following items between Available Fields to Selected Fields:
- Adding Description field under Selected Fields shows Description of each dataset in detailed view.
- Adding Type field under Selected Fields shows the Type of each dataset in the detailed view.
- Adding Dataset Template ID field under Selected Fields shows Dataset Template ID of each dataset in detailed view. (Only available under the Production Area).
- Adding Dataset ID field under Selected Fields shows Dataset ID of each dataset in detailed view. (Only available under Type Group).
Click on Save.

The card settings were updated and a success message is shown.

To execute the card setting selections in bulk, use Select all, Add all and Remove all options under Card Settings.

Select all function under the Available Fields and Selected Fields select all fields available on Available Fields.
Add all function under the Available Fields select and add all fields to Selected Fields.
Remove all function under the Selected Fields select and add all fields to Available Fields.

Scroll and collapse settings for dataset structure

Prerequisites

Production area exists.
Type group exists.
Multiple dataset structures exist.

Procedure

Open the Product & Quality > Setup Specs menu entry.
Click on the Configurator tab.
Select Production Area or Type Group from the radio buttons.
In the detailed view, see the following actions:
- To collapse all datasets to hide root elements, click on Collapse All.
- To scroll back up to the beginning of the dataset list, click on Scroll Up.
- To scroll back up to highlighted dataset, click on Scroll to Selection.

The actions of collapsing, scrolling up to the beginning of the list, and scrolling back to selection were enabled.

Add structure element

Prerequisites

Production area exists.
Type group exists.
Dataset structure exists.

Procedure

Open the Product & Quality > Setup Specs menu entry.
Click on the Configurator tab.
Select Production Area or Type Group from the radio buttons.
Click on the Dataset or Dataset Template in the detailed view or on in the row of dataset on detailed view.
Click on the in the root row.
The dialog window opens.
Enter a name in the Create Structure Element window.
- Enter the name of the structure element in the Name text box.
- Deactivate the Mandatory switch if the structure element is not required for the release.
- Activate the 1D array switch to create a 1D structure array.
- Enter a minimum number of 1D structure arrays in the Minimum text box (only if the 1D array switch is active).
- Enter a maximum number of 1D structure arrays in the Maximum text box (only if the 1D array switch is active).
Click on Create.
Click on Save in the detailed view.
Enter a version comment in the Save Changes dialog window.
Click on Save.

The structure element was added and a success message is shown.

Edit structure element

Prerequisites

Production area exists.
Type group exists.
Dataset structure exists.
Structure element exists.

Procedure

Open the Product & Quality > Setup Specs menu entry.
Click on the Configurator tab.
Select Production Area or Type Group from the radio buttons.
Click on the Dataset or Dataset Template in the detailed view or on in the row of dataset on detailed view.
Click on the Root element and then click on in the row of Root element.
Click on Edit.
The dialog window opens.
Enter the name in the Edit Structure Element dialog window.
- Edit the name of the structure element in the Name text box.
- Deactivate the Mandatory switch if the structure element is not required for the release.
- Activate the 1D array switch to create a 1D structure array.
- Enter the minimum number of 1D structure arrays in the Minimum text box (only if the 1D array switch is active).
- Enter the maximum number of 1D structure arrays in the Maximum text box (only if the 1D array switch is active).
Click on Save.
Click on Save in the detailed view.
Enter a version comment in the Save Changes window.
Click on Save.

The structure element was changed and a success message is shown.

To add more structure elements under specific elements, select the structure element first and click on add to add.
Then follow the steps to see how to add a structure element.

Delete structure element

Prerequisites

Production area exists.
Type group exists.
Dataset structure exists.
Structure element exists.

Procedure

Open the Product & Quality > Setup Specs menu entry.
Click on the Configurator tab.
Select Production Area or Type Group from the radio buttons.
Click on the Dataset or Dataset Template in the detailed view or on in the row of dataset on detailed view.
Select a structure element.
Click on in the row of a structure element.
Click on Delete in the options menu.
A confirmation prompt is shown.
Confirm with Delete.
Click on Save in the detailed view.
Enter a version comment in the Save Changes window.
Click on Save.

The structure element was deleted and a success message is shown.

Search for structure element

Prerequisites

Production area exists.
Type group exists.
Dataset structure exists.
Structure element exists.

Procedure

Open the Product & Quality > Setup Specs menu entry.
Click on the Configurator tab.
Select Production Area or Type Group from the radio buttons.
Click on the Dataset or Dataset Template in the detailed view or on in the row of dataset on detailed view.
Enter the structure element name in full or in part in the search box.

Structure elements that match the selected filter criteria were shown in the list.

Create parameters

Prerequisites

Production area exists.
Type group exists.
Dataset structure exists.
Structure element exists.

Procedure

Open the Product & Quality > Setup Specs menu entry.
Click on the Configurator tab.
Select Production Area or Type Group from the radio buttons.
Click on the Dataset or Dataset Template in the detailed view or on in the row of dataset on detailed view.
Select a structure element.
To add parameters, click on in the Parameter Configuration tab.
The dialog window opens.
Enter the name in the Create Parameter window.
- Select the source of the parameter in the Source drop-down list.
  - Use Internal in dataset and dataset template to configure parameters.
- To select the parameter type, use the dropdown menu.
- Select a data type of the parameter in the Data Type drop-down list (only for internal source).
  - 02:I2 - Integer between minimum -32768 and maximum 32767
  - 03:I4 - Integer between minimum -2147483648 and maximum -2147483647
  - 04:R4 - Decimal with single precision
  - 05:R8 - Decimal with double precision
  - 07:DATE - Date and time; for example 01/01/2025
  - 08:BSTR - String
  - 11:BOOL -Boolean true or false
  - 16:I1 - Integer between minimum -128 and maximum 127
  - 17:UI1 - Integer between minimum 0 and maximum 255
  - 18:UI2 - Integer between minimum 0 and maximum 65535
  - 19:UI4 - Integer between minimum 0 and maximum 4294967295
  - 20:I8 - Integer between minimum -9e+18 and maximum 9e+18
  - 21:UI8 - Integer between minimum 0 and maximum 1.8e+19
- Enter a unit of the parameter in the Unit text box.
- Deactivate the Mandatory switch if the parameter is not required for the release.
  
  Setup Specs cannot release a dataset with a parameter with activated Mandatory switch, if the parameter doesn’t have value. Provide the value after creation, but before release.
- Enter a minimum value of the parameter in the Minimum text box.
- Enter a maximum value of the parameter in the Maximum text box.
  1. Enter a default value of the parameter from Dataset Template in the Default Value text box.
  2. Enter a value of the parameter from Dataset in the Value text box (only for the internal source).
- Enter the minimum number of 1D arrays, 2D arrays or 3D arrays in the Minimum Array Elements text box.
- Enter the maximum number of 1D arrays, 2D arrays or 3D arrays in the Maximum Array Elements text box.
- Activate the Enumeration Values switch to add enumeration value.
  - Metadata has configurable name and format string for the parameter.
  - Inheritage of Linked parameters from other existing Production Areas is possible. Value stays the same as in origin variant. Updating the original parameter updates the linked parameter simultaneously.
- Enter the name of the parameter in the Name text box.
- Enter a brief description of the parameter in the Description text box.
- Type the values under the Extended Properties.
To add the parameter and save directly, click on Add & Save.
Click on Save in the detailed view.
Enter a version comment in the Save Changes window.
Click on Save.

The parameter was created and a success message is shown.

Edit parameters

Prerequisites

Production area exists.
Type group exists.
Dataset structure exists.
Structure element exists.
Parameter exists.

Procedure

Open the Product & Quality > Setup Specs menu entry.
Click on the Configurator tab.
Select Production Area or Type Group from the radio buttons.
Click on the Dataset or Dataset Template in the detailed view or on in the row of dataset on detailed view.
Select a structure element.
In the detailed view, click on the in the Parameter Configuration tab in the row of a parameter.
A dialog window opens.
Enter the name in the Edit Parameter window.
- Edit the fields considering the rules given on creating a parameter.
  
  To add the edited parameter and save directly, click on Edit and Save.
Click on Edit in the detailed view.
Enter a version comment in the Save Changes dialog window.
Click on Save.

The parameter was changed and a success message is shown.

Delete parameters

Prerequisites

Production area exists.
Type group exists.
Dataset structure exists.
Structure element exists.
Parameter exists.

Procedure

Open the Product & Quality > Setup Specs menu entry.
Click on the Configurator tab.
Select Production Area or Type Group from the radio buttons.
Click on the Dataset or Dataset Template in the detailed view or on in the row of dataset on detailed view.
Select a structure element.
To delete single parameter or in the detailed view, click on the in the parameter row in the Parameter Configuration tab.
- Alternatively, to delete multiple parameters in the detailed view, select the parameters in the Parameter Configuration tab by activating the checkboxes and click on the Delete in the header.
Confirm with Delete.
Click on Save in the detailed view.
Enter a version comment in the Save Changes dialog window.
Click on Save.

The parameter was deleted and a success message is shown.

Import parameters

Prerequisites

Production area exists.
Type group exists.
Dataset structure exists.

Procedure

Open the Product & Quality > Setup Specs menu entry.
Click on the Configurator tab.
Select Production Area or Type Group from the radio buttons.
Click on the Dataset or Dataset Template in the detailed view or on in the row of dataset on detailed view.
Click on in the Dataset ID or Dataset Template ID row.
Click on Import.
A dialog window opens.
Select the JSON or DAT file type as the format of export in the operating system window.

Select only one file to import.
Click on Save in the detailed view.
Enter a version comment in the Save Changes dialog window.
Click on Save.

The parameters were imported and a success message is shown.

Export parameters

Prerequisites

Production area exists.
Type group exists.
Dataset structure exists.

Procedure

Open the Product & Quality > Setup Specs menu entry.
Click on the Configurator tab.
Select Production Area or Type Group from the radio buttons.
Click on the Dataset or Dataset Template in the detailed view or on in the row of dataset on detailed view.
Click on in the Dataset ID or Dataset Template ID row.
Click on Export.
A dialog window opens.
Save the file in JSON format in the operating system window.

The parameters were exported and a success message is shown.

Change the order of the parameters

Prerequisites

Production area exists.
Type group exists.
Dataset structure exists.
Structure element exists.
Parameter exists.

Procedure

Open the Product & Quality > Setup Specs menu entry.
Click on the Configurator tab.
Select Production Area or Type Group from the radio buttons.
Click on the Dataset or Dataset Template in the detailed view or on in the row of dataset on detailed view.
Click on a structure element.
Open the Parameter Order tab in the detailed view.
Drag individual parameters or use to reorder.
Click on Save in the detailed view.
Enter a version comment in the Save Changes dialog window.
Click on Save.

The order of the parameters was changed.

Add translation of the parameter description and unit

Prerequisites

Production area exists.
Type group exists.
Dataset structure exists.
Structure element exists.
Parameter exists.

Procedure

Open the Product & Quality > Setup Specs menu entry.
Click on the Configurator tab.
Select Production Area or Type Group from the radio buttons.
Click on the Dataset or Dataset Template in the detailed view or on in the row of dataset on detailed view.
Click on a structure element.
Open the Translation tab in the detailed view.
Select the desired language in addition to English in the language drop-down list.
Click on in the row of a parameter.
Enter the translation of the parameter description in the Description row.
Enter the translation of the parameter unit in the Unit row.
Click on Save in the detailed view.
Enter a version comment in the Save Changes dialog window.
Click on Save.

The translation of the parameter description was added.

Release from query

Setup Specs offers jump to the Query after the update on datasets and parameters from a Type Group, if the dataset was a part of a released variant. This navigation starts from Configurator, leading to the Query; to ease the release process for the datasets and variants.

Prerequisites

Production area exists.
Type group exists.
Dataset structure exists.
Structure element exists.
Parameter exists.

Procedure

Open the Product & Quality > Setup Specs menu entry.
Click on the Configurator tab.
Select Type Group from the radio buttons.
Click on the Dataset in the detailed view or on in the row of dataset on detailed view.
Click on a structure element.
Change the dataset structure by:
Click on Save in the detailed view.
Enter a version comment in the Save Changes dialog window.
Click on Save.
Click on Continue to jump to Query to proceed with the release process.

Confirm the saving process with clicking on Cancel and stay in Configurator.

setsp_query_after_jump_2025_01

The Query tab opens. Search results are highlights the affected variants and datasets.

In the Query tab, change the status of variants, or change the status of datasets.