SIEMENS

Teamcenter
Rapid Start 12.2

Validating Product
Data with NX
Check-Mate
RS037 • 12.2
Contents

Getting started with Validation Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1

What is Validation Manager? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . 1-1
Before you begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . 1-1
Validation Manager interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . 1-2
Validation Manager interface overview . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . 1-2
Validation Manager menu commands . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . 1-2
Validation Manager buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . 1-4
Validation Manager commands in My Teamcenter . . . . . . . . . . . . .. . . . . . . . . . . . . . . . 1-5
What are perspectives and views? . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . 1-6
Basic concepts for using Validation Manager . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . 1-6
Basic tasks using Validation Manager . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . 1-7
Validation Manager administrator or Teamcenter administrator tasks . . . . . . . . . . . . . . . . 1-7
Validation Manager user tasks . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . 1-8

Managing validation results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1

Run validations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1
Viewing validation results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3
Methods of viewing validation results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3
View Validation Results Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3
View Validation Results Viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4
Report Builder validation reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-9
Override validation failure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-9
Who can override validation failure? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-9
Create an override request . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-10
View an override request status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-11
Edit an override request . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-11
Delete an override request . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-12
Review an override request using interface commands . . . . . . . . . . . . . . . . . . . . . . . . . 2-12
Review an override request in a workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-13
Result override notification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-14
Validation results in a workflow or baseline operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-15

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Chapter 1: Getting started with Validation Manager

What is Validation Manager?

The Validation Manager application in Teamcenter provides a decision mechanism to let users ensure
a target meets compliance before it is released. Once validation processes are configured, you can
select a target in Teamcenter and confirm its compliance with the business rules defined at your site.
The validation objects in Teamcenter are validation agents with their checkers and validation
results. In Validation Manager, you define or configure validation agents that contain the
information of a particular validation software application, such as NX Check-Mate and NX RDDV
(Requirement-Driven Design Validation). Each agent has executable checkers, which define the
parameters that the agent checks. When you run the checkers, they validate the item revisions and
store the data in validation result objects, where you can view it.

Before you begin

Prerequisites You do not need any special permissions to view validation agents, checkers,
and results in the Validation Manager application. You must have Validation
Manager administrator or Teamcenter administrator privileges to create,
modify, and delete validation agents and checkers in the Validation Manager.
Enable Validation Validation Manager does not need to be enabled before you use it.
Manager
Note
You can log on to Teamcenter only once. If you try to log on to
more than one workstation at a time, you see an error message.

Configure Validation The Validation Manager administrator or the system administrator must
Manager configure one or more validation agents and validation checkers. The
Validation Manager administrator or the system administrator may also need
to modify the preferences settings for Validation Manager.
Start Validation
Manager Click Validation Manager in the navigation pane.

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Validation Manager interface

Validation Manager interface overview

1 Validation Agent Displays the Validation Home tree pane.

view
2 Summary view For the Validation Agent view, displays details about the selected
agent or checker.

Validation Manager menu commands

File→New menu commands

Command Description
Validation Agent Displays the New Agent dialog box in which you
choose an agent type and specify the required
properties for it. The properties shown in this
dialog box are defined by the Business Modeler
IDE and vary depending on the agent type you
choose.

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File→New menu commands

Command Description
Validation Checker Displays the New Checker dialog box in which
you choose a checker type and specify the
required properties for it. The properties shown
in this dialog box are defined by the Business
Modeler IDE and vary depending on the checker
type you choose.

Note
You must have Validation Manager administrator or system administrator privileges to
create new agent or checker objects.

Edit menu commands

Command Description
Cut Removes a selected data object reference from the current location and places
it on the clipboard. You must have read privileges on the object and write
privileges on its container to move or remove an object.
Copy Replicates a data object reference in another application. You must have read
privileges for the selected object that you want to copy. You can also create a
copy by dragging the object to another Teamcenter application.
Paste Moves a data object reference from the clipboard to the current location in the
data object area. It is important to select the proper destination for the data
object reference before choosing the Paste menu command. You must have
read and write privileges to the destination object.

Note
If your administrator has defined mandatory properties for the type
of relation by which the pasted object reference (secondary object)
is associated to the primary object, a dialog box lets you define
attribute values for the objects.

Delete Deletes the selected object.

User Setting Provides access to the User Setting dialog box used to:
• View, define, or change company and group profile information for a user.

• View, define, or change settings for a group, role, and/or volume.

• View or change logging privileges for a user with dba privileges.

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Edit menu commands

Command Description
Options Lets you set preferences for a wide variety of user interface and application
display and processing attributes.
Take Ownership Transfers ownership of selected agent or checker to the currently logged-on
Validation Manager administrator.

Validation Manager buttons

Button Description
Stops the process. This button is active when an application
Soft Abort
is loading or when the system is processing data for a task.
However, the soft abort operation is a logical interrupt that can
be performed only when the system encounters an interruption
between two processes. The following examples illustrate some
situations in which you can use the Soft Abort button:
• Creating a folder
When a folder is created, the system creates the folder,
pastes the folder, and opens the folder (if Open on Create is
selected). The only points in this process at which the Soft
Abort button can be used to stop the process are between
when the folder has been created and is about to be pasted or
when the folder has been pasted and is about to be opened.

• Deleting objects
When objects are deleted, the system loads the objects and
then deletes them. The only point in this process at which
the Soft Abort button can be used to stop the process is
between when the object is loaded and when it is deleted,
or if deleting multiple objects, the process can be stopped
between when the previous object has been deleted and the
next object is loaded.

• Running searches
When a query is run, the system executes the query and then
loads the objects. The only point at which the operation can
be stopped is after the query has run but before the objects
are loaded.
Removes a selected data object reference and places it on the
Cut
clipboard. You must have read privileges on the object and write
privileges on its container (object folder, item revision) to cut an
object reference.

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Button Description
Duplicates an object reference. You must have read privileges for
Copy the object that you want to copy.

Tip
You can create a copy of an object reference in a
different application by dragging the object from My
Teamcenter to the other application.

Pastes the contents of the clipboard into the selected container

Paste object.
Delete Deletes the selected object.

Opens your Home folder view in the Validation Manager

Open home folder perspective.
Refreshes the display in your rich client window.
Refresh
Opens a selected data object—folder, item, item revision, or
Open the selected object dataset—to access product information.
Displays the properties of a selected object. You can also use this
Properties
option to edit object properties.
Allows you to select a user and view, change, or apply access
Access permissions for a selected object.
Search Displays the Search pane used to execute database queries.

Agent Displays the New Agent dialog box in which you choose an agent
type and specify the required properties for it. The properties
shown in this dialog box are defined by Business Modeler IDE
and vary depending on the agent type you choose.
Checker Displays the New Checker dialog box in which you choose a
checker type and specify the required properties for it. The
properties shown in this dialog box are defined by Business
Modeler IDE and vary depending on the checker type you choose.
Transfers ownership of the selected agent or checker to the
Take Ownership
currently logged-on Validation Manager administrator.

Validation Manager commands in My Teamcenter

You use My Teamcenter menu commands to validate targets and view results.

Command Description
Run Validations Displays the Run Validation dialog box listing available validation agents and
checkers and selected validation agents and checkers.

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Command Description
View Results Displays Validation Results Viewer in the Validation Manager perspective
to show the validation results of the selected targets. Results are rendered
with these icons: Show Not-Run, Show Out-of-Date, Show Up-to-Date,
Show Passed, Show Failed, Show Passed Evaluation, and Show Failed
evaluation.

What are perspectives and views?

Within the rich client user interface, application functionality is provided in perspectives and views.
View The basic display component that displays related information in a UI window.
Perspective A collection of one or more views and their layout.
Some applications use a perspective with multiple views to arrange how functionality is presented.
Other applications use a perspective with a single view.
You can use the HiddenPerspectives preference to prevent the display of some Teamcenter
perspectives in the rich client.
If your site has online help installed, you can access application and view help from the rich client
Help menu or by pressing F1.

Basic concepts for using Validation Manager

Validation agents and checkers are used to integrate a validation application to ensure target objects
meet a certain type of compliance. Validation Manager lets you select an agent and checkers to start
the validation process on the selected target objects.
• A validation agent defines how to perform a validation on the target objects.
A validation agent can have one or multiple validation checkers, depending on the logic in each
integrated validation application.

• A validation checker may provide the information on a specific validation functionality that
a validation application performs.
A validation checker is created in Teamcenter under its associated validation agent.

Teamcenter already provides agent and checker classes to integrate with these validation
applications:
• NX Check-Mate

• NX RDDV (Requirement-Driven Design Validation)

• BOM Grading

NX Check-Mate and NX RDDV agents are created when the database is initially populated. You can
create checkers for these validation applications and agents and checkers for others in Validation
Manager.

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To create a custom validation agent to integrate with a custom validation application, you must run the
Business Modeler IDE application to create new business objects that are used to instantiate the
custom validation agent and validation data objects. You can then create agents and checkers for
the custom application in Validation Manager.
Validation Manager lets you specify validation rules to verify the selected targets. Validation rules are
defined in a validation rule XML file. The validation rule XML file is stored in a ValidationRuleSet
dataset. The ValidationRuleSet dataset is then used to examine validation results on a target to
decide whether a target conforms to standards and can be released or baselined.
Validation results contain information on a validation target object. Validation Manager lets you view
and manage the validation results. Validation results then can be used as the basis for deciding
whether a target conforms to standards and can be released. Validation Manager stores the results of
the validation process in a viewable form associated with the selected item revision.

Basic tasks using Validation Manager

Validation Manager administrator or Teamcenter administrator tasks

The Validation Manager administrator role is a role under the Validation Administration group
that can perform validation administrative tasks.
• Prior to starting the validation process, a Validation Manager administrator must create some
validation agents and validation checkers. The Validation Manager administrator can use the
Validation Manager File→New menu commands to create new validation agents and checkers.

• A Validation Manager administrator can also modify or delete validation agents and validation
checkers.

The Override Approver role is a role under the Validation Administration group that can approve
or reject override requests. The Override Approver can approve or reject the override request using
the Validation Results Viewer view or a Workflow process.

Note
It is a Teamcenter administrative task to create new users with the Validation
Administration group and roles or add existing users into Validation Administration
group and roles before using Validation Manager.

There are various Teamcenter administrative tasks related to the Validation Manager or validation
objects:
• Create new users with, or add existing users to, Validation Administration groups and roles.

• Define closure rules for traversal scope of a validation checker for NX Check-Mate.

• Configure the tool for the NX Check-Mate agent to use.

• Configure Validation Manager preferences to control behavior.

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• Configure the workflow to approve the override request of validation results using these templates
and handlers:

o ResultOverrideApproval

o VAL-approve-result-overrides

o VAL-reject-result-overrides

o VAL-set-condition-result-overrides

• Configure the workflow and baseline operation to evaluate validation results based on validation
rules using these handlers:

o VAL-check-validation-result

o VAL-check-validation-result-with-rules

o VAL-set-condition-by-check-validation-result

• Configure the PLM XML transfer mode for import/export validation results.

• Configure the Business Modeler IDE handler to copy validation results when the target object
is copied.

Validation Manager user tasks

Users can perform the following typical tasks related to Validation Manager or validation objects.

• Run validations

After a Validation Manager administrator defines some validation agents and validation checkers,
any user can select some objects, and choose Teamcenter Tools→Validation→Run Validation,
and then select some validation checkers under an agent to run validation against the selected
objects. After the validation process completes, the corresponding validation results are
generated by the agent.

• View results

You can view the validation results associated with selected objects in the Validation Results
Summary view or you can view the results with or without rule evaluation in the Validation
Results Viewer view.

• Override results

You can request to override a certain validation result status from fail to pass or vice versa by
creating an override request and selecting an Override Approver to review the request using
the Validation Results Viewer. You can also start a workflow process to assign the Override
Approver to review the request

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Chapter 2: Managing validation results

Run validations
Users can view the generated validation results associated with the target, view the detailed report
file stored in the results or delete the selected results. Validation results can also be used as the basis
to determine whether a target conforms to standards and can be released.

The Tools→Validation→Run Validations menu command lets you specify validation checkers
under an agent to verify the selected targets by performing the validation process defined by the
agent. The validation process can store the results of the validation process as validation results
associated with the selected targets.

Note
Validation Manager requires special setup and configuration with third-party validation tools
and Teamcenter workflow processes. This feature may not be available at your site. For
more information, see your local administrator.

1. Select one or more folders, items, item revisions, reuse design element, or shape design
elements in the My Teamcenter or Structure Manager tree.

2. Choose Tools→Validation→Run Validations to display the Run Validations dialog box.

3. Choose a validation agent from the Available Validation Agents shortcut menu.

Note
If the user defined the agent class names with the
TC_VALIDATION_run_validation_hidden_agents preference, the corresponding
agent revisions are hidden from the list.

4. Select one or more validation checkers in the left pane of the Run Validations dialog box.

• If a validation checker item revision is mandatory, it is marked with a red star at the end. If
the TC_VALIDATION_mandatory_checkers_required preference is set to True, after you
select an agent revision, all the mandatory validation checkers under it are automatically
added into the Selected Validation Checkers tree, and they cannot be removed from it
unless you select another agent revision.

• If you select the top agent revision node from the Available Validation Checkers tree and
click the button, all validation checkers are added into the Selected Validation Checkers
tree.

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• If you deselect the top agent revision node from the Selected Validation Checkers tree,
all the validation checkers nodes under the agent revision are removed from the Selected
Validation Checkers tree. However, all mandatory checkers are not removed when the
TC_VALIDATION_mandatory_checkers_required preference is set to True.

Note
Use the add and remove buttons ( and ) to add or remove checkers. Or
double-click the selected checker in the left or right pane to add or remove checkers.

5. Review the Selected Objects pane at the bottom of the window to confirm the objects on which
the validation is run.

6. Click OK.

The system displays a status message to indicate the validation process has started.

Note
If Validation Manager applications are not configured, a message dialog box appears,
and you are instructed to contact your Teamcenter administrator.

If you have write access to the selected item revision, the system attaches a validation result summary
to the item revision. This summary lists the result of each specific validation, either Pass or Fail.

Note
If you want to run validation under single sign-on mode, you must first install Security
Services and configure it on the rich client and the server.
• Configure the TC_BIN\ug_check_part.bat/pl file according to the comments inside
the file before running validation from the client side or the server side.

• After NX 7.5
If you want to run validation from the client side, no more configuration is required. Use
the standard ug_check_part.bat/pl file under the TC_BIN directory.
If you want to run validation from the server side, there are two ways to configure it
before running validation:

o Configure the TC_BIN\ug_check_part.bat/pl file according to the comments

inside the file.

o Set the following environment variables before starting the TCServer instance.
For example, you can add them in TC_DATA\tc_profilevars.bat file.
set TC_SSO_LOGIN_URL=SSO-login-url
set TC_SSO_APP_ID=SSO-application-ID

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 Managing validation results

Viewing validation results

Methods of viewing validation results

Users can view the generated validation results associated with the target, view the detailed report
file stored in the results or delete the selected results. Validation results can also be used as the basis
to determine whether a target conforms to standards and can be released.
There are three major ways to view validation results:
• Validation Results Summary

• Validation Results Viewer

• Report Builder validation reports

View Validation Results Summary

1. In My Teamcenter, expand the item revision, and open the Validation Results Summary object
to view all the results for the item revision.

2. Select a validation result from the table.

3. Click Open.
The log content appears automatically unless there are multiple files under the validation result
log dataset. If so, the system displays the Validation Reports dialog box.

Note
Some validations may not return report files. Also, a report file must
correspond by its file extension to one of the accepted file types defined by the
TC_VALIDATION_FILE_TYPES preference.

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4. If there are multiple files under the validation result, select the report file from the list and click
Open.

Note
Validation requirement results are similar to the validation results created by the NX
Check-Mate agent, but they are created by the NX RDDV agent, and they contain
extra information about the requirements used for checking.

View Validation Results Viewer

Open the Validation Results Viewer view

The Validation Manager perspective is shown with two active views:

• The Selected Workspace Object view on the left side.

• The Validation Results Viewer view on the right side.

o This view is like the Summary view.

o It contains two tabs to show validation results with or without validation rule file-based
evaluation.

o The viewer pane contains result filters, a result table, and a collapsible information area.

o You can add or remove columns from the result table at run time.

o When opened, the detail information area displays detailed information regarding attributes
from the selected results in the results table.

When you select a target object from My Teamcenter, you can use four methods to open the
Validation Results Viewer view:
• In any application, right-click an object and choose Send To→Validation Manager.

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The Validation Results Viewer view is displayed for the selected object in Validation Manager.

• In My Teamcenter, select an object and choose Tools→Validation→View Results.

The Validation Results Viewer view is displayed for the selected object in Validation Manager.

• In Structure Manager, select a BOM line and choose Tools→Validation→View Results.

The Validation Results Viewer view is displayed in Structure Manager.

• Click the HOME toolbar button in Validation Manager and select an object.
The associated validation results are displayed in the Validation Results Viewer view.

Note
The system does not traverse child BOM lines when you view validation results from the
Structure Manager window. Only selected BOM lines are listed in the navigator tree in
the Validation Results Viewer view. To view validation results from the entire Structure
Manager tree or subtree, expand the tree in Structure Manager and select all expanded
BOM lines.

View results in the Summary tab

Selected Workspace Object tree Controls the display in the Validation Results Viewer view.
The tree is a Teamcenter component view similar to My
Teamcenter.
List boxes Provide filter function according to agent name, checker name
and target type of results.
Buttons Enable filter function according to not-run, up-to-date,
out-of-date, pass, and fail status of results.
Results data table Provides specific information about the validation results.

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Detail Information pane Displays a system-defined summary view for a selected

validation result (a row in the results table).

By default, the Validation Results Viewer view and Selected Workspace Object view are not
shown in Validation Manager perspective. Only when you use these methods to start the Validation
Results Viewer view to see results can the two views be displayed.
When you select a workspace object or multiple objects from My Teamcenter, and choose Send
To→Validation Manager, it not only opens the Selected Workspace Object view, but also opens
the Validation Results Viewer view. If you select multiple objects and send them to the Validation
Result Viewer view, multiple Selected Workspace Object views are opened just like you send
multiple objects to My Teamcenter. The selected folders, items, and revisions are displayed in the
Selected Workspace Object view similar to My Teamcenter.
Summary view options include:

Option Description
Agent Displays the validation agent. Results generated from the selected validation
agent are listed in the results table.
Checker Displays validation checker names. Results generated from selected validation
checker (for example, an NX Check-Mate checker) are listed in the results
table.
Target Type Lists the validation target dataset types. Results with selected validation target
dataset type are listed in the results table.

Summary view buttons include:

Button Description
Show Sets the display of out-of-date results. Display is enabled by default.
Out-of-Date
Show Up-to-Date Sets the display of up-to-date results. Display is enabled by default.
Show Not-Run Lists all targets that are not validated against selected validation checkers.
Show Passed Sets the display of items that pass validation.
Show Failed Sets the display of items that fail validation.

The results data table includes:

Data Description
Validation Target Lists the datasets associated with the item revision for which the validations
were performed.
Validation Name Displays the checkers that are run.
Validation Agent Lists the validation agent. A check that belongs to this validation agent is
performed against the target object, for example, the NX Check-Mate agent.
Override Indicates the override status of the validation result: Pending, Approved,
Request State or Rejected.
Validation Date Lists the date and time each validation was performed.

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Data Description
Up-to-date Specifies whether validation was run on the current target object.
Validation Result Indicates a Pass or Fail result for each validation performed. If the current
result is overridden from fail to pass, it shows pass, and vice versa.
Validation User Displays the validation user ID string.

Note
You can customize the Summary view by modifying the validation result summary
rendering style sheet. For example, a link to a requirement object can be added and
displayed for a selected RDDV result. Click the link and the requirement objects appear in
a window.

Note
The results table is implemented based on the standard Teamcenter table tree. You can
add or remove columns, sort tables per column, and so on.

View results in the Rule Set Evaluation tab

Rule Set Enter a validation rule item revision from My Teamcenter or

from the Teamcenter search results.
or
Type a validation rule item revision (standard format:
item-id/revision-id; if you use multifield keys, the format may
look like item-id,object-type,revision-id, depending on how the
key is defined for that business object type).
The selected validation rule file is called to evaluate validation
results.

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Validation Status Displays results status from the validation rule file evaluation.
This status may be different from the status that originally
returned from the Validation Manager application. A result with
up-to-date status or failed status from the Validation Manager
application may pass a validation rule file evaluation if the
check is defined as nonmandatory in the validation rule file.
Evaluate button Unavailable by default, this button is available when the
Workspace objects from the left navigator tree and validation
rule file are selected. Click this button to evaluate validation
results.

Note
• Include the validation rule item revisions in the
TC_VALIDATION_RULE_SET_ITEM_REVISIONS preference to list them in
the Rule Set menu.

• Validation rule file should be defined in validation rule XML format and saved as the
ValidationRuleSet dataset. Attach the ValidationRuleSet dataset to an item revision
with the TC_Validation relation. There should be one ValidationRuleSet dataset
under one item revision.

• When there is no validation rule file available or you do not want to select any validation
rule file, view validation results from the Summary view.

The evaluated status descriptions include:

Status Description
Evaluation The validation results pass the rule evaluation.
passes
Result out of The part Last-Modified Date is later than the date that the validation was
date due to part performed, and the result was saved into Teamcenter.
changed
Result failed The validation result status fails for a mandatory check.
Parameter The validation passes and is up-to-date, but the parameter verification fails.
verification failed Parameters listed in the validation rule are verified by first comparing the name
and value pairs with the validation_parameters attribute of validation result
object and then the log file if the first step returned a fail decision.
Result not found The validation result is not found. The validation is not performed or the result
is not saved into Teamcenter.
Missing result The validation result log dataset or file is missing. This failure is checked only
log file when a validation rule contains a parameter condition.

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Report Builder validation reports

There are three validation summary reports and one item report provided by Teamcenter. Summary
reports present information based on a saved query definition. Item reports are run on one or more
selected items based on a class of items. The validation summary reports are:
• VO - NX Validation Result on Item Revisions
Displays all NX validation results on the item revisions specified in the search criteria.

• VO - Validation Result
Displays all validation results from the specified search criteria.

• VO - Validation Result with Override Requests Information

Displays all validation results from the specified search criteria, including the override requests
information. It is similar to VO - Validation Result report but includes more information about
override information.

The item report is:

• VO - Item Revisions Validation Results
Displays all NX Check-Mate validation results on the selected item revisions.

Override validation failure

Who can override validation failure?

For a failed validation, any user with sufficient privileges to write to the validation result object can
request to override the validation failure result. Designated users can override a failed result by
using shortcut menu commands in the validation results viewer view or by using a workflow. To
approve a result override request, a user must belong to the validation administration group and
the override approver role.

Note
The Teamcenter administrator must use the Organization application to add members to
the validation administration group and the override approver role.

Users with sufficient privileges can:

• Create an override request.

• View an override request.

• Edit an override request.

• Delete an override request.

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Note
If users select a child checker result inside a NX Check-Mate profile, they can create, view,
edit, or delete override requests for the child result.

Create an override request

Any user with write access to a validation result object can create an override request.

1. Right-click the validation result from the Validation Results Viewer view and choose
Override→Create.
The system displays the Create Override dialog box.

2. Select appropriate options in the Create Override dialog box.

a. Select an option from the Type list.

• Permanent
The approved override request always applies to the validation result until the original
request user deletes the override request.

• Temporary
The approved override request applies only to the validation result until the test reruns
and validation result updates. The system automatically removes the approved override
request and updates the validation result after the test reruns.

b. Select an option from the To State list.

c. Select an option from the Category list.

d. Select an option from the Brief Reason list.

e. Type a reason for the override request in the Detailed Reason box.

Note
In the Create Override dialog box, the Category, Brief Reason, and Detailed
Reason inputs are optional unless Override Reason Is Mandatory is selected in
the New Agent dialog box when the administrator creates an agent object.

f. (Optional) Select a proposed decision user from the Override Decision User list in the
Create Override dialog box and Edit Override dialog box. The Override Decision User list
shows all the users under the Override Approver role in the Validation Administration
group. This box is optional so you can leave it blank. If you select a user from the Override
Decision User list or change to a different decision user, notification mails are sent to the
current selected decision user and/or the previous selected decision user.

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Note
If the company’s best practice is to approve or reject an override request from the
Validation Manager application, specify a user from the Override Decision User
list when creating a request, so the suggested approver is notified to review the
request. On the other hand, if the company’s best practice is to approve or reject
an override request in a workflow process, leave the Override Decision User box
blank, because the workflow already has a separate notification mechanism.

3. Click OK.

• The system displays Override Request Status as Pending.

• The Result column shows the original validation result status.

View an override request status

1. Select one or more validation target objects.
A validation target can be any workspace object, such as an item, item revision, dataset, folder,
reuse design element, and shape design element, among others.

2. From the shortcut menu, choose Send To→Validation Manager.

3. Check the Override Request State column for the override status of the validation result.

• Pending
The override is awaiting review.

• Approved
The reviewers accept the override. The Result column shows the override result.

• Rejected
One or more of the reviewers deny the request. The Result column shows the original
validation result.

4. View the detail status and provide comments in the Detail Information box.

a. Select one result in the Results Viewer view.

b. View the information in the Detail Information box.

Edit an override request

1. Select one validation result with a Pending, Approved, or Rejected override status in the
Validation Results Viewer view.

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Note
For override requests with Approved or Rejected status, when you edit the override
request, the system resets the request to Pending status.

2. From the shortcut menu, choose Override→Edit.

The system displays the Edit Override dialog box. This dialog box contains the same information
as the Create Override dialog box.

Note
Only the user who made the original request can edit an override request.

Delete an override request

1. Select one validation result with a Pending, Approved, or Rejected override status in the
Validation Results Viewer view.

2. From the shortcut menu, select Override→Delete.

The system displays the Delete Override dialog box.

3. Click Yes.

Note
Only the original request user can delete an override request.

Review an override request using interface commands

To approve or reject an override request, the reviewer must belong to the validation administration
group and the override approver role.
1. Select one validation result with a Pending, Approved, or Rejected override status in the
Validation Results Viewer view.

2. From the shortcut menu, choose Override→Review.

The system displays the Override Decision dialog box.

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3. Select Approve or Reject.

4. Enter comments for the override decision in the Comments box.

5. Click OK.
The updated Validation Results Viewer view appears.

• When the override request is approved, the Override Request State column indicates the
Approved status, and the Result column displays the overridden result.

• When the override request is rejected, the Override Request State column indicates the
Rejected status, and the Result column displays the original status.

Review an override request in a workflow

Create a result override approval process

1. Create a result override approval process.

2. Select a signoff team.

The signoff team members can now perform the override approval task.

Create a result override approval process

1. Choose New→Process.

2. Select Result Override Approval from the Process Template list.

3. In My Worklist, perform the select-signoff-team task.

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Note
Signoff team members must belong to the validation administration group and the
override approver role.

After the select-signoff-team task is complete, the process continues in the workflow and members of
the signoff team receive the signoff task.

Perform an override approval task in a result override approval process

1. In My Worklist, select the perform-signoff task.

2. Choose Actions→Perform.
The system displays the Signoff Decision dialog box.

3. Select Approve or Reject or No Decision.

4. Enter comments regarding the signoff decision in the Comments box.

5. Click OK.

Result override notification

The Override Approver can approve or reject an override request from either the Validation Manager
application, or a workflow process. When the override requester specified an Override Decision
User when creating or updating an override request, notification mails are sent to corresponding
participants when an override is requested, updated, approved, rejected, or deleted.

Note
By default, validation override notifications are sent through operating
system mail. To send notifications through Teamcenter mail, set the
TC_VALIDATION_send_envelope_for_override preference to TRUE.

• An email notifying the approver of an override request includes these messages to either approve
or reject the request:
Send the attachment to the Validation Results Viewer
Right click on this result.

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 Managing validation results

Choose Override→Review

• An email notifying the old approver and the new approver that their assignments have changed
includes this message:
You are no longer the approver of this override request.

• An email notifying the requester that the override request has been approved includes this
message:
Your override request is approved by [Approver].

• An email notifying the requester that the override request has been rejected includes this
message:
Your override request is rejected by [Approver].

• An email notifying the approver and the requester that the override request has been deleted
includes this message:
The override request is deleted.
See comment on the Result Detail panel.

• An email notifying the approver that the override request has been updated includes this message:
The override request is updated by [Requester].

Validation results in a workflow or baseline operation

To ensure qualities in design process, three workflow handlers are defined and can be used to
evaluate validation results of selected targets based on overall status or a validation rule before
releasing the targets in a workflow.
• VAL-check-validation-result

• VAL-check-validation-result-with-rules

• VAL-set-condition-by-check-validation-result

The Check_Validation_Results extension is another extension that is registered into a precondition

message for the baseline operation. It can be used to verify that all parts pass the validation rule
conditions before the baseline is created.

Note
These three handlers and the extension are applicable to the validation results generated
by the NX Check-Mate and NX RDDV validation agents.

The ResultOverrideApproval workflow template can be used to approve or reject the override
requests on the validation results associated with the workflow targets.
This template can be used independently or within any customer’s workflow templates for privileged
users to approve all override requests associated with the workflow targets.

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In the ResultOverrideApproval workflow template, the overridecondition task has a Start action
handler (VAL-set-condition-result-overrides) that sets the condition to EPM_RESULT_True if there
are pending result override requests for the workflow targets. If there are any pending result override
requests, the workflow continues to OverrideReviewTask for privileged users to signoff; otherwise,
the workflow continues to OverrideOrTask, then completes.
The OverrideReviewTask has Validation Administration/Override Approver/1 as
the default signoff profile. Two action handlers (VAL-approve-result-overrides and
VAL-reject-result-overrides) are used to set the approval state of the associated overrides whose
current state is not approved. When triggered, the VAL-approve-result-overrides action handler
sets all requested overrides to an approved state, while the VAL-reject-result-overrides action
handler sets all requested overrides to a rejected state.

2-16 Validating Product Data with NX Check-Mate RS037 12.2

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