Beruflich Dokumente
Kultur Dokumente
Publication Number
MT00300 L3
Teamcenter 2007
Enterprise Knowledge Management
Publication Number
MT00300 L3
Manual History
Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Audience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 9
Organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Enterprise Knowledge Management Manual Set . . . . . . . . . . . . . . . . . . . . . . 16
Submitting Comments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Proprietary and restricted rights notice . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1
Enterprise Knowledge Management Installation Process . . . . . . . . . . . . . . . . 1-1
Enterprise Knowledge Management Network Architecture . . . . . . . . . . . . . . . 1-1
Installation Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-9
Planning Your Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-12
Required References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-12
Installation Worksheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-13
Part V: Appendixes
Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-1
Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-1
Installation Utility and Configuration Editor . . . . . . . . . . . . . . . . . . . . . . . . B-1
Communications Multiplexor (MUX) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-4
Translation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-5
Search Engine Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-8
Database Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-10
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Index-1
Figures
Tables
Audience
This manual is intended for the person who installs Enterprise Knowledge
Management servers. It assumes that you are familiar with the following tasks
and concepts:
• Basic Enterprise Knowledge Management usage, services (such as the MUX and
dispatcher), and terminology (such as the Enterprise Knowledge Management
trusted user).
If you install Enterprise Knowledge Management thin client and rich client solutions,
you must be familiar with basic use and administration of a Web application server.
If you install legacy Web-based Enterprise Knowledge Management products, you
must also be familiar with basic Web server administration tasks, such as creating
virtual directories.
1. The Enterprise Knowledge Management classic client is automatically installed on Enterprise Knowledge Management server hosts.
Organization
This manual is organized into five parts:
• Part I, Preparing to Install Enterprise Knowledge Management, provides an
overview of Enterprise Knowledge Management installation and describes
procedures to perform before you begin installing Enterprise Knowledge
Management.
• Part II, Installing the Enterprise Tier, describes how to install the enterprise
tier, which consists of the Enterprise Knowledge Management corporate server
and supporting software.
• Part III, Installing the Web Tier, describes how to install the thin client and
the rich client and how to deploy an Enterprise Knowledge Management Web
application on a Web application server.
Part V – Appendixes
Part V contains the following appendixes:
Conventions
This guide uses the conventions described in the following sections.
A caution icon identifies practices that can either produce results contrary to
what you expect or result in damage to software or data.
• The examples may reflect an earlier version of the product. The functionality,
however, remains the same.
Syntax Definitions
This manual uses a set of conventions to define the syntax of Enterprise Knowledge
Management language statements, commands, and functions. Following is a sample
syntax format for a MODeL statement:
define value set value-set-name {’[’value [, value ...] ’]’ | date}
The conventions are:
Submitting Comments
Portions of Teamcenter software are provided by third-party vendors. Special
agreements with these vendors require Siemens PLM Software to handle all problem
reports concerning the software they provide. Please submit all comments directly to
Siemens PLM Software.
Please feel free to give us your opinion of the usability of this manual, to suggest
specific improvements, and to report errors. Mail your comments to:
Siemens PLM Software Technical Communications
5939 Rice Creek Parkway
Shoreview, MN 55126
U.S.A.
To submit an incident report, you can use the Siemens PLM Software GTAC online
support tools at the following URL:
http://support.ugs.com
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1
1 Overview
1 Overview
This chapter also provides an Installation Worksheet, on which you can record
important information needed during installation.
SYSTEMS
Administrative database
Corporate Server Corporate user database
Key database
Operational database*
Administrative database*
User database* Operational database*
WrkGrp1 AreaSvr
The Enterprise Knowledge Management hosts in the sample configuration are listed
in table 1-1.
host. This section provides an overview of database interaction with the Enterprise
Knowledge Management server.
Chapter 4, Installing Oracle, describes how to install and configure Oracle for
Enterprise Knowledge Management.3
The Enterprise Knowledge Management corporate server must have access to a
database server or a database client. Typically, database software (server or client)
is installed on the same host as the Enterprise Knowledge Management corporate
server. Figure 1-2 shows a three-host configuration with a database server on one
host, a database client and Enterprise Knowledge Management corporate server on
a second host, and an Enterprise Knowledge Management client on a third host.
SYSTEMS SYSTEMS
Teamcenter
Enterprise Client
3. This information is also contained in an appendix in the Network and Database Configuration Guide that describes how to install
and configure Oracle for Enterprise Knowledge Management.
Unmanaged host
A host that is not known to Enterprise Knowledge Management. This host is
not defined in the Enterprise Knowledge Management configuration, and no
Enterprise Knowledge Management communications software is installed on it.
Web server
Server program that serves files to clients running Web browsers using
Hypertext Transfer Protocol (HTTP). In an Enterprise Knowledge Management
network, the Web server also distributes Java applets (such as e!Vista tasks,
described later in this manual) that provide user interfaces to Enterprise
Knowledge Management that run on client hosts. For information about setting
up a Web server for Web-based Enterprise Knowledge Management products,
see chapter 16, Configuring Legacy Web-Based Products.
Figure 1-3 shows various Enterprise Knowledge Management clients and how they
are served within an Enterprise Knowledge Management network.
SYSTEMS
Web Application
Server
Thin Client Rich Client
SYSTEMS
Special Services
Host
Teamcenter
Enterprise
Server
Web Server
• Rich client
Web application interface to Enterprise Knowledge Management with
integrations to CAD authoring tools and additional optional capabilities.
4. An Enterprise Knowledge Management administrator builds Web applications using the Teamcenter Web Application Manager. For
more information about the Web Application Manager, see chapter 9, Installing Thin Client Solutions.
• Classic client
Enterprise Knowledge Management software installed on a managed host
that provides a proprietary browser interface, the Enterprise Knowledge
Management home collection, that allows you to locate, view, create, and modify
database data and operating system files in the directories that you register
with Enterprise Knowledge Management. The classic client communicates
with the Enterprise Knowledge Management server through locally installed
communications software (MUX and dispatcher).
5. For information about installing e!Vista on a Web server and configuring a Web server to service e!Vista clients, see chapter 16,
Configuring Legacy Web-Based Products.
Web Actions
Teamcenter
Enterprise
Servers
Business Data
View Processing
View Rendering
• The Web tier is the interface between Web clients on the client tier and
the Enterprise Knowledge Management server network on the enterprise
information system tier.
The Enterprise Knowledge Management Web tier requires a host containing a Web
application server. The Web application server communicates with the Enterprise
Knowledge Management server and services requests issued through a Web browser
as shown in figure 1-5.
SYSTEMS SYSTEMS
Web Browser
• Teamcenter Toolkit
Web-based toolkit for developing and deploying interfaces to Enterprise
Knowledge Management. Because the Web application engine manages
implementation details such as authentication, session management, and page
navigation, Web developers with little or no Enterprise Knowledge Management
knowledge can design applications that seamlessly integrate with the application
server.
For information about installing thin client solutions, see chapter 9, Installing Thin
Client Solutions.
Installation Tools
This section describes software you use to install Enterprise Knowledge Management
and supporting applications on the Enterprise Knowledge Management corporate
server host.
6. For instructions on upgrading an existing Enterprise Knowledge Management server installation, see the appropriate upgrade
guide (for upgrading from Enterprise Knowledge Management 2005 SR1, Enterprise Knowledge Management 3.1, or Enterprise
Knowledge Management 3.0).
The installation utility allows you to customize database information and to select
Enterprise Knowledge Management server solutions and components to install.
The installation utility installs the Enterprise Knowledge Management software
and automatically configures your corporate server, then launches the Configuration
Editor, allowing you to perform additional steps to complete the installation.
After initial installation is complete, the cfgedit2 command launches the
Configuration Editor. You can run the Configuration Editor any time after
installation to further modify your Enterprise Knowledge Management installation
as needed. For information about using the Configuration Editor, see the Network
and Database Configuration Guide and also the Configuration Editor Online Help.
7. A deployable file is a Web archive (.WAR) or enterprise archive (.EAR) file, depending on the solutions it contains.
• Is your database software installed and operational? Will you use a single
database or distributed databases? (For more information about single versus
distributed databases, see the Network and Database Configuration Guide.)
• Will you install the Enterprise Knowledge Management indexed search? Which
database will contain your search collections?
• If you are installing legacy Web-based products (such as e!Vista), is your Web
server installed and operational?8
• What other servers (local area servers or work group servers) will you include in
your Enterprise Knowledge Management network?
• Will you install any special services hosts to distribute document management
services?
Required References
In addition to this manual, be sure you also have the following manuals and
references available during Enterprise Knowledge Management installation:
• Release Bulletin
This manual contains the latest information about Enterprise Knowledge
Management 2007, including issues that may affect your installation. Read this
manual before you begin an Enterprise Knowledge Management installation.
8. For information about Siemens PLM Software-supported Web servers and Web application servers, see chapter 2, System
Requirements.
• Installation Worksheet
This worksheet, next in this chapter, is where you can record vital information
you will need during Enterprise Knowledge Management installation. This
information is also useful after installation is complete, so keep it as a reference
for future use.
Installation Worksheet
Use this worksheet to record important information about your Enterprise Knowledge
Management installation. Throughout this manual, you will be instructed to enter values on this
worksheet and also to obtain values here when they are needed.
Oracle Users, Groups, and Directories
Oracle UNIX User Group Oracle UNIX User
Group Name: dba User Name:
Group ID: User ID:
Password:
Oracle Administrator Account Proper Name:
User Name: (Default: system) Home Directory:
Password: Default Shell:
ORACLE_SID ORACLE_HOME
or Oracle Net TNS_ADMIN
Service Name
(TWO_TASK):
Password:
Proper Name:
Home Directory
(MTI_ROOT):
Default Shell:
2 System Requirements
2 System Requirements
This chapter defines the software and hardware requirements for running Enterprise
Knowledge Management.
Software Requirements
The Enterprise Knowledge Management is supported on the following platforms:
Hardware Requirements
Table 2-1 lists the minimum hardware requirements for the Enterprise Knowledge
Management corporate server host. For more information about planning system
resources, see the Network and Database Configuration Guide.
5. For database server and client disk space requirements for your platform, see your Oracle documentation.
When running in a multibyte locale using a character set other than UTF-8,
characters received by Enterprise Knowledge Management must fall within the
valid external encoding specification byte ranges noted in table 2-2. Characters that
do not fall within the valid byte ranges are not supported and are not convertible.
Upon entry into Enterprise Knowledge Management, all characters are checked
for conformance to the external encoding specification and, if necessary, converted
to an internal encoding specification within Enterprise Knowledge Management.
Characters that fall within the internal encoding specification are not converted
and are used directly within Enterprise Knowledge Management. Table 2-2 shows
Enterprise Knowledge Management internal and external encoding specifications.
• Not all character sets are equivalent. In some cases, a platform or user
can define additional characters and add them to the base character set.
These additional characters are not convertible and are not supported.
Before you install the Enterprise Knowledge Management corporate server, you
must create the Enterprise Knowledge Management trusted user account. This is
the account you log in to when you install Enterprise Knowledge Management.
This procedure requires root privileges. If you do not have root privileges on the
corporate server host, your system administrator must perform this procedure.
For example, the following entry assigns the number 111111 to the pdmusr
group:
pdmusr:*:111111:
2. Create a UNIX user (pdm or other user) and assign it a user ID number,
proper name, home directory, and default shell, and assign it to the Enterprise
Knowledge Management user group. Add the following entry to your UNIX
password file:
username::user-ID:group-ID:proper-name:user-home-dir:shell
For example, the following entry creates a UNIX user named pdm with the
proper name Enterprise Knowledge Management Trusted User:
pdm::222222:111111:Enterprise Knowledge Management Trusted User:/usr/pdm:/bin/csh
4. Add root to list of users in the Enterprise Knowledge Management user group.
For example:
pdmusr:*:111111:pdm,root
For example:
mkdir /usr/pdm
For example:
chown pdm /usr/pdm
For example:
chgrp pdmusr /usr/pdm
4 Installing Oracle
4 Installing Oracle
This chapter describes how to install and configure Oracle for use with Enterprise
Knowledge Management 2007.
These procedures require root privileges. If you do not have root privileges on your
system, these procedures may need to be performed by your system administrator or
by your Oracle administrator.
Oracle Database
Oracle User
administrative
Oracle User
key
Oracle User
corporate user
1. In a default installation, these databases will be named admm70a, keym70a, and sum70a, respectively.
• On IBM AIX systems, make sure you enable asynchronous I/O before
installing Enterprise Knowledge Management. This ensures correct
linking with Oracle-related Enterprise Knowledge Management
executables. To determine whether asynchronous I/O is enabled, enter the
following UNIX command:
lsdev -C -t aio
When updating your system startup file, observe the following considerations:
• Do not set the csh noclobber option in either your .login or .cshrc file.
• If you use a .cshrc file, do not include cd commands. The Enterprise Knowledge
Management installation program assumes that the .cshrc file does not change
the environment from the environment displayed at the operating system
prompt, or changes it correctly to match the environment displayed at the
operating system prompt.
• If your startup file modifies the PATH environment variable, make sure the
Oracle coraenv command is the last command in your startup file:
source $ORACLE_HOME/bin/coraenv
3. Recall that in Enterprise Knowledge Management, Oracle databases are called database servers, and that Oracle users are called
databases.
4. If you are not an Oracle administrator, you may not have access to the Oracle system account. In this case, your system administrator
must create an Oracle UNIX user account that the Enterprise Knowledge Management installation utility can use to create databases
during Enterprise Knowledge Management installation.
If your corporate server host is an Oracle client host, make sure you obtain
these values from your Oracle server administrator before you install Enterprise
Knowledge Management.
• keyinstance-name (key)
If you want to use different database settings, you can modify these settings during
Enterprise Knowledge Management installation. For example, you could choose one
of the following configurations:
• Use different names for the databases Enterprise Knowledge Management
creates.
5. For example, if the instance name is m70a, this databases are named admm70a, keym70a, and sum70a. If you change the Enterprise
Knowledge Management instance name, the installation utility changes the default database names accordingly.
6. The installation utility uses this default location unless you enter a value in the Tablespace Location field. (The default location is not
displayed.) Contact your database administrator to obtain the correct location for tablespace data files.
2. Enter the password for the Oracle administrator account. You obtained this
password in Obtaining Oracle Server Information, earlier in this chapter.
4. Verify that the Oracle instance is running by entering the following command:
select sysdate from dual;
If SQL*Plus displays the system date, the Oracle instance is running. If not,
contact your Oracle administrator or your Oracle documentation for possible
solutions.
PARAMETER VALUE
----------------------- -----------------------
NLS_CHARACTERSET value
3. Close SQL*Plus.
Perform this procedure on the corporate server host whether the host contains
an Oracle client or an Oracle server.
3. Stop and restart the Oracle listener process by entering the following commands:
lsnrctl stop LISTENER_HOSTNAME
lsnrctl start LISTENER_HOSTNAME
b. Locate the initSID.ora file (where SID is the Oracle instance name) in your
$ORACLE_HOME/dbs directory. Open this file in a plain text editor such
as vi.
d. Locate the open_links parameter in the file. Change its value to at least
the number of Enterprise Knowledge Management databases plus 2. For
example, if you use the three default databases (administrative, key, and
corporate user), set this parameter to 5 or higher. (The default value is 4.)
f. Save the changes to the initSID.ora file and close the text editor.
9. An Oracle client host is any host on which the msql executable is run.
This chapter describes how to prepare your system environment for Enterprise
Knowledge Management installation by setting Enterprise Knowledge Management
environment variables and starting the FLEXnet Manager license manager. After
completing these procedures, you can begin installing Enterprise Knowledge
Management as described in chapter 6, Installing Enterprise Knowledge
Management.
• How to install Enterprise Knowledge Management licenses and start the license
manager.
– C compiler
If you customize Enterprise Knowledge Management and if your PATH
statement includes paths to more than one C compiler, ensure that the path
• VC_HOSTNAME (Optional)
If you want to assign your Enterprise Knowledge Management corporate server
host a name other than the physical server host name, set VC_HOSTNAME to
the name you want Enterprise Knowledge Management to use. If this variable is
not defined in the system environment, Enterprise Knowledge Management uses
the physical host name as the corporate server host name.
Replace image-path with the full path to the Enterprise Knowledge Management
distribution image.
If you use a previously installed FLEXnet license manager, you may use the
same license manager daemon (lmgrd) to manage the Enterprise Knowledge
Management license file in any of the following configurations:
• Single license server node, single daemon, single license file.
• Single license server node, single daemon, multiple license files.
• Single license server node, multiple daemons, multiple license files.
• Multiple license server nodes, running one daemon and one license file
each.
1. On a local area or work group server, set LM_LICENSE_FILE to port@host-name as described in chapter 13, Installing Local Area and
Work Group Servers.
################################################################################
# #
# UGS Corp. #
# License File #
# #
# Sold-To/Install: 82621 WebKey Access Code: QVYYH372KT #
# Contact Name: JOHN SMITH Created: 06/09/2005 #
# Customer Name: ACME CORP #
# E-mail Address: john.smith@acmecorp.com Version: 4 #
################################################################################
#
# Enterprise license files containing the TS_OK attribute
# to enable use of a Terminal Server client in an
# Enterprise 3.1 and later environment can be requested
# by submitting an email to DSOM@ugs.com.
#
SERVER YourHostname ag63bc5 8575
VENDOR mtid
INCREMENT acd mtid 50.0 permanent uncounted C1B8FFCC9B93 HOSTID=ANY \
SUPERSEDE ISSUED=09-jun-2005 ck=86
INCREMENT apc mtid 50.0 permanent uncounted DEC434597452 HOSTID=ANY \
SUPERSEDE ISSUED=09-jun-2005 ck=125
INCREMENT author mtid 50.0 permanent 175 979C9A7B8010 HOSTID=ANY \
SUPERSEDE DUP_GROUP=UHD ISSUED=09-jun-2005 ck=115
INCREMENT c9t mtid 50.0 permanent uncounted 97FACDF581B2 HOSTID=ANY \
SUPERSEDE ISSUED=09-jun-2005 ck=213
INCREMENT ccf mtid 50.0 permanent uncounted 7D28653FB13D HOSTID=ANY \
SUPERSEDE ISSUED=09-jun-2005 ck=120
INCREMENT ccm mtid 50.0 permanent uncounted D40EF4BDB821 HOSTID=ANY \
SUPERSEDE ISSUED=09-jun-2005 ck=87
INCREMENT cms mtid 50.0 permanent uncounted 402FEA959642 HOSTID=ANY \
SUPERSEDE ISSUED=09-jun-2005 ck=113
INCREMENT cnf mtid 50.0 permanent uncounted 97FACDF581B2 HOSTID=ANY \
SUPERSEDE ISSUED=09-jun-2005 ck=169
INCREMENT consumer mtid 50.0 permanent 275 EA685A2B9192 HOSTID=ANY \
SUPERSEDE DUP_GROUP=UHD ISSUED=09-jun-2005 ck=108
INCREMENT dmm mtid 50.0 permanent uncounted 7D28653FB13D HOSTID=ANY \
SUPERSEDE ISSUED=09-jun-2005 ck=133
INCREMENT lcm mtid 50.0 permanent uncounted 62E536E4687E HOSTID=ANY \
SUPERSEDE ISSUED=09-jun-2005 ck=110
INCREMENT omf mtid 50.0 permanent uncounted D40EF4BDB821 HOSTID=ANY \
SUPERSEDE ISSUED=09-jun-2005 ck=148
INCREMENT psm mtid 50.0 permanent uncounted 402FEA959642 HOSTID=ANY \
SUPERSEDE ISSUED=09-jun-2005 ck=48
INCREMENT vpd mtid 50.0 permanent uncounted AB58DB71B961 HOSTID=ANY \
SUPERSEDE ISSUED=09-jun-2005 ck=172
FEATURE server_id mtid 40.0 permanent 1 3B8FC5A2D73F \
VENDOR_STRING="82621 - ACME CORP" user_info=QVYYH372KT \
ISSUER=UGS ck=90
2. Locate the lines in the license file that resemble the following:
SERVER YourHostname ag63bc5 8575
VENDOR mtid
3. Replace YourHostname with the name of the host on which you run the license
manager.
The value 8575 in the SERVER line specifies the default port used by the
license manager. If this port is in use by another program on your system,
replace 8575 with the port number you want the license manager to use.2
4. To the line that begins VENDOR mtid, add the path to the license manager
daemon mtid. (In a default installation, this value is MTI_ROOT/install/mtid.)
For example:
VENDOR mtid /tc50a/install/mtid
Make sure you include a space before the path to the license manager
daemon.
2. Valid port numbers are values between 1024 and 65535. For a list of assigned port numbers, see the /etc/services file.
If you change your license manager host, you must generate a new license file.
You can generate a new permanent license file by following the instructions at
the Siemens PLM Software License Management site:
http://www.ugs.com/Support/LicenseManagement
You must have a Siemens PLM Software WEBKEY account to use this service.
You must also provide the lmhostid value for your license manager host. You
can find this value by entering the lmutil lmhostid command from your
FLEXnet Manager directory.
• You can check the license manager daemon status at any time by entering
the following command:
lmutil lmstat -a
• If necessary, you can shut down the license manager by entering the
following command:
lmutil lmdown
If you use a previously installed FLEXnet Manager daemon, start the license
manager using whatever method is required by your FLEXnet administrator.
For information about using an existing license manager daemon to manage
multiple license files, see the FLEXnet Licensing End User Manual in your FLEXnet
software directory or at MTI_ROOT/htmlman/EndUser/TOC.htm after Enterprise
Knowledge Management installation is complete. For more information about
Enterprise Knowledge Management licensing, see the Administrator’s Manual.
This chapter describes how to install and configure your Enterprise Knowledge
Management corporate server using the Enterprise Knowledge Management
installation utility. For information about installing Enterprise Knowledge
Management on a local area or work group server, see chapter 13, Installing Local
Area and Work Group Servers.
For instructions on upgrading an existing Enterprise Knowledge Management
server installation, see the appropriate upgrade guide (for Enterprise Knowledge
Management 2005 SR1, 3.1, or 3.0).
For information about integrations, solutions, software, clients and CAD tools
not supported on HP-UX Itanium, see Release Bulletin for Enterprise Knowledge
Management 2007.
3. Define the settings and content for your corporate server and begin installation
as described in the following procedures.
2. In the Port Number field, enter the IP port used by the Enterprise Knowledge
Management MUX for this instance. The default value for this field is 7701.
The MUX port number must be different from the port used by the FLEXnet
license manager, which by default is 8575.2
1. Enterprise Knowledge Management runs separate MUX and dispatcher services for each instance.
2. Valid port numbers are values between 1024 and 65535.
The installation utility searches disk locations in the order they are
displayed in the Disk Locations for Install Images field and installs each
software component from the first directory in which it finds the files
needed.
Select server solutions:
2. In the Modify Database Information dialog window, click the Database Servers
tab.
3. In the Database Servers field, select your database server, then click Modify.
4. In the Modify Database Server dialog window, enter the password for the Oracle
administrator account in the System Password field.3
5. Enter any other values you need to modify in the Modify Database Server dialog
window, then click OK.
6. If you want to modify the default database configuration, click the Databases
tab and enter the changes you want to make. Otherwise, click OK.
For information about the default Enterprise Knowledge Management database
configuration, see Planning Enterprise Knowledge Management Database
Configuration in chapter 4, Installing Oracle.
For information about modifying database information, see the Network and
Database Configuration Guide.
Select components:
1. If you want to add e!Vista, online documentation, or support files to your
corporate server, click Add Component. Otherwise, skip the remaining steps in
this procedure and proceed to Begin installation:, next in this section.
2. In the Add Component dialog window, select the components you want to install:
Product Description
e!Vista Server libraries for e!Vista. This is required if your
corporate host contains a Web server that will serve
e!Vista clients.
Online documentation Library of manuals for all Enterprise Knowledge
Management products, accessible through a Web
browser.
Support files Software libraries needed to customize the Enterprise
Knowledge Management server solutions you install.
3. If you want to change the installation path for a component, click Browse to
choose a different path. Otherwise, click OK.
2. In the Advanced Encryption Settings window, select the Enable FIPS 140-2
checkbox to enable the FIPS security algorithm.
3. In the Key File Directory field, specify the directory where the key file is stored.
3. You obtained this password from your database administrator in Obtaining Oracle Server Information in chapter 4, Installing Oracle.
4. In the Key File Name field, specify the name of the key file.
5. From the Encryption Mode dropdown list, select the FIPS or Domestic option.
The default option is FIPS. It provides the maximum security as it uses certified
algorithms.
1. Log in as root.
1. Open your system startup file (.login, .cshrc, or .profile) in a plain text editor.
.profile file:
if [ -r MTI_ROOT/config/pdmsetup.sh ]; then
. /MTI_ROOT/config/pdmsetup.sh
fi
1. Verify the license manager status by entering the following command from the
install directory under MTI_ROOT:
lmutil lmstat -a
4. The installation script creates the root.sh script in the MTI_ROOT/install directory during Enterprise Knowledge Management
installation.
5. If you automated setting of Enterprise Knowledge Management environment variables, this is performed automatically when you
log in.
6. The netstart command starts the Enterprise Knowledge Management communication services (MUX and dispatcher) and generates
network status log files in the directory from which you enter the command. The log files are named muxlog.n, dsplog.n, and dspout.n,
where n denotes a session number.
foundation on any other machine, connect to the server and perform normal
operations such as check in or check out to verify the server installation.
• Access also can be restricted by denying other users execute access to the
olaunch file. Since olaunch is owned by root, it is not effective to allow only
owner-execute permission on the file itself, because the Enterprise Knowledge
Management trusted user must execute it. However, if the Enterprise Knowledge
Management trusted user is a member of a trustworthy group, olaunch can be
assigned to that group and can be given owner and group execute permission
only. If group permits are not sufficient to restrict access, olaunch can be moved
to a directory to which only the Enterprise Knowledge Management trusted
user has search permission. If this is done, the configuration variable for the
OS_SERV entry in the service configuration map (service.cfg) must be updated
to the new path.
Generally, it is considered a security risk to allow someone to start an
Enterprise Knowledge Management operating system server (OS_SERV)
as root. The Enterprise Knowledge Management software includes checks
to disallow this.
Siemens PLM Software does not recommend validating the UNIX root
account on any host as any Enterprise Knowledge Management user. It is
more common to validate other UNIX users to have Enterprise Knowledge
Management super user privileges. At a minimum, this would include the
UNIX user that is the Enterprise Knowledge Management trusted user.
If you must run as root, you must circumvent the Enterprise Knowledge
Management security check by placing the file olaunch.su in the /etc
directory. The file need not contain anything; it must simply exist in this
directory.
For Enterprise Knowledge Management, you can create a script (called pdmstart)
to start the MUX communication program and dispatcher. This is a simple script
that is run by the Enterprise Knowledge Management account. For example:
pdmstart
#!/bin/csh
source MTI_ROOT/config/pdmsetup
cd $MTI_ROOT
netstart
source MTI_ROOT/config/pdmsetup
dspstop
muxstop
7 Configuring Enterprise
Knowledge Management
7 Configuring Enterprise
Knowledge Management
You can configure your Enterprise Knowledge Management network using the
Configuration Editor (figure 7-1).
5. Click Add.
6. In the Name field, enter a name for the Autonomy IDOL search engine. The
default name is DRE followed by a number, for example, DRE1.
7. In the Search Engine Host field, select the host on which you want the search
engine service to run.1
9. If you want the search engine to use different port numbers than the default
values shown, consult your network administrator for available port numbers,
then update the port numbers you want to change.
10. Select the databases you want to index for search by selecting the database
names and clicking Add or Remove.
11. Click OK. The Configuration Editor launches the search engine installer.
12. When the search engine installation is complete, close the Modify Database
Information dialog window.
• English • Italian
• French • Spanish
• German • Finnish
1. The indexed search can engine can be installed on your corporate server or on a local area or work group server, but is not supported
on workstation (client) hosts. The Search Engine Host field displays all server hosts in your network.
2. Valid values for the SEARCH_ENGINE_USE configuration variable are ALL, INDEX, PAUSE, or NONE. For descriptions of these values
and how to set them, see the Configuration Editor Online Help or the Network and Database Configuration Guide.
language preference, the thin client preselects the language specified in the
SE_DEFAULT_INDEX_LANGUAGES variable.
The classic client does not use the SE_LANGUAGES or search preferences.
The classic client performs all searches using all languages.
This chapter describes how to install the Teamcenter Web Application Manager,
which you use to install Enterprise Knowledge Management Web applications.
Before you install the Web Application Manager, install a Siemens PLM
Software-supported Web application server on your Web application server
host. For information about Web application servers certified for your
platform, see the Siemens PLM Software Certification Database:
http://support.ugs.com/online_library/certification/
Replace image-path with the full path to the Enterprise Knowledge Management
distribution image.
This chapter describes how to install thin client solutions using the Teamcenter
Web Application Manager.
This chapter describes how to create and modify thin client Web applications, and
how to configure thin client solutions.
• Make sure your corporate server contains the prerequisite server solutions
for all thin client solutions you want to install. If necessary, add any missing
prerequisite server solutions to the corporate server as described in chapter 15,
Adding Server Solutions and Components.
1. Application Registry is provided in the Teamcenter Enterprise Services software distribution image.
2. Teamcenter Interface thin client solutions integrate Enterprise Knowledge Management with other Teamcenter products such as
Teamcenter’s portfolio, program and project management using Application Registry.
2. In the Copy ICD Files dialog window, click Browse to locate and select the
INSTALL_ENTERPRISE.JAR file. Alternatively, you can enter the path to
the INSTALL_ENTERPRISE.JAR file, including the file name in the path.3
2. Enter values for the Name and Staging Location fields for your Web application
and, optionally, a description of the Web application.
3. Make sure the Disk Locations for Install Images field contains the correct path
to the Enterprise Knowledge Management files. (This is the path from which you
copied installation files in Copy solution installation files:, earlier in this section.)
If necessary, select the path shown and click Modify to correct it.
If you are installing solutions from multiple disk locations, click Add to add
additional paths. If necessary, remove paths from the list by selecting them
and clicking Remove.
For each selected solution, the Web Application Manager searches disk locations
in the order shown in the Disk Locations for Install Images field and installs
from the first directory in which it finds the files needed.
4. Click Solutions.
6. If you want to further configure your Web application, click Advanced Web
Application Options. The Advanced Web Application Options dialog window
allows you to specify the following options:
• File name for the deployable file.4
3. The INSTALL_ENTERPRISE.JAR file is in the image-path/UNIX directory in the Enterprise Knowledge Management Web clients
distribution image.
4. The Web Application Manager builds a deployable WAR or EAR file, depending on the Thin client solutions you select.
For information about these options, see the Web Application Manager Help.
5. Shared login reduces the number of authentication operations you perform when working in a session with multiple components
or applications that are integrated with Enterprise Knowledge Management. For example, if you use Product Data Management,
shared login functionality allows you to share an established client credential in a secured way among applets and Microsoft Office
applications that run on the client machine.
6. You set this configuration variable in Setting Configuration Variables for Teamcenter Security Services in chapter 7, Configuring
Enterprise Knowledge Management.
• For more information about the Single Sign-On Login Service and
Single Sign-On Service thin client solutions, see the Security Services
Installation/Customization manual.
Build and deploy the Web application:
1. After solution installation is complete, build a deployable file:
a. If you select Automatically Build Deployable File7 in the Advanced Web
Application Options dialog window, you can skip this procedure.
In the Modify Web Application dialog window, click Generate Deployable
File.
b. Enter a name for the deployable file in the Deployable File Name field
(alphanumeric characters only), then click OK.
If you plan to deploy multiple Web applications from the same staging
location, make sure you give each deployable file a unique name.
2. In the Web Applications list, select the application you want to modify and
then click Modify.
The Web Application Manager displays the Modify Web Application dialog
window (figure 9-1).
7. If you select this option, the Web Application Manager automatically builds a deployable file after you install Enterprise Knowledge
Management solutions.
The following sections describe some of the procedures you can perform from the
Modify Web Applications dialog window.
2. In the Name column, select the context parameter you want to change.
The Req field indicates whether the selected context parameter is required.
Required context parameters must contain a value.
The Description for Selected Parameter field contains a description of the
selected context parameter.
3. In the Value column, double-click the current value and then change the value.
If you use Oracle Application Server 10g, Siemens PLM Software recommends
that you set the compressionResponseWrapperImplComplyWithSpec
context parameter to false to disable servlet specifications. By default,
this value is set to true. This context parameter works in conjunction
with compressResponse context parameter and is applicable only if
compressResponse is set to true. compressResponse is set to true by
default.
Changes to context parameters do not take effect until you generate a
deployable file and deploy the Web application on your Web application
server. For more information, see Generating a Deployable File, later in this
chapter, and chapter 10, Deploying an Enterprise Knowledge Management
Web Application.
Adding Solutions
To add solutions to the selected Web application, perform the following steps:
1. In the Modify Web Application dialog window, click Add Solutions.
Reinstalling Solutions
The Web Application Manager allows you to reinstall a previously installed
Teamcenter’s enterprise knowledge management solution. This is helpful if you
want to install a later version of a solution than the version currently installed. To
reinstall a solution, perform the following steps:
1. In the Modify Web Application dialog window, click Reinstall Solutions.
The Web Application Manager displays the Reinstall Solutions dialog window.
2. In the Solutions Available For Re-Installation field, select the solutions you want
to install, then click OK. If you click OK without selecting any solutions, the Web
Application Manager reinstalls all solutions in the list.
If the Web Application Manager does not detect any solution components that
are newer than those already installed, it displays the following prompt:
No new components detected. Do you want to force reinstallation
of all components for the selected solutions?
If you want to continue with the reinstallation, click Yes. Otherwise, click No to
cancel reinstallation.
To complete the reinstallation, perform the procedures in chapter 10,
Deploying an Enterprise Knowledge Management Web Application.
2. Enter a name for the deployable file in the Deployable File Name field
(alphanumeric characters only), then click OK.
If you plan to deploy multiple Web applications from the same staging
location, make sure you give each deployable file a unique name.
For more information about modifying and customizing Web applications, see the
Thin Client Customization manual.
8. Depending on the solutions you select, the deployable file will be either a Web archive (WAR) or enterprise archive (EAR) file.
9. If you select this option, the Web Application Manager automatically builds a deployable file after you install Enterprise Knowledge
Management solutions.
• Shared login
10. Microsoft Office interface menu options are still displayed in Microsoft Office applications if the Microsoft Office interface was
activated before nonapplet operation was enabled. For information about activating the Microsoft Office interface to Enterprise
Knowledge Management, see the Client Installation manual.
Configuring Solutions
This section describes additional procedures to configure thin client solutions using
the Web Application Manager.
2. In each Web application in which you want to enable the Online Manuals link in
the navigation bar, set the onlineDocsDeploymentURL context parameter to the
location of the installed online manuals:
http://host-name:port-number/Web-application-name/teamcenter/onlinedocs/
defaultlocale/mtibooks
Replace host-name with the name of your Web application server host.
Replace port-number with the port number used by your Web application server.
Replace Web-application-name with the name of the application that contains
the Online Manuals solution.
For example, if your host-name is AcmeCorp, your Web
application server uses port 7001, and your application
name is TCENTDOCS, set onlineDocsDeploymentURL to
http://AcmeCorp:7001/TCENTDOCS/teamcenter/onlinedocs/
defaultlocale/mtibooks.
3. Rebuild and deploy each Web application for which you enable the Online
Manuals link
The Online Manuals solution uses applets. If you enable nonapplet operation,
the Online Manuals solution is disabled. For more information about
nonapplet operation, see Configuring Nonapplet Operation, earlier in this
chapter.
After you complete installation of the Online Manuals solution, you can access the
online manuals collection from the thin client by pulling down the Help menu and
choosing Online Manuals.
For example, if a client host initiates a view action on an Adobe PDF file, and WebPD
is configured to install the Adobe plug-in for Enterprise Knowledge Management,
WebPD installs the plug-in on the client if the plug-in is not already present. WebPD
also updates the plug-in if an older version is installed on the client.
11. Alternatively, you can install these components manually using the WebPD standalone installation program on Windows client hosts
or the dminstall installation program on UNIX client hosts. For more information about these programs, see the Client Installation
manual.
Using the Web Application manager, you can enable or disable automatic installation
of client components, and you can configure the behavior of the Over-the-web WebPD
Installer solution.
To configure automatic installation of WebPD components, set the context
parameters in table 9-5 using the procedure described in Modifying Context
Parameters, earlier in this chapter.
• For more information about using FMS, see the Network and Database
Configuration Guide manual.
For more information about configuring the Teamcenter Project Integration, see the
Teamcenter Interoperability Enterprise—Project manual.
For more information about configuring Teamcenter Content Management, see the
Teamcenter Administrator’s Manual for Content Management.
10 Deploying an Enterprise
Knowledge Management
Web Application
10 Deploying an Enterprise
Knowledge Management
Web Application
This chapter describes how to deploy a thin client Web application on a Web
application server. It also describes how to configure your Web application server for
optimal performance with Enterprise Knowledge Management Web applications,
and it describes how to verify installation of your Web applications.
Make sure you generate a deployable file for your thin client Web application before
you begin the procedures in this chapter.
Some thin client solutions require additional installation steps on client hosts.
For information about these client-side installation steps, see the Client
Installation manual.
1. The deployable file is a Web archive (.WAR) or enterprise archive .EAR file, depending on the solutions it contains.
Make sure you consult your Web application server documentation for any
additional configuration steps that may be required to complete deployment
of Web applications.
Sun Java System application server and Sun Java System Web server do not
support spaces in file names or directory names.
2. Deploy your WAR files for your Enterprise Knowledge Management Web
applications.
For appropriate Web application names, context values, and WAR files,
see the AdapterWars.txt file in the WEB_ROOT\Siemens PLM
Software\Teamcenter2007\DataAccess directory.
For information about deploying WAR files, see your Sun Java System
Application Server documentation.
3. For each Web application you deploy, set the Java Virtual Environment (JVM)
environment variable to the home directory of each application.
4. In the Sun server.policy file, add the following lines after the last entry in
the file:
permission java.util.PropertyPermission "*", "read, write";
permission java.io.FilePermission "WEB_ROOT\Siemens PLM Software\
Teamcenter2007\DataAccess\Products\-",
"read, write, delete, execute";
permission java.security.SecurityPermission "insertProvider.SunJCE";
permission java.security.SecurityPermission "insertProvider.SunJSSE";
Replace WEB_ROOT with the directory that contains the Web Application
Manager.
5. If you print using the Visual Cache browser, add the following line to the file:
permission java.io.FilePermission "VVCP_INSTALL_DIR\
Siemens PLM Software\Teamcenter2007\Visualization\VVCP\-", "execute";
2. From the Server Manager Web page, set adapter home directories for your Web
applications.
3. Set user access controls for read, write, and delete access:
a. From the Server Manager Web page, choose the Preferences tab, then
click Restrict Access. The application server displays the Access Control
List Management Web page.
b. Click Edit Access Control, under A, and select a resource. The application
server displays the Access Control Rules dialog window.
c. From the Allow anyone row, choose the Rights column and click the
currently assigned value. The application server displays the Access Rights
dialog window.
e. From the Allow all row, choose the Rights column and click the currently
assigned value. The application server displays the Access Rights dialog
window.
g. When finished, click Submit from the Access Control Rules Web page.
Open the magnus.conf file and add the following line to the end of the file:
Init fn="register-http-method" methods="PROPFIND,OPTIONS,SEARCH,MKCOL,COPY,LOGOUT"
5. In Sun server.policy file, add the following lines after the last entry in the file:
permission java.util.PropertyPermission "*", "read, write";
permission java.util.PropertyPermission "*", "read, write";
permission java.io.FilePermission "WEB_ROOT\Siemens PLM Software\Teamcenter2007\
DataAccess\Products\-", "read, write, delete, execute";
Replace WEB_ROOT with the directory that contains the Web Application
Manager.
6. If you print using the Visual Cache browser, add the following line to the file:
• A large heap size can also put undo demand on a server with an underpowered
CPU because of Java garbage collection processes.
The Java heap minimum value must be large enough to support the concurrent
Java heap memory demand to server client requests to Teamcenter’s enterprise
knowledge management. A reasonable value to start with is 256 megabytes.
For example, some versions of BEA WebLogic Server use a startup command line
script with the –mx parameter on the java command, and WebSphere uses –Xmx
and other OS specific parameters.
Active Sessions
With most Web application servers, a parameter controls the number of concurrent
active sessions. Setting this parameter value higher commits additional server
resources.
As a general rule, servers with more CPU and memory resources can support more
active sessions. Selecting a good value is difficult and may require iterative steps.
Siemens PLM Software recommends starting with the application server’s default
value.
For example, BEA WebLogic Server uses the CacheSize parameter in the
weblogic.xml file to provide this capability.
Server Housecleaning
How often the application server performs housecleaning checks needs to be
balanced between client activity and CPU utilization.
• Setting a value too low commits resources needed for active clients.
• Setting a value too high ties up unneeded CPU resources performing the
housecleaning.
Web servers usually support dynamic checking of changed JSP pages. The default
interval is usually much too often for production deployments.
A tuning parameter is used to control how often the application server checks for
changed files that need recompilation. For a production server, these files are not
expected to change often, so a higher value than the default is recommended in
that situation. The mechanism for this configuration can vary dependent upon
the particular J2EE application server.
The performance cost to simply check for recompilation (excluding the compilation)
can be very high. So setting a value of about once a day (86400 seconds) or higher, or
even fully disabling these checks, is recommended for production.
For example, BEA WebLogic Server uses the pageCheckSeconds parameter
in the weblogic.xml file to provide this capability, and WebSphere Server uses
minTimeBetweenStat parameter set from its administrative console.
Replace host-name with the name of your Web application server host.
Replace port-number with the port number used by your Web application server.
Replace Web-application-name with the name you entered for your Web
application.of the Web application that contains the Product Data Management
thin client solution.
For example, if your host-name is AcmeCorp, your Web application server uses
port 7001 and your application name is TC, your Web application launch URL is
http://AcmeCorp:7001/TC/controller/home.
Enterprise Knowledge Management displays the login page.
3. Enter your user name and password, then click OK. If the login succeeds,
Enterprise Knowledge Management displays the user interface and opens your
worklist.
• Some Web application servers require that the URL end with a slash (/).
On other Web application servers, the trailing slash is optional.
• If you customize the thin client and want to use an Extensible Markup
Language (XML) parser in your customization, use an Siemens PLM
Software-supported XML parser.
For information about supported Web application servers and XML
parsers, see the Siemens PLM Software Certification Database:
http://support.ugs.com/online_library/certification/
• If you use the CMII solution, creating life cycles and performing the required
administration tasks.
• Loading the request for quote (RFQ) life cycle and templates.
This chapter does not discuss general administrative procedures such as creating
users and assigning them to appropriate groups and roles as required by your site.
For general information about Enterprise Knowledge Management administration,
see the Administrator’s Manual.
This chapter assumes that your site stores work-in-progress in vaults. Alternatively,
your site can store work-in-progress in an object called a team. A team is a group of
users working on a common design task and sharing data. The team is created as an
object in the database to which users are associated through team role assignments.
Access to data is granted to a team, not to a specific team member, and the team
roles determine which members have various types of access to the data.
Your site can use vaults, teams, or both. Siemens PLM Software recommends that
you make this decision before you perform the steps in this chapter. If you use teams,
you may want to modify the steps in this chapter.
For information about XML reports framework and related administrative items,
refer the Enterprise Knowledge Management Administrator’s Manual for Reports.
The user who loads the life cycle data must be a trusted user. Data is loaded directly
into the database using .sh files.
You load the same life cycles regardless of whether you use Change Management or
Rapid Change Management. In Rapid Change Management, change requests use
a different classification value than in Change Management. Thus, they take a
different path through the life cycles, but they do not use separate life cycles.
The user who loads the life cycle data must be a trusted user. Data is loaded directly
into the database using .sh files.
c. Create a vault for the major change items (problem reports, enterprise
change requests, enterprise change notices, and change information) as
follows:
1) Create a vault named ChangeItemVault.
a. Requestor
A requestor is a user who creates a change item. Requestors may belong to
other groups as appropriate for their role. Requestors must be in the author
grp group or the creator grp group to create any other change items.
– PR originator grp
– consumer grp
Do not assign the requestor any role for CMII. Assign the
requestor to other roles as appropriate.
b. Change Specialist I
A Change Specialist I is a user who manages problem reports, enterprise
change requests, and their processing through the Change Review Board
meeting. The Change Specialist I chairs the Change Review Board
meeting.
c. Change Specialist II
A Change Specialist II is a user who manages enterprise change notices
and their processing, from execution through closure. The Change
Specialist II chairs the Change Implementation Board meeting.
• Change Specialist III users must belong to all of the following groups:
– CMS admin grp
– CMS originator grp
– author grp or creator grp
– user grp
e. Document Creator
A document creator is a user who creates the content of a business item and
is responsible for analyzing and executing changes affecting their items.
f. Designated User
A designated user validates the content of a business item after execution
of a change.
For more information about the part request life cycle, see the Administrator’s
Manual for Parts and Documents.
2. Create location selection rules for each vault and vault location combination. For
example, enter the following data in the Create Location Selection Rule dialog
window:
For more information about location selection rules, see the Administrator’s
Manual.
3. Identify the users that require frozen object manipulation access and add
them to either the Admin Power User grp group or Admin Power User
grpAdmin Power User Role role. Query for the ADMIN_POWER_USER
and ADMIN_POWER_USER_WI_PROJECT conditions and modify each as
required. For example:
You must create the vaults and allow users access to them because after an
effectivity, task, or (in the case of Change Management) strategy is created, it is
automatically transferred to a vault.1
2. Create any message access rules that users require to perform their tasks. For
example:
• The SubmitItemSync message is in the Submit_grp group. Write a rule
restricting access to the SubmitItemSync message if you do not want users
to have all of the submit group access. You can write this rule against the
message or the group.
• Write a message access rule for each vault that a user must access when
performing the submit action. This is required because the submit action
transfers an object to a vault and then performs the submit.
4. Create vault locations and write location selection rules as required for your
system. Vault locations are required to store the data items that users can
attach to objects called change information items.
1. The items are automatically transferred to a vault if you use the thin client interface. If, however, you use the classic client or e!Vista
interface, the effectivities, tasks, and strategies are not automatically transferred to a vault.
The following example illustrates the use of valid values for a reviewer list:
1. Create the following objects:
user1
user2
user3
user4
group1
project p1
b. Assign user2 to play the Review List role for all projects by creating a role
assignment using wildcard character (*) as the project.
c. Assign user3 to play the Review List role for project p1 by creating a
role assignment.
d. Assign group1 to play the Review List role for project p1 by creating a
role assignment.
• For an object assigned to project p1, the valid values for reviewers are user2,
user3, and user4.
• If an object is assigned to a project other than p1, the reviewer list contains
user2 as a minimum.
SubmitDocIndicator
RulePriority
}
• If the value Any is used in a column, a match for that column is automatic.
• The document obtained from the PartDoc relation for validation checks is the
first document instance that is not superseded.
Each of the standard release process life cycles incorporates a validation message
process. Table 11-4 contains sample AdmVal class object data.
• The first row of data causes the following to occur when a T-Custom type
assembly is submitted to the validation life cycle.
The + in column 5 requires the assembly to have at least one related Electrical
type design document. Columns 6 and 7 require the electrical design document
to be frozen (column 6) and at the released (LcsReleased) life cycle state
(column 7).
Column 8 indicates that the document is not autosubmitted to a life cycle. If the
column 8 value is set to +, columns 6 and 7 are not enforced because the result of
submitting the document to its life cycle could freeze the document and change
its life cycle state.
• The second row of data causes the following to occur when a T-Custom type
component is submitted to the validation life cycle.
The – in column 5 indicates that a Standards type general document does not
require a related component. However, if a document of this type is related,
the specifications in columns 6 through 8 are enforced. If there is no related
document, no validation error occurs.
Columns 6 and 7 specify that the Standards general document need not be
frozen (if it is frozen, no validation error occurs) and that the life cycle state
does not matter.
Column 8 indicates that the document is autosubmitted to a life cycle, causing
columns 6 and 7 to be ignored.
• The third row of data is included to show you how the C structure performs.
This row causes the following to occur when an assembly, regardless of type, is
submitted to the validation life cycle.
The + in column 5 requires that at least one Electrical type document of any
class, is related to the assembly.
Additionally, columns 6 and 7 require that an Electrical document of any class
be frozen (column 6) and at the Authorized life cycle state (column 7).
Column 8 indicates that the document is not autosubmitted to a life cycle and
therefore columns 6 and 7 must be enforced.
It is also very important that you know how the logic works when evaluating the C
structure, particularly when using the Any value. The part class and type of the
part object, and the document class and type for the document object, are evaluated
for each row of the structure. If a value is set to Any, the match for that column
is automatic. Once a match is made for all four columns, the remaining columns
are processed as described previously.
Unlike other C structure processing, every row in the structure is evaluated for the
related document. The example demonstrates the need to process each row in the
structure, and the need to ensure the entries in the structure are consistent. A
related Electrical design document meets the requirements of column 5, both in row
1 and row 3 of the structure. Row 1 requires that an Electrical design document
is related, and row 3 requires that at least one Electrical document, regardless of
class, is related to an assembly, regardless of type. Because the document satisfies
requirements in both rows, each row is processed. The life cycle state requirement is
different for rows 1 and 3, and because the last column indicates the document is not
autosubmitted, those life cycle states are enforced. The result is that the validation
always fail, as the Electrical design document is required to have two different
life cycle states (Released and Authorized), which is impossible. Therefore, it is
important, particularly when using the Any value for a column, that you understand
the processing logic.
In this case, the last row must be replaced with additional rows, one for each
document class, so that the Any value for the document class is not used and does
not match for a design document. If there is no match in the C structure, Enterprise
Knowledge Management assumes that there are no validation requirements for
the document and it is not processed.
All documents that satisfy the criteria are evaluated. If any document does not
satisfy the requirements, the message process fails and a single custom notification
message is generated and sent to the submitter that contains all detected errors.
Additionally, there must be at least one AdmVal class object found in the database
or the message process fails with a validation error.
The latest revision of the document is determined by the one that is not marked
superseded. Multiple open revisions are not supported. Additionally, any bulk
loading of multiple revisions of a document must ensure the superseded flag is set
appropriately. There can be no more that 1000 AdmVal objects. The C structure is
limited to 1000 rows and a validation error occurs if more than 1000 are found. This
capability only works in the context of the release validation message process.
All rows in the structure are processed. You must ensure that contradictory
validations are not defined in the C structure. You can use wildcards; however,
failure to prevent contradictory validations results in the inability to release parts.
Siemens PLM Software recommends the following strategy for defining the structure:
1. Define all documents (class/type) that must be related and released for each
class/type of part.
2. Define the release requirements for any documents (class/type) that may be
related for each class/type of part.
3. Define all documents (class/type) that must be related for each class/type of part.
Table 11-5 contains the attribute names and the valid values for each.
• If the value Any is used for an attribute, a match for all values is automatic.
• The part, obtained from the PartDoc relation for processing, is the first part
instance that is not superseded.
Table 11-6 describes how the revision automation code works using sample data.
When a document is revised, the AdmDcPrt class is queried for objects where the
DocumentClass and DocumentType attributes match the class and type of the
document being revised, or where the attribute value equals Any.
• If no objects are returned, a standard Enterprise Knowledge Management
revision occurs.
• If objects are returned, they are sorted in ascending order according to the
RulePriority value, and processed in that order for each nonsuperseded part
which is related, through the PartDoc relation, to the document being revised.
Processing of the AdmDcPrt objects continue, until the part class and part type
attributes of the AdmDcPrt object match the class and type of the related part
(or if an attribute value is set to Any).
• If no match is found, that related part is not processed, and the next related
part is processed.
– If not frozen, the relation is created to the frozen predecessor of the part.
For design documents, the order in which objects are processed is based on the
RulePriority attribute. When an electrical design document is revised, a related
T-Custom assembly is revised first (object with RulePriority equal to 1). If any
Electrical type document class object is revised, any related assembly, regardless
of the type, is not revised first (object with RulePriority equal to 3). Therefore,
Enterprise Knowledge Management revises the related T-Custom assembly for
electrical design documents, and does not revise assemblies for any other classes
of Electrical type documents.
If you switch the RulePriority values for object 1 and 3, no assemblies are revised
first for any class of documents, provided the documents are Electrical. Not even
the design document causes a revision of the T-Custom assembly. No revision
occurs because a match for the design document occurs with the object containing
the new RulePriority value of 1 first, due to the Any value for document class,
and no further processing takes place. It is important, particularly when using the
Any value, that you understand and set the RulePriority attribute according
to the processing logic.
The latest revision of the document is determined by the one that is not marked
superseded. Multiple open revisions are not supported. Additionally, any bulk
loading of multiple revisions of a document must ensure the superseded flag is set
appropriately. The RulePriority attribute makes a difference in the processing
order of the AdmDcPrt objects. You can use wildcards; however, you must take care
to ensure the revision occurs properly.
12 Setting Up Translation
Environment
12 Setting Up Translation
Environment
This chapter describes how to configure the translation service to set up translation
control objects for Enterprise Knowledge Management.
Prerequisites
Prerequisites for translation service are as follows:
• Install the Enterprise Knowledge Management CAD integration and CAD
translation environment modules required to support the CAD translations
needed for your site. Enterprise Knowledge Management supports CAD
integrations for the following CAD software:
– NX
– I-deas®
– Pro/ENGINEER
– CATIA
• Ensure that the translation server, scheduler, and modules are running.
• Install, set up the licenses, and configure all the required translators.
Siemens PLM Software recommends that you use only the JPG option
instead of the default JPG_AND_PDF option in the translator.xml file
for the PreviewService translator.
For more information about implementing the PreviewService translator,
see the Translation Solution Toolkit Translators Reference Guide.
2. Query for translation configuration control objects that were installed by the
C9T modules. These objects control how translation occurs. Pull down the Query
menu and choose the following options:
Administrative Classes→Translation Services Admin Items→
Translation Configuration Control
Click OK.
3. Select a translation configuration control object for your CAD application, pull
down the Info menu and choose the Update option.
4. Revise the fields in table 12-1 that contain the change_on_install value, and
enter values for other fields as needed.
For information about configuration control object fields that are unique to:
• CATIA translations, see Setting Up CATIA Control Objects.
• NX and rich client translations, see Setting Up NX and Rich Client Control
Objects.
• I-deas Enterprise and IMI translations, see Setting Up I-deas Enterprise and
IMI Control Objects.
1. If you do not specify the Visualization File Vault and Visualization File VaultLoc, Enterprise Knowledge Management copies the visualization
files to the location of the respective CAD file.
2. The translation server standard installation does not include this translator. You must install, configure, and include the service
name for this translator on the translation server before using it.
3. Optional field
4. Optional field
5. Optional field
Table 12-5 shows fields that are unique to I-deas Enterprise and IMI translations.
2. Create a visfiles directory on the machine where you have installed the
translation service to store the visualization files downloaded from the
translation server. For example, D:\visfiles.
6. Optional field
2. Edit the SrcFileExtensions attribute to define the source file extensions for
your translation process.
For example:
SrcFileExtensions=.prt,.asm,.pkg,.mdf,.par,.SLDPRT,.SLDASM,.ipt,.stp,
.iam,.SLDDRW,.idw,.dft,.CATPart,.CATProduct
3. Edit the DownloadDir property to specify the location where the visualization
files are placed before being transferred to the PDM system. For example:
DownloadDir=d:/work/visfiles
For Windows, use the forward slash (/) path separator to specify the download
directory.
The DownloadDir value must match the Generated Visualization
File Staging Directory field value in the conguration control objects.
For more information about translation configuration control object fields,
see table 12-1.
• UNIX:
encryptPass.sh password
1. Open the config.cfg file from the MTI_ROOT\config directory where you have
installed Enterprise Knowledge Management.
2. If you use the C9T module, open the PostProcessor.xml file from the
TranslationService/conf directory using a text editor, and perform the
following procedures:
a. Uncomment the following c9t dbhelper name:
<!-- dbhelper name="com.edsplm.tc.ent.c9transESHelper.
c9t.ESUtilHelper"/ -->
to
<dbhelper name="com.edsplm.tc.ent.c9transESHelper.c9t.ESUtilHelper"/>
to
<!-- dbhelper name="com.teamcenter.translationservice.
test.TestDBHelperImpl"/ -->
• TessTrans user grp: Grants user rights to submit CAD files for translation.
1. This information is also contained in an appendix in the Network and Database Configuration Guide that describes how to install
and configure Oracle for Enterprise Knowledge Management.
3. Using Enterprise Knowledge Management, create a host object for the client
host in Object Management Framework (OMF). Enter the host name exactly as
it was entered in the Configuration Editor, including capitalization.
4. Create a user object in OMF for the Enterprise Knowledge Management trusted
user on the client host. The user name must exactly match the name of the
trusted user you created on the host.
Alternatively, you can choose an existing user on the host as the trusted user
for that host.
5. Validate the trusted user on the client host you created or chose in step 3-3.
6. From a command prompt, update the rules cache to initiate the client host and
user by entering the following command:
rulefile -r
7. Push the updated rules cache to all hosts that run mloader by entering the
following command:
pushf -rf hosts_mloader
8. Broadcast the rules change to all hosts in the network by entering the following
command:
rulefile -R
Replace port with the port used by the license manager. By default, this is 8575.
If your license manager uses a different port, use the value you recorded on the
Installation Worksheet in chapter 1, Overview.4
Replace host-name with the name of the host on which the license manager runs.
Typically, this is the corporate server host.5
For example, if the license manager uses port 8575 on a corporate host
named AcmeCorp, the value of LM_LICENSE_FILE should be set to
8575@AcmeCorp.
After you configure the license manager, proceed to Running the Installation Script,
next in this chapter.
• Make sure that the MTI_ROOT environment variable is not set in your
environment. If this environment variable is defined, the installation
script generates a warning.7
• When the installation script prompts you for paths, enter only paths
beginning with a drive letter or a single backslash (\). Do not enter paths
that begin with two backslash characters.
Prompt Response
The support files Answer N.8
[Y/N] [N] ?
Prompt Response
e!Vista? Answer N unless the client host
[Y/N] [Y] ?
is a Web server host that services
e!Vista clients. If you answer Y, the
installation program prompts you for
a location in which to install e!Vista
files.
The online documentation locally If you want to install the online
[Y/N] [N] ?
manuals collection for all Enterprise
Knowledge Management products,
enter Y.
Otherwise, answer N and then skip to
step 7-7.
You can add the support files, e!Vista, or online manuals after your server
installation is complete by entering the following command from the
install directory beneath MTI_ROOT:
esvm script-name
6. If you choose to install online manuals locally, the installation script displays
the following prompt:
Enter the location for the online documentation [default-path]:
Enter the path to the directory you want to contain the online manuals, or press
enter to accept the default-path shown.
If you want to change your responses, answer N to reenter all your responses.
Otherwise, press enter to begin installation.
When installation is complete, the installation script displays a notice stating that
installation was successful, followed by an instruction to run the root.sh . This
procedure is described in Completing the Installation, next in this chapter.
5. On each host on which mloader is run, enter the following commands to reload
the Enterprise Knowledge Management configuration:
muxstop -r
dspstop -ra
For more information about the pushall command, see the Administrator’s Manual.
2. Install the Convert, Print, and PDM Client Integration components using
the procedure described in the Teamcenter Visualization Installation Guide.
On UNIX hosts, if multiple versions of X11 are installed, make sure the shared
object libraries of each version of X11 are available from the path specified by
the LD_LIBRARY_PATH (or SHLIB_PATH) environment variable.
1. Stop the MUX and dispatcher services by entering the following commands:
dspstop
muxstop
3. Make sure the disk locations list includes the locations of the software
distribution images for the server solutions you want to add. If necessary, add or
modify disk locations by clicking Modify Disk Locations.
6. Click OK.
Depending on the server solutions you select, the Configuration Editor
may display additional prompts during installation.
2. Copy configuration files from the corporate server to each local area server and
each work group server. (The Configuration Editor generates these files when
you add a host to your configuration.) Configuration files are in the following
directories on the corporate server:
MTI_ROOT/install/hosts/common
MTI_ROOT/install/hosts/target-host-name
Replace target-host-name with the name of the local area or work group server
host.
Copy all files in these directories to the MTI_ROOT/install directory on the
local area or work group server.
4. From a command prompt, start the installation script by entering the following
command:
esvm insmenu
1. If you automated setting of Enterprise Knowledge Management environment variables, this is performed automatically when you
log in.
5. Answer the installation script prompts. Accept all default paths shown (unless
the location of the install images has changed). After you answer all necessary
prompts, the installation script displays the following prompt:
Enterprise Knowledge Management Installation Prompts Completed Previously
You have made the following selections:
Installation (MTI_ROOT) directory: path
Location of the install images: path
6. Enter Y.
The installation script installs the selected server solutions on the host.
For more information about these procedures, see steps 2 through 4 in Updating
Local Area and Work Group Servers, earlier in this chapter.
Product Description
e!Vista Server libraries for e!Vista. This is required if your
corporate host contains a Web server that will serve
e!Vista clients.
Online documentation Library of manuals for all Enterprise Knowledge
Management products, accessible through a Web browser.
Support files Software libraries needed to customize the Enterprise
Knowledge Management modules you installed.
On your corporate server, you can add these components using the Configuration
Editor. On a local area or work group server, you can add a component using a special
installation script. The following sections describe how to add these components to
an existing Enterprise Knowledge Management server.
3. Select the components you want to install and specify paths for those components
that require them, then click OK.
The Configuration Editor installs the selected components, then displays the
Enterprise Knowledge Management Configuration Editor dialog window.
5. Click OK.
8. Stop and restart the MUX and dispatcher by entering the following commands:
muxstop -r
Replace script-name with the script name from table 15-1 corresponding to the
component you want to install.
Enter the location in which to create the e!Vista directory tree. Typically, this is
beneath the Web server’s document root, but can be any path accessible to the
Web server.
The default path is MTI_ROOT/evista.
Enter the path to the directory you want to contain the online documentation,
ore press enter to accept the default-path shown.
The default path is MTI_ROOT/docs.
7. The installation script displays your answers to previous prompts and asks
you to confirm your selections.
If you want to change your selections, enter N. The installation script repeats
the previous prompts, allowing you to change your answers. If you are satisfied
with your selections, enter Y.
The installation script installs the selected component.
If the search engine installer does not launch successfully, the installer
displays a message that identifies the problem encountered. If this
occurs, perform whatever steps are necessary to correct the error and
then relaunch the installer.
2. If you use FTP, make sure you set the file transfer mode to ASCII.
If the search engine is unable to start and displays an error message, the port
numbers you assigned to the search engine may be in use by another program.
If this occurs, see appendix B, Troubleshooting, for possible solutions.
If the search engine failed to start, see appendix B, Troubleshooting, for possible
solutions.
3. Select one or more server solutions from the list of server solutions available for
reinstallation, then click OK.
• If you do not select a server solution from the list before clicking OK,
all server solutions in the list are reinstalled.
4. Click Yes if you want the Configuration Editor to reload the .dat files3 for all
modules in the selected solution. Otherwise, click No.
If the Enterprise Knowledge Management Foundation server solution is
selected for reinstallation and you answer Yes to the confirmation dialog
window described in the previous step, the Configuration Editor replaces
.dat files for all modules in the solution, including OMF. All default
administrative data in the databases is deleted and reloaded.
3. The .dat files are the xxxadmdb.dat files (xxx is the three-letter identifier for the given module) placed in the MTI_ROOT/dbinit directory
when a given module is installed. These files typically contain default data for each module that is loaded into the database during the
installation process.
6. Stop and restart the MUX and dispatcher by entering the following commands:
dspstop
muxstop
muxstart
dspstart
This chapter provides additional procedures to perform if you installed any of the
following Enterprise Knowledge Management products on your corporate server:
• e!Vista
• Online documentation library
Before you perform any procedures in this chapter, ensure that an Siemens PLM
Software-supported Web server is installed and operational on your corporate
server host. For information about supported Web servers, see chapter 2, System
Requirements.
This chapter does not describe how to install thin client solutions. For information
about installing thin client solutions, see chapter Installing Thin Client Solutions.
Each host from which e!Vista is launched must refer to the Enterprise Knowledge
Management java.policy file in its local java.security file. Perform the following
steps to update the java.security to reference the Enterprise Knowledge
Management java.policy file:
3. Add the following policy.url statement after the existing policy.url statements:
policy.url.sequence=http://Web-server/instance-namedocs/java/classes/java.policy
Replace sequence with the next number in the policy.url sequence. Replace
Web-server with the name of your Web server host. Replace instance-name with
the Enterprise Knowledge Management instance name. For example:
policy.url.4=http://AcmeCorp/m70adocs/java/classes/java.policy
4. Save the changes to the java.security file and close the file.
Update the java.security file on each host that accesses e!Vista.
Configuring e!Vista
If you use e!Vista, create the virtual directories shown in table 16-1 on your Web
server. Replace e!Vista-path with the path to your e!Vista home directory and replace
instance-name with the name of your Enterprise Knowledge Management instance.
Make sure you set access permissions as specified.
Obtain the exact virtual directory names and paths from the Installation Worksheet
in chapter 1, Overview. (You recorded this information in chapter 6, Installing
Enterprise Knowledge Management.)
You must have administrative access to the Web server to create virtual
directories.
For information about creating virtual directories on your Web server, see the
documentation for your Web server.
Stop and restart your Web server to activate the virtual directories after you create
them.
This section does not describe installing online manuals for access through
the thin client or the rich client. For information about installing the Online
Manuals thin client solution, see chapter 9, Installing Thin Client Solutions.
Online manuals are not available through the rich client.
3. Online documentation is invoked through the Help→Online Manuals option in classic Enterprise Knowledge Management and the
Online Manuals option in e!Vista.
Create a virtual document directory named docs on your Web server with the
following properties:
Alias: docs
Directory path: MTI_ROOT/docs4
Access permission: Read
You must have administrative access to the Web server to create virtual
directories.
After you create the docs virtual directory, stop and restart your Web server to
activate the virtual directory.
For information about creating virtual directories on your Web server, see the
documentation for your Web server. For specific Web server product and version
requirements, see chapter 2, System Requirements.
3. In the Configuration Hierarchy field, select the Global group (at the top of the
hierarchy).
4. If you installed online documentation in a different directory, set this directory path to the path you chose for the online
documentation. You recorded this path on the Installation Worksheet in chapter 1, Overview.
The e!Vista launch page contains HTML links to the online documentation library.
To update these links with the Web-accessible online documentation URL, perform
the following steps:
• Web server6
Table 16-2. Launch URLs for Web-Based Enterprise Knowledge Management Products
Product URL
e!Vista Launch Page http://Web-server/instance-namedocs/en_us/omf/general/launch/eVista.html
6. If your Web server is installed on a host separate from the corporate server host, MUX and dispatcher services must be running
on that host as well.
7. This page can be opened directly through this URL or from the e!Vista launch page.
In the URLs in table 16-2, replace Web-server with the name of your Web server and
replace instance-name with the name of your Enterprise Knowledge Management
instance.
For example, if your Web server is named AcmeCorp and the name of your
Enterprise Knowledge Management instance is m70a, the URL to the e!Vista
Launch Page is as follows:
http://AcmeCorp/m70adocs/en_us/omf/general/launch/eVista.html
In non-English locales, replace en_us with your locale identifier in each of the
launch URLs in table 16-2.
You can launch an e!Vista task such as the Home Collection directly through the
task URLs in table 16-2 or from the e!Vista launch page.
To log in to Enterprise Knowledge Management from the e!Vista launch page, click
the link corresponding to the task you want to launch.
e!Vista displays an e!Vista title screen and then displays the OMF Login dialog
window (figure 16-2). (A task URL sends you directly to this dialog window.)
V Appendixes
Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-1
Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-1
A Glossary
A Glossary
Administration Editor
Graphical user interface that permits Enterprise Knowledge Management
administrators to perform administrative tasks, such as setting up and managing
users, groups, rules, locations, and vaults.
Administrative Database
Type of Enterprise Knowledge Management database in a distributed-database
environment. The administrative database contains all objects created in the
administrative class, such as users, groups, rules, projects, and vaults, and all
administrative relation objects, such as access on, mount from, user-to-group, and
user-to-host. Compare with Corporate User Database, Key Database, Life Cycle
Manager Database, Operational Database, and User Database.
Administrator
Person who manages participant validation, host configuration, communications,
and database maintenance.
APC
See Advanced Product Configurator.
Browser
Window that displays icons representing objects managed by Enterprise Knowledge
Management. A user can perform actions on an object by choosing menu options
and dropping icons on other icons or on other browsers. A user can also display
graphically the relationships between objects. Compare with Dialog Window.
Button
User interface control that performs the indicated action.
Cache
Buffer holding copies of database tables or results of previous operations for quick
access.
CCF
See Change Control Framework.
CCM
See Change Control Manager.
Child Class
Class below a parent class in the class hierarchy. Child classes inherit attributes and
messages from their parent. See also Parent Class and Class Hierarchy.
Class
Set of objects with common attributes and messages.
Class Constant
Named attribute of the class that describes the class as a whole rather than separate
instances of the class. A class constant is a class-wide value.
Class Hierarchy
Set of all classes in the system ordered according to parent-child relations. See also
Child Class and Parent Class.
Classic Client
Siemens PLM Software’s proprietary client/server interface to Enterprise Knowledge
Management—a collaborative product management family of products. See also
Client.
Click
To press the mouse button down and then release.
Client
1. Executable program that requests the services of a server to complete an action.
Client
Role played by a software component of a system when it requests particular services
be performed on its behalf by another entity, a server. In the case of data migration,
the Migration Wizard is a client that gathers user input and requests services from
the TDS sever. See also Server.
CMS
See Change Management Solution.
Collection
Group of GTAC items that pertain to similar topics. A collection can contain other
collections and information items.
Configuration Editor
Series of screens used to collect data about an Enterprise Knowledge Management
configuration. During installation, it generates files used by the installation script.
After installation, the administrator must use it to perform such tasks as adding
new modules, modifying host and database information, and modifying configuration
variables and service settings.
Configuration Variable
Variable in the Enterprise Knowledge Management configuration file. Configuration
variables control Enterprise Knowledge Management runtime behavior and aspects
of the appearance and behavior of the Enterprise Knowledge Management user
interface. Some Enterprise Knowledge Management configuration values can also
be specified as operating system environment variables.
Corporate Server
Host computer at the center of an Enterprise Knowledge Management collaborative
product management network. This host holds certain database tables that all
other Enterprise Knowledge Management server hosts must be able to access and
update. Each Enterprise Knowledge Management network has one and only one
corporate server.
Cost
Business item that is related to a part, package, change request, or change notice
and represents a monetary value. Typically, a document attached to the cost item
includes the price to build or procure the related business item.
Customization
Customer modification of Enterprise Knowledge Management behavior or
appearance.
Database Server
Process that presents a defined interface between method servers and the database.
Compare with Method Server.
Dialog Window
Window or form that Enterprise Knowledge Management displays to gather
information from a user or display information to a user. Compare with Browser.
Dispatcher
Continuously running process that manages processes in service pools based on a
configuration file and service demand.
Distributed Databases
Configuration in which Enterprise Knowledge Management data is distributed
among multiple databases; usually, the databases are distributed among multiple
hosts. See also Administrative Database, Corporate User Database, Key Database,
Life Cycle Manager Database, Operational Database, and User Database.
Document Manager
Enterprise Knowledge Management Document Manager; module that provides
enhanced document management capability including full-text retrieval and
indexing, viewing and markup of files without native authoring applications, and a
simplified user interface that is integrated with Microsoft Office applications.
e!Vista
Siemens PLM Software’s Java-enabled interface to Enterprise Knowledge
Management. The e!Vista emulation of the classic client has a Web browser
interface. See also Classic Client.
e!Vista Task
Java-enabled window or set of windows that support a specific user task in
Enterprise Knowledge Management. See also e!Vista.
FTR
See Full-Text Retrieval.
FTR Index
Index of document content created by Document Manager to allow users to search
for and retrieve documents based on text content (words and phrases). See also
Full-Text Retrieval.
Full-Text Retrieval
Search feature that allows users to search for and retrieve documents by entering
words or phrases contained in the documents.
GUI
See Graphical User Interface.
Help
Online information describing how to use Enterprise Knowledge Management
products.
Home Browser
Browser that begins a user interactive (browser) session. It allows a user to create
other windows.
Inheritance
Characteristics of a class passed from parent to child. These include attributes,
messages, keys, display name, indexes, and class constants. The child or children
can override some of these characteristics. The inheritor can define the behavior and
data structure of its instances as a subset of the definition of another class or classes.
Installation
Separately administered Enterprise Knowledge Management implementation. An
enterprise can have more than one installation. For example, the divisions of a
multinational company may have different Enterprise Knowledge Management
installations—a European installation and a South American installation.
Geographically separated locations (sites) are not necessarily separate installations.
One installation can encompass databases in different sites.
Instance
Object that behaves in a manner specified by a class.
insweb
Command that launches the Web Application Manager. See Web Application
Manager.
Integrator Toolkit
Module that provides a set of tools and toolkits for customizing the classic client.
Key Database
Type of database in an Enterprise Knowledge Management distributed-database
environment. The key database contains the set of all keys for all classes and
guarantees data uniqueness across all databases in an Enterprise Knowledge
Management network. There is only one key database in an Enterprise Knowledge
Management network. Compare with Administrative Database, Corporate User
Database, Life Cycle Manager Database, Operational Database, and User Database.
LCM
See Life Cycle Manager.
• For a local site that needs to reduce the load on the corporate server.
Maintenance Pack
A grouping of patch sets created by a patch build and uploaded to the Global
Technical Access Center (GTAC) for availability to customers. A maintenance pack
is identified by a four-number identifier, yyww, where yy represents the last two
digits of the year and ww represents digits corresponding to the week in the year in
which the maintenance pack is delivered.
Managed Host
Computer that is part of an Enterprise Knowledge Management network and is
described in the host map of the configuration file. The multiplexor, dispatcher, and
OS (operating system) server may run on a managed host, which can be either an
Enterprise Knowledge Management client or an Enterprise Knowledge Management
server. Compare with Unmanaged Host.
Method Server
Server whose purpose is to execute a set of methods grouped by class. Marketing,
application integration, and customization needs dictate the grouping of class
methods into individual method servers. Compare with Database Server.
MODeL
Enterprise Knowledge Management object definition language. MODeL statements
define an in-memory dictionary that stores the object class hierarchy, the attributes
of each object, and the messages sent to each object. The system compiles MODeL
statements into a downloadable image.
Module
A separately installable part of Enterprise Knowledge Management.
msql
Structured Query Language interfaced database server. This is a vendor-independent
database management system for methods.
MTI_ROOT
Environment variable whose value is the path to the home directory of the
Enterprise Knowledge Management software. The value of MTI_ROOT is created
during the Enterprise Knowledge Management installation process and maintained
in the pdmsetup file.
MUX
Multiplexing communications program used by Enterprise Knowledge Management
to manage logical connections between processes. The MUX program maps the
connection as seen by the process to the physical connection that a pool makes
available as needed.
Network View
Set of Enterprise Knowledge Management hosts that can communicate with each
other through a common protocol, such as TCP/IP. All hosts within the view must
be able to directly communicate with each other without encountering a firewall,
router, or protocol bridge.
NLS
See Native Language Support.
Object
Instance of a class. MODeL statements define classes; object layer functions (obj
and oi prefixes) instantiate them.
Object Server
See Method Server.
OMF
See Object Management Framework.
Operational Database
Type of Enterprise Knowledge Management database in a distributed-database
environment. The operational database contains event processing information:
event queues, an event log, and a mail log. An Enterprise Knowledge Management
network can have multiple operational databases. Compare with Administrative
Database, Corporate User Database, Key Database, Life Cycle Manager Database,
and User Database.
Overlap Bridge
Network view bridge in which the two network views overlap to share common hosts.
One of these common hosts is then selected to be the gateway.
Parent Class
Class above a child class in the class hierarchy. A parent class can have one or more
child classes beneath it. See also Child Class and Class Hierarchy.
PFM
See Part Family Manager.
Quote
Response to an RFQ. A document that contains the price to build or procure the
business item that is the subject of the RFQ. See Request for Quote.
RDBMS
See Relational Database Management System.
Replica Database
In a distributed-database environment, an Enterprise Knowledge Management
database that is a member of a replica set and contains objects of the classes
designated by the replicate MODeL statement. Each replica database contains an
exact reproduction of the replicated objects in the other databases in the replica
set. When a replicated object is created, updated, or deleted, the information is
automatically reproduced in all the replica databases belonging to the replica set.
See also Replica Set.
Replica Set
In a distributed-database environment, a set of databases created by the define
replica set MODeL statement. Each database in the set is called a replica database.
See also Replica Database.
Restricted Client
e!Vista client that is limited in capability because it cannot escape Java-imposed
security restrictions for applets. Among other limitations, it cannot connect to the
MUX on the client host. Compare with Unrestricted Client.
RFQ
See Request for Quote.
Rich Client
Web application interface to Enterprise Knowledge Management with integrations
to CAD authoring tools and additional optional capabilities.
Routing Bridge
Network view bridge in which two network views route their connections through
one or more views that already have a network view bridge defined between them.
Server
System software component that performs a specifically defined set of software
services on behalf of one or more clients. In a typical Enterprise Knowledge
Management installation, servers are centralized on dedicated managed hosts
that support a large number of clients. Clients are distributed on managed and
unmanaged hosts which are connected to the servers via various networking
techniques. See also Client.
Server Host
Host computer that runs either an RDBMS or one or more Enterprise Knowledge
Management database servers or method servers.
Service
Process managed by the dispatcher, for example, method server, data distribution
server, and background client. See also Dispatcher.
Subclass
See Child Class.
Task
See e!Vista Task.
Task-Focused Interface
Another name for an e!Vista task. See e!Vista Task.
Text Field
Control in which a user can enter text.
Thin Client
Web browser interface to Enterprise Knowledge Management.
Transaction Server
See Database Server.
Trusted User
OS user who starts the MUX and dispatcher and owns Enterprise Knowledge
Management servers.
Unmanaged Host
Computer that is not part of the configured Enterprise Knowledge Management
network and does not have multiplexor, dispatcher, or OS (operating system) server
software. Compare with Managed Host.
Unrestricted Client
e!Vista client that escapes Java-imposed security restrictions for applets and has full
client capability. Among other capabilities, it can connect to the MUX on the client
host. Compare with Restricted Client.
User Database
Type of Enterprise Knowledge Management database in a distributed-database
environment. A user database contains the objects owned by users and vaults.
An Enterprise Knowledge Management network has at least one user database
(the corporate user database) and can have multiple user databases. Compare
with Administrative Database, Corporate User Database, Key Database, Life Cycle
Manager Database, and Operational Database.
Utility
Tool or application that indirectly supports the enterprise. Typically runs in the
background with no windows.
Visualization/Markup
Module that provides classes and attributes supporting visualization and markup of
files.
Workstation
Host computer that runs an Enterprise Knowledge Management GUI client program.
X-Window System
The X-Window System is a network-based graphics window system. It was developed
by MIT and is an industry standard used for developing GUI applications on UNIX
platforms.
B Troubleshooting
Translation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-5
Troubleshooting Enterprise Knowledge Management Configuration . . . . . B-7
B Troubleshooting
This appendix describes solutions to problems that you may encounter during
the installation process. Sections in this appendix are grouped by the Enterprise
Knowledge Management products or product areas to which they pertain.
After you perform these steps, the installation utility is enabled the next time you
enter the cfgedit2 command.
To fix the error, set the DB_VENDOR environment variable to ORA (the value
must be uppercase). For more information about setting database environment
variables, see the Oracle administration appendix in the Network and Database
Configuration Guide.
The following error occurs if the PATH does not contain the bin directory under the
JRE_HOME location:
cfgedit[15] : jre: not found.
To fix the error, add the path to the Java executables to the PATH statement in the
startup file. On most systems, the path to the Java executables is Java-path/bin,
where Java-path is the path to the home directory of the Java SE Runtime
Environment (JRE) or the Java SE Software Development Kit (SDK). For detailed
information about setting up the environment, see Setting System Environment
Variables in chapter 5, Preparing the Enterprise Knowledge Management
Environment.
The cause of this error is usually that the database server is down, the database
is full, or the database is not accessible from the account. See your database
administrator to resolve the problem. After you resolve the problem, restart the
Configuration Editor (cfgedit2) to resume installation.
If the error is a result of exceeding the number of soft (100) errors (caused by too
many duplicate data rows), see the bulk loader documentation for information about
how to fix your original input file. When the original input file is correct, rerun the
installation script. For more information about using bulk loader, see the Network
and Database Configuration Guide.
If the first name listed for the corporate server in the /etc/hosts file (this is the
name used by the Configuration Editor) is different from the host name used by the
MUX and dispatcher (which is the result of the uname –n command), MODeL
generation fails.
To fix the error, ensure that the first host name listed in the /etc/hosts file on the
corporate server matches the results of the uname –n (or hostname) command.
1. For more information about the Modify Database Information dialog window, see the Network and Database Configuration Guide.
In the Configuration Editor, use the official name of the host as returned by
the UNIX uname –n command. Do not use an alias.
You need to run root.sh in the install directory as root. This program sets the
set-uid bit to root for the muxd and olaunch executables.
When the following problem occurs:
% muxstart
Mux started.
*** InitTcpXprt: port 7701: bind: Address already in use
*** muxd: program aborting...
Mux daemon is up.
Ensure that no other MUX is running on the host and that no other process is using
the MUX port:
1. Enter the following command:
netstat -a | grep 7701
Berkeley:
ps ax | grep mux
Translation
This section describes how to troubleshoot the translation server that is used to
translate CAD files into visualization files (for example, JT and JPEG). It also
describes how to troubleshoot the translation service that handles the translation
requests between Enterprise Knowledge Management and the translation server.
For translation troubleshooting specific to the rich client, see the documentation
for the rich client.
Error-free translation is entirely dependent on proper installation and setup. See
the following for installation or troubleshooting information:
• For information about setting up the translation environment, see chapter 12,
Setting Up Translation Environment.
You can also use the flowchart in figure to isolate a problem to the proper area.
Teamcenter Enterprise
Translation Failure
Does the model get Does the model get Does the service
successfully submitted from successfully submitted from start up and connect without
the Classic Client Prepare Yes the service to the translation No errors to the translation server?
Visualization action? server?
Yes
After
After reconfiguring 2
reconfiguring
No Yes
No
This problem may be that some/all of
the required c9 translation
1 components are not installed and/or Does the failure This problem may be that the service
occur after the generated files is not configured properly in
properly configured. Yes
get returned to the translation
TranslationService.config.
service?
No
Translation 2
Server
After
reconfiguring
No No
Yes
Translator
After reconfiguring
Yes Yes
The file should work when submitted This may be a true translator failure
from Teamcenter Enterprise. If the that needs to be resolved by the
translation still fails, the problem may translator company.
1 be with the translation service or the
Teamcenter Enterprise configuration.
• When you are using the translation service, the Translation Script Name must
list the runtranslationService.sh file, and the Translation Script Path must
contain the path to that file.
2. To test the translation without checkin, place a CAD part into your work location
and register it. Then select the CAD part, pull down the Action menu, and
choose the Prepare Visualization Files option.
If translation is successful, visualization files are created and placed into the
vault and vault location specified in the translation configuration control object.
However, visualization and preview files relationships are not created with
any associated Enterprise Knowledge Management assemblies. In this case,
you must create the has visualization files and has preview files relationships
yourself.
If translation is not successful, open the translation services prompt and view
the progress messages. You can also look at the MTI log files in the logs directory
to look for error messages. Review the translation configuration files and your
Enterprise Knowledge Management setup for problems.
If translation is successful, visualization files are created and placed into the
vault and vault location specified in the translation configuration control object.
In addition, the proper visualization and preview file relationships are created.
If translation is not successful, open the translation services prompt and view
the progress messages. You can also look at the MTI log files in the logs directory
to look for error messages. Review the translation configuration files and your
Enterprise Knowledge Management setup for problems.
4. Review the translation task XML file created for each translation. This XML
file is placed in the directory where translation files are downloaded (specified
by the DownloadDir= value in the TranslationService.config file.) These
XML files contain information about the CAD files, requested translation, files
names, and other information needed for the translation. These files can be
useful in tracking down problems.
5. Review the tesselation request objects created for each translation. Pull down
the Query menu and choose the following options:
Administrative Classes→Translation Services Admin Items→
Translation Services Translation Task
If a translation request completes, the Request Status on the object is
COMPLETE_STATUS. If translation does not complete, it has another status,
such as NEW_STATUS. Take steps to correct the problems that led to the
translation failure, then rerun the translation. To rerun translation, select the
tesselation request object for that translation, pull down the Action menu, and
choose the following options:
Translation Admin Actions→Restart Processing
For more information about translation administration, see the Administrator’s
Manual for Parts and Documents.
If you determine the search engine port numbers conflict with another program,
perform the following procedures:
1. Change the port numbers for your search engine in the Configuration Editor
using the same method you used to configure in the search engine initially.
3. If your search engine is installed on a local area or work group server, copy
all files in the MTI_ROOT/install/hosts/target-host-name directory on the
corporate server to the MTI_ROOT/install directory on the local area or work
group server. (Replace target-host-name with the host name of the local area or
work group server.) Use any file transfer method (such as FTP2 or Network
Neighborhood) to transfer files.
The MTI_ROOT/install/hosts/target-host-name directory contains configuration
files for the server.
Perform the remaining steps in this procedure on the search engine server host.
– Change the SERVICEPORT value to the new value you entered for the
IDOLS Port in the Configuration Editor.
– Change the PORT value to the new value you entered for the IDOLA
Port in the Configuration Editor.
The search engine service displays message indicating the service startup has
been initiated.
2. If you use FTP, make sure you set the file transfer mode to ASCII.
3. By default, the search engine is named DREn, for example, DRE1.
Database Configuration
This section provides steps to take if you encounter problems affecting database
interaction with Enterprise Knowledge Management.
Ensure that the PWF configuration variable and the DDB Default value (in the
Configuration Editor’s Modify Enterprise Knowledge Management Database
dialog window) are set to the correct values.
• The file specified by the PWF configuration variable is corrupt or is not valid.
Remove or rename the file and unset the PWF configuration variable.
Replace missing-file-path with the path name of the missing file and replace
table-name with the table name of the deleted data file.
C Oracle Reference
C Oracle Reference
queuesize Parameter
The queuesize is set in the listener.ora file.
If you want the listener to handle large volumes of concurrent connection requests,
you can specify a listener queue size for its TCP/IP or IPC listening end points. The
default number of concurrent connection requests is operating-system specific. On
Solaris platforms, for example, the default is 5. On Windows servers, the default
is 50, and on Windows workstations, the default is 5.
This parameter is used only for very high-volume databases, where the listener
spawns thousands of connections per hour. The number of expected simultaneous
connections should be equal to the size of the queuesize parameter. The following
example shows the queuesize parameters setting in the listener.ora file:
LISTENER =
(ADDRESS_LIST =
(ADDRESS =
(PROTOCOL = TCP)
(HOST = omf10g)
(PORT = 1521)
(QUEUESIZE = 32)
)
)
• Do not set SDU greater than TDU. Doing so wastes network resources by
shipping wasted space in each packet.
• If your users connect via dial-up modem lines, consider setting SDU and TDU
to smaller values because of the frequent resends that occur over modem
connections.
• On fast network connections (T1 or T3 lines), you should set SDU and TDU
equal to the MTU value for your network. On standard ethernet networks,
the default MTU size is set to 1,514 bytes. On standard token ring networks,
the default MTU size is 4,202 bytes. The SDU and TDU settings are a direct
function of the connection speed between the hosts. For fast T1 lines, set SDU,
TDU, and MTU to the same value. For slower modem lines, experiment with
smaller values of SDU and TDU.
The following examples show these parameters on a token ring network with an
MTU of 4202 bytes:
listener.ora
SID_LIST_LISTENER =
(SID_LIST =
(SID_DESC =
(SDU = 4202)
(TDU = 4202)
(SID_NAME = ora10g)
(GLOBAL_DBNAME = ora10g.WORLD)
)
)
tnsnames.ora
ORCL.WORLD =
(DESCRIPTION =
(SDU=4202)
(TDU=4202)
(ADDRESS =
(PROTOCOL = TCP)
(HOST = omf10g)
(PORT = 1521)
)
(CONNECT_DATA = (SID = ora10g))
)
tcp.nodelay Parameter
The protocol.ora file can be specified to indicate no data buffering for all TCP/IP
implementations. The parameter can be used both on the client and server. The
tcp.nodelay setting in protocol.ora is as follows:
tcp.nodelay = yes
Specifying this parameter causes TCP buffering to be skipped so that every request
is sent immediately. Keep in mind, however, that network traffic can increase due
to smaller and more frequent packet transmission, therefore causing slowdowns in
the network.
Set the tcp.nodelay parameter only if you encounter TCP timeouts. Setting
tcp.nodelay can provide significant performance improvement in high-volume
traffic between database servers.
break_poll_skip Parameter
The break_poll_skip parameter is set in the sqlnet.ora file.
This client-only sqlnet.ora parameter indicates the number of packets to be skipped
before checking for a user-initiated break. This parameter affects the amount of
CPU resources used by the Oracle Net client and functions only with servers that
support in-band breaks. The default value is four, and the results of modifying
the value are as follows:
• The higher you set the break_poll_skip value, the less frequently the system
checks whether control-c is pressed, and the less CPU resources are consumed.
• Conversely, the lower the value is set, the more frequently the system checks for
control-c and the more CPU resources are consumed.
###########
# LISTENER.ORA Network Configuration File:
# /db/app/oracle/product/10.1.0/network/admin/listener.ora
# Generated by Oracle configuration tools.
###########
LISTENER_HOST1 =
(ADDRESS_LIST =
(ADDRESS =
(PROTOCOL = TCP)
(HOST = host1)
(PORT = 1521)
(QUEUESIZE=20)
)
(ADDRESS =
(PROTOCOL = IPC)
(KEY = sid1)
)
)
SID_LIST_LISTENER_HOST1 =
(SID_LIST =
(SID_DESC =
(GLOBAL_DBNAME = sid1.world)
(ORACLE_HOME = /db/app/oracle/product/10.1.0)
(SID_NAME = sid1)
)
)
TRACE_LEVEL_LISTENER_HOST1 = OFF
TRACE_FILE_LISTENER_HOST1 = listener_sid1.trc
TRACE_DIRECTORY_LISTENER_HOST1 = /db/app/oracle/product/10.1.0/network/log
###########
# FILENAME: sqlnet.ora
# NETWORK.: Siemens PLM Software
###########
NAMES.DIRECTORY_PATH= (TNSNAMES)
NAMES.DEFAULT_DOMAIN = world
TRACE_LEVEL_CLIENT = OFF
TRACE_FILE_CLIENT = ora_client.trc
TRACE_LEVEL_SERVER = OFF
TRACE_FILE_SERVER = ora_server.trc
For complete descriptions of these utilities, see the Network and Database
Configuration Guide.
• The sample .login file and .profile files allow all users to access the Enterprise
Knowledge Management software. If you previously restricted access by creating
a special group for the Enterprise Knowledge Management software, you need to
use a more restrictive umask command.
• All references to Oracle apply only if you are installing one or more Enterprise
Knowledge Management databases on this host.
• Do not set the csh noclobber option in either your .login or .cshrc file.
• If your startup file modifies the PATH environment variable, make sure the
Oracle coraenv command is the last command in your startup file:
source $ORACLE_HOME/bin/coraenv
Figures C-2 and C-3 show the sample .login and .profile files provided with
Enterprise Knowledge Management.
#!/bin/csh
# .login file for Teamcenter Enterprise trusted user
# bcprt
# This software and related documentation are proprietary to UGS Corp.
# COPYRIGHT 2005 UGS CORP. ALL RIGHTS RESERVED
# ecprt
###########################################################
Please note - you can not use this file as-is. You must
edit it to reflect your environment.
Areas requiring special attention are bracketed with << >>
###########################################################
set path = ( . $path <<X11 and other favorite directories>> )
# Allow all users to access the Teamcenter Enterprise software.
# Use a value such as "27" to restrict access to the group.
umask 22
### ORACLE SECTION
# Need ORACLE only if installing a database server
setenv ORACLE_HOME /usr/<<change to your oracle home>>
setenv ORACLE_SID <<change to your oracle sid>>
setenv DB_VENDOR ORA
# If you are on the machine where Oracle is installed
set path=($path $ORACLE_HOME/bin )
set ORAENV_ASK=NO
source $ORACLE_HOME/bin/coraenv
unset ORAENV_ASK
setenv ORACLE_AUTOLOGIN 0
# Else If you are accessing oracle thru sqlnet
setenv TWO_TASK <<change to your two task alias>>
###########################################################
Please note: The following lines should be uncommented as
soon as the installation is complete
###########################################################
#if ( -f <<change to Teamcenter Enterprise Home>>/config/pdmsetup ) then
# source <<change to Teamcenter Enterprise Home>>/config/pdmsetup
#endif
#!/bin/sh
# .profile file for Teamcenter Enterprise trusted user
# bcprt
# This software and related documentation are proprietary to UGS Corp.
# COPYRIGHT 2005 UGS CORP. ALL RIGHTS RESERVED
# ecprt
##########################################################
Please note - you can not use this file as-is. You must
edit it to reflect your environment.
Areas requiring special attention are bracketed with << >>
##########################################################
PATH=.:<X11 and other favorite directories>;
export PATH
# Allow all users to access the Teamcenter Enterprise software.
# Use a value such as "27" to restrict access to the group.
umask 22
### ORACLE SECTION
# Need ORACLE only if installing a database server
ORACLE_HOME=/usr/<<change to your oracle home>>
export ORACLE_HOME
ORACLE_SID=<<change to your oracle sid>>
export ORACLE_SID
DB_VENDOR="ORA"; export DB_VENDOR
# If you are on a mchine where Oracle is installed
PATH=$PATH:$ORACLE_HOME/bin
ORAENV_ASK=NO
. $ORACLE_HOME/bin/oraenv
unset ORAENV_ASK
ORACLE_AUTOLOGIN=0; export ORACLE_AUTOLOGIN
# Else If you are accessing oracle thru sqlnet
TWO_TASK=<<change to your two task alias>>
export TWO_TASK
###########################################################
Please note: The following lines should be uncommented as
soon as the installation is complete
###########################################################
#if [ -r <<change to Teamcenter Enterprise Home>>/config/pdmsetup.sh ]; then
# . <<change to Teamcenter Enterprise Home>>/config/pdmsetup.sh
#fi
You can install Enterprise Knowledge Management on an NFS server and execute
its binaries from an NFS client. This appendix describes installation issues that you
must accommodate in your Enterprise Knowledge Management deployment strategy
when installing Enterprise Knowledge Management in an NFS environment.
Client/Server Trust
The Enterprise Knowledge Management installation procedure assumes that
read/write access and complete trust exists between the NFS client and server. Keep
the following points in mind if you install Enterprise Knowledge Management in an
NFS environment where there is less trust between client and server:
• You must perform some installation steps manually.
• To run from a read-only mount, you must adjust your Enterprise Knowledge
Management configuration.
#!/bin/sh
# Setting File protections for Enterprise Knowledge Management 2007
# make muxd and olaunch set-uid root for securitycd MTI_ROOT/bin || exit $?
echo "Setting muxd file protections"
if [ -f muxd ] ; then
chown root muxd || exit $?
chmod 4755 muxd || exit $?
fi
echo "Setting olaunch file protections"
if [ -f olaunch ] ; then
chown root olaunch || exit $?
chmod 4755 olaunch || exit $?
fi
echo "Copying olaunch security file to /etc"
if [ -f /etc/olaunch.usr ] ; then
cd MTI_ROOT/install || exit $?
cp /etc/olaunch.usr olaunch.usr.old || exit $?
sort -u olaunch.usr.old olaunch.usr > /etc/olaunch.usr || exit $?
else
cp MTI_ROOT/install/olaunch.usr /etc/olaunch.usr || exit $?
fi
test -f apcroot.sh && . apcroot.sh
test -f ccmroot.sh && . ccmroot.sh
test -f dmmroot.sh && . dmmroot.sh
test -f iscroot.sh && . iscroot.sh
test -f lcmroot.sh && . lcmroot.sh
test -f pfmroot.sh && . pfmroot.sh
test -f psmroot.sh && . psmroot.sh
test -f tktroot.sh && . tktroot.sh
test -f wwwroot.sh && . wwwroot.sh
echo Completed root.sh successfully.
MUX Considerations
Enterprise Knowledge Management uses privileges in the MUX to acquire a
reserved TCP port number for outgoing connections. This serves as a signal to other
MUX programs that it is trustworthy (since under UNIX, only a privileged process
can make an outgoing connection from ports numbered lower than 1024). For more
information about assigned port numbers, see the TCP/IP standards document
RFC 1700, Assigned Numbers.
If the MUX does not have privileges, it can perform TCP communications
only if the VC_MUX_RESERVED_IPPORT_REQUIRED configuration
variable has a value of 0 (the default value is 1; you can change it in the
Configuration Editor). This variable must be set consistently throughout an
Enterprise Knowledge Management installation; you will encounter problems
if VC_MUX_RESERVED_IPPORT_REQUIRED is set to 1 on some hosts in
your installation and 0 on other hosts. For more information about configuration
variables, see the Network and Database Configuration Guide.
olaunch Considerations
Enterprise Knowledge Management uses privileges in olaunch to start the
operating system server (OS_SERV) and the GUI server as certain OS users. The
ability to start an operating system server as another user is an important part of
the way Enterprise Knowledge Management accesses files. Enterprise Knowledge
Management is always able to start an operating system server on the NFS client
host as the user logged in to the OMF client on that host; however, if Enterprise
Knowledge Management cannot start operating system servers as another OS
user, the person on that host may have limited access to other users’ files. If you
define Enterprise Knowledge Management file systems to include access from these
clients, you may need to allow anonymous (nobody) access to work/vault locations
and staging areas.
Siemens PLM Software does not recommend this configuration because
it allows (accidental or deliberate) destruction of the contents of these
directories, defeating one of the larger benefits of collaborative product
management technology.
The need for the ability to start a GUI server is related to application interfaces
running on the client host, and is an issue only if the user is not running the OMF
client when an application interface needs to interact with the user.
The root.sh file generated by the Enterprise Knowledge Management installation
procedure adds the operating system username of the trusted user to the
/etc/olaunch.usr file. This is optional. If you set up olaunch to run as a set-UID
program owned by root, and the olaunch.usr file does not exist, any user on
that host can invoke olaunch and it can invoke any command as any user. To
restrict which users can invoke it, and increase the security on the host, place the
appropriate operating system user names in this file, one per line. For additional
information about olaunch access permissions, see Restricting Access to the Server
Launching Program in chapter 7, Configuring Enterprise Knowledge Management.
A MUX running on UNIX uses only one of these variables. Depending on the
platform (and for future compatibility) Siemens PLM Software recommends that you
change both variables.
When you change the VC_MUX_FIFO or VC_MUX_SOCK variables, consider
the following:
• The Enterprise Knowledge Management installation procedure places these
files under MTI_ROOT in order to separate and protect them. The socket and
FIFO files are unique to a particular Enterprise Knowledge Management
installation. If you are running more than one version of Enterprise Knowledge
Management on the host, placing these files in MTI_ROOT means they are
naturally separated. Alternatively, you can concatenate characters to the names
to make them unique. Placing them in MTI_ROOT also protects them from
inadvertent destruction which is more likely in a shared location such as /tmp.
• If you place the files in a shared location, make sure that automated and manual
maintenance of this directory does not destroy them. If these files are removed
while the MUX is running, the MUX does not abort but appears to have died
when anyone attempts to connect to it on the local host. Existing clients are not
affected, only new ones. The typical symptoms in this case are that muxstat
reports the MUX is unavailable, yet muxstart fails. You should be able to find
the MUX (shown as muxd) in the ps(1) output and confirm that it is functioning
normally by entering a muxping command from another host.
• When considering where to locate the socket and FIFO files, remember that
these files must be writable by every Enterprise Knowledge Management user,
so they must be in a directory that permits this.
Running netstart
When starting Enterprise Knowledge Management using the netstart command
from a shared directory, you must either modify it to separate the log files it produces
on a host basis (such as including the host name in the name of each file) or have
procedures in place to ensure they are separated.
The netstart log files are not designed to be shared among multiple hosts while they
are active. They are formatted to allow combining them after they are inactive. If
the NFS client does not have write access to the NFS server, you must either modify
the netstart script or create a procedure that stores the netstart log files locally.
On the corporate server, you can also launch the Maintenance Pack
Manager from the Configuration Editor by clicking Maintenance Pack
Manager.
3. In the Modify Patch Server Settings dialog window, enter patch server settings
as described in table E-1.
5. Select the types of patch sets you want to download (managed host2, thin client,
or rich client) and the platforms for the maintenance pack you want.
6. Click OK. The Maintenance Pack Manager downloads the specified maintenance
pack.
• INSTALL_BASE
INSTALL_WINCLNT
INSTALL_WEBPD
INSTALL_PATS
1. Content files are text files that contain paths to the patch set files on the patch server. Content files are named
product-id_package-id_CONTENTS.txt.
2. Managed hosts are hosts known to the Enterprise Knowledge Management network, such as server hosts and workstation (classic
client) hosts.
Install these patch sets according the to instructions in the readme files
that accompany them.
4. Click OK. The Maintenance Pack Manager installs the selected maintenance
pack.
Download Locations dialog window. The Maintenance Pack Manager does not move
maintenance pack files.
If you want to free disk space, you may remove downloaded maintenance packs by
selecting one or more locations and clicking Remove. This deletes the physical disk
locations and all files in them from your host.
If you remove the download location for the active maintenance pack on the
Maintenance Pack Manager host, you will not be able to reinstall the package
using the Reinstall Active Maintenance Pack option.3
Removing Backups
To free disk space, you can remove backups of files replaced during maintenance
pack installations by clicking Remove Backups. In the Remove Backups dialog
window, select one or more backups to remove, then click OK.
If you remove the backup for the active maintenance pack on the Maintenance
Pack Manager host, you cannot reinstall the package using the Reinstall
Active Maintenance Pack option.
3. For more information about this option, see Uninstalling and Reinstalling Maintenance Packs, later in this appendix.
2. Create a directory for the maintenance pack you want to download. This
directory is referenced in this procedure as PKG-LOC.
5. For each installed module you found in step 1, download and extract TAR files
for submodule patch sets:
a. For each submodule you want to patch, locate the following directory on
the GTAC FTP site:
teamcenter_enterprise/patch/release-id/module_submodule/package-id
b. Locate the appropriate TAR files for the platforms you use. Download the
files to your local PKG-LOC directory.
• ReleaseVersion_OMF_CLNT_package-id_<platform>.BOM
• ReleaseVersion_OMF_CLNT_package-id_<platform>.TZ
After you extract the TAR file, you can delete the TAR file from the PKG-LOC
directory.
• download-loc mp=: Set it to the version for which you have manually
downloaded the maintenance pack. For example, MP02.
• bucket=: Set it to the platform for which you have manually downloaded
the maintenance pack. For example, windows.
• dir=: Set it to the location where you have manually downloaded the patches.
For example, MTI_ROOT\patching\downloads\MP02\windows.
2. In the Install Maintenance Pack – Choose Download Type dialog window, select
Manual Process.
3. In the Download Location field, enter the path to the downloaded maintenance
pack or Browse to the download location.
4. Click OK.
If you do not want to back up files replaced in the patching process, deselect
Backup Current Installation. If you want to back up files to a directory other
than the Backup Location shown, enter a different directory.
4. Delete the contents of the patchrep/install directory, but do not delete the
directory.
7. Set permissions on the Download Location directory you specified so users can
copy files from this directory.
3. In the Install Maintenance Pack – Choose Download Type dialog window, select
Manual Process.
4. In the Download Location field, enter the path to the patch repository, then
click OK.
4. For more information about copying the INSTALL_BASE.TZ file, see Copying Installation Files in chapter 5, Preparing the Enterprise
Knowledge Management Environment.
5. These files provide information about the content of the corporate server to the Maintenance Pack Manager. The Maintenance Pack
Manager uses this information to determine which patch sets to download.
2. Extract the required thin client or rich client patch sets into your WEB_ROOT
directory. The extraction utility automatically creates a directory beneath your
WEB_ROOT directory named images_build-ID for the extracted files.
3. Launch the Web Application Manager by entering the insweb command from
your WEB_ROOT directory.
4. In the Web Applications field, select the Web application in which you want to
apply the patched solution and then click Modify.
8. Select the patched solutions you want to reinstall, then click OK. The Web
Application Manager installs the patched solutions.
Make sure to patch all solutions in your Web application at the same time.6
For more information about reinstalling solutions, see Launching the Web
Application Manager in chapter 9, Installing Thin Client Solutions.
6. Some solutions may not have patch sets available. Install all available patch sets for the solutions you have installed.
F Uninstalling Enterprise
Knowledge Management
F Uninstalling Enterprise
Knowledge Management
Before you perform procedures in this appendix, enter the following commands to
stop the MUX and dispatcher:
dspstop
muxstop
4. In the Name field, select the search engine you want to remove and click Remove.
The Configuration Editor prompts you to confirm the removal of the selected
search engine. Click Yes
5. After the Configuration Editor finishes removing the search engine, exit the
Configuration Editor.
d. If you use Oracle, find the tablespace names of each database by performing
the following steps:
1) Select a database and click Modify.
The Configuration Editor displays the Modify Database dialog window.
e. Record the names of each database (and, if you use Oracle, tablespaces for
each database).
1. If you installed Enterprise Knowledge Management in a distributed-database environment, the default database names are
admm70a, keym70a, and sum70a.
Use extreme caution when removing databases. Make sure you enter
all command line arguments correctly.
For more information about the credbora command, see the Network and
Database Configuration Guide.
A Autonomy service
Adding to existing server . . . . . . . . . 15-6
Account password, Oracle system . . . . . . 4-2 Adding to local area server . . . . . . . . 15-6
Adding components Adding to work group server . . . . . . . 15-6
e!Vista . . . . . . . . . . . . . . . . . . . . . . 15-1 Configuration variables . . . . . . . . . . . 7-3
Online documentation . . . . . . . . . . . 15-1 Configuring . . . . . . . . . . . . . . . . . . . . 7-2
Support files . . . . . . . . . . . . . . . . . . 15-1 Installation command . . . . . . . . . . . . 15-6
Adding search engine Installation file . . . . . . . . . . . . . . . . B-10
Local area server . . . . . . . . . . . . . . . 15-6 Removing . . . . . . . . . . . . . . . . . . . . . F-1
Work group server . . . . . . . . . . . . . . 15-6 Troubleshooting . . . . . . . . . . . . . B-8–B-9
Adding search engine service . . . . . . . . 15-6 Verifying status . . . . . . . . . . . . . . . . 15-7
AdmDcPrt class . . . . . . . . . . . . . . . . 11-14
AdmDcPrt class attribute set to Any . . 11-14
Admin Power User grp . . . . . . . . . . . . 11-7 B
Admin Power User Role . . . . . . . . . . . . 11-7 Backups, removing . . . . . . . . . . . . . . . E-4
ADMIN_POWER_USER condition . . . . 11-7 BIG5 encoding . . . . . . . . . . . . . . . . 2-5–2-6
ADMIN_POWER_USER_WI_PROJECT bldrora utility . . . . . . . . . . . . . . . . 6-6, C-7
condition . . . . . . . . . . . . . . . . . . . . . . 11-7 blkload utility . . . . . . . . . . . . . . . . . . . C-7
Administrative database BOM preview, enabling for
Disk space requirements . . . . . . . . . . . 2-4 translators . . . . . . . . . . . . . . . . . . . 12-12
Sample configuration . . . . . . . . . . . . . 1-2 break_poll_skip parameter . . . . . . . . . . C-1
AdmVal class attribute set to Any . . . . 11-12 Browser and window examples . . . . . . . . 13
AdmVal class attributes . . . . . . . . . . . 11-11 Bulk loader utility . . . . . . . . . . . . . . . . C-7
AdmVal object structure . . . . . . . . . . 11-13 bulkdump utility . . . . . . . . . . . . . . . . . . 6-6
Adobe Acrobat plugin, installation . . . . 9-12
AIX, before installing . . . . . . . . . . . . . . 6-1
C
Aliases
e!Vista cgi . . . . . . . . . . . . . . . . . . . . 16-2 C compiler . . . . . . . . . . . . . . . . . . . . . . 5-1
e!Vista docs . . . . . . . . . . . . . . . . . . . 16-2 C++ compiler . . . . . . . . . . . . . . . . . . . . 5-1
Application integrations . . . . . . . . . . . . . 9 C9T logging, enabling . . . . . . . . . . . . 12-10
Application sharing client . . . . . . . . . . 9-10 cat command . . . . . . . . . . . . . . . . . 5-2, 8-1
Attributes cd command . . . . . . . . . . . . . . . . . . . . . 4-5
AdmVal class . . . . . . . . . . . . . . . . . 11-11 cfgedit2 command . . . . . . . . . . . . . . . . . 6-2
DocumentClass . . . . . . . . . . 11-11, 11-14 cfgedit2 file . . . . . . . . . . . . . . . . . . . . . B-2
DocumentType . . . . . . . . . . 11-11, 11-14 cfgedit2.bat file . . . . . . . . . . . . . . . . . . . 6-2
FrozenDocIndicator . . . . . . . . . . . . 11-11 cgi virtual directory . . . . . . . . . . . . . . . 16-2
LifeCycleState . . . . . . . . . . . . . . . . 11-11 Change Management life cycles . . . . . . 11-2
PartClass . . . . . . . . . . . . . . 11-11, 11-14 Character replacement
PartType . . . . . . . . . . . . . . . 11-11, 11-14 Japanese . . . . . . . . . . . . . . . . . . . . . . 2-5
RelateFrozen . . . . . . . . . . . . . . . . . 11-14 Korean . . . . . . . . . . . . . . . . . . . . . . . 2-5
RequiredDocIndicator . . . . . . . . . . . 11-11 Simplified Chinese . . . . . . . . . . . . . . . 2-5
RevisedFirstIndicator . . . . . . . . . . . 11-14 Traditional Chinese . . . . . . . . . . . . . . 2-5
RulePriority . . . . . . . . . . . . 11-11, 11-14 Character sets . . . . . . . . . . . . . . . . . . . 4-7
SubmitDocIndicator . . . . . . . . . . . . 11-11 Half-Width Katakana . . . . . . . . . . . . . 2-5
Audience . . . . . . . . . . . . . . . . . . . . . . . . 9 JIS X 0208-1990 . . . . . . . . . . . . . . . . 2-5
K M
Key database Macrovision license manager . . . . . . . . . 5-2
Disk space requirements . . . . . . . . . . . 2-4 Maintenance pack
Sample configuration . . . . . . . . . . . . . 1-2 Downloading . . . . . . . . . . . . . . . . . . E-1
Korean character set . . . . . . . . . . . . . . . 2-5 Rich client . . . . . . . . . . . . . . . . . . . . E-8
Korean locales Maintenance packs
Environment settings . . . . . . . . . . . . . 2-6 Downloading, manually . . . . . . . . . . E-5
Invalid character replacement . . . . . . . 2-5 INSTALL_BASE . . . . . . . . . . . . . . . E-3
Platform support . . . . . . . . . . . . . . . . 2-5 INSTALL_PATS . . . . . . . . . . . . . . . E-3
KS C encoding . . . . . . . . . . . . . . . . 2-5–2-6 INSTALL_WEBPD . . . . . . . . . . . . . E-3
INSTALL_WINCLNT . . . . . . . . . . . . E-3
L Installing . . . . . . . . . . . . . . . . . . . . E-2
Installing, from patch repository . . . . E-7
Launching Reinstalling . . . . . . . . . . . . . . . . . . . E-4
e!Vista . . . . . . . . . . . . . . . . . . . . . . 16-6 Rich client . . . . . . . . . . . . . . . . . . . . E-3
lcm_claim_work_allowed condition . . . . 11-8 Thin client . . . . . . . . . . . . . . . . . E-3, E-8
LcsReleased life cycle state . . . . . . . . 11-12 Uninstalling . . . . . . . . . . . . . . . . . . E-4
LD_LIBRARY_PATH variable . . . . . . . B-4 Viewing readme files . . . . . . . . . . . . E-4
License file . . . . . . . . . . . . . . . . . . . . . . 5-3 Managed hosts . . . . . . . . . . . . . . . . . . . 1-4
License manager . . . . . . . . . . . . . . 5-3, 15-1 manager account password . . . . . . . . . . 4-2
FLEXnet daemon . . . . . . . . . . . . . . . . 5-2 Managing patch download locations . . . E-3
Shutting down . . . . . . . . . . . . . . . . . . 5-6 Manual organization . . . . . . . . . . . . . . . 10
Starting . . . . . . . . . . . . . . . . . . . . . . 5-2 Manual set . . . . . . . . . . . . . . . . . . . . . . 16
Variables . . . . . . . . . . . . . . . . . . . . . . 5-2 Memory requirements . . . . . . . . . . . . . . 2-3