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Release Notes Product Navigation V 2.3.44 Perception Software Company Confidential Copyright © Perception Software 20166 All Rights Reserved Perception Software Confidential

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Release Notes

Product NavigationV 2.3.44

Perception Software Company ConfidentialCopyright © Perception Software 20166

All Rights Reserved

This document contains information that is confidential and proprietary to Perception Software, Inc. This information is supplied for identification, maintenance, evaluation, engineering, and inspection purposes

only, and shall not be duplicated or disclosed without prior written permission from an authorized representative of Perception Software. This document and any other confidential information shall not be

released to any third party without a valid non-disclosure agreement signed by the third party and an authorized Perception Software representative. In accepting this document, the recipient agrees to make

every reasonable effort to prevent the unauthorized use of this information.

Perception Software Confidential

Table Of Contents

1 Release Summary........................................................................................................12 New Part Request Modules Notes...............................................................................1

2.1 Ability to launch an Unseeded Part.....................................................................12.2 Agile Instance Authentication.............................................................................12.3 Configuration Enhancements...............................................................................2

3 Index and Cloud Content Blending.............................................................................23.1 Blending configuration Match Criteria................................................................33.2 Blending configuration – Column Views............................................................33.3 Data Driven Facets..............................................................................................4

4 In- place Visualization (IPV).......................................................................................44.1 Configuration.......................................................................................................5

5 Ticket Summary...........................................................................................................5

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

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

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

2.2 Agile Instance AuthenticationVersion 2.3.4 allows the ability to specify system level account for authentication into Agile. This ability is usefull where Oracle OAM or other SSO is mandated in-front of the Agile Webservices. In this case, it may not be possible due to

Perception Software Confidential

Darryl Worsham, 09/03/15,
Missing a word here
Darryl Worsham, 09/03/15,
Should we say something about this being a separate module sold separately?

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enterprise security policy to connect to the webservices. The recommended approach is to set a system level user which will create the parts on behalf of the actual user.To set the system level user the following section in the create-parts.xml must be updated:

<connection><host>http://AGILEENDPOINT</host> <authenticationType>SHARED</authenticationType><username>USERNAME</username> <password>PASSWORD</password><sessionTimeout>120</sessionTimeout>

</connection>

2.3 Configuration EnhancementsThe main configuration for Agile Part Request is contained in the file create-part-config.xml. Here is a summary of the configuration elements in this file. Some additional enhancements have been made to support simpler part request forms.Ability to Set editability of a Fields regardless of how they exist in plmStatic Values – Ability to override field valuesDefault Values – Ability to have set value when no other input is provided.

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

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

3.1 Blending configuration Match Criteria

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

<DataSources defaultSource="silicon-expert"> <Source name="active-index" icon="index-active.png">

<LookupKey primaryAttr="Manufacturer" matchAttr="mfg_best" /> <LookupKey primaryAttr="PartNumber" matchAttr="mpn_best" />

</Source> </DataSources>

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

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

<Column field="division" label="Division" size="100" visible="true" sourceId="active-index" />

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

4 In- place Visualization (IPV)In place Visualization is a new feature of 2.3.4 which allows customers to create a custom popup view for one or more icons in the search results. Examples may be the customer wishes to display an MCAD model graphic for an item, Or create a custom “datasheet” view. Simply hovering over the configured icon will display the contents of any webpage in a popup dialog. The customer is responsible for creating the view displayed, and may use any standard web page creation technology.

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4.1 ConfigurationIPV is configured by specifying a new Action definition in the config.xml. The configuration will specify the icon to display, the URL from which to retrieve the report from, and the size of the dialog. Optionally, the user may specify the field names about the current record to pass to the remote application as GET or POST parameters.Please review the following Article for details in configuring this feature.

https://perceptionsoftware.zendesk.com/entries/107872063-Configure-In-place-Visualization-IPV-

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

3088 PN 2.3.4 Key Release Objectives Bug3129 Indexer accepting string values in numeric fields Bug

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3114 PN: IPV - PAssing Thru Formating to Argument Bug3082 IPV - No Action for Null Data Cells Bug3225 Insert NPR regression #3222 into PN 2.3.4 RC Bug3233 Insert #3224 Part Details missing data into RC Bug2545 search for () results in error message Bug3038 GroupBy Column Ordering not following Config.xml Bug2974 Missing SE Configuration in QueryTemplate can result in

NPEBug

2980 SESearchByQueryAction.getSEQueryWithQueryTemplate method does not properly parse a single term query.

Bug

3152 AX - Example IPV "report" server and config Bug3115 SE Panel Exception During Catalog Search Bug2992 REST API - Part Query Null Pointer Bug2958 API - BOM / Whereused Filter criteria Bug2972 NearPart/Find Similar Error Bug2547 Special character - causes error Bug2891 PN: NPR alternates not matching SE Alternate Bug2982 1/4 Build is not coming up on PN Bug2985 Near part regression Bug2995 PN: IPV - Tool Tip Text Ontop of Popup Bug2957 API - Query based Part API Bug2656 Changing column size on the SE tab produces error with

IE 11Bug

3071 regression - free text search drops the user into faceted/catalog search result tab

Bug

2962 Blending Local and Cloud Content fields Bug2672 PN: NPR functionality improvement - Agile failed login

informationBug

2975 Near Parts Sub-Search Error Bug2984 Attribute Selection - Search Results View, window close

selection [X] causes search result menu to lose focus for tab

Bug

3050 Should handle additional SE attributes in the response sections that we already process

Bug

3081 Facet List and Screen realestate Bug2947 NPR if you update a MFG part attribute, you are placed at

the beginning of the row after each updateBug

2847 AE right click and select define sort settings on "where Used/BOM" tab should execute a command (regression)

Bug

3084 UI - Alternate theme(s) broken(?) Bug2977 Silicon Expert panel does not update properly when you

enter a page number Bug

2442 PN: Clicking on Encompass Reporting with no reports continually loads

Bug

2949 NPR date field update is not retained Bug2525 PN: NPR should include all failed actions on the result tab Bug3105 NPR regression part type is not being automatically set Bug2956 API - Whereused Bug3095 Blank parameters should not appear on sort settings Bug

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3113 Error: Cannot parse 'doc-type:part AND ()' Bug2883 NPR column width should not overlap/hide the icon or sort

optionsBug

3067 PN 2.3.4 GA Security - Reflected XSS Bug3066 PN 2.3.3 GA Security problem XSS found Bug3119 PN: NPR, invoking NPR without a seed part should allow

for editing MFR attributesBug

2915 NPR enhancement to add scroll ability Bug2645 Double quoted search does not seem to return matches Bug3078 PN 2.3.4 seems slower then PN 2.3.3 (GA) Bug3139 NPR menu seed part value undefined when using SE

resultBug

3149 Column headers don't appear in SE results Bug3141 NPR - Define New MFG Not correctly using Default value Bug3137 User should be able to unselect and leave multilist blank

on NPR Part Attribute panelBug

3148 NPR: MFG part number on Manufacturer Parts tab should be editable

Bug

2948 NPR error when adding a new MFG part when editing values (UoM)

Bug

3106 NPR menu should not reset part attribute values after generating a new part number

Bug

2544 Special character / causes error Bug3174 NPR: regression - [New Part] is appearing in the

Attachment subpanel instead of new part numberBug

3180 NPR: MFG parts alternates mapping is incorrect Bug3188 NPR: Manufacturer Parts section only displays seed part

when certain attributes are defaultedBug

3178 NPR: Requirement to have the PN username mapped into an attribute

Bug

3201 Insert #3169 change into the PN 2.3.4 RC Bug3205 Insert #3183 fixes into PN 2.3.4 RC: DPN properties page

no longer groups properties (regression)Bug

3130 Index update tool: skip bad records Enhancement3060 Validate CSV of Parts as a new index or as an

incremental update to the index Enhancement

2993 PN: IPV - Not Adhering to the Formatting described Enhancement3061 Multiple File support for CSV injection into the index Enhancement3070 AX: Automation of Shopping List to ODBC utility Enhancement3059 Consume CSV of Parts as a new index or as an

incremental update to the indexEnhancement

2969 PN: Enable facet filtering with keyword searches Enhancement2679 AX: "Use", Shopping List Export to ODBC database Enhancement2517 In Place Visualization Enhancement2826 PN: In-Place Visualization, middle-man endpoint Enhancement2828 Part preview popup - that will open on OnMouseOver or

OnClick eventEnhancement

2940 Make standard free text search mode configurable Enhancement2867 PN: In Place Visualization / Configuration Enhancement

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2876 Add additional IPV endpoints with Basic Authentication Enhancement2875 Change configuration Enhancement2124 AX OEM: Find option in BOM / Where Used view Enhancement2994 PN: IPV - Hover action tied to "icon" even after Popup Enhancement2965 PN: As an admin need the ability to push a profile out to

all usersEnhancement

3099 User should be able to cancel Loading distinct values... Enhancement2990 PN: REST API to read shopping list data from ADF Enhancement3039 ADF SQL Script - Delete User and Data Enhancement2938 PN: NPR - extend the Mfr part mappings edit dialog Enhancement2978 Test Automation: unique identifier needed on the right

click menu (Result panel)Enhancement

2963 Add unique identifier for tabs Enhancement2999 Automation: Shopping List needs a unique indentifier Enhancement2998 Automation: Buttons on welcome screen need location

IDs Shopping List and QueriesEnhancement

3000 Automation Compare Parts window buttons need unique selectors

Enhancement

2961 Admin Contributed Content Enhancement1480 Thumbnail window images for footprints are still causing

circles to be displayed as ovals. Enhancement

2697 PN: NPR, need to be able to launch NPR from from the Operation menu

Enhancement

2574 PN: Extend dynamic servlets api to extract parts data from the index

Enhancement

2946 NPR enhancement to indicate when a row is editable Enhancement2966 PN: Need to support a URL launch the NPR form Enhancement3056 NPR - Field Configuration Modes Enhancement2945 NPR needs to have editable true or false setting for part

attributesEnhancement

2802 PN: 2.3.3 NPR, Need ability to filter an attribute from view but still set a default value.

Enhancement

3083 NPR - Add Visibility attribute to fields. Enhancement3128 NPR menu color change for editability should show

through when row is selectedEnhancement

3144 NPR: When a user updates the Mfg name to be a valid value, the green check should appear immediately

Enhancement

3143 NPR: User should not be able to click include unless a green check is present

Enhancement

3127 NPR menu should be consistent with indicating not editable fields with a grey color

Enhancement

2573 PN:NPR, isAlternate and existsInAgile columns in Manufacturer Parts table in NPR

Enhancement

2954 Web Services: support for UoM values Enhancement2955 PN: NPR support for UoM values Enhancement3154 NPR color choice for showing not editable should be

easier for the user to seeEnhancement

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3134 Automation: NPR login window needs unique identifiers/locators

Enhancement

2549 Searching for " results in error message Enhancement3131 Automation: SE results need unique identifiers for

ManufacturerEnhancement

3167 NPR - Ability to set PLM login creds Enhancement3086 NPR - Obtain a list of all values per field Enhancement3211 Insert #3195 change into the PN 2.3.4 RC "Static

values in NPR for Manufacturer"Enhancement

2967 PN: Need to be able to view index fields in the Silicon Expert results

Enhancement

3047 SE enhanced view: configuration Enhancement3048 SE Enhanced view: backend logic Enhancement3049 SE Enhanced view: frontend updates Enhancement

R&D Ticket # Description Class

2524 PN: NPR - Manufacturer Name synonyms Enhancement2490 Multi query template reports Enhancement2481 PN: NPR, ECO Creation, need support for attribute filters Enhancement

2467 PN: NPR Change Orders - Affected Item attributes Enhancement2436 NPR: uploading attachments to the Mfr parts (app level) Enhancement

2430PN: NPR, If existing CPN manually specified in Part Attributes form, update form with existing Agile attribute values Enhancement

2401 PN: NPR, Need support for Dynamic Attributes Enhancement

2400NPR: verify that required attributes have been set on client side Enhancement

2399 NPR: update required attributes in first part create call Enhancement

2392PN:NPR, Pass through any Agile exception to the Results page Enhancement

2391PN: NPR, Creating the new Agile Part using a Map or all attributes with values Enhancement

2336 PN: NPR - Change Order UI Enhancement2335 PN: NPR - MCO support Enhancement2334 PN: NPR - Change Orders configuration Enhancement

2325 Near Parts: Faceted Search based on seed parts Enhancement

2273 Catalog button more prevelent Enhancement2268 Set Default colors to AX Scheme Enhancement2225 NPR, ability to generate configuration file Enhancement2220 PN: enhancement Ability to compare BOMs in main search Enhancement2171 PN: NPR, populate Part Attributes form with SE values Enhancement

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2156 BOM Find and Filter Enhancement

2127AX OEM: Ability to go back to last view in BOM / Where Used Enhancement

2123 AX OEM: Expand all option in BOM / Where Used view Enhancement2008 Oracle ADF database support Enhancement

1982 PN: NPR, 2nd request for data in SE environments. Enhancement1792 PN: Incorporate admin.xml into ADF functionality Enhancement1760 Agile connector - add support for attachment urls Enhancement1521 PN: NPR - add wizard page for creating ECO/MCO Enhancement

1520PN: NPR - add wizard page for adding Attachments to new cpn or linked MPN Enhancement

511When adding a part to shopping list from RMB, improve the Shopping List dialog box behavior Enhancement

427 Create Part Module Enhancement2565 PN import shopping list returns error Bug2564 PN export shopping list to excel returns error Bug

2548PN: Searching for a part number results in error message to user Bug

2508 PN: thumbnails are not being displayed Bug2505 PN 2.3.1: URLs in results tab should be hyperlinked Bug2502 PN: Query suggestor initialization error Bug2443 Thumbnail Preview Column Capability Encodes Full URLs Bug2396 PN: Icons not appearing in search results Bug2381 PN 2.3.1: Unable to scroll down in the Properties tab Bug2369 BOM Export Webservice For "Active" index Bug2322 BOMs unable to expand when traversing up Bug2300 BOM Compare failing on 73-15664-06 at -B0 Bug2292 Compare parts don't work - shows empty grid Bug

2275 Initial Focus in Search Box Bug2274 Part properties view - missing value formatting Bug

2259 Silicon Expert Pricing Data Not Correctly Handled Bug

2250PN 2.3: Can not add new user using admin panel user management Bug

2233PN 2.3: Logging in as a user that is not in the ADF DB results in confusing error message Bug

2232PN 2.3 Admin panel confirm disable user message should say disable not delete Bug

2231 PN 2.3: Search Profile filters should retain their settings Bug2224 PN 2.3: Exporting SE results not working Bug

2222PN 2.3: changing column or sort order should not result in Error: ERROR c.p.p.a.e.s.v.a.SaveGridAction - JSON STRING Bug

2194PN: Part number search suggestion causes suggestion feature to stop working Bug

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2178PN 2.3: ADF Database should update search profile when user clicks on "reset search profile" Bug

2165 PN 2.3: New user should not be updated in admin.xml Bug

2143PN: Search for BOM_parent:true causes TypeError and (unknown) error Bug

2038AX - Compare BOMs not assembly error but items are marked as assemblies Bug

2012Deleting / Disabling more than one user don't work [Administration -> User Managment] Bug

1477 "Sticky" template for Logic Symbol Bug

1466Error when clicking on the DPN that contains a ':' colon to get to the Properties tab Bug

1459Search Suggestions (Category Recommendations) are not taking into effect the current profile filters Bug

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