1. Implementing Innovation Management
  2. Overview on Configuring Agile PLM

Overview on Configuring Agile PLM

This topic details the process of configuring Agile Product Lifecycle Management (PLM) to integrate with Innovation Management.

Prerequisites

Ensure that the configuration tasks are executed by an administrator with knowledge of both:

  • Oracle Agile PLM Java Client, and

  • Oracle Functional Setup Manager (FSM).

The administrator user must have all required Administrator-related privileges in Agile PLM.

These Agile PLM versions can be integrated with Innovation Management:

  • Oracle Agile PLM 9.3.6 or any Release Update Pack installed

OR

  • Oracle Agile PLM 9.3.5 with Hot Fixes 15 and 24 installed, or any Release Update Pack installed

OR

  • Oracle Agile PLM 9.3.4 with Hot Fixes 1, 2, 3, 11, 26, 43, 52, and 146 installed

as per the guidelines in the Agile Installation documentation.

You must also complete the Agile PLM 9.x ("A9") and File Manager Web Services Setup Checklist to configure web service security.

Configuration Process

This table lists required configuration tasks, which must be completed in the numbered sequence.

Task

Summary

1. Create a service request to exchange security certificate information.

Exchange security certificates between the Agile PLM and Innovation Management systems.

2. Import the Innovation Management security certificate to Agile PLM.

Use Enterprise Manager to import the security certificate that you receive from Support.

3. Enter the Agile PLM WebServices URL into Oracle Cloud

Configure Application Development Framework (ADF) connections - web service connections - in Enterprise Manager and enable the SAML policy (OWSM policy oracle/wss11_saml_token_with_message_protection_client_policy) on client side.

4. Make sure the endpoint is visible from outside your firewall

Confirm that the endpoint is accessible.

5. Create Innovation Management users in Agile PLM

Create users in Agile PLM with user IDs identical to those in Innovation Management.

Or, configure Agile PLM to use the same LDAP server as Innovation Management

Set up Oracle Identity and Access Management.

See the Oracle Agile PLM Administrator Guide.

6. Enable Innovation Management attributes in Agile PLM

Enable Page Two attributes in Agile PLM Java client for Innovation Management Cloud.

7. Add Innovation Management attributes to required privileges in Agile PLM

Enable appropriate roles for Innovation Management users in Agile PLM.

Enable Read Items, Modify Preliminary Items, and Modify Released Item privileges for Innovation Management users in Agile PLM.

8. Configure Reference Objects in Agile PLM

Create reference objects in Agile PLM to support linking back from Agile PLM to Innovation Management.

9. Set privileges for Innovation Management users to interact with Agile PLM reference objects

Create Discovery and Read privileges for reference objects.

10. Configure and activate the connector

Verify the connector can communicate between the two products.

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