Installing Windchill AI Assistant Plugin on SaaS Environment
This topic is intended for the Windchill+ Business Administrator.
The plugin can be installed as an additional component alongside Windchill. The deployment and updates of the plugin are managed by the Plugin Manager available in Windchill.
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The Windchill AI Assistant plugin is compatible with the Windchill version listed in the Supported Versions and Requirements.
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The plugin integrates with Windchill in a loosely coupled manner. This means that the plugin can be updated and maintained independently without affecting the core functionality of Windchill.
Authentication
The plugin is made available to the Business Administrator based on PTC SaaS Platform authentication. To view the Windchill plugin, you must be a Windchill Business administrator and have a PTC SaaS Platform account with access to the Windchill product. Follow these steps for the PTC SaaS Platform authentication:
1. Log in to your Windchill account as a Business administrator.
3. Enter your PTC SaaS Platform account credentials. You only need to provide your PTC SaaS Platform credentials once per session. After that, you can continue using the Plugin Manager without re-authenticating. However, re-authentication is required if the session expires.
In the Confirmation dialogbox:
◦ If you click No, you cannot view the list of newly available plugins or updated plugins. You will continue to see the installed list of plugins and their previous versions.
◦ If you click Yes, you will need to provide your PTC SaaS Platform credentials to proceed. After authentication, you can view the newly listed plugins and the updated versions of existing plugins.
After logging in with your PTC SaaS Platform credentials, you can view the list of available plugins. If the plugin does not appear, verify that your organization has been assigned the Windchill product in the PTC SaaS Platform. For more information, see Customer Onboarding to the PTC Cloud Portal and SaaS Platform.
Install Windchill AI Assistant Plugin
The Plugin Manager allows you to install and configure the available Windchill AI Assistant plugin.
When you click Plugin Manager, the Windchill Plugins table lists the latest versions of the available plugins from the PTC SaaS Platform storage in a table format. The row in the table displays the name, version, and status (Installed or Uninstalled).
Fields | Description |
|---|---|
Plugin Name | Indicates the name of the plugin. |
Installed Version | Indicates the installed version of the plugin. This field is blank if the plugin is not installed. |
Latest Version | Lists the latest available version of the plugin for installation. |
Description | Provides a short description of the available plugin. |
Last Modified | Indicates the date on which the plugin was last modified. |
Plugin Status | Indicates whether the plugin is installed. |
Plugin Server | Indicates the status of the plugin server—whether it is operational and running or down. This field is blank if the plugin is not installed. |
To install the plugin, right-click the plugin, and then select Install Plugin from the context menu.
Once the plugin is installed, a success message appears. This marks the end of the plugin installation. No further steps are required.
After installing the plugin, the Windchill AI Assistant tab appears in the Navigator pane.
After completing the plugin installation, configure the plugin. For more information, see Configuring Windchill AI Assistant Plugin on SaaS Environment.
Update Windchill AI Assistant Plugin
The Update Plugin action is available once the latest version of the plugin is available. To update the plugin, right-click the plugin and click Update Plugin. The plugin version is automatically updated.
Once the latest version of the plugin is updated on the PTC SaaS Platform, and in the Windchill Plugins table, you can see the new version number of the plugin. For example, if you previously installed version 2026.0.0.2, and version 2026.0.0.3 is now available on the PTC SaaS Platform. The Latest Version column of the Windchill Plugins table displays the 2026.0.0.3 version.