Creo™ Schematics 4.0 Help Center > Importing and Exporting Designs > Managing Designs in PTC Windchill > Windchill PDM Actions Overview
  
Windchill PDM Actions Overview
This section explains the Windchill product data management (PDM) actions that you can perform within Creo Schematics when it is registered with Windchill and connected to the Windchill server.
Accessing Windchill PDM Actions
In an active session, a Windchill tab and a File > Open From Windchill menu option are available within Creo Schematics.
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If the Windchill PDM actions are missing in your session, check to make sure that the Windchill Workgroup Manager for Creo Schematics application is installed and running on the local client machine where Creo Schematics is installed. This is a requirement for access to Windchill PDM actions.
If the icon is displayed within the ribbon located on the Windchill menu tab, click on it to connect to the Windchill Server. The icon appears within the ribbon along with several other PDM action icons.
The following commands are available on the Windchill tab when Creo Schematics is connected to the Windchill server.
Command
Description
Connection
or
Connection
Indicates the current connection status with the server. You click on the icon to reverse the connection status.
Server Management
Opens the Server Management utility where you can view or change Windchill servers and server active workspaces.
Workgroup Manager
Opens the Windchill Workgroup Manager client where you can navigate to Windchill Workgroup Manager servers, applications, and workspaces.
Check In
Automatically checks in the current file to the Windchill server commonspace.
Check Out
If the object is not already checked out, checks out the object into the session.
Undo Check Out
Cancels the check out of the current file. Any modifications made to the file while checked out are lost.
Custom Check In
Accesses the Check In page and allows you to change check-in options.
Event Management
Opens the Event Management utility where you can view the status of your active workspace or Windchill server events.
The following command is available on the File menu tab when Creo Schematics is connected to the Windchill server.
Command
Description
File > Open From Windchill
Lets you browse, select, and open a design from Windchill in your Creo Schematics session.
Accessing the Windchill Workgroup Manager Help Center
The Windchill Workgroup Manager Help Center provides detailed online help for the Windchill Workgroup Manager user interface, as well as PDM actions for all Windchill Workgroup Manager supported authoring applications.
To access the Windchill Workgroup Manager Help Center, from Windchill Workgroup Manager choose Window > Help Center.