Logging On as the Administrator
You can access your Windchill solution using a URL in a web browser.
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You will receive a welcome email containing the URL for your Windchill environment.
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The URL string follows this format:
https://<hostname>.ptcmscloud.com/Windchill
Use the temporary administrative user credentials provided in the welcome email. This user is a member of the Administrators group and has full control over all Windchill objects by default.
After logging on, a welcome page appears that highlights the main features of Windchill. This page appears each time you log on, unless you select the Do not show this page upon startup checkbox. You can access the welcome page any time by navigating to > > .
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• If you want an organization administrator to manage Windchill, create a second organization administrator. For more information, see Establishing Site Administrators.
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Home Page
Click the home
icon in the upper-left corner to view your
Home page. The
Home page is where users manage their daily work.
| While individual users can have their own customized Home pages, all site administrators share a single customized Home page. The site administrator’s Home page is displayed for all users who have not yet customized their individual Home page. |
Navigator
The Navigator on the left side of the page contains two tabs: Search and Browse.
Use the
Search tab to search for objects in Windchill by entering your own advanced search parameters or by using a saved or historic search. For more information, see
Windchill Searching.
Use the Browse tab to navigate to various contexts for which you have access, such as projects, products, or organizations. The contexts available in the Browse tab depend on the products you have installed at your site. The tab displays the following contexts:
• Site —Provides site administrators access to configure and manage the
Windchill system as a whole.
Site is visible only to site administrators. It is the context from which the initial administration activities are done.
• Organizations —Provides site and organization administrators access to manage organization contexts, including creating new organizations (site administrators only), managing groups and roles, access control, object initialization rules, preferences, and templates.
Organizations is visible to site and organization administrators only.
• Libraries —Provides users access to all libraries of which they are a member. In a library, team members can store and provide access to business information (such as in a document library) or can store and provide access to objects that are not related to a single product (such as in a common parts library). There are no out-of-the-box libraries. (
Windchill PDMLink only)
• Changes —Provides users access to all change objects for contexts of which they are a member. (
Windchill PDMLink or
Windchill ProjectLink installed with
Windchill PDMLink only)
• Projects —Provides users access to all projects of which they are a member. For each project, team members have access to the project information, project schedule, resources, and plan details. There are no out-of-the-box projects. (
Windchill ProjectLink only)
• Programs —Provides users access to all programs of which they are a member. A program is used to collect and manage the planning and execution of a set of projects. A program can be used for organizing projects, or it can contain a plan, documents, and teams. There are no out-of-the-box programs.
Programs is visible only if it is enabled at your site. (
Windchill ProjectLink only)
• Products —Provides users access to all products of which they are a member. For each product, team members manage all the information relevant to the design, manufacture, and support of a product. When only base data is installed, there are no out-of-the-box products. (
Windchill PDMLink only)
• Recently Visited —Displays your recently accessed contexts and workspaces.
Click anywhere on the Navigator bar to expand or collapse it. Click the Search or Browse links to open the Navigator to that tab.