Managing Collaboration Links

Once OSLC Connect for Windchill is installed and configured, you will be able to create Collaboration Links. These links relate the Windchill artifact with ALM applications artifacts, notably CLM Application artifacts. The relationship type is set by the Collaboration Link type and the available ones depend on the remote artifacts types wanting to link.

All Collaboration Link types allow linking artifacts to remote existing artifacts, but only some of them allow the creation of remote artifacts while linking. Processes are basically the same, so both are described next:

  1. Locate and click the Plus button in the Collaboration Links tab.
  2. select the Link Type you want to create [1], [2], [3].
  3. The Project combo will be displayed with the available remote projects to select [2], [3].
  4. As soon as you select the project, a pop-up window will appear [4]. If you hadn't previously started a CLM Application session in the same browser, the new window will show you the CLM Application login page and you must continue with this step, otherwise please go to the next one [5]. The login page is here to complete the user authentication process, please provide valid user credentials, it is not necessary that such user has an admin role [5].
  5. What happens after the user authentication process (or if you had already started a session in other browser's tab) depends on whether Windchill consumer was configured as trusted or not on the CLM Application. If it was configured as trusted, the only thing you need to do is to ignore a blank page that will be displayed for a few milliseconds, and then you can go to the next step; otherwise, you will see the Authorize Application page which is the last confirmation to allow Windchill accessing the CLM Application information on behalf of the user you used to login [6]. Authorize the access and then close the pop-up window when indicated if it is not closed automatically.
  6. Back on the Link dialog, two new radio buttons may exist [7], [8]:Choose the radio button that better fits your needs [3] so the combo next to it got enabled and filled with available remote artifact types to create the link to.
  7. Change the remote artifact type from the enabled combo if required [9].
  8. Click either on the Select artifact or the Fill form button depending on your radio button selection.
  9. A new dialog will be displayed with the CLM Application content to allow you either select or create an artifact to link to [10], [11]. Complete the remote form for the selection or creation and confirm this action by pressing the OK button.

If everything went as planned, the dialog will be closed and you will see the new link created on the Collaboration Links table. If, on the other hand, you see the CRRWC01015 Unable to save/delete Link in database message, please contact your administrator in order to check the communication with the CLM Application, or any other issue before continuing. At this point, the safest is to click on the Cancel button and wait for a resolution.

There is no way to update a Collaboration Link, if you chose the wrong artifact, you will have to remove the Collaboration Link and then create it again correctly. To remove a Collaboration Link:

  1. In the Collaboration Links table, choose the specific link you want to remove.
  2. Click on the Minus button above the table [12].

If everything went ok, the link is removed from the system and it will no longer appear in the Collaboration Links table. If, on the other hand, you see the CRRWC01015 Unable to save/delete Link in database message, please contact your administrator in order to check the communication with the CLM Application, or any other issue before continuing. At this point, the safest is to click on the Cancel button and wait for a resolution.

Global Configurations Compatibility

Collaboration Links cannot be created if the CLM Application has Configuration Management enabled and the Windchill Artifact has not been configured to be compatible with Global Configurations (you will get an error during the step 8 in the above procedure). In order to be compatible, Windchill part administrator needs to associate the same GC to the Windchill artifact, see Add a Global Configuration Association to a Windchill Part.

Finally, you must know you that you can not use CLM remote projects with Configuration Management NOT enabled when Windchill artifact has been associated to a GC. In this case, the dialog will display that The selected remote project is not configuration enabled and you can just press cancel to exit the dialog.