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  • Setup Specs
  • User manual
  • Configurator tab
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Configurator tab

The Configurator tab is used to manage dataset structures, structure elements and parameters.

Prerequisites

  • Configurator User or Setup Specs Admin role

  • The user is logged on to the Web Portal.

Procedure

Open the Configurator tab in the Product Setup > Setup Parameters menu.

Create dataset structure

Prerequisite

Production area has been created.

Procedure

  1. Click on a production area in the Configurator tab.

  2. Click add_border in the detailed view in the header.

  3. Enter the information in the Create Dataset Structure dialog window:

    setsp_create_dataset

    • Use the radio button to select a dataset structure type.

    • A line of the dataset structure can be entered in the Line text box (only for the location dataset structure type).

    • Enter the station of the dataset structure in the Station text box (only for the location dataset structure type).

    • A station index of the dataset structure can be entered in the Station Index text box (only for the location dataset structure type).

    • A functional unit of the dataset structure can be entered in the Functional Unit text box (only for the location dataset structure type).

    • A working position of the dataset structure can be entered in the Working Position text box (only for the location dataset structure type).

    • A tool position of the dataset structure can be entered in the Tool Position text box (only for the location dataset structure type).

    • In the Process Number text box, enter the process number of the dataset structure (only for the process dataset structure type).

    • Enter the application of the dataset structure in the Application text box (only for the application dataset structure type).

  4. Click Create.

The dataset structure is created and appears in the list.

Copy dataset structure

Prerequisites

  • Production area has been created.

  • Dataset structure has been created.

Procedure

  1. Click on a production area in the Configurator tab.

  2. Click mdm_copy_icon in the dataset structure row in the detailed view.

  3. Enter the information in the Create Copy dialog window:

    setsp_create_copy

    • The line of the dataset structure can be edited 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).

    • The station index of the dataset structure can be edited in the Station Index text box (only for the location dataset structure type).

    • The functional unit of the dataset structure can be edited in the Functional Unit text box (only for the location dataset structure type).

    • The working position of the dataset structure can be edited in the Working Position text box (only for the location dataset structure type).

    • The tool position of the dataset structure can be edited in the Tool Position text box (only for the location dataset structure type).

    • The process number of the dataset structure can be edited in the Process Number text box (only for the process dataset structure type).

    • The application of the dataset structure can be edited in the Application text box (only for the application dataset structure type).

  4. Click Copy.

The dataset structure is copied and appears in the list.

Delete dataset structure

Prerequisites

  • Production area has been created.

  • Dataset structure has been created.

Procedure

  1. Click on a production area in the Configurator tab.

  2. Click delete in the dataset structure row in the detailed view.

  3. In the Delete Dataset Structure dialog window, click Delete.

    setsp_delete_dataset

The dataset structure is deleted and no longer appears in the list.

Filter dataset structure

Prerequisites

  • Production area has been created.

  • Dataset structure has been created.

Procedure

  1. Click on a production area in the Configurator tab.

  2. Click on a filter criterion in the header in the detailed view:

    • Click map Location to display only location-specific dataset structures.

    • Click cube-stacked Application to display only application-specific dataset structures.

    • Click directory Process to display only process-specific dataset structures.

Only dataset structures with the selected filter criteria are displayed in the list.

Search for dataset structure

Prerequisites

  • Production area has been created.

  • Dataset structure has been created.

Procedure

  1. Click on a production area in the Configurator tab.

  2. In the detailed view, enter the dataset structure name in full or in part in the search box.

All dataset structures that contain the search expression in their name and that satisfy the other filter criteria are displayed.

Add structure element

Prerequisites

  • Production area has been created.

  • Dataset structure has been created.

Procedure

  1. Click on a production area in the Configurator tab.

  2. Click forward-right in the detailed view in the row of a dataset structure.

  3. Click add_black in the root row.

  4. Enter the information in the Create Structure Element dialog window:

    setsp_create_structure_element

    • Enter the name of the structure element in the Name text box.

    • Deactivate the Mandatory switch if the structure element is not required.

    • Activate the 1D array switch if a 1D structure array is to be created.

    • A minimum number of 1D structure arrays can be entered in the Minimum text box (only if the 1D array switch is activated).

    • A maximum number of 1D structure arrays can be entered in the Maximum text box (only if the 1D array switch is activated).

  5. Click Create.

  6. Click Save in the detailed view.

  7. Enter a version comment in the Save Changes dialog window.

  8. Click Save.

The structure element is added and appears in the root structure.

Edit structure element

Prerequisites

  • Production area has been created.

  • Dataset structure has been created.

  • Structure element has been added.

Procedure

  1. Click on a production area in the Configurator tab.

  2. Click forward-right in the detailed view in the row of a dataset structure.

  3. Click options in the row of a structure element.

  4. Click Edit in the options menu.

  5. In the Edit Structure Element dialog window, enter the information:

    setsp_edit_structure_element

    • Edit the name of the structure element in the Name text box.

    • Deactivate the Mandatory switch if the structure element is not required.

    • Activate the 1D array switch if a 1D structure array is to be created.

    • The minimum number of 1D structure arrays can be edited in the Minimum text box (only if the 1D array switch is activated).

    • The maximum number of 1D structure arrays can be edited in the Maximum text box (only if the 1D array switch is activated).

  6. Click Save.

  7. Click Save in the detailed view.

  8. Enter a version comment in the Save Changes dialog window.

  9. Click Save.

The structure element is edited and appears in the root structure.

Delete structure element

Prerequisites

  • Production area has been created.

  • Dataset structure has been created.

  • Structure element has been added.

Procedure

  1. Click on a production area in the Configurator tab.

  2. Click forward-right in the detailed view in the row of a dataset structure.

  3. Click options in the row of a structure element.

  4. Click Delete in the options menu.

  5. In the Delete Structure Element dialog window, click Delete.

    setsp_delete_structure_element

  6. Click Save in the detailed view.

  7. Enter a version comment in the Save Changes dialog window.

  8. Click Save.

The structure element is deleted and no longer appears in the root structure.

Search for structure element

Prerequisites

  • Production area has been created.

  • Dataset structure has been created.

  • Structure element has been added.

Procedure

  1. Click on a production area in the Configurator tab.

  2. Click forward-right in the detailed view in the row of a dataset structure.

  3. Enter the structure element name in full or in part in the search box.

All structure elements that contain the search expression in their name are displayed.

Create parameters

Prerequisites

  • Production area has been created.

  • Dataset structure has been created.

  • Structure element has been added.

Procedure

  1. Click on a production area in the Configurator tab.

  2. Click forward-right in the detailed view in the row of a dataset structure.

  3. Click on a structure element.

  4. In the detailed view, click add_border in the Parameter Configuration tab.

  5. Enter the information in the Create Parameters dialog window:

    setsp_create_parameter

    • Select the source of the parameter in the Source drop-down list.

    • Use the radio button to select the parameter type.

    • Enter the name of the parameter in the Name text box.

    • You can enter a brief description of the parameter in the Description text box.

    • Deactivate the Mandatory switch if the parameter is not required (only for internal source).

    • A data type of the parameter can be selected in the Data Type drop-down list (only for internal source).

    • A unit of the parameter can be entered in the Unit text box (only for internal source).

    • A minimum value of the parameter can be entered in the Minimum text box (only for internal source).

    • A maximum value of the parameter can be entered in the Maximum text box (only for internal source).

    • A default value of the parameter can be entered in the Default Value text box (only for internal source).

    • The minimum number of 1D arrays, 2D arrays or 3D arrays can be entered in the Minimum Array Elements text box (only for internal source).

    • The maximum number of 1D arrays, 2D arrays or 3D arrays can be entered in the Maximum Array Elements text box (only for internal source).

    • Activate the Enumeration Values switch if enumeration values are added (only for internal source).

    • Select the format string of the parameter and/or enter text in the Format String drop-down list (only for metadata source).

    • The path to a dataset can be selected in the Dataset Path search field (only for linked source).

    • The path to a parameter or a structure element can be entered in the Root Path text box (only for linked source).

  6. Click Save.

  7. Click Save in the detailed view.

  8. Enter a version comment in the Save Changes dialog window.

  9. Click Save.

The parameter is created and appears in the list.

Edit parameters

Prerequisites

  • Production area has been created.

  • Dataset structure has been created.

  • Structure element has been added.

  • Parameter has been created.

Procedure

  1. Click on a production area in the Configurator tab.

  2. Click forward-right in the detailed view in the row of a dataset structure.

  3. Click on a structure element.

  4. In the detailed view, click mdm_edit_icon in the Parameter Configuration tab in the row of a parameter.

  5. Enter the information in the Edit Parameters dialog window:

    setsp_edit_parameter

    • Select the source of the parameter in the Source drop-down list.

    • Use the radio button to select the parameter type.

    • Edit the name of the parameter in the Name text box.

    • The description of the parameter can be edited in the Description text box.

    • Deactivate the Mandatory switch if the parameter is not required (only for internal source).

    • The data type of the parameter can be selected in the Data Type drop-down list (only for internal source).

    • The unit of the parameter can be edited in the Unit text box (only for internal source).

    • The minimum value of the parameter can be edited in the Minimum text box (only for internal source).

    • The maximum value of the parameter can be edited in the Maximum text box (only for internal source).

    • The default value of the parameter can be edited in the Default Value text box (only for internal source).

    • The minimum number of 1D arrays, 2D arrays or 3D arrays can be entered in the Minimum Array Elements text box (only for internal source).

    • The maximum number of 1D arrays, 2D arrays or 3D arrays can be entered in the Maximum Array Elements text box (only for internal source).

    • Activate the Enumeration Values switch if enumeration values are added (only for internal source).

    • Select the format string of the parameter and/or enter text in the Format String drop-down list (only for metadata source).

    • The path to a dataset can be selected in the Dataset Path search field (only for linked source).

    • The path to a variable or structure element can be edited in the Root Path text box (only for linked source).

  6. Click Save.

    Alternatively, the information in the parameter row can be edited.

  7. Click Save in the detailed view.

  8. Enter a version comment in the Save Changes dialog window.

  9. Click Save.

The parameter is edited and appears in the list.

Delete parameters

Prerequisites

  • Production area has been created.

  • Dataset structure has been created.

  • Structure element has been added.

  • Parameter has been created.

Procedure

  1. Click on a production area in the Configurator tab.

  2. Click forward-right in the detailed view in the row of a dataset structure.

  3. Click on a structure element.

  4. Delete parameter:

    • To delete a parameter, in the detailed view, click delete in the parameter row in the Parameter Configuration tab.

    • To delete multiple parameters, in the detailed view, select the parameters in the Parameter Configuration tab by activating the checkboxes and click delete Delete in the header.

  5. In the Delete Parameters dialog window, click Delete.

    setsp_delete_parameter

  6. Click Save in the detailed view.

  7. Enter a version comment in the Save Changes dialog window.

  8. Click Save.

The parameter is deleted and no longer appears in the list.

Import parameters

Prerequisites

  • Production area has been created.

  • Dataset structure has been created.

  • Structure element has been added.

Procedure

  1. Click on a production area in the Configurator tab.

  2. Click forward-right in the detailed view in the row of a dataset structure.

  3. Click on a structure element.

  4. In the detailed view, click import Import in the header of the Parameter Configuration tab.

  5. In the Import dialog window, click Overwrite.

    setsp_import_parameter

  6. Select the JSON or DAT file to be imported in the operating system dialog window.

    Only one file may be selected.

  7. Click Open.

  8. Click Save in the detailed view.

  9. Enter a version comment in the Save Changes dialog window.

  10. Click Save.

The parameter is imported. The root structure is overwritten.

Export parameters

Prerequisites

  • Production area has been created.

  • Dataset structure has been created.

Procedure

  1. Click on a production area in the Configurator tab.

  2. Click forward-right in the detailed view in the row of a dataset structure.

  3. Click on a structure element.

  4. In the detailed view, select one or more parameters in the Parameter Configuration tab by activating the checkbox.

  5. Click export Export in the header.

  6. Open or save the file in the operating system dialog window.

The parameter is exported and is displayed in a suitable program or saved.

Change the order of the parameters

Prerequisites

  • Production area has been created.

  • Dataset structure has been created.

  • Structure element has been added.

  • Parameter has been created.

Procedure

  1. Click on a production area in the Configurator tab.

  2. Click forward-right in the detailed view in the row of a dataset structure.

  3. Click on a structure element.

  4. Open the Preview tab in the detailed view.

  5. Drag and drop individual parameters using drag-handle.

  6. Click Save in the detailed view.

  7. Enter a version comment in the Save Changes dialog window.

  8. Click Save.

The order of the parameters is changed.

Add translation of the parameter description and unit

Prerequisites

  • Production area has been created.

  • Dataset structure has been created.

  • Structure element has been added.

  • Parameter has been created.

Procedure

  1. Click on a production area in the Configurator tab.

  2. Click forward-right in the detailed view in the row of a dataset structure.

  3. Click on a structure element.

  4. Open the Translation tab in the detailed view.

  5. Select the desired language in addition to English in the language drop-down list.

  6. Click down in the row of a parameter.

  7. Enter the translation of the parameter description in the Description row.

  8. Enter the translation of the parameter unit in the Unit row.

  9. Click Save in the detailed view.

  10. Enter a version comment in the Save Changes dialog window.

  11. Click Save.

The translation of the parameter description and the parameter unit is added.

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