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Customization – adding parts to the library in batch mode


Warning

Apart from during the TraceParts trial period, a specific licensing option must be purchased to use the link module.
Without the licensing option, this module will be unavailable.

What does "Adding parts in batch mode" involve?
Adding parts in batch mode allow users to add several of his own components in the library at once.
Adding parts in batch mode
CAUTION: This feature is only available for CATIA V5 platform.

File types that can be added to the library

The following files can be added (in batch mode): CATIA V5 files: .CATPart and .CATProduct, with parameters or not.

Notes:
  • Only files produced with a prior version, or egal version of CATIA V5 installed on the PC can be added to the library.
  • About CATIA: Added components using CATIA V5R17GA and higher can not be displayed in the 3D viewer of TraceParts.

Adding a set of components
    1. Start CATIA V5
    2. Start TraceParts from CATIA V5,
    3. Return in CATIA V5 and click the "Add parts in batch mode" icon
    4. A dialog box will open to allow the user to select the files containing the components to add



      Note: This is a regular "open" Windows dialog box. You can select several files at once using the uppercase and/or ctrl keys.

    5. Click "Open" button, another dialog box will be display, showing the list of the selected files 



      6. Buttons
      • Add
        • Allow user to add one or more component to the displayed list,
      • Remove
        • Allow user to remove one or more component from the displayed list,
      • Remove All
        • Clear the list.
      At this stage, all the files have a red tick in front of them. These red ticks mean that the components are not ready to be added to the library.

      You can also notice that the "OK" button that starts the adding process remains greyed.

    6. Select one of the listed file 

      7. Everything described below when one file is selected is also true when several files are selected at once.


      "Classifications" and "Documents" tabs become active and allow the user to associate the selected file to one or more classification (that means it defines the place in the library where the component will be available) and also associate one or more document.

      Selecting a classification

      It is mandatory to select at least one classification.

      Only one classification is currently available, this is the "User Classification".

      => Check the "User Classification".

      As soon as a classification is selected, the red tick will be replaced with a green one. This mean the component is ready to be added to the library.

      To be able to start the "add parts" process, ALL the files MUST have a green tick.

      This is only then that the "OK" button will be activated.

      About the buttons of the "Classifications" tab
      • Show selection
        • Display the selected classifications (usefull when there are several classification available)
      • Clear Selection
        • Uncheck all checked classification.
      Adding documents
      It is NOT Mandatory to associate document to a component.

      Click the "Documents" tab, click the "Add" button to select one or more documents to associate to the component.


      About the "Documents" tab buttons
      • Add
        • Allow the user to add one or more document to the list of the associated document for the selected component.
      • Remove
        • Remove the selected document(s)from the list.
      • Remove All 
        • Clear the list of the selected document.

      Notes:

      • You can associated as many documents as you want to a component
      • Any type of document can be used 
    7. Select a classification for each of the files listed and associate the documents if needed.

      8. Once all the files will have at least one classification, they will be all preceed with a green tick and the "OK" button will be activated. The add parts process can be started.



    8. Click the "OK" button, the process will start. A windows like the one below will be displayed showing the progression and the component being added. 


    9. Once processing has finished:

      • TraceParts is shown in the foreground and set to the "User" classification

        • Note: By default, the "User" classification does not exist in TraceParts. It is automatically created the first time that a part is added to the library.

      • The part added will be present in TraceParts with a thumbnail created during the insertion. The thumbnail also features the icon of the CAD program (CATIA V5)



      • The name used for the part is taken from the file containing it.
      • An example of the user classification is shown below after a few parts have been added to the library. 


Deleting a part added to the library
Please refer here.
Remarks
  • For the time being, a part added to the library cannot contain any BOM information.
  • the 2D viewer is not available for parts added to the library.
  • Parts added using CATIA V5R17 and higher can not be displayed in the 3D viewer. 

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