Perception Software Company Confidential

Release Notes

Product Navigation

V 2.3.44

This document contains information that is confidential and proprietary to Perception Software, Inc. This information is supplied for identification, maintenance, evaluation, engineering, and inspection purposes only, and shall not be duplicated or disclosed without prior written permission from an authorized representative of Perception Software. This document and any other confidential information shall not be released to any third party without a valid non-disclosure agreement signed by the third party and an authorized Perception Software representative. In accepting this document, the recipient agrees to make every reasonable effort to prevent the unauthorized use of this information.

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Table Of Contents

1Release Summary

2New Part Request Modules Notes

2.1Ability to launch an Unseeded Part

2.2Agile Instance Authentication

2.3Configuration Enhancements

3Index and Cloud Content Blending

3.1Blending configuration Match Criteria

3.2Blending configuration – Column Views

3.3Data Driven Facets

4In- place Visualization (IPV)

4.1Configuration

5Ticket Summary

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1Release Summary

Version 2.3.4 is a maintenance release. This release provide enhancements in the Optional New Part Creation module, new capability for hover-over visualizations known as “In Place Visulation”, Search facets on free text search results, and blending of indexed data with data retrieved using the option Cloud Content Connector for Silicon Expert. As a maintenance release numerous bugs, and minor enhancements are included.

2New Part Request Modules Notes

The Product Navigation application now allows you to simply ADD? the[DW1] new part request procedure with a form for creating and submitting requests to Agile PLM. After locating a ‘seed’ part using all available search and refinement methods you can launch the request. This request form can be auto-populated based on field values from your Product Navigation index or by results pulled in from the Silicon Expert connector[DW2] (Note, the Silicon Expert connector is sold separately and requires a subscription license form Silicon Experts/Arrow Electronics).

2.1Ability to launch an Unseeded Part

Prior to 2.3.4 all New Part requests had to be seeded with a selection from either the Cloud Content results (Silicon Expert) or from the local index results panel. The create Part form can now be launched from the operations menu.

2.2Agile Instance Authentication

Version 2.3.4 allows the ability to specify system level account for authentication into Agile. This ability is usefull where Oracle OAM or other SSO is mandated in-front of the Agile Webservices. In this case, it may not be possible due to enterprise security policy to connect to the webservices. The recommended approach is to set a system level user which will create the parts on behalf of the actual user.

To set the system level user the following section in the create-parts.xml must be updated:

<host> <authenticationType>SHARED</authenticationType

<username>USERNAME</username>

<password>PASSWORD</password>

sessionTimeout>120</sessionTimeout

</connection>

2.3Configuration Enhancements

The main configuration for Agile Part Request is contained in the file create-part-config.xml. Here is a summary of the configuration elements in this file. Some additional enhancements have been made to support simpler part request forms.

Ability to Set editability of a Fields regardless of how they exist in plm

Static Values – Ability to override field values

Default Values – Ability to have set value when no other input is provided.

3Index and Cloud Content Blending

New in 2.3.4 is a capability to allow the blending of index data with cloud content data on the fly. Using this feature, it is possible to display index values about a part on the same view as the cloud content results, and the cloud content alternate results. This capability requires that one or more fields about the cloud content result will match unique part I the index. If a match is found, then any of the values about the index part can be displayed.

Notice the fields highlighted in red are fields tha are retrieved from the local index. In this example the MPN was used as the matching criteria between the cloud content and the local index.

3.1Blending configuration Match Criteria

Section needs to be added to the ContentProviderView and the AlternatePartsView sections fo the config XML.

DataSourcesdefaultSource="silicon-expert">

LookupKeyprimaryAttr="Manufacturer" matchAttr="mfg_best" />

LookupKeyprimaryAttr="PartNumber" matchAttr="mpn_best" />

</Source>

</DataSources

The above describes how to match records betweent cloud content and the local index, the match criteria is specifies in the lookup key fields.

3.2Blending configuration – Column Views

For each of the ContentProvierView and AlternatePartsView sections, the local index fields can be added to the view and positioned as needed. For fields to be used from the local index, the “sourceId” attribute must match the name specified in the DataSources section

3.3Data Driven Facets

New in 2.3.4 the free-text view will now provide search facets on the left. These may be used exactly has the facets in the catalog views. This will allow better refinement of the results from a free-text view and help minimize the need for users to utilize more complex searchcriteria. Please note to conserver screen space, the collapse expand icon can be clicked to hide the facets panel providing more space for results. No Configuration changes are needed.

4In- place Visualization (IPV)

In place Visualization is a new feature of 2.3.4 which allows customers to create a custom popup view for one or more icons in the search results. Examples may be the customer wishes to display an MCAD model graphic for an item, Or create a custom “datasheet” view. Simply hovering over the configured icon will display the contents of any webpage in a popup dialog.

The customer is responsible for creating the view displayed, and may use any standard web page creation technology.

4.1Configuration

IPV is configured by specifying a new Action definition in the config.xml. The configuration will specify the icon to display, the URL from which to retrieve the report from, and the size of the dialog. Optionally, the user may specify the field names about the current record to pass to the remote application as GET or POST parameters.

Please review the following Article for details in configuring this feature.

5Ticket Summary

Here is a list of the tickets resolved in this release. The R&D ticket number is from a ticket database used by Perception engineering.

3088 / PN 2.3.4 Key Release Objectives / Bug
3129 / Indexer accepting string values in numeric fields / Bug
3114 / PN: IPV - PAssing Thru Formating to Argument / Bug
3082 / IPV - No Action for Null Data Cells / Bug
3225 / Insert NPR regression #3222 into PN 2.3.4 RC / Bug
3233 / Insert #3224 Part Details missing data into RC / Bug
2545 / search for () results in error message / Bug
3038 / GroupBy Column Ordering not following Config.xml / Bug
2974 / Missing SE Configuration in QueryTemplate can result in NPE / Bug
2980 / SESearchByQueryAction.getSEQueryWithQueryTemplate method does not properly parse a single term query. / Bug
3152 / AX - Example IPV "report" server and config / Bug
3115 / SE Panel Exception During Catalog Search / Bug
2992 / REST API - Part Query Null Pointer / Bug
2958 / API - BOM / Whereused Filter criteria / Bug
2972 / NearPart/Find Similar Error / Bug
2547 / Special character - causes error / Bug
2891 / PN: NPR alternates not matching SE Alternate / Bug
2982 / 1/4 Build is not coming up on PN / Bug
2985 / Near part regression / Bug
2995 / PN: IPV - Tool Tip Text Ontop of Popup / Bug
2957 / API - Query based Part API / Bug
2656 / Changing column size on the SE tab produces error with IE 11 / Bug
3071 / regression - free text search drops the user into faceted/catalog search result tab / Bug
2962 / Blending Local and Cloud Content fields / Bug
2672 / PN: NPR functionality improvement - Agile failed login information / Bug
2975 / Near Parts Sub-Search Error / Bug
2984 / Attribute Selection - Search Results View, window close selection [X] causes search result menu to lose focus for tab / Bug
3050 / Should handle additional SE attributes in the response sections that we already process / Bug
3081 / Facet List and Screen realestate / Bug
2947 / NPR if you update a MFG part attribute, you are placed at the beginning of the row after each update / Bug
2847 / AE right click and select define sort settings on "where Used/BOM" tab should execute a command (regression) / Bug
3084 / UI - Alternate theme(s) broken(?) / Bug
2977 / Silicon Expert panel does not update properly when you enter a page number / Bug
2442 / PN: Clicking on Encompass Reporting with no reports continually loads / Bug
2949 / NPR date field update is not retained / Bug
2525 / PN: NPR should include all failed actions on the result tab / Bug
3105 / NPR regression part type is not being automatically set / Bug
2956 / API - Whereused / Bug
3095 / Blank parameters should not appear on sort settings / Bug
3113 / Error: Cannot parse 'doc-type:part AND ()' / Bug
2883 / NPR column width should not overlap/hide the icon or sort options / Bug
3067 / PN 2.3.4 GA Security - Reflected XSS / Bug
3066 / PN 2.3.3 GA Security problem XSS found / Bug
3119 / PN: NPR, invoking NPR without a seed part should allow for editing MFR attributes / Bug
2915 / NPR enhancement to add scroll ability / Bug
2645 / Double quoted search does not seem to return matches / Bug
3078 / PN 2.3.4 seems slower then PN 2.3.3 (GA) / Bug
3139 / NPR menu seed part value undefined when using SE result / Bug
3149 / Column headers don't appear in SE results / Bug
3141 / NPR - Define New MFG Not correctly using Default value / Bug
3137 / User should be able to unselect and leave multilist blank on NPR Part Attribute panel / Bug
3148 / NPR: MFG part number on Manufacturer Parts tab should be editable / Bug
2948 / NPR error when adding a new MFG part when editing values (UoM) / Bug
3106 / NPR menu should not reset part attribute values after generating a new part number / Bug
2544 / Special character / causes error / Bug
3174 / NPR: regression - [New Part] is appearing in the Attachment subpanel instead of new part number / Bug
3180 / NPR: MFG parts alternates mapping is incorrect / Bug
3188 / NPR: Manufacturer Parts section only displays seed part when certain attributes are defaulted / Bug
3178 / NPR: Requirement to have the PN username mapped into an attribute / Bug
3201 / Insert #3169 change into the PN 2.3.4 RC / Bug
3205 / Insert #3183 fixes into PN 2.3.4 RC: DPN properties page no longer groups properties (regression) / Bug
3130 / Index update tool: skip bad records / Enhancement
3060 / Validate CSV of Parts as a new index or as an incremental update to the index / Enhancement
2993 / PN: IPV - Not Adhering to the Formatting described / Enhancement
3061 / Multiple File support for CSV injection into the index / Enhancement
3070 / AX: Automation of Shopping List to ODBC utility / Enhancement
3059 / Consume CSV of Parts as a new index or as an incremental update to the index / Enhancement
2969 / PN: Enable facet filtering with keyword searches / Enhancement
2679 / AX: "Use", Shopping List Export to ODBC database / Enhancement
2517 / In Place Visualization / Enhancement
2826 / PN: In-Place Visualization, middle-man endpoint / Enhancement
2828 / Part preview popup - that will open on OnMouseOver or OnClick event / Enhancement
2940 / Make standard free text search mode configurable / Enhancement
2867 / PN: In Place Visualization / Configuration / Enhancement
2876 / Add additional IPV endpoints with Basic Authentication / Enhancement
2875 / Change configuration / Enhancement
2124 / AX OEM: Find option in BOM / Where Used view / Enhancement
2994 / PN: IPV - Hover action tied to "icon" even after Popup / Enhancement
2965 / PN: As an admin need the ability to push a profile out to all users / Enhancement
3099 / User should be able to cancel Loading distinct values... / Enhancement
2990 / PN: REST API to read shopping list data from ADF / Enhancement
3039 / ADF SQL Script - Delete User and Data / Enhancement
2938 / PN: NPR - extend the Mfr part mappings edit dialog / Enhancement
2978 / Test Automation: unique identifier needed on the right click menu (Result panel) / Enhancement
2963 / Add unique identifier for tabs / Enhancement
2999 / Automation: Shopping List needs a unique indentifier / Enhancement
2998 / Automation: Buttons on welcome screen need location IDs Shopping List and Queries / Enhancement
3000 / Automation Compare Parts window buttons need unique selectors / Enhancement
2961 / Admin Contributed Content / Enhancement
1480 / Thumbnail window images for footprints are still causing circles to be displayed as ovals. / Enhancement
2697 / PN: NPR, need to be able to launch NPR from from the Operation menu / Enhancement
2574 / PN: Extend dynamic servlets api to extract parts data from the index / Enhancement
2946 / NPR enhancement to indicate when a row is editable / Enhancement
2966 / PN: Need to support a URL launch the NPR form / Enhancement
3056 / NPR - Field Configuration Modes / Enhancement
2945 / NPR needs to have editable true or false setting for part attributes / Enhancement
2802 / PN: 2.3.3 NPR, Need ability to filter an attribute from view but still set a default value. / Enhancement
3083 / NPR - Add Visibility attribute to fields. / Enhancement
3128 / NPR menu color change for editability should show through when row is selected / Enhancement
3144 / NPR: When a user updates the Mfg name to be a valid value, the green check should appear immediately / Enhancement
3143 / NPR: User should not be able to click include unless a green check is present / Enhancement
3127 / NPR menu should be consistent with indicating not editable fields with a grey color / Enhancement
2573 / PN:NPR, isAlternate and existsInAgile columns in Manufacturer Parts table in NPR / Enhancement
2954 / Web Services: support for UoM values / Enhancement
2955 / PN: NPR support for UoM values / Enhancement
3154 / NPR color choice for showing not editable should be easier for the user to see / Enhancement
3134 / Automation: NPR login window needs unique identifiers/locators / Enhancement
2549 / Searching for " results in error message / Enhancement
3131 / Automation: SE results need unique identifiers for Manufacturer / Enhancement
3167 / NPR - Ability to set PLM login creds / Enhancement
3086 / NPR - Obtain a list of all values per field / Enhancement
3211 / Insert #3195 change into the PN 2.3.4 RC "Static values in NPR for Manufacturer" / Enhancement
2967 / PN: Need to be able to view index fields in the Silicon Expert results / Enhancement
3047 / SE enhanced view: configuration / Enhancement
3048 / SE Enhanced view: backend logic / Enhancement
3049 / SE Enhanced view: frontend updates / Enhancement
R&D Ticket # / Description / Class
2524 / PN: NPR - Manufacturer Name synonyms / Enhancement
2490 / Multi query template reports / Enhancement
2481 / PN: NPR, ECO Creation, need support for attribute filters / Enhancement
2467 / PN: NPR Change Orders - Affected Item attributes / Enhancement
2436 / NPR: uploading attachments to the Mfr parts (app level) / Enhancement
2430 / PN: NPR, If existing CPN manually specified in Part Attributes form, update form with existing Agile attribute values / Enhancement
2401 / PN: NPR, Need support for Dynamic Attributes / Enhancement
2400 / NPR: verify that required attributes have been set on client side / Enhancement
2399 / NPR: update required attributes in first part create call / Enhancement
2392 / PN:NPR, Pass through any Agile exception to the Results page / Enhancement
2391 / PN: NPR, Creating the new Agile Part using a Map or all attributes with values / Enhancement
2336 / PN: NPR - Change Order UI / Enhancement
2335 / PN: NPR - MCO support / Enhancement
2334 / PN: NPR - Change Orders configuration / Enhancement
2325 / Near Parts: Faceted Search based on seed parts / Enhancement
2273 / Catalog button more prevelent / Enhancement
2268 / Set Default colors to AX Scheme / Enhancement
2225 / NPR, ability to generate configuration file / Enhancement
2220 / PN: enhancement Ability to compare BOMs in main search / Enhancement
2171 / PN: NPR, populate Part Attributes form with SE values / Enhancement
2156 / BOM Find and Filter / Enhancement
2127 / AX OEM: Ability to go back to last view in BOM / Where Used / Enhancement
2123 / AX OEM: Expand all option in BOM / Where Used view / Enhancement
2008 / Oracle ADF database support / Enhancement
1982 / PN: NPR, 2nd request for data in SE environments. / Enhancement
1792 / PN: Incorporate admin.xml into ADF functionality / Enhancement
1760 / Agile connector - add support for attachment urls / Enhancement
1521 / PN: NPR - add wizard page for creating ECO/MCO / Enhancement
1520 / PN: NPR - add wizard page for adding Attachments to new cpn or linked MPN / Enhancement
511 / When adding a part to shopping list from RMB, improve the Shopping List dialog box behavior / Enhancement
427 / Create Part Module / Enhancement
2565 / PN import shopping list returns error / Bug
2564 / PN export shopping list to excel returns error / Bug
2548 / PN: Searching for a part number results in error message to user / Bug
2508 / PN: thumbnails are not being displayed / Bug
2505 / PN 2.3.1: URLs in results tab should be hyperlinked / Bug
2502 / PN: Query suggestor initialization error / Bug
2443 / Thumbnail Preview Column Capability Encodes Full URLs / Bug
2396 / PN: Icons not appearing in search results / Bug
2381 / PN 2.3.1: Unable to scroll down in the Properties tab / Bug
2369 / BOM Export Webservice For "Active" index / Bug
2322 / BOMs unable to expand when traversing up / Bug
2300 / BOM Compare failing on 73-15664-06 at -B0 / Bug
2292 / Compare parts don't work - shows empty grid / Bug
2275 / Initial Focus in Search Box / Bug
2274 / Part properties view - missing value formatting / Bug
2259 / Silicon Expert Pricing Data Not Correctly Handled / Bug
2250 / PN 2.3: Can not add new user using admin panel user management / Bug
2233 / PN 2.3: Logging in as a user that is not in the ADF DB results in confusing error message / Bug
2232 / PN 2.3 Admin panel confirm disable user message should say disable not delete / Bug
2231 / PN 2.3: Search Profile filters should retain their settings / Bug
2224 / PN 2.3: Exporting SE results not working / Bug
2222 / PN 2.3: changing column or sort order should not result in Error: ERROR c.p.p.a.e.s.v.a.SaveGridAction - JSON STRING / Bug
2194 / PN: Part number search suggestion causes suggestion feature to stop working / Bug
2178 / PN 2.3: ADF Database should update search profile when user clicks on "reset search profile" / Bug
2165 / PN 2.3: New user should not be updated in admin.xml / Bug
2143 / PN: Search for BOM_parent:true causes TypeError and (unknown) error / Bug
2038 / AX - Compare BOMs not assembly error but items are marked as assemblies / Bug
2012 / Deleting / Disabling more than one user don't work [Administration -> User Managment] / Bug
1477 / "Sticky" template for Logic Symbol / Bug
1466 / Error when clicking on the DPN that contains a ':' colon to get to the Properties tab / Bug
1459 / Search Suggestions (Category Recommendations) are not taking into effect the current profile filters / Bug

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