Overview of Integration for PTC Integrity Lifecycle Manager (Integration for PTC Integrity Lifecycle Manager)
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PTC Integrity Modeler Integration for Lifecycle Manager integrates PTC Integrity Modeler with PTC Integrity Lifecycle Manager (formally known as Integrity).
In the Help topics for PTC Integrity Modeler Integration for Lifecycle Manager, the preceding products are referred to as follows:
• PTC Integrity Modeler: Modeler.
• PTC Integrity Lifecycle Manager: PTC Integrity Lifecycle Manager.
• PTC Integrity Modeler Integration for Lifecycle Manager: Integration for Lifecycle Manager.
For information about the supported versions of PTC Integrity Lifecycle Manager, see the Modeler Release Notes.
This integration extends the scope of PTC Integrity Lifecycle Manager to include the development of a Modeler Model throughout the lifecycle of a project. Through Integration for Lifecycle Manager you can link the Requirements that are captured and maintained in PTC Integrity Lifecycle Manager to the items that are being developed in Modeler.
To use Integration for Lifecycle Manager, you require an Integration for Lifecycle Manager license.
The Help assumes that you have a good working knowledge of Modeler and PTC Integrity Lifecycle Manager.
 | You may want to back up your Modeler Model and PTC Integrity Lifecycle Manager Documents before using Integration for Lifecycle Manager, in case the results of the synchronization are not as you expect. |
Configuring PTC Integrity Lifecycle Manager document types
Before Integration for Lifecycle Manager can work with a PTC Integrity Lifecycle Manager Document, the Document Type of that Document must be configured to work with Integration for Lifecycle Manager.
Integration for Lifecycle Manager can work with any Document Type in PTC Integrity Lifecycle Manager.
For more information about configuring PTC Integrity Lifecycle Manager Document Types to work with Integration for Lifecycle Manager and the additional fields that are added to PTC Integrity Lifecycle Manager items, see
Configuring document types to work with Integration for Lifecycle Manager (Integration for PTC Integrity Lifecycle Manager) and
PTC Integrity Lifecycle Manager item fields (Integration for PTC Integrity Lifecycle Manager).
Integration for Lifecycle Manager mappings
After you have set up the synchronization options on each page of Integration for Lifecycle Manager, you can save those choices to an Integration for Lifecycle Manager Mapping. Thereafter, you can use that Mapping to perform the same synchronization again.
You can create Requirement Mappings and Surrogate Mappings:
• Use a Requirement Mapping to synchronize Requirements and their traceability relationships between Modeler and PTC Integrity Lifecycle Manager.
A Requirement Mapping can synchronize Requirements in both directions, that is, from Modeler to PTC Integrity Lifecycle Manager and from PTC Integrity Lifecycle Manager to Modeler. Integration for Lifecycle Manager allows you to create and maintain your Requirements in PTC Integrity Lifecycle Manager, Modeler or both environments.
• Use a Surrogate Mapping to represent Modeler items, diagrams, non-traceability relationships and traceability relationships in PTC Integrity Lifecycle Manager Documents.
A Surrogate Mapping synchronizes Modeler items in one direction only, that is, from Modeler to PTC Integrity Lifecycle Manager.
For more information about Mappings, see
Integration for Lifecycle Manager mappings (Integration for PTC Integrity Lifecycle Manager).
Synchronization decisions
There are decisions you must make before using Integration for Lifecycle Manager to perform a synchronization, such as, which Mapping type to use, which root items to use, which environment to use for maintaining Requirements, and which relationships and properties to synchronize.
For more information about Integration for Lifecycle Manager decisions you must make, see
Synchronization decisions (Integration for PTC Integrity Lifecycle Manager).
Usage scenarios
For information about synchronizing Requirements the first time, synchronizing PTC Integrity Lifecycle Manager Requirements to multiple Modeler models, reorganizing synchronized items, and synchronizing Mappings individually, see
Usage scenarios (Integration for PTC Integrity Lifecycle Manager).
Root items
As part of a Mapping you can define the scope of the synchronization by choosing a root item in the Modeler Model and a root item in the PTC Integrity Lifecycle Manager Document:
• The root item in a Modeler Model can be any Package that is not involved in another synchronization.
Integration for Lifecycle Manager processes all child items of the root Package and its child Packages.
• The root item in a PTC Integrity Lifecycle Manager Document can be any item that is not involved in another synchronization with the same Modeler Model.
Integration for Lifecycle Manager processes all child items of the root item.
You should consider carefully which items are going to be root items in your Modeler Model and PTC Integrity Lifecycle Manager Document. For more information about root items, see
Root items (Integration for PTC Integrity Lifecycle Manager).
Working with deleted items
Before you set up a Mapping you need to decide whether you want Integration for Lifecycle Manager to delete items or mark items as deleted.
For more information about working with deleted items, see
Deleted items (Integration for PTC Integrity Lifecycle Manager).
Using Integration for Lifecycle Manager the first time
To start Integration for Lifecycle Manager: on the Modeler Tools ribbon tab, click the arrow next to Integrity Lifecycle Manager, and then click Synchronize.
Integration for Lifecycle Manager uses a wizard style user interface that guides you through the process of defining Integration for Lifecycle Manager Mappings. If you require help with any of the options that appear on a page of Integration for Lifecycle Manager, click the Help button.
The Mapping Selection page lists all Mappings that have been created for the Modeler Model. On the Mapping Selection page, you can create a new Mapping or use an existing Mapping:
• To create and define a new Mapping for the Model, click Create New.
• To view and optionally change a Mapping, select the check box associated with the Mapping, and then click Edit.
• To perform a synchronization using one or more Mappings, select the check boxes associated with those Mappings, and then click Synchronize.
• When there is a Mapping that relates to the item that was selected in Modeler when Integration for Lifecycle Manager was started, that Mapping is initially selected on the Mapping Selection page.
After setting the required options on each page of Integration for Lifecycle Manager, the Synchronize page allows you to optionally save a new Mapping or save changes to an existing Mapping, and optionally start a synchronization:
• The Synchronize Only button starts the synchronization without saving a new Mapping or saving changes made to an existing Mapping.
• The Save Mapping Only button saves the Mapping without starting a synchronization.
• The Save Mapping and Synchronize button saves the Mapping and starts the synchronization.