Servigistics InService 7.1 Administration Help Center
Getting Started with Servigistics InService
The Servigistics InService Deployment Process
Terminology
Servigistics InService Deployment
Architecture Overview
Multi-Tier Architecture
Core Components
Additional Components
Planning Your Deployment
Assumptions and Prerequisites
Database Requirements
Servigistics InService Requirements for the Oracle Database
Servigistics InService Requirements for the SQL Database
Communication Protocols
Supported Clients and Platforms
Configuration Options
Monolithic
Split Configuration
Deploying in a Clustered Environment
Multi-Site Configuration
Updating Servigistics InService Environment Configuration after Initial Setup
Using a Single Windchill Directory Server for Publisher and Viewer
Using the Servigistics InService Installer
Selecting the Installation Type
Selecting Your Products
Production Systems and Configuring Your Environment and Information Exchange Settings
Entering Notification and Exchange Information Details
Entering Your Database Information
Choosing the Platform Components
Entering Dynamic Data (MongoDB) Database Information
Entering Your LDAP Settings
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
Updating the Default Servigistics InService Administrator Credentials
Setup Flows
Installing a Stand Alone License Server
Troubleshooting
Using the Servigistics InService Deployment Configurator Utility
Editing Properties of the Configurator Entities
Deployment Options: On-Premises Versus Cloud Services
Publishing and Delivery
Load Balancing
Security
Virtualization
Configuring SSL for the Web Application Server
Redirecting All HTTP Requests to HTTPS
Best Practices for Securing Your Servigistics InService Solution
Starting the Windchill Directory Server
Launching Servigistics InService
Advanced Configurations
Advanced Configuration Options
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
Book Printing URL Configuration
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
Generating Core Dumps from Code
Troubleshooting
Servigistics InService Publishing and Loading
Using Publishing and Loading
Introducing Servigistics InService Publishing and Loading
Introduction
Terminology
Servigistics InService Environment Configuration
Software Prerequisites
Configuring the Method to Send Files Between the Publisher and Viewer
Px Configuration
TAL Configuration
Defining Your Segmentation Approach
Configuring the Task Manager
Configuring TAL with the Configurator Utility
Configuring Identity Management (IMAN)
Configuring Equivalence Mapping (Information Types)
Configuring New MIME Types
Running PxTAL
Px Bundle Support
Supported Data Types
Initiating a Full Bundle Publish
Initiating an Incremental Bundle Publish
Loading Bundles to Multiple Sites
Loading Multilingual Data
TAL Prerequisites
TAL a Bundle
TAL a Non-Product 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
Loading CSV Data
CSV Loading Tool Configuration and Data Loading
CSV Bundle and Data Types Support
CSV Input Data
CSV File Format
Validating CSV Data
Additional Information
TAL Overview
Transform Aggregation 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
Temporary Logs
Part Relations
Task Manager Overview
Configuration Tasks
Publish Tasks
Transform and Load (TAL) Tasks
Task Manager Services
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 Specified Objects
Updating the Default Transformation Process
Updating the View Stylesheet
Adding Custom Attributes
Adding a New Attribute to the IEXML Type
Changing the Sorting During Navigation
Customizing PH Automatic Applicability
Customizing PVZ Illustration Filtering
Adding Languages
Adding Localized Strings for Labels in IE XML
Mapping Languages During Transform
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
Service Group Administration
Preferences (Service Group Administration)
Profiles (Service Group Administration)
Service Groups (Service Group Administration)
Users (Service Group Administration)
Servigistics InService Upgrade
Updating Servigistics InService to a New Release
Pre-Update Actions
Upgrading Servigistics InService to 7.1 Release
Upgrading from Servigistics InService to 7.1 — Troubleshooting
Upgrading Servigistics InService in a High—Availability Environment
Upgrading from Servigistics InService 7.1 to 7.x Release — Monolithic
Upgrading from Servigistics InService 7.1 to 7.x Release — Multiviewer
Windchill Classes used in Servigistics InService
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
Customizing Existing Functionality
Displaying Custom Attributes on the Part Information Tab
Displaying Custom Attributes on Parts List and Part Information Pages
Displaying Custom Attributes for Service Groups by Using a Controller File
Displaying a Tab on the Part Information and Parts List Page
Modifying the Default Display Format of Part Titles on the Parts List Page
Customizing Parts List Indent
Enabling Hotspots in Third-Party Scalable Vector Graphics
Property Setting for SVG Files Examples
Configuring the Callout-Compatibility for SVG Files
How to Support Hotspots
Configuring Callout Highlighting
Configuring the Callout Highlighting for SVG Files
Configuring Custom Menu Options in the Hamburger Menu
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
Configuring Servigistics InService for a Form-Based Authentication
Customizing the Authorization Filter for SSO in Servigistics InService
Guidelines for Disconnected Password Customizations
Customizing Administration Utilities
Customizing Information Elements for the Profiles Utility
Customizing System Integrations
AngularJS Changes in Servigistics InService
Creating Custom Delegates on the Server
Adding Custom JavaScript Files
Using Soft Attributes
Soft Attributes for Carts
Soft Attributes for Orders
Soft Attributes for Shopping Parameters
Validating Cart Items
Example Code for Validating Cart Items
Hiding Extraneous Columns in the Cart Excel File
Adding an Alternate Part from a Third-Party System
Displaying an Alternate Part
About the xconfmanager Utility
About the Windchill Shell
Embedding Servigistics InService into Cross-Domain Applications
Customizing Shopping Parameters
Pricing and Availability System Integration
Integrating Shopping Parameters with a Third-Party Pricing System
Setting Preferences for Displaying the Pricing and Availability Information
Shopping Parameters Customization
Defining the Shopping Parameters
Using the Shopping Parameters
Shopping Parameters REST End Point
Setting and Displaying Shopping Parameters in the UI
Integrating Servigistics InService with a Third-Party Ordering System
Integrating with a Third-Party Ordering System Based on Shopping Parameters
Customizing Servigistics InService with the Third-Party Ordering System Information
Example Code for Integrating Servigistics InService with an Ordering System
Writing a Custom Import or Export Delegate for Cart and CartItem
Customizing CSV Validations
Configuring Custom Validations for CSV Files
Adding a Custom Validation for CSV Files
Default Validations for CSV Files
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
The Servigistics InService Book Print
Book Print Stylesheets
Image Formats
PDF Bookmarks
IE XML Localization
Customizing Book Print
XSLT Parameters
PDF Content
XML Catalog
Default Font Configuration
FontSetup.xml
Font Configuration
FontSetup.xml Examples
Programmatic Customization – the BookPrint Delegate
Configuring and Compiling the BookPrint Delegate
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
Deploying Customizations Using the Configuration File
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
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
Servigistics InService 7.1 Administration Help Center
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