Agile Product Lifecycle Management - Oracle

[Pages:483]Agile Product Lifecycle Management

Getting Started with Agile PLM User Guide

9.2.2.2

Part No. B32308-01 February 2008

Getting Started with Agile PLM User Guide

Copyright and Trademarks

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CONTENTS

Copyright and Trademarks................................................................................................................... ii Introduction ...................................................................................................................... 1 What's in this Manual ...........................................................................................................................1

This Agile Manual Precedes the Solution Manuals ............................................................................................................1 Overview of the Agile PLM Suite..........................................................................................................2 What's New for the User Experience in Agile PLM 9.2.2 .....................................................................3

Java Client and Web Client User Interfaces.......................................................................................................................3 Navigating in Agile Java Client ......................................................................................... 5 Logging In and Out of Java Client ........................................................................................................5 Java Client Windows, Menus, and Toolbars ........................................................................................7

Java Client Menus..............................................................................................................................................................7 Agile Scan Utility.................................................................................................................................................................7 Java Client Toolbars...........................................................................................................................................................7 Windows Bar ......................................................................................................................................................................9 Hiding and Showing the Navigation Pane ..........................................................................................................................9 Java Client Tables ..............................................................................................................................10 Sort Order in Tables .........................................................................................................................................................10 Selecting Rows in Tables .................................................................................................................................................10 Using the Inbox...................................................................................................................................11 Notifications ...................................................................................................................................................................... 11 Workflow Routings............................................................................................................................................................12 Using Bookmarks and the Recently Visited List.................................................................................12 Bookmarking ....................................................................................................................................................................13 Removing Bookmarks ......................................................................................................................................................14 Renaming Bookmarks ......................................................................................................................................................14 Recently Visited List .........................................................................................................................................................14 Changing Your User Settings.............................................................................................................14 Changing Your User Profile..............................................................................................................................................14 Changing Your Password.................................................................................................................................................15 Working with Escalations..................................................................................................................................................16 Creating Personal Criteria ................................................................................................................................................16 Editing Personal Criteria...................................................................................................................................................18

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Address Book in Java Client ..............................................................................................................18 Overview of the Address Book .........................................................................................................................................18 Selecting Users and User Groups from the Address Book ..............................................................................................19

User Groups .......................................................................................................................................20 Creating User Groups.......................................................................................................................................................20 Completing or Editing User Groups..................................................................................................................................21 Deleting Personal User Groups........................................................................................................................................22

Creating Supplier Groups...................................................................................................................22

Navigating in Agile Web Client ....................................................................................... 23

Introducing Web Client .......................................................................................................................23 Logging In to Web Client ..................................................................................................................................................23 Choosing Your Preferred Start Page................................................................................................................................24 Logging Out of Web Client ...............................................................................................................................................25 Bookmarking Web Client in Your Browser .......................................................................................................................25 Web Client Tables ............................................................................................................................................................25 Web Client Tab Content Indicator Icons...........................................................................................................................27 Using Online Help.............................................................................................................................................................29

Main Toolbar.......................................................................................................................................29 Web Client Session Timeouts ..........................................................................................................................................31

Navigation Pane Toolbar....................................................................................................................31 Showing and Hiding the Navigation Pane ........................................................................................................................32 Search Folders .................................................................................................................................................................32 Shortcuts ..........................................................................................................................................................................32 Analytics and Reports Folders .........................................................................................................................................33 Using the Wizard Process Flow Diagrams .......................................................................................................................33

Changing Your User Settings.............................................................................................................33 Changing Your User Profile..............................................................................................................................................35 Changing Your Password.................................................................................................................................................36 Viewing Signoff Authority Transfers .................................................................................................................................36

Exploring the Home Page ..................................................................................................................37 Quick Links.......................................................................................................................................................................37 Home Page Inbox Tabs....................................................................................................................................................37 Viewing the Home Page...................................................................................................................................................38 Notifications ...................................................................................................................................................................... 38 Workflow Routings............................................................................................................................................................39 My Assignments ...............................................................................................................................................................40

Using and Organizing Bookmarks......................................................................................................48 Bookmarking ....................................................................................................................................................................48 Organizing Bookmarks .....................................................................................................................................................49

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Using Folders to Organize Bookmarks.............................................................................................................................50 Using the Recently Visited List...........................................................................................................52 User Groups and the Address Book in Web Client ............................................................................52

Selecting Users from the Address Book...........................................................................................................................53 Using the Details and Save As Group Buttons.................................................................................................................54 Creating Personal User Groups .......................................................................................................................................54 Editing Personal User Groups..........................................................................................................................................54 Deleting Personal User Groups........................................................................................................................................55 Creating Personal Supplier Groups..................................................................................................................................55 User Properties Defined .....................................................................................................................56

Concepts and Terms in Agile PLM Solutions ................................................................... 61 Introducing Agile Objects ...................................................................................................................61

How Objects Appear ........................................................................................................................................................61 Agile Object Types ...........................................................................................................................................................63 Installed Agile Classes, Base Classes, and Subclasses ...................................................................64 Discovery and Read Privileges.........................................................................................................................................68 Routable and Non-Routable Objects................................................................................................................................68 Other Important Concepts in Agile .....................................................................................................69 Login Security and Passwords .........................................................................................................................................69 Object Subscriptions, Relationships, and Sharing............................................................................................................70 File Folder Objects and Attachment Files.........................................................................................................................70 Searching for Data ...........................................................................................................................................................71 Agile Packages.................................................................................................................................................................71 Exporting Data..................................................................................................................................................................72 Product Collaboration Process...........................................................................................................72 Bills of Material .................................................................................................................................................................72 Approved Manufacturer Lists............................................................................................................................................72 Change Control Process ..................................................................................................................................................72 Product Portfolio Management Process.............................................................................................75 Common Terms in PPM ...................................................................................................................................................76 Product Quality Tracking Process ......................................................................................................76 Common Terms in PQM...................................................................................................................................................77 Product Cost Management Process...................................................................................................78 Common Terms in PCM...................................................................................................................................................78 Product Governance and Compliance Process .................................................................................78 Common Terms in PG&C................................................................................................................................................79

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Working with Business Objects ...................................................................................... 81

Interacting with Agile Objects: Actions and Tabs ...............................................................................81 Actions Menu....................................................................................................................................................................81 Object Tabs ......................................................................................................................................................................83

Creating Objects.................................................................................................................................88 Creating Objects in Java Client Using the New Command ..............................................................................................89 Creating Objects in Web Client Using the Create Command...........................................................................................89 Add Files by Search Options............................................................................................................................................90 Creating an Object Using Save As...................................................................................................................................91

Direct Addition of Objects to BOM, AML, and AI Tables....................................................................92 Item Addition Rules ..........................................................................................................................................................93

Modifying Date and Time Fields.........................................................................................................93 Using the Calendar to Modify Date Fields in Java Client .................................................................................................93 Using the Calendar to Modify Date Fields in Web Client..................................................................................................94 Manually Modifying Date and Time Fields........................................................................................................................94

Printing Object Tabs ...........................................................................................................................95 Emailing Objects.................................................................................................................................96 Quick Access to Objects and Files.....................................................................................................96

Agile-Generated Quick Access Object URLs ...................................................................................................................97 Formats for User-Generated Smart Object URLs ............................................................................................................97 Using Quick Access Object URLs ....................................................................................................................................98 Discussion Objects .............................................................................................................................98 Creating and Viewing Discussions ...................................................................................................................................99 Adding To and Editing Discussions..................................................................................................................................99 Sharing Objects with Other Users ......................................................................................................99 Subscribing to Objects .................................................................................................................... 101 Subscribing to an Item or Price Revision........................................................................................................................101 Subscription in Product Portfolio Management ..............................................................................................................102 Relationships and Dependencies Between Objects ....................................................................... 103 What are Relationships? ................................................................................................................................................103 Relationships Tab............................................................................................................................ 104 Relationships Tab Views ................................................................................................................................................104 Relationship Tab Actions in Java Client .........................................................................................................................104 Relationship Tab Actions in Web Client .........................................................................................................................105 Relationships Tab Preview Pane in Web Client .............................................................................................................106 Using the Table Filter .....................................................................................................................................................107 Adding Relationships to Objects ....................................................................................................................................107 Editing the Relationships Table......................................................................................................................................108 Removing Relationships.................................................................................................................................................109 What is a Relationship Rule? .........................................................................................................................................109

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Relationship Rule Guidelines .........................................................................................................................................110 Adding a Rule to a Relationship .....................................................................................................................................111 Editing a Relationship Rule ............................................................................................................................................111 Removing a Relationship Rule .......................................................................................................................................112 Relationships in PQM.....................................................................................................................................................112 Deleting Agile Objects ..................................................................................................................... 113 Working with Agile Reports .......................................................................................... 117 About Reports.................................................................................................................................. 117 Types of Reports ...........................................................................................................................................................117 How Your Roles and Privileges Affect Reports ..............................................................................................................118 General Info Tab.............................................................................................................................. 119 Layout Tab....................................................................................................................................... 120 Creating Standard Report Layouts.................................................................................................................................121 About Standard Report Layouts with Multiple Headers..................................................................................................121 Creating the Standard Layout ........................................................................................................................................122 Creating Custom Report Layouts ...................................................................................................................................123 Editing Standard Report Layouts ...................................................................................................................................123 Editing Custom Report Layouts......................................................................................................................................124 Deleting Report Layouts.................................................................................................................................................124 Schedule Tab .................................................................................................................................. 125 Historical Report Tab....................................................................................................................... 126 History Tab ...................................................................................................................................... 127 Working with Standard Reports....................................................................................................... 127 Accessing Standard Reports..........................................................................................................................................127 Working with Custom Reports......................................................................................................... 128 Creating a Custom Report..............................................................................................................................................129 Creating a New Query....................................................................................................................................................129 Conditions to Edit and Save a Query .............................................................................................................................130 Using a Saved Search....................................................................................................................................................131 Executing Custom Reports.............................................................................................................................................131 Deleting and Undeleting Custom Reports ......................................................................................................................131 Working with External Reports ........................................................................................................ 132 Creating an External Report...........................................................................................................................................132 Executing an External Report.........................................................................................................................................133 The Report Output Window............................................................................................................. 133

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Finding Agile Data with Searches ................................................................................. 135

Overview of Search Tools ............................................................................................................... 135 Types of Searches..........................................................................................................................................................135 Search Results ...............................................................................................................................................................136

Saved Searches .............................................................................................................................. 138 Predefined System Searches.........................................................................................................................................138 Running a Saved Search ...............................................................................................................................................139 Running Saved "Prompt at Runtime" Searches .............................................................................................................140

Quick Searches ............................................................................................................................... 140 Quick Search Overview..................................................................................................................................................140 Java Client Quick Search ...............................................................................................................................................142 Web Client Quick Search ...............................................................................................................................................144

Quick Searches and Wildcard Characters ...................................................................................... 145 Using Wildcard Characters.............................................................................................................................................145

Full Text Search for Content in Attachment Files............................................................................ 147 Using Quick Search to Find Attachment File Content ....................................................................................................147 Using Attachment Content Advanced Search Capabilities.............................................................................................148

Pre-configured Parametric Searches .............................................................................................. 149 Parametric Search Window............................................................................................................................................150

Saving a Search .............................................................................................................................. 153 Saving a Parametric Search as an Advanced Search....................................................................................................154

Using Save As to Save a Search .................................................................................................... 155 Advanced Searches ........................................................................................................................ 156

Overview of Advanced Searches ...................................................................................................................................157 Basic Process to Create an Advanced Search...............................................................................................................158 Some Caveats about Advanced Searches.....................................................................................................................158 Creating an Advanced Search in Java Client.................................................................................................................159 Creating an Advanced Search in Web Client .................................................................................................................162 Selecting Search Operators ...........................................................................................................................................165 Using And/Or Values in Advanced Searches.................................................................................................................168 Using Parentheses in Search Definitions .......................................................................................................................169 Where-Used Searches for Items ..................................................................................................... 170 Searching on Rev-Specific Values .................................................................................................................................171 Where-Used Search Types ............................................................................................................................................171 Where-Used Set Operators............................................................................................................................................174 Creating a Where-Used Search in Java Client...............................................................................................................176 Creating a Where-Used Search in Web Client...............................................................................................................178 Where-used Searches for File Folders ........................................................................................... 180 Relationship Searches .................................................................................................................... 180 Searching for Users and User Groups ............................................................................................ 182

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