Production — Workgroup Deployment Checklist
Provided below is a summary of the steps involved in planning and performing a Production — Workgroup deployment. Use this as a checklist when planning and performing an installation.
For guidance on upgrading existing deployments, refer to the section at the end.
Planning a Production — Workgroup Deployment
1. Decide which optional components will be installed. Some optional components are selected for installation by default. You will need to de-select any optional components that you do not wish to install:
a. Modeler Model Editor
This component, and its sub-components, are required to use the Modeler client application. These components are required for Client Only installations and selected by default. These components are optional for Server Only installations and are de-selected by default.
b. Floating License Server
This component is required for server-based floating licenses, which is the recommended licensing approach for this deployment. This component is selected by default during the Server Only installation. The floating License Server can be installed on any computer but it is recommended that it is installed on Modeler Server. For more information on licensing, refer to
Introduction to licensing Modeler.
c. DOORS Synchronizer
This component is required if you wish to use the Integration for IBM Rational DOORS. If IBM Rational DOORS is installed on your machine, this component will be selected by default. For more information on this integration, refer to
Overview of Integration for IBM Rational DOORS.
If you wish to use the Integration for PTC
e. Model Manager
Fore more information on this component, refer to
Model Manager overview.
f. Web Interface
For more information on this component, refer to
Overview of Web Interface.
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Web Interface is required if you wish to use the REST Service or the OSLC Provider.
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g. Documentation
This component is selected by default during the Client Only installation.
2. Plan the system architecture:
a. Review Client/Server architecture information and identify the computers that will host the Modeler Server (or servers) and Modeler Clients. Refer to the Client/Server section of
Installation configurations.
b. Review Client/Server architecture installation process. Refer to
Installing Modeler for a project team.
c. Review security considerations explained in
Managing Modeler and Web Interface Security. If required, plan the security configurations for your site.
d. If you are installing the Web Interface, determine the user authentication strategy and if LDAP will be used. Refer to
Setting up user authentication for a Web Interface website.
e. Plan licensing:
a. The Production — Workgroup deployment uses server-based floating licenses. Identify which license type(s) you will be using. Refer to
Modeler license types: subscription, evaluation, permanent, incremental and upgrade.
b. Identify which features will be needed as well as the number of licenses for each feature. The license file will be requested from PTC Support after installation. For more information on licensing, refer to
Local and server-based licensing.
c. If you have chosen to install the Web Interface, plan the licenses required for Web Interface Server and Clients. Refer to
Client licensing of a Web Interface website.
d. If you have chosen to install Model Manager, refer to the Licensing Model Manager section in
Installing Model Manager.
f. Plan the environment:
a. Confirm that the computers which will host the Modeler Server and Modeler Clients meet the environment requirements. Refer to
Environment requirements for each installation type.
b. Confirm that the computers which will host the Modeler Server and Modeler Clients meet the hardware requirements. Refer to
Hardware requirements.
g. Plan installation of maintenance releases:
Access
PTC Support and check if there are any Maintenance/patch releases available for the relevant version of Modeler (e.g. M010). If so, download the installation files for the latest maintenance release.
Performing a Production — Workgroup Deployment
1. Prepare for Server Only and Client Only installations:
a. Ensure all environment requirements are met for Server and Client computers. Refer to
Preparing for a server only installation and to
Preparing for a client only installation.
b. If you are installing the Web Interface, complete the relevant steps in
Preparing for installation of Web Interface.
2. Perform Server Only Installation:
◦ On the computer that will host the Modeler Server, complete the steps provided in
Performing a server only installation. Select the optional components you require, such as Model Manager or Web Interface.
3. Perform Client Only installation:
◦ On all computers that will host the Modeler Client, complete the steps provided in
Performing a client only installation.
4. Perform post-installation tasks for the Modeler Server:
a. Install the latest Maintenance Release, if on has been released. Download the latest Maintenance Release from
PTC Support and run the executable file.
b. Use the License Manager Request Wizard to request a license file for the correct version of Modeler, with the correct number of licenses for each component. Once the license has been received from PTC Support, configure Modeler to use the new license. Refer to
Working with a server-based floating license.
a. If you have installed the Web Interface, refer to
Licensing a Web Interface website and selecting the databases it can access.
b. If you have installed Model Manager, refer to the Licensing Model Manager section in
Installing Model Manager.
e. Optionally set up server to add users and groups through an organizational unit. Refer to
Set up server to add users and groups through an organizational unit.
f. Optionally set up repositories to utilize quad-core processors. Refer to
Set up databases to utilize quad-core processors.
h. If you have installed Web Interface:
a. Grant the PTC-IM-WSU user account access to every database that you want to be accessed on Web Interface.
b. Bookmark databases as PTC-IM-WSU user. Refer to the section called “To select which Databases can be accessed from the Web Interface Website” in
Licensing a Web Interface website and select the database it can access.
e. Optionally configure Web Interface user authentication. Refer to
Setting up user authentication for a Web Interface website.
f. Optionally configure Web Interface user account management. Refer to
Setting up how Web Interface website accounts work.
5. Perform post-installation tasks for the Modeler Clients:
a. Install the latest Maintenance Release, if one has been released. Download the latest Maintenance Release from
PTC Support and follow instructions in its Release Notes.
Upgrading a Production — Workgroup Deployment
If you already have Modeler installed using the Product — Workgroup deployment, follow the instruction below to upgrade the server and then each of the clients with the latest version of Modeler.
1. Prepare for upgrade installation:
◦ Refer to
Performing an upgrade and complete any steps that apply to your upgrade situation.
2. Perform an upgrade installation:
a. On the Modeler Server, complete the steps provided in
Performing a Server Only installation. Select the optional components you require.
b. If prompted to install Microsoft .NET Framework 4.6.1, click the Install button to confirm.
c. When prompted to uninstall the previous version of Modeler, click Yes to confirm.
d. On all Modeler Clients, complete the steps provided in
Performing a Client Only installation. Select the optional components you require.
3. Perform post-upgrade tasks:
a. Refer to Performing an Upgrade. Complete any post-installation steps that apply to your upgrade situation. At a minimum, this will involve upgrading models and profiles in models.
b. Use the License Manager Request Wizard to request a license file for the correct version of Modeler, with the correct number of license file for the correct version of Modeler, with the correct number of license for each component. Once the license has been received from PTC Support, configure Modeler to use the new license. Refer to
Working with a server-based floating license.
c. Install the latest Maintenance Release, if one has been released. Download the latest Maintenance Release from
PTC Support and follow instructions in its Release Notes.