Configure the add-in
Last updated
Last updated
The SharpSync PDM add-in has several pages for local configuration. These may be accessed by navigating to the PDM administration tool and right clicking > Configure SharpSync.
Configure a BOM view
Test connection to the server
A BOM view in PDM lets you view columns of data. SharpSync uses this information to populate data in SharpSync in combination with the property mappings.
The BOM view must contain the same columns as the columns mapped in the Property Mappings, with the exception of any column names wrapped in angled brackets '<>'. For example <state> and <folder> does not have to appear in the BOM view.
When configuring the add-in for the vault, these are the sections to configure:
The general setup which applies to all users
The BOM configuration section (how to process BOMs)
The SQL setup which is used internally by the add-in to assist with determining child item types
This image shows a landing screen of the setup.
The following fields must be configured:
BOM Layout
The columns + values exported to SharpSync
BOM (or whatever layout you want to export to SharpSync)[1]
SharpSync Admin credentials
User credentials that are used to setup the Data Source
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File name handling
How files will be named in the hierarchy. Can be either the name of the file or a variable (e.g. Number)
This is automatically configured in Data Source configuration and cannot be changed in the add-in
[1] If you want Sheetmetal or weldments to display as child items of the BOM, make sure to enable one of the following settings in the BOM display
Click Connect... Upon success, the configured primary identifier will be listed in the Primary Identifier field. This is the value that will be used to identify the file in SharpSync.
NOTE: If you get an error saying that no source is configured,
First go to SharpSync > Data Sources (you must be an admin) > Add the PDM Data Source > This will create a source in SharpSync which will be used to pull Bill of Material (BOM) information from your vault.
Setting up the BOM configuration allows you to customize how Bill of materials are uploaded to SharpSync.
BOM export
As Built
Export the version of the BOM and its associated references as at the version selected
BOM export
Latest
Export the latest version of the BOM and its associated references
Weldments
Export a weldment part as a part
Exports the weldment with the same qty referenced in the original BOM. Does not add children items from weldment members
Weldments
Export a weldment part as a assembly
Exports the weldment with the same qty referenced in the original BOM. DOES add children items
Sheetmetal
Export a sheet metal part as a part
Exports the weldment with the same qty referenced in the original BOM. Does not add children items from multibody parts
Sheetmetal
Export a sheet metal part as a assembly
Exports the weldment with the same qty referenced in the original BOM. DOES add children items
Excluded file types
Add file types on new lines
If a linked reference is found in the PDM BOM, it is not exported to SharpSync
The SQL configuration page requires data_reader access for SQL Server.
This image shows a screen of the setup
Setting up the BOM configuration allows you to customize how Bill of materials are uploaded to SharpSync.
SQL Connectivity
Hostname\instance
Enter the name of the server and the SQL instance. Use \MSSQL if the instance is not named
SQL Connectivity
Database name
Enter the name of the database. Typically the same as the vault name. Consult your IT Admin if you don't have access
SQL Credentials
PDM SQL Username
Name of a user which has the ability to create and execute stored procedures.
SQL Credentials
PDM SQL Password
Password of a user which has the ability to create and execute stored procedures.
Note: The SQL connection details are not stored in SharpSync online services. The credentials are stored in a vault dictionary called SharpSync using the PDM API. You can search for it using SQL Server Management Studio and going to the Vault Database > Tables > Dictionaries > SharpSync
The general vault configuration applies to all users in the vault. However when uploading BOMs to SharpSync, the user must configure their own credentials to use SharpSync add-in.
This is so that each BOM that is uploaded is associated with a user in SharpSync. This allows SharpSync to track who uploaded the BOM and who approved the BOM.
To configure the add-in for the logged in user, follow these steps:
Login to the PDM Professional Vault
Right click in the background or on any file > SharpSync > Configure SharpSync user...
Specify the user credentials that will be used to upload BOMs to SharpSync.
(This is the name of user that has access in SharpSync, not the details of the user in PDM)
