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Q-PLM Dispatcher Configuration
(Q-PLM_Dsp.xml)
Configuration Guide
ENOVIA SmarTeam Configuration
Release 5.4.0
2016-04-14
Markings in this document
CAUTION marks important information. If you ignore such information, you risk a loss of data or
other undesirable consequences.
NOTE marks important information, e. g. dependencies of a function or requirements thereof.
INFO marks additional information.
TIP marks information for the practical use of the software.
This symbol marks step-by-step instructions.
Copyright 2000–2016 Dassault Systèmes
CATIA, ENOVIA, Q-Checker are registered trademarks of Dassault Systèmes or its
subsidiaries in the US and/or other countries.
CONTENTS
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Contents
1 General introduction 4
2 XML Editing with Xerlin 8
3 Quick Start for Standard Installation 10
3.1 Q-PLM SmarTeam with SMDemo.............................................................................................10
4 <Globals> node 12
4.1 <GlobalString> sub node ..........................................................................................................12
4.2 <GlobalPath> sub node ............................................................................................................13
4.3 <GlobalMap> sub node .............................................................................................................15
4.4 Protocol Directory ......................................................................................................................16
5 PLMSystem SmarTeam 18
5.1 General setting nodes ...............................................................................................................18
5.1.1 <Attributes> General .....................................................................................................18
5.1.1.1 <Parameter> TmpDir .....................................................................................18
5.2 Action settings ...........................................................................................................................18
5.2.1 <Attributes> ActionExtentions .......................................................................................18
5.3 PDM/PLM system settings ........................................................................................................20
5.3.1 <Attributes> ClassName ...............................................................................................20
5.3.2 <Attributes> AttributeName ..........................................................................................21
5.4 Copy CATIA files out of PDM/PLM database ...........................................................................22
5.4.1 <Attributes> CopyOut ...................................................................................................22
5.4.1.1 <copydir> nodes ............................................................................................22
5.4.1.2 Further CopyOut settings ..............................................................................23
5.5 Dialog settings ...........................................................................................................................24
5.5.1 <Attribute> MessageBox ..............................................................................................24
5.5.2 <Attribute> NoResultMsgIntAttr ....................................................................................25
5.6 <Attributes> Report ...................................................................................................................26
5.7 PDM/PLM attribute value settings .............................................................................................27
5.7.1 <Attributes> EmptyQCTabActions ................................................................................27
5.7.1.1 <Action> nodes definition ..............................................................................28
5.7.1.2 Unlink report ..................................................................................................28
5.7.2 <Attributes> EmptyQCTabAttrValues ...........................................................................28
5.7.3 <Attributes> CheckTimeStamp .....................................................................................29
5.8 PLM/PDM attribute conversion and mapping ...........................................................................31
5.8.1 <Attributes> LookupAttrReplExclude ............................................................................31
5.8.2 <Attributes> LookupTNPrj ............................................................................................32
5.8.3 <Attributes> LookupTNDoc ..........................................................................................32
5.8.4 <Attributes> TypeConvert .............................................................................................32
5.8.5 <Attributes> UserIdMapDoc .........................................................................................33
CONTENTS
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5.9 Check stage and query settings ................................................................................................35
5.9.1 <Attributes> ManualCheck ...........................................................................................35
5.9.2 <Attributes> CheckinCheck ..........................................................................................36
5.9.3 <Attributes> JobCheck..................................................................................................37
5.9.4 <Attributes> AddJobWhereQuery .................................................................................37
5.10 Login and authorization settings ...............................................................................................39
5.10.1 <Attributes> CheckAuthorization ..................................................................................39
5.10.2 <Attributes> InvokeScripts ............................................................................................40
5.10.3 Password crypt program ...............................................................................................41
5.11 Maturity change, lifecycle operation and workflow settings ......................................................41
5.11.1 <Attributes> AdminRelease ..........................................................................................41
5.11.2 <Attributes> WorkFlow..................................................................................................42
5.12 Batch attributes settings ............................................................................................................44
5.12.1 <Attributes> BatAttrsDoc ..............................................................................................44
5.12.2 <Attributes> BatAttrsPrj ................................................................................................44
5.12.3 <Attributes> BatAttrsCN................................................................................................44
6 <QCheckerPLM> nodes 45
6.1 NativeLibs ..................................................................................................................................45
6.1.1 License type ..................................................................................................................45
6.1.2 <Opsys> node ...............................................................................................................46
6.1.2.1 <NativeLib> nodes.........................................................................................47
6.2 <ProfileData> nodes .................................................................................................................48
6.2.1 CATIA Q-Checker default sub node .............................................................................48
6.2.2 Result judging and validation ........................................................................................49
6.2.2.1 <ResultJudge>/<OKAssessments> node .....................................................49
6.2.2.2 <ResultJudge>/<OKReturnCodes> node .....................................................50
6.2.2.3 <Validate>/<ValidDatas> node ......................................................................50
6.2.2.4 <ResultJudge>/<ResultFile> and <Validate>/<ResultFile> node .................52
6.3 Actions .......................................................................................................................................54
6.3.1 General .........................................................................................................................54
6.3.2 Attributes for ProfileData and Q-Checker Profile ..........................................................55
6.3.3 Condition Attribute ........................................................................................................56
6.3.4 Vault Attribute ...............................................................................................................56
6.3.5 Attaching Q-CHECKER Report .......................................................................................57
6.3.6 Defining Result Attributes .............................................................................................57
6.3.6.1 Standard attribute definition ..........................................................................57
6.3.6.2 Date / time attribute definition ........................................................................58
6.3.7 Defining Q-CHECKER Report File Names ......................................................................60
6.3.8 Enable Q-CHECKER model save ....................................................................................61
6.3.9 Show Message Boxes ..................................................................................................62
GENERAL INTRODUCTION
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1 General introduction
Q-PLM_Dsp.xml is the configuration file for the Q-PLM products.
ATTENTION
If paths contain whitespaces, the whole path has to be enclosed in quotation
marks.
In the XML file, the quotation marks must be written in HTML syntax: "
The following examples are for ENOVIA V6 with CATIA V6. But they are similar to the other
ENOVIA and CATIA versions. This chapter should only give an overview. The specific nodes
and settings for the ENOVIA and CATIA version are described in the other chapters of this
document.
The root node of the Q-PLM_Dsp.xml is <TranscatPLM>. This node contains three main
XML nodes:
<Globals>: global settings
<PLMSystems>: PLM-system-specific settings
<QCheckerPLM>: Settings for check execution
Globals: global settings
These settings can be used in most of the other XML nodes.
GENERAL INTRODUCTION
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Example of global settings for ENOVIA V6 with CATIA V6:
Fig. 1: <Globals> node
PLMSystems: PLM system-specific settings
The sub node <PLMSystem> contains the special settings for the PDM systems or DX. This
node contains different entries for the different PLM systems. The name of the node is the
name of the system.
GENERAL INTRODUCTION
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Example of PLM Settings for ENOVIA V6 with CATIA V6:
Fig. 2: <PLMSystem> node for ENOVIA V6
GENERAL INTRODUCTION
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QCheckerPLM: Settings for check execution
ProfileDatas: Settings for check execution used be QCheckerPLM node.
This node defines CATIA / Q-CHECKER definition and execution, result judging, attribute
settings, Q-CHECKER report attachment, …
Example of QCheckerPLM and ProfileDatas for CATIA V6:
Fig. 3: <QCheckerPLM> node
Please refer to refer to the following documentation for more information about the
Q-PLM_Dsp.xml:
Q-PLM_XML-DspReference_5.x.x.pdf
XML EDITING WITH XERLIN
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2 XML Editing with Xerlin
We suggest editing the XML file with Xerlin 1.3. This is an Open Source tool which can be
downloaded from:
http://www.xerlin.org/
XERLIN takes care of the DTD definitions. It allows to add only sub nodes, which are available
for the parent node. Only the defined number of sub nodes can be added. Only attributes,
which are defined in the node, are displayed. In case that it is not allowed to leave a node or
attribute empty, an error message will be displayed. If nodes collide with the DTD definition,
they are displayed in a different colour. XERLIN helps to avoid failures and corrupt XML files.
However, note that XERLIN validates only the structure, but does not check if the content and
values are suitable.
Example of the use of Xerlin for the <OKAssessments> node:
<TranscatPLM>/<QCheckerPLM>/<ProfileDatas>/<ProfileData name=”DEFAULTV5”>
Steps:
Example, using XERLIN:
(1) In Xerlin, open the QCheckerDsp.xml file (File > Open f i le)
(2) Select the <OKAssessments> node:
<TranscatPLM>/<QCheckerPLM>/<ProfileDatas>/<ProfileData name="DEFAULTV5">/
<ResultJudge>/<OKAssessments>
(3) Right-click the node and
select
"Add" > "OKAssessment".
XML EDITING WITH XERLIN
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A new <OKAssessment> sub node has been added.
Fig. 4: <OKAssessment> node created
(4) Enter the name value.
Fig. 5: Enter the <OKAssessment> value
QUICK START FOR STANDARD INSTALLATION
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3 Quick Start for Standard Installation
3.1 Q-PLM SmarTeam with SMDemo
Standard installation:
SmarTeam client and all other modules are installed only on Windows platform.
The execution of all the SmarTeam integration modules (Q-PLM Dispatcher, Q-Checker
V5) is on the Windows machine where the PDM client is running.
Only Catia V5 CATParts / CATDrawings / CATProducts can be checked (and no Catia V4
model).
SmarTeam class names are not customized (names of the demo database).
Q-Checker is launched in "waitfor” mode. The SmarTeam integration will wait until the
Q-Checker run is finished.
Only one Q-Checker profile can be used.
Quick start for standard installation
(1) Open the Xerlin XML editor.
(2) Choose the node <TranscatPLM>/<Globals>.
(3) Customize the following nodes:
CATEnv Name of the CATIA V5 environment
CATEnvDir Path to the CATIA V5 environment, this environment must
contain the settings for Q-Checker.
TmpDir Path for temporary files (standard: installation directory,
subdirectory tmp)
DspJar Path and name of the QCheckerDSP.5.x.jar file
(installation directory, subdirectory bin)
CATStartV5 Path and name of CATIA V5 CATSTART.exe
(4) Select the default profile data node for CATIA V5 checks:
<TranscatPLM>/<QCheckerPLM>/<ProfileDatas>/<ProfileData name="DEFAULTV5">
(5) Customize the following nodes according to your Q-Checker profile:
QUICK START FOR STANDARD INSTALLATION
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<ENVIRONMENT> Name of the Q-Checker environment
<PROFILE> NAme of the Q-Checker profile
<ResultJudge>/<OKAssessments> Valid assessments. Any assessments
not defined here are not OK (check
failed).
<ResultJudge>/<OKReturnCodes> Valid return codes. Any return codes not
defined here are not OK (check failed).
<ResultJudge>/<ResultFile> Set the <ResultFileType> subnode
to "QCReport" if you work with
Q-CHECKER 1.14.1 or higher, otherwise
choose "DBReport"
<GLOBALS> NODE
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4 <Globals> node
The global settings are in the <TranscatPLM>/<Globals> node.
Figure 6: <Globals> node (Xerlin editor)
4.1 <GlobalString> sub node
With <GlobalString> sub nodes, a string value can be set for general use, i. e. it can be
used in most of the XML nodes, having a <Global> node.
The <GlobalString> node has 2 attributes:
name: Unique identifier (it must be unique for GlobalString, GlobalPath
and GlobalMap)
value: String value
The <Global> node has only one attribute, which refers to the unique name of the
<GlobalString>:
name: Reference to the unique ID of the global string
<GLOBALS> NODE
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Example, using the <GlobalString> for the CATIA environment name CATEnv
Definition of <GlobalString> CATEnv:
Figure 7: <GlobalString> node (Xerlin editor). In this node, a string value is defined which can be used in <Global> nodes
Usage of <GlobalString>:
Figure 8: <Global> node, in which <GlobalString> is used (Xerlin editor)
4.2 <GlobalPath> sub node
With <GlobalPath> sub nodes, a path can be set for general use, i. e. it can be used in
most of the XML nodes with, having a <Global> node.
If the modules are installed on a mixed system (WINDOWS and UNIX), a <GlobalPath> has
to be used for defining the directories for both systems. Keep attention to the path string do
not end the path with “\” or “/”.
NOTE
The path string must not end with slash “\” or backslash “/”.
<GLOBALS> NODE
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The <GlobalPath> has 3 attributes:
name: Unique identifier (it must be unique for GlobalString and
GlobalPath)
valuewin Path for WINDOWS
valueunix Path for UNIX
The <Global> node has only one attribute that refers to the unique name of the
<GlobalString> or <GlobalPath>:
name Reference to the unique ID of the global string
Example, using the <GlobalPath> for the tmp path
Definition of <GlobalPath> TmpPath:
Figure 9: <GlobalPath> node for TmpDir (Xerlin editor)
With this <TmpDir> node a path value is defined, which can be used in any <Global>
nodes.
Usage of <GlobalPath>
Figure 10: <Global> node, usage in <QCTmpDir> (Xerlin editor)
<GLOBALS> NODE
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This shows the usage of a <GlobalPath> node in the <QCTmpDir> node.
Example, using the <GlobalPath> for the JavaExe
Definition of <GlobalPath> JavaExe:
Figure 11: <GlobalPath> node for JavaExe (Xerlin editor)
This shows the usage of a <GlobalPath> node in the <QCTmpDir> node.
TIP:
We recommend using an UNC path for Windows if possible. This will avoid path
problems on the client computers.
4.3 <GlobalMap> sub node
Some path mappings can not be done by defining a <GlobalPath> (e. g. for the CATIA
models the directories are defined with an <InternalAttr> node as default, not with a
<GlobalPath>). To enable the path mapping for these cases, the <GlobalMap> node
has to be used.
The <GlobalMap> has 2 attributes:
valuewin Path for WINDOWS
valueunix Path for UNIX
Paths for which a global map must be defined:
Directories for CATIA models if they are not defined with a <GlobalPath> node.
Path for the Q-PLM_Dsp.xml in case if the Q-PLM DISPATCHER module is run on UNIX.
Any other directories which are used for both WINDOWS and UNIX systems and which are
not defined by a <GlobalPath>.
The replacement of the string to be replaced is done by scanning this string, beginning with
the first character. If in a <GlobalMap> sub node a matching value is found, the beginning
<GLOBALS> NODE
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of this string is replaced. The slashes of the not replaced part are converted in the platform-
dependent ones. If in the Q-PLM_Dsp.xml file more than one <GlobalMap> sub node is
defined, the order of these <GlobalMap> sub nodes in this file is relevant for the
replacement result (see example below).
Replacement example:
The path to be replaced is: "c:\aaa\bbb\ccc"
(1) <GlobalMap valuewin="c:\aaa\bbb\ccc" valueunix="/aaa/xxx">
(2) <GlobalMap valuewin="c:\aaa\bbb" valueunix="/aaa/yyy">
If in the XML file in top position is the map sub node (1), the replacement result will be as
follows:
/aaa/xxx
If in the XML file in top position is the map sub node (2), the replacement result will be as
follows:
/aaa/yyy/ccc
Example, using the <GlobalMap> sub node for the installation directory
Definition of the <GlobalMap> sub node:
Figure 12: <GlobalMap> node definition (Xerlin editor)
4.4 Protocol Directory
All trace and protocol files are written in the protocol directory. This directory is defined under
<Globals protglobalname="TmpDir"> (Refer to Figure 6: <Globals> node on page
12.)
<GLOBALS> NODE
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The protglobalname attribute must point to a <GlobalPath>. (Refer to section
"<GlobalPath> sub node" on page 13.)
PLMSYSTEM SMARTEAM
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5 PLMSystem SmarTeam
5.1 General setting nodes
5.1.1 <Attributes> General
The general settings are subnodes of
<TranscatPLM>/<PLMSystems>/<PLMSystem name=”SmarTeam”>/
<Attributes name=”General”>
5.1.1.1 <Parameter> TmpDir
The <TmpDir> node defines the directory for temporary files (except protocol and trace files).
For the trace files refer to section 4.4 „Protocol Directory“.
For customizing the temporary directory choose the node:
<TranscatPLM>/<PLMSystems>/<PLMSystem name="SmarTeam">/
<Attributes name=General>/<Parameter name="TmpDir">
NOTE
Other modules of the PLM integration also need access to some of these files.
Modify this value only if it is assured that all the shared files are accessible.
For the standard installation, we advise to use the TmpDir node of the global settings.
5.2 Action settings
5.2.1 <Attributes> ActionExtentions
The action extension settings are under the following subnode:
<TranscatPLM>/<PLMSystems>/<PLMSystem name="SmarTeam">/
<Attributes name="ActionExtentions">
From the different PDM/PLM systems different Actions, depending to the operation type, are
called.
PLMSYSTEM SMARTEAM
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Table 1: Default Action
PLM system Default Action Description
ENOVIA
SmarTeam
Manual SmarTeam interface
CheckIn Check in operation
Release Release operation
DBTrigger Batch job (QCheckerSTJobV5.exe)
WorkFlow SmarTeam work flow
The default name of the different <Action> nodes can be enlarged with a special action
extension.
Table 2: Action extensions
PLM system Action extension Description
ENOVIA
SmarTeam
Based on SmarTeam class names
The relation between to the class names are defined
in the <Attributes> subnodes "ClassName"
PartClassName CATIA V5 part class
ProductClassName CATIA V5 product class
DrawingClassName CATIA V5 drawing class
IntComponentClassName CATIA V5 internal component (product) class
ModelClassName CATIA V4 model class
The <Action> node contains the CATIA start command. There can be a need for a
different command due to the different types to the table above.
Example for ENOVIA SMARTEAM, ActionExtentions="V5" for CATIA Products.
Fig. 13: <Attributes> node with "ActionExtensions”, for SmarTeam and CATIA Products (Xerlin editor)
The name of the result Action for check in is "CheckInV5".
PLMSYSTEM SMARTEAM
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5.3 PDM/PLM system settings
5.3.1 <Attributes> ClassName
The SMARTEAM class names are under the following subnode:
<TranscatPLM>/<PLMSystems>/<PLMSystem name="SmarTeam">/
<Attributes name="ClassName">
For each relevant SMARTEAM class name, there is a "Attribute" subnode. For some
classes multiple definitions can be made, e.g. two classes for parts should be enabled
"CATIA Part " and "CATIA Standard Part". In this case, two "PartClassName "
<Attribute> nodes can be defined.
Table 3: SmarTeam class names
Name Default value Multiple
DrawingClassName CATIA Drawing Yes
DrawingLinkClassName CATIA Downstream Application No
PartClassName CATIA Part Yes
ProductClassName CATIA Product Yes
ModelClassName CATIA Model Yes
IntComponentClassName CATIA internal component No
CatiaClassName General CATIA class No
ProjectClassName Project No
DocsDocsRelClassName Documents Documents Relation No
UsersClassName Users No
ReportClassName Document No
Fig. 14: Xerlin <Attributes> node of "ClassName”
PLMSYSTEM SMARTEAM
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These values have to be modified only if the class names of SMARTEAM do not match the
default ones.
Choose the attribute subnode for the class and adjust the value, but leave the name like it is.
Example:
The class name for "Catia Part" is changed to "Part".
Choose the node <Attribute name="PartClassName">
Change <Attribute value="Catia Part"> to <Attribute value="Part">
5.3.2 <Attributes> AttributeName
The important SMARTEAM attribute names are under the following subnode:
<TranscatPLM>/<PLMSystems>/<PLMSystem name="SmarTeam">/
<Attributes name="AttributeName">
For each relevant SmarTeam class name, there is a "Attribute" subnode.
Table 4: SMARTEAM attribute names
Name Default value Multiple
TdmId TDM_ID No
TdmName TDM_NAME No
TdmComponentName TDM_COMPONENT_NAME No
FileType FILE_TYPE No
FileTypeKey FILE_TYPE_KEY No
Directory DIRECTORY No
CatRefDirectory CAD_REF_DIRECTORY No
FileName FILE_NAME No
CatRefFileName CAD_REF_FILE_NAME No
OperationId OPERATION_ID No
State STATE No
ModificationDate MODIFICATION_DATE No
UserIdMod USER_ID_MOD No
UserEmail USER_EMAIL No
LastName LAST_NAME No
FirstName FIRST_NAME No
UserObjectId USER_OBJECT_ID No
TdmDescription TDM_DESCRIPTION No
Login LOGIN No
These values have to be modified only if the class names of SmarTeam do not match the
default ones. Please look on these XML nodes and modify the class names if it is necessary.
PLMSYSTEM SMARTEAM
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Example:
Previous version of SmarTeam database with CN_ID instead of TDM_ID
Change the Attribute subnode "TdmId":
From <Attribute name="TdmId" value="TDM_ID"
To: <Attribute name="TdmId" value="CN_ID">
5.4 Copy CATIA files out of PDM/PLM database
5.4.1 <Attributes> CopyOut
The copy-out settings are under the following subnode:
<TranscatPLM>/<PLMSystems>/<PLMSystem>/<Attributes name="CopyOut">
The settings for the copy-out operation are needed only in case that the vault attribute is
set to "copy_out”, "copy_out_update” or "new_revision”:
<TranscatPLM>/<QCheckerPLM>/<Actions>/
<Action vault="copy_out">
<Action vault="copy_out_update">
<Action vault="new_release">
(Refer to section 6.3.4 "Vault Attribute”).
5.4.1.1 <copydir> nodes
For the copy out directories any combination of "Discrete” and "Global” nodes can be used.
System environment variables can be used with UNIX and WINDOWS syntax.
In case of SmarTeam the SmarTeam Work Directory of the user can be used by setting the
value of a "Discrete” to @{STWorkDir}.
PLMSYSTEM SMARTEAM
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NOTE
The system environment variables are taken from and resolved on the system
where the PLM Integration is executed. If other modules are executed on other
systems this full re¬solved path is passed to these modules. For this path the
general roles of the shared file system has to be considered.
Table 5: copydir nodes
Subnode name Purpose Details
copydir Defines the general
copy out destination
Parameter name="copydir"
Default value: TmpDir
copydir_v4 Defines the copy out
destination for CATIA
V4 models
Parameter name="copydir_v4"
Default: Node is not set
copydir_v5 Defines the copy out
destination for CATIA
V5 models
Parameter name="copydir_v5"
Default: Node is not set
Order of determining the copy directory:
5.4.1.2 Further CopyOut settings
Subnode name Purpose Details
overwrite Defines if the root part / product / drawing /
model should be overwritten on the
destination file system. The root is the one
that is selected in SmarTeam for
performing the Q-Checker operation.
XML subnode:
<Parameter name="overwrite">
Possible values: YES | NO
Default value: NO
ATTENTION:
If it is set to NO and the model already
exists on the file system the application is
terminated. The models will not be checked
by Q-Checker
drawinglinks Copy out linked CATIA files that are
referenced by CATDrawings.
XML subnode:
<Parameter name="drawinglinks">
Possible values: YES | NO
Default value: NO
copydir_v4 copydir_v5
copydir TmpDir Not defined Dir not found
Not defined Dir not found
PLMSYSTEM SMARTEAM
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Subnode name Purpose Details
productlinks Copy out linked CATIA files that are
referenced by CATProducts
XML subnode:
<Parameter name="productlinks">
Possible values: YES | NO
Default value: NO
overwritelink
Defines if files that are referenced by
CATDrawings or CATProducts are to be
overwritten (according to drawinglinks
and productlinks).
XML subnode:
<Parameter name="productlinks">
Possible values: YES | NO
Default value: NO
NOTE:
If the value for the attribute is set to NO
and the model already exists on the file
system, the file is not overwritten and will
be used.
copyoutlevel Defines the level of parts and
subassemblies which should be copied out
(if productlinks, drawinglinks are enabled).
XML subnode:
<Parameter name="copyoutlevel">
Possible values: 0 – n
0: all parts and subassemblies are copied
out, regardless the level
1: all parts and subassemblies directly
below the assembly root, no parts which
are in subassemblies are copied out
n: defined level of parts and subassemblies
are copied out
Default value: 0
5.5 Dialog settings
5.5.1 <Attribute> MessageBox
All message boxes from the Q-PLM SMARTEAM INTEGRATION can be suppressed.
For customizing the message box behavior choose the node:
<TranscatPLM>/<PLMSystems>/<PLMSystem, name="SmarTeam">/
<Attributes name="MessageBox">
For each module, there is an "Attribute " subnode.
PLMSYSTEM SMARTEAM
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Table 6: SmarTeam Integration, message box behavior
Name Default value Description
QCIntegration true Main Q-PLM SmarTeam Integration module.
QCWorkFlow true Q-PLM SmarTeam Integration module for SmarTeam
Workflow
EmptyQCTab true Q-PLM Module for Clearing Q-Checker Attribute Profile
Card.
ResultMsgType - Type of the result message window. By default this is a
simple message box.
If it is set to the value: TextWindow
a window with a text box appears, this text can be
copied to the windows clip board.
These settings are for the modules which are directly integrated into SMARTEAM
INTEGRATION. For the successive processes this settings have no influence. For suppressing
the message boxes of the successive processes refer to section Fehler! Verweisquelle k
onnte nicht gefunden werden. “Fehler! Verweisquelle konnte nicht gefunden werden.”.
5.5.2 <Attribute> NoResultMsgIntAttr
The message boxes from the Q-PLM SMARTEAM INTEGRATION can be suppressed due to
Q-PLM internal attributes.
For customizing the message box behavior choose the node:
<TranscatPLM>/<PLMSystems>/<PLMSystem name="SmarTeam">/
<Attributes name="NoResultMsgIntAttr">
<Attribute> node with the name of and internal Q-PLM attribute and value. If the Q-PLM
result value of this internal Q-PLM attribute will match to the value which is defined in this
<Attribute> node the message box will be suppressed.
Example:
Suppress result message box if it was checked with a defined profile data, like "NO_CHECK"
for this example:
actProfData="NO_CHECK"
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Fig. 15: Example <Attributes> subnode of "NoResultMsgIntAttr” (Xerlin editor)
Suppress result message box if the full check run was OK:
actRCProcJudge="0"
5.6 <Attributes> Report
By configuring buttons for SmarTeam Toolbar or in the Profile Card, Q-Checker reports can
be viewed with an external viewer outside SmarTeam. For creating the SmarTeam buttons
please refer to the related chapter of Q-PLM_SmarTeam_Customization_5.4.0.pdf. In
addition some configuration must be done in the node:
<TranscatPLM>/<PLMSystems>/<PLMSystem name="SmarTeam">/
<Attributes name="Report">
Fig. 16: Xerlin, Example node and subnode of "Report”
Subnode name Purpose Details
name Value of document name
attribute
Default value: Q-Checker HTML Report
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Subnode name Purpose Details
HTMLViewer Command for HTML viewer Example calling QPLMShowReportClient.bat of
Q-PLM installation:
<Parameter name="HTMLViewer"
parseparator="false">
<Discrete value="""/>
<Global name="QPLMScriptDir"/>
<Discrete value="\"/>
<Discrete
value="QPLMShowReportClient.bat"/>
<Discrete value="""/>
/Parameter>
copydir Defines the copy out destination
for report files
If this is no defined the directory of the general
CopyOut setting is used.
5.7 PDM/PLM attribute value settings
In general the attribute values are set by the subnodes of
<TranscatPLM>/<QCheckerPLM>/<Actions>/<Action>/<ResultAttrs>
For some defined behaviors of the PDM/PLM system the quality attributes can be overwritten
by some special settings.
5.7.1 <Attributes> EmptyQCTabActions
For clearing the Attribute Profile Card and unlink the attached Q-Checker reports the settings
of the <Action> nodes are read. In these nodes the attribute names for cleaning, the report
and other settings are defined. By default all <Action> nodes for lifecycle and manual check
are read. For default actions refer to chapter 5.2 “Action settings”.
The <Action> nodes for clearing the Attribute Profile Card can be defined different from the
standard, using this node:
<TranscatPLM>/<PLMSystems>/<PLMSystem name="SmarTeam">/
<Attributes name="EmptyQCTabActions">
Possible <Attribute> subnodes names:
IgnoreDefault
Action
UnlinkReport
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5.7.1.1 <Action> nodes definition
The default <Action> nodes can be ignored by setting the following subnode:
<Attribute name="IgnoreDefault" value="yes">
This node can contain <Attribute> subnodes for additional actions. The name of the
attribute must be "Action”, the value of the attribute is the name of the action.
Example:
Let’s assume an additional action "DBTrigger” is to be defined. For this action an
<Attribute> subnode has to be defined:
<Attributes name="Action" value="DBTrigger">
Fig. 17: Xerlin <Attributes> subnode of "EmptyQCTabActions”
5.7.1.2 Unlink report
All the links to the Q-Checker reports are kept by default. With the Empty Tab call the reports
can be unlinked with the following setting:
<Attribute name="UnlinkReport" value="yes">
5.7.2 <Attributes> EmptyQCTabAttrValues
By clearing the Attr ibute Profi le Card with Q-PLM the values of the attributes are set to
empty value. If these attributes should not be set to empty, this can be defined by using this
node:
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<TranscatPLM>/<PLMSystems>/<PLMSystem name="SmarTeam">/
<Attributes name="EmptyQCTabAttrValues">
This node can contain <Attribute> subnodes which defines the SmarTeam attribute name
and the value which should be set when the Attribute Profile Card will be cleared. Any
attribute can be set to a defined value, not only Q-PLM attributes.
Fig. 18: Xerlin, Example <Attributes> subnode of "EmptyQCTabAttrValues”
5.7.3 <Attributes> CheckTimeStamp
For identifying if a model is already check or if the check is out of date one or more time
stamp attributes are used. The subnodes of CheckTimeStamp are defining these attributes
and the behavior of timestamp validations.
Customize the subnodes of:
<TranscatPLM>/<PLMSystems>/<PLMSystem>/<Attributes name="CheckTimeStamp">
With Q-PLM SmarTeam different timestamps have to be checked or used for SmarTeam
query, especially for the JobCheck.
The attribute(s) which should be used for the timestamp check, these are the Q-Checker
check time and date attributes are defined in the subnode(s) <Attribute> with the name
"PLMAttrbute”. This has to be set to the name of the desired SmarTeam attribute(s). If these
are string attributes the conversion to date/time has to be defined in the subnodes for type
conversion, refer to chapter 5.8.4 <Attributes> TypeConvert.
Fig. 19: Xerlin <Attributes> subnode <PLMAttribute> of "CheckTimeStamp”
There can be a time gap between the Q-Checker check time and the time of the SmarTeam
update. For taking care of this time gap can be configured in the <Attribute>
UTCTimeGapValue node. The time which is defined in this node is in seconds.
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Fig. 20: <Attributes> subnode <QCTimeGapValue> of "CheckTimeStamp” (Xerlin editor)
With the timestamps it must be differed between the local time and the UTC time. In general
the time and dates which are stored in the data base are in UTC. The time which is provided
to the user is the local time.
The time gap between the current local time and UTC is defined in the <Attribute>
UTCTimeGapFrom node.
Fig. 21: <Attributes> subnode <UTCTimeGapFrom> of "CheckTimeStamp” (Xerlin editor)
For this node the following values can be defined:
Table 7: UTCTimeGapFrom values
value Description
system Time gap between local and UTC time is calculated be the
operating system where the application (client) is running.
Attention: The database might be running on an other time zone
than the client application. In this case the calculation of the time
gap can be wrong.
db Time gap between local and UTC time is calculated from the
SmarTeam data base.
Attention: It might be that the SmarTeam function for this returns
the wrong time gap. It is possible that the difference to the summer
time is not calculated. In this case the calculation of the time gap
can be wrong.
none No time gap between UTC and local time
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"integer value”
e.g: 60
Defined time gap in minutes
Depending to the setup of the database and SmarTeam the time gap between UTC and local
time must be considered. The time gap can be set for different operations. This is defined in
separate <Attribute> nodes:
Fig. 22: <Attribute> node for using time gap (Xerlin editor)
Table 8: Time gap settings
Name Default value Description
UseTimeGapFile yes Use the time gap calculation for the file modification time
of files which are stored in SmarTeam data base. The file
modification time is usually in UTC.
UseTimeGapQueryServer yes Use the time gap calculation for query for SmarTeam data
base, if SmarTeam is launched in server mode, e.g.
modification date. The Q-PLM BatchJob is running in
server mode by default, if no other SmarTeam session is
already open. In server mode the values of the time
attributes are usually returned.
UseTimeGapQueryClient no Use the time gap calculation for query for SmarTeam data
base, if SmarTeam is launched in client mode, e.g.
modification date. In client mode the values of the time
attributes are usually returned in local time in. But with
some multi site configurations it can be returned in UTC.
5.8 PLM/PDM attribute conversion and mapping
5.8.1 <Attributes> LookupAttrReplExclude
Attributes which are defined by SMARTEAM Lookup Tables have integer values instead the
string values which are defined in the Lookup Tables. Q-PLM is replacing all integer values
by the corresponding string values for Q-PLM configuration issues. This replacement is only
Q-PLM internal and does not affect SMARTEAM in general. Due to some configuration or
processing reason it might be necessary to bypass this replacement. This can be done by
customizing the following node:
<TranscatPLM>/<PLMSystems>/<PLMSystem name="SmarTeam">
<Attributes name="LookupAttrReplExclude">
Add a <Attribute> subnodes for each attribute which should be bypassed.
The XML attribute name is identifying if it is a document or project attribute:
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name=”Doc”: document attribute name=”Prj”: project attribute
The XML attribute value defines the name of the document or project attribute for which
the replacement should be bypassed.
Example:
The value of project attribute TDM_SF_SECURE_LVL should not be replaced.
Value of TDM_SF_SECURE_LVL:
with replacement: NotLimited
without replacement: 0
Configuration for bypassing the replacement:
Fig. 23. <Attributes> subnode of "LookupAttrReplExclude” (Xerlin editor)
5.8.2 <Attributes> LookupTNPrj
Obsolete
5.8.3 <Attributes> LookupTNDoc
Obsolete
5.8.4 <Attributes> TypeConvert
The subnodes of TypeConvert defines which attributes should be converted into a other
format than string for Q-PLM internal use.
Customize the subnodes of:
<TranscatPLM>/<PLMSystems>/<PLMSystem>/<Attributes name="TypeConvert">
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For each attribute which should be converted an <Attribute> node must be created. The
name of the node is the name of the attribute and the value is the format type. The following
format types are possible:
datetime for formats which combines date and time in one attribute
date for date formats (until Q-PLM 3.3.1 combined date and time format, in later
Q-PLM releases date format only)
time for time formats
int for integer
Fig. 24: <Attributes> subnodes of "TypeConvert” (Xerlin editor)
5.8.5 <Attributes> UserIdMapDoc
The subnodes of UserIdMapDoc defines which id attribute of a document should be
mapped into a other document attribute. Both the id attribute and the attribute to which this
should be mapped have to be defined in a <Attributes> AttributeName subnode.
Customize the subnodes of:
<TranscatPLM>/<PLMSystems>/<PLMSystem>/<Attributes name="UserIdMapDoc">
Example:
The attribute USER_ID_MOD should be converted to the attribute USER_EMAIL. This can be
useful for external e-mail programs.
XML structure:
<TranscatPLM>
<PLMSystems>
<PLMSystem name=”SamrTeam”>
<Attributes name=”AttributeName”>
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…
<Attribute name=”UserIdMod” value=”USER_ID_MOD”>
<Attribute name=”UserEmail” value=”USER_EMAIL”>
</Attributes>
<Attributes name=”UserIdMapDoc”>
<Attribute name=”UserIdMod” value=”UserEmail”>
</Attributes>
…
</PLMSystem>
</PLMSystems>
</TranscatPLM>
Fig. 25: <Attributes> subnodes of "UserIdMod” (Xerlin editor)
These mapped attributes can be used in the <QCheckerPLM> subnodes. For this the names
of source and destination attributes have to be jointed with a slash. The real SmarTeam
attribute names have to be used for that. E.g.:
USER_ID_MOD/USER_EMAIL
This can be used for example to store the email address of the user which have modified the
CATIA model into Q-Monitor database.
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Fig. 26: <DB_CUSTOMER_INFO> mapped user id attribute (Xerlin editor)
5.9 Check stage and query settings
5.9.1 <Attributes> ManualCheck
Enabling / Disabling / ByPass Manual Check
As prerequisite for the manual Q-CHECKER run, SMARTEAM has to be configured for it. Refer
to Q-PLM_SmarTeamIntegration_x.pdf.
Customize the subnodes of:
<TranscatPLM>/<PLMSystems>/<PLMSystem name=”SmarTeam”>/
<Attributes name="ManualCheck">
The manual check can be enabled / disabled for items which are in the following state:
State name attribute
New new
Checked out checkedout
Checked in checkedin
Released released
Possible values are:
value Description
YES Check can be executed
NO Check cannot be executed and a warning message will occur
BYPASS Check will not be executed no warning message
For the lifecycle states "checked in” and "released”, the check of the models are also
dependent on the vault setting (for the vault setting refer to section 6.3.4 “Vault Attribute”.
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Example
Disable the manual check for released items:
Choose the node <Attribute name="released">
Change <Attribute value="YES"> to <Attribute value="NO">
Fig. 27: <Attributes> node of "ManualCheck" (Xerlin editor)
5.9.2 <Attributes> CheckinCheck
Enabling / Disabling / ByPass Checkin Check
As prerequisite for the Q-CHECKER run during check in has to be configured for it. Refer to
Q-PLM_SmarTeamIntegration_x.pdf.
The check during check in can be configured due to the state. With this setting it is possible
for example to perform a Q-PLM / Q-Checker run only for models which are in the state new,
the other models are not checked during check in.
Customize the subnodes of:
<TranscatPLM>/<PLMSystems>/<PLMSystem name=”SmarTeam”>/
<Attributes name="CheckinCheck">
The check in check can be enabled / disabled for items which are in the following state:
State name attribute
New new
Checked out checkedout
Possible values are:
value Description
YES Check will be executed
NO Check cannot be executed, a warning message will occur and it is not possible to
perform a check in operation
BYPASS Check will not be executed check in operation is possible
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Example
Enable check in check for new items only:
Choose the node <Attribute name="checkedout">
Change <Attribute value="YES"> to <Attribute value="BYPASS">
Fig. 28: <Attributes> node of "CheckinCheck" (Xerlin editor)
5.9.3 <Attributes> JobCheck
Enabling / Disabling Batch Job Check
Customize the subnodes of:
<TranscatPLM>/<PLMSystems>/<PLMSystem name=”SmarTeam”>/
<Attributes name="JobCheck">
The Batch Job Check can be enabled / disabled for items which are in the following state:
State name attribute
Checked out checkedout
Checked in checkedin
Released released
The configuration of these attributes are the same as the once for Manual Check, refer to
chapter 5.9.1 "<Attributes> ManualCheck”.
5.9.4 <Attributes> AddJobWhereQuery
Q-PLM BatchJob executes a SmarTeam query finding the models for Q-Checker check run.
The default where query consist out of the defined class id, states from the xml configuration
and the modification time frame from the command line input.
Example of a default where Query section:
(F.CLASS_ID=684).and(F.STATE=1).and(F.MODIFICATION_DATE>=
2009/09/25andF.MODIFICATION_DATE<=2010/04/28|11:57:28.934)
For the SmarTeam BatchJob the Where Query can be enhanced with the following node:
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<TranscatPLM>/<PLMSystems>/<PLMSystem name="SmarTeam">/
<Attributes name="AddJobWhereQuery">
Fig. 29: Xerlin <AddJobWhereQuery> node
The additional Where Query can be defined with following attribute nodes:
Table 9: AddJobWhereQuery sub nodes
Attribute Mandatory Description
Separator YES Logic operation like:
AND, OR, … bracket etc.
No default
Name NO Name of the object. In general, this is the attribute respectively the
column name of the database table.
Default: empty
Operator NO Operator like:
=, <=, >=, …
Default: empty
Object NO Object / value
Default: empty
CaseSensitivity NO Case sensitivity
false / true
Default: false
Role NO Role (SmarTeam standard is "F ")
Default: empty
If more than one Where Query extension is needed, the can be defined one after the other.
The Separater node defines a new query extension.
Example: The Q-Checker run, in a multisite environment should only be executed for 2
defined sites (TDM_SITE_ID=1 and TDM_SITE_ID=2).
The configuration for this additional query is:
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<Attributes name="AddJobWhereQuery">
<Attribute name="Separator" value="and("/>
<Attribute name="Name" value="TDM_SITE_ID"/>
<Attribute name="Operator" value="="/>
<Attribute name="Object" value="1"/>
<Attribute name="CaseSensitivity" value="false"/>
<Attribute name="Role" value="F"/>
<Attribute name="Separator" value="or"/>
<Attribute name="Name" value="TDM_SITE_ID"/>
<Attribute name="Operator" value="="/>
<Attribute name="Object" value="2"/>
<Attribute name="CaseSensitivity" value="false"/>
<Attribute name="Role" value="F"/>
<Attribute name="Separator" value=")"/>
</Attributes>
Example of the resulting where query:
Black: Standard Query, Blue: Query Extension
(F.CLASS_ID=684).and(F.STATE=1).and(F.MODIFICATION_DATE>=2009/09/25andF.MOD
IFICATION_DATE<=2010/04/28|11:57:28.934).and(F.TDM_SITE_ID=1.or
F.TDM_SITE_ID=2)
5.10 Login and authorization settings
5.10.1 <Attributes> CheckAuthorization
Q-PLM SMARTEAM needs the authorization for modifying the Q-CHECKER-related attributes
and attaching the Q-CHECKER reports. If the user that triggers the Q-PLM launch does not
have the authorizations for Add, Update or other operations, the Q-CHECKER-related
modifications cannot be processed. The missing user authorization can be bypassed.
To bypass the user authorization, choose the node:
<TranscatPLM>/<PLMSystems>/<PLMSystem name="SmarTeam">/
<Attributes name=”CheckAuthorization”>
To bypass the authorization, the <Attribute> subnodes for the operation can be set to
"no". If the authorization should be checked to have to be set to "yes".
Name of attribute subnodes:
Add
Update
Delete
Link
Unlink
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Possible values of attribute subnodes:
yes
no
Fig. 30: <Attributes> subnodes of "CheckAutorization” (Xerlin editor)
5.10.2 <Attributes> InvokeScripts
With SmarTeam, scripts can be launched for different operations. The launch of the different
SmarTeam scripts can be configured.
To bypass the user authorization, choose the node:
<TranscatPLM>/<PLMSystems>/<PLMSystem name="SmarTeam">/
<Attributes name=”InvokeScripts”>
To bypass the SMARTEAM scripts execution, the <Attribute> subnodes for the operation
can be set to "no”. If the authorization should be checked to have to be set to "yes”.
Name of attribute subnodes:
Add
Update
Delete
Link
Unlink
CheckIn
Approve
NewRelease
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Possible values of attribute subnodes:
yes
no (default)
Fig. 31: <Attributes> subnodes of "InvokeScripts” (Xerlin editor)
CAUTION:
All SMARTEAM Scripts for the enabled operation will be invoked.
This can cause some unexpected behaviors like recursions, endless loops, and
other strange behavior. Look to the SMARTEAM Scripts which will be called by the
operation carefully to avoid these side-effects
5.10.3 Password crypt program
The password crypt program ciphers a string into a cryptic string which can be use by Q-PLM
for the login information.
For more information about the crypt program refer to the Q-PLM documentation for the
specific PDM system (Q-PLM_SmarTeam_Customization_x.pdf).
5.11 Maturity change, lifecycle operation and workflow settings
5.11.1 <Attributes> AdminRelease
The sub nodes under the node <AdminRelease> define the settings for Maturity Change with
admin release option. If this option is enabled and the value of the attribute matches to the
value that is defined in this XLM sub node, it is possible to promote the object with an NOT
valid data quality. It is highly recommended that a restricted group of people like design
manager or project manager can modify this attribute. In addition, several SmarTeam
settings and scripts must be customized please refer Q-PLM SmarTeam installation and
customization documentation (Q-PLM_SmarTeam_Customization_x.pdf).
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For admin release settings, choose the node:
<TranscatPLM>/<PLMSystems>/<PLMSystem name="SmarTeam">/
<Attributes name=”InvokeScripts”>
Settings of the <Attribute> nodes
Name value
enable Enables / disable Admin Release
Yes: enabled
No: disabled
AttributeName Attribute name of the attribute which controles the Admin
Relase
Default: CN_QPLM_ADMIN_RELEASE
AttributeValue Attribute value of the attribute which enables the maturity
change for NONE proper data quality
true
5.11.2 <Attributes> WorkFlow
The SMARTEAM workflow settings are subnode under the following node:
<TranscatPLM>/<PLMSystems>/<PLMSystem name="SmarTeam">/
<Attributes name="WorkFlow">
With the SMARTEAM workflow every document has its own return value for the workflow.
Regarding to this return values, the step of the workflow can be accepted or rejected.
Possible return values:
Operation not appropriate
Operation not performed
Operation executed successfuly
Operation executed NOT successfuly
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If a document of the workflow i s no t a CATIA model, part, assembly or drawing, the
operation for the document can be configured with the subnode
<Attributes name= "ResultForNoCatia">
Table 10: Possible values of ResultForNoCatia
Value Description
notAppropriate The return of the workflow for this document is set to:
Operation not appropriate
(default behaviour)
notPerformed The return of the workflow for this document is set to:
Operation not performed
executedSuccessfuly The return of the workflow for this document is set to:
Operation executed successfuly
executedNotSuccessfuly The return of the workflow for this document is set to:
Operation executed NOT successfuly
If the document of the workflow IS a CATIA model, part, assembly or drawing the result value
can be configured by the node
<Attribute name=ResultForCatia>
Table 11: Possible values of ResultForCatia
Value Description
Success The return of the workflow for this document is depending to the
process result.
Q-PLM was not executed:
Operation not performed
Q-PLM was executed and the Q-Checker result was OK
Operation executed successfuly
Q-PLM was executed and the Q-Checker result was KO
Operation executed NOT successfuly
(default behaviour)
Execute The return of the workflow for this document is depending to the
process result:
Q-PLM was not executed:
Operation not performed
Q-PLM was executed, regardless to the Q-Checker result
Operation executed successfuly
notAppropriate The return of the workflow for this document is set to:
Operation not appropriate
notPerformed The return of the workflow for this document is set to:
Operation not performed
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Value Description
executedSuccessfuly The return of the workflow for this document is set to:
Operation executed successfuly
executedNotSuccessfuly The return of the workflow for this document is set to:
Operation executed NOT successfuly
5.12 Batch attributes settings
Settings which are pass to the *Bat.xml file.
5.12.1 <Attributes> BatAttrsDoc
Document attributes which are pass to the *Bat.xml file.
CAUTION: Do not customize these values
5.12.2 <Attributes> BatAttrsPrj
Project attributes which are pass to the *Bat.xml file.
CAUTION: Do not customize these values
5.12.3 <Attributes> BatAttrsCN
Class names which are pass to the *Bat.xml file.
CAUTION: Do not customize these values
<QCHECKERPLM> NODES
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6 <QCheckerPLM> nodes
This is the main node for process description (Q-Checker processing).
Figure 32: <QCheckerPLM> element in Xerlin editor
6.1 NativeLibs
Use the sub nodes of <NativeLibs> to configure the license behavior and system native
libraries for license. These nodes are needed if the license settings cannot be configured by
system or Java settings / variables. They are only needed for Q-PLM modules which are
based on Java.
For Q-PLM modules which are based on CAA (for example PDM Save), these nodes are not
needed and the license settings must be configured inside the related CATIA Environment
file, please refer to the related documentation.
6.1.1 License type
The license type can be set with the attribute licmode.
Figure 33: <NativeLibs> element with attribute "licmode" in Xerlin
<QCHECKERPLM> NODES
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Possible values:
Value Description
(Empty) System license setting are used. If no license mode is set via system or
java variable, DSLS is used.
DSLS DSLS license
If this attribute is set, it is overwriting the license settings. Refer to picture below:
Figure 34: Overwriting license settings
6.1.2 <Opsys> node
With the <Opsys> node, system native libraries which should be loaded can be configured
for the different operating systems. These nodes are only needed if the libraries cannot be
loaded by java, because the path for loading native libraries is not configured by system or
java settings / environment.
The attribute "name" defines the operating system for which the sub nodes are configured.
Figure 35: <Opsys> element with attribute "name" in Xerlin
Possible values of the name attribute:
<QCHECKERPLM> NODES
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Value Description
intel_a Windows 32 bit
win_b64 Windows 64 bit
aix_a AIX 32 bit
aix_a64 AIX 64 bit
hpux_a HP-UX
linux_32 LINUX 32 bit
linux_64 LINUX 64 bit
macos_32 MAC 32 bit
macos_64 MAC 64 bit
Not for all of the operating systems above the native libraries might be available with the
installation package. In general, only the needed once are delivered.
6.1.2.1 <NativeLib> nodes
These nodes are defining the full qualified name (full path + file name + extension) of the
system native library which should be loaded.
Figure 36: <NativeLib> element for Windows 64 bit in Xerlin
System native library which is needed for the license handling:
TCAJLMLibMng.dll
In some cases, the system doesn’t load the dependent libraries. Therefore, it is necessary to
add all needed libraries in the order of loading to the <NativeLib> node.
<QCHECKERPLM> NODES
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Figure 37: <NativeLib> all elements for Windows 64 bit with DSLSV5 in Xerlin
6.2 <ProfileData> nodes
With the <ProfileData> nodes it can be configured which Q-Checker version is to be started
with which CATIA version and with which settings. It is possible to define several
<ProfileData> nodes for different combinations of Q-Checker and CATIA versions. For the
standard installation the default <ProfileData> node is to be configured.
For most of these nodes, different sub node types and multiple sub nodes can be used. This
is depending on the node. For more information refer to the detailed Q-PLM_Dsp.xml
documentation.
It is possible to define different <ProfileData> nodes and employ them depending on the
lifecycle operation or PDM/PLM document/project attributes.
6.2.1 CATIA Q-Checker default sub node
The <ProfileData> default nodes for the different CATIA versions are:
Node Description
DEFAULTV4 Default ProfileData for CATIA V4 settings
DEFAULTV5 Default ProfileData for CATIA V5 settings
DEFAULTV6 Default ProfileData for CATIA V6 settings
Example of a <ProfileData> node:
<TranscatPLM>/<QCheckerPLM>/<ProfileDatas>/<ProfileData name="DEFAULTV6">
Table 12: <ProfileData> nodes
Node Description
CATEnvDir Directory for the CATIA environment
<QCHECKERPLM> NODES
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CATEnv CATIA environment file
QCheckerStart Command for Q-Checker start
QCBatchStart Command for program after Q-Checker execution
was performed, this is used for PDM update
ENVIRONMENT Q-Checker environment
PROFILE Q-Checker profile
QCTmpDir Directory for temporary files
ResultJudge/OKAssessments OK assessments definition, see section below
ResultJudge/OKReturnCodes OK return code definition, see section below
ResultJudge/ResultFileData Q-Checker output file result processing
Figure 38: <ProfileData> element with name "DEFAULTV6" in Xerlin
6.2.2 Result judging and validation
The evaluation if the results of the operation are OK or not can be done in two different
nodes: <ResultJudge> or <Validate>.
6.2.2.1 <ResultJudge>/<OKAssessments> node
The sub nodes of the <ResultJudge>/<OKAssessments> node specify which assessments
should be considered to be a successful Q-Checker check result. The assessments, which
are not defined in this node, will be considered NOT OK.
Customize <OKAssesments> in relation to the Q-Checker environment which is used with
this <ProfileData> node. For this create or change sub nodes of <OKAssessments>.
<QCHECKERPLM> NODES
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Figure 39: <OKAssessments> node in Xerlin
6.2.2.2 <ResultJudge>/<OKReturnCodes> node
The sub nodes of <ResultJudge>/<OKReturnCodes> specify which Q-Checker return codes
are to be considered successful results. The assessments which are not defined in this node
will be considered NOT OK.
Customize the <OKReturnCodeDatas> in relation to the Q-Checker return codes which
should be acceptable. For this create new sub nodes of <OKReturnCode> or modify the
existing ones.
Figure 40: <OKReturnCodes> node in Xerlin
6.2.2.3 <Validate>/<ValidDatas> node
The node of <Validate>/<ValidDatas> and its sub nodes specify which conditions are to be
considered with results. The conditions which are not defined in this node will be considered
NOT OK.
The <Validate>/<ValidDatas> defines the source attribute for the comparison.
<QCHECKERPLM> NODES
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Table 13: <ValidDatas> node attributes
Attributes Value Description
name Attribute
name
Name of the attribute for validation. This must match to
an attribute name of the type which is defined with the
"source" attribute.
type STR | INT Type of the attribute, string or integer
source ReportAttr |
SystemAttr |
DocAttr |
…
Source of the attribute for validation. The attribute which
can be used can be from different sources. This can be
for example an attribute of the Q-Checker result file or
one document attribute of the PDM system.
Example: MODEL_ASSESSMENT attribute of the Q-Checker Report
Figure 41: <ValidDatas> node in Xerlin
The sub node of <Validate>/<ValidDatas>/<ValidData> specifies the values for the
comparison. The values of the attribute which is defined in the <Validate>/<ValidDatas>
node will be compared to the values which are defined in the
<Validate>/<ValidDatas>/<ValidData> sub nodes .
Table 14: <ValidData> node attributes
Attributes Value Description
name Attribute
name
Name of the attribute for validation. This must match to
an attribute name of the type which is defined with the
"source" attribute.
retvalue integer Value which should be returned if the comparison
matches. In general this should be 0
cond EQ | NE |
GT | LT | …
Condition which should be used for the comparison like
equal, not equal, greater, less, …
<QCHECKERPLM> NODES
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source Discrete |
ReportAttr |
SystemAttr |
DocAttr |
…
Source of the attribute for validation. The attribute which
can be used can be from different sources. This can be
for example an attribute of the Q-Checker result file or
one document attribute of the PDM system.
Example, MODEL_ASSESSMENT attribute of the Q-Checker Report should be equal to OK.
In this case the value 0 should be returned which means that this condition will pass the
check.
Figure 42: <ValidData> node in Xerlin
6.2.2.4 <ResultJudge>/<ResultFile> and <Validate>/<ResultFile> node
The sub node <ResultFile> node defines which Q-Checker output file is to be used for the
result processing.
Select in the desired profile the following node:
<TranscatPLM>/<QCheckerPLM>/<ProfileDatas>/<ProfileData>/
<ResultJudge>/<ResultFile>/<ResultFileType>
Figure 43: <ResultFileType> node in Xerlin
The following settings are available:
DBReport
<QCHECKERPLM> NODES
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QCReport
QcExSeal
none
With Q-CHECKER version less than V1.14.1, the DBReport setting must be used. In this case
a special license is required. In addition, the writing of this output file must be enabled by a
Q-Checker setting.
For Q-CHECKER version V1.14.1 or higher we advise to use the QCReport setting.
Interpreting external seal file the QcExSeal setting must be used.
Out of this report files, the report attributes are taken for the further processing. The
Q-Checker assessment is taken out of these files. In addition they can be used by a
<ReportAttr> node for some Q-PLM_Dsp.xml nodes. For example, in order to set PDM/PLM
system attributes to the values of report attributes.
Figure 44: Using report attributes of result files in Xerlin
For the different report files, the following report attributes are available.
Table 15: Report attributes of result files
ReportAttr DBReport QCReport QCExtSeal
CHECK_ID Yes No Yes
MODEL_DIRECTORY Yes Yes Yes
MODEL_NAME Yes Yes Yes
MODEL_CAD_VERSION Yes Yes Yes
MODEL_USER Yes No Yes
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ReportAttr DBReport QCReport QCExtSeal
MODEL_DIMENSION Yes No Yes
MODEL_SIZE Yes Yes Yes
CHECK_SEAL Yes Yes Yes
RETURN_CODE Yes Yes Yes
MODEL_ASSESSMENT Yes Yes Yes
TOTAL_WEIGHT_SUM Yes No Yes
CHECKING_DATE Yes Yes Yes
CHECKING_TIME Yes Yes Yes
PROFILE_NAME Yes Yes Yes
CHECK_USER Yes Yes Yes
CHECK_GROUP Yes Yes Yes
CHECKING_TOOL Yes Yes Yes
HEALING_STATUS Yes Yes Yes
Additional customer
defined collumns
e.g.:
CHECKING_MODE
CUSTOMER_NUMBER
Yes No No
6.3 Actions
6.3.1 General
The different actions are sub nodes of:
<TranscatPLM>/<QCheckerPLM>/<Actions>
For different PDM/PLM systems standard actions are defined.
<QCHECKERPLM> NODES
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For certain PDM/PLM systems additional actions can be defined. This depends to the Q-PLM
API for the different systems. E.g. Q-PLM launched by a DB trigger.
This action names can be modified by <ActionExtenions> node definition.
6.3.2 Attributes for ProfileData and Q-Checker Profile
The <Action> node contains several attributes for defining which <ProfileData> and which
Q-Checker profile are to be used.
Table 16: Attributes for <ProfileData> and Q-Checker profiles
Attribute name Values Description
profdatadef string Default ProfileData. It is used for all
references of a <ProfDataVal> node.
profdatattr string PLM attribute which contains the
Q-CHECKER profile name.
profdataloc none | document |
project
Defines where the PLM attribute (for
profdatattr) is located. If it set to "none"
no PLM attribute will be used.
getattrprof true | false The *Inf.xml can contain the information
about the used Q-CHECKER profile:
<IntAttrs>/<Attr name="actUsedProfile">
This attribute triggers if it should be used or
not.
getmodelprof true | false The CATIA model can contain the
information about the last Q-CHECKER
profile. This attribute triggers if it should be
used or not.
The Q-Checker profile is calculated in several steps. If a Q-Checker profile is found in the
first step, this profile will used. If not found, a next step will be executed to search the profile.
Order of the Q-Checker profile calculation:
1. Get profile with profdatattr and profdataloc
2. Get profile getattrprof from *Inf.xml, only if profdataloc="none"
3. Get profile from model (getmodelprof="true")
4. Get profile from profdatadef
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NOTE:
If a Q-Checker profile is found, it will be used in every case, regardless if it is valid or
not.
An invalid profile will cause a Q-Checker error.
6.3.3 Condition Attribute
The "condition" attribute of the <Action> node defines the constraint of the Q-Checker check
run. This is dependent to other Q-PLM settings as well as the integration and check process.
The following values have to be set for the described constraint:
Table 17: Condition Attribute
Value Constraint
check Q-Checker run for single model or external seal check.
One separate Q-Checker Batch run for each model. For every model a
new CATIA / Q-Checker, if necessary VPM session, will be started.
multi Q-Checker run for multiple models.
One Q-Checker Batch run for multiple models. For models which are
reflecting to the same ProfileData one CATIA / Q-Checker, if necessary
VPM session, will be started.
checked Q-Checker run was executed before Q-PLM call.
This has to be set in case of Q-Checker PDM Save. In this case
Q-Checker was launched in an interactive CATIA session. After the
interactive Q-Checker run Q-PLM is launched.
nocheck No Q-Checker run
This has to be set if only the PDM/PLM attributes should be checked
without launching Q-Checker.
6.3.4 Vault Attribute
The "vault" attribute of the <Action> node triggers the destination of the models files for
PDM/PLM systems which have a checkout on the local file system.
<QCHECKERPLM> NODES
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6.3.5 Attaching Q-CHECKER Report
The different Q-Checker report files can be attached to PDM/PLM system. For this, several
report nodes can be defined as sub nodes of the following node:
<TranscatPLM>/<QCheckerPLM>/<Actions>/<Action>/<ResultFiles>
Possible sub nodes :
HTMLReport
XMLReport
TXTReport
QCReport
DBReport
These nodes have several <Attribute> sub nodes . The name and value of the <Attribute>
nodes are dependent to the PDM/PLM System.
These nodes have the attribute "keeporiginal". Q-PLM is renaming the Q-Checker report
files. If this attribute is true, the file with the original name will be not deleted.
6.3.6 Defining Result Attributes
The names and values of the PDM/PLM system attributes which should be filled with the
Q-Checker results and additional information have to be defined in the following node:
<TranscatPLM>/<QCheckerPLM>/<Actions>/<Action>/<ResultAttrs>
For each attribute, a <ResultAttr> sub node has to be defined. These sub nodes have the
name of the PDM/PLM system attribute. This attributes have to match to the once which are
defined as Q-PLM attributes in PDM/PLM, refer to the PDM/PLM system dependent Q-PLM
documentation.
6.3.6.1 Standard attribute definition
The following example shows the assignment of Q-Checker model assessment to the PDM
document attribute E_TCAQCAssessment.
Example E_TCAQCAssessment:
<QCHECKERPLM> NODES
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Figure 45: <ResultAttr> node with name "E_TCAQCAssessment" in Xerlin
6.3.6.2 Date / time attribute definition
Date and time attributes can be handled in a special way. For these kinds of attributes the
format of the values from the <ResultAttrs> sub nodes are important. Because the input can
be in different formats depending to the operation system, the parsed files, etc. and the offset
to GMT might affect the value. In this case they are internally converted to the W3C standard
RFC 3339 format (YYYY-MM-DDThh:mm:ss.sTZD, e.g. 2011-01-19T16:34:34.0+01:00). This
kind of definition has to be used if Date / TimeStamp attributes should be set.
The format of the values from the <ResultAttrs> sub nodes is defined in the sourceformat
attribute of <ResultAttrs> node. The following formatter elements can be used:
Table 18: Date / time formatter elements
Formatter Description Type Example
G Era designator Text AD
y Year Year 1996; 96
M Month in year Month July; Jul; 07
w Week in year Number 27
W Week in month Number 2
D Day in year Number 189
d Day in month Number 10
F Day of week in month Number 2
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Formatter Description Type Example
E Day in week Text Tuesday; Tue
a Am/pm marker Text PM
H Hour in day (0-23) Number 0
k Hour in day (1-24) Number 24
K Hour in am/pm (0-11) Number 0
h Hour in am/pm (1-12) Number 12
m Minute in hour Number 30
s Second in minute Number 55
S Millisecond Number 978
z Time zone General time zone Pacific Standard Time;
Z Time zone RFC 822 time zone -0800
’anyString’ Fixed string values Text ’T’
Example, E_TCAQCCheckTimeStamp:
Combination of Q-Checker check date and time including time zone.
sourceformat: yyyy-MM-dd’T’HH:mm:ssZ
<ResultAttrs> sub nodes
Table 19: E_TCAQCAssessment sub nodes example
Type Value Description Example
ReportAttr CHECKING_DATE Check date from
Q-Checker report
2011-01-19
Discrete T Fixed value ‘T’ T
ReportAttr CHECKING_TIME Check time from
Q-Checker report
15:34:34
InternalAttr ActReportGMTOffset GMT offset from
Q-Checker report
GMT+2
<QCHECKERPLM> NODES
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Figure 46: <ResultAttrs> node, example defining E_TCAQCCheckTimeStamp
6.3.7 Defining Q-CHECKER Report File Names
The names of Q-Checker report files can be defined with the Q-Checker settings. These
settings are defined as sub nodes of the following node:
<TranscatPLM>/<QCheckerPLM>/<Actions>/<Action>/<Template>
For a detailed description of the available sub nodes, refer to the Q-PLM_Dsp.xml
documentation and the Q-Checker documentation.
For detailed description about the Q-Checker result file naming, refer to the Q-Checker
documentation.
NOTE:
We recommend to set the names of the Q-Checker report files to the name of the
CATIA document.
Setting the names of the Q-Checker report files to the name of the CATIA document (this is
the default setting):
Do the following steps:
(1) Choose or add the sub node:
<REPORT_AS_MODEL>
(2) Create a new or select the existing sub node <Discrete>.
(3) Set the value of this node to YES.
<QCHECKERPLM> NODES
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Figure 47: <REPORT_AS_MODEL> with attribute Discrete="YES"
6.3.8 Enable Q-CHECKER model save
Depending to the Q-Checker profile, the CATIA model can be changed (add internal check
seal, healing). For saving these changes the save of the model must be enabled. These
settings are defined as sub nodes of the following node:
<TranscatPLM>/<QCheckerPLM>/<Actions>/<Action>/<Template>
For a detailed description of the available sub nodes refer to the Q-PLM_Dsp.xml
documentation and the Q-Checker documentation.
For enable the save of the CATIA models do the following steps:
(1) Change or add the sub nodes:
<SAVE>
<REPLACE>
(2) Create a new or select the existing sub node <Discrete> for both nodes
(3) Set the value of this node to YES.
<QCHECKERPLM> NODES
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Figure 48: <SAVE> node with attribute Discrete="YES" and <REPLACE> node with attribute Discrete="YES"
6.3.9 Show Message Boxes
The <Action> node has an attribute for showing message boxes.
Message box attribute as an example of the Action "Manual" node:
<TranscatPLM>/<QCheckerPLM>/<Actions>/<Action name="Manual">/
<Attribute messagebox="true">
This attribute is for the message box behavior of the successive processes. It has no effect
for the Q-PLM modules which are directly integrated into the PDM/PLM system. If the
message boxes for the specific PDM integration module should be suppressed refer to the
description of the <PLMSystem> node.
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