Document Management and Desktop Integration
Windchill 10.0 brings some major enhancements to the usability of Windchill document management. In addition to streamlining the HTML user interface, Windchill 10.0 desktop integration dramatically improves and simplifies the creation and editing of Microsoft Office documents. A newly introduced extension to Windchill Desktop Integration allows users to view Windchill folders and interact with Windchill documents as a natural extension to their file system in the Windows explorer.
PDM & Process Solutions
|Product / Module||
PTC Arbortext Content Manager
PTC Windchill PDMLink
PTC Windchill ProjectLink
|Product Functional Area||
Structured Content Management
|User Interface Location|
|Processes, Initiatives, and Best Practices||
Technical Information Creation & Delivery
Benefits and Description
General document management improvements in HTML pages:
- The preference that controls document name uniqueness has been expanded to allow a customer to specify uniqueness within a folder or a context.
- Icons are provided for out-of-the-box document types.
- Document creation process has been streamlined by combining and optimizing the “New Document” and “New Document from Template” pages.
- Improved Document Structure browser now uses the same common component as the Part Structure browser.
- The check-in page displayed after editing document attributes has been simplified.
- A default file path value of “My Documents” is set out of the box. This preference defines the folder location where files will be downloaded from Windchill.
Improvements to Desktop Integration:
- By using Windchill Desktop Integration, users will see a much improved Windchill document management experience. For example, when a user downloads an office document they will be prompted for checkout as the document opens in a Microsoft Office application. When the user closes the document (or exits the Microsoft Office application), they will be prompted for check-in. This makes updating Windchill-managed documents a simpler, more streamlined operation.
- A new option is provided with Desktop Integration to allow the user to remove the local file following a successful check-in.
- When using Microsoft Office Applications, the user has access to Windchill folders using application menus such as File>Open (To open an existing document from Windchill), File>Save As… (To create a new Windchill document from the currently open document).
Windchill in Windows Explorer:
- New with Windchill 10.0 is a seamless integration with Windows Explorer. This allows the user to see Windchill as a location in “My Computer”, and to browse product, libraries, projects, and folders using familiar Windows Explorer techniques.
- Windchill files can be opened by double-click.
- Additional actions are available on a right-click mouse menu.
- Windchill attributes are shown in the Windows Explorer columns.
- New Windchill documents can be created by dragging from the desktop into Windows Explorer.