Welcome to Codebeamer AI Help Center
Release Notes for Codebeamer AI 1.2
What’s New
Known Issues
Release Notes for Codebeamer AI 1.1
What’s New
Release Notes for Codebeamer AI 1.0
What’s New
Setting Up the Codebeamer AI
PTC-hosted Codebeamer AI
PTC-hosted Codebeamer AI for Codebeamer (On-Premises)
Install the Codebeamer AI Plugin
Upgrading Codebeamer and Codebeamer AI
PTC-hosted Codebeamer AI for Codebeamer+
Codebeamer AI Installation Availability and Service Continuity for Codebeamer+
Creation of PTC Organization
Create a Service Principal for Codebeamer(On-Premises) and Codebeamer+ Installations
Enablement of Codebeamer AI Services for PTC Hosted Deployments
Supported Codebeamer and Codebeamer+ Versions
PTC‑hosted Codebeamer AI Credit Usage
AI Indexing Cost and Storage Overview
Customer-hosted Codebeamer AI
Design and Architecture
Shared Responsibility Model
Recommendations and Best Practices
Secure Deployment
Infrastructure Sizing Guide
Reference Monitoring Configuration
Troubleshooting Monitoring and Service Issues
Deploying Customer-hosted Codebeamer AI
Prerequisites
Azure Deployment and Data Residency for Codebeamer AI
Deployment of Infrastructure
Deployment of Service
Deployment of Azure Policy using Terraform
Troubleshooting
Upgrading Codebeamer AI
Deploy CBAI Service Patch
Deploy Semantic AI Service Patch
Deploy IaC Patch for Infrastructure and Policy
Deploying Codebeamer AI Customer Hosted Deployment Patch (Infra + Service + Policy)
Zero downtime patch deployments with newer Azure OpenAI Model support
Managing Azure Deny Policies: Exemption Guidelines for Update and Upgrade Operations
Infrastructure Components Updates
Uninstalling Customer-hosted Codebeamer AI
Prerequisites
Using Terraform Destroy command
Manually uninstall the Customer-hosted Codebeamer AI
Removing Deny Policies
Troubleshooting
Customer-Hosted Deployment Codebeamer AI Token Usage
AI Indexing
Required System Administration Tasks for AI Assistants Setup
Integrate Codebeamer with the PTC SaaS Platform
Configure the Azure AD Authentication
Configure the AI Users Group and Assign Members
Create Global Shared Fields for AI
Enabling the AI Indexing Service
Enable the Project for AI Indexing
Configure Review Hub Indexing
Monitor AI Indexing Service Statistics
Full Resynchronization of Codebeamer Databases for Disaster Recovery
Required Project Administration Tasks for AI Assistants Setup
Configure INCOSE Rules for the Requirement Assistant
Configure the Indexing Lifecycle and Indexing Settings
Required Tracker Administration Tasks for AI Assistants Setup
Configure Custom Fields for Trackers
Link Requirements and Test Cases
Set AI Context for the Test Case Assistant
Getting Started
Considerations When Using the Codebeamer AI Assistants
Requirement Assistant
Using the Requirement Assistant
Analyzing the Item
Supported Abbreviations
Rewriting the Item
Rewrite Behavior in Requirement Assistant
Known Issues and Limitations in Codebeamer AI Requirement Assistant
Test Case Assistant
Test Case Assistant 1.1
Using the AI Test Case Assistant 1.1
Providing Context to the AI Test Case Assistant 1.1
Generating the Test Case with AI Test Case Assistant 1.1
Considerations When Generating and Saving the Test Case
Impact of Field Visibility and Permissions on AI Context and Test Case Creation
Running the AI-Analysis Again in AI Test Case Assistant 1.1
AI Test Case Assistant 1.0
Using the AI Test Case Assistant 1.0
Providing Context to the AI Test Case Assistant 1.0
Generating the Test Case with AI Test Case Assistant 1.0
Running the AI-Analysis Again in AI Test Case Assistant 1.0
Search Assistant
Using the Search Assistant
Sharing Feedback