Operations Manual

About this Manual

This manual provides comprehensive guidelines and step-by-step instructions for working with HaloCAD solutions (Monitor and Protect). For installation and configuration instructions, refer to the Installation Manual included with the product package.

How does it work?

At a high level, the HaloCAD for Teamcenter workflow comprises the following steps:

HaloCAD for Teamcenter

Step 1: User File Selection (Check-out / Check-in)

1. The user creates a new CAD or Microsoft Office document or opens an existing workspace object from the client.

2. The user performs a check-out (download) or check-in (upload).

Step 2: Request Monitoring and Interception

1. HaloCAD for Teamcenter intercepts every file the user attempts to download, retrieves it from the PLM Vault, and collects its associated metadata.

2. The metadata is sent to HaloENGINE GenNXT, which evaluates the configuration, determines the required action and label, and returns this information to HaloCAD for Teamcenter.

Step 3: Encryption / Decryption

HaloCAD for Teamcenter carries out actions based on the provided action and label:

1. If no valid action exists, the file is downloaded without modification.

2. During check-in, if a valid action with a label is identified, the label is removed, and the decrypted file is stored in PLM Vault.

3. During check-out, if a valid action with a label is identified, the label is applied. Protection is performed based on the configured mode:

   1. File Mode (Path-Based Processing): The file path is sent to the HaloCAD Tomcat Service for direct protection.

   2. Stream Mode (Direct Stream Processing): The file content is sent as a byte stream to the HaloCAD Tomcat Service for protection.

4. If a block rule is configured in HaloENGINE GenNXT, HaloCAD for Teamcenter prevents the file from being downloaded.

Step 4: Processed File Delivery

The encrypted file with the assigned label is delivered to the user through the client application.

Step 5: Monitoring and Audit Log

HaloCAD for Teamcenter records event details and forwards them to the HaloENGINE GenNXT Monitor log file. 

How to Protect and Block a File

Fulfill the Requirements

1. HaloCAD for Teamcenter is installed and configured.

2. HaloCAD Add-on for Designcenter is installed.

3. HaloENGINE GenNXT is installed and configured.

For illustration purposes, this section describes a simple classification profile configuration.

1. Step 1: Create classification schemas based on your business requirements.

   

   Sample classification schema

2. Step 2: Create a classification profile for the Teamcenter client type.

   

   Sample classification profile

3. Step 3: Add classification rules to the profile.

   

   Sample classification rules

Protect a Designcenter File

Follow these steps to download a protected CAD file from the PLM.

Download a Designcenter File

Using Active Workspace (AWC):

1. Open an AWC browser session.

2. Select an assembly or part file.

3. Click Open in NX.

Result:

• A file named openinnx.nxtcxml is downloaded.

• The downloaded file is labeled according to the configuration in HaloENGINE GenNXT.

Download an Office File

1. Open an AWC browser session.

2. Select an Office file.

3. Click Open in Office.

Result:

• A file with the .awoai extension is downloaded.

• Click Download File to download the Word file.

• Open the file and click View Permissions to view the applied permissions as configured in HaloENGINE GenNXT.

Using Rich Application Client (RAC)

1. Open a RAC session.

2. Select a Designcenter or Office file.

3. Download the file using Named References.

4. Click Download.

Result:

• The downloaded file is labeled according to the configuration in HaloENGINE GenNXT.

• The label-based encryption settings are enforced and remain with the file regardless of its storage location.

What to do next

• If you are an authorized user, modify the label and save the file.

• To view audit details, check the export event in the HaloENGINE GenNXT Monitor log.

Block a File Download

Download a file using an AWC browser session or any other supported method.

Result

• The block action rule configured in HaloENGINE GenNXT prevents the file from being downloaded.

• No file is downloaded.

• For additional details, refer to the HaloENGINE GenNXT Monitor log.

Common Scenarios 

This section presents some common scenarios for illustrative purposes and is meant to provide general guidelines.

Open a Protected CAD File

Prerequisite: Ensure that the HaloCAD Add-on is installed before opening a protected file.

1. Double-click the protected file to open it.

2. When you open a labeled file for the first time, the system prompts you to connect to the Microsoft Entra tenant using the Microsoft Sign-In Assistant.

3. Click OK when prompted that the Microsoft Sign-In Assistant has been invoked and the user credentials have been cached.

4. Follow the on-screen instructions to complete the authentication process.

Results

• After successful authentication, the file opens.

• Access to the document may vary depending on the configured policy settings.

• For more information about access behavior, refer to the Operations Manual of the respective add-ons.

Example 1 (Designcenter): Application ID as the Owner of the File

The following figure shows an example of an Application ID that is used to initialize HaloENGINE GenNXT. This Application ID is the default owner of the document. However, a static email or login user can also be an owner of the downloaded file if specified in HaloENGINE GenNXT. Please refer to sections Example 2 and Example 3.

Application ID as the Owner of the File

Example 2 (Designcenter): Static Email as the Owner of the File

The following figure shows an example of an email address configured in HaloENGINE GenNXT. This email address identifies the owner of the exported document.

Static Email as the Owner of the File

Example 3 (Designcenter): Teamcenter Logged-in User as the Owner of the File

The following figure shows an example of a PLM logged-in user who becomes the owner of the document. To achieve this, set the Owner configuration to "user" in the HaloENGINE GenNXT Admin portal. The exported document uses the email address of the currently logged-in user as the owner.

1. Step 1: Configure User in Teamcenter PLM

   1. Log in to Teamcenter as a DBA user.

   2. Open the Organization application.

   3. Click Persons.

   4. From the list, select the user to modify.

   5. Update the required details, such as the email ID (for example, Designer@halosecude.onmicrosoft.com).

   6. Click Modify to save the changes.

2. Step 2: Configure Owner in HaloENGINE GenNXT Admin Portal

   1. Log in to the HaloENGINE GenNXT Admin Portal.

   2. Navigate to Download Rules > Action Rules > Owner Configuration.

   3. Select the User option.

   4. Save the configuration.

3. Step 3: Download a File from Teamcenter

   Download a file from Teamcenter using the required method.

Result: The configured user is applied as the owner based on the defined action rule.

Teamcenter logged-in user’s email - Owner of the file

Example 4: File Upload and Download 

The following example describes the upload and download sequence in Teamcenter PLM integrated with HaloCAD. Although non-Office files (for example, .txt and .pdf) are also supported, this procedure uses an Excel file for illustration.

Upload an Office File

1. Log in to the Rich Client (RAC) session.

2. Go to the Home directory.

3. Create a new item:

   • Navigate to Home > File > New.

   • Select an item under Business Object Type.

   • Enter a name.

   • Click Next, and then click Finish.

4. Select the item revision.

5. Navigate to File > New > Dataset.

6. In the New Dataset dialog box:

   • Select MS ExcelX.

   • Click Import.

   • Select the file to upload. Note: In this example, the file (Bill Of Materials.xlsx) is already protected with the HaloCAD_INTERNAL label.

7. Click Apply.

Results

• The file is uploaded to Teamcenter.

• During the upload (check-in) process, the existing HaloCAD_INTERNAL label is removed.

• The decrypted file is stored (checked in) in Teamcenter PLM.

• The upload (check-in) event is logged in the HaloENGINE GenNXT Monitor log file.

Download the File (Check-out Sequence)

1. Right-click the previously uploaded item.

2. Select Named References.

3. Click Download.

Results

• The file is downloaded to the default location.

• During the download (check-out) process, the file is exported with a new label HCAD Confidential, as defined in HaloENGINE GenNXT.

• The download (check-out) event is logged in the HaloENGINE GenNXT Monitor log file.

File upload and download Sequence

Technical Support

Before Contacting Technical Support

Before contacting Technical Support, ensure that you have the following information available. Providing this information helps the support team investigate and resolve your issue more efficiently.

• Full contact details

• Product build version

• Date, time, and description of the error (include screenshots, if possible)

• Details of any third-party software used with the product

• Any additional information required to reproduce the issue

Contact Technical Support

Secude provides technical support through email support@secude.com. When contacting Technical Support by email, include your company details, a detailed description of the issue, and the relevant log files (if available). A support representative will respond to your inquiry.

Additional Resources

Visit the Secude website https://secude.com to learn about upcoming events, press releases, and to download white papers.

Documentation Feedback

Secude values your feedback and continuously strives to improve product documentation. To provide feedback, send an email to: documentation@secude.com
Include the following details in your feedback:

• Product name and version

• Documentation topic

• Description of the suggestion or error

The technical documentation team reviews all feedback and incorporates relevant updates in future documentation releases.

Last updated: October 29, 2026