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Opcenter™ Execution Core
Change Management User Guide
Release 8 A.1

Notices
© Siemens 2019
This documentation and all materials related to the software are confidential and proprietary to Siemens
Product Lifecycle Management Software Inc. The contents of this document are copyrighted and cannot be
reproduced in any form without the written permission of Siemens Product Lifecycle Management Software
Inc. The information contained in this document is subject to change without notice. Siemens Product
Lifecycle Management Software Inc. disclaims all liability for any consequence arising from the use of this
material.
EXCEPT AS EXPRESSLY PROVIDED IN YOUR LICENSE AGREEMENT, SIEMENS PRODUCT LIFECYCLE
MANAGEMENT SOFTWARE INC. MAKES NO WARRANTIES, EXPRESSED OR IMPLIED, OF MERCHANTABILITY
OR FITNESS FOR A PARTICULAR PURPOSE REGARDING LICENSED PROGRAMS, RELATED DOCUMENTATION,
OR MARKETING MATERIALS.
A list of relevant Siemens trademarks can be found here. Other trademarks belong to their respective owners.
Document History
Change Management User Guide
August 2019
Printed in the U.S.

Release 8 A.1 Change Management User Guide iii
Contents
About This Guide xiii
Description xiii
Audience xiii
Conventions Used xiii
For Code Samples xiii
For Specific Information Types xiv
How This Guide Is Organized xiv
Related Publications xv
Contacting Technical Support xv
Security Information xv
Summary of Technical Changes xvi
Chapter 1: Change Management Overview 1-1
Introduction 1-1
Configuring Change Management 1-2
Understanding Change Management Package Permissions 1-3
Page Permissions 1-3
Transaction Permissions 1-3
Allowable Transaction Permissions 1-4
Default Allowable Transaction Roles 1-4
Workflow Permissions 1-6
Permissions Example 1-7
Understanding the Default Change Management Workflows 1-9
Understanding Roles and Change Management Specs 1-9
Understanding Change Package Modeling Locking and Change Management Specs 1-9
When Using a Default Change Management Workflow 1-10
No Approval Workflow 1-10
Camstar and PLM Workflows 1-11
Understanding Change Control Enforcement 1-13

Contents
iv Change Management User Guide Release 8 A.1
When Setting Up Change Control Enforcement 1-13
Change Control Enforcement Examples 1-13
Understanding Approval Notifications 1-15
Configuring Approval Notifications 1-15
Sending Approval E-Mail Notifications 1-16
Understanding Content Collaboration 1-18
Configuring Content Collaboration in Modeling 1-18
Setting Up Content Collaboration 1-19
How the Content Collaboration Process Works 1-21
Sending Collaboration E-Mail Notifications 1-22
Package Information 1-23
When Viewing Core Attributes for a Package 1-23
Core Attribute Field and Icon Definitions 1-23
Package Status 1-24
Package Status Icon Pop-up 1-25
When Using Flyout Menus 1-25
Package Information Icon Definitions 1-25
Content Flyout Menu Icon Definitions 1-26
History Flyout Menu Icon Definition 1-27
Viewing Documents 1-28
When Viewing Documents 1-28
Document Set 1-28
How to View Documents 1-28
Attaching Documents 1-30
When Attaching a Document to a Package 1-30
Attach Document Pop-Up 1-30
Attach Document Pop-up Field Definitions 1-31
Attach Document Pop-up Button Definitions 1-31
How to Attach a Document 1-31

Contents
Package Delivery Service 1-33
Package Delivery Service Overview 1-33
Chapter 2: Managing Packages 2-1
Introduction 2-1
Creating a Package 2-2
Before Creating a Package 2-2
When Creating a Package 2-2
Create Package Page 2-4
Create Package Page Field Definitions 2-4
Package Search Pop-up 2-7
Package Search Pop-up Field Definitions 2-7
How to Create a Package 2-8
Searching for a Package 2-10
When Searching for a Package Using Employee Assignment Criteria 2-10
When Searching for a Package Using General Criteria 2-11
Executing a Search 2-11
Clearing Search Filters and Results 2-12
Using the Transaction Buttons 2-12
Package Search Page with Employee Assignment Search Tab 2-13
Package Search Page with General Search Tab 2-13
Package Search Page Field Definitions 2-14
Package Search Page Button Definitions 2-17
Target Systems Pop-up 2-18
Target Systems Pop-up Field Definitions 2-18
Deployment Details Pop-up 2-19
Deployment Details Pop-up Field Definitions 2-19
How to Search for a Package Using Employee Assignment Criteria 2-20
How to Search for a Package Using General Criteria 2-20
How to View Target System Information for a Selected Package 2-21
Release 8 A.1 Change Management User Guide v
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