Go to primary content
Agile Product Lifecycle Management Administrator Guide
Release 9.3.3
E39286-04
Next
Contents
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Documents
Conventions
1
Introduction
1.1
Welcome to Agile PLM Administrator
1.1.1
How to Find Documentation for Agile PLM
1.2
Documentation for the PLM Administrator
1.2.1
Agile Configuration Propagation (ACP) Guide
1.2.2
Recipe & Material Workspace Administrator Guide
1.2.3
Getting Started with Agile PLM
1.2.4
PLM Solution-Specific User Guides
1.3
Agile Product Lifecycle Management Solutions
1.4
What's New in Administrator
1.4.1
Features and Enhancements added in Rel. 9.3.3
1.4.2
Features and Enhancements added in Rel. 9.3.2
1.4.3
Features and Enhancements added in Rel. 9.3.1
1.4.4
Features and Enhancements added in Rel. 9.3
1.4.5
Installation Test Notice
2
Getting Started in Administrator
2.1
Overview
2.2
Logging in to Agile Clients as an Administrator
2.3
Creating New Administrator Users
2.4
Dates and Times in Agile PLM
2.4.1
Example
2.5
Administrator User Interfaces
2.5.1
Filtering Data in Java Client
2.5.2
Administrator Nodes in Java Client
2.5.2.1
Administrative Capabilities
2.5.2.2
Guidelines for Implementing Agile PLM
2.5.2.3
Example Nodes in Java Client
2.5.3
Administration in Web Client
2.6
Agile PLM Variables
2.6.1
Default Value Variables
2.6.1.1
$CURRENTREV Criteria Logic
2.6.2
Privilege Mask Criteria Variables
2.6.3
Workflow Assignment and Status Type Variables
2.6.4
Routing Manager Variables
3
Administrator Functions in Web Client
3.1
Overview to Administrator in Web Client
3.2
Configuring the Dashboard
3.3
Tab Display Configuration
3.4
Visual Themes
3.4.1
Selecting Theme Options
3.4.1.1
Branding Logo
3.4.1.2
Icon Motif
3.4.1.3
Color Palette
3.4.1.4
Replacing the Oracle Logo
3.4.2
Modifying Style Schemes
3.4.2.1
Specifying Colors in Hexadecimal Format
3.5
Report Templates
3.5.1
Manage Report Template (AppliedTo Choice)
3.5.2
Dynamic and Static Templates
3.5.3
Creating Report Templates
3.5.4
Reports Unsupported by BI Publisher
3.6
Logging Configuration
3.7
Cache Health Monitor
3.7.1
How the Cache Health Monitor Works
3.7.1.1
Buttons on Cache Health Monitor Page
3.7.2
Automatic Synchronization using Java Client Administrator
3.7.3
Logging and Debugging Errors
3.8
Deleting Objects in Agile
4
Administrator Functions in Java Client
4.1
API Name
4.1.1
API Name field in Java Client
4.2
Administrator Reports
4.3
Utilities on Admin Toolbar
4.3.1
Sending Email to Users
4.3.2
Global Replace
4.3.2.1
Global Replace Properties
4.4
History Tracking
4.4.1
Object History and Administrative Object History
4.4.2
Administrator History
4.4.2.1
Purging Administrator History
4.4.3
History of Deleted Objects
4.4.4
Deleting Objects in Agile
4.5
Administrator Import and Export
4.5.1
Encoding Types
4.5.2
Administrator Export
4.5.3
Administrator Import
4.6
Process Extensions Library
4.7
Multiple Language Support
4.7.1
Administrator Data that is Supported for Multi-Language Capability
4.7.1.1
Supported Administrator Nodes
4.7.1.2
Data Settings
4.7.1.3
Workflow Settings
4.7.1.4
User Settings
4.7.1.5
System Settings
4.7.1.6
Supported Predefined System Objects
4.7.2
Administrator Data that is Not Supported for Multi-Language Capability
4.7.3
Configuring a System for Multi-Languages
5
Classes
5.1
Configuring Business Objects with Agile PLM Classes
5.2
Agile PLM Class Structure
5.2.1
Routable and Nonroutable Objects
5.2.2
Object Types in Agile PLM
5.2.3
Viewing Agile PLM Classes
5.3
Agile PLM's Installed Routable Object Types
5.4
Agile PLM's Installed Nonroutable Object Types
5.4.1
Disabling Object Types
5.5
Customizing Lifecycle Phases
5.5.1
Modifying a Lifecycle Phase
5.5.2
Adding a Lifecycle Phase
5.5.3
Removing a Lifecycle Phase
5.6
Configuring Subclasses
5.6.1
Before You Begin
5.6.2
Viewing Subclass Properties
5.6.3
Changing the AutoNumber Source Property
5.6.4
Preventing Manual Number Assignment
5.6.5
Changing a Subclass Name or Description
5.6.6
Changing the Site-Specific BOM Property
5.6.7
Creating a New Subclass
5.6.8
Deleting a Subclass
5.7
Configuring Tabs
5.7.1
About Page Two Tabs
5.7.2
About Page Three Tabs
5.7.3
Showing, Hiding, or Renaming a Tab
5.8
Modifying the Format of Tabs
5.8.1
Modifying Attribute Order on a Form Tab, Single Column
5.8.1.1
Multi-Column Layout on a Web Client Form Tab
5.8.1.2
Attribute Input Width Setting
5.8.1.3
Two-Column Attribute Order
5.8.1.4
Thumbnails on Two-Column Form Tabs
5.8.2
Modifying Attribute Order on a Table Tab
5.8.3
Designing a Page Two or Page Three Tab
5.8.3.1
About the Page Two Create User Attribute
5.8.4
Guidelines for Designing Page Two and Page Three Tabs
5.8.4.1
Preparing Page Two or Page Three Attributes
5.8.4.2
Before You Begin
5.8.4.3
Stage II: Setting Up the Tab
5.8.4.4
Field Tab Order
5.8.4.5
Using Heading Attributes
5.8.4.6
Removing a Page Two or Page Three Tab
5.9
About Attributes, Flex Fields, and Read-Through Fields
5.9.1
User-Defined Flex Fields
5.9.1.1
Where user-defined flex fields are fully supported:
5.9.1.2
Where user-defined flex fields are partially supported:
5.9.1.3
Where User-Defined Flex Fields cannot be Used
5.9.2
Read-Through Fields
5.9.2.1
Read-Through Fields Made Consistent in Items and Changes
5.9.2.2
Read-Through Fields on the BOM and Manufacturers Tabs
5.10
Defining Attributes
5.10.1
Recognizing Attribute Types
5.10.2
Defining Attribute Properties
5.10.2.1
An Exception involving Required Fields in Object Modification
5.10.2.2
Image Attributes
5.11
Configuring Attributes
5.11.1
Modifying Attributes
5.11.2
Matching the Properties of Attributes Common to Several Tabs
5.11.3
Setting Default Values
5.11.4
Showing or Hiding an Attribute on a Tab
5.11.5
Editing a Field Label or Table Column Name
5.12
Using Custom Icons for Subclasses
5.13
Smart URL Quick Access to Objects, Files, and Searches
6
Character Sets
6.1
Available Character Sets
6.2
Creating a Character Set
6.3
Modifying a Character Set
7
Lists
7.1
Overview
7.2
Routing Manager Lists
7.2.1
Creating Custom Lists and Adding to Lists
7.3
More Kinds of Lists
7.3.1
Simple Lists
7.3.2
Cascade Lists
7.3.3
Dynamic Lists
7.3.3.1
Criteria Association to Dynamic Lists
7.4
Configuring Lists
7.4.1
Setting Default Values for Lists
7.4.1.1
Display Type for Lists in Web Client
7.4.2
Failure Mode Lists
7.5
Creating Cascade Lists
8
Process Extensions
8.1
Overview to Process Extensions
8.2
Using the Process Extension Library
8.3
Assigning Process Extensions to Classes
8.4
Assigning Process Extensions to Workflow Statuses
9
AutoNumbers
9.1
How AutoNumbers Are Used
9.1.1
Modifying an AutoNumber Source
9.2
About AutoNumber Sources
9.3
Configuring AutoNumber Sources
9.3.1
Changing an AutoNumber's Prefix or Suffix
9.3.2
Changing Where an AutoNumber Source Is Used
9.3.3
Custom AutoNumbers
9.3.4
Timeout
9.4
Creating a New AutoNumber Source
9.4.1
Before You Begin
9.5
Deleting an AutoNumber Source
10
Criteria
10.1
About Reusable Criteria
10.2
Exploring Reusable Criteria
10.2.1
Viewing Reusable Criteria
10.2.2
Criteria Windows and Tabs
10.3
Creating a New Criteria
10.4
Modifying an Existing Reusable Criteria
10.5
Using Affected Items Tab Fields in Reusable Criteria
10.5.1
How Changes Are Matched When Reusable Criteria Specify Affected Items Tab Fields
10.5.2
Difference Between "Item" and "Part" in Affected Items Names
10.5.3
More about Affected Items: Adding Approvers, Acknowledgers, and Observers
10.6
Using $CURRENTREV and $LATESTREV in Criteria for Items
10.6.1
About TitleBlock.Rev
10.6.2
Rules for Using the $CURRENTREV Variable
10.6.3
Rules for Using the $LATESTREV Variable
10.6.4
Item Relationship Creation Using $CURRENTREV and $LATESTREV Criteria
10.7
Using File Folder Attributes in Reusable Criteria
11
Workflows
11.1
How Workflows Automate the Change Control Process
11.1.1
Modifying a Workflow
11.2
Workflow Basics
11.2.1
Routing Managers
11.2.2
Other Workflow Basics
11.2.3
Keep It Simple!
11.3
Default Status-Based Workflows
11.4
Status Types Defined
11.5
Creating New Workflows with Save As
11.6
General Workflow Properties
11.6.1
General Information Tab
11.6.2
About Workflow Name
11.6.3
Workflow Criteria Matching Type
11.6.4
Status Criteria Matching Type
11.7
Creating and Using Custom Workflows
11.7.1
Before You Begin
11.7.2
Custom Workflow Example
11.7.3
Guidelines for Creating Workflows
11.7.4
Creating a New Workflow
11.7.5
When a New Workflow is Enabled
11.7.6
Routing to a User Group
11.8
Status Properties Defined
11.8.1
If No Criteria Apply At Exit, Notify
11.8.2
Manual Valid Next Status
11.8.2.1
Save Routing Slip Content when Advancing Change
11.8.2.2
Send Workflow Status Comments and Notifications to all Previous and Current CCB Members
11.8.3
AutoPromote
11.8.4
If AutoPromote Fails, Notify
11.8.4.1
Ability to Fail AutoPromote More than Once within same Change Status
11.8.5
Ad-Hoc Reviewers
11.8.6
If Rejected, Set Status To
11.8.7
If Rejected, Notify
11.8.8
Reminder Period
11.8.9
Review Escalation Period
11.8.9.1
Designated Escalation Person
11.8.10
Comments for Approval
11.8.11
Comments for Rejection
11.8.12
Comments for Acknowledgement
11.8.13
Dual Identification Required
11.8.14
Password Required
11.9
Criteria-Specific Properties Defined
11.9.1
Approvers, Observers, and Acknowledgers
11.9.2
Group Signoff Expansion
11.9.3
Criteria Usage
11.9.4
Default Change Analyst / Component Engineer
11.9.5
Notify Upon Entry
11.9.6
Pass Release Audit
11.9.6.1
Two Levels of Audit
11.9.6.2
Status Audit, or Audit Current Status for Conditions to Advance
11.9.6.3
Release Audit, or Audit Current Status for Conditions to Release
11.9.7
Entry Required and Exit Required Fields
11.10
Workflow Functionality Testing
11.10.1
Areas of Workflow Validation
11.10.2
Quick Tips on Testing
11.11
Migrating Workflows to Production
11.11.1
Quick Tip on Migrating Workflows
11.11.2
Workflow Migration Process
11.12
Changing Active Workflows
11.12.1
Modifying Properties in an Enabled Workflow
11.12.1.1
When You Can Disable, Modify, and Re-enable a Workflow
11.12.1.2
What You Can Modify If a Workflow Has Any Routable Objects Applied
11.12.1.3
What You Cannot Modify If a Workflow Has Any Routable Objects Applied
11.12.2
Disabling, Changing, and Reactivating Workflows
12
Account Policy
12.1
Before You Begin
12.2
Default Account Policy
12.3
Configuring the Account Policy
12.3.1
Administrator Reset of Locked Out Account
13
Users
13.1
Adding New Users
13.1.1
Before You Begin
13.2
About Usernames
13.3
About Passwords
13.3.1
Change Internal User Password
13.4
LDAP as a Node in Administrator
13.5
Modifying User Properties
13.5.1
Changing a User's Password
13.5.2
Changing a User's Role Assignments
13.6
User Properties Defined
14
User Groups
14.1
Creating a New User Group
14.2
User Group Properties
14.3
Modifying a User Group
14.4
Assigning Escalation Persons to User Groups
14.5
Adding User Groups as Default Reviewers in a Workflow
14.6
Setting Up User Groups as Partners
15
Supplier Groups
15.1
Overview
15.2
Properties
15.2.1
Available actions
16
Roles
16.1
Overview of Roles and Privileges in Agile PLM
16.1.1
What is a Privilege Mask?
16.2
Getting Familiar with Roles
16.2.1
Viewing the Roles Window
16.2.2
Viewing a Role
16.2.3
Guidelines for Working with Roles
16.3
Default Agile PLM Roles
16.3.1
Administrator roles
16.3.2
General-function Agile PLM roles
16.3.3
Engineering Collaboration role
16.3.4
Product Collaboration roles
16.3.5
Product Quality Management roles
16.3.6
Product Cost Management roles
16.3.7
Product Portfolio Management roles
16.3.8
Reports roles
16.3.9
Agile Content Services role
16.3.10
Product Governance & Compliance roles
16.3.11
Agile Configuration Propagation roles
16.3.12
Example Roles
16.3.13
Restricted Roles
16.3.14
Role-based Enhancements
16.4
Securing and Maintaining Roles and Privilege Masks
16.4.1
Using Agile Configuration Propagation to Restore Admin Settings
16.4.2
Recommended Security and Maintenance Plan
16.4.3
Database Backup Procedures
16.4.3.1
Exporting Agile PLM Administrative Settings
16.4.3.2
Running Reports
16.5
Working with Roles
16.5.1
Modifying a Role
16.5.2
Building and Testing Attributes, Read/Modify Privileges, and Roles
16.5.3
Creating a New Role
16.5.3.1
Before You Begin
16.5.3.2
Creating a New Role Using Save As
16.5.3.3
Creating a New Role from Scratch
16.5.4
Using the Example Roles
16.5.4.1
Example Privilege Masks in Example Roles
16.5.4.2
Creating a New Role from an Example Role Using Save As
16.5.5
Deleting a Role
17
Privileges and Privilege Masks
17.1
About Privileges and Privilege Masks
17.2
Getting Familiar with Privileges and Privilege Masks
17.2.1
Viewing Privilege Masks
17.2.1.1
Viewing Privilege Mask Properties
17.2.2
Tasks Performed from the Privileges Window
17.2.2.1
Removing a Privilege Mask from a Role
17.2.2.2
Adding a Privilege Mask to a Role
17.3
Default Agile PLM Privileges
17.3.1
Further Discussion of Specific Privileges
17.3.2
More Information about Selected Privileges
17.3.2.1
Add Reviewer and Remove Reviewer
17.3.2.2
Add to Table and Delete from Table Privileges
17.3.2.3
Change Status
17.3.2.4
Client Access
17.3.2.5
Export
17.3.2.6
Full Search Display
17.3.2.7
Grant
17.3.2.8
Override
17.3.2.9
Purge Folder Version Privilege
17.3.2.10
Transfer Authority for Self
17.3.2.11
Transfer Authority for Others
17.3.2.12
Site Change Order Save As Limitations
17.3.2.13
Subscribe
17.4
Privilege Mask Components
17.4.1
All Privilege Masks have a Privilege, an Object Type, and a Criteria
17.4.1.1
A Few Privileges are the Basis to Privilege Masks with AppliedTo
17.4.1.2
Diagramming Privilege Masks
17.4.1.3
Naming Privilege Masks
17.4.2
Privilege Mask Component 1: Privileges
17.4.3
Privilege Mask Component 2: Object Type
17.4.4
Privilege Mask Component 3: Criteria
17.4.5
Privilege Mask Component 4: Attributes
17.5
Enabling a Privilege Mask
17.6
Modifying Privilege Masks
17.6.1
Modifying Privilege Mask Criteria
17.6.2
AppliedTo Property in Select Privileges
17.6.2.1
Administrator Privilege and the AppliedTo Capability
17.6.2.2
Show Visible Attributes Only Check Box
17.6.2.3
Viewing the AppliedTo Property
17.6.2.4
Modifying the AppliedTo Property
17.6.2.5
Specialized Administrator Privilege Masks
17.6.2.6
Options for Building Administrator Assistants
17.6.2.7
Save Import Preference Setting (AppliedTo Choice)
17.6.2.8
Manage Report Template (AppliedTo Choice)
17.6.2.9
Dashboard Management
17.6.2.10
Project Summary Page Configuration
17.7
Creating New Privilege Masks
17.7.1
Before You Begin
17.7.2
Copying a Privilege Mask Using Save As
17.7.3
Creating a New Privilege Mask from Scratch
17.8
Combining Options in Criteria and AppliedTo Attributes
17.9
Discovery and Read Privileges
17.9.1
Discovery Privilege
17.9.1.1
Discovery Privilege and Sites
17.9.1.2
Discovery Privilege and Life Cycle Phases
17.9.1.3
Related SmartRules
17.9.1.4
Discovery Privilege and Reports
17.9.2
Relationships among Discovery and Read Privileges
17.9.3
Field-Level Read Privilege
17.9.3.1
Modifying the AppliedTo Fields of Read Privilege Masks
17.9.4
Display No Privilege Fields
17.9.5
Enforce Field-Level Read Privilege
17.9.5.1
Display on Tables Due to Enforce Field-level Read
17.10
Modify Privilege
17.10.1
Some 'Modify' Basics and Rules
17.10.2
Controlling the Ability to Modify Items at Introductory Revision with $CURRENTREV
17.10.2.1
Applicable Item Attributes
17.10.2.2
$CURRENTREV Criteria Logic
17.10.2.3
Definition of a Released Revision
17.10.2.4
Definition of a Pending Revision
17.10.2.5
Building Criteria for Specific Use Cases
17.10.2.6
Allow broad Modify at Introductory only
17.10.2.7
Allow targeted Modify for a Pending revision
17.10.2.8
Allow targeted Modify for a Released revision
17.10.2.9
$CURRENTREV Criteria Examples
17.11
Applying Create User Criteria
17.12
Using Privilege Mask Criteria Variables
18
Other User Settings
18.1
User Monitor
18.1.1
Refreshing the User Monitor Window
18.1.2
Terminating a User Session
18.2
Deleting and Undeleting Users
18.2.1
Deleting a User Group
18.2.1.1
Deleting a Functional Team
18.2.1.2
Hard-Deleting a User Group
18.2.1.3
Hard-Deleting a Functional Team
18.2.1.4
Undeleting a User Group
18.2.1.5
Undeleting a Functional Team
19
SmartRules
19.1
Modifying SmartRules Settings
19.2
SmartRules Defined
19.2.1
Allow Deletion of Attachments
19.2.2
Auto-Installs from PPM
19.2.3
Auto Publish Quote History
19.2.4
BOM Multi-Level Recursion
19.2.5
Change Status Approver Rejected Change
19.2.6
Change Status No Response From Acknowledger
19.2.7
Change Status No Response From Approver
19.2.8
Change Status Observer Rejected Change
19.2.9
Check In Attachment With Different File Extension
19.2.10
Copy Files to Rev - Designs
19.2.11
Copy Files to Rev - File Folders
19.2.12
Copy Relationships to Rev
19.2.13
Delete Instance With BOM
19.2.14
Demotion Approvers Removal
19.2.15
Demotion Signoff Removal
19.2.16
Detailed TimeSheet Entry
19.2.17
Discovery Object Tables
19.2.18
Discovery Results Table
19.2.19
Display BOM Tables
19.2.20
Display Structure Tables
19.2.21
Duplicate Find Numbers
19.2.22
Duplicate Item Numbers
19.2.23
Duplicate Ref Des
19.2.24
Effectivity Date Order
19.2.25
Effectivity Gap
19.2.26
Effectivity Overlap
19.2.27
Enable Addition of Activities and Gates to Completed Activities
19.2.28
Enable Comments for Deleting, Archiving & Delegating
19.2.29
Force Commodity and Part Family to be Identical
19.2.30
Items Released First
19.2.31
Many Items per PSR
19.2.32
Many QCR per PSR
19.2.33
Multiple Items Per Manuf Part
19.2.34
Negative Value For Material Price Adder Fields
19.2.35
Negative Value For Material Price Fields
19.2.36
Negative Value For Non-Material Price Fields
19.2.37
Notify Resource Pool Owner for Proposed Programs
19.2.38
Object Edit Conflicts
19.2.39
Overlap Price Line Effectivity Periods
19.2.40
PSR Contains Items and Related PSRs
19.2.41
Redline Attributes
19.2.42
Redline Manufacturers On Change Order
19.2.43
Release QCR With Un-resolved Items
19.2.44
Released Rev Required
19.2.45
Unrelease Change Order
19.2.46
Unrelease Change Request
19.2.47
Unrelease Deviation
19.2.48
Unrelease Manufacturing Order
19.2.49
Unrelease QCR
19.2.50
Unrelease Stop Ship
19.2.51
Workflow Matching Criteria Attribute Modification
19.2.52
Zero Value For Material Price Fields
19.2.53
Zero Value For Material Price Adder Fields
19.2.54
Zero Value For Non-Material Price Fields
20
Viewer and Files
20.1
Viewer & Files Properties
20.2
Options for Purging and Retaining Files
20.2.1
AutoPurge Enabled
20.2.2
File Version Keep
20.2.3
Purge Redlined Files
20.2.4
Directly Use These Thumbnail Image Types
20.2.4.1
Thumbnail generation options
20.2.5
CAD Revision BOM Attribute
20.3
File Association tab
20.3.1
Specifying Supported File Types for AutoVue for Agile
20.4
Printing Banners and Watermarks
20.4.1
Banner and Watermark Properties
20.4.2
Specifying Banner Text and Location
21
Notifications
21.1
Overview of Notifications
21.1.1
Preliminary Admin Settings for Notifications
21.2
Default Notifications
21.2.1
Attributes of Default Notifications
21.3
Event-based Notifications
21.3.1
Attributes of Event-based Notifications
21.3.2
Working with Events-based Notifications
21.3.2.1
Creating a Notification
21.3.2.2
Deleting a Notification
21.3.3
Invoking Notifications Programmatically
21.4
Working with Default and Event-based Notifications
21.4.1
Editing a Notification
21.4.2
Entering Subject and Body Text
21.4.3
Creating a Notification using Save As
22
Full Text Search
22.1
Full Text Search Limitations
22.2
Full Text Search Properties
22.3
Indexing Attachment Files
22.3.1
Using FileLoad and Indexing New Files
22.3.2
Index Attachment Button
22.3.3
Update Content URLs Now Button
22.3.4
"Stop" Words
23
My Assignments
23.1
Overview
23.2
Columns
24
Unit of Measure (UOM)
24.1
Creating Categories of Measure and Units of Measure
25
Other System Settings
25.1
Company Profile
25.2
Currency Exchange Rates
26
Dashboard Management
26.1
View Dashboard Tabs
26.2
Adding Dashboard Tabs
26.3
Deleting Dashboard Tabs
26.4
Adding Tables to Optional Tabs
26.4.1
Adding Data to Tables
26.5
Adding Charts to Optional Tabs
26.5.1
Adding Advanced Search to Optional Tabs
26.5.2
Configure Table for Advanced Search
26.6
Adding Custom (URL) Process Extensions for Optional Tables
26.7
Reordering Table Rows in a Tab
26.8
Displaying Optional Tabs
27
Solution-specific Administration
27.1
Documentation
27.2
Configurable Solutions for Administrator
28
Reference Objects Management
29
Event Management
29.1
Introduction to Event Management
29.1.1
Preliminary Configuration
29.1.1.1
Access to the Event Management nodes
29.1.1.2
Global Event control
29.1.1.3
Systemwide Preferences that pertain to Events
29.1.2
Event Management Node Folder
29.1.2.1
Events node -
29.1.2.2
Event Handlers node -
29.1.2.3
Event Subscribers node -
29.1.2.4
Event Types node -
29.1.2.5
Event Handler Types node -
29.1.2.6
Event Handler Monitor node -
29.1.2.7
About Process Extensions and Notifications Nodes
29.1.2.8
Default Notifications and Event-based Notifications
29.1.2.9
Custom Process Extensions and Event-based Process Extensions
29.2
Anatomy of Event Subscriptions
29.2.1
Mask Names in an Example Event Subscription
29.2.2
Event Subscription Components are Interconnected
29.2.3
Event Subscribers Tab on All Object Types
29.3
Handler Types
29.3.1
Process Extension-based Handler Types
29.3.1.1
Java Process Extensions
29.3.1.2
Script Process Extensions
29.3.2
Notification-based Handler Type
29.3.2.1
Notification Masks
29.3.3
Notes on Event Handler Types Node
29.4
Event Types
29.4.1
Default Event Types
29.4.1.1
Multiple Triggers from Single Action
29.4.1.2
Applies to these PLM base classes
29.4.1.3
Global Event Types
29.5
Working in Events Node
29.5.1
Attributes of Event Masks
29.5.2
Checklist for Creating an Event Mask
29.5.3
Creating an Event Mask
29.6
Working in Event Handlers Node
29.6.1
Attributes of Handler Masks
29.6.1.1
Roles in Handler Masks
29.6.2
Checklist for Creating a Handler Mask
29.6.3
Creating a Handler Mask
29.7
Working in Event Subscribers Node
29.7.1
Filtering in Dialogs during Create Subscriber
29.7.2
Attributes of Subscriber Masks
29.7.2.1
Trigger Type: Pre and Post
29.7.2.2
Execution Mode: Synchronous or Asynchronous
29.7.2.3
Trigger Types and Execution Mode
29.7.2.4
Order and Execution Mode
29.7.3
Checklist for Creating a Subscriber Mask
29.7.4
Creating a Subscriber Mask
29.8
Sample Event Subscriptions
29.9
Monitoring Events
29.9.1
Event Handler Monitor
29.9.1.1
Attributes of Event Handler Monitor
29.9.2
Event Log File
29.9.3
Object History Tab
29.10
Control of Event Components
29.10.1
Global Event Control
29.10.2
When an Event Type is Disabled
29.10.3
When a Handler Type is Disabled
29.10.4
When an Event Mask is Disabled
29.10.5
When a Handler Mask is Disabled
29.10.6
When a Subscriber Mask is Disabled
29.11
More about Selected Event Types
29.11.1
More about Selected Global Event Types
29.11.2
More about Selected Generic Object-based Event Types
29.11.3
More about Selected Specific Object-based Event Types
29.11.4
More about Workflow-based Event Types
29.11.5
More about Variant Management Event Types
30
Scripting and Sample Event Subscriptions
30.1
Overview to Scripting in Agile PLM
30.2
Using Groovy Scripting Language
30.2.1
Choosing Script-based Handlers
30.2.2
Steps to Develop or Update Handler Masks
30.2.3
Editing Scripts in the Handler Mask
30.3
Logging of Scripts
30.4
Checklist for Specifying Script-based Event Subscriptions
30.5
Sample Event Subscriptions with Scripts
30.5.1
Update Item Description
30.5.1.1
Event mask: [Update Title Block Items]
30.5.1.2
Handler mask: [Update Item Description]
30.5.1.3
Subscriber mask: [Update Title Block Items Update Item Description]
30.5.2
Notify Create User when Item is Incorporated
30.5.2.1
Event mask: [Incorporate Item]
30.5.2.2
Handler mask: [Incorporated Item]
30.5.2.3
Subscriber mask: [Incorporate Item Incorporated Item]
30.5.3
Set Change Analyst
30.5.3.1
Event mask: [Change Analyst for Workflow]
30.5.3.2
Handler mask: [Set Change Analyst]
30.5.3.3
Subscriber mask: [Change Analyst for Workflow Set Change Analyst]
30.5.4
Add Document to New Part
30.5.4.1
Event mask: [Create Parts]
30.5.4.2
Handler mask: [Add Doc to New Part]
30.5.4.3
Subscriber mask:
30.5.5
Notify when Affected Items Table is Updated
30.5.5.1
Event mask: [Update Table ECO]
30.5.5.2
Notification mask: [Notify ECO AffItem Change]
30.5.5.3
Subscriber mask: [Update Table ECO Notify Item ECO AffItem Change]
31
Locations and File Management
31.1
Configuring Web Client Notification
31.2
Configuring Java Client Notification
31.3
File Management in Agile PLM
31.3.1
Agile File Management Server
31.3.1.1
File Vault
31.3.1.2
Using FileLoad and Indexing New Files
31.3.2
Distributed File Management
31.3.2.1
Optimized Replication Systemwide Preference
31.3.2.2
Using the AutoVue for Agile Server in a Distributed Environment
31.3.2.3
How Distributed File Manager Works
31.3.3
File Management Security
31.3.3.1
Server Security
31.3.3.2
Client Access Security
31.3.3.3
Handle File Checksum
31.3.4
Configuring a File Manager
31.3.4.1
Creating a Custom File Vault
31.3.4.2
Base Storage Directory and Purge Directory Fields
31.3.4.3
Configuring Custom Vaults for Multiple Distributed File Managers
31.3.4.4
Modifying a File Manager Definition
31.3.4.5
Deleting a File Manager Definition or Removing a File Server
31.3.5
Setting the Preferred File Manager for a User
31.3.6
Purging Older Versions of Files
31.3.6.1
Use Case for Attachment Purging Task
32
Database
32.1
Configuration of Database Settings
32.2
Database Properties
33
LDAP
33.1
Configuring WebLogic Server for LDAP with Agile PLM
33.1.1
Configuring WebLogic with Oracle Internet Directory
33.1.2
Configuring WebLogic with Sun Java System Directory Server
33.1.3
Configuring WebLogic with Microsoft Active Directory Server
33.1.4
Configuring WebLogic with Microsoft Active Directory Directory Lightweight Services Server
33.1.5
Configuring WebLogic with Oracle Virtual Directory Server
33.2
Creating Users in an LDAP Directory
33.2.1
Configuring Multiple LDAP User Repositories
33.3
Enhanced LDAP
33.4
Synchronizing LDAP and Agile PLM
33.5
LDAP-controlled User Properties
33.6
Agile LDAP Configuration
33.6.1
Directory Service Connection Parameters
33.6.2
LDAP Configuration Properties
33.6.2.1
Mapping LDAP Attributes
33.6.3
Generic LDAP Agent
33.6.4
Multiple Directory Server Support
33.6.5
Configuration Scripts
33.6.6
Synchronizing Users and User Groups
34
Systemwide Preferences
34.1
Modifying Preferences
34.2
Default Systemwide Preferences
34.3
Details of Selected Preferences
34.3.1
Agile Drive
34.3.2
Allow Download of Productivity Components
34.3.3
Allow Password Reset
34.3.4
Copy Values along with Tabs
34.3.5
Content Service Wait Time
34.3.6
Content Service Maximum Retries
34.3.7
Maximum Non-BOM Report Results Limit
34.3.8
Maximum BOM Report Results Limit
34.3.9
Reference Designators Allow Range Expand Collapse
34.3.10
Signoff User Dual Identification
34.4
Languages tab
35
Licenses
35.1
General Info Tab
35.2
Modules Tab
35.2.1
Recipe and Material Workspace Module
36
Task Monitor and Task Configuration
36.1
Task Monitor
36.2
Task Configuration
37
Administering Attachments
37.1
Evaluating Your Company's Needs with Attachments or Designs
37.2
Administrator Settings Related to Attachments
37.2.1
File Management in Agile PLM
37.2.2
How SmartRules affect Attachments
37.2.2.1
Check In Attachment With Different File Extension
37.2.3
How Preferences affect Attachments
37.2.3.1
Filename Prefix
37.2.3.2
Optimized Replication
37.2.3.3
Save As Attachments
37.2.3.4
Allow Download of Productivity Components
37.3
Administrator Settings for File Upload and Download
37.3.1
Upload Max Chunk Size
37.3.2
Upload Max Concurrent Transfers
37.3.3
Max File Upload Histories Displayed
37.3.4
Download Max Chunk Size
37.3.5
Download Max Concurrent Transfers
37.3.6
Download Token Max Resumes Allowed
37.3.7
Download Token Use Duration
37.4
Assign Roles and Privileges for Attachments
37.4.1
Attachment Privileges
37.4.1.1
Attachment Capability Privileges in a Role
37.4.1.2
Attachment Privileges and Thumbnails
37.4.1.3
Reusable Criteria for Attachment Privilege Masks
37.4.1.4
Modify Privilege and Attachments
37.4.2
Markup Subclass
37.4.2.1
Markup Promotion
37.4.3
Redline Markup Default Roles and Privileges
37.4.3.1
Redline Markup Privilege Guidelines
37.5
Document Management Enhancements
37.5.1
View All Versions
37.5.2
Limit Attachment Size
37.5.3
Identify Checkin User
37.5.4
URLs can be up to 255 characters
37.6
Generating Attachment Quick Access Smart URLs
38
Administering Designs
38.1
Evaluating Your Company's Needs with Designs
38.2
Purpose of Design Data Model
38.2.1
Benefits of Designing Structures using the Designs Class
38.3
Designs Class Overview
38.3.1
View All Versions
38.4
Designs Class Tabs
38.4.1
Title Block Tab
38.4.2
Files Tab
38.4.3
Structure Tab
38.4.4
Routing Slip Tab
38.4.5
Where Used Tab
38.5
Administrator Settings Related to Designs
38.5.1
Display Structure Tables SmartRule
38.5.2
Copy Files to Rev - Designs SmartRule
38.5.3
Design-specific Role & Privilege
39
Administering Agile Drive
39.1
File Management
39.2
Enabling Agile Drive
40
Administering Approval Matrix
40.1
Approval Matrix Overview
40.2
Configuring Approval Matrix
40.2.1
Enable Approval Matrix Classes and Attributes
40.2.2
Modify Privilege Masks
40.2.3
Assign Approval Matrix Administrator Role
40.2.4
Create Approval Matrix Administrator Reports Role
40.2.5
Configure Job Functions in the Workflow
40.3
Approval Matrix Administration Overview
40.3.1
Assigning Job Functions to Users and User Groups
40.3.2
Creating and Managing Functional Teams
40.3.2.1
Resolving Missing Users
40.3.2.2
Running Approval Matrix Reports
40.3.2.3
Inactive Users / User Groups on Active Functional Teams Report
40.3.2.4
Workflow Approval Report
40.3.2.5
Workflow Job Functions Without Users Report
40.3.3
Using Functional Teams with Routable Objects
41
Administering Reference Objects
41.1
What are Reference Objects?
41.2
Reference Object Setup
41.2.1
Define External Application
41.2.2
Specify Reference Object Webservices
41.2.3
Define Reference Object Subclasses
41.2.4
Define Reference Object Attribute Mappings
41.2.5
Create Reference Object Privilege Masks
42
Administering Revision-Specific Relationships
42.1
Revision-Specific Relationship Attributes
42.2
Revision-Specific Relationship System Settings
42.3
Privileges for Revision-Specific Relationships
43
Intellectual Property Reporting
43.1
Attachment IP Reports
43.2
User History Reports
43.3
Recording User Actions in the Database
A
Configuring Single Sign-On
A.1
Overview of Single Sign-On in PLM
A.2
Configuring and Deploying SSO with Windows NTLM
A.2.1
SSO NTLM Authentication
A.2.2
Configure SSO for Windows NTLM
A.2.2.1
Configure IIS Proxy with WLS
A.2.2.2
Configure PLM for NTLM with WLS
A.2.3
RMW SSO Configuration
A.3
Deploy NTLM
A.3.1
With Secure Proxy
A.3.2
With Transparent Proxy or No Proxy
A.4
The Oracle Access Manager
A.5
OAM 11g Configuration with Agile PLM 9.3.2
A.5.1
OAM11g Configuration with Agile PLM 9.3.3 Using IIS 7.5 Web Server
A.5.1.1
IIS 7.5 Web Server Configuration Prerequisites
A.5.1.2
OAM WebGate Registration in OAMServer (IIS 7.5)
A.5.1.3
IIS 7.5 Webserver Configuration with WebGate
A.5.1.4
WebLogic Proxy Configuration for IIS 7.5 Webserver
A.5.1.5
OAM Webgate Configuration for IIS 7.5 Webserver
A.5.1.6
Agile PLM Configuration for IIS 7.5 Webserver
A.5.1.7
Testing (IIS 7.5)
A.5.2
OAM11gR2 Configuration with Agile PLM 9.3.3 Using OHS11gR2 Web Server
A.5.2.1
OHS11gR2 Web Server Configuration Prerequisites
A.5.2.2
OAM WebGate Registration in OAMServer (OHS11g Webserver)
A.5.2.3
OAM WebGate Configuration for OHS11g Webserver
A.5.2.4
WebLogic Proxy Plug-in Configuration for OHS 11g Web Server
A.5.2.5
Agile PLM Configuration for OHS11g
A.5.2.6
Testing (OHS 11g)
A.5.3
OAM11gR2 Configuration with Agile PLM 9.3.3 Using Apache 2.2 Web Server
A.5.3.1
OAM 11gR2 Configuration Prerequisites (Apache 2.2)
A.5.3.2
WebGate Agent Configuration in OAM Server (Apache 2.2)
A.5.3.3
OAM WebGate Configuration (Apache 2.2)
A.5.3.4
Agile PLM Application Configuration (Apache 2.2)
A.5.3.5
Testing (Apache 2.2)
