AGILE PLM MOBILE 4.0 TIPS & TRICKS FOR ORACLE AGILE...

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888.688.3234 | GOENGINEER.COM AGILE PLM MOBILE 4.0 TIPS & TRICKS FOR ORACLE AGILE PLM A RESOURCE FOR END USERS PLM Mobile for Created by: Brian Gunderson Date: 9/26/2016 Release: 1

Transcript of AGILE PLM MOBILE 4.0 TIPS & TRICKS FOR ORACLE AGILE...

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    AGILE PLM MOBILE 4.0 TIPS & TRICKS FOR ORACLE AGILE PLM

    A RESOURCE FOR END USERS

    PLM Mobile

    for

    Created by: Brian Gunderson Date: 9/26/2016 Release: 1

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    Table of Contents

    Contents What is Agile PLM Mobile? ......................................................................................................................... 3

    What is required to run Agile PLM Mobile? ............................................................................................... 3

    Compatibility of Agile PLM Mobile ............................................................................................................. 3

    Server Patches Required for PLM Mobile 4 ................................................................................................ 3

    Installing the PLM Mobile Application Patch .............................................................................................. 3

    On Linux/Unix/Solaris/AIX Systems ........................................................................................................ 4

    On Windows Systems ............................................................................................................................. 4

    Post Installation Configuration of Agile ...................................................................................................... 5

    SSL and Web Proxy Configuration .......................................................................................................... 5

    Extract and edit the archive files: ....................................................................................................... 5

    Proxy Server ............................................................................................................................................ 6

    Installation Verification ........................................................................................................................... 7

    3D Viewing of Files .................................................................................................................................. 9

    Using the PLM Mobile Application on iOS or Android Devices ................................................................ 13

    Initial Setup on a Mobile Device ........................................................................................................... 13

    Using the PLM Mobile App ................................................................................................................... 16

    Changing the App Settings .................................................................................................................... 18

    Contact Information for Further Assistance ............................................................................................. 18

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    What is Agile PLM Mobile? Agile PLM Mobile is an application you download and install on your mobile device to quickly and easily access PLM data. Users can securely review, respond, and react to a broad range of Agile PLM workflows, change orders, quality issues, CAPA processes, and much more.

    What is required to run Agile PLM Mobile? You must have the patch installed on your Agile server, and have the corresponding application installed on your mobile device.

    Compatibility of Agile PLM Mobile Oracle has certified Agile PLM Mobile to work with the following systems. Here is a compatibility matrix for the application:

    PLM Mobile Version Agile PLM Version IOS Android 4.0 9.3.2, 9.3.3, 9.3.4, 9.3.5 9.x 4.4.x, 5.x

    The Agile PLM Mobile application will work whether your Agile PLM server is running on Windows, Linux, Unix, AIX, or Solaris operating systems.

    Server Patches Required for PLM Mobile 4 There are several prerequisite patches for PLM Mobile, which need to be downloaded from https://support.oracle.com. These are server-side patches that need to be installed prior to installing the actual PLM Mobile 4.0 application on the server. These patches are detailed in the table below. Follow the Read Me instructions included with each patch for installation instructions.

    Agile Version Prerequisite Oracle Patch Number 9.3.2 Patch 18017607 - 9.3.2.0.153 9.3.3 Patch 18017614 - 9.3.3.0.144 9.3.4 Patch 20427868 - 9.3.4.0.2 9.3.5 Patch 23302113 - 9.3.5.0.1, Patch 22894288 9.3.5.0.6,

    Patch 23177608 - 9.3.5.0.11 Once the particular patches for your specific release of Agile have been installed, youll need to download the PLM Mobile 4.0 application patch. This will also be downloaded from Oracle support.

    PLM Mobile Application Patch Oracle Patch Number 4.0 Patch 23211819

    Installing the PLM Mobile Application Patch Once the patches are downloaded from Oracle support, as detailed above, and the prerequisite patches are installed according to the instructions from Oracle, you are ready to install the PLM Mobile application patch. Unzip the file to a local directory on the application server and navigate to that directory.

    https://support.oracle.com/

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    On Linux/Unix/Solaris/AIX Systems Stop the Agile and File Manager services. As the oracle user on the application server (or whatever user account was used for installation)

    $ ./Install.sh

    On Windows Systems Stop the Agile and File Manager services. As a local admin on the application server, open an elevated command prompt to the directory of the unzipped Oracle PLM Mobile patch.

    > Install.bat

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    Post Installation Configuration of Agile

    SSL and Web Proxy Configuration If the Agile PLM application server is using a web proxy or SSL, you will need to update the URLs in the connections.xml file.

    Extract and edit the archive files:

    Linux systems: On the application server, as the oracle user, navigate to the /Install/bin

    directory $ ./ExtractArchive.sh $ mkdir /agileDomain/applications/ExpandedEar/ExpandedAgilers $ cd /agileDomain/applications/ExpandedEar/ExpandedAgilers $ /jdk/bin/jar -xvf ../agilers.war $ vi com.oracle.OPLMM/connections.xml

    Rename all the internal URLs to the external URLs. There will be 5 total. For instance, http://agile11.bgundy.net:7001 becomes https://agile11.bgunderson.com

    These are on line 8, 28, 29, 44, and 57 $ /jdk/bin/jar -uvfM ../agilers.war * $ cd .. $ rm -rf ExpandedAgilers/ $ cd /Install/bin/ $ ./RepackArchive.sh $ rm -rf /agileDomain/servers/ Start Agile

    http://agile11.bgundy.net:7001/https://agile11.bgunderson.com/

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    Windows Systems Make sure that Agile is completely stopped. On the application server, as the oracle user, open an elevated command prompt to the

    /Install/bin directory > ExtractArchive.bat Create a new folder

    /agileDomain/applications/ExpandedEar/ExpandedAgilers Open an elevated command prompt to the newly created directory:

    /agileDomain/applications/ExpandedEar/ExpandedAgilers Using the installed JDK on your system, we will extract the agilers.war file

    > [PATH_TO_JDK]\bin\jar -xvf ../agilers.war For example:

    > C:\Program Files\Java\jdk1.8.0_102\bin\jar -xvf ../agilers.war With a text editor, such as Notepad or Wordpad, open the connections.xml file in the

    com.oracle.OPLMM folder Rename all the internal URLs to the external URLs. There will be 5 total. For instance,

    http://agile11.bgundy.net:7001 becomes https://agile11.bgunderson.com These are on line 8, 28, 29, 44, and 57

    Now repack the agilers.war file. In the same elevated command prompt, type: C:\Program Files\Java\jdk1.8.0_102\bin\jar -uvfM ../agilers.war *

    > cd .. Now close your command prompt and delete the ExpandedAgilers folder. In the first elevated command prompt in the /Install/bin/ directory, run

    the next command. > RepackArchive.bat Delete the /agileDomain/servers/ directory.

    For example: D:\agile\agile934\agileDomain\servers\agile11.bgundy.net-Agile Start Agile

    Proxy Server In order for PLM Mobile to work through a proxy server, you will need to add the proper entries into the configuration on the proxy server. The formatted examples are listed below:

    ProxyPass /agilers http://agile11.bgundy.net:7001/agilers ProxyPassReverse /agilers http://agile11.bgundy.net:7001/agilers

    Restart the proxy services.

    http://agile11.bgundy.net:7001/https://agile11.bgunderson.com/

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    Installation Verification You can check the successful deployment of the PLM Mobile application by bringing up a URL.

    Secure URL https:///agilers/PLMMobileInfo For example https://agile11.bgunderson.com/agilers/PLMMobileInfo

    Internal URL http://:port/agilers/PLMMobileInfo For example http://agile11.bgundy.net:7001/agilers/PLMMobileInfo

    You will be asked to enter your Agile credentials,then be presented with the details:

    https://agile11.bgunderson.com/agilers/PLMMobileInfohttp://agile11.bgundy.net:7001/agilers/PLMMobileInfo

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    You may also check the Help -> About menu inside Agile, which will show the PLM Mobile 4.0 application patch has been installed.

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    3D Viewing of Files PLM Mobile 4.0 has the ability to generate and view 3D CAD files from CATIA, SolidWorks, AutoDesk, etc., when used with Agile 9.3.5. To enable this functionality, launch the Java Client:

    Navigate to Admin -> Server Settings -> Preferences and set the attribute Generate Mobile Viewing Files to Yes.

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    For pre-generation of files: Navigate to Admin -> Server Settings -> Preferences -> General Information and set the

    Thumbnail and Streaming File Pre-Generation field to Enabled.

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    Navigate to Admin -> Server Settings -> Locations -> File Manager -> Advanced. Select the check-box, Enable Pre-Generation by Vue Server.

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    Navigate to Admin -> System Settings -> Viewers and Files -> File Association and check the 3D Viewable column to generate Mobile Viewing Files.

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    Using the PLM Mobile Application on iOS or Android Devices Download the Oracle PLM Mobile application from the Apple AppStore, or Google Play Store, depending on your mobile device. The latest version right now is version 4.

    Initial Setup on a Mobile Device

    Launch the application after its installed and wait for it to load.

    https://appsto.re/us/mpUyO.ihttps://play.google.com/store/apps/details?id=com.oracle.OPLMM

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    You will need to enter the server address for the Agile PLM Mobile installation. This will be either the internal or external SSL URL you configured earlier. You will need to type this in the format: http://server_name:port/agilers or https://server_name/agilers The URLs are case sensitive, so make sure this is typed in correctly with no trailing spaces after the URL.

    For this example, well use the server: https://agile11.bgunderson.com/agilers

    http://server_name:port/agilershttps://server_name/agilershttps://agile11.bgunderson.com/agilers

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    Once it has confirmed the server information, you will need to restart the application.

    Simply closing the application, or going back to your home screen is not sufficient. You will need to open the task manager on your phone or tablet and quit the application. On Apple devices, double click the home button and then swipe up to close the application. On Android devices, hold in the home button, then close the application by clicking the X in the corner. Your specific device may vary from these instructions.

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    Using the PLM Mobile App

    Click on the app to launch it once more. The login screen will appear and, you will need to enter the same credentials you use to login to Agile. *Tech Note* If the user accounts are authenticated against the Agile DB, or integrated with LDAP, the backend authentication is the same as when using the PLM application Web Client or Java Client. There are not separate credentials or authentication sources for the mobile application.

    Once logged in, you will see any pending approvals. Click on any of these to see the details.

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    From inside the item, you can click the various options to get additional detail, such as the Affected Items or Workflow. If you click on the icon in the top right of the screen, you are given the options of Approve, Reject, or Comment.

    If you choose to Approve, Comment, or Reject the item, you are then given the chance to add comments, notify originators, reviewers, or Quality Administrators. The approval and rejection of the items/changes, will require you to enter your approval password.

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    Changing the App Settings

    From the home screen on the PLM Mobile App, you can select the gear icon in the top left, which will show the settings. You can logout, or reset the login server information, if you need to connect to a different PLM system, or swith user accounts. By default, your phone will download the latest relevant data when you login to the app, but you can also syncronize with the Agile PLM server on demand from the settings menu.

    Contact Information for Further Assistance If you need additional help on any of the topics discussed in this document, please contact our team:

    PLM Host Support Email = [email protected] Phone = 801-506-3756

    mailto:[email protected]

    What is Agile PLM Mobile?What is required to run Agile PLM Mobile?Compatibility of Agile PLM MobileServer Patches Required for PLM Mobile 4Installing the PLM Mobile Application PatchOn Linux/Unix/Solaris/AIX SystemsOn Windows Systems

    Post Installation Configuration of AgileSSL and Web Proxy ConfigurationExtract and edit the archive files:Linux systems:Windows Systems

    Proxy ServerInstallation Verification3D Viewing of Files

    Using the PLM Mobile Application on iOS or Android DevicesInitial Setup on a Mobile DeviceUsing the PLM Mobile AppChanging the App Settings

    Contact Information for Further Assistance