Windchill Help Center – 12.0.1.0
What’s New
Windchill
12.0.1.0
Deployment and Configuration
Windchill 12.0.1.0 Content Overview
Preferences and Properties
Support Changes: Platform Support
Support Changes: Database Support
Business Administrative Change: Introducing Utility in Windchill UI
File Vaulting and Replication: Content Virus Scanner Hook
File Vaulting and Replication: Improvements in Content File Vaulting and Replication
Options and Choices: Enhancement to Option, Choice, and Choice Rules Administration
Part Structure Browser: Using Shared Table Views
Security: Code Signing for Windchill Installers
Security: Support for HSTS Configuration with HTTPS on Windchill Server
Security: Support for Reauthentication of e-Signature Enabled Tasks
Windchill Diagnostic Task Scheduler Utility
Windchill Directory Server Removed from Technology Stack
Windchill Extensions are Available in Windchill
Windchill License: Control License Overage Check Frequency
Windchill Visualization Services: Publishing Worker Overlay Recipe Configuration from Windchill
Windchill Visualization Services: Support for ECAD Neutral File Formats
Windchill Visualization Services: Support for PTC Windchill PDF Collaboration License
Optionally Enabled Control is Disabled
End User
Change Management: Introduce a Redline Feature
Change Management: Modify the Change Management Process to Enable a Proactive Change Intent
MPMLink: Creating and Managing Multiple Alternate Downstream Assemblies in BOM Transformer
MPMLink: Support for Flexible Components in BOM Transformer and Process Plan Browser
MPMLink: Support for Replacing Multiple Raw Materials and Resolving Consumption Discrepancies
Options and Choices: Support for Moving Choices within Option Pool
Service Translation: Reference Documents in Translation Package
Windchill ESI: Support for Publishing Co-produce Data
Windchill Performance Advisor: Feature Usage Report
Windchill Performance Advisor: Reports Stored in Windchill Vaults
Windchill Quality Management Solutions: Assign Training Records to Multi-Level Groups
Windchill Service Information Manager: Support for Arbortext IsoDraw
Windchill to Refer the Online Help Center
12.0.0.0
Deployment and Configuration
Windchill 12.0.0.0 Content Overview
Preferences and Properties
Support Changes: Platform Support
Support Changes: Database Support
Support for Java 11
File Vaulting and Replication: File Vault Alert Mechanism Improved
Global Product Development Package I is No Longer Supported
Pro/INTRALINK Product Support Discontinued
Windchill Visualization Services: Support for Adding Additional Attributes into PVS File
End User
Change Management: Enhancements to the Expose Organization Preference
Change Management: Enhancements to Propagate Functionality
Change Management: Referencing Affected Objects in External Systems
Digital Product Traceability: Enhancements
Document Management: Support for Windchill Actions in Microsoft Office Web Version
Enhanced Auto-Suggest Search in GWT Clients
License Profile: Allow Product Revise from Change Task Only
MPMLink: Manage Raw Materials in Windchill
MPMLink: Usability of Detecting and Resolving Discrepancies in BOM Transformer Improved
Option Filter: Boolean Option Replaces False Choice Capability
Option Filter: Support for Identifying User Selected and Rule Driven Choices
Options and Variants: Constraint Solver Changes for Option and Choice Rule Resolution
Options and Variants: Support for Ordering of Options and Choices Independent of Grouping
Options and Variants: Support for Platform Structures Group Discontinued
Options and Variants: Support for Single Select Conditional Rules
Part Structure Browser: Enhancement to Structure Filter for Better Visibility and Quick Editing
Service Publishing: Publishing Thumbnails to Arbortext Content Delivery
Windchill Business Reporting: Support for New Implementation
Windchill License Changes
Windchill Packages: Configure Separate Queues for Full and Incremental Export Tasks
Windchill Packages: Downgraded Deliveries Feature Disabled
Windchill PDMLink: Collect Configurable Links
Windchill PDMLink: Create Admin Default for Customizable Toolbars
Windchill ProjectLink: Deprecation of Classic Plans
Windchill Visualization Services: Preferences and Property Introduced in Creo View WebGL
Windchill Visualization Services: Support for Publishing CEDM Assemblies as Positioning Assemblies
Workflow to Publish Augmented Reality Experience Improved in Windchill
Optionally Enabled Features
Windchill Workgroup Manager
12.0.1.0
Creo Parametric: Support for Creo Ansys Simulation Files
Support for New CAD Versions
View Model Items on Structure Workspace Page
View List of Renamed Files
12.0.0.0
CAD Data Management: Customizable Column in PTC Windchill Status Tab Inside SOLIDWORKS
CAD Data Management: Improved Response Time When Saving CAD Models to Large Workspace
CAD Data Management: Move Associations to Latest CAD Document Revision
CAD Data Management: Multi-body Support for Additive Manufacturing
Chromium Browser Version Upgrade
Creo Elements/Direct Modeling: BOM Enhancements
SOLIDWORKS: Support for Derived Configurations Management
Updates to Windchill Workgroup Manager
CATIA V5: Changes in Switch to Structure Mode for Assembly-level CGR
CATIA V5: Enhancement on Managing All-In-One CATPart
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
Using Staging Directories
Installing on Multiple Machines (Solution Installation)
File Server Remote Site Pre-Installation Steps
PTC Customer Agreement
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
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
Creating an Azure SQL Database
Configuring Azure SQL 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 Business Reporting
Creo View
Creo Packages
Installing Windchill Solutions
Launching the PTC Solution Installer
Selecting the Installation Type
Selecting the Solution
Choosing the Platform Components
Selecting Optional Products
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
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 Management Solutions Post Installation
Windchill Enterprise Systems Integration
ERP Connector Installation
Upgrading Customized Distribution Targets
Windchill Bulk Migrator Installation
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
Creo Packages
Creo Packages
Windchill Business Reporting
Understanding Input Options
Local Installation
Distributed Installation - Two Machines
Distributed Installation - Three Machines
Windchill Business Reporting Post Installation Instructions
Windchill Index Search Installation
Installing the Index Search Server in Standalone Mode
Installing the Index Search Server in Cloud Mode
Installing Zookeeper Nodes
Installing the Index Search Server in high availability mode (cloud mode)
Windchill Index Search Post-Installation Configuration
Solr Server: Start and Stop commands
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
Creo View Clients
Windchill Service Information Manager
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 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 HttpOnly Flag for Cookies in Windchill
Configuring a Database Application User
IBM Rational ClearCase Configuration
Installing a Windchill File Server at a Remote Site
Configuring Remote File Servers
Database Initializing and Data Loading
Setting the Number of Starting Method Servers
Creating the Database Schema
Loading Base and Demonstration Data
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
Configuration Summary
Configuring HTTP Server and Embedded Servlet Engine With Other Options
Installation and Configuration of the HTTP Server: Before You Begin
Setting Up HTTP Server Ant
PTC HTTP Server Configuration Layout
Configurations When HTTP Server is Installed Remotely
Running HTTP Server as a Windows Service
Configuring HTTP Server for IPv6
Configuring a Version of Apache that was Manually Installed
Specifying Web Server Authentication
Configuring a Password File for Authentication in PTC HTTP Server
Configuring Windchill to Work with a Remote HTTP Server
Background
Configuring a Split Configuration
Additional HTTP Server Configurations
Configuring Additional Directory Servers
About Configuring Additional Enterprise Directories
Integration with Established Enterprise Directory Services
Create and Configure the JNDI Adapter
Create a Repository Definition
Modify the wt.properties File
Set Authentication in the MapCredentials.xml File
Update the HTTP Server Configuration
Verify Your Changes
User and Group LDAP Attribute Value Mapping
Running 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
Installing Adobe Experience Manager Forms Software
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
Troubleshooting Your Initial Installation
The PTC Solution Installer Global Registry
Recovering an Installation
Troubleshooting File Vaulting
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
Configuring the Database Application User Before Updating
Updating Third-Party Products
Updating Other Windchill Products
Enabling Remote File Servers
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
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
Defining 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
Update the Tablespace
Execute Steps for Windchill Index Search and Windchill PartsLink
Configuring the Database Application User After Updating
Updating from a Release with WindchillDS to a Release without WindchillDS
Bringing Your System Back Online
Announcing System Availability
Changing the Java Development Kit (JDK)
Troubleshooting Your Maintenance Installation
Advanced Deployment Considerations
Network Configuration
Firewalls
Client Proxies
Reverse Proxies
Split DNS with Reverse Proxy Configuration
rsync Instructions
Authentication
Configuring an Alternative Authentication in Windchill
SSL/TLS Client Authentication
Microsoft NTLM Authentication
Form-based Authentication
Single Sign-on Authentication
Security Assertion Markup Language (SAML) Authentication
Establish a Central Authorization Server
Configure OAuth Delegated Authorization
eSignature Validation for SSO Configurations
Setting Re-authentication of e-Signature
Configuring Command Line Clients for Advanced Authentication
Advanced Windchill Configurations
Configuring Background Method Servers
Configuring RMI using Spring Remoting
Configuring LDAP Failover
Basic Requirements for LDAP Failover
LDAP Failover Configuration Changes
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 Windchill with SQL Server Always On
Configuring Windchill to Use JDBC over SSL
Configuring Windchill with Oracle Database to Use JDBC over SSL
Creating and Exchanging Self-signed Certificate at Client and Server Side
Creating and Exchanging CA Signed Certificate at Client and Server Side
Configuring Database to Use TCPS with Server Key
Configuring JDBC Over SSL
Configuring Windchill with SQL Server Database to Use JDBC over SSL
Configuring Windchill with Azure SQL Database to Use JDBC over SSL
Installing and Configuring a Cluster Windchill Environment
External File Vault Considerations
Data Loading Considerations
Installing a Windchill Cluster Using the PTC Solution Installer
Configuring Windchill with Oracle or SQL Server
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
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
Supporting Multiple ERP Instances
Creating ESI User Accounts and Configuring Oracle for Windchill ESI
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
Object Numbering
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
Configuring SAP S/4 HANA for Windchill ESI
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
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
Object Numbering
Object Number Lengths in SAP
Upgrade Guide
Before Upgrading
Upgrade Overview
Upgrade Process Flowchart
Assessing License Usage
Supported Upgrade Paths
Supported Scenarios
Changing Platforms
Upgrading to Critical Patch Set (CPS) Releases
Upgrading With Azure SQL Server Database
Unsupported Scenarios
Oracle Data Guard
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
Windchill Service Information Manager — S1000D Module
Windchill PLM Connector — Creo Packages Server
Windchill Business Reporting (Cognos) Module
Solutions Including Pro/Intralink, Windchill PDM Essentials, and GPD I
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
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 Working Directory Server
Load Activity Layouts File
Exporting the Secret Key
Export the Source Database and Backup of LDAP Structure
Exporting the Oracle Source Database Using Data Pump
Backing Up the SQL Server Source Database
Exporting the Azure SQL Server Source Database
Exporting the Source LDAP Structure from Windchill Directory Server
Back Up Windchill Vaults
Setting Up the Target System for Upgrade
Target System SQL Database Considerations
Install the Target System
Set Up Remote File Servers
Incorporate Customizations into the Target System
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 File Servers
Prepare the Source System for Upgrade
Capture Non-modeled Indexes
Stage the Source Data for the Upgrade
Import the Database
Importing a Windchill Oracle Dump Using Data Pump
Restoring the SQL Server Database
Importing the Azure SQL Server Database
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 File Servers
Execute the Upgrade Manager
Upgrade Manager Input Fields
Gather System Properties
Gather Upgrade Properties
Upgrade
Web Server
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
Recreate Non-modeled Indexes
Execute Steps for Windchill Index Search and Windchill PartsLink
Post Upgrade Steps for Windchill Integrations for Embedded Software
Post Upgrade Steps for Windchill Quality Management Solutions
Modify Encryption Default Post Upgrade
Verify the Upgraded Solution
Run Post-Upgrade WinDU Tasks
Configuring Performance Adviser Client Settings
Troubleshooting
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
LDAP Settings
Confirm Database and LDAP to Upgrade
Verify Supported Upgrade Path
Gather Upgrade Properties
Upgrade
Web Server
Vaults and File Servers
Options
Additional Adapters
Initialize Upgrade
Serialized Data Integrity Scan
Verify Pre Conditions
Upgrade Database Schema
Create Upgrade Indices
Execute LDAP Migrators
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
Glossary
Windchill Fundamentals
Setting Up Your Environment
Setting Up Your Browser
Browser Locale Settings
ActiveX Settings
Pop-Up Blocker Interference
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
Windchill Visualization Services
Installing the Desktop Integration Add-In
Personalizing Your Environment
Modifying Your User 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
About 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
Visualization Icon Key
Viewing Representations
Creo View WebGL Viewer
Navigation Modes for 3D Models
Using Mouse Buttons in CreoView Navigation Mode
Using Mouse Buttons in Creo Navigation Mode
Using Mouse Buttons in CATIA V5 Compatible Navigation Mode
Using Mouse Buttons in Explore Navigation Mode
Using Touchscreens to Navigate 3D Models
Using the Dragger to Transform or Rotate Parts
Setting Creo View WebGL Viewer Preferences
Thumbnail Overview
About Mini-Thumbnails
Managing Thumbnails on Mini Information Pages
Creating a Representation from a CAD Document
Creating a Representation from an EPM Structure
Creating a Representation from a Part Structure
Creating a Representation from a Dynamic Document
Creating a Representation from Document Content
Creating a Representation from Clipboard Content
Creating a Representation from Local File Data
About the WVS Job Monitor
Job Summary Fields
Job Detail
Viewing Annotations
Visualizing Advanced Features: CAD Represented Parts and Assembly Features
Creating an Interference Detection Definition
Using Related Interference Detection Reports
Editing Interference Detection Definitions
Detecting Interferences of Variant Specifications
Batch Print
Setting Visualization User Preferences
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
Windchill Office Online Integration
Registering an App in Azure
Installing the Windchill Office Online Add-In
Windchill Office Online Preference
Windchill Office Online Menu Actions
Create Document
Edit Documents
View Document Information
Parts
Part Attributes
Part Information Page
Viewing Where Used Information For a Part
Windchill Product Analytics Tables
Environmental Compliances
Cost Analytics
Life Cycle Analytics
Traced To 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
Webhook Subscriptions
Subscriptions Table
Subscription Information Page
Subscription Events
Folder and Context Subscriptions
Creating a Subscription
Editing a Subscription
Configuring Webhook Subscriptions
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
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
Product Family Administration
Product Family Management Module Licenses and Installation
Product Family Management Roles
Product Family Management Preferences
Product Family Management Object Initialization Rules
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 Change 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
Viewing Alternates and Substitutes
Defining Alternate Parts
Defining Substitute Parts
Replacement Tables on Information Page Tabs
Replacing a Part with an Existing Part or Alternate/Substitute
REST APIs for Part Relationships
Windchill Options and Variants Capabilities
Overview of Product Configuration Strategies
Business Strategies Supporting Product Variability
Managing Configurable Products
Support for Configurable Structures and Platform-Based Products
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
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, Numeric, and Boolean 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 or Boolean 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
Moving 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
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
Working with Option Sets
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
Adding a Child Resolution
Inserting a Page Break
Assigning a Logic Reference to Another Configurable Module
Defining Part Parameters Using Another Configurable Module
Adding a Constraint
Case Table Editor
Editing a Case Table Parameter
Editing a Parameter Formula
Selecting Case Table Parameters
Expression Editor
External Application Constraint Editor
Linking Advanced Logic Parameters with Options
Validating the Logic for a Configurable Module
Comparing Logic Between Two Configurable Modules
Using Numeric Operators and Functions in Advanced Logic
Variants Created From Configurable Modules With Advanced Selection Logic
Creating Module Variants with Collapsible Middle Nodes
Variant Properties
Creating and Managing Variants
Creating a Variant Specification for an Option Set
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
Creating a Copy of the Variant Specification
Managing Deliverables
Using Revise with Configurable Modules and Variants
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
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
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
Converting a Rich Text Attribute to a Simple Text Attribute
Using Simple, Rich, and HTML Text Components of Cognos
Updating Character Limits for Change Summary Reports
Specifying Implementation States
Change Status Calculator
Business Rules Available
Load Product Effectivity using Effectivity Loader
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
Import and Export Change Objects Within Different Association Modes
Define Mapping Rules for Change Management
Mapping Rules Table
Reconciling the Change Intent with Release Targets
Administration of Terminal States for Change Management Objects
About Issues
About Remote Affected Object Types
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
Change Request Information Page
About Change Notices
Creating a Change Notice
Editing a Change Notice
Starting the Execution of a Change Notice
Automatically Creating a Change Notice from a Change Request
Change Notice Information Page
About Change Intent
Setting Change Intent
About Redline
Redline Administration
Redline Process
Synchronization and Redline Suspect Status
Redline Structure Browser
Redline Actions Toolbar
Redline Structure Panes
Attributes Tab
Uses Tab
Occurrences Tab
Use Case Example for Redline
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
Creating a Change Object in a Project
Propagating Information from an Existing Change Object
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
Affected End Items Part Master Report
Change Management Tables
Affected Objects, Review 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
Review Objects Table for Design Reviews
Affected End Items Table
Resulting Objects Table
Impacted Objects Table
Change Summary Table
Implementation Plan Table
Associated Changes 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
Setting Effectivity Attributes
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
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
Enhanced Project Plans Constraints
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
Gantt Explorer
Capacity Report
Subplan
Subplan Constraints
Subplan Information Page
Creating a Subplan
Editing a Subplan
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
About Project Planning Reports
Viewing Planning Reports
Viewing Task List Reports
Project States
Project Status
Sharing Between Projects
Project Planning Preferences
Subscribing to a Deliverable, Action Item, or Plan Object
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 Documents
File Format for Importing Documents
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 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
Configuring Queue Processing Strategy to Export 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
Downgraded Deliveries Table
Deliveries