Agile Product Lifecycle Management

Agile PLM Administrator Guide

May 2011

v9.3.1.1

Part No. E18614-01

ii Agile Product Lifecycle Management

Oracle Copyright

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v9.3.1.1 iii

CONTENTS

Oracle Copyright ............................................................................................................................... ii

Chapter 1 ......................................................................................................................... 1

Introduction .................................................................................................................... 1

Welcome to Agile PLM Administrator ............................................................................................1

How to Find Documentation for Agile PLM ................................................................................................ 1

Documentation for the PLM Administrator ..................................................................................1

Agile Configuration Propagation (ACP) Guide ......................................................................................... 1

Recipe & Material Workspace Administrator Guide .............................................................................. 1

Getting Started with Agile PLM ........................................................................................................................ 2

PLM Solution-Specific User Guides ................................................................................................................ 2

Agile Product Lifecycle Management Solutions ..........................................................................2

What's New in Administrator ..........................................................................................................3

Features and Enhancements added in Rel. 9.3.1 ................................................................................. 3

Features and Enhancements added in Rel. 9.3 ...................................................................................... 4

Installation Test Notice ......................................................................................................................................... 5

Chapter 2 ......................................................................................................................... 7

Getting Started in Administrator ................................................................................ 7

Overview .............................................................................................................................................7

Logging in to Agile Clients as an Administrator .........................................................................7

Creating New Administrator Users ................................................................................................8

Dates and Times in Agile PLM ..................................................................................................... 10

...at the Server Level ........................................................................................................................................... 10

...at the Client Level ............................................................................................................................................. 10

Example ....................................................................................................................................................................... 10

Administrator User Interfaces ..................................................................................................... 10

Filtering Data in Java Client ............................................................................................................................. 10

Administrator Nodes in Java Client ............................................................................................................. 11

Administrative Capabilities ............................................................................................... 14

Example Nodes in Java Client .......................................................................................... 15

Administration in Web Client ........................................................................................................................... 16

Agile PLM Variables ....................................................................................................................... 16

Default Value Variables ...................................................................................................................................... 17

iv Agile Product Lifecycle Management

$CURRENTREV Criteria Logic ............................................................................................ 17

Privilege Mask Criteria Variables ................................................................................................................... 18

Workflow Assignment and Status Type Variables ............................................................................... 19

Routing Manager Variables .............................................................................................................................. 19

Chapter 3 ....................................................................................................................... 21

Administrator Functions in Web Client .................................................................... 21

Overview to Administrator in Web Client ................................................................................. 21

Configuring the Dashboard .......................................................................................................... 22

Tab Display Configuration ............................................................................................................ 22

Visual Themes ................................................................................................................................ 23

Selecting Theme Options .................................................................................................................................. 23

Replacing the Oracle Logo ................................................................................................ 24

Modifying Style Schemes .................................................................................................................................. 25

Specifying Colors in Hexadecimal Format ..................................................................... 26

Report Templates........................................................................................................................... 26

Manage Report Template (AppliedTo Choice) ....................................................................................... 27

Dynamic and Static Templates ...................................................................................................................... 27

Creating Report Templates .............................................................................................................................. 27

Reports Unsupported by BI Publisher ........................................................................................................ 28

Logging Configuration ................................................................................................................... 28

– For use by Agile Support ONLY! – ............................................................................... 28

Cache Health Monitor .................................................................................................................... 29

How the Cache Health Monitor Works ....................................................................................................... 30

Buttons on Cache Health Monitor Page .......................................................................... 30

Automatic Synchronization using Java Client Administrator ........................................................ 31

Logging and Debugging Errors ...................................................................................................................... 32

Manual Triggering: ................................................................................................................................................ 33

Automatic Triggering: ......................................................................................................................................... 33

Deleting Objects in Agile .............................................................................................................. 34

Chapter 4 ....................................................................................................................... 37

Administrator Functions in Java Client .................................................................... 37

API Name ......................................................................................................................................... 37

API Name field in Java Client .......................................................................................................................... 37

Administrator Reports ................................................................................................................... 38

Utilities on Admin Toolbar ............................................................................................................ 40

Sending Email to Users ...................................................................................................................................... 40

v9.3.1.1 v

Global Replace ......................................................................................................................................................... 40

Global Replace Properties ................................................................................................. 41

History Tracking ............................................................................................................................. 42

Object History and Administrative Object History .............................................................................. 42

Administrator History .......................................................................................................................................... 43

Purging Administrator History .......................................................................................... 44

History of Deleted Objects................................................................................................................................ 44

Deleting Objects in Agile ................................................................................................................................... 44

Administrator Import and Export ............................................................................................... 46

Encoding Types ....................................................................................................................................................... 46

Administrator Export ............................................................................................................................................ 46

Administrator Import ........................................................................................................................................... 47

Process Extensions Library .......................................................................................................... 48

Multiple Language Support .......................................................................................................... 48

Administrator Data that is Supported for Multi-Language Capability ..................................... 49

Supported Administrator Nodes ...................................................................................... 49

Supported Predefined System Objects ........................................................................... 51

Administrator Data that is Not Supported for Multi-Language Capability ............................ 51

User Settings ....................................................................................................................... 51

System Settings .................................................................................................................. 51

Any values/strings input by user ..................................................................................... 51

Attribute names with "01", "02", "03", etc appended ................................................ 51

Configuring a System for Multi-Languages ............................................................................................. 51

Chapter 5 ....................................................................................................................... 53

Classes ........................................................................................................................... 53

Configuring Business Objects with Agile PLM Classes ........................................................... 53

Agile PLM Class Structure ............................................................................................................ 54

Routable and Nonroutable Objects .............................................................................................................. 55

Object Types in Agile PLM ................................................................................................................................. 55

Viewing Agile PLM Classes ................................................................................................................................ 55

Agile PLM's Installed Routable Object Types ........................................................................... 56

Agile PLM's Installed Nonroutable Object Types ..................................................................... 58

Disabling Object Types ....................................................................................................................................... 60

Customizing Lifecycle Phases ...................................................................................................... 60

Modifying a Lifecycle Phase ............................................................................................................................. 60

Adding a Lifecycle Phase ................................................................................................................................... 61

Removing a Lifecycle Phase ............................................................................................................................. 61

Configuring Subclasses ................................................................................................................. 62

vi Agile Product Lifecycle Management

Before You Begin .................................................................................................................................................... 63

Viewing Subclass Properties ............................................................................................................................ 63

Changing the AutoNumber Source Property .......................................................................................... 63

Preventing Manual Number Assignment .................................................................................................. 64

Changing a Subclass Name or Description ............................................................................................. 64

Changing the Site-Specific BOM Property .............................................................................................. 65

Creating a New Subclass ................................................................................................................................... 66

Deleting a Subclass .............................................................................................................................................. 66

Configuring Tabs ............................................................................................................................ 67

About Page Two Tabs .......................................................................................................................................... 67

About Page Three Tabs ...................................................................................................................................... 68

Showing, Hiding, or Renaming a Tab ......................................................................................................... 68

Modifying the Format of Tabs ..................................................................................................... 69

Modifying Attribute Order on a Form Tab ................................................................................................ 69

Modifying Attribute Order on a Table Tab ............................................................................................... 70

Designing a Page Two or Page Three Tab ............................................................................................... 70

About the Page Two Create User Attribute ................................................................... 70

Guidelines for Designing Page Two and Page Three Tabs ............................................................. 71

Stage I: Preparing Page Two or Page Three Attributes .............................................. 71

Before You Begin ................................................................................................................. 72

Stage II: Setting Up the Tab ............................................................................................ 73

Using Heading Attributes .................................................................................................. 73

Removing a Page Two or Page Three Tab ..................................................................... 74

About Attributes, Flex Fields, and Read-Through Fields ....................................................... 74

User-Defined Flex Fields .................................................................................................................................... 75

Where User-Defined Flex Fields can be Used ............................................................... 76

Where user-defined flex fields are fully supported: .................................................... 76

Where user-defined flex fields are partially supported: ............................................. 77

Where User-Defined Flex Fields cannot be Used ......................................................... 77

Read-Through Fields ............................................................................................................................................ 77

Read-Through Fields Made Consistent in Items and Changes .................................. 78

Read-Through Fields on the BOM and Manufacturers Tabs ....................................... 78

Defining Attributes......................................................................................................................... 79

Recognizing Attribute Types ............................................................................................................................ 80

Defining Attribute Properties ........................................................................................................................... 81

An Exception involving Required Fields in Object Modification ................................. 85

Image Attributes ................................................................................................................. 86

Configuring Attributes ................................................................................................................... 86

Modifying Attributes ............................................................................................................................................. 86

Matching the Properties of Attributes Common to Several Tabs ............................................... 87

Setting Default Values ........................................................................................................................................ 87

v9.3.1.1 vii

Showing or Hiding an Attribute on a Tab ................................................................................................. 88

Editing a Field Label or Table Column Name ......................................................................................... 88

Using Custom Icons for Subclasses ........................................................................................... 88

Quick Access to Objects and Files .............................................................................................. 89

Agile-Generated Quick Access Object URLs ........................................................................................... 89

Formats for User-Generated Smart Object URLs ................................................................................ 90

Using Quick Access Object URLs ................................................................................................................... 91

Chapter 6 ....................................................................................................................... 93

Character Sets .............................................................................................................. 93

Available Character Sets .............................................................................................................. 93

Creating a Character Set .............................................................................................................. 94

Modifying a Character Set ........................................................................................................... 95

Chapter 7 ....................................................................................................................... 97

Lists ................................................................................................................................ 97

Overview .......................................................................................................................................... 97

Routing Manager Lists .................................................................................................................. 97

Creating Custom Lists and Adding to Lists ............................................................................................. 98

More Kinds of Lists ........................................................................................................................ 99

Simple Lists ............................................................................................................................................................... 99

Cascade Lists .......................................................................................................................................................... 101

Dynamic Lists ......................................................................................................................................................... 101

Criteria Association to Dynamic Lists ........................................................................... 102

Configuring Lists .......................................................................................................................... 102

Setting Default Values for Lists ................................................................................................................... 104

Display Type for Lists in Web Client ............................................................................. 104

Failure Mode Lists ................................................................................................................................................ 105

Creating Cascade Lists................................................................................................................ 105

Chapter 8 ..................................................................................................................... 107

Process Extensions .................................................................................................... 107

Overview to Process Extensions ............................................................................................... 107

Using the Process Extension Library........................................................................................ 108

Assigning Process Extensions to Classes ................................................................................ 110

Assigning Process Extensions to Workflow Statuses ........................................................... 110

viii Agile Product Lifecycle Management

Chapter 9 ..................................................................................................................... 113

Autonumbers .............................................................................................................. 113

How Autonumbers Are Used...................................................................................................... 113

Modifying an Autonumber Source .............................................................................................................. 113

About Autonumber Sources ....................................................................................................... 114

Configuring Autonumber Sources ............................................................................................ 116

Changing an Autonumber‟s Prefix or Suffix ......................................................................................... 117

Changing Where an Autonumber Source Is Used ............................................................................. 117

Custom Autonumbers ........................................................................................................................................ 118

Timeout ...................................................................................................................................................................... 118

Creating a New Autonumber Source ....................................................................................... 119

Before You Begin .................................................................................................................................................. 119

Deleting an Autonumber Source .............................................................................................. 120

Chapter 10 .................................................................................................................. 121

Criteria ......................................................................................................................... 121

About Reusable Criteria .............................................................................................................. 121

Exploring Reusable Criteria ....................................................................................................... 122

Viewing Reusable Criteria ............................................................................................................................... 122

Criteria Windows and Tabs ............................................................................................................................. 123

Creating a New Criteria .............................................................................................................. 123

Modifying an Existing Reusable Criteria .................................................................................. 125

Using Affected Items Tab Fields in Reusable Criteria .......................................................... 125

How Changes Are Matched When Reusable Criteria Specify Affected Items Tab Fields126

Difference Between “Item” and “Part” in Affected Items Names ............................................ 126

More about Affected Items: Adding Approvers and Observers................................................. 127

Using $CURRENTREV and $LATESTREV in Criteria for Items ............................................ 127

About TitleBlock.Rev .......................................................................................................................................... 128

Rules for Using the $CURRENTREV Variable ........................................................................................ 128

Rules for Using the $LATESTREV Variable ............................................................................................ 130

Item Relationship Creation Using $CURRENTREV and $LATESTREV Criteria ................... 130

Using File Folder Attributes in Reusable Criteria ................................................................... 131

Chapter 11 .................................................................................................................. 133

Workflows ................................................................................................................... 133

How Workflows Automate the Change Control Process ...................................................... 133

v9.3.1.1 ix

Modifying a Workflow ........................................................................................................................................ 134

Workflow Basics ........................................................................................................................... 134

Routing Managers ................................................................................................................................................ 134

Other Workflow Basics ...................................................................................................................................... 135

Keep It Simple! ..................................................................................................................................................... 136

Default Status-Based Workflows .............................................................................................. 137

Status Types Defined .................................................................................................................. 138

Creating New Workflows with Save As ................................................................................... 140

General Workflow Properties ..................................................................................................... 140

General Information Tab ................................................................................................................................. 141

About Workflow name ....................................................................................................................................... 141

Workflow Criteria Matching Type ................................................................................................................ 142

Status Criteria Matching Type ...................................................................................................................... 142

Creating and Using Custom Workflows ................................................................................... 144

Before You Begin .................................................................................................................................................. 144

Custom Workflow Example ............................................................................................................................ 144

Guidelines for Creating Workflows ............................................................................................................. 146

Creating a New Workflow ................................................................................................................................ 146

When a New Workflow is Enabled .............................................................................................................. 148

Routing to a User Group .................................................................................................................................. 149

Status Properties Defined .......................................................................................................... 149

If No Criteria Apply At Exit, Notify ............................................................................................................. 149

Manual Valid Next Status ................................................................................................................................ 149

Save Routing Slip Content when Advancing Change ................................................ 150

Send Workflow Status Comments and Notifications to all Previous and Current CCB Members .................................................................................................................... 150

AutoPromote ........................................................................................................................................................... 150

If AutoPromote Fails, Notify .......................................................................................................................... 151

Ability to Fail Autopromote More than Once within same Change Status ............ 152

Ad Hoc Approvers/Observers ........................................................................................................................ 152

If Rejected, Set Status To .............................................................................................................................. 152

If Rejected, Notify ............................................................................................................................................... 153

Reminder Period ................................................................................................................................................... 153

Review Escalation Period ................................................................................................................................. 153

Designated Escalation Person ........................................................................................ 154

Comments for Approval ................................................................................................................................... 155

Comments for Rejection .................................................................................................................................. 155

Dual Identification Required .......................................................................................................................... 155

x Agile Product Lifecycle Management

Password Required .............................................................................................................................................. 155

Criteria-Specific Properties Defined ......................................................................................... 156

Approvers and Observers ................................................................................................................................ 156

Criteria Usage ........................................................................................................................................................ 156

Default Change Analyst / Component Engineer ................................................................................ 156

Notify Upon Entry ................................................................................................................................................ 157

Pass Release Audit .............................................................................................................................................. 158

Two Levels of Audit .......................................................................................................... 159

Status Audit, or Audit Current Status for Conditions to Advance .......................... 159

Release Audit, or Audit Current Status for Conditions to Release ......................... 159

Exit Required Fields ............................................................................................................................................ 160

Workflow Functionality Testing ................................................................................................. 161

Areas of Workflow Validation ........................................................................................................................ 161

Quick Tips on Testing ........................................................................................................................................ 162

Migrating Workflows to Production .......................................................................................... 162

Quick Tip on Migrating Workflows .............................................................................................................. 162

Workflow Migration Process ........................................................................................................................... 163

Changing Active Workflows ....................................................................................................... 163

Modifying Properties in an Enabled Workflow ..................................................................................... 163

When You Can Disable, Modify, and Re-enable a Workflow .................................... 163

What You Can Modify If a Workflow Has Any Routable Objects Applied .............. 164

What You Cannot Modify If a Workflow Has Any Routable Objects Applied ........ 164

Disabling, Changing, and Reactivating Workflows ........................................................................... 165

Chapter 12 .................................................................................................................. 167

Account Policy ............................................................................................................ 167

Before You Begin ......................................................................................................................... 167

Default Account Policy ................................................................................................................ 168

Configuring the Account Policy ................................................................................................. 168

Administrator Reset of Locked Out Account ......................................................................................... 171

Chapter 13 .................................................................................................................. 173

Users ............................................................................................................................ 173

Adding New Users ........................................................................................................................ 173

Before You Begin .................................................................................................................................................. 174

About Usernames......................................................................................................................... 176

About Passwords .......................................................................................................................... 176

Change Internal User Password .................................................................................................................. 177

LDAP as a Node in Administrator ............................................................................................. 177