"" at a glance 1 System requirements for installing "COMOS Snapshots" 2 COMOS Lifecycle Operating Manual Database management 3 Configuring "COMOS Snapshots" 4 Default settings for "COMOS Snapshots" 5 Starting "COMOS Snapshots" 6 Creating Snapshots 7 Using Snapshots 8 10/2015 A5E36172440-AA
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Table of contents 1 "" at a glance...5 2 System requirements for installing ""...7 3 Database management...9 4 Configuring ""...11 4.1 Configuring an SQL Server instance for the Snapshot database...11 4.2 Configuring an SQL Server instance for the Agent jobs...12 5 Default settings for ""...15 5.1 "SnapshotSettings.xml" file...15 5.2 Changing the user interface language of ""...15 5.3 Default setting for page size of Snapshots...16 5.4 Default setting for lifetime of Snapshots...16 5.5 Default settings for Agent jobs...17 6 Starting ""...19 7 Creating Snapshots...21 7.1 Creating Snapshots manually...21 7.2 Creating Snapshots automatically...22 8 Using Snapshots...25 8.1 Display of Snapshots...25 8.2 Displaying Snapshots structured in levels...25 8.3 Displaying Snapshots in the directory...26 8.4 Opening Snapshots...27 8.5 Sorting the Snapshots directory...28 8.6 Sorting contents of Snapshots...28 8.7 Filtering contents of Snapshots...29 8.8 Configuring columns...29 8.9 Navigating to the original query in COMOS...30 8.10 Editing row objects of Snapshots in COMOS...31 8.11 Navigating to individual objects in COMOS...31 Operating Manual, 10/2015, A5E36172440-AA 3
Table of contents 4 Operating Manual, 10/2015, A5E36172440-AA
"" at a glance 1 Aim "" opens in a separate window and stands out from COMOS due to its ease of use. "" gives you quick access to COMOS data. COMOS queries are used as templates for Snapshots. "" provides you with a map of COMOS queries that have been already created. To get a quick overview of your previously created Snapshots, start a separate EXE file. You do not need access to COMOS. Functions You can create Snapshots in the following ways: Manually The longer the COMOS query, the longer it takes to create the Snapshot. The execution time of a manual Snapshot generation can block the entire application in the same process. In this case there is an option that starts a separate process for the manual generation of Snapshots. Automatic When you create a Snapshot automatically, you determine the time at which the Snapshot is to be created. You can grant read rights for each Snapshot created. You can define a lifetime for each Snapshot to prevent building up a large amount of Snapshot data. If you configure the SQL Server instance for the Agent jobs, the Snapshots are automatically deleted when the jobs are completed. Navigate from a selected Snapshot to the original query in COMOS. Select a row object from a Snapshot and navigate to COMOS. Select several row objects from a Snapshot and edit these objects in COMOS. You can sort Snapshots using the table column. You can sort and filter row objects of Snapshots using the table column. Restrictions Hierarchical queries are not supported. You can create Snapshots of all COMOS queries. When a COMOS query contains objects other than COMOS objects, it is not possible to navigate to COMOS and edit such queries in COMOS. Operating Manual, 10/2015, A5E36172440-AA 5
"" at a glance The following applies to creating Snapshots: One Snapshot can be created per project query. One Snapshot can be created per query of a working layer. The Snapshot does not support different start objects or different read rights. 6 Operating Manual, 10/2015, A5E36172440-AA
System requirements for installing "COMOS Snapshots" 2 To install "", the following minimum system requirements must be met: Microsoft SQL Server 2012 Microsoft SQL Server 2008 R2 (for Agent jobs only) Microsoft.NET Framework 4.5 Windows 7 Microsoft.NET Framework 4.5 requires the Windows 7 operating system or higher From the Microsoft SQL Server 2012 SP1 Feature Pack: Microsoft SQL Server Shared Management Objects 2012 SP1 (SharedManagementObjects.msi) Microsoft System CLR Types for SQL Server 2012 SP1 (SQLSysClrTypes.msi) You can find additional information on Microsoft products on the Internet at Microsoft (http:// www.microsoft.com/en-us/download/details.aspx?id=29065). Operating Manual, 10/2015, A5E36172440-AA 7
System requirements for installing "" 8 Operating Manual, 10/2015, A5E36172440-AA
Database management 3 Overview SQL Server instances Use the two SQL Server instances: The first SQL Server instance for the Snapshot data. The second SQL Server instance for the Agent jobs. The administration and preparation of instances requires administration rights in the corresponding SQL Server instances. Creating a Snapshot database A database for the Snapshot data must be created in the SQL Server instance. Operating Manual, 10/2015, A5E36172440-AA 9
Database management Data storage in the SQL Server instance for the Snapshot database The following objects are created for the Snapshot database in the SQL Server instance: COMOS system tables s User logons Roles Data storage in the SQL Server instance for the Agent jobs The following objects are created for the Agent jobs in the SQL Server instance: User logons User logon information Proxies for the SQL Server Agent 10 Operating Manual, 10/2015, A5E36172440-AA
Configuring "" 4 4.1 Configuring an SQL Server instance for the Snapshot database Workflow To prepare the SQL Server instance with the Snapshot database, follow these steps: Step 1: Connect to the Snapshot database Step 2: Prepare database Step 3: Prepare data for use You are logged in as the SQL Server administrator. The Snapshot database has been created as database in an SQL Server instance. See section Database management (Page 9). "" was opened via the COMOS menu. See section Starting "COMOS Snapshots" (Page 19). 1. Select the category "Administration > SNAPSHOT DATABASE". 2. Fill in the fields in the "1. Connection to Snapshot database" area. 3. Click "Check connection". The test result is displayed. 4. Click "Next >". "< Back" or "Next >" buttons Use the "<Back" or "Next >" buttons to navigate between the individual steps. 5. Fill in the fields in the "2. Database preparation" area. If the logon with the entered name already exists, it will not be overwritten. This logon information can be changed on the SQL Server at any time. "SETTINGS" menu command You can store the information about the database connection in the "SETTTINGS" as default setting. 6. To prepare the database, click "Prepare". A note text is displayed. Operating Manual, 10/2015, A5E36172440-AA 11
Configuring "" 4.2 Configuring an SQL Server instance for the Agent jobs 7. Click "Next >". The "3. Data preparation" area is displayed. 8. To complete the configuration, click "Prepare". A note text is displayed. 4.2 Configuring an SQL Server instance for the Agent jobs Workflow To prepare the SQL Server instance for the Agent jobs, follow these steps: Step 1: Connect to the Agent instance Step 2: Connect to the Snapshot database Step 3: Select the users for Agent jobs Step 4: Create maintenance jobs under your user account You are logged in as the SQL Server administrator. The Snapshot database has been created as database in an SQL Server instance. See section Database management (Page 9). "" was opened via the COMOS menu. See section Starting "COMOS Snapshots" (Page 19). 1. Select the category "Administration > PROCESS SCHEDULER". 2. Fill in the fields in the "1. Connection to Agent instance" area. "SETTINGS" menu command You can store the information for the Agent in the "SETTTINGS". See also section Default settings for Agent jobs (Page 17). 3. Click "Check connection". The test result is displayed. 4. Click "Next >". "< Back" or "Next >" buttons Use the "<Back" or "Next >" buttons to navigate between the individual steps. 5. Fill in the fields in the "2. Connection to Snapshot database" area. See also section Configuring an SQL Server instance for the Snapshot database (Page 11). 12 Operating Manual, 10/2015, A5E36172440-AA
Configuring "" 4.2 Configuring an SQL Server instance for the Agent jobs 6. Click "Check connection". The test result is displayed. 7. Click "Next >". The area "3. Users for Agent jobs" is displayed. Synchronizing the user table with COMOS users To synchronize the user table with the COMOS users, click "Synchronize". 8. To authorize users for Agent jobs, select the required users from the list. 9. Enter the domain name in the field. 10.Click "Add/Remove". A note text is displayed. 11.Click "Next >". The "4. Maintenance jobs" area is displayed. Maintenance work for each COMOS database Maintenance work is performed for each COMOS database. This task can therefore only be carried out successfully in the COMOS application. 12.Enter your Windows password in the field and click "Confirm". A note text is displayed. 13.In order to determine the scheduling of the daily maintenance work, enter a value in the field. A 24-hour format is used. The field is divided into the following time units: Hours Minutes Seconds Connection information in the "Agent command" field The ODBC connection settings must match the COMOS database. See also section Default settings for Agent jobs (Page 17). You can find additional information on this topic in the "COMOS Platform Operation" manual, keyword "Reference for start parameters". Click "Assign job". A note text is displayed. Operating Manual, 10/2015, A5E36172440-AA 13
Configuring "" 4.2 Configuring an SQL Server instance for the Agent jobs 14 Operating Manual, 10/2015, A5E36172440-AA
Default settings for "" 5 5.1 "SnapshotSettings.xml" file The "SnapshotSettings.xml" file is located in the following directory: "<Installation directory> \config\snapshot". Depending on the operating system in which COMOS is installed, there is a possibility that the write permissions for the "SnapshotSettings.xml" file are restricted for the user. Contact the administrator who copied the "SnapshotSettings.xml" file to your computer to deal with this issue. You can change the settings for "" in the "SnapshotSettings.xml" file, for example, the user interface language. All settings can be found in the "" user interface under the "Settings" menu command. 5.2 Changing the user interface language of "" Overview When "" is installed, the default user interface language is "English". You can choose from the following languages: German English Snapshot appearance The user interface language of "COMOS Snapshot" does not depend on the content of the created Snapshot. The content of the Snapshot depends on the creation of the COMOS query. "" is open. See section Starting "" (Page 19). 1. Select the "SETTINGS" menu command. 2. Select the "GENERAL" area. 3. Select the required entry from the "Language" list. Operating Manual, 10/2015, A5E36172440-AA 15
Default settings for "" 5.4 Default setting for lifetime of Snapshots 4. Click "Save". 5. Start "" again. 5.3 Default setting for page size of Snapshots Introduction You can preset the number of rows per page. The maximum value is 1000 rows per page. Applies only to the contents of a Snapshot The default only applies to the contents of a Snapshot. The Snapshot directory is displayed as a one-page list. "" is open. See section Starting "" (Page 19). 1. Select the "SETTINGS" menu command. 2. Select the "GENERAL" area. 3. Enter the required value in the "Page size" field. 4. Click "Save". Result All future Snapshots get the default setting for the required row count per page. The following characteristics may change in the appearance of a Snapshot: The number of rows The number of pages 5.4 Default setting for lifetime of Snapshots Introduction You can set the default lifetime of Snapshots. The maximum lifetime is 365 days. 16 Operating Manual, 10/2015, A5E36172440-AA
Default settings for "" 5.5 Default settings for Agent jobs "" is open. See section Starting "" (Page 19). 1. Select the "SETTINGS" menu command. 2. Select the "General" area. 3. Enter the required value in the "Default lifetime of Snapshot" field. 4. Click the "Save" button. Result All future Snapshots get the default setting for the required lifetime. The default setting under the category "Preparation > CREATE / UPDATE" is applied in the following areas: "MANUALLY" "ON SCHEDULE" 5.5 Default settings for Agent jobs "" is open. See section Starting "" (Page 19). 1. Select the "SETTINGS" menu command. 2. Select the "SETTINGS FOR AGENT" area. 3. To preset the "Agent server name, enter the "Agent server name" in the field. The default setting is applied to the "1. Connection to Agent instance" area under the "Administration > PROCESS SCHEDULER" category. See also section Configuring an SQL Server instance for the Agent jobs (Page 12). The default setting is applied to the "ON SCHEDULE" area under the "Preparation > CREATE / UPDATE" category. See also section Creating Snapshots automatically (Page 22). Operating Manual, 10/2015, A5E36172440-AA 17
Default settings for "" 5.5 Default settings for Agent jobs 4. Optionally: To preset the Windows password for Agent jobs, enter the password in the "Current user: <current_user>" field. You only make this setting when you have not yet confirmed your password or your Windows logon information has changed. The default setting is applied to the "4. Maintenance jobs" area under the "Administration > PROCESS SCHEDULER" category. See also section Configuring an SQL Server instance for the Agent jobs (Page 12). 5. To preset the directory path for the "Comos.Snapshot.AgentJobs.exe" file, enter the directory path for the "Comos.Snapshot.AgentJobs.exe" file in the field from the point of view of the SQL Server Agent. Example: "C:\Comos\Bin\" The default setting is applied to the "4. Maintenance jobs" area under the "Administration > PROCESS SCHEDULER" category. See also section Configuring an SQL Server instance for the Agent jobs (Page 12). The default setting is applied to the "ON SCHEDULE" area under the "Preparation > CREATE / UPDATE" category. See also section Creating Snapshots automatically (Page 22). Directory path is empty If the field is empty, the installation path of COMOS is used. 18 Operating Manual, 10/2015, A5E36172440-AA
Starting "" 6 Overview The following options are available for starting "": From the BIN directory of the installation Via the COMOS menu is installed. Select one of the following options: Start the "Comos.Snapshot.App.exe" file from the BIN directory of the installation. Start "Comos.exe" file form the BIN directory of the installation and select the "Plugins > Basic > Snapshots" command in the menu bar. Result: "" opens in View mode. Result When you start from the BIN directory of the installation, COMOS Snapshots opens in View mode. If you have started via the COMOS menu, COM Snapshots opens in a separate window. See also "" at a glance (Page 5) Default settings for "" (Page 15) Creating Snapshots (Page 21) Using Snapshots (Page 25) Operating Manual, 10/2015, A5E36172440-AA 19
Starting "" 20 Operating Manual, 10/2015, A5E36172440-AA
Creating Snapshots 7 7.1 Creating Snapshots manually "" was opened via the COMOS menu. See section Starting "COMOS Snapshots" (Page 19). A project is open. You can find more information on this topic in the "COMOS Platform Operation" manual, keyword "Opening a project or the released area of a project". Objects have been created in the project. You can find more information on this topic in the "COMOS Platform Operation" manual, keyword "Creating engineering objects". A query has been created in the Navigator. You can find more information on this topic in the "COMOS Platform Operation" manual, keyword "Creating queries". 1. Select the category "Preparation > CREATE / UPDATE" in "". You will see the "MANUALLY" area. 2. Select the query in the Navigator of COMOS. 3. Drag&drop the query to the reference field. 4. Enter the required value in the "Lifetime for Snapshot" field. See also section Default setting for lifetime of Snapshots (Page 16). 5. To set the read rights for the created Snapshot, select one of the following entries from the "Type" list: Public: The Snapshot created can be read by any COMOS user. Private: The Snapshot created can only be read by the COMOS user who created the Snapshot. Local: The Snapshot created can only be read under the local COMOs installation and only by the COMOS user who has read rights for the query. Read rights for each Snapshot Read rights are not evaluated for individual row objects or cell objects. Operating Manual, 10/2015, A5E36172440-AA 21
Creating Snapshots 7.2 Creating Snapshots automatically 6. To start the Snapshot creation in a separate process, select the "Execute in separate process" option. the time required for the Snapshot creation The larger a query, the more time it takes to create a Snapshot. The processing time of the action in the same process causes a blocking of the application. To avoid this, select the "Execute in separate process" option. 7. Click "Create Snapshot". A note text is displayed. Result The Snapshot appears in the following categories: "Welcome > OVERVIEW" "Welcome > DIRECTORY" The original query in COMOS can be opened as a Snapshot. See also section Opening Snapshots (Page 27). See also "" at a glance (Page 5) 7.2 Creating Snapshots automatically "" was opened via the COMOS menu. See section Starting "COMOS Snapshots" (Page 19). You have the necessary rights for the Agent jobs at the SQL Server instance. A project is open. You can find more information on this topic in the "COMOS Platform Operation" manual, keyword "Opening a project or the released area of a project". Objects have been created in the project. You can find more information on this topic in the "COMOS Platform Operation" manual, keyword "Creating engineering objects". A query has been created in the Navigator. You can find more information on this topic in the "COMOS Platform Operation" manual, keyword "Creating queries". 1. Select the category "Preparation > CREATE / UPDATE" in "". 2. Select the "ON SCHEDULE" area. 3. Select the query in the Navigator of COMOS. 22 Operating Manual, 10/2015, A5E36172440-AA
Creating Snapshots 7.2 Creating Snapshots automatically 4. Drag&drop the query to the reference field. 5. Enter the required value in the "Lifetime for Snapshot" field. See also section Default setting for lifetime of Snapshots (Page 16). 6. To set the read rights for the created Snapshot, select one of the following entries from the "Type" list: Public: The Snapshot created can be read by any COMOS user. Private: The Snapshot created can only be read by the COMOS user who created the Snapshot. Local: The Snapshot created can only be read under the local COMOs installation and only by the COMOS user who has read rights for the query. Read rights for each Snapshot Read rights are not evaluated for individual row objects or cell objects. The read rights apply for the entire Snapshot. 7. Enter the server name in the field. See also section Default settings for Agent jobs (Page 17). 8. Enter a unique name for the Agent job in the "Agent job name" field. 9. To set automatic creation of Snapshots each day, select one of the following options: "Non-recurring at" A 24-hour format is used. The field is divided into the following time units: Hours, Minutes, Seconds. "All" Enter a value in the field. Select a time unit from the list. "Agent command" field The "Agent command" field is write-protected. Store the directory path in the "SETTINGS" menu command. See also section Default settings for Agent jobs (Page 17). 10.Click "Create Agent job". A note text is displayed. Result The Agent job is created in the SQL Server tool. Managing Agent jobs To manage Agent jobs, use the SQL Server tools. Operating Manual, 10/2015, A5E36172440-AA 23
Creating Snapshots 7.2 Creating Snapshots automatically As soon as the Agent job has been performed, the Snapshot is displayed in the following categories: "Welcome > OVERVIEW" "Welcome > DIRECTORY" The original query in COMOS can be opened as a Snapshot. See also section Opening Snapshots (Page 27). See also "" at a glance (Page 5) 24 Operating Manual, 10/2015, A5E36172440-AA
Using Snapshots 8 8.1 Display of Snapshots Overview The following options are available to display Snapshots: Structured in levels See section Displaying Snapshots structured in levels (Page 25). In the directory: See section Displaying Snapshots in the directory (Page 26). 8.2 Displaying Snapshots structured in levels "" is open. See section Starting "" (Page 19). A Snapshot has been created. See section Creating Snapshots manually (Page 21). 1. Select the category "Welcome > OVERVIEW" in "". On the first level, you can see the projects in which Snapshots have already been created. A rectangle contains the following information: Name Description Number of Snapshots already created in the project 2. Select the required project. On the second level, you can see the released area and all working layers from the selected project. A rectangle contains the following information: Name Description Number of Snapshots already created in the released area or in the working layer Operating Manual, 10/2015, A5E36172440-AA 25
Using Snapshots 8.3 Displaying Snapshots in the directory 3. Select the required released area or the required working layer. On the third level, you can see all query types from the released area or from the selected working layer. A rectangle contains the following information: Query type Number of Snapshots already created in the query type. 4. Select the required query type. Result You can see the Snapshot directory with all Snapshots of the required query type. The layout of the user interface is similar to the directory of Snapshots. See also section Displaying Snapshots in the directory (Page 26). 8.3 Displaying Snapshots in the directory "" is open. See section Starting "" (Page 19). A Snapshot has been created. See section Creating Snapshots manually (Page 21). Select the category "Welcome > DIRECTORY" in "". Result The Snapshot directory is displayed as a one-page list. You have the following options: Update the Snapshot directory. Sort the Snapshots using the table column. See also section Sorting the Snapshots directory (Page 28). Navigate from a selected Snapshot to the original query in COMOS. See also section Navigating to the original query in COMOS (Page 30). Open Snapshots. See also section Opening Snapshots (Page 27). 26 Operating Manual, 10/2015, A5E36172440-AA
Using Snapshots 8.4 Opening Snapshots 8.4 Opening Snapshots Snapshot appearance The content of the Snapshot depends on the creation of the COMOS query. When you open the Snapshot with a query in the Navigator: COMOS is open. See also section Starting "" (Page 19). A query has been created in the Navigator. You can find more information on this topic in the "COMOS Platform Operation" manual, keyword "Creating queries". A Snapshot was created of the query. See also section Creating Snapshots (Page 21). When you open the Snapshot via the directory: A Snapshot is listed in the Snapshot directory. See section Display of Snapshots (Page 25). Choose one of the following options: To open the Snapshot in COMOS with a query created in the Navigator, select the "Open (snapshot)" command in the context menu of the query. To open the Snapshot via the Snapshot directory, double-click the desired Snapshot in the Snapshot directory. Result If you have opened the Snapshot via the query, the "Snapshot for query" tab is opened in the working area of COMOS in the Snapshot representation. All row objects of the Snapshot are listed in a table. If you have opened the Snapshot via the Snapshot directory, all row objects of the Snapshot are listed in a table. Additional procedures You have the following options: Update the list of row objects. When the number of rows per page is reached, scroll between the pages. Sort the row objects using the table column. See also chapters Sorting contents of Snapshots (Page 28) and Filtering contents of Snapshots (Page 29). Operating Manual, 10/2015, A5E36172440-AA 27
Using Snapshots 8.6 Sorting contents of Snapshots Select and edit row objects in COMOS. See also section Editing row objects of Snapshots in COMOS (Page 31). Highlight a row object and navigate to COMOS. See also section Navigating to individual objects in COMOS (Page 31). See also Sorting contents of Snapshots (Page 28) 8.5 Sorting the Snapshots directory The Snapshot directory is open. See section Display of Snapshots (Page 25). 1. Click the required column header. The table is sorted in ascending order. 2. To sort the table in descending order, click in the same column header a second time. Multiple sorting factors If you want to sort multiple columns, keep the <Shift> key pressed and select the required columns. Result The selected column is displayed with a triangle highlighted in gray. 8.6 Sorting contents of Snapshots A Snapshot is open. 1. Click the required column header. The table is sorted in ascending order. 2. To sort the table in descending order, click in the same column header a second time. 28 Operating Manual, 10/2015, A5E36172440-AA
Using Snapshots 8.8 Configuring columns Multiple sorting factors If you want to sort multiple columns, keep the <Shift> key pressed and select the required columns. Result The selected column is displayed with a triangle highlighted in gray. The current page is sorted. 8.7 Filtering contents of Snapshots A Snapshot is open. 1. Click on the "<< not entered >>" list in the required column header. The list opens with all filter values of the column. 2. Select a filter value from the list. The filter value with the number of the filter value is displayed in the list in the column header. AND-gate An AND-gate is used to filter the columns. If you want to filter for other values in addition to filtering, select a value from the list of the required column that has already been filtered. Result The table is filtered according to the value. The representation of the number of rows is adapted to the filtered row objects. 8.8 Configuring columns A Snapshot is open. See section Opening Snapshots (Page 27). Operating Manual, 10/2015, A5E36172440-AA 29
Using Snapshots 8.9 Navigating to the original query in COMOS Changing the column width 1. Move the move between two column headers. The mouse pointer will change to a slider arrow. 2. Keep the mouse button pressed and move the mouse to the right or left. Changing the column order 1. Select a column. 2. Keep the left mouse button pressed and move a column header to the right or left. A blue bar indicates where the column is to be positioned. 8.9 Navigating to the original query in COMOS "" was opened via the COMOS menu. See section Starting "COMOS Snapshots" (Page 19). The Snapshot directory is open. See section Display of Snapshots (Page 25). The original query is located in the open COMOS project. 1. Select the required Snapshot in the directory. 2. Click the "Navigate" button. "Navigate" button is gray Open the COMOS project or the working layer containing the original query. Result The original query is selected in the Navigator. 30 Operating Manual, 10/2015, A5E36172440-AA
Using Snapshots 8.11 Navigating to individual objects in COMOS 8.10 Editing row objects of Snapshots in COMOS "" was opened via the COMOS menu. See section Starting "COMOS Snapshots" (Page 19). A Snapshot is open. See section Opening Snapshots (Page 27). The object is located in the open COMOS project. 1. Click the "mark" button. 2. Select the required objects in the table. 3. Click the "edit" button. "Navigate" button is gray Open the COMOS project or the working layer containing the object. The "" window is minimized. The "SnapshotData Edit" tab opens with the selected objects in the working area of COMOS. 4. To edit the data in COMOS, select a required cell. 5. Select the required command in the context menu. 8.11 Navigating to individual objects in COMOS "" was opened via the COMOS menu. See section Starting "COMOS Snapshots" (Page 19). A Snapshot is open. See section Opening Snapshots (Page 27). The object is located in the open COMOS project. 1. Select the required row object in the table. 2. Click the "Navigate" button. "Navigate" button is gray Open the COMOS project or the working layer containing the object. Operating Manual, 10/2015, A5E36172440-AA 31
Using Snapshots 8.11 Navigating to individual objects in COMOS Result The object is selected in the Navigator. 32 Operating Manual, 10/2015, A5E36172440-AA