Windchill Help Center – 11.1 F000
What’s New
Windchill
11.1 F000
Deployment and Configuration
Windchill 11.1 F000 Content Overview
Preferences and Properties
Support Changes: Browser Support
Support Changes: Database Support
Support Changes: Windows Server 2016
Support Changes: Platform Support
Support Changes: Third Party Technology Stack
Support Changes: Web Server and Servlet Engine Support
Secure Communication between Windchill and Databases using JDBC over SSL
Setting Uniqueness Level for Windchill Objects
Windchill Business Reporting: Cognos Version Update
Windchill License Management
Windchill Service Information Manager — S1000D Module: Windchill License Group and Usage Reporting Support
Windchill Service Information Manager — S1000D Module: Dependency in Installation Process
Windchill Service Information Manager — S1000D Module: Addition of WinDUs
Windchill Service Information Manager — S1000D Module: Lifecycle and Workflow Improvements for DMs and ICNs
Quality Management System: Updates to Installing Quality Solutions
End User
Advanced Logic Feature for Configurable Parts in Part Structure Browser
Create Augmented Reality Experience for your Design in Windchill
Change Management: Change in Association Mode
Change Management: Impact Association
Change Management: Rich Text Editor
Change Management: Support Optional Review for Multiple Participants
Electronic Signature: Java Applet Removal
Options and Variants: Merging Option Sets Action
Language Configuration for Windchill User Interface
Life Cycle Template Administration: Java Applet Removal
Live Charting Retired
Product Family
Quality Management System: Support for eMDR HL7 R2
Relationship Explorer Retired
Security Labels Change History Table
Service Structures: Auto Populate Nested Groups or Sections
Service Structures: Managing Part Associated Documents
Service Structures: Open Graphic Information Element in Creo Illustrate
Service Structures: Support for Documents and Graphic Information Elements
Service Structures: Textual and Graphic Information Elements Report
Service Translation: Custom Hook to Pre-populate Target Language
Service Translation: Enable Descriptive File Names
Service Translation: Filter criteria to Translation documents
Service Information Manager: Support for Part Document Filters
Windchill MPMLink: Associating a CAD Document to a Standard Control Characteristic
Windchill MPMLink: Control Characteristics Tab in MPMLink Browsers
Windchill MPMLink: Incremental Loading in MPMLink Browsers
Windchill MPMLink: Manufacturing Associative Part Structure Browser Enhancements
Windchill MPMLink: Support for Standard Operations in MPMLink
Windchill MPMLink: Standard Procedures Tab in Process Plan Browser
Product Family: Display Health Status and Deadline calculation for Members of the Variant Baseline
Windchill ProjectLink: Move or Copy Plan Activities
Windchill REST Services: REST APIs
Windchill Service Information Manager — S1000D Module: Changes to Preferences Organization
Windchill Service Information Manager — S1000D Module: S1000D Part Attributes Limited to Some Part Types
Windchill Service Information Manager — S1000D Module: Improvements to Content Import Process
Windchill Service Information Manager — S1000D Module: Use Multiple Figures from a PVZ File
Windchill Service Information Manager — S1000D Module: Inclusion in Windchill Help Center
Windchill Service Parts: ACL and Preference Control of Update Parts List Action
Windchill Service Parts: Changes to Visualization Tab
Windchill Service Parts: Create and Update Parts List Illustrations from Parts List Editor
Windchill Service Parts: Identifying Consumed BOM Parts in a Parts List
Windchill Service Parts: Single Action to Remove Update Required Marker
Windchill Type Manager: Cascading Attributes Tab
Workflow Template Administration: Java Applet Removal
Windchill Visualization Services: Improved Loading of Dynamic Structures
Windchill Visualization Services: Improved Performance of Structure Generation
Windchill Visualization Services: Setting Creo View WebGL Viewer Navigation Preferences
Windchill Visualization Services: Supporting Creo View WebGL Viewer on Mac OS X
Windchill Workgroup Manager
11.1 F000
AutoCAD: Extended Support for AutoCAD Model Item
CAD Data Management: Deleting Workspaces of Deleted Users
CAD Data Management: New CAD Version Support
CAD Data Management: Renaming the CAD Documents and Parts using the Set New Names User Interface
CAD Data Management: Role Based Show/Hide Behavior in the Set New Names User Interface
CAD Data Management: Support of Saved Filters in the Add to Workspace and Checkout Operations
CAD Data Management: Update Creo and CATIA Templates in Windchill
CATIA V5: Create new CATIA Document and Assemble it in Current CATIA Assembly
CATIA V5: Download Associated Models on Publishing CATIA Drawing using File Synchronization Worker
CATIA 3DEXPERIENCE: 3D Data Visualization Support
SolidWorks: Support for Windchill Bulk Migrator
Windchill Fundamentals
Setting Up Your Environment
Setting Up Your Browser
Browser Locale Settings
Internet Explorer
Mozilla Firefox
ActiveX Settings
Pop-Up Blocker Interference
Pop-Up Blocker Interference in Firefox
Pop-Up Blocker Interference in Internet Explorer
Logging On to and Logging Off from Windchill
User Language Configuration
Changing Your Password
Setting Your Screen Resolution
Understanding Your Password Policy
Setting Your Preferred File Server Site
Memory Allocation for Applets
Windchill Visualization Services
Installing the Desktop Integration Add-In
Updating the Desktop Integration Add-In
Desktop Integration Post-Installation Steps
Personalizing Your Environment
Modifying Your User Preferences
Product Structure Explorer Preferences
Editing your Profile
Table and Table View Overview
Personalizing Tables
Modifying Table Display
Searching for Objects in a Table
Sorting Objects in a Table
Performing Actions in Tables
Selecting a Table View
Customizing Table Views
Creating and Editing New Table Views
Saving Table Views
Exporting and Importing Selected Shared and System Table Views
Using Trees
Navigating the User Interface
Navigator Overview
Browse Tab
Search Tab
Home Page Overview
Tasks Table
Checked-Out Work Table
Updates Table
Action Groups
Breadcrumb Overview
Quick Links Overview
E-mailing a Page
Contexts Overview
Context Use Case
Context Inheritance
Viewing Contexts
Context Pages
About Products
Products Table
Product Information Page
Product Actions
About Libraries
Libraries Table
Library Information Page
Library Actions
About Projects and Programs
Projects or Programs Table
Project or Program Information Page
Project or Program Actions
Notebooks
Notebook Tables
Linking to Objects from the Notebook
Uploading a File into the Notebook
Creating a Notebook Folder
Renaming a Notebook Folder
Moving Notebook Objects
Deleting Notebook Objects
Windchill Search
Global Search
Advanced Search
Keyword
Type
Context
Criteria
Related Object Search
Search Results
Search Results Table
Faceted Search Results
Unexpected Results
Special Searches
Searching Within Folders
Searching Within Tables
Searching Within Networks
Search Reference
Windchill Search Preferences
Keyword Search Rules
Search Operators
Search Wildcards
Special Characters in Keywords
Advanced Mode Searching
Related Object Search Operators
Search Range for Numbers
Search Range and Base Unit Conversion
XML Document Searches
Advanced Search Examples
Searching With Minimum Criteria
Duplicate Criteria with Multi-Valued Attributes
Keyword Searches Using Wildcards
Search Using Revision and Iteration Criteria
Non-Latest Iterations Using Multiple Criteria
Advanced Searches with Access Control Restrictions
Creating and Using an Advanced Search Report Template
Search History and Saved Searches
Search History
Saved Searches
Saving a Search
Using Saved Searches
Manage Saved Searches
Administratively Delete Saved Searches
Searching Within Actions
Finding Objects
Finding Parts
Finding Documents
Finding Revisions
Finding Types
Finding Organizations
Finding a Context
Finding Domains
Finding Users
Finding Groups
Finding Participants
Selecting Participants
Choosing Participants
Managing Your Work
Working in Folders and the Folder Structure
Creating a New Folder
Folder Information Page
Editing a Folder
Folders Page
Folder Contents Table Actions
Understanding Revisions, Iterations, and Versions in Folders
Managing Your Tasks
Tasks Tables
Actions on the My Tasks Table
Actions on the Tasks Table in a Product or Library
Actions on the Tasks Table in a Project or Program
Task Information Page
Task Assistant
Reassigning a Task
Set Up Participants Table
Accessing Data
Context Teams
Roles
Visibility
Project Invitations
Access Control Permissions
Working with Windchill Objects
Object Overview
Object Types
Object Attributes
Attribute Display
Special Characters
Object Versions
Object Status
Object Relationships
Information Pages
Customizing Information Page Tabs
Mini Information Pages
Information Tables
General Information Tables
Change Information Tables
Related Objects Information Tables
History Information Tables
Timeline History Table
Timeline Filter
Timeline Options
Collaboration Information Tables
Security Information Tables
Actions Common Among Objects
Right-click Actions
Checking Out an Object
Checking Out an Object
Checking In an Object
Undoing a Checkout
Editing an Object
About Move
Moving an Object
About Moving a Version
Move Restrictions
Renaming an Object
Setting the State of an Object
Revising an Object
About Delete
Deleting an Object
Exporting Table Information to a File
Comparing Object or Version Information
Comparison Report
Editing Filters
Viewing Current Filter Properties
Visualization Overview
Visualizing Parts and CAD Documents
Understanding Publishing and Representations
Visualizing CAD Represented Parts and Assembly Features
Visualizing Documents
Dynamic Documents
Setting Visualization User Preferences
Visualization Icon Key
Thumbnail Overview
About Mini-Thumbnails
Managing Thumbnails on Mini Information Pages
About the WVS Job Monitor
Job Summary Fields
Job Detail
Batch Print
Viewing Representations
Creating a Representation from a CAD Document
1. Define Representation Attributes
2. Set EPM Configuration Specification
3. Choose Structure Type
4. Confirm Choices
Creating a Representation from an EPM Structure
1. Define Representation Attributes
2. Set EPM Configuration Specification
3. Choose Structure Type
4. Confirm Choices
Creating a Representation from a Part Structure
1. Define Representation Attributes
2. Choose Input Source
Creating a Representation from a Dynamic Document
1. Define Representation Attributes
2. Set EPM Configuration Specification
3. Choose Structure Type
4. Confirm Choices
Creating a Representation from Document Content
1. Define Representation Attributes
2. Choose Input Source
Creating a Representation from Clipboard Content
1. Define Representation Attributes
2. Choose Input Source
Creating a Representation from Local File Data
1. Define Representation Attributes
2. Choose Input Source
Viewing Annotations
Creating an Interference Detection Definition
Using Related Interference Detection Reports
Viewing an Interference Detection Report
Viewing Interferences
Editing Interference Attributes
To Compare Two Interference Detection Reports
Opening Interferences in Creo View
To Add Interferences to Change Management Processes
To Assign an Existing IDD to a Different Representation
Editing Interference Detection Definitions
Detecting Interferences of Variant Specifications
Documents
Documents in Windchill
Document Information Page
Content Management Preferences
Creating Windchill Documents
Creating a Document
Creating Multiple Documents
Creating a Document from a Template
Uploading Documents from a Compressed File
Managing Documents
Checking Out Documents
Checking In Documents
Editing a Document
Editing Multiple Documents
Replacing Primary Content
Inserting a Document
Downloading Documents to a Compressed File
Emailing a Document
Structured Documents
Document Structure Actions
Document Structure Panes
Inserting a Document into the Document Structure
Reordering Structured Documents
Document Structure Filters
Editing Document Structure Filters
Document References
Adding a Document Reference
Removing a Document Reference
Adding Comments to a Reference
Windchill Desktop Integration
Opening Documents with Desktop Integration
Windchill Menu Actions
DTI Document Search
Create Documents Using DTI
Create Document Templates Using DTI
Check In Documents Using DTI
Remove Windchill Information from Documents
Compare Documents
View Document Information
Windows Explorer Integration
Display Windchill Attributes
Right-Click Actions
Drag-and-Drop Actions
Windchill Link Objects
Microsoft Office Integration
Microsoft Outlook Integration
Mapping Windchill Attributes to Microsoft Office File Properties
Editing the Windchill Attributes
Inserting a Windchill Attribute
Desktop Integration User Setup
Desktop Integration Configuration
Desktop Integration Preferences
Confirmation Prompts and Troubleshooting
Parts
Part Attributes
Part Information Page
Windchill Product Analytics Tables
Environmental Compliances
Cost Analytics
Life Cycle Analytics
Requirements Table
Using the Variant Baseline Tab
Creating and Inserting Parts
Creating a New Part
Creating Multiple New Parts
Save Part as New Part
Creating New View Version
Creating a New One Off Version
Inserting a Part Version
Superseding Parts Overview
Configuring the Supersede Actions
Supersedes Table
Superseding a Part Through Change Management
Superseding a Part with an Existing Part
Superseding a Part with a New Part
Editing Supersede Relationships
Undo Supersede
Supersede History
Modifying Parts
Editing a Part
Editing Multiple Parts
Editing Common Part Attributes
Renaming a Part
Reassigning a View
Deleting a Part
Associating Parts and Documents
Attachments
Attachments Table
Creating Attachments
Editing Attachments
Drag-and-Drop File Uploads
Downloading File Attachments
Viewing URL Attachments
Removing an Attachment
Notes
Note Information Page
Notes Table
Creating a Note
Creating a Note from a Template
Adding an Existing Note
Viewing Structural Notes for a BOM
Editing a Note
Reordering Notes
Removing or Deleting a Note
Links
Link Information Page
Creating a Link
Editing a Link
Deleting a Link
Baselines
Baseline Information Page
Baseline Objects Table
Creating a Baseline
Editing a Baseline
Removing Baseline Objects
Replacing Baseline Objects
Adding Objects to a Baseline
Collecting Baseline Objects
Baseline or Managed Collection?
Comparing Baselines
Managed Collections
Creating a Managed Collection
Managed Collection Information Page
Managed Collection Content
Managed Collection Content Table
Editing Managed Collections
Add to Managed Collection
Initially Selected Objects Table
Collection Options
Collaborating with Others
Meetings
Meetings Tables
Meeting Information Page
Joining a Meeting
Meeting Minutes
Meeting Agenda
Creating a Meeting
Creating a Meeting
Editing a Meeting
Hosting a Meeting
Canceling a Meeting
Discussions
Discussion Tables
Discussion Subscriptions
Creating Topics
Creating Comments
Posting Draft Comments
Editing Topics
Closing or Deleting Discussions
Subscriptions
Subscriptions Table
Subscription Information Page
Subscription Events
Folder and Context Subscriptions
Creating a Subscription
Editing a Subscription
Unsubscribing from Events
Deleting a Subscription
Networks
Network Table
Parents Table
Contexts Table
Creating a Context Reference
Editing a Context Reference
Moving a Context Reference
Calendars
View Calendar Schedules
Mark Working Days
Delegate Work
Reset Calendar Changes
Promotion Requests
Promotion Request Information Page
Create a Promotion Request
Edit a Promotion Request
Promotion Process Preferences
Promotion Preference Management Utility
Create a Promotion Preference
PDM Essentials and Global Product Development Package 1
Windchill PDM Essentials
Windchill PDM Essentials Overview
Prerequisites
Licenses
Installation and Configuration
Installation
Installing Windchill PDM Essentials
Preparing the Server for Installation
Adding the Publishing License to Your FlexNET License Server
Running the Installation Assistant
Configuring Windchill
Using the Windchill Setup Assistant
Understanding the Automated Configuration
Integrating with Your CAD Application
Working with Creo Parametric
Administrator Initial Setup
Other Considerations
Getting Started for CAD Users
Connecting to a Windchill Server
Getting Familiar with the Windchill Embedded Browser
Searching for Existing Data in Windchill
Using Windchill Workspaces
Creating and Activating a Workspace
Working with Windchill
Starting Out on a Design
Creating a New CAD Document
Importing Files into Windchill
Opening Objects in Creo Parametric
Checking Out Files from Windchill to Make Changes
Adding an Object to the Workspace
Saving Your Work to the Workspace
Checking In Your Work to Windchill
Undoing a Checkout
Keeping Your Workspace Objects Up-to-Date
Copying Objects Using Save As
Renaming Objects
Making Your Environment Work For You
Using the Event Management Utility
Clearing Cache
Setting Preferences
Clearing a Workspace
CAD Document Templates and Creo Parametric Start Parts
Installing Windchill Workgroup Manager for a Third-Party CAD Application
Moving Forward: Ongoing Windchill Administration
Business Administrative Tasks
System Administrative Tasks
Updating, Upgrading, and Moving Up
Installing Critical Patch Sets
Upgrading to a New Release of Windchill PDM Essentials
Upgrading from Windchill PDM Essentials 11.0
Upgrading from Windchill PDM Essentials 10.2
Moving Up to Windchill PDMLink
Using the Windchill Help Center
Global Product Development Package I
Moving Up to Windchill PDMLink
Data Management Capabilities
Configuration and Change Management Overview
Capturing Product Configuration Information
Parts and Part Versions
Common Part Information
Part Versions
Associating Product Data to Parts
Version-Specific Part Documentation
Version-Independent Part Documentation
Part Structures
Standard and Configurable Part Structures
Usage Relationships
Occurrences
Capturing Part Design History
Part Iteration History
Part Version History
Part Life Cycle History
Part Save As History
Filtering Part Structures
Using Configuration Specification Filters
Using the Option Filter
Using Specialized Filters
Best Practice for Using Multiple Part Structure Filters
Product Structure Reports
BOM Reports
Part Structure Comparison
Managing Product Change
Identify Issue
Request Change
Plan Change
Change Implementation
Physical Implementation
Managing Product Family
Product Family Management
Product Family Overview
Product Family Objects
Product Families Table
Creating a New Product Family
Product Family Information Page
Product Model Group and Product Model Information Pages
Searching for Product Family Objects
Creating Product Family Structures
Product Family Structure Tab
Editing a Product Family Object
Insert New Product Family Member
Assigning a Configurable Module
Managing Variant Specifications in a Product Family
Variant Specification Information Page
Creating and Managing Variant Specifications
Configuring Managed Variant Specifications
Variant Specification Structure Tab
Configuring a Managed Variant Specification Using Manual Selection
Filtering Options for a Managed Variant Specification
Variant Baselines
Prototype Management Using Variant Baselines
New Variant Baseline Window
Adding a Variant Specification to a Variant Baseline
Edit Variant Baseline Window
Variant Baselines Tab
Variant Baseline Information Page
Variant Specifications Table
Replace Variant Specification Window
Update Variant Specifications Window
Baseline Objects Table
Adding Baseline Objects
Update Baseline Objects Window
Edit Baseline Objects Window
Impacted By Objects Table
Product Family Matrix Editor
Product Family Matrix Editor
Matrix Editor Tool Bar
Matrix Editor Product Family Pane
Matrix Editor Configurable Module Table
Configurable Module Shortcut Menu Actions
Matrix Editor Update Baseline Objects Window
Matrix Editor Variant Specification Table
Matrix Editor Details Pane
Customizing Product Family Matrix Editor
Product Family Administration
Product Family Management Module Licenses and Installation
Product Family Management Roles
Product Family Management Preferences
Product Family Management Object Initialization Rules
Product Family Management Customizations
Managing Part Structures
Part Structure Browser
Part Structure Information
About the Part Structure Pane
Find in Structure
Occurrence Display
Viewing Related Information in a Structure
Attributes Tab
Attributes Tab
Uses Tab
Occurrences Tab
Visualization Tab
Traces Tab
Documents Tab
Parameters Tab
Constraints Tab
Part Structure Actions
Editing Action Set - Parts
Inserting an Existing Part
Editing Usage Attributes
Check Out/In Action Set - Parts
My Checkouts
Clipboard Action Set - Parts
About Copying Parts
Viewing Action Set - Parts
New/Add To Action Set - Parts
Filter Action Set - Parts
About Part Structure Filters
Viewing a Structure’s Current Filter Properties
Editing a Structure Filter
About Configuration Specifications
Specifying a Latest Configuration Specification
Specifying an As Matured Configuration Specification
Selecting a Baseline Configuration Specification
Selecting a Unit Effectivity Configuration Specification
Selecting a Date Effectivity Configuration Specification
Selecting a Promotion Request Configuration Specification
About Spatial Filters
Box Spatial Filters
Sphere Spatial Filters
Proximity Spatial Filters
About Attribute Filters
Create New Attribute Filter Expressions
Add, Edit, or Remove Attribute Filter Expressions
Using Multiple Attribute Filter Expressions
Saving and Reusing Structure Filters
Saving and Reusing Structure Filters
Managing Saved Structure Filters
Tools Action Set - Parts
Comparing Structures
Comparing Part Structure to Part Structure
Starting a Part to Part Structure Comparison
Interpreting Part to Part Structure Comparison Results
Interpreting Reference Designator Comparison Results
Reports Action Set - Parts
Editing in the Uses Tab
Edit Attribute Value for Multiple Parts
Editing in the Occurrences Tab
Adding Occurrences
Editing Attributes Having Multiple Values
Managing Replacement Parts
Defining Replacements in a Part Structure
Replacement Tables on Information Page Tabs
Replacing a Part with an Existing Part or Alternate/Substitute
REST APIs for Part Relationships
Product Structure Explorer
About Product Structure Explorer
About Explorer Modes
About the navigation pane
Part Attributes
Selecting Multiple Objects
Entering Data in a Table
About Filters
Editing a Product Structure Filter
Saving Filters
Using a Saved Filter
About Task Tabs
Information Tab
Uses Tab
Where Used Tab
View Tab
Documentation Tab
Replacements Tab
AML - AVL Tab
Parameters Tab
Constraints Tab
File Menu
File Menu
Edit Menu
View Menu
Selected Menu
Editing User Preferences
Editing User Preferences
About Column Display
Modifying Tab Display
Related Information Icons
Opening a Part
Opening a Part
Finding Objects in the Structure
About Queries
Creating a New Query
Defining Query Criteria
Displaying Query Results
Saving the Query
Organizing and Executing a Query
Viewing Query Results Table
Modifying a Saved Query
Clearing a Query
Searching for Objects
Locating Contexts
Searching for Organizations
Using Wildcard Characters
Specifying Date and Time Search Criteria
Date and Time Operators
Creating a Part
Creating a Part
Inserting and Replacing a New Part
Inserting and Replacing an Existing Part
Inserting and Replacing a Recently Created Part
Cutting, Copying, and Pasting
Copying to and from Windchill Clipboard
Dragging and Dropping
Creating a New Version with a New View
Checking Out an Object
Checking Out an Object
Checking In an Object
Associating a Document with an Object
Editing Common Attributes
Editing Attribute Values by Column
Editing Visual Location
Renaming Objects
Revising a Part
Duplicating a Part
Creating a One-off Version
Classifying Parts
Removing a Classification
Validating Changes
Assigning Choices
About Occurrences and Reference Designators
Adding or Editing Occurrences
Removing Occurrences
Defining Alternate Parts
Defining Alternate Parts
Defining Substitute Parts
About Annotating
Creating an Annotation Set
Viewing Annotation Set Properties
Opening an Existing Annotation Set
Saving an Annotation Set
Applying an Annotation Set
Deleting an Annotation Set
Reverting an Annotation Change
Adding a Comment
Editing Comments
About Managed Baselines
Creating a Managed Baseline
Adding to a Baseline
Removing from a Baseline
Advanced Assembly Editor Overview
Understanding the Advanced Assembly Editor Interface
Adding, Removing, or Copying Available Assemblies
Adding, Removing, or Copying Available Assemblies
Adding and Removing Assemblies in the Assembly Editor
Open in New Advanced Assembly Editor
Show or Hide Occurrences
Show or Hide Occurrences
Display Single or Multiple Levels
View Structure
Sorting Product Structures
Filtering the Assembly Editor
Setting the Assembly Editor View
Displaying Assembly Editor Columns Vertically or Horizontally
Assembly Editor Attribute Columns
Revising an Edited Assembly
Revising an Edited Assembly
Changing Part Quantities
Inserting Parts
Removing Parts
Undo Part Removal
Clear Markup
Copy Assembly
Saving Changes
Exporting Product Structures
Windchill Options and Variants Capabilities
Overview of Product Configuration Strategies
Business Strategies Supporting Product Variability
Managing Configurable Products
Support for Configurable Structures and Access Control
Variant Design and Generation Process
Terminology Used In Options and Variants
Quick Reference to Concepts and Processes Used in Options and Variants
Mapping Product Configuration Approaches to Windchill
Managing Product Families and Configurations in Windchill
Workflow for Defining Product Families
Additional Features Provided with the Platform Structures Module
Adding Users to the PTC Platform Structures License Group
Managing Configurable CAD Structures
Sample Scenarios for AnyBOM Assembly
Overview of the List-based Option Selection and Filtering
Loading Demo Data
Creating and Managing Enterprise-wide Definitions
Options and Choices
Object Types Used in List-based Option Selection
Iterating Option Sets, Choices, Options, and Choice Rules in Windchill 10.2 and Beyond
Enabling or Disabling Sales and Design Subtypes
Creating a New Option Subtype
Customizing the Display Name of the Option Type
Managing Options in the Option Pool
Options and Choices
Options and Choices with Numeric Values
Creating Textual and Numeric Options
Defining the Quantity of Measure for Option with Numeric Values
Overriding the Units of Measure for Options with Numeric Values
Including Options and Choices with Numeric Values in Expressions and Conditional Rules
Viewing Information About an Option
Editing an Option
Deleting an Option
Renaming an Option
Restrictions on Option Names
Creating Groups of Options
Assigning Options to Groups
Viewing Information About a Group
Editing a Group of Options
Deleting a Group
Creating Textual and Numeric Choices
Working With the Choices Table
Viewing Information About a Choice
Editing a Choice
Renaming a Choice
Where Used Information for a Choice
Setting the Preference for Displaying Choices
Tips for Choice Selection
Ensuring Name Uniqueness for Options and Choices
Searching for Options and Variants Objects
Defining Global Rules for Options and Choices
Numbering for Choice Rules
Rule Validation To Prevent Duplicates
Rule Validation to Prevent Conflicts with Other Rules
Revision Control of Choice Rules
Change Management of Choice Rules
Promotion Request for Choice Rules
Exporting the Latest Iterations of all Versions of Choice Rules
Conditional Rules
Creating a Conditional Rule
Using Actions In the Conditional Rule
Using Numeric Choices
Viewing Information About a Conditional Rule
Editing a Conditional Rule
Deleting a Conditional Rule
Enable Rules
Creating an Enable Rule
Viewing Information About an Enable Rule
Editing Enable Rules
Deleting an Enable Rule
Include Rules
Creating an Include Rule
Viewing Information About an Include Rule
Editing an Include Rule
Deleting an Include Rule
Exclude Rules
Creating an Exclude Rule
Viewing Information About an Exclude Rule
Editing an Exclude Rule
Deleting an Exclude Rule
Using Option Sets to Organize Product Families
Working with Option Sets
Workflow for Defining an Option Set
Creating an Option Set
Managing Local Rule Changes for the Option Set
Revising Local Rules
Editing an Option Set
Deleting an Option Set
Managing the Option Set
Information Page of an Option Set
Managing Choices in the Option Set
Checking for Duplicate Choices
Setting Date Effectivity for Choices
Previewing an Option Set
Managing Choice Rules in the Option Set
Managing Include Rules for the Option Set
Managing Exclude Rules for the Option Set
Managing Enable Rules for the Option Set
Managing Conditional Rules for the Option Set
Non-latest Checkout of Choice Rules
Creating a Copy of an Option Set with Save As
Assigned Option Set
Assigning an Option Set to an Object
How Windchill Determines the Assigned Option Set To Use
Unassigning an Option Set
Overriding the Revision of the Assigned Option Set
Exporting and Importing an Option Set
Merging Option Sets
Rules for Merging
Merging Choices and Rules
Removing Merged Choices and Rules
Setting up Configurable Product Structures
Configurable Modules
Creating a Configurable Product
Creating a Configurable Module
Switching Between a Standard Part and a Configurable Module
Restricting the Number of Child Parts
Information Page of a Configurable Module
Assigning Expressions
Basic and Advanced Expressions
Supported Expressions
Independent Assigned Expressions
Authorizing Team Members to Create Independent Assigned Expressions
Converting Assigned Expressions to Independent Expressions
Assigning Expressions to Usage Links of Configurable Modules
Assigning Expressions to Parts
Assigning Expressions to Uses Occurrences
Defining Basic Expressions
Defining Advanced Expressions
Syntax for Creating Advanced Expressions
How the System Determines the Assigned Option Set When Assigning Expressions
Overriding the Version of the Assigned Option Set
Using Functions in Advanced Expressions
Configuring Expressions
Validating Expressions
Viewing Assigned Expressions
Using the Property ato.alternate.expression.format to Control the Display of Expressions
Frequently Asked Questions About Expressions Assignment and Filtering
Manufacturing Process Deliverables
Working with Aliases
Viewing Aliases
Creating an Alias
Editing an Alias
Alias Information Page
Revising Aliases
Deleting Aliases
Renaming Aliases
Managing Alias Objects
Filtering a Configurable Product Structure with the Option Filter
Specifying the Filtering Criteria for the Option Filter
Specifying the Configuration Specification for the Option Filter
Evaluating Expressions During the Option Filtering
Filtering Occurrences with Assigned Expressions
Filtering a Product Structure Using a Variant Specification
Effect of Rules on Choice Selection
Saving Filtering Criteria
Standard and Alternate Option Filter
Customizing Filtering Behaviors for the Option Filtering Delegate
Evaluation of Advanced Expressions
Configuring Standard and Alternate Behaviors
Filtering with Missing Expressions
Standard Filtering Configuration File Example
Alternate Filtering Configuration File Example
Custom Filtering Configuration File Example
Developing Advanced Selection Logic for Configurable Modules
Basic Steps for Defining Advanced Selection
Adding a Parameter
Editing a Parameter
Information Tab of the Edit Parameter Window
Constraint Tab of the Edit Parameter Window
Specifying a Parameter Range
Equivalency Tab of the Edit Parameter Window
User Interface Tab of the Edit Parameter Window
Enabling the Selection of Multiple Values for a Parameter
Inserting a Page Break
Adding a Constraint
Case Table Editor
Expression Editor
External Application Constraint Editor
Linking Advanced Logic Parameters with Options
Assigning a Logic Reference to Another Configurable Module
Defining Part Parameters Using Another Configurable Module
Organizing Input for the Advanced Selection Logic
Validating the Logic for a Configurable Module
Adding a Child Resolution
Comparing Logic Between Two Configurable Modules
Variants Created From Configurable Modules With Advanced Selection Logic
Creating Module Variants with Collapsible Middle Nodes
Variant Properties
Creating and Managing Variants
Creating Variant Structures Using the Configure Process
Set Filter Step: Specifying Expansion Criteria and Applying Filters
Set Parameters Step: Providing Inputs for Part Parameters
Using Input Pages
Preview Step: Reusing Existing Variant Specifications and Variants
Variant Specification Step: Defining a Variant Specification
Variant Part Step: Generating a Variant
Capturing Transformation Matrices and Part Occurrences in the Variant Part Structure
Variant Specification Information Page
Variant Specification Information Page
Previewing a Variant Specification
Comparing Variant Specifications
Revision and Change Management for Variant Specifications
Reconfiguring a Variant Specification
Capturing the Configuration of a Variant Specification
Loading Variant Specifications
Loading Variant Specifications from a Spreadsheet
Loading Variant Specifications Using an API
Loading Variant Specifications Using API #1
Sample Code for API #1
Loading Variant Specifications Using API #2
Sample Code for API #2
Creating a Copy of the Variant Specification
Selected Choices Table
Managing Deliverables
Managing Data for Options and Variants — Reference
Migrating Objects from Windchill 9.1 to Windchill 10.0 or Later
Migrated Objects
Example of Moving Option Sets After Migration
Manually Moving Migrated Objects to Products and Libraries
Moving Objects Using WinDU and WinRU
Loading Data for Options and Variants
List of Objects in Options and Variants
Group
Option and Choices
Using Load Files to Update Options and Choices
Expressions on Usage Links and Occurrences
Independent Assigned Expressions
Conditional Rule
Alias
Include Rule
Exclude Rule
Enable Rule
Option Set
Add Choices to an Option Set
Register an Option Set
Associate Choices to Choice Mappable
Navigation Criteria
Navigation Filter
External Logic Reference Link
Option Set Assignment and Customization
Examples and Best Practices for Advanced Selection Logic
Introduction
Understanding How Logic Elements Are Evaluated
Naming Conventions for Parameters and Constraints
Selecting Options for a Configurable Module
Enabling a Single Option Based on a Yes/No Response
Enabling a Single Option Based on a User Response
Choosing Between Two Options Based on a User Response
Selecting One Option from a Set of Several Possible Options
Selecting One Option from a Set of Several Options
Selecting a Single Option from a Rapidly Changing Set of Options
Common Logic Expressions
Comparing Two String Values
Combining Two Expressions with an AND Operator
Including Two Expressions with an OR Operator
Simple If/Then Expressions Using Case Tables
Complex If/Then Expressions Using Case Tables
Controlling Available Options Using Case Tables
Conditional Expressions
Creating Modular Configurable Product Structures
Designing a Module Product Structure
Passing Parameter Values between Sections of a Product Structure Using Equivalencies
Passing Parameter Values between Sections of a Product Structure Using Reference IDs
Attaching Documents to a Configurable Product Structure
Improving the User Interface of the Configuration Process
Hiding Input Parameters When Users Do Make a Selection
Explaining Input Parameters that Users May Not Specify
Adding Images for Parameters with Enumerated Values
Displaying Values as Radio Buttons
Controlling Input Parameters Using Page Breaks
Adding Titles and Images to Specific Parameter Pages
Adding Images for Specific Pages of Parameters
Controlling the Order of Input Parameters Using Child Resolution
Controlling the Display Format of Decimal Numbers
About Releasing a Configurable Product Structure
Defining a Default Baseline
Modifying a Default Baseline
Using a Default Baseline
Configurations and Instances Overview
Part Configurations
Creating a New Part Configuration
Part Configuration Information Page
Part Configuration Structure Tab
Renaming a Part Configuration
Repopulating a Part Configuration
Creating a New Part Configuration from an Existing Part Configuration
Assigning a Part Version in a Part Configuration
Overriding a Part Occurrence in a Part Configuration
Deleting a Part Configuration
Comparing Part Configurations
Part Instances
Creating a New Part Instance
Part Instance Information Page
Part Instance Structure Tab
Filter Action Set - Part Instances
Part Instance Configuration Specification
Incorporating a Part Instance
Allocating a New Part Instance
Allocating an Existing Part Instance
Deallocating a Part Instance
Replacing a Serialized Part in a Part Instance
Undoing a Replacement for a Part Instance
Renaming a Part Instance
Creating a New Part Instance from an Existing Part Instance
Deleting a Part Instance
Editing a Part Instance
Comparing Part Instances
Managing Change
About Change Management
About Change Status Indicators
About Rich Content
Change Management Administration
Change Management Preferences
Enable the Participant List Table
Configuring the Participant List
Administration of Problem Reports and Variances in Projects
Converting Simple Text Attribute to Rich Text Attribute
Customizing the Simple Text to Rich Text Conversion Utility
Procedure
Limitations
Sample Code
Using Simple, Rich, and HTML Text Components of Cognos
Updating Character Limits for Change Summary Reports in Cognos
Specifying Implementation States
Change Status Calculator
Business Rules Available
Administration of Change Process Transitions
Custom Change Process Transitions
Setting Up the Life Cycle Template to use Change Management Transitions
Access Control Policies for Change Notice Template Selection
Change Association Rule Administration
Change Association Rules Table
Define Change Association Rules
Import and Export Objects with Change Associations
Flexible Change Link Conversion
FlexibleChangeConverter Utility
Configure Link Converter Rules
Convert Custom Links to Flexible Change Links
Administration of Terminal States for Change Management Objects
About Issues
About Problem Reports
Creating a Problem Report
Editing a Problem Report
Problem Report Information Page
About Change Requests
Creating a Change Request
Editing a Change Request
Propagating Information from the Problem Report
Change Request Information Page
About Change Notices
Creating a Change Notice
Editing a Change Notice
Automatically Creating a Change Notice from a Change Request
Propagating Information from the Change Request
Change Notice Information Page
About Change Tasks
Creating a Change Task
Editing a Change Task
Change Task Information Page
Participant List Table
About Impact Association
Enabling Impact Association
Setting the Impact
Viewing the Impact
About Sequenced Implementation Plans
Assigning Change Tasks to a Sequence
Change Baseline Report
Creating the Change Baseline Report
About Change Investigations
Change Investigation Information Page
About Change Proposals
Change Proposal Information Page
About Analysis Activities
Analysis Activity Information Page
About Variances
Creating a Variance
Editing a Variance
Incorporating a Variance
Variance Information Page
Associated Annotations
Adding an Annotation
Adding an Annotation to the Associated Annotations Table
Adding an Annotation to the Affected Objects Table
Interference Annotations
Viewing an Annotation
Editing an Annotation
Removing an Annotation
Change Locks
Problem Reports and Variances in Projects
Creating a Problem Report in a Project
Editing a Problem Report in a Project
Creating a Variance in a Project
Editing a Variance in a Project
About Change Associations
Change Association Tables
Associated Process Objects
Associated Reference Objects
About Mass Change Operations
Performing Mass Change Operations
Mass Change Operation—Replacing an Existing Part
Mass Change Operation—Inserting an Existing Part
Mass Change Operation—Removing a Part Usage
Mass Change Operation—Editing a Part Usage
Mass Change Operation—Inserting an Existing Document
Mass Change Operation—Removing a Related Document
Previewing Mass Change Operations
Common Change Management Procedures
Determining Fast Track and Full Track Complexity
Completing Tasks
Revising a Change Notice
Setting the Disposition of Affected Objects
Quick Entry Using Autosuggest
About Change System Reports
Viewing Change Management Logs
Viewing Change Summary Reports
Viewing Implementation Status Reports
Affected End Items Part Master Report
Change Management Tables
Affected Objects, Affected End Items, and Resulting Objects
Affected Objects Table for Problem Reports
Affected Objects Table for Variances
Affected Objects Table for Change Requests
Affected Objects Table for Change Tasks
Affected Objects Table for Design Reviews
Affected End Items Table
Resulting Objects Table
Impacted Objects Table
Change Summary Table
Implementation Plan Table
Related Supplier Parts and Documents Table
Proposals and Investigations Table
Analysis Activities Table
About Design Reviews
About Effectivity
Effectivity Table
Adding Effectivity
Setting Effectivity Range
Automatic Merging of Effectivity Ranges
Modifying Effectivity
Setting Effectivity
Specifying Effectivity
Determining Effectivity Type
Specifying Effectivity Propagation
Viewing Effectivity
Viewing Effectivity by Version
Changing the Effectivity of an Object
Adding a New Effectivity Statement
Updating an Existing Effectivity Value
Deleting an Existing Effectivity Value
Syntax for Effectivity Values
Change Monitor
Setting the Scope
Charted Information
Full Track vs. Fast Track Change Requests
Special Reports
Change Monitor Reports
Creating Custom Change Monitor Reports
Managing Projects
Projects and Programs
Project and Program Actions
Project Attributes
Create a Project
Edit a Project
Terminate a Project
Save as a New Project
Save a Project as a Template
Project Monitoring
Import and Export Projects
Import a Project
Export a Project
Export a Project as a Template
Plans
Plans Table
Plan Information Page
Create a Plan
Create a Product Plan
Edit a Plan
Plan Templates
Plan Calendar
Plan Schedule
Schedule Table Views
Schedule Table Actions
Automatic Execution
Reschedule Plan
Timeline
Gantt Explorer
Capacity Report
Plan Baselines
Create a Plan Baseline
View Plan Baseline Information
Manage Plan Baselines
Plan Activities
Activity Information Page
Create an Activity
Edit an Activity
Move or Copy Activities
Create Multiple Activities
Edit Multiple Activities
Start Activities
Complete Activities
Plan Activities Table
Activity Schedule Calculation
Task Types and Effort Driven
Activity Date Constraints
Predecessor Relationships
Basic Activity Calculation Example
Summary Activity Calculation Example
Resources
Resources Table
Resource Attributes
Create a Resource
Edit a Resource
Resource Assignments
Resource Assignment Information Page
Create a Resource Assignment
Reassign Resource Assignments
Edit a Resource Assignment
Accepting Work
Track Work
Track Activity Work
Track Resource Assignment Work
Track New Work
Track Work Example
Deliverables
Deliverable Information Page
Associated Deliverables Table
Create a Deliverable
Edit a Deliverable
Delete a Deliverable
Action Items
Action Item Information Page
Creating an Action Item
Editing an Action Item
Resolving an Action Item
Deleting an Action Item
Working with Action Items in Microsoft Excel
Using the Action Items Template
Editing Action Items in Microsoft Excel
Importing Action Items from Microsoft Excel
Exporting Action Items to Microsoft Excel
Routing
Route an Object
Check Route Status
Edit a Route
Terminate a Route
Microsoft Project Integration
Edit in Microsoft Project
Export to Microsoft Project
Import a Microsoft Project Plan
Unsupported Import Features
Project States
Project Status
Sharing Between Projects
Project Planning Preferences
Functional Comparison of Classic and EPP Projects
Classic Plans
Classic Project Details
Editing a Classic Project
Converting Project Types
Saving As a New Classic Project
Saving a Classic Project as a Template
Exporting a Classic Project as a Template
Classic Project Plans
Classic Plan Table
About Timeline in Classic Projects
Adding a Classic Plan Object to the Timeline
Adding a Plan Object to the Timeline from the Plan Table
Adding a Plan Object to the Timeline from the Timeline Toolbar
Removing a Classic Plan Object from the Timeline
Classic Plan Objects
Classic Plan Object Information Pages
Editing Multiple Classic Plan Objects
Moving a Classic Plan Object
Classic Activities and Summary Activities
Creating a Summary Activity
Editing a Summary Activity
Creating a Classic Activity
Editing a Classic Activity
Classic Milestones
Creating a Classic Milestone
Editing a Classic Milestone
Subprojects
Creating a Subproject
Editing a Subproject
Classic Deliverables
Creating a Classic Deliverable
Editing a Classic Deliverable
Classic Deliverable Information Page
Associating a Classic Deliverable with Other Types of Objects
Associating Classic Activities
Associating Classic Milestones
Associating Other Types of Objects
Removing an Associated Deliverable
Subscribing to a Classic Deliverable, Action Item, or Plan Object
Classic Resources
Creating a Classic Resource
Editing a Classic Resource
Microsoft Project Integration for Classic Projects
About Classic Project or Program Execution
About Classic States and Phases
Exchanging Data Between Contexts
Project Status Table
Three Types of Shared Access
Permissions and Valid Object Types
Actions to Exchange Objects
Adding PDM Objects to a Project
Sending Objects to PDM
Sharing from Project to Project
Collect Objects Table for Sharing
Using the Object Collector
Table View and Columns
Actions to Add Objects
Actions to Remove Objects
Actions to Exchange Objects
Managing Shared Objects
Synchronizing Shared Objects
Scheduled Synchronization
Manual Synchronization
Sharing Filters
Converting a Shared Object to PDM Checkout
Removing a Shared Object
Managing PDM Checkout Objects
Use Case Example for PDM Checkout
Undoing a PDM Checkout
Converting a Deprecated Object to a Share
Sharing Rules and Considerations
States and Status When Sharing
Deleting Projects or Shared Objects
Interoperability and CAD Integration
Shared Objects in Workspaces
Resolving Identity Conflicts
Sharing Family Table Objects
Windchill Clipboard
Clipboard Window
Copy and Paste
Cut and Paste
Copy a Page
Paste Selection
Using Excel to Export and Import Data
Best Practices for using Excel to Export and Import Data
About Exporting Data to Excel
Considerations for Exporting Data
How to Export Data to Excel
BOM Table Worksheets
About Importing Data from Excel
Import Job Monitor and Import Job Information Page
Considerations for Importing All Data
Considerations for Importing Parts
File Format for Importing Parts
Considerations for Importing Product Structures or BOMs
File Format for Importing Product Structures or BOMs
Considerations for Importing Replacements
File Format for Replacements
Considerations for Importing AML/AVL Entries
File Format for Importing AML/AVL Entries
Import Logic When Importing from Excel
How to Import Data from Excel
Canceling an Import Job
Action Items in Excel
Using Packages to Import and Export Data for Offline Collaboration
Sending and Receiving Windchill Packages
The Package Process
Packages: Sending Side
Packages: Receiving Side
External Collaboration Example Using an Export Only Package Delivery and Windchill ProjectLink
External Collaboration Example Using a PTC Windchill 10.2 Package Delivery on a DVD
Best Practices for Working with Packages
Best Practices for Working with Received Deliveries
Supported Objects for Windchill Importable Packages
Setting Package Preferences
Life Cycle and Workflow Templates for Packages
Package Creator Role
Windchill PLM Connector Importable Package Group
Replication Package Administrator Group
Received Delivery Manager Role
Create Package
Working with Package Types
Windchill Packages and Technical Data Packages
Creating a Package
Package and Technical Data Package Information Page
Editing a Package or Technical Data Package
Replication Packages
Creating a Replication Package
Replication Package Information Page
Editing a Replication Package
New Iteration for Replication Packages
Package Content
Revising a Package
Adding Successors
Saving As a New Package
Packages Table
Establishing Package Content
Adding Content to a Package, Technical Data Package, CDRL Package, or SDRL Package
Initially Selected Objects Table
Collection Options
Editing Package Filters
Package Content Table
Adding Content to a Replication Package
Contexts Table
Managing Package Extensions
Locking a Package
Unlocking a Package
Files Table
Create Delivery
Deliveries
Creating and Editing a Delivery
Delivery Information Page
Delivery Content Table
Deliveries Table
Send Delivery
Zipping a Package for Delivery
Format Options
Delivery Options
Manifest Options
Security Options
Packages and CAD File Synchronization
Downloading Package ZIP Files
Sending a Package
Receiving a Package
Obtain Received Delivery Files
Viewing Package Content Offline
Viewing Importable Package Content
Review Manifest
Viewing Package Content Using the Static Manifest
Use Offline Viewer
Viewing Package Content Using the Offline Viewer
Upload Received Delivery Files
Received Deliveries
Upload Received Delivery Files
Received Delivery Management Table
Received Delivery Information Page
Received Delivery Attributes
Received Delivery Files Table
Editing a Received Delivery
Preview Import
Preview Import for a Received Delivery
Define Mapping
Mapping Management Table
Editing Received Delivery Source System Information
Defining Received Delivery Mapping
Context Mapping
Owning Organization Mapping
View Mapping
Life Cycle Mapping
Folder Mapping
Security Label Mapping
Defining Received Delivery Mapping Using a Load File
Import Received Delivery
Importing Received Delivery Files
Importing Incremental Received Delivery Files
Using the Event Management Utility for Received Delivery Import
Reviewing the Import Summary Report for a Received Delivery
Viewing a Received Delivery Import Log File
Reviewing a Received Delivery Import Log
Troubleshooting Received Delivery Import
Defining Received Delivery Conflict Resolutions Using a Load File
Working with Objects Imported Using a Received Delivery
Selecting Life Cycle Templates and Initiating Workflow Processes during Received Delivery Import
Importing Participants with Replication Packages
Additional Windchill Capabilities
Windchill Aerospace and Defense
About WADM Configuration Items and Design Solutions
Product Structure
Upper Level Structure
Configuration Level Structure
Lower Level Structure
Detailed Product Structure Example: Fitting it All Together
Configuration Management Objects: Windchill Parts
Part Types
Part Subtypes
Out-of-the-Box Part Subtypes
Custom Part Subtypes
Configuration Level Details
Configuration Level Effectivity
About Configuration Level Change Management
Change Examples
Change Example 1: Basic Configuration Level Change Management Process
Change Example 2: Multiple Design Solutions for a Change Action
Configuration Level Structure with the Link Object
Link Object Change Example
Change Example: Change Management with Position Information
Administration and Configuration
Managing Parts
Defining Part Subtypes and Relationship Constraints
Custom Part Subtype Examples
Managing Change Objects
Managing Effectivity
Creating a Part for Effectivity Context
Managing Change Directive Effectivity Properties
Configuring the System to Employ the Link Object
Using Windchill Aerospace and Defense Configuration Management Features
Windchill Aerospace and Defense Interface
Object Information Page Tables
About Modification Stack Tables
Object Actions
Product Structure Effectivity Range Filter
Managing Part Structure
Managing the Configuration Level Part Structure
Managing Configuration Level Change
Creating a Change Directive
Generating Change Actions
Fulfilling Change Actions
Change Examples
Managing the Configuration Level with the Link Object
About CDRLs and SDRLs
Creating a CDRL or SDRL
CDRL and SDRL Information Pages
Editing a CDRL or SDRL
About CDRL and SDRL Reports
About Unincorporated Changes
Creating an Unincorporated Change
Approving an Unincorporated Change
Editing an Unincorporated Change
Viewing an Unincorporated Change
Incorporating an Unincorporated Change
Windchill Quality Solutions
Installing the Windchill Quality Management System
Assumptions for Installing QMS
Products Needed to Install QMS
Enabling the Windchill System for Data Entry
Setting Up a Quality Context
Setting Up Team Roles
Adding Quality Action Links to the Home Page
Adding or Importing People and Places
Windchill Quality Solutions Navigation
Editing a Quality Context
Windchill Quality Solution History Timeline
Details Page for a Quality Context
Quality Tasks Table
Using the Design History File and Device Master Record
Tracking Licenses for Windchill Quality Solutions
Using the Training Tracking Function
CAPA Page Overview
CAPA Information Page
CAPA Audit Trail
Nonconformance Page Overview
Nonconformance Information Page
Nonconformance Audit Trail
Customer Experience Page Overview
Customer Experience Information Page
Customer Experience Audit Trail
Quality Teams
Windchill CAPA Roles
Windchill Nonconformance Roles
Windchill Customer Experience Management Roles
Quality Reports
Quality Utilities
Quality Document Administration
Quality Part Administration
Administration of Terminal States for Quality Management Objects
People and Places Administration Overview
Selected People and Places Table
Creating People and Places
People and Places Information Page
Editing People and Places
Quality Classification Trees
Viewing Classification Tree Items
Creating or Updating Classification Tree Items
Importing Items into a Classification Tree
Exporting Items from a Classification Tree
Failure Effects, Failure Modes, and Harm Hazards
Failure Effects Overview
Creating Failure Effects
Editing Failure Effects
Deleting Failure Effects
Failure Modes Overview
Creating Failure Modes
Editing Failure Modes
Deleting Failure Modes
Harm Hazards Overview
Creating Harm Hazards
Editing Harm Hazards
Deleting Harm Hazards
The Windchill CAPA Process
Windchill CAPA Requests
Creating a New CAPA Request
Creating a New CAPA Request from a Nonconformance, Customer Experience, or Existing CAPA
Editing a CAPA Request
Windchill CAPA Reviews
Windchill CAPA Investigations
Action Plans
Internal and External Action Plan Owners
Conducting an Action Plan Task
Creating a Windchill CAPA Plan Approval Package
Change Notices
Conducting the Submit Change Notice Task
Conducting the Complete Change Notice Task
Conducting the Review Change Notice Task
Conducting the Rework Change Notice Task
Conducting the Audit Change Notice Task
Windchill CAPA Action Implementations
Windchill CAPA Action Confirmations
Windchill CAPA Action Effectiveness
Windchill CAPA Effectiveness
Creating a Windchill CAPA Effectiveness Approval Package
Editing a CAPA from Any State
Printing CAPAs
The Windchill Nonconformance Process
Create a New Nonconformance
Evaluate a New Nonconformance
Create a New Nonconformance Investigation
Create a Disposition Plan
Add a Disposition
Edit a Disposition Plan
Perform a Disposition
Edit a Nonconformance from Any State
Printing Nonconformances
The Windchill Customer Experience Management Process
Creating or Editing a Customer Experience
Evaluating a Customer Experience
Customer Experience Activities
Creating a Customer Experience Activity
Responding to a Customer Experience Activity
Reviewing a Customer Experience Activity
Product Activities
Creating a Customer Experience Product Activity
Creating a Customer Experience Product Investigation Activity
Responding to a Customer Experience Product Activity
Reviewing a Customer Experience Product Activity
Processing a Returned Product
Investigating a Product
Regulatory Decisions and Reports
Creating a Regulatory Decision Activity
Entering Decision Details
Viewing a Regulatory Report
Creating or Updating an Australia, Israel, or Japan Regulatory Report
Creating or Updating a Canada Regulatory Report
Creating or Updating a Vigilance Regulatory Report
eMDR Process Overview
Setting Up Electronic Submissions for eMDRs
Creating or Updating an eMDR
eMDR Troubleshooting
Resolving a Delayed eMDR
Resolving an eMDR Submission Failure
Configuring eMDR Blank Values
Approving a Regulatory Report
Submitting a Regulatory Report
Creating a Follow-Up Regulatory Report
Customer Experience Summary and Review
Editing a Customer Experience Object from Any State
Using Failure Codes and FMEA Objects
Printing Customer Experiences
Unique Device Identification
Installing Unique Device Identification
Assumptions for Installing UDI
Products Needed to Install UDI
Enabling Your System for UDI Data Entry
Obtaining a DUNS Number
Obtaining a Digital Certificate
Setting Up a Gateway Account with the FDA
Setting Up a UDI Account with the FDA
Setting Up a Local AS2 Gateway to Test Your Data
Setting Up Preferences in the Preference Management Utility
Working with Unique Device Identification
Setting Up UDI Submissions
Creating and Editing Templates for UDI Submissions
Creating a New UDI Submission in PTC Windchill
Importing and Updating a UDI Submission from a Spreadsheet
Completing the UDI Submission Form
Linking a New UDI Submission to a Part
Viewing Information for UDI Submissions
Customizing Table Views for Multiple UDI Submissions
Validating Multiple UDI Submissions
Approving Individual UDI Submissions
Approving Multiple UDI Submissions
Creating Follow-Up UDI Submissions
Refreshing Source Data in UDI Submissions
Resolving Individual Delayed UDI Submissions
Resolving Multiple Delayed UDI Submissions
Resolving Failed UDI Submissions
Service Information Management
Using Windchill Service Information Manager and Windchill Service Parts
About the Documentation for Windchill Service Information Manager and Windchill Service Parts
About Servigistics InService
About Service Structures
About Information Structures
About Publication Structures
Managing Service Structures
Service Structure Information Page
Service Group or Section Information Page
The Service Structures Tables
Set as Primary Information Structure
Service Structure Attributes
Table of Contents Information Page
Index Information Page
Impacted By Tab of Service Structures
Managing Part Associations in Impacted By Tab
About Impact Analysis Report
Managing Notifications to Modify Service Data Based on Part Updates
Manage Applicability
Assigning Applicability to Objects in a Folder
Managing Service Effectivity
Adding Service Effectivity to Multiple Items
Editing Service Effectivity of Multiple Items
Deleting Service Effectivity of Multiple Items
Assigning Symptoms to a Service Structure
About Part Document Filters
About Part Related Documents Report
Delivery Content Report
About Textual and Graphic Information Elements Requiring Update Report
Building Service Structures
Creating a Service Structure
Service Structure Templates
Service Structure Editing
All Checkouts
All Information Structure Checkouts
Rearranging Service Structure Objects
Create a New Information Structure
Create a New Publication Structure
Saving a Service Structure as a Master Structure
Generating a Publication Structure
Regenerating a Service Structure
Insert New Group or Section
Insert New Multiple Groups or Sections
Insert Existing Group or Section
Insert Existing Service Structure
Information Structure Tab of the Publication Structure
About Auto Populating a Service Structure
Doctype for Auto-Populate Configuration File
Auto Population: Sample Configuration File
Edit Attributes
Collecting Objects Associated with Structures
Service Structure Information Elements
Adding Textual Information Elements
New Textual Information Element
Adding New or Existing Graphic Information Elements
Adding Parts List Information Elements
New Parts List Information Element
Adding New or Existing Documents
Insert Existing Information Element
Adding Content to a Publication Structure from the Information Structure Tab
List of Information Elements Used in Service Structures
Replace Content with a Local Copy
Content Holders for Information Elements
Assigning Choices to Service Structure Objects
Publish Representation
Automated Publishing and Multilingual Output Enabled
Automated Publishing and Multilingual Output Disabled
About Translation Management in Service Structures
Generate a Translation Document for a Structure
Service Structure Translation Packages
Graphical Navigation
About Windchill Service Parts
Windchill Service Parts Folders Page
Folder Contents Table Actions
Windchill Service Parts Information Page
The Windchill Service Parts Structure Tab
The Items Tab
The Applicability Tab
The Visualization Tab
The Related Parts Tab
The Add To Action Set
Viewing Action Set
The Related Objects Action Set
The Publish Action Set
The Service Action Set
Creating a Relationship Between the Source BOM and the sBOM
Service BOM and Source BOM Relationship Overview
About the Service Product Structure Explorer (sPSE)
Opening the Service Product Structure Explorer
Working in the Service Product Structure Explorer
Opening Objects in an Explorer
Selecting Objects in an Explorer
Creating and Editing Parts Lists
Creating a New Parts List Information Element
Opening a Parts List for Editing
Associating a BOM to a Parts List
Adding BOM Parts to a Parts List
Adding Existing Parts to a Parts List
Generating Parts Lists from SBOM Parts
Generating Parts Lists from a Generic Parts List (Template)
Updating Parts Lists after Changes to Source
Identifying Parts Lists Affected by Changes to Source SBOM
Controlling Update Required Notifications
Identifying Changes Made to a Source SBOM Associated with a Parts List
Updating a Parts List after Changes to the Source SBOM
Controls for Automatic Parts List Updates
Removing the Update Required Flag from a Parts List
Update Type for a Parts List During Update
Identifying Parts Lists Affected by Changes to Generic Parts List (Template)
Updating a Parts List after Changes to Generic Parts List (Template)
Parts Lists Requiring Update Report
Editing in the Items Tab
Editing Item Attributes
Editing Common Part Attributes for Parts List Items
Reordering Parts List Items
Sort a Parts List by an Attribute Value
Viewing Parts in a 3D Representation
Managing Parts Lists
Revising Parts Lists
Moving Parts Lists
Saving Parts Lists as New Objects
Collecting Objects Associated with Parts Lists
Deleting Parts Lists
Exporting Parts Lists
Importing Parts Lists
Managing Applicability
Assigning Applicability to a Parts List
Creating an Option Set
Assigning Choices to Part Usages
Filtering the Display of Parts
Filtering on Options
Filtering on Service Effectivity
Filtering on Attributes
Applicability for BOM Parts
Applicability for Parts List Illustrations
Service Replacement
Manage Replacements
Managing Alternate Parts
Managing Substitute Parts
Managing Supplementary Parts
Managing Superseded Parts
Parts List Illustrations
Creating and Updating Parts List Illustrations
Creating and Updating Parts List Illustrations Using Windchill Workgroup Manager
New Illustration
Update Illustration
Add an Illustration to a Parts List
Remove an Illustration from a Parts List
Illustrations in a Parts List
Generating XML for Creo Illustrate
Creating Parts List Representations
PDF and Bundle Publishing
Windchill Service Parts REST APIs
About Windchill Service Information Manager - S1000D Module
Getting Started
License Administration for S1000D
About the PTC Service Information Manager S1000D License and PTC Service Parts S1000D License Profiles
S1000D License Usage Tracking
S1000D SNS Sets Product and S1000D Look-up Library
S1000D Products and Libraries
User Roles
S1000D Library Management
Add a New Library
Amend the Library Contents
Attaching Storage or Shipping Part
Country Codes
Fitment Codes
Issue Types
Item Codes
Item Location Codes
Language Codes
Manufacturers
Material Item Category Codes
Notations
Security Classifications
Select or Manufacture From Identifier
Services and Models
Add a New Service
Add a New Model
Remove or Rename Services and Models
Technical Information Repository Codes
Manage the S1000D Library Team
S1000D Product Management
Add a New S1000D Product
Configure an S1000D Product
Configure S1000D Product Preferences
Product Configuration for Publishing Rules
Information Code Management
Add Information Codes
Delete Information Codes
Include S1000D Attributes for Parts
Populating the Product
S1000D Object Initialization Rules (OIR) Administration
Customization
Advanced Customization
Change-based OIRs
Content Holder (Part)- and S1000D Content (EPM Document)-based OIRs
Structure-based OIRs
Library-based OIRs
Working with the Information Structure in S1000D
Open an Existing Product
Add New SNS Node
Add Multiple New SNS Nodes
Update SNS Node Attributes
Add Information Elements
Add a BREX Data Module
Create a New Data Module
Create a New Model Identification-based ICN
Create a New CAGE Code-based ICN
ACT/CCT Data Modules
Manage Applicability
Purge Data Module from Information Structure
Editing Data Modules
Change Referenced BREX
Insert Referenced Data Modules
Illustrations
Include Secondary Content Attachment with an Illustration
Insert Illustrations
CIR/TIR Data Modules
Insert a CIR Reference
Working with the Publication Structure in S1000D
Create a Publication
Add Generated Front Matter to a Publication
Add Content to a Publication Structure
Add an External Publication Reference
Windchill Service Parts - S1000D Module
Working with the Windchill Service Parts - S1000D Module
Create a New Parts List
Add Parts to an AAD Parts List
Associate a Parts List with an IPD
Disassociate a Parts List from an IPD
Link Parts List Illustration to ICN
Generate Content of an IPD from a Parts List
Generate Content of an ICN
Additions to the Parts List Editor User Interface
New Parts List Information Element Dialog Box
Service Model Information Tab
Changes to the Related Objects Tab
Changes to the Items Tab
Changes to the Edit Attributes Dialog Box
Changes to the New Part Dialog Box
Publishing
Publication States
Set Publication State
Filter a Structure
Publishing to PDF
Publishing to Servigistics InService A&D
Publish SNS to Servigistics InService A&D
View Published SNS File
Publishing Content to Servigistics InService A&D
Generate Servigistics InService A&D Information Type TOC File
View Generated Information Type TOC File
Baselines and Incremental Publishing
Illustrated Parts Data (IPD) Modules
Adding Information to Publications
S1000D Business Processes
Life Cycle of Data Modules
Life Cycle of ICNs
S1000D Life Cycle Templates
AAD Part List Life Cycle
Library Meta Object Life Cycle Template
S1000D Change Notice Life Cycle
S1000D Change Request Life Cycle
S1000D Change Task Life Cycle
S1000D ICN Holder Life Cycle
S1000D Interchange Document
S1000D_4-0-1 Data Module Holder
S1000D_4-0-1 DM Lifecycle Template
S1000D_4-0-1 ICN Lifecycle Template
S1000D_4-0-1 Publication Module
S1000D_4-0-1 Publication Structure Lifecycle Template
S1000D_4-1 DM Lifecycle Template
S1000D_4-1 ICN Lifecycle Template
S1000D_4-1 Publication Module
S1000D_4-1 Publication Structure Lifecycle Template
Allocate Users to Data Modules
Change Users for Data Modules
Release a Data Module for Authoring
Release a Data Module for Verification
Raise Issue of a Data Module
Issue a Data Module
Raise Issue of an ICN
Issue an ICN
S1000D Change Requests
Life Cycle of S1000D Change Requests
Create Change Request
Amend Change Request
Delete Change Request
Data Interchange
Create a New Data Dispatch Note
Create a New Data Module List
Lifecycle of Data Interchange Objects
Export an S1000D Package
Import an S1000D Package
Importing Data
Applicability
Importing ACT/CCT Applicability Data
ACT Applicability Data
CCT Applicability Data
Importing PCT Applicability Data
Manage Applicability in Data Modules
Additions to the Windchill Service Information Manager
Information Control Numbers (ICN)
Model Identification Code
CAGE Code
Create a CAGE Based Entities node
Additions to the User Interface
Information Element List
Information Element List Preferences
Filtering the Information Element List
Edit Document Dialog Box
Set Up Participants Page
Raise Issue
Release For Verification Page
Set For Rework Page
Verification Page
Unverify
New Product Dialog Box
Edit Product Dialog Box
Insert New Group Dialog Box
Insert New Multiple Groups Dialog Box
Insert New Document Dialog Box
Insert New Illustration Dialog Box
Model Identification-based ICN
CAGE Code-based ICN
Insert New Data Dispatch Note Dialog Box
Insert New Data Module List Dialog Box
Create New Publication Structure Dialog Box
Create New External Publication Ref Dialog Box
Insert New Publication Section Dialog Box
Insert New Multiple Publication Sections Dialog Box
Edit Attributes (Publication Structures) Dialog Box
Purge Object Dialog Box
Publish Representation
Export S1000D Package Dialog Box
Edit Option Dialog Box
Option Filter Tab
Additions to Servigistics Arbortext Editor
Connect to the Windchill Server
Working with the S1000D Module
View Allocated Tasks
Edit the Data Module
Add Applicability to a Data Module
Insert an Illustration
Set up Fallback Mechanism for Secondary Content of an Illustration
Using Hotspotted Graphics
Validate Data Module Against the BREX
Validate Data Module for Entity Usage
Save the Data Module
Publish PDF from Servigistics Arbortext Editor
Additions to the User Interface
S1000D menu
S1000D Dialog Boxes
Brex Validation Dialog Box
Browse Brex Dialog Box
Browse Data modules Dialog Box
Browse Graphic Entities Dialog Box
Information Repository References Dialog Box
Create ICN Dialog Box
Information Control Number (Model Identifier-based ICN)
Information Control Number (CAGE-based ICN)
Attachments (ICN)
Entities Validation Dialog Box
Graphic Entities Dialog Box
Insert Common Information Repository Reference Dialog Box
Set Assert Dialog Box
Tasks Dialog Box
Troubleshooting
Troubleshoot Performance on Linux Servers
Troubleshoot a Content Import
Troubleshoot a BREX Validation Action
Troubleshoot a Publishing Process
About Service Publishing
Publishing from a Service Structure
Publishing a PDF or a Bundle from a Publication Structure
Publishing a Bundle from an Information Structure
Republishing an Incremental Bundle Representation
Publishing a Parts List
Publishing a PDF or Graphical Structure from a Parts List
Configuration Guide
Windchill Service Information Manager Overview
Windchill Service Information Manager Setup and Configuration
Managing Information Elements
Managing Dynamic Document Templates
Service Product Setup
Service Roles for an Existing Product
Adding Service Roles to a Product
Setting Up an Information Structure
Setting Up a Publication Structure
Service Preferences for an Existing Product
Setting Service Preferences
Preferences for Regenerating a Service Structure
Service Object Initialization
Autonumbering for Service Subtypes
Service Folder Defaults
Service BOM and Parts Lists for an Existing Product
Defining Options with Advanced Expressions
Setting Up Translation
Setting Up Languages
Available Languages
Source Languages
Setting Behavior when Authoring Language is Null
Target Languages
Setting Up Translated Text Attributes
Creating Translated Text Attributes
Adding Translated Text Attributes to Attribute Layouts
Adding Translated Text Attributes to Table Views
Deleting Translated Text and Source Text Attributes
Specifying Authoring Language for New Service Objects
Importing Existing Translations
Removing Support for Multiple Languages
Using Translated Text Attributes
User Language Configuration Settings and Translated Text Display
Searching with Translated Text
Searching with Translated Text — Examples
Translation Management Support
Notes and Limitations
Translation Workflow States
Translation Configuration Process
Translation Preferences
Setting Up Dynamic Documents
Security Labels on Documents
Configuring Attributes
Defining Attribute Sets
Mapping Part Attributes to Parts List Item Attributes
Service Publishing Setup
Service Publishing Process
Configuring Publishing for Service Documents
Service Worker and Publishing
Configuring Multiple SIS Workers
Service Publishing Rules for WVS
Creating Service Publish Rules
Service Worker Parameters
Graphic File Formats and Media Objects
Graphic Conversion Support
Service Application Sample Document Type
Bundle Publishing Output
Publishing an Information Structure
Publishing a Publication Structure
Publishing a Parts List
Windchill Service Information Manager Translation Management
About Translation Management
Managing Translation
XLIFF Documents for Translation
About Translating Creo Illustrate (.c3di) Files
Translation Packages
Creating a Translation Package
Create Translation Package
Cancel Translation Package
Partial Import of Translation Packages
Managing Translation Objects
Validating File Contents of Translated Packages
Translation Dashboard Table
Translation Content Table
Replace Translation Source
Translation and Quotation Logs and Manifests
Customizing Windchill Service Information Manager and Windchill Service Parts
Customizing Windchill Service Information Manager Overview
Customizing Information Elements
Enabling Tabs
Customizing Translation Creation Hook
Customizing Hook to Generate or Regenerate New Part Structure
Attribute Propagation and Custom Object Persistence
Adding Custom Content or Files to a Translation Package
Custom Hook to Validate Incoming Translated Content
Custom Hook to Pre-populate Target Languages for Translation
Customizing Windchill Service Parts Overview
Customizing Service Product Structure Explorer
Customizing Windchill Service Parts
Defining Custom Locations for Configuration Files
Customizing Service Effectivity Overview
Customizing Service Effectivity
Creating a Custom Service Effectivity Configuration Panel
Custom Product Models
Understanding Product Hierarchy
Customizing Publishing
Understanding the Publishing Process
Connecting to Arbortext Publishing Engine
WVS and Worker Setup
Service Application
Technical Information Application
Service Publishing Rules
Payload and Manifest
Associating Configurable Describe Documents to a Part
Applicability in Publishing
Advanced Customization of Publishing
Windchill Supplier Management
Windchill Supplier Management Overview
Windchill Supplier Management Introduction
Representing Manufacturers and Vendors Within Your Organization
Understanding OEM Parts, Manufacturer Parts, and Vendor Parts
Identifying Object Types Used in Windchill Supplier Management
Using AMLs and AVLs
Relationships Between OEM and Supplier Parts
Part Sourcing Status
Identifying the Sourcing Status of Parts
Other Useful Capabilities of Windchill Supplier Management
Tasks and Administrative Privileges
Windchill Supplier Management Administration
Administrative Setup and Configuration Overview
The Sourcing Administrator
Organizations Representing Manufacturers and Vendors
Getting Started with Windchill Supplier Management
Adding and Removing the Sourcing Administrator
Enabling the Sourcing Administrator to Create Supplier Organizations
Creating a Supplier Organization
Customizing Manufacturers and Vendors
Navigating Windchill Supplier Management
Suppliers
Creating a New Supplier
Specifying a Supplier Organization
Supplier Information Page
Adding or Editing a Contact
Adding a Document
Subscribing to the Supplier Events
Editing Supplier Attributes
Setting the Supplier Life Cycle
Modifying the Life Cycle Template for a Supplier
Sourcing Contexts
Creating a New Sourcing Context
Viewing the Information Page for a Sourcing Context
Renaming the Sourcing Context
Changing the Description and Attributes of a Sourcing Context
Sourcing Rules
How Sourcing Rules are Applied
Creating New Rules
Assigning a Sourcing Status to a Rule
Editing the Sourcing Rule
Disabling and Enabling Rules
Executing Rules
Viewing the Information Page for the Sourcing Rules
Reports
Supplied Parts Table
Vendor Line Card Report
Who Can Modify the AML/AVL and the Sourcing Status
Loading Parts and Part Relationships
Configuring the Numbering of Supplier Parts
Configuring the Sourcing Status Values
Working with Manufacturer and Vendor Parts
Information Page for the OEM Part
Creating an OEM Part
Creating New Manufacturer and Vendor Parts
Information Page for a Manufacturer or Vendor Part
Selecting the Sourcing Context
Managing the AML/AVL
Managing the AML/AVL From the Structure Tab
Adding a Manufacturer Part
Adding a Vendor Part
Accessing the AML/AVL for All Sourcing Contexts
Modifying the Sourcing Status
Updating Part Relationships
Saving an AML/AVL in a Different Context
Working with the AML/AVL in the Product Structure Explorer
Searching for a Sourcing Context
Adding New Manufacturer and Vendor Parts in the Product Structure Explorer
Replacing and Copying Manufacturer and Vendor Parts
Actions Available on the AML/AVL Tab
Adding a Manufacturer Part to the AML/AVL in the Product Structure Explorer
Adding a Vendor Part to the AML/AVL in Product Structure Explorer
Removing Manufacturer or Vendor Parts
Handling Vendor Parts Associated to Manufacturer Parts in the Product Structure Explorer
Changing the Sourcing Status of a Manufacturer or Vendor Part
Annotating AMLs and AVLs
Windchill Search
Advanced Search
Viewing Advanced Search Results
Configuring Search with User Preferences
Classification Search
Obtaining Reports
Product Structure Reports
AML/AVL Where Used Table
Comparing OEM and Supplier Parts
History Reports
Other Operations
Part Request Process
Overview of the Part Request Process
Sample Part Request
Fast Track Part Request Workflow
Working with Part Requests
Initiating a Part Request
Creating a New Part Request
Submitting a Part Request Later
Editing a Part Request
Finding a Part Request
Canceling a Part Request
Resubmitting a Part Request
Subscribing to a Part Request
Accessing Part Request Tasks
Part Request Reports
Viewing the Information Page of the Part Request
Configuring the Part Request Process
Part Request Team Definition
Templates Used with the Part Request Process
Part Request Process Roles
Life Cycle States of the Part Request Process
Configuring Subtypes of a Part Request Object
Adapting a Part Request Process to the Needs of Your Company
Using DTDs for Loading Supplier and Part Data
DTD Files for Loading and Importing Supplier Data
Using csvmapfile.dtd
Elements of the csvmapfile.dtd
Loading Global Attributes
csvCreateWTOrganization Element
csvCreateSupplier Element
csvEndSupplier Element
csvAddContactToSupplier Element
csvAddDocumentToSupplier Element
csvSourcingContext Element
csvEndSourcingContext Element
csvManufacturerPart Element
csvBeginManufacturerPart Element
csvEndManufacturerPart Element
csvVendorPart
csvBeginVendorPart Element
csvEndVendorPart Element
csvAddAML Element
csvAddAVL Element
csvRemoveAML Element
csvRemoveAVL Element
csvSetAMLPreference Element
csvSetAVLPreference Element
Using suma_ixb.dtd
Loading Manufacturer and Vendor Parts
Loading AML/AVL Entries
Loading a Sourcing Context
Sample XML Files
XML File for Importing a Vendor Part
XML File for Importing a Manufacturer Part
XML File for Importing a Sourcing Context
XML File for Importing an Entry in an AML and AVL
XML File for Importing an Entry in an AVL
Sample Input File for the LoadFileSet Utility
Approved Manufacturer Part List (AML)
Manufacturing Process Management
Windchill MPMLink Overview
What Can MPMLink Do for Me?
Key Manufacturing Concepts and Terminology
Manufacturing Documents
Manufacturing Life Cycles
Manufacturing Links
Equivalent Links
Equivalent Occurrences
Compatibility Links
Active Manufacturing Assemblies
Phantom Manufacturing Parts
Control Characteristics
Alternate BOMs
ERP Data
Enterprise Data
MPMLink Browsers
Using the Manufacturing Associative Part Structure Browser
Manufacturing Associative Part Structure Browser Task Tabs
About Task Tabs
Information Tab
Uses Tab
Documentation Tab
Plants Tab
Equivalent Parts Tab
Equivalent Occurrences Tab
Part Selection Tab
Process Plans Tab
Alternate BOM Tab
Control Characteristics Tab
Where Used Tab
Distribution Target Tab
Using Explorer Menu in Manufacturing Associative Part Structure Browser
Using the Manufacturing Resource Browser
Manufacturing Resource Browser Task Tabs
Formula Set Tab
Compatibility Tab
Creating a Compatibility Link
Using the Process Plan Browser
Process Plan Browser Task Tabs
Formula Set Tab
Control Characteristics Tab
Standard Procedures Tab
MPMLink Explorers
Structure Pane of a Manufacturing Explorer
Structure Icons
Occurrence and Equivalence Icons
About the Process Plan Explorer
About Process Plan Explorer Tabs
Information Tab
Uses Tab
Operations Table
Sequences Table
Documentation Tab
Related Tab
Referenced Standard Procedure Table
Manufacturing Capability Table
Available Actions
Related Parts Table
Constrained Operations Table
Plants Tab
Process Plan Selection Tab
Part Selection Tab
Manufacturing Standard Selection Tab
Resource Selection Tab
Resource Allocations Tab
Work Center Allocations Table
Processing Resources Table
Control Characteristics Tab
Part Allocations Tab
BOM Allocated Parts Table
Operated On Parts Table
Distribution Target Tab
About the Manufacturing Standards Explorer
About Task Tabs
Information Tab
Uses Tab
Documentation Tab
Compatibility Tab
Creating a Compatibility Link
Compatibles Table
Compatible With Table
Plants Tab
Related Tab
About the Manufacturing Resource Explorer
About Task Tabs
Information Tab
Uses Tab
Documentation Tab
Compatibility Tab
Creating a Compatibility Link
Compatibles Table
Compatible With Table
Equivalent Parts Tab
About Equivalent Parts and Resources
Upstream Equivalent Parts Table
Latest Non- Linked Iteration of Upstream Parts Table
Downstream Equivalent Parts Table
Latest Non- Linked Iteration of Upstream Parts Table
Plants Tab
Creating a Plant
Formula Sets Tab
Manufacturing Standard Selection Tab
Resource Selection Tab
Distribution Target Tab
About the Manufacturing Product Structure Explorer
Working in Dual Navigation Pane Mode
About Windchill MPMLink Explorer Menus
File Menu
Edit Menu
View Menu
Selected Menu
About Task Tabs
Information Tab
Uses Tab
Documentation Tab
Plants Tab
Equivalent Parts Tab
Upstream Equivalent Parts Table
Latest Non- Linked Iteration of Downstream Parts Table
Downstream Equivalent Parts Table
Latest Non- Linked Iteration of Upstream Parts Table
Equivalent Occurrences Tab
About Occurrences and Reference Designators
Upstream Equivalent Occurrences Table
Downstream Equivalent Occurrences Table
Part Selection Tab
Process Plans Tab
Alternate BOM Tab
Control Characteristics Tab
Where Used Tab
Distribution Target Tab
Setting Your Default View Preference
Editing User Preferences
MPMLink Filters
Editing a Windchill MPMLink Structure Filter
Setting Path Filters
Working With Manufacturing Objects
Dragging and Dropping in Associative Structure Browsers
Dragging and Dropping in Explorers
Cutting, Copying, and Pasting in Associative Structure Browsers
Opening Objects in Explorers
Selecting Objects in Explorers
About Assigned Item Choices and Variants
Editing Assigned Item Choices
Assigning Part Tags
Associating a Document with an Object
Assigning Plants to Objects
Creating a New Branch
Using the Tree Picker
Using the Visualization Panel
Working with Alternate Units
Visualizing Windchill MPMLink Objects
Viewing Windchill MPMLink Objects in Creo View
Viewing Manufacturing Objects in the Visualization Tab
Exporting from Windchill MPMLink
Conditions for Exporting
Exporting Windchill MPMLink Objects
After Exporting
Exportable Windchill MPMLink Objects
Working with Manufacturing Resources
Plant Information Page
Work Center Information Page
Process Material Information Page
Skill Information Page
Tooling Information Page
Resource Group Information Page
Creating a New Resource
Inserting an Existing Resource
Pasting a Resource as a New Instance
Working with Resource Categories
Changing a Resource Category
Building Resource Hierarchies
Inserting an Existing Resource Into Another Resource Hierarchy
Associating Resources with an Equivalent Part
Visualizing Manufacturing Resources
Incremental Loading in MPMLink Browsers
Visualizing Windchill MPMLink Objects
Working with Creo View
Viewing Windchill MPMLink Objects in Creo View
Creating an mBOM from an eBOM
Consuming Parts in an Operation
Creating Windchill MPMLink Object Annotations
Creating Representations and Saving Annotations
Viewing Allocated Parts and Resources
Working with Control Characteristics
Creating Control Characteristics Using Creo View
Viewing Control Characteristics in Creo View
WebGL in MPMLink
Working with Product Structures and Bills of Materials
Using the Manufacturing Associative Part Structure Browser
Opening a Part as Upstream or Downstream BOM in Associative Structure Browsers
Viewing Object Attributes
Editing Object Attributes
Managing Equivalent Occurrence Links
Creating an Equivalent Occurrence Link in Manufacturing Associative Part Structure Browser
Removing an Equivalent Occurrence Link in Manufacturing Associative Part Structure Browser
Transforming an eBOM into an mBOM
Creating an Equivalence Link
Viewing Equivalence Links
Removing Equivalence Links
Finding Equivalence Links
Updating Equivalence Links
Removing Occurrences
Cutting and Pasting Equivalent Occurrences
Updating Downstream Occurrence Positioning in Associative Structure Browsers
Creating Alternate BOMs
Updating an Alternate BOM Number
Creating a Control Characteristic in an Explorer
Allocating a Resource to a Control Characteristic in the Process Plan Explorer
Allocating a Control Characteristic to an Operation in the Process Plan Explorer
Editing a Model Item Relationship to a Control Characteristic
Revising Parts with Equivalence Links
Adding Parts with Associative BOM Links
Adding Parts using Assemble As
Creating a One-off Version
Extending BOM Equivalences in Explorers
Extending BOM Equivalences in Associative Structure Browsers
Reconciling Differences with the Manufacturing Product Structure Explorer
Selecting Parts to Compare
Equivalence Comparison Report
Displaying BOM Differences in Associative Structure Browsers
Splitting Usage Links in Associative Structure Browsers
Defining a Quantity for Usage Splitting
Viewing Alternates and Substitutes
Defining Alternate Parts
Defining Substitute Parts
Publishing Bills of Materials
Creating ERP Data
Working with Process Plans and Standard Procedures
Process Plan Information Page
Using the Process Plan Browser
Creating and Managing Process Plans
Viewing a Process Plan Playback
Defining Playback Options
Viewing and Working with a Plant Layout
Associating Parts to Process Plans
Referencing a Standard Procedure
Removing a Standard Procedure Reference Link
Working with Standard Control Characteristics in Windchill MPMLink
Creating Standard Control Characteristics in Windchill MPMLink
Editing Standard Control Characteristics in Windchill MPMLink
Editing Common Attributes of Standard Control Characteristics in Windchill MPMLink
Managing Objects Related to Standard Control Characteristics in Windchill MPMLink
Managing Representations of Standard Control Characteristics in Windchill MPMLink
Working with Control Characteristics in Explorers
Creating a Control Characteristic in an Explorer
Allocating a Resource to a Control Characteristic in the Process Plan Explorer
Allocating a Control Characteristic to an Operation in the Process Plan Explorer
Launching a Control Characteristics Allocations Report in the Process Plan Explorer
Editing a Model Item Relationship to a Control Characteristic
Working with Control Characteristics in Manufacturing Associative Part Structure Browser
Inserting an Existing Control Characteristic
Inserting a New Control Characteristic
Removing a Control Characteristic
Copying and Pasting a Control Characteristic
Viewing Information about Control Characteristic
Updating a Model Item
Show or Hide Information about a Control Characteristic in Manufacturing Associative Part Structure Browser
Associating a Document with a Standard Control Characteristic
Working with Control Characteristics in Process Plan Browser
Inserting an Existing Control Characteristic
Inserting a New Control Characteristic
Removing a Control Characteristic
Copying and Pasting a Control Characteristic
Viewing Information about Control Characteristic
Assign Control Characteristic from Process
Assign Control Characteristic from Product
Updating a Model Item
Associating a Document with a Standard Control Characteristic
Managing Control characteristics using Tree Picker in Process Plan Browser
Working with Operations
Operations Information Page
Using the Operation Structure Tab
Creating Operations
Creating Illustrations in a Process Plan Operation
Managing Illustrations using Creo Illustrate
Opening an Illustration in Creo Illustrate
Updating an Illustration
Creating Operations Using Existing Manufacturing Capabilities
Assigning Formulas to Operations
Generating Operations Using NC-XML Files
Duplicating an Operation
Viewing Manufacturing Capabilities Used by an Operation
Adding a Constraint to an Operation
Assigning a Work Center
Localizing Operations
Allocating a Processing Resource to an Operation
Working with Standard Operations
Managing Standard Operations
Creating a Standard Operation
Reusing a Standard Operation
Allocating a Part Under the Standard Operation
Removing a Standard Operation
Deleting a Standard Operation
Working with Work Centre and Processing Resources in Process Plan Browser
Allocating a Work Center to an Operation in Process Plan Browser
Allocating a Processing Resource to an Operation in Process Plan Browser
Allocating Parts
Allocating Parts from the Visualization Panel
Allocating Parts from the BOM
Allocating Parts to an Operation and Adding Them to the BOM
Allocation Types
Working with Operated On Parts
Allocating Parts Using Delegates
Removing a Part Allocation
Part Allocations Report
Orphan Allocated Parts
Viewing Allocated Parts
Defining the Appearance of Allocated Parts
About Sequences
Sequences Information Page
Using the Sequence Structure Tab
Creating Sequences
Viewing a Work Instruction
Using the Illustration Editor
About Manufacturing Capabilities
Manufacturing Capability
Inserting a New Manufacturing Capability
Associating Resources with Manufacturing Capabilities
Inserting an Existing Manufacturing Capability
Associating a Standard Procedure with a Manufacturing Capability
Inserting an Existing Manufacturing Standard Procedure into a Manufacturing Standard Group
Manufacturing Standard Groups
Creating a New Manufacturing Standard Group
Inserting a New Manufacturing Standard Group
Inserting an Existing Manufacturing Standard Group
Inserting a New Capability to a Manufacturing Standard Group
Inserting New Standard Group to a Manufacturing Standard Group
Inserting an Existing Capability to a Manufacturing Standard Group
Inserting an Existing Manufacturing Standard Procedure to a Manufacturing Standard Group
Inserting Standard Operations to a Manufacturing Standard Group
Copy and Paste a Standard Operation in a Manufacturing Standard Group
Checking Out a Manufacturing Standard Group
Checking In a Manufacturing Standard Group
Renaming a Manufacturing Standard Group
Working with the Manufacturing Gantt Explorer
Viewing Gantt Object Properties
About the Gantt Chart Panel
About the Gantt Resource Usage Panel
About the Gantt Resource Loading Panel
Adding Constraints to the Manufacturing Gantt Explorer
Updating Constraints in the Manufacturing Gantt Explorer
Viewing Alternate Sequences
Searching for Objects
Entering Takt Times
Exporting to Microsoft Project
Entering Lot Quantities
Viewing Gantt Object Properties
Navigation Criteria Information
Publishing MPMLink to Production Systems
Publishing Process Plans
Publishing Operations and Sequences
Publishing Resources
MPMLink Explorer Customization Overview
XML Configuration Files
General MPMLink Explorer Customizations
Changing the Availability of Windchill MPMLink Explorers
Changing Default Units of Measure
Adding Custom Attributes to a Creation Wizard
Customizing the Product Structure Explorer (PSE)
Customizing PSE Menus, Toolbars and Popup Menus
Objective
Background
Scope/Applicability/Assumptions
Intended Outcome
Solution
Prerequisite knowledge
Solution Elements
Procedure — Customizing the Toolbar
Customization Points
Customizing a Popup Menu
Limitations
Customizing PSE Table Display
Objective
Background
Scope/Applicability/Assumptions
Intended Outcome
Solution
Prerequisite knowledge
Solution Elements
Procedure
Customization Points
Customizing PSE for Subtypes
Objective
Background
Scope/Applicability/Assumptions
Intended Outcome
Solution
Prerequisite knowledge
Solution Elements
Procedure
Further customization
Customization Points
Customizing PSE to Handle Modeled Subclasses
Objective
Scope/Applicability/Assumptions
Intended Outcome
Solution
Prerequisite knowledge
Solution Elements
Procedure – Customizing PSE to Handle Modeled Subclasses
LogicalAttributes.xml
PSE Tables and Panels
Customized command delegates
Writing a Copy Delegate for a Custom Class
Creating a Copy Delegate
Configuring a Copy Delegate
Customization Points
Customizing Localizable Labels and Enumerations
Other Resources
Customizing PSE Structure Queries
Objective
Background
Scope/Applicability/Assumptions
Intended Outcome
Solution
Prerequisite knowledge
Solution Elements
Procedure
Customization Points
Customizing Attribute Displays within Section Headings
Customizing the Display of Attributes in Groups
Expanding/Collapsing the Display Groupings
Customizing the Number of Columns to Display
Customizing Tabs - Configure Existing Tabs with Subtabs
Allow Additional Steps During New Object Creation
Type Picker Display Customization
Disabling Actions by Object Type
Validator isValidTypeValidator
Creating a Requirements Tab
Updating the <TabSet> element to include the Requirements tab
Define a <Tab> element for the Requirements tab
Define the <AssociationTable> element for the Requirements tab
Define the <StructureAuthorDefinition> element for the association table
Define the <StructureDefinitionSimple> element for the part to requirement association
Define the <Table> element for the Requirement type
Define the menus for the Requirements tab
Define the labels, tool tips and mnemonics for the Requirements tab
Define <ActionDefinition> elements referred to in the <MenuItem> elements
Define the ActionDefinition Element for the Fulfill Requirements Action
Define the ActionDefinition Element for the Generate Change Actions Action
Define the ActionDefinition Element for the View Effectivity Log Action
Implement an 'enabled decider' class to control when the tab is enabled
Customizing Configurable Links in PSE and MPSE
Customizing the Manufacturing Product Structure Explorer
Updating Subtype Attributes
Customizing MPMLink Advanced Lifecycle Management with Object Initialization Rules
Customizing the Process Plan Explorer
Creating Custom Formulas
Enabling the Periodic Time and Cost Formula
Changing Units of Measure for Cumulated Time and Cost
Customizing Work Instructions
JSPs Used in Work Instructions
Info*Engine Tasks Used in Work Instructions
Work Instruction Properties
Work Instruction Customizations
Changing Operation Numbering
Customizing MPMLink Browsers
Configuring Browser Tab Visibility
Adding Action Icons to Associative Structure Browsers
Customizing Associative Structure Browser Object Transform Defaults
Customizing Associative Structure Browser Object View Defaults
Launching JSP-Based Custom Pages
Windchill PartsLink
Configuring Windchill PartsLink
Preparing to Use Windchill PartsLink
Windchill PartsLink Properties
Classification Binding Attributes
Nesting Classification Groups
Displaying Attribute Values with Units
Manually Indexing a Classification Structure
Troubleshooting Windchill PartsLink
Managing Access for Windchill PartsLink
Adding Classification Administrators
Windchill PartsLink Profile Actions
Allow Classification Administrators to Create Reusable Attributes
Enumeration Access for Non-Administrative Users
Classification Administration
Classification Structure
Export a Classification Structure
Import a Classification Structure
Import Classification Structure from CSV File
Classification Nodes
Insert Classification Nodes
Modify Classification Nodes
Node Information Page
Node Layout
Autonaming Rules
Classification Attributes
Add Classification Attributes
Gathering Common Attributes
Moving an Attribute to a Parent Node
Attribute Information Pane
Default Values Tab
Visibility Tab
Classification Constraints
Add Constraints
Modify Classification Constraints
Classifying Parts in Windchill
Searching for Classified Parts
Advanced Classification Search
Classification Explorer
Classification Explorer Search Scenarios
Finding Similar Parts
Classification Search Results
Basic Administration
Administering Windchill
Getting Started with Windchill Administration
Administering Windchill Solutions—an Introduction
Regarding Servigistics Arbortext Content Manager
Regarding Pro/INTRALINK
Regarding Windchill PDM Essentials
Regarding Global Product Development Package I
Logging On as the Administrator
Working With the Initial Organization Context
Establishing Administrators
Organization Administrators
Windchill PDMLink Administrators
Creating a Product or Library
Windchill ProjectLink Administrators
Creating a Project or Program
Creating Users to Select as Administrators
Establishing End Users
Using an Enterprise Directory Service
Using the Participant Administration Utility
The Next Steps
Administration Overview
Your Installed Windchill Architecture
Your Installed Windchill Environment
Managing Your System
Managing User Access to Data
Product and Library Hierarchy
Program and Project Hierarchy
Hierarchy for Integral Windchill Solutions
Managing Access to Data through Access Control Rules
Shared Teams
Product, Library, Project, and Program Contexts
Contexts using Share Teams
Contexts with Private Access
Products and Libraries without Private Access
Projects and Programs without Private Access
Setting Up User Access to Data
Managing Access to Data through Team Memberships
Managing Users
Managing Data
Data Types
Subtypes
Visualization Data
CAD Data
Dynamic Document Data
Document Data
Part Data
Auditing
Managing Windchill Processes
Planning Object State Change Policies
Managing User Collaboration
Additional Administrative Groups
Post-Installation Activities
Contexts – Distributed and Hierarchical Administration
Contexts—An Administrative Overview
Context Administrative Items
Context Configuration
Editing the Context Configuration
Context Structure
Installed Site Context Structure
Editing Context Structure
Context Participation
Installed Site Context Participation
Roles
Groups
Editing Context Participation
Context Policies
Installed Site Context Policies
Access Control Rules for / (Root) Domain
Access Control Rules for /User Domain
Access Control Rule for /User/Unaffiliated Domain
Access Control Rules for /Default Domain
Access Control Rules for /System Domain
Indexing Rule for / (Root) Domain
Updating Context Policies
Context Data Types and Attributes
Installed Site Context Data Types and Attributes
Editing Context Data Types and Attributes
Templates
Installed Site Templates
Organization Context Templates
Workflow Templates
Life Cycle Templates
Team Templates
Document Templates
Project Templates
Program Templates
Product Templates
Library Templates
Report Templates
Task Form Templates
Editing Templates
Removing, Hiding, or Disabling Templates
Managing Document Template Preferences
Object Initialization Rules
Installed Site Object Initialization Rules
Adding and Changing Object Initialization Rules
Context Preferences
Creating the Contexts from which Users Work
Using Out-of-the-box Context Templates
Administering Domains and Policies
Context and Domain Hierarchy Overview
Domains in the Site Context
Creating Domains
Defining Domain-based Policies
Using the Policy Administration Utility
Specifying Policy Rules in a Context Template
Assigning Domains to Folders in Solutions with Products and Libraries
Organization Domain Algorithm
Using Dynamic Roles
Using Dynamic Roles in a New Organization
Using Dynamic Roles in an Existing Organization
Administering the Numbering of Parts, Documents, CAD Documents, Managed Baselines, and Change Objects
Out-of-the-box Numbering Schemes
Changing Numbering Schemes
Administering the Versioning of Parts, Documents, and CAD Documents
Understanding the Use of Versioning Schemes
Master
Version
Revision
Iteration
Initial Versioning Rules
Preferences for Revision Labels
Changing Versioning Schemes
Administering Preferences
Best Practices for Monitoring and Maintenance
Managing Data
Preference Management
Setting a Preference
Deleting Preference Child Instances
About Application Context Preferences
About Locking Preferences
Locking a Preference
Unlocking a Preference
Product and Library Administration
Understanding Products and Libraries
Product and Library Administrators Overview
Typical Duties of Product and Library Administrators
Managing Team Members and Roles
Establishing Roles
Controlling the Visibility of Actions
Overriding Profiles
Moving Objects
Additional Product and Library Team Information
Managing Folders
Managing Templates
Managing Object Initialization Rules
Viewing and Managing Access Policies
Configuring Numbering and Versioning Schemes
Managing the Life Cycle of Parts, Documents, CAD Documents, and Dynamic Documents
Managing Viewable Publishing
Managing Preferences
Undoing a User Checkout
Importing and Exporting Information
Configuring External Vaults or Replication Sites to Optimize Performance
Creating a Product
Creating a Library
Administering Teams
Using the Product and Library Utilities Page
Out-of-the-box Product and Library Context Templates
Product Design Template
Out-of-the-box Subfolder for wt.maturity.PromotionNotice Objects
Out-of-the-box Context Participation
Out-of-the-box Context Access Control Policies
Team Roles and Groups
Rules for the GUEST Group
Default Domain Rules for the GUEST Group
System Domain Rules for the GUEST Group
Rules in Default Domain for the MARKETING Group
Rules in Default Domain for the PROCUREMENT ENGINEER Group
Rules in Default Domain for the QUALITY ENGINEER Group
Rules in Default Domain for the DESIGNER Group
Rules in Default Domain for the MANUFACTURING ENGINEER Group
Rules in Default Domain for the DESIGN TEAM LEADER Group
Rules in Default Domain for PROMOTION REVIEWERS Group
Rules in Default Domain for CHANGE REQUEST REVIEW BOARD Group
Rules in Default Domain for PROMOTION APPROVERS Group
Rules for PRODUCT MANAGER Group
Default Domain Rule for PRODUCT MANAGER Group
System Domain Rule for PRODUCT MANAGER Group
Rules in Default Domain for CHANGE ADMINISTRATOR I Group
Rules in Default Domain for CHANGE ADMINISTRATOR II Group
Rules in Default Domain for TEAMMEMBERS Group
Rules in System Domain for TEAMMEMBERS Group
Rules in Default Domain for COLLABORATION MANAGER Group
Rules in Default Domain for VARIANCE APPROVERS Group
Rules for SHARED TEAM MANAGER Group
Default Domain Rule for SHARED TEAM MANAGER Group
System Domain Rule for SHARED TEAM MANAGER Group
Rules for OPTION ADMINISTRATOR Group
Default Domain Rules for OPTION ADMINISTRATOR Group
System Domain Rules for OPTION ADMINISTRATOR Group
Rules in Default Domain for OWNER
Out-of-the-box Object Initialization Rules
General Product and General Library Templates
Out-of-the-box Context Participation
Out-of-the-box Context Access Control Policies
Team Roles and Groups
Rules for the GUEST Group
Default Domain Rules for the GUEST Group
System Domain Rules for the GUEST Group
Rules in Default Domain for CHANGE REQUEST REVIEW BOARD Group
Rules in Default Domain for PROMOTION APPROVERS Group
Rules in Default Domain for PROMOTION REVIEWERS Group
Rules for PRODUCT MANAGER and LIBRARY MANAGER Groups
Default Domain Rule for PRODUCT MANAGER and LIBRARY MANAGER Groups
System Domain Rule for PRODUCT MANAGER and LIBRARY MANAGER Groups
Rules in Default Domain for CHANGE ADMINISTRATOR I Group
Rules in Default Domain for CHANGE ADMINISTRATOR II Group
Rules in Default Domain for TEAMMEMBERS Group
Rules in System Domain for TEAMMEMBERS Group
Rules in Default Domain for COLLABORATION MANAGER Group
Rules in Default Domain for VARIANCE APPROVERS Group
Rules for SHARED TEAM MANAGER Group
Default Domain Rule for SHARED TEAM MANAGER Group
System Domain Rule for SHARED TEAM MANAGER Group
Rules for OPTION ADMINISTRATOR Group
Default Domain Rules for OPTION ADMINISTRATOR Group
System Domain Rules for OPTION ADMINISTRATOR Group
Rules in Default Domain for OWNER
Updating Access Control Rules
Configuring Products or Libraries for Dynamic Documents
Configuring Part and Document Relationships (Products and Libraries)
Part to Document Relationships (Products and Libraries)
Revised or Saved Part to Related Document (Products and Libraries)
Document Version Used with Reference Link (Products and Libraries)
Part to Part Relationships (Products and Libraries)
Revised or Saved Parent Part to Child Part (Products and Libraries)
Document to Document Relationships (Products and Libraries)
Best Practices for Object Initialization Rules
Working with Products and Libraries
Creating a New Product
Editing a Product
Using Current Product Context as a Template
Creating a New Library
Editing a Library
Using Current Library Context as a Template
Teams (Products and Libraries)
Adding Roles and Members to a Context Team
Templates (Products and Libraries)
Product and Library Utilities
Project and Program Administration
Understanding Projects and Programs
Project and Program Administration Overview
Typical Duties of Project and Program Managers
Creating and Editing Projects and Programs
Managing Team Members and Roles
Controlling the Visibility of Actions
Establishing Roles
Overriding Profiles
Moving Objects
Creating, Editing, and Managing Documents and Folders
Creating, Editing, and Managing Activities, Deliverables, Resources, and Action Items
Managing Routing
Limiting Edit Privileges for All Action Items
Managing Templates
Managing Preferences
Importing and Exporting Information
Undoing a User Checkout
Viewing and Managing Access Policies
Managing Utilities
Out-of-the-box Project and Program Templates
Configuring Part and Document Relationships (Projects and Programs)
Part to Document Relationships (Projects)
Revised or Saved Part to Related Document (Projects)
Document Version Used with Reference Link (Projects and Programs)
Part to Part Relationships (Projects)
Revised or Saved Parent Part to Child Part (Projects)
Document to Document Relationships (Projects and Programs)
Project and Program Administration
Project and Program Templates
Saving As a Template
Exporting as a Template
Project and Program Utilities
Organization Administration
Understanding Organizations
Organization Administration Overview
Typical Duties of Organization Administrators
Managing Organization Members, Groups, Roles, and Shared Teams
Creating, Editing, and Managing Organization Folders and Documents
Managing Organization-level Types and Attributes
Managing Organization Templates
Managing Organization-level Object Initialization Rules
Auditing Activities Within the Organization
Creating and Managing Access Control Policy Rules
Viewing and Managing Access Control for Objects
Creating and Managing Profiles
Configuring Numbering and Versioning Schemes
Monitoring and Managing Viewable Publishing
Viewing Reports
Importing and Exporting Information
Purging, Archiving, and Restoring Jobs
Managing Preferences
Undoing a User Checkout
Creating Public Information Page Tabs
Administering the Windchill Mobile App
Out-of-the-box Organization Templates
Context Structure
Context Participation
Context Access Control Policies
Access Control Rules
Default Domain Rules
System Domain Rules
Private Domain Rules
Organization-specific User Domain Rules
/Default/PDM Domain Rules for General (PDM) Template
Default/PDM Domain Rules
Default/Project Domain Rules
Context Data
Creating an Organization Context
Owning Organization Participants
Setting Up Domains for Use with Owning Organization Participants
Creating and Updating Owning Organization Participants
Using the Organization Utilities Page
Changing an Established Internet Domain
Using the OrganizationSync Utility for User Organization Changes
Best Practices
For All Windchill Solutions
Email Addresses
Synchronizing Team Membership with Updated User-defined Groups
Displaying Alias Attribute Information for a Workflow Primary Business Object on the My Tasks Table
For Windchill Solutions with Products and Libraries
Setting Object Initialization Rules
Setting Up Enhanced Life Cycle Templates
For Windchill Solutions with Projects and Programs
Allowing All Organization Members Read Access to Project or Program Content
Working with Organizations
Organizations Table
Organization Information Page
Creating New Organizations
Editing Organizations
Folders (Organizations)
Creators (Organizations)
Adding Users to Creators Groups
Organization Administrators Table
Adding Users to Administrators Group
Groups (Organizations)
Creating New Groups
Editing Groups
Adding Users to a Group
Adding Groups to a Group
Adding Groups Using the Add Groups Action
Adding Groups Using Copy and Paste
Deleting Users or Groups from a Group
Teams (Organizations)
Roles (Organizations)
Adding Roles to an Organization
Profiles (Organizations)
Reports (Organizations)
Templates (Organizations)
Organization Utilities
Administering Table Views for the Organization
Customizing Information Page Tabs for the Organization
Site Administration
Understanding the Site
Site Administration Overview
Typical Duties of Site Administrators
Creating and Managing Organizations
Adding and Editing Members
Creating and Managing Site Folders and Documents
Changing Default Configuration Options
Managing Site-level Types and Type-specific Attributes
Configuring Numbering and Versioning Schemes and Units of Measure
Managing Site-level Templates
Managing Site-level Object Initialization Rules
Managing Workflow Security
Auditing System Information
Creating and Managing Profiles
Configuring External Vaults or Replication Sites to Optimize Performance
Configuring and Managing CAD Publishing Utilities
Manage Package Configurations
Creating, Updating, and Managing Reports
Importing and Exporting Information Among Systems
Managing Calendar Settings
Monitoring Enterprise Systems Transactions Log
Purge, Archive, and Restore Jobs
Managing Searches
Creating and Managing Access Control Policy Rules
Viewing and Managing Access Control Rules for Objects
Creating Public Information Page Tabs
Exporting and Importing All Shared and System Table Views
Managing Arbortext Editor Installation Bundles
Managing Overall System Configuration
Making Program Contexts Visible
Administering the Windchill Mobile App
Out-of-the-Box Site Configuration
Site Administration Best Practices
For All Windchill Solutions
Managing User Licenses
Establishing Site Administrators
Enabling Display of Quantity, Unit, and Reference Designator Attributes on Substitute Parts
Displaying Alias Attribute Information for a Workflow Primary Business Object on the My Tasks Table
For Windchill Solutions with Products and Libraries
Setting Object Initialization Rules
Setting Up Enhanced Life Cycle Templates
Overriding and Reassigning Life Cycle and Team Templates
Enabling Set Revision While Creating a New Object
Working with the Site
About Organizations
Folders (Site)
Administrators (Site)
Adding Users to the Site Administrators Group
Profiles (Site)
Templates (Site)
Reports (Site)
Site Utilities
Private and Public Tabs on the Home Page
Administering Table Views for the Site
Customizing Information Page Tabs for the Site
Managing the Personal Cabinets of Deleted Users
Object Template Administration
Working with Object Templates
Accessing Object Templates
Template Use
About the Templates Table
Deleting Templates
Filtering the Visibility of Templates
About Document Templates
Document Templates Table Information
Creating a Document Template
Define Document Template
Set Attributes
Set Attachments
Enabling or Disabling a Document Template
About CAD Document Templates
Creating a CAD Document Template
Viewing CAD Document Template Information
CAD Document Templates Table Information
About Change Object Templates
Change Object Templates Table
Creating a Change Notice Template
Creating a Change Task Template
About Note Templates
Note Templates Table Information
Creating a Note Template
Set Attributes
Set Attachments
Note Template Information Page
About Task Form Templates
Task Form Templates Table Information
Enabling or Disabling a Task Form Template
Checking In a Task Form Template
Checking Out a Task Form Template
About Other Templates
Context Template Administration
Working With Context Templates
Accessing Context Templates
Context Templates Table Information
Context Template Information Page
Creating a Context Template
Importing a Context Template
Using the Current Context as a Template
Editing Context Templates
Enabling or Disabling a Context Template
Viewing Context Template Details
Checking Out a Context Template
Checking In a Context Template
Undoing a Checkout
Understanding Context Templates
Out-of-the-box Context Templates
Methods of Creating Additional Context Templates
Create a Context Template with a New Input File
Create a Template from the Current Context
Create a Context Using Export
Creating Business XML Files for Context Templates
Required Contents of Files Used to Create a Context Template
Organization Templates
Product and Library Context Templates
Program and Project Context Templates
ZIP File Contents of an Exported Context Template
Required Contents of ZIP File Used for Importing a Context Template
Contents of Top-level XML File for Imported Templates
Managing Context Templates
Filtering Template Visibility
Enabling Templates
About Setting Uniqueness Level for Windchill Objects
View Administration
Working with Views and View Associations
Navigating a View Structure
Creating a New View
Inserting a View
Moving a View
Renaming a View
Deleting a View
Managing Data Security
Accessing the Edit Access Control Action
Understanding When You Can Modify Permissions
Editing Access Control for an Existing Object
Access Table (Single Object)
Editing Access Control for Multiple Objects
Access Table (Multiple Objects)
Displaying Participants
Changing the Permissions of Participants
Access Information Page
Object Details
Participant Details
Administrative Lock
Access Rules Table
Security Labels Table
Access Control Activities
Setting Access Control while Creating a Folder
Accessing Team Permissions
Finding Participants Who have Defined Permissions
Propagating Permissions
Viewing Participant Access Details
Setting Security Preferences
Setting Access Control on a Shared Object
Security-Related Terms
Context
Participant
Permissions
Domains
Objects
Ad Hoc Access Control Rules
Policy Access Control Rules
Managing User Participation
Participant Administration
Understanding Participants (Users, Groups, and Organizations)
Overview of Windchill Participants
Windchill Users
Windchill Groups
Windchill Organizations
Working with LDAP Directory Services
Searching for Participants in Administrative Clients
Using the Participant Administration Utility
Best Practices for Windchill PDMLink and Windchill ProjectLink
Searching for Users and Groups
Best Practices When Maintaining a Directory Service Outside of Windchill
Managing Users
Changing User Passwords
Naming a User's Personal Cabinet
Associating Users with Profiles
Editing the Domain of a User
Deleting Users
Changing the Organization to which a User Belongs
Synchronizing Team Membership for Users and User-defined Groups
Synchronizing Users with LDAP
Managing User-defined Groups
Working with User-defined Groups that are Maintained in a Directory Server
Deleting User-defined Groups
Managing Organizations
Deleting Organizations
Windchill Participant Status
Pending Users
Replicated Users
Activating Pending and Replicated Users
Participant (Users, Groups, and Organizations) Identification
Best Practices for Assigning Domains to Participants
Receiving Administrative Notifications
Managing the Participant Cache
Automatically Purging Entries from the Participant Cache
Manually Purging Entries from the Participant Cache
Maintaining the Connections between Participant Objects and their Directory Server Entries
Registering a non-Windchill User
Profile Management
Working with Participants
Using the Participant Administration Utility
Managing Users
Creating a New User
New User – Set Attributes
Assign to Groups
Assign to Profiles
New User — Assign Picture
New User — Assign Signature
Saving As a New User
Editing a User
Add Groups From Another User
Add Profiles From Another User
Renaming a User
Deleting a User Overview
Deleting Users: Delete from Windchill Action
Deleting Users: Delete from Windchill and Windchill Directory Server Action
Deleted User Clean-Up Activities
Temporarily Deactivating a User
Enabling a Deleted User
Adding Participants to the Participant Administration Table
User Information Page
Managing Personal Cabinet Names
Alternate User Names
Managing Groups
Creating a New Group
New Group — Set Attributes Window
New Group — Add Members
New Group — Assign to Groups
New Group — Assign to Profiles
Editing a Group Using the Participant Administration Utility
Editing Group Members
Renaming a Group
Deleting Groups
Group Deletion Actions
Deleted Group Clean-Up
Group Information Page
Searching for Groups
Managing Organizations
Creating a New Organization Participant
New Organization — Assign to a Profile
Editing an Organization
Renaming an Organization
Deleting Organizations
Organization Information Page
Searching for Organizations
Managing the Participant Cache
Automatically Removing Entries from the Participant Cache
Manually Removing Entries from the Participant Cache
Removing Users from the Participant Cache
Removing Groups from the Participant Cache
Removing Organizations from the Participant Cache
Managing Disconnected Participants
Teams
About Context Teams
About Contexts
Defining a Context Team
About Shared Teams
Shared Teams Table
Creating a Shared Team
Editing a Shared Team
Deleting Shared Teams
Shared Team Information Page
Finding a Shared Team
Exporting Shared Teams
Importing Shared Teams
Shared Team Uses Report Table
Use of the Shared Team Manager Role in Context Teams
Adding Context Team Manager Roles to a Shared Team
Shared Team Access Control Rules
Enabling and Disabling a Shared Team
Members
Members Table
Team Member Details
Adding Members
Email Team Members
Editing an Invitation Message
Removing Members
Replacing a User
About Roles and Groups
Adding Roles
Edit Role Descriptions
Removing Roles
Group Details
Synchronizing Teams with User-Defined Groups
About Configuring Action Visibility by Role
Actions that can be Configured
Configuring Visibility of Actions for Roles
Using Profiles and Action Visibility for Roles
Hiding the Guest Role
Best Practices for Using Local and Shared Teams
Profiles
Out-of-the-Box Profiles
Profile Actions and User Interface Elements
Default Settings for Actions
Managing Standard Profiles
Standard Profiles Information Page
Creating a New Profile
Editing a Profile
Setting Attribute Visibility
Profile Actions Table
Reusable Attributes Table
Profile Members Table
Saving As a New Profile
Exporting a Profile
Importing a Standard Profile
Managing License Profiles
License Profile Information Page
Windchill License Groups
About the PTC View and Print Only License Group
About the PLM Connector Importable Package License Group
Team Template Administration
Team Templates Window
Creating and Editing a Team Template
Deleting a Team Template
Renaming a Team Template
Resetting a Team Template
Using Save As to Create a Team Template
Viewing a Team Template
Out-of-the-Box Team Templates
Team Templates and Object Types
Out-of-the-Box Associations
Team Association
Team Association Rules
Team Roles Resolution
Initial Team Creation in Windchill ProjectLink
Initial Team Creation in Other Windchill Solutions
Role Resolution Rules
Default Behavior
Role Resolution Property Set to True
Predefined Roles
Role Resolution Example
Best Practices for Using Team Templates
Managing Licenses
Windchill Licensing
Behavior of User Licenses
License Management Utility
Retrieving License Online
Importing License from a File
Viewing License Information
Managing User License Entitlements
Supporting Collaboration
Calendar Administration
Setting Calendar Properties
Life Cycle Administration
Life Cycle Management
Understanding Life Cycles
Basic and Advanced Life Cycles
Life Cycle States
Life Cycle Planning
Managing Promotion Processes in Windchill PDMLink
Default Promotion Process Workflows
Automatic Revision During Promotion
Working with Life Cycle Templates
Using Workflow Processes with Life Cycles
Using Life Cycle Transitions
Out-of-the-Box Life Cycle Templates
Life Cycle Support in Windchill ProjectLink
Common Life Cycle Administrative Tasks
Access Control for Life Cycle Administration
Life Cycle Transitions and Defaults
Define Additional Life Cycle States
Define Additional Life Cycle Roles
State-based Revision Sequences by Life Cycle State
Moving Life Cycle-Managed Objects Between Contexts
Automatically Set Promotion Objects
Life Cycle Template Administration Utility
Import Life Cycle Templates
Export Life Cycle Templates
Move a Life Cycle Template
Life Cycle Iteration History
Life Cycle Template Editor
Life Cycle Template Iteration
Create a Life Cycle Template
Life Cycle Phases
Phase Transitions
Phase Roles
Phase Access Control
Phase Workflow
Associate Life Cycles with Objects
Configure Life Cycle Rules
Reassign Life Cycles
Workflow Administration
Workflow Management
Workflow System Overview
Accessing the Workflow Template Administration Utility
Managing Workflow Security
Workflow Creators
Restricting Workflow-Embedded Java Code
Administrative Groups
Disabled Areas of the User Interface
Workflow Version Control
Using the Workflow Template Editor
Working with Workflow Templates
Navigating a Process Diagram
Placing Process Nodes
Declaring Variables
Defining an Assigned Activity
Defining a Subprocess
Defining Connectors
Defining Links
Exporting and Importing Workflow Templates Across Releases
Process Manager Toolbar Access Control
Using PDF Forms as Task Templates
Viewing Workflow History
Selecting Events
Using the Workflow History Viewer
Workflow Instance States
Out-of-the-Box Workflow Templates
Change Management Workflows
Change Activity Workflow
Change Notice Workflow
How Change Notice and Change Activity Workflows Work Together
Change Request Workflow
Problem Report Workflow
Promotion Request Approval Process Workflow
Promotion Request Review Process Workflow
Variance Workflow
Adding Change Locks to a Workflow Template
Out-of-the-Box Process Images
S1000D Workflows
S1000D DM Issue Required Workflow
S1000D DM Pending Workflow
S1000D DM Verification Required Workflow
S1000D DM Work in Progress Workflow
S1000D ICN Imported Workflow
S1000D ICN Issued Workflow
S1000D ICN Issue Required Workflow
S1000D ICN Pending Workflow
S1000D ICN Rework Required Workflow
S1000D ICN Verification Required Workflow
S1000D ICN Work in Progress Workflow
AAD Part List Workflow
Workflow Template Execution Flags
Process Flags
Activity Flags
Both Process and Activity Flags
Modifying Execution Flags
Running SetConfiguration
Saving Your Work
Electronic Signatures
Electronic Signature Setup
Requiring Electronic Signatures in a Workflow
Best Practices
Access Control and Workflow Templates
Using a Single Workflow in a Life Cycle Having Multiple States
Workflow Process Support in Windchill ProjectLink
Workflow Tools
Workflow Template Administration
Workflow Templates Table
Creating a Workflow Template
Moving a Workflow Template
Workflow Template Iteration History
Importing Workflow Templates
Exporting Workflow Templates
Externalizing Expressions for a Workflow Template
Initiate Workflow Process
Workflow Template Editor
Workflow Editor Actions
Workflow Editor Nodes
Process Action Links
Assigned Activities and Ad Hoc Activities
Workflow Activity Block
Workflow Proxy Process
Terminator Nodes
Connector Nodes
Connector Node Routing
Workflow Robots
Notification Robot
Method Robot
Checkpoint Robot
Timer Robot
Launch Application Robot
Execute Expression Robot
Synchronize Robot
Synchronize on Class or Object Event
Synchronize On Expression
URL Robot
Activity and Process Properties
General Tab
Deadline Tab
Variables Tab
Routing Tab
Transitions Tab
Roles Tab
Roles Tab
Properties Tab
Overview Tab
Activity Tab
Activity Tab
Participants Tab
Assigning an Actor or a Role to an Activity
Assigning Groups to an Activity
Assigning Users to an Activity
Assigning Variables to an Activity
Execution Options Tab
Role Setup Tab
Resource Pool Tab
Common Workflow Administrative Tasks
Assigning Activities to Users as Tasks
Defining Workflow Variables
Using Custom Task Form Templates
Defining a Set Up Participants Activity
Creating an Email Notification Template
Associating a Process Image with a Workflow Template
Workflow Code Samples
Routing Samples
Branching on Life Cycle States
Branching on Document Type
Vote Tallies
Voting Example: Two Events
Voting Example: Three Events
Tally Expression Sample with More than One Tally Call
Transition Samples
Error Handling in Transitions
Complete Task Transition
Transition to Set State
Launch Application Robot Samples
FTP File Transfer with the Launch Application Robot
Setting Environment Variables with the Launch Application Robot
Execute Expression Robot Samples
Moving File Locations with the Execute Expression Robot
Setting Attributes with the Execute Expression Robot
PBO Attributes as Workflow Variables
Retrieving Attributes in a Routing Expression (Get)
Modifying Attributes With Workflow Variables (Set)
Synchronize Robot Samples
Synchronize Across Process Instances
Synchronize Custom Workflow Events
Synchronize Independent Processes
Synchronize Parent Child Process
Synchronize on Existence of a File
Synchronize on an External Event
Synchronize on the State of an Object
Synchronize on Sibling Subprocesses
Workflow Process Administration Utility
Search for Workflow Processes
Workflow Process Health Status
Workflow Processes Table
Workflow Process Nodes Table
Expressions and Error Messages Table
Workflow Process Manager
Process Manager Node Display
Process Manager Properties Pane
Workflow Manager Process Properties
Workflow Manager Activity Properties
Enterprise Administration
File Vaulting and Replication
File Server Administration
File Vaulting
Understanding File Vaulting
About Storing and Moving Data in Windchill
About External File Vaults
Vaults with Automatic Folder Creation
Default Vaults for Uploads and File Vaulting
File Synchronization
Accessing the CacheVaultSynchronizer MBean
About the Attributes Tab
About the Operations Tab
Windchill Properties for File Vaulting
Specifying the File Threshold Value
Creating a Notification Rule
Out-of-the-box Background Queues for External Vaulting
PurgeScheduleHistoryQueue
PurgeUnreferencedFvItemQueue
Windchill Vault Configuration
About Mounts
Updating Root Folder Mounts
FolderToRootFolderConverter Tool
Maintaining Your Vaults
Creating Vaulting Rules
Examining Existing Rules
New Rules
Sending Content to a Vault
Managing Revaulting
Examining Existing Revaulting Schedules
Viewing the Results of Revaulting
Forcing Content to Vault
Avoiding Storage of Content in BLOBs
Converting from Multiple Vaults to a Single Vault
Revaulting and the wt.fv.useVaultsForAllContent Property
Changing the Location of Files in External Vaults
Diagnostic and Repair Tools
Verifying Content Files
Detecting and Resolving Multiple Primary Content Files
File Vault Alerts
Working with External File Vaults
Vault Configuration Page
Deleting Vault Objects
Adding a Host
Adding a New Vault
Adding a Folder
Generating Backup Information
Creating a Mount
Updating a Host
Updating a Vault
Updating a Folder
Cleaning Up Vaults and Folders
Setting Automated Cleanup Options
Scheduling Revaulting from the Vault Configuration Window
About Mounts
Updating a Mount
Unmounting a Folder
Validating a Mount
About Vaulting Rules
Accessing Vaulting Rules
Working with the Administrative Domains
Viewing the Domain Vaulting Rules
Updating the Domain Vaulting Rules
Creating a Vaulting Rule
Updating a Vaulting Rule
About Revaulting
Revaulting History
Scheduling External Storage
Scheduling Revaulting
Scheduling Revaulting from the Vault Configuration Window
Configuring Windchill File Vaults to Use Amazon S3
Encryption Customization for Amazon S3 Mounts
Amazon S3 Configuration Report
Vault Migration to Amazon S3
Transferring Data to Amazon Web Service S3 using Amazon Snowball
Replication
Understanding Replication
About Replication
Windchill File Server
File Server Users
Data Security
Creating Replication Schedules
Vaults and Folders
Modifying the Local Site
Replication Security
Importing Certificates into Sites
About Security and Using wt.intersvrcom.URLAuthenticator.useUrlCache
Editing Replication Properties
Master and Remote Site Properties
About the moveItemsBetweenReplicaVaults Property
Basic Properties
Out-of-the-box Background Queues for Replication
DeliveryStatusOnStartup
PurgeScheduleHistoryQueue
Maximum Queue Values
Replication and Windchill Visualization Service
Configuring Properties
Replicating Windchill Visualization Service Viewables
Improving Replication Performance
How the Local Cache Works
Administering a Local Cache Vault
Establishing Mirroring in the Local Cache Vault
Setting the Preferred Content Cache Site
Content Replication from Local Cache to the Master Site
Removing Unreferenced Files from a Cache Vault on a File Server Site
Remove Unreferenced Files from a Cache Vault
Resetting Replication
Resetting Undelivered Replication Items
Predictive Replication
Creating New Rules
Cleaning Up Expired Rules
Preferences and Options
Ad Hoc Replication
Site Proximity
User-initiated Replication
Replication Process
Replication Process Overview
Property Controls
Deleting Registered File Servers
Upgrade Considerations
Moving a File Server to a Different Machine
Enhancing the File Server User Experience
Utility to Assist Backups
Working with Replication
Creating a Remote Host
Creating a Remote Vault
Creating a Remote Folder
Broadcasting Configuration Information
Mounting and Enabling Folders
Resetting Replication for Undelivered Items
About Mounts
Replication Scheduler
Accessing the Content Replication Rules Page
Managing Replication Rules
Creating a New Rule
Renaming a Replication Rule
Editing a Replication Rule
Saving a Copy of a Rule
Importing a Rule
Exporting a Rule
Repairing a Rule
Merging Replication Rules
Viewing Replication Rule Information
Vault Selection Window
Context Criteria Page
Viewing Rule Folder Criteria
Viewing Rule Domain Criteria
About Replication Schedules
Accessing Replication Scheduler
Creating a New Schedule
Editing a Schedule
Viewing Schedules and Jobs
Viewing Replication Schedule Information
Viewing Replication Job Information
Vault Selection Window
About Predictive Caching
About Predictive Caching
About Ad Hoc Caching
Adding Members to the Replication Managers Group
Accessing User-initiated Replication
Performing User-initiated Replication
About the File Server Management Utility
About the File Server Management Utility
Accessing the File Server Management Utility
Site Manager
Organization Manager
Product Manager
Library Manager
File Servers Table
Registering a New File Server with the Master Site
Setting the Preferred File Server Site
Editing Root Folders
Changing Root Folder Paths
Updating a File Server
Editing File Server Details
About File Server Sites
Viewing Site Properties
Creating a New Site
Creating and Placing Security Keys
Accessing Site Administration
Site Management Page
Selecting a Site Principal
Updating an Existing Site
FvLoader and ReplicaLoader
About FvLoader and ReplicaLoader
Tasks
FVLoader
ReplicaLoader
Command Line
Commands
Configuring External File Vaults or Rules
Supporting Remote Site Vaulting
Removing Rules
Listing Domains
The -listContainers Argument Obtains Data
The -listDomains Argument Presents Data
Listing Rules
About Purging
About Purging
Purging Iterations
About Scheduled Jobs
About the Purge Schedules Page
About Selection Criteria
Additional Criteria Behavior
About Purge Management
About the Purge Jobs Page
Accessing Purge Management
Creating a Purge Job
Managing Queries
Viewing Query Details
Switching Views Between Enabled and Disabled Queries
Editing a Query
Exporting a Query
Importing a Query
Renaming a Query
Copying a Query
Merging Queries
Repairing Queries
Resuming a Job
Creating a Query
Specifying Folder or Domain Criteria
About the Folders or Domains Table
Viewing Job Information
About the Information Page
Improving Purge Performance
Tips for Improving Performance
Purging Objects in Chunks
Limitations and Conflicts in Purge
Purge Conflicts
Overrideable Conflicts
Object Is in a Workspace
Object Is Shared to a Project
Non-Overrideable Conflicts
Not Authorized to Delete the Object
Object is Member of Baseline
Object is Published to ESI
Object is Checked Out to a Project
Object is Member of an End Item Configuration
Delete Family Table
Object is Associated to a Promotion Notice
Cannot Delete Branch Point Iteration
Cannot Delete CheckIn Iteration of Sandbox Version
Delete Conflicts Not Supported by Purge
Purge Troubleshooting
Windchill Export and Import
Understanding Windchill Export and Import
About Export and Import
Context Considerations
Export Context Availability
Products, Libraries, and Projects
Organizations
Sites
Import Context Availability
Products, Libraries, and Projects
Type Definition Equivalence
Organizations
Sites
Controlling the Destinations of Imported Objects with Context Mapping Files
Supported Objects
Supported Windchill ProjectLink Objects
Supported Windchill PDMLink Objects
Configuration Specification Settings
EPMDocuments
Attribute Limitations
EPMDocuments as Checked Out
Export User Interface
Import User Interface
Additional Export and Import Actions
Additional Lock Export Action
Additional Import Actions
Properties
Windchill Export Properties
Windchill Import Properties
Access Control Permissions Required for Exporting and Importing Objects
Export Access Control Rules
Export Rules for WTParts
Import Access Control Rules
Import Rules for WTParts
Import and Export Policies, Mapping Rules, and Conflict Messages
XSL-based Policy Files
Policy File Examples
Import
Export
Mapping Rules
Mapping Through Special Rules
Mapping Priorities
Client-Based Mapping Rules Files
Client-Based Mapping Rules File Example
Generalized Mapping Rules File Example
Properties in Mapping Rules Files
Do Not Map Number Attributes for MCAD Documents
About Mapping Rules
COPY Element
COPY_AS Element
Mapping an Object's View Source_View to View Local_View
Mapping Any Object's View to View Local_View
Mapping an Object's Number Attribute 2222 to Number Local_2222
Mapping Any Object's Number Attribute to a Number Constructed from the Prefix From_Site_AAA_ and the Same Number
Mapping an Object's Version A to Version B
Mapping Any Object's Version to Version A and Any Iteration to Iteration 1
Mapping Any Object's Team That Begins with MyTeam to the Default Team
Mapping Any Object's Folder to Administrator/NewFolder
Mapping Objects in Subfolders Under the Marketing Folder to the Same Subfolders Under the Publications Folder
IGNORE Element
Excluding Life Cycle State Information from a Resulting XML File
IGNORE_PARENT Element
Excluding a Reusable Attribute Value Named Price from a Reusable Attribute Holder Such As WTPart
Excluding Parent Root Element
Mapping Through XSL Transformation
Java Mapping with the METHOD Element
Conflict Messages for Import
Potential Conflict Messages When Importing Information
Potential Conflict Messages when Importing Information Using Windchill Packages
Reforming Custom-Modeled Attributes
Examples of Mapping File Formats
XML Example
XSL Example
Ignoring an Attribute
Changing a Tag to a Different Name
Administrative Conflicts of Common Administrative Objects
Working with the Import/Export Management Utility
Exporting
Exporting an Object from the Information Page
Specifying a JAR File for Exporting
Specifying a Mapping Rule File for Exporting
Specifying a Policy File for Exporting
Selecting a Structure Type
Selecting Objects to Export
Adding Objects to Export
Setting the Configuration Specification for Export
Specifying an Export Time Filter
Completing the Date Modified Window
Choosing a Filter Type
Importing
Specifying a JAR File for Importing
Specifying a Mapping Rule File for Importing
Specifying a Context Mapping File for Importing
Specifying a Policy File for Importing
PTC Windchill PLM Connector - Creo Packages Administrator's and User's Guide
Windchill PLM Connector – Creo Packages
Installation and Configuration
Installation Overview
Software and Hardware Compatibility
Software CDs and Other Deliverables
When Upgrading From a Previous Installation
Server Installation and Configuration
Customizing the Import and Export of Additional Attributes
Client Installation and Configuration
Prerequisites
Installation
Configuration
Bootstrapping the Client
Setting the FBA Preference
Getting Started with Creo Packages
Design Collaboration and Library Distribution
Export and Import of Additional Attributes
Cross-PLM System Support
Collaboration Using Creo Packages
A Product is Collaboratively Designed in More Than One PLM System
A Product is Collaboratively Designed in More Than One PLM System with Eventual Object Ownership Transfer
Object Ownership Transfer
Usage Scenario
Windchill ProjectLink Support
Usage Scenarios
Setting the Baseline Folder Path
Auto Associate Upon Package Import
Types of Creo Packages Packages
Complete Packages
Usage Scenarios
Incremental Packages
Usage Scenarios
Synchronization Packages
Usage Scenarios
Exporting and Importing Packages
Where to Find Detailed Information
Exporting a Package From a Source PLM System
Setting Export Preferences
Creating the Package
Creating a Complete Package
Creating an Incremental Package
Creating a Synchronization Package
Viewing the Package Log or Conflict Reports
Sending the Package
Importing a Package on the Target PLM System
Viewing the Package Details Report
Setting Import Preferences
Validating the Package to be Imported
Importing the Package
Exporting Packages
Introduction
Requirements
Rules
Conditions
Inputs
Concurrent Export Support
Collection Methodologies
Preparing a Package for Export
Collection Rules
Setting Export Preferences
Using Prefixes
Baseline Creation Upon Export
Directory Separator
Conflict Resolution
Criteria
Default Report Output Location
Baseline Creation
Default Recipe File Location
Default Package Export Location
Secondary Content, Windchill Only
Forms-based Authentication
Block Export of Additional Attributes
Block Export of Attributes on Master CAD Documents
Exporting CAD Objects and Dependents to Which You Do Not Have Access
Setting Conflict Overriding
Rules
Requirements
Adding Non–ISO-8859-1 Characters to the wpc_preferences.txt File
wpc_preferences.txt Example
Exporting a Package
Specifying Export Criteria
Export Scenarios
Ad-hoc Exports
Periodic, Recurring and Automated Exports
Object Ownership Transfer Exports
Windchill ProjectLink Exports
Using the Command Line Utility
Rules
WPCDelete Utility
WPCProEShutdown Utility
Export Commands and Arguments
WPCExport Command
WPCExport Command Syntax/Usage Example
WPCExport Command Example
WPCExport_synch Commands
WPCExport_synch Command Syntax/Usage Example
WPCExport_synch Command Example
WPCView Command
WPCView Command Syntax/Usage Example
WPCView Command Example
Export Command Line Messages
Invalid Argument
WPCExport Command
Exporting a Package Example
Review the Export Report
Review the Export Post Report
Send the Package to Target PLM Systems
Conflict Handling and Resolution
Conflict Rules
Conflict Process
Conflict Types
Conflict Level
Conflict Detection
Conflict Reporting
General Conflict Reports
Report Examples
Failed Export Package Report
Successful Export Package Report
Export Package Conflict Report
Overridable Conflict Report
Exporting Packages Using the Recipe Language
Introduction
Rules
When Exporting to Multiple PLM Systems
Incremental Packages Support
Rules
Export Scenarios
Manage Baselines Using Creo Packages
Manage Baselines in Windchill ProjectLink
Using Syntax
Rules
Folder Location Syntax
Using Inclusion Rules
Flexible Rules
Version Information for Seed Objects
Collector Rule
Configuration Rule
Static Rules
Exclusion and Remove Rules
Exclusion Rules
Remove Rules
Using Exclusion and Remove Rules in Incremental Packages
Common Commands and Arguments
Rules
Group Labels
Seed Label
Collector Label
Configuration Label
Exclude Label
Remove Label
Group Label Examples
Recipe File Examples
recipe.rcp.template
Required Dependents, Including Drawings
All Dependents, Latest On a Certain Life Cycle State
As Stored, Predefined Configuration Rule
Importing Packages
Introduction
Concurrent Import Support
Auto Associate Upon Package Import
Before Importing a Package
Mapping the Target PLM System
Mapping Types
Creating Mapping Files
Mapping File Rules
map.mapping.template
Setting Import Preferences
Mapping File Location
Overridable Conflict Default Resolution
Baseline Folder
Baseline Creation Upon Import
Using Prefixes
Directory Separator
Conflict Resolution
Specifying Which Context (namespace) in Projects
Automatic Association Upon Check In When Importing Objects Into Windchill PDMLink
Forms-based Authentication
Move Preference
Importing CAD Objects With Identity Information Only
Adding Non–ISO-8859-1 Characters to the wpc_preferences.txt File
wpc_preferences.txt File Example
Validating the Package Against the Target PLM System
Importing a Package
Reviewing the Package to be Imported
Using the Information From the Package
Basic Do’s and Don’ts of Import
Import Scenarios
Source and Target PLM Systems with Identical Setups
Source and Target PLM Systems with Different Setups
Object Ownership Transfer Imports
Project Imports
Auto Association of Windchill Objects at Check In
Using the Command Line Utility
Rules
WPCDelete Utility
WPCProEShutdown Utility
Import Commands and Arguments
WPCImport Command
WPCImport Command Syntax/Usage Example
WPCImport Command Example
WPCView Command
WPCView Command Syntax/Usage Example
WPCView Command Example
Command Line Messages
Invalid Argument
WPCImport Command
Importing a Package Example
Review the Package Details Report on the Target PLM System
Prepare the Package for Import to the Target PLM System
Validate the Package to Be Imported in the Target PLM System
Import the Package to the Target PLM System
Review the Import Post Report
Conflict Handling and Resolution
Types of Conflict Messages
Conflict Detection
Conflict Resolution
Suggested Actions For Resolving Conflicts
Overridable
Non-overridable
Supported File and Object Types
Introduction
Supported File Types for Exchanging Secondary Content
Windchill Data Loading
Introduction to Data Loading and the LoadFromFile Framework
Overview of Load Utilities
Loading Data in Pro/INTRALINK
About the LoadFromFile Framework
About the Windchill Loader
About the LoadFromFile and LoadFileSet Utilities
When to Use LoadFromFile and Import/Export
Existing Load Methods
More About wt.doc.LoadDoc.beginCreateWTDocument
More About wt.part.LoadPart.beginCreateWTPart
More About wt.inf.team.ix.LoadSharedTeam
More About wt.org.LoadUserPicture.update
Preparing Data for Loading
The Data Loading Process
Data Cleansing: About the Tools Available
Text Editors: Pros and Cons
Pros
Cons
Microsoft Excel: Pros and Cons
Pros
Cons
Custom Code: Pros and Cons
Pros
Cons
Working with a Sample Data Set
Creating Data Extraction and Format Requirements
Developing Load Metrics
Using the CSV2XML Utility and Validating the XML Format
About the CSV2XML Utility
Converting CSV Files for Multibyte Operating Systems
Converting CSV Files to XML Format Files
Converting a CSV File to an XML File
Working with Larger Files
CSV2XML Arguments
Validating the XML Format
Selecting the Appropriate DTD at Runtime
About UpdateEditDTDUtility
Usage
Using XMLSpy to Validate the Data Files
Validating the Proper Format of an XML Load File
Loading Legacy Data Using the LoadFromFile and LoadFileSet Utilities
About Data Loading Utilities
Using the LoadFromFile Utility
Sample Command Lines
More About CONT_PATH
Using the LoadFileSet Utility
About the Load Files
Load File Set
LoadFileList XML Element
LoadFile Element
containerPath
Sample Load File Set
Sample Load File for Classification Node with Image
Object XML Files
Sample Object File
Working with Containers
Containers in Your Windchill Solution
Hierarchy that Includes Products and Libraries
Creating Load Methods
Customizing Loading
About the csvmapfile.txt File
Modifying Data Files
Method 1: Modifying XML Load Files Directly
Method 2: Modifying CSV Files and Propagating Changes to XML and DTD Files
Propagating Changes to XML and DTD
Creating New Methods for Loading
About Load Methods
Resolving Data
Additional Utilities within a Method
Creating a Document Class
Creating a Part Class
Loading Product Objects and Parts: Windchill PDMLink Example
Loading Product Objects and Parts: Before You Begin
Specifying Types
Running the LoadFromFile Utility
Loading Windchill PDMLink Products
Loading Users
Loading Users: Sample Command
Creating Organizations
Loading Organization Containers
Example
Tag Descriptions
Creating Product Containers
Example
Creating Assemblies
Tag Descriptions
Adding Existing Parts to Another Existing Part in a Product
Example
Creating a New Part Called LoadedAssm-1 and Adding Existing Parts as Constituent Parts
Example
Tag Descriptions
Creating Library Containers
Example
Example
Loading Documents in a Library
Example
Example
Loading Documents that Are Subtypes of an Out-of-the-box Type
Example
Loading Relationships Between Parts and Documents
Example 1
Example 2
Tag Descriptions
Loading Supersede Relationships Among Parts
Example 1: Create
Example 2: Update
Example 3: Remove
Loading Members into Context Teams: Windchill PDMLink and Windchill ProjectLink Example
Before You Begin
Creating the Load File
Running the Utility
Loading Documents: Pro/INTRALINK Example
Loading Documents in a Pro/INTRALINK System
Loading a Library
Sample Data File for Pro/INTRALINK
Sample XML Code for Loading Documents
Business Administrative Change Promotion
Simple Windchill Deployments
Complex Windchill Deployments
Objects Supported for Business Administrative Change Promotion
Business Administrative Change Promotion Process
Before You Begin Using the Business Administrative Change Promotion Utility
Registering Systems
Establishing a Baseline
Implementing Changes to Administrative Objects
Previewing and Exporting Changes
Importing Changes
Example: Exporting and Importing Business Administrative Changes
Running the Business Administrative Change Promotion Command-Line Utility
Register System Command
Establish Baseline Command
Export Changes Command
Creating a Spec XML File
Import Changes Command
Mapping Business Administrative Change Attributes
Manage Business Administrative Change Package Commands
Manage Business Administrative Change Delivery Commands
Business Administrative Change Promotion Conflicts
Import conflict
Delete conflict
Example: Exporting and Importing Business Administrative Changes Commands
Sample Use Cases for Type Definition
Disabling the Business Administrative Change Promotion Utility
Part Creation Utility
Introduction
Configuring the Properties Files
Configure the Partmigration.properties File
Configure the Lifecyclemap.properties File
Check the Log Report Files for Errors
Using Elements to Create XML Scripts
Creating XML Scripts Using Elements: Before You Begin
Syntax
Part Selection
The <specifier> Element
The <PartAction> Element
Folder Specification
The <FolderSpec> Element
The <FolderCriteria> Element
The <FolderCondition> Element
Product Item Specification
The <PISpec> Element
The <PICriteria> Element
The <PICondition> Element
Product Item Version Specification
The <PIVSpec> Element
The <PIVCriteria> Element
The <PIVCondition> Element
Putting it All Together – Applying Structure and Syntax
Examples of Common Part Action Criteria
Example 1: Creating a WTPart for CAD Documents with the Following Attributes
Examples of Common Part Selection Criteria
Example 1: Selecting Singular CAD Documents with the Following Attributes
Example 2: Selecting Any CAD Documents with One or More of the Following Attributes
Example 3: Selecting and Deselecting CAD Documents with the Following Attributes
Using the Part Creation Utility
How to Create Parts and Product Structure
Access and Log On
Create XML Scripts
View Reports
Exit and Log Off
Windchill Scheduler
Windchill Scheduler Automatic Removal of History Items
Other Properties
Windchill ESI
Administering Windchill ESI in an ORACLE Applications Environment
Required Skills and Knowledge
Adding Users to Windchill ESI Groups and Mapping Roles
Windchill ESI Administrator Accounts and Authorizations
Administering Security
User Account Security
Oracle Applications Database User Account for Windchill ESI
TIBCO EMS
Data Security
Administering Windchill ESI
Using Administration Utilities
Customizing Windchill ESI and ERP Connector
Administration Tasks
Installing and Enabling Windchill ESI
Managing Distribution Targets
Distribution Target Identifiers
Creating, Editing and Deleting Distribution Targets
Using a Loader to Assign Distribution Targets
Defining Distribution Target Assignment Strategy
Adding Users to Windchill ESI Groups
Configuring and Administering JMS Queues
Subscribing to JMS Queues
Authenticating the JMS Queues
Configuring JMS Queue Performance
Administering the TIBCO EMS Server
Enable JMS Message Logging
Auditing Changes to ESITarget Object
Scheduling the Automatic ECO Implementation Program
Windchill ESI Logging
EAI Logging Process
Guidelines for Monitoring, Diagnosing, and Resolving Problems
Monitoring Problems
Monitoring with BusinessWorks
BusinessWorks Engine Problems
Failure Categories
Suggested Deployment Configuration
Adapter Problems
Failure Categories
Suggested Deployment Configuration
JMS Problems
Special Guidelines for EMS Server Problems
Oracle Applications Problems
Using Error Handling Processes and Logging Services
Developing Event Rules and Problem-Detection Approaches
Diagnosing Problems
Localizing Problems
Categorizing Problems: Key Areas of Focus for Troubleshooting
Windchill ESI Problems
TIBCO Problems
EMS Problems
BusinessWorks Problems
Adapter for Oracle Applications Problems
Oracle Applications Problems
Logs and Error Handling Codes
Resolving Problems
Techniques for Resolving Problems
Coordinating Troubleshooting Teams and Escalating Problems
Manually Overriding Checkpoints
Resolving Solaris Platforms Issues
Environment Variable Issues
Designer Deployment Configuration Issues
Finding and Killing TIBCO Processes on UNIX platforms
Configuring E-Mail Alerts
Resolving Specific Problems
TIBCO Administrator shows status as unknown for BWengine or adapter processes
Adapter fails to start with JMS transport
Unresolved library dependencies
“Coyote connector has not been started” error appears in TIBCO BusinessWorks Engine Logs
All EMS Server configurations disappear after the EMS server is started manually
Deployment of Applications using the TIBCO Administrator GUI displays a Failure message
TIBCO BusinessWorks returns error messages
BusinessWorks returns error messages
Upon starting a TIBCO component on UNIX, you receive errors:
BusinessWorks, Windchill ESI, or both are failing to connect to EMS
Transaction remains in pending state
TIBCO BusinessWorks Process engine logs error messages
The TIBCO BusinessWorks process engine does not connect to the TIBCO EMS server
On a Windows server, Adbagent fails to start with the following error: The ordinal 3823 could not be located in dynamic link library LIBEAY32.dll
Windchill ESI fails to publish any business objects to the distribution target system
TIBCO BusinessWorks indicates an error similar to one of the following
TIBCO Administrator fails with an "Apache/Tomcat 404" Web browser error
The TIBCO Adapter for Oracle Applications log contains error messages
When starting an adapter instance or process engine in TIBCO Administrator, the status remains stuck on "Starting Up"
Multiple "Activity timed out" errors appear in the TIBCO BusinessWorks process engine log
The Distribution Targets table is not displayed in the properties page of custom parts
Other Configuration Problems
Service Startup Errors
Multiple Release To Manufacturing workflows are created upon releasing a promotion request from Windchill PDMLink
Administering Windchill ESI in an SAP Environment
Required Skills and Knowledge
Adding Users to Windchill ESI Groups and Mapping Roles
Windchill ESI Administrator Accounts and Authorizations
Administering Security
User Account Security
SAP User Account for Windchill ESI
TIBCO EMS
Data Security
Administering Windchill ESI
Customizing Windchill ESI and ERP Connector
Administration Tasks
Installing and Enabling Windchill ESI
Managing Distribution Targets
Distribution Target Identifiers
Creating, Editing and Deleting Distribution Targets
Using a Loader to Assign Distribution Targets
Defining Distribution Target Assignment Strategy
Adding Users in Windchill PDMLink
Configuring and Administering JMS Queues
Subscribing to JMS Queues
Authenticating the JMS Queues
Configuring JMS Queue Performance
Administering the TIBCO EMS Server
Enable JMS Message Logging
Auditing Changes to ESITarget Object
Windchill ESI Logging
EAI Logging Process
Guidelines for Monitoring, Diagnosing, and Resolving Problems
Monitoring Problems
Monitoring with BusinessWorks
BusinessWorks Engine Problems
Failure Categories
Suggested Deployment Configuration
Adapter Problems
Failure Categories
JMS Problems
Special Guidelines for EMS Server Problems
SAP Problems
Using Error Handling Processes and Logging Services
Developing Event Rules and Problem-Detection Approaches
Diagnosing Problems
Localizing Problems
Categorizing Problems: Key Areas of Focus for Troubleshooting
Windchill ESI Problems
TIBCO Problems
EMS Problems
BusinessWorks Problems
Adapter for SAP Problems
Other Configuration Problems
Service Startup Errors
SAP Problems
Logs and Error Handling Codes
Resolving Problems
Techniques for Resolving Problems
Coordinating Troubleshooting Teams and Escalating Problems
Manually Overriding Checkpoints
Resolving Solaris Platforms Issues
Environment Variable Issues
Designer Deployment Configuration Issues
Finding and Killing TIBCO Processes on UNIX platforms
Configuring Email Alerts
Resolving Specific Problems
TIBCO Administrator shows status as unknown for BWengine or adapter processes
Adapter fails to start with JMS transport
Adapter fails to start showing a status of "Starting up" in the Administrator
Unresolved library dependencies
TIBCO Adapter for SAP instance stops working and status shows "Error"
'Coyote connector has not been started' error appears in TIBCO BusinessWorks Engine Logs
"Input data invalid" message in ETL
All EMS Server configurations disappear after the EMS server is started manually
Deployment of Applications using the TIBCO Administrator GUI displays a Failure message
Cannot create a .dat file using the Repoconvert command
The Distribution Targets table is not displayed in the properties page of custom parts like 'wt.wadm.FADProduct' after the targets are created in the database
SAPAdapter.PartConfiguration Error [Application] Error Message
Adapter Log File Error Messages
TIBCO BusinessWorks returns error messages
Additional BusinessWorks error messages
Starting a TIBCO component on UNIX causes errors
BusinessWorks, Windchill ESI, or both are failing to connect to EMS
Transaction remains in pending state
The TIBCO BusinessWorks process engine does not connect to the TIBCO EMS server.
TIBCO BusinessWorks Process engine logs error messages
TIBCO Administrator fails with an "Apache/Tomcat 404" Web browser error
When starting an adapter instance or process engine in TIBCO Administrator, the status remains stuck on "Starting Up," and never changes to "Started."
Multiple "Activity timed out" errors appear in the TIBCO BusinessWorks process engine log
Multiple Release To Manufacturing workflows are created upon releasing a promotion request from Windchill PDMLink
A document associated to a part (or to a manufacturing object) does not get published to certain distribution targets associated to it
Only the top-level document in a CAD document structure is published upon releasing a part associated to the structure
Only the top-level document in a CAD document structure is published upon releasing the structure
The distribution target attribute Saved Filter to be used when Publishing a Change Notice does not get used when publishing a CAD document structure in association with a Change Notice
Control characteristics associated to a part are not published
Control characteristics associated to a process plan are not published
A control characteristic is published as an unchanged object upon modifying its description and republishing the holding part or process plan
A control characteristic associated to a part is published even when the distribution target attribute Publish Control Characteristics when Publishing a Part has a value No
An attempt to publish a control characteristic results in a failure
Introduction to ERP Connector
ERP Connector Features
Technical Overview of ERP Connector
Administering Windchill ESI and ERP Connector
Required Skills and Knowledge
Adding Users to ERP Connector Groups and Mapping Roles
Administrator Accounts and Authorizations
Administering Security
Using Administration Utilities
Preference Management Utility
Manage Distribution
Delegate Administration Utility
Customizing Windchill ESI and ERP Connector
Administration Tasks
Installing and Enabling ERP Connector
Managing ERP Connector Distribution Targets
Distribution Target Identifiers
Creating, Editing and Deleting Distribution Targets
Using a Loader to Assign Distribution Targets
Defining Distribution Target Assignment Strategy
Top-Level Distribution Target Assignment
Explicit Distribution Target Assignment
Changing the Default Distribution Target Assignment Strategy
Adding Users to ERP Connector Groups
Updating Enterprise Transactions
Organization Specific Configurations
How to configure organization specific ESI workflows
How to configure organization specific ESI teams
Auditing Changes to ESI Target Object
Logging and Messaging
Return Messaging to Windchill
Diagnosing and Resolving Problems
Localizing Problems
Categorizing Problems: Key Areas of Focus for Troubleshooting
ERP Connector Problems
Distribution Target Problems
Transaction Message Format
Subtransaction Message Format
Resolving Problems
Techniques for Resolving Problems
Coordinating Troubleshooting Teams and Escalating Problems
Resolving Specific Problems
Implementing Windchill ESI
Implementing Windchill ESI in an ORACLE Applications Environment
Business Processes and Organizational Considerations
Choosing Scenarios to Support
Deciding on Business Objects
Determining Critical Attributes
Determining System of Record
Managing Engineering Change Process
Deciding on Manufacturing Planning
Adding Special Attributes and Capabilities
Stating Locations of Objects
Complying with Design Assumptions
Planning for Data Transfer
Using Effectivity in ERP
Handling Effectivity in Windchill ESI
Project Life Cycle Considerations
Performing Gap Analysis
Performing Systems Integration (SI) Methodology Steps
Windchill ESI Assumptions
Creating and Changing Parts (Objects)
Creating and Changing BOMs/Group BOMs
Creating CNs
Creating and Updating Process Plans
Publishing Operation Resource Associations
Loading Release History
Load Release History
Migrating from Non-Windchill Systems
Distribution Target Prerequisites and Assumptions
Required Oracle Application Patches
Oracle Applications Attribute Length Assumptions
Configuration Assumptions
Implementing Windchill ESI Services Using the ESITargetAssignmentLink.xml File
Performance Planning
Analyzing Message Numbers and Size
JMS Interface
Rendezvous Interface
Identifying Potential Performance Bottlenecks
Windchill ESI’s Performance-Related Design Concepts
Applying Performance-Tuning Parameters and Techniques
Components to Tune
Performance-Tuning Techniques
Security Considerations
Authentication to Oracle Applications Systems
Authentication to TIBCO EMS queues
Other Features
Internationalization Considerations
Supported Languages and Locales
Setup and Control of Locale Variables
Locale Communication Between EAI Components and Oracle Applications
Hardware and Network Sizing
Hardware Sizing: Physical Servers
Network Sizing
Technology Considerations for Traversing WANs and Firewalls
Traversing WANs and Firewalls with TIBCO EMS
EMS Direct Connections using TCP/IP or SSL Protocols
Traversing WANs and Firewalls with TIBCO Rendezvous
Rendezvous Daemons (RVD) and Rendezvous Routing Daemons (RVRD)
Rendezvous Secured Daemons (RVSD) and Rendezvous Routing Secured Daemons (RVRSD)
Adding High-Availability Capabilities
Deployment Scenarios
Simple Environments
Mid-Size Environments
Complex Environments
Understanding Windchill ESI Architecture
Windchill ESI Services
Remote Procedure Calls (RPC)
Process Flow for Publishing from Windchill
Message Flow
Common Business Object Data Model
XML Schema Specification
Transaction Management
Purpose and Capabilities
Transactions and Subtransactions
Transaction Tracking
Transaction Resubmission
Enterprise Systems Transaction Administration Graphical User Interface
Deletion of Transaction History
Message Logging, Error Handling, and Return Messaging
EAI Logging Process
Components of a Log Entry
Log Message Codes
Application
Type
Severity
Message Code
Internationalization
Numbering Scheme
Logging Flags
Logging Process Flow
Calling the Logging Service
Return Messaging to Windchill
Components of ESIPostResult Message
Return Messaging Flags
Error Handling and Notification
Overview of Error Handling Process
Types of Errors
Error Handling Codes
Summary of Logging and Error Handling Processes
Supporting Multiple Oracle Applications Instances
Defaults and Cross-Referencing of Data
XML Schemas
Common Business Object (CBO)
Common Business Object Schema: Top Level
Common Business Object Schema: ESI Target Schema
Common Business Object Schema: Object Header
Control Data Schema
Part Schema
BOM Schema
BOM Children Schema
BOM Substitute Schema
Reference Designator on a BOM Schema
CN Schema
Part Information Query Schema
Input Schema
Output Schema
Routing Schema
Routing Operation Schema
ResourceLink Schema
ESILog
ESIError
ESIResultService
ESIJMSCustomProperties
Oracle Applications API and OIT Structures
Oracle Applications APIs and Procedures
Oracle Applications Object Details
ESISYSL SCHEMA OBJECTS
APPS SCHEMA OBJECTS
Create and Change Part
Open Item Interface
Open Item Interface - Revision
Create and Change BOM
API Name = Bill of Material Business Object Interface
Create and Change Process Plans
API Name = Routings Business Object Interface
Create CN
API Name = EnggChangeOrder
Implementing Windchill ESI in an SAP Environment
Business Processes and Organizational Considerations
Choosing Scenarios to Support
Deciding on Business Objects
Determining Critical Attributes
Determining System of Record
Managing Engineering Change Process
Deciding on Manufacturing Planning
Adding Special Attributes and Capabilities
Stating Locations of Objects
Complying with Design Assumptions
Planning for Data Transfer
Using Effectivity in ERP
Handling Effectivity in Windchill ESI
Project Life Cycle Considerations
Performing Gap Analysis
Performing Systems Integration (SI) Methodology Steps
Windchill ESI Assumptions
Creating and Changing Parts (Objects)
Creating or Changing Documents
Creating and Changing BOMs/Group BOMs
Creating CNs
Loading Release History
Load Release History
Migrating From Non-Windchill Systems
Migration Impacts When Using Sort String Identification in SAP
Distribution Target Prerequisites and Assumptions
Minimum Required System Configuration
SAP Attribute Length Assumptions
Configuration Assumptions
Create and Change Part Configuration Assumptions
Create and Change Document Configuration Assumptions
Create and Change BOM / Group BOM Configuration Assumptions
Create CN Configuration Assumptions
Creating and Changing Process Plans
SAP APIs
Implementing Windchill ESI Services Using the build.xml and ESITargetAssignmentLink.xml Files
Performance Planning
Analyzing Message Numbers and Sizes
JMS Interface
Rendezvous Interface
Identifying Potential Performance Bottlenecks
Windchill ESI’s Performance-Related Design Concepts
Applying Performance-Tuning Parameters and Techniques
Components to Tune
Performance-Tuning Techniques
Security Considerations
Authentication to SAP Systems
Authentication to TIBCO EMS queues
Other Features
Internationalization Considerations
Supported Languages and Locales
Setup and Control of Locale Variables
Locale Communication Between Windchill PDMLink and EAI Components
Locale Communication Between EAI Components and SAP
Summary of Language and Locale Variables Used
Internationalization: Business Scenarios
Business Scenario One
Scenario Two
Hardware and Network Sizing
Hardware Sizing: Physical Servers
Network Sizing
Technology Considerations for Traversing WANs and Firewalls
Traversing WANs and Firewalls with TIBCO EMS
EMS Direct Connections using TCP/IP or SSL Protocols
Traversing WANs and Firewalls with TIBCO Rendezvous
Rendezvous Daemons (RVD) and Rendezvous Routing Daemons (RVRD)
Rendezvous Secured Daemons (RVSD) and Rendezvous Routing Secured Daemons (RVRSD)
Adding High-Availability Capabilities
Deployment Scenarios
Simple Environments
Mid-Size Environments
Complex Environments
Understanding Windchill ESI Architecture
Windchill ESI Services
Remote Procedure Calls (RPC)
Process Flow for Publishing from Windchill
Message Flow
Common Business Object Data Model
XML Schema Specification
Transaction Management
Purpose and Capabilities
Transactions and Subtransactions
Transaction Tracking
Transaction Resubmission
Enterprise Systems Transaction Administration Graphical User Interface
Deletion of Transaction History
Message Logging, Error Handling, and Return Messaging
EAI Logging Process
Components of a Log Entry
Log Message Codes
Application
Type
Severity
Message Code
Internationalization
Numbering Scheme
Logging Flags
Logging Process Flow
Calling the Logging Service
Return Messaging to Windchill
Components of ESIPostResult Message
Return Messaging Flags
Error Handling and Notification
Overview of Error Handling Process
Types of Errors
Error Handling Codes
Summary of Logging and Error Handling Processes
Supporting Multiple SAP Instances
Defaults and Cross-Referencing of Data
XML Schemas
Common Business Object (CBO)
Common Business Object Schema: Top Level
Common Business Object Schema: Object Header
Control Data Schema
Part Schema
AUM Schema
BOM Schema
BOM Children Schema
BOM Substitute Schema
Reference Designator on a BOM Schema
CN Schema
Document Schema
Document Link Schema
Routing Schema
Routing/Task Schema
Routing Sequences Schema
Routing Material Task Allocation
Routing Operation Schema
Sub Operations Schema
Routing Product Resources Schema
Routing Component Allocation Schema
Resource Schema
ESILog
ESIError
ESIResultService
ESIJMSCustomProperties
SAP API Structures
Create Part
BAPI_MATERIAL_SAVEREPLICA
CCAP_REV_LEVEL_MAINTAIN
CALO_INIT_API
BAPI_TRANSACTION_COMMIT
BAPI_TRANSACTION_ROLLBACK
Change Part
BAPI_MATERIAL_SAVEREPLICA
CCAP_REV_LEVEL_MAINTAIN
CALO_INIT_API
BAPI_TRANSACTION_COMMIT
BAPI_TRANSACTION_ROLLBACK
Create BOM / Group BOM
CSAP_MAT_BOM_CREATE
BAPI_MATERIAL_BOM_GROUP_CREATE
CALO_INIT_API
Change BOM / Group BOM
CSAP_MAT_BOM_MAINTAIN
CALO_INIT_API
Create Document
BAPI_DOCUMENT_CREATE2
BAPI_TRANSACTION_COMMIT
BAPI_TRANSACTION_ROLLBACK
BAPI_DOCUMENT_CHANGE2
Change Document
BAPI_DOCUMENT_CREATENEWVRS2
BAPI_TRANSACTION_COMMIT
BAPI_TRANSACTION_ROLLBACK
BAPI_DOCUMENT_CHANGE2
Create CN
CCAP_ECN_CREATE
CCAP_ECN_MAINTAIN
CALO_INIT_API
Query Part Cost Details
BAPI_MATERIAL_GET_DETAIL
BAPI_MATERIAL_AVAILABILITY
Create Routing
BAPI_Routing_Create
Update Routing Using ZRFC_MODIFY_ROUTING
ZRFC_Modify_Routing
Update Routings Using CP_BD_DIRECT_INPUT_PLAN
Create and Update Equipment Using ZRFC
Creating and Changing Control Characteristics
Creating Control Characteristic Associations to Operations
Changing or Deleting Control Characteristic Links With Operations
Creating and Deleting Control Characteristic Associations with Parts
Specialized Administration
Windchill Runtime Architectural Overview
Windchill Clients and the Windchill Web Application
Windchill Server Manager and Method Servers
Windchill Web Application and the Windchill Help Center
The RDBMS Database and LDAP Directory Server
Configuring Your Windchill Environment
Using Windchill Configuration Assistant to Configure Windchill
Windchill Configuration Assistant Essentials
What the Windchill Configuration Assistant Does
Audience
Windchill System Requirements
Tuning Initial Settings
Managing Advanced Configurations
Affected Files
Running the Windchill Configuration Assistant
General Procedure for Running the Assistant
Ant Command Syntax for Running the Assistant
Targets for WindchillConfigAssistant.xml
Targets for Calculating Recommended Values
Targets for Propagating Values from Intermediate Files
Targets for Rolling Back Configuration Changes Made Through the Assistant
Targets for the site.xconf ConfigurationRef Element
Running Windchill Configuration Assistant in Unattended Mode
Running Windchill Configuration Assistant in Propagation Mode
Running the Assistant in Interactive Mode
Setting Property Values on the Command Line
Assistant Propagation Property Setting
Troubleshooting xconfmanager Problems
Missing windchillconfigurator.xconf File
Missing ConfigurationRef Element
Manually Setting Properties Outside of the Windchill Configuration Assistant
Windchill Configuration Assistant Log Files
Configuration Walkthrough
configureWindchill
Recording Initial Settings for Windchill Configuration Assistant Run
Backing Up Exisiting windchillconfigurator.xconf File
Determining System Memory and CPUs
Calculating Memory Regions
Calculating Optimum Server Manager and Method Server Configuration
Setting Windchill Cache Property Values
Setting Database Property Values
Interactive Mode Configuration Options
Removing the Terminal Windows
Configuring Remote Access from JMX Clients
Configuring Garbage Collection Baiting (GCBaiter)
configureTomcat
Sample Ant Command Output
Configuring Windchill Performance Advisor
Windchill Performance Advisor Utility
Setting Frequency of Generating Reports
Using Performance Advisor Agent to Send Diagnostic Data to PTC
PA Agent Utility
Windchill Performance Advisor Preferences
Windchill Performance Advisor Report Information
Viewing the Performance Advisor Reports that are Generated
Windchill Performance Advisor Report Content
Windchill System Information
Windchill Properties
Windchill Performance Metrics
Windchill Database Statistics
Windchill Configuration Assistant
License Usage Report
Windchill Performance Advisor Queue Details
Performance Advisor Queue Processing Details
Deleted Performance Advisor Queue Entry
Failed Performance Advisor Queue Entries
Configuring Password Management Options
User Password Management Options
Enabling the Password Change User Interface
Setting Up a Password Policy
Deciding on a User Lockout Policy
Deciding on a Password Expiration Notification Process
Customizing Apache Login Help Topics
System Password Encryption Options
Password Encryption Details
Encrypting Passwords Stored in Windchill Property Files
Encrypting Windchill System Passwords
Updating validProperties.list
Running the EncryptPasswords.xml Script encryptAllPasswords Target
Windchill Password Properties
Updating System Passwords in Windchill Property Files
Encrypting Passwords Stored in Info*Engine Properties
Updating Encrypted Info*Engine Passwords
Encrypting Passwords Stored in WVS Authentication Files
Encrypting Authentication Passwords
Updating Encrypted Passwords Stored in WVS Authentication Files
Encrypting Passwords Stored in the Worker Agent Configuration File
Encrypting Worker Agent Passwords
Updating Encrypted Passwords Stored in the Worker Agent Configuration File
Changing Keystore File Encryption
Using the EncryptPasswords.xml Script
addValueToKeyStore Target
encryptPw Target
recreateKeyStore Target
recreateKeyStoreForAdapter Target
Setting Up Meetings
Accessing Meetings
Configuring Email Notifications for Your Site
WebEx Meeting Center Setup
Meeting Center Setup for Your Site
Meeting Center Setup for Individual Organization Contexts
WebEx User Name and Email Address
Proxy Server for Connection to WebEx Meeting Center
Disabling WebEx Meetings
Windchill Desktop Integration Administration
Deploying DTI Using Silent Installation
Enabling Links in Windows Explorer
Configuring Desktop Integration for Form-Based Authentication
Windchill Search Administration
Windchill Search Properties
Configure Non-Indexed Keyword Searches
Customize Criteria Selections
Index Search Administration
Indexable Objects
Standard Windchill Search Indexing Policy
Configure the Solr Help Link
Configure Search Result Facets
Indexing File Content
Supported File Types for Content Indexing
Specify MIME Types for Content Indexing
Disable Content Indexing of Files
Add CAD Data to Windchill Index Search
Managing the Search Index
Index Backup and Recovery
Indexing Administration Utility
Bulk Index Tool
Optimizing Leading and Trailing Wildcard Queries Using Substring Indexes
Configuring Substring Indexes
Running the SubStringIndexTool
Synchronizing the Substring Indexes
Substring Index Configuration Properties
Content Holders and Content Objects
About Content Holders
Content Handling Configuration
Adding and Updating Data Formats
Reviewing Authentication
Administering the Authentication Process
Changing Info*Engine Request Validation Properties
Managing User Authentication Issues
Double Authentication
Authentication Configuration Tools
Authentication Security Considerations
Windchill Considerations for Security Infrastructures
Protocols
Modify Encryption Key Length
URL Generation
Server Codebase Property
Relative and Absolute URLs
Choosing Host Names
RMI
Server hostname Property
Configuration Properties
Cross-Site Request Forgery
Preventing Cross-Site Request Forgery Attacks
Windchill Cross-Site Request Forgery Prevention
Configuring Cross-Site Request Forgery Protection
Troubleshooting Cross-Site Request Forgery Issues
User Error Report Stack Trace Option
Best Practices for Securing Your Windchill Solution
Windchill Runtime Environment
Web Infrastructure
Java Platform Support
Three-Tier Architecture
Client Software Components
Web Browser
HTML Pages
Java Applets
Server Software Components
HTTP Server
User Authentication
HTTP Gateway
HTTP Requests
Session Credentials
HTML Page Generation
File Upload Using RMI
File Transfer Using HTTP
Server Manager
RMI Bootstrap Registry
RMI-Based Server Locator
Server Management
Server Launching
Background Processing
Session Credentials and Properties
Client Time-Out and Connection Limits
System Management
Method Server
RMI-Based Method Invoking Interface
Database Access
Client Time-Out and Connection Limits
Client Feedback
User Authorization
Background Processing
Log Files
Database Components
Object Relational Database Management System (ORDBMS)
Single Logical Database
Storing File Content as Large Objects
Business Rules
Business Rule Objects
Available Business Rules
Checkout Rule
Attribute Rule
Release Target Rule
BOM Release Rule
Available Business Rule Set
Administration of Business Rules
Rule Sets Table
Defining New Business Rules
Updating Existing Business Rules
Loading Business Rules Objects
Deleting Business Rule Objects
Viewing Rule Conflicts
Business Rules Execution
Business Rule Sets Results
Rule Set Hierarchy
Example of Multiple Rules, Rule Sets, and Relationships
Example for Bypassing Business Rule Conflicts
Troubleshooting Configuration Issues
Ensuring Data Security
Policy Administration
Context and Domain Hierarchies
Domain Administration
Creating or Editing a Domain
Moving a Domain
Viewing a Domain
Access Control Rules
Managing Access Control
Creating and Editing Access Control Rules
Deleting Access Control Rules
Retrieving Access Control Rules
Using the Absolute Deny Permission
Selecting All Except Participant
Access Permissions
Using Dynamic Roles in Access Control Rules
Viewing Access Control Lists
Indexing Rules
Managing Indexing Rules
Creating and Editing Indexing Rules
Considerations for Establishing Indexing Rules
Deleting Indexing Rules
Retrieving Indexing Rules
Viewing Indexing Lists
Notification Rules
Managing Notification Rules
Creating and Editing Notification Rules
Deleting Notification Rules
Retrieving Notification Rules
Viewing Notification Lists
Notification Configuration Properties
Access Control
Access Control Overview
About Access Control Policy Rules
Policy and Ad Hoc Access Controlled Information
Creating and Managing Access Control Rules
Setting Permissions
Setting Permissions through the Policy Administration Utility
Setting Permissions through the Access Table
Monitoring Changes to Permission Settings
About Access Control Lists
Deriving ACLs from Access Control Policies
How ACLs Work
Rules Governing Domain-based ACLs and Ad Hoc ACLs
Considerations When Resolving Dynamic Roles in Rules
Distributed Administration of Policy Rules
About Default Access Control Policy Rules
Using Dynamic Roles to Centralize the Administration of Access Control Rules
Managing Access to Enterprise Information
Domain Administered Information
Required Rules for Domain Administered Information
Required Rule for Contained Information
Content Holder Information
Foldered Information
Cabinets
Subfolders
Foldered Objects
Domain Inheritance for Foldered Objects in Windchill
Default Access Control Rules for Foldered Objects
Life Cycle Managed Information
Access Control Strategies for Life Cycle Managed Objects
Required Permissions for Life Cycle Managed Object Activities
Example of Using Life Cycle Roles
Required Permissions for View Managed Object Activities
Access to Cabinets
Restrictive Rules for Cabinets
Open Rules for Cabinets
Combining Access Control Strategies for Cabinets and Life Cycle-Managed Objects
Examples of Required Access Control Rules
Permissions Required for Creating a Part in a Shared Cabinet
Permissions Required for Moving Objects
Permissions Required for Editing Common Attributes for a Part
Permissions Required for Sharing Between Projects or Programs and Projects
Permissions Required for Sharing Between Products or Libraries and Projects
Permissions Required for Managing a Site-Level Group
About Lock on Imported Objects
Updating Permissions for a Lock on Imported Objects
Security Labels and Agreements
Security Labels Overview
Security Label Values
Null Label Values
Non-Null Label Values and Their Authorized Participants
Agreements as Exceptions to Non-Null Security Label Values
Security Labels and Access Control
Products Supporting Security Labels
Object Types Exposing Security Labels
Using Security Labels
Security Labels Table
Security Labels Change History Table
Setting Security Labels while Creating Objects
Setting Security Labels Using Object Initialization Rules
Setting Security Labels on New Objects in Product Structure Explorer
Setting Security Labels on New Objects in a Workspace
Download Confirmation for Security Labeled Objects
Viewing and Setting Security Labels on Existing Objects
Edit Security Labels — Collect Related Objects
Edit Security Labels — Single Object
Editing Attribute Values for Security Labels
Subscribing to Security Label Changes
Security Labels and the Copy, Save As, Revise, and Move Actions
Security Labels Import and Export
Exporting Objects with Security Labels
Importing, Restoring, and Loading Objects with Security Labels
Loading Objects with Security Labels from a Spreadsheet
Loading Objects with Security Labels Using a CSV File
Importing Objects with Security Labels Using an Import File
Security Labels and Change Objects
Security Labels and Meetings
Security Labels in the Product Structure Explorer and Windchill MPMLink Explorers
Security Labels and Desktop Integration
Security Labels and Visualization
Security Labels and Servigistics Arbortext Editor
Administering Security Labels
Adding New Security Labels or Label Values
Changing Display Names and Descriptions for Security Labels or Standard Security Label Values
Changing the Display Name and Description for Security Labels
Changing the Display Name and Description for Standard Security Label Values
Managing Authorized Participants
Auditing Security Label Changes
Changing or Adding the Agreement Type
Disabling Security Labels and Values
Configuring Security Labels
Security Labels Example Configuration
Export Control—Example Security Label
Corporate Proprietary—Example Security Label
Legal Information—Example Security Label
Third Party Proprietary—Example Security Label
Before You Begin Configuring Security Labels
Security Label Configuration Steps
Step 1. Define Security Labels - Required
Step 2. Define Standard Security Label Values - Optional
Step 3. Create a Custom Java Evaluator Class - Optional
Step 4. Create a Custom Translator Class - Optional
Step 5. Define Download Acknowledgement - Optional
Step 6. Edit the Security Labels Configuration File - Required
AgreementConfiguration Element
SecurityLabel element
CustomSecurityLabel element
Step 7. Edit LogicalAttributesSite.xml - Required
Step 8. Add Security Labels to RuleConfigurableTypeAttribute.properties - Optional
Step 9. Specify Attribute Handler for Label Attribute - Required
Step 10. Enable Setting Security Labels on Explorer Windows - Required
Step 11. Enable Agreement Object Type For Search - Optional
Step 12. Enable Agreement Object Type for Auditing - Optional
Step 13. Enable Agreement Object Type for Subscription - Optional
Step 14. Enable Security Label Events for Auditing - Optional
Step 15. Enable Modify Security Label Event for Subscriptions - Optional
Step 16. Hide Security Labels on Certain Objects - Optional
Step 17: Display Individual Security Labels in Table Views - Optional
Step 18: Move Customized Files into the Windchill Installation Directory - Required
Step 19: Set the Security Label Configuration File Location - Optional
Step 20. Enable Agreement Object Type For Search Command - Optional
Step 21: Display Security Labels in Table Views Command - Optional
Step 22: Propagate Changes to Property Files - Required
Step 23. Restart Windchill Method Servers - Required
Step 24. Add Agreements to List of Searchable Object Types - Optional
Step 25. Define Object Initialization Rules for Security Labels - Optional
Step 26: Display Security Labels and Security Label Values on Object Information Pages - Optional
Step 27: Displaying the Related Agreements Table on Object Information Pages - Optional
Specifying Authorized Participants
Specifying a UFID
Additional Security Label Configuration Concerns
Visualization and File Synchronization with Security Labels
Security Label Parameter for CAD Application Clients and Servigistics Arbortext Editor
Replication with Security Labels
Creating Custom Domains for Agreements
Setting Access Control Permissions for Agreement Managers
Watermarks and Security Labels
Best Practices for Security Labels and Agreements
Using the UpdateSecurityLabels Command Line Utility
UpdateSecurityLabels Command Line Utility
Configuration for Exporting Object Information and Security Label Values
Configuration for Running the UpdateSecurityLabels Command Line Utility
Exporting Objects with Current Security Label Values
UpdateSecurityLabels Command Line Utility Input File Requirements
Running the UpdateSecurityLabels Command Line Utility
UpdateSecurityLabels Command Line Utility Output File
Agreements
Accessing Objects Through an Agreement
Scope of an Agreement
Agreement Type and Subtypes
Agreement Attributes
Agreement Status
Agreement Starting and Ending Dates
Agreement Life Cycle
Agreement Authorized Objects
Authorized Objects Table
Authorized Participants Table
Agreements Page
Agreements Information Page
Creating Agreements
Editing Agreements
Authorized Security Label Values
Authorized Object Revisions through Agreements
Authorized Related Change Objects through Agreements
Viewing Agreements
Cutting or Copying and Pasting Agreements
Deleting an Agreement
Agreement Managers Group
Setting Up the Agreement Managers Group
Out-Of-The-Box Access Control Rules for the Agreement Managers Group
Tailoring Business Objects
Type and Attribute Management
Working with the Type and Attribute Management Utility
Defining Your System’s Types and Attributes
Type and Attribute Management Permissions
About Multiple Organization Contexts
View and Edit Modes
Managing Types
Property Value Inheritance
Creating a New Subtype
Deleting a Type
Localizing Property Values
User Interface Limitations
Using Typing in Conjunction with Classification
Type Information Page
Attributes Tab
Creating a New Attribute
Supported Data Types
Local Attribute and Global Attribute Comparison
Calculated Attribute Formulas
Graphical Attributes
Alias Attribute Mapping
Hyperlink Attributes
Attribute Properties Reference
Deleting an Attribute
Viewing and Setting Attribute Visibility
Setting Attribute Properties
Layouts Tab
Viewing an Attribute Layout
Creating a New Attribute Layout
Editing Attribute Layouts
Editing an Attribute Group
Conflict Resolution for Inherited Attribute Groups
Editing Group Attribute Properties
Adding a Nested Classification Layout
Deleting a Layout Element
Deleting an Attribute Layout
Relationship Constraints Tab
Creating a Relationship Constraint
Editing a Relationship Constraint
Deleting Relationship Constraints
Using Configurable Links
Cascading Attributes Tab
Cascading Attributes Rules Example
Enumerations and Cascading Attribute Rules
Creating a New Cascading Attribute Rule
Editing a Cascading Attribute Rule
Editing a Cascading Attribute Rule Condition
Attribute Set Report
Running the Attribute Set Report
Finding and Addressing Warning Conditions in the Attribute Set Report
Refreshing the Attribute Set Report
Constraints and the Attribute Set Report
Inherited Rules
Circular Dependencies
Attribute Information Page
Default Values Tab
Visibility Tab
Constraints Tab
Adding a New Constraint
Enabling and Disabling a Constraint
Deleting a Constraint
Editing Constraint Data
Enumerated Value List Constraints
Adding an Enumerated Value List — Use Existing Global Enumeration
Adding an Enumerated Value List — Create New Enumeration Based On Global Enumeration
Adding an Enumerated Value List — New Enumeration For This Attribute
Adding and Editing Attribute Constraint Conditions
Adding a Condition
Attribute Constraint Rules
Edit Constraint Window
Legal Types Tab
Adding and Editing Association Constraints
Viewing Primary Association Constraints
Deleting an Association Constraint
About Attribute Mapping
Managing Attribute Visibility in CAD Applications and Windchill
Creating an Explicit Attribute-to-Parameter Mapping
Deleting Mapped Attributes
Managing Global Enumerations
Creating a New Enumeration Organizer
Viewing and Editing Enumeration Organizers
Deleting an Enumeration Organizer
Creating a New Enumeration
Viewing and Editing Enumerations
Deleting an Enumeration
Creating a New Enumeration Entry
Viewing and Editing Entry Properties
Deleting an Entry
Managing Reusable Attributes
Creating Attribute Organizers
Viewing and Editing Attribute Organizers
Deleting Attribute Organizers
Creating Reusable Attributes
Viewing and Editing Reusable Attributes
Deleting Reusable Attributes
Moving Reusable Attributes and Attribute Organizers
Managing Measurement Systems
Creating Measurement Systems
Viewing and Editing Measurement Systems
Deleting Measurement Systems
Managing Quantities of Measure
Creating Quantities of Measure
Viewing and Editing Quantities of Measure
Deleting Quantities of Measure
About Windchill Units
Supported Unit Strings
Base Measures and Units
Windchill Pure Units
Exponential Units Prefixes
Supported Quantities of Measure
Display Units
Adding or Modifying Units Symbols and Conversion Factors
Type and Attribute Management Command-Line Tools
Exporting and Importing Type Information
Domain Prefixes in Type Names
Exporting Types
Creating an Export Definition File
Exporting Global Enumerations
Importing Types and Global Enumerations
Enabling Logging for Imports
Adding Columns to Types
Running the AddColumns Tool
Common AddColumns Tool Usage Scenarios
Manual Execution of the AddColumns Tool After Installation Requires Rebuilding Client Jars
Setting a Larger Database Column Size for String Local Attributes
AddColumns Report and Addressing Warnings
Example: Allocating Additional Columns for a Type
Using the TypeAttributeMoveTool Utility
Object Initialization Rules Administration
Understanding Object Initialization Rules
Object Initialization Rules Overview
Loaded Object Initialization Rules
Adding and Changing Object Initialization Rules
Accessing the Object Initialization Rules Administration Utility
How Object Initialization Rules Work
Defining the Content of XML Documents used for Object Initialization Rules
Windchill Types in Attribute Values
Object Types and Attributes Used with AttrValue and AttrConstraint
Variables
Algorithms Used with AttrValue
Examples of Algorithms Used with AttrValue
Default Folder Path Example using the FolderPathAttributeAlgorithm
Default Life Cycle Example using the LifeCycleTemplateAttributeAlgorithm
Default Team Template Example using the TeamTemplateAttributeAlgorithm
Document Attributes Example using the EnumTypeConstant
Algorithms Used with AttrConstraint
Examples of Algorithms Used with AttrConstraint
Folder Constraints Example using GetServerPreGeneratedValue
Examples using GetServerAssignedConstraint and GetImmutableConstraint
Life Cycle Constraints Example
Team Template Example
Conditional Logic Algorithms
Conditional Logic Algorithm Examples
Specifying Object Initialization Rules in a Context Template
Configuring Object Initialization Rules
Custom Rule Algorithms
Changing Numbering Schemes
CAD Document Numbering
Dynamic Document Numbering
Numbering for Parts Owned by Multiple Organizations
Additional Information about Numbering
Changing Versioning Schemes
Harvard Series Versioning Schemes
Properties for All Schemes
Additional Properties for Standard and Integer Schemes
Standard Alphabetic Scheme
Using the Default Standard Alphabetic Scheme Properties
Accommodating Legacy Characters in an Alphabetic Scheme
Accommodating Skipped Characters in an Alphabetic Scheme
Standard Integer Scheme
Using the Default Standard Integer Scheme Properties
File-based Scheme
Accommodating Legacy Values in Revision Labels
Specifying an Alternate Initial Revision Label
Specifying Alternate Next Revision Labels
Defining the XML File Content
State-based Scheme
Setting Up a File-based or State-based Versioning Scheme
Creating the XML File-based or State-based Versioning File
Loading the XML Versioning File
Setting File-based or State-based Versioning for Objects
Using Versioning Schemes that Conform to the U.S. Military Specification
Setting up the MilSpec Multicharacter Series
Defining the MilSpec Multicharacter Series
Using the MilSpec Multicharacter Series
Working with Object Initialization Rules
About Object Initialization Rules
Loading Object Initialization Rules
Adding Object Initialization Rules
Accessing the Object Initialization Rules Administration Utility
Object Initialization Rules Table
Rule Activities
Creating a Rule
Editing Rules
Displaying a Composite Rule
Enabling and Disabling Rules
Configuring Rules
Using Supported Types and Attributes
Windchill Object Attributes for AttrValue
Windchill Object Attributes for AttrConstraint
Specifying Rules
AttributeValues Tag Syntax
AttrValue Tag Syntax
AttrConstraint Tag Syntax
VarDef Tag Syntax
Optional AttrValue, AttrConstraint, and VarDef Attributes
Final XML Attribute
Ignore XML Attribute
Specifying Both final and ignore XML Attributes
Syntax for Algorithm Arguments
Validating Rules
Merging Rules to Create a Composite Rule
The Use of Object Type Hierarchy in Rules
The Use of Context Hierarchy in Rules
Creating Composite Rules
Rule Algorithms
Default Value Algorithms
Assigning Attribute Values Directly by Omitting Algorithms
Using Default Value Algorithms
Constraint Algorithms
Setting Display Characteristics Directly by Omitting Algorithms
Conditional Logic Algorithms
Test Algorithms
Branch Algorithms
Conditional Logic Algorithm Example
General Default Value and Constraint Algorithm Examples
Setting a Default Folder Path Example
String and Index Algorithm Examples
Example of Pregenerated Text
Example of Normal Text Input Behavior
Example of Displaying a Discrete List
Constraint Algorithm Usage for Folder Location Fields
Constraint Algorithm Usage for Number Fields
Object Numbering and Versioning
Object Numbering
Out-of-the-Box Schemes
Additional Sequences
Numbering Scheme Examples
Creating Numbering Scheme Rule Content
Defining a Generated Value
Defining Constants, Attributes, and a Generated Value
Using Default Attribute Values along with a Generated Value
Turning Off Autonumbering
Object Versioning
Out-of-the-Box Default Versioning Scheme
Setting Up a Versioning Scheme
Types of Versioning Schemes
Versioning Scheme Rule Content
Versioning Scheme Example
Creating and Loading a Versioning XML File
Creating the XML File
Loading the XML File
Format of File-based Versioning XML File
Format of State-based Versioning XML File
Accommodating Legacy Values in Revision Labels
Specifying an Alternate Initial Revision Label
Specifying Alternate Next Revision Labels
Versioning Scheme Properties
Creating an Alternate Harvard Series
Creating an Additional Multicharacter Series
Accommodating Legacy Characters in an Alphabetic Scheme
Enumerated Type Customization Utility
Accessing a Resource Bundle
Creating an Enumerated Type Value
Editing an Enumerated Type Value
Deleting an Enumerated Type Value
Analyzing System and Business Information
Reports and Queries
About Reports
Viewing a Report
Finding a Report
Editing a Report
Deleting a Report
Exporting and Importing Windchill Reports
Setup Required for Exporting and Importing Custom Report Files
Exporting Reports
Importing Reports
Reports Table
Refreshing the Reports Table
About Saved Reports
Saved Reports Table
Editing a Saved Report
About Data Monitors
Data Monitors Table
Creating a New Data Monitor
Editing a Data Monitor
Data Monitor Information Page
Report Information Page
Authoring Reports
Using Query Builder to Author Reports
Using Info*Engine Tasks to Author Reports
Using Report Studio to Author Reports
Windchill Business Reporting
Accessing Windchill Business Reporting
Configuring Windchill Business Reporting
Accessing Documentation within Windchill Business Reporting
Monitoring Reports
Scheduling and Delivery
Viewing a Report Instance
Predefined Reports
Report Builder
Using the Report Builder
Operators
Report Builder Developer Tools
About Charting
Creating a Chart
Editing a Chart
Printing a Chart
About Saved Charts
Saving a Chart
Deleting a Saved Chart
Chart Types
Managing Report Templates
Query Builder Maintenance Dashboard
Upgrade Modes for Query Builder Report Templates Authored Before Windchill 11.0
Query Builder
Properties (Query Builder)
Tables and Joins (Query Builder)
Adding Tables and Joins on a Report Template
Add an Individual Table
Draw a Join Between Tables
Add a Table and Join Concurrently
Populate with a Join Model
Deleting Tables and Joins
Setting a Main Type on a Report Template
Join Models
Select or Constrain (Query Builder)
Select Attributes to Add—Adding a Reportable Item
Adding and Editing Report Items
Macros
Operators (Select or Constrain)
Keywords
Database Functions
Criteria (Query Builder)
Adding and Modifying Boolean Expressions
Adding and Modifying Criteria Conditions
Operators (Criteria)
Specifying Outer Joins on Criteria
Sort (Query Builder)
Tools (Query Builder)
Server Status
Viewing and Sending Server Information
Understanding Server Status Threshold Values
Using the Monitoring Tools
Using the Performance Feedback Settings Page
Using the Log File Viewer Page
System Configuration Collector
Collecting System Configuration Information
Sending Previously Collected Information
Collection Status Window Details
Collected Information Details
Managing the System Configuration Collector Directory
Including System Monitor Information when Collecting Data
Prerequisites for Collecting System Monitor Data
Creating a System Monitor Category
Collecting System Monitor Data
Viewing Output Collected from System Monitor Plugin
Creating a Custom Collector Category
Using the Plugin View List
Editing a Custom Collector Category
Deleting a Custom Collector Category
Sending System Information to Technical Support
Prerequisites for Sending Information to Technical Support
Actions that Send System Information
Using the Support MBean to Send System Information
Using the TechSupportMain Command to Send System Information
Options for Where System Information Is Sent
Properties for System Information Send Options
Default Values Coded for Sending System Information
Example Properties for Storing Information Only In a Local Directory
Example Properties for Sending Information to Technical Support and to an Additional External System
Understanding ZIP File Details for Sent Files
Working with User Error Reports
Understanding the End User Error Page
Understanding the End User Error Email
Using the Persisted Log Events Page
Related Administration Activities
Auditing Administration
Auditing Event Framework
Configuring Audit Event Recording
About configAudit XML File
Tags in configAudit.xml and their Significance
About Classic Projects
Sample configAudit.xml
Service Events
Summary Events
Attributes Captured with Events
Security Audit Reporting
Creating a Security Audit Report
Selecting Events for Security Audit Reports
Generating a Security Audit Report and Exporting to a File
Specifying a Security Audit Report Query Name
Executing a Security Audit Report Query
Viewing the Criteria for the Security Audit Report Query
License Auditing
License Usage Reports
License Auditing Tools
Usage and License Reporting Utility for PDMLink, ProjectLink, and Arbortext Content Manager
Managing Usage Reports in PDMLink, ProjectLink, and Arbortext Content Manager
Monthly Usage Reports for PDMLink, ProjectLink, and Arbortext Content Manager
Exporting PDMLink, ProjectLink, and Arbortext Content Manager Usage Reports to a File
Editing the Report Distribution
View and Print Only Licenses Table
PLM Connector Importable Package Licenses Table
Organization Usage Reports
Monthly Organization Usage Reports
License Usage Reporting Utility for PDM Essentials and Pro/INTRALINK
Managing License Usage Reports in PDM Essentials and Pro/INTRALINK
Monthly License Usage Reports in PDM Essentials and Pro/INTRALINK
Exporting PDMLink, ProjectLink, and Arbortext Content Manager Usage Reports to a File
Editing the Report Distribution
Editing the License Count in PDM Essentials and Pro/INTRALINK
Viewing the License Count Change History in PDM Essentials and Pro/INTRALINK
Audit Log Purge Management Utility
Purging the Audit Logs
Working with Properties and Command Line Utilities
Windchill Configuration Properties
The site.xconf File Format and Contents
The xconf.dtd File
About the xconfmanager Utility
Formatting Property Value Guidelines
Using the xconfmanager Utility
xconfmanager Command Syntax
Viewing xconfmanager Help
Setting Property Values and Propagating Your Changes
Setting Specific Property Values
Restoring a Property Value to Its Default Value
Setting a Property Value to the Null Value
Adding and Removing a Property Value to a Multi-valued Property
Listing Property Information
Validating XCONF Files
Validating XCONF Files Examples
Other xconfmanager Options
About the windchill Command
windchill Arguments
windchill Actions
About the windchill shell
Changing the Revision of Objects
Changing Views Assigned to Parts
Exporting and Importing Preferences
Exporting Preferences
Importing Preferences
Local and Shared Team Command Line Utilities
Adding a Shared Team to an Existing Context
Deleting an Existing Local Team
Deleting Local Team Roles
Finding the Object or Container Identifier
Single-Level View Version Conversion Command Line Utility
Multi-Level Revision Labels
Single-Level View Version Conversion Flags
Running the SingleLevelViewVersionConversionUtility Command Line Utility
Life Cycle Command Line Utilities
Reassign Life Cycle Command Line Utility
Running the Reassign Life Cycle Utility
Remove Life Cycle History Command Line Utility
Running the Remove Life Cycle History Utility
Workflow Command Line Utilities
Delete Workflow Processes Command Line Utility
Complete Running Processes Command Line Utility
Workflow Queue Cleanup Command Line Utility
Windchill Replication Package Command Line Utility
PLM Connector Server Importable Package License Property
Windchill Replication Package ZIP Delivery Command Line Utility
Running the Windchill Replication Package ZIP Delivery Command Line Utility
Windchill Replication Package ZIP Delivery Command Line Utility Example
Windchill Replication Package Import Command Line Utility
Running the Windchill Replication Package Import Command Line Utility
Windchill Replication Package Import Command Line Utility Example
Automating Replication Package Import
Supporting Visualization and Publishing
Getting Started with Windchill Visualization Services
Sizing a Visualization Publishing System
About the wvs.properties.xconf File
Configuring Automated Publishing of Viewables
Introduction to Automated Publishing
General Flow of the Automated Publishing Configuration
Planning for an Automated Publishing Configuration
Installing and Configuring the Creo View Adapters
Configuring the Creo View Adapter as a WVS Worker
Configuring the Recipe Settings of the Adapter
Configuring a Creo Parametric Worker for File Synchronization
Configuring Other MCAD Application Workers for File Synchronization
Configuring Publisher Queues
Introduction to Publisher Queues and Jobs
General Flow of Publisher Queue and Worker Agent Configuration
Calculating the Number of Publisher Queues
Configuring Additional Publisher Queues
Setting Publish Job Priority
About Configuring Publisher Queue and Worker Availability
Configuring Dedicated Publisher Queue Sets and Worker Sets
Server-side Watermarking
About Server-side Watermarking
Introduction to Server-side Watermarking
General Workflow for Server-side Watermarking
Designing and Creating Server-side Watermarks
Configuring Creo View to Display the Watermark
Testing the Configured Client-side Watermark
Create a Watermark Package of the Creo View Watermark Configuration
Deploying the Creo View Watermark Configuration in Windchill
Testing the Configured Server-side Watermark
Configuring Positioning Assembly Publishing
Introduction to Positioning Assemblies
Extended Positioning Assemblies
Interference Detection
Configuring the Windchill Interference Management Service
Interference Detection Considerations
Data Considerations
Process Considerations
Current State of Play
About Visualization
Getting Started with Windchill Visualization
Downloading and Installing Creo View
About Windchill Visualization Administration
Working with Worker Agent Administration
Testing a Worker from Windchill
Displaying the Worker Log Files
WVS Job Scheduler Administration
About Visualization Configuration Administration
Adding Creo View Configurations and Publish Rules
About Publish and Thumbnail Control
Windchill Visualization Services Overview
Overview of File Types
Overview of Job Types
WVS Data Model
WVS Architecture
Visualizing Parts, CAD Documents and Windchill Documents
Understanding Publishing and Representations
Visualizing Documents
Dynamic Documents
Representations of CAD Documents containing Owner-Associated Parts
Exposing the Representations and Annotations Table for Parts
Making Representation Content Files Available from the Representations and Annotations Table
List of Representation File Extension Types
WVS Publisher
Publisher Queues and Jobs
Managing Publisher Queues and Jobs
Introduction to Publisher Queues and Jobs
General Publishing Process
Typical Publisher Queue Management Operations
Configuring Publisher Queues
Prioritizing WVS Jobs
Configuring Additional Publisher Queues
Configuring Publisher Queue and Worker Availability
Using Dedicated Publish Queues
Submitting Publish Jobs to Dedicated Publish Queues with Specific Priority
Providing Dedicated Workers for Dedicated Publish Queues
Use Cases for Submitting Publish Jobs to Dedicated Publish Queues with Specific Priority
Use Cases for Providing Dedicated Workers for Dedicated Publish Queues
WVS Administration Utilities
The WVS Job Monitor
WVS Job Statistics
WVS Job Scheduler Administration
Publishing CAD Documents
Timeouts, Automated Publishing, and Scheduled Publishing
File Synchronization
Introduction to File Synchronization
Using a File Synchronization-Capable Worker
Encrypting Passwords When Using File Synchronization
Configuring the Worker
Post-Install Configuration of the Worker on Windows
Defining the Variable PTC_WGM_ROOT Folder Location to Create Application Data with SolidWorks
Configuring the GS Worker Daemon Service Properties
Configuring the GS Worker Daemon Service Properties with Creo Elements/Direct Drafting
Post Install Configuration of the Worker on UNIX
Configuring a Secure Environment for Single Servers with Self-issued Server SSL Certificates
Configuring the Creo View Adapter for Creo Parametric for HTTPS
Accepting Certificates on Windows
Accepting Certificates on UNIX
Note About Publishing AutoDesk Inventor Assemblies
Heterogeneous Design in Context Considerations
Testing the Publishing Configurations
Testing the Worker Agent Configuration
Test 1: Starting the Worker
Test 2: Create a Viewable on Demand
Test 3: Creating a Representation from Local Data
Testing the FTP or FTPS Server Configuration
Advanced Publishing Configuration
Copy Forward Functionality
Copying Representations Forward
Copying Markups Forward
Copy Forward Properties
Enabling the Copy Forward Functionality
Positioning Assembly Publishing
Configuring Publishing of Positioning Assemblies
Configuring Publishing of Extended Positioning Assemblies
Publishing External Simplified Representations as Positioning Assemblies
Recipe Overlay Mechanism
Encrypting Passwords When Configuring Workers
Configuring Workers with Trusted Host Authentication
About Publish and Thumbnail Control
Worker Agent
Introduction to Worker Agent Configuration
Working with Worker Agent Administration
Testing a Worker from Windchill
Displaying the Worker Log Files
Guidelines for Configuring a Worker "Common File System"
Configuring the Worker Agent
Configuring a Worker on the Same Machine
Configuring a Worker on a Different Windows Machine
Creating a Common Windows-to-Windows File System
Adding a Worker to a Different Windows Machine
Configuring a Worker on a Different UNIX Machine
Creating a Common File System
Adding a UNIX Worker to the Worker Agent
Configuring a UNIX-to-UNIX Network File Server (NFS)
Configuring a CADDS 5 Non-English UNIX Worker to Run the FTP Daemon
WVS Loader
WVS Loader Import Mechanism
WVS Adobe Experience Manager Server Integration
Configuring an Adobe Experience Manager Server
Adobe Reader Extensions
Applying DDX Instructions Defined in a Template
Using Adobe Reader Extensions with the Creo View Adapter for Documents
Adobe Experience Manager PDF Conversion Utility
Custom Experience Manager Delegate
Updating a PDF file with a Configured Adobe Experience Manager Server
Sample Configuration Steps for Creating a Document Cover Sheet
WVS Creo View Integration
Launching Creo View from Windchill
About Launching Creo View Using a Plug-in (Legacy)
About Launching Creo View without a Plug-in
To Launch Creo View from Windchill
Browser Configurations
Using WebGL to Render 3D Graphics
Visualizing CAD Represented Parts and Assembly Features
Creating and Enabling Server-side Watermarks
Creating Server-side Watermarks
Enabling Server-side Watermarks on the Server
Exporting Watermarks for Creo View
WVS Publish Rules
About Publish Rules
Enabling Publish Rules
Evaluating Publish Rules
Introduction
Events that Trigger Publish Rules Evaluation
Evaluating Publish Rules Logic
Step 1: Matching <authoring-application>
Step 2: Matching <epm-number>
Step 3: Matching <epm-iba> with ‘value’ attribute present
Step 4: Matching <epm-iba> without ‘value’ attribute present
Step 5: Matching <epm-type>
Step 6: Fall-through matching
Step 7: Matching <structure-type>
Step 8: Matching <publish>
Step 9: Processing <param-set-ref>
Step 10: Processing <param-set>
Step 11: Substitution of text values
Step 12: Evaluation Complete
Configuring Publish Rules
Introduction
Creating the Publish XML File
Loading the Publish XML File
Investigating Publish Rules Errors
Post-Publishing
Introduction
DefaultPostPublishDelegate
Required Parameters
Optional Parameters
EPMPostPublishDelegate
Required Parameters
Optional Parameters
DDPostPublishDelegate
Required Parameters
Optional Parameters
AdditionalFilesPostPublishDelegate
Required Parameters
Optional Parameters
Manual Post Publishing
Using Conditions in Publish Rules
Configuring Additional File Types
Additional File Types Elements
Condition Elements
Compatibility of the Publish Rules Elements
Republishing
Examples of Publish Rules XML Files
Introduction
Simple Servigistics Arbortext Publishing
Highlights
Creating Servigistics Arbortext Documents from CAD Documents
Highlights
Multi-fidelity Representations
Multi-fidelity Overview
Configuring Multi-fidelity Representations
Fidelity Subtypes
Creating New Fidelity Subtypes
Access Control and Preferences for Fidelities
Setting Multi-fidelity Preferences
Access Control of Fidelities
Multi-fidelity and Batch Interference
Windchill Interference Management Services
Introduction to Interference Detection
Interference Detection Process
Setting Interference Detection Preferences
Customizing Interference Results Tables
WVS Print Services (Batch Print)
Batch Print Preferences
Simple Printer Configuration
Complex Printer Configuration
Troubleshooting
Troubleshooting the Worker Agent
Starting Workers from the Worker Agent
Using Worker Agent Administration
Starting and Stopping Workers
Testing a Worker
Viewing Log Files
Overview of Monitor, Helper, and Worker
Monitor log files
Helper log files
Worker log file
Starting Verbose Workers
Manually Publishing a Document
Using the WVS Job Monitor
Troubleshooting the WVS Job Monitor
Arbortext Publishing Engine (PE) Worker
Servigistics Arbortext Publishing Engine (PE) Worker and Publishing
Configuring the PE Worker
Before You Begin
Prerequisites
Naming Conventions
Process Overview
Configuring the PE Worker
UNIX
Configuring the PE Worker Monitor
UNIX
Configuring the Worker Agent
Configuring Publishing for Servigistics Arbortext Authored Dynamic Documents
Overview
Configuring the WVS Publisher for the Servigistics Arbortext Editor
Publishing Servigistics Arbortext-Authored Dynamic Documents
Configuring the Distributed File Server Worker
Introduction to Distributed File Server Worker
Configuring a Distributed File Server Worker
Dedicating a Windchill User Account for the Worker
Enabling Distributed File Server Worker Functionality
Set up File Synchronization
Setting the Rule to Invoke the Worker
Verification
Configuring Upload to File Server Hook (Optional)
Troubleshooting the Distributed File Server Worker
Master Site Issue
Publishing Fails; Site Naming
Publishing Fails When the File Server Name Contains Spaces
Hook Does Not Execute
File Upload Control
WVS Advanced Server Configuration
Configuring WVS for Multiple Background Method Servers
Configuring the Worker Agent in a Windchill Cluster
Configuring the Worker Agent in a High Availability Windchill Cluster
Generating Viewables and Thumbnails in Clustered Environments
Displaying Job Details in the Executing State in the Publish Monitor in a Clustered Environment
Appendix
Windchill Visualization Service Properties
Creo Parametric and CATIA V5 Bi-Directional Data Conversion for HDIC Configuration Guide
Limitations of HDIC Conversion
Limitations of HDIC Conversion
Before You Begin
Setting Up the Creo Worker for HDIC Conversion
HDIC Conversion and Additional Files
Using the Creo Parametric Publisher with Multiple Workers for HDIC Conversion
Site Maintenance
Queue Management
Understanding Background Queues
Background Queue Details
About Background Queues
Out-of-the-box Background Queues
CollectorBasedPackageQueue
commonScheduleQueue
ContentControlQueue
CtScheduleQueue
dataMonitorProcessingQueue
dataMonitorScheduleQueue
DataSharingQueue
DeleteCompletedWorkItemsQueue
DigestNotificationQueue
DTODeliverablesQueue
DTOOffPeakQueue
EMailQueue
forumEventPropogationQueue
Indexing Queue and Bulk Indexing Queue
IXRepositoryQueue
NotificationQueue
NotificationScheduleQueue
PartsLinkQueue
ProjectScheduleQueue
PublisherQueues
RDImportExecutorQueue
WfPropagationQueue
WfScheduleQueue
WfUserWorkQueue
WPSyncQueue
Configuring Background Queues and Related Properties
Configuring Method Servers for Background Queues
Background Queue Properties
Background Queue Log Properties
Other Background Queue-Specific Properties
High Availability Queue Processing
Workflow Queue Tuning
Queue Pooling
Dedicated Queues
Enabling Dedicated Queues
Setting the Has Dedicated Queue Flag to True
Combining Queue Pooling and Dedicated Queues
Working with the Queue Management Utility
Viewing Queue Information
Queue Attributes
Queue Entries Table
Creating a Queue
Editing Queue Attributes
Enabling and Disabling Queues
Starting and Stopping Queues
Viewing Queue Entries
Performing Regular Queue Maintenance
Assigning Queues to Groups
Deleting a Queue
Managing Windchill Logging
Out-of-the-box wt.properties Log File Settings
Configuring Which Log Events Are Stored
Understanding Summary Log Entries and MBeans Settings
Ensuring Proper Backup and Recovery
Monitoring Temporary Files
Using Java Management Extensions (JMX)
Client Types
JConsole
Getting Started with JConsole
Working in JConsole
Connecting to JConsole
Windchill Tab Information
VisualVM
Getting Started with VisualVM
Working in VisualVM
Installing VisualVM Plugins
Other JMX Clients
Setting Up Your JMX Environment
Checking the Notification Threshold Values and Error Levels
Populating the JMX-Administrators List
Establishing Connections
Server Manager Connections
Method Server Connections
Identifying a Method Server Port Number and JMX URL for Remote Access
Remote JMX Monitoring
Managing a Remote Machine using JConsole
Managing a Remote Machine using VisualVM
Configuring JMX Connections to Server Managers and Method Servers
Connecting Remotely when there are Firewalls
Using JMX in a Cluster Environment
Accessing Windchill MBeans from JConsole
Configuring JMX Email Notifications for Method Server Log Messages
Using MBeans to Modify Property Values
Using the Loader MBean to Persist Configuration Changes
Using MBeans to Stop or Restart Method Servers
Using MBeans to View and Email Log Files
Using MBeans to Work with Log Files
Using MBeans to Review Queue Attributes
Using MBeans to Monitor Windchill Directory Server
Windchill MBeans
ActiveUsers (Monitors)
DirContexts (Monitors)
Dumper
Emailer
GarbageCollection (Monitors)
IeCalls (Monitors)
IeContexts (Monitors)
InfoEngine
Loader
Logging
wt.logs.dir (LogsDirViewers)
Memory (Monitors)
MethodContexts (Monitors)
MethodServer
MethodServers (Monitors)
NotificationHandlers
ProcessCpuTime
Properties
PropertiesManager
Queues (Monitors)
Reporting System
RMICalls (Monitors)
ServerManager
ServerManager (Monitors)
ServletRequests (Monitors)
ServletSessions (Monitors)
Summaries
Support
TopSQL (Monitors)
UserSpecified (Monitors)
VaultSites
WebAppContexts
WindchillVersion
WrappedSockets
Rehosting a Windchill Environment
Using the System Monitor
Enterprise Deployment Resources
Info*Engine Administration
Performing Info*Engine Administration Activities
Using the Property Administration Utility
Logging on to the Property Administration Utility
Operating the Property Administration Utility
Filling in Forms and Using Form Buttons
Accessing Help
Creating LDAP Entries
Adapter Entry Example
Using the Form Editor
Adding Properties to an Existing Form
Editing Existing LDAP Entries
Using Task Delegate Administration
Accessing the Task Delegate Administration Utility
Delegate Components
Delegates
Repositories and Repository Types
Type Identifier
Schema
Managing Logging
Info*Engine Administration Utility
Property Administrator Main Page
Property Administrator Actions
Log On Credentials
Common LDAP Entry Properties
Services and Adapters
Info*Engine Server
Info*Engine Servlets
Naming Service
Task Processor
Gateways
Windchill Adapter LDAP Entry
Windchill Adapter Properties
JNDI Adapter LDAP Entry
JNDI Adapter Properties
JDBC Adapter LDAP Entry
JDBC Adapter Properties
SAP Adapter LDAP Entry
SAP Adapter Properties
Task Delegate Administration
Logging On and Off
Managing Delegates
Creating a Delegate
Finding Delegates
Updating a Delegate
Deleting a Delegate
Importing Delegates
Exporting Delegates
Managing Repository Types
Creating a Repository Type
Updating a Repository Type
Deleting a Repository Type
Managing Repositories
Creating a Repository
Updating a Repository
Deleting a Repository
Managing Schemas
Creating a Simple Schema
Creating a Complex Schema
Managing Simple Schemas
Managing Complex Schemas
Managing Ranges
Adding a Range
Adding Additional Ranges
Deleting a Range
Managing Enumerated Values
Adding One Enumerated Value
Adding Multiple Enumerated Values
Updating an Enumerated Value
Deleting an Enumerated Value
Managing Attributes
Adding an Attribute
Updating an Attribute
Deleting an Attribute
Managing Type Identifiers
Creating a Type Identifier
Updating a Type Identifier
Deleting a Type Identifier
Windchill Directory Server Administration
Managing a Windchill Directory Server
Updating Windchill Directory Server to the Latest Maintenance Release
Viewing Windchill Directory Server Configuration Settings
Starting the Control Panel
Starting the Windchill Directory Server
Stopping the Windchill Directory Server
Disabling or Enabling Windchill Directory Server as a Windows Service
Controlling Access to the Windchill Directory Server Commands
Installing the Windchill Directory Server
Creating Additional Base DNs
Verifying the Windchill Directory Server Installation
Uninstalling the Windchill Directory Server
Configuring a Windchill Directory Server
Using the dsconfig Command
Setting Windchill Directory Server Password Policies
Password Policy Properties
Setting Up Email Notifications for Password Policy Events
Setting Up Time Tracking for Last Logins
Displaying Your Password Policy Configuration
Configuring Password Policies
Configuring Password Policy Lockout Failure Count
Configuring Password Lockout Duration
Configuring Minimum Password Age
Configuring Password Expiration Policy
Setting Password Expiration Time and Adding Validators
Managing the Windchill Directory Server Logging
Listing the Current Log Publishers
Changing a Log Policy
Using SSL to Access the LDAP Server
Managing User Accounts
Displaying the Status of User Accounts
Locking and Unlocking User Accounts
Resetting User Passwords
Managing Directory Data
Adding a New Entry
Deleting an Entry
Viewing Entries
Backing Up and Restoring LDAP Directory Data
Scheduled Tasks
Monitoring Scheduled Tasks
Scheduling Tasks Using the Control Panel
Scheduling Tasks Using the Command Line
Control Panel Backup and Restore
Backing up LDAP Directory Data
Restoring Directory Data
Exporting Entries to an LDIF File
Importing Entries
Replication
Supported Configurations
Setting Up Replication
Sample setup commands for the two-host configuration
Sample setup commands for the four-host configuration
Replication Conflicts and Conflict Resolution
Recovery
Other Administrative Actions
Searching for conflict entries
Monitoring Replication
Using the dsreplication status command
Examining Startup Messages
Examining the errors log
cn=monitor Virtual Status Entries
Monitoring Windchill Directory Server with the Control Panel
Integration with Other Applications
Managing CAD Data
CAD Data Management in Windchill
Windchill Objects and PDM Concepts
CAD Models, CAD Documents, and Windchill Parts
The Commonspace and the Workspace
Workspace Data Management Scenarios
Managing CAD Documents from the Information Page
Managing Parts from the Information Page
Drawing-Part Relationships
Using the Workspace to Manage Work-in-Progress
Getting Connected Using the Server Management Utility
Introduction to the Workspace
Workspace Page Functionality
Workspace Frames Overview
Managing Workspaces
Workspace Actions Menu
Creating a New Workspace
Activating a Workspace
Deleting a Workspace
Locking a Workspace
Unlocking a Workspace
Offline Workspace Functionality
Event Management Utility
Viewing Event Information
Managing Conflicts
Resolving Conflicts
Workspace Preferences
Setting General Workspace Options
Setting Workspace Refresh Performance Options
Setting Part Configuration Specifications
Setting Document Configuration Specifications
Common CAD Data Management Activities
Performing a Windchill Search or Browse
Viewing Workspace Objects
Using a Featured Objects List in Your Workspace
Using a Top Level Objects List in Your Workspace
Object Status Overview
Collecting Related Objects Overview
Collecting in Basic Mode
Collecting in Advanced Mode
Dependency Processing
Setting a Location
Selecting an Organization
Specifying an As Stored Configuration Specification
Authoring Application Version Reference
Workspace File Menu
Adding Objects to the Workspace
Removing Objects from the Workspace
Creating a New CAD Document
Creating a New Part
Creating a New Data Sheet Dynamic Document
Creating a New Graphics Dynamic Document or Graphic Information Element
Managing Graphics Dynamic Documents
Using the Graphics Upload Interface
Creating a New Revision
About Revision of Non-latest Objects
Setting a Revision Level
Opening Objects in a CAD Application
Opening Workspace Objects from the Embedded Browser
Opening Objects from a Standalone Browser
System Responses in a Standalone Server Environment
Opening Objects in Creo View
Opening an Information Page
Checking Out Objects from Windchill
Preferences for Add to Workspace and Check Out
Checking Out Non-latest Objects
Checking In Objects to Windchill
Checking In Graphics Dynamic Documents
Undoing a Checkout
Administrative Undo Checkout
Locking and Unlocking Objects in the Workspace
Uploading Objects from Workspace Cache
Using Workspace Save As
Updating Out-of-Date Objects
Renaming CAD Documents and Parts
Setting New Names
New Name System Behavior
Setting a View
Adding Objects to a Change Task from the Workspace
Add to Change Task Flow
Workspace Edit Menu
Editing Object Attributes
Setting Attribute Values
Associating CAD Documents and Windchill Parts
Managing Security in the Workspace
Setting a Life Cycle State
Workspace Tools Menu
Importing and Exporting CAD Data
Exporting from the Workspace
Importing to the Workspace
Synchronizing Your Workspace
Information Pages Overview
CAD Document Information Page
Dynamic Document Information Page
Note Information Page
Information Page Actions
Saving Commonspace Objects As New Objects
Setting New Names During Save As
Using Save As to Derive a Simpler Part Structure
Replacing Incomplete Objects
Adding a Placeholder
Editing Attachments of CAD and Dynamic Documents
Exporting from the Information Page, Folder Page, or Search Results
Information Page Reports
Viewing CAD or Dynamic Document Structures
Viewing a Single Level Report
Viewing a Multilevel Report
Bulk Items Overview
Viewing Content Information
Viewing Where Used Information
Relationship Report
Source and Image CAD or Dynamic Documents
Comparing Content on Versions and Iterations
Viewing Family Information
Family Tables
Displaying Family Tables
Saving a Copy of Family Table Objects
Copying the Generic Object Only
Copying the Entire Set of Instances
Copying a Partial Set of Instances
Copying a Single Instance Only
Editing Family Table Attributes in Windchill
Bulk Build Utility for Parts Related to CAD
Preparing the Bulk Build Input File
Input Validation and Build Processing
Bulk Build Utility Output Files
Launching the Bulk Build Utility
Searching the Windchill Database
Performing a Search
Performing an Advanced Search
Performing a Windchill Search or Browse
Saving a Search
Managing Saved Searches
Managing CAD and Part Relationships in Windchill
Introduction to CAD and Part Relationships
CAD and Part Association Overview
Comparing CAD and Part Association Types
Association Types for CAD-Driven Product Design
Association Usage Examples
Building CAD and Product Structure
Build Rules and Build Links
Setting Up Build Rules and Preferences
Managing Attribute Build Rules
Automatically Relating Drawings to Parts
When to Build
Association Actions for CAD-driven Design
Automatically Associating CAD Documents and Windchill Parts
Editing the Association of CAD Documents and Windchill Parts
Part and CAD Association Overview
Association Actions for Top-down Design
Creating Parts with Associated CAD Documents
Customizing Auto Associate
Setting Preferences to Automatically Find Matching Windchill Parts
Using and Modifying the AutoAssociatePartFinderCreator Interface
Modifying the Implementation to Search for Customized Parts or Custom Parts
Controlling the Associations Formed by Auto Associate
Controlling the Creation of Parts by Auto Associate
Controlling the Default Location of Parts Created by Auto Associate
AutoAssociatePartFinderCreator Modification Example
Managing the BOM from CAD Document or Windchill Product Structures
Filtering Gathering Parts
Managing Multiple Windchill Part Structures Sharing the Same CAD Structure
Driving Multiple Part Structures from a Single CAD Model Using Multiple Owner Associations
Creating Alternate Structures in a New Product
Using Save As to Create Alternate Structures in an Existing Product
Limitations of Using Multiple Part Structures Sharing the Same CAD Structure
Managing CAD and Part Structures in Windchill
Introduction and Methodology Overview
Comparing Product Structures
Asynchronous Product Structure Development
Parts with Special Attributes
Comparing CAD Document Structure to Part Structure
Using the Insert Existing Action
Comparing Part Structure to CAD Document Structure
Using the Set for Build Action
CAD-driven Design
Sample CAD-driven Methodology Flow
Document Templates and Subtypes
Association and the Build Process
Editing a CAD-driven Part Structure
Adding a New Child Part
Adding an Existing Child Part
Changing Part Quantity
Removing a Child Part
Managing Deleted Occurrences in a CAD-driven Part Structure
Top-down Design
Sample Top-down Methodology Flow
Creating Parts with Associated CAD Documents
Editing a Windchill Part Structure
Adding a New Child Part
Adding an Existing Child Part
Changing Part Quantity
Removing a Child Part
Pruning an Overloaded Structure to Derive New Designs
Setting Build Status
Building the CAD Structure from the Part Structure
Updating CAD Document Usage Links
Managing Deleted Occurrences
Publishing Mass Changes to CAD
Design-in-Context
Design in Context Flow
Configuration Context Overview
Creating a Configuration Context
Modifying a Configuration Context
Deleting a Configuration Context
Configuration Context Information Page
Using the Configuration Context Structure Tab
Editing Action Set - Configuration Contexts
Check Out/In Action Set - Configuration Contexts
Viewing Action Set - Configuration Contexts
New Action Set - Configuration Contexts
Filter Action Set - Configuration Contexts
Design Context Action Set - Configuration Contexts
Design Context Overview
Creating a Design Context from a CAD Structure
Creating a Design Context from a Part Structure
Auto Generating a Design Context
Updating a Design Context
Opening a Design Context in a CAD Tool
Design Context Information Page
Using the Edit Definition Tab
Editing Action Set - Design Contexts
Design Context Action Set - Design Contexts
Viewing Action Set - Design Contexts
Filter Action Set - Design Contexts
Attribute Rules Action Set - Design Contexts
Setting a Box Spatial Rule
Setting a Sphere Spatial Rule
Setting a Proximity Rule
Updating a Spatial Rule
Managing Attribute Rules
Creo Parametric – Windchill Integration
Getting Started with Using Creo Parametric with Windchill
Some Quick Basics
Collecting Objects for PDM Operations
About Dependency Processing
Collection Configuration
Using the Collection Tools
Collecting in Basic Mode
Collecting in Advanced Mode
Setting an Object Location
PDM Actions
Opening Objects in Creo Parametric
Opening Workspace Objects from the Embedded Browser
Opening Objects from a Standalone Browser
System Responses in a Standalone Server Environment
Saving and Uploading Objects
Creating CAD Documents with CAD Data
Creating Part Structures for CAD Data
Associating CAD Documents to Parts
Automatically Associating Parts
Auto Associate Conditions
Editing the Associations of CAD Documents and Parts
Uploading Objects
Performing an Upload from Creo Parametric
Performing an Upload from the Workspace
Checking In Objects
Checking In Objects from Creo Parametric
Performing an Automatic Check In
Performing a Custom Check In
Checking In Objects from the Workspace
Checking Out Objects
Checking Out Objects from Creo Parametric
From The Menu
From the Model Tree
Check Out On-The-Fly
Checking Out Objects from the Workspace
Comparison of Download, Link, and Reuse
Checking Out an Earlier Iteration
Undoing a Check Out
Adding Objects to the Workspace
Initiating a Download from Creo Parametric
Initiating Add to Workspace
Removing Objects from the Workspace
Keeping Workspace Objects Up-to-Date
Refreshing the Cache
Importing Objects to the Workspace
Overview of Importing Objects
Interpreting the Status of Imported Objects using Workspace and Commonspace Content Status Column and Status Message Column
Exporting Objects from the Workspace
Overview of Exporting Objects
Revising Workspace Objects
Setting a Revision
Using the Event Management Utility
Event Management Page
Event Types
Event Actions
Event Information Page
Conflict Management Page
Advanced Techniques
Modifying Object Attributes (Properties)
Editing Attributes from the Workspace
Editing Attributes from the Information Page
Setting Attribute Values
Updating Attribute Values in Creo Parametric and Windchill
Renaming Objects
Deriving New Designs Using Save As
Save As Overview
Using Workspace Save As
Using Commonspace Save As
Comparing Creo Parametric Native Save As
Using Save As
Setting a View
Working with Family Tables
Family Table Structure
PDM Activities with Family Tables
Viewing Family Tables in Windchill
Uploading and Checking In a Simple Family Table
Checking Out and Adding Family Tables to the Workspace
Modifying Family Tables
Modifying Family Tables in Creo Parametric
Modifying Family Table Attributes in Windchill
Saving Family Tables Objects as New Objects
Copying the Generic Object Only
Copying the Entire Set of Instances
Copying a Partial Set of Instances
Copying a Single Instance Only
CAD Document Templates and Creo Parametric Start Parts
Managing Creo Parametric Start Parts In Windchill
Creo Parametric Start Part Configuration Options
Using Library Parts
Part Library Setup
Retrieving Components from a Library
Managing Incomplete Dependent Objects
Identifying Incomplete Dependents
Resolving Incomplete Dependents
Resolving from the Information Page
Using the Replace Command
Using the Add Placeholder Command
Resolving Incomplete Dependents from the Check In or Upload User Interface
Simplified Representations
Managing Model Items
Managing Part-CAD Document Relationships
Verifying Windchill Editing Instructions
Heterogeneous Design
Heterogeneous Design Using Creo Unite
Heterogeneous Design Using TIMs
Working with Configurable CAD Documents
Administration and Configuration
Configuring Windchill for Interoperation with Creo Parametric
Displaying the Workspace
Displaying or Hiding Virtual Workspaces in the Server Management Utility
Undocking the Embedded Browser Window
Managing CAD Document and WTPart Naming and Numbering
Policy-Managed Naming and Numbering
Identifying the Current Naming and Numbering Policy
Windchill Preferences for Naming and Numbering
Customizing the Naming Service
Preferences That Affect Resolution of Incomplete Dependent Objects
Subtyping CAD Documents
Command Line Management of Subtyping
Mapping Creo Parametric Parameters to Windchill Attributes
Implicit Parameter-to-Attribute Mapping
Resolving Type Conflicts Between Creo Parametric Parameters and Windchill Attributes
Customizing the Parameters in the Download Service
Configuring the Build Rule
Controlling Attribute Publishing
Specifying Usage Links
Vetoing Operations Based on Owner Application
Configuring the Initial Collection of Objects for Actions
Configuring Check In
Enabling As Stored Configurations
Enabling Baseline Creation
Managing ModelCHECK Validation during Check In
Configuring ModelCHECK in Creo Parametric
Configuring ModelCHECK in Windchill
Enabling Support for Custom Parts
Administering Revision
Configuring the Ability to Set a Revision Level
Properties for New Revisions
Configuring the Synchronization of Revision Levels During Auto Associate
Auto Associate Customization
Customizing the HTML Client Object Selection Page
Modifying the Search Attribute List Delegate
Modifying Type Lists
Customizing the HTML Search
Managing Secondary Content
Attaching Secondary Content
Specifying Whether or Not to Outdate Secondary Content
Setting the Preference to Automatically Download Secondary Content
Managing Drawing Dependents
Controlling the Display of Internal Creo Parametric Relationships
Event Management Utility Cleanup
Windchill Table View Administration
Configuring the Number of Displayed Workspace Rows
Configuring Automatic Scrolling in the Workspace
Cache Compatibility
System Configuration Recommendations
Running Multiple Servers
Using External File Vaulting
Using Content Replication
Performance Tuning
Setting the Method Server Max Heap Size
Data Compression
Creo Parametric Settings
Windchill Settings
Additional SOAP Compression Filter
Additional Considerations
Maximizing the Oracle Server/Windchill Method Server Connection
Choosing to Display Family Object Symbols in the Folders Table
Other Recommendations
Controlling End-User Objects
Online Java Performance Guide
Windchill Folder Structure
HTTP Protocol
Preferences, Environment Variables, and Config.pro Options
Configuration Settings in Creo Parametric
Environment Variables
Config.pro Options
Create and Edit Preferences
Display Preferences
EPM Service Preferences
Build Service Preferences
Operation Preferences
Revise Preferences
Save As
Workgroup Manager Client
Workgroup Manager Client Preferences
Workspace Preferences
Quick Reference for Menus, Icons, and Symbols
Using OIRs for Naming and Numbering
Setting Name and Number to the Same Non-editable Auto-generated Value
Turning Off All Autonumbering
Setting Editable Autogenerated Values
Setting Non-editable Auto-generated Values
Setting Editable Identical Value for Name and Number
Setting Editable Non-auto-generated Values
Setting Auto-generated Non-editable Values for Number
Setting Pre-generated Editable Values
Setting Pre-generated Non-editable Values
Windchill Workgroup Manager Documentation
Introduction to Windchill Workgroup Manager
Windchill Workgroup Manager Overview
What is Windchill Workgroup Manager?
Windchill Workgroup Manager PDM System Architecture
Initial Windchill Workgroup Manager Scenario
Understanding the Client–Server System Architecture
Data Management Capabilities
Managing Data Through the Workspace
What is the Windchill File System?
Common PDM Actions
Getting Started with Windchill Workgroup Manager
Initial Setup
Other Setup Considerations
Installing Windchill Workgroup Manager
File Types Supported by Windchill Workgroup Manager
Getting Familiar with the Windchill Workgroup Manager User Interface
Searching for Existing Data in Windchill
Using Windchill Workspaces
Creating and Activating a Workspace
Working with Windchill Workgroup Manager
Making It Work For You
Windchill Workgroup Manager Preferences
Using the Event Management Utility
Clearing a Workspace
Windchill Workgroup Manager Components
PDM Actions Accessible from CAD Authoring Applications
Windchill Workgroup Manager Navigators
Using the Search Navigator
Conducting a Simple Search
Conducting an Advanced Search
Using the Favorites Navigator
Using the Folder Navigator
Using the History Navigator
Using the Server Management Utility
Registering a Server
Setting the Primary Server
Selecting Another Server to be the Primary Server
Changing the Server Name
Deleting a Server Connection
Application Management Utility
Registering an Authoring Application
Editing a Registered Application
Removing an Authoring Application
Event Management Utility
Cache Management
Viewing the Cache Information
Changing the Cache Size
Clearing Cache
Managing Windchill Workgroup Manager Preferences
Managing Preferences Using the Preference Management Utility
Setting or Modifying Preferences in the Preference Management Utility
Managing Preferences Using the wgmclient.ini File
Setting or Modifying Preferences in the wgmclient.ini File
Autodesk Inventor
PDM Actions in Autodesk Inventor
Open
Open from Windchill
Save
Save Copy As
Save to Workspace
New CAD Document
Open in Autodesk Inventor
Check In
Check Out
Revise and Check Out
Import to Workspace
Export from Workspace
Locking and Unlocking Objects in the Workspace
Undo Check Out
Update for Autodesk Inventor
Right Mouse Button PDM actions for assembly dependents available in Authoring application
Synchronize
Revision
Rename
Automatic Updates
Upload
Save Viewable with Models
Administration and Configuration
CAD Worker Setup
Configuring Business Practices for Autodesk Inventor
Configuring Naming and Numbering
Autonumbering of File Names
Policy-Managed Naming and Numbering
Identifying the Current Naming and Numbering Policy
Windchill Preferences for Naming and Numbering
Customizing the Naming Service
Configuring Collection with Autodesk Inventor
Enabling As Stored Configurations
Configuring Auto Associate
Configuring Revision with Autodesk Inventor
Configuring the Ability to Set a Revision Level
Configuring the Revision of Associated Items
Rules for New Versions
Synchronizing Revision Levels during Auto Associate
Configuring Attributes with Autodesk Inventor
Attribute and Parameter Types
Windchill Default System Attributes
Custom Parameters
Configuring Attributes and Parameters
Adding Authoring Application Parameters
Standard Authoring Application System Parameters
Customizing Existing Windchill Attributes
Editing the Delegate
Mapping User-defined Authoring Application Parameters
Mapping Attributes and Parameters
Implicit Parameter-to-Attribute Mapping
Explicit Property-to-Attribute Mapping
Mapping Properties and Parameters with Units
Modifying the HTML Client Item Selection Page
Replacing WTPart
Supporting WTPart and Custom Part
Enabling the Recording and Display of Rename and Location History
Generation of Viewables
Using a File Synchronization-Capable Worker with Windchill Workgroup Manager for Autodesk Inventor
Configuring the Worker
Configuring the GS Worker Daemon Service Properties with Autodesk Inventor
Configuring the GS Worker Daemon to Startup Automatically with Autodesk Inventor
Configuring the Creo View Adapter for HTTPS
Accepting Certificates on Windows
Note About Publishing AutoDesk Inventor Assemblies
When Windchill Workgroup Manager Is Installed from a Server on a Remote Worker System
Configuring Multiple File Sync CAD Workers
Setting and Collecting Windchill Workgroup Manager Log Files
Managing Attachments for Autodesk Inventor
Specifying Whether to Outdate Secondary Content
Setting the Automatically Download Secondary Content Preference
Displaying or Hiding Virtual Workspaces in the Server Management Utility
Cleanup of Event Management
Configuring the Workspace User Interface
Administering Table Views
Configuring Table Scrollbar Display
Configuring the Display of Number of Workspace Rows
Configuring Automatic Scrolling in the Workspace
Performance Considerations
Setting the Method Server HEAP Size
Data Compression
Maximizing the Oracle Server/Windchill Server Connection
System Configuration Recommendations
Running Multiple Servers
Using External File Vaulting
Using Content Replication
Enabling Debug Logging in Windchill Workgroup Manager Client
Advanced Techniques
Managing iPart Factories in Autodesk Inventor
Assumptions and Restrictions
Specifying the Names of CAD Documents
Behavior of iPart Factories During PDM Actions
Rules for Using Save to Workspace
Rules for Using Save and Save As
Rules for Using Upload and Checkin
Rules for Adding Part Family Objects to a Workspace
Rules for Opening
Rules for Using Check Out
Rules for Using Revise
Rules for Removing Objects from a Workspace
Rules for Using Rename
Rules for Editing Attributes
Rules on Updating Objects in the Workspace
Assembling an iPart Factories Component in an Assembly
Migrating iPart Factories Created Prior to Windchill 9.0
Handling Custom iParts
Autonumbering of Family Table Instances
iAssembly Factories as Windchill Family Table Objects
Using Autodesk Inventor Frame Generator with Windchill
Using Autodesk Inventor Content Center with Windchill
Using Autodesk Inventor BOM with Windchill
Working With Autodesk Inventor Tube And Pipe Module In Windchill
Working With Autodesk Inventor Cable and Harness Module In Windchill
External References
Overview of External References
Standardized CAD Application Relationships
Assembly Membership
Required versus Optional Dependents
General Description of Member Functionality
Membership and Reports
Other Relationship Types
Bill-of-Materials View in a Model Structure Report
Specifying a BOM Member
Managing Incomplete Dependent Objects (Ghosts)
Identifying Incomplete Dependents
Resolving Incomplete Dependents
Resolving Incomplete Dependents Using the Replace Command
Resolving Incomplete Dependents during Check In or Upload Using Auto resolve
Managing Autodesk Inventor Drawings
Collection and Configuration
Revise
Copy
Check In
Autoassociation
Drawing Reference Link
Relating Drawings to Models and Parts
Viewing Relationships
Conflict Management
Conflict upon Attempt to Modify
Conflict Involving a PDM Event
Managing Cache
Participant Management
Windchill Workgroup Manager Preferences
Frequently Used Autodesk Inventor Preferences
Frequently Used Preferences in the wgmclient.ini File
Load Drawing References When Drawing is Opened in Autodesk Inventor
Show Derived Reference as a Structured Child
AutoCAD
AutoCAD Electrical
Windchill Preferences
AutoCAD Electrical Support in Windchill
PDM Actions
New CAD Document
Open
Open from Windchill
Save
Save As
Save to Workspace
Export
Open in
Check In
Check Out
Revise and Check Out
Import to Workspace
Exporting from the Workspace
Undo Check Out
Update
Synchronize
Revision
Rename
Automatic Updates
Upload
Creating Client Viewables
Locking and Unlocking Objects in the Workspace
Locking Objects
Behavior of Files locked in the Workspace and Opened in a CAD Session
Advanced Techniques
External References
Overview of External References
External References Images and PDF files
Conflict Management
Conflict upon Attempt to Modify
Conflict Involving a PDM Event
Managing Cache
AutoCAD Blocks
Administration and Configuration
CAD Worker Setup
Configuring Business Practices
Configuring Naming and Numbering
Auto-numbering of File Names
Policy-Managed Naming and Numbering
Identifying the Current Naming and Numbering Policy
Windchill Preferences for Naming and Numbering
Customizing the Naming Service
Configuring Collection
Enabling As Stored Configurations
Configuring Auto Associate
Configuring Revision
Configuring the Ability to Set a Revision Level
Configuring the Revision of Associated Items
Rules for New Versions
Synchronizing Revision Levels during Auto Associate
Configuring Attributes
Attribute and Parameter Types
Windchill Default System Attributes
Custom Parameters
Configuring Attributes and Parameters
Adding Authoring Application Parameters
Standard Authoring Application System Parameters
Customizing Existing Windchill Attributes
Editing the Delegate
Mapping User-defined Authoring Application Parameters
Mapping Attributes and Parameters
Implicit Parameter-to-Attribute Mapping
Explicit Property-to-Attribute Mapping
Resolving Parameter/Attribute Type Conflicts
AutoCAD Standard Drawing Definition
Hiding the PTC Windchill Tab in AutoCAD Ribbon Menu
Modifying the Properties Page
Modifying the HTML Client Item Selection Page
Replacing WTPart
Supporting WTPart and Custom Part
Enabling the Recording and Display of Rename and Location History
Generation of Viewables
Setting and Collecting Windchill Workgroup Manager Log Files
Managing Attachments for AutoCAD
Specifying Whether to Outdate Secondary Content
Setting the Automatically Download Secondary Content Preference
Displaying or Hiding Virtual Workspaces in the Server Management Utility
Cleanup of Event Management
Configuring the Workspace User Interface
Administering Table Views
Configuring Table Scrollbar Display
Configuring Automatic Scrolling in the Workspace
Performance Considerations
Setting the Method Server HEAP Size
Data Compression
Maximizing the Oracle Server/Windchill Server Connection
Enabling Debug Logging in Windchill Workgroup Manager Client
System Configuration Recommendations
Running Multiple Servers
Using External File Vaulting
Using Content Replication
Frequently Used Windchill Workgroup Manager Preferences with AutoCAD
Frequently Used Preferences in Preference Management
Operation Category
Workgroup Manager Client Category
Workspace Category
Frequently Used Preferences in the wwgmclient.ini File
CADDS 5
PDM Actions
Working with PDM Actions
Activate
File
Copy to Workspace
Locking and Unlocking Objects in the Workspace
Open from Windchill
Open In CADDS 5
Check Out
Undo Check Out
Revise and Check Out
Check In
Managing Form Parts In Windchill
Revise
Update
Upload
Synchronize
Advanced Techniques
Conflict Management
Conflict Upon Attempt to Modify
Conflicts Involving a PDM Event
Managing Cache
Synchronizing Attributes
Creating CAD Structure
Working with Read Only Areas
Working with Drawings
Working Offline
Managing Business Objects
Business Object Generation
Business Object Visualization
Creating Model Items and WTParts for Business Objects
Using Library Model Items
Subtyping CAD Documents
Usage Examples
Administration and Configuration
CAD Worker Setup
Configuring Business Practices
Configuring Naming and Numbering
Policy-Managed Naming and Numbering
Identifying the Current Naming and Numbering Policy
Windchill Preferences for Naming and Numbering
Customizing the Naming Service
Configuring Collection
Enabling As Stored Configurations
Configuring Revision
Configuring the Ability to Set a Revision Level
Modifying the HTML Client Item Selection Page
Replacing WTPart
Supporting WTPart and Custom Part
Setting and Collecting Windchill Workgroup Manager Log Files
Debug Logging in Windchill Workgroup Manager Client
Displaying or Hiding Virtual Workspaces in the Server Management Utility
Windchill Workgroup Manager Preferences
Frequently Used Preferences in Preference Management
Operation Category
Workgroup Manager Client Category Preferences
Workspace Category
Frequently Used CADDS 5 Preferences in the wgmclient.ini File
CATIA V5
User
PDM Actions for CATIA V5
PDM Action Availability
PTC Windchill Toolbar
Windchill Status Icons
New CAD Document
Open
View Information
Open from Windchill
Insert Component from Windchill
Insert New CAD Document
Replace Component from Windchill
Save
Save As
Save to Workspace
Revise and Check Out
Open in CATIA V5
Check In
Check Out
Undo Checkout
Update
Synchronize
Revision
Rename
Import to Workspace
Locking and Unlocking Objects in the Workspace
Locking Objects
Unlocking Objects
Upload
Upload and Check In Documents Outside of Windchill
Export List to File
Managing Incomplete Dependent Objects
Resolving Incomplete Dependents
Resolving Incomplete Dependents from the Information Page
Resolving Incomplete Dependents from the Check-In or Upload User Interface
Conflict Management
Conflict upon Attempt to Modify
Conflict Involving a PDM Event
Advanced Techniques for CATIA V5
Working with Reference Links
CGR File Management for Large Assemblies
CATIA V5 CGR Configuration
Windchill Workgroup Manager CGR Management
CGR and XML File Generation
Server-side Generation of CGR Files for CATPart Documents
Part CGR Files
Using Part CGR Files
Assemblies Containing Part CGR Files
Part CGR Files in Windchill
Assembly-level CGRs
Creating an Assembly-level CGR
Converting CATProducts to Assembly-level CGRs
Opening an Assembly-Level CGR
Switching the Display of Assembly-Level CGRs to Structure Mode
Assembly-level CGR Mode Functions
Assembly-level CGR Client and Stand-alone Browser Functions
Assembly-level CGR Best Practices
Improving Download Performance of Large Assemblies from the Commonspace
Managing Cache
CGR Cache Management
Working with Design Contexts
Design Contexts Work Flows in Windchill
Creating a New Design Context from a CAD Structure
Editing a Design Context Definition
Setting a Box Spatial Rule
Setting a Sphere Spatial Rule
Setting a Proximity Rule
Updating a Spatial Rule
Managing Attribute Rules
Working with Design Contexts inside CATIA
All-In-One CATPart Support
Read-only Areas
Working with Design Tables and Catalogs
Managing CATIA V5 Design Tables
Specifying Names for Instances in a CATIA V5 Design Table
Modifying Instance Files Independently
Viewing Information on the Design Table in Windchill
Do Not Manage As Family Tables
Rules for Using Save to Workspace
Rules for Uploading and Checking In Design Table Objects
Rules for Adding CATIA V5 Models with an Associated Design Table to a Workspace
Rules for Opening CATIA V5 Models with an Associated Design Table from the Workspace or from CATIA V5
Rules for Using Check Out
Rules for Using Undo Checkout
Rules for Using Revise
Rules for Removing from Workspace
Rules for Editing Attributes
Managing CATIA V5 Catalogs
Working with Fixed Member Links
Managing CATIA V5 Environments in Windchill
Configuring Windchill Workgroup Manager to Support Multiple Environments
Configuring myV5 for Use with Windchill Environment Management
Configuring FlexPlus for Use with Windchill Environment Management
Using Environment Management
CATProcess Document Support
CATAnalysis Document Support
CATMaterial File Support
Working With CATIA V4 Data
Working With Templates
Comparing Model Iterations in CATIA V5
Configuring Collection
Enabling As Stored Configurations
Configuring Auto Associate
Managing Drawings
Collection and Configuration
Revise
Copy
Check In
Auto Association
Drawing Reference Link
Relating Drawings to Models and Parts
Viewing Relationships
Managing Attachments
Specifying Whether or Not to Outdate Secondary Content
Setting the Automatically Download Secondary Content Preference
Cleanup of the Event Management Utility
Customizing Windchill Table Views
Configuring the Workspace User Interface
Configuring the Location of Table Scrollbars
Configuring the Number of Workspace Rows
Configuring Automatic Scrolling of the Workspace Page
Administrator
Administration and Configuration for CATIA V5
Configuring the CATIA V5 Workgroup Manager Environment
CAD Worker Setup
Using a File Synchronization-capable Worker with Windchill Workgroup Manager
Configuring the Worker
Post-Install Configuration of the Worker on Windows
Configuring the GS Worker Daemon Service Properties
Configuring the Creo View Adapter for HTTPS
Accepting Certificates on Windows
Using a Windchill Workgroup Manager Remote Worker System Installation
Configuring Multiple File Sync Workers
Suppressing Messages During CATIA V5 Publishing
Configuring the Theorem Worker
Downloading and Installing Theorem Worker
Configuring the Theorem Worker License
Configuring the Windchill Server-side CAD Agent for Theorem Worker
Configuring the Client-side CAD Agent for Theorem Worker
Configuring Theorem Worker — Run as a Service (Optional)
Configuring Theorem Worker — File Synchronization (Optional)
Configuring the CATIA V5 Object Adapter
Excluding Certain CATIA V5 File Types from Visualization Publishing
Running a CATIA V5 File Sync Worker in a Shared License Environment
Configuring Business Practices
Introduction to CAD Documents and Windchill Parts
Behavior of Creo Authored CAD Documents
Configuring Naming and Numbering
Auto-numbering of Part Numbers and File Names
Policy-managed Naming and Numbering
Identifying the Current Naming and Numbering Policy
Windchill Preferences for Naming and Numbering
Customizing the Naming Service
Configuring Revision
Configuring the Ability to Set a Revision Level
Configuring the Revision of Associated Objects
Rules for New Versions
Synchronizing Revision Levels During Auto Associate
Configuring Attributes and Parameters
Attribute and Parameter Introduction
Attribute and Parameter Types
Windchill Default System Attributes
Custom Parameters
Configuring Attributes and Parameters
Adding New Authoring Application Parameters
Standard Authoring Application System Parameters
Customizing Existing Windchill Attributes
Editing the Delegate
Mapping User-defined Authoring Application Parameters
Mapping Attributes and Parameters
Soft Typing CAD Documents
Implicit Parameter-to-Attribute Mapping
Explicit Property-to-Attribute Mapping
Mapping Properties and Parameters with Units
Exposing CATIA Properties to Windchill
Exposing Extensive Design Information
Setting Mass Properties to Read-Only in Windchill to Prevent Incorrect Information
Modifying the Properties Page
Modifying the HTML Client Item Selection Page
Replacing WTPart
Supporting WTPart and Custom Part
Enabling the Recording and Display of Rename and Location History
Generation of Viewables
Displaying or Hiding Virtual Workspaces in the Server Management Utility
Performance Considerations
Setting the Number of Concurrent Upload and Download Threads
Setting the Method Server HEAP Size
Data Compression
Maximizing the Oracle Server/Windchill Server Connection
Delaying Metadata Updates of Attributes
Preventing Automatic Synchronization of System Parameter Changes
System Configuration Recommendations
Running Multiple Servers
Using External File Vaulting
Using Content Replication
Client and Server Logging Overview
Collecting Logs
Preferences for CATIA V5
Frequently Used Preferences in the Windchill Preference Management Utility
Frequently Used Preferences in the wgmclient.ini File
CATIA 3DEXPERIENCE
User
CATIA 3DEXPERIENCE Integration Overview
Introducing Windchill Workgroup Manager for CATIA 3DEXPERIENCE
Understanding the Integration Architecture
PDM Actions for CATIA 3DEXPERIENCE
PDM Action Availability
Windchill Action Bar
Open from Windchill
Save to Workspace
Check In
Check Out
Undo Checkout
Update
Conflict Management
Conflict upon Attempt to Modify
Conflict Involving a PDM Event
Advanced Techniques for CATIA 3DEXPERIENCE
Working with Reference Links
Customizing Windchill Table Views
Configuring the Workspace User Interface
Configuring the Location of Table Scroll Bars
Configuring the Number of Workspace Table Rows
Configuring Automatic Scrolling of the Workspace Page
Administrator
Administration and Configuration for CATIA 3DEXPERIENCE
Windchill Workgroup Manager Installation Overview
Theorem Worker Setup
Installing and Configuring Theorem Worker
Downloading and Installing Theorem Worker
Configuring the Theorem Worker License
Configuring the Windchill Server-side Worker Agent for Theorem Worker
Configuring the Client-side Worker Agent for Theorem Worker
Configuring Theorem Worker to Run as a Service
Configuring File Synchronization for Theorem Worker
Configuring the CATIA 3DEXPERIENCE Object Adapter
ENOVIA 3DEXPERIENCE Cache Cleaning Tool
Configuring Business Practices
Introduction to CAD Documents and Windchill Parts
Configuring Naming and Numbering
Auto-numbering of Part Numbers and File Names
Policy-managed Naming and Numbering
Identifying the Current Naming and Numbering Policy
Windchill Preferences for Naming and Numbering
Customizing the Naming Service
Configuring Collection
Enabling As Stored Configurations
Configuring Attributes and Parameters
Attribute and Parameter Overview
Windchill System Attributes
Standard Authoring Application System Parameters
Custom Authoring Application Parameters
Mapping Windchill Attributes to Authoring Application Parameters
Mapping Properties and Parameters with Units
Setting Mass Properties to Read-Only in Windchill
Modifying the Properties Page
Modifying the HTML Client Item Selection Page
Enabling the Recording and Display of Rename and Location History
Managing Secondary Content
Specifying Whether or Not to Outdate Secondary Content
Cleanup of the Event Management Utility
Client and Server Logging
Enabling Debug Logging in Windchill Workgroup Manager Client
Preferences for CATIA 3DEXPERIENCE
Preferences Managed in the Windchill Preference Management Utility
Preferences Managed in the wgmclient.ini File
Creo Elements/Direct Drafting
PDM Actions
Activating Windchill Workgroup Manager from Creo Elements/Direct Drafting
Open from Windchill
Save to Windchill Workspace
Check Out
Revise and Check Out
Undo Check Out
Custom Check In
Auto Check In
Load File from Windchill
Load Frame from Windchill
Save Frame to Windchill
Working with Text References
Update
Synchronize
Import to Workspace
Export from Workspace
Open Creo Elements/Direct Drawings in Windchill with Drafting Workgroup Manager
Viewing Drawing Information
Accessing the Event Management Utility
Accessing Windchill Workgroup Manager from Your Authoring Application
Advanced Techniques
External References
Overview of External References
Standardized CAD Application Relationships
Conflict Management
Conflict upon Attempt to Modify
Conflict Involving a PDM Event
Managing Cache
Support for the Real Number with Unit Attribute Type in Windchill Workgroup Manager for Creo Elements/Direct Drafting
Publishing Creo Elements/Direct Drafting Drawings to PVZ Format Using Creo View Adapter and CAD Workers
Configuring the Creo Elements/Direct Drafting Worker
Administration and Configuration
Configuring Business Practices
Configuring Naming and Numbering
Policy-Managed Naming and Numbering
Identifying the Current Naming and Numbering Policy
Windchill Preferences for Naming and Numbering
Customizing the Naming Service
Configuring Collection
Model Manager to Windchill Text Reference Mapping for Creo Elements/Direct Drafting
Enabling As Stored Configurations
Configuring Auto Associate
Configuring Revision
Configuring the Ability to Set a Revision Level
Configuring the Revision of Associated Objects
Rules for New Versions
Configuring Attributes
Attribute and Parameter Types
Windchill Default System Attributes
Custom Parameters
Configuring Attributes and Parameters
Standard Authoring Application System Parameters
Customizing Existing Windchill Attributes
Editing the Delegate
Mapping User-defined Authoring Application Parameters
Mapping Attributes and Parameters
Implicit Parameter-to-Attribute Mapping
Explicit Parameter-to-Attribute Mapping
Modifying the Information Page
Modifying the HTML Client Item Selection Page
Replacing WTPart
Supporting WTPart and Custom Part
Enabling the Recording and Display of Rename and Location History
Generation of Viewables
Using a File Synchronization-Capable Worker with Windchill Workgroup Manager
Configuring the Worker
Post-Install Configuration of the Worker on Windows
Configuring the GS Worker Daemon Service Properties with Creo Elements/Direct Drafting
Configuring the Creo View Adapter for HTTPS
Accepting Certificates on Windows
When Windchill Workgroup Manager Is Installed from a Server on a Remote Worker System
Configuring Multiple File Sync CAD Workers
Setting and Collecting Windchill Workgroup Manager Log Files
Managing Attachments
Specifying Whether to Outdate Secondary Content
Setting the Preference to Automatically Download Secondary Content
Cleanup of Event Management
Displaying or Hiding Virtual Workspaces in the Server Management Utility
Configuring the Workspace User Interface
Administering Table Views
Configuring Table Scrollbar Display
Configuring the Display of Number of Workspace Rows
Configuring Automatic Scrolling in the Workspace
Configuring the Drawing Output Format for Server-side Viewables
Performance Considerations
Setting the Method Server HEAP Size
Data Compression
Maximizing the Oracle Server/Windchill Server Connection
Creo Elements/Direct Drafting RAM Recommendation
Setting the Send Buffer
Managing Pop-up Messages
Enabling Debug Logging in Windchill Workgroup Manager Client
Other Performance Improvements
System Configuration Recommendations
Running Multiple Servers
Using External File Vaulting
Using Content Replication
Windchill Workgroup Manager Preferences
Frequently Used Preferences in the Preference Management Utility
Operation Category
Workgroup Manager Client Category
Workspace Category
Frequently Used Preferences in the wgmclient.ini File
Creo Elements/Direct Modeling
PDM Actions
Working with PDM Actions
Open from Windchill
Check Out
Undo Check Out
Revise and Check Out
Auto Check In
Custom Check In
Save to Workspace
Model Identifiers and Save Conflicts
Import to Workspace
Export from Workspace
Locking and Unlocking Objects in the Workspace
Locking and Unlocking Objects in Creo Elements/Direct Modeling
Use Windchill WTPart product structure for BOM Tables and Position Flags on Annotation drawings
Customizing Windchill BOM Attributes for Text Reference Assignment
Compare a local model in the Creo Elements/Direct Modeling session with a different version in Windchill
Improved Top Level Instance Visualization in Creo Elements/Direct Modeling
Open Creo Elements/Direct Drawings in Windchill with Modeling Workgroup Manager
Workgroup Manager Notifications for Objects with Out-of-date Information with Respect to the Server (Commonspace)
Change Load Type
Synchronize
Update
Update All
Set Featured Object Status in Windchill Workgroup Manager for Creo Elements/Direct Modeling
Unset Featured Object Status in Windchill Workgroup Manager for Creo Elements/Direct Modeling
Rename
Revert
Advanced Techniques
Client-side Viewables Overview
Generating Client-side Viewables
Customizing Creo Elements/Direct Modeling Client-side Viewable Settings
Publishing Creo Elements/Direct Modeling Parts or Assemblies to PVZ Format Using Creo View Adapter and CAD Workers
Configuring the Creo Elements/Direct Modeling Worker
Viewing and Editing Windchill Attributes in Creo Elements/Direct Modeling
Support for the Real Number with Unit Attribute Type in Windchill Workgroup Manager for Creo Elements/Direct Modeling
Registering and Accessing Drawing Frames in Windchill
Conflict Management
Conflict upon Attempt to Modify
Conflict Involving a PDM Event
Managing Cache
Administration and Configuration
Configuring Business Practices
Naming and Numbering of Creo Elements/Direct Modeling Objects
Delaying Windchill Auto-numbering for Creo Elements/Direct Modeling Objects
Windchill Preferences for Naming and Numbering
Model Manager to Windchill Text Reference Mapping for Creo Elements/Direct Modeling Annotation
Configuring Collection
Enabling As Stored Configurations
Configuring Auto Associate
Configuring Libraries
Saving Standard Annotation Drawing Frames to Windchill Libraries
Configuring Revision
Configuring the Ability to Set a Revision Level
Configuring the Revision of Associated Items
Rules for New Versions
Synchronizing Revision Levels During Auto Associate
Behaviour of Creo Authored CAD Documents
Modifying the Properties Page
Modifying the HTML Client Item Selection Page
Replacing WTPart
Supporting WTPart and Custom Part
Managing Secondary Content
Specifying Whether or Not to Outdate Secondary Content
Setting the Automatically Download Secondary Content Preference
Clean-up of the Event Management Utility
Displaying or Hiding Virtual Workspaces in the Server Management Utility
Configuring the Workspace User Interface
Administering Table Views
Configuring Table Scrollbar Display
Configuring the Display of Workspace Rows
Configuring Automatic Scrolling in the Workspace
Configuring the Drawing Output Format for Creo Elements/Direct Modeling Server-side Viewables
Performance Considerations
Setting the Method Server HEAP Size
Data Compression
Maximizing the Oracle Server/Windchill Server Connection
Managing Pop-up Messages
System Configuration Recommendations
Running Multiple Servers
Using External File Vaulting
Using Content Replication
Customizing the Length of the ‘asStoredChildName’ Column
Using a File Synchronization-capable Worker with Windchill Workgroup Manager
Configuring the Worker
Configuring the GS Worker Daemon Service Properties with Creo Elements/Direct Modeling
Configuring the Creo View Adapter for HTTPS
Accepting Certificates on Windows
When Windchill Workgroup Manager Is Installed from a Server on a Remote Worker System
Configuring Multiple File Sync CAD Workers
Setting and Collecting Windchill Workgroup Manager Log Files
Enabling Debug Logging in the Windchill Workgroup Manager Client
Windchill Workgroup Manager Preferences
Frequently Used Preferences in the Preference Management Utility
Operation Category
Workgroup Manager Client Category
Workspace Category
Frequently Used Preferences in the wgmclient.ini File
Creo Illustrate
Working with PDM Actions
Introduction to PDM Actions for Creo Illustrate
File Menu Options in Creo Illustrate
Locating, Previewing, Opening, and Importing Files
Importing a File From Windchill
Previewing Before Downloading
Opening a File
Saving and Publishing Files
Publishing a File
Saving a File
PDM Actions in Creo Illustrate
Connecting and Disconnecting with Windchill
If the Windchill Tab is Missing
Checking In a File
Checking Out a File
Launching the Application Management Utility
Launching the Event Management Utility
Launching the Server Management Utility
Launching the Windchill Workgroup Manager Client
Undoing a Checkout
PDM Actions in Windchill
Checking In a File
Checking Out a File
Creating a New Revision
Creating and Activating a Workspace
Locking and Unlocking Objects in the Workspace
Opening In Creo Illustrate
Renaming a File
Subscribing to be Automatically Notified When an Illustration is Updated
Synchronizing Out of Sync Data
Undoing a Check Out
Uploading a File
Working with Graphics Dynamic Documents and Graphic Information Elements
Managing Graphic Dynamic Documents
Creating a Graphics Dynamic Document or Graphic Information Element
Importing to the Workspace
Using the Graphics Upload Interface
Checking In Graphics Dynamic Documents
Dynamic Document Information Page
Working with Service Information Manager and Windchill Service Parts
Managing Illustrations in a Parts List
Adding Illustrations
Editing Illustrations
Deleting Illustrations
Viewing 2D and 3D Representations
Advanced Techniques
Thumbnail Generation and Thumbnail Worker
Viewing Relationships
Conflict Management
Conflict upon Attempt to Modify
Conflicts Involving a PDM Event
Managing Cache
Administration and Configuration
Configuring Business Practices
Configuring Naming and Numbering
Policy-Managed Naming and Numbering
Identifying the Current Naming and Numbering Policy
Windchill Preferences for Naming and Numbering
Configuring Collection
Enabling As Stored Configurations
Configuring Revision
Configuring the Ability to Set a Revision Level
Configuring the Revision of Associated Items
Rules for New Versions
Configuring Attributes
Attribute and Parameter Types
Windchill Default System Attributes
Custom Parameters
Configuring Attributes and Parameters
Adding New Authoring Application Parameters
Customizing Existing Windchill Attributes
Editing the Delegate
Mapping User-defined Authoring Application Parameters
Mapping Attributes and Parameters
Implicit Parameter-to-Attribute Mapping
Explicit Property-to-Attribute Mapping
Modifying the HTML Client Item Selection Page
Replacing WTPart
Supporting WTPart and Custom Part
Enabling the Recording and Display of Rename and Location History
Generation of Viewables
Setting and Collecting Windchill Workgroup Manager Log Files
Managing Attachments
Specifying Whether or Not to Outdate Attachments
Setting the Automatically Download Attachments Preference
Displaying or Hiding Virtual Workspaces in the Server Management Utility
Configuring the Workspace User Interface
Administering Table Views
Configuring Table Scrollbar Display
Configuring the Display of Number of Workspace Rows
Configuring Automatic Scrolling in the Workspace
Performance Considerations
Setting the Method Server HEAP Size
Data Compression
Maximizing the Oracle Server/Windchill Server Connection
System Configuration Recommendations
Running Multiple Servers
Using External File Vaulting
Using Content Replication
Enabling Debug Logging in Windchill Workgroup Manager Client
Windchill Workgroup Manager Preferences
Frequently Used Preferences in Preference Management
Operation Category
Workgroup Manager Client Category
Workspace Category
Frequently Used wgmclient.ini File Preferences
Creo Schematics
PDM Actions
Working with PDM Actions
Locking and Unlocking Objects in the Workspace
Open from Windchill
Check Out
Undo Check Out
Check In
Rename
Revise
Upload
Synchronize
Advanced Techniques
Thumbnail Generation and Thumbnail Worker
Conflict Management
Conflict upon Attempt to Modify
Conflicts Involving a PDM Event
Managing Cache
Administration and Configuration
Configuring Business Practices
Configuring Naming and Numbering
Policy-Managed Naming and Numbering
Windchill Preferences for Naming and Numbering
Identifying the Current Naming and Numbering Policy
Configuring Revision
Configuring the Ability to Set a Revision Level
Configuring the Revision of Associated Objects
Rules for New Versions
Configuring Attributes
Attribute and Parameter Types
Configuring Attributes and Parameters
Customizing Existing Windchill Attributes
Editing the Delegate
Modifying the HTML Client Item Selection Page
Supporting WTPart and Custom Part
Enabling the Recording and Display of Rename and Location History
Managing Secondary Content
Specifying Whether or Not to Outdate Secondary Content
Setting the Automatically Download Secondary Content Preference
Clean-up of Event Management
Displaying or Hiding Virtual Workspaces in the Server Management Utility
Configuring the Workspace User Interface
Administering Table Views
Configuring Table Scrollbar Display
Configuring the Display of Number of Workspace Rows
Configuring Automatic Scrolling in the Workspace
Performance Considerations
Setting the Method Server HEAP Size
Data Compression
Maximizing the Oracle Server/Windchill Server Connection
System Configuration Recommendations
Running Multiple Servers
Using External File Vaulting
Using Content Replication
Setting and Collecting Windchill Workgroup Manager Log Files
Enabling Debug Logging in Windchill Workgroup Manager Client
Windchill Workgroup Manager Preferences for Creo Schematics
Frequently Used Preferences in the Preference Management Utility
Operation Category
Workgroup Manager Client Category
Workspace Category
Frequently Used Preferences in the wgmclient.ini File
ECAD
ECAD Adapter Specific Actions
Altium
New ECAD Design
ECAD Check In
Manage Design Directory
Export Design Data
Open In <ECAD Application>
Manage BOMs
Select Hooks
Creating a BOM Filter Definition
Edit BOM Filter Definition
Edit BOM Definition
BOM Process Reporting
Select Attachment Definitions
Edit Hook Definition
Edit Relationships
Synchronize with Source
Cadence
New ECAD Design
ECAD Check In
Manage Design Directory
Export Design Data
Open In <ECAD Application>
Manage BOMs
Select Hooks
Creating a BOM Filter Definition
Edit BOM Filter Definition
Edit BOM Definition
BOM Process Reporting
Select Attachment Definitions
Edit Hook Definition
Edit Relationships
Synchronize with Source
Generic
New ECAD Design
ECAD Check In
Creating and Editing Hook Definitions
Select Hooks
Edit BOM Definition
BOM Process Reporting
Export Design Data
Mentor Graphics
New ECAD Design
ECAD Check In
Manage Design Directory
Export Design Data
Open In <ECAD Application>
Manage BOMs
Select Hooks
Creating a BOM Filter Definition
Edit BOM Filter Definition
Edit BOM Definition
BOM Process Reporting
Select Attachment Definitions
Edit Hook Definition
Edit Relationships
Synchronize with Source
Zuken
New ECAD Design
ECAD Check In
Manage Design Directory
Export Design Data
Open In <ECAD Application>
Manage BOMs
Select Hooks
Creating a BOM Filter Definition
Edit BOM Filter Definition
Edit BOM Definition
BOM Process Reporting
Select Attachment Definitions
Edit Hook Definition
Edit Relationships
Synchronize with Source
Advanced Techniques
Using Hooks
What is a Hook?
Types of Hooks
Creating and Editing Hook Definitions
Hook Data Exchange
Hook Usage
Managing BOMs
BOMs and BOM Data
Importing BOM Data
Creating Variants
Creating a BOM Attribute Map
Editing the BOM Attributes Map
Using BOM Definitions
Content Definitions
What Is a Content Definition?
Creating a Content Definition
Editing the Content Definition
Configuring Auto Associate
Using the Collector for ECAD Objects
Upgrading Windchill 9.1 RSD Compressed Design Data to Windchill 10.2
ECAD Toolset Upgrade
Zuken Designs
Working with .TGZ Files
About the PTC Zuken PDM Adapter
PTC Zuken PDM Adapter (ZPA) Usage
Troubleshooting of ZPA
Administration and Configuration
Configuring Business Practices
Configuring Naming and Numbering
Policy-Managed Naming and Numbering
Identifying the Current Naming and Numbering Policy
Windchill Preferences for Naming and Numbering
Configuring Collection
Enabling As Stored Configurations
Configuring Revision
Configuring the Ability to Set a Revision Level
Configuring the Revision of Associated Items
Rules for New Versions
Synchronizing Revision Levels during Auto Associate
Configuring Attributes
Creating and Publishing Occurrence Attributes
Attribute and Parameter Types
Custom Parameters
Configuring Attributes and Parameters
Standard Authoring Application System Parameters
Customizing Existing Windchill Attributes
Mapping Attributes and Parameters
Implicit Parameter-to-Attribute Mapping
Explicit Property-to-Attribute Mapping
Modifying the Properties Page
Modifying the HTML Client Item Selection Page
Replacing WTPart
Supporting WTPart and Custom Part
Enabling the Recording and Display of Rename and Location History
Generation of Viewables
Setting and Collecting Windchill Workgroup Manager Log Files
Displaying or Hiding Virtual Workspaces in the Server Management Utility
Specifying a Windows batch file (*.bat) for the Startup Command when registering an Authoring Application
Cleanup of the Event Manager
Configuring the Workspace User Interface
Administering Table Views
Configuring Table Scrollbar Display
Configuring the Display of Number of Workspace Rows
Configuring Automatic Scrolling in the Workspace
Performance Considerations
Setting the Method Server HEAP Size
Data Compression
Maximizing the Oracle Server/Windchill Server Connection
System Configuration Recommendations
Running Multiple Servers
Using External File Vaulting
Using Content Replication
Managing Cache
Windchill Workgroup Manager Preferences
Frequently Used Preferences in the Preference Management Utility
Operation Category
Workgroup Manager Client Category
Workspace Category
Frequently Used Preferences in the wgmclient.ini File
EDA Data Model
Data Model
ECAD Design Migration
Design Data Migration
ECAD Document Information Page
ECAD Check In
Select Attachment Definitions
Edit BOM Attributes Map
Edit BOM Definition
Edit BOM Filter Definition
Manage BOMs
BOM Process Report
BOM Viewer
Create Content Definition
Manage Design Directory
Create Content Definition
Edit Relationships
Export Design Data
Select ECAD Hooks
Edit Hook Definitions
Select Hooks
Select Hooks Derived Objects
New ECAD Design
Synchronize with Source
Recovery of Design Data
Cadence Team Design Option
Integration Overview
Relationships between different types of TDO objects in the Windchill
Introducing Windchill Workgroup Manager for Cadence Team Design Option
What is Windchill Workgroup Manager?
Understanding the Client-Server Architecture
Team Design Roles and Responsibilities
Project Integrator Tasks
Choosing a Design Structure
Setting the BOM Preference in Windchill
Enabling Design Management
Design Preparation
Initial Design Checkout
Creating a BOM Attribute Map
Editing the BOM Attribute Map
Design Check In
Notifying Team Members
Modifying Team Membership and Assignments
Team Member Tasks
Launching Team Design Option
Joining a Project
Windchill Actions to Avoid
Checking Out a Design Object
Undoing a Check Out
Viewing Object Information in Windchill
Working with Windchill Table Views
BOM and BOM Data Overview
Generating a Master BOM
Generating Variant BOMs
Removing a Variant BOM
Generating a Viewable
Checking In a Design Object
Deleting Design Objects from the Latest Design Iteration
Updating the Team Design as you Work
Upgrading Legacy Team Designs
Using the concepthdl Application to Perform Various TDO- Windchill Integration Actions
Administration and Configuration
Policy File Overview
Derived Data Generation Overview
Customizing the Policy File to Generate Derived Data
Sample Policy File
Sample ptc_ewwgm.bom Customization Template
Customizing the ADWSchemaConfig.xml File to Generate Derived Data
Adding Team Design Roles in Windchill
Setting Preferences in Windchill
Windchill Visualization Services Overview
Managing Cache
Cleanup of Event Management
Configuring the Client System Environment
Setting Windchill Workgroup Manager Client Preferences
Displaying or Hiding Virtual Workspaces in the Server Management Utility
Arbortext IsoDraw
Working with Windchill PDM Actions
Working with PDM Actions
File Menu Options in Arbortext IsoDraw
Open
Export
Import with Layers
Place
Preview
Save and Save As
Working with the Windchill Toolbar
If the Windchill Toolbar is Grayed Out
If the Windchill Toolbar is Missing
Opening and Closing the Windchill Toolbar
PDM Actions in Arbortext IsoDraw
Checking In a File
Checking Out a File
Launching the Event Management Utility
Launching the Server Management Utility
Launching Windchill Workgroup Manager
Undoing a Check Out
PDM Actions in Windchill
Checking In a File
Checking Out a File
Creating a New Revision
Creating and Activating a Workspace
Locking and Unlocking Objects in the Workspace
Renaming a File
Subscribing to be Automatically Notified When an Illustration is Updated
Synchronizing Out of Sync Data
Undoing a Check Out
Uploading a File
Using the Open In IsoDraw Command
Working with Graphics Dynamic Documents and Graphic Information Elements
Managing Graphic Dynamic Documents
Creating a Graphics Dynamic Document or Graphic Information Element
Importing to the Workspace
Using the Graphics Upload Interface
Checking In Graphics Dynamic Documents
Dynamic Document Information Page
Working with Illustrations in a Parts List
Adding an Illustration
Editing an Illustration
Deleting an Illustration
Viewing 2D and 3D Representations
Advanced Techniques
Thumbnail Generation and Thumbnail Worker
Viewing Relationships
Conflict Management
Conflict upon Attempt to Modify
Conflicts Involving a PDM Event
Managing Cache
Administration and Configuration
Configuring Business Practices
Configuring Naming and Numbering
Policy-Managed Naming and Numbering
Identifying the Current Naming and Numbering Policy
Windchill Preferences for Naming and Numbering
Configuring Collection
Enabling As Stored Configurations
Configuring Revision
Configuring the Ability to Set a Revision Level
Configuring the Revision of Associated Items
Rules for New Versions
Configuring Attributes
Attribute and Parameter Types
Windchill Default System Attributes
Custom Parameters
Configuring Attributes and Parameters
Adding New Authoring Application Parameters
Customizing Existing Windchill Attributes
Editing the Delegate
Mapping User-defined Authoring Application Parameters
Mapping Attributes and Parameters
Implicit Parameter-to-Attribute Mapping
Explicit Property-to-Attribute Mapping
Modifying the Properties Page
Modifying the HTML Client Item Selection Page
Replacing WTPart
Supporting WTPart and Custom Part
Enabling the Recording and Display of Rename and Location History
Managing Attachments
Specifying Whether or Not to Outdate Attachments
Setting the Automatically Download Attachments Preference
Displaying or Hiding Virtual Workspaces in the Server Management Utility
Clean-up of Event Management
Configuring the Workspace User Interface
Administering Table Views
Configuring Table Scrollbar Display
Configuring the Display of Number of Workspace Rows
Configuring Automatic Scrolling in the Workspace
Performance Considerations
Setting the Method Server HEAP Size
Using Data Compression
Maximizing the Oracle Server/Windchill Server Connection
System Configuration Recommendations
Running Multiple Servers
Using External File Vaulting
Using Content Replication
Setting and Collecting Windchill Workgroup Manager Log Files
Enabling Debug Logging in Windchill Workgroup Manager Client
Managing Windchill Workgroup Manager Preferences
Using Arbortext IsoDraw Preferences
Setting the Windchill Lock Panels Preference
Connecting and Disconnecting with Windchill
Frequently Used Preferences in the Preference Management Utility
Operation Category
Workgroup Manager Client Category
Workspace Category
Frequently Used Preferences in the wgmclient.ini File
PTC Mathcad
PDM Actions
Open
Open in Mathcad
Save
Save As
Check In
Check Out
Undo Check Out
Creating Client-side Viewables
PDM Actions on the PTC Mathcad Tools Menu
Upload
Synchronize
Rename
Administration and Configuration
Worker Agent Setup
Configuring Business Practices
Configuring Naming and Numbering
Policy-Managed Naming and Numbering
Identifying the Current Naming and Numbering Policy
Windchill Preferences for Naming and Numbering
Customizing the Naming Service
Configuring Collection
Enabling As Stored Configurations
Configuring Revision
Configuring the Ability to Set a Revision Level
Configuring the Revision of Associated Items
Rules for New Versions
Modifying the HTML Client Item Selection Page
Replacing WTPart
Supporting WTPart and Custom Part
Enabling the Recording and Display of Rename and Location History
Generation of Viewables
Managing Attachments in PTC Mathcad
Specifying Whether to Outdate Secondary Content
Setting the Automatically Download Secondary Content Preference
Displaying or Hiding Virtual Workspaces in the Server Management Utility
Cleanup of the Event Management Utility
Configuring the Workspace User Interface
Administering Table Views
Configuring Table Scrollbar Display
Configuring the Display of Number of Workspace Rows
Configuring Automatic Scrolling in the Workspace
Performance Considerations
Setting the Method Server HEAP Size
Data Compression
Maximizing the Oracle Server/Windchill Server Connection
Setting and Collecting Windchill Workgroup Manager Log Files
Enabling Debug Logging in Windchill Workgroup Manager Client
System Configuration Recommendations
Running Multiple Servers
Using External File Vaulting
Using Content Replication
Advanced Techniques
Conflict Management
Conflict upon Attempt to Modify
Conflicts Involving a PDM Event
Managing Cache
PTC Mathcad and Creo Parametric Interoperability in a Workspace
Windchill Workgroup Manager Preferences
Frequently Used Preferences in the Preference Management Utility
Frequently Used Preferences in the wgmclient.ini File
Using Windchill Workgroup Manager with PTC Mathcad Prime
Differences Between PTC Mathcad 15 and PTC Mathcad Prime
General
File Types
Compatibility between Mathcad Prime and Mathcad 15 Files
Using PTC Places with Mathcad Prime
Icons
NX
PDM Actions in NX
Open
Open from Windchill
Save
Save As
Save to Workspace
New CAD Document
Open in NX
Check In
Check Out
Revise and Check Out
Import to Workspace
Export to Windchill (NX)
Export from Workspace
Locking and Unlocking Objects in the Workspace
Locking Objects
Behavior of files locked in the Workspace and opened in an NX Session
Unlocking Objects
Undo Check Out
Update for NX
Right Mouse Button PDM actions for assembly dependents available in Authoring application
Synchronize
Revision
Rename
Upload
Creating Client-side Viewables
Save Viewable with Models
Save Modified Instances
Administration and Configuration
CAD Worker Setup
Configuring Business Practices with NX
Configuring Naming and Numbering
Autonumbering of File Names
Policy-Managed Naming and Numbering
Identifying the Current Naming and Numbering Policy
Windchill Preferences for Naming and Numbering
Customizing the Naming Service
Configuring Collection with NX
Enabling As Stored Configurations
Configuring Auto Associate with NX
Configuring Revision with NX
Configuring the Ability to Set a Revision Level
Configuring the Revision of Associated Items
Rules for New Versions
Synchronizing Revision Levels during Auto Associate
Configuring Windchill Attributes with NX
Attribute and Parameter Types
Configuring Attributes and Parameters
Windchill Default System Attributes
Custom Parameters
Adding New Authoring Application Parameters
Standard Authoring Application System Parameters
Customizing Existing Windchill Attributes
Editing the Delegate
Mapping User-defined Authoring Application Parameters
Mapping Attributes and Parameters
Implicit Parameter-to-Attribute Mapping
Explicit Property-to-Attribute Mapping
Mapping Properties and Parameters with Units
Map CAD Assembly Attributes to Usage Link Attributes
Resolving Parameter/Attribute Type Conflicts
Behaviour of Creo Authored CAD Documents
Modifying the HTML Client Item Selection Page
Replacing WTPart
Supporting WTPart and Custom Part
Enabling the Recording and Display of Rename and Location History
Generation of Viewables
Using a File Synchronization-Capable Worker with Windchill Workgroup Manager
Configuring the Worker
Configuring the GS Worker Daemon Service Properties with NX
Configuring the Creo View Adapter for HTTPS
Accepting Certificates on Windows
When Windchill Workgroup Manager Is Installed from a Server on a Remote Worker System
Configuring Multiple File Sync CAD Workers
Setting and Collecting Windchill Workgroup Manager Log Files
Managing Attachments in NX
Specifying Whether to Outdate Secondary Content
Setting the Automatically Download Secondary Content Preference
Displaying or Hiding Virtual Workspaces in the Server Management Utility
Cleanup of Event Management
Configuring the Workspace User Interface
Administering Table Views
Configuring Table Scrollbar Display
Configuring the Display of Number of Workspace Rows
Configuring Automatic Scrolling in the Workspace
Performance Considerations
Setting the Method Server HEAP Size
Data Compression
Maximizing the Oracle Server/Windchill Server Connection
System Configuration Recommendations
Running Multiple Servers
Using External File Vaulting
Using Content Replication
Enabling Debug Logging in Windchill Workgroup Manager Client
Advanced Techniques
Managing NX Part Families
Setting the Directory Path for Instances
Assumptions and Restrictions
Part Family Behavior During PDM Actions
Rules for Saving to Workspace
Rules for Using Save As
Rules for Using Upload and Check In
Rules for Adding Part Family Objects to a Workspace
Rules for Opening a Part Family
Rules for Checking Out an NX Part Family
Rules for Using Undo Checkout
Rules for Using Revise
Rules for Removing from Workspace
Rules for Using Rename
Rules for Saving to the Commonspace
Rules for Editing Attributes
NX Part Families Support in Different Versions of Windchill
Autonumbering of Family Table Instances
NX Reuse Library Integration with Windchill
External References
Overview of External References
Standardized CAD Application Relationships
Managing NX References
Assembly Membership
NX Assembly Support with Windchill 9.1 or Earlier
Required versus Optional Dependents
General Description of Member Functionality
Membership and Reports
Other Relationship Types
Bill-of-Materials View in a Model Structure Report
Specifying a BOM Member
Managing Incomplete Dependent Objects (Ghosts)
Identifying Incomplete Dependents
Resolving Incomplete Dependents
Resolving Incomplete Dependents Using the Replace Command
Resolving Incomplete Dependents during Check In or Upload Using Auto resolve
Managing Drawings
Collection and Configuration
Revise
Copy
Check In
Autoassociation
Drawing Reference Link
Relating Drawings to Models and Parts
Viewing Relationships
Defining NX Drawings
Drawing Attribute Method
Drawing Layer Method
NX File Name Method
Conflict Management
Conflict upon Attempt to Modify
Conflict Involving a PDM Event
Support for Unmanaged Read-Only Areas in NX
Managing Cache
Windchill Workgroup Manager Preferences
Frequently Used Preferences in the Preference Management Utility
Frequently Used Preferences in the wgmclient.ini File
SolidWorks
PDM Actions for SolidWorks
Open
Open from Windchill
Save and Save As
Save to Workspace
New CAD Document
Open in SolidWorks
Check In
Check Out
Revise and Check Out
Undo Check Out
Import to Workspace
Export from Workspace
Locking and Unlocking Objects in the Workspace
Update for SolidWorks
Right Mouse Button PDM actions for assembly dependents available in Authoring application
Synchronize
Revision
Rename
Upload
Save Modified Instances
Save Viewable with Models
Administration and Configuration
Configuring Business Practices with SolidWorks
Configuring Naming and Numbering
Autonumbering of File Names in SolidWorks
Assigning of SolidWorks Component IDs
Policy-Managed Naming and Numbering
Identifying the Current Naming and Numbering Policy
Windchill Preferences for Naming and Numbering
Customizing the Naming Service
Configuring Collection
As Stored Configurations
Configuring Auto Associate with SolidWorks
Configuring Revision
Configuring the Ability to Set a Revision Level
Configuring the Revision of Associated Items
Rules for New Versions
Synchronizing Revision Levels during Auto Associate
Configuring Attributes
Attribute and Parameter Types
Windchill Default System Attributes
Custom Parameters
Configuring Attributes and Parameters
Adding SolidWorks Parameters
Standard SolidWorks System Parameters
Customizing Existing Windchill Attributes
Editing the Delegate
Mapping User-defined SolidWorks Parameters
Mapping Attributes and Parameters
Implicit Parameter-to-Attribute Mapping
Explicit Property-to-Attribute Mapping
Mapping Properties and Parameters with Units
Behaviour of Creo Authored CAD Documents
Modifying the HTML Client Item Selection Page
Replacing WTPart
Supporting WTPart and Custom Part
Enabling the Recording and Display of Rename and Location History
Generation of Viewables
Using a File Synchronization-Capable Worker with Windchill Workgroup Manager
Configuring the Worker
Defining the Variable PTC_WGM_ROOT Folder Location to Create Application Data with SolidWorks
Configuring the GS Worker Daemon Service Properties with SolidWorks
Configuring the Creo View Adapter for HTTPS
Accepting Certificates on Windows
When Windchill Workgroup Manager Is Installed from a Server on a Remote Worker System
Configuring Multiple File Sync CAD Workers
Setting and Collecting Windchill Workgroup Manager Log Files
Managing Attachments in SolidWorks
Specifying Whether to Outdate Secondary Content
Setting the Automatically Download Secondary Content Preference
Displaying or Hiding Virtual Workspaces in the Server Management Utility
Cleanup of Event Management
Configuring the Workspace User Interface
Administering Table Views
Configuring Table Scrollbar Display
Configuring the Display of Number of Workspace Rows
Configuring Automatic Scrolling in the Workspace
Performance Considerations
Setting the Method Server HEAP Size
Data Compression
Maximizing the Oracle Server/Windchill Server Connection
Enabling Debug Logging in Windchill Workgroup Manager Client
System Configuration Recommendations
Running Multiple Servers
Using External File Vaulting
Using Content Replication
Advanced Techniques
Managing SolidWorks Configurations
How SolidWorks Configurations are Treated in Windchill
Working with SolidWorks External Design Table
Managing Configurations Created Prior to Windchill 9.0
Assumptions and Restrictions
Specifying the Names of CAD Documents
Behavior of Configurations During PDM Actions
Rules for Using Save to Workspace
Rules for Using Save and Save As
Rules for Using Upload and Check In
Rules for Adding Part Family Objects to a Workspace
Rules for Opening a Configuration in SolidWorks and from a Workspace
Rules for Assembling an Instance
Independently Modifying Instances
Rules for Using Undo Checkout
Rules for Using Revise
Rules for Removing Objects from a Workspace
Rules for Using Rename
Rules for Using Update
Autonumbering of Family Table Instances
External References
Overview of External References
Standardized CAD Application Relationships
Assembly Design References
Assembly Membership
Required versus Optional Dependents
General Description of Member Functionality
Membership and Reports
Other Relationship Types
Bill-of-Materials View in a Model Structure Report
Specifying a BOM Member
Identifying Incomplete Dependents
Resolving Incomplete Dependents
Resolving Incomplete Dependents Using the Replace Command
Resolving Incomplete Dependents during Check In or Upload Using Auto resolve
Managing Drawings
Collection and Configuration
Revise
Copy
Check In
Autoassociation
Drawing Reference Link
Relating Drawings to Models and Parts
Viewing Relationships
Conflict Management
Conflict upon Attempt to Modify
Conflict Involving a PDM Event
Managing Cache
Participant Management
SolidWorks Configuration
Family Table Uniqueness
SolidWorks Toolbox
SolidWorks Toolbox Setup with Windchill
SolidWorks Toolbox Parts
Mapping SolidWorks Toolbox Properties to Windchill Global Attributes
Working with Large Assembly Mode
SolidWorks Virtual Components
Exclude from BOM
Windchill Workgroup Manager Preferences
Frequently Used SolidWorks Preferences in the Preference Management Utility
Frequently Used Preferences in the wgmclient.ini File
Windchill Workgroup Manager Toolkit
Introduction
Intended Audience
Scope and Purpose
Toolkit API Capabilities
Toolkit API Limitations
Customizing Windchill Workgroup Manager
Windchill Workgroup Manager Client-side Customization
Create the Windchill Server-side Customization
Workflow Between Customized Components
Interaction Between Customized Components
Installing and Configuring the Toolkit
Install the Toolkit
Set Up the Development Environment
Platform and Compiler Support
Create the WWGMTK_Install_DIR Environment Variable—Windows
Creating and Modifying Toolkit Applications
How to Build the Toolkit DLL
How to Initialize and Launch the Toolkit
Build and Test the Hello World Demo
Build the Toolkit DLL
Build the Toolkit Demo for the Windchill Workgroup Manager Client
Create or Update User Environment Variables
Example—Create or Update the WWGMTK_MODEL_NAME User Environment Variable
Toolkit Testing After Server or Client API Updates
Creating and Modifying Toolkit Applications for CATIA V5
Build the CATIA V5 Custom DLL
Create the CATIA V5 Macro to Invoke PDM Actions
Create or Update User Environment Variables for CATIA V5
Example—Create the WWGMTK_CATIAV5_DLL User Environment Variable
Example—Create or Update the WWGMTK_CATIAV5_MACRO User Environment Variable
Toolkit Testing for CATIA V5 After Server or Client API Updates
Working with Toolkit Resources
Finding Toolkit Resources
The Toolkit Demo in the Windchill Workgroup Manager Client
Summary of Technical Changes
Toolkit API Functions to Enable Export From Workspace
Toolkit API Functions to Rename Object in Workspace
Toolkit API Functions to Import Graphic Editor Files in Workspace
Toolkit API Function to Register or Unregister Authoring Applications and List Registered Authoring Applications
Toolkit API Function to Read Only Subfolder Structure up to Product Level
Toolkit API Function to Access Windchill File System
The Toolkit APIWizard
How to Start the APIWizard
If the APIWizard Doesn’t Start
Find
Supported APIWizard Search Types
How to Perform an APIWizard Search
Filter Flags
WWGM Toolkit Classes
WWGM Toolkit Constants
WWGM Toolkit Enumerations
WWGM Toolkit Exceptions
WWGM Toolkit Libraries
wwgmtkCustomExamplePage.html
Integration with Cadence Allegro Design Workbench
Overview
Integration Architecture
Installation Overview
Supported Configuration
Install the Gateway Components on the Windchill Server
Windchill-Side Configuration
Create an Info*Engine Adapter (Repository)
Windchill Federated Link and Attribute Setup
Info*Engine Jar Files and Property Zip File (IeAdapter.zip) Creation
Verify the Windchill Federated Links
Property Changes - Post Windchill Server Upgrade
Installing the Library Adapter on the Allegro Design Workbench Library Machines
Library Setup and Maintenance
Allegro Design Workbench Library Site Setup
Windchill Attribute Setup
Windchill Part Subtype (Business Object) Setup
The Library Attributes Mapping Files
Using Windchill Gateway for Cadence Allegro Design Workbench
Synchronization Framework
Importing
Exporting
Logging Service and Configuration
ADW-XL Client Logging Service and Configuration
Server Logging Service and Configuration
Error Messages
Integration with Creo Elements/Direct Model Manager
Getting Started
Overview of Capabilities
Overview of Architecture
Overview of Installation
Overview of Configuration
Installation and Setup of Windchill Gateway
Configuration
Configuring Default Target Context For Imported Data
Configuring Numbering Schemes
Configuring Publishing
Publishing
Publishing Setup: Creo Elements/Direct Model Manager Side
User-Driven Publishing
Rule-Driven Publishing
Publishing Setup: Windchill Side
Viewing a Process
Publishing Processes
Deleting a Process
Viewing and Acting on Schedules
Jobs
Viewing a Job
Canceling a Job
Best Practices
Gateway Best Practice Recommendations
Preferences
Gateway Configuration for TIBCO EMS
Gateway Configuration For TIBCO EMS
Glossary
CAD Document Structure Publishing to Other Systems
CAD Document Structure Publishing to Other Systems
Process Overview for Publishing CAD Document Structures to Other Systems
Configuring Publishing CAD Document Structures to Other Systems
Working with Process Templates
Loading the Process Template
Viewing a Process in a Distribution Target
Viewing a Process
Creating a Process
Viewing a Job List in a Distribution Target
Viewing a Job List
Viewing a Schedule List in a Distribution Target
Viewing a Schedule List
Working with Traces
Traces Tab and PTC Manage Traces App
Augmented Reality
Using Augmented Reality Experience from Windchill
Workflow to Publish Augmented Reality Experience
Accessing the Assigned Thingmark from Windchill
Viewing the Augmented Reality Experience Models
To Print or Scan the Thingmark
Introduction to Windchill ESI
Integrating Windchill ESI With Oracle Applications
Windchill ESI Features
Understanding Distribution Targets
Parts
Bills of Material
Configuring Option to Inhibit Publishing of a Production BOM
Enterprise Systems Integration Managed Baselines
Change Notices
Option Sets
About Publishing Associated Assigned Expressions
Publishing an Option Set
Process Plans
Operations
Operation Allocated Parts
Consumable Resource Allocations for Operations
Control Characteristics
Supported Business Processes
Business Process Considerations and Guidelines
Data Management
Publishing Management
Data Reconciliation
System-of-Record
Creating or Changing Business Objects
Publishing a Business Object
CN Number Over 10 Characters
Revisions and Change Management
Object Numbers Case-Sensitivity
Technical Overview ofWindchill ESI
Using the Graphical User Interface
Managing Distribution Targets
About the Distribution Target Information Page
Creating a Distribution Target
Editing a Distribution Target
Associating Distribution Targets with Objects
Deleting a Distribution Target
Changing the Distribution Target Selection Setting for the User Interface
Changing the Distribution Target Selection Setting for the Send To Distribution Target Utility
The Distribution Targets Tab
Displaying the Distribution Targets Tab
Updating Multiple Distribution Targets
Removing the Association between a Distribution Target and an Object
Viewing Related ESI Transactions
Sending to a Distribution Target
Sending Material to a Distribution Target
Using the Enterprise Systems Transaction Administration
Administering Transactions
Searching For Transactions
Viewing ERP Part Details
Windchill ESI Preferences, Distribution Target Attributes and Global Variable Groups
Windchill ESI Preferences
Distribution Target Attributes
Troubleshooting
Identifying Problems with Parts
Identifying Problems with Bills of Material (BOMs)
Identifying Problems with Process Plans (Routings)
Identifying Problems with Resources
Identifying Problems with Change Notices (CNs)
Identifying Other Problems
Using Windchill Integration for MES
Windchill Integration for MES Features
Technical Overview of Windchill Integration for MES
Installing Windchill Integration for MES
Prerequisites
Enabling Windchill Integration for MES
Post Installation Instructions
Windchill Integration for MES Architecture
Windchill ESI Services
Publishing from Windchill Process Flow
Windchill and MES Data Exchange
Transaction Management
Purpose and Capabilities
Transactions and Subtransactions
Transaction Tracking
Transaction Resubmission
Enabling PostResult RPC Requests
Enterprise Systems Transaction Administration Graphical User
Deletion of Transaction History
Loading Release History
Load Release History
Migrating from Non-Windchill Systems
Enterprise Systems Integration Managed Baselines
Configuring Option to Inhibit Publishing of a Production BOM
MES Integration Implementation Considerations
Assumptions
Business Processes and Organizational Considerations
Choosing Scenarios to Support
Deciding on Business Objects
Determining Critical Attributes
Determining System of Record
Managing Engineering Change Process
Deciding on Manufacturing Planning
Adding Special Attributes and Capabilities
Complying with Design Assumptions
Planning for Data Transfer
Using Effectivity in ERP
Handling Effectivity in Windchill Integration for MES
Security Considerations
Authentication to Delivery Channels
Internationalization Considerations
Supported Languages and Locales
Setup and Control of Locale Variables
Locale Communication Between Windchill PDMLink and the MES Interface
Summary of Language and Locale Variables Used
Internationalization: Business Scenarios
Business Scenario One
Scenario Two
Supporting Multiple MES Instances
Using the Graphical User Interface
Managing Distribution Targets
About the Distribution Target Information Page
Creating a Distribution Target
Editing a Distribution Target
Associating Distribution Targets with Objects
Deleting a Distribution Target
Changing the Distribution Target Selection Setting for the User Interface
Changing the Distribution Target Selection Setting for the Send To Distribution Target Utility
The Distribution Targets Tab
Displaying the Distribution Targets Tab
Updating Multiple Distribution Targets
Removing the Association between a Distribution Target and an Object
Viewing Related ESI Transactions
Sending to a Distribution Target
Using the Enterprise Systems Transaction Administration
Administering Transactions
Searching For Transactions
Viewing the Status of Shop Orders in the MES System
Administering Windchill Integration for MES
Required Skills and Knowledge
Adding Users to Windchill Integration for MES Groups and Mapping Roles
Administrator Accounts and Authorizations
Administering Security
Using Administration Utilities
Preference Management Utility
Manage Distribution
Delegate Administration Utility
Customizing Windchill ESI and Windchill Integration for MES
Administration Tasks
Adding Users to Groups
Adding Users in Windchill PDMLink
Organization Specific Configurations
How to configure organization specific Windchill Integration for MES workflows
How to configure organization specific Windchill Integration for MES teams
Auditing Changes to ESI Target Object
Logging and Messaging
Return Messaging to Windchill
Diagnosing and Resolving Problems
Localizing Problems
Categorizing Problems: Key Areas of Focus for Troubleshooting
Windchill Integration for MES Problems
Distribution Target Problems
Transaction Message Format
Subtransaction Message Format
Resolving Problems
Techniques for Resolving Problems
Coordinating Troubleshooting Teams and Escalating Problems
Resolving Specific Problems
Windchill ESI Preferences, Distribution Target Attributes and Global Variable Groups
Windchill ESI Preferences
Distribution Target Attributes
Integrating Windchill ESI with SAP
Windchill ESI Features
Understanding Distribution Targets
Parts
Documents
Bills of Material
Configuring Option to Inhibit Publishing of a Production BOM
Enterprise Systems Integration Managed Baselines
Publishing an Associated Option Set
Change Notices
Option Sets
About Publishing Associated Assigned Expressions
Publishing an Option Set
Manufacturing Objects
Process Plans
Sequences
Operations
Operation Allocated Parts
Work Instruction/Document Allocation to Operations
Consumable Resource Allocations for Operations
Tooling, Process Materials and Skills
Control Characteristics
Technical Overview ofWindchill ESI
Supported Business Processes
Business Process Considerations and Guidelines
Data Management
Publishing Management
Change Management
Data Reconciliation
System-of-Record
Creating or Changing Business Objects
Publishing a Business Object
Part Numbers Over 18 Characters
Part Names Over 40 Characters
Document Numbers Over 25 Characters
All Numeric Document Numbers Under 25 Characters
Document Names Over 40 Characters
Locking Documents in SAP and Enterprise Systems Integration
CN Number Over 12 Characters
CN Name (Change Master Description) Over 40 Characters
CN Description (Reason For Change) Over 40 Characters
Revisions and Change Management
Object Numbers Case-Sensitivity
Windchill Example of Case-Sensitivity
SAP Example of Case-Sensitivity
Serial and Lot Effectivity
Process Plan Numbers Over Eight Characters
Tooling Numbers Over Eighteen Characters
Process Material Numbers Over Eighteen Characters
Operation Labels Over Four Characters
Operation Description Over 40 Characters
Using the Graphical User Interface
Managing Distribution Targets
About the Distribution Target Information Page
Creating a Distribution Target
Editing a Distribution Target
Associating Distribution Targets with Objects
Deleting a Distribution Target
Changing the Distribution Target Selection Setting for the User Interface
Changing the Distribution Target Selection Setting for the Send To Distribution Target Utility
The Distribution Targets Tab
Displaying the Distribution Targets Tab
Updating Multiple Distribution Targets
Removing the Association between a Distribution Target and an Object
Viewing Related ESI Transactions
Sending to a Distribution Target
Sending Material to a Distribution Target
Using the Enterprise Systems Transaction Administration
Administering Transactions
Searching For Transactions
Viewing ERP Part Details
Windchill ESI Preferences, Distribution Target Attributes and Global Variable Groups
Windchill ESI Preferences
Distribution Target Attributes
Troubleshooting
Identifying Problems with Parts
Identifying Problems with Documents
Identifying Problems with Bills of Material (BOMs)
Identifying Problems with Process Plans (Routings)
Identifying Problems with Operations
Identifying Problems with Change Notices (CNs)
Identifying Other Problems
Using ERP Connector
ERP Connector Features
Understanding Distribution Targets
Parts
Documents
Bills of Material
Change Notices
Option Sets
About Publishing Associated Assigned Expressions
Publishing an Associated Option Set
Publishing an Option Set
Manufacturing Object Attributes
Process Plans
Sequences
Operations
Operation Allocated Parts
Consumable Resource Allocations for Operations
Tooling, Process Materials, and Skills
Control Characteristics
Technical Overview of ERP Connector
Supported Business Processes
Business Process Considerations and Guidelines
Data Management
Publishing Management
Change Management
Data Reconciliation
System-of-Record
Creating or Changing Business Objects
Publishing a Business Object
Windchill ESI Preferences, Distribution Target Attributes and Global Variable Groups
Windchill ESI Preferences
Distribution Target Attributes
Using the Graphical User Interface
Managing Distribution Targets
About the Distribution Target Information Page
Creating a Distribution Target
Editing a Distribution Target
Associating Distribution Targets with Objects
Deleting a Distribution Target
Changing the Distribution Target Selection Setting for the User Interface
Changing the Distribution Target Selection Setting for the Send To Distribution Target Utility
The Distribution Targets Tab
Displaying the Distribution Targets Tab
Updating Multiple Distribution Targets
Removing the Association between a Distribution Target and an Object
Viewing Related ESI Transactions
Sending to a Distribution Target
Sending Material to a Distribution Target
Using the Enterprise Systems Transaction Administration
Administering Transactions
Searching For Transactions
Viewing ERP Part Details
Integrated Software Management
Integrated Software Management
Windchill Integrations for Embedded Software Capabilities
Software Configuration Management System Integrations
Software Defect Tracking System Integrations
Development Environment Integrations
Windchill Capabilities
Administrator and User Roles
Hardware and Software Configuration Management
Hardware and Software Change Management
Software Build Management
Use Case Scenario Example
Software Configuration Management Integrations
Software Configuration Management System Integration Overview
Getting Started Using SCM Systems with Windchill Integrations for Embedded Software
Getting Started for Administrators
Getting Started for Administrators Overview (SCM)
Where to Find Detailed Information
Getting Started for Users
Software Configuration Management Systems Overview for Users
Where to Find Detailed Information
Installation and Configuration
Software and Hardware Compatibility
Server Installation and Configuration
When Installing Windchill For the First Time
When Upgrading From a Prior Release of Windchill
Client Installation and Configuration
Integrity Installation and Configuration
Installation
Configuration
Update Procedures
Subversion Installation and Configuration
Installation
Configuration
Update Procedures
Add the Data Utility for the “BuildStatus” Attribute
Maintenance Procedures
Determining if the Subversion Adapter is Running
To Access the Control Panel for WindchillDS
Windchill Start Script
Windchill Stop Script
How to Install Files for a Subversion Remote Adapter
How to Reconfigure a Subversion Remote Adapter
IBM Rational ClearCase Installation and Configuration
Installation
Configuration
Update Procedures
Add the Data Utility for the “BuildStatus” Attribute
Maintenance Procedures
Determining if the IBM Rational ClearCase Adapter is Running
How to Restart the IBM Rational ClearCase Adapter
How to Reconfigure the IBM Rational ClearCase Adapter
How to Install Files for an IBM ClearCase Remote Adapter
Windchill Start Script
Windchill Stop Script
Adapters Management for Site and Organization Administrators
Adapters Administration Utility for Embedded Software: Before You Begin
Adapters Administration Utility
Tables
Adapter Definition Table
Adapter Associations Table
Configuration Specifications Table
Labels Table
Windows
Adapter Definition Window — Create Mode
Adapter Definition Window — Edit Mode
Adapter Associations Window
Adapter Status Window
Branches Specification Window
Configuration Specifications Window
Edit Configuration Specification Window
New Configuration Specification Window
Tags Specification Window
Views Specification Window
Adapters Administration Utility Access for Managers and Users
Accessing the Adapters Administration Utility from Products, Projects, and Libraries
Working with Integrity Source (SCM) Adapters
Creating an Adapter
Editing an Adapter
Deleting Adapters
Checking the Adapter Status
Adapter Information Page
Managing Context Associations
Associating a Context to an Adapter
Disassociating a Context from an Adapter
Working with Subversion Adapters
Using an Adapter as a Remote Client
Creating an Adapter
Editing an Adapter
Deleting Adapters
Checking the Adapter Status
Adapter Information Page
Managing Context Associations
Associating a Context to an Adapter
Disassociating a Context from an Adapter
Working with IBM Rational ClearCase Adapters
Using an Adapter as a Remote Client
Creating an Adapter
Editing an Adapter
Deleting Adapters
Checking the Adapter Status
Adapter Information Page
Managing Context Associations
Associating a Context to an Adapter
Disassociating a Context from an Adapter
Managing Configuration Specifications
Creating a Configuration Specification
Editing a Configuration Specification
Adapters Configuration Management for Users
Adapters Administration Utility: Before You Begin
Adapters Administration Utility
Tables
Adapter Definition Table
Adapter Associations Table
Configuration Specifications Table
Labels Table
Windows
Adapter Associations Window
Adapter Status Window
Branches Specification Window
Configuration Specifications Window
Edit Configuration Specification Window
Tags Specification Window
Views Specification Window
Working with Integrity Source (SCM) Adapters
Checking the Adapter Status
Adapter Information Page
Managing Context Associations
Customizing Context Associations to an Adapter
Disassociating a Context from an Adapter
Working with Subversion Adapters
Checking the Adapter Status
Adapter Information Page
Managing Context Associations
Customizing Context Associations to an Adapter
Disassociating a Context from an Adapter
Working with IBM Rational ClearCase Adapters
Checking the Adapter Status
Adapter Information Page
Managing Context Associations
Customizing Context Associations to an Adapter
Disassociating a Context from an Adapter
Working with Windchill Integrations for Embedded Software Objects
Accessing and Managing Migrated Data
Working with Migrated Software Parts
Working with Migrated Software Documents
Working with Migrated Documents
Working with Migrated Issues, Variances, Change Requests, Change Notices, Notes and Problem Reports
Working with Related Software Documents
Managing Software Builds
About Software Builds
Working with Software Builds
About Creating Software Builds
Creating a Software Build
Creating Multiple Software Builds
Editing a Software Build
Relationship between Software Builds and Windchill Objects
About Associating a Software Build with Other Windchill Objects
Associating a Software Build with Windchill Objects
Associating a Software Build with Defects
Associating New Defects with a Software Build
Finding Defects to Associate with a Software Build
Disassociating a Defect From a Software Build
Automatic Association of Defects with a Software Build
Working with the Software Build Information Page
Software Build Information Page
Software Build Information Page—Overview Tab
Software Build Information Page—Details Tab
Software Build Information Page—Content Tab
Managing Software Documents and Software Configuration Data Documents
Working with Software Documents
Working with Software Configuration Data Documents
Managing Documents
Creating a New Document
Creating Multiple Documents
Editing a Document
Working with Primary Source Content and Attachment Content
Primary Content Table for Software Files
Attachments Table for Software Files
Working with Software Document and Software Configuration Data Information Pages
Software Document and Software Configuration Data Document Information Pages
Information Page—Details Tab
Information Page—Content Tab
Managing Software Files
Working with Software Files
Defining and Attaching an Integrity Source (SCM) Software File
Defining and Attaching a Subversion Software File
Defining and Attaching an IBM Rational ClearCase Software File
Managing Software Parts
Working with Software Parts
Managing Parts
Creating a New Part
Editing a Part
Working with Software Part Information Pages
Software Defect Tracking Integrations
Overview of Adapter Configuration with Windchill Integrations for Embedded Software
About the Windchill Integration for Defect-Tracking Systems
Defect-Tracking Capabilities
About Defects and Remote Defects
Getting Started Using Defect-Tracking Systems with Windchill Integrations for Embedded Software
Getting Started for Administrators
Overview of Defect-Tracking Systems for Administrators
Where to Find Detailed Information
Getting Started for Users
Overview of Defect-Tracking Systems for Users
Where to Find Detailed Information
Installation and Configuration
Software and Hardware Compatibility
Server Installation and Configuration
When Installing Windchill For the First Time
When Upgrading From a Prior Release of Windchill
Client Installation and Configuration
Install the Integrity, Bugzilla, or Atlassian JIRA Software
Configure the Integrity, Bugzilla, or Atlassian JIRA Software
Setting Up Defect Tracking Adapter Credentials
Adapters Management for Site and Organization Administrators
Adapters Administration Utility for Embedded Software: Before You Begin
Adapters Administration Utility
Tables
Adapter Definition Table
Adapter Associations Table
Windows
Adapter Definition Window — Create Mode
Adapter Definition Window — Edit Mode
Adapter Associations and Map Attributes Window
Adapter Status Window
Projects Specification Window
Working with Integrity Defects, Bugzilla, and Atlassian JIRA Adapters
Creating an Adapter
Editing an Adapter
Deleting Adapters
Checking the Adapter Status
Adapter Information Page
Managing Context Associations and Mapping Files
Creating or Editing a Mapping File
Selecting a Mapping File for an Adapter
Validating a Mapping File for an Adapter
Associating a Context and Selecting a Mapping File for an Adapter
Disassociating a Context from an Adapter
Accessing the Adapters Administration Utility from Products, Projects, and Libraries
Adapters Administration Utility Access for Managers and Users
Adapters Configuration Management for Users
Adapters Administration Utility: Before You Begin
Adapters Administration Utility
Tables
Adapter Definition Table
Adapter Associations Table
Windows
Adapter Associations Window
Adapter Status Window
Projects Specification Window
Working with Integrity Defects, Bugzilla, and Atlassian JIRA Adapters
Checking the Adapter Status
Adapter Information Page
Managing Context Associations
Customizing a Context Association to an Adapter
Disassociating a Context from an Adapter
Management of Defects
Working with Defects in Windchill Integrations for Embedded Software
Authentication for Connecting to and Using Defect-Tracking Systems
Creating a Defect
Creating a Defect—Setting Attributes
Creating a Defect—Selecting Affected Objects
Associating a Defect with a Remote Defect
Editing a Defect
Associating a Defect with a Software Build
Creating a Defect from a Problem Report
Setting the Life Cycle State of a Defect
Defect Information Page
Attribute Mapping
Overview of Attribute Mapping
Modifying an Attribute Mapping File
Format of the attributeMap.xml File
DtsPdmMap Element
DtsPdmValueMap
Attribute and Defect Property Field Mapping
Attribute Value Mapping
Example of attributeMap.xml File
Development Environment Integrations
Installation and Configuration
Windchill Integrations for Embedded Software: Before You Begin
Software and Hardware Compatibility
Server Installation and Configuration
When Installing Windchill For the First Time
When Upgrading From a Prior Release of Windchill
Client Installation and Configuration
Client Software Installation
Client Software Configuration
Working with Tasks
About Tasks
Tasks Tables
Task Information Page
Reassigning a Task
Set Up Participants Table
PTC Windchill Integration for Software Build Tools Developer's Guide
Windchill Integration for Software Build Tools
Framework and Features
Installation and Configuration
Software and Hardware Compatibility
Server Installation and Configuration
When Installing Windchill For the First Time
When Upgrading From a Prior Release of Windchill
Installing Windchill Integration for Software Build Tools
Using Windchill Integration for Software Build Tools with Certificate-Based Authentication
Using the Windchill Integration for Software Build Tools Commands
Overview of Software Build Tools Commands
Uploading Software Build Objects
Arguments for Software Build Tools Commands
CreateFolder
CreateSWBuild
CreateAndUpload
Download
AddContentToSWBuild
LinkPartToBuild
LinkBuildToDocs
LinkDefectToBuild
AutoAssociateDefectToBuild
UpdateObject
Software Build Tools Configuration File
Example of a Software Build Tools Configuration File
Example: Running Software Build Tools Commands from Custom Build Scripts
Configuring Windchill Integration for Software Build Tools
Configuring the Adapter for Dynamic Web Service URLs
Troubleshooting Tips
General Error Codes
Common Error Codes for Commands
Error Codes for AddContentToSWBuild
Error Codes for CreateAndUpload
Error Codes for CreateSWBuild
Error Codes for Download
Error Codes for LinkBuildToDocs
Error Codes for LinkDefectToBuild
Error Codes for LinkPartToBuild
Error Codes for UpdateObject
Error Codes for AutoAssociateDefectToBuild
Info*Engine Adapters
JDBC Adapter Guide
Info*Engine Architecture
Identifying the Info*Engine Components
Identifying Basic Components
Interacting with Info*Engine
Java Server Pages
External Custom Java Applications
Managing the Execution of Info*Engine Tasks
Starting and Locating Info*Engine Components
Setting Up Connections Through Adapters
Using In-Process Adapters and Gateways
Using Out-of-Process Adapters and Gateways
JDBC Adapter Installation
Installation Overview and Requirements
Installing the JDBC Adapter
Installing on the Info*Engine Host
Installing on a Different Host
Additional Installation Steps for Non-Oracle Databases
JDBC Adapter Configuration
JDBC Adapter LDAP Entry
Installing the JDBC Adapter Form
Creating a JDBC Adapter LDAP Entry
JDBC Adapter Properties
Configuring an Out-of-Process JDBC Adapter
LDAP Administrator Password Information
Encrypt Adapter Service Properties
Set Naming Service Launch Properties
Identify a Start File
ie.properties Location and Contents
Sample Windows Start File Contents
Sample UNIX Start File Contents
JDBC Adapter Logging Capabilities
JDBC Webject Library
Using the JDBC Webject Library
Processing BLOBs
Naming the Adapter in Webject INSTANCE Parameters
Running the Webject Examples
Batch-Execute-Procedure
Create-Object
Delete-Objects
Describe-Attributes
Do-SQL
Execute-Procedure
Prepared-Batch-Update
Put-Blob-Stream
Put-Bulk-Stream
Put-Clob-Stream
Query-Attributes
Query-Objects
Send-Blob-Stream
Send-Bulk-Stream
Send-Clob-Stream
Transaction
Update-Objects
Validate-User
JNDI Adapter Guide
Info*Engine Architecture
Identifying the Info*Engine Components
Identifying Basic Components
Interacting with Info*Engine
Java Server Pages
External Custom Java Applications
Managing the Execution of Info*Engine Tasks
Starting and Locating Info*Engine Components
Setting Up Connections Through Adapters
Using In-Process Adapters and Gateways
Using Out-of-Process Adapters and Gateways
Installing and Configuring the JNDI Adapter
About the JNDI Adapter
Installing the JNDI Adapter
Configuring the JNDI Adapter
Creating the JNDI Adapter LDAP Entry
JNDI Adapter Properties
Modifying the JNDI Start Files
JNDI Adapter Logging Capabilities
Testing the JNDI Installation
JNDI Webject Library
Naming the Adapter in INSTANCE Parameters
Compare-Attribute
Create-Object
Delete-Objects
In-Subtree
Put-Blob-Stream
Put-Bulk-Stream
Query-Objects
Rename-Object
Send-Blob-Stream
Send-Bulk-Stream
Update-Objects
Validate-User
SAP Adapter Guide
Info*Engine Architecture
Identifying the Info*Engine Components
Identifying Basic Components
Interacting with Info*Engine
Java Server Pages
Web Browser Request Example
Using a Custom External Java Application
Managing the Execution of Info*Engine Tasks
Requesting Task Execution through a TCP/IP Connection
Implementing Events That Execute Tasks
Queuing Tasks for Execution
Starting and Locating Info*Engine Components
Setting Up Connections Through Adapters
Using In-Process Adapters and Gateways
Using Out-of-Process Adapters and Gateways
SAP Adapter Architecture
SAP Adapter Installation
Installation Overview and Requirements
Installing the SAP Adapter
SAP Adapter Configuration
Configuring an In-Process SAP Adapter
Configuring an Out-of-Process SAP Adapter
Setting Classpath and Variables
Encrypting the LDAP Administrator Password
Encrypt Adapter Service Properties
Creating the SAP Adapter LDAP Entry
Installing the SAP Adapter Form and Help
Entering SAP Adapter Entry Information
SAP Adapter Properties
SAP Webject Library
Naming the Adapter in INSTANCE Parameters
Commit-Transaction
End-Transaction
Execute-RFC
Rollback-Transaction
Start-Transaction
Transaction Management Example
Directory Structures
Installation and Upgrade
Installation and Configuration Guide
Installing Windchill and the Installation Process Flow
Planning a Solution Installation
Selecting the Installation Type
Solution Installation Assumptions
Prerequisite Checklist
Solution Installation
Using Staging Directories
Installing on Multiple Machines (Solution Installation)
File Server Remote Site Pre-Installation Steps
Critical Patch Sets
Enabling the Master Site to Use the File Server
Generating the Security Key
Downloading the Software and Key Using the File Server Management Utility
Database Installation
Installing a Database Server as a Separate Instance or into a Shared Instance with Multiple Databases
Installing Oracle Database
About Oracle Database
Before You Begin Installing Oracle Database
Windchill Requirements for the Oracle Database
Installing Oracle Server Software
Installing Oracle Client Software
Installing Oracle Patches
Post-Installation Activities
Checking Environment Variables
Configuring for Multi-byte Character Sets
Configuring the Oracle Net Services Environments
Configuring a Remote Oracle Database to Work with the Windchill Server
Installing SQL Server
Architecture Considerations for Windchill on SQL Server
Before You Begin Installation of SQL Server
System Configuration Types: Single-Tier and Multi-Tier
Installation Steps
Set Up Windows Service Accounts for the Database
Configure the File System to Support External Storage of Windchill Content
Install SQL Server Database
Index Byte Limitation
Configuring a Remote SQL Server Database to Work with the Windchill Server
Starting SQL Server Services
Setting up SQL Server on a Target Server
Using the PTC Solution Installer
Before Using the PTC Solution Installer
Installing Using the Appropriate Permissions
Using Staging Directories
Disabling Windows Firewall and Internet Explorer Enhanced Security Configuration for Windows Server
Preparing Enterprise LDAP for Installation Data Load
Preparing an Enterprise LDAP Including Active Directory
Configuring a Windchill Installation to be IPv6 Compliant
UNIX Settings
Verify that the Time and Date is Accurate on the Server
Installing a Standalone Product or Component
Windchill Licensing
Installation Planning for Optional Products
Windchill Enterprise Systems Integration
Windchill ESI with TIBCO
Windchill Business Reporting
Local Installation
Distributed Installations
Two Machines
Three Machines
Other Pre-Installation Considerations
Creo View
Creo Packages
Installing Windchill Solutions
Launching the PTC Solution Installer
Selecting the Installation Type
Selecting the Solution
Selecting Optional Products
Choosing the Platform Components
Selecting Optional Features
Specifying the User (UNIX Only)
Database Configuration
Identifying the Installation Instance
Specifying the Installation Directory
Selecting Data Loader Settings
Entering the Web Server and Servlet Engine Settings
Specifying Language Settings
Selecting the Database Size
Entering Your Database Information
Entering Your LDAP Settings
Starting the Windchill Directory Server
Importing Windchill License
Entering Administrative Settings
Specifying Optional Product Settings
Creating Product Icons or Links
Using the Staging Directory
Copying CDs or CD Images to the Staging Area
Installing Critical Patch Sets
Reviewing and Confirming the Installation
Optional Product Settings
Windchill Quality Solutions Post Installation
Windchill Enterprise Systems Integration
Understanding Input Options
Reconfiguring ERP Connector into Windchill Enterprise Systems Integration
ERP Connector Installation
Understanding Input Options
Upgrading Customized Distribution Targets
Windchill Gateway for Cadence Allegro Design Workbench
Understanding Input Options
Post Installation Steps
Windchill Bulk Migrator Installation
Understanding Input Options
Post Installation Steps
Windchill Workgroup Manager Installation
Windchill Requirements Management Installation
Windchill Requirements Management Post-installation
Windchill PartsLink Classification and Reuse Installation
Windchill PartsLink Post Installation Instructions
Windchill MPMLink
Windchill MPMLink Post Installation Instructions
Enabling Mass Updates
Configuring Mass Update Options
Installation and Setup for MPMLink - Creo Illustrate Integration
Creo Packages
Installation
Creo Packages
Windchill Business Reporting
Understanding Input Options
Local Installation
Distributed Installation - Two Machines
Distributed Installation - Three Machines
Windchill Business Reporting Post Installation Instructions
Verifications
Log In to Windchill Business Reporting
Confirm Presence of Out-Of-The-Box Reports
Accessing Cognos Configuration Tool
Configuring Windchill Business Reporting Access Control
Configuring Windchill Business Reporting with HTTPS
Adding an Enterprise LDAP for Authentication
Adding an LDAP Authentication Namespace
Configure your Web Server
PTC HTTP Server on Windows
Internet Information Services (IIS)
Configure Cognos Namespace Selection Behavior on Log In (Optional)
Set the Default Namespace
Enable Windchill to Pass User’s Cognos Namespace
Updating the Model and Loading Reports
Update Existing Installation
Create a New Cognos Database User
Setting Properties
Reverse Proxy Configuration for Separate PTC HTTP Servers
Configuring Windchill
Windchill Index Search Installation
Installing the Index Search Server in Standalone Mode
Installing the Index Search Server in Cloud Mode
Windchill Index Search Post-Installation Configuration
Enabling Asian Languages
Enabling Spelling Suggestions
Set Properties for the Index Search Client
Running Solr as a Windows Service
Running Zookeeper as a Windows Service
Configure the Standalone Index Search Server
Create the Solr Cores (Standalone Mode)
Update the Solr Schema for Standalone Server (Optional)
Configure Basic Authentication for Solr (Standalone Mode)
Configure SSL for Standalone Index Search Server (Solr)
Configure the Index Search Server in Cloud Mode
Setup and Start Zookeeper Nodes
Create the Solr Cores (Cloud)
Update the Solr Schema for Cloud Mode (Optional)
Add or Remove a Solr Node in an Existing Solr Cloud
Add or Remove a Zookeeper Node in an Existing Solr Cloud
Configure Basic Authentication for Solr (Cloud Mode)
Configure SSL for Cloud Index Search Server (Solr)
Updating the Index Search Server
Thumbnail Generator and Viewable Compression Utilities
Understanding Input Options
Creo View Clients
Understanding Input Options
Windchill Service Information Manager
Post Installation Steps
Windchill Service Information Manager - S1000D Module
Pre-Upgrade Tasks
Server Installation
Install the Windchill Service Information Manager - S1000D Module
Client Installation
S1000D Configuration for New Installations
Add the S1000D Look-up Library
Create the S1000D SNS Sets Product
Additional Language Configuration
Setup for Servigistics InService A&D Publishing
Install the Servigistics InService A&D Host Certificate File
Configure Authentication Credentials
Post-Upgrade Tasks
Configuration and Customization
Windchill Ship Building Template Post Installation Instructions
Windchill Aerospace and Defense
Windchill Supplier Management Installation
Windchill Integrations for Embedded Software Installation
Final Steps and Launching Windchill
Launching Windchill
Monitoring and Maintenance Activities
Adapters and Other Installers
Advanced Configurations
Starting the Windchill Directory Server
Starting the PTC HTTP Server and the Windchill Method Servers
Changing Forum and Notebook Languages
Configuring System Administration Settings
Setting Sender E-mail Address
Setting Authentication for an SMTP Server
Configuring HTTPS for PTC HTTP Server and Windchill
Configuring a Database Application User
IBM Rational ClearCase Configuration
Installing a Windchill File Server at a Remote Site
Configuring Remote File Servers
Enabling Remote File Server Support if Not Enabled with the PSI
Database Initializing and Data Loading
Setting the Number of Starting Method Servers
To Verify the Number of Method Servers
Creating the Database Schema
Loading Base and Demonstration Data
Loading Localized Data
Changing the Load Set for Localized Data
Setting the Date Format to Reflect the Server Locale
Using WindchillLoader to Load Data
WindchillLoader Syntax
Loading Base Data Example
Loading Base Data — Best Practices
Manually Loading Database Schema and Base Data
Configuring IIS and Embedded Servlet Engine
Configuring IIS and Embedded Servlet Engine: Before You Begin
Configuring IIS and Windchill
Installing PTC Embedded Servlet Engine Connector into IIS
Generating Authentication and Authorization Resources for Windchill Configurations
Configuring IIS for Windchill
Enabling the Default Domain and Realm for IIS
Giving IIS Users Appropriate Permissions
Configuration Summary
Configuring PTC HTTP Server and Embedded Servlet Engine With Other Options
Installation and Configuration of the PTC HTTP Server: Before You Begin
Setting Up PTC HTTP Server Ant
PTC HTTP Server Configuration Layout
Configurations When PTC HTTP Server is Installed Remotely
Running PTC HTTP Server as a Windows Service
Running PTC HTTP Server as a Windows Service
Uninstalling the PTC HTTP Server Windows Service
Configuring PTC HTTP Server for IPv6
Configuring a Version of Apache that was Manually Installed
Specifying Web Server Authentication
Specifying a Resource (URL) to Authenticate
LDAP Configuration
Specifying an LDAP URL for Authentication
Specifying a Bind DN for the LDAP URL
Configure Authentication Realm Name
Configuring a Password File for Authentication in PTC HTTP Server
Configuring Windchill to Work with a Remote PTC HTTP Server
Background
Configuring a Split Configuration
Additional PTC HTTP Server Configurations
Configuring Additional Enterprise Directories
About Configuring Additional Enterprise Directories
Integration with Established Enterprise Directory Services
Bundled and Third-Party Directory Services
Configuration Options Using Enterprise Directory Services
Create and Configure the JNDI Adapter
Create a JNDI Adapter Entry
Set Additional Properties
Create a Repository Definition
Modify the wt.properties File
Set Authentication in the MapCredentials.xml File
Update the PTC HTTP Server Configuration
Verify Your Changes
User and Group LDAP Attribute Value Mapping
Default User and Group LDAP Attribute Values
Microsoft Active Directory Attribute Mapping for User and Group Objects
Running Windchill as a Windows Service
Points to Consider When Running a Windows Service
Troubleshooting Tips
Removing Windchill as a Windows Service
Adding Windchill Service Dependencies
Installing and Configuring Adobe Experience Manager Software
About Adobe Experience Manager Forms Software
System Compatibility and Requirements
System Requirements for Adobe Software
Installing Adobe Experience Manager Forms Software
Using the Turnkey Installation Method
Using the Manual Installation Method
Deploying the Adobe Software to an Application Server
Configuring Windchill for Use with Adobe Experience Manager Forms Software
Default Ports
Troubleshooting
Running the Windchill Configuration Assistant If the Installation Fails
Installation Log Files
Collation Conversion Logs
Troubleshooting Your Initial Installation
Troubleshooting the Web Server, Servlet Engine and Method Server
Gathering Information for a Support Call
The PTC Solution Installer Global Registry
Recovering an Installation
Installation and Configuration Guide - Update Existing Installation
Planning Before Updating an Installation
Types of Windchill Releases
Using Best Practices When Updating a Release
Using Both Test and Production Systems
Creating a Staging Directory
Understanding Maintenance Releases
PTC Solution Installer Update Options
Updating an Existing Installation
Preparing to Update the Installation
Preparing Your System for the Update
Capture Non-modeled Indexes and Custom Sequences
Configuring the Database Application User Before Updating
Updating Third-Party Products
Updating Other Windchill Products
Enabling Remote File Servers
Maintenance Releases and Critical Patch Sets
Third Party Products
Windchill Gateway for Cadence Allegro Design Workbench
Info*Engine JAR Files and Property ZIP File Creation
Importing Windchill CAPA Data
Installing Windchill Customer Experience Management or QMS Surveillance and Corrective Action
Installing Windchill CAPA or Windchill Nonconformance as a Standalone Solution
Correcting Windchill Customer Experience Management Classification Trees
Configuring the Web Service for Windchill Nonconformance
Running the Migrate UDI Library Template Utility
Running the UDI Views Migrator Utility
Reloading UDI Types
Windchill Directory Server
Updating Windchill MPMLink Equivalent Link Preferences
Working with Abstract Specification and Requirement Types Present in Windchill That Need to be Converted for Integrity Integration
Detecting Issues in Specifications and Requirements
Launching the PTC Solution Installer (PSI)
Choosing the Installer Language
Before You Begin
PTC Customer Agreement
Selecting the Installation Type
Selecting the Installation to Update
Selecting Update Options
Selecting Optional Products
Adding a Language
Specifying Language Settings
Using the Staging Directory
Installing Critical Patch Sets
Copying Media or Media Images to the Staging Area
Reviewing and Confirming the Installation
Post-Update Actions
Applying Maintenance Release Special Instructions
Update the Tablespace
Execute Steps for Windchill Index Search and Windchill PartsLink
Configuring the Database Application User After Updating
Bringing Your System Back Online
Announcing System Availability
Installing Windchill PDMLink on a Pro/INTRALINK System
Troubleshooting Your Maintenance Installation
Advanced Deployment Considerations
Network Configuration
Firewalls
Client Tier
Web Tier
Database
Client Proxies
Reverse Proxies
Background
Basic Reverse Proxy Configuration
Updating wt.properties on the Windchill Host
Reverse Proxy wt.properties Example
Updating web.xml on the Windchill Host
Configuring an Apache-based Web Server as a Reverse Proxy Server
Using HTTPS with a Reverse Proxy Server
Split DNS with Reverse Proxy Configuration
rsync Instructions
Connecting to an rsync Daemon Using a Remote-shell Connection
Manually Connecting to an rsync Daemon to Accept Connections
Authentication
The Windchill Authentication Strategy
HTTP Basic Authentication
Form-based Authentication
SSL/TLS Client Authentication
Microsoft NTLM Authentication
Security Assertion Markup Language (SAML) Authentication
Configuring an Alternative Authentication in Windchill
SSL/TLS Client Authentication
Web Server Configuration
Java-Based Client Configuration
Microsoft NTLM Authentication
Form-based Authentication
Required Login Page Representation
Windchill URL Considerations
General Notes
Windchill Configuration Steps
Windchill Program Changes
Info*Engine Customization Changes
Third-party Product Changes
Web Server Configuration Update to Remove Constraints
Windchill Property Changes
Single Sign-on Authentication
Security Assertion Markup Language (SAML) Authentication
Establish a Central Authorization Server
Configure OAuth Delegated Authorization
eSignature Validation for SSO Configurations
Configuring Command Line Clients for Advanced Authentication
Advanced Windchill Configurations
Load Balancing Multiple Method Servers
Configuring Windchill Properties for Multiple Method Servers
Setting Up Threshold Detection for Load Balancing Requests from RMI-based Clients
Configuring Background Method Servers
Configuring a Method Server for Background Queues
Configuring Multiple Background Method Servers
Grouping Queues for Background Method Server Distribution
Configuring RMI for Tunneling over HTTP
Port 80
Java RMI Servlet
Configuring LDAP Failover
Basic Requirements for LDAP Failover
LDAP Failover Configuration Changes
Windchill Directory Server Failover Configuration Verification and Tests
Enterprise LDAP Failover
Advanced Database Configurations
Implementing Oracle Advanced Compression in Windchill Schema
Oracle Database Encryption Using Transparent Data Encryption (TDE)
Configuring Oracle TDE Tablespace Encryption on a New Windchill Database
Configuring Oracle TDE Tablespace Encryption on an Existing Windchill Database
Configuring Windchill with Oracle Data Guard
Configuring a New Windchill Installation for use with Oracle Data Guard
Configuring an Existing Windchill Oracle Database for use with Oracle Data Guard
Configuring Windchill with SQL Server Always On
Configuring a New Windchill Installation for use with SQL Server Always On
Configuring an Existing Windchill SQL Server Database for use with SQL Server Always On
Configuring Windchill to use JDBC over SSL
Configuring Windchill with Oracle Database to Use JDBC over SSL
Configuring Windchill with SQL Server Database to Use JDBC over SSL
Installing and Configuring a Cluster Windchill Environment
Server Cluster Configuration Overview
Configuring a Typical Server Cluster
Master Server Manager Failover
Configuring a Load Balancing Router
Configuring Affinity
Determining the Necessary Ports for Load Balancer or Firewall
Configuring the Windchill Environment for Clustering
Configuring an Identical Node Cluster
Example Properties
Configuring a Dedicated Cluster Master
Example Properties
Understanding Properties Used in Examples
Configuring Windchill Adapters in a Cluster Configuration (Optional)
Configuring Method Server and Background Method Servers on Cluster Nodes
External File Vault Considerations
Creating Vaults and Mounting Folders
Example Configuration
Windows and UNIX Configuration Differences
Data Loading Considerations
Installing a Windchill Cluster Using the PTC Solution Installer
Configuring Windchill with Oracle or SQL Server
Post-Installation Steps for Configuring a Cluster
Configuring Windchill with Oracle RAC
Configuring Windchill with SQL Server Cluster
Web Server Concerns
Installing Additional Products or Updates Using the PTC Solution Installer
Reverting a Cluster to a Single System
Third Party Clustering Software
Dual HTTP and HTTPS Protocol Systems
Troubleshooting Tips
Windchill ESI
Installing and Configuring Windchill ESI in an ORACLE Applications Environment
Reviewing Requirements
Windchill ESI Requirements
Oracle Applications Requirements
Determining How to Handle Attribute Length Differences
Configuring ERP Part Information
Uninstalling TIBCO Software
Uninstalling TIBCO Software
Cleaning the Installation Registry
Removing the InstallShield Directory
Removing the .TIBCO and .TIBCOEnvInfo Directory
Removing all TIBCO Directories
Using the Middleware Installation and Configuration Utility
Using the Middleware Installation and Configuration Utility (MICU)
Installing and Configuring Windchill ESI for Oracle Applications
Providing Root User Privileges to the TIBCO Hawk Agent Process (UNIX Systems Only)
Common Installation and Configuration Errors
Performing Post Installation Steps
Configuring Property Files
Password Obfuscation (Optional)
Manually Deploying the ESI EAR
Manually Deploying the ESI EAR
Configuring the EMS
BusinessWorks Configuration Settings
Updating the ESIORALookups.properties file for Oracle Applications
Configuring Manufacturing Objects
Configuring Oracle NLS Language Parameters for use with ESI
How to check if the Web Service for ERP Part Information is working
Script Sequence for Installation of ESI Objects on an Oracle Applications Instance
Script Sequence for Uninstalling ESI Objects on an Oracle Applications Instance
Enabling the Instrumented Feature
Supporting Multiple ERP Instances
Creating ESI User Accounts and Configuring Oracle for Windchill ESI
Setting up an Oracle User Account for Windchill ESI
Configuring User, Responsibility, and Application for Object Processing
Generating Unit Numbers in Oracle Applications
Generating Departments and Resources in Oracle Applications
Global Variables for Process Engines
Configuring Windchill ESI Assumptions
Configuring Windchill ESI Using SUNMQS JMS
Windchill ESI Preferences, Distribution Target Attributes and Global Variable Groups
Windchill ESI Preferences
Distribution Target Attributes
Global Variable Groups
Process Engine Global Variable Groups
Global Variables for Adapter Instances
Object Numbering
Object Numbering and Attribute Field Length Differences
Field Length Differences - Determining How to Compensate
The Object Numbering Property
Installing and Configuring Windchill ESI in an SAP Environment
Reviewing Requirements
Determining How to Handle Attribute Length Differences
Assigning PRT Material Type (FHMI) To Routing Type N
Creating ESI User Accounts and Configuring SAP for Windchill ESI
Setting up an SAP User Account for Windchill ESI
Setting up SAP Configurations
Configuring Document Parameters
Configuring Change Management Parameters
Configuring Revision Levels
Configuring Engineering Change Management Parameters
Configuring BOMs
Configuring External Number Ranges for Parts, Documents, CNs, Process Plans and Resources
Configuring the Availability Check Default Value for Different Material types in Specific Plants
Determining the Approach to Use When Updating Routings in SAP
Determining the Approach for Creating or Updating Equipment in SAP
Importing Custom RFCs
Changing the WorkStation Application (T-CODE: DC30)
Configuring ERP Part Information
Uninstalling TIBCO Software
Uninstalling TIBCO Software
Cleaning the Installation Registry
Removing the InstallShield Directory
Removing the .TIBCO and .TIBCOEnvInfo Directory
Removing all TIBCO Directories
Using the Middleware Installation and Configuration Utility
Using the Middleware Installation and Configuration Utility (MICU)
Installing and Configuring Windchill ESI for SAP
Providing Root User Privileges to the TIBCO Hawk Agent Process (UNIX Systems Only)
Common Installation and Configuration Errors
Performing Post Installation Steps
Password Obfuscation (Optional)
How to Check if the Web Service for ERP Part Information is Working
Publishing Documents with Cross-Referencing Values
Prerequisites for Publishing Operations
Updating ESILookups.properties and ESIDefaults.properties
BusinessWorks Configuration Settings
Manually Deploying the ESI EAR
Configuring the EMS
Supporting Multiple ERP Instances
Configuring Windchill PDMLink and Info*Engine
Configuring Windchill ESI Using SUNMQS JMS
Windchill ESI Preferences, Distribution Target Attributes and Global Variable Groups
Windchill ESI Preferences
Distribution Target Attributes
Global Variable Groups
Process Engine Global Variable Groups
Global Variables for Adapter Instances
Object Numbering
Object Numbering and Attribute Field Length Differences
Field Length Differences - Determining How to Compensate
The Object Numbering Property
Object Number Lengths in SAP
Object Numbering SAP Number Range Configuration
Exceptions for Part Numbers
Exceptions for BOM Numbers
Exceptions for Document Numbers
Exceptions for Change Notice Numbers
Exceptions for Process Plan numbers
Exceptions for Equipment
Out of the Box SAP Number Ranges
SAP Functionality Summary
Object Number Lengths in SAP for Master Inspection Characteristics (MIC)
Exceptions for MIC Numbers
Upgrade Guide
Before Upgrading
Upgrade Overview
Upgrade Process Flowchart
Supported Upgrade Paths
Supported Scenarios
Changing Platforms
Upgrading to Critical Patch Set (CPS) Releases
Unsupported Scenarios
Windows Server 2016 Operating System
Oracle Data Guard
SQL Server 2008 R2
Clustered SQL Server Environment
Windows Server Failover Clustering (WSFC) with SQL Server
Upgrade Considerations for SQL Server Always On Configurations
Reconfigure Oracle RAC Prior to Upgrade
Internet Domain of Organizations
Solutions Including Windchill SocialLink
Components and Data Not Migrated by the Upgrade Manager
Configuring Uniqueness Level
Installing Additional PTC Products
Upgrading with Windchill Requirements Management
Accessing Legacy Audit Data After Upgrading
Windchill Index Search Upgrade Overview
Creo Parametric Cache Compatibility
Windchill Workgroup Manager Cache Compatibility
The Windchill Upgrade Procedure
Create a Work Instruction Document
Executing WinDU Diagnostic Tasks on the Source System
Gather Vault Information
Upgrade Vaults and File Servers
Use Auto-mounted Folders for Vaults (UNIX Only)
Preparing Windchill Business Reporting for Upgrade
Installing the Windchill Directory Server
Load Activity Layouts File
Export the Source Database and LDAP Structure
Exporting the Oracle Source Database Using Data Pump
Backing Up the SQL Server Source Database
Exporting Source LDAP Structure from Windchill Directory Server
Back Up Windchill Vaults
Setting Up the Target System for Upgrade
Target System SQL Database Considerations
Configure SQL Server Database to Contained Database Authentication
Database Collation
Install the Target System
Set Up File Servers
Incorporate Customizations into the Target System
Customized Properties
Copy Customized Java Annotated Files
Running the AddColumns Tool
Configuring Your Series for Upgrade
Increase the Method Server Heap Size (Optional)
Verify the Target System
Converting to a Single Server System
Grant View Definition for SQL Server Windchill Database Application User
Shut Down Remote Servers
Prepare the Source System for Upgrade
Capture Non-modeled Indexes and Custom Sequences
Stage the Source Data for the Upgrade
Import the Database
Importing a Windchill Oracle Dump Using Data Pump
Restoring the SQL Server Database
Backing Up the Target LDAP Directory Data Using the Control Panel
Exporting Target LDAP Structure from Windchill Directory Server
Importing Source LDAP Using the Command Line
Configuring Windchill Business Reporting for Upgrade
Copy Vaults Content to New Hardware
Copying Vault Content to the Target System
Retaining New and Checked Out CAD-Files Work
Using the Upgrade Manager
Parallel Execution of Upgrade Database Schema
Specifying Oracle Source Database Connection Properties
Verify that the LDAP Server is Started
Start Remote Servers
Execute the Upgrade Manager
Upgrade Manager Input Fields
Gather System Properties
Database
Advanced Database
Optional Properties
Gather Upgrade Properties
Upgrade
Web Server
Source System
Vaults and File Servers
Options
Additional Adapters
Execute Final Upgrade Steps
Specifying Oracle Database Connection Properties
Post-Upgrade Steps for Additional JNDI Adapters
Post-Upgrade Steps for Windchill Business Reporting
Update the Tablespace
File Server Synchronization
Update the File Server Configuration
Recreate Non-modeled Indexes and Custom Sequences
Execute Steps for Windchill Index Search and Windchill PartsLink
Configure SQL Server Database to Contained Database Authentication
Post Upgrade Steps for Windchill Integrations for Embedded Software
Post Upgrade Steps for Windchill Policy Access Control Rules
Modify Encryption Default Post Upgrade
Verify the Upgraded Solution
License Considerations
Run Post-Upgrade WinDU Tasks
Upgrade Reference
Windchill Upgrade Manager
Additional Upgrade Manager Commands
Upgrade Phases and Re-running Upgrade Tasks
Run Upgrade to Completion Mode
Using the Stop Button
Welcome
Confirm Installed Products
Gather System Properties
Database
Advanced Database
Optional Properties
Confirm Database to Upgrade
Verify Supported Upgrade Path
Gather Upgrade Properties
Upgrade
Web Server
Source System
Vaults and File Servers
Options
Additional Adapters
Initialize Upgrade
Configure Database and LDAP
Serialized Data Integrity Scan
Verify Pre Conditions
Upgrade Database Schema
Create Upgrade Indices
Execute Standalone Migrators
Add Database Constraints
Update Container Templates
Execute Server Migrators
Load New Data
Execute Server Migrators with New Data
Drop Upgrade Indices
Finalize Upgrade
Setting Convert Change Proposals to Proposed Solutions
Changing SQL Server Database Collation
Glossary
Basic Customization
Windchill Customization Basics
Customization Overview
Configuration Options
Properties and Preferences
Properties
Preferences
Object Initialization Rules
Workflow Templates
Soft Typing
Organization and Container Templates
Customizations
Data Model Customizations
Service Customizations
User Interface Customizations
Info*Engine
Custom Reports
Windchill Customization Points
Windchill Supported API
The Windchill Development Environment
Directory Structure
The codebase Directory
The src Directory
Environment Variables
Property Files
wt.properties file
service.properties file
tools.properties file
user.properties file
db.properties file
Properties and Property Files
Application Context Service/Resource Properties
Application Context Service Properties for Subtypes
Getting Started With Windchill Customization
Example Overview
Windchill Development Environment
Customization Setup
Creating the Class
Creating a UI
Pet Table
Pet Information Page
Creating a New Pet
Editing Pet
Deleting a Pet
Customization Notes
Customizations — Next Steps
Modeling Business Objects
Windchill Modeling Heuristics
Windchill Foundation Abstractions
Windchill Foundation Interfaces
Windchill Foundation Classes
Managing Customizations
Setting Up a Directory Structure for Managing Customized Files and Text Tailoring
Directory Structure Diagram for Customized Files and Text Tailoring
Safe Area Directory Structure
Text Tailoring Directory Structure
PTC Script for Working with Customized Files
Using the Safe Area Directory Structure When Customizing Files
Using the Safe Area Directory Structure When Installing the Windchill Service Pack
Best Practices for Customizing Files Supplied by PTC
Changing Displayed Text Found in RBINFO Files
Details on Tailoring Text
Managing codebase Property Files
Manipulating Property Files
Using XCONF Files
Managing HTML Templates in the <Windchill>/codebase/templates/ Directory
Managing the LogicalAttributes.xml File
Managing codebase/{wtcore,netmarkets,pdmlink} Files
Managing Windchill Info Engine Tasks
INI Files for Workgroup Manager
Managing Client JAR Files
Overview of Client JAR Deployment Approach
Logical JARs
Modular Client JARs
Current Foundation JAR Tree Definition
Using the Client JAR Architecture
Rebuilding Client JARs
Managing Client JAR Contents
Using the HTTP Request Log Utility
Adding New Applets
Re-using an Existing Root JAR
Using a New Logical Root JAR
Updating Client JARs At Maintenance Releases
Updating Client JARs for Customizations
Handling Localized Resources
Best Practices for Adding New Packages and Files
Modeling Recommendations
Adding a Custom Service Provider Property File
Compiling Custom Classes
Monitoring a Customized Windchill Environment
Customization with Windchill Queues
Windchill Utilities
Using the xconfmanager Utility
xconfmanager Command Syntax
Viewing xconfmanager Help
Setting Property Values and Propagating Your Changes
Setting Specific Property Values
Restoring a Property Value to Its Default Value
Setting a Property Value to the Null Value
Adding and Removing a Property Value to a Multi-valued Property
Listing Property Information
Validating XCONF Files
Validating XCONF Files Examples
Other xconfmanager Options
Formatting Property Value Guidelines
Windchill Command
About the windchill Command
windchill Arguments
windchill Actions
Windchill Shell
About the windchill shell
Customization Tutorial
Tutorial Overview
Goals
Assumptions
Outline
Create Administrator and User
Create a Library and Document
Allocate Database Columns for Local Attributes
Create a New Attribute Definition and Add it to the Document Type
As the End User, Create a Document with the new Attribute
Create a Document Subtype
Create an Instance of the New Document Subtype
Model a New Document Subclass
Create an Instance of the New Document Subclass
Verify the Customizations
Customization Tutorial Summary
User Interface Customization
User Interface Technology Overview
Windchill Client Architecture Overview
URL Strategy
Java Builders
JSP and Tags
Common Java Services
Additional Resources
Windchill Client Architecture Common Objects Overview
NmCommandBean
NmAction
NmOid
NmSimpleOid
NmContext
Javascript Functions Overview
TableUtils — package
TreeHandler
asyncResponseHandler
rowHandler
requestHandler
Other Functions in main.js
Wizard.js functions
Adding Custom Code to all Windchill Client Architecture Pages
Javascript files
CSS Files
Customizing the Theme
Maintenance Messaging
Color Customizations in the Reference Designator Differences Column
Customization Points
MVC Components
MVC Components Overview
MVC
MVC in Windchill
Request Handling
Application Context
Request Handling by Spring
MVC Components
MVC Builders
Specifying the componentid
TypeBased
Registering Builders
Abstract Builders
Creating Multiple Components
Data Sources
Modes of Data Sources
DataSources with Data Acquisition
Monitoring Data Sources
Persisting the updated MBean Configuration values
JCA Components
JCA Configurations for MVC
ComponentConfigFactory
JCA DataBuilders
ComponentDataConvertor
ComponentBuilder Resolver
Generate MVC URLs
JCA Components with DataSources
Table Size Limit
Action Handling
Sorting
Tips
Enabling Spring Logging
Accessing Localized Messages
Storing View Components
Requesting the Nm*Bean in JCA Component Builders
Thread Safety of Builders
MVC Tables
Customizing HTML Clients Using the Windchill JSP Framework
Customizing Generic Aspects of JSP Pages
Customizing the UI with Ajax
Objective
Background
Solution
Solution Elements
Refresh a row in a table
Refresh the whole table
Making an Ajax Call in Windchill
Procedure – Making an Ajax Call
Procedure - Batching Ajax Requests
Refreshing a Large Block of the Page
Sample Code
Bread Crumbs Component
Solution
Procedure — Creating a New BreadCrumbDelegate Class
Procedure — Registering the BreadCrumbDelegate
Sample Code
Additional Resources
Packaged Samples
Bread Crumbs Based on the Context Object
Bread Crumbs Based on the URL
Client Tabs
Solution
Customization Points
Customizing Tabs via Windchill UI
General Procedure
Out-of-the-Box (OOTB) Tabs
Customizing Tabs — Site Administrator
Customizing Tabs — Organization Administrator
Customizing Tabs — Standard User
Reordering Tab Content Items
Customizing Tabs by Implementing Custom TabSetDelegate
Customizing Tabs by Implementing Custom TabController
Exporting and Importing Client Tabs
Sample Code
Checkin/Checkout
Objective
Background
Scope/Applicability/Assumptions
Intended Outcome
Solution
Prerequisite knowledge
Procedure – Adding checkin/checkout actions to a business object
Sample Code
Examples of Usage in Windchill Code
Component Access Control
Objective
Background
Scope/Applicability/Assumptions
Intended Outcome
Solution
Prerequisite knowledge
Solution Elements
Procedure - Adding an Edit Access Control action to an action model
Procedure - Including an Access Control Step in a Create Wizard
Customization Points
Configuring the access permissions
Sample Code
Examples of usage in OOTB code
Edit Access Control Action in document action model
Access Control Step in Create Document Wizard
Attachments
Objective
Background
Scope/Applicability/Assumptions
Intended Outcome
Solution
Prerequisite knowledge
Solution Elements
Procedures
Adding primary content to a wizard
Adding secondary attachments to a wizard
Adding primary attachments to an info page
Adding secondary attachments to an info page
Adding Primary attachment actions to an object
Customization Points
How to hide primary content for an object
Additional notes about documents:
How to remove url & external data options
Limitations
Primary content
Secondary content
Sample Code
Examples of Usage in Windchill Code
Secondary attachments
Primary attachments
Attribute Panels
Background
Definition of Terms
Solutions
Prerequisite Knowledge
Overview
Solution Elements
Solution – Create an Advanced Attribute Panel with a Visualization Component Using the Primary Attributes Layout
Solution – Create an Advanced Attribute Panel Without a Visualization Component Using the Primary Attributes Layout
Solution – Create an Advanced Attribute Panel Using the Create, Edit, or More Attributes Screen Type Layout
Solution – Create an Advanced Attribute Panel Using Any Layout Defined in the Type and Attribute Management Utility
Procedure – Creating the Attribute Panel
Extending the TypedAttributesPanelBuilder
Extending the AbstractComponentBuilder
Solution – Create a Simple or Advanced Attribute Panel Using a Configuration Created in a Java Builder Class
Overview
Procedure – Creating the Attribute Panel
Extending AbstractAttributesComponentBuilder
Extending AbstractComponentBuilder
Solution - Create a Simple Panel Using JSP Tags
Overview
Procedure – Creating the Attribute Panel
Converting a Tag-based Attribute Panel to a MVC Attribute Panel
General Procedures
How to Annotate Your Custom Builder Class
How to Find an Attribute Name/Id
How to Access Request and Context Information in Builder Methods
How to Modify the Panel View JSP
How to Modify the Panel Context Object
How to Include an Attribute Panel in a JSP Page
Customization Points
AttributePanelConfig Properties
GroupConfig Properties
AttributeConfig Properties
Sample Code
Example of Usage in Windchill Code
Modifying a Property of an AttributeConfig in an AttributePanelConfig Created by the TypedAttrLayOutFactory
Obtaining a TypeInstance Datum Object
Additional Resources
Packaged Samples
Advanced Attribute Panel
Advanced Attribute Panel in a Wizard
Advanced Attribute Panel on an Information Page
Advanced Panel with Modified Context Object
Simple Attribute Panel using a Java Builder
Simple Attribute Panels using JSP Tags
Simple and Advanced Attribute Panels in a Wizard
Customizing Access Control For Packages
Objective
Background
Scope/Applicability/Assumptions
Intended Outcome
Solution
Prerequisite knowledge
Solution Elements
Procedure - Modifying Domain Structure
Limitations
Sample Code
Examples of Usage in Windchill Code
Additional Resources
Other Related Windchill Documentation
Customization Tools Overview
Customization Source Code Examples
Reports
Action Report
Action Model Report
Available Attributes Report
Application Context Service/Resource Properties
Logical Attributes Report
Property Report
Reload Action
MVC Builder Search
MVC Builder Scan Report — Mini
MVC Builder Scan Report — Full
Modeled Objects
API Documentation
Debugging
Using jcaDebug
What information does jcaDebug display?
Using jsDebug
Why Enable jsDebug?
How to Enable jsDebug
JavaScript Logging
Log4j
Adding Validation Logic for Actions and Properties
Objective
Applicability
Structure
Participants
Collaborations
Consequences
Implementation
Overview
Packaging/Modularization
Authoring a Validator Class
Implementing a validateSelectedAction Method
Implementing a validateSelectedMultiSelectAction Method
Implementing a validateFormSubmission Method
Implementing Pre-Validation Methods
Sample Code
Example Validator – DefaultWIPValidator.java
Known Uses
Split Pane / Two Pane
Solution
Customization Points
Limitations
Sample Code
Examples of Usage in Windchill Code
Packaged Samples
Defining Layouts in a Type Load File
Configuring the Drag and Drop Zone
Generic UI Customizations
Customizing Role-Based UI Functions - Attribute Visibility
Objective
Background
Scope/Applicability/Assumptions
Intended Outcome
Solution
Prerequisite Knowledge
Solution Elements
Procedure – Making an Action Available to Visibility Administration
Customization Points
uic Element
Making a Customized Tab Available to Visibility Administration
Assigning One uicomponent to Multiple Actions
Changing the Labels for a UI Component
Sample Code
Examples of Usage in OOTB Code
Additional Resources
Related Customization Documentation
Other Related Windchill Documentation
Customizing Role-Based UI Functions — Action Visibility
Preference Framework
Preference Macros
Setting the Hierarchy
Getting Preferences
Clearing a Preference
Preference Registry
Adding a preference to the preference registry
Creating a Preference
Deleting a Preference
Constructing URLs
Offline Package Customization
Objective
Background
Scope/Applicability/Assumptions
Intended Outcome
Solution
Prerequisite knowledge
Solution Elements
Procedure – update the CSS Styles of the Header
Customization Points
Limitations
Sample Code
System Banner Alert Message
Turning on the alert banner feature
Displaying the alert message on the top of Windchill UI pages
Removing the alert message from Windchill UI page
Turning off the alert banner feature
Adding a Status Glyph
Solution
Adding a Status Glyph to an Information Page
Adding a Status Glyph to a Table
Additional Resources
Adding Actions and Hooking Them Up in the UI
Action Framework for Windchill Client Architecture
Solution Elements
Action Customization Guidelines
Defining a New Action
objecttype Tag
action Tag
Command and Component Attributes
Adding Validation Logic for Your Actions
nonSupportedTypes and supportedTypes Attributes
Defining Non-Supported and Support Types in XConf
Defining a New Action Model
Model Attributes
Action Attributes
SubModel Attributes
Sample Code
Localizing Actions and Action Models
Reporting Tools for Actions and Action Models
Tab Models
Objective
Background
Scope/Applicability/Assumptions
Solution
Prerequisite knowledge
Solution Elements
Procedure - Adding Tabs in the Navigator at Different Levels
Adding navigator tab
Adding first level tab in navigator
Adding second level navigation links in navigator
Customization Points
Procedure - Removing a Main Tab
Procedure — Removing a Second Level Navigation Link
Procedure — Customize a Navigator
Create a Custom Navigation List Delegate
Adding Multiple Levels in the Navigation Tree
Limitations
Additional Resources
Customizing Role-based Visibility
Objective
Background
Scope/Applicability/Assumptions
Intended Outcome
Solution
Prerequisite knowledge
Solution Elements
Procedure - Making an Action Available to Visibility Administration
Customization Points
The uic Element
Making a Customized Tab Available to Visibility Administration
Assigning One uicomponent to Multiple Actions
Changing the Labels for a UI Component
Updating Access Control (Advanced Role-Based UI)
Sample Code
Examples of Usage in out-of-the-box Code
Additional Resources
Related Customization Documentation
Other Related Windchill Documentation
User Interface Stickiness
Resetting Stickiness
Defining Menus
Intended Outcome
Actions Column in a Table
Toolbar Actions for a Table
Menu Bar Actions for a Table
Actions Menu on an Information Page
Displaying Actions
Displaying Actions Column in a Table
Displaying Toolbar Actions for a Table
Displaying Menu Bar Actions for a Table
Displaying Actions Menu on an Information Page
Adding Custom Content to the Home Page
Gathering the Data for the UI
Acquiring Data via Info*Engine
Objective
Background
Intended Outcome
Solution
Prerequisite Knowledge
Solution Elements
Procedure – Implementing the Component Data Builder
Configuring task selection
Supplying form data to the task
Using Information Supplied to the Task by the Windchill Client Architecture
Customizations Points
Limitations
Sample Code
Examples of Usage in Windchill Code
Related Documentation
NmObject Utilities
Solution
Implement getOid() on your row data object
Configure a Different Target Object
Limitations
Related Information
File Download
Solution
Solution Elements
Procedure – Downloading a Windchill URL
URL Security
Customization Points
Limitations
Packaged Samples
Presenting Information in the UI
Dynamically Resolved Attributes for Customizations
Example
Constructing and Rendering a Table Using the JSP Framework
Objective
Background
Scope/Applicability/Assumptions
Intended Outcome
Solution
Prerequisite knowledge
Solution Elements
Procedure – Configuring Table Common Component
Converting an Existing Table Implementation to MVC
Customization Points
Configuring a custom view jsp for table component
Reuse of a Table Builder Class
Setting Sortable Columns
Configuring Strikethrough Feature
Configuring Search in List
Configuring Non-Selectable Rows
Configuring Data Store Only Column
Configuring Column as a Hidden Column
Adding a Toolbar
Configuring the Menubar
Configuring Table — Enabling a Row Selection
Configuring Single Select Table
Configuring non- Pre-Selection rows
Pre-Selection row depends on an existing visible column
Configuring Pre selectable rows based on a boolean attribute value available in the backing object
Pre selectable rows based on a custom data utility
Configuring Column Wrap
Additional attributes set via the setComponentProperty sub tag
Configuring a Table — Adding a Help Icon
Specifying Datautility for Columns
Configuring Table Columns as Hyperlinks
Configuring a Table — Creating a Customized View
Setting Table Size Limits
Using Tables in Wizards
Limitations
Other Resources
Sample Code
Example — Table with DataSources Enabled
Example — Table (Separate Builders)
Example — Table (Info*Engine)
Example — Table With DataSources Enabled
Example — Table(Info*Engine)
Example — Table Async
Example — Table (Info*Engine) Async
Windchill Client Architecture Tree
Objective
Background
Expand/Collapse Behavior
Scrolling Behavior
Expand/Collapse Behavior When Data Size in Tree is More Than Result Limit
Sorting Behavior
Intended Outcome
Solution
Prerequisite knowledge
Solution Elements
Implementing Tree Component using Asynchronous DataSource
Implementing Tree Component without using DataSources
Procedure — Configuring JCA Tree
Implementing ComponentConfigBuiler and ComponentDataBuilder
Separate Builder Approach
Using Asynchronous DataSource
Without using DataSource
Single Builder Approach
Defining View
Customization Points
Class Diagram
Customization points for JcaTreeConfig
Configuring Tree – Defining Node Column
Configuring Tree — Control Level of Expansion
Configuring Tree – Hide Expand/Collapse Norgie
Configuring Tree — Enable Tree Lines
Configuring Tree — Pre Selection of Rows
Spring MVC Implemented Tree
Sample Code
Attribute Customization
Windchill Attribute Customization Overview
Windchill Attribute Types
Windchill Attribute Configurations
Common Attribute Customization Procedures
Required Input
Default Values
Visibility and Modifiability
Validating Input Values, Legal Value Lists and Cascading Attributes
Limiting the Length of Values Entered for a String Attribute
Controlling the Size of Input Fields for String Attributes
Multiple Values (Global Attributes Only)
Making a String Value All Upper Case or All Lower Case
Automatically Creating Hyperlinks
Defining Custom Labels
Customizing Data Acquisition
Providing Alternate UI Behavior
Customization of Common Windchill Business Attributes
Number
Name
Location
Principal Attributes
Revision
Lifecycle State
Data Utilities
Creating a Data Utility
Creating the Data Utility Class
Map the Data Utility to the Attribute ID
How to Find an Attribute ID
Configuration Points
Limitations
Adding Custom Modeled Attributes to all Table Views
Attribute Tables
Objective
Applicability
Participants
Consequences
Solution
Overview
What is the component
Using the component
Create a JSP for your object type
Creating a JSP
Resgistering the JSP
Sample Code
Example implementation for the attributesTableComponent
Icon Delegates
Objective
Background
Scope/Applicability/Assumptions
Intended Outcome
Solution
Prerequisite knowledge
Solution Elements
Procedure – Authoring Custom IconDelegate
Authoring the custom IconDelegate
Coding Pattern
Registering the custom IconDelegate
Creating Custom Graphical Representations
Objective
Solution
Procedure – Creating a Simple Custom Graphical Representation
Creating a Fully-Custom Graphical Representation
Procedure – Supporting Graphical Attributes in a Configurable Table
Procedure – Supporting Graphical Attributes in a Non-Configurable Table
Limitations
Performance Considerations
Customization Sample Code
Graphical Attributes Example Configurable Table
Graphical Attributes Example Non-Configurable Table
Reference
Traffic Light
Progress Bar
Percent Complete
Additional Resources
UI Validation
Objective
Background
Pre-Validation
Post-Select Validation
Post-Submit Validation
Scope/Applicability/Assumptions
Intended Outcome
Solutions
Prerequisite Knowledge
Solution Elements
Pre-Validation Sequence
Post-Select Validation Sequence
Post-Submit Validation Sequence
Procedure – Pre-Validation
Distinguishing between Pre-Validation Statuses
Action Pre-Validation Statuses
Attribute Pre-Validation Statuses
Implementing Solution-Based Pre-Validation
Implementing a Solution Group
Registering a Solution Group
Implementing Role-Based Pre-Validation
Implementing Validation Filters
Choose Your Filter Type – Simple or Universal
Implementing a Simple Filter
Implementing a Universal Filter
Registering Filters
Associating and Dissociating Actions with a Filter
Associating and Dissociating Action Models with a Filter
Implementing Validators for Pre-Validation
Limited Pre-Validation vs. Full Pre-Validation
Creating a Validator
Implementing Pre-Validation Methods
Registering Validators
Procedures – Post-select Validation
Creating a Validator
Implementing Post-Select Validation Methods
How to Handle UIValidationStatus.PROMPT_FOR_CONFIRMATION
Procedures – Post-Submit Validation
Creating a Validator
Implementing Post-Submit Validation Methods
How to Handle UIValidationStatus.PROMPT_FOR_CONFIRMATION
Miscellaneous Tips, Tricks, and Things to Avoid
Working with Access Permissions
Rule of Thumb: One Validator per Action/Attribute/Component
Do Not Inflate WTReferences
Handle Null Values
Use the @Override Annotation
UIValidationCriteria.toString()
URL Authorization
Objective
Background
Scope/Applicability/Assumptions
Intended Outcome
Solution
Prerequisite Knowledge
Solution Elements
Registering Validators
Configuration Files
Structuring Validator Files
Customizing the Find Number Field
Sample Code
Inline Messaging
Solution
Customization Points
Sample Code
Additional Resources
Constructing Wizards
Windchill Client Architecture Wizard
Objective
Background
Scope/Applicability/Assumptions
Solution
Prerequisite knowledge
Solution Elements
Procedure – Configuring Wizard Component
Create actions for Wizard as well as Wizard steps
Create the Wizard page
Define a Clerk
Specify localized Strings / properties for wizard step and wizard actions
Create the wizard step page
Customization Points
<action>.xml attributes
<wizard> tag attributes
<wizardStep> tag attributes
Providing user defined buttons to Wizard
Providing user defined form processor controller
Providing server side validation before / after processing a wizard step
Loading the wizard step content when it is visited
Marking a wizard step as “required”
Hiding a wizard step
Displaying the hidden / dynamic step at runtime
Providing user defined SUBMIT function
Providing client side validations before a wizard step is displayed
Providing client side validations after a wizard step is finished
Configuring Wizard - Suppressing enter key
Configuring Wizard - Changing the Default Focus Element
Creating Data Validators for Your Steps
Limitations
Limitations for Clerks
Sample Code
Examples of Usage in Windchill Code
Packaged Samples
Packaged Samples
Wizard Example One
Wizard Example Two
Clerk Example One
Wizard Processing
Objective
Background
Scope/Applicability/Assumptions
Intended Outcome
Solution
Prerequisite knowledge
Solution Elements
Form Processing Task Flow
Wizards with Multiple Target Objects
Multiple unrelated target objects
Multiple related target objects
Procedure - Creating Your Wizard Processing Code
Wizards with a Single Target Object
Create your processor class
How to get selected object(s) in form processor using NmCommandBean
Specify the processor class for the wizard on the wizard action
Create any necessary ObjectFormProcessorDelegate classes for your wizard
Specifying the ObjectFormProcessorDelegate(s) to be used in your wizard
Wizards with Multiple Target Objects
Create your processor class
Specify the processor class for the wizard on the wizard action
Create any necessary ObjectFormProcessorDelegate classes for your wizard
Specify the ObjectFormProcessorDelegate(s) to be used in your wizard
Create a FormProcessorController, if needed
Specify the FormProcessorController to be used in your wizard, if needed
FormResult / Client-Side Post Form Processing
Setting up the FormResult
Refreshing/Updating JCA Components
Examples of Custom Action Handling
Refreshing an entire component when any action occurs inside of it
Replacement for FormResultAction.FORWARD and LOAD_OPENER_URL
Replacements for FormResultAction.JAVASCRIPT
Replacement for FormResultAction.FORWARD and LOAD_OPENER_URL
Limitations
Additional Resouces
Related Package/Class Javadoc
Building Wizards to Create a Single Object
Objective
Background
Scope/Applicability/Assumptions
Intended Outcome
Solution
Prerequisite Knowledge
Definition of Terms Used in This Section
Solution Elements
Procedure — Creating Your Wizard
Customization Points
Creating Your Form Processor and Form Processor Delegates
Limitations
Sample Code
Main JSP for the New Baseline Wizard
Main JSP for the New Product Wizard
Packaged Samples
Basic Create Wizard
Building Wizards to Edit a Single Object
Objective
Background
Scope/Applicability/Assumptions
Intended Outcome
Solution
Prerequisite knowledge
Solution Elements
Procedure — Creating an Edit Wizard
Create an Action for the Wizard
Create a Main jsp for Your Wizard
Create Custom Steps as Needed
Select Reusable Steps
Customization Points
Creating Your Form Processor and Form Processor Delegates
Sample Code
Main JSP for the Edit Product Wizard
Main JSP for the Edit Part Wizard
Additional Resources
Related Package/Class Javadoc
Packaged Samples
Basic Edit Wizard
Customizing Reusable Wizard Steps
Overview
Reusable Wizard Steps
defineItemAttributesWizStep
Solution
Solution Elements
Action
JSPs
Validator
Tags
Other Java Classes
Procedure – Configure the Step
Add the action to the wizard tag
Add the initializeItemTag
Layout the attributes
Customizations
<initializeItem> Tag Parameters
Configure the Type Picker
How to reconfigure the type picker
<configureTypePicker> Tag Parameters
How to add components to the step
How to remove components from the step
How to modify the contents of the read-only property panel in the step
How to create a step with no driver attributes
How to create a step with additional driver attributes
editAttributesWizStep
Solution
Solution Elements
Action
JSP
Validator
Other Java Classes
Procedure — Configure the Step
Add the Action to Your Wizard Tag
Add the initalizeItem Tag
Layout the Attributes
Customization
How to Modify the Conents of the Read-Only Property Panel in the Step
SetContextWizStep
Solution
Solution Elements
Action
JSP
Validator
Procedure — Configure the Step
Add the Action to Your Wizard Tag
Customizations
Creating a Custom Set Context Step JSP Page
setClassificationAttributesWizStep
Solution
Solution Elements
Action
JSP
Validator
Procedure — Configure the Step
Add the Action to Your Wizard Step
Customizations
Using the Step in an Edit Wizard
attachments_step
setAccessControlWizStep
Sample Code
Default view JSP for the Set Attributes Step
Default view JSP for the Set Attributes Step for WTPart
JSP for the Defining the Define Item Panel for WTPart
Additional Resources
Related Customization Documentation
Related Package/Class Javadoc
Packaged Samples
Create Wizard Using Keep Checked Out Checkbox
Create Wizard Using Common Steps
Handling External Requests Using an MVC Controller
Solution
Limitations
Call to the Windchill Server from an External System
Unauthorized Action Handling
Sample Code from the External System
Client Generated Form Data
Solution
Procedure – Submitted Client-generated hidden form data
Add default values for client-generated fields (Optional)
Add a <script/> block to the wizard's JSP file
Add your application’s client-side logic
Extract hidden input values in the wizard's FormProcessor
Limitations
Packaged Samples
Information Pages
Customizing Information Page Components
Solution
Customization Points
Sample Code
Example implementation for the InfoPageComponent
Files Used in this Example
Updating Legacy information Pages
Debugging
Incorporating Pickers in JSP Clients
Configuring Pickers
Solution
Procedure - Launching the picker and defining the object types to be searched
Procedure - Customizing the Picker Search Criteria
Procedure - Defining the containers to be searched
Procedure - Customizing the search result table view
Sample Code
Configuring a Context Picker
Objective
Background
Scope/Applicability/Assumptions
Intended Outcome
Solution
Prerequisite knowledge
Solution Elements
Procedure – Including a Context Picker in a jsp page
Customization Points
Configuring Context Picker without type picker
Configuring Context Picker with multi select option in results table
Configuring Context Picker with your own typeComponentId in the type picker
Configuring baseWhereClause in Context picker
Configuring pickerCallback function in Context picker
Configuring an Item Picker
Objective
Background
Scope/Applicability/Assumptions
Intended Outcome
Solution
Prerequisite knowledge
Solution Elements
Procedure – Including an Item Picker in a jsp page
Customization Points
Configuring Item Picker without type picker
Configuring Item Picker with default object type
Configuring Item Picker with multi select option in results table
Configuring Item Picker with your own typeComponentId in the type picker
Configuring baseWhereClause in Item picker
Configuring pickerCallback function in Item picker
Configuring an Organization Picker
Objective
Background
Scope/Applicability/Assumptions
Intended Outcome
Solution
Prerequisite knowledge
Solution Elements
Procedure – Including an Organization Picker in a jsp page
Customization Points
Configuring Organization Picker with multi select option in results table
Configuring baseWhereClause in Organization picker
Configuring pickerCallback function in Organization picker
Configuring a Type Picker
Solution
Customization Points
Configuring a User Picker
Objective
Background
Scope/Applicability/Assumptions
Intended Outcome
Solution
Prerequisite knowledge
Solution Elements
Procedure – Including a User Picker in a jsp page
Customization Points
Configuring User Picker with multi select option in results table
Configuring baseWhereClause in User picker
Configuring pickerCallback function in User picker
Configuring a Participant Picker in JCA
Objective
Background
Scope/Applicability/Assumptions
Intended Outcome
Solution
Prerequisite knowledge
Solution Elements
Procedure – Making Association available in Participant Picker
Procedure – Participant Picker with Search in Context
Procedure – Search for Participants in different LDAP
Procedure – Making Email invitation available in Participant Picker
Procedure – Single select Participant Picker
Procedure – Restrict to single Participant type search
Sample Code
Sample JSP that contains a Participant Picker tag
Adding Association
Adding Email subscription
Sample JSP to launch the Picker and send back the picker values to a Textbox.
Examples of Usage in Windchill Code
Configuring a Participant Picker in AngularJS
Objective
Background
Scope/Applicability/Assumptions
Intended Outcome
Solution
Prerequisite knowledge
Solution Elements
Procedure – Participant Picker with Search in Context
Procedure – Search for Participants in different LDAP
Procedure – Single Select Participant Picker
Procedure – Restrict to Single Participant Type Search
Procedure – Add a Custom LDAP Attribute
Procedure – Embed an Auto Suggest Field in an AngularJS Window
Sample Code
Sample JSP that contains a Participant Picker tag
Examples of Usage in Windchill Code
Configurable Links
Configurable Link Tables
Configurable Links Example
Installing the Configurable Links Example
Uninstalling the Configurable Links Example
Customizing Configurable Link Tables
Defining Access Control Policy Rules for Configurable Links
Configurable Revision Links
Windchill Search Customization
Customizing Indexing Behavior
Customizing Solr
Custom Solr Help Link
Language Customization
Filtering Text Field Searches
autoCommit
Enabling Alphanumeric Splits
Customizing Faceted Search
Customization for Hiding IBAs from Facets
Advanced Customization
Business Logic Customization
Encrypted Passwords
Encrypted Passwords
Background
Solution
Solution Elements
Procedure – Encrypting Static .xconf Managed Single-Valued Properties
Procedure — Decrypting a Property Value
Procedure – Encrypting Dynamic .xconf Managed Single-Valued Properties
Procedure – Encrypting Non-.xconf Managed Properties
Customization Points
Limitations
Sample Code
Examples of Usage in Windchill Code
Customizing the Login Page
Login Page Customization
Customizing Business Logic
Customizing a Bill of Materials
Customizing Existing Reports
Customizing Logic for Structure Compare
Example
Changes in Logic from Previous Releases
Context Builder Customization Example
API’s Available for Custom Filter Applications
Customizing Change Management
Association Constraints
Solution
Customization Points
Limitations
Customizing Multiple Inventory Dispositions
Solution
Customization Points
Mass Change Operations
Solution
Customization Points
Related Documentation
Mass Change Supported Types
Solution
Related Documentation
Sponsored Problem Reports and Variances
Change Management Cardinality
Change Management Delegate
ConcreteAssociationDelegate
Change Management Transitions
Solution
Prerequisite Knowledge
Create Change Management Transitions
Setup the Life Cycle to use the Change Management Transitions
Change Notice Workflow Modifications for Updated or Upgraded Systems
Executing the Case
Change Template Initialization Rules
Procedure
Limitations
Sample Code
Replicated Objects as Change Task Resulting Objects
Intended Outcome
Solution
Customization Points
Set System Property for Replicated Resulting Objects
Create Custom Life Cycle Template for Replicated Objects
Create Import Mappings for Replicated Object Life Cycles
Evaluating Business Rules On Demand
Solution
Procedure — Creating a Custom Business Rule Result Action
Limitations
Sample Code
Related Documentation
Editing Attributes on the Links of Change Relationship Tables
Overview
Constraints and Limitations
Customization Procedure
Custom Table Views (Step 1)
Create MVC Builder Table (Step 2)
Create a Data Utility (Step 3)
Add Support for Multi-Edit Actions (Step 4)
Create a Form Delegate (Step 5)
Processing Global Attributes of the Link
Overriding the Step Form Delegate
Register Form Delegate with Step (Step 6)
Change Workflow Closure
Solution
Procedure – Update Workflow to use Synchronized Closure
Deprecated Link Support
Limitations
Related Information
Flexible Change Links for Query Builder
Procedure – Creating Report Template for Displaying Flexible Change Associations
Business Rules
Customizing Business Rules
Creating Business Rules
Business Rules Configuration and Execution
Executing the Business Rule Set Execution Plan
Returning Results
Limitations
Sample Code
Customization Example of Multiple Rules, Rule Sets, and Relationships
Troubleshooting Configuration Issues
Bypassing Business Rules
Solution
Example
Create a Non Required Business Rule Set for the Attribute Checks
Create an Attribute rule for Material
Create a Link for the Attribute Rule and Non Required Rule Set
Create a Required Business Rule Set for Release Target Rule
Reload Site Release Target Rule
Create Link for the Target Rule and Required Rule Set
Execute All Required and Non-Required Business Rule Sets
Execute Required Business Rule Sets
Loading Business Rule Objects
Process
DTD Definition
Business Rule Objects
Creating an IXB Load XML File
Loading the Business Rule Objects
Update Existing Business Rules
Deleting Business Rule Objects
Business Rule Types
Check Out Rule
Examples
Attribute Rule
Examples
Release Target Rule
Examples
BOM Release Rule
Examples
Customizing Workflow Administration
Customizing Change Management Workflow Process Templates
Introduction
Change Issue Process
Sync on Change Request Submit
Sync on Multiple Object State Change
Installation and Upgrade
New Installations
Existing Installations
Custom Workflow Process Templates
Code Impacted
Customizing Promotion Request Workflow Processes
Promotion Request Approval Process
Promotion Request Review Process
Key Customization Points
Lock/Unlock Promotion Targets
Review Promotion Request Activity
Owner Role in Promotion Request Team Template
Enhanced Promotion Process
Solution
Procedure — Adding Automatic Refresh
Procedure — Adding Automatic Revisioning
Procedure – Validation of Promotion Targets in Rework
Customizing Workflow Events on an Object
Creating a customized event on an object
Emitting a customized event
Customizing Workflow Task Pages
Configuring Workflow Task Detail Pages
Process Overview
Identify PBO
Identify Workflow Task Type
Identify Tables to Render and Configure
Identify PBO Actions
PBO Attribute Rendering
Multiple Tabs Support
Load File Format
Workflow Template Configuration
Implementing Customized Task Page JSP
Rendering Custom Workflow Activity Variables
Rendering PBO UI Components
Auto Create Change Notice Customization
Use of Customized Tag Library and/or 3rd Party Tag Library
Overriding an out-of-the-box Task JSP
Refine and Review Workflow Transitions
Adding the Transitions
Understanding the Transitions
Changing the Life Cycle of Part to Handle Refine and Review Transitions
Executing the Use Case
Adding Custom Workflow Attribute to Workflow Processes
Adding the Custom Workflow Attribute to the Workflow Process
Workflow Email Notifications
Customizable Templates
How to Customize Notification Templates
Multiple Participant Selection Wizard Customization
Solution
Customization Points
Limitations
Customizing Change Activity Workflow Assignments
Solution
Customization Points
Java Helper Methods
Customizing Change Tables Designed for Workflow
Solution
Define a new table component
Define a Workflow Action for the New Component
Adding New Resource Bundle Entries
Add new action to Workflow Task Components List
Build and Test
Locking Annotations In Change Workflows
Define a Workflow Robot to Lock Annotations
Define a Workflow Robot to Unlock Annotations
Customizing Life Cycle Administration
Customizing the Display of Life Cycle Information
Defining Custom Life Cycle Transitions
Setting Up a Customized State-Based Versioning Scheme
Adding The Series To StateBasedVersioning.xml And Loading The File
Making The Newly Added Version Schemes Available In The Lifecycle Administrator
Creating A Lifecycle Template Which Uses The New Version Series
Setting Up The Object Initialization Rules
Automatic Part Numbering - Upgrade Considerations
How The Revision Scheme Can Be Used
Customizations in Type and Attribute Management
Using a BusinessAlgorithm in a Calculated Attribute
Solution
Procedure – Using a BusinessAlgorithm in a Calculated Attribute
Performance Considerations
Sample Code
Related Information
Options and Variants
Customizing Options and Variants
Architecture Overview
Windchill Option Set Delegate Framework Customizations
Restrict Windchill Object to Assign Option Set
Extend Option Set Delegate
Option Set Assignment Delegate framework
Customizing Security Labels
Customizing Security Labels
Setting Up Custom Security Labels
Enabling Custom Security Labels
Create a Custom Java Evaluator Class
Handling an AccessControlSurrogate
Create a Custom Java Translator Class
Edit the Security Labels Configuration File for Custom Security Labels
Specifying Authorized Participants for Custom Security Labels
Using a UFID to Specify the Authorized Participants
Using a Custom Evaluator to Specify the Authorized Participants
Using a Custom Evaluator and UFID to Specify the Authorized Participants
Additional Considerations for Custom Security Labels
Customizing Windchill Visualization Services
Custom Publishing
Objective
Background
Scope/Applicability/Assumptions
Intended Outcome
Solution
Prerequisite knowledge
Solution Elements
Procedure – Invoking Publishing from Custom Code/Workflow
Simple Publish
Advanced Publish
Procedure – Getting Representables and Representations
findRepresentable
getRepresentation
Procedure – Creating Custom Schedule Jobs
Custom Schedule Job Fundamentals
An Advanced Technique for Custom Schedule Jobs
Procedure – Customizing Check-in Based Publishing
Filter Publishing for EPMDocument Check-in
Filter Publishing for WTDocument Check-in or Upload
An Advanced Technique for Custom Check-in Based Publishing
Procedure – Customizing General Publishing
Filtering All Publishing
Limitations
Customization Boundaries
Custom Schedule Job Performance
Custom Check-in Filtering Performance
Additional Resources
Related Package/Class Javadoc
Other Related Windchill Documentation
Customizing Publishing Queues
Interference Detection
Solution
Customization Points
Limitations
Sample Code
Additional Resouces
Modifying the Default Behavior of Dynamic Part Generation
Report Generation
Report Generation Overview
Basic Report Example
Import and Export of Report Templates
Java Methods
Customization Details
Customizing Macros
Customizing Query Builder Types
Customizing the Report Output Format
CSS Customization
XSLT Customization
Stylesheets Provided
XML Resource Bundles
New Formats
XML Result Format
Using XSLT Stylesheets as Report Formats
Customizing the Report Generation Client
Report Generation Form
Report Generation Output
Creating a New Client
Customizing the Report Generation URL
Cognos Presentation Customization
Objective
Background
Scope/Applicability/Assumptions
Intended Outcome
Solution
Prerequisite knowledge
Solution Elements
Procedures
Creating a Report
Creating a Report in a non-Site context
Deleting a Report
Limitations
Sample Code
Examples of Usage in Windchill Code
Related Package/Class Javadoc
Related Websites
Reporting Info*Engine Task Data Source Customization
Objective
Background
Scope/Applicability/Assumptions
Intended Outcome
Solution
Prerequisite knowledge
Solution Elements
Procedure – Creating an Info*Engine Task Data Source
Customization Points
Procedure – Creating an Info*Engine Task Data Source under another Type
Procedure – Deleting an Info*Engine Task Data Source
Limitations
Sample Code
Examples of Usage in Windchill Code
Packaged Samples
Additional Resources
Related Best Practices
Related Package/Class Javadoc
Related Customization Documentation
Other Related Windchill Documentation
Related Websites
Report Loading
Objective
Background
Scope/Applicability/Assumptions
Intended Outcome
Solution
Prerequisite knowledge
Solution Elements
Procedure – Loading an Info*Engine Task Data Source
Procedure – Loading a ReportTemplate Data Source
Procedure – Loading a Windchill Report Object
Procedure – Loading a Cognos Report
Customization Points
Procedure – Loading Multiple Task Data Sources
Procedure – Loading Multiple ReportTemplate Data Sources
Procedure – Loading Multiple Windchill Report Objects
Procedure – Specifying Windchill Report Object Attributes
Procedure – Loading Multiple Cognos Reports
Procedure – Specifying Cognos Report Attributes
Limitations
Sample Code
Examples of Usage in Windchill Code
Packaged Samples
Additional Resources
Related Package/Class Javadoc
Other Related Windchill Documentation
Related Websites
ReportTemplate Data Source Customization
Objective
Background
Scope/Applicability/Assumptions
Intended Outcome
Solution
Prerequisite knowledge
Solution Elements
Procedure – Creating a ReportTemplate Data Source
Customization Points
Procedure - Creating a ReportTemplate Data Source in a non-Site context
Procedure – Deleting a ReportTemplate Data Source
Limitations
Sample Code
Examples of Usage in Windchill Code
Packaged Samples
Related Customization Topics
Related Package/Class Javadoc
Other Related Windchill Documentation
Related Websites
Reporting Input Page Customization
Objective
Background
Scope/Applicability/Assumptions
Intended Outcome
Solution
Prerequisite knowledge
Solution Elements
Procedure – Specifying a Windchill JSP Input Page
Procedure – Specify a Cognos Input Page
Customization Points
Procedure – Specifying Optional Parameters
Procedure – Populating Cognos Components Using Data Sources
Procedure – Specifying Extra Parameters
Procedure – Specifying Parameters To Omit
Limitations
Sample Code
Examples of Usage in Windchill Code
Related Websites
Report Localization Customization
Objective
Background
Scope/Applicability/Assumptions
Intended Outcome
Solution
Prerequisite knowledge
Solution Elements
Procedure - Localizing an Info*Engine Task Data Source
Procedure - Localizing a ReportTemplate Data Source
Procedure - Localizing a Windchill Report Object's Name
Procedure - Localizing a Cognos Report
Customization Points
Procedure - Localizing Cognos Report Static Text
Limitations
Sample Code
Examples of Usage in Windchill Code
Related Packages/Class Javadoc
Related Customization Documentation
Other Related Windchill Documentation
Related Websites
Report Selection List Customization
PSB Ribbon Customization
Right Click Menu Customization
Packages Customization
Package Type-Based Properties
Type-Based Properties XML File
Reading and Loading Type-Based Properties XML File
Property Sets
Type-Based Property Descriptions
Considerations for Replication Package Types
Identifying Users in Context Replication and Activating Replicated Users
Solution
Scenario One — How matching users in the target system are identified during Context Replication Package Import
Scenario Two : How replicated users are identified when it comes time to activate/convert to an active user
Customization Points
Limitations
Sample Code
Select Files – Copy Forward Exclusion Decisions
Windchill Replication Package Command Line Sample Scripts
DTI Customization Framework
Add Custom Attributes to Microsoft Office
Customize the Windchill tab in Microsoft Office
Customize the Ribbon
Add Custom Commands
Create Custom Commands Using Macros
Server Side Customization
Implementation Example
Client-Side Customization
Server-Side Customization
Customize Windchill Actions in Windows Explorer
Customize the DTI Document Search Window
Using DTI with Form-Based Authentication
Windchill ProjectLink Customization
Writing Custom Windchill ProjectLink Algorithms
Registered Event Listeners for Deadline and Status Calculation
Supported APIs for Activity Calculation
Custom Handler Guidelines for Status and Deadline Calculation
Customizing Health Status Icon Display
Writing Custom Plan Attributes Algorithms for Members of the Variant Baseline
Registered Event Listeners for Deadline and Health Status Calculation for Variant Baseline Member Link
Supported APIs for Deadline and Health Status Calculation
Creating Custom Algorithms for Deadline and Health Status
Configuring Automatic Deadline Calculation
Set the Deadline Mode
Construct a Deadline Algorithm for Individual Activities
Construct a Deadline Algorithm for Summary Activities
Configuring Automatic Status Calculation
Set the Status Mode
Construct a Status Algorithm for Individual Activities
Construct a Status Algorithm for Summary Activities
Customizing Action Item Attributes
Default Visibility of Action Item Attributes
Customizations for PDM
Customizing the HTML Client Object Selection Page
Modifying the Search Attribute List Delegate
Modifying Type Lists
Customizing the HTML Search
Customizing Auto Associate
Using and Modifying the AutoAssociatePartFinderCreator Interface
Modifying the Implementation to Search for Customized Parts or Custom Parts
Controlling the Associations Formed by Auto Associate
Controlling the Creation of Parts by Auto Associate
Controlling the Default Location of Parts Created by Auto Associate
Auto Associate Example
Enabling Support for Custom Parts
Modifying the Properties Page
Modifying the HTML Client Object Selection Page
Replacing WTPart
Supporting WTPart and Custom Part
Customizing the Parameters in the Download Service
Reservation Service
Reservation Service APIs
Using the Reservation Service
Using the Reservation Client Tools
Using the Update Count Client Tools
Adding the Undo Reservation Action to a Menu
Sample Code: Reservation Service
Data Exchange using Standards in Windchill
Product Lifecycle Management Services, Version 2.0
PLM Message Format
PLM Mapping Information
Windchill Objects Supported for PLM Services 2.0
Windchill Data Model Supported for PLM Services 2.0
mapping.xml file
Details of the Mapping between Windchill and PLM Services
Windchill Elements and Attributes Mapping for Supported Windchill Objects
WTPart
EPMDocument
EPMMemberLink
BusinessFields / BusinessField
STEP Data Exchange using EXPRESS
STEP Foundation
Introduction to EXPRESS
DTD — EXPRESS Schema Conversion
EXPRESS-X Mapping
STEP Import and Export Process
AP214 Object Mapping
Business Field Mapping
EDM Installation and Configuration
Multiformat Properties
Configuring STEP Based Data Exchange
EDM Database Tuning
EXPRESS Customizations
Updating Existing Converters
Add a New Converter
Writing an Export Converter
Writing an Import Converter
Configuring the EDM Database
Adding a New Project / Adding a New Protocol
Advanced Customization — Implementing Post and Pre Converters
EXPRESS Tools
EXPRESS Schema Generator
EXPRESS Database Tools
Create EDM Database
Load Schema
Load EXPRESS Schema
Load Conversion (EXPRESS-X) Schema
Load Query Schema
Delete Schema
Load Model
Mapping Information
DTD to EXPRESS Mapping
IBA Mapping
WTDocument Mapping
EPMDocument Mapping
WTPart Mapping
Representation Mapping
WTPartUsageLink
EPMReferenceLink
EPMMemberLink
Log Levels
Configuring Metadata Mapping
Tools Required
Identify Metadata to be Mapped
Establish a Source system to define the mapping rules
Enabling Collaboration Source ID
Configuring the Mapping Definitions
Populate Preference Definition
Populating Multi-Value Preference Instances
Configuration and Preference Instances – Examples
Deleting Preference Definitions
Enabling the use of Metadata Mapping
Default Value Provisioning for the Metadata
Logging
Customizing Mapping Behavior
AP214 AIM Mapping
Sample Mapping Name Patterns
Alias Mapping
Value Reference Mapping
Element Mapping
Windchill Elements and Attribute Mapping for Supported Windchill Objects
AP242 XPX Mapping Guide
Mapping Table for AP242 to Windchill EXPRESS Entities
Model Attributes Mapping
String Mapping
Business Fields String Mapping
Business Fields Numerical Mapping
Organization Mapping Table
Identifier Mapping Table
EPMDocument
WTDocument
WTPart
WTPartUsageLink and Occurrence
EPMMemberLink
WTPartDescribeLink
WTPartReferenceLink
WTPartReferenceLink
WTPartReferenceLink
Business Fields
Mapping Table for Import of AP242 (non-Windchill data) to Windchill EXPRESS Entities
Model Attributes Mapping
LocalId and Ufid Generation for Associations
WTPartUsageLink and Occurrence
EPMMemberLink
WTPartDescribeLink
WTPartReferenceLink
WTDocument
WTPart
EPMDocument
Content Item
Implementing Templates
Template Support
Function Categories
Initialization
Get Functions
Create Functions
Copy Functions
Delete Functions
PLCS Data Exchange
PLCS Terminology
PLCS / AP239 Mapping Implementation
Reference Data
AP239 / PLCS Configuration
Handling Reference Data
Adding Attributes in PLCS
Reference Data Library Entities
Windchill to PLCS Template Mapping
Additional PLCS Resources
Windchill Workgroup Manager Customization
Custom Windchill Workgroup Manager Requests
Creating the Windchill Server-side Customization
Registering a Custom Service
Pre Operation Customization Hooks for PDM Actions
Registering a Custom Event Listener
CAD Document Structure Publishing to Other Systems
CAD Document Structure Publishing to Other Systems
Process Overview for Publishing CAD Document Structures to Other Systems
Configuring Publishing CAD Document Structures to Other Systems
Working with Process Templates
Viewing a Process in a Distribution Target
Viewing a Job List in a Distribution Target
Viewing a Schedule List in a Distribution Target
ThingWorx
Adding a ThingWorx Mashup to Windchill
Prerequisites
Configuring the com.ptc.thingworxURL wt.property
Find the Action Model to Update
Creating a new ThingWorx Action in the Model
Testing New ThingWorx Actions
Troubleshooting
ThingWorx ClickJack Support
Header Descriptions
ThingWorx Support
Deploying Arbortext Customizations
Anonymous Arbortext Access
Anonymous Access URL Format
Objects Available for Anonymous Access
Configuring the Folder Path for Anonymous Access
Listing Objects Available for Anonymous Access
Customizing Configuration Specifications
Customizing Logic to Determine the Default Configuration Specifications
Identified Business Classes
Services and Infrastructure Customization
System Generation
Modeling Business Objects
Modeling Tables
Modeling Columns
Specialized Persistence Constructs
Services
Localized Text
Documenting the Model
Developing with Eclipse
Deploying Modeled Customizations
Creating New Tablespaces
Enumerated Types
The EnumeratedType Class
Creating an EnumeratedType Subclass
Editing the Resource Info for an Enumerated Type
Enumerated Type Resource Info Header
Resource Entry Format
Resource Entry Contents
Building Runtime Resources
Localizing an Enumerated Type
Extending an Enumerated Type
The Enumerated Type Customization Utility
Starting the Utility
GUI Usage of an Enumerated Type
External Enumerated Value Lists
Solution
Procedure – Implementing an EnumerationInfoProvider
Procedure – Configuring an External Enumerated Value List Constraint in the Type Manager and Attribute Management Utility
Customization Points
Customizing LDAP Attributes
Customizing LDAP Mapped Attributes in a User Information Page
Customizing LDAP Mapped Attributes in a Group Information Page
System Configuration Collector Plugin
Creating a System Configuration Collector Plugin
Solution
Procedures – Creating a Custom Plugin
Designing the Plugin
Implementing the Plugin
Compiling the Plugin
Deploying the Plugin
Customization Points
Limitations
Sample Code
Examples of Usage in Windchill Code
Additional Resources
Customizing Modeled Elements
Customizing Column Lengths
Windchill Design Patterns
The Object Reference Design Pattern
The Business Service Design Pattern
The Master-iteration Design Pattern
Internationalization and Localization
Background
The Windchill Approach
Localizing Text Visible to the User
Resource Info (.rbInfo) Files
wt.L10N.complete
Resource Info Categories
General Resource Info File Usage Rules
Resource Entry Format
Resource Info File Descriptions by Category
Message Text
Message Text Resource Info Header
Message Text Resource Entry Examples
Modeled Metadata (Display Names)
EnumeratedType Options Definition
Building Runtime Resource Bundles for Resource Info Files
The Enterprise Layer
Enterprise Abstractions
Simple Business Class
Folder Resident Business Class
Managed Business Class
Revision Controlled Business Class
Iterated Folder Resident Business Class
Cabinet Managed Business Class
Document Abstractions
Attributes Specific to Windchill Foundation & PDM
Part Abstractions
Design Overview
Change Abstractions
Change Item Classes
Associations with Product Information
Change Item Modeling Approach
Change Items Classes
Change issue
Change Request
Change Investigation
Change Proposal
Analysis Activity
Change Order
Change Activity
Change Item Attribute Descriptions
Persistence Management
Persistence Datastore Sequence Customization
Objective
Background
Scope/Applicability/Assumptions
Intended Outcome
Solution
Solution Elements
Procedure - Creating a Modeled Datastore Sequence
Customization Points
Procedure — Creating a Non-modeled Datastore Sequence in Oracle
Procedure – Creating a Non-modeled Datastore Sequence in SQLServer
Procedure - Obtaining the Next Value in a Modeled Sequence
Procedure - Obtaining the Next Value in a Non-Modeled Sequence
Limitations
Sample Code
Examples of Usage in Windchill Code
Packaged Samples
Non-modeled Sample Scripts
Related Package/Class Javadoc
Advanced Query Capabilities
QuerySpec
Descendant Query Attribute
Single Column Expression in SELECT Clause
Table Expression in FROM Clause
Expression in WHERE Clause
Bind Parameters
Query Limit
SearchCondition
Compound Query
Access Control Consideration
Sorting
Join Support
Import Export Framework
How to Write an IX Application
Exporter Class
Using the Exporter to Export Objects
How Import Works
Importer class
Use Importer to import object from XML files
How to Write Exp/Imp Handlers
Writing Export Handlers for the Export Process
XML files that contain handlers information
DTD Files
How to Write a Class Export Handler
How to Write an Attribute Export Handler
How to Write Handlers for the Import Process
XML files that contain handlers information
How to Write a Class (Element) Import Handler
Handler for Non-Versioned Object
Handler for Link Object
Handler for Versioned Object
How to Write an Attribute Import Handler
Multi Threading Considerations
Navigating Through an Object’s Structure with ObjectSet Application
Object Collection
Navigating Rules
Tags
Object Navigation
Adding New Navigators
List of Existing Generators and Filters
Examples
Part With all Children
All Objects in the Cabinet and Folder (Including Subfolders)
Generators list
Filters list
Examples about Exp/Imp Application:
Export Application
Import Application
Simple Export Handler Code Sample
Simple Import Handler Code Sample
Product Design eXchange (PDX) Support for Export
Customization Points
Supported APIs
createExportPackageForPDX
doExportToPDX
Sample Code
Preparing Data to Export
Export to PDX Format
Adding Export Functionality in the Project Plan Table
Evolvable Classes
Background Information
General Externalization Guidelines
Hand-coded Externalization Guidelines
Migration Guidelines for Classes with Hand-coded Externalization
Examples of Generated Externalization Code for Evolvable Classes
Example of Version/UID Mapping Table
Example of Generated Constants
Example of a writeExternal Method
Example of a readVersion Method
Example of a readVersion<EXTERNALIZATION_VERSION_UID> Method
Example of a readOldVersion Method
Creating Large Objects (LOBs)
Modeling Large Objects
DDL Generation
Reading and Writing LOBs
Small BLOBs
Inline BLOBs
Example
Customizing Data Formats
Adding and Updating Data Formats for Content Holders
Adding Data Formats
Updating Data Formats
Listing Available Data Formats
Renaming a Data Format
Deleting a Data Format
Info*Engine User’s Guide
Info*Engine Architecture
Identifying the Info*Engine Components
Identifying Basic Configurations
Interacting with Info*Engine
JavaServer Pages
External Custom Java Applications
Simple Object Access Protocol (SOAP) Web Service
Java Message Service (JMS)
External Applications Processing XML over HTTP (or HTTPS)
Managing the Execution of Info*Engine Tasks
Requesting Task Execution through a TCP/IP Connection
Implementing Events That Execute Tasks
Queuing Tasks for Execution
Starting and Locating Info*Engine Components
Setting Up Connections Through Adapters
Using In-Process Adapters and Gateways
Using Out-of-Process Adapters and Gateways
Info*Engine Data Management
About Info*Engine Data Management
JSP Pages and Tasks
Webjects
Groups of Objects and the Virtual Database
Example VDB
Basic Group Creation and Display
Managing and Manipulating Groups with Info*Engine
Manipulating Several Groups and Displaying the Resulting Group
Manipulating and Displaying Multiple Groups in the VDB
Sending and Retrieving Data Groups from Adapters
Context Groups
Dynamic Parameter Value Substitution
General Value Substitution Syntax
Substitution Expressions for User-Specified Values
Substitution Expressions for VDB Data Group-Specified Values
Returning Multiple Values in Substitution Expressions
Selecting an Element by an Attribute-Value Pair in Substitution Expressions
Uploading and Downloading BLOBs
Using Form Variables When Uploading BLOBs
Controlling Which Webjects Get Uploaded BLOBs
Using Form Variables for Downloading BLOBs
Example Federated Search for Parts
Info*Engine JSP Pages
Authoring Info*Engine JavaServer Pages
Storing Info*Engine JSP Pages
Accessing Info*Engine JSP Pages
Creating Info*Engine JSP Pages
Executing Tasks from JSP Pages
Specifying URIs and URLs
File Entries
LDAP Search Base Entries
Example File Locations
Info*Engine Custom Tags and JSP Pages
Adapter Webjects and JSP Pages
Task Webjects and JSP Pages
Display Webjects and JSP Pages
Multiple Webject Execution
Success and Failure Processing for Webjects
Catching Exceptions
Using an Error Page
Using try/catch Blocks
Using unit Tags
Info*Engine Tasks
About Info*Engine Tasks and Task Rules
Specific Task Rules
General Task Rules
Authoring Info*Engine Tasks
Parts of a Task
Task Creation
Task Execution
Specifying a Task in a task Tag
Entering a Web Browser URL
Submitting Tasks and Emitting Events
Using the Info*Engine Task Editor
Starting and Stopping the Task Editor
Navigating the Task Editor
Panels
Menus
Toolbar Icons
Opening an Existing Info*Engine Task or JSP
Creating an Info*Engine Task or JSP
New Task
New JSP
Entering and Editing Info*Engine and JSP Tags
Webjects and the Webject Editor
Tag and Webject Editors
Tag Insight
Understanding XML Output for Info*Engine Groups
Document Declaration
Info*Engine Groups
Info*Engine Objects
Metadata in XML Output
Nesting Tasks
task Tag Rules for Nesting Tasks
Simple Nested Task Example
Info*Engine Packages
About Info*Engine Packages
Providing LDAP Directory Information
Property Definitions
Property Definitions in a Properties File
Property Definitions in a Task
Using the Info*Engine Package Manager
Starting the Info*Engine Package Manager
Navigating the Info*Engine Package Manager
Creating Info*Engine Packages
Installing Info*Engine Packages
Uninstalling Info*Engine Packages
Credentials Mapping
Authentication through Credentials Mapping
Credentials Mapping for Adapters
Creating a Credentials Mapping Task
Creating Credential Mapping Files
Managing the Credentials Task
Credentials Mapping for MOMs
Custom Tag Libraries
About the Custom Tag Library
Task-Based Tag Library Implementation
Java-Based Tag Library Implementation
Expression Language Support
Custom Webjects
Required Attributes for Custom Webjects
Creating an External Custom Webject
External Custom Webject Examples
Web Services Framework
About Web Service Implementation
Using Info*Engine Web Services Tooling
Understanding the Security Requirements
Security Policies
The security.properties File
Truststores and Keystores
Writing an Info*Engine-based Web Service
Create a Project
Write the Info*Engine Tasks for Your Web Service
Deploy Your Web Service
Undeploy Your Web Service
Info*Engine Web Service Parameters and Task Documentation
Writing a Java-based Web Service Client
Client Callback Handlers
Portable Web Service Clients
Using Security Policies
Dynamically Specifying a Web Service URL
Web Server Authenticated Services and Clients
Writing a Java-based Web Service
Using the Web Service Deployment Build Script
Using SOAP Attachments
Consuming External Services from Windchill
Web Service Examples
Username Authentication with Symmetric Keys Example
SOAP Services
Legacy Services
SOAP RPC Servlet
SOAP Requests
Info*Engine Task Invocation with SOAP
Supported Data Types
SOAP Comments
BLOB Attachments on SOAP Requests
Info*Engine Java EE Connector
JCA Contracts and the Common Client Interface
Connection Contract
Transaction Contract
Security Contract
Common Client Interface (CCI)
Example Standalone Java SOAP Client
Before You Begin Writing the Standalone Java SOAP Client
Implementing Tasks and Java Classes
Registering Delegates
Generating DAOs
Creating a Connection Handle
Managing Connection Factories in the LDAP Directory
Putting It All Together
Server Access Kit
About the Server Access Kit
Connecting to Info*Engine
Executing Tasks
Catching Errors
Inspecting Task Results
Resulting Data
Resulting Metadata
Common Methods
SAK Example Method
Example SAK Application
Compile the Application
Run the Application
Application Source
Info*Engine Custom Tag Reference
Scriptlets
Expressions
Declarations
Directives
page Directive
taglib Directive
Info*Engine Tags
Attribute and Value Rules for Info*Engine JSP Pages and Tasks
Core Library Tags
displayResource
failure
forEach
getService
getValue
init
parallel
param
resetService
success
task
unit
webject
Directory Library Tags
createObjects
deleteObject
listObjects
queryObjects
updateObjects
Supplied Library Tags (JSTL)
choose
forEach
if
otherwise
return
set
when
Supplied Library Tags (Logging)
setLogger
info, debug, warn, error, trace
Supplied Library Tags (XSL)
param
transform
Display Webject Reference
Display Webjects for HTML
Apply-XSL
Display-Object
Display-Resource
Display-Selection
Display-Table
Display-Value
Display-XML
Echo-Request
Image Webjects for JPEG
Bar-Graph
Line-Graph
Pie-Chart
Task Webject Reference
Administrative Webjects
Get-Statistics
Reload-Properties
Group Webjects
Change-Group
Concat-Groups
Copy-Group
Create-Group
Diff-Groups
Extract-Group
Format-Group
Intersect-Groups
Join-Groups
Merge-Groups
Return-Groups
Set-Identity
Set-Metadata
Sort-Group
Subset-Group
Summarize-Groups
Translate-Group
Union-Groups
XOR-Groups
Management Webjects
Dispatch-Tasks
Generate-WSDL
Get-Properties
Get-Resource
List-Repositories
Lookup-Services
Map-Credentials
Query-Schema
Query-TypeHierarchy
Throw-Exception
Write-Log
Message Webjects
Browse-Queue
Call-RemoteProcedure
Call-SOAPService
Create-Object
Delete-Object
Delete-Results
Query-Object
Query-Results
Queue-Task
Send-Mail
Subscribe-Queue
Unsubscribe-Queue
Web Event Service Webjects
Emit-Event
Subscribe-Event
Unsubscribe-Event
Info*Engine Implementation
About the Configuration Process
Info*Engine LDAP Directories
Info*Engine Property Administration
Info*Engine Component Reconfiguration
Component Names
Configuration Properties
About the ie.properties File
Configuring Adapters and Gateways
Configuring In-Process Adapters and Gateways
Configuring Out-of-Process Adapters and Gateways
Creating Adapter and Gateway Entries
Defining INSTANCE Names for Adapters
Configuring Info*Engine Capabilities
Mapping Credentials in Info*Engine Tasks and JSPs
Enabling Task Invocations through URIs
Configuring Send-Mail Properties
Implementing Messaging and the Web Event Service
Implementing Task Queuing
Configuring Request Validation
Task Processor Validation for Remote Task Processors
Adapter Validation for Out-of-Process Adapters
Implementing Secure Socket Factories
Creating and Configuring Secure Socket Factories
Simple Secure Socket Factories
Registering Secure Socket Factories
Setting Secure Socket Factory Properties
Configuring for Load Balancing and Failures
About Load Balancing
System-Wide Load Balancing and Failure Processing
Using One LDAP Entry for Multiple Components
Editing LDAP Entries to Add a Common Service Name
Using Unique Branches and the Same Service Name
Service Failure Processing in Specific Tasks and Webjects
Service Failures in Tasks
Service Failures in Adapter Webjects
Windchill Adapter
Info*Engine Architecture
Identifying the Info*Engine Components
Identifying Basic Components
Setting Up Connections Through the Windchill Adapter
Interacting with Info*Engine
Using a Custom Java Application to Access Windchill
Windchill Adapter Webjects and Info*Engine
Managing the Execution of Info*Engine Tasks
Using the Windchill Adapter to Execute Tasks
Interacting with the Naming Service
Installing the Windchill Adapter
Windchill Adapter Installation
Installed Credentials Mapping Information
Installed Windchill Adapter LDAP Entry
Installed wt.properties File Settings
Configuring the Windchill Adapter
Setting the Windchill Adapter LDAP Properties
Windchill Adapter Properties
Configuring Windchill Adapter Logging
Using Windchill Adapter Webjects
Specifying the TYPE and WHERE Parameters
Valid Syntax for TYPE Parameters
Valid Syntax for WHERE Parameters
Specifying Case with the WHERE Parameter
WHERE and TYPE Examples
Specifying Contexts
Naming the Adapter in INSTANCE Parameters
Manually Configuring the Adapter Name
Programmatically Discovering the Adapter Name
Windchill Adapter Examples
Setting Up the Example
Understanding the Example Content
Using the Example
Windchill Adapter Webject Library
Adapter Webjects Overview
Action Webject Summary Descriptions
Query Webject Summary Descriptions
Common Webject Parameters
Action Webjects
Add-ContentItems
Syntax
Parameters
Apply-Service
Syntax
Parameters
Change-Identity
Syntax
Parameters
CheckIn-Objects
Syntax
Parameters
CheckOut-Objects
Syntax
Parameters
Commit-Transaction
Syntax
Parameters
Create-Links
Syntax
Parameters
Create-Objects
Syntax
Parameters
Create-TypeInstance
Syntax
Parameters
Delete-ContentItems
Syntax
Parameters
Delete-Objects
Syntax
Parameters
Emit-Event
Syntax
Parameters
End-Session
Syntax
Parameters
Move-Objects
Syntax
Parameters
Purge-Cache
Syntax
Parameters
Revise-Objects
Syntax
Parameters
Rollback-Transaction
Syntax
Parameters
Start-Session
Syntax
Parameters
Start-Transaction
Syntax
Parameters
Start-Workflow
Syntax
Parameters
Subscribe-Objects
Syntax
Parameters
Undo-Checkout
Syntax
Parameters
Unsubscribe-Objects
Syntax
Parameters
Update-Objects
Syntax
Parameters
Query Webjects
All-Versions
Syntax
Parameters
Describe-Attributes
Syntax
Parameters
Expand-References
Syntax
Parameters
Generate-Report
Syntax
Parameters
Get-ContentItems
Syntax
Parameters
Get-IconURL
Syntax
Parameters
Get-LifeCycles
Syntax
Parameters
Get-Properties
Syntax
Parameters
Indexed-Search
Syntax
Parameters
Iteration-History
Syntax
Parameters
LifeCycle-History
Syntax
Parameters
List-ContentItems
Syntax
Parameters
List-FolderContents
Syntax
Parameters
Query-Links
Syntax
Parameters
Query-Master
Syntax
Parameters
Query-Objects
Syntax
Parameters
Query-Tree
Syntax
Parameters
Query-Type-Tree
Syntax
Parameters
Search-Objects
Syntax
Parameters
Validate-User
Syntax
Parameters
Version-History
Syntax
Parameters
Custom Windchill Adapter Webjects
Implementing Custom Windchill Adapter Webjects
Setting Up a New Custom Webject Delegate
Locating the Custom Webject Class
Writing a New Webject Delegate
Hello-World Example
Type-Based Webject Delegate Example
About the wt.adapter.delegates.properties File
Defining Webject Delegates
Defining Delegates for Attribute Translation
Defining Default Attribute Sets
Defining Attribute Sets to Exclude
Info*Engine Java Adapter Development
About the JADK
New Development Considerations
Custom Adapter Requirements and Planning
Communication with Windchill Development
Developing an Adapter Using the JADK
Preparing to Write the Custom Adapter
Writing Custom Adapter Webjects
Running the Adapter
Encrypting the LDAP Administrator Password
JADK Classes and Interfaces
JADK Implementation Classes
Common JADK Classes
JADK Interfaces
JADK Structures and APIs
User-Defined Sections
Input and Output with Data
Input and Output with Streams
Webject Naming Conventions
About the Windchill Help Center
Using the Help Center
Using Search
Filtering using Profiles
Windchill Help Center – 11.1 F000
Filtering using Profiles
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