Welcome to the Digital Performance Management 9.7 Help Center
Release Notes for Digital Performance Management 9.7
What’s New in Digital Performance Management 9.7.0
Fixed Issues in DPM 9.7.0
Known Issues in DPM 9.7.0
Database Schema Changes in DPM 9.7.0
Legacy Content in DPM 9.7.0
Getting Started with DPM
DPM System Requirements
Deploying DPM
DPM Deployment in the PTC Cloud
DPM Customer Deployments
Upgrading DPM
Upgrading DPM in the PTC Cloud
Upgrading DPM Customer Deployments
Initial DPM Administration Activities
Setting Up Data Automation
Storing and Forwarding Data
Rollover Counters
Making DPM Available to Users
DPM Overview
Navigating DPM
Date and Time Formats in DPM
Time Zones
Time Calculations in DPM
Glossary
Production Dashboard
Pacemakers
Production Blocks
Manual Data Entry and Automated Data Entry
Setting the Work Center
Starting Production
Entering Production Count for the Current Production Block
Entering Loss Events for the Current Production Block
Using the Event Log
Collapsed Event Log View
Expanded Event Log View
Filtering the Expanded Event Log
Editing Loss Events
Deleting Manually Entered Loss Events
Production Block Completion
Stopping Production
Time Loss Accounting for a Closed Production Block
Adding and Removing Production Count in Time Loss Accounting
Adding Loss Events in Time Loss Accounting
Editing Loss Events in Time Loss Accounting
Deleting Loss Events in Time Loss Accounting
Entering Historical Scrap Events
Splitting Automated Loss Events
Performance Analysis
Bottleneck
Filtering Bottleneck
Bottleneck Analysis Chart
Waterfall
Filtering Waterfall
Time Loss Waterfall Chart
Examples: Time Included in the Planned Production, Unscheduled, and Overtime Bars
Loss Reason Pareto Charts
Trend Analysis Chart
Viewing the Event Log
Navigating Between Charts
Showing Data for an Average Week
Viewing and Creating Actions from Waterfall, Pareto, and Trend Charts
Viewing Loss Insights
Loss Insights
Scenario Details
Action Tracker
Filtering Action Tracker
Creating an Action
Viewing an Action
Editing an Action
Adding and Editing Tasks
Scorecard
Filtering Scorecard
Metric Value Display
Metrics List
Viewing Metric Details for Individual Pieces of Equipment
All Metrics Tab
Metric Trends Tab
Understanding the Percentage Change
Scorecard (Legacy)
Filtering Scorecard (Legacy)
Metrics List (Legacy)
Viewing Individual Metrics (Legacy)
Trend Chart for a Metric (Legacy)
Hierarchy Breakdown of a Metric (Legacy)
Understanding the Percent Change (Legacy)
Administration
Equipment Management
Equipment List
Equipment Details Page
List View Tab
Reason Trees Tab
Shifts Tab
Site Configuration Tab
Job Orders Tab
Production Settings Tab
Changing a Pacemaker
Materials List Tab
Adding a Material to a Work Center
Editing a Material in a Work Center
Selecting the Ideal Cycle Time from the Historical Cycle Times List
Demand Settings Tab
Editing the TAKT Value
Resetting TAKT Values
Entering or Editing Total Demand
Machine Code Settings Tab
Reassigning a Reason Code
Factory Definition
Reason Trees
Creating a Reason Tree
Viewing a Reason Tree
Editing a Reason Tree
Enabling and Disabling Reason Trees
Assigning Reason Trees to Equipment or Materials
Unassigning Assignments from a Reason Tree
Creating a Reason Code
Editing a Reason Code
Enabling and Disabling Reason Codes
Materials
Creating a Material
Viewing a Material
Reason Tree Assignments Tab
Unassigning Reason Tree Assignments
Demand BOM Tab
Viewing and Navigating the Demand BOM
Adding a Material to the Demand BOM
Editing the Quantity for a Material in the Demand BOM
Deleting Materials from the Demand BOM
Demand Tab
Viewing Where a Material is Used in Other Material’s Demand BOMs
Editing the Independent Demand for a Material
Demand Allocation Tab
Allocating Demand for a Material
Manually Adding Work Centers for Allocation
Deleting Manually Added Work Centers
Selecting a Demand Window
Editing a Material
Enabling and Disabling Materials
Assigning a Reason Tree to a Material
Site Demand
Creating a Demand Window
Editing a Demand Window
Duplicating a Demand Window
Deleting Demand Windows
Metrics
Viewing a Metric
Metric Correlation
Metric Roll-Up Behavior
Calculation Tab
Target Definition Tab
Status Threshold Tab
Operations
Shifts and Calendars
Shift Schedules
Creating a Shift Schedule
Viewing a Shift Schedule
Editing a Shift Schedule
Creating a Shift
Editing a Shift
Calendars
Creating a Calendar
Viewing a Calendar
Editing a Calendar
Assigning a Calendar to Equipment
Unassigning a Calendar from Equipment
Editing a Calendar Day
Adding a Calendar Day
Removing a Calendar Day
Assigning Shift Schedules to Calendar Days
Unassigning Shift Schedules from Calendar Days
Understanding Shift Instances
Job Orders
Creating a Job Order
Viewing a Job Order
Editing a Job Order
Duplicating Job Orders
Assigning Equipment to Job Orders
Job Orders Status
Time Loss Analytics
Area Settings
Viewing Area Settings
General Tab
Pipeline Scheduling Tab
Creating a Schedule
Creating a Manual Push
Editing a Schedule
Deleting a Schedule
Features Tab
Feature List
Defaults
Configuring Bottleneck Analysis
Configuring Bottleneck Analysis with TAKT Only
Configuring Bottleneck Analysis with Work Center Demand
Configuring Bottleneck Analysis with Material Demand
Customization
Replacing Modular Mashups
Action Tracker Modular Mashups
Bottleneck Analysis Modular Mashups
Performance Analysis Modular Mashups
Production Dashboard Modular Mashups
Scorecard Modular Mashups
Using Secure Expressions in Custom Mashups
Customizing the DPM Menu
Changing User Interface Strings
Creating a Building Block
Building Block Examples
Customizing Services
Adding Custom Properties to Data Model Entities
Including Custom Properties in a Mashup
Adding Custom Entities to the Data Model
Duplicating Building Block Entities
Customization and Upgrade
ThingView Widget
Creo View WebGL Extension Overview
Configuring Your ThingWorx Server to Work with the ThingView Widget
Configuring the ThingView Widget
ThingView Widget: Properties
ThingView Widget: Events
ThingView Widget: Services
Working with the ThingView Data Property
Working with the ThingView SelectedParts Property
ThingViewControls User Interface
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
Building Blocks
Building Block Design Patterns
Standard Design Pattern
User Interface Design Pattern
Abstract and Implementation Design Pattern
Building Block Naming Conventions
Building Block Customizations and Upgrades
Understanding Namespaces, Access Modifiers, and Their Customization Impact
DPM Building Block
Implementation Model (DPM Building Block)
Database Schema (DPM Building Block)
Configurations (DPM Building Block)
Key Services (DPM Building Block)
Post-Deployment Steps (DPM Building Block)
Solution-Specific Building Blocks
Action Building Block
Implementation Model (Action Building Block)
Database Schema (Action Building Block)
Configurations (Action Building Block)
Key Services (Action Building Block)
Available Permissions (Action Building Block)
Post-Deployment Steps (Action Building Block)
Action Tracker Building Block
Implementation Model (Action Tracker Building Block)
Database Schema (Action Tracker Building Block)
Configurations (Action Tracker Building Block)
Key Services (Action Tracker Building Block)
Post-Deployment Steps (Action Tracker Building Block)
Mashups in Action Tracker
Modular Mashups in Action Tracker
Action Task Collection Mashup
Add Action Mashup
Detail Trend Chart Mashup
Edit Action Mashup
Grid Mashup
Trend Chart Mashup
Other Mashups in Action Tracker
Actions List Mashup
Edit Action Loss Category Popup Mashup
Main Frame Mashup
Set Baseline Selection Popup Mashup
Administration Building Block
Implementation Model (Administration Building Block)
Database Schema (Administration Building Block)
Configurations (Administration Building Block)
Key Services (Administration Building Block)
Post-Deployment Steps (Administration Building Block)
Bottleneck Analysis Building Block
Implementation Model (Bottleneck Analysis Building Block)
Database Schema (Bottleneck Analysis Building Block)
Configurations (Bottleneck Analysis Building Block)
Key Services (Bottleneck Analysis Building Block)
Post-Deployment Steps (Bottleneck Analysis Building Block)
Mashups in Bottleneck Analysis
Modular Mashups in Bottleneck Analysis
Bottleneck Mashup
Bottleneck Cycle and OEE Trend Mashup
Bottleneck Details Mashup
Bottleneck Trend Mashup
Empty Bottleneck Mashup
Empty Details Mashup
Work Center Additional Details Mashup
Work Center Details Mashup
Other Mashups in Bottleneck Analysis
Analysis Mashup
Analysis Header Mashup
Bottleneck Building Block
Implementation Model (Bottleneck Building Block)
Database Schema (Bottleneck Building Block)
Configurations (Bottleneck Building Block)
Key Services (Bottleneck Building Block)
Post-Deployment Steps (Bottleneck Building Block)
KPI Analysis Building Block
Implementation Model (KPI Analysis Building Block)
Database Schema (KPI Analysis Building Block)
Configurations (KPI Analysis Building Block)
Key Services (KPI Analysis Building Block)
Post-Deployment Steps (KPI Analysis Building Block)
Operation KPI Building Block
Implementation Model (Operation KPI Building Block)
Database Schema (Operation KPI Building Block)
Configurations (Operation KPI Building Block)
Key Services (Operation KPI Building Block)
Key Properties (Operation KPI Building Block)
Post-Deployment Steps (Operation KPI Building Block)
Additional Automation Information (Operation KPI Building Block)
Database Availability Loss and Its Implications
Performance Analysis Building Block
Implementation Model (Performance Analysis Building Block)
Database Schema (Performance Analysis Building Block)
Configurations (Performance Analysis Building Block)
Key Services (Performance Analysis Building Block)
Post-Deployment Steps (Performance Analysis Building Block)
Mashups in Performance Analysis
Modular Mashups in Performance Analysis
Capacity Panel Mashup
Empty Details Mashup
Empty Loss Event Details Mashup
Empty Waterfall Mashup
Event Log Mashup
Loss Event Details Mashup
Pareto Chart Mashup
Time Loss Panel Mashup
Trend Chart Mashup
Waterfall Chart Mashup
Other Mashups in Performance Analysis
Analysis Mashup
Analysis Header Mashup
Implementation Model (Production Dashboard Building Block)
Database Schema (Production Dashboard Building Block)
Configurations (Production Dashboard Building Block)
Key Services (Production Dashboard Building Block)
Automation Support (Production Dashboard Building Block)
Post-Deployment Steps (Production Dashboard Building Block)
Granting User Permissions for Editing and Deleting Loss Events
Mashups in Production Dashboard
Modular Mashups
Add Loss Event By Categories Mashup
Collapsed Event Log Mashup
Expanded Event Log Mashup
Job Order Summary Mashup
Material Panel Mashup
No Event Logs Mashup
Production Accounting Mashup
Production Entry Mashup
Other Mashups in Production Dashboard
Add Historical Scrap Event Entry Mashup
Loss Entry Mashup
Split Automation Event Mashup
Time Loss Accounting Mashup
Update Loss Event Mashup
Scorecard Building Block (Legacy)
Implementation Model (Scorecard Building Block)
Database Schema (Scorecard Building Block)
Configurations (Scorecard Building Block)
Key Services (Scorecard Building Block)
Post-Deployment Steps (Scorecard Building Block)
Scorecard Data Extractor Building Block
Implementation Model (Scorecard Data Extractor Building Block)
Database Schema (Scorecard Data Extractor Building Block)
Configurations (Scorecard Data Extractor Building Block)
Key Services (Scorecard Data Extractor Building Block)
Post-Deployment Steps (Scorecard Data Extractor Building Block)
Scorecard V2 Building Block
Implementation Model (Scorecard V2 Building Block)
Database Schema (Scorecard V2 Building Block)
Configurations (Scorecard V2 Building Block)
Key Services (Scorecard V2 Building Block)
Post-Deployment Steps (Scorecard V2 Building Block)
Modular Mashups in Scorecard V2 Building Block
All Metrics Mashup
Equipment Hierarchy Mashup
Equipment Metric Detail Mashup
Metric Detail Bar Mashup
Metric Detail Mashup
Metric Trend Mashup
Metrics Mashup
No Data Message Mashup
Percentage Information Mashup
Switch Between the New and Legacy Scorecard User Interface
Time Loss Analysis Building Block
Implementation Model (Time Loss Analysis Building Block)
Database Schema (Time Loss Analysis Building Block)
Configurations (Time Loss Analysis Building Block)
Key Services (Time Loss Analysis Building Block)
Available Permissions (Time Loss Analysis Building Block)
Post-Deployment Steps (Time Loss Analysis Building Block)
Mashups in Time Loss Analysis
Time Loss Building Block
Implementation Model (Time Loss Building Block)
Database Schema (Time Loss Building Block)
Configurations (Time Loss Building Block)
Key Services (Time Loss Building Block)
Post-Deployment Steps (Time Loss Building Block)
Adding Additional Features for Calculating Insights
Domain-Specific Building Blocks
Job Order Building Block
Implementation Model (Job Order Building Block)
Database Schema (Job Order Building Block)
Configurations (Job Order Building Block)
Key Services (Job Order Building Block)
Post-Deployment Steps (Job Order Building Block)
Manufacturing Model Building Block
Implementation Model (Manufacturing Model Building Block)
Database Schema (Manufacturing Model Building Block)
Configurations (Manufacturing Model Building Block)
Key Services (Manufacturing Model Building Block)
Post-Deployment Steps (Manufacturing Model Building Block)
Equipment Selector Mashup
Material Master Building Block
Implementation Model (Material Master Building Block)
Database Schema (Material Master Building Block)
Configurations (Material Master Building Block)
Key Services (Material Master Building Block)
Post-Deployment Steps (Material Master Building Block)
Specifying a Unit of Measure (UOM) Conversion Expression
Metric Building Block
Implementation Model (Metric Building Block)
Database Schema (Metric Building Block)
Configurations (Metric Building Block)
Key Services (Metric Building Block)
Post-Deployment Steps (Metric Building Block)
Reason Code Building Block
Implementation Model (Reason Code Building Block)
Database Schema (Reason Code Building Block)
Configurations (Reason Code Building Block)
Key Services (Reason Code Building Block)
Post-Deployment Steps (Reason Code Building Block)
Default Reason Types, Reason Categories, and Reason Trees
Providing Translations for Customer-Created Reason Code Names and Descriptions
Shift Building Block
Implementation Model (Shift Building Block)
Database Schema (Shift Building Block)
Configurations (Shift Building Block)
Key Services (Shift Building Block)
Post-Deployment Steps (Shift Building Block)
Additional Information (Shift Building Block)
State Machine Building Block
Implementation Model (State Machine Building Block)
Database Schema (State Machine Building Block)
Configurations (State Machine Building Block)
Key Services (State Machine Building Block)
Post-Deployment Steps (State Machine Building Block)
Example State Machine (State Machine Building Block)
Status Building Block
Implementation Model (Status Building Block)
Database Schema (Status Building Block)
Configurations (Status Building Block)
Key Services (Status Building Block)
Post-Deployment Steps (Status Building Block)
Work Instructions Building Block
Implementation Model (Work Instructions Building Block)
Architecture (Work Instructions Building Block)
Service Layers Overview
Job Order Manager and Shapes
Connection to Database (PostgreSQL and MSSQL)
Integration with Windchill MPMLink—Converter and Integration Runtime
Service Interaction Example
Database Schema (Work Instructions Building Block)
Database Schema High-Level Overview
Job Order Schema
Job Order Properties
Job Order Dependency Properties
Job Order Material Requirement Link Properties
Job Order Material Requirement Properties
Job Order Personnel Requirement Properties
Job Order Processing Resource Requirement Properties
Job Order Work Definition Link Properties
Work Definition Schema
Work Definition Properties
External System Properties
Work Definition Control Characteristic Properties
Work Definition Control Characteristic Response Properties
Work Definition Dependency Properties
Work Definition Illustration Properties
Work Definition Link Properties
Work Definition Metadata Properties
Work Definition Material Specification Properties
Work Definition Material Specification Instance Properties
Work Definition Material Specification Link Properties
Work Definition Personnel Specification Properties
Work Definition Processing Resource Specification Properties
Work Definition Related Document Properties
Processing Resource Schema
Processing Resource Properties
Processing Resource Class Properties
Processing Resource-To-Class Link Properties
Material Definition Schema
Material Class Properties
Material Class Link Properties
Material Definition Properties
Material Definition Link Properties
Material Definition-To-Class Link Properties
Material Lot Properties
Material Lot Link Properties
Material Sublot Properties
Material Sublot Link Properties
Personnel Schema
Person Properties
Personnel Class Properties
Person-To-Class Link Properties
Key Services (Work Instructions Building Block)
Enumeration Management Thing Shape Services
Job Order Manager Thing Shape Services
Job Order Management Thing Shape Services
Material Management Thing Shape Services
Personnel Management Thing Shape Services
Processing Resource Management Thing Shape Services
Work Definition Connector Thing Shape Services
Work Definition Converter Thing Shape Services
Work Definition Management Thing Shape Services
Importing Data into the Work Instructions Building Block
Converting Process Plans from Windchill MPMLink
Configuring a Connection to Windchill for Process Plan Conversion
Configuring the MPMLink OData Connector
Configuring the MPMLink Work Definition Converter
Configuring the Content Proxy Media Entity
Configuring the Integration Runtime
Configuring the Work Instructions Building Block for Session User (Windchill Authentication)
Filters Code for web.xml
Using Navigation Criteria in Process Plan Conversion
Baseline Navigation Criteria Examples
Date Effectivity Navigation Criteria Examples
Life Cycle Navigation Criteria Examples
Options Navigation Criteria Examples
Part Tag Navigation Criteria Examples
Serial Effectivity Navigation Criteria Examples
Specifying a Saved Filter ID as Navigation Criteria
Retrieving Values from Windchill for Navigation Criteria
Retrieving Navigation Criteria for Saved Filters
Retrieving Baseline ID Values
Retrieving an EffectiveContext Value
Retrieving Life Cycle State Values
Retrieving Options Values
Creating Your Own Navigation Criteria Example
Supporting Windchill Custom Attributes
Custom Mapping Services
Windchill REST Services Domains Used in Process Plan Conversion
Using the Production Order Manager — Example
Linking a Job Order to Equipment
Linking Work Definitions to a Job Order
Cloning and Caching Work Definitions
Using Work Definition Metadata
Configuring External Systems
Adding Custom Entities to the Cloning Services
Setting and Using Work Definition Execution Statuses
Updating Material Use Values
Delete Behavior
Work Master Building Block
Implementation Model (Work Master Building Block)
Database Schema (Work Master Building Block)
Configurations (Work Master Building Block)
Key Services (Work Master Building Block)
Post-Deployment Steps (Work Master Building Block)
Common Building Blocks
Base Building Block
Implementation Model (Base Building Block)
Database Schema (Base Building Block)
Configurations (Base Building Block)
Key Services (Base Building Block)
Available Permissions (Base Building Block)
Post-Deployment Steps (Base Building Block)
Solution Master Mashup
Configuration Tables from the PTC.Base.ConfigManagement_TS Thing Shape
Database Connection Building Block
Implementation Model (Database Connection Building Block)
Database Schema (Database Connection Building Block)
Key Services (Database Connection Building Block)
Action Service Caller Thing Shape Services
Database Thing Shape Services
Database Management Thing Shape Services
Historical Data Management Thing Shape Services
On-Action Processor Thing Shape Services
Post-Action Handler Thing Shape Services
Pre-Action Validator Thing Shape Services
Pre-, On-, and Post-Action Event Dispatching and Validation
Logging Historical Data
Configuring What Historical Data is Logged
Historical Data Database Schema
Historical Data Properties
Historical Data Action Types
Querying the Historical Data Database Table
Purging the Historical Data Database Table
Database Activities
Adding or Removing Foreign Keys
Adding or Removing Indexed Fields
Setting the Delete Behavior with Foreign Keys
Synchronizing the Database Information and the Database Schema
Using JSON Filters in Query Services
Localization of Database Strings Using Database Tables
Default Configuration Building Block
Implementation Model (Default Configuration Building Block)
Database Schema (Default Configuration Building Block)
Configurations (Default Configuration Building Block)
Key Services (Default Configuration Building Block)
Post-Deployment Steps (Default Configuration Building Block)
Additional Information (Default Configuration Building Block)
Model Management Building Block
Implementation Model (Model Management Building Block)
Database Schema (Model Management Building Block)
Configurations (Model Management Building Block)
Key Services (Model Management Building Block)
Available Permissions (Model Management Building Block)
Post-Deployment Steps (Model Management Building Block)
User Management Building Block
Implementation Model (User Management Building Block)
Database Schema (User Management Building Block)
Configurations (User Management Building Block)
Key Services (User Management Building Block)
Available Permissions (User Management Building Block)
Post-Deployment Steps (User Management Building Block)