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SIEMENSSIEMENSSIEMENS

Standard PartsInstallation Guide

ST7

Proprietary and restricted rights notice

This software and related documentation are proprietary to Siemens Product Lifecycle ManagementSoftware Inc.

© 2014 Siemens Product Lifecycle Management Software Inc.

2 Standard Parts Installation Guide ST7

Contents

Proprietary and restricted rights notice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Setup overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1

Installing Standard Parts in an unmanaged environment . . . . . . . . . . . . . . . . . . . . . . . . . 2-1

Installing Standard Parts in an Insight environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1

Installing Standard Parts in a Teamcenter environment . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1

Configuring SQL Express 2008 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1

Configuring SQL Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1

Standard Parts Configuration Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1

Installing Parts Libraries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-1

Basic Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-1

ST7 Standard Parts Installation Guide 3

Chapter 1: Setup overview

Standard Parts requires a version of Microsoft SQL Server or SQL Express be installed on themachine where the Standard Parts Administrator is installed.

If a version of SQL Server is not present on the machine Standard Parts Administrator setup willinstall SQL Server Express 2008 SP1 as a prerequisite.

Solid Edge recommends SQL Express 2008 SP1 or higher and SQL Server 2008 or higher to runproperly.

The installation of the Master Part Files on the server machine with SQL Express 2008 SP1configures SQL Express such that the Administrator and Master Part Files are available to use.Installation of the Master Part Files is on by default.

The Master Part Files include free sample content and a sample SQL Database. It is recommendedthat if this is the first time you are installing Standard Parts Administrator to install the sample files.This will create a database and configure the system so it is ready to use.

Note

If the Master Part Files are not installed you will have to create a database and configureStandard Parts manually after installation is complete.

Standard Parts Administrator and SQL Server do not need to be installed on the client machines thataccess the components in the Standard Parts Database. They only need to be installed on the server.

You will need to manually configure SQL so Standard Parts can create and connect to the databaseif you have installed:

• A version of SQL Express other than SQL Express 2008 SP1,

• A standalone version of SQL Server,

• Or if you did not install the optional Master Part files with Standard Parts Administrator.

Once SQL is properly configured, use the Standard Parts Configuration Wizard to create andconnect to a database.

Instructions on how to manually configure Standard Parts are located in the following chapters.

ST7 Standard Parts Installation Guide 1-1

Chapter 2: Installing Standard Parts in anunmanaged environment

Follow these instructions to install Standard Parts in an environment where you manage files withouta PDM system. Later sections describe how to install Standard Parts in environments wheredocuments are managed with Insight or Teamcenter.

Standard Parts Administrator installation

1. Install Standard Parts Administrator on the workstation used for Standard Parts administration.Set the destination folder for Master Part Files. It should be a local/network location accessiblefrom other workstations (for example, \\Server\Public\SEStdParts). Full access permissionsare required for the target location.

• The Master Part Files feature installs only a free sample set of standard parts. Nevertheless,installing this feature creates necessary Solid Edge Standard Parts installation folderstructure. This structure can also be created later by installing Machinery or Piping StandardParts library or using the Solid Edge Standard Parts Configuration Wizard.

• It is best to identify the destination folder by typing the UNC address rather than by browsingin Look in. Nevertheless, local paths or mapped disks are supported.

2. Complete the installation.

After completing these steps, the Solid Edge Standard Parts installation folder structure is created(in this case at the location \\Server\Public\SEStdParts). For more details about folder structure,see the section Solid Edge Standard Parts Configuration Wizard.

It contains the following folders:

• Html

• Standard Parts (containing theFree Content parent parts: StandardParts\3D-Standard_Parts_V9.45\Parent_Parts)

• Working folder


Chapter 2: Installing Standard Parts in an unmanaged environment

• SMAPINIFile.sac

Note

If the Master Part Files (Free Content) is not installed, the folder structure described aboveis not created. To create it, some Standard Parts Library (Machinery or Piping) must beinstalled or Solid Edge Standard Parts Configuration Wizard must be used.

Standard Parts workstation setup

After you have set up the administration workstation, set the Standard Parts SAC file location onother workstations . The SAC file must be located in the UNC path that you defined during theStandard Parts administration installation.

Set the Standard Parts SAC file location

Step 1: Start Solid Edge and open an Assembly file.

The assembly file can be an existing document or a new one. It does not matter, becauseyou will not save any changes to the document, you are just using it to get into theAssembly environment.

Step 2: On the Application menu, click the Solid Edge Options button, which is located atthe bottom of the menu.

Step 3: In the Solid Edge Options dialog box, click the File Locations tab.

Step 4: In the list of file types, click Standard Parts SAC file, click Modify, and browse to thelocation of the SMAPINIFile.sac file in the installation folder created when you installedthe Standard Parts Administrator.

2-2 Standard Parts Installation Guide ST7

Chapter 2: Installing Standard Parts in an unmanaged environment

Chapter 3: Installing Standard Parts in an Insight environment

This section describes how to fully or partially migrate your local or network system, located at UNCpaths, to a SharePoint URL location. Direct installation and configuration with SharePoint from theStandard Parts setup is not possible with this version.

For more details about Solid Edge and Insight installation and workflows, refer to the Solid Edge andInsight documentation. Some Standard Parts themes are described in the Solid Edge help file.

All Insight server and client installation requirements must be met prior to performing these migrationsteps. For more details about installation and working with Insight, see Microsoft documentation forSharePoint, and see the Solid Edge Insight Implementation Guide for information about Insightservices. The minimum supported role at SharePoint is Contributor for all users.

The Solid Edge Standard Parts system has many limitations for Insight localization that are derivedfrom SharePoint and Insight limitations and rules; most important are:

1. Global limitations:

• There is a limitation for filename and path lengths, and some special characters are notsupported.

• Mandatory Insight properties must be added to all Document Libraries at the server, prior toimporting files to the library.

2. Workstation limitations:

• Proxy must be disabled or bypassed for LAN.

Insight Modes

Solid Edge allows the use of Insight in two different modes:

All on InsightPlaces the entire Standard Parts folder structure, including the SAC file but excluding thedatabase, on Insight.

Generated parts and working folder on InsightUses Insight only as the location for generated parts and working folder.

All on Insight mode

Standard Parts Administrator Setup

Step 1: Install Solid Edge on all workstations.

Solid Edge software must be installed. Solid Edge Insight Server or Insight Connect onlyinstallations are not supported.

Step 2: Install Standard Parts Serveron the workstation you want to use for remote StandardParts administration. Set the destination folder for Master Part Files. It should be a



UNC location accessible from this workstation (for example, \\Server\Public\SEStdParts,as shown in the figure below).

Step 3: Complete the installation.

Step 4: If you need to install the Standard Parts full version of Libraries, follow the stepsdescribed in the Installing Libraries section (but you don’t need to register your parts inthe database).

Step 5: Create a target SharePoint document library (for example,http://isst3/SiteDirectory/example/StdParts). Do not forget to add Insight mandatoryproperties from Insight Server at this document library.

Step 6: Add a Network Place on your workstation pointing to the SharePoint URL. This stepis necessary for accessibility from some standard dialogs not customized for workingwith URLs.

Step 7: Launch the Configuration Wizard.

1. In Step 1 of the Configuration Wizard, browse to the Network Place you created inthe previous step.



Installing Standard Parts in an Insight environment

2. in Step 2 of the Configuration Wizard, click Defaults. The default folder structureis displayed, as shown below.

3. Create a new database at a Microsoft SQL Server (versions 2005 and 2008 aresupported), accessible to all users. Use the External network database optionin Database Manager.




4. On the Solid Edge Standard Parts Configuration Wizard, click Save.

The Solid Edge Standard Parts directory structure is created at the SharePointlocation you specified.

Step 8: Add the Document Library location (for example,http://isst3/SiteDirectory/example/StdParts) to the searchscope.txt file, typically locatedat C:\Program Files\Solid Edge ST7\Preferences.

Step 9: Start View and Markup and add all subfolders of the Standard Parts folder(3D-Standard_Parts_Vx.xx, Previews, Previews2 and Navigation) from a pre-preparedUNC installation (for example, \\Server\Public\SEStdParts\Standard Parts) to the locationof the Standard Parts library (for example, http://isst3/SiteDirectory/example/StdParts).

This action can take several minutes, depending on the file size and number of filesthat you are attempting to upload.

Step 10: Launch the Database Administrator to add your parts.




Workstation Setup

If the administrator workstation is set up, on other workstations, set the Standard Parts SAC filelocation: in the Solid Edge Assembly environment, on the Solid Edge Options dialog box, on theFile Locations tab, set the Standard Parts SAC File location to the appropriate SharePoint URL(for example, http://isst3/SiteDirectory/example/StdParts/SMAPINIFile.sac).

If you are using a different searchscope.txt than the administrative workstation, do not forget toadd the target document library (for example, http://isst3/SiteDirectory/example/StdParts) tothis file. Do not forget to configure SharePoint and Insight local settings as described for theadministrative workstation (disable web client service, and so forth).

Generated parts and Working folder Mode

Standard Parts Administrator Setup

Step 1: Install Solid Edge on all workstations.

Solid Edge software must be installed on each workstation. Solid Edge Insight Serveror Insight Connect only installations are not supported.

Step 2: Install Standard Parts Server on the workstation you want to use for remote StandardParts administration . Set the destination folder for Master Part Files. It should be aUNC location accessible from this workstation (for example, \\Server\Public\SEStdParts,as shown below).

Step 3: Complete the installation.

Step 4: If you need to install the Standard Parts full version of Libraries, follow the stepsdescribed in the Installing Libraries section (but you don’t need to register your parts inthe database).

Step 5: Create a target SharePoint document library (for example,http://isst3/SiteDirectory/example/StdParts). Do not forget to add Insight mandatoryproperties from Insight Server at this document library.




Step 6: Add a Network Place on your workstation pointing to the SharePoint URL. This stepis necessary for accessibility from some standard dialogs not customized for workingwith URLs.

Step 7: Launch the Configuration Wizard.

1. Select Store parts in Insight.

2. Select a SharePoint location for generated parts (for example,http://isst3/SiteDirectory/example/StdParts/GenParts).

3. Select a SharePoint location for the working folder (for example,http://isst3/SiteDirectory/example/StdParts/WrkFolder).




4. Click Save to confirm the settings.

The folders structure created for the SharePoint document library you created inStep 5.

Step 8: Add the Document Library location (for example,http://isst3/SiteDirectory/example/StdParts) to the searchscope.txt file (typically locatedat C:\Program Files\Solid Edge ST7\Preferences).

Step 9: Launch the Database Administrator to add your parts.

Workstation Setup

If the administrator workstation is set up, on other workstations, set the Standard Parts SAC filelocation: in the Solid Edge Assembly environment, on the Solid Edge Options dialog box, on theFile Locations tab, set the Standard Parts SAC File location to the UNC path that you set duringthe Standard parts Administrator installation.

The document library containing the folder for generated parts and the working folder must be setin thesearchscope.txt file.



Chapter 4: Installing Standard Parts in aTeamcenter environment

This section describes how to set your local or network system, located on a UNC path, to storegenerated parts and newly created documents in a Teamcenter-managed environment.

All Teamcenter server and client installation requirements must be met prior to performing theseinstallation steps. For more details about installation and working with Teamcenter, see theTeamcenter server and client installation documentation.

For more information about using Solid Edge in a Teamcenter-managed environment, refer to theSolid Edge Embedded Client Adminstrator’s Guide. Some Standard Parts themes are describedin the Solid Edge help file.

Standard Parts Administrator Installation

1. Install Teamcenter client, Solid Edge, and Solid Edge Embedded Client on all workstations.Solid Edge software must be installed on all workstations: Solid Edge Insight Server or InsightConnect only installations are not supported.

2. Install Standard Parts on the workstation you want to use for remote Standard Partsadministration. When prompted for the installation location, specify a UNC folder that is accessiblefrom this workstation (for example, \\Server\Public\SEStdParts, as shown the image below).

3. Complete the installation.

4. If you need to install the full version of the Standard Parts libraries, you can do it using thesame method described in the section Installing Libraries (but you do not need to register yourparts into database).

5. Launch the Configuration Wizard.

a. Select Store parts in Teamcenter.


Chapter 4: Installing Standard Parts in a Teamcenter environment

b. Set a new database.

c. Click Save to confirm the settings.

6. Launch the Solid Edge Standard Parts Administrator and add required standard parts to thedatabase.

Workstation Setup

If the administrator workstation is set up, on other workstations, set the Standard Parts SACfile location: in the Solid Edge Assembly environment, on the Solid Edge Options dialog box,on the File Locations tab, set the Standard Parts SAC File location the same as for a local ornetwork installation.


Chapter 4: Installing Standard Parts in a Teamcenter environment

Installing Standard Parts in a Teamcenter environment

The SAC file must be located in the same UNC folder that was set during the Standard Partsadministration installation.

Note

Teamcenter client and Solid Edge Embedded Client must be installed on all workstations.


Installing Standard Parts in a Teamcenter environment

Chapter 5: Configuring SQL Express 2008

To manually configure SQL Express for Standard Parts perform the following steps:

Step 1: Choose Windows Start > All Programs > Microsoft SQL Server 2008 > ConfigurationTools > SQL Server Configuration Manager.

Step 2: Enable TCP/IP Protocols for SQL Express.

In the Sql Server Configuration Manager, expand SQL Server Network Configuration andselect Protocols for SQLEpress. In the protocal window, Right-click the TCP/IP protocol,and choose Properties from the short-cut menu.

The system displays the TCP/IP Properties dialog box.



Step 3: In the TCP/IP Properties dialog box, click the Protocol tab, and set the Enabled propertyto Yes.

Set the Enabled property to Yes.



Configuring SQL Express 2008

Step 4: In the TCP/IP Properties dialog box, click the IP Addresses tab, and set the TCPDynamic Ports value to 1433.

In the TCP/IP Properties dialog box, choose OK to set these values.


Configuring SQL Express 2008


Step 5: Restart the SQL Service.

In the Sql Server Configuration Manager, select SQL Server Services, and in theServices window right-click the SQL Server and on the short-cut menu choose Restart.

SQL Express is now configured for Standard Parts. You should now be able to create and connect toa database using the Standard Parts Configuration Wizard.



Chapter 6: Configuring SQL Server

To manually configure SQL Server for Standard Parts so that it will accessible for users across anetwork perform the following steps:

Note

These instructions use SQL Server Management Studio from Microsoft. This is a freedatabase maintenance tool that can be downloaded from the following links:

For SQL Server 2005:

http://www.microsoft.com/downloads/details.aspx?FamilyId=C243A5AE-4BD1-4E3D-94B8-5A0F62BF7796&displaylang=en

For SQL Server 2008:

http://www.microsoft.com/downloads/en/details.aspx?FamilyID=08e52ac2-1d62-45f6-9a4a-4b76a8564a2b

Step 1: Start SQL Server Management Studio and change the authentication mode of thedatabase to Mixed Mode (SQL Server and Windows Authentication) in the databaseproperties:

• In the object explorer, right-click Database, on the short-cut menu choose Properties.







• In the Server Properties dialog box, click the Security page, and in the ServerAuthentication section, set the SQL Server and Windows Authentication mode.

Step 2: Create a login for external users that uses SQL Server authentication:

• In the Object Explorer, expand Security > Logins.

• Right-click Logins, and on the shortcut menu, choose New Login.



Configuring SQL Server

Step 3: Define the new login:

• Define the login name, set the SQL Server Authentication mode, and specify apassword.

• The new login is now available for users from other machines in the network.

• On network machines that will access and modify the database (machines withStandard Parts Administrator installed) use the Standard Parts Configuration Wizardto connect to the External network database using the server machine name andlogin.

• On the server machine you may continue to use the localhost or set the databaseas external using the server machine name and login.

Note

In the next step grant database creation privileges to this user. This is required forthe first time the database is being created.


Configuring SQL Server


Step 4: Grant database creation privileges to the user:

• On the New Login dialog box, click the Server Roles page.

• In the Server Roles list, set the dbcreator option.

• Click OK on all dialogs to accept the changes.



Chapter 7: Standard Parts Configuration Wizard

Note

These instructions apply to the Standard Parts Server only.

If you did not install the Master Part files with Standard Parts Administrator and you do not have anSQL database, you will need to create and connect to one using the Standard Parts ConfigurationWizard.

Note

See the Standard Parts Users Guide, available from the Solid Edge menu, for information onadding parts to a new or existing database and converting prior databases to ST7.

Step 1: From the network machine running the Standard Parts Administrator, choose WindowsStart->All Programs->Solid Edge ST7->Standard Parts->Configuration Wizard.

In the Step 1 area of the configuration wizard, browse to or type the location of theStandard Parts folder. This location is commonly located on a system accessible to manyusers. It is suggested that you specify this location as a mapped location (for example,\\hsvnt407\STDParts, rather than a local drive mapped to that location.



In the Step 2 area of the configuration wizard, choose Defaults.



Standard Parts Configuration Wizard

Step 2: To define the Working Database, in the Step 2 area, choose Browse.




Step 3: On the Database Manager dialog box, set the External Network Database option.

In the External Database Server dialog box, specify the server name, user name, andpassword, then click OK on the dialog box.




Step 4: On the Database Manager dialog box, choose New database, and enter a new databasename (for example, STDParts). Then click OK.

This action creates two databases on the server (for example, xsmp10se_STDPartsand xCP_localGUIDdb95).

Click OK to accept.

Step 5: On the configuration wizard dialog box, choose Save.

Step 6: On the server (for example, hsvnt407), change the Default database for the SPUserlogin created earlier.

In Microsoft SQL Server Management Studio, expand Security>Logins. Right-clickSPUser and select Properties. Change the Default database to xsmp10se_STDPartsand click OK.

Step 7: Install the Machinery Library, and point to the same shared location on the server (forexample, \\hsvnt407\STDParts).

To do this, make sure to click on the Change button before selecting the standards thatyou wish to install. After you click Change, type the server shared location, which for thisexample would be \\hsvnt407\STDParts, and click OK.

Complete the selection of the standards and proceed with the wizard to begin the install.Likewise, install Piping Library if you are licensed to use this product.

Step 8: From the network machine running the Standard Parts Administrator, choose WindowsStart > All Programs > Solid Edge ST7 > Standard Parts > Administrator.




Step 9: Choose the Register parts in the database command. Set the Add from existingmultiple part files option. Click Next, and verify that the path is pointing to the shareddrive folder (for example, \\hsvnt407\STDParts\Standard parts).

Step 10: Click OK. The registration process is likely to take a significant amount of time, dependingon the standards that you want to add to the database.



Chapter 8: Installing Parts Libraries

Installation

1. If you have purchased Standard Parts libraries, install them directly at the top level of the SolidEdge Standard Parts installation directory. The installation process will copy all standard partsfrom the DVD to a specific location of the Standard Parts folder. While you install the library, it isimportant to select the top level folder created in Step 2 of Standard Parts administration.

2. When the Library installation is complete, launch the Solid Edge Standard Parts Administratorand click Add parts.

Registering Parts Add Parts

Add Parts Options

1. Add from the Standard Parts Installation Database: launches the Smart Installer application.See Registering Standard Parts Using Installation Database for details.

2. Add new user part file(s): launches the BulkPartAdder application for registering userdocuments as Standard Parts. See Creating Customer Standard Parts for details.

3. Add from existing single part file: registers parts in the database. See Adding Existing SinglePart File for details.



4. Add from existing multiple part files: registers all standard parts from a selected location. SeeAdding Existing Part Files for details.



Chapter 9: Basic Definitions

Standard PartsThe main application. I lets you find and place parts from the Standard Parts database.

Solid Edge Standard Parts AdministratorThe application for database administration.

DatabaseThe information storage structure for all Standard Parts documents. For more details, see theDatabase and Solid Edge Standard Parts Administrator descriptions below

Solid Edge Standard Parts Configuration WizardThe application for managing Solid Edge Standard Parts global configuration.

BulkPartAdderThe application for creating Customer Standard Parts from existing Solid Edge documents.BulkPartAdder is a part of Solid Edge Standard Parts Administrator.

Smart InstallerThe application for installing and updating Standard Parts within a database. Smart Installer is apart of the Solid Edge Standard Parts Administrator.

PartEditorThe application for changing configuration and adding Standard and Customer Standard Parts.

Standard Parts Installation DatabaseA database file (*.ddb) that contains information on parts in the Standard Parts Library. Thisinformation serves mainly to keep parts registered in the database up-to-date. This ensures thatif a new version of Standard Parts Libraries becomes available, only parts that have changedcompared to older versions will be updated in the working database.

Solid Edge Machinery and Piping LibraryA library of international norms of standard parts prepared by Siemens; it contains US standards(ANSI, ASME, etc.), DIN, ISO, BS, UNI, GB, JIS, GOST, and CSN norms in Solid Edge.

Standard Parts installation folderThe main (usually root) folder of the Standard Parts system. This folder contains subfolders withLibrary parts, configuration files, and other system files. For more details, see the description ofthe Solid Edge Standard Parts Configuration Wizard.

Standard Parts folderThe folder with your standard parts. For more details, see the description of Solid Edge StandardParts Configuration Wizard and Standard Parts.

Standard PartA Siemens Library standard part. It can be a Parent part or Single part.



Customer Standard PartA customer-specific Standard Part that you added. It can be prepared using the BulkPartAdder orthe Part Editor.

Parent partThe Siemens Library Standard global file. It contains definitions of all relevant Single parts. It isdelivered with the Standard Parts Library to a version-specific folder.

Single partA generated final part, derived from the Parent part.

Part nameA global part identifier. It should be a full, detailed and unique descriptor for each file in theStandard Parts database. It supports fast and correct identification of parts in Standard Partsapplications.

CategoryA collection of parts, classified to sub-categories, and finally to end categories, that have somecommon feature. This can be standard (ANSI, DIN, ...), part type (bolt, nut, pipe ...) and so forth.

End categoryA collection of similar parts that differ typically by some parameters, set by characteristic values.All parts included in an end category must have the same set of characteristics.

CharacteristicA parameter that varies among parts within an end category. Characteristics usually correspondto some property of the single part, such as length, thread diameter, nominal size, material, andso forth. Each part within an end category must have a unique combination of the characteristicvalues.

SAC fileThe global definition and settings file named SMAPINIFile.sac.



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About Siemens PLM Software

Siemens PLM Software, a business unit of the SiemensIndustry Automation Division, is a leading global providerof product lifecycle management (PLM) software andservices with 7 million licensed seats and 71,000 customersworldwide. Headquartered in Plano, Texas, SiemensPLM Software works collaboratively with companiesto deliver open solutions that help them turn moreideas into successful products. For more informationon Siemens PLM Software products and services, visitwww.siemens.com/plm.

© 2014 Siemens Product Lifecycle ManagementSoftware Inc. Siemens and the Siemens logo areregistered trademarks of Siemens AG. D-Cubed,Femap, Geolus, GO PLM, I-deas, Insight, JT, NX,Parasolid, Solid Edge, Teamcenter, Tecnomatix andVelocity Series are trademarks or registered trademarksof Siemens Product Lifecycle Management SoftwareInc. or its subsidiaries in the United States and in othercountries. All other trademarks, registered trademarksor service marks belong to their respective holders.

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