21 March 2016

Table of Contents

© Copyright 2003-2019 by TECHNIA AB

All rights reserved.

PROPRIETARY RIGHTS NOTICE: This documentation is proprietary property of TECHNIA AB. In accordance with the terms and conditions of the Software License Agreement between the Customer and TECHNIA AB, the Customer is allowed to print as many copies as necessary of documentation copyrighted by TECHNIA relating to the software being used. This documentation shall be treated as confidential information and should be used only by employees or contractors with the Customer in accordance with the Agreement.

This product includes software developed by the Apache Software Foundation. (http://www.apache.org/).

2. Introduction

The TVC Core is the base component for all the components within the TVC suite. TVC Core provides a framework with a large number of features and services that are used by the TVC components. There are also some parts in TVC core that can be used stand-alone, without the presence of any other TVC component. This document describes those features.

The Developer Documentation contains additional information such as descriptions on how to use the TVC Core framework (MVC, Ajax, TVC plugins etc) and how to use classes from TVC Core. This document will focus on the features that are configurable.

3. Collaboration - Discussion

3.1. Introduction

The TVC Collaboration feature adds a set of functionality that allows users to collaborate around ENOVIA™ data in various ways. Some of the features are:

  • Discussions in context of ENOVIA™ objects

  • Real time notifications on discussion events

  • Inbox to view received notifications

  • Profile page with settings and ability to upload an avatar

3.1.1. System Requirements

The following is a list of the requirements for the installation of this TVC. If your system is different, consult Technia before installing. For best performance it is recommended to use the latest version of browsers and application servers.

  • Requires ENOVIA™ V6R2013 or any later version.

  • Application Server according to the ENOVIA™ core product requirements that is also in the list of supported platforms for the Atmosphere framework (see disclaimer below).

    • If you are using multiple application servers, you must read the next chapter.

  • For the Exalead™ powered features you need to install and setup Exalead

Disclaimer: This feature uses a framework called Atmosphere for sending notifications from the server to the clients. This framework supports a wide range of browser and app servers. We will not be able to add support for browsers and/or app servers that is outside of this frameworks support. Also we might not be able to fix issues that could appear in the usage of this framework. See following pages for a list of this frameworks supported platforms and known issues:

Web browser IE11 in IE9 mode is not supported.

3.1.2. Multiple Application Servers

Many environments are scaled horizontally to support a larger amount of users. When having > 1 application server you need to use a load balancer that can divide the users across these application servers somehow.

The Collaboration component uses the web socket technology for setting up persistent connections between clients and servers and this technology has a completely different analogy than the traditional request/response paradigm used in HTTP/HTTPS communication. This will have some impact on your infrastructure since your load-balancer must be able to deal with web sockets correctly.

Technia cannot support every possible infrastructure combination. We can however share information how we have tested it, on what software’s and our configurations. To enable this feature in your own environment / setup-combination you must consult the documentation of your infrastructure components.

3.1.3. App-to-App-Server Communication

Since users in fact are connected to different application servers, but still should be able to receive notifications from other users – there is a need for the application servers to be able to speak with each other.

There are currently two different implementations available that solves this, one of the implementation uses HTTP communication between the servers and the second implementation uses the Open Source library named Ehcache. The latter is the default communication strategy.

The choice of strategy is defined with a TVC init-parameter. The name of the parameter and the possible values are shown below:

tvc.collaboration.appServerNotificationStrategy = ehcache | http
Ehcache™

The Ehcache™ component allows us to setup caches which are replicated among all the other application servers in the same cluster. This replication is done via the RMI protocol and each application server in the cluster is joining a TCP multicast-group.

The strategy of this implementation will try to automatically setup the network communication, but, there are some init-parameters that you may want to fine-tune for some reason or other.

For example, the port that we bind to is automatically picked by selecting a random free port within a specified range. Most likely, you want to define the port manually and in some cases also the network interface to bind to. If your host has multiple network interfaces you might need to specify the host name also. By default, the host name is resolved via the Java API:

InetAddress.getLocalHost().getHostAddress()

Defining the port and host can be done either with JVM system parameters OR TVC init parameters. The parameter name is the same regardless if you define them as a JVM system parameter or as a TVC init parameter. Below is an example how to define as JVM system parameter.

-Dtvc.collaboration.cache.listener.hostName=172.16.16.100
-Dtvc.collaboration.cache.listener.port=2010

The table below shows the additional TVC init parameters that you may want to change in some cases.

Init Parameter Name Description Default Value

tvc.collaboration.cache.listener.portRangeStart

If you have defined a port explicitly as described above, this parameter can be ignored.

Defines the lowest port number that we will try to use.

4001

tvc.collaboration.cache.listener.portRangeEnd

See above. Defines the highest port number that we might use.

41020

tvc.collaboration.cache.listener.socketTimeoutMillis

The number of milli-seconds client sockets will wait when sending messages to this listener until they give up.

2000

tvc.collaboration.cache.provider.multicastGroupAddress

The multi-cast address to be used.

230.0.0.1

tvc.collaboration.cache.provider.multicastGroupPort

The multi-cast port to be used.

446

tvc.collaboration.cache.provider.timeToLive

You can control how far the multicast packets propagate by this setting. Using the multicast IP protocol, the timeToLive value indicates the scope or range in which a packet may be forwarded.

By convention:

  • 0 is restricted to the same host

  • 1 is restricted to the same subnet

  • 32 is restricted to the same site

  • 64 is restricted to the same region

  • 128 is restricted to the same continent

  • 255 is unrestricted

1

tvc.collaboration.exalead.cache.replicateAsynchronously

whether replications are asynchronous (true) or synchronous (false)

false

HTTP Communication

When selecting the HTTP communication approach, each app-server must be able to connect to the other app server(s) in the cluster via HTTP. The implementation will try to identify the URL of the Application server automatically, but, this might in many cases fail due to the setup of load-balancers / proxies and hence you must inform each application server about their own HTTP address. This is done easiest by providing a JVM system parameter to the application server as shown below:

-Dtvc.collaboration.appServerURL=http://the-appserver-machine:8080/enovia

3.1.4. Test Scenario

Technia have during the development of the Collaboration component tested on a setup using an Apache HTTPD server acting as a load-balancer and behind having a couple of app servers running Apache Tomcat. All on a Windows 7 host.

The Apache HTTPD server has lately improved their support for web-socket tunneling, and we were using the version 2.4.10.VC11 (64 bit).

The Apache Tomcat versions were 7.0.56 (64 bit).

Below are the configurations we made. Note that we only provide these as examples and you should and might need to adjust them to your needs.

Apache HTTPD Configuration

The modules we explicitly enabled were:

  • proxy_module

  • proxy_ajp_module

  • proxy_balancer_module

  • proxy_wstunnel_module

  • lbmethod_byrequests_module

  • lbmethod_bytraffic_module

  • slotmem_shm_module

Proxy configuration

<Proxy balancer://ws>
BalancerMember ws://inv3373:8080 route=t8009
BalancerMember ws://inv3373:8081 route=t8010
ProxySet lbmethod=bytraffic
ProxySet stickysession=JSESSIONID
</Proxy>

ProxyPass /enovia/collaboration/communication balancer://ws/enovia/collaboration/communication

<Proxy balancer://ajp>
BalancerMember ajp://inv3373:8009 loadfactor=1 route=t8009
BalancerMember ajp://inv3373:8010 loadfactor=1 route=t8010
ProxySet lbmethod=bytraffic
ProxySet stickysession=JSESSIONID
</Proxy>

ProxyPass /enovia balancer://ajp/enovia
Tomcat Configuration

Each Tomcat instance were started up using a dedicated start script. Since they were all running on the same machine, we had to configure the ports per instance.

In that start script we configured a number of CATALINA_OPTS as shown below.

set CATALINA_OPTS=-Dtvc.collaboration.appServerURL=http://localhost:8080/enovia
set CATALINA_OPTS=%CATALINA_OPTS% -Dtomcat.server.port=8005
set CATALINA_OPTS=%CATALINA_OPTS% -Dtomcat.http.port=8080
set CATALINA_OPTS=%CATALINA_OPTS% -Dtomcat.redirect.port=8443
set CATALINA_OPTS=%CATALINA_OPTS% -Dtomcat.ajp.port=8009

The Tomcat server.xml file were changed (note for readability, only changed parts included):

<Server port="${tomcat.server.port}"

<Connector port="${tomcat.http.port}" redirectPort="${tomcat.redirect.port}" />
<Connector port="${tomcat.ajp.port}" protocol="AJP/1.3" redirectPort="${tomcat.redirect.port}" />

<Engine name="Catalina" defaultHost="localhost" jvmRoute="t${tomcat.ajp.port}">
Apache HTTPD Websocket Proxy Configuration

If apache is used to proxy the request to the tomcat server, websocket request could be dropped. Websocket communication is required for collaboration myspace to work properly.

Following is the configuration done in one of the httpd.conf used in apache with ENOVIA 2017x to proxy websocket requests.

3DSpace_httpd_fragment.conf

# to be added in <VirtualHost _default_:443> section of httpd-ssl.conf
RequestHeader set X-Forwarded-Proto "https"
RequestHeader set X-Forwarded-Port "444"

# TVC Collaboration Websocket configuration Starts

LoadModule proxy_module modules/mod_proxy.so
LoadModule proxy_wstunnel_module modules/mod_proxy_wstunnel.so

RewriteEngine on
ProxyRequests Off
ProxyPreserveHost on

ProxyPass /3dspace/collaboration/communication ws://localhost:8090/3dspace/collaboration/communication
ProxyPassReverse /3dspace/collaboration/communication ws://localhost:8090/3dspace/collaboration/communication

# TVC Collaboration Websocket configuration Ends

ProxyPass /3dspace http://localhost:8090/3dspace
ProxyPassReverse /3dspace http://localhost:8090/3dspace

In Enovia versions which are higher than 2017x and using location-based httpd configuration, proxy pass entries can be added in 3DSpace_httpd_fragment.conf in following way.

# TVC Collaboration Websocket configuration Starts

<Location /3dspace/collaboration/communication>
ProxyPass ws://localhost:9080/3dspace/collaboration/communication
ProxyPassReverse ws://localhost:9080/3dspace/collaboration/communication
</Location>

# TVC Collaboration Websocket configuration Ends

3.2. Installation

After installing TVC, you must perform three tasks in order to take this feature in to use.

3.2.1. Task 1 – Modifying emxNavigator.jsp

The first task is needed in order to include some functionality within the "emxNavigator.jsp" page (resides in the common folder in your application directory). The only change needed in this file, is to add a single line of code.

Just after the "body" element tag, add the line below (shown in bold):

<body ...>
<%@include file = "/tvc/collaboration/emxNavigator.jspf" %>
...

3.2.2. Task 2 – Modifying emxNavigatorDialog.jsp

The second task is needed in order to include some functionality within the "emxNavigatorDialog.jsp" page (resides in the common folder in your application directory). The only change needed in this file, is to add a single line of code.

Just after the "body" element tag, add the line below (shown in bold):

<body ...>
<%@include file = "/tvc/collaboration/emxNavigator.jspf" %>
...

3.2.3. Task 3 – web.xml

The third task needed is the registration of the Atmosphere servlet that is used for sending notifications from the server to the client (https://github.com/Atmosphere/atmosphere). The following lines should be added to web.xml

<servlet>
    <servlet-name>AtmosphereServlet</servlet-name>
    <servlet-class>org.atmosphere.cpr.AtmosphereServlet</servlet-class>
    <async-supported>true</async-supported>
    <init-param>
        <param-name>org.atmosphere.cpr.packages</param-name>
        <param-value>com.technia.tvc.collaboration.core.io</param-value>
    </init-param>
    <init-param>
        <param-name>org.atmosphere.annotation.packages</param-name>
        <param-value>com.technia.tvc.collaboration.core.io</param-value>
    </init-param>
    <load-on-startup>5</load-on-startup>
</servlet>
<servlet-mapping>
    <servlet-name>AtmosphereServlet</servlet-name>
    <url-pattern>/collaboration/*</url-pattern>
</servlet-mapping>

The following system properties could be used to control atmosphere client behavior. The browser cache need to be cleared after the change of these properties.

Property Description Default Value

tvc.collaboration.atmosphere.reconnectInterval

Duration in millisecond to reconnect the Atmosphere transport client to the server

60000

tvc.collaboration.atmosphere.maxReconnectOnClose

Number of attempts to reconnect the Atmosphere transport client to the server

60

tvc.collaboration.atmosphere.transport

Transportation technology to be used by Atmosphere client (websocket/long-polling)

websocket

tvc.collaboration.atmosphere.transport.fallback

Fallback transporation technology in case of absence or failure of primary transporation technology

long-polling

3.2.4. TVC Stand-alone Pages

Collaboration panel are also rendered in stand-alone tvc pages like /launchFromPortal, /loadCategoryTopPanel, /loadTopPanel and /searchBasedTable based on configuration.

Following is the default configuration.

tvc.core.collaboration.inject.pages=launch-portal|top-panel|category-panel|search-table

If collaboration panel injection is not required on any of the supported pages, that page can be removed in the configuration.

tvc.core.collaboration.inject.pages=top-panel|category-panel

Even on the supported stand-alone pages, Collaboration panel is rendered by default only if the page is top most.(Popup or browser tab)

That behavior could be changed with the following property configuration.

tvc.core.collaboration.inject.top.only=true

This could be used in application where emxNagivator.jsp is not configured with collaboration and tvc pages only used for navigation.

image

Figure: Collaboration panel for /launchFromPortal

image

Figure: Collaboration panel for /loadTopPanel

image

Figure: Collaboration panel for /loadCategoryTopPanel

image

Figure: Collaboration panel for /searchBasedTable

3.2.5. Provider

There are three built-in providers available in Collaboration. They are "config"(default), "enovia" and "exalead". The provider value can also be a class full-name which extends "com.technia.tvc.collaboration.core.model.Provider". The provider can be configured as below.

tvc.collaboration.providerClass=config

The default "config" provider enables possibility to have Discussion and Workflow components run in different mode.

tvc.collaboration.discussion.mode=exalead
tvc.collaboration.workflow.mode=enovia

The other "enovia" or "exalead" provider makes both Discussion and Workflow run in same mode.

3.2.6. Exalead™

In order to use any of the features that requires Exalead you need to install Exalead and set it up for collaboration. To enable Exalead for Collaboration there is a TVC Init parameter that needs to be set.

tvc.collaboration.providerClass=exalead

or

tvc.collaboration.providerClass=config
tvc.collaboration.discussion.mode=exalead
tvc.collaboration.workflow.mode=exalead

In order for Exalead to know what data to index for Collaboration the following needs to be added to your Exalead index configuration file.

<BOTYPEFIELDS name="TVCCollaborationSet">
    <FIELD name="TVC_COLLAB_SET_TYPE" select="type" type="STRING" />
    <FIELD name="TVC_COLLAB_SET_ID"
        select="program[TVCCollaborationIndex -method getSetId ${OBJECTID}]"
        type="STRING" />
    <FIELD name="TVC_COLLAB_SET_OWNER" select="owner" type="STRING" />
    <FIELD name="TVC_COLLAB_SET_CONTEXT_ID"
        select="program[TVCCollaborationIndex -method getSetContextIds ${OBJECTID}]"
        type="STRING" />

    <FIELD name="TVC_COLLAB_NOTIFICATION_USER_NAME"
        select="program[TVCCollaborationIndex -method getSelectDataList ${OBJECTID} 'to[TVC Collaboration Notification].from.owner']"
        type="STRING" />
    <FIELD name="TVC_COLLAB_NOTIFICATION_USER_TAGS"
        select="program[TVCCollaborationIndex -method getNotificationUserTags ${OBJECTID}]"
        type="STRING" />
    <FIELD name="TVC_COLLAB_NOTIFICATION_CATEGORIES"
        select="program[TVCCollaborationIndex -method getNotificationCategories ${OBJECTID}]"
        type="STRING" />
    <FIELD name="TVC_COLLAB_NOTIFICATION_STATUS"
        select="program[TVCCollaborationIndex -method getNotificationStatus ${OBJECTID}]"
        type="STRING" />
    <FIELD name="TVC_COLLAB_NOTIFICATION_UNREAD_USERS"
        select="program[TVCCollaborationIndex -method getNotificationUnreadUsers ${OBJECTID}]"
        type="STRING" />
    <FIELD name="TVC_COLLAB_FOLLOWUP_USER_NAME"
        select="program[TVCCollaborationIndex -method getSelectDataList ${OBJECTID} 'to[TVC Collaboration Followup].from.owner']"
        type="STRING" />
    <FIELD name="NAME"
        select="program[TVCCollaborationIndex -method getSetSortValue ${OBJECTID}]"
        type="STRING" fastsort="true" />
</BOTYPEFIELDS>

<BOTYPE name="TVC Collaboration Thread" includes="TVCCollaborationSet,TVCCollaborationThread" />

<BOTYPEFIELDS name="TVCCollaborationThread">
    <FIELD name="TVC_COLLAB_THREAD_CLOUDS"
        select="program[TVCCollaborationIndex -method getClouds ${OBJECTID}]"
        type="STRING" />
    <FIELD name="TVC_COLLAB_THREAD_FIRST_MSG_SENT_FROM" select="from[TVC Collaboration First Message].to.owner"
        type="STRING" />
    <FIELD name="TVC_COLLAB_THREAD_FIRST_MSG_SENT_TO"
        select="program[TVCCollaborationIndex -method getSelectDataList ${OBJECTID} 'from[TVC Collaboration First Message].to.from[TVC Collaboration Sent To].to.owner']"
        type="STRING" />
    <FIELD name="TVC_COLLAB_THREAD_HAS_ATTACHMENT"
        select="from[TVC Collaboration First Message].to.format.hasfile"
        type="STRING" />
    <FIELD name="TVC_COLLAB_THREAD_IMPORTANT"
        select="from[TVC Collaboration First Message].to.attribute[TVC Collaboration Important]"
        type="STRING" />
    <FIELD name="TVC_COLLAB_THREAD_LAST_MSG_SENT_FROM" select="from[TVC Collaboration Last Message].to.owner"
        type="STRING" />
    <FIELD name="TVC_COLLAB_THREAD_LAST_MSG_SENT_TO"
        select="program[TVCCollaborationIndex -method getLastMessageSentTo ${OBJECTID}]"
        type="STRING" />
    <FIELD name="TVC_COLLAB_THREAD_LAST_MSG_SENT_CC"
        select="program[TVCCollaborationIndex -method getLastMessageSentCc ${OBJECTID}]"
        type="STRING" />
    <FIELD name="TVC_COLLAB_THREAD_PRIVATE" select="attribute[TVC Collaboration Private]"
        type="BOOLEAN" />
    <FIELD name="TVC_COLLAB_THREAD_SENT_FROM" select="from[TVC Collaboration Thread Message].to.owner"
        type="STRING" />
    <FIELD name="TVC_COLLAB_THREAD_SENT_TO"
        select="program[TVCCollaborationIndex -method getSelectDataList ${OBJECTID} 'from[TVC Collaboration Thread Message].to.from[TVC Collaboration Sent To].to.owner']"
        type="STRING" />
    <FIELD name="TVC_COLLAB_THREAD_SUBJECT" select="attribute[TVC Collaboration Subject]"
        type="STRING" />
    <FIELD name="TVC_COLLAB_THREAD_SYSTEM_TAGS"
        select="program[TVCCollaborationIndex -method getSystemTags ${OBJECTID}]"
        type="STRING" />
    <FIELD name="TVC_COLLAB_THREAD_USER_TAGS"
        select="program[TVCCollaborationIndex -method getUserTags ${OBJECTID}]"
        type="STRING" />
    <!-- Example of custom index field for a specific tag
    <FIELD name="CUSTOM_TAG_FIELD_OFFICE"
        select="program[TVCCollaborationIndex -method getIndexedSystemTag ${OBJECTID} 'office']"
        type="STRING" /> -->
</BOTYPEFIELDS>

<BOTYPE name="TVC Collaboration Workflow" includes="TVCCollaborationSet,TVCCollaborationWorkflow" />

<BOTYPEFIELDS name="TVCCollaborationWorkflow">
    <FIELD name="TVC_COLLAB_WORKFLOW_TITLE" select="attribute[TVC Collaboration Workflow Title]"
        type="STRING" />
    <FIELD name="TVC_COLLAB_WORKFLOW_STATUS" select="attribute[TVC Collaboration Workflow Status]"
        type="STRING" />
    <FIELD name="TVC_COLLAB_WORKFLOW_COMPLETION_DATE"
        select="attribute[TVC Collaboration Workflow Completion Date]" type="STRING" />
    <FIELD name="TVC_COLLAB_WORKFLOW_DUE"
        select="program[TVCCollaborationIndex -method getWorkflowDue ${OBJECTID}]"
        type="BOOLEAN" />
    <FIELD name="TVC_COLLAB_TASK_ASSIGNED"
				select="program[TVCCollaborationIndex -method getTaskAssigned ${OBJECTID}]"
				type="STRING" />
    <FIELD name="TVC_COLLAB_TASK_STATUS"
				select="program[TVCCollaborationIndex -method getSelectDataList ${OBJECTID} 'from[TVC Collaboration Item].to[*|revision==last].attribute[TVC Collaboration Task Status]']"
				type="STRING" />
</BOTYPEFIELDS>

Sorting in Exalead is only possible to do on the field called "NAME". In case you have other information you need to index and sort on you will probably already have a name field in your config.xml. This means that objects indexed by TVC Collaboration needs to coexist with other objects on what data to index in the name field.

The way forward is to make a JPO in which you determine if the object belongs to TVC Collaboration or not. In case it is a TVC Collaboration object the value to index is determined by Collaboration otherwise it is delegated to the Exalead standard indexing mechanism.

Example code snippet handling the name field:

private static final Collection<String> TVC_COLLABORATION_TYPES = Arrays.asList("TVC Collaboration Thread", "TVC Collaboration Workflow");

if (TVC_COLLABORATION_TYPES.contains(type)) {
    IndexProgram.getMessageSortValueJPO(ctx, args);
    // Or if you have access to the object id directly
    //IndexProgram.getMessageSortValue(objectId);
} else {
    // Logical handling all other type of objects
}

To optimize the indexing performance when there is no other BOTTYPE configutation other than Collaboration specific configuration, use the below:

<INDEXER>
    <LINKTARGET active="false" size="100000"/>
    <!--
     .. other configurations
    -->
</INDEXER>
Exalead Index Configurations

Below properties can be configured to alter default behaviour.

Property Description Default Value

tvc.collaboration.exalead.index.partial

thread is pushed to partial indexing

true

tvc.collaboration.exalead.thread.modified

thread modified date is updated

true

tvc.collaboration.search.pagesize

Result count returned by exalead. This property will be used in case page size is not defined in Workflow find API execution

100

3.2.7. Elasticsearch™

In order to use any of the features that requires Elasticsearch you need to install Elasticsearch and set it up for collaboration. We have tested it for version 7.1.1 and it should work for later versions as well. It is only supported for discussions at the moment and not for workflows. To enable Elasticsearch for Collaboration there is a TVC Init parameter that needs to be set.

tvc.collaboration.providerClass=elastic

or

tvc.collaboration.providerClass=config
tvc.collaboration.discussion.mode=elastic
tvc.collaboration.workflow.mode=enovia|exalead

In order to control certain aspects of Elasticsearch, following configuration possibilities exists.

Property Key values Description

tvc.collaboration.elasticSearch.hosts

http://localhost:9200 (default)

specify the location of elasticsearch instance

tvc.collaboration.elasticSearch.number_of_shards

1 (default)

specify number of shards to be setup

tvc.collaboration.elasticSearch.number_of_replicas

1 (default)

specify number of replicas to be setup. This is for fail-over/high availability in case some node crashes

tvc.collaboration.elasticSearch.max_result_window

1000 (default)

specify max number of results to be returned when querying elasticsearch

Requires Java 1.8 or any later version.
Elasticsearch configurations
Move the required jar

Move the tvc-elastic-dependency.jar from ../<webapp-name>/WEB-INF/collaboration to ../<webapp-name>/WEB-INF/lib directory.

Configurations in TVCDiscussionConfig.xml

In order for Elasticsearch to know what data to index for Collaboration the following needs to be added to your TVCDiscussionConfig.xml file.

<ElasticSearch>
		<Endpoint>/tvc_collaboration_discussion</Endpoint>
		<Method>PUT</Method>
		<Schema><![CDATA[{
			"properties" : {
				"_mxid" : {
					"type" : "keyword",
					"expression" : "id"
				},
				"_physicalid" : {
					"type" : "keyword",
					"expression" : "physicalid"
				},
				"TVC_COLLAB_SET_NAME" : {
					"type" : "keyword",
					"expression" : "name"
				},
				"TVC_COLLAB_SET_TYPE" : {
					"type" : "keyword",
					"expression" : "type"
				},
				"TVC_COLLAB_SET_ID" : {
					"type" : "keyword",
					"expression" : "id"
				},
				"TVC_COLLAB_SET_OWNER" : {
					"type" : "keyword",
					"expression" : "owner"
				},
				"TVC_COLLAB_SET_CONTEXT_ID" : {
					"type" : "text",
					"expression" : "to[TVC Collaboration Discussion].from.to[TVC Collaboration Discussion Container].from.id"
				},
				"TVC_COLLAB_NOTIFICATION_USER_NAME" : {
					"type" : "text",
					"expression" : "to[TVC Collaboration Notification].from.owner"
				},
				"TVC_COLLAB_NOTIFICATION_USER_TAGS" : {
					"type" : "text",
					"className" : "com.technia.tvc.collaboration.discussion.elasticsearch.impl.NotificationUserTagsDataHandler"
				},
				"TVC_COLLAB_NOTIFICATION_CATEGORIES" : {
					"type" : "text",
					"className" : "com.technia.tvc.collaboration.discussion.elasticsearch.impl.NotificationCategoriesDataHandler"
				},
				"TVC_COLLAB_NOTIFICATION_STATUS" : {
					"type" : "text",
					"className" : "com.technia.tvc.collaboration.discussion.elasticsearch.impl.NotificationStatusDataHandler"
				},
				"TVC_COLLAB_NOTIFICATION_UNREAD_USERS" : {
					"type" : "text",
					"className" : "com.technia.tvc.collaboration.discussion.elasticsearch.impl.NotificationUnreadUsersDataHandler"
				},
				"TVC_COLLAB_FOLLOWUP_USER_NAME" : {
					"type" : "text",
					"expression" : "to[TVC Collaboration Followup].from.owner"
				},
				"TVC_COLLAB_THREAD_CLOUDS" : {
					"type" : "text",
					"className" : "com.technia.tvc.collaboration.discussion.elasticsearch.impl.CloudDataHandler"
				},
				"TVC_COLLAB_THREAD_FIRST_MSG_SENT_FROM" : {
					"type" : "keyword",
					"expression" : "from[TVC Collaboration First Message].to.owner"
				},
				"TVC_COLLAB_THREAD_FIRST_MSG_SENT_TO" : {
					"type" : "text",
					"expression" : "from[TVC Collaboration First Message].to.from[TVC Collaboration Sent To].to.owner"
				},
				"TVC_COLLAB_THREAD_HAS_ATTACHMENT" : {
					"type" : "boolean",
					"expression" : "from[TVC Collaboration First Message].to.format.hasfile"
				},
				"TVC_COLLAB_THREAD_IMPORTANT" : {
					"type" : "boolean",
					"expression" : "from[TVC Collaboration First Message].to.attribute[TVC Collaboration Important]"
				},
				"TVC_COLLAB_THREAD_LAST_MSG_SENT_FROM" : {
					"type" : "keyword",
					"expression" : "from[TVC Collaboration Last Message].to.owner"
				},
				"TVC_COLLAB_THREAD_LAST_MSG_SENT_TO" : {
					"type" : "text",
					"className" : "com.technia.tvc.collaboration.discussion.elasticsearch.impl.LastMessageSentToDataHandler"
				},
				"TVC_COLLAB_THREAD_LAST_MSG_SENT_CC" : {
					"type" : "text",
					"className" : "com.technia.tvc.collaboration.discussion.elasticsearch.impl.LastMessageSentCcDataHandler"
				},
				"TVC_COLLAB_THREAD_PRIVATE" : {
					"type" : "boolean",
					"expression" : "attribute[TVC Collaboration Private]"
				},
				"TVC_COLLAB_THREAD_SENT_FROM" : {
					"type" : "keyword",
					"expression" : "from[TVC Collaboration Thread Message].to.owner"
				},
				"TVC_COLLAB_THREAD_SENT_TO" : {
					"type" : "text",
					"expression" : "from[TVC Collaboration Thread Message].to.from[TVC Collaboration Sent To].to.owner"
				},
				"TVC_COLLAB_THREAD_SUBJECT" : {
					"type" : "keyword",
					"expression" : "attribute[TVC Collaboration Subject]"
				},
				"TVC_COLLAB_THREAD_SYSTEM_TAGS" : {
					"type" : "text",
					"className" : "com.technia.tvc.collaboration.discussion.elasticsearch.impl.SystemTagsDataHandler"
				}
			}
		}]]>
		</Schema>
	</ElasticSearch>

In order to specify the name of the index, <Endpoint> tag is used. Elasticsearch supports only lowercase characters.

<Endpoint>/tvc_collaboration_discussion</Endpoint>
Configurations for adding an additional custom field

In order to add custom fields, simply add them to the <Schema>..</Schema> json above and define a "type" and "className" or "expression". A custom class for a custom field should implement the following interface,

com.technia.tvc.collaboration.discussion.elasticsearch.ESDataHandler

For indexing a specific system tag, you need to implement the following abstract class and implement the method getKey() to specify the Tag that needs to be indexed.

com.technia.tvc.collaboration.discussion.elasticsearch.impl.IndexedSystemTagDataHandler
It’s important to restart the Application Server and Sync Service, if you delete the Index in ElasticSearch manually, otherwise the schema will not be set correctly.
All the Exalead powered feature are supported with elastic search.
Backup Sync Service

The call to index an object in elastic search is made as soon as the transaction is committed. However, there could be scenarios where the index fails due to network issues etc. So in order to cover those scenarios, there is a possibility to setup a backup sync service which will look for objects which are not indexed and will try to index them. Follow these steps to setup the service as a windows service.

  1. Copy the batch files from ../3dspace/WEB-INF/collaboration to your preferred local folder like C:/temp/ESSyncService

  2. Download NSSM (64 bit) and copy the .exe to the same folder above (C:/temp/ESSyncService)

  3. Rename the nssm.exe to TVC-ES-Indexing-Application.exe.

  4. Modify the setup.bat file with the correct path etc. and remove what is not applicable for your setup.

  5. Modify InstallEsIndexing.bat with the correct paths etc. The default service name is "TVC-ES-Indexing-Application-localhost" which can be changed as desirable.

  6. Now run the InstallEsIndexing.bat as administrator and the service will be installed.

In order to control certain aspects of the sync service, you need to create "indexing.properties" file in the same folder specified above (C:/temp/ESSyncService) with all the following properties.

Property Key values Description

tvc.esindexing.resourceRootDirectory

C:/webapp/3dspace/WEB-INF/tvc

specify the location of tvc

tvc.esindexing.threadpoolsize

5

specify the number of threads to be used for indexing

tvc.esindexing.thread.findlimit

5000

specify the number of non-indexed objects to search for at a time. If the threadpoolsize is 5 and findLimit is 5000 then each thread will index 1000 objects

tvc.esindexing.monitor.rate

5

specify (in secs.) the rate at which the service should look for non-indexed objects in the database

tvc.esindexing.user

creator

specify the context user

tvc.esindexing.password

specify the context user password

tvc.esindexing.forcereindex

true or false

if TRUE then the service will re-index already indexed objects as well, otherwise only non-indexed objects will be indexed

The server where the sync service needs to be setup should have a 64-bit JDK. It will not work with a 32-bit JDK.

In order to control logging, you need to create "logging.properties" file with something like this. Also update the location where the log file should be created.

# Configure root logger
log4j.rootLogger=ERROR

log4j.logger.com.technia.tvc = INFO, TVC_APPENDER, TVC_CONSOLE_APPENDER

log4j.appender.TVC_CONSOLE_APPENDER=com.technia.tvc.log4j.ConsoleAppender
log4j.appender.TVC_CONSOLE_APPENDER.layout=com.technia.tvc.log4j.PatternLayout
log4j.appender.TVC_CONSOLE_APPENDER.layout.ConversionPattern=[TVC-ESINDEXING] [%t]%x %5p %d{ISO8601} (%F:%L) - %m%n

# Configure TVC_APPENDER
log4j.appender.TVC_APPENDER=com.technia.tvc.log4j.DailyRollingFileAppender
log4j.appender.TVC_APPENDER.File=C:/Temp/syncService/logs/TVC-Esindexing456.log
log4j.appender.file.MaxFileSize=10MB
log4j.appender.TVC_APPENDER.layout=com.technia.tvc.log4j.PatternLayout
log4j.appender.TVC_APPENDER.layout.ConversionPattern=[TVC-ESINDEXING] [%t]%x %5p %d{ISO8601} (%F:%L) - %m%n
Delete Use Case

Today, deletion of "TVC Collaboration Threads" is not available as part of the standard product. However, there could be use cases where you would like to delete old (older than 90 days) thread objects to get rid of old data like using a cron job. ElasticSearch indexing supports this use case and in order to remove/delete the objects from elastic search index, you need to call the elastic search in the following way. This should be called after the objects are successfully deleted from the database i.e after the transaction is committed in the databse. Also, if the deletion request to elastic search fails due to network issue, the request will be persisted in the database and the backup sync service will try to remove those objects from elastic search index again until successful.

ElasticSearch.getInstance().indexer().remove(Identifier physicalId);
ElasticSearch.getInstance().indexer().removeAll(List<Identifier> physicalIds);

3.2.8. 3DDashboard Widgets

Collaboration True widgets can be configured through the widget preferences in the administrator’s dashboard. It runs directly inside the 3DDashboard widget iframe. The following widgets URL can be used to configure myspace and panel as a custom Application in 3DDashboard.

  • Myspace : <server-url>/webapps/tvc/collaboration/tvcCollaborationMyspaceWidget.html

image

  • Panel : <server-url>/webapps/tvc/collaboration/tvcCollaborationPanelWidget.html

image

Refer 3DDashboard chapter for configuring the widget app.

Drag and drop support in panel widget

The collaboration panel needs a context object to show the related sets. If there is no context object, the panel widget will show the message to drop an object.

Drop messages can be changed and internationalized through the widget string resource file which exists under the <webapps>\tvc\collaboration\asset\nls location.

Users can drag an object from TVC Widget, Helium True Widget, and DS OOTB widgets and drop it over the TVC Collaboration Panel widget to refresh the panel with the dropped object as context.

image

Collaboration Widget Publish/Subscribe

TVC collaboration panel widget can be subscribed for other widgets to refresh the panel widget by clicking the other widget’s table link. Users need to add the comma separate widget ids in the Widget to Subscribe field on the Edit preferences page.

It can also be published for other widgets, so on clicking the context object link in collaboration widgets, respected widgets will be refreshed. For such a case, the user needs to add the widget id of the panel widget into the Widget to Subscribe field in the Edit preferences page of other widgets.

image

Open With Support

The 3DExperience widget in 3DDashboard offers the ability to open object in different widgets. Open With context menu has been introduced in collaboration widgets to open object in different widgets. This feature will be useful in scenario where user can view and also pin the object details in any other widget/app for later use.

image

3.3. Discussions

The discussion functionality allows you to discuss around any type of object in Enovia. The discussion functionality is located in a side panel on the right side of the page content. This allows the users to discuss around an object while still being able to navigate around the different pages of an object.

3.3.1. Discussion panel setup

The panel that contains the discussion functionality is located in the right side of the application. It is injected on the side of the page content so It will stay visible even when navigating around the different pages of an object. The panel is collapsed by default and will be expanded on click.

image

After clicking on the panel it will be expanded towards the left side and show the discussions for the object that you are currently in context of.

image

If you disabled the discussion functionality for some object types by configuration the panel will be greyed out and the user will not be able to expand it.

3.3.2. Single Discussion Load

If there is single set in the set list and user want to load the details of set on load of panel or on switching the panel tab then following system property need to be set as true (default:false).

Property Description Default Value

tvc.collaboration.panel.showSingleSet

to load the details of set if there is only one in the list

false

In Single set load, set id priority will be in following order:

  1. Passed setId in panel load option

  2. Set Id If there is single set in the set list and property is true.

  3. Cached working set Id in session storage

3.3.3. Viewing object discussions

When the user is standing in context of an object that has support enabled for discussions it will be possible to expand the discussion panel in order to view and/or create discussions. The default view of the panel will show a toolbar in the top and below that a list of all the discussions that has been started around the context object.

image
Figure 1. Listing context object discussions

Each discussion in the list is clickable. The entire discussion will be loaded when a user clicks on it. See next chapter for more details on that.

3.3.4. Viewing a discussion

When a discussion in the list has been clicked it will load the entire discussion in the panel. In this view the user will be able to see all the messages in the discussion and also have the ability to reply to it.

image
Figure 2. Showing a discussion

3.3.5. Discussion Command

Command like ShowWatchers, ToggleWatch, Reply and customize command are configurabale. possible command position are HEADER, FOOTER , BOTH. By defalut command, Reply position are BOTH.

public class DiscussionReply extends Command {
	...
    public DiscussionReply(MenuContext ctx) {
		...
        this.setPosition(Position.BOTH);
		...
    }
	...
}

3.3.6. Creating a new discussion

In order to create a new discussion you use the action in the top toolbar (plus sign). That will launch a form that allows you enter the data needed to create a new discussion.

image
Figure 3. Creating a new discussion

The following data can be entered:

  • The subject of the discussion

  • A flag that indicates if the discussion is important or not (visual indication)

  • A list of recipients. If this is set then the message will be "private" and only visible to these users. Otherwise it will be public and visible to everyone that has access to this object.

  • A set of user "tags". Currently this is only used for display but in coming releases it could be used for loading discussions based on tags.

  • Message content (rich text or plain text)

  • Attachments

3.3.7. Replying to a discussion

A user can reply to a discussion using the reply button located at the top or bottom of the discussion. The reply form is the same as the one you use when you create a new discussion but you are not able to set a subject (see chapter above on creating a new discussion)

image
Figure 4. Replying to a discussion

3.3.8. Closing a discussion

When a discussion is no longer required to continue, the user can close the discussion using the close button located at the top of the discussion. Once the discussion is closed, replying to a discussion is not possible. By default, only the owner of the discussion can access the close discussion command.

image
Figure 5. Closing a discussion

3.3.9. Opening a discussion

In some cases, the user may need to reopen the discussion. In those cases, the user can reopen the discussion using the open button located at the top of the discussion. By default, only the owner of the discussion can access the open discussion command.

image
Figure 6. Opening a discussion

3.3.10. Printing a discussion

To print a discussion that happened in any context, the user can use the print button located at the top of the discussion.

image
Figure 7. Printing a discussion

3.3.11. Deleting a discussion

When a discussion is no longer required, the user can delete the discussion using the delete button located at the top of the discussion.

Once the discussion is deleted, undo is not possible. By default, the only owner of the discussion can access the delete discussion command.

image
Figure 8. Deleting a discussion

3.3.12. Discussion Commands Configuration

Users can configure the discussion behaviour by changing the below properties in the string resource file.

Property Description Default Value

tvc.collaboration.thread.status.active

Active discussion status

Active

tvc.collaboration.thread.status.inactive

Inactive discussion status

Inactive

tvc.collaboration.discussion.toaster.delete.success

Delete success message

Discussion is deleted successfully

tvc.collaboration.discussion.toaster.close.success

Close success message

Discussion is closed successfully

tvc.collaboration.discussion.toaster.open.success

Open success message

Discussion is reopened successfully

The following system properties are introduced to control commands behaviour.

Property Description Default Value

tvc.collaboration.discussion.command.delete

Delete discussion command

false

tvc.collaboration.discussion.command.open

Open discussion command

false

tvc.collaboration.discussion.command.close

Close discussion command

false

tvc.collaboration.discussion.command.print

Print discussion command

true

3.3.13. Create/Reply Discussion Form Configuration

Using tvc.properties create/reply discussion form fields can be configured to be hidden except Subject and Message fields.

Property Description Default Value

tvc.collaboration.showPrivate

To show Private Filed

false

tvc.collaboration.showImportant

To show Important Filed

true

tvc.collaboration.showToRecipient

To show To Recipient Filed

true

tvc.collaboration.showCcRecipient

To show Cc Recipient Filed

true

tvc.collaboration.showWatcher

To show Watcher Filed

true

tvc.collaboration.showUserTags

To show User Tags Filed

false

tvc.collaboration.showContextObjects

To show Context Objects Filed (shown for multiple context objects)

true

tvc.collaboration.showDropzone

To show Dropzone Filed

true

tvc.collaboration.focus.message.reply

To focus message field on reply

false

3.3.14. Configuration

The ability to discuss around objects can be configured on the server. This is done in a file called TVCDiscussionConfig.xml that is placed in /WEB-INF/classes/TVCDiscussionConfig.xml. If you skip to have this configuration file the users will be able to discuss around ANY object in Enovia with default settings.

Below is an example configuration file that shows the supported elements and their location.

<DiscussionConfigs>
    <TabOrder>1</TabOrder>
    <ConfiguredTypes>
        <Type derived="false" status="disabled">type_MechanicalPart</Type>
        <Type derived="false" status="expand" if="$&lt;context.user.isassigned[role_Designer]&gt;">type_HardwarePart</Type>
        <Type derived="false" status="disabled">type_HardwarePart</Type>
        <Type derived="false" status="enabled">type_NutPart</Type>
        <Type derived="false" status="enabled" className="com.technia.tvc.collaboration.discussion.model.dao.enovia.config.builtin.DiscussionConfigType">type_NutPart</Type>
    </ConfiguredTypes>
    <DiscussionConfig for="Part" if="attribute[Usage] != Abc">
        <TagHandler className="..."/>
        <Tags>
            <Object>
                <Tag select="type" key="kind"/>
                <Tag select="name" key="identifier"/>
                <Tag select="revision" key="revision"/>
                <Tag select="current" key="state"/>
            </Object>
            <User>
                <!-- user specific tag. used for custom context action and filter. -->
                <Tag key="xfav" value="false" />
            </User>
        </Tags>
        <ContextInfoResolver>
            <Macro>${TYPE}, ${NAME} : ${REVISION}</Macro>
            <URL>/common/emxNavigator.jsp?objectId=${OBJECTID}</URL>
        </ContextInfoResolver>
        <Cloud>true</Cloud>
        <Toolbar>tvc:menu:tvx:collaboration/CustomToolbar.xml</Toolbar>
        <Filter ref="tvc:collaborationfilter:tvx:collaboration/Product.xml" />
    </DiscussionConfig>
    <ObjectIdResolver/>
    <OrganizationResolver/>
    <ContextInfoResolver/>
    <DiscussionConfigSorter className="com.technia.tvc.collaboration.discussion.model.dao.enovia.config.DefaultDiscussionConfigSorter" />
    <DiscussionPanelThreadActions>tvc:menu:tvx:collaboration/CustomMenu.xml</DiscussionPanelThreadActions>
    <InboxThreadActions>tvc:menu:tvx:collaboration/CustomMenu.xml</InboxThreadActions>
    <TagIndexFieldMapping>
        <Tag key="office" fieldName="CUSTOM_TAG_FIELD_OFFICE" />
    </TagIndexFieldMapping>
</DiscussionConfigs>
TabOrder

This element defines the component position in sidepanel and myspace. The text value should be integer and Components are arranged in ascending order.

Tab Persistence

To open the collaboration panel for a context object with previously active component tab or set, browser storage is used.

This behavior could be controlled by using different type of storage which is handled by following property.

Property Key values Description

tvc.collaboration.panel.storage.preference

memory(default)

persist only for panel instance

local

persist until the user manually clears the browser cache or until your web app clears the data

session

persist until the window or tab is closed.

ConfiguredTypes

The <ConfiguredTypes> tag allows configuration of component’s visibility for different types in the system. The child elements for this are <Type>

Type

This element allows you to control the collaboration behavior for a specific type. Following are the supported attributes for Type element.

Attribute Description Default Value

status

enabled, disabled, hidden, expand (enabled and automatically opened side panel) or none

none

derived

whether status applicable to derived types

true

if

whether configuration is applicable

className

class extending com.technia.tvc.collaboration.core.model.dao.enovia.config.panel.DefaultConfigType for custom logic

Status Persistence

Following system property can be used to persist the panel status of a context object type for a user.

Proeprty Description Default Value

tvc.collaboration.panel.status.persist

Persist the status through the data object of a person

false

Default panel status for non-configured type is "disabled".

Following property can be used to change the behaviour.

Property Description Default Value

tvc.collaboration.discussion.panel.status

hidden

disabled

DiscussionConfig

The <DiscussionConfig> element is used if you want to configure the discussion behavior for a type of object. You can have any amount of this element in your configuration. This is currently used in order to configure system generated tags that are saved on each discussion.

TagHandler

Allows you to point out a class that will have the logic for writing system generated tags on discussions. The complete name of the class to use is added to the attribute called "className". That class has to implement the interface com.technia.tvc.collaboration.core.model.tag.TagHandler.

Tags

This element allows you to generate system tags added to discussions. You can add any amount of child elements with the name <Tag>. On that element the "select" attribute is used for adding a select expression for fetching values to save and the "key" element specifies the key to save it on. All tags are saved together as a JSON string in an attribute.

ContextInfoResolver

This element is applicable to a single CollaborationConfig (i.e DiscussionConfig or WorkflowConfig) and also to all CollaborationConfigs. This element can be used to configure custom settings for the context information related to an object (used to display a link to the context object for a discussion/workflow).

The child element <Macro> is used to configure the "display name" and the <URL> element is used to configure the URL to the context object.

The child element <FileInfoResolver> is used to configure the File Actions displayed in the inbox if the context object holds files. If TVC Office component is available, the actions behave similar to column type "actions".

Default implementation resolves display name from <Macro> ${type}, ${name} : ${revision}</Macro> and context URL from <URL> /common/emxNavigator.jsp?objectId=${OBJECTID}</URL>.

The complete name of the class to use is added to the attribute called "className". That class has to implement the interface com.technia.tvc.collaboration.core.model.context.ContextInfoResolver.

Following properties can be used to configure the behavior of context path.

Property Description Default Value

tvc.collaboration.contextpath.popup

Whether context path should be opened popup

false

tvc.collaboration.contextpath.popup.width

Width of context path popup window in pixel

900

tvc.collaboration.contextpath.popup.height

Height of context path popup window in pixel

700

tvc.collaboration.helium.route

Whether to use helium route when running in Helium

true

TagIndexFieldMapping

This element makes it possible to map a specific tag against a field that is indexed in Exalead. This feature is optional but should be used when you have advanced filters against tags since the performance is improved.

<TagIndexFieldMapping>
  <Tag key="office" fieldName="CUSTOM_TAG_FIELD_OFFICE" />
</TagIndexFieldMapping>

To get Exalead to index this field you also have to add the following to your exalead index configuration next to the other fields that are indexed for threads.

<FIELD name="CUSTOM_TAG_FIELD_OFFICE"
	   select="program[TVCCollaborationIndex -method getIndexedSystemTag ${OBJECTID} 'office']"
	   type="STRING" />
Cloud

Configures if clouds should be generated. Clouds are used to label messages with one or more entities (other than the context object). Read more about Clouds in later chapters.

ObjectIdResolver

This element is required only when custom parameters instead of objectId passed to load discussions. Allows you to point out a class that will have the logic for returning objectId from the parameters.

Default implementation resolves objectId based on type, name, revision and vault values separated by &. (type=Part&name=10001&revision=1&vault=Production).

The complete name of the class to use is added to the attribute called "className". That class has to implement the interface com.technia.tvc.collaboration.core.model.dao.enovia.config.ObjectIdResolver.

OrganizationResolver

This element allows to return the Organization of the user, which can be used to show along with user name is Collaboration component. When there are multiple Organizations returned for the user, multiple entries will be shown in the autocomplete for the given user each for each organization.

Default implementation resolves Organizations based on Member relationship to Organization by "Organization Name" attribute value.

The complete name of the class to use is added to the attribute called "className". That class has to implement the interface com.technia.tvc.collaboration.core.model.dao.enovia.config.OrganizationResolver.

This element also supports an attribute called "select" which can be selectable to get Organization value.

<OrganizationResolver select="attribute[Organization Name]"/>.

From/Sender user organization is resolved using the implementation of OrganizationResolver’s getSenderOrganizations.

This property has to be enabled for Organization

tvc.collaboration.showOrganization=true.

Following properties can be used to tune autocomplete field.

Property Description Default Value

tvc.collaboration.showOrganization

To enable Organizations inside collaboration component

false

tvc.collaboration.autocomplete.startWith

Whether search criteria should match starting instead of contains

false

tvc.collaboration.autocomplete.minLength

No. of characters after autocomplete initiated

2

tvc.collaboration.autocomplete.loadThrottle

No. of milliseconds after autocomplete initiated

400

tvc.collaboration.autocomplete.caseSensitive

Whether search criteria should be case sensitive

false

tvc.collaboration.autocomplete.clear.client.cache

Whether to clear existing cached search result

false

tvc.collaboration.autocomplete.loadOnFocus

To preload and open the assignee list on focus

false

public class TestOrganizationResolver extends DefaultOrganizationResolver {

    @Override
    public List<Organization> getOrganizations(String user) throws TVCException {
        return super.getOrganizations(user);
    }

    @Override
    public List<Organization> getSenderOrganizations(OrganizationContext context) throws TVCException {
        //context contains Message, previously resolved Organizations, contextIds and Env
        return super.getSenderOrganizations(context);
    }
}

image

PersonSuggestionsResolver

This element is applicable to a single CollaborationConfig (i.e DiscussionConfig or WorkflowConfig) and also to all CollaborationConfigs.

This element is used to get the user Suggestions for auto complete field along with the recently selected users.

The attribute select is used to configure expression which will be executed for context ids to get the person suggestions.

<PersonSuggestionsResolver className="tvc.collaboration.person.suggestions.TestPersonSuggestionsResolver" select="context.user"/>

The complete name of the class to use is added to the attribute called "className". That class has to implement the interface com.technia.tvc.collaboration.core.model.person.suggestions.PersonSuggestionsResolver.

This property can be used for disabling the saving and displaying the suggestions. It is true by default.

tvc.collaboration.autocomplete.suggestions.enabled=true.

Following properties can be used to tune suggestions for autocomplete field.

Property Description Default Value

tvc.collaboration.autocomplete.suggestions.count

Max number of suggestions to be displayed

5

tvc.collaboration.autocomplete.search.fields

search criteria should based on the field of the search result. value is comma separated field list such as "label,value"

label

public class TestPersonSuggestionsResolver extends DefaultPersonSuggestionsResolver {

    @Override
    public List<Organization> getSuggestions(PersonSuggestionsData data){
        return super.getOrganizations(data);
    }

}

TVCDiscussionConfig.xml

<DiscussionConfigs>
...
    <DiscussionConfig for="type_Part">
        <PersonSuggestionsResolver select="owner"/>
    </DiscussionConfig>

    <PersonSuggestionsResolver select="context.user"/>
...
</DiscussionConfigs>
ContextInfoResolver

This element is applicable to a single CollaborationConfig (i.e DiscussionConfig or WorkflowConfig) and also to all CollaborationConfigs. This element can be used to configure custom settings for the context information related to an object (used to display a link to the context object for a discussion/workflow).

The child element <Macro> is used to configure the "display name" and the <URL> element is used to configure the URL to the context object.

The child element <FileInfoResolver> is used to configure the File Actions displayed in the inbox if the context object holds files. If TVC Office component is available, the actions behave similar to column type "actions".

Default implementation resolves display name from <Macro> ${type}, ${name} : ${revision}</Macro> and context URL from <URL> /common/emxNavigator.jsp?objectId=${OBJECTID}</URL>.

The complete name of the class to use is added to the attribute called "className". That class has to implement the interface com.technia.tvc.collaboration.core.model.context.ContextInfoResolver.

Following properties can be used to configure the behavior of context path.

Property Description Default Value

tvc.collaboration.contextpath.popup

Whether context path should be opened popup

false

tvc.collaboration.contextpath.popup.width

Width of context path popup window in pixel

900

tvc.collaboration.contextpath.popup.height

Height of context path popup window in pixel

700

tvc.collaboration.helium.route

Whether to use helium route when running in Helium

true

DiscussionConfigSorter

This element allows configuration of custom sort program for DiscussionConfigs.

The complete name of the class to use is added to the attribute called "className". That class has to implement the interface com.technia.tvc.collaboration.discussion.model.dao.enovia.config.DiscussionConfigSorter.

Rich Text Editor

A Rich Text Editor can be enabled instead of the standard message field when creating or replying to discussions. This editor allows the user to write messages using "rich text", enabling more advanced formatting.

The editor is enabled globally in the TVCDiscussionConfig.xml file. The default and preferred editor is called TinyMCE (https://www.tinymce.com/) but there is also legacy support for the editor called Trumbowyg (https://alex-d.github.io/Trumbowyg/)

When using the TinyMCE editor it is also possible to configure it by passing custom init settings. This is done using the optional <EditorSettings> element. Check the TinyMCE web page for documentation on valid settings.

i. The settings has to be valid JSON. See example below
ii. Rich Text Editor tinymce/trumbowyg is supported on Internet Explorer with Ver:11 and above
iii. TinyMCE V5.10.5 is used for tinymce editor.
<DiscussionConfigs>
...
    <RichTextEditor>
        <Editor>tinymce</Editor>
        <!-- <Editor>trumbowyg</Editor> -->
        <EditorSettings><![CDATA[{
          "height": 500,
          "menubar": false,
          "plugins": [
            "advlist autolink lists link image charmap print preview anchor",
            "searchreplace visualblocks code fullscreen",
            "insertdatetime media table contextmenu paste code"
          ],
          "toolbar": "undo redo | insert | styleselect | bold italic | alignleft aligncenter alignright alignjustify | bullist numlist outdent indent | link image",
          "content_css": "//www.tinymce.com/css/codepen.min.css"
        }]]></EditorSettings>
    </RichTextEditor>
</DiscussionConfigs>

3.3.15. Cloud (Exalead powered feature)

Messages are often created in context of an object. It can later on be found when navigating to that particular object and then opening the discussion panel. The cloud concept allows labelling of messages with other entities. It can be other objects or fictive clouds.

Example: Let’s presume we are in the apparel industry. We are working with seasons and each season we launch a number of products which in turn consists of parts. When a message is created on a product it should be labelled with the season cloud. Messages created on a part should be included in both the product and season cloud. Once users navigate to the product or season they can see discussions related to the product/season cloud.

Cloud Locator

The Cloud Locator is used to define the cloud(s) a particular object is part of. It locates the clouds based on object ids.

The locator is used when creating new messages that have clouds enabled (done in the DiscussionConfig). For searching it also used when the "searchBase" is set to cloud. A Clouds Locator is required to be implemented and registered if using the cloud concept.

Cloud Locator interface:

public interface CloudLocator {
    Collection<Cloud> getClouds(Collection<Identifier> ids);
}

Note that the method takes a collection of ids. Messages can be created in context of several objects, hence the collection. The clouds returned should consider all the ids.

Example implementation:

public class ExampleCloudLocator implements CloudLocator {

    private static final Logger logger = Logger.getLogger(ExampleCloudLocator.class);

    @Override
    public Collection<Cloud> getClouds(Collection<Identifier> ids) {
        Collection<Cloud> clouds = new ArrayList<Cloud>();
        try {
            DataExtractor extractor = new DataExtractor()
                .addId(EnoviaIds.asList(ids))
                .addStatement(Statement.ID, Statement.TYPE, Statement.NAME);
            Result result = extractor.perform();
            Iterator<SelectedData> itr = result.iterator();
            while (itr.hasNext()) {
                SelectedData data = itr.next();

                String id = data.getSelectValue(Statement.ID);
                String type = data.getSelectValue(Statement.TYPE);
                String name = data.getSelectValue(Statement.NAME);

                if ("Product".equals(type)) {
                    clouds.add(Cloud.getIntance(id, String.format("Product %s", name)));
                } else if ("Part".equals(type)) {
                    clouds.add(Cloud.getIntance(id, String.format("Part %s", name)));

                    // Add to product cloud
                    Product product = getProduct(id);
                    if (product != null) {
                        clouds.add(Cloud.getIntance(product.getId(),
                                String.format("Product %s", product.getName())));
                    }
                }
            }

        } catch (TVCException e) {
            logger.error(e, e);
        }
        return clouds;
    }

    private Product getProduct(String partId) throws TVCException {
        // Code omitted
    }
}

Register the locator when application server starts in your TVC Plugin class:

public final class AcmePlugin extends TVCComponentBase {

    @Override
    public void init() {
        CloudService.setLocator(new ExampleCloudLocator());
    }
}

3.3.16. Subscriptions

When a discussion is created and sent to some users all of them are automatically subscribed (started watching) to the thread. Any reply to the thread is notified to all the subscribers/watchers of the thread.

Any time user can unsubscribe or stop watching the thread clicking the stop watching. Any time use can start watching the thread by clicking start watching.

image

Start watching / Stop watching action can be performed in inbox as well.

image

When a thread is replied number of watchers to the thread is shown. Clicking the watcher count will show all users watching the thread.

image

3.3.17. Single page mode

By default the reply form is opened in "popups". This is good for visibility since the form gets all focus. However this prevents the users from reading the previous replies while doing a new reply. So if it is more important to be able to see the entire discussion while gruntreplying we have added a new rendering mode called "single page mode". This will do the following two changes to the UI:

  1. The reply form will not be opened in "popups". It is instead rendered directly in the top of the discussion you are replying to (both inbox and side panel).

  2. All discussions are expanded/viewed directly in the same "page" when you click on them. (Instead of reloading the whole page with the clicked discussion)

This mode is enabled by setting the following parameter to true.

Property Description Default Value

tvc.collaboration.discussionpanel.mode.singlePage

Enable single page mode

false

3.3.18. Page Size

By default all notifications and collaboration objects are displayed under myspace and panel but we can limit the page size to limit the objects count on initial load by using following property:

Property Description Default Value Range

tvc.collaboration.inbox.pagesize

limit objects on initial load in myspace

100

10 to 500

tvc.collaboration.discussionpanel.pagesize

limit objects on initial load in panel

50

10 to 500

If there is more objects than the page size exist in system then on scroll next set of page is displayed.

3.3.19. Absence and Delegation

Users can updated their Absence dates and Delegatee to be assigned for any future active Workflow tasks during that period can be configured in Myspace’s Profile Action page.

image
Figure 9. Absence and Delegation Configuration

On selection of absent person for To, CC or assignee field, it will be reflected in red and tooltip will provide the absence related information.

image
Figure 10. Absent Person Selection

Property

Description

Default

tvc.collaboration.person.showAbsenceMessage

To show the absent person selection in red and tooltip for absence details

true

tvc.collaboration.person.profile.startDateInputTime

to add the start day input time on selected date

00:00:00

tvc.collaboration.person.profile.endDateInputTime

to add the end day input time on selected date

23:59:59

tvc.collaboration.person.delegation.cache

to use java object cache to fetch the person delegation information

true

3.4. Notifications

3.4.1. Receiving a notification

At some events that occur in the discussion functionality there are "notifications" sent out to users that are involved in a discussion in one or more ways. If someone starts a discussion around an object then the owner of that object will get a notification. Users will also get notifications when another user is replying to a discussion or message that user started.

These notifications are sent to the user instantly when an event is occurring. We have two ways of notifying the users, one called "Inline notifications" and one called "Web notifications". These work in the same way but are displayed in different ways.

Inline notification (default)

Inline notifications are rendered in the top right corner of the browser window when an event occurs.

image Inline notification

Web notification

Web notifications are displayed on the computer desktop, outside of the browser window. The benefit of this is that you will notice it even if your browser window is minimized. This is currently not supported in Internet Explorer and really old versions of the other browsers. Clicking the notification will show the browser window and open My Space.

image Web notification

3.4.2. Notification Handler

Notification Handler can be used to enable other type of notifications like Email, Log or custom implementations. Default is Web notification which is used to send real-time notification to browsers.

Notification Handler is supported in both Collaboration Configs. (DiscussionConfigs or WorkflowConfigs).

It can be built-in handlers like <Web/>, <Email> or <Log/> or class implementing interface "com.technia.tvc.collaboration.core.model.dao.enovia.config.NotificationHandler"

NotificationHandler contains isValidNotification method which needs to be overridden to avoid the notification for a specific condition.
<WorkflowConfigs> or <DiscussionConfigs>
...
    <Notification>
        <Web />
        <Email />
        <Log />
        <Handler className="com.technia.tvc.collaboration.core.model.dao.enovia.config.notification.LogNotificationHandler" />
    </Notification>
</WorkflowConfigs> or </DiscussionConfigs>
Email Notification Handler

When Email Notification Handler is enabled, notifications will also be sent out to the recipients and watchers via Emails. The email notifications will not be sent to the context person and it can be controlled by the following property.

Property Description Default Value

tvc.collaboration.notification.email.to.context_user

Set true for sending notification and false for blocking.

false

User Preference for Email Notification

Users can enable and disable the Email notification through the profile in Myspace. See Myspace Profile Section for details.

On enabling/disabling the Email Notification, it sets the preference_NotificationEmail property on the person admin object.
Email Templates

Email Notification requires the MX_SMTP_HOST is configured and users have valid email address.

Email Notification Handler uses templates configured in string resources.

Following is the default template property key used for discussion email notifications.

tvc.collaboration.discussion.email.template

Following are the MACROs that can be used as $(MACRO) in the email templates.

FROM_USER
FROM_EMAIL
TO_USER
TO_EMAIL
DATE
MESSAGE
CONTEXT_INFO

Example:

tvc.collaboration.discussion.email.template = <p>Hello $(TO_USER),</p><p>Following message created by $(FROM_USER)<$(FROM_EMAIL)> at&nbsp;$(CONTEXT_INFO)</p> \
<blockquote>$(MESSAGE)</blockquote> \
<pre><em><sub>This message is system generated and sent by TVC Discussion.</sub></em></pre>

When Email Notification Handler is enabled, email notifications are sent out to each recipient as an individual email. The following property can be set to send a single email notification for a message to all the users.

Property Description Default Value

tvc.collaboration.discussion.consolidatedNotify

Set true to send a single email notification for a message to all the users.

false

3.5. My Space

When clicking on the icon in the global toolbar it will open something called "My Space" as a big overlay in the browser window. "My Space" contains a set of different functionality related to the user and the TVC Collaboration feature. Inbox and Profile are the default preconfigured "My Space" Actions. The functionality that is displayed on first load is called "Inbox" and is described in the next chapter. First load "My Space" Action can be rearranged TVCDiscussionConfig.xml.

3.5.1. Inbox

The inbox is a functionality used for displaying all notifications that a user has received. It has a layout that is similar to a mail application.

image

Figure: Inbox displaying notifications

3.5.2. Responsive "My Space" Screen

On opening the "My Space" in the 3DDashboard widget or mobile screen, the user was not able to see the preview section because of less screen width.

With this feature, "My Space" screen will be fully responsive according to different device widths.

If the "My Space" screen width is less than 768px then the "My Space" screen is displayed in responsive mode. The Inbox action menu is converted into responsive sidebar menu icons, the list of inbox notifications is visible to the user and the preview section is hidden. Once the user clicks on any notification, The preview section is visible to the user And hides the inbox notification list. There is a back icon to go back and see the list of inbox notifications. We have a sidebar icon menu on hover that expands, So the user can choose different "My Space" actions.

Configuration

When MySpaceConfig is modified to include other "My Space" Actions. It is mandatory to include default Actions as well. Actions can be reordered. All Inbox derived actions can be repeated with different configuration but with unique action id. Actions can also be grouped under different labels.

<MySpaceConfig>
    <!-- short form -->
    <!-- <InboxAction/> -->
    <!-- custom inbox with custom id -->
    <!-- <InboxAction id="some-unique-action-id"/> -->
    <InboxAction>
        <Font>fa-inbox</Font>
        <Label>Inbox</Label>
        <Label locale="de">Posteingang</Label>
        <Label locale="sv">inkorg</Label>
        <Header>Inbox</Header>
        <Header locale="de">Posteingang</Header>
        <Header locale="sv">inkorg</Header>
        <GroupLabel>Other</GroupLabel>

        <!-- optional advanced feature configurations. more details below. -->
        <ThreadActions className="com.technia.tvc.collaboration.core.test.TestDPLocalThreadActionsProvider">tvc:menu:tvx:collaboration/CustomMenu.xml</ThreadActions>
        <Filter ref="tvc:collaborationfilter:tvx:collaboration/Inbox.xml"></Filter>
        <ContextMenu ref="tvc:menu:tvx:collaboration/CustomMenu.xml"></ContextMenu>
        <Resources>
            <JavaScript src="/tvx/js/custom.js"></JavaScript>
            <StyleSheet src="/tvx/css/custom.css"></StyleSheet>
            <AjaxService service="customService"></AjaxService>
            <Template id="customTemplate" src="/tvx/template/custom.jsp"></Template>
        </Resources>
    </InboxAction>
</MySpaceConfig>

3.5.3. ToMe (Exalead/Elastic powered feature)

"ToMeAction" is a predefined custom Inbox Actions which depends on Exalead that can used in "My Space". This action shows the inbox items sent to the context user as "To" Recipient.

image

Configuration
<MySpaceConfig>
    <ToMeAction></ToMeAction>
</MySpaceConfig>

3.5.4. CcMe (Exalead/Elastic powered feature)

"CcMeAction" is a predefined custom Inbox Actions which depends on Exalead that can used in "My Space". This action shows the inbox items sent to the context user as "Cc" Recipient.

image

Configuration
<MySpaceConfig>
    <CcMeAction></CcMeAction>
</MySpaceConfig>

3.5.5. Unread (Exalead/Elastic powered feature)

"UnreadAction" is a predefined custom Inbox Actions which depends on Exalead that can used in "My Space". This action shows the inbox items which are not read by the context user.

image

Configuration
<MySpaceConfig>
    <UnReadAction></UnReadAction>
</MySpaceConfig>

3.5.6. System Notification (Exalead/Elastic powered feature)

"SystemNotificationAction" is a predefined custom Inbox Actions which depends on Exalead that can used in "My Space". This action shows the inbox items which are system generated. System generated Inbox items are identified using System Tags. Refer the consecutive chapters for configuration.

image

Creating Message using API

Other than user generated, messages can be created in result of system event or trigger actions.

DiscussionDAOFactory factory = DAOFactory.getInstance().getDiscussionFactory();
DiscussionConfigDAO configDAO = factory.getConfigDAO();
MessageDAO messageDAO = factory.getItemDAO();

Message message = new Message();
message.addContextId(configDAO.resolveId("14668.27509.6640.54321"));
message.setFrom(factory.getPersonDAO().read("Adam Sandler"));
message.setImportant(true);
message.setSubject("Fastener Part-EV-0000020-A released");
message.setMessage("Fastener Part-EV-0000020-A released using ECO Eco-00003");
message.setRepliable(false);

//sample tag to denote system notification
message.addSystemTag(Tag.getIntance("event", "trigger"));
//message.addSystemTag(Tag.getIntance("Event", "system"));

message.addRecipient(new Recipient(RecipientType.TO, new Person("Jennifer Aniston")));

Environment env = RequestUtils.newEnv(request);
env.put(Message.SANITIZE_HTML, false); //default is true

messageDAO.create(message, env);
Collection<Notification> notifications = messageDAO.getNotifications(message.getId(), env);
factory.getSetDAO().notify(new NotificationContext.Builder(ctx).setNotifications(notifications).build());
Configuration

SystemNotficationAction should be configured with Filter (see this chapter) with invisible FilterItem which matches the above generated System tag to filter System Notifications.

Other Inbox Actions as well should be configured with Filter which excludes System Notifications.

<MySpaceConfig>
    <SystemNotificationAction>
       <Filter applyOnLoad="true" showOnLoad="true" visibleRowCount="1">
           <Row visible="false">
               <FilterItem>
                   <Operator>EQUAL</Operator>
                   <LogicalOperator>OR</LogicalOperator>
                   <MapsTo>
                      <Tag>
                        <Name>event</Name>
                      </Tag>
                   </MapsTo>
                   <Values>
                       <Value selected="true">
                          <SubmitValue>trigger</SubmitValue>
                          <DisplayValue>trigger</DisplayValue>
                       </Value>
             </Values>
                   <UIControl>text</UIControl>
               </FilterItem>
           </Row>
       </Filter>
   </SystemNotificationAction>

   <!-- System Notifications to be excluded in other Inbox Actions -->
   <InboxAction>
       <Filter applyOnLoad="true" showOnLoad="true" visibleRowCount="1">
           <Row visible="false">
              <FilterItem>
                 <Operator>NOT_EQUAL</Operator>
                 <LogicalOperator>AND</LogicalOperator>
                 <MapsTo>
                     <Field>
                        <Name>TVC_COLLAB_THREAD_SYSTEM_TAGS</Name>
                     </Field>
                 </MapsTo>
                 <Values>
                     <Value selected="true">
                         <SubmitValue>event</SubmitValue>
                         <DisplayValue>event</DisplayValue>
                     </Value>
                 </Values>
                 <UIControl>text</UIControl>
             </FilterItem>
          </Row>
       </Filter>
    </InboxAction>
</MySpaceConfig>

3.5.7. Followup (Exalead/Elastic powered feature)

"FollowupAction" is a predefined custom Inbox Actions which depends on Exalead that can used in "My Space". This action shows the inbox items which are followed by the context user.

Following Inbox items using Context Menu:

image

Followup showing followed item by the context user:

image

Configuration
<MySpaceConfig>
    <FollowupAction></FollowupAction>
</MySpaceConfig>

3.5.8. Deleted (Exalead/Elastic powered feature)

"DeletedAction" is a predefined custom Inbox Actions which depends on Exalead that can used in "My Space". This action shows the inbox items which are deleted using delete context command by the context user.

image

Configuration
<MySpaceConfig>
    <DeletedAction></DeletedAction>
</MySpaceConfig>

3.5.9. Sent (Exalead/Elastic powered feature)

"SentAction" is a predefined custom Inbox Actions which depends on Exalead that can used in "My Space". This action shows the inbox items which are sent by the context user.

image

Configuration
<MySpaceConfig>
    <SentAction></SentAction>
</MySpaceConfig>

3.5.10. Junk (Exalead/Elastic powered feature)

"JunkAction" is a predefined custom Inbox Actions which depends on Exalead that can used in "My Space". This action shows the inbox items which are marked junk using junk context command by the context user.

image

Configuration
<MySpaceConfig>
    <JunkAction></JunkAction>
</MySpaceConfig>

3.5.11. Archive (Exalead/Elastic powered feature)

"ArchiveAction" is a predefined custom Inbox Actions which depends on Exalead that can used in "My Space". This action shows the inbox items which are marked archive using archive context command by the context user.

image

Configuration
<MySpaceConfig>
    <ArchiveAction></ArchiveAction>
</MySpaceConfig>

3.5.12. Profile

The profile page has functionality for doing various types of actions related to the user. It is used for uploading an avatar image that will be displayed in discussions and for controlling user preferences.

image

Figure: Profile Page

Configuration
<MySpaceConfig>
    <ProfileAction></ProfileAction>
</MySpaceConfig>

3.5.13. External

"ExternalAction" is a predefined custom Inbox Actions which can used in "My Space". This action can be used to host External web application inside iframe of Collaboration component.

Bing.com as MySpace Action:

image

Configuration
<MySpaceConfig>
    <ExternalAction id="bing">
        <Label>Bing</Label>
        <Font>fa-search</Font>
        <Header>Bing</Header>
        <Href>http://bing.com</Href>
    </ExternalAction>
    <ExternalAction id="verge">
        <Label>Verge</Label>
        <Header>The Verge</Header>
        <Href>http://www.theverge.com/</Href>
    </ExternalAction>
</MySpaceConfig>

3.5.14. Inbox Context Actions

Inbox will have following context actions which can be applied on multiple selected Inbox items.

Action Description

Mark as Read

Marks the context selected Inbox item as read

Mark as unread

Marks the context selected Inbox item as not read

Follow up

Marks the context selected Inbox item as being followed

Unfollow up

Removes the context selected Inbox item being followed

Categorize

Contains sub actions to add categories and clear categories for the selected inbox item

Delete

Moves the context selected Inbox item to deleted inbox

Junk

Moves the context selected Inbox item to junk inbox

Archive

Moves the context selected Inbox item to archive inbox

Move to Inbox

Moves the context selected item to inbox again

Below properties can be configured to show the context actions like Delete, Archive, Junk and Move to Inbox

Property Description Default Value

tvc.collaboration.inbox.context.command.delete

Whether to show Delete context command

false or true when <DeleteAction> configured

tvc.collaboration.inbox.context.command.junk

Whether to show Junk context command

false or true when <JunkAction> configured

tvc.collaboration.inbox.context.command.archive

Whether to show Archive context command

false or true when <ArchiveAction> configured

tvc.collaboration.inbox.context.command.moveToInbox

Whether to show Move To Inbox context command

false or true when <DeleteAction> or <JunkAction> or <ArchiveAction> configured

image

Category’s label can be changed using "All Categories…​" context action.

image

Custom Context Action configuration

It is possible to add additional context action commands to Inbox Context Menu. This customization can be done with xml configuration.

The additional context actions for the specific inbox can be configured like this (placed inside a <InboxAction> or something that is derived from that).

<MySpaceConfig>
    <InboxAction>
        <ContextMenu ref="tvc:menu:tvx:collaboration/CustomContextMenu.xml"></ContextMenu>
  </InboxAction>
</MySpaceConfig>

image

Configuration element details

All the different configuration elements share the same abilities of configuration. You can ADD commands using a TVC XML menu configuration.

By adding a reference to a TVC XML menu configuration it is possible to add one or more actions. This uses the same menu configuration as other TVC (not everything supported though). Below is an example configuration:

<Menu>
    <Command>
        <Label>Welcome</Label>
        <Href>
            <![CDATA[
            javascript:alert('Hello!');
            ]]>
        </Href>
    </Command>
    <Command>
        <Label>Favourite</Label>
        <Href>
            <![CDATA[
            javascript:$inbox.updateUserTag($notification, 'xfav', 'true', false);
            ]]>
        </Href>
        <Setting name="enablerScript">
           <![CDATA[
            (function(notifications, name, value){
				return notifications.map(function(notification) {
                    var tag = notification.userTags.filter(function(tag) {
                    return tag.name === name;
                  });
                  return tag.length == 0 || tag[0].value== 'false';
                }).indexOf(true) > -1
            })(notification, 'xfav');
            ]]>
        </Setting>
        <Setting name="visibilityScript">
            <![CDATA[
            (function($inbox, id){
                return $inbox.getActionId() !== id;
            })($inbox, 'favourite-inbox');
            ]]>
        </Setting>
    </Command>
    <Command>
        <Label>Unfavourite</Label>
        <Href>
            <![CDATA[
            javascript:$inbox.updateUserTag($notification, 'xfav', 'false', $inbox.getActionId() === 'favourite-inbox');
            ]]>
        </Href>
        <Setting name="enablerScript">
            <![CDATA[
            $inbox.tagEnablerScript(notification, 'xfav', 'true');
            ]]>
        </Setting>
    </Command>
    <Command>
        <Label>Close</Label>
        <FontIcon>fa fa-pause</FontIcon>
        <Alt>Custom Close</Alt>
        <Href>
            <![CDATA[javascript:$context.closeDiscussion($event);]]>
        </Href>
		<AccessExpression><![CDATA['Test Everything' == context.user]]></AccessExpression>
		<Setting name="Status"> Active </Setting>
    </Command>
        <Command>
        <Label>Open</Label>
        <FontIcon>fa fa-play</FontIcon>
        <Href>
            <![CDATA[javascript:$context.openDiscussion($event);]]>
        </Href>
		<Setting name="Status"> Inactive </Setting>
    </Command>
    <Command>
        <Label>Delete</Label>
        <FontIcon>fa fa-times</FontIcon>
        <Href>
            <![CDATA[javascript:$context.deleteDiscussion($event);]]>
        </Href>
    </Command>
</Menu>

Use the <Image> element to control the action icon. Action command’s JavaScript executed on command click. Use the <Label> element for adding a text to the action.

AccessExpression

The setting is to control command visibility based on condition. Also, settings like AccessProgram and AccessFunction are supported.

Status

The setting to show a custom command based on discussion thread status. ex. If status is Active, the custom command is only visible when discussion thread status is Active.

Href

Here $inbox', '$notification' are script objects in scope when action command executes. other scope objects are '$event', 'notification', '$command'.

updateUserTag is method available on $inbox object.

  • first parameter is $notification (selected items)

  • second parameter is custom tag. it can be any valid tag name.

  • third parameter is custom tag value. it can be any valid tag value.

  • fourth parameter is boolean. 'true' will remove the selected item from view. 'false' does nothing.

    • ex: $inbox.getActionId() === 'favourite-inbox' evaluates to true or false. when true, selected item is removed from view. when current inbox is "favourite-inbox" and unfavouriting a item will remove the item from view.

<Command>
   <Href>
   <![CDATA[
    javascript:$inbox.updateUserTag($notification, 'xfav', 'true', false);
   ]]>
   </Href>
</Command>

<!-- or -->

<Command>
   <Href>
   <![CDATA[
    javascript:$inbox.updateUserTag($notification, 'xfav', 'true', $inbox.getActionId() === 'favourite-inbox');
   ]]>
   </Href>
</Command>

enablerScript

setting to a custom script function to show the command 'enabled' or 'disabled'. The function can use builtin scope objects like '$notification', 'notification', '$component' and '$inbox'.

tagEnablerScript is method available on $inbox object. returns true if any selected notifications contains the given tag and value.

TVC-2018.4.0 onwards, selection of multiple message has been supported for context action. So the first parameter will be an array of notification object and enabler script must be modified accordingly for proper behavior. Please refer the sample script.
  • first parameter is notification (selected items data which is an Array)

  • second parameter is custom tag. it can be any valid tag name.

  • third parameter is custom tag value. it can be any valid tag value.

<Command>
    <Setting name="enablerScript">
        <![CDATA[
            (function(notifications, name, value){
				return notifications.map(function(notification) {
                    var tag = notification.userTags.filter(function(tag) {
                    return tag.name === name;
                  });
                  return tag.length == 0 || tag[0].value== 'false';
                }).indexOf(true) > -1
            })(notification, 'xfav');
        ]]>
	</Setting>
</Command>

<!-- or -->

<Command>
    <Setting name="enablerScript">
    <![CDATA[
    $inbox.tagEnablerScript(notification, 'xfav', 'true');
    ]]>
    </Setting>
</Command>

visibilityScript

setting to a custom script function to change the visibility of the command. The function can use buitin scope objects like '$notification', 'notification', '$component' and '$inbox'.

below favourite command is visible for all inboxes except inbox named 'favourite-inbox'

<Command>
    <Setting name="visibilityScript">
    <![CDATA[
    (function($inbox, id){
       return $inbox.getActionId() !== id;
    })($inbox, 'favourite-inbox');
    ]]>
    </Setting>
</Command>

3.6. Structure Browser Integration

From a table page, you can add a column that will show an icon when a discussion exists for the object. Clicking on the icon brings up the discussion panel.

To enable this column in your table, add a column like shown below:

<Table>
    ...
    <Column>
        <Name>discussion-link</Name>
        <ColumnType>discussion-link</ColumnType>
    </Column>
</Table>

If the table is defined as a system table, use the setting "Column Type" to achieve the same. This "Column Type" can be used in Helium as well.

Below is a screenshot illustrating how the icon will appear in case there are discussions available.

image

3.7. External Web Application Integration

Just like in ENOVIA, Collaboration can be configured in external web applications:

3.7.1. Task 1 – Referring TVC Endpoint in Script tag

Web App should reference following TVC endpoint in Script tag

<html>
....
<body>
.....
<script data-collaboration="path/integration.js" type="text/javascript"
src="http://<server>/enovia/tvc/collaboration/tvcCollaborator.jsp"></script>
</body>
</html>

TVC Collaboration Integration URL:

tvc/collaboration/tvcCollaborator.jsp

Attribute data-collaboration="path/integration.js" points to hosting web application’s integration scripts.

3.7.2. Task 2 – Custom Collaboration Configurations

Web App invokes Collaboration script with configuration details.

//integration.js

// toolbarId: element id where notification icon injected
// contentId: element id where discussion panel injected as sibling
// env: optional custom information. can be obtained in server side custom code.

var collaboration = window.getCollaboration();
collaboration.config({ toolbarId: 'toolbar', contentId: 'main-content', env: { 'name': 'sk', 'external': 'skclusive' } });

3.7.3. Task 3 – Registering for Collaboration Ready Event

Web App registers for collaboration ready event which is passed with collaborator interface.

//integration.js
collaboration.ready(function ($collaborator) {
    console.log("collaboration is ready to be executed");

    $("#open-discussion").click(function () {
        var type = $("#type").val();
        var name = $("#name").val();
        var revision = $("#revision").val();
        var params   = "type=" + type + "&name=" + name + "&revision=" + revision;
        $collaborator.openCollaborationPanel([params]).then(function (value) {
			console.log("Discussion Panel is " + (!value ? "not " : "") + "opened for '" + params + "'");
        });
    });

   $("#close-discussion").click(function () {
	   $collaborator.closeCollaborationPanel().then(function () {
		console.log("closeDiscussionPanel successfully");
	   });
   });

   $("#open-myspace").click(function () {
	  $collaborator.openMySpace().then(function () {
		console.log("openMySpace successfully");
	  });
   });


   $("#close-myspace").click(function () {
	  $collaborator.closeMySpace().then(function () {
		console.log("closeMySpace successfully");
	  });
    });
});

3.8. Toolbar and Thread Actions

It is possible to add and remove action commands from both the discussion panel top toolbar and the actions that is related to the discussion thread (inbox and side panel). This can be done globally but also depending on the discussion context. This customization can be done with xml configuration AND/OR in JAVA code.

3.8.1. Global configuration

Thread actions can be configured globally and is done using the following elements (placed directly under the <DiscussionConfigs> element). This will then be used for ALL discussion configurations.

<DiscussionPanelThreadActions className="com.technia.tvc.collaboration.core.test.TestDPGlobalThreadActionsProvider">tvc:menu:tvx:collaboration/CustomMenu.xml</DiscussionPanelThreadActions>

<InboxThreadActions className="com.technia.tvc.collaboration.core.test.TestIBGlobalThreadActionsProvider">tvc:menu:tvx:collaboration/CustomMenu.xml</InboxThreadActions>

The first one will change the thread actions in the inbox and the second one for the side panel. See more details later in this document.

3.8.2. Local configuration

Thread actions and top toolbar actions can also be configured for different discussion configurations. This means you can have different actions depending on what configuration is used. You can also configure actions for the different My Space inboxes.

The top toolbar for the side panel is configured like this (placed inside a <DiscussionConfig> element).

<Toolbar className="com.technia.tvc.collaboration.core.test.TestToolbarProvider">tvc:menu:tvx:collaboration/CustomToolbar.xml</Toolbar>

Thread actions for side panel are configured like this: (placed inside a <DiscussionConfig> element)

<ThreadActions className="com.technia.tvc.collaboration.core.test.TestDPLocalThreadActionsProvider">tvc:menu:tvx:collaboration/CustomMenu.xml</ThreadActions>

Thread actions for an inbox are configured like this: (placed inside a <InboxAction> or something that is derived from that)

<ThreadActions className="com.technia.tvc.collaboration.core.test.TestDPLocalThreadActionsProvider">tvc:menu:tvx:collaboration/CustomMenu.xml</ThreadActions>

3.8.3. Configuration element details

All the different configuration elements share the same abilities of configuration. You can ADD commands using a TVC XML menu configuration AND/OR add or remove commands using Java code.

By adding a reference to a TVC XML menu configuration it is possible to add one or more actions. This uses the same menu configuration as other TVC (not everything supported though). Below is an example configuration:

<Menu>
    <Command>
        <Href>http://www.technia.com</Href>
        <Image>${ROOT_DIR}/xbom/xbl/images/create.gif</Image>
        <FontIcon>fa fa-thumbs-up</FontIcon>
        <Alt>tooltip here</Alt>
        <WindowHeight>400</WindowHeight>
        <WindowWidth>600</WindowWidth>
    </Command>
    <Command>
        <Href>javascript:alert('Clicked!');</Href>
        <FontIcon>fa fa-beer</FontIcon>
        <Label></Label>
        <Alt>tooltip here</Alt>
    </Command>
    <Command>
        <Label>Close</Label>
        <FontIcon>fa fa-pause</FontIcon>
        <Alt>Custom Close</Alt>
        <Href>
            <![CDATA[javascript:$context.closeDiscussion($event);]]>
        </Href>
		<AccessExpression><![CDATA['Test Everything' == context.user]]></AccessExpression>
		<Setting name="Status"> Active </Setting>
    </Command>
    <Command>
        <Label>Open</Label>
        <FontIcon>fa fa-play</FontIcon>
        <Href>
            <![CDATA[javascript:$context.openDiscussion($event);]]>
        </Href>
		<Setting name="Status"> Inactive </Setting>
    </Command>
    <Command>
        <Label>Delete</Label>
        <FontIcon>fa fa-times</FontIcon>
        <Href>
            <![CDATA[javascript:$context.deleteDiscussion($event);]]>
        </Href>
    </Command>
</Menu>

Use either the <Image> or <FontIcon> element to control the action icon. Action commands are by default opened as a popup but it is also possible to specify a JavaScript to be executed on click. Use the <Label> element for adding a text to the action (not used for top toolbar).

AccessExpression

The setting is to control command visibility based on condition. Also, settings like AccessProgram and AccessFunction are supported.

Status

The setting to show a custom command based on discussion thread status. ex. If status is Active, the custom command is only visible when discussion thread status is Active.

If more complex logic is needed to control what actions to show it is possible to use JAVA code to achieve this. It is done by adding an attribute called className that points to a custom JAVA class that extends one of the following classes:

com.technia.tvc.collaboration.core.model.dao.enovia.menu.DefaultToolbarProvider
com.technia.tvc.collaboration.core.model.dao.enovia.menu.DefaultDiscussionPanelThreadProvider
com.technia.tvc.collaboration.core.model.dao.enovia.menu.DefaultInboxThreadProvider

In the custom Java class it is possible to override the following method:

public Menu getMenu(MenuContext ctx)

That method will allow you to return the menu to use. By calling the super class method it is possible to get the default menu. The MenuContext object contains information like user, thread and context.

3.9. Advanced filter (Exalead/Elastic powered feature)

It is possible to configure something called advanced filter in order to control the data loaded for this component. This type of filtering is able to load and filter on data that has been indexed by Exalead. This can be used to filter out both notifications in the inbox and discussion threads in the side panel. These filters can be hidden or visible so that the user can change values in the UI.

image

3.9.1. Filter configuration

In order to enable a filter you can reference a filter configuration in your TVCDiscussionConfig.xml file like this.

<Filter ref="tvc:collaborationfilter:tvx:collaboration/Product.xml" />
<Filter> element

The base element for the actual filter configuration is the <Filter> element. That one has a number of attributes that can be used to control some behavior for the entire filter.

<Filter showOnLoad="true" visibleRowCount="3" searchBase="cloud"
visible="true">
Attribute Description Default Value

showOnLoad

Show filter on load or not (if set to false the user will have to click the filter icon to show the filter

true

visibleRowCount

How many filter rows (rows described later) that will be showed on load. Visibility of rest can be toggled by the user.

searchBase

See chapter about Cloud

visible

Whether the filter should be shown or be hidden

true

<Row> element

Each filter can have any amount of rows. A row corresponds to a row in the filter user interface. Each row can have a label set and that will then be rendered to the far left. Each row can then have a single or multiple filter items. A row can be hidden using the "visible" attribute.

<Row visible="true">
    <Label>Anything</Label>
    <FilterItem>..</FilterItem>
    <FilterItem>..</FilterItem>
</Row>
<FilterItem>

A <FilterItem> represents an element that can be used to filter data (textfield, dropdown, button etc.). Each filteritem maps against one or multiple values that has been indexed by Exalead. Below is a complete example of a filteritem. Each element described after the example

<FilterItem>
    <Label>Test_label</Label>
    <Operator>NOT_EQUAL</Operator>
    <LogicalOperator>AND</LogicalOperator>
    <MapsTo>
        <Tag>
            <Name>category</Name>
        </Tag>
        <Field>
            <Name>THREAD_FIRST_MSG_SENT_FROM</Name>
        </Field>
    </MapsTo>
    <Values>
        <Value>
            <SubmitValue />
            <DisplayValue />
        </Value>
        <Value selected="true">
            <SubmitValue>production</SubmitValue>
            <DisplayValue>Production</DisplayValue>
        </Value>
        <Value>
            <SubmitValue>development</SubmitValue>
            <DisplayValue>Development</DisplayValue>
        </Value>
    </Values>
    <UIControl>dropdown</UIControl>
</FilterItem>
<Label>

It is used to define Label of FilterItem.

<Operator>

Can be used to control what operator to use for this field item. It is not mandatory to specify this.

  • EQUAL (default)

  • NOT_EQUAL

  • LESS_THAN

  • GREATER_THAN

<LogicalOperator>

Can be used to control what logical operator to use for this field item. Not mandatory to set this.

  • OR (default)

  • AND

<MapsTo>

This element is used to map this field against either tags or indexed fields in Exalead. In order to filter on tags one or more <Tag> elements are used and in order to filter on fields one or more <Field> elements are used.

<MapsTo>
    <Tag>
        <Name>category</Name>
    </Tag>
    <Field>
        <Name>THREAD_FIRST_MSG_SENT_FROM</Name>
    </Field>
</MapsTo>

user specific custom tag filter

<FilterItem>
    <Operator>EQUAL</Operator>
    <LogicalOperator>AND</LogicalOperator>
    <MapsTo>
        <Tag user="true">
            <Name>xfav</Name>
        </Tag>
    </MapsTo>
    <Values>
        <Value selected="true">
            <SubmitValue>true</SubmitValue>
            <DisplayValue>Favourite</DisplayValue>
        </Value>
    </Values>
    <UIControl>textbutton</UIControl>
</FilterItem>

image

<UIControl>

This element is used to control what type of UI control to use for this field. Supported values are:

DROPDOWN

Dropdown list with possibility to select ONE value.

MULTISELECTDROPDOWN

Dropdown list with possibility to select MULTIPLE values.

TEXT

Text field where user can enter any text

BOOLEANBUTTON

Yes/No buttons

TEXTBUTTON

Buttons containing custom values. (Each value renders as a button)

Some of these elements require you to configure the values that can be used. See next section

<Values>

This element is used to configure the allowed values for a <UIControl>. All UI controls except BOOLEANBUTTON and TEXT requires one or more values. Each value has a submit-value that is sent to the server and a display-value that is rendered for the user. A value can be configured to be default selected with the attribute "selected"

<Values>
    <Value>
        <SubmitValue>MHK</SubmitValue>
        <DisplayValue>MHK</DisplayValue>
    </Value>
    <Value selected="true">

Values can also be loaded through Java code like this.

<Values valueHandler="com.technia.tvc.example.valuehandler.ObjectIdValueHandler"/>

The value handler class needs to implement the com.technia.tvc.collaboration.core.model.dao.enovia.config.ValueHandler (deprecated) interface.

ValueHandler interface has been deprecated in favour of com.technia.tvc.collaboration.core.model.dao.enovia.config.FilterValueHandler.

Categories FilterItem Configuration

<FilterItem>
     <Label>Categories</Label>
     <Operator>EQUAL</Operator>
     <LogicalOperator>AND</LogicalOperator>
     <Type>category</Type>
     <UIControl>multiselectdropdown</UIControl>
</FilterItem>

3.10. Enovia Based Filter

It is possible to enable Exalead powered feature and filter in enovia mode by setting the following system property key:

tvc.collaboration.enovia.filter=true

We could have performamce issue in comparision of exalead mode as searching mechanism is different in case of enovia and exlead mode.

3.10.1. Filter configuration

In Enovia mode, the same configurations which are defined for Exalead Powered feature need to be done to use the filter and features such as Unread, Archive, To ME, CC Me, Followup etc…​

3.10.2. Index File configuration

Following fields must be added in Exalead Indexed Configuration file.

<BOTYPEFIELDS name="TVCCollaborationMXCriteria">
			<FIELD name="TVC_COLLAB_MX_NOTIFICATION_USER_NAME"
				select="to[TVC Collaboration Notification].from.owner"
				type="STRING" />
			<FIELD name="TVC_COLLAB_MX_WORKFLOW_CONTEXT_ID"
				select="to[TVC Collaboration Set].from.to[TVC Collaboration Object Proxy].from.id"
				type="STRING" />
			<FIELD name="TVC_COLLAB_MX_THREAD_CONTEXT_ID"
				select="to[TVC Collaboration Discussion].from.to[TVC Collaboration Discussion  Container].from.id"
				type="STRING" />
			<FIELD name="TVC_COLLAB_MX_WORKFLOW_CONTEXT_PHYSICAL_ID"
				select="to[TVC Collaboration Set].from.to[TVC Collaboration Object Proxy].from.physicalid"
				type="STRING" />
			<FIELD name="TVC_COLLAB_MX_THREAD_CONTEXT_PHYSICAL_ID"
				select="to[TVC Collaboration Discussion].from.to[TVC Collaboration Discussion Container].from.physicalid"
				type="STRING" />
			<FIELD name="TVC_COLLAB_MX_THREAD_SENT_TO"
				select="from[TVC Collaboration Thread Message].to.from[TVC Collaboration Sent To].to.owner"
				type="STRING" />
			<FIELD name="TVC_COLLAB_MX_NOTIFICATION_UNREAD_USERS"
				select="to[TVC Collaboration Notification|attribute\[TVC Collaboration Unread Count\]>0].from.owner"
				type="STRING" />
			<FIELD name="TVC_COLLAB_MX_THREAD_LAST_MSG_SENT_TO"
				select="from[TVC Collaboration Last Message].to.from[TVC Collaboration Sent To|attribute\[TVC Collaboration Recipient Type\]==0].to.owner"
				type="STRING" />
			<FIELD name="TVC_COLLAB_MX_THREAD_LAST_MSG_SENT_CC"
				select="from[TVC Collaboration Last Message].to.from[TVC Collaboration Sent To|attribute\[TVC Collaboration Recipient Type\]==1].to.owner"
				type="STRING" />
			<FIELD name="TVC_COLLAB_MX_FOLLOWUP_USER_NAME"
				select="to[TVC Collaboration Followup].from.owner"
				type="STRING" />
			<FIELD name="TVC_COLLAB_MX_THREAD_FIRST_MSG_SENT_TO"
				select="from[TVC Collaboration First Message].to.from[TVC Collaboration Sent To].to.owner"
				type="STRING" />
			<FIELD name="TVC_COLLAB_MX_TASK_ASSIGNED"
				select="from[TVC Collaboration Item].to[|attribute\[TVC Collaboration Task Status\]==Active].owner"
				type="STRING" />
			<FIELD name="TVC_COLLAB_MX_TASK_STATUS"
				select="from[TVC Collaboration Item].to[*|revision==last].attribute[TVC Collaboration Task Status]"
				type="STRING" />
		</BOTYPEFIELDS>

Multiple JPOs have been configured for mutiple filters for Exalead mode. These fields has been introduced to improve the performance on some extent by avoiding these JPO invocation.

3.11. Collaboration Panel Host based Visibility

Collaboration Panel can be used in variety of mode. ex: standalone, embedded, cross-domain. When using Helium in embedded mode, there could be double side panels. To avoid such situation and also to control which mode Collaboration Panel is enabled, following configurations can be used.

Property Description Default Value

tvc.collaboration.panel.classic.standalone

Enabling classic collaboration panel in standalone

(using tvcCollaborationPanelContent.jsp directly)

true

tvc.collaboration.panel.classic.embedded

Enabling classic collaboration panel in embedded

(default collaboration setup in ENOVIA or using tvcCollaborationPanelContent.jsp in iframes)

true

tvc.collaboration.panel.classic.crossdomain

Enabling classic collaboration panel in cross-domain

(using tvcCollaborationPanelContent.jsp in cross-domain iframe)

true

tvc.collaboration.panel.helium.standalone

Enabling helium collaboration panel in standalone

(default collaboration setup in Helium)

true

tvc.collaboration.panel.helium.embedded

Enabling helium collaboration panel in embedded

(using Helium in ENOVIA embedded mode)

false

tvc.collaboration.panel.helium.crossdomain

Enabling helium collaboration panel in cross-domain

(using Helium in ENOVIA cross domain embedded mode)

true

3.12. Additional Configurations

3.12.1. Date Format Configurations

Date formats inside collaboration user interface can be configured to display custom date format.

Collaboration component uses moment.js version 2.4.0 (http://momentjs.com/) for date/time display. So supporting formats documented here http://momentjs.com/docs/#/displaying/format/ and also a custom format "fromNow" equivalent to moment.js’s "fromNow" functionality.

Below properties can be configured to format the date used in sections of the collaboration component.

Property Description Default Value

tvc.collaboration.date.convert.userPreferenceTimeZone

Format the date depending on user preference timezone. Refer Figure 5.

true

tvc.collaboration.inbox.list.dateFormat

Date format used in Inbox items view

fromNow

tvc.collaboration.inbox.detail.dateFormat

Date format used in Inbox preview/detail view

YYYY-MMMM-DD, HH:mm:ss

tvc.collaboration.discussion.list.dateFormat

Date format used in sidepanel threads view

fromNow

tvc.collaboration.discussion.detail.dateFormat

Date format used in sidepanel thread detail view

fromNow

image
Figure 11. User Preference TimeZone

3.12.2. Miscellaneous Configurations

Additional property configurations for Collaboration

Property Description Default Value

tvc.collaboration.discussion.important.latest

Whether to show thread level important flag from latest message. (inbox and side panel)

By default, important flag of first message is shown.

false

tvc.collaboration.configured.locales

comma separated locales configured for collaboration string resources to avoid dual languages in view because of momentJS

Ex: en,sv,fr

en

tvc.collaboration.fallback.locale

Fallback locale If user’s preferred language is not within configured locales. This is to avoid dual languages in view because of momentJS.

Ex: sv

en

tvc.collaboration.initialavatar

Default user avatars that are based on the letter of their first name and last name and a random color. If disabled all users will instead have the same default avatar that is a static image.

true

tvc.collaboration.user.initial.char_count

To Display more than one character for default user avatars that are based on the first name and last name.

1

3.12.3. Additional Resources

Additional resources like JavaScript, CSS, AjaxService and Custom Template can be included in discussion component.

<JavaScript>, <StyleSheet>, <AjaxService> and <Template> element can be repeated to support multiple resource inclusion.

<Resources> configuration can be under configuration elements like <MySpaceConfig>, <MySpaceAction>, <TopbarConfig>, <DiscussionConfigs>, <DiscussionConfig>.

<DiscussionConfigs>

    <Resources>
        <StyleSheet src="/tvx/collaboration/layout-styles.css"/>
        <Template id="panel/layout" src="/tvx/collaboration/panel-layout.hbs"/>
    </Resources>

    <DiscussionConfig for="Part">
        <Resources>
            <JavaScript src="/tvx/js/custom.js" />
            <AjaxService service="messages" />
        </Resources>
    </DiscussionConfig>

    <TopbarConfig>
        <Resources>
            <StyleSheet src="/tvx/css/custom.css" />
            <Template id="customTemplate" src="/tvx/template/custom.jsp" />
        </Resources>
    </TopbarConfig>

    <MySpaceConfig>

        <Resources>
            <StyleSheet src="/tvx/collaboration/layout-styles.css"/>
            <Template id="myspace/layout" src="/tvx/collaboration/myspace-layout.hbs"/>
        </Resources>

        <InboxAction>
            <Resources>
                <AjaxService service="tvxCollaborationService"/>
                <AjaxService service="jsontest"/>
                <JavaScript src="/tvx/collaboration/inboxCustomScript.js"/>
                <StyleSheet src="/tvx/collaboration/inboxCustomStyles.css"/>
            </Resources>
            <ContextMenu ref="tvc:menu:tvx:collaboration/InboxContextMenu.xml"/>
        </InboxAction>

        <ProfileAction>
            <Resources>
                <StyleSheet src="/tvx/css/custom.css"/>
            </Resources>
        </ProfileAction>

    </MySpaceConfig>

</DiscussionConfigs>

Ex: inboxCustomScript.js

tvc.define('script.tvx', [ 'collaborator.ready!', 'ajax.tvxCollaborationService' ],

function($collaborator, tvxCollaborationService) {
	var tvx = {
        fakeDelete : function($event, $notification, $command, $inbox) {
            tvxCollaborationService.fakeDeletePromise().then(function(result) {
                $notification.addClass('fake-deleted');
                alert(result);
            });
        }
    };
    return tvx;
});

Ex: InboxContextMenu.xml

...

<Command>
	<Label>Fake delete (ajax example)</Label>
	<Href><![CDATA[
		javascript:(function($event, $notification, $command, $inbox) {
			tvc.require(['script.tvx'], function(tvx) {
			   tvx.fakeDelete($event, $notification, $command, $inbox);
			});
		}($event, $notification, $command, $inbox));
	]]></Href>
</Command>

...

4. Wiki

4.1. Wiki

The TVC Wiki component adds the ability to create and edit any number of interlinked pages in ENOVIA using a simplified markup language or a Rich Text editor that presents the user with at "what-you-see-is-what-you-get" editing area. The main features of the Wiki are:

  • Create and edit wiki pages

  • Markup editor

  • Rich Text editor

  • Interlinking between pages

  • Linking to external web pages

  • Linking to ENOVIA objects

  • Adding attachments

  • Adding Reference Objects (ENOVIA objects)

  • Displaying image attachments on a page

  • Page versioning

  • Page history

  • Sub pages

  • Free text search of wiki page content

  • Commenting pages

  • Dynamic menu tree

  • Breadcrumbs

  • Multiple wikis

  • Global wiki

  • Context wikis (connected to ENOVIA objects)

  • Wiki Administration

When installing the Wiki, you must ensure that the File Manager is installed.
Please add the following entry to emxFrameworkStringResource.properties to fix the missing key for "Wiki Page Attachment" issue in 3dspace. emxFramework.Type.TVC_Wiki_Page_Attachment = Wiki Page Attachment

4.1.1. Usage scenarios

The wiki can be used in different contexts. You can have a "global" Wiki that is accessible from the global toolbar and you can also add the ability to get a separate "context" wiki for each ENOVIA object instance of configured types (Projects, Workspace, Parts…).

Global Wiki

The global wiki is launched from a command in the global toolbar. There can only be one global wiki in the system and it is not related to any specific ENOVIA object instance.

image
Figure 12. Global Wiki
Context Wiki

By adding the TVC Wiki command to any ENOVIA type menu or tab you enable the ability to have a separate Wiki connected to each instance of that object type.

image
Figure 13. Context Wiki
Context Wiki in "slim" mode

You can also use the context wiki in a "slim" mode. When using this mode some of the features are stripped away. You will only be able to have ONE page in each wiki so the left menu tree is removed. Some of the tabs and commands are also removed in this mode.

So basically you get a very slimmed wiki with only one page that has attachment and comment functionality.

image
Figure 14. Context Wiki in slim mode

4.2. Launching the Wiki

4.2.1. Adding the Wiki command

The database schema includes a Command that can be used to access the Wiki. This command is called "TVC Wiki". If this command is added to the global toolbar it will enable the Global Wiki. If it is added in context of an ENOVIA type (in type menu or as a TVC Tab) it will enable the Wiki for that type. If you want to use the "slim" version of the wiki as a context wiki you use the command called "TVC Wiki Slim".

4.2.2. User access

In order to enable users to start using the Wiki functionality there are three different roles that can be assigned depending on what access level should be given.

Role Description

TVC Wiki Viewer

Is allowed to view and comment on wiki pages

TVC Wiki Author

Same access as TVC Wiki Viewer but can also create and edit wiki pages

TVC Wiki Administrator

Same access as TVC Wiki Author but can also delete wiki pages and comments

This access is set in several xml configurations (commands) for the component so they can easily be changed by overriding these files with custom access roles or expressions.

4.3. Data Model

All data generated by the Wiki is stored as Business Objects in the ENOVIA database.

image

4.3.1. Vault

All objects created by the Wiki component are saved in a separate vault called "TVC Wiki"

4.3.2. Commands

TVC Wiki

Command for showing the TVC Wiki. Can either be added globally in the toolbar or in context of an object type (type menu or as TVC tab).

4.3.3. Attributes

TVC Wiki Markup

Attribute holding the Wiki markup for either a page or a comment.

TVC Wiki Plain Text

Attribute holding the markup for a page converted to plain text. This is only used for searching Wiki pages.

TVC Wiki Title

Attribute holding the "name" of the Wiki page

4.3.4. Types

TVC Wiki Space

Holder for all pages in a specific Wiki. If the Wiki is global the Wiki Space is not connected to any object. If the Wiki is in a context the Wiki Space is connected to an ENOVIA object instance.

TVC Wiki Page

Represents a wiki page and its information.

TVC Wiki Page Attachment

Holds all the attachments for a Wiki page. Uses CDM (Common Document Model) to store all files and file versions.

TVC Wiki Page Comment

Represents a comment made to a Wiki page.

4.3.5. Relationships

TVC Wiki Page

Relationship used to connect a Wiki Page to its Wiki Space.

TVC Wiki Page Attachment

Relationship used to connect a Wiki Page to its Wiki Page Attachments object.

TVC Wiki Page Comment

Relationship used to connect a Wiki Page Comment to a Wiki Page.

TVC Wiki Space

Relationship used to connect a TVC Wiki Space to its context (ENOVIA object instance).

TVC Wiki Sub Page

Relationship used to connect a Wiki Page to its parent Wiki Page making it a "Sub Page".

TVC Wiki Page Reference Object

Relationship used to connect Reference Objects to a Wiki Page

4.3.6. Policies

TVC Wiki Page

Policy for Wiki Pages

TVC Wiki Page Attachment

Policy for Wiki Page Attachments

TVC Wiki Page Comment

Policy for Wiki Page Comments

TVC Wiki Space

Policy for Wiki Space

4.3.7. Number Generators

TVC Wiki Page

Number generator for the Wiki Pages

TVC Wiki Page Attachment

Number generator for the Wiki Page Attachments

TVC Wiki Page Comment

Number generator for the Wiki Page Comments

TVC Wiki Space

Number generator for the Wiki Spaces

4.3.8. Formats

TVC Wiki

Format holding Wiki Page attachment files

4.3.9. Roles

TVC Wiki Administrator

Used for a Wiki Administrator (Administrate)

TVC Wiki Author

Used for a Wiki Author (Create)

TVC Wiki Viewer

Used for a Wiki Viewer (View, Comment)

4.4. Using the Wiki

4.4.1. Viewing and navigating the Wiki

Left menu

Each Wiki contains a menu that is placed on the left side of the Wiki. This menu dynamically loads all the pages in the current wiki and renders them in a tree layout for navigation. The "Main" page will not be shown in this menu.

This menu will NOT be automatically updated when a new page is created but you can force a menu update by clicking on the menu header.

image

At the top of the Wiki a breadcrumb is rendered giving the user the ability to see and navigate to previously visited pages. The breadcrumb is showing the history for the current user in the current Wiki. The "home" button rendered to the left points to the current Wiki’s main page.

image
Tabs

Below the breadcrumbs and the current wiki page name a number of TVC Tabs are rendered. These tabs allow you to view the content, attachments, history, reference objects and administration for the current Wiki page. The tabs is configured through TVC XML Configurations (tvc:menu:wiki/tabs/WikiContentTabs.xml)

image
Page content

Under the Article tab the content of the current Wiki page is shown in view mode.

Page actions

In the top right corner of the Wiki page content there is a number of action commands. These allow you to perform some actions on the current Wiki page. The commands is configured through TVC XML Configurations (tvc:menu:wiki/toolbar/ArticleToolbar.xml)

image

4.4.2. Creating and editing pages

There are two ways of creating a new wiki page.

  • Create a new page connected to an existing page (Create Page)

  • Create a "Missing Page" (Create Missing Page)

The page created must be given a unique name that is not used by another page in the current Wiki. When a page is created it will be "blank" and have no content.

Create new page

If you want to create a new Wiki page this is done in the context of an existing page and the command is located in the top right corner of the current wiki page content. The page will be created and added as a sub page to the page you are currently at.

image

Clicking this command will allow you to enter a page name and create that page.

image
Create missing page

If you click on a link to a Wiki page and that page is missing in the current wiki you will be given the ability to quickly create that page by clicking on the create link.

image
Viewing sub pages

At the bottom of each Wiki page you can find links to all sub pages of this page.

image
Edit page

If you want to edit an existing page in the Wiki or a page you just created you can do this by clicking the "Edit" button located in the top right corner of the page.

image

This will give you two new TVC tabs allowing you to choose between the Rich Text editor and the Markup editor.

Rich Text editor

The Rich Text editor is a "what-you-see-is-what-you-get" editor that allows you to edit the page content in the exact same way it appears when viewing the page. The editor has a toolbar at the top that gives you all the actions needed to edit the content and insert new content. Some commands are also available on right click.

image

Rich Text editor buttons described in order:

  1. Bold text

  2. Italic text

  3. Underlined text

  4. Strikethrough text

  5. Add text formatting

  6. Insert unordered list

  7. Insert ordered list

  8. Insert new table

  9. Insert link to an ENOVIA object instance

  10. Insert link to a page Reference Object

  11. Create link (page or URL) for selected text

  12. Remove link for selected text

  13. Insert image from page attachments

  14. Add color styling to selected text

  15. Undo last

  16. Redo last

  17. Clear formatting

  18. Print page

  19. Save page

Markup Editor

The markup editor allows you to see and edit the page markup. The editor has a toolbar at the top that gives you all the actions needed to insert markup instead of typing it yourself.

image

Markup editor buttons described in order:

  1. Make selected text "Header 1"

  2. Make selected text "Header 2"

  3. Make selected text "Header 3"

  4. Make selected text "Header 4"

  5. Make selected text "Header 5"

  6. Bold text

  7. Italic text

  8. Strikethrough text

  9. Insert unordered list

  10. Insert ordered list

  11. Insert link to an ENOVIA object instance

  12. Insert image from page attachments

  13. Insert page link

  14. Insert URL

  15. Insert new table

  16. Preview changes

  17. Save page

4.4.3. Page comments

A Wiki page can have any number of comments to it added by the users. These comments are shown at the bottom of each page.

Viewing comments

All comments to a Wiki page are shown in the bottom of the page content. If a user has a primary image uploaded it will be shown together with the user name. If a primary image is missing it will use a default image. Comments can be made with the Rich Text editor or with the Markup editor and has the exact same styling abilities as a wiki page.

image
Create new comment

As a user you can create a comment to a Wiki page by first clicking on the "Comment" command in the top right corner of the Wiki page.

image

Clicking this command will take you to the bottom of the page showing any previous comments. If you want to add a new comment you click on the "Add comment" link.

image

You have the ability to add the comment using either the Rich Text editor or the Markup editor in the same way as when editing a Wiki page (see 4.2.4 for more information).

image
Order of comments

Default order of comment is oldest first. If you want to change the order, you need to use init-param named "tvc.wiki.comment.order.latestFirst". Its default value is false, that is oldest first.

4.4.4. Page attachments

From the Wiki page attachments tab you can upload attachments to the page. Image attachments can then be inserted in to the Wiki page from one of the editors. All attachments can also be downloaded from this page. If you have TVC File Manager installed you will also see the field for drag n drop upload.

image

4.4.5. Page history

On the Wiki page history tab you can see all versions of this page. A new version of the page is created each time a user makes an edit. In the table you can see all versions, when they were created and by who. The "view" columns allow you to see the content of a specific version, either as Rich Text or as markup.

image

4.4.6. Reference Objects

If you also have the TVC Structure Browser component installed in your system you are able to use the "Reference Objects" tab. This tab gives you the ability to use a TVC Search to find any ENOVIA object in the system and connect that to the current wiki page. You can then very easily refer to these objects with links inside your page content.

image

4.4.7. Administration

If you also have the TVC Structure Browser component installed in your system you are able to use the "Administrate" tab. From this tab you can do some various administrative tasks like deleting, removing and adding pages/comments. When a user deletes a page, the page is deleted from the database. When a user removes a page, the page is just disconnected and is not deleted from the database. The user can connect the page back using the 'Add Existing Page' command.

image
Delete Multiple Pages

Wiki page/pages can be deleted using the action 'Delete Pages' present under 'Actions' in the 'Administrate' tab of Wiki. When a page containing sub-pages is deleted, the sub-pages are also deleted.

image
In the multiple pages selected by the user, if the selection contains the main/root page, the delete action will be aborted and the user will have to perform the action again after de-selecting the main/root page.
Remove Multiple Pages

Wiki page/pages can be removed using the action 'Remove Pages' present under 'Actions' in the 'Administrate' tab of Wiki. When a page containing sub-pages is removed, the sub-pages are also removed.

image
In the multiple pages selected by the user, if the selection contains the main/root page, the remove action will be aborted and the user will have to perform the action again after de-selecting the main/root page.

In the top right corner of the Wiki you have a free text search field. This allows the user to make a free text search that searches all pages in the current Wiki. The search is configured to check both page names and page content. In order to get a search result you have to enter at least three letters in the search box and you will then be presented a list of matching pages. Each time you enter another letter a new result will be shown. This search is currently using ENOVIA queries to fetch the search result.

image

4.4.9. Markup specification

The TVC Wiki uses the same markup language as MediaWiki (software used in Wikipedia and other wikis). The complete MediaWiki markup language is currently not supported (only the basics) and there is also some extra markup added that is unique to the TVC Wiki.

Supported Markup
Description You type You get

Italic text

''italic''

italic

Bold text

'''bold'''

bold

Bold and italic

'''''bold & italic'''''

*bold & italic *

Underlined

<u>under<u/>

under

Strike

<strike>text</strike>

or

<s>text</s>

text

Headings of different levels

== Level 1 =

=== Level 2 ==

==== Level 3 ===

===== Level 4 ====

====== Level 5 =====

Level 1

Level 2

Level 3

Level 4

Level 5

Bullet list

* First element
* Second element
** Deeper
  • First element

  • Second element

    • Deeper

Numbered list

# First element
# Second element
## Deeper
  1. First element

  2. Second element

    1. Deeper

Internal link

[[Main Page]]

Main Page

Piped internal link

[[Main Page|sometext]]

sometext

External link

http://www.technia.com

External link with different label

[http://www.technia.com Technia]

Technia

ENOVIA object link

<object type="Part" name="10001" rev="1" />

10001

Image

[[Image:tvc.png]]
image

Image with width

[[Image:tvc.png|100px]]
image

Table with headers

{|
|-
!Header 1
!Header2
|-
|Col 1
|Col 2
|}

a table with two columns and one row

5. Tabbed Pages

Tabs are generally used to split content into multiple different pages, which the user easily can switch between, to increase usability. TVC Core contains a feature that allows defining such a tabbed page in a variety of ways.

For an example of how a tabbed page could look like; see the screenshot below:

image

The tabbed page is very configurable and the features are summarized below:

  • The tabs can be driven by a menu (stored inside the database, or defined as an XML resource), where each item in the menu will appear as a tab in the user interface.

    • If the item in the menu is a "sub-menu" that will in turn result in a "nested" tabbed page to be displayed.

    • If you launch the tabbed page in the context of a business-object (the objectId parameter is passed), then you can choose to either point out a menu explicitly; or you can create a file where you map a business-type to a certain menu.

    • You can through request parameters define a custom JSP page that will render some information above the actual tabs

    • Access rights according to the commands/menus defined in the menu will be considered, when the tabs are generated

    • The last visited tab will be remembered by default

    • The user can personalize a tab page, by re-arranging tabs and hiding tabs.

    • Tabs that don’t fit on the row will automatically be "dropped" meaning they get hidden and can only be accessible from the tab configuration drop down menu. This is to prevent the tabs from taking up a lot of space when browser resolution or window is small.

It is also possible to build a tabbed page GUI manually in a JSP page, by using the JSP tags provided by TVC core.

This allows you to create a more complex user interface, for example generating the tabs dynamically, provide custom content above the tabs or even define multiple tab-sections on the same page.

All the details on how to build tabbed-pages are explained within the "TVC Developer Documentation".

5.1. Disabling Features of a Tabbed Page

To disable the feature of remembering the last visited tab, you can either do so globally or per each tab-page instance:

<init-param>
    <param-name>tvc.core.gui.tabPage.rememberSelection</param-name>
    <param-value>true | false</param-value>
</init-param>

Or through the request parameter:

rememberSelectedTab=true | false

To disable the possibility to close a tab, this can be done globally:

<init-param>
    <param-name>tvc.core.gui.tabPage.enableCloseButton</param-name>
    <param-value>true | false</param-value>
</init-param>

and locally (default is false):

<Command>
    ...
    <Fixed>true</Fixed>
</Command>

To disable the possibility to personalize the order/visibility of a tab-page, this can be done globally:

<init-param>
    <param-name>tvc.core.gui.tabPage.enableTabCfg</param-name>
    <param-value>true | false</param-value>
</init-param>
If the tab configuration has been disabled, the close button will also be disabled. Otherwise the user won’t have a chance to re-open a closed tab.

To disable the "tab drop" functionality that hides tabs that doesn’t fit on the row, this can be done globally:

<init-param>
    <param-name>tvc.core.gui.tabPage.enableTabDrop</param-name>
    <param-value>true | false</param-value>
</init-param>
If the tab configuration has been disabled, the tab drop functionality will also be disabled. Otherwise the user won’t have a chance to open "dropped" tabs.

5.2. Styling

Individual tabs can be styled using a custom theme. Use the "style" setting to add custom class to a tab. Read more on custom themes in this Chapter.

image

Example:

<Command>
    <Label>...</Label>
    <URL action="...">
        <Param name="..." value="..." />
    </URL>
    <Fixed>false</Fixed>
    <Setting name="class" value="test" />
</Command>

5.3. Cache Tab Content

To improve perceived performance and raise acceptance when working with tabs the tab content can be cached and even pre-loaded. This way the tab content is instantly shown when tab is clicked. To reload a cached tab simple click the tab once more when already active.

To enable single tab cache behaviour use the cacheBehavior setting

<Command>
    ...
    <Setting name="cacheBehavior">disabled | cache | preload</Setting>
</Command>

To control global tab cache behaviour use the tvc.core.gui.tabPage.cacheBehavior init-param

<init-param>
    <param-name>tvc.core.gui.tabPage.cacheBehavior</param-name>
    <param-value>disabled | cache | preload</param-value>
</init-param>

5.4. Initially Hidden Tabs

To provide tabs which are initially hidden, one can use the following settings or init-param. Once the tab is added through tab configuration, it will be saved in dataobject.

To enable single tab initially hidden behaviour use the visible setting

<Command>
    ...
    <Setting name="Visible">true | false</Setting>
</Command>

To control global tab initially hidden behaviour use the tvc.core.gui.tabPage.visible init-param

<init-param>
    <param-name>tvc.core.gui.tabpage.visible</param-name>
    <param-value>true | false</param-value>
</init-param>

5.5. Tab Orientation

Tabs can be displayed in vertical or horizontal orientation. The default orientation of the tabs can either be configured globally or per use case.

Users can, by default, rotate the tabs. The rotate command is found in the settings menu found to the far right (or bottom when tabs are displayed vertically).

uiptabs vertical

See chapter UIP Tabs for details on how to configure orientation.

This feature requires UIP Tabs

5.6. Tab Icon

Each tab may have an icon configured. This makes it easier for the user to identify tab of interest.

uiptabs icon

Use the <FontIcon> element inside the <Command> element to specify which icon to display. Example:

<Command>
    <Label>Discussions</Label>
    <URL action="navigate">
        <Param name="pageConfig" value="tvc:pageconfig:tvx:common/Discussion.xml" />
        <Param name="portalMode" value="true" />
    </URL>
    <FontIcon>fa fa-comment-o</FontIcon>
</Command>
Font Awesome 4.3.0 is included by default on most places where tabs are displayed. Make sure to include other icon library in case you want to use other icons.
This feature required UIP Tabs

5.7. UIP Tabs

UIP Tabs is a rewrite of tabs which uses more modern technologies. It brings a number of benefits to the table. For example, less data needs to be transferred as rendering is done at the client.

UIP Tabs is activated globally with the setting tvc.core.tabs.uip.

Example using tvc.properties:

tvc.core.tabs.uip=true

Example using web.xml:

<init-param>
    <param-name>tvc.core.tabs.uip</param-name>
    <param-value>true</param-value>
</init-param>

UIP Tabs can be configured to enable / disabled each feature. For example users should be able to hide tabs, but not switch orientation.

uiptabs customize

Configurations are specified on two levels: (1) global, and (2) per tab instance. Any configurations done on a tab instance has precedence over global ones.

Global configurations are either done in tvc.properties or web.xml. Instance specific configurations are, in most cases, done in the Menu configuration file using the <Setting name="…​" value=".." /> element.

Configurations:

Global Instance Description Default Value

tvc.core.tabs.orientation

orientation

In what orientation the tabs are rendered by default. Possible values: horizontal vertical

horizontal (if not menu is used with the category toppanel as it is rendered vertically by default)

tvc.core.gui.tabPage.enableOrientationSwitch

userOrientationSwitch

Whether or not user should be able to switch the orientation.

true

tvc.core.gui.tabPage.enableTabCfg

userRearrange

Whether or not user should be able to rearrange the order of tabs.

true

tvc.core.gui.tabPage.enableTabCfg

userHide

Whether or not user should be able to hide tabs.

true

tvc.core.gui.tabPage.enableReset

userReset

Whether or not user should be able to reset the tabs.

true

Example to globally disable possibility to switch orientation using tvc.properties:

tvc.core.gui.tabPage.enableOrientationSwitch=false

Example configuring an instance of tabs in the application to be rendered vertically and disable possibility for user to switch orientation:

<Menu>
    ...
    <Setting name="orientation" value="vertical"/>
    <Setting name="userOrientationSwitch" value="false"/>
</Menu>

Non-supported Features

These features are not supported when using UIP Tabs:

  • The close button next to each tab is not available. Users can still hide tabs using the customization feature.

  • No loading icon is displayed next to each tab when it’s loading.

  • Specifying a CSS class on a command (using <Setting name="class" value="test" />)

6. Top Panel

As of release 2010.2, a new feature called Top Panel was added.

The Top Panel is used to display a configurable frame at the top a tabbed pages definition. The content of the top panel is configured through an XML file.

The screenshot below shows a top panel example, and a short description of the areas within the top panel and what they are called.

image

The top panel defines/contains the following areas:

  • Title Form (Shown when the top panel is minimized).

  • Control(s)

    • One control can link to a so-called top-panel form.

    • A control can be used to link other pages using a HREF.

  • A form contains:

    • Section(s) where each section can have a number of Fields

    • A form can be switched between view and edit mode.

  • Tab Menu (name of a menu)

    • Below the top-panel, a tabbed page is shown.

6.1. Top-panel usage

To use the top-panel create a command that has the HREF property set to call the action "loadTopPanel" and pass the name your top-panel configuration through the parameter "panel". See example below:

${ROOT_DIR}/tvc-action/loadTopPanel?panel=tvc:toppanel/Panel.xml

The top panel definition is stored in a directory called "toppanel" among the XML resources (somewhere under /WEB-INF/tvc in your application directory).

If you omit the domain in the resource name, the location of the top panel definition is:

/WEB-INF/tvc/toppanel

If the top panel definition is stored in a domain, for example acme (tvc:toppanel:acme/Panel.xml) then the resource location is:

/WEB-INF/tvc/acme/toppanel

6.1.1. Configuration hierarchy

A typical configuration hierarchy:

image

6.2. Top Panel Configuration

You define your top panel in XML. The root element must be <TopPanel>. Below you find child element definitions.

6.2.1. Child elements TopPanel

Element Name Description Example

Controls

Container element to FormControl and Control

-

TabMenu

Carries the tab menu definition

<TabMenu>tvc:menu/tabs/TabMenu.xml</TabMenu>

Title

Defines the Form to carry the title definition

<Form>tvc:toppanelform/Title.xml</Form>

6.2.2. Child elements FormControl

Element Name Description Example

Form

Defines the Form XML definition

<Form>tvc:toppanelform/Form.xml</Form>

Icon

Points out the icon for the control. Use either Icon or IconClass.

<Icon>${COMMON_DIR}/images/iconSmallDescription.gif</Icon>

IconClass

Defines the CSS class(es) for the font icon for the control. Font awesome is included by default. Use either Icon or IconClass.

<IconClass>fa fa-tags</IconClass>

Label

Carries the tooltip definition for the control

<Label>View/EditDetails</Label>

Access

Defines access rules for the control.

<Access>
    <Role>role_DesignEngineer</Role>
    <Group>group_NameOfGroup</Group>
</Access>

6.2.3. Child elements Control

Element Name Description Example

Height

Defines a specific height for the control

<Height>300</Height>

Href

Defines a href to display in the control

<Href>${COMMON_DIR}/emxLifecycle.jsp</Href>

Icon

Points out the icon for the control. Use either Icon or IconClass.

<Icon>${COMMON_DIR}/iconStatus.gif</Icon>

IconClass

Defines the CSS class(es) for the font icon for the control. Font awesome is included by default. Use either Icon or IconClass.

<IconClass>fa fa-tags</IconClass>

Label

Carries the tooltip definition for the control

<Label>Lifecycle</Label>

Popup

Defines that the control should open in a popup window.

<Popup width="800" height="600"/>

Access

Defines access rules for the section.

<Access>
    <Role>role_DesignEngineer</Role>
    <Group>group_NameOfGroup</Group>
</Access>

6.3. Top Panel Form Configuration

You define your top panel form in XML. The root element must be <Form>. Below you find child element definitions.

6.3.1. Child Elements - Form

Element Name Description Example

Section

Container element for Filed elements. Defines the horizontal field sections in a form

-

6.3.2. Child Elements - Section

Element Name Description Example

Field

Defines a form field

-

Separator

Defines a field that acts as a "separator" in the section.

<Separator/>

Access

Defines access rules for the section.

<Access>
    <Role>role_DesignEngineer</Role>
    <Group>group_NameOfGroup</Group>
</Access>

6.3.3. Child Elements - Field

Element Name Description Example

DataHandler

Point out a class used to retrieve more complex data from matrix. The class must implement the interface com.technia.tvc.core.db.table.evaluator.DataHandler

<DataHandler>
com.technia.acme.datahandler.CalculatedValue
</DataHandler>

Editable

Defines if the field should be editable or not

<Editable />

Expression

Defines an mql expression of the data to retrieve from matrix

<Expression><![CDATA[
$<attribute[attribute_MarketingName].value>
]]></Expression>

FieldCellRenderer

Used to specify alternative rendering for the field. The class must implement the interface com.technia.tvc.core.gui.toppanel.form.render.FieldCellRenderer

<FieldCellRenderer>
com.technia.acme.render.toppanel.BoldItalicValueWithDollarSignAtTheStart
</FieldCellRenderer>

Label

Defines the field label

<Label>Selected Sizes:</Label>

RangeHandler

Defines a range handler class that must implement com.technia.tvc.core.gui.table.RangeHandler

-

Settings

Container element for settings

-

Access

Defines access rules for the section.

<Access>
    <Role>role_DesignEngineer</Role>
    <Group>group_NameOfGroup</Group>
</Access>

AutoCompleteHandler

An autocomplete handler type:

  • type

  • user

  • organization

  • dataset

  • ranges

See Autocomplete chapter for more details.

<AutoCompleteHandler>dataset</AutoCompleteHandler>

AutoCompleteSettings

Settings for autocomplete. Should it be case sensitive, what types to choose from, limits, which dataset to use and other.

The settings vary for each kind of autocomplete handler.

See Autocomplete chapter for more details.

<AutoCompleteSettings>
{
    "handler": {
        "dataset":"tvc:dataset:tvx:enc/ECOs.xml"
    }
}</AutoCompleteSettings>

6.3.4. Child Elements – Settings

Element Name Description Example

Columns

Used with InputType textarea to define columns

<Columns>25</Columns>

InputType

Specifies the type of input

<InputType>textbox</InputType>

InputWidth

Defines the width of the input

<InputWidth>120</InputWidth>

Required

Defines if an editable field should be required or not

<Required>true</Required>

Rows

Used with InputType textarea to define rows

<Rows>2</Rows>

Setting

Define custom settings

<Setting name="Text Length">200</Setting>

SortRangeValues

Defines if to sort range values

<SortRangeValues>true</SortRangeValues>

SearchConfig

Connect a search to a field

<SearchConfig>tvc:searchconfig/s.xml</SearchConfig>

RegisteredSuite

Defines the registered suite. This can be used for localization of labels, where the value of the key is stored in a particular suite string resource file.

<RegisteredSuite>Framework</RegisteredSuite>

Separator

Only valid on a field in a Top panel title. Defines text to be put at the right hand side of a field, used for separating multiple fields. If you specify an empty Separator element then one space will be used.

Values starting and ending with a single quote or double quote will be un-quoted, in order to be able to specify space characters.

<Separator>:</Separator>

<Separator>" , "</Separator>

MaxLength

Specifies the max length of an editable input field.

<MaxLength>20</MaxLength>

MaxRows

Specifies the max number of rows to display of the text.

<MaxRows>3</MaxRows>

ValueIfEmpty

Specifies the value to be used if the actual value is an empty string.

By default, the " " replacement is used.

<ValueIfEmpty>-<ValueIfEmpty>

BadChars

Specifies characters that are treated as "bad" and if the value contains any such character, the user will not be able to modify the value.

<BadChars>*?[]${}\\\"<>|%</BadChars>

ValidationJavaScript

Can be used to declare custom validation JavaScript code that is inserted on the page that displays this form.

<ValidationJavaScript>
validateRange(field, value);
</ValidationJavaScript>

LinkedWith

Can be used if other fields are updated in the background. On a Refresh these fields will be updated as well.

Format: COLUMN:FIELD

Separate multiple fields using a comma.

<LinkedWith>3:3,3:5</LinkedWith>

UseTransactionOnEdit

Can be used to get an update-transaction surrounding the modification of the field.

Default is FALSE.

<UseTransactionOnEdit>true</UseTransactionOnEdit>

6.3.5. Auto Completion

The fields can take advantage of auto-completion. If you have a field that applies to "type" and is editable, the way to configure such field to take advantage of autocomplete is slightly different. See example below:

<Field>
    <Label>Type:</Label>
    <Expression><![CDATA[$<type>]]></Expression>
    <Editable />
    <AutoCompleteHandler>type</AutoCompleteHandler>
    <AutoCompleteSettings>{
        'handler' : {
            'rootTypes' : ['type_HardwarePart', 'type_SoftwarePart']
        }
    }</AutoCompleteSettings>
</Field>

E.g. you use the setting "Type" to specify the "root" type for the object.

If you want to enable autocompletion for users, then you can enable that through the following configuration:

<Field>
    <Label>Owner:</Label>
    <Editable />
    <Expression><![CDATA[$<owner>]]></Expression>
    <DataHandler>com.technia.tvc.core.gui.toppanel.form.builtin.UserNameHandler</DataHandler>
    <AutoCompleteHandler>user</AutoCompletHandler>
</Field>
Autocomplete Settings

Settings are configured in JSON format in the AutoCompleteSettings element.

Example setting limit to 50, case sensitive, disable localization and only matching values starting with the searched value:

<AutoCompleteSettings>{
    'handler' : {
        'limit' : 50,
        'caseSensitive' : false,
        'localize' : false,
        'contains' : false
    }
}</AutoCompleteSettings>

See the Autocomplete chapter for more details.

6.3.6. Access Control

Both on control, section level as well as per field level, one can restrict access to the control/section/field.

The access restriction can be defined based on following:

  • Role Assignment

  • Group Assignment

  • Person (A named user)

  • Access Mask (Access mask for the current object)

  • Access Program (A JPO that evaluates the access rights)

The example below illustrates how you can construct the access restriction:

<Field> <!-- Or Section -->
    <Access>
        <Role>role_FirstRole</Role>
        <Role>role_SecondRole</Role>
        <Group>group_SomeGroup</Group>
        <Mask>modify,checkout</Mask>
    </Access>
</Field>

Or use an access program:

<Field> <!-- Or Section -->
    <Access>
        <Program name="MyJPO" method="checkAccess"/>
    </Access>
</Field>

6.3.7. Built-in datahandlers

RelatedObjectHandler

This datahandler can be used for modifying related objects, e.g. connecting and disconnecting them.

<Field>
    <Label>Design Organization:</Label>
    <Editable />
    <DataHandler>com.technia.tvc.core.gui.toppanel.form.builtin.RelatedObjectHandler</DataHandler>
    <FieldCellRenderer>com.technia.tvc.core.gui.toppanel.form.builtin.RelatedObjectRenderer</FieldCellRenderer>
    <AutoCompleteHandler>organization</AutoCompleteHandler>
    <Settings>
        <Setting name="Relationship">relationship_DesignResponsibility</Setting>
        <Setting name="Direction">to</Setting>
        <Setting name="Display Property">name</Setting>
        <Setting name="OpenInPopup">true</Setting>
        <Setting name="Show Type Icon">true</Setting>
        <Setting name="Show Link">true</Setting>
    </Settings>
</Field>
Setting Description Example

Relationship

The symbolic name of the relationship to use.

relationship_DesignResponsibility

Direction

The direction of the connection

  • from

  • to

Display Property

What to select and display from the connected object(s)

Name

OpenInPopup

Optional parameter to determine the link target.

true

The related object is opened in a new popup window. (Default)

false

The link opens in the same parent window.

Show Link

This setting defines whether to show a link or not on a current business object.

true

The link is displayed.

false

No link is displayed (Default).

Show Type Icon

This setting defines whether to show the current business object type icon or not.

true

The type icon is displayed.

false

No type icon is displayed (Default).

UserNameHandler

This datahandler is used for handling user names. Auto-completion can be configured as well.

<Field>
    <Label>Owner:</Label>
    <Editable />
    <Expression><![CDATA[$<owner>]]></Expression>
    <DataHandler>com.technia.tvc.core.gui.toppanel.form.builtin.UserNameHandler</DataHandler>
    <AutoCompleteHandler>user</AutoCompleteHandler>
</Field>

Examples

6.3.8. Top-panel configuration example

<TopPanel>
    <Title>
        <Form>tvc:toppanelform/Title.xml</Form>
    </Title>
    <Controls>
        <FormControl>
            <Label>View/Edit Details</Label>
            <Icon>${COMMON_DIR}/images/iconSmallDescription.gif</Icon>
            <Form>tvc:toppanelform/Form.xml</Form>
        </FormControl>
        <Control>
            <Label>Lifecycle</Label>
            <Icon>${COMMON_DIR}/images/iconStatus.gif</Icon>
            <Href>${COMMON_DIR}/emxLifecycle.jsp</Href>
        </Control>
    </Controls>
    <TabMenu>tvc:menu/tabs/TabMenu.xml</TabMenu>
</TopPanel>

6.3.9. Top-panel title form configuration example

<Form>
    <Section>
        <Field>
            <Expression><![CDATA[$<type>]]></Expression>
        </Field>
        <Field>
            <Expression><![CDATA[$<attribute[attribute_Title]>]]></Expression>
            <Settings>
                <Separator>: </Separator>
            </Settings>
        </Field>
    </Section>
</Form>

6.3.10. Top-panel form configuration example

<Form>
    <Section>
        <Field>
            <Label>Style #:</Label>
            <Expression><![CDATA[$<attribute[attribute_StyleNumber].value>
            ]]></Expression>
            <Editable />
            <Settings>
                <InputType>textbox</InputType>
                <InputWidth>120</InputWidth>
                <Required>true</Required>
            </Settings>
        </Field>
        <Field>
            <Label>Selected Sizes:</Label>
            <Expression>dummy</Expression>
            <RegisteredSuite>ApparelAccelerator</RegisteredSuite>
            <DataHandler>com.technia.acme.SelectedSizesDataHandler</DataHandler>
        </Field>
        <Field>
            <Label></Label>
            <RegisteredSuite>ApparelAccelerator</RegisteredSuite>
        </Field>
        <Field>
            <Label>Comments:</Label>
            <Expression><![CDATA[$<attribute[attribute_Comment]>]]></Expression>
            <Editable />
            <Settings>
                <InputType>textarea</InputType>
                <Columns>25</Columns>
                <Rows>2</Rows>
                <Setting name="Text Length">200</Setting>
            </Settings>
        </Field>
    </Section>
    <Section>
        <Field>
            <Label>Marketing Name:</Label>
            <Expression><![CDATA[$<attribute[attribute_MarketingName].value>]]></Expression>
            <Editable />
            <Settings>
                <InputType>textbox</InputType>
                <InputWidth>120</InputWidth>
                <Required>true</Required>
            </Settings>
        </Field>
    </Section>
    <Section>
        <Field>
            <Label>Season:</Label>
            <Expression><![CDATA[$<to[relationship_ProductMeasurement].from.revision>]]></Expression>
            <Settings>
                <InputType>textbox</InputType>
                <InputWidth>120</InputWidth>
                <Required>true</Required>
            </Settings>
        </Field>
        <Field>
            <Label>M-Chart Revision:</Label>
            <Expression><![CDATA[$<revision>]]></Expression>
            <Settings>
                <InputType>textbox</InputType>
                <InputWidth>120</InputWidth>
                <Required>true</Required>
            </Settings>
        </Field>
    </Section>
    <Section>
        <Field>
            <Label>Supplier:</Label>
            <Expression><![CDATA[$<to[relationship_ProductMeasurement].from.to[relationship_ManufacturingResponsibility].from.name>]]></Expression>
            <Settings>
                <InputType>textbox</InputType>
                <InputWidth>120</InputWidth>
                <Required>true</Required>
            </Settings>
        </Field>
        <Field>
            <Label>Copied From:</Label>
            <Expression>dummy</Expression>
            <DataHandler>com.technia.acme.datahandler.CopiedFromDataHandler</DataHandler>
            <FieldCellRenderer>com.technia.acme.render.toppanel.CopiedFromRenderer</FieldCellRenderer>
            <Settings>
                <InputType>textbox</InputType>
                <InputWidth>120</InputWidth>
                <Required>true</Required>
            </Settings>
        </Field>
    </Section>
    <Section>
        <Field>
            <Label>State:</Label>
            <Expression><![CDATA[$<current>]]></Expression>
            <Settings>
                <InputType>textbox</InputType>
                <InputWidth>120</InputWidth>
                <Required>true</Required>
            </Settings>
        </Field>
        <Field>
            <Label>Template Revision:</Label>
            <Expression><![CDATA[$<from.revision>]]></Expression>
            <Settings>
                <InputType>textbox</InputType>
                <InputWidth>120</InputWidth>
                <Required>true</Required>
            </Settings>
        </Field>
    </Section>
</Form>

7. Category Top Panel

As of release 2016.3, a new feature called Category Top Panel was added. Category Top Panel utilizes TVC top panel to show category tree menu. When enabled OOTB tree or category menu is replaced with TVC default category top panel and category menu is rendered using TVC tabs. This provides all the capabilities of TVC tabs like rearranging and hiding tabs. Category Top Panel is flexible and allows configuration / extension to default form. It is also possible to show a different category top panel for the specific type. These configurations are explained in below sections.

The screenshot below shows a default category top panel and a short description of the section within the top panel form.

image
Figure 15. Default Category Toppanel Form
  1. Maximize and minimize toggle.

  2. Form Control

  3. Image drop zone

  4. Name of context object

  5. Type of context object, with the link to higher revision if it exists.

  6. Direct link to pending issues for this context object, shows a table if there are more than one object or else issue object is opened.

  7. Direct link to in-process routes for this context object, shows a table if there are more than one object or else route object is opened.

  8. Description

  9. Previous, current and next state of an object, with links to promote and demote object.

  10. Last modified date with the history of the context object.

  11. Owner of the context object.

  12. Reference document drop zone. On file drop, a new document object is created and connected to a context object.

  13. Direct link to reference document tab when there are more than 2 reference documents connected.

  14. Reference Document with a link to download file. The zip file is generated when there is more than one file checked in.

  15. Enovia actions command to show home page, back, forward and refresh the page.

Category Top Panel App Menu closes only on click of App Menu button. The vertical menus does not support tab cache behavior.
image
Figure 16. Default Category Toppanel

7.1. Usage

Category Top Panel can be enabled for all objects by adding a filter in web.xml as shown below.

<filter>
    <filter-name>TVCCategoryFilter</filter-name>
    <filter-class>com.technia.tvc.core.gui.category.filter.TVCCategoryFilter</filter-class>
    <init-param>
        <param-name>tvc.category.namespace</param-name>
        <param-value>acme:common</param-value>
    </init-param>
    <init-param>
        <param-name>tvc.category.defaultPanel</param-name>
        <param-value>tvc:toppanel:acme:common/DefaultPanel.xml</param-value>
    </init-param>
    <init-param>
        <param-name>tvc.category.showTVCCategory</param-name>
        <param-value>true</param-value>
    </init-param>
 </filter>
 <filter-mapping>
    <filter-name>TVCCategoryFilter</filter-name>
    <url-pattern>/common/emxTree.jsp</url-pattern>
 </filter-mapping>

The table below describes the supported init parameters:

Filter Init Param Description

tvc.category.namespace

This filter param defines the namespace to use for looking up category top panel configured for specific types.

tvc.category.defaultPanel

Default top panel for all types.

tvc.category.showTVCCategory

This parameter can have the value true or false. If set to true, default TVC category top panel is enabled for all types. If set to false, only types which have category menu explicitly defined will have TVC category enabled as per category menu.

7.2. Default Category Top Panel

A default category top panel tvc:toppanel:core:common/DefaultPanel.xml with built-in form fields and sections is available and pre-configured. It is possible to extend this and configure what should be shown in default category top panel form. The filter param tvc.category.defaultPanel can be used to point to default panel.

7.2.1. Default Panel

<TopPanel>
    <Title>
        <Form>tvc:toppanelform:core:common/DefaultTitle.xml</Form>
    </Title>
    <Controls>
         <Control>
            <Label>View/Edit Details</Label>
            <IconClass>ti-c ti-details-c</IconClass>
            <Href>${TVC_ACTION}/showTopPanelForm?form=tvc:toppanelform:core:common/DefaultForm.xml&amp;compactMode=true</Href>
            <Height>80</Height>
        </Control>
    </Controls>
</TopPanel>
Configuration Description

Title

This is similar to title in standard top panel, but title is not displayed when top Panel is rendered in compact mode. This also support java fields similar to top panel form when form is rendered in compact mode.

Title in Category Top Panel does not support editing of data.

compactMode

Used to rendered top panel form in compact mode. By default it is false. When compactMode is false, standard top panel form is rendered.

Height

Height can be specified if form should be rendered in certain size.

7.2.2. Default Form

<Form>
	<Section>
		<Field>
			<DataHandler>com.technia.tvc.core.gui.toppanel.form.builtin.DefaultImageHandler</DataHandler>
			<FieldCellRenderer>com.technia.tvc.core.gui.toppanel.form.builtin.DefaultImageRenderer</FieldCellRenderer>
		</Field>
	</Section>
	<Section>
		<Field>
			<DataHandler>com.technia.tvc.core.gui.toppanel.form.builtin.TypeRevisionHandler</DataHandler>
			<FieldCellRenderer>com.technia.tvc.core.gui.toppanel.form.builtin.TypeRevisionRenderer</FieldCellRenderer>
		</Field>
	</Section>
	<Section>
		<Field>
			<Expression>description</Expression>
			<FieldCellRenderer>com.technia.tvc.core.gui.toppanel.form.builtin.TopPanelDescriptionRenderer</FieldCellRenderer>
		</Field>
	</Section>
	<Section>
		<Field>
			<DataHandler>com.technia.tvc.core.gui.toppanel.form.builtin.DefaultStateHandler</DataHandler>
			<FieldCellRenderer>com.technia.tvc.core.gui.toppanel.form.builtin.DefaultStateRenderer</FieldCellRenderer>
		</Field>
	</Section>
	<Section>
		<Field>
			<DataHandler>com.technia.tvc.core.gui.toppanel.form.builtin.TopPanelReferenceDocumentHandler</DataHandler>
			<FieldCellRenderer>com.technia.tvc.core.gui.toppanel.form.builtin.TopPanelReferenceDocumentRenderer</FieldCellRenderer>
		</Field>
	</Section>
</Form>

Default form has five sections each having one built-in field, it provides functionality and behaviour similar to Enovia OOTB top panel. Built-in handlers are explained in below sections.

7.2.3. Default Title

<Form>
	<Section>
		<Field>
			<Expression>name</Expression>
		</Field>
	</Section>
	<Section>
		<Field>
			<DataHandler>com.technia.tvc.core.gui.toppanel.form.builtin.DefaultTitleStateHandler</DataHandler>
			<FieldCellRenderer>com.technia.tvc.core.gui.toppanel.form.builtin.DefaultTitleStateRenderer</FieldCellRenderer>
		</Field>
	</Section>
</Form>
Editable element is not supported in the title form field.

7.2.4. Built in Handlers

Type Revision Handler

This handler is used for showing following details of objects -

  1. Name

  2. Revision

  3. Link to higher revision if exists

  4. Pending issues to the context object.

  5. Pending changes to the context object.

  6. In process routes on the context object.

<Field>
  <DataHandler>com.technia.tvc.core.gui.toppanel.form.builtin.TypeRevisionHandler</DataHandler>
  <Settings>
    <Setting name="showPendingIssue">true</Setting>
    <Setting name="showPendingChanges">true</Setting>
    <Setting name="showInProcessRoutes">true</Setting>
  </Settings>
  <FieldCellRenderer>com.technia.tvc.core.gui.toppanel.form.builtin.TypeRevisionRenderer</FieldCellRenderer>
</Field>
Setting Description Example

showPendingIssue

whether pending issues should be shown.

true

showPendingChanges

whether pending changes should be shown.

true

showInProcessRoutes

whether in process routes on objects should be shown.

true

Default Image Handler

This handler is used to render and update the image of an object. Drag and drop are used to uploaded image. When first image is uploaded, it is by default set as primary image. Once image is set as primary, subsequent images are just uploaded. Image editor can be opened by clicking on the image and the new image can be set as primary.

<Field>
  <DataHandler>com.technia.tvc.core.gui.toppanel.form.builtin.DefaultImageHandler</DataHandler>
  <FieldCellRenderer>com.technia.tvc.core.gui.toppanel.form.builtin.DefaultImageRenderer</FieldCellRenderer>
</Field>
Setting Description Example

ExlcudeFileTypes

The symbolic name of the types for which should be excluded from image drop zone rendering.

type_Project,type_ProjectSpace,type_BusinessSkill,type_ProjectTemplate,type_ProjectConcept

Reference Document Handler

This handler is used to show and upload reference documents. Drag and drop can be used to create a new document. Name of the file uploaded is set as a title of the document object. First two documents are shown in the field and a link to reference document tab is also shown if there more than two reference documents.

<Field>
  <DataHandler>com.technia.tvc.core.gui.toppanel.form.builtin.TopPanelReferenceDocumentHandler</DataHandler>
  <Settings>
    <Setting name="ExlcudeFileKindof">type_Route,type_RouteTemplate,type_Project</Setting>
    <Setting name="ExlcudeFileTypes">type_Project,type_ProjectSpace,type_BusinessSkill,type_ProjectTemplate,type_ProjectConcept</Setting>
  </Settings>
  <Setting name="ShowOnlyIcon">true</Setting>
  <Setting name="ShowOnlyTitle">true</Setting>
  <FieldCellRenderer>com.technia.tvc.core.gui.toppanel.form.builtin.TopPanelReferenceDocumentRenderer</FieldCellRenderer>
</Field>
Preventing Bad Characters in file names

Files that contain bad characters in its name can be prevented from being uploaded, by defining the set of bad characters using the following setting:

In tvc.properties:

tvc.core.toppanel.badFileNameChars = '#$@&%

Or in TVC init-parameter:

<init-param>
    <param-name>tvc.core.toppanel.badFileNameChars</param-name>
    <param-value>'#$@&%</param-value>
</init-param>
Setting Description Example

ExlcudeFileKindof

The symbolic name of the type kindof for which upload file should not be shown.

type_Route,type_RouteTemplate,type_Project

ExlcudeFileTypes

The symbolic name of the types for which upload file should not be shown.

type_Project,type_ProjectSpace,type_BusinessSkill,type_ProjectTemplate,type_ProjectConcept

ShowOnlyIcon

Only reference document icon will be shown if ShowOnlyIcon is set to true. Default value is false. When both ShowOnlyIcon and ShowOnlyTitle are set to false, Document icon, title and modified date is shown. This is also default behavior.

true

ShowOnlyTitle

Reference document icon and title will be shown if ShowOnlyTitle is set to true. Default value is false.

true

RelationshipName

Symbolic name of the relationship through which reference document will be connected with context object.

relationship_ReferenceDocument

Document

Symbolic name of the document type which should be created.

type_Document

Vault

Symbolic name of the vault in which document should be created.

vault_eServiceProduction

Format

Symbolic name of the file format to be used for checkin of file.

format_generic

Policy

Symbolic name of the policy to be used for reference document creation.

policy_Document

ReferenceDocumentCommand

Name of reference document command in category tree menu. It is possible to give different command names for category tree of different type. Default will be used if specific type is not given.

type_Part:ENCSpecAndReferenceDoc, type_Document:APPDocumentFiles, default:ReferenceDocumentsTreeCategory

7.2.5. Default Category

TVC Category Top Panel also supports Enovia Default Category setting. This can be enabled using the following TVC init parameter.

<init-param>
    <param-name>tvc.core.categoryMenu.showDefaultCategory</param-name>
    <param-value>true</param-value>
</init-param>

Default value is False.

Earlier, the forward and back buttons were available on TVC category top panel for content pages only. As of release 2021.4.0, these buttons are also functional when TVC category top panel is opened in popup mode for Enovia versions 2019x or higher.

7.4. Configurations

7.4.1. Type Specific Category Top Panel

It is possible to define a separate category top panel for any specific type. This can be configured by using category definition defined in namespace as specified in web.xml filter

<filter>
    <filter-name>TVCCategoryFilter</filter-name>
    <filter-class>com.technia.tvc.core.gui.category.filter.TVCCategoryFilter</filter-class> <init-param>
    <param-name>tvc.category.namespace</param-name>
    <param-value>acme:common</param-value>
</init-param>

Category definition follow Enovia type hierarchy and if a category definition exists for type, it is used to load category top panel. If no category definition is found for a type, default category top panel is used.

Sample category top panel configuration

<Category>
    <Action>loadCategoryTopPanel</Action>
    <Param name="panel" value="tvc:toppanel:acme:common/PartPanel.xml" />
</Category>

Action should be loadCategoryTopPanel.

7.4.2. Top Panel Form

It is possible to configure standard top panel form in the default category top panel. This allows to utilize all the capabilities of standard top panel form and still load vertical tab menus. compactMode must be set to false to load standard top panel form. For details on standard top panel form see Top Panel Form Configuration.

Sample Configuration

<TopPanel>
    <Title>
        <Form>tvc:toppanelform:acme:common/Title.xml</Form>
    </Title>
    <Controls>
         <Control>
            <Label>View/Edit Details</Label>
            <IconClass>ti-c ti-details-c</IconClass>
            <Href>${TVC_ACTION}/showTopPanelForm?form=tvc:toppanelform:acme:common/Form.xml&amp;compactMode=false</Href>
            <Height>200</Height>
        </Control>
    </Controls>
</TopPanel>
image
Figure 17. Toppanel Form

7.4.3. Configure Category Top Panel as HREF parameter

TVC Category Top Panel can also be configured from column level without requiring to modify the web.xml. This feature enables to load the businessobject in any required panel.

TVC Category Top Panel loads the Enovia’s in-build command in the category menu. These built-in commands requires Enovia’s JS resource file to load in UI. To include these JS file, specify the JS resources path in tvc.properties file with a pipe ( | ) separator as shown below.

tvc.core.categoryToppanel.aef.jsResources = /common/scripts/file1.js|/common/scripts/file2.js

Till the known Enovia version V6R2023, this feature requires only one enovia’s JS resources emxUICore.js. You can include this JS resources in the tvc.properties file as mentioned below.

tvc.core.categoryToppanel.aef.jsResources = /common/scripts/emxUICore.js

Once the Enovia’s AEF JS Resources are included through tvc.properties, you can configure the href ../tvc-action/loadCategoryTopPanel/foo.jsp?panel=tvc:toppanel:core:common/DefaultPanel.xml with the required panel, and that enables to open the row businessobject in the panel mentioned in href.

Sample Column configuration:

<Column>
    <Name>categorypanel</Name>
    <Label>Load CategoryTopPanel</Label>
    <Href>../tvc-action/loadCategoryTopPanel/foo.jsp?panel=tvc:toppanel:core:common/DefaultPanel.xml</Href>
    <Alt>Open New Category Panel</Alt>
    <TargetLocation>popup</TargetLocation>
    <PopupModal>false</PopupModal>
    <WindowWidth>800</WindowWidth>
    <WindowHeight>600</WindowHeight>
    <ColumnType>icon</ColumnType>
    <IconClass>ti-c ti-launch-c</IconClass>
</Column>

7.4.4. Alternate Category Menu

Enovia allows defining alternate category menus for a type based on registered suite in suite/central property file as shown below.

eServiceSuiteProgramCentral.emxTreeAlternateMenuName.type_Project=PMCtype_Project
eServiceSuiteProgramCentral.emxTreeAlternateMenuName.type_ProjectVault=PMCtype_ProjectVault

This feature is by default disabled and can be enabled via init param tvc.core.categoryMenu.enableAlternateCategoryMenu

<init-param>
    <param-name>tvc.core.categoryMenu.enableAlternateCategoryMenu</param-name>
    <param-value>true</param-value>
</init-param>

If present, the category top panel will first try to load the alternate category menu defined for the registered suite and type in suite/central property file. It further navigates the type hierarchy to find the alternate category menu defined for any of parent types. If an alternate category menu is not found, the standard category menu for type will be loaded.

8. Image Manager

As of release 2012.3, a new feature called "Image Manager" was added. This functionality adds a number of tools allowing the user to upload, browse and edit images uploaded to any Enovia object.

The complete Image Manager can be added with the command called "TVC Image Manager" or with the following href.

${ROOT_DIR}/tvc-action/menuBasedTabPage/foo.jsp?menu=tvc:menu:core:imagemanager/ImageManagerTabs.xml

This will add the three tabs "Upload", "Browse" and "Edit".

You can also use each part of the Image Manager separately, see next chapter.

If any of the image manager actions is launched outside of an Enovia object context you need to pass the objectId parameter.

8.1. Configuration

The Image Manager consists of a number of different parts, each can be used individually with its corresponding TVC action.

8.1.1. Image Upload

The upload page can be launched with the following action.

${ROOT_DIR}/tvc-action/imageManagerUpload

This will launch a page that allows you to upload new images to the object you are in context of. Any previously uploaded images will also be displayed.

image

If you have the TVC File Manager installed this page will include a drop zone allowing you to drag and drop files from your computer (Note: This does not use the standard applet based drop zone from the TVC file manager so it cannot be configured with drop zone handlers etc.) Since this drop zone is html5 based it will only work in browsers that supports this, see Browser Requirements below for more information.

There is also a button allowing you to open a standard file browser to select images from your computer.

The images will be uploaded to a connected "Image Holder" object, see this section for more information.

8.1.2. Image Browsing

The image browsing page can be launched with the following action.

${ROOT_DIR}/tvc-action/imageManagerSlideShow

This will launch a "gallery" with thumbnails of all the images currently uploaded to the object. This gallery allows you to browse/view all images in various ways.

image

There are a number of request parameters you can use to configure the gallery when launching this action. NOTE: All string values needs to be inside apostrophes.

Parameter Name Description Default Values

transition

Defines what transition to use when browsing to the next/previous image.

‘fade’

‘fade’, ‘flash’, ‘pulse’, ‘slide’, ‘fadeslide’

responsive

Sets if gallery should be responsive to browser window size or not.

true

true, false

imageCrop

Defines how the main image will be cropped inside its container. By default all images will be scaled to fill the stage, centered and cropped.

true

true, false, ‘height’, ‘width’, ‘landscape’, ‘portrait’

maxScaleRatio

Defines how much an image can be scaled.

3

Any number

height

Sets the gallery height, either fixed or relative. The default value 0.5625 will set a 16/9 ratio. Setting it to 400 will set the height to 400 pixels.

0.5625

Any number

width

Sets the gallery width. By default the width will be fetched from the containing element. You can use a number to set it to a fixed width.

‘auto’

‘auto’ or any number

showCounter

Toggles the counter.

true

true, false

lightbox

Attach a lightbox (to zoom in) when users clicks an image.

true

true, false

This gallery also works on most new smart phones and tablets. If used from TVC mobile it needs to be launched into a new browser tab. Se TVX for an example.

8.1.3. Image Editing

The image editing page can be launched with the following action.

${ROOT_DIR}/tvc-action/imageManagerEdit

This will launch a page displaying all uploaded images with a menu containing some image editing commands.

image

The "Set as primary" command will set the selected image as "primary".

The "Delete Image" command will delete the selected image.

The "Annotate" command will launch the image annotation page for the selected image. See next chapter for more detailed information about this.

8.1.4. Image Annotation

The image annotation page can be loaded directly for an image with the following action.

${ROOT_DIR}/tvc-action/imageManagerAnnotate

This action needs the following parameters when loaded

Parameter Name Description

objectId

Enovia Object ID for the object containing the image

imageName

File name of the image to annotate. (Object can contain multiple images)

This will launch the image together with a toolbar of commands that allows you to annotate the image with text and different shapes. The annotation will be saved in the database (both annotation data and as a flattened image) so you can load an existing annotation for later editing/viewing. For detailed information on how the annotations are saved, see this chapter.

image

The annotation also page works on most new smart phones and tablets. If used from TVC mobile it needs to be launched into a new browser tab. Se TVX for an example.

As of release 2016.3.0 user can add curved line, dashline as well as double headed arrow on the image.

annotate

8.1.5. Multiple objects/image holders

The Image Browsing and Image Editing pages can be loaded with images from several objects at the same time. You can do this in two different ways, either by sending several object ids as request parameters or by using a related object expression to load the other objects.

Parameters Example Description

objectId

/tvc-action/imageManageEdit?objectId=123.456.789.001&objectId=123.456.789.002

Will load images from all objects passed as request parameters.

relatedImageExpression

/tvc-action/imageManageEdit?objectId=123.456.789.001&relatedImageExpression=from[Reference Document].to.id

Will use the expression to find objects to load images for.

8.2. Images and annotations data model

The TVC Image Manager uses the Enovia data model for uploading images to a related object of the type "Image Holder". Each image that is uploaded will be checked in to this related object together with several resized smaller versions of the image.

If one of these images is annotated and saved an object of the type "TVC Image Annotation" will be connected to the Image holder. This is connected with the relationship "TVC Image Annotation" containing an attribute "TVC Annotated Image" that specifies the name of the annotated image. The annotation object will have an attribute containing the annotation data so it can be loaded and edited again. It will also contain a checked in file that is a flattened jpg of the annotated image for use in reports and other places.

So the image original that is being annotated will be kept unchanged and not modified.

By default the annotated image is displayed in view annotation mode only. To preview annotation in upload, browse and edit tabs of Image Manager following tvc property setting has to be configured.

tvc.core.imageManager.previewAnnotation=true

URL parameter previewAnnotation=false can be passed in "Image Upload", "Image Browse" and "Image Editing" tabs if preview annotation is not required in any of them.

URL parameter previewAnnotation’s default value is true and it is obeyed only when global annotation property setting is enabled.

9. Image Flow

As of release 2010.2, a new feature called Image Flow was added.

The Image Flow allows the user to browse through a set of images. The images are typically the primary images associated to a set of objects, but it is possible to launch the image flow and show all images associated to an object.

Moreover, the image flow can be configured to launch an URL below the image. When the image is shown, the object associated with the image will be passed along to the specified URL and the page is loaded.

The example screenshot below illustrates an example use case of an image flow.

image

The image flow is configured via an XML file, and to launch the image flow you should use the URL below:

${ROOT_DIR}/tvc-action/imageflow?config=tvc:imageflow/MyImageFlow.xml

The config parameter can be omitted, in that case the image flow will only display the images associated with the object provided in the request. However, typically is that you use a configuration for the image flow. The sub chapter describes the configuration in detail.

9.1. Configuration

The Image Flow component is configured via an XML resource. The XML configuration is of type "imageflow" hence it must be stored inside a directory under the WEB-INF/tvc folder called "imageflow". If you use namespaces (domains), the folder is slightly different.

9.1.1. Example

<ImageFlow>(1)
    <Height>50%</Height>(2)
    <Images>(3)
        <ImageFormat>large</ImageFormat>(4)
        <TitlePattern>$&lt;attribute[attribute_MarketingName]&gt;</TitlePattern>(5)
        <Loader>(6)
            <Query type="type_Model" vault="vault_eServiceProduction"/>
        </Loader>
    </Images>
    <View>
        <URL action="navigate">(7)
            <Param name="pageConfig">tvc:pageconfig:tvx:vcc/Products.xml</Param>
            <Param name="inquiry">tvc:inquiry:tvx:vcc/ProductsFromModel.xml</Param>
            <Param name="portalMode">true</Param>
        </URL>
    </View>
</ImageFlow>
1 The root tag is always <ImageFlow>.
2 The <Height> tag specifies the height of the Image Flow itself; you can either use percentage or pixels.
3 Within the <Images> element you configure what’s displayed in the Image Flow component.
4 The <ImageFormat> designates which format to use. The accepted values are ‘thumbnail’, ‘small’, ‘medium’ and ‘large’.
5 The <TitlePattern> element defines a pattern that will be evaluated to extract the title to use for each object/image. You’re allowed to use business object select macros within this pattern to get data from each object.
6 The <Loader> element configures how to find the objects whose images will be displayed in the Image Flow. Apart from <Query/>, you can also use <Expansion type=’’ relationship=’’ from=’*’ />, <Inquiry inquiry=’’ /> and <JPO program=’’ function=’’ /> within this element. See next chapter for further details.
7 Lastly, the <URL> element defines which URL to be used below the Image Flow.

9.1.2. Loader Types

The data can be loaded using a couple of different alternatives:

  • Expansion

  • Query

  • Inquiry

  • JPO

  • Data Set

To use an expansion, the image flow must be launched in the context of an object, while the latter doesn’t require so.

Query

The example below shows the attributes that you can use to control a query

<Query type="type_Part,type_AnotherType"
    name="A*"
    revision="*"
    vault="vault_eServiceProduction"
    where=""
    owner=""
    limit="1000"
    expand="true"/>
Expansion

The example below shows the attributes that you can use to control an expansion.

<Expansion type="type_Part,type_AnotherType"
    relationship="relationship_EBOM,relationship_AnotherRel"
    objectWhere=""
    relationshipWhere=""
    recurseToLevel="2"
    from="true"
    to="false" />
Inquiry

The example below shows the attributes that you can use to control an inquiry.

<Inquiry inquiry="name of inquiry"/>
JPO

The example below shows the attributes that you can use to control the JPO.

<JPO program="" function=""/>
Data Set

The example below shows the attributes you can use to load data through a data-set.

<DataSet name="tvc:dataset/MyDataSet.xml"/>

9.2. Images

The images that are taken from the objects loaded are either the Image connected with the "Primary Image" relationship, or the primary image specified on the "Image Holder" object connected. E.g. the image flow supports the two different alternate image concepts that exist in the ENOVIA Centrals.

You can also use a custom so called Image finder, which evaluates what images to be included.

To do so, you need to specify the following within the configuration:

<ImageFlow>
    <Images>
        <Finder>value</Finder>

The value can either be "primary", "objectimage" or a class name of a class that implements the interface shown below:

package com.technia.tvc.core.gui.imageflow.model.finder;

import com.technia.tvc.core.gui.imageflow.model.Image;
import com.technia.tvc.core.TVCException;
import com.technia.tvc.core.db.aef.env.Environment;

public interface ImageFinder {
    Image[] getImages(Environment env) throws TVCException;
}

If omitting the finder from the definition, the primary images are loaded (same as saying "primary"). If you instead want to load all images available from the object(s) loaded, then you use the "objectimage" string instead.

And as mentioned, if you need to load the images in a custom way, implement your own ImageFinder.

9.3. Browser Requirements

The Image Flow is implemented as a Microsoft Silver Light component. The client who is using the Image Flow must have the Microsoft Silver Light 3 Runtime installed (browser plug-in).

10. Charts

It is possible to create charts that are predefined with an XML configuration file. The chart is then accessed from an ordinary command, which contains the reference to the XML file that defines/configures the chart.

The chart is based upon data based upon applying a system table (or XML table) upon objects/connections loaded via an inquiry, JPO or through another mechanism.

10.1. Command

To create a Command that displays the chart you set the Href parameter as shown below. The TVC action is named "chart" and takes one parameter, "chartConfig". The value of "chartConfig" should be the name of the xml file defining the chart.

Example:

${ROOT_DIR}/tvc-action/chart?chartConfig=<name of configuration>

image

10.2. XML Definition

The example below illustrates how to define a chart with xml.

<Chart>
    <ChartType>BAR</ChartType>
    <Columns>
        <Column>Name</Column>
        <Column>Weight</Column>
    </Columns>
    <DataProvider>inquiry:tvc:inquiry:tvx:enc/Heaviest10Parts.xml</DataProvider>
    <TableName>tvc:table:tvx:enc/PartInfo.xml</TableName>
    <Title>Default title</Title>
    <Title locale="sv_SE">Localized title</Title>
    <XaxisTitle>Default x-axis title</XaxisTitle>
    <XaxisTitle locale="sv_SE">Localized x-axis title</XaxisTitle>
    <YaxisTitle>Default y-axis title</YaxisTitle>
    <YaxisTitle locale="sv_SE">Localized y-axis title</YaxisTitle>
    <Width>800</Width>
    <Height>400</Height>
    <Render3D>false</Render3D>
    <ShowLegend>false</ShowLegend>
    <ShowPercent>false</ShowPercent>
    <ShowNumberLabel>true</ShowNumberLabel>
    <ShowNameLabel>true</ShowNameLabel>
    <CountOccurrences>false</CountOccurrences>
    <BaseColor>rgb(55, 85, 15)</BaseColor>
    <ChartColors>
        <Color>rgb(76, 164, 173)</Color>
        <Color>rgb(131, 224, 235)</Color>
        <Color>rgb(123, 143, 186)</Color>
        <Color>rgb(83, 99, 150)</Color>
        <Color>rgb(91, 56, 140)</Color>
    </ChartColors>
</Chart>

10.2.1. Child elements of Chart

Element Name Description Mandatory Values

ChartType

The type of chart to be displayed

Yes

See below

Columns

List of column names with one or more "<Column>" elements.

Yes

Any names that is available in the custom java class or in the Structure Browser if the chart is created from a structure browser.

DataProvider

The data provider. More about data providers.

Yes

See below

TableName

Name of the table to apply on the data from the Inquiry.

Yes, if an Inquiry is used.

Table name.

Title

The chart title text

No

Chart title text. Can be localized using the attribute "locale".

XaxisTitle

Title text for the X axis

No

X axis title text. Can be localized using the attribute "locale".

YaxisTitle

Title text for the Y axis

No

Y axis title text. Can be localized using the attribute "locale".

Width

Sets the width of the chart.

No

Numeric value. Default is 600.

Height

Sets the height of the chart.

No

Numeric value. Default is 600.

CountOccurrences

If set to true the Y axis will show the number of occurrences of each value of the supplied column. If false the Y axis will show each value of the column which then must contain a numerical value.

No

True/false. True is default.

Render3D

Determines whether the chart is shown in 3D. Exceptions listed in below.

No

True/false. False is default.

ShowLegend

Determines whether the legend is shown. Exceptions listed in below.

No

True/false. False is default.

ShowPercent

Determines whether the percent value is shown. Exceptions listed in below.

No

True/false. False is default.

ShowNumberLabel

Determines whether a label with the value number is shown. Exceptions listed below.

No

True/false. False is default.

ShowNameLabel

Determines whether a label with the name of the data series is shown. Only available for Chart type Bar and Stacked_Bar.

No

True/false. False is default.

BaseColor

Used to set the base color of the chart. The given color is the darkest used, together with the required number of lighter shades of the same color. If "ChartColors" are supplied, "BaseColor" is not used.

No

Text containing an rgb value on the format "rgb(rVal, gVal, bVal)". Default is a shade of blue.

ChartColors

List of color with one or more "<ChartColor>" elements. If not enough colors are in the list, they will be reused.

No

Ex: <ChartColor>rgb(45, 65, 185)</ChartColor>

10.2.2. Chart types

Here is a brief description of which settings are available for tweaking your charts, per chart type.

Pie Chart
  • ChartType id "PIE".

  • Needs one column with input data.

  • Labels are always visible.

  • "ShowPercent", "ShowLegend" and "Render3D" are available.

Multiple Pie Chart
  • ChartType id "MULTIPLE_PIE".

  • Needs two columns with input data.

  • Labels are always visible.

  • "ShowPercent", "ShowLegend" and "Render3D" are available.

Ring Chart
  • ChartType id "RING".

  • Needs one column with input data.

  • Labels are always visible.

  • "ShowPercent" is available.

  • "Render3D" and "ShowLegend" are unavailable.

Bar Chart
  • ChartType id "BAR"

  • Needs one or two columns with input data

  • "Render3D" and "ShowLegend" are available

  • "ShowPercent" is unavailable

Stacked Bar Chart
  • ChartType id "STACKED_BAR"

  • Needs two columns with input data

  • "Render3D" and "ShowLegend" are available

  • "ShowPercent" is unavailable

Area Chart
  • ChartType id "AREA"

  • Needs two columns with input data

  • "ShowLegend" is available

  • "ShowPercent" and "Render3D" are unavailable

Stacked Area Chart
  • ChartType id "STACKED_AREA"

  • Needs two columns with input data

  • "ShowLegend" is available

  • "ShowPercent" and "Render3D" are unavailable

Timeline Chart
  • ChartType id "TIMELINE"

  • Needs one, two or three columns

    • Column 1 – must be a date, which is mapped to the X axis.

    • Column 2 – if "CountOccurrences" is set to true then this will the category column. If "CountOccurrences" is set to false then this column will be used as a numeric value mapped to the Y axis. If two objects have the same date those values will be accumulated.

    • Column 3 – this is the category column when "CountOccurrences" is set to false.

  • "ShowLegend" is available

  • "ShowPercent" and "Render3D" are unavailable

Bubble Chart
  • ChartType id "BUBBLE"

  • Needs four columns with input data and can take one optional fifth column. They are used in top-down order as follows

    • Column 1 is the x-axis

    • Column 2 is the y-axis

    • Column 3 is the size of the bubbles

    • Column 4 is the colour of the bubbles

    • Column 5 is optional and defines the data for the labels on the bubbles

  • "ShowPercent" and "Render3D" are unavailable

  • "ShowLegend" cannot be turned off

10.2.3. Data Provider

The data provider element defines how the data that drives the chart is being loaded. Depending on how the data is being loaded, the format of the data provider value is different. The purpose of a dataloader is to provide the objects (and optionally connections) that is being a part of the chart.

The list below illustrates the different data providers that are supported, and the format:

Type Example Description

Inquiry

<DataProvider>inquiry:The Name Of The Inquiry</DataProvider>

Will use the specified inquiry to load the data.

JPO

<DataProvider>jpo:NameOfJPO:methodToBeCalled</DataProvider>

Will use the specified JPO/method to load the data.

Java

<DataProvider>java:com.acme.MyDataProvider</DataProvider>`

Will use a custom data provider, which is implemented in a Java class. The Java class must implement the interface:

com.technia.tvc.core.gui.chart.ChartDataProvider

This interface has one method that is required to be implemented. That method returns the data as a TableBean. See the developer documentation / API documentation for further details about these interfaces.

10.3. Chart Font Configuration

The default font used in the generated charts is Verdana. To change this font, one can apply the following init-parameter:

<init-param>
    <param-name>tvc.core.chart.baseFont</param-name>
    <param-value>MS Mincho</param-value>
</init-param>

Note that multi-byte characters might not be rendered correctly when using Java 1.5 or previous versions. To correct this, copy the font files into the JAVA_HOME/jre/lib/fonts directory on the application server.

It is also possible to configure the sizes of the fonts used in the different places.

This is done through init-parameters; listed below:

tvc.core.chart.font.titleFont
tvc.core.chart.font.legendFont
tvc.core.chart.font.labelFont
tvc.core.chart.font.pieTitleFont
tvc.core.chart.font.bubbleTitleFont
tvc.core.chart.font.bubbleLabelFont
tvc.core.chart.font.numberAxisLabelFont
tvc.core.chart.font.numberAxisTickLabelFont

The value for these init-parameters should be a value that is accepted by the java.awt.Font.decode(String) method, example: "arial-plain-12".

It’s also possible to configure some colors used;

tvc.core.chart.color.labelBackgroundColor
tvc.core.chart.color.labelOutlineColor
tvc.core.chart.color.labelLinkColor
tvc.core.chart.color.pieTitleColor
tvc.core.chart.color.bubbleTitleColor

The values for the colors should be according to this syntax:

  1. RGB: rgb(55,100,99)

  2. HEX: #FFACDA

  3. Named Color: White, LightGray, LightYellow, Indigo, …​ (the list is too long…​)

Another alternative is to modify these upon startup; e.g. in your plugin, add some code within your "init()" method that initializes the look and feel of the generated charts.

Example:

import com.technia.tvc.core.chart.ChartLookAndFeel;
    ...
    public void init() {
        ChartLookAndFeel lf = ChartLookAndFeel.getInstance();
        lf.setTitleFont(new Font(...));
        lf.setLegendFont(new Font(...));
        ...
    }
    ...

It’s however important that you do this once and not try to change this when the application is up and running, since the chart factory will use the values from the ChartLookAndFeel instance when the charts are being created.

11. Data Sets

Data sets allows an administrator to define complex data retrievals within XML format. This feature was initially developed for use in the report generator but due to its power and flexibility, the support for using data-sets has increased into most of the TVC Components nowadays.

A data set can either be a structure consisting of objects and connections or a "flat" list of objects (each row in a flat list can also be associated with a connection).

A data set can typically be used to load data in several places across the TVC components. Some examples of use are:

  • Loading data into a Structure Browser

  • Loading data into a Grid Browser

  • Loading data within the image flow

  • Loading data into a chart / dashboard.

  • Loading data into a Report

A data set is defined in XML and is stored as a "resource" below the /WEB-INF/tvc folder within the ENOVIA web-application. The type of this resource is called "dataset". Below is a table showing some examples of the paths and their corresponding resource name to a particular data set.

File System Path (Relative from the root dir of your application) Resource Name

/WEB-INF/tvc/dataset/MyDataSet.xml

tvc:dataset/MyDataSet.xml

/WEB-INF/tvc/tvx/enc/dataset/MyDataSet.xml

tvc:dataset:tvx:enc/MyDataSet.xml

/WEB-INF/tvc/dataset/test/MyDataSet.xml

tvc:dataset/test/MyDataSet.xml

/WEB-INF/tvc/tvx/enc/dataset/test/MyDataSet.xml

tvc.dataset:tvx:enc/test/MyDataSet.xml

11.1. XML Format

The root element of the XML data structure is <DataSet>.

Below the root element, you will declare a so called loader.

There exist a number of different loaders, some of them require "input", which either comes from the "caller" such as object-ids provided in request parameters or from a "child" loader, while some loaders doesn’t require input.

The table below describes the built-in loaders together with a short description and reference to the chapter where they are described in more detail.

Loader XML Element Description Requires Input

Expand

<Expand>

Performs an expansion. The way the expansion is done, is configured through child elements.

Yes

Inquiry

<Inquiry>

Executes an inquiry. Either the inquiry is defined "inline" in the XML, or you reference an existing inquiry.

No

Query

<Query>

Performs a temp query. The query parameters are configured as child elements.

No

Java Program Object

<JPO>

Executes a Java Program Object.

No

Select

<Select>

Performs a "select" to retrieve the desired objects.

Yes

Flatten

<Flatten>

Converts a structure into a flat list. E.g. removes all hierarchy information

Yes

End Items

<EndItems>

Removes all nodes except the leafs from a structure.

Yes

Remove Duplicate Objects

<RemoveDuplicates>

Ensures that each object only appears once.

Yes

Filter

<Filter>

Performs a filtering of the rows based upon an expression.

Yes

Java

<Java>

Defines a loader implemented in Java

No

Source

<Source>

Explicitly obtains the objects provided by the client; typically the values either from the "emxTableRowId" parameter or the "objectId" parameter.

No

PersonObject

<PersonObject>

Gives the object-id of the person object associated with the current user.

No

CompanyObject

<CompanyObject>

Gives the object-id of the company object associated with the current user.

No

RemoveRoots

<RemoveRoots>

Removes the root nodes from a structure.

Yes

DataSetRef

<DataSetRef>

Includes the content from another data-set

No

Structure

<Structure>

Converts a flat list of objects into a structure, where the root nodes of the structure originate from the rows in the flat list.

Yes

Union

<Union>

Combines the result from several loaders into one flat list OR one structure.

Yes

Intersection

<Intersection>

Takes the id’s that are present in all child loaders.

Yes

Complement

<Complement>

Loads data from one or more child loaders, and exclude data by defining other child loaders that defines what to exclude.

Yes

DoPrivileged

<DoProvileged>

Runs the child loaders with system privileges

Yes

LatestInState

<LatestInState>

Finds the latest revision of the object in a particular state.

Yes

ExaleadQuery

<ExaleadQuery>

Performs a query against Exalead. The query parameters are configured as child elements.

No

SecurityContext

<SecurityContext>

Obtains the security context for the current user

No

ConditionallyInclude

<ConditionallyInclude>

Conditionally includes the child loader based upon the presence or non-presence of a parameter

Yes

PathQuery

<PathQuery>

Performs a query on path. The path query parameters are configured as child elements.

No

InvokeService

<InvokeService>

Fetch the objects from the 3DExperience web service result. Use the service config to define the 3DExperience web services

No

Label

<Label>

Label for dataset.

No

11.1.1. Nesting of Loaders

A loader might require input, while some don’t. The loaders that requires input can either use input from a loader defined as a child element OR it can use the input as provided by the caller (typically from request parameters such as "emxTableRowIdParam" passed from selected rows in a table/structure page OR the "objectId" parameter that also is used to pass the id of one or more objects).

Below is an example how to "nest" the loaders:

<DataSet>
    <RemoveDuplicates>(5)
        <Filter usesBusinessObject="true">(4)
            <Expression>attribute[Unit of Measure] == kg</Expression>
            <EndItems>(3)
                <Expand>(2)
                    <Inquiry>(1)
                        <Name>tvc:inquiry/MyInquiry</Name>
                    </Inquiry>
                </Expand>
            </EndItems>
        </Filter>
    </RemoveDuplicates>
</DataSet>

Note that this example is not complete; some configuration details has been left out for readability purpose.

What this example actually does is:

1 Use an inquiry to load some objects
2 The objects loaded from the inquiry is expanded according to the Expand definition
3 All rows except the end items within the structure is removed
4 A filter is applied to the objects, which will remove all objects that doesn’t fulfil the filter-expression
5 Finally, all objects appearing more than once are removed.

This illustrates how to accomplish a quite complex data-retrieval just by using a combination of different loaders. If you would have implemented this code as for example a JPO, you would typically need to implement +100 rows of Java code.

11.1.2. Expansion

A complete definition how to expand a structure is shown below. Note that some elements are optional.

<DataSet>
    <Expand>
        <From>true</From>
        <To>false</To>
        <Depth>1</Depth>
        <TypePattern>
            <Type>type_Part</Type>
            <Type>...</Type>
        </TypePattern>
        <RelationshipPattern>
            <Relationship>relationship_SparePart</Relationship>
            <Relationship>...</Relationship>
        </RelationshipPattern>
        <ObjectWhere>...expression...</ObjectWhere>
        <RelWhere>...expression...</RelWhere>
        <LoadRootInquiry>name of inquiry that provides the root objects</LoadRootInquiry>
    </Expand>
</DataSet>

Setting the depth to 0, you will expand as deep as possible. This can only be done in one direction.

The "LoadRootInquiry" element can be used to specify an inquiry that loads the root nodes. This would be the same as doing:
<Expand>
    <Inquiry>
        <Name>name of inquiry</Name>
    </Inquiry>
</Expand>

The difference is that the first approach will execute slightly more efficient.

11.1.3. Inquiry

Executing an inquiry can be done in two different ways. Either you will reference an existing inquiry by its name, or you can define the inquiry inline. Below are two examples illustrating both ways.

<Inquiry>
    <Name>name of inquiry to run</Name>
</Inquiry>

Alternatively, you can also say:

<Inquiry name="name of inquiry"/>

Or by defining the inquiry inline:

<Inquiry>
    <Code>temp query bus Part * * limit 100</Code>
    <Pattern>*|*|*|${OID}</Pattern>
    <Format>${OID}</Format>
</Inquiry>

11.1.4. Query

A complete definition how to perform a query is shown below. Note that some elements are optional.

<Query>
    <ExpandType>true</ExpandType> <!-- whether or not to find sub-types -->
    <FindLimit>0</FindLimit> <!-- the find limit -->
    <TypePattern>
        <Type>type_Part</Type>
        <Type>type_AnotherType</Type>
    </TypePattern>
    <NamePattern>
        <Name>A*</Name>
        <Name>B*</Name>
    </NamePattern>
    <RevisionPattern>
        <Revision>A</Revision>
        <Revision>B</Revision>
        <Revision>C</Revision>
    </RevisionPattern>
    <OwnerPattern>
        <Owner>A user</Owner>
    </OwnerPattern>
    <VaultPattern>
        <Vault>A vault</Vault>
        <Vault>Another vault</Vault>
    </VaultPattern>
    <Where>$&lt;attribute[attribute_Weight]&lt; &gt; 100</Where>
</Query>

11.1.5. JPO

The JPO loader can be used to invoke a JPO. The example below illustrates how to configure such loader.

<JPO>
    <Name>MyJPO</Name>
    <Method>myMethod</Method>
</JPO>

Alternatively, you can also say:

<JPO name="MyJPO" method="myMethod"/>

The JPO method must return a MapList where each Map in the list contains the "id" and optionally the "id[connection]" key.

11.1.6. Select

The select loader selects id’s based upon the input to the select loader. Below is an example how to do so:

<Select>
    <Statement>from[Documents].to.revisions.id</Statement>
    <Statement>from[Specs].to.revisions.id</Statement>
</Select>

By default, the select loader assumes that you select on business objects, and the select returns other business object id’s. If you select on relationships, or your select clause returns connection id’s, see below for details.

Note 1: In this case, the select is done upon the implicit input objects as provided by the client. You can use a child-loader also; in that case, the select is based upon the objects provided by that loader.

Note 2: it is possible to have several statements. Each statement must of course return object-ids.

If you have select statements that operates on connection id’s; then you can specify so as shown below:

<Select selectFromConnections="true">
    <Statement>to.id</Statement>
</Select>

If your select statement would return connection id’s instead of object id’s, then you can specify so as shown below:

<Select selectReturnsConnections="true">
    <Statement>to.id</Statement>
</Select>

If you only have one select statement, this can be written as:

<Select statement="from[Documents].to.id"/>

11.1.7. Flatten

The flatten loader doesn’t have any configuration options. The only requirement is that the input to this loader is a structure; if not, nothing will be done by this loader.

Example:

<Flatten>
    <Expand>
    ...
    </Expand>
</Flatten>

11.1.8. End Items / Leafs

The end items loader doesn’t have any configuration options. The only requirement is that the input to this loader is a structure; if not, nothing will be done by this loader.

Example:

<EndItems>
    <Expand>
    ...
    </Expand>
</EndItems>

11.1.9. Remove Duplicates

The remove duplicates loader requires input, either a structure or a flat list. In case of a structure, the removal of duplicates is only made on the root-nodes in the structure.

Example:

<RemoveDuplicates>
    <EndItems>
        <Expand>
            ...
        </Expand>
    </EndItems>
</RemoveDuplicates>

If you need to retain occurrences of the same object if the connection id differs, specify so using the attribute "ignoreConnectId" as shown below:

<RemoveDuplicates ignoreConnectId="false">
    <EndItems>
        <Expand>
            ...
        </Expand>
    </EndItems>
</RemoveDuplicates>

11.1.10. Filter

The filter loader can be used to filter out objects based upon an expression. This loader requires input. The example below expands a structure, makes it flat, then applies the filter and removes all the rows not matching this filter.

<Filter>
    <Expression>$&lt;attribute[attribute_Classification]&gt; == ABC</Expression>
    <Flatten>
        <Expand>
            ...
        </Expand>
    </Flatten>
</Filter>

Alternatively, you can also say:

<Filter expression="$&lt;attribute[attribute_ABC]&gt; == 'DEF'"/>

NOTE 1: The expression is evaluated using the ENOVIA select statement "evaluate[${EXPRESSION}]". All rows returning TRUE will be accepted, others will be filtered out.

NOTE 2: If you need to combine criteria using AND/OR operators; you might in some cases need to use the AND or OR key words instead of using the && and || operators. This is due to a bug/behaviour of ENOVIA.

For example the expression shown below:

<Expression>attribute[Attribute 1] == Value1 || attribute[Attribute 2] == Value2</Expression>

Might need to be rewritten as shown below:

<Expression>attribute[Attribute 1] == Value1 *OR* attribute[Attribute 2] == Value2</Expression>

E.g. the operators || and && could be changed to OR and AND.

To verify your expressions, you can from MQL do:

<MQL> pri bus T N R select evaluate[attribute[Attribute 1] == Value1];

NOTE 3: If your expression should be evaluated against the connections instead of over the business objects, which is the default, then you can say so as shown below:

<Filter usesBusinessObject="false" ...>

11.1.11. Java

To use a custom loader within a data-set that is implemented in Java, this can be done through the example below:

<Java className="com.acme.MyDataLoader"/>

The class specified must implement one of the interfaces below:

  • com.technia.tvc.core.db.dataset.loader.DataLoader

  • com.technia.tvc.core.db.dataset.loader.DataLoaderWithInput

If your custom Java class supports load by a child loader, you need to implement the DataLoaderWithInput interface.

11.1.12. Source

The source objects as provided by the client through for example request parameters will be used by the data-loaders that require input, but doesn’t have any input configured in the data-set XML file through any child loaders, implicitly.

To explicitly define that you will use the source objects, then you can define this in the Data set XML file like shown below:

<Filter>
    <Expression>...</Expression>
    <Source/>
</Filter>

If any other parameter needs to used in place of objectId then useParameter attribute could be used to pass the parameter name for source input.

<Source useParameter="parentOID"/>

In some use cases, physical id is used as input which would not give a proper result with the combination of other datasets such as Complement, Intersection, Union, etc…​ In such a scenario, checkPhysicalId attribute could be used with a boolean value to check the use of physical id and convert the source inputs into object ids and connection-ids.

<Source checkPhysicalId="true"/>

11.1.13. Person Object

The id of the person object associated with the current user can in some cases be useful to start from when for example expanding a structure. Below is an example how to use it:

<EndItems>
    <Expand>
        ...
        <PersonObject/>
    </Expand>
</EndItems>

This example will expand the person object and finally filter out all rows in the structure except for the "end items".

11.1.14. Company Object

The id of the company object associated with the current user can in some cases be useful to start from when for example expanding a structure. Below is an example how to use it:

<EndItems>
    <Expand>
        ...
        <CompanyObject/>
    </Expand>
</EndItems>

This example will expand the company object and finally filter out all rows in the structure except for the "end items".

11.1.15. Remove Roots

In some cases when you have expanded a structure, you only want to remove the root nodes. This can be accomplished as shown below:

<RemoveRoots>
    <Expand>
        ...
    </Expand>
</RemoveRoots>

The "RemoveRoots" element doesn’t have any configuration options.

11.1.16. Dataset Reference

A dataset might use the outcome from another dataset. This can be accomplished as shown below:

<DataSetRef name="tvc:dataset/MyDataSet.xml">

11.1.17. Structure

In conjunction with the Flatten loader, which converts a structure into a flat list, you can use the Structure loader to convert a flat list into a structure.

Each row in the flat list used as input to this loader will be set as root node in the returned structure.

Note that if the input to this loader is a structure, no change is made.

You can configure this loader with some additional attributes:

Attribute Description

ignoreRelIds

A Boolean specifying if to exclude any relationship information as provided by the child loader.

Default is false.

Example:

<Structure ignoreRelIds="false">
    <Query>
        ...
    </Query>
</Structure>

11.1.18. Union

To combine the result from several loaders, you can use the "Union" loader. This can be accomplished as shown below:

<DataSet>
    <Union>
        <DataSetRef name="tvc:dataset/Example.xml"/>
        <Query>
            <TypePattern>
                <Type>type_SomeType</Type>
            </TypePattern>
            <FindLimit>10</FindLimit>
            <Where>current == Obsolete</Where>
        </Query>
        <Query>
            <TypePattern>
                <Type>type_AnotherType</Type>
            </TypePattern>
            <FindLimit>10</FindLimit>
            <Where>current == Create</Where>
        </Query>
        <Query>
            <TypePattern>
                <Type>type_ThirdType</Type>
            </TypePattern>
            <Where>current == Release</Where>
            <FindLimit>10</FindLimit>
        </Query>
    </Union>
</DataSet>

In this example, we combine the result from three queries and the result from a referenced data-set.

If any of the loaders contains structural data, the outcome of this loader becomes a structure.

To force flat list, you can use the attribute "forceFlat" on the <Union> element and set the value to true. E.g.

<DataSet>
    <Union forceFlat="true">

11.1.19. Intersection

This loader will return the ID’s that are part of all child loaders. Example:

<DataSet>
    <Intersection>
        <DataSetRef name="tvc:dataset/First.xml"/>
        <DataSetRef name="tvc:dataset/Second.xml"/>
    </Intersection>
</DataSet>

The result from the example below will contain the objects that are in both the results from the specified data-sets.

By default, this loader uses the object-id’s. However, you can configure it to use the relationship id’s instead. This is accomplished as shown below:

<DataSet>
    <Intersection useRelationship="true">

11.1.20. Complement

To exclude data from a loader, you can use the Complement-loader. It allows you to define nested loaders, which defines the maximum objects/connections to be included. From this maximum set, you can exclude objects/connections.

See the example below which queries the system for all Person objects, but excludes the one representing the current user.

<Complement>
    <Include>
        <Query>
            <TypePattern>
                <Type>type_Person</Type>
            </TypePattern>
        </Query>
    </Include>
    <Exclude>
        <PersonObject/>
    </Exclude>
</Complement>

Both the <Include> and <Exclude> elements accepts multiple loaders.

11.1.21. DoPrivileged

By default, any data loader within a data set is run with the same context (credentials) as the user who is logged in. In some cases, you might want to run a query as a super user in order to by-pass any access checks that are expensive to evaluate. To do so, you can accomplish this as shown below:

<DataSet>
    <DoPrivileged>
        <Query>
            ...
        </Query>
    </DoPrivileged>
</DataSet>

11.1.22. Latest in State

This loader is used to get only the latest revision of the object which is in the specific state. For example this can be used to only get the latest "Released" revision of a part. Example of this scenario:

<DataSet>
    <LatestInState>
        <State>Released</State> (1)
        <Query>
            <TypePattern>
                <Type>Part</Type>
            </TypePattern>
            ...
        </Query>
    </LatestInState>
</DataSet>
1 State definition

11.1.23. Exalead

Uses the criteria specified in the configuration to find the objects of interest.

The criteria consists of one or more criterions. Each criterion specifies:

  • The field which defines what to search on. The field name must match the exact name in the config.xml for Exalead.

  • The operator to use. The equal operator is used by default.

  • The value to search.

Criterion example:

<Criterion field="TYPES" operator="equal">Part</Criterion>

The search uses AND logical operator when combining the criterions. This means that objects must match every criterion in order to be considered a match.

A complete definition searching for Parts in state Review / Released, marked as spare part, originating from 2015 and so on.

<DataSet>
    <ExaleadQuery>
        <PageSize>1000</PageSize>
        <Criteria>
            <Criterion field="TYPE">Part</Criterion>
            <Criterion field="SPARE_PART">true</Criterion>
            <Criterion field="CURRENT" operator="in">
                <Value>Review</Value>
                <Value>Released</Value>
            </Criterion>
            <Criterion field="ORIGINATED" operator="between">
                <From>2015-01-01 00:00:00 AM</From>
                <To>2016-01-01 00:00:00 AM</To>
            </Criterion>
            <Criterion field="OWNER">Test Everything</Criterion>
            <Criterion field="DESCRIPTION">*ohm</Criterion>
        </Criteria>
    </ExaleadQuery>
</DataSet>

Operators:

Name Description

equal

The objects value must equals the searched value. Supports wild card searches to match parts of the value. This is the default operator.

not-equal

The objects values must not equal the searched value.

greater-than

The objects value must be greater than the searched value.

less-than

The objects value must be less than the searched value.

between

The objects value must be in a range. Use sub element <From> and <To> to specify the range.

in

The objects value must be any of the specified values. Use <Value> to specify the values.

This loader requires that you have Exalead installed and that your data is correctly indexed.

Dates

The date to search on needs to:

  • Follow the configured format in ENOVIA

  • Include both date and time

Examples:

8/1/2016 10:00:00 AM
8/31/2016 11:59:59 PM
Searching for only the date (without the time) works for some fields, but not all. The time is by default set to midnight making the search result sometimes unpredictable from a user perspective.

11.1.24. Security Context

To get the organization business object and/or project business object representing the current user’s security context, use this element.

Example:

<DataSet>
    <SecurityContext project="true" organization="false" />
</DataSet>

11.1.25. Conditionally Inclusion

Parameters are made available to a data-set in different ways depending on how it is being used and invoked.

One can based upon the presence or absence of a parameter, conditionally include the content from the child loader’s.

Example:

<DataSet>
    <ConditionallyInclude if="param1">
          <Query ...>
          </Query>
    </ConditionallyInclude>
    <ConditionallyInclude unless="param1">
        <Expand ...>
          ...
        </Expand>
    </ConditionallyInclude>
</DataSet>
There is an additional attribute called trimWhitespace, which if set to true will treat empty parameter values as null/not-present. The default value for this parameter is true. Example below:
    <ConditionallyInclude if="param1" trimWhitespace="false">
    ...
    </ConditionallyInclude>

11.1.26. Path Query

Search for Path objects using a path query.

Example: list all COs by Parts which are in work state and owned by logged in user

<PathQuery>
    <PathType>Proposed Activity.Where</PathType>
    <PathSelect>owner.to[Proposed Activities].from.to[Change Action].from.id</PathSelect>
    <Query>
        <TypePattern>
            <Type>type_Part</Type>
        </TypePattern>
        <Where>owner==context.user AND current=='In Work'</Where>
    </Query>
    <!--<ElementInquiry>PartQuery</ElementInquiry>-->
</PathQuery>

Settings:

Name Description Default

PathType

Type of Path to search for

PathSelect

expression to get the respective id

id

QueryKind

how the query will operate on subpath

containsany

vault

Vault to search for

where

Where clause to use

ElementInquiry

name of the inquiry to the elements for query

11.1.27. Invoke Service

Retrieve the objects by using the 3DExperience services. It uses the service config to configure the 3DExperience web services

Example: to list all physical products

<InvokeService>
	      <config>tvc:service:tvx:common/PhysicalProducts.xml</config>
</InvokeService>

service config:

<Service>
    <URL><![CDATA[/resources/v1/modeler/dseng/dseng:EngItem/search?$searchStr=VPMReference]]></URL>
    <Headers>
        <Header name="content-type" value="application/json" />
		<Header name="Accept" value="application/json" />
    </Headers>
	<Method>GET</Method>
    <Setting name="jsonPathExpression" value="$.member[*].id" />
</Service>

Please Refer Service Configuration section to configure the service.

Settings:

Name Description Default

config

reference of service config

11.2. Parametrization

As of TVC 2015.3.0, support for parameterize values in a data set has been added. This feature can be used to let end users affect the result of a dataset, for example specify different type pattern in a query or change something in a where expression. Depending on how the data-set is being used, these parameters are resolved differently but typically in the web-environment these parameters originates from a request parameter.

By default, all data-sets are allowed to be parameterized. This behavior can be changed via a so called TVC init parameter. The name of this parameter is shown below and its default value is "TRUE".

tvc.core.dataSet.defaultParameterizable

The support for parametrization can be defined on a per-dataset basis also. See example below how to configure it.

<DataSet parameterizable="true | false">

The default value is controlled via the global parameter.

11.2.1. Parameter Syntax

The syntax of a parameter is:

$(paramName,options)

Options is a comma separated list of options. An option consists of a key and value separated with the equals character. The available options are listed below:

Option Description Example

type

Specifies the datatype of the value. Supported types are:

  • string (default)

  • boolean

  • integer

  • number

  • date

  • type (ENOVIA object type)

  • relationship (ENOVIA relationship type)

Note 1: date is used to convert a ISO8601 date to a ENOVIA date

Node 2: The type value accepts symbolic names

type=integer

default

Specifies the default value to be used if omitted or value is empty and empty is "false"

default=type_Part

derivedFrom

If type is either type or relationship, this option may be used to specify that the value must represent a type that is derived from this type.

type=type,derivedFrom=type_ECO

empty

Defines if the empty string is allowed or not. Default is FALSE.

empty=true

multiple

Defines if multiple values are allowed. Default is FALSE

multiple=true

separator

If multiple values are allowed and there are multiple values present, these values are concatenated with a separator string. Default value is the comma character.

multiple=true,separator=

escape

If set to true, the resolved value will be searched for MQL sensitive chars to be escaped. The chars that are escaped are quote, double-quote and back-slash characters. Default is false.

escape=true

min

For integers or numbers: provided value must not be lower than min value

For strings: Length of string must be longer or equal to min.

min=1

max

For integers or numbers: provided value must not be greater than the max value.

For strings: Length of string must be shorter or equal as the max value.

max=5

allowWildcard

If set to true and type is string, the input string is considered invalid if it contains either a ? or * character.

11.2.2. Examples

Below are some examples of how the parameterized values can be used.

Example where the expand properties are parameterized.

<DataSet parameterizable="true">
    <Expand>
        <From>$(param.expandFrom,type=boolean,default=false)</From>
        <To>$(param.expandTo,type=boolean,default=false)</To>
        <Depth>$(param.depth,type=int,default=3)</Depth>
        <TypePattern>
            <Type>$(param.type,multiple=true,default=type_Part,type=type,derivedFrom=type_Part)</Type>
        </TypePattern>
        <RelationshipPattern>
            <Relationship>$(param.rel,multiple=true,default=relationship_EBOM)</Relationship>
        </RelationshipPattern>
    </Expand>
</DataSet>

Another example using an inquiry.

<DataSet parameterizable="true">
    <Inquiry>
        <Code>temp query bus "$(typePattern,default=*,multiple=true)" * * limit 100 select id dump |</Code>
        <Pattern>*|*|*|${OID}</Pattern>
        <Format>${OID}</Format>
    </Inquiry>
</DataSet>

11.2.3. Support for Parametrization

Most but not all configuration parameters within the DataSet XML definition allows specifying parametrization macros. The table below shows the supported places.

Element Property

<DataSetRef>

Referenced data-set

<Expand>

  • Expand Depth

  • Relationship Pattern

  • Type Pattern

  • To

  • From

  • Relationship Where Clause

  • Object Where Clause

<Filter>

Filter expression

<Inquiry>

  • Inquiry reference

  • Code

  • Format

  • Pattern

  • Split-By

<JPO>

  • Program Name

  • Method Name

<LatestInState>

State value

<MQL>

Code

<Query>

  • Expand type or not

  • Type Pattern

  • Name Pattern

  • Revision Pattern

  • Owner Pattern

  • Vault Pattern

  • Where Expression

  • Find Limit

<ExaleadQuery>

  • Page Size

  • Criterion Values

11.2.4. Escaping

Since the DataSet’s now may contain special macro references using $() keywords, you may in rare situations need to escape such keywords if you don’t intend to resolve it as a macro.

Fortunately you can either disable parametrization completely on that particular DataSet or escape these sensitive characters using the backslash key.

For example:

<DataSet>
    <MQL>
    <Code>\$(something)</Code>

Note that if you today are using backslashes, these are now treated as escape chars and hence you would need to escape the backslash also. So be aware of the following

  • Presence of $(

  • Use of backslash

12. Theme Support

TVC will as of the 2011.2.0 version adopt the UI to be closer to the UI as of V6R2012 if TVC is used together with this ENOVIA version. If TVC is used with an older version of ENOVIA, the standard look and feel of TVC is used.

E.g. TVC will adjust look and feel depending on ENOVIA version used.

To support this, we have added support for so called themes within TVC. Currently, we support the following themes within TVC:

  • classic

  • v6r2012

  • v6r2013x

  • v6r2014x

  • v6r2015x

  • v6r2015xOOTB

In future releases of TVC, we plan to develop other themes as well.

Unless a specific theme has been configured to be used, the theme-manager within TVC will decide what theme it will use by default by checking the ENOVIA version.

To explicitly specify what theme to be used, one can apply the following init-parameter to the TVC servlet in WEB.XML:

<init-param>
    <param-name>tvc.core.theme.current</param-name>
    <param-value>classic</param-value>
</init-param>

NOTE: You can configure TVC to use the V6R2012 theme even if you aren’t using this ENOVIA version. However, this should not be done, since the CSS files within the V6R2012 theme is referring to images that is provided by ENOVIA V6R2012.

The support for TVC to use the 2015xOOTB theme has resulted in that all icon used across TVC component has look and feel more like OOTB when this theme is selected.

It is also possibly to switch theme at runtime. A person with administration privileges can execute the following URL to do so:

${ROOT_DIR}/tvc-action/changeTheme

Calling this URL will give a screen allowing the administrator to change the theme among the available themes.

The support for different themes has resulted in that all style sheets (CSS files) used across all TVC components has been renamed, moved and divided into several files. If you for some reason have used our CSS files, the HREF’s to those CSS files will as of this release be broken.

12.1. Referencing a Stylesheet

If you want to use a stylesheet in TVC, you should never do that by the path to the file. Instead, one should use the "id" of the stylesheet as defined in the theme configuration files within TVC.

To reference a stylesheet from a JSP page, one will do as shown below:

<%@ taglib uri="/WEB-INF/tvc-core.tld" prefix="core" %>
...
<core:themeArtifact id="id-of-artifact"/>
<core:themeArtifact id="id-of-another-artifact"/>

To reference a stylesheet from a renderer (java class), one typically do:

import com.technia.tvc.core.gui.resource.Resource;
import com.technia.tvc.core.gui.resource.ThemeArtifact;
...
Resource resource = new ThemeArtifact("id-of-artifact");

Note that a theme artifact associated with an ID, might refer to one or several different files at the end. This might also vary depending on the current theme. E.g. the same artifact ID might result in three CSS files for theme A, while for theme B, it might result in two CSS files.

Below is a compressed list of common CSS files with their path used from the previous release of TVC and their new "artifact id" reference to be used as of 2011.2.0.

Old Path (Before 2011.2.0) Reference ID (as of 2011.2.0)

/tvc/core/styles/tvcUIDefault.css

tvc-ui-default

/tvc/core/styles/tvcForm.css

tvc-form

/tvc/structurebrowser/styles/tvcTablePreferences.css

table-preferences

If you have referenced another CSS file not in the list, please consult Technia for information how to reference it correctly as of 2011.2.0.

13. Autocomplete

The autocomplete makes it easier to enter values in fields. It can be used for example when specifying what kind of Part the user wants to create, enter the Responsible Design Organization (related object) for a part or select units of measure for a part (ranges of attribute).

On server side the AutoCompleteHandler (handler) is responsible for providing available values for a field. The value consist of the actual value that is stored in the database, ex. object id, and a display value which the user is presented with. TVC comes with a number of built-in handlers.

Selectize is used on client side to render the field where user can enter values along with the dropdown containing available options. The plugin has a high level of configurability making it possible to set for instance how many options that should be presented, how to render them, ordering of options and much more.

This autocomplete documentation applies to Top Panel, Structure Browser tables and Create/Edit Forms.

13.1. Settings

There are two categories of settings:

  1. Selectize. These controls the behavior of the Selectize plugin. See the Selectize usage page for a full reference.

  2. AutoCompleteHandler. Defines settings for the handler. Handler settings are wrapped in a handler object to don’t collide with Selectize settings. These settings are described in detail in the following chapters.

13.2. Built-in handlers

Use lowercase name of handler when specifying handler to use.

Common settings for all handlers:

Name Description Default

name

Defines the AutoCompleteHandler to use. Enter the name of a built-in handler or specify the qualified name of your java class.

user

caseSensitive

Defines if searches are case sensitive.

false

contains

Must the value start with the search criteria.

true

limit

Maximum amount of results that is returned from server.

50 (configured by the tvc.core.autocomplete.defaultLimit property)

localize

13.2.1. User

Name Description Default

assignments

Users must be assigned the role/group to be displayed.

returnOid

Returns the object id instead user name as value.

false

13.2.2. Type

Name Description Default

rootTypes

Defines types to be searched. All sub types are also searched

All types

returnAbstractTypes

Defines if abstract types should be searched.

false

exclude

Defines which types are to be excluded from the selection.

<Field id="typeField">
	<Label>Type</Label>
	...
	<FieldType>select</FieldType>
	<Setting name="options">
	{
		"autocomplete": {
			"handler" : {
				"name": "type",
				"rootTypes":["Part","DOCUMENTS"],
				"exclude":["type_ArtworkTemplate","Artwork Annotation"]
			}
		}
	}
	</Setting>
</Field >
exclude accepts comma separated values. Values can be either symbolic or actual names of types to be excluded.

13.2.3. DataSet

Uses a dataset to define available search options. If the field is in context of an object, e.g. in a top panel, the object id will be available in the dataset. This makes it possible to do operations which requires input, e.g. expansions.

Name Description Default

dataset

Name of the dataset to use. The settings is mandatory.

Example:

"dataset" : "tvc:dataset:tvx:enc/ECOs.xml"

value

Select expression selecting the value

id

label

Defines what data to use as label. Supports macros.

Examples:

"label" : "$<name>"

"label" : "$<attribute[attribute_MarketingName]> ($<name>)"

$<name>

select

Defines additional data to fetch and return to the UI. Add one or more select expressions. Supports macros.

The selected data can be used to make more advanced option rendering at the client using the Selectize settings rendering.

Examples:

"select" : ["id"]

"select" : ["id", "description", "$<attribute[attribute_MarketingName]>"]

Example using dataset handler in Forms:

<ConnectField>
    <Label>Part Family</Label>
    <Relationship>
        <Name>relationship_ClassifiedItem</Name>
        <Direction>to</Direction>
    </Relationship>
    <AutoCompleteHandler>dataset</AutoCompleteHandler>
    <AutoCompleteSettings><![CDATA[{
        handler : {
            dataset : 'tvc:dataset:tvx:enc/PartFamilies.xml',
            value : 'id',
            label : '$<name>'
        }
    }]]></AutoCompleteSettings>
</ConnectField>

13.2.4. Ranges

Displays ranges available for the field/cell.

13.2.5. Organization

No additional settings.

13.2.6. BusinessObject

Searches for business objects using a query. Most often you enter some criteria to limit the search result, for example you will add a typePattern and whereClause to only get the first revision of parts.

Name Description Default

typePattern

Type pattern to search for.

namePattern

Name pattern to search for.

revisionPattern

Revision pattern to search for.

vaultPattern

Vault pattern to search for.

whereClause

Where clause to use.

matchOn

expandType

True

displayMacro

searchType

How the search criteria will operate.

Available values:

* contains * startsWith * endsWith

13.3. Examples

Custom rendering of options using dataset handler in Forms:

<ConnectField>
    <Label>ECO to release</Label>
    <Relationship>
        <Name>relationship_AffectedItem</Name>
        <Direction>to</Direction>
    </Relationship>
    <AutoCompleteHandler>dataset</AutoCompleteHandler>
    <AutoCompleteSettings><![CDATA[{
        'handler' : {
            'dataset' : 'tvc:dataset:tvx:enc/ECOs.xml',
            'value' : 'id',
            'select' : ['$<name>', '$<attribute[attribute_Severity]>', '$<attribute[attribute_Priority]>']
        },
        'labelField' : 'name',
        'searchField' : ['name', 'select_2', 'select_3'],
        'render' : {
            'option' : function(item, escape) {
                var option = [];
                option.push('<div style="border-bottom: 1px solid #ccc;">');
                option.push(escape(item.name)
                    + "<br/><b>Severity:</b> "
                    + escape(item.select_2)
                    + "<br/><b>Priority:</b> "
                    + escape(item.select_3));
                option.push('</div>');
                return option.join('');
            }
        }
    }]]></AutoCompleteSettings>
</ConnectField>
Select statements are replaced with select_1, select_2 and so on. This is done because complex select statements doesn’t comply with JSON naming standards.

14. Date Picker

The date picker is used across all TVC components when a date / date range needs to be specified. The language / locale specified in the user’s browser determines on what format the date is displayed.

Clicking the year / month in the date picker shows a dropdown with available values.

datepicker pikaday

Init-param settings:

Name Description Default

tvc.core.datepicker.showWeekNumber

Show the week number

false

tvc.core.datepicker.firstDay

First day of week (-1: User’s locale determines first day, 0: Sunday, 1: Monday, etc)

-1

tvc.core.datepicker.yearRange

Number of years either side (e.g. 10) or array of upper/lower range (e.g. [1900,2015])

10

15. Administrative Functions

15.1. Verbose Logging from TVC

The TVC components can produce log output that can be useful for debugging purposes.

TVC uses Log4J internally to handle the logging. It is possible to define how much logging you want, by defining a so called log-level, this can be set for either all TVC Components or just for a particular component (this can be done on class-level as well).

TVC will configure Log4j to write all logs into a log file called "tvc.log" and in addition also write the logs to the console. Note that depending on your application server setup, either standard out/err are redirected to separate log files or directly to the console.

15.1.1. Configure Logging in "web.xml"

The logging output from TVC could be configured. Default, only problems that are fatal are displayed within the log files.

The init-parameter that controls the log output for all TVC Components is defined as below:

<init-param>
    <param-name>tvc.core.logLevel</param-name>
    <param-value>DEBUG</param-value>
</init-param>

This will enable DEBUG output from all components (and generate a lot of output).

Following examples illustrates how to define different log levels for different components:

Enable debug output for TVC Core:

<init-param>
    <param-name>tvc.core.logLevel.com.technia.tvc.core</param-name>
    <param-value>DEBUG</param-value>
</init-param>

Enable debug output for the Structure Browser:

<init-param>
    <param-name>tvc.core.logLevel.com.technia.tvc.structurebrowser</param-name>
    <param-value>DEBUG</param-value>
</init-param>

Enable debug output for the Report Generator:

<init-param>
    <param-name>tvc.core.logLevel.com.technia.tvc.reportgenerator</param-name>
    <param-value>DEBUG</param-value>
</init-param>

15.1.2. Enabling Logging Runtime

The log-level can be changed meanwhile the application server is running. This is done by entering an URL in the browser (note that you must be logged on as a user with administration possibilities).

http(s)://server:port/ematrix/tvc-action/setLogLevel?logLevel=DEBUG

Optionally, the parameter logDomain could be added to explicitly define a specific component (same as for the web.xml configuration).

The possible values for the log levels are:

  • ALL

  • DEBUG,

  • INFO

  • ERROR (default)

  • FATAL

  • WARN

  • OFF

Remember that extensive logging will slow down the TVC functionality dramatically; verbose logging should only be used for problem solving.

Example:

/tvc-action/setLogLevel?logLevel=DEBUG&logDomain=com.technia.tvc.core

15.1.3. Extended Logging

The logging output can be extended to contain user name (the Matrix user name) and the IP address of the user. This feature is by default disabled, and can be enabled by:

Adding an init parameter to the servlet like below:

<init-param>
    <param-name>tvc.core.logUser</param-name>
    <param-value>TRUE</param-value>
</init-param>

15.2. Status Monitor

TVC has a built in status monitor, which could be used to show information about the system you are running, and information about all the components that have been installed.

The status monitor is reached by requesting the following URL from your browser:

http(s)://server:port/ematrix/tvc-action/monitorStatus

The URL is only available for a person logged in having either system- or business- privileges, or is a member of the AEF role "Administration Manager".

15.3. Collecting Log Files

A convenient command exists in the UI (found under the Admin Tools menu), which can be used to collect the server log files within a ZIP file (including system settings and TVC settings).

This feature will collect as many log files as possible; e.g. if running in RIP mode, also the Matrix log files are included.

To include a custom directory (or custom directories), add the following init-parameter (value is a pipe separated list of directory names):

<init-param>
    <param-name>tvc.core.collectLogFiles.customDirectories</param-name>
    <param-value>c:/logs|d:/logs</param-value>
</init-param>

15.4. Invalid XML Char Filtering for TVC AJAX

TVC Ajax framework uses XML also as data transport format. Sometime if the text is copied from source like PowerPoint might contains chars which are invalid according to XML specification might break the TVC Ajax operation.

TVC supports filtering such invalid XML chars. This feature is by default disabled, and can be enabled by adding an init parameter to the servlet like below:

<init-param>
    <param-name>tvc.core.xml.ajax.filterInvalidXMLChars</param-name>
    <param-value>TRUE</param-value>
</init-param>

15.5. Core Authenticator

Authenticator enables possibility to authenticate the user while performing certain actions. Example: workflow task which requires signature on approval or reject uses core authenticator.

There are three built-in authenticators available in Core. They are "context" (default), "ldap" and "passport". The authenticator value can also be a class full-name which implements "com.technia.tvc.core.auth.Authenticator". The authenticator can be configured as below.

<init-param>
    <param-name>tvc.core.authenticator</param-name>
    <param-value>passport</param-value>
</init-param>

15.6. Escape XML Tag Characters in UI Message

By default, the application will skip the XML tags like < / > in the UI alert message. If the application needs these XML tags to be displayed in alert UI message, it can be enabled by a TVC property setting 'tvc.core.gui.uiMessage.displayHTMLTag = true` in tvc.properties file. By default this is set to false to escape the XML tags in UI message.

tvc.core.gui.uiMessage.displayHTMLTag = true

15.7. Page Object Properties

TVC is enabled to read properties from Page objects. This feature is an expansion upon the existing functionality of reading properties from the properties files. This enhancement allows for more dynamic modification of properties without requiring a server restart.

15.7.1. Modifying Properties during Runtime

In earlier releases, it was not possible to modify properties while the server was running. To address this limitation, a solution has been implemented using Page admin-objects. By creating a Page admin-object with the same name as the properties file, you can add or modify the required properties and see the changes in the UI without the need for a server restart.

15.7.2. Creating and Modifying Page Objects

To create or modify a page object, follow these steps:

Identify the properties file you want to modify, such as emxEngineeringStringResource_en.properties. Create a page object with the same name as the properties file (emxEngineeringStringResource_en.properties) and add the modified properties as the page content.

If the Page exists, to modify the property "emxEngineeringCentral.Actions.AddNew = Add new", you can edit the Page object with the content "emxEngineeringCentral.Actions.AddNew = Create New".

Once the page object is created or modified, ensure to clear the "TVC Clear Cache" to refresh the cache and reflect the changes immediately.

15.7.3. Precedence of Property

When searching for a stringresources from a suite (e.g., "EngineeringCentral") with a locale language as "en_US", TVC follows a specific order of precedence:

  1. First, it checks for the stringresources property in the page object with the name "emxEngineeringStringResource_en.properties".

  2. If the property is not found in the page object, it proceeds to search in the file "emxEngineeringStringResource_en.properties".

  3. If the property is not found in the file, it searches in the page object with the name "emxEngineeringStringResource.properties".

  4. If the property is not found in any of the previous steps, finally it tries to get from the file "emxEngineeringStringResource.properties".

By following this order, TVC ensures that properties in the page object are given preference and read first before retrieving properties from the file.

It is recommended to carefully manage and organize your page objects so that it is not deteriorating the performance. Add only the needed properties in page object and keep the rest unchanged properties in the files itself.

16. Additional Notes

16.1. V6R2012

As of the 2011.2.0 release, TVC has been qualified for ENOVIA V6R2012. The look and feel of TVC has also been adapted to the new standards as of V6R2012.

If you are using or planning to upgrade to V6R2012, you should pay attention to some flaws with this release of ENOVIA discussed in the sub-chapters below.

16.1.1. Category Tree – Parameters Passed

The category tree has been replaced with a toolbar menu. Commands that previously were shown in the left-hand category tree now appear in a toolbar menu.

There is a bug with the ENVOIA toolbar implementation that results in that the ID of the object is not passed correctly to all toolbar-commands. When you have commands in this menu whose HREF doesn’t contain a reference to a JSP page (like the example below), then the parameters are not added to the HREF as it should.

${ROOT_DIR}/tvc-action/someAction?param=value&anotherParam=value

The work around for this bug is to add a bogus page reference to the HREF as shown below:

${ROOT_DIR}/tvc-action/someAction/abc.jsp?param=value&anotherParam=value
                                 ^^^^^^^^

E.g. adding something ending with .jsp will cause the ENOVIA toolbar to add the required parameters. Note that you need an additional slash character before the actual "jsp page" name.

This doesn’t have any impact on TVC itself, since the only important token is what appears after the "tvc-action/" string up to the next slash. The added JSP page is ignored.

NOTE: Commands in the category menu calling TVC should not have the setting "Submit" set to TRUE. This will cause other irrelevant parameters to be passed into TVC possibly overloading parameters typically defined in configuration objects used by the different TVC components (for example page-configurations, grid browser configurations etc.). This setting were not used previously when the left-hand category tree were used, so all commands needs to be reviewed to ensure that they don’t have this setting applied.

16.1.2. Support for Category Menu (ENOVIA 2012 and later)

As of ENOVIA 2012 and later, the user interface does not have the left hand tree containing the functions available for a particular object. Instead, these functions have been moved into a category menu.

TVC has now support for the category menu in the following places.

  • Core

    • Top Panel

    • Tabbed Pages

  • Wiki

  • Grid Browser

  • Structure Browser

    • Structure pages

    • Flat table pages

    • Forms in Content Mode

  • Report Generator

  • Graphic Reporting

    • Dashboard

    • Gantt Chart

Below are some example screenshots showing how the category menu appears in different pages.

image Top panel with category menu

image Report Generator List Page with Category Menu

image Structure Browser with Category Menu

16.1.3. Disabling the Category Menu

The category menu will appear if the request parameter called "categoryTreeName" is available in the request (passed by default by ENOVIA). There are two options available for disabling the category menu even though it is being passed.

  1. Per request: Add another request parameter called "disableCategoryMenu" and set this to true.

  2. Globally: Add an init-parameter in TVC called tvc.core.db.aef.useCategoryMenu and set this to either true or false. Default is "auto-detect", meaning that TVC will query the emxSystem.properties file for the property emxFramework.LegacyUI.

16.2. Non-Modal Popup window close behaviour

When a Non-Modal page is opened from a page (parent) (Ex: add existing), the page is registered to the parent page to get closed when the parent is closed or reloaded. This is done to avoid hanging dependent pages whose source page is not available. Ex. Add existing cannot be completed if the opener page is no more.

But not all the pages opened from a page is dependent pages. There are many independent pages whose behaviour does not depend on the parent page. Ex: emxTree.jsp or emxNavigator.jsp or /loadTopPanel etc.

So If a page is identified as generic or independent page it is registered to the top most page (Ex: emxNavigator.jsp) to get closed upon log off or browser close.

Currently all pages starting with "/emx" are considered independent pages. This behavior can be controlled via a URL parameter named "independent=false" or "independent=true". With "independent" URL parameter any custom or existing page close behavior can be controlled.

17. 3DDashboard Support

TVC can run inside a widget in 3DDashboards. As an administrator you can login to 3DDashboards and add a custom widget, the widget can then be configured through the widget preferences in the administrators dashboard or through json configuration file. As configurations are listed automatically in preferences UI admin is responsible for setting up and distributing proper/working configurations. After a dashboard has been configured the administrator can share this to the users.

17.1. Configuration

Configure a dashbaord:

  1. Login with administration access.

  2. Go to 3DDashboard.

image
Figure 18. Launch 3D Dashboard
  1. Go to Platform Management.

image
Figure 19. Go to Platform Management
  1. Go to Members tab.

  2. scroll down.

  3. Click on Create Additional app.

image
Figure 20. Add Additional app
  1. Fill the following details and click save button.

    1. Short Name.

    2. Long Name(Appears in tooltip).

    3. Compass Quadrant.

    4. Type.

    5. Source Code URL (Is widget path in webapps folder as shown in below image).

    6. Configuration file URL (Optional and required only when adding preconfigured JSON based widget).

image
Figure 21. Create new widget.

17.1.1. Configurations in Widget Preferences

Configurations for the selected preference can be done by adding filter pattern to tvc.properties. Keep the required configurations under the folder instead of using all the configuration. If filter pattern is not mention in tvc.properties then all configurations will be used.

tvc.3ddashboard.configurations.filter.domain = acme

17.1.2. Preconfigured Widgets JSON configuration.

The widget preferences can also be configured through the server side json configuration file.

image
Figure 22. Dashboard Conf
Property Description Default Value Mandatory

title

Title of the widget

TVC

Yes

path

The path used in context of 3dspace

Yes

parameters

Additional parameters appended to the url

Yes

custom

Stating that this widget is custom configured through the json file

false

Yes

id

id used by widget

Uniquely generated

NO

subscriptions

Comma separated list of widget ids that the widget is subscribing to

NO

customDropConfig

What type configuration should be loaded after droppng an object on the basis of type.

NO

dropzoneVisibility

Dropzone visibity to set or add context. expected values as 'none', 'set_context', 'add_object', 'set_context_add_object'

set_context

NO

A basic configuration could look like this

  • JSON configuration for UPS Widget.

{
    "id": "ups-classic",
    "title": "UPS",
    "path": "/tvc-action/navigate",
    "parameters": "pageConfig=tvc:pageconfig:ups:classic:18x/UPS.xml",
    "custom": "true"
}
  • JSON configuration for Document page with custom drop configuration.

{
	"title": "Document Page",
	"path": "/goto/p/",
	"custom": "true",
	"parameters": "tvc:page:helium:launchpad:common/DocumentPage.xml&embed=true",
	"customDropConfig": {
		"VPMReference": "tvc:page:ups:helium:18x/UPS.xml&embed=true",
		"Part": "tvc:page:hex:engineering/PartPage.xml&embed=true"
	}
}

17.1.3. 3DDashboard widget in external location

  • Add the Widget Folder as a service

    • Add a VirtualHost on a port that will be used only internally on the server (eg :- port 9999)

    • Adjust the below example to your server configuration

    • In case of doubt, ask to your server administrator.

#Start BT Widgets Added by
Listen 9999

### Main virtual host configuration, update port in not using the default 443
<VirtualHost *:9999>
	DocumentRoot "<3D Exp Installation Dir>/V6R2019x/WidgetsCusto/"

	### Server name and alias
	ServerName  19xdev.technia.com
	ServerAlias *.technia.com

	ProxyRequests Off
	SSLEngine on

	SSLCertificateFile		conf/ssl/star_technia_com.crt
	SSLCertificateKeyFile	conf/ssl/star_technia_com.key
	SSLCACertificateFile    conf/ssl/DigiCertCA.crt

	<Directory "<3D Exp Installation Dir>/V6R2019x/WidgetsCusto/">
		Options MultiViews FollowSymLinks
		AllowOverride all
		Require all granted
	</Directory>
</VirtualHost>
  • Add a reverse proxy redirection

    • In the https definition block

Listen 443
<VirtualHost *:443>
  • Add the definition of the redirection :

    • If the SSLProxyEngine option is already defined, check that it’s set to "on"

    • Adjust with the name of your server.

SSLProxyEngine on
ProxyPass /Widgets https://19xdev.technia.com:9999 retry=0
ProxyPassReverse /Widgets https://19xdev.technia.com:9999
  • Once the configuration file is saved, restart the reverse proxy.

  • If everything is working well, with this example of configuration, you can:

    • Put the widgets code and its dependanceis in.

<3D Exp Installation Dir>/V6R2019x/WidgetsCusto/
  • Call the url to access the widget:

https://19xdev.technia.com/Widgets/MyWidget/widget.html

17.1.4. Widget Internationalisation support

Widget preferences are used by TVCWidget and HeTrueWidgets to save / load various configurations, like config to load, drag and drop support, etc. For widget preferences, internationalisation is now supported. To enable internationalisation, the admin must place a translation file in the webapps/tvc/asset/nls folder with the format TVC_3DDTranslation_lang.json.

Sample file for German language. TVC_3DDTranslation_de.json

{
    "Title": "Titel",
    "Search And Drop": "Suchen und ablegen",
    "Search Droppable": "Droppable suchen",
    "Widget Type": "Widget-Typ",
    "Persist Context Object": "Persistenz-Kontextobjekt",
    "Subscribe OOTB": "Abonnieren Sie OOTB",
    "Widget ID": "Widgets-ID",
    "Widgets To Subscribe": "Widgets zum Abonnieren",
    "Config": "Konfig",
    "Search Config": "Konfig suchen",
    "Type To Drop": "Geben Sie zum Ablegen ein",
    "Please select a Type To Drop": "Bitte wählen Sie einen zu löschenden Typ aus",
    "Please select a Config": "Bitte wählen Sie eine Konfig",
    "Widget List": "Widget-Liste",
    "Select 6W Category": "Wählen Sie die 6W-Kategorie",
    "Subscriptions": "Widgets zum Abonnieren",
    "Type not allowed": "Typ nicht erlaubt",
    "Drop Zone": "Abwurfgebiet",
    "Widget ID": "Widget-ID",
    "preference.config.notFound": "Keine Konfiguration gefunden",
    "preference.configFilter.label": "Schlüsselwort zum Filtern von Konfigurationsoptionen",
    "preference.config.loading": "Wird geladen..."
}
image
Figure 23. Widget Preferences in German

17.1.5. Custom Resources

If the user wants to add any custom resources (JavaScript and CSS) files in TVCWidget then the user can define a custom resource folder containing custom (JavaScript and CSS) files, using configurable properties like below :

tvc.3ddashboard.tvcWidget.custom.resources = /webapps/tvc/custom

17.1.6. Classic and Helium Dashboards in TVC Widget

It is possible to load custom TVC and Helium Dashboards in TVC Widget. To avail the feature, you’d need to use tvc.3ddashboard.classic.dashboard.directories and tvc.3ddashboard.helium.dashboard.directories properties in tvc.properties file. Value of the properties are comma separated directory names which are present in TVC Path of dashboard configuration.

E.g. there are some TVC Dashboard configurations present in WEB-INF/tvc/mcadoptimizer-ups/classic/dashboard/ directory. Resolved path or TVC Path for one of the configuration would be tvc:dashboard:mcadoptimizer-ups:classic/UPSContextProduct.xml. If we want to see dashboard configurations from this directory, we can choose a directory name or pattern which can be identified in the path. e.g. mcadoptimizer-ups or mcadoptimizer-ups:classic. The property accepts multiple directory names in comma separated fashion. So if there is another set of Dashboard configurations, another unique directory name can be identified and added to the property. Please see example as below.

tvc.3ddashboard.classic.dashboard.directories = mcadoptimizer-ups,tvx,dashboard:launchpad
tvc.3ddashboard.helium.dashboard.directories = hex,launchpad

Please note that we have two different properties for Classic Dashboard and Helium Dashboard. It is in order to differentiate two types of Dashboard configurations. If a directory name pattern happens to be common in Classic and Helium Dashboards path, the configuration will show up in configuration list of both Classic and Helium Dashboard widget type.

In case the properties are not configured, below values are considered by default.

tvc.3ddashboard.classic.dashboard.directories = tvx,dashboard:launchpad
tvc.3ddashboard.helium.dashboard.directories = hex,helium

If TVX, Launchpad and Hex are not installed on the system, you won’t be able to find any configuration for Classic Dashboard widget type until the property is configured correctly to show custom configurations.

17.2. Widget Preferences

The available Widget Type in widget preferences are as below:

Preference Description Default Value

Title

Title of the widget

TVC

Credentials

To select the platform and set the security context

Widget Type

The path used in context of 3dspace

Widget ID

id used by widget

Uniquely generated

Keyword To Filter Config Options

To filter config list

Widgets To Subscribe

Comma separated list of widget ids that the widget is subscribing to

Subscribe OOTB

Subscribe to OOTB widget

false

Persist Context Object

Retain the context object for the widget which requires to load

true

Dropzone Visibility

Whether or not able to set/add context using dropzone

set_context

Droppable Types

What type of objects should be possible to drop

6WTag Filtering

To control visibility of 6WTag column

false

Property Description Path

Dashboard

When selecting dashboard a list of dahsboardconfigs will be available for the user to choose from

/tvc-action/dashboard

Grid

When selecting grid a list of gridbrowserconfigs will be available for the user to choose from

/tvc-action/gridLoad

Table(Structure)

When selecting structure a list of pageconfigs will be available for the user to choose from

/tvc-action/oi-navigate

Table(Flat)

When selecting flat a list of pageconfigs will be available for the user to choose from

/tvc-action/oi-execCustomLoaderToTable

Support for Helium actions is removed from TVC Widget. It is recommended to use Helium True Widget for Helium actions.
Support for Discussion & Workflow is removed from TVC Widget. It is recommended to use TVC Collaboration Panel Widget.
image
Figure 24. Widget Preferences
In widget preferences Widget Type will be listed based on components/plugins installed.
To load the menuBasedTabPage user need to use tvc.3ddashboard.classic.tab.pages property in tvc.properties file. Value of the property is comma separated directory names which are present in TVC Path of menu configuration. In case the properties are not configured, below values are considered by default.
tvc.3ddashboard.classic.tab.pages = tvx,menu:launchpad
Place menuBasedTabPage under menu directory only. if toolbar menu, context menu are placed inside menu directory, it will be shown in the config list. This is a technical restrictions as toolbar menu and menuBasedTabPage have same XML configuration.
certain pageconfigs that is available might be intended for contextual view and does not have a loader defined in the pageconfig parameters. These can throw error when the widget is loaded.

17.2.1. Search and Drop

The list of Configurations in Widget Preferences can be huge and it can be cumbersome for users to select desired configuration. 'Valid For' feature helps users to select required configuration quickly and easily.

When this feature is enabled and correct 'valid for' configuration is provided, it adds new preferences in Widget Preference list. Users will see 'Search and Drop' checkbox. Once this checkbox is enabled, a new Preference called 'Type To Drop' will be visible. It will list types which are mentioned in the configuration. Once user selects the type, 'Config' preference will list out configs which are present in 'valid for' configuration. The 'Config' preference lists out every valid preference available in the the system when 'Search and Drop' is unselected.

To enable this feature, set tvc.3ddashboard.searchanddrop.enable = true in tvc.properties. The configuration needs to be in file TVC_3DDConfig.json file in WEB-INF\classes directory.

The format of the configuration is as below

{
	"TYPE NAME 1": {
		"WIDGET TYPE 1": [
			{
				"label": "CONFIG LABEL",
				"value": "TVC PATH OF THE CONFIG"
			},
			{
				"label": "CONFIG LABEL",
				"value": "TVC PATH OF THE CONFIG"
			}
		],
		"WIDGET TYPE 2": [
			{
				"label": "CONFIG LABEL",
				"value": "TVC PATH OF THE CONFIG"
			},
			{
				"label": "CONFIG LABEL",
				"value": "TVC PATH OF THE CONFIG"
			}
		],
	},
	"TYPE NAME 2": {
		"WIDGET TYPE 1": [
			{
				"label": "CONFIG LABEL",
				"value": "TVC PATH OF THE CONFIG"
			},
			{
				"label": "CONFIG LABEL",
				"value": "TVC PATH OF THE CONFIG"
			}
		],
		"WIDGET TYPE 2": [
			{
				"label": "CONFIG LABEL",
				"value": "TVC PATH OF THE CONFIG"
			},
			{
				"label": "CONFIG LABEL",
				"value": "TVC PATH OF THE CONFIG"
			}
		],
	}
}

For example, sample config can be defined as below

{
	"Part": {
		"Table (Structure)": [
			{
				"label": "MyParts Launchpad",
				"value": "tvc:pageconfig:launchpad:ebom/MyParts.xml"
			},
			{
				"label": "MyParts TVX",
				"value": "tvc:pageconfig:tvx:dashboard/MyParts.xml"
			}
		],
		"Classic Dashboard": [
			{
				"label": "MyParts Dashboard",
				"value": "tvc:dashboard:launchpad:ebom/MyParts.xml"
			},
			{
				"label": "MyPartsDrillDown Dashboard",
				"value": "tvc:dashboard:launchpad:ebom/MyPartsDrillDown.xml"
			}
		]
	},
	"Document": {
		"Table (Structure)": [
			{
				"label": "MyDocs",
				"value": "tvc:pageconfig:tvx:dashboard/MyDocs.xml"
			},
			{
				"label": "MyDocs TVX",
				"value": "tvc:pageconfig:tvx:misc/MyDocs.xml"
			}
		],
		"Classic Dashboard": [
			{
				"label": "DocumentsDashboard",
				"value": "tvc:dashboard:launchpad:document/DocumentsDashboard.xml"
			},
			{
				"label": "DocumentsDrillDown Dashboard",
				"value": "tvc:dashboard:launchpad:document/DocumentsDrillDown.xml"
			}
		]
	}
}

As shown, TYPE NAME is the name of the type users would see in Type To Drop preference. WIDGET TYPE is the text we see in Widget Type preference. Inside Widget Type list, the label can have any text which users can identify the configuration with. The value has to be a valid TVC path to the resource.

This feature supports 'InApp Designer' or formarly known as 'End user Configurations' as well. To enable this feature, please set tvc.3ddashboard.showEndUserConfigObjects to true. Once it is done, 'Type to Drop' preference will fetch relevant types for the specific Widget Type based on the accepted 'User Defined Definitions'. Once the type is selected, user can see all the relevant Accepted Shared Configurations in the Config preference.

Below video explains how this feature helps users.

Pre-configured JSON based widgets have default value of the configuration and it doesn’t change. Hence this feature is not supported for pre-configured JSON based widgets.

17.3. Publish Subscribe

After selecting config, the Widget Id and Widgets to Subscribe field will be displayed. To set the context from publisher widget by clicking context links to subscriber widget, user needs to copy/paste the Widget Id values (comma separated) of publisher widgets in Widgets to Subscribe text box of the subscriber widget.

image
Figure 25. Publish / Subscribe

17.3.1. Publish-Subscribe data to/from OOTB widget:

Built-in OOTB publishes/subscribe functionality can be reused to publish/subscribe data to/from OOTB widgets like Product Structure Editor, Product Explorer, Requirements, etc. to tvcWidget. This can be done by selecting "Subscribe OOTB" checkbox on the preference page of the widget, On unchecking the "Subscribe OOTB" checkbox tvcWidget will stop publishing/receiving the data to/from the OOTB widget.

17.4. Drag and Drop Support

In widget, Drop Zone will be visible once object is being dragged.

User can drag object from -

  • Using 3DSearch - With 3DSearch, an object can be dragged and dropped on TVC Widget to populate the context of the widget.

  • Using Object-link Column - With Object-link Column, an object can be dragged from one widget and dropped to another widget where context need to be populated.

To achieve drag from Object-link Column, the below configuration need to be provided in the tvc structure browser table column.
    <AlternateOIDExpression>id</AlternateOIDExpression>
    <Draggable>true</Draggable>

Complete example of Draggable Table Column :

<Column>
    <Name>Name</Name>
    <Expression>name</Expression>
    <Label>emxFramework.Basic.Name</Label>
    <Href>${COMMON_DIR}/emxTree.jsp?mode=insert</Href>
    <RegisteredSuite>Framework</RegisteredSuite>
    <TargetLocation>content</TargetLocation>
    <AlternateOIDExpression>id</AlternateOIDExpression>
    <Draggable>true</Draggable>
</Column>
For multi FQDN setup, due to browser limitations drag and drop feature using object link is supported for only Firefox browser.

17.5. Search Support

All widgets in TVC supports the 3DDashboard search.

Table data in the widgets can be filtered in based on search in the current dashboard/tab.

image
Figure 26. Result after search in 3dDashboard

17.6. 6WTags Filtering support

  • Once table data is loaded in a widget all visible columns get added into preferences.

  • User can select the column and its category from preferences which needs to be shown under 6WTags.

  • Table data in the widgets can be filtered on the basis of selected tag.

6WTags would be updated on following conditions:

  • Table Change

  • Change pagination size from table preferences.

  • Change column visibility from table configurator.

  • InCellEdit

Columns for which 6WTag need to be enabled can be selected from the widget preferences by enabling the 6WTag Fitering checkbox.

When the user has multiple widgets within a tab, User can select the column and its category from preferences which needs to be shown under 6WTags. Under 6WTags, tags will be listed as Table Name along with selected Column and data will be filtered on basis of selected tag for respective table and widget.

17.6.1. Default column selection for 6WTags.

Configure following property in tvc.properties for default column selection for 6WTags. By default type, name and revision columns are selected if nothing is mentioned. Value contains the column expression which is pipe(|) separated as shown below.

tvc.3ddashboard.defaultTag.preferences = description=what|type=what|attribute[Quantity].value=what|attribute[Unit of Measure].value=what

user can define the default 6WTag for the column by using the 6WTag column setting also as below:

<Setting name="6WTag" value="what" />
All above features of 6Wtags are also supported for multiple widgets.

17.7. Open With Support

The 3DExperience widget in 3DDashboard offers the ability to open object in different widgets. We have added this feature to the TVC widget so that users can now directly open object in different widgets. This feature will be useful in scenario where user can view and also pin the object details in any other widget/app for later use. To enable this feature, configure Open With in context menu as shown below.

Configuration

<Menu>
      <Label>tvc.ups.physicalproduct.openwith</Label>
      <OpenWith>true</OpenWith>
</Menu>
This feature is only available for the context menu of structure browser.

With More Apps, the user can decide which app widget should load the context object. We added more application support when the TVC widget is open or when the TVC widget is used to load context from OOTB.

Load Context Object From OOTB Widget

Load Context Object From TVC Widget

More Apps feature is currently supported for "adminuser" only.

17.8. Enable custom apps in context menu.

Users can set up the custom apps in the structure browser context menu configuration. To configure the custom app, the user must add the value of the short name of the app under the label and <OpenCustomApp>True</OpenCustomApp> field under command configuration as shown below.

<Menu>
	<Label>Custom Apps (Value Components)</Label>
	<Command>
		<Label>Wrapper TVCWidget</Label>
		<RowSelectType>single</RowSelectType>
		<OpenCustomApp>True</OpenCustomApp>
	</Command>
	<Command>
		<Label>JSON TVC MyDocs App</Label>
		<RowSelectType>single</RowSelectType>
		<OpenCustomApp>True</OpenCustomApp>
	</Command>
	<Command>
		<Label>TVC Collaboration Panel App</Label>
		<RowSelectType>single</RowSelectType>
		<OpenCustomApp>True</OpenCustomApp>
	</Command>
	<Command>
		<Label>Helium TrueWidget</Label>
		<RowSelectType>single</RowSelectType>
		<OpenCustomApp>True</OpenCustomApp>
	</Command>
	<Command>
		<Label>JSON Helium AdminUI App</Label>
		<RowSelectType>single</RowSelectType>
		<OpenCustomApp>True</OpenCustomApp>
	</Command>

</Menu>

18. In-App Designer

In-App Designer is a concept that brings the idea of creating, editing, and sharing configurations using the built-in admin user interface. These configurations can be used to define Helium dashboards, widgets, tables, charts, etc. Built-in Admin UI is provided to create, modify and share these configurations. In-App Designer can be used from Helium standalone or Helium widget in 3DDashboard. Once the config-admin is created and shared the configuration with the end-user, then the end-user receives the configuration to accept it. Once accepted, he can select and apply the configuration to his page, dashboard, or widget from UI. For detailed information, please refer Helium documentation In-App designer section for more details.

18.1. Helium-Page in Classic tabs

The In-App Designer feature is enabled to use under TVC Classic tabs. Config-admin can create a helium-page configuration which can be configured under the TVC Classic tabs.

By default, the helium-page config is disabled to create. This feature can be enabled by adding tvc.enduser.page.enableToCreate = true setting in TVC.properies file. By default, this property is set to false

Config-admin can design a helium-page by configuring dashboards in it and add the helium-page to the classic or Enovia commands to view from the TVC classic tabs.

For example, to view the drawing print object’s related parts and the related part’s change order, config-admin can configure two dashboards to display the related parts and the part’s related change order, and then config-admin can add the created dashboards to the helium-page object in tabs as shown in the image.

image
Figure 27. Configure helium-page with the created dashboards

Once the helium-page is created, config-admin can configure an enovia command or TVC command by pointing to the helium-page object in the HREF as shown below. And then the command can be added to the drawing print object’s tree menu.

The URL parameters used in the href are case-sensitive.
print command DrawingPrintInAppView

command DrawingPrintInAppView
  description config admin configured dashboard view for drawing print type
  label 'Helium View'
  href '${ROOT_DIR}/goto/foo.jsp?embed=true&inAppPage=CONFIG:0000000000002698/Active'
  setting Target Location value content
  nothidden

Once the command DrawingPrintInAppView is configured in menu type_DrawingPrint, the helium-page can be seen as shown in the below image

image
Figure 28. helium-page view configured for Drawing Print

19. Other

19.1. ENOVIA 2015x+ - Load Page Into Content

In ENOVIA 2015x and above, it can be problematic to load a page into the "content" frame and at the same time hide some of the user interface related to page headers etc.

Example shown in screenshot below.

image
Figure 29. Load page example

For example if you have loaded an object specific page, you might have the categories to the left and some extended page header area above. This is exemplified in the screenshot below.

image
Figure 30. Object page

Simply having the Target Location setting on the command set to content will not result in that the extra area highlighted above is made hidden.

TVC contains a JSP page that will help to work around this problem. Instead of calling your page directly, you can do as shown in the example below:

MQL<1>pri command TVXHomePage;
command TVXHomePage
  description
  label 'TVX Home Page'
  href '${ROOT_DIR}/tvc/core/enovia/LoadContentPage.jsp?page=tvc-action/tvxPersonalTopPanel/foo.jsp?panel=tvc:toppanel:tvx:common:toppanel:personal/PersonalHomePage.xml'
  setting Target Location value content
  user all
  nothidden
  created 4/26/2016 3:18:57 PM
  modified 4/27/2016 10:02:42 AM

E.g. you can load the page ${ROOT_DIR}/tvc/core/enovia/LoadContentPage.jsp that first will reset the view before loading the page as provided via the page parameter.

19.2. Dialog window behavior

In Enovia 2015x OOTB , emxNavigator.jsp?isPopup=true is used to open popup windows.

From TVC - 2018.4.0 onwards, the requests for opening popup windows are redirected to emxNavigatorDialog.jsp In 2015x some FP versions work fine with new method of redirection to emxNavigatorDialog.jsp, while some FP versions work fine with old method of emxNavigator.jsp If for a specific enovia version the new method is not required then below configuration can be used to go back to the old method.

The old method of opening dialog windows can be activated globally by setting tvc.core.dialog.forward to NAVIGATOR.

tvc.core.dialog.forward accepts following values:

Value Description

NAVIGATOR

It uses the emxNavigator.jsp to open popup windows.

DIALOG

It uses emxNavigatorDialog.jsp to open popup windows.

URL

It opens the URL in the popup directly without navigating through emxNavigatorDialog.jsp or emxNavigator.jsp

Example using tvc.properties:

tvc.core.dialog.forward=NAVIGATOR

Example using web.xml:

<init-param>
    <param-name>tvc.core.dialog.forward</param-name>
    <param-value>NAVIGATOR</param-value>
</init-param>

19.3. User cache (com.technia.tvc.core.db.UserUtils)

The user cache is caching the roles and groups available with the default settings below if a role or group is not found in the cache it will be added incrementally There are a couple of properties to control the behavior of the user cache listed below.

Property Description Default Value

tvc.core.cache.user.mode

Cache is loaded during tvc initialization

onStart

tvc.core.cache.user.enabled

Use cache or always query database for role or group

true

tvc.core.cache.user.role.filter.name

Name pattern to filter what roles are initially cached on start up

*

tvc.core.cache.user.role.filter.where

Where clause to filter what roles are initially cached on start up

name nmatch ctx* && name nmatch *PRJ

tvc.core.cache.user.group.filter.name

Name pattern to filter what groups are initially cached on start up

*

tvc.core.cache.user.group.filter.where

Where clause to filter what groups are initially cached on start up

19.3.1. PerosonInfo cache (com.technia.tvc.core.db.model.PersonInfo)

The PersonInfo class is responsible for retrieving a person’s information from the database and caching it. The following property is to control the behavior of the PerosonInfo cache.

Property Description Default Value

tvc.core.db.personInfo.useCache

Use cache or always query database for person information

true

19.4. Recent objects

Recent objects is a filter that can be used to store recently visited objects. It is configured via servlet filter in the web.xml

<filter>
	<filter-name>RecentObjectFilter</filter-name>
    <filter-class>com.technia.tvc.core.gui.recentobject.http.RecentObjectFilter</filter-class>
</filter>
<filter-mapping>
	<filter-name>RecentObjectFilter</filter-name>
	<url-pattern>/common/emxTree.jsp</url-pattern>
</filter-mapping>

There are some settings to control the recent objects below:

Property Description Default Value

tvc.core.recentobject.handler

What handler to use to store recent objects. There are two built in handlers, dataobject and set

dataobject

tvc.core.recentobject.limit

The limit of how many recent objects should be stored

20

tvc.core.recentobject.handler.set.name

When using the set handler the name of the set to be stored

Recent Objects

tvc.core.recentobject.handler.class

Defining a custom RecentObjectHandler by implementing com.technia.tvc.core.gui.recentobject.RecentObjectHandler

There is a built in loader defined that can be used to populate a structure browser table with recent objects com.technia.tvc.structurebrowser.recentobject.loader.RecentObjectLoader

19.4.1. ObjectId request parameter for FCS checkout URL

The FCS checkout URL, in conjunction with the jobTicket request parameter, serves as the means to download or checkout a file. In scenarios where a filter is defined to perform additional operations on the FCS URL based on the objectId, it becomes necessary to include the objectId as a request parameter. To facilitate this requirement, consider utilizing the following system property.

Property Description Default Value

tvc.core.fcs.checkoutURL.addObjectId

add ObjectId as a new request parameter in FCS checkout URL

false