Map to External Systems

Use the Manage Mapping to External System task to define entities, entity subtypes (subclass), and their relationships to corresponding entities in external PLM.

The configuration of entities in this task determines their availability and usage in all Innovation Management integration use cases.

Edit Base Entities

The connector template you use contains a nonnegotiable list of base entities. You can't add an entity that's absent from the list.

Note: You must duplicate a template connector and modify the copy. The connector template isn't modifiable.
  1. Select the required connector from the Connector Name menu to view entities associated with it.

  2. Click the New icon or New option from the Actions menu in the Entity pane to add entities from a list specific to each connector.

Edit or Remove Entity Subtypes

Some entities may contain subtypes that you can configure for additional value in an entity definition, and to appear in the Quick View of a PLM item in Innovation Management.

Note: Removing subtypes deletes all related records like assigned attributes and mappings. Deleting subtypes from an active connector can cause errors in active sessions.

Select an entity and click the New icon or New option from the Actions menu in the Entity pane, to add subtypes which are defined in the Agile PLM application for the selected base entity.

Edit an Entity

Select an entity and click the Edit icon or Edit option from the Actions menu in the Entity pane, to modify the entity name..

Define Individual Attributes of Entities

Among other options, decide the order of visibility of each attribute, and if it can be found in the Innovation Management search options.

  1. Select an entity from the Entity pane to view its attributes in the Attribute pane.

  2. Click the New icon or New option from the Actions menu in the Attributes pane to add attributes from a list predefined per entity.

  3. Select an attribute and click the Edit icon or Edit option from the Actions menu in the Attributes pane to edit it.

Note: Attributes common to all subtypes, configured at the entity level in Innovation Management, are also known as Title Block or Page Two attributes in the Agile PLM Java Client.Attributes particular to some subtypes, configured at the subentity level in Innovation Management, are also known as Page Three attributes in the Agile PLM Java Client.

The following table lists and describes the attributes you can configure.

Value

Description

Attribute Name

Enter the name of the field as intended for display for users.

The modifiable name is the label of the attribute seen in Innovation Management, such as in Quick View or the search results table.

API Name

The auto-generated, unique system-wide identifier for objects in Oracle Agile PLM.

API Name is a read-only value field.

Data Type

A predefined value indicating the type of attribute.

Values include: SINGLELIST_DISPLAYVALUE, SINGLELIST_KEY, MULTILIST_DISPLAYVALUE, INTEGER, DATE, STRING, MONEY_AMOUNT, MONEY_CURRENCY, DOUBLE, UNITOFMEASURE_AMOUNT, UNITOFMEASURE_UNIT.

Data Type Length

A predefined value indicating the number of bytes that you can enter in the field.

Scale

Enter the number of digits required after the decimal point (in a numeric field only). This setting must be greater than or equal to zero (0).

Searchable Indicator

Enable or disable the attribute from being added as search criteria in the Innovation Management search options for Parts, Items, Designs and Relationships.

Attributes from relation entities like part structure aren't searchable.

Search Result Sequence

Indicate the column order in which you require the attribute field to appear in search results within Innovation Management.

Note: An empty value or a value less than 0 implies that the attribute isn't displayed.

Quick View Sequence

Indicate the row order in which you require the attribute field to appear in the Quick View box that's displayed on hovering over a PLM item within Innovation Management.

Note: An empty value or a value less than 0 implies that the attribute isn't displayed.

Default Value

Assign a default value to be used for the attribute field in Innovation Management, if the user doesn't provide a value.

Default values are relevant in the following use cases:

  • In search results, when no value is defined in Agile PLM

  • When creating objects in Agile PLM.

For example, all attributes denoting currency have a default value of USD, as an Innovation Management user can't specify the currency type. In Oracle Agile PLM, the currency value of a business object obtained from Innovation Management is automatically appended with the value USD.

Is Hover Over

Use the checkbox to enable or disable the attribute from being displayed as a Quick View attribute in Innovation Management.

Is Hyperlink

Use the checkbox to enable or disable the attribute from being linked directly to its source object in external PLM.

For thumbnail attributes, a link to open the thumbnail image is provided.