Administrator Software
Resume:
A gile Product Lifecycle Management
A dministrator Guide
v 9.3.0.2
P art No. E17298 - 02
July 2011
Administrator Guide
Oracle Copyright
Copyright 1995, 2011, Oracle and/or its affiliates. All rights reserved.
This software and related documentation are provided under a license agreement containing
restrictions on use and disclosure and are protected by intellectual property laws. Except as
expressly permitted in your license agreement or allowed by law, you may not use, copy,
reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish or
display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation
of this software, unless required by law for interoperability, is prohibited.
The information contained herein is subject to change without notice and is not warranted to be
error-free. If you find any errors, please report them to us in writing.
If this software or related documentation is delivered to the U.S. Government or anyone licensing it
on behalf of the U.S. Government, the following notice is applicable:
U.S. GOVERNMENT RIGHTS
Programs, software, databases, and related documentation and technical data delivered to U.S.
Government customers are "commercial computer software" or "commercial technical data"
pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental
regulations. As such, the use, duplication, disclosure, modification, and adaptation shall be subject
to the restrictions and license terms set forth in the applicable Government contract, and, to the
extent applicable by the terms of the Government contract, the additional rights set forth in FAR
52.227-19, Commercial Computer Software License (December 2007). Oracle USA, Inc., 500
Oracle Parkway, Redwood City, CA 94065.
This software is developed for general use in a variety of information management applications. It is
not developed or intended for use in any inherently dangerous applications, including applications
which may create a risk of personal injury. If you use this software in dangerous applications, then
you shall be responsible to take all appropriate fail-safe, backup, redundancy and other measures
to ensure the safe use of this software. Oracle Corporation and its affiliates disclaim any liability for
any damages caused by use of this software in dangerous applications.
Oracle and Java are registered trademarks of Oracle Corporation and/or its affiliates. Other names
may be trademarks of their respective owners.
This software and documentation may provide access to or information on content, products and
services from third parties. Oracle Corporation and its affiliates are not responsible for and
expressly disclaim all warranties of any kind with respect to third party content, products and
services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages
incurred due to your access to or use of third party content, products or services. The RMW product
includes software developed by the Visigoth Software Society.
Agile Product Lifecycle Management
ii
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
Getting Started with Agile PLM 1
PLM Solution-Specific User Guides 2
What's New in Administrator 3
Features and Enhancements added in Rel. 9.3 3
Installation Test Notice 3
Chapter 2 5
Getting Started in Administrator 5
Overview 5
Logging in to Agile Clients as an Administrator 5
Creating New Administrator Users 6
Dates and Times in Agile PLM 8
...at the Server Level 8
...at the Client Level 8
Example 8
Administrator User Interfaces 8
Filtering Data in Java Client 9
Administrator Nodes in Java Client 9
Administration in Web Client 14
Agile PLM Variables 14
Default Value Variables 15
Privilege Mask Criteria Variables 16
Workflow Assignment and Status Type Variables 17
Routing Manager Variables 17
Chapter 3 19
Administrator Functions in Java Client 19
API Name 19
v9.3.0.2 iii
Administrator Guide
API Name field in Java Client 19
Administrator Reports 20
Utilities on Admin Toolbar 21
Sending Email to Users 22
Global Replace 22
History Tracking 24
Object History and Administrative Object History 24
Administrator History 25
History of Deleted Objects 26
Deleting Objects in Agile 26
Administrator Import and Export 27
Encoding Types 28
Administrator Export 28
Administrator Import 29
Process Extensions Library 29
Multiple Language Support 30
Administrator Data that is Supported for Multi-Language Capability 31
Administrator Data that is Not Supported for Multi-Language Capability 32
Configuring a System for Multi-Languages 33
Chapter 4 35
Administrator Functions in Web Client 35
Overview to Administrator in Web Client 35
Configuring the Dashboard 36
Visual Themes 36
Selecting Theme Options 36
Modifying Style Schemes 38
Report Templates 40
Manage Report Template (AppliedTo Choice) 40
Dynamic and Static Templates 40
Creating Report Templates 41
Reports Unsupported by BI Publisher 41
Logging Configuration 42
Cache Health Monitor 43
How the Cache Health Monitor Works 43
Automatic Synchronization using Java Client Administrator 44
Logging and Debugging Errors 45
Agile Product Lifecycle Management
iv
Contents
Manual Triggering: 46
Automatic Triggering: 46
Deleting Objects in Agile 47
Chapter 5 49
Classes 49
Configuring Business Objects with Agile PLM Classes 49
Agile PLM Class Structure 50
Routable and Nonroutable Objects 51
Object Types in Agile PLM 51
Viewing Agile PLM Classes 51
Agile PLM's Installed Routable Object Types 52
Agile PLM's Installed Nonroutable Object Types 54
Disabling Object Types 56
Customizing Lifecycle Phases 56
Modifying a Lifecycle Phase 56
Adding a Lifecycle Phase 57
Removing a Lifecycle Phase 57
Configuring Subclasses 58
Before You Begin 59
Viewing Subclass Properties 59
Changing the AutoNumber Source Property 59
Preventing Manual Number Assignment 60
Changing a Subclass Name or Description 60
Changing the Site-Specific BOM Property 61
Creating a New Subclass 61
Deleting a Subclass 62
Configuring Tabs 63
About Page Two Tabs 63
About Page Three Tabs 63
Showing, Hiding, or Renaming a Tab 64
Modifying the Format of Tabs 64
Modifying Attribute Order on a Form Tab 65
Modifying Attribute Order on a Table Tab 66
Designing a Page Two or Page Three Tab 66
Guidelines for Designing Page Two and Page Three Tabs 66
About Attributes, Flex Fields, and Read-Through Fields 70
v9.3.0.2 v
Administrator Guide
User-Defined Flex Fields 71
Read-Through Fields 73
Defining Attributes 75
Recognizing Attribute Types 76
Defining Attribute Properties 77
Configuring Attributes 82
Modifying Attributes 82
Matching the Properties of Attributes Common to Several Tabs 83
Setting Default Values 83
Showing or Hiding an Attribute on a Tab 84
Editing a Field Label or Table Column Name 84
Using Custom Icons for Subclasses 84
Quick Access to Objects and Files 85
Agile-Generated Quick Access Object URLs 86
Formats for User-Generated Smart Object URLs 86
Using Quick Access Object URLs 87
Chapter 6 89
Character Sets 89
Available Character Sets 89
Creating a Character Set 90
Modifying a Character Set 91
Chapter 7 93
Lists 93
Overview 93
Routing Manager Lists 93
Creating Custom Lists and Adding to Lists 94
More Kinds of Lists 95
SingleList Lists 96
MultiList Lists 96
Cascading Lists 96
Dynamic Lists 97
Configuring Lists 97
Setting Default Values for Lists 99
Failure Mode Lists 100
Creating Cascading Lists 100
Agile Product Lifecycle Management
vi
Contents
Chapter 8 103
Process Extensions 103
Overview to Process Extensions 103
Using the Process Extension Library 104
Assigning Process Extensions to Classes 106
Assigning Process Extensions to Workflow Statuses 106
Chapter 9 109
Autonumbers 109
How Autonumbers Are Used 109
Modifying an Autonumber Source 109
About Autonumber Sources 110
Configuring Autonumber Sources 112
Changing an Autonumber s Prefix or Suffix 113
Changing Where an Autonumber Source Is Used 113
Custom Autonumbers 114
Timeout 114
Creating a New Autonumber Source 114
Before You Begin 114
Deleting an Autonumber Source 115
Chapter 10 117
Criteria 117
About Reusable Criteria 117
Exploring Reusable Criteria 118
Viewing Reusable Criteria 118
Criteria Windows and Tabs 119
Creating a New Criteria 119
Modifying an Existing Reusable Criteria 121
Using Affected Items Tab Fields in Reusable Criteria 121
How Changes Are Matched When Reusable Criteria Specify Affected Items Tab Fields121
Difference Between Item and Part in Affected Items Names 122
More about Affected Items: Adding Approvers and Observers 123
Using $CURRENTREV and $LATESTREV in Criteria for Items 123
About TitleBlock.Rev 124
Rules for Using the $CURRENTREV Variable 124
v9.3.0.2 vii
Administrator Guide
Rules for Using the $LATESTREV Variable 125
Item Relationship Creation Using $CURRENTREV and $LATESTREV Criteria 126
Using File Folder Attributes in Reusable Criteria 126
Chapter 11 129
Workflows 129
How Workflows Automate the Change Control Process 129
Modifying a Workflow 130
Workflow Basics 130
Routing Managers 130
Other Workflow Basics 131
Keep It Simple! 132
Default Status-Based Workflows 133
Status Types Defined 133
Creating New Workflows with Save As 135
General Workflow Properties 136
General Information Tab 136
About Workflow name 137
Workflow Criteria Matching Type 137
Status Criteria Matching Type 138
Creating and Using Custom Workflows 139
Before You Begin 140
Custom Workflow Example 140
Guidelines for Creating Workflows 141
Creating a New Workflow 142
When a New Workflow is Enabled 144
Routing to a User Group 144
Status Properties Defined 145
If No Criteria Apply At Exit, Notify 145
Manual Valid Next Status 145
AutoPromote 146
If AutoPromote Fails, Notify 147
Ad Hoc Approvers/Observers 148
If Rejected, Set Status To 148
If Rejected, Notify 148
Reminder Period 149
Review Escalation Period 149
Agile Product Lifecycle Management
viii
Contents
Comments for Approval 150
Comments for Rejection 151
Criteria-Specific Properties Defined 151
Approvers and Observers 151
Criteria Usage 151
Default Change Analyst / Component Engineer 152
Notify Upon Entry 152
Pass Release Audit 153
Exit Required Fields 155
Workflow Functionality Testing 156
Areas of Workflow Validation 156
Quick Tips on Testing 157
Migrating Workflows to Production 157
Quick Tip on Migrating Workflows 157
Workflow Migration Process 157
Changing Active Workflows 158
Modifying Properties in an Enabled Workflow 158
Disabling, Changing, and Reactivating Workflows 160
Chapter 12 161
Account Policy 161
Before You Begin 161
Configuring the Account Policy 161
Administrator Reset of Locked Out Account 163
Chapter 13 165
Users 165
Adding New Users 165
Before You Begin 166
About Usernames 167
About Passwords 167
Change Internal User Password 168
LDAP as a Node in Administrator 168
Modifying User Properties 169
Changing a User s Password 169
Changing a User s Role Assignments 170
User Properties Defined 170
v9.3.0.2 ix
Administrator Guide
Chapter 14 177
User Groups 177
Creating a New User Group 177
User Group Properties 179
Modifying a User Group 180
Assigning Escalation Persons to User Groups 180
Adding User Groups as Approvers of a Change 181
Setting Up User Groups as Partners 183
Chapter 15 185
Supplier Groups 185
Overview 185
Properties 185
Available actions 185
Chapter 16 187
Roles 187
Overview of Roles and Privileges in Agile PLM 187
Getting Familiar with Roles 188
Viewing the Roles Window 189
Viewing a Role 189
Guidelines for Working with Roles 190
Default Agile PLM Roles 190
Example Roles 196
Restricted Roles 196
Role-based Enhancements 196
Securing and Maintaining Roles and Privilege Masks 197
Using Agile Configuration Propagation to Restore Admin Settings 197
Recommended Security and Maintenance Plan 198
Database Backup Procedures 198
Working with Roles 200
Modifying a Role 200
Building and Testing Attributes, Read/Modify Privileges, and Roles 202
Creating a New Role 202
Using the Example Roles 205
Deleting a Role 206
Agile Product Lifecycle Management
x
Contents
Chapter 17 207
Privileges and Privilege Masks 207
About Privileges and Privilege Masks 207
Getting Familiar with Privileges and Privilege Masks 207
Viewing Privilege Masks 208
Tasks Performed from the Privileges Window 210
Default Agile PLM Privileges 211
Further Discussion of Specific Privileges 216
More Information about Selected Privileges 217
Privilege Mask Components 221
All Privilege Masks have a Privilege, an Object Type, and a Criteria 222
Privilege Mask Component 1: Privileges 224
Privilege Mask Component 2: Object Type 225
Privilege Mask Component 3: Criteria 226
Privilege Mask Component 4: Attributes 226
Enabling a Privilege Mask 227
Modifying Privilege Masks 228
Modifying Privilege Mask Criteria 228
AppliedTo Property in Select Privileges 228
Creating New Privilege Masks 233
Before You Begin 233
Copying a Privilege Mask Using Save As 234
Creating a New Privilege Mask from Scratch 234
Combining Options in Criteria and AppliedTo Attributes 235
Discovery and Read Privileges 236
Discovery Privilege 237
Relationships among Discovery and Read Privileges 238
Field-Level Read Privilege 239
Enforce Field-Level Read Privilege 240
Modify Privilege 242
Some Modify Basics and Rules 242
Controlling the Ability to Modify Items at Introductory Revision with $CURRENTREV 243
Applying Create User Criteria 246
Using Privilege Mask Criteria Variables 247
v9.3.0.2 xi
Administrator Guide
Chapter 18 249
Other User Settings 249
User Monitor 249
Refreshing the User Monitor Window 249
Terminating a User Session 249
Deleting and Undeleting Users 250
Deleting a User Group 250
Chapter 19 253
SmartRules 253
Modifying SmartRules Settings 253
SmartRules Defined 254
Allow Deletion of Attachments 254
Auto-Installs from PPM 254
Auto Publish Quote History 254
BOM Multi-Level Recursion 254
Change Status Approver Rejected Change 255
Change Status No Response Change 255
Change Status Observer Rejected Change 255
Check In Attachment With Different File Extension 255
Copy Files to Rev 256
Demotion Approvers Removal 256
Demotion Signoff Removal 257
Detailed TimeSheet Entry 257
Discovery Object Tables 257
Discovery Results Table 257
Display BOM Tables 258
Display Structure Tables 258
Duplicate Find Numbers 258
Duplicate Ref Des 259
Effectivity Date Order 259
Effectivity Gap 259
Effectivity Overlap 259
Enable Addition of Activities and Gates to Completed Activities 259
Enable Comments for Deleting, Archiving & Delegating 260
Force Commodity and Part Family to be Identical 260
Agile Product Lifecycle Management
xii
Contents
Items Released First 260
Many Items per PSR 260
Many QCR per PSR 260
Multiple Items Per Manuf Part 261
Negative Value For Material Price Adder Fields 261
Negative Value For Material Price Fields 261
Negative Value For Non-Material Price Fields 261
Notify Resource Pool Owner for Proposed Programs 261
Overlap Price Line Effectivity Periods 261
PSR Contains Items and Related PSRs 261
Redline Attributes 262
Redline Manufacturers On Change Order 262
Release QCR With Un-resolved Items 262
Released Rev Required 262
Unrelease Change Order 262
Unrelease Change Request 262
Unrelease Deviation 263
Unrelease Manufacturing Order 263
Unrelease Stop Ship 263
Workflow Matching Criteria Attribute Modification 263
Zero Value For Material Price Fields 263
Zero Value For Material Price Adder Fields 263
Zero Value For Non-Material Price Fields 264
Chapter 20 265
Viewer and Files
Copyright © 1995, 2011, Oracle and/or its affiliates. All rights reserved.
Contact this candidate