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Teamcenter Environment Manager Guide

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0% found this document useful (0 votes)
33 views234 pages

Teamcenter Environment Manager Guide

Uploaded by

Ajay Dhanvi
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

TEAMCENTER

Teamcenter
Environment
Manager ─ Usage
Teamcenter 2406
Unpublished work. © 2024 Siemens

This Documentation contains trade secrets or otherwise confidential information owned by Siemens Industry Software Inc. or
its affiliates (collectively, “Siemens”), or its licensors. Access to and use of this Documentation is strictly limited as set forth in
Customer’s applicable agreement(s) with Siemens. This Documentation may not be copied, distributed, or otherwise disclosed
by Customer without the express written permission of Siemens, and may not be used in any way not expressly authorized by
Siemens.

This Documentation is for information and instruction purposes. Siemens reserves the right to make changes in specifications
and other information contained in this Documentation without prior notice, and the reader should, in all cases, consult
Siemens to determine whether any changes have been made.
No representation or other affirmation of fact contained in this Documentation shall be deemed to be a warranty or give rise to
any liability of Siemens whatsoever.
If you have a signed license agreement with Siemens for the product with which this Documentation will be used, your use of
this Documentation is subject to the scope of license and the software protection and security provisions of that agreement.
If you do not have such a signed license agreement, your use is subject to the Siemens Universal Customer Agreement, which
may be viewed at [Link] as supplemented by the product specific terms
which may be viewed at [Link]
SIEMENS MAKES NO WARRANTY OF ANY KIND WITH REGARD TO THIS DOCUMENTATION INCLUDING, BUT NOT LIMITED
TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT OF
INTELLECTUAL PROPERTY. SIEMENS SHALL NOT BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, CONSEQUENTIAL OR
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[Link]/global/en/legal/[Link]. The registered trademark Linux® is used pursuant to a
sublicense from LMI, the exclusive licensee of Linus Torvalds, owner of the mark on a world-wide basis.

About Siemens Digital Industries Software


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our customers can achieve their full potential.

Support Center: [Link]

Send Feedback on Documentation: [Link]/doc_feedback_form


Contents

Introduction to Teamcenter Environment Manager 1-1

Database configuration
About database configuration in TEM ───────────────── 2-1
Configure the database for Teamcenter Foundation ─────────── 2-1
Rebuilding a Database ──────────────────────── 2-5
Updating a database ───────────────────────── 2-5
Microsoft SQL Server connection ─────────────────── 2-7
Teamcenter Integration Framework datastore ───────────── 2-7
Database User ──────────────────────────── 2-7
Database System User ──────────────────────── 2-8
Locking Mechanism ───────────────────────── 2-8

License management
About license management in TEM ────────────────── 3-1
Configuring FLEX license client ──────────────────── 3-1

Teamcenter Foundation
Installation and upgrade options ─────────────────── 4-1
Media locations ─────────────────────────── 4-2
Identifying the configuration ───────────────────── 4-2
Teamcenter Foundation installation ────────────────── 4-2
Teamcenter Foundation settings ─────────────────── 4-3
Digital signature certificate settings ────────────────── 4-5
Configure the multiplexing proxy (MUX) ──────────────── 4-6
License agreement ────────────────────────── 4-6
Selecting solutions ────────────────────────── 4-6
Selecting features ────────────────────────── 4-7
Teamcenter administrative user ──────────────────── 4-7
Password security ────────────────────────── 4-8
Password security settings ────────────────────── 4-8
Configuring the operating system user ───────────────── 4-9
TcServer character encoding settings ───────────────── 4-9
Creating a volume ───────────────────────── 4-11
TC_DATA proxy setting ──────────────────────── 4-12
Installing database daemons ───────────────────── 4-12
Configuring data ────────────────────────── 4-13
Java path ────────────────────────────── 4-14
Assign volume ─────────────────────────── 4-14
Maintenance ──────────────────────────── 4-14

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Configuration maintenance ───────────────────── 4-15
Selecting a configuration ────────────────────── 4-16
Selecting configuration to remove ────────────────── 4-16
Feature maintenance ──────────────────────── 4-16
Confirm silent distribution file name ───────────────── 4-18
Custom distribution options ───────────────────── 4-18
Message panel ─────────────────────────── 4-19
Confirming selections ──────────────────────── 4-20
Installing features ───────────────────────── 4-20
Teamcenter data directory ────────────────────── 4-20
Volume access ─────────────────────────── 4-21
Teamcenter installation location ─────────────────── 4-21
Selecting data to import ─────────────────────── 4-21
Selecting data to merge ─────────────────────── 4-21
Manage administration data ───────────────────── 4-22
Partial administration data export ────────────────── 4-22
Recovering from a failed Teamcenter installation ─────────── 4-23
Enter Java Runtime Environment location ─────────────── 4-23
Migrating Teamcenter to another JRE ───────────────── 4-23
Uninstall Teamcenter Foundation ────────────────── 4-23
Uninstall Teamcenter ──────────────────────── 4-24
Confirm removal of all Teamcenter data ──────────────── 4-24
Completely uninstall Teamcenter ─────────────────── 4-24
Confirm removal of all Teamcenter software and data ───────── 4-24
Configure the multiplexing proxy (MUX) ─────────────── 4-24
SSL configuration ────────────────────────── 4-25
Media locations ─────────────────────────── 4-25
FOSS media location ──────────────────────── 4-26
Email server settings ──────────────────────── 4-26
Installing Teamcenter from a disk image ─────────────── 4-27
Product Excellence Program ───────────────────── 4-27
AM Read Expression Service settings ───────────────── 4-28
Revision Configuration Accelerator Service settings ────────── 4-29
Configuring a microservices node ────────────────── 4-29
Configuring microservice registry and dispatcher ─────────── 4-30

Microservice framework
Deploying microservices with Docker ───────────────── 5-1
Keystore settings for Microservice Framework ───────────── 5-1
Configure microservice instances ─────────────────── 5-1
Configuring a microservices node ─────────────────── 5-1
Configuring a microservices node ─────────────────── 5-2
Update a microservices node ───────────────────── 5-4
Configuring a microservices node ─────────────────── 5-4
Configure the File Repository microservice ─────────────── 5-6

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Contents

Active Workspace
Artifact Service settings ─────────────────────── 6-1
Teamcenter database server for Active Workspace ─────────── 6-1
Active Workspace translator selection ───────────────── 6-1
Visualization server pool assigner settings ─────────────── 6-1
Visualization server pool assigner settings ─────────────── 6-2
Visualization Server Manager ───────────────────── 6-3
Visualization Server Manager settings ───────────────── 6-4
Visualization Server Manager settings ───────────────── 6-5
Visualization Server Manager settings ───────────────── 6-5
Visualization Server Pool Assigner settings for .NET ─────────── 6-6
Configuring Active Workspace for the .NET web tier ─────────── 6-6
Security keys and cache control settings ──────────────── 6-7
Active Workspace architecture changes ──────────────── 6-8
Active Workspace Gateway settings ────────────────── 6-8
Active Workspace client settings ─────────────────── 6-10
Publish to the Active Workspace Gateway ─────────────── 6-11
Active Workspace Server Extensions settings ───────────── 6-11
Additional settings for Active Workspace Gateway ─────────── 6-12
MBSE Integration Gateway settings ────────────────── 6-12
Active content structure translator settings ────────────── 6-12
CALM integration settings ────────────────────── 6-13
Active Workspace 4GD translator settings ─────────────── 6-13
Custom routes to Active Workspace Gateway ───────────── 6-13
Active Workspace indexer advanced settings ───────────── 6-13
Active Workspace indexer settings ────────────────── 6-14
Indexing Engine configuration ──────────────────── 6-15
Active Workspace indexer type selection ─────────────── 6-16
Indexing Engine user ──────────────────────── 6-16
Microservice Framework requirement ──────────────── 6-16
Gateway Service settings ────────────────────── 6-16
Gateway security settings ────────────────────── 6-17
MATLAB client information ───────────────────── 6-18
Configure the Classification AI microservice ────────────── 6-18
Required microservices ─────────────────────── 6-18
Configuring the Requirements Management microservice ─────── 6-18
Configuring the Requirements Management microservice ─────── 6-19
Configure the GraphQL microservice ───────────────── 6-19
Advanced settings for Active Workspace object data indexer ────── 6-19
Active Workspace object data indexer settings ───────────── 6-20
Active Workspace object data translator settings ─────────── 6-20
Configuring the predictive UI microservice ────────────── 6-21
Connection settings for the predictive UI microservice ───────── 6-21
Configure a database for the predictive UI microservice ──────── 6-22
Database system credentials for the Command Prediction Service ──── 6-26

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Command Prediction Service database settings ──────────── 6-26
Configuring the Command Prediction Service database ──────── 6-26
FTS indexer translators ─────────────────────── 6-27
FTS indexer translator settings ──────────────────── 6-27
Visualization Data Server configuration ──────────────── 6-27

Quick preconfigured installation


About quick preconfigured installation in TEM ───────────── 7-1
Choose a Teamcenter configuration to install ────────────── 7-2
Teamcenter four-tier rich client ──────────────────── 7-3
Teamcenter corporate server and two-tier rich client ────────── 7-4
Teamcenter corporate server and server manager ─────────── 7-6

Business Modeler IDE


Business Modeler IDE templates ──────────────────── 8-1
Database Configuration Change ──────────────────── 8-1
Business Modeler IDE templates ──────────────────── 8-1
Business Modeler IDE client ────────────────────── 8-2
Database Template Summary ───────────────────── 8-2
Database configuration ──────────────────────── 8-2
Updating a database ───────────────────────── 8-3

File Management System


About File Management System installation in TEM ─────────── 9-1
FCC settings ───────────────────────────── 9-1
FCC parents ───────────────────────────── 9-2
Installing FMS server cache ────────────────────── 9-2
FSC cache settings ────────────────────────── 9-3
FSC proxy settings ────────────────────────── 9-5
FSC service – FCC defaults ────────────────────── 9-5
Selecting the FSC deployment model ───────────────── 9-7
FSC service additional sites ────────────────────── 9-7
Adding an external site ──────────────────────── 9-8
Create/Edit remote site ──────────────────────── 9-9
FSC service connections ─────────────────────── 9-9
Rich client FCC parent settings ──────────────────── 9-9
FSC service additional group sites ────────────────── 9-10
Verifying the FSC service ────────────────────── 9-10
FSC client map ─────────────────────────── 9-10
FSC groups ───────────────────────────── 9-11
FSC nonmaster settings ─────────────────────── 9-11
FSC servers ───────────────────────────── 9-11
Specify the user account for the FSC service ────────────── 9-12
FSC service additional group sites ────────────────── 9-12

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Contents

FSC service additional sites ───────────────────── 9-13


Create/Edit FSC client map ────────────────────── 9-13
Create/Edit file store group ───────────────────── 9-14
Create/Edit FSC group ──────────────────────── 9-14
Create/Edit FSC server ──────────────────────── 9-15
File store group ─────────────────────────── 9-16
Scan for sites ──────────────────────────── 9-16
Assign to FSC group ───────────────────────── 9-16
Volume query ─────────────────────────── 9-16
FSC security ──────────────────────────── 9-17
Create/edit remote group site ──────────────────── 9-17
Cloud DSS volume settings ────────────────────── 9-18

Teamcenter client communication system


About Teamcenter client communication system configuration in TEM ── 10-1
Teamcenter client communication system (TCCS) switch ──────── 10-1
TCCS environment settings ───────────────────── 10-1
TCCS forward proxy settings ───────────────────── 10-3
TCCS reverse proxy settings ───────────────────── 10-4
Configuration selection for TCCS ─────────────────── 10-5
Configuring multiple TCCS environments ─────────────── 10-6
TCCS settings for two-tier rich client ───────────────── 10-7
Forward proxy settings for TCCS ─────────────────── 10-9
TCCS client tag filter ──────────────────────── 10-11
TCCS configuration selection ──────────────────── 10-11
Removing a TCCS configuration ─────────────────── 10-12
Kerberos authentication settings ────────────────── 10-12
Secure socket layer (SSL) settings ────────────────── 10-13

Web tier
About web tier installation in TEM ────────────────── 11-1
Java EE web tier ────────────────────────── 11-1
Setting default web server preferences ─────────────────── 11-1
.NET web tier ──────────────────────────── 11-2
Internet Information Services (IIS) settings ───────────────── 11-2
.NET web tier ────────────────────────────── 11-3
.NET web tier advanced settings ───────────────────── 11-4
.NET web tier client integration ────────────────────── 11-6
ASP .NET state service configuration ──────────────────── 11-6

Security Services
Configuring Security Services ──────────────────── 12-1
Configuring Security Services during maintenance ─────────── 12-2
Configuring Security Services for rich client ────────────── 12-3
Configuring Security Services for the rich client ──────────── 12-4

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Key Manager Configuration ───────────────────── 12-4

Server manager
Server manager database configuration ─────────────── 13-1
Server manager cluster configuration ───────────────── 13-4
Configuring the server manager cluster ──────────────── 13-5
JMX configuration for Teamcenter Management Console ──────── 13-5
Configure secure communication for Teamcenter Management Console ─ 13-6
Teamcenter Management Console LDAP Configuration ───────── 13-7
LDAP configuration for server manager ──────────────── 13-8
Installing the server manager ──────────────────── 13-10
Server manager timeout settings ────────────────── 13-13
Uninstalling the server manager database ────────────── 13-15

Dispatcher
About Dispatcher installation in TEM ───────────────── 14-1
Installing Dispatcher ──────────────────────── 14-1
Entering Dispatcher user credentials ───────────────── 14-3
Installing Dispatcher components ────────────────── 14-3
Dispatcher settings ───────────────────────── 14-3
Dispatcher translation service settings ──────────────── 14-4
Dispatcher translation service (additional settings) ────────── 14-5
Selecting translators ──────────────────────── 14-6
Translator settings ───────────────────────── 14-6

Teamcenter Reporting and Analytics


About Reporting and Analytics installation in TEM ─────────── 15-1
Reporting and Analytics install options and general settings ────── 15-1
Reporting and Analytics license server settings ──────────── 15-1
Reporting and Analytics WAR file settings ─────────────── 15-2
Reporting and Analytics license settings ─────────────── 15-3
Reporting and Analytics metadata settings ────────────── 15-3
Reporting and Analytics database selection ────────────── 15-4
Reporting and Analytics WAR and metadata settings ────────── 15-6
Reporting and Analytics authentication settings ──────────── 15-7
Reporting and Analytics WAR SMTP settings ────────────── 15-7
Reporting and Analytics metadata SSO settings ──────────── 15-8
Reporting and Analytics WAR SSO settings ────────────── 15-8
Reporting and Analytics Security Services configuration ──────── 15-9
Reporting and Analytics web parts and services ─────────── 15-10
Reporting and Analytics snapshot migration ───────────── 15-10
Upgrading a copied test environment ──────────────── 15-11

Repeatable Digital Validation

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Contents

Configuring an RDV database ──────────────────── 16-1


Configuring Repeatable Digital Validation ─────────────── 16-3
Database engine selection for Repeatable Digital Validation ────── 16-4

Rich client
About rich client installation in TEM ───────────────── 17-1
Setting two-tier transport mode ─────────────────── 17-1
Two-tier Teamcenter server settings ───────────────── 17-1
Supplying middle-tier server settings ───────────────── 17-2
Two-tier rich client uses TCCS instead of IIOP ───────────── 17-2
Rich client run-time home ────────────────────── 17-2
Rich client two-tier settings ───────────────────── 17-3
Rich client settings ───────────────────────── 17-3
Rich client run-time folder ────────────────────── 17-4

Lifecycle Visualization
About Lifecycle Visualization installation in TEM ──────────── 18-1
Installing the embedded viewer for rich client ───────────── 18-1
Installing the standalone application viewer for rich client ─────── 18-2
Configuring Lifecycle Visualization for Teamcenter ─────────── 18-2

Teamcenter integrations
Team Collaboration Integration settings ─────────────── 19-1
Configuring ERP Connect Toolkit ─────────────────── 19-1
Teamcenter Integration for NX for rich client ───────────── 19-1
Verifying requirements for Teamcenter Excel import ────────── 19-2
iWay integration settings ────────────────────── 19-2
Microsoft Office support for rich client ──────────────── 19-2
Google Online microservice settings ───────────────── 19-2
Teamcenter Client for Microsoft Office installation ─────────── 19-3
Teamcenter Extensions for Microsoft Office ────────────── 19-4
Teamcenter Office Online server settings ─────────────── 19-4
Office Online Server IIS settings ─────────────────── 19-5
Teamcenter Office Online WOPI host settings ───────────── 19-6
Teamcenter Client for Microsoft Office configuration ────────── 19-6
Configuring the Office Online microservice ────────────── 19-7
Workflow to Scheduling Integration settings ───────────── 19-8
Configuring SCM ClearCase Integration ──────────────── 19-8

Multi-Site Collaboration
Installing Multi-Site Collaboration ────────────────── 20-1
Enabling the Teamcenter Enterprise integration for Teamcenter Integration
Framework ────────────────────────── 20-1
Teamcenter Integration Framework settings ────────────── 20-1

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Teamcenter Integration Framework disk image ──────────── 20-1
Event notification system configuration ──────────────── 20-2
Multi-Site IDSM settings ─────────────────────── 20-2
Multi-Site ODS settings ─────────────────────── 20-3

Archive and Restore


Archive: Create Connection ───────────────────── 21-1
Archive: Foundation Database ──────────────────── 21-1
Archive: Multisite Configuration ─────────────────── 21-6
Archive: Multi-Site ODS settings ─────────────────── 21-7
Archive: Multi-Site IDSM settings ─────────────────── 21-8
Archive: Database synchronization check ─────────────── 21-8

Additional features
Configure documentation access ─────────────────── 22-1
Installing CAD-BOM alignment ──────────────────── 22-1
Product Master Management URL and Security Services ──────── 22-2
Product Master Management ──────────────────── 22-3
Configuring Teamcenter Automotive Edition-GM Overlay ──────── 22-5
Embedded Software Solutions for Foundation ───────────── 22-5
Hierarchical storage management (HSM) settings ─────────── 22-6
Manufacturing Process Management options ───────────── 22-6
MATLAB Client Integration ────────────────────── 22-6
NX Graphics Builder installation ─────────────────── 22-6
OData microservice settings ───────────────────── 22-7
Configuring Content Management for rich client ──────────── 22-7
iModel (CALM) bank microservice settings ────────────── 22-7
CALM utility settings ──────────────────────── 22-8
SCM ClearCase for rich client ───────────────────── 22-8
Java EE-based lifecycle interoperability web services ────────── 22-8

Updates Manager
About Updates Manager actions in TEM ──────────────── 23-1
Media verification ────────────────────────── 23-1
Configuration enhancements ──────────────────── 23-1
Updates Manager ────────────────────────── 23-2
Removing backup files ─────────────────────── 23-2
Choosing a patch to apply ────────────────────── 23-2
Choosing an update to apply ───────────────────── 23-2
Supplying information about the updates server ──────────── 23-3
Applying updates ────────────────────────── 23-3
Roll back patches ────────────────────────── 23-3
Cache regeneration settings ───────────────────── 23-4
Enable database changes ────────────────────── 23-4

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Contents

Enable new capabilities ─────────────────────── 23-4

Upgrade
Prerequisite diagnostics ─────────────────────── 24-1
Warnings from diagnostic tests ──────────────────── 24-1
Custom database template ───────────────────── 24-1
Type collision verification ────────────────────── 24-1
Upgrading workflow objects ───────────────────── 24-2
Identify the Teamcenter configuration ──────────────── 24-2
Additional upgrade options ───────────────────── 24-2
Database daemons port check ──────────────────── 24-3
Reporting and Analytics upgrade ─────────────────── 24-3
Repeatable Digital Validation database user ────────────── 24-3
Selecting a Teamcenter configuration to upgrade ─────────── 24-4
New application root directory ──────────────────── 24-4
Old application root ───────────────────────── 24-4
Test environment location ────────────────────── 24-4
Verifying templates and features for the test environment ─────── 24-4
Upgrade information ──────────────────────── 24-5
Upgrade database features ───────────────────── 24-5
Volume Migration ────────────────────────── 24-6

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12 Teamcenter Environment Manager ─ Usage, Teamcenter 2406
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1. Introduction to Teamcenter Environment
Manager
Teamcenter Environment Manager (TEM) is an installation wizard that installs, upgrades, and updates
Teamcenter configurations. For each installation step, TEM displays a panel requesting information from
the installer. Each panel provides online help that describes the content of the panel. To view the online
help for a given panel, click the help button .

This guide contains all online help displayed in the TEM user interface, organized for reference from the
Teamcenter online help collection. Online help topics for TEM panels are organized by features (such as
File Management System) and general configuration areas (such as Database configuration). Because of
this organization, the sequence of TEM help topics differs from the sequence of panels displayed in TEM.

This guide contains TEM help topics included in the Teamcenter software kit.

The first TEM panel displayed during Teamcenter installation is the Install/Upgrade Options panel.

Install/Upgrade Options panel

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1. Introduction to Teamcenter Environment Manager

From this panel, you choose whether to create a new installation or upgrade an existing installation.
Quick preconfigured installation offers common Teamcenter server and client configurations you can
install quickly, and then update features or settings later.

You can also create a silent distribution, a Teamcenter configuration with preselected features you can
install on other hosts with minimal user interaction, or a compact distribution, a Teamcenter installation
package that contains only selected features and is therefore smaller and more easily distributed than a
full Teamcenter software kit.

When you launch TEM from an installed Teamcenter home directory, the first panel displayed is the
Maintenance panel.

Maintenance panel

From this panel, you can perform maintenance on your Teamcenter configuration, such as adding
or removing features, changing FMS settings, or even uninstalling a configuration, by selecting
Configuration Manager.

To apply patches to a Teamcenter configuration, choose Updates Manager.

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Note:
Some panels are not displayed in all platforms. Some features are not available on all platforms.

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1. Introduction to Teamcenter Environment Manager

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2. Database configuration
About database configuration in TEM
The following TEM help topics describe panels that allow you to create and configure databases for
Teamcenter. For more information about creating and configuring Teamcenter databases, see the
appropriate server installation guide (for Windows or Linux) or see the System Administration guide.

Configure the database for Teamcenter Foundation


In this step, you provide the information that Teamcenter requires to connect to the Teamcenter
Foundation database. The contents of this panel depend on your selection in the Foundation panel.

Prerequisites:

• You must install a database server. Teamcenter supports Oracle and Microsoft SQL Server databases.

• If you use Oracle, you must create a database instance, either a specific instance configured for
Teamcenter or a multipurpose instance to be configured in this step.

References:

For information about installing a database server and configuring databases for use with
Teamcenter, see the Teamcenter Installation on Windows Using TEM and the Teamcenter
Installation on Linux Using TEM available in the Teamcenter documentation.

In the Data Directory box, enter a location for the Teamcenter data directory (TC_DATA). TEM creates
shared data subdirectories and files in this location.

In the Database Server box, select your database vendor (Oracle or Microsoft SQL Server).

Enter the following database configuration values, depending on the database vendor you select.

Oracle database server values

Value Description

Host Specifies the name of the host on which the Oracle server runs.
This host must exist, and the Oracle server must be installed.

Service Specifies the name of the service for the Oracle instance.
The service name was determined when the Oracle server was
installed.

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2. Database configuration

Value Description

Port Specifies the number of the port on which the Oracle server listens.
The port number was determined when the Oracle server was
installed.

User Specifies a database user name:

• To connect to an existing database configured for use with


Teamcenter, enter the name defined for a database user when the
database was configured.

• To create and configure a database for use with Teamcenter, enter


the name of the database user you want to create.

Password Specifies a database password:

• To connect to an existing database configured for use with


Teamcenter, enter the password defined for the database user when
the database was configured.

• To configure a new database for use with Teamcenter, enter a


password for the database user you are creating.

If you chose to create a new database instead of using an existing database, provide the following
values:

System User Specifies a user name of the Oracle system administrator account. The
default value is system.

Password Specifies a password for the Oracle system administrator account.

Caution:
The password must not be empty nor contain any whitespace
characters such as space, tab, newline, carriage return, form
feed, or vertical tab.
In addition, the password must not contain any of the following
characters:

!@$%=&'"^:;._<>(){}

Database Path Specifies the location of the tablespaces for the


Teamcenter database on the Oracle server. This is typically
ORACLE_HOME\oradata\Oracle_SID (on Windows systems) or
ORACLE_HOME/oradata/Oracle_SID (on Linux systems).

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Configure the database for Teamcenter Foundation

Value Description

Note:
The Database Path must exist and you must have write
permission to the directory.

Data Directory Specifies the path to the Teamcenter data (TC_DATA) directory.
This value is stored in the TC_DATA variable in your Teamcenter
configuration. TEM creates shared data subdirectories and files in this
location. Each data directory is associated with a single database user
within a database instance.

Note:
Do not create a TC_DATA variable in the system environment.
TEM sets this variable as required in Teamcenter scripts. Setting
this variable in the operating system causes conflicts if you
install more than one configuration.

Enable TCPS If you want to use secured communication with the database using
secure TCP (TCPS), select the Enable TCPS check box, and then enter
the following values.
If you do not select this check box, Teamcenter uses TCP by default.

Wallet Location Specifies the location of the secure wallet that stores CA certificates.
This is the Oracle auto_login wallet configured on the file system. The
user under which the deployer is triggered should have read access to
this folder.

SSL Version Specifies the installed TLS version.

Microsoft SQL Server values

Value Description

Instance If you connect to Microsoft SQL Server using a named instance, select this
option and enter the instance name you defined when you installed MS
SQL Server.

Port If you connect to Microsoft SQL Server using a specific port, select this
option and enter the port number you specified when you installed MS
SQL Server.

Login Name Specifies a database user name:

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2. Database configuration

Value Description

• To connect to an existing database configured for use with Teamcenter,


enter the name defined for a database user when the database was
configured.

• To create and configure a new database for use with Teamcenter, enter
the name of the database user you want to create.

Login Password Specifies the password for the database user:

• To connect to an existing database configured for use with Teamcenter,


enter the password defined for the database user when the database
was configured.

• To configure a new database for use with Teamcenter, enter a password


for the database user you are creating.

Database Name Specifies the name of the MS SQL Server database.


The database name was determined when database was created.

If you chose to create a new database instead of using an existing database, provide the following
values:

System User Specifies the user name of the SQL Server system administrator account.
The default value is sa.

Password Specifies the password for the SQL Server system administrator account.

Caution:
The password must not be empty nor contain any whitespace
characters such as space, tab, newline, carriage return, form feed,
or vertical tab.
Make sure the password does not contain space characters or any of
the following characters:

!@$%'": ;.<>(){}

Database Path Specifies the directory in which to create the Teamcenter database on the
SQL Server server.

Collation Specifies the collation used by the Teamcenter database on the Microsoft
SQL Server server. Collation defines the alphabet or language whose rules
are applied when data is sorted or compared.

Enable UTF-8 Specifies whether to enable support for UTF-8 encoding in the
Teamcenter database.

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Rebuilding a Database

Value Description

Microsoft SQL Server does not provide native support for UTF-8. The
Enable UTF-8 option enables the Teamcenter server to convert character
encoding to and from UTF-8 when interacting with the database.
For information about configuring your Teamcenter host to support
UTF-8, see the Teamcenter installation guides for Windows and Linux.

Data Directory Specifies the path to the Teamcenter data (TC_DATA) directory.
This value is stored in the TC_DATA variable in your Teamcenter
configuration. TEM creates shared data subdirectories and files in this
location. Each data directory is associated with a single database user
within a database instance.

Note:
Do not create a TC_DATA variable in the system environment. TEM
sets this variable as required in Teamcenter scripts. Setting this
variable in the operating system causes conflicts if you install more
than one configuration.

Rebuilding a Database
This panel displays a list of templates to be applied when TEM rebuilds the database. The Installed
Templates table shows templates that have been applied to the current database.

The Candidate Templates table shows the latest templates available to apply when rebuilding the
database. Select the candidate templates you want to apply to the database.

Note:
You cannot select templates that were not previously installed. In the Candidate Templates table,
you can only select templates listed in the Installed Templates table.

To locate additional candidate templates, click Browse. TEM searches for .zip files that contain
Teamcenter templates. For example, the Teamcenter Foundation template, foundation_template.xml,
is in the file foundation_template.zip.

Updating a database
This panel allows you to apply updated database templates when performing maintenance on your
Teamcenter configuration.

The database update mode depends on the option you select under Teamcenter Foundation in the
Feature Maintenance panel:

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2. Database configuration

• Update Database (Full Model)

Updates the database with Business Modeler IDE templates that contains all the custom data model,
including schema items such as business objects and classes.

• Update Database (Perform Live Updates)

Updates the database with live update templates that contain only nonschema data such as LOVs and
rules.

The template list shows currently installed templates. If a template is present and is the correct version,
the Status column displays a checkmark icon for that template.

To query the database for installed templates and refresh the list of templates, click Refresh.

Full model updates

To add a template to the list, or to update an existing template, click the Browse button to navigate
to the directory where your packaged template files are located. Select the updated feature_template-
[Link] file.

The Status column displays a refreshed status icon for templates to be refreshed.

Note:
• You can also update a template using the tem command line utility, for example.

tem -update -full -templates=template-name-1,template-name-2 -path=location-of-template-files


-pass=password

• If you are fixing a COTS template (for example, the Foundation template) using a new template
file provided in a patch, you must copy the template's feature_template-[Link] and the
template-name_install.zip files to the same temporary directory containing the new template-
name_template.zip file.

For more information about packaging template files and updating database templates, see BMIDE for
Data Model Design.

Live updates

Click the Browse button to navigate to the directory where your packaged template files are located.
Select the updated template-name_template_live_update.zip file.

Select the template in the table to receive live updates, and then click Next to proceed with the update.

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Microsoft SQL Server connection

Note:
The system checks if the live update project is synchronized with the server. If there is data on the
server that is not in the live update project, the update fails. You must synchronize the data model
from the Business Modeler IDE, repackage, and attempt the update once more.
If installation of the live updates fails, check the message in the TEM panel. Installation may
have failed because the server you are attempting to install to does not have the Live Update
preference set to accept live changes. In this case, you must ask the administrator of that
production server to change the preference to accept the live updates.

For more information about live updates, see BMIDE for Data Model Design.

Microsoft SQL Server connection


In this step, you specify whether your Microsoft SQL Server server is accessible through a named
instance or a port. Select the appropriate option and type the name of the instance or the port your
server uses.

Teamcenter Integration Framework datastore


This panel displays the contents of the Teamcenter Integration Framework datastore. Modifications may
be made to this datastore for the purpose of tracking status of Teamcenter Integration Framework's
Business Modeler IDE extension actions on the Teamcenter Integration Framework.

A new Teamcenter Integration Framework datastore with the same structure as its Teamcenter
counterpart must be created to store tracking entries.

After checking entries on the Teamcenter side, the Teamcenter Integration Framework daemon checks
the datastore entries to complete synchronization between a Teamcenter instance and its corresponding
instance.

For more information on Teamcenter Integration Framework, see the Teamcenter Integration Framework
help collection available on the Siemens Digital Industries Software Support Center.

Database User
In this step, you specify the user name and password for the Teamcenter database user.

Value Description

User Specifies the user name for the database user account.

Password Specifies the password for the database user account.

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2. Database configuration

Database System User


In this step, you specify the user name and password for the database system user.

Value Description

User Specifies the user name for the database system user
account.

Password Specifies the password for the database system user


account.

Locking Mechanism
In this step, you choose whether to enable the enhanced database locking mechanism.

Enhanced locking executes locks in groups instead of in series like Teamcenter's default locking behavior.
Applying enhanced locking requires additional time during initial upgrade or patching. However, during
runtime, enhanced locking reduces numbers of SQL calls, improving network performance.

If you want to enable this feature, select the Enable enhanced locking check box.

Note:
If you want to enable enhanced locking outside of TEM to save time during installation, you can
enable it by executing the following commands as a Teamcenter administrator in a Teamcenter
command prompt:

install -disable_lock_serialization -u=username -pf=password-file-path -g=dba


install -set_pom_param -u=username -pf=password-file-path -g=dba
POM_ENABLE_LOCK_SERIALIZATION NULL

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3. License management
About license management in TEM
The following TEM help topics describe panels in which you enter Teamcenter license settings.

Information about configuring the Teamcenter licensing client is available in Teamcenter Installation
on Windows Using TEM and Teamcenter Installation on Linux Using TEM. Information about managing
Teamcenter licenses is available in System Administration.

Information about installing the Siemens Digital Industries Software Common Licensing Server is
available in the Licensing Server documentation in the product download page on Support Center.
This documentation is available under Siemens PLM Licensing→Product updates→Documentation.

See also the Siemens Digital Industries Software licensing frequently asked questions:

[Link]

Configuring FLEX license client


In this step, you configure the Teamcenter FLEX license client to provide license authorizations for
Teamcenter and NX.

Prerequisite:

The Siemens License Server (ugslmd) must be installed and configured.

Information about installing the license server is available in the Siemens License Server
documentation on Support Center.

Add the port and host values of the Siemens License Server to the table of license servers.

To add a license server to the list, click Add. TEM adds a row to the table of license servers. Double-click
the Port or Host boxes to enter the host name and the port for the host serving the Teamcenter license
file.

To modify a value in the table, double-click the box and enter the new value.

To remove a server from the table, select the row and click Delete.

TEM stores the license server host and port values in the SPLM_LICENSE_SERVER environment variable
on the local host.

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3. License management

Note:
If you set the SPLM_LICENSE_SERVER environment variable before launching TEM, the table of
license servers is prepopulated from the value of this variable.

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4. Teamcenter Foundation
Installation and upgrade options
In this step, you begin a Teamcenter installation or update. Click one of the following buttons.

Button Description

Install Creates a new installation of Teamcenter. This option allows


you to select and configure features before you begin
installing.

Quick Preconfigured Install Installs one of several predefined common Teamcenter


configurations that require minimal user input to install. You
choose a configuration in the next panel.

Upgrade Upgrades an existing installation of Teamcenter.

Updates Manager Installs Teamcenter updates and patches.


This button is available only when you launch TEM from an
update software kit.

Create environment for upgrade Specifies you want to create a copy of a production
testing environment for performing upgrade testing.

Create custom distribution Specifies you want to create a silent distribution or


a compact distribution for simplified deployment of
Teamcenter configurations.

If you want to add a new Teamcenter configuration to an existing Teamcenter installation, launch
Teamcenter Environment Manager (TEM) from the location of the Teamcenter installation, not from the
Teamcenter software kit.

Note:
• A Teamcenter configuration is a collection of features associated with one Teamcenter data
directory. The collection of configurations that share the same Teamcenter application root
directory is a Teamcenter installation.
When you install Teamcenter executables using TEM from the software kit, you create the first
configuration.

• A silent distribution is a configuration file you can use to install Teamcenter silently (without
user interaction) on another host. A compact distribution is an installable package with a
selected subset of Teamcenter client features. It is much smaller than a full Teamcenter software
kit and is more easily distributed to multiple hosts in an organization.

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4. Teamcenter Foundation

• The Quick Preconfigured Install button is not available if you select the Create custom
distribution check box.

For information about issues that may affect Teamcenter installation or update, see the README file that
accompanies the software kit.

Media locations
In this step, you specify locations of Teamcenter software.

Value Description

Update Location Specifies locations of software kits for Teamcenter product


updates and optional asynchronous products. TEM applies
updates during the Teamcenter installation or upgrade.
You can specify multiple update locations. Click Browse
to add an update location to the list, or click Remove to
remove an update location.

Note:
TEM applies updates in the order you specify. If updates contain different versions of the same
software component, the update closest to the bottom of the list takes precedence. To change the
order in which updates are applied, select an update in the list and click Shift Up or Shift Down.

Identifying the configuration


In this step, you uniquely identify this configuration of a Teamcenter installation.

Tip:
Record the name. To modify or uninstall this configuration, you must select the configuration ID
from a list displayed by Teamcenter Environment Manager.
A Teamcenter configuration is a collection of features associated with one Teamcenter data
directory. A Teamcenter installation is a collection of Teamcenter configurations that share the
same Teamcenter application root directory.

Teamcenter Foundation installation


In this step, you choose how you want to configure the database and data directory for the Teamcenter
server. Select the option that best suits your needs.

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Teamcenter Foundation settings

Teamcenter Foundation settings


In this step, you provide additional settings for Teamcenter Foundation.

These settings include the creation of transient volumes on the local host.

A transient volume is an operating system directory controlled by Teamcenter and used to store
temporary data for transport of reports, PLM XML data, and other nonvolume data between the
enterprise tier and client tier in a deployment of the four-tier architecture. All four-tier clients accessing
this installation of Teamcenter use this transient volume.

Note:
Two-tier clients do not use this transient volume, using instead a temporary directory on the
client host that is defined either by the start_server script or by the Transient_Volume_RootDir
environment variable on the client host.

If you plan to install another Teamcenter data server for the database you are populating, but the host is
on a different platform, you must:

1. Specify the location of the transient volume for each platform on this panel.

For example, if the local host is a Windows-based system, and you intend to install a Teamcenter
data server for this database on a Linux-based system, specify the transient volume location for the
additional host as well as the local host.

2. If you do not specify an existing directory for the additional Teamcenter data server, manually
create the location for the transient volume.

References:

• For more information on deploying Teamcenter on heterogeneous platforms, see Teamcenter


Installation on Linux Using TEM and Teamcenter Installation on Windows Using TEM.

Value Description

Transient Volume
Directories

Windows clients Specifies the full path to a directory to act as the transient volume
when the host is Windows-based. The operating system user running
the FSC and Teamcenter server processes must have a minimum of
read and write privileges for this directory. This field must contain a
value.
If this directory does not exist, Teamcenter Environment Manager
creates it if the local host is Windows-based.

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4. Teamcenter Foundation

Value Description

Tip:
• If you are deploying the two-tier architecture, accept the
default value.

• If the local server is Linux-based, and you do not intend


to install a Teamcenter data server for this database on a
Windows-based system, accept the default value.

• If the local server is Linux-based, and you intend to install a


Teamcenter data server for this database on a Windows-based
system, either enter the path to an existing directory on the
Linux system or record the path you enter (you must create
this directory manually).

Linux clients Specifies the full path to a directory to act as the transient volume
when the host is Linux-based. This field must contain a value.
If this directory does not exist, Teamcenter Environment Manager
creates it if the local host is Linux-based.

Tip:
• If you are deploying the two-tier architecture, accept the
default value.

• If the local server is Windows-based, and you do not intend to


install a Teamcenter data server for this database on a Linux-
based system, accept the default value.

• If the local server is Windows-based, and you intend to install


a Teamcenter data server for this database on a Linux-based
system, either enter the path to an existing directory on the
Linux system or record the path you enter (you must create
this directory manually).

Generate server cache Specifies that you want to generate a shared server cache. If you select
this option, TEM runs the generate_metadata_cache utility at the
end of the install, upgrade, or update action. This option reduces
Teamcenter memory consumption by moving metadata to shared
memory. Types, property descriptors, and constants are placed in a
shared cache that is shared by all Teamcenter server instances.
This option is selected by default in a Teamcenter server installation.

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Digital signature certificate settings

Value Description

For more information about managing shared server cache, see the
System Administration guide.

Generate client cache Specifies that you want to generate a cache of data that rich clients can
download once at initial logon and then reuse on the client host. This
option reduces server demand, reduces startup time, and improves
overall performance. When this option is selected, TEM generates the
client cache at the end of the install, upgrade, or update action. If you
clear this option, but a client cache already exists, the old client cache
is deleted.
This option is selected by default in a Teamcenter server installation.

Production Environment Specifies this environment is to be used as a live environment where


you will store your product data.

Test Environment Specifies this environment is to be used for development, testing,


or training. Selecting Test Environment enables the bulk loader
tool to copy data from another environment (such as a production
environment) into this test environment.

Note:
If you designate this environment as a test environment, the
designation cannot be changed. Additionally, a test environment
cannot participate in Multi-Site sharing with a production
environment.
For more information, see Copying product data to test
environments in Teamcenter Data Exchange.

For additional advanced options, click the Advanced button.

Digital signature certificate settings


In this step, you import and select certificates from the file system for digital signature. To add a
certificate, click Add, and then select the certificate.

When applying digital signatures, Teamcenter takes the user's private key (typically from the PKI card) to
encrypt the signature so that it cannot be tampered with. After that signature is applied to the object,
the system reads the encrypted signature to verify the signature is valid. In order to verify the encrypted
signature, the system must have the root and intermediate certificate authority (CA) files.

Each user certificate (PKI card) has a chain of certificate authorities behind it. These certificate authorities
can be found by opening the user's certificate in Windows and clicking the Certification Path tab. The

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4. Teamcenter Foundation

certificate authorities should already be installed on the client host so that the web browser on that
machine recognizes the user's certificate.

If not directly available, the certificate authorities can be exported through the Internet Options dialog
box in the Microsoft Windows control panel. These files can then be imported into Teamcenter.

The certificates thus imported to Teamcenter are available as named references to the dataset with name
__DigitalSignature_Certificates. If a new certificate needs to be added, or an existing one needs to be
removed after installation, it can be done by modifying the named references of this dataset in the rich
client. Database administrator (dba) privileges are required to make these changes.

Configure the multiplexing proxy (MUX)


In this step, you configure the multiplexing proxy (MUX) for the enterprise tier in Teamcenter.

Value Description

Port Specifies the TCP/IP port on which the MUX listens for
web tier requests. This is the Jetty server connector port.

TECS Admin Port Specifies the port used by the Teamcenter Enterprise
Communication System (TECS).

The MUX listens on a single port for incoming requests from the web tier, forwarding those requests
to an appropriate Teamcenter server using operating system named-pipe communication protocol, and
then streaming the response back to web tier. The MUX runs as an application within the Teamcenter
Enterprise Communication System (TECS). The TECS container is based on the Teamcenter client
communication system (TCCS) container used in the client tier.

License agreement
In this step, you read and accept the Siemens Digital Industries Software license agreement.

Read the license agreement, then choose the option to accept the license agreement to continue with
Teamcenter installation.

Selecting solutions
In this step, you optionally choose solutions to install in your Teamcenter configuration.

Solutions are preselected groups of features that provide starting points for recommended Teamcenter
configurations. You can add features or deselect features in the Features panel in Teamcenter
Environment Manager (TEM). For information about a solution, point to the solution name in the list.
TEM displays a description.

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Selecting features

Selecting features
In this step, you select features to include in your Teamcenter configuration or deselect features to
remove them from your configuration. Features are grouped by related functionality.

For information about a feature, point to the feature name in the list. TEM displays a description of the
feature.

To search for a feature by name, enter a keyword in the Search box, then click the search button. To see
the next search result, click the search button again.

Note:
• Some features are disabled because they require other features. To enable a feature, select its
prerequisite features. For information about feature prerequisites, see the feature description.

• Some features cannot be installed in the same configuration, so selecting one disables the
other.

If this is a new installation, enter the directory in which you want to install Teamcenter in the
Installation Directory box. Specify a directory that does not exist. Teamcenter Environment Manager
(TEM) creates the directory you specify.

If this is a new Teamcenter configuration, or if you are adding or removing features from an existing
configuration, you cannot change the installation directory. TEM creates the new configuration using the
same installation root directory.

Teamcenter administrative user


In this step, you enter logon information for the Teamcenter administrative user account.

Teamcenter provides an administrative user account named infodba for use during installation.
Teamcenter Environment Manager automatically creates this account when you install Teamcenter on
a server machine. This account is used by the Teamcenter administrator to access Teamcenter system
administration functions to perform setup and maintenance tasks. You create a password for this
account during Teamcenter installation.

Box Description

User Specifies the user name of the default Teamcenter administrative user
account. During installation, this value is set to infodba.

Password Specifies the password for the default Teamcenter administrative user
account. Type a password for this account.

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4. Teamcenter Foundation

Box Description

Caution:
The password must not be empty nor contain any whitespace
characters such as space, tab, newline, carriage return, form feed,
or vertical tab.
In addition, the password must not contain any of the following
characters:

!@$%=&'"^:;._<>(){}

Caution:
Never use the infodba user to create working data or initiate workflow processes. The infodba
user is to be used only for certain tasks during Teamcenter installation. Using this account to
create data or initiate workflow processes can cause unexpected and undesirable behaviors.
If you require a user with high-level privileges to create data, create a new user and grant database
administrator privileges to that user.

Password security
In this step, you specify where to store encrypted passwords for Teamcenter users.

Value Description

Administrative Password Directory Specifies the path to the directory that contains the
password files. Teamcenter Environment Manager (TEM)
locks access to the password directory to all users except
the operating system user performing the installation.

For more information about storing encrypted passwords, see Encrypt a password file for use by
daemons.

Password security settings


In this step, you specify where to store encrypted passwords for Teamcenter users.

Value Description

Administrative Password Directory Specifies the path to the directory that contains the
password files. Teamcenter Environment Manager (TEM)

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Configuring the operating system user

Value Description

locks access to the password directory to all users except


the operating system user performing the installation.

List of Known Users Specifies a list of known Teamcenter users who can access
security settings.

For more information about storing encrypted passwords, see Encrypt a password file for use by
daemons.

Configuring the operating system user


In this step, you configure the operating system logon account for Teamcenter services. This account
represents a responsibility rather than a person. All Teamcenter services run on the server as this user
account. It is also the logon account Teamcenter administrators use to install and update Teamcenter.

Prerequisite:

You must define the logon account (user name and password) in the operating system with
administrator privileges. This account can have any name and password. For Windows systems, this
account must have administrator privileges and be granted the Log on as service right.

Note:
If you did not log on to this account to install Teamcenter, cancel the current installation and
restart it using this user account.

Value Description

User Specifies the operating system user name defined to run Teamcenter
services.

Password Specifies the password defined for the Teamcenter services user name.

TcServer character encoding settings


In this step, you specify settings for character encoding in your Teamcenter rich client installation.

Value Description

Canonical Name Specifies by canonical name of the character encoding set the rich client
uses to access the database.

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4. Teamcenter Foundation

Value Description

Caution:
To prevent data corruption, this character encoding set must match
the encoding set used by the Teamcenter database.

Choose an appropriate value for your locale. Some values for Teamcenter
are as follows:

• Unicode UTF-8: UTF8

• Chinese (Simplified): GBK

• Chinese (Traditional): Big5

• Czech: Cp1250

• English: ISO8859_1

• French: Cp1252

• German: Cp1252

• Hebrew: ISO8859_8

• Italian: Cp1252

• Japanese: SJIS

• Korean: Cp949

• Polish: Cp1250

• Portuguese (Brazilian): Cp1252

• Russian: Cp1251

• Spanish: Cp1252

The values specified in this field and the Description field are a pair:
when you select a value for this field, Teamcenter Environment Manager

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Creating a volume

Value Description

automatically selects and displays the correct value in the Description


field.

Description Specifies by description the character encoding set the rich client uses to
access the database.
The values specified in this field and the Canonical Name field are a pair:
when you select a value for this field, Teamcenter Environment Manager
automatically selects and displays the correct value in the Canonical
Name field.

Creating a volume
In this step, you create a volume, a directory that stores files managed by Teamcenter. A Teamcenter
volume is controlled by one, and only one, database.

When you create or populate a database during a Teamcenter installation, you must create a volume for
it. This requires an FMS server cache (FSC) that creates and serves default volumes. The volume can be
created while installing a Teamcenter corporate server or a volume server.

You can optionally use Teamcenter Environment Manager to create additional volumes for a database:

• When you install the Teamcenter application directory but point to a Teamcenter data directory in
another installation

• When you install Teamcenter and create a new data directory for an existing database

Additional volumes created using Teamcenter Environment Manager are not populated.

Teamcenter administrators can also use the rich client Organization application to create additional
volumes for a database.

Reference:

• For information about creating volumes using the rich client user interface, see Organization
Management Using Groups, Roles, and Users.

Value Description

Name Specifies the name of the volume directory.

Directory Specifies the path to the volume directory.

Serving FSC These fields are displayed if your configuration does not include an
FMS server cache (FSC).

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4. Teamcenter Foundation

Value Description

FSC Deployment Model Specifies the FMS server and volume model deployment model you
want to use. Select a model from the list.

FSC ID Specifies the ID of the FMS server cache (FSC) for the volume.
This value is needed only if you specify Simple Model in the FSC
Deployment Model box.

FSC Host Name Specifies the host name of the host on which the FSC resides.

FSC Port Specifies the port the FSC uses.

If you define an FSC in the current Teamcenter configuration, the default values in the Serving FSC
fields are populated with the values from that FSC. If you create a volume as part of a corporate
server installation, TEM installs the FSC before Teamcenter Foundation to enable Teamcenter to create
volumes.

TEM validates the FSC settings by attempting to connect to the specified host and port, and adds the
specified FSC specified to the FMS_BOOTSTRAP_URLS preference in the new database after population.

TC_DATA proxy setting


This panel displays the TC_DATA proxy path. Teamcenter stores files for selected services in this location.
This value is display-only.

Installing database daemons


In this step, you install optional database support services. Although the database daemons are
optional, installing them is required to activate the Teamcenter Subscription Administration application
and the notification of late tasks in the workflow applications and to tessellate UGMASTER and
UGALTREP datasets to JT datasets for use with Repeatable Digital Validation (RDV) and the Design
Context application.

References:

• For general information about configuring database daemons, see the System Administration guide.

• For information about configuring tessellation for Repeatable Digital Validation and the Design
Context application, see Design Context.

• For information about the Subscription Administration application, see Subscription Administration.

• For information about late task notification, see Workflow Designer on Rich Client.

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Configuring data

Value Description

Install Action Manager Specifies that you want to install the service that monitors the database
Service for the creation of action objects and dispatches events that have a
specific execution time and events the Subscription Manager daemon fails
to process.
Installing the Action Manager service is required to enable the Teamcenter
Subscription Administration application.
If you install the Action Manager service, you must also install the
Subscription Manager service.

Install Subscription Specifies that you want to install the service that monitors the database
Manager Service event queue for the creation of subscription event objects.
Installing the Subscription Manager service is required to enable the
Teamcenter Subscription Administration application.
If you install the Subscription Manager service, you must also install the
Action Manager service.

Install Task Monitor Specifies that you want to install the service that checks user inboxes for
Service tasks that have passed due dates, notifies the delegated recipients, and
marks the task as late.
Installing the Task Monitor service is required to enable notification of late
tasks.

Install Tesselation Specifies that you want to install the service that tessellates UGMASTER
Service and UGALTREP datasets to the JT (DirectModel) dataset and attaches
the JT dataset back to the item revision and UGMASTER and UGALTREP
dataset.
Installing the Tessellation service is required to create the tessellated
representations in Repeatable Digital Validation (RDV) that enable users of
the Design Context application to quickly visualize components in context.
The tessellated representations are created during the workflow release
process, ensuring that JT files of the DirectModel datasets are updated as
the NX files are released.

Workflow Remote Inbox This service syncs the data between two sites to enable working with
Service remote inboxes.

Configuring data
In this step, you choose whether to install Teamcenter shared data subdirectories and files on this host or
point to these files installed on another host.

This directory containing the shared data subdirectories and files is referred to as the Teamcenter data
directory. The TC_DATA environment variable points to this location. A data directory is associated with
one (and only one) database instance.

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The data directory is exported with full write access and mounted via NFS/CIFS by other Teamcenter
nodes. If the data directory is a mapped drive, UNC paths are used for the TC_ROOT and TC_DATA
environment variables.

Value Description

Create a new data Specifies that you want to install the Teamcenter shared data
directory subdirectories and files on this host.

Connect to an existing Specifies that you want to point to Teamcenter shared data subdirectories
data directory and files installed on another host.

Data Directory Location Specifies either:

• The full path to the location on the local host where you want to install
the Teamcenter shared data subdirectories and files.

• The full path to the location where Teamcenter shared data


subdirectories and files are installed on another host.

Java path
In this step, you provide the path to the Java Runtime Environment (JRE) installed on your host.

This is required to create services for the Business Modeler IDE.

Assign volume
In this step, you assign a volume to an FSC (FMS server cache) server, external load balancer, or file store
group.

Value Description

Assign to FSC Server or Select to assign the volume to an FSC server (a machine where FMS
External Load Balancer processes run) or an external load balancer (a machine designated to take
some of the load of FMS processes).

Assign to File Store Select to assign the volume to a file store group, which specifies volumes
Group to be load balanced across several FSCs.

Maintenance
In this step, you choose the maintenance action you want to perform:

• Configuration Manager

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Configuration maintenance

Select this option to add or remove features or modify settings for an existing Teamcenter
configuration.

• Updates Manager

Select this option to install Teamcenter product updates and patches.

• Migrate Teamcenter to another JRE

Select this option to change the Java Runtime Environment (JRE) used by Teamcenter and TEM.

Note:
A Teamcenter configuration is a collection of features associated with one Teamcenter data
directory. A Teamcenter installation is a collection of Teamcenter configurations that share the
same Teamcenter application root directory.

Configuration maintenance
In this step, you choose the configuration action you want to perform:

• Add new configuration

Select this option to create a new Teamcenter configuration.

• Perform maintenance on an existing configuration

Select this option to add or remove features or update settings for an existing Teamcenter
configuration.

• Upgrade a configuration from another installation

Select this option to upgrade an existing configuration to Teamcenter 2406.

• Remove configuration (uninstall)

Select this option to remove an existing Teamcenter configuration.

Note:
A Teamcenter configuration is a collection of features associated with one Teamcenter data
directory. A Teamcenter installation is a collection of Teamcenter configurations that share the
same Teamcenter application root directory.

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4. Teamcenter Foundation

Selecting a configuration
In this step, you choose the configuration you want to modify. Select the configuration from the list
shown.

Selecting configuration to remove


In this step, you choose the Teamcenter configuration to remove.

Note:
When you remove a configuration, the database and directory for the selected configuration are
removed.

Removal of the selected configuration does not begin until you confirm your selections later in the
process. Teamcenter Environment Manager prompts you to confirm your selections before any changes
are made.

Feature maintenance
In this step, you can select a variety of maintenance actions to perform on your Teamcenter
configuration. This may include the following groups of options, depending on the features in your
configuration:

• Teamcenter

The Add/Remove Features option allows you to add or remove features in your configuration.

• FMS Server Cache

This group contains options to import FMS server cache (FSC) groups and update FMS master
settings.

• Business Modeler Templates

These options allow you to add or update templates you use within the Business Modeler IDE client.

• Teamcenter Foundation

These options allow you to update database templates and settings for your Teamcenter
configuration.

• Update Database (Full Model)

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Feature maintenance

Updates the database with Business Modeler IDE templates that contains all the custom data
model, including schema items such as business objects and classes.

• Update Database (Perform Live Updates)

Updates the database with operational data templates that contains only operational (nonschema)
data such as LOVs and rules.

• Modify Settings

Allows you to modify certain Teamcenter Foundation settings.

• Manage Administration Data

Provides options for exporting or importing Teamcenter administration data.

For more information about operational data, see BMIDE for Data Model Design.

For more information about managing administration data, see Teamcenter Data Exchange in the
Teamcenter documentation.

• NX Integration

These options allow you to update settings for the Teamcenter NX Integration.

• Online Help

These options allow you to change documentation access settings on your local host.

• Client Communication System

This group contains options to update Teamcenter client communication system (TCCS) settings.

• Use Configurations and Environments

Allows you to enable TCCS in your Teamcenter installation.

• Modify Configurations

Allows you to modify TCCS configurations.

• Modify 4-tier server settings

Allows you to modify settings for the four-tier server.

• Modify FCC Parent settings

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Allows you to modify FCC parent settings.

• Remove Configurations

Allows you to remove TCCS configurations.

• 2-tier Teamcenter server configurations

This group contains options to modify two-tier server settings.

• Teamcenter Rich client 2-tier

This group contains options to modify settings for the two-tier rich client.

• Dispatcher Server

This group contains options to modify Dispatcher Server settings.

Note:
• A Teamcenter configuration is a collection of features associated with one Teamcenter data
directory.

• A Teamcenter installation is a collection of Teamcenter configurations that share the same


Teamcenter application root directory.

Confirm silent distribution file name


A silent distribution file with the specified name exists on your system. Choose Load to load the existing
file or choose Overwrite to replace your existing silent distribution file.

Custom distribution options


In this step, you create a custom distribution of Teamcenter software to simplify installation on other
hosts. Teamcenter supports the following custom distributions:

• Silent distribution

A silent distribution is an XML-based configuration file you can use to install Teamcenter silently
(without user interaction) on another host.

The silent installation configuration file records the selections and values you enter during Teamcenter
installation and enables TEM to perform these steps noninteractively when executed on another host.

• Compact distribution

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Message panel

A compact distribution is an installable package with a selected subset of Teamcenter client features.
It is much smaller than a full Teamcenter software kit and is more easily distributed to multiple hosts
in an organization.

A compact distribution is an alternative to installing Teamcenter from a full Teamcenter software kit.
A compact deployable package can contain a selected subset of Teamcenter features rather than the
entire set of features in the release. This reduces network loads and simplifies large-scale Teamcenter
deployments by providing an installation package that is smaller and more easily distributed to an
organization. For example, a two-tier rich client installation can be packaged in a deployable media as
small as 580 MB, where a full Teamcenter software kit can require several GB. A four-tier rich client
compact distribution can be as small as 283 MB, and a Client for Office compact distribution can be
only 93 MB.

Note:
Creating a compact distribution is supported only in Teamcenter major releases. It is not supported
in minor releases, so the Create compact deployable media check box is disabled.

Value Description

Create silent Specifies the path to an existing, writable directory and the name of the
configuration file silent configuration file, for example, C:\[Link].

Note:
The silent configuration file must have a .xml extension.

Create compact Specifies the path to an existing, writable directory in which to create the
deployable media compact distribution file, for example, C:\temp.

Note:
If your silent installation contains third-party features, set the TEM_PATH environment variable on
client hosts before running your silent installation. Set this variable to a list of paths that contains
the feature XML files and other supporting files. This ensures TEM finds the feature XML files
during installation.
For information about creating, launching, and modifying a silent installation file, see the
Teamcenter Installation on Linux Using TEM and the Teamcenter Installation on Windows Using
TEM.

Message panel
This panel displays important information about your installation. Read the information displayed and
click Next to continue.

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4. Teamcenter Foundation

Confirming selections
In this step, you review and confirm the choices you made and start the installation or uninstallation of
Teamcenter:

• To change a selection:

1. Click Back until Teamcenter Environment Manager displays the step containing the information
you want to change.

Teamcenter Environment Manager saves the information you entered for the various steps.

2. Make changes where needed, and then click Next until you return to the Confirmation panel.

• To start the installation or uninstallation, click Start.

Installing features
In this step, you monitor the process of installing Teamcenter.

When installation completes successfully, Teamcenter Environment Manager displays Install Successful.

Teamcenter Environment Manager installs a version of itself ([Link] or [Link]) in the install directory
of the Teamcenter root directory. This version of Teamcenter Environment Manager enables the
Teamcenter administrator to perform site maintenance tasks for Teamcenter.

Value Description

Overall Progress Displays the progress of the entire Teamcenter installation process.

Message Displays the progress of the current step in the installation process.

Show Details Displays the installation details of the current step in the installation
process.

Teamcenter data directory


In this step, you specify a location for the Teamcenter data directory (TC_DATA). TEM creates shared data
subdirectories and files in this location.

In the Data Directory box, enter the path to the TC_DATA directory.

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Volume access

Volume access
In this step, you view available volumes for use with Teamcenter. You must have write permission on
the default volume before you continue with Teamcenter installation. If necessary, see your Teamcenter
system administrator to obtain write permission to this volume.

To refresh the lists of available local and remote volumes, click Scan.

Teamcenter installation location


In this step, you specify locations for the Teamcenter installation root directory (TC_ROOT) and the
Teamcenter data directory (TC_DATA).

Selecting data to import


In this step, you specify the location of the administrative data package, and select administrative data
types to import.

In the Administration Data Package Directory box, enter the path to the directory that contains
the package of administration data to be imported. The package contains XML files with Teamcenter
environment specific information that you can import into another Teamcenter environment.

In the list of data types, select the check boxes for each data type you want to import. All the
administrative data types registered in the client framework are displayed in the list.

For more information about importing administration data, see Teamcenter Data Exchange in the
Teamcenter documentation.

Selecting data to merge


In this step, you specify merge behavior for each type of administrative data.

For each data type in the list, choose the rule you want to apply if data types exist in the source (the
administrative data package from which you import data) and the target (the existing environment into
which you import data):

• Override With Source

Overwrites existing data with data from the source package you import.

• Keep Target

Keeps the existing data in the target environment.

• Choose Latest

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Keeps whichever data is newer.

Note:
Not all options are available for some categories of data.

For more information about importing administration data, see Teamcenter Data Exchange in the
Teamcenter documentation.

Manage administration data


In this step, you choose to import or export Teamcenter administration data.

Value Description

Export Administration Data Options for exporting administration data.

Full Export Specifies that you want to export all classes of


administration data in the categories you select in the
next step.

Partial Export Specifies that you want to export selected


administration data based on criteria you choose in
the next step.

Import Administration Data Options for importing administration data.

Import Specifies that you want to import data from a TC XML


administration data file.

Dry run import Specifies that you want to perform a test import (dry
run) of data from a TC XML administration data file.

Ignore package validation Selecting this check box indicates that you want to
bypass certain validation checks of the administration
data. You may select this option if you have modified
the administration data file. However, any errors in
the TC XML file can cause corruption and possible
data loss. Therefore, to use this option, you must first
obtain an authorization key from Support Center.
For more information about using this option,
see Teamcenter Data Exchange in the Teamcenter
documentation.

Partial administration data export


In this step, you select types of administration data to export.

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Recovering from a failed Teamcenter installation

Value Description

Administration Data Package Directory Specifies the directory in which to create the data export
file.

Category Name Specifies the category of administration data to export.

Class Specifies the class of administration data to export.

If you want to further specify which administration data to export, add the attributes and values to
export. Click Add to add a row to the table, and then type the attribute and value to export.

To remove a row from the table, select the row and click Remove.

For more information about exporting administration data, see Teamcenter Data Exchange in the
Teamcenter documentation.

Recovering from a failed Teamcenter installation


TEM detected that a previous Teamcenter installation was unsuccessful. In the Current Application Root
Directory, type the path to the previously attempted installation. TEM attempts to recover and complete
the installation.

Enter Java Runtime Environment location


Enter the path to the Java Runtime Environment (JRE) you want Teamcenter to use.

The JRE is used by Teamcenter applications and Teamcenter Environment Manager (TEM).

Migrating Teamcenter to another JRE


Before you update the Java Runtime Environment (JRE) Teamcenter uses, you must make sure no
Teamcenter features that depend on Java are running. After you verify the features listed are not
running, select All features from the above list have been shut down, and then continue.

Uninstall Teamcenter Foundation


In this step, you specify actions to perform during uninstallation of Teamcenter Foundation.

Select Advanced Uninstall Options to see available uninstallation options.

Select Remove to remove the Teamcenter database, volume, and TC_DATA directory.

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Warning:
Removal of the database, volume, and TC_DATA directory is irreversible. Do not select this option
unless you are absolutely certain you want to remove these.

Uninstall Teamcenter
In this step, you confirm whether to uninstall Teamcenter from your system.

Confirm removal of all Teamcenter data


In this step, you confirm whether to remove the Teamcenter database, volume, and TC_DATA directory. If
you want to remove all of these, select I want to permanently remove these items.

Warning:
Removal of the database, volume, and TC_DATA directory is irreversible. Do not select this option
unless you are absolutely certain you want to remove these.

Completely uninstall Teamcenter


In this step, you confirm whether to completely uninstall Teamcenter from your system. This includes all
Teamcenter configurations, databases, volumes, and Teamcenter Environment Manager (TEM).

Confirm removal of all Teamcenter software and data


In this step, you confirm whether to completely uninstall your Teamcenter installation. This includes
all Teamcenter configurations, databases, volumes, TC_DATA directory, and Teamcenter Environment
Manager (TEM).

If you want to remove all of these, select I want to permanently remove these items.

Warning:
Removal of the Teamcenter installation is irreversible. Do not select this option unless you are
absolutely certain you want to remove all Teamcenter software and data from your system.

Configure the multiplexing proxy (MUX)


In this step, you configure the multiplexing proxy (MUX) for the enterprise tier in Teamcenter.

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SSL configuration

Value Description

Port Specifies the TCP/IP port on which the MUX listens for
web tier requests. This is the Jetty server connector port.

TECS Admin Port Specifies the port used by the Teamcenter Enterprise
Communication System (TECS).

The MUX listens on a single port for incoming requests from the web tier, forwarding those requests
to an appropriate Teamcenter server using operating system named-pipe communication protocol, and
then streaming the response back to web tier. The MUX runs as an application within the Teamcenter
Enterprise Communication System (TECS). The TECS container is based on the Teamcenter client
communication system (TCCS) container used in the client tier.

SSL configuration
In this step, you specify SSL settings for Teamcenter.

If you do not want to use SSL, clear the Enable SSL check box. If you want to use SSL, check the Enable
SSL check box, and then enter the following values.

Value Description

KeyStore Type the full path and file name to the keystore file.
A keystore file is a file used for storing private keys and
certificates and their corresponding public keys.

KeyStore Type Type the file extension for the keystore.

KeyStore Password Type the password to the keystore.

KeyManager Password Type the manager password to the keystore.

TrustStore Type the full path and file name to the truststore file.
A truststore file is a file used for storing certificates from
other parties or from trusted certificate authorities. For
example, a cacerts file is a truststore.

TrustStore Type Type the file extension for the truststore.

TrustStore Password Type the manager password to the truststore.

Media locations
In this step, you optionally specify additional Teamcenter software kits to apply to your Teamcenter
installation. These can include Teamcenter software updates or other asynchronous Teamcenter product
releases.

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To add a Teamcenter update to the Update Location table, click Browse to enter the path to the desired
update. You can enter locations for multiple updates. To remove a location from the table, click Remove.

TEM applies updates in the order you specify. If updates contain different versions of the same software
component, the update closest to the bottom of the list takes precedence. To change the order in which
updates are applied, select an update in the list and click Shift Up or Shift Down.

FOSS media location


In this step, you specify the directory and location for all third-party components used by Teamcenter.

Value Description

FOSS Media Directory Specifies the directory where the FOSS media is stored.

Installation Location Specifies the path to the location where the FOSS
Repository is installed.

Email server settings


In this step, provide settings required for Teamcenter to access the mail server.

Box Description

Host Specifies the host name of the mail server.

Port Specifies the port used by the mail server. The default value is 25.

Character Set Specifies the character set used by the mail server. The default value is
ISO-8859-1.

Connection Security Specifies the type of connection security used by the mail server, for
example, SSL/TLS or STARTTLS. The default value is None.

SSL Protocol Specifies the SSL connection protocol for the mail server. The default
value is TLS V1.0.

Authentication Specifies whether the mail server uses authentication.

Email Id Specifies the user ID for logging on to the mail server. This box is enabled
if you select the Authentication check box.
The user ID should be an organization-level user, for example,
tcadmin@[Link].

Email Password Specifies the password for the mail user. This value is stored encrypted.
This box is enabled if you select the Authentication check box.

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Installing Teamcenter from a disk image

Installing Teamcenter from a disk image


In this step, you specify the location in which to install Teamcenter from a disk image created by
Teamcenter Integration Framework. The table in this panel lists Teamcenter features included in the disk
image.

In the Installation Directory box, enter the path in which to install the disk image.

For more information about Teamcenter Integration Framework, see the Teamcenter Integration
Framework documentation.

Product Excellence Program


In this step, you choose whether to participate in the Product Excellence Program.

Privacy statement

The Product Excellence Program helps Siemens Digital Industries Software understand how customers
use our products and assists us in improving our products. The program is anonymous and participation
is voluntary.

The Product Excellence Program is designed to protect the privacy of the user and the intellectual
property created through the use of Siemens Digital Industries Software products.

How does it work?

The Product Excellence Program is used to collect data about your installation, the features you use and
how you use them. The data is sent to Siemens Digital Industries Software for analysis. By examining
usage patterns from a large number of people, we gain insight into how the products are used and
how to improve the software in future releases. Data collection occurs in the background as you use the
software and does not affect performance or functionality.

What data is sent?

The data collected can vary by product and by release as we gain more insight or add new
capabilities. The Product Excellence Program may collect information on the functions utilized, the
operating environment (for example, OS, RAM, graphics, etc.), product version, or other indications of
user interaction. The data may also include the company name that is using the product. This data is
solely used by Siemens Digital Industries Software to improve our products and is never shared with any
third party.

There is no contact information in the data and Siemens Digital Industries Software will not contact you
by phone or email as a result of the data collected. Absolutely no information about the data you create
or manage is collected.

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Participation is optional.

You can review and control your participation at any time.

A Teamcenter administrator can opt out of the Product Excellence Program during installation, or after
installation by modifying the TC_ProductExcellenceProgram site preference in Teamcenter.

What does this mean for Teamcenter?

The following table provides examples of the type of usage data that is collected by Siemens Digital
Industries Software and, as equally important, clarifies what data is not collected by Siemens Digital
Industries Software.

What we collect What we do not collect

The data collected contains information about how The data collected does not contain user
Teamcenter and Active Workspace are deployed and information or intellectual property, including:
used, for example:
• Contact information or any data that would
• Active Workspace client and server version identify a natural person
• Teamcenter server platform version, platform, and • Information about data created or managed
architecture in Active Workspace and Teamcenter
• Database engine and Hosting application name, if • IT infrastructure identifiable information,
any including server IP addresses and host
• Client page visits names
• Client browser type and locale
• Command events executed (for example, Open) in
the client
• Active Workspace client locale
• Summarized monthly License feature usage

Participation in the program is enabled by default. A Teamcenter administrator can opt out
of the program during installation through this panel, or after installation by modifying the
TC_ProductExcellenceProgram site preference in Teamcenter.

AM Read Expression Service settings


In this step, you specify settings for the Access Manager Read Expression Service.

Specifying a start and end time for service ensures that the service will not burden business processes
outside the specified time interval. If start and end times are not specified, the service runs throughout
the day.

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Revision Configuration Accelerator Service settings

Value Description

Start Time Specifies the time of day, local time, that the service starts running. Type
a value in 24-hour time format.

End Time Specifies the time of day, local time, that the service stops running. Type
a value in 24-hour time format.

Sleep Time Specifies the time interval, in seconds, until the service becomes
dormant. This interval begins after the latest execution has completed.
By default, this value is set to 10 seconds. The recommended interval is
1800 seconds (30 minutes).
Configuring sleep time helps conserve system resources during the time
the service is running.

Revision Configuration Accelerator Service settings


In this step, you specify whether to install the Teamcenter Revision Configuration Accelerator Service.

The service is installed by default, so if you do not want to install the service, select the checkbox to skip
installation of the service.

Configuring a microservices node


In this step, you configure a microservices node.

1. Choose a node type:


Master Node Choose this option to configure a master microservice node.

Exactly one master-type microservice node component is required in an


environment. A master node must be configured before worker nodes.
Worker Node Choose this option to configure a worker microservice node.

You can add multiple worker-type microservice nodes as needed.

2. Under Service Dispatcher, configure the Service Dispatcher.

The Service Dispatcher receives microservice requests from a Teamcenter client, queries the Service
Registry to find an instance of the requested microservice, and then routes the request to an
instance of the microservice.

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Value Description

Install Microservice Select this check box to optionally install the Service Dispatcher on
the microservice node.

Dispatcher Port Specifies the port number for communication with the Service
Dispatcher. The default value is 9090.

Additional URLs Specifies a comma-separated list of additional Service Dispatcher


URLs.

3. Under Service Registry, configure the Service Registry.

The Service Registry maintains a list of microservice instances. The Service Registry receives and
processes the registration messages sent by microservice instances.

Value Description

Install Microservice Select this check box to optionally install the Service Registry on the
microservice node.

Registry Port Specifies the port number for communication with the Service
Registry. The default value is 8787.

Additional URLs Specifies a comma-separated list of additional Service Registry URLs.


All unique Service Registry URLs for the environment should be
listed.

Configuring microservice registry and dispatcher


In this step, you configure the registry and dispatcher for the microservice node. These services are
required if the microservices node is a master node, but are optional if it is a worker node.

Value Description

Service Registry Select this checkbox if you want to enable the service
registry on the microservice node.

Registry Port Specifies the port you want the service registry to use.

Service Dispatcher Select this checkbox if you want to enable the service
dispatcher on the microservice node.

Dispatcher Port Specifies the port you want the service dispatcher to use.

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5. Microservice framework
Deploying microservices with Docker
This panel provides information about the installation process for microservices with Docker.

Keystore settings for Microservice Framework


In this step, you specify keystore settings for Microservice Framework.

Value Description

Keystore Specifies the password for the keystore.


Password
Enter the password in the Keystore Password box and re-enter it in the Confirm
Password box.
The keystore password is used for generating the .p12 files that contain keys for
signing and validating authentication tokens. The tokens identify the logged-on
user. Record the keystore password and keep it secure in case you want to open and
edit the keys.
The keystore for microservices must only be created once in the microservices
framework. The signer and validator keys are zipped into a file in TC_ROOT/
jwt_config_tool. Other microservice nodes access the keystore files from this node
installation.

Keystore Zip Specifies the location of the keystore zip file ([Link]) generated when you
File installed the microservice master node.
The keystore file is generated in the jwt_config_tool directory under TC_ROOT on
the microservice node host. For security, copy the [Link] file to a directory on the
Active Workspace Gateway host and specify that location here.

Configure microservice instances


In this step, you specify the number of instances to install of each microservice. Specify 0 or more for
each microservice. Some microservices, such as the File Repository Service, do not support more than
one instance.

Configuring a microservices node


In this step, you configure a microservices node.

1. Choose a node type:


Master Node Choose this option to configure a master microservice node.

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Exactly one master-type microservice node component is required in an


environment. A master node must be configured before worker nodes.
Worker Node Choose this option to configure a worker microservice node.

You can add multiple worker-type microservice nodes as needed.

2. Under Service Dispatcher, configure the Service Dispatcher.

The Service Dispatcher receives microservice requests from a Teamcenter client, queries the Service
Registry to find an instance of the requested microservice, and then routes the request to an
instance of the microservice.

Value Description

Install Microservice Select this check box to optionally install the Service Dispatcher on
the microservice node.

Dispatcher Port Specifies the port number for communication with the Service
Dispatcher. The default value is 9090.

Additional URLs Specifies a comma-separated list of additional Service Dispatcher


URLs.

3. Under Service Registry, configure the Service Registry.

The Service Registry maintains a list of microservice instances. The Service Registry receives and
processes the registration messages sent by microservice instances.

Value Description

Install Microservice Select this check box to optionally install the Service Registry on the
microservice node.

Registry Port Specifies the port number for communication with the Service
Registry. The default value is 8787.

Additional URLs Specifies a comma-separated list of additional Service Registry URLs.


All unique Service Registry URLs for the environment should be
listed.

Configuring a microservices node


In this step, you configure a microservices node.

Microservices framework deployments on Linux require a running container registry. For environments
that do not already have a container registry configured and running, you must deploy a registry

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Configuring a microservices node

and secure it with HTTPS protocol for encrypted communication. Siemens Digital Industries Software
provides scripts and sample Docker Swarm .yml and Kubernetes .yaml files to help get a container
registry up and running.

For information about deploying a container registry for the Teamcenter microservices framework, see
Active Workspace Installation.

For complete documentation of Docker Registry, see [Link]

Enter values for the microservices node:

Value Description

Container Registry URL Specifies the registry URL to store Docker images.
The value should be in the form of a host name, FQDN, or
IP:port. Do not include protocol, such as http:// or [Link]
For example:

[Link]

This value should reference a live container registry. TEM


attempts to connect to the registry. If the connection
attempt fails, TEM does not allow you to continue.

Container Repository Name Specifies the name of the container repository. The default
value is teamcenter.
This value must not contain spaces. The repository name
must already exist in the container registry.

Keystore Password Specifies the password for the keystore.


Enter the password in the Keystore Password box and re-
enter it in the Confirm Password box.
The keystore password is used for generating the .p12 files
that contain keys for signing and validating authentication
tokens. The tokens identify the logged-on user. Record the
keystore password and keep it secure in case you want to
open and edit the keys.
The keystore for microservices must only be created once in
the microservices framework. The signer and validator keys
are zipped into a file in TC_ROOT/jwt_config_tool. Other
microservice nodes access the keystore files from this node
installation.

Dispatcher Port Specifies a port to be used by the Service Dispatcher. The


default value is 9090.

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5. Microservice framework

Value Description

The Service Dispatcher receives microservice requests from


a Teamcenter client, queries the Service Registry to find an
instance of the requested microservice, and then routes the
request to an instance of the microservice.

Update a microservices node


In this step, you enter settings to update a microservices node.

Value Description

Container Registry URL Specifies the registry URL to store Docker images.
The value should be in the form of a host name, FQDN, or
IP:port. Do not include protocol, such as http:// or [Link]
For example:

[Link]

This value should reference a live container registry. TEM


attempts to connect to the registry. If the connection
attempt fails, TEM does not allow you to continue.

Container Repository Name Specifies the name of the container repository. The default
value is teamcenter.
This value must not contain spaces. The repository name
must already exist in the container registry.

Microservices framework deployments on Linux require a running container registry. For environments
that do not already have a container registry configured and running, you must deploy a registry
and secure it with HTTPS protocol for encrypted communication. Siemens Digital Industries Software
provides scripts and sample Docker Swarm .yml and Kubernetes .yaml files to help get a container
registry up and running.

For information about deploying a container registry for the Teamcenter microservices framework, see
Active Workspace Installation.

For complete documentation of Docker Registry, see [Link]

Configuring a microservices node


In this step, you configure a microservices node.

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Configuring a microservices node

1. Choose a node type:


Master Node Choose this option to configure a master microservice node.

Exactly one master-type microservice node component is required in an


environment. A master node must be configured before worker nodes.

If this is a master node, type a password in the Keystore Password box. The
keystore password is used for generating the .p12 files that contain keys for
signing and validating authentication tokens. The tokens identify the logged-on
user.

Record the keystore password and keep it secure in case you want to open and
edit the keys.
Worker Node Choose this option to configure a worker microservice node.

You can add multiple worker-type microservice nodes as needed.

If this is a worker node, enter the location of the keystore zip file ([Link]) in the
Keystore ZIP file box.

The [Link] file is generated when you install a microservice master node. The
keystore file is generated in the jwt_config_tool directory under TC_ROOT on the
microservice node host.

Note:
In TEM maintenance mode, no characters are displayed in the Keystore Password box
to indicate that a password exists. If you enter a password in this box, TEM updates the
password. If you leave this box blank, the existing password is retained.

2. Under Service Dispatcher, configure the Service Dispatcher.

The Service Dispatcher receives microservice requests from a Teamcenter client, queries the Service
Registry to find an instance of the requested microservice, and then routes the request to an
instance of the microservice.

Value Description

Install Microservice Select this check box to optionally install the Service Dispatcher on
the microservice node.

Dispatcher Port Specifies the port number for communication with the Service
Dispatcher. The default value is 9090.

Additional URLs Specifies a comma-separated list of additional Service Dispatcher


URLs.

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5. Microservice framework

3. Under Service Registry, configure the Service Registry.

The Service Registry maintains a list of microservice instances. The Service Registry receives and
processes the registration messages sent by microservice instances.

Value Description

Install Microservice Select this check box to optionally install the Service Registry on the
microservice node.

Registry Port Specifies the port number for communication with the Service
Registry. The default value is 8787.

Additional URLs Specifies a comma-separated list of additional Service Registry URLs.


All unique Service Registry URLs for the environment should be
listed.

Configure the File Repository microservice


In this step, you configure the File Repository microservice.

The File Repository microservice stores Active Workspace content to delivery through the Active
Workspace Gateway to client hosts.

Value Description

File Specifies the path to the storage location for the file repository to be used by the
Repository Active Workspace Gateway, for example, c:\tc\file_repository.
Storage
On Linux hosts, the path to the storage location must exist on the current host. On
Location
Windows hosts, TEM creates the directory if it does not exist.
If you install multiple instances of the File Repository microservice, all instances must
reference the same physical storage location.
Active Workspace uses a file repository microservice. To configure that service for
deployment on a Linux host, parameter values Deploying User UID, Deploying User
GID, and File Repository Storage Location values are required. Values entered for the
master microservice node must be valid on all worker nodes.

User ID (Linux hosts only)


Specifies the user ID of user installing the File Repository Microservice.
If you install master and worker microservice nodes, the user must exist on all nodes.

Group ID (Linux hosts only)


Specifies the Group ID of user installing the File Repository Microservice.

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6. Active Workspace
Artifact Service settings
In this step, you specify settings for the Artifact Service for the declarative user interface.

This panel is displayed only on Windows hosts.

Value Description

Artifact Service URL Specifies the URL to the Artifact Service.

Artifact Repository Path Specifies the path to declarative artifact repository used
by the Artifact Service. If you do not enter a value,
Teamcenter creates a repository parallel to the artifact
service.

Artifact Service Port Specifies the port on which the Artifact service runs.

Teamcenter database server for Active Workspace


In this step, you the specify settings for the Teamcenter database such as the database server and
connection values.

Active Workspace translator selection


In this step, you select a type of translator to use for indexing. For example:

• Active Workspace Object Data Translator

Translator for indexing object data. This is the standard search indexer.

• Active Content Structure Translator

Translator for indexing structure data.

Visualization server pool assigner settings


In this step, you specify settings for the visualization server pool assigner. This panel is displayed if you
selected the Visualization Server Pool Assigner feature.

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6. Active Workspace

Value Description

Host Specifies the host on which this Visualization Server Pool


Assigner runs. This is the host on which this Visualization
Server Pool Assigner is deployed. You may type the host
name or IP address of the host.

Vis Assigner Port Specifies the port used by the local Visualization Server
Pool Assigner.

Gateway Connection Port Specifies the port to use to connect to Active Workspace
Gateway. The default value is 8089 .

Add pool assigner Specifies whether additional Visualization Server Pool


Assigners are used. Select the Add pool assigner check
box to add pool assigners.

Peer Assigners The Peer Assigners table lists other Visualization Server
Pool Assigners known to the local Visualization Server Pool
Assigners

Assigner Host Specifies the host on which a peer Visualization Server Pool
Assigner is deployed. This value can be the host name or IP
address.

Assigner Port Specifies the port number used by the peer Visualization
Server Pool Assigner.

Server Side 4-tier URL Specifies an alternate four-tier URL for the Visualization
Server in case the primary four-tier URL is blocked by
a firewall, or if a more direct route is needed for
performance.

Visualization server pool assigner settings


In this step, you specify settings for the visualization server pool assigner. This panel is displayed if you
selected the Visualization Server Pool Assigner feature.

Value Description

Local Assigner Settings Local assigner settings define the local host as a
Visualization Server Pool Assigner. To define your local host
as an assigner, type the host and port values of the local
host.

Host Specifies the host on which this Visualization Server Pool


Assigner runs. You may type the host name or IP address of
the host.

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Visualization Server Manager

Value Description

Port Specifies the port used by the local Visualization Server


Pool Assigner.

Add pool assigner Specifies whether additional Visualization Server Pool


Assigners are used. Select this check box to add pool
assigners.

Peer Assigners The Peer Assigners table lists other Visualization Server
Pool Assigners known to the local Visualization Server Pool
Assigners

Assigner Host Specifies the host on which a peer Visualization Server Pool
Assigner is deployed. This value can be the host name or IP
address.

Assigner Port Specifies the port number used by the peer Visualization
Server Pool Assigner.

Visualization Server Manager


In this step, you specify settings for the Visualization Server Manager.

You can use the local server manager settings to override the host name and port value with the host
and port values you enter in this panel.

Value Description

Configuration Values for configuring the Visualization Server Manager.

Local Host Alias Specifies and alias for the local Visualization Server
Manager.

Server Host Specifies the host where the Visualization Server Manager
is running. This should be the local host name and must be
resolvable by the Visualization Pool Assigner machine. Do
not use localhost or [Link].

Server Port Specifies the port on which the Visualization Server


Manager is running.

Max Servers in Sub-Pool Specifies the maximum number of Visualization server


processes allowed to run in this pool (for a single-
host configuration) or in this subpool (for a multihost
configuration).
On Windows machines, the default value is 30. On Linux
machines, the default value is 200.

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Value Description

Min Warm Servers Specifies the minimum number of Visualization Server


processes in this pool that are started but not assigned.

Note:
If necessary to maintain the minimum number of
warm servers while not exceeding the maximum
number of server processes, the server manager
times out servers in use.

Visualization Data Server Values for configuring a Visualization Data Server, which
Configuration provides improved performance by caching product
structure and JT parts files.

Add Visualization Data Server Specifies you use a Visualization Data Server.

Host Specifies the name of the host on which the Visualization


Data Server is installed.

Port Specifies the port number used by the Visualization Data


Server.

Visualization Server Manager settings


In this step, you specify settings for the local Visualization Server Manager.

Value Description

Override local node settings Specifies whether to override the host name and port
value. If you want to do this, type the host and port values
of the local host in the following boxes.

Host This can be the host name or IP address of the server or


pool assigner.

Port Specifies the port on which the server or pool assigner


listens for requests.

Visualization Server Pool Assigners The Visualization Server Pool Assigners table lists the pool
assigners used by the local Visualization Server Manager.

Assigner Host Specifies the host name of the host where the pool
assigner is running.

Assigner Port Specifies the port value of the pool assigner.

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Visualization Server Manager settings

Visualization Server Manager settings


In this step, you specify settings for the local Visualization Server Manager.

Value Description

Override local node settings Specifies whether to override the host name and port
value. If you want to do this, type the host and port values
of the local host in the following boxes.

Host This can be the host name or IP address of the server or


pool assigner.

Vis Assigner Port Specifies the port on which the server listens for requests.

Gateway Connection Port Specifies the port through which the Active Workspace
Gateway connects to the Visualization Server Manager. The
default value is 3000.

Visualization Server Pool Assigners The Visualization Server Pool Assigners table lists the pool
assigners used by the local Visualization Server Manager.

Assigner Host Specifies the host name of the machine where the
Visualization Server Pool Assigner runs.

Assigner Port Specifies the port value of the pool assigner.

Visualization Server Manager settings


In this step, you specify settings for the local Visualization Server Manager.

Value Description

Override local node settings Specifies whether to override the host name and port
value. If you want to do this, type the host and port values
of the local host in the following boxes.

Host This can be the host name or IP address of the server or


pool assigner.

Vis Assigner Port Specifies the port used by the local Visualization Server
Pool Assigner.

Gateway Connection Port Specifies the port through which the Active Workspace
Gateway connects to the Visualization Server Pool
Assigner. The default value is 3000.

Peer Assigners The Peer Assigners table lists the pool assigners used by
the local Visualization Server Manager.

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Value Description

Assigner Host Specifies the host name of the host where the pool
assigner is running.

Assigner Port Specifies the port value of the pool assigner.

Server Side 4-tier URL Specifies an alternate four-tier URL for the viewer to
connect to Teamcenter. The Visualization Server uses this
in case the primary four-tier URL is blocked by a firewall, or
if a more direct route is needed for performance.

Visualization Server Pool Assigner settings for .NET


In this step, you specify Visualization Server Pool Assigner settings for the .NET web tier.

In the Virtual Directory Name box, enter the name of the virtual directory you want to create for the
Visualization Server Pool.

Configuring Active Workspace for the .NET web tier


In this step, you specify Active Workspace settings for the .NET web tier.

Value Description

Teamcenter Web Tier URL Specifies the URL for the Teamcenter web application. The URL
should be of this form:

[Link]

Replace host with the host on which the web tier application is
deployed.
Replace port with the port used by the web application server.
The default port is 7001.

Use as Bootstrap URLs Specifies you want to use bootstrap URLs.


The Active Workspace Gateway integrates with your FMS system
to download/upload Teamcenter files. The FMS FSC servers that
are used are either automatically assigned by the FMS system
using bootstrap URLs, or explicitly declared using assigned FSC
URLs.
To use bootstrap URLs, select this option and fill in the Bootstrap
URLs and Bootstrap Client IP boxes.
On Linux hosts, if you select Use as Bootstrap URLs , you need
to ensure the client map is configured correctly.

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Security keys and cache control settings

Value Description

Bootstrap URLs Specifies a comma-separated list of one or more FMS bootstrap


URLs. URLs must be of this form:

[Link]

By default, the IP address from the HTTP connection of


the requestor is used unless a Bootstrap Client IP value is
provided. (The client/requestor is the host on which Active
Workspace Gateway is deployed.)

Bootstrap Client IP Specifies the FMS bootstrap client IP address to be used for the
assignment.
On Linux hosts, enter the internal IP address of the Active
Workspace Gateway machine.

Use Assigned FSC URLs Specifies you want to assign FSC URLs. Select this only if you
want explicit control of the FSCs used.
To use assigned FSCs, select this option and fill in the Assigned
FSC URLs box.

Assigned FSC URLs Specifies a comma-separated list of one or more assigned FSC
URL values.
The URL values entered are directly used for file operations. This
allows you to declare the FSC servers that should be used.

To specify additional Active Workspace settings, click Advanced.

Security keys and cache control settings


In this step, you specify parameters for caching static resources for the Active Workspace gateway. These
settings help optimize client performance.

Value Description

Maximum Age Specifies the lifespan of cached items as a number of


intervals. Select the interval from the dropdown list:

• Months
• Days
• Hours
• Minutes
• Seconds

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6. Active Workspace

Value Description

For example, to specify a lifespan of seven days, type 7 and


select Days.
Maximum Age must be a numeric value.

Active Workspace architecture changes


Active Workspace is no longer deployed in a Java EE WAR file or the .NET framework. It now employs the
Active Workspace Gateway and microservices. Before you continue, make sure you read and understand
the Active Workspace deployment architecture described in the installation documentation.

Active Workspace Gateway settings


In this step, you specify parameters for Active Workspace Gateway.

Value Description

Teamcenter Web Tier URL Specifies the URL for the Teamcenter web application. The
URL should be of this form:

[Link]

Replace host with the host on which the web tier application
is deployed.
Replace port with the port used by the web application
server. The default port is 7001.

Visualization Assigner URL Specifies the URL to the Visualization Server Assigner. The
URL should be of this form:

[Link]

Easy Plan URL Specifies the URL to the Easy Plan application, if installed.
The URL should be of the following form:

[Link]

For example, if your server name is myWebServer, your port


is 7007, and the .war file is named [Link], type:

[Link]

NGP URL Specifies the URL to the Next Generation Planning (NGP)
application, if installed. The URL should be of the following
form:

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Active Workspace Gateway settings

Value Description

[Link]

Service Dispatcher URLs Specifies a comma-separated list of URLs to the Service


Dispatcher. Use fully-qualified domain names or IP addresses
in URLs.

Container Registry URL Specifies the registry URL to store Docker images.
The value should be in the form of a host name, FQDN, or
IP:port. Do not include protocol, such as http:// or [Link]
For example:

[Link]

This value should reference a live container registry. TEM


attempts to connect to the registry. If the connection
attempt fails, TEM does not allow you to continue.

Container Repository Name Specifies the name of the container repository. The default
value is teamcenter.
This value must not contain spaces. The repository name
must already exist in the container registry.

Gateway Service Port Specifies the port used by the Active Workspace Gateway.
The default value is 3000.
The URL to the Active Workspace client interface is based on
this port.

FMS Settings Settings for accessing FMS volumes.

Use as Bootstrap URLs Specifies you want to use bootstrap URLs.


The Active Workspace Gateway integrates with your FMS
system to download/upload Teamcenter files. The FMS FSC
servers that are used are either automatically assigned by the
FMS system using bootstrap URLs, or explicitly declared using
assigned FSC URLs.
To use bootstrap URLs, select this option and fill in the
Bootstrap URLs and Bootstrap Client IP boxes.
On Linux hosts, if you select Use as Bootstrap URLs , you
need to ensure the client map is configured correctly.

Bootstrap URLs Specifies a comma-separated list of one or more FMS


bootstrap URLs. URLs must be of this form:

[Link]

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6. Active Workspace

Value Description

By default, the IP address from the HTTP connection of


the requestor is used unless a Bootstrap Client IP value
is provided. (The client/requestor is the host on which
Active Workspace Gateway is deployed.)

Bootstrap Client IP Specifies the FMS bootstrap client IP address to be used for
the assignment.
On Linux hosts, enter the internal IP address of the Active
Workspace Gateway machine.

Use Assigned FSC URLs Specifies you want to assign FSC URLs. Select this only if you
want explicit control of the FSCs used.
To use assigned FSCs, select this option and fill in the
Assigned FSC URLs box.

Assigned FSC URLs Specifies a comma-separated list of one or more assigned


FSC URL values.
The URL values entered are directly used for file operations.
This allows you to declare the FSC servers that should be
used.

To specify additional Active Workspace Gateway settings, click Advanced.

About the container registry

Microservices framework deployments on Linux require a running container registry. For environments
that do not already have a container registry configured and running, you must deploy a registry
and secure it with HTTPS protocol for encrypted communication. Siemens Digital Industries Software
provides scripts and sample Docker Swarm .yml and Kubernetes .yaml files to help get a container
registry up and running.

For information about deploying a container registry for the Teamcenter microservices framework, see
Active Workspace Installation.

For complete documentation of Docker Registry, see [Link]

Active Workspace client settings


In this step, you specify additional Active Workspace client settings.

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Publish to the Active Workspace Gateway

Value Description

Publish to Gateway Select this check box to enable automatic publishing of Active Workspace
content to the Gateway.

Gateway URL Specifies the URL to the Active Workspace Gateway. The URL should be of
this form:

[Link]

Replace host with the host on which you installed the Gateway. Replace port
with the port you specified when you installed the Gateway.
For example:

[Link]

Select Client Locales Select additional locales to include in Active Workspace client file
configuration.

Publish to the Active Workspace Gateway


In this step, you specify settings to enable publishing of changes to the Active Workspace Gateway.

Value Description

Publish to Gateway Select this check box to enable automatic publishing of


changes to the Active Workspace Gateway.

Gateway URL Specifies the URL to the Active Workspace Gateway, of the
form:
[Link]

Active Workspace Server Extensions settings


In this step, you specify parameters for configuring the Active Workspace server extensions feature.

Value Description

Search Engine URL Specifies the URL of the Teamcenter Solr database. Type a
value in the following format:

[Link]

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Value Description

Replace host with the host on which Solr runs. Replace


port with the port value used by Solr. The default value is
8983.

Use additional search engine URLs Specifies you use multiple search engines for failover. If
you select the Use additional search engine URLs
check box, type additional search engine URLs in the
Search Engine URL List table.

Additional settings for Active Workspace Gateway


In this step, you specify additional settings for the Active Workspace Gateway.

Value Description

Enable Teamcenter Share Specifies you want to enable and configure Teamcenter
Collaboration Share Collaboration. For more information about this
feature, see Teamcenter Share in the Teamcenter
documentation.

Teamcenter Share Collaboration Values for configuring the Teamcenter Share Collaboration
integration to Teamcenter.

Teamcenter Share URL Specifies the URL to the Teamcenter Share site.
The default value is [Link]

Client ID Specifies the SAMAuth client ID you obtained through SAM


URL.

Client Secret ID Specifies the client secret ID you obtained through SAM
URL.

MBSE Integration Gateway settings


In this step, you specify the URL to the Teamcenter server in the URL box. This value is required by the
MBSE Integration Gateway.

Active content structure translator settings


In this step, you specify settings for the active content structure translator.

TEM displays this panel only if you selected the Active Workspace Content Structure Translator.

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CALM integration settings

Value Description

Maximum Limit Specifies the maximum number of translations that can


run simultaneously. The default is 3, the minimum value is
1.

CALM integration settings


In this step, you specify settings for the Capital Asset Lifecycle Management (CALM) integration.

Value Description

Client ID Specifies the iModel agent client public ID.

Client Secret Specifies the iModel agent client private secret.

Client Scope Specifies the scope value of the iModel agent.

Active Workspace 4GD translator settings


In this step, you specify settings for the Active Workspace 4GD translator.

Value Description

Maximum Limit Specifies the maximum limit of the number of tasks the
translator can handle.

Custom routes to Active Workspace Gateway


In this step, you optionally enter additional routes to the Active Workspace Gateway.

• To add a path to the table, click Add, and then add a path and URL.

• To remove a path from the list, select the path and then click Remove.

Active Workspace indexer advanced settings


In this step, you specify advanced settings for the Active Workspace indexer.

Value Description

Maximum Teamcenter Connections Specifies the maximum number of connection between


the Teamcenter server and the indexer to be open at a
given time. This value should be less than the number

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Value Description

of warmed up Teamcenter servers available in the server


manager. The default value is 3. The minimum value
allowed is 1.

Teamcenter Retry Count Specifies the number of tries to connect to the Teamcenter
server. The default value is 3. The minimum value allowed
is 1.

Active Workspace indexer settings


In this step, you specify parameters for the Active Workspace indexer.

Value Description

Teamcenter Web Tier URL Specifies the URL for the deployed Java EE Teamcenter web
application. The URL should be of this form:

[Link]

Replace host with the host running the web application


server on which the Teamcenter web application is
deployed.
Replace port with the port used by the web application
server.
Replace war-file-name with the name of the Teamcenter
web application .war file. (The default name is tc.)

Maximum Teamcenter Connections Specifies the maximum number of connection between


the Teamcenter server and the indexer to be open at a
given time. This value should be less than the number
of warmed up Teamcenter servers available in the server
manager. The default value is 3. The minimum value
allowed is 1.

Teamcenter Retry Count Specifies the number of tries to connect to the Teamcenter
server. The default value is 5. The minimum value allowed
is 1.

Install Indexer as a Service Specifies you want to install the indexer as a service.

Indexing Service Name Specifies the name of the synchronization indexer service.

Service Interval (seconds) Specifies the interval of the synchronization indexer


service.

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Indexing Engine configuration

Value Description

Start Service Specifies you want to start the synchronization indexer


service.

Builder Service Name Specifies the name of the suggestion builder indexer
service.

Service Interval (seconds) Specifies the interval of the suggestion builder indexer
service.

Start Service Specifies the name of the suggestion builder indexer


service.

Staging Directory Specifies the staging directory used by the indexer. This
directory is the location where the indexer is installed.

To specify additional connection settings for the Active Workspace indexer, click Advanced.

Indexing Engine configuration


In this step, you specify values for Indexing Engine.

Value Description

SOLR schema files location Specifies the location of the Solr schema files.
Enter the path that contains the Solr schema files.
This allows the Solr and Teamcenter schemas to be
automatically merged during installation of the Indexing
Engine. If you leave this box blank, the schemas are not
automatically merged; you must manually merge them
after installing the Indexing Engine.
The Solr schema files are created on the corporate server
when installing the Server Extensions. Two schema files are
located in TC_DATA\ftsi\solr_schema_files:

• TC_ACE_SOLR_SCHEMA.xml

• TC_SOLR_SCHEMA.xml

If you did not install the Server Extensions on the


corporate server, you can complete the installation of the
Indexing Engine, but the schemas are not automatically

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Value Description

merged. You must manually merge them after installing


the Indexing Engine and the Server Extensions.

JRE Location Specifies the location of the Java Runtime Environment


(JRE) on the Indexing Engine host.

Install indexing engine as a service Specifies you want to install the Indexing Engine as a
service. If you leave this check box cleared, you must start
the Indexing Engine manually.

Active Workspace indexer type selection


In this step, you specify the types of indexers to use for Active Workspace.

Select the indexers you want to use according to the Teamcenter features you use.

If you use Dispatcher-based indexing, select the same indexer types for this and for the
TcFtsIndexerTrans translator.

Indexing Engine user


In this step, you enter credentials for the Solr administrator. These credentials must match for the
Indexing Engine, the Indexer, Server Extensions, and the TcFTS Indexer Translator (if used).

Value Description

User Specifies the user name of the Solr administrator.

Password Specifies the password for the Solr administrator account.

Microservice Framework requirement


The Active Workspace Gateway requires Microservice Framework.

Make sure you install the Microservice Framework before you install the Active Workspace Gateway.

Gateway Service settings


In this step, you specify settings for the Gateway Service used by the Gateway Client.

This panel is displayed only on Windows hosts.

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Gateway security settings

Value Description

Gateway Service Port Specifies the port on which the Gateway Service runs.
Default port is 3000.

Active Workspace URL Specifies the URL to the Active Workspace server.

Use system version of [Link] instead Specifies you want to use an existing version of [Link] on
of bundled version the Gateway Service host. Select this option if you want to
use your own installed version of [Link] instead of the
version packaged with Active Workspace.
If you select this option, enter the path to the preferred
[Link] in the [Link] Path box.

Gateway security settings


In this step, you configure settings for the Active Workspace Gateway.

Value Description

Keystore Zip File Specifies the location of the keystore zip file ([Link]) generated when you
installed the microservice master node.
The keystore file is generated in the jwt_config_tool directory under
TC_ROOT on the microservice node host. For security, copy the [Link]
file to a directory on the Active Workspace Gateway host and specify that
location here.

Enable TcSS Support Values for configuring Security Services.

Enable TcSS Support Specifies you want to enable Security Services support in Active Workspace.

TcSS Application ID Specifies the Security Services application ID.

TcSS Login URL Specifies the logon URL for the Security Services application.
For details about configuring Security Services, see Security Services
Configuration in Teamcenter documentation.
When you configure Active Workspace for Security Services, be sure to only
install the language packs for the Security Services that Active Workspace
supports.
If Active Workspace is deployed on a different URL, you must configure
Security Services with multiple application IDs.

Security Key Settings Security key values for Teamcenter.

Security Certificate Specifies the path to the security certificate.

Security Key Specifies the path to the security key file.

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6. Active Workspace

MATLAB client information


In this step, you specify settings for the MATLAB integration for the MBSE Integration Gateway.

Value Description

MATLAB Installation Directory Specifies the location where MATLAB is installed. This must
be the directory containing the bin directory. This becomes
the MATLAB root directory.

Staging Directory Specifies the location where models downloaded


from Teamcenter are stored, for example,
C:\StagingDir\MATLAB.

Configure the Classification AI microservice


In this step, you configure the Classification AI microservice.

Classification artificial intelligence (AI) provides assistance in classifying new objects in Active Workspace.
This can save time, for example, in workflows with frequently-used classes.

The classification AI engine must be trained on the data in your database, creating a model that is
then validated on a new dataset to verify whether the trained model is correct. Each iteration of this
process further refines the model. The training outputs a data model (a set of files) that is used to deliver
suggested classes.

Value Description

Classification AI Model Location Specifies the path in which to place the classification AI model.
The default path is TC_ROOT\ms_node_config\ai_model.

Required microservices
This panel notifies you that some features you selected for installation require the specific microservices
listed in the panel. Use the Back buttons to return to the Features panel and select the required
microservices.

Configuring the Requirements Management microservice


In this step, you supply required values for the Requirements Management microservice.

Value Description

FSC URL Specifies the URL to the FMS server cache (FSC).

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Configuring the Requirements Management microservice

Configuring the Requirements Management microservice


In this step, you supply required values for the Requirements Management microservice.

Value Description

Teamcenter Web Tier URL Specifies the URL to the Teamcenter web tier. Enter a value
of the following form:

[Link]

For example:

[Link]

Configure the GraphQL microservice


In this step, you enter values needed by the GraphQL microservice.

The GraphQL microservice allows the Active Workspace client to query and fetch data from multiple data
sources simultaneously, without needing to know which data comes from which source.

Value Description

Teamcenter Web Tier Specifies the URL to the Teamcenter web tier. Enter a value of the following
URL form:

[Link]

For example:

[Link]

Advanced settings for Active Workspace object data indexer


In this step, you specify advanced settings for the Active Workspace object data indexer.

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6. Active Workspace

Value Description

Maximum Query Timespan Specifies the maximum span of a Teamcenter


query in minutes (maximum=50000, minimum=5000,
default=20000).

Export Batch Size Specifies the maximum number of Teamcenter objects


handled in one thread (maximum=1000, minimum=1,
default=1000).

Active Workspace object data indexer settings


In this step, you specify data extraction times for the Active Workspace object data indexer.

Value Description

Start Time Specifies the start date and time for extracting data. All
data modified after this date and time is extracted for
indexing. Data older than the specified date and time is
not extracted. These values are only used during first-time
indexing or re-indexing.
Type a Date value of the form dd-MMM-yyyy, for example,
01-JAN-2022.
Type a Time value of the form HH:mm in 24-hour format,
for example, 23:59.

No End Time Specifies end date is the current time.

End Time Specifies the end date and time for extracting data. All
data modified before this date and time is extracted for
indexing. These values are only used during first-time
indexing or re-indexing.
Type a Date value of the form dd-MMM-yyyy, for example,
01-JAN-2012.
Type a Time value of the form HH:mm in 24-hour format,
for example, 23:59.

Active Workspace object data translator settings


In this step, you specify settings for the Active Workspace object data translator.

TEM displays this panel only if you selected the Active Workspace Object Data Translator.

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Configuring the predictive UI microservice

Value Description

Maximum Limit Specifies the maximum limit of the number of tasks the
translator can handle. The default is 3, the minimum value
is 1.

Configuring the predictive UI microservice


In this step, you choose whether to create a new database for the predictive UI microservice, or use an
existing database.

The database for the predictive UI microservice stores command histories and other data for the Active
Workspace Assistant.

• Create user and database

Choose this option to create a new database user and database. You must be prepared to enter
database system credentials when TEM prompts you.

• Use existing user and database

Choose this option if you want to use an existing database user and database. You database
administrator must create the database user and database before you proceed.

Connection settings for the predictive UI microservice


In this step, you specify Oracle connection settings for the predictive UI microservice.

Value Description

Port Specifies the number of the port on which the Oracle


server listens.
The port number was determined when the Oracle server
was installed.

Enable TCPS If you want to use secured communication with the


database using secure TCP (TCPS), select the Enable TCPS
check box, and then enter the following values.
If you do not select this check box, Teamcenter uses TCP by
default.

Wallet Location Specifies the location of the secure wallet that stores CA
certificates.

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6. Active Workspace

Value Description

This is the Oracle auto_login wallet configured on the file


system. The user under which the deployer is triggered
should have read access to this folder.

SSL Version Specifies the installed TLS version.

Configure a database for the predictive UI microservice


In this step, you configure a database for the predictive UI microservice.

The database for the predictive UI microservice stores command histories and other data for the Active
Workspace Assistant.

In the Database Server box, select your database vendor (Oracle or Microsoft SQL Server).

Enter the following database configuration values, depending on the database vendor you select.

Oracle database server values

Value Description

Host Specifies the name of the host on which the Oracle server runs.
This host must exist, and the Oracle server must be installed.

Service Specifies the name of the service for the Oracle instance.
The service name was determined when the Oracle server was
installed.

Port Specifies the number of the port on which the Oracle server listens.
The port number was determined when the Oracle server was
installed.

User Specifies a database user name:

• To connect to an existing database configured for use with


Teamcenter, enter the name defined for a database user when the
database was configured.

• To create and configure a database for use with Teamcenter, enter


the name of the database user you want to create.

Password Specifies a database password:

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Configure a database for the predictive UI microservice

Value Description

• To connect to an existing database configured for use with


Teamcenter, enter the password defined for the database user when
the database was configured.

• To configure a new database for use with Teamcenter, enter a


password for the database user you are creating.

If you chose to create a new database instead of using an existing database, provide the following
values:

System User Specifies a user name of the Oracle system administrator account. The
default value is system.

Password Specifies a password for the Oracle system administrator account.

Caution:
The password must not be empty nor contain any whitespace
characters such as space, tab, newline, carriage return, form
feed, or vertical tab.
In addition, the password must not contain any of the following
characters:

!@$%=&'"^:;._<>(){}

Database Path Specifies the location of the tablespaces for the


Teamcenter database on the Oracle server. This is typically
ORACLE_HOME\oradata\Oracle_SID (on Windows systems) or
ORACLE_HOME/oradata/Oracle_SID (on Linux systems).

Note:
The Database Path must exist and you must have write
permission to the directory.

Data Directory Specifies the path to the Teamcenter data (TC_DATA) directory.
This value is stored in the TC_DATA variable in your Teamcenter
configuration. TEM creates shared data subdirectories and files in this
location. Each data directory is associated with a single database user
within a database instance.

Note:
Do not create a TC_DATA variable in the system environment.
TEM sets this variable as required in Teamcenter scripts. Setting

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6. Active Workspace

Value Description

this variable in the operating system causes conflicts if you


install more than one configuration.

Share Name Specifies a name for the Teamcenter network share. Enter a name or
accept the default value.
During Teamcenter installation, TEM creates the network share to
the configuration directory (accessible as \\server-name\share-name)
where client workstations can access configuration information.
Because this shared directory is accessed using the UNC path, the
server must be connected to the network during the installation.

Microsoft SQL Server values

Value Description

Instance If you connect to Microsoft SQL Server using a named instance, select this
option and enter the instance name you defined when you installed MS
SQL Server.

Port If you connect to Microsoft SQL Server using a specific port, select this
option and enter the port number you specified when you installed MS
SQL Server.

Login Name Specifies a database user name:

• To connect to an existing database configured for use with Teamcenter,


enter the name defined for a database user when the database was
configured.

• To create and configure a new database for use with Teamcenter, enter
the name of the database user you want to create.

Login Password Specifies the password for the database user:

• To connect to an existing database configured for use with Teamcenter,


enter the password defined for the database user when the database
was configured.

• To configure a new database for use with Teamcenter, enter a password


for the database user you are creating.

Database Name Specifies the name of the MS SQL Server database.


The database name was determined when database was created.

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Configure a database for the predictive UI microservice

Value Description

If you chose to create a new database instead of using an existing database, provide the following
values:

System User Specifies the user name of the SQL Server system administrator account.
The default value is sa.

Password Specifies the password for the SQL Server system administrator account.

Caution:
The password must not be empty nor contain any whitespace
characters such as space, tab, newline, carriage return, form feed,
or vertical tab.
In addition, the password must not contain any of the following
characters:

!@$%=&'"^:;._<>(){}

Database Path Specifies the directory in which to create the Teamcenter database on the
SQL Server server.

Collation Specifies the collation used by the Teamcenter database on the Microsoft
SQL Server server. Collation defines the alphabet or language whose rules
are applied when data is sorted or compared.

Enable UTF-8 Specifies whether to enable support for UTF-8 encoding in the
Teamcenter database.
Microsoft SQL Server does not provide native support for UTF-8. The
Enable UTF-8 option enables the Teamcenter server to convert character
encoding to and from UTF-8 when interacting with the database.
For information about configuring your Teamcenter host to support
UTF-8, see the Teamcenter installation guides for Windows and Linux.

Data Directory Specifies the path to the Teamcenter data (TC_DATA) directory.
This value is stored in the TC_DATA variable in your Teamcenter
configuration. TEM creates shared data subdirectories and files in this
location. Each data directory is associated with a single database user
within a database instance.

Note:
Do not create a TC_DATA variable in the system environment. TEM
sets this variable as required in Teamcenter scripts. Setting this

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6. Active Workspace

Value Description

variable in the operating system causes conflicts if you install more


than one configuration.

Database system credentials for the Command Prediction Service


In this step, you specify database system settings for the Command Prediction Service.

Value Description

User Type the database system user name for the database
instance that contains Command Prediction Service
database.

Password Type the system user password for the database instance.
Command Prediction Service database.

Command Prediction Service database settings


In this step, you specify database settings for the Command Prediction Service.

Value Description

User Type the user name for the Command Prediction Service
database.

Password Type the password for the Command Prediction Service


database.
Type the password a second time in the Confirm box to
confirm.

Configuring the Command Prediction Service database


In this step, you choose whether to keep the Command Prediction Service database.

• Keep Command Prediction Service database

Choose this option to keep the current database for the Command Prediction Service.

• Drop Command Prediction Service database

Choose this option to delete the current database for the Command Prediction Service.

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FTS indexer translators

FTS indexer translators


In this step, you select indexer translators to install.

FTS indexer translator settings


In this step, you specify settings for FTS indexer translators.

Value Description

Teamcenter 4-tier URL Specifies the URL to the Teamcenter web server. The
format is:

[Link]

Replace host with the host name of the machine the runs
the web application server on which the Teamcenter web
application is deployed.
Replace port with the port used by the web application
server.
Replace web-app-name with name of the Teamcenter web
application. The default is tc.

Teamcenter Retry Count Specifies the number of attempts to connect to the


Teamcenter server.

Visualization Data Server configuration


In this step, you specify settings for the Visualization Data Server.

Value Description

Server Port Specifies the port number on which the Visualization Data
Server listens.

Teamcenter Web Tier URL Specifies the URL of the Teamcenter web tier application.
The URL must be similar to the following form:

[Link]

host is the machine running the web application


server on which the Teamcenter web application is
deployed.

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6. Active Workspace

Value Description

port is the port value used by the web application


server.

tc-web-app is the name of the Teamcenter web


application. The default is tc.

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7. Quick preconfigured installation
About quick preconfigured installation in TEM
The following TEM help topics describe panels for creating a quick preconfigured installation of
Teamcenter.

TEM provides a set of predefined common Teamcenter configurations that require minimal user input
to install. To create one of these installations, click Quick Preconfigured Install in the Install/Upgrade
Options panel:

This allows you to choose one of three common Teamcenter configurations:

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7. Quick preconfigured installation

Quick preconfigured installations provide in as few as four TEM panels Teamcenter configurations
that otherwise require as many as 18 panels. These simplified Teamcenter installations are designed
to require minimal documentation outside the installation wizard. Help for each panel in the quick
preconfigured installation process is provided from the help button .

If you want to add additional Teamcenter features during quick preconfigured installation, select the
Include additional features check box. Later in the installation, TEM displays the Features panel, in
which you can select features to add.

You can also add Teamcenter features after you complete a quick preconfigured installation using TEM in
maintenance mode.

For advanced details about Teamcenter installation, see the Teamcenter server installation guides (for
Windows and Linux) and the client installation guides (for Windows and Linux).

Choose a Teamcenter configuration to install


In this step, you choose which quick preconfigured Teamcenter configuration to install.

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Teamcenter four-tier rich client

Option Description

Teamcenter Rich Client 4–Tier Installs a Teamcenter four-tier rich client to connect to an
existing Teamcenter web tier.

Teamcenter Corporate Server and Installs a Teamcenter corporate server and a server manager to
Server Manager which Teamcenter clients can connect.

Teamcenter Corporate Server and Installs a Teamcenter corporate server with a two-tier rich
Teamcenter Rich Client 2–Tier client.

If you want to add additional Teamcenter features during quick preconfigured installation, select the
Include additional features check box. Later in the installation, TEM displays the Features panel, in
which you can select features to add.

Alternatively, you can add Teamcenter features after quick preconfigured installation using TEM in
maintenance mode. After you complete quick preconfigured installation, you can launch TEM from the
Windows start menu or from the install directory under the Teamcenter home directory. This launches
TEM in maintenance mode, allowing you to add Teamcenter features and change configuration values as
needed.

Teamcenter four-tier rich client


In this step, you provide information to install a four-tier rich client that connects to an existing
Teamcenter middle tier and corporate server.

Value Description

4 Tier Server URI Specifies the URI to the rich client middle tier. Type a URI of the
following form:

[Link]

FCC Parent Specifies the URI to the FMS server cache (FSC) used by
the local FMS client cache (FCC) in your four-tier rich client
configuration. Type a URI of the following form:

[Link]

For more information about configuring File Management


System, see the System Administration guide.

Installation Directory Specifies the directory in which you want to install Teamcenter.
Enter a directory that does not exist. TEM creates the directory
you specify.

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7. Quick preconfigured installation

Note:
If your network uses IPv6 (128-bit) addresses, use the hostname in URIs and do not use the literal
addresses, so the domain name system (DNS) can determine which IP address should be used.

Teamcenter corporate server and two-tier rich client


In this step, you provide information to create the Teamcenter corporate server and install a two-tier rich
client.

This option also installs the Teamcenter Business Modeler IDE client to use to administer the Teamcenter
corporate server.

Before you proceed, make sure you have the following values for your database server:

• Database type (Oracle or Microsoft SQL Server)


• Database name and port
• Database system user name and password

If you do not know these values, contact your database administrator.

For information about installing a database server and configuring databases for use with Teamcenter,
see Teamcenter Installation on Windows Using TEM and the Teamcenter Installation on Linux Using
TEM in the Teamcenter documentation.

Value Description

OS User Password Specifies the password for the operating system user account
under which you logged on before you launched TEM.
Teamcenter services run under this account.
If you want to install Teamcenter under a different account,
cancel this installation and restart TEM using the account you
want to use.

Use License File Specifies the location of the Teamcenter license file ([Link]). If
you set the SPLM_LICENSE_SERVER environment variable, this
box contains the value specified in that variable.

Database Type Specifies the database vendor for your database. Select Oracle
or Microsoft SQL Server.

Host Specifies the name of the host on which the database server
runs.

Database Name/Service Specifies the name of the database to be used by Teamcenter.


For Microsoft SQL Server databases, this box is labeled
Database Name. For Oracle databases, it is labeled Service.

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Teamcenter corporate server and two-tier rich client

Value Description

Type the name of the database or Oracle service to be used by


Teamcenter. This name was defined when the database server
was created.

Port Specifies the port number used by the database server. The
port number was determined when the database server was
installed.

Database System User Specifies the user name of the database system administrator
account.
The default value is one of the following:

• Oracle databases: system


• Microsoft SQL Server databases: sa

Database System Password Specifies the password for the database system administrator
account.

Caution:
The password must not be empty nor contain any
whitespace characters such as space, tab, newline,
carriage return, form feed, or vertical tab.
Make sure the password does not contain space
characters or any of the following characters:

!@$%'": ;.<>(){}

Database Directory Specifies the directory in which to create the Teamcenter


database on the database server.
Type an appropriate location. If necessary, consult your
database administrator. For Oracle servers, the database path
is typically ORACLE_HOME\oradata\Oracle_SID (on Windows
systems) or ORACLE_HOME/oradata/Oracle_SID (on Linux
systems).

Character Encoding Type Specifies by canonical name of the character encoding set
Teamcenter clients use to access the database.

Caution:
To prevent data corruption, this character encoding set
must match the encoding set used by the Teamcenter
database.

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7. Quick preconfigured installation

Value Description

For more information about character encoding sets, see


Teamcenter Localization.

Volume Directory Specifies the path to the Teamcenter volume.


A Teamcenter volume is a directory that stores files managed
by Teamcenter. It is controlled by one, and only one, database.
In this quick preconfigured installation, TEM creates the
Teamcenter database and volume, and also an FMS server
cache (FSC) that creates and serves default volumes. The
volume can be created while installing a Teamcenter corporate
server or a volume server.
After installation, you can optionally create additional volumes
for a database using TEM or the rich client Organization
application.

Note:
If the specified volume directory does not have sufficient
space, TEM prompts you to specify a different location.

Installation Directory Specifies the directory in which you want to install Teamcenter.
Enter a directory that does not exist. TEM creates the directory
you specify.

Teamcenter corporate server and server manager


In this step, you provide information to create the Teamcenter corporate server and configure the server
manager to which Teamcenter four-tier rich clients can connect.

This option also installs the Teamcenter two-tier rich client and the Business Modeler IDE client to use to
administer the Teamcenter corporate server.

Before you proceed, make sure you have the following values for your database server:

• Database type (Oracle or Microsoft SQL Server)


• Database name and port
• Database system user name and password

If you do not know these values, contact your database administrator before you proceed.

For information about installing a database server and configuring databases for use with Teamcenter,
see Teamcenter Installation on Windows Using TEM and the Teamcenter Installation on Linux Using
TEM in the Teamcenter documentation.

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Teamcenter corporate server and server manager

Value Description

OS User Password Specifies the password for the operating system user account
under which you logged on before you launched TEM.
Teamcenter services run under this account.
If you want to install Teamcenter under a different account,
cancel this installation and restart TEM using the account you
want to use.

Use License File Specifies the location of the Teamcenter license file ( [Link]). If
you set the SPLM_LICENSE_SERVER environment variable, this
box contains the value specified in that variable.

Database Type Specifies the database vendor for your database. Select Oracle
or Microsoft SQL Server.

Host Specifies the name of the host on which the database server
runs.

Database Name/Service Specifies the name of the database to be used by Teamcenter.


For Microsoft SQL Server databases, this box is labeled
Database Name. For Oracle databases, it is labeled Service.
Type the name of the database or Oracle service to be used by
Teamcenter. This name was defined when the database server
was created.

Port Specifies the port number used by the database server. The
port number was determined when the database server was
installed.

Database System User Specifies the user name of the database system administrator
account.
The default value is one of the following:

• Oracle databases: system


• Microsoft SQL Server databases: sa

Database System Password Specifies the password for the database system administrator
account.

Caution:
The password must not be empty nor contain any
whitespace characters such as space, tab, newline,
carriage return, form feed, or vertical tab.
Make sure the password does not contain space
characters or any of the following characters:

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7. Quick preconfigured installation

Value Description

!@$%'": ;.<>(){}

Database Directory Specifies the directory in which to create the Teamcenter


database on the database server.
Type an appropriate location. If necessary, consult your
database administrator. For Oracle servers, the database path
is typically ORACLE_HOME\oradata\Oracle_SID (on Windows
systems) or ORACLE_HOME/oradata/Oracle_SID (on Linux
systems).

Character Encoding Type Specifies by canonical name of the character encoding set
Teamcenter clients use to access the database.

Caution:
To prevent data corruption, this character encoding set
must match the encoding set used by the Teamcenter
database.

For more information about character encoding sets, see


Teamcenter Localization.

Volume Directory Specifies the path to the Teamcenter volume.


A Teamcenter volume is a directory that stores files managed
by Teamcenter. It is controlled by one, and only one, database.
In this quick preconfigured installation, TEM creates the
Teamcenter database and volume, and also an FMS server
cache (FSC) that creates and serves default volumes. The
volume can be created while installing a Teamcenter corporate
server or a volume server.
After installation, you can optionally create additional volumes
for a database using TEM or the rich client Organization
application.

Note:
If the specified volume directory does not have sufficient
space, TEM prompts you to specify a different location.

Installation Directory Specifies the directory in which you want to install Teamcenter.
Enter a directory that does not exist. TEM creates the directory
you specify.

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8. Business Modeler IDE
Business Modeler IDE templates
In this step, you select templates to apply to your Business Modeler IDE environment. Business Modeler
templates contain the data model for Teamcenter components. The Teamcenter Foundation template
contains the data model used for core Teamcenter functions. Other templates extend this template.

Select the Teamcenter Foundation template and any other templates you want to apply.

Additional templates, such as custom templates you built, are also available to select if you placed them
in the TC_ROOT\install\software directory before you launched TEM.

Note:
If you have custom templates that are not displayed, place those templates in the
TC_ROOT\install\software directory. Then, click Browse to locate those templates and add them
to the table of available templates, or re-launch TEM to load those templates automatically.

Database Configuration Change


This panel contains important information about steps you must perform to complete the Business
Modeler IDE installation. Select the check box to indicate you have read this information, then click Next
to continue.

Business Modeler IDE templates


In this step, you add templates to apply to your Business Modeler IDE environment. The templates
contain the data model for Teamcenter solutions.

This panel shows two lists. The Installed Templates list displays the list of templates already installed
and available for use within the Business Modeler IDE client. The Candidate Templates list displays the
list of new templates you select to update or install.

Custom templates you built are available to select if you placed them in the TC_ROOT\install\software
directory before you launched TEM.

Note:
If you have custom templates that are not displayed, place those templates in the
TC_ROOT\install\software directory. Then, click Browse to locate those templates and add them
to the table of available templates, or re-launch TEM to load those templates automatically.

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8. Business Modeler IDE

Value Description

Installed Templates The templates installed to the server.

Candidate Templates Templates that can be installed to the server, obtained by clicking the
Browse button and locating the templates. Select the templates you want
to install to the Business Modeler IDE.

Browse Click this button to locate templates to install to the Business Modeler IDE.
Default Teamcenter templates are located on the installation source in the
tc directory.

Business Modeler IDE client


In this step, you select templates to install in the Business Modeler IDE.

Templates contain the data model for Teamcenter components. The Teamcenter Foundation template
is installed by default. The Foundation template contains the data model used for core Teamcenter
functions. All custom templates must extend the Foundation template.

Click Add to select the templates to install. Click Remove to remove templates from the list.

If you have custom templates or templates from a third-party to install, click Browse and browse to the
directory where the templates are located.

To view the contents of a template, click View.

Note:
• Select the same templates that were installed on the server so that the Business Modeler IDE
contains the same data model definitions as the server.

• If TEM displays a message that it could not find all the required templates, click Update to locate
the missing templates.

Database Template Summary


This panel is for information only. It displays a list of templates to be applied when TEM populates the
database during installation. Click Next to accept and continue.

Database configuration
In this step, you verify the list of templates to be applied to the database according to the features in
your configuration.

If a template is shown without an associated feature, click Browse to locate the missing feature XML file.

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Updating a database

Updating a database
This panel allows you to apply updated database templates when performing maintenance on your
Teamcenter configuration.

The database update mode depends on the option you select under Teamcenter Foundation in the
Feature Maintenance panel:

• Update Database (Full Model)

Updates the database with Business Modeler IDE templates that contains all the custom data model,
including schema items such as business objects and classes.

• Update Database (Perform Live Updates)

Updates the database with live update templates that contain only nonschema data such as LOVs and
rules.

The template list shows currently installed templates. If a template is present and is the correct version,
the Status column displays a checkmark icon for that template.

To query the database for installed templates and refresh the list of templates, click Refresh.

Full model updates

To add a template to the list, or to update an existing template, click the Browse button to navigate
to the directory where your packaged template files are located. Select the updated feature_template-
[Link] file.

The Status column displays a refreshed status icon for templates to be refreshed.

Note:
• You can also update a template using the tem command line utility, for example.

tem -update -full -templates=template-name-1,template-name-2 -path=location-of-template-files


-pass=password

• If you are fixing a COTS template (for example, the Foundation template) using a new template
file provided in a patch, you must copy the template's feature_template-[Link] and the
template-name_install.zip files to the same temporary directory containing the new template-
name_template.zip file.

For more information about packaging template files and updating database templates, see BMIDE for
Data Model Design.

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8. Business Modeler IDE

Live updates

Click the Browse button to navigate to the directory where your packaged template files are located.
Select the updated template-name_template_live_update.zip file.

Select the template in the table to receive live updates, and then click Next to proceed with the update.

Note:
The system checks if the live update project is synchronized with the server. If there is data on the
server that is not in the live update project, the update fails. You must synchronize the data model
from the Business Modeler IDE, repackage, and attempt the update once more.
If installation of the live updates fails, check the message in the TEM panel. Installation may
have failed because the server you are attempting to install to does not have the Live Update
preference set to accept live changes. In this case, you must ask the administrator of that
production server to change the preference to accept the live updates.

For more information about live updates, see BMIDE for Data Model Design.

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9. File Management System
About File Management System installation in TEM
The following TEM help topics describe panels that allow you to create and manage File Management
System (FMS) volumes and services. For more information about using FMS, see the appropriate server
installation guide (for Windows or ) and see System Administrationthe System Administration guide.

FCC settings
In this step, you configure the installation directory for the FMS client cache (FCC) process for the locally
installed rich client.

The FCC process uploads files to a file server, requests files from the file server, and caches client files.

Value Description

Use current FCC Select this option if you want to keep your existing FCC location.

Use new FCC Select this option if you want to use the proposed new FCC location.

Teamcenter Environment Manager sets the FMS_HOME environment variable on this host to point to
the selected location.

If you want to use the proposed FMS_HOME location but add information from the current FMS_HOME
location on the client host, select Merge values from existing FMS_HOME. This results in an FCC
configured to support the previous FMS_HOME environment as well as the one being installed.

Note:
The option to merge values from an existing FMS_HOME location is enabled only if your current
configuration includes Teamcenter Foundation and the existing FMS_HOME location meets the
following conditions:

• Detectable
The previous FMS_HOME location must be the current value of the FMS_HOME environment
variable.

• Accessible
The installer must be able to open and read the previously installed [Link] file to extract the
required information.

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9. File Management System

• Legible
The installer must be able to parse this information using the [Link] file being installed.
At a minimum, it must be well-formed XML, containing no XML features absent from the
installing DTD.

• Upgradable
The existing installation must be of an equal or earlier version than that you are installing.
Retrograde merges may be detected if the version attribute of the fccconfig element of the
[Link] file is in the current FMS_HOME directory.

For advanced FCC configuration options, including enabling Teamcenter client communication system
(TCCS), click Advanced.

FCC parents
In this step, you specify the FMS server caches (FSCs) used by the FMS client cache (FCC). The FCC can
have multiple parent FSCs. FSCs are used in the priority you specify.

The FSC assignment mode box specifies how you want to assign FSCs.

To add an FSC to the list, click Add. TEM adds a row to the table of FSC values. Double-click the Protocol,
Host, Port, or Priority boxes to enter values.

To modify a value in the table, double-click the box and enter the new value.

To remove an FSC from the table, select the row and click Delete.

Installing FMS server cache


In this step, you install and configure an FMS server cache (FSC) process that acts as either a volume
server for file management or a server-level performance cache server for shared data access between
multiple users:

• When you install Teamcenter on a host that physically contains or directly mounts a Teamcenter
volume, you install an FSC to act as a volume server, uploading files to a Teamcenter volume and
downloading files from the volume.

• When you install Teamcenter on a host where a volume is not located or directly mounted, you install
an FSC to act as a performance cache server, managing two segment file caches, one for downloading
files and one for uploading files.

• You also either install an FMS master configuration file on this host or identify a host in the FMS
network that has an installation of this file (the master host).

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FSC cache settings

The FMS master configuration file describes the FMS network and provides default configuration
values for FMS server caches and client caches. When you install multiple volumes on different hosts
for the same database, the multiple FSCs are linked through a common FMS master host.

References:

• For an overview of installing FMS and Teamcenter volumes, see Teamcenter Installation on Linux
Using TEM and Teamcenter Installation on Windows Using TEM in the Teamcenter help library.

• For detailed descriptions of the FMS deployment options and configuration choices, see the System
Administration guide in the Teamcenter online documentation.

Value Description

FSC ID Specifies the identifier that FMS uses to identify this FSC server within the
FMS network; it must be unique within the network.

Port The port address dedicated to the FSC process. The default value is 4544.

Enable configuration Specifies that you want to install the FMS master configuration file
master ([Link]) on the local host.

Tip:
If you are installing only one FSC server in the network, you must
select this option. Each Teamcenter network must have at least one
master configuration file and one FSC designated to read this file.

FSC Parent URL Specifies the URL to the parent FSC if the current FSC is not a master.

For advanced FSC configuration options, click Advanced.

FSC cache settings


In this step, you specify settings for the FSC cache.

Value Description

Read Cache

Directory Specifies the path to the file system location on the local host for
the read cache required when the FSC server acts as a cache server.
The directory must not exist; it is created by Teamcenter Environment
Manager.
The default $HOME setting creates the read cache in the $HOMEPATH
directory for Windows systems and in the /tmp directory for Linux
systems.

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9. File Management System

Value Description

Tip:
For FMS to operate correctly, the location you specify must be on
the local host.

Max. Size (MB) Specifies the size in megabytes for the read cache required when the
FSC server acts as a cache server.

Tip:
If you are installing a volume on this host, FMS does
not use the read cache; Siemens Digital Industries
Software recommends accepting the default cache size (10
megabytes). Do not specify 0; specifying 0 creates a file
cache with a default size larger than 10 megabytes.

If you are not installing a volume on this host, FMS


acts as a cache server. In this case, Siemens Digital
Industries Software recommends increasing the value to
1000 megabytes.

Write Cache

Directory Specifies the path to the file system location on the local host for
the write cache required when the FSC server acts as a cache server.
The directory must not exist; it is created by Teamcenter Environment
Manager.
The default $HOME setting creates the write cache in the Documents
and Settings directory for Windows systems and in the /tmp directory
for Linux systems.

Tip:
For FMS to operate correctly, the location you specify must be on
the local host.

Max. Size (MB) Specifies the size in megabytes for the write cache required when the
FSC server acts as a cache server.

Tip:
• If you are installing a volume on this host, FMS does not
use the write cache; Siemens Digital Industries Software

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FSC proxy settings

Value Description

recommends accepting the default cache size (10 megabytes).


Do not specify 0; specifying 0 creates a file cache with a
default size larger than 10 megabytes.

• If you are not installing a volume on this host, FMS acts as a


cache server. In this case, Siemens Digital Industries Software
recommends increasing the value to 512 megabytes or more.

FSC proxy settings


In this step, you specify proxy settings for the FMS server cache (FSC).

Value Description

Enable HTTP Proxy Specifies that this FSC server contacts other FSC servers through a
proxy server in HTTP mode.

Tip:
Select this option only when installing other FSC processes that
can be contacted only through a firewall.

Host Specifies the name of the host running the HTTP proxy server.

Port Specifies the number of the port the HTTP proxy server listens on.

Enable HTTPS Proxy Specifies that this FSC server communicates with other FSC servers
through a proxy server in HTTPS mode.

Tip:
Select this option only when installing other FSC processes that
can be contacted only through a firewall.

Host Specifies the name of the host running the HTTPS proxy server.

Port Specifies the number of the port the HTTPS proxy server listens on.

FSC service – FCC defaults


In this step, you enter default settings FMS clients use to connect to the FSC service.

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9. File Management System

Value Description

Windows Cache Specifies the default file system location for the FMS client cache (FCC) on
Directory all Windows-based rich client hosts. This default setting can be overridden
by the FCC configuration file.

Tip:
Select a location that can be created locally on all Windows-
based rich client hosts. The value you enter must include a
reference to $HOME or $USER.

Linux Cache Directory Specifies the default file system location for the FMS client cache (FCC) on
all Linux-based rich client hosts. This default setting can be overridden by
the FCC configuration file.

Tip:
Select a location that can be created locally on all Linux-based
rich client hosts.

Max. Read Cache Size Specifies the default maximum size in megabytes of whole files
(MB) downloaded from the volume to rich client hosts.
This default setting can be overridden by the FMS client cache
configuration file.

Tip:
Select a size large enough to accommodate the largest whole file
that users download from the volume.

Max. Write Cache Size Specifies the default maximum size in megabytes of whole files uploaded
(MB) to a volume from rich client hosts.
This default setting can be overridden by the FMS client cache
configuration file.

Tip:
Select a size large enough to accommodate the largest whole file
that users upload to the volume.

Max. Partial Cache Size Specifies the default maximum size in megabytes of the segment file
(MB) cache used by Teamcenter lifecycle visualization and Engineering Process
Management Visualization on rich client hosts.

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Selecting the FSC deployment model

Value Description

This default setting can be overridden by the FMS client cache


configuration file.

Tip:
• If no or few rich client users in the network deploy Lifecycle
Visualization, Siemens Digital Industries Software recommends
setting this cache size to 10 megabytes. Do not specify 0;
specifying 0 creates a file cache with a default size larger than
10 megabytes.

• If rich client users in the network deploy Lifecycle Visualization,


Siemens Digital Industries Software recommends setting this
cache size in the range of 2000 megabytes to 4000 megabytes.
The cache size is initially small, expanding to the maximum size
only if a user launches Lifecycle Visualization to view a file of
that size. The initial size of the cache is proportional to the value
specify.

Parent FSCs are listed in the Client Accessible External Sites table. To add a parent FSC to the list, click
Add. To edit or remove an existing site in the table, click Edit or Remove.

For more information about configuring File Management System, see the System Administration guide.

Selecting the FSC deployment model


In this step, you choose the FMS server and volume model deployment model you want to use. Select a
model from the list. Teamcenter Environment Manager displays a description of the selected model.

FSC service additional sites


In this step, you can enter information about additional sites to which the FMS server cache (FSC)
service can connect.

To add a site to the list, click Add.

To edit or remove an existing site, click Edit or Remove.

When you run TEM in maintenance mode, you can click Scan to locate existing FSCs in your Teamcenter
configuration.

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9. File Management System

Note:
If you have multiple FSCs, it may be useful to group them. You can add FSC groups when you run
TEM in maintenance mode.

Adding an external site


In this step, you enter settings for an additional external site.

Value Description

Site ID Specifies the site ID for the external site.

Assignment Mode Specifies an FSC assignment mode. The options are


clientmap and parentfsc. Select parentfsc only if
recommended by your system administrator. The default
value is clientmap.

You can also specify an FSC assignment mode in FSC assignment mode. The options are clientmap
and parentfsc. Select parentfsc only if recommended by your system administrator. The default value is
clientmap.

To add a site to the list of external FSCs accessible from this host, click Add. To enter or change any value
in the table of sites, double-click the box containing that value, and then type the new value.

Value Description

Protocol Specifies the protocol used by the FSC. The default value is
http.

Host Specifies the host name of the FSC.

Port Specifies the port used by the FSC. The default value is
4544.

Path Specifies the path to the FSC.

Priority Specifies the assignment priority for the FSC. The default
value is 0.

Transport Specifies the transport mode used by the FSC. The default
value is lan.

To remove a site from the list, click Remove.

For more information about configuring File Management System, see the System Administration guide.

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Create/Edit remote site

Create/Edit remote site


In this step, enter the connection information for the remote site.

Value Description

Site ID Provide an ID for the remote site.

FSC ID Enter the ID of the FSC you want to assign to the remote site.

Protocol Select the transport method to use to connect to the remote site, either
http or https (HTTP secure).

Host Enter the name of the remote site host machine.

Port Enter the port address dedicated to the FSC process. The default is 4544.

Priority Enter a number to designate the priority this remote site has for
processing. The default is 0, meaning that it has the highest priority. Next
would be priority 1, followed by priority 2, and so on.

FSC service connections


In this step, you specify ports on which the FMS server cache (FSC) service listens.

The FSC service can listen on multiple ports.

To add a port to the list, click Add. TEM adds a row to the table of port values. Double-click the Port or
Protocol boxes to enter values.

To modify a value in the table, double-click the box and enter the new value.

To remove a port from the table, select the row and click Delete.

Rich client FCC parent settings


In this step, you specify settings for accessing the parent hosts of the FMS file server cache (FSC).

You can specify a FSC assignment mode in FSC assignment mode. The options are clientmap and
parentfsc. Choose parentfsc only if recommended by your system administrator. The default value is
clientmap.

Parent hosts are listed in the FCC Parents field. To add a parent host to the list, perform the following
steps:

1. Click Add.

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9. File Management System

2. Double-click the Host box, then type the host name of the FSC.

3. Double-click the Port box, then type the port used by the FSC. The default value is 4444.

4. In the Protocol box, type the appropriate protocol used by the FSC.

5. In the Transport box, type the appropriate transport mode used by the FSC. The default value is
lan.

If you want to add access to additional hosts, repeat steps 1 through 5 to add access information for
each FSC parent host.

After you add an FSC host, you can remove hosts from the list or edit settings using the Remove and
Edit buttons. You can also change the priority the rich client uses in accessing FSC parent hosts by
selecting a host in the table and clicking the Up or Down buttons.

For more information about configuring File Management System, see the System Administration guide.

FSC service additional group sites


In this step, you can enter information about additional FMS server cache (FSC) group sites to which the
FSC service can connect.

If you have multiple FSCs, it may be useful to group them. Create FSC groups from this panel when you
run TEM in maintenance mode.

To add an FSC group to the list, click Add. TEM adds a row to the table of remote sites. Double-click the
FSC Group, Site ID, FSC ID, FSC Server, or Priority boxes to enter values.

To modify a value in the table, double-click the box and enter the new value.

To remove a site from the table, select the row and click Delete.

When you run TEM in maintenance mode, you can click Scan to locate existing FSCs in your Teamcenter
configuration.

Verifying the FSC service


In this step, the installer checks if an FSC (FMS server cache) is installed and whether it is configured as a
master. If both are true, click NEXT to continue this maintenance activity.

FSC client map


In this step, click the Add button to add a new DNS (domain name system) mapping to the FMS master.
When you click the Add button, enter values in the Create/Edit FSC Client Map dialog box:

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FSC groups

Value Description

FSC Group Select an FSC group to assign the DNS. An FSC group is a group of server
caches defined in the FMS master configuration file.

DNS Mapping Select the type of DNS-based client map you want the FSC to use.

FSC ID Select the FSC to which you want to map the FSC.

FSC Transport Select lan (local area network) or wan (wide area network) as the kind of
network to transport the FSC data.

Priority Enter the priority you want to assign this DNS on the server, for example,
0,1, 2, 3, and so on.

FSC Connection Select the type of connection to make with the FSC.

FSC groups
In this step, click the Add button to add FSC groups. An FSC (FMS Server Cache) group is a group of
server caches defined in the File Management System (FMS) master configuration file.

FSC nonmaster settings


In this step, you enter the host, port, protocol, and priority values for the FSC master service.

FSC servers
In this step, enter the FSC servers that are accessible from this FMS master.

Value Description

Server ID Enter the ID you want to assign to the FSC.

Address Specified the address of the FSC.

FSC Group Select the FSC group that this new FSC will belong to. An FSC can only
belong to one group.

Server Type Select the type of FSC server you are creating:

• Master FSC Server

The main FSC server.

• Non-Master FSC Server

A secondary FSC server.

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Value Description

• External Load Balancer

A server that helps route FMS messages.

External Load Balancer Select the external load balancer to use with this FSC server. External load
balancers are external network hardware devices not supplied by Siemens
Digital Industries Software, but are capable of forwarding FMS messages
through network channels to other FSCs.

Specify the user account for the FSC service


In this step, you specify the user account under which the FMS server cache (FSC) service runs.

Value Description

Local System account Specifies you want the FSC service to run under the current local
system user account (the account under which you run TEM).

This account Specifies you want the FSC service to run under a different user
account.
If you choose this option, type the credentials for the account.

User Specifies user name or the domain and user name for the account,
for example, domain\user.

Password Specifies the password for the designated user account.

FSC service additional group sites


In this step, you can enter information about additional FMS server cache (FSC) group sites to which the
FSC service can connect.

If you have multiple FSCs, it may be useful to group them. Create FSC groups from this panel when you
run TEM in maintenance mode.

To add an FSC group to the list, click Add. TEM adds a row to the table of remote sites. Double-click the
FSC Group, Site ID, FSC ID, FSC Server, or Priority boxes to enter values.

To modify a value in the table, double-click the box and enter the new value.

To remove a site from the table, select the row and click Delete.

When you run TEM in maintenance mode, you can click Scan to locate existing FSCs in your Teamcenter
configuration.

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FSC service additional sites

FSC service additional sites


In this step, you can enter information about additional sites to which the FMS server cache (FSC)
service can connect.

To add a site to the list, click Add. TEM adds a row to the table of remote sites. Double-click the Site ID,
FSC ID, or FSC Server boxes to enter values.

To modify a value in the table, double-click the box and enter the new value.

To remove a site from the table, select the row and click Delete.

When you run TEM in maintenance mode, you can click Scan to locate existing FSCs in your Teamcenter
configuration.

Note:
• You cannot specify multiple remote FSCs using TEM. You can do this only by manually updating
the master configuration ([Link]) file.
If you enter multiple FSCs in TEM, only the last-created site ID is recorded in the master
configuration file. TEM does not display any message that states this.
For more information about specifying multiple remote FSCs in the [Link] file, see the
System Administration guide.

• If you have multiple FSCs, it may be useful to group them. You can add FSC groups when you
run TEM in maintenance mode.

Create/Edit FSC client map


In this step, use DNS (domain name system) names to map an FMS client cache (FCC) to the parent FMS
server cache (FSC).

Value Description

FSC Group Select an FSC group to assign the DNS.


An FSC group is a group of server caches defined in the FMS master
configuration file.

IP Subnet/Mask Enter the Internet Protocol (IP) subnet and mask address for the DNS.

CIDR Enter the Classless Inter-Domain Routing (CIDR) value that specifies the
desired subnetted IP address in the form.

DNS Zone Enter the DNS zone if you want to use a zone instead of subnet and mask.

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9. File Management System

Value Description

DNS Hostname Enter the DNS host name if you want to use host name instead of subnet
and mask.

DNS Default Select if you want to use the system's default DNS address. Use this
whenever subnet/mask, DNS zone, or DNS host name client maps fail
to map an FCC. This default attribute replaces the legacy mask=[Link]
technique previously used for subnet/mask maps.

DNS Not Defined Select if the DNS is not defined for the system. This can be used to define
an FSC map whenever a requesting FCC’s IP address cannot be converted
to a DNS name.

FSC ID Enter the ID you want to assign to the FSC.

Priority Enter the priority you want to assign this DNS on the server, for example,
0,1, 2, 3, and so on.

FSC Transport Select lan (local area network) or wan (wide area network) as the kind of
network to transport the FSC data.

FSC Connection Select the type of connection to make with the FSC.

Create/Edit file store group


In this step, you define a file store group, which specifies volumes to be load balanced across several
FSCs. You can load balance FMS data by distributing the network access load.

Select the FSC (FMS server cache) group to which the file store group belongs. Then select the FSC
servers and external load balancers in the table that should have access to the file store group. Also
select the priority with which each server accesses the volume.

Value Description

Name Enter the name you want to assign to the file store group.

FSC Group Select an FSC group to assign to the file store group. (An FSC Group is a
group of server caches defined in the FMS master configuration file.)

FSC Servers and External Select the FSC servers and external load balancers that should have access
Load Balancers to the file store group, and select the priority to define its load balancing
priority (for example, 0, 1, 2, 3, and so on).

Create/Edit FSC group


In this step, you provide a name for the FSC group. An FSC (FMS server cache) group is a group of server
caches defined in the File Management System (FMS) master configuration file.

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Create/Edit FSC server

Create/Edit FSC server


In this step, enter the information for the FSC server or external load balancer.

FMS caching enables placing the data close to the user, while maintaining a central file volume and
database store. FMS requires the installation of FMS server cache (FSC) and FMS client cache (FCC)
components. The FSC component provides a server process and file caches for Teamcenter server hosts.
(The FCC component provides a client process and file caches for rich clients on user workstations.)

Value Description

FSC ID Enter the ID you want to assign to the FSC.

FSC Group Select the FSC group that this new FSC will belong to. An FSC can only
belong to one group.

Host Enter the name of the host machine where the FSC will reside.

Server Type Select the type of FSC server you are creating:

• Master FSC Server

The main FSC server.

• Non-Master FSC Server

A secondary FSC server.

• External Load Balancer

A server that helps route FMS messages.

External Load Balancer Select the external load balancer to use with this FSC server. External load
balancers are external network hardware devices not supplied by Siemens
Digital Industries Software, but are capable of forwarding FMS messages
through network channels to other FSCs.

Protocol The transport method, either http or https (http secure).

Port The port address dedicated to the FSC process.

Add Click to add a port for the server to use. By default the http protocol
is assigned port 4544, and the https protocol is assigned port 4545. To
change the port, click in the port cell.

Delete Click to remove a protocol and port.

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File store group


In this step, you assign volumes to file store groups. A file store group specifies volumes to be load
balanced across several FSCs. Grouping volumes into file store groups is not required, but it is useful
when creating a failover FMS master.

Value Description

Add Click the Add button and enter the name of the file store group. Then click
the arrow in the FSC Group box to select the FSC group to which the file
store belongs. Select the FSC servers and external load balancers in the
table that can access to the file store group. Also select the priority with
which each server accesses the volume.

Edit Make changes to the file store group.

Delete Remove a file store group.

Scan for sites


Select the sites to which this FSC should have access.

Value Description

Import Specifies whether the site is imported.

Site ID Specifies the ID for the FSC site.

FSC ID Specifies the ID for the FSC (FMS Server cache).

FSC Server Specifies the server where the FMS process runs.

Priority Specifies the priority that this site has for processing, for example, 0,1, 2,
3, and so on.

Assign to FSC group


In this step, you select the FSC group to assign to the servers. An FSC group is a group of server caches
defined in the FMS master configuration file. All FSCs must belong to one, and only one, FSC group.

Volume query
In this step, you search for available volumes in the FMS master file. Volumes can be assigned to an FSC
server, to an external load balancer, or to a file store group.

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FSC security

Value Description

Assign Click this button to assign a volume to an FSC server, to an external load
balancer, or to a file store group. Choose these options on the Assign
Volume dialog box:

• Assign to FSC Server or External Load Balancer

Select to assign the volume to an FSC server (a machine where FMS


processes run) or an external load balancer (a machine designated to
take some of the load of FMS processes).

• Assign to File Store Group

Select to assign the volume to a file store group, which specifies


volumes to be load balanced across several FSCs.

Delete Click this button to delete the selected volume from the table.

Scan Click this button to query the database for a current list of volumes. Any
new volumes will be added to the list, and any information on existing
volumes will be updated.

FSC security
In this step, you specify whether to enable HTTPS access and also specify the HTTPS access port.

Create/edit remote group site


In this step, enter the connection information for the remote site.

Value Description

FSC Group Select an FSC group from the list.

Site ID Provide an ID for the remote site.

FSC ID Enter the ID of the FSC you want to assign to the remote site.

Protocol Select the transport method to use to connect to the remote site, either
http or https (HTTP secure).

Host Enter the name of the remote site host machine.

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Value Description

Port Enter the port address dedicated to the FSC process. The default is 4544.

Priority Enter a number to designate the priority this remote site has for
processing. The default is 0, meaning that it has the highest priority. Next
would be priority 1, followed by priority 2, and so on.

Cloud DSS volume settings


In this step, you specify settings for the cloud volume.

In addition to standard network storage of volumes, File Management System (FMS) supports S3 cloud
volumes through the Cloud Data Storage Service (DSS). DSS lets you create volumes that are stored on
Amazon S3 cloud-based servers. Configuration and use of S3 cloud storage is currently supported with
Siemens Managed Services accounts only.

Value Description

Enable Cloud Data Enables the Cloud Data Storage Service.


Storage Service
(DSS)

Keystore Password Specifies a password to protect the keystore file containing the Cloud Data
Storage Service credentials.

Account ID Specifies the ID of the Cloud Data Storage Service account that stores
Teamcenter volumes.

User ID Specifies the user ID for the Cloud Data Storage Service account that stores
Teamcenter volumes.

Access Key ID Specifies the ID of the key used to access Teamcenter volumes stored in
the Cloud Data Storage Service account.

Secret Access Key Specifies the secret string of the key used to access Teamcenter volumes
stored in Cloud Data Storage Service account.

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10. Teamcenter client communication
system
About Teamcenter client communication system configuration in
TEM
The following TEM help topics describe panels for installing and configuring Teamcenter client
communication system (TCCS).

For more information about installing and configuring TCCS, see the appropriate server installation
guide (for Windows or Linux).

For more information about managing TCCS environments, see the System Administration guide.

Teamcenter client communication system (TCCS) switch


In this step, you choose whether to enable TCCS in your Teamcenter installation. TCCS provides client
support for proxy environments and centralized configuration capabilities.

Select the Use Configurations and Environments check box to use TCCS configurations.

For more information about managing TCCS environments, see the System Administration guide.

TCCS environment settings


In this step, you specify environment settings for Teamcenter client communication system (TCCS)
environments.

A single TCCS configuration can contain multiple environments, providing support for multiple versions
or server databases. For example, you may want to install some TCCS environments with Security
Services (SSO), some environments without SSO, some environments on one server, and other
environments on another server.

If multiple environments are configured, all environments are displayed at rich client logon, allowing the
user to select which TCCS environment to use.

To add an environment to the table of TCCS environments, click Add. This adds a row to the table.
Double-click a box in the new row to type a value. For each environment, type the following values.

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10. Teamcenter client communication system

Value Description

Name Specifies a name for the TCCS environment.

URI Specifies a URI for the TCCS environment, for example:

[Link]

Tag (Optional) Specifies a tag for the environment that can


be used to filter the list of TCCS environments during rich
client logon.
When installing a rich client, you can optionally provide
a Client Tag Filter value to filter the list of environments
displayed in the rich client to those environments that
match the filter.

Example:
You create 10 environments, three on Server1
with Security Services, three on Server1 without
Security Services, and four on Server2.
Tag the environments SSO, no SSO, and Server2,
respectively.

SSO App ID Specifies a Security Services (SSO) application ID. Type


an application ID if you want to add a Security Services
environment to your TCCS environment.

SSO Login URL Specifies the logon URL to the Security Services
environment.

Note:
• You must set up the Security Services
environment before you configure TCCS.
For example, in the SSO App ID box, type
the value of the SSO_APPLICATION_ID context
parameter from the web tier installation. In the
SSO Login URL box, type the value of the
SSO_LOGIN_SERVICE_URL context parameter.

• If you use Security Services in applet-free mode,


append /tccs to the end of SSO Login URL value,
for example:

[Link]

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TCCS forward proxy settings

To remove a configuration from the table, select the appropriate row and click Remove.

Note:
If your network uses IPv6 (128-bit) addresses, use the hostname in URIs and do not use the literal
addresses, so the domain name system (DNS) can determine which IP address should be used.
For more information about managing TCCS environments, see the System Administration guide.

TCCS forward proxy settings


In this step, you define forward proxy settings for Teamcenter client communication system (TCCS).

Value Description

Do not use forward proxy Specifies that you do not want to use a forward proxy.

Use web browser settings Specifies that you want to obtain proxy settings from your
web browser.

Detect settings from network Specifies that you want to obtain proxy settings from your
local network.

Retrieve settings from URL Specifies that you want to obtain settings from a specified
URL.

Proxy URL Specifies the URL to the web server from which you want
to obtain proxy settings. This value must be a valid URL for
a forward proxy autoconfiguration file.

Configure settings manually Specifies that you want to enter proxy settings manually.

All protocols host Specifies a name of a valid proxy to use for all protocols.
In the accompanying Port box, type the port used by the
proxy host.

HTTP Host Specifies the host of a forward proxy server for the HTTP
protocol. In the accompanying Port box, type the port
used by the proxy host.

HTTPS Host Specifies the host of a forward proxy server for the HTTPS
protocol. In the accompanying Port box, type the port
used by the proxy host.

Exceptions Specifies a semicolon-delimited list of host names and IP


addresses to exempt. This box is optional.

For more information about managing TCCS environments, see the System Administration guide.

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10. Teamcenter client communication system

Note:
If your network uses IPv6 (128-bit) addresses, use the hostname in URIs and do not use the literal
addresses, so the domain name system (DNS) can determine which IP address should be used.

TCCS reverse proxy settings


In this step, you specify reverse proxy settings for Teamcenter client communication system (TCCS) on
this client host. Teamcenter uses these settings to detect a logon web page from a reverse proxy server
through which Teamcenter services are accessed.

Reverse proxy configuration is optional.

The criteria table lists the reverse proxy criteria currently defined. Each row of the table is a criteria XML
element defined in the specified format. By default, the table is blank and no criteria are defined. A
criterion string is of the following form:

Header_Name1, Header_Value1, Header_Name2, Header_Value2,…:Form_Action

Each criterion must contain at least one header name/header value pair or at least a single form action.

To add a criterion to the table, perform the following steps:

1. Click Add.

2. In the Criteria Details table, add or remove HTTP header names and values for the selected
criterion using the Add and Remove buttons.

3. In the Form Action box, specify a form action.

4. Click Apply.

The criterion is added to the criteria table.

TCCS validates reverse proxy criteria. If you do not want TCCS to perform this validation, select the
Skip reverse proxy criteria check check box. If you select this check box, every response that has
an HTTP status of 200 and a content-type of text/html is interpreted as a form-based authentication
challenge, which triggers an interaction with Security Services. If your reverse proxy is not configured for
form-based authentication challenges, do not select this check box.

Note:
• If you must connect to a Teamcenter environment through a reverse proxy server (such as
WebSEAL or SiteMinder), you may need to configure reverse proxy settings for TCCS.

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Configuration selection for TCCS

• If you use SiteMinder, you must configure TCCS to detect form-based challenges originating
from the reverse proxy by adding the following criterion to the Private Reverse Proxy
Settings table.

Header name Header value

checkHeaders false

This setting also applies to other reverse proxy servers that do not send specific header
information in the 200 form-based challenge.

• If you use WebSEAL and you deploy the TCCS configuration, add the following criterion to the
Private Reverse Proxy Settings table.

Header name Header value Form action

server webseal /[Link]

This is required because the settings in the deployed reverseproxy_cfg.xml override the
default WebSEAL configuration.
If you do not deploy the TCCS configuration, TCCS uses the default WebSEAL configuration, so
this manual configuration is not required.

• Criteria definitions are written to the reverseproxy_cfg.xml file.

Configuration selection for TCCS


In this step, you choose whether to modify the shared or private Teamcenter client communication
system (TCCS) configuration.

If you are a TCCS administrator, select Shared if you want this configuration to be used by multiple
users, or select Private if this configuration is for your use only. By default, the shared configuration is
used by the system for all users connecting using TCCS.

If you are not a TCCS administrator, you can only create a Private configuration for your use only.

A TCCS administrator can create both shared and private configurations. A non-TCCS administrator can
only create a private configuration. If both private and shared configurations exist for a user (designated
as existing in the configuration panel in TEM), the private configuration takes precedence.

For more information about managing TCCS environments, see the System Administration guide.

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10. Teamcenter client communication system

Configuring multiple TCCS environments


In this step, you specify environment settings for Teamcenter client communication system (TCCS)
environments.

A single TCCS configuration can contain multiple environments, providing support for multiple versions
or server databases. For example, you may want to install some TCCS environments with Security
Services (SSO), some environments without SSO, some environments on one server, and other
environments on another server.

If multiple environments are configured, all environments are displayed at rich client logon, allowing the
user to select which TCCS environment to use.

To add an environment to the table of TCCS environments, click Add. This adds a row to the table.
Double-click a box in the new row to type a value. For each environment, type the following values.

Value Description

Name Specifies a name for the TCCS environment.

URI/TC_DATA Specifies a location for the TCCS environment.

• For four-tier connections:

Enter a URI for the TCCS environment, for example:

[Link]

• For two-tier connections:

Enter the path to the data directory (TC_DATA) where


you want TEM to create shared data subdirectories and
files.1

Tag (Optional) Specifies a tag for the environment that can


be used to filter the list of TCCS environments during rich
client logon.
When installing a rich client, you can optionally provide
a Client Tag Filter value to filter the list of environments
displayed in the rich client to those environments that
match the filter.

1 This can be the network path to the TC_DATA directory on your corporate server.

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TCCS settings for two-tier rich client

Value Description

Example:
You create 10 environments, three on Server1
with Security Services, three on Server1 without
Security Services, and four on Server2.
Tag the environments SSO, no SSO, and Server2,
respectively.

SSO App ID Specifies a Security Services (SSO) application ID. Type


an application ID if you want to add a Security Services
environment to your TCCS environment.

SSO Login URL Specifies the logon URL to the Security Services
environment.

Note:
You must set up the Security Services environment
before you configure TCCS.
For example, in the SSO App ID box, type
the value of the SSO_APPLICATION_ID context
parameter from the web tier installation. In the
SSO Login URL box, type the value of the
SSO_LOGIN_SERVICE_URL context parameter.

Single Server Specifies whether to force all client sessions for the given
user to use the same tcserver process. If set to true, all
client sessions use the same tcserver. Setting it to false
allows clients to control sharing of tcserver processes.

To remove a configuration from the table, select the appropriate row and click Remove.

Note:
If your network uses IPv6 (128-bit) addresses, use the hostname in URIs and do not use the literal
addresses, so the domain name system (DNS) can determine which IP address should be used.
For more information about managing TCCS environments, see the System Administration guide.

TCCS settings for two-tier rich client


In this step, you specify environment settings for Teamcenter client communication system (TCCS)
environments for the two-tier rich client.

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10. Teamcenter client communication system

A single TCCS configuration can contain multiple environments, providing support for multiple versions
or server databases. For example, you may want to install some TCCS environments with Security
Services (SSO), some environments without SSO, some environments on one server, and other
environments on another server.

If multiple environments are configured, all environments are displayed at rich client logon, allowing the
user to select which TCCS environment to use.

To add an environment to the table of TCCS environments, click Add, then type the following values for
the environment.

Value Description

Name Specifies a name for the TCCS environment.

TC_DATA Enter the path to the data directory (TC_DATA) where you
want Teamcenter Environment Manager to create shared
data subdirectories and files.2

Tag (Optional) Specifies a tag for the environment that can be


used to filter the list of TCCS environments during rich client
logon.
In the Client Tag Filter panel during rich client installation,
you can optionally provide a pattern to filter the list
of environments displayed in the rich client to those
environments that match the pattern.

Example:
You create 10 environments, three on Server1 with
Security Services, three on Server1 without Security
Services, and four on Server2.
Tag the environments SSO, no SSO, and Server2,
respectively.

SSO App ID Specifies a Security Services (SSO) application ID. Type


an application ID if you want to add a Security Services
environment to your TCCS environment.

SSO Login URL Specifies the logon URL to the Security Services
environment.

2 This can be the network path to the TC_DATA directory on your corporate server.

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Forward proxy settings for TCCS

Value Description

Note:
You must set up the Security Services environment
before you configure TCCS.
For example, in the SSO App ID box, type the value
of the SSO_APPLICATION_ID context parameter from
the web tier installation. In the SSO Login URL
box, type the value of the SSO_LOGIN_SERVICE_URL
context parameter.

TcServer Character Encoding Specifies the canonical name of the character encoding set
Canonical Name Teamcenter clients use to access the database.

Caution:
To prevent data corruption, this character encoding
set must match the encoding set used by the
Teamcenter database.

Single Server Specifies whether to force all client sessions for the given
user to use the same tcserver process. If set to true, all
client sessions use the same tcserver. Setting it to false
allows clients to control sharing of tcserver processes.

To remove a configuration from the table, select the appropriate row and click Remove.

Note:
If your network uses IPv6 (128-bit) addresses, use the hostname in URIs and do not use the literal
addresses, so the domain name system (DNS) can determine which IP address should be used.
For more information about managing TCCS environments, see the System Administration guide.

Forward proxy settings for TCCS


In this step, you define forward proxy settings for Teamcenter client communication system (TCCS).

Value Description

Do not use forward proxy Specifies that you do not use a forward proxy.

Use web browser settings Specifies that you want to obtain proxy settings
from your web browser.

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10. Teamcenter client communication system

Value Description

Select this option if your users are required to


use their web browser settings to point to the
proxy server. Selecting this option automatically
retrieves the proxy settings from the client’s web
browser.

Detect settings from network Specifies that you want to obtain proxy settings
from your local network.
Select this option if you use a web proxy
auto-discovery protocol (WPAD) to point to the
proxy server. With WPAD, clients automatically
locate a URL of a configuration file using the
dynamic host configuration protocol (DHCP) or
the domain name system (DNS).

Retrieve settings from URL Specifies that you want to obtain settings from a
specified URL.
Select this option if you use a proxy
autoconfiguration (PAC) file to point to the proxy
server.

Proxy URL Specifies the URL to the forward proxy


autoconfiguration (PAC) file from which you
obtain proxy settings.

Configure settings manually Specifies you do not use automatic methods to


point to the proxy server and want to configure
proxy server settings manually.

All protocols host Specifies you use the same proxy server all
forward and reverse proxy requests. Type the
host name or IP address of the server in the All
Protocols Host box, and type the server port
number in the Port box.

HTTP Protocols Specifies you have separate proxy servers


dedicated to HTTP and HTTPS requests.

HTTP Host Specifies you have an HTTP proxy server to use.


Select this check box, and then type the host
name in the HTTP Host box and the HTTP proxy
host port number in the Port box.

HTTPS Host Specifies you have an HTTPS proxy server to use.


Select this check box, and then type the host

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TCCS client tag filter

Value Description

name in the HTTPS Host box and the HTTPS


proxy host port number in the Port box.

Exceptions Specifies a semicolon-delimited list of host


names and IP addresses that are not proxied.
For example, localhost; my_tc; 182
exempts [Link] https://
my_tc:14327/tc, and [Link]
This box is optional.

For more information about managing TCCS environments, see the System Administration guide.

Note:
If your network uses IPv6 (128-bit) addresses, use the hostname in URIs and do not use the literal
addresses, so the domain name system (DNS) can determine which IP address should be used.

TCCS client tag filter


In this step, you optionally specify a pattern on which to filter Teamcenter client communication system
(TCCS) environments available to the rich client.

In the Client Tag Filter box, type a pattern to apply when filtering TCCS environments. Wildcard
characters (*) are allowed.

The Client Tag Filter pattern is compared to the Tag parameters on defined TCCS environments.
Environments that do not fit the pattern are not available to the rich client. For example, If the rich client
Client Tag Filter value is 9.*, all TCCS environments with Tag values beginning with 9. are available to
the rich client. Environments withTag values beginning with 10 are not available.

For more information about managing TCCS environments, see the System Administration guide.

TCCS configuration selection


In this step, you choose whether to modify the shared or private Teamcenter client communication
system (TCCS) configuration.

If both the shared and the private TCCS configurations exist, the private configuration takes precedence.
If both shared and private TCCS configurations exist, modifying the shared configuration may have no
effect on clients because the private configuration takes precedence. Shared configurations may be
edited only by administrators.

For more information about managing TCCS environments, see the System Administration guide.

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10. Teamcenter client communication system

Removing a TCCS configuration


In this step, you can remove Teamcenter client communication system (TCCS) configurations.

A TCCS configuration contains information on how TCCS connects to the server. A TCCS configuration
can be either shared or private. Whether a TCCS configuration is shared or private is determined at
installation time. Shared configurations can be created only by administrators.

Select the Shared or Private check boxes to remove shared or private TCCS configurations.

Note:
A shared TCCS configuration is located in the %ALLUSERSPROFILE%/Siemens/cfg directory
(Windows systems) or the /etc/Siemens/cfg (Linux systems). A private TCCS configuration is
located in the %USERHOME% directory.

Kerberos authentication settings


In this step, you specify settings for Kerberos authentication in Teamcenter.

Kerberos is a network authentication protocol that uses a system of tickets to allow nodes
communicating over nonsecure networks to securely verify identities of each side. Using a client-server
model, it provides mutual authentication: the user and the server verify each other's identities.

Value Description

Support Kerberos authentication Specifies you want to use Kerberos authentication for
Teamcenter logon.

Always prompt for user ID Specifies you want to always prompt for a Kerberos user
name.
If you want to enable zero sign-on functionality on
Windows hosts, clear this check box. Zero sign-on allows
Windows users to launch a Teamcenter client without
being prompted to log on to Teamcenter.

Note:
Zero sign-on functionality requires you configure
Security Services in applet-free mode in the Security
Services panel.
For more information about configuring Security
Services, see Security Services Configuration.

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Secure socket layer (SSL) settings

Single sign-on functionality requires you configure Security Services in the Security Services panel.

For more information about configuring Security Services, see Security Services Configuration.

Secure socket layer (SSL) settings


In this step, you specify settings for secure socket layer (SSL) authentication in Teamcenter.

Value Description

Use Microsoft Windows Certificate Store Specifies you want to use certificates stored in Microsoft
(Recommended) Windows.
This option is available only on Windows hosts.

Disable SSL Specifies you want to disable SSL authentication.

Configure Certificate Store Manually Specifies you want to manually configure the certificate
store for Teamcenter.

Configure trust store Contains options for manually configuring the certificate
store for Teamcenter.

Use trust store Specifies you want to use a trust store. If you select this
option, enter the path to file that contains the trust store
you want to use.

Accept untrusted certificates Specifies you want to accept untrusted certificates.

Configure key store Contains options for configuring the keystore for
Teamcenter.

Use key store Specifies you want to use a keystore.


If you select this option, enter the path to the keystore.
Also, specify the file type. The default file type is JKS.

For more information about configuring SSL for Teamcenter, see Security Services Configuration.

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10. Teamcenter client communication system

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11. Web tier
About web tier installation in TEM
The following TEM help topics describe panels that install the server manager and enable the web tier to
communicate with the Teamcenter server.

For more information about using installing the Teamcenter web tier, see the appropriate server
installation guide (for Windows or Linux).

Java EE web tier

Setting default web server preferences

In this step, you optionally define a web tier application server that enables rich client users to generate
and view bookmark files that interact with Teamcenter lifecycle visualization.

Requirements:

A Teamcenter web tier application must be generated and deployed.

References:

For information about configuring the web tier application, see Teamcenter Installation on
Windows Using TEM and Teamcenter Installation on Linux Using TEM in the Teamcenter help
library.

Value Description

Set the preferences Specifies whether to set the specified preferences in the Teamcenter
configuration.

Host Specifies the name of the server where the web tier application is
deployed.
The host name can be a physical host name, alias, fully-qualified domain
name (FQDN), or IP address.

Port Specifies the number of the port for the web tier application.

Application Name Specifies the name of the web tier application.


The default name of the web tier application is tc.

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11. Web tier

Note:
• If you use SSL, make sure you include the fully qualified domain name of the host in the URL to
the web application.

• If your network uses IPv6 (128-bit) addresses, use the host name in URIs and do not use the
literal addresses, so the domain name system (DNS) can determine which IP address should be
used.

.NET web tier

Internet Information Services (IIS) settings

In this step, you provide Internet Information Services (IIS) settings for Teamcenter web tier deployment.

Value Description

IIS Web Site Configuration

Use Existing Web Site Specifies that you want to use an existing web site. You must select the
existing web site from the list. Teamcenter creates the virtual directory for
the Teamcenter application in the specified web site in IIS. The Teamcenter
application is thus hosted in the specified web site.
This option is selected by default.

Create New Web Site (Optional) Specifies that you want to create a new web site for the
Teamcenter web tier deployment. You must specify values for Web Site
Name, Web Site Port, and Web Site Root Path.

Web Site Name (Optional) Specifies the name of the new web site in IIS. This value is
required only if you select the Create New Web Site option.

Web Site Port (Optional) Specifies the port number of the new web Site in IIS. This port
must be available and unassigned. This value is required only if you select
the Create New Web Site option.

Web Site Root (Optional) Specifies the root of web content subdirectories for the new web
Path site. This value is required only if you select the Create New Web Site
option.

IIS Web Application Pool Configuration

Use Existing Specifies whether to use an existing application pool from the list provided.
Application Pool An application pool is a set of one or more applications assigned to
an IIS worker process. The Teamcenter .NET web tier is an [Link] 2.0
application, so the application pool can only host other [Link] 2.0
applications (not other versions of [Link], such as 1.1). Keep this in
mind if you intend to have this application pool host other applications.

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.NET web tier

Value Description

A general recommendation is to use a dedicated (stand-alone) application


pool for Teamcenter web tier deployment.
This option is selected by default.

Create New (Optional) Specifies whether to create a new application pool. You must
Application Pool provide a value for Application Pool Name.

Application Pool (Optional) Specifies the name for the IIS application pool. This value is
Name required only if you select the Create New Application Pool option.

IIS Virtual Directory Configuration

Virtual Directory Specifies the IIS virtual directory name for Teamcenter web tier
Name deployment. The default value is tc. Web URLs for Teamcenter four-tier
deployments are based on this value. For example, if you specify the
default value as tc, the URLs are of the form: [Link]

Note:
If your network uses IPv6 (128-bit) addresses, use the hostname in URIs and do not use the literal
addresses, so the domain name system (DNS) can determine which IP address should be used.

.NET web tier

In this step, you set the initial configuration values for installing the .NET web tier in a four-tier
Teamcenter deployment.

Note:
This step applies only when you are deploying the four-tier architecture.

Value Description

Web Tier Language Specifies the same locale that is specified for Teamcenter server. This
locale is used for localization of messages coming from the web tier.
The default web tier language is English. Choose one of the following
languages:

Chinese (Simplified)
Chinese (Traditional)
Czech
English
French
German
Hebrew
Italian

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11. Web tier

Value Description

Japanese
Korean
Polish
Portuguese (Brazilian)
Russian
Spanish

Server Managers Specifies each server manager host and port for your Teamcenter
installation. At least one server manager must be configured for a
working deployment, so you must specify at least one host and value.
Host specifies the machine name where the server manager is running,
and Port specifies the port on which the server manager listens. This
port must match the port you specify during the corresponding server
manager installation.

Pool ID Specifies the ID of the server pool to which the given server pool is
assigned.

For additional web tier configuration options, click Advanced.

Note:
If your network uses IPv6 (128-bit) addresses, use the hostname in URIs and do not use the literal
addresses, so the domain name system (DNS) can determine which IP address should be used.

.NET web tier advanced settings

In this step, you specify advanced settings for the .NET web tier in a four-tier Teamcenter deployment.

Value Description

Session Time Out Specifies the web tier session time out in minutes. The default value is
20. If a user is inactive for more than the time-out value, the user's web
tier session expires.
In the rich client, client credentials are cached. After a session time-out,
the rich client automatically logs on silently and allows the user to
continue working.

Response Compression Specifies the threshold in number of bytes beyond which the web
Threshold server should compress responses sent back to the client. Typically,
compressing smaller responses does not yield significant compression,
so all responses equal to or less than the value specified are sent to the
client uncompressed.

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.NET web tier advanced settings

Value Description

Note:
Setting this value to 0 causes the server to compress every
response sent to the client. The default value is 500 bytes.

Client Cache Time Out Specifies the time, in minutes, to retain the client cache. Cached files
are deleted after the specified interval.

TcSS Enabled (Optional) Specifies whether to enable Security Services. If Security


Services is enabled, you must provide valid values for TcSS Application
ID and TcSS Service URL. The default value is false.

TcSS Application ID (Optional) Specifies the application ID of your Teamcenter installation


as configured in the Security Services installation.

TcSS Login Service URL (Optional) Specifies the URL to the Security Services Login Service web
application.

Critical System Events (Optional) Specifies whether to notify the administrator of critical
Notification system events. If selected, you must provide values for Administrator
Email and SMTP Host. If selected, certain error level log messages are
e-mailed to the specified e-mail address. These error messages usually
signify a serious operational or functional problem in the deployment
and typically require manual intervention to be correct. These messages
are also logged on the Windows event log. If you do not specify e-mail
notification, you can view messages in the Windows event log.

Administrator Email (Optional) Specifies the administrator's e-mail address for critical system
events notification.

SMTP Host (Optional) Specifies the SMTP (Simple Mail Transfer Protocol) Host to
send e-mail for critical system events notification.

Cluster Deployment (Optional) Select this option if you have a clustered web Tier
deployment using the [Link] state service as the out-of-process state
server. If selected, you must specify values for [Link] State Service
Host and [Link] State Service Port. Select this option only if you use
a web farm (clustered web tier) deployment and you want to use the
[Link] State Service as your out-of-process state server. If you plan to
use any other out-of-process state server, such as SQL*Server, do not
select this option. The Teamcenter installer supports only the [Link]
State Service as the out-of-process state server; other state servers
may be configured manually after the initial Teamcenter installation is
complete.

State Server Host (Optional) Specifies the [Link] state service host name for session
state management.

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11. Web tier

Value Description

State Server Port (Optional) Specifies the [Link] state service port number for session
state management.

Legacy URL Support (Optional) Select this option if you want to provide basic URL
redirection to support legacy URLs from earlier versions of Teamcenter.
This option automatically redirects legacy URLs to current Teamcenter
URLs with no informational messages.

X509Certificate Specifies the location the X.509 certificate for the .NET web tier.

.NET web tier client integration

In this step, you set the optional configuration values for .NET web tier client integration.

Value Description

Session Time Out (Optional) Specifies the time, in minutes, to allow an inactive client
session to remain open.

Use Hybrid (Optional) Specified whether to use hybrid authentication for Microsoft
Authentication Applications. If this is set to false, users must enter a name and password
in Microsoft applications even if they have logged on through Teamcenter
applications. Set this value to true to avoid the extra authentication
challenges from Microsoft applications. The default value is true.

Use AIWS Specifies whether to use the application interface web service (AIWS) for
integration with Remote Workflow.

User Name (Optional) Specifies the user name for logging on to Teamcenter on behalf
of the remote Teamcenter application. The default value is infodba.

User Password (Optional) Specifies the user password for logging on to Teamcenter on
behalf of the remote Teamcenter application. This value is encrypted.

ASP .NET state service configuration

In this step, you set initial configuration values for the ASP .NET state service for the Teamcenter .NET
web tier. You can use the ASP .NET state service to configure the .NET web tier in clustered mode for
network load balancing.

Note:
This step applies only when you are deploying the four-tier architecture.

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ASP .NET state service configuration

Value Description

ASP .NET State Service Specifies the host on which the ASP .NET state service runs.
Host

ASP .NET State Service Specifies the port used by the ASP .NET state service.
Port

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11. Web tier

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12. Security Services
Configuring Security Services
In this step, you configure Security Services for Teamcenter. These services eliminate prompts for logon
credentials when users launch multiple Teamcenter products within a single user session. Authentication
is performed by an external identity service provider, such as lightweight directory access protocol
(LDAP), instead of the Teamcenter product.

Prerequisite:

Installation and configuration of Security Services.

For information, see Security Services Configuration in the Teamcenter help library.

Note:
Make sure the Security Services web applications are installed and running. TEM verifies the
connection to Security Services and does not allow you to continue from this panel if the
connection fails.
Installation of Security Services using the Web Application Manager is described in the appropriate
server installation guide (for Windows or Linux).

Value Description

Login URL Specifies the complete URL of the Security Services Login Service web
application.

Service URL Specifies the complete URL of the Security Services Identity Service web
application.

Application ID Specifies the application ID for this instance of Teamcenter in the Security
Services application registry.

Administrative User Specifies the user name of the Teamcenter administrative user account.

Password Specifies the password for the Teamcenter administrative user account.

Disable database Specifies whether to disable authentication to the Teamcenter database


authentication by Security Services. By default, this checkbox is cleared.
Siemens Digital Industries Software recommends selecting this checkbox
because disabling database authentication prevents a malicious program
from bypassing Security Services and logging into Teamcenter using a
stale password in the Teamcenter database.

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12. Security Services

Value Description

Note:
If you disable both Teamcenter database authentication and
Security Services (SSO) variables, no users can log on. To avoid this,
make sure that Security Services (SSO) variables are not disabled
when Teamcenter database authentication is disabled.

Note:
If your network uses IPv6 (128-bit) addresses, use the hostname in URIs and do not use the literal
addresses, so the domain name system (DNS) can determine which IP address should be used.

Configuring Security Services during maintenance


In this step, you configure Security Services during Teamcenter maintenance. Security Services
eliminates prompts for logon credentials when users launch multiple Teamcenter products within
a single user session. Authentication is performed by an external identity service provider, such as
lightweight directory access protocol (LDAP), instead of the Teamcenter product.

Note:
This option applies only when you are deploying the two-tier architecture.
When you deploy the four-tier architecture, you configure Security Services in the web tier
application. For information, see Teamcenter Installation on Linux Using TEM or Teamcenter
Installation on Windows Using TEM.

Prerequisite:

Installation and configuration of Security Services.

For information, see Security Services Configuration in the Teamcenter help library.

Note:
Make sure the Security Services web applications are installed and running. TEM verifies the
connection to Security Services and does not allow you to continue from this panel if the
connection fails.
Installation of Security Services using the Web Application Manager is described in the appropriate
server installation guide (for Windows or Linux).

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Configuring Security Services for rich client

Value Description

Login URL Specifies the complete URL of the Security Services Login Service web
application.

Service URL Specifies the complete URL of the Security Services Identity Service web
application.

Application ID Specifies the application ID for this instance of Teamcenter in the Security
Services application registry.

Disable database Specifies whether to disable authentication to the Teamcenter database


authentication by Security Services. By default, this checkbox is cleared.
Siemens Digital Industries Software recommends selecting this checkbox
because disabling database authentication prevents a malicious program
from bypassing Security Services and logging into Teamcenter using a
stale password in the Teamcenter database.

Note:
If your network uses IPv6 (128-bit) addresses, use the hostname in URIs and do not use the literal
addresses, so the domain name system (DNS) can determine which IP address should be used.

Configuring Security Services for rich client


In this step, you provide information required to enable Security Services in the rich client.

Note:
If you use Security Services in the Teamcenter web tier application, you must configure Security
Services using the Web Application Manager as described in the appropriate server installation
guide (for Windows or Linux).

Prerequisite:

Installation and configuration of Security Services.

For information, see Security Services Configuration in the Teamcenter help library.

Value Description

Login URL Specifies the complete URL of the Security Services Login Service web
application.

Application ID Specifies the application ID for this instance of the rich client in the
Security Services application registry.

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12. Security Services

Value Description

An application is represented within Security Services as a unique text


string known as an application ID. You must define an application ID for
each Teamcenter application in your Security Services domain. You use
these application IDs when completing the Application Registry table.

Note:
If your network uses IPv6 (128-bit) addresses, use the hostname in URIs and do not use the literal
addresses, so the domain name system (DNS) can determine which IP address should be used.

Configuring Security Services for the rich client


In this step, you configure Security Services for use with Teamcenter.

Value Description

Login URL Specifies the complete URL of the Security Services Login
Service web application.
If you use Security Services in applet-free mode, type the URL
using the following format:

[Link]

Application ID Specifies the application ID for this instance of Teamcenter in


the Security Services application registry.

For more information about configuring Security Services, see Security Services Configuration.

Note:
If your network uses IPv6 (128-bit) addresses, use the hostname in URIs and do not use the literal
addresses, so the domain name system (DNS) can determine which IP address should be used.

Key Manager Configuration


In this step, you optionally enable Key Manager for use with Teamcenter.

Prerequisite: Install Key Manager using Deployment Center.

Teamcenter Key Manager is an optionally-installed feature that enables you to manage, edit, and share
encryption keys and policies in a centralized secure manner for a distributed Teamcenter site.

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Key Manager Configuration

The key manager server stores all policies and keys on a single host, accessed over secure HTTPS.
A key manager satellite resides on each enterprise tier host, and accesses the key manager server over
HTTPS.

To enable Key Manager, select the Enable Key Manager check box.

In the Satellite Location box, enter the path to a key storage location on the local host.

To proceed with Teamcenter installation without configuring Key Manager, clear the Enable Key
Manager checkbox.

For more information about Key Manager, see the System Administration guide in the
Teamcenter documentation.

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12. Security Services

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13. Server manager
Server manager database configuration
In this step, you configure a database for the server manager cluster.

In the Database Server box, select your database vendor (Oracle or Microsoft SQL Server).

Enter the following database configuration values, depending on the database vendor you select.

Oracle database server values

Value Description

Host Specifies the name of the host on which the Oracle server runs.
This host must exist, and the Oracle server must be installed.

Service Specifies the name of the service for the Oracle instance.
The service name was determined when the Oracle server was
installed.

Port Specifies the number of the port on which the Oracle server listens.
The port number was determined when the Oracle server was
installed.

User Specifies a database user name:

• To connect to an existing database configured for use with


Teamcenter, enter the name defined for a database user when the
database was configured.

• To create and configure a database for use with Teamcenter, enter


the name of the database user you want to create.

Password Specifies a database password:

• To connect to an existing database configured for use with


Teamcenter, enter the password defined for the database user when
the database was configured.

• To configure a new database for use with Teamcenter, enter a


password for the database user you are creating.

If you chose Create user and database in the Server Manager Cluster Configuration panel, provide
the following values:

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13. Server manager

Value Description

System User Specifies a user name of the Oracle system administrator account. The
default value is system.

Password Specifies a password for the Oracle system administrator account.

Caution:
The password must not be empty nor contain any whitespace
characters such as space, tab, newline, carriage return, form
feed, or vertical tab.
In addition, the password must not contain any of the following
characters:

!@$%=&'"^:;._<>(){}

Database Path Specifies the location of the tablespaces for the


Teamcenter database on the Oracle server. This is typically
ORACLE_HOME\oradata\Oracle_SID (on Windows systems) or
ORACLE_HOME/oradata/Oracle_SID (on Linux systems).

Note:
The Database Path must exist and you must have write
permission to the directory.

Enable TCPS If you want to use secured communication with the database using
secure TCP (TCPS), select the Enable TCPS check box, and then enter
the following values.
If you do not select this check box, Teamcenter uses TCP by default.

Wallet Location Specifies the location of the secure wallet that stores CA certificates.
This is the Oracle auto_login wallet configured on the file system. The
user under which the deployer is triggered should have read access to
this folder.

SSL Version Specifies the installed TLS version.

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Server manager database configuration

Microsoft SQL Server values

Value Description

Instance If you connect to Microsoft SQL Server using a named instance, select this
option and enter the instance name you defined when you installed MS
SQL Server.

Port If you connect to Microsoft SQL Server using a specific port, select this
option and enter the port number you specified when you installed MS
SQL Server.

Login Name Specifies a database user name:

• To connect to an existing database configured for use with Teamcenter,


enter the name defined for a database user when the database was
configured.

• To create and configure a new database for use with Teamcenter, enter
the name of the database user you want to create.

Login Password Specifies the password for the database user:

• To connect to an existing database configured for use with Teamcenter,


enter the password defined for the database user when the database
was configured.

• To configure a new database for use with Teamcenter, enter a password


for the database user you are creating.

Database Name Specifies the name of the MS SQL Server database.


The database name was determined when database was created.

If you chose to create a new database instead of using an existing database, provide the following
values:

System User Specifies the user name of the SQL Server system administrator account.
The default value is sa.

Password Specifies the password for the SQL Server system administrator account.

Caution:
The password must not be empty nor contain any whitespace
characters such as space, tab, newline, carriage return, form feed,
or vertical tab.
In addition, the password must not contain any of the following
characters:

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13. Server manager

Value Description

!@$%=&'"^:;._<>(){}

Database Path Specifies the directory in which to create the Teamcenter database on the
SQL Server server.

Collation Specifies the collation used by the Teamcenter database on the Microsoft
SQL Server server. Collation defines the alphabet or language whose rules
are applied when data is sorted or compared.

Enable UTF-8 Specifies whether to enable support for UTF-8 encoding in the
Teamcenter database.
Microsoft SQL Server does not provide native support for UTF-8. The
Enable UTF-8 option enables the Teamcenter server to convert character
encoding to and from UTF-8 when interacting with the database.
For information about configuring your Teamcenter host to support
UTF-8, see the Teamcenter installation guides for Windows and Linux.

Data Directory Specifies the path to the Teamcenter data (TC_DATA) directory.
This value is stored in the TC_DATA variable in your Teamcenter
configuration. TEM creates shared data subdirectories and files in this
location. Each data directory is associated with a single database user
within a database instance.

Note:
Do not create a TC_DATA variable in the system environment. TEM
sets this variable as required in Teamcenter scripts. Setting this
variable in the operating system causes conflicts if you install more
than one configuration.

Server manager cluster configuration


In this step, you specify the user name and password for the database system user for the server
manager database.

Value Description

User Specifies the user name for the database system user
account.

Password Specifies the password for the database system user


account.

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Configuring the server manager cluster

Configuring the server manager cluster


In this step, you enter settings for the server manager cluster.

In the Cluster ID box, type a name for the server manager cluster.

To balance the sessions load among multiple server managers, each server manager must have
the same Cluster ID (that is, use the same server manager database). The Cluster ID value is
stored in the MANAGER_CLUSTER_ID property in the TC_ROOT\pool_manager\serverPooldatabase-
[Link] file.

Choose one of the following options:

• Create user and database

Choose this option to create a new database user and database for the server manager. You must be
prepared to enter database system credentials when TEM prompts you.

• Use existing user and database

Choose this option if you want to use an existing database user and database for the server manager.
Your database administrator must create the database user and database before you proceed.

JMX configuration for Teamcenter Management Console


In this step, you add server components to view in the Teamcenter Management Console.

To add a server component, click Add. This adds a row to the Server Components table. For each
component you add, enter the following values.

Value Description

Type Select either Server Manager or Web Tier.

ID Type the ID of the component. For example, type PoolA


for the default server manager pool or Teamcenter1 for
the default web tier.

Tip:
Obtain the server manager pool name
from the smgrPoolId value in the
TC_ROOTinstall\[Link] file. Obtain the
web tier ID from the Web Application Manager used
to create the web tier application.

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Value Description

Host Type the host name of the machine running the server.

JMX RMI Port Type the JMX RMI port number for the server. For
example, type 8088 for the default server manager port
or 8089 for the default web tier port.

To remove a component from the Server Components table, select the row and click Remove.

Note:
If you add a Web Tier server component, you must configure your web application server to allow
remote JMX connection with LDAP authentication. Each web application server (for example,
JBoss, Tomcat, WebLogic, and WebSphere) require different steps to allow remote JMX connection.

For more information about installing the Teamcenter Management Console, see the System
Administration guide in the Teamcenter documentation.

Configure secure communication for Teamcenter Management


Console
In this step, you specify communication settings for the Teamcenter Management Console.

First, specify whether you want to use SSL by checking or clearing the Enable SSL check box.

• SSL not enabled:

In the Http port box, type the port you want the Teamcenter Management Console to use. The
default port is 8083.

• SSL enabled:

Enter the following values:

Value Description

Https Port Type the port to be used for HTTPS communication.

KeyStore Type the full path and file name to the keystore file.

KeyStore Type Type the file extension for the keystore.

KeyStore Password Type the password to the keystore.

KeyManager Password Type the manager password to the keystore.

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Teamcenter Management Console LDAP Configuration

For more information about installing the Teamcenter Management Console, see the System
Administration guide in the Teamcenter documentation.

Teamcenter Management Console LDAP Configuration


In this step, you specify LDAP configuration settings for the Teamcenter Management Console.

Value Description

Use Embedded LDAP Specifies whether to use lightweight


directory access protocol (LDAP)
to facilitate authentication and
authorization. Only one embedded
LDAP comes with the Teamcenter
Management Console. There is no
support for multiple embedded LDAP
servers.
If you select this option, enter the
following Protocol and Port values.

Protocol Select the type of security protocol:


ldap or ldaps (secure LDAP).

Port Type the port used by the LDAP


instance to listen for connections.
The default value is 15389.

KeyStore Type the path to the KeyStore for the


LDAP server.
KeyStores store private keys for SSL
secured services and also trusted
certificates of certification authorities
(CA).

KeyStore Password Type the password for the KeyStore for


the LDAP server.

Use External LDAP Specifies whether to use an existing


LDAP server. Multiple external LDAP
servers are supported for failover
purposes. To support failover, these
multiple LDAP servers must have
similar LDAP configurations.
If you select this option, enter the
following values.

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13. Server manager

Value Description

Protocol Select the type of security protocol:


ldap, ldaps (secure ldap), or tls
(transport layer security).

Host Type the name where the stand-alone


LDAP server resides.

Port Type the port used by the LDAP


instance to listen for connections.

Partition Type the unique name of the LDAP


partition.

Users Type the name for the list of users to


receive LDAP permission. The default
value is ou=Users.

User Object Class Type the class for the users to receive
LDAP permission. The default value is
inetOrgPerson.

User Attribute Type the attribute that users must


have to receive LDAP permission.

Administrator DN Type the distinguished name (DN) of


the LDAP administrator, the LDAP user
who has search and read permissions
in the LDAP directory service.

Administrator Password Type the password for the LDAP


administrator.

User Filter Type the LDAP-formatted filter to


narrow the pool of authorized users.
Use the following format:

(attribute1=value1)
(attributeN=valueN)

For more information about installing the Teamcenter Management Console, see the System
Administration guide in the Teamcenter documentation.

LDAP configuration for server manager


In this step, you specify LDAP configuration settings for the server manager.

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LDAP configuration for server manager

Value Description

Use Embedded LDAP Specifies whether to use lightweight


directory access protocol (LDAP)
to facilitate authentication and
authorization. Only one embedded
LDAP comes with the Teamcenter
Management Console. There is no
support for multiple embedded LDAP
servers.
If you select this option, enter the
following Protocol and Port values.

Protocol Select the type of security protocol:


ldap or ldaps (secure LDAP).

Port Type the port used by the LDAP


instance to listen for connections.
The default value is 15389.

Use External LDAP Specifies whether to use an existing


LDAP server. Multiple external LDAP
servers are supported for failover
purposes. To support failover, these
multiple LDAP servers must have
similar LDAP configurations.
If you select this option, enter the
following values.

Protocol Select the type of security protocol:


ldap, ldaps (secure LDAP), or tls
(transport layer security).

Host Type the name where the stand-alone


LDAP server resides.

Port Type the port used by the LDAP


instance to listen for connections.

Partition Type the unique name of the LDAP


partition.

Users Type the name for the list of users to


receive LDAP permission. The default
value is ou=Users.

User Object Class Type the class for the users to receive
LDAP permission. The default value is
inetOrgPerson.

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Value Description

User Attribute Type the attribute that users must


have to receive LDAP permission.

User Filter Type the LDAP-formatted filter to


narrow the pool of authorized users.
Use the following format:

(attribute1=value1)
(attributeN=valueN)

Installing the server manager


In this step, you configure settings for the server manager, which manages a pool of Teamcenter server
processes running in the enterprise tier. The server manager starts and times out the server processes.

Note:
This option applies only when you are deploying the four-tier architecture.
For small deployments, install the server manager on the host running the web tier application in
a Java application server.
For larger deployments, you can install the server manager on multiple hosts. In this case, the
pool of server processes is distributed as subpools across the hosts, with a server manager for each
subpool.

References:

• For an overview of the four-tier architecture components and instructions for installing and deploying
the web tier application, see the Teamcenter installation guides for Windows and Linux.

• For information about configuring and administering the server manager, see the System
Administration guide.

These documents are available in the Teamcenter documentation library.

Note:
Record each value you set for the server manager: for some values, you must provide the identical
value when configuring the web tier application; for other values, you must coordinate the values
in the web tier application.

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Installing the server manager

Value Description

Pool ID Specifies a unique ID for this pool of server processes.

JMX RMI Port Specifies the number of the port running the Java Management
Extension (JMX) HTTP adaptor.
The JMX HTTP adaptor enables viewing the status of the server pool
and dynamically altering the pool configuration values.

Tip:
Record this port number. Administrators require the port
number to access the adaptor at a URL (composed of the
server manager host name and this port number).

Assignment Service Port Specifies the port number used by the server manager assignment
service.

Server Host Specifies the logical host name of the server manager host.
This value allows you to control which IP address is used when
connecting to Teamcenter servers.
If your server manager host has only one IP address, leave this field
blank. If the server host has multiple IP addresses and you want
the server manager to use a specific address when connecting to
Teamcenter servers, type the address or the logical host name of the
server manager host.
The value you enter is written to the SERVER_HOST parameter in
the [Link] file.

Max Servers in Sub-Pool Specifies the maximum number of Teamcenter server processes
allowed to run in this pool (for a single-host configuration) or in
this subpool (for a multihost configuration).

Min Warm Servers Specifies the minimum number of Teamcenter server processes in
this pool that are started but not logged onto.

Tip:
If necessary to maintain the minimum number of warm
servers, while not exceeding the maximum number of server
processes, the server manager times out servers in use.

Server Target Specifies the target number of server processes to be available in


this pool or subpool during specified times.
Specify these values as time and integer pairs separated by commas.
For example:

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Value Description

0700 3, 1700 2

This value sets the target number of server processes as 3 between


7:00 a.m. and 5:00 p.m. and as 2 between 5:00 p.m. and 7:00 a.m.

• If the number of server processes is below the specified target,


warm servers are added to reach this number. In this case, the
number of warm servers exceeds the minimum.

• If the number of server processes exceeds the specified target,


only the minimum number of warm servers is maintained and
servers are terminated as they time out.

Logins per Minute Specifies the number of logons the server manager allows per
minute for this pool or subpool.

Tip:
Setting this value to 0 allows an unlimited number of logons.

Startup Mode Specifies how you want to start the server manager

Service/Daemon Specifies you want to run the server manager as a service (a system
service on Windows or a daemon on Linux).

Command Line Specifies you want to run the server manager manually from a
command line.

For additional configuration options, click Advanced.

Note:
• The server manager log file contains status messages recorded during server manager startup.
See the information in this file if you encounter web tier connection problems.

• On Linux systems, if you install the server manager using an account without root privileges,
a user with root privileges must run the root postinstallation tasks script to register the server
manager daemon.
After you complete server manager installation in TEM, locate and run the following script:

TC_ROOT/install/root_post_tasks_id.ksh

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Server manager timeout settings

Server manager timeout settings


In this step, you specify timeout settings for the Teamcenter server manager.

After installation, you can further configure timeout settings using the Teamcenter Management
Console as described in System Administration.

The TcServer processes can be configured for idle timeouts, when an assigned TcServer instance does
not receive any requests from the client application(s). An assigned TcServer instance can be in one of
three modes, and client applications connected to the TcServer instance will change the mode based on
the type of work that is currently being performed. These modes should help you determine how long to
set the idle timeout values:

STATELESS This is the default mode of a TcServer process and indicates that no persistent data is
cached in memory. The only cost of timing out a TcServer in STATELESS mode is the cost
of a server assignment and authentication when the client does become active again. The
Active Workspace client makes up the majority of STATELESS sessions.
READ The READ mode is used when a timeout would cause a performance or functional issue but
not loss of unsaved edits. The cost of timing out a TcServer in READ mode, is the time the
user has to spend to get back to the state he was in before. The rich client and NX client
make up the majority of READ sessions.
EDIT The EDIT mode indicates there are unsaved edits. Those changes will be lost if the TcServer
is timed out. The rich client and NX client make up the majority of EDIT sessions.

The server manager allows timeouts to be configured with different values to be used when the total
number of TcServer instances is below or above the PROCESS_TARGET value. The total number of
TcServer is both the assigned TcServer session, and the warm TcServer waiting to be assigned.

The following configuration values in TEM define the idle timeout when below the PROCESS_TARGET
value.

Value Description

Hard Timeout Edit Specifies the idle timeout, in seconds, when the TcServer
is in EDIT mode and the number of TcServer instances is
below the PROCESS_TARGET value.
The client may apply this mode to the server when
pending updates to server data are not yet committed
to the database. If the timeout interval is reached, the
changes are lost, regardless of the status of the server.

Hard Timeout Read Specifies the idle timeout, in seconds, when the TcServer
is in READ mode and the number of TcServer instances is
below the PROCESS_TARGET value.
The client may apply this mode to the server when the
client’s requests have set a temporary state in the server

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Value Description

to be used by subsequent requests. If the timeout interval


is reached, the read is cancelled, regardless of the state of
the server.

Hard Timeout Stateless Specifies the idle timeout, in seconds, when the TcServer
is in STATELESS mode and the number of TcServer
instances is below the PROCESS_TARGET value..
The client may apply this mode to the server when no
requests depend on the state that a previous request has
made to the server. If the server is lost, the next request
can be executed on a new server without functional issues
except for the performance of assigning a new server. This
action is performed regardless of the state of the server.

Soft Timeout Edit Specifies the idle timeout, in seconds, when the TcServer
is in EDIT mode and the number of TcServer instances is
above the PROCESS_TARGET value.
The client may apply this mode to the server when
pending updates to server data are not yet committed to
the database. If the timeout interval is reached and the
number of servers in a server pool exceeds the specified
PROCESS_TARGET parameter, the changes are lost.

Soft Timeout Read Specifies the idle timeout, in seconds, when the TcServer
is in READ mode and the number of TcServer instances is
above the PROCESS_TARGET value.
The client may apply this mode to the server when the
client’s requests have set a temporary state in the server
to be used by subsequent requests. If the timeout interval
is reached and the number of servers in a server pool
exceeds the specified PROCESS_TARGET parameter, the
read is cancelled.

Soft Timeout Stateless Specifies the idle timeout, in seconds, when the TcServer
is in STATELESS mode and the number of TcServer
instances is above the PROCESS_TARGET value.
The client may apply this mode to the server when no
requests depend on the state that a previous request has
made to the server. If the server is lost, the next request
can be executed on a new server without functional issues
except for the performance of assigning a new server. This
action is performed if the number of servers in a server
pool exceeds the specified PROCESS_TARGET parameter.

The server manager will switch from hard timeouts to soft timeouts when the number of TcServer
instances exceeds the PROCESS_TARGET value. The timeout values are incrementally reduced until the

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Uninstalling the server manager database

total TcServer process count reaches 110% of the PROCESS_TARGET value, at which point the timeout
values will be the soft values. While the server manager dynamically adjusts the timeout values based
on the TcServer load, the timeout values will never be longer than the hard limits, so these are enforced
regardless of load.

As the total count of TcServer instances approaches the PROCESS_MAX value, the timeout values are
further reduced. This incremental reduction starts at 95% of the PROCESS_MAX value and brings the
idle timeouts to 20% of the soft values.

The server manager logs messages for automated changes in idle timeout values, and when a TcServer
times out. Each TcServer instance also records in the syslog changes to the idle timeouts and when the
TcServer times out.

Uninstalling the server manager database


In this step, you choose whether to leave the server manager database on the database server when you
uninstall the server manager.

Value Description

Keep server Manager database Specifies you want leave the server manager database on
the database server.

Drop server Manager database Specifies you want to remove the server manager database
from the database server.

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13. Server manager

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14. Dispatcher
About Dispatcher installation in TEM
The following TEM help topics describe panels that allow you to install and configure the optional
Dispatcher feature for Teamcenter. For more information about installing Dispatcher, see Dispatcher ─
Deployment and Administration.

For information about translators for the Dispatcher server, see Enable default translators.

Installing Dispatcher
In this step, you install the optional Dispatcher feature, an integration of the Dispatcher Server and
Teamcenter. Dispatcher enables Teamcenter users to translate CAD data files that are managed by
Teamcenter to JT or CGM file format for viewing in either Engineering Process Management Visualization
or Teamcenter lifecycle visualization.

Prerequisites:

• Install and configure the Dispatcher Server.

• Install, configure, and verify translators.

Postinstallation task:

Manually create an Access Manager rule that permits the Dispatcher proxy user to update attributes
of a TranslationRequest object. If you fail to create this rule, the Dispatcher service reports errors.

Condition = Has Class


Value = DispatcherRequest
ACL Name = DispatcherRequest
ACE Type of Accessor = User
ACE ID of Accessor = DC-proxy-user-id
ACE Privilege = Write
ACE Privilege Value = Grant
ACE Privilege = Delete
ACE Privilege Value = Grant

References:

For information about installing Dispatcher Server, see Dispatcher ─ Deployment and
Administration in the Teamcenter help library.

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14. Dispatcher

Value Description

Translation Service Specifies the name of the Teamcenter user that logs in for Dispatcher
Proxy User Name services (the ETS proxy user).

Tip:
Siemens Digital Industries Software recommends that the
Dispatcher proxy user not be the same as the Teamcenter user as
the proxy user requires a unique access rule.

Translation Service Specifies the password for the Dispatcher proxy user.
Proxy Password

TSTK Scheduler Host Specifies the name of the host on which the Dispatcher Server scheduler
is deployed.
This host name is added to the translation server URL:

rmi://host-name:port-number

TSTK Scheduler Port Specifies the number of the port used by the Dispatcher Server scheduler.
This port number is added to the translation server URL:

rmi://host-name:port-number

NX UG Manager Support Specifies whether this installation of Dispatcher supports Teamcenter


Integration for NX or NX Integration.

Service Registry Specifies the name of the host where the Dispatcher service registry runs.
Hostname
When deploying the two-tier architecture, this can be the local host.

Service Registry Port Specifies the number of the port used by the Dispatcher service registry.

Translation Service Specifies the name of the host on which the Dispatcher service tcserver
TCServer Hostname runs.

Extractor Port Specifies the number of the port used by the Dispatcher extractor service.
This port is used to control this Dispatcher service.

Scheduler Port Specifies the number of the port used by the Dispatcher scheduler service.
This port is used to control this Dispatcher service.

Loader Port Specifies the number of the port used by the Dispatcher loader service.
This port is used to control this Dispatcher service.

Specify Dataset Owner Specifies the owner of the datasets submitted for translation. The default
value is CAD.

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Entering Dispatcher user credentials

Entering Dispatcher user credentials


In this step, you supply user credentials for the Dispatcher user account.

Value Description

User Specifies the user ID for the Dispatcher user account.

Password Specifies the password for the Dispatcher user account.

Installing Dispatcher components


In this step, you specify settings for Dispatcher installation.

Value Description

Dispatcher Root directory Specifies the root directory of the Dispatcher installation.
Siemens Digital Industries Software recommends specifying the
Dispatcher root directory as close to the Teamcenter root directory as
possible.

SCHEDULER

Install Scheduler Select this check box to install the Dispatcher scheduler.

Scheduler Port Specifies the port for the translation scheduler.

MODULE

Install Module Select this check box to install the Dispatcher module.

Staging Directory Specifies the default staging directory for translations.

Note:
If you are installing the module and the scheduler on the same
machine, the Module Port box is disabled.

Module Port Specifies the port for the translation module.

ADMIN CLIENT

Install Admin Client Select this option to install the Dispatcher administrative client.

Dispatcher settings
In this step, you specify installation settings for Dispatcher.

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14. Dispatcher

Value Description

Enter Logging Level Enter the level of messages you want Dispatcher to record. Select one
of the following levels:

• OFF
• FATAL
• ERROR
• WARN
• INFO
• DEBUG
• TRACE
• DBCHG
• ALL

The default level is INFO.

Dispatcher Services Log Specifies a directory for the Dispatcher service log.
Directory

Install Documentation Specifies whether to install documentation (JavaDoc) for the


Translation Service. If you select this check box, specify a location
in which to install the documentation in the Documentation Install
Directory box.

Run Dispatcher As: Options for how to run Dispatcher services.

Windows Service Specifies you want to run Dispatcher services as Windows services.
These services can be managed through the Services dialog box in
the Windows Control Panel.

Console Application Specifies you want to launch Dispatcher services in a console window.

Start Dispatcher Select this check box to automatically start Dispatcher services.

Dispatcher translation service settings


In this step, you specify settings for the translation service.

Value Description

Dispatcher Server Specifies the name of the server where the translation server will be
Hostname hosted.

Dispatcher Server Port Specifies the port to be used for the translation service. The default value
is 2001.
Make sure that the port you type is not used by any other process.

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Dispatcher translation service (additional settings)

Value Description

Staging Directory Specifies the location to be used as the staging directory for the
translation service.

Dispatcher Client Proxy Specifies the name of the proxy user who will use translation services.
User Name

Dispatcher Client Proxy Specifies the password for the proxy user. Enter the password again in the
Password Translation Service Proxy Confirm Password box.

Polling interval in Specifies the time, in seconds, that the translation service waits before
seconds querying for translation requests.

Do you want to store JT Specifies whether to store visualization files in the associated visualization
files in Source Volume? dataset. Choose Yes or No.

Dispatcher translation service (additional settings)


In this step, you specify additional settings for the translation service.

Value Description

Enter Logging Level Enter the level of messages you want Dispatcher to record. Select one
of the following levels:

• OFF
• FATAL
• ERROR
• WARN
• INFO
• DEBUG
• TRACE
• DBCHG
• ALL

The default level is INFO.

Advanced Settings

Do you want to update Specifies whether the Translation Service should update existing
existing visualization visualization data for subsequent translations of the same version.
data? Choose Yes or No.

Deletion of successful Specifies the number of minutes the translation service waits before
translation in minutes querying and deleting successful translation request objects.
If the this value is 0, no translation request cleanup is done.

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14. Dispatcher

Value Description

Threshold time in Specifies the number of minutes to allow after the last modification of
minutes for successful a successful translation request before the request can be deleted.
translation deletion

Deletion of Specifies the number of minutes the translation service waits before
unsuccessful querying and deleting unsuccessful translation request objects.
translation in minutes
If the this value is 0, no translation request cleanup is done.

Threshold time Specifies the number of minutes to allow after the last modification of
in minutes an unsuccessful translation request before the request can be deleted.
for unsuccessful
translation deletion

Selecting translators
In this step, you select translators to install for the Dispatcher server.

For information about translators, see the Dispatcher ─ Deployment and Administration.

Translator settings
In this step, you specify settings for translators used by the Dispatcher server. The settings required
vary by the applications associated with each translator. For more information about translators, see
Dispatcher Server Installation.

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15. Teamcenter Reporting and Analytics
About Reporting and Analytics installation in TEM
You install the Teamcenter integration to Teamcenter Reporting and Analytics using TEM. Reporting and
Analytics requires additional steps to complete configuration.

For more information, see the appropriate server installation guide (for Windows or Linux) and also the
Teamcenter Reporting and Analytics Deployment Guide in the Reporting and Analytics software kit.

Reporting and Analytics install options and general settings


In this step, you configure installation options for the Reporting and Analytics integration.

Reporting and Analytics is a stand-alone reporting application. Reporting and Analytics adds a Reporting
and Analytics Reports folder to Report Builder, which contains reports created with Reporting and
Analytics. You can view, edit, set permissions and delete Reporting and Analytics reports from Report
Builder. Viewing reports launches Reporting and Analytics. Reporting and Analytics also adds menu
commands to My Teamcenter to generate Reporting and Analytics reports.

Value Description

Create license server Specifies whether you want to install a Reporting and Analytics license
server.

Create WAR file Specifies whether to generate a WAR file for the Reporting and Analytics
web application.

Create metadata Specifies whether to populate the Reporting and Analytics metadata
database. Select this only during the first installation of Reporting and
Analytics. If you are upgrading from a previous version of Reporting and
Analytics or adding additional hosts, do not select this option.

Secure Connection Specifies whether to use a secure connection (HTTPS) when connecting to
the Reporting and Analytics license server.

Note:
Reporting and Analytics requires additional steps to complete configuration. For more information,
see the Teamcenter Reporting and Analytics Deployment Guide in the Reporting and Analytics
software kit.

Reporting and Analytics license server settings


In this step, you specify settings for the Reporting and Analytics license server.

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15. Teamcenter Reporting and Analytics

Value Description

License File Path Specifies the location of the Reporting and Analytics license file
([Link]).

Keystore Settings

Override Keystore Specifies whether to allow the license server to use its default keystore
Default Input and password.

Keystore Path Specifies the path to the keystore for Reporting and Analytics licenses.
Specifies the path to the keystore file that contains the public and private
key used for encryption and decryption in HTTPS communication.

Keystore Password Specifies the password to be used for encryption and decryption in HTTPS
communication.

Note:
• For information about starting the Reporting and Analytics license server, see the Teamcenter
Reporting and Analytics Deployment Guide in the Reporting and Analytics software kit.

• Reporting and Analytics requires additional steps to complete configuration.


For more information, see the Teamcenter Reporting and Analytics Deployment Guide in the
Reporting and Analytics software kit.

Reporting and Analytics WAR file settings


In this step, you specify the web application context, host, and port for the Reporting and Analytics
integration web application.

Value Description

Web Application Context Specifies the application name for the Reporting and Analytics web
application. The default value is eQube. This name is included in the URL
for the web application.

Web Application Server Specifies the name of the server where the Reporting and Analytics web
Name application is deployed.

Web Application Server Specifies the port number used by the Reporting and Analytics web
Port application.

The complete URL to the Reporting and Analytics web application is of the following form:

[Link]

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Reporting and Analytics license settings

For example, a web application named TcRA running on a host named MyHost using port 7001 uses the
following URL:

[Link]

Note:
Reporting and Analytics requires additional steps to complete configuration.
For more information, see the Teamcenter Reporting and Analytics Deployment Guide in the
Reporting and Analytics software kit.

Reporting and Analytics license settings


In this step, you configure the local host to provide license authorizations for the Reporting and Analytics
integration.

Reporting and Analytics is a stand-alone reporting application. Reporting and Analytics adds a TcRA
Reports folder to Report Builder, which contains reports created with Reporting and Analytics. You can
view, edit, set permissions and delete Reporting and Analytics reports from Report Builder. Viewing
reports launches Reporting and Analytics. Reporting and Analytics also adds menu commands to My
Teamcenter to generate Reporting and Analytics reports.

Value Description

License Server Host Specifies the host on which the Reporting and Analytics license server
runs.

License Server Port Specifies the port used by the Reporting and Analytics license server.

License Authentication Specifies the interval in seconds to wait for a response from the Reporting
Timeout and Analytics license server.

Note:
• For information about starting the Reporting and Analytics license server, see the Teamcenter
Reporting and Analytics Deployment Guide in the Reporting and Analytics software kit.

• Reporting and Analytics requires additional steps to complete configuration.


For more information, see the Teamcenter Reporting and Analytics Deployment Guide in the
Reporting and Analytics software kit.

Reporting and Analytics metadata settings


In this step, you specify metadata settings for the Reporting and Analytics integration.

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15. Teamcenter Reporting and Analytics

This panel is displayed only if you select Create metadata in the Reporting and Analytics install
options and general settings panel.

Value Description

Teamcenter 4–tier URL Specifies the URL to the Teamcenter four-tier rich client (http://
host:port/context-root).

Teamcenter User Specifies the user name for the Teamcenter user who administers
Reporting and Analytics.

Teamcenter Password Specifies the password for the Teamcenter user who administers
Reporting and Analytics.

Teamcenter Group Name Specifies the group name for the Teamcenter user who administers
Reporting and Analytics.

Teamcenter Role Name Specifies the role name for the Teamcenter user who administers
Reporting and Analytics.

Connection ID Specifies a connection ID of one or more alphanumeric characters to


use when connecting to the Reporting and Analytics server.

Connection Name Specifies a name for the Reporting and Analytics, for example,
TcConnection.

Teamcenter Version Specifies the version of Teamcenter for which you installed Reporting
and Analytics.

Note:
• Reporting and Analytics requires additional steps to complete configuration.
For more information, see the Teamcenter Reporting and Analytics Deployment Guide in the
Reporting and Analytics software kit.

• If your network uses IPv6 (128-bit) addresses, use the hostname in URIs and do not use the
literal addresses, so the domain name system (DNS) can determine which IP address should be
used.

Reporting and Analytics database selection


In this step, you configure database settings for the Reporting and Analytics integration.

Reporting and Analytics is a stand-alone reporting application. Reporting and Analytics adds a Reporting
and Analytics Reports folder to Report Builder, which contains reports created with Reporting and
Analytics. You can view, edit, set permissions, and delete Reporting and Analytics reports from Report
Builder. Viewing reports launches Reporting and Analytics. Reporting and Analytics also adds menu
commands to My Teamcenter to generate Reporting and Analytics reports.

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Reporting and Analytics database selection

Prerequisites:

• A database server must be installed. Teamcenter supports Oracle and MS SQL Server databases.

• A database instance must exist, either a specific instance configured for Teamcenter or a multipurpose
instance to be configured in this step.

• A database user for Reporting and Analytics must be configured on the database server.

References:

For information about installing a database server and configuring databases for use with
Teamcenter, see Teamcenter Installation on Linux Using TEM and Teamcenter Installation on
Windows Using TEM available in the Teamcenter help library.

In the Database Engine box, select the database engine you use (Oracle or Microsoft SQL Server
2005).

Enter the following database configuration values, depending on the database engine you select:

Oracle database server values

Value Description

Database Server Specifies the name of the host on which Oracle Server runs.
This host must exist, and Oracle Server must be installed.

Service Specifies the name of the service for the Oracle instance.
The service name was determined when the Oracle server was installed.

Port Specifies the number of the port on which Oracle Server listens.
The port number was determined when Oracle Server was installed.

Database User Specifies the Reporting and Analytics database user name. The database
user must exist and be configured for use with Teamcenter.

Database Password Specifies the password for Reporting and Analytics database user.

Microsoft SQL Server values

Value Description

Database Server Specifies the name of the host on which MS SQL Server runs.
This host must exist, and MS SQL Server must be installed.

Choose one of the following methods to connect to the database:

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15. Teamcenter Reporting and Analytics

Value Description

Named Instance If you connect to Microsoft SQL Server using a named instance, select
this option and enter the instance name you defined when you installed
MS SQL Server.

Port If you connect to Microsoft SQL Server using a specific port, select this
option and enter the port number you specified when you installed MS
SQL Server.

Login Name Specifies the Reporting and Analytics database user name. The database
user must exist and be configured for use with Teamcenter.

Login Password Specifies the password for the Reporting and Analytics database user.

Database Name Specifies the name of the MS SQL Server database.


The database name was assigned when database was created.

Note:
Reporting and Analytics requires additional steps to complete configuration.
For more information, see the Teamcenter Reporting and Analytics Deployment Guide in the
Reporting and Analytics software kit.

Reporting and Analytics WAR and metadata settings


In this step, you specify WAR file and metadata settings for the Reporting and Analytics integration.

Value Description

Metadata Owner Specifies the user name for the owner of Reporting and Analytics
metadata. By default, this is the database user name you specified in the
Reporting and Analytics Database Selection panel.

Web Application Server Specifies the vendor of the web application server on which you deploy
Reporting and Analytics.

Use localization Select this check box to enable localization in Reporting and Analytics.

Master Locale Specifies the master locale. This locale determines the primary language
used for data input on the server.

Preferred Locales Specifies one or more additional preferred locales.

Note:
Reporting and Analytics requires additional steps to complete configuration.

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Reporting and Analytics authentication settings

For more information, see the Teamcenter Reporting and Analytics Deployment Guide in the
Reporting and Analytics software kit.

Reporting and Analytics authentication settings


In this step, you specify the authentication method and related settings for the Reporting and Analytics
integration.

Value Description

Authentication Type

eQube Authentication Specifies eQube authentication.

SSO Authentication Specifies Teamcenter Security Services authentication.

Windows (NTLM) Authentication Specifies Windows NT LAN Manager (NTLM)


authentication.

Network Properties

Domain Name Specifies the name of the NTLM domain.

Computer Account Name Specifies the account name of the NTLM domain
controller.

Computer Account Password Specifies the password of the NTLM domain controller.

Note:
• Selecting SSO Authentication requires that you install Teamcenter with Security Services
enabled and configure the LDAP server before you install Reporting and Analytics.
For information about installing Security Services, see Security Services Configuration.

• Reporting and Analytics requires additional steps to complete configuration.


For more information, see the Teamcenter Reporting and Analytics Deployment Guide in the
Reporting and Analytics software kit.

Reporting and Analytics WAR SMTP settings


In this step, you specify SMTP settings to enable users to receive e-mail generated by Reporting and
Analytics.

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15. Teamcenter Reporting and Analytics

Value Description

SMTP Host Specifies the host name of the SMTP server host.

Authenticate Specifies whether to require authentication on the SMTP server.

User Name Specifies the user name of the Reporting and Analytics e-mail account.

Password Specifies the password for the Reporting and Analytics e-mail account.

Include Administrator(s) Specifies you want to send notifications to the Reporting and Analytics
Email administrator.

Administrator(s) Email ID Specifies the email account ID of the Reporting and Analytics
administrator.

Note:
Reporting and Analytics requires additional steps to complete configuration.
For more information, see the Teamcenter Reporting and Analytics Deployment Guide in the
Reporting and Analytics software kit.

Reporting and Analytics metadata SSO settings


In this step, you specify metadata settings for Security Services with the Reporting and Analytics
integration.

Value Description

Teamcenter Application Specifies the identifier of the Teamcenter web tier application. Security
Identifier Services uses this identifier for logon authorizations in Reporting and
Analytics.

Note:
Reporting and Analytics requires additional steps to complete configuration.
For more information, see the Teamcenter Reporting and Analytics Deployment Guide in the
Reporting and Analytics software kit.

Reporting and Analytics WAR SSO settings


In this step, you specify WAR file settings for Reporting and Analytics with Security Services.

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Reporting and Analytics Security Services configuration

Value Description

TcRA Application Specifies the application identifier for the Reporting and Analytics web
Identifier application.

SSO Scheduler Specifies the ID of scheduler application.


Application Identifier

Mediator Password For information about mediating applications, see Security Services
Configuration in the Teamcenter documentation.
Specifies the Security Services mediator password.

Identity Service URL Specifies URL to the Security Services Identity Service.

Login Service URL Specifies the URL to the Security Services Login Service.

Note:
• Reporting and Analytics requires additional steps to complete configuration.
For more information, see the Teamcenter Reporting and Analytics Deployment Guide in the
Reporting and Analytics software kit.

• If your network uses IPv6 (128-bit) addresses, use the hostname in URIs and do not use the
literal addresses, so the domain name system (DNS) can determine which IP address should be
used.

Reporting and Analytics Security Services configuration


In this step, you specify configuration settings for Reporting and Analytics with Security Services.

Value Description

Teamcenter Application Specifies the application identifier for the Teamcenter web application.
Identifier

TcRA Application Specifies the application identifier for the Reporting and Analytics web
Identifier application.

SSO Scheduler Specifies the ID of scheduler application.


Application Identifier

Mediator Password For information about mediating applications, see Security Services
Configuration in the Teamcenter documentation.
Specifies the Security Services mediator password.

Identity Service URL Specifies URL to the Security Services Identity Service.

Login Service URL Specifies the URL to the Security Services Login Service.

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15. Teamcenter Reporting and Analytics

Note:
• Reporting and Analytics requires additional steps to complete configuration.
For more information, see the Teamcenter Reporting and Analytics Deployment Guide in the
Reporting and Analytics software kit.

• If your network uses IPv6 (128-bit) addresses, use the hostname in URIs and do not use the
literal addresses, so the domain name system (DNS) can determine which IP address should be
used.

Reporting and Analytics web parts and services


In this step, you optionally enable web services and integration with SharePoint and Teamcenter
community collaboration with Reporting and Analytics.

Value Description

Enable SOA Enable the Teamcenter service-oriented architecture


(SOA) connector with Reporting and Analytics.

Enable Sharepoint/Tc Community Select this check box to enable Reporting and Analytics
Integration integration with Microsoft SharePoint services and
Teamcenter community collaboration.

Note:
Reporting and Analytics requires additional steps to complete configuration.
For more information, see the Teamcenter Reporting and Analytics Deployment Guide in the
Reporting and Analytics software kit.

Reporting and Analytics snapshot migration


In this step, you specify how you want to migrate Reporting and Analytics snapshots during upgrade.

Value Description

Do not run snapshot migration through Specifies you do not want to migrate Reporting and
installer Analytics snapshots during upgrade.

Run snapshot migration through Specifies you want to migrate Reporting and Analytics
installer snapshots during upgrade.

Snapshot Migration Scheme Options to specify how to migrate snapshots.

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Upgrading a copied test environment

Value Description

Sequential Specifies sequential migration. If you select this option,


select Normal or Batch Execution, and type a batch size
in the Batch Size box.

Parallel Specifies parallel migration. Type a thread count in the


Thread Count box.

Note:
For more information about these options, see the Teamcenter Reporting and Analytics
Deployment Guide in the Reporting and Analytics software kit.

Upgrading a copied test environment


In this step, you provide information required to upgrade a copied test environment for Teamcenter
Reporting and Analytics.

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15. Teamcenter Reporting and Analytics

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16. Repeatable Digital Validation
Configuring an RDV database
In this step, you configure a separate database for use with Repeatable Digital Validation.

Note:
QPL and a separate RDV database are not required if you use cacheless search.

A separate RDV database also allows you to tune the RDV database without interfering with the
Teamcenter database.

Prerequisites:

• An Oracle database server must be installed.

• A database instance must exist, either a specific instance configured for Teamcenter or a multipurpose
instance to be configured in this step.

References:

For information about installing a database server and configuring databases for use with
Teamcenter, see Teamcenter Installation on Linux Using TEM and Teamcenter Installation on
Windows Using TEM in the Teamcenter help library.

Value Description

Database Server

Database Engine Specifies the type of database server you are connecting to, in this case,
Oracle Server.

Host Specifies the name of the host on which Oracle Server runs.
This host must exist, and Oracle Server must be installed.

Port Specifies the number of the port on which Oracle Server listens.
The port number was determined when Oracle Server was installed.

Instance (SID) Specifies the name of the service for the Oracle instance.
The service name was determined when the Oracle server was installed.

Database User Specifies a database user name. For the RDV database, if you use QPL,
the user name must be qpl.

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16. Repeatable Digital Validation

Value Description

• To connect to a database configured for use with Teamcenter, enter


the name defined for a database user when the database was
configured.

• To configure a database for use with Teamcenter, enter the name of


the database user you want to create.

You must also complete the fields in the Database Creation section.

Database Password Specifies a database password:

• To connect to a database configured for use with Teamcenter, enter


the password defined for the database user when the database was
configured.

• To configure a database for use with Teamcenter, enter a password


for the database user you are creating.

To configure a database, you must also complete the fields in the


Database Creation section.

Caution:
The password must not be empty nor contain any whitespace
characters such as space, tab, newline, carriage return, form feed,
or vertical tab.
Make sure the password does not contain space characters or any
of the following characters:

!@$%'": ;.<>(){}

Database Creation

Create Tablespaces and Specifies that you want to configure a database.


User
The Database User and Database Password fields in the Database
Server section must identify the user name and password for the
database you are configuring.

Database System User Specifies the user name for the Oracle system user account.

Database System Specifies the password for the Oracle system user account.
Password

Tablespace Directory on Specifies the full path to the tablespace directory on the Oracle server
Server host where the database tablespace files can be created.

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Configuring Repeatable Digital Validation

Value Description

Enter this path in the format valid for the operating system on
which Oracle Server runs, rather than of the corporate server you are
installing. For example, if the corporate server is a Linux system, but
the Oracle Server host is a Windows system, enter the path in Windows
format.

Tablespace Sizes (MB) Specifies the size for each tablespace in megabytes.
The size of the tablespace depends on the amount of data harvested
IDATA Size from the Teamcenter database. The RDV database is heavily used for
TEMP Size data warehousing (it experiences large uploads and simple queries but
few updates).

Configuring Repeatable Digital Validation


In this step, you install and configure files used in conjunction with the rich client Design Context
application.

For QPL-based Design Context, installing Repeatable Digital Validation (RDV) services is required. For
Appearance-based Design Context, installing RDV services is not required.

Value Description

Settings

QPL Port Specifies the number of the port the QPL server listens to for requests.
The default value is 14730.

Search Engine

JT search engine Specifies a search engine that is not specific to NX.

Tip:
Use this value when files used with RDV are tessellated files
originally created using any software (including NX).

UG search engine Specifies an NX-based search engine.

Tip:
Use this value when all files used with RDV are created in NX.

NX Application Location Specifies the path to the location of an installed NX application.

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16. Repeatable Digital Validation

Database engine selection for Repeatable Digital Validation


In this step, you provide information required to create the database for Repeatable Digital Validation
(RDV).

Note:
QPL and a separate RDV database are not required if you use cacheless search.

Prerequisites:

• A database server must be installed, either Oracle Server or MS SQL Server.

• A database instance must exist, either a specific instance configured for Teamcenter or a multipurpose
instance to be configured in this step.

References:

For information about installing a database server and configuring databases for use with
Teamcenter, see Teamcenter Installation on Linux Using TEM and Teamcenter Installation on
Windows Using TEM available in the Teamcenter help library.

In the Database Engine box, select the database engine you use (Oracle or Microsoft SQL Server
2005).

Enter the following database configuration values, depending on the database engine you select:

Oracle database server values

Value Description

Database Server Specifies the name of the host on which Oracle Server runs.
This host must exist, and Oracle Server must be installed.

Service Specifies the name of the service for the Oracle instance.
The service name was determined when the Oracle server was installed.

Port Specifies the number of the port on which Oracle Server listens.
The port number was determined when Oracle Server was installed.

Database User Specifies a database user name. For the RDV database, if you use QPL, the
user name must be qpl.

• To connect to an existing database configured for use with Teamcenter,


enter the name defined for a database user when the database was
configured.

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Database engine selection for Repeatable Digital Validation

Value Description

• To create and configure a database for use with Teamcenter, enter the
name of the database user you want to create.

Database Password Specifies a database password:

• To connect to an existing database configured for use with Teamcenter,


enter the password defined for the database user when the database
was configured.

• To configure a new database for use with Teamcenter, enter a password


for the database user you are creating.

Caution:
The password must not be empty nor contain any whitespace
characters such as space, tab, newline, carriage return, form feed,
or vertical tab.
Make sure the password does not contain space characters or any of
the following characters:

!@$%'": ;.<>(){}

Microsoft SQL Server values

Value Description

Database Server Specifies the name of the host on which MS SQL Server runs.
This host must exist, and MS SQL Server must be installed.

Choose one of the following methods to connect to the database:

Named Instance If you connect to Microsoft SQL Server using a named instance, select
this option and enter the instance name you defined when you installed
MS SQL Server.

Port If you connect to Microsoft SQL Server using a specific port, select this
option and enter the port number you specified when you installed MS
SQL Server.

Database User Specifies a database user name:

• To connect to an existing database configured for use with


Teamcenter, enter the name defined for a database user when the
database was configured.

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16. Repeatable Digital Validation

Value Description

• To create and configure a new database for use with Teamcenter,


enter the name of the database user you want to create.

Database Password Specifies the password for the database user:

• To connect to an existing database configured for use with


Teamcenter, enter the password defined for the database user when
the database was configured.

• To configure a new database for use with Teamcenter, enter a


password for the database user you are creating.

Database Name Specifies the name of the MS SQL Server database.


The database name was determined when database was created.

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17. Rich client
About rich client installation in TEM
The Teamcenter rich client is a gateway to your company’s product information. The rich client
framework allows you to integrate and run Product Data Management applications along with various
other applications, all from a common platform. These applications can be Microsoft Office applications,
custom applications, Java Plug-ins, or CAD/CAM/CAE applications such as NX.

The following TEM help topics describe panels that allow you to install Teamcenter rich clients and
add-on features. For more information about using FMS, see the appropriate client installation guide (for
Windows or Linux) and the System Administration.

Setting two-tier transport mode


If you want to allow multiple concurrent user sessions of your two-tier rich client, set the transport
mode for the two-tier rich client. In the Activation Mode box, select PER_CLIENT. (The default value,
NORMAL, does not allow multiple concurrent user sessions.)

• The number of user sessions allowed in PER_CLIENT mode is limited by the capabilities of your
operating system.

• For information about enabling multiple rich client support, see Enabling multiple client sessions in
the appropriate client installation guide (for Windows or Linux).

Two-tier Teamcenter server settings


In this step, you specify values required for the rich client to access your Teamcenter server.

Value Description

Connection Port Specifies the port number on which the TAO implementation repository
service is to run on the client workstation.
Make sure this value reflects the port used by your Teamcenter corporate
server.

2–tier Servers Specifies the servers that provide database access for your rich client.
To add a database, perform the following steps:

1. Click Add.

2. Enter the path to the data directory (TC_DATA) where you


want Teamcenter Environment Manager to create shared data

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17. Rich client

Value Description

subdirectories and files. This can be the network path to the


TC_DATA directory on your corporate server.

3. Enter a unique name for the connection.

4. Click OK.

5. If you want to add access to additional databases, repeat steps 1


through 4 to add access information for each database.

After you add a database, you can remove databases from the list or edit
settings using the Remove and Edit buttons. You can also change the
priority the rich client uses in database access by selecting a database in
the table and clicking the Up or Down buttons.

Supplying middle-tier server settings


In this step, you supply connection settings for the four-tier rich client.

The 4-tier Servers table lists web servers to which the four-tier rich client connects.

To add a server to the table, click Add. Double-click the box in the URI or Connection Name columns to
type values for the additional server.

Use the Up and Down buttons to assign server priority.

To remove a server from the table, select the appropriate row and click Remove.

The Compress (gzip) the responses from the Web application servers check box is selected by
default. This option provides faster connection performance from the server.

Two-tier rich client uses TCCS instead of IIOP


The Teamcenter two-tier rich client now uses TCCS (Teamcenter client communication system) instead
of IIOP (Internet Inter-ORB Protocol) to communicate with the corporate server.

IIOP protocol is no longer supported in Teamcenter. During upgrade, TEM converts existing two-tier rich
clients to use TCCS.

Rich client run-time home


In this step, you enter a location in which you want to place rich client files during run time for the
shared rich client installation. In the Runtime Home Location box, enter a local path.

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Rich client two-tier settings

For more information about installing a shared rich client, see the appropriate client installation guide
(for Windows or Linux).

Rich client two-tier settings


In this step, you enter settings for the two-tier rich client.

In the Rich client Web Server box, enter the URL to the presentation tier web application. Teamcenter
uses this value to construct URLs within the two-tier rich client. Optionally, you can leave this field blank,
making URLs within the rich client nonfunctional.

Note:
• If your network uses IPv6 (128-bit) addresses, use the hostname in URIs and do not use the
literal addresses, so the domain name system (DNS) can determine which IP address should be
used.

• If you use SSL, make sure you include the fully qualified host name in the URL to the web
application.

Rich client settings


In this step, you configure access to the Teamcenter documentation.

Value Description

Enable online help Specifies that you want to access the Teamcenter documentation from your
rich client configuration. Select this check box to enable documentation
access.

Documentation Specifies the URL to the Teamcenter documentation.


server URL
Type the appropriate online help URL:

[Link]
PL20231129261301184.xid1899404/html/xid1899405

Replace domain with the source from which you access online help:

• Support Center (Internet): [Link]

• Siemens Documentation Server (local network): doc-server-host:doc-server-


port

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Value Description

If you use the Siemens Documentation Server, you must install the server and
documentation before you configure documentation access from Teamcenter
clients.
For information about installing documentation and the Documentation
Server, see the appropriate client installation guide (for Windows or Linux).

For advanced configuration options, click Advanced.

Note:
If your network uses IPv6 (128-bit) addresses, use the hostname in URIs and do not use the literal
addresses, so the domain name system (DNS) can determine which IP address should be used.

Rich client run-time folder


In this step, you enter a location in which you want to place rich client temporary files during run time.
In the Runtime Temp Folder box, enter a local path.

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18. Lifecycle Visualization
About Lifecycle Visualization installation in TEM
Teamcenter provides an embedded viewer and the Lifecycle Visualization perspective for the rich
client, as well as the stand-alone Teamcenter lifecycle visualization application which can be launched
from the rich client. The embedded viewer allows you to visualize 3D models in the Lifecycle Viewer
application and within other Teamcenter client applications such as Structure Manager.

If you want to use the enhanced Lifecycle Visualization capabilities of these Lifecycle Visualization
viewers, you must purchase the necessary Lifecycle Visualization licenses and download Lifecycle
Visualization software. For more information about using Lifecycle Visualization, see Visualization on
Rich Client ─ Getting Started.

The following TEM help topics describe panels that allow you to configure Lifecycle Visualization. These
panels are displayed if you select one of the following features:

• Teamcenter Visualization (Embedded) for Rich Client

• Teamcenter Visualization (Stand-alone) for Rich Client

On Windows systems, these features are not required if you install Lifecycle Visualization before you
install the rich client. However, if your versions of Lifecycle Visualization and Teamcenter differ (for
example, if you do not install Lifecycle Visualization 2406 with Teamcenter 2406), the rich client
may display an error when you open the viewer. If this happens, see the troubleshooting topics in
Teamcenter Rich Client Installation on Windows.

On Linux systems, these features are required to enable Lifecycle Visualization viewers in the rich client.

Installing the embedded viewer for rich client


In this step, you provide information required to install the Lifecycle Visualization embedded viewer for
rich client.

Prerequisites:

• A Lifecycle Visualization software kit must be available in a location accessible to this host, or Lifecycle
Visualization must be installed on a host accessible to this host.

If Lifecycle Visualization (embedded viewer or standalone application viewer) is already installed:

1. In the Teamcenter Visualization Location box, enter the location in which Lifecycle Visualization
software is installed.

2. Select Connect to existing Teamcenter Visualization application at the above location.

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18. Lifecycle Visualization

If no Lifecycle Visualization software is installed:

1. In the Teamcenter Visualization Location box, enter the location in which you want to install
Lifecycle Visualization software.

2. Select Install Teamcenter Visualization (Embedded) to the above location from the following
image.

3. In the Teamcenter Visualization Install Image box, enter the full path to the
Teamcenter_Visualization_version.msi file in the Lifecycle Visualization software kit. Include
the .msi file name in the path.

Installing the standalone application viewer for rich client


In this step, you provide information required to support the Lifecycle Visualization standalone
application viewer for rich client.

Prerequisites:

• Lifecycle Visualization must be installed on the current host.

References:

For information about Lifecycle Visualization licensing and functionality, see Visualization on Rich
Client ─ Getting Started guide and the Teamcenter 2406 help library.

In the Existing Install Location box, enter the location in which Lifecycle Visualization software is
installed. This feature configures the rich client to launch the installed standalone application viewer.

Configuring Lifecycle Visualization for Teamcenter


In this step, you enter Lifecycle Visualization settings for Teamcenter.

Value Description

Protocol Specifies the protocol to use for Lifecycle Visualization requests.

Host Specifies the host on which to install Lifecycle Visualization.

Port Specifies the port you want Lifecycle Visualization to use.

Domain Specifies the domain under which Lifecycle Visualization runs.

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19. Teamcenter integrations
Team Collaboration Integration settings
In this step, you enter settings for the Team Collaboration Integration, which provides the capability to
post to social applications such as Slack and Microsoft Teams using the Teamcenter Social Integration.

Value Description

Service Access Key ID Specifies the account access key ID for the Team Collaboration Integration.
This value is required.

Service Secret Key Specifies the secret key for the Team Collaboration Integration. This value
is required.

Configuring ERP Connect Toolkit


In this step, you install the generic ERP Connect Toolkit interface.

Note:
The ERP Connect Toolkit is intended for sites currently using ERP Connect. Sites setting up new
integrations should use the appropriate Teamcenter Gateway product.

Configuring ERP Connect Toolkit is required only if your site needs to integrate Teamcenter with other
Enterprise Resource Planning (ERP)-supported applications, such as BAAN.

Postinstallation:

Complete the software configuration following the instructions in the Teamcenter Environment
Variables.

Value Description

ERP Data Directory Specifies installation of the ERP Connect Toolkit interface.
Location

Share Name Specifies a name for the Teamcenter network share. Enter a name or
accept the default value.

Teamcenter Integration for NX for rich client


In this step, you specify the location of your NX installation in the NX Install Location field.

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19. Teamcenter integrations

Note:
When you upgrade to a new version of NX, uninstall the NX Rich Client Integration feature in
TEM, and then reinstall this feature, specifying the path to the new NX installation in the NX
Install Location box in TEM.

Verifying requirements for Teamcenter Excel import


In this step, TEM verifies that the required software for the Teamcenter Excel import feature are present
on your system. If the required software is not present, you must install it before you can continue with
installation.

Read the messages on this panel and perform the recommended actions before you continue.

iWay integration settings


In this step, you specify settings for the iWay integration to Teamcenter.

In the iWay Installation Location box, enter the path to the iWay software.

Microsoft Office support for rich client


In this step, you type the URI to the Teamcenter Client for Microsoft Office application.

Note:
If your network uses IPv6 (128-bit) addresses, use the hostname in URIs and do not use the literal
addresses, so the domain name system (DNS) can determine which IP address should be used.

Google Online microservice settings


In this step, you specify settings for the Google Online microservice.

For more information about the Google Online server, see Deploying Document Management in the
Teamcenter documentation.

Value Description

Google Online Server Settings Settings for the Google Online server.

Google Authorized Redirect URIs Specifies authorized redirect URIs for the Google
server. Enter fully qualified domain names.

Google Application Name Specifies the name of your Google web application.

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Teamcenter Client for Microsoft Office installation

Value Description

Google Client ID Specifies the client ID of your Google web


application.

Google Client Secret Specifies the client secret password of your Google
web application.

Sponsor User Information Credentials for the Sponsored Authentication user.


You create these when you create a user profile.

Sponsor User ID Specifies the user ID of the sponsored user.

Sponsor User Password Specifies the password of the sponsored user.


Enter the password again in the Confirm Password
box to confirm.

Google Online Server Connection Settings Settings for the Google Online server connection.

Teamcenter Gateway URL Specifies the URL to the Active Workspace Gateway.
The URL should be of this form:

[Link]

Replace host and port with the host and port on


which the Gateway runs.
For example:

[Link]

Teamcenter SSO Specifies whether to use Security Services when


connecting to the Google Online server.

Teamcenter Client for Microsoft Office installation


This panel verifies whether the current host meets the system requirements for Teamcenter Client for
Microsoft Office. This includes the required versions of the Microsoft .NET framework and other libraries
and also a supported version of Microsoft Office.

Choose how you want to enable access to Client for Office:

Install Specifies that Client for Office will be available for all users on the current machine.
Teamcenter
Client for
Microsoft
Office for all
users on this
system

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19. Teamcenter integrations

Install Specifies that Client for Office will be available for the current user only.
Teamcenter
Client for
Microsoft
Office for me
only

For more information about installing Teamcenter Client for Microsoft Office, see Teamcenter Rich Client
Installation on Windows.

Teamcenter Extensions for Microsoft Office


This panel verifies whether the current host meets the system requirements for Teamcenter Extensions
for Microsoft Office. This includes the required versions of the Microsoft .NET framework and other
libraries and also a supported version of Microsoft Office.

For more information about installing Teamcenter Extensions for Microsoft Office, see Teamcenter Rich
Client Installation on Windows.

Teamcenter Office Online server settings


In this step you specify settings for the Teamcenter Office Online server.

You must install the Teamcenter Office Online web service on a separate machine and not on the same
machine that has Microsoft Office Online Server. Ensure that both are Windows hosts with machines
with Microsoft Internet Information Server (IIS) installed.

Value Description

Microsoft Office Online Server Settings Settings for accessing the Microsoft Office Online server.

MS Office Online Server Specifies the reference URL of the deployed Microsoft
Discovery URL Office Online Server. For example:

[Link]

Sponsor User Information Sponsored authentication settings. Sponsored


authentication allows an application integrated with
Teamcenter to log onto Teamcenter using sponsored
mode.

Sponsor User ID Specifies the user ID of the sponsored authentication user.

Sponsor User Password Specifies the password for the sponsored authentication
user. Type the password again in Confirm Password to
confirm.

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Office Online Server IIS settings

Value Description

Office Online Server Connection Connection settings for the Teamcenter Office Online
Settings server.

Teamcenter 4-tier URL Specifies the URL to the Teamcenter web tier.

FSC Connection URL Specifies the connection URL to the Teamcenter FMS server
cache (FSC).

Office Online Server IIS settings


In this step, you specify settings for the Microsoft Internet Information Server (IIS) that hosts the Web
Application Open Platform Interface (WOPI) server for Office Online.

Note:
Teamcenter Office Online web service is only supported on an IIS web server. You must first
enable IIS and [Link] on the machine on which you plan to install Teamcenter Office Online web
service. You must use the same script that you used to install Microsoft Office Online Server. To do
so, refer to the scripts specified in Office Online Server.

Value Description

IIS Web Site Configuration

Use Existing Web Site Specifies that you want to use an existing web site. You must select the
existing web site from the list. Teamcenter creates the virtual directory for
the Office Online application in the specified web site in IIS. The Office
Online application is hosted in the specified web site.
This option is selected by default.

Create New Web Site (Optional) Specifies that you want to create a new web site for the Office
Online deployment. You must specify values for Web Site Name, Web
Site Port, and Web Site Root Path.

Web Site Name (Optional) Specifies the name of the new web site in IIS. This value is
required only if you select the Create New Web Site option.

Web Site Port (Optional) Specifies the port number of the new web site in IIS. This port
must be available and unassigned. This value is required only if you select
the Create New Web Site option.

Web Site Root Path (Optional) Specifies the root of web content subdirectories for the new
web site. This value is required only if you select the Create New Web
Site option.

IIS Web Application Pool Configuration

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Value Description

Use Existing Specifies whether to use an existing application pool from the list
Application Pool provided. An application pool is a set of one or more applications assigned
to an IIS worker process. The Teamcenter .NET web tier is an [Link]
application. Keep this in mind if you intend to have this application pool
host other applications.
This option is selected by default.

Create New (Optional) Specifies whether to create a new application pool. You must
Application Pool provide a value for Application Pool Name.

Application Pool (Optional) Specifies the name for the IIS application pool. This value is
Name required only if you select the Create New Application Pool option.

IIS Virtual Directory Configuration

Virtual Directory Name Specifies the IIS virtual directory name for Office Online application
deployment. Web URLs for four-tier deployments are based on this value.
The URLs are of the form: [Link]

Log File Path Specifies the path in which to place log files for the Office Online web
server.

Teamcenter Office Online WOPI host settings


In this step, you supply settings for Teamcenter Office Online to access the Web Application Open
Platform Interface (WOPI) server.

Value Description

Host Name Specifies the host name Teamcenter Office Online web
service, also known as the WOPI host.

Port Specifies the port used by the WOPI server.

Teamcenter Client for Microsoft Office configuration


In this step, you enter Teamcenter server settings for Teamcenter Client for Microsoft Office.

Value Description

Install Teamcenter Single Sign-on Select this check box if you want to use Security Services
support for Office Client with Client for Office.

SSO Application ID Specifies the application ID of your Teamcenter


installation as configured in the Security Services
installation.

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Configuring the Office Online microservice

Value Description

Protocol Specifies the protocol used to access the Security Services


application (http or https).

SSO Server Host Specifies the server host for the Security Services
application.

SSO Server Port Specifies the port used by the Security Services
application.

SSO Application Name Specifies the application name of the Security Services
application.

Configuring the Office Online microservice


In this step, you specify settings for the Teamcenter Office Online microservice.

Value Description

Microsoft Office Online Server Settings for the Office Online server.
Settings

MS Office Online Server Enter the reference URL of the deployed Microsoft Office
Discovery URL Online Server. For example:

[Link]

Sponsor User Information Credentials for the Teamcenter Sponsored Authentication


user.
For information about sponsored authentication, see the
Security Administration guide.

Sponsor User ID Specifies the user ID of the sponsored authentication user.

Sponsor User Password Specifies the password of the sponsored authentication user.
Confirm the password by typing it again the Confirm
Password box.

Office Online Server Connection Connection settings for the Office Online server.
Settings

Teamcenter Gateway URL Specifies the URL to the Active Workspace Gateway. The URL
should be of this form:

[Link]

Replace host and port with the host and port on which the
Gateway runs.

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19. Teamcenter integrations

Value Description

For example:

[Link]

Teamcenter SSO Specifies whether to use Security Services when connecting to


the Office Online server.

Workflow to Scheduling Integration settings


In this step, you specify settings for the Workflow to Schedule Integration.

The Workflow to Scheduling Integration allows workflow to send updates to related tasks in a schedule.

Prerequisite:

You must create the proxy user account (projproxy) before you install the Workflow to Scheduling
Integration.

Value Description

Proxy User Name Specifies the proxy user name for the Teamcenter server.

Proxy User Group Specifies the proxy user group for the Teamcenter server.

Proxy User Password Specifies the password for the proxy user.

Configuring SCM ClearCase Integration


In this step, you configure the SCM ClearCase Integration by specifying the location of a ClearCase server
on the local host.

Note:
An existing installation of a ClearCase server is required.

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20. Multi-Site Collaboration
Installing Multi-Site Collaboration
This panel presents steps to perform before you proceed with upgrading Multi-Site Collaboration

Enabling the Teamcenter Enterprise integration for Teamcenter


Integration Framework
In this step, you enable the Teamcenter Enterprise integration for Teamcenter Integration Framework.

In the Enterprise Connector box, browse to the location of the Teamcenter Enterprise connector files
([Link] and [Link]).

TEM must be able to access these files to enable the Teamcenter Enterprise integration.

For more information on Teamcenter Integration Framework, see the Teamcenter Integration Framework
documentation available on Support Center.

Teamcenter Integration Framework settings


In this step, you have the option to change the default port settings for Teamcenter Integration
Framework.

If you want to change the values of Web Server Port, LDAP Server Port, Security Port, Web UI Port, or
Active MQ Port, click Advanced, and then type new port values.

For more information on Teamcenter Integration Framework, see the Teamcenter Integration Framework
documentation on Support Center.

Teamcenter Integration Framework disk image


In this step, you specify settings for creating a disk image file.

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20. Multi-Site Collaboration

Value Description

JDK Location Enter the location of a supported Java development kit


(JDK). Teamcenter Integration Framework requires the
JDK to create the disk image.

Installation Location on Targeted Enter the path in which you intend to deploy the disk
Machine image on the target host.

Disk Image File Directory Enter the path on the current host in which to save the
disk image file.

When TEM creates the disk image file, it zips all the files under the TC_ROOT\tcif folder into a ZIP file
called [Link], and then places the ZIP file into the Disk Image File Directory. The root folder
within this ZIP file is tcif. After it is complete, TEM copies the TEM installer, configuration files, and
installation log files to the same location. TEM also creates a silent installation file that can be used by
TEM to silently install the disk image file.

If you are upgrading from a supported version of Teamcenter Integration Framework, you are prompted
for your administrator user credentials. For more information about upgrading Teamcenter Integration
Framework, see Upgrading Teamcenter Integration Framework in the Teamcenter Integration
Framework documentation on Support Center.

Event notification system configuration


In this step, you specify settings for the event notification system.

Value Description

Database Name Specifies the name of the event notification system


database.

Database User Specifies the database user of the event notification system
database.

Database Password Specifies the password for the event notification system
database.

Username Specifies the user name for logging on to the Apache


ActiveMQ messaging server.

Password Specifies the password for logging on to the Apache


ActiveMQ messaging server.

Multi-Site IDSM settings


In this step, you enter settings for the Multi-Site Distributed Services Manager (IDSM) service.

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Multi-Site ODS settings

Value Description

Service ID Specifies an ID for the IDSM service.

Service Name Specifies a name for the IDSM service.

Port Specifies the port used by the IDSM service.

RPC Number Specifies the remote procedure call (RPC) program number for
the IDSM service.
By default, the Multi-Site RPC server uses random TCP ports
over a range of ports. The range varies depending on
your platform. If your enterprise security requires servers to
communicate on static port numbers, you can customize the
Multi-Site configuration to run the ODS and IDSM servers on
specified port numbers.

Staging Area Specifies the temporary directory for storing data.

Staging Area Size Specifies the size in bytes for the temporary directory.

Multi-Site ODS settings


In this step, you enter settings for the Multi-Site Object Directory Services (ODS) service.

Value Description

Service ID Specifies an ID for the ODS service.

Service Name Specifies a name for the ODS service.

Port Specifies the port used by the ODS service.

RPC Number Specifies the remote procedure call (RPC) program number for
the ODS service.
By default, the Multi-Site RPC server uses random TCP ports
over a range of ports. The range varies depending on
your platform. If your enterprise security requires servers to
communicate on static port numbers, you can customize
the Multi-Site configuration to run the ODS and IDSM servers
on specified port numbers.

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21. Archive and Restore
Archive: Create Connection
In this step, you select the type of connection you want to create to the Teamcenter database that
will be designated as an archive database. You can connect to a new or existing database. Choose the
appropriate option:

• Connect to existing database: Connects your configuration to an existing archive database at


another site.

• Populate archive database: Connects to and populates a new database at another site, designating
that database as the archive. Optionally choose to create a database on the other site if one does not
already exist.

For more information about archiving and restoring, see Multi-Site Collaboration in the Teamcenter
documentation.

Archive: Foundation Database


In this step, you provide the information that Teamcenter requires to connect to the Teamcenter
database that will be designated as an archive database. The archive database must be the same as
the Teamcenter database.

Prerequisites:

• You must install a database server. Teamcenter supports Oracle or Microsoft SQL Server databases.

• If you use Oracle, you must create a database instance, either a specific instance configured for
Teamcenter or a multipurpose instance to be configured in this step.

References:

For more information about archiving and restoring, see Multi-Site Collaboration in the Teamcenter
documentation.

In the Data Directory box, enter a location for the Teamcenter data directory (TC_DATA).
The directory must exist. TEM creates shared data subdirectories and files in this location.

In the Database Server box, select your database vendor (Oracle or Microsoft SQL Server).

Enter the following database configuration values, depending on the database vendor you select.

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21. Archive and Restore

Oracle database server values

Value Description

Host Specifies the name of the host on which the Oracle server runs.
This host must exist, and the Oracle server must be installed.

Service Specifies the name of the service for the Oracle instance.
The service name was determined when the Oracle server was
installed.

Port Specifies the number of the port on which the Oracle server listens.
The port number was determined when the Oracle server was
installed.

User Specifies a database user name:

• To connect to an existing database configured for use with


Teamcenter, enter the name defined for a database user when the
database was configured.

• To create and configure a database for use with Teamcenter, enter


the name of the database user you want to create.

Password Specifies a database password:

• To connect to an existing database configured for use with


Teamcenter, enter the password defined for the database user when
the database was configured.

• To configure a new database for use with Teamcenter, enter a


password for the database user you are creating.

If you chose to create a new database instead of using an existing database, provide the following
values:

System User Specifies a user name of the Oracle system administrator account. The
default value is system.

Password Specifies a password for the Oracle system administrator account.

Caution:
The password must not be empty nor contain any whitespace
characters such as space, tab, newline, carriage return, form
feed, or vertical tab.
Make sure the password does not contain space characters or
any of the following characters:

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Archive: Foundation Database

Value Description

!@$%'": ;.<>(){}

Database Path Specifies the location of the tablespaces for the


Teamcenter database on the Oracle server. This is typically
ORACLE_HOME\oradata\Oracle_SID (on Windows systems) or
ORACLE_HOME/oradata/Oracle_SID (on Linux systems).

Data Directory Specifies the path to the Teamcenter data (TC_DATA) directory.
This value is stored in the TC_DATA variable in your Teamcenter
configuration. TEM creates shared data subdirectories and files in this
location. Each data directory is associated with a single database user
within a database instance.

Note:
Do not create a TC_DATA variable in the system environment.
TEM sets this variable as required in Teamcenter scripts. Setting
this variable in the operating system causes conflicts if you
install more than one configuration.

Share Name Specifies a name for the Teamcenter network share. Enter a name or
accept the default value.
During Teamcenter installation, TEM creates the network share to
the configuration directory (accessible as \\server-name\share-name)
where client workstations can access configuration information.
Because this shared directory is accessed using the UNC path, the
server must be connected to the network during the installation.

Microsoft SQL Server values

Value Description

Instance If you connect to Microsoft SQL Server using a named instance, select this
option and enter the instance name you defined when you installed MS
SQL Server.

Port If you connect to Microsoft SQL Server using a specific port, select this
option and enter the port number you specified when you installed MS
SQL Server.

Login Name Specifies a database user name:

• To connect to an existing database configured for use with Teamcenter,


enter the name defined for a database user when the database was
configured.

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21. Archive and Restore

Value Description

• To create and configure a new database for use with Teamcenter, enter
the name of the database user you want to create.

Login Password Specifies the password for the database user:

• To connect to an existing database configured for use with Teamcenter,


enter the password defined for the database user when the database
was configured.

• To configure a new database for use with Teamcenter, enter a password


for the database user you are creating.

Database Name Specifies the name of the MS SQL Server database.


The database name was determined when database was created.

If you chose to create a new database instead of using an existing database, provide the following
values:

System User Specifies the user name of the SQL Server system administrator account.
The default value is sa.

Password Specifies the password for the SQL Server system administrator account.

Caution:
The password must not be empty nor contain any whitespace
characters such as space, tab, newline, carriage return, form feed,
or vertical tab.
Make sure the password does not contain space characters or any of
the following characters:

!@$%'": ;.<>(){}

Database Path Specifies the directory in which to create the Teamcenter database on the
SQL Server server.

Collation Specifies the collation used by the Teamcenter database on the Microsoft
SQL Server server. Collation defines the alphabet or language whose rules
are applied when data is sorted or compared.

Enable UTF-8 Specifies whether to enable support for UTF-8 encoding in the
Teamcenter database.
Microsoft SQL Server does not provide native support for UTF-8. The
Enable UTF-8 option enables the Teamcenter server to convert character
encoding to and from UTF-8 when interacting with the database.

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Archive: Foundation Database

Value Description

For information about configuring your Teamcenter host to support


UTF-8, see the Teamcenter installation guides for Windows and Linux.

Data Directory Specifies the path to the Teamcenter data (TC_DATA) directory.
This value is stored in the TC_DATA variable in your Teamcenter
configuration. TEM creates shared data subdirectories and files in this
location. Each data directory is associated with a single database user
within a database instance.

Note:
Do not create a TC_DATA variable in the system environment. TEM
sets this variable as required in Teamcenter scripts. Setting this
variable in the operating system causes conflicts if you install more
than one configuration.

PostgreSQL database server values

Value Description

Host Specifies the name of the host on which the PostgreSQL server runs.
This host must exist, and the PostgreSQL server must be installed.

Port Specifies the number of the port on which the PostgreSQL server
listens.
The port number was determined when the PostgreSQL server was
installed.

Login Name Specifies a database user name:

• To connect to an existing database configured for use with


Teamcenter, enter the name defined for a database user when the
database was configured.

• To create and configure a database for use with Teamcenter, enter


the name of the database user you want to create.

Login Password Specifies a database password:

• To connect to an existing database configured for use with


Teamcenter, enter the password defined for the database user when
the database was configured.

• To configure a new database for use with Teamcenter, enter a


password for the database user you are creating.

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21. Archive and Restore

Value Description

Database Name Specifies the name of the PostgreSQL database.


The database name was determined when database was created.

If you chose to create a new database instead of using an existing database, provide the following
values:

System User Specifies a user name of the PostgreSQL system administrator account.
The default value is postgres.

Password Specifies a password for the PostgreSQL system administrator account.

Caution:
The password must not be empty nor contain any whitespace
characters such as space, tab, newline, carriage return, form
feed, or vertical tab.
Make sure the password does not contain space characters or
any of the following characters:

!@$%'": ;.<>(){}

Database Path Specifies the location of the tablespaces for the Teamcenter database
on the PostgreSQL server.

Data Directory Specifies the path to the Teamcenter data (TC_DATA) directory.
This value is stored in the TC_DATA variable in your Teamcenter
configuration. TEM creates shared data subdirectories and files in this
location. Each data directory is associated with a single database user
within a database instance.

Note:
Do not create a TC_DATA variable in the system environment.
TEM sets this variable as required in Teamcenter scripts. Setting
this variable in the operating system causes conflicts if you
install more than one configuration.

Archive: Multisite Configuration


In this step, you install the components that replicate data between multiple Teamcenter sites, enabling
the exchange of data objects with other Teamcenter databases over a wide area network (WAN).

You must install at least one of the services that Multi-Site Collaboration uses to manage the replication
process for this database:

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Archive: Multi-Site ODS settings

• The object directory service (ODS) provides location and access information for Teamcenter objects
distributed to various sites in a distributed Teamcenter environment.

• One or more Teamcenter Distributed Services Manager (IDSM) processes manage the replication of
objects from one Multi-Site Collaboration site to another.

Value Description

Distributed Services Specifies that you want to install the distributed services manager service
Manager (IDSM) on this host.
You can choose to install both the IDSM service and the ODS service.
You must install one of the two services. If you choose both, this system
becomes both an IDSM and an ODS server for the same database.

Object Directory Specifies that you want to install the object directory services on this host.
Services (ODS)
You can choose to install both the IDSM service and the ODS service.
You must install one of the two services. If you choose both, this system
becomes both an IDSM and an ODS server for the same database.

For more information about archiving and restoring, see Multi-Site Collaboration in the Teamcenter
documentation.

Archive: Multi-Site ODS settings


In this step, you enter settings for the Multi-Site Object Directory Services (ODS) service.

Value Description

Service ID Specifies an ID for the ODS service.

Service Name Specifies a name for the ODS service.

Port Specifies the port used by the ODS service.

RPC Number Specifies the remote procedure call (RPC) program number for
the ODS service.
By default, the Multi-Site RPC server uses random TCP ports
over a range of ports. The range varies depending on
your platform. If your enterprise security requires servers to
communicate on static port numbers, you can customize
the Multi-Site configuration to run the ODS and IDSM servers
on specified port numbers.

For more information about archiving and restoring, see Multi-Site Collaboration in the Teamcenter
documentation.

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21. Archive and Restore

Archive: Multi-Site IDSM settings


In this step, you enter settings for the Multi-Site Distributed Services Manager (IDSM) service.

Value Description

Service ID Specifies an ID for the IDSM service.

Service Name Specifies a name for the IDSM service.

Port Specifies the port used by the IDSM service.

RPC Number Specifies the remote procedure call (RPC) program number for
the IDSM service.
By default, the Multi-Site RPC server uses random TCP ports
over a range of ports. The range varies depending on
your platform. If your enterprise security requires servers to
communicate on static port numbers, you can customize the
Multi-Site configuration to run the ODS and IDSM servers on
specified port numbers.

Staging Area Specifies the temporary directory for storing data.

Staging Area Size Specifies the size in bytes for the temporary directory.

For more information about archiving and restoring, see Multi-Site Collaboration in the Teamcenter
documentation.

Archive: Database synchronization check


In this step, you verify the data models of the main Teamcenter database and the archive database.

TEM scans the main database and the archive database to verify their data models are synchronized. In
some cases, TEM automatically installs missing data model to align the archive and main databases.

For more information about archiving and restoring, see Multi-Site Collaboration in the Teamcenter
documentation.

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22. Additional features
Configure documentation access
In this step, you configure access to Teamcenter documentation in the rich client.

Value Description

Enable Online Help Specifies that you want to access Teamcenter documentation from Teamcenter
rich clients. Select this check box to enable documentation access.

Documentation Specifies the URL to the Teamcenter documentation.


Server URL
Teamcenter rich clients can access documentation from one of two sources:

• Internet: Access documentation from Support Center.

• Local: Access documentation from the Siemens Documentation Server


installed on your local host or network.

If you use the Siemens Documentation Server, you must install the server
and documentation content before you configure documentation access from
Teamcenter clients.
For information about the documentation URL to enter, see the appropriate
client installation guide (for Windows or Linux).

Note:
For more information about configuring client access to online help, see the Teamcenter client
installation guides for Windows and Linux.

Installing CAD-BOM alignment


In this step, you configure a set of parameters to be used as database preferences to allow the
Teamcenter installation to interact and share visual data with Teamcenter product master management.
Configuring this feature allows designs managed by this installation of Teamcenter to be related to parts
in products that are managed by Product Master Management.

Value Description

PDM System Namespace Specifies a unique cluster of Teamcenter installations. This value must
correspond to a valid value defined in the Product Master Management
database. Contact your Product Master Management administrator
for an appropriate valid value. This value is used to populate a
UsageWC_MathSystemNamespace database preference.

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22. Additional features

Value Description

Note:
The PDM system namespace is also referred to as a math system
namespace.

PDM System Name Specifies a unique name for your Teamcenter installation within the
scope of the PDM system namespace. This name is used to identify the
originating system of related design components aligned or published to
the Product Master Management database. This value should be unique
within the scope of the PDM system namespace. The recommended
value is the site ID of your installation. This value is used to populate a
UsageWC_MathSystemName database preference.

Note:
• The PDM system name is automatically registered with Product
Master Management at run time.

• The PDM system name is also referred to as a math system name.

Item ID Namespace Specifies the scope of uniqueness for item ID values of designs
that are aligned with or published to Product Master Management.
This value must correspond to a valid value defined in the Product
Master Management database. Contact the Product Master Management
administrator for an appropriate valid value. This value is used to populate
a UsageWC_MathNumberNamespace database preference.

Note:
The PDM system namespace is also referred to as a math number
namespace.

Product Master Management URL and Security Services


In this step, you configure access to the Product Master Management application.

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Product Master Management

Value Description

Teamcenter PMM URL Specifies the locale and endpoint URL of the Product
Master Management web services. Click Add to add a URL
to the list.

Enable SSO Specifies whether to enable Security Services for single


sign-on with Product Master Management.

Application ID Specifies the application ID of your Product Master


Management installation as configured in the Security
Services installation.

Perpetual Release Mode Specifies that you want Product Master Management to
use perpetual release mode.
Perpetual release mode uses date-based part effectivity to
configure the product. Product Master Management does
not support perpetual releasing without part effectivity.

Present Time Mode Specifies that you want Product Master Management to
use present time release mode.

Note:
• If your network uses IPv6 (128-bit) addresses, use the hostname in URIs and do not use the
literal addresses, so the domain name system (DNS) can determine which IP address should be
used.

• The release mode cannot be changed after installation completes. To change the release mode,
you must reinstall the Usage Server.

Product Master Management


In this step, you configure Teamcenter alignment with Product Master Management.

Value Description

Teamcenter BOM Web Service End- Specifies the endpoint URL of the Product Master
Point Management web services, for example:

[Link]

This value is used to populate a UsageWC_Endpoint


database preference.

PDM System Namespace Specifies a unique cluster of Teamcenter installations.


This value must correspond to a valid value defined
in the Product Master Management database. Contact

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22. Additional features

Value Description

your Product Master Management administrator for an


appropriate valid value. This value is used to populate a
UsageWC_MathSystemNamespace database preference.

Note:
The PDM system namespace is also referred to as a
math system namespace.

PDM System Name Specifies a unique name for your Teamcenter installation
within the scope of the PDM system namespace. This
name is used to identify the originating system of
related design components aligned or published to the
Teamcenter BOM database. This value should be unique
within the scope of the PDM system namespace. The
recommended value is the site ID of your installation. This
value is used to populate a UsageWC_MathSystemName
database preference.

Note:
• The PDM system name is automatically registered
with Product Master Management at run time.

• The PDM system name is also referred to as a


math system name.

Item ID Namespace Specifies the scope of uniqueness for item ID values of


designs that are aligned with or published to Product
Master Management. This value must correspond to a
valid value defined in the Product Master Management
database. Contact the Product Master Management
administrator for an appropriate valid value. This value is
used to populate a UsageWC_MathNumberNamespace
database preference.

Note:
The PDM system namespace is also referred to as a
math number namespace.

Also, select a release mode for Product Master Management, either Perpetual Release Mode or Present
Time Mode.

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Configuring Teamcenter Automotive Edition-GM Overlay

Note:
If your network uses IPv6 (128-bit) addresses, use the hostname in URIs and do not use the literal
addresses, so the domain name system (DNS) can determine which IP address should be used.

Configuring Teamcenter Automotive Edition-GM Overlay


In this step, you configure Teamcenter Automotive Edition-GM Overlay.

Value Description

GMO Prefix ID Specifies three uppercase alphabetical characters to prefix GMO item IDs.
The prefix ID you enter must be 3 characters and contain only uppercase
letters.
A GMO item ID has 8 characters, the first 3 are the alphabetical characters
you specify as the prefix; the following 5 characters are numeric. For
example, if you specify an item ID prefix of ABC, items are created with
item IDs starting from ABC00001 to ABC99999.

Note:
For postinstallation tasks for Teamcenter Automotive Edition-GM Overlay, refer to the Teamcenter
Rich Client Installation on Windows and the Teamcenter Rich Client Installation on Linux.

Embedded Software Solutions for Foundation


In this step, you select settings for Embedded Software Solutions:

Install default software types

Select this option if you want to install the default Teamcenter item types that represent recognized
embedded software parts and types.

Install default processor types

Select this option if you want to install the default Teamcenter item types that represent recognized
processors.

For more information about configuring and using Embedded Software Solutions, see Embedded
Software Solutions.

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22. Additional features

Hierarchical storage management (HSM) settings


In this step, you specify settings for third-party hierarchical storage management (HSM) software.

Value Description

HSM Primary Hosts Specify hosts on which third-party HSM software is installed. To add a
host to the table, click Add. To remove a host from the table, select the
host and click Delete.

Read Thru Supported by Specifies whether third-party HSM provides read-through capability.
3rd Party HSM Software

HSM Secondary Tier Specifies the capacity, in gigabytes, of the HSM storage volume.
Capacity (GB)

Manufacturing Process Management options


In this step, you select Manufacturing Process Management types to include in your installation.

MATLAB Client Integration


In this step, you configure the Teamcenter integration with MATLAB Simulink.

Value Description

MATLAB Installation Directory Enter the path to the installation directory for the MATLAB
integration.

Staging Directory Enter the path to the staging directory where MATLAB
files are stored.

Teamcenter SOA URL Type the Teamcenter services URL for the logon dialog.

NX Graphics Builder installation


In this step, you enter the location of the NX installation.

Value Description

NX Install Location Specifies the path to the NX installation.

Graphics Builder Base Specifies the port used for the HTTP graphics builder server. Any free port
Port is valid.

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OData microservice settings

Value Description

Number of Ports Specifies the maximum number of graphics builder instances to be


started.

Teamcenter 4-tier URL Specifies the Teamcenter server URL.

OData microservice settings


In this step, you specify parameters to configure the open data (OData) microservice.

Value Description

Teamcenter Web Tier URL Specifies the URL to the Teamcenter web tier. Enter a value
of the following form:

[Link]

For example:

[Link]

Teamcenter FMS URL Specifies the URL to the File Management System (FMS)
master.

Configuring Content Management for rich client


In this step, you identify Content Management web servers you want to access from this rich client host.
Click Add or Remove to add or remove server URLs from the table.

Note:
If your network uses IPv6 (128-bit) addresses, use the hostname in URIs and do not use the literal
addresses, so the domain name system (DNS) can determine which IP address should be used.

iModel (CALM) bank microservice settings


In this step, you specify settings for the iModel bank microservice.

In the Teamcenter Web Tier URL box, type the URL to the Teamcenter web tier, using the form:

[Link]

For example:

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22. Additional features

[Link]

CALM utility settings


In this step, you specify settings for the Capital Asset Lifecycle Management (CALM) utilities. You can
configure iModel or COMOS, or both.

For more information about the CALM solution, see the Active Workspace documentation.

Value Description

iModel Hub Specifies you want to use the iModel platform.

Client ID Specifies the iModel agent client public ID.

Client Secret Specifies the iModel agent client private secret.

Client Scope Specifies the scope value of the iModel agent.

COMOS Specifies you want to use the COMOS (Component


Object Server) platform.

COMOS Base URL Specifies the URL to the COMOS server, using the
form:

[Link]

Teamcenter Web Tier URL Specifies the URL to the Teamcenter web tier. Enter
a value of the following form:

[Link]

For example:

[Link]

FSC URL Specifies the URL to the FMS server cache (FSC).

SCM ClearCase for rich client


This panel verifies the required version of the ClearCase client is installed on this rich client host.

Java EE-based lifecycle interoperability web services


In this step, you specify the four-tier server URL and the lifecycle interoperability web services (LIS) core
service port.

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Java EE-based lifecycle interoperability web services

Value Description

4-Tier Server URL Specifies the URL to the Teamcenter four-tier server.

LIS Core Service Port Specifies the number of the port on which the LIS core
service listens.

Is SSO Enabled Specifies whether to enable Security Services for LIS web
services.

SSO Login Service URL Specifies the URL to the Security Services login service.

SSO Application ID Specifies the application ID of the Security Services login


service.

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23. Updates Manager
About Updates Manager actions in TEM
The following TEM help topics describe panels displayed by Updates Manager, a TEM feature that applies
downloaded patches to Teamcenter.

For more information about applying patches using Updates Manager, see the appropriate server
installation guide (for Windows or Linux).

Media verification
In this step, you verify locations of Teamcenter software.

TEM displays this panel if a problem is found with one of the media locations provided. If the
Teamcenter software files are corrupt or not found, or if an update is missing from one of the specified
locations, you must correct the locations or replace the files in the specified location.

Value Description

Update Location Specifies locations of software kits for Teamcenter product


updates (minor releases and patches).
If the Exists column indicates a problem with an update
location (X), click Browse and then re-enter the location.
If the location is correct but the Exists column still indicates
a problem, re-expand the given software kit to replace the
files in the location.

Note:
TEM applies updates in the order you specify. If updates contain different versions of the same
software component, the update closest to the bottom of the list takes precedence.

Configuration enhancements
In this step, you review configuration enhancements provided in the Teamcenter product update (minor
release or patch).

For some Teamcenter features in your installation, template updates are required. To view information
about configuration enhancements that affect your installation, click View Enhancement Info for each
feature.

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23. Updates Manager

Select the Accept Data Model Updates check box to verify you understand and accept the data model
updates included in the enhancements.

Warning:
Features containing data model objects may be updated. That is, database model changes
may occur. Siemens Digital Industries Software recommends you back up your database before
continuing.

Updates Manager
In this step, you choose whether to download updates, apply updates, or roll back updates.

Updates Manager is the TEM function that applies downloaded patches to Teamcenter.

Removing backup files


In this step, you may choose to remove backups of files replaced by patches you applied previously.

Choosing a patch to apply


In this step, you choose a patch to apply to your Teamcenter installation.

Prerequisites:

• Download patch files from Support Center.

In the Download Directory box, enter the path to the directory in which you downloaded Teamcenter
patches. In the File box, enter the name of the update file that contains the patch you want to apply.

Choosing an update to apply


In this step, you choose an update to apply to your Teamcenter installation.

Prerequisites:

• Download update files from Support Center.

In the Download Directory box, enter the path to the directory that contains the update file you
downloaded. In the Update List box, select one or more updates to apply.

To view the readme file for the update, click View README.

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Supplying information about the updates server

Supplying information about the updates server


In this step, you provide FTP access information for the server on which you post downloaded
Teamcenter updates.

Value Description

Host Specifies the host name of the updates server.

Port Specifies the port used by the updates server.

User Specifies the user name to use when accessing the updates server.

Password Specifies the password to use when accessing the updates server.

Directory on FTP where Specifies the FTP path on the updates server for transferring updates.
updates are located

Path can be browsed Specifies whether the FTP directory on the updates server can be
browsed.

Applying updates
In this step, you specify the locations TEM requires to apply updates.

Value Description

Update kit location Specifies the directory that contains the downloaded Teamcenter update
files you want to apply to your Teamcenter installation.

Backup directory Specifies the directory you want to contain backups of files replaced
during the update process.

Original Media Location Specifies the the location of the Teamcenter release software kit.
This box is displayed only in Teamcenter patch releases.

Installation Directory Specifies the Teamcenter application root directory (TC_ROOT).

For more information about applying Teamcenter updates, see the appropriate Teamcenter server
installation guide (for Windows or Linux).

Roll back patches


In this step, you select an software update to roll back (remove). You can only roll back an update if a
backup exists for the selected update. Changed files are restored from the backup.

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23. Updates Manager

Cache regeneration settings


In this step, you specify whether to regenerate server-side caches during patching. If you want to
regenerate server caches during patching, select the Regenerate Client Cache check box.

Enable database changes


In this step, you supply database credentials to allow changes to the database that are required to
complete the patch.

Value Description

Database User Specifies the user ID of the Teamcenter database user.

Database User Password Specifies the password of the Teamcenter database user
account.

Use database system user If TEM does not already have the database system user
credentials, select this check box and enter the credentials
in the following boxes.
Database system user credentials are required because the
database changes require CREATE SEQUENCE and CREATE
TRIGGER permissions.

System User Specifies the user ID of the database system user.

System User Password Specifies the password for the database system user
account.

Enable new capabilities


In this step, you confirm whether to enable new capabilities added by the current Teamcenter software
update kit.

To enable the new capabilities listed, click Next. Otherwise, click Back to choose a different maintenance
option, or click Cancel to cancel installation of the update.

For information about the new capabilities listed, see the What’s New section of the release README
file.

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24. Upgrade
Prerequisite diagnostics
This panel performs a series of diagnostics on your existing Teamcenter installation to assess readiness
for update.

In the Enter a working directory where logs can be created box, enter a location where TEM can
create log files for prerequisite diagnostics.

Click Run to begin diagnostics.

Note:
No Teamcenter data is modified in this step. No installation or update processes are initiated.

When the diagnostics are complete, this panel displays the results of the diagnostics. To view a detailed
log of these results, click Review.

If any diagnostics fail, you must resolve those issues before you can proceed.

Warnings from diagnostic tests


This panel is displayed because one or more warnings occurred during pre-upgrade diagnostics. Review
the warnings and any recommended actions, and acknowledge each warning by selecting each check
box before you continue.

Custom database template


In this step, you enter a template file name. Any items found in the database which are not part of the
default templates will be written out into this custom template file.

Value Description

Template Type a name for a new custom template that will be used to store the
extra items.

Type collision verification


In this step, you specify your current version of Teamcenter for the type collision verification analysis
performed during pre-upgrade diagnostics.

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24. Upgrade

Type collisions occur when two or more types (business objects) have the same name. This duplication
causes a conflict (collision), requiring that one of the identical names be changed. If your database has
defined custom type names that are the same as any type that will be added by Teamcenter during this
upgrade, your database cannot be upgraded.

In the Current Release box, select your current Teamcenter version, and then click the OK button to
return to the Pre-Upgrade Diagnostics panel.

Warning:
It is very important that you select the exact version and patch level of your database. Do not
guess or select a release that is close to the release. Doing so can cause an incorrect analysis.

TEM performs the type analysis during pre-upgrade diagnostics. If TEM detects a type collision, the
upgrade is blocked from proceeding. The results of the type collision analysis are placed in the log
directory.

Note:
If you do not see your Teamcenter version listed in the Current Release box, contact your Siemens
Digital Industries Software customer support representative.

Upgrading workflow objects


In this step, you specify how to handle workflow objects during Teamcenter upgrade:

• Upgrade all workflow jobs

Select this option if you want to convert all file-based workflow templates to database workflow
template objects, convert any transient objects associated with the workflow templates to persistent
objects, and update the referencing workflow processes.

• Upgrade in-process jobs only

Select this option if you want to convert only those workflow objects that are in process.

For more information about configuring and using workflows, see the System Administration guide.

Identify the Teamcenter configuration


In this step, you type a unique ID and optional description for the Teamcenter configuration.

Additional upgrade options


In this step, you specify additional Teamcenter upgrade options.

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Database daemons port check

If you want to generate a client cache, select the Generate client cache check box.

This specifies that you want to generate a cache of data that rich clients can download once at initial
logon and then reuse on the client host. This option reduces server demand, reduces startup time, and
improves overall performance. When this option is selected, TEM generates the client cache at the end
of the install, upgrade, or update action. If you clear this option, but a client cache already exists, the old
client cache is deleted.

Database daemons port check


This panel verifies the port specified for database daemons is available.

Reporting and Analytics upgrade


In this step, you choose how you want to upgrade your Reporting and Analytics installation.

• Upgrade metadata

Upgrade metadata from previous installation.

• Upgrade WAR

Upgrade the Reporting and Analytics WAR file from the previous installation.

• Upgrade WAR and metadata

Upgrade the WAR file and metadata from the previous installation.

• Upgrade metadata and create new WAR

Upgrade the metadata and create a new Reporting and Analytics WAR file.

Repeatable Digital Validation database user


In this step, you provide information needed to access the Repeatable Digital Validation (RDV) database.

Value Description

User Specifies the user name of the RDV database user.

Password Specifies the password for the RDV database user.

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24. Upgrade

Selecting a Teamcenter configuration to upgrade


In this step, you select the Teamcenter configuration to upgrade, or accept the default selection if a
single configuration is available.

New application root directory


In this step, you specify the root directory for your upgraded Teamcenter installation. In the New
Application Root Directory, enter the root directory for the upgraded Teamcenter installation.

This panel contains a table of all features found in the existing installation, with the current status of
each. Click Browse to add any custom templates missing from the table.

Old application root


In this step, you specify the location of your previous Teamcenter installation.

Test environment location


In this step, you specify a location in which to create the copy of your production environment.

Note:
TEM does not prompt you to select features when creating a copy of an environment for testing.
The features installed in the test environment are based on the feature data models that are
installed in the database. You can add additional features after the copy process is complete.

Verifying templates and features for the test environment


In this step, you locate features associated with templates applied to the database in a copy of a
production environment you create for upgrade testing.

TEM displays this panel if you select Create environment for upgrade testing in the Install/Upgrade
Options panel.

The table shows features being applied to the database for the copy of the production environment. If a
feature is not shown for a given template, click Browse to locate the associated feature XML file.

Caution:
This panel does not verify template versions. Make sure the template and feature versions are
correct before you continue.

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Upgrade information

Upgrade information
In this step, you enter information to upgrade your existing installation. When you click the Next button,
TEM attempts to connect to the database and get all volume information from it. TEM also verifies you
have write permission on each local volume folder. This can take up to several minutes.

Value Description

Old TC_DATA Location Enter the path of the TC_DATA location on the server to be upgraded.

New TC_DATA Location Enter the new path you want to use for the upgraded TC_DATA location on
the server.

Database User Enter the user name of a user with DBA privileges on the server.

Database Password Enter the password for the user.

Caution:
The password must not be empty nor contain any whitespace
characters such as space, tab, newline, carriage return, form feed,
or vertical tab.
Make sure the password does not contain space characters or any of
the following characters:

!@$%'": ;.<>(){}

Upgrade database features


In this step, you provide paths to templates that need to be upgraded.

This panel provides a list of templates provided by Siemens Digital Industries Software and our partners.
Any template showing Upgrade in the status column has been detected in this database and must be
upgraded. If a template was detected and the path to the template is missing, use the Browse button to
find the missing template package. After all matched template packages are found, the Next button is
enabled.

Warning:
Failure to find all missing template packages results in migration issues with your custom data
model to the Business Modeler IDE, possible corruption of data, and issues with using TEM.

Value Description

Browse Click this button to locate paths to the packaged template ZIP files.

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24. Upgrade

Volume Migration
In this step, you determine where to create the volumes associated with the database for the test
environment.

Ownership of all volumes is transferred to the target system as part of the copy process. By default, TEM
creates volumes in the path specified in the Default volume directory path.

If you want to specify a location for a given volume, enter the path in the Copied Volume Path box
for the volume. The Copied Volume Path value for a volume must be unique. (No other volume may
use this location.) The Copied Volume Path value can point to a volume directory, a partial volume
directory, or an empty directory. TEM creates whatever subdirectories are missing. The originating host
name of the volume is used in the default volume location. This is done in the case two volumes
originating from different servers use the same path.

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