ExportDynamic - STIHL · ExportDynamic Manual TID Informatik GmbH Landsberger Str. 57 82266 Inning...

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© CATALOGcreator GmbH ExportDynamic Wednesday, January 13, 2016 Manual

Transcript of ExportDynamic - STIHL · ExportDynamic Manual TID Informatik GmbH Landsberger Str. 57 82266 Inning...

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© CATALOGcreator GmbH

ExportDynamic

Wednesday, January 13, 2016

Manual

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ExportDynamicManual

TID Informatik GmbH Landsberger Str. 5782266 InningFon: +49 (0)8143 99 169-0Fax: +49 (0)8143 99 [email protected]

CATALOGcreator® by TID Informatik GmbH

Alle Rechte vorbehalten. Kein Titel des Werkes darf in irgendeiner Form ohne schriftlicheGenehmigung des Herausgebers reproduziert oder unter Verwendung elektronischerSysteme weiterverarbeitet, vervielfältigt oder verbreitet werden.

Diese Unterlage wurde mit großer Sorgfalt erstellt und geprüft. Trotzdem können Fehlernicht vollkommen ausgeschlossen werden. Herausgeber und Autoren können fürfehlerhafte Angaben und deren Folgen weder eine juristische Verantwortung nochirgendeine Haftung übernehmen.

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ExportDynamic

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Manual

Table of contents

Teil I Introduction 5......................................................................................................................................................................... 51 The Concept of the Manual

......................................................................................................................................................................... 52 Conventions

Teil II User Interface Structure 7......................................................................................................................................................................... 71 Header

......................................................................................................................................................................... 82 Main Menu

......................................................................................................................................................................... 83 Main Area

......................................................................................................................................................................... 84 Footer

Teil III General Elements 8......................................................................................................................................................................... 91 Tables

......................................................................................................................................................................... 102 Tabs

......................................................................................................................................................................... 113 Pop-ups

......................................................................................................................................................................... 124 Catalog Selector

......................................................................................................................................................................... 135 Logging on

Teil IV Modules 13......................................................................................................................................................................... 141 Home

......................................................................................................................................................................... 142 Catalog Selection

......................................................................................................................................................................... 153 Catalog

.......................................................................................................................................................... 15Navigation

.......................................................................................................................................................... 17Contents

......................................................................................................................................................... 18Categories

......................................................................................................................................................... 192D Pixel

......................................................................................................................................................... 202D Vector

......................................................................................................................................................... 22XVL

......................................................................................................................................................... 233DVIA

......................................................................................................................................................... 25Visual Enterprise

......................................................................................................................................................... 26PDF

......................................................................................................................................................... 27Tables

.......................................................................................................................................................... 28Sidebar

......................................................................................................................................................................... 304 Shopping Cart

.......................................................................................................................................................... 31Adding Parts

.......................................................................................................................................................... 32Editing the Shopping Cart

.......................................................................................................................................................... 34Selecting Addresses

.......................................................................................................................................................... 36Completing

.......................................................................................................................................................... 37Saving

.......................................................................................................................................................... 38Loading

......................................................................................................................................................................... 395 Search

.......................................................................................................................................................... 40Search Form

.......................................................................................................................................................... 41Navigation

.......................................................................................................................................................... 43Search Result

......................................................................................................................................................................... 446 Documents

......................................................................................................................................................................... 457 Favorites

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.......................................................................................................................................................... 45Displaying Favorites

......................................................................................................................................................... 46Spare Parts

......................................................................................................................................................... 46Documents

......................................................................................................................................................................... 478 Notes

.......................................................................................................................................................... 48Editing Notes

.......................................................................................................................................................... 48Displaying Notes

......................................................................................................................................................................... 499 Profile

.......................................................................................................................................................... 50General Settings

.......................................................................................................................................................... 51Resetting Tables

.......................................................................................................................................................... 52Configuring Media

.......................................................................................................................................................... 53Address Management

.......................................................................................................................................................... 54Changing Password

......................................................................................................................................................................... 5510 Catalog Management

......................................................................................................................................................................... 5711 User Management

.......................................................................................................................................................... 58Managing Users

......................................................................................................................................................... 59Adding Users

.......................................................................................................................................................... 63Group Management

......................................................................................................................................................... 64Adding Groups

.......................................................................................................................................................... 65Importing

......................................................................................................................................................................... 6712 Debugging

.......................................................................................................................................................... 67General Information

.......................................................................................................................................................... 68Media Files

.......................................................................................................................................................... 69Log Entries

.......................................................................................................................................................... 70Database Requests

.......................................................................................................................................................... 71PHP Info

Teil V Off-line Application 71......................................................................................................................................................................... 721 User Interface Structure

.......................................................................................................................................................... 72Menu

......................................................................................................................................................... 72File

......................................................................................................................................... 72Closing the Application

......................................................................................................................................................... 73View

......................................................................................................................................... 73Update

......................................................................................................................................... 73Previous/Next

......................................................................................................................................... 73Home Page

......................................................................................................................................... 73Administration

......................................................................................................................................................... 73Debugging

......................................................................................................................................... 73Opening Home Directory

......................................................................................................................................... 74Opening Temp Directory

......................................................................................................................................... 74Opening INI File

......................................................................................................................................... 74Opening in Browser

......................................................................................................................................... 74Showing Source Code

......................................................................................................................................... 74Displaying Information

......................................................................................................................................... 74Showing Log Information

......................................................................................................................................................... 74Language

......................................................................................................................................................... 75?

......................................................................................................................................... 75Checking for Updates

......................................................................................................................................... 75About

.......................................................................................................................................................... 75Footer

......................................................................................................................................................................... 762 Offline Update

.......................................................................................................................................................... 76Checking for Updates

.......................................................................................................................................................... 76No Updates Available

.......................................................................................................................................................... 76Available Updates

.......................................................................................................................................................... 77Download

.......................................................................................................................................................... 77Installation

.......................................................................................................................................................... 77Install Later

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Introduction

ExportDynamic

1 Introduction

Thank you very much for choosing CATALOGcreator®.

CATALOGcreator® is a leading standard software package in Europe for electronic spare partscatalogs and service information systems brought to you by CATALOGcreator GmbH.

Using CATALOGcreator®, you can generate 2D and 3D spare parts catalogs manually or completelyautomatically from your ERP or PLM system based on the parts lists, supply them with unlimitedadditional information and publish at your fingertips. It does not matter whether it is PDF files,interactive HTML versions for off-line and on-line applications or mobile devices.

These intuitive catalogs can be seamlessly integrated into on-line shops or service portals, andcoupled with maintenance or servicing systems.

Enjoy your CATALOGcreator®!

1.1 The Concept of the Manual

This manual has been organized in a way to help you locate terms, commands and functiondescriptions quickly.

1.2 Conventions

The following rules are used in this manual for the identification of the conventions established. Theywill always use the same combination of colors, font color and background color.

An overview of all conventions:

link - input field - - pane in the catalog - media element - chapter reference - module - menu item -button - pop-up window

The link convention represents a reference to another content.

The input field convention represents input fields that the user can use to enter data.

Numerical symbols encircled with red border   represent viewboxes.

The pane convention defines panes in the catalog.

The media element convention refers to media elements represented in the Catalog module of theContent section. Media elements can have different formats, e.g. they can be 2D graphics, 3Dgraphics or a PDF document.

The chapter reference convention is used to refer to other sections of the manual.

The module convention describes a scope of encapsulated functions in the application.

A menu item corresponds to an entry in the Navigation pane.

A button actively executes a command, e.g. the Save command for the delivery address in theshopping cart.

Pop-up windows are used to display additional content in a window without dropping the currentcontent.

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Notes and tips look like this:

This box contains important notes that need to be taken into account.

This box contains useful tips.

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Introduction

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2 User Interface Structure

As it is illustrated in Figure 1, the following interface opens when the application is launched:

Figure 1

The user interface of ExportDynamic consists of different sections with various contents.They can be individually designed and configured depending on the use and the intended purpose.

2.1 Header

The viewbox (Figure 1) contains the header.

The header is a default section that can be customized.

The company logo is located on the left. Personalized settings can be made on the right side via the Profile link.

These settings are described in detail in Chapter Profile.

If you click the Log off link to the right, you will log off from the current session.

The content of the header is always visible in the application and available at all times. Depending onthe particular use, this pane can be hidden via the configuration.

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2.2 Main Menu

The main menu (Figure 1) lists the main modules.

They can differ from project to project and are described in detail in the relevant chapters.

Quick search is located on the right side of the main menu. This and othersearch options are described in Chapter Search.

2.3 Main Area

The main area (Figure 1) shows the content of the modules.The content and the layout of this area depends on the active module.Figure 1 illustrates an example of the Home module content.

2.4 Footer

The footer (Figure 1) displays general information about the company and the application.

If you click any of these links, a pop-up window with the information will appear.

3 General Elements

General elements are used to operate ExportDynamic.These elements are presented in a uniform manner, thus enabling fast, simple and structured work.General elements are used in ExportDynamic for tables, tabs, pop-ups and catalog selector.

Each element is described in detail in the following chapters.

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General Elements

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3.1 Tables

Figure 2

The data in ExportDynamic is listed in a sortable and filterable table.You can sort a column by clicking its title cell in the table header (Figure 2). The selected column in the table will be sorted then in ascending or descending order.

The bottom left area below the table (Figure 2) displays the type of the table:

1. Tables with simple selection:

The total number of elements is displayed, e.g. You can use the arrow keys of your keyboard to navigate in this table in Internet Explorer.

2. Tables with multiple selection:The number of the selected elements along with their total number is displayed, e.g.

You can select multiple rows in the table.

A toolbar featuring available functions is displayed on the right side of the footer.

Toolbar functions (Figure 2):

Description

Add all parts to the shopping cartAs far as tables with the parts available for order are concerned, an entire listcan be added to the shopping cart.

Filter tableOnly rows with the value in the corresponding column are displayed.There are two additional options to choose from:1. An asterisk (*) in front or after the input:

The table only shows entries that begin or end with this combination2. The input is within quotation marks:

The table only shows exact matches

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Description

Show and hide columnsWith the help of the Show and hide columns pop-up window specific columnscan be displayed or hidden.

Copy table to the clipboardThe current table contents can be copied to your computer's clipboard via the Copy table to the clipboard pop-up window. From there, the content can befurther used the way you like.

Export tableThe current table can be exported in XML, TXT or CSV file format via the Exporttable pop-up window.

The filters can be combined across multiple columns.

The status of the tables is stored in the Profile and can be reset from there. Each table'sinitial settings are adjustable.

3.2 Tabs

Figure 3

Tabs are used to identify an index card in ExportDynamic.

The viewbox (Figure 3) shows media element PDF in an index card.

Index cards can be used as additional navigation elements. They help better outline the content withina section.

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3.3 Pop-ups

Figure 4

A pop-up window opens on top of other parts of the user interface and overlaps them.

The viewbox (Figure 4) displays the pop-up window Add selection to the shopping cart.

There are two types of pop-up windows in ExportDynamic:

1. Pop-up windows with additional content and information like General Terms & Conditions, PrivacyPolicy and Imprint, etc.

2. Pop-up windows for choosing additional actions and for further use of data.

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3.4 Catalog Selector

Figure 5

If there is more than one catalog in a publication, there is a possibility to select multiple catalogs viathe Catalog selection pop-up window.

The catalog selector can be opened via the Change catalog icon .

The Change catalog window lists all catalogs published including their names and the dates ofcreation.

Input field Filter catalogs (Figure 5) allows targeted filtering by name to reduce the list displayed inthe Catalog selection window.

By clicking the Active catalog button (Figure 5), you will synchronize the selection with the catalogselected in the Catalog module.

Examples of use of the catalog selector:

1. Searching for specific parts that may be present in different catalogs.

2. Adding parts to the shopping cart.

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3.5 Logging on

Figure 6

When ExportDynamics is started, a login page opens.

After entering valid login credentials (Figure 6), the user can access the modules availabledepending on his/her permissions.

All access privileges are controlled via user management by an authorized administrator.

4 Modules

Modules in ExportDynamic are individual software modules with different functions and content.

The content of individual modules can be accessed separately, thus enabling fast, simple andstructured operation.

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4.1 Home

Figure 7

The Home module (Figure 7) allows direct navigation to individual modules.

Home (Figure 7) is used to display the modules listed in the main menu and to show furtherinformation. In addition to these modules, the number of items in your shopping cart or the number ofavailable catalogs, etc. can be displayed here.

4.2 Catalog Selection

If there is more than one catalog, all available catalogs are initially listed in the Catalog module. Fromthere, you can jump directly to one of the catalogs listed (Figure 8).

Figure 8

As it is illustrated in the viewbox (Figure 8), input field Filter catalogs allows catalog filtering byname.

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4.3 Catalog

Figure 9

When you click Catalog, the home page opens in the Catalog module (Figure 9).

As it is illustrated in the viewbox (Figure 9), catalog properties and statistics are displayed there.

4.3.1 Navigation

The Navigation pane is located in the viewbox (Figure 9). This navigation menu is used to navigatebetween catalogs and assemblies. As it is illustrated in Figure 10, the navigation menu is divided intotwo panes.

Figure 10 ,

The top pane (Figure 10) shows the name and the language of the current catalog.

If you click the Change catalog link, the Catalog selection pop-up window will open. There, you canswitch to another catalog.

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Right below you will see a drop-down menu for the catalog language selection.The catalog is available in all languages listed therein. You can freely switch between the languageslisted here without leaving the selected assembly.

The bottom pane (Figure 10) is used to navigate to individual assemblies of the catalog using thecatalog structure.

The catalog structure only shows assemblies without parts.

The toolbar in the top pane of the catalog structure (Figure 10) provides useful navigation tools.

Overview of all toolbar functions:

Description

Reduce structure to active level

Close all levels

Show active level

You can extend or reduce the navigation range as desired by dragging the border with the mouse. Inaddition, the navigation can be collapsed using the arrow icon and displayed as a toolbar. See thearrow icon with red border (Figure 10).

Toolbar functions with the collapsed navigation:

Description

Change catalog

Show information

Show navigation

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4.3.2 Contents

Figure 11

The name of the active assembly is shown in the viewbox (Figure 11).

The path below shows the location of the assembly in the catalog. Using this path, you can directlynavigate to the assemblies on the higher level.

Toolbar functions (Figure 11):

Description

Show media only.

Show table only.

Export assembly as PDF.

The viewbox (Figure 11) contains media elements available for the assembly. Those can be, e.g. 2Ddrawings, 3D graphics or PDF documents.

All media elements are described below in sections specifically intended for this purpose.

The table with a list of parts is shown in the lower section (Figure 11).

A detailed description of all table functions can be found under Tables in Chapter Contents.

You can extend or reduce the height of the table area by dragging the border with themouse.

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4.3.2.1 Categories

Figure 12

Categories are thumbnails of child assemblies (Figure 12).

Mouse navigation options available with categories:

Action Description

Hover The category is highlighted, while both the name and the article number of thepart are displayed as a tooltip.

Mouse click The selected category is highlighted in the media element, and the associatedmodule is selected in the table (Figure 12).

Double-click By double clicking a category in the media element, the catalog jumps directlyto the selected child assembly.

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4.3.2.2 2D Pixel

Figure 13

2D Pixel drawings are two-dimensional illustrations based on raster data files, e.g. exploded diagramsof assemblies from different views.

Toolbar functions available with 2D pixel drawings (Figure 13):

Description

Restore home viewDisplays the initial view of the entire drawing.

PanMoves the drawing contents in horizontal or vertical direction.

Zoom inGradually enlarges the area selected in the 2D pixel drawing.

Zoom outGradually shrinks the area selected in the 2D pixel drawing.

Zoom in (area)Focuses on the part selected in the 2D pixel drawing.

Mark all partsSelects all hot spots in the 2D pixel drawing at the same time.

If there are multiple 2D pixel drawings for a parts list, e.g. in case of concealed views, greater numberof parts, etc., they can be selected directly via a drop-down menu (Figure 13).

Mouse navigation options available with 2D pixel drawings (Figure 13):

Action Description

Hover Highlights the hot spot of the 2D pixel drawing, and displays its name and thepart number.

Mouse click Selects the hot spot in the 2D pixel drawing along with the associated part in

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Action Description

the table (Figure 13).

Double-click By double clicking a hot spot in the 2D pixel drawing, the catalog jumps directlyto the selected subassembly.

Scroll Using the scroll wheel, you can enlarge, shrink and drag the area.

Hot spots of subassemblies are highlighted using different colors than parts hot spots.

The overview box of the entire drawing is located in the top right corner of the sidebar (Figure 13).The current drawing area is represented by a highlighted section. You can move it the way you like,and the area in the drawing will be updated automatically.

4.3.2.3 2D Vector

Figure 14

2D Vector drawings are two-dimensional illustrations based on vector data files, e.g. explodeddiagrams of assemblies from different views.

Toolbar functions available with 2D vector drawings (Figure 14) :

Description

Restore home viewDisplays the initial view of the entire drawing.

PanMoves the drawing contents in horizontal or vertical direction.

Zoom inGradually enlarges the area selected in the 2D vector drawing.

Zoom outGradually shrinks the area selected in the 2D vector drawing.

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Description

Zoom in (area)Focuses on the part selected in the 2D vector drawing.

Mark all partsSelects all hot spots in the 2D vector drawing at the same time.

Older browsers require a plug-in to display 2D vector drawings.

If there are multiple 2D vector drawings for a parts list, e.g. in case of concealed views, greaternumber of parts, etc., they can be selected directly via a drop-down menu (Figure 14).

Mouse navigation options available with 2D vector drawings (Figure 14):

Action Description

Hover Highlights the hot spot of the 2D pixel drawing, and displays the name and thepart number.

Mouse click Selects the hot spot in the 2D vector drawing along with the associated part inthe table (Figure 14).

Double-click By double clicking a hot spot in the 2D vector drawing, the catalog jumpsdirectly to the selected subassembly.

Scroll Using the scroll wheel, you can enlarge, shrink and drag the area.

Hot spots of subassemblies are highlighted using different colors than parts hot spots.

The overview box of the entire drawing is located in the top right corner of the sidebar (Figure 14).The current drawing area is represented by a highlighted section. You can move it the way you like,and the area in the drawing will be updated automatically.

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4.3.2.4 XVL

Figure 15

XVL drawings are three-dimensional drawing data files directly exported from the CAD designsoftware using a converter.

Toolbar functions available with XVL drawings (Figure 15):

Description

Update plug-inDownloads the current version of the plug-in.

Restore home viewDisplays the initial view of the entire XVL drawing.

Focus assemblyFocuses on the entire assembly.

Focus partFocuses on the selected part.

Hide partHides the selected part.

Show hidden partsShows all the hidden parts in a pop-up window where they can be made visibleback again.

Show all partsDisplays all parts.

Show selected parts onlyShows the selected part, while all others are hidden. The assembly is displayedin the overview.

Transparency viewAll parts not being selected become transparent.

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A plug-in is required to display the XVL drawing.

Mouse navigation options available with XVL drawings (Figure 15):

Action Description

Mouse click Selects the part in the XVL drawing along with the associated part in the table (Figure 15).

Double-click By double clicking a part in the XVL drawing, the catalog jumps directly to theselected subassembly.

Scroll Using the scroll wheel, you can enlarge, shrink and drag the area.

Left mouse button The model can be rotated using the left mouse button (pressed).

The details window of the selected part is located in the top right corner of the sidebar (Figure 15).For performance reasons, the details window is not initially loaded in some assemblies.

4.3.2.5 3DVIA

Figure 16

3DVIA drawings are three-dimensional drawing data files directly exported from the CAD designsoftware using a converter.

Toolbar functions available with 3DVIA drawings (Figure 16):

Description

Restore home viewDisplays the initial view of the entire 3DVIA drawing.

Focus assemblyFocuses on the entire assembly.

Focus partFocuses on the selected part.

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Description

Hide partHides the selected part.

Show hidden partsShows all the hidden parts in a pop-up window where they can be made visibleback again.

Show all partsDisplays all parts.

Show selected parts onlyShows the selected part, while all others are hidden. The assembly is displayedin the overview.

Transparency viewAll parts not being selected become transparent.

A plug-in is required to display the 3DVIA drawing.

Mouse navigation options available with 3DVIA drawings (Figure 16):

Action Description

Mouse click Selects the part in the 3DVIA drawing along with the associated part in thetable (Figure 16).

Double-click By double clicking a part in the 3DVIA drawing, the catalog jumps directly to theselected subassembly.

Scroll Using the scroll wheel, you can enlarge, shrink and drag the area.

Right mousebutton

The model can be rotated using the right mouse button (pressed).

The details window of the selected part is located in the top right corner of the sidebar (Figure 16).For performance reasons, the details window is not initially loaded in some assemblies.

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4.3.2.6 Visual Enterprise

Figure 17

VE drawings (Visual Enterprise) are three-dimensional drawing data files directly exported from theCAD design software using a converter.

Toolbar functions available with VE drawings (Figure 17):

Description

Update plug-inDownloads the current version of the plug-in.

Restore home viewDisplays the initial view of the entire drawing.

Focus assemblyEnlarges the selected assembly.

Focus partEnlarges the selected part.

Hide partHides the selected part.

Show hidden partsShows all the hidden parts in a pop-up window where they can be made visibleback again.

Show all partsDisplays all parts.

Show selected parts onlyShows the selected part, while all others are hidden. The assembly is displayedin the overview.

Transparency viewAll parts not being selected become transparent.

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A plug-in is required to display the VE drawing.

Mouse navigation options available with VE drawings (Figure 17):

Action Explanation

Mouse click Selects the part in the VE drawing along with the associated part in the table (Figure 17).

Double-click By double clicking a part in the VE drawing, the catalog jumps directly to theselected subassembly.

Scroll Using the scroll wheel, you can enlarge, shrink and drag the area.

Left mouse button The model can be rotated using the left mouse button (pressed).

The details window of the selected part is located in the top right corner of the sidebar (Figure 17).For performance reasons, the details window is not initially loaded for some assemblies.

4.3.2.7 PDF

Figure 18

Media element PDF (Figure 18) opens fully-integrated PDF documents. This media element is notlinked with the spare parts list (Figure 18).

If there is more than one PDF document, they can be selected via a drop-down menu (Figure 18).

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4.3.2.8 Tables

Figure 19

The spare parts list items are displayed in ExportDynamic in a sortable and filterable table (Figure19). As for different types of assemblies, other tables are displayed in tabs.

If an assembly has a media element, the associated part is automatically displayed in the mediaelement when you click a part in the table (Figure 19).

If the media element has multiple pages, the page with the part is selected automatically.

The table contains the underlined name of an assembly (link) (Figure 19). From there, you candirectly navigate to the child assembly with a mouse click.

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4.3.3 Sidebar

The Sidebar pane is located in the viewbox (Figure 9).

It shows additional information, documents and images of the assembly and the selected part.

Figure 20

The viewbox (Figure 20) shows an overview window in case a drawing is available for the selectedmedia element. See Chapter Contents.

The viewbox (Figure 20) contains either assembly details or the details of the selected part:

Description

Show assembly detailsDisplays the details of the selected assembly (Figure 10) in the Sidebar.

Show part detailsDisplays the details of the selected part (Figure 11) in the Sidebar.

Add part to the shopping cartThe part will be placed in the shopping cart via a pop-up window.

Show installation location (if there are more than one location)All of the installation locations of the part in the catalog will be shown in a pop-up window.

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Among other things, the details can include information like Article no., Description, Price and generalinformation about the development process or comments.

Attached documents, e.g. used for technical documentation description, are grouped by type andshown in the Sidebar. The document can be opened by clicking the linked name.

Additional images of assemblies/parts can be configured individually and displayed in the Sidebar (Figure 20).

You can extend or reduce the Sidebar range as desired by dragging the border with the mouse.

In addition, the Sidebar can be collapsed using the arrow icon and displayed as a toolbar. See the arrowicon with red border (Figure 20).

Toolbar functions with the collapsed Sidebar:

Description

Show assembly detailsDisplays the details (Figure 20) of the selected assembly in a pop-up window.

Show part detailsDisplays the details (Figure 20) of the selected part in a pop-up window.

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4.4 Shopping Cart

Figure 21

Click Shopping cart (Figure 21) in the main menu to open it in the main area.

The Shopping cart module is divided in two sections. The Navigation (Figure 21) is located on theleft, and the contents section is on the right .

Figure 21 illustrates an example of the Edit page with the current contents of the shopping cart.

You can extend or reduce the navigation range as desired by dragging the border with the mouse. Inaddition, the navigation can be collapsed using the arrow icon and displayed as a toolbar. See thearrow icon with red border (Figure 21).

Toolbar functions with the collapsed navigation:

Description

Add parts

Edit the shopping cart

Select addresses

Complete

Save

Load

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4.4.1 Adding Parts

Figure 22

Click Add parts (Figure 22) to open an input field in the right section where you can enter thearticle numbers of parts that can be added to the shopping cart.

Click the Display catalogs icon (Figure 22) to open Catalog selection. Catalog selection is usedto select catalogs where you can search for article numbers.

All catalogs selected are listed by name in the viewbox (Figure 22).

You can only add article numbers of the parts present in the selected catalogs andavailable for order.

After you enter the article numbers (Figure 22) and click Add , the Add selection to the shoppingcart pop-up window will appear (Figure 23).

Figure 23

You can enter any number of parts in the input field (Figure 23). The default value is the number ofparts entered in the selected assembly.

The Remove from selection icon (Figure 23) is used to remove the part from the selection beingadded.

The Add button (Figure 23) indicates that you agree to accept the selection and place the parts inthe shopping cart.

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If a part is already in the Shopping cart, the Add selection to the shopping cart pop upwindow will show it.The number of items shown will be added then to the number of itemsin your shopping cart.

By clicking Close (Figure 23), you will close the Add selection to the shopping cart pop-up window,and no changes will take effect.

4.4.2 Editing the Shopping Cart

Figure 24

If you click menu item Edit the shopping cart (Figure 24), the table view of the current contents ofthe shopping cart will open in the right pane .

This shopping cart table (Figure 24) has multiple options.As it is shown in figure 24, multiple parts are selected and can be edited or removed altogether .

Table functions and (Figure 24):

Description

Selects all parts in the shopping cart.

No parts in the shopping cart will be selected.

EditThe Change selection pop-up window will open (Figure 25).

RemoveThe Remove selection window will open. There, the command can be completedby clicking the Remove or Cancel buttons.

If you click Edit and (Figure 24), the Change selection pop-up window will open (Figure 25).

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Figure 25

The input field (Figure 25) makes it possible to change the quantity of parts in your shopping cartafter they have been added.

The Remove from selection icon (Figure 25) is used to remove the part from the selection beingchanged.

Click Change (Figure 25) to save the changes you have made.

By clicking Close (Figure 25), you will close the Change selection pop-up window, and no changeswill take effect.

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4.4.3 Selecting Addresses

Figure 26

Click Select addresses (Figure 26) to display the billing and delivery address in the right pane.

At least the billing address should be specified to be able to finish adding items to theshopping cart and check out.

If no addresses are present (Figure 26), you must either enter them using the Add button orselect them by clicking the Select button in the profile.

As soon as the addresses are available, they can be edited or removed by clicking Change (Figure26).

After you click the button, the pop-up window of the selected address will open (Figure 27).

Figure 27

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Address data can be entered in this pop-up window using input fields (Figure 27).

Input fields marked by an asterisk (*) are required fields and must be filled in.

The Add to profile option (Figure 27) is used to store the address in profile permanently.

As soon as the addresses have been added to the profile, they can be edited in the Profile module byclicking menu item Manage addresses.

By clicking the link Profile (Figure 26) in the header, you can get to the Profile module.

Button Remove (Figure 27) removes the address from the shopping cart.

Removing an address from the shopping cart does not affect the addresses in the profile.

Click OK (Figure 27) to store the data.

If you click Close (Figure 27) the pop-up window will close, and no entries will be stored.

After the addresses have been added to the Profile, they can be selected by clicking the buttons Select

and (Figure 26).

Figure 28

A pop-up window (Figure 28) with all the available addresses will open. You can select the desiredaddress in this pop-up window.

If the required fields are missing in the selected address, the pop-up window shown in figure 27 willopen automatically where you can fill in the required data.

By clicking Close (Figure 28) the pop-up window will close, and no address will be saved.

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4.4.4 Completing

Figure 29

If you click menu item Complete (Figure 29), all contents of the shopping cart with both billing anddelivery addresses, and additional information for order will appear in the right pane.

The viewbox (Figure 29) lists the billing address and delivery address.

All parts in the shopping cart are all listed in the Shopping cart content pane (Figure 29).

Finally, more additional information (Figure 29) can be provided for the shopping cart:

Information Description

Remark This field is used to enter additional details for the shopping cart.

Format The formats available for sending the shopping cart (depending on the user'spreferences) are E-mail, PDF and XML.

Type The shopping cart can be sent as an order or a request (depending on the user'spreferences).

Accept GeneralTerms &

Conditions

Required field

Click this icon to view General Terms & Conditions.

Accept PrivacyPolicy

Required field

Click this icon to view Privacy Policy.

By clicking the Send button (Figure 29) you will complete the inquiry or the order.

Afterwards, the confirmation page will open (Figure 30). The shopping cart that has been sent can besaved on this page.

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Figure 30

When you leave the page, the shopping cart contents will be removed.

4.4.5 Saving

Figure 31

If you click menu item Save (Figure 31), the selection of the data to be stored will open in the rightpane . A prerequisite here is that a billing address, a delivery address or the content of the shoppingcart are available.

The check boxes in front of the addresses or the shopping cart determine the data to be stored.

Click Save (Figure 31) to complete the process. The generated XML file can be stored in anylocation and later loaded to the shopping cart.

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4.4.6 Loading

Figure 32

If you click menu item Load (Figure 32), you will be able to load cart contents that were savedearlier via the buttons Load and Browse in the right pane.

To do this, first click Browse (Figure 32) to open the dialog window Please select your shoppingcart file and then select the shopping cart file.

When you click Load (Figure 32), the Load pop-up window will open (Figure 33) with the list of thedata from the loaded cart file.

Figure 33

Check boxes Billing address, Delivery address and Shopping cart content (Figure 33) are used todetermine the data to be loaded into the shopping cart.

Using a drop-down menu (Figure 33), the shopping cart content from the file can be added to thecurrent shopping cart or replace it.

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If the check boxes (Figure 33) in front of the addresses are checked, the address datafrom the file will overwrite the address data in the shopping cart.

Click OK (Figure 33) to store the data.

If you click Close (Figure 33), the pop-up window will close, and no entries will be stored.

4.5 Search

Figure 34

Click Search (Figure 34) in the main menu to open it in the main area. .

To perform a search in the catalog data, you can either use Quick search (Figure 34) in the mainmenu or the form in the Search module.

Quick Search looks for article numbers and the description of parts.

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4.5.1 Search Form

Figure 35

You can easily create and combine search criteria using the form of the Search module.

The attribute to be searched is selected from the drop-down menu (Figure 35).By default, the label and the part number can be chosen. Other attributes can be added to theconfiguration file.

Click the drop-down menu (Figure 35) to select the type of search method:

Description

contains The search value contains the input.

equals The search value is identical to the input.

starts with The search value starts with the input.

ends with The search value ends with the input.

Enter the value to be searched for in the input field (Figure 35).

The input value must contain at least three digits.

Icon (Figure 35) is used to generate a new search box for the Search, while icon deletes asearch box.

If multiple search boxes are used for a search, they can be linked with both operators and or (Figure35):

Description

and The search value contains all search criteria.

or The search value contains at least one of the search criteria.

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The viewbox (Figure 35) shows the pane where the catalogs to be searched can be selected.

Catalog selection options are described in Chapter Catalog Selection under Common Elements.

Drop-down menu At what level? (Figure 35) narrows the search to:

Description

Entire structure The entire structure of a catalog will be searched.

Starting with thecurrent assembly

The search narrows down to the selected assembly group in the catalog and allgroups beneath it.

By clicking the icon you can switch to another assembly group.

The selection of the level Starting with the current assembly can only be applied withing asingle catalog.The Entire structure level allows multiple catalog selection.

Click Search (Figure 35) to begin the search.

If you want to reset all search parameters, click Reset (Figure 35).

4.5.2 Navigation

Figure 36

The navigation (Figure 36) in the Search module will not appear unless a search has been carriedout.

To start a new Search, menu item New search (Figure 36) becomes active.

The form (Figure 36) is described in the corresponding chapter.

To make changes to a search already carried out, menu item Edit search (Figure 37) is used to openthe form with the input made in the main window (Figure 36). A new search can now be createdand started based on this input.

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Menu item Edit search (Figure 37) is only available if a search is selected.

Window Navigation (Figure 36) contains the History list of the most recent searches.

If you select a search in the History , (Figure 36) the results of this search will be displayed in theright pane (Figure 37).

Figure 37

You can extend or reduce the navigation range as desired by dragging the border with the mouse. Inaddition, the navigation can be collapsed using the arrow icon and displayed as a toolbar. See thearrow icon with red border (Figure 37).

Toolbar functions with the collapsed navigation:

Description

New search

Edit search

Show history

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4.5.3 Search Result

Figure 38

If a search was successful, the result is shown in a table.

All entries searched appear in a yellow area (Figure 38).

The results table on the right side shows the names of assemblies (Figure 38) and the names ofcatalogs with the search hits.

Using the associated part names in this table, you can directly navigate to the assemblies and partsthat have been found.

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4.6 Documents

Figure 39

If you click Documents (Figure 39) in the header, it will open in the main area.

The Documents module is divided in two sections. The Navigation (Figure 39) is located on the left,and the contents section is on the right . The folder tree of the media directory is displayed in theNavigation.You can store multiple directories in the configuration. They can also be language- or catalog-specific.

The main area above the document table contains a path (Figure 39). From there, you can navigatedirectly to the parent directories. The documents table contains the list of details about thedocuments' file type, name and size.

By clicking the linked name (Figure 39) in the documents table, you can open the document.

The Navigation pane on the left (Figure 39) shows folders only. The right contents pane contain files only.

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4.7 Favorites

Figure 40

While in the Catalog (Figure 40), you can use the sidebar to set favorites for parts, assembliesand documents.

Click the star icon (with red border) in the sidebar (Figure 40) to set a favorite. If the part,assembly or the document is already in the Favorites, the star icon will be active .

If you click an active star icon (Figure 40), the favorite will be removed from theFavorites.

If a dialog box shows several documents for a part/assembly, they can also be added to the Favoritesby clicking the star icon .

4.7.1 Displaying Favorites

Figure 41

Click Favorites (Figure 41) in the main menu to open it in the main area.

The Favorites module is divided in two sections. The Navigation (Figure 41) is located on the left,and the contents section is on the right.

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Section Navigation (Figure 41) contains the list of the catalogs for which the favorites have beenset. When a catalog is selected, its favorites are displayed in the contents area.

You can extend or reduce the range of the Navigation (Figure 41) as desired by dragging the borderwith the mouse. In addition, the navigation can be collapsed using the arrow icon and displayed as atoolbar. See the arrow icon with red border (Figure 41).

The contents pane (Figure 41) contains favorites divided into Parts and Documents and displayedon the relevant tab (with red border).

4.7.1.1 Spare Parts

Figure 42

Parts with their article numbers and Description (Figure 42) are displayed in a table withmultiple options.

All features and capabilities of a table with multiple options are described in Chapter Tables.

After a part that appears several times in the catalog is selected in the table (Figure 42), itsinstallation locations are shown in the Installation locations pop-up window.

4.7.1.2 Documents

Figure 43

Documents along with their file type , file name and file size (Figure 43) are displayed in atable with multiple options.

All features and capabilities of a table with multiple options are described in Chapter Tables.

When you click a document in the table (Figure 43), it will open.

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4.8 Notes

Figure 44

While in the Catalog (Figure 44), you can add notes to assemblies and parts .

By clicking the pencil icon (with red border) either in the table (Figure 44) or in the informationsection of the Sidebar pane , the pop-up window for notes will open (Figure 45).

If notes have already been provided for the part or assembly, the speech bubble icon (with red border) (Figure 44) will show.

Figure 45

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The title line (Figure 45) contains the number of the part the note is being added for. By default, anote is entered via the input field in the current display language. The notes already available inother languages are shown in tab Other languages (with red border) (Figure 45) or in theinformation section .

After you have entered the notes, click OK (Figure 45) to save them.

If you click Close (Figure 45), the pop-up window will close, and no notes will be stored.

4.8.1 Editing Notes

Using the input window for Notes (Figure 45), you can change the existing notes. Click OK tosave the changes.

4.8.2 Displaying Notes

Figure 46

Click Notes (Figure 46) in the main menu to open them in the main area . All the notes stored arelisted there in a table with multiple options.

The notes are shown together with the associated article number, catalog name, catalog type,language code and the date of modification.

All features and capabilities of a table with multiple options are described in Chapter Tables.

After a note for a part that appears several times in the catalog is selected in the table (Figure 46),its installation locations are shown in the Installation locations pop-up window.

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4.9 Profile

Figure 47

If you click Profile (Figure 47) in the header, it will open in the main area.

The Profile module is used to define user-specific settings for ExportDynamic. They are, for example,general settings like language, font size or date and time format. Furthermore, you can configuremedia elements and reset the states of tables here.

The Profile module is divided in two sections. The Navigation (Figure 47) is located on the left, andthe contents section is to the right .

You can extend or reduce the navigation range as desired by dragging the border with the mouse. Inaddition, the navigation can be collapsed using the arrow icon and displayed as a toolbar. See thearrow icon with red border (Figure 47).

Toolbar functions with the collapsed navigation:

Description

General settings

Reset tables

Configure media

Manage addresses

All settings of the Profile module are stored and available again when ExportDynamic islaunched next time.

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4.9.1 General Settings

Figure 48

If you click menu item General settings (Figure 48), ExportDynamic user interface settings willopen in the right pane:

Description

Language Used to select user interface language.

Initial module Used to select the module to be loaded when ExportDynamic is launched.

Initial catalog Used to select the catalog to be loaded when ExportDynamic is launched.

Font size Used to specify the font size and the size of icons.

Date format Used to select the day (d), month (m) and year (Y) format.

Time format Used to select the hours (H), minutes (m) and seconds (s) format.

Decimal separator Used to specify the separator character for decimal numbers.

Thousandsseparator

Used to specify the separator character for thousands.

Width ofnavigation

Numeric input for the width of the Navigation pane.

Show navigationas toolbar

Collapses the Navigation pane into toolbar.

Width of sidebar Numeric input for the width of the Sidebar pane.

Show sidebar astoolbar

Collapses the Sidebar pane into toolbar.

Click Save (Figure 48) to save the settings.

If you click Reset (Figure 48), all settings made will be reset to the default settings. To do this, theReset pop-up window will open.

All changes made are confirmed with a green confirmation box in the upper section of the settingsoptions (Figure 48).

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4.9.2 Resetting Tables

Figure 49

If you click menu item Reset tables (Figure 49), you will be able to reset all tables to their originalstate in the right pane.

By clicking Reset (Figure 49), the hidden columns and sorting in the tables will be restored.

The Reset pop-up window will open where you can confirm the procedure.

If you click Reset, all tables in every module will be reset.

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4.9.3 Configuring Media

Figure 50

Using menu item Configure media (Figure 50), you can define the order and the initial status ofmedia elements.

As it is illustrated in the viewbox (Figure 50), the check box in front of the media element defineswhether it is loaded initially or via a button.

Arrow icons and (Figure 50) determine the display order of the media elements tab.

Click Save (Figure 50) to save the settings made.

If you click Reset (Figure 50), all settings made will be reset to the default settings. Also, the Resetpop-up window will open to do this.

All changes made are confirmed with a green confirmation box in the upper section of the settingsoptions (Figure 50).

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4.9.4 Address Management

Figure 51

If you click menu item Manage addresses (Figure 51), the address management will open in theright pane. .

Click Add (Figure 51) to open the Address pop-up window (Figure 52):

Figure 52

Use the input fields (Figure 52) to enter all relevant address data. After all the data has beenentered, click OK to save it.

If you click Close (Figure 52), the pop-up window will close, and no entries will be stored.

To change or remove an existing address, select the address field in the main area (Figure 51):

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Figure 53

You can change the address data via the Address pop-up window (Figure 53). Finally, click OK toconfirm and save the changes.

Button Remove (Figure 53) opens the Remove pop-up window, where the address can bepermanently removed.

4.9.5 Changing Password

Figure 54

If you click menu item Change password (Figure 54), input fields for changing the password willopen in the right pane.

This feature is only available if an authenticated user is logged on.

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Description

Password Input field for the current password.

New password Input field for the new password.

Repeat Input field for confirming the new password.

The passwords entered are displayed in an encrypted form for protection against possiblemisuse.

Finally, click Change (Figure 54) to confirm and save the changes.

4.10 Catalog Management

Figure 55

Click Catalog management (Figure 55) in the main menu to open it in the main area. .

Catalog management module can only be accessed if an authenticated user is logged on.

The main area of Catalog management contains all published catalogs listed in a table Figure 55).

This catalog table (Figure 55) represents a table with multiple options. If multiple catalogs areselected, they can be released or deleted altogether. .

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Toolbar functions available with multiple selection (Figure 55):

Description

All catalogs from the catalog table (Figure 55) will be selected.

No catalog from the catalog table (Figure 55) will be selected.

Set as activeThe selected catalogs will be set to active and can be viewed. This status is setin the catalog table (Figure 55) in column Release.

Set as inactiveThe selected catalogs will be set to inactive and can be viewed only if the userhas relevant authorization. This status is set in the catalog table (Figure 55)in column Release.

DeleteOpens the Delete catalogs window. There, the command can be completed viabuttons Delete or Cancel.

Catalog deletion cannot be undone. The catalogs must be republished.

Each catalog in the catalog table (Figure 55) can also be edited and deleted separately:

Description

You can switch among the following types: Mechanics, Electrical system,Hydraulic system, Pneumatics and Documentation.

Click the symbols Active or Inactive to release the catalogs for viewing.

Show information.Opens the pop-up window with details about the catalog (Figure 56).

DeleteOpens the Delete catalogs window. There, the command can be completed viabuttons Delete or Cancel.

Figure 56

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4.11 User Management

Figure 57

Click User management (Figure 57) in the main menu to open it in the main area.

You can add, edit and import users and groups via the User management.

User management module can only be accessed if an authenticated user is logged on.

In addition to general settings like language or currency, permissions for catalogs, attributes, mediaelements and modules can be set here. Moreover, you can add addresses and configure additionalfields.

Permissions can be managed using group principle and inherited by the users withingroups.

The User management module is divided in two sections. The Navigation (Figure 57) is located onthe left, and the contents section is to the right .

You can extend or reduce the navigation range as desired by dragging the border with the mouse. Inaddition, the navigation can be collapsed using the arrow icon and displayed as a toolbar. See thearrow icon with red border (Figure 57).

Toolbar functions with the collapsed navigation:

Description

Manage users

Manage groups

Import

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4.11.1 Managing Users

Figure 58

If you click menu item Manage users (Figure 58), the list of users will open in the right pane .

This table of users (Figure 58) has multiple options.

Toolbar functions available with multiple selection (Figure 58):

Description

All users in the table (Figure 58) will be selected.

Removes selection from all users in the table (Figure 58).

DeleteOpens the Delete window. There, the command can be completed by clickingthe Delete or Cancel buttons.

Each user in the user table (Figure 58) can also be edited and deleted separately:

Description

Click the symbols Active or Inactive to change the current status of theusers.

The symbols or show whether the password must be changed at firstlogon.

EditThis symbol opens the Edit user form in the main area (see Chapter AddingUsers).

DeleteOpens the Delete user window. There, the command can be completed byclicking the Delete or Cancel buttons.

Button Add (Figure 58) is used to add a new user. See Chapter Adding Users.

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4.11.1.1 Adding Users

Figure 59

If under menu item Manage users (Figure 58) in the Content section button Add (Figure 58) isselected, input fields for creating a new user will open in the right pane.

Section General (Figure 59) is used to specify general information about the user:

Description

Name User name

Group Drop-down menu for group selection.

Language Drop-down menu for language assignment.Automatic: The language of the browser is detected automatically.

Currency Drop-down menu for currency assignment.

Active This check box is used to set the user as active. Only active users can sign in.

Section Security (Figure 59) is used to enter a password for user authentication.

If the Change password check box is checked, a new password must be entered after the first logon.

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The password requirements can be changed in Settings. According to the defaultrequirements, the password must contain upper-case and lower-case letters, as well asspecial characters and be at least 6 characters in length.

The Addresses section contains button Add (Figure 59) that opens the Address pop-up window(Figure 60):

Figure 60

Address data is entered in the input fields (Figure 60).

Drop-down menu Usage (Figure 60) is used to set either a billing address, delivery address orgeneral address in Address management.

Click OK (Figure 60) to store the data.

If you click Close (Figure 60) the pop-up window will close, and no entries will be stored.

Section Data (Figure 59) is used to choose catalogs and data that can be used by the user.

Available catalogs:

When you click the Edit symbol (Figure 59), the Select catalogs pop-up window will open(Figure 61):

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Figure 61

Section User-defined (Figure 61) allows to enter the names of catalogs in a text field.

The (*) placeholder can be used either at the beginning or at the end of a name. To select all catalogs,enter the placeholder only.

Using user-defined input, you can also assign permissions to the catalogs not yetpublished.

Viewbox Selection (Figure 61) contains a multiple-selection list box of all available catalogs, andyou can select them directly.

Click OK (Figure 61) to store the entries that will later appear in the Available catalogs list

(Figure 59). If you want to remove entries from this list, click .

If you click Close (Figure 61), the pop-up window will close, and no entries will be stored.

Check box Show inactive catalogs (Figure 59) displays the catalogs set to inactive in Catalogmanagement in the Catalog module.

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Unavailable attributes:

When you click the Edit symbol (Figure 59), the Select attributes pop-up window will open (Figure62):

Figure 62

Section User-defined (Figure 62) allows to enter in a text field the names of attributes that shouldnot be displayed for this user in the catalog.

The (*) placeholder can be used either at the beginning or at the end of a name.

Using user-defined input, you can also assign permissions to the attributes not yetpublished.

Viewbox Selection (Figure 62) contains a multiple-selection list box of all available attributes.There, you can directly select the entries that should not be displayed in the catalog.

Click OK (Figure 62) to store the entries that will later appear in the Unavailable attributes list

(Figure 59). If you want to remove attributes from this list, click .

If you click Close (Figure 62) the pop-up window will close, and no entries will be stored.

Catalog types:The types of catalogs to be shared with the user are defined here (Figure 59).

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Media elements:Using the check boxes, the available media elements can be activated or deactivated. By default, all

media elements are activated (Figure 59).

Sections Shopping cart , Catalog management , Documents , User management (Figure 59)are used to set permissions for the corresponding modules.

By checking the check box before each pane, you will set the permission to the module and thedetailed permissions of the module will be displayed.

After all data entry is completed, they are stored by clicking Save (Figure 59).

Button Back (Figure 59) closes the Data window, and no entries will be stored.

4.11.2 Group Management

Figure 63

If you click menu item Manage groups (Figure 63), the list of groups will open in the right pane.

This table of groups (Figure 63) has multiple options.

Toolbar functions available with multiple selection (Figure 63):

Description

All groups in the table (Figure 63) will be selected.

Removes selection from all groups in the table (Figure 63).

DeleteOpens the Delete window. There, the command can be completed by clickingthe Delete or Cancel buttons.

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Each group in the table of groups (Figure 63) can be edited and deleted independently:

Description

EditThis symbol opens the Edit groups form in the main area (see Chapter AddingGroups).

DeleteOpens the Delete group window. There, the command can be completed byclicking the Delete or Cancel buttons.

Button Add (Figure 63) is used to add a new group. See Chapter Adding Groups.

4.11.2.1 Adding Groups

Figure 64

If you click Add in the content section (Figure 63) after clicking menu item Manage groups (Figure 63), input fields for creating a new group will open in the right pane.

Section General (Figure 64) is used to enter the name of the group.

The permissions of groups are identical to those of the users, and can be found in Chapter AddingUsers.

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4.11.3 Importing

Figure 65

If you click menu item Import (Figure 65), you will be able to import users and groups from adifferent source via the buttons Import and Browse in the right pane. The exact file format canbe defined via the interface.

To do this, first click Browse (Figure 65) to open the dialog window Please select your import fileand then select the import file for upload.

If you click button Import , (Figure 65) the Import pop-up window will open (Figure 66).

Figure 66

Using a drop-down menu , (Figure 66) you can select between two options: Only add new entries orAdd/update all entries.

If the Set all users to inactive (Figure 66) check box is checked, all imported users will be set toinactive in User management.

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All users that can be imported will be listed in a table in the pop-up window (Figure 66).

User table symbols (Figure 66):

Description

Valid

InvalidThe actual message will be displayed as a tooltip.

Active

Inactive

You must change the password first.

You do not need to change the password first.

The groups will be listed in a separate table (Figure 66).

Click OK (Figure 66) to import the data.

If you click Close (Figure 66) the pop-up window will close, and no entries will be stored.

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4.12 Debugging

The Debug module shows advanced information about the configuration and the current status ofExportDynamic.

The module is divided in two sections. The Navigation section is located on the left, and the contentssection is on the right.

You can extend or reduce the navigation range as desired by dragging the border with the mouse. Inaddition, the navigation can be collapsed using the arrow icon and displayed as a toolbar. See thearrow icon with red border (Figure 67).

Toolbar functions with the collapsed navigation:

Description

General information

Media files

Log entries

Database requests

PHP Info

The Debug module is only available if the the Debug mode is activated in the configurationfile.

4.12.1 General Information

Figure 67

If you click menu item General information (Figure 67), the list of general information will open inthe right pane . This list shows all the information and configurations relevant for debugging, forexample, application version, the recognized browser version and directory paths.

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4.12.2 Media Files

Figure 68

If you click menu item Media files (Figure 68), a table with a list of media files already being usedwill open in the right pane .

The second column of the Media files table (Figure 68) lists hash values for reference . They canbe used to assign files.

File location is displayed in a tooltip (File 68) of the relevant row.

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4.12.3 Log Entries

Figure 69

If you click menu item Log entries (Figure 69), a table with a list of log entries for the currentsession will open in the right pane.

Column Level (Figure 69) is used to show the status of the return using different icons:

Description

Error

Warning

Info

Toolbar functions (Figure 69):

Description

Update

Reset

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4.12.4 Database Requests

Figure 70

If you click menu item Database requests (Figure 70), you will see an input field in the right pane ,where you can enter the content of the ExportDynamic.log file. By clicking Display , the includeddatabase requests will be listed in the executable form (Figure 71).

In addition, a check box (Figure 70) allows sorting the results by the database request duration.

Database requests are only written to ExportDynamic.log with the DEBUG logging level.

Figure 71

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4.12.5 PHP Info

Figure 72

If you click menu item PHP info (Figure 72), the current PHP configuration with a list of allentries will open in the right pane.

5 Off-line Application

ExportDynamic.exe is required to use ExportDynamic off-line or locally. The required systemenvironment is automatically provided with this application (web server, database), andExportDynamic will open in a window or in the browser. The system environment is temporary andcloses along with ExportDynamic.exe automatically.

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5.1 User Interface Structure

Figure 73

If ExportDynamic is opened in an application window (factory state), the menu (Figure 73) and thefooter (displayed in Debug mode only) provide additional functions and information for users.

If the application is opened directly in the browser, the most important functions can be accessed inthe Windows notification area by clicking the application icon.

5.1.1 Menu

The menu (Figure 73) is used to call-up the functions of the off-line application. Depending onwhether the application is working in DEBUG mode (see Chapter Debugging) or not, there are more orfewer menu items and features.

5.1.1.1 File

Figure 74

The Figure 74 shows the activated menu item File.

5.1.1.1.1 Closing the Application

Click menu item Exit (Figure 74) to close the off-line application and exit the deployed systemenvironment.

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5.1.1.2 View

Figure 75

Figure 75 illustrates the activated menu item View.

5.1.1.2.1 Update

By clicking menu item Update (Figure 75), you can refresh the currently opened page and this wayreload its content.

5.1.1.2.2 Previous/Next

By clicking menu item Previous (Figure 75), you can go back to a page in the history of visited pages.

By clicking menu item Next (Figure 75), you can go forward to a page in the history of visited pages.

5.1.1.2.3 Home Page

Menu item Home page (Figure 75) takes the user to the home page of the off-line application.

5.1.1.2.4 Administration

Changes to ExportDynamic can be made by accessing the administration pane via the Administrationmenu item (Figure 75). For example, you can manage catalogs and users here.

5.1.1.3 Debugging

Figure 76

Figure 76 shows the activated menu item Debug.

Menu item Debug is only visible when the application is running in debug mode. It can beactivated via the keyboard shortcut ALT + F7.

In addition, an address line with the URL of the selected page (Figure 76) is displayed under the

menu.

5.1.1.3.1 Opening Home Directory

Menu item Open home directory (Figure 76) opens the directory in Windows Explorer that theapplication has been started from.

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5.1.1.3.2 Opening Temp Directory

Menu item Open temp directory (Figure 76) opens the directory in Windows Explorer where the

temporary files of the application are kept.

5.1.1.3.3 Opening INI File

By clicking menu item Open INI file (Figure 76), you will open the configuration file of

ExportDynamic.exe in an editor window. All settings of the application are stored here. In addition, you

can make advanced settings there that cannot be reached via the user interface.

5.1.1.3.4 Opening in Browser

Menu item Open in browser (Figure 76) additionally opens the selected page in a web browser. Forthis, the default browser defined in the system is used.

5.1.1.3.5 Showing Source Code

Menu item Show source code (Figure 76) opens an editor window with the source code of the currentpage.

5.1.1.3.6 Displaying Information

Menu item Show information (Figure 76) can be accessed in the Debug module of ExportDynamic.For more information on this module, see Chapter Debugging.

5.1.1.3.7 Showing Log Information

Menu item Show log information (Figure 76) opens a window with all the log files relevant for theapplication. These individual log files are organized into tabs and displayed in an editor.

5.1.1.4 Language

Figure 77

Figure 77 shows the activated menu item Language.

Menu item Language (Figure 77) lists all the languages available in the off-line application. By clickingthe language, you will change the current language of the application to the one you clicked. However,the languages selected in ExportDynamic will not be affected.

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5.1.1.5 ?

Figure 78

Figure 78 shows the activated menu item ?.

5.1.1.5.1 Checking for Updates

By clicking menu item Check for updates (Figure 78), you will initiate off-line update. For furtherinformation, please see Chapter Offline Update.

5.1.1.5.2 About

Menu item Info about (Figure 78) opens a window (Figure 79) with information like the applicationversion currently used.

Figure 79

5.1.2 Footer

The footer (Figure 73) shows additional information in the case if the application is in DEBUG mode.

Skin:You can change the skin of the off-line application using a drop-down menu. The colors of the menu,footer, etc. will change.

MySQL port:By default, the temporarily started database server (MySQL) uses port 3356. If this port is already inuse, alternative ports from the INI file are used. The port currently in use can be found here.

Apache port:By default, the temporarily started web server (Apache) uses port 8080. If this port is already in use,alternative ports from the INI file are used. The port currently in use can be found here.

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5.2 Offline Update

5.2.1 Checking for Updates

By clicking menu item Check for updates of the menu ? (Figure 73), you can check whether newversions of the catalogs are available on the update server. To do this, an Internet connection isrequired. A connection to a (S)FTP server will be established to request the latest version available onthe server.

You may be asked to confirm the request if a firewall prompt opens during the procedure.

5.2.2 No Updates Available

A relevant pop-up window will open in the case if no updates are available

5.2.3 Available Updates

Figure 80

If new versions become available for the catalogs used, a window with additional information willappear (Figure 80).An update can consist of the combination of modified media files, database files and/or software files

(Figure 80).

The available catalogs for which the new version is available can be de-/selected on the left side of thewindow (Figure 80). Globally available data like software is not dependent on the catalogs and,therefore, can be selected separately.

Depending on the selection on the left side (Figure 80), the additional information will be shown onthe right side of the window. It covers the available version numbers, the legend about the changesand the file size of the selected item.

The footer (Figure 80) of the window shows the overall download size depending on the itemsselected above .

If you click Install updates (Figure 80), the download process of the selected items will start. If you

click Cancel , the window will close, and no updates will be downloaded.

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5.2.4 Download

When a download is started, it runs in the background, while you can continue to use the off-lineapplication without restrictions. A note in the Windows notification area shows the current progress ofthe download.

The application loads the required files from the server in a compressed form to a temporary directoryin the system.

Once the download is complete, a message with the following options will appear (Figure 81).

Figure 81

5.2.5 Installation

If you click button Install (Figure 81), the downloaded files will be installed right away. The off-lineapplication will close automatically, and the selected data will be updated.

After a successful update of all files, the updated off-line application will restart automatically.

Files are not deleted after off-line update because they may be still used in other catalogs.

5.2.6 Install Later

If you click button Install later (Figure 81), the installation of the downloaded files will be carried out atanother time. That is what menu item Install update serves for under ? in the menu (Figure 73).