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Structure Discovery Admin

The document provides guidelines for the administration of Smart Discovery for Structures in Teamcenter 14.3, detailing the indexing process to enhance search capabilities within product structures. It outlines the necessary installations, configurations, and troubleshooting steps for Smart Discovery Indexing, emphasizing the importance of indexing for efficient data retrieval. Additionally, it includes legal disclaimers regarding the proprietary nature of the documentation and the use of Siemens trademarks.

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0% found this document useful (0 votes)
48 views58 pages

Structure Discovery Admin

The document provides guidelines for the administration of Smart Discovery for Structures in Teamcenter 14.3, detailing the indexing process to enhance search capabilities within product structures. It outlines the necessary installations, configurations, and troubleshooting steps for Smart Discovery Indexing, emphasizing the importance of indexing for efficient data retrieval. Additionally, it includes legal disclaimers regarding the proprietary nature of the documentation and the use of Siemens trademarks.

Uploaded by

shilpaskale
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 58

TEAMCENTER

Administration of
Smart Discovery for
Structures
Teamcenter 14.3
Unpublished work. © 2023 Siemens

This Documentation contains trade secrets or otherwise confidential information owned by Siemens Industry Software Inc. or
its affiliates (collectively, “Siemens”), or its licensors. Access to and use of this Documentation is strictly limited as set forth in
Customer’s applicable agreement(s) with Siemens. This Documentation may not be copied, distributed, or otherwise disclosed
by Customer without the express written permission of Siemens, and may not be used in any way not expressly authorized by
Siemens.

This Documentation is for information and instruction purposes. Siemens reserves the right to make changes in specifications
and other information contained in this Documentation without prior notice, and the reader should, in all cases, consult
Siemens to determine whether any changes have been made.
No representation or other affirmation of fact contained in this Documentation shall be deemed to be a warranty or give rise to
any liability of Siemens whatsoever.
If you have a signed license agreement with Siemens for the product with which this Documentation will be used, your use of
this Documentation is subject to the scope of license and the software protection and security provisions of that agreement.
If you do not have such a signed license agreement, your use is subject to the Siemens Universal Customer Agreement, which
may be viewed at https://www.sw.siemens.com/en-US/sw-terms/base/uca/, as supplemented by the product specific terms
which may be viewed at https://www.sw.siemens.com/en-US/sw-terms/supplements/.
SIEMENS MAKES NO WARRANTY OF ANY KIND WITH REGARD TO THIS DOCUMENTATION INCLUDING, BUT NOT LIMITED
TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT OF
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TO THIS DOCUMENTATION OR THE INFORMATION CONTAINED IN IT, EVEN IF SIEMENS HAS BEEN ADVISED OF THE POSSIBILITY
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TRADEMARKS: The trademarks, logos, and service marks (collectively, "Marks") used herein are the property of Siemens or other
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sublicense from LMI, the exclusive licensee of Linus Torvalds, owner of the mark on a world-wide basis.

About Siemens Digital Industries Software


Siemens Digital Industries Software is a global leader in the growing field of product lifecycle management (PLM),
manufacturing operations management (MOM), and electronic design automation (EDA) software, hardware, and services.
Siemens works with more than 100,000 customers, leading the digitalization of their planning and manufacturing processes. At
Siemens Digital Industries Software, we blur the boundaries between industry domains by integrating the virtual and physical,
hardware and software, design and manufacturing worlds. With the rapid pace of innovation, digitalization is no longer
tomorrow’s idea. We take what the future promises tomorrow and make it real for our customers today. Where today meets
tomorrow. Our culture encourages creativity, welcomes fresh thinking and focuses on growth, so our people, our business, and
our customers can achieve their full potential.

Support Center: support.sw.siemens.com

Send Feedback on Documentation: support.sw.siemens.com/doc_feedback_form


Contents

About Smart Discovery for Structures 1-1

About Smart Discovery Indexing 2-1

Install Smart Discovery Indexing through TEM 3-1

Install Smart Discovery Indexing through Deployment Center 4-1

Tasks to set up Smart Discovery Indexing 5-1

Set up occurrence properties for indexing 6-1

Set up item properties for indexing 7-1

Initialize the global search index 8-1

Set up spatial search by generating bounding boxes and TruShape


files
About bounding boxes and TruShape files ─────────────── 9-1
Process flow to generate bounding boxes and TruShape files ────── 9-1
Set preferences to generate bounding boxes and TruShape files ───── 9-2
Generate Teamcenter bounding boxes and TruShape files for NX datasets
──────────────────────────────── 9-3
Generate Teamcenter bounding boxes and TruShape files for JT datasets ─ 9-5

Set up volume search by creating box zones 10-1

Initialize the Smart Discovery index in Solr 11-1

Set up a recurring task to update the Smart Discovery index 12-1

Create the Smart Discovery index in Teamcenter 13-1

Inspect the status of the indexer or a structure 14-1

Remove deleted occurrences from the Smart Discovery index 15-1

Administration of Smart Discovery for Structures, Teamcenter 14.3 3


© 2023 Siemens
Delete the Smart Discovery index of a product 16-1

Verify if Smart Discovery Indexing is set up correctly 17-1

Troubleshoot Smart Discovery Indexing issues


Troubleshoot issues related to administering Smart Discovery Indexing ─ 18-1
Troubleshoot issues related to Smart Discovery Indexing in Active Workspace
──────────────────────────────── 18-3
Troubleshoot Smart Discovery index error on Teamcenter upgrade ─── 18-7
View the tcserver log file to troubleshoot Smart Discovery Indexing issues
──────────────────────────────── 18-8

4 Administration of Smart Discovery for Structures, Teamcenter 14.3


© 2023 Siemens
1. About Smart Discovery for Structures
With the increase in a product's complexity and variability, the amount of data associated with it is huge.
With Smart Discovery for Structures, you can index product structures by using the Smart Discovery
Indexing functionality so that users can find the correct product definition required to do their work.
Indexing structures makes the search faster, and provides advanced structure filtering and configuration
capabilities.

Example:
To fix a design issue, an engineer wants to work with the engine assembly of a car. When the
car structure is indexed, the engineer can search within the structure to find the engine assembly
without the need to expand the entire structure. The engineer can further filter the search result
to locate all elements that are at a proximity of 10 mm from the engine block.

Users can save an indexed structure within a session, which retains the filters and configurations applied
on it. You can configure a session as per your site requirements. For example, you can choose to load a
session with static data instead of the latest data or you can restrict users from overwriting a session.

A session can be opened in different applications such as NX, CATIA, and Lifecycle Visualization when
these are integrated with Teamcenter.Additionally, the integration with Product Configurator allows
users to configure a structure on which variability is set by using Product Configurator variants in case
they do not wish to use the classic variants for configuring the structure. Ensure that you have set up
these applications.

Where do I go from here?

Business User See Structure Management on Active


Workspace .

Administration of Smart Discovery for Structures, Teamcenter 14.3 1-1


© 2023 Siemens
1. About Smart Discovery for Structures

With Smart Discovery for Structures, you can


filter structures. You can also apply some
additional configurations to structures.
Administrator
I am new to Smart Discovery Indexing. Smart Discovery Indexing is the new method
to index structures. Cacheless search and
Active Content Structure Indexing are the older
methods.
Learn more about Smart Discovery Indexing.
How do I index structures by using Smart Look at the Smart Discovery Indexing process
Discovery Indexing? flow.
I am facing some issues while setting up Smart Refer how to troubleshoot the Smart
Discovery Indexing. Discovery Indexing issues..
How do I know that I have set up Smart You can perform certain verification steps to
Discovery Indexing correctly? ensure that you have set up Smart Discovery
Indexing correctly.
Where can I get a list of preferences that I need There are several sources from which you can
to set for Smart Discovery for Structures? retrieve a list of preferences. You can view the
list in Administration data report, Teamcenter
rich client, Active Workspace, and raw XML file.

1-2 Administration of Smart Discovery for Structures, Teamcenter 14.3


© 2023 Siemens
2. About Smart Discovery Indexing
You index structures for faster search, filtering, and configuration of structures. Users can search for
elements within a structure by entering a keyword, by specifying certain attributes, or by performing a
spatial search.

For any structure, indexes are stored within:

• A global search index used for keyword and attribute search of item revisions.

• A structure index used for finding elements within a structure. Structure indexing can be performed
either by using the existing Active Content Structure Indexing or Cacheless Search functionalities or by
using the new Smart Discovery Indexing functionality.

Note:
The Smart Discovery Indexing functionality provides advanced filtering and configuration
capabilities such as filter by proximity, filter by volume, configure by proximity, and configure
by selection. To use these advanced capabilities, index the structures by using Smart Discovery
Indexing. However, it does not support Massive Model Visualization (MMV). For MMV, you
must continue to index structures by using the existing Active Content Structure Indexing
functionality.
The Teamcenter database may contain a mix of structures indexed using cacheless search and
Smart Discovery Indexing. However, each structure can have only one type of index, cacheless
or smart discovery.

For structures indexed using the Smart Discovery Indexing functionality, the indexes are stored in the
global search index and the Smart Discovery index. The global search index is maintained in the Solr
search engine, while the Smart Discovery index is maintained in both Solr as well as in the Teamcenter
relational database.

Administration of Smart Discovery for Structures, Teamcenter 14.3 2-1


© 2023 Siemens
2. About Smart Discovery Indexing

Database Index Description


Solr Global search index Indexes item revision data such
as attributes and documents.
Relational database and Solr Smart Discovery index Indexes structure related data
such as occurrence attributes
and spatial data.

Both the indexes are used for searching and filtering in the context of a structure.

2-2 Administration of Smart Discovery for Structures, Teamcenter 14.3


© 2023 Siemens
3. Install Smart Discovery Indexing through
TEM
Before you install Smart Discovery Indexing, ensure that you have set up Indexing Engine and Indexer.
Additionally, if your business requires to find content within files, you must set up File Content
Indexing. For detailed information on how to set these up, see Understanding the indexing process
and determining your indexing strategy.

To install Smart Discovery Indexing:

1. Launch the installed (TEM) for the corporate server.

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

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


configuration and click Next.

4. In the Old Configuration panel, select the corporate server configuration and click Next.

5. If Indexing Engine and Indexer are not installed in your Teamcenter setup:

a. In the Feature Maintenance panel, select Add/Remove Features and click Next.

b. In the Features panel, select the following features and click Next.

• Base Install → Active Workspace → Server Extensions → Active Content Structure.

• Base Install → Active Workspace → Indexing Server → Active Workspace Indexing


Engine.

• Base Install → Active Workspace → Indexing Server → Active Workspace Indexer.

c. Enter the required values in the subsequent panels for Indexing Engine and Indexer and click
Next.

6. If Indexing Engine and Indexer are installed in your Teamcenter setup:

In the Feature Maintenance panel, select Update Active Workspace Indexer settings under
Active Workspace Indexer and click Next.

7. In the Active Workspace Indexer Type Selection panel, select the following and click Next:

• Active Workspace Object Data Indexer

Administration of Smart Discovery for Structures, Teamcenter 14.3 3-1


© 2023 Siemens
3. Install Smart Discovery Indexing through TEM

• Smart Discovery Indexer

8. In the Confirmation panel, click Start to being the installation.

After the installation is complete, you can index structures for a faster search and for advanced
structure filtering and configuration capabilities.

3-2 Administration of Smart Discovery for Structures, Teamcenter 14.3


© 2023 Siemens
4. Install Smart Discovery Indexing through
Deployment Center
Before you install Smart Discovery Indexing, ensure that you have set up Indexing Engine and Indexer.
Additionally, if your business requires to find content within files, you must set up File Content
Indexing. For detailed information on how to set these up, see Understanding the indexing process
and determining your indexing strategy.

To install Smart Discovery Indexing:

1. Log on to Deployment Center.

2. In the Applications task, select Teamcenter→Active Workspace→Active Content from the list of
available applications.

3. In the Components task, fill in the required information so that the state of all components
is 100%. For details on filling up information related to Indexing Engine, Indexer,and file
content indexing, see Install Indexing Engine (Solr), Install Indexer (TcFTSIndexer), and Install
asynchronous file content indexing.

4. In the Deploy task, generate the deployment scripts and proceed with the deployment based on
the instructions displayed on the screen.

Administration of Smart Discovery for Structures, Teamcenter 14.3 4-1


© 2023 Siemens
4. Install Smart Discovery Indexing through Deployment Center

4-2 Administration of Smart Discovery for Structures, Teamcenter 14.3


© 2023 Siemens
5. Tasks to set up Smart Discovery Indexing

Administration of Smart Discovery for Structures, Teamcenter 14.3 5-1


© 2023 Siemens
5. Tasks to set up Smart Discovery Indexing

5-2 Administration of Smart Discovery for Structures, Teamcenter 14.3


© 2023 Siemens
6. Set up occurrence properties for
indexing
For users to filter structures by selecting information related to occurrence, you set up properties of the
following for indexing:

• Occurrence notes

• Properties of the PSOccurrence business object.

• Properties of the Fnd0AbstractOccAttrs business object.

To set up occurrence properties for indexing:

1. Launch Business Modeler IDE (BMIDE).

2. Open an existing BMIDE template project or create a new one, for example,
a5occurrenceproperties.

Ensure that aws2 and activeworkspacebom are selected as the dependent templates.

3. Set up required properties for indexing.

Administration of Smart Discovery for Structures, Teamcenter 14.3 6-1


© 2023 Siemens
6. Set up occurrence properties for indexing

• For occurrence notes:

a. Click Extensions > Options > List of Note Types to view the list of available occurrence
notes.

b. Locate the BOMLine business object, and verify that the occurrence note that you want to
index is listed as one of the properties of BOMLine. You will later map these properties with
the Awb0DesignElement business object.

• For PSOccurrence properties:

Go to the Properties tab of PSOccurrence, and verify that the property you want to index is
available here. If is not there, you can add a new Persistent or Compound property.

Note:
You cannot set a property of the type Array for indexing if the Teamcenter version is 13.2
or lower.

The newly added properties are automatically added to BOMLine.

• For Fnd0AbstractOccAttrs properties:

a. Create a child business object under Fnd0AbstractOccAttrs.

b. In the Properties tab of the newly created child business object, create Persistent
properties of the type String, Integer, Double, or Boolean.

The newly added properties are automatically added to BOMLine.

4. Map the BOMLine properties to a subclass of Awb0Element:

a. By default, the subclass Awb0DesignElement is already marked as indexable. To map the


BOMLine properties to a subclass other than Awb0DesignElement, open the subclass, for
example, Awb0PositionedElement, and set the values of the following business object
constants:

Business object constant Value


Awb0BOMToOccurrence BOMLine
Awp0SearchIsIndexed true

b. The following steps show how to map a BOMLine property with Awb0DesignElement. You
may follow the same steps to map a property with other subclass of Awb0Element.

A. In the Properties tab of BOMLine, select the property, and click Map Property.

6-2 Administration of Smart Discovery for Structures, Teamcenter 14.3


© 2023 Siemens
B. In Map To Type, select Awb0DesignElement.

C. Click OK first and then click Finish.

D. Open Awb0DesignElement and in the Property Constants tab, set the following
values:

Property constant Value


Awb0StructureCanFilter true
Awp0SearchIsIndexed true
Awp0SearchFilterPriority Integer
The integer value is used for sorting the
property. The lower the value, the higher
is its precedence and it will be displayed
higher on the item revision filter list on
the Filter panel.

- OR -

Manually add the configured runtime properties of BOMLine for the following as runtime
properties of Awb0DesignElement:

• Occurrence note

• PSOccurrence property

• A property of a subclass of Fnd0AbstractOccAttr

Select each property in Awb0DesignElement, go to its Property Constants tab, and set the
following values:

Property constant Value


Awb0BOMToOccurrence Name of the configured runtime property
of BOMLine for occurrence note,
PSOccurrence property, or property of
subclass of Fnd0AbstractOccAttr.
Awb0StructureCanFilter true
Awp0SearchIsIndexed true

5. To index Typed Reference properties of the PSOccurrence business object, select each property in
Awb0DesignElement, go to its Property Constants tab, and set the following values:

Administration of Smart Discovery for Structures, Teamcenter 14.3 6-3


© 2023 Siemens
6. Set up occurrence properties for indexing

Property constant Value


Awb0BOMToOccurrence Name of the selected Configured Runtime
or Compound property of BOMLine.These
properties can be Typed Reference
properties of PSOccurrence, for example,
bl_occ_occ_type.
Awb0StructureCanFilter true
Awp0SearchPropFromRefType name
Awp0SearchRefTypeNames PSOccurrenceType

You can only include the first-level persistent properties of PSOccurrence that are directly located
under Typed Reference. If a property is flagged for localization, the Filter panel on Active
Workspace will display the data of the master locale even if the user is logged on using a different
locale.

6. Click BMIDE > Save Data Model.

7. Click BMIDE > Generate Software Package.

Make a note of the path in Target folder.

8. Navigate to the folder on your computer where you have installed Teamcenter, and launch TEM.

9. Click Next until you reach the Features panel.

10. Click Browse and navigate to the location of the Target folder that you had noted down earlier.

11. Select the custom template under Extensions, for example, a5occurrenceproperties.

Additionally, select Extensions > Occurrence Attribute Object in the Features panel.

12. Clicking Next until you reach the Confirmation panel and then click Start.

13. Update and merge the schema file.

14. (Optional) Import the properties that you set up for indexing as columns, and merge the columns
with an existing column configuration.

15. Run TC_ROOT/TcFTSIndexer/bin/runTcFTSIndexer -task=discovery:index.

This step can take time depending on the size of the database.

16. Restart all the required services to launch Active Workspace.

6-4 Administration of Smart Discovery for Structures, Teamcenter 14.3


© 2023 Siemens
17. Verify if the indexed properties appear as filters on Active Workspace. For this, open an indexed
structure, click Filter, and verify if the indexed properties are listed as filters. If the properties are
not listed, follow the troubleshooting steps to fix the issue.

18. Search for a structure that is indexed and click Filter . Verify if the newly added runtime property
is displayed on the Filter panel.

At this point, you can choose to set the item revision properties for indexing, if not already set, after
which you can close BMIDE.

Administration of Smart Discovery for Structures, Teamcenter 14.3 6-5


© 2023 Siemens
6. Set up occurrence properties for indexing

6-6 Administration of Smart Discovery for Structures, Teamcenter 14.3


© 2023 Siemens
7. Set up item properties for indexing
The item revision properties that you set up for indexing appear as filters in the Filter panel of global
search and in-context search on Active Workspace. For this, you first set the properties to appear as
filters in the global search Filter panel. Next, set up the item revision properties of the type Persistent
or Compound for indexing so that the properties are listed as filters for in-context search. For a
Compound property, ensure that it is not a dynamic compound property (DCP) and that it does not
contain a Runtime property as its source.

To set up item properties for indexing:

1. In BMIDE, create a new template project, for example, a5occurrenceproperties.

Ensure that aws2 and activeworkspacebom are selected as the dependent templates.

2. Set the properties of item revisions:

a. Locate the WorkspaceObject business object.

b. In the Properties tab, select a property (for example, object_name) and set the value of the:

• Awb0StructureCanFilter property constant to true so that the property is included in the


global search.

• Awp0SearchIsIndexed property constant to true so that the property is displayed on the


Filter panel.

• Awp0SearchFilterPriority property constant to an integer value to sort the property. The


lower the value, the higher is its precedence and it will be displayed higher on the item
revision filter list on the Filter panel.

• Awp0SearchIsStored property constant to true if the property is used for automatically


adding structure elements to partitions. For automatic partition creation, before indexing
an item revision property, index at least one occurrence property.

3. Click BMIDE > Save Data Model.

4. Click BMIDE > Generate Software Package.

Make a note of the path in Target folder.

5. Navigate to the folder on your computer where you have installed Teamcenter, and launch TEM.

6. Click Next until you reach the Features panel.

Administration of Smart Discovery for Structures, Teamcenter 14.3 7-1


© 2023 Siemens
7. Set up item properties for indexing

7. Click Browse and navigate to the location of the Target folder that you had noted down earlier.

8. Select the custom template under Extensions, for example, occnotes.

9. Clicking Next until you reach the Confirmation panel and then click Start.

10. Update and merge the schema file.

11. Restart all the required services to launch Active Workspace.

12. Verify if the indexed properties appear as filters in the Filter panel of global search on Active
Workspace. Additionally, open an indexed structure, and verify if the properties are listed in the
Filter panel of-the context search. If the properties are not listed, follow the troubleshooting
steps to fix the issue.

At this point, you can choose to set the occurrence properties for indexing, if not already set, after
which you can close BMIDE.

7-2 Administration of Smart Discovery for Structures, Teamcenter 14.3


© 2023 Siemens
8. Initialize the global search index
The global search index in Solr is used for keyword and attribute search of elements (item revisions)
within a structure. It contains the properties of item revisions that are required to find and filter
structures. The global search index is also required to set up the creation of the Smart Discovery index.

Initialize the global search index only if it is not already deployed at your site. To set it up, see Indexing
Data and Configuring Search.

Note:
Smart Discovery only supports SolrCloud configuration with a single shard and one or more
replicas.

If you set up any new item revision properties for indexing after initializing the global search index, you
must set up the global search index again and run the indexer.

Administration of Smart Discovery for Structures, Teamcenter 14.3 8-1


© 2023 Siemens
8. Initialize the global search index

8-2 Administration of Smart Discovery for Structures, Teamcenter 14.3


© 2023 Siemens
9. Set up spatial search by generating
bounding boxes and TruShape files
About bounding boxes and TruShape files
Bounding boxes and TruShape (TSO) files are required to perform spatial search within structures.

A bounding box is a box around the geometry of a part (item revision). When a user performs a
proximity search by selecting the part, Teamcenter limits the search result by identifying bounding
boxes of other parts that are within or ones that intersect the bounding box of the selected part.

To make the search result more accurate (relative to the geometric shape of the part), TSO files are
required. A TSO file contains the voxel representation of each part that has geometry. With TSO files,
Teamcenter simplifies the geometry of the intersecting parts into small cubes that provide a simplified
representation of the actual shapes.

If cacheless search is deployed at your site, the process of generating bounding boxes and TSO files
is already set up. If cacheless search is not deployed, you must set up the process of generating
bounding boxes and TSO files.

Process flow to generate bounding boxes and TruShape files


Follow this process to set up bounding boxes and TruShape files if cacheless search is not deployed at
your site.

Administration of Smart Discovery for Structures, Teamcenter 14.3 9-1


© 2023 Siemens
9. Set up spatial search by generating bounding boxes and TruShape files

Set preferences to generate bounding boxes and TruShape files

Process flow to generate Teamcenter bounding boxes and TruShape files for NX datasets

1. Set 2. Upgrade 3. Generate NX 4. Generate TSO 5. Generate


preferences to legacy bounding boxes files for NX Teamcenter
generate transforms to datasets bounding boxes
bounding boxes PLM XML from NX
and TruShape transforms bounding boxes
files

Process flow to generate Teamcenter bounding boxes and TruShape files for JT datasets

1. Set 2. Enable the 3. Generate


preferences to generation of Teamcenter
generate bounding boxes bounding boxes
bounding boxes and TSO files in and TruShape
and TruShape Dispatcher for files for the
files new data existing data

Before generating bounding boxes and TruShape (TSO) files for the structures in the Teamcenter
database, you must set the value of the following preferences to True:

• For NX and JT:

QS_SPATIAL_ENABLED

• For NX:

• QS_NX_RELATION_POST_ACTION_ENABLED

• QS_BBOX_GENERATION_FROM_NX_ENABLED

• For JT:

• QS_TRUSHAPE_GENERATION_ENABLED

• QS_BBOX_GENERATION_ENABLED

For more information on accessing these preferences, see Where can I get a list of preferences? in Active
Workspace Administration.

9-2 Administration of Smart Discovery for Structures, Teamcenter 14.3


© 2023 Siemens
Generate Teamcenter bounding boxes and TruShape files for NX datasets

Generate Teamcenter bounding boxes and TruShape files for NX


datasets

Process flow to generate Teamcenter bounding boxes and


TruShape (TSO) files if the CAD application is NX

1. Set 2. Upgrade 3. Generate NX 4. Generate TSO 5. Generate


preferences to legacy bounding boxes files for NX Teamcenter
generate transforms to datasets bounding boxes
bounding boxes PLM XML from NX
and TSO files transforms bounding boxes

The NX bounding box is stored in Teamcenter in a UGPART-BBOX file, and the TSO data is stored in the
Trueshape-Data file. Both the files are attached to the UGMASTER dataset.

Upgrade legacy transforms to PLM XML transforms

1. Find all legacy transforms by running the qsearch_process_queue utility:

qsearch_process_queue -u=<user_id> -p=<password> -g=<group>


-list_legacy_transforms -outfile=c:\temp\legacytransforms.txt

2. Upgrade the legacy transforms by running the nxmgr_upgrade_transforms utility:

nxmgr_upgrade_transforms -u=<user_id> -p=<password> -g=<group>


-bypass=yes -i=c:\temp\legacytransforms.txt -upgrade_release=yes

3. Ensure that all transforms are upgraded by running the qsearch_process_queue utility again with
the -list_legacy_transforms option.

Generate NX bounding boxes

1. Find all NX datasets that do not have the UGPARTBBOX file by running the
create_or_update_bbox_and_tso utility:

create_or_update_bbox_and_tso -u=<user_id> -p=<password>


-g=<group> -translation_mode=NXBBOXFORM -mode=query
-output_dir=c:\temp\ugpart_bbox

2. Generate the NX bounding boxes by first setting the QSEARCH_update_enabled preference to


False and then running the run_tc_publishing_utility.bat utility:

run_tc_publishing_utility.bat -u=<user_id> -p=<password> -g=dba -i="!


file! -record_pa=yes -log="!file!_refile.txt"

Administration of Smart Discovery for Structures, Teamcenter 14.3 9-3


© 2023 Siemens
9. Set up spatial search by generating bounding boxes and TruShape files

Generate TSO files for NX datasets

1. In NX, click File > Utilities > Custom Defaults.

2. In the Customer Defaults dialog box, click Assemblies > Site Standards, and select True Shape
tab.

3. Set the cell size and cell units, and click Generate Component Shape Representations on Save.

TSO files are generated upon every save. The default cell size in NX is 0.0 mm. A cell size of 3 mm
is recommended for a more accurate spatial search.

4. Generate the TSO files for the existing NX dataset by running the run_tc_publishing_utility.bat
utility:

run_tc_publishing_utility.bat -u=<user_id> -p=<password> -g=dba -i="!


file! -publish_tr=yes -record_pa=yes -log="!file!_refile.txt"

Generate Teamcenter bounding boxes from NX bounding boxes

You can generate bounding boxes for all data in the Teamcenter database. Although this is the
recommended method, it is time-consuming. If you do not wish to wait for all data to be indexed,
you can proceed and generate bounding boxes and TSO files for a specific structure.

Scenario Procedure
Generate bounding To generate bounding boxes, first query the Teamcenter database to find
boxes and TSO files out how many bounding boxes must be processed for the entire database.
for all data Subsequently, create the bounding boxes by using the NX bounding box
data.

create_or_update_bbox_and_tso -u=<user_id>
-p=<password> -g=dba -translation_mode=NXBBOXTOBBOX
-mode=query+process
Generate bounding To generate the bounding box, first query the Teamcenter database to find
boxes and TSO the structure indexed using Smart Discovery Indexing. Subsequently, create
files for a specific the bounding box.
structure
create_or_update_bbox_and_tso -u=<user_id>
-p=<password> -g=dba -translation_mode=NXBBOXTOBBOX
-mode=query+process -product=<product_item_id>

If Mutli-Field Key (MFK) is used to uniquely identify a structure, execute the


create_or_update_bbox_and_tso using the following syntax:

create_or_update_bbox_and_tso -u=<user_id>
-p=<password> -g=dba -translation_mode=NXBBOXTOBBOX

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Generate Teamcenter bounding boxes and TruShape files for JT datasets

Scenario Procedure
-mode=query+process
-product=%#MFK#%,=item_id=<product_item_id>,object_t
ype=<item_or_its_sub_type>

For detailed information about the create_or_update_bbox_and_tso utility and its arguments, run
create_or_update_bbox_and_tso -h on the Teamcenter command prompt.

Generate Teamcenter bounding boxes and TruShape files for JT


datasets

Process flow to generate Teamcenter bounding


boxes and TruShape (TSO) files for JT datasets

1. Set preferences to 2. Enable the generation of 3. Generate Teamcenter


generated bounding boxes bounding boxes and TSO bounding boxes and
and TSO files files in Dispatcher for new TruShape files for the
data existing data

Enable the generation of bounding boxes and TSO files in Dispatcher for new data

If you use CAD applications other than NX, you must enable the generation of bounding boxes and
TSO files in Dispatcher. If Dispatcher is not deployed in your Teamcenter set up, install it along with the
JtToBboxAndTso translator. If Dispatcher is available, update it to include this translator.

The JtToBboxAndTso translator invokes the process to create the bounding boxes and TSO files for
new data that is currently not available in the Teamcenter database. Teamcenter reads the bounding
box information from this index and stores the TSO data in a Trushape-Data file attached to the
DirectModel dataset.

Generate Teamcenter bounding boxes and TSO files for existing data

You can generate bounding boxes and TSO files for all existing data in the Teamcenter database.
Although this is the recommended method, it is time-consuming. If you do not wish to wait for all data
to be indexed, you can proceed and generate bounding boxes and TSO files for a specific structure.

Scenario Procedure
Generate bounding To generate bounding boxes and TSO files, query the Teamcenter database
boxes and TSO files first and then create the files.
for all data
create_or_update_bbox_and_tso -u=<user_id>
-p=<password> -g=dba

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9. Set up spatial search by generating bounding boxes and TruShape files

Scenario Procedure
-translation_mode=JTTOBBOX+JTTOTSO
-mode=query+process
Generate bounding To generate bounding boxes and TSO files for a structure indexed using
boxes and TSO Smart Discovery Indexing, query the Teamcenter database first and then
files for a specific create the files.
structure
create_or_update_bbox_and_tso -u=<user_id>
-p=<password> -g=dba
-translation_mode=JTTOBBOX+JTTOTSO
-mode=query+process -scope=PRODUCT
-product=<product_item_ID>

If Mutli-Field Key (MFK) is used to uniquely identify a structure, execute the


create_or_update_bbox_and_tso using the following syntax:

create_or_update_bbox_and_tso -u=<user_id>
-p=<password> -g=dba
-translation_mode=JTTOBBOX+JTTOTSO
-mode=query+process -scope=PRODUCT
-product=%#MFK#%,=item_id=<product_item_id>,object_t
ype=<item_or_its_sub_type>

For detailed information about the create_or_update_bbox_and_tso utility and its arguments, run
create_or_update_bbox_and_tso -h on the Teamcenter command prompt.

Generating bounding boxes and TSO files for the existing data using the
create_or_update_bbox_and_tso utility is an one-time activity. You need not run this utility for
structures created after Smart Discovery Indexing is set up.

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10. Set up volume search by creating box
zones
You create box zones for a product so that users can perform a volume search within it. Before creating
box zones, you must define zone dimensions. Note down the dimensions as you will use these to create
box zones. If a box zone is already created, you can modify it to change the box coordinates, if needed.

Create box zones

1. Log on to Teamcenter rich client.

2. In Structure Manager, select the topmost node of the product, and click File > New > Item
Element.

3. In the Item Element dialog box, click More and select RDV Box Zone Form Type.

4. Select the Open on Create check box and click OK.

5. In the RDV Box Zone dialog box, click Check-Out and Edit.

6. Enter the base point coordinates and edge vectors. For this, you may refer to the zone dimensions
that you noted down earlier. You must enter data in every box.

7. Click Save and Check-In.

Modify box zones

1. Log on to Teamcenter rich client.

2. In Structure Manager, open the topmost node of the product.

3. Select the RDV Box Zone form and right click Check-In/Out > Check Out.

In the Check-Out dialog box, click Yes.

4. Right click the checked out form and click View Properties.

5. In the Properties dialog box, click All.

If All is not displayed, in General, locate bl_line_object, and continue with the steps below.

6. In the All properties tab, locate ItemRevision/GDE Object, and click the Expand icon , and select
Open.

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10. Set up volume search by creating box zones

7. Edit the base point and edge vector values and click Save and Check-In.

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11. Initialize the Smart Discovery index in
Solr
As the first step of the Smart Discovery Indexing process, you must initialize the Smart Discovery index
in Solr with the Teamcenter data required to perform a search within a structure in Active Workspace.
This is an one-time activity for initializing Solr with data related to all structures. You do not need to
repeat this activity for each structure. However, if you change the schema at any point to add new
occurrence properties for indexing, you must initialize the Smart Discovery index in Solr again.

Before populating the Smart Discovery index in Solr, you can choose which properties of an item
revision or an occurrence must be indexed.

To initialize Solr, execute the runTcFTSIndexer utility:

TC_ROOT/TcFTSIndexer/bin/runTcFTSIndexer -task=discovery:index

Next, set up a recurring task to incrementally update the Smart Discovery index.

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11. Initialize the Smart Discovery index in Solr

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12. Set up a recurring task to update the
Smart Discovery index
Items (structures) and their occurrences are regularly updated. Also, new items are frequently created in
the Teamcenter database. Therefore, you must regularly update the Smart Discovery index in Solr and in
Teamcenter after the index is initially populated. For this, you set up a recurring task that incrementally
updates the Smart Discovery index in Solr and in Teamcenter.

To set up the recurring task, use the runTcFTSIndexer utility.

TC_ROOT/TcFTSIndexer/bin/runTcFTSIndexer -task=discovery:sync
-interval=<time_interval_in_seconds>

Specify the time interval in seconds depending on your environment requirements and the number of
structures to be synchronized.

At this stage, you can validate your enterprise set up before starting the Smart Discovery index creation
process. To validate, you perform a basic test to ensure that TcFTSIndexer and Smart Discovery Indexing
are set up correctly:

TC_ROOT/TcFTSIndexer/bin/runTcFTSIndexer -task=discovery:test

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12. Set up a recurring task to update the Smart Discovery index

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13. Create the Smart Discovery index in
Teamcenter
The Smart Discovery index in Teamcenter stores the structure hierarchy and spatial coordinates for each
element in a structure.

Restrictions and limitations

Currently, an automated process to index all structures present in the Teamcenter database is not
available.

For structures already existing in the Teamcenter database, plan and choose which structures you want
to index based on your site requirements. The selected structures must be the topmost nodes. This is a
one-time activity. The recurring task will keep the indexed structures up to date.

Every time a user creates a new structure, you must determine if it needs to be indexed and manually
index it.

Prerequisites

Before setting up the creation of the Smart Discovery index, ensure that the recurring task to update
the index is running. Additionally, as the process of creating the Smart Discovery index is complex
and takes time, before creating the index, ensure that your enterprise setup meets the following
recommendations:

• Ensure that you have the read access to structures (and their contents) that you want to index.

• Isolate your environment from interactions by business users.

Users working on structures that are being indexed may cause issues or may slow down the indexing
process. Additionally, the troubleshooting process may also get interrupted while you are determining
the cause.

• Schedule the process of creating the Smart Discovery index on non-working days or at off-hours.

It is recommended to do so because the discovery:sync task that updates the Smart Discovery index
at regular time intervals might be running and the Smart Discovery index creation process might
delay the synchronization task.

Also, large structures take several hours to get indexed. Therefore, estimate how long the indexing
process may take. To estimate, index a medium-sized structure and scale the recorded time to your
production setup's structure sizes. Additionally, wait for the Smart Discovery index creation process to
complete.

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13. Create the Smart Discovery index in Teamcenter

• Increase the system and environment resources, server pool sizes, and timeout duration of the
indexing process. Additionally, enable the parallel processing process.

• Ensure that there are minimal connectivity issues in a wide area network environment as the indexing
process is highly communicative and may get interrupted due to network restriction or congestion.

Procedure

1. Perform a basic test to ensure that TcFTSIndexer and Smart Discovery Indexing are set up
correctly:

TC_ROOT/TcFTSIndexer/bin/runTcFTSIndexer -task=discovery:test

2. Create the Smart Discovery index by either running the TcFTSIndexer utility or the
smart_discovery_index utility.

• Create the Smart Discovery index by using the TcFTSIndexer utility

Run the TcFTSIndexer utility for every structure that you want to index. You run this utility on
the machine on which Indexer is deployed.

TC_ROOT/TcFTSIndexer/bin/runTcFTSIndexer -task=discovery:create
-product=<product_item_id>

If Mutli-Field Key (MFK) is used to uniquely identify a structure, execute the runTcFTSIndexer
using the following syntax:

TC_ROOT/TcFTSIndexer/bin/runTcFTSIndexer -task=discovery:create
-productKey="item_id=<product_item_id>,object_type=<item_or_its_sub
_type>"

The time taken to create the Smart Discovery index is dependent on the size of the structure.
Larger structures may take longer time to get indexed. To avoid the time-out during the index
creation process, it is recommended that you use the server manager (pool manager) dedicated
to TcFTSIndexer for executing the indexing process. It is also recommended that you set
QUERY_TIMEOUT to 0 in the serverPool.properties file so that the server connection does not
time out automatically and allows the indexing process to complete.

To check the status of the indexing process, run the following command:

TC_ROOT/TcFTSIndexer/bin/runTcFTSIndexer -status

• Create the Smart Discovery index by using the smart_discovery_index utility

Run the smart_discovery_index utility for every structure that you want to index. You run this
utility on the machine where Teamcenter is deployed.

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smart_discovery_index -u=<user_id> -p=<password> -g=<group>
-create -product=<item_id>

For structures with Mutli-Field Key (MFK):

smart_discovery_index -u=<user_id> -p=<password> -g=<group>


-create
-product=%#MFK#%,=item_id=<product_item_id>,object_type=<item_or_it
s_sub_type>

The structure is now submitted for processing the index creation. If indexed successfully, the
structure is moved to the list of products for which indexes are Available. To verify if the
structure is listed in the Available list, you must inspect the status of the indexing process by
running the following command:

smart_discovery_index -u=<user_id> -p=<password> -g=<group>


-inspect

Note:
Use the smart_discovery_index utility if you are using Active Workspace 6.0 with
Teamcenter 13.2 or later. If you are using Active Workspace 6.0 with a version of
Teamcenter prior to 13.2, use the structure_discovery_index utility instead.

Postrequisites

After you index structures, generate a report to inspect the status of the indexer. In case of any issue,
see Troubleshoot issues related to administering Smart Discovery Indexing.

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13. Create the Smart Discovery index in Teamcenter

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14. Inspect the status of the indexer or a
structure
To validate if index creation process is complete and if structures are indexed successfully by using
Smart Discovery Indexing, you can generate a report and inspect the status of the indexer. To inspect
the status, you can run either the TcFTSIndexer utility or the smart_discovery_index utility.

Inspect the status of the indexer or a structure by using the TcFTSIndexer utility

Run the TcFTSIndexer utility on the machine where Indexer is deployed:

TC_ROOT/TcFTSIndexer/bin/runTcFTSIndexer -task=discovery:admin
-inspect_indexer -depth=<report_level>

Here, the report_level specifies the level to which the inspection routine can go into. The value of
report_level can be 0, 1, or 2. It is recommended that you set the value as 1. If you set the value as 2,
the report may take longer to execute.

The inspection report is available in the TC_ROOT/TcFTSIndexer/logs/report/directory folder. The name of


the report is in the format, inspect_indexer_<yyyy_MM_dd_HH_mm_ss>.txt.

To generate a report to find object that did not get indexed or updated in Solr, run the TcFTSIndexer
utility:

TC_ROOT/TcFTSIndexer/bin/runTcFTSIndexer -task=discovery:admin
-report_failures

This report is also available in the TC_ROOT/TcFTSIndexer/logs/report/directory folder. And, the name of
the report is in the format, occpropreport_<yyyy_MM_dd_HH_mm_ss>.txt.

Inspect the status of the indexer or a structure by using the smart_discovery_index utility

Run the smart_discovery_index utility Teamcenter is deployed:

smart_discovery_index -u=<user_id> -p=<password> -g=<group> -inspect

Note:
Use the smart_discovery_index utility if you are using Active Workspace 6.0 with Teamcenter
13.2 or later. If you are using Active Workspace 6.0 with a version of Teamcenter prior to 13.2, use
the structure_discovery_index utility instead.

The details of the report are displayed in the command prompt. If any issues are listed, you may
troubleshoot to fix them.

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14. Inspect the status of the indexer or a structure

You can update the following preferences to specify various duration and time limits:

Preference Description
QSEARCH_ADMIN_inspect_updater_last_proc Specify the time limit to determine when the
essed_date_age_limit updater is deemed stale with respect to its last
processed date.
QSEARCH_ADMIN_inspect_stale_product_age Specify the time limit to determine when a
structure is deemed stale with respect to its last
updated date.
QSEARCH_ADMIN_inspect_stale_product_age Specify the time limit to determine when a
_delta_updater structure is deemed stale with respect to its last
updated date relative to the last processed date
of the index updater.

You can also inspect the status of a specific structure by using a hierarchical path consisting of item IDs
or unique IDs.

smart_discovery_index -u=<user_id> -p=<password> -g=<group> -inspect


-path="root_ID,child01,child02,target_id"

Example:
To inspect the status of GREEN_SEAT_DC2 in CROSSKART_DC:

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smart_discovery_index -u=<user_id> -p=<password> -g=<group>
-inspect -path="CROSSKART_DC,INTERIOR CK,FR SEAT CK,GREEN_SEAT_DC2"

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14. Inspect the status of the indexer or a structure

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15. Remove deleted occurrences from the
Smart Discovery index
When a user removes an occurrence from a structure, the occurrence continues to appear as a facet
on the Filter panel, by default. This is because the value of the QSEARCH_index_deletion_mode site
preference is set as disabled due to which the occurrence continues to be available in the Smart
Discovery index. If you do not want the deleted occurrences to appear as facets, you must change the
value of this preference to delete. On doing so, any occurrence that the user deletes in the future is
removed from the Smart Discovery index when the index is updated. Occurrences that were deleted
from the structure before you changed the value of the preference to delete are not removed from the
Smart Discovery index.

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15. Remove deleted occurrences from the Smart Discovery index

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16. Delete the Smart Discovery index of a
product
Warning:
Deleting the Smart Discovery index of a product for performance improvements or for fixing issues
must be performed only if absolutely needed as this disables the Smart Discovery Indexing process
for the product, and the product may have to be reindexed. Reindexing may take several days to
complete depending on the size of the product.

To delete the Smart Discovery index, run:

smart_discovery_index -u=<user_id> -p=<password> -delete


-product=<product_id>

Deleting the Smart Discovery index of a product does not modify its structure and the product can be
reindexed.

Tip:
Deleting the Smart Discovery index of a product can improve the search and filtering performance
of the remaining products. Purge legacy data of a product that is frozen, released, or retired.

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16. Delete the Smart Discovery index of a product

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17. Verify if Smart Discovery Indexing is set
up correctly
After performing all tasks of Smart Discovery Indexing set up process, perform the following tasks to
verify in the indexing is set up correctly.

Note:
Use the smart_discovery_index utility if you are using Active Workspace 6.0 with Teamcenter
13.2 or later. If you are using Active Workspace 6.0 with a version of Teamcenter prior to 13.2, use
the structure_discovery_index utility instead.

Task Action
Run Active Workspace In Services, check if the status is Running. Else, start the service.
indexing service
Run TcFTSIndexer Start TcFTSIndexer as a service:

TC_ROOT/TcFTSIndexer/bin/runTcFTSIndexer
-service
Enable Smart Discovery TC_ROOT/bin/smart_discovery_index -u=<user_id>
Indexing -p=<password> -g=<group> -enable

This is a one-time activity.


Start object indexing TC_ROOT/TcFTSIndexer/bin/runTcFTSIndexer
-task=objdata:sync
-interval=<time_interval_in_seconds>
Initialize Solr TC_ROOT/TcFTSIndexer/bin/runTcFTSIndexer
-task=discovery:index

This is a one-time activity to populate the Smart Discovery index in


Solr.
Start Smart Discovery TC_ROOT/TcFTSIndexer/bin/runTcFTSIndexer
index synchronization -task=discovery:sync
-interval=<time_interval_in_seconds>

This is a recurring task to regularly update the Smart Discovery


index in Solr and Teamcenter.
Perform a basic test to TC_ROOT/TcFTSIndexer/bin/runTcFTSIndexer
ensure that the global -task=objdata:test
search index is set up
correctly

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17. Verify if Smart Discovery Indexing is set up correctly

Task Action
Perform a basic test to TC_ROOT/TcFTSIndexer/bin/runTcFTSIndexer
ensure that TcFTSIndexer -task=discovery:test
and Smart Discovery
Indexing are set up correctly
Create Smart Discovery TC_ROOT/bin/smart_discovery_index -u=<user_id>
index -p=<password> -g=<group> -create
-product=<product_item_id>

For structures with Mutli-Field Key (MFK):

smart_discovery_index -u=<user_id>
-p=<password> -g=<group> -create
-product=%#MFK#%,=item_id=<product_item_id>,ob
ject_type=<item_or_its_sub_type>
Inspect the Smart Discovery TC_ROOT/bin/smart_discovery_index -u=<user_id>
index creation status -p=<password> -g=<group> -inspect
View how many structures TC_ROOT/bin/smart_discovery_index -u=<user_id>
are indexed -p=<password> -g=<group> -list

The indexed structures (items) are included in the Available list.


View the Smart Discovery In Active Workspace, open the top node of the structure and verify if
indexed structure in Active Filter is displayed.
Workspace
Perform a spatial search in Ensure that you have generated bounding boxes and TruShape
Active Workspace files for structures in order to perform a spatial search.
Perform a volume search in Ensure that you have created RDV box zone forms for products in
Active Workspace order to perform a volume search.

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18. Troubleshoot Smart Discovery Indexing
issues
Troubleshoot issues related to administering Smart Discovery
Indexing
First, verify if Smart Discovery Indexing is set up correctly. If yes, proceed to troubleshooting:

• Issues found while creating the Smart Discovery index.

• Issues found while populating Solr with the Smart Discovery index.

• Issues found while updating the Smart Discovery index at regular time intervals.

Issues found while creating the Smart Discovery index

Issue Fix
The Teamcenter relational database is • Inspect the Smart Discovery index to see if
unavailable. there are any issues reported for the structure
or for a target item.

• Consider deleting the Smart Discovery index


only if needed, and index the structure again.
The smart_discovery_index utility is used • Run smart_discovery_index -h to see
incorrectly or an issue occurs while executing its help on the correct argument usage.
this utility.
• Check the Teamcenter command prompt to
see if there are any errors reported.
The Smart Discovery index creation process is • As large structures can take several days to
not complete. index, periodically inspect if the structure
is still in the indexing process. Wait for the
indexing to be complete.

• Check for suitable system resources.

• Consider deleting the Smart Discovery index


only if needed, and index the structure again.

Additionally, inspect the tcserver log files for issues. Also, restrict the active users to administrators till
the initial Smart Discovery index creation is complete.

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18. Troubleshoot Smart Discovery Indexing issues

Issues found while populating Solr with the Smart Discovery index

Issue Fix
Solr is unavailable. • Restart the indexer (FTSIndexer) and Solr
processes.

• Perform the Solr indexing again.


The query times out. • Increase system resources.

• Increase the timeout period in Solr and of


FTSIndexer.

• Restart the FTSIndexer and Solr processes.

• Perform the Solr indexing again.

Additionally, inspect the FTSIndexer log files for issues.

Issues found while updating the Smart Discovery index at regular time intervals
(FTSIndexer synchronization)

Issue Fix
The Smart Discovery index in Solr is unavailable. • Ensure that the synchronization task is
set up and is executed at the specified
time interval. The structures in which issues
were found while updating the Smart
Discovery index are considered again for
synchronization.
The product path in the Smart Discovery index is • Ensure that the synchronization task is
not updated set up and is executed at the specified
time interval. The structures in which issues
OR
were found while updating the Smart
There is a long work queue. Discovery index are considered again for
synchronization. The Smart Discovery index
in Solr is automatically updated when the
product path is updated in the Teamcenter
relational database.

• Wait for the synchronization task to be


complete. Large structures and a longer
queue take time to be completed. Check
the last-indexed timestamp of a structure.
If the structure was indexed after the last
synchronization happened, the structure may
not be synchronized yet.

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Troubleshoot issues related to Smart Discovery Indexing in Active Workspace

Issue Fix
• Check if the session settings are correct.

• Increase the number of tcserver instances in


the server pool.

• Inspect the tcserver log files for issues.


The synchronization task is not running. • Inspect the Smart Discovery index to see the
last available update.
The synchronization task is stuck. • Wait for large structures to get indexed
completely.

• Delete unused structure indexes.

• Increase the number of tcserver instances in


the server pool.

• Increase the system resources.

• Inspect the TcFTSIndexer and tcserver log


files for issues.
The changes are too large and the • Increase the timeout period.
synchronization task times out.
• Inspect the TcFTSIndexer and tcserver log
files for issues.
The Solr schema is not updated. • Stop the TcFTSIndexer synchronization task,
reindex Solr, and restart the synchronization
task.

Troubleshoot issues related to Smart Discovery Indexing in Active


Workspace
First, verify if Smart Discovery Indexing is set up correctly. If yes, proceed to troubleshooting:

• The indexed properties of an item revision are not displayed as filters in the Filter panel.

• The proximity and volume filter options are not available in the Filter panel.

• The filter icon is not enabled.

• The changes made to an indexed structure are not updated in the Smart Discovery index.

• The indexed occurrence properties are not displayed as filters in the Filter panel.

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18. Troubleshoot Smart Discovery Indexing issues

• Unable to get the expected search results.

The indexed properties of an item revision are not displayed as filters in the Filter panel

Reason Fix
The item revision properties are not set up for Set up the item revisions to appear as filters in
global search indexing. the global search.
The item revision properties are not set up for Set up the item revisions to appear as filters in
Smart Discovery Indexing. the in-context search of an indexed structure.
OR
The item revision properties are not listed in the
AWS_Discovery_FullTextSearch_FacetFilters
preference.

The proximity and volume filter options are not available in the Filter panel

Reason Fix
The structure was indexed using Active Content Index the structures again using Smart
Structure Indexing. Discovery Indexing. Users must then select
a revision rule from the list below the line
separator.
There were problems during indexing. Follow the troubleshooting steps to fix issues
found while creating the Smart Discovery
index and populating Solr with the Smart
Discovery index.
The spatial data is not generated. Generate and verify spatial data for NX and JT
datasets. Wait for the next synchronization to be
complete. Lastly, delete the Smart Discovery
index and index the structure again.
The Smart Discovery index in Solr is not Follow the troubleshooting steps to fix issues
updated. found while updating the Smart Discovery
index at regular time intervals.
The session, which stores the filtered and Check if the session settings are correct.
configured structures, is not configured
correctly.

Additionally, perform the following validations:

• Check the tcserver log files for issues during the creation or import of spatial data.

• Validate the spatial data in a different Active Workspace client.

• Increase system resources and tcserver pool resources, if needed.

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Troubleshoot issues related to Smart Discovery Indexing in Active Workspace

The filter icon is not enabled

Reason Fix
Correct license is not available. Verify if the Context Management User license
is available in your Teamcenter setup.
From Active Workspace 6.0 onwards, you can
check for this license by running the following
utility:

TC_ROOT\TcFTSIndexer\bin\runTcFT
SIndexer.bat
-task=discovery:task
Solr is not set up correctly. • Check the solr.log file at the location where
Solr is setup, for example, TCROOT/Solr.

• Fix Solr issues.


The Smart Discovery index for the product is Follow the troubleshooting steps to fix issues
not created in Solr and Teamcenter relational related to Smart Discovery Indexing.
database.

The changes made to an indexed structure are not updated in the Smart Discovery index

Reason Fix
The FTSIndexer synchronization task is not Follow the troubleshooting steps to fix issues
running. found while updating the Smart Discovery
index at regular time intervals.
OR
The FTSIndexer synchronization task is running
but the changes are not yet updated.
A problem during the initial indexing is causing Follow the troubleshooting steps to fix issues
update issues. found while creating the Smart Discovery
index.
The session is configured incorrectly. Check if the session settings are correct.

Additionally, increase the system resources and tcserver pool resources, if needed.

The indexed occurrence properties are not displayed as filters in the Filter panel

Reason Fix
The Smart Discovery index in Solr is not Follow the troubleshooting steps to fix issues
updated. found while updating the Smart Discovery
index at a regular time intervals.
OR

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18. Troubleshoot Smart Discovery Indexing issues

Reason Fix
The Solr schema is not updated.
An error occurred while updating the Check the associated log files and set up
occurrence property in BMIDE. occurrence properties for indexing again.
OR
The occurrence property type is not supported.
The newly added occurrence property does Create a sample persistent occurrence property
not have any value populated in the target and add a value to it. Wait for the
structure. synchronization to be complete. In case of any
errors, follow the troubleshooting steps to fix
synchronization issues.
The session is configured incorrectly. Check if the session settings are correct.
The occurrence properties are not listed in the Set up the properties to appear as filters in the
AWS_Discovery_FullTextSearch_FacetFilters in-context search for an indexed structure.
preference.

Additionally, increase the system resources and tcserver pool resources, if needed.

Unable to get the expected search results

There can be several reasons for not getting the expected search results or not seeing the search results
that you see in other applications, such as NX and Lifecycle Visualization, in Active Workspace.

Reason Fix
The Smart Discovery index in Solr is not Ensure that your setup meets the
updated. recommendations required to create the
Smart Discovery index.

Follow the troubleshooting steps to fix


issues found while updating the Smart
Discovery index at a regular time
intervals.

Check if the session settings are correct.

Check the TcFTSIndexer log files.


The session is configured incorrectly. Check if the session settings are correct.

Additionally, increase the system resources and tcserver pool resources, if needed.

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Troubleshoot Smart Discovery index error on Teamcenter upgrade

Troubleshoot Smart Discovery index error on Teamcenter upgrade


Troubleshoot Smart Discovery index error while upgrading Teamcenter from 13.x to 14.x

On upgrading Teamcenter from 13.x to 14.x, the Filter icon is not enabled on Active Workspace. To
enable to Filter icon:

1. Stop the discovery:sync task.

2. Navigate to the TcFTSFolder\cache folder and delete the TcFtsIndexerSessiondiscovery.cache file.

3. Run the following utility on Teamcenter command prompt:

runFTSIndexer -task=discovery:index

4. Inspect the discovery log file to check if there are any errors. If there are no errors, run the
following utility:

runFTSIndexer -task=discovery:sync -interval=<time interval>

If there are errors in the discovery log file, follow the instructions to troubleshoot issues related to
Smart Discovery Indexing.

Troubleshoot Smart Discovery index error while upgrading Teamcenter to Active


Workspace 5.2 or later

On upgrading Teamcenter to Active Workspace 5.2 or later, the creation of the Smart Discovery index
fails. This is because in the versions of Active Workspace prior to 5.2, some fields in the Solr schema
are single-valued, which have to be converted to multi-valued during the upgrade process. Due to
this conversion, you must recreate the Smart Discovery index. However, while doing so, you get the
following error message:

cannot change DocValues type from SORTED to SORTED_SET for field

To fix this error, the data directory of ProductScopeCollection must be deleted as follows:

1. Stop the Active Workspace indexing service.

2. Delete the data directory located at TC_ROOT/solr-8.6.3/server/solr/ProductScopeCollection/data.

3. Restart the Active Workspace indexing service.

4. Start the TcFTSIndexer service.

5. Reindex the Smart Discovery data in Solr:

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18. Troubleshoot Smart Discovery Indexing issues

TC_ROOT/TcFTSIndexer/bin/runTcFTSIndexer -task=discovery:index

The reindexing process may take several hours for a large database.

6. Start object indexing:

TC_ROOT/TcFTSIndexer/bin/runTcFTSIndexer -task=objdata:sync
-interval=<time_interval_in_seconds>

7. Start the Smart Discovery index synchronization:

TC_ROOT/TcFTSIndexer/bin/runTcFTSIndexer -task=discovery:sync
-interval=<time_interval_in_seconds>

View the tcserver log file to troubleshoot Smart Discovery Indexing


issues
You can view the tcserver log file to troubleshoot several issues related to administering Smart
Discovery Indexing and using Smart Discovery indexed structures in Active Workspace.

Structures in which issues were found while updating the Smart Discovery index are considered again
for synchronization, and the issues are automatically resolved. However, certain objects in the structure
in which the issues cannot be fixed automatically are quarantined. For example, if the background
update of an index has failed and cannot be resolved automatically, it is placed in quarantine.
Information related to the failure is recorded in the tcserver log file under the quarantine section.

To get a count of the quarantined objects, run:

smart_discovery_index -inspect

To locate the tcserver log file to view the details related to the issues, run:

smart_discovery_index -report_update_failures

In the tcserver log file (for example, syslog.example.syslog), search for quarantine to locate the
quarantined objects and to view the details related to the issues found.

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