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Document Management

Installing Document Management Features in Server.


Installing Document Management Features in Client.
Integrate Teamcenter with Adobe Acrobat and Acrobat Reader
To integrate Teamcenter with Adobe Acrobat and Acrobat Reader, you must
install Teamcenter Acrobat/Reader Plugin on the client machines.

For Active Workspace

Install Teamcenter Adobe CC Integration for Active Workspace.


Specify the URL for accessing Active Workspace from the Adobe applications.
Task flow to set up Templates in Teamcenter
Document Management Template Creation
New BMIDE Template Project
Creating New Custom Properties
Creating New IRDC

For Browsing Create Template Server Profile is Required.

Create Template using Server Profile


Server Profile get connection to Teamcenter to get the templates which are
released of type(Document Management Template).
Create Server Profile in BMIDE by clicking Windows->Preferences.
Click Add.
Enter the details
Create New IRDC.
Login and connect using Server Profile
Click Finish.
Save the Data Model

Generate Software Package


BMIDE Menu -> Generate Software package.
Go to navigator.
Deploy the custom docmgttemplate in server
Attribute Mapping for MS Office Document(Excel)
Document Management in AWC
Under Server Extensions feature
Under Client feature
Password – solradmin
For Active Workspace Search in Rich Client
To Use the solr search engine for Keyword search.
Creating Solr_admin Password file using install utility
If Active Workspace search is not working.
Change value of solr admin password file location in profilevars.bat.

If Solr Search or full text search is not performed. Set the Preferences. Full text
search in AWC by using preference.
AWS_FullTextSearch_Index_Dataset_File_Content to true.

Run runTCFTSIndexer.bat for setting Index


For Clear Index cache
If index for the Datasets cleared, then no search result is displayed.

For Refreshing Indexed Objects


awindexerutil.exe -u=infodba -p=infodba -g=dba -refresh
To perform Reindexing
Reindex
1. Objectdata: clear
2. Objectdata: index

To Display snippets from file content

For Creating Global constants in BMIDE


Extensions-> Global Constants -> Open Global Constants in Editor
Change the required Global constant

Build package of the existing BMIDE Package


Open in the AWC installed Environment
Import the package in BMIDE Right Click -> Properties -> Teamcenter ->BMIDE
-> Select AWCdependent template.
Inside Dma1COTSDocument document change word exists.

 Awp0IndexableFileTypes

Specifies the list of file types that are allowed for text content extraction during search indexing. By
changing the value of this constant, you can specify the file types you want to index. (This global
constant is used if no value is set for the AW_Indexable_File_Extensions preference.)

The following values are supported:

.as .dot .mdb .sxc .xls


.aw .dotm .mif .txt .xlsm
.csv .dotx .msg .various .xlt
.dat .eml .ods .vdx .xltm
.dc .epub .pdf .wo .xltx
.dif .fff .ppt .wpd .xlw
.doc .htm .pptx .xml .xlsx
.docm .html .rtf .xla

.docx .ip .stc .xlam

Customize audit logs field display


You can customize which fields are displayed in each audit log. For example, by default the General
Logs audit log displays the following fields:

 Logged Date

 Event Type Name

 User ID

 Change ID

 Reason

 Group Name

 Role Name

 Secondary Object Display Name

 Secondary Object Type

To remove a field from the display:

1. In the rich client, search for the audit log file you want to edit. For example, select
the GeneralAuditLogs file to remove a field name in the General Logs audit log.

For Adding BMIDE Templates of Active Workspace


For Adding Audit Feature
Audit Manager for Audit Logs

Enable Audit Manager in Teamcenter Rich Client:

 HiddenPerspectives
If Audit Manager does not appear in the rich client, remove the AuditManager value from
this preference.
 TC_audit_manager
Ensure the preference is set to ON (default).
 TC_audit_manager_version
Ensure the preference is set to 3 (default).

After enabling AuditManager the AuditManager Perspectives is available.


Excel Report can be generated using Export to Excel

In Active Workspace

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