Infor PLM for Process (Optiva) Application Configuration Guide

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About This Guide

Summary of configuration stages

Metadata cache refresh

Configuration files

Editing the files with a text editor

Databases and Integrated Windows Authentication

Turning off time-outs from Web.Config

Timeouts for the Application Pool

Regional settings for the web client

Date and time settings

Attachment sizes for the web client

Validation checking in the web client

Outgoing SMTP email server settings

Application log files

Naming conventions

Redirecting log files from Temp variable

User Permissions for Optiva on the Server

Verbosity of the log file

Trace logging for individual users

Write messages from Workflow

Import log in Excel

Logging Optiva errors

File attachments

Publishing attachments overview

Types of file attachments

Configuring for publishing

Publishing locations

Publishing conventions

Accessing Secure Servers

Configuring function codes for attachments

Configuring filters

Integrating Infor Document Management with Optiva

Obtaining IDM user for interacting IDM in workflow

Configuring the IDM integration with OAuth1.0

Configuring Optiva

Configuring the Context Business Model

Security privileges

ACL lists for Super Admin and Super User roles

Archiving rules

Using XML to create IDM document types

Importing the XML file to IDM

Using a wizard to upload IDM attachments

Scripting functions for IDM wizard attachments

Embedded images

Setting Up embedded images

Linking to embedded images

Determining the size of embedded images

Total Size of All embedded image files

Purging unused embedded images

Finding orphaned files through queries

External email notification

Messages in Infor Ming.le

Configuring SMTP external email

Configuring Optiva to send external email notifications

Testing the External Email from Optiva

Other SMTP considerations

Notify email Outlook distribution lists

Example of Notify email

Labs control data and users

Process for configuring labs

Adding parameters to the lab

Adding item and formula parameters

Adding project parameters

Best practices for adding parameters to a lab

Deleting parameters

Filtering listings of parameters

Labs contain default filters

Formula and item parameters

Project Parameters

Additional filters

Assigning forms to labs

Adding profiles to labs

Assigning profile attribute values

Adding adjust parameters for labs

Assigning Optiva objects to labs

Assigning formulas and items to labs by set codes

Creating formulas and items while logged into the lab

Assigning objects to set codes for other labs

Assigning users to labs

Users can choose a lab when logging in

Security for users, codes, locked objects

Passwords control whether a user can log in

Groups combine users who share information

Roles enable access to Optiva forms

Objects can be secured by owners, groups, and roles

Optiva combines user security with object security

Workflow can override security

Original security is used for saved objects

Process for defining security

Defining user groups

Naming conventions for groups

Enabling all groups for users

Understanding form security for roles

Self-contained roles contain all required forms

Additive roles permit roles to be combined

Roles control Optiva forms

Roles share form security with labs

Roles control security to objects through forms

Scenarios for opening objects and attempting actions

Assigning form security to roles

Assigning object security to roles

Defining user and role relationships

Defining a role for master users

Assigning a master user status to a role

Specifying user password security

Assigning an initial password

Changing the password

Resetting failed login attempts

Resetting the password

Specifying the attributes for passwords

Removing user access to Optiva via IFS

Authentication methods

Releasing locked objects

Unlock objects using Workflow

Deleting objects

Items in formulas

Replacing ingredients

Replacing materials and formulas

Formulas can be overwritten or created

Ratios and yields can remain the same or be changed

All levels of formulas can be changed

Workflows can track changes

Using the Formula Ingredient Replace form

Specifying the replacement criteria

Specifying the formulas

Previewing the formula levels

Changing the criteria

Reviewing the results

Configuring Optiva for Ingredient Replace

Profile attributes

Saving formula comments

Statuses for updated formulas

Extension fields for new and old formulas

Enumerated lists

Default records

Formula defaults can be lab-specific

Items have one default

Relationship to templates

Objects that can have defaults

Data that is copied from a default

Creating new lab-specific formula defaults

Creating new item defaults

Updating default records

Setting security with defaults

Rules for creating objects

Default records are the basis for new objects

An object instance is the basis for a copied object

Some object information is not copied from a record

Rules control the names and properties of new objects

Rules are available for most Optiva objects

User input can be saved

Rule segments and methods

A rule can have one set of auto code segments

A rule can reference many copy methods

Creation events

Process for creating a rule

Using the Sequence Editor form

Rule properties

Create rule for a manufacturing item

Example of the Code Segments tab

Saving user input (web client)

Security for using a rule code

Configuring code segments

Enabling the segments

Example of formula segments

Specifying the segments

Example of section captions

Length of version and subversion

How does Optiva determine which language to use for segment description?

Creating a copy method

Attaching copy methods to rules

Scripting copy methods

Script segment example

Examples of Create Rules

Symbols to extend objects

Process for configuring symbols

Multi-language support in the Symbol form

Enabling workflows and rules

Codes for attachments and images

Specifying the document codes

Adding codes to filters for attachments

Assigning function codes to classes

Publishing attached files to the network

Extension fields

Process for configuring extension fields

Creating an enumerated list for the extension field

Setting up extension fields

Sample of text entry, single-value list, multi-value lists

Creating and attaching a lookup to the extension field

Creating and attaching a query to the extension field

Retrieving a description from a lookup (Auto Descrip)

Creating a field derived from another field’s value

How users enter derived fields

Configuring derived fields

Example of configuring derived fields

Filtering derived fields

How users enter filtered fields

Configuration procedure

Example of configuration procedure

Dependent cross reference fields

Filtering extension fields by sets (Attribute Object Filter)

Example of extension fields with sets

Status codes for saved and copied formulas

Setting up the status for Optiva to calculate the status value

Setting up the status to inherit the current status only

Reference codes

Reference status

Hooks to custom scripts

Deleting codes in the Symbol form

Guidelines for deleting codes

Configuring Optiva for Change History

Example 1 – Tracking all changes

Example 2 – Specifying statuses for Change History

Example 3 – Specifying a detail code

Example 4 – Specifying a detail code and a status code

Tracking changes resulting from ingredient replacements

Tracking changes to master formulas

Tracking changes to parameter values

Tracking changes to extension tables

Tracking changes for fields

References, Views, Results, Lookups

Customizing references

Process to configure references

Customizing views

Process to configure views

Process to configure pending task views

Rules for SQL statements for custom views of pending tasks

Configuring a formula view for pending tasks

Customizing the search results

Process to configure the search results

Pivoting technical parameter results

Conditional formatting for Optiva View grids

Example of background colors

Example of custom style sheet

Example of an Item Alias Info view

Example of images and custom columns

Customizing lookups

Removing default lookups from the seed database

Naming conventions

Securing lookups

Deleting lookup sets

Configuring the Lookup tab

Configuring the Lookup Language tab

Configuring the Lookup Set tab

Configuring the Lookup Set Filter tab for set codes

References example

Aliasing columns using an Oracle function

Queries and tokens

Code examples for tokens

Configuring queries in the Query form

Query examples for lookups

Query examples for views

Query examples for search results

Replacement strings for Lookup queries

Replacement tokens for Lookups inside of an Optiva object

Queries using "!"

Queries restricting found data

Testing your Select statement in the Query form

Creating a Quick Search

Changing criteria in the Quick Search form

Running a Quick Search from the Quick Search form

Enforcing ACL Security for Quick Search

12.1.4 upgrade considerations for Quick Search

Search <Object> pages in the web client

Symbols for Search <Object> pages

Optiva database tables

Specifying multiple sets of criteria

Adding extension fields and table columns

Extension tables example

Configuring for single parameter values

Viewing detailed reports in the Reports tab

Creating SQL queries

Configuring views for search results

Protecting against SQL injection attacks

Exceptions resulting from parameter searches

Executing the standard report

Reviewing the HTML reports

Resolving the bad data

Recompiling all Optiva scripts in bulk

Role of the Density parameter

Categories of parameters

Types of parameters

Parameter type affects Item Contribution form

Some parameters use equations

Process for defining parameters

Creating a parameter

Scenarios for Rollup as null, Combine as zero

Notes for parameter validation

Attaching an equation to a parameter

Creating pre-calculation parameters

Alternate units of measure for parameters

Defining the alternate UOM for a parameter

Defining filters for displaying alternate UOMs

Defining equations for different UOM types

Examples of equations

Importing saves the base value

Variable mass UOM for parameters

Creating the parameter

Specifying decimals for parameters

Adding a parameter to a lab

Test conditions

Packaging parameters

Applying equations

Filtering the parameter lists

Identifying where parameters are used

Deleting parameters

Specifying a source for parameter values

Using Global Calc to rollup values

Specifying the category and region for a parameter

Global Calculation

Formula hierarchy for Global Calc

Circular dependency

Dynamic set of formulas

Other attributes of Global Calc

Configuring GC:FORMULATHREADS

Configuring Global Calc to run using load balance capabilities

Creating a search for formulas

Creating a search for items

Loading formulas or items in the Global Calc form

Running Global Calc in Optiva

Viewing the resulting formulas of the calculation

Viewing the resulting items of the calculation

Viewing Where Used

Viewing detailed reports in the Reports tab

Running Global Calc from the command line

Command line examples for Global Calc

Setting up the Scheduler

Troubleshooting

IIS or Server interruption

Creating reports from log tables

Regional settings

Customizing the labels in the menu bar

Configuring web client users for translation

Viewing the session information

Database table considerations

Equations and calculations

Equation functions

Optiva Scripting functions

Scripting variables

Other Visual Basic .NET functions

Process for defining equations

Creating an equation

Attaching equations to parameters

Units of measure

Some UOM values are derived from ratios

UOMs can be converted

Process for defining units of measure

Associating a default UOM with a UOM type

Example of a UOM of time for test intervals

Substituting ANSI characters for UOMs

Updating the database

Entering special characters from the list

Variable mass units of measure

Deleting a unit of measure or UOM type

Alternate units of measure

Context information

Configuring location contexts

Examples of categories for locations

Configuring other contexts

Assigning contexts to objects

Enumerated lists

Customized enumerated lists

Format for enumerated lists

Replacing labels for standard lists

Configuring labels and values for C_ lists

Configuring a C_ enumerated list

Removing entries from C_ enumerated lists

Translating enumerated lists

Creating additional enumerated lists

Advanced security options

Creating default security for objects

Copied objects inherit default security

Creating default formula and item records

Changing security for objects

Overriding security through data filters

Assigning master formula security

Using access lists for users to objects

Creating access lists

Removing entries from the list

Manually updating entries on the lists

Configuring secured lookups

Objects assigned to sets are seen in other labs

Hiding objects from other labs

Sets and subsets

Process for assigning sets

Assigning set and subsets to a Symbol

Classifying objects for set templates

Assigning sets when an object is created

Deleting set codes

Classifying objects into groups

Comparison between sets and classes

Related topics about sets

Item sets impacting other modules

Working with classes

Process for creating classes

Specifying profile attributes at different levels

Determining the profile hierarchy for a user

What happens if the user belongs to more than one lab?

Adding profile attributes in the Profile form

Default filters are defined by users for tables of data

Required and optional filters

Process for defining filters

Label for a filter

Filter for labs, roles, and users

Assigning the filter globally

Creating users and roles

Assigning a filter to the system, lab, role, or users

Security and overrides for filters

Filters override object security

Form security overrides filters

Other overrides

Filter for workflow tasks

Filter for parameters

Some filters are supplied by Optiva

Adding parameters to both the lab and the filter

Setting up a parameter filter

Specifying an alternate unit of measure

Specifying templates reduce parameters in filters

Filter for document codes (attachments)

Creating the document function codes

Assigning the filter to a document function code

Security for document codes

Security for the INSTRUC document code

Web client role templates override filters for function codes

Filter for object and set code combinations

Relevant business objects

Object and set code assignment

Deleting filters

Filters for extension fields by object sets

Process for configuring templates

Creating set codes for templates

Naming a template for a set code

Specifying parameters in templates

Configuring rules for assigning set templates

Setting up rules for set-based templates

Assigning objects to templates

Creating an object using a Create Rule

Managing Change History on Specifications created from Template

Role-based templates for the web client

User access to role templates

Editing the role-based templates

Creating an Extension Tables tab

Deleting an Extension Tables tab

Exporting and Importing Tab Labels for Languages

Adding and deleting extension fields

Rearranging fields

Adding captions

Removing captions

Specifying fields as read only

Marking tabs as read only

Rearranging the sequence of tabs

Specifying form controls for function codes

Assigning tree references

Role templates and other filters

Interaction with filters

List of forms for Form Security

List of forms for Object Security

Enabling Multi-Language in the Main tab

Context applications

Extension tables

Creating the extension table

Saving extension tables to the database

Authorizing users to extension tables

Modifying the extension table definition

Removing columns from the extension table

Deleting columns from the extension table

Using Optiva Scripting functions

Permitting users to add rows

Preventing users from adding rows

Working with the Row Label Set filter

Sorting rows in the extension table

Specifying the criteria in the Columns tab

Specifying an autodescrip column

Understanding security privileges

Privileging for Scripting

Assigning set codes

Defining a company

Company indicators

Customer lookups example

Specifying contact information

Deleting a company

Layouts for grids and tables

Configuring Attribute custom columns

Menus and labels

Configuring menus

Form assignments

Customizing field labels, tooltips, and captions

Example 1 – Customizing the field labels by object

Example 2 – Customizing the grid captions

Using the Web Label form to customize the labels

Creating extension fields in multiple languages for 1 database

Displaying descriptions in different languages

How does Optiva determine which language to use?

Creating custom queries for object descriptions

Example for custom buttons

XML Import of data to Optiva

Tags for the XML Import file

Components of importing

Process for importing data

Importing XML data

Removing existing values on a replace

Starting the import and viewing the results

Templates for XML files

Rules for the XML file structure

Rules for importing from XML files

Security override

Assigning a master user to override security

Documentation conventions

Import attributes for object tags

Summary of detail tags

Description of detail tags

Importing formulas with sub-formulas

Process for importing formulas with sub-formulas

XML Export of Optiva data

Configuring the XML Export form

Exporting configuration data

Exporting User Groups from Optiva

Exporting Role-based templates from Optiva

Exporting Test Orders and Test Results

Sample XSD file

Conventions in XSD files to prepare for import

Using the Configuration Transporter

Accessing the Configuration Transporter Template

Accessing the Configuration Transporter Tool

Extending and altering objects

Accessing the validation codes

Importing phrases

Configuring Optiva for phrases

Creating phrases

Assigning phrase parameters to a formula

Creating notifications for fields

How are shop calendars associated with tasks?

Hierarchy of shop calendars

Default shop calendars provided by Infor

Components of the shop calendar

Standard work time

Work time overrides

Modifying the Infor shop calendar

Creating a location calendar

Creating location calendars using Save As

Assigning location calendars to a user

Reassigning users to another calendar

Associating a shop calendar with an action set

Calculating the start dates for the first task

Calculating end dates for day duration tasks

Calculating end dates for hour duration tasks

Example for calculating hour duration tasks

Calculating load percentages for users

European General Data Protection Regulation (GDPR)

Finding all references to a user in the Optiva database

Anonymizing all references to the user

Country of origin and allergen sources

Allergen sources parameters

Special characters

Standardization between sites

Optional Functionality

Profile attributes

AltUomGlobalTPVars

Analysis.DetailOrder

Analysis.MaxThreads

AutoQuantitySufficient

AutoSampleTestOrder

AutoUnlockRunTime

CE.GivenName.NumChar

CE.SurName.NumChar

Change.Hist.ShowByUser

Change.Hist.Spec.Add.TpFields

Compare.TPFilter

ConfigTransporter.TemplateValue

CreateObjectBox.CopyMethodRequired

DataLake.ConnectionPoint

DataLake.DataFlow

DataLake.Enabled

DataLake.Push.Span.Minutes

DataLake.Save.Payload.Days

DefaultLanguage

FGuideline.SecurityBypass

Formula.Calc_All_Save_Subformulas

Formula.Explode.Exclude_Classes

FormulaIngredReplace.CommentHistoryDocCode

Formula.Ingr.SubNum_Message

Formula.Ingr.TotalColumns

Formula.Integer_UOM

Formula.Multi_Calc

Formula.Multi_Calc.Exclude_Classes

Formula.Multi_Save

Formula.Multi_Save.Calc_All

FormulaVersionFmt

FWhereUsed.Max_Formulas

Genealogy.CollapseTree

GlobalCalcDisplayFormulaCount

IDM integration with Optiva

ImplicitLocking

ION.AcctingEntity

ION.CostMap.Loc1, ION.CostMap.Loc2

ION.CleanUpDays

ION.FromLogicalID

ION.ImportLogGridSize

ION.Inbox.GroupCode

ION.Inbox.ImportDef

ION.Inbox.LabCode

ION.Results.CleanUpDays

ION.StatusMap.Formula.100

ION.StatusMap.Formula.200

ION.UOMMap.<Symbol>

IONAPI.TenantId

Label.ChildFunc

Label.ChildFunc.EN-US

Label.ChildFunc.FR

Label.ChildFunc.FR-CA

LabelRule.Section.Default

LabelVersionFmt

Label.SectitleEnd

Label.ShowZeroQuantity

Label.SubSectParens

LabelContent.RowTags

Mail.ServerName

Notification.Button

Parameters.AlwaysLeftAlign

ParamGrid.BindView

Prefix.Template

ReportCommandTemplate

SCRIPTLIBRARY.IGNOREERRORS

ScriptTrace.Enable

ScriptTrace.Purge

Security.CreateRules

Security.FailedLoginLimit

Security.PasswordLife

Security.PasswordMinLength

Security.PwdMask

Security.PwdReUsePeriod

ShowSaveAllWarn

Spec.MultiParam

Specification.NoFilter

SpecificationVersionFmt

SubObjectLookup.NoParentLvl

TamperStartDate

TechParam.ConvertAltUOM

ValidConfig.AllowEdit

ValidationPreload

Verify.Formula_Btn

Web.AdminAccess

Web.HideFormulaTree

Web.QuickSearch.Lookup

Web.ShowEnumCodes

Web<Symbol>.CB#

Configuring custom buttons to show a text label

WhereUsed.StatusExclude

WhereUsed.Yield%

Workflow.DefaultAction

Workflow.LaunchSecurityDflt

Workflow.MaxXmlDoc

Obtaining the IDM ION API user credentials for Optiva

Obtaining the IDM Endpoint URL

Obtaining the workflow user credential from ION API

Credentials example

ION API Credential File - Optiva IDM.ionapi

Configuring the Authorization Server for IDM Authentication

Trusting SSL certification (On-Premise)

auto code segment

c_enumerated list

context information

custom configuration

data field label

default security

dependent field

enumerated list

equation function

equation indicator

extension field

form label or form name

function argument

ingredient or item

manufacturing location

manufactured item

miscellaneous code

object security

password security

reference status code

selling location

status information

system configuration

unit of measure

unit of measure type

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