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Servigistics InService 6.5 Administration Help Center
Servigistics InService Deployment
Planning Your Deployment
Architecture Overview
Multi-Tier Architecture
Core Components
Additional Components
Configuration Options
Monolithic
Split Configuration
Deploying in a Clustered Environment
Multi-Site Configuration
Publishing and Delivery
Communication Protocols
Supported Clients and Platforms
Deployment Options: On-Premise Versus Managed Services
Load Balancing
Security
Virtualization
Installing a Stand Alone License Server
Troubleshooting
Preparing Your Environment to Deploy Servigistics InService
Linix Considerations
Servigistics InService Requirements for the Oracle Database
InService Requirements for the SQL Database
Installing on Multiple Machines (Solution Installation)
Using the Servigistics InService Installer
Selecting the Installation Type
Selecting Your Products
Production Systems and Configuring Your Environment and Information Exchange Settings
Entering Your Database Information
Choosing the Platform Components
Entering Your LDAP Settings
Starting the Windchill Directory Server
Entering the Web Server and Servlet Engine Settings
Specifying the License Server
Specifying the Installation Directory
Entering Administrative Settings
Specifying a Remote Publisher
Configuring Servigistics InService with Performance Advisor Agent
Creating Product Icons or Links
Reviewing and Confirming the Installation
Deploying a Servigistics InService Offline System
Server Side Configurations
Creating Full Packets and Configuring the Download Center
Enabling the Creation of Incremental Data Packages Offline
Client Side Configurations
Extracting the Installer
Configuring the Installer
Configuring Feedback Preferences for Offline Systems
Setting the Primary DNS Suffix
Configuring the Servigistics InService Offline Environment
Activating the Servigistics InService Offline System
Automatic Synchronization of Users, Profiles, and Licenses in a Service Group
Setting Cart Type Attributes
Changing a Servigistics InService Offline System Administrator Password
Removing a User from an Offline System
Deploying Viewers in a Cluster
Installing and Configuring Viewers in a Cluster
Security Certificates for Cluster and Split Environments
Update InService Cluster
Launching Servigistics InService
Advanced Configurations
Loading Users, Profiles, and Service Groups
Database Initializing and Data Loading
Before You Begin
Manually Creating the Database Schema
Starting the Web Server, Servlet Engine, and Servigistics InService Servers
Loading Base Data
Configuring Servigistics InService to Use an External LDAP System
Registering Additional CoreServers, CoreServer loadbalancer, and JBoss as Windows Services
Mapping User Enterprise Attributes
Book Printing URL Configuration
Troubleshooting Delays
Rehosting
Configuring Servigistics InService For Silent Installs
Servigistics InService Installation Property File Example
Servigistics InService Installation Property Definitions
# Install Mode
# Install Set Panel
# Product Selection Panel
WindchillDS Product Panel
# Phone Home Config Panel
# Phone Home Collect Info Panel
# DB Properties Panel
# SC Platform Product Panel
# Web Server Panel
# Install Directories Panel (You need to update all these properties to point to your location.)
# Admin Settings Panel
# Remote Publisher Server
# User Shortcuts/Icons Panel
# Install Directory
Backup and Recovery
Manually Recovering From a Failure
High Availability
Setting Up a Safe Area
Directory Structure Diagram for Customized Files
Safe Area Directory Structure
PTC Script for Working with Customized Files
Using the Safe Area Directory Structure When Customizing Files
Using the Safe Area Directory Structure When Installing an Update
Patches, Updates and Rollbacks
Applying Patches And Performing Updates
Stopping Servigistics InService
Updating Servigistics InService
Updating Assets
Automatic Re-indexing
Servigistics InService Publishing and Loading
Using Publishing and Loading
Introducing Servigistics InService Publishing and Loading
Introduction
Terminology
Servigistics InService Environment Configuration
Software Prerequisites
Split Server Configuration Steps
Configuring for Multiple Sites
Configuring the Method to Send Files Between the Publisher and Viewer
Px Configuration
Windchill Service Information Manager Configuration
Information Structure and Publication Structure Root Attributes
Building a Relationship Between a Product Hierarchy and an Information or Publication Structure Root
Configuring Navigation Criteria
Configuring Publishing Rules
Configuring Notifications
Publishing New Subtypes and Attributes to Servigistics InService
Configuring Automation
Configuring Automated Publishing
Scheduling a Job
Object Tracking Utility
Configuring Automated Transformation, Automation, and Loading
Feature Support Configurations
Publishing Part List Illustrations
Publishing Alternate Parts
TAL Configuration
Configuring the Task Manager
Accessing Task Manager
Task Manager Settings
Configuring Content Sharing
Configuring the BOM Filtration Builder
Configuring Identity Management (IMAN)
Configuring Notifications
Configuring Organization Name Mapping
Configuring Equivalence Mapping (Information Types)
Configuring the Source Name in IMAN
Configuring Priority in IMAN
Configuring New MIME Types
Configuring Part Relationships
Running PxTAL
Bundle and Data Types Support
Px Bundle Support
Supported Data Types
Initiating a Full Bundle Publish
Initiating an Incremental Bundle Publish
Loading Multilingual Data
TAL Prerequisites
TAL a Bundle
TAL a Non-Product Bundle
TAL a Prime/Captive Relationship Bundle
TAL a Synonym Bundle
TAL a Part-to-Part Relationship Bundle
TAL a Bill of Material (BOM) Bundle
TAL a Group Effectivity Bundle
TAL a SAP Bundle
TAL Cleanup Prior to Loading a Full Re-Published Bundle
Using the CSV Loading Tool
CSV Loading Tool Configuration and Data Loading
CSV Bundle and Data Types Support
CSV Input Data
CSV File Format
Deploying Offline Packages
Additional Information
Authoring Best Practices
TAL Overview
Transform Aggregration and Load (TAL) Components
Assets Definitions
Configuration Files
TAL Flows
Transform Specific Stylesheets
The TAL Process
TAL Process Internal Details
Working with the Transform Registry
Bundle Locking
Handling Part Orphan Status
Temporary Logs
Part Relations
TAL Task Manager Overview
Configuration Tasks
Publication Tasks
Initial Load Tasks
Multi-Site Load Tasks
Transform and Load Tasks
Bundle Deletion and Archiving Task
TAL Frequently Asked Questions
TAL Troubleshooting
Troubleshooting Approach
Troubleshooting SIM/SP Publishing
Troubleshooting Servigistics InService
TAL Customization
Adding an Attribute to the Serial Number Auto Suggestion
Adding a New Search Result Field
Adding a New Search Field
Disabling Search on Specifed Objects
Updating the Default Transformation Process
Updating the View Stylesheet
Adding Custom Attributes
Changing the Sorting During Navigation
Customizing PH Automatic Applicability
Customizing PVZ Illustration Filtering
Adding Languages
Adding Localized Strings for Labels in IE XML
Adding Debug Points in Transform Stylesheets
Adding Filtering Information to Part Relationships
Adding Thumbnail Images for IE Objects
Converting CGM Images to SVG
Customizing Access Options
Adding a New Object Type
Step One: Add New Assets
Step Two: Transformation Updates
Step Three: Add the New Type for Task Manager User Interface Updates
Servigistics InService Administration
Preferences
Profiles
Service Groups
Users
Attributes
Understanding Enterprise Attributes
Download Center
System Utilities
Reports
Server Status
Viewing and Sending Server Information
Understanding Server Status Threshold Values
Using the Monitoring Tools
Using the Performance Feedback Settings Page
Using the Log File Viewer Page
Info*Engine Administration
Performing Info*Engine Administration Activities
Using the Property Administration Utility
Logging on to the Property Administration Utility
Operating the Property Administration Utility
Filling in Forms and Using Form Buttons
Accessing Help
Creating LDAP Entries
Adapter Entry Example
Using the Form Editor
Adding Properties to an Existing Form
Editing Existing LDAP Entries
Using Task Delegate Administration
Accessing the Task Delegate Administration Utility
Delegate Components
Delegates
Repositories and Repository Types
Type Identifier
Schema
Managing Logging
Info*Engine Administration Utility
Property Administrator Main Page
Property Administrator Actions
Log On Credentials
Common LDAP Entry Properties
Services and Adapters
Info*Engine Server
Info*Engine Servlets
Naming Service
Task Processor
Gateways
Windchill Adapter LDAP Entry
Windchill Adapter Properties
JNDI Adapter LDAP Entry
JNDI Adapter Properties
Task Delegate Administration
Logging On and Off
Managing Delegates
Creating a Delegate
Finding Delegates
Updating a Delegate
Deleting a Delegate
Importing Delegates
Exporting Delegates
Managing Repository Types
Creating a Repository Type
Updating a Repository Type
Deleting a Repository Type
Managing Repositories
Creating a Repository
Updating a Repository
Deleting a Repository
Managing Schemas
Creating a Simple Schema
Creating a Complex Schema
Managing Simple Schemas
Managing Complex Schemas
Managing Ranges
Adding a Range
Adding Additional Ranges
Deleting a Range
Managing Enumerated Values
Adding One Enumerated Value
Adding Multiple Enumerated Values
Updating an Enumerated Value
Deleting an Enumerated Value
Managing Attributes
Adding an Attribute
Updating an Attribute
Deleting an Attribute
Managing Type Identifiers
Creating a Type Identifier
Updating a Type Identifier
Deleting a Type Identifier
Using the PTC System Monitor
Service Group Administration
Preferences (Service Group Administration)
Profiles (Service Group Administration)
Service Groups (Service Group Administration)
Users (Service Group Administration)
Servigistics InService Upgrade
Update Servigistics InService 6.4 to Servigistics InService 6.5
Pre-Update Actions
Running the Update Installer
Before Running System Upgrade Engine Utility
Run System Upgrade Engine utility
Post Update Steps
Start all Servers
Re-Load Default Tasks
Add New Task — Run Migration Task
Run Migration Tasks
Run the RefreshAssetsInPM Task
Run the Deploy Collection or Deploy Assets Task
Add new task – Upgrade IMAN Records
Run Upgrade IMAN Records Task
Run SCUpdateUtility to upgrade the data in Site
Servigistics InService Customization
Customizing the Servigistics InService User Interface
Customizing UI Layout and Attribute Templates
Customizing UI Visual Styles and Icons
Customizing Text in the User Interface
Homepage Framework
Adding OOTB Default Sections
Adding a New Section
Adding a Controller to the New Section
Styling Homepage Sections
Customizing Home Page Sections
Adding a new Custom Section to the Home Page
Reuse Default Sections
Update an Existing Default Section
Set Copyright Footer
Creating External Links
Adding External Links
Localization
Customizing Feedback Processing
Documents Tab Customization
Displaying Custom Attributes on the Part Information Tab
Modifying the Title Structure of Parts and PartsList
Customizing Parts List Indent
Third Party Scalable Vector Graphics
Customizing the Login Page for InService
Login Page Customization for InService
Configuring Authentication in Servigistics InService
Configuring Login Page Authentication
Configuring Alternative Authentication in Servigistics InService
Form-based Authentication
Servigistics InService Configuration Steps
Web Server Configuration Update to Remove Constraints
Configure Custom Authentication Filter
Servigistics InService Property Changes
Guidelines for Disconnected Password Customizations
Customizing Administration Utilities
Customizing Information Elements for the Profiles Utility
Customizing System Integrations
AngularJS Changes in Servigistics InService 6.3
Creating Custom Delegates on the Server
Adding Custom JavaScript Files
Pricing and Availability System Integration
Shopping Parameters Customization
Defining the Shopping Parameters
Using the Shopping Parameters
Shopping Parameters REST End Point
Setting and Displaying Shopping Parameters in the UI
Writing a Custom import/export Delegate for cart and cartItem
Order System Integration
About the xconfmanager Utility
About the windchill shell
Enabling the Performance Advisor
Customizing Languages and Locales
Customizing the Servigistics InService Product Language
JSON Resource Bundles
Format of the JSON Resource Bundle
Examples of JSON Resource Bundles
Java Resource Bundles
Comments
Variables
Compiling Java Resource Bundles
Format of the Resource File
rbInfo Resource Bundles
Header
Entries
Comments
Compiling rbInfo Files
Customization Of Languages in Servigistics InService
Adding Languages
Adding a New Language to the Language Menu in the Global Actions Area
Adding a New Language in the Document Content Action Menu
Customizing the Disconnected System Installer for Language Deployment
Configuring the Installer for Language Deployment
Creating a Customized Disconnected Installer for Deploying Languages
Creating a Customized Deployment jar for Disconnected Installer
Customization of Disconnected Installer to Deploy the Language Package
Example Script to Deploy Language Customization
Mapping Locale Variants to Existing Locales
Removing Languages
Localizing XLIFFs
Additional Collection Label Support
Customizing Printing
Book Print Stylesheets
Image Formats
PDF Content
PDF Bookmarks
IE XML Localization
Font Configuration
FontSetup.xml Examples
Search Customization
Search Customization
Implementing Search Customization
Search Criteria Configuration
SearchQueryParams
SearchTypeParams
SearchSelectParams
SearchSortOrderParams
SearchCriteriaFormatter
Facet Configuration
Client Side Customization
Base Workflow
Sample Controls
InService Development Environment
Managing Customized Files for Windchill Services
Directory Structure Diagram for Customized Files and Text Tailoring
Safe Area Directory Structure
PTC Script for Working with Customized Files
Using the Safe Area Directory Structure When Customizing Files
Using the Safe Area Directory Structure When Installing InService
Property Files
Property Overview
wt.properties file
service.properties file
tools.properties file
user.properties file
db.properties file
E3C Files Overview
Config Directory
log Directory
SW Directory
Customizing E3C files
3C.properties
standalone-full.xml
Servigistics InService Development
InService Web API
enunciate
PublicJavadoc
Core
ServiceCommon
About the Servigistics InService Help Center
Using the Help Center
Using Search
Index
Servigistics InService 6.5 Administration Help Center
Using Search