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User manual infra CONVERT 2019 > Introduction

Quick start


With infra CONVERT 2019, you can quickly and easily create high-quality test plans based on technical drawings. All help topics for the user are prepared in the user manual.

infra CONVERT 2019 can be flexibly adapted to the work processes and connected systems in the company. The administrator's manual covers in-depth topics for prep^^aring the program for use.


From setting up the program to productive work



* Definitions for category, tag, stamp template and class are part of the project after being invoked when creating a project and can not be changed later. Definitions for category, tag and stamp template can be changed in the opened project.

Set up infra CONVERT 2019

1)

Install infra CONVERT 2019 on the designated workstation PCs.
SeeSystem requirements
SeeInstallation

2)

Request your license file with the registration key generated there and load it into the program.
SeeSet up a single user license
SeeSet up a multi-user license

3)

Define the behavior of infra CONVERT 2019 in the settings.
SeeSettings

If necessary, adapt the templates for →Categories, →Tags, →stamp templates, →characteristic classes and →tolerance tables to your needs. The templates in the form of parameter files are loaded when creating a project*.
SeeParameter file "SpecialCategories"
SeeParameter file "CharacteristicTags"
SeeParameter file "StampTemplates"
SeeParameter file "CharacteristicClasses"
SeeTolerance tables

You can also design the templates for Excel test reports yourself.
SeeCreate and customize Excel templates

Working with infra CONVERT 2019

4)

Create one project per inspection object (component or assembly with a material or article number) and inspection plan. Several drawing sheets can be assigned to a test plan.
SeeFrom the drawing to the test plan: the essential steps
SeeDrawing data format

5)

In the event of a drawing change, quickly and safely create a new inspection plan version based on an existing version. Test plan versions are managed within a project for this purpose.
SeeCompare drawings (Basic version)
SeeCompare drawings (Pro version)


From the drawing to the test plan: the essential steps

Below, we'll walk you through the basic steps needed to create a test plan in infra CONVERT 2019 from a drawing.



Create project


Create test plan


Import drawing


Stamp



Reposition stamps


Change numbering


Save project


Export drawing


Export test plan



Create project

(Full functional description: Functions > Projects > Create new project)

Step Action Result
1 Invoke function Click on File and then New project in the drop-down menu that opens.

Alternative procedures Click on the New project button () or press CTRL + N.

Note If an unsaved project is open, you will be prompted as to whether you wish to save it before continuing.
The “Project overview” window (see Project overview) is also displayed next to the drawing area:

Note 1 Only one project can be opened and edited at the same time

Note 2 The project is not saved yet.
2 Edit project title 1) Click the button next to the project title “New project”. 1) The dialog “Edit project” opens:
2) Specify a unique name in the Project title field under which you will be able to find the project later on.

Option The Description field can be used to help make identification of the project easier later on.

Recommendation Create at least one new project for each part / item number.
2) In the example, a project is created for the workpiece bearing housing with the item number “ET-29002675001-84” within the framework of a production process and product approval (PPF):
3 Angaben bestätigen Then click on Apply. Project title and description have been adopted and will be displayed accordingly.


Create test plan

(Full functional description: Functinons > Test plans > Create test plan)

Note As of program version 1.2, when creating a new project, a first inspection plan version New inspection plan (A) is created directly.

Step Action Result
1 Invoke function Click on Create new test plan version in the Project overview window (see User Interface > Function Window > Project overview) . The New test plan version dialog window opens:
2 Specify test plan title Specify a name in the Test plan title field and the version status in the Version field.

Note Use the Description field so that the test plan can be identified more easily later on.
In the example, all specifications of the drawing are to be transferred to the test plan:
 .
3 Confirm information Then click on Create new test plan. The test plan is now displayed in the Project overview window ():


Import drawing

(Full functional description: Functions > Drawings > Import drawing)

Step Action Result
1 Invoke function In the project overview, click on the Add drawing sheet button next to the (already created) test plan to which you want to assign the drawing . The file manager of your operating system opens.
2 Select the drawing sheets and add Navigate to the storage location of the drawing sheets and load these (Double-click directory entry or select entry or mulitple entries and click on Open).

Note IGES files can only be loaded with a license for the additional module “IGES”.
The drawing sheets are displayed as entries in the Project overview window:


Stamp

(Full functional description: Functions > Characteristics > Automatic stamping; alternative function: Functions > Characteristics > Manually stamp)

Step Action Result
1 Open drawing sheet Open the drawing sheet that you would like to stamp. The drawing sheet is displayed in the drawing window.
2 Activate stamp tool Click on the Stamp tool button () in the Toolbar. If you now move the mouse pointer into the drawing window, it will be displayed as a stamp (). At the bottom left of the drawing window, the “Stamp with” dialog box appears:
3 Check/set start value for the numbering 1) Define the start value in the window Characteristic properties.

The number is assigned to the first characteristic in the test plan during stamping that is stored in the settings (see Customization > Settings > Stamp) as a start value, by default “1”. Each additional stamp receives a number incremented by the set increment. The counter will be at the lowest possible value if characteristics are already present in the test plan.
The counter for the numbering in the example is set as required at “1”:
2) In the “Stamp with” dialog box, define properties that should be taken into account when stamping:
- Prefix, Suffix
- Categorie
- Tag
2) The stamp properties are correctly selected.
4 Stamp There are three alternative sub-functions available for the actual stamping:
4a) Stamp a characteristic individually.
4b) Automatically recognize and stamp all characteristics in one area.
4c) Stamp a drawing entry, which is not recognized as interrelated, as a characteristic.
Note If you leave the category preselection on Automatic, the drawing entries are automatically evaluated according to which →categorie they are. The following are assigned accordingly: 1) Standard feature, 2) Control dimension (laterally rounded frame), 3) Theoretically exact dimension (rectangular frame), 4) Auxiliary dimension (round brackets) and 5) Raw dimension (square brackets). The prerequisites for the recognition of the frames are that they consist of straight lines (and semicircles) and are selected during stamping. If necessary, an area (step 4b) or a group shall be stamped (4c). For rectangular frames it also applies that this consists of a single polyline, but this restriction is currently being worked on.


Note  The recognition of the categories “Control dimension” and “Theoretically exact measurement” is possible from program version 1.3.10.2 onwards.
4a Stamp individual characteristic Move the mouse pointer () onto the characteristic and click with the left mouse button (single click). In the expample the size “□86” is stamped. After stamping, it received a stamp with the number “1” and appears as an entry in the characteristic overview:
4b Stamp area Move the mouse pointer () onto the drawing surface and select the desired area (see also User interface > Operation – Special features when selecting and choosing):
After stamping, all relevant characteristics of the area received a VDA stamp with numbers from “1” to “7” and appear as an entry in the characteristics overview:
4c Stamp group 1) Move the mouse pointer () onto the drawing surface. Press the control button on the keyboard and keep it held (The Stamp-with-window is extended by the query “stamp as group”). Select the drawing entry as an area (see also User interface > Operation– Special features when selecting and choosing).

In the example the drawing entry “geometric tolerance”, specified with a tolerance indicator (tolerance frame), ist going to be stamped:
1) The number of detected elements are displayed in the “Stamp as group” dialog for control purposes, it is ten in the example. These are the vector and text elements from which the drawing entry is built upon.
2) Confirm the dialog by clicking on Stamp. 2) The elements selected as a group have been recognized as a characteristic, stamped as such and taken over in the test plan:


Reposition stamps

(Full functional description: Functions > Characteristics > Reposition and align stamp)

Step Action Result
1 Activate selection or stamp tool Click on the Selection tool () or Stamp tool button () in the Toolbar.

Note It may of course be the case that when you use the stamp tool, you may accidentally stamp a characteristic. We therefore recommend using the selection tool.
If you now move the mouse pointer into the drawing window, it will be displayed as either a standard mouse pointer () or stamp () depending on your selection.
2 Move stamp or stamp reference point You can now
2a) Move stamp
2b) Move stamp reference point
2a Move stamp 1) Move the mouse pointer over the stamp that you wish to move and left-click it and keep the button pressed. 1) The stamp is now paired with the mouse pointer.
2) Use the mouse pointer to bring the stamp to the desired position. If approved for the type of stamp, it will always automatically align itself to the characteristic. 2) The new stamp position and alignment dependent on the mouse pointer position are displayed dynamically when being moved. The old stamp position also remains visible during the moving process.
3) Release the stamp when in the desired position and in the desired alignment. 3) The stamp is now positioned and aligned:
2b Move stamp reference point Moving the reference point works in the same way as moving the stamp position. Just press the Shift key on the keyboard before clicking on the stamp with the left mouse button.


Change numbering

(Full functional description: Functions > Characteristics > Change numbering)

Step Action Result
2 Set start value Enter the desired number in the field for the start value in the Characteristics list function window, which is to be assigned for the next characteristic to be numbered. The starting value is predetermined, for example “1”:
2 Numbering Three alternative functions are available for the numbering:
2a) Manually number
2b) Number clockwise
2c) Number in reading direction
2a Manually number 1) Click on the Manually number button () in the Characteristics overview function window. 1) The Manually stamp mode is now active.
2) Move the mouse pointer over the drawing surface and click on the stamp of the desired characteristic.:
2) The characteristic number has been changed:


The next free number is now displayed in the field for the start number.

Note If a number has already been assigned, the next free number is automatically selected.
3) You can now click on additional characteristics or leave the Manually number mode by clicking on the Selection tool button () in the toolbar or by pressing the ESC keyboard button. 3) If necessary, additional characteristics are re-numbered. The Manually number mode is now no longer active.
2b Number clockwise 1) Select the characteristics to be numbered, either by selection in the characteristics list or on the drawing sheet (see also User interface > Operation – Special features when selecting). 1) The desired characteristics are selected. The drawing view mentioned in step 1 is to be re-numbered consecutively in the example.
2) Click on the Number clockwise button () in the Characteristics overview function window. 2) The Stamp clockwise mode is now active.
3) Move the mouse pointer over the drawing surface (the pointer is now displayed as a positioning cursor ) and click the center point around which you wish to number:
3) The characteristic numbers have been re-numbered corresponding to their position relative to the center point:


The next free number is displayed in the field for the start number.

Note If a number has already been assigned, the next free number is always automatically selected.
2c Number in reading direction 1) Select the characteristics to be numbered, either by selection in the characteristics list or on the drawing sheet (see also User interface > Operation – Special features when selecting). 1) The desired characteristics are selected. The drawing view mentioned in step 1 is to be re-numbered consecutively in the example.
2) Click on the Number in reading direction button () in the Characteristics overview function window. 2) The characteristics are now numbered in the reading direction (from left to right and top to bottom):


The next free number is displayed in the field for the start number.

Note If a number has already been assigned, the next free number is always automatically selected.
2d Renumber by list position 1) Select the characteristics to be numbered, either by selection in the characteristics list or on the drawing sheet (see also User interface > Operation – Special features when selecting). 1) The desired characteristics are selected:
2) Click on the Renumber by list position button () in the Characteristics overview function window. 2) The characteristic numbers have been re-numbered corresponding to their position in the characteristic list:


The next free number is displayed in the field for the start number.

Note If a number has already been assigned, the next free number is always automatically selected.


Save project

(Full functional description: Functions > Projects > Save project)

Step Action Result
1 Invoke function Click on File and then Save project in the drop-down menu that opens.

Alternative procedure Click on the Save project button () or press CTRL + S.
The file explorer opens.
2 Select storage location and save project Navigate to the desired storage location for the project (the project title is already preselected as the file name, but can be freely modified) and click on Save. The project is saved.


Export drawing

(Full functional description: Functions > Export > Export drawing

Step Action Result
1 Select the drawing sheet Right-click on the drawing sheet that you would like to export in the Project overview window. Select the Export as PDF function in the context menu. The Export document as PDF dialog window opens:
2 Check export settings The export parameters and settings can be checked and changes made if necessary in the Export document as PDF dialog window. The export settings are correct.
3 Export drawing Click Export at the bottom of the dialog box. The drawing sheet has been exported and saved in the specified location.
JPG, PNG, BMP, TIF, GIF
1 Check export settings Make sure that the export format for drawings is set correctly. Open the “Settings” menu via Edit (menu bar) > Settings > Export. In the group “Drawing graphics” you can check the settings and change them if necessary.

See also Settings > Preferences > “Drawing graphic format” group group
The settings are as desired.
2 Select drawing sheets In the “Project overview” window, right-click on the test plan version whose drawing sheets you want to export as a graphic. In the context menu, select Export to multiple files > Drawing Graphic.

Note Up to program version 1.3.7.0 the context menu entry was Export as.
The “Browse Folder” dialog box opens.
3 Export drawing sheets Select the location in the directory tree and click OK. The drawing sheets have been exported.
SVG
1 Select drawing sheet In the Project Overview window, right-click on the drawing sheet you want to export. In the context menu, select the function Export as SVG. The dialog window “Export drawing sheet version as SVG” opens.
2 Export drawing sheet In the directory tree, select the location and click Export. The drawing sheets have been exported.


Export test plan

(Full functional description: Functions > Export > Export test plan)

Step Action Result
1 Select test plan In the Project overview, right-click on the test plan version you with to export and then place the cursor over the list entry Export as in the context menu that opens.
2 Export test plan … The test plan can now be …
2a) …exported in JSON format.
2b) … exported in ASCII transfer format.
2c) … exported in CSV format.
2d) … exported to an Excel file.
2a … in JSON format In the sub-menu of the context menu, click on Json. In the file manager window that opens, you can now save the file as usual in a location of your choice
2b … in ASCII transfer format 1) In the sub-menu of the context menu, click on ASCII transfer format. 1) The Export in ASCII transfer format dialogue window will open:
2) Here, you can enter data for the file header and then click on Export. 2) In the file manager window that opens, you can now save the file as usual in a location of your choice
2c … in CSV format In the sub-menu of the context menu, click on CSV. In the file manager window that opens, you can now save the file as usual in a location of your choice
2d … to an Excel file 1) In the sub-menu of the context menu, click on Excel.

Note Microsoft Excel must be installed on the computer to execute the export.
1) The Export to an Excel file dialogue window will open:
2) Here, you can now select the Excel template file and check the Open Excel box if you want Microsoft Excel to open once the export is complete. Then, click Export. 2) In the file manager window that opens, you can now save the file as usual in a location of your choice

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en/infra-convert/user/quick_guide.txt · Last modified: 2019/05/29 12:24 by me