Welcome to Codebeamer AI Help Center
Release Notes
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
Creation of PTC Organization
Create a Service Principal for Codebeamer
Supported Codebeamer Versions
Install the Codebeamer AI Plugin
Upgrading Codebeamer and Codebeamer AI
PTC‑Hosted Codebeamer AI Credit Usage
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
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
System Administration Tasks for AI Assistants
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
Project Administration Tasks for AI Assistants
Configure INCOSE Rules for the Requirement Assistant
Tracker Administration Tasks for AI Assistants
Configure Custom Fields for Trackers
Link Requirements and Test Cases
Set AI Context for the Test Case Assistant
Phone Home Data Collection
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
Sharing Feedback
Welcome to Codebeamer AI Help Center
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
Creation of PTC Organization
Create a Service Principal for Codebeamer
Supported Codebeamer Versions
Install the Codebeamer AI Plugin
Upgrading Codebeamer and Codebeamer AI
PTC‑Hosted Codebeamer AI Credit Usage
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
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
System Administration Tasks for AI Assistants
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
Project Administration Tasks for AI Assistants
Configure INCOSE Rules for the Requirement Assistant
Tracker Administration Tasks for AI Assistants
Configure Custom Fields for Trackers
Link Requirements and Test Cases
Set AI Context for the Test Case Assistant
Phone Home Data Collection
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
Sharing Feedback
codebeamer
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Welcome to Codebeamer AI Help Center
codebeamer
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Welcome to Codebeamer AI Help Center
>
Release Notes
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Release Notes
>
Release Notes for Codebeamer AI 1.1
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Release Notes
>
Release Notes for Codebeamer AI 1.1
>
What’s New
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Release Notes
>
Release Notes for Codebeamer AI 1.0
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Release Notes
>
Release Notes for Codebeamer AI 1.0
>
What’s New
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Setting Up the Codebeamer AI
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Setting Up the Codebeamer AI
>
PTC-hosted Codebeamer AI
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Setting Up the Codebeamer AI
>
PTC-hosted Codebeamer AI
>
Creation of PTC Organization
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Setting Up the Codebeamer AI
>
PTC-hosted Codebeamer AI
>
Create a Service Principal for Codebeamer
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Setting Up the Codebeamer AI
>
PTC-hosted Codebeamer AI
>
Supported Codebeamer Versions
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Setting Up the Codebeamer AI
>
PTC-hosted Codebeamer AI
>
Install the Codebeamer AI Plugin
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Setting Up the Codebeamer AI
>
PTC-hosted Codebeamer AI
>
Upgrading Codebeamer and Codebeamer AI
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Setting Up the Codebeamer AI
>
PTC-hosted Codebeamer AI
>
PTC‑Hosted Codebeamer AI Credit Usage
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Setting Up the Codebeamer AI
>
Customer-hosted Codebeamer AI
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Setting Up the Codebeamer AI
>
Customer-hosted Codebeamer AI
>
Design and Architecture
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Setting Up the Codebeamer AI
>
Customer-hosted Codebeamer AI
>
Shared Responsibility Model
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Setting Up the Codebeamer AI
>
Customer-hosted Codebeamer AI
>
Recommendations and Best Practices
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Setting Up the Codebeamer AI
>
Customer-hosted Codebeamer AI
>
Recommendations and Best Practices
>
Secure Deployment
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Setting Up the Codebeamer AI
>
Customer-hosted Codebeamer AI
>
Recommendations and Best Practices
>
Infrastructure Sizing Guide
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Setting Up the Codebeamer AI
>
Customer-hosted Codebeamer AI
>
Recommendations and Best Practices
>
Reference Monitoring Configuration
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Setting Up the Codebeamer AI
>
Customer-hosted Codebeamer AI
>
Recommendations and Best Practices
>
Reference Monitoring Configuration
>
Troubleshooting Monitoring and Service Issues
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Setting Up the Codebeamer AI
>
Customer-hosted Codebeamer AI
>
Deploying Customer-hosted Codebeamer AI
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Setting Up the Codebeamer AI
>
Customer-hosted Codebeamer AI
>
Deploying Customer-hosted Codebeamer AI
>
Prerequisites
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Setting Up the Codebeamer AI
>
Customer-hosted Codebeamer AI
>
Deploying Customer-hosted Codebeamer AI
>
Prerequisites
>
Azure Deployment and Data Residency for Codebeamer AI
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Setting Up the Codebeamer AI
>
Customer-hosted Codebeamer AI
>
Deploying Customer-hosted Codebeamer AI
>
Deployment of Infrastructure
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Setting Up the Codebeamer AI
>
Customer-hosted Codebeamer AI
>
Deploying Customer-hosted Codebeamer AI
>
Deployment of Service
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Setting Up the Codebeamer AI
>
Customer-hosted Codebeamer AI
>
Deploying Customer-hosted Codebeamer AI
>
Deployment of Azure Policy using Terraform
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Setting Up the Codebeamer AI
>
Customer-hosted Codebeamer AI
>
Deploying Customer-hosted Codebeamer AI
>
Troubleshooting
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Setting Up the Codebeamer AI
>
Customer-hosted Codebeamer AI
>
Infrastructure Components Updates
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Setting Up the Codebeamer AI
>
Customer-hosted Codebeamer AI
>
Uninstalling Customer-hosted Codebeamer AI
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Setting Up the Codebeamer AI
>
Customer-hosted Codebeamer AI
>
Uninstalling Customer-hosted Codebeamer AI
>
Prerequisites
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Setting Up the Codebeamer AI
>
Customer-hosted Codebeamer AI
>
Uninstalling Customer-hosted Codebeamer AI
>
Using Terraform Destroy command
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Setting Up the Codebeamer AI
>
Customer-hosted Codebeamer AI
>
Uninstalling Customer-hosted Codebeamer AI
>
Manually uninstall the Customer-hosted Codebeamer AI
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Setting Up the Codebeamer AI
>
Customer-hosted Codebeamer AI
>
Uninstalling Customer-hosted Codebeamer AI
>
Removing Deny Policies
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Setting Up the Codebeamer AI
>
Customer-hosted Codebeamer AI
>
Uninstalling Customer-hosted Codebeamer AI
>
Troubleshooting
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Setting Up the Codebeamer AI
>
Customer-hosted Codebeamer AI
>
Customer-Hosted Deployment Codebeamer AI Token Usage
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Setting Up the Codebeamer AI
>
System Administration Tasks for AI Assistants
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Setting Up the Codebeamer AI
>
System Administration Tasks for AI Assistants
>
Integrate Codebeamer with the PTC SaaS Platform
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Setting Up the Codebeamer AI
>
System Administration Tasks for AI Assistants
>
Configure the Azure AD Authentication
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Setting Up the Codebeamer AI
>
System Administration Tasks for AI Assistants
>
Configure the AI Users Group and Assign Members
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Setting Up the Codebeamer AI
>
System Administration Tasks for AI Assistants
>
Create Global Shared Fields for AI
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Setting Up the Codebeamer AI
>
Project Administration Tasks for AI Assistants
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Setting Up the Codebeamer AI
>
Project Administration Tasks for AI Assistants
>
Configure INCOSE Rules for the Requirement Assistant
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Setting Up the Codebeamer AI
>
Tracker Administration Tasks for AI Assistants
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Setting Up the Codebeamer AI
>
Tracker Administration Tasks for AI Assistants
>
Configure Custom Fields for Trackers
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Setting Up the Codebeamer AI
>
Tracker Administration Tasks for AI Assistants
>
Link Requirements and Test Cases
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Setting Up the Codebeamer AI
>
Tracker Administration Tasks for AI Assistants
>
Set AI Context for the Test Case Assistant
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Setting Up the Codebeamer AI
>
Phone Home Data Collection
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Getting Started
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Getting Started
>
Considerations When Using the Codebeamer AI Assistants
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Requirement Assistant
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Requirement Assistant
>
Using the Requirement Assistant
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Requirement Assistant
>
Analyzing the Item
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Requirement Assistant
>
Analyzing the Item
>
Supported Abbreviations
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Requirement Assistant
>
Rewriting the Item
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Requirement Assistant
>
Rewriting the Item
>
Rewrite Behavior in Requirement Assistant
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Requirement Assistant
>
Known Issues and Limitations in Codebeamer AI Requirement Assistant
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Test Case Assistant
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Test Case Assistant
>
Test Case Assistant 1.1
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Test Case Assistant
>
Test Case Assistant 1.1
>
Using the AI Test Case Assistant 1.1
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Test Case Assistant
>
Test Case Assistant 1.1
>
Providing Context to the AI Test Case Assistant 1.1
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Test Case Assistant
>
Test Case Assistant 1.1
>
Generating the Test Case with AI Test Case Assistant 1.1
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Test Case Assistant
>
Test Case Assistant 1.1
>
Generating the Test Case with AI Test Case Assistant 1.1
>
Considerations When Generating and Saving the Test Case
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Test Case Assistant
>
Test Case Assistant 1.1
>
Impact of Field Visibility and Permissions on AI Context and Test Case Creation
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Test Case Assistant
>
Test Case Assistant 1.1
>
Running the AI-Analysis Again in AI Test Case Assistant 1.1
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Test Case Assistant
>
AI Test Case Assistant 1.0
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Test Case Assistant
>
AI Test Case Assistant 1.0
>
Using the AI Test Case Assistant 1.0
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Test Case Assistant
>
AI Test Case Assistant 1.0
>
Providing Context to the AI Test Case Assistant 1.0
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Test Case Assistant
>
AI Test Case Assistant 1.0
>
Generating the Test Case with AI Test Case Assistant 1.0
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Test Case Assistant
>
AI Test Case Assistant 1.0
>
Running the AI-Analysis Again in AI Test Case Assistant 1.0
codebeamer
>
Welcome to Codebeamer AI Help Center
>
Sharing Feedback