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server_customization

The document provides guidelines for customizing the Teamcenter server version 14.2, detailing various methods such as using the Business Modeler IDE, Teamcenter Services, and the Integration Toolkit (ITK). It emphasizes the importance of following Siemens' licensing agreements and the limitations regarding the use of unpublished APIs. Additionally, it outlines prerequisites for customization, including the need for coding tools and a test installation of Teamcenter.

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TEAMCENTER

Server Customization
Teamcenter 14.2
Unpublished work. © 2022 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.

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any liability of Siemens whatsoever.

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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
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About Siemens Digital Industries Software

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with 7 million licensed seats and 71,000 customers worldwide. Headquartered in Plano, Texas, Siemens Digital Industries
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Contents

Getting started with server customization

Before you begin ─────────────────────────── 1-1
Methods for customizing the Teamcenter server ──────────── 1-1
Application interfaces ──────────────────────── 1-2
Siemens Digital Industries Software customization support ───────
1-3
Syntax conventions used in this guide ───────────────── 1-3
Basic server concepts ───────────────────────── 1-4
Teamcenter data model ────────────────────────── 1-4
Libraries ──────────────────────────────── 1-10
Install sample files ─────────────────────────── 1-11
Writing warnings or errors to logs ───────────────────── 1-12

Data-model-based customization
Introduction to data-model-based customization ──────────── 2-1
Customization methods in the Business Modeler IDE ────────── 2-1
Set up a Business Modeler IDE project for coding ──────────── 2-2
Teamcenter object model ─────────────────────── 2-4
Legend for object diagrams ──────────────────────── 2-4
Item and item revision model ─────────────────────── 2-4
Dataset model ───────────────────────────── 2-10
Form model ────────────────────────────── 2-13
System administration model ─────────────────────── 2-13
Access control model ────────────────────────── 2-14
Application encapsulation model ───────────────────── 2-15
Class hierarchy ───────────────────────────── 2-16
Mapping business objects and classes ─────────────────── 2-19
Object-oriented data ────────────────────────── 2-19
Data-model-based customizations ────────────────── 2-21
Introduction to data-model-based customizations ────────────── 2-21
Coding process ───────────────────────────── 2-22
Set up the coding environment ────────────────────── 2-23
Create a release ──────────────────────────── 2-23
Create a library ───────────────────────────── 2-25
Data types ─────────────────────────────── 2-27
Operations ─────────────────────────────── 2-32
Boilerplate code ──────────────────────────── 2-53
Implementation code ────────────────────────── 2-57
Server code ────────────────────────────── 2-61
Extensions ───────────────────────────── 2-65
Define an extension ─────────────────────────── 2-65
Write extension code ────────────────────────── 2-69
Extension example: Add a postaction on a folder business object ─────── 2-70
Workflow extension example ─────────────────────── 2-75

Server Customization, Teamcenter 14.2 3

© 2022 Siemens
Working with user exits ───────────────────────── 2-80
Basic concepts for data model customization ───────────── 2-81
Data model customization framework ─────────────────── 2-81
Data model customization framework paradigm ────────────── 2-81
Data model customization framework tier structure ───────────── 2-83
Server interaction with the framework ─────────────────── 2-83
Basic tasks for data model customization ─────────────── 2-84
Enable data-model-based customization ────────────────── 2-84
Subclass and extend operations ────────────────────── 2-85
Perform C++ coding ─────────────────────────── 2-86
Working with the create operation ────────────────── 2-88
The create operation ────────────────────────── 2-88
Implement the create operation on a new business object ────────── 2-90
Single API signature for the create operation ──────────────── 2-91
Calling generic creation C++ API at the server side ────────────── 2-92
Calling generic creation Teamcenter Services API from the client ─────── 2-93
Call Teamcenter C++ API ─────────────────────── 2-94

Teamcenter Services customization

Introduction to Teamcenter Services customization ─────────── 3-1
Enable Teamcenter Services customization ─────────────── 3-1
Basic tasks for Teamcenter Services customization ─────────── 3-2
Add Teamcenter Services ───────────────────────── 3-2
Connect a client to Teamcenter Services ────────────────── 3-4
Services ─────────────────────────────── 3-4
Process for creating services in the Business Modeler IDE ─────────── 3-4
Add a service library ─────────────────────────── 3-5
Add a service ────────────────────────────── 3-6
Service data types ──────────────────────────── 3-8
Add a service operation ───────────────────────── 3-17
Formatting text with the Description Editor dialog box ──────────── 3-24
Generate service artifacts ──────────────────────── 3-25
Write a service operation implementation ───────────────── 3-26
ServiceData implementation ─────────────────────── 3-28
Partial errors implementation ─────────────────────── 3-29
Build server and client libraries ────────────────────── 3-30
Teamcenter Services build output ───────────────────── 3-30

ITK customization
Introduction to the ITK ──────────────────────── 4-1
Basic concepts for ITK customization ────────────────── 4-1
Syntax conventions used in this guide ─────────────────── 4-1
Format ───────────────────────────────── 4-2
Variable naming conventions ─────────────────────── 4-3
Class hierarchy ───────────────────────────── 4-4
Include files ─────────────────────────────── 4-4
Special data types ──────────────────────────── 4-6

4 Server Customization, Teamcenter 14.2

Basic tasks for ITK customization ─────────────────── 4-7

Configure Visual Studio to build and debug ITK applications ────────── 4-7
Debugging ITK ────────────────────────────── 4-8
Error handling ───────────────────────────── 4-10
Memory management ────────────────────────── 4-11
Initializing modules ─────────────────────────── 4-12
Compiling ─────────────────────────────── 4-12
Linking user exits and server exits ───────────────────── 4-13
Run the executable ─────────────────────────── 4-18
Upgrading your ITK programs ─────────────────────── 4-18
Batch ITK ─────────────────────────────── 4-18
Custom exits ────────────────────────────── 4-20
Core ITK functions ───────────────────────── 4-29
File relocation ───────────────────────────── 4-29
Change the revisioning scheme ────────────────────── 4-31
General hints about property coding ──────────────────── 4-31
Persistent Object Manager layer ─────────────────── 4-36
Persistent Object Manager ──────────────────────── 4-36
POM enquiry module ────────────────────────── 4-54
Understanding the TextServer ──────────────────── 4-82
ITK customization for Teamcenter applications ──────────── 4-85
Cacheless Search ──────────────────────────── 4-85
Classification ────────────────────────────── 4-86
File Management System (FMS) ────────────────────── 4-89
Teamcenter Mechatronics Process Management ────────────── 4-95
Product structure management ───────────────────── 4-116
Sharing of data objects ───────────────────────── 4-160
Customizing system administration modules ─────────────── 4-181
Workflow ─────────────────────────────── 4-185

How to develop an application

Process for developing an application ───────────────── A-1
Develop an application: define business objects ──────────── A-2
Develop an application: define operations ─────────────── A-6
Develop an application: define services ──────────────── A-9
Develop an application: generate code ──────────────── A-14
Develop an application: implement code ─────────────── A-17
Develop an application: build libraries ──────────────── A-22
Develop an application: package and install ────────────── A-24

Server Customization, Teamcenter 14.2 5

© 2022 Siemens
6 Server Customization, Teamcenter 14.2
© 2022 Siemens
1. Getting started with server
customization
Before you begin

Prerequisites The following are required for both data-model-based framework

customization and Integration Toolkit (ITK) customization:

• A tool to write code

• For data model and services customization, install the BMIDE as described
in Configure Your Business Data Model in BMIDE.

• For ITK customization, use the C++ integrated development environment

(IDE) of your choice.

• A compiler for compiling code

Use a C++ compiler for all server-side customizations (ITK, services, and data-
model-based customization).

For supported compilers, including supported versions of Microsoft Visual

Studio, see the Hardware and Software Certifications knowledge base article
on Support Center.

• A test installation of a Teamcenter server and client to test custom code

For Teamcenter installation instructions, see the server installation manuals,

the Teamcenter Installation on Windows and the Teamcenter Installation on
Linux. For client installation instructions, see Rich Client Installation on
Windows and the Rich Client Installation on Linux.

Enable server To enable data-model-based customization or services customization, install

customization the Business Modeler IDE.

Configure server To configure data-model-based customization or services customization, set up

customization the coding environment in the Business Modeler IDE.

Methods for customizing the Teamcenter server

You can customize the Teamcenter server using the following methods:

• Business Modeler IDE

Server Customization, Teamcenter 14.2 1-1

An integrated development environment (IDE) tool that allows you to customize the server using
business object and property operations, extensions, and user exits.

• Teamcenter Services

A server-side customization method that uses standard service-oriented architecture (SOA) to provide
the framework.

• Integration Toolkit (ITK)

An older, server-side customization method.

Application interfaces
There are two application interfaces you can use to integrate external applications with Teamcenter:

• Teamcenter Services

Teamcenter Services allow different applications to communicate with one another using services.
Teamcenter Services use service-oriented architecture (SOA), which is appropriate for integrating
separate applications with a loose linkage and network-friendly APIs that do not need to be modified
with every Teamcenter version. This is the preferred method of integrating third-party and client
applications. Future releases will extend this interface and provide tools so you can easily extend it.

Note:
The Integration Toolkit Function Reference is available on Support Center.

• Integration Toolkit (ITK)

Use the ITK interface when programming within the Teamcenter server (for example, extension
points, workflow handlers, or low-level batch programs) and when constructing new interfaces for
Teamcenter Services. It is a low-level interface that normally requires many more calls than the higher
level interface (Teamcenter Services) to execute a given action, but it is powerful when you need to
access the system in this way. For integrating external applications, Siemens Digital Industries
Software recommends that you use Teamcenter Services. If you need functionality not exposed using
Teamcenter Services, write new, high-level service methods using ITK and expose them as
Teamcenter Services interfaces using the Teamcenter Services toolkit.

Note:
The Integration Toolkit Function Reference is available on Support Center.

1-2 Server Customization, Teamcenter 14.2

Siemens Digital Industries Software customization support

Siemens Digital Industries Software is committed to maintaining compatibility between Teamcenter
product releases. If you customize functions and methods using published APIs and documented
extension points, be assured that the next successive release will honor these interfaces. On occasion, it
may become necessary to make behaviors more usable or to provide better integrity. Our policy is to
notify customers at the time of the release prior to the one that contains a published interface behavior
change.

Siemens Digital Industries Software does not support code extensions that use unpublished and
undocumented APIs or extension points. All APIs and other extension points are unpublished unless
documented in the official set of technical manuals and help files issued by Siemens Digital Industries
Software.

The Teamcenter license agreements prohibit reverse engineering, including: decompiling Teamcenter
object code or bytecode to derive any form of the original source code; the inspection of header files;
and the examination of configuration files, database tables, or other artifacts of implementation.
Siemens Digital Industries Software does not support code extensions made using source code created
from such reverse engineering.

Syntax conventions used in this guide

This guide uses a set of conventions to define the syntax of Teamcenter commands, functions, and
properties. Following is a sample syntax format:

harvester_jt.pl [bookmark-file-name bookmark-file-name ...]

[directory-name directory-name ...]

The conventions are:

Bold Bold text represents words and symbols you must type exactly as shown.
In the preceding example, you type harvester_jt.pl exactly as shown.

Italic Italic text represents values that you supply.

In the preceding example, you supply values for bookmark-file-name and directory-
name.

text-text A hyphen separates two words that describe a single value.

In the preceding example, bookmark-file-name is a single value.

[] Brackets represent optional elements.

... An ellipsis indicates that you can repeat the preceding element.

Following are examples of correct syntax for the harvester_jt.pl command:

Server Customization, Teamcenter 14.2 1-3

harvester_jt.pl
harvester_jt.pl assembly123.bkm
harvester_jt.pl assembly123.bkm assembly124.bkm assembly125.bkm
harvester_jt.pl AssemblyBookmarks

Basic server concepts

Teamcenter data model

Teamcenter data model structure

To successfully perform customizations, you must understand the Teamcenter data model, which
includes the collection of data modeling objects that represent real-world objects and their
relationships.

The Teamcenter persistent object manager (POM) defines the data model architecture, or schema, using
classes and business objects.

Element Description Appearance in BMIDE Advanced perspective

Classes The persistent representations

of the schema. Each class is
mapped to a primary business
object whose name is the same
as the class name.
In the Business Modeler IDE,
classes can be seen in the
Advanced perspective Classes
view.
Classes view (POM schema)

Business The logical representations of

objects the classes. Also known as
types.
In the Business Modeler IDE,
business objects can be seen in

• the Advanced perspective

Business Objects view,

• and in the Standard Business object view (logical representation of the

perspective BMIDE view. schema)

Business objects represent the different kinds of objects you want to manage, such as items, datasets,
forms, folders, and so on. The following figure shows these objects in an abbreviated view of the
schema.

1-4 Server Customization, Teamcenter 14.2

Abbreviated view of the schema showing object types

To see the information on a class or business object, in the Business Modeler IDE right-click the object
and choose Open in UML Editor.

To see the inheritance relationships the object has to other objects, in the UML Editor right-click the
object and choose Show→Inheritance to Root.

Example:
The following image is taken from the UML Editor and shows the inheritance of the
WorkspaceObject class.

Server Customization, Teamcenter 14.2 1-5

Inheritance of the WorkspaceObject class

Tip:
For more information about how to work with the UML Editor, see Configure Your Business Data
Model in BMIDE.

Basic data model terms

Term Definition

Class A class is the definition of an object implemented in the Teamcenter

data model. A class has a set of attributes, some of which are
inherited from parent classes and some of which are defined directly
for the class.

Business object A business object is the specialization of a Teamcenter class based on

properties and behavior.

Primary business object A primary business object corresponds to each POM class (that is, the
primary business object name is the same as the POM class name).
Teamcenter automatically creates the primary business object when
a new POM class is instantiated.

1-6 Server Customization, Teamcenter 14.2

Term Definition

Secondary business object Secondary business objects are all business objects that belong to the
same POM class. Secondary business objects inherit all the properties
and behavior of the primary business object.

Attribute An attribute is a persistent piece of information that characterizes all

objects in the same class.

Property A property is a piece of information that characterizes all instances of

the same business object. At a minimum, all sub-business objects
have properties that correspond to the attributes for the associated
class. Properties can also represent other types of information such as
relationships and run-time data.

Introduction to primary business objects

A primary business object corresponds to each POM class, and the primary business object name is the
same as the POM class name. The primary business object uses its corresponding POM class to store its
data. (Teamcenter automatically creates the primary business object when a new POM class is
instantiated.)

However, a secondary business object uses its parent POM class as its storage class (see the following
figure). Prior to Teamcenter 8, each POM class mapped to multiple business objects, and all business
objects were secondary. In this scenario:

• Custom properties were added to a master form.

• ITK extensions in prevalidation, postvalidation, and validation actions and user exits were the only
way to extend functionality.

• C++ classes were available only to Siemens Digital Industries Software developers and were not
exposed. C++ classes mapped to one POM schema class and implemented the behavior for the
primary business objects. Business logic for custom business objects (for example, MyItem) was
added into the parent C++ class, or was written into separate ITK functions outside the C++ class
hierarchy.

Server Customization, Teamcenter 14.2 1-7

Secondary business objects (pre-Teamcenter 8)

After Teamcenter 8, the business object hierarchy is primarily one-to-one with the POM schema class
hierarchy. In this scenario:

• Properties can be added directly to the custom business objects.

• There are still ITK extensions used for prevalidation, postvalidation, and validation actions.

• C++ operations are available to everyone. The C++ class hierarchy is one-to-one with the business
object hierarchy.

• You can create new operations and services. You can put the business logic for custom business
objects in the C++ class (for example, MyItem) and use the inheritance model to add onto the parent
behavior or override custom behavior.

You can continue to use the master form to support legacy customizations or improve loading
performance when using large amount of properties.

Primary business objects (post-Teamcenter 8)

1-8 Server Customization, Teamcenter 14.2

Note:
Secondary business objects can be converted to primary business objects using the Business
Modeler IDE by right-clicking the secondary business object in the Business Objects view of the
Advanced perspective and choosing Convert to primary.

Introduction to properties

A property is a piece of information that characterizes all instances of the same business object. To see
all the properties on a business object, in the Business Modeler IDE open the business object from either

• the BMIDE view in the Standard perspective

• or the Business Objects view in the Advanced perspective

and click the Properties tab.

Properties tab

Properties contain information such as name, number, description, and so on. A business object derives
its persistent properties from the attributes on its persistent storage class. Business objects can also have
additional properties such as run-time properties, compound properties, and relation properties.

You can add the following kinds of properties:

• Persistent

Persistent properties are properties of business objects that remain constant on the object.

• Run-time

Server Customization, Teamcenter 14.2 1-9

Run-time properties are derived each time the property is displayed. Their data is derived from one or
more pieces of system information (for example, date or time) that are not stored in the Teamcenter
database.

• Compound

Compound properties are properties on business objects that can be displayed as properties of an
object (the display object) although they are defined and reside on a different object (the source
object).

• Relation

Relation properties are properties that define the relationship between objects. For example, a
dataset can be attached to an item revision with a specification, requirement, or reference relation,
among many others.

After you add a property, you can change characteristics of the property by using property constants. For
example, by default, when you add a persistent property is it read only. To make it writeable, you must
change the Modifiable constant on the property from Read to Write.

Libraries

A library is a collection of files that includes programs, helper code, and data. Keep the following in
mind when working with libraries:

• Create a library in the Advanced perspective of the Business Modeler IDE by opening the Code
Generation→Libraries folders in the Extensions view, right-clicking the Libraries folder, and
choosing New Library.

• After you write your C++ code, choose Project→Build Project in the Business Modeler IDE to build
the libraries containing server code.

• If you have codeful customizations, you cannot deploy from the Business Modeler IDE for testing
because codeful customizations have libraries. Instead, you must package your template so that
libraries are placed into a template-name_rtserver.zip file, and then install the packaged template
using Teamcenter Environment Manager (TEM).

• Ensure that libraries are placed in the correct directories:

• Ensure that by default the TC_LIBRARY environment variable is set to TC_ROOT\lib on all platforms.

• Place libraries for user exits, server exits, and custom exits (supplier custom hooks) in the directory
specified by the TC_USER_LIB environment variable (preferred), the TC_BIN environment variable
(for Windows), or the TC_LIBRARY environment variable (for Linux).

• Place libraries for legacy operations in any directory as long as it is listed in the
BMF_CUSTOM_IMPLEMENTOR_PATH preference.

1-10 Server Customization, Teamcenter 14.2

• Place libraries for the C++ operations in the directory specified by the TC_USER_LIB environment
variable (preferred) or the TC_LIBRARY environment variable (Windows and Linux).

Note:

For ITK, the mem.h header file moved from the libitk library to the libbase_utils library. The
mem.h header file contains low-level methods related to memory allocation and release. These
methods were exported from the libitk library and had circular dependencies with some
application libraries that affected delay loading of libraries. To address this issue, a new low-level
libbase_utils library is introduced. The functions in the mem.h file are now exported from this
new library.
The old header mem.h file still exists and includes the new base_utils/Mem.h header. Existing
customization code should compile without any changes. However, as the functions are now
exported from the libbase_utils library, the existing link dependency on the libitk library does not
work.
For any custom code using functions from the mem.h file, link dependency on the libbase_utils
library must be added. For code where usage of the libitk library is limited to only functions from
the mem.h file, the existing dependency on the libitk library can be removed in its entirety.

Install sample files

Sample files are provided to help you learn how to leverage Teamcenter technologies and extension
points. Siemens Digital Industries Software provides guidance in the samples that is both useful and
aligned to best practices, but samples are provided on an unsupported basis.

Caution:
Use samples at your own risk. Samples are subject to removal or change between releases.

1. Start Teamcenter Environment Manager (TEM).

2. In the Maintenance panel, select Configuration Manager and click Next.

3. In the Configuration Maintenance panel, select Perform maintenance on an existing

configuration and click Next.

4. In the Configuration panel, select the configuration from which the corporate server was installed.
Click Next.

5. In the Feature Maintenance panel, under the Teamcenter section, select Add/Remove Features.
Click Next.

6. In the Features panel, under Server Enhancements, select Sample Files.

7. Click Next.

Server Customization, Teamcenter 14.2 1-11

8. In the Confirm Selections panel, click Next.

The sample files are placed at the following location:

server-install-location\sample

Writing warnings or errors to logs

Use the TC_write_syslog API to write warnings to the syslog, and use the TC_report_serious_error API
to write errors to the syslog. To use these functions, include the tc.h file.

• TC_write_syslog API

Use this function to write warnings or information level statements to the Teamcenter syslog file, for
example:

extern TC_API void TC_write_syslog (

const char* control_string, /**< (I) */
... /**< (I) */
);

Depending on the control_string string, the function may expect a sequence of additional
arguments, each containing one value to be inserted for each %-tag specified in the control_string
parameter, if any. There should be the same number of these arguments as the number of %-tag that
expect a value.

Parameters Description

control_string Message to be written to syslog file. It can contain

embedded format tags that are substituted by the values
specified in subsequent arguments and formatted as
requested. The number of arguments following the
control_string' parameters should be at least as much as
the number of format tags.

• TC_report_serious_error API

Use this function to write error messages to Teamcenter syslog file, for example:

extern TC_API void TC_report_serious_error (

const char* file_name, /**< (I) */
int line_number, /**< (I) */
const char* control_string, /**< (I) */
... /**< (I) */
);

1-12 Server Customization, Teamcenter 14.2

Parameters Description

file_name The name of the file in which the error occurred.

line_number The line number at which the error occurred

control_string Message to be written to the syslog file. It can contain

embedded format tags that are substituted by the values
specified in subsequent arguments and formatted as
requested. The number of arguments following the
control_string parameters should be at least as much as
the number of format tags.

Server Customization, Teamcenter 14.2 1-13

1-14 Server Customization, Teamcenter 14.2

© 2022 Siemens
2. Data-model-based customization
Introduction to data-model-based customization
Data-model-based customization means making changes directly to data model objects, such as
business objects. The Teamcenter data model framework supports a single, coherent mechanism for
developing new functionality in C++ by defining business logic on business objects in the Impl class.
This exposes the business logic API in an object-oriented way. Coding customization typically involves
adding a new operation to a business object or overriding an implementation of an existing operation
on a business object. Use the Business Modeler IDE to perform this work.

Operations are Teamcenter functions, such as create, checkin, checkout, and so on. Operations can be
placed on custom business objects and properties. Operations on a business object provide the
interfaces for business logic. The implementation of the business logic is done by functions or methods
on the implementation class corresponding to the business object.

Customization methods in the Business Modeler IDE

If your organization wants to extend the functionality of Teamcenter by writing C++ code, you can use
the Business Modeler IDE to write the code.

There are several ways to do customization:

• Data-model-based customization

Allows addition of custom C++ operations to business objects and the overriding of existing
operations on business objects. Customization typically involves this adding of new operations or the
overriding of existing operations.

• Teamcenter Services customization

Allows custom service-oriented architecture (SOA) service operations to be written to interact with
the Teamcenter rich client.

Teamcenter Services insulate the client tier from changes to server behavior and the low level data
model objects. These are less granular services that improve the performance of client
communication in a WAN environment.

• Extensions customization

Allows you to write a custom function or method for Teamcenter in C or C++ and attach the rules to
predefined hook points in Teamcenter (preconditions, preactions, and postactions). Also, existing
operations can be extended to these hook points.

Server Customization, Teamcenter 14.2 2-1

Set up a Business Modeler IDE project for coding

You set up coding information for a project at three different points as needed:

• During the Business Modeler IDE installation or configuration

• When a new project is created

• For an existing project, when coding information is added or modified

Specify coding information when you install or configure the Business Modeler IDE

• When you install or configure the Business Modeler IDE, set up the JDK location and a compiler
application.

Example:
The bmide.bat file starts the Business Modeler IDE. Set the location of the JDK in the install-
location\bmide\client\bmide.bat file:

set JRE_HOME= ... \Java\jrex

set JAVA_HOME= ... \Java\jdkx.x.x
set JDK_HOME= ... \Java\jdkx.x.x

On Windows when Microsoft Visual Studio is used for compiling, a call to the vcvarsall.bat file
(along with any necessary arguments) in the bmide.bat file is required. The call should be
before the PATH statement, such as:

call "C:\ ... \vcvarsall.bat" amd64

set PATH= ...

Specify coding information when you create a new project

1. In the Business Modeler IDE, choose File→New→Project.

2. In the New Project dialog box, choose Business Modeler IDE→New Business Modeler IDE
Template Project.

3. Enter information in the pages of the New Business Modeler IDE Template Project dialog box.

On the Code Generation Information page, you can set up an optional location for generated
source files.

2-2 Server Customization, Teamcenter 14.2

You can also set your deprecation policy.

On the Build Configuration Information page, provide the:

a. Teamcenter root location

b. Compiler home location

Add or modify coding information for an existing project

• To set up code generation for an existing project, modify the project's properties. Right-click the
project, choose Properties, and select Teamcenter→Code Generation.

Server Customization, Teamcenter 14.2 2-3

Teamcenter object model

Legend for object diagrams

The Teamcenter object model contains the classes used to manage data. The model is described using a
set of two basic relationship diagrams. One set of relationships show the class hierarchy (taxonomy) and
the other shows the associations that exist between interacting objects in the system.

Following is the legend for the class object diagrams.

Class object diagram legend

Item and item revision model

Sample item and item revision model

The following figure shows an illustration of an item/item revision model.

2-4 Server Customization, Teamcenter 14.2

Item/item revision model

Item

In Teamcenter, items are the fundamental objects used to manage information. Items provide an
identification for physical or conceptual entities about which an organization maintains information and
audit/change control. Typical uses of items are parts, documents, and equipment. In an engineering/
product development environment, parts are identified as items. An item has the following basic
information:

• ID

Server Customization, Teamcenter 14.2 2-5

A unique identifier for an item.

• Name

A user-defined name to describe the item.

• Item type

A classification of items that allow different kinds of items to be treated separately. For example, an
item can be used to manage parts and documents. If you implement two item types, you can enforce
rules based on the type of items that are being manipulated.

Note:
The system, as delivered, provides a generic business object called Item along with several child
business objects which all act as different item types. If you need additional kinds of items, the
system administrator can create children of the Item business object at your site.

• Description

A text field of up to 240 characters used to describe the item.

Item revision

Item revisions are used to reflect modifications to an item. The original item revision is retained for
historical purposes.

Note:
Each customer site defines its own procedures to determine how and when a new item revision
should be created.

An item revision has the following basic information:

• ID

A unique identifier for an item.

• Revision

A unique identifier for an item revision.

• Name

A user-defined name to describe the item revision.

2-6 Server Customization, Teamcenter 14.2

Relations

Organizations produce several documents that describe, are used by, or in some way relate to an item.
For the data to be understood, it has to be associated in a meaningful way to the item or item revision.
Teamcenter associates data to items and item revisions using relations.

Relations describe how the data is associated to an item and item revision. A dataset containing the CAD
model, which defines an item revision, is a specification of the item revision. Similarly, a standards
document describing the fit, form, and function of a particular drawing is a requirement for the item.

An item or item revision can be related to several other objects, including datasets, forms, folders, and
other items and item revisions. Each object associated to the item represents various aspects of that
item. A dataset containing stress test information could be added by the engineer, while a form
containing size and weight information could be added by the specification engineer.

Teamcenter provides a basic set of relations. The relations between the object and the item and item
revision determines the rules enforced.

Note:
Additional relations and their associated rules are defined by your system administrator.

• IMAN_master_form

The master form relation associates a form to an item or item revision. This form is a collection of
attributes that describe the item or item revision. Rules for this relation are as follows:

• An item or item revision must have write access to add or remove a master form relation to a form.

• Only a form can have a master form relation to an item or item revision.

• An item can have only one master form. An item revision can have only one master form.

• A form can have a master form relation to only one item or item revision.

• IMAN_requirement

The requirement relation associates data to an item or item revision, such as standards, which must
be adhered to in a drawing, or technical requirements for a part. Rules for this relation are as follows:

• An item or item revision must have write access to add or remove a requirement relation to an
object.

• A form can have a requirement relation to an item or item revision.

• Only version 0 (zero) of a dataset can have a requirement relation to an item or item revision.

Server Customization, Teamcenter 14.2 2-7

• A folder, envelope, BOM view, or BOM view revision cannot have a requirement relation to an item
or item revision.

• An item cannot have a requirement relation to another item or item revision.

• An item revision can have a requirement relation to another item or item revision.

• An item revision cannot have a requirement relation to another item revision if they are both
revisions of the same item.

• IMAN_manifestation

The manifestation relation associates other related data to an item or item revision. This data may,
however, be necessary for information, such as analysis of the competing ideas from which a part was
originally conceived. The manifestation relation also associates data to the item revision that contains
data derived from the specification data (such as tool paths). Rules for this relation are as follows:

• An item or item revision does not need to have write access to add or remove a manifestation
relation to an object. A manifestation relation can be added or removed from a released item or
item revision.

• A form can have a manifestation relation to an item or item revision.

• Only version 0 (zero) of a dataset can have a manifestation relation to an item or item revision.

• A folder, envelope, BOM view, or BOM view revision cannot have a manifestation relation to an
item or item revision.

• An item cannot have a manifestation relation to another item or item revision.

• An item revision can have a manifestation relation to another item or item revision.

• An item revision cannot have a manifestation relation to another item revision if they are both
revisions of the same item.

• IMAN_specification

The specification relation associates data which defines the item revision. Examples are CAD models
for parts or word processor files for documents. Rules for this relation are as follows:

• An item revision must have write access to add or remove a specification relation to an object.

• A form can have a specification relation to an item or item revision.

• Only version 0 (zero) of a dataset can have a specification relation to an item or item revision.

2-8 Server Customization, Teamcenter 14.2

• A folder, envelope, BOM view, or BOM view revision cannot have a specification relation to an item
or item revision.

• An item cannot have a specification relation to another item or item revision.

• An item revision can have a specification relation to another item or item revision.

• An item revision cannot have a specification relation to another item revision if they are both
revisions of the same item.

• IMAN_reference

The reference relation associates any data to an item or item revision. Rules for this relation are as
follows:

• An item or item revision does not need to have write access to add or remove a reference relation
to an object. A reference relation can be added or removed from a released item or item revision.

• Any object can have a reference relation to an item or item revision.

• Only version 0 (zero) of a dataset can have a reference relation to an item or item revision.

• A reference object cannot reference itself.

• IMAN_revision

The revision relation associates item revisions to the appropriate item. Rules for this relation are as
follows:

• An item must have write access to add or remove an item revision from the item.

• Only an item revision can have a revision relation to an item.

• The revision relation in an item is established by creating a new revision of an item using the
provided functionality. An item revision cannot be cut or pasted into an item.

• BOMView

The BOMView relation associates a product structure to an item. Rules for this relation are as follows:

• An item can have many BOMView relations.

• BOMView relations can represent different versions of a product structure. For example, one can
be the design structure and another can be the manufacturing structure.

• BOMView Revision

Server Customization, Teamcenter 14.2 2-9

The BOMView Revision relation associates a product structure revision to an item revision. Rules for
this relation are as follows:

• An item revision can have many BOMView Revision relations.

• BOMView Revision relations can represent different versions of a product structure. For example,
one can be the design structure and another can be the manufacturing structure.

Modifying an item/item revision

Teamcenter is designed to organize the data created by other applications in a logical manner. When an
item is first created, an item ID is reserved. It is only by adding data to an item, however, that the item
becomes meaningful.

Datasets are used to store information created by other applications. These datasets can be associated to
an item and item revision.

In Teamcenter, both item revision and dataset versions are intended to represent modifications to
information. Item revisions represent the item at significant milestones. Dataset versions represent day
to day changes. An item has revisions; a dataset has versions.

There are two ways to modify an item and item revision. One method is to simply add or remove
relations from the item and item revision by using cut and paste. Another method is to modify the
contents of an object that is currently related to the item and item revision.

Item business object

Business objects are used to specialize the behavior of Teamcenter objects. Datasets implement the
most extensive use of business objects. The Dataset business object is used to categorize datasets.

Examples of dataset business objects are a document, an NX part, and a spreadsheet. When a document
Dataset business object is opened, the word processor application associated to this Dataset business
object is opened. When an NX part Dataset business object is opened, the NX application associated to
this Dataset business object is opened. For each Dataset business object, the available operations (for
example print and open) are defined, as well as the specific behavior of each operation.

Item business objects extend the ability to specialize the behavior of items. You may need to distinguish
between a part used in production and equipment used to produce that part. Both may need to be an
item, yet the information and business rules surrounding these items are different.

Dataset model

A dataset contains a series of dataset objects, which reference the ImanFile objects that hold the data,
and a RevisionAnchor object, which holds the list of dataset versions and the dataset ID, if one exists. A
dataset may also reference Form objects. The following figure from the UML (Unified Modeling
Language) editor in the Business Modeler IDE shows the RevisionAnchor object that creates a new
logical dataset.

2-10 Server Customization, Teamcenter 14.2

Dataset model

Dataset IDs are optional, but they must be unique. The unique ID enforcement in datasets is performed
at the application level. Each time the New→Dataset menu command is used to create a dataset, the
Save As and Import commands are used, or the dataset is edited using the Properties command, the
validation function is called to ensure the dataset ID (id) and revision (rev) combination is unique within
that specified dataset business object.

Also, for each dataset business object, if the dataset ID is created using the Assign button, a separate
counter generates the next unique ID that is available for a standalone dataset. This counter ensures id
and rev are unique within the same dataset business object.

When you create a dataset, two revisions are created: revision 0 and revision 1. Revision 0 always points
to the latest revision, so it initially points to revision 1. If you create revision 2, then revision 0 points to
that, and so on. In your programming, if you want to point to the latest revision, point to revision 0.

ITK functions use this convention with revisions as follows:

• AE_ask_dataset

Server Customization, Teamcenter 14.2 2-11

Given any dataset, returns revision 0.

• AE_ask_dataset_first_rev

Given any dataset, returns the oldest revision.

• AE_ask_dataset_latest_rev

Given any dataset, returns the most recent revision (not the revision 0 copy).

• AE_ask_dataset_next_rev

Given any dataset, returns the next revision in the sequence.

• AE_ask_dataset_prev_rev

Given any dataset, returns the previous revision in the sequence.

• AE_find_dataset ("name", &dataset)

Finds revision 0 of the dataset.

• AOM_refresh (dataset, true)

Loads the given dataset version for modification.

• AOM_save (dataset)

Creates a new, later version of the dataset and saves a copy to revision 0.

• AOM_delete

For the given dataset, deletes all revisions and the associated revision anchor.

All revisions of a dataset have the same owning user and group and the same protection; updating any
of those on any one revisions updates all other revisions.

Note:
The Integration Toolkit Function Reference is available on Support Center.

2-12 Server Customization, Teamcenter 14.2

Form model

Forms provide the ability to store customer defined attributes. Teamcenter provides standard forms.
Most of the forms used at a customer site, however, are modified to capture the information unique to
its business.

Forms are stored as POM objects. Attributes in the forms can be set and retrieved using Form ITK
functions and the POM query ITK functions. When a form is stored, the database schema must be
updated to recognize the new POM object. The following figure shows a diagram of the form model
using the UML (Unified Modeling Language) editor in the Business Modeler IDE.

Form model

System administration model

The POM_application_object class and all its subclasses have owners and protection that can be altered
by the system administrator. The following figure shows a diagram of the system administration model.

Server Customization, Teamcenter 14.2 2-13

System administration model

Access control model

Access control list (ACL) entries consist of a reference to a group and/or a user and the access rights
grant to such a subject. A subject is an object that can be granted access rights in Teamcenter. The
following figure shows a diagram of the access control model.

2-14 Server Customization, Teamcenter 14.2

Access control model

Application encapsulation model

The application encapsulation data model is designed to enable Teamcenter to maintain relations
between data and the applications that can present it to the end user.

The model provides a means of declaring an application to Teamcenter by creating instances of the Tool
class. It also provides a means of determining which tool to use for the creation and manipulation of
various pieces of data. This is done by providing a DatasetType object class for you to use when
specifying the tools that can create and manipulate data.

A tool can be a shell. A shell is an executable image written to execute other legacy images. The shell
uses the ITK to extract data from Teamcenter and update Teamcenter with data created by the
execution of legacy systems. A shell can be developed that manages all applications at a site; it can be
started from the command line. This shell can present a form to the user to fill out before executing the
legacy system so the shell can make any records that the site may need.

A shell can also be developed to copy data from Teamcenter into a temporary or working directory from
which a legacy (non-integrated) application is run. This allows some support for applications that always
require interactive input. If the shell moves required files into the working directory, and the application
reads files from the current directory if only file names are specified, it would be very difficult to put
procedures in place that require the user to use only file names when using such applications. If this is
done, a shell can prepare data for an application, record the state of the directory and use that
information to determine what happened after the application is terminated. In this type of example,
the input/output parameters of the application declaration in Teamcenter can allow this shell to ignore
some scratch files that may be left in the directory by the executing application.

If you start from scratch, you can develop an integrated application that does not require a shell.

Server Customization, Teamcenter 14.2 2-15

The Dataset class is the workspace object that an end user sees in their workspace. The shell or
integrated application associates one or more other pieces of data to the dataset. More often than not,
this means associating files for existing applications.

Some applications require several files in order to run. When this is the case, a named reference can be
created for each file. The name of the reference is often the extension of the file but does not have to
be. A CAD system may have a file in which it stores geometric data with a .gmd extension, finite
element modeling data in a file with a .fem extension, and drawing data in a file with a .drw extension.

For such a CAD system, you could find references named geometry, fem, and drawing, or gmd/fem/
drw as the shell chooses. If you use the extensions, users do not have to change the reference names
during import, since by default the import assumes the reference names correspond to the file
extensions.

The model shows that the named reference can refer to an ImanFile object or other descendant class of
the POM object. This means a shell can be implemented that does not use the ImanFile object to store
file data, but instead uses its own file object to store such information. However, you should do this
rarely since there is a loss of integrity that is provided by the ImanFile object. However, the flexibility it
provides may be necessary in some cases.

The RevisionAnchor object is provided to support versioning of datasets. Whenever a dataset is created,
a RevisionAnchor object is also created. This object maintains a list of working revisions of the dataset.
However, it is up to the shell/integrated tool to use this facility. To use it, you must make revision copies
and then make changes to these copies.

Class hierarchy

The information in this section describes the hierarchy of classes (taxonomy). Understanding this
hierarchy, or returning to it, helps with understanding the rest of the Teamcenter model description,
which shows relationships and gives a more detailed description of individual classes.

Class objects have a meaningful hierarchy that relates to the Teamcenter layered software architecture
previously discussed. It is presented in an indented outline form.

The following legend defines the mnemonic descriptions shown in parentheses in the figure.

Mnemonic Class

AE Application Encapsulation

AOM Application Object Module

BOM Bill Of Materials

CR Cascade Release

EPM Enterprise Process Modeling

FL Folder Manager

2-16 Server Customization, Teamcenter 14.2

Mnemonic Class

FORM Forms

IMF ImanFile

ITEM Item

MAIL Teamcenter Mail

POM Persistent Object Manager

PS Product Structure

SA System Administration

UOM Unit of Measure

VM Teamcenter Volumes

WSOM Workspace Object

The following figure shows the more common classes in the hierarchy.

Server Customization, Teamcenter 14.2 2-17

Class hierarchy

2-18 Server Customization, Teamcenter 14.2

Mapping business objects and classes

Starting in Teamcenter 8, secondary business objects are mapped to their own subclasses and attributes
are stored directly in the subclass for the entire hierarchy. In previous versions, secondary business
objects were mapped to the parent classes of their primary business objects and secondary business
object attributes were stored on the master form. If you upgrade from a previous version of Teamcenter
or Teamcenter engineering process management to Teamcenter 8 or a later version, the metamodel
migration upgrade converts the secondary business objects to their own subclasses.

Warning:
You may lose data if you use Multi-Site Collaboration with a system that has both pre-Teamcenter
8 and Teamcenter 8 or later sites.

• If you transfer data from a Teamcenter 8 or later site to a pre-Teamcenter 8 site, any attributes
you added to the subclasses in Teamcenter 8 or later versions are dropped at the pre-
Teamcenter 8 site.

• Similarly, if you transfer data from a pre-Teamcenter 8 site to a Teamcenter 8 or later site, any
attributes you added to the master form for the secondary business objects in the pre-
Teamcenter 8 version are dropped at the Teamcenter 8 or later site.

To avoid data loss when transferring data from a Teamcenter 8 or later site to a pre-Teamcenter 8
site, create new attributes on the master form in Teamcenter 8 or later versions.

Object-oriented data

What is an object?

An object is a data structure. It is basically the same as an entity or an instance of a class. A class defines
a type of object, its attributes, and methods that operate on it.

For example, folder is a class in Teamcenter. It is defined to have a name, a description, and a list of
entries. These are the attributes of the folder class. When a folder is instantiated, an actual folder object
is created. It has attributes as described here. There are also methods or functions defined for the folder
class, such as Insert and Remove.

Attributes in Teamcenter can be integer, float, boolean, string, date, tag, or arrays of any of these types.
A tag is a unique identifier of a reference (typed, untyped, or external) or a relation (typed or untyped).

The attributes in Teamcenter can have some of following characteristics:

• Unique

There can be no duplicate values of the attribute in all of the instances of the class.

Server Customization, Teamcenter 14.2 2-19

• Protected

The attribute can only be modified by the application that created the object.

• NULL allowed

If this characteristic is not true, then the object cannot be saved until the attribute is set.

• Upper bound

The highest value that the attribute can have.

• Lower bound

The lowest value that the attribute can have.

• Default value

The attribute may have an initial value.

Inheritance

A subclass inherits both attributes and methods from superclasses.

Multiple inheritance means that a class has two superclasses. That is, it inherits the attributes and
methods from two different classes. There are no instances of multiple inheritance in Teamcenter.

A superclass may be a generalization of many similar classes. For example, the WorkspaceObject
superclass is a generalization for all of the classes whose instances may be seen in the workspace (for
example, in a folder). All of the attributes and methods that are common to the Dataset, Folder, and
other classes are defined once in the WorkspaceObject superclass, rather than being defined many
times. Usually, generalizations are abstract or noninstantiable. This means that the class exists for
conceptual or convenience reasons, but you cannot actually create an instance of one.

A subclass may be a specialization of another class. For example, the Envelope subclass is a
specialization of the Folder class. In this case, a new class is being defined that is like another one
except for some additional attributes and/or some specialized behavior such as a specialized method.

Object-oriented language

An object-oriented language is a programming language that has built in key words or constructs that
either force or facilitate object oriented programming. For example, C++ is one, because it supports
classes, objects, inheritance, and polymorphism. The C language is not.

2-20 Server Customization, Teamcenter 14.2

However, you can do object-oriented programming with a nonobject-oriented language; it is just harder.
You can certainly have an object model with inheritance of attributes and methods without using an
object oriented language. This is what is presented through ITK.

Internally, much of Teamcenter is written in C++. This provides an easy way of handling polymorphism.
You can take advantage of this in the ITK as well. If you want to execute a method on an object, you do
not need to call a function specific to that action-class pair. You may call any function with that action up
the tree of superclasses for the selected object. For example, if you want to ask the name of an
envelope, you do not need to call the EMAIL_ask_envelope_name function (in fact, that function does
not exist). You can call the WSOM_ask_name function two levels up in the hierarchy instead. That
function realizes that it was actually passed an envelope and invokes the envelope's method to get the
name.

Some of the important concepts of object-oriented programming are:

• Encapsulation

Combining data types with valid operations to form a class. A class is a blueprint, or prototype, that
defines the variables and the methods common to all objects of a certain type.

• Inheritance

The ability to inherit class definitions and make modifications that specialize the class, thus creating a
new class.

• Polymorphism

Giving an action one name that is shared up and down an object hierarchy, with each object in the
hierarchy implementing the action in a way appropriate to itself.

Data-model-based customizations

Introduction to data-model-based customizations

The Teamcenter data model framework supports a single, coherent mechanism for developing new
functionality by defining business logic on business objects in the Impl class. This exposes the business
logic API in an object-oriented way (through interfaces).

Customization typically involves adding a new operation to a business object or overriding an

implementation of an existing operation on a business object.

Operations are Teamcenter functions, such as create, checkin, checkout, and so on. Operations can be
placed on business objects and properties. To see these operations, right-click a business object, choose
Open, and in the resulting editor, click the Operations tab.

Server Customization, Teamcenter 14.2 2-21

Operations on a business object provide the interfaces for business logic. The implementation of the
business logic is done by functions or methods on the implementation class corresponding to the
business object. There are certain restrictions on operations. You cannot modify a COTS operation (that
is, noncustom operation). You cannot modify or delete a released operation; you can only deprecate it.

Coding process

Following is the general process for writing data-model-based customization code in the Business
Modeler IDE. The Code Generation folder under the Extensions folder is where you do most of this
work.

1. Set up the coding environment.

Set up code generation, and create the release, library, and data types you want to use.

2. Create an operation or override an operation.

3. Generate boilerplate code.

Generate boilerplate C++ code files in which you can write your code implementation for the
operation.

4. Write the implementation code.

Write your implementation of the operation in the generated template files.

5. Build server code.

Build the libraries containing server code.

6. Package and install.

Package your changes into a template and install the template to a server. (You cannot use live
update to distribute customizations to a server.)

Note:
The Business Modeler IDE packages the built C++ library as part of its template packaging.
The complete solution that includes the data model and the C++ run-time libraries are
packaged together.
The Teamcenter C++ API Reference available on Support Center documents APIs in C++
signatures.

2-22 Server Customization, Teamcenter 14.2

Set up the coding environment

Before you use the Business Modeler IDE to write C++ code, you must set up your coding environment.

1. Set up code generation.

Define where the generated code files are placed.

2. Create a release.

Define the software release that the generated code is used in.

3. Create a library.

Make a set of library files that will hold the generated code.

4. If needed, create external data types.

Create external data types to represent new kinds of data.

Create a release

Releases are distributions of software products. By default, Teamcenter releases are listed under the
Extensions\Code Generation\Releases folder so that you can create code against these releases. You
can specify the release against which code is created by right-clicking a release and choosing
Organize→Set as active release. The code you create after setting the release is then assigned to that
release. When you create some code objects, such as operations or services, you must specify a release.

1. Choose one of these methods:

• On the menu bar, choose BMIDE→New Model Element, type Release in the Wizards box, and
click Next.

• In the Extensions folder, open the Code Generation folder, right-click the Releases folder, and
choose New Release.

The New Release wizard runs.

Server Customization, Teamcenter 14.2 2-23

2. Perform the following steps in the Release dialog box:

a. The Project box displays the project to which this new release is added.

b. In the Name box, type the name you want to assign to the new release in the database.

When you name a new data model object, a prefix from the template is automatically affixed
to the name to designate the object as belonging to your organization, for example, A4_.

c. In the Display Name box, type the name of the release as it will display in the Business
Modeler IDE.

d. In the Description box, type a description of the new release.

e. Select Set as Current Release to select this new release as the active one to use for all data
model creation processes.

You can also set a release as active by right-clicking the release and choosing Organize→Set
as active Release. A green arrow in the release symbol indicates it is the active release.

f. Click the arrow in the Type box to choose whether this release is considered a major release, a
minor release (which is dependent on a major release), or a patch (to a minor or major
release).

g. In the Service Version box, type the version of the services you plan to create in the release
using format _YYYY_MM, for example, _2010_06. You must fill in this box if you plan to create
services for this release.

h. Click the Browse button to the right of the Prior Release box to choose the previous release.
If you are creating a minor release, choose the major release that this minor release follows. If
you are creating patch, choose either the major or minor release that the patch is applied to.

2-24 Server Customization, Teamcenter 14.2

i. Click Finish.

The new release appears under the Releases folder.

3. To save the changes to the data model, choose BMIDE→Save Data Model, or click the Save Data
Model button on the main toolbar.

Create a library

A library is a collection of files that includes programs, helper code, and data. Open the Extensions
\Code Generation\Libraries folders. By default, Teamcenter libraries are listed under the Libraries
folder. You can create your own library that is dependent on Teamcenter libraries.

You can specify the library against which code is created by right-clicking a library and choosing
Organize→Set as active library. The code you create after setting the library is then assigned to that
library. When you create some code objects, such as business object or property operations, you must
specify a library.

1. Set the release the library is to be used for. Open the Extensions\Code Generation\Releases
folders, right-click the release, and choose Organize→Set as active Release. A green arrow in the
release symbol indicates it is the active release.

2. Choose one of these methods:

• On the menu bar, choose BMIDE→New Model Element, type Library in the Wizards box, and
click Next.

• In the Extensions folder, open the Code Generation folder, right-click the Library folder, and
choose New Library.

The New Library wizard runs.

Server Customization, Teamcenter 14.2 2-25

3. Perform the following steps in the Library dialog box:

a. The Project box displays the project to which this new library is added.

b. Select the isThirdParty check box if the library is built outside of the Business Modeler IDE or
the library is provided by a third-party vendor.

c. In the Name box, type the name you want to assign to the new library, or if you selected the
isThirdParty check box, click the Browse button to specify the third-party library file.

d. In the Description box, type a description of the new library.

e. Select the Set as Active Library check box to select this new library as the one to use for all
data model creation processes.

You can also set a library as active by right-clicking the library in the Libraries folders and
choosing Organize→Set as active Library. A green arrow in the library symbol indicates it is
the active library.

f. Click the Add button to the right of the Dependent On pane to select the libraries this new
library is dependent on. This box is disabled if you are using a third-party library file.

g. Click Finish.

The new library appears under the Library folder.

4. To save the changes to the data model, choose BMIDE→Save Data Model, or click the Save Data
Model button on the main toolbar.

2-26 Server Customization, Teamcenter 14.2

Data types

Introduction to data types

In software programming, a data type is a definition for a specific type of data and the operations that
can be performed on that data. For example, if some code has the char data type applied to it, it is
character text and can contain only characters. Or if some code has the int data type applied, it is
integer type code and can contain only numbers. You use data types as the return type when you create
business object operations. To work with data types, open the Extensions\Code Generation\Data
Types folders.

You can work with the following kinds of data types:

• External data type

Custom data types that you can import into Teamcenter, such as date.

• Primitive data type

Standard data types such as Boolean, character, double, float, and integer.

• Template data type

Data types that are open-ended and allow generic programming.

Add an external data type

External data types are standard data types, as well as custom defined data types that can be imported
into the Business Modeler IDE. You can use external data types as the return type when you create
business object operations. To access the external data types, open the Extensions\Code Generation
\Data Types\External Data Type folders.

1. Choose one of these methods:

• On the menu bar, choose BMIDE→New Model Element, type External Data Type in the
Wizards box, and click Next.

• Open the Extensions\Code Generation\Data Types folders, right-click the External Data Type
folder, and choose New External Data Type.

The New External Data Type wizard runs.

Server Customization, Teamcenter 14.2 2-27

2. Perform the following steps in the External Data Type dialog box:

a. The Project box displays the project to which this new data type is added.

b. In the Name box, type the name you want to assign to the new data type.

c. In the Namespace box, type a namespace for the type. Namespaces allow for grouping code
under a name to prevent name collisions.

d. In the Description box, type a description of the new external data type.

e. In the Declaration Header box, type the header file declaring the external data type. The
header should provide how the header file should be included in code, for example:

path/custom-data-type.hxx

f. Click Finish.

The new data type appears under the External Data Type folder.

3. To save the changes to the data model, choose BMIDE→Save Data Model, or click the Save Data
Model button on the main toolbar.

4. Deploy your changes to the test server. Choose BMIDE→Deploy Template on the menu bar, or
select the project and click the Deploy Template button on the main toolbar.

The new data type is now available for use by operations.

2-28 Server Customization, Teamcenter 14.2

External data types reference

External data types are standard data types, as well as custom defined data types that can be imported
into the Business Modeler IDE, such as date. You can use an external data type as the parameter type
when you create a business object operation or service operation.

To access the external data types, open the Extensions\Code Generation\Data Types\External Data
Type folders. Following are the standard external data types:

• date_t

Structure to represent a date.

• std::string

String from the standard namespace.

• std::vector<bool>

Boolean (true or false) vector.

• std::vector<char>

Character vector.

• std::vector<date_t>

Date vector.

• std::vector<double>

Double vector.

• std::vector<int>

Integer (number) vector.

• std::vector<long>

Long string vector.

• std::vector<PropertyDescriptor>

Property descriptor vector.

• std::vector<std::string>

Server Customization, Teamcenter 14.2 2-29

String vector.

• std::vector<tag_t>

Tag vector.

• std::vector<Teamcenter::DeepCopyData*>

Deep copy data vector.

• tag_t

Tag to an object.

• Teamcenter::DateTime

Class that represents the date in the Teamcenter server.

• Teamcenter::OperationDispatcher

Helper methods for extension framework.

• Teamcenter::Soa::Common::ObjectPropertyPolicy

Service-oriented architecture (SOA) representation of property policies.

• Teamcenter::Soa::Server::InvalidCredentialException

Service-oriented architecture (SOA) exception error for incorrect ID.

• Teamcenter::Soa::Server::ModelSchema

Service-oriented architecture (SOA) representation of schema.

• Teamcenter::Soa::Server::PartialErrors

Service-oriented architecture (SOA) class for holding partial errors.

• Teamcenter::Soa::Server::Preferences

Service-oriented architecture (SOA) class for holding preferences.

• Teamcenter::Soa::Server::ServiceData

Service-oriented architecture (SOA) class that holds model objects and partial errors.

2-30 Server Customization, Teamcenter 14.2

• Teamcenter::Soa::Server::ServiceException

Service-oriented architecture (SOA) service exception class.

• Teamcenter::Soa::Server::TypeSchema

Service-oriented architecture (SOA) representation of schema information.

Primitive data types reference

Primitive data types are generic data types such as character, double, float, Boolean, and short.

When you create a business object operation or service operation, you can choose a primitive data
type as the parameter type.

To access the primitive data types, open the Extensions\Code Generation\Data Types\Primitive Data
Type folders. Following are the standard primitive data types:

• bool

Allows two choices to the user (true or false).

• char

A single character, such as A, B, Z.

• double

A double-precision floating point decimal number. (For Oracle, the limit for the double property value
is 1E-130 to 9E125. For SQL Server, the limit is 2.3E-308 to 1.7E308.)

• float

A 4-byte decimal number from the range 3.4E to 38.

• int

An integer without decimals from 1 to 999999999.

• long

A string of unlimited length.

• void

Associated with no data type.

Server Customization, Teamcenter 14.2 2-31

Template data type reference

Template data types allow code to be written without consideration of the data type with which it is
eventually used. You can use the template data types as the parameter type when you create business
object operations and service operations.

To access the template data types, open the Extensions\Code Generation\Data Types\Template Data
Type folders. Following are the standard template data types:

• std::map

Map from the standard namespace.

• std::set

Set from the standard namespace.

• std::vector

Vector from the standard namespace.

Operations

Add a business object operation

Operations are actions you can perform on business objects and properties in Teamcenter. You can
create operations on either COTS or custom business objects and properties. To see these operations,
right-click a business object, choose Open, and in the resulting editor, click the Operations tab.

Operations have an operation template. The template defines the basic signature API structure of the
operation: parameters, inputs, and outputs. An operation template can therefore be used to define new
operations that follow the same signature pattern without having to redefine the signature again.

A business object operation is a function on a business object. It is defined with parameters, a return
value, inheritance, and whether it is overridable. After you create a business object operation, you must
generate code and write an implementation for the operation. You can only write operations on children
of the POM_application_object business object.

You can also create a property operation or operations on services.

1. Ensure that you have set the proper active release for the operation. Open the Extensions\Code
Generation\Releases folders, right-click the release, and choose Organize→Set as active
Release. A green arrow in the release symbol indicates it is the active release.

2-32 Server Customization, Teamcenter 14.2

2. Set the active library for the operation. Open the Extensions\Code Generation\Libraries folders,
right-click the custom library, and choose Organize→Set as active Library. A green arrow in the
library symbol indicates it is the active library.

3. In the Business Objects folder, browse to the business object to which you want to add the
operation. To search for a business object, click the Find button at the top of the view.

4. Right-click the business object, choose Open, and click the Operations tab in the resulting view.

5. Click the Operations tab and click the Add button.

Note:
The Add button is available only after you create a release.

The Business Modeler IDE runs the New Operation wizard.

Server Customization, Teamcenter 14.2 2-33

6. Perform the following steps in the Operation dialog box:

a. In the Operation Name box, type a name for the operation.

When you name a new data model object, a prefix from the template is automatically affixed
to the name to designate the object as belonging to your organization, for example, a4_. The
prefix for operations starts with a lowercase letter.

b. Select the following check boxes that apply:

• Overridable?

Allows child business objects to override this method.

• Constant?

Sets the return constant value to const.

• Published?

Declares the operation as published for use.

2-34 Server Customization, Teamcenter 14.2

• PreCondition?

Places limits before an action.

• PreAction?

Executes code before an action.

• PostAction?

Executes code after an action.

c. Click the Browse button to the right of the Library box to select the library to hold the source
for the operation.

d. To set parameters on the operation, click the Add button to the right of the Parameters table.
These parameters are the arguments to the C++ functions.

The New Parameter wizard runs.

e. Perform the following steps in the Parameter dialog box:

A. In the Name box, type a name for the parameter.

B. Click the Browse button to the right of the Type box to select a data type to hold the
parameter.

The Find Data Type wizard runs.

Server Customization, Teamcenter 14.2 2-35

C. In the Choose a Data Type Object dialog box, you can select the following data types to
filter:

• Primitive

Generic data types. Only boolean, double, float, and int are available for services.

• External

Standard data types. Only those listed are available for services, and they are defined
by Teamcenter.

• Template

Data types that allow code to be written without consideration of the data type with
which it is eventually used. Only vector is available for services.

• Interface

Data types for returning business objects. Only business objects with their own
implementation are selectable. For business objects without their own
implementation, the closest parent can be selected instead.

• Generated

Service data types, such as structure, map, and enumeration data types. Only the
data types set up for this service are shown as being available for this service. You can
manually type the name of a type that is in another service as long as it is in the same
service library.

D. Click Finish in the Choose a Data Type Object dialog box.

E. Click the arrow in the Qualifier box to select the qualifier for the return value.

• No value

Indicates that no parameter is passed.

• &

Indicates that the parameter is passed by reference. The actual parameter is passed
and not just the value of the parameter.

• *

2-36 Server Customization, Teamcenter 14.2

Indicates that the address of the parameter is passed. The address is the pointer to the
parameter.

• **

Indicates the address of the pointer to the parameter is passed. The address is a
pointer to the pointer.

• []

Indicates that the parameter is an array. The address of the first element in the array is
passed.

• *&

Indicates a parameter instance is created within the routine and the pointer of the
instance is returned. The caller must manage the return pointer.

F. In the Description box, type a description for the parameter.

G. Select the Const? check box if the parameter is a constant.

H. Select the Free Parameter Memory? check box if the caller has to free the memory. This
applies only to output and input/output parameters.

I. Click the arrow in the Usage box select whether the parameter is an input, output, or
input/output parameter.

J. Click Finish.

The Parameters table displays the new parameter.

f. In the Operation Description box, type a description of the new operation.

g. In the Return Description box, type a description of the return value for the operation.

h. Click Finish.

The Business Modeler IDE displays the new operation in the Operations editor.

7. To save the changes to the data model, choose BMIDE→Save Data Model, or click the Save Data
Model button on the main toolbar.

8. Generate code.

Right-click the Business Objects folder and choose Generate Code→C++ Classes.

Server Customization, Teamcenter 14.2 2-37

9. Write an implementation in the generated business_objectImpl.cxx file.

Add a property operation

Operations are actions you can perform on business objects and properties in Teamcenter. You can
create operations on either COTS or custom business objects and properties. To see business object
operations, right-click a business object, choose Open, and in the resulting editor, click the Operations
tab; to see property operations, click the Properties tab, select a property, and click the Property
Operations tab.

A property operation is a function on a property. You can publish getter and setter methods on a custom
operation. After you create an operation on a property, you must generate code and write an
implementation for the operation. You can also add a property operation when you create a persistent
property.

You can also create a business object operation or operations on services.

3. Select the business object whose property you want to add an operation to. In the Business
Objects folder, browse to the business object. To search for a business object, click the Find button
at the top of the view.

4. Right-click the business object, choose Open, and click the Properties tab in the resulting view.

5. Select a property in the properties table and click the Property Operations tab.

2-38 Server Customization, Teamcenter 14.2

6. Click the Add button on the Property Operations tab.

Note:
The Add button is enabled only after you have created a release.

The Business Modeler IDE runs the New Property Operation wizard.

Server Customization, Teamcenter 14.2 2-39

7. In the Property Operation dialog box, select the following check boxes that apply:

• Getter

Enables getting the value of the property.

• Setter

Enables setting the value of the property.

• Getter (Display Value)

Enables getting the display name of the property.

This getter uses the getDisplayableValues property operation. The name of the function has the
following format:

getproperty-nameDisplayableValues

8. Select the following check boxes that apply:

• Overridable?

2-40 Server Customization, Teamcenter 14.2

Allows child business objects to override this method.

• Published?

Generates the getter or setter method.

• PreCondition?

Places limits before an action.

• PreAction?

Executes code before an action.

• PostAction?

Executes code after an action.

When done making changes, click Finish.

The new getter/setter methods display on the property. Click the method to see the operation
definition.

9. To save the changes to the data model, choose BMIDE→Save Data Model, or click the Save Data
Model button on the main toolbar.

10. Generate code.

Right-click the Business Objects folder and choose Generate Code→C++ Classes.

11. Write an implementation in the generated business_object Impl.cxx file.

Override an operation

You can make a business object or property operation overridable by other operations on child business
objects. An operation is overridable if it is inherited from a parent business object, marked as
overridable, is not already overridden. The Override button is available if these conditions are met.

To override a business object operation, in the Operations tab, select the operation and click the
Override button. To override a property operation, in the Property Operations tab, select the operation
and click the Override button. The button changes to Remove Override.

1. Select the business object or property whose operation you want to override.

2. For a business object, click the Operations tab. For a property, click the Property Operations tab.

Server Customization, Teamcenter 14.2 2-41

3. Select the operation you want to override in the Operations or the Property Operations tab.

The Override button is available if the operation is inherited from a parent business object, is
marked as overridable, and is not already overridden. The Remove Override button displays if the
operation is already overridden.

The following example shows selecting a business object operation to override.

The following example shows selecting a property operation to override.

2-42 Server Customization, Teamcenter 14.2

4. To override the operation, click the Override button.

The Override Operation wizard runs.

5. Click Finish.

The button changes to Remove Override. To remove an override, click the Remove Override
button.

Server Customization, Teamcenter 14.2 2-43

The following example shows an overridden business object operation.

The following example shows an overridden property operation.

2-44 Server Customization, Teamcenter 14.2

6. To save the changes to the data model, choose BMIDE→Save Data Model, or click the Save Data
Model button on the main toolbar.

7. Right-click the Business Objects folder and choose Generate Code→C++ Classes.

8. In the generated Impl file, write the implementation code. Point to the new operation to use
instead of the overridden operation.

Deprecate an operation

You can deprecate custom business object operations and custom property operations. Deprecation
means that an object will be deleted in a future release.

To deprecate a business object operation, in the Operations tab, select the operation and click the
Deprecate button. To deprecate a property operation, in the Property Operations tab, select the
operation and click the Deprecate button. The button changes to Undeprecate.

1. Ensure that the deprecation policy is set.

Your company has its own deprecation policy that states the number of releases that must pass
after an object's deprecation before the object can be deleted. To change the number of releases,
as well as whether a deprecation policy is set for the project, you must change the project
properties.

a. Right-click the project, choose Properties, and choose Teamcenter→Code Generation in the
left pane.

b. Select the Enable Deprecation Policy check box to allow for removal of obsolete objects from
the project.

c. Click the arrow in the Number of Allowed Releases before Deletion box to select how many
releases before objects can be deleted from the project.

d. Click OK.

2. Select the business object or property whose operation you want to deprecate.

3. For a business object, click the Operations tab. For a property, click the Property Operations tab.

4. Select the operation you want to deprecate in the Operations or the Property Operations tab.

The Deprecate button is displayed.

Server Customization, Teamcenter 14.2 2-45

Note:
The Deprecate button is available only if the deprecation policy is set for the project, the
operation is custom, and the operation was created in an earlier release. If not, a Remove
button is displayed instead. An Undeprecate button displays if the operation has already
been deprecated.

Following is an example of selecting a business object operation to deprecate.

Following is an example of selecting a property operation to deprecate.

2-46 Server Customization, Teamcenter 14.2

5. Click the Deprecate button.

The Deprecate Object dialog box is displayed.

6. In the Deprecate Object dialog box, type a description in the Deprecated Description box and
click Finish.

When an operation is deprecated, the button changes to Undeprecate.

Following is an example of a deprecated business object operation.

Server Customization, Teamcenter 14.2 2-47

Following is an example of a deprecated property operation.

Create an extension that uses a custom operation

An extension can be assigned to a business object or property so that it is invoked at a particular point
(on a precondition, preaction, or postaction on the object). For business objects, this is done through

2-48 Server Customization, Teamcenter 14.2

the Extensions Attachment tab in the Operations tab. For properties, this is done through the
Extensions Attachment tab in the Property Operations tab.

1. Create a custom operation.

When you create a new operation, ensure that you select the Published check box and select the
action where you want to attach the operation (PreCondition, PreAction, and/or PostAction).

Also ensure that you enter the parameters to the C++ functions in your implementation.

2. Create the extension that calls the operation.

a. In the Extensions folder, right-click the Rules→Extensions folder and choose New Extension
Definition.

b. In the Extension dialog box, click the Add button to the right of the Availability table.

c. In the New Extension Availability dialog box, click the Browse button to the right of the
Business Object Name box and select the business object with the custom operation you
want to use.

d. In the Operation Name box, select the custom operation.

e. In the Extension Point box, select the extension point that was set up when the custom
operation was created (PreCondition, PreAction, and/or PostAction).

3. Add the extensions rule.

a. To add the extension to a business object, open the business object and select the custom
operation on the Operations tab. To add the extension to a property, select the property and
select the operation on the Property Operations tab.

b. Click the Extension Attachments tab.

c. Choose the point at which you have made the operation available (Pre-Condition, Pre-
Action, Base-Action, or Post-Action).

The Add button is enabled only on the available points.

d. Click the Add button to add the extension rule.

Following is an example of adding an extension to a business object operation.

Server Customization, Teamcenter 14.2 2-49

Following is an example of adding an extension to a property operation.

2-50 Server Customization, Teamcenter 14.2

Now the operation is run when the extension is invoked at a precondition, pre action, or postaction.

For example, you can write an operation (such as the hasValidSAPPartNumber operation example)
that checks to make sure that items have valid SAP numbers, and invoke the extension as a precondition
for checkin.

Define a getter operation for a custom run-time property

Currently, the Business Modeler IDE does not allow you to define the getter operation for a custom
property defined on a COTS business object. To overcome this limitation, you can manually add the
following elements into your template to define the getter operation for your custom property.

In this example, the custom property name is MyCustomObject. This property is a single-value
reference property. Therefore, the PROP_ask_value_tag operation is used.

• Add the following TcOperationAttach code to attach the PROP_ask_value_tag getter operation to
the MyCustomObject property on the UserSession business object:

Server Customization, Teamcenter 14.2 2-51

<TcExtensionPoint extensionPointType="PreAction" isOverridable="true"/>

• Add the following TcExtension code to define an extern function for the MyCustomObject property.
The name of the extern function is getMyCustomObjectBase, which must be unique.

<TcExtension name="getMyCustomObjectBase" internal="false"

cannedExtension="false" languageType="CPlusPlus"
libraryName="libMyCustomLibrary"
description="">
<TcExtensionValidity
parameter="PROPERTY:UserSession:MyCustomObject:PROP_ask_value_tag:4"/>
</TcExtension>

Change libMyCustomLibrary to the name of your library.

• Add the following TcExtensionAttach code to attach the external function as a BaseAction type of
the getter operation:

Implement a getter base function for custom run-time property

The getter base function for a property operation is declared in the following manner to avoid C++ name
mangling. In this example, the library name is MyLib:

#ifdef cplusplus
extern “C”
{
#endif
extern MYLIB_API int getMyCustomObjectBase(METHOD_message_t *, va_list
args);
#ifdef cplusplus
}
#endif

The following is sample code for the getMyCustomObjectBase base function, which is expected to
return the tag of the singleton instance of the custom business object. The instance is created but not
saved so that this custom business object is actually used as a run-time object providing the operation
codes, causing no impact on database data. The tag of the instance is cached in a static variable to make
sure only one instance is created.

int getMyCustomObjectBase( METHOD_message_t *, va_list args )

{

2-52 Server Customization, Teamcenter 14.2

va_list largs;
va_copy( largs, args );
va_arg( largs, tag_t ); /*Property Object tag_t not used*/
tag_t* customObjTag = va_arg( largs, tag_t* );
va_end( largs );

int ifail = ITK_ok;

*customObjTag = NULLTAG;

//Create and cache an instance of my custom business object

static tag_t myCustomObjectTag = NULLTAG;
if( myCustomObjectTag == NULLTAG )
{
static const char * customBOName = “MyCustomBOName”;
Teamcenter::CreateInput* creInput =
dynamic_cast<Teamcenter::CreateInput*>(Teamcenter::BusinessObjectRegistry
::
instance().createInputObject(customBOName,
OPERATIONINPUT_CREATE));

Teamcenter::BusinessObject* obj =
Teamcenter::BusinessObjectRegistry::instance().createBusinessObject(creIn
put);

myCustomObjectTag = obj->getTag();
}
*customObjTag = myCustomObjectTag;
return ifail;
}

Boilerplate code

Introduction to generating boilerplate code

Generating boilerplate code can save time and effort over manually setting up the source files, and it
can reduce coding errors. The autogenerated code conforms to a coding standard, therefore
maintaining consistency. You can create C++ boilerplate source code files into which you can add
implementation code by right-clicking the Business Objects folder and choosing Generate Code→C++
Classes.

Note:
Generating code for services is a different process. Right-click the Code Generation→Services
folder and choose Generate Code→Service Artifacts.

Most of the code pieces are autogenerated; you only need to write code in the implementation (Impl)
file, as shown in the following figure. First you create the business objects and operations, and their
definitions are deployed to the database without writing any code. Then you generate code, creating

Server Customization, Teamcenter 14.2 2-53

boilerplate files that provide inheritance and overriding behavior to the business object. Finally, you
write the custom logic for the operation in the stub provided in the Impl file.

Generate C++ code

After operations are defined, you can create C++ boilerplate source code files into which you can add
implementation code by right-clicking the Business Objects folder and choosing Generate Code→C++
Classes. This generates the C++ interface for the business object and other boilerplate code. A stub for
the implementation class also is generated the first time (Impl file). Add the business logic manually in
this class.

If you have any server code customizations from previous versions, you must regenerate the code and
rebuild your libraries.

Tip:
If additional operations are added to the business object at a later time, the operations must be
added manually to this implementation class.

1. Create a business object operation, property operation, a service operation, or extension.

2. Ensure that the code generation environment is set up correctly. Right-click the project, choose
Properties, and choose Teamcenter→Build Configuration and Teamcenter→Code Generation.
Ensure that the project has the correct Teamcenter installation and compiler home set.

3. To generate boilerplate code for business object and properties operations, right-click the Business
Objects folder and choose Generate Code→C++ Classes.

Caution:
You must right-click the Business Objects folder and choose Generate Code→C++ Classes
to generate code.

2-54 Server Customization, Teamcenter 14.2

In addition to generating source code files for the customization, the generate process also
creates makefiles to compile the source code. There is a platform-specific makefile created in
the project’s root folder (makefile.wntx64) and there are also a number of platform neutral
makefiles created under the build folder for each library that is defined in the template. All of
these makefiles may be persisted and are only updated by the Business Modeler IDE when
something changes (a new library defined, build options changed, and so on)

All generated files are placed in the output/generated folder, with a subfolder for each library. The
implementation stub files are placed under the src/server folder, with a subfolder for each library.

Note:
The code generated from the Business Modeler IDE ignores the Published flag set on the
operation. In Teamcenter, every operation is a published operation. The published/
unpublished flag is provided so that users can tag their operations as published or
unpublished.
There is no specific workaround for this problem as it does not cause any error in Business
Modeler IDE or the code generated.

To generate boilerplate code for service operations, right-click the service containing the service
operation and choose Generate Code→Service Artifacts. Check the Console view to see the
progress of the generation.

4. After you generate code, open the Advanced perspective by choosing Window→Open
Perspective→Other.

The project folder is now marked with a C symbol. This indicates that the project has been
converted to a CDT nature project. The C/C++ Development Toolkit (CDT) is a collection of Eclipse-
based features that provides the capability to work with projects that use C or C++ as a

Server Customization, Teamcenter 14.2 2-55

programming language. To learn more about CDT, in the top menu bar, choose Help→Help
Contents and choose the C/C++ Development User Guide in the left pane of the Help dialog box.

Choose the Project menu in the top menu bar to see that build options are now added to the
menu. Right-click the project in the Navigator view to see options added to the bottom of the
menu for building and running the project in the context of a CDT.

5. For business object and property operations, write your operation implementation in the
generated business_objectImpl.cxx file. For services, write the implementation in the generated
serviceImpl.cxx files.

The Teamcenter C++ API Reference, available on Support Center, documents APIs in C++
signatures.

Generated business object classes

When an operation is added to a business object and the code generation command is executed, the
following classes are generated:

• BusinessObject interface that defines the API for the business object. All callers work only with the
interface.

• Dispatch class that implements the interface. It provides the overriding and extensibility capabilities.

• An abstract generated implementation class. This class provides getters and setters for the attributes
on the business object and any other helper methods needed by the implementation.

• Impl class that is the actual implementation where the business logic is manually implemented by the
developer.

• Delegate class that delegates invocations to the implementation class and breaks the direct
dependency between the dispatch and implementation classes.

2-56 Server Customization, Teamcenter 14.2

Class Autogenerated Purpose

Interface Yes C++ interface class. Defines published/

unpublished API. All server caller code
dependent on this business object works
with only this interface.

Dispatch Yes Implements the interface. Provides the

overriding and extensibility (pre/post)
capabilities to the business object.

Generated Yes C++ abstract class. This class provides

Implementation methods to get/set attribute values in the
(GenImpl) database and any other helper methods
needed by the implementation.

Implementation No Implementation class. The developer

(Impl) implements the core business logic for the
business object in this class.

Delegate Yes C++ abstract class. This class breaks the

direct dependency between the dispatch
and implementation classes.

Implementation code

Write implementation code for a business object or property operation

You can write implementation code for a business object or property operation by using boilerplate
source code files. Write an implementation after you have created an operation and have generated
the boilerplate code.

The C++ API Reference available on Support Center documents APIs in C++ signatures.

1. Create the operation for which you need to write the implementation.

• Business object operation

Right-click the business object against which you want to write the operation, choose Open,
click the Operations tab in the resulting view, and click the Add button.

• Property operation

Server Customization, Teamcenter 14.2 2-57

Right-click the business object against which you want to write the property operation, choose
Open, select the property against which you want to write the operation, click the Property
Operations tab, and click the Add button.

2. Generate the boilerplate code.

Right-click the Business Objects folder and choose Generate Code→C++ Classes.

3. Locate the generated code files.

By default, the generated files are saved in the Project Files\src\server\library folder. The library
folder holds business_objectImpl.cxx files where you write business logic. (The Generated Source
Folder folder holds files containing boilerplate code. You should never edit these files.)

Note:
To change the location where generated code is saved, open the project's properties. Right-
click the project, choose Properties, and select Teamcenter→Code Generation.

4. Switch to the C/C++ perspective by choosing Window→Open Perspective→Other→C/C++.

5. Open the code file.

Right-click the src\server\library\business_objectImpl.cxx file and choose Open or Open With.

The file opens in an editor.

6. Write the implementation.

Add your implementation at the bottom of the business_objectImpl.cxx file where it contains the
following text:

** Your Implementation **

7. Build the libraries containing server code.

8. Package your changes into a template.

9. Install the package to a server.

2-58 Server Customization, Teamcenter 14.2

Sample implementation code

When you create custom operations, you must write implementation code in the generated Impl class
file.

The C++ API Reference documents APIs in C++ signatures.

Note:
To access the C++ API Reference, go to Support Center.

Following is a sample customization:

1. Create a custom child of the Item business object named CommercialItem.

2. Add a custom string property called SAPPartNumber.

3. On the Operation Descriptor tab, configure the CreateInput attributes to make the new property
visible in the user interface during object creation (when users choose File→New in the rich
client).

4. Add a property operation to the SAPPartNumber property to set the getter and setter code
generation for the property.

5. Add a new operation to the CommercialItem business object called hasValidSAPPartNumber.

Given this example, following is some sample implementation code that could be written for it. This
sample code is for demonstration purposes only.

• The following code block demonstrates how interface methods and ITKs can be called when adding a
new operation on the business object.

/**
* checks if the BusinessObject has a valid SAPPartNumber
* @param valid - true if the SAPPartNumber is valid.
* @return - returns 0 is executed successfully.
*/
int CommercialItemImpl::hasValidSAPPartNumberBase( bool &valid )
{
//get the handle to the interface object first.
CommercialItem *cItem = getCommercialItem();

//invoke method on the Interface ( CommericalItem )

ifail = cItem->getSAPPartNumber(sapPartNumber, isNull);

//Write code here to validate the sapPartNumber value

//agaist Business Requirement and update "valid" variable.

//You can also invoke ITK using the tag.

//Use getTag() to get the tag to be passed on to the ITK.

Server Customization, Teamcenter 14.2 2-59

if( ifail == ITK_ok )

{
tag_t cItemTag = cItem->getTag();
//You may write custom code involving ITK calls with input as cItemTag here.
}

return ifail;
//----------------------------------------------------------------------------------
// CommercialItemGenImpl::getSAPPartNumberBase
// Base for Accessor of SAPPartNumber
//----------------------------------------------------------------------------------
int CommercialItemImpl::getSAPPartNumberBase( std::string &value, bool &isNull ) const
{
int ifail = ITK_ok;

//Add custom code here if needed.

ifail = CommercialItemGenImpl::getSAPPartNumberBase( value, isNull );

//Add custom code here if needed.

return ifail;
}

• The following code block demonstrates how a super method is called when overriding an existing
operation from a child business object, and how a getter operation is added to a property. Normally
the super method should be invoked at the beginning of the overridden method. However, this does
not apply to post methods. The following sample method is a postaction of create and therefore
requires that the super_createPostBase method be called at the end of the sample.

/**
* desc for createPost
* @param creInput - Description for the Create Input
* @return - return desc for createPost
*/
int CommercialItemImpl::createPostBase( Teamcenter::CreateInput *creInput )
{
int ifail = ITK_ok;

// In addition to the implementation in parent BusinessObject write

// your specific Implementation
if(ifail = ITK_ok)
{
//Add custom code here if needed.
/*
//use getters methods available on OperationInput/CreateInput to access the
//values in CreateInput.
//for example below code gets the SAPPartNumber set by the user during
//the create CommercialItem Action on the create UI.

std::string sAPPartNumber ;
bool isNull = false ;
ifail = creInput->getString("SAPPartNumber",sAPPartNumber,isNull);

//Implement custom code to meet the Business Requirement

*/
}

//Add custom code here if needed.

2-60 Server Customization, Teamcenter 14.2

/*
Custom code
*/
// Call the super createPost to invoke parent implementation
ifail = CommercialItemImpl::super_createPostBase(pCreateInput);

return ifail;

Server code

Build server code on Windows

1. Ensure that the build configuration is set properly.

a. Right-click the project and choose Properties.

b. Choose Teamcenter→Build Configuration in the left pane of the Properties dialog box.

The Build Configuration dialog box is displayed.

A. Verify that the build flags in the lower pane are set properly for the platform you are
building on. By default the libraries are built in release mode.

You can change these flags to build in debug mode. Use the TC_ROOT\sample
\compile.bat script for the required flags.

Server Customization, Teamcenter 14.2 2-61

B. Click the Browse button to the right of the Compiler Home box to select the location
where your C++ compiler is located. For example, if your platform is Windows and you
are using Microsoft Visual Studio, browse to compiler-install-path\VC\bin.

c. Click OK.

2. Generate code by right-clicking the Business Objects folder and choosing Generate Code→C++
Classes.

After code is generated, a C symbol is placed on the project folder. This indicates that the project
has been converted to a CDT (C/C++ Development Tools) project. The C/C++ Development Toolkit
(CDT) is a collection of Eclipse-based features that provides the capability to work with projects that
use C or C++ as a programming language. You can work on the project in the CDT perspective by
choosing Window→Open Perspective→Other→C/C++.

After a project is converted to CDT, the Project menu in the top menu bar displays the following
build options.

Menu command Description

Build All Builds all projects in the workspace. This is a full build; all
files are built.

Build Configurations Allows you to manage build configurations.

Build Project Builds the currently selected project. This is a full build; all
files in the project are built.

Build Working Set Builds the current working set.

Clean Runs the make clean command defined in the makefile.

Try this option and then generate C++ classes again if
you’re experiencing a problem building.

Build Automatically When checked, the CDT performs a build whenever a file
in a project is saved. You should turn off this feature for
very large projects.

To learn more about these menu options, choose Help→Help Contents in the top menu bar and
choose the C/C++ Development User Guide in the left pane of the Help dialog box.

3. Write your code in the implementation files.

2-62 Server Customization, Teamcenter 14.2

4. While in the C/C++ perspective, choose Project→Build Project to build the libraries containing
server code.

If Project→Build Automatically is already selected, code is built automatically any time the code is
changed and saved.

The compiled artifacts are placed in the output/wntx64 folder. Each defined library has a subfolder
under the output/wntx64/objs folder for the intermediate object files (.obj) and all compiled
libraries (.dll and .lib) are placed in the output/wntx64/lib folder.

Caution:
You must build on a Windows client if the code is to be used on a Windows server or build on
a Linux client for a Linux server. If the packaged library files are installed on the wrong
platform, they do not work.
Spaces in path names may cause issues in Linux or with a version of Windows that does not
convert 8.3 file names. If you already have spaces and are experiencing issues, you may
create symbolic links in Linux or use junction or mklink -j in Windows.

Build code on platforms not supported by the Business Modeler IDE

The build process in the Business Modeler IDE is designed to build server code on Windows platforms
only. If you intend to build the same custom server code on multiple platforms, you can use the same
project to generate the code and makefiles for each platform. You can use this process to build on the
platforms that appear on the Build Configuration dialog box for your project.

1. On Windows systems, create your new project in the Business Modeler IDE, and add new business
objects, properties, and operations. Generate code and build server code.

Server Customization, Teamcenter 14.2 2-63

2. Right-click the project and choose Properties. On the left side of the dialog box, choose
Teamcenter→Build Configuration.

3. The dialog box includes a tab for each supported platform. For the platforms you want to build
libraries on, select the Create make/build files for the platform-name platform check box.

4. Fill in the Teamcenter Installation and Dependent Templates Directory boxes for the
appropriate locations relative to the target platform and host.

5. If you have defined services in the template, choose Teamcenter→Build Configuration→Service

Bindings. Select the client bindings you want for each target platform, and fill in the Teamcenter
Services client kit home and Rich Client plug-in folder boxes to the appropriate locations relative
to the target platform and host.

The next time you generate source code, either for metamodel customizations or for service
operations, a platform specific makefile is also created (for example, makefile.sol).

6. For the additional platforms, copy the new template directory and subdirectories, for example:

2-64 Server Customization, Teamcenter 14.2

C:\apps\Teamcenter\bmide\workspace\release\MyTemplate

7. The makefile can be used on the target platform to generate code and build the libraries (for
example, make -f makefile.sol). This generates all code for the project and compiles the libraries.

There is a platform-specific makefile created for each selected platform (for example, makefile.wnti32,
makefile.sol, and so on). These files are created in the root folder of the project. There are also a
number of platform-neutral makefiles created under the build folder for each library that is defined in
the template. All of these makefiles may be persisted and are only updated by the Business Modeler IDE
when something changes (a new library defined, build options changed, and the like). All platform-
specific output files (such as .objs and .dll files) are created under the platform-specific output folder (for
example, output/wnti32, outputs/sol, and so on).

Extensions

Define an extension

An extension is a business rule that adds pre-defined behavior to a business object operation and fires as
a pre-condition, pre-action, or post-action. When you define an extension, you identify the parameters
passed to the extension when it is executed, and how the extension is made available to other business
objects.

1. Expand the Extensions>Rules folders.

2. Right-click the Extensions folder and choose New Extension Definition.

The New Extension Definition wizard runs.

Server Customization, Teamcenter 14.2 2-65

3. Specify options for the extension.

For this
option Do this
Name Type a name for the extension.

• If the programming language for the extension is C, the extension name must
match the name of the function.
• If the programming language for the extension is C++, the extension name must
conform to the following format:

NameSpace::ClassName::MethodName
Description Type a description of the extension and how to implement it.
Language From the list, choose the programming language of the function, either C or C++.
Library Click Browse and select the library that contains the function.
You can place libraries in the TC_ROOT\bin directory, or you can set the path to
valid libraries with the BMF_CUSTOM_IMPLEMENTOR_PATH preference (BMF
refers to the Business Modeler Framework). To access preferences, in the My
Teamcenter application, choose Edit→Options and click Search at the bottom of
the Options dialog box.

2-66 Server Customization, Teamcenter 14.2

For this
option Do this
Is Pre- If you want to make the extension available to other templates that depend on this
defined? template, mark the checkbox.

Is Pre-defined? Means this

Unchecked The extension is visible and available for use ONLY within the
current template. Any templates that depend on the current
template will not see this extension and therefore cannot use it.
Checked The extension is visible for the current template and all other
templates that depend on the current template.
Note that if the extension is marked as pre-defined, altering the
extension could have undesirable ripple effects if the extension is
used in other templates.
Parameter If there are parameters to be passed to the extension, click Add.
List
The Extension Parameter dialog box is displayed.

Specify options for the extension parameter:

For this
option Do this
Name Type a name for the parameter.
Type From the list, select the parameter type, one of String, Integer, or
Double.
Mandatory Select the check box if the parameter is mandatory (that is, the
value for that parameter cannot be null).
Suggested Select the type of value for the parameter:
Value
• None if you type the argument value manually when assigning
the extension.
• TcLOV if the values are derived from a list of values.

Server Customization, Teamcenter 14.2 2-67

For this
option Do this
For this
option Do this
If you select TcLOV, then for LOV Name click Browse and
locate the list of values for the parameter.
• TcQuery if the values are derived from the results of a saved
query.

If you select TcQuery, then for Query Name click Browse and
locate the saved query.

The Teamcenter Repository Connection wizard prompts you to

log on to a server to look up its available saved queries.

Click Finish.
The parameter is added to the Parameter List table.
To change the order in which the parameters are passed, select a parameter and
click Move Up or Move Down.
Availability To define availability of the extension to business objects, click Add.
The Extension Availability dialog box is displayed.

Specify options for the availability parameter:

For this
option Do this
Business Click the Browse and choose the business object on which to
Object Name place the extension.
Availability defined for a business object applies to its children.

2-68 Server Customization, Teamcenter 14.2

For this
option Do this
For this
option Do this
User exits also display in this list, so that you can make a user exit
available for use by the new extension.
Business • Select Type if the rule is to be associated with a business object.
Object Or • Select Property if the rule is to be associated with a property on
Property the business object.

If you select Property, then for Property Name click Browse

and select the property.
Operation Click Browse and select the operation to place on the business
Name object. The list includes both legacy and new operations for that
business object. The new operations have the C++ style signature.
Extension From the list, select the point as a PreCondition, PreAction, or
Point PostAction action.
Pre/post conditions for an operation are controlled during
operation creation time. For example, if a precondition is enabled
for the XYZ(data-types) operation during its creation time, then
the availability wizard shows the precondition for that operation
only.

Click Finish.
The availability item is added to the Availability table.
Teamcenter (Optional) Click Browse and select a Teamcenter Component with which to
Component associate this extension.

4. Click Finish.

The extension is added to the Extensions folder.

Now that you have added the extension, you can assign it to business objects or business object
properties.

5. To save the changes to the data model, choose BMIDE>Save Data Model, or on the main toolbar
click Save Data Model .

Write extension code

Extensions allow you to write a custom function or method for Teamcenter in C or C++ and attach the
rules to predefined hook points in Teamcenter.

Server Customization, Teamcenter 14.2 2-69

After you assign an extension to a business object or a property operation so that it is called at a
particular point (on a pre-condition, pre-action, base action, or post-action on the object), you must
write the code that takes place in Teamcenter when the extension is called.

1. Open the Advanced perspective by choosing Window→Open Perspective→Other→Advanced.

2. In the Extensions view, open the Rules\Extensions folders, right-click the new extension you have
created, and choose Generate extension code.

The extension boilerplate code is generated into an extension-name.cxx C++ file and an extension-
name.hxx header file. To see these files, open the project in the Navigator view and browse to the
src\server\library directory.

Note:
You may need to right-click in the view and choose Refresh to see the files that were
generated.

3. Write your extension code in the new extension-name.cxx and extension-name.hxx files. You can
use the standard methods of writing code for Teamcenter.

4. Build your libraries.

5. Deploy the customization to a test server by choosing BMIDE→Deploy Template on the menu bar.
Check to make sure the extension works properly.

Extension example: Add a postaction on a folder business object

In this example, an extension named H2FolderPostAction is attached to the Folder business object and
runs as a postaction when the user creates a folder. (H2 in this example represents the project naming
prefix.)

2-70 Server Customization, Teamcenter 14.2

Although sample code for this extension is provided, you must write your own business logic in the
extension that is specific to your business needs.

1. Open the Advanced perspective by choosing Window→Open Perspective→Other→Advanced.

2. Define the H2FolderPostAction extension.

a. Create a library named H2libext.

b. Expand the project and the Rules\Extensions folders.

c. Right-click the Extensions folder and choose New Extension Definition.

The New Extension Definition wizard runs.

d. Perform the following In the Extension dialog box:

A. In the Name box, type H2FolderPostAction.

B. In the Language box, select CPlusPlus.

C. In the Library box, select H2Libext.

D. Click Add to the right of the Availability table and perform the following in the
Extension availability dialog box:

i. In the Business Object Name box, select Folder.

ii. In the Operation Name box, select create(Teamcenter::CreateInput*).

iii. In the Extension Point box, select PostAction.

Server Customization, Teamcenter 14.2 2-71

iv. Click Finish in the Extension availability dialog box.

The extension appears.

E. Click Finish in the Extension dialog box.

3. Attach the H2FolderPostAction extension to the Folder business object.

a. In the Business Objects view, right-click the business object you have made available on the
extension, choose Open, and click the Operations tab in the resulting editor and click
create(Teamcenter::createInput*).

b. Click the Extension Attachments tab and click Add

c. In the extension attachment wizard, for the extension point select PostAction and for the
extension select the H2FolderPostAction extension.

d. Click Finish.

The extension is added to the postaction.

2-72 Server Customization, Teamcenter 14.2

The XML entries are created as follows:

<Add>

<TcExtension name="H2FolderPostAction" internal="false" cannedExtension="false"

languageType="CPlusPlus" libraryName="libH2libext" description="">
<TcExtensionValidity parameter="TYPE:Folder:create#Teamcenter::CreateInput,*:3"/>
</TcExtension>
<TcExtensionAttach extensionName="H2FolderPostAction"
operationName="create#Teamcenter::CreateInput,*"
isActive="true" extendableElementName="Folder" extendableElementType="Type"
extensionPointType="PostAction" conditionName="isTrue" description=""/>

</Add>

The library file is saved as libH2libext. XML entries store the exact name of the library without
the library extension (.dll, .so, and so on).

4. Implement the H2FolderPostAction extension.

a. In the Advanced Perspective, right-click the H2FolderPostAction extension and choose

Generate extension code.

The extension boilerplate code is generated into a H2FolderPostAction.cxx C++ file and a
H2FolderPostAction.hxx header file. To see these files, open the project in the Navigator
view and browse to the src\server\H2libext\ directory.

Server Customization, Teamcenter 14.2 2-73

Note:
You may need to right-click in the view and choose Refresh to see the files that were
generated.

b. Open the H2FolderPostAction.cxx file in a C/C++ editor and add your custom business logic.
Following is a sample file:

#include <H2libext/H2FolderPostAction.hxx>
#include <stdio.h>
#include <stdarg.h>
#include <ug_va_copy.h>
#include <CreateFunctionInvoker.hxx>
using namespace Teamcenter;
int H2FolderPostAction (METHOD_message_t* msg, va_list args)
{
std::string name;
std::string description;
bool isNull;
// printf("\t +++++++++++ In H2FolderPostAction() ++++++++++\n");

va_list local_args;
va_copy( local_args, args);

CreateInput pFoldCreInput = va_arg(local_args, CreateInput);

pFoldCreInput->getString("object_name",name,isNull);

pFoldCreInput->getString("object_desc",description,isNull);
// Write custom business logic here

va_end( local_args );

return 0;
}

5. Build the library (libH2libext.dll file) for the H2FolderPostAction extension.

a. Run the dumpbin script (Windows) or nm script (Linux) to see if the H2FolderPostAction
extension symbol is exported correctly, for example:

dumpbin /EXPORTS <path_of_libH2libextr>\libH2libext.dll

The symbol should not be mangled (C++). The output should look similar to the following:

11471 00002BE0 H2FolderPostAction = _H2FolderPostAction

b. Put the libH2libext.dll library file in the TC_ROOT\bin directory, or from the rich client, set the
preference BMF_CUSTOM_IMPLEMENTOR_PATH to the path of the library.

6. Deploy the H2FolderPostAction extension.

2-74 Server Customization, Teamcenter 14.2

7. Test the H2FolderPostAction extension by creating a folder object from the rich client. The
extension should get executed.

Workflow extension example

Workflow extension example: Overview

This custom extension example initiates a workflow process on an item revision when creating an item.

1. Define the extension.

2. Assign the extension to an extension point.

3. Develop the C custom extension code.

4. Execute the extension.

Workflow extension example: Define the sample extension in the Business Modeler IDE

1. Open the Advanced perspective by choosing Window→Open Perspective→Other→Advanced.

2. Navigate to the Extensions view and open the Rules→Extensions folder. Right-click the
Extensions folder and choose New Extension Definition.

The New Extension Definition wizard runs.

3. Enter the name of the extension rule as prefixbmf_extension_workflow_sample. The prefix

corresponds to the file name prefix for your project, for example, G4_. This name must match the
function name defined in the header file.

4. In the Language Type box, select ANSI-C.

5. Click the Browse button to the right of the Library box and select the libsampleExtension library.

6. Add the parameter definitions to this extension.

a. Click the Add button in the Parameter List table.

The Extension Parameter dialog box is displayed.

b. Create the Release Process parameter.

A. In the Name box, type Release Process.

B. In the Type box, select String.

Server Customization, Teamcenter 14.2 2-75

C. Select the Mandatory check box to make the parameter required.

D. Click Finish.

c. Click the Add button in the Parameter List table. Now create the Company ID parameter.

A. In the Name box, type Company ID.

B. In the Type box, select Integer.

C. Clear the Mandatory check box to make the parameter optional.

D. Click Finish.

7. Modify the availability of this extension.

a. Click the Add button in the Availability table. The Extension Availability dialog box is
displayed.

A. Click Browse in the Business Object Name box and select Item.

B. In the Business Object or Property area, select the Type check box.

C. In the Operation Name box, select ITEM_create.

D. In the Extension Point box, select PostAction.

E. Click Finish.

b. Click Finish in the Extension dialog box.

This extension is now available to the ITEM_create operation only as a post-action.

Workflow extension example: Assign the sample extension

1. Open the Advanced perspective by choosing Window→Open Perspective→Other→Advanced.

2. In the Business Object view, right-click the Item business object, choose Open, and click the
Operations tab.

A view displays the extension operations attached to the business object.

3. Select the ITEM_create operation.

4. Click the Extension Attachments tab and click the Add button.

2-76 Server Customization, Teamcenter 14.2

The Add Extension Rule wizard runs.

5. Select PostAction for the extension point.

Click the Browse button in the Extension box and select prefixbmf_extension_workflow_sample.
Add arguments in the Arguments box for TCM Release Process using a company ID of 56 and click
Finish.

Note how the check box in the Active column shows how this extension is activated.

Workflow extension example: Develop the C custom extension code for the sample
extension

This custom extension initiates a workflow process on an item revision (after it is created) when creating
an item. This is custom code developed using standard ITK development practices.

1. Open the Advanced perspective by choosing Window→Open Perspective→Other→Advanced.

2. In the Extensions view, open the Rules\Extensions folders, right-click the

prefixbmf_extension_workflow_sample extension you have created, and choose Generate
extension code. (prefix corresponds to the naming prefix for your project, for example, G4_.)

The extension boilerplate code is generated into a prefixbmf_extension_workflow_sample.cxx C

++ file and a prefixbmf_extension_workflow_sample.hxx header file. To see these files, open the
project in the Navigator view and browse to the src\server\library directory.

Note:
You may need to right-click in the view and choose Refresh to see the files that were
generated.

3. Using the generate boilerplate code files, create the custom code. Following is an example of the
prefixbmf_extension_workflow_sample.c source file.

Note:
In the following example, change G4_ to your project's naming prefix.

#include <ug_va_copy.h>
#include <itk/bmf.h>
#include <epm/epm.h>
#include <epm/epm_task_template_itk.h>

int getArgByName(const BMF_extension_arguments_t* const p, const int arg_cnt,

const char*
paramName)
{
int i = 0;

Server Customization, Teamcenter 14.2 2-77

for(; i < arg_cnt; i++)

{
if(tc_strcmp(paramName, p[i].paramName) == 0)
return i;
}

return -1;
}

int G4_bmf_extension_workflow_sample(METHOD_message_t *msg, va_list args)

{
int ifail = ITK_ok;

tag_t* new_item = NULL;

tag_t* new_rev = NULL;

tag_t item_tag = NULLTAG;

tag_t rev_tag = NULLTAG;
tag_t job_tag = NULLTAG;
tag_t template_tag = NULLTAG;

char* item_id = NULL;

char* item_name = NULL;
char* type_name = NULL;
char* rev_id = NULL;

char relproc[BMF_EXTENSION_STRGVAL_size_c + 1] = {'\0'};

char job_desc[WSO_desc_size_c + 1] = {'\0'};
char job_name[WSO_name_size_c + 1] = {'\0'};

int index = 0;
int paramCount = 0;
int companyid = 0;
int attachment_type = EPM_target_attachment;

BMF_extension_arguments_t* input_args = NULL;

/********************/
/* Initialization */
/********************/
//Get the parameters from the ITEM_create_msg
va_list largs;
va_copy(largs, args);
item_id = va_arg( largs, char *);
item_name = va_arg(largs, char *);
type_name = va_arg(largs, char *);
rev_id = va_arg(largs, char *);
new_item = va_arg(largs, tag_t *);
new_rev = va_arg(largs, tag_t *);
item_tag = *new_item;
rev_tag = *new_rev;
va_end(largs);

// Extract the user arguments from the message

ifail = BMF_get_user_params(msg, ¶mCount, &input_args);

if(ifail == ITK_ok && paramCount >= 2)

{
index = getArgByName(input_args, paramCount, "Release Process");

2-78 Server Customization, Teamcenter 14.2

if(index != -1)
tc_strcpy(relproc, input_args[index].arg_val.str_value);

index = getArgByName(input_args, paramCount, "Company ID");

if(index != -1)
companyid = input_args[index].arg_val.int_value;

MEM_free(input_args);

if(relproc != NULL && rev_tag != NULLTAG)

{
sprintf( job_name, "%s/%s-%d Job", item_id, rev_id,
companyid);
sprintf( job_desc, "Auto initiate job for Item/
ItemRevision (%s/%s-%d)",
item_id, rev_id, companyid);

//Get the template tag.

ifail = EPM_find_template(relproc , 0, &template_tag);

if(ifail != ITK_ok)
return ifail;

// Create the job, initiate it and attach it to the item

revision.
ifail = EPM_create_process(job_name, job_desc,
template_tag, 1, &rev_tag,
&attachment_type, &job_tag);

if(ifail != ITK_ok)
return ifail;
}
else
{
// User supplied error processing.
}
}

return ifail;
}

Following are some considerations when creating custom code:

Keep in mind:

• An extension should be expected to process one message.

• The message data and custom extension user data are independent of each other so it does not
matter which is processed first. However, they should be processed together as a set.

• You are expected to know the data that exists for the message. This includes data types and the
retrieval order so this data can be processed properly using va_arg.

Server Customization, Teamcenter 14.2 2-79

• You are expected to know the user data that exists for the custom extension. This includes data types
and whether each data element is mandatory or optional so that this data can be processed properly
after the BMF_get_user_params function is used to retrieve this data.

• Several extensions can be compiled into the same library.

• Copy all the implementation C files to the same directory.

• Use the compile scripts (discussed below) and specify multiple targets to be compiled.

• Execute the link script once to produce the library containing these extensions.

Workflow extension example: Execute the sample extension

1. Deploy the customization to a test server by choosing BMIDE→Deploy Template on the menu bar.

2. In the rich client, launch My Teamcenter.

3. Create a new item.

You see a TCM workflow process attached to the item revision when the item is created.

Working with user exits

The User Exits folder in the Extensions folder is for working with user exits, mechanisms for adding
base action extension rules. User exits are places in the server where you can add additional behavior by
attaching an extension.

Note:
User exit attachments, unlike operation extension attachments, cannot be attached at the level of
child business objects. User exit attached extensions get defined and executed as callbacks only at
a particular business object.

To work with user exits, right-click a user exit and choose Open Extension Rule. You can add actions on
the right side of the editor. The Base-Action section is only shown for user exits operations.

You can make a user exit available for use when you define an extension rule. Right-click the
Extensions folder, choose New Extension Definition, click the Add button to the right of the
Availability table, and click the Browse button on the Business Object Name box. The user exits
display on the list along with business objects.

The Integration Toolkit Function Reference, available on Support Center, documents users exits.

2-80 Server Customization, Teamcenter 14.2

Basic concepts for data model customization

Data model customization framework

The data-model-based customization framework supports a single coherent mechanism for developing
new functionality using C++. The framework:

• Defines business logic on business objects in the Impl class of the business object.

• Provides a consistent approach that can be used for internal Siemens Digital Industries Software
development as well as for external customizations.

• Is scalable (delayed loading of DLLs).

• Exposes the business logic API in an object-oriented way (through interfaces).

• Improves memory performance.

Using the Business Modeler IDE, you can autogenerate the C++ plumbing code required to implement
the business logic. This:

• Reduces implementation time.

• Increases productivity because you can spend more time in writing business logic.

• Enforces coding standards.

• Aids future enhancements.

Data model customization framework paradigm

The data model customization framework has the following paradigm.

• BusinessObject interface that defines the API for the business object. All callers work only with the
interface.

• Dispatch class that implements the interface. It provides the overriding and extensibility capabilities.

• An abstract generated implementation class. This class provides getters and setters for the attributes
on the business object and any other helper methods needed by the implementation.

• Impl class that is the actual implementation where the business logic is manually implemented by the
developer.

Server Customization, Teamcenter 14.2 2-81

• Delegate class that delegates invocations to the implementation class and breaks the direct
dependency between the dispatch and implementation classes.

Framework interfaces

Class Auto- Purpose

generated

Interface Yes C++ interface class. Defines published/unpublished API.

All server caller code dependent on this business object
works with only this interface.

Dispatch Yes Implements the interface. Provides the overriding and

extensibility (pre/post) capabilities to the business
object.

Generated Implementation Yes C++ abstract Class. This class provides methods to
(GenImpl) get/set attribute values in the database and any other
helper methods needed by the implementation.

Implementation No Implementation class. The developer implements the

(Impl) core business logic for the business object in this class.

Delegate Yes C++ abstract class. This class breaks the direct
dependency between the dispatch and implementation
classes.

2-82 Server Customization, Teamcenter 14.2

Note:
Code is autogenerated in the Business Modeler IDE by opening the Advanced perspective, right-
clicking your project folder in the Business Objects view, and choosing Generate Code→C++
classes.

Data model customization framework tier structure

In data model framework customization, most of the code pieces are autogenerated, while you only
need to write code in the implementation (Impl) file, as shown in the following figure.

First you create the business objects and operations, and their definitions are deployed to the database
without writing any code. Then you generate code, creating boilerplate files that provide inheritance
and overriding behavior to the business object. Finally, you write the custom logic for the operation in
the stub provided in the Impl file.

Generated code

Server interaction with the framework

The data model customization framework supports a single coherent mechanism for developing new
business functionality by defining business logic on business objects. This framework isolates business
logic in one location: the Impl class, as shown in the following figure.

Server Customization, Teamcenter 14.2 2-83

Basic tasks for data model customization

Enable data-model-based customization

To enable server customization, configure the Business Modeler IDE to generate C++ boilerplate code
and write implementation code.

1. Install the Business Modeler IDE.

In the Solutions panel of the Teamcenter Environment Manager (TEM), select Business Modeler
IDE.

2. Create a project in the Business Modeler IDE.

Choose File→New→Project, and in the New Project dialog box, choose Business Modeler
IDE→New Business Modeler IDE Template Project.

As you work through the wizard, ensure that you fill in the Code Generation Information dialog
box and the Build Configuration Information dialog box.

3. Set up the coding environment in the Advanced perspective of the Business Modeler IDE.

Create the following objects:

• Release

In the Extensions view, choose Code Generation→Releases, right-click the Releases folder and
choose New Release.

• Library

In the Extensions view, choose Code Generation→Libraries, right-click the Releases folder and
choose New Library.

• External data types (if needed)

In the Extensions view, open the Code Generation→Data Types folder, and right-click the
External Data Type folder and choose New External Data Type.

After the environment is set up, you are ready to create C++ customizations.

2-84 Server Customization, Teamcenter 14.2

Subclass and extend operations

The focus of server customization is defining business logic on business objects. To perform this kind of
customization, you must use the Business Modeler IDE to create custom business objects and then place
operations on those business objects.

1. Access the Advanced perspective by choosing Window→Open Perspective→Other→Advanced.

2. Create a custom business object.

In the Business Objects view, right-click the business object you want to extend (for example,
Item) and choose New Business Object.

3. Create an operation on a custom business object or property, or override an operation.

In the Business Objects view, right-click the custom business object, choose Open, and in the
resulting editor, click the Operations tab.

Perform any of the following:

• To add a business object operation, click the Operations folder and click the Add button.

• To add a property operation, click a custom property in the Property Operations folder and click
the Add button.

• To override an operation, click the operation you want to override in the Operations or the
Property Operations folder, and click the Override button. (The Override button is available if
the operation is inherited from a parent business object, is marked that it can be overridden, and
is not already overridden.)

4. Save the new business object and the operation changes.

Choose File→Save Data Model, or click the Save Data Model button on the main toolbar.

5. Generate code.

In the Business Objects view, right-click your project folder and choose Generate Code→C++
classes.

6. Write an implementation in the generated business_objectImpl.cxx file.

Right-click in the Navigator view and choose Refresh. Add your implementation at the bottom of
the Source Folder\library\business_objectImpl.cxx file where it contains the following text:

** Your Implementation **

Server Customization, Teamcenter 14.2 2-85

7. Build the libraries containing server code.

Choose Project→Build Project.

8. Package your template.

Choose File→New→Other, and in the New dialog box, choose Business Modeler IDE→Generate
Software Package. This packages your changes into a template that can be installed to a test
server.

Note:
You cannot use live update to distribute codeful customizations to a server. The Business
Modeler IDE packages the built C++ library as part of its template packaging. The complete
solution that includes the data model and the C++ run-time libraries are packaged together.

9. Install the template to a test server to verify the new functionality.

After packaging, copy the resulting files from your project\output\packaging directory to a
directory on the test server where you want to install the template.

Using the Teamcenter Environment Manager (TEM), in the Features panel, click the Browse
button on the lower right side of the panel to browse to the directory where you have copied the
template files.

Perform C++ coding

Perform C++ coding in the C/C++ perspective in the Business Modeler IDE.

1. Access the Advanced perspective by choosing Window→Open Perspective→Other→Advanced.

2. After writing a new operation or overriding an operation, generate the boilerplate code.

In the Business Objects view, right-click your project folder and choose Generate Code→C++
classes.

3. Switch to the C/C++ perspective

Choose Window→Open Perspective→Other→C/C++.

4. Open the code file.

Right-click the Source Folder\library\business_objectImpl.cxx file in the Navigator view and select
Open or Open With.

The file opens in an editor.

2-86 Server Customization, Teamcenter 14.2

5. Write the implementation.

Add your implementation at the bottom of the business_objectImpl.cxx file where it contains the
following text:

** Your Implementation **

The implementation you write depends on what you want to accomplish:

• Create a new operation

For example, you add an operation named myOperation to the MyObject business object. The
business logic for the myOperation operation needs to be implemented in the
MyObjectImpl::myOperationBase method:

/**
* This is a test operation.
* @param testParam — Test Parameter
* @return — Status. 0 if successful
*/
int MyObjectImpl::myOperationBase( int testParam )
{
// Your Implementation
}

• Override an operation

For example, you override the myOperation operation in the MySubObject business object. The
business logic for the override needs to be implemented in the
MySubObjectImpl::myOperationBase method. It needs to call
MySubObjectGenImpl::super_myOperationBase to invoke the parent implementation:

/**
* This is a test operation.
* @param testParam — Test Parameter
* @return — Status. 0 if successful
*/
int MySubObjectImpl::myOperationBase( int testParam )
{
// Your Implementation

// Invoke super implementation

stat = MySubObjectGenImpl::super_myOperationBase( int
testParam );

Server Customization, Teamcenter 14.2 2-87

// Your Implementation

Note:
You should not call MyObjectImpl::myOperationBase for invoking parent
implementation.

• Call another operation

For example, you want to call the myOperation2 operation from the myOperationBase
method. The myOperationBase method should invoke the myOperation2 operation on itself:

/**
* This is a test operation.
* @param testParam — Test Parameter
* @return — Status. 0 if successful
*/
int MyObjectImpl::myOperationBase( int testParam )
{
// Your Implementation

// Invoke another operation

// Generate in MyObjectGenImpl
myOperation2( int testParam );

// Your Implementation

The myOperation2 operation is auto-generated in the MyObjectGenImpl implementation.

Note:
You should not call MyObjectImpl::myOperation2Base.

Working with the create operation

The create operation

The create operation is an interface operation. You can view this operation and its child operations in
the Business Modeler IDE on the Operation tab for all business objects.

2-88 Server Customization, Teamcenter 14.2

The create operation in turn calls a protected method, createBase, that is implemented as an
orchestration method and is not overridable, as shown in the following example:

int POM_objectImpl::createBase( Teamcenter::CreateInput * creInput )

{
try
{
ResultStatus stat;
stat = finalizeCreateInput(creInput);
stat = validateCreateInput(creInput);
stat = createInstance(creInput);
stat = setPropertiesFromCreateInput(creInput);
stat = createPost(creInput);
}

The child operations that are marked in bold in the example can be overridden at a child business object:

• finalizeCreateInput operation

Override this operation to implement any special business logic code for handling computed
properties. Use it to:

• Compute property values if not defined.

• Assign a computed value to the CreateInput object using generic get/set APIs.

For example, the item_id value is computed using the existing USER_new_item_id user exit in the
following method:

ItemImpl::finalizeCreateInputBase (Teamcenter::CreateInput * creInput )

Note:
Whereas the USER_new_item_id user exit is used to create the ID for a single item, the
USER_new_item_ids user exit is used for bulk creation of the IDs for all the associated objects
that are created at the same time as the item (revisions, forms, and so on).

• validateCreateInput operation

Override this operation to implement any special business logic code for validating the CreateInput.
You can use it to perform uniqueness validation, for example, the item_id input is unique.

• setPropertiesFromCreateInput operation

Server Customization, Teamcenter 14.2 2-89

Override this operation to implement any special business logic code for populating the POM
instance. Use it to:

• Populate input values onto the corresponding attributes of the POM instance. (This is implemented
generically at the POM_object level.)

• Populate or initialize special attributes in terms of special business logic. (This should be avoided.)

• createPost operation

Override this operation to implement any special business logic code for creating compounded
objects.

• Create compound objects or secondary objects.

• Assign compound or secondary objects to the primary object through references or GRM relations.

For example, the master form and item revision on an Item business object are created in:

ItemImpl::createPostBase( Teamcenter::CreateInput * creInput )

Note:
The create operation logically creates objects and then the save operation commits the changes to
the database. This pattern must be followed whenever the object creation is initiated. Following
this pattern requires that any postactions on the create operation should not assume the existence
of the objects in the database. If database interactions like queries or saving to the database
against the newly created objects are needed in the postactions, they must be attached as a
postaction to the save message and not the create message. The save message is initiated
following the create or modify operation. To distinguish between the save types, use the following
C API:

TCTYPE_ask_save_operation_context

Implement the create operation on a new business object

1. Use the Operation Descriptor tab on the new business object to configure its creation properties.

2. Override the child operations on the create operation in the Operations tab for the new business
object.

3. Generate the C++ code in the Advanced perspective by right-clicking your project folder in the
Business Objects view and choosing Generate Code→C++ classes.

4. Implement custom create business logic in the generated Impl file.

2-90 Server Customization, Teamcenter 14.2

Single API signature for the create operation

The data model customization framework uses a single C++ API for creating any business object:
CreateInput. It works with the creInput object to hold name/value pairs that are used for the business
object creation.

The single API structure:

• Enables each business object to have its own set of attributes that can be passed into the create
operation.

• Allows a business object to override the parent create operation to add additional validations or to
handle additional processing.

• Handles additional properties added to a COTS business object by an industry vertical solution or a
customer.

• Handles sub-business objects in a codeless manner (no code generation and writing code) when they
are added by the core model, an industry vertical solution, or a customer.

The metadata for the CreateInput API is different for different business objects and is configured on the
Operation Descriptor tab for the business object in the Business Modeler IDE. This metadata is inherited
and can be overridden down the business object hierarchy. You can add additional attributes, and clients
can query this metadata to provide the appropriate create user interface.

Server Customization, Teamcenter 14.2 2-91

Single API signature for the create operation

Calling generic creation C++ API at the server side

To call the generic creation CreateInput C++ API at the server side, follow these steps:

1. Construct a CreateInput object.

2. Populate the CreateInput object with the input data, using generic property set (C++) APIs.

3. Construct CreateInput objects for compounded objects and populate and assign them to the
CreateInput object of the primary object.

4. Call generic creation by passing in the CreateInput object.

5. Save the primary object.

6. Delete all the CreateInput objects.

The resulting code might appear similar to the following sample:

2-92 Server Customization, Teamcenter 14.2

Int MyBoImpl::myOpBase( … )
{
//your implementation

//Calling Generic Creation (C++)

Teamcenter::CreateInput* pItemCreInput = dynamic_cast<Teamcenter::CreateInput*>
(Teamcenter::BusinessObjectRegistry::instance().createInputObject
(“Item”, OPERATIONINPUT_CREATE));
pItemCreInput->setString("item_id", item_id, false);

Teamcenter::CreateInput* pRevisionCreInput = dynamic_cast<Teamcenter::CreateInput*>

(Teamcenter::BusinessObjectRegistry::instance().createInputObject(“ItemRevision”,
OPERATIONINPUT_CREATE));
pRevisionCreInput->setString("item_revision_id", rev_id, false);

tag_t item_rev_createinput_tag =
((Teamcenter::BusinessObject*)pRevisionCreInput)->getTag();
pItemCreInput->setTag("revision", item_rev_createinput_tag, false);

pItem = dynamic_cast<Teamcenter::Item
*>(Teamcenter::BusinessObjectRegistry::instance().
createBusinessObject(pItemCreInput));

Calling generic creation Teamcenter Services API from the client

1. Construct a CreateInput object and populate the input into the appropriate property value map.

2. Construct a CreateInput object for the compounded objects and populate and assign them into the
compound object map.

3. Make a single services invocation to create the business object.

The resulting code may appear similar to the following example:

CreateIn createIn = new CreateIn();

createIn.data.boName = "Item";
createIn.data.stringProps.put("item_id", "Item001”);

CreateInput revCreateIn = new CreateInput();

revCreateIn.boName = "ItemRevision";
revCreateIn.stringProps.put("item_revision_id","ItemRevSOATest");

CreateInput itemMasterCreateIn = new CreateInput();

itemMasterCreateIn.boName = "Item Master";
itemMasterCreateIn.stringProps.put("project_id", "ItemProjectID");

CreateInput itemRevMasterCreateIn = new CreateInput();

itemRevMasterCreateIn.boName = "ItemRevision Master";
itemRevMasterCreateIn.stringProps.put("project_id", "ItemRevProjID");

revCreateIn.compoundCreateInput.put("IMAN_master_form_rev", new CreateInput[]

{itemRevMasterCreateIn});
createIn.data.compoundCreateInput.put("revision", new CreateInput[]{revCreateIn});
createIn.data.compoundCreateInput.put("IMAN_master_form", new CreateInput[]

Server Customization, Teamcenter 14.2 2-93

{itemMasterCreateIn});

// Call the createObjects operation

CreateResponse resp = dataMgtService.createObjects(new CreateIn[]{createIn});

Note:
Whereas the createObjects service operation is used to create a single object, the
bulkCreateObjects service operation is used for bulk creation of all the associated objects when
you create an object with associated objects, such as an item business object.

Call Teamcenter C++ API

You can call the standard Teamcenter C++ API in your C++ implementation code.

Reference information about Teamcenter C++ APIs can be found in the C++ API Reference. (The
Integration Toolkit Function Reference is available on Support Center.)

When you reference Teamcenter C++ API, typically, the customization code starts with a tag_t tag, then
constructs a business object reference with the itemTag tag, and finally calls the C++ API, as in the
following example:

#include <metaframework/BusinessObjectRef.hxx>
#include <fclasses/ifail.hxx>
#include <tccore/Item.hxx>

typedef unsigned int tag_t;

#define ITK_ok 0
#define EMPTY_ITEM_ID 101; // error code to be defined
#define UNKNOWN_ERROR 201; // error code to be defined

int setWsoObjectDescAndCheckItemId (tag_t itemTag, const std::string& description)

{
int ifail = ITK_ok;

// create a smart pointer of Item Type from object tag

BusinessObjectRef<Teamcenter::Item> item(itemTag);
try
{
if (description.empty())
{

// execute Teamcenter::WorkspaceObject::setObject_desc method

// Note that WorkspaceObject is the parent BusinessObject of Item
if ((ifail = item->setObject_desc(description, true)) != ITK_ok )
{
return ifail;
}
}
else
{
// execute Teamcenter::WorkspaceObject::setObject_desc method
if (( ifail=item->setObject_desc(description))!= ITK_ok)
{

2-94 Server Customization, Teamcenter 14.2

return ifail;
}
}
std::string itemId;
bool isNull = false;
// execute Teamcenter::Item::getItem_id method
if ((ifail = item->getItem_id( itemId, isNull))!= ITK_ok )
{
return ifail;
}
if ( isNull )
{
return EMPTY_ITEM_ID; // empty item_id
}

}
catch ( IFail &ex )
{
return ex;
}
catch (...)
{
printf ("\n uncepted exception captured; please report errors. \n");
return UNKNOWN_ERROR;
}
return ITK_ok;

Server Customization, Teamcenter 14.2 2-95

2-96 Server Customization, Teamcenter 14.2

© 2022 Siemens
3. Teamcenter Services customization
Introduction to Teamcenter Services customization
Teamcenter Services are a collection of Teamcenter operations. Teamcenter Services are used to
integrate your company's applications to Teamcenter.

Services are organized as follows:

• Operations

Define discrete functions, such as create, checkin, checkout, and so on. Operations are used for all
internal Teamcenter actions and are called by external clients to connect to the server.

• Services

Organize operations into groups having to do with a specific area.

• Libraries

Place similar services together.

Teamcenter ships with service libraries and interfaces to build applications in Java, C++, and C# (.NET),
allowing you to choose the method that best fits with your environment. Teamcenter also ships with
WS-I compliant WSDL files for all operations. To see these libraries, see the soa_client.zip file on the
installation source.

A Services Reference is available in the Teamcenter HTML help.

Note:
It is not available in the PDF help.

Enable Teamcenter Services customization

To enable Teamcenter Services customization, configure the Business Modeler IDE to create services and
write the implementation code.

1. Install the Business Modeler IDE.

In the Solutions panel of the Teamcenter Environment Manager (TEM), select Business Modeler
IDE.

Server Customization, Teamcenter 14.2 3-1

During installation, you are asked to enter the location of a Java Development Kit (JDK) on your
system. After installation, verify that the JDK is set in the install-location\bmide\client\bmide.bat
file, for example:

set JRE_HOME=C:\Program Files (x86)\Java\jre7

set JAVA_HOME=C:\Program Files (x86)\Java\jdk1.7.0
set JDK_HOME=C:\Program Files (x86)\Java\jdk1.7.0

2. Create a project in the Business Modeler IDE.

Choose File→New→Project, and in the New Project dialog box, choose Business Modeler
IDE→New Business Modeler IDE Template Project.

As you work through the wizard, ensure that you fill in the Code Generation Information dialog
box and the Build Configuration Information dialog box.

3. Set up the services creation environment in the Business Modeler IDE.

Create the following objects:

• Release

In the Extensions view of the Advanced perspective, choose Code Generation→Releases,

right-click the Releases folder, and choose New Release.

Ensure that you select the Set as Current Release check box to indicate that this release is the
active one to use for your new services. In the Service Version box, type the version of the
services you plan to create in the release using format _YYYY_MM, for example, _2011_10. You
must fill in the Service Version box if you plan to create services for this release.

• Service library

In the Extensions view, choose Code Generation→Services, right-click the Services folder and
choose New Service Library.

After the environment is set up, you are ready to create services.

Basic tasks for Teamcenter Services customization

Add Teamcenter Services

Use the Business Modeler IDE to add Teamcenter Services and operations.

1. Add a service.

3-2 Server Customization, Teamcenter 14.2

In the Extensions view of the Advanced perspective, expand the Code Generation→Services
folders, right-click the service library in which you want to create the new service, and choose New
Service.

2. Add service data types (if needed). Service data types are used by service operations as return data
types and can also be used as parameters to operations.

Right-click the service, choose Open, click the Data Types tab, and click the Add button.

3. Add service operations.

Right-click the service, choose Open, click the Operations tab, and click the Add button.

4. Generate service artifacts.

Right-click the Code Generation→Services folder and choose Generate Code→Service Artifacts.
To generate code only for a particular service library, select only the service library.

5. Write implementations of the service operations.

To see the generated files, right-click in the Navigator view and choose Refresh. By default, the
generated service artifacts are placed in the Source Folder\service-library folders.

Write implementations in the generated serviceimpl.cxx files where it contains the text: TODO
implement operation.

6. Build the libraries containing server code.

In the Navigator view, right-click the project and choose Build Configurations→Build→All.

7. Package your template.

Choose File→New→Other, and in the New dialog box, choose Business Modeler IDE→Generate
Software Package. This packages your changes into a template that can be installed to a test
server.

Note:
You cannot use live update to distribute codeful customizations to a server.

8. Install the template to a test server to verify the new functionality.

After packaging, copy the resulting files from your project\output\packaging directory to a
directory on the test server where you want to install the template.

Server Customization, Teamcenter 14.2 3-3

Connect a client to Teamcenter Services

Use Teamcenter Services samples as a guideline to create your own clients to connect to the server-side
Teamcenter Services.

You can use the services sample client applications as a guideline to configure your own clients. Sample
clients are provided in the soa_client.zip file on the Teamcenter software distribution image. When you
unzip the soa_client.zip file, the cpp, java, and net folders are created, and under each is a samples
folder that contains sample clients. For more information about how to configure your own client, look
at the source files provided with the samples.

Services

Process for creating services in the Business Modeler IDE

You can create your own Teamcenter services and service operations using the Business Modeler IDE.

A service is a collection of service operations that all contribute to the same area of functionality. A
service operation is a function, such as create, checkin, checkout, and so on. Service operations are used
for all internal Teamcenter actions, and are called by external clients to connect to the server.

When you use the Business Modeler IDE to create your own services and service operations, follow this
process:

1. Set up code generation.

2. Add a service library.

3. Add a service.

4. Add service data types.

5. Add service operations.

6. Generate service artifacts.

7. Write implementations of the service operations.

8. Build server and client libraries.

3-4 Server Customization, Teamcenter 14.2

Teamcenter ships with service libraries and interfaces to build applications in Java, C++, and C# (.NET),
allowing you to choose the method that best fits with your environment. Teamcenter services also ships
with WS-I compliant WSDL files for all operations. To see these libraries, see the soa_client.zip file on
the installation source.

Add a service library

A service library is a collection of files used by a service and its operations that includes programs,
helper code, and data. Services are grouped under service libraries. You must create a service library
before you create a service.

1. Right-click the project and choose Organize→Set active extension file.

You can create your own XML file, such as services.xml. In the Project Files folder, right-click the
extensions folder and choose Organize→Add new extension file.

2. Choose one of these methods:

• On the menu bar, choose BMIDE→New Model Element, type Service Library in the Wizards
box, and click Next.

• Open the Extensions\Code Generation folders, right-click the Services folder, and choose New
Service Library.

The New Service Library wizard runs.

3. Perform the following steps in the Service Library dialog box:

a. In the Name box, type the name you want to assign to the new service library.

Server Customization, Teamcenter 14.2 3-5

When you name a new data model object, a prefix from the template is automatically affixed
to the name to designate the object as belonging to your organization. The letters Soa are
added to the prefix for service library names, for example, A4_Soa.

b. In the Description box, type a description of the new service library.

c. If this library requires other libraries in order to function, click the Add button to the right of
the Dependent On box to select other libraries.

Design Intent:
This option updates the build files with linking information.

d. Click Finish.

The new library appears under the Services folder.

4. To save the changes to the data model, choose BMIDE→Save Data Model, or click the Save Data
Model button on the main toolbar.

5. Create services to go into the library. Right-click the library and choose New Service.

Add a service

A service is a collection of Teamcenter actions (service operations) that all contribute to the same area
of functionality. Before you can add a service, you must create a service library to place the service into.

Teamcenter ships with its own set of services and service operations to which you can connect your own
client. See the soa_client.zip file on the installation source.

1. Expand the Extensions\Code Generation\Services folders.

2. Under the Services folder, select a service library to hold the new service, or create a new service
library to hold the new service.

3. Right-click the custom service library in which you want to create the new service, and choose New
Service.

The New Service wizard runs.

3-6 Server Customization, Teamcenter 14.2

4. Perform the following steps in the Service dialog box:

a. The Template box displays the project to which this new service is added.

b. In the Name box, type the name you want to assign to the new service.

c. Click the Description button to type a description of the new service.

d. Click the Dependencies button to select services that the new service is dependent upon. You
can use the Ctrl or Shift keys to select multiple services.

Design Intent:
This is a documentation option for your reference. It has no impact on build files or
linking.

Server Customization, Teamcenter 14.2 3-7

e. Click Finish.

The new service appears under the service library in the Services folder.

5. To save the changes to the data model, choose BMIDE→Save Data Model, or click the Save Data
Model button on the main toolbar.

6. Create data types and operations for the service. Right-click the service, choose Open, and click
the Data Types tab or the Operations tab.

Service data types

Introduction to service data types

Service data types are used by service operations as return data types and can also be used as
parameters to operations. When you create a service operation, service data types are shown as
Generated data types in the Choose a Data Type Object dialog box. The data types on a service library
are defined for use only by that library and are not shared with other libraries.

To create a service data type, open a service, click the Data Types tab, and click the Add button. You can
create the following kinds of service data types:

• Structure

Contains a set of types. Corresponds to a C++ struct data type.

• Map

3-8 Server Customization, Teamcenter 14.2

Links one type to another. Corresponds to a C++ typedef data type.

• Enumeration

Contains a list of possible values. Corresponds to a C++ enum data type.

Add a structure data type

A structure data type is a kind of service data type that contains a set of types. It corresponds to a C++
struct data type. Service structures can be composed of many types: primitive types, string,
enumerations, maps, business objects, structures (for example, ServiceData), as well as vectors of these
(except for ServiceData).

Note:
Service data types are used only by the service library for which they are created.

1. Ensure that you have set the proper active release for the data type. Open the Extensions\Code
Generation\Releases folders, right-click the release, and choose Organize→Set as active
Release. A green arrow in the release symbol indicates it is the active release.

2. Expand the Code Generation\Services folders.

3. Under the Services folder, open a service library and select the service to hold the new data type.
You must create a service library and service before you create a service data type.

4. Right-click the service in which you want to create the new data type, choose Open, and click the
Data Types tab.

5. Click the Add button on the Data Types tab.

The Complex Data Type wizard runs.

Server Customization, Teamcenter 14.2 3-9

6. Select Structure and click Next.

The Structure dialog box is displayed.

7. Perform the following steps in the Structure dialog box:

a. The Template box defaults to the already-selected project.

b. In the Name box, type the name you want to assign to the new data type.

c. Select the Published check box to make the data type available for use by client applications.
Clear the box to unpublish the type, and to put it into an Internal namespace. Unpublished
types can only be used by unpublished operations (published can be used by either).

d. Click the Add button to the right of the Data Type Elements table to add elements to the
structure data type.

The Structure Element dialog box is displayed.

3-10 Server Customization, Teamcenter 14.2

Perform the following steps in the Structure Element dialog box:

A. In the Name box, type a name for the new element.

B. Click the Browse button on the Type box to select the data type object to use for the
element.

Note:
When defining service types or operations, you can only reference structure data
types from a previous release or only map data types or enumeration data types
from the same release.

C. Click the Edit button to type a description for the new element.

D. Click Finish.

e. Click the Add button again to add more elements to the structure data type. The Structure
Elements table shows a preview of the new data type.

f. Click the Description button to type a description for the new structure.

g. Click Finish.

The new data type displays on the Data Types tab. To see the characteristics of the data type,
select it and click Data Type Definition on the right side of the editor.

8. To save the changes to the data model, choose BMIDE→Save Data Model, or click the Save Data
Model button on the main toolbar.

Server Customization, Teamcenter 14.2 3-11

9. Write a service operation that uses the new data type. When you create a service operation,
service data types are shown as Generated data types in the Choose a Data Type Object dialog
box.

Add a map data type

A map data type is a kind of service data type that links one type to another. It corresponds to a C++
typedef data type of the std::map form. A map data type consists of two components, a key type and a
value type.

Note:
Service data types are used only by the service for which they are created.

2. Expand the project and the Code Generation\Services folders.

3. Under the Services folder, open a service library and select the service to hold the new data type.
You must create a service library and service before you create a service data type.

4. Right-click the service in which you want to create the new data type, choose Open, and click the
Data Types tab.

5. Click the Add button on the Data Types tab.

The Complex Data Type wizard runs.

6. Select Map and click Next.

3-12 Server Customization, Teamcenter 14.2

The Map dialog box is displayed.

7. Perform the following steps in the Map dialog box:

a. In the Name box, type a name for the data type.

b. Click Browse to the right of the Key Type box to select the key to use for this map.

Note:
When defining service types or operations, you can only reference structure data types
from a previous release or only map data types or enumeration data types from the
same release.

c. Click the Browse button to the right of the Value Type box to select the value to use for this
map.

d. Select the Published check box to make the data type available for use by client applications.
Clear the box to unpublish the type, and to put it into an Internal namespace. Unpublished
types can only be used by unpublished operations (published can be used by either).

Server Customization, Teamcenter 14.2 3-13

e. Click the Description button to type a description for the new data type.

f. Click Finish.

The new data type displays on the Data Types tab. To see the characteristics of the data type,
select it and click Data Type Definition on the right side of the editor.

8. To save the changes to the data model, choose BMIDE→Save Data Model, or click the Save Data
Model button on the main toolbar.

9. Write a service operation that uses the new data type. When you create a service operation,
service data types are shown as Generated data types in the Choose a Data Type Object dialog
box.

Add an enumeration data type

An enumeration data type is a kind of service data type that contains a list of possible values. It
corresponds to a C++ enum data type. An enumeration data type consists of string names known as
enumerators.

Note:
Service data types are used only by the service for which they are created.

2. Expand the Code Generation\Services folders.

3. Under the Services folder, open a service library and select the service to hold the new data type.
You must create a service library and service before you create a service data type.

4. Right-click the service in which you want to create the new data type, choose Open, and click the
Data Types tab.

3-14 Server Customization, Teamcenter 14.2

5. Click the Add button on the Data Types tab.

The Complex Data Type wizard runs.

6. Select Enumeration and click Next.

The Enumeration dialog box is displayed.

Server Customization, Teamcenter 14.2 3-15

7. Perform the following steps in the Enumeration dialog box:

a. In the Name box, type the name you want to assign to the new data type.

b. Select the Published check box to make the data type available for use by client applications.
Clear the box to unpublish the type, and to put it into an Internal namespace. Unpublished
types can only be used by unpublished operations (published can be used by either).

c. Click the Add button to the right of the Enumerators box to add enumerators to the data
type.

The New Enumeration Literal wizard runs. Type a value in the Value box and click Finish.

d. Click the Add button again to add more enumerators to the data type, or click the Remove
button to remove enumerators.

e. Click the Description button to type a description for the new data type.

f. Click Finish.

3-16 Server Customization, Teamcenter 14.2

The new data type displays on the Data Types tab. To see the characteristics of the data type,
select it and click Data Type Definition on the right side of the editor.

8. To save the changes to the data model, choose BMIDE→Save Data Model, or click the Save Data
Model button on the main toolbar.

9. Write a service operation that uses the new data type. When you create a service operation,
service data types are shown as Generated data types in the Choose a Data Type Object dialog
box.

Add a service operation

A service operation is a function, such as create, checkin, checkout, and so on. Group service operations
under a service to create a collection of operations that all contribute to the same area of functionality.
You must create a service library and a service before you can create a service operation.

Note:
Teamcenter ships with its own set of services and service operations to which you can connect
your own client. See the soa_client.zip file on the installation source.

2. Expand the Code Generation\Services folders.

3. Under the Services folder, open a service library and select the service to hold the new service
operation. You must create a service library and service before you create a service operation.

4. Right-click the service in which you want to create the new service operation, choose Open, and
click the Operations tab.

Server Customization, Teamcenter 14.2 3-17

5. Click the Add button on the Operations tab.

The New Service Operation wizard runs.

3-18 Server Customization, Teamcenter 14.2

6. Perform the following steps in the Service Operation dialog box:

a. In the Name box, type the name you want to assign to the new service operation.

The operation name combined with its parameters must be unique within this service. An
operation name can only be reused if the duplicate name is in a different version.

b. Click the Browse button to the right of the Return Type box to select the data type to be used
to return data:

• bool

Returns a Boolean value (true or false). The bool data type is a primitive data type.

• std::string

String from the standard namespace. The std::string data type is an external data type.

• Teamcenter::Soa::Server::ServiceData

Returns model objects, partial errors, and events to the client application. If you select the
ServiceData type, include it only in the top-level structure that a service is returning. The
ServiceData data type is an external data type.

You can also create your own structure service data types and select them in this dialog box.

Note:
When defining service types or operations, you can reference only structure data types
from a previous version, or only map data types or enumeration data types from the
same version.

c. Select the Published check box to make the operation available for use by client applications.
Clear the box to unpublish the operation and place it into an Internal namespace.

d. Select the Throws Exception check box if a return error causes an exception to be thrown.

This enables the Exception Condition button.

e. To set parameters on the service operation, click the Add button to the right of the
Parameters table.

The New Service Operation Parameter wizard runs.

Server Customization, Teamcenter 14.2 3-19

Perform the following steps in the Parameter dialog box:

A. In the Name box, type a name for the parameter.

B. Click the Browse button to the right of the Type box to select a data type to hold the
parameter.

In the Choose a Data Type Object dialog box, you can select the following data types to
filter out:

• Primitive

Generic data types. Only boolean, double, float, and int are available for services.

• External

Standard data types. Only those listed are available for services; they are defined by
Teamcenter.

• Template

Data types that allow code to be written without consideration of the data type with
which it is eventually used. Only vector is available for services.

• Interface

Data types for returning business objects. Only business objects with their own
implementation are selectable. For business objects without their own
implementation, select the closest parent instead.

3-20 Server Customization, Teamcenter 14.2

• Generated

Service data types, such as structure, map, and enumeration data types. Only the data
types set up for this service are shown as being available for this service. However, you
can type in the name of a data type that is in another service as long as it is in the
same service library.

Note:
When defining service types or operations, you can only reference structure data
types from a previous release or only map data types or enumeration data types
from the same release.

C. Click the arrow in the Qualifier box to select the qualifier for the return value. Only the
valid qualifiers display depending on the type of parameter selected.

• &

Reference variable.

• *

Pointer variable.

• **

Double pointer. (Pointer to a pointer.)

• []

Array container.

D. Click the Edit button to type a complete description of this input parameter.

Follow these best practices:

• Specify what this argument represents and how it is used by the operation.

• Specify if this parameter is optional. For an optional argument, describe the behavior
if the data is not passed for that argument.

• Describe the result if a specific value is passed to this argument.

• Describe how data is to be serialized or parsed if the parameter type hides multiple
property types behind a string.

Server Customization, Teamcenter 14.2 3-21

• Avoid specifying just the type in the description. In case of hash maps, document the
type of the map key and values.

• Use complete sentences.

• Use correct formatting with fixed and bold text where appropriate.

• Use correct Teamcenter terminology.

• Define acronyms before using them.

E. Click Finish.

The Parameters table displays the new parameter.

f. Click the Operation Description box to type a complete description of the functionality
exposed through the service operation.

Follow these best practices:

• Describe what this operation does. Explain more than simply stating the method name.

• Make the description complete in its usefulness. Keep in mind the client application
developer while writing the content.

• Whenever appropriate, describe how each argument works with other arguments and gets
related to each other when this operation completes.

• Use correct formatting with fixed and bold text where appropriate.

• Use correct Teamcenter terminology.

• Define acronyms before using them.

g. Click the Return Description button to type a complete description of what the service
operation returns. Follow these best practices:

• Describe what the output represents and provide high-level details of the output data. Do
not specify only the type of service data returned.

• Describe any partial errors returned.

• Specify returned objects that are created, updated, or deleted as part of service data.

• Use complete sentences.

3-22 Server Customization, Teamcenter 14.2

• Use correct formatting with fixed and bold text where appropriate.

• Use correct Teamcenter terminology.

• Define acronyms before using them.

h. Click the Exception Condition button to type a complete description of conditions that must
be met for the operation to throw an exception.

This box is enabled when the Throws Exception check box is selected.

i. Click the Use Case button to describe how the user interacts with this operation to
accomplish the operation’s goal. Follow these best practices:

• Document when and why this operation can be consumed.

• Describe how operations interrelate to satisfy the use case (if there is interrelation between
operations).

• Use complete sentences.

• Specify all possible use cases.

• Use correct formatting with fixed and bold text where appropriate.

• Use correct Teamcenter terminology.

• Define acronyms before using them.

j. Click the Dependencies button to select the other operations that are used in conjunction
with this operation to accomplish the goal.

Design Intent:
This is a documentation option for your reference. It has no impact on build files or
linking.

k. Click the Teamcenter Component button to select the component you want to tag this
operation as belonging to. Teamcenter Component objects identify Teamcenter modules
that have a specific business purpose.

Tip:
Create your own custom components to use for tagging your service operations. To
create your own custom components, right-click Teamcenter Component in the

Server Customization, Teamcenter 14.2 3-23

Extensions folder, choose New Teamcenter Component, and type the details for the
name, display name, and description. In the Name box, you can either choose your
template name or choose a name to help you easily organize and identify your set of
service operations. After the component is created, it appears in the list of available
components.

l. The preview pane shows how the operation information appears in the service API header.

Click Finish.

The new service operation displays on the Operations tab. To see the characteristics of the
operation, select it and click Operation Definition on the right side of the editor.

7. To save the changes to the data model, choose BMIDE→Save Data Model, or click the Save Data
Model button on the main toolbar.

8. Generate service artifacts. Right-click the service containing the service operation and choose
Generate Code→Service Artifacts.

Formatting text with the Description Editor dialog box

Use the Description Editor dialog box to format description text. This editor is displayed while you are
creating or modifying a service, service operation, or service data type.

Click the buttons at the top of the editor to format the text:

• Bold

3-24 Server Customization, Teamcenter 14.2

Applies a bold font to the selected text. You can also apply bold text by pressing the CTRL+B keys.

• Italics

Applies italicized font to the selected text. You can also apply italicized font by pressing the CTRL+I
keys.

• Bullets

Applies bullets to the selected items. You can also apply bullets by pressing the CTRL+P keys.

• Variable

Applies a fixed-width font (such as Courier) to the selected text to designate that the text is a variable.
You can also apply the variable format by pressing the CTRL+O keys.

• Check Spelling

Performs a spell check for the text in the Description Editor dialog box. You can also perform a spell
check by pressing the CTRL+S keys.

Generate service artifacts

After you create operations, you must generate the service artifacts (source code files) from the
operations and write your implementations in an outline file. Using the Generate Code→Service
Artifacts menu command, you can generate the service source code files.

1. Write operations for a service.

2. Ensure that the code generation environment is set up in the project the way you want it.

a. Right-click the project folder and choose Properties.

b. Choose Teamcenter→Build Configuration and Teamcenter→Code Generation.

3. To generate code for all services, open the Extensions\Code Generation folders, right-click the
Services folder, and choose Generate Code→Service Artifacts.

In addition to generating source code files for the customization, the generate process also creates
makefiles for C++ artifacts, Ant build.xml files for Java artifacts, and .csproj files for .NET artifacts,
which are used to compile the source code. There is a platform-specific makefile created in the
project’s root folder (for example, makefile.wntx64) and there are also a number of platform-
neutral build files created under the build folder for each library that is defined in the template. All
of these build files may be persisted and are only updated by the Business Modeler IDE when
something changes (such as a new library is defined or build options are changed). The root

Server Customization, Teamcenter 14.2 3-25

makefile (for example, makefile.wntx64) is used to compile all library source files for the
template. This includes the autogenerated code and your hand-written implementation code.

4. All generated files are placed in the output/generated folder, with a subfolder for each library. The
implementation stub files are placed under the src/server folder, with a subfolder for each library.

5. Write implementations in the generated serviceimpl.cxx files where it contains the text: TODO
implement operation.

Write a service operation implementation

You can write implementation code for a service operation by using boilerplate source code files. Write
an implementation after you create a service operation and generate the service artifacts.

The Services Reference documents the C++ service APIs. This reference is available on Support Center.

1. Create the operation for which you need to write the implementation.

In the Extensions\Code Generation\Services folder, open a service library. Right-click the service
to hold the new operation, choose Open, click the Operations tab, and click the Add button.

2. Generate the service artifacts.

Right-click the Services folder and choose Generate Code→Service Artifacts. To generate code
only for a particular service library, select only the service library.

3-26 Server Customization, Teamcenter 14.2

3. Locate the generated code files.

To see the generated files, open the Project Files\src\server\service-library folder.

4. Switch to the C/C++ perspective by choosing Window→Open Perspective→Other→C/C++.

5. Write the implementation.

Write an implementation in the generated serviceImpl.cxx files.

Right-click the src\server\service-library\serviceimpl.cxx file and choose Open or Open With. Add
your implementation where it contains the following text:

// Your implementation

Replace // Your implementation with your implementation code, for example:

/**
* Saves the input bom windows. This method can be used to save
* product structures that are created/modified using bom lines.
*
* @param bomWindows Array of bomwindows that need to be saved
* @return SaveBOMWindowsResponse retruns the ServiceData containing updated
* BOMWindow and list of partial errors.
*
*/
Cad::_2008_06::StructureManagementImpl::SaveBOMWindowsResponse
Cad::_2008_06::StructureManagementImpl::saveBOMWindows (
const vector< BusinessObjectRef< Teamcenter::BOMWindow > > &bomWindows )
{
SaveBOMWindowsResponse resp;
ResultStatus rStat;
// loop over the input set, processing each one
for( vector< BusinessObjectRef< BOMWindow > >::const_iterator iter
= bomWindows.begin();
iter != bomWindows.end(); ++ iter )
{
const BusinessObjectRef< BOMWindow > &bomWindow = *iter;
try
{
// validate the input
if(bomWindow.tag() == NULLTAG)
{
ERROR_store( ERROR_severity_error, error-constant );
resp.serviceData.addErrorStack ();
continue;
}
// call tcserver function to process this
rStat = BOM_save_window( bomWindow.tag() );
// include modified objects
resp.serviceData.addUpdatedObject( bomWindow.tag());
}
// process errors as partial failures, linked to this input object

Server Customization, Teamcenter 14.2 3-27

catch( IFail & )

{
ERROR_store( ERROR_severity_error, error-constant);
resp.serviceData.addErrorStack( bomWindow );
}
}
return resp;
}

In the sample, error-constant is replaced with a constant that maps to the correct error message in
the text server. Typically, you create your own error constants. Constants can be exposed through
ITK (for server code customization) by addition of the header file in the kit_include.xml file.

Caution:
This sample is for example only and is not expected to compile in your customization
environment. Do not copy and paste this sample code into your own code.

6. If you want the implementation files to be regenerated after making changes to the services, you
must manually remove or rename the files and then right-click the service and choose Generate
Code→Service Artifacts. The Business Modeler IDE does not regenerate the files if they exist, to
avoid overwriting the implementation files after you edit them.

7. After you write implementations, build server and client libraries.

ServiceData implementation

The ServiceData class is the primary means for returning Teamcenter data model objects. Objects are
sorted in created, deleted, updated or plain lists. These lists give the client application access to the
primary data returned by the service. The Teamcenter Services server-side framework provides the
service implementor access to the following ServiceData class with methods to add objects to the
different lists (tag_t can be passed to these in place of the BusinessObject tag):

class ServiceData
{
public:
void addCreatedObject ( const BusinessObjectRef<Teamcenter::BusinessObject> obj );
void addCreatedObjects( const std::vector<
BusinessObjectRef<Teamcenter::BusinessObject>
>& objs );
void addDeletedObject ( const std::string& uid );
void addDeletedObjects( const std::vector<std::string>& uids );
void addUpdatedObject ( const BusinessObjectRef<Teamcenter::BusinessObject>
obj );
void addUpdatedObjects( const std::vector<
BusinessObjectRef<Teamcenter::BusinessObject>
>& objs );
void addUpdatedObject( const BusinessObjectRef<Teamcenter::BusinessObject> obj,
const std::set<std::string>& propNames );
void addPlainObject ( const BusinessObjectRef<Teamcenter::BusinessObject> obj );
void addPlainObjects ( const std::vector<
BusinessObjectRef<Teamcenter::BusinessObject>
>& objs );

3-28 Server Customization, Teamcenter 14.2

...
};
…
void addObject ( const BusinessObjectRef<Teamcenter::BusinessObject> obj );
void addObjects ( const std::vector< BusinessObjectRef<Teamcenter::BusinessObject>
>& objs );
…

Note:
If the service is returning a plain object in a response structure, you must also add the object to
the ServiceData class using the addPlainObject tag. Otherwise, only a UID is sent and the client
ModelManager process can’t instantiate a real object (which can cause casting issues when
unpacking the service response). The framework typically automatically adds created, updated,
and deleted objects to the ServiceData.

The nature of the Teamcenter data model is such that simply returning the primary requested objects is
not enough. In many instances you must also return the objects referenced by primary objects. The
ServiceData class allows this to be done with the addObject method. Objects added to the ServiceData
class through the addObject method are not directly accessible by the client application; they are only
accessible through the appropriate properties on the primary objects of the ServiceData class:

class ServiceData
{
public:
...
void addObject ( const tag_t& obj );
void addObjects ( const std::vector<tag_t>& objs );
};

The different add object methods on the ServiceData class only add references to the objects to the
data structure. These object references are added without any of the associated properties. There are
two ways for adding object properties to the ServiceData class: explicitly added by the service
implementation, or automatically through the object property policy. To explicitly add properties use the
addProperty or addProperties method:

class ServiceData
{
public:
...
void addProperty ( const BusinessObjectRef<Teamcenter::BusinessObject> obj,
const std::string& propertyName );
void addProperties( const BusinessObjectRef<Teamcenter::BusinessObject> obj,
const std::set<std::string>& propNames );
};

Partial errors implementation

The ServiceData class extends from the PartialErrors class to pick up methods to add the current error
stack as a partial error. The ERROR_store_ask and ERROR_store_clear utilities are used to get the
current stack and clear it. The partial error can optionally be added with a reference to a BusinessObject
tag, a client ID, or index:

Server Customization, Teamcenter 14.2 3-29

class ServiceData extends PartialErrors

{
public:
void addErrorStack ( );
void addErrorStack ( const std::string& clientId );
void addErrorStack ( const BusinessObjectRef<Teamcenter::BusinessObject> obj );
void addErrorStackWithIndex ( int clientIndex );

};

Build server and client libraries

Building libraries is the final step in the service creation process. Before you build libraries, you must
create service libraries, services, and service operations, as well as build service artifacts and write
service implementation code. The Business Modeler IDE build system generates make files for building
all the service artifacts.

1. Ensure that the code generation environment is set up in the project the way you want it.

a. Right-click the project and choose Properties.

b. Choose Teamcenter→Build Configuration and Teamcenter→Code Generation. You can

change the default compiler options for each platform on the Build Configuration dialog box.

2. Select the project in the Advanced perspective and choose Project→Build All on the menu bar.

You can also perform this step in the C/C++ perspective. The C/C++ perspective is an environment
you can use to work with C and C++ files, as well as to perform build operations.

The output libraries are generated for all the client bindings, and the server side library is built.
Output library files are placed under the output folder in the client, server, and types subfolders.

3. After all services are built, you can package them into a template.

On the menu bar, choose BMIDE→Generate Software Package.

Teamcenter Services build output

After building all service artifacts, the following JAR files or libraries are created. Based on need, client
applications should reference the corresponding client binding library or JAR file during integration and
customization.

3-30 Server Customization, Teamcenter 14.2

Note:
You define the bindings that are generated when you create a new project.

• Server libraries

A server-side library is created with the name libprefix-service-library-name.library-extension in the

output\server\lib folder.

For example, if a prefix is set to xyz3 and the service library name is MyQuery, the library file name is
libxyz3myquery.dll for Windows servers and libxyz3myquery.so for Linux servers.

This library must be deployed into the Teamcenter server using Teamcenter Environment Manager
(TEM).

• Client language bindings

Based on the options specified, the corresponding language client bindings are created for services.
For Java alone there are two types of bindings: strong and loose. Only one of them should be used in
a client application for calling services. For example, if a client application is a Java application and if
you choose to use strong bindings, only the prefix-service-library-nameStrong.jar file needs to be in
the classpath and not the prefix-service-library-nameLoose.jar file.

C++ language client bindings have the libprefix-service-library-namestrong.library-extension file

name convention. For C++, two versions of strong libraries are created, one with smart pointers and
one without (legacy). The smart pointers C++ library name has a mngd file name suffix. Only one of
these two libraries needs to be used.

C# language client bindings have a prefix-service-library-namestrong.dll file name convention.

• Client data model

For any custom data model created in a custom template (that is, if there are any custom business
objects created and used in service definitions), the Business Modeler IDE generates client-side data
model (CDM) libraries for the selected languages and must be referenced in the client application.

The file has the prefix-model-solution-name.extension naming convention.

For example, if a prefix is set to xyz3 and the solution name is MyCustom, the strong data model
library file for C++ is named libxyz3modelmycustom.dll for Windows servers and
libxyz3modelmycustom.so for Linux servers. For a Java client, a xyz3StrongModelMyCustom.jar
file is created and for C#, xyz3StrongModelMyCustom.dll is created.

• Rich client bindings

Server Customization, Teamcenter 14.2 3-31

A JAR file is created that can be used in rich client customization. The corresponding type library also
must be placed into the classpath for consuming services in the rich client.

The JAR file name is prefix-service-library-nameRac.jar.

• WSDL bindings

WSDL files are also generated depending on the option specified, and the corresponding Axis
bindings are created with a prefix-service-library-nameWsdl.jar naming convention. This must be
deployed onto the Web tier. After it is deployed, client applications can consume the services using
WSDL definitions.

Following is typical usage (for example, if the prefix is xyz3, the solution name is MyCustom, and the
service library name is MyQuery).

Deplo Language / Libraries to use (Windows) Libraries to use (Linux)

y- Technology
ment

Server C++ libxyz3myquery.dll libxyz3myquery.so

Client C++ libxyz3myquerystrong.dll libxyz3myquerystrong.so

libxyz3modelmycustom.dll libxyz3modelmycustom.so

Client C++ - Smart libxyz3myquerystrongmngd.dll libxyz3myquerystrongmngd.

pointer libxyz3modelmycustommngd.dll so
version libxyz3modelmycustommngd
.so

Client Java - Strong xyz3MyQueryStrong.jar xyz3MyQueryStrong.jar

xyz3StrongModelMyCustom.jar xyz3StrongModelMyCustom.j
ar

Client Java - Loose xyz3MyQueryLoose.jar xyz3MyQueryLoose.jar

Client C# xyz3MyQueryStrong.dll

xyz3StrongModelMyCustom.dll

Client Rich client xyz3MyQueryRac.jar xyz3MyQueryRac.jar

xyz3StrongModelMyCustom.jar xyz3StrongModelMyCustom.j
ar

3-32 Server Customization, Teamcenter 14.2

Deplo Language / Libraries to use (Windows) Libraries to use (Linux)

y- Technology
ment

Client WSDL Generate client bindings using Generate client bindings using
exposed WSDL files. exposed WSDL files.

Web Java EE xyz3mycustomWsdl.jar xyz3mycustomWsdl.jar

tier

Web .NET Use the TEM feature file.

tier

Server Customization, Teamcenter 14.2 3-33

3-34 Server Customization, Teamcenter 14.2

© 2022 Siemens
4. ITK customization
Introduction to the ITK
The Integration Toolkit (ITK) is a set of software tools provided by Siemens Digital Industries Software
that you can use to integrate third-party or user-developed applications with Teamcenter. The ITK is a set
of C functions used directly by Teamcenter and NX.

Reference information about ITK APIs can be found in the Integration Toolkit Function Reference. (The
Integration Toolkit Function Reference is available on Support Center.)

Note:
Siemens Digital Industries Software recommends that instead of using ITK for server
customization, you should use the data model customization method. The data model framework
is the structure used by Teamcenter itself.

Basic concepts for ITK customization

Syntax conventions used in this guide

This guide uses a set of conventions to define the syntax of Teamcenter commands, functions, and
properties. Following is a sample syntax format:

harvester_jt.pl [bookmark-file-name bookmark-file-name ...]

[directory-name directory-name ...]

The conventions are:

Bold Bold text represents words and symbols you must type exactly as shown.
In the preceding example, you type harvester_jt.pl exactly as shown.

Italic Italic text represents values that you supply.

In the preceding example, you supply values for bookmark-file-name and directory-
name.

text-text A hyphen separates two words that describe a single value.

In the preceding example, bookmark-file-name is a single value.

[] Brackets represent optional elements.

... An ellipsis indicates that you can repeat the preceding element.

Server Customization, Teamcenter 14.2 4-1

Following are examples of correct syntax for the harvester_jt.pl command:

harvester_jt.pl
harvester_jt.pl assembly123.bkm
harvester_jt.pl assembly123.bkm assembly124.bkm assembly125.bkm
harvester_jt.pl AssemblyBookmarks

Format

All ITK functions have a standard format that attempts to give the most information possible in a small
space. A template is shown below, followed by a more detailed description. All prototypes are located in
include files named classname.h for the class of objects that the functions operate on.

Additional information about specific functions can be found in the Integration Toolkit Function
Reference. (The Integration Toolkit Function Reference is available on Support Center.)

The design intent for the format of ITK functions is to provide the maximum amount of information in a
small space. The standard format is:

int module_verb_class_modifier ( const type variable-name[dimension] /* [I/O/OF]

*/ );

int Nearly all ITK functions return an integer error code. This code can be
passed to the EMH_ask_error_text function.

module This is the module designator. Related classes are grouped together in
modules. For example, the Dataset, DatasetType, Tool, and
RevisionAnchor classes are all handled by the AE module. Other
examples of modules are PSM, POM, FL, and MAIL.

verb This is the first key word describing an action to be taken on an object or
set of objects. Common actions are create, add, remove, copy, set, and
ask.

class This is the class name or an abbreviation of the class name. The exceptions
are for modules that only deal with one class, like Workspace or modules
that deal with many classes, like WSOM and POM.

modifier This is a word or several words that give more description of how the
action of the verb applies to the class. For example, in the
RLM_update_af_status function, status indicates what is being updated
in the af (authorization folder).

const Input pointer variables which are not meant to be modified normally are
declared with a const to ensure that they are not accidentally modified.

type This is the data type of the argument (for example, int, tag_t*, or
char***).

4-2 Server Customization, Teamcenter 14.2

variable-name This is a variable name that is descriptive enough so a programmer does

not need to look it up in the documentation.

dimension This value is normally specified for arrays where the calling program is
responsible for allocating space. They are normally specified with a
constant definition of the form module_description_c. These constants
should be used in dimensioning arrays or looping through the values of an
array to make your programs more maintainable. However, you may see
the values of these constants in the include files. This is useful so you do
not establish naming conventions that leads to name strings longer than
can be passed to the functions.

I/O/OF These characters indicate whether the particular argument is input, output
or output-free. Output-free means that the function allocates space for the
returned data and this space should be freed with the MEM_free function.

Variable naming conventions

Variables in the interface are normally as descriptive as possible, consisting of key words separated by
underscores (_).

• Typedefs end in _t.

• Constants end in _c.

• Enums end in _e.

Most typedefs and constants begin with the module designator like the function names to make it clear
where they are meant to be used.

• ITEM_id_size_c

• ITEM_name_size_c

• WSO_name_size_c

Caution:
These fixed-size buffer ITK APIs are deprecated.

Many of the Integration Toolkit (ITK) APIs in Teamcenter are based on fixed-size string lengths. As long
as Teamcenter is operating in a deployment scenario where each character occupies only one byte (such
as western European languages), there are not any issues. However, when Teamcenter is deployed in a
scenario where each character can occupy multiple bytes (such as Japanese, Korean, or Chinese), data
truncation can occur. Therefore, the fixed-size buffer ITK APIs are deprecated, and wrapper APIs are
provided for each of the fixed-size buffer APIs.

Server Customization, Teamcenter 14.2 4-3

Siemens Digital Industries Software recommends that you refactor any customizations that use the older
fixed-size buffer APIs and replace them with the new APIs. The new APIs use the char* type instead of
fixed char array size in the input and output parameters. The new APIs use dynamic buffering to replace
the fixed-size buffering method.

For a list of the deprecated ITK APIs and their replacements, see the Deprecated tab in the Integration
Toolkit Function Reference.

Class hierarchy

Because Teamcenter is an object-oriented system, it is not necessary to have a function for every action
on every class. Usually, functions associated with a particular class work with instances for any
subclasses. For example, the FL_ functions for folders work with authorizations and envelopes. The
AOM module and the WSOM module consist of functions that correspond to the methods of the
POM_application_object and WorkspaceObject abstract classes respectively. AOM functions work for
all application objects and WSOM functions work for all workspace objects.

Caution:
When you create objects, an implicit lock is placed on the newly created object. After you perform
an AOM_save, it is important that you call AOM_unlock.

The same mechanism described here also enables standard Teamcenter functions to work on subclasses
that you may define. For example, if you define a subclass of the folder class, you can pass instances of
it to FL functions.

Include files

Required header file

All ITK programs must include either tcinit/tcinit.h or tc/tc_startup.h. These contain the definitions of
many standard datatypes, constants, and functions that almost every ITK program requires, such as
tag_t and ITK_ok.

Use tcinit/tcinit.h if your code calls:

• ITK_init_from_cpp
• ITK__initialize_tc
• ITK_init_module
• ITK_auto_login

Use tc/tc_startup.h for everything else.

4-4 Server Customization, Teamcenter 14.2

Other headers

The include files are located in subdirectories of the TC_ROOT/include directory. You must include the
subdirectory when calling the include file. For example, when calling the epm.h include file, which is
located in the epm subdirectory, you must call it as:

#include <epm/epm.h>

Note:
The Integration Toolkit Function Reference is available on Support Center.

For example, you could use this statement:

#include <sa/sa.h>

Or you could use these statements:

#include <sa/am.h>
#include <sa/sa_errors.h>
#include <sa/person.h>
#include <sa/role.h>
#include <sa/group.h>
#include <sa/groupmember.h>
#include <sa/user.h>
#include <sa/site.h>

There is also an error include file for every module called module_errors.h or sometimes
classname_errors.h. These files all contain error offsets from a value assigned in the tc/emh_const.h
file. One exception is POM, which has its errors in the pom/pom/pom_errors.h file.

All of the other ITK functions have their prototypes and useful constants and types in a file called
classname.h. In addition there are header files for many of the major modules that contain constants
and include all of the header files for the classes in that module. Sometimes this header file is required,
sometimes it is just convenient. The Integration Toolkit Function Reference tells you which header files
are required.

Teamcenter standard classes

Teamcenter also comes with a set of include files that mimic standard C include files.

For example, instead of using:

#include "stdarg.h"

You could use:

Server Customization, Teamcenter 14.2 4-5

#include <fclasses/tc_stdarg.h>

These include files are used in Teamcenter to insulate it from the operating system. Sometimes the files
include the system files directly, but other times system dependencies are handled in the tc_ include
files, thus enabling the Teamcenter source code and yours to remain system independent. Some of the
files provided are:

fclasses/tc_ctype.h
fclasses/tc_errno.h
fclasses/tc_limits.h
fclasses/tc_math.h
fclasses/tc_stat.h
fclasses/tc_stdarg.h
fclasses/tc_stddef.h
fclasses/tc_stdio.h
fclasses/tc_stdlib.h
fclasses/tc_string.h
fclasses/tc_time.h
fclasses/tc_types.h

Special data types

All objects in the ITK are identified by tags of C type tag_t. A run-time unique identifier isolates the
client code using the object from its representation in memory, making it safe from direct pointer
access.

Tags may be compared by use of the C language == and != operators. An unset tag_t variable is
assigned the NULLTAG null value. If two tags have the same value, they reference the same object. For
example:

#include <tc/tc.h>
#include <ae/ae.h>
{
tag_t dataset_tag;
int error_code;
login, etc. ...
error_code = AE_find_dataset ("my special dataset", &dataset_tag)
if( error_code ==ITK_ok )
{ if (dataset_tag == NULLTAG)
{ /*
* Could not find my special dataset, so go create one.
*/
error_code = AE_create_dataset_with_id (....
}
}
else
{
report error ....

4-6 Server Customization, Teamcenter 14.2

Basic tasks for ITK customization

Configure Visual Studio to build and debug ITK applications

Overview

The Teamcenter ITK build tools are provided in the form of script files such as compile.bat and
linkitk.bat. These script files do not take advantage of the features available in Visual Studio IDE, such as
debugging, code completion, symbol browsing, and project management. You use these files to
configure Visual Studio to build debug and release versions of an ITK application and to configure the
debugger to debug the application as follows:

Prerequisites:

• A Teamcenter installation

• The Teamcenter sample files installed using Teamcenter Environment Manager (TEM)

• The Microsoft Visual Studio IDE

Note:
Consult the Hardware and Software Certifications knowledge base article on Support Center for
the required version levels of third-party software.

Create the Visual Studio solution

The various files you need are located in the Teamcenter sample files directory, TC_ROOT\sample.

1. Create a Visual Studio solution for your ITK code using one of the provided sample files.

For example: ...\utilities\find_recently_saved_item_rev_itk_main.c

2. Set up the project property sheets to compile and link the ITK sample code.

Use the compile and link script files to provide the necessary directories, dependencies,
preprocessor definitions, and libraries to your solution.

You may now build the solution. The resultant executable file must be run from within a Teamcenter
command-line environment.

Configure the debugger

The Microsoft Visual Studio IDE provides a debugger for your C++ code. Because the debugger runs the
code within Visual Studio, the proper Teamcenter environment is not available. Before you start the

Server Customization, Teamcenter 14.2 4-7

debugger, the Teamcenter environment variables must be set for your application to run correctly,
TC_ROOT and FMS_HOME for example.

1. Copy the environment variables from an existing Teamcenter command-line environment.

2. Paste them into the Environment field on the debug property page for the debug configuration.

You can also add Command Arguments to save typing. For example:

-u=user -p=password

Debugging ITK

Journal files

Teamcenter optionally journals the calls to all of the ITK functions. This is in a file called journal_file
after the program is run. This file can be very useful in finding out what your program has done and
where it went wrong. There are many journaling flags in the system for the modules and ITK in general.
Also, there are flags for NONE and ALL. Another option is to set the TC_JOURNAL environment variable
to FULL, SUMMARY, or NONE.

For POM, use the POM_set_env_info function; otherwise, use the xxx_set_journaling(int flag)
function, where flag is equal to 0 (zero) for off or not equal to 0 for on. You can have ITK and EPM
journaling on if you are working in that area and leave POM and PS journaling off, ensuring that your
journal file does not get cluttered with unuseful information. The following code shows how the POM
logs input and output arguments:

POM_start ( 'aali', 'aali', 'Information Manager', user, topmost_class_id,

pom_version)
@* --> 6s
@* FM_init_module
@* --> 8s
@* EIM_PM_id_of_process ( 103, process_id)
@* process_id = 558 returns 0
@* returns 0 [in 2 secs]
@* AM_init_module
@* FM_init_module
@* returns 0
@* FM_allocate_file_id ( file)
@* returns 0, file = 000127cc08b2
@* --> 9s
@* AM_identify_version ( identity)
@* returns 0
@* returns 0
@* EIM_PM_id_of_process ( 105, process_id)
@* process_id = 559 returns 0
@* --> 10s
@* FM_read_file ( 00650002)
@* returns 0 @* --> 11s
@* FM_ask_path ( 00650002, 750, path)
@* returns 0, path = '/home/demov2/user_data/d1/f000627cbd90f_pom_schema'
@* --> 12s

4-8 Server Customization, Teamcenter 14.2

@* FM_unload_file ( 00650002)
@* returns 0
@* --> 14s
@* FM_allocate_file_id ( file)
@* returns 0, file = 000227cc08b2
@* user = 006500e0 <QAscMZ60AAAAyD>, topmost_class_id = 006500d0, pom_version = 100
returns 0 (in 16 secs)

The following code shows another example of a journal file:

POM_name_of_class ( 00650021, class_name)

@* class_name = 'Signoff' returns 0
POM_class_id_of_class ( 'Signoff', class_id)
@* class_id = 00650021 returns 0
POM_describe_class ( 00650021, NULL, application_name, descriptor, n_attrs, attr_ids)
@* application_name = 'Information Manager', descriptor = 0, n_attrs = 4,
@* attr_ids = { 00650022, 00650023, 00650024, 00650025 } returns 0
POM_describe_attrs ( 00650021, 4, /
{ 00650022, 00650023, 00650024, 00650025 }, names, types, max_string_lengths,
referenced_classes, lengths, descriptors, attr_failures)
@*
@* names = { 'comments', 'decision', 'group_member', 'decision_date' },
@* types = { 2008, 2005, 2009, 2002 },
@* max_string_lengths = { 240, 0, 0, 0 },
@* referenced_classes = { 00000000 <AAAAAAAAAAAAAA>, 00000000 <AAAAAAAAAAAAAA>,
00650054, 00000000 <AAAAAAAAAAAAAA> },
@* lengths = { 1, 1, 1, 1 },
@* descriptors = { 64, 0, 0, 64 },
@* attr_failures = { 0, 0, 0, 0 } returns 0
POM_free ( 0041ac28)
@* returns 0
POM_subclasses_of_class ( 00650021, n_ids, subclass_ids)
@* n_ids = 0, subclass_ids = {}
@* NULL array pointer, length 0
@* returns 0

The first few hundred lines of a journal file contain a lot of text like the example above. This is the result
of reading in the schema. If you define POM classes, you can see this information in there also. This is
helpful in determining if you have in the database what you think you have in it. Also, when you see
class IDs or attribute IDs elsewhere in the journal file, you can refer to this section to see what they are.

The following code is an example of an application function being journaled:

RLM_ask_approver_roles ( 006500e1)
@* POM_length_of_attr ( 006500e1, 00650009, length)
@* length = 1 returns 0
@* POM_length_of_attr ( 006500e1, 00650009, length)
@* length = 1 returns 0
@* POM_ask_attr_tags ( 006500e1, 00650009, 0, 1, values, is_it_null,
is_it_empty)
@* values = { 006500dc <AAlccPghAAAAyD> }, is_it_null = { FALSE },
@* POM_free ( 0041cf50)
@* returns 0
@* POM_free ( 0041d390)
@* returns 0
@* role_count = 1, approver_roles = { 006500dc <AAlccPghAAAAyD> } returns 0

Server Customization, Teamcenter 14.2 4-9

The journal information for lower level routines are nested inside the higher level routines.

System logs

The system log can be useful in diagnosing errors because when a function returns an error, it often
writes extra information to the system log. For example, if your program crashes you may not have an
error message, but the end of the system log may show what the program was trying to do just before
crashing.

Logging

Information on logging can be found in the Log Manager (LM) module reference section of the
Integration Toolkit Function Reference.

Note:
The Integration Toolkit Function Reference is available on Support Center.

Error handling

Teamcenter stores errors on a central error stack. An error may be posted at a low level and each layer of
the code handles the error reported by the level below, potentially adding a new error of its own to the
top of the stack to add more contextual information to the exception being reported. This stack of errors
is what you see displayed in the Teamcenter error window in the user interface. ITK functions always
return the top error from the stack if there is one. If the call is successful, ITK_ok is returned.

The Error Message Handler (EMH) ITK functions enable you to access the full error stack and decode
individual Teamcenter error codes into the internationalized texts that are defined in the XML code and
displayed in the error windows at the user interface. EMH ITK functions are defined in the tc/emh.h
header file. They give the ability to store errors, access errors on the stack, and decode error codes into
internationalized text.

Additional information on EMH functions can be found in the EMH section of the Integration Toolkit
Function Reference. (The Integration Toolkit Function Reference is available on Support Center.)

Note:
It is good practice to acknowledge that you have received and handled an error reported by an ITK
call by clearing the error store with a call to the EMH_clear_errors function. However, if you do
not do this it normally does not cause a problem, as all initial errors should start a new stack with a
call to the EMH_store_initial_error function.

Caution:
ITK extension rules cannot provide information or warning feedback to users.

4-10 Server Customization, Teamcenter 14.2

For example, if you want a warning dialog box to appear after an operation is done, you cannot
define the warning in ITK extension rule code because of the code processing order:

1. Teamcenter code is executed.

2. The custom code is executed.

3. Teamcenter code is executed.

For example, you put the following into the extension rule custom code:

EMH_store_error_s2(EMH_severity_warning, ITK_err,
"EMH_severity_warning", "ITK_ok");
return ITK_ok;

You place this code in step 2 because you want the Teamcenter framework to proceed with step 3
so that when the whole execution is done, the user receives a warning message in the client.
However, the only errors or warnings returned from a service operation are the ones explicitly
returned by the business logic of the service implementation. This is typically done with code like
this:

Try
{
....
}
Catch( IFail& ifail)
{
serviceData.addErrorStack();
// This will add
the
current IFail and whatever other errors/warnings are currently on
the
error store
}

The Teamcenter Services Framework does not look at the error store to see if there are warnings
or errors. Unless the exception moves up to the Teamcenter (service implementation) code where
it is caught, the error or warning is lost.

Memory management

Frequently, memory is allocated by a Teamcenter function and returned to the caller in a pointer
variable. This is indicated in the code by the /* <OF> */ following the argument definition. This memory
should be freed by passing the address to the MEM_free function. For example, to use the function:

Server Customization, Teamcenter 14.2 4-11

int AE_tool_extent (
int* tool_count, /* <O> */
tag_t** tool_tags /* <OF> */
);

You should include the following code:

{
tag_t* tool_tags;
int tool_count;
int error_code;
int i;
error_code = AE_tool_extent &tool_count, &tool_tags);
if( error_code == ITK_ok )
{
for (i = 0; i < tool_count; i++)
{...}
MEM_free (tool_tags);
}
else
{
report the error
}
...

Initializing modules

You must either call the initialization function for all modules, ITK_init_module, or the individual
module initialization function, such as FL_init_module, before using any of the functions in that
module. If you do not, you get an error like FL_module_not_initialized. The only reason that a module
initialization should ever fail is if the module requires a license and there is no license available.

You should also remember to exit modules. In some cases this could cause significant memory to be
freed. It may also free up a concurrent license for use by another user.

Compiling

Compile your program using the ANSI option. The ITK functions can also be called from C++. Sample
compile scripts are available in the TC_ROOT/sample directory. Assuming the script name is compile, it
can be used by executing the following command.

TC_ROOT/sample/compile filename.c

The actual compile statements are as follows:

• HP

4-12 Server Customization, Teamcenter 14.2

cc filename.c -c -Aa filename.o -D_HPUX_SOURCE -DHPP -I$TC_INCLUDE

• Solaris

cc -KPIC -DSUN -DUNX -D_SOLARIS_SOURCE -DSYSV +w -Xc -O -I. -I$

{TC_INCLUDE} -c filename.c -o filename.o

• Linux

gcc -c -fPIC -m64 -DPOSIX -I${TC_INCLUDE} filename.c -o filename.o

• Windows

If you are using Windows, you must supply the -DIPLIB=none argument to tell the compile script that
a stand-alone program object is being compiled:

$TC_ROOT/sample/compile -DIPLIB=none filename.c

Note:
For information about system hardware and software requirements for Teamcenter, see the
Siemens Digital Industries Software Certification Database:

http://support.industrysoftware.automation.siemens.com
/certification/teamcenter.shtml

Linking user exits and server exits

Link user exits for Linux

User exits are places in the server where you can add additional behavior by attaching an extension.

Additional information about ITK user exits can be found in the Integration Toolkit Function Reference.

Note:
The Integration Toolkit Function Reference is available on Support Center.

To verify your Linux environment and installation:

1. Set the Teamcenter environment. Set the TC_ROOT, TC_LIBRARY, and TC_INCLUDE environment
variables.

2. Create a user_exits and code directories.

Server Customization, Teamcenter 14.2 4-13

3. Extract the objects with the following commands:

$ cd user_exits
$ ar -x $TC_ROOT/lib/libuser_exits.a

4. Complete your customization. It is good practice to include a printf statement with a coding
version and compile date. The following is a minimal example:

$ cd ../code

a. Copy all of the files that you want to modify (user_gsshell.c in the following example):

$ cp $TC_ROOT/sample/examples/user_gsshell.c .

b. Make the required changes.

For example, include your own printf statement in the USER_gs_shell_init_module function
in the user_gsshell.c file:

printf("\nCustom library for %s, version %s, compiled on %s %s\n

\n",
customer, version, _DATE_, _TIME_);

c. Create additional .c files as required, but see below for Windows considerations when
exporting new symbols from the library.

5. Compile your library objects and move them into the library directory:

$ $TC_ROOT/sample/compile *.c
$ cp *.o ../user_exits

6. Move into the library directory and link the library:

$ cd ../user_exits
$ $TC_ROOT/sample/link_user_exits

7. You now have a new libuser_exits.s file. Set the TC_USER_LIB command to get Teamcenter to use
it:

$ export TC_USER_LIB='pwd'
$ $TC_BIN/tc

You see your printf messages after the Teamcenter copyright messages.

If the libuser_exits.so file compiles without undefined symbols, then the installation and environment
are correct.

4-14 Server Customization, Teamcenter 14.2

Link user exits in Windows

User exits are places in the server where you can add additional behavior by attaching an extension.

Additional information about ITK user exits can be found in the Integration Toolkit Function Reference.

Note:
The Integration Toolkit Function Reference is available on Support Center.

To verify your Windows environment and installation:

1. Set the Teamcenter environment. Set the TC_ROOT, TC_LIBRARY, and TC_INCLUDE environment
variables.

2. Create a user_exits and code directories.

3. Extract the objects with the following commands:

$ cd user_exits
$ extract_objects %TC_ROOT%\lib\libuser_exits.ar.lib

4. Complete your customization. It is considered good practice to include a printf statement with a
coding version and compile date. The following is a minimal example:

$ cd ../code

a. Copy all of the files that you want to modify (the user_gsshell.c file in the following
example):

$ cp $TC_ROOT/sample/examples/user_gsshell.c .

b. Make the required changes.

For example, include your own printf statement in the USER_gs_shell_init_module function
in the user_gsshell.c file:

printf("\nCustom library for %s, version %s, compiled on %s %s\n

\n",
customer, version, _DATE_, _TIME_);

c. Create additional .c files as required, but see below for considerations when exporting new
symbols from the library.

5. Compile your library objects and move them into the library directory:

Server Customization, Teamcenter 14.2 4-15

%TC_ROOT%\sample\compile -DIPLIB=libuser_exits *.c

copy *.obj ..\user_exits

6. Move into the library directory and link the library. You do not need .def files:

cd ../user_exits
%TC_ROOT%\sample\link_user_exits

7. You now have new libuser_exits.dll and libuser_exits.lib files. Set the TC_USER_LIB command to
get Teamcenter to use it:

for /f "delims==" %i in ('chdir') do set TC_USER_LIB=%i

%TC_BIN%\tc

Note:
To run stand-alone programs against this libuser_exits.dll library, you must link them against
the corresponding libuser_exits.lib file.

You see your printf messages after the Teamcenter copyright messages.

Export new symbols from libuser_exits.dll on Windows

Windows requires all symbols exported from .dll files to be declared. This mechanism is invisible to
Linux, which exports every extern as usual (so you do not need two sets of source).

In each header file, declare new functions for export from the .dll file:

1. Enter #include <user_exits/libuser_exits_exports.h> as the last #include of the header file

before all declarations.

2. Enter USER_EXITS_API after the word extern to mark each function declaration for export. This is
called decoration.

3. Enter #include <user_exits/libuser_exits_undef.h> at the end of the header file after all
declarations (within any multiple include prevention preprocessing).

In each source file defining new functions for export from the .dll file, ensure that the .c file includes its
own corresponding .h file, so the definitions in the .c file know about the decorated declarations in
the .h file. If you do not do this, the compiler complains about missing symbols beginning with __int__
when you try to link stand-alone code against the libuser_exits.lib file.

Now you can compile and link as normal (in other words, compile with -DIPLIB=libuser_exits).

4-16 Server Customization, Teamcenter 14.2

Linking stand-alone programs

When you link your program, you must include the itk_main.o file on the command line. This file
contains the main object for your ITK program. To make this work, all of your ITK programs must begin
like this:

int ITK_user_main(int argc, char* argv[])

{ int result;
/*
* We should use ITK_auto_login here.
*/
if( (result = ITK_auto_login()) == ITK_ok)
{
do what you need to do ...
result = ITK_exit_module();
}
return result;
}

The order of Teamcenter libraries is important or your code may not link. Also add any additional object
files you have created to the link script to include them in the main executable. A sample linkitk script
file exists in the TC_ROOT/sample directory.

If the script name is linkitk, you can execute the script with the following command:

$TC_ROOT/sample/linkitk -o executable-name filename.o

Note:
• The linkitk.bat file contains only the core Teamcenter libraries. To call server APIs from optional
solutions, you must add the libraries from the optional solutions to the linkitk.bat file. You must
also ensure these libraries are available in the TC_LIBRARY location.
For example, to add the libraries for the optional Content Management solution, add the
following lines near the end of the linkitk.bat file (before the "-out:$EXECUTABLE.exe" line):

"$ENV{TC_LIBRARY}\\libcontmgmt.lib /delayload:libcontmgmt.dll ".

"$ENV{TC_LIBRARY}\\libcontmgmtbase.lib /
delayload:libcontmgmtbase.dll ".
"$ENV{TC_LIBRARY}\\libcontmgmtbasedispatch.lib
/delayload:libcontmgmtbasedispatch.dll ".

• For Linux, add the TC_ROOT\lib folder to the LD_LIBRARY_PATH system environment variable to
link custom programs, for example:

export LD_LIBRARY_PATH=$LD_LIBRARY_PATH:$ TC_ROOT/lib

Server Customization, Teamcenter 14.2 4-17

Run the executable

To run or execute the program, you must have Teamcenter system privileges (in other words, an
account on Teamcenter). If your program is called without the ITK_auto_login function, supply the
arguments for user, password and group. If the ITK_auto_login function is used, the necessary
arguments can come from the command line. The specific style for entry is dependent on your code. In
this class, the standard procedure is as follows:

filename -u=user -p=password -g=group

Be careful to execute this command in a directory where additional files can be created since session
and log files are created at run time.

Upgrading your ITK programs

If you are upgrading from an earlier version of Teamcenter to the current version of Teamcenter, you
may need to change your ITK programs. All obsolete ITK functions need to be replaced in your programs.
For the list of obsolete functions, see the Teamcenter 14.2 README file.

If you are using any deprecated functions, you should replace those functions as soon as you can,
because deprecated functions will be removed from a future version. A list of deprecated functions can
be found in the Integration Toolkit Function Reference.

Note:
The Integration Toolkit Function Reference is available on Support Center.

Batch ITK

Batch program template

The following code shows a template for writing a batch program:

#include <tc/tc.h>
#define WRONG_USAGE 100001
void dousage()
{
printf("\nUSAGE: template -u=user -p=password -g=\"\" \n");
return;
}
int ITK_user_main(int argc, char* argv[])
{
int status;
char* usr = ITK_ask_cli_argument("-u=");/* gets user */
char* upw = ITK_ask_cli_argument("-p=");/* gets the password */
char* ugp = ITK_ask_cli_argument("-g=");/* what the group is */

4-18 Server Customization, Teamcenter 14.2

char* help = ITK_ask_cli_argument("-h=");/* help option */

char *s;
if ( (help) )
{
dousage();
return WRONG_USAGE ;
}
/* Example of must have... */
if (( !usr) || (!upw) || (!ugp))
{
dousage();
return WRONG_USAGE ;
}
ITK_initialize_text_services (0);
status = ITK_init_module( usr,upw,ugp);
if ( status != ITK_ok)
{
EMH_ask_error_text( status, &s);
printf("Error with ITK_init_module: %s \n",s);
MEM_free(s);
return status;
}
else printf("Logon to 'template' succesful as %s.\n", usr);
JOURNAL_comment ("Preparing to list tool formats");
TC_write_syslog("Preparing to list tool formats \n");
/* Call your functions between here */
ITK_exit_module( TRUE);
return status;
}

Compile and link batch programs

Follow this sequence to generate executables for batch programs.

Caution:
Make sure the TC_INCLUDE and TC_LIBRARY environment variables are set correctly.

1. Compile the batch program with the compile script:

compile -DIPLIB=none filename.c

The -DIPLIB argument specifies the target library; use none for batch programs.

2. Link your program with the system library with the linkitk script:

linkitk -o executable filename.obj file3.obj file2.obj

Server Customization, Teamcenter 14.2 4-19

3. Execute the batch program:

• If you use ITK_auto_login:

filename arguments

• If you use ITK_init_module:

filename -u=user -p=password -g=group arguments

The compile and linkitk scripts are Teamcenter-specific scripts and are available in the TC_ROOT/sample
directory.

Custom exits

Custom exits environment

Custom exits (also known as supplier custom hooks) allow nonconflicting customizations to co-exist.

Caution:
You should use the Business Modeler IDE user exits to do this kind of customization work. Only
create your own custom exits if you cannot accomplish your goals with user exits in the Business
Modeler IDE.

All the user exit customizations of the site are built in the form of a single library, called site-
name.dll/so/sl.

For example, if the site name is cust1, the library is cust1.dll/so/sl. The custom library site-
name.dll/so/sl is linked with libuser_exits. Use the link_custom_exits.bat file from the TC_ROOT/
sample directory. All custom stand-alone ITK utilities are linked with the site-name.dll/so/sl file instead
of libuser_exits as the customization is in the site-name.dll/so/sl file. To see the customization, define
the custom library name in the TC_customization_libraries preference. Make sure the prefix and the
library prefix are the same. Set the preference in the Options dialog box, accessed from the Edit menu
in My Teamcenter.

Build the library file

1. Create a working directory (for example, cust1).

2. Copy all your user exits and server exits customization code to this directory.

3. Compile your object files inside this directory using the TC_ROOT/sample/compile command with
the -DIPLIB=NONE option.

4-20 Server Customization, Teamcenter 14.2

4. Build the dynamic linked/shared library with the link_custom_exits command. For example:

link_custom_exits cust1

Note:
• Do not modify or rebuild the libuser_exits and libserver_exits libraries with the custom
code.

• Do not unarchive the libuser_exits.ar.lib file. These object files are not required to be
linked with the cust1 library.

• Any custom library that uses the USERARG_* ITK method requires dependency over the
COTS (standard) libict shared library. If you build this custom library on the Linux platform,
you must modify the $TC_ROOT/sample/link_custom_exits script to register dependency
of your custom library on the libict library. For example, add the following lines to the
link_custom_exits script:

set optionalLibraries="-lict"
$LinkTC -o $customLibrary $objectFiles $optionalLibraries

This ensures that the custom library is loaded correctly even by those standalone ITK
programs that do not have explicit dependency over the libict library.

5. If you are using Windows, copy the .dll and .PDB files to the directory that contains the .dll files.
For example:

copy cust1.dll %TC_ROOT%\\bin\\.

copy cust1.pdb %TC_ROOT%\\bin\\.

If you are using Linux, copy the shared library to the TC_USER_LIB directory or put the cust1
directory in the shared library path.

Register custom callbacks

Create a site-name_register_calls.c file in the site’s source code development area. The following code
shows an example:

#include <tccore/custom.h>
#include <user_exits/user_exits.h>
#include your-include-files
extern DLLAPI int cust1_register_callbacks()
{
CUSTOM_register_exit (“site-name”, “Base User Exit Function”,
(CUSTOM_EXIT_ftn_t)
your-custom-function-name);
}

Server Customization, Teamcenter 14.2 4-21

• site-name_register_callbacks

This is the entry point to the custom library. This function is executed after loading the custom library.
Ensure that the site-name name is the same as the value stored in the TC_customization_libraries
preference. For example, if the custom library is cust1, this function should be called
cust1_register_callbacks.

• site-name argument to the CUSTOM_register_exit

site-name is also the same as the value stored in the TC_customization_libraries preference.

• Base user exit function

This string is the name of the base user exit against which the custom function is registered. All the
USER_ functions from the files provided in the TC_ROOT/sample directory can be customized.

• your-custom-function-name

This is the function pointer registered against the above base user exit. The definition of this function
does not need to exist in this file, it could be in another file.

• your-include-files

Add any custom include files needed during the compilation and linking of the custom library.

Register user exits customization

Custom hooks provide you the ability to:

• Execute only site customization

• Execute site customization along with other customizations

• Execute the default core functionality

The custom functions registered in the site-name_register_calls.c file should have an integer pointer as
the first argument. This integer pointer should return the decision, indicating whether to execute only
the current customization, execute all customizations, or only the default core functionality. The
following variables are defined in the custom.h file in the TC_ROOT/include/tccore directory:

#define ALL_CUSTOMIZATIONS 2
#define ONLY_CURRENT _CUSTOMIZATION 1
#define NO_CUSTOMIZATIONS 0

The following code shows an example with the following conditions:

4-22 Server Customization, Teamcenter 14.2

• The site name is cust1.

• The custom library is cust1.

• A custom function is registered against the USER_new_dataset_name.

cust1_register_calls.c:
#include <tccore/custom.h>
#include <user_exits/user_exits.h>
#include <cust1_dataset.h>
#include <cust1_register_callbacks.h>
#include <cust1_register_callbacks.h>
extern DLLAPI int cust1_register_callbacks()
{
CUSTOM_register_exit (“cust1”, “USER_new_dataset_name”, (CUSTOM_EXIT_ftn_t)
CUST1_new_dataset_name);
}
cust1_register_callbacks.h:
extern DLLAPI int cust1_new_dataset_name (int *decision, va_list args);
cust1_dataset.c:
#include <cust1_register_callbacks.h>
#include <tccore/custom.h>
extern DLLAPI int CUST1_new_dataset_name (int *decision, va_list args)
{
/*
Expand the va_list using va_arg
The va_list args contains all the variables from USER_new_dataset_name.
*/
tag_t owner = va_arg (args, tag_t);
tag_t dataset_type = va_arg (args, tag_t);
tag_t relation_type = va_arg (args, tag_t);
const char* basis_name = va_arg (args, const char *);
char** dataset_name = va_arg (args, char **);
logical* modifiable = va_arg (args, logical *);
/*
if cust1 wants all other customizations to be executed, then set
*decision = ALL_CUSTOMIZATIONS;
elseif cust1 wants only its customization to be executed then set
*decision = ONLY_CURRENT_CUSTOMIZATION;
else if cust1 wants only base functionality to be executed, then set
*decision = NO_CUSTOMIZATIONS;
*/
/* Write your custom code
*/
return ifail;
}

Server Customization, Teamcenter 14.2 4-23

Note:
• The va_list argument in the CUSTOM_EXIT_ftn_t function should match the arguments of the
base user exit or server exit function in the CUSTOM_register_exit function.

• To register pre- or post-actions against Teamcenter messages, you must use the
USER_init_module method, for example:

CUSTOM_register_exit("lib_myco_exits", "USER_init_module",
(CUSTOM_EXIT_ftn_t)register_init_module);

For a pre- or post-action to be invoked during a call to a Teamcenter Services operation, the
custom extension must be registered against the USER_init_module.

Execute multiple customizations

If your site wants to execute some other site’s customization other than your customization, follow these
steps:

1. Both the cust1 and cust2 sites should follow the sections above to register their customization for
USER_ exits.

2. Both sites should build their cust1.dll/sl/so cust2.dll/sl/so custom libraries to share them.

3. Neither site should rebuild the libuser_exits and libserver_exits.

4. Add the custom library names in the TC_customization_libraries preference in the Options dialog
box, accessed from the Edit menu in My Teamcenter:

TC_customization_libraries=
cust1
cust2

5. The preference values should match the library names. For example, the cust1 site should have the
cust1.dll/sl/so file and the cust2 site should have the cust2.dll/sl/so file.

6. The custom libraries of the cust1 and cust2 sites (which would be cust1.dll/sl/so and
cust2.dll/sl/so, respectively) should be in the library path:

• LD_LIBRARY_PATH for Solaris or Linux

• PATH for Windows

4-24 Server Customization, Teamcenter 14.2

Register custom exits

CUSTOM_register_callbacks

This function registers customizations for all customization contexts registered in the Options dialog
box (accessed from the Edit menu in My Teamcenter):

int CUSTOM_register_callbacks ( void )

This function loads the custom library and calls the entry point function pointer to register custom exits.
The entry point function contains the custom registrations for the required USER_ exits.

CUSTOM_register_exit

This ITK function should be called only in the USER_preint_module function in the user_init.c file. It
should not be called anywhere else. This function registers a custom exit (a custom function pointer) for
a given USER_ exit function:

int CUSTOM_register_exit ( const char* context, /* */

const char* base_ftn_name, /* */
CUSTOM_EXIT_ftn_t custom_ftn /* */
);

• context

Specifies the context in which this custom exit has to be registered. It is the name of the
customization library (for example, GM, Ford, Suzuki).

• base_ftn_name

Specifies the name of the USER_ exit for which the custom exit must be registered (for example,
USER_new_dataset_name).

• custom_ftn

Specifies the name of the custom exit (a custom function pointer).

CUSTOM_execute_callbacks

This function executes the custom callbacks registered for a particular USER_ exit:

int CUSTOM_execute_callbacks ( int* decision, /* <O> */

const char* ftn_name, /* */
variables /* */
);

Server Customization, Teamcenter 14.2 4-25

• decision

Executes one of the following options:

• ALL_CUSTOMIZATIONS

• ONLY_CURRENT_CUSTOMIZATION

• NO_CUSTOMIZATIONS

• ftn_name

Name of the USER_ exit.

• variables

The variables that need to be passed to the custom exit (a custom function pointer).

For each custom library registered in the Options dialog box, accessed from the Edit menu in My
Teamcenter:

• Get the corresponding custom function pointer.

• Execute the custom function with the arguments passed.

This function is called in all the USER_ functions in user exits and server exits. The va_list list must be
expanded in the custom function.

CUSTOM_execute_callbacks_from_library

This function executes custom callbacks registered in a particular library for a particular USER_ exit by:

• Getting the corresponding custom function pointer.

• Executing the custom function with the arguments passed.

int CUSTOM_execute_callbacks_from_library ( int* decision, /* <O> */

const char* lib_name, /* */
const char* ftn_name, /* */
variables /* */
);

• decision

Executes one of the following options:

4-26 Server Customization, Teamcenter 14.2

• ALL_CUSTOMIZATIONS

• ONLY_CURRENT_CUSTOMIZATION

• NO_CUSTOMIZATIONS

• lib_name

Specifies the name of the customization context.

• ftn_name

Specifies the name of the USER_ exit.

• variables

Specifies the variables that need to be passed to the custom exit (a custom function pointer).

The va_list list must be explained in the custom function.

Example

The following code (using cust1 as the site) shows registering a custom handler in a custom exit:

extern int cust1_action_handler(EPM_action_message_t msg) {

/* insert custom handler code here */
}
extern DLLAPI int cust1_register_custom_handlers(int *decision, va_list
args) {
int rcode = ITK_ok;
*decision = ALL_CUSTOMIZATIONS;
rcode = EPM_register_action_handler("cust1-action-handler",
"",
cust1_action_handler);
if (rcode == ITK_ok)
fprintf(stdout, "cust1-action-handler successfully registered!\n");
else
fprintf(stdout, "WARNING - cust1-action-handler NOT registered!
\n");
return rcode;
}
extern DLLAPI int cust1_register_callbacks () {
CUSTOM_register_exit ( "cust1", "USER_gs_shell_init_module",
(CUSTOM_EXIT_ftn_t) cust1_register_custom_handlers);
return ( ITK_ok );
}

Server Customization, Teamcenter 14.2 4-27

Register run-time properties using custom hooks

There is a limitation on registering property methods on the same type. Among the registered property
methods on the same type, the top one in the preferences stored in the database overrides the
registration of the one that follows. Therefore only one registration works.

To work around this, register multiple methods (one as base method and the rest as post_action
methods) on the same type by following these steps:

1. Register one property method as base method, and the rest as post_action methods.

2. To register the property methods, follow this sample registration in the following code:

USER_prop_init_entry_t icsTypesMethods[] =
{
{ (char *)"WorkspaceObject", icsInitWorkspaceObjectProperties, NULL
}
};
int npTypes = sizeof ( icsTypesMethods )/
sizeof( USER_prop_init_entry_t );
for ( i = 0; i < npTypes; i++ )
{
// firstly, findout if a base method is already registered for
// TCTYPE_init_user_props_msg
ifail = METHOD__find_method( icsTypesMethods[i].type_name,
TCTYPE_init_user_props_msg, &initUserPropsMethod );
if( ifail == ITK_ok)
{
if ( initUserPropsMethod.id != 0 )
{
// already registered, the add the method as a post_action method
// add method as post action to the existing base method
ifail = METHOD_add_action( initUserPropsMethod,
METHOD_post_action_type,
icsTypesMethods[i].user_method,
icsTypesMethods[i].user_args );
}
else
{
// not yet registerd, add the method as a base method
// there is no method registerd
ifail = METHOD_register_method ( icsTypesMethods[i].type_name,
TCTYPE_init_user_props_msg,
icsTypesMethods[i].user_method,
icsTypesMethods[i].user_args,
&methodld );
}

4-28 Server Customization, Teamcenter 14.2

}
}

Core ITK functions

File relocation

Introduction to file relocation

When you create a dataset in Teamcenter, a file is created in the user's volume directory. Once it is
released (in other words, signoff is performed), it remains in the same volume along with other non-
released objects. To list and backup all of the files related to the released datasets for all of the users, all
of the dataset files should be copied to a separate directory.

Two programs have been developed to perform this task. One activates an action handler to relocate the
files on release of the job. The other relocates all of the existing released jobs.

Relocating datasets by registering an action handler

To relocate a dataset after it is released, you need to register an EPM action handler with the
EPM_register_action_handler function. Input parameters should be action strings and function
callbacks.

A handler is a small program used to accomplish a specific task. There are two kinds of handlers:

• Rule

• Action

Note:
This function should be called in the user_gsshell.c file.

To add an action handler:

1. Run Teamcenter and log on as a system administrator.

2. Open Workflow Designer.

3. Choose File→New Root Template.

The New Root Template dialog box is displayed.

4. Give the new root template a name and select another root template to base this template on. Click
OK.

Server Customization, Teamcenter 14.2 4-29

5. Click the button that displays the task handlers pane.

6. Select the task action where you want the handler to execute, and then select the handler.

7. Select the arguments needed for your handler and type their values.

8. Click the plus button to add the handler to the task action. When you are done, close the
Handlers dialog box.

Sample programs for relocating datasets

The following sample programs relocate files associated with datasets being released. It assumes that
the FLRELDIR directory exists on the operating system. If any of the target objects are datasets, all files
referenced by it are copied to the operating system directory specified by FLRELDIR.

It is assumed, for these examples, that the usr/tmp/release directory exists on the system and that all
users have write permission to that directory.

Note:
These functions relocate only the files associated with the dataset. If the job is released for an
item, folder, form and dataset, then this function only relocates the files for the job released for
the dataset.

• smp_cr_mv_hl.c

Contains the USER_cr_init_module function. This function should be called in the

USER_gs_shell_init_module function.

Once called, a new SMP-auto-relocate-file action handler is registered and the job is released. If it
contains a dataset, the dataset is relocated to the FLRELDIR directory.

• smp_cr_mv_fl.c

Contains the relocate_released_dataset_file function. This function's purpose is to relocate files

associated with the datasets being released. Using the tag of the release job as input, it finds all target
objects. If any of the target objects is a dataset, all files referenced by it are copied to the operating
system directory specified by FLRELDIR. The directory is not created by this function.

• sample_cr_move_files_main.c

Works as a standalone ITK program. It logs into Teamcenter and initializes the AE, PSM and SA
modules. Next, it creates the FLRELDIR operating system directory. It then searches for all released
jobs containing datasets and relocates these dataset files to the FLRELDIR directory.

Following are compilation tips:

4-30 Server Customization, Teamcenter 14.2

• Compile and execute smp_cr_mv_hl.c and smp_cr_mv_fl.c

To compile these files, add the USER_cr_init_module function to the USER_gs_shell_init_module

function of the user_gsshell.c file (supplied by Teamcenter). Compile the smp_cr_mv_hl.c,
smp_cr_mv_fl.c and user_gsshell.c files separately. Create a new libuser_exits.sl file using the
above .o files.

To execute this file, add the SMP-auto-relocate-file action handler to all of the release procedures.
Once the job is released, it copies released datasets to the FLRELDIR operating system directory.

• Compile and execute sample_cr_move_files_main.c and smp_cr_mv_fl.c

Compile these files separately. Link the two files using the linkitk command and create the
sample_cr_move_files_main executable. You can execute this file from the command line using:

sample_cr_move_files_main -u=user-id -p=password -g=group

The user-id variable is the Teamcenter user name; password is the Teamcenter user password; and
group is the Teamcenter user group name.

Change the revisioning scheme

If you want to change the default item revisioning scheme to something else (for example, revisions A,
B, C, and so forth to revisions -a, -b, -c, and so on), you can modify the sample code in the
user_part_no.c file.

Performing this type of customization is only required if you have overly complex revision scheme that
cannot be done in the Business Modeler IDE using naming rules or revision naming rules.

General hints about property coding

Memory allocation

If you need to manually allocate memory when writing code for the Teamcenter server, use MEM_alloc
instead of malloc.

MEM_alloc is part of the BASE_UTILS_API group, one of several functions that parallel standard C
memory allocation functions. Use MEM_free to release memory back to the system.

More information about these and other functions can be found in the Integration Toolkit Function
Reference, which is part of the References for Administrators and Customizers.

Method arguments

Method arguments extracted using va_arg must be extracted in the sequence indicated in the
Integration Toolkit Function Reference. For example:

Server Customization, Teamcenter 14.2 4-31

tag_t prop_tag = va_args(args, tag_t);

char **value = va_args(args, char**);

Note:
The Integration Toolkit Function Reference is available on Support Center.

ITK property messages

The following messages are used to set property values:

• PROP_init_value_msg

Initializes a property with a specified value.

Caution:
A method registered against this message does not exist for most objects. Therefore the
METHOD_find_method, METHOD_add_action, and some other functions cannot be used
unless another method is registered. The METHOD_find_method function does not consider
this an error and does not return a failure code. It merely returns a null method_id.

• PROP_ask_value_type_msg

Returns the value of a property.

Note:
This message is called by most ITK functions and internally by Teamcenter. However, some ITK
functions (for example, Form, FL, AE, and so on) may be bypassing this code at this time.

Caution:
Never call the PROP_ask_value_type function from inside a method registered against the
PROP_ask_value_type_msg function on the same property. This forces Teamcenter into a
recursive loop. Instead use the PROP_get_value_type function to get the raw data value.

• PROP_set_value_type_msg

Is passed whenever the user chooses OK or Apply in the Attributes dialog box or sets a value in the
workspace, Structure Manager, or with ITK. The PROP_assign_value_type function can be used.

4-32 Server Customization, Teamcenter 14.2

Caution:
Never call the PROP_set_value_type function from inside a method registered against the
PROP_set_value_type_msg function on the same property. This forces Teamcenter into a
recursive loop. Instead use the PROP_assign_value_type function to store the raw data value.

Value caching

Value caching is a technique used with run-time properties to improve performance. This is valuable
when the value of a derived property is not likely to change during the current Teamcenter session. To
cache values, use the following technique:

1. The first time a run-time property is called using the PROP_ask_value_string method, cache the
string value with the PROP_assign_type method.

2. On subsequent PROP_ask_value_string method calls, use the cached value by calling the
PROP_get_type method.

Create a custom bulk loader

Overview

Bulk property retrieval loads all the requested properties for a list of objects in one request, significantly
reducing the number of database trips. Bulk property retrieval is used by the Teamcenter services
framework to improve property retrieval performance for all service operations.

A run-time property computes its value when requested based upon other persistent properties. It may
run a database query to retrieve various persistent objects and their properties from the database. A run-
time property can register a bulk loader function with the bulk property retrieval framework. Bulk
property retrieval calls the bulk loader functionality with all of the objects upon which the run-time
property is requested, so that the bulk loader can perform bulk query and bulk loading of persistent
objects.

To implement a custom bulk loader:

1. Register the bulk loader.

2. Implement the bulk loader.

3. Implement the BulkPropertyContextData subclass to cache the bulk query results.

4. Modify the getter function to access the bulk loader cache.

Server Customization, Teamcenter 14.2 4-33

Register the bulk-loader

Using the Business Modeler IDE, define a PostAction extension, and then attach it to the legacy
operation: IMANTYPE_init_intl_props on the BOMLine business object. Please refer to Attaching
extensions to operations for details.

In the extension function, call the following C API to register the custom bulk loader for the custom
runtime property.

int PROPDESC_register_bulk_loader( tag_t pdTag,

logical invokeOnce,
BulkProperty_bulk_loader_t bulkLoaderFn )

The following example is a code snippet.

Int registerBulkLoaderPostAction(METHOD_message_t *, va_list args)

{
int ifail = ITK_ok;
va_list largs;
va_copy( largs, args );
tag_t type_tag = va_arg( largs,tag_t);
va_end( largs );
TCTYPE_ask_name( typeTag, typeName );
if( strcmp( typeName, “BOMLine” ) == 0 )
{
//Register the same bulk loader for all the properties of each absocc Form BO
TCTYPE_ask_property_by_name(type_tag, propNames[i], &pd );
logical invokeOnce = true;
PROPDESC_register_bulk_loader( pd,
invokeOnce,
pipeAbsoccBulkLoaderFn );
}
}

Implement the bulk loader

The bulk loader function signature is defined as follows:

/**
The bulk-loader function type (signature)
*/
typedef void (*BulkProperty_bulk_loader_t)(
tag_t pdTag, /**< (I) tag of PropertyDescriptor */
int n_tags, /**< (I) number of object tags to retrieve the property from*/
const tag_t* tags /**< (I) array of object tags */
Teamcenter::Property::BulkPropertyContextData** userData /**<O> For caching results
(optional) */
);

The following example is a code snippet.

void pipeAbsoccBulkLoaderFn(tag_t pdTag, int n_tags, const tag_t* tags,

4-34 Server Customization, Teamcenter 14.2

Teamcenter::Property::BulkPropertyContextData** bulkContextData)
{
//Build a bulk query to find Pipe Absocc form tags for all the input BOMLines
//Call query API

//Bulk-load Absocc Forms

ifail = AOM_load_instances( n_absOccForms, absOccForms, &n_loaded, &loaded);

//Implement PipeBulkContextData to maintain a std::map of bomline tag and absocc tag

*bulkContextData = new PipeBulkContextData();
(*bulkContextData)->set( n_tags, bomLineTags, absOccForms );
}

Implement the BulkPropertyContextData subclass to cache the bulk query results

A bulk loader needs to cache the bulk query results and enable the getter function to access the results.
In addition, the bulk query results should be cleared at the end of the bulk property retrieval to avoid
any stale data. For these reasons, the cache data should be returned to the bulk property retrieval
framework to enable the cache data to be cleared by the system at the end of the bulk property
retrieval. This requires the custom cache to be implemented as a subclass of BulkPropertyContextData.

Class AbsoccBulkContextData : public Teamcenter::Property::BulkPropertyContextData

{
public:
AbsoccBulkContextData ();
virtual ~AbsoccBulkContextData(); //clear m_bomLineAbsoccTagMap;
void set( n_tags, tag_t* keyTags, tag_t* valueTags );
tag_t find( tag_t key );
private:
std::map m_bomLineAbsoccTagMap;
}

Modify the getter function to access the bulk loader cache

The getter function can use the following C APIs to access the bulk loader results if they exist.

logical PROPDESC_is_bulk_loading_context()
BulkPropertyContextData* PROPDESC_ask_bulk_prop_context_data( METHOD_message_t* m)

The following example is a code snippet.

Int getPipeAbsoccPropFn(METHOD_message_t* m, va_list args)

{
if( PROPDESC_is_bulk_loading_context() )
{
AbsoccBulkContextData*
pipeBulkContextData = static_cast<AbsoccBulkContextData *>
(PROPDESC_ask_bulk_prop_context_data( m ));
if( pipeBulkContextData != 0 )
{
absoccFormTag = pipeBulkContextData->find( bomLineTag );
}
}
else
{

Server Customization, Teamcenter 14.2 4-35

//Existing query code to find the absocc form

}
//Check if abosoccFormTag can be NULLTAG
}

Persistent Object Manager layer

Persistent Object Manager

Persistent Object Manager concepts

The Persistent Object Manager (POM) forms part of the data management layer of the ITK. POM
provides the interface between Teamcenter objects and the relational database management system
(RDBMS). POM provides:

• Data manipulation services

Manipulation of in-memory objects and support for their saving and retrieval to and from the
underlying RDBMS.

• Locking

Support for many different applications accessing the same data concurrently.

• Referential integrity

Protection against the deletion of data used by more than one application.

• Access controls

Support for the access control lists attributed to objects. The access controls themselves are
manipulated by functions provided by the Access Manager.

To understand how the Persistent Object Manager (POM) works, you need to know about classes,
attributes, instances, indexes, and tags:

• Attribute

Attributes are the individual data fields within classes. Each attribute has a unique name within the
class that identifies it. It also has a definition that defines the type of data object and its permitted
values. For example, a Human has attributes of weight and eye color. Weight is a real number. Eye
color may be one of a set (for example, blue, grey, brown).

You can declare attributes to be class variables. This is an attribute that has the same value for all
instances of the class. When the attribute value is changed by modifying any instances, the value
changes for all instances of the same class (or subclass). This is also known as a static variable.

4-36 Server Customization, Teamcenter 14.2

• Class

A class is a definition of a data structure containing one or more attributes. Classes are organized in
hierarchy, with superclasses and subclasses. A class inherits attributes from its parent (superclass) and
passes its attributes on to its children. POM allows only single inheritance; that is, any class can have
only one parent, one grandparent, and so on.

In the following figure, classes B and C can inherit from (in other words, be direct subclasses of) only
one immediate superclass, class A. Classes B and C cannot also inherit from class XX.

Classes

Each class has a unique name. For example, the Human class is a subclass of Primate, which is itself a
subclass of Mammal. Primate inherits attributes such as hairiness and warmbloodedness from the
definition of Mammal. In addition to the inherited attributes, it adds its own, such as binocular vision.
As Human inherits from Primate, it therefore has all the attributes of a Primate. In addition, it can
have specific attributes, such as I.Q.

• Index

Indexes are created on one or more of the attributes that exist within a class definition. Indexes can
only be defined across attributes that belong to the same class.

Indexes aid performance. For example, two attributes that the Human class has are weight and eye
color. To list all Humans who have an eye color of brown, you would probably search the database for
all instances of the Human class that matches the applied criteria.

Though this type of search is performed well by a RDBMS, it is slow. The alternative is to have an index
on the eye color attribute. Internally, the database maintains its index of where to find objects with
the required attributes. Therefore, the search for Humans with brown eyes is much faster if an index
is put on a value attribute.

To optimize performance when defining the indexes, you have to anticipate what searches the
application is likely to be required.

Server Customization, Teamcenter 14.2 4-37

Note:
Indexes improves query performance when searching on that indexed attribute, but at a small
time penalty for save, update, and delete operations which must update the instance and the
index.

An index can be defined as unique. This ensures that the POM checks for an existing value for an
index when a class with attributes containing an index is instantiated. The uniqueness is tested only
upon a save to the database. While an instance remains in a user's session, duplicates may exist.

For example, the POM_user class has a name attribute that has a unique index defined on it. This
prevents two POM users with the same name from being registered with the POM.

When the unique index spans more than one attribute, the uniqueness must be for all the attributes
combined. For example, the POM_user class with first_name and second_name attributes, both
covered with a unique index, allows (John Smith and John Brown) and (John Smith and Bill Smith),
but not (John Smith and John Smith), to be registered with POM.

• Instance

Instances are the individual data items created from class definitions. Making an instance from a class
definition is instantiating that class. Each instance has the attributes defined in the class, but has its
own values for these attributes. For example, an individual Human might have a weight value of 160
pounds and an eye color value of brown.

Some classes are defined to be uninstantiable, meaning they cannot be instantiated. An example of
such a class would be Mammal.

• Tag

A tag is a short-lived reference to an instance. The tag persists for the length of a session and can be
exchanged between processes in a session.

To exchange a reference to an instance between processes of different sessions, the tag must be
converted to a persistent identifier called a handle by the sender, and from handle to tag by the
receiver. The receiver's tag can be different in value to the sender's as they are in different sessions.

POM data manipulation services

The data manipulation services allow you to execute various actions on instances.

Note:
Do not use these methods on WorkspaceObject business objects. Only use these methods if a
more specific function is not available.

4-38 Server Customization, Teamcenter 14.2

• POM_class_of_instance

Finds the class to which an instance belongs. This function returns the class in which the instance was
instantiated.

Use the POM_loaded_class_of_instance function to find the class of an instance as it has been
loaded.

• POM_copy_instances

Creates copies of a set of existing instances that must be loaded in the current session. The new
instances are of the same class as the source. The attributes are maintained as follows:

• Application-maintained attribute values are copied.

• System-maintained attribute values (for example, creation_date) are set appropriately.

The copy is created as an instance of the class in which the original instance was instantiated. This
applies even if the original instance is loaded as an instance of a superclass.

• POM_create_instance

Creates an instance of a specified class.

Caution:
Only use this method when you cannot use the
Teamcenter::BusinessObject::create(Teamcenter::CreateInput*)? method.

You can start the POM module without setting a current group. Because of this, it is also possible that
an attempt can be made to create an instance for which an owning group cannot be set. When this
happens, the function fails with no current group.

A function fails with an improperly defined class when the class is only partially defined. For example,
if you define an attribute to have a lower bound but have not yet set the value for this lower bound.

When an instance is created, all attributes with an initial value defined are set to that value. System-
maintained attributes, such as creation date and owning user, are set by the system. All other
attributes are empty. These must be set to allowable values before the instance can be saved.

• POM_delete_instances

Enables the deletion of a specified instance. The POM_delete_instances_by_enq function enables

the execution of a specified enquiry followed by the deletion of the resulting instances from the
database.

Server Customization, Teamcenter 14.2 4-39

Note:
The instances to be deleted must not be referenced or loaded by this or any other POM session.
This is how the POM maintains referential integrity. Newly created instances (in other words,
those that have not yet been saved) cannot be deleted. This is because deletion is a database
operation and these newly, unsaved instances do not yet exist there. Unloading these instances
effectively deletes them. If a class is application-protected, then instances of that class can only
be deleted by that application.

• POM_instances_of_class

Returns all the instances of a specified class.

• POM_load_instances

Loads and creates complete instances of a class. To load instances that are of different classes, use the
POM_load_instances_any_class function. However, the class that they are loaded as must be
common to all loaded instances as in the following figure.

Instances can be loaded as instances of their own class.

Class hierarchy

When the modify_lock argument for this function is set, the instances are locked for modification,
therefore no other session can lock them for further modification at the same time. When they are
not locked for modification but are either set to read_lock or no_lock, this permits other sessions to
lock them for modification or read as required.

The POM_load_instances_by_enq function executes a specified enquiry and loads the resulting set
of instances from the database, creating in-memory copies of the instances.

The POM_is_loaded function checks whether a specified instance is loaded in the caller's local
memory. Newly created instances are counted as loaded, as they are already present in the local
memory having been created during that session.

4-40 Server Customization, Teamcenter 14.2

To check whether the given instance is loaded in the caller's local memory for modification, use the
POM_modifiable function.

• POM_order_instances

Orders an array of loaded POM instances on the values of attributes that are common to all the
instances.

For this operation to be successful, the following criteria must be applied:

• The instances must be loaded.

• Only one attribute may be specified for ordering.

• None of the attributes being ordered can be empty.

• POM_refresh_instances

Refreshes a specified set of instances when instances are all of the same class.

The refresh operation is the equivalent to unloading and then reloading an instance without having to
complete the two separate operations. This operation causes the attribute values to be refreshed to
the corresponding values in the database.

Occasions when the refresh operation can be used are:

• When you need to update the instance that is currently being worked on to reflect changes that
may have occurred since the user's copy was made.

• When you decide to scrap all changes that have been made to the instance.

To refresh a specified set of instances that are not all of the same class, use the
POM_refresh_instances_any_class function. The instances are refreshed in their actual class.

These refresh functions allow the specified instance's locks to be changed.

The POM_refresh_required function checks whether a specified instance, which is loaded for read in
the caller's local memory, requires a refresh by testing if the database representation of the instance
has been altered.

• POM_save_instances

Saves to the database created instances or changes that were made to a set of instances. An
additional option of this function is the ability to discard the in-memory representation.

Server Customization, Teamcenter 14.2 4-41

The POM_save_required function checks whether a specified instance was modified. The instance
may be newly created or loaded for modification in the caller's local memory storage. The function
determines modification by testing whether the local memory representation of the instance was
altered since the instance was loaded.

After an object instance is saved, it remains locked. The application must unlock the object by calling
the POM_refresh_instances function.

• POM_unload_instances

Unloads specified instances from the in-memory representation without saving any changes that
were made to the in-memory representation.

To save changes that were made to the in-memory representation, use the POM_save_instances
function.

• POM_references_of_instance

Enables you to find all instances and classes in the database which contain references to a specified
instance.

The level of the search through the database is determined by the n_levels argument. The
where_to_search argument determines which domain to search (in other words, local memory,
database or both).

The DS argument limits the search to the working session (things not yet committed to the database).
The DB argument limits the search to the database only. DS and DB together extends the search to
both domains.

When a class is found to be referencing an instance, there is a class variable which contains that
reference.

POM inquiries to find instances

An inquiry to the Persistent Object Manager (POM) is a pattern that can be applied to saved instances of
a specified class (and its subclasses) to select a subset of those instances.

The inquiry takes the form of restrictions on attribute values and combinations of the same, using the
logical operators AND and OR. For example, if you have a furniture class with a color attribute and a
table subclass with a height attribute, it is possible to create an inquiry to list all instances of the table
class that has the restriction that the color is red.

Once an inquiry is created, it can be combined with other inquiries (such as height less than three feet).
It can then either be executed (to return a list of tags of those instances that match the inquiry) or it can
be passed to the POM_load_instances_by_enq, POM_select_instances_by_enq, and
POM_delete_instances_by_enq functions which then load, select, or delete, as appropriate, those
instances which satisfy the inquiry.

4-42 Server Customization, Teamcenter 14.2

The following functions enable the user to create, but not to execute, an inquiry of a specified attribute
or array-valued attributes:

• POM_create_enquiry_on_type

• POM_create_enquiry_on_types

To execute a specified inquiry and return a list of tags of instances as specified by the inquiry, use the
POM_execute_enquiry function.

To combine two inquiries use the POM_combine_enquiries function.

The POM_order_enquiry function specifies the order in which to produce the instances.

• Each attribute may be ordered in ascending or descending order. The instances are ordered on the
value of each attribute in turn, starting with the first attribute in the array.

• This function can be used to override a previously specified order. Therefore, for instances, the same
enquiry_id can be used more than once to produce different orderings of the same instances.

Note:
It is not possible to order on either variable length arrays (VLA) or arrays.

The POM_negate_enquiry function negates a specified enquiry and the POM_delete_enquiries

function deletes specified enquiries.

POM attribute manipulation

Introduction to POM attribute manipulation

Attribute manipulation in the Persistent Object Manager (POM) enables you to modify attributes in the
database, set and get attributes of loaded instances, manipulate tag and class IDs, manipulate variable
length arrays, and check references.

Note:
Use these methods only if you must manage attributes outside the scope of a business object.

Modifying attributes in the database

The following group of functions enables you to change the attribute values of an instance without first
loading the instance:

• POM_modify_type

Server Customization, Teamcenter 14.2 4-43

• POM_modify_types

• POM_modify_null

• POM_modify_nulls

• POM_modify_type_by_enq

• POM_modify_types_by_enq

• POM_modify_null_by_enq

• POM_modify_nulls_by_enq

You can change the following attribute values:

• A specified attribute to a given value or to NULL for specified instances all in the same class.

• All or some of the specified array-valued attribute to the given array of values, or to NULL, for
specified instances in the same class.

• The specified attribute to the given value for all instances found by an enquiry.

• All or some of the specified array-valued attributes to the given array of values for all instances found
by an enquiry.

These functions modify data directly in the database and not on loaded instances.

Setting attributes of loaded instances

The following functions enable the user to set the value of a specified attribute in an instance:

• The POM_set_attr_type and POM_set_attr_null functions change the specified attribute to the
specified value or to NULL in the local memory only, for instances when the specified instances are all
in the same class.

• The POM_set_attr_types and POM_set_attr_nulls functions change all or some of the specified array
valued attribute to the specified array of values or to NULL, in the local memory only, for instances all
in the same class.

When changing the specified array-valued attribute to NULL, the attribute must exist for all the
instances, therefore there must be a class with that attribute and instances must be in that class or in a
subclass of it. This also applies to nonarray attributes.

4-44 Server Customization, Teamcenter 14.2

Getting attributes of loaded instances

You can use the following functions within the POM module to retrieve the value of a specified attribute
in an instance, for loaded instances only:

• POM_ask_attr_type

Returns the value of the attribute for a specified instance. The value returned is the value of that
instance in the local memory; this could differ from the corresponding value in the database.

• POM_ask_attr_types

Returns n-values of values of the array-valued attribute for a specified instance starting from the
position start. The values returned are those of the value of that instance in the local memory; these
could differ from the corresponding values in the database.

Tag, class_id, and attr_id manipulation

The POM provides the following functions for conversion and comparison operations:

• POM_tag_to_string

• POM_string_to_tag

• POM_compare_dates

Variable length array manipulation

Variable length arrays (VLA) are attributes that can have a variable number of elements of their declared
type. The data type of the VLA and class type (for typed references) or string length (for notes and
strings) are declared when the attribute is defined.

When an instance of a class with a VLA attribute is created, that VLA attribute is initialized to a zero
length.

The following functions are used to extend or remove elements from the VLA. All these functions, with
the exception of POM_reorder_attr because it can be applied to any array, are specific to VLAs:

• POM_insert_attr_{type}s

Inserts the specified values into a specified VLA attribute at a specified position. The maximum value
for the specified position is the length of the VLA.

• POM_clear_attr

Clears all values from the specified VLA, effectively setting its length to 0 (zero).

Server Customization, Teamcenter 14.2 4-45

• POM_remove_from_attr

Removes a specified number of elements from the VLA.

• POM_append_attr_{type}s

Adds the specified values to the end of the specified VLAs.

• POM_length_of_attr

Returns the length of a specified VLA (in other words, the number of values in the VLA).

• POM_reorder_attr

Reorders elements within a VLA.

Check reference

To perform reference checking to find the type of a specified attribute of an instance, use the
POM_check_reference function.

The POM_check_reference function permits checking for consistency between the class definition and
the instance information.

POM users and groups

Introduction to POM users and groups

Persistent Object Manager (POM) user, group, and member objects allow users to be members of one or
more groups. Users, groups, and members are maintained internally by instances of the POM_user,
POM_group, and POM_member classes. A user is associated with a group by the existence of a
member instance that links the user to the group. These instances must be saved to the database (with
the POM_save_instances function) before they become usable.

A specified member of a group has the privilege of being the group administrator. This empowers that
user to add or remove other members to or from that group. The system administrator or any member
of the system administrator group has this privilege for any group.

Users and groups in the POM are objects in a protected application, the individual instances can only be
manipulated by the authorized application (see the POM_register_application and
POM_identify_application functions). System administrators that have been called to perform the
changes can create new users and delete old users.

4-46 Server Customization, Teamcenter 14.2

Note:
If you create a new member object for yourself, you cannot immediately set your current group
(using the POM_set_group function) to that specified. You must save the member object first.

User, group and member objects are instances of application-protected classes, though some of the
attributes of these instances are declared to be public read so that they can be asked about using the
normal calls. The effect of making these classes application protected is to restrict access to certain
attributes (for example, changing the password of a user is only possible by someone who knows the
old password) or an system administrator and to prevent every user of the system from being able to
generate new users or delete bona fide users.

Create

The following functions create instances of users, groups, and members:

• POM_new_user

• POM_new_group

• POM_new_member

The group administrator of the group in which the member resides, as well as the system administrator,
can create members of a group.

Users must be associated with a group using the member functions before the user and group become
registered.

Initialize

The following functions initialize users, groups, and members:

• POM_init_user

• POM_init_group

• POM_init_member

Only system administrators are allowed to use the these functions.

If a new instance of the POM_user class is created, using the POM_new_user function, the attributes of
the instance are automatically initialized. However, if an system administrator creates a subclass of the
POM_user class, the attributes (for example, names, password, and so on) of any new instance of the
subclass must be initialized. Call the POM_init_user function to perform this initialization.

The same rules apply to creating groups and members.

Server Customization, Teamcenter 14.2 4-47

Delete

The following functions delete users, groups and members:

• POM_delete_user

• POM_delete_group

• POM_delete_member

These functions are required because of the application protection. They take tags of instances of
groups, users or members as appropriate or any subclass of the same. If the subclass is also application
protected, then that application must also be identified.

Only a system administrator can use these functions.

Note:
When a user logs into the POM, the appropriate user and group objects are locked so that they
cannot be deleted. This lock is updated whenever the user changes the group.

After a member object is deleted, the user specified cannot log onto the listed group.

Set group

To set the group to the named group, use the POM_set_group function. Alternatively, the
POM_set_group_name function sets a specified name for a specified group.

The POM_set_default_group function sets the default group for the current user. The user object must
be loaded for modification and then must be saved again afterwards for this change to be permanent.

The POM_set_user_default_group function sets the tag of the specified user's default group. This is the
group which the user is logged into if the POM_start function is given an empty string for the
group_name argument. Only a system administrator or that individual user can use this function.

To enable a user that is logging into a group to have group system administrator privileges, use the
POM_set_group_privilege function with the privilege value of 1. A privilege value of 0 (zero) ensures
that a person logging into the specified group only has the privileges associated with an ordinary user.
The POM_set_member_is_ga function sets the group administration attribute for the specified group to
the specified value, either 0 (zero) or 1.

A member is a loaded form of the database link that gives the user authority to log onto the chosen
group (in other words, gives the user membership to the group).

The POM_set_member_user function sets the user (tag) attribute of the specified member instance to
the supplied user tag. The POM_set_member_group function sets the group (tag) attribute of the
specified member instance to the supplied group tag.

4-48 Server Customization, Teamcenter 14.2

Set user status and license level

The POM_set_user_status function sets the status of the user. If the user is not active, set the
new_status argument to 1; if the user is active, set it to 0. Only the system administrator can use this
function. The status is not interpreted by the POM, it is provided for the system administrator to classify
users.

The POM_set_user_license_status function sets the license level of the user. This function displays the
number of licenses purchased and the number in use.

User and group inquiries

• The POM_ask_owner function returns the owning user_tag and group_tag for an instance.

• POM_is_user_sa advises if the current user is logged into the POM under a privileged group.

• POM_ask_default_group returns the tag for the default group of the current user.

• In contrast to the previous function, the POM_ask_user_default_group function returns the

currently set default group for a user. Only a system administrator or the individual user can use this
function. The user object must be loaded before using these functions.

• The POM_ask_group function returns the name of the group, as handed to the POM_set_group or
POM_start functions, and the group_tag, as returned by the POM_set_group function.

• The POM_get_user function returns the name of the logged in user, as handed to the POM_start
function, and the user_tag, as returned by the POM_start function.

Application protection

Classes can be associated with a particular application, so that only that application can perform the
following operations on instances of these classes:

• Set

• Ask

• Delete

The following operations are not affected by application protection:

• Create

The instance is of no use unless the attribute is completed, and it is not possible to do this without
using set.

Server Customization, Teamcenter 14.2 4-49

• Load

Ask is required to get at the information.

• Save

This fails if there are any empty attributes, and set is required to fill them in.

• Modify

Modify is the equivalent to load, set, save, and unload.

The application protection affects all attributes defined in the given class in all instances of it or its
subclasses. Attributes can be unprotected by declaring them as public, read, or modify in the attribute
definition descriptor.

The association between a class and an application is not inherited by subclasses of the class. Those
subclasses may have an association with some applications. This could be the same one as the class
itself.

The POM_identify_application function is used by an application to identify itself to the POM so that
the POM allows it to perform protected operations on classes with which the application is associated.
On completion of the protected operations, the application becomes anonymous. POM does not allow
further operations without the application re-identifying itself.

For an application to be registered with POM and thereby obtain the application ID and code that is
required by the POM_identify_application function, use the POM_register_application function.

The code number returned by the POM_register_application function is a random number which, in
turn, is used as a level of security checking.

POM system utilities

Starting and stopping POM

The POM_start function is the first call to the POM module and therefore it logs the user into the POM.
If you call any other function before this function, then that function fails except for
POM_explain_last_error which always works.

To log out of the POM, use the POM_stop function.

Password manipulation

To set the password for the specified user, use the POM_set_password function.

4-50 Server Customization, Teamcenter 14.2

Note:
Because of the severity of this operation, it can only work on one user at a time.

The POM_check_password function checks the password for a user by comparing the given password
with the stored password.

For security, the stored password is encrypted and never decrypted or returned through the interface.
The encryption algorithm is not public.

Note:
When Security Services are installed and the TC_SSO_SERVICE environment variable is set in the
tc_profilevars file, passwords are managed by an external identity service provider rather than
Teamcenter. In this case, the POM_set_password function returns POM_op_not_supported (the
ability to change a password in the rich client and ITK is disabled).

Rollback

The rollback facility enables you to restore a process to a previous state. The state at which a process is
restored is dependent on the position of the specified markpoint.

Markpoints are used at your discretion and are placed using the POM_place_markpoint function. When
a markpoint is placed, an argument is returned advising you of the identifying number of that
markpoint.

To rollback to an earlier state in the process, use the POM_roll_to_markpoint function specifying the
markpoint to which you want to rollback. This function restores the local memory and the database to
the corresponding state that it was in when the specified markpoint was set.

As an overhead saving, rollback can be turned off with the POM_set_env_info function.

The rollback removes the caller's changes to the database. Any changes to the database by other users
are unaffected. If other users have made changes which prevent the caller's changes being reversed (for
example, deleted or changed values in an instance in the database), then the rollback fails.

Time-outs

You can use the POM_set_timeout function to set a session wide time-out value to determine the
period during which a POM function repeatedly tries to lock an instance for change (for example, when
calling the POM_load_instances function).

After the time-out period, if the POM function that is to perform the change is unsuccessful at getting
the lock, it returns the appropriate failure argument as described in the relevant function.

Server Customization, Teamcenter 14.2 4-51

The POM_ask_timeout function advises the user what time-out period has been set for the session in
seconds.

Errors

In the event of a failure, the POM_explain_last_error function explains why the last failing POM
function failed. The information that is returned by this function includes:

• The actual error code.

• The argument that caused the function to fail.

• The name of the function that failed.

• A description of what that particular error code means.

The POM_describe_error function returns a string describing the specified error code.

The description returned by this function is the same as that returned by POM_explain_last_error. For
convenience the POM_describe_error function can be called with any error code at any time.

Control of logons

The control of logons, which allows or prevents other users from accessing POM, is set by the
POM_set_logins function. When the system administrator needs to perform an operation that requires
only one POM user, the system administrator can use the POM_set_logins function to prevent any other
user from logging into the POM. In the unusual event of the process which disabled logons terminating
abnormally, the system administrator does have the authority to log on using the appropriate group and
password as identification, thus overriding the effect of the earlier POM_set_logins function call.

However, all POM users can use the POM_ask_logins function to determine whether other users are
currently allowed to access the POM.

Environmental information

The POM_set_env_info function offers alternative methods of enabling and disabling operations as
explained in its description. This function sets the following environmental information:

• Enable or disable rollback.

• Enable or disable attribute value checking in the local memory (for example, for the duplication of
unique attributes or for checking against upper/lower bounds).

• Enable or disable journalling (for example, for writing a function's arguments to the system log when
debugging and bug reporting).

4-52 Server Customization, Teamcenter 14.2

• Enable or disable argument checking.

• Log on of a traceback to the log file when receiving an error.

• Writing of all of POM SQL to the log file.

The POM_ask_env_info function returns the environmental information that was specified by the
POM_set_env_info function.

SQL

The application data stored by the POM module is accessible using direct SQL statements for read and
write purposes. The POM_sql_view_of_class function creates a database view of the selected attributes
in the given class. The view is given the name supplied and the columns are aliased with the column
names that are given in the argument for the column names.

The attributes can be from a specified class or any superclass, but they cannot include any array types.

Direct SQL access to the internal structure

These functions have been provided to allow the end user access to the database tables used by the
POM:

• The POM_dbname_of_att function takes a class identifier and an attribute identifier and returns the
textual names of the SQL database table and the column within that table in which the relevant
attribute is stored. This function can be used to either directly access the values of a specified
attribute for specific instances or to produce a query over all values of the relevant attribute in a given
class.

• The POM_type_of_att function returns the array type of the attribute identified by its class_id and
attr_id. The returned types of arrays are:

• Nonarray (for example, an integer)

• Small array

• Large array

• Variable length array

• The POM_tag_to_uid function returns a UID, which is an internal reference to an instance.

Server Customization, Teamcenter 14.2 4-53

POM functions available for user assistance

Because some POM tables (in other words, those that hold the values for the class variables) have the
entries specified by a combination of the site identifier, internal attribute, and class identifiers, you must
use the following functions:

• POM_site_id

Returns the site ID of the local POM installation.

• POM_attr_to_apid

Converts the external class and attribute identifiers into the internal integer attribute identifier.

• POM_class_to_cpid

Converts the external class identifier into the internal integer representation for a class.

• POM_get_char_ordering

Returns the ordering on the character set in use. This is useful when creating an enquiry which selects
on a string-valued attribute.

• POM_describe_token

Returns a string describing the specified token (for example, for the POM_int token, which is a
defined value, the returned string might be integer).

• POM_free

Calls MEM_free. Frees the space that the POM allocated internally when returning an array of
information.

Values that can be handed to this function are indicated by the letters <OF> after the argument in the
function syntax.

POM enquiry module

Introduction to the POM enquiry module

With the POM enquiry system, you can ask the database directly for information instead of navigating
loaded objects. For example, you can request a list of all the workspace objects where the object_name
is test. Another example is a list of all the instances of a class that have a reference to a particular tag. If
you use normal ITK objects to try to get this information, it takes a lot of time and memory. The POM
enquiry system gives you this information much more quickly and efficiently. The enquiry system allows

4-54 Server Customization, Teamcenter 14.2

you to develop queries that conform to the SQL-92 standard with a few exceptions. These exceptions
are:

• You cannot use SELECT * FROM. Only named attributes are allowed.

• You cannot use Cartesian products.

• You cannot use outer joins.

Note:
POM enquiries are not the same as saved queries. They are completely different mechanisms.

Differences between old and new POM enquiry module systems

There are actually two different enquiry systems—a newer one and an older one. You should use the
newer one with the calls that begin with POM_enquiry_ because:

• It produces better, more efficient SQL which runs faster.

• It supports more features present in SQL and allows you to do more complex queries.

• You can ask for more than one attribute to be returned. The old system only returned the tags of
matching objects.

• You can call the POM_load_instances_possible_by_enquiry function using a new enquiry and have
all the matching instances loaded efficiently.

The definition of all the API calls for the new enquiry system are in the enq.h header file and the
Integration Toolkit Function Reference.

Note:
The Integration Toolkit Function Reference is available on Support Center.

If you have legacy code, you can continue to use the old enquiry system. However, only the newer
enquiry system is described here. To make the code more readable, the return values of the API calls are
ignored in the examples. In ITK, you should always check return values before proceeding to the next
call.

Starting to use the POM enquiry module

POM enquiry module basic concepts

There are a number of basic building blocks for an enquiry. These are described below and then the
examples explain what you actually do with these and what API calls to use.

Server Customization, Teamcenter 14.2 4-55

Each enquiry has a unique name used to identify it. You specify the name when you create the enquiry
and must specify this name for anything you do with this enquiry. Once you create an enquiry, it exists
in memory until you delete it. Therefore, you can access it using the unique name even if the tag for it
has gone out of scope. It also means you must clean it up explicitly once you’ve finished with it. An
enquiry is made up of a number of smaller parts:

• SELECT attributes

The values you want to get back from the enquiry.

• ORDER BY clauses

If you want your results to come back in a particular order, you can use an ORDER BY. Note that this
adds a SELECT attribute for the thing you are ordering by.

• Attribute expressions

These allow you to control what data you want returned. These expressions form the where part of
the generated SQL statement. There are two main types of attributes:

• Fixed attributes

These are the same every time you run the enquiry. They can be simple values (for example, name
= ‘Bill’) or used to create joins between tables (described below).

• Bind variables

These allow different values to be passed to the database each time the enquiry is run. These
typically would be used either to find related objects or for values that you do not know at compile
time (for example, the value of tags).

When you add attribute expressions, you normally give both the name of the attribute and the class it
is from.

• Where clause

This combines a number of attribute expressions using different set expressions. The most common
one is AND.

These parts are the ones that you come across most often. There are a few more than can be used; they
are listed later in this document.

For example, compare the different building blocks with a very simple SQL statement:

SELECT attr1 from table1 where attr3=’test’ ORDER BY attr1

4-56 Server Customization, Teamcenter 14.2

• attr1 is a SELECT attribute

• where attr3=’test’ is a where clause and

• attr3 and ’test’ are attribute expressions

• ORDER BY attr1 is an ORDER BY clause

Basic steps to creating POM enqueries

If you create a POM enquiry, you must follow a number of steps and answer a number of questions:

1. Create your query. Each query must have a unique name; it should be something that you can
recognize later and describes what it does.

2. Add the data you want returned to your enquiry.

3. Add any attributes you need for where clauses, joins, or other items.

4. Create expressions with the attributes from the previous step to make a where clause.

5. Optionally, add an ORDER BY clause.

6. Execute the enquiry and extract the results.

7. Clean up.

Below are a number of examples that illustrate these steps for different cases.

Basic single table enquiry

This is a very simple case. This example finds all the workspace objects whose type is equal to a string
that is passed in. The following code shows a single bind variable to compare strings:

/* Create enquiry and give it a name */

POM_enquiry_create (“find_wso_by_type”);

/* Add select attributes. We want the uids of the workspace

objects so we can load them: */
char * select_attrs[1] = {“puid”};
POM_enquiry_add_select_attrs (“find_wso_by_type”,
“workspaceobject”, 1, &select_attrs);

/* Add any attribute expressions. We need two of them – one

for the value we are given and another for the attribute we are
testing against: */
POM_enquiry_set_string_value (“find_wso_by_type”, "test",

Server Customization, Teamcenter 14.2 4-57

1,&name, POM_enquiry_bind_value );
POM_enquiry_set_attr_expr (“find_wso_by_type”, "expr1",
“workspaceobject”, "attr3",
POM_enquiry_equal, "test" );

/* Set the where condition so we only get back matching rows: */

POM_enquiry_set_where_expr (“find_wso_by_type”, "expr1");

/* Now execute the query: */

POM_enquiry_execute (“find_wso_by_type”, &n_rows, &n_cols,
&values);

Note:
In the example, expr1 is any string.

The program can then iterate through the results and copy the results. Once that is done, the results
array should be freed up using the MEM_free function.

Classes and attributes in POM queries

POM queries are largely built in terms of class and attribute names. Where a class name is required, you
can use the name of any POM class or any persistent Teamcenter type. (POM enquiry does not support
queries on run-time Teamcenter types.) On execution, the query returns results from the instances of
the class or type you use. You do not need to know that names of the underlying database tables that
POM uses to store class or type instances.

An attribute is always associated with a class. Where an attribute name is required, you can use the
name of any of the class’s attributes or any of its persistent compound properties. (There are some cases
where compound properties are not supported.) You do not need to know the names of the underlying
database columns that POM uses to store the attributes.

For example, if you want to get the object_desc attribute of an item, you would refer to it using the
Item class and object_desc attribute. It does not matter that the object_desc attribute is actually on the
workspaceobject parent class or what the name of the column the data is stored in. The one exception
is the puid attribute. This is, in effect, the tag of the object and its unique identifier. If you want to load
an object or follow a reference from one object to another, you must use this attribute.

Compound properties and POM enquiry

POM enquiry supports queries on both attributes and on certain compound properties. Whether a
compound property is supported depends on how it is defined. POM enquiry only supports compound
properties:

• Whose values are stored in the database (not those calculated at run time).

4-58 Server Customization, Teamcenter 14.2

• That are defined in terms of traversing POM references or Teamcenter relations (not those defined in
terms of traversing from an item to its item revision).

• That are defined in terms of traversing to objects whose type is specified (rather than in terms of
traversing untyped references).

• If the compound property value comes from a form, where the class used to store the value is the one
specified in the current property definition (rather than some other class specified in a previous
version of the definition).

Housekeeping for POM enquiries

Once a POM enquiry has been created, it is available until it is deleted with the POM_enquiry_delete
function. Therefore, you can either:

• Create the enquiry every time you use it and then delete it immediately afterwards, or

• Create it once and reuse it during the session.

Reusing an enquiry is more efficient. However, be careful in case your code is called just before a
POM_roll_to_markpoint function call or something else that undoes any allocations in the POM. To
protect yourself against this, use a static variable and the POM_cache_for_session function. For
example:

static tag_t my_tag = null_tag;

if (my_tag == null_tag)
{
/* Create enquiry objects, set up bind values, etc */
…
POM_cache_for_session( &my_tag );
my_tag = 1;
}
else
{
/* just set up bind values */
…
}
/* now execute the enquiry and use the results */
…

The POM_cache_for_session function adds to the variable passed to it the data that is rolled back
during an UNDO operation or the POM_roll_to_markpoint function. If one of these occurs, then your
variable is set back to its previous value (in this case null_tag) and you know you have to create the
enquiry again.

Server Customization, Teamcenter 14.2 4-59

How to do a simple join for POM enquiry

A join is when you link one table or object to another. For this example, use entries in the Process Stage
List array and use them to join to EPM tasks. The following figure shows how they relate to each other.

Simple join

Each entry in the process_stage_list array points to an EPMTask using its puid field. The example in the
following code is more complicated. The information you want is the object_name attribute on all the
EPMTasks referenced by the workspace object:

/* Create enquiry and give it a name */

POM_enquiry_create (“find_referenced_task”);

/* Add select attributes. We want the object_name of the Task: */

char * select_attrs[1] = {“object_name”};
POM_enquiry_add_select_attrs (“find_referenced_task”,
“EPMTask”, 1, &select_attrs);

/* We’re starting from the workspace object, so we must add a

couple of attribute expressions for that:*/
/* This is going to be the tag we have for the WSO. */
POM_enquiry_set_tag_value (“find_referenced_task” , "wso_tag" , 1,
&object, POM_enquiry_bind_value )
POM_enquiry_set_attr_expr (“find_referenced_task” , "this_wso",\
"workspaceobject" , "puid" , POM_enquiry_equal , "wso_tag" )

/* And now join the workspace object to the EPMTasks via the
process_stage_list attribute on the workspace object */
POM_enquiry_set_join_expr (“find_referenced_task” , "task_join" ,
"workspaceobject" , "process_stage_list" ,
POM_enquiry_equal , "EPMTask" , "puid" )

/* All that’s left now is to execute the query: */

POM_enquiry_execute (“find_wso_by_type”, &n_rows,
&n_cols, &values);

4-60 Server Customization, Teamcenter 14.2

Advanced use of the POM enquiry module

POM enquiry module advanced concepts

To fully understand and be able to create queries, you must understand the following important terms
and concepts:

Class alias
This is the equivalent of a table alias in the SQL-92 standard. The class alias is very useful if you want
to define a query that has a self-join. The classic example of this is employees and managers (Find
the list of managers and their employees).
Pseudo class
The pseudo class represents a compound attribute of a given Teamcenter class. The attribute must
be either a:

• Large array (LA) or

• Variable length array (VLA)

This is useful if you want to query the LA or VLA based on a condition on one of the array attribute.
Set expression
This is the way of combining the result of two or more queries into one using (UNION,...). The
queries must be union-compatible (in other words, they must have the same number of attributes
selected and they must respectively be of the same domain).
Expression
There are two types of expressions that can be built in an SQL statement. These are:

• Logical expressions

Any expression that results to a logical value (true or false). For example, A or B, ( A and B ) or C,
A=B, A>=B, A IS NULL, A in [a,b,c].

• Function expressions

Any expression that uses a function to manipulate an attribute. For example, SUBSTR ( A,1,14),
UPPER, A+B,LOWER(A), MAX(A), MIN(A), A+B,A/B.
Escape character
Teamcenter provides two special wildcard characters: POM_wildcard_character_one and
POM_wildcard_character_any. You can set these values by calling the POM_set_env_info
function. However, if the string contains any of these wildcard characters as part of the data, you
have no way of telling Teamcenter how to treat these values. For this reason, there is a token for the
escape character called POM_escape_character.

Server Customization, Teamcenter 14.2 4-61

You can set this character in the same way as for the POM_wildcard_character_any or
POM_wildcard_character_one characters, by calling the POM_set_env_info function with its first
argument POM_escape_character token. If any of the wildcard characters is part of the data, then
you must escape it with the chosen escape character.

Note:
• If the escape character is found in the string and is not followed by either the wildcard
characters or itself, the POM removes it from the string.

• The PUID, PSEQ and PVAL keywords are reserved Teamcenter words.
PUID can be used as an attribute of any POM class. PSEQ and PVAL can only be used as
attributes of a pseudo-class.

Query specification

The SQL-92 standard query specification consists of the following clauses:

• SELECT select-list

• FROM class-list

• [ WHERE search-condition ]

• [ ORDER BY attribute-list ]

• [ GROUP BY attribute-list ]

• [ HAVING search-condition ]

Clauses enclosed by brackets [ ] are optional.

Building expressions

The POM enquiry system APIs contain a list of functions that can be used to build expressions.

Function Description

POM_enquiry_set_attr_expr This is the recommended way for creating expressions on

class.attr. It is used as follows:
Create a type value: POM_enquiry_set_type_value (enqid,
valid, n_values, values, property); here property can be
either POM_enquiry_const_value or
POM_enquiry_bind_value.

4-62 Server Customization, Teamcenter 14.2

Function Description

Create the expression: POM_enquiry_set_attr_expr (enqid,

exprid, class, attr, operator, valid)

Note:
valid cannot be NULL. If the right-hand side of the
expression is NULL such as for the unary operators
UPPER and LOWER, you must create (char *valid="").

POM_enquiry_set_type_expr This is a convenient function that avoids the need to create

a value. It is used as follows:
POM_enquiry_set_type_expr (enqid, exprid, class, attr,
operator, type, value)
type must be the type of the attribute in question. type can
be: int, double, char, string, logical, tag_t, date_t. In the
case of tag_t and date_t, the function name is
POM_enquiry_set_tag_expr and
POM_enquiry_set_date_expr. However, this function
cannot be used to create expressions on class.attr where
the class has no associated database table (such
POM_system_class). Use the POM_enquiry_set_attr_expr
function instead.

POM_enquiry_set_expr This function is used to combine two expressions into one.

For example, - expr1 OR expr2, expr1 AND expr2. - UPPER
( SUBSTR ( A, 1,14 )). - expr1 theta-op expr2 where theta-
op can be: =,>,>=,<,<=.... ( a+b)*c.

Note:
If you have an expression like the following:
(class.attr1 + class.attr2)/class.attr3 in the select-
clause, you need to add an expression to the where-
clause as follows: ( (class.attr3 > 0) AND (class.attr3
IS NOT NULL)).

Practical example

For example, if you want to find the name and type of all objects created since March 8, 2005, the SQL
statement is:

SELECT object_name, object_type FROM WorkspaceObject WHERE creation_date

>=
08-Mar-2005 00:00

Server Customization, Teamcenter 14.2 4-63

The POM enquiry APIs required to create this query are shown in the following code:

void ***report;
int n_rows, n_cols, row, column;
const char *select_attr_list[] = { "object_name", "object_type"};
date_t aDate;

ITK_string_to_date("08-Mar-2005 00:00", &aDate);

/*create a query*/
POM_enquiry_create("aEnqId");
/*add the list to the select clause of the query*/
POM_enquiry_add_select_attrs("aEnqId", "WorkspaceObject", 2,
select_attr_list);
/*create a date value object.*/
POM_enquiry_set_date_value("aEnqId", "aValId", 1, &aDate,
POM_enquiry_bind_value);
/* create an expression for pcreation_date = Date using the value "aValId"
*/
POM_enquiry_set_attr_expr("aEnqId", "aExpId", "WorkspaceObject",
"creation_date", POM_enquiry_greater_than_or_eq, "aValId");
/*set the where clause search condition.*/
POM_enquiry_set_where_expr( "aEnqId", "aExpId"));
/*execute the query*/
POM_enquiry_execute("aEnqId", &n_rows, &n_cols, &report);
for (row = 0; row < n_rows; row++)
{
for (column = 0; column < n_cols; column++)
printf("%s\t", report[row][column]);
printf("\n");
}

Data in the report variable can be read as report[i][j] where i is the row and j is the column.

As can be seen from the previous example, the FROM clause was not defined. It is automatically derived
from the other clauses of the query.

SELECT clause

The SELECT list of an SQL statement consists of a list of attributes and expressions. The operator of the
expression must be a valid one supported by the RDBMS in use. The following are supported: +, -, /, *,
substr, upper, lower, contact, to_number, to_date, cpid_of, uid_of, max, min, avg, count all, count
distinct, and sum.

Refer to the Supported operators table for valid token names supported by the enquiry system.

For example, if you want to find all the objects created by the users Ahmed, Hewat, and James, the SQL
statement would be:

4-64 Server Customization, Teamcenter 14.2

SELECT pa.object_name,pr.user_name FROM pom_application_object pa, user

ur,
person pr WHERE ur.person = pr.puid and pr.puid = pa.puid and
pr.user_name in ('Ahmed','Hewat','James')

The POM enquiry APIs required to create this query are as follows:

As can be seen from the previous SQL statement, the object_name and user_name attributes do not
belong to the same class. Therefore you need to call the POM_enquiry_add_select_attrs function
twice, as shown in the following code:

/create variables for POM_enquiry_execute/

int rows,cols;
void *** report;
/* Create a query*/
POM_enquiry_create ("a_unique_query_id")
/*create two variables called select_attr_list1 and select_attr_list2 */
const char * select_attr_list1[] = { "object_name"};
const char * select_attr_list2[] = { "user_name" };
/*create a variable value_list */
const char * value_list[] = {"Ahmed","Hewat", "James"};
POM_enquiry_add_select_attrs ( "a_unique_query_id",
"pom_application_object", 1,
select_attr_list1 );
POM_enquiry_add_select_attrs ( "a_unique_query_id", "person", 1,
select_attr_list2
);
/*Create the join expr ur.rpersonu = pr.puid*/
POM_enquiry_set_join_expr
("a_unique_query_id","auniqueExprId_1","user","person",
POM_enquiry_equal,"person","puid"
);
/*Create the join expr pr.puid = pa.puid*/
POM_enquiry_set_join_expr
("a_unique_query_id","auniqueExprId_2","person","puid",
POM_enquiry_equal,"pom_application_object","puid"
);
/*Create a tag value.*/
POM_enquiry_set_string_value ( "a_unique_query_id", "aunique_value_id", 3,
value_list,
POM_enquiry_bind_value );
/*Create the expression user_name in ('Ahmed','Hewat','James').*/
POM_enquiry_create_attr_expr ( "a_unique_query_id","auniqueExprId_3",
"person",
"user_name",
POM_enquiry_in, "aunique_value_id" );
/*Combine the expr_1 and expr_2 using AND.*/
POM_enquiry_set_expr ( "a_unique_query_id","auniqueExprId_4",
"auniqueExprId_1",

Server Customization, Teamcenter 14.2 4-65

POM_enquiry_and, "auniqueExprId_2" );
/*Combine the expr_3 and expr_4 using AND.*/
POM_enquiry_set_expr ( "a_unique_query_id","auniqueExprId_5",
"auniqueExprId_3",
POM_enquiry_and, "auniqueExprId_4" );
/*Set the where clause of the query*/
POM_enquiry_set_where_expr ( "a_unique_query_id","auniqueExprId_5" );
/*Execute the query.*/
POM_enquiry_execute ( "a_unique_query_id",&row,&cols,&report);
/*Delete the query*/
POM_enquiry_delete ( "a_unique_query_id" );

Notice that the POM_enquiry_bind_value token specifies that the query can be rerun with different
values without the need to re-evaluate the query. Also by using bind variables, you are telling the
database server to cache the plan of the execution of the SQL statement which saves time.

FROM clause

The FROM clause of the query is automatically generated.

WHERE clause

The WHERE clause of a query restricts the result to only those rows that verify the condition supplied.

For example, if you want to find the name and type of all objects created between date1 and date2, the
SQL statement is:

SELECT object_name,object_type FROM pom_application_object WHERE

creation_date
BETWEEN date1 and date2

The POM enquiry APIs required to create this query are shown in the following code:

/create variables for POM_enquiry_execute/

int rows,cols;
void *** report;
/*create a query*/
POM_enquiry_create ("a unique query id")
/*create a variable called select-attr_list*/
const char * select_attr_list[] = { "object_name","object_type"};
/*add the list to the select clause of the query*/
POM_enquiry_add_select_attrs ("a unique query id" ,
"pom_application_object", 2 ,
select_attr_list );
/*create two date_t variables.*/
const date_t aDate1;
const date_t aDate2;
const date_t date_list[2];

4-66 Server Customization, Teamcenter 14.2

/*initialize adate1. */
aDate1.day = day1; aDate1.month = month1; aDate1.year = year1; aDate1.hours
= 0;
aDate1.minutes = 0;
aDate1.seconds = 0;
/*initialize adate2. */
aDate2.day = day2; aDate2.month = month2; aDate2.year = year2; aDate2.hours
= 0;
aDate2.minutes = 0;
aDate2.seconds = 0;
date_list[0]=aDate1;
date_list[1]=aDate2;
/*create a date value object.*/
POM_enquiry_set_date_value ("a unique query id" , "auniquevalueId", 2 ,
date_list
, POM_enquiry_bind_value );
/*create an expression for pcreation_date between aDate1 and aDate2 using
the value
"auniquevalueId"*/
POM_enquiry_set_attr_expr ("a unique query id","auniqueExprId",
"pom_application_object","creation_date",POM_enquiry_between,
"auniquevalueId");
/*set the where clause search condition.*/
POM_enquiry_set_where_expr ( "a unique query id","auniqueExprId");
/*execute the query*/
POM_enquiry_execute ( "a unique query id",&row,&cols,&report);
/*Delete the query*/
POM_enquiry_delete ( "a_unique_query_id" );

ORDER BY clause

The ORDER BY list of an SQL statement consists of a list of attributes and expressions. The operator of
the expression must be a valid one supported by the RDBMS in use.

Refer to the Supported operators table for valid token names supported by the enquiry system.

For example, if you want to find all the objects created by the users Ahmed, Hewat and James ordered
by the user_name attribute, the SQL statement is:

SELECT pa.pobject_name,pr.user_name FROM ppom_application_object pa,

puser ur,
pperson pr WHERE ur.rpersonu = pr.puid and pr.puid = pa.puid and
pr.puser_name
in ('Ahmed','Hewat','James') ORDER BY user_name

As can be seen from the previous SQL statement, the object_name and user_name attributes do not
belong to the same class, therefore you need to call the POM_enquiry_add_select_attrs function twice.
The POM enquiry APIs required to create this query are shown in the following code:

Server Customization, Teamcenter 14.2 4-67

/create variables for POM_enquiry_execute/

4-68 Server Customization, Teamcenter 14.2

/Execute the query./

POM_enquiry_execute ( "a_unique_query_id",&row,&cols,&report);
/*Delete the query*/
POM_enquiry_delete ( "a_unique_query_id" );

GROUP BY clause

This the same as the ORDER BY clause except for the sorting order. Just replace the
POM_enquiry_add_order_attr function with the POM_enquiry_add_group_attr function and the
POM_enquiry_add_order_expr function with the POM_enquiry_add_group_expr function.

HAVING clause

This is the same as the WHERE clause. Replace the POM_enquiry_set_where_expr function with the
POM_enquiry_set_having_expr function.

Subqueries

For example, if you want to find the list of folders whose contents attribute contains a UGMASTER type
dataset, the SQL statement is:

SELECT f1.puid FROM folder f1 WHERE f1.contents in ( SELECT ds.puid FROM

dataset ds WHERE ds.object_type = 'UGMASTER' );

The POM enquiry APIs required to create this query are shown in the following code:

/create variables for POM_enquiry_execute/

int rows,cols;
void *** report;
/*create a variable select_attr_list */
const char * select_attr_list[] = {"puid"};
/* Create a query*/
POM_enquiry_create ("a_unique_query_id")
As can be seen from the above pseudo-SQL statement contains a subquery.
Hence the need for creating one.
/*Create a subquery.*/
POM_enquiry_set_sub_enquiry ( "a_unique_query_id", "subquery_unique_id" );
/* select the puid from Folder class.*/
POM_enquiry_add_select_attrs ( "a_unique_query_id", "Folder", 1,
select_attr_list
);
/* select the puid from Dataset class.*/
POM_enquiry_add_select_attrs ( "subquery_unique_id", "Dataset", 1,
select_attr_list
);
/*Create the expr ds.type = 'UGMASTER'.*/
POM_enquiry_set_string_expr
("subquery_unique_id","auniqueExprId_1","Dataset",

Server Customization, Teamcenter 14.2 4-69

"object_type",POM_enquiry_equal,"UGMASTER"
);
/*Set the subquery where clause.*/
POM_enquiry_set_where_expr ( "subquery_unique_id","auniqueExprId_1" );
/*Create the expr f1.contents in subquery.*/
POM_enquiry_set_attr_expr
("a_unique_query_id","auniqueExprId_2","Folder","contents",
POM_enquiry_in,"subquery_unique_id"
);
/*Set the outer query where clause.*/
POM_enquiry_set_where_expr ( "a_unique_query_id","auniqueExprId_7" );
/*Execute the outer query.*/
POM_enquiry_execute ( "a_unique_query_id",&row,&cols,&report);
/*Delete the query*/
POM_enquiry_delete ( "a_unique_query_id" );

Note:
The POM_enquiry_in function can be replaced by the POM_enquiry_not_in,
POM_enquiry_exists, or POM_enquiry_not_exists function.

For IN, NOT IN, EXISTS and NOT EXISTS operators, see your RDBMS reference manual.

Use of class_alias

For example, if you want to find the list of folders whose contents attribute contains a folder of type
'override' and its contents has an item revision X, the pseudo-SQL is:

select f1.puid from folder f1,folder f2, item_revision itr where

f1.contents
= f2.puid and f2.type = 'override' and f2.contents = itr.puid and
itr.object_name = 'X';

The folder class appears twice in the from clause and therefore needs a class alias.

The POM enquiry APIs required to create this query are shown in the following code:

/create variables for POM_enquiry_execute/

int rows,cols;
void *** report;
/*create a variable select_attr_list */
const char * select_attr_list[] = {"puid"};
/* Create a query*/
POM_enquiry_create ("a_unique_query_id")
/*Create a class alias for the Folder class.*/
POM_enquiry_create_class_alias ( "a_unique_query_id",
"Folder",1,"Folder_alias");
/* select the puid from Folder class.*/

4-70 Server Customization, Teamcenter 14.2

POM_enquiry_add_select_attrs ( "a_unique_query_id", "Folder", 1,

select_attr_list
);
/*Create the join expr f1.contents = f2.puid*/
POM_enquiry_set_join_expr
("a_unique_query_id","auniqueExprId_1","Folder","contents",
POM_enquiry_equal,"Folder_alias","puid"
);
/*Create the expr f2.type = 'override'.*/
POM_enquiry_set_string_expr
("a_unique_query_id","auniqueExprId_2","Folder_alias",
"type",POM_enquiry_equal,"override"
);
/*Create the join expr f2.contents = itr.puid*/
POM_enquiry_set_join_expr
("a_unique_query_id","auniqueExprId_3","Folder_alias",
"contents",POM_enquiry_equal,"Item_revision","puid"
);
/*Create the expr itr.object_name = 'X'.*/
POM_enquiry_set_string_expr
("a_unique_query_id","auniqueExprId_4","Folder_alias",
"object_name",POM_enquiry_equal,"X"
);
/*Combine the expr_1 and expr_2 using AND.*/
POM_enquiry_set_expr ( "a_unique_query_id","auniqueExprId_5",
"auniqueExprId_1",
POM_enquiry_and, "auniqueExprId_2" );
/*Combine the expr_3 and expr_4 using AND.*/
POM_enquiry_set_expr ( "a_unique_query_id","auniqueExprId_6",
"auniqueExprId_3",
POM_enquiry_and, "auniqueExprId_4" );
/*Combine the expr_5 and expr_6 using AND.*/
POM_enquiry_set_expr ( "a_unique_query_id","auniqueExprId_7",
"auniqueExprId_5",
POM_enquiry_and, "auniqueExprId_6" );
/*Set the where clause of the query*/
POM_enquiry_set_where_expr ( "a_unique_query_id","auniqueExprId_7" );
/*Execute the query.*/
POM_enquiry_execute ( "a_unique_query_id",&row,&cols,&report);
/*Delete the query*/
POM_enquiry_delete ( "a_unique_query_id" );

Use of pseudo_class

For example, if you want to find all versions of the dataset 'X', the pseudo-SQL is:

select ds.puid from dataset ds, revisionAnchor rva where

ds.rev_chain_anchor
= rva.puid and rva.revisions.PSEQ = 0 and ds.object_name = 'X'

Server Customization, Teamcenter 14.2 4-71

The PSEQ attribute in the where clause is not a POM_attribute and the 'revisions' is not a POM_class.
Since the only classes you are allowed to query on are POM_classes, you have to convert the revisions
attribute of the revisionAnchor into a POM_class. To do this, create a pseudo-class on the attribute
revisions of the revisionAnchor.

Note:
You can only create pseudo-classes for VLA or LA attributes.

The POM enquiry APIs required to create this query are shown in the following code:

/* Create variables for POM_enquiry_execute*/

int rows,cols;
void *** report;
/* Create a variable select_attr_list */
const char * select_attr_list[] = {"puid"};
/* Create a variable int_val=0*/
const int int_val = 0;
/* Create a query*/
POM_enquiry_create ("a_unique_query_id")
/* Create a pseudo-class for the revisionAnchor.revisions attribute.*/
POM_enquiry_set_pseudo_calias ( "a_unique_query_id",
"RevisionAnchor","revisions",
"class_revisions");
/* Select the puid from Dataset class.*/
POM_enquiry_add_select_attrs ( "a_unique_query_id", "Dataset", 1,
select_attr_list);
/* Create the expr rva.revisons.pseq = 0.*/
/* First create an int value.*/
POM_enquiry_set_int_value ( "a_unique_query_id","auniqueValueId", 1,
&int_val,
POM_enquiry_bind_value
);
POM_enquiry_set_attr_expr
("a_unique_query_id","auniqueExprId_1","class_revisions",
"pseq",POM_enquiry_equal,"auniqueValueId"
);
/* NOTICE: the 'pseq' attribute is reserved keyword in TC/POM, it can be
used as an
attribute of the pseudo-class. The same
apply to pval and puid. */
/* Create the expr ds.object_name = 'X'.*/
POM_enquiry_set_string_expr
("a_unique_query_id","auniqueExprId_2","Dataset",
"object_name",POM_enquiry_equal,"X"
);
/* Create the join expr ds.rev_chain_anchor = rva.puid */
POM_enquiry_set_join_expr ("a_unique_query_id","auniqueExprId_3","Dataset",

4-72 Server Customization, Teamcenter 14.2

"rev_chain_anchor",POM_enquiry_equal,"revisionAnchor","puid");
/* Combine the expr_1 and expr_2 using AND.*/
POM_enquiry_set_expr ( "a_unique_query_id","auniqueExprId_4",
"auniqueExprId_1",
POM_enquiry_and, "auniqueExprId_2" );
/* Combine the expr_3 and expr_4 using AND.*/
POM_enquiry_set_expr ( "a_unique_query_id","auniqueExprId_5",
"auniqueExprId_3",
POM_enquiry_and, "auniqueExprId_4" );
/* Set the where clause of the query*/
POM_enquiry_set_where_expr ( "a_unique_query_id","auniqueExprId_5" );
/* Execute the query.*/
POM_enquiry_execute ( "a_unique_query_id",&row,&cols,&report);
/* Delete the query*/
POM_enquiry_delete ( "a_unique_query_id" );

Use of Set-Expression

INTERSECTION

For example, if you want to find all the objects that are common to two folders, the pseudo SQL is as
follows:

select f1.contents from folder f1 where f1.object_name=’Compare’

INTERSECTION
select f2.contents from folder f2 where f2.object_name=’Reference’

The pseudo SQL consists of two queries that are combined by the INTERSECTION set operator. In this
case, one of the queries must be the outer query and the other one must be scoped to it. Therefore, the
non-outer query must be created as a subquery of the outer one.

The POM enquiry APIs required to create this query are shown in the following code:

/* Create variables for POM_enquiry_execute*/

int rows,cols;
void *** report;
/* Create a variable select_attr_list */
const char * select_attr_list[] = {"contents"};
/* Create a query*/
POM_enquiry_create ("a_unique_query_id")
/* Select the contents from Folder class.*/
POM_enquiry_add_select_attrs ( "a_unique_query_id", "Folder", 1,
select_attr_list );
/* Now limit it to just the folder we want to see */
/* Folder names are not always unique so for a real example you should */
/* use the tag of the folder */
POM_enquiry_set_string_expr ("a_unique_query_id","auniqueExprId_1","Folder",
"object_name", POM_enquiry_equal, "Compare" );

Server Customization, Teamcenter 14.2 4-73

/* Set the outer query where clause.*/

POM_enquiry_set_where_expr ( "a_unique_query_id","auniqueExprId_1" );
/* POM implements set queries as subqueries and so we need to create one */
POM_enquiry_set_sub_enquiry ( "a_unique_query_id", "subquery_unique_id" );
/* Create a class alias for the Folder class. The folder class appears
twice - once */
/* in the outer query and the other time in the subquery. */
POM_enquiry_create_class_alias ( "subquery_unique_id",
"Folder",1,"Folder_alias");
/* Select the contents from other folder.*/
POM_enquiry_add_select_attrs ( "subquery_unique_id", "Folder_alias", 1,
select_attr_list);
POM_enquiry_set_string_expr
("a_unique_query_id","auniqueExprId_2","Folder_alias",
"object_name", POM_enquiry_equal, "Reference" );
/* Set the subquery where clause.*/
POM_enquiry_set_where_expr ( "subquery_unique_id","auniqueExprId_2" );
/* Add the set expression */
POM_enquiry_set_setexpr ("a_unique_query_id”, POM_enquiry_intersection,
"subquery_unique_id");
/* Execute the outer query.*/
POM_enquiry_execute ( "a_unique_query_id",&row, &cols, &report);
/* Delete the query*/
POM_enquiry_delete ( "a_unique_query_id" );

DIFFERENCE

For example, if you want to find all the objects that are in a reference folder that do not exist in a named
folder, the pseudo SQL is:

select f1.contents from folder f1 where f1.object_name=’Reference’

DIFFERENCE
select f2.contents from folder f2 where f2.object_name=’Compare’

The pseudo SQL consists of two queries that are combined by the DIFFERENCE set operator. In this case,
one of the queries must be the outer query and the other one must be scoped to it. Therefore, the non-
outer query must be created as a subquery of the outer one.

The POM enquiry APIs required to create this query are shown in the following code:

/create variables for POM_enquiry_execute/

int rows,cols;
void *** report;
/*create a variable select_attr_list */
const char * select_attr_list[] = {"contents"};
/* Create a query*/
POM_enquiry_create ("a_unique_query_id")
/* select the contents from Folder class.*/

4-74 Server Customization, Teamcenter 14.2

POM_enquiry_add_select_attrs ( "a_unique_query_id", "Folder", 1,

select_attr_list );
/* Now limit it to just the folder we want to see */
/* Folder names are not always unique so for a real example you should */
/* use the tag of the folder */
POM_enquiry_set_string_expr ("a_unique_query_id","auniqueExprId_1","Folder",
"object_name", POM_enquiry_equal, "Reference" );
/*Set the outer query where clause.*/
POM_enquiry_set_where_expr ( "a_unique_query_id","auniqueExprId_1" );
/* POM implements set queries as subqueries and so we need to create one */
POM_enquiry_set_sub_enquiry ( "a_unique_query_id", "subquery_unique_id" );
/* Create a class alias for the Folder class. The folder class appears
twice - once */
/* in the outer query and the other time in the subquery. */
POM_enquiry_create_class_alias ( "subquery_unique_id",
"Folder",1,"Folder_alias");
/* select the contents from other folder.*/
POM_enquiry_add_select_attrs ( "subquery_unique_id", "Folder_alias", 1,
select_attr_list);
POM_enquiry_set_string_expr
("a_unique_query_id","auniqueExprId_2","Folder_alias",
"object_name", POM_enquiry_equal, "Compare" );
/*Set the subquery where clause.*/
POM_enquiry_set_where_expr ( "subquery_unique_id","auniqueExprId_2" );
/* Add the set expression */
POM_enquiry_set_setexpr ("a_unique_query_id”, POM_enquiry_difference,
"subquery_unique_id");
/*Execute the outer query.*/
POM_enquiry_execute ( "a_unique_query_id", &row, &cols, &report);
/*Delete the query*/
POM_enquiry_delete ( "a_unique_query_id" );

UNION

For example, you have two forms: FORM1 and FORM2. FORM1 is an engineering type form that has
two attributes: weight and material. FORM2 is a production type form and has two attributes: cost and
effectivity_date.

If you want to find all engineering type objects that weigh more than wt1 and all production type
objects that cost less than cost1, the pseudo SQL is:

Select f1.puid From FORM1 Where f1.type = 'engineering' And f1.weight >
wt1
UNION Select f2.puid From FORM2 Where f2.type = 'Production' And
f2.cost < cost1

Server Customization, Teamcenter 14.2 4-75

Tip:
When using the same class in multiple FROM clauses associated with a UNION, you will need to
use a class alias.

The POM enquiry APIs required to create this query are shown in the following code:

/* create variables for POM_enquiry_execute*/

int rows,cols;
void *** report;
/* Create a variable select_attr_list */
const char * select_attr_list[] = {"puid"};
/* Create a query*/
POM_enquiry_create ("a_unique_query_id")
/* Select the puid from FORM1 class.*/
POM_enquiry_add_select_attrs ( "a_unique_query_id", "form1", 1,
select_attr_list);
/* Create the expr f1.type = 'engineering'*/
POM_enquiry_set_string_expr ( "a_unique_query_id","auniqueExprId_1","form1",
"object_type", POM_enquiry_equal,"engineering");
/* Create the expr f1.weight > wt1*/
POM_enquiry_set_double_expr
( "a_unique_query_id","auniqueExprId_2","form1","weight",
POM_enquiry_greater_than,wt1);
/* Combine expr1 and expr2 using AND operator.*/
POM_enquiry_set_expr ( "a_unique_query_id", "auniqueExprId_3",
"auniqueExprId_1",
POM_enquiry_and,"auniqueExprId_2" );
/* Set the where clause of the outer query*/
POM_enquiry_set_where_expr ( "a_unique_query_id","auniqueExprId_3" );
/* Create a subquery*/
POM_enquiry_set_sub_enquiry ("a_unique_query_id", "subquery_unique_id" )
/* Select the puid from FORM2 class.*/
POM_enquiry_add_select_attrs ( "subquery_unique_id", "form2", 1,
select_attr_list
);
/* Create the expr f2.cost <cost1*/
POM_enquiry_set_double_expr
( "subquery_unique_id","auniqueExprId_5","form2",
"cost",POM_enquiry_less_than,cost1 );
/* Combine expr4 and expr5 using AND operator.*/
POM_enquiry_set_expr ( "subquery_unique_id", "auniqueExprId_6",
"auniqueExprId_4",
POM_enquiry_and, "auniqueExprId_5" );
/* Set the where clause of the subquery*/
POM_enquiry_set_where_expr ( "subquery_unique_id","auniqueExprId_6" );
/* Now we need to set the set-expression of the outer query. */
POM_enquiry_set_setexpr ( "a_unique_query_id" ,"setexpr",POM_enquiry_union ,

4-76 Server Customization, Teamcenter 14.2

"subquery_unique_id" );
/* Execute the query.*/
POM_enquiry_execute ( "a_unique_query_id",&row,&cols,&report);
/* Delete the query*/
POM_enquiry_delete ( "a_unique_query_id" );

POM enquiry module special operators

POM_enquiry_substr

If you want to create the expression SUBSTR (item.desc,1,5)='blob', you can use the enquiry APIs as
shown in the following code:

/Create a variable int_list/

const int int_list[]={1,5};
/*Create a string variable*/
const char *str_list[]={"blob"};

/* First we need to create an int value:*/

POM_enquiry_set_int_value
( "a_unique_query_id","auniqueValueId_1",2,int_list,
POM_enquiry_const_value);
/* Create the expression SUBSTR ( item.desc, 1,5) using the int value.*/
POM_enquiry_set_attr_expr ( "a_unique_query_id",
"auniqueExprId_1","item","desc",
POM_enquiry_substr,"auniqueValueId_1")
/* Create a string value = 'blob'.*/
POM_enquiry_set_str_value
( "a_unique_query_id","auniqueValueId_2",1,str_list,
POM_enquiry_bind_value);
/* Create the expression SUBSTR ( item.desc, 1,5) = 'blob'.*/
POM_enquiry_set_expr ( "a_unique_query_id","auniqueExprId_2",
"auniqueExprId_1",
POM_enquiry_equal, "auniqueValueId_2");

POM_enquiry_cpid_of

For example, if you want to find all the dataset objects of a folder, the pseudo SQL is:

Select contents From Folder Where cpid_of ( contents ) = dataset cpid

The way to implement this query in the old query system is to use a join between dataset and folder
contents. To avoid the performance penalty of using the join, you can use the POM_enquiry_cpid_of
special operator.

Server Customization, Teamcenter 14.2 4-77

Note:
POM_enquiry_cpid_of can only be used with typed or untyped_reference type attributes.

/Find the cpid of dataset class by using:/

POM_class_id_of_class ("dataset",&classid );
POM_class_to_cpid ( classid, &cpid );
/*create variables for POM_enquiry_execute*/
int rows,cols;
void *** report;
/*create a variable select_attr_list */
const char * select_attr_list[] = {"contents"};
/* Create a query*/
POM_enquiry_create ("a_unique_query_id")
/* select the puid from folder class.*/
POM_enquiry_add_select_attrs ( "a_unique_query_id", "folder", 1,
select_attr_list);
/*create an int value*/
POM_enquiry_set_int_value ( "a_unique_query_id", "auniqueValueId_1", 1,
&cpid,
POM_enquiry_bind_value);
/* Create the expression cpid_of( contents ).*/
POM_enquiry_set_attr_expr ( "a_unique_query_id", "auniqueExprId_1",
"folder",
"contents", POM_enquiry_cpid_of, "" );
/*Set the expression cpid_of ( contents ) = dataset cpid.*/
POM_enquiry_set_expr ( "a_unique_query_id",
"auniqueExprId_2","auniqueExprId_1",
POM_enquiry_equal,"auniqueValueId");
/*Set the where clause of the query*/
POM_enquiry_set_where_expr ( "a_unique_query_id","auniqueExprId_2" );
/*Execute the query.*/
POM_enquiry_execute ( "a_unique_query_id",&row,&cols,&report);
/*Delete the query*/
POM_enquiry_delete ( "a_unique_query_id" );

POM_enquiry_upper and POM_enquiry_lower

If you want to create the expression UPPER(item.desc )= UPPER('blob'), you can use the enquiry APIs as
shown in the following code:

/Create a string variable/

const char *str_list[]={'blob'};
/* Create the expression UPPER( item.desc).*/
POM_enquiry_set_attr_expr ( "a_unique_query_id",
"auniqueExprId_1","item","desc",
POM_enquiry_upper,"")
/* Create a string value = 'blob'.*/

4-78 Server Customization, Teamcenter 14.2

POM_enquiry_set_int_value
( "a_unique_query_id","auniqueValueId_2",1,str_list,
POM_enquiry_bind_value);
/* Create the expression UPPER( item.desc) = UPPER('blob').*/
POM_enquiry_set_expr ( "a_unique_query_id","auniqueExprId_2",
"auniqueExprId_1",
POM_enquiry_equal, "auniqueValueId_2");

Note:
When you apply the upper or lower operator to the left hand side of an expression, the operator is
applied automatically to the right hand side of the expression.

POM_enquiry_countdist

If you want to create the expression COUNT(DISTINCT item.puid ), you can use the enquiry APIs as
shown in the following code:

/* Create the expression COUNT(DISTINCT item.desc).*/

POM_enquiry_set_attr_expr ( "a_unique_query_id",
"auniqueExprId_1","item","puid",
POM_enquiry_countdist,"")

Note:
You cannot use count ( * ). Instead use COUNT ( ALL class.puid ) by using the
POM_enquiry_countall. To return only the number of distinct rows, use COUNT (DISTINCT
class.puid ), by using the POM_enquiry_countdist.

The same apply to MAX, MIN, AVG, and SUM except that these apply to different attributes of the class,
not the puid.

POM_enquiry_in and POM_enquiry_not_in

These operators can be used either with a subquery or a list of values. Oracle imposes some restrictions
on the number of values allowed in the in-list when using bind variables. These are:

• The number of bind values is limited to 254.

• If you create a query with more than MAX_BIND_VALUE bind variables, the new query system
converts the bind values into constants and construct a query that can be successfully executed.
However, the SQL statement is not cached and therefore risks flooding the System Global Area (SGA).

Supported operators

The following table shows the operators that are supported in the POM enquiry module.

Server Customization, Teamcenter 14.2 4-79

Operator Left Right Where it can be used

POM_enquiry_or expr expr WH

POM_enquiry_and expr expr WH

POM_enquiry_equal attr/expr expr/value WH

POM_enquiry_not_equal attr/expr expr/value WH

POM_enquiry_greater_than attr/expr expr/value WH

POM_enquiry_greater_than_ attr/expr expr/value WH

or_eq

POM_enquiry_less_than attr/expr expr/value WH

POM_enquiry_less_than_or_eq attr/expr expr/value WH

POM_enquiry_between attr/expr expr/value WH

POM_enquiry_not_between attr/expr expr/value WH

POM_enquiry_in attr/expr value/ WH

subquery

POM_enquiry_not_in attr/expr value/ WH

subquery

POM_enquiry_exists attr/expr subquery WH

POM_enquiry_not_exists attr/expr subquery WH

POM_enquiry_like attr/expr value WH

POM_enquiry_not_like attr/expr value WH

POM_enquiry_union query query -

POM_enquiry_difference query query -

POM_enquiry_intersection query query -

POM_enquiry_countdist attr null SH

POM_enquiry_countall attr null SH

POM_enquiry_max attr null SH

POM_enquiry_min attr null SH

POM_enquiry_avg attr null SH

POM_enquiry_sum attr null SH

POM_enquiry_plus attr/expr attr/expr/ SW

value

4-80 Server Customization, Teamcenter 14.2

Operator Left Right Where it can be used

POM_enquiry_minus attr/expr attr/expr/ SW

value

POM_enquiry_divide attr/expr attr/expr/ SW

value

POM_enquiry_multiply attr/expr attr/expr/ SW

value

POM_enquiry_substr attr/expr value SW

POM_enquiry_upper attr/expr null SW

POM_enquiry_lower attr/expr null SW

POM_enquiry_ascii attr/expr null SW

POM_enquiry_concat attr/expr S

POM_enquiry_ltrim attr/expr null SW

POM_enquiry_rtrim attr/expr null SW

POM_enquiry_length attr/expr null SW

POM_enquiry_is_null attr/expr null W

POM_enquiry_is_not_null attr/expr null W

POM_enquiry_uid_of attr null W

POM_enquiry_cpid_of attr null W

POM_enquiry_tonumber attr null W

POM_enquiry_todate attr null W

POM_array_length_equals attr null W

POM_array_length_not_equals attr null W

Note:
SWH means [S]elect [W]here [H]aving clauses and [-] means the operator is applied to the outer
query.

Use of POM load by enquiry

The POM can load the objects returned by a query. This has a number of benefits:

Server Customization, Teamcenter 14.2 4-81

• If you want to load all the objects returned by a query, you can make just one call which both
executes the query and loads the objects.

• The loading of objects is more efficient than a normal POM_load_instances (or loadInstances in
CXPOM) and results in fewer SQL trips.

To use this functionality:

1. Make sure all the objects you want returned are of the same class. The POM does not support
loading objects of different classes using this method.

2. Create the enquiry as described above ensuring you have only one SELECT attribute, the puid of
the class you want to load. You can order the results as long as you are ordering by one of the
attributes of the class you are loading.

3. Call the POM_load_instances_possible_by_enquiry function and pass in the name of the enquiry
and the class you want to load instances of. Output values are two arrays of objects, one for the
objects the POM was able to load and the other for those that the POM failed to load because of
Access Manager rules or a consistency check failure.

Understanding the TextServer

Whether you want to override existing messages or create your own, you need to understand
Teamcenter's TextServer. When a client needs to display a text or error message, the TextServer
searches a list of id-message pairs using a key id lookup, and then returns the appropriate string to the
client. These id-message pairs are loaded into memory by the TextServer from a set of XML files.

4-82 Server Customization, Teamcenter 14.2

Examples

Below are some examples of how you might use custom, localizable text messages:

• Titles for style sheets using the titleKey or textKey attributes.

• Error messages for custom code using the following TC_API functions:

EMH_store_error_s1() through EMH_store_error_s7()

• Text messages with custom code using the following TEXTSRV_API function:

TXTSRV_get_substituted_text_resource()

• Business object type and property names using the Business Modeler IDE.

Server Customization, Teamcenter 14.2 4-83

Note:
Deploying a Business Modeler IDE package automatically updates the TextServer XML files.

TextServer locale directories

There are two main locations for these XML files.

• TC_ROOT\lang\textserver

• This directory and its contents are created and maintained by the Teamcenter environment.
• All OOTB text messages are contained in this location. It is not recommended to make any changes
to these files.

• TC_USER_MSG_DIR

• You must create a directory to contain your custom XML files. You must modify the tc_profilevars
script to add this environment variable and point to your new directory.
• Any text message resource contained in this location which duplicates an OOTB ID overrides the
OOTB message.

Locale directory contents

The TextServer looks at each of these locations expecting a certain directory structure. See the
structure of the OOTB location for guidance in creating your own. There are two main directory types:

Localized These directories are named with Java-standard locale IDs. The contents of the current
resources locale directory are used for translation of resources.
Unlocalized This directory is named no_translation and is used regardless of current locale.
resources

Add or change a resource

After creating your custom TC_USER_MSG_DIR location and appropriate subdirectories, Copy the
following sample XML files from their OOTB location, depending on the type of message you will be
creating. These files contain additional information about creating the id-message pairs.

sample_erro A starter file for creating or overriding custom error messages. Copy this file into your
r localized resource directories for each language.
sample_text A starter file for nonlocalized text messages. Copy this file into your no_translation
directory.
sample_text A starter file for localizable text messages. Copy this file into your localized resource
_locale directories for each language.

4-84 Server Customization, Teamcenter 14.2

After copying the files, change the file name to something more descriptive. You can have as many of
these files as you want, and their names are not important, except as noted below. The TextServer
automatically loads all XML files in these locations, so no registration is required. It is recommended that
you retain the naming convention of the files; change the sample prefix of the name only. All files are
treated as text message resources unless the file name ends with _errors.xml, in which case it is treated
as an error message resource.

Note:
Each time the tcserver process is started, the TextServer automatically loads the XML files,
picking up any changes made. There is no need to regenerate a cache; however, a process detects
changes made only when it starts, not while it is running.

ITK customization for Teamcenter applications

Cacheless Search

Creating custom logic to filter cacheless search results

The cacheless search engine provides the ability to refine the search results through customization. This
capability is available by creating an extension. By extending the BaseAction for the
BMF_SEARCHCURSOR_process_search_results operation of the SearchCursor business object, it is
possible to recieve the initial search results, filter them as needed, and then returning your custom
results in their place.

Procedure

Using the Business Modeler IDE:

1. Create a new Extension for your custom code, available for:

Business Object: SearchCursor

Operation Name: BMF_SEARCHCURSOR_process_search_results
Extension Point: BaseAction

2. Write your custom extension code to filter the cacheless search results.

3. Add your new Extension to the SearchCursor business object as a BaseAction.

4. Build, package, and deploy the template.

Your custom extension code will now be executed when a cacheless search is performed.

Sample extension code snippet

Use the following code snippet as an example of how to process the search results.

Server Customization, Teamcenter 14.2 4-85

int T9SrchCursorUserExit( METHOD_message_t* /msg/, va_list args )

{
int ifail = ITK_ok;
int num_input_search_results = 0;
tag_t* input_search_results;

va_list largs;
va_copy( largs, args );
num_input_search_results = va_arg( largs, int );
input_search_results = va_arg( largs, tag_t* );
int* num_output_search_results = va_arg( largs, int* );
tag_t** output_search_results = va_arg( largs, tag_t** );
va_end( largs );

//Needs change - hardcode the output values to some predefined value.

*num_output_search_results = 1;
*output_search_results=( tag_t * )MEM_alloc( sizeof( tag_t ) * ( 1 ) );
( *output_search_results )[0] = input_search_results[0];

return ifail;
}

Classification

Creating custom logic for autocomputing Classification attribute values

Using Classification you can autocompute values for attributes that are marked as Autocomputed.

The custom logic for autocomputing is divided into three parts:

• include statements

• Main program

This program is used when creating the Business Modeler IDE extension definition so that it becomes
the entry point for the computation logic. This program registers all the attribute dependencies and
computing functions.

• Computing functions

These functions contain the logic for manipulating attributes. Each function is registered against an
autocomputed attribute, and once registered, is called directly from Teamcenter during normal
execution.

1. Register autocomputed attributes.

Each autocomputed attribute must be registered. This registration is a one-time process and needs
to happen during the initialization. For each autocomputed attribute, the registration data consists
of two parts:

• Contributing dependency attributes

4-86 Server Customization, Teamcenter 14.2

• Computing function

For registering attributes, use the following API:

ICS_auto_compute_register_attrs (
const char* class-id,
const char* view-id,
const int num-attrs,
ICS_auto_compute_attr_t* auto-compute-attrs,
logical override-flag
)

Following are the values in the example.

Value Description

class-id Specifies the class ID for the attribute.

view-id Specifies the view ID for the attribute. (If a view exists, it
may be left blank.)

num-attrs Specifies the number of attributes on which this attribute

depends.

auto-compute-attrs Specifies the dependency structure containing the

dependency attribute IDs and a pointer to the compute
function. (The structure is explained below.)

override-flag Specifies the flag to indicate overriding of the parent

class registration.

An attribute dependency structure is a new data structure specifically developed for the
autocomputation of attributes:

typedef struct ICS_auto_compute_attr_s

{
int auto_compute_attr_id;
ICS_auto_compute_function_t auto_compute_function;
int num_attr_deps;
int attr_deps[ICS_MAX_CLASS_ATTR_SIZE];
}ICS_auto_compute_attr_t;

2. Implement computing functions.

For each autocomputed attribute, register some computing function. Typically, perform the
following steps using the provided APIs:

Server Customization, Teamcenter 14.2 4-87

a. Read the values and properties of attributes.

b. Take the result and execute custom attribute manipulation logic.

c. Use the manipulated values and properties for the autocomputed attributes.

To allow this interaction with the attributes, use the following ITK APIs:

• ICS_auto_compute_get_attr_value

This API retrieves the values for the given attribute.

Parameters Description

attributeId Specifies the attribute ID to retrieve value for.

valueCount Specifies the number of values for this attribute.

values Specifies the array of values for this attributes.

formats Specifies the array of formats for values of this

attribute.

unit Specifies the array of units for values of this attribute.

• ICS_auto_compute_set_attr_value

This API sets the values for the given attribute.

Parameters Description

attributeId Specifies the attribute ID to set value for.

valueCount Specifies the number of values for this attribute.

values Specifies the values for this attributes.

unit Specifies the units for values of this attribute.

• ICS_auto_compute_get_attr_prop

This API retrieves a specific property for the given attribute.

4-88 Server Customization, Teamcenter 14.2

Parameters Description

attributeId Specifies the attribute ID to retrieve property for.

property_name Specifies the property name to retrieve.

values Specifies the property value.

• ICS_auto_compute_set_attr_prop

This API sets a specific property for the given attribute.

Parameters Description

attributeId Specifies the attribute ID to set property for.

property_name Specifies the property name to set.

values Specifies the property value.

If you install sample files using the Teamcenter Environment Manager (TEM), a sample PLM XML
file is available for import in the TC_ROOT\sample\in-CLASS\auto_compute directory of your
installation. This file provides an example of creating custom logic for a Classification attribute.

A detailed description of APIs is available in the Integration Toolkit Function Reference.

Note:
The Integration Toolkit Function Reference is available on Support Center.

File Management System (FMS)

Integrating a data loss prevention solution with Teamcenter

Teamcenter manages company proprietary information that is represented in metadata and in files.
Teamcenter provides protection of the metadata and access to the related files. However, the files that
are downloaded to the user’s client machine are not protected because they are no longer in
Teamcenter. Data loss prevention (DLP) solutions can control the flow of sensitive information from the
client machines. For example, DLP can control how the files are emailed, burned to a CD or DVD,
encrypted on external device, or uploaded to the Internet. Digital Guardian is an example of a data loss
prevention solution.

You identify the desired protection for the files managed in Teamcenter. When the file transfer is
completed, the DLP application is called to protect the file on the client machine. The DLP client agent
enforces the specified protection. A typical example of a classified document is a CAD drawing;
depending on the classification, this document may never be sent to a customer or may be sent to an
internal manufacturer.

Server Customization, Teamcenter 14.2 4-89

In this implementation, you define a custom character attribute on dataset objects that represents a
classification code. If this attribute is set to any value (or any particular value of choice), then it indicates
a dataset that needs to be protected using DLP software. Setting the value of this attribute typically
happens when the dataset is created, but the mechanics of this are up to individual customizations. The
custom code that hooks into the user exit (BMF_IMF_dlp_classification_code) needs to check whether
the dataset associated with the file has this classification code set, and if so, takes appropriate action.
The BMF_IMF_dlp_classification_code user exit is called for all file downloads.

Note:
The following procedure describes how to customize your environment to enable and use DLP.
This procedure does not describe how to set up any specific DLP software, but rather describes
how to set up the environment so that DLP hooks are enabled. In addition to performing the
following steps, you must write code specific to your DLP solution, compile it, and deploy it to
invoke the actual DLP software APIs.

1. In a custom template, add a property to the Dataset business object or any subtype:

Name d4ClassCode
The prefix depends on the template. You can name the
property anything you want. This name is provided to
match the sample code.

Display name Classification Code

Attribute type Character

Modifiable property constant Write

setting

2. Use one of the following methods to implement your extension:

• User exit

Configure the BMF_IMF_dlp_classification_code user exit, which is available in the Business

Modeler IDE under User Exits→File.

Following is the sample code for this approach:

//@<COPYRIGHT>@
//==================================================
//Copyright $2014.
//Siemens Product Lifecycle Management Software Inc.
//All Rights Reserved.
//==================================================
//@<COPYRIGHT>@

/*
* @file

4-90 Server Customization, Teamcenter 14.2

*
* This file contains the implementation for the Extension D4dlpclscode
*
*/

#include <D4dlpcustom/D4dlpclscode.h>

#include <ai/sample_err.h>
#include <itk/mem.h>

#include <stdio.h>
#include <stdarg.h>
#include <ug_va_copy.h>
#include <server_exits/user_server_exits.h>
#include <user_exits/user_exits.h>

#include <pom/enq/enq.h>

static int find_datatset_for_file( tag_t file_tag, tag_t *dataset_tag, char

*class_code );

int D4dlpclscode( METHOD_message_t *msg, va_list args )

{
int ifail = ITK_ok;
va_list largs;
tag_t file_tag = NULLTAG;
char* file_classification_code = 0;
tag_t dataset_tag = NULLTAG;
char class_code = ' ';

msg;

va_copy( largs, args );

file_tag = va_arg( largs, tag_t );
file_classification_code = va_arg( largs, char* );
va_end( largs );

if( ( ifail = find_datatset_for_file( file_tag, &dataset_tag, &class_code ) )

== ITK_ok )
{
*file_classification_code = class_code;
}
else
{
*file_classification_code = ' ';
}

printf( "Invoked BMF User Exit. Classification code is: %c\n",

*file_classification_code );

return ITK_ok;
}

int find_datatset_for_file( tag_t file_tag, tag_t dataset_tag, char class_code )

{
int ifail=ITK_ok;

static tag_t initialised = NULLTAG;

const char *qry_name="sa::find_datatset_for_file";

Server Customization, Teamcenter 14.2 4-91

int n_cols=0,n_rows=0;
void *** values = 0;

*dataset_tag = NULLTAG;
*class_code = ' ';

if ( initialised == NULLTAG )
{
const char * select_attr_list[2] = {"puid", "d4ClassCode" };

CALL( POM_enquiry_create ( qry_name ) );

CALL( POM_enquiry_add_select_attrs ( qry_name, "Dataset", 2,
select_attr_list ) );
CALL( POM_enquiry_set_tag_value ( qry_name, "filetag", 1, &file_tag,
POM_enquiry_bind_value ) );
CALL( POM_enquiry_set_attr_expr ( qry_name, "expr1", "Dataset",
"ref_list", POM_enquiry_in,
"filetag" ) );
CALL( POM_enquiry_set_where_expr ( qry_name, "expr1" ) );

POM_cache_for_session (&initialised);
initialised = 1;
}
else
{
CALL( POM_enquiry_set_tag_value ( qry_name, "filetag", 1, &file_tag,
POM_enquiry_bind_value ) );
}

CALL( POM_enquiry_execute ( qry_name, &n_rows, &n_cols, &values ) );

if ( n_rows >= 1 )
{
if( values[0][0] )
{
*dataset_tag = *((tag_t *)values[0][0]);
}
if( values[0][1] )
{
//*class_code = *((char )values[0][1]);
*class_code = ( (*(char *) values[0][1]));
}
}
MEM_free ( values );

return ifail;
}

• Custom exit

Only use this approach when you cannot use the Business Modeler IDE to customize the user
exit.

Following is sample code for this approach:

//@<COPYRIGHT>@
//==================================================
//Copyright $2014.

4-92 Server Customization, Teamcenter 14.2

//Siemens Product Lifecycle Management Software Inc.

//All Rights Reserved.
//==================================================
//@<COPYRIGHT>@

/*
* @file
*
* This file contains the implementation for the Extension D4dlpclscode
*
*/

#include <D4dlpcustom/D4dlpclscode.h>

#include <ai/sample_err.h>
#include <itk/mem.h>

#include <stdio.h>
#include <stdarg.h>
#include <ug_va_copy.h>
#include <server_exits/user_server_exits.h>
#include <user_exits/user_exits.h>
#include <tccore/custom.h>

#include <pom/enq/enq.h>

static int find_datatset_for_file( tag_t file_tag, tag_t *dataset_tag, char

*class_code );

int libD4dlpcustom_register_callbacks()
{
printf( " libD4dlpcustom_register_callbacks() \n" );
return CUSTOM_register_exit( "libD4dlpcustom", "IMF_dlp_classification_code",
(CUSTOM_EXIT_ftn_t) dl_add_class_code );
}

int dl_add_class_code( int *decision, va_list args )

{
int ifail = ITK_ok;
va_list largs;
tag_t file_tag = NULLTAG;
char* file_classification_code = 0;
tag_t dataset_tag = NULLTAG;
char class_code = ' ';

va_copy( largs, args );

file_tag = va_arg( largs, tag_t );
file_classification_code = va_arg( largs, char* );
va_end( largs );

*decision = ALL_CUSTOMIZATIONS;

if( ( ifail = find_datatset_for_file( file_tag, &dataset_tag, &class_code ) )

== ITK_ok )
{
*file_classification_code = class_code;
}
else
{
*file_classification_code = ' ';

Server Customization, Teamcenter 14.2 4-93

printf( "Invoked Custom User Exit. Classification code is: %c\n",

*file_classification_code );

return ITK_ok;
}

int find_datatset_for_file( tag_t file_tag, tag_t dataset_tag, char class_code )

{
int ifail=ITK_ok;

static tag_t initialised = NULLTAG;

const char *qry_name="sa::find_datatset_for_file";

int n_cols=0,n_rows=0;
void *** values = 0;

*dataset_tag = NULLTAG;
*class_code = ' ';

if ( initialised == NULLTAG )
{
const char * select_attr_list[2] = {"puid", "d4ClassCode" };

CALL( POM_enquiry_create ( qry_name ) );

POM_cache_for_session (&initialised);
initialised = 1;
}
else
{
CALL( POM_enquiry_set_tag_value ( qry_name, "filetag", 1, &file_tag,
POM_enquiry_bind_value ) );
}

CALL( POM_enquiry_execute ( qry_name, &n_rows, &n_cols, &values ) );

4-94 Server Customization, Teamcenter 14.2

return ifail;
}

3. Deploy the template changes and the binaries to the appropriate locations.

Teamcenter Mechatronics Process Management

Mechatronics Process Management fundamental objects

Teamcenter provides objects to work with functional representations, logical representations and
electrical representations of electromechanical products.

Component Objects

Electrical components Functionality

FunctionalityRevision

Signals Signal

ProcessVariable

Electrical interfaces GDE

GDEOccurrence

Network_Port

Connection_Terminal

Electrical connections PSConnection

Network

Connection

GDELink

Routes RouteNode

RouteSegment

RouteCurve

RoutePath

RouteLocation

RouteLocationRev

Allocations Allocation

AllocationMap

Server Customization, Teamcenter 14.2 4-95

The following relationships allow you to associate fundamental objects:

• Implemented By

• Realized By

• Connected To

• Routed By

• Device To Connector

• Assigned Location

• Associated System

• Redundant Signal

• Process Variable

To control the behavior of objects and actions on those objects, you can set the following preferences:

• Connected_ToRules

• Implemented_ByRules

• Realized_ByRules

• APN_absolute_path_name_separator

• GDEOcc_display_instance_num_for_types

• TC_releasable_logical_types

• HRN_node_referenced_component_relation_secondary

• HRN_associated_part_relation_secondary

Keep these preferences in mind when developing your ITK code.

Object model

The Mechatronics Process Management object model provides capabilities for representing all aspects of
an electromechanical product. In the context of wire harness modeling, Mechatronics Process
Management specifically provides objects to work with the functional representation, logical
representation, and electrical representation of electromechanical products. Modeling an

4-96 Server Customization, Teamcenter 14.2

electromechanical product in Teamcenter involves working with the objects highlighted in the
Teamcenter Mechatronics Process Management object model. This model is depicted in the following
figure.

Mechatronics Process Management object model

Harness model support

The classes implemented to support wire harness data include routing and topology related classes such
as Route, Node, Segment, and b_curve to capture the path information associated with connections
and devices implementing the connections.

Routes, segments and nodes contain a definition of the 2D or 3D routing topology associated with
connections, devices or other domain specific physical objects such as wires. A route is defined as a
course taken from a starting point to a destination. A route defines the course either by using one or
more segments or a set of nodes in combination with curve objects, which define the shape of the
route.

Server Customization, Teamcenter 14.2 4-97

All route objects, such as segments, nodes, and curves, do not have any meaning outside the context of
the top level assembly (in other words, a BOM view revision).

Mechatronics Process Management API modules

There are five ITK modules that you can use to customize objects to fit your needs:

• PSCONN

This module provides functions that allow you to manipulate connectivity data. The functions are
defined in the psconnection.h header file.

• GDE

This module provides functions that allow you to manipulate item elements. The functions are
defined in the gde.h header file.

• SIGNAL

This module provides functions that allow you to manipulate signals. The functions are defined in the
pssignal.h header file.

• ROUTE

This module provides functions that allow you to manipulate routes. The functions are defined in the
route.h header file.

• ALLOC

This module provides functions that allow you to manipulate allocations. The functions are defined in
the allocation.h header file.

There are example using some of the functions in the modules in the Orientation to Mechatronics
Process Management API use examples section. You can also find sample programs using these modules
in the \samples\mechatronics directory. Details about the module's functions can be found in the
Integration Toolkit Function Reference.

Note:
The Integration Toolkit Function Reference is available on Support Center.

You can use PLM XML to export and import data used by the Mechatronics Process Management API
modules. You can also use the modules in a Multi-Site Collaboration environment.

4-98 Server Customization, Teamcenter 14.2

Mechatronics Process Management API use examples

Orientation to Mechatronics Process Management API use examples

Consider the climate control system illustrated in the following figure. This system can be used in
several contexts, such as an automobile or home. The system and its contents have particular meaning
when used in specific contexts. Similarly, all Mechatronics Process Management objects have real
meaning when used in specific contexts.

Climate control system

Creating functionality and functionality revision objects

Functionality objects are represented by a type of an item.

The following example creates a functionality object and its corresponding functionality revision object:

nt ifail = ITK_ok;
tag_t rev = NULLTAG;
tag_t item = NULLTAG;
ifail = ITEM_create_item( item_id,
item_name,
item_type,
item_revision_id,
&item,
&rev );
if (ifail != ITK_ok)
return ifail;
else
{
ifail = ITEM_save_item (item);
if (ifail != ITK_ok)
return ifail;
else
ifail = AOM_refresh(item, false);
}

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Creating interface port objects

An interface port must be created and added to the functionality before new ports can be defined.
Interface ports are represented by a type of item element object.

The following example creates an interface port:

int ifail = ITK_ok;

tag_t gde_obj = NULLTAG;
ifail = GDE_create ( gde_name,
gde_description,
gde_type,
&gde_obj );
if (ifail != ITK_ok)
return ifail;
else
{
ifail = AOM_save (gde_obj);
if (ifail != ITK_ok)
return ifail;
else
ifail = AOM_refresh(gde_obj, false);
}

Defining ports for a functionality object

Once interface ports are created, you can define ports for a functionality by attaching them to a revision
of a functionality for a given context (view). All ports under a given item revision are tracked using an
item element BOM view revision (BVR) associated with the item revision.

The following example creates the item element BVR and attaches the interface port to the functionality
revision:

int ifail = ITK_ok;

tag_t gde_bvr = NULLTAG;
tag_t gde_occ = NULLTAG;
/* Create GDEBVR under a functionality revision */
ifail = ITEM_rev_create_gde_bvr ( rev, view_type_tag, &gde_bvr);
if (ifail != ITK_ok)
return ifail;
/* Attach the interface port to functionality revision by creating
GDEOccurrence
*/
ifail = GDE_create_occurrence ( gde_bvr,
gde_obj,
view_type_tag,
occurrence_type, /* can use NULLTAG */
quantity,

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instance_no,
&gde_occ);
if (ifail != ITK_ok)
return ifail;
else
{
ifail = AOM_save (gde_bvr);
if (ifail != ITK_ok)
return ifail;
else
ifail = AOM_refresh(gde_bvr, false);
}

Creating connections

Assume that you have used the APIs described above to create Functionality_0 containing
Functionality_1 and Functionality_2. Functionality_1 has Port1 and Functionality_2 has Port2 (as shown
in the following figure). You must connect Port1 and Port2 in a given context.

Note:
Connections are only valid for the given context. A separate connection call is required to
associate a connection object with ports for each usage of a connection occurrence.

Functionality connections

The following example creates connections for Port1 and Port2:

int ifail = ITK_ok;

tag_t window = NULLTAG;
/* Create BOMWindow to display the product structure of Functionality_0 */
ifail = BOM_create_window ( &window );
if (ifail != ITK_ok)
return ifail;
ifail = BOM_set_window_pack_all ( window, TRUE );
if (ifail != ITK_ok)
return ifail;
ifail = BOM_set_window_top_line ( window,

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functionality_1_item,
functionality_1_rev,
NULLTAG,
&topline );
/* Each of the components that used in the structure will be represented as
a
BOMLine. We need to get BOMLines for Port1 and Port2 so that we can use
them
in making connection.
*/
tag_t *childs = NULL;
int count = 0;
ifail = BOM_line_ask_all_child_lines(topline, &count, &childs);
if (ifail != ITK_ok)
return ifail;
/* Look for BOMLines for Port1 and Port2 */
tag_t gdelineType = NULLTAG;
ifail = TCTYPE_find_type (“GDELine”, (const char*)0, &gdelineType);
if (ifail != ITK_ok)
return ifail;
tag_t line_type_tag = NULLTAG;
tag_t line_for_port1_port2[2];
int line_found = 0;
char* object_name = NULL;
for ( int inx =0; inx < count; inx++ )
{
ifail = TCTYPE_ask_object_type(childs[inx], &line_type_tag);
if (ifail != ITK_ok)
return ifail;
if (line_type_tag == gdelineType)
{
ifail = AOM_ask_value_string ( childs[inx], "bl_line_name", &obj_name );
/* Get the BOMLine for Port1 and Port2 */
if (! strcmp(obj_name, “Port1”) || ! strcmp(obj_name, “Port2”))
{
line_for_port1_port2[line_found] = childs[inx];
line_found++;
if (line_found >= 2)
break;
}
}
}
/* Create connection */
if (line_found > 0)
{
ifail = PSCONN_connect (connection_id,
connection_name,
connection_type,
connection_rev,

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line_found,
line_for_port1_port2,
&connection_line_tag);
}

Listing connections

The following example lists ports that are connected by a connection:

Ifail = PSCONN_list_connected_gdes( connection_line_tag,

&gde_line_count,
&gde_line_tags);

Disconnecting ports from a connection

This function does not delete the connection object, but it does break the linkage between the ports and
connection objects.

The following example disconnects all ports from a connection:

Ifail = PSCONN_disconnect ( connection_line_tag);

Removing specific ports from a connection

The following example removes Port1 from the connection:

tag_t port_to_remove[*];
int port_count;
port_to_remove[0] = line_for_port1;
port_count = 1;
ifail = PSCONN_remove_from_connection ( connection_line_tag,
port_count,
port_to_remove);

Creating process variables

Process variables are a type of item element. The following example creates a process variable:

int ifail = ITK_ok;

tag_t process_variable_obj = NULLTAG;
ifail = GDE_create ( process_variable_name,
process_variable_description,
“ProcessVariable”, // Type of gde
&process_variable_obj );
if (ifail != ITK_ok)
return ifail;
else

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{
ifail = AOM_save (process_variable_obj);
if (ifail != ITK_ok)
return ifail;
else
ifail = AOM_refresh(process_variable_obj, false);
}

Creating signals

Signal objects are created using the SIG_create_signal API as shown in the following example:

int ifail = ITK_ok;

tag_t rev = NULLTAG;
tag_t signal = NULLTAG;
ifail = SIG_create_signal( signal_id,
signal _name,
signal _type,
signal _revision_id,
&signal,
&rev );
if (ifail != ITK_ok)
return ifail;
else
{
ifail = ITEM_save_item (signal);
if (ifail != ITK_ok)
return ifail;
else
ifail = AOM_refresh(signal, false);
}

Creating signal-process variable associations

Signals are sometimes generated due to a variation of the system variable, such as temperature or
pressure. In the climate control example, the signal is generated due to a variation in car temperature
compared to a preset value.

To represent this variation, a signal can be associated with a process variable of the current context
using the SIG_set_signal_pvariable function, as shown in the following example:

ifail = ITK_ok;
ifail = SIG_set_signal_pvariable( signal_line_tag,
process_variable_line_tag );
if( ifail != ITK_ok )
return ifail;

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In this example, the signal_line_tag and process_variable_line_tag tags represent the signal line and
process variable line in the current context.

The SIG_set_signal_pvariable function requires that you set the SIG_pvariable_rules preference to the
object type that is being passed in as secondary.

Establishing signal associated system relations

For a signal to have meaning, it must be identified with the system (associated systems) that processes
the signal and its purpose. The purpose defines the role a system plays in the existence of the signal
within the specified context. The standard Teamcenter installation provides the following set of roles:

• Source

• Target

• Transmitter

To set a source, target, or transmitter associated system programmatically, set the corresponding
preference for that associated system to include the type of the secondary object being passed in to the
function.

In the climate control example, the electrical signal is generated by the TempMeasure functionality
and consumed by the TempRegulator functionality.

Note:
The association between signal and associated system is only valid in the specified context.

The following example associates the signal to the system:

int ifail = ITK_ok;

ifail = SIG_set_associated_system( signal_line_tag,
asystem_line_tag,
role,
&relation_tag );
if( ifail != ITK_ok )
return ifail;

Note:
Similar to signals, process variables also have associated systems that generate, consume, or
transmit the process variable. The association between process variable and associated system in a
given context can be set using the SIG_set_associated_system function.

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Removing the relation between a signal/process variable and associated system

The association between a signal or process variable and an associated system in a specified context can
be removed using the SIG_unset_associated_system or the SIG_unset_associated_systems function.

You should use the SIG_unset_associated_system function to remove all associated system relations,
corresponding to valid associated system roles, between a signal or process variable line tag and an
associated system line tag. This function does not take multiple inputs for the signal or process variable
line or the associated system line.

You should use the SIG_unset_associated_systems function to remove associations between a signal
or process variable line tag and one or more secondary BOM lines for a specific role that is passed in to
the function. If one or more of the secondary BOM lines passed in is invalid, or if an association does not
exist between the signal or process variable line and one or more of the secondary BOM lines, that
secondary line is added to a failedLines array output variable, and the function processes the next
secondary BOM line. You must pass a valid non-null role in the role argument (for example, source,
target, or transmitter).

The following example removes all associated system relations between a signal and associated system:

int ifail = ITK_ok;

ifail = SIG_unset_associated_system( signal_line_tag, asystem_line_tag );
if( ifail != ITK_ok )
return ifail;

In this example, the signal_line_tag and asystem_line_tag arguments represent the tags of the signal
and associated system lines in a specified context.

The following example removes a specific associated system relation corresponding to the source role
between a signal and secondary lines:

int ifail = ITK_ok;

logical hasFailures = false;
int numFailedLines = 0;
tag_t *failedLines = 0;
ifail = SIG_unset_associated_systems( priLineTag, numSecondaries,
secondaries, “source”, &hasFailures, &numFailedLines,
&failedLines );
if( ( ifail != ITK_ok ) || ( hasFailures ) )
{
// process the failures
}

In this example, the priLineTag and secondaries arguments represent the tags of the primary signal or
process variable line and the secondary associated system lines, respectively. The failedLines argument
is an output array that holds the failed secondary lines. The hasFailures argument is a logical argument
that is set to true if failures exist. The numFailedLines argument is an integer that holds the number of
failed removals.

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Maintaining redundant signals

To maintain proper system function, it is sometimes necessary to maintain duplicate signals in a specific
context.

For example, in the climate control example, it is essential to maintain a redundant

TempFunctionality functionality in the rear of the car that generates exactly the same signal as the
functionality in the front of the car. This maintains proper functioning of the climate control system.

Redundant signals are identified by associating duplicate signals with the primary signal using the
SIG_set_redundant call, as depicted in the following example:

int ifail = ITK_ok;

ifail = SIG_set_redundant_signal( primary_signal_line_tag,
redundant_signal_line_tag,
&relation_tag );
if( ifail != ITK_ok )
return ifail;

Note:
There can be multiple redundant signals for a given signal based on the criticality of the function
being regulated.

Removing redundant signals

Redundant signals associated with a primary signal in a given context can be removed using the
SIG_unset_redundant_signal call, as shown in the following example:

int ifail = ITK_ok;

ifail = SIG_unset_redundant_signal( primary_signal_line_tag,
redundant_signal_line_tag );
if( ifail != ITK_ok )
return ifail;

In this example, redundant_signal_line_tag is the line tag of the redundant signal in the given context.

Setting signal values

Signals represent changes in the values of process variables; therefore, they carry values for the
regulation of the process variables. These values can be fixed, for example 5 volts, or they can be a
range, for example 5–10 volts. Because the value can vary from one revision to another, signal values
are set on the signal revision objects using the SIGREV_set_signal_value function, as shown in the
following example:

int ifail = ITK_ok;

ifail = SIGREV_set_signal_value( signal_revision, value );

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if( ifail != ITK_ok )

return ifail;

In this example, signal_revision is the tag of the signal revision object and value is the double value to
be set on the signal revision.

Setting signal characteristics

Signals represent process variables that vary in a given context; therefore, the value of the signal differs
to represent the change. This variation in signal value with respect to the process variable is defined as a
signal characteristic, which is represented either as an equation or as a human-readable text on each
signal revision.

Note:
Teamcenter does not interpret signal characteristics on a signal revision. This is assumed to be
part of the Teamcenter implementation at a given site.

The following example sets signal characteristics on a signal revision:

int ifail = ITK_ok;

ifail = SIGREV_set_signal_characteristics( signal_revision,
characteristics );
if( ifail != ITK_ok )
return ifail;

Setting signal line values

Values on signal revision objects represent a ranges or expected values that the signal is expected to
generate. The actual value of a signal exists within a specific context. For example, in the climate
control example, the value on the signal generated by the TempMeasure functionality depends on the
exact condition (temperature) inside a car. In addition, the value generated by the TempMeasure
functionality is different if the climate control system is used in a room or in a truck, rather than in a car.

The following example sets signal line values:

int ifail = ITK_ok;

ifail = SIG_set_signal_line_value( signal_line_tag, value );
if( ifail != ITK_ok )
return ifail;

In this example, signal_revision represents the tag of the signal revision object and value represents the
double value to be set on the signal revision.

Limitations

• Configuration and effectivity rules are not supported by GDELine.

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• There are no precise and imprecise forms of GDELine.

Allocations

Introduction to allocations

Allocations represent a mapping from one view in a product structure to another view. You use
allocations to create separate views of a product, then map the views to each other. You can model a
purely functional structure that is independent of the parts that eventually realize the functions. With
careful analysis, you can use independent groups of parts to design different products with the same
functional and logical models. Allocations allow you to link the actual parameters on physical parts to
the requirements on the functional and logical models. This permits you to verify the components in the
product are valid for their proposed purpose.

Object model

There are two allocation object models. The first, shown in the following figure, is for persistent
allocations stored in the database.

Allocation persistent object model

The second model, shown in the following figure, is for run-time allocations in a window with lines that
associate source BOM lines with target BOM lines.

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Allocation run-time object model

Preferences

You can carry forward all allocations created in the context of an allocation map revision when it either
revised, copied, or saved as a different revision by setting the ALLOC_map_copy_allocations
preference.

You can use a preference to control the cardinality of source and targets to be associated. For example,
you can enforce a Network_Port object to participate in one-to-one relations only with the
ALLOC_source_target_cardinality preference.

The ALLOC_Source_Occurrence_Types and ALLOC_Target_Occurrence_Types preferences specify a

list of components for a given allocation type that can participate as source and target components,
respectively.

The ALLOC_Product_Representation_Types preference limits the view subtypes that can be used for
creating allocations for a given allocation map type. The ALLOC_Group_Allocation_Types preference
limits the type of allocations that can be used for creating allocations for a given allocation map type.

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For example, you can specify that the Allocation_One subtype of Allocation be created only in
association with the AllocationMap_one subtype of AllocationMap.

API functions

There are two kinds of allocation API functions: persistent and run-time. The allocation run-time model
provides a simplified run-time abstraction of the allocation-related persistent object model. The run-time
model includes an allocation window that contains allocation lines that associate source BOM lines with
target BOM lines. Each allocation line shows attributes derived from a persistent allocation object.

Additional information about the available API functions can be found in the Integration Toolkit Function
Reference.

Note:
The Integration Toolkit Function Reference is available on Support Center.

Example

You can write a user exit to check if an allocation is complete and correct. The criteria for that are
dictated by the business logic of your enterprise. Through these user exits, you can perform the validity
checks from the user interface.

You can register a method against the following user exit messages:

• ALLOC_is_allocation_complete_msg

• ALLOC_is_allocation_correct_msg

For example, to register a custom method that defines the business logic against the user exit messages:

METHOD_register_method("AllocationLine",
ALLOCATION_is_allocation_complete_msg,
&my_complete_allocation, NULL, &my_method))

This custom method returns TRUE if the custom conditions are satisfied, otherwise it returns FALSE. The
conditions you implement are based on your requirements. For example, to define the correctness of an
allocation if and only if the source components are of a particular type:

static int my_configure_allocations (METHOD_message_t *message, va_list

args)
{
int iFail = ITK_ok;
// Extract the Object.
Customer specific business logic
//return ITK_ok;
}

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By default, an allocation is correct if it has a source and/or a target component.

Embedded Software Manager

Embedded software is a critical component within electronics devices. It undergoes upgrades and
enhancements independent or part of electronic devices. The Embedded Software Manager (ESM) in
Teamcenter manages the software components and their dependencies as well as the functional and
physical components and their dependencies in an integrated product development environment. The
ESM delivers four critical components to handle software management: the embedded software
manager itself, embedded software explorer, the signal manager, and the signal explorer. The ITK
functions corresponding to these four components are broadly divided into the ESM_ functions and the
SIG_ functions.

The ESM is installed as an additional component during the Teamcenter installation process and requires
a separate license.

Before using ITK to customize the ESM, ensure its related preferences are set to the correct software
categories, types, and dataset types.

The following table lists the ESM module functions you can use to customize the Embedded Software
Manager. These functions support the management of software, processor, and their dependencies.

Additional information about these functions can be found in the Integration Toolkit Function Reference.

Note:
The Integration Toolkit Function Reference is available on Support Center.

Function Definition

ESM_is_processor Given a BOM line tag, checks whether it is a processor BOM

line.

ESM_is_gateway Given a processor BOM line tag, checks whether it is a

gateway processor BOM line.

ESM_is_software Given a BOM line tag, checks whether it is a software BOM

line.

ESM_associate_processor_to_ Given a processor BOM line and an array of software BOM

software lines, associates processor and software using the Embeds
relation. To save the associations, save the BOM window.

ESM_associate_processor_to_ Given a gateway processor BOM line and an array of other

processor processor BOM lines that are accessed through the gateway
processor, associates the processors in the array with the
gateway processor using the GatewayOf relation. To save
the associations, save the BOM window.

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Function Definition

ESM_associate_software_to_ Given a software BOM line and an array of software BOM

software lines, associates software using the Dependent On relation.
To save the associations, save the BOM window.

ESM_remove_processor_to_ Given a processor BOM line and an array of software BOM

software_association lines, removes the Embeds relation association of the
processor and software lines. To save the associations, save
the BOM window.

ESM_remove_processor_to_ Given a gateway processor BOM line and an array of

processor_association associated processor BOM lines, removes the GatewayOf
relation association between the processor lines. To save the
associations, save the BOM window.

ESM_remove_software_to_ Given a software BOM line and an array of software BOM

software_association lines, removes the Dependent On relation association of
the software lines. To save the associations, save the BOM
window.

ESM_ask_embedded_ Given a processor BOM line, gets an array of software BOM

software_of_processor lines that are associated to processor with the Embeds
relation.

ESM_ask_gateway_of_ Given a processor BOM line, gets an array of gateway

processor processor BOM lines that are associated to it with the
GatewayOf relation.

ESM_ask_processors_ Given a gateway processor BOM line, gets an array of

accessedby_processor processor BOM lines that are associated to it with the
GatewayOf relation.

ESM_ask_dependent_ Given a primary software BOM line, gets an array of

software_of_software secondary software BOM lines that are dependent on the
primary software.

ESM_ask_software_used_by_ Given a secondary software BOM line, gets an array of

software primary software BOM lines that are used by the secondary
software.

The following table lists the SIG module functions you can use to customize the Embedded Software
Manager. These functions support the management of signals and their dependencies.

Additional information about these functions can be found in the Integration Toolkit Function Reference.

Note:
The Integration Toolkit Function Reference is available on Support Center.

Server Customization, Teamcenter 14.2 4-113

Function Definition

SIG_set_associated_systems Sets the secondary lines as an associated system based on

the input role to the primary signal or process variable line.
This function requires you to set the appropriate preference
to the correct type for the association to be created for that
type. If the preference exists, but does not have a value, the
corresponding association is not created.

SIG_unset_associated_ Removes associations between a signal or process variable

systems line tag and one or more secondary BOM lines for a specific
role passed in to the function. If one or more of the
secondary BOM lines passed in is invalid, or if an association
does not exist between the signal or process variable line
and one or more secondary BOM lines, that secondary line
is added to a failedLines array output variable, and the
function processes the next secondary BOM line. You must
pass a valid non-null role in the role string argument.

SIG_ask_signal_sources Finds all the sources of the signal or message line tag using
the associated_system relation.

SIG_ask_signal_targets Finds all the targets of the signal or message line tag using
the associated_system relation.

SIG_ask_signal_transmitters Finds all the transmitters of the signal or message line tag
using the associated_system relation.

SIG_ask_device_sources Finds all the source devices that transmit messages or

signals to the target device, represented by linetag. This
function uses the underlying associated_system relation
between source and message or signal.

SIG_ask_device_targets Finds all the targets devices that the device, represented by
linetag, transmits messages or signals to. This function uses
the underlying associated_system relation between target
and message or signal.

SIG_ask_device_transmitted_ Finds all the messages or signals that are transmitted by a

signals source device, represented by linetag. This function uses the
underlying associated_system relation between source and
message or signal.

SIG_ask_device_received_ Finds all the messages or signals that are received by a

signals target device, represented by linetag. This function uses the
underlying associated_system relation between target and
message or signal.

You might want execute some of the following tasks programmatically:

• Associate a processor with the software to be installed on it.

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• Associate processors with a gateway processor.

• Associate software with other software dependent on it.

The following sample is a code snippet that does the following:

• Takes a set of input BOM lines.

• Separates the gateway processor from the other processors.

• Creates the gateway relationship.

• Queries the relationship through the ESM_ask_ functions.

• Gets the processors that are accessed through this gateway processor.

• Removes the gateway associations.

Note:
All other create, ask, and removal methods follow a similar coding pattern.

// Get the gateway and the processor lines from the list of lines
passed in
tag_t gateway_processor_line = NULLTAG;
for( jnx = 0 ; jnx < numBOMLines; inx++ )
{
If ( ESM_is_gateway( inputbomlines[inx] )
gateway_processor_line = inputbomlines[inx];
else
{
If ( ESM_is_processor( inputbomlines[inx] )
{
processorLines[num_processor_lines] =
inputbomlines[inx[;
num_processor_lines++;
}
}
}
/// associate the gateway and the processor lines
int stat = ESM_associate_processor_to_processor(
gateway_processor_line, num_processor_lines,
processorLines, &hasFailures, &numFailedLines,
&failedLines);
for( inx = 0; inx < numFailedLines; inx++)
{
//Perform any custom error reporting

Server Customization, Teamcenter 14.2 4-115

}
….
// next, we query for all processors accessed through this
gateway-
// in this example, if numFailedLines was 0, the lines in
// “processorLines” above, will match the lines in
// accessed_processor_lines. Note that the array is not a sorted
list
stat = ESM_ask_processors_accessedby_processor(
gateway_processor_line, &num_accessed_lines,
&accessed_processor_lines);
// Now we remove the associations between the processors and
gateway
stat = ESM_remove_processor_to_processor_association(
gateway_processor_line, num_processor_lines,
processorLines,
&hasFailures, &numFailedLines, &failedLines);

Product structure management

Bill of Materials (BOM) module

Introduction to the Bill of Materials (BOM) module

The BOM module operates at the highest level; below the Structure Manager user interface and above
the PS module. It is oriented toward the presentation of and interaction with product structure and
encompasses the application of configuration rules.

The BOM module is used for general operations, such as creating reports and editing structure. It pulls
together information from items, item revisions, BOM view revisions and occurrences to present them
as entries in a bill of materials.

The BOM module is intended to give a consistent interface to the separate elements that make up a line
in a bill of materials. The design assumes that you have a BOM window (which may be a printed report
or displayed in a window) showing a bill of materials made up of BOM lines. Each BOM line shows
attributes derived from items, item revision, occurrences and so on; along with some attributes
belonging to the BOM line itself. None of the individual objects the line represents (for example,
is_packed) are shown.

The names of the attributes give a clue as to which object they are derived from; you can ignore that
and treat them all as BOM line attributes. Although some attributes are standard and listed in the
bom_attr.h file, others are defined at run time (for example, the note types on occurrences) and have to
be found by inquiry.

The BOM module is described in two parts. The first part is for those who want to produce a report
listing a bill of materials. Following this is more detail describing other functions needed for editing the
bill and using more complicated facilities.

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Producing a report

When producing a report, you must follow this procedure:

1. Create a BOM window.

The first thing you have to do is create a BOM window with a call to the BOM_create_window
function. The window may need some default settings. For example, default lines are not packed
and the configuration rule is the user's default one (if defined); otherwise it is the latest with any
status.

Note:
To change the configuration rule, you have to ask for the configuration rule and then use the
CFM ITK routines to modify it.

2. Define what to display.

Call the BOM_set_window_top_line function to define what the window displays. This routine
takes an item, item revision, and BOM view as arguments, but most of these can be NULLTAG tags.

If the item revision is non-null, that particular revision is used. If it is NULLTAG, a non-null item
must be given and the configuration rule is used to determine the revision.

If the BOM view is non-null, it is used. Otherwise, the oldest one is used.

Note:
Until multiple views are used, there is never more than one BOM view in an item.

3. Find children for a BOM line.

Given a BOM line, you can find its children using the BOM_line_ask_child_lines function. To find
attributes of a line, you have to call the BOM_line_ask_attribute_xxx function, where xxx depends
on whether you are asking about a tag, string, integer, logical or double. Before you can call the
ask_attribute function, however, you need to find the attribute ID for the attribute you want to ask
about.

4. Find an attribute ID.

If you know what attribute you want, you can use the BOM_line_look_up_attribute function to
translate its name to an ID. Otherwise, you have to use the BOM_line_list_attributes function to
find all available ones and then work out which you want.

Attributes themselves have attributes of their own. They have a name, user name, mode, read-only
flag and an internal/external flag. The name is unique and is what you use to look up an attribute.

Server Customization, Teamcenter 14.2 4-117

The user name is not necessarily unique and is intended as a suitable name to describe the
attribute. The mode is a value defined in the bom_attr.h file and states if the attribute is a string,
int, or some other kind.

The read-only flag is true if the attribute cannot be changed. For example, assume that the name
attribute is built up from the item ID, revision ID and so on. As such, the name cannot be changed.
To change the name attribute, you have to change the item ID directly.

Note:
Because an attribute is not read-only does not mean you can set that attribute on any
particular line. If the line shows released data, the set_attribute fails.

The internal/external flag is intended to say whether the attribute was defined internally (and
might be expected to be available the next time you run the program) or externally (by virtue of
reflecting an occurrence note type; so it may not exist in some other run of the program).

If you are looking for data that is not available as an attribute (for example, a dataset in the item
revision of some BOM line), you can use the tag attributes (item revision tag, in this case) to find
the underlying object. Next, use ITK queries on the object

Note:
A simple program displaying all attributes should ignore tag attributes as being meaningless
to display.

Occurrence sequencing

The single-level structure of an item revision is made up of a collection of links from a BOM view revision
(the parent) to the items which are components of the assembly (the children). These links are known
as occurrences.

An occurrence represents the usage of an item or an item revision within the product structure of a
parent. You can distinguish between different kinds of occurrences in the BOM by referring to
occurrence sequencing.

Detailed information about the BOM and product structure (PS) functions is available in the Integration
Toolkit Function Reference.

Note:
The Integration Toolkit Function Reference is available on Support Center.

4-118 Server Customization, Teamcenter 14.2

Editing the BOM

If you want to edit the bill of materials you can use the BOM_line_cut, BOM_line_add and
BOM_line_replace functions. Be aware that the latter two use the same NULLTAG argument options as
the BOM_set_window_top_line function.

If a BOM window is set to display pending edits and you made specific pending edits to a BOM line, you
can remove those edits from the selected BOM line with the BOM_line_revert_pending_edits function
or all of those pending edits in the BOM window with the BOM_window_revert_all_pending_edits
function.

The BOM_line_set_precise function implements the option precise user interface command. You can
use the BOM_line_set_attribute_xxx functions to change those attributes that are not read-only.

If you have edited structure by direct PS ITK calls, you can re-synchronize the BOM world by calling the
BOM_update_pse function. When you have finished your edits you must call the BOM_save_window
function to save any changes made in that bill of materials.

Note:
The BOM_save_window function calls underlying PS routines to save whatever data the BOM
module knows needs saving. It is possible to mix BOM and PS calls within the same program, but
you must ensure that you call PS to save any change you make that the BOM does not know of.

The other functions do not affect the stored data; they only affect the display (in this case, the results of
the BOM_line_ask_child_lines function).

Restructuring the BOM

You can add a level with the BOM_line_insert_level function. The levels below the new level keep their
associated data. You can remove a level with the BOM_line_remove_level function. If you remove a
level, options associated with the removed level are moved up to the level above. Variant conditions
associated with the removed level are merged into their children. If you want to split a BOM line, use the
BOM_line_split_occurrence function. The new level initially copies all associated data from the original
level, including notes and variant conditions. The total quantity after the split equals the original
quantity. The BOM_line_move_to and BOM_line_copy functions move and copy the BOM line to a new
place in the structure, respectively. Absolute occurrences are preserved during all restructuring
operations.

Using global alternates

A global alternate part is interchangeable with another part in all circumstances, regardless of where the
other part is used in the product structure. A global alternate applies to any revision of the part and is
independent of any views. Parts and their global alternates are related only in a single direction. Use the
following functions to manage global alternates of a single item, such as listing, adding, removing, and
setting the preferred global alternate:

Server Customization, Teamcenter 14.2 4-119

• ITEM_list_related_global_alternates

Lists related global alternates.

• ITEM_add_related_global_alternates

Adds global alternates.

• ITEM_remove_related_global_alternates

Removes global alternates.

• ITEM_prefer_global_alternate

Makes the specified global alternate the preferred global alternate for the specified item.

• ITEM_ask_has_global_alternates

Checks if the specified item has any global alternates.

Packing the BOM

Packing is controlled at the window level by a default flag. If you call the BOM_line_pack or
BOM_line_unpack function on a given line, however, the results of later calls to ask_child_ lines on its
parent change. By default, lines are packable if they have the same item revisions and the same find
numbers. By calling the BOM_set_pack_compare function, you can supply a different compare
function. This function applies session-wide; it is not window-specific.

Note:
The interactive Structure Manager assumes that all packed lines show the same find number. If the
user changes the find number, it sets all of the lines to that number. If you change this function,
Structure Manager might not work correctly.

Sort functions

The BOM_line_ask_child_lines function lists the lines in some order determined by a sort function. The
default function sorts by find number and then by item name. The
BOM_set_window_sort_compare_fn function can be used to change this function on a per window
basis.

Sample BOM program

The following code shows how the BOM ITK functions can be used:

/* An example program to show a list of a bill of materials using the BOM module
@<DEL>*/

4-120 Server Customization, Teamcenter 14.2

#include <stdio.h>
#include <string.h>
#include <stdlib.h>
#include <unidefs.h>
#include <itk/mem.h>
#include <tc/tc.h>
#include <tccore/item.h>
#include <bom/bom.h>
#include <cfm/cfm.h>
#include <ps/ps_errors.h>

/* this sequence is very common */

#define CHECK_FAIL if (ifail != 0) { printf ("line %d (ifail %d)\n", __LINE__, ifail);
exit (0);}
static int name_attribute, seqno_attribute, parent_attribute, item_tag_attribute;
static void initialise (void);
static void initialise_attribute (char *name, int *attribute);
static void print_bom (tag_t line, int depth);
static void print_average (tag_t top_line);
static void find_revision_count (tag_t line, int *count, int *total);
static void double_find_nos (tag_t line);
static int my_compare_function (tag_t line_1, tag_t line_2, void *client_data);
/*-------------------------------------------------------------------------------*/
/* This program lists the bill under some given item (configuring it by latest+working).
It then doubles all the find numbers and re-lists it by descending find number
order. It then counts how many lines there are in the bill and the average number of
revisions of the items in that bill.
It never actually modifies the database.
Run this program by:
<program name> -u<user> -p<password>
*/
extern int ITK_user_main (int argc, char ** argv )
{
int ifail;
char *req_item;
tag_t window, window2, rule, item_tag, top_line;
initialise();
req_item = ITK_ask_cli_argument("-i=");
ifail = BOM_create_window (&window);
CHECK_FAIL;
ifail = CFM_find( "Latest Working", &rule );
CHECK_FAIL;
ifail = BOM_set_window_config_rule( window, rule );
CHECK_FAIL;
ifail = BOM_set_window_pack_all (window, true);
CHECK_FAIL;
ifail = ITEM_find_item (req_item, &item_tag);
CHECK_FAIL;
if (item_tag == null_tag)
{ printf ("ITEM_find_item returns success, but did not find %s\n", req_item);
exit (0);
}
ifail = BOM_set_window_top_line (window, item_tag, null_tag, null_tag, &top_line);
CHECK_FAIL;
print_bom (top_line, 0);
double_find_nos (top_line);
/* we will not use
ifail = BOM_save_window (window);
because that would modify the database
*/

Server Customization, Teamcenter 14.2 4-121

/* now let's list the results sorted the other way */

ifail = BOM_create_window (&window2);
CHECK_FAIL;
ifail = BOM_set_window_config_rule( window2, rule );
CHECK_FAIL;
ifail = BOM_set_window_pack_all (window, false);
/* the default, but let's be explicit */
CHECK_FAIL;
ifail = BOM_set_window_sort_compare_fn (window2, (void *)my_compare_function, NULL);
CHECK_FAIL;
ifail = BOM_set_window_top_line (window2, item_tag, null_tag, null_tag, &top_line);
CHECK_FAIL;
printf ("================================================\n");
print_bom (top_line, 0);
print_average (top_line);
ITK_exit_module(true);

return 0;
}
/*-------------------------------------------------------------------------------*/
static void print_bom (tag_t line, int depth)
{
int ifail;
char *name, *find_no;
int i, n;
tag_t *children;
depth ++;
ifail = BOM_line_ask_attribute_string (line, name_attribute, &name);
CHECK_FAIL;
/* note that I know name is always defined, but sometimes find number is unset.
If that happens it returns NULL, not an error.
*/
ifail = BOM_line_ask_attribute_string (line, seqno_attribute, &find_no);
CHECK_FAIL;
printf ("%3d", depth);
for (i = 0; i < depth; i++)
printf (" ");
printf ("%-20s %s\n", name, find_no == NULL ? "<null>” : find_no);
ifail = BOM_line_ask_child_lines (line, &n, &children);
CHECK_FAIL;
for (i = 0; i < n; i++)
print_bom (children[i], depth);
MEM_free (children);
MEM_free (name);
MEM_free (find_no);
}
/*-------------------------------------------------------------------------------*/
static void double_find_nos (tag_t line)
{
/* just to demonstrate modifying the bill */
int ifail;
char *find_no;
int i, n;
tag_t *children;
ifail = BOM_line_ask_attribute_string (line, seqno_attribute, &find_no);
CHECK_FAIL;
/* Top bom lines have no find number, and others may also not */
if (find_no[0] != '\0')
{
char buffer[100];

4-122 Server Customization, Teamcenter 14.2

sprintf (buffer, "%d", 2 * atoi (find_no));

ifail = BOM_line_set_attribute_string (line, seqno_attribute, buffer);
if (ifail != ITK_ok)
{
char *child_name;
ifail = BOM_line_ask_attribute_string (line, name_attribute, &child_name);
CHECK_FAIL;
printf ("==> No write access to %s\n", child_name);
MEM_free (child_name);
}
else
{
CHECK_FAIL;
}
MEM_free (find_no);
}
ifail = BOM_line_ask_child_lines (line, &n, &children);
CHECK_FAIL;
for (i = 0; i < n; i++)
double_find_nos (children[i]);
MEM_free (children);
}
/*-------------------------------------------------------------------------------*/
static void print_average (tag_t top_line)
{
int count = 0, total = 0;
find_revision_count (top_line, &count, &total);
if (count <= 0)
{
printf ("impossible error has happened!\n");
}
else
{
printf ("lines in bill : %d\naverage revisions of each item : %d\n", count, total
/ count);
}
}
/*-------------------------------------------------------------------------------*/
static void find_revision_count (tag_t line, int *count, int *total)
{
/* A function to demonstrate going from BOM tags to other classes */
/* In this case, we get the Item tag for the BOM line, and then use it for an */
/* ITEM call. For a complete list of standard attributes see bom_attr.h, or */
/* use a BOM_list_attributes call to find all current attributes (new note */
/* types define new attributes) */
int ifail;
tag_t item_tag, *revisions, *children;
int i, n, revision_count;
char* item_id;
ifail = BOM_line_ask_attribute_tag(line, item_tag_attribute, &item_tag );
CHECK_FAIL;
/* the simplest example call I can think of: */
/* count how many revisions of this Item there are */
ifail = ITEM_list_all_revs (item_tag, &revision_count, &revisions);
CHECK_FAIL;
MEM_free (revisions);
(*count)++;
(*total) += revision_count;
ifail = BOM_line_ask_child_lines (line, &n, &children);
CHECK_FAIL;

Server Customization, Teamcenter 14.2 4-123

for (i = 0; i < n; i++)

find_revision_count (children[i], count, total);
MEM_free (children);
}
/*-------------------------------------------------------------------------------*/
static int my_compare_function (tag_t line_1, tag_t line_2, void *client_data)
{
/* returns strcmp style -1/0/+1 according to whether line_1 and line_2 sort <, = or > */
char *seq1, *seq2;
int ifail, result;
ifail = BOM_line_ask_attribute_string (line_1, seqno_attribute, &seq1);
CHECK_FAIL;
ifail = BOM_line_ask_attribute_string (line_2, seqno_attribute, &seq2);
CHECK_FAIL;
if (seq1 == NULL || seq2 == NULL)
result = 0;
else
result = strcmp (seq2, seq1); /* Doing a reverse sort */
/* note: the default sort function compares Item names if the find numbers sort
equal but we will not show that here
*/
MEM_free (seq1);
MEM_free (seq2);
return result;
}
/*-------------------------------------------------------------------------------*/
static void initialise (void)
{
int ifail;
/* <kc> exit if autologin() fail */
if ((ifail = ITK_auto_login()) != ITK_ok)
fprintf(stderr,"Login fail !!: Error code = %d \n\n",ifail);
CHECK_FAIL;
/* these tokens come from bom_attr.h */
initialise_attribute (bomAttr_lineName, &name_attribute);
initialise_attribute (bomAttr_occSeqNo, &seqno_attribute);
ifail = BOM_line_look_up_attribute (bomAttr_lineParentTag, &parent_attribute);
CHECK_FAIL;
ifail = BOM_line_look_up_attribute (bomAttr_lineItemTag, &item_tag_attribute);
CHECK_FAIL;
}
/*-------------------------------------------------------------------------------*/
static void initialise_attribute (char *name, int *attribute)
{
int ifail, mode;
ifail = BOM_line_look_up_attribute (name, attribute);
CHECK_FAIL;
ifail = BOM_line_ask_attribute_mode (*attribute, &mode);
CHECK_FAIL;
if (mode != BOM_attribute_mode_string)
{ printf ("Help, attribute %s has mode %d, I want a string\n", name, mode);
exit(0);
}
}

Occurrences

An occurrence represents the usage of an item or an item revision within the product structure of a
parent. You can distinguish between different kinds of occurrences in the BOM and product structure.

4-124 Server Customization, Teamcenter 14.2

Additional information about occurrence functions can be found in the Integration Toolkit Function
Reference.

Note:
The Integration Toolkit Function Reference is available on Support Center.

Options and variations

Options and variations basic concepts

The basic concepts behind options and variations are that options are used to customize the BOM and
variant expressions that reference these options at run time.

• Expressions

Expressions are built as a parse-tree of variant expressions. A collection of these expressions is held in
a variant expression block. The same mechanism is used to attach variant conditions to an occurrence
and attach variant declarations to an item revision. The restriction is that only appropriate types of
expressions may be attached to each parent. With an occurrence, the variant expression block may
only contain one expression and must be a LOAD-IF type of expression. With an item revision, many
types of expressions may be used to declare an option, set a value or apply an error check.

• Range of Allowed Values

Each variant expression contains an operator, a left operand and a right operand. Options are defined
to belong to some item, but the range of allowed values is stored in option revisions. In most cases
the bottom of an expression tree is an option, but the declare operator references an option revision
to identify the range of allowed values current assembly option.

• Restrictions

Options are only enumerated values. Expression trees only evaluate to logical or integer values.

If you want to print a report showing variant conditions on a BOM or ignore BOM lines that are not
selected by the current option values, use ITK enquiries for BOM line values rather than trying to
evaluate variant expression trees. The ITK routines documented here are very low-level routines that are
intended to be used to create variant conditions when building a BOM.

Variant operator values are defined in the bom_tokens.h file. The BOM_variant_op_rhs_is_string value
can be added to other operators to allow a string to be used as the right operand. In most cases the right
operand should be an integer value that is stored as a text string containing decimal digits.

Operators

The following table lists each variant expression operator, the type of left and right operands allowed in
that expression, and a brief description.

Server Customization, Teamcenter 14.2 4-125

Note:
The operator names in the following table are truncated for convenience. The full name is the
operator name in the following table prefixed with BOM_variant_operator_. For example,
declare in the table is BOM_variant_operator_declare.

Left operand Right operand type

Operator type Description

declare option revision NULLTAG If this option has not yet been
declared for this BOM, then declare it
as this revision.

assy_uses option NULLTAG Not used.

default option expression or string Sets the option to the specified value
unless the option has already been
set. The value is an integer index
into the allowed range of
enumerated values.

assign option expression or string Sets the option to the specified value
unless it has been previously set.
Returns an error if the option already
has a different value.

error_if expression string Used to implement error checks.

Reports the string as an error if
expression is true.

if do-expression condition– Evaluates do-expression if condition-

expression expression is true. This is used to
implement derived values by making
the do-expression set a default
value.

is_equal expression expression Compares the two expressions.

Typically the first expression is an
option and the second a string in
order to verify that the option is set
to the specified value.

not_equal expression expression Compares the two expressions.

Typically the first expression is an
option and the second a string in
order to verify that the option is not
set to the specified value.

and expression expression Evaluates the logical AND of the two

expressions.

4-126 Server Customization, Teamcenter 14.2

Left operand Right operand type

Operator type Description

or expression expression Evaluates the logical OR of the two

expressions.

load_if NULLTAG expression The top operator of the expression in

a variant condition attached to an
occurrence.

comment NULLTAG string Not used.

rule_set option expression or string Used by variant rule objects to store

option-value pairs. This should not
be used in any other context.

brackets NULLTAG expression Placeholder for marking sub-

expressions which the user would
like to be bracketed. This operator
has no effect on the evaluation of
the overall expression, it is only used
when displaying the expression in
text form.

Run-time options

Once the assembly has been built to include variations data, option values can be used to determine
what parts of the assembly to display at run time. Options can be listed and set from a specified window
using the BOM_window_ask_options and BOM_window_set_option_value functions, respectively. If
the desired option is known, but it is not known whether it has been previously referenced, use the
BOM_window_find_option function instead of the BOM_window_ask_options function. The following
code shows an example of listing and setting option values:

#include <string.h>
#include <unidefs.h>
#include <tc/tc.h>
#include <bom/bom.h>
void panic();
void error(const char* message);
void set_option(tag_t w, const char *option, const char *value)
{
/* Sets an option to the specified value in Structure Manager window w. */
tag_t *options, *option_revs;
tag_t found_option, found_option_rev;
int *indexes;
int i, n;
if (BOM_window_ask_options(w, &n, &options, &option_revs) != ITK_ok) panic();
for (i = 0; i < n; i++)
{
char *name, *description;
tag_t owning_item;
logical found;
if (BOM_ask_option_data(options[i], &owning_item, &name, &description)!= ITK_ok)

Server Customization, Teamcenter 14.2 4-127

panic();
found = (strcmp(name, option) == 0);
MEM_free(name);
MEM_free(description);
if (found) break;
}
if (i == n) error("option not used in this window");
found_option = options[i];
found_option_rev = option_revs[i];
MEM_free(options);
MEM_free(option_revs);
if (BOM_list_option_rev_values(found_option_rev, &n, &indexes) != ITK_ok) panic();
for (i = 0; i < n; i++)
{
char *opt_value;
logical found;
if (BOM_ask_option_rev_value(found_option_rev, indexes[i], &opt_value)!= ITK_ok)
panic();
found = (strcmp(opt_value, value) == 0);
MEM_free(opt_value);
if (found) break;
}
if (i == n) error("option not allowed to have that value");
/* now do the work */
if (BOM_window_set_option_value(w, found_option, indexes[i]) != ITK_ok) panic();
MEM_free(indexes);
}

Option creation and declaration

When creating a new option with the BOM_create_option function, it is necessary to declare the option
revision against an item revision. You can both create and declare an option with a single call to the
BOM_new_option function. To declare an existing option against a different item revision, call the
BOM_declare_option function.

BOM variant rule

The BOM variant rule is a run-time object that represents the list of options and their values in a BOM
window. In general, you can ignore this object and use the BOM_window_ variant functions to get and
set option values.

However, this object is for creating multiple BOM variant rules against a BOM window; although only
one is actually applied to the BOM window at any one time. This can be used to set multiple option
values without reconfiguring the entire BOM after each set operation, although option defaults and rule
checks are still triggered. Then, once all options have been set, the BOM variant rule can be applied to
the BOM window.

The BOM variant rule supports an ITK interface that is almost identical to the BOM window variant
functions for getting and setting options and their values. A BOM window's current BOM variant rule can
be obtained by a call to the BOM_window_ask_variant_rule function.

4-128 Server Customization, Teamcenter 14.2

Variant expression manipulation

In an attempt to simplify Variant Expression interaction at the ITK level, some high-level concepts have
been introduced. A Variant Clause List can be used to create and edit conditional variant expressions (for
example, Engine = 1.6 AND Gearbox = manual). These conditional expressions can then be used to
create IF type Variant Expressions (for derived defaults, rule checks, and occurrence configuration) using
the simple BOM_variant_expr_ ITK calls.

Variant clause list

Variant clause lists are used to store conditional variant expressions in a more easily understood (and
edited) format. For example, the condition:

"Engine = 1.6 OR Engine = 1.8 AND Gearbox = manual"

would be represented in a clause list as:

"Engine = 1.6"
"OR Engine = 1.8"
"AND Gearbox = manual"

In other words, each clause is a simple condition and a join operator (AND or OR).

Clauses may be added (anywhere in the list), deleted, moved, or queried. Individual clauses within the
list are identified by their position. The first clause is at position 0, the second at position 1, and so on.

Brackets are supported by variant clause lists. To add brackets around a section of a clause list, call the
BOM_variant_clause_toggle_brackets function and pass it the array of clause positions to be
contained within the brackets. For example, to place brackets around the Engine = 1.8 AND Gearbox =
manual section of the previous example, pass in an array containing the positions 1 and 2.

Note:
To add brackets around a clause list section that contains more than two clauses, pass in the
positions of the first and last clauses in the section. The other positions are ignored. The array
mechanism is used, in preference to only supplying first and last position arguments, to simplify
user interface implementations by allowing you to simply pass in the list of currently selected
clauses, rather than expecting you to filter the selection list down to just the first and last.

Modular variants

If you work with modular variants, you must take a different approach in your ITK code. For example, if
you want to create a BOM selected option set, set the option values, and then apply the set, you:

1. Ask for the selected option set from a BOM line:

Server Customization, Teamcenter 14.2 4-129

BOM_line_ask_sos( bl, &sos )

Note:
There are two kinds of option sets: a run-time selected option set and a persistent stored
option set kept in the database.

2. Get its contents to set its options and values:

BOM_sos_ask_entries( sos, entry_count, options, paths )

3. Set the value for each option. In this call, the function sets option1 with the value of Economy:

BOM_sos_set_entry_string( sos, options[ 0 ], "", "Economy", 4 )

4. Apply the set:

BOM_sos_apply( sos, true )

If you want to create a stored option set in the database and then read it, you:

1. Ask for the selected option set from the BOM line:

BOM_line_ask_sos ( bomline1, bomsos )

2. Create a variant configuration object. The first variable is given if you have a classic variant rule:

BOM_create_variant_config ( NULLTAG, 1, { bomsos },

bom_variant_config )

3. Set the option and values as well as the mode:

BOM_sos_set_entry_string ( bomsos, opt, "", "value1",

BOM_option_set_by_user )
BOM_sos_set_entry_logical ( bomsos, opt1, "", true,
BOM_option_set_by_user )

Then create a stored option set in the database from the BOM variant configuration:

BOM_sos_db_create("bomsos1", bom_variant_config, sos1)

4. Read the saved stored option set contents from the database:

BOM_sos_db_contents(sos1, count, items, options, optionTypes,

valueTypes,
howSet, values)

4-130 Server Customization, Teamcenter 14.2

If you want to read and load the contents of the stored option set saved in the database, you:

1. Ask for the selected option set from the BOM line:

BOM_line_ask_sos ( bomline1, bomsos2 )

2. Create a variant configuration object:

BOM_create_variant_config ( NULLTAG, 1, { bomsos2 },

bom_variant_config2 )

3. Read the stored option set from the database:

BOM_sos_db_read ( sos1, bom_variant_config2 )

4. Get the value of the option in the stored option set:

BOM_sos_ask_entry_display ( bomsos2, opt, "", value, howset )

5. Apply the variant configuration:

BOM_variant_config_apply ( bom_variant_config2 )

Exporting configured assemblies to NX

You can configure a product structure with revision rules and variants, and then export the configured
structure to NX in native format. Use the BOM_export_configured_nx_assembly function in the BOM
module.

Additional information about this function can be found in the Integration Toolkit Function Reference.

Note:
The Integration Toolkit Function Reference is available on Support Center.

BOM Compare functions

Scope of compare

BOM Compare operates on the contents of two BOM windows. This means that it picks up the
configuration rules of the BOM windows from which the compared BOM lines were taken. If you want to
compare different configurations of the same BOM, first set up two BOM windows with the required
configurations.

By default, the BOM_compare function compares everything below the supplied BOM lines right down
to the bottom of the BOM. It automatically loads any required structures.

Server Customization, Teamcenter 14.2 4-131

If a you want to prevent a compare from loading the components of a specific structure, set the stop
flag of the structure's BOM line, using the BOM_line_set_stop function. The stop flag can be cleared
using the BOM_line_clear_stop function. In Structure Manager-based compares, the stop flags are set
on all visible leaf nodes and collapsed structure nodes.

Compare descriptor

The compare descriptor is a list of attributes (referred to as compare elements to differentiate them from
POM attributes) that are used as the basis of the compare. Although most compare elements are simply
be properties (and are handled automatically by the compare engine), you can compare based on
nonproperty elements by defining methods. You can also use methods to customize the compare
behavior for awkward properties (for example, quantity, which is described in this section).

Compare elements can be generally divided into two distinct groups: primary elements and aggregate
elements (there's a third group: display elements, which is described in this section). The key difference
between these two groups is that primary elements define different entities, while aggregate elements
are combined for multiple instances of the same entity. For example, the compare functionality before
version 8 (when expressed in version 8 terms) defined item ID as a primary element and quantity as an
aggregate element. This meant that BOM lines that had the same item ID were bundled together for the
purposes of compare and their quantities were added together. In other words, 1 BOMLine with qty 2
was equivalent to 2 BOMLines with qty 1.

In the following code example, the compare descriptor uses the bl_occurrence (occurrence thread tag)
property, the bl_item property, the bl_quantity property, and the Torque (an occurrence note)
property.

BOM Compare mode

The BOM Compare mode is a uniquely named object that combines a compare descriptor and a BOM
traversal order. The BOM traversal order defines which BOM lines are fed into the compare engine, and
in what order. The BOM Compare supports three traversals: single-level, multilevel, and lowest level. A
single descriptor can be shared between multiple compare modes.

The following code shows a single-level compare which is best suited for an occurrence-based compare:

int define_compare_mode()
{
int ifail;
tag_t desc;
ifail = CMP_find_desc("example desc", &desc);
if (ifail != ITK_ok)
return ifail;
if (desc == NULLTAG)
{
ifail = define_compare_desc(&desc);
if (ifail != ITK_ok)
return ifail;
}
ifail = BOM_compare_define_mode(
"example mode",
BOM_compare_singlelevel, /* from bom_tokens.h */

4-132 Server Customization, Teamcenter 14.2

desc, /* from above */

false, /* not shown UI - irrelevant*/
false, /* no autopack - only multi-level needs this */
true /* virtual unpack - copes with packed bomlines */
/* All occurrence—based compares need this */
);
if (ifail != ITK_ok)
{
/* If it was previously defined, return success */
if (ifail == BOM_duplicate_bom_compare_mode)
{
EMH_clear_errors();
return ITK_ok;
}
/* otherwise report failure */
return ifail;
}
return ITK_ok;
}
int define_compare_desc(tag_t *desc)
{
tag_t new_desc;
tag_t new_element;
tag_t bomline_type;
/* Insert error handling here */
CMP_create_desc("example desc", &new_desc);
TCTYPE_find_type("BOMLine", NULL, &bomline_type);
/***** Primary Element : Occurrence Thread *****/
CMP_create_prop_element(
new_desc,
CMP_primary_element,
CMP_cache_sync, /* Cache property values in native type */
NULL, /* Do not define element name - will default to prop name */
false, /* Show value of this property in output */
bomline_type, /* Type to which prop belongs */
"bl_occurrence", /* Name of property */
NULL, /* No display prop - use real prop instead */
&new_element);
/***** Aggregate Element : Item *****/
CMP_create_prop_element(new_desc,
CMP_aggregate_element,
CMP_cache_sync,
NULL,
false,
bomline_type,
"bl_item",
"bl_item_item_id",
&new_element);
/***** Aggregate Element : Quantity *****/
CMP_create_prop_element(new_desc,
CMP_aggregate_element,
compareCacheSync,
"k_compare_qty",
false,
bomline_type,
"bl_quantity",
NULL,
&new_element);
/***** Aggregate Element : Torque Occ Note *****/
CMP_create_prop_element(new_desc,

Server Customization, Teamcenter 14.2 4-133

CMP_aggregate_element,
CMP_cache_sync,
NULL,
false,
bomline_type,
"Torque",
NULL,
&new_element);
*desc = new_desc;
return ITK_ok;
}

For simple examples, defining a compare mode is relatively easy. You create your descriptor and create a
number of property elements against it. Then define your mode, combining the descriptor with a
traversal mode.

There are a number of features that are described as follows:

• UI suppression

In the call to the BOM_compare_define_mode function, the fourth argument is the mode UI display
flag. This controls whether the UI should present this compare mode in the Structure Manager BOM
Compare dialog box. This is a legacy setting and is now irrelevant because even if this was set to true,
the UI still would not show this mode in the dialog box. The UI dialog box is currently hard coded to
our standard pre-version 8 compare modes.

• Auto pack

In the call to the BOM_compare_define_mode function, the fifth argument defines whether
multilevel compares should pack BOM lines as it goes along. Auto pack is an attempt to allow the
simplification of the presentation of the results of multilevel compares where the primary compare
elements match the pack rule attributes. By default, the BOM line pack attributes are item ID and find
number. These are the primary attributes for the standard multilevel compare as currently supported
by the Structure Manager compare dialog box.

If you set this argument, set it to false.

• Virtual unpack

In the call to the BOM_compare_define_mode function, the sixth argument defines whether BOM
lines should be temporarily unpacked during the compare. If you are using bl_occurrence as one of
your compare elements, set this flag to true because packed BOM lines represent multiple
occurrences. To gain access to the individual occurrences, the compare must unpack the BOM line,
pull out the required data, and then repack, which is transparent to the end user. Why is not this
always switched on? The main limitation of virtual pack lies in the BOM line property compare output.
Normally, BOM compare sets a BOM line property called Changes to display the actual changes that
have happened to the BOM line (for example, Qty 2→3 or Rev A→B). If you are performing an
occurrence-based compare, you might have two occurrences behind a packed BOM line. One
occurrence might have a change (for example, Qty 2→3). The other occurrence might not have any
change. In this situation, what should compare put in the Changes property of the BOMLine? Should

4-134 Server Customization, Teamcenter 14.2

it say Qty 2→3? Should it be empty? In reality, it says PACKED CHANGES, and expects the user to
manually unpack the BOM line to see to individual changes.

For non-UI compares, Siemens Digital Industries Software recommends that the BOM windows being
compared have packing switched off.

• Caching

In the calls to the CMP_create_prop_element function, the third argument tells BOM Compare
whether and how to cache property values. The CMP_cache_sync setting means that the type of the
cache should be synchronized to the property value type. Setting this to CMP_cache_none would
disable caching of that property. The CMP_cache_auto setting is similar to CMP_cache_sync, but
allows BOM Compare to make the final decision on the cache type. This is important if you plan to use
certain properties as aggregate elements. For example, multiple tag elements cannot be aggregated
into a tag cache. Instead, they need a tag array cache type. The CMP_cache_auto setting makes that
decision for you. You can also manually specify the type of the cache, but it is up to you to make sure
that it is suitable for storing the property.

• Element naming

In the calls to the CMP_create_prop_element function, the fourth argument allows a user to specify
the (internationalized) name by which this element is known. If this is set to NULL, then the property
name is used. Element naming is primarily used for nonproperty compare elements, but can still be
useful for property elements where the property name is considered to be too verbose for display in
compare output. For example, with the bl_quantity property you might want compare to output the
more compact Qty rather than property display name Quantity.

• Element display suppression

In the calls to the CMP_create_prop_element function, the fifth argument allows for the possibility
that certain elements are useful for comparing, but not good for displaying. For example, tag
elements are great for comparing, but because they are simply unsigned integers they have no
meaning to end users. This ties into display elements.

• Element display aliasing

In the calls to the CMP_create_prop_element function, the eighth argument provides a simplified
version of the display elements concept. It allows an unfriendly property to be replaced in the output
stage with a more readable one. In the example above, the bl_item property is used. This property is
the tag of the item. When displaying item changes to the user, you do not want to show them item
tags. Instead you would want to show them the item ID. To do this, you could define bl_item_item_id
as a display alias property of the bl_item property element. Note that while you could use
bl_item_item_id as your compare element, the use of bl_item is much more efficient for two
reasons: it is an integer compare rather than a string compare, and bl_item is a directly defined BOM
line property while bl_item_item_id is indirected through the item.

Server Customization, Teamcenter 14.2 4-135

BOM Compare execution

The following code shows the code for a simple compare report:

tag_t compare;
int n_lines;
char **lines;
tag_t *cmp_items;
int i;
BOM_compare_create(&compare);
BOM_compare_execute(compare,
bomline1, bomline2,
"example mode",
BOM_compare_output_report);
BOM_compare_report(compare, &n_lines, &lines, &cmp_items);
for (i=0; i<n_lines; i++)
{
printf("%s\n", lines[i]);
/*
** BOMLines relating to this report line can be obtained via
** BOM_compare_list_bomlines(cmp_items[i], ...);
*/
}
AOM_delete(compare);

If you want the changes written to the BOM line Changes property, just add the
BOM_compare_output_bomline argument to the BOM_compare_output_report argument in the call
to the BOM_compare_execute function.

Display elements

In addition to primary and aggregate elements, BOM Compare can also support display elements. These
are elements that have no impact on the actual comparison. Display elements are extra context data
that is written as part of compare output. This is just an advanced version of the element display aliasing
concept. Aliasing is limited in that it only works with property elements, and only a single alias property
can be defined. Display elements can be defined with methods, allowing nonproperty data to be used.
You can also define as many display properties as you want.

You can use the bl_item_item_id alias as a display alias for bl_item. If you want to display the item
name as well as the item ID, define a property display element for the bl_item_object_name property in
the descriptor, as shown in the following code:

CMP_create_prop_element(new_desc,
CMP_display_element,
CMP_cache_sync,
NULL,
false,
bomline_type,

4-136 Server Customization, Teamcenter 14.2

"bl_item_object_name",
NULL,
&new_element);

Note that display elements are not aggregated. Teamcenter assumes that the display element property
value is constant across all BOM lines in a set. As such, the display element value is simply pulled out of
the first BOM line that the compare engine finds.

Aggregate element uniqueness

With numeric elements, aggregation is easy: the numbers are just added together. However, with string
elements, aggregation is more difficult. The standard behavior is simply to concatenate the strings into a
comma separated list, in alphabetical order. For example, A and B becomes A,B. If you aggregate A and
A, it enforces uniqueness (A + A = A).

Element ordering modifier

Generally, string elements are sorted by simple alphabetic order. For example, aardvark comes before
albatross. However, you might want to store numeric data in string attributes (for example, find
number). In this case, alphabetic order is not correct. For example, 20 comes before 3. To correct this,
use the CMP_set_prop_element_order function to set the element sort order to the
CMP_order_by_length_and_value setting.

Element application flags

The generic compare engine has no understanding of application concepts (BOM Compare is an
application built on top of the generic compare engine). However, sometimes it is necessary for the
application to store modifiers on the compare descriptor. This is done using the application flags.
Application flags are set by the CMP_set_element_application_flag function. There are three
application flags:

• BOM_compare_display_aggregate

• BOM_compare_stop_if_diff

• BOM_compare_dont_report_adds

These are defined and documented in the bom_tokens.h file.

Object output order

If you have multiple primary elements, the order in which you define the elements has an impact on the
order in which objects are output in a report. Consider a compare where you have two primary
elements: Item Id and Find Number. Note that these are the primary elements for two of the standard
compare modes. If you define the Item Id element before the Find Number element, then objects are
output sorted by Item Id and then by Find Number within that.

Server Customization, Teamcenter 14.2 4-137

Consider three BOM lines with the following attributes:

• item=widgetY, seqno=10

• item=widgetX, seqno=20

• item=widgetX, seqno=30

If you define your elements in the order (Item Id, Seq No), compare outputs the lines in the order 2, 3,
1. This order is clearly not ideal. You normally would really like the output to be in the same order in
which it appears in Structure Manager (in other words, 1, 2, then 3). To do this, simply reverse the order
of element definition to be (Seq No, Item Id). However, this affects the column output order, described
in the next section.

The use of find numbers introduces another feature. Consider this pair of BOM lines:

• item=widgetX, seqno=20

• item=widgetX, seqno=100

The order output should be 1 first and 2 second. Because find numbers are strings and not integers, a
string compare is performed and alphabetically 100 comes before 20. To get around this, mark the find
number element (and any others that store numbers as strings) as special with the
CMP_set_prop_element_order function:

CMP_create_prop_element(new_desc, ..., &seqno_element);

CMP_set_prop_element_order(seqno_element, CMP_order_by_length_and_value);

This call tells the compare engine to sort by length, before sorting by value.

Column output order

By default, report output is generated with the columns in the same order as the elements were defined
in. In the previous section, the Find Number element is defined ahead of the Item Id element to force
the object output order to match the Structure Manager display order. The side effect of this is that the
report columns are output in the (Seq No, Item Id) order. This does not match the standard Structure
Manager column display order where you expect to have the item defined in the leftmost column,
followed by the find number. You can suppress the display of the find number element and define a
display element against the find number property. However, the better alternative is to define a display
order. To do so, create a tag array and populate it with the element tags in the order that you want the
columns to appear. Then pass that array into the CMP_set_element_display_order function as shown
in the following code:

tag_t seqno_element;
tag_t itemid_element;
tag_t elements[2];
CMP_create_prop_element(new_desc, ..., &seqno_element);

4-138 Server Customization, Teamcenter 14.2

CMP_create_prop_element(new_desc, ..., &itemid_element);

elements[0] = itemid_element;
elements[1] = seqno_element;
CMP_set_element_display_order(new_desc, 2, elements);

Methods

When using property-based compare elements, the system provides default behavior for comparing the
property values. There are also some simple modifiers that can be applied to handle certain special
cases. If none of the modifiers do what you need, you can write code that does exactly what you want
and then register it against the element.

There are six method types supported by the generic compare engine:

• Compare object

This method must compare a given object against a given compare set and return its opinion on
whether that object belongs in that set. Note that this is just one primary compare element's opinion.
Other primary elements may disagree. All primary elements must say yes for the object to be allowed
into the set.

• Compare aggregate

This method must compare the left and right sides of the given compare set and return its opinion on
whether the two sides are equivalent. Other aggregate elements may disagree.

• Cache

This method must update the element's cache when the supplied object is added to the given side of
the compare set.

• UIF name

This method returns the display name for this element.

• UIF value

This method returns the display value for this element.

• Free cache

One of the supported cache types is CMP_cache_pointer. This cache type means that the user is
taking responsibility for creating and managing the cache. The generic compare engine simply
maintains a void * pointer to the cache. When using this cache type, you must supply a Cache
method (to create and update the cache), a UIF Value method (to return the display value for the
cache), and a Free Cache method. This Free Cache method is used to release the memory allocated
by the Cache method.

Server Customization, Teamcenter 14.2 4-139

Nonproperty elements

This is the logical conclusion of the use of compare methods. A nonproperty element is an element that
is entirely driven through methods. It has no standard behavior. This requires more effort, but allows
maximum flexibility. For example, you could perform a compare using elements that live entirely
outside Teamcenter. It could pull in data from a different database or from the Internet, which may take
a significant amount of time. If you plan to do this, Siemens Digital Industries Software highly
recommends caching.

For an example of a nonproperty element, see the quantity elements in the smp_user_bom_cmp.c file.
While quantity is a BOM line property, Compare cannot handle it directly because of the need to cope
with special concepts like as required and undefined (Structure Manager's default quantity, in other
words, one unit).

Advanced execution concepts

One of the advantages of the generic compare engine is that it provides access to the internal data
structures of the engine. This allows you to provide new output destinations and formats directly off the
raw data without having to post-process one of the existing outputs. To use this, you must understand
the internal data structure.

The top level object is the BOM Compare itself. This is the object that most of the BOM Compare ITK
functions deal with. A BOM Compare is described as having a mode, an output destination, and two root
BOM lines (often referred to as two sides of the compare, left and right).

In single and lowest-level compare traversals, the BOM Compare object has a single BOM Compare
engine object. In multi-level compare traversals, the BOM Compare has a tree of nested BOM Compare
engines.

A BOM Compare engine contains a list of compare sets. Each compare set contains two lists of BOM
lines (one list for each side of the compare). Every BOM line in a compare set has the same values for
their primary elements. Compare sets are capable of caching compared values. Primary and display
elements are stored in a single cache (per element) on the compare set. Aggregate elements require a
cache for each side of the compare.

To traverse this data structure, use the BOM_compare_visit_engine function, as shown in the following
code. This function traverses the internal data structure invoking callbacks as it goes:

{
tag_t compare;
BOM_compare_create(&compare);
BOM_compare_execute(compare,
bomline1, bomline2,
"example mode",
0 /* No output - we're going to do it ourselves
*/ );
BOM_compare_visit_engine(compare,
enter_engine,

4-140 Server Customization, Teamcenter 14.2

leave_engine,
visit_set,
NULL /* User data pointer */ );
}
int enter_engine(tag_t bomcompareengine, tag_t compareset, int depth,
void
*user_data)
{
tag_t root1, root2;
BOM_compare_ask_engine_root_bomlines(bomcompareengine, &root1,
&root2);
printf("Entering compare engine %x, comparing BOMs %x and %x\n",
bomcompareengine, root1,
root2);
/* You could use the CMP ITK to query the contents of the engine */
return ITK_ok;
}
int leave_engine(tag_t bomcompareengine, tag_t compareset, int depth,
void
*user_data)
{
printf("Leaving compare engine %x\n", bomcompareengine);
/* You could use the CMP ITK to query the contents of the engine */
return ITK_ok;
}int visit_set(tag_t compareset, int depth, void *user_data)
{
/* You can use the CMP ITK to query the contents of the set */
printf("Compare set %x\n", compareset);
/* List which compare elements changed in this set */
int n;
tag_t *elements;
tag_t *bomlines;
int i;
CMP_ask_diff_elements(compareset, &n, &elements);
printf("Changed elements: ");
for (i=0; i<n; i++)
{
int element_type,
int priority,
int cache_type,
char *uif_name,
logical suppress_value;
char *lvalue;
char *rvalue;
CMP_ask_element_info(elements[i],
&element_type, &priority, &cache_type,
&uif_name, &suppress_value);
CMP_ask_element_value(compareset, CMP_LHS, elements[i], &lvalue);
CMP_ask_element_value(compareset, CMP_LHS, elements[i], &rvalue);

Server Customization, Teamcenter 14.2 4-141

print(" %s has changed from %s to %s\n", uif_name, lvalue,

rvalue);
MEM_free(uif_name);
MEM_free(lvalue);
MEM_free(rvalue);
}
MEM_free(elements);
/* List the bomlines on LHS of this set */
CMP_ask_objects_in_set(compareset, CMP_LHS, &n, &bomlines);
printf(" Affected BOMLines on left hand side: ");
for (i=0; i<n; i++)
{
printf("%x ", bomlines[i]);
}
printf("\n");
MEM_free(bomlines);
return ITK_ok;
}

Performing a compare

The BOM Compare function BOM_compare_execute supersedes the older BOM_compare call. The
BOM_compare_execute function takes the tags of the two BOM lines to be compared, along with the
compare mode, and the output type, and may optionally be given a compare context.

A compare context (gained from the BOM_compare_create function) is a slot into which the results of
a BOM Compare are put. Each one can only hold the results of one compare. The
BOM_compare_execute function can be told to use the default compare context by passing in a null
tag.

The default compare context is the one used by the user interface when running BOM Compare from
Structure Manager. If you use the default context while the user interface might be using it, you clear
any BOM Compare-related BOM line highlighting and the ability to click on a report line and have the
Structure Manager select the correlate BOM lines. Merely using the default context causes this, even if
you do not ask for BOM line highlighting or text reports.

The standard mode names (BOM_std_compare_*_name) are available as manifest constants from the
bom_tokens.h file; the output selectors (BOM_compare_output_*) are also available from the
bom_tokens.h file. These identifiers are used thus:

BOM_compare_execute( bomcomparecontext,
bomline1,
bomline2,
BOM_std_compare_single_level_name,
BOM_compare_output_bomline | BOM_compare_output_report );

4-142 Server Customization, Teamcenter 14.2

For your own modes, you should establish and use your own manifest constants. The standard compare
modes are described in Structure Management on Rich Client, but you can also declare new ones using
the BOM_compare_define_mode function. To define your own modes, you need to understand
compare descriptors, which are part of the generic compare engine.

The generic compare engine provides a way to compare two sets of objects, and obtain the differences
between the sets. Each set is divided into subsets containing objects that match each other according to
some user-defined criteria (primary keys). If both sets each have a subset whose objects match by their
primary keys, then the objects within each subset are compared according to further user-defined
criteria (aggregate keys), and the results for this second compare between each correlate pair of subsets
are made available. A subset with no correlate subset is an addition (or a deletion). The keys are
specified with a compare descriptor.

For example, the functionality of BOM Compare has been re-implemented on top of this generic engine.
The two sets are the two sets of BOM lines for comparison; the BOM lines are gathered into subsets
according to item ID and optionally find number, the primary keys, and where both sides of the compare
has correlate subsets, they are compared for quantity and revisions, the aggregate keys.

BOM Compare output

User exits

BOM Compare can call a number of user exit functions for both ITK- and Structure Manager window-
invoked compares. The user exits are:

• USER_bom_cmp_start_report

• USER_bom_cmp_enter_report

• USER_bom_cmp_item_report

• USER_bom_cmp_parent_report

• USER_bom_cmp_exit_report

• USER_bom_cmp_end_report

These user exit functions are always called by the Structure Manager window-invoked compare. User
exit output is optional for the ITK compare.

A number of ITK functions are available to allow the user exit functions to query the compare results:

• BOM_compare_list_bomlines

• BOM_compare_ask_differences

• BOM_compare_ask_qty

Server Customization, Teamcenter 14.2 4-143

• BOM_compare_ask_rev

• BOM_compare_ask_seqno

This list of functions has been augmented by the generic compare functions that can be applied to
compare engines.

BOM line output

The following BOM line string property is set to contain the changes relating to the particular BOM line:

bl_compare_change

The following two properties are additionally supported when the BOM_compare_legacy_properties
preference is true:

bl_quantity_change
bl_revision_change

If no differences are found for a particular BOM line, these properties are all blank.

If the BOM_compare_legacy_properties preference is false or unset:

• bl_compare_change

Contains the type of change for this line, either Added or one or more of the Aggregate keys and key
values for the BOM Compare Mode specified. For the standard compare modes, the keys are Qty or
Rev for quantity changes and revision changes, respectively, so this property might look like, Qty:1→2
or Rev:A→B. This is a comma-separated list if more than one change occurs (for example, both
quantity and revision changes might look like Qty:1→2,Rev:A→B).

If the BOM_compare_legacy_properties preference is true:

• bl_compare_change

Contains the type of change, Added, Qty, or Rev for additions, quantity changes and revision changes,
respectively. This is a comma-separated list if more than one change occurs (for example, both
quantity and revision changes might look like, Qty,Rev).

• bl_quantity_change

Contains details of a quantity change (in other words, if Qty is a substring of the bl_compare_change
attribute). The change is stored as the two quantities separated by an arrow (for example, 1→2).

• bl_revision_change

4-144 Server Customization, Teamcenter 14.2

Contains details of the revision change (in other words, if Rev is a substring of the
bl_compare_change attribute). The change is stored as the two revisions separated by an arrow (for
example, A→B). If more than one revision of an item exists in one of the BOMs then all the revisions
are listed (for example, A,B→C).

These properties may be cleared by calling the BOM_compare_clear function.

Note:
If another compare is started (in a particular compare context) before the previous one has been
cleared, the old properties are automatically cleared.

Report output

Report output can be retrieved with the BOM_compare_report function. Note that you must request
report output when you call the BOM_compare_report function, otherwise no report is generated.

The BOM_compare_report function returns the report as an array of formatted character strings. The
first string contains the column headers for the report. The function also returns an array of compare
items that match the report lines. These compare items can be queried with the following functions:

• BOM_compare_list_bomlines

• BOM_compare_ask_differences

• BOM_compare_ask_seqno

These functions have been augmented by the generic compare functions, as for the user exits.

These functions are available only if the BOM_compare_legacy_report preference is true:

• BOM_compare_ask_qty

• BOM_compare_ask_rev

• BOM_compare_ask_seqno

Report lines that do not have matching compare items (for example, the column header line) have their
compare item listed as NULLTAG.

BOM Compare output suppression

BOM Compare output suppression allows the BOM Compare user exit functions to switch off certain
forms of compare output. For example, the default user exit functions do not perform any useful
actions. To prevent the Structure Manager window-based compare from calling unnecessary user exit

Server Customization, Teamcenter 14.2 4-145

functions, the very first user exit function (USER_bom_cmp_start_report) suppresses all other user exit
output, using the following line of code:

BOM_compare_suppress (line1, BOM_compare_output_userexit);

This suppression lasts for the duration of the current compare. The primary intended use for this facility
is if you wish to replace the BOM Compare's internal report window with your own report. To achieve
this, you must write the user exit functions to generate the report and display it in a window.

Once the report generation code has been written, the problem is how to control which report window
is displayed and when. You must first suppress the user exits when report output was not selected in the
BOM Compare dialog box:

If:
( (output & BOM_compare_output_report) == 0)
{
BOM_compare_suppress (line1, BOM_compare_output_userexit );
return ITK_ok;
}

You should now suppress the internal report window:

BOM_compare_suppress ( line1, BOM_compare_output_report );

There are many other potential uses for output suppression. Some further examples are given in the
USER_bom_cmp_start_report user exit source code.

BOM Compare visitor

After you run a compare (possibly without any output modes specified), you can ask the system to walk
the results tree, running user-supplied callbacks at each node. This is very similar to the user exits
system above, but because you pass in the three callback functions instead of linking them into the user
exits library, you can process the results in various ways without needing to change the user exits
library. The callbacks have this correlation with the user exits:

• The visit_set function is identical to the USER_bom_cmp_item_report function, except that it has
the extra user_data parameter - a void * parameter supplied by your call to the
BOM_compare_visit_engine function, pointing to a structure you want your callbacks to build or
maintain.

• The enter_engine function is analogous to USER_bom_cmp_parent_report function. The following

code makes that relationship explicit:

#include <unidefs.h>
#include <tc/tc.h>
#include <bom/bom.h>
#include <user_exits/user_exits.h>
int enter_engine( tag_t compare_engine, tag_t compare_set, int depth, void * user_data)

4-146 Server Customization, Teamcenter 14.2

{
int itk_ret;
tag_t bomline1;
tag_t bomline2;
if ( ( itk_ret = BOM_compare_ask_engine_root_bomlines( compare_engine, &bomline1,
&bomline2) ) != ITK_ok )
return itk_ret;
return USER_bom_cmp_parent_report( bomline1, depth );
}

• The leave_engine routine is called when all descendants of the latest active parent announced
through the enter_engine function have been visited. All ordering is depth-first recursive, so each
parent node is only reported once immediately before all of its descendants, and once immediately
after all of its descendants. The following code counts the number of BOM lines (on the left-hand or
right-hand side) determined to be different by the compare:

/* Count BOM Lines in a compare, declares

extern int count_bomlines_in_compare ( tag_t compare_context, int cmp_side );
*/
#include <bom/bom.h>
#include <fclasses/cmp.h>
#include <tc/tc.h>
/* Structure for passing nominated side and current count around */
typedef struct
{
int count;
int side;
} count_bomlines_t;
/* Callback to add the number of objects for each set to user_data-count. */
/* Note, it would be trivial to put a loop in here to examine/modify
the BOM Lines in bomlines[], instead of merely counting them */
static int count_bomlines_visit_set ( tag_t compareset, int depth, void * user_data )
{
count_bomlines_t *data = (count_bomlines_t*) user_data;
int count;
tag_t *bomlines;
{
/* Ask compareset for the bomlines on the nominated side. (I’m
only interested in how many there are, not what they are.) */
int itk_ret;
if ( ( itk_ret = CMP_ask_objects_in_set( compareset, data->side, &count,
&bomlines ) ) != ITK_ok )
return itk_ret;
}
data->count += count;
MEM_free( bomlines );
return ITK_ok;
}
/* Run over the BOM compare results passed in, and return the number of
BOM lines, or -1 on error. */
extern int count_bomlines_in_compare ( tag_t compare_context, int cmp_side )
{
count_bomlines_t results = { 0, cmp_side };
/* Use NULL for parent (engine) entry/exit callbacks, because
they’re not interesting here */
if ( BOM_compare_visit_engine( compare_context, NULL, NULL, count_bomlines_visit_set,
(void*) &results ) != ITK_ok )
{

Server Customization, Teamcenter 14.2 4-147

return -1;
}
return results.count;
}

Product Structure (PS) module

Introduction to the Product Structure (PS) module

The Product Structure (PS) ITK module manages the creation, manipulation and storage of product
structure data within Teamcenter.

The PS module handles product structure operations at a lower level. It is also responsible for the
creation and manipulation of the basic structure objects (in other words, BOM views and occurrences).

This module is most useful for large scale import of structure data into Teamcenter or batch operation to
update specific structure attributes where the overhead of building up the full presentation of BOM-
related information is not required.

Product structure in Teamcenter is represented by assembly items containing links to component items
which make up the assembly. The structure of items is represented in BOM view objects. The links to
component items are known as occurrences.

The PS ITK module covers the creation of BOM views and BOM view revisions for items and item
revisions, the creation and modification of occurrences to reference the component parts of an
assembly, and the attachment of structure-related attributes to occurrences.

Product Structure classes

BOM view

When an item is an assembly of other items, its assembly structure is represented by a BOM view. A
BOM view is a workspace object. It is an object distinct from the item in order to support multiple views
functionality, when a separate BOM view is required to represent each different view of an item's
structure.

The class attributes and methods for BOM view in the PS module are shown in the following figure:

BOM view class attributes and methods

In the figure:

4-148 Server Customization, Teamcenter 14.2

• Item is the item to which this BOM view belongs, inquired by the PS_ask_item_of_bom_view
function.

• BOM view revisions are all of the revisions of this BOM view. They can be listed using the
PS_list_bvrs_of_bom_view function.

• Viewtype specifies the type of this BOM view with the tag of a View Type object. Use the PS_ask/
set_bom_view_type functions to inquire or modify its value, respectively.

• BOM view also inherits name and description from the workspace object, which can be inquired and
changed using the appropriate WSOM functions.

A BOM view is created by the PS_create_bom_view function. The name of the BOM view must be
unique for all BOM views of the parent item. Be aware that no initial revision is created, this is done by
a call to the PS_create_bvr function.

Note:
A new or modified BOM view is not saved to the database until you make a call to the
AOM_save function. The item it is placed in is also modified and must also be saved with a
separate call to AOM_save.

BOM view revision

The structure of an assembly item may change between successive revisions of the item. Therefore the
actual structure information of an item revision is stored in a BOM view revision referenced by that item
revision. A revision of BOM view "A" must specify the structure of a revision of the item that owns BOM
view "A".

There is no one-to-one correspondence between item revisions and BOM view revisions, because where
two or more revisions of an item have the same structure they may share references to the same BOM
view revision. A new working item revision based on a previous released revision retains a reference to
the released revision's BOM view revision until such time as the structure of the working item revision
needs to be modified. An item revision may reference only one revision of a BOM view at a time.

BOM view revisions are workspace objects. They are presented in the workspace separately from item
revisions for three reasons:

• To allow access controls to be placed on the structure of an item revision independently of access
controls on the rest of the item revision's data. For example, to protect the structure from further
modification while detailed changes are still being made to a drawing.

• To allow the structure of an item revision to be put through a release procedure independently of the
rest of the data for an item revision.

• To allow for multiple views functionality, when an item revision is able to reference BOM view
revisions of different BOM views, each of which represents a distinct view of the structure of the item.

Server Customization, Teamcenter 14.2 4-149

By default a BOM view revision is shown in the workspace as a specification of an item revision.

The class attributes and methods for BOM view revision in the PS module are as shown in the following
figure.

BOM view revision class attributes and methods

The occurrences of a BOM view Revision are listed by the PS_list_occurrences_of_bvr function. A BOM
view Revision's occurrences are either all precise, in which case they reference child item revisions or
they are all Imprecise, in which case they reference child items. This is determined by the state of the
PreciseOrImprecise flag. This flag may be inquired with the PS_ask_is_bvr_precise function and
changed with the PS_set_bvr_precise/imprecise functions.

Note:
The PS_set_bvr_precise function does not set view pseudo folder contents to ItemRevisions. You
need to use the BOM_line_set_precise function instead. If you have the following code in your
ITK program:

PS_set_bvr_precise(bvr);
AOM_save(bvr);

Replace it with the following:

BOM_create_window(&window);
BOM_set_window_config_rule( window, rule);
BOM_set_window_pack_all (window, TRUE);
BOM_set_window_top_line(window, NULLTAG, item_rev, bvrs, &top_line);
BOM_line_set_precise(top_line, TRUE);
BOM_save_window(window);
BOM_close_window(window);

The BOM view of which it is a revision is obtained by calling the PS_ask_bom_view_of_bvr function.

A new BOM view revision is created using the PS_create_bvr function, giving the tag of the parent BOM
view and the item revision in which it is to be placed.

The PS_revise_bvr function creates a new BOM view revision based on an existing revision of the same
BOM view. The PS_copy_bvr function creates a new BOM view revision based on an existing revision of
a different BOM view.

4-150 Server Customization, Teamcenter 14.2

Note:
A new or modified BOM view revision is not saved to the database until you make a call to the
AOM_save function. This also applies when occurrences of a BOM view revision are modified.
Additionally, when a new BOM view revision is created, the item revision it is placed in is also
modified and must also be saved with a separate call to the AOM_save function.

Occurrences

The single-level structure of an item revision is comprised of a collection of links from a BOM view
revision (the parent) to the items that are components of the assembly (the children). These links are
known as occurrences. An occurrence represents the usage of an item or an item revision within the
product structure of a parent. You can distinguish between different kinds of occurrences in the product
structure by referring to occurrence types and occurrence sequencing in the Integration Toolkit Function
Reference. (The Integration Toolkit Function Reference is available on Support Center.)

Note:
Occurrence is not presented as a distinct class within Teamcenter, rather as an attribute of BOM
view revision. In the PS ITK module, occurrences are always addressed through their parent BOM
view revisions.

Creation, modification or deletion of an occurrence is treated as a modification of its parent BOM view
revision. This allows access control to be centralized on the BOM view revision. You do not have the
danger of two users making simultaneous changes to different occurrences within the same BOM view
revision.

Following are characteristics of occurrences:

• Attaching attribute data

Attribute data can be attached to occurrences. This is data that is specific to a particular usage of a
component item within an assembly, for example usage notes and find numbers. Data that is generic
to all usages of an item should be attributes of the item itself.

• Precise/imprecise

If the child (component part) of an occurrence is a specific item revision, the occurrence is precise. If
the occurrence is a generic reference to an item, it is imprecise. If you have an imprecise occurrence,
the item it references may be resolved at run time to an exact item revision by the application of a
configuration rule.

• Multiple view functionality

To support multiple views functionality, an occurrence also specifies a child BOM view to allow a
particular view of a sub-assembly item to be included in the structure.

Server Customization, Teamcenter 14.2 4-151

• Multi-level product structure

A multi-level product structure is built up by BOM view revisions having occurrences referencing other
items with BOM views and so on.

• Substitutes

Rather than referencing a single component item, an occurrence can contain links to several
substitute items. Substitutes are interchangeable with one other in the assembly. However, one of
these substitute is specified as the preferred substitute. All substitute of a single occurrence share the
same attributes, the attributes specified for the preferred substitute.

Any modifications the occurrence substitutes is a modification to the BOM view revision. Permanent
modifications require write access to the BOM view revision. Temporary modifications may be made
during a Teamcenter session but cannot be saved to the database.

Class attributes and methods

The class attributes and methods for occurrence in the PS module are shown in the following figure.

Occurrence class attributes and methods

Occurrences are not presented as separate objects in the ITK interface. You must always address an
occurrence in the context of its parent BOM view revision using the tag of the BOM view revision as well
as the tag of the occurrence itself. When you modify an occurrence of a BOM view revision, you modify
that BOM view revision. The change is not written to the database until you save the parent BOM view
revision using the AOM_save function.

Occurrences are created with the PS_create_occurrences function. The ChildItem is set to the tag of a
component item revision or item, depending on whether the parent BOM view revision is precise or
imprecise. The ChildView can be set to the tag of a BOM view of the ChildItem or to NULLTAG.

You can inquire about the child of an occurrence with the PS_ask_occurrence_child function or change
it with the PS_set_occurrence_child function. When PS_set_occurrence_child is called, only the child

4-152 Server Customization, Teamcenter 14.2

component of the occurrence is changed. All of the occurrence attributes (find number, notes, and so
on) are retained. This is the functionality employed by the Replace command in the Structure Manager
user interface.

An occurrence may have brief textual notes attached to it. A note is a string of up to 160 characters.
Each note has a type defining its purpose (for example, usage, color, adjustment). An occurrence may
have any number of notes, provided each is of a different type. The type must be one of a set of Note
Type objects defined by the system administrator for a Teamcenter installation. You can access and edit
notes using the PS_list_occurrence_notes, PS_ask/set_occurrence_note_text, and
PS_delete_occurrence_note functions.

A find number is used to identify and sort individual occurrences within a single level of structure. It is a
15-character alphanumeric string and is inquired or changed using PS_ask/set_seq_no, respectively.

Occurrence has a quantity attribute containing the amount of the child items specified by the
occurrence (for example, 4 bolts or 1.5 liters of oil). Quantity is stored as a real number and is accessed
by the PS_ask/set_occurrence_qty functions. A negative quantity means the quantity is undefined.

Note:
An occurrence quantity must be expressed in the unit of measure attached to the child
(component) item referenced by the occurrence. Where a component item has no unit of
measure, the quantity value is interpreted as the number of component items referenced by the
occurrence. An occurrence which specifies more than one usage of a component item is known as
an aggregate occurrence.
Additional information about defining units of measure can be found in the Integration Toolkit
Function Reference. (The Integration Toolkit Function Reference is not available in PDF format. It is
available only in the Teamcenter HTML help).

An occurrence also carries a set of flags for storing additional data. Only one flag attribute is
implemented, PS_qty_as_required. When set, it indicates the child item is to be used as required. Flags
are inquired using the PS_ask_occurrence_flag function and changed using the PS_set/
clear_occurrence_flag functions.

A 4x4 transformation matrix can be stored on an occurrence for passing positional information to a CAD
system and is accessed using the PS_ask/set_plmxml_transform functions.

By default, the occurrences of a BOM view revision are listed in the order in which they were created.
This order can be altered using the PS_move_occurrence_to/up/down functions.

Note:
A change of ordering is treated as a modification to the parent BOM view revision. Call the
AOM_save function to store the change in the database. Additionally, this ordering functionality is
not available through the Structure Manager user interface. Occurrences are sorted by find
number unless a different custom sort algorithm is supplied for a Teamcenter installation.

Server Customization, Teamcenter 14.2 4-153

You can create a substitute with the PS_add_substitute function. It takes an existing item and makes it
a substitute to the existing child of an occurrence. If the occurrence previously had no substitutes, the
existing child is used as the preferred substitute.

You can delete a nonpreferred substitute with the PS_delete_substitute function. The preferred
substitute cannot be deleted.

You can make a nonpreferred substitute the preferred substitute using the PS_prefer_substitute
function. If the BOM view revision is write-protected or frozen, the change to the preferred substitute
succeeds, but the change cannot be saved to the database. This case is flagged by the is_temporary
return value.

You can find the occurrence substitutes using the PS_ask_has_substitutes and PS_list_substitutes
functions. The PS_ask_has_substitutes function returns true if the occurrence has two or more
substitutes defined. The PS_list_substitutes function returns a list of the occurrence substitute.

View type

Each BOM view in Teamcenter has a type attribute. A View type is an object that defines an identifying
string for a type of view (for example, design view or manufacturing). The system administrator defines
View types for a Teamcenter installation.

Teamcenter provides a default View type. All BOM views created via the Teamcenter user interface are
of this type. The name of this View type is defined by the PS_default_view_type_name token in the
ps_tokens.h header file .

The class attributes and methods for the View type in the PS module are shown in the following figure.

View type class attributes and methods

A View type is a site-defined classification of BOM views. You can get a list of all View types defined for
an Teamcenter installation from the PS_view_type_extent function. You can search for a particular
View type by name using the PS_find_view_type function. You can find the name of a View type
object from its tag by calling the PS_ask_view_type_name function.

Note:
Only the system administrator can alter the list of available View types, using the
PS_create_view_type and PS_delete_view_type functions.

4-154 Server Customization, Teamcenter 14.2

Note type

You can attach text notes to occurrences. Each note has a type (for example, usage or adjustment),
which defines the purpose of the note. The possible types of notes are determined by the set of Note
type objects defined for a Teamcenter installation by the system administrator.

The class attributes and methods for Note Type in the PS module are shown in the following figure:

Note type class attributes and methods

Note type is a list of types of occurrence note, as defined for a Teamcenter installation by the system
administrator. Each Note type has a short name used as an identifier (for example, at the head of an
attribute column in Structure Manager) and a description which can be used for a longer explanation of
the purpose of the Note type.

Call the PS_note_type_extent function to get a list of available Note types. To find individual types by
name, use the PS_find_note_type function.

Loading of PS objects

When a call to a PS ITK function needs to access the attributes of an object, that object (if not already
loaded) is loaded automatically. When a call to a PS ITK function modifies the attributes of an object,
that object is locked for modification automatically if it is not already locked.

Adding attributes

You can add attributes to PS objects using the PS ITK function. Each class within the PS module can have
a number of client data attributes defined for it. Each instance of such a class may then have each of
these client data attributes set to reference a POM object. This POM object must be of the class specified
in the definition of the appropriate client data attribute.

Product Structure model

When Teamcenter displays the product structure of an assembly, you see a tree of item revisions. The
following figure shows an example:

Server Customization, Teamcenter 14.2 4-155

Product structure model

This simplistic model is complicated by two additional requirements:

1. Teamcenter does not store references to exact revisions of items. This means the assembly would
have to be modified every time you wanted to use a new revision of a component. Instead
Teamcenter stores a reference to an item and turns this into an exact item revision at run time by
application of a configuration rule.

The PS module itself does not deal with the use of configuration rules, but configuration impacts
the PS module with the requirement to store references to imprecise items as well as precise item
revisions.

2. PS has been designed to facilitate multiple views functionality. This is done by using the BOM view
object, each of which represents one view of the structure of the item.

In an imprecise case, a structure references an item as well as a BOM view of that item. At run time, a
configuration rule is applied to find the appropriate revision of the item. If this component item revision
references a revision of the specified BOM view, then this component is a subassembly whose structure
is defined by the BOM view revision found. Otherwise, this component is treated as a piece part (it is not
further divisible into a substructure). In the precise case, the item revision is referenced directly by the
occurrence, therefore the configuration step is eliminated.

Where used

The PS ITK module supplies three functions to produce where used reports on item revisions. Each
reports parent item revisions having a BOM view revision with occurrences referencing the given item
revision up to a specified number of levels.

• PS_where_used_all

This function reports all usages regardless of precise/imprecise status and configuration rules.

• PS_where_used_configured

This function applies a configuration rule (from the CFM module) to report usage in context.

4-156 Server Customization, Teamcenter 14.2

• PS_where_used_precise only

This function looks at precise occurrences.

Relationship to the BOM ITK module

The BOM ITK module sits at a level above the PS module and beneath the Structure Manager user
interface. It is oriented toward the presentation of and interaction with product structure and
encompasses the application of configuration rules.

The BOM module pulls together information from items, item revisions, BOM view revisions and
occurrences to present them as entries in a bill of materials. The majority of product structure work can
be done using the BOM module with the exception of creating new BOM views. For this, PS must be
called.

The PS ITK module is most useful for lower level operations (such as the large scale import of structure
data into Teamcenter) or batch operations to update specific structure attributes where the overhead of
building up the full presentation of BOM-related information is not required. Direct calls into the CFM
ITK module can provide configuration information to support use of the PS in this way without needing
to use the BOM module.

Product Structure Traversal Engine

Basic features of the Traversal Engine

The Traversal Engine (TE) is a module that is distributed as a shared library and as callable subroutines
(TE API calls). Typical common tasks include:

• Generate reports

• Release assemblies

• Transfer ownership of Teamcenter objects that constitute the product structure

The Traversal Engine manages the traversal, while you are only required to develop simple ITK programs.
The Traversal Engine allows you to register these functions at different stages of the traversal. These
functions are executed at each node and contain the information of the nodes, which can be processed.
The core module is programmed in object-oriented programing (OOP), so the framework can be
expanded by adding new classes at a later date, and can also be extended to traverse any Teamcenter
structure such as product structure or folders. Presently the core module relates to product structure
only. The ps_traverse utility, located in the TC_ROOT/bin directory has also been developed to
demonstrate the use of TE.

The features of the Traversal Engine are:

• Represents the Teamcenter structure as a tree data structure with each node representing the
Teamcenter object.

Server Customization, Teamcenter 14.2 4-157

• Provides user exits at different stages and allows the registration of user-defined functions known as
handlers and selectors.

• Allows the handlers and selectors to return statuses that determine the creation of the tree and the
traversal direction.

• Allows product structure configuration through revision rules and saved variant rules during the
creation of the tree.

• Allows inputs from the command line and configuration file.

• Allows you to store and retrieve a float value with a key as a string, typically used for summing up
functionality.

With these features, you can develop programs that:

• Generate reports.

• Apply task release.

• Release assembly, set assembly precise, and other similar tasks

User exits

Teamcenter provides user exits to register selectors and handlers that are executed at different stages of
the traversal activity, such as creation of the tree, traversing in the forward direction, traversing in the
reverse direction, and so on.

Selectors and handlers are user-defined functions that need to be developed following a template.
These functions return the decisions that determine the traversal direction. These are registered at
different stages of the traversal and are executed during the creation and the traversal of the tree. The
selectors are run during the creation of the tree nodes. These determine the values stored in each node
and decide whether a particular branch needs to be traversed or not. The handlers are run during the
tree traversal. The handlers have the information of the node and the information pertaining to the
Teamcenter object that the node represents.

Note:
The Integration Toolkit Function Reference is available on Support Center.

Minimum requirements

You need the following minimum requirements to run the Traversal Engine:

• The Teamcenter ITK development environment.

4-158 Server Customization, Teamcenter 14.2

• To develop new programs in TE, knowledge of writing ITK programs is required.

Installation

To confirm that you have installed TE successfully, check if the following have been added to their
respective directories:

• The libitk.libraryextension library in the TC_ROOT/lib directory.

• ps_traverse executable in the $TC_ROOT/bin directory.

• The ps_traverse.cfg and te_template_itk_main.c files in the TC_ROOT/sample/examples directory.

Developing a traversal program

Once you custom develop your selectors and handlers by using the ITK functions and the TE API calls,
you can compile them into an executable by using the compile and linkitk scripts in the TC_ROOT/
sample directory.

API calls are classified into:

• Initializing and terminating calls. TE modules have to be initialized to use any TE call.

• Configure PS. These configure the PS using revision rule or saved variant. View type to traverse also
can be specified.

• Register handlers and selectors. These register the provided the functions as selector or handler.

• Fill/Traverse. These create the tree and traverse the tree.

• User interface calls. These write messages to the log file and console and receive input from the
configuration file and the command line arguments.

Refer to the te.h header file in the TC_ROOT/include/itk directory.

Sample implementation

The te_template_itk_main.c file in the TC_ROOT/sample/examples directory demonstrates TE

functionality. It can be compiled and studied to understand how new utilities can be developed.

Server Customization, Teamcenter 14.2 4-159

Sharing of data objects

Object import and export

Orientation to object import and export

You use the import/export object functionality to move data that is associated with Teamcenter objects
between Teamcenter sites with either read-only or read/write privileges.

Note:
Use PLM XML import and export when possible.
This functionality is in addition to the IMF_export_file and IMF_import_file routines which are
used to export and import files between the Teamcenter and the operating system.
The IMF_import_file and IMF_fmsfile_import ITK APIs do not validate whether the file is a text
file or a binary file validation. When using these APIs, FMS does not attempt to validate the type of
file against the type specified on the function call. The caller must ensure that the file for transfer
is of the specified type.

Object import and export interface

There are three ways to import or export an object:

• Using the ITK functions

• Using the user interface

Select your objects from the workspace window and pick the appropriate option (Import or Export)
from the Tools menu. Objects are selected as follows:

• If you select a (collapsed) folder, all objects inside that folder are exported or imported that can be
exported or imported.

• If you select many objects at one time, they can be exported or imported in a single operation.

• There are command line interfaces to execute the export or import process in batch mode for items
only. They are item_export and item_import.

Note:
Imported objects are in the same folder structure as they were when exported.

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Object types

The object types, including all their internal supporting data, that can be imported/exported between
Teamcenter sites are:

• Folders

You can choose to export any general folder. You cannot export pseudo folders. Pseudo folders are
folders displayed in your workspace that display objects with a specialized relationship to an item or
item revision.

• Datasets

When exporting, you can choose to export either all versions, the latest version, or a specific version.

• Forms

When exporting, you can choose to export a form. The definition of the form must be identical at
both sites.

• Item

When exporting, if you choose an item, the item and all its related data (such as the item revisions,
BOM view and BOM view revisions, associated item master and item revision master forms, and any
exportable requirement, specification, manifestation or reference objects) are exported. Additionally,
if the selected item has an assembly (structure), then all the items that make up the assembly are
exported.

You cannot choose part of an item to be exported. For example, you cannot choose an item revision
alone to be exported. You need to select the item which contains this item revision, in order to export
the item. Similarly, the same would be true with BOM view and BOM view revision objects.

All Teamcenter files that the dataset represents are exported, including the operating system files that
these encapsulate and the dataset's revision anchor.

When you export, there is an option to transfer the ownership to another site. If the ownership is
transferred to a particular site, then when the same objects are imported at that particular site, they are
imported with a read/write privilege. If the ownership is not transferred, then the ownership of the
objects still belongs to the export site. When these objects are imported at another site, they are
imported with a read-only privilege. Any modifications attempted on them are not be allowed.

Object ownership

If the same owning-user name exists at my importing site as owned it at the exporting site, then set that
user to own it here. Only if that lookup fails does it resort to the simple rule that the user who runs the
import gets to own the object.

Server Customization, Teamcenter 14.2 4-161

When an object is imported, if the user who exported the object exists at the importing site, the object's
owner is switched from the user at the exporting site to the one at the importing site. If the user does
not exist at the importing site, the owner is the user who performed the import. The group is the group
in which the owner logged into to perform the import.

In general with import, object site ownership takes precedence in determining who has the right to
update the object.

Export of released objects

The following rules apply for released objects:

• Objects that are within a release process can be exported either with read/write privileges or with
read-only privileges. Access to released objects are governed by the local rule tree.

• If such an object is imported at another site, it cannot be used in a release process at that site if it was
exported with read-only privileges. If it was exported with read/write privileges, then it can be used in
a release process.

• If an object is locked (in other words, it has been exported with read-only privileges and is therefore
locked at the receiving site) or it has been exported with read/write privileges but not re-imported
(therefore locked at the sending site), it cannot be used in a release process.

Note:
All released objects are exported with their status (for example, Released to Manufacture).

Exporting objects – the route

The route of exported objects is shown in the following figure.

4-162 Server Customization, Teamcenter 14.2

Export route

Responsibilities and restrictions when exporting

The following enable you to determine the responsibilities and restrictions when exporting:

• It is the responsibility of the user who is exporting objects to inform the system manager which
directories need to be copied and to which site.

• It is the responsibility of the system manager to set up the list of other sites which are known to the
local site.

Server Customization, Teamcenter 14.2 4-163

• It is the responsibility of the system manager to send directories of the exported objects to the
receiving sites, (for example, using tape, ftp, and so on).

The following significant object types cannot be exported:

• Users.

• Other system administration objects.

Import semantics

The importing of an object is straightforward unless the same object already exists at the importing site.
In this case, the behavior of the objects is described as follows:

• Revisioned objects – datasets

Although datasets do not need to have unique names, they do have unique internal identifiers.
Therefore, when a dataset is imported, the system knows whether it already exists. If the dataset does
exist which is the same revision, no import takes place.

• Revisioned objects – item

Items need to have unique ID's. When an item is imported, be aware of the following issues:

• It is the responsibility of the user who is exporting objects to inform the system manager which
directories need to be copied and to which site.

• If an item with the same ID does not exist in the database, then an item with that ID is created and
owned by the user doing the import.

• If an item with the same ID exists in the database, then the requirement, manifestation, reference
and specification objects of the importing item are added on to the existing item.

• Nonrevisioned objects – folders

These do not have unique names, therefore there are no problems when importing objects.

Importing objects – the route

The route of imported objects is shown in the following figure.

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Import route

Restrictions when importing

The following restrictions apply when importing an object:

• An imported object cannot be modified (but may be copied), unless it is exported with read/write
privileges.

• When an item is imported read-only, then the following rules apply:

• Existing requirements and specifications cannot be deleted, and new requirements and
specifications cannot be added.

Server Customization, Teamcenter 14.2 4-165

• Existing manifestations and references can be cut, and new manifestations and references can be
added.

• Attributes on the imported objects cannot be modified.

• The item can be deleted from the database only if the item itself is selected. You cannot delete any
of the item revisions alone.

• The BOM view and BOM view revisions cannot be modified.

• When an item is imported with read/write privileges (with site ownership), then the following rules
apply:

• The item cannot be deleted from the database and none of its requirements, specifications,
manifestations and references can be removed. This is because another site may have a reference
to it.

• New requirements, specifications, manifestations and references can be added.

• Attributes can be modified.

• If the item has been previously imported, the subsequent import does not delete any references,
but may add new ones. This occurs so that the import does not wipe out any local references you
may have added. It is important to note that references deleted at the originating site are not
removed from the importing site. You may want to delete the item before re-importing it to ensure
that you get an exact copy of the original.

• Objects, when imported, are given new ACLs. For instance, the owner (as well as their group) is
updated to that of the importing user. However, if the object was exported as read-only, the
importing user is not able to modify the object.

PLM XML ITK

PLM XML extension points

You can add user exits to customize filter rules, actions rules, import methods, export methods, and
schema mapping. Develop your code and then use the Business Modeler IDE to define the extension and
assign it to an extension point.

The following table shows the six PLM XML extension points available for customization in the Business
Modeler IDE. Each of these user exits or extension points has one extension, in other words, the base
extension.

4-166 Server Customization, Teamcenter 14.2

Extension rule
User exit name Purpose

USER Filter USER_register_plmxml_filt

Registrations ers Allows you to register custom filter rules used
during import/export.

USER Register USER_register_plmxml_act

actions ions Allows you to register custom action rules used
during import/export.

USER Register USER_register_plmxml_ex

Export Methods port_methods Allows you to register custom export methods. The
export method is registered for exporting an object
out of the Teamcenter database.

USER Register USER_register_plmxml_im

Import Methods port_methods Allows you to register custom import methods. The
export method is registered for importing an object
into the Teamcenter database.

USER Schema USER_register_plmxml_sch

Mapping Regs ema_mapping Allows you to map Teamcenter and PLM XML
objects.

Using ITK and PLM XML to export a BOM view revision

The following example shows how to use ITK to export a BOM view revision with PLM XML:

#include <stdlib.h>
#include <tc/tc.h>
#include <tc/emh.h>
#include <tccore/item.h>
#include <itk/mem.h>
#include <pie/pie.h>
#include <bom/bom.h>
#define SampleError 1
#define EXIT_FAILURE 1
#define ERROR_CHECK(x) { \
int stat; \
char *err_string; \
if( (stat = (x)) != ITK_ok) \
{ \
EMH_get_error_string (NULLTAG, stat, &err_string); \
printf ("ERROR: %d ERROR MSG: %s.\n", stat, err_string); \
printf ("FUNCTION: %s\nFILE: %s LINE: %d\n",#x, __FILE__, __LINE__); \
if(err_string) MEM_free(err_string); \
exit (EXIT_FAILURE); \
} \
}
int ITK_user_main(int argc, char* argv[]);
static void initialize ( char *usr , char *upw , char *ugp);
static void display_help_message(void);
static int find_topline_of_itemid(char *itemid,char *rev, int *n_tags, tag_t **tags);

Server Customization, Teamcenter 14.2 4-167

static int export_bvr();

/* Main */
int ITK_user_main(int argc, char* argv[])
{
int status = 0;
if ( argc <= 6 )
{
display_help_message();
return( SampleError);
}
char *usr = ITK_ask_cli_argument( "-u=");
char *upw = ITK_ask_cli_argument( "-p=");
char *ugp = ITK_ask_cli_argument( "-g=");
initialize ( usr , upw , ugp );
ITK_set_journalling(TRUE);
export_bvr();
ITK_exit_module(TRUE);
return status;
}
/* Do BVR export */
static int export_bvr()
{
int max_char_size = 80;
char *xmlFileName;
char *logFileName = (char *) MEM_alloc(max_char_size * sizeof(char));
char *itemid;
char *rev;
int n_objects = 0;
tag_t *objects = NULL;
// Create PIE session
tag_t session;
ERROR_CHECK( PIE_create_session(&session) );
if ( (xmlFileName = ITK_ask_cli_argument( "-file=" )) == NULL )
{
display_help_message();
return ( SampleError );
}
// Set the name of the XML file to export
ERROR_CHECK( PIE_session_set_file(session, xmlFileName) );
// Set the name of the log file
sprintf(logFileName, "%s.log", xmlFileName);
ERROR_CHECK( PIE_session_set_log_file(session, logFileName) );

// get item id
if ( (itemid = ITK_ask_cli_argument( "-item=" )) == NULL )
{
display_help_message();
return ( SampleError );
}
// Get item revision
if ( (rev = ITK_ask_cli_argument( "-rev=" )) == NULL )
{
display_help_message();
return ( SampleError );
}
// Get tranfermode
int n_transfer_modes;
tag_t *transfer_modes;
ERROR_CHECK( PIE_find_transfer_mode("ConfiguredDataExportDefault", "",
&n_transfer_modes,

4-168 Server Customization, Teamcenter 14.2

&transfer_modes) );
if( n_transfer_modes == 0 )
{
printf("Error in finding default transfer mode\n");
return(SampleError);
}
// Set the transfermode on the sessionion
ERROR_CHECK( PIE_session_set_transfer_mode(session, transfer_modes[0]) );
//To export the translations of a localizable properties, call
PIE__set_export_languages
// with the language codes that you are interested in to set the locales to PIE
Session.
// Get the topline of this item to export
ERROR_CHECK( find_topline_of_itemid(itemid, rev, &n_objects, &objects) ) ;
// Pass in the list of objects and do the export
ERROR_CHECK( PIE_session_export_objects(session, n_objects, objects) );
// Delete the session
ERROR_CHECK( PIE_delete_session(session) );
MEM_free(logFileName);
return( ITK_ok );
}
/* Login */
static void initialize ( char *usr , char *upw , char *ugp)
{
int status = ITK_ok;
char *message;
ITK_initialize_text_services( 0 );
if ( ITK_ask_cli_argument( "-h" ) != 0 )
{
display_help_message();
exit( EXIT_FAILURE );
}
status = ITK_init_module ( usr , upw , ugp );
if (status != ITK_ok)
{
EMH_ask_error_text (status, &message);
printf("Error with ITK_auto_login: \"%d\", \"%s\"\n", status, message);
MEM_free(message);
return ;
}
else
{
printf ("login to database successful.\n");
}
}
/* Find topline for this item */
static int find_topline_of_itemid(char *itemid,char *rev, int *n_tags, tag_t **tags)
{
tag_t itemTag = NULLTAG;
tag_t rev_tag = NULLTAG;
int local_num_tags = 0;
tag_t *local_tags = NULL;
// Find the required item
ERROR_CHECK( ITEM_find_item (itemid, &itemTag) );
if(itemTag == NULLTAG)
{
return(SampleError);
}
//Export only if rev is provided
if (rev != NULL)

Server Customization, Teamcenter 14.2 4-169

{
// Get item revision tag
ERROR_CHECK( ITEM_find_rev(itemid,rev, &rev_tag) );
tag_t window = NULLTAG;
tag_t top_line = NULLTAG;
// Create a window for BVR export of this item
ERROR_CHECK( BOM_create_window(&window) );
local_num_tags = 1;
local_tags = (tag_t *) MEM_alloc(sizeof(tag_t) * 1);
local_tags[0] = window;
// Set this item as topline to export
ERROR_CHECK( BOM_set_window_top_line(window,itemTag,rev_tag,NULLTAG,&top_line) );
local_num_tags++;
local_tags = (tag_t *) MEM_realloc (local_tags, sizeof(tag_t) * local_num_tags);
local_tags[local_num_tags-1] = top_line;
}
*n_tags = local_num_tags;
*tags = local_tags;
return ITK_ok;
}
/* Displays help messgage */
static void display_help_message(void)
{
printf( "\n\nsample_plmxml_itk_export: PLMXML export of a simple BVR" );
printf( "\n\nUSAGE: sample_plmxml_itk_export -u=username -p=password -g=groupname
-item=itemname -rev=itemrevision -file=filename");
printf( "\n -h displays this message");
}

Customizing action rules

Actions are a set of methods that can be called before, during, and after the translation in a PLM XML
session. Actions can also limit the translator from doing things, for example:

• Changing the ownership of the data on export.

• Modifying the check out status of data on export.

• Launching a utility after the import of data.

To register and use a custom action rule for PLM XML export:

1. Register your custom action handler by defining and assigning the USER Register actions
extension in the Business Modeler IDE.

2. Once you register the custom action handler through the PIE_register_user_action function, the
name that was used to register the action handler will appear in the Action Handler list in the PLM
XML/TC XML Export Import Administration application.

Your main goal in writing a action rule is to create a C++ function for that rule. This function must
adhere to the following constraints:

• The action rule must return ITK_OK = int.

4-170 Server Customization, Teamcenter 14.2

• The action must be registered.

• Your function must use a parameter that is the tag of the session. The function signature must adhere
to the following:

int your-function—name (METHOD_message_t* msg, va_list args)

• Your function must verify that the session tag is valid.

• Your function must perform ITK-based calls to the session using the public interface exposed to the
session

Your function can then perform calls to the exposed objects from within the session.

The Teamcenter PLM XML/PIE framework allows for the pre, during, and post functional processing of
action rules on behalf of the user. The typical functional processing that occurs for each of these types of
action rules could be:

• Pre-processing

Functions that need to verify or prepare the application, data, or Teamcenter to prepare for the
translation. This rule is executed as follows:

• For export

Before the translation occurs.

• For import

Before the XML document is loaded.

• During processing

If the translation engine verifies if you have a during action rule, then it is executed as follows:

• For export

After the translation and before saving the XML document.

• For import

After the document is loaded and before the translation.

• Post-processing

Server Customization, Teamcenter 14.2 4-171

Post-processing is done after the translation is complete, but the session still has control over the
translation.

The following code shows an example of ITK code for a pre-action rule. This example adds user
information to the session prior to translation:

#include <itk/mem.h>
#include <tc/tc.h>
#include <tc/envelope.h>
#include <property/prop_errors.h>
#include <pie/pie.h>
#include <itk/bmf.h>
#include <tccore/custom.h>
#include <user_exits/user_exit_msg.h>
#include <tc/tc_macros.h>
#include <bmf/libuserext_exports.h>
extern USER_EXT_DLL_API int plmxml_user_exit_for_plmxml_actions
(METHOD_message_t* msg, va_list args);
#include <bmf/libuserext_undef.h>
extern int custom_preaction_method(tag_t pie_session_tag)
{
int ifail = ITK_ok;
int max_char_size = 80;
char *title = (char *) MEM_alloc(max_char_size * sizeof(char));
char *value = (char *) MEM_alloc(max_char_size * sizeof(char));
printf("Executing custom_preaction_method() ....\n");
strcpy(title, "PLM XML custom pre-action session title");
strcpy(value, "PLM XML custom pre-action session value");
ITKCALL( PIE_session_add_info(pie_session_tag, 1, &title, &value) );
MEM_free(title);
MEM_free(value);
return (ifail);
}
int plmxml_user_exit_for_plmxml_actions(METHOD_message_t* msg, va_list args)
{
int ifail = ITK_ok;
ifail = PIE_register_user_action( "customPreActionName" ,
(PIE_user_action_func_t)my_custom_preaction_method );
return ( ifail );
}

Customizing filter rules

Filter rules allow a finer level of control over the data that gets translated along with the primary objects
by specifying that a user-written function is called to determine the operation applied against a given
object. For example, you want the following to occur: if the item revision has a UGMASTER dataset, you
want that translated and all other datasets skipped; if there is no UGMASTER dataset, you want to

4-172 Server Customization, Teamcenter 14.2

export the JT dataset instead. This asks the closure rule to base its traversal on which child element is in
existence, which the closure rule is not designed for. For this kind of control, you need a filter rule.

To register and use a custom filter rule for PLM XML:

1. Register your custom action handler by defining and assigning the USER Filter Registrations
extension in the Business Modeler IDE.

2. Once you register the custom filter through the PIE_register_user_action function, the name that
was used to register the filter rule appears in the Filter Rule list in the PLM XML/TC XML Export
Import Administration application.

The following code shows an example of ITK code for a filter rule. This rule says if the object in the
current call path is not released, do not process the object:

#include <itk/mem.h>
#include <tc/tc.h>
#include <tc/envelope.h>
#include <property/prop_errors.h>
#include <pie/pie.h>
#include <itk/bmf.h>
#include <tccore/custom.h>
#include <user_exits/user_exit_msg.h>
#include <tc/tc_macros.h>
#include <bmf/libuserext_exports.h>
extern USER_EXT_DLL_API int plmxml_user_exit_for_filter_actions
(METHOD_message_t* msg, va_list args);
#include <bmf/libuserext_undef.h>
extern int plmxml_user_exit_for_filter_actions(METHOD_message_t* msg,
va_list args)
{
int stat = ITK_ok;
printf("Executing plmxml_user_exit_for_filter_actions() ....\n");
// register custom filter rule here
ITKCALL( PIE_register_user_filter( "customFilterRuleName",
(PIE_user_filter_func_t)custom_filter_rule_method ) );
return stat;
}
extern int custom_filter_rule_method (void *msg)
{
tag_t objTag = NULLTAG;
WSO_status_t* stats = NULL;
PIE_rule_type_t result = PIE_travers_no_process;
int cnt = 0;
int stat = ITK_ok;
int released = 0;
// Get the object from the call path
ITKCALL( PIE_get_obj_from_callpath(msg, &objTag) );

Server Customization, Teamcenter 14.2 4-173

printf("Object tag = %d \n", objTag);

// Get the oject status
ITKCALL( WSOM_ask_status(objTag, &cnt, &stats));
// usually only one status object returned, ignore others
if ( (cnt >= 1) && (stats != NULL) )
{
POM_compare_dates (stats[0].date_released, NULLDATE, &released);
if( released == TRUE ) // not released yet
{
result = PIE_travers_and_process;
}
}
return result;
}

Setting the target path name

The PIE_session_set_target_pathname function helps to locate a PLM XML file in a directory other
than the working directory. However, the file output does not recognize nor use this setting. If you are
exporting bulk data files and your code looks like this example where the
PIE_session_set_target_pathname function is called to set the path:

PIE_session_set_transfer_mode(tSession, transfer_mode_tags[0]);
PIE_session_set_revision_rule(tSession,tRevRule);
PIE_session_set_file (tSession, "file-name.xml");
PIE_session_set_target_pathname(tSession,"filepath\\");
PIE_session_export_objects (tSession,1,&children[k]);

Change your code to remove the PIE_session_set_target_pathname function and add the file path to
the file name as shown in this example:

PIE_session_set_transfer_mode(tSession, transfer_mode_tags[0]);
PIE_session_set_revision_rule(tSession,tRevRule);
PIE_session_set_file (tSession, "filepath\\file-name.xml");
PIE_session_export_objects (tSession,1,&children[k]);

If you are not exporting bulk data files, you can use the PIE_session_set_target_pathname function.

Data Exchange ITK

Exchanging data between Teamcenter and Teamcenter Enterprise

1. Site 1 requests objects from site 2.

2. Site 2 passes the objects through its scoper, which applies a transfer option set. The transfer option
set contains a transfer mode with closure rules that defines the data to be passed along with the
objects.

4-174 Server Customization, Teamcenter 14.2

3. The site 2 scoper then passes the data to its exporter, which exports the data in the native XML
format of site 2 to the data mapper.

4. The data mapper maps the data to the TC XML format and passes it to the site 1 importer.

5. The site 1 importer receives the data, passes it through its scoper, and the data is available for site
1 use.

When you create ITK programs to execute an exchange, you must follow this process in the code.

There are several include files that contain the functions required for data exchange.

• tie/tie.h

Contains functions needed for export and import of TC XML files: TIE_export_objects,
TIE_confirm_export, and TIE_import_objects.

• pie/pie.h

Contains functions needed for handling transfer option sets:

PIE_get_available_transfer_option_sets and PIE_describe_option_set.

• gms/gms.h

Contains functions that ensure that previously replicated data is synchronized between sites:
GMS_synchronize_site and GMS_identify_outdated_replica_objects.

It also contains functions that import and export objects even if Global Services is not enabled:
GMS_import_objects_from_offline_package and GMS_export_objects_to_offline_package. These
functions can also be used when Global Services is enabled.

Briefcase

Use Briefcase to exchange data with other Teamcenter sites, either online through a network connection
or offline using an archive file. In addition to the include files used for Data Exchange between
Teamcenter and Teamcenter Enterprise, there are additional functions required specifically for Briefcase:

• publication/gms_publication.h

Contains functions required to move objects in and out of the archive file:
GMS_request_remote_export and GMS_request_remote_import.

All export and import calls use Global Services. The GMS_request_remote_export function requests
that the selected object be exported to a given site. This function is used for both online and offline
exporting. For offline exporting, set the session_option_names parameter to offline and its
corresponding session_option_value parameter to true.

Server Customization, Teamcenter 14.2 4-175

• gms/gms_res.h

Contains the functions required to check files in and out: GMS_RES _site_checkout, GMS_RES
_site_checkin, GMS_RES _cancel_site_checkout, and GMS_RES _is_site_reserved. Use these
functions to lock the object at the remote site that you want to modify and unlock it when you are
done.

TIE framework

A set of wrappers are provided that allow ITK programmers to extend the Teamcenter Import Export
(TIE) framework. Following are the extension tasks you can perform:

• Register the serialize or de-serialize method.

A typical use case for an ITK customization is when an installation has a user-defined object type
extended from an existing POM type. TIE uses the extension rule functionality in Business Modeler
Framework (BMF) to define the extension rule and handler for a type. ITK programmers can write C
functions to define extension rules and handlers for their own types, and then populate the database
with rules using Business Modeler IDE deploy. Wrappers are provided for ITK programmers to
manipulate XML elements in a PLM XML document, such as get a PLM XML element by type name,
create a PLM XML element by type name, add an attribute by name, and get an attribute by name.

The message to define serialize method is TIE_serialize. The message to define the de-serialize
method is TIE_deserialize. The input to both serialize and de-serialize methods is TIE_message_t.

• Register schema mapping.

The mapping from Engineering Process Management data to XML elements is defined by property
constants in the database and clauses in the property set. ITK programmers can use the Business
Modeler IDE to add attributes of a custom class as required attributes in the database or add one
clause for each attribute in the property set. No wrapper is needed.

• Manipulate the TIE_message_t structure.

The TIE_message_t structure holds information about the current translation at any point of time
during traversal. A full set of ITK functions is provided for the ITK programmer to get and set
information in the TIE_message_t structure.

• Manipulate the GenericSession run-time object.

The GenericSession object holds information given by the end user to perform a translation. A full
set of ITK functions are provided for the ITK programmer to get and set information in the
GenericSession object.

• Register session actions.

4-176 Server Customization, Teamcenter 14.2

The ITK programmer can supply C functions to customize the import and export process. The
following table shows when the action is executed:

Action Export Import

pre Set after the exporter is Set after XSLT is applied, and before the PLM XML
ready for translation, and file is opened for process.
before the translation
starts.

during Set after objects are Set after the PLM XML file is opened for process,
exported, and before XSLT and before translation starts.
is applied.

post Set after XSLT is applied. Set after objects are imported.

The input to action is the GenericSession object. The wrap is provided for the ITK programmer to
register actions.

• Register the ITK filters.

The ITK programmer is able to supply C functions to examine each processed object based on object
type. The input to filter is TIE_message_t.

The following is a list of the ITK functions implemented to register methods:

int TIE_register_user_filter
(char* filterRuleName, TIE_user_filter_func_t user_filter )

int TIE_register_user_action
(char* actionName, TIE_user_action_func_t user_action )

To use these ITK functions, include the tie.h file in C functions.

Multi-Site Collaboration ITK

Transferring site ownership

If your ITK program transfers Multi-Site site ownership over a network, it must call the
OBJIO_set_site_based_attribute function to use the Synchronous Site Transfer (SST) protocol.

Additional information about this function can be found in the Integration Toolkit Function Reference.

Note:
The Integration Toolkit Function Reference is available on Support Center.

Server Customization, Teamcenter 14.2 4-177

Mapping application-specific IDs using Object Directory Services extensions

You can use the Application Reference (APPREF) ITK module to map application-specific unique IDs to a
Teamcenter unique ID. The APPREF functions populate and query the Publication Record class managed
by the Object Directory Services (ODS) with application-specific data. More than one application-specific
ID can be associated with one Teamcenter item ID. The APPREF functions are called by the application
that needs its IDs mapped to Teamcenter. For example, Teamcenter Integration for NX I-deas can call
APPREF functions to map its GUIDs to a Teamcenter item ID or UID.

Additional information about the APPREF functions can be found in the Integration Toolkit Function
Reference.

Note:
The Integration Toolkit Function Reference is available on Support Center.

The functions are called at ODS client sites which are sites that are configured to communicate with an
ODS site using publication and remote search operations. The TC_appref_registry_site preference
defines the ODS site that is used for all APPREF operations.

The following table shows the basic process and data flow for the APPREF module.

Step ODS client site ODS site

1 At startup, the ODS server registers the APPREF API

handler.

2 Application calls the APPREF

API.

3 API calls the distributed ITK The ODS server calls the registered APPREF API
function. handler.

4 APPREF API handler performs the request and

returns the results.

5 The distributed ITK function

returns the results to the
API.

6 The API returns the results

to the application.

Legacy ITK considerations

Before Multi-Site Collaboration, when exporting an object it was possible to omit the destination or
target site, which effectively produced an export file that could be imported by any site. With the
implementation of Multi-Site Collaboration, you are now required to supply at least one target site.

4-178 Server Customization, Teamcenter 14.2

Although this requirement has been addressed in the interactive Export dialog box and the
item_export utility, it may cause some problems in existing user-written ITK programs that call OBJIO
ITK functions to perform object export.

However, for those who want to continue using an existing ITK program without any change, you can do
so by performing the following steps:

1. Relink your ITK program with the current libraries.

2. In the Options dialog box, accessed from the Edit menu in My Teamcenter, define the
TC_default_export_sites preference with a list of the desired target sites. For example:

TC_default_export_sites=
SITE1
SITE2

3. Define the TC_USE_DEFAULT_EXPORT_SITES environment variable and set it to YES as follows:

export TC_USE_DEFAULT_EXPORT_SITES=YES

Unless this is defined, the preference defined in step 2 is ignored.

4. Run the ITK program.

Caveats

The TC_default_export_sites preference is not used during interactive export operations.

This procedure is only applicable when not transferring site ownership. If the ITK program supports
transfer of site ownership by calling the OBJIO_set_site function, this call is re-directed to call the
OBJIO_set_owning_site function, thereby making the ITK program compliant with the Teamcenter
requirements.

The OBJIO_set_site function is obsolete. Therefore, Siemens Digital Industries Software highly
recommends that you modify any existing ITK programs to call the new OBJIO_set_target_sites (when
not transferring site ownership) or OBJIO_set_owning_site (when transferring site ownership)
functions.

USER_is_dataset_exportable user exit

The USER_is_dataset_exportable user exit helps refine Multi-Site dataset exporting. The normal Multi-
Site framework allows you only to export all datasets with a particular relationship, but you cannot
further sort out the datasets to export.

For example, assume you have this structure:

Server Customization, Teamcenter 14.2 4-179

Item1
ItemRevision1
Dataset1 (attached to ItemRevision1 with the Reference relation)
Dataset2 (attached to ItemRevision1 with the Reference relation)

If you attempt to export Item1 to a remote site, you can select which relationships to be exported, and
by selecting the Reference relation, you can export both Dataset1 and Dataset2. However, you cannot
export Dataset1 by itself without also exporting Dataset2.

You can use the USER_is_dataset_exportable user exit to overcome this limitation. This user exit can be
used to check if a dataset should be allowed to be exported based on its classification type. Following is
the code for this user exit:

USER_EXITS_API int USER_is_dataset_exportable ( tag_t

dataset_tag,
int n_target_sites,
tag_t * target_sites,
logical is_transferring_ownership,
logical modified_objects_only,
logical * isExportable
)

Parameter Input or Description

output

dataset_tag Input Specifies the tag of the dataset object.

n_target_sites Input Specifies the number of target sites.

target_sites Input Defines the target sites list.

is_transferring_ownership Input Indicates if the Multi-Site transfer also transfers

ownership.

modified_objects_only Input Indicates if Multi-Site transfer is transferring only

modified objects or otherwise.

isExportable Output Indicates if this dataset tag should be Multi-Site

exported or not.

Implement this user exit using standard user exit methods.

Additional information about the ITK USER_is_dataset_exportable user exit can be found in the
Integration Toolkit Function Reference.

Note:
The Integration Toolkit Function Reference is available on Support Center.

4-180 Server Customization, Teamcenter 14.2

Customizing system administration modules

Customize Audit Manager

Perform the following steps to use ITK to define an action handler for Audit Manager:

1. Create a file (for example, my_handler.c) in the \users_exits\code directory with the following
code:

#include <sub_mgr/subscription.h>
#include <user_exits/user_exits.h>
int PEC_Log_Handler(void* message, int nArgs, char** args)
{
TcSubscriptionActionMsg_t* msg =
(TcSubscriptionActionMsg_t*)message;
// add handler code here
return 0;
}

2. Declare the function in the user_exits.h file:

extern USER_EXITS_API int PEC_Log_Handler(void* message, int nArgs,

char** args);

TcSubscriptionActionMsg_t is defined in the subscription.h file.

3. Compile the file and build the libuser_exits.dll file.

4. Install the handler. For example:

%TC_BIN%\install_handlers -f=create -id=PEC_Log_Handler

-funcname=PEC_log_Handler -functype=1 -execmode=1 exectime=1800

5. In the Business Modeler IDE, add the new handler to the audit definition object you want to change
and publish the change.

Note:
If your site is still using the legacy Audit Manager (Audit Manager solution 2, which is
deprecated since Audit Manager solution 3 became available with Teamcenter 10.1), use the
following step:

• Modify the audit definition objects. You can modify the TC_DATA\auditdefinition.dat file to
add the new handler to the audit definition object you want to change. Then either run
the TC_BIN\define_auditdefs -f=auditdefinition.dat command or interactively log on to

Server Customization, Teamcenter 14.2 4-181

the Audit Manager application in the rich client and modify the audit definition objects to
add the new handler.

Customize Vendor management

Using Teamcenter vendor management, you can model vendor contributions to a product by capturing
information about the vendors and the vendor parts they provide to satisfy the form, fit, and function of
commercial parts.

You can customize your vendor management process with an ITK program. For example, you may want
to write a program that does the following:

• Create a commercial part as a component of your product assembly.

Use the VMS_create_commercial_part function.

• Create a bid package to provide to vendors so they can develop their quotes.

Use the VMS_create_bidpackage and VMS_create_bidpackage_lineitem functions. You can also

revise your bid package with bid package revisions, similar to items in Teamcenter.

• Create vendors that provide quotes.

Use the VMS_create_vendor function. You can also create vendor roles, such as distributor or
supplier, with the VMS_create_vendor_role function.

• Create vendor manufacturer parts and associated quotes that fulfill the requirements of your
commercial parts. The manufacturer part and quote information is provided by your vendors. You can
use different manufacturer parts for the commercial part in your product.

Use the VMS_create_manufacturer_part function for the vendor part and connect it to your part
information with the VMS_add_mfg_part_to_comm_part function. Use the VMS_create_quote
function to create the quote and use the VMS_add_quote function to add the quote information to
your bid package line item.

Note:
In the user interface, manufacturing parts are called vendor parts.

Include the vm\vms.h file in your program and call the VMS_init_module function first to initialize the
vendor management classes. For an example that uses the vendor management functions, open the
TC_ROOT\sample\vms\vms_util.c file.

Additional information about vendor management ITK functions can be found in theIntegration Toolkit
Function Reference.

4-182 Server Customization, Teamcenter 14.2

Note:
The Integration Toolkit Function Reference is available on Support Center.

Customize Volume Management

In Teamcenter, there are two methods to migrate infrequently used data to secondary and tertiary
storage mediums: volume management (VM) and hierarchical storage management (HSM). Volume
management is internal to Teamcenter. Hierarchical storage management can be used with third-party
HSM software tools. In ITK, if you want to write code for VM or HSM policies, use the functions in the sa/
migration.h include file.

If you want to use a third-party HSM software tool, Teamcenter provides a neutral API that calls the base
method. Use the HSM_migrate_files_msg operation under the HSM_Policy business object in Business
Modeler IDE. If you want a tight integration with the third-party tool, you can replace the base method
with a customized method.

Additional information about the Volume Management functions can be found in the Integration Toolkit
Function Reference.

Note:
The Integration Toolkit Function Reference is available on Support Center.

Customize Report Builder

When you create report definitions templates, you can write ITK code to create report definitions and
add your own customizations. In addition, there are functions that retrieve the existing report
definitions based on different criteria, such as report type and source. To create a new report definition
template, use the CRF_create_report_definition function. To retrieve existing report definitions based
on different criteria, use the CRF_get_report_definitions function. To generate a report based on
different input criteria, use the CRF_generate_report function.

The following example code shows how to create a summary report definition:

static void create_summary_report_defintion()

{
tag_t rd_tag= NULL_TAG;
tag_t qs_tag= NULL_TAG;
char *rd_id = "offline_testing_api_ecube_2"; //OLD KEY IS
sum_rpt_for_items
char *rd_name = "rd_create_testing";
char *rd_desc = "rd_create_description";
char *rd_source=NULL;
char *queryName="Admin - Employee Information";
tag_t query_t = NULLTAG;
status_t stat = ImanQuery::find(queryName, &query_t);

Server Customization, Teamcenter 14.2 4-183

if ((stat != OK) || (query_t == NULLTAG))

{
printf("ERROR cannot find query %s s \n", queryName);
return;
}
ITK_CALL( CRF_create_report_definition(rd_id,rd_name,rd_desc,NULL,0,
NULL,0,rd_source,
0,NULL,NULL,//params
query_t, // queru source tag
NULLTAG,
0,
NULLTAG,
&rd_tag) );
printf("New summary report rd Tag: %d\n", rd_tag );
}

The following example code shows how to retrieve item report definitions:

static void list_reports()

{
tag_t *tags = NULL;
int n_tags=0;
const char* itms="itm";
ITK_CALL( CRF_get_report_definitions(itms,NULL,status,NULLTAG,&n_tags,
&tags) );
printf("----BEGIN ITEM REPORTS ---n\n");
for (int loopFound = 0; loopFound < n_tags ; loopFound++)
{
String uidString = Tag::tagToUid(tags[loopFound]);
char *seeUid = uidString.smString();
printf(" object tag is: %d object uid = %s\n",tags[loopFound],
seeUid);
MEM_free(seeUid);
}
}

The following example code shows how to find and generate a summary report:

static void find_and_generate_summary_report()

{
tag_t rd_tag= NULL_TAG;
tag_t qs_tag= NULL_TAG;
const char* id="TC_2007_00_SUM_RPT_0004"; //4 for user stuff
ITK_CALL( CRF_find_report_definition(id,&rd_tag) );
printf("summary report rd Tag: %d\n", rd_tag );
int count=1;
char **entryNames = (char **)MEM_alloc(sizeof(char *) * count);
char **entryValues = (char **)MEM_alloc(sizeof(char *) * count);

4-184 Server Customization, Teamcenter 14.2

int idx = 0;
char *report_path=NULL;
char *param1= "User Id";
char *value1= "*";
entryNames[idx]=param1;
entryValues[idx]=value1;
tag_t dataset = NULLTAG;
char *data_set_name=NULL;
CRF_generate_report(rd_tag,dataset,0, NULL,
count,entryNames,entryValues, ///criteri stuff
data_set_name, /* dataset name */
&report_path );
if ( report_path != NULL )
printf(" Summary report generated at %s",report_path);
}

Additional information about the Report Builder functions can be found in the Integration Toolkit
Function Reference.

Note:
The Integration Toolkit Function Reference is available on Support Center.

Workflow

Enterprise Process Modeling

The EPM module is a tool designed to facilitate the specification of processes (procedures), resources,
and data constrained by a company's business rules. A typical product information management (PIM)
system can be viewed as a process model consisting of procedures to be performed in a well defined
sequence; a resource model which addresses the users, groups, roles and applications a business uses;
and the data model which addresses the different types of data used to run the business's computer-
aided applications. The company's business rules determine how the three models interact with one
another. EPM addresses the procedures portion of this model.

A procedure can be viewed as a task or group of tasks which, when performed in a certain sequence
with defined resources and rules, produces a defined output. The fundamental element of a procedure
is a task. The following figure shows a model of this.

Server Customization, Teamcenter 14.2 4-185

Task model

EPM is designed to support this model. EPM contains analogs to all the elements of the task model
shown. The relationships are shown in the following table.

Task model EPM

Controls Business handlers

Mechanism Action handlers

Input/output Responsible party applications

State State

A task is always in some state and it can change from one state to another by successfully performing an
action. An action may have pre-conditions and business rules imposed on it. Any of the imposed
business rules must be satisfied before the proposed action can be performed.

A business rule is a statement of some constraint on the performance of an action. It may be derived
from empirical data and knowledge or other procedures. Tasks consume resources to produce outputs
which, in EPM, are associated to the task by attachments. Each of the EPM elements is discussed in more
detail in the next section.

EPM object model

EPM object model components

EPM is comprised of the following components:

• Job

• Task

• Action

4-186 Server Customization, Teamcenter 14.2

• Attachment

• Business rule

The following figure is a graphical representation of the EPM object model.

EPM object model

Jobs

A job is the run-time instantiation of a procedure. It is a collection of tasks just as a procedure is a

collection of task definitions. A procedure is the system definition of a business process. Procedures are
defined interactively through the Procedures dialog box.

Tasks

Introduction to task ITKs

A task is a rudimentary element in our process model. Data is associated to it and some action can be
performed on it based upon a specific business rule. It is an instance of a task definition. Just as task
definitions make up a procedure, tasks make up a job during run time. Subtasks can also make up a task
to form an hierarchy of tasks.

You can use the EPM_ask_sub_tasks function to find the subtasks associated with a certain task.
Similarly, you can use the EPM_ask_sub_task function to find one subtask attached to a task.

If you want to go up the hierarchy of tasks to find the parent of a given task, use the EPM_ask_parent
function. Use the EPM_ask_root_task function to get to the top of the task hierarchy. To find out what
tasks are assigned to a certain responsible party, use EPM_ask_assigned_tasks.

The EPM_ask_description function is also available to get a short description of a task in a character
array. If you just want the name of the current task, use the EPM_ask_name function to get a character
array containing the name of the task.

Server Customization, Teamcenter 14.2 4-187

Success and failure paths

You can control condition task branching to follow success or failure paths by setting the value for the
result attribute and then configure paths to accommodate all of the possible result values. By default,
the result attribute is set to either true or false. However, you can set result to any string value and add
as many valid values as you need. To do this, write and register a custom handler that uses the
EPM_set_task_result function to set the result attribute to a string value. The code can contain any
logic or algorithm you need.

You should configure the process template so there is a one-to-one relationship between the number of
valid result values and the number of paths, unless you want to overload values onto a single path so
the process traverses the same path for a number of results. For example, if you want five different valid
values that can be used to set result, there must be five separate flow lines—one line for each of the
five valid result values. Each line has a value associated with it, and this value must match one of the
potential valid result values. If the value used to set the result does not match any of the path values,
the process does not advance. By default, the result value is displayed as a label on the flow line
associated with a workflow branch path. You can customized text labels by registering the text string.

Dynamic participants

If you use dynamic participants in your workflow and want to customize the participants, you can create
participants with the EPM_create_participants function. To add or remove participants for an item
revision, use the ITEM_rev_add_participants or ITEM_rev_remove_participant function, respectively.

Action handlers

Introduction to action handler ITKs

Action handlers are routines that act as the mechanism of the action to which they are associated. The
association between an action and handlers is defined interactively in the Task Definition dialog box.

Actions can be either displayed during run time or triggered programmatically. To display the action
string of the current action applied to a task during run time, use the EPM_task_action_string function.
To trigger actions programmatically, use the EPM_trigger_action function to trigger an action in a
specific task. This is useful in triggering a parallel task to start.

After writing your own handlers, you need to register them to the system using the
EPM_register_action_handler function. This makes the handler available for use by the system
administrator in implementing EPM procedures. The system administrator can enable the system to find
your custom handler and execute it whenever the action with which the handler was associated is
invoked on a task.

Predefined actions

EPM comes with predefined actions that can occur on any task.

4-188 Server Customization, Teamcenter 14.2

Predefined action Definition

Assign Assigns a user or group to perform the work.

Start Starts a task if it has not been started.

Complete Marks a task as being completed.

Skip For a given job, skips this subtask, but marks it complete for all other
tasks that depend on it being completed before they can start.

Suspend Suspends all work on this task until further notice.

Resume Resumes the task to the state it was in before it was suspended.

Perform Executes user-defined action handlers any time the user wants. The
Perform action is executed based on a list of sub-actions that occur at
various times throughout the task. It does not necessarily execute after
the Start action but before the Complete action.
For example, the Add Attachment sub-action
(EPM_add_attachment_action) executes a handler placed on the
Perform action of the root task three times before executing a handler
placed on the Start action.
The following are the available Perform sub-actions:

• Add Attachment

• Remove Attachment

• Approve

• Reject

• Promote

• Demote

• Refuse

• Assign Approver

• Notify

Tip:
Some Perform sub-actions can execute a handler multiple times.
Before you place a handler on the Perform action, be sure that you
want the handler to be executed more than once. For example, if

Server Customization, Teamcenter 14.2 4-189

Predefined action Definition

the handler is Notify (EPM-notify), reviewers receive the same

notification at each execution.

Note:
These do not change the state of the task.

State transitions

Some actions cause state transitions. For example, applying the Assign action to a task that is in the
Unassigned state causes a state transition to the Pending state. Applying the Start action causes a
state transition from Pending to Started. Applying the Complete action can cause a state transition
from Started to Completed.

As the action handlers are executed, the task keeps track of its progress by setting an attribute called
state. You can inquire about the state of a task using the EPM_ask_state function. Next use
EPM_ask_state_string to get the string value of the state. Possible states that a task can take are as
follows:

• Unassigned

• Pending

• Started

• Completed

• Skipped

• Suspended

State transition example

As an example of using state transitions, assume that our task is to do circuit analysis on a circuit design.
During the circuit analysis procedure definition the rule and action handlers are associated with the
Start action, the Perform action, and the Complete action of our task.

The Start action has rule handlers to check that all the files required for analysis are present. The rule
handlers associated with the Complete action check to make sure the Perform action is invoked. The
Perform action is where the actual analysis program is called by an associated action handler.

The initial state of the task is Unassigned. To start the task, initiate a job in the workspace using the
circuit analysis procedure. The Assign action of the task is invoked automatically. If the assignment

4-190 Server Customization, Teamcenter 14.2

action is successful, the task state transitions from Unassigned to Pending and the Start action is
invoked. The business rule handlers associated with the Start action are then executed.

Assuming that the files required for analysis are all present, there is rule compliance with the Start
action; therefore the task state transitions from Pending to Started. EPM invokes the Complete action
automatically. Since the Perform action has not been invoked, there is no rule compliance in the
Complete action; hence state transition from Started to Complete does not occur.

Next, invoke the Perform action and do the actual circuit analysis. Assuming the circuit analysis is
successful, invoke the Complete action manually to finish the job. At this point there should be rule
compliance to the Complete action business handler since the Perform action was done successfully
prior to invoking the Complete action. The task state then transitions from Started to Completed.

Attachments

Attachments are other objects that are associated with the task during run time. These objects are
typically items that need approval, supporting data, forms that need to be completed for the task, and
so on. There are several built-in types of attachments.

A complete list of attachments can be found in the Enterprise Process Modeling section of the
Integration Toolkit Function Reference. (The Integration Toolkit Function Reference is available on
Support Center.)

Use the EPM_ask_all_attachments function to get an array of all attachments regardless of task type.
To get attachments of a certain type, use the EPM_ask_attachments function, passing one of the valid
attachment types as an argument. To add an attachment to a task, use the EPM_add_attachments
function. You can remove an attachment with the EPM_remove_attachments function.

You can also define your own attachment types. This can be done by following a similar procedure for
adding new actions. Modify the tc_text_locale.xml file to define the EPM_attachment_number display
name. The value of number must be in the range of 1000 to 32000 (1000 < number < 32000). For
example:

For ease of maintenance, define the ECN macro in your local header file. For example:

#define ECN (EPM_user_attachment +1)

Business rule handlers

Business rule handlers are programs that check compliance to business rules before any action handlers
can be executed within an action. Like action handlers, the association between action and rule
handlers is defined interactively in the Task Definition dialog box. There are business rule handlers
available in the system that you can readily use or you can write your own. Use the
EPM_register_rule_handler function to register the rule handlers you have written.

Server Customization, Teamcenter 14.2 4-191

Customizing a procedure with EPM

Introduction to customizing a procedure with EPM

A procedure can be customized with EPM in several ways. The simplest method is to associate available
action or rule handlers from the toolkit to specific actions to obtain the desired result. With this method,
you do not need to write a program or function to customize a procedure. If none of the available
handlers meet your specific needs, then you can write a custom handler using the ITK. Such a custom
handler can then be used along with the Teamcenter-provided handlers to specialize the behavior of a
task.

A handler is a small ITK function designed to accomplish a specific job. There are two kinds of handlers:
rule handlers and action handlers. Rule handlers enforce business rules. An action handler causes
something to happen and usually is responsible for a state transition.

If the rule handler returns an EPM_go, then the action handlers are executed and a state transition
occurs. If the rule does not return EPM_go, then the action handler does not execute and the state
transition does not occur.

Creating action handlers

Writing your own action handler

Since action handler programs are essentially ITK functions, they should be written based on the same
guidelines followed in ITK programs. The epm.h header file must be included in your source code. The
standard interface for an action handler is as follows:

int sample_handler(EPM_action_message_t message)

The EPM_action_message_t is a typedef defined as:

typedef struct EPM_action_message_s

{
tag_t task;
EPM_action_t action;
EPM_state_t proposed_state;
TC_argument_list_t* arguments;
tag_t data;
} EPM_action_message_t;

The fields for EPM_action_message_s are as follows:

• task

Task on which the action was triggered.

• data

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System data.

• action

Action that was triggered.

• proposed_state

State that the task changes to after actions are completed without errors.

• arguments

Argument specified in the procedure.

Note:
The action handler must return an int status code that can be compared to ITK_ok to determine if
the handler was executed successfully.

To create your own action handler:

1. Write the action handler program following the standard interface and the ITK programming
standards.

2. Compile your program using the compile script in the TC_ROOT/sample directory. The sample
compile script writes the resulting object file in the current directory. Modify the compile script if
the default behavior is not sufficient.

3. Register your new handler to the system by writing a module initialization function (or modifying it
if one already exists) to call the EPM_register_action_handler function for the action handler you
have written. Compile the module initialization function.

Note:
Complete step 4 only if this is the first handler you are registering. You can skip this step for
the subsequent handlers that you are going to write.
You can also register handlers using the Business Modeler IDE.

4. Modify the user_gsshell.c file in the TC_ROOT/sample directory to add a call to your module
initialization function in the USER_gs_shell_init_module function. Compile the user_gsshell.c file
using the TC_ROOT/sample/compile script.

5. Create the user exits library with the TC_ROOT/sample/link_user_exits script. This script creates
the libuser_exits sharable library from all of the object files in your current directory.

Server Customization, Teamcenter 14.2 4-193

Action handler example

The following is an example of an action handler:

int EPM_system(EPM_action_message_t msg)

{
int err = ITK_ok;
char* arg = 0;
if(TC_number_of_arguments(msg.arguments)>0)
{/* get first argument */
arg = TC_next_argument(msg.arguments);
system(arg);
}
return err; /*return an ITK error code if an error/
occurred*/
}

The first call to the TC_next_argument function gets the first argument, given the Arguments field
from the structure, specified in the task definition windows for this handler. Each successive call to
TC_next_argument gets the next argument on the list. Use the TC_init_argument_list function to start
over at the beginning of the list and get the first argument. All action handlers should return either
ITK_ok if no error occurred or the ITK error for the error that did occur.

Creating rule handlers

Writing your own rule handler

The standard interface for a business rule handler is:

EPM_decision_t sample_rule_handler/
(EPM_rule_message_t message)

To write your own rule handler:

1. Write the rule handler program following the standard interface and the ITK programming
standards.

3. Register your new handler to the system by writing a module initialization function (or modifying it
if one already exists) to call the EPM_register_action_handler function for the rule handler you
have written. Compile the module initialization function.

4-194 Server Customization, Teamcenter 14.2

Note:
Complete step 4 only if this is the first handler you are registering. You can skip this step for
the subsequent handlers that you are going to write.

5. Create the user exits library with the TC_ROOT/sample/link_user_exits script. This script creates
the libuser_exits sharable library from all of the object files in your current directory.

EPM_decision_t

The EPM_decision_t is a user-defined type defined as:

typedef enum EPM_decision_e

{
EPM_nogo,
EPM_undecided,
EPM_go
} EPM_decision_t;

The fields for EPM_decision_t are as follows:

• EPM_nogo

Constraints for rule or rule handler are not satisfied; action and state transition should not occur

• EPM_undecided

Still unknown whether the decision is a go or no go because of insufficient or pending data; action
and state transitions should not occur

• EPM_go

Rule or handler passed; constraints satisfied

EPM_rule_message_t

The EPM_rule_message_t is a typedef defined as:

typedef struct EPM_rule_message_s

{
tag_t task;
EPM_action_t proposed_action;

Server Customization, Teamcenter 14.2 4-195

TC_argument_list_t* arguments;
tag_t tag;
} EPM_rule_message_t;

The fields for EPM_rule_message_t are as follows:

• task

Task on which the action was triggered

• proposed_action

Action that was triggered

• arguments

Argument specified in the procedure

• tag

System data

Rule handler example

The following is an example of a rule handler:

EPM_decision_t
EPM_check_responsible_party(EPM_rule_message_t msg)
{
int s;
EPM_decision_t decision = EPM_nogo;
char * userName;
tag_t aUserTag, responsibleParty;
s=EPM_ask_responsible_party(msg.task, &responsibleParty);
if (responsibleParty == NULLTAG)
{
decision = EPM_go;
}
if (s == ITK_ok && decision == EPM_nogo)
{
s = POM_get_user (&userName, &aUserTag);
MEM_free (userName);
if (s == ITK_ok)
{
if (aUserTag == responsibleParty)
decision = EPM_go;
}

4-196 Server Customization, Teamcenter 14.2

}
return decision
}

Registering rule handlers

All rule handlers must be registered. The following example illustrates how you register a rule handler.

Note:
You can also register handlers using the Business Modeler IDE.

The following example uses the USER_epm_init_module function that registers a function called
EPM_check_responsible_party through the EPM_register_rule_handler function as the EPM-check-
responsible-party handler.

When defining tasks interactively, use the registered name of the EPM-check-responsible-party
handler to add the handler to an action instead of the full name of the function,
EPM_check_responsible_party:

int USER_epm_init_module()
{
int s;
s = EPM_register_rule_handler("EPM-check-responsible-party", "",
EPM_check_responsible_party);
return s;
}
Register the USER_epm_init_module() function through
USER_gs_shell_init_module().
The USER_gs_shell_init_module() function exists in user_gsshell.c located
in the
user_exits directory. The registration is shown as follows:
USER_gs_shell_init_module()
{
...
USER_epm_init_module();
}

Compile all of the above mentioned code and create a user exits library. Information about creating a
user exits library can be found in the Integration Toolkit Function Reference.

Note:
The Integration Toolkit Function Reference is available on Support Center.

Server Customization, Teamcenter 14.2 4-197

Validation rules

Using validation rules

A validation rule is an instance of a Validation Data object with the following additional run-time
attributes:

• A validation agent that can be an NX CheckMate checker.

• The dataset types where the validation agent is applicable.

• Whether the check is mandatory or optional. A mandatory check must both run and pass. An optional
check must run but does not have to pass.

• Event names where the check is applicable. When applicable event names are specified for a
validation agent (checker), the check result is verified only when these events happen. If no event
name is specified, the checker applies to all events. The event name can contain an asterisk as a
wildcard. Event names can be marked as exclusive.

• A list of parameter and value pairs. The parameter values need to be verified from the validation
result log file.

Validation rules are defined based on your business model. In a production environment, you can define
multiple validation rule files to suit different business processes.

Validation rule file

Validation rules can be defined in an XML file called a validation rule file. A validation rule file defines all
validation rules for a validation rule set. Follow these guidelines when you create a validation rule file:

• The Rule_Set tag attributes name, description, user, and date are mandatory. These attributes are
mapped as Teamcenter validation rule set object attributes when the XML rule set is imported.

• The Rule tag defines a rule.

• Checker tag

This tag is mandatory. Its name attribute is the checker class name, not the display name.

• Mandated tag

This tag is mandatory. If a check is mandatory (the check must run and pass), type yes between the
opening and closing tag. If not, type no. When a check is not mandatory, the check must run, but
the result status is ignored.

• Datasets tag

4-198 Server Customization, Teamcenter 14.2

This tag is mandatory. You must define the list of applicable dataset types.

• Events tag

This tag is optional. The events contain the event values where the check is applicable. If you do
not define an event value list, then the rule applies at all times. The event values can contain an
asterisk as a wildcard. The values listed can be exclusive when the exclude attribute is set to yes.

If you define the class attribute for the Events tag, you set which target revision attribute value
should be tested against event values list.

• Parameter tag

Only parameters that logged in profile level (for a profile check result log file) are supported. Child
checker parameters must be promoted into the profile level to be verified by the validation rule
APIs.

• You can define rules in any order in the validation rule file.

• The same checker can be instanced in the definition of more than one rule in the same rule file.

The following sample shows an example of a validation rule file:

<?xml version="1.0"?>

<?xml-stylesheet type="text/xsl" href="validation_rule.xsl"?>

<Rule_Set
name="Test_rule_set_1"
description="Power Train Event 0 at Milestone 3"
user="your_user_id" date="2005-12-25"
xmlns="http://www.plmxml.org/Schemas/
PLMXMLSchemaValidationRule"
xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
xsi:schemaLocation="http://www.plmxml.org/Schemas/
PLMXMLSchemaValidationRule validation_rule.xsd" >

<Rule>
<Checker name="mqc_check_dim_attach_solid"></Checker>
<Mandated>no</Mandated>
<Datasets>
<type>UGMASTER</type>
<type>UGPART</type>
</Datasets>
<Events class="ITEMREVISION:owning_group" exclude="yes">
<value>chassis.pe.company</value>
<value>powertrain.pe.company</value>
</Events>

Server Customization, Teamcenter 14.2 4-199

</Rule>

<Rule>
<Checker name="mqc_examine_geometry"></Checker>
<Mandated>yes</Mandated>
<Datasets>
<type>UGPART</type>
<type>UGMASTER</type>
</Datasets>

</Rule>

<Rule>
<Checker name="mqc_check_dim_attach_solid"></Checker>
<Mandated>no</Mandated>
<Datasets>
<type>UGPART</type>
</Datasets>

</Rule>

<Rule>
<Checker name="mqc_exam_geom_combo"></Checker>
<Mandated>no</Mandated>
<Datasets>
<type>UGMASTER</type>
<type>UGPART</type>
<type>UGALTREP</type>
</Datasets>
<Events exclude="no">
<value>Status*3</value>
<value>Status_4</value>
</Events>
<Parameters>
<Parameter operation="=" title="Check Tiny objects"
value="TRUE></Parameter>
<Parameter operation="=" title="Check Misaligned Objects"
value="TRUE"></Parameter>
</Parameters>

</Rule>

<Rule>
<Checker name="mqc_examine_geometry"></Checker>
<Mandated>no</Mandated>
<Datasets>
<type>UGMASTER</type>
<type>UGPART</type>

4-200 Server Customization, Teamcenter 14.2

</Datasets>
<Events exclude="no">
<value>S*</value>
</Events>
<Parameters>
<Parameter operation="=" title="Save Log in Part"
value="TRUE></Parameter>
</Parameters>

</Rule>

</Rule_Set>

Validation rule APIs

The following sample shows how to call validation rule APIs to perform a validation result check with the
validation rules:

validation_rule_t *validation_rules = NULL;

int num_rule = 0;
candidate_validation_result_t *candidates = NULL;
int num_candidates = 0;
/**********************************************
* Get Validation Rule list
**********************************************/
ifail =
VALIDATIONRULE_get_rules (
rule_item_revision,
NULL,
current_event,
&validation_rules,
&num_rule
);
/**********************************************
* Before calling VALIDATIONRULE_get_candidate_results() to get
candidate
* result list, user may want to put codes here to resolve all
unresolved
* rules.
**********************************************/
ifail =
VALIDATIONRULE_get_candidate_results(
target_objects,
count,
validation_rules,
num_rule,
&candidates,
&num_candidates
);

Server Customization, Teamcenter 14.2 4-201

/**********************************************
* check validation result for each candidate
*/
for( int inx=0; inx<num_candidates; inx++)
{
ifail = VALIDATIONRULE_verify_result(
&(candidates[inx])
);
}
// Before exit, free up allocated memories
VALIDATIONRULE_free_rules(validation_rules, num_rule);
VALIDATIONRULE_free_results(candidates,num_candidates);

EPM hints

Perform action handlers

The rule and action handlers associated with the Perform action get called every time an action with an
action code greater than or equal to EPM_perform_action is triggered. Clicking the Perform button
calls the EPM_trigger_action function with the action equal to EPM_perform_action.

Many existing ITK functions also call the EPM_trigger_action function to allow you to customize
Teamcenter. The following table lists actions that are triggered inside each ITK function.

ITK function Action code

EPM_add_attachment EPM_add_attachment_action

EPM_remove_attachment EPM_remove_attachment_action

CR_set_decision EPM_approve_action

CR_set_decision EPM_reject_action

CR_promote_target_objects EPM_promote_action

CR_demote_target_objects EPM_demote_action

Branching in your handler

You can branch logically in your handler by using message.action in an if/else block. For example:

if (message.action == EPM_add_attachment_action)
{
/* do something */
}
else
{

4-202 Server Customization, Teamcenter 14.2

/* do nothing */
}

Avoiding infinite loops in perform actions

Infinite loops can occur when performing actions if logic is not included to test the values of the actions
being triggered. For example, the following action handler, my_action_handler, is executed when a
Perform action is triggered:

int my_action_handler(EPM_action_message_t msg)

{
.........
.........
err = EPM_add_attachment (.................................);
.........
.........
return err;
}

When the err = EPM_add_attachment (..........) statement is executed, my_action_handler is called

again as a part of the EPM_add_attachment call. This is because EPM_add_attachment calls
EPM_trigger_action with an action code of EPM_add_attachment_action. Since all action codes
greater than EPM_perform_action get sent to all of the perform action handlers, this causes an infinite
loop.

To avoid this scenario, you should check the action being triggered inside each handler. To avoid
entering an endless loop in the example shown above, add the following lines to your code:

if(msg.action > EPM_perform_action)

return ITK_ok;

For example:

int my_action_handler(EPM_action_message_t msg)

{
if(msg.action > EPM_perform_action)
return ITK_ok;
......... /* initial lines of code for action */
......... /* handler initiation */
err = EPM_add_attachment (.................................);
......... /* final lines */
......... /* of code */
return err;
}

Server Customization, Teamcenter 14.2 4-203

Note:
Infinite loops can occur when EPM_trigger_action handler with the task action
EPM_complete_action is placed on the Assign, Start, or Complete of a task.

4-204 Server Customization, Teamcenter 14.2

© 2022 Siemens
A. How to develop an application
Process for developing an application
Use the Business Modeler IDE to develop your own application. Use the Business Modeler IDE for:

• Business model modifications

• Service-oriented architecture (SOA) services and operations creation

• Teamcenter server code development

The Business Modeler IDE provides all these capabilities in a seamless manner.

For a walkthrough of how to use the Business Modeler IDE to develop an application, use the following
example:

• Business object: Comment

• Capture additional information on any WorkspaceObject

• Properties: relatedObject, text

• Operation: copyToObject

• Service: getCommentsForObjects

Follow this process:

1. Define business objects to represent objects to work with in the application.

2. Define operations to be placed on the business objects.

3. Define services to expose the business logic in the enterprise tier to clients.

4. Generate stubs to be used for implementing your code.

5. Implement your code.

6. Build your code.

7. Package and deploy your application.

Server Customization, Teamcenter 14.2 A-1

Develop an application: define business objects

Define business objects to represent items to work with in the application.

1. Set an active release.

Active release helps in associating operations to a release and deprecating and later removing of an
operation when it is not needed anymore.

2. Create a library for code and set the library as active.

Business object interfaces that contain the operations get added to the library.

3. Set the code generation namespace.

A-2 Server Customization, Teamcenter 14.2

Each template can specify a namespace This namespace is associated with C++ classes generated
for business objects and for data types created in that template. The namespace protects against
collision of C++ class names from different templates (for example, Teamcenter::Item and
Comments::Item).

4. Create extension files.

Extension files enable proper organization of Business Modeler IDE work. To create an extension
file:

a. In the Project Files folder, select the extension directory under the project.

b. Right-click the extensions folder and choose Organize→Add new extension file.

c. Type the desired extension name.

Server Customization, Teamcenter 14.2 A-3

Following are some example of extension files you can create to organize your work.

Extension file name Contains

project-name_business_object_constants.xml Business object constants

project-name_deepcopy_rules.xml Deep copy rules

project-name_display_rules.xml Business object display rules

project-name_extension_attach.xml Extension attachments

project-name_extension_rules.xml Extension rules

project-name_global_constants.xml Global constants

project-name_grm_rules.xml GRM rules

project-name_lovs.xml Lists of values (LOVs)

project-name_property_constants.xml Property constants

project-name_rule.xml Rules

project-name_schema.xml Business objects

project-name_services.xml Service-oriented architecture

(SOA) operations

5. Before proceeding with a task, activate the proper extension file:

a. Right-click the project where you want to save your work and choose Organize→Set active
extension file.

b. Open the Project Files\extensions folders and select the active extension file, for example,
default.xml. A green arrow symbol appears on the active extension file.

A-4 Server Customization, Teamcenter 14.2

6. Define a business object.

a. Create a business object.

For example, define a Comment business object as a child of the Workspace business object.

b. Add required properties.

c. Define a relation.

d. Define GRM rules.

Server Customization, Teamcenter 14.2 A-5

e. Define deep copy rules.

Develop an application: define operations

Operations are functions or methods An operation is inherited to child business objects An operation
can be overridden at the child business object.

1. Create operations.

A-6 Server Customization, Teamcenter 14.2

Add a new operation with parameters. As you enter operation information, the code preview is
updated.

Server Customization, Teamcenter 14.2 A-7

Do the following for operations:

• Specify parameters.

• Ensure the return value is int.

• Set status of operation.

• Enable preconditions, preactions, and postactions.

• Make overridable.

• Publish the operation.

2. Create property operations.

Property operations are generic operations to set and get a property on a business object. You can
configure the safe getter and setter operations on custom properties.

For example, in the following figure, the getCm2tText getter operation is used for the Cm2tText
property.

A-8 Server Customization, Teamcenter 14.2

Develop an application: define services

Services expose the business logic in the enterprise tier to clients.

1. Create a service library to host the services.

Server Customization, Teamcenter 14.2 A-9

2. Create services in the library.

A-10 Server Customization, Teamcenter 14.2

Each service library may contain one or more service interfaces. Each service interface contains
one or more service operations and data types used by those operations.

Server Customization, Teamcenter 14.2 A-11

3. Create data types.

Service operations require input and output. Create data types to represent the input and output.
Data types must be defined before defining the operations. Common data types are provided.

A-12 Server Customization, Teamcenter 14.2

4. Create a service operation.

Clients call the service operations to execute the necessary business logic. Service operations can
identify operations as published or internal. Making them set-based helps reduce client server
communication when needed.

Server Customization, Teamcenter 14.2 A-13

Develop an application: generate code

After you create operations, you must generate code.

1. Configure code generation.

A-14 Server Customization, Teamcenter 14.2

When you set code generation properties for your template, set the following:

• Locations for C++ code

• Namespace for C++ classes

• Copyright to be placed in generated code

• C++ compiler location

• Teamcenter installation location

2. Configure services stubs generation.

a. Right-click the project and choose Properties.

b. Choose Teamcenter→Build Configuration→Service Bindings in the left pane.

c. Unzip the soa_client.zip file (from the same location as the tem.bat file) to a directory. Type
this location in the Teamcenter Services client kit home box.

d. Select the required bindings. (It depends on the client code needed.)

Server Customization, Teamcenter 14.2 A-15

3. Generate code.

Generate code after business object operations and services are defined. Regenerate if the
definition changes. This generates interfaces and implementation stubs for business objects
and generates the transport layer and implementation stubs for services.

The following example shows generating C++ code.

The following example shows generating services code.

A-16 Server Customization, Teamcenter 14.2

Develop an application: implement code

After you generate stubs, write implementation code.

1. Open the C/C++ perspective.

Code development is done in the C/C++ perspective. The CDT (C/C++ Development Tools) plug-in is
an Eclipse-based C++ integrated development environment.

2. Implement business logic.

An outline of the operation is created by the code generation step. The implementation file is
found in the Project Explorer under the library for the business object.

Server Customization, Teamcenter 14.2 A-17

Add the business logic for the operation.

3. Implement service operation.

An outline of the service operation is created by the code generation step. The service interface
implementation file is found in the Project Explorer under the service library.

A-18 Server Customization, Teamcenter 14.2

Add the business logic for the operation.

4. Create text server files.

Text server files enable storage and retrieval of localized and nonlocalized information.

Translatable resources are stored in an XML-formatted files. Error messages are stored in
*_errors.xml files. Other translatable resources are stored in *_text_locale.xml files. Both types of
files are stored in a language-specific directory. Nontranslatable resources are stored in *_text.xml
files in a language-neutral directory (no_translation).

The Business Modeler IDE creates the resource files in the project/src/server/textserver/en
directory.

Server Customization, Teamcenter 14.2 A-19

a. Create error messages.

Error base defines the code area. The codes are multiples of 1000 added to the error_base
xml attribute, for example:

<errors module="ss" error_base="5000">

Each error is defined with an id XML attribute:

<error id="64">The removal of the definition has failed for the following
preference:
%1$.error id="64">The removal of the definition has failed for the following
preference: %1$.>

The error number is equal to error_base + id (for example, 5064) and must be given an
associated C++ symbol, for example:

#define PREF_cannot_delete_preference_definition (EMH_SS_error_base + 64)

The same code area symbols are usually defined in the same file.

A. Define the error base in the emh_const.h file to avoid conflicts:

#define EMH_SS_error_base 5000

B. Choose your error base within the 919000-920000 range. Replace the required
information in the line:

<errors module="<enter the solution name>" error_base="<enter error base

number>">

Declare errors in this file, ensuring that error numbers not exceed 920000.

A-20 Server Customization, Teamcenter 14.2

b. Create other resources.

A. Create a no_translation directory at project/src/server/textserver/.

B. Add a project_text.xml file to the directory.

C. Add the following line to the project_text.xml file:

<xi:include href="project_text_locale.xml" parse="xml"/>

D. Add the nontranslatable resources to the project_text.xml file.

E. Copy the project_text.xml file to project_text_locale.xml and add translatable resources

to the project_text_locale.xml file. Use unique key identifiers in both files.

c. Provide the translation for all supported languages. Ensure packaging of the files.

d. Deploy text server files.

Add missing information for upgrade. This ensures proper deployment.

Edit the project/install/feature_project.xml file. Add a section for the upgrade (based on the
section for install):

5. Implement utilities.

Utilities are C/C++ programs using ITK calls. They can be used to achieve very lengthy tasks in one
call. Sometimes utilities are used during installation and upgrade scripts. Utilities must be run on
the Teamcenter server host. They can also be used for testing C and C++ code.

Use Business Modeler IDE to implement the utility. Ensure packaging of the compiled executable if
needed by the installer or upgrader.

Server Customization, Teamcenter 14.2 A-21

Develop an application: build libraries

After writing implementations, build the libraries containing server code.

1. Set up the build configuration.

Right-click the project, choose Properties, and choose Teamcenter→Build Configuration.

Set up the Teamcenter installation location, the C++ compiler location, the compiler command and
flags, and the link command and flags.

2. To build code, on the menu bar, choose Project→Build Project.

A-22 Server Customization, Teamcenter 14.2

To turn on automatic building, choose Project→Build Automatically. The build occurs

automatically when changes to the code are saved.

Build files are saved to the appropriate output locations.

Server Customization, Teamcenter 14.2 A-23

Develop an application: package and install

When all files are built, generate a distribution package for installation.

1. To package, choose BMIDE→Generate Software Package, or choose

File→New→Other→Business Modeler IDE→Generate Software Package.

Package files include the following:

• Metamodel definitions

• Built libraries

A-24 Server Customization, Teamcenter 14.2

• Enterprise tier libraries

• Web tier files

• SOA client libraries (that are consumed in the clients)

• Installation and upgrade scripts and data files

2. Install the packaged template files using Teamcenter Environment Manager (TEM).

The packaged template can be deployed through TEM or Deployment Center to a production
database.

Server Customization, Teamcenter 14.2 A-25

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