SIEMENS

Standard Parts
Installation Guide
2020
Proprietary and restricted rights notice

This software and related documentation are proprietary to Siemens Product Lifecycle Management
Software Inc.
© 2019 Siemens Product Lifecycle Management Software Inc.

2 Standard Parts Installation Guide 2020

Contents

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

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

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

Installing Standard Parts in a Teamcenter environment . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1

Upgrading Standard Parts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1

Configuring SQL Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1

Installing Parts Libraries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1

Standard Parts Library Quick setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1

Basic Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-1

2020 Standard Parts Installation Guide 3

Chapter 1: Setup overview

Standard Parts requires SQLExpress or SQLServer to be installed on the Standard Parts

Administrator machine.

Note
SQLExpress 2012 SP1 or SQLServer 2012 are recommended for Windows 7, Windows
8.1, and Windows 10 operating system. If it is not already loaded on the system, Standard
Parts Administrator installs SQLExpress 2012 SP1. For the SQL server administration,
you can download the SQL Server Management Studio 2012 that is compatible with
SQLExpress 2012 from https://www.microsoft.com/en-us/download/details.aspx?id=29062.

The installation of Standard Parts Administrator installs and configures SQL Express 2012 SP1 such
that the Administrator and Master Part Files are available to use. When installing Standard Parts
Administrator for the first time, installation of the Master Part Files is on by default.
The Master Part Files include free sample content. It is recommended that 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 for a single user.

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

Standard Parts Administrator and SQL Server do not need to be installed on the client machines
that access the components in the Standard Parts Database. They only need to be installed on the
machine intended for Standard Parts administration.
Instructions on how to install and configure Standard Parts in the recommended manner are located
in the following chapters.

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Chapter 2: Installing Standard Parts in an
unmanaged environment

Follow these instructions to install Standard Parts in an environment where you manage files without
a PDM system. Later sections describe how to install Standard Parts in environments where
documents are managed with Teamcenter.

Standard Parts Administrator installation - demonstration or single user

1. Run the Standard Parts Administrator installation on the desired workstation with Solid Edge
installed. If the default destination folder for Master Part Files, C:\Solid Edge Standard Parts, is
predefined in the Custom Setup step needs to be changed, set another local or network folder.

Note
The Master Part Files feature installs only a free sample set of standard parts. However
installing this feature creates the necessary Solid Edge Standard Parts configuration
folder structure and database. You can create this structure and database later using
the Solid Edge Standard Parts Configuration Wizard.

2. Complete the installation.

After completing these steps, Standard Parts is ready to use with the free sample standard parts
content. If you want to use the full content of Standard Parts libraries continue with the steps
described in the section Installing Parts Libraries.

Standard Parts Administrator installation - multiple users

1. Run the Standard Parts Administrator installation on the workstation intended for Standard
Parts administration. In the Custom Setup step, deselect Installing Master Part Files. Only the
Standard Parts Administrator application is installed.

2. Complete the installation.

3. Choose Start→Siemens Solid Edge 2020→Standard Parts→Configuration Wizard.

4. In the Step 1 area of the configuration wizard, specify the desired location of the Standard Parts
configuration folder. You can use the Browse button to search for the appropriate folder. This
location should be accessible with full permissions by all Standard Parts users. It is suggested
that you specify this location as a UNC path, for example \\Server\Public\SEStdParts).

Note
When you enter the Standard Parts configuration folder for the first time, default values
are added to all settings in the Step 2 area. If it is not the case click the Defaults button.

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 Chapter
Chapter 2: 2: Installing
Installing Standard
Standard PartsParts
in anin an unmanaged
unmanaged environment
environment

5. Choose Browse in the Step 2 area to define the Working Database.

a. On the Database Manager dialog box, select the External Network Database option.

b. In the External Database Server dialog box, specify an SQL Server (name, user and
password) accessible for all Standard Parts users. See Configuring SQL Server for details.

c. New button and enter a name for the new database.

Note
This action creates two databases on the server – the Standard Parts working
database. For example, xse109_StandardParts109 and GUID database,
xCP_localGUIDdb95.

d. Click OK to accept the new working database.

6. On the Configuration Wizard dialog box, click Save.

After saving the configuration, the Solid Edge Standard Parts configuration folder is created. In
this case at the location, \\Server\Public\SEStdParts. It contains SMAPINIFile.sac, which is the
file containing the configuration, along with folders, HTML, Standard Parts and Working folder.
For more details about folder structure, see the Standard Parts User Guide.

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 Installing Standard Parts in an unmanaged environment

7. If you want to use content from the Standard Parts libraries, proceed with the steps described
in Installing Parts Libraries.

Standard Parts workstation setup

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

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 Chapter
Chapter 2: 2: Installing
Installing Standard
Standard PartsParts
in anin an unmanaged
unmanaged environment
environment

Set the Standard Parts SAC file location

1. Start Solid Edge and open an Assembly file.

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

2. On the Application menu, click the Settings→Solid Edge Options button.

3. On the Solid Edge Options dialog box, click the File Locations tab.

4. In the list of file types, click Standard Parts SAC file, click Modify, and browse to the location of
the SMAPINIFile.sac file in the configuration folder created Standard Parts configuration.

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Chapter 3: Installing Standard Parts in a
Teamcenter environment

This section describes how to set the Standard Parts system to store generated parts and newly
created documents in a Teamcenter-managed environment.
All Teamcenter server and client installation requirements must be met prior to performing these
installation steps. For more details about installation and working with Teamcenter, see the
Teamcenter server and client installation documentation.
For more information about using Solid Edge in a Teamcenter-managed environment, refer to the
Teamcenter Integration for Solid Edge (SEEC) Guide for Users and Administrators. Some Standard
Parts themes are described in the Solid Edge help file.

Standard Parts Administrator Installation

1. Install Teamcenter client and Solid Edge on the workstation intended for Standard Parts
administration.

2. Run the Standard Parts Administrator installation on the workstation intended for Standard Parts
administration. In the Custom Setup step, deselect Installing Master Part Files so only the
Standard Parts Administrator application is installed.

3. Complete the installation.

4. Choose Start→Siemens Solid Edge 2020→Standard Parts→Configuration Wizard.

5. In the Step 1 area of the configuration wizard, specify the desired location of the Standard Parts
configuration folder. You can use the Browse button to search for the appropriate folder. This
location should be accessible with full permissions by all Standard Parts users. It is suggested
that you specify this location as a UNC path, for example \\Server\Public\SEStdParts).

Note
When you enter the Standard Parts configuration folder for the first time, default values
are added to all settings in the Step 2 area. If it is not the case click the Defaults button.

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

a. On the Database Managerdialog box, select the External Network Database option.

b. In the External Database Server dialog box, specify an SQL Server (name, user and
password) accessible for all Standard Parts users. See Configuring SQL Server for details.

c. Click the New button and enter a name for the new database.

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 Chapter
Chapter 3: 3: Installing
Installing Standard
Standard PartsParts in a Teamcenter
in a Teamcenter environment
environment

Note
This action creates two databases on the server – the Standard Parts working
database. For example, xse109_StandardParts109 and GUID database,
xCP_localGUIDdb95.

d. Click OK to accept the new working database.

7. Set Parts storage to Teamcenter.

8. Set the desired Item type for generated standard parts. It must be a valid Item type for your
Teamcenter. If the selected Item type allows it, you can also specify Item ID and Revision pattern.

9. On the Configuration Wizard dialog box, click Save.

After saving the configuration, the Solid Edge Standard Parts configuration folder is created. In
this case at the location, \\Server\Public\SEStdParts. It contains SMAPINIFile.sac, which is the
file containing the configuration, along with folders, HTML, Standard Parts and Working folder.
For more details about folder structure, see the Standard Parts User Guide.

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 Installing Standard Parts in a Teamcenter environment

10. If you want to use some content of the Standard Parts libraries, proceed with the steps described
in Installing Parts Libraries.

Standard Parts workstation setup

If the administrator workstation is set up, on other workstations, set the Standard Parts SAC file
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 or
network installation.

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 Chapter
Chapter 3: 3: Installing
Installing Standard
Standard PartsParts in a Teamcenter
in a Teamcenter environment
environment

Note
The Teamcenter client and Solid Edge with a license for the Teamcenter Integration for
Solid Edge must be installed on all workstations.

Set the Standard Parts SAC file location

1. Start Solid Edge and open an Assembly file.

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

2. On the Application menu, click the Settings→Solid Edge Options button.

3. On the Solid Edge Options dialog box, click the File Locations tab.

4. In the list of file types, click Standard Parts SAC file, click Modify, and browse to the location
of the SMAPINIFile.sac file in the configuration folder created Standard Parts configuration.

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Chapter 4: Upgrading Standard Parts

When upgrading Solid Edge and Standard Parts (version ST5 or newer) to the current version, there
is no need to create new Standard Parts configuration folder. It is possible to simply use the existing
configuration folder and migrate the database.
All installation requirements for the given platform (file system or Teamcenter) must be met prior to
performing these installation steps.

Standard Parts Administrator installation

1. Run the Standard Parts Administrator installation on the workstation intended for Standard Parts
administration. In the Custom Setup step, deselect Installing Master Part Files so only the
Standard Parts Administrator application is installed.

2. Complete the installation.

3. Choose Start→Siemens Solid Edge 2020→Standard Parts→Configuration Wizard.

4. In the Step 1 area of the configuration wizard, specify the desired location of the Standard Parts
configuration folder. You can use the Browse button to search for the appropriate folder.

Note
After entering the Standard Parts configuration folder the settings are loaded.

5. On the Configuration Wizard dialog box, click Save.

6. Click the Yes button to confirm the information about migrating the database.
After finishing the configuration wizard, the Solid Edge Standard Parts configuration folder is
set and the database migrated to the current version. So it is not necessary to add parts to
the database again. However, you might proceed with Standard Parts libraries installation to
upgrade the installed standard parts to the newly delivered version. To do so, proceed with the
steps described in Installing Parts Libraries.

Standard Parts workstation Setup

After you have set up the administration workstation, set the Standard Parts SAC file location
on other workstations. For detailed instructions, see the chapter corresponding to the given
platform (file system or Teamcenter).

2020 Standard Parts Installation Guide 4-1

Chapter 5: Configuring SQL Server

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

Note
These instructions use SQL Server Management Studio from Microsoft. This is a free
database maintenance tool that can be downloade, for example, from the following link:
http://www.microsoft.com/en-us/download/details.aspx?id=29062

1. Start SQL Server Management Studio and change the authentication mode of the database to
Mixed Mode (SQL Server and Windows Authentication) in the database properties:

• 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 Server
Authentication section, set the SQL Server and Windows Authentication mode.

2. Create a login for external users that uses SQL Server authentication:
• In the Object Explorer, expand Security > Logins.

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 Chapter
Chapter 5: 5: Configuring
Configuring
SQL SQL Server
Server

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

3. Define the new login:

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 Configuring SQL Server

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

• 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 with Standard
Parts Administrator installed) use the Standard Parts Configuration Wizard to connect to the
External network database using the server machine name and login.

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

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

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.

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 Chapter
Chapter 5: 5: Configuring
Configuring
SQL SQL Server
Server

• Click OK on all dialogs to accept the changes.

5. Make sure that SQL Server is allowed through the firewall.

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Chapter 6: Installing Parts Libraries

The setup of Standard Parts libraries for Solid Edge 2020 brings the possibility to add the installed
parts to the database directly (as a part of the library setup). However, it is still possible to install the
libraries and add the parts to the database later using the Solid Edge Standard Parts Administrator.

Installation

1. Run the installation of the selected Standard Parts library.

2. During the Custom Setup step of the installation wizard, you can do following:
a. Select the standards (ANSI, DIN, etc.) of the parts you want to install.

b. Select the destination folder. The active Standard Parts configuration folder (set in Step 1
of Standard Parts Configuration Wizard) is used by default. The library content is copied to
its subfolder “Standard Parts” that is usually defined as Parts folder (in Step 2 of Standard
Parts Configuration Wizard).

c. Activate the option to add the installed parts to the database as part of the library setup. If this
is the initial Standard Parts library installation (no other version has been installed before),
select the AddAndUpdateAll option. This automatically add parts of all selected standards
to the database. The other options can be used by the users which had installed some
previous Standard Parts version. The Update New option updates only the parts which were
installed in a previous version and have some changes in the delivered version. The Update
All option updates the parts which were installed in a previous version to the current version
(regardless on changes between the versions).

Note
The direct adding of installed parts to the database may significantly extend the
installation time. Depending on the number of selected standards, the installation
may take hours. However, you will not spend the same time later by adding parts
to the database by means of Solid Edge Standard Parts Administrator.

3. In the Delivery Content Database step select the language version for the delivery Content
Database (Standard Parts Installation Database). It can be used later when adding parts to the
database using the Add from the Standard Parts Installation Database option.

4. If you complete the library installation without direct adding parts, launch the Solid Edge Standard
Parts Administrator and click Add Parts.

Adding Parts

The following options can be used for adding parts from the installed Standard Parts libraries.

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 Chapter
Chapter 6: 6: Installing
Installing
PartsParts Libraries
Libraries

• Add from the Standard Parts Installation Database: launches the Smart Installer application.
See the Adding Standard Parts Using Installation Database topic of the Standard Parts User
Guide for details.

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

• Add from existing single part file: adds a selected part (single or parent part) file to the
database. See the Adding Single Part File topic of the Standard Parts User Guide for details.

Adding custom properties

Custom properties are generated automatically when you generate a part. As an administrator you
are not required to create and populate the custom properties in advance for each non-generated
part. However, if you have specific requirements for either a category or part, you can create the
custom properties and set the values that are used when those parts are generated.
You can use the Add Custom Property command to create custom properties for all non-generated
parts within a selected category. See the Adding Custom Properties topic of the Standard Parts
User Guide for details.

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Chapter 7: Standard Parts Library Quick setup

The Standard Parts Quick setup provides a way to quickly install and populate standard part libraries.
You can install the piping library, the machinery library, or both. This setup is useful when adding
parts to an empty database.
If no working database is detected during quick setup, a database is created and standard parts are
added. If an empty working database is detected during quick setup, standard parts are added.
If a working data base that is not empty is detected during quick setup, a warning message box
provides two options:
• Add parts to a new database

• Cancel

If you choose Add parts to a new database, the regular setup updates the existing database. If you
choose Cancel, the setup wizard cancels before the quick setup installation is complete.

2020 Standard Parts Installation Guide 7-1

Chapter 8: Basic Definitions

Standard Parts
The main application. It lets you find and place parts from the Standard Parts database.

Solid Edge Standard Parts Administrator

The application for database administration.

Standard Parts Database

The information storage structure for information about all Standard Parts documents.

Solid Edge Standard Parts Configuration Wizard

The application for managing Solid Edge Standard Parts global configuration.

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

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

PartEditor
The application for managing content, such as properties, categorization, and streams of
standard part files.

Standard Parts Installation Database

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

Solid Edge Machinery and Piping Library

Sets of standard parts for machinery (fasteners, bearings, structural shapes) and piping (pipes,
fittings, valves) design. Libraries contain international norms of standard such as US standards
(ANSI, ASME, etc.), DIN, ISO, BS, UNI, GB, JIS, GOST, CNS, IS, CSN, KS, etc.

Standard Parts configuration folder

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

Standard Parts folder

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

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 Chapter
Chapter 8: 8: BasicBasic Definitions
Definitions

Standard Part
A part of Standard Parts Machinery or Piping Library. It can be a parent or single part.
Custom Standard Part
A customer-specific Standard Part that you can create from an existing Solid Edge using the
BulkPartAdder or PartEditor.
Parent part
The Standard Parts Library global file. It contains definitions of all relevant Single parts within the
same category. It is delivered with the Standard Parts Library to a version-specific folder.
Single part
A generated (final) standard part, derived from the Parent part.
Part name
A global part identifier. It should be a full, detailed and unique descriptor for each file in the
Standard Parts database. It supports fast and correct identification of parts in Standard Parts
applications.
Category
A collection of parts, classified to sub-categories, and finally to end categories, that have some
common feature. This can be standard (such as ANSI and DIN), part type (such as bolt, nut,
and pipe) and so forth.
End category
A 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.
Characteristic
A parameter that varies among parts within an end category. Characteristics usually correspond
to some property of the single part, such as length, thread diameter, nominal size, material, and
so forth. Each part within an end category must have a unique combination of the characteristic
values.
SAC file
The global definition and settings file named SMAPINIFile.sac.

8-2 Standard Parts Installation Guide 2020

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