Fresh Deployment Checklist
To deploy a new PTC Arbortext Content Delivery installation, read the following checklist.
Step 1: Before you begin
Ensure you read the following to plan for your PTC Arbortext Content Delivery deployment:
Step 2: Install PTC Arbortext Content Delivery
To install PTC Arbortext Content Delivery, see the following sections:
 | See all topics under this section. |
| | See all topics under the section. |
4. LDAP Configuration
5. Configure MongoDB
6. Select the deployment configuration option:
◦ Monolithic Configuration
◦ Split Configuration
◦ Advanced Configuration Configuration
◦ Multi-site Configuration
Step 3: Validate your deployment
Validate and make sure all the configurations are correct using the deployment Configurator.
Once the installation process has completed successfully, you configure your system. PTC Arbortext Content Delivery provides the Deployment Configurator utility to guide you through the process of creating and updating all of the configuration files required for deploying PTC Arbortext Content Delivery. It streamlines the post-setup configuration of all the PTC Arbortext Content Delivery deployment components. It also enables you to set up the configuration for the first time deployment, as well as changing the configuration at a later time.
The Configurator enables you to define the following things for your system:
• Configure the environment
The Configurator enables you to set or edit the relationship configurations between environment components, such as the following:
◦ Publisher server
◦ Multiple viewer servers
◦ Core servers
◦ Load balancers
◦ Database
◦ Enterprise identity management (LDAP) system
◦ License server
• Set, edit, or reset the Transform, Aggregate, and Load (TAL) configurations, such as the following:
◦ BOM filtration
◦ Shared and non-shared data
◦ Part relationships
◦ IMAN configuration
◦ Organization names
◦ Email notifications
◦ Offline configuration
Step 4: Configure the required security and log in configurations
• Security
Step 5: Publish and load data
See the following sections to publish and load content in PTC Arbortext Content Delivery.
• TAL and TaskManager
| | See all topics under the section. For SVG size guidelines, see Size Reduction and Threshold Size Configuration for SVG. |
• Running PxTAL (Loading SIM data)
Step 6: Set the administration utilities
See the Administration section to use the ACD administration utilities.
Step 7: Work with advanced configurations
See the following topics for advanced configurations.
Step 8: Customize the application
See the following sections to customize PTC Arbortext Content Delivery and apply according to your requirements.
• Customizing the Login Page for PTC Arbortext Content Delivery
| | See all topics under this section. |
| | See all topics under this section. |
Step 9: Before using the application
Before you start using PTC Arbortext Content Delivery, see the following:
• See the following for custom applications to interact with PTC Arbortext Content Delivery.
Step 10: Review the ACD Application Status
For optimal performance, PTC recommends that you restart the PTC Arbortext Content Delivery application biweekly and do the following:
1. Check for RAM and disk consumption.
2. Check for CPU consumption.
3. Check the MongoDB size.