Teamcenter 10.

Audit Manager Guide

Publication Number
PLM00022 H
Contents

Part I: Audit Manager

Getting started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1

Before you begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1
Audit Manager interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1
Basic concepts for using audit functionality . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2
Audit objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3

Configuring Audit Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1

Enable Audit Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1
Postupgrade steps required for importing custom event types into a template
project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1
Configuring Audit Manager business object constants . . . . . . . . . . . . . . . . . . 2-2
Configuring access controls for audit logs . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4
Configuring access rule for deleted objects . . . . . . . . . . . . . . . . . . . . . . . . . . 2-6
Configuring audit log archiving . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-6
Configure the display of audit logs in the summary view . . . . . . . . . . . . . . . . 2-7
Tracking object properties in legacy audit logs . . . . . . . . . . . . . . . . . . . . . . . . 2-7
Creating custom log extensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-7

Defining audit logs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1

Defining audit logs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1
Create an audit definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1
Create an event type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4
Create an event type mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5

Archiving and purging audit logs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1

Viewing audit information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1

Viewing audit information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1
View audit logs in the Summary view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1
View legacy audit data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-3
Audit reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-3
Creating and running audit queries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-4
Export audit logs from the Summary view . . . . . . . . . . . . . . . . . . . . . . . . . . 5-5
Export audit logs to Microsoft Excel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-5
Exporting and importing audit logs along with items . . . . . . . . . . . . . . . . . . . 5-6

Migrating audit data from legacy Audit Manager to new Audit

Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1
Migrating audit configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1
Migrating audit data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2

PLM00022 H Audit Manager Guide 3

Contents

Part II: Legacy Audit Manager

Getting started with legacy Audit Manager . . . . . . . . . . . . . . . . . . . . . . 7-1

Getting started with legacy Audit Manager . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1
Before you begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1
Legacy Audit Manager interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2
Rich client perspectives and views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2
Basic concepts for using legacy audit functionality . . . . . . . . . . . . . . . . . . . . . 7-3
Basic tasks using legacy Audit Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-4

Configuring legacy Audit Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-1

Configuring legacy Audit Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-1
Enable legacy audit viewing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-1
Set preferences for legacy Audit Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-1
Choosing storage media for legacy audit logs . . . . . . . . . . . . . . . . . . . . . . . . . 8-2
Create storage media for archiving . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-2
Set access controls for legacy Audit Manager . . . . . . . . . . . . . . . . . . . . . . . . . 8-2
Tracking object properties in legacy audit logs . . . . . . . . . . . . . . . . . . . . . . . . 8-3
Configure legacy audit log searching . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-3
Create custom audit reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-4
Create custom log handlers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-4
Create an event type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-5
Create an event type mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-6

Using legacy Audit Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-1

Using legacy Audit Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-1
Create an audit definition object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-1
Modify an audit definition object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-2
Delete audit definition object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-3
Combine audit files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-3
Archive legacy audit logs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-3

Viewing legacy audit information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-1

Viewing legacy audit information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-1
Generate report builder legacy audit reports . . . . . . . . . . . . . . . . . . . . . . . . . 10-1
View legacy audit log information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-1
View audit information for deleted objects . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-4
Best practices for searching legacy audit information . . . . . . . . . . . . . . . . . . . 10-4
Export legacy audit information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-4

Part III: Legacy workflow and reservation auditing

Configuring legacy workflow and reservation auditing . . . . . . . . . . . . 11-1

View legacy audit and signoff history in HTML format . . . . . . . . . . . . 12-1

View legacy audit files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-1

Part IV: Appendix

Audit log extensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-1

4 Audit Manager Guide PLM00022 H

 Contents

Part V: Appendix Legacy Audit Manager

Command line utilities for configuring legacy Audit Manager . . . . . . . B-1

ITK functions for configuring legacy Audit Manager . . . . . . . . . . . . . . . C-1

Viewing legacy audit logs for changes to structures . . . . . . . . . . . . . . . D-1

Tracking changes to NX part history . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D-2

Legacy Audit Manager events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E-1

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Index-1

Figures

Custom event types found during upgrade . . . . . . . . . . . . . . . . . . . . . . 2-2

New Audit Definition dialog box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2
Adding primary audit definition properties . . . . . . . . . . . . . . . . . . . . . 3-3
Adding a primary audit definition property . . . . . . . . . . . . . . . . . . . . . 3-4
New Event Type dialog box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5
New Event Type Mapping dialog box . . . . . . . . . . . . . . . . . . . . . . . . . 3-6
New Event Type dialog box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-5
New Event Type Mapping dialog box . . . . . . . . . . . . . . . . . . . . . . . . . 8-6

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Part

I Audit Manager

Beginning with Teamcenter 10.1, a new Audit Manager application is available.

The details of the new and old Audit Manager applications are as follows:

Auditing Description
application
• Audit logs are stored in the database. Audit logs are grouped
together depending on the type, such as general logs, workflow
logs, structure logs, file access logs, and schedule logs.
• You can create audit configuration objects such as audit
definition objects, events, and event type mappings using
Business Modeler IDE.
• View audit logs using the Summary view of the supported
Audit Teamcenter applications.
Manager • Enable Audit Manager by updating preferences as follows:
o TC_audit_manager.
Set value to ON.

o TC_audit_manager_version
Set value to 3.
• You can configure audit logs to be stored in files or in the
database.
• You can use the rich client-based Audit Manager application
for configuring audit definitions.
• You can create events and event type mappings using Business
Modeler IDE.
• You can query the audit logs, using the Audit Logs dialog box.
• Enable Legacy Audit Manager by updating the preferences
as follows:
Legacy Audit
Manager o TC_audit_manager.
Set value to ON.

o TC_audit_manager_version
Set value to 2.
Note The legacy Audit Manager application is deprecated and
will be removed in a future version.

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 Auditing Description
application
• Shows workflow, signoff, and check-out history logs.
Legacy • The audit logs are stored in files.
workflow and
reservation Note From Teamcenter 10.1 onwards, this application is no
auditing longer available. You can view the audit data generated
with this audit application in the new Audit Manager.

The upgrade path to the new Audit Manager is as follows:

Legacy Audit Manager Upgrade path

status prior to
Teamcenter 10.1
The legacy workflow The legacy workflow and reservation auditing
and reservation auditing functionality is no longer available. The previous
functionality is turned on. audit logs associated with workflow, signoff, and
The TC_audit_manager check-out history are available for viewing in the
preference is set to OFF. new Audit Manager.
Teamcenter upgrades Audit Manager to the new
version.
For more information about viewing workflow,
signoff, and check-out history audit logs in the new
Audit Manager, see View legacy audit data.
Audit Manager is turned on. Teamcenter does not upgrade Audit Manager to the
The TC_audit_manager new version. You must manually migrate your audit
preference is set to ON. information to the new version.
For more information, see Migrating audit data
from legacy Audit Manager to new Audit Manager.

Getting started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1

Configuring Audit Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1

Defining audit logs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1

Archiving and purging audit logs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1

Viewing audit information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1

Migrating audit data from legacy Audit Manager to new Audit Manager . . . . . 6-1

Audit Manager Guide PLM00022 H

Chapter

1 Getting started

Before you begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1

Audit Manager interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1

Basic concepts for using audit functionality . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2

Audit objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3

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1 Getting started

Before you begin

Prerequisites You need Teamcenter administrator privileges to use the Audit
Manager application.
Note Before working with MS Office datasets, verify that
your computer has the required software installed. For
the latest requirements, see the Client for Microsoft
Office Guide.
Enable Audit • Ensure that the TC_audit_manager preference is set
Manager to ON.

• Ensure that the TC_audit_manager_version preference

is set to 3.

For more information, see the Preferences and Environment

Variables Reference.
Configure Audit See Configuring Audit Manager.
Manager

Audit Manager interface

Audit Manager uses the following Teamcenter applications:
• Business Modeler IDE for creating audit definitions, events, and event mappings.

• The Summary view of the following Teamcenter applications shows audit logs
in the Audit logs tab.
o My Teamcenter

o ADA License

o Structure Manager

o Multi-Structure Manager

o Manufacturing Process Planner

o Schedule Manager

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Chapter 1 Getting started

o Workflow Viewer

o Organization

• You can run predefined audit reports or create new reports, using the Report
Builder application.

• You can create queries of audit logs, using the Query Builder application. You
can run these queries, using the Teamcenter search functionality.

• You can run predefined audit queries, using the Teamcenter advanced search
functionality.

Basic concepts for using audit functionality

System administrators use Audit Manager to create audit logs. Audit logs track
what information has changed and who has changed the information when an event
occurs—for example, who checked out an item and when.
To use audit functionality, you must first define audit logs by creating audit
definition objects. You can then view audit logs, using Teamcenter applications
such as My Teamcenter, ADA License, Structure Manager, Multi-Structure
Manager, Manufacturing Process Planner, Schedule Manager, Workflow Viewer,
and Organization.

Defining audit logs

Audit logs are created based on the information specified in the audit definition
objects. These define the information that should be captured about a particular
object when an event occurs.
For more information about creating audit definition objects, see Create an audit
definition.
If you want to capture audit logs for events that are not available for logging, you
can create new events.
For more information about creating events, see Create an event type.

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 Getting started

When you create new events, you must associate the event with an object.
Subsequently, you can create audit definition objects for that event and object type.
For more information about associating events to objects, see Create an event type
mapping.

Viewing audit information

• The Summary view of the following Teamcenter applications shows audit logs
in the Audit logs tab.
o My Teamcenter

o ADA License

o Structure Manager

o Multi-Structure Manager

o Manufacturing Process Planner

o Schedule Manager

o Workflow Viewer

o Organization

• You can run predefined audit reports or create new reports, using the Report
Builder application.
For more information, see Audit reports.

• You can create queries of audit logs, using the Query Builder application.
For more information, see Creating and running audit queries.

• You can run predefined audit queries, using the Teamcenter advanced search
functionality.

Audit objects
The audit functionality in Teamcenter uses the following objects:

Audit configuration objects

• Fnd0AuditDefinition
Specifies the audit definition object. Audit definition allows you to define what
information to log for a particular object and event type combination.

• Fnd0AuditDefProperty
Specifies the logged properties object. This object stores logged properties
information.

• Fnd0EventTypeMapping

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Chapter 1 Getting started

Specifies the event type mapping object. This object maps an event to an object,
following which you can create audit definitions for the mapped object and event
type combination.

• ImanEventType
Specifies the event type object. This object stores events.

Audit log objects

• Fnd0WorkflowAudit
Specifies workflow audit log object. This object stores process and signoff history
audit logs.

• Fnd0LicenseChangeAudit
Stores the license change audit logs.

• Fnd0LicenseExportAudit
Stores the license export audit logs.

• Fnd0FileAccessAudit
Stores file access audit logs.

• Fnd0OrganizationAudit
Stores organization audit logs.

• Fnd0StructureAudit
Stores structure audit logs.

• Fnd0ScheduleAudit
Stores schedule audit logs.

• Fnd0GeneralAudit
Stores the audit logs that are not stored in other audit logs.

• Fnd0SecondaryAudit
Stores additional information or secondary information about objects such as
attachments and attachment properties.

• Fnd0AuditLink
Stores the link between primary and secondary audit logs.

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2 Configuring Audit Manager

Enable Audit Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1

Postupgrade steps required for importing custom event types into a template
project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1

Configuring Audit Manager business object constants . . . . . . . . . . . . . . . . . . 2-2

Configuring access controls for audit logs . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4

Configuring access rule for deleted objects . . . . . . . . . . . . . . . . . . . . . . . . . . 2-6

Configuring audit log archiving . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-6

Configure the display of audit logs in the summary view . . . . . . . . . . . . . . . . 2-7

Tracking object properties in legacy audit logs . . . . . . . . . . . . . . . . . . . . . . . . 2-7

Creating custom log extensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-7

Custom log extension example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-8

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Chapter

2 Configuring Audit Manager

Enable Audit Manager

• Ensure that the TC_audit_manager preference is set to ON.

• Ensure that the TC_audit_manager_version preference is set to 3.

For more information, see the Preferences and Environment Variables Reference.
Note After updating the preference:
• Restart Teamcenter server pool manager if you are on a 4-tier
installation.

• Logout and log on to Teamcenter if you are on a 2-tier installation.

Postupgrade steps required for importing custom event types into

a template project
Beginning with Teamcenter 10, Audit Manager objects are managed using the
Business Modeler IDE. As a result, you must add your custom event types to your
template project after upgrading the Business Modeler IDE template project to
Teamcenter 10 or later.
To help you import these custom event types, the system identifies the custom
event types definitions during the upgrade process and writes them to a
custom_audit_configurations.xml file generated under the TC_DATA\model
directory. At the end of the upgrade process, Teamcenter Environment Manager
(TEM) issues a warning if there are any custom event types.

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Custom event types found during upgrade

Postupgrade, import these custom event type definitions into your custom template
project before deploying any changes to the upgraded database. If not, the next
TEM update process or Business Modeler IDE deployment tries to delete these
event types, which may or may not pass based on whether there are references to
it in the database.
Perform the following steps in the Business Modeler IDE immediately after the
successful upgrade to Teamcenter and before deploying any data model changes:
1. Import the custom_audit_configurations.xml file from the TC_DATA\model
directory into your custom template project by choosing File→Import→Business
Modeler IDE→Import template file.

2. In the BMIDE view, right-click the project and choose Reload Data Model. Make
sure there are no model errors reported in Console view.

3. Package and deploy the template to the Teamcenter database.

Configuring Audit Manager business object constants

You must configure the following business object constants to work with Audit
Manager.
• Fnd0ObjectIDToAudit
Specifies the property that holds the object ID for the business object type.
The object ID property differs across business object types. For example, on
the Item business object type, the value for this constant is item_id and
on the ADA_License business object type, the value is id. When an audit

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log is written for an instance of the business object, the property in this
constant is used to obtain the object’s ID for the audit log (and is written to
the fnd0PrimaryObjectID property on the Fnd0GeneralAudit business
object). For custom objects that have their own property for the object ID, change
this constant to the property that holds the object ID so that the ID of the
business object is captured when the audit log is written.
This constant is placed on the POM_object business object and its children.
There is no default value. Type a value in the Value box to assign an object ID.
This constant is provided by the foundation template file.

• Fnd0ObjectNameToAudit
Specifies the property that holds the object name for the business object type.
The object name property is different for different business object types. For
example, on the Workspace business object type, the value for this constant is
object_name and on the User business object type, the value is user_name.
When an audit log is written for an instance of the business object, the property
in this constant is used to obtain the object name for the audit log (and is written
to the name property on the AuditLog business object). For custom objects
that have their own property for the object name, change this constant to the
property that holds the object name so that the name of the business object is
captured when the audit log is written.
This constant is placed on the POM_object business object and its children.
There is no default value. Type a value in the Value box to assign an object name.
This constant is provided by the foundation template file.

• Fnd0ObjectRevIDToAudit
Specifies the property that holds the revision ID for the business object type.
The revision ID property differs across business object types. For example,
on the ItemRevision business object type, the value for this constant is
item_revision_id. When an audit log is written for an instance of the business
object, the property in this constant is used to obtain the object’s revision ID for
the audit log. For custom objects that have their own property for the revision
ID, change this constant to the property that holds the ID so that the revision ID
of the business object is captured when the audit log is written.
This constant is placed on the POM_object business object and its children.
There is no default value. Type a value in the Value box to assign an object
revision ID.
This constant is provided by the foundation template file.

• Fnd0AuditRecordAccessLevel
Controls how access to a workflow audit record is evaluated. This constant is
placed on the Fnd0WorkflowAudit business object. The default value is 1.
Click the arrow on the Value box to select from the following available values:
o 1
Checks workflow audit record based on the read access to the objects
referred by the fnd0Object property (primary object) and the
fnd0SecondaryObject property (secondary object). If the primary and

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secondary objects are deleted, only the administrator user is provided with
read access to the audit record.

o 2
Checks workflow audit record based on the read access to all attachments
for that workflow. Access to the primary object is not evaluated. If any of
the secondary objects are deleted, only the administrator user is provided
with read access.

This constant is provided by the foundation template file.

For information about changing the value of a business constant, see the Business
Modeler IDE Guide.

Configuring access controls for audit logs

You can view audit logs only if you have access to the relevant object. Audit logs can
contain primary and secondary objects.
For viewing audit logs of deleted objects, Teamcenter provides access control rules
that restrict access to audit logs of deleted objects to administrators.
For more information, see Configuring access rule for deleted objects.
The following table shows the conditions under which you can view audit logs, based
on the access you provide to objects:

Primary Secondary Read Read Show Comment

object object exists access to access to audit
exists primary secondary record
object object
Yes No Yes – Yes

Deleted No – – No Display logs

only to the
administrator.
Yes Yes Yes Yes Yes
Yes Deleted Yes – No Display logs
only to the
administrator.
Deleted Yes – Yes No Display logs
only to the
administrator.
Deleted Deleted – – No Display logs
only to the
administrator.

For information about setting access controls on objects, see the Access Manager
Guide.

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Configuring access controls for workflow audit logs

Set access for workflow objects, using Access Manager and update the value of the
Fnd0AuditRecordAccessLevel constant as follows:
• Fnd0AuditRecordAccessLevel=1
The access check on the workflow audit records is evaluated based on the read
access to the primary and secondary objects. Only administrators can view the
audit records if the primary or secondary objects are deleted.

Primary Secondary Read Read Show Comment

object object access to access to audit
exists exists primary secondary record
object object
Yes No Yes – Yes

Deleted No – – No Display logs

only to the
administrator.
Yes Yes Yes Yes Yes

Yes Deleted Yes – No Display logs

only to the
administrator.
Deleted Yes – Yes No Display logs
only to the
administrator.
Deleted Deleted – – No Display logs
only to the
administrator.

• Fnd0AuditRecordAccessLevel=2
The access check on the workflow audit records is evaluated based on the read
access to the current list of attachments for that workflow. Access to the primary
object is not evaluated.

Primary object Read access to Show audit Comment

exists attachment record
Yes Yes Yes Teamcenter checks
access to the current
list of attachments.
Deleted Yes Yes Teamcenter checks
access to the current
list of attachments.

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Primary object Read access to Show audit Comment

exists attachment record
Yes/Deleted Yes No Show logs only to the
administrator.
Atleast one
attachment is
deleted without
removing it from
the workflow.
Yes/Deleted Yes Yes Teamcenter checks
access to the current
Atleast one list of attachments.
attachment is
deleted and The attachments
removed from the that are deleted and
workflow removed from the
workflow are not
evaluated.

For more information about updating the value of a constant, see the Business
Modeler IDE Guide.

Configuring access rule for deleted objects

For viewing the audit logs of deleted objects, Teamcenter provides access control
rules that restrict access to audit logs of deleted objects to administrators.
You view this access rule as follows:
InAccess Manager, under Has Class (POM_Object)
Condition = Has Class

Value = Fnd0AuditLog

ACL Name = AuditLog Access

This access rule gives administrators read privileges to audit logs of deleted objects
and denies read privileges to the others.
Note If you are installing a new database, this rule is automatically created.
If you are upgrading an existing database, you must upgrade Access
Manager rules.
For more information about upgrading Access Manager rules, see Access
Manager Guide.

Configuring audit log archiving

Update the following business object constants to configure the audit log archiving:
• Fnd0ArchiveLocation

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Specifies the location of the audit logs (for example, c:\archive).

• Fnd0RetentionPeriod
Specifies the retention period of the audit log archives in days (for example, 90).

For more information about modifying these business object constants, see the
Business Modeler IDE Guide.

Configure the display of audit logs in the summary view

The TC_audit_number_of_logs_to_load preference configures the number of
audit logs to load in the summary view. The default number of audit logs shown in
the summary view is 100.
For more information about this preference, see the Preferences and Environment
Variables Reference.
Note The time taken to load audit logs increases as you increase the value of this
preference. Therefore ensure that you test the summary view for the time
taken to load audit logs after updating the value of this preference.

Tracking object properties in legacy audit logs

You can track the persistent properties of objects in audit logs.
Note Run-time properties, compound properties, and relation properties are not
tracked.

To track persistent properties, update the audit definition object as follows:

• Check the Track Old Values? box in the audit definition object to enable the
tracking of old values of properties.

• Add the persistent properties to the audit definition object.

Creating custom log extensions

A log extension allows you to write additional data, those other than the data
captured by audit logs. To capture the data you require, you can create custom log
extensions in addition to those provided by Teamcenter.
You can create custom log extensions by using the Business Modeler IDE extensions
mechanism.
For more information about creating extensions, see the Business Modeler IDE
Guide.
Teamcenter provides the following log extensions:
• Fnd0CICO_auditloghandler
Logs checkin and checkout information, change ID, and the reason to audit.
Applies this information to checkin and checkout events.

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• Fnd0OCC_track_position_orientation_audithandler
Logs the occurrence position and orientation changes of the components in
structures.

• Fnd0PROJInfo_audithandler
Logs project names that are assigned to the project. The project names are
separated using commas.

• Fnd0USER_get_additional_log_info
Logs workflow information to audit logs. For example, for the __Assign
event, this handler logs information such as the process name, task type, user
comments, and the user ID and user name the workflow is assigned to.

• Fnd0WriteSignoffDetails
Logs the workflow signoff history.

• Fnd0WriteSecondaryProperties
Logs secondary properties.

These extension points have the following values:

Business object Fnd0AuditDefinition

Operation Fnd0writeAuditLog
name
Extension PostAction
point

For more information about these extensions, see Audit log extensions.

Custom log extension example

In this example, a log extension named P3_CustomAuditLog is attached to the
EPMTask:_Reject:isTrue audit definition object. You can create log extensions,
using Business Modeler IDE.
1. In Business Modeler IDE , create a template project if you have not already
created one.

2. Define the P3_CustomAuditLog extension.

a. Create a library named P3_custom.
For more information about creating a library, see the Business Modeler
IDE Guide.

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

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

The New Extension Definition wizard runs.

d. Perform the following in the Extension dialog box:

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A. In the Name box, type P3_CustomAuditLog.

B. In the Language box, select CPlusPlus.

C. In the Library box, select P3_custom.

D. Click Add to the right of the Availability table and perform the following
in the Extension availability dialog box:
i. In the Business Object Name box, select Fnd0AuditDefinition.

ii. In the Operation Name box, select fnd0writeAuditLog.

iii. In the Extension Point box, select PostAction.

iv. Click Finish in the Extension availability dialog box.

The extension appears.

E. Click Finish in the Extension dialog box.

3. Attach the P3_CustomAuditLog extension to the EPMTask:_Reject:isTrue

audit definition object.
a. From the Extensions view, open Audit Manager→Audit Definitions.
Right-click the EPMTask:_Reject:isTrue audit definition and choose Open.
The Audit Definition: EPMTask:_Reject:isTrue view is displayed.

b. Click Add to the right of the Audit Extensions table, and select the
P3_CustomAuditLog extension from the Find an Audit Extension dialog box.

c. To save the changes to the data model, choose BMIDE→Save Data Model.

4. Implement the P3_CustomAuditLog extension.

a. Right-click the P3_CustomAuditLog extension and choose Generate
extension code.
The extension boilerplate code is generated into a P3_CustomAuditLog.cxx
C++ file and a P3_CustomAuditLog.hxx header file. To see these files, open
the project in the Navigator view and browse to the src\server\P3_custom
directory.
Note You might need to right-click in the view and choose Refresh to see
the files that were generated.

b. Open the P3_CustomAuditLog.cxx file in a C/C++ editor and add your

custom business logic. The following is a sample file:
#include <P3_custom/P3_CustomAuditLog.hxx>
int P3_CustomAuditLog
( tag_t targetObjTag,
int /*secondaryObjectCount*/,
tag_t* /*secondaryObjectTags*/,
char** /*secondaryQualifiers*/,
tag_t /*eventType*/,
int paramCount,
char** paramNames,
char** paramValues,
int /*errorCode*/,
const char* /*errorMessage*/,
tag_t primaryAuditBOTag )
{

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int ifail = ITK_ok;

//tag_t job_tag = NULLTAG;
char* signoff = NULL;
tag_t signoffTag = NULLTAG;
tag_t auditClassId = NULLTAG;
tag_t signoffClassId = NULLTAG;
char* audit_class_name = NULL;
char* signoff_class_name = NULL;
int signoffDecision = 0;
logical isProp = false;
char* propVal = 0;

if ( paramCount ==0 )
{
return ITK_ok;
}
for ( int i=0; i<paramCount; i++ )
{
if(strcmp(paramNames[i],"signoff") == 0)
{
signoff=paramValues[i];
break;
}
}
if (signoff == 0)
{
return ITK_ok;
}
ifail = POM_class_of_instance( primaryAuditBOTag, &auditClassId );
ifail = POM_name_of_class (auditClassId, &audit_class_name );
//ifail = EPM_ask_job(targetObjTag, &job_tag);
ifail = POM_string_to_tag(signoff, &signoffTag);
ifail = POM_class_of_instance( signoffTag, &signoffClassId );
ifail = POM_name_of_class (signoffClassId, &signoff_class_name );
isProp = false;
ifail = POM_attr_exists("p3_decisioncode", signoff_class_name, &isProp);
if (isProp)
{
ifail = AOM_ask_value_string ( signoffTag, "p3_decisioncode" ,&propVal);
isProp=false;
ifail = POM_attr_exists("p3_decisioncode", audit_class_name, &isProp);
if (isProp)
{
ifail = AOM_set_value_string(primaryAuditBOTag, "p3_decisioncode", propVal);
}
}
if (audit_class_name)
{
MEM_free(audit_class_name);
}
if (signoff_class_name)
{
MEM_free(signoff_class_name);
}
if(propVal)
{
MEM_free(propVal);
}
return ITK_ok;
}

c. Open the P3_CustomAuditLog.hxx file and update it with the header

information.

5. Build the library (P3_Custom.dll file) for the P3_CustomAuditLog extension.

For more information, see the Business Modeler IDE Guide.

6. Create a new preference named TC_customization_libraries and update the

TC_customization_libraries preference with the library name libP3_custom.

7. Copy the P3_Custom.dll file to the TC_ROOT\bin directory.

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3 Defining audit logs

Defining audit logs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1

Create an audit definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1

Create an event type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4

Create an event type mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5

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3 Defining audit logs

Defining audit logs

Audit logs are created based on the information specified in the audit definition
objects. Audit definition objects define what information to capture about a
particular object when an event occurs.
For more information about creating audit definition objects, see Create an audit
definition.
If you want to capture audit logs for events that are not available for logging, you
can create new events.
For more information, see Create an event type.
After you create new events, you must assign the event to an object.
For more information, see Create an event type mapping.

Create an audit definition

An audit definition defines the information that needs to be captured when an event
occurs to a particular kind of object. Before creating an audit definition, you must
ensure that an event mapping has been created for the business object type and the
event specified in the audit definition.
In the past, audit definitions were created in Audit Manager. Now audit definitions
are created using Business Modeler IDE.
1. Ensure that an event mapping has been created for the business object type and
the event you want to specify in the audit definition.

2. Choose one of these methods:

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

• Open the Extensions\Audit Manager folders, right-click the Audit Definitions

folder, and choose New Audit Definition.

The New Audit Definition wizard runs.

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New Audit Definition dialog box

3. Click the Browse box to the right of the Primary Object box to select the type
of business object you want to audit.

4. Click the Browse box to the right of the Event Type box to select the event you
want to audit for the selected business object.

5. Click the Add button to the right of the Audit Extensions box to select the log
extensions to use in the definition.

6. In the Description box, type a description of the purpose for this audit definition.

7. Select the Is Active? check box to turn on the audit definition.

8. Select the Track Old Values? check box to enable tracking of the old values
of properties.

9. Select the Audit on Property Change Only? check box to log the information
specified in this audit definition only if the property values change. This
functionality is only enabled if the Track Old Values? check box is selected.

10. Click Next to add primary object properties to the audit. These properties are on
the business object for which the audit definition is being created.
a. In the Primary Audit Definition Properties dialog box, click the Add button
located to the right of the table.

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 Defining audit logs

Adding primary audit definition properties

b. In the Add Audit Definition property dialog box, click Browse to the right of
the Property Name box to select the primary property.

c. To change the display name of the property in audit logs, type the new
display name in the Target Property Name box.

d. Use the Target Old Value Property Name box to change the display name of
the old property in the audit logs.
Note The Target Old Value Property Name box and the Enable Tracking?
box are enabled if you selected the Track Old Values? check box in
the Add an Audit Definition dialog box.

e. Click the arrow in the Enable Tracking? box to select the kind of tracking:
• Track Always
Always tracks old and new values of properties even if there are no
changes to the property value.

• No
Does not track changes to properties.

• Track Different
Tracks old and new values of properties only when the property value
changes.

f. Click Finish.

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Adding a primary audit definition property

g. Click the Add button in the Primary Audit Definition Properties dialog box
to add more properties as needed.

h. Click Finish when you are done adding primary properties.

11. In the Add an Audit Definition dialog box, click Next to add secondary object
properties to the audit log. These properties reside on other business objects
than the business object for which the audit definition is being created.
a. Click the Browse button on the Object Type box to select the secondary
business object.

b. Fill in the boxes as you did for the primary business objects.

c. Click Finish.

12. Click Finish.

13. Verify that the audit definition object can create audit logs.
For more information about viewing audit logs, see the Audit Manager Guide.

Create an event type

An event is an action that occurs to an object in Teamcenter, for example, when an
item is checked out. Teamcenter records audit logs when certain events occur on
certain type of objects.
You only need to create a new event type if there is not an existing event type that
covers your needs. When you create a type, its name is only a text reminder of the
type of information you are looking from in the audit. The actual event information
is captured by the audit type selected when you create the event type mapping.
In the past, the install_event_types utility was used to create new events. Now
you create new event types using the Business Modeler IDE.

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 Defining audit logs

1. Choose one of these methods:

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

• Open the Extensions\Audit Manager folders, right-click the Event Types

folder, and choose New Event Type.

The New Event Type wizard runs.

New Event Type dialog box

2. In the Id box, type the name of the new event.

3. In the Display Name box, type the name that you want the event to have in
the user interface.

4. In the Description box, type a description of the new event so that others know
what it is used for.

5. Click Finish.

6. Create an event type mapping definition to connect the event to a business object
type.
For instructions, see Create an event type mapping.

Create an event type mapping

While an event is an action that occurs to an object in Teamcenter, event mapping is
connecting an event to a business object type. In other words, the event mapping
declares that you want to receive an audit log for a certain event on a certain kind of
object. An event mapping must be created for a business object type and event before
you use that business object and event type in an audit definition. Event mapping is

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Chapter 3 Defining audit logs

inherited by child business object types. For example, instances of the Part business
object type inherit the mapping from the Item business object type.
In the past, the event mapping was created using the install_event_types utility.
Now event mapping is created using the Business Modeler IDE.
1. Choose one of these methods:
• On the menu bar, choose BMIDE→New Model Element, type Event Type
Mapping in the Wizards box, and click Next.

• Open the Extensions\Audit Manager folders, right-click the Event Types

Mappings folder, and choose New Event Type Mapping.

The New Event Type Mapping wizard runs.

New Event Type Mapping dialog box

2. Click the Browse box to the right of the Primary Object box to select the type
of business object you want to audit.

3. Click the Browse box to the right of the Event Type box to select the event you
want to audit for the selected business object.

4. Click the Browse box to the right of the Audit Type box to select the type of audit
to use for this mapping. The audit types are represented by business objects that
are children of the Fnd0AuditLog business object.

5. Click the Browse box to the right of the Secondary Audit Type box to select
the Fnd0SecondaryAudit business object. This Secondary Audit object stores
information and properties about the secondary objects that are related to the
main object being audited.

6. Select the Subscribable? check box to specify that the event type mapping
can be subscribed to.

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 Defining audit logs

7. Select the Auditable? check box to specify that the event type mapping can be
audited.

8. In the Description box, type a description for this mapping so that others know
what it is used for.

9. Click Finish.

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4 Archiving and purging audit logs

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Chapter

4 Archiving and purging audit logs

Use the audit_purge utility to archive or purge audit logs.

For more information, see the Utilities Reference.

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5 Viewing audit information

Viewing audit information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1

View audit logs in the Summary view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1

View legacy audit data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-3

Audit reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-3

Creating and running audit queries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-4

Export audit logs from the Summary view . . . . . . . . . . . . . . . . . . . . . . . . . . 5-5

Export audit logs to Microsoft Excel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-5

Exporting and importing audit logs along with items . . . . . . . . . . . . . . . . . . . 5-6

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5 Viewing audit information

Viewing audit information

You can view audit information in the following ways:
• Go to the Summary view of the following Teamcenter applications, which shows
audit logs in the Audit logs tab.
o My Teamcenter

o ADA License

o Structure Manager

o Multi-Structure Manager

o Manufacturing Process Planner

o Schedule Manager

o Workflow Viewer

o Organization

For more information, see View audit logs in the Summary view.

• Run predefined audit reports or create new reports, using the Report Builder
application.
For more information, see Audit reports.

• Create custom saved queries, using the Query Builder application.

For more information, see Creating and running audit queries.

• Run predefined audit queries, using the Teamcenter advanced search

functionality.

View audit logs in the Summary view

• The Summary view of the following Teamcenter applications shows audit logs
in the Audit logs tab.
o My Teamcenter

o ADA License

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Chapter 5 Viewing audit information

o Structure Manager

o Multi-Structure Manager

o Manufacturing Process Planner

o Schedule Manager

o Workflow Viewer

o Organization

Legacy audit information is only accessible from a button in the Audit Logs tab in
the Summary view when a legacy audit file is present.
The audit logs are grouped in the Summary view as follows:

Log name Description

Workflow Logs Displays workflow logs.

License Change Logs Displays logs of ADA License changes.

License Export Logs Displays ADA License export logs.
File Access Logs Displays file access logs.
Structure Logs Displays structure logs.
Note Due to performance reasons,
PSOccurence audit logs are not
immediately displayed in the Structure
Logs table. To view the PSOccurence
audit logs, refresh the table.
Organization Logs Displays organization logs.
Schedule Logs Displays schedule logs.
General Logs Displays all other general audit logs.

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View legacy audit data

You can view the legacy audit data related to workflow history, signoff reports, and
check in check out in the Summary view as follows:
Note The legacy audit data here refers to the audit data that is generated when
the TC_audit_manager preference is set to OFF.

View workflow history

• Select the Summary view in My Teamcenter or Workflow Viewer, expand the
Workflow Logs section, and click the Legacy Workflow History link.
The legacy workflow logs appear in the View Audit File dialog box.

View signoff report

• Select the Summary view in My Teamcenter or Workflow Viewer, expand the
Workflow Logs section, and click the Legacy Signoff Report link.
The legacy workflow logs appear in the View Signoff History dialog box.

View check in check out logs

• Select the Summary view in My Teamcenter or Workflow Viewer, expand the
General Logs section, and click the Checkout History link.
The legacy check in check out logs as well as check in check out logs from the
new and legacy Audit Manager appear in the Checkout History dialog box.

Audit reports
The following audit reports are available when you choose the
Tools→Reports→Report Builder Reports menu command in My Teamcenter:
• Audit - Workflow Attachment Report
Displays workflow logs for the specified workflow attachment.

• Audit - Workflow Detailed Report

Displays workflow logs for the specified workflow process.

• Audit - Workflow Signoff Report

Displays the signoff results and comments for the specified workflow process.

• Audit - Workflow Summary Report

Displays the start, complete, approved, rejected, release status, demote, promote,
fail, and update actions for the specified workflow process.

• Audit - License Change Report

Displays the ADA License changes for the specified license.

• Audit - License Export Report

Displays the ADA License export for the specified license and object.

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• Audit – Organization Report

Displays the changes to an organization.

• Audit - File Access Report

Displays access records of files for the specified object.

• Audit - Structure Report

Displays the structure records for the specified objects.

• Audit - Schedule Report

Displays the audit records for the specified schedule objects.

• Audit - General Report

Displays general audit logs for the specified object.

Creating and running audit queries

You can create custom search queries for audit logs, using the Query Builder
application. Saved queries identify the search criteria that are used to find
information in Teamcenter.
For more information about creating saved queries, see the Query Builder Guide.
For information about running saved queries, see the Rich Client Interface Guide.
Note Ensure that audit definitions exist for the objects for which you have created
saved queries.

Teamcenter provides the following predefined audit queries:

• Audit - File Access Logs

• Audit - General Logs

• Audit - License Change Logs

• Audit - License Export Logs

• Audit - Organization Logs

• Audit - Project Based Logs

• Audit - Schedule Logs

• Audit - Workflow Attachment Logs

• Audit - Workflow Detailed

• Audit - Workflow Signoff

• Audit - Workflow Summary

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 Viewing audit information

Export audit logs from the Summary view

You can export audit logs to Microsoft Excel or csv formats from the Summary
view of an object.
1. Select an object whose audit logs you want to export and click the Summary tab.
In the Summary view, select the Audit Logs tab.

2. To export the audit logs in Microsoft Excel format, click the Export to Excel
button.
To export the audit logs in csv format, click the Export to CSV button.
Depending on the export option you select, the Export to Excel or Export to
CSV dialog boxes appear.

3. In the Export to Excel or Export to CSV dialog box, select the audit log type
you want to export.

4. Click OK.

Depending on the export format you choose, Teamcenter exports the audit logs in
Microsoft Excel or csv format.
Note The Export to Excel option is not available on UNIX clients.

Export audit logs to Microsoft Excel

1. Run a saved query and choose the audit logs you want to export from the Details
tab.

2. Choose Tools→Export→Objects To Excel.

Teamcenter displays the Export To Excel dialog box.

3. Under Object Selection, click one of the following:

• Click Export Selected Objects to export the selected rows in the view.

• Click Export All Objects in View to export all rows.

4. Under Output Template, select one of the following:

• Select Export All Visible Columns to export all the columns in the view.

• Select Use Excel Template to activate the template list.

In the list, select the AUDIT_log_excel_template_new template.

5. Under Output, click Static Snapshot

6. Click OK to generate the export Excel file.

Microsoft Excel opens a temporary file. You can create a permanent file by choosing
File→Save As in Excel to display the Save As dialog box.

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If you save a live Excel file, you can open it later in My Teamcenter to reconnect
it to the database.
Note Values that you cannot change in Teamcenter are unavailable in the cells
of the live Excel file.
The export to Excel option is not available on UNIX clients.

Exporting and importing audit logs along with items

To include audit logs associated with items when you export and import items from
one site to another, update the options in the transfer option set as follows:
• To export audit logs, set the value of the Opt_exp_auditrec option to True.

• To export workflow audit logs, set the value of the Opt_exp_workflow option
to True.

For more information about modifying transfer option sets, see the PLM XML/TC
XML Export Import Administration Guide.

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6 Migrating audit data from

legacy Audit Manager to new
Audit Manager

Migrating audit configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1

Migrating audit data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2

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6 Migrating audit data from

legacy Audit Manager to new
Audit Manager

Migrating audit configurations

Use the migrate_audit_auditdefinitions utility to migrate legacy Audit Manager
configurations to the new Audit Manager. Run this utility after you have upgraded
to a Teamcenter version starting from version 10.1.
For more information about this utility, see the Utilities Reference.
The following tables show legacy Audit Manager configuration objects and the
corresponding configuration objects in the new Audit Manager:

Legacy Audit Manager New Audit Manager configuration objects

configuration objects
ImanEventType ImanEventType
EventTypeMapping Fnd0EventTypeMapping
Audit definition objects Fnd0AuditDefinition
• Log properties Fnd0AuditDefProperty

• Log handler Audit log extensions

• Storage media

• Days kept

The migrate_audit_auditdefinitions utility compares the legacy Audit Manager

configuration objects with the new Audit Manager default configuration and
generates a Business Modeler IDE delta template. You must do the following to
this delta template:
• Import the template to a Business Modeler IDE custom project.

• Package the template.

• Deploy the template to the database.

For more information about importing and deploying Business Modeler IDE
templates, see the Business Modeler IDE Guide.

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Migrating audit data

Use the migrate_audit_data utility to migrate legacy Audit Manager data to the
new Audit Manager. This is an optional upgrade. Run this utility after you have
upgraded to a new version of Teamcenter.
For more information about this utility, see the Utilities Reference.
Note Ensure that you have migrated audit configurations from the legacy Audit
Manager to the new Audit Manager before using this utility.

The following table shows where audit logs are stored in the legacy and new Audit
Manager:

Legacy Audit Manager New Audit Manager

AUDITLOG Fnd0FileAccessAudit
UserdefinedLog Fnd0GeneralAudit
Fnd0LicenseChangeAudit
Fnd0LicenseExportAudit
Fnd0OrganizationAudit
Fnd0ScheduleAudit
Fnd0StructureAudit
Fnd0WorkflowAudit
Fnd0SecondaryAudit
Fnd0AuditLink

This utility exports audit data from the legacy Audit Manager as a TC XML
file. Import this audit log into Teamcenter using the bulk loader mode of the
tcxml_import utility.

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II Legacy Audit Manager

The legacy Audit Manager application is deprecated and will be removed in a future
version.

Getting started with legacy Audit Manager . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1

Configuring legacy Audit Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-1

Using legacy Audit Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-1

Viewing legacy audit information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-1

PLM00022 H Audit Manager Guide

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7 Getting started with legacy

Audit Manager

Getting started with legacy Audit Manager . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1

Before you begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1

Legacy Audit Manager interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2

Rich client perspectives and views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2

Basic concepts for using legacy audit functionality . . . . . . . . . . . . . . . . . . . . . 7-3

Legacy Audit definition object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-3
Viewing legacy audit information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-4

Basic tasks using legacy Audit Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-4

PLM00022 H Audit Manager Guide

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7 Getting started with legacy

Audit Manager

Getting started with legacy Audit Manager

System administrators use Audit Manager to create audit logs. Audit logs track
what information has changed and who has changed the information.
Audit Manager supports auditing on workspace objects such as forms, datasets,
items, and item revisions. In addition, Audit Manager supports auditing on
administration objects such as users, groups, and roles. Specifically, system
administrators can:
• Define audit definition objects.

• Enable/disable audit trail logging.

• Control audit log access.

After system administrators create audit logs in Teamcenter, users can view these
logs from various Teamcenter applications. Users can also audit any workspace
object, administration object, and event type with an audit definition.

Before you begin

Prerequisites You need Teamcenter administrator privileges to use the Audit
Manager application.
Note Before working with MS Office datasets, be sure to
verify that your computer has the required software
installed. For the latest requirements, see the Client
for Microsoft Office Guide.
Enable Audit You do not need to enable Audit Manager.
Manager
• Ensure that the TC_audit_manager preference is set
to ON.

• Ensure that the TC_audit_manager_version preference

is set to 2.

For more information see Enable legacy audit viewing.

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Chapter 7 Getting started with legacy Audit Manager

Configure Audit See Configuring legacy Audit Manager.

Manager

Start Audit Click Audit Manager in the navigation pane.

Manager

Legacy Audit Manager interface

1 Audit Definition Objects pane Displays all audit definition objects. An

audit definition defines what information
needs to be captured when an event
occurs.
2 Audit Definition pane Displays the audit definition properties
for the selected audit definition object.
For more information about audit
definition properties, see Legacy Audit
definition object.

Rich client perspectives and views

Within the Teamcenter rich client user interface, application functionality is
provided in perspectives and views. Some applications use perspectives and views to
arrange how functionality is presented. Other applications use a single perspective
and view to present information.

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Note Your administrator can use the HiddenPerspectives preference to prevent

the display of some Teamcenter perspectives in the rich client.
For information about editing preference values, see the Preferences and
Environment Variables Reference.

If your site has online help installed, you can access application and view help from
the rich client Help menu or by pressing F1.
For more information about rich client perspectives and views, see the Rich Client
Interface Guide.

Basic concepts for using legacy audit functionality

To use legacy audit functionality, you must first create audit definition objects. Audit
definition objects define what information needs to be captured. You can then
view audit logs in the in the rich client using Teamcenter applications such as My
Teamcenter, Systems Engineering, Structure Manager, Multi-Structure Manager, or
Manufacturing Process Planner.

Legacy Audit definition object

An audit definition defines what information needs to be captured when an event
occurs.
The following elements are used when creating an audit definition object:
• Object type
Specifies the type of object that needs to be logged.

• Event type
Specifies the type of event belonging to a particular object that must be logged.

• Logged properties
Specifies object properties you select for logging. The value of the property at the
time of writing the audit log is logged to audit logs.
For audit definition objects with event type Modify, the old and new values
of persistent properties are tracked.

• Log handler
A log handler allows you to write data other than those captured by audit logs.
You can create custom log handlers. For more information see Create custom
log handlers.

• Storage
Specifies where audit logs are stored. Depending on your requirements, you can
choose to store audit logs in the database or on a file.
For more information on storage options, see Choosing storage media for legacy
audit logs.

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Chapter 7 Getting started with legacy Audit Manager

• Archive media
This option appears when you select database as your storage option. This option
specifies the storage media for archiving audit logs.

Viewing legacy audit information

You can view audit logs from Teamcenter applications such as My Teamcenter.
You can also create custom reports to view audit logs using applications like Report
Builder. For more information about creating custom reports, see the Report Builder
Guide.

Basic tasks using legacy Audit Manager

Creating audit definition objects.
The system administrator determines the audit logs to be created. Audit logs are
created by audit definition objects.
When creating audit definition objects, the administrator must specify the object
type, event type, storage type, and other optional parameters. Audit Manager
provides lists to select these items.
For more information about creating audit definition objects, see Create an audit
definition object.

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8 Configuring legacy Audit

Manager

Configuring legacy Audit Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-1

Enable legacy audit viewing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-1

Set preferences for legacy Audit Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-1

Choosing storage media for legacy audit logs . . . . . . . . . . . . . . . . . . . . . . . . . 8-2

Create storage media for archiving . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-2

Set access controls for legacy Audit Manager . . . . . . . . . . . . . . . . . . . . . . . . . 8-2

Tracking object properties in legacy audit logs . . . . . . . . . . . . . . . . . . . . . . . . 8-3

Configure legacy audit log searching . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-3

Create custom audit reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-4

Create custom log handlers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-4

Define an action handler for legacy Audit Manager . . . . . . . . . . . . . . . . . 8-4

Create an event type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-5

Create an event type mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-6

PLM00022 H Audit Manager Guide

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8 Configuring legacy Audit

Manager

Configuring legacy Audit Manager

You can use preferences, command line utilities, ITK functions, properties files, and
the Access Manager application to configure Audit Manager.

Enable legacy audit viewing

Set the value of the following preferences as follows:
• Legacy Audit Manager data is available if the TC_audit_manager preference
is set to ON and the TC_audit_manager_version preference is set to 2.
The View→Audit→View Audit Logs command and the option to right-click an
object and choose View Audit Logs are available.

Set preferences for legacy Audit Manager

Use the following preferences to work with Audit Manager:
• TC_audit_buffer_size
Specifies the size of the buffer that holds the audit records during a session.

• TC_audit_delimiter
Specifies the delimiter that separates fields of audit records. This preference is
used only for audit files in text format.

• TC_audit_file_format
Specifies the format of external audit files (.txt or xml).

• TC_audit_log_dir
Specifies the directory where audit log files are stored.

• TC_audit_track_changed_properties_only
Specifies if audit logs are written when there are no changes to any tracked
attribute value.

• TC_audit_display_gmt

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Specifies if the logged dates in audit logs are shown in the GMT time zone.

You must restart Teamcenter after you change Audit Manager preferences for the
changes to take effect.
For more information about each preference, see the Preferences and Environment
Variables Reference.

Choosing storage media for legacy audit logs

You can store audit logs either in the Teamcenter database or on a file. Based on
your requirements, you can choose from the following options for audit log storage:
• Store audit logs in the Teamcenter database
Using this option, all audit log data is stored in the Teamcenter database and
searching for an audit log is simpler and much faster as some of the search
attributes are indexed.
To use the Teamcenter database to store audit logs, you must update the
database sizing to accommodate the audit logs.

• Store audit logs in a file

When you store audit logs in a file, the audit data is written to an external file in
either text or XML format that is stored in an operating system directory.

Create storage media for archiving

If you choose database as the storage option for audit logs, you must create a new
storage media for archiving audit logs.
To create a new storage media, see the Business Modeler IDE Guide. Once created,
the storage media appear in the Archive Media list. You can use the audit_archive
utility to archive the audit data into the storage media on a periodic basis.
Note If you do not create storage media for archiving or if you leave the Archive
Media list blank while creating an audit definition object, then all generated
audit records remain in the database until you manually delete them.

Set access controls for legacy Audit Manager

To specify who has access to audit logs, modify the following rule under Has Class
(POM_application_object)→Working:
Condition = Has Class

Value = AuditLog

ACL Name = AuditLog Rule

To specify access to audit definition objects, modify the following rule or create a new
rule under Has Class (POM_application_object)→Working:

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 Configuring legacy Audit Manager

Condition = Has Class

Value = AuditDefinition

ACL Name = Working

For more information about using Access Manager, see the Access Manager Guide.

Tracking object properties in legacy audit logs

You can track the persistent properties of objects in audit logs.
Note Run-time properties, compound properties, and relation properties are not
tracked.

To track persistent properties, update the audit definition object as follows:

• Check the Track Old Values? box in the audit definition object to enable the
tracking of old values of properties.

• Add the persistent properties to the audit definition object.

Configure legacy audit log searching

Create an audit_user.properties file (which is based on the audit.properties file)
to allow searching audit logs based on groups of event types.
The audit.properties is located in the com.teamcenter.rac.common plugin.
For more information about creating a properties file, see the Client Customization
Programmer’s Guide.
In the properties file, insert the following lines:
GroupsOfEventTypes=

event1;event2/event3;event4;event5/event6;event7

event# are valid event types separated by semicolons (;). Separate different groups
by slash marks (/). For example:
GroupsOfEventTypes=
__Check_In;__Check_Out;__Cancel_Check_Out;__Transfer_Check_Out/
__Modify;__Delete/__Assign;__Start

This example creates three groups of event types:

• Group 1 contains:
__Check_In;__Check_Out;__Cancel_Check_Out;__Transfer_Check_Out

• Group 2 contains:
__Modify;__Delete

• Group 3 contains:
__Assign;__Start

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After creating these groups of event types, you can select any of the groups from the
General tab of the Viewing the Audit Logs dialog box. In this example, if you select
Group 1, all four event types are searched in audit logs.

Create custom audit reports

Teamcenter provides audit reports in the Report Builder application. For more
information about the available audit reports, see Generate report builder legacy
audit reports.
You can also create custom audit reports using Report Builder. For more information,
see the Report Builder Guide.

Create custom log handlers

A log handler allows you to write data other than that captured by audit logs. In
addition to the log handlers provided by Teamcenter, you can write custom log
handlers to capture the data you require.
Teamcenter provides a sample log handler, using which you can write
your custom log handler. The sample log handler is located in the
TC_ROOT/sample/examples/user_audit.c file.

Define an action handler for legacy Audit Manager

1. Create a file (for example, my_handler.c) in the \users_exits\code directory
with the following code:
#include <sub_mgr/subscription.h>
#include <user_exits/user_exits.h>
int PEC_Log_Handler(void* message, int nArgs, char** args)
{
TcSubscriptionActionMsg_t* msg =
(TcSubscriptionActionMsg_t*)message;
// add handler code here
return 0;
}

2. Declare the function in the user_exits.h file:

extern USER_EXITS_API int PEC_Log_Handler(void* message, int nArgs,
char** args);

TcSubscriptionActionMsg_t is defined in the subscription.h file.

3. Compile the file and build the libuser_exits.dll file.

4. Install the handler.

Example:
%TC_BIN%\install_handlers -f=create -id=PEC_Log_Handler
-funcname=PEC_log_Handler -functype=1 -execmode=1 exectime=1800

5. Modify the audit definition objects. You can modify the

TC_DATA\auditdefinition.dat file to add the new handler to the
audit definition object you want to change. Then, either run the

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 Configuring legacy Audit Manager

TC_BIN\define_auditdefs -f=auditdefinition.dat command or interactively

log on to the Audit Manager application in the rich client and modify the audit
definition objects to add the new handler.

Create an event type

An event is an action that occurs to an object in Teamcenter, for example, when an
item is checked out. Teamcenter records audit logs when certain events occur on
certain type of objects.
You only need to create a new event type if there is not an existing event type that
covers your needs. When you create a type, its name is only a text reminder of the
type of information you are looking from in the audit. The actual event information
is captured by the audit type selected when you create the event type mapping.
In the past, the install_event_types utility was used to create new events. Now
you create new event types using the Business Modeler IDE.
1. Choose one of these methods:
• On the menu bar, choose BMIDE→New Model Element, type Event Type
in the Wizards box, and click Next.

• Open the Extensions\Audit Manager folders, right-click the Event Types

folder, and choose New Event Type.

The New Event Type wizard runs.

New Event Type dialog box

2. In the Id box, type the name of the new event.

3. In the Display Name box, type the name that you want the event to have in
the user interface.

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4. In the Description box, type a description of the new event so that others know
what it is used for.

5. Click Finish.

6. Create an event type mapping definition to connect the event to a business object
type.
For instructions, see Create an event type mapping.

Create an event type mapping

While an event is an action that occurs to an object in Teamcenter, event mapping is
connecting an event to a business object type. In other words, the event mapping
declares that you want to receive an audit log for a certain event on a certain kind of
object. An event mapping must be created for a business object type and event before
you use that business object and event type in an audit definition. Event mapping is
inherited by child business object types. For example, instances of the Part business
object type inherit the mapping from the Item business object type.
In the past, the event mapping was created using the install_event_types utility.
Now event mapping is created using the Business Modeler IDE.
1. Choose one of these methods:
• On the menu bar, choose BMIDE→New Model Element, type Event Type
Mapping in the Wizards box, and click Next.

• Open the Extensions\Audit Manager folders, right-click the Event Types

Mappings folder, and choose New Event Type Mapping.

The New Event Type Mapping wizard runs.

New Event Type Mapping dialog box

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 Configuring legacy Audit Manager

2. Click the Browse box to the right of the Primary Object box to select the type
of business object you want to audit.

3. Click the Browse box to the right of the Event Type box to select the event you
want to audit for the selected business object.

4. Click the Browse box to the right of the Audit Type box to select the type of audit
to use for this mapping. The audit types are represented by business objects that
are children of the Fnd0AuditLog business object.

5. Click the Browse box to the right of the Secondary Audit Type box to select
the Fnd0SecondaryAudit business object. This Secondary Audit object stores
information and properties about the secondary objects that are related to the
main object being audited.

6. Select the Subscribable? check box to specify that the event type mapping
can be subscribed to.

7. Select the Auditable? check box to specify that the event type mapping can be
audited.

8. In the Description box, type a description for this mapping so that others know
what it is used for.

9. Click Finish.

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9 Using legacy Audit Manager

Using legacy Audit Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-1

Create an audit definition object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-1

Modify an audit definition object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-2

Delete audit definition object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-3

Combine audit files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-3

Archive legacy audit logs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-3

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9 Using legacy Audit Manager

Using legacy Audit Manager

To use Audit Manager, you must belong to a group with DBA privileges.
You can create and manage audit definition objects and manage audit logs using
Audit Manager.

Create an audit definition object

1. Select an object type from the Object Type list.

2. Select an event type from the Event Type list.

3. Select a log handler from the Log Handler list.

The following table describes the log handlers released with Teamcenter.
Handler Applies to Description
CICO_audithandler Checkin/ Checkout events Logs check out information, change ID, and reason to
audit logs.
USER_get_additional_log_info EPM module Logs workflow information to Audit logs.

For example, for the __Assign event, it logs information

such as process name, task type, user comments,
assigned to: user ID, and assigned to: user name.
EVENTHANDLER_get_ecm_log ECM module Writes ECM-related data to the Audit logs.
PROJInfo_ Modify events Logs project names that are assigned to the project. The
audithandler project names are comma separated.

4. Select a storage type, either Database or File.

For more information about storage types, see Basic concepts for using legacy
audit functionality.

5. If you select Database as the storage type, the Archive Media list appears.
Select the archive media from the Archive Media list.
Note Leaving the Archive Media list blank causes all generated audit records
to remain in the database until you manually delete them.

If there are no values in the Archive Media list, you must create a storage media.
For more information, see Create storage media for archiving.

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6. Select properties to further define the object and event type.

a. Select a property from the Object Properties list.

b. Click Add to add the property to the Logged Properties list.

c. To remove a property from the Logged Properties list, select the property
and click Remove .

7. Click Create to add the object to the database and add the Audit
Definition object to the Audit Definition Objects tree.

Click Clear at any time to clear all selections.

You can also create an audit definition object by using the define_auditdefs
command line utility.

Modify an audit definition object

1. Select the audit definition object to be modified from the Audit Definition
Objects list.

2. Select an object type from the Object Type list.

3. Select an event type from the Event Type list.

4. (Optional) Select a log handler from the Log Handler list.

For a description of the log handlers released with Teamcenter, see Create an
audit definition object.

5. Select a storage type, either Database or File.

For more information, see Basic concepts for using legacy audit functionality.

6. (Optional) Select properties to further define the object or event type:

a. Select a property from the Object Property list.

b. Click Add to add the property to the Logged Properties list.

c. To remove a property from the Logged Properties list, select the property
and click Remove .

7. Click Modify to modify the existing Audit Definition object.

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Delete audit definition object

1. Select the Audit Definition object to be deleted from the Audit Definition
Objects tree.

2. Click Delete .

Combine audit files

Use the combine_audit_files command line utility to combine all audit files into
a single file.

Archive legacy audit logs

Use the audit_archive command line utility to archive audit logs.

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10 Viewing legacy audit information

Viewing legacy audit information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-1

Generate report builder legacy audit reports . . . . . . . . . . . . . . . . . . . . . . . . . 10-1

View legacy audit log information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-1

View audit information for deleted objects . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-4

Best practices for searching legacy audit information . . . . . . . . . . . . . . . . . . . 10-4

Export legacy audit information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-4

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10 Viewing legacy audit information

Viewing legacy audit information

Set the value of the TC_audit_manager preference to ON and the
TC_audit_manager_version preference to 2 to view the legacy audit information.
For more information about obtaining this data, see View legacy audit log
information.
Note You can view audit logs only if you have read access to the object being
audited.

If the TC_audit_manager preference is set to ON and the

TC_audit_manager_version preference is set to 3, you have access to
the current Audit Manager functionality, and the legacy audit information is
unavailable.
For more information about the current Audit Manager functionality, see Viewing
audit information.

Generate report builder legacy audit reports

Choose Tools→Reports→Report Builder Reports to display the Report Generation
Wizard. You can select one of the following workflow report designs:
• Admin Audit Report
• Admin - Modification Audit
• WF - Filtered Audit
• WF - Items In Process
• WF - Objects in Process
• WF - Signoffs
• WF - Unfiltered Audit

Teamcenter displays the reports in your Web browser.

In addition to these reports, your administrator can create custom reports using
Report Builder.

View legacy audit log information

Note This data is available only if the TC_audit_manager preference is set to
ON and the TC_audit_manager_version preference is set to 2.

1. (Optional) Select an object in the tree.

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2. Choose View→Audit→View Audit Logs.

OR
Right-click an object in My Teamcenter and choose View Audit Logs.
The system displays the Audit Log dialog box.

• If you select an object, the object ID, name, revision, and object type are
displayed in the Search Criteria section.

• To select a project, select a project you have access to from the Project list.

• If you want to search for a different object, click the Clear button to clear
the existing search criteria and then type the object ID, name, and revision
in the Audit Log dialog box.

3. (Optional) Specify additional search criteria, such as event type, user ID, and
date created.

4. (Optional) Click the Advanced tab and type criteria to construct a query based
on property values.
Note The Advanced tab does not display any information if there are no
logged properties in the audit definition object.

a. Select an object type from the Object Type list.

After you select an object type, the Event Type list is enabled.

b. Select an event type from the Event Type list.

The logged properties defined in the audit definition object are shown in
the Available Properties list.

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 Viewing legacy audit information

c. Select the properties for which you require audit logs from the Available
Properties list, and click the button to move the property to the Selected
Search Criteria list.
Note You can add up to 20 properties in the Selected Search Criteria list.

d. To search for properties based on old or new values, in the Selected Search
Criteria list, enter the old value in the Old Value column and the new value
in the New Value column.

e. Click Find.
Audit logs that match your selected criteria appear.

5. Click Find.

The system displays the audit logs that match the search criteria.
Property value changes are shown in the User Data column of the audit log. The
User Data column shows the property name, the old value of the property, and
the new value of the property.
The old value of the property is the same as the new value of the property if
the property value does not change.
Note Only persistent properties of objects are tracked. Run-time, compound,
and relational properties are not tracked by Audit Manager.

PLM00022 H Audit Manager Guide 10-3

Chapter 10 Viewing legacy audit information

View audit information for deleted objects

Note Only Teamcenter administrators can view audit logs of deleted objects.

1. Choose View→Audit→View Audit Logs.

The system displays the Audit Log dialog box.

2. Type the object ID of the deleted object in the Audit Log dialog box.

3. Click Find.
Teamcenter displays the audit logs of the deleted objects.

Best practices for searching legacy audit information

The Teamcenter server may run out of memory if your search criteria returns an
extremely large number of objects, for example, fifteen to twenty thousand records.
Use the following best practices to search for audit information:
• Avoid wild card search criteria. Add at least three characters before a wild card
and enter additional criteria in search fields to get a smaller result set.

• Avoid using object type as the only search criteria. Enter additional criteria
along with the object type.

• Avoid using wide date ranges. If you use a wide date range, select additional
search criteria.

• Avoid using only event type. Generally, an audit log has maximum records for
the Modify event.

• Avoid searching only by Group Name or User ID.

• Avoid search only by error code. By default, all values are 0 and may cause
Teamcenter to crash.

For more information about searching for audit information, see View legacy audit
log information.

Export legacy audit information

You can export audit logs as an Excel file or in the CSV format.
Note The TC_audit_manager preference setting controls the Audit menu
commands.
• OFF (default)
View→Audit→File and View→Audit→Signoff Report are available.

• ON
View→Audit→View Audit Logs is available.

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 Viewing legacy audit information

1. (Optional) Select an object in the navigation tree.

2. Choose View→Audit→View Audit Logs.

The system displays the Audit Log dialog box.

• If you select an object, the object ID, name, revision, and object type are
displayed in the Search Criteria section.

3. (Optional) Specify additional search criteria, such as event type, user ID, and
date created.

4. (Optional) Click the Advanced tab and type the criteria to construct a query
based on property values.
Note The Advanced tab does not display any information if there are no
logged properties in the audit definition object.

5. Click Find.
The system displays the audit logs that match the search criteria.

6. Click Export Audit Log.

In the Export Audit Log dialog box, choose the following options:

• From the Object Selection section, choose one of the following options:
o Choose the Export Selected Objects option to export only the selected
objects from the audit log.

o Choose the Export All Objects In View option to export all objects from
the audit log.

• From the Output Format section, choose one of the following options:
o Choose the Use Excel option to export the audit logs in an Excel file.
Select the Excel export template from the list next to the Use Excel
option.
Note The export to Excel option is only available on Microsoft
Windows machines.

o Choose the Use CSV option to export the audit logs in a CSV file.

7. Click OK to export the audit log.

PLM00022 H Audit Manager Guide 10-5

Part

III Legacy workflow and reservation

auditing

Beginning with Teamcenter 10.1, the legacy workflow and reservation auditing
functionality is no longer available. This section documents the functionality
available before Teamcenter 10.1.
The workflow and reservation audit functionality gives you the ability to capture
workflow, signoff, and checkout audit logs. The audit logs are stored in a file.

Configuring legacy workflow and reservation auditing . . . . . . . . . . . . . . . . . . 11-1

View legacy audit and signoff history in HTML format . . . . . . . . . . . . . . . . . . 12-1

View legacy audit files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-1

PLM00022 H Audit Manager Guide

Chapter

11 Configuring legacy workflow

and reservation auditing

PLM00022 H Audit Manager Guide

Chapter

11 Configuring legacy workflow

and reservation auditing

Note Beginning with Teamcenter 10.1, the legacy workflow and reservation
auditing functionality is no longer available. This section documents the
functionality available before Teamcenter 10.1.

Set the following preference to use the workflow and reservation auditing
functionality:
• TC_audit_manager
Set the preference value to OFF to enable the auditing functionality.

You must restart Teamcenter after you change Audit Manager preferences for the
changes to take effect.
For more information about the preference, see the Preferences and Environment
Variables Reference.

PLM00022 H Audit Manager Guide 11-1

Chapter

12 View legacy audit and signoff

history in HTML format

PLM00022 H Audit Manager Guide

Chapter

12 View legacy audit and signoff

history in HTML format

Note Beginning with Teamcenter 10.1, the legacy workflow and reservation
auditing functionality is no longer available. This section documents the
functionality available before Teamcenter 10.1.

Note This information is available if the TC_audit_manager preference is set

to OFF.

1. Select a data object or workflow process.

2. Choose View→Audit→Signoff Report.

Audit and signoff history reports generated for selected data objects or workflow
processes contain details and additional information about each task.

Task Task details Additional information

Route • Responsible party Signoff status and the history of each
• List of selected reviewer’s signoff activity, including the
reviewers signoff creation date, decision date, and
• List of users to comments for each signoff decision.
acknowledge task
• List of users to Date and comments related to delegation
receive notification of signoff, if applicable.
Review • Responsible party Signoff status and the history of each
• List of selected reviewer’s signoff activity, including the
reviewers signoff creation date, decision date, and
comments for each signoff decision.
Date and comments related to delegation
of signoff, if applicable.
Acknowledge • Responsible party Signoff status and the history of each
• List of selected reviewer’s signoff activity, including the
users to signoff creation date, decision date, and
acknowledge task comments for each signoff decision.
Date and comments related to delegation
of signoff, if applicable.
Condition • Result of the Task start and completion dates.
condition
• Responsible party

PLM00022 H Audit Manager Guide 12-1

Chapter 12 View legacy audit and signoff history in HTML format

Task Task details Additional information

Do tasks Responsible party Task start and completion date, allowed
and all other duration and/or due date.
single-user
tasks

12-2 Audit Manager Guide PLM00022 H

Chapter

13 View legacy audit files

PLM00022 H Audit Manager Guide

Chapter

13 View legacy audit files

Note Beginning with Teamcenter 10.1, the legacy workflow and reservation
auditing functionality is no longer available. This section documents the
functionality available before Teamcenter 10.1.

Note This information is available if the TC_audit_manager preference is set

to OFF.

1. Select the object in the tree or in the Details table.

2. Choose View→Audit→File.
The system displays the workflow audit file in the View Audit File dialog box.
Note Legacy audit files display information about workflow-related events, such
as when a task is started, approved, or completed. Audit files also display
information about the delegation of tasks using the Out of Office Assistant,
which appears in the log file as Assign Approver events.

PLM00022 H Audit Manager Guide 13-1

Part

IV Appendix

Audit log extensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-1

PLM00022 H Audit Manager Guide

Appendix

A Audit log extensions

PLM00022 H Audit Manager Guide

Appendix

A Audit log extensions

Teamcenter provides the following log extensions:

• Fnd0WriteSecondaryProperties
This log extension writes secondary object properties to the primary object. The
following secondary properties are written to primary business objects:

Audit business Fnd0WorkflowAudit Fnd0StructureAudit,

objects business object Fnd0ScheduleAudit,
Fnd0OrganizationAudit,
Fnd0GeneralAudit, and
Fnd0LicenseExportAudit
business objects
fnd0SecondaryObject fnd0SecondaryObject
fnd0Secondary fnd0SecondaryObject
ObjectType Type
fnd0Secondary fnd0SecondaryObject
ObjectName Name
fnd0Secondary fnd0SecondaryObjectID
Secondary business
ObjectID
object properties
fnd0Secondary fnd0SecondaryObject
ObjectRevID RevID
fnd0Secondary fnd0SecondaryObj
ObjDispName DispName
fnd0Secondary
ObjQualifier

By default, this log extension is attached to the following audit definitions:

o EPMTask:__Add_Attachment

o EPMTask:__Remove_Attachment

o ADA_License:__Attach_License

o ADA_License:__Detach_License

o BOMView Revision:__Component_Add

o BOMView Revision:__Component_Remove

PLM00022 H Audit Manager Guide A-1

Appendix A Audit log extensions

o ScheduleTask:__ResourceAssignment_Create

o ScheduleTask:__ResourceAssignment_Modify

o ScheduleTask:__ResourceAssignment_Delete

o ScheduleTask:__TaskDependency_Create

o ScheduleTask:__TaskDependency_Modify

o ScheduleTask:__TaskDependency_Delete

• Fnd0OCC_track_position_orientation_audithandler
This log extension enables the logging of occurrence position and
orientation changes of the components in structures. It is attached to the
PSOccurrence:__Modify audit definition.
Note You must not use this log extension in any audit definition except for
audit definitions that log position and orientation changes of components
based on occurrence properties.

• Fnd0CICO_auditloghandler
This log extension applies to checkin and checkout events. It logs the change
ID and reason why the object is checked in or out.

• Fnd0PROJInfo_audithandler
This log extension logs information about objects that are assigned to projects.
The project names are separated by commas.
By default, this extension is not available on any audit definition.

• Fnd0USER_get_additional_log_info
This log extension logs workflow information. For example, for the __Assign
event, this log extension logs information like the process name, task type, user
comments, user ID, and the user name the workflow is assigned to.
This log extension applies to workflow-related events such as __Abort,
__Add_attachment, __Approve, __Assign, __Assign_Approver,
__Complete, __Demote, __Fail, __Notify, __Perform, __Reject,
__Stand_In, __Remove_Attachment, __Resume, __Start, __Suspend, and
__Update_Process.

• Fnd0WriteSignoffDetails
This log extension logs workflow signoff history. For example, for the
__Add_attachment event, this log extension logs information like signoff
decision, job, sign off, user ID, sign off group, and sign off role name.
This log extension applies to workflow related events such as
__Add_attachment, __Approve, __Reject, __Stand_In, and
__Remove_Attachment.

A-2 Audit Manager Guide PLM00022 H

Part

V Appendix Legacy Audit Manager

Command line utilities for configuring legacy Audit Manager . . . . . . . . . . . . . B-1

ITK functions for configuring legacy Audit Manager . . . . . . . . . . . . . . . . . . . C-1

Viewing legacy audit logs for changes to structures . . . . . . . . . . . . . . . . . . . . D-1

Legacy Audit Manager events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E-1

PLM00022 H Audit Manager Guide

Appendix

B Command line utilities for

configuring legacy Audit Manager

PLM00022 H Audit Manager Guide

Appendix

B Command line utilities for

configuring legacy Audit Manager

Use the following command line utilities to modify Audit Manager:

• audit_archive

• combine_audit_files

• define_auditdefs

For more information about these utilities, see the Utilities Reference.

PLM00022 H Audit Manager Guide B-1

Appendix

C ITK functions for configuring

legacy Audit Manager

PLM00022 H Audit Manager Guide

Appendix

C ITK functions for configuring

legacy Audit Manager

Use the following ITK functions to modify Audit Manager:

• AUDIT_delete_records

• AUDIT_delete_specified_records

• AUDIT_get_records

• AUDIT_get_records_with_specified_col

• AUDIT_initialize_log_query

• AUDIT_insert_record

• AUDIT_log_event

• AUDITMGR_add_audit_properties

• AUDITMGR_create_audit_definition

• AUDITMGR_find_audit_definition

• AUDITMGR_get_archive_media

• AUDITMGR_get_audit_properties

• AUDITMGR_get_auditable_types

• AUDITMGR_get_event_type

• AUDITMGR_get_log_handler

• AUDITMGR_get_max_days_kept

• AUDITMGR_get_object_type

• AUDITMGR_get_storage_type

• AUDITMGR_remove_audit_properties

• AUDITMGR_set_archive_media

PLM00022 H Audit Manager Guide C-1

Appendix C ITK functions for configuring legacy Audit Manager

• AUDITMGR_set_log_handler

• AUDITMGR_set_max_days_kept

• AUDITMGR_set_storage_type

For more information, see the Integration Toolkit Function Reference.

Note The Integration Toolkit Function Reference is available only in the
Teamcenter HTML Help Collection. It is not available in the PDF collection.

C-2 Audit Manager Guide PLM00022 H

Appendix

D Viewing legacy audit logs for

changes to structures

Tracking changes to NX part history . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D-2

PLM00022 H Audit Manager Guide

Appendix

D Viewing legacy audit logs for

changes to structures

You can view audit logs for changes to structure from Structure Manager,
Multi-Structure Manager, or Manufacturing Process Planner applications.
To view audit logs in these applications, do one of the following:

• Select the BOM line and choose View→Audit→View Audit Logs.

• Right-click a BOM line and choose View Audit Logs.

You view the audit logs in the Audit Log dialog box.
Note If you click Clear to clear Audit Log dialog box of the existing search
criteria and search for audit logs by typing the same search criteria, you
see the audit logs of other occurrences of the structure.

For more information about viewing audit logs, see View legacy audit log information.
Teamcenter provides the following audit definitions for viewing changes to structure:

Audit definition Description

BOMView Revision - Component is added to a structure.
Component Add
BOMView Revision - Component is removed from a structure.
Component Remove
PSOccurrence - Modify Component is modified from a structure.
This audit definition also tracks position
and orientation changes when the handler is
OCC_track_position_orientation.
PSOccurrenceNotes - Modify Component is modified with occurrence note
values.

Note For position and orientation tracking, actual values of position and
orientation are not written to audit logs. For position change, old value is
written as Old Position and new value is written as New Position. For
orientation change, old value is written as Old Orientation and new value
is written as New Orientation.
Changes to UG Form are written as changes to UG Dataset.

PLM00022 H Audit Manager Guide D-1

Appendix D Viewing legacy audit logs for changes to structures

Tracking changes to NX part history

You can track NX part changes in Teamcenter using Teamcenter services API.
You can call the API from NX using the following values:

Property Value
primary object Component object reference
eventTypeName Modify
propertyCount 1
propertyNames NXPartHistory

propertyValues NX part history

The signature of the Teamcenter services API to create audit log is as follows:
DataManagementImpl::PostEventResponse DataManagementImpl::postEvent (
const std::vector< PostEventObjectProperties >& input,
const std::string& eventTypeName )

The signature of the Teamcenter services API to get event types for given object
types is as follows:
DataManagementImpl::EventTypesResponse DataManagementImpl::getEventTypes
(const std::vector< ObjectType >& input )

D-2 Audit Manager Guide PLM00022 H

Appendix

E Legacy Audit Manager events

PLM00022 H Audit Manager Guide

Appendix

E Legacy Audit Manager events

You can find the events that are auditable in the Event Type Mapping editor of
Business Modeler IDE.
For more information about the Event Type Mapping editor, see the Business
Modeler IDE Guide.
The following events are not auditable by default:
• Read_File

• Write_File

For more information about making these events auditable, see Create an event
type mapping.

PLM00022 H Audit Manager Guide E-1

Index

A AUDITMGR_get_archive_media
function . . . . . . . . . . . . . . . . . . . . . . C-1
Action handlers AUDITMGR_get_audit_properties
Audit Manager . . . . . . . . . . . . . . . . . 8-4 function . . . . . . . . . . . . . . . . . . . . . . C-1
Archive audit files . . . . . . . . . . . . . . . . . 9-3 AUDITMGR_get_auditable_types
Audit definition function . . . . . . . . . . . . . . . . . . . . . . C-1
Creating . . . . . . . . . . . . . . . . . . . . . . 3-1 AUDITMGR_get_event_type function . . C-1
Audit definition objects AUDITMGR_get_log_handler
Creating . . . . . . . . . . . . . . . . . . . . . . 9-1 function . . . . . . . . . . . . . . . . . . . . . . C-1
Deleting . . . . . . . . . . . . . . . . . . . . . . 9-3 AUDITMGR_get_max_days_kept
Modifying . . . . . . . . . . . . . . . . . . . . . 9-2 function . . . . . . . . . . . . . . . . . . . . . . C-1
Audit definitions . . . . . . . . . . . . . . . . . . 3-1 AUDITMGR_get_object_type function . . C-1
Audit log extensions . . . . . . . . . . . . . . A-1 AUDITMGR_get_storage_type
Fnd0CICO_auditloghandler . . . . . . . A-2 function . . . . . . . . . . . . . . . . . . . . . . C-1
Fnd0OCC_track_position_orientation_ AUDITMGR_remove_audit_properties
audithandler . . . . . . . . . . . . . . . . A-2 function . . . . . . . . . . . . . . . . . . . . . . C-1
Fnd0PROJInfo_audithandler . . . . . . A-2 AUDITMGR_set_archive_media
Fnd0USER_get_additional_log_info . . A-2 function . . . . . . . . . . . . . . . . . . . . . . C-1
Fnd0WriteSecondaryProperties . . . . . A-1 AUDITMGR_set_log_handler
Fnd0WriteSignoffDetails . . . . . . . . . A-2 function . . . . . . . . . . . . . . . . . . . . . . C-2
Audit Manager AUDITMGR_set_max_days_kept
Audit definition . . . . . . . . . . . . . . . . . 3-1 function . . . . . . . . . . . . . . . . . . . . . . C-2
Event type . . . . . . . . . . . . . . . . . . 3-4, 8-5 AUDITMGR_set_storage_type
Event type mapping . . . . . . . . . . . 3-5, 8-6 function . . . . . . . . . . . . . . . . . . . . . . C-2
Audit Manager interface . . . . . . . . . . . . 1-1
Audit objects . . . . . . . . . . . . . . . . . . . . . 1-3
Audit reports B
Viewing in HTML format . . . . . . . . . 12-1 Basic concepts . . . . . . . . . . . . . . . . 1-2, 7-3
audit_archive utility . . . . . . . . . . . . . . B-1 Audit definition object . . . . . . . . . . . . 7-3
AUDIT_delete_records function . . . . . . C-1 Viewing audit information . . . . . . . . . 7-4
AUDIT_delete_specified_records Basic tasks . . . . . . . . . . . . . . . . . . . . . . 7-4
function . . . . . . . . . . . . . . . . . . . . . . C-1
AUDIT_get_records function . . . . . . . . C-1
C
AUDIT_get_records_with_specified_col
function . . . . . . . . . . . . . . . . . . . . . . C-1 Combine audit files . . . . . . . . . . . . . . . . 9-3
AUDIT_initialize_log_query function . . C-1 combine_audit_files utility . . . . . . . . . . B-1
AUDIT_insert_record function . . . . . . . C-1 Command line utilities . . . . . . . . . . . . B-1
AUDIT_log_event function . . . . . . . . . . C-1 Configure Audit Manager . . . . 1-1, 7-2, 8-1
audit_user.properties file . . . . . . . . . . . . 8-3 Access control . . . . . . . . . . . . . . . 2-4, 8-2
AUDITMGR_add_audit_properties Archiving . . . . . . . . . . . . . . . . . . . . . 8-2
function . . . . . . . . . . . . . . . . . . . . . . C-1 Audit log archiving . . . . . . . . . . . . . . . 2-6
AUDITMGR_create_audit_definition Audit searching . . . . . . . . . . . . . . . . . 8-3
function . . . . . . . . . . . . . . . . . . . . . . C-1 Business constants . . . . . . . . . . . . . . . 2-2
AUDITMGR_find_audit_definition Custom audit reports . . . . . . . . . . . . . 8-4
function . . . . . . . . . . . . . . . . . . . . . . C-1 Custom log extensions . . . . . . . . . . . . 2-7

PLM00022 H Audit Manager Guide Index-1

Index

Custom log handlers . . . . . . . . . . . . . 8-4 AUDITMGR_create_audit_

Enable Audit Manager . . . . . . . . . . . . 2-1 definition . . . . . . . . . . . . . . . .. . C-1
Enable audit viewing . . . . . . . . . . . . . 8-1 AUDITMGR_find_audit_definition . . C-1
Object properties . . . . . . . . . . . . . 2-7, 8-3 AUDITMGR_get_archive_media . .. . C-1
Preferences . . . . . . . . . . . . . . . . . . . . 8-1 AUDITMGR_get_audit_properties .. . C-1
Storage media . . . . . . . . . . . . . . . . . . 8-2 AUDITMGR_get_auditable_types .. . C-1
Creating audit definition object . . . . . . . 9-1 AUDITMGR_get_event_type . . . . .. . C-1
Custom audit reports . . . . . . . . . . . . . . . 8-4 AUDITMGR_get_log_handler . . . .. . C-1
Custom log extension AUDITMGR_get_max_days_kept .. . C-1
Creating . . . . . . . . . . . . . . . . . . . . . . 2-7 AUDITMGR_get_object_type . . . .. . C-1
Example . . . . . . . . . . . . . . . . . . . . . . 2-8 AUDITMGR_get_storage_type . . .. . C-1
Custom log handlers . . . . . . . . . . . . . . . 8-4 AUDITMGR_remove_audit_
properties . . . . . . . . . . . . . . . . . . C-1
D AUDITMGR_set_archive_media . . . . C-1
AUDITMGR_set_log_handler . . . . . . C-2
define_auditdefs utility . . . . . . . . . . . . B-1 AUDITMGR_set_max_days_kept . . . . C-2
Deleting audit definition object . . . . . . . . 9-3 AUDITMGR_set_storage_type . . . . . C-2
Dialog boxes
Export To Excel . . . . . . . . . . . . . . . . . 5-5
I
E Interface . . . . . . . . . . . . . . . . . . . . . . . 7-2
ITK functions . . . . . . . . . . . . . . . . . . . C-1
Enable Audit Manager . . . . . . . . . . 1-1, 7-1
Enable audit viewing . . . . . . . . . . . . . . . 8-1
Event type M
Creating . . . . . . . . . . . . . . . . . . . 3-4, 8-5 Modifying audit definition object . . . . . . 9-2
Event type mapping
Creating . . . . . . . . . . . . . . . . . . . 3-5, 8-6 P
Export and import audit logs . . . . . . . . . 5-6
Export audit logs . . . . . . . . . . . . . . . . 10-4 Perspectives
Export audit logs from Details view . . . . 5-5 In general . . . . . . . . . . . . . . . . . . . . . 7-2
Export audit logs from Summary view . . 5-5 Preferences
Export To Excel dialog box . . . . . . . . . . . 5-5 TC_audit_buffer_size . . . . . . . . . . . . . 8-1
TC_audit_delimiter . . . . . . . . . . . . . . 8-1
TC_audit_display_gmt . . . . . . . . . . . . 8-1
F TC_audit_file_format . . . . . . . . . . . . . 8-1
Files, audit_user.properties . . . . . . . . . . 8-3 TC_audit_log_dir . . . . . . . . . . . . . . . . 8-1
Fnd0AuditRecordAccessLevel business object TC_audit_manager . . . . . . . . . . 7-1, 10-1
constant . . . . . . . . . . . . . . . . . . . . . . . 2-3 TC_audit_manager_version . . . . 1-1, 10-1
Fnd0ObjectIDToAudit business object Prerequisites for Audit Manager . . . 1-1, 7-1
constant . . . . . . . . . . . . . . . . . . . . . . . 2-2
Fnd0ObjectNameToAudit business object R
constant . . . . . . . . . . . . . . . . . . . . . . . 2-3
Fnd0ObjectRevIDToAudit business object Rich client perspectives and views . . . . . 7-2
constant . . . . . . . . . . . . . . . . . . . . . . . 2-3
Functions S
AUDIT_delete_records . . . . . . . . . . . C-1 Start Audit Manager . . . . . . . . . . . . . . . 7-2
AUDIT_delete_specified_records . . . . C-1 Storage media . . . . . . . . . . . . . . . . . . . . 8-2
AUDIT_get_records . . . . . . . . . . . . . C-1 Archiving . . . . . . . . . . . . . . . . . . . . . 8-2
AUDIT_get_records_with_specified_
col . . . . . . . . . . . . . . . . . . . . . . . C-1
AUDIT_initialize_log_query . . . . . . . C-1 T
AUDIT_insert_record . . . . . . . . . . . . C-1 TC_audit_buffer_size preference . . . . . . . 8-1
AUDIT_log_event . . . . . . . . . . . . . . . C-1 TC_audit_delimiter preference . . . . . . . . 8-1
AUDITMGR_add_audit_properties . . C-1 TC_audit_display_gmt . . . . . . . . . . . . . . 8-1

Index-2 Audit Manager Guide PLM00022 H

 Index

TC_audit_file_format preference . . . . . . . 8-1 V

TC_audit_log_dir preference . . . . . . . . . 8-1
View audit logs . . . . . . . . . . . . . . . 5-1, 10-1
TC_audit_manager preference . . . . 7-1, 10-1
Audit queries . . . . . . . . . . . . . . . . . . . 5-4
TC_audit_manager_version
Audit reports . . . . . . . . . . . . . . . 5-3, 10-1
preference . . . . . . . . . . . . . . . . . . . . . 10-1
Best practices . . . . . . . . . . . . . . . . . 10-4
TC_audit_manager_version
Deleted objects . . . . . . . . . . . . . . . . 10-4
preference . . . . . . . . . . . . . . . . . . . . . . 1-1
Legacy files . . . . . . . . . . . . . . . . . . . 13-1
Signoff history . . . . . . . . . . . . . . . . . 12-1
U Structure changes . . . . . . . . . . . . . . D-2
Utilities Structure changesNX part history . . . D-2
audit_archive . . . . . . . . . . . . . . . . . B-1 Summary view . . . . . . . . . . . . . . . . . . 5-1
combine_audit_files . . . . . . . . . . . . . B-1 View legacy audit data . . . . . . . . . . . . 5-3
define_auditdefs . . . . . . . . . . . . . . . . B-1

PLM00022 H Audit Manager Guide Index-3