Generating and exporting reports

Generating reports

Most reports can be generated inside a drawing and exported as tab separated values (.tsv). To generate a report inside a drawing, simply drag and drop a report symbol from the Reports stencil, right click and select Generate.

Report symbols can be resized by dragging on their handles and when a report is generated, Capital X Panel Designer automatically create additional report symbols if the content overflows a single symbol. Columns in report symbols can be resized by clicking on the report symbol, then on any column, and dragging on the handles. Some columns may contain options to hide a column, simply right click on a column when it is selected, and choose Hide Column.

Cross reference report

The cross reference report lists all references, descriptions, symbol master and their locations.

Material reference report

The material reference report lists all references, grouping, component information and descriptions.

When exporting Material Reference, the Reference tab will be shown. By default, all references will be exported. Users can click on the references selectively, to export a smaller set of references. Export a smaller set of references for editing in a .tsv file.

Importing material reference

To import a material reference report into a drawing:

• First, export a material reference report.
• The report MUST be exported with ALL fields for it to be successfully used as an import file.
• After report generation, add in rows of components by following the format in the report, delete or modify component information as required, then save the report.
• Then click on menu Import Reports | Material reference report and select the file to be imported (.tsv, .csv, .json)* Then click the Import button.

The ability to import material reference report allows users to edit component information in batches, where these information can be easily copied from manufacturer's website and pasted into the exported report. Once editing is complete, all these component information including dimensions can be easily imported back into a drawing.

Bill of materials report

The Bill of Materials report lists all components used in a schematic, including component information, subtotals and totals. The custom descriptions of Terminal blocks, Cable ducts and Din rails will be shown along with their dimensions (Width x Height).

Cable reference report

The cable reference report lists all cables used on a drawing, including cable information, core name, wire name and their locations.

Connections (From/To) report

The connections report lists all wires in your schematics, their location, cable information and their connections, including exactly which symbol the wire is connected to, their references, location and pin names.

Cable bill of materials report

The Cable Bill of Materials report lists all cables used in a schematic, including cable information, subtotals and totals.

Exporting reports

To export reports:

• Click on menu Export Report, then select the report to be exported.

Exporting bill of materials report to OpenBom

To export bill of material report to OpenBom:

• Click on menu Export Report, then select Bill of materials (BOM) report
• Check Export to OpenBom options
• Sign in OpenBom in Capital X Panel Designer
• Click OK to export the report to OpenBOM
• View the exported report in OpenBom

Publish bill of materials report to Teamcenter

This feature is only available on Teamcenter 2312, 2406, and 2412. Teamcenter Foundation and Teamcenter 4-tier is required for the integration. Before publishing bill of materials report to Teamcenter, some setup must be done.

To setup Teamcenter integration

• Go to tomcat/conf/web.xml and add the following lines

      <filter>
          <filter-name>CorsFilter</filter-name>
          <filter-class>org.apache.catalina.filters.CorsFilter</filter-class>
          <init-param>
              <param-name>cors.allowed.origins</param-name>
              <param-value>https://radicasoftware.com</param-value>
          </init-param>
          <init-param>
              <param-name>cors.allowed.methods</param-name>
              <param-value>GET,POST,HEAD,OPTIONS</param-value>
          </init-param>
          <init-param>
              <param-name>cors.allowed.headers</param-name>
              <param-value>Content-Type,Authorization</param-value>
          </init-param>
          <init-param>
              <param-name>cors.support.credentials</param-name>
              <param-value>true</param-value>
          </init-param>
      </filter>
      <filter-mapping>
          <filter-name>CorsFilter</filter-name>
          <url-pattern>/*</url-pattern>
      </filter-mapping>
      

• Go to tomcat/conf/context.xml and modify the following

      <CookieProcessor sameSiteCookies="none" />
      

• Generate a keystore .jks file and copy it into tomcat/conf
• Go to tomcat/conf/server.xml and modify the following

      <Connector port="8443" protocol="org.apache.coyote.http11.Http11NioProtocol"
                 maxThreads="200" SSLEnabled="true">
          <SSLHostConfig>
                 <Certificate certificateKeystoreFile="conf/keystore.jks"
                           type="RSA" certificateKeystorePassword="your_keystore_password" />
          </SSLHostConfig>
      </Connector>
      

• Restart Tomcat_tc_Adminserver process

Then, enter the Teamcenter host in the Preferences dialog.

To enter Teamcenter host

• Click on menu File | Preferences
• Go to Integrations section
• Enter the Teamcenter host

To publish bill of materials report to Teamcenter, there are two primary ways to do so. First, is by creating a new bill of materials, and the other way is to update an existing bill of materials. After creating or selecting a bill of materials in Teamcenter, assign all the existing components into Teamcenter components to finish publishing the bill of material report.

To create a Teamcenter bill of materials report

• Click on menu Export Report, then select Publish BOM to Teamcenter
• Sign in Teamcenter in Capital X Panel Designer
• Select Create new BOM
• Click on Browse to select the BOM location, then click OK
• Fill in the ID, Name and Revision, then click OK
• Create or Assign Teamcenter components to all of the existing components
• Click on OK to publish BOM

To update a Teamcenter bill of materials report

• Click on menu Export Report, then select Publish BOM to Teamcenter
• Sign in Teamcenter in Capital X Panel Designer
• Select Update existing BOM
• Click on Browse to select the BOM file, then click OK
• Fill in the Revision, then click OK
• Create or Assign Teamcenter components to all of the existing components
• Click on OK to publish BOM.

Create or assign Teamcenter components

When publishing a Teamcenter bill of materials report, all of the existing components are required to be assigned to Teamcenter components. If there is no existing component in Teamcenter, an option is available to create a Teamcenter component.

To create a Teamcenter component

• Click on Create
• Select the location, then click OK
• Fill in the ID, Revision, then click OK

To assign to a Teamcenter component

• Click on Assign
• Select the component, then click OK

Mapping component fields to Teamcenter fields

When publishing components into Teamcenter, the component fields in Capital X Panel Designer can be mapped into different Teamcenter fields.

To map component fields

• Click on menu File | Preferences
• Go to Integrations section
• Click on Mapping
• Fill in the fields to map, then click OK

Exporting component database

In Capital X Panel Designer, users are able to add, edit and delete component information by clicking on Manage Databases then selecting Component database.

To edit component information in batches, click Export to export data for editing, before importing it back into Capital X Panel Designer.

To export the component database:

• Click on Manage Databases and select Component Database then click Export

Importing component database

After editing exported component database information, these information can then be imported back into Capital X Panel Designer.

To import component database:

• Click on Manage Databases and select Component Database then click Import
• Choose the source file to import from (.tsv, .csv, .json)

Exporting cable database

In Capital X Panel Designer, users are able to add, edit and delete cable information from the database by clicking on Manage Databases then selecting Cable database.

To edit cable information in batches, select Export to export data for editing, before importing back into Capital X Panel Designer.

To export the cable database:

• Click on Manage Databases | Cable database then click Export

Importing cable database

After editing exported cable database information, these information can then be imported back into Capital X Panel Designer.

To import cable database:

• Click on Manage Database | Cable database then click Import
• Select the source file to import from (.tsv, .csv, .json).

Exporting symbols on drawing

Schematic symbols on drawings can be exported so that their references, descriptions and pin names can be edited in batches before being imported back into drawings.

To export symbols on drawing:

• Click on Export Reports and select Symbols on drawing.

Importing symbols on drawing

After editing the information details for symbols on drawings, these information can be then imported back into a drawing.

To import symbols on drawing:

• Click on Import Reports then select Symbols on drawing.

• Click Import then choose a source file.

Export wires on drawing

Wire names on drawings can be exported so that their names can be edited in batches before being imported back into drawings.

To export wires on drawing:

• Click on Export Reports and select Wires on drawing.

Import wires on drawing

After editing wire names on drawings in a spreadsheet, these information can then be imported back into a drawing.

To import wires on drawing:

• Click on Import Reports select Wires on drawing.
• Click Import then choose a source file.

Generating Table of Contents

To use Table of Contents:

• Users must use the Title Automatic Text block from the Title Block stencil.
• Insert the Title Automatic text into your Title Block and create your own title block, or use a title block supplied by Capital X Panel Designer.
• Drag and drop title blocks on all pages in your drawing.
• Drop Table of Contents (TOC) report from the Reports stencil onto your drawings.
• Right click and select Generate TOC.
• Tick the title block data that you want to show on your report.
• Capital X Panel Designer will automatically scan every page to create Table of Contents.

Next step: Preferences and settings

• Setting the language
• Setting the keyboard increment
• Automatically resize symbols to snap on grid
• Show confirmation dialog when modifying stencils
• Automatically insert title block after creating a new page
• Automatically snap to nearby shapes
• Play sound when chat message is received
• Play sound when collaborator joins editing
• Notification settings
• Enable or disable desktop notifications
• DWG/DXF settings
• Enable or disable Import dimensions and Import layers