PDXpert PLM Software
On-line Help Guide
This help topic describes the current PDXpert PLM release. Earlier releases may be different. To view your release's version of this topic, open PDXpert and press the F1 key or select the Help menu.
Defines an administrator-defined SQL Server or SQLite database view.
Where used §
ODBC database connections.
Data fields §
- Name §
This is the view name that is referenced by ODBC clients. PDXpert view names must always begin with the letters My... as in, say, MyReleasedParts. The name must conform to the executing database engine's (Microsoft SQL Server or SQLite) guidelines.
The safest names for all ODBC clients are those that contain only ANSI alphanumeric and underscore ("_") characters, and are not SQL reserved keywords.
It's often useful to apply a suffix to views that are compatible with only one engine, such as MyItemsSQLite or MyItemsMSSQL. A view compatible with both databases wouldn't have a suffix: MyItems.
- Description §
- This describes the view and its purpose.
- SQL SELECT statement §
This is the SQL SELECT statement that produces the view.
- When the ODBC client connects to the server-side SQL Server database, or the optional client-side SQL Server LocalDB, the SELECT statement must conform to SQL Server syntax.
For ODBC clients connecting to the client-side SQLite database pdxpert.db, the SELECT statement must (a) conform to SQLite syntax, and (b) select data only from the set of SQLite-compatible public views.
Each time the PDXpert client starts, the client-side views are updated from the server. Minimizing the number of views, and custom attributes within each view, reduces the time required for the client to start.
- Active: users can select §
- Default member of collection §
- Permanent member of collection §
- For a description of these checkboxes, see the Collections reference > Managing collections help topic.
Setup suggestions §
A SQL Server administrator-defined view must always be based on PDXpert's public views.
For important information about creating views, refer to the How to report, import & export > Viewing & exporting via ODBC help topic.
Any change to a view, or to custom attributes that appear in a view, can affect the local views database. Before you change a view and before you add, remove or rename custom attributes used within a view, all other users should exit PDXpert and all ODBC applications that use local views. After making your changes, users should start the PDXpert client before resuming work with the ODBC application.
After upgrading to a new PDXpert release, always test your views for proper operation.
A view's SQL is not visible to PDXpert's upgrade process. A view may require some modifications to maintain compatibility with PDXpert upgrades.
Views included with your PDXpert system are provided for demonstration purposes, and may not be compatible with future PDXpert releases.
Help Guide Contents [PDF]
- 0001. Welcome!
- 0002. Help conventions
- 0100. PDXpert Application Server
- 0101. Server overview
- 0200. How to...
- 0300. Console reference
- 0400. How to start the PDXpert client
- 0500. Program concepts
- 0600. How to set up PDXpert
- 0700. How to use the Item Explorer
- 0800. How to use the Collection Explorer
- 0900. How to work with documents
- 0901. Manage documents
- 1000. How to start a document
- 1003. Fill in the new document
- 1004. Add or remove references
- 1005. Save your document
- 1006. Remove your document
- 1007. Release your document
- 1008. Manage a released document
- 1009. Revise a released document
- 1010. Cancel a released document
- 1100. How to work with parts
- 1101. Manage parts
- 1200. How to start a part
- 1203. Fill in the new part
- 1204. Add, modify or remove BOM parts
- 1205. Import a CAD BOM
- 1206. Add or remove approved sources
- 1207. Add or remove references
- 1208. Save your part
- 1209. Remove your part
- 1210. Release your part
- 1211. Revise a released part
- 1212. Manage a released part
- 1213. Cancel a released part
- 1300. How to revise multiple markups
- 1400. How to work with change forms
- 1401. Processing a change
- 1402. Originate a new change form
- 1403. Analyze a submitted change
- 1404. Fix change processing errors
- 1405. Remove your change form
- 1406. Review a routed change
- 1407. Resolve an on-hold change
- 1408. Analyze an accepted change
- 1409. Use a released change
- 1410. View a completed change
- 1411. Analyze a stopped change
- 1412. View a rejected change
- 1413. Remove a canceled change
- 1414. Return a submitted change
- 1500. How to work with file attachments
- 1600. How to report, import & export
- 1601. Create a report
- 1602. Export a PDX package
- 1603. Use the Report/Export Wizard
- 1700. Import & update items
- 1701. Initialize your PLM database
- 1702. Use the External Data Importer
- 1703. Item Master import
- 1704. Iteration-level relational imports
- 1705. Bill of materials import
- 1706. References import
- 1707. Revision files import
- 1708. Sources import
- 1709. Item-level relational imports
- 1710. Item files & links import
- 1711. Materials import
- 1712. Groups collection import
- 1713. Materials collection import
- 1714. Organizations collection import
- 1715. Persons collection import
- 1716. Custom collection import
- 1800. View & export via ODBC
- 1801. View database objects
- 1802. Create an ODBC connection
- 1803. ItemViews reference
- 1804. ReferencePairViews reference
- 1805. SourcePairViews reference
- 1806. SourceItemMasterView reference
- 1807. StructurePairViews reference
- 1808. ChangeViews reference
- 1809. ChangePairViews reference
- 1810. FilePairMasterView reference
- 1900. How to perform other tasks
- 2000. Menu reference
- 2100. Item Explorer reference
- 2200. Document window reference
- 2300. Part window reference
- 2400. Change Form window reference
- 2500. System Rules reference
- 2501. System Rules window
- 2502. General: Copy files to snapshot
- 2503. General: Item uniqueness definition
- 2504. General: Reviewer's comment required
- 2505. Default File Access
- 2506. Password Policy
- 2507. References Tabs
- 2508. BOM: Allow duplicate parts
- 2509. BOM: Lock part default unit of measure
- 2510. BOM: Allow partner parts
- 2600. Collections reference
- 2601. Managing collections
- 2602. Custom attributes
- 2700. Places/Organizations/Persons
- 2800. General
- 2900. Documents
- 3000. Parts
- 3100. Changes
- 3108. Custom collections
- 3200. Other reference topics
- 3300. Software licenses & legal notices