Contents

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Conventions

1 Introduction to Recipe & Material Workspace Administration

• 1.1 Introducing Recipe & Material Workspace
• 1.2 Recipe Management for Pharmaceuticals Administrator Nodes for Configuration
  • 1.2.1 System Tools
  • 1.2.2 Settings
  • 1.2.3 Alerts/Workflows
    • 1.2.3.1 Alerts
    • 1.2.3.2 Workflows
  • 1.2.4 Administration
  • 1.2.5 Object Modeling
  • 1.2.6 Integration
  • 1.2.7 People
  • 1.2.8 Organizations
• 1.3 General Administration and Configuration Files
• 1.4 What's New
  • 1.4.1 New Features in Recipe Management for Pharmaceuticals Material Management in 9.3.3
  • 1.4.2 New Features in Recipe Management for Pharmaceuticals Material Management in 9.3.1.2
  • 1.4.3 New Features in Recipe Management for Pharmaceuticals Administrator Nodes for 9.3.1.1

2 Integrating Agile Recipe Management for Pharmaceuticals with Agile PLM

• 2.1 Administrator and User Access to Agile Recipe Management for Pharmaceuticals
  • 2.1.1 Administrator Access to and from Agile Recipe Management for Pharmaceuticals
    • 2.1.1.1 Agile Recipe Management for Pharmaceuticals Preferred Start Page
  • 2.1.2 User Access to Agile Recipe Management for Pharmaceuticals
• 2.2 Preliminary Configuration Tasks in PLM
  • 2.2.1 Run Pharma.sql
  • 2.2.2 Required Changes When Agile Recipe Management for Pharmaceuticals and PLM Are Installed Separately
    • 2.2.2.1 Manual Changes Required in Agile Recipe Management for Pharmaceuticals
    • 2.2.2.2 Agile Http URL
    • 2.2.2.3 The Remote Method Invocation (RMI) is slightly different on OAS or WLS.
    • 2.2.2.4 Agile Web Services URL
    • 2.2.2.5 Summary of Agile Details
    • 2.2.2.6 Manual Changes Required in PLM
    • 2.2.2.7 Configuring agile.properties For Separate Server Setup
  • 2.2.3 Create Default Company and Site in Agile Recipe Management for Pharmaceuticals
    • 2.2.3.1 Differences in Company and Site in PLM and Agile Recipe Management for Pharmaceuticals
  • 2.2.4 Configure CFMConfig.xml for Integration Updates to PLM
• 2.3 Configuring PLM Users for Agile Recipe Management for Pharmaceuticals
  • 2.3.1 Sequence of Agile Recipe Management for Pharmaceuticals User Configuration
  • 2.3.2 Preliminary Steps to Synchronize Agile Recipe Management for Pharmaceuticals Users
    • 2.3.2.1 Create Process Extension to Manually Synchronize Users
    • 2.3.2.2 Event Management PXs for Automatic User Synchronization
    • 2.3.2.3 Event Masks for User Synchronization
    • 2.3.2.4 'Create User' Event mask: [Create User]
    • 2.3.2.5 'Delete User' Event mask: [Delete User]
    • 2.3.2.6 'Update User' Event mask: [Update User]
    • 2.3.2.7 Event Handler for User Synchronization
    • 2.3.2.8 Handler mask: [Agile Recipe Management for Pharmaceuticals User Sync Handler]
    • 2.3.2.9 Event Subscribers for User Synchronization
    • 2.3.2.10 'Create User' Subscriber mask: [Agile Recipe Management for Pharmaceuticals Create User Sync Subscriber]
    • 2.3.2.11 'Delete User' Subscriber mask: [Agile Recipe Management for Pharmaceuticals Delete User Sync Subscriber]
    • 2.3.2.12 'Update User' Subscriber mask: [Agile Recipe Management for Pharmaceuticals Modify User Sync Subscriber]
• 2.4 Configuring PLM Business Objects for Agile Recipe Management for Pharmaceuticals
  • 2.4.1 Files Required for Integration
    • 2.4.1.1 Integration.properties
    • 2.4.1.2 AgilePharmaMapping.xml
  • 2.4.2 Material Integration
  • 2.4.3 Recipe Integration
  • 2.4.4 Manufacturer Integration
  • 2.4.5 Manufacturer Part Integration (Optional)
  • 2.4.6 Supplier Integration (Optional)
  • 2.4.7 Content and Attachments Integration
  • 2.4.8 Workflow and Autopromote Configuration
    • 2.4.8.1 Configuring the Default Material ECO Workflow
    • 2.4.8.2 Configuring the Default Change Orders Workflow
    • 2.4.8.3 Configuring the Default Manufacturer Orders Workflow
• 2.5 Configuring Privileges for the Integration User

3 System Tools

• 3.1 Data Audit Trail
  • 3.1.1 Searching Audit Data
  • 3.1.2 Viewing Audit Details

4 Settings

• 4.1 Default Settings
  • 4.1.1 Setting System Preferences
  • 4.1.2 Setting General Preferences
  • 4.1.3 Setting Home Page Preferences
    • 4.1.3.1 Adding a Channel (Home Page setup)
  • 4.1.4 Setting Recipe Preferences
• 4.2 Image
  • 4.2.1 Creating an Image
  • 4.2.2 Managing Imagea
    • 4.2.2.1 Searching Image
    • 4.2.2.2 Viewing Image
    • 4.2.2.3 Editing Image
    • 4.2.2.4 Duplicating Image
    • 4.2.2.5 Removing Image
• 4.3 Image Map
  • 4.3.1 Creating an Image Map
  • 4.3.2 Managing Image Map
    • 4.3.2.1 Searching Image Map
    • 4.3.2.2 Viewing Image Map Details
    • 4.3.2.3 Editing Image Map
    • 4.3.2.4 Duplicating Image Map
    • 4.3.2.5 Removing Image Map

5 Alerts

• 5.1 Alerts Overview
  • 5.1.1 Types of Alerts
  • 5.1.2 Types of Alert Triggers
    • 5.1.2.1 Conditional Alerts
    • 5.1.2.2 Conditional Alerts that incorporate Time Interval
    • 5.1.2.3 System-generated Alerts
  • 5.1.3 Alert Notifications
• 5.2 Steps toward Creating Alerts
• 5.3 1. Creating an Alert
  • 5.3.1 Conditional Alerts based on User Actions
  • 5.3.2 Conditional Alerts based on Frequency
  • 5.3.3 Conditional Alerts based on User Actions plus Frequency
• 5.4 2. Assigning Roles, Users, Groups, or Macros
  • 5.4.1 Assigning Roles
  • 5.4.2 Unassigning Roles
  • 5.4.3 Assigning Users
    • 5.4.3.1 Unassigning Users
  • 5.4.4 Assigning User Groups
    • 5.4.4.1 Unassigning User Groups
  • 5.4.5 Assigning Macros
  • 5.4.6 Unassigning Macros
• 5.5 3. Publishing Alerts
  • 5.5.1 Unpublishing Alerts
• 5.6 Managing Alerts
  • 5.6.1 Searching Alerts
  • 5.6.2 Viewing Alerts
  • 5.6.3 Editing Alerts
  • 5.6.4 Duplicating Alerts
  • 5.6.5 Removing Alerts
  • 5.6.6 Activating and Deactivating Alerts

6 Workflows

• 6.1 Overview of Recipe Management for Pharmaceuticals Workflows
• 6.2 Steps toward Creating Workflows
  • 6.2.1 Selecting a Business Object
  • 6.2.2 Selecting Sites
  • 6.2.3 Specifying Notification Methods
  • 6.2.4 Defining Trigger Actions
  • 6.2.5 Defining Attribute Conditions to Qualify the Trigger Action
  • 6.2.6 Adding Statuses (States) to the Workflow
  • 6.2.7 Adding Workflow Actions
  • 6.2.8 Adding Authorized Parties
  • 6.2.9 Specifying Idle and Backup Delays
  • 6.2.10 Specifying State Transitions
  • 6.2.11 Workflow Tasks
• 6.3 Creating a Workflow
• 6.4 Managing Workflows
  • 6.4.1 Searching Workflow
  • 6.4.2 Browse Workflow
  • 6.4.3 Viewing Workflow
  • 6.4.4 Editing Workflow
  • 6.4.5 Removing Workflow
  • 6.4.6 Duplicating Workflow
  • 6.4.7 Activating and Deactivating a Workflow
• 6.5 Workflow Status
  • 6.5.1 State Type of Workflow Status
  • 6.5.2 Setting Workflow Status
  • 6.5.3 Creating a Workflow Status
  • 6.5.4 Searching Workflow Status
  • 6.5.5 Browsing Workflow Status
  • 6.5.6 Viewing Workflow Status
  • 6.5.7 Editing Workflow Status
  • 6.5.8 Releasing Object State
  • 6.5.9 Removing Object State
• 6.6 Workflow Action
  • 6.6.1 Creating a Workflow Action
  • 6.6.2 Searching Workflow Action
  • 6.6.3 Viewing Workflow Action
  • 6.6.4 Editing Workflow Action
  • 6.6.5 Duplicating Workflow Action
  • 6.6.6 Removing Workflow Action
• 6.7 Workflow Statuses Versioning

7 Administration

• 7.1 Library (Records)
  • 7.1.1 Creating a Record
  • 7.1.2 Managing Records
    • 7.1.2.1 Browsing and Searching Records
    • 7.1.2.2 Editing Records
    • 7.1.2.3 Duplicating Records
    • 7.1.2.4 Removing Records
    • 7.1.2.5 Activating and Deactivating Records
• 7.2 Manage Internal ID
• 7.3 Unlocking Objects Currently Being Modified
• 7.4 User Audit
  • 7.4.1 Active History
  • 7.4.2 Users Logged In
• 7.5 Cache
  • 7.5.1 Cache Initialization
  • 7.5.2 Refreshing and Invalidating Cache
    • 7.5.2.1 View Refresh History of Caches

8 Object Modeling

• 8.1 Object Modeling Overview
• 8.2 Searching Category, Attribute, View, or Subview
• 8.3 Category
  • 8.3.1 Steps toward Creating a Category
    • 8.3.1.1 Category Types
    • 8.3.1.2 Adding a Category at the Base
    • 8.3.1.3 Adding a Category under the Default Folders
    • 8.3.1.4 adding Attributes to a Category
    • 8.3.1.5 Creating a Schema for a Category
  • 8.3.2 Creating a Category
  • 8.3.3 Managing Categories
    • 8.3.3.1 Browsing Category
    • 8.3.3.2 Viewing Category Details
    • 8.3.3.3 Editing Category
    • 8.3.3.4 Duplicating Category
    • 8.3.3.5 Removing Category
    • 8.3.3.6 Moving Category
    • 8.3.3.7 Creating Schema
    • 8.3.3.8 Refreshing Schema
• 8.4 Attribute
  • 8.4.1 Creating an Attribute
  • 8.4.2 Managing Attributes
    • 8.4.2.1 Viewing Attribute Details
    • 8.4.2.2 Editing Attribute
    • 8.4.2.3 Duplicating Attribute
    • 8.4.2.4 Removing Attribute
    • 8.4.2.5 Reordering Attribute
    • 8.4.2.6 Configuring Icons to URL Attributes
• 8.5 View
  • 8.5.1 Steps toward Creating Views
  • 8.5.2 Creating a View
  • 8.5.3 Creating a Tree View
  • 8.5.4 Creating a Business Object View and Associating the View with a Business Object
  • 8.5.5 Managing View
    • 8.5.5.1 Viewing Detail for View
    • 8.5.5.2 Editing View
    • 8.5.5.3 Duplicating View
    • 8.5.5.4 Removing View
    • 8.5.5.5 Making Preferred View
    • 8.5.5.6 Managing Saved Searches
    • 8.5.5.7 Reordering View
    • 8.5.5.8 Toggling View Appearance in Search
• 8.6 Subview
  • 8.6.1 Creating a Subview
  • 8.6.2 Managing Subview
    • 8.6.2.1 viewing Subview Details
    • 8.6.2.2 Editing Subview
    • 8.6.2.3 Duplicating Subview
    • 8.6.2.4 Removing Subview
    • 8.6.2.5 Reordering Subview
    • 8.6.2.6 Setting Preferred Subview
• 8.7 Enumerated Valid Value
  • 8.7.1 Creating an Enumerated Valid Value
  • 8.7.2 Managing Enumerated Valid Value
    • 8.7.2.1 Searching Enumerated Valid Value
    • 8.7.2.2 Editing Enumerated Valid Value
    • 8.7.2.3 Duplicating Enumerated Valid Value
    • 8.7.2.4 Removing Enumerated Valid Value
    • 8.7.2.5 Localizing EW Value
• 8.8 Unit Of Measure
  • 8.8.1 Creating a Unit of Measure
  • 8.8.2 Managing Units of Measure
    • 8.8.2.1 Searching UOM
    • 8.8.2.2 Viewing UOM Details
    • 8.8.2.3 Editing UOM
    • 8.8.2.4 Duplicating UOM
    • 8.8.2.5 Removing UOM
• 8.9 Unit of Measure Group
  • 8.9.1 Creating a Unit of Measure Group
  • 8.9.2 Managing UOM Groups
    • 8.9.2.1 Searching UOM Group
    • 8.9.2.2 Viewing UOM Group Details
    • 8.9.2.3 Editing UOM Group
    • 8.9.2.4 Duplicating UOM Group
    • 8.9.2.5 Removing UOM Group
• 8.10 Unit of Measure Conversion
  • 8.10.1 Adding New UOM Conversion
  • 8.10.2 Managing UOM Conversions
    • 8.10.2.1 Searching UOM Conversion
    • 8.10.2.2 Editing UOM Conversion
    • 8.10.2.3 Duplicating UOM Conversion
    • 8.10.2.4 Removing UOM Conversion
• 8.11 Multiple Language Support in Recipe Management for Pharmaceuticals
  • 8.11.1 Customizing and Localizing Labels

9 Integration

• 9.1 Application
  • 9.1.1 Creating an Application
  • 9.1.2 Managing Application
    • 9.1.2.1 Searching Application
    • 9.1.2.2 Editing Application
    • 9.1.2.3 Removing Application
    • 9.1.2.4 Duplicating Application
• 9.2 Web Service
  • 9.2.1 Creating a Web Service
  • 9.2.2 Managing Web Service
    • 9.2.2.1 Searching Web Services
    • 9.2.2.2 Editing Web Service
    • 9.2.2.3 Duplicate Web Service
    • 9.2.2.4 Removing Web Service
• 9.3 Testing a Web Service

10 People

• 10.1 Overview of People Management in Recipe Management for Pharmaceuticals
• 10.2 Managing Users in Recipe Management for Pharmaceuticals
  • 10.2.1 Further User Configuration within Recipe Management for Pharmaceuticals
  • 10.2.2 Searching for a User
  • 10.2.3 Editing User
    • 10.2.3.1 User General Tab
    • 10.2.3.2 User Details Tab
    • 10.2.3.3 User Details>Main Subtab
    • 10.2.3.4 User Details>Site and Roles Subtab
  • 10.2.4 Setting and Unsetting Super User
  • 10.2.5 Cannot Duplicate a User
  • 10.2.6 Cannot Remove a User
  • 10.2.7 Cannot Activate or Deactivate a User
• 10.3 Managing Roles
  • 10.3.1 Creating a Role
  • 10.3.2 Searching for Roles
  • 10.3.3 Editing Role
  • 10.3.4 Duplicating a Role
  • 10.3.5 Removing a Role
  • 10.3.6 Activating and Deactivating a Role
• 10.4 Managing User Groups
  • 10.4.1 Creating a User Group
  • 10.4.2 Searching User Group
  • 10.4.3 Editing User Group
  • 10.4.4 Duplicating User Group
  • 10.4.5 Removing User Group
• 10.5 Managing Contacts
  • 10.5.1 Creating a Contact
    • 10.5.1.1 Creating an Internal Contact
    • 10.5.1.2 Creating an External Contact
  • 10.5.2 Searching Contact
  • 10.5.3 Editing Contact
  • 10.5.4 Duplicating Contact
  • 10.5.5 Removing Contact

11 Organizations

• 11.1 Overview of Organization Management
• 11.2 Company Management
  • 11.2.1 Creating a Company
  • 11.2.2 Managing Companies
    • 11.2.2.1 Searching Company
    • 11.2.2.2 Editing Company
    • 11.2.2.3 Duplicating Company
    • 11.2.2.4 Adding Site from Company
    • 11.2.2.5 Managing Affiliates
• 11.3 Site Management
  • 11.3.1 Creating a Site
  • 11.3.2 Managing Sites
    • 11.3.2.1 Searching Site
    • 11.3.2.2 Editing Site
    • 11.3.2.3 Duplicating Site
    • 11.3.2.4 Removing Site
    • 11.3.2.5 Moving Site
• 11.4 Location Management
  • 11.4.1 Creating a Location
  • 11.4.2 Managing Locations
    • 11.4.2.1 Searching Location
    • 11.4.2.2 Editing Location
    • 11.4.2.3 Duplicating Location
    • 11.4.2.4 Removing Location
• 11.5 Department Management
  • 11.5.1 Creating a Department
  • 11.5.2 Managing Departments
    • 11.5.2.1 Searching Department
    • 11.5.2.2 Editing Department
    • 11.5.2.3 Duplicating Department
    • 11.5.2.4 Moving Department
    • 11.5.2.5 Removing Department
• 11.6 Site Qualification Management
  • 11.6.1 Creating a Site Qualification
  • 11.6.2 Managing Site Qualifications
    • 11.6.2.1 Searching Site Qualification
    • 11.6.2.2 Editing Site Qualification
    • 11.6.2.3 Removing Qualification

12 General Administration

• 12.1 Manage Log Files
  • 12.1.1 Default Log Files
  • 12.1.2 Rotate Log Files
• 12.2 Manage Batch Size for Results Screens
• 12.3 Troubleshooting

A Configuration Files

• A.1 CFMConfig.xm
• A.2 CFMDBConfig.xml
• A.3 Alert Message Generation Files
  • A.3.1 EmailNotification.xsl
  • A.3.2 DashboardNotification.xsl
• A.4 Integration-related Files
  • A.4.1 AgilePharmaMapping.xml

B Recipe & Material Workspace Keywords