| Agile Product Lifecycle Management ACS User Guide Release 9.3.4 E52167-02 |
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This chapter includes the following:
Overview
Creating Filters
Editing Filters
Deleting Filters
Filters define what content is published in the transfer order. These are managed from the Filters node.
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Note: Filters that you save in the ACS node are also available for use in the Agile PLM Export wizard. For more information, refer to the Agile PLM Import & Export Guide. |
Filters are limited to windows within base classes. If a filter for a specific class makes a tab visible that a subclass does not have visible, the tab is omitted from the extracted data. For example, the Page Three tab of an ECO is not visible, but the filter for the Change Orders class allows you to extract Page Three tabs. When an ECO is extracted using this filter, the data on Page Three is skipped because it is not visible on the subclass.
You can have multiple filters for the same base classes, but with different filter names. ACS provides default filters for the classes listed below.
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Note: Object classes that are not included in the following list are not supported by ACS, this includes the entire set of Objects in the Program class. |
Changes
Change Orders
Change Requests
Deviations
Manufacturer Orders
Price Change Orders
Sites Change Orders
Stop Ships
Declarations
Homogeneous Materials Declarations
IPC 1752-1 Declarations
IPC 1752-2 Declarations
JGP Declarations
Part Declarations
Supplier Declarations of Conformance
Substance Declarations
Discussions
Items
Parts
Documentation
Manufacturers
Manufacturer Parts
Packages
Part Groups
Prices
Published Prices
Quote Histories
Product Service Requests
Problem Reports
Non-Conformance Reports
Quality Change Requests
Audits
Corrective and Preventive Actions
Specifications
Substances
Substances
Substance Groups
Subparts
Materials
Suppliers
Transfer Orders
Content Transfer Orders
Users
User Groups
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Note: A filter for ATO objects is not needed. To extract data about ATO objects to aXML files, specify a role that includes privilege masks that allow a user to view ATO objects. When the selected role allows access to ATO objects, data about the ATO object itself is extracted and included in the aXML file. This information can be used to troubleshoot delivery issues. |
Following paragraphs describe how to create filters, and includes relevant guidelines. For example, when creating a filter, select your filtering options based on the needs of your integration. Selecting filtering options that result in more data than you need can have an adverse impact on the performance of your extractions. For example, if your integration only needs the details of the affected items of a change and not the full assemblies of those affected items, you should specify an item filter with a BOM option indicating Tab Only.
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Note: You can use any of the default filters when creating a subscriber or CTO if the properties meet your company's needs, or use them as templates when creating new filters. |
To create a filter:
In Java Client, select the Admin tab, and in the Admin tab, click the System Settings node.
Under System Settings, select the ACSs and then double-click the Filters node.
Click the New button. The Create Filter dialog box appears.
Type a name and a description of the filter in the specified fields.
Select an object class or base class from the Filter Object Type list.
Click the Down Arrow button next to the Viewable Tabs field to display the list of available tabs based on the selected class
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Note: The first tab (Title Block, General Information, or Cover Page) is required for every filter and is already selected for each object Type. |
Select any additional tabs you want in the filter.
Click OK.
Depending on which class you select and the tabs that are viewable in that class, the tab options displayed and available in the lower part of the Create Filter dialog box are updated.
Click the Drop down button to display the drop-down list of available tab filter options.
a. Select one of the following options from the BOM Options list:
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Note: This field is available only for classes with a BOM tab selected in the Viewable Tabs field for items or item-associated classes. |
Tab Only: extracts only the displayed table values.
Tab and Items: you provide a numeric value to indicate the number of levels to be extracted from the BOM, or you can check a box to indicate all levels.
b. Select one of the following options from the Attachments Options list:
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Note: This field is available only for classes with an Attachments tab selected in the Viewable Tabs field. |
Tab Only: only the Attachment information is packaged with the extracted data.
Tab and Files: all attachments are packaged with the extracted data.
c. Select one of the following options from the Affected Items Options list:
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Note: This field is available only for classes with an Affected Items tab selected in the Viewable Tabs field for changes or ECO, MCO, and SCO classes. |
Tab Only: only the Affected Items information is packaged with the extracted data.
Tab, Redline Content, and Items: all items and redline content are packaged with the extracted data. Redline content includes redline Title Block, BOM, AML, and Attachments data.
Tab and Redline Content: the Affected Items information and redline Title Block, BOM, AML, and Attachments redline data are packaged with the extracted data.
d. Select one of the following options from the AML Options list:
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Note: This field is available only for classes with a Manufacturers tab selected in the Viewable Tabs field for items or item-associated classes. |
Tab Only: only the manufacturer information is packaged with the extracted data.
Tab and Manufacturer Parts: all AML tab and manufacturer parts information is packaged with the extracted data.
e. Select one of the following options from the General Info Options list:
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Note: This field is available only for the Manufacturer Part class. |
Tab Only: only the manufacturer information is packaged with the extracted data.
Tab and Manufacturer: all manufacturers are packaged with the extracted data.
f. Select one of the following options from the Affected Prices Options list:
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Note: This field is available only for the Prices class or price-associated classes. |
Tab Only: only the price information is packaged with the extracted data.
Tab and Redline Content: all Prices and Redlined Price lines.
Click OK.
You can change the contents of a filter, if the filter is not assigned to a transfer order, or is not referenced by an enabled subscriber. However, if the filter is assigned to a transfer order, it is editable when the transfer order is completed.
If the filter is referenced by an enabled subscriber, you must disable the subscriber in order to edit the filter. For more information, see "Enabling and Disabling Subscribers."
When you edit a filter, if the attachment option is Tab and Files. Because Tab and Files, you can set the Include File Extensions field. This enables you to indicate the file extensions that you can include in the extract. If an extension is not specified, then all extensions are included. If on the other hand, an extension is specified, you can only include files ending the indicated extension(s).
For example, if you specify.doc as the extension (note that the period is not required), and a part that you are extracting has both a .doc and a .GIF attachment, only the .doc file is included in the extract. This option is not available when you create the filter, only when you are editing the filter.
To edit a filter:
In Java Client, select System Settings > Agile Content Service, and then double-click Filters. The Filters window appears.
Double-click the name of the filter you want to edit.
Edit the Name and Description fields on the General Information tab.
Make changes to other filter details on the Filter tab.
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Note: If you selected the Affected Items tab when you created your filter, you can choose to send only the BOM and AML redline changes from the Redline changes only drop-down list on the Filter tab. If you selected the Attachments tab along with the Tab and Files attachment option when you created your filter, you can choose files of only specific types to be included during export by entering a comma-separated list of file extensions in the Include File Extensions field. |
Click Save.
The Large Text Attribute field enables tracking attributes that contain more than 4000 characters. For example, HTML formatted text that PLM uses to generate data sheets and other similar documents.
These large data fields are generally stored in a separate location in the database and are referred to as CLOBs (character large objects) attribute in the database
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Note: Oracle and IBM DB2 provide a construct explicitly named CLOB. Other database systems support some form of the concept, labelled differently. |
You can only enable or disable a Large Text Attribute field through its P2 and/or P3 pages in the Edit filter dialog. See "To enable the large text attribute field:" below. You cannot enable or disable these fields in the Filter Creation dialog.
To enable the large text attribute field:
In Java Client, select System Settings > Agile Content Service, and then double-click Filters. The Filters window appears.
Double-click the name of the filter you want to enable or disable. For example, the Default Activity Filter. The Edit Filter dialog for the selected filter appears.
In the Large Text Options field, select the down arrow. The options selection dialog, listing Page Two and/or Page Three appears. See Figure 4-1.
In the options selection dialog, move Page Two and/or Page There from the Choices list to the Selected list.
Click OK.
Depending on the selected option in the Selection list, the selected option would appear in the Large Text Field Options field. For example, if you had moved Page Two, the following would appear in the Large Text Field Option.
Filters can be deleted only if they are not currently assigned to an existing transfer order or subscriber.
To delete a filter:
Under System Settings > Agile Content Service, double-click Filters. The Filters window appears.
Select the filter you want to delete.
Click the Delete button.
