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Agile Product Lifecycle Management Getting Started Guide
Release 9.3.6
E71144-01
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Contents
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Documents
Conventions
1
Introduction
1.1
What is in this Manual
1.1.1
This Manual Precedes the Solution Manuals
1.1.1.1
Agile PLM Basics
1.1.1.2
Cross-Solution Utilities in Agile PLM
1.2
Overview of the Agile PLM Suite
1.2.1
What's New for the User Experience in Agile PLM 9.3.6
1.2.2
What's New for the User Experience in Agile PLM 9.3.5
1.2.3
What's New for the User Experience in Agile PLM 9.3.4
1.2.4
What's New for the User Experience in Agile PLM 9.3.3
1.2.5
What's New for the User Experience in Agile PLM 9.3.2
1.2.6
What's New for the User Experience in Agile PLM 9.3.1
1.2.7
What's New for the User Experience in Agile PLM 9.3
2
Navigating in Agile Web Client
2.1
Introducing Web Client
2.1.1
Logging In to Web Client
2.1.2
Bookmarking Web Client in Your Browser
2.1.3
Choosing Your Preferred Start Page
2.1.4
Logging Out of Web Client
2.2
Web Client Home Page
2.3
Exploring the Home Page
2.3.1
Quick Links
2.3.2
Inbox Tabs
2.3.2.1
Dashboard
2.3.2.2
Viewing the Dashboard
2.3.2.3
Dashboard Tabs
2.3.2.4
My Stuff Tab
2.3.2.5
Optional Tabs
2.3.2.6
Manipulating the Dashboard Widgets
2.3.2.7
Configuring Dashboard Tab Widgets
2.3.2.8
Notifications
2.3.2.9
Workflow Routings
2.3.2.10
Using the Workflow Routings Tab
2.3.2.11
My Assignments
2.3.2.12
My Assignments Table
2.3.2.13
My Assignments Tab Tools
2.3.2.14
Using the View Options to Sort your Assignment List
2.3.2.15
Editing Assignments
2.3.2.16
Accepting Assignments
2.3.2.17
Declining Assignments
2.3.2.18
Mark Assignments Complete
2.3.2.19
Printing the Assignment Table
2.3.2.20
Hiding and Unhiding Assignments
2.3.2.21
Flagging Assignments
2.3.2.22
Using the Quick View Dialog
2.4
Top Pane Main Toolbar
2.5
Navigation Pane
2.5.1
Showing and Hiding the Navigation Pane
2.5.2
Navigation Pane Toolbar
2.5.2.1
Web Client Session Timeouts
2.5.3
Navigation Pane Folders Drawer
2.5.3.1
Search Folders
2.5.3.2
Shortcuts
2.5.4
Using Online Help
2.5.5
Reports and Analytics Folders
2.5.6
Navigator Drawer
2.5.6.1
Navigating Workflow Routings
2.5.6.2
Navigating Search Results
2.5.6.3
Navigating Object Structures
2.5.6.4
Navigating the Project Tree
2.6
Changing Your User Settings
2.6.1
Changing Your User Profile
2.6.1.1
User Preferences
2.6.1.2
Persisted User Interface Settings
2.6.1.3
User Profile Tabs
2.6.1.4
Creating Personal Criteria
2.6.2
Changing Your Password
2.6.3
Signoff Authority Transfers
2.6.4
Working with Escalations in Web Client
2.7
Web Client Address Book: Users, User Groups, Functional Teams, and Supplier Groups
2.7.1
Address Book, Users Tab
2.7.2
Address Book, User Groups Tab
2.7.2.1
Creating Personal User Groups
2.7.2.2
Editing Personal User Groups
2.7.2.3
Deleting Personal User Groups
2.7.2.4
Undeleting Deleted Personal Groups
2.7.2.5
Creating a New Group Using Save As on a Deleted Personal Group
2.7.3
Address Book, Functional Teams Tab
2.7.3.1
Deleting Functional Teams
2.7.3.2
Creating a New Functional Team Using Save As on a Deleted Functional Team
2.7.4
Creating Personal Supplier Groups
2.8
Working with Web Client Tables
2.8.1
Viewing and Opening Table Objects
2.8.2
Selecting Rows in Tables
2.8.3
Table Views
2.8.3.1
Sort Order in Tables
2.8.3.2
Defining Table Views
2.8.4
Web Client Tab Content Indicator Icons
2.8.5
Adding Objects to Tables
2.8.6
Editing and Modifying Tables
2.9
Using and Organizing Bookmarks
2.9.1
Bookmarking
2.9.1.1
Using a Bookmark
2.9.2
Organizing Bookmarks
2.9.2.1
Buttons on the Web Client My Bookmarks Toolbar
2.9.2.2
The Organize Bookmarks Dialog
2.9.2.3
Deleting a Bookmark
2.9.3
Renaming a Bookmark or a Bookmark Folder
2.9.4
Using Folders to Organize Bookmarks
2.9.4.1
Creating a Bookmark Folder
2.9.4.2
Reordering the Contents of a Bookmark Folder
2.9.4.3
Removing a Bookmark Folder
2.9.4.4
Renaming a Bookmark or a Bookmark Folder
2.9.4.5
Moving Bookmarks and Folders
2.10
Using the Recently Visited List
2.11
User Properties Defined
3
Navigating in Agile Java Client
3.1
Navigating in Agile Java Client
3.1.1
Logging In and Out of Java Client
3.1.2
Java Client Windows, Menus, and Toolbars
3.1.2.1
Java Client Menus
3.1.2.2
Agile Scan Utility
3.1.2.3
Java Client Toolbars
3.1.2.4
Windows Bar
3.1.2.5
Hiding and Showing the Navigation Pane
3.1.3
Java Client Tables
3.1.3.1
Sort Order in Tables
3.1.3.2
Selecting Rows in Tables
3.1.4
Using the Inbox
3.1.4.1
Notifications
3.1.4.2
Workflow Routings
3.1.5
Using Bookmarks and the Recently Visited List
3.1.5.1
Bookmarking
3.1.5.1.1
Organizing Bookmarks
3.1.5.1.2
The Organize Bookmarks Window
3.1.5.1.3
Removing Bookmarks
3.1.5.1.4
Renaming Bookmarks
3.1.5.2
Recently Visited List
3.1.6
Changing Your User Settings
3.1.6.1
Changing Your User Profile
3.1.6.1.1
User Preferences
3.1.6.2
Changing Your Password
3.1.6.2.1
Persisted User Interface Settings
3.1.6.3
Working with Escalations in Java Client
3.1.6.4
Creating Personal Criteria
3.1.6.5
Editing Personal Criteria
3.1.7
Address Book in Java Client
3.1.7.1
Overview of the Address Book
3.1.7.2
Selecting Users and User Groups from the Address Book
3.1.8
User Groups
3.1.8.1
Creating User Groups
3.1.8.2
Completing or Editing User Groups
3.1.8.3
Deleting Personal User Groups
3.1.9
Creating Supplier Groups
4
Concepts and Terms in Agile PLM Solutions
4.1
Introducing Agile Objects
4.1.1
How Objects Appear
4.1.2
Agile Object Types
4.2
Installed Agile Classes, Base Classes, and Subclasses
4.2.1
Discovery and Read Privileges
4.2.2
Routable and Nonroutable Objects
4.2.2.1
Routing Managers
4.3
Other Important Concepts in Agile
4.3.1
Login Security and Passwords
4.3.2
Object Subscriptions, Relationships, and Sharing
4.3.3
File Folder Objects and Attachment Files
4.3.4
Searching for Data
4.3.5
Agile Packages
4.3.6
Exporting Data
4.4
Product Collaboration Process
4.4.1
Bills of Material
4.4.2
Approved Manufacturer Lists
4.4.3
Change Control Process
4.4.3.1
Objects and Change Control
4.4.3.2
Affected Items
4.4.3.3
Redlining BOMs, Manufacturers, and Attachment Files
4.4.3.4
Workflows
4.4.3.5
Change Control Process
4.4.3.6
A Typical Change Control Process
4.5
Product Portfolio Management Process
4.5.1
Common Terms in PPM
4.6
Product Quality Tracking Process
4.6.1
Common Terms in PQM
4.7
Product Cost Management Process
4.7.1
Common Terms in PCM
4.8
Product Governance and Compliance Process
4.8.1
Common Terms in PG&C
4.9
Engineering Collaboration Process
5
Working with Business Objects in Web Client
5.1
Creating Objects
5.1.1
Actions Menu
5.1.2
Creating Objects in Web Client Using the Create New Command
5.1.3
Creating an Object Using Save As
5.1.3.1
Site Change Order Save As Limitations
5.1.3.2
Design File Change Order (DFCO) Save As Limitations
5.1.4
Adding Objects to Tables
5.1.4.1
Adding Objects to Tables by Type-ahead Search
5.1.4.2
Adding Objects to Tables by Quick Search
5.1.4.3
Adding Objects to Tables by Create New
5.1.4.4
Adding Objects to Tables by Drag and Drop
5.1.4.5
Adding Objects to Tables by Copy and Paste
5.1.4.6
Adding Objects to Tables by Custom Search
5.1.4.7
Adding Objects to Tables from Excel by Copy and Paste
5.1.4.8
Editing and Modifying Tables
5.1.4.9
Editing Table Cells in Web Client
5.1.4.10
Using Fill-Up and Fill-Down in Web Client Tables
5.2
Modifying Date and Time Fields
5.2.1
Using the Calendar to Modify Date Fields
5.2.2
Manually Modifying Date and Time Fields
5.3
Selecting Users or User Groups to Modify a Field
5.4
Modifying List Fields
5.5
Viewing the Contents of LargeText Fields
5.6
Modifying LargeText Fields
5.6.1
LargeText Field HTML Editor
5.6.2
Modifying LargeText Journal Fields
5.6.3
Modifying LargeText Non-journal Fields
5.6.4
Comparing Historical LargeText Field Edits
5.6.5
Viewing LargeText Field Redline Edits
5.7
Printing Object Tabs
5.8
Emailing Objects
5.9
Smart URL Quick Access to Objects, Files, and Searches
5.9.1
Agile-Generated Quick Access Object Smart URLs
5.9.2
Using Quick Access Object Smart URLs
5.9.3
Formats for User-Generated Smart Object URLs
5.9.3.1
Smart Object URL Format
5.9.3.2
Examples of Quick Access Object Smart URLs
5.10
Discussion Objects
5.10.1
Creating and Viewing Discussions
5.10.2
Adding To and Editing Discussions
5.11
Sharing Objects with Other Users
5.12
Subscribing to Objects
5.12.1
Subscribing to an Item or Price Revision
5.12.2
Subscribing to Attachments by Using the File Folder
5.12.3
Subscribing to Objects
5.12.4
Subscription in Product Portfolio Management
5.13
Relationships and Dependencies Between Objects
5.13.1
What are Relationships?
5.13.2
What are Revision-Specific Relationships?
5.13.3
Relationships Tab
5.13.3.1
Relationships Tab Views
5.13.3.2
Relationship Tab Actions in Web Client
5.13.3.3
Using the Web Client Relationship Tab Views
5.14
Adding Relationships to Objects
5.14.1
Viewing Reference Objects
5.14.2
Selecting a Revision
5.14.3
Accepting or Rejecting a New Revision
5.15
Editing the Relationships Table
5.16
Removing Relationships
5.17
What is a Relationship Rule?
5.17.1
Relationship Rule Guidelines
5.17.2
Adding a Rule to a Relationship
5.17.3
Editing a Relationship Rule
5.17.4
Removing a Relationship Rule
5.18
Relationships in PQM
5.19
Deleting Objects
6
Working with Business Objects in Java Client
6.1
Interacting with Agile Objects: Actions and Tabs
6.1.1
More Menu
6.1.2
Object Tabs
6.2
Creating Objects
6.2.1
Creating Objects in Java Client Using the New Command
6.2.2
Creating an Object Using Save As
6.2.2.1
Site Change Order Save As Limitations
6.2.3
Adding Objects to Tables
6.2.3.1
Item Addition Rules
6.3
Modifying Date and Time Fields
6.3.1
Using the Calendar to Modify Date Fields
6.3.2
Manually Modifying Date and Time Fields
6.4
Modifying List Fields
6.5
Printing Object Tabs
6.6
Emailing Objects
6.7
Quick Access to Objects, Files, and Searches
6.8
Discussion Objects
6.9
Sharing Objects with Other Users
6.10
Subscribing to Objects
6.10.1
Subscribing to an Item or Price Revision
6.10.1.1
Subscribing to Attachments by Using the File Folder
6.10.1.2
Subscribing to Objects
6.10.2
Subscription in Product Portfolio Management
6.11
Relationships and Dependencies Between Objects
6.11.1
What are Relationships?
6.11.2
Relationships Tab
6.11.2.1
Relationships Tab Views
6.11.2.2
Relationship Tab Actions
6.11.2.3
Using the Table Filter
6.11.3
Adding Relationships to Objects
6.11.4
Editing the Relationships Table
6.11.5
Removing Relationships
6.11.6
What is a Relationship Rule?
6.11.6.1
Relationship Rule Guidelines
6.11.6.2
Adding a Rule to a Relationship
6.11.6.3
Editing a Relationship Rule
6.11.6.4
Removing a Relationship Rule
6.11.7
Relationships in PQM
6.12
Deleting Objects
7
Working with Agile Reports
7.1
About Reports
7.1.1
Types of Reports
7.1.2
How Your Roles and Privileges Affect Reports
7.2
General Info Tab
7.3
Layout Tab
7.3.1
Creating Standard Report Layouts
7.3.2
About Standard Report Layouts with Multiple Headers
7.3.3
Creating Custom Report Layouts
7.3.4
Creating a Standard Layout
7.3.5
Editing Standard Report Layouts
7.3.6
Editing Custom Report Layouts
7.3.7
Deleting Report Layouts
7.4
Schedule Tab
7.5
Historical Report Tab
7.6
Working with Standard Reports
7.6.1
Accessing Standard Reports
7.7
Working with Custom Reports
7.7.1
Creating a Custom Report
7.7.2
Creating a New Query
7.7.3
Conditions to Edit and Save a Query
7.7.4
Using a Saved Search
7.7.5
Executing Custom Reports
7.7.6
Deleting and Undeleting Custom Reports
7.8
Working with External Reports
7.8.1
Creating an External Report
7.8.2
Executing an External Report
7.9
The Report Output Window
8
Finding Agile Data with Searches
8.1
Overview of Search Tools
8.1.1
Types of Searches
8.1.1.1
Web Client, Types of Searches
8.1.1.2
Search Preferences
8.1.1.3
Java Client, Types of Searches
8.1.2
User Roles and Searchable Objects and Attributes
8.1.2.1
How Discovery Privileges Affect Searches
8.1.2.2
How Field-Level Read Privileges Affect Searches
8.1.3
Search Results
8.1.3.1
LargeText Fields in Search Results
8.1.3.2
Exporting Search Results
8.2
Saved Searches
8.2.1
Predefined System Searches
8.2.2
Running a Saved Search
8.2.3
Running Saved "Prompt at Runtime" Searches
8.3
Quick Searches
8.3.1
Quick Search Overview
8.3.2
Web Client Quick Search
8.3.2.1
Perform a Quick Search in Web Client
8.3.2.2
Web Client Name/Number/Description Field Searches
8.3.3
Java Client Quick Search
8.3.3.1
Perform a Quick Search in Java Client
8.4
Quick Searches and Wildcard Characters
8.4.1
Using Wildcard Characters
8.4.1.1
Special Characters as Part of Words
8.5
Full Text Search for Content in Attachment Files
8.5.1
Using Quick Search to Find Attachment File Content
8.5.1.1
"Stop" Words
8.5.2
Using Attachment Content Advanced Search Capabilities
8.5.2.1
Concept Search and Stem Search
8.6
Preconfigured Parametric Searches
8.6.1
Parametric Search Window
8.6.1.1
Parametric Search Window in Web Client
8.6.1.2
Running a Preconfigured Parametric Search in Web Client
8.6.1.3
Parametric Search Window in Java Client
8.6.1.4
Running a Preconfigured Parametric Search in Java Client
8.7
Saving a Search
8.7.1
Saving a Parametric Search as an Advanced Search
8.8
Using Save As to Save a Search
8.9
Advanced Searches
8.9.1
Overview of Advanced Searches
8.9.2
Basic Process to Create an Advanced Search
8.9.3
Some Caveats about Advanced Searches
8.9.3.1
Using Saved Searches to Create your Advanced Search
8.9.3.2
Complexity between Search Criteria and Output Display
8.9.3.3
Searching for Space Characters in Text Fields
8.9.3.4
Difference in Caching Search Attributes in Web Client and Java Client
8.9.4
Creating an Advanced Search in Web Client
8.9.4.1
A. Select the Search Type, Web Client
8.9.4.2
B. Define the Search Criteria, Web Client
8.9.4.3
C. Define a Custom Output Display, Web Client
8.9.4.4
D. Save and Run the Search, Web Client
8.9.4.5
Edit the Search After Running It, Web Client
8.9.5
Creating an Advanced Search in Java Client
8.9.5.1
A. Select the Search Type, Java Client
8.9.5.2
B. Define the Search Criteria, Java Client
8.9.5.3
C. Define a Custom Output Display, Java Client
8.9.5.4
D. Save and Run the Search, Java Client
8.9.5.5
Edit the Search After Running It, Java Client
8.9.6
Selecting Search Operators
8.9.6.1
Search Operators and Attribute Types
8.9.6.2
Searching with Date and Time Criteria
8.9.6.3
Limited Search Operators for Orphaned Item Search Criteria
8.9.7
Using And/Or Values in Advanced Searches
8.9.7.1
Using And/Or - An Example
8.9.8
Using Parentheses in Search Definitions
8.10
Where-Used Searches for Items
8.10.1
Searching on Rev-Specific Values
8.10.2
Where-Used Search Types
8.10.2.1
Where-Used - All Levels - Latest Released Revision Only
8.10.2.2
Where-Used - Top Level - Latest Released Revision Only
8.10.2.3
Where-Used - One Level - Latest Released Revision Only
8.10.2.4
Where-Used - One Level - All Released Revisions
8.10.3
Where-Used Set Operators
8.10.3.1
Union
8.10.3.2
Intersection
8.10.3.3
Minus
8.10.4
Creating a Where-Used Search in Web Client
8.10.5
Creating a Where-Used Search in Java Client
8.11
Where-used Searches for File Folders
8.12
Version-Specific Properties and File Folder Object Searches
8.12.1
Version-Specific Properties and File Folder Object Searches
8.13
Relationship Searches
8.14
Searching for Users and User Groups
8.15
Searching for Routable Objects with Workflow Attributes
8.15.1
Creating Workflow Searches
8.15.2
Creating Grouped Conditions for Workflow Searches
8.15.2.1
Tips and Guidelines for Grouped Conditions
8.16
Editing and Managing Searches and Search Folders
8.16.1
Buttons in the Web Client Searches Toolbar
8.16.2
Buttons and Right-click Menu Choices in the Java Client Search Toolbar
8.16.3
Organizing Searches
8.16.3.1
The Web Client Organize Searches Window
8.16.3.2
The Java Client Organize Searches Window
8.16.4
Editing Searches
8.16.4.1
Editing a Search in Web Client
8.16.4.2
Editing a Search in Java Client
8.16.5
Renaming a Search
8.16.6
Deleting a Search
8.16.7
Using Folders to Organize Bookmarks
8.16.7.1
Creating a Folder
8.16.7.2
Removing a Folder
8.16.7.3
Renaming a Folder
8.16.7.4
Moving Searches and Folders
8.17
Smart URL Quick Access to Searches
8.17.1
Formats for User-Generated Smart Object URLs for Searches
8.17.1.1
Smart Object Search URL Formats
8.17.1.2
Quick Search Smart Object URL Examples
8.17.1.3
Basic Search Smart Object URL Examples
8.17.1.4
Advanced Search Smart Object URL Examples
8.17.1.5
Saved Search Smart Object URL Examples
9
Routing Objects with Workflows
9.1
About Workflows
9.2
Status List
9.2.1
Show/Hide Workflows within a Class
9.3
Multiple Hold and Cancel Status
9.4
Default Workflows
9.4.1
Changes Base Class Default Workflows
9.4.2
Transfer Order Class Default Workflows
9.4.3
Product Service Request Class Default Workflows
9.4.4
Project Base Class Default Workflows
9.4.5
Default Packages Workflow
9.4.6
Default File Folders Workflow
9.5
Example of a Customized Workflow
9.6
Using Workflows in the Change Control Process
9.6.1
Selecting a Workflow
9.7
Working with Workflows
9.7.1
Switching a Routable Object from One Status to Another Status
9.7.1.1
Switching the Status of a Routable Object
9.7.1.2
Save Routing Slip Content when Advancing Change
9.7.2
Auditing Routable Objects
9.7.2.1
Status Audit, Conditions Audited
9.7.2.2
Release Audit, Conditions Audited
9.7.2.3
Modifying the Make/Buy Field on the Item Sites Tab
9.7.2.4
Performing a Status Audit
9.7.2.5
Performing an Audit Release
9.7.3
Autopromotion Failure
9.7.3.1
Redline Conflicts
9.7.3.2
Ability to Fail Autopromote More than Once within same Change Status
9.7.4
Demoting a Routable Object
9.7.5
Completing the Status Change
9.7.5.1
Completing the Status Change for a Review or Released Status
9.7.5.2
Discovery Privileges of Approvers, Acknowledgers, Observers, and Users to Notify
9.7.6
Handling Routed Changes
9.7.6.1
When to Add Approvers, Acknowledgers, and Observers
9.7.6.2
Adding and Removing Approvers, Acknowledgers, and Observers
9.7.6.3
Web Client, Adding and Removing Approvers, Acknowledgers, and Observers
9.7.6.4
Web Client, Resolve Duplicate Signoff Users
9.7.6.5
Java Client, Adding and Removing Approvers and Observers
9.7.7
Using Functional Teams with Routable Objects
9.7.7.1
Resolving Missing Users
9.7.8
Approving Routable Objects
9.7.9
Rejecting Routable Objects
9.7.10
Acknowledging Routable Objects
9.7.11
Reminder Period and Review Escalation Period
9.7.12
Designated Escalation Person
9.7.13
Transferring Signoff Authority
9.7.13.1
Routable Objects Affected During the Transfer Period
9.7.13.2
Modifying Signoff Authority Transfers
9.7.13.3
Deleting Signoff Authority Transfers
9.7.14
Defining Personal Criteria for Authority Transfers
9.7.15
Returning a Routable Object to the Originator
9.7.16
Canceling a Routable Object
9.7.17
Uncanceling a Routable Object
9.7.18
Putting a Routable Object on Hold
9.7.19
Releasing Routable Objects
9.7.20
Unreleasing Routable Objects
9.7.21
Multiple Released Status Types
9.7.21.1
Use Case of First Released Status
9.7.22
Adding Comments to the History Tab
9.7.22.1
Sending Comments to all Previous and Current CCB Members
9.7.23
Changing a Routable Object's Subclass
9.8
After a Routable Object is Released
9.9
Switching Routable Objects to Their Final Status
9.10
Redlining through ECOs, MCOs, PCOs and SCOs
9.10.1
Redlining through ECOs
9.10.2
Redlining through MCOs
9.10.3
Redlining Prices through PCOs
9.10.4
Redlining through SCOs
9.11
Deleting Routable Objects
9.12
Printing Routable Object's Data
10
Working with Attachments
10.1
What are Attachments?
10.1.1
Attachment Files and Agile File Folders: an Analogy to Papers, Desks, and Vaults
10.1.2
Agile Document Management: Even More Efficient than Doris
10.1.3
What are Attachment Versions?
10.2
Working with the Attachments Tab of Business Objects
10.2.1
Buttons on the Attachments Tab
10.2.1.1
Attachment Tab Buttons, Web Client
10.2.1.2
Attachment tab buttons, Java Client
10.3
Basic Procedures on the Attachments Tab
10.3.1
Getting Attachment Files
10.3.2
Getting Files in Web Client
10.3.2.1
Web Client, Get Files using Microsoft IE
10.3.2.2
Web Client, Get Files using Firefox
10.3.2.3
Web Client, Get files using Chrome:
10.3.2.4
Web Client, Get Files using Safari for Windows
10.3.2.5
Getting Structured Files in Web Client
10.3.3
Java Client, Getting Attachment Files
10.3.4
Java Client, Batch Get
10.3.4.1
Opening Attachment Files in their Native Applications
10.3.5
Printing Attachment Files
10.3.5.1
About Banners and Watermarks on the Printed Image
10.3.6
Accessing Different Versions of Attachments
10.3.7
Using the File Folder Version Browser
10.4
Adding and Removing Files by Using the Attachments Tab
10.4.1
Adding Attachment Files from your Local Disk or Network
10.4.1.1
Web Client File Uploader Tools
10.4.1.2
Web Client File Upload Selector
10.4.1.3
Web Client File Upload Manager
10.4.1.4
Java Client, Using the Java Upload/Download Tool
10.4.2
Add Files by Search Options
10.4.2.1
Add by Search for Existing File Folder
10.4.3
Adding a URL
10.4.4
Adding Files by using SaveAs to Create a New Business Object
10.4.5
Removing Attachments from the Attachments Tab
10.4.6
Editing the Attachments Table
10.5
Revising Attachment Files
10.5.1
Web Client, Checking Out Attachment Files
10.5.2
Java Client, Checking Out Attachment Files
10.5.3
Web Client, Checking in Revised Attachment Files
10.5.4
Java Client, Checking In Revised Attachment Files
10.5.5
Canceling Checkouts
10.5.6
Checksum File Validation
10.6
About Item Revisions and File Folder Versions
10.6.1
Revision and Version Defined for Agile PLM
10.6.2
Viewing a Different Revision
10.6.3
Introductory Revisions
10.6.4
How the Revision List Works
10.6.4.1
How Rev and Site Lists are Determined
10.6.4.2
Samples of Rev Lists with ECO, MCO, and SCO
10.6.4.3
Working with Pending Revisions
10.6.4.4
Attachments on Pending Revisions
10.6.5
Effects of CopyFilesToRev SmartRule
10.6.6
Availability of Attachment Operations
10.7
Viewing and Redlining Attachment Files in the AutoVue for Agile Viewer
10.7.1
Redlining or Marking Up Files in AutoVue for Agile
10.7.1.1
Marking Up or Redlining Attachment Files from an ECO
10.7.1.2
Marking Up or Redlining Attachment Files from an ECR
10.7.2
Configuring File Associations for Opening Files in Web Client
10.8
Smart URL Quick Access to Files
10.8.1
Generating Attachment Quick Access URLs
10.8.2
Agile-Generated Attachment Quick Access URLs
10.8.3
User-Generated Attachment Quick Access Smart URL Formats
10.8.3.1
Item Attachment Quick Access Smart URL Formats
10.8.3.1.1
Limitations for Item Object Attachment Quick Access Smart URLs
10.8.3.2
File Folders Quick Access Smart URL Formats
10.8.3.3
Program Content Quick Access Smart URL Formats
10.8.4
Accessing Attachment Files using Quick Access URLs
10.9
Scan Utility
10.9.1
Installing a Scanner
10.9.2
Using the Scan Utility
11
Working with File Folders
11.1
What are File Folders?
11.1.1
Why Use and Modify File Folders Directly?
11.1.1.1
Advantages of File Folders
11.2
Working with File Folders
11.3
File Folder Tabs, Buttons and Menus
11.3.1
File Folder Tabs
11.3.1.1
Where Used Tab, File Folder
11.3.2
Buttons on the Files Tab
11.3.2.1
Buttons on Files tab in Web Client
11.3.2.2
Buttons on Files tab in Java Client
11.3.3
Working with the Files Tab of File Folders
11.3.3.1
Fields on the Files Tab
11.3.4
Opening and Viewing Contents of File Folders
11.3.4.1
Web Client, Getting File Folder Files
11.3.4.2
Java Client, Getting File Folder Files
11.3.4.3
Java Client, Batch Get
11.4
Switching Between Versions
11.5
Routing and Reviewing File Folders
11.6
Printing Attachment Files
11.6.1
About Banners and Watermarks on the Printed Image
11.7
Creating File Folders
11.7.1
Revising File Folders
11.8
Adding Attachment Files and URLs to File Folders
11.8.1
Using the Java Upload/Download Tool
11.8.2
Adding URLs
11.8.3
Editing the Files Table
11.9
Deleting Attachment Files and URLs from File Folders
11.10
Purging Unused File Folder Versions
11.10.1
Why Purge Unused File Folder Versions?
11.11
Getting and Revising Attachment Files and File Folders
11.11.1
Getting Attachment Files or File Folders
11.11.1.1
Web Client, Getting Files
11.11.1.2
Java Client, Get Files
11.11.1.3
Java Client, Batch Get
11.11.1.4
Checkout and Checkin to Revise Attachment Files or File Folders
11.11.1.5
Canceling Checkouts
11.11.1.6
Ad Hoc Redlining or Marking Up of Attachment Files from the File Folder
11.12
Other File Folder Operations
11.12.1
Performing a Mass Update of a File Folder
12
Working with Design Objects
12.1
What are Design Objects?
12.2
Design object Actions Menu
12.2.1
View All Versions
12.2.2
Save As, Design Objects
12.2.3
Purge Version, Design Objects
12.2.4
Load to CAD, Design Objects
12.2.5
Mass Update, Design Object
12.3
Design Title Block Tab
12.4
Using the Design Object Navigator
12.5
Design Object Files Tab
12.5.1
Adding Files to the Design Object Files Tab
12.6
Structure Tab of Design Objects
12.6.1
Structure Tab Buttons
12.6.2
Using Structure Go To
12.7
Routing and Reviewing Design Objects
12.8
Relationships Tab, Design Object
12.9
Where Used Tab, Design Object
12.10
Where Used Query
13
Working with Design File Change Orders (DFCOs)
13.1
What are Design File Change Orders?
13.2
The Design File Change Order (DFCO) Object
13.3
The DFCO File Publishing Process
13.4
Creating DFCOs
13.4.1
Routing DFCOs for Approval
13.4.2
Deleting DFCOs
13.5
Working with the Affected Files Tab
13.5.1
The Affected Files Tab
13.5.1.1
Affected Files Tab Attributes
13.5.1.2
Change Sequence
13.5.1.3
Affected Files Tab Buttons and Actions
13.5.1.4
Adding File to the Affected Files Table
13.5.1.5
Removing Files from the Affected Files Table
13.5.2
Redline/Markup Table
13.5.2.1
Redline/Markup Table Attributes
13.5.2.2
Redline/Markup Table Buttons and Actions
13.5.2.3
Adding Redline/Markups
13.5.2.4
Associate Redlines – Consolidating Redlines
13.5.2.5
Removing Redlines
13.5.3
Title Block Version-Specific Attributes
13.6
Publishing the DFCO
14
Working with Thumbnails
14.1
What are Thumbnails?
14.2
Viewing Thumbnails in Search Results Tables
14.3
Viewing Thumbnails in Object Tab Tables
14.4
Viewing Thumbnails on Title Page and General Info Tabs
14.5
Using the Thumbnail Navigator
14.6
Viewing Thumbnails in the Quick View Palette
14.7
Thumbnail User Privileges
A
Deleting Agile Objects
A.1
Soft Delete and Hard Delete Defined
A.2
Soft-Deleting an Object
A.3
Undeleting an Object
A.4
Hard-Deleting an Object
A.5
Notes about Deleting Specific Agile Object Types
A.5.1
Notes about Deleting Item Objects
A.5.2
Notes about Deleting Change Objects
A.5.3
Notes about Deleting Transfer Order Objects
A.5.4
Notes about Deleting PSR or QCR Objects
A.5.5
Notes about Deleting Sourcing Project, RFQ and RFQ Response Objects
A.5.6
Notes about Deleting Package Objects
A.5.7
Notes about Deleting Manufacturer Objects
A.5.8
Notes about Deleting Site Objects
A.5.9
Notes about Deleting User Objects
A.5.10
Notes about Deleting User Group Objects
A.5.11
Notes about Deleting PG&C Objects
Glossary
