Setup Required Before Installing the Windchill AI Assistant Plugin for SaaS Environment
This topic is intended for administrators setting up the Windchill+ system.
About a Windchill Product Instance
A Windchill product instance represents a single deployment of the Windchill system, such as a production, development, or test environment. Each instance must be registered uniquely, which provides the required credentials (client id and secret key) for secure integration with other services, such as the AI plugin. When configuring the AI plugin, these credentials ensure proper authentication for the specific product instance.
Based on the product instance, the plugin ensures that indexed data is properly segregated across all product instances.
Register a Windchill Product Instance
You can install and download plugins from Plugin Manager after authenticating with your PTC SaaS Platform account credentials. Once authenticated, you can view the list of available plugins on the Windchill Plugins page and install the required ones. However, before configuring any plugin, you must first register a Windchill product instance.
For more information, see Register a Windchill Product Instance.
To use the Windchill AI Assistant plugin, you must register the machine or virtual machine on which Windchill is installed.
1. Sign in to the PTC Admin Center and select your organization.
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You must be a member of the Windchill product for the selected organization.
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2. In the left navigation pane, select Products. If you belong to multiple products, their cards appear. If you are a member of a single product, only that product card is displayed.
3. In the right pane, on the Windchill product card, click Manage.
The Windchill product page opens.
4. Go to the Windchill Product Instances tab and click Register.
5. Provide the Instance Name and Instance URL in the Register Windchill Product Instance dialog box and then click Register.
A message is displayed confirming that the Windchill product instance is registered and the Connection Details tab on the instance page is displayed, as shown in the following image.
The Connection Details tab contains the necessary credentials required to configure OAuth 2.0 using the Client Credentials flow.
◦ Client ID—A unique identifier for your application, used during authentication to request an access token. Ensure that you copy and store the ID securely.
◦ Secret Key—A secure string used together with the Client ID to obtain an authentication (JWT) token. This key is generated by default. Ensure that you copy and store the key securely.
| | You must provide the Client ID and Secret Key when configuring the Windchill AI Assistant plugin on Windchill+ installations. |
◦ Audience—Specifies the intended recipient (resource URI or server) of the access token. This value is based on the product selected during setup.
◦ Grant Type—Indicates the method used to obtain access tokens for accessing protected resources.
◦ Windchill Product Instance ID—Specifies the unique identifier for the Windchill product instance to authenticate requests with PTC. Ensure that you copy and store the ID securely.
The connection details are used to establish a secure connection that allows services to access data in the Windchill product instance. These details are available only after Windchill AI capabilities are enabled. If the capabilities are not enabled, the connection details are not available.
The Windchill AI is enabled by default, as shown in the Details tab of the instance.
To edit a registered product instance, see Edit a Windchill Product Instance section in Register a Windchill Product Instance.