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Aras Innovator Platform
Aras Innovator Platform
Release Notes
Upgrading from Previous Releases
Upgrading to Aras Innovator 30
Key Enhancements
Rule Configuration for Responsive Forms
Search Grid Previews
Fixed Issues and Known Issues
Fixed Issues in Aras Innovator 30
Known Issues in Aras Innovator 30
Hotfix 076394.22
Prerequisites
Checking for Eligibility
Required Tools and Materials
Applying Hotfix-076394.22
Notification and Backup
Applying the Hotfix
Automated Installation Option
Manual Installation Option
DevOps (SaaS) Installation option
Confirming the Installation
Post-installation Configuration and Known Impacts
Forwarded Headers (Reverse Proxy and Kubernetes Deployments)
Custom Code, Methods and Plugins
Aras Applications with Server-Side Plugins
AML Security Settings
Document Conventions
Overview
AML Analysis
Suppression Examples
Attribute Examples
Specificity of Suppressions and Multiple Suppressions
Disabling Item Analysis Globally
Appendix A – Allowed SQL
Allowed SQL Tokens
Allowed SQL Functions
Administrator Guide
Document Conventions
Overview
Configuring Identities
Understanding Change Management Roles
Change Management Identities
Change Management Teams
System-Defined Identities
Effectivity Management Identity
Configuring Permissions
Design Permissions
Change Management Permissions
Effectivity Access Control
Sourcing Permissions
Configuring Item Number Sequences
Configuring Change Management
Configuring Change Management TOC Access
Setting up a Default Change Management Item
Configuring Effectivity Management
Overview of the Effectivity Services Data Model
Overview of Effectivity Services, TGV, and QD Interactions
Managing Effectivity Variables
Managing Model Items for the Model Effectivity Variable
Managing Effectivity Scopes
Understanding Query Definitions for Effectivity Resolution
Understanding TGV Definition for Effectivity Resolution
Controlling the Visibility of Effectivity
Configuring Logic to Evaluate Effectivity Expressions for Effectivity Resolution
Customizing Effectivity String Notations
Configuring BOM Reports
Understanding BOM Report Implementation
Setting the Number of Rows in BOM Reports
Appendix
Aras.Server.Core.Configurator.IStringNotationConverter Interface Definition
Examples of Custom Effectivity String Notation
Examples of Custom BOM Reports
User’s Guide
Document Conventions
Application Overview
User Interface (UI) Overview
Navigation Panel
Search Page
Item View
Item Claiming
Permissions
Viewing Permissions
Understanding Permissions
Defining Private Permissions
Versioning and Promoting
Item Revisions and Versions
Item History
Manual Promotion and Revise
Parts
Creating a Part
Part Relationships
Part Life Cycle
Part Deletion
Bill of Materials
Part BOM Relationships
BOM Structures
Setting up a BOM
Editing a BOM
Editing Parts within a BOM
Instances
Alternates
Substitutes
Applying Structure Resolution Modes
Effectivity Management
Design Goals
BOM Reports
Comparing BOMs
Finding Where a Part is Used
Sorting BOM Structures
Sourcing Items
Creating a Manufacturer
Creating a Manufacturer Part
Creating a Vendor
Life Cycle of Sourcing Items
Promoting Sourcing Items
Approved Vendors Report
Approved Manufacturer List (AML)
Finding Where Used and Comparing Sourcing Items
Documents
Documents Life Cycle
Creating a Document
Creating a Document from a Part
Managing Part Documents
Managing Document Files
Deleting Documents
Finding Where Used and Comparing Documents
CAD Documents
Creating a CAD Document
Creating a CAD Document from a Part
CAD Documents Life Cycle
CAD Document Relationships
Hierarchy of CAD Documents
Managing CAD Documents in Parts
Managing CAD Files
Working with CAD Files
Deleting CAD Documents
Finding Where a CAD Document is Used
Comparing CAD Documents
Products
Creating a Product
Adding Models to a Product
Removing Models from a Product
Deleting a Product
Exploring Usage and Comparing Items
Finding Where an Item is Used
Comparing Items
Visual Collaboration for Discussing Items
Searching Comments
Setting up the Discussion Display
Managing Your Comments
Replying to Other’s Comments
Change Management
CMII Change Management
Simplified Change Management
Express Change Management
TDF Administrator Guide
Document Conventions
Overview
Anatomy of a Technical Document
Terms
Document Type Configuration
Overview
Document Schema
Standard XML Schema
CSS Styles
Publishing Technical Documents
Customizing Technical Documents
Content Generation
Overview
Content Generator Example
Content Generator Configuration
Content Generator API
Item Reference Configuration
Overview
Configuration
Document Filters
Creating the Filter List
Appendix
Content Generator API
Configuration Examples
Configuring a Table of Contents
Managing Languages
Attributes Validation Support
File Import API
Client API
TDF User Guide
Document Conventions
Overview
Terms
Features
User Interface
Searching for Text
Replacing Text
Resizing Images
Viewing Documents Side-by-Side
Generating a Table of Contents
Creating Content
Creating Documents
Adding Document Elements
Filters
Groups
Creating and Referencing External Content
Storing and Viewing Content in Separate Languages
Automated Content Generation using Methods
Moving/Copying Content using Drag and Drop
Publishing / Exporting
Exporting a Technical Document
Managing Technical Documents
Change Management
Backup and Recovery
Document Conventions
Backup
Importance of Backup
Types of Backup
Storage Devices
What Needs to be Backed Up
Developing a Backup Plan
Backup and Recovery Strategy
Implementing Backup Procedures
Backing Up a SQL Server Database
Backing Up Vault Storage
Backing Up Program Files
Backing Up Configuration Files
Data Recovery
Recovery Strategy
Recovering Databases
Recovering Vault Storage Files
Recovering Program Files
Recovering Configuration Files
Complete System Recovery
Best Practices
Adhere to a regular and frequent backup schedule
Document your backup and recovery procedures
Automate as many backup tasks as possible
Create and retain backup logs
Keep backups in more than one location
Perform Trial Restorations
Batch Loader
Overview
License Policy
Requesting a feature license
Installing the license
Batch Loader Graphical User Interface
Description of Visual Batch Loader
Loading Simple Item Types
Loading Relationships
Advanced AML Templates
Batch Loader Command Line Tool
Command Line Options
Connection Mapping in the Configuration File
Item Mapping in the Template file
Appendix I: AML Template File Samples
User
Part
Part BOM
Part Goal
Document
Client Settings for Chrome on Mac
Document Conventions
Client Configuration
Installed Software
Required Settings
Note about Aras PDF Viewer
Client Settings for Chrome on Windows
Document Conventions
Client Configuration
Installed Software
Required Settings
Note about Aras PDF Viewer
Client Settings for Edge on Windows
Document Conventions
Client Configuration
Installed Software
Required Settings
Troubleshooting
Note About Aras PDF Viewer
Client Settings for Firefox on Mac
Document Conventions
Client Configuration
Installed Software
Required Settings
Optional Settings
Troubleshooting
My pre-defined language pack and locale are not properly displaying when connected to Aras Innovator
Firefox Allows a Maximum of 20 Pop-ups
Note about Aras PDF Viewer
Client Settings for Firefox on Windows
Document Conventions
Client Configuration
Installed Software
Required Settings
Optional Settings
Troubleshooting
My pre-defined language pack and locale are not properly displaying when connected to Aras Innovator
Firefox Allows a Maximum of 20 Pop-ups
.hwf file not displayed in the viewer
Note about Aras PDF Viewer
Configurable InBasket
Document Conventions
Overview
Filtering Tasks/Assignments
Searching and Filtering Tasks/Assignments
Saved Search
End User Configurability
Claiming and Unclaiming a Task
Completing a Task
Completing Workflow Activity/Task
Configuring InBasket
Viewing Others’ Assignments/Tasks
Creating InBasket Task ItemType
Adding a New Column to the InBasket
Creating an Import Package to add a Column
Managing Language Preferences
Configurable Job Scheduling
Document Conventions
Overview
Configurable Job Scheduling Key Item Types
Permissions
Required Configuration for Scheduled Jobs
Configure Agent Service Pulling Interval Configuration
Configuring Job Scheduling
Scheduled Job
Configure Scheduled Job
Scheduled Job Lifecycle
Scheduled Jobs Processing
Job properties
Configurable Job Scheduling vs Scheduler Service
Configurable User Interface Administrator Guide
Document Conventions
Introduction
Purpose and Scope of This Guide
Target Audience
Guide Organization
Configurable User Interface
Understanding the CUI Data Model
Presentation Configurations
Window Sections
Controls
Command Bar Sections
Command Bar Items
Common CUI Properties
Table of Contents Editor
Purpose of the Table of Contents Editor
Understanding the Editor Interface
Importing and Exporting
Aras Dashboards
Purpose of Aras Dashboards
Understanding Aras Dashboards
Configuring Dashboard Permissions
Examples
Toolbars
Menus
Shortcuts
Table of Contents
Item Views
Item View Sidebar
Headers and Title Bars
Configurator Services Programmers Guide
Document Conventions
Introduction
Terminology
Free-Form Boolean Expression Language
Expression Nodes
Scope Object Model
Scope Object Model Design
Configurator API Method Workflow
Customizing Scope Builder
API Usage
Brief Description of the API
API Methods
Influence of Missing Terms on the API results
Configurator Services Interface
Getting an IConfiguratorServices interface
Interface description
Usage example
Control API
RuleEditor
VariantsTree
Configuring Internationalization
Document Conventions
Overview
Setup
Server Culture Code
Time Zones
Defining the Supported Locales
The User Interface
Multi-Lingual Properties
Date Properties
Locale Neutral Properties
Populating a Language
Manually Managing Language Packs in the Database
Using the Language Pack Management Utility
XML Resources
Updating the Resource.Config.xml
Programming Notes
AML
IOM
Date Related SQL Queries
Global Deployment and Performance
Appendix (Client Settings)
Defining User’s Locale in Browser
Configuring Vault Replication
Document Conventions
Overview
Installation of Aras Agent Service
Creating and Configuring Replicated Vaults
Obtain a Feature License
Install Aras Agent Service
Configure Alternate Vault Installations
Replication Process Configuration
Configuring a User’s Preferred Vault
Setting the Read Vaults Priority for a User
Creating Replication Rules
Adding a Replication Rule
Removing a Replication Rule
Resubmitting Failed Replication Transactions
Automatic Resubmission
Manual Resubmission
Batch Resubmission
Typical Replication Configurations
Replicate All Files to All Vaults
Replicate All Files to a Master Vault
Move All Files of Specific Types to a Specific Vault
Copy Files to Vault(s) When a Document is Released
Copy Files On Demand to a User’s Highest Read Priority Vault Upon First Access
Throttling File Replication Network Traffic
Procedure to setup Bandwidth Throttling for a Website
Verifying the results of Bandwidth Throttling for a Website by Network traffic Monitoring and Logging
Programming Notes
External Program to Run Scheduled Replication
Manual Replication Transactions
File onEvent Method
Document Release Transition onEvent Method
External Program to Submit Files for Replication
Replication Filter Method
Troubleshooting
Replication Transactions Not Being Created
All Immediate/Scheduled/Delayed Replication Transactions Not Starting
Some Immediate/Scheduled/Delayed Replication Transactions Not Starting
All Manual Replication Transactions Not Starting
Some Manual Replication Transactions Not Starting
Some Replication Transactions Not Completing
Content Modeling Framework Guide
Document Conventions
Content Modeling Framework
About CMF
Administration Configurable Options
Business Object ItemType
CMF ItemType
CMF RelationshipType
Content Type
Viewing the Linked ItemType
Exporting CMF Packages
Printing and Exporting CMF Items
Required Installations
Feature License Key
Enabling Printing and Exporting Options
Managing Conversion Rules
Content Modeling Framework (CMF) API
Sample CMF Document Parts Warehouse
Configuring the CMF Document
Conversion Server Setup Guide
Document Conventions
Overview
Server Prerequisites
Installation of Aras Agent Service
Installation of Aras OAuth Server
Microsoft Visual C++ Redistributable Package
Installing a Conversion Server
Welcome page
License Agreement
Prerequisites and Documentation
Aras Innovator Destination Folder
Setup Type
Custom Setup
Configuring OAuth Certificates
Conversion Server Preferences
Begin the Installation
Installation Status
Installation Completed
Configuring the Aras Innovator Server
Configuration Steps
Setting up a Conversion Rule
Appendix
Conversion Data Model
Dashboards User Guide
Introduction
Purpose
Scope
Target Audience
Aras Dashboards Introduction
Aras Dashboards Overview
Dashboard Permissions
Sharing Dashboards using Private Permissions
View Dashboard
Create New Dashboard
Edit Dashboard
Delete Dashboard
Interactive Widgets
Data Synchronization Services Programmer’s Guide
Document Conventions
Terminology
Overview
API Guide
Overview
Data Types
Identities
Item Actions
Server Events
Domain Access Control Guide
Document Conventions
Overview
Relationship Structures as Access Control Domains
DAC Subdomains
Domain Access Control (DAC) vs. RBAC and MAC
DAC Data Model Considerations
Terminology
Creating and Activating a DAC Domain Policy
Prerequisites
Creating a Query Definition
Derived Relationship Families
DAC Definitions
Creating Subdomain Permissions
Creating a DAC Definition
Activating/Deactivating a DAC Definition
Appendix
Creating Teams
Creating Projects
Custom DRF Events Handling
Effectivity Services Programmers Guide
Introduction
What is Effectivity Services?
Terminology
Getting Started
Effectivity Services Data Model Concept Overview
Effectivity Services Process Flow Overview
Process Flow Overview of Effectivity Services with Query Builder and Tree Grid View
Free-Form Boolean Expression Language
Expression Nodes
Effectivity Criteria Expression Format
Scope Object Model
Scope Object Model Design
Customizing Scope Builder
Configuring Effectivity Services
Administrator Actions
Administrator/User Actions
Configuring Effectivity Resolution
Dynamic Tree Grid Control API
Constructor
Public fields
Events
Common objects description
Public methods
Appendix
How-to Example - Setting a default Effectivity Scope in “Effectivity Criteria Filter” dialog
How-to Example - Executing Query Definitions with Effectivity Resolution
Example for Developing Conversion Server Tasks
Document Conventions
Overview
Example Prerequisites
Aras Innovator Conversion Server
Microsoft Visual C++ Redistributable Package
Microsoft Word 2016
Creating the Example Converter DLL
Adding the Main Converter Class
Build and Deploy the DLL
Deploying the Example Converter DLL
Add the Converter to the ConversionServerConfig file
Add the Converter within Aras Innovator
Appendix A
Conversion Data Model
Appendix B
Visual Studio C# Sample Code
Aras Innovator Sample C# Methods
Example for Developing Android Apps
Document Conventions
Overview
Prerequisites
System Requirements
IOM.Android.dll
Creating the Example Android App
Creating the Android App Project
Creating the Android App
Debugging the Example Android App
Deploying the Example Android App
Adding the Android App to the Google Play Store
Sideloading the Android App for Local Enterprise Use
Appendix A
Additional References
Appendix B
Visual Studio C# Sample Code
Example for Developing iOS Apps
Document Conventions
Overview
Prerequisites
Windows Requirements
Macintosh Requirements
IOM.IOS.dll
Creating the Example iOS Mobile App
Creating the iOS Mobile App Project
Creating the iOS Mobile App
Debugging the Example iOS Mobile App
Deploying the Example iOS Mobile App
Deploying the iOS Mobile App to the iTunes App Store
Deploying the iOS Mobile App for Local Enterprise Use
Appendix A
Additional References
Appendix B
Visual Studio C# Sample Code
Extended Classification
Document Conventions
Overview
Creating Extended Properties Using the UI
xProperty Definition
Explicitly Defined xProperties
Creating Extended Classification Trees
xClassification Trees
Extended Permissions
xProperty Value Permissions
Item Classification Permissions
Explicit Permissions
Extended UI Configuration
Displaying xClasses and xProperties on an Item Form
Search Properties, xClasses, and xProperties
xProperties in AML
Using the @set attribute
Explicitly Defining an xProperty on an Item
Resolving Ambiguous Property Names
Assigning an xPropertyDefinition to an ItemType
Using @defined_as to Filter xProperties
Getting Additional xProperty Information
Changing Private Permissions
Querying xProperties across Item Types
xProperty of Data Type Item
Working with the Classification Data Model in AML
Working with classification data in the context of ItemType
SP12 Extended AML Enhancements
Using the “Is Defined/Is Not Defined” Flags
Requesting xProperty Information
Filtering Items by Item Type Name
Filtering Items Using the Condition= In and By Attributes
xClass Search API
Extending the SearchMode base class
Enabling xClass Search for Custom Search Mode
Extending Custom SearchMode to work with xClass Search
File Handling
Document Conventions
Overview
File Permissions
File Handling User Interface
Main Grid
Item Window
Relationship Grid
File History
File API
Item.setFileProperty()
Item.fetchFileProperty()
replaceFile method
JavaScript functions
File Representations
AML API
Representation Characteristics
File UI Security
Graph Navigation Administrator Guide
Document Conventions
Terminology
Overview
Creating Graph Views
Creating an Ad Hoc Graph View Definition
Creating a Query-Based Graph View Definition
Creating a View Card
Creating Node View and Connector View Definitions
Attaching the Open Graph Action to an ItemType
Exporting Graph Views
Appendix
View Card Template
Graph Navigation User Guide
Document Conventions
Overview
Opening a Graph View
Interacting with a Graph View
Graph View Selector
Layout Selector
Center on Context Item
Fit All
Pan and Zoom
Expand and Collapse
Context Menu Options
HTML to PDF Converter Setup Guide
Document Conventions
Overview
Prerequisites
Microsoft Visual C++ Redistributable Package
Feature License Key
Installing the Aras HTML to PDF Converter
Installation Process
Configuring the Conversion Server
Installation Guide
Overview
Getting Started
Prerequisites
Minimum System Requirements
Obtaining a Framework License
Installing Aras Innovator
Client Browser Configuration
Installing Aras Innovator Server
Run the InnovatorSetup.msi File
Logging into Aras Innovator
Configuring Aras Innovator (Optional)
Time Zones
DB Connection
Customizing/Tailoring User Interface
Enabling the Debugging of Methods
Installing the Reporting Service
Configuring Aras Innovator for Single Sign-On
Configuring the Aras Innovator Service
Configuring Custom Installations
Installing Separate OAuth Server
Configuring Alternate Vault Installations
Installing Separate Conversion Servers
Installing the Agent Service
Restarting the IIS Server After Configuration
Send Emails with Microsoft Graph API
Feature License
Requesting a Feature License
Installing the License
Troubleshooting
HTTP Error 500.21 – Internal Server Error on Login
HTTP 401 – Unauthorized Error after Successful Login
HTTP Error 404.0 - Not Found
Main Grid not Painting Columns or Headers
Cookie Error Loading Login Screen
HTTP Error 500.0 - Internal Server Error. Module “AspNetCoreModuleV2" could not be found
The page isn’t redirecting properly
Database Users Configuration
Running Installer Multiple Times
Complete Install the First Time
Modify, Repair, or Remove
Uninstalling Aras Innovator Server
Locating the Uninstaller
Uninstalling
Language Pack Management
Document Conventions
Overview
Populating a Language
Manually Managing Language Packs in the Database
Using the Language Pack Management Utility
XML Resources
Updating the Resource.Config.xml
attribute for Export
Translation Tips
Aras Innovator Login Page
Form Editor Tabs
‘Project Plan’ Relationship for Project Items
‘Project Plan’ Relationship to Project Template
‘Changes’ Relationship to Document and Part
Helpful Translation Tips Using the UI
Appendix A
The Attribute in ExportConfig.xml - Full Sample
Language Settings in Configurable InBasket
Appendix B (Client Settings)
Defining user’s Locale in Browser
Life Cycles
About Life Cycles
Creating a Life Cycle Map
To create a Life Cycle Map
State Property
Creating A Transition
Configuring Email
Creating a Configured email
Using Variables in Email Text
Item Behavior
Behavior When Parent (the Source Item) Is Versioned First
Behavior When Child (the Related Item) Is Versioned First
MAC Policies
Document Conventions
Overview
MAC Policy Concepts
Establishing MAC Policies
Creating a New MAC Policy
Defining Environment Attributes
Derived (Multi-Valued) Attributes
Applying Policy Rules
Exempt Identities
Appendix
Sample Environment Attribute Method
Sample MAC Policy Rule
Microsoft Reporting Services 2012 Guide
Document Conventions
Introduction
Installing Reporting Services
Installation is a component of SQL Server 2012
Configuring Reporting Services
Add Reports Folder
Add Shared Data Source
Add Reporting User and Role
Using Visual Studio for Report Design
Create a New Report Project
Configure Project Properties
Add New Shared Data Source
Creating your First Report
Start a New Report using the Wizard
Select the Data Source
Design the Query
Select the Report Type
Design the Table
Choose the Table Style
Name the Report
Wizard Report Results
Visual Studio Layout
Deploying the Report
Confirm Deployment
Running the Report from within Aras Innovator
Report Server query_string Parameters
Named Parameters
Format Parameter
Zoom
Reports Folder
Report Name
Report Manager
Opening the Report Manager page
Export the RDL
Import the RDL
Select the Shared Data Source
Date Related SQL Queries
Microsoft Reporting Services 2014 Guide
Document Conventions
Introduction
Installing Reporting Services
Installation is a component of SQL Server 2014
Configuring Reporting Services
Installing Reporting Services
Setting Up the Report Folder
Adding Shared Data Source
Adding Reporting Services User and Role
Using Visual Studio for Report Design
Create a New Report Project
Configure Project Properties
Add New Shared Data Source
Creating your First Report
Start a New Report using the Wizard
Select the Data Source
Design the Query
Select the Report Type
Design the Table
Choose the Table Style
Name the Report
Wizard Report Results
Visual Studio Layout
Deploying the Report
Confirm Deployment
Running the Report from within Aras Innovator
Report Server query_string Parameters
Named Parameters
Format Parameter
Zoom
Reports Folder
Report Name
Report Manager
Opening the Report Manager page
Export the RDL
Import the RDL
Select the Shared Data Source
Date Related SQL Queries
Microsoft Reporting Services 2016 Guide
Document Conventions
Introduction
Installing Reporting Services
Installation is a component of SQL Server 2016
Configuring Reporting Services
Installing Reporting Services
Setting Up the Report Folder
Adding a Shared Data Source
Adding Reporting Services User and Role
Using Visual Studio for Report Design
Create a New Report Project
Configure Project Properties
Add New Shared Data Source
Creating your First Report
Start a New Report using the Wizard
Select the Data Source
Design the Query
Select the Report Type
Design the Table
Choose the Table Style
Name the Report
Wizard Report Results
Visual Studio Layout
Deploying the Report
Confirm Deployment
Running the Report from within Aras Innovator
Report Server query_string Parameters
Named Parameters
Format Parameter
Zoom
Reports Folder
Name
Report Manager
Opening the Report Manager page
Export the RDL
Import the RDL
Select the Shared Data Source
Date Related SQL Queries
Microsoft Reporting Services 2019 Guide
Document Conventions
Introduction
Installing Reporting Services
Installation is a component of SQL Server 2019
Configuring Reporting Services
Installing Reporting Services
Setting Up the Report Folder
Adding a Shared Data Source
Adding Reporting Services User and Role
Using Visual Studio for Report Design
Create a New Report Project
Configure Project Properties
Add New Shared Data Source
Creating your First Report
Start a New Report using the Wizard
Select the Data Source
Design the Query
Select the Report Type
Design the Table
Choose the Table Style
Name the Report
Wizard Report Results
Visual Studio Layout
Deploying the Report
Confirm Deployment
Running the Report from within Aras Innovator
Report Server query_string Parameters
Named Parameters
Format Parameter
Zoom
Reports Folder
Report Name
Report Manager
Opening the Report Manager page
Export the RDL
Import the RDL
Select the Shared Data Source
Date Related SQL Queries
Microsoft Reporting Services 2022 Guide
Document Conventions
Introduction
Installing Reporting Services
Installation is a component of SQL Server 2022
Configuring Reporting Services
Installing Reporting Services
Setting Up the Report Folder
Adding a Shared Data Source
Adding Reporting Services User and Role
Using Visual Studio for Report Design
Create a New Report Project
Configure Project Properties
Add New Shared Data Source
Creating your First Report
Start a New Report using the Wizard
Select the Data Source
Design the Query
Select the Report Type
Design the Table
Choose the Table Style
Name the Report
Wizard Report Results
Visual Studio Layout
Deploying the Report
Confirm Deployment
Running the Report from within Aras Innovator
Report Server query_string Parameters
Named Parameters
Format Parameter
Zoom
Reports Folder
Report Name
Report Manager
Opening the Report Manager page
Export the RDL
Import the RDL
Select the Shared Data Source
Date Related SQL Queries
PDF Watermarking Setup Guide
Document Conventions
Overview
Prerequisites
Installing Watermarking
Updating ConversionServerConfig
Required Settings
Importing Sample Setup
Importing Metadata
Loading Data
Testing the Sample
Platform Specifications
Document Conventions
Platforms & Standards
Client Specifications
Aras Innovator Server Specifications
Vault Server Specifications
Database Specifications
Recommendations and Requirements
Database Server
Application Server
Vault Server
Conversion Server
Clients
Network
Backup Equipment
Hardware Configuration
Programmer’s Guide
Document Conventions
Introduction
The Item
The Aras Markup Language (AML)
Methods and the IOM
Aras Innovator Runs on .NET Core
Platform Differences to Consider
Cross-Platform Development
AML
Tag
Tags
Attributes
IOM Reference
IOMCredentials Class
Innovator Class
Item Class
Methods
Item Actions Extend the Item Class
Built in Action Methods
Generic Methods
Server Events
Client Events
CUI Overview
Adding a Button on a Global Scope
Removing a Button from ItemType Scope
Defining an Identity on the Button
Aras Innovator Methodology
Cookbook
Create an Aras Innovator Object
Create an Item Object
Query for an Item
Query and Iterate Over a Set of Items
Query for an Item and Return Its Configuration
Query Using AML to Construct the Query Criteria
Query for the Item Next Promotion States
Query Using Relationships as Search Criteria
Recursive Query on a Related Item
Add an Item Configuration in One Transaction
Add a Named Permission
Set a Private Permission for an Item
Apply a Generic Method
Need to Save Text to a File
Need to Send Email from a Method
Need a Callback for a Relationships Grid Row Event
Need a Callback for a Relationships Grid Cell Event
Show Relationships in a Grid Control on the Form
Want the Identities for the User
Want a Field to Either Be a Sequence or User Entered Value
Want to Vault a File
Want to get an Existing Vaulted File and Save it with a New Document
Need to Reject an Item Promote
How to Handle Multilingual Properties
How to Handle Date Properties
How to Pass Values from onBeforeX to onAfterX Events
How to Reference Custom DLL from Server Method
How to Add Sub Menus to Context Menu in Search Grid
How to Create a Dynamic List
How to Download a File from Aras Innovator to a Client Machine
How to Convert Strings
How to Load an XML File URL
How to Create a List of Nodes
How to Select a Single Node
How to Transform a Node
How to Create a NodeType
How to Get Text Associated with a Node
How to Set Text for a Node
How to Convert an Object into a String
How to Return an Error
How to Use the “Validate” Data Store Event
How to Use the “Change” Data Store Event
How to Use Different Data Types for Federated Properties
Aras Innovator Solution Studio
Features
Debugging
Enabling Debugging in Aras Innovator
Setting up Visual Studio to Debug Server-Side Methods
Debugging Client-side Methods
Setting up the Server-side Logging
External APIs
.NET IOM
COM-Compatible IOM
Aras.IOM NuGet-package
Setting up local NuGet feed
Using CheckinManager
Submitting Images
Submitting Drawings
Async Processing
Publishing Service Setup Guide
Document Conventions
Overview
Prerequisites
Feature License Key
Configuring Aras Conversion Server
Query Builder Guide
Document Conventions
Overview
Developing Query Definitions
Defining a Context Item
Building a Relationship Structure
Adding Search Conditions
Adding/Editing Query Parameters
Executing Queries
Saving Query Results to a Local File
Sample Query with xProperties
Creating a Where Condition
Using Max and Min Aggregate Functions in a Query
Sample Query with Exists() Function
Structure Resolution Parameters
OOTB Example: BOM Structure Resolution
Enabling Structure Resolution in a Query Definition
Package Import Export Utilities
Document Conventions
Overview
Data Model
Using Package Import Export Utilities
AML Packages
Export Tool
Import Tool
Console Upgrade Tool
Package Definition Tool
Creating a Package Definition from the Aras Innovator UI
Scheduler Service
Document Conventions
Overview
Components
Installation and Configuration on Premise
Installation
Configuration
Configuration file example
Event Monitor
Scheduler Service Method Sample
Self-Service Reporting Administrator Guide
Document Conventions
Overview
End user functionality overview
Administrative control
License Policy
Requesting a feature license
Installing the license
Self-Service Report Settings
Editing preferences
Import and Export of Report Definitions
Connection Settings
Self-Service Reporting User Guide
Document Conventions
Overview
Report Components
Creating, Sharing and Saving Reports
Report Designer Overview
Creating a Report
Running Reports
Sample Report Walkthrough
Aras Migration Analyzer User Guide
Document Conventions
Introduction
Purpose and Scope of This Guide
Target Audience
Prerequisite
How to Use the Aras Migration Analyzer
Setup
Running the Method Code Analysis
Understanding the Analysis Results
Troubleshooting
“Cannot find the AMA_UtilityMethod”
“DebugServerMethod operating parameter not specified”
Responsive Forms Administrator Guide
Introduction
Purpose
Scope
Target Audience
Introduction to Responsive Forms
Responsive Forms vs. Aras Classic Forms
Create a Responsive Form for an ItemType
Responsive Form Designer
Design a Responsive Form
Creating Rules for Responsive Forms
Packaging a Responsive Form
RESTful API
Document Conventions
Introduction
Aras Innovator OData Interface
Request Translation
Server methods
Request options
Operations
Aras Innovator specific extensions
Paging
Multilingual strings
Unsupported Features
Response translation
Error response
Vault OData interface
Begin file upload transaction
Upload file chunk
Commit file upload transaction
AML Enhancements in OData
Retrieving extended property values and attributes
Filtering by Extended Property Definition
Filtering Items Extended condition in
Filtering items by an Extended Class or its Descendants
Using OAuth 2.0 Tokens from the Authentication Server
Getting the Access Token
Confirming Token Authentication for Aras Innovator
Tree Grid View Administrator Guide
Document Conventions
Overview
Support for xProperties and PolyItems
Creating Tree Grid Views
Creating a Query Definition
Building the table
Mapping the Data into the Table
Attaching the Tree Grid View to an ItemType
Configuration Examples
The Data Template
Changing Icons
Configuring a Toolbar Button
Configuring a Context Menu
Expanding and Collapsing Tree Grid Rows
Using Display Settings
Show Parameter Mapping
Cancelling a Long Running Query
More About Cell View Types
Update Checks Configuration
Document Conventions
Overview
Disabling Notifications
Code Sample
Upgrading to 30 from Aras Innovator 14+
Document Conventions
Overview
Prerequisites
Checking for Eligibility
Required Tools and Materials
Feature License Key
Upgrade Process
Upgrading Innovator Server
Upgrading Aras Visual Collaboration
Confirming the Patch
User Visibility Policy Administration Guide
Document Conventions
Overview
Users and Identities in Aras Innovator
Creating a User Visibility Policy
Creating User Visibility Rules
Activating the User Visibility Policy
Deactivating the User Visibility Policy
Visual Collaboration Administrator Guide
Document Conventions
Glossary of Terms
Visual Collaboration
Visual Collaboration Installation
Prerequisites
Installing Aras PDF Viewer package
Enabling an ItemType for Secure Social
Discussion Templates
DiscussionTemplate
FeedTemplate
FileSelectorTemplate
DiscussionTemplateView
SecureMessageViewTemplate
Individual DiscussionDefinition
Display and Styling Control
Change the Secure Message Template Style
Set Sidebar Color for ItemType
Configure Form Tooltip Text
Configure File Tooltip Text
Setting Visibility of Sidebar and Discussion Panel
Notifications
Set up of Conversion Server and Agent Service
Enabling Notifications
Setting Polling Interval
Notification Preferences
Notifications in the Aras Web Client
Configuration of Email Notifications
Result of Email Notifications
Message Visibility
ItemType Configuration Options
Identity Selection
Display of Posted Messages
Special Handling for Private Messages
Managing Forums
Force Users to Follow Forums
Set a Forum to Inactive
Delete a Forum
Viewer Configuration
Available Viewers
Converting and Viewing 3D CAD Files
Measurement Units Settings for Viewers
Configuring Viewer Toolbars
Configuring Browsers for Printable View
Configuring the Simulation Viewer
Additional Preference Settings
Appendix A – Standard ItemType Configuration
Part
Document
CAD Document
Express ECO
Appendix B – Notes on Exported AML
Windows Authentication Setup
Document Conventions
Overview
Aras Innovator Windows Authentication Plugin for External Authentication
Administrative Setup
Configuring Single Sign On
Securing built-in Aras Innovator Accounts
Reference Diagrams
Client OAuth Authentication Sequence, Web Server Mode
XSLT Report Tool Users Guide
Document Conventions
Introduction
Running Reports
Report ItemType
Report Tab
Report Query
Stylesheet Query
Stylesheet Tab
Report Tool Tips and Tricks
Query Tips
Stylesheet Tips
AML Schema
Cookbook
User Input for Reporting Services-based Reports
Report Chooser
User Input for XSLT based Reports
Aras Innovator Platform
Windows Authentication Setup
Reference Diagrams
July 3, 2026 05:09 AM
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