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Enable AI-powered discovery across Codebeamer with semantic understanding, configurable indexing, and enterprise-ready infrastructure.Key HighlightsIndexing Service AI-Ready Data Foundation: Introduces a configurable vector embedding database that creates a semantic data layer for Codebeamer AI. Selective Indexing Controls: Choose which projects, trackers, and fields are indexed, and optionally include Wiki pages and Review Hub comments to align with organizational needs. Administrative Control: Monitor indexing operations and manage indexing activities with dedicated administration Semantic Search Beyond Keyword Matching: Understands user intent using semantic similarity to find relevant content even when exact keywords are not present. Rich Search Experience: Supports global and project-level search with relevance scoring, previews, navigation, and traceability information. Comprehensive Coverage: Searches across trackers, wiki content, and reviews from a single experience. Fas
Codebeamer 3.3 delivers a major step forward in engineering collaboration, product line development, digital thread connectivity, and AI-powered productivity—powered by Codebeamer AI 1.2. With new semantic search capabilities, enhanced configuration management, expanded integration options, and improvements to platform performance and administration, this release helps engineering teams work more efficiently, improve traceability across the lifecycle, and manage product complexity at scale.Key HighlightsCodebeamer AI 1.2 – Find the right information fasterDesigned to make engineering knowledge easier to discover and use.GPT 5.4 support for both PTC-hosted and customer-hosted deployments. New Search Assistant for natural language, intent-based search. AI Indexing to enable semantic search across project content. Dedicated administration, configuration, and monitoring capabilities for indexing services.Configuration Management – Simplify reuse and change managementEnhancements focused on
Hi Codebeamer Community,We are hosting a new series called the Codebeamer Exchange, which is a recurring, virtual forum designed to bring Codebeamer customers and PTC Product SMEs together.Our goal is to foster interactive and educational discussion between PTC experts and Customers to share real‑world solutions, practical guidance, and lessons learned. By Attending You’ll:Learn more about the Codebeamer capabilities and roadmap Learn from PTC subject matter experts and other customers Pick up actionable tips you can apply right away Connect with other Codebeamer users adopting similar capabilitiesHow to Join the Series Distribution:Please sign-up for our series through this registration page Codebeamer Exchange: Bringing customers together with PTC experts for real-world solutions | PTC. Once submitted, your registration will be confirmed via email, and you will be included in the series' distribution list.How to Receive Invites:In the weeks leading up to future events, you will rece
Hi community,I am aware of the different behavior of links between different types of tracker (shared/branched) with regard to streams. But I was just wondering aboutWhat are criteria to configure a tracker as “branched”? What are criteria to configure a tracker as “shared”? In which use cases should links be placed upstream from the shared tracker to the branched tracker? (shared tracker → branched tracker)? In which use cases should links be placed upstream from the branched tracker to the shared tracker (branched tracker → shared tracker)?I’m thinking about trackers of type releases, user stories, change requests, bugs, test configuration, test set, test runs...Does anyone have clear answers?BR,Markus
客户一直使用21.09 SP6 & MySQL8.0 & license 21.09.0-21109.x版本,现在永久想升级到最新3.3版本,请问升级路线是怎样的(21.09 SP6→21.09 SP14→22.04 SP7→22.10 SP11→2.1.0.9→2.2.1.5 & PostgreSQ→3.2.0.2→3.3.0.0,这个路径哪些版本可以省略),那些版本必须经历,升级后license类型仍是永久的不改变
I am using CodebeamerX Release 4.2 and Datecode4.2 We have configured the OpenID Configuration using Microsoft Entra authentication provider. After the configuration is done we tried to hit the below API with our instance URL to check whether the generated access token from the client id, client secret and the token uri is valid or not. API - http://10.13.27.208:8080/cb/api/v3/users/findByName?name=AutomationSyncUser Response received was Not authenticated. So is there any other options or any missing configuration to be done additionally in CodbeamerX configuration to make the Access token usable. Here are the errors that I faced Response recieved { "message": "Not authenticated", "resourceUri": "/cb/api/v3/users/findByName" }
I’m having issues with the permissions required to run a test case. I tried different configurations but for now only admin can run a test case. When the run is initiated, then a tester can finish the test run. Regular uses don’t have the menu to run a test case into the test run tracker. Is there something specific in the permissions that need to be enabled?
Currently, in Review Hub, reviewers can approve, reject, or comment on review items. These events trigger notifications for reviewers and moderators when the last checkbox is selected. However, there is no separate action for individual reviewer to explicitly mark their review as completed and send a notification such as "Review completed by XYZ" to the moderators/author.
We would need the possibility to choose on tracker field level which field should be visible when the user hovers the mouse over the item’s icon. Now only Description is shown.This change would significantly increase the user experience as reviews would be possible to be conducted much faster. Right now, extra window needs to be opened which results in time being lost.
Hello,I would like to connect from an existing GitLab repository to Codebeamer on AWS EC2, by following the user guide below.https://support.ptc.com/help/codebeamer/r3.0/en/index.html#page/codebeamer/user_guide/3826291.htmlHowever, the following error appears on the GitLab screen. Does this mean I need to register the SCM repository on the Codebeamer project page, before trying to connect the webhook?Hook executed successfully but returned HTTP 401 {“message”:“Not authenticated”,‘resourceUri’:“/cb/rest/scm/gitlab/14/”}However, according to the following archive,it can be read that GitLab only supports connection via webhooks from GitLab to CodeBeamer, in my understanding.https://community.ptc.com/codebeamer-445/linking-an-existing-git-repo-not-working-due-to-ssl-problem-159752?tid=159752&fid=445My version: codebeamer 3.0 best regards,
Description:We would like to explore the possibility of integrating Microsoft Copilot with CodeBeamer to enable seamless access to data stored within the application.Currently, users need to manually navigate through CodeBeamer to access requirements, test cases, work items, tasks, defects, and related project information. The proposed enhancement is to allow Copilot to read and retrieve relevant data directly from CodeBeamer, enabling users to interact with the system using natural language queries.Expected Capabilities:Allow Copilot to connect securely to CodeBeamer and access authorized data. Enable users to query requirements, test cases, defects, work items, releases, and other artifacts using conversational prompts. Facilitate quick retrieval of information without manually searching within CodeBeamer. Provide summarized views of requirements, test coverage, defect status, and project progress. Support generation of reports and insights based on CodeBeamer data. Respect existing
In Table View, narrow columns will cut off summaries and reference fields. Can they wrap so the full cell contents is viewable?
User should not be able to edit comment box after Item is approved.
Currently in Codebeamer version 3.2.0.1.1, Review Hub information is available, but there is no dedicated filter in either Trackers or Reports to access and filter items based on their Review Hub status. The existing filters do not provide the ability to distinguish requirements according to their review outcome. Currently, through reports we have only the below filtersThis enhancement requests the introduction of a new filter field in both Trackers and Reports that allows users to filter requirements by the following Review Hub statuses:Approved Rejected Not ReviewedThe enhancement should enable users to quickly identify and report on requirements according to their review state without requiring manual review or additional data processing.Business NeedProject teams frequently need to track review progress, identify pending reviews, and generate status reports based on review outcomes. Without a dedicated Review Hub status filter, users must manually inspect requirements or create wor
We are using Codebeamer SaaS for our organization and would like to restrict Codebeamer access to authorized company systems only. provide the recommended configuration and settings for achieving this requirement in our Codebeamer SaaS environment?
To create lower level justification we would like tofilter item in the upper level tracker select and send those item to a lower level tracker Add a reference link between lower and upper itemthe 2 trackers being already configured with a reference linkI manage to complete step one and to with the copy to function, but did not find a way to make the reference link, there is only an association link proposed
Some trackers are classified as “Work Item” (e.g. Requirement, Test Run, Issue, Epic, User Story), some as “Configuration Item” (e.g. Test Case, Test Set, Release, Configuration Items).Is there a description what is meant with “Work Item” and what with “Configuration Item”? What is technically the difference between a “Work Item” and “Configuration Item”? How do I know if a tracker type is “Work Item” or “Configuration Item”? Why belongs the tracker type “Requirement” to “Work Item” and not to “Configuration Item”?BR,Markus
I’m trying to work out a way of displaying information relating to the time spent between states in a work item, eg how long it was in Status A before it went to Status B…. I’m guessing a computed field would work per item, but ideally I’m looking for a report that would give an average across a tracker eg, the average time for work items to go from State A to State B. I’m sure someone must have done something similar to this so putting it out there for suggestions… Any assistance appreciated!
I have an edge case where I need to impersonate another user in a workflow transition. The documentation refers to the executeAs feature (https://support.ptc.com/help/codebeamer/r3.3/en/#page/codebeamer/user_guide/ug_workflow_actions.html#wwID0ETBO1) and I have configured that in the application configuration and I even restarted the server but I don’t see that option showing up as an action or option. Where is this supposed to appear when configuring the workflow?
I am using Codebeamer Release 3.1 and Datecode3.1.0.0 We have a performance problem in a specific project due to high numbers of link between items with another project and a little complexity for computed fields. This cause the error 504 Gateway timeout and it becomes impossible to edit/create items. We already have increased the time to reach timeout up to 300 seconds. We would like to reduce the loading time of the items, not increasing more time. It's a blocking point and we must improve the performance as soon as possible. Here are the errors that I faced HTTP Error 504: Gateway Timeout
Hello! I have a question regarding exporting information from the .supervisors type field.When using a template, I'm using this field syntax: <<item.supervisors» Of course it’s working, but it’s exporting the username (like X3Z5S3) instead of real name (like John Smith) as it is in codebeamer item view.Is there any way to convert the way how the template handle this situation? Thank you
I try to create new git repository for my project. what is meant load dump file-git bundle?
I am using Codebeamer Release 3.3 and Datecode3.3.0.0 I'm installing Codebeamer on a virtual machine and I'm having trouble with the license: in the wizard I'm asked to create a new account at https://codebeamer.com/cb - which does not work because the only thing I can do here is log in. So I tried to use my ptc partner user and it does not work either. Has anyone had issues like this? Thank you!
I am using Codebeamer Release 20.11-SP5. I need a link to download 20.11-SP6 for my upgrade-path to version 3.3
Hi All,I am trying understand on how to enable SSO between Codebeamer and Windchill for OSLC-DPT integration. Consider I am having PingFederate as CAS, SAML/OIDC with ThingWorx Flow as the middleware for enabling this integration. With this given scenario, how do I enable SSO. Referred the PTC docs and certain articles but I am still finding it a challenge in understanding and implementing this solution. Kindly share your thoughts.Thanks in Advance.Regards,Askar
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