Setting up PTC Integrity Lifecycle Manager
Integration for PTC Integrity Lifecycle Manager integrates Modeler with PTC Integrity Lifecycle Manager.
Before you can use Integration for PTC Integrity Lifecycle Manager, consider the following:
• Integrity Lifecycle Manager Client (version 10.5 or higher) must be installed on the same computer as Modeler.
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The synchronizer tool currently does not work with multiple installations of Integrity Lifecycle Manager on a single computer.
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• The Integrity Lifecycle Manager Client and its Integrity Lifecycle Manager Server must both be the same version.
• In the target Integrity Lifecycle Manager system, a user account must be created that has access permissions to modify data. This account will be used when Integration for PTC Integrity Lifecycle Manager accesses and modifies data in Integrity Lifecycle Manager.
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To create or synchronize mappings, the user account must have the ViewAdmin access permission set in Integrity Lifecycle Manager.
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• Microsoft Office must be installed to synchronize Word, Excel and PowerPoint files that are embedded as OLE objects in rich text properties. For more information see the Property mappings page (Integration for PTC Integrity Lifecycle Manager) topic in the Modeler Help.
Important information for ESET Endpoint Antivirus users:
• The standard configuration of ESET Endpoint Antivirus prevents PTC Synchronizer Administration Tool from starting.
• To resolve this problem, set up ESET Endpoint Antivirus to exclude the loopback IP address (127.0.0.1) from protocol filtering.
• This problem may affect users of other anti-virus software as well.
Configuring Document Types to Work with Integration for Lifecycle Manager
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.
The PTC Synchronizer Administration Tool sets up the required fields in a Document Type.
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The PTC Synchronizer Administration Tool is not installed by default as part of a Client Only, Server Only or Standalone installation of PTC Integrity Modeler. It is installed only when the Integrity Lifecycle Manager Integration Admin feature is selected for installation on the Custom Setup page of the PTC Integrity Modeler installation program.
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To Configure Document Types to Work with Integration for Lifecycle Manager:
1. Ensure that you have administrator rights to the database in which the Document Type you want to configure resides.
2. Start the PTC Synchronizer Administration Tool.
From Windows Explorer, double-click the SynchronizerAdminTool.exe file that resides in the Modeler Exe folder. If you have installed Modeler to the default location, the path of the Exe folder is as follows:
For 64-bit versions of Windows:
C:\Program Files (x86)\PTC Integrity Modeler\Modeler\Exe
For 32-bit versions of Windows:
C:\Program Files\PTC Integrity Modeler\Modeler\Exe
3. If you are prompted to select a server connection, log on to the PTC Integrity Lifecycle Manager database.
4. From the PTC Synchronizer Administration Tool, select the check boxes associated with the Document Types you want to configure to work with Integration for Lifecycle Manager.
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Document Types shown in blue text have previously been configured. Leaving the check boxes associated with these Document Types selected will ensure that they are updated with any required changes.
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5. Click Execute.
6. After the selected Document Types have been configured (log states 'The process has completed.'), review the log for any errors or warnings.