PTC FlexPLM Fundamentals
Overview of PTC FlexPLM
Navigation
Buttons
Frames
Header
Side Navigation Bar
Site Tab
Product Tab
Home Page
Page Navigation
Product Page
Common Elements and Functions
Action Menus
Clipboard
Date Fields
Hot Keys
Icons
List Boxes
Pop-Up Windows
Tables
Emailing Content
Text Editors
Exporting Content
Hiding and Showing Content
Search
Quick Search
Search Criteria
Search Results
Views
Filters
Default Views and Filters
Naming Views and Filters
Advanced Product Creation
Copying Individual Products
Copying Products from the Line Sheet
Copying Products from the Product Pages
Viewing Copied Products
Using the Copy / Link Product Page
Header Section on the Copy / Link Product Page
Copy / Link To Section on the Copy / Link Product Page
Placeholder Section on the Copy / Link Product Page
Product Options on the Copy / Link Product Page
Using the Copy / Link Product: Product Attributes Page
Using the Copy / Link Product: Product-Season Attributes Page
Data Synchronization
Copying Multiple Products
Copying Product Content Using the Clipboard
Copying Product Content to the Clipboard
Using Clipboard Content
Viewing and Removing Clipboard Content
Linking Products
Linking Individual Products
Linking Multiple Products
Linking Relationship Types
Updating Linked Products
Removing Product Links
Linked Products and the Line Sheet
Working with Product Components
Viewing Linked Specifications and Components
Viewing Linked Specifications and Components from the Specifications Summary Page
Viewing Linked Specifications and Components from the Product Relationships Page
Viewing Linked Specification Components from Individual Component Pages
Viewing Linked Specification Components from the Product Component Report Page
Linking Product Components
Updating Linked Specification Components
Removing Component Links
Synchronizing BOMs
Exporting Linked Specification Components
Bill of Materials
About the Bill of Materials
The Globalized Value Chain
Examples of Activities and Functional Groups in a BOM
BOM Components
Creators of BOMs
Special Considerations Leading to Variations in a BOM
Causes of Changes to a BOM
Items Affected by BOMs
Impact of the BOM on Processes
Impact of the BOM on Roles
How the BOM Object Exists
Variations and Overrides
Single BOM vs. Multiple BOMs
Overview of the BOM Functionality
Before You Begin
Viewing, Creating, and Updating the BOM
Accessing the BOM
Accessing the BOM from the Libraries Folder
Accessing the BOM from the Favorites Folder
Accessing the BOM from the Quick Links Folder
Viewing the BOM
Filters in the View BOM Window
Action and Information Icons
Function Icons
Comparing BOMs
Creating the BOM
Working in the BOM Editor
Functions of the Edit BOM Page
Filters in the BOM Editor
Filtering Colorways
General Function Buttons
BOM Function Icons
Working with Sections
Expanding and Collapsing Sections
Hiding and Showing Columns
BOM Section Icons
Cutting, Copying, and Pasting Between Sections
Clearing BOM Content
Hot Keys in the BOM Editor
Adding Components to the BOM
Adding Materials
Adding Colors
Adding Complex Materials
Variations and Overrides
Variations
Creating Variations
Viewing Variations for Editing
Overrides
Simplifying the Creation of an Override
Working with Overrides
Creating Colorway Overrides
Colorways Columns
Colorways Rows
Material and Supplier Overrides for Colorways
Creating Single Variation Overrides
Creating Combination Overrides
Creating Non-Product Level Overrides
Verifying Overrides
Exporting the BOM
Exporting to PDF
Exporting to Excel and CSV
Calendars
Comparing Calendars and Using Dashboards
Using Calendars with Lifecycle and Workflow Processes
Calendar Templates
Object Model
Initiating a Calendar Instance
Managing Tasks in a Calendar Instance
Starting and Completing Tasks
Change Tracking
Working with Tracked Changes
Change Events and Change Event Details
Tracked Changes Indicator
Specifying the Changes Since Date in the PTC FlexPLM Header
Viewing Tracked Changes in the Side Navigation Bar
Viewing Product Changes in the Line Sheet
Viewing Tracked Changes from the Product History Page
Viewing Change Event Details
Including a Tracked Changes Report in a Tech Pack
Tracked Objects
Tracking Bill of Material Changes
Tracking Colorway Changes
Tracking Construction Set Changes
Tracking Cost Sheet Changes
Tracking Image Page Changes
Tracking Measurement Set Changes
Tracking Product Changes
Tracking Source Changes
Tracking Specification Changes
Costing
Multiple Cost Sheets
Viewing Cost Sheets
The Cost Sheet List Tab
Individual Cost Sheet Tabs
Creating Cost Sheets
Updating Cost Sheets
The Update Product Cost Sheet Page
Changing Cost Sheet Designations
Copying Cost Sheets
Recalculating Cost Sheets
Deleting Cost Sheets
Costing From the Line Sheet
Viewing Cost Sheets from the Line Sheet
Using Views to Display Cost Sheets
Displaying Active and What If Cost Sheets
Viewing Colorway-Level Cost Sheets
Working With Cost Sheets from the Line Sheet
Viewing Sourcing
Recalculating Costs
Changing Primary Sources
Dashboard Definition
Creating Dashboard Definition
Managing Dashboard Definition
Discussions
Using Tables
Using Actions
Creating Topics
Creating Comments
Posting Draft Comments
Editing Topics
Closing or Deleting Discussions
Subscribing to Discussions or Topics
Line Sheet Management
Line Sheet Viewer
Creating Specifications from the Line Sheet
Working with Filter Options in the Line Sheet
Working with View Options in the Line Sheet
Working with Season Groups in the Line Sheet
Editing the Line Sheet
Working with the Freeze Pane Function
Displaying Information in the Freeze Pane View
Selecting Rows in the Freeze Pane View
Sorting Information in the Freeze Pane View
Filtering Items in the Freeze Pane View
Performing Mass Changes in the Freeze Pane View
Editing Cells in the Freeze Pane View
Working with Primary Materials
Administering Primary Materials
Setting a Primary Specification for a Season
Setting a Primary BOM for a Specification
Setting a Primary Material within a BOM
Viewing Primary Materials
Copying or Moving Products
Colorway Management Overview
Administering Colorway Manager Properties
Managing Season Colorways
Using the Colorway Manager
Removing Products and Colorways from the Line Sheet
Exporting the Line Sheet Viewer
Running the Change Report for a Season
Material Color Management
Searching the Material Color Library
Searching Simple Materials
Searching Complex Materials
Searching by Complex Material Component
Searching When a Color is Already Selected
Viewing Material Color Details
Creating a Material Color
Comparing Materials and Material Suppliers
Comparing Multiple Materials
Comparing Multiple Material Suppliers
Materials Tracker
Materials Tracker Functionality
Finding a Materials Tracker
Materials Tracker Information on the Where Used Page
Adding a Materials Tracker to Favorites
Creating a Materials Tracker
Editing Materials Tracker Details
Deleting a Materials Tracker
Working with the Materials Tracker Dashboard
Accessing the Materials Tracker Dashboard
Materials Tracker Actions on the Details Tab
Editing the Materials Tracker Dashboard
Using Views and Filters on the Materials Tracker Dashboard
Using Options on the Materials Tracker Dashboard
Vendor Access to the Materials Tracker
Exporting the Materials Tracker Dashboard
Working with Materials, Material Suppliers, and Material Colors within a Materials Tracker
Creating Materials within a Materials Tracker
Creating Material Suppliers for a Single Material within a Materials Tracker
Creating Material Suppliers for Multiple Materials within a Materials Tracker
Creating Material Colors for a Single Material Supplier within a Materials Tracker
Creating Material Colors for Multiple Material Suppliers within a Materials Tracker
Adding Existing Materials, Material Suppliers, and Material Colors to the Materials Tracker Dashboard
Adding Materials, Material Suppliers, and Material Colors to Multiple Materials Trackers
Carrying Over Materials, Material Suppliers, and Material Colors Using the Carry Over Function
Carrying Over Materials, Material Suppliers, and Material Colors Using the Carry Over To Function
Moving Materials, Material Suppliers, and Material Colors Between Materials Tracker Dashboards
Removing Items from a Materials Tracker
Copying Materials, Material Suppliers, and Material Colors within a Materials Tracker Dashboard
Managing Calendars for Materials Trackers
Viewing Calendars and Calendar Tasks for Materials Trackers
Initiating a Calendar for a Materials Tracker
Associating Material Tracker Calendar Tasks to Materials, Material Suppliers, or Material Colors
Measurements
Creating and Managing Measurement Libraries
Creating and Managing Points of Measure
Creating and Managing Measurement Templates
Creating and Managing Grade Rule Templates
Viewing Measurement and Grade Rule Templates
Actions List for Viewing Measurement and Grade Rule Templates
The View Measurement Template Page
The View Grade Rule Template Page
Measurement and Grade Rule Template Images
Measurement Libraries—Where Used
Viewing, Creating, and Updating Product Measurement Sets
Product Sizing
Product Measurement Sets
Viewing Product Measurement Sets
Controlling the Measurement Set Table Display
Viewing Attributes of Product Measurement Sets
Viewing and Updating Product Measurement Set Images
Viewing Associated Specifications of Product Measurement Sets
Creating New Product Measurement Sets
Creating Product Measurement Sets from Existing Sets
Updating Product Measurement Sets
Copying Product Measurement Sets
Deleting Product Measurement Sets
Additional Actions for Product Measurement Sets
Debugging Product Measurement Sets
Updating POM Images in Product Measurement Sets
Working with the Measurement Editor
Measurement Editor Page Layout
Measurement Editor Page: Header Buttons
Measurement Editor Page: Attribute Boxes
Working with the Measurement Table Editor
Buttons in the Measurement Table Editor
Points of Measure in the Measurement Table Editor
Sizes in the Measurement Table Editor
Fraction Help in the Measurement Table Editor
Icons in the Measurement Table Editor
Hot Keys in the Measurement Table Editor
Highlighting Rows in the Measurement Table Editor
Actions in the Measurement Table Editor
Entering Grade Rules in the Measurement Table
Entering Null Values in the Measurement Table
Additional Measurements Functionality
Palettes
Palette Associations
Sub Palette Associations
Navigating to a Palette
Creating a Palette
Adding Colors to a Palette
Adding Materials to a Palette
Adding Material Colors to a Palette
Creating a Sub Palette
Planning
Navigating to a Plan
Creating a Plan
Updating a Plan
Exporting a Plan
Generating Placeholders from a Season Plan
Samples
Filtering Samples
Samples List and Comments
Details Tab
Creating Samples
Requesting Material-Color Samples from a Palette
POM and Measurement Set Updates
Exporting Fit Information
Samples Search
Selecting Image Page Types
Sample Type Hierarchy
Sample Request Types
Delta Value Display
Auto Create a New Sample or Sample Request Based on Status
Configuring Attributes to Use the Auto Create Sample or Sample Request Based on its Status Functionality
Configuring FlexPLM Property Entries to Use the Auto Create Sample or Sample Request Based on its Status Functionality
To Enable and Configure the Auto Creation of a Sample or Sample Request Based on its Status
Naming Convention if New Request Gets Created
Auto Populate Sample Due Date on Material Sample Type
Configuring FlexPLM to Use the Auto Populate Material Sample Due Date Functionality
Configuring Attributes in FlexPLM
Enable and Configure Auto Populate Sample Due Date on Material Sample Functionality
Season Dashboards
Accessing the Dashboards
Dashboards Page
View Options
Tasks Columns
Totals Table
Task Colors
Incomplete Products or Colorways
Complete Products or Colorways
Status Colors
Status Totals
Plug-ins
Set and Update
Reverse
Using Multiple Plug-ins
Size Definitions and Colorway-Size Variations
Size Definition Templates
The Size Definition Library
Accessing Size Definition Templates
Creating Size Definition Templates
Viewing Size Definition Templates
Updating Size Definition Templates
Deleting Size Definition Templates
Viewing Where Used Information for Size Definition Templates
Product Size Definitions
Accessing Product Size Definitions
Creating Product Size Definitions
Viewing Product Size Definitions
Updating a Single Product Size Definition
Updating Multiple Product Size Definitions
Adding Existing Product Size Definitions to Seasons
Removing Product Size Definitions from Seasons
Copying, Moving, and Carrying Over Product Size Definitions
Exporting the Product Size Definition Table
Deleting Product Size Definitions
Colorway-Size Variations
Accessing Colorway-Sizes
Automatic Creation of Colorway-Sizes
Viewing Colorway-Sizes
Including Additional Colorway-Size Variations
Active and Inactive Colorway-Sizes
Viewing Active and Inactive Colorway-Sizes
Activating and Deactivating a Single Colorway-Size
Activating and Deactivating Multiple Colorway-Sizes
Updating a Single Colorway-Size
Updating Multiple Colorway-Sizes
Copying, Moving, and Carrying Over Colorway-Sizes
Exporting the Colorway-Size Table
Automatic Deletion of Colorway-Sizes
Tech Pack Generation
Generating a Tech Pack from the Line Sheet
Generating a Tech Pack from the Specifications Summary or Materials Page
Generating Tech Packs with Linked Components for BOM Reports
Tech Pack Output
Saving Tech Pack Output as Associated Documents
Valid Documents for Tech Pack Generation
Including Documents and Parts in Single Tech Packs
Including Documents and Parts in Multiple Tech Packs
Including the Tracked Changes Report
Report Options in Tech Packs
Asynchronous Tech Pack Generation
Administering Document Inclusion in Tech Pack Generation
Specialized User Capabilities
CAD Data Management
Associating CAD Documents to Products
Associating CAD Documents to Specifications
Exporting CAD Drawings Associated to Specifications
Part Structures
Associating Parts to Products
Searching for Parts
Associating a Part to a PTC FlexPLM Product
Viewing Part Data
Using Parts in a BOM
Configuring Parts in a BOM
Displaying Parts in a BOM
Adding and Removing Parts in a BOM
Tracking Changes
Associating Parts to Specifications
Viewing Parts Table in Specification
Viewing Specification to Part Values
Updating Specification to Part Values
Version Control
Version Control for Documents
Enabling Version Control for Documents
Associating Document Versions
Copying Objects with Associated Documents
Deleting Associated Document Versions
Analyzing Where Documents are Used
Version Control for Revisable Entities
Enabling Version Control for Revisable Entities
Linking to Versions of Revisable Entities
Deleting Revisable Entity Versions
Analyzing Where Revisable Entity Versions are Used
Administration
Access Control Rules for PTC FlexPLM
Creating Rules in the RFA Library Domain
Retail Profile
Applying Rules in the Policy Administration Utility
Synchronized Type Sets
Background Process Queues
Filters and Views
Revise Access for Retail Documents
Modify Access for Retail Documents
Download Access for Retail Documents
Revisable Entities
Material Library
Change State
Change Team
Examples of Use Cases
Advanced Product Creation Administration
Advanced Product Creation Property Settings
Relationship Type Property Settings
Available Product Options
Enabling Copy of Individual Product Options
Creating a Relationship Type
Specifying Default Relationship Types
Defining the Edit Option
Specifying Link Relationships
Defining Familial Relationships
Defining a Relationship Type
Defining Attribute Transfer Values
Defining Attribute Value Linking
Additional Property Settings That Influence Relationship Type Behavior
Clipboard Property Settings
Deep Copy Property Settings
BOM Synchronization Default Mapping
Business Administrative Change Promotion
Change Tracking Administration
Change Tracking Attributes and Business Objects
Change Tracking Property Settings
Change Tracking XML Configuration
Configuring the Change Tracking Plug-In
Change Tracking Customizations
Costing Administration
Managing Cost Sheets
The Cost Sheet Hierarchy
Cost Sheet Hierarchy Relationships
Working with the Type and Attribute Management Utility for Cost Sheets
Associating Cost Sheet Types to Products
Cost Sheet Attributes
Viewing Attributes on the Product Costing Page
Costing Property Settings
Enabling Sourcing Configurations
Enabling Cost Sheets
Enabling Multiple Cost Sheets
Default Name of the Primary Cost Sheet
Displaying Cost Sheets in the Cost Sheet List Tab
Defining Who Can Recalculate Cost Sheets
Specifying Which Cost Sheets to Recalculate
Enabling and Disabling Cost Sheet Comparisons
Costing and the Bill of Materials
Copying Cost Sheets Administration
Exporting the Cost Sheet
Cross-Site Request Forgery
Cross-Site Request Forgery Prevention
Configuring Cross-Site Request Forgery Protection
Troubleshooting Cross-Site Request Forgery Issues
Custom Access Validators
Date Format Administration
ImageMagick for PTC FlexPLM
Audience
Environments
Downloading the Software
Installing and Configuring the Runtime Environment
Windows Platform
Installing GPL Ghostscript
Installing Ghostscript Fonts
Installing ImageMagick
Unix Solaris 10
HP-UX Platform
AIX Platform
Linux
Configuring FlexPLM to Use ImageMagick
Properties for Enabling the Image Generation Feature
Configuring FlexPLM for Image Generation
Asynchronous Image Conversion
Benefits of Asynchronous Image Conversion
Overview of Asynchronous Image Conversion
Configuring FlexPLM for Asynchronous Image Conversion
Measurements Administration
Managing Measurements
Measurements Hierarchy
Measurements Types and Attributes
Measurements Property Settings
System-Wide Property Settings
Measurements Library Property Settings
General Template and Set Property Settings
Measurement Template Property Settings
Grade Rule Template Property Settings
Product Measurement Set Property Settings
Measurements Navigation Property Settings
Property Settings in PTC FlexPLM
System-Wide Property Settings in PTC FlexPLM
Bill of Materials Property Settings
CAD Data Property Settings
Discussions Property Settings
Image Property Settings
Material and Color Property Settings
Materials Tracker Property Settings
Search Property Settings
Tech Pack Property Settings
OData Web Services
Accessing REST APIs in OData
Supported Types in OData
Supported Operations for Typed Instances in OData
Supported Query Options in OData
Special Character Encoding in OData
Identifying Object Instances in OData
Reference Attribute Types in OData
Calculated Attributes in OData
Attribute Constraints in OData
Using Filters in OData
Querying Instances on Subtype Attributes in OData
Creating and Updating Instances on Subtypes in OData
Resource Paths in OData
Enabling Navigation Between Entities in OData
Compliance Matrix for OData
Size Definition and Colorway-Sizes Administration
Size Definition Types and Attributes
Size Definition Property Settings
Constraining Product Types to Size Definition Types
Colorway-Size Types and Attributes
Colorway-Size Property Settings
Colorway-Size Relationships
Constraining Product Types to Colorway-Size Types
Working with the Type and Attribute Management Utility
Defining Your System’s Types and Attributes
Type and Attribute Management Permissions
View and Edit Modes
Managing Types
Types in PTC FlexPLM
Property Value Inheritance
Creating a New Subtype
Deleting a Type
Synchronized Types
Synchronized Attributes
Localizing Property Values
User Interface Limitations
Type Information Page
Attributes Tab
Creating a New Attribute
Supported Data Types
Out-of-the-Box Attributes Supported by PTC FlexPLM
Attributes Available on All PTC FlexPLM Types
Derived String, Derived Numeric, and Calculated Attribute Comparison
Formulas
Graphical Attributes
Hyperlink Attributes
Attribute Properties Reference
PTC FlexPLM Attributes Reference
Care/Wash Images Attributes
Color Choice Attributes
Composite Attributes
Object Reference and Version Reference Attributes
Unit of Measure Attributes
Mapped Attributes
Logical Attributes Report
Accessing the Logical Attributes Report
Logical Attributes Report
Deleting an Attribute
Viewing and Setting Attribute Visibility
Setting Attribute Properties
Managing Attribute-Based Security Rules
Layouts Tab
Viewing an Attribute Layout
Creating a New Attribute Layout
Editing Attribute Layouts
Editing an Attribute Group
Conflict Resolution for Inherited Attribute Groups
Adding a Reusable Table to an Attribute Layout
Adding an Image to an Attribute Layout
Adding a Nested Group
Deleting a Layout Element
Deleting an Attribute Layout
Breaking Layout Inheritance for PTC FlexPLM Subtypes
Attribute Group Visibility Rules
Cascading Attributes Tab
Cascading Attributes Rules Example
Enumerations and Cascading Attribute Rules
Creating a New Cascading Attribute Rule
Editing a Cascading Attribute Rule
Editing a Cascading Attribute Rule Condition
Attribute Set Report
Running the Attribute Set Report
Finding and Addressing Warning Conditions in the Attribute Set Report
Refreshing the Attribute Set Report
Constraints and the Attribute Set Report
Inherited Rules
Circular Dependencies
Attribute Information Page
Default Values Tab
Visibility Tab
Constraints Tab
Adding a New Constraint
Enabling and Disabling a Constraint
Deleting a Constraint
Editing Constraint Data
Enumerated Value List Constraints
Adding an Enumerated Value List — Use Existing Global Enumeration
Adding an Enumerated Value List — Create New Enumeration Based On Global Enumeration
Adding an Enumerated Value List — New Enumeration For This Attribute
Attribute Constraint Rules
Edit Constraint Window
Managing Global Enumerations
Enabling Enumeration Access for Non-Administrative Users
Creating a New Enumeration Organizer
Viewing and Editing Enumeration Organizers
Deleting an Enumeration Organizer
Creating a New Enumeration
Viewing and Editing Enumerations
Deleting an Enumeration
Creating a New Enumeration Entry
Viewing and Editing Entry Properties
Deleting an Entry
Managing Measurement Systems
Managing Quantities of Measure
Managing Exports
Exporting Calendars
Exporting Filters and Views
Exporting Teams
Exporting Groups
Exporting Type Instance Data
Supported Types for Export
Exporting Line Sheet Data
Importing Type Instance Data and Line Sheet Data
FlexPLM Attribute List
Type and Attribute Management Command-Line Tools
Exporting and Importing Type Information
Domain Prefixes in Type Names
Exporting Types
Creating an Export Definition File
Exporting All Attribute-Based Security Rules
Exporting Attribute-Based Security Rules for a Specific Type
Exporting Attribute Group Visibility Rules
Exporting Global Enumerations
Importing Types and Global Enumerations
Enabling Logging for Imports
Importing Attribute-Based Security Rules
Importing Attribute Group Visibility Rules
Adding Columns to Types
Running the AddColumns Tool
Common AddColumns Tool Usage Scenarios
Manual Execution of the AddColumns Tool After Installation Requires Rebuilding Client Jars
Setting a Larger Database Column Size for String Local Attributes
AddColumns Report and Addressing Warnings
Example: Allocating Additional Columns for a Type
Using the TypeAttributeMoveTool Utility
Defining Custom Properties for Enumeration Entries
Creating or Updating Custom Property Definitions on Enumeration Entries
Creating, Updating, or Deleting a Property Using a Load File
Verifying the Custom Property Display Value
Deleting Custom Property Definitions for Enumerated Entries
Custom Property Examples
Creating Database Views
Vendor Portal Administration
Setup and Configuration
Groups and Users
Vendor Objects
Linked Objects
Document Security
Enabling the Use Cases
Vendor Access to Seasons, Colorways, and Products
Use Cases
Document Search
Document Access
Materials
Order Confirmation
Products
Quotes and Samples
Troubleshooting
Vendor Portal Property Settings
Attribute Configuration
Vendor Object References
Firewall/Proxy/VPN Access
Installation and Upgrade
Installing and Configuring PTC FlexPLM
Introduction, Prerequisites, and Conventions
Windchill Releases
Updating Information from Windchill
Prerequisites
Configuring the Default Life Cycle (Required)
File Structure Changes
Conventions
Creating a New Installation of PTC FlexPLM
Planning an Update
Update Paths
Creating an Effective Update Team
Creating an Update Plan
Best Practices for the Update Process
Loading and Configuring PTC FlexPLM
Extracting PTC FlexPLM to the System
Installation
Additional Configuration for Nonstandard Installations
Configuring the Web Server
Configuring the Servlet Engine
Deploying the PTC FlexPLM Help Center
Creating Database Tables, Views, Sequences, and Base Data
Using a Windchill Context Other Than /Windchill
Changing the PTC FlexPLM Context
Enabling Discussions in PTC FlexPLM
Updating PTC FlexPLM
Configuring PTC FlexPLM
Merging Client Overrides (Required)
Configuring and Administering Windchill Index Search (SOLR)
Prerequisites for Windchill Index Search (SOLR)
Verification Steps
Administration User Interface
Query Testing
WIS Indexing Properties
Modifying Configuration Files for Development, Testing, and Production
Configuring Exception Handling
Configuring the Location to Save Thumbnails
Configuring the Thumbnail Location on Unix-Based Systems
Configuring the Thumbnail Location on Windows-Based Systems
Configuring PTC FlexPLM for Cluster Configuration and Multiple PTC Embedded Servlet Engine Instances
LoadBalancer and Multiple Servlet Engine Configuration
Installing PTC FlexPLM on an Existing Windchill PDMLink Multi-Node Cluster
Configuration of Property Files for Windchill PDMLink and PTC FlexPLM Clusters
Proxy Configuration Examples
Modifying a CAD Author Profile for Use with PTC FlexPLM
Enabling User Access to PTC FlexPLM through Team Membership
Adding Members to the Library Team
Using the Retail and PDMUsers Groups
Change Default PTC FlexPLM Object Column Sizes
Minimum Memory Configuration Settings
Creo View Installation and Configuration
PTC FlexPLM Server
Client/End User
Role-Based Homepage Configuration
Creating Role-Based Home Pages
Configuring Filters for Components
Previous PTC FlexPLM Home Page with No Role-Based Profiles Enabled
Default PTC FlexPLM Page Displayed with No Profiles Defined
Example: Out-of-the-Box Sourcing Manager Profile Displayed
Sample XML
Exporting Users and Groups
Prerequisites
Exporting Groups to Load Files
Exporting Users and Groups from LDAP
Loading Groups into the Database
Importing Users, Groups, and Group Memberships into LDAP
Using the Windchill DS Control Panel
Post-Upgrade System Considerations
Thumbnail Storage Location
PTC FlexPLM Access Log
Upgrading to the Latest Version of PTC FlexPLM
Upgrade Steps for PTC FlexPLM
Preparing to Upgrade
Assumptions and Prerequisites for Upgrading
Obtaining Required CD Images, Patches, Windchill Diagnostic Utility Patches, and FlexPLM Diagnostic Utility Patches
Setting Properties to Control Inactivity and Overall Timeout
Setting Properties to Optimize Cache Sizes
Using Modeled Sequences
Pre-Upgrade Steps for Windchill with PTC FlexPLM
Post-Upgrade Steps for Windchill with PTC FlexPLM
Recreating Database Views
Upgrading Customizations and Pre-Upgrade Considerations
Customization Considerations
Custom Resource Files
Custom.lcs.properties File
Thumbnail Storage Location
Database
Help Center
Other Considerations
Vendor Portal
CAD Data Management
Regenerating Type-Level Database Views
Upgrading Workflow Process Templates
Determine the Upgrade Impact for Existing Templates
Prepare for Upgrade
Perform the Upgrade
Post-Upgrade Steps
Documentation Resources
PTC FlexPLM Documentation Resources
Windchill Documentation Resources
Help Center Help
About the PTC FlexPLM Help Center
Using the Help Center
Using Search
Product Support
Customer Support Guide
Documentation for PTC Products
Professional Services
Technical Support
Software Copyright
PTC FlexPLM Fundamentals
Software Copyright