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Fixed some typos and grammar issues in documentation
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@ -7,8 +7,8 @@ parent: Usage
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# Backup and Restore Data
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When working productively you should back up the data and configuration of Part-DB regularly to prevent data loss. This
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is also useful, if you want to migrate your Part-DB instance from one server to another. In that case you just have to
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back up the data on server 1, move the backup to server 2, install Part-DB on server 2 and restore the backup.
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is also useful if you want to migrate your Part-DB instance from one server to another. In that case, you just have to
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back up the data on server 1, move the backup to server 2, install Part-DB on server 2, and restore the backup.
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## Backup (automatic / Part-DB supported)
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@ -23,11 +23,11 @@ To back up all possible data, run the following
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command: `php bin/console partdb:backup --full /path/to/backup/partdb_backup.zip`.
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It is possible to do only partial backups (config, attachments, or database). See `php bin/console partdb:backup --help`
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for more infos about these options.
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for more info about these options.
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## Backup (manual)
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There are 3 parts which have to be backup-ed: The configuration files, which contains the instance specific options, the
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3 parts have to be backup-ed: The configuration files, which contain the instance-specific options, the
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uploaded files of attachments, and the database containing the most data of Part-DB.
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Everything else like thumbnails and cache files, are recreated automatically when needed.
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@ -42,7 +42,7 @@ You have to recursively copy the `uploads/` folder and the `public/media` folder
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### Database
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#### Sqlite
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#### SQLite
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If you are using sqlite, it is sufficient to just copy your `app.db` from your database location (normally `var/app.db`)
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to your backup location.
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@ -55,8 +55,8 @@ interface (`mysqldump -uBACKUP -pPASSWORD DATABASE`)
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## Restore
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Install Part-DB as usual as described in the installation section, except the database creation / migration part. You
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have to use the same database type (sqlite or mysql) as on the back-up server instance.
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Install Part-DB as usual as described in the installation section, except for the database creation/migration part. You
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have to use the same database type (SQLite or MySQL) as on the backuped server instance.
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### Restore configuration
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@ -69,7 +69,7 @@ Copy the `uploads/` and the `public/media/` folder from your backup into your ne
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### Restore database
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#### Sqlite
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#### SQLite
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Copy the backup-ed `app.db` into the database folder normally `var/app.db` in Part-DB root folder.
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@ -65,11 +65,11 @@ you need to define at least a symbol, footprint, reference prefix, or value on a
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You can use the "Force visibility" checkbox on a part or category to override this behavior and force parts to be visible or hidden in KiCad.
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*Please note that KiCad caches the library categories. So if you change something, which would change the visibile categories in KiCad, you have to reload EEschema to see the changes.*
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*Please note that KiCad caches the library categories. So if you change something, which would change the visible categories in KiCad, you have to reload EEschema to see the changes.*
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### Category depth in KiCad
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For performance reasons, only the mmost top-level categories of Part-DB are shown as categories in KiCad. All parts in the subcategories are shown in the top-level category.
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For performance reasons, only the most top-level categories of Part-DB are shown as categories in KiCad. All parts in the subcategories are shown in the top-level category.
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You can configure the depth of the categories shown in KiCad, via the `EDA_KICAD_CATEGORY_DEPTH` env option. The default value is 0, which means only the top-level categories are shown.
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To show more levels of categories, you can set this value to a higher number.
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@ -18,22 +18,22 @@ Before you start creating data structures, you should configure Part-DB to your
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options.
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This is done either via changing the `.env.local` file in a direct installation or by changing the env variables in
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your `docker-compose.yaml` file.
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A list of possible configuration options, can be found [here]({% link configuration.md %}).
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A list of possible configuration options can be found [here]({% link configuration.md %}).
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## Change password, Set up Two-Factor-Authentication & Customize User settings
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If you have not already done, you should change your user password. You can do this in the user settings (available in
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the navigation bar drop down with the user symbol).
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If you have not already done so, you should change your user password. You can do this in the user settings (available in
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the navigation bar drop-down with the user symbol).
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There you can also find the option, to set up Two-Factor Authentication methods like Google Authenticator. Using this is
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highly recommended (especially if you have admin permissions) to increase the security of your account. (Two-Factor
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Authentication even can be enforced for all members of a user group)
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highly recommended (especially if you have admin permissions) to increase the security of your account. (Two-factor authentication
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even can be enforced for all members of a user group)
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In the user settings panel you can change account infos like your username, your first and last name (which will be
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shown alongside your username to identify you better), department information and your email address. The email address
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is used to send password reset mails, if your system is configured to use this.
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In the user settings panel, you can change account info like your username, your first and last name (which will be
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shown alongside your username to identify you better), department information, and your email address. The email address
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is used to send password reset mails if your system is configured to use this.
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@ -46,7 +46,7 @@ used.
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The banner which is shown on the homepage, can be customized/changed by changing the `config/banner.md` file with a text
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editor. You can use markdown and (safe) HTML here, to style and customize the banner.
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You can even use Latex style equations by wrapping the expressions into `$` (like `$E=mc^2$`, which is rendered inline:
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You can even use LaTeX-style equations by wrapping the expressions into `$` (like `$E=mc^2$`, which is rendered inline:
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$E=mc^2$) or `$$` (like `$$E=mc^2$$`) which will be rendered as a block, like so: $$E=mc^2$$
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## Create groups, users and customize permissions
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@ -55,14 +55,14 @@ $E=mc^2$) or `$$` (like `$$E=mc^2$$`) which will be rendered as a block, like so
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When logged in as administrator, you can open the users menu in the `Tools` section of the sidebar
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under `System -> Users`.
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At this page you can create new users, change their passwords and settings and change their permissions.
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For each user which should use Part-DB you should set up an own account, so that tracking of what user did what works
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On this page you can create new users, change their passwords and settings, and change their permissions.
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For each user who should use Part-DB you should set up their own account so that tracking of what user did works
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properly.
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You should check the permissions for every user and ensure that they are in the intended way, and no user has more
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permissions than he needs.
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For each capability you can choose between allow, forbid and inherit. In the last case, the permission is determined by
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For each capability, you can choose between allow, forbid, and inherit. In the last case, the permission is determined by
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the group a user has (if no group is chosen, it equals forbid)
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@ -75,35 +75,34 @@ to restrict the permissions.
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### Groups
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If you have many users which should share the same permissions, it is useful to define the permissions using user
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If you have many users who should share the same permissions, it is useful to define the permissions using user
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groups, which you can create and edit in the `System -> Groups` menu.
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By default 3 groups are defined:
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By default, 3 groups are defined:
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* `readonly` which users only have read permissions (like viewing, searching parts, attachments, etc.)
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* `users` which users also have rights to edit/delete/create elements
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* `admin` which users can do administrative operations (like creating new users, show global system log, etc.)
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* `admin` which users can do administrative operations (like creating new users, showing global system log, etc.)
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Users only use the setting of a capability from a group, if the user has a group associated and the capability on the
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user is set to `inherit` (which is the default if creating a new user). You can override the permissions settings of a
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group per user by explicitly settings the permission at the user.
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group per user by explicitly setting the permission of the user.
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Groups are organized as trees, meaning a group can have parent and child permissions and child groups can inherit
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permissions from their parents.
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To inherit the permissions from a parent group set the capability to inherit, otherwise set it explicitly to override
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To inherit the permissions from a parent group set the capability to inherit, otherwise, set it explicitly to override
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the parents' permission.
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## Create Attachment types
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Every attachment (that is a file associated with a part, data structure, etc.) must have an attachment type. They can
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be used to group attachments logically, like differentiating between datasheets, pictures and other documents.
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be used to group attachments logically, like differentiating between datasheets, pictures, and other documents.
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You can create/edit attachment types in the tools sidebar under "Edit -> Attachment types":
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Depending on your use case different entries here make sense. For part management the following (additional) entries
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maybe make sense:
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Depending on your use case different entries here make sense. For part management the following (additional) entries may make sense:
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* Datasheets (restricted to pdfs, Allowed filetypes: `application/pdf`)
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* Pictures (for generic pictures of components, storage locations, etc., Allowed filetypes: `image/*`
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For every attachment type a list of allowed file types, which can be uploaded to an attachment with this attachment
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type, can be defined. You can either pass a list of allowed file extensions (e.g. `.pdf, .zip, .docx`) and/or a list
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of [Mime Types](https://en.wikipedia.org/wiki/Media_type) (e.g. `application/pdf, image/jpeg`) or a combination of both
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here. To allow all browser supported images, you can use `image/*` wildcard here.
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here. To allow all browser-supported images, you can use `image/*` wildcard here.
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## (Optional) Create Currencies
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If you want to save price information for parts in a currency different to your global currency (by default Euro), you
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If you want to save price information for parts in a currency different from your global currency (by default Euro), you
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have to define the additional currencies you want to use under `Edit -> Currencies`:
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You create a new currency, name it however you want (it is recommended to use the official name of the currency) and
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select the currency ISO code from the list and save it. The currency symbol is determined automatically from chose ISO
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You create a new currency, name it however you want (it is recommended to use the official name of the currency),
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select the currency ISO code from the list, and save it. The currency symbol is determined automatically from the chosen ISO
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code.
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You can define an exchange rate in terms of your base currency (e.g. how many euros is one unit of your currency worth)
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to convert the currencies values in your preferred display currency automatically.
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to convert the currency values in your preferred display currency automatically.
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## (Optional) Create Measurement Units
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By default, Part-DB assumes that the parts in inventory can be counted by individual indivisible pieces, like LEDs in a
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box or books in a shelf.
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box or books on a shelf.
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However, if you want to manage things, that are divisible and the stock is described by a physical quantity, like
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length for cables, or volumina of a liquid, you have to define additional measurement units.
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length for cables, or volumes of a liquid, you have to define additional measurement units.
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This is possible under `Edit -> Measurement Units`:
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You can give the measurement unit a name and an optional unit symbol (like `m` for meters) which is shown when
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quantities in this unit are displayed. The option `Use SI prefix` is useful for almost all physical quantities, as big
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and small numbers are automatically formatted with SI-prefixes (like 1.5kg instead 1500 grams).
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and small numbers are automatically formatted with SI prefixes (like 1.5kg instead 1500 grams).
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The measurement unit can be selected for each part individually, by setting the option in the advanced tab of a part`s
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edit menu.
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@ -157,16 +156,16 @@ Every part has to be assigned to a category, so you should create at least one c
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## (Optional) Create Footprints
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Footprints are used to describe the physical shape of a part, like a resistor or a capacitor.
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They can be used to group parts by their physical shape and to find parts with in the same package.
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They can be used to group parts by their physical shape and to find parts within the same package.
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You can create/edit footprints in the tools sidebar under "Edit -> Footprints".
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It is useful to create footprints for the most common packages, like SMD resistors, capacitors, etc. to make it easier
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to find parts with the same footprint.
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You should create these as a tree structure, so that you can group footprints by their type.
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You should create these as a tree structure so that you can group footprints by their type.
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See [Concepts]({% link concepts.md %}) for an example tree structure.
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You can define attachments here which are associated with the footprint. The attachment set as preview image, will be
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You can define attachments here which are associated with the footprint. The attachment set as the preview image, will be
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used whenever a visual representation of the footprint is needed (e.g. in the part list).
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For many common footprints, you can use the built-in footprints, which can be found in the "Builtin footprint image
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@ -7,7 +7,7 @@ parent: Usage
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# Import & Export data
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Part-DB offers the possibility to import existing data (parts, datastructures, etc.) from existing data sources into
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Part-DB offers the possibility to import existing data (parts, data structures, etc.) from existing data sources into
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Part-DB. Data can also be exported from Part-DB into various formats.
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## Import
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> You will not be able to check the data before it is written to the database, so you should review the data before
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> using the import tool.
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You can upload the file which should be imported here and choose various options on how the data should be treated:
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You can upload the file that should be imported here and choose various options on how the data should be treated:
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* **Format**: By default "auto" is selected here and Part-DB will try to detect the format of the file automatically
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based on its file extension. If you want to force a specific format or Part-DB can not auto-detect the format, you can
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select it here.
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* **CSV delimiter**: If you upload an CSV file, you can select the delimiter character which is used to separate the
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columns in the CSV file. Depending on the CSV file, this might be a comma (`,`), semicolon (`;`).
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* **CSV delimiter**: If you upload a CSV file, you can select the delimiter character which is used to separate the
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columns in the CSV file. Depending on the CSV file, this might be a comma (`,`) or semicolon (`;`).
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* **Category override**: You can select (or create) a category here, to which all imported parts should be assigned, no
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matter what was specified in the import file. This can be useful if you want to assign all imports to a certain
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category or if no category is specified in the data. If you leave this field empty, the category will be determined by
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the import file (or the export will error, if no category is specified).
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* **Mark all imported parts as "Needs review"**: If this is selected, all imported parts will be marked as "Needs
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review" after the import. This can be useful if you want to review all imported parts before using them.
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* **Create unknown datastructures**: If this is selected Part-DB will create new datastructures (like categories,
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manufacturers, etc.) if no datastructure(s) with the same name and path already exists. If this is not selected, only
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existing datastructures will be used and if no matching datastrucure is found, the imported parts field will be empty.
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* **Path delimiter**: Part-DB allows you to create/select nested datastructures (like categories, manufacturers, etc.)
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* **Create unknown data structures**: If this is selected Part-DB will create new data structures (like categories,
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manufacturers, etc.) if no data structure(s) with the same name and path already exists. If this is not selected, only
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existing data structures will be used and if no matching data strucure is found, the imported parts field will be empty.
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* **Path delimiter**: Part-DB allows you to create/select nested data structures (like categories, manufacturers, etc.)
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by using a path (e.g. `Category 1->Category 1.1`, which will select/create the `Category 1.1` whose parent
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is `Category 1`). This path is separated by the path delimiter. If you want to use a different path delimiter than the
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default one (which is `>`), you can select it here.
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is not selected, the import will continue for the other parts and only the invalid parts will be skipped.
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After you have selected the options, you can start the import by clicking the "Import" button. When the import is
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finished, you will see the results of the import in the lower half of the page. You find a table with the imported
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finished, you will see the results of the import in the lower half of the page. You can find a table with the imported
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parts (including links to them) there.
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#### Fields description
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* **`manufacturing_status`**: The manufacturing status of the part, must be one of the following
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values: `announced`, `active`, `nrfnd`, `eol`, `discontinued` or left empty.
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* **`needs_review`** or **`needs_review`**: If this is set to `1`, the part will be marked as "needs review".
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* **`tags`**: A comma separated list of tags for the part.
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* **`tags`**: A comma-separated list of tags for the part.
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* **`mass`**: The mass of the part in grams.
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* **`ipn`**: The IPN (Item Part Number) of the part.
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* **`minamount`**: The minimum amount of the part which should be in stock.
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* **`partUnit`**: The measurement unit of the part to use. Can be a path similar to the category field.
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With the following fields you can specify storage locations and amount / quantity in stock of the part. An PartLot will
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be created automatically from the data and assigned to the part. The following fields are helpers for an easy import for
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With the following fields, you can specify storage locations and amount/quantity in stock of the part. A PartLot will
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be created automatically from the data and assigned to the part. The following fields are helpers for an easy import of
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parts at one storage location. If you need to create a Part with multiple PartLots you have to use JSON format (or CSV)
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with nested objects:
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|
@ -99,7 +99,7 @@ field.
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**`amount`**, **`quantity`** or **`instock`**: The amount of the part in stock. If this value is not set, the part lot
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will be marked with "unknown amount"
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The following fields can be used to specify the supplier/distributor, supplier product number and the price of the part.
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The following fields can be used to specify the supplier/distributor, supplier product number, and the price of the part.
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This is only possible for a single supplier/distributor and price with these fields. If you need to specify multiple
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suppliers/distributors or prices, you have to use JSON format (or CSV) with nested objects.
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**Please note that the supplier fields is required, if you want to import prices or supplier product numbers**. If the
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@ -125,31 +125,31 @@ give the user any additional information.
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You can export data structures (like categories, manufacturers, etc.) in the respective edit page (e.g. Tools Panel ->
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Edit -> Category).
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If you select a certain datastructure from your list, you can export it (and optionally all sub-datastructures) in the "
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If you select a certain data structure from your list, you can export it (and optionally all sub data structures) in the "
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Export" tab.
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If you want to export all datastructures of a certain type (e.g. all categories in your database), you can select the "
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If you want to export all data structures of a certain type (e.g. all categories in your database), you can select the "
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Export all" function in the "Import / Export" tab of the "new element" page.
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You can select between the following export formats:
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* **CSV** (Comma Separated Values): A semicolon separated list of values, where every line represents an element. This
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* **CSV** (Comma Separated Values): A semicolon-separated list of values, where every line represents an element. This
|
||||
format can be imported into Excel or LibreOffice Calc and is easy to work with. However, it does not support nested
|
||||
datastructures or sub data (like parameters, attachments, etc.), very well (many columns are generated, as every
|
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possible sub data is exported as a separate column).
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data structures or sub data (like parameters, attachments, etc.), very well (many columns are generated, as every
|
||||
possible sub-data is exported as a separate column).
|
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* **JSON** (JavaScript Object Notation): A text-based format, which is easy to work with programming languages. It
|
||||
supports nested datastructures and sub data (like parameters, attachments, etc.) very well. However, it is not easy to
|
||||
work with in Excel or LibreOffice Calc and you maybe need to write some code to work with the exported data
|
||||
supports nested data structures and sub-data (like parameters, attachments, etc.) very well. However, it is not easy to
|
||||
work with in Excel or LibreOffice Calc and you may need to write some code to work with the exported data
|
||||
efficiently.
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* **YAML** (Yet another Markup Language): Very similar to JSON
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* **XML** (Extensible Markup Language): Good support with nested datastructures. Similar use case as JSON and YAML.
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||||
* **YAML** (Yet Another Markup Language): Very similar to JSON
|
||||
* **XML** (Extensible Markup Language): Good support with nested data structures. Similar use cases as JSON and YAML.
|
||||
|
||||
Also, you can select between the following export levels:
|
||||
|
||||
* **Simple**: This will only export very basic information about the name (like the name, or description for parts)
|
||||
* **Extended**: This will export all commonly used information about this datastructure (like notes, options, etc.)
|
||||
* **Full**: This will export all available information about this datastructure (like all parameters, attachments)
|
||||
* **Extended**: This will export all commonly used information about this data structure (like notes, options, etc.)
|
||||
* **Full**: This will export all available information about this data structure (like all parameters, attachments)
|
||||
|
||||
Please note that the level will also be applied to all sub data or children elements. So if you select "Full" for a
|
||||
Please note that the level will also be applied to all sub-data or children elements. So if you select "Full" for a
|
||||
part, all the associated categories, manufacturers, footprints, etc. will also be exported with all available
|
||||
information, this can lead to very large export files.
|
||||
|
||||
|
@ -158,4 +158,4 @@ information, this can lead to very large export files.
|
|||
You can export parts in all part tables. Select the parts you want via the checkbox in the table line and select the
|
||||
export format and level in the appearing menu.
|
||||
|
||||
See the section about exporting datastructures for more information about the export formats and levels.
|
||||
See the section about exporting data structures for more information about the export formats and levels.
|
Loading…
Add table
Add a link
Reference in a new issue