Configure PDX data sharing

Use the following procedures to configure PDX export using Active Workspace. Prerequisites PDX export must be installed and licensed as described in Configuring and managing data sharing If you are upgrading from a version earlier than Teamcenter 2312, attach the customized Tc2PDX.xsl style sheet to the default PDX TIEPDXExportDefault transfer mode using the following steps. Beginning with Teamcenter 2312, new Teamcenter installations have this style sheet attached to the transfer mode by default. In a Teamcenter command shell, use the plmxml_tm_edit_xsl utility to attach the style sheet to the transfer mode, for example: Copy plmxml_tm_edit_xsl -u=tc-admin-user -p=password -transfermode=TIEPDXExportDefault -xsl_file=C:\TC\tcdata\data\T2PDX.xsl -action=attach Use the utility to verify the style sheet is attached correctly, for example: Copy plmxml_tm_edit_xsl -u=tc-admin-user -p=password -transfermode=TIEPDXExportDefault -action=list The utility’s output should be similar to the following: Copy Original File Name is <Tc2PDX.xsl> Map objects and attributes When you export Teamcenter data to PDX, the Teamcenter data is first exported as TcXML and then transformed to PDX using XSLT. Map your Teamcenter objects and their attributes to PDX objects and their attributes. Teamcenter provides a default mapping of standard Teamcenter objects to PDX objects and a default style sheet for transforming standard objects to PDX objects. Procedure Identify any custom subtypes or data model changes. If the default PDX transfer option set and transfer mode are not appropriate for scoping your Teamcenter data for export to PDX, define an appropriate transfer option set and transfer mode. Copy the default PDX TIEPDXExportDefault transfer mode file and rename the copy based on your business processes. Update the transfer mode to reference the information that must be exported in a PDX package. For details on how to change the closure rule, filter rule, property set, and revision rule, see Tc XML and PLM XML Configuration for Data Import and Export. Set the opt_pdx_export option in the transfer option set used to export data to PDX to a value of True. Only those option sets with this option set to True are displayed in the PDX Export dialog box. (Transfer option sets delivered with Teamcenter have this option set to True by default.) Create a custom style sheet to transform the custom subtypes or data model differences. Copy the standard PDX style sheet (Tc2PDX.xsl file) located in the TC_DATA\data directory of your Teamcenter installation. Siemens Digital Industries Software recommends renaming the style sheet, for example, WidgetCorpTc2PDX.xsl. Change the style sheet to transform the information required in your exported PDX package. If a style sheet with the same name as your updated style sheet is currently attached to the transfer mode, detach it. From a Teamcenter command window, enter the following command to determine the name of any rules file attached to the transfer mode. Copy plmxml_tm_edit_xsl -u=user-id -p=password -g=group -action=list -transfermode=transfer_mode_name Where transfer_mode_name is the name of the transfer mode you are inspecting. Any rules files attached to the specified transfer mode are listed. If a rules file with the same name as your rules file is attached to the transfer mode, enter the following command to detach the rules file. Copy plmxml_tm_edit_xsl -u=user-id -p=password -g=group -action=detach -transfermode=transfer_mode_name -xsl_file=rule_file_name Where rule_file_name is the name of the rule file identified in the first step of this procedure. Attach the new style sheet to the transfer mode, for example: Copy plmxml_tm_edit_xsl -u=user-id -p=password -g=group -action=attach -transfermode=transfer_mode_name -xsl_file=rule_file_name Configure the PDX package details Set the PDX_pkg_file_name preference at the exporting site. The following keywords are the only keywords supported by PDX_pkg_file_name. The keywords are case sensitive and other values are treated as constants. PDX-string PDX-string is a string constant prefixed to the package file name of each exported package. You can use this to identify the package as desired, such as by the originating site. ItemId Includes the item ID of the exported object as part of the package file name. ItemName Includes the item name of the exported object as part of the package file name. RevId Includes the revision ID of the exported object as part of the package file name. TimeStamp Includes the time stamp information at the time the object is exported as part of the package file name. Deploy the transfer option set Provide your users with the transfer option set name they must select when they are exporting a PDX package, and verify your Teamcenter data exports to PDX as expected. Modify exportable object types (Optional) The values of the AWC_PDX_export_supported_types preference define the object types that can be exported to PDX at your site. By default, AWC_PDX_export_supported_types is set to a list of common object types. Update the values defined with that preference as necessary for your site. Enable vendor filtering (Optional) By default, users export vendor information (such as vendor contact and manufacturer parts information) in PDX files. To allow the users to limit or exclude vendor information when exporting, set the transfer option set's opt_vendor_select option to a value of True. When this option is set as True, users can select specific (or no) vendors for which vendor information is exported.