Agile Product Lifecycle Management Admin Guide

Agile Product Lifecycle ManagementAdministrator Guidev9.2.2.1

Part No. E11087-01 May 2007

Administrator Guide

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Agile Product Lifecycle Management

CONTENTSCopyright and Trademarks................................................................................................................... ii Introduction ...................................................................................................................... 1 Welcome to Agile PLM Administrator...................................................................................................1 Documentation for the Agile PLM Administrator.................................................................................................................1 Agile Product Lifecycle Management...................................................................................................1 Administrative Capabilities ...................................................................................................................2 Administrator Nodes.............................................................................................................................3 Admin Nodes in Java Client ...............................................................................................................................................3 Example Nodes ..................................................................................................................................................................6 Admin Nodes in Web Client ...............................................................................................................................................6 Guidelines for Implementing Agile PLM ...............................................................................................7 New Features in Administrator for Agile PLM 9.2.2 .............................................................................8 New Features in Administrator for Agile PLM 9.2.2.1.........................................................................................................8 Administrator Basics ....................................................................................................... 11 Overview.............................................................................................................................................11 Logging in to Agile Clients as an Administrator..................................................................................11 Creating New Administrator Users .....................................................................................................12 Filtering Data ......................................................................................................................................13 Administrator Reports.........................................................................................................................14 Dates and Times in Agile PLM ...........................................................................................................16 ...at the Server Level ........................................................................................................................................................16 ...at the Client Level..........................................................................................................................................................16 Example ...........................................................................................................................................................................16 Administrator Utilities in Java Client...................................................................................................16 Sending Email to Users....................................................................................................................................................17 Global Replace.................................................................................................................................................................17 Object History...................................................................................................................................................................19 Administrator Import and Export.......................................................................................................................................21 Process Extensions Library..............................................................................................................................................23 Administrator Utilities in Web Client ...................................................................................................23 Cache Health Monitor.......................................................................................................................................................24 Visual Themes..................................................................................................................................................................28 Agile PLM Variables ...........................................................................................................................30

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Default Value Variables....................................................................................................................................................30 Privilege Mask Criteria Variables .....................................................................................................................................30 Workflow Assignment and Status Type Variables............................................................................................................31 Routing Manager Variables..............................................................................................................................................32 Multiple Language Support ................................................................................................................32 Administrator Data that is Supported for Multi-Language Capability................................................................................33 Administrator Data that is Not Supported for Multi-Language Capability .........................................................................35 Configuring a System for Multi-Languages ......................................................................................................................35 Classes ............................................................................................................................ 37 Configuring Business Objects with Agile PLM Classes .....................................................................37 Agile PLM Class Structure .................................................................................................................38 Routable and Non-Routable Objects................................................................................................................................38 Installed Agile PLM Classes, Base Classes, and Subclasses..........................................................................................39 Disabling Object Types ....................................................................................................................................................42 Viewing Agile PLM Classes................................................................................................................43 Customizing Lifecycle Phases............................................................................................................43 Modifying a Lifecycle Phase............................................................................................................................................43 Adding a Lifecycle Phase ................................................................................................................................................44 Removing a Lifecycle Phase ............................................................................................................................................44 Configuring Subclasses......................................................................................................................45 Before You Begin .............................................................................................................................................................46 Viewing Subclass Properties............................................................................................................................................46 Changing the AutoNumber Source Property....................................................................................................................46 Preventing Manual Number Assignment..........................................................................................................................47 Changing a Subclass Name or Description......................................................................................................................47 Changing the Site-Specific BOM Property ......................................................................................................................48 Creating a New Subclass .................................................................................................................................................48 Deleting a Subclass..........................................................................................................................................................49 Configuring Tabs ................................................................................................................................49 About Page Two Tabs......................................................................................................................................................50 About Page Three Tabs ...................................................................................................................................................50 Showing, Hiding, or Renaming a Tab...............................................................................................................................50 Modifying the Format of Tabs.............................................................................................................51 Modifying Attribute Order on a Form Tab.........................................................................................................................51 Modifying Attribute Order on a Table Tab ........................................................................................................................53 Designing a Page Two or Page Three Tab ......................................................................................................................53 Guidelines for Designing Page Two and Page Three Tabs .............................................................................................53 About Attributes, Flex Fields, and Read-Through Fields ...................................................................57 User-Defined Flex Fields..................................................................................................................................................58

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Read-Through Fields........................................................................................................................................................60 Defining Attributes ..............................................................................................................................61 Recognizing Attribute Types ............................................................................................................................................62 Defining Attribute Properties ............................................................................................................................................63 Configuring Attributes.........................................................................................................................67 Display Width Attribute .....................................................................................................................................................67 Modifying Attributes..........................................................................................................................................................67 Matching the Properties of Attributes Common to Several Tabs......................................................................................68 Setting Default Values......................................................................................................................................................68 Showing or Hiding an Attribute on a Tab..........................................................................................................................69 Editing a Field Label or Table Column Name...................................................................................................................69 Using Custom Icons for Subclasses or Company Logo.....................................................................70 Replacing the Agile Logo .................................................................................................................................................70 Formats for User-generated Smart Object URLs...............................................................................71 Smart Object URL Format..................................................................................................................71 Smart Object URL Format Details......................................................................................................72 Smart Object URL Actions .................................................................................................................72 Character Sets, Lists, and Process Extensions................................................................ 75 Character Sets....................................................................................................................................75 Creating a Character Set..................................................................................................................................................76 Modifying a Character Set................................................................................................................................................76 Lists ....................................................................................................................................................77 Routing Manager Lists .....................................................................................................................................................77 More Kinds of Lists...........................................................................................................................................................79 Configuring Lists...............................................................................................................................................................81 Creating Cascading Lists .................................................................................................................................................83 Process Extensions............................................................................................................................84 Using the Process Extension Library................................................................................................................................85 Assigning Process Extensions to Classes .......................................................................................................................87 Assigning Process Extensions to Workflow Statuses ......................................................................................................88 Autonumbers................................................................................................................... 89 How Autonumbers Are Used..............................................................................................................89 Modifying an Autonumber Source ...................................................................................................................................89 About Autonumber Sources ...............................................................................................................90 Configuring Autonumber Sources ......................................................................................................92 Changing an Autonumbers Prefix or Suffix ....................................................................................................................93 Changing Where an Autonumber Source Is Used ...........................................................................................................93

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Custom Autonumbers.......................................................................................................................................................94 Timeout ............................................................................................................................................................................94 Creating a New Autonumber Source .................................................................................................94 Before You Begin .............................................................................................................................................................94 Deleting an Autonumber Source ........................................................................................................95 Criteria ............................................................................................................................ 97 About Reusable Criteria .....................................................................................................................97 Exploring Reusable Criteria................................................................................................................98 Viewing a Reusable Criteria .............................................................................................................................................98 Criteria Windows and Tabs ..............................................................................................................................................99 Creating a New Criteria ......................................................................................................................99 Modifying an Existing Reusable Criteria ..........................................................................................100 Using Affected Items Tab Fields in Reusable Criteria......................................................................101 How Changes Are Matched When Reusable Criteria Specify Affected Items Tab Fields..............................................101 Difference Between Item and Part in Affected Items Names.....................................................................................102 More about Affected Items: Adding Approvers and Observers ......................................................................................102 Workflows ..................................................................................................................... 105 How Workflows Automate the Change Control Process..................................................................105 Modifying a Workflow .....................................................................................................................................................106 Workflow Basics ...............................................................................................................................106 Routing Managers ..........................................................................................................................................................106 Other Workflow Basics ...................................................................................................................................................107 Keep It Simple! ...............................................................................................................................................................108 Default Status-Based Workflows......................................................................................................109 Status Types Defined .......................................................................................................................109 Creating New Workflows with Save As ............................................................................................111 General Workflow Properties ...........................................................................................................112 General Information Tab ................................................................................................................................................112 Workflow Criteria Matching Type....................................................................................................................................113 Status Criteria Matching Type ........................................................................................................................................114 Creating and Using Custom Workflows ...........................................................................................115 Before You Begin ...........................................................................................................................................................116 Guidelines for Creating Workflows .................................................................................................................................117 Creating a New Workflow...............................................................................................................................................118 When a New Workflow is Enabled .................................................................................................................................120 Routing to a User Group ................................................................................................................................................121 Status Properties Defined ................................................................................................................121 If No Criteria Apply At Exit, Notify...................................................................................................................................121

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Manual Valid Next Status ...............................................................................................................................................122 AutoPromote ..................................................................................................................................................................122 If AutoPromote Fails, Notify............................................................................................................................................123 Ad Hoc Approvers/Observers.........................................................................................................................................124 If Rejected, Set Status To ..............................................................................................................................................124 If Rejected, Notify ...........................................................................................................................................................125 Reminder Period ............................................................................................................................................................125 Review Escalation Period...............................................................................................................................................125 Comment Required for Actions ......................................................................................................................................127 Criteria-Specific Properties Defined .................................................................................................127 Approvers and Observers ..............................................................................................................................................127 Criteria Usage ................................................................................................................................................................127 Default Change Analyst / Component Engineer.............................................................................................................128 Notify Upon Entry ...........................................................................................................................................................128 Pass Release Audit ........................................................................................................................................................129 Exit Required Fields .......................................................................................................................................................131 Workflow Functionality Testing.........................................................................................................132 Areas of Workflow Validation .........................................................................................................................................132 Quick Tips on Testing.....................................................................................................................................................133 Migrating Workflows to Production...................................................................................................133 Quick Tip on Migrating Workflows..................................................................................................................................133 Workflow Migration Process...........................................................................................................................................134 Changing Active Workflows..............................................................................................................134 Modifying Properties in an Enabled Workflow................................................................................................................134 Disabling, Changing, and Reactivating Workflows.........................................................................................................136 Users and User Groups.................................................................................................. 137 Users ................................................................................................................................................137 Adding New Users..........................................................................................................................................................138 About Usernames...........................................................................................................................................................139 About Passwords ...........................................................................................................................................................140 LDAP as a Node in Administrator...................................................................................................................................141 Modifying User Properties ..............................................................................................................................................141 User Properties Defined .................................................................................................................................................142 Deleting and Undeleting Users.......................................................................................................................................147 Account Policy ..................................................................................................................................148 Before You Begin ...........................................................................................................................................................148 Configuring the Account Policy ......................................................................................................................................148 User Groups .....................................................................................................................................150

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Creating a New User Group ...........................................................................................................................................150 User Group Properties ...................................................................................................................................................152 Modifying a User Group .................................................................................................................................................153 Deleting a User Group....................................................................................................................................................153 Undeleting a User Group................................................................................................................................................154 Assigning Escalation Persons to User Groups...............................................................................................................155 Adding User Groups as Approvers of a Change ............................................................................................................156 Setting Up User Groups as Partners..............................................................................................................................157 Supplier Groups ...............................................................................................................................157 User Monitor .....................................................................................................................................159 Refreshing the User Monitor Window.............................................................................................................................159 Terminating a User Session ...........................................................................................................................................159 Roles ............................................................................................................................. 161 About Roles ......................................................................................................................................161 Roles as Groupings of Privilege Masks..........................................................................................................................163 Viewing Roles...................................................................................................................................165 Viewing the Roles Window.............................................................................................................................................165 Viewing a Role ...............................................................................................................................................................166 Guidelines for Working with Roles ...................................................................................................166 Default Agile PLM Roles ..................................................................................................................167 Example Roles ...............................................................................................................................................................170 Restricted Roles .............................................................................................................................................................171 Securing and Maintaining Roles and Privilege Masks .....................................................................171 Recommended Security and Maintenance Plan ............................................................................................................171 Database Backup Procedures........................................................................................................................................172 Working with Roles...........................................................................................................................173 Modifying a Role.............................................................................................................................................................173 Building and Testing Attributes, Read/Modify Privileges, and Roles..............................................................................175 Creating a New Role .....................................................................................................................................................175 Using the Example Roles ...............................................................................................................................................178 Deleting a Role...............................................................................................................................................................179 Privileges and Privilege Masks...................................................................................... 181 About Privileges and Privilege Masks ..............................................................................................181 Viewing the Privileges Window ........................................................................................................181 Tasks Performed from the Privileges Window................................................................................................................182 Agile PLM Privileges ........................................................................................................................183 Further Discussion of Specific Privileges .......................................................................................................................188 AppliedTo Capability ........................................................................................................................188

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Administrator Privilege and the AppliedTo Capability.....................................................................................................188 Dashboard Management................................................................................................................................................190 Project Summary Page Configuration ............................................................................................................................190 Discovery and Read Privileges ........................................................................................................190 Discovery Privilege.........................................................................................................................................................190 Relationships among Discovery and Read Privileges....................................................................................................192 Field-Level Read Privilege .............................................................................................................................................193 Enforce Field-Level Read Privilege ................................................................................................................................194 Modify Privilege ................................................................................................................................195 Some Modify Basics and Rules ....................................................................................................................................195 Controlling the Ability to Modify Items at Introductory Revision with $CURRENTREV ..................................................196 Other Privileges in Detail..................................................................................................................198 Add Approver/Observer and Remove Approver/Observer.............................................................................................198 Attachment Redlines for Self..........................................................................................................................................199 Attachment Redlines for Others .....................................................................................................................................199 Change Status................................................................................................................................................................199 Export .............................................................................................................................................................................200 Full Search Display ........................................................................................................................................................200 Grant ..............................................................................................................................................................................200 Override..........................................................................................................................................................................201 Transfer Authority for Self ..............................................................................................................................................201 Transfer Authority for Others..........................................................................................................................................202 Subscribe .......................................................................................................................................................................202 Privilege Mask Components.............................................................................................................203 All Privilege Masks have a Privilege, Object Type, and Criteria.....................................................................................203 Privilege Mask Component 1: Privileges........................................................................................................................205 Privilege Mask Component 2: Object Type ....................................................................................................................206 Privilege Mask Component 3: Criteria............................................................................................................................207 Privilege Mask Component 4: Attributes ........................................................................................................................207 Viewing Privilege Masks...................................................................................................................208 Viewing Privilege Mask Properties .................................................................................................................................209 Using Privilege Mask Criteria Variables .........................................................................................................................210 Combining Options in Criteria and AppliedTo Attributes ..............................................................................................211 Modifying Privilege Masks................................................................................................................212 Modifying Privilege Mask Criteria ...................................................................................................................................213 Modifying the AppliedTo Property ..................................................................................................................................213 Applying Create User Criteria.........................................................................................................................................214 Enabling a Privilege Mask ................................................................................................................215

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Creating New Privilege Masks ........................................................................................................215 Before You Begin ...........................................................................................................................................................215 Creating a New Privilege Mask from Scratch.................................................................................................................216 Copying a Privilege Mask Using Save As .....................................................................................................................217 General System Settings............................................................................................... 219 SmartRules.......................................................................................................................................219 Modifying SmartRules Settings ......................................................................................................................................219 SmartRules Defined .......................................................................................................................................................220 Viewer and Files ...............................................................................................................................229 Options for Purging and Retaining Files.........................................................................................................................230 Printing Banners and Watermarks..................................................................................................................................233 Notifications ......................................................................................................................................236 Editing a Notification.......................................................................................................................................................237 Entering Subject and Body Text.....................................................................................................................................238 Full Text Search ...............................................................................................................................238 Full Text Search Limitations ...........................................................................................................................................239 Full Text Search Properties............................................................................................................................................239 Indexing Attachment Files ..............................................................................................................................................240 My Assignments ...............................................................................................................................241 Unit of Measure (UOM) ....................................................................................................................242 Creating Categories of Measure and Units of Measure .................................................................................................242 Company Profile ...............................................................................................................................243 Currency Exchange Rates ...............................................................................................................244 Dashboard Management..................................................................................................................245 View Dashboard Tabs ....................................................................................................................................................245 Adding Dashboard Tabs.................................................................................................................................................245 Deleting Dashboard Tabs...............................................................................................................................................246 Adding Tables to Optional Tabs .....................................................................................................................................246 Adding Charts to Optional Tabs .....................................................................................................................................247 Adding Custom (URL) Process Extensions for Optional Tables ....................................................................................249 Reordering Table Rows in a Tab....................................................................................................................................249 Displaying Optional Tabs ...............................................................................................................................................249 General Server Settings ................................................................................................ 251 Locations ..........................................................................................................................................251 Configuring Web Client Notification................................................................................................................................251 Configuring Java Client Notification ...............................................................................................................................252 Specifying the Location of Agile Portals .........................................................................................................................252 File Management in Agile PLM ........................................................................................................253

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Agile File Management Server .......................................................................................................................................253 Distributed File Management .........................................................................................................................................253 File Management Security..............................................................................................................................................254 Configuring a File Manager ............................................................................................................................................256 Setting the Preferred File Manager for a User................................................................................................................259 Purging Older Versions of Files......................................................................................................................................259 Database ..........................................................................................................................................260 LDAP ................................................................................................................................................261 Configuring BEA WebLogic Server for LDAP with Agile PLM........................................................................................262 Creating Users in an LDAP Directory.............................................................................................................................263 Enhanced LDAP.............................................................................................................................................................264 Synchronizing LDAP and Agile PLM ..............................................................................................................................264 LDAP-controlled User Properties ...................................................................................................................................265 Agile LDAP Configuration File........................................................................................................................................265 Preferences ......................................................................................................................................267 Allow Download of Productivity Components.................................................................................................................271 Licenses ...........................................................................................................................................272 Server Licenses..............................................................................................................................................................273 User Licenses.................................................................................................................................................................275 Task Monitor.....................................................................................................................................275 Task Configuration ...........................................................................................................................277 Configuring Product Collaboration ............................................................................... 279 Reference Designator Preferences ..................................................................................................279 Reference Designators Allow Range Expand Collapse .................................................................................................280 Reference Designator Range Indicator ..........................................................................................................................280 Reference Designators with Leading Zeros ...................................................................................................................281 Multi-segmented Reference Designators .......................................................................................................................281 Revising Item Descriptions...............................................................................................................282 Setting up the Change Order Object ..............................................................................................................................283 Setting up the Appropriate Modify Privilege Masks for each Method.............................................................................283 Notes on Configuring Product Collaboration Object Tabs ...............................................................287 Notes on Configuring Agile PLM Settings that Affect Product Collaboration...................................287 Administering Attachments .......................................................................................... 289 Evaluating Your Companys Needs with Attachment Files ..............................................................289 Administrator Settings Related to Attachments................................................................................289 File Management in Agile PLM ......................................................................................................................................289 SmartRules.....................................................................................................................................................................290

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Preferences ....................................................................................................................................................................291 Assign Roles and Privileges.............................................................................................................294 Attachment Privileges.....................................................................................................................................................294 Object Attachment URL Formats .....................................................................................................299 File Folders Files Tab URL Formats ................................................................................................299 Program Contents Tab URL Formats ..............................................................................................299 Attachment URL Format Details.......................................................................................................299 Examples of Valid Item Object URLs .............................................................................................................................302 Configuring Product Cost Management ........................................................................ 305 Product Cost Management Configuration Checklist ........................................................................305 Ship To Location ..............................................................................................................................306 Product Cost Management Roles ....................................................................................................307 RFQ Terms and Conditions..............................................................................................................307 Configuring the RFQ Terms and Conditions Node.........................................................................................................308 Setting and Storing the RFQ Terms & Conditions Content ............................................................................................308 Making the Attribute visible in Sourcing Project class ....................................................................................................308 Making the Attribute Visible in Requests for Quote class...............................................................................................309 Bid Decision attribute in RFQ Responses ......................................................................................................................309 Adding criteria to Modify My Sourcing Project privilege .................................................................................................310 Adding Criteria to Read RFQs Privilege in Sourcing Project Manager Role ..................................................................310 Adding Criteria to Read Privilege ...................................................................................................................................310 Configuring Product Cost Management classes ..............................................................................311 Disabling Flex Fields ......................................................................................................................................................311 Tips for Configuring Flex Fields......................................................................................................................................312 Pulling Data from Item Master Flex Fields into Sourcing Projects..................................................................................312 Pushing Price Flex Fields from Sourcing Projects into the Item Master.........................................................................317 Price Adders...................................................................................................................................................................318 Pushing Response Flex Fields from Project-Analysis into Published Prices & Quote Histories ....................................320 Configuring BOM Filters ...................................................................................................................325 Setting up Names of BOM Filters...................................................................................................................................325 Configuring Product Portfolio Management ................................................................. 327 PPM-specific Privileges....................................................................................................................327 Create from Template Privilege......................................................................................................................................327 Microsoft Project Privilege..............................................................................................................................................327 Adding Program Contents in Modify Privilege................................................................................................................328 Enabling Assign Action in User Groups ...........................................................................................328 Configuring Project Summary Display .............................................................................................329 Status Nodes ....................................................................................................................................329

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Changing the Status Names the End User Sees ...........................................................................................................330 Modifying Status Node Settings .....................................................................................................................................330 Schedule Status .............................................................................................................................................................330 Cost Status.....................................................................................................................................................................332 Quality Status .................................................................................................................................................................333 Resource Status.............................................................................................................................................................333 Automatic Installation from PPM SmartRule ....................................................................................333 Default Roles Assigned Automatically to Agile PPM Users .............................................................334 How the Lists of Available Agile PPM Roles are Determined.........................................................................................335 UI Configuration Data.......................................................................................................................335 Accessing Gantt Charts..................................................................................................................................................337 Modify Privilege Mask Applied To Properties that Control Specific User Actions............................337 Notes about Privileges for Gantt Chart and Microsoft Project .........................................................342 Delete Object Privileges for Gantt Chart and Microsoft Project .....................................................................................342 Setting Up Restricted Delete Privileges ...........................................................................................343 Settings Required for Menu Command: Actions > Change to Canceled.........................................344 Variances Displayed in the General Info Tab Summary Table ........................................................344 Object Classes for Deliverables .......................................................................................................345 Enabling the Calculate Attributes .....................................................................................................346 Support for Microsoft Project Integration..........................................................................................348 Transferring Microsoft Project Work Values to Agile PPM as Days Effort .......................................348 Using Custom Agile PPM Subclasses in Microsoft Project 2002 and 2003 ....................................349 Microsoft Project/Agile PPM Integration: MSPSyncMapping.properties File...................................349 Configuring Agile Content Service ................................................................................ 353 About Agile Content Service ............................................................................................................353 How Agile Content Service Works ...................................................................................................353 Setting Up Agile Content Service .....................................................................................................354 Workflows for Transfer Orders .........................................................................................................356 Default ATOs Workflow ..................................................................................................................................................356 Default CTOs Workflow..................................................................................................................................................356 Tracking Published Data ..................................................................................................................357 Setting and Editing Destinations ......................................................................................................357 Agile Destinations...........................................................................................................................................................357 FTP Destinations............................................................................................................................................................359 File Destinations.............................................................................................................................................................360 HTTP and HTTPS Destinations .....................................................................................................................................361 JMS Destinations ...........................................................................................................................................................363 Editing Destinations........................................................................................................................................................364

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Resetting Destinations ...................................................................................................................................................364 Deleting Destinations .....................................................................................................................................................365 Setting and Editing Events ...............................................................................................................365 Scheduled Events ..........................................................................................................................................................365 Workflow Events.............................................................................................................................................................366 Editing Events ................................................................................................................................................................367 Deleting Events ..............................................................................................................................................................368 Setting and Editing Filters ................................................................................................................368 Editing Filters..................................................................................................................................................................371 Deleting Filters ...............................................................................................................................................................371 Setting and Editing Subscribers .......................................................................................................372 Validating Subscribers....................................................................................................................................................373 Enabling and Disabling Subscribers...............................................................................................................................374 Deleting Subscribers ......................................................................................................................................................374 Setting and Editing Package Services .............................................................................................374 Editing Package Services...............................................................................................................................................376 Setting and Editing Response Services ...........................................................................................376 Editing Response Services ............................................................................................................................................378 Deleting Response Services ..........................................................................................................................................378 Responses and Process Extensions................................................................................................378 Settings Required for Agile-To-Agile Publishing ..............................................................................379 Verifying Agile-to-Agile Publishing .................................................................................................................................381 Security Considerations ...................................................................................................................383 Content Transfer Order Originator Field.........................................................................................................................383 Using Agile PLM Roles to Define Destination-Specific Content in Automated Transfer Orders ....................................384 Configuring Product Governance & Compliance........................................................... 385 Configuring Agile PG&C...................................................................................................................385 Added to PG&C in PLM Release 9.2.2 ..........................................................................................................................386 Added to PG&C in PLM Release 9.2.2.1 .......................................................................................................................387 PG&C Configuration Checklist .........................................................................................................387 Declarations Classes in Brief ...........................................................................................................389 Integrated Components for PG&C ...................................................................................................390 ComplianceRollup.log in Log.xml File ............................................................................................................................390 Ensure that the Microsoft Excel-based Client has been properly Installed ....................................................................391 Configure Process Extensions for PG&C.......................................................................................................................392 Configuring the Substances and Weights Rollups in Excel Integration..........................................................................393 Administrator Nodes for PG&C-specific Settings .............................................................................393 Setting Unit Of Measure (UOM) .....................................................................................................................................394 Setting Your Signoff Message........................................................................................................................................394

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Scheduling Compliance Rollups.....................................................................................................................................394 Setting Compliance Rollup Rules...................................................................................................................................395 Mass Disclosure Full, Partial, and No Disclosure and Unreported Substances.......................................................396 Renaming Compliance States........................................................................................................................................397 Supplier Declaration Process Extensions ......................................................................................................................398 Specification Mapping ....................................................................................................................................................399 Configuring the PG&C Classes ........................................................................................................400 Overall Compliance and Summary Compliance in PG&C Business Objects.................................................................401 Items and Manufacturer Parts: Substances and Weights Rollups and the Child Level Attribute ...................................401 Specifications: Adding Exemptions ................................................................................................................................401 Declarations: Length of Declaration Name.....................................................................................................................402 Items: Need Compliance Check Attribute Removed ......................................................................................................402 Parts and Part Groups: Elapsed Time since Last Rollup Attribute Added......................................................................402 Items and Manufacturer Parts: Inactivating Compositions .............................................................................................402 Parts and Part Groups: Composition Type.....................................................................................................................403 Items and Manufacturer Parts: Importing Compositions and Substances......................................................................403 Parts and Part Groups: Mapping Feature ......................................................................................................................404 Part Groups: Configuring Part Families..........................................................................................................................405 Defining PG&C Users Roles and Privileges in PG&C ..................................................................407 Adding Users to Compliance Manager Lists and Compliance Searches .......................................................................407 Supplier Read Items Privilege ........................................................................................................................................408 Using the Declarations Workflow in RFIs.........................................................................................408 Deploying Custom Workflows in PG&C..........................................................................................................................409 Declaration Notifications.................................................................................................................................................409 Changes to PG&C Objects, Roles, and Privileges in an Upgraded Database ................ 411 Upgrading PG&C Business Objects, Roles, and Privilege Masks ...................................................411 Upgrading PG&C (Rel. 9.2.2)...........................................................................................................411 Compliance Migration Task and Mass Tolerance Percentage.......................................................................................411 Attributes to be Added to PG&C Business Objects (Rel. 9.2.2).......................................................413 Substances > General Info tab.......................................................................................................................................413 Default Read / Modify Privileges ....................................................................................................................................414 Upgrading PG&C (Rel. 9.2.1.3)........................................................................................................415 Attributes to be Added to PG&C Business Objects (Rel. 9.2.1).......................................................415 Declarations Cover Page ............................................................................................................................................415 Privilege Masks to be Added to Compliance Manager Role (Rel. 9.2) ............................................416 Attributes to be Added to Read Privilege Masks, by Base Class (Rel. 9.2).....................................417 Substances.....................................................................................................................................................................417 Attributes to be Added to Modify Privilege Masks, by Base Class (Rel. 9.2)...................................423

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Modify Declarations........................................................................................................................................................423

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PrefaceThe Oracle|Agile documentation set includes Adobe Acrobat PDF files. The Oracle Technology Network (OTN) Web site (http://www.oracle.com/technology/documentation/agile.html) contains the latest versions of the Oracle|Agile PLM PDF files. You can view or download these manuals from the Web site, or you can ask your Agile administrator if there is an Oracle|Agile Documentation folder available on your network from which you can access the Oracle|Agile documentation (PDF) files. Note To read the PDF files, you must use the free Adobe Acrobat Reader version 7.0 or later. This program can be downloaded from the Adobe Web site (http://www.adobe.com).

The Oracle Technology Network (OTN) Web site (http://www.oracle.com/technology/documentation/agile.html) can be accessed through Help > Manuals in both the Agile Web Client and the Agile Java Client. If you need additional assistance or information, please contact support (http://www.oracle.com/agile/support.html) (http://www.oracle.com/agile/support.html) for assistance. Note Before calling Agile Support about a problem with an Oracle|Agile PLM manual, please have ready the full part number, which is located on the title page.

TTY Access to Oracle Support ServicesOracle provides dedicated Text Telephone (TTY) access to Oracle Support Services within the United States of America 24 hours a day, 7 days a week. For TTY support, call 800.446.2398. Outside the United States, call +1.407.458.2479.

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ReadmeAny last-minute information about Oracle|Agile PLM can be found in the Readme file on the Oracle Technology Network (OTN) Web site (http://www.oracle.com/technology/documentation/agile.html).

Agile Training AidsGo to the Oracle University Web page (http://www.oracle.com/education/chooser/selectcountry_new.html) for more information on Agile Training offerings.

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Accessibility of Code Examples in DocumentationScreen readers may not always correctly read the code examples in this document. The conventions for writing code require that closing braces should appear on an otherwise empty line; however, some screen readers may not always read a line of text that consists solely of a bracket or brace.

Accessibility of Links to External Web Sites in DocumentationThis documentation may contain links to Web sites of other companies or organizations that Oracle does not own or control. Oracle neither evaluates nor makes any representations regarding the accessibility of these Web sites.

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IntroductionThis chapter includes the following:Welcome to Agile PLM Administrator .................................................................................................................. 1 Agile Product Lifecycle Management .................................................................................................................. 1 Administrative Capabilities................................................................................................................................... 2 Administrator Nodes ............................................................................................................................................ 3 Guidelines for Implementing Agile PLM............................................................................................................... 7 New Features in Administrator for Agile PLM 9.2.2............................................................................................. 8

Welcome to Agile PLM AdministratorWelcome to the Oracle|Agile PLM Administrator Guide for Oracle|Agile PLM (hereafter Agile PLM or Agile). This manual is a complete resource for setting up users and business objects in the Agile PLM system.

Documentation for the Agile PLM AdministratorThe Agile PLM documentation set is found at this Web site: http://www.oracle.com/technology/documentation/agile.html. Agile PLM administrators use Java Client to set up and manage the system. Therefore, before reading Agile PLM Administrator Guide, you might read Getting Started with Agile PLM Chapter 2, Navigating in Agile Java Client. Some administration tasks can be done using Web Client, for example, creating users. Someone assigned to user administrator tasks can refer to Getting Started with Agile PLM Chapter 3, Navigating in Agile Web Client. Getting Started with Agile PLM is also useful to Agile administrator to become familiar with: The user interfaces and operation of Agile PLM clients; Terminology and concepts used in Agile PLM solutions; General features such as searches, workflows, reports, and attachments (that is, file management). Note All Agile PLM documentation is available to you when you choose Help > Manuals in Java Client.

Agile Product Lifecycle ManagementThe Agile Product Lifecycle Management (PLM) suite provides the following product solutions: Agile Product Collaboration (PC) management and collaboration of product record information


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throughout the product lifecycle, across internal organizations and the extended supply chain. Accessed through Java and Web Clients. Agile Product Portfolio Management (PPM) integration of program and product information, streamlining business processes across the product lifecycle and across a portfolio of programs. Accessed through Web Client only. Agile Product Quality Management (PQM) integration of customer, product, quality, and regulatory information with a closed-loop corrective action system. (Formerly Product Service & Improvement.) Accessed through Java and Web Clients. Agile Product Cost Management (PCM) management of product costs across the product lifecycle and synchronization of product cost data and processes. Accessed through Web Client only. Configured in Java Client. Agile Product Governance & Compliance (PG&C) management and tracking all the substances and materials contained by any item or manufacturer part, allowing companies to meet substance restrictions and reporting requirements, design recyclable products, minimize compliance costs, and eliminate noncompliance on future products. Accessed through Web Client only. To understand how each of the Agile PLM solutions work, you may need to read other manuals in the Agile PLM documentation set. There are separate manuals for each product solution listed above.

Administrative CapabilitiesThe administrative features in Agiles Java Client help you configure and adapt Agile PLM to fit the way you already do business. Administrator nodes let you manage users and tailor aspects of Agile PLM to meet your companys requirements. Users, user groups, roles and privileges are all reusable objects, enabling you to easily manage user accounts, such as in the following tasks: Add and remove users, or set users as inactive Assign users to user groups, which consolidates previous use of departments and groups Assign users to roles, and customize roles for individual users Enable users to grant temporary privilege access to specified objects for other users Create one or more user administrators to assist in managing user accounts Establish a systemwide account policy for password aging, length, rules, lockout, and uniqueness Configure systemwide business rules that govern how the Agile PLM system responds to certain user actions Configure and assign AutoNumber sources Create workflows to route changes, each with their own set of statuses and settings, and each status with its own set of approvers, observers, and required fields Create subclasses of existing Agile PLM classes to create new types of objects

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Create tabs with new fieldsincluding numeric fields and money fieldsfor Agile PLM classes and subclasses Generate reports of Agile PLM users, objects, and administrative data.

Administrator NodesThis manual provides information about administrative capabilities of Agile PLM clients. It is designed to be used as a reference in your everyday work. It generally follows the organization of the nodes under the Admin tab in Java Client. Most of this manual documents Administrator nodes in Java Client. Administration functions that are available only in Web Client are detailed in Administrator Utilities in Web Client (on page 23).

Admin Nodes in Java ClientThe following table lists Agile PLM Administrator nodes found in Java Client. Your company

Agile Product Lifecycle Management Admin Guide

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