Codebeamer setup

This guide outlines the essential steps to configure IQNECT within your Codebeamer system, enabling advanced indexing, semantic search, and analysis capabilities. Follow the instructions below to set up SSO, configure your Codebeamer instance, and install the necessary IQNECT extension for seamless integration.

1. Customer sets up SSO application in their IdP and provides required information to IQNOX. See this topic.
2. Customer provides URL of Codebeamer instance. Even if the instance is behind a firewall, the FQDN is needed.
3. Customer confirms CSP configuration is complete (see PTC Help Center, Content Security Policy section. The url https://app.iqnect.ai         must be whitelisted).
4. Customer ensures that the Networking requirements are fulfilled.
5. Customer provides a list of projects and trackers that should be continuously analyzed.
6. IQNECT Admin creates an IQNECT tenant and system using admin interfaces:

• Set up Tenant Info, add SSO configuration.
• Create system entry, configure its allowed origins. (FQDN of the Codebeamer system)

7. IQNECT Admin hands over the credentials that enable the sync between Codebeamer and IQNECT.
8. Customer updates Codebeamer application configuration with provided instructions (this article).
9. Customer updates all appropriate roles that will use IQNECT to ensure appropriate permissions.
10. IQNECT Admin and Customer complete initial index of system.
11. IQNECT Admin and Customer test the installation.

System configuration

IQNOX provides a custom Codebeamer extension that is used for sending tracker information to IQNECT for indexing used by the Semantic Search feature, as well as exposing data used for the initial data onboarding process. The extension is named iqnect-cb-extension-<VERSION>-<CB_VERSION>-<JDK_VERSION>.jar         where:

• VERSION         is the version of the extension, e.g., 1.0.0        
• JDK_VERSION         is the version of the Java Developer Kit, e.g., jdk17         or jdk21        
• CB_VERSION         is the version of Codebeamer, e.g,. cb2.1         or cb2.2       , etc.

The JAR file must be installed into the WEB-INF/lib        directory of the Codebeamer web application in Tomcat. This will be in a location such as <INSTALL_DIR>/tomcat/webapps/cb/WEB-INF/lib        where INSTALL_DIR         is the top-level directory where Codebeamer is installed.

It is important that any previous version of the extension is removed by deleting the old extension JAR file, which is only needed when upgrading the extension to a newer version. Simply remove any existing iqnect-cb-extension-xxx.jar         and place the new one in the WEB-INF/lib        directory.

After installing or upgrading the extension, the Codebeamer server must be restarted.

As a Codebeamer administrator, navigate to System Administration > Application Configuration        and add or update the iqnox.iqnect         object:

    "iqnox" : {
        "iqnect" : {
            "clientId" : "YOUR_CLIENT_ID",
            "clientSecret" : "YOUR_CLIENT_SECRET",
            "queueMaxSize" : 50,
            "queueMaxWait" : 30000,
            "tokenUrl" : "https://api.iqnect.ai/oauth/token",
            "url" : "https://api.iqnect.ai",
            "uiBootstrapUrl" : "https://app.iqnect.ai/cb/latest/bootstrap.js"
        }
    }

Note that this configuration will load the "latest" version of IQNECT that has been published. If you prefer to control the rollout of new IQNECT versions, see the section below.

Selecting the version IQNECT to load

In the same Application Configuration file, a specific frontend version can be specified through the uiBootstrapUrl      property, for example:

  "uiBootstrapUrl" : "https://app.iqnect.ai/cb/latest/bootstrap.js",

The following table describes the options available when specifying the version to be loaded. Note that the versions specified are just examples and may not represent the latest released versions at the present time.

Additionally, as IQNECT leverages the Codebeamer REST API, the following configuration also needs to be added:

 "apiThrottling" : {
        "urlPatterns" : "/rest/**, /api/**",
        "bandwidthConfigs" : [
            {
                "capacity" : 100,
                "timeUnit" : "SECOND"
            }
        ]
    },

Appropriate Codebeamer User Group Permissions

Each user who will use IQNECT must be a member of a user group that has the Rest /Remote API - Access permission.

For most users, the Regular User group permissions should be updated.