Welcome to the Windchill 13.0.2.0 Help Center
What’s New
Windchill
13.0.2.4
Business Administrative Change
Supporting Import and Export of Visualization Configuration
License
Improved License Coverage for Part Structure
Windchill REST Services
Framework and General Capabilities
WRS Supported API Change Report
Dynamic Document Management Domain
Manufacturing Process Management Domain
Product Management Domain
Visualization Domain
Windchill Quality Management Solutions
Enhancements to Regulatory Submissions (Med Device)
13.0.2.3
Windchill REST Services
Framework and General Capabilities
13.0.2.2
Windchill Quality Management Solutions
Customizations in Regulatory Submissions (Med Device)
13.0.2.0
Deployment and Configuration
Media Overview
Preferences and Properties
Support for Content Security Policy in ThingWorx
Support for Special Characters for Database and Application User Password
Apache Tomcat 10.x Support
Selective Access to Monitoring Pages
OpenID Connect Support for Authentication
Audit Report for Queue Actions
Implementation of Client Credential Grant Type in PingFederate
Windchill REST Services Integrated with Windchill
Business Administrative Change
Support for Deleting Rule Sets Using the Delete Loader in a CCD Package
Support for Task Form Template Object Type
CAD Data Management
Control the Default Filter to be used for New Workspace
Out of Date Status Uses the Part’s View to Determine the Latest Iteration
Change Management
Enhancements in the Change Summary Reports
Enhancements in the Redline
Pre-Upgrade Check to Ensure that the Windchill System is in Flexible Mode
Use of Legacy Link is Terminated
Configurable Products
Configuring Multiple Variants for Advanced Selection Logic
Customization
Windchill Customization Using Windchill REST Services (WRS)
File Vaulting and Replication
Support for Windchill File Vaults to Use Amazon EFS File System
License
Improved License Coverage
License Usage Data: Support Case for Exemption
PTC License Management Application
MPMLink
Enhancement to the Edit Multiple Standard Control Characteristics Action
Generating and Updating Mass Downstream mBOMs
Generated Process Plans
Routing Plan Object
Navigating the User Interface
Sharing Links in Windchill
Part Structure
Occurrences for Non-Each Part Usages
Where Used Information for a Part
Projects and Programs Management
Incorporated Rich Text Editor in Comments
Service Information Management
Enhancement in the Display of Callouts
Visualization
Deprecation of the Worker Configuration Option Execute Locally
Improved Performance with Windchill Structure Visualization
Windchill Enterprise Systems Integration
Publishing Production Versions
TIBCO Business Works Version Support
Windchill Quality Management Solutions
Customizations in Regulatory Submissions (Med Device)
Enhancements to Regulatory Submissions (Med Device)
Windchill REST Services
Framework and General Capabilities
WRS Supported API Change Report
Document Management Domain
Manufacturing Process Management Domain
Navigation Criteria Domain
Regulatory Master Domain
Archived Release Notes
Summary of Changes for Windchill REST Services 2.7.1
SPR Fixes in Windchill REST Services 2.7.1
Summary of Changes for Windchill REST Services 2.7
SPR Fixes in Windchill REST Services 2.7
Summary of Changes for Windchill REST Services 2.6.1
SPR Fixes in Windchill REST Services 2.6.1
Summary of Changes for Windchill REST Services 2.6
SPR Fixes in Windchill REST Services 2.6
Summary of Changes for Windchill REST Services 2.5.1
SPR Fixes in Windchill REST Services 2.5.1
Summary of Changes for Windchill REST Services 2.5
SPR Fixes in Windchill REST Services 2.5
Summary of Changes for Windchill REST Services 2.4.1
SPR Fixes in Windchill REST Services 2.4.1
Summary of Changes for Windchill REST Services 2.4
SPR Fixes in Windchill REST Services 2.4
Summary of Changes for Windchill REST Services 2.3
Summary of Changes for Windchill REST Services 2.2.1
Summary of Changes for Windchill REST Services 2.2
Summary of Changes for Windchill REST Services 2.1.1
Summary of Changes for Windchill REST Services 2.1
Summary of Changes for Windchill REST Services 2.0
Summary of Changes for Windchill REST Services 1.7
Summary of Changes for Windchill REST Services 1.6
Summary of Changes for Windchill REST Services 1.5
Summary of Changes for Windchill REST Services 1.4
Summary of Changes for Windchill REST Services 1.3
Summary of Changes for Windchill REST Services 1.2
Summary of Changes for Windchill REST Services 1.1
Deprecated APIs & Functionalities
Deprecated APIs
Deprecated Interfaces
Deprecated Classes
Deprecated Fields
Deprecated Methods
Deprecated Constructors
Deprecated Enum Constants
13.0.1.0
Deployment and Configuration
Media Overview
Preferences and Properties
HTTP/2 Support for Windchill VM Deployment
Business Administrative Change
Deprecated DeleteBusinessRuleObjects Command
Support for Context Template Object Type
CAD Data Management
Configure Default CheckIn Comment for CAD Documents
Using the Specific As Stored Configuration in Filters
Change Management
Restructured Change Management Administration Help Center Topics
Change Notice Workflow Template Updated
Change Task: Changed Behavior When Setting the Default Organization ID
Deprecated Legacy Links
Deprecated Multiple Release Targets Preference
Enhancements in the Effectivities
Customization
Restructured Customization Change Management Help Center Topics
Data Management Capabilities
Export to XLS: Support Deprecated
MPMLink
Enhancements to Support for Cascading Attributes
Editing Multiple Standard Control Characteristics Attributes in Process Plan Browser
Enhancements to the Generate Downstream Structure Action
Generating Manufacturing Information Using NC-XML Files
Plan Management
Existing Bryntum Gantt Viewer Replaced with New Gantt Viewer Component
Service Information Manager
Include Existing Translations in the XLIFF File
Post-Publishing Documents in Multiple Languages
User Interface Modernization
User Interface (UI) Modernization
Visualization
Securely Execute Script on Remote Worker Host
Windchill Enterprise Systems Integration
Publishing Operations
Windchill Quality Management Solutions
Creating Promotion Requests for Regulatory Submissions
Deprecation of the eMDR Sample
Managing Table Data While Editing a Regulatory Submission
Regulatory Submission Processor Interface
UDI Super Set Enhancements
Deprecated APIs & Functionalities
Deprecated APIs
13.0.0.0
Deployment and Configuration
Media Overview
Preferences and Properties
Installation: PSI Failure Log Analysis
Arbortext Content Manager
Support Deprecated for Arbortext Content Manager
Business Administrative Change
Support for Business Rule Object Type — Rule Sets
Support for Report Object Type
CAD Data Management
Configuring The Naming Service
New Action to Open the Owner Associated CAD Doc in the CAD Tool
Support for Filtered Structure Subsets Using Native Partial Open in CAD Tools
Customization
Persistent Data Service (PDS) Improvements
Secure Configuration for Property Visibility
Licensing
Licensing: Improved License Coverage
MPMLink
Updates to Reconciliation
Report Management
Dedicated Queue for Jasper Report Scheduling
Exporting Jasper Reports in XLSX Output Format
Service Information Manager
Allow Save As Action to the Windchill Base License and Author License Profiles
Enhancement to the Where Used in Service Structures Table
Type and Attribute Management
Enhancements to Support for Cascading Attributes
Support for Business Object Text Translation
Visualization
Dedicated Thumbnail Job to Support Thumbnail Scheduler Filters
Generate 2D and 3D Thumbnail as Extended Positioning Assembly Using Scheduler
Loading QuickView Based on Identification and User Preference
Visual Indicator Added for QuickView
Windchill Quality Management Solutions
Support for Displaying the Table Data Details for the Regulatory Submission
Support for Adding Regulatory Content for Regulatory Submissions
UDI Super Set Enhancements
Windchill Workgroup Manager
13.0.2.0
Common Third Party Enhancement
Support for New CAD Versions
Improved Offline Workspace Experience
AutoCAD
Improved Handling of Dynamic-Anonymous Blocks in AutoCAD
Creo Elements/Direct Modeling
Enhanced File Saving for Creo Elements/Direct Modeling
SOLIDWORKS
Check In Assembly as Part Support for SOLIDWORKS
Improved Assembly Update using Workspace Save As with Update Parents
NX
Optimized Usage of NX License for PDM Actions
Fixed Issues in Windchill Workgroup Manager 13.0.2.0
13.0.1.1
Common Third Party Enhancement
Support for New CAD Versions
Enhancement to Windchill Workgroup Manager Authentication Support
Fixed Issues in Windchill Workgroup Manager 13.0.1.1
13.0.1.0
Common Third Party Enhancement
HTML-based Toolkit APIWizard for Windchill Workgroup Manager
Improved Undo Check Out Action in SOLIDWORKS, NX, Autodesk Inventor, and CATIA V5
SolidWorks
Support for Saving an Assembly as a Part in SOLIDWORKS
Fixed Issues in Windchill Workgroup Manager 13.0.1.0
13.0.0.1
Common Third Party Enhancement
Support for New CAD Versions
Support for the Concurrent Usage of Windchill Workgroup Manager by Multiple Users on a Single Machine
Support for Retrieving Neutral Data Files
CATIA V5
Allow Mapping of Material Information to Windchill Attribute on CAD Document
Improvements in Exporting CATIA V5 Data from Windchill
NX
Component Placement Update in NX with the Top-Down Design
SOLIDWORKS
Improved Save and Check Out Behavior for SOLIDWORKS Instances
Creo Elements/Direct Modeling
Support for Position Flags for Assembly Data with the Same Common Name
Display Name in Annotation Drawings
Fixed Issues in Windchill Workgroup Manager 13.0.0.1
13.0.0.0
Common Third Party Enhancement
Support for New CAD Versions
NX
Component in NX Deleted After Removal from Associated Assembly
SOLIDWORKS
Customizing Columns in PTC Windchill Status Tab
CATIA
Replace Multiple CATIA Components from Windchill
CED
Optimized Notification for Objects with Out-of-Date Information
Fixed Issues in Windchill Workgroup Manager 13.0.0.0
12.1.2.1
Common Third-Party Enhancements
Support for New CAD Versions
Automatic Generation of Standard Control Characteristics
Enhancement in Popup Window Positioning
Improved Performance When Opening Part Files
Support for Virtual Hard Disk for Cache Folder Location
SOLIDWORKS
Improvements in PTC Windchill Status Tab
CEDM
Managing Top Level Instances
Fixed Issues in Windchill Workgroup Manager 12.1.2.1
Installation and Upgrade
Installation and Configuration Guide
Installing Windchill and the Installation Process Flow
Planning a Solution Installation
Selecting the Installation Type
Solution Installation Assumptions
Prerequisite Checklist
Using Staging Directories
Installing on Multiple Machines (Solution Installation)
File Server Remote Site Pre-Installation Steps
PTC Customer Agreement
Database Installation
Installing a Database Server as a Separate Instance or into a Shared Instance with Multiple Databases
Installing Oracle Database
About Oracle Database
Before You Begin Installing Oracle Database
Windchill Requirements for the Oracle Database
Installing Oracle Server Software
Installing Oracle Client Software
Installing Oracle Patches
Post-Installation Activities
Installing SQL Server
Architecture Considerations for Windchill on SQL Server
Before You Begin Installation of SQL Server
System Configuration Types: Single-Tier and Multi-Tier
Installation Steps
Set Up Windows Service Accounts for the Database
Configure the File System to Support External Storage of Windchill Content
Install SQL Server Database
Creating an Azure SQL Database
Configuring Azure SQL Database
Index Byte Limitation
Configuring a Remote SQL Server Database to Work with the Windchill Server
Starting SQL Server Services
Setting up SQL Server on a Target Server
Using the PTC Solution Installer
Before Using the PTC Solution Installer
Installing Using the Appropriate Permissions
Using Staging Directories
Disabling Windows Firewall and Internet Explorer Enhanced Security Configuration for Windows Server
Preparing Enterprise LDAP for Installation Data Load
Pre-requisites to Support SSL Connection to the LDAP Server
Configuring a Windchill Installation to be IPv6 Compliant
UNIX Settings
Verify that the Time and Date is Accurate on the Server
Installing a Standalone Product or Component
Windchill Licensing
Installation Planning for Optional Products
Windchill Enterprise Systems Integration
Creo View
Creo Packages
Installing Windchill Solutions
Launching the PTC Solution Installer
Selecting the Installation Type
Selecting the Solution
Choosing the Platform Components
Selecting Optional Products
Selecting Optional Features
Specifying the User (UNIX Only)
Database Configuration
Identifying the Installation Instance
Specifying the Installation Directory
Selecting Data Loader Settings
Entering the Web Server and Servlet Engine Settings
Specifying Language Settings
Selecting the Database Size
Entering Your Database Information
Entering Your LDAP Settings
Entering Administrative Settings
Specifying Optional Product Settings
Creating Product Icons or Links
Using the Staging Directory
Installing Critical Patch Sets
Reviewing and Confirming the Installation
Optional Product Settings
Windchill Quality Management Solutions Post Installation
Windchill Enterprise Systems Integration
ERP Connector Installation
Upgrading Customized Distribution Targets
Windchill Bulk Migrator Installation
Windchill Workgroup Manager Installation
Windchill Requirements Management Installation
Windchill Requirements Management Post-installation
Windchill PartsLink Classification and Reuse Installation
Windchill PartsLink Post Installation Instructions
Windchill MPMLink
Windchill MPMLink Post Installation Instructions
Installation and Setup for MPMLink - Creo Illustrate Integration
MPMLink Setup
Creo Illustrate Setup
Migration of Co-produce Objects
Creo Packages
Creo Packages
Windchill Index Search Installation
Installing the Index Search Server in Standalone Mode
Installing the Index Search Server in Cloud Mode
Installing Zookeeper Nodes
Installing the Index Search Server in high availability mode (cloud mode)
Windchill Index Search Post-Installation Configuration
Solr Server: Start and Stop commands
Configure the Standalone Index Search Server
Create the Solr Cores (Standalone Mode)
Update the Solr Schema for Standalone Server (Optional)
Configure Basic Authentication for Solr (Standalone Mode)
Configure SSL for Standalone Index Search Server (Solr)
Configure the Index Search Server in Cloud Mode
Setup and Start Zookeeper Nodes
Create the Solr Cores (Cloud)
Update the Solr Schema for Cloud Mode (Optional)
Add or Remove Apache Solr Node in an Existing Apache Solr Cloud
Add or Remove a Zookeeper Node in an Existing Solr Cloud
Configure Basic Authentication for Solr (Cloud Mode)
Configure SSL for Cloud Index Search Server (Solr)
Updating the Index Search Server
Thumbnail Generator and Viewable Compression Utilities
Creo View Clients
Windchill Service Information Manager
Windchill Ship Building Template Post Installation Instructions
Windchill Aerospace & Defense
Windchill Supplier Management Installation
Windchill Integrations for Embedded Software Installation
Windchill PSI Log Analyzer Utility
Final Steps and Launching Windchill
Launching Windchill
Adapters and Other Installers
Advanced Configurations
Starting the HTTP Server and the Windchill Method Servers
Changing Forum and Notebook Languages
Configuring System Administration Settings
Setting Sender E-mail Address
Setting Authentication for an SMTP Server
Configuring HTTPS for PTC HTTP Server and Windchill
Configuring HttpOnly Flag for Cookies in Windchill
Configuring a Database Application User
IBM Rational ClearCase Configuration
Installing a Windchill File Server at a Remote Site
Configuring Remote File Servers
Database Initializing and Data Loading
Setting the Number of Starting Method Servers
Creating the Database Schema
Loading Base and Demonstration Data
Manually Loading Database Schema and Base Data
Configuring IIS and Embedded Servlet Engine
Configuring IIS and Embedded Servlet Engine: Before You Begin
Configuring IIS and Windchill
Configuration Summary
Configuring HTTP Server and Embedded Servlet Engine With Other Options
Installation and Configuration of the HTTP Server: Before You Begin
Setting Up HTTP Server Ant
PTC HTTP Server Configuration Layout
Configurations When HTTP Server is Installed Remotely
Running HTTP Server as a Windows Service
Configuring HTTP Server for IPv6
Specifying Web Server Authentication
Configuring a Password File for Authentication in PTC HTTP Server
Configuring Windchill to Work with a Remote HTTP Server
Background
Configuring a Split Configuration
Additional HTTP Server Configurations
Configuring Additional Directory Servers
About Configuring Additional Enterprise Directories
Integration with Established Enterprise Directory Services
Create and Configure the JNDI Adapter
Create a Repository Definition
Modify the wt.properties File
Set Authentication in the MapCredentials.xml File
Update the HTTP Server Configuration
Verify Your Changes
User and Group LDAP Attribute Value Mapping
Running Windchill as a Windows Service
Adding Windchill Service Dependencies
Installing and Configuring Adobe Experience Manager Software
About Adobe Experience Manager Forms Software
System Compatibility and Requirements
Installing Adobe Experience Manager Forms Software
Configuring Windchill for Use with Adobe Experience Manager Forms Software
Default Ports
Troubleshooting
Running the Windchill Configuration Assistant If the Installation Fails
Installation Log Files
Troubleshooting Your Initial Installation
The PTC Solution Installer Global Registry
Recovering an Installation
Troubleshooting File Vaulting
Installation and Configuration Guide - Update Existing Installation
Planning Before Updating an Installation
Types of Windchill Releases
Using Best Practices When Updating a Release
Using Both Test and Production Systems
Creating a Staging Directory
Understanding Maintenance Releases
PTC Solution Installer Update Options
Updating an Existing Installation
Preparing to Update the Installation
Preparing Your System for the Update
Capture Non-modeled Indexes
Configuring the Database Application User Before Updating
Updating Third-Party Products
Updating Other Windchill Products
Enabling Remote File Servers
Importing Windchill CAPA Data
Installing Windchill Customer Experience Management or QMS Surveillance and Corrective Action
Installing Windchill CAPA or Windchill Nonconformance as a Standalone Solution
Correcting Windchill Customer Experience Management Classification Trees
Configuring the Web Service for Windchill Nonconformance
Running the Migrate UDI Library Template Utility
Running the UDI Views Migrator Utility
Reloading UDI Types
Updating Windchill MPMLink Equivalent Link Preferences
Working with Abstract Specification and Requirement Types Present in Windchill That Need to be Converted for Integrity Integration
Detecting Issues in Specifications and Requirements
Launching the PTC Solution Installer (PSI)
Choosing the Installer Language
Before You Begin
PTC Customer Agreement
Selecting the Installation Type
Selecting the Installation to Update
Selecting Update Options
Selecting Optional Products
Adding a Language
Specifying Language Settings
Defining Settings
Using the Staging Directory
Installing Critical Patch Sets
Copying Media or Media Images to the Staging Area
Reviewing and Confirming the Installation
Post-Update Actions
Update the Tablespace
Execute Steps for Windchill Index Search and Windchill PartsLink
Configuring the Database Application User After Updating
Updating from a Release with WindchillDS to a Release without WindchillDS
Post-Update Steps in Windchill QMS 13.0.2.0
Bringing Your System Back Online
Announcing System Availability
Changing the Java Development Kit (JDK)
Troubleshooting Your Maintenance Installation
Advanced Deployment Considerations
Network Configuration
Firewalls
Client Proxies
Reverse Proxies
Split DNS with Reverse Proxy Configuration
rsync Instructions
Authentication
Configuring an Alternative Authentication in Windchill
SSL/TLS Client Authentication
Microsoft NTLM Authentication
Form-based Authentication
Single Sign-on Authentication
Security Assertion Markup Language (SAML) Authentication
OpenID Connect Authentication Support
Establish a Central Authorization Server
Implementation of Client Credential Grant Type in PingFederate
Configure OAuth Delegated Authorization
E-signature Validation for SSO with SAML
Setting Re-authentication of E-signature
E-signature Validation for SSO with OIDC
TLS 1.2 and TLS 1.3 Support for Windchill
Configuring Command Line Clients for Advanced Authentication
Options for Re-Authentication Response
Advanced Windchill Configurations
Configuring Background Method Servers
Configuring LDAP Failover
Basic Requirements for LDAP Failover
LDAP Failover Configuration Changes
Enterprise LDAP Failover
Advanced Database Configurations
Implementing Oracle Advanced Compression in Windchill Schema
Oracle Database Encryption Using Transparent Data Encryption (TDE)
Configuring Oracle TDE Tablespace Encryption on a New Windchill Database
Configuring Oracle TDE Tablespace Encryption on an Existing Windchill Database
Configuring Windchill with Oracle Data Guard
Configuring Windchill with SQL Server Always On
Configuring Windchill to Use JDBC over SSL
Configuring Windchill with Oracle Database to Use JDBC over SSL
Creating and Exchanging Self-signed Certificate at Client and Server Side
Creating and Exchanging CA Signed Certificate at Client and Server Side
Configuring Database to Use TCPS with Server Key
Configuring JDBC Over SSL
Configuring Windchill with SQL Server Database to Use JDBC over SSL
Configuring Windchill with Azure SQL Database to Use JDBC over SSL
Installing and Configuring a Cluster Windchill Environment
External File Vault Considerations
Data Loading Considerations
Installing a Windchill Cluster Using the PTC Solution Installer
Configuring Windchill with Oracle or SQL Server
Configuring Windchill with Oracle RAC
Configuring Windchill with SQL Server Cluster
Web Server Concerns
Installing Additional Products or Updates Using the PTC Solution Installer
Reverting a Cluster to a Single System
Third Party Clustering Software
Dual HTTP and HTTPS Protocol Systems
Troubleshooting Tips
Windchill ESI
Installing and Configuring Windchill ESI in an ORACLE Applications Environment
Reviewing Requirements
Determining How to Handle Attribute Length Differences
Configuring ERP Part Information
Uninstalling TIBCO Software
Uninstalling TIBCO Software
Cleaning the Installation Registry
Removing the InstallShield Directory
Removing the .TIBCO and .TIBCOEnvInfo Directory
Removing all TIBCO Directories
Using the Middleware Installation and Configuration Utility
Supporting Multiple ERP Instances
Creating ESI User Accounts and Configuring Oracle for Windchill ESI
Configuring Windchill ESI Assumptions
Configuring Windchill ESI Using SUNMQS JMS
Windchill ESI Preferences, Distribution Target Attributes and Global Variable Groups
Windchill ESI Preferences
Distribution Target Attributes
Global Variable Groups
Object Numbering
Installing and Configuring Windchill ESI in an SAP Environment
Reviewing Requirements
PTC Namespace Support
Determining How to Handle Attribute Length Differences
Assigning PRT Material Type (FHMI) To Routing Type N
Creating ESI User Accounts and Configuring SAP for Windchill ESI
Configuring SAP S/4 HANA for Windchill ESI
Configuring TIBCO Project for SSL
Configuring ERP Part Information
Uninstalling TIBCO Software
Uninstalling TIBCO Software
Cleaning the Installation Registry
Removing the InstallShield Directory
Removing the .TIBCO and .TIBCOEnvInfo Directory
Removing all TIBCO Directories
Using the Middleware Installation and Configuration Utility
Supporting Multiple ERP Instances
Configuring Windchill PDMLink and Info*Engine
Configuring Windchill ESI Using SUNMQS JMS
Windchill ESI Preferences, Distribution Target Attributes and Global Variable Groups
Windchill ESI Preferences
Distribution Target Attributes
Global Variable Groups
Object Numbering
Object Number Lengths in SAP
Upgrade Guide
Before Upgrading
Upgrade Overview
Upgrade Process Flowchart
Assessing License Usage
Supported Upgrade Paths
Supported Scenarios
Changing Platforms
Upgrading to Critical Patch Set (CPS) Releases
Upgrading With Azure SQL Server Database
Windchill PLM Connector — Creo Packages Server
Windchill Upgrade with LDAPS
Windchill Upgrade with SSO
Unsupported Scenarios
Oracle Data Guard
Clustered SQL Server Environment
Windows Server Failover Clustering (WSFC) with SQL Server
Upgrade Considerations for SQL Server Always On Configurations
Reconfigure Oracle RAC Prior to Upgrade
Internet Domain of Organizations
Solutions Including Windchill SocialLink
Windchill Service Information Manager — S1000D Module
Windchill Business Reporting (Cognos) Module
Solutions Including Pro/Intralink, Windchill PDM Essentials, and GPD I
Components and Data Not Migrated by the Upgrade Manager
Installing Additional PTC Products
Upgrading with Windchill Requirements Management
Accessing Legacy Audit Data After Upgrading
Windchill Index Search Upgrade Overview
Creo Parametric Cache Compatibility
Windchill Product Analytics Process Adapter Removal Pre-Upgrade Steps
The Windchill Upgrade Procedure
Create a Work Instruction Document
Executing WinDU Diagnostic Tasks on the Source System
Gather Vault Information
Upgrade Vaults and File Servers
Use Auto-mounted Folders for Vaults (UNIX Only)
Installing the Working Directory Server
Load Activity Layouts File
Exporting the Secret Key
Export the Source Database and Backup of LDAP Structure
Exporting the Oracle Source Database Using Data Pump
Backing Up the SQL Server Source Database
Exporting the Azure SQL Server Source Database
Exporting the Source LDAP Structure from Windchill Directory Server
Back Up Windchill Vaults
Setting Up the Target System for Upgrade
Target System SQL Database Considerations
Install the Target System
Set Up Remote File Servers
Incorporate Customizations into the Target System
Copy Customized Java Annotated Files
Propagate SSO Related Property
Running the AddColumns Tool
Configuring Your Series for Upgrade
Increase the Method Server Heap Size (Optional)
Verify the Target System
Converting to a Single Server System
Grant View Definition for SQL Server Windchill Database Application User
Shut Down Remote File Servers
Prepare the Source System for Upgrade
Capture Non-modeled Indices
Stage the Source Data for the Upgrade
Import the Database
Importing a Windchill Oracle Dump Using Data Pump
Restoring the SQL Server Database
Importing the Azure SQL Server Database
Copy Vaults Content to New Hardware
Copying Vault Content to the Target System
Retaining New and Checked Out CAD-Files Work
Using the Upgrade Manager
Parallel Execution of Upgrade Database Schema
Specifying Oracle Source Database Connection Properties
Verify that the LDAP Server is Started
Start Remote File Servers
Execute the Upgrade Manager
Upgrade Manager Input Fields
Gather System Properties
Gather Upgrade Properties
Upgrade
Web Server
Vaults and File Servers
Options
Additional Adapters
LDAP
Execute Final Upgrade Steps
Specifying Oracle Database Connection Properties
Post-Upgrade Steps for Additional JNDI Adapters
Update the Tablespace
File Server Synchronization
Recreate Non-modeled Indexes
Execute Steps for Windchill Index Search and Windchill PartsLink
Post Upgrade Steps for Windchill Integrations for Embedded Software
Post Upgrade Steps for Windchill Quality Management Solutions
Post-Upgrade Steps in Windchill QMS 13.0.2.0
Modify Encryption Default Post Upgrade
Updates for Log4j compatibility
Verify the Upgraded Solution
Run Post-Upgrade WinDU Tasks
Upgrading to Windchill 12.1.0.0 and above
Configuring Performance Adviser Client Settings
Troubleshooting
Upgrade Reference
Windchill Upgrade Manager
Additional Upgrade Manager Commands
Upgrade Phases and Re-running Upgrade Tasks
Run Upgrade to Completion Mode
Using the Stop Button
Welcome
Confirm Installed Products
Gather System Properties
Database
Advanced Database
Optional Properties
Confirm Database to Upgrade
Verify Supported Upgrade Path
Gather Upgrade Properties
Upgrade
Web Server
Vaults and File Servers
Options
Additional Adapters
LDAP
Verify Pre Conditions
Initialize Upgrade
Upgrade Database Schema
Create Upgrade Indices
Execute LDAP Migrators
Execute Standalone Migrators
Add Database Constraints
Update Container Templates
Execute Server Migrators
Load New Data
Execute Server Migrators with New Data
Drop Upgrade Indices
Finalize Upgrade
Glossary
Fundamentals
Setting Up Your Environment
Setting Up Your Browser
Browser Locale Settings
ActiveX Settings
Pop-Up Blocker Interference
Logging On to and Logging Off from Windchill
User Language Configuration
User Language Configuration Settings and Translated Text Display
Changing Your Password
Setting Your Screen Resolution
Understanding Your Password Policy
Setting Your Preferred File Server Site
Windchill Visualization Services
Installing the Desktop Integration Add-In
Personalizing Your Environment
Modifying Your User Preferences
Editing your Profile
Table and Table View Overview
Personalizing Tables
Modifying Table Display
Searching for Objects in a Table
Sorting Objects in a Table
Performing Actions in Tables
Selecting a Table View
Customizing Table Views
Creating and Editing New Table Views
Adding Translated Text Attributes to Table Views
Saving Table Views
Sharing Table Views
Exporting and Importing Selected Shared and System Table Views
Using Trees
Navigating the User Interface
Navigator Overview
Browse Tab
Search Tab
Home Page Overview
Tasks Table
Checked-Out Work Table
Updates Table
Action Groups
Breadcrumb Overview
Quick Links Overview
E-mailing a Page
Contexts Overview
Context Use Case
Context Inheritance
Viewing Contexts
Context Pages
About Products
Products Table
Product Information Page
Product Actions
About Libraries
Libraries Table
Library Information Page
Library Actions
About Projects and Programs
Projects or Programs Table
Project or Program Information Page
Project or Program Actions
Notebooks
Notebook Tables
Linking to Objects from the Notebook
Uploading a File into the Notebook
Creating a Notebook Folder
Renaming a Notebook Folder
Moving Notebook Objects
Deleting Notebook Objects
Windchill Search
Global Search
Advanced Search
Keyword
Type
Context
Criteria
Searching with Translated Text
Searching with Translated Text — Examples
Related Object Search
Search Results
Search Results Table
Faceted Search Results
Unexpected Results
Special Searches
Searching Within Folders
Searching Within Tables
Searching Within Networks
Search Reference
Windchill Search Preferences
Keyword Search Rules
Search Operators
Search Wildcards
Special Characters in Keywords
Advanced Mode Searching
Related Object Search Operators
Search Range for Numbers
Search Range and Base Unit Conversion
XML Document Searches
Advanced Search Examples
Searching With Minimum Criteria
Duplicate Criteria with Multi-Valued Attributes
Keyword Searches Using Wildcards
Search Using Revision and Iteration Criteria
Non-Latest Iterations Using Multiple Criteria
Advanced Searches with Access Control Restrictions
Creating and Using an Advanced Search Report Template
Search History and Saved Searches
Search History
Saved Searches
Saving a Search
Using Saved Searches
Manage Saved Searches
Administratively Delete Saved Searches
Searching Within Actions
Finding Objects
Finding Parts
Finding Documents
Finding Revisions
Finding Types
Finding Organizations
Finding a Context
Finding Domains
Finding Users
Finding Groups
Finding Participants
Selecting Participants
Choosing Participants
Managing Your Work
Working in Folders and the Folder Structure
Creating a New Folder
Folder Information Page
Editing a Folder
Folders Page
Folder Contents Table Actions
Understanding Revisions, Iterations, and Versions in Folders
Managing Your Tasks
Tasks Tables
Actions on the My Tasks Table
Actions on the Tasks Table in a Product or Library
Actions on the Tasks Table in a Project or Program
Task Information Page
Task Assistant
Reassigning a Task
Set Up Participants Table
Accessing Data
Context Teams
Roles
Visibility
Project Invitations
Access Control Permissions
Working with Windchill Objects
Object Overview
Object Types
Object Attributes
Attribute Display
Special Characters
Object Versions
Object Status
Object Relationships
About Information Pages
Customizing Information Page Tabs
Mini Information Pages
Information Tables
General Information Tables
Change Information Tables
Related Objects Information Tables
History Information Tables
Timeline History Table
Timeline Filter
Timeline Options
Collaboration Information Tables
Security Information Tables
Actions Common Among Objects
Right-click Actions
Checking Out an Object
Checking Out an Object
Checking In an Object
Undoing a Checkout
Editing an Object
About Move
Moving an Object
About Moving a Version
Move Restrictions
Renaming an Object
Setting the State of an Object
Revising an Object
About Delete
Deleting an Object
Exporting Table Information to a File
Comparing Object or Version Information
Comparison Report
Editing Filters
Viewing Current Filter Properties
About Rich Content
Visualization Overview
Visualizing Parts and CAD Documents
Visualization Icon Key
Viewing Representations
Creo View WebGL Viewer
Navigation Modes for 3D Models
Using Mouse Buttons in CreoView Navigation Mode
Using Mouse Buttons in Creo Navigation Mode
Using Mouse Buttons in CATIA V5 Compatible Navigation Mode
Using Mouse Buttons in Explore Navigation Mode
Using Touchscreens to Navigate 3D Models
Using the Dragger to Transform or Rotate Parts
Troubleshooting the WebGL Viewer
Setting Creo View WebGL Viewer Preferences
Thumbnail Overview
About Mini-Thumbnails
Managing Thumbnails on Mini Information Pages
Creating a Representation from a CAD Document
Creating a Representation from an EPM Structure
Creating a Representation from a Part Structure
Creating a Representation from a Dynamic Document
Creating a Representation from Document Content
Creating a Representation from Clipboard Content
Creating a Representation from Local File Data
About the WVS Job Monitor
Job Summary Fields
Job Detail
Viewing Annotations
Visualizing Advanced Features: CAD Represented Parts and Assembly Features
Creating an Interference Detection Definition
Using Related Interference Detection Reports
Editing Interference Detection Definitions
Detecting Interferences of Variant Specifications
Batch Print
Integration with Creo Illustrate
Server- and Client-Side Publishing of Creo Illustrate Data
Server-Side Publishing of ECAD Viewables
Setting Visualization User Preferences
Documents
Documents in Windchill
Document Information Page
Content Management Preferences
Creating Windchill Documents
Creating a Document
Creating Multiple Documents
Creating a Document from a Template
Uploading Documents from a Compressed File
Managing Documents
Checking Out Documents
Checking In Documents
Editing a Document
Editing Multiple Documents
Replacing Primary Content
Inserting a Document
Downloading Documents to a Compressed File
Emailing a Document
Structured Documents
Document Structure Actions
Document Structure Panes
Inserting a Document into the Document Structure
Reordering Structured Documents
Document Structure Filters
Editing Document Structure Filters
Document References
Adding a Document Reference
Removing a Document Reference
Adding Comments to a Reference
Windchill Desktop Integration
Opening Documents with Desktop Integration
Windchill Menu Actions
DTI Document Search
Create Documents Using DTI
Create Document Templates Using DTI
Check In Documents Using DTI
Remove Windchill Information from Documents
Compare Documents
View Document Information
Windows Explorer Integration
Display Windchill Attributes
Right-Click Actions
Drag-and-Drop Actions
Windchill Link Objects
Microsoft Office Integration
Microsoft Outlook Integration
Mapping Windchill Attributes to Microsoft Office File Properties
Editing the Windchill Attributes
Inserting a Windchill Attribute
Desktop Integration User Setup
Desktop Integration Configuration
Desktop Integration Preferences
Confirmation Prompts and Troubleshooting
Windchill Office Online Integration
Registering an App in Azure
Installing the Windchill Office Online Add-In
Windchill Office Online Preference
Windchill Office Online Menu Actions
Create Document
Edit Documents
View Document Information
Parts
Part Attributes
Part Information Page
Viewing Where Used Information for a Part
Traced To Table
Using the Variant Baselines Tab
Creating and Inserting Parts
Creating a New Part
Creating Multiple New Parts
Save Part as New Part
Creating New View Version
Creating a New One Off Version
Inserting a Part Version
Superseding Parts Overview
Configuring the Supersede Actions
Supersedes Table
Superseding a Part Through Change Management
Superseding a Part with an Existing Part
Superseding a Part with a New Part
Editing Supersede Relationships
Undo Supersede
Supersede History
Modifying Parts
Editing a Part
Editing Multiple Parts
Editing Common Part Attributes
Renaming a Part
Reassigning a View
Deleting a Part
Associating Parts and Documents
Attachments
Attachments Table
Creating Attachments
Editing Attachments
Drag-and-Drop File Uploads
Downloading File Attachments
Viewing URL Attachments
Removing an Attachment
Notes
Note Information Page
Notes Table
Creating a Note
Creating a Note from a Template
Adding an Existing Note
Viewing Structural Notes for a BOM
Editing a Note
Reordering Notes
Removing or Deleting a Note
Links
Link Information Page
Creating a Link
Editing a Link
Deleting a Link
Baselines
Baseline Information Page
Baseline Objects Table
Creating a Baseline
Editing a Baseline
Removing Baseline Objects
Replacing Baseline Objects
Adding Objects to a Baseline
Collecting Baseline Objects
Baseline or Managed Collection?
Comparing Baselines
Managed Collections
Creating a Managed Collection
Managed Collection Information Page
Managed Collection Content
Managed Collection Content Table
Editing Managed Collections
Add to Managed Collection
Initially Selected Objects Table
Collection Options
Collaborating with Others
Meetings
Meetings Tables
Meeting Information Page
Joining a Meeting
Meeting Minutes
Meeting Agenda
Creating a Meeting
Creating a Meeting
Editing a Meeting
Hosting a Meeting
Canceling a Meeting
Discussions
Discussion Tables
Discussion Subscriptions
Creating Topics
Creating Comments
Rich Text Editor in Comments
Posting Draft Comments
Editing Topics
Closing or Deleting Discussions
Subscriptions
Webhook Subscriptions
Subscriptions Table
Subscription Information Page
Subscription Events
Folder and Context Subscriptions
Creating a Subscription
Editing a Subscription
Configuring Webhook Subscriptions
Unsubscribing from Events
Deleting a Subscription
Networks
Network Table
Parents Table
Contexts Table
Creating a Context Reference
Editing a Context Reference
Moving a Context Reference
Calendars
View Calendar Schedules
Mark Working Days
Delegate Work
Reset Calendar Changes
Promotion Requests
Promotion Request Information Page
Create a Promotion Request
Edit a Promotion Request
Promotion Process Preferences
Promotion Preference Management Utility
Create a Promotion Preference
Data Management Capabilities
Configuration and Change Management Overview
Product Development Foundations
Capturing Product Configuration Information
Parts and Part Versions
Common Part Information
Part Versions
Associating Product Data to Parts
Version-Specific Part Documentation
Version-Independent Part Documentation
Part Structures
Standard and Configurable Part Structures
Usage Relationships
Occurrences
Capturing Part Design History
Part Iteration History
Part Version History
Part Life Cycle History
Part Save As History
Filtering Part Structures
Using Configuration Specification Filters
Using the Option Filter
Using Specialized Filters
Best Practice for Using Multiple Part Structure Filters
Product Structure Reports
BOM Reports
Part Structure Comparison
Overview of Product Configuration Strategies
Business Strategies Supporting Product Variability
Variant Design and Generation Process
Terminology Used In Options and Variants
Quick Reference to Concepts and Processes Used in Options and Variants
Mapping Product Configuration Approaches to Windchill
Managing Product Families and Configurations in Windchill
Workflow for Defining Product Families
Managing Configurable CAD Structures
Sample Scenarios for AnyBOM Assembly
Overview of the List-based Option Selection and Filtering
Loading Demo Data
Overview of Dynamic Positioning with Options and Variants
Managing Product Change
Identify Issue
Request Change
Plan Change
Change Implementation
Physical Implementation
Managing Part Structures
Part Structure Browser
Part Structure Information
About the Part Structure Pane
Find in Structure
Occurrence Display
Viewing Related Information in a Structure
Attributes Tab
Attributes Tab
Uses Tab
Occurrences Tab
Visualization Tab
Locators Tab
Traces Tab
Documents Tab
Parameters Tab
Constraints Tab
Part Structure Actions
Open in Action Set
Editing Action Set - Parts
Inserting an Existing Part
Editing Usage Attributes
Check Out/In Action Set - Parts
My Checkouts
Clipboard Action Set - Parts
About Copying Parts
Viewing Action Set - Parts
New/Add To Action Set - Parts
Filter Action Set - Parts
About Part Structure Filters
Viewing a Structure’s Current Filter Properties
Editing a Structure Filter
About Configuration Specifications
Specifying a Latest Configuration Specification
Specifying an As Matured Configuration Specification
Selecting a Baseline Configuration Specification
Selecting a Change Configuration Specification
Selecting a Unit Effectivity Configuration Specification
Selecting a Date Effectivity Configuration Specification
Selecting a Promotion Request Configuration Specification
About Spatial Filters
Box Spatial Filters
Sphere Spatial Filters
Proximity Spatial Filters
About Attribute Filters
Create New Attribute Filter Expressions
Add, Edit, or Remove Attribute Filter Expressions
Using Multiple Attribute Filter Expressions
Saving and Reusing Structure Filters
Saving and Reusing Structure Filters
Managing Saved Structure Filters
Tools Action Set - Parts
Comparing Structures
Comparing Part Structure to Part Structure
Starting a Part to Part Structure Comparison
Interpreting Part to Part Structure Comparison Results
Interpreting Reference Designator Comparison Results
Reports Action Set - Parts
Editing in the Uses Tab
Edit Attribute Value for Multiple Parts
Editing in the Occurrences Tab
Adding Occurrences
Editing Attributes Having Multiple Values
Managing Replacement Parts
Defining Replacements in a Part Structure
Viewing Alternates and Substitutes
Defining Alternate Parts
Defining Substitute Parts
Replacement Tables on Information Page Tabs
Replacing a Part with an Existing Part or Alternate/Substitute
REST APIs for Part Relationships
Configurations and Instances Overview
Part Configurations
Creating a New Part Configuration
Part Configuration Information Page
Part Configuration Structure Tab
Renaming a Part Configuration
Repopulating a Part Configuration
Creating a New Part Configuration from an Existing Part Configuration
Assigning a Part Version in a Part Configuration
Overriding a Part Occurrence in a Part Configuration
Deleting a Part Configuration
Comparing Part Configurations
Part Instances
Creating a New Part Instance
Part Instance Information Page
Part Instance Structure Tab
Filter Action Set - Part Instances
Part Instance Configuration Specification
Incorporating a Part Instance
Allocating a New Part Instance
Allocating an Existing Part Instance
Deallocating a Part Instance
Replacing a Serialized Part in a Part Instance
Undoing a Replacement for a Part Instance
Renaming a Part Instance
Creating a New Part Instance from an Existing Part Instance
Deleting a Part Instance
Editing a Part Instance
Comparing Part Instances
Managing Configurable Products
Windchill Options and Variants Capabilities
Enabling Functionality for Configurable Product Structures
Creating and Managing Enterprise-wide Definitions
Options and Choices
Object Types Used in List-based Option Selection
Iterating Option Sets, Choices, Options, and Choice Rules in Windchill
Enabling or Disabling Sales and Design Subtypes
Creating a New Option Subtype
Customizing the Display Name of the Option Type
Managing Options in the Option Pool
Options and Choices
Options and Choices with Numeric Values
Creating Textual, Numeric, and Boolean Options
Defining the Quantity of Measure for Option with Numeric Values
Overriding the Units of Measure for Options with Numeric Values
Including Options and Choices with Numeric or Boolean Values in Expressions and Conditional Rules
Viewing Information About an Option
Editing an Option
Deleting an Option
Renaming an Option
Restrictions on Option Names
Creating Groups of Options
Assigning Options to Groups
Viewing Information About a Group
Editing a Group of Options
Deleting a Group
Creating Textual and Numeric Choices
Working With the Choices Table
Viewing Information About a Choice
Editing a Choice
Renaming a Choice
Moving a Choice
Where Used Information for a Choice
Setting the Preference for Displaying Choices
Tips for Choice Selection
Ensuring Name Uniqueness for Options and Choices
Searching for Options and Variants Objects
Defining Global Rules for Options and Choices
Numbering for Choice Rules
Revision Control of Choice Rules
Change Management of Choice Rules
Promotion Request for Choice Rules
Exporting the Latest Iterations of all Versions of Choice Rules
Conditional Rules
Creating a Conditional Rule
Using Actions in the Conditional Rule
Using Numeric Choices
Viewing Information About a Conditional Rule
Editing a Conditional Rule
Deleting a Conditional Rule
Enable Rules
Creating an Enable Rule
Viewing Information About an Enable Rule
Editing Enable Rules
Deleting an Enable Rule
Include Rules
Creating an Include Rule
Viewing Information About an Include Rule
Editing an Include Rule
Deleting an Include Rule
Exclude Rules
Creating an Exclude Rule
Viewing Information About an Exclude Rule
Editing an Exclude Rule
Deleting an Exclude Rule
Working with Option Sets
Working with Option Sets
Workflow for Defining an Option Set
Creating an Option Set
Managing Local Rule Changes for the Option Set
Revising Local Rules
Editing an Option Set
Deleting an Option Set
Managing the Option Set
Information Page of an Option Set
Managing Choices in the Option Set
Checking for Duplicate Choices
Setting Date Effectivity for Choices
Previewing an Option Set
Managing Choice Rules in the Option Set
Managing Include Rules for the Option Set
Managing Exclude Rules for the Option Set
Managing Enable Rules for the Option Set
Managing Conditional Rules for the Option Set
Non-latest Checkout of Choice Rules
Creating a Copy of an Option Set with Save As
Assigned Option Set
Assigning an Option Set to an Object
How Windchill Determines the Assigned Option Set To Use
Unassigning an Option Set
Overriding the Revision of the Assigned Option Set
Exporting and Importing an Option Set
Merging Option Sets
Rules for Merging
Merging Choices and Rules
Removing Merged Choices and Rules
Setting up Configurable Product Structures
Configurable Modules
Creating a Configurable Product
Creating a Configurable Module
Switching Between a Standard Part and a Configurable Module
Restricting the Number of Child Parts
Information Page of a Configurable Module
Assigning Expressions
Basic and Advanced Expressions
Supported Expressions
Independent Assigned Expressions
Authorizing Team Members to Create Independent Assigned Expressions
Converting Assigned Expressions to Independent Expressions
Assigning Expressions to Usage Links of Configurable Modules
Assigning Expressions to Parts
Assigning Expressions to Uses Occurrences
Defining Basic Expressions
Defining Advanced Expressions
Syntax for Creating Advanced Expressions
How the System Determines the Assigned Option Set When Assigning Expressions
Overriding the Version of the Assigned Option Set
Using Functions in Advanced Expressions
Configuring Expressions
Validating Expressions
Viewing Assigned Expressions
Using the Property ato.alternate.expression.format to Control the Display of Expressions
Frequently Asked Questions About Expressions Assignment and Filtering
Manufacturing Process Deliverables
Working with Aliases
Viewing Aliases
Creating an Alias
Editing an Alias
Alias Information Page
Revising Aliases
Deleting Aliases
Renaming Aliases
Managing Alias Objects
Filtering a Configurable Product Structure with the Option Filter
Specifying the Filtering Criteria for the Option Filter
Specifying the Configuration Specification for the Option Filter
Evaluating Expressions During the Option Filtering
Filtering Occurrences with Assigned Expressions
Filtering a Product Structure Using a Variant Specification
Effect of Rules on Choice Selection
Saving Filtering Criteria
Standard and Alternate Option Filter
Customizing Filtering Behaviors for the Option Filtering Delegate
Evaluation of Advanced Expressions
Configuring Standard and Alternate Behaviors
Filtering with Missing Expressions
Standard Filtering Configuration File Example
Alternate Filtering Configuration File Example
Custom Filtering Configuration File Example
Creating and Managing Variants
Creating a Variant Specification for an Option Set
Creating Variant Structures Using the Configure Process
Set Filter Step: Specifying Expansion Criteria and Applying Filters
Set Parameters Step: Providing Inputs for Part Parameters
Using Input Pages
Preview Step: Reusing Existing Variant Specifications and Variants
Variant Specification Step: Defining a Variant Specification
Variant Part Step: Generating a Variant
Advanced Variant Generation
Capturing Transformation Matrices and Part Occurrences in the Variant Part Structure
Variant Specification Information Page
Previewing a Variant Specification
Comparing Variant Specifications
Revision and Change Management for Variant Specifications
Reconfiguring a Variant Specification
Capturing the Configuration of a Variant Specification
Loading Variant Specifications
Creating a Copy of the Variant Specification
Managing Deliverables
Variant Part Information Page
Using Revise with Configurable Modules and Variants
Managing Data for Options and Variants — Reference
Migrating Objects from Windchill 9.1 to Windchill 10.0 or Later
Migrated Objects
Example of Moving Option Sets After Migration
Manually Moving Migrated Objects to Products and Libraries
Moving Objects Using WinDU and WinRU
Option Set Assignment and Customization
Dynamic Positioning with Options and Variants
Managing the Positioning Architecture in Architecture Editor
Managing Locator Definitions in Locators Tab
Visualizing Platform Design
Opening the Platform Structure in a CAD Application
Developing Advanced Selection Logic for Configurable Modules
Basic Steps for Defining Advanced Selection
Adding a Parameter
Editing a Parameter
Information Tab of the Edit Parameter Window
Constraint Tab of the Edit Parameter Window
Specifying a Parameter Range
Equivalency Tab of the Edit Parameter Window
User Interface Tab of the Edit Parameter Window
Enabling the Selection of Multiple Values for a Parameter
Adding a Child Resolution
Inserting a Page Break
Assigning a Logic Reference to Another Configurable Module
Defining Part Parameters Using Another Configurable Module
Adding a Constraint
Case Table Editor
Editing a Case Table Parameter
Editing a Parameter Formula
Selecting Case Table Parameters
Expression Editor
External Application Constraint Editor
Linking Advanced Logic Parameters with Options
Validating the Logic for a Configurable Module
Comparing Logic Between Two Configurable Modules
Using Numeric Operators and Functions in Advanced Logic
Variants Created From Configurable Modules With Advanced Selection Logic
Creating Module Variants with Collapsible Middle Nodes
Examples and Best Practices for Advanced Selection Logic
Introduction
Understanding How Logic Elements Are Evaluated
Naming Conventions for Parameters and Constraints
Selecting Options for a Configurable Module
Enabling a Single Option Based on a Yes/No Response
Enabling a Single Option Based on a User Response
Choosing Between Two Options Based on a User Response
Selecting One Option from a Set of Several Possible Options
Selecting One Option from a Set of Several Options
Selecting a Single Option from a Rapidly Changing Set of Options
Common Logic Expressions
Comparing Two String Values
Combining Two Expressions with an AND Operator
Including Two Expressions with an OR Operator
Simple If/Then Expressions Using Case Tables
Complex If/Then Expressions Using Case Tables
Controlling Available Options Using Case Tables
Conditional Expressions
Creating Modular Configurable Product Structures
Designing a Module Product Structure
Passing Parameter Values between Sections of a Product Structure Using Equivalencies
Passing Parameter Values between Sections of a Product Structure Using Reference IDs
Attaching Documents to a Configurable Product Structure
Improving the User Interface of the Configuration Process
Hiding Input Parameters When Users Do Make a Selection
Explaining Input Parameters that Users May Not Specify
Adding Images for Parameters with Enumerated Values
Displaying Values as Radio Buttons
Controlling Input Parameters Using Page Breaks
Adding Titles and Images to Specific Parameter Pages
Controlling the Order of Input Parameters Using Child Resolution
Controlling the Display Format of Decimal Numbers
About Releasing a Configurable Product Structure
Defining a Default Baseline
Modifying a Default Baseline
Enabling the Input Review Page in Configure Wizard
Creating Multiple Variant Structures Using the Configure Multiple Variants Process for Advanced Selection Logic
Set Filter: Specifying Expansion Criteria
Set Parameters: Providing Single Input Values and Variable Input Values for Part Parameters
Using Input Pages with Variable Parameters
Set Generation Information: Specifying Actions and Attributes for Variant Specifications and Module Variants
Set Generation: Review Parameter Value Combinations
Managing Product Family
Product Family Management
Product Family Overview
Product Family Objects
Product Families Table
Creating a New Product Family
Product Family Information Page
Product Model Group and Product Model Information Pages
Searching for Product Family Objects
Creating Product Family Structures
Product Family Structure Tab
Editing a Product Family Object
Insert New Product Family Member
Assigning a Configurable Module
Managing Variant Specifications in a Product Family
Variant Specification Information Page
Creating and Managing Variant Specifications
Configuring Managed Variant Specifications
Variant Specification Structure Tab
Configuring a Managed Variant Specification Using Manual Selection
Filtering Options for a Managed Variant Specification
Variant Baselines
Prototype Management Using Variant Baselines
New Variant Baseline Window
Adding a Variant Specification to a Variant Baseline
Edit Variant Baseline Window
Variant Baselines Tab
Variant Baseline Information Page
Variant Specifications Table
Replace Variant Specification Window
Update Variant Specifications Window
Baseline Objects Table
Adding Baseline Objects
Update Baseline Objects Window
Edit Baseline Objects Window
Impacted By Objects Table
Product Family Matrix Editor
Product Family Matrix Editor
Matrix Editor Tool Bar
Matrix Editor Product Family Pane
Matrix Editor Configurable Module Table
Configurable Module Shortcut Menu Actions
Matrix Editor Update Baseline Objects Window
Matrix Editor Variant Specification Table
Matrix Editor Details Pane
Product Family Administration
Product Family Management Roles
Product Family Management Preferences
Product Family Management Object Initialization Rules
Configurable Product License Entitlement
Managing Change
About Change Management
About Change Status Indicators
About Rich Content
Change Management Administration
Change Management Preferences
Configuring Change Management Objects
Specifying Implementation States
Specifying Terminal States
Association Rules between Change Management Objects
Association Rules Table
Association Rules
Enable the Participant List Table
Configuring the Participant List
Problem Reports and Variances in Projects
Flexible Change Links for Query Builder
Configuring Change Notice Templates
Change Template Initialization Rules
Procedure
Limitations
Sample Code
Access Control Policies for Change Notice Template Selection
Configuring Changeable Objects for Change Management
Administration of Change Process Transitions
Configuring Release Target
Creating Change Transitions
Setting up the Life Cycle to Use the Change Management Transitions
Selecting Change Transitions from the Assigned Life Cycle
Assigning Release Targets to Resulting Objects Using Mapping Rule
Filtering the Release Target Using Change Transition Enumeration and the Mapping Rule (Optional)
Executing the Case
Define Mapping Rules for Change Management
Mapping Rules Table
Reconciling the Change Intent with Release Targets
Business Rules Available
Change Status Calculator
Importing, Converting, and Migrating Change Management Data
Importing and Exporting Change Objects with Change Associations
Importing and Exporting Change Objects Within Different Association Modes
Converting Simple Text Attribute to Rich Text Attribute
Customizing the Simple Text to Rich Text Conversion Utility
Procedure
Limitations
Sample Code
Converting a Rich Text Attribute to a Simple Text Attribute
Loading Product Effectivity using Effectivity Loader
Updating Character Limits for Change Summary Reports
Replicated Objects as Change Task Resulting Objects
Intended Outcome
Solution
Customization Points
Set System Property for Replicated Resulting Objects
Create Custom Life Cycle Template for Replicated Objects
Create Import Mappings for Replicated Object Life Cycles
About Issues
About External Affected Object Types
Adding External Change Management Objects
About Problem Reports
Creating a Problem Report
Editing a Problem Report
Problem Report Information Page
About Change Requests
Creating a Change Request
Editing a Change Request
Change Request Information Page
About Change Notices
Creating a Change Notice
Editing a Change Notice
Starting the Execution of a Change Notice
Change Notice Information Page
About Change Intent
Setting Change Intent
About Redline
Redline Administration
Redline Process
Synchronization and Redline Suspect Status
Reverting BOM Redline
Managing Replacements in BOM Redline
Redline Structure Browser
Redline Actions Toolbar
Redline Structure Panes
Attributes Tab
Uses Tab
Occurrences Tab
Documents Tab
Replacements Tab
Use Case Example for Redline
About Change Tasks
Creating a Change Task
Editing a Change Task
Deleting a Change Task
Change Task Information Page
Participant List Table
About Impact Association
Enabling Impact Association
Setting the Impact
Viewing the Impact
About Sequenced Implementation Plans
Assigning Change Tasks to a Sequence
Change Baseline Report
Creating the Change Baseline Report
About Change Investigations
Change Investigation Information Page
About Change Proposals
Change Proposal Information Page
About Analysis Activities
Analysis Activity Information Page
About Variances
Creating a Variance
Editing a Variance
Incorporating a Variance
Variance Information Page
Associated Annotations
Adding an Annotation
Adding an Annotation to the Associated Annotations Table
Adding an Annotation to the Affected Objects Table
Interference Annotations
Viewing an Annotation
Editing an Annotation
Removing an Annotation
Change Locks
Problem Reports and Variances in Projects
Creating a Problem Report in a Project
Editing a Problem Report in a Project
Creating a Variance in a Project
Editing a Variance in a Project
Creating a Change Object in a Project
Propagating Information from an Existing Change Object
About Change Associations
Change Association Tables
Associated Process Objects
Associated Reference Objects
About Mass Change Operations
Performing Mass Change Operations
Mass Change Operation—Replacing an Existing Part
Mass Change Operation—Inserting an Existing Part
Mass Change Operation—Removing a Part Usage
Mass Change Operation—Editing a Part Usage
Mass Change Operation—Inserting an Existing Document
Mass Change Operation—Removing a Related Document
Previewing Mass Change Operations
Common Change Management Procedures
Determining Fast Track and Full Track Complexity
Completing Tasks
Revising a Change Notice
Setting the Disposition of Affected Objects
Quick Entry Using Autosuggest
About Change System Reports
Viewing Change Management Logs
Viewing Change Summary Reports
Affected End Items Part Master Report
Change Management Tables
Affected Objects, Review Objects, Affected End Items, and Resulting Objects
Affected Objects Table for Problem Reports
Affected Objects Table for Variances
Affected Objects Table for Change Requests
Affected Objects Table for Change Tasks
Review Objects Table for Design Reviews
Affected End Items Table
Resulting Objects Table
Impacted Objects Table
Change Summary Table
Implementation Plan Table
Associated Changes Table
Related Supplier Parts and Documents Table
Proposals and Investigations Table
Analysis Activities Table
About Design Reviews
About Effectivity
Effectivity Table
Adding Effectivity
Setting Effectivity Range
Automatic Merging of Effectivity Ranges
Modifying Effectivity
Setting Effectivity
Setting Pending Effectivity
Setting Effectivity Attributes
Determining Effectivity Type
Specifying Effectivity Propagation
Viewing Effectivity
Viewing Effectivity by Version
Changing the Effectivity of an Object
Adding a New Effectivity Statement
Updating an Existing Effectivity Value
Deleting an Existing Effectivity Value
Syntax for Effectivity Values
Change Monitor
Setting the Scope
Charted Information
Special Reports
Change Monitor Reports
Creating Custom Change Monitor Reports
Managing Projects and Programs
Managing Projects and Programs
Project and Program Actions
Project Attributes
Create a Project
Edit a Project
Terminate a Project
Save as a New Project
Save a Project as a Template
Import and Export Projects
Import a Project
Export a Project
Export a Project as a Template
Action Items
Action Item Information Page
Creating an Action Item
Editing an Action Item
Resolving an Action Item
Deleting an Action Item
Working with Action Items in Microsoft Excel
Using the Action Items Template
Editing Action Items in Microsoft Excel
Importing Action Items from Microsoft Excel
Exporting Action Items to Microsoft Excel
Routing
Route an Object
Check Route Status
Edit a Route
Terminate a Route
Project States
Project Status
Sharing Between Projects
Project Planning Preferences
Managing Plans
Plans
Plans Table
Plan Information Page
Create a Plan
Edit a Plan
Supporting Plan Information
Plan Calendar
Resources
Resources Table
Resource Attributes
Create a Resource
Edit a Resource
Plan Templates
Plan Schedule
Schedule Table Views
Schedule Table Actions - Planning
Plan Activities
Activity Information Page
Create an Activity
Edit an Activity
Move or Copy Activities
Create Multiple Activities
Edit Multiple Activities
Activity Schedule Calculation
Task Types and Effort Driven
Activity Date Constraints
Predecessor Relationships
Basic Activity Calculation Example
Summary Activity Calculation Example
Subplan
Subplan Information Page
Creating a Subplan
Editing a Subplan
Subplan Constraints
Deliverables
Deliverable Information Page
Associated Deliverables Table
Create a Deliverable
Edit a Deliverable
Delete a Deliverable
Resource Assignments
Resource Assignment Information Page
Create a Resource Assignment
Reassign Resource Assignments
Edit a Resource Assignment
Accepting Work
Execution of Plans
Schedule Table Actions - Execution
Automatic Execution
Schedule Constraints During Execution
Reschedule Plan
Start Activities
Complete Activities
Track Work
Track Activity Work
Track Resource Assignment Work
Track New Work
Track Work Example
Plan Activities Table
Subscribing to a Deliverable, Action Item, or Plan Object
Plan Baselines
Create a Plan Baseline
View Plan Baseline Information
Manage Plan Baselines
Project Planning Reports
Gantt Explorer
Capacity Report
Viewing Planning Reports
Viewing Task List Reports
Microsoft Project Integration
Edit in Microsoft Project
Export to Microsoft Project
Import a Microsoft Project Plan
Unsupported Import Features
Project Planning Preferences
Exchanging Data Between Contexts
Project Status Table
Three Types of Shared Access
Permissions and Valid Object Types
Actions to Exchange Objects
Adding PDM Objects to a Project
Sending Objects to PDM
Sharing from Project to Project
Collect Objects Table for Sharing
Using the Object Collector
Table View and Columns
Actions to Add Objects
Actions to Remove Objects
Actions to Exchange Objects
Managing Shared Objects
Synchronizing Shared Objects
Scheduled Synchronization
Manual Synchronization
Sharing Filters
Converting a Shared Object to PDM Checkout
Removing a Shared Object
Managing PDM Checkout Objects
Example for PDM Checkout
Undoing a PDM Checkout
Converting a Deprecated Object to a Share
Sharing Rules and Considerations
States and Status When Sharing
Deleting Projects or Shared Objects
Interoperability and CAD Integration
Shared Objects in Workspaces
Resolving Identity Conflicts
Sharing Family Table Objects
Windchill Clipboard
Clipboard Window
Copy and Paste
Cut and Paste
Copy a Page
Paste Selection
Using Excel to Export and Import Data
Best Practices for Using Excel to Export and Import Data
Accessing the Importable Spreadsheet with a BOM Table
About Exporting Data to Excel
Considerations for Exporting Data
How to Export Data to Excel
BOM Table Worksheets
About Importing Data from Excel
Import Job Monitor and Import Job Information Page
Considerations for Importing All Data
Considerations for Importing Parts
File Format for Importing Parts
Considerations for Importing Documents
File Format for Importing Documents
Considerations for Importing Product Structures or BOMs
File Format for Importing Product Structures or BOMs
Considerations for Importing Replacements
File Format for Replacements
Considerations for Importing AML/AVL Entries
File Format for Importing AML/AVL Entries
Import Logic When Importing from Excel
How to Import Data from Excel
Canceling an Import Job
Action Items in Excel
Using Packages to Import and Export Data for Offline Collaboration
Sending and Receiving Windchill Packages
The Package Process
Packages: Sending Side
Packages: Receiving Side
External Collaboration Example Using an Export Only Package Delivery and Windchill ProjectLink
External Collaboration Example Using a PTC Windchill Package Delivery on a DVD
Best Practices for Working with Packages
Best Practices for Working with Received Deliveries
Supported Objects for Windchill Importable Packages
Setting Package Preferences
Life Cycle and Workflow Templates for Packages
Package Creator Role
Windchill PLM Connector Importable Package Group
Replication Package Administrator Group
Received Delivery Manager Role
Create Package
Working with Package Types
Windchill Packages and Technical Data Packages
Creating a Package
Package and Technical Data Package Information Page
Editing a Package or Technical Data Package
Replication Packages
Creating a Replication Package
Replication Package Information Page
Editing a Replication Package
New Iteration for Replication Packages
Configuring Queue Processing Strategy to Export Replication Packages
Package Content
Revising a Package
Adding Successors
Saving As a New Package
Packages Table
Establishing Package Content
Adding Content to a Package, Technical Data Package, CDRL Package, or SDRL Package
Initially Selected Objects Table
Collection Options
Editing Package Filters
Package Content Table
Adding Content to a Replication Package
Contexts Table
Managing Package Extensions
Locking a Package
Unlocking a Package
Files Table
Create Delivery
Deliveries
Creating and Editing a Delivery
Delivery Information Page
Delivery Content Table
Downgraded Deliveries Table
Deliveries Table
Send Delivery
Zipping a Package for Delivery
Format Options
Delivery Options
Manifest Options
Security Options
Downgrade Releases
Enable Fault Tolerance
Report on Faulty and Dependent-on-Faulty Objects
CSV File
Exported and Missing Objects in a Fault-Tolerant Delivery
Failure of a Fault-Tolerant Delivery
Packages and CAD File Synchronization
Downloading Package ZIP Files
Sending a Package
Receiving a Package
Obtain Received Delivery Files
Viewing Package Content Offline
Viewing Importable Package Content
Review Manifest
Viewing Package Content Using the Static Manifest
Use Offline Viewer
Viewing Package Content Using the Offline Viewer
Upload Received Delivery Files
Received Deliveries
Upload Received Delivery Files
Received Delivery Management Table
Received Delivery Information Page
Received Delivery Attributes
Received Delivery Files Table
Editing a Received Delivery
Preview Import
Preview Import for a Received Delivery
Define Mapping
Mapping Management Table
Editing Received Delivery Source System Information
Defining Received Delivery Mapping
Context Mapping
Owning Organization Mapping
View Mapping
Life Cycle Mapping
Folder Mapping
Security Label Mapping
Defining Received Delivery Mapping Using a Load File
Defining Received Delivery Version Mapping
Configuring Version Mapping for Imports
Import Received Delivery
Importing Received Delivery Files
Importing Incremental Received Delivery Files
Using the Event Management Utility for Received Delivery Import
Reviewing the Import Summary Report for a Received Delivery
Viewing a Received Delivery Import Log File
Reviewing a Received Delivery Import Log
Troubleshooting Received Delivery Import
Defining Received Delivery Conflict Resolutions Using a Load File
Working with Objects Imported Using a Received Delivery
Selecting Life Cycle Templates and Initiating Workflow Processes during Received Delivery Import
Importing Participants with Replication Packages
Additional Capabilities
Windchill Aerospace & Defense
About Aerospace & Defense Configuration Items and Design Solutions
Product Structure
Configuration Management Objects: Windchill Parts
Configuration Level Details
Configuration Level Effectivity
About Configuration Level Change Management
Change Examples
Configuration Level Structure with the Link Object
Link Object Change Example
Administration and Configuration
Managing Parts
Defining Part Subtypes and Relationship Constraints
Custom Part Subtype Examples
Managing Change Objects
Managing Effectivity
Configuring the System to Employ the Link Object
Using Windchill Aerospace and Defense Configuration Management Features
Windchill Aerospace & Defense Interface
Object Information Page Tables
About Modification Stack Tables
Object Actions
Product Structure Effectivity Range Filter
Managing Part Structure
Managing the Configuration Level Part Structure
Managing Configuration Level Change
Creating a Change Directive
Generating Change Actions
Fulfilling Change Actions
Change Examples
Managing the Configuration Level with the Link Object
About CDRLs and SDRLs
Creating a CDRL or SDRL
CDRL and SDRL Information Pages
Editing a CDRL or SDRL
About CDRL and SDRL Reports
About Unincorporated Changes
Creating an Unincorporated Change
Approving an Unincorporated Change
Editing an Unincorporated Change
Viewing an Unincorporated Change
Incorporating an Unincorporated Change
Windchill Quality Management Solutions
Windchill QMS for Med Device
Installing the Windchill Quality Management System
Assumptions for Installing QMS
Products Needed to Install QMS
License Capabilities in Quality Management System
Windchill Quality Management Navigation
Editing a Quality Context
Windchill Quality Solution History Timeline
Details Page for a Quality Context
Quality Tasks Table
Using the Design History File and Device Master Record
Tracking Licenses for Windchill Quality Management Solutions
Training Tracking Function Overview
Using the Training Tracking Function
Training Records Table Page
Training Records Information Page
Folders Page Overview
Folder Information Page
Folder Table Actions
CAPA Page Overview
CAPA Information Page
CAPA Audit Trail
Nonconformance Page Overview
Nonconformance Information Page
Nonconformance Audit Trail
Customer Experience Page Overview
Customer Experience Information Page
Customer Experience Audit Trail
Audit Page Overview
Audit Table Page
Audit Information Page
Regulatory Submissions Page Overview
Regulatory Submissions Table Page
Non-Revisable Regulatory Submission Information Page
Revisable Regulatory Submission Information Page
Table Data Details for the Regulatory Submission
Regulatory Content
Acknowledgement Messages Table
The Regulatory Tab
UDI Process Overview
UDI Information Page
Quality Teams
Windchill CAPA Roles
Windchill Nonconformance Roles
Windchill Customer Experience Management Roles
Quality Reports
Quality Utilities
Quality Document Administration
Quality Part Administration
Administration of Terminal States for Quality Management Objects
People and Places Administration Overview
Selected People and Places Table
Creating People and Places
People and Places Information Page
Editing People and Places
Quality Classification Trees
Viewing Classification Tree Items
Creating or Updating Classification Tree Items
Importing Items into a Classification Tree
Exporting Items from a Classification Tree
Failure Effects, Failure Modes, and Harm Hazards
Failure Effects Overview
Creating Failure Effects
Editing Failure Effects
Deleting Failure Effects
Failure Modes Overview
Creating Failure Modes
Editing Failure Modes
Deleting Failure Modes
Harm Hazards Overview
Creating Harm Hazards
Editing Harm Hazards
Deleting Harm Hazards
The Windchill CAPA Process
Windchill CAPA Requests
Creating a New CAPA Request
Creating a New CAPA Request from a Nonconformance, Customer Experience, or Existing CAPA
Editing a CAPA Request
Windchill CAPA Reviews
Windchill CAPA Investigations
Action Plans
Internal and External Action Plan Owners
Conducting an Action Plan Task
Creating a Windchill CAPA Plan Approval Package
Change Notices
Conducting the Submit Change Notice Task
Conducting the Complete Change Notice Task
Conducting the Review Change Notice Task
Conducting the Rework Change Notice Task
Conducting the Audit Change Notice Task
Windchill CAPA Action Implementations
Windchill CAPA Action Confirmations
Windchill CAPA Action Effectiveness
Windchill CAPA Effectiveness
Creating a Windchill CAPA Effectiveness Approval Package
Editing a CAPA from Any State
Adding Failure Codes to a CAPA
Printing CAPAs
The Windchill Nonconformance Process
Create a New Nonconformance
Evaluate a New Nonconformance
Create a New Nonconformance Investigation
Create a Disposition Plan
Add a Disposition
Edit a Disposition Plan
Perform a Disposition
Edit a Nonconformance from Any State
Adding Failure Codes to a Nonconformance
Printing Nonconformances
The Windchill Customer Experience Management Process
Creating or Editing a Customer Experience
Evaluating a Customer Experience
Customer Experience Activities
Creating a Customer Experience Activity
Responding to a Customer Experience Activity
Reviewing a Customer Experience Activity
Product Activities
Creating a Customer Experience Product Activity
Creating a Customer Experience Product Investigation Activity
Responding to a Customer Experience Product Activity
Reviewing a Customer Experience Product Activity
Processing a Returned Product
Investigating a Product
Customer Experience Summary and Review
Editing a Customer Experience Object from Any State
Using Failure Codes and FMEA Objects
Printing Customer Experiences
Using Category Tree as a Constraint on an Attribute
The Windchill Audit Management Process
Creating and Editing an Audit
Set Attributes
Audit Details
Association of CAPA and Nonconformance with an Audit
Windchill Regulatory Submissions
About the Regulatory Submission Process
Regulatory Master Administration
Defining the Types of Regulatory Submissions
General Information about Regulatory Submission
Setting up the Regulatory Submission Table Data
Setting up Categories for the Regulatory Content
Setting up Subjects for a Regulatory Submission
Setting up Drivers for a Regulatory Submission
Setting Up the Regulatory Submission Stages
Setting up the Tracking Layout
Configuring the Expiration Service
Regulatory Master Preferences
Regulatory Master Properties
Configuring the Adverse Event Regulatory Submission
Setting Up Communication
Regulatory Submission Workflow Objects
Configuring the Submitted To Attribute
Developing Regulatory Master Components
Acknowledgement Messages
Tracking Attributes for Revisable Regulatory Submission
Enabling the Windchill System for Data Entry
Setting Up a Quality Context
Setting Up Team Roles
Adding Quality Action Links to the Home Page
Adding or Importing People and Places
Manually Loading Administrative Data
Load Files for Regulatory Submissions
Managing Regulatory Submissions
Categories of Regulatory Submissions
Managing Adverse Event Report Regulatory Submissions
Viewing Adverse Event Regulatory Submissions
Viewing Tasks for an Adverse Event Regulatory Submissions
Creating a Regulatory Submission
Viewing a Regulatory Submission
Editing a Regulatory Submission
Managing Table Data for a Regulatory Submission
Updating a Completed Regulatory Submission
Creating a Follow-Up of a Non-Revisable Regulatory Submission
Creating a Revision of a Revisable Regulatory Submission
Deleting a Regulatory Submission
Tracking a Revisable Regulatory Submission
Unique Device Identification
Administering Unique Device Identification
Configuring UDI Super Set Workflow
UDI Super Set Workflow Variables
Configuring UDI Business Rule
Setting up Subjects for a UDI Super Set
Working with Unique Device Identification
Setting Up UDI Submissions
Creating a New UDI
Importing and Updating a FDA UDIs from a Spreadsheet
Completing the FDA UDI Submission Form
Completing the UDI Super Set Form
Linking UDIs to a Part
Viewing Information for FDA UDI Submissions
Viewing Information for UDI Super Set
Viewing Information for UDI Super Set Linked to a Part
Subjects Details for the UDI Super Set
Table Data Details for the UDI Super Set
Packaging Configuration for the UDI Super Set
Customizing Table Views for Multiple UDIs
Validating Multiple UDIs
Approving Individual UDI
Approving Multiple UDIs
Creating Follow-Up UDIs
Refreshing Source Data in UDIs
Resolving Individual Delayed FDA UDI Submissions
Resolving Multiple Delayed FDA UDI Submissions
Resolving Failed FDA UDI Submissions
Deleting a Revisable UDI Super Set
Service Information Management
Using Windchill Service Information Manager and Windchill Service Parts
About the Documentation for Windchill Service Information Manager and Windchill Service Parts
About Arbortext Content Delivery
About Service Structures
About Information Structures
About Publication Structures
Managing Service Structures
Service Structure Information Page
Service Group or Section Information Page
The Service Structures Tables
Set as Primary Information Structure
Service Structure Attributes
Table of Contents Information Page
Index Information Page
Impacted By Tab of Service Structures
Managing Part Associations in Impacted By Tab
About Impact Analysis Report
Managing Notifications to Modify Service Data Based on Part Updates
View Applicability
Manage Applicability
Assigning Applicability to Objects in a Folder
Managing Service Effectivity
Adding Service Effectivity to Multiple Items
Editing Service Effectivity of Multiple Items
Deleting Service Effectivity of Multiple Items
Assigning Symptoms to a Service Structure
About Part Document Filters
About Part Related Documents Report
Delivery Content Report
About Textual and Graphic Information Elements Requiring Update Report
Building Service Structures
Creating a Service Structure
Service Structure Templates
Service Structure Editing
Filtering Service Structure Using Variant Specification
All Checkouts
All Information Structure Checkouts
Rearranging Service Structure Objects
Create a New Information Structure
Create a New Publication Structure
Saving a Service Structure as a Master Structure
Generating a Publication Structure
Regenerating a Service Structure
Insert New Group or Section
Insert New Multiple Groups or Sections
Insert Existing Group or Section
Insert Existing Service Structure
Information Structure Tab of the Publication Structure
About Auto Populating a Service Structure
Doctype for Auto-Populate Configuration File
Auto Population: Sample Configuration File
Edit Attributes
Collecting Objects Associated with Structures
Service Structure Information Elements
Adding Textual Information Elements
New Textual Information Element
Adding New or Existing Graphic Information Elements
Adding Parts List Information Elements
New Parts List Information Element
Adding New or Existing Documents
Insert Existing Information Element
Adding Content to a Publication Structure from the Information Structure Tab
List of Information Elements Used in Service Structures
Replace Content with a Local Copy
Content Holders for Information Elements
Assigning Choices to Service Structure Objects
Publish Representation
About Translation Management in Service Structures
Generate a Translation Document for a Structure
Service Structure Translation Packages
About Service Product Hierarchy
Service Product Hierarchy Information Page
Service Product Hierarchy Attributes
Managing a Service Product Hierarchy
Creating a Service Product Hierarchy
Associating Product Hierarchy to a Service Structure
Editing a Service Product Hierarchy
Publishing a Service Product Hierarchy
Updating Custom Product Hierarchy Objects to Out of the Box Service Product Hierarchy Types
About Windchill Service Parts
Windchill Service Parts Folders Page
Folder Contents Table Actions
Windchill Service Parts Information Page
The Windchill Service Parts Structure Tab
The Items Tab
The Applicability Tab
The Visualization Tab
The Related Parts Tab
The Add To Action Set
Viewing Action Set
The Related Objects Action Set
The Publish Action Set
The Service Action Set
Service BOM and Source BOM Relationship Overview
Creating and Editing Parts Lists
Creating a New Parts List Information Element
Opening a Parts List for Editing
Associating a BOM to a Parts List
Adding BOM Parts to a Parts List
Adding Existing Parts to a Parts List
Generating Parts Lists from SBOM Parts
Generating Parts Lists from a Generic Parts List (Template)
Updating Parts Lists after Changes to Source
Identifying Parts Lists Affected by Changes to Source SBOM
Controlling Update Required Notifications
Identifying Changes Made to a Source SBOM Associated with a Parts List
Updating a Parts List after Changes to the Source SBOM
Controls for Automatic Parts List Updates
Removing the Update Required Flag from a Parts List
Update Type for a Parts List During Update
Identifying Parts Lists Affected by Changes to Generic Parts List (Template)
Updating a Parts List after Changes to Generic Parts List (Template)
Parts Lists Requiring Update Report
Parts List Changes Report
Editing in the Items Tab
Editing Item Attributes
Editing Common Part Attributes for Parts List Items
Reordering Parts List Items
Sort a Parts List by an Attribute Value
Viewing Parts in a 3D Representation
Managing Parts Lists
Revising Parts Lists
Moving Parts Lists
Saving Parts Lists as New Objects
Collecting Objects Associated with Parts Lists
Deleting Parts Lists
Exporting Parts Lists
Importing Parts Lists
Managing Applicability
Assigning Applicability to a Parts List
Creating an Option Set
Assigning Choices to Part Usages
Filtering the Display of Parts
Filtering on Options
Filtering on Service Effectivity
Filtering on Attributes
Applicability for BOM Parts
Applicability for Parts List Illustrations
Service Replacement
Manage Replacements
Managing Alternate Parts
Managing Substitute Parts
Managing Supplementary Parts
Managing Superseded Parts
Overview of Creo Illustrate Integration with Windchill Service Information Manager and Windchill Service Parts
Parts List Illustrations
Creating and Updating Parts List Illustrations
New Illustration
Update Illustration
Add an Illustration to a Parts List
Remove an Illustration from a Parts List
Illustrations in a Parts List
Generating XML for Creo Illustrate
Creating Parts List Representations
PDF and Bundle Publishing
About Service Publishing
Publishing from a Service Structure
Overview on Stylesheet Modification when Publishing to PDF
Publishing a PDF or a Bundle from a Publication Structure
Publishing a Bundle from an Information Structure
Republishing an Incremental Bundle Representation
Automating Incremental Publishing
Publishing a Parts List
Publishing a PDF or Graphical Structure from a Parts List
Configuration Guide
Windchill Service Information Manager Overview
Managing Access for Windchill Service Information Manager
Windchill Service Information Manager Setup and Configuration
Managing Information Elements
Managing Dynamic Document Templates
Service Product Setup
Service Roles for an Existing Product
Adding Service Roles to a Product
Setting Up an Information Structure
Setting Up a Publication Structure
Service Preferences for an Existing Product
Setting Service Preferences
Preferences for Regenerating a Service Structure
Service Object Initialization
Autonumbering for Service Subtypes
Service Folder Defaults
Service BOM and Parts Lists for an Existing Product
Defining Options with Advanced Expressions
Setting Up Translation
Importing Existing Translations
Translation Management Support
Notes and Limitations
Translation Workflow States
Translation Configuration Process
Translation Preferences
Setting Up Dynamic Documents
Security Labels on Documents
Configuring Attributes
Defining Attribute Sets
Mapping Part Attributes to Parts List Item Attributes
Service Publishing Setup
Service Publishing Process
Configuring Publishing for Service Documents
Service Worker and Publishing
Configuring Multiple SIS Workers
Service Publishing Rules for WVS
Creating Service Publish Rules
Service Worker Parameters
Graphic File Formats and Media Objects
Graphic Conversion Support
Service Application Sample Document Type
Bundle Publishing Output
UsingXSL Bundle Publishing Output
Publishing an Information Structure
Publishing a Publication Structure
Publishing a Parts List
Release Toggles
Windchill Service Information Manager Translation Management
About Translation Management
Managing Translation
XLIFF Documents for Translation
Reference Documents for Translation
About Translating Creo Illustrate (.c3di) Files
Translation Packages
Creating a Translation Package
Create Translation Package
Cancel Translation Package
Partial Import of Translation Packages
Reusing Existing Translated Documents
Managing Translation Objects
Validating File Contents of Translated Packages
Translation Dashboard Table
Translation Content Table
Replace Translation Source
Translation and Quotation Logs and Manifests
Customizing Windchill Service Information Manager and Windchill Service Parts
Customizing Windchill Service Information Manager Overview
Customizing Information Elements
Custom Hook to Restrict Search Criteria for Information Elements
Customizing Translation Creation Hook
Customizing Hook to Generate or Regenerate New Service Structure
Attribute Propagation and Custom Object Persistence when Generating Service Structures
Adding Custom Content or Files to a Translation Package
Custom Hook to Validate Incoming Translated Content
Custom Hook to Pre-populate Target Languages for Translation
Customizing Windchill Service Parts Overview
Customizing Windchill Service Parts
Defining Custom Locations for Configuration Files
Customizing Service Effectivity Overview
Customizing Service Effectivity
Creating a Custom Service Effectivity Configuration Panel
Customizing Publishing
Understanding the Publishing Process
Connecting to Arbortext Publishing Engine
WVS and Worker Setup
Service Application
Technical Information Application
Service Publishing Rules
Payload and Manifest
Associating Configurable Describe Documents to a Part
Applicability in Publishing
Advanced Customization of Publishing
Windchill Supplier Management
Windchill Supplier Management Overview
Windchill Supplier Management Introduction
Representing Manufacturers and Vendors Within Your Organization
Understanding OEM Parts, Manufacturer Parts, and Vendor Parts
Identifying Object Types Used in Windchill Supplier Management
Using AMLs and AVLs
Relationships Between OEM and Supplier Parts
Part Sourcing Status
Identifying the Sourcing Status of Parts
Other Useful Capabilities of Windchill Supplier Management
Tasks and Administrative Privileges
Windchill Supplier Management Profile Actions
Windchill Supplier Management Administration
Administrative Setup and Configuration Overview
The Sourcing Administrator
Organizations Representing Manufacturers and Vendors
Getting Started with Windchill Supplier Management
Adding and Removing the Sourcing Administrator
Enabling the Sourcing Administrator to Create Supplier Organizations
Creating a Supplier Organization
Customizing Manufacturers and Vendors
Navigating Windchill Supplier Management
Suppliers
Creating a New Supplier
Specifying a Supplier Organization
Supplier Information Page
Adding or Editing a Contact
Adding a Document
Subscribing to the Supplier Events
Editing Supplier Attributes
Setting the Supplier Life Cycle
Modifying the Life Cycle Template for a Supplier
Sourcing Contexts
Creating a New Sourcing Context
Viewing the Information Page for a Sourcing Context
Renaming the Sourcing Context
Changing the Description and Attributes of a Sourcing Context
Sourcing Rules
How Sourcing Rules are Applied
Creating New Rules
Assigning a Sourcing Status to a Rule
Editing the Sourcing Rule
Disabling and Enabling Rules
Executing Rules
Viewing the Information Page for the Sourcing Rules
Reports
Supplied Parts Table
Vendor Line Card Report
Who Can Modify the AML/AVL and the Sourcing Status
Loading Parts and Part Relationships
Configuring the Numbering of Supplier Parts
Configuring the Sourcing Status Values
Working with Manufacturer and Vendor Parts
Information Page for the OEM Part
Creating an OEM Part
Creating New Manufacturer and Vendor Parts
Information Page for a Manufacturer or Vendor Part
Selecting the Sourcing Context
Managing the AML/AVL
Managing the AML/AVL From the Structure Tab
Adding a Manufacturer Part
Adding a Vendor Part
Accessing the AML/AVL for All Sourcing Contexts
Modifying the Sourcing Status
Updating Part Relationships
Saving an AML/AVL in a Different Context
Windchill Search
Advanced Search
Viewing Advanced Search Results
Configuring Search with User Preferences
Classification Search
Obtaining Reports
Product Structure Reports
AML/AVL Where Used Table
Comparing OEM and Supplier Parts
History Reports
Other Operations
Part Request Process
Overview of the Part Request Process
Sample Part Request
Fast Track Part Request Workflow
Working with Part Requests
Initiating a Part Request
Creating a New Part Request
Submitting a Part Request Later
Editing a Part Request
Finding a Part Request
Canceling a Part Request
Resubmitting a Part Request
Subscribing to a Part Request
Accessing Part Request Tasks
Part Request Reports
Viewing the Information Page of the Part Request
Configuring the Part Request Process
Part Request Team Definition
Templates Used with the Part Request Process
Part Request Process Roles
Life Cycle States of the Part Request Process
Configuring Subtypes of a Part Request Object
Adapting a Part Request Process to the Needs of Your Company
Using DTDs for Loading Supplier and Part Data
DTD Files for Loading and Importing Supplier Data
Using csvmapfile.dtd
Elements of the csvmapfile.dtd
Using suma_ixb.dtd
Loading Manufacturer and Vendor Parts
Loading AML/AVL Entries
Loading a Sourcing Context
Sample XML Files
Sample Input File for the LoadFileSet Utility
Approved Manufacturer Part List (AML)
Manufacturing Process Management
Windchill MPMLink Overview
MPMLink Architecture
What Can MPMLink Do for Me?
Manufacturing Process Management Flow
Key Manufacturing Concepts and Terminology
Manufacturing Documents
Manufacturing Life Cycles
Manufacturing Links
Equivalent Links
Equivalent Occurrences
Equivalent Usages
Use Cases: Equivalent Usage Indicator Status
Use Case 1: One-to-One Equivalent Link Scenarios
Use Case 2: One-to-Many Equivalent Links Scenarios
Use Case 3: Equivalent Usage Exists but Cannot Be Determined
Use Case 4: Equivalent Usage Status in Local and Global Context
Compatibility Links
Active Manufacturing Assemblies
Phantom Manufacturing Parts
Control Characteristics
Alternate BOMs
ERP Data
Extended Data
Department Data Overview
Information Page for Department Data
Implied Equivalence of Parts
WebGL in MPMLink
Incremental Loading in MPMLink Browsers
Product Structures and Bills of Materials
Cache Mechanism in BOM Transformer
MPMLink Browsers
MPMLink Customization
Standalone BOM Transformer
Support for Cascading Attributes in MPMLink
Using QuickView for Visualization in MPMLink
Use Case: Generate QuickView for a Representation
Key Points About License in Windchill MPMLink
Transforming an eBOM into an mBOM
Creating an mBOM
Adding Parts with Associative BOM Links
Use Case: Duplicate Applying Filters
Overview of Generate Downstream Structure Action
Transfer Specific Parts
Generating a Downstream Structure
Rules File
Generating a Downstream Structure by Defining a Range
Use Cases: Generate Downstream Structure
Use Case 1: Generate a Downstream Structure Based on the Part Attribute
Use Case 2: Generate a Downstream Structure Based on the Part Usage Attribute
Use Case 3: Generate a Downstream Structure By Mapping Multiple Part Usage Attributes
Use Case 4: No BOM Transformation Based on the Part Type
Use Case 5: Generate a Downstream Structure With a Specific Structure Not Traversed Based on the Part
Use Case 6: Generate a Downstream Structure by Mapping Two Different Usage Attributes
Use Case 7: Generate a Downstream Structure by Skipping a Part Based on the Part Usage Attribute
Use Case 8: Generate a Downstream Structure by Skipping a Part Based on Two Attributes
Use Case 9: Generate a Downstream Structure by Skipping a Part Based on Two Attributes
Use Case 10: Generate a Downstream Structure by Considering Process Plan Allocation
Use Case 11: Generate a Downstream Structure for Entities That Have Same Value
Use Case 12: Generate a Downstream Structure by Defining a Range
Use Case 13: Generate a Downstream Structure by Skipping a Part Based on the Range Attribute
Use Case 14: Generate a Downstream Structure Based on the Part Type
Use Case 15: Generate a Downstream Structure Based on Part Attribute (Same Type, Multiple Configurations)
Use Case 16: Generate a Downstream Structure Based on Occurrence Attribute
Use Case 17: Generate a Downstream Structure and Create Equivalent Link Based on Template
Creating Alternate BOMs
Adding Parts using Assemble As
Creating an Equivalent Occurrence Link in BOM Transformer
Creating an Equivalent Usage Link
About Assemble Action in BOM Transformer
Creating Multiple Alternate Assemblies in Downstream View from Assemblies in Upstream View
About Propagating Child Parts Under First-Level Child Parts in the Alternate Assemblies
Creating Multiple Alternate Assemblies in Downstream View from Assemblies in Downstream View
About New Split Assemblies Actions in BOM Transformer
Creating Multiple Split Assemblies in Downstream View from Assemblies in Upstream View
Incorporating Upstream Changes in Split Assemblies
About Propagating Child Parts Under First-Level Child Parts in Split Assemblies
About Reconciliation in Split Assemblies in Smart Collection Context
Creating Multiple Split Assemblies in Downstream View from Assemblies in Downstream View
Incorporating Upstream Changes in Split Assemblies
Properties Related to the New Split Assemblies Action
Use Cases: Copying Entities from Upstream to Downstream after Creating Split Assemblies
Use Case 1: Copy All the Plants and Plant Attribute Values
Use Case 2: Copy All Plants and Specific Plant Attribute Values
Use Case 3: Copy Specific Plants and Plant Attribute Values
Use Case 4: Copy Target Plant and Plant Attribute Values Based on the Downstream Context
Use Case 5: Copy All But One Plant and Specific Plant Attribute Values
Use Case 6: Copy Specific Plant Attribute Values per Plant
Use Case 7: Copy All Departments and Department Attribute Values
Use Case 8: Copy Specific Departments and Department Attribute Values
Use Cases: Updating Entities from Upstream to Downstream after Creating Split Assemblies
Use Case 1: Propagate All the Updated Changes in Upstream to Downstream
Use Case 2: Propagate Specific Updated Changes in Upstream to Downstream
Use Case: Copying Specific Part Entities from Upstream to Downstream after Creating Split Assemblies
Use Case: Copy All Plants, Plant Attribute Values, Departments, and Department Attribute Values in Downstream Split Assemblies
Resolve Consumption Discrepancies
Resolving Consumption Discrepancy Using Scheduler
Generating and Updating the Mass mBOMs in the BOM Transformer
Terminology Used in Mass mBOMs
Generate and Update Logic
Generating Mass mBOMs in the BOM Transformer
Tutorial 1: Generating Mass mBOMs
Tutorial 2 : Generating Mass mBOMs Using Parameters
Tutorial 3: Selectively Generating Mass mBOMs
Updating Mass mBOMs in the BOM Transformer
Tutorial 1: Updating Mass mBOMs
Updating the Cumulative Equivalent Status
Mapping the Common Classification Binding Attributes in MPMLink
Maintaining an mBOM
Creating an Equivalent Link
Viewing Equivalent Links
Removing Equivalent Links
Finding Equivalent Links
Updating Equivalent Links Silently
Updating Equivalent Links in the Downstream Structure and Resolving Discrepancies
Updating Equivalent Links in the Upstream Structure and Resolving Discrepancies
Creating Self-Equivalent Links
Revising Parts and Resolving Discrepancies Using Current Equivalent Link
About Update to Current Equivalent Objects Dialog Box
About Alternate Equivalent Links in BOM Transformer
Duplicating a Part
Repositioning an Assembly in BOM Transformer
Implicit Replacement of Parts
Use Case: Working of the New Downstream Branch Variant Action with Implicit Replacement Preference
Managed Collections in MPMLink
Configuring Managed Collection for MPMLink
Managed Collection Actions in BOM Transformer
Opening Managed Collections in BOM Transformer
About Smart Collection
Creating a Smart Collection
Opening a Smart Collection in BOM Transformer
Editing a Smart Collection
About Updating Paths in a Smart Collection
About Changing the Value of Quantity in Smart Collection
Smart Collection Information Page
Renaming a Smart Collection
Using Save As in Smart Collection
Enabling History Related to a Smart Collection
Highlighting Parts Added to a Smart Collection
Disabling a Smart Collection and Reverting to a Smart Collection
Viewing Smart Collections on Windchill Home Page
Searching a Smart Collection
View Smart Collection After Upgrade
Applying Variant Specification on a Smart Collection
Viewing a Default Structure in a Smart Collection
Applying Variant Specification on a Default Structure in Smart Collection
About Reconciliation in Smart Collection Context
Limiting the Expansion of Tree Structure
Removing Occurrences
Cutting and Pasting Equivalent Occurrences
Updating Downstream Occurrence Positioning in Associative Structure Browsers
Updating an Alternate BOM Number
Merging Part Usage Links
Removing Usage Links and Occurrences in BOM Transformer
Replacing a Part with its Peer Equivalent Part
Extending BOM Equivalences in Associative Structure Browsers
Propagating Upstream Changes
Current and Previous Values for Change Types
Displaying BOM Differences in Associative Structure Browsers
Splitting Usage Links in Associative Structure Browsers
About Refreshing BOM Transformer
Updating Subtype Attributes
Updating Usage Attributes in BOM Transformer
About Support for Image Links in MPMLink
Managing Equivalent Occurrence Links
Removing an Equivalent Occurrence Link in BOM Transformer
Reviewing an mBOM
MPMLink Filters
Editing a Windchill MPMLink Structure Filter
Setting Path Filters
Apply Path Filter
About Selection Filter and ECN Filter
Opening Parts in BOM Transformer
About Setting Criteria in Quick Filter
Usage Considerations for Include Linked Parts on The Other Side Check box
Opening Searched Parts in BOM Transformer
Example 1: Understanding How Values are Populated in Smart Collection List in Quick Filter Dialog Box
Example 2: Specifying Parent Context in Quick Filter Dialog Box
Overview of Plant Configuration Specification
Applying a Plant Configuration Specification
Use Cases related to Plant Configuration Specification
About the Plant Filter in the BOM Transformer
Creating New Plant Filter Expressions
Examples: Defining Expressions in the Plant Filter Tab
Use Cases: Plant Filter
Use Case 1: Filter Part Structure Based on Plant Assignment
Use Case 2: Filter in Parts That Do Not Have Plants Assigned to Them
Use Case 3: Filter a Part Structure Based on its Assigned Plant, Department Data, and State of Department Data
Use Case 4: Filter a Part Structure Using Multiple Expressions
Use Case 5: Filter Part Structure Based on Effectivity Assigned to Plants and Department Data
Use Case 6: Filter Part Structure Based on Assigned Raw Material
About Quick Plant Filter
Working of Quick Plant Filter
About Setting Filter Criteria in Quick Plant Filter
About the Set Configuration Specification Action in the BOM Transformer
Capturing ECN Changes in BOM Transformer
About Setting the Filter Criteria in the Set Configuration Specification
Detecting and Resolving Discrepancies in the BOM Transformer
Key Points
Workflows to Detect and Resolve Discrepancies
Workflow 1: Incorporating Changes to Parts Associated with Change Objects Using Quick Filter
Workflow 2: Incorporating Changes to Parts Associated with Change Objects Using Set Configuration Specification
Use Case: Select in Downstream Structure Action
Use case: Resolving Individual Discrepancy Using the Show only selected part discrepancies checkbox
Use Case: Select a Downstream Parent to Propagate
Use case: Check in after propagation checkbox
Synchronizing Upstream and Downstream Structures
Key Points About Synchronize Structures
Marking Subcontracted Parts and Supplier Parts in BOM Transformer
Using Quick Search in BOM Transformer
Preferences Related to Filters in MPMLink
Using the BOM Transformer
BOM Transformer Task Tabs
Uses Tab
Made From Tab
Equivalent Parts Tab
Equivalent Occurrences Tab
Documentation Tab
Process Plan Tab
Inserting A New Routing Plan
Plants Tab
Departments Tab
Alternate BOM Tab
Control Characteristics Tab
Configuring BOM Transformer
Working on Part Structures in Multiple Browser Sessions
Browser Settings in BOM Transformer
Modifying Default Display Settings in BOM Transformer
Using the Visualization Panel
About Updating and Reloading of Visualization Tab in BOM Transformer
About Section Cut in MPMLink
About Custom Selection Action in Visualization Tab of BOM Transformer
Example 1: Highlighting of Parts in Tree Structure Based on Selection in Visualization Tab of BOM Transformer
Example 2: Highlighting of Occurrences in Tree Structure Based on Selection in Visualization Tab of BOM Transformer
My Checkouts in MPMLink
Preferences in MPMLink
Extending BOM Equivalences
Exporting Associative BOM Report
Creating ERP Data
Opening a Part as Upstream or Downstream BOM in Associative Structure Browsers
Using Explorer Menu in BOM Transformer
Viewing Object Attributes
Editing Object Attributes
Working with Process Plans and Standard Procedures
Using the Process Plan Browser
Viewing Action Set - Process Plan Browser
Creating a Process Plan
Editing a Process Plan
Process Plan Information Page
Managing Process Plans
Process Plan Browser Task Tabs
Documentation Tab
Control Characteristics Tab
Standard Procedures Tab
Work Center Allocation Tab
Routing Plan Tab
Managing Routing Plans
Inserting A New Routing Plan
Routing Plan Information Page
Using the Related Objects Tab
Opening a Routing Plan in the Process Plan Browser
Routing Plan Tab
Routing Plan Tab Toolbar Actions
Adding a Zone in the Routing Plan Tab
Using the Side and Level Attributes
Localizing Operations in a Routing Plan Context
Actions for Localized Operations
Editing a Routing Plan
Using the Save As Action for a Routing Plan
Searching a Routing Plan
Collecting Routing Plan and Associated Localized Operations
Revising Multiple Objects Related to a Routing Plan Simultaneously
Duplicating a Process Plan Using Save As Action
Tagging the Related Assemblies in the Process Plan Browser
Use Cases: Tagging Alternate BOMs to Operations
Editing Multiple Attributes of Operations
Editing Common Attributes of a Process Plan
Using the Save As for Variant Action in Process Plan Browser
Use Case 1: Collapsible Attribute Set to No
Use Case 2: Collapsible Attribute Set to Yes
Use Case 3: Reference Operated On Part
Use Case 4: Usages With Different Line Numbers
Use Case 5: Occurrence Level Allocations with Reference Designators
Use Case 6: Occurrence Level Allocations with Positional Information
Generated Process Plans
Generated Process Plan Structure
Creating a Generated Process Plan
Synchronizing Generic and Generated Process Plans
Rules File for Generated Process Plans
Associating a Rules File With a Generic Process Plan
Use Cases: Creating and Updating Generated Process Plans
Use Case 1: Creating a Generated Process Plan Based on Expressions
Use Case 2: Synchronizing a Generated Process Plan for Allocation and Operation Update
Use Case 3: Creating a Generated Process Plan for Carrying Forward Specific Associations and Attributes
Use Case 4: Synchronizing a Generated Process Plan for Attribute Updates
Automatically Allocate Parts to An Existing Process Plan Based On Derived Logic
Automatically Allocating Parts to an Operation in PPB Using Attribute Mapping and Range-Based Approach
Viewing Assigned Expressions for the Allocated Parts in the Process Plan Browser
Label Numbers in Process Plans
Using the Quick Revise Action in the Process Plan Browser
Color Codes in the Process Plan Browser
Viewing a Process Plan Playback
Defining Playback Options
Viewing and Working with a Plant Layout
Associating Parts to Process Plans
About the Resolve Orphan Objects Action in the Process Plan Browser
Referencing a Standard Procedure
Removing a Standard Procedure Reference Link
Using the Tree Picker
Splitting Usage Links in Tree Picker of Process Plan Browser
Defining a Quantity for Usage Splitting
Variant Specification in Process Plan Browser
About Model Items Difference Report in Process Plan Browser
Working with Manufacturing Operations
Creating Manufacturing Context for Process Plan with Part Structure Allocated to an Operation with CAD Context
Operations Information Page
Using the Operation Structure Tab
Creating Operations
Creating Operations Using Existing Manufacturing Capabilities
Viewing Manufacturing Capabilities Used by an Operation
Using New Operation to Insert an Operation or Standard Operation
Editing an Operation or a Standard Operation
Duplicating an Operation
Editing Common Attributes of an Operation
Generating Manufacturing Information Using NC-XML Files
Managing Illustrations in the Process Plan Browser using Creo Illustrate
Creating Illustrations in a Process Plan Browser
Opening an Illustration in Creo Illustrate
Updating an Illustration in Creo Illustrate
Removing an Illustration
Displaying Illustrations in Work Instructions
Creating New Illustrations for All Operations in the Process Plan Browser
Capturing ECN Changes in the Process Plan Browser
Capturing ECN Changes in the Manufacturing Resource Browser
Creating Operations Using Existing Manufacturing Capabilities
Assigning Formulas to Operations
Viewing Manufacturing Capabilities Used by an Operation
Assigning a Work Center
Localizing Operations
Allocating a Processing Resource to an Operation in Process Plan Browser
Working with Standard Operations
Managing Standard Operations
Creating a Standard Operation
Reusing a Standard Operation
Allocating a Part Under the Standard Operation
Removing a Standard Operation
Deleting a Standard Operation
Allocating Parts
Allocating Parts from the Visualization Panel
Allocating Parts to an Operation and Adding Them to the BOM
Allocating Made From Parts to an Operation
Allocation Types
Working with Operated On Parts
Allocating Parts Using Delegates
Reallocating a Part
Removing a Part Allocation
Orphan Allocated Parts
Viewing Allocated Parts
Defining the Appearance of Allocated Parts
Updating and Saving the Position of Resources and Operated-on Parts in Process Plan Browser
Updating and Saving the Position of Resources and Their Representations in the Manufacturing Resource Browser
About Sequences
Sequences Information Page
Using the Sequence Structure Tab
Creating Sequences
Editing a Sequence
Editing Common Attributes of a Sequence
Working with Manufacturing Resources
Plant Information Page
Work Center Information Page
Process Material Information Page
Skill Information Page
Tooling Information Page
Resource Group Information Page
Creating a New Resource
Inserting Multiple New Resources of the Same Type in the Manufacturing Resource Browser
Inserting an Existing Resource
Pasting a Resource as a New Instance
Visualizing Manufacturing Resources
Working with Resource Categories
Changing a Resource Category
Building Resource Hierarchies
Inserting an Existing Resource Into Another Resource Hierarchy
Associating Resources with an Equivalent Part
Translation Support for Windchill MPMLink
Working with Work Center and Processing Resources in Process Plan Browser
Allocating a Work Center to an Operation in Process Plan Browser
Allocating a Processing Resource to an Operation in Process Plan Browser
Using the Manufacturing Resource Browser
Manufacturing Resource Browser Task Tabs
Formula Set Tab
Compatibility Tab
Creating a Compatibility Link
About Advanced Manufacturing Resource Browser
Tutorial: Using Advanced Manufacturing Resource Browser
Creating a Resource Catalog in the MRB
Creating Structures for Local Plants in the MRB
Creating Physical Instances Using the Resource Catalog
Creating a Master Process Plan in the Process Plan Browser (PPB)
Relating the Master Process Plan with Manufacturing Plants
Allocate Parts to Operations in the Process Plan Browser (PPB)
Operation Localization
Opening Advanced Manufacturing Resource Browser (MRB)
Resource Positioning
Updating and Saving the Position of Operation Allocations in Advanced Manufacturing Resource Browser
Managing Illustrations in the Advanced Manufacturing Resource Browser Using Creo Illustrate
Creating Illustrations in Advanced Manufacturing Resource Browser
Opening an Illustration in Creo Illustrate
Updating an Illustration in Advanced Manufacturing Resource Browser
Removing an Illustration
Displaying Illustrations in Work Instructions
Manufacturing Standard Groups
Creating a New Manufacturing Standard Group
Inserting a New Manufacturing Standard Group
Inserting an Existing Manufacturing Standard Group
Inserting a New Capability to a Manufacturing Standard Group
Inserting New Standard Group to a Manufacturing Standard Group
Inserting an Existing Capability to a Manufacturing Standard Group
Inserting an Existing Manufacturing Standard Procedure to a Manufacturing Standard Group
Inserting Standard Operations to a Manufacturing Standard Group
Copy and Paste a Standard Operation in a Manufacturing Standard Group
Checking Out a Manufacturing Standard Group
Checking In a Manufacturing Standard Group
Renaming a Manufacturing Standard Group
About Manufacturing Capabilities
Manufacturing Capability
Inserting a New Manufacturing Capability
Associating Resources with Manufacturing Capabilities
Inserting an Existing Manufacturing Capability
Associating a Standard Procedure with a Manufacturing Capability
Inserting an Existing Manufacturing Standard Procedure into a Manufacturing Standard Group
Work Instructions
Generating a Work Instruction
Using the Illustration Editor
Standard Control Characteristics
Working with Standard Control Characteristics in Windchill MPMLink
Creating Standard Control Characteristics in Windchill MPMLink
Editing Standard Control Characteristics in Windchill MPMLink
Editing Multiple Standard Control Characteristics in Windchill MPMLink
Editing Common Attributes of Standard Control Characteristics in Windchill MPMLink
Managing Objects Related to Standard Control Characteristics in Windchill MPMLink
Managing Representations of Standard Control Characteristics in Windchill MPMLink
Configuration required for publishing the Annotation (Marked as Control Characteristics) from Creo Parametric to Windchill
Automatically Create Standard Control Characteristics When the CAD Model Is Checked in With the Annotations Designated As Control Characteristics
Working with Standard Control Characteristics in BOM Transformer
Inserting an Existing Standard Control Characteristic
Inserting a New Standard Control Characteristic
Removing a Standard Control Characteristic
Copying and Pasting a Standard Control Characteristic
Viewing Information about Standard Control Characteristic
Viewing Applicable Parts for Standard Control Characteristics
Define Applicable Parts for Standard Control Characteristics
Remove Applicable Parts Defined for Standard Control Characteristics
Updating a Model Item
Show or Hide Information about a Standard Control Characteristic in BOM Transformer
Associating a Document with a Standard Control Characteristic
Working with Standard Control Characteristics in Process Plan Browser
Inserting an Existing Standard Control Characteristic
Inserting a New Standard Control Characteristic
Removing a Standard Control Characteristic
Editing a Standard Control Characteristic in the Process Plan Browser
Editing Multiple Standard Control Characteristics Attributes Simultaneously in PPB
Editing Multiple Attributes
Selecting Annotations
Editing Associations on the Usage Link
Editing Associations on the Standard Control Characteristics
Copying a Standard Control Characteristic
Viewing Information about Standard Control Characteristic
Assign Standard Control Characteristic from Process
Assign Standard Control Characteristic from Product
Updating a Model Item
Associating a Document with a Standard Control Characteristic
Editing a Model Item Relationship to a Standard Control Characteristic
Managing Standard Control characteristics using Tree Picker in Process Plan Browser
Translation Support for Global Attribute Values on Standard Control Characteristics in MPMLink
Associating a Document with a Standard Control Characteristic
Associating Processing Resources with a Standard Control Characteristic
Publishing MPMLink to Production Systems
Publishing Bills of Materials
Publishing Process Plans
Publishing Operations and Sequences
Publishing Resources
Working with Manufacturing Objects
Dragging and Dropping in Associative Structure Browsers
Cutting, Copying, and Pasting in Associative Structure Browsers
Mass Update Manufacturing Objects
Updating Object Associations
Updating Object Attributes
Updating Co-produce Usages by Collecting Co-produce Objects
Updating Co-produce Usages by Collecting All Associated Objects
Updating Part Objects and Resources Associated with Operations
About Assigned Item Choices and Variants
Editing Assigned Item Choices
Viewing MPMLink Object Tables for Documents
Associating a Document with an Object
Associating a CAD Document with an Operation and Standard Operation
Pasting Documents in Multiple Operations in a Process Plan Browser
Pasting Resources in Multiple Operations in a Process Plan Browser
Viewing The Operation and Process Plan Information For Objects
Associating an Extended Data Object with a Document
Assigning a Plant to a Part
Subcontracting Plants
Use Case 1: Subcontracting Plants to Sibling Plant View
Use Case 2: Subcontracting Plants to Downstream Plant View
Equivalence Network
Enterprise Version
Assigning Plants to Objects
Creating a New Branch
Working with Alternate Units
Configuring Visibility of Equivalent Status Indicators for Enterprise Data Objects in Downstream View
Overview of Creating Extended Data and Department Data
Considerations for Creating a Department Data Object
Creating Department Data from Windchill
Creating Extended Data and Department Data from Loader
Sample Load File
Assumptions for Loading Objects
Checkout Flags for Loading Objects
Selecting a Plant for Editing
Editing Plant Information
Editing Multiple Attributes
Customizing Edit Plant Information Table
Revising an Object
Compare Plant Information
Editing Common Attributes of Department Data
Editing Common Attributes of Plant Data
Importing Plant Information from Excel
Viewing Checked Out Objects
Linking Orphaned Plant Data Object
Association of Part to Plant Data Object
Collecting MPMLink Objects
Use Cases: Collecting MPMLink Objects
Use Case 1: Collecting Raw Materials Based on Manufacturing History
Use Case 2: Collecting Raw Materials with the Latest Version
About the Collect Raw Material or Semi-Finished Objects Action
About the Collect All Latest Alternate Parts Action
Using the Collect Compatible Objects Action
Collecting Routing Plan and Associated Localized Operations
Revising Multiple Objects Related to a Routing Plan Simultaneously
Collect Consuming Standard Control Characteristics and Links
Raw Material, Semi-finished Parts, and Finished Parts
Associating a Made From Part with a Part
Replacing a Made From Part
Recursive Parts
Key Points About the Use of Raw Materials in a Process Plan
Behavior of Raw Material, Made From Set, and Co-produce Objects in Context of Process Plan
Tracking Manufacturing History
Manufacturing History Object
Tracking of an Update Event
Tracking of a Remove Event
Tracking of a Replace Event
Made From Set
Inserting a New Made From Set
Show or Hide Information About a Made From Set in BOM Transformer
Made From Set Information Page
Editing a Made From Set
Assigning a Plant to Made From Set Object
Co-produce Object
Co-produce Structure
Migration of Co-produce Objects
Creating a Co-produce Object
Editing a Co-produce object
Assigning a Plant to a Co-produce Object
Co-produce Information Page
About Associating Process Plans with Co-produce Objects
Allocating Co-produce Entities to Operations
Updating and Saving the Position of Co-produce Entities in Process Plan Browser
Behavior of Raw Material, Made From Set, and Co-produce Objects in Context of Process Plan
Assigning Usage Expressions
Exporting from Windchill MPMLink
Flexible Assembly Feature in mBOM
Update Flexible Representation
Visualizing Windchill MPMLink Objects in Creo View
Viewing Manufacturing Objects in the Visualization Tab
Working with Creo View
Visualizing Windchill MPMLink Objects in Creo View
Creating an mBOM from an eBOM
Consuming Parts in an Operation
Creating Windchill MPMLink Object Annotations
Creating Representations and Saving Annotations
Viewing Allocated Parts and Resources
Working with Control Characteristics in Creo View
Windchill PartsLink
Configuring Windchill Classification
Preparing to Use Windchill Classification
Windchill Classification Properties
Classification Binding Attributes
Nesting Classification Groups
Displaying Attribute Values with Units
Manually Indexing a Classification Structure
Troubleshooting Windchill Classification
Managing Access for Windchill Classification
Adding Classification Administrators
Windchill Classification Profile Actions
Allow Classification Administrators to Create Reusable Attributes
Enumeration Access for Non-Administrative Users
Classification Administration
Namespace
Classification Structure
Export a Classification Structure
Import a Classification Structure
Import Classification Structure from CSV File
Classification Nodes
Insert Classification Nodes
Modify Classification Nodes
Node Information Page
Node Layout
Autonaming Rules
Classification Attributes
Add Classification Attributes
Gathering Common Attributes
Moving an Attribute to a Parent Node
Attribute Information Pane
Default Values Tab
Visibility Tab
Classification Constraints
Add Constraints
Modify Classification Constraints
Auditing Similar Part Creation
Classifying Objects in Windchill
Show Similar Parts when Creating a New Classified Part
Searching for Classified Objects
Advanced Classification Search
Classification Explorer
Classification Explorer Search Scenarios
Finding Similar Objects
Classification Search Results
Basic Administration
Administering Windchill
Getting Started with Windchill Administration
Administering Windchill Solutions—an Introduction
Logging On as the Administrator
Working With the Initial Organization Context
Establishing Administrators
Organization Administrators
Windchill PDMLink Administrators
Creating a Product or Library
Windchill ProjectLink Administrators
Creating a Project or Program
Creating Users to Select as Administrators
Establishing End Users
Using an Enterprise Directory Service
Using the Participant Administration Utility
The Next Steps
Administration Overview
Your Installed Windchill Architecture
Your Installed Windchill Environment
Managing Your System
Managing User Access to Data
Product and Library Hierarchy
Program and Project Hierarchy
Hierarchy for Integral Windchill Solutions
Managing Access to Data through Access Control Rules
Shared Teams
Product, Library, Project, and Program Contexts
Setting Up User Access to Data
Managing Access to Data through Team Memberships
Managing Users
Managing Data
Managing Windchill Processes
Planning Object State Change Policies
Managing User Collaboration
Additional Administrative Groups
Post-Installation Activities
Contexts – Distributed and Hierarchical Administration
Contexts—An Administrative Overview
Context Administrative Items
Context Configuration
Context Structure
Context Participation
Context Policies
Context Data Types and Attributes
Templates
Object Initialization Rules
Context Preferences
Creating the Contexts from which Users Work
Administering Domains and Policies
Context and Domain Hierarchy Overview
Domains in the Site Context
Creating Domains
Defining Domain-based Policies
Using the Policy Administration Utility
Specifying Policy Rules in a Context Template
Assigning Domains to Folders in Solutions with Products and Libraries
Organization Domain Algorithm
Using Dynamic Roles
Administering the Numbering of Parts, Documents, CAD Documents, Managed Baselines, and Change Objects
Administering the Versioning of Parts, Documents, and CAD Documents
Administering Preferences
Managing Data
Preference Management
Setting a Preference
Deleting Preference Child Instances
About Application Context Preferences
About Locking Preferences
Locking a Preference
Unlocking a Preference
Product and Library Administration
Understanding Products and Libraries
Product and Library Administrators Overview
Typical Duties of Product and Library Administrators
Managing Team Members and Roles
Establishing Roles
Controlling the Visibility of Actions
Overriding Profiles
Moving Objects
Additional Product and Library Team Information
Managing Folders
Managing Templates
Managing Object Initialization Rules
Viewing and Managing Access Policies
Configuring Numbering and Versioning Schemes
Managing the Life Cycle of Parts, Documents, CAD Documents, and Dynamic Documents
Managing Viewable Publishing
Managing Preferences
Undoing a User Checkout
Importing and Exporting Information
Configuring External Vaults or Replication Sites to Optimize Performance
Creating a Product
Creating a Library
Administering Teams
Using the Product and Library Utilities Page
Out-of-the-box Product and Library Context Templates
Product Design Template
Out-of-the-box Subfolder for wt.maturity.PromotionNotice Objects
Out-of-the-box Context Participation
Out-of-the-box Context Access Control Policies
Team Roles and Groups
Rules for the GUEST Group
Rules in Default Domain for CHANGE REQUEST REVIEW BOARD Group
Rules in Default Domain for the MARKETING Group
Rules in Default Domain for PROMOTION REVIEWERS Group
Rules in Default Domain for the PROCUREMENT ENGINEER Group
Rules in Default Domain for the QUALITY ENGINEER Group
Rules in Default Domain for the DESIGNER Group
Rules in Default Domain for the MANUFACTURING ENGINEER Group
Rules in Default Domain for the DESIGN TEAM LEADER Group
Rules in Default Domain for PROMOTION REVIEWERS Group
Rules for PRODUCT MANAGER Group
Rules in Default Domain for CHANGE ADMINISTRATOR I Group
Rules in Default Domain for CHANGE ADMINISTRATOR II Group
Rules in Default Domain for TEAMMEMBERS Group
Rules in System Domain for TEAMMEMBERS Group
Rules in Default Domain for COLLABORATION MANAGER Group
Rules in Default Domain for VARIANCE APPROVERS Group
Rules for SHARED TEAM MANAGER Group
Rules for OPTION ADMINISTRATOR Group
Rules in Default Domain for OWNER
Out-of-the-box Object Initialization Rules
General Product and General Library Templates
Out-of-the-box Context Participation
Out-of-the-box Context Access Control Policies
Team Roles and Groups
Rules for the GUEST Group
Rules in Default Domain for CHANGE REQUEST REVIEW BOARD Group
Rules in Default Domain for PROMOTION REVIEWERS Group
Rules in Default Domain for PROMOTION APPROVERS Group
Rules for PRODUCT MANAGER and LIBRARY MANAGER Groups
Rules in Default Domain for CHANGE ADMINISTRATOR I Group
Rules in Default Domain for CHANGE ADMINISTRATOR II Group
Rules in Default Domain for TEAMMEMBERS Group
Rules in System Domain for TEAMMEMBERS Group
Rules in Default Domain for COLLABORATION MANAGER Group
Rules in Default Domain for VARIANCE APPROVERS Group
Rules for SHARED TEAM MANAGER Group
Rules for OPTION ADMINISTRATOR Group
Rules in Default Domain for OWNER
Updating Access Control Rules
Configuring Products or Libraries for Dynamic Documents
Configuring Part and Document Relationships (Products and Libraries)
Best Practices for Object Initialization Rules
Working with Products and Libraries
Creating a New Product
Editing a Product
Using Current Product Context as a Template
Creating a New Library
Editing a Library
Using Current Library Context as a Template
Teams (Products and Libraries)
Adding Roles and Members to a Context Team
Templates (Products and Libraries)
Product and Library Utilities
Project and Program Administration
Understanding Projects and Programs
Project and Program Administration Overview
Typical Duties of Project and Program Managers
Creating and Editing Projects and Programs
Managing Team Members and Roles
Moving Objects
Creating, Editing, and Managing Documents and Folders
Creating, Editing, and Managing Activities, Deliverables, Resources, and Action Items
Managing Routing
Limiting Edit Privileges for All Action Items
Managing Templates
Managing Preferences
Importing and Exporting Information
Undoing a User Checkout
Viewing and Managing Access Policies
Managing Utilities
Out-of-the-box Project and Program Templates
Configuring Part and Document Relationships (Projects and Programs)
Part to Document Relationships (Projects)
Revised or Saved Part to Related Document (Projects)
Document Version Used with Reference Link (Projects and Programs)
Part to Part Relationships (Projects)
Revised or Saved Parent Part to Child Part (Projects)
Document to Document Relationships (Projects and Programs)
Project and Program Administration
Project and Program Templates
Saving As a Template
Exporting as a Template
Project and Program Utilities
Organization Administration
Understanding Organizations
Organization Administration Overview
Typical Duties of Organization Administrators
Managing Organization Members, Groups, Roles, and Shared Teams
Creating, Editing, and Managing Organization Folders and Documents
Managing Organization-level Types and Attributes
Managing Organization Templates
Managing Organization-level Object Initialization Rules
Auditing Activities Within the Organization
Creating and Managing Access Control Policy Rules
Viewing and Managing Access Control for Objects
Creating and Managing Profiles
Configuring Numbering and Versioning Schemes
Monitoring and Managing Viewable Publishing
Viewing Reports
Importing and Exporting Information
Purging, Archiving, and Restoring Jobs
Managing Preferences
Undoing a User Checkout
Creating Public Information Page Tabs
Out-of-the-box Organization Templates
Context Structure
Context Participation
Context Access Control Policies
Access Control Rules
Default Domain Rules
System Domain Rules
Private Domain Rules
Organization-specific User Domain Rules
Default/PDM Domain Rules for General (PDM) Template
Default/PDM Domain Rules
Default/Project Domain Rules
Context Data
Creating an Organization Context
Owning Organization Participants
Setting Up Domains for Use with Owning Organization Participants
Creating and Updating Owning Organization Participants
Using the Organization Utilities Page
Changing an Established Internet Domain
Using the OrganizationSync Utility for User Organization Changes
Best Practices
For All Windchill Solutions
Email Addresses
Synchronizing Team Membership with Updated User-defined Groups
Displaying Alias Attribute Information for a Workflow Primary Business Object on the My Tasks Table
For Windchill Solutions with Products and Libraries
Setting Object Initialization Rules
Setting Up Enhanced Life Cycle Templates
For Windchill Solutions with Projects and Programs
Allowing All Organization Members Read Access to Project or Program Content
Working with Organizations
Organizations Table
Organization Information Page
Creating New Organizations
Editing Organizations
Folders (Organizations)
Creators (Organizations)
Adding Users to Creators Groups
Organization Administrators Table
Adding Users to Administrators Group
Groups (Organizations)
Creating New Groups
Editing Groups
Adding Users to a Group
Adding Groups to a Group
Adding Groups Using the Add Groups Action
Adding Groups Using Copy and Paste
Deleting Users or Groups from a Group
Teams (Organizations)
Roles (Organizations)
Adding Roles to an Organization
Profiles (Organizations)
Reports (Organizations)
Templates (Organizations)
Organization Utilities
Administering Table Views for the Organization
Customizing Information Page Tabs for the Organization
Site Administration
Understanding the Site
Site Administration Overview
Typical Duties of Site Administrators
Creating and Managing Organizations
Adding and Editing Members
Creating and Managing Site Folders and Documents
Changing Default Configuration Options
Managing Site-level Types and Type-specific Attributes
Configuring Numbering and Versioning Schemes and Units of Measure
Managing Site-level Templates
Managing Site-level Object Initialization Rules
Managing Workflow Security
Auditing System Information
Creating and Managing Profiles
Configuring External Vaults or Replication Sites to Optimize Performance
Configuring and Managing CAD Publishing Utilities
Manage Package Configurations
Creating, Updating, and Managing Reports
Importing and Exporting Information Among Systems
Managing Calendar Settings
Monitoring Enterprise Systems Transactions Log
Purge, Archive, and Restore Jobs
Managing Searches
Creating and Managing Access Control Policy Rules
Viewing and Managing Access Control Rules for Objects
Creating Public Information Page Tabs
Exporting and Importing All Shared and System Table Views
Managing Overall System Configuration
Making Program Contexts Visible
Out-of-the-Box Site Configuration
Site Administration Best Practices
For All Windchill Solutions
Managing User Licenses
Establishing Site Administrators
Enabling Display of Quantity, Unit, and Reference Designator Attributes on Substitute Parts
Displaying Alias Attribute Information for a Workflow Primary Business Object on the My Tasks Table
For Windchill Solutions with Products and Libraries
Setting Object Initialization Rules
Setting Up Enhanced Life Cycle Templates
Overriding and Reassigning Life Cycle and Team Templates
Enabling Set Revision While Creating a New Object
Working with the Site
About Organizations
Folders (Site)
Administrators (Site)
Adding Users to the Site Administrators Group
Profiles (Site)
Templates (Site)
Reports (Site)
Site Utilities
Private and Public Tabs on the Home Page
Administering Table Views for the Site
Customizing Information Page Tabs for the Site
Managing the Personal Cabinets of Deleted Users
Object Template Administration
Working with Object Templates
Accessing Object Templates
Template Use
About the Templates Table
Deleting Templates
Filtering the Visibility of Templates
About Audit Templates
Audit Template Table Information
Creating an Audit Template
Audit Template Information Page
About Document Templates
Document Templates Table Information
Creating a Document Template
Define Document Template
Set Attributes
Set Attachments
Enabling or Disabling a Document Template
About CAD Document Templates
Creating a CAD Document Template
Viewing CAD Document Template Information
CAD Document Templates Table Information
About Change Object Templates
Change Object Templates Table
Creating a Change Notice Template
Creating a Change Task Template
About Note Templates
Note Templates Table Information
Creating a Note Template
Set Attributes
Set Attachments
Note Template Information Page
About UDI Templates
UDI Templates Table Information
Creating and Editing UDI Templates for UDI Submissions
UDI Template Information Page
About Task Form Templates
Task Form Templates Table Information
Enabling or Disabling a Task Form Template
Checking In a Task Form Template
Checking Out a Task Form Template
About Other Templates
Context Template Administration
Working With Context Templates
Accessing Context Templates
Context Templates Table Information
Context Template Information Page
Creating a Context Template
Importing a Context Template
Using the Current Context as a Template
Editing Context Templates
Enabling or Disabling a Context Template
Viewing Context Template Details
Checking Out a Context Template
Checking In a Context Template
Undoing a Checkout
Support for Delete Operation for Context Templates
Delete Loader for a Context Template
Understanding Context Templates
Out-of-the-box Context Templates
Methods of Creating Additional Context Templates
Creating Business XML Files for Context Templates
Required Contents of Files Used to Create a Context Template
ZIP File Contents of an Exported Context Template
Required Contents of ZIP File Used for Importing a Context Template
Contents of Top-level XML File for Imported Templates
Managing Context Templates
Filtering Template Visibility
Enabling Templates
About Setting Uniqueness Level for Windchill Objects
View Administration
Working with Views and View Associations
Navigating a View Structure
Creating a New View
Inserting a View
Moving a View
Renaming a View
Deleting a View
Managing Data Security
Accessing the Edit Access Control Action
Understanding When You Can Modify Permissions
Editing Access Control for an Existing Object
Access Table (Single Object)
Editing Access Control for Multiple Objects
Access Table (Multiple Objects)
Displaying Participants
Changing the Permissions of Participants
Access Information Page
Object Details
Participant Details
Administrative Lock
Access Rules Table
Security Labels Table
Access Control Activities
Setting Access Control while Creating a Folder
Accessing Team Permissions
Finding Participants Who have Defined Permissions
Propagating Permissions
Viewing Participant Access Details
Setting Security Preferences
Setting Access Control on a Shared Object
Security-Related Terms
Context
Participant
Permissions
Domains
Objects
Ad Hoc Access Control Rules
Policy Access Control Rules
Managing User Participation
Participant Administration
Understanding Participants (Users, Groups, and Organizations)
Overview of Windchill Participants
Windchill Users
Windchill Groups
Windchill Organizations
Working with LDAP Directory Services
Searching for Participants in Administrative Clients
Using the Participant Administration Utility
Best Practices for Windchill PDMLink and Windchill ProjectLink
Searching for Users and Groups
Best Practices When Maintaining a Directory Service Outside of Windchill
Managing Users
Changing User Passwords
Naming a User's Personal Cabinet
Associating Users with Profiles
Editing the Domain of a User
Deleting Users
Changing the Organization to which a User Belongs
Synchronizing Team Membership for Users and User-defined Groups
Synchronizing Users with LDAP
Managing User-defined Groups
Working with User-defined Groups that are Maintained in a Directory Server
Deleting User-defined Groups
Managing Organizations
Deleting Organizations
Windchill Participant Status
Pending Users
Replicated Users
Activating Pending and Replicated Users
Participant (Users, Groups, and Organizations) Identification
Best Practices for Assigning Domains to Participants
Receiving Administrative Notifications
Managing the Participant Cache
Automatically Purging Entries from the Participant Cache
Manually Purging Entries from the Participant Cache
Maintaining the Connections between Participant Objects and their Directory Server Entries
Registering a non-Windchill User
Profile Management
Working with Participants
Using the Participant Administration Utility
Managing Users
Creating a New User
New User – Set Attributes
Assign to Groups
Assign to Profiles
New User — Assign Picture
New User — Assign Signature
Saving As a New User
Editing a User
Add Groups From Another User
Add Profiles From Another User
Renaming a User
Deleting a User Overview
Deleting Users: Delete from Windchill Action
Deleting Users: Delete from Windchill and Windchill Directory Server Action
Deleted User Clean-Up Activities
Temporarily Deactivating a User
Enabling a Deleted User
Adding Participants to the Participant Administration Table
User Information Page
Managing Personal Cabinet Names
Alternate User Names
Managing Groups
Creating a New Group
New Group — Set Attributes Window
New Group — Add Members
New Group — Assign to Groups
New Group — Assign to Profiles
Editing a Group Using the Participant Administration Utility
Editing Group Members
Renaming a Group
Deleting Groups
Group Information Page
Searching for Groups
Moving Groups from LDAP Server to Windchill Database
Managing Organizations
Creating a New Organization Participant
New Organization — Assign to a Profile
Editing an Organization
Renaming an Organization
Deleting Organizations
Organization Information Page
Searching for Organizations
Managing the Participant Cache
Automatically Removing Entries from the Participant Cache
Manually Removing Entries from the Participant Cache
Removing Users from the Participant Cache
Removing Groups from the Participant Cache
Removing Organizations from the Participant Cache
Managing Disconnected Participants
Principals Reconnect Utility
Teams
About Context Teams
About Contexts
Defining a Context Team
About Shared Teams
Shared Teams Table
Creating a Shared Team
Editing a Shared Team
Deleting Shared Teams
Shared Team Information Page
Finding a Shared Team
Exporting Shared Teams
Importing Shared Teams
Shared Team Uses Report Table
Use of the Shared Team Manager Role in Context Teams
Adding Context Team Manager Roles to a Shared Team
Shared Team Access Control Rules
Enabling and Disabling a Shared Team
Members
Members Table
Team Member Details
Adding Members
Email Team Members
Editing an Invitation Message
Removing Members
Replacing a User
About Roles and Groups
Adding Roles
Edit Role Descriptions
Removing Roles
Group Details
Synchronizing Teams with User-Defined Groups
About Configuring Action Visibility by Role
Actions that can be Configured
Configuring Visibility of Actions for Roles
License Considerations
Using Profiles and Action Visibility for Roles
Hiding the Guest Role
Best Practices for Using Local and Shared Teams
Profiles
Out-of-the-Box Profiles
Profile Actions and User Interface Elements
Default Settings for Actions
Managing Standard Profiles
Standard Profiles Information Page
Creating a New Profile
Editing a Profile
Setting Attribute Visibility
Profile Actions Table
Reusable Attributes Table
Profile Members Table
Saving As a New Profile
Exporting a Profile
Importing a Standard Profile
Managing License Profiles
License Profile Information Page
Windchill License Administration
Windchill License Lifecycle
PTC License Management Application
Windchill License Types
Managing Windchill License
Retrieve License Online
Retrieve License Offline
View License Information
View License Notification
Retrieve License Online using Windchill Shell
Generate License Reports
Windchill License Groups
Out-of-box License Groups
About the PTC View and Print Only License Group
About the PLM Connector Importable Package License Group
Managing User License Entitlements
Windchill License Names and License Groups
License Exclusion Groups
License compliance for Creo and Windchill Workgroup Manager
Team Template Administration
Team Templates Window
Creating and Editing a Team Template
Deleting a Team Template
Renaming a Team Template
Resetting a Team Template
Using Save As to Create a Team Template
Viewing a Team Template
Out-of-the-Box Team Templates
Team Templates and Object Types
Out-of-the-Box Associations
Team Association
Team Association Rules
Team Roles Resolution
Initial Team Creation in Windchill ProjectLink
Initial Team Creation in Other Windchill Solutions
Role Resolution Rules
Default Behavior
Role Resolution Property Set to True
Predefined Roles
Role Resolution Example
Best Practices for Using Team Templates
Managing Licenses
Windchill License Administration
Windchill License Lifecycle
PTC License Management Application
Windchill License Types
Managing Windchill License
Retrieve License Online
Retrieve License Offline
View License Information
View License Notification
Retrieve License Online using Windchill Shell
Generate License Reports
Windchill License Groups
Out-of-box License Groups
About the PTC View and Print Only License Group
About the PLM Connector Importable Package License Group
Managing User License Entitlements
Windchill License Names and License Groups
License Exclusion Groups
License compliance for Creo and Windchill Workgroup Manager
Supporting Collaboration
Calendar Administration
Setting Calendar Properties
Life Cycle Administration
Life Cycle Management
Understanding Life Cycles
Basic and Advanced Life Cycles
Life Cycle States
Life Cycle Planning
Managing Promotion Processes in Windchill PDMLink
Default Promotion Process Workflows
Automatic Revision During Promotion
Working with Life Cycle Templates
Using Workflow Processes with Life Cycles
Using Life Cycle Transitions
Out-of-the-Box Life Cycle Templates
Life Cycle Support in Windchill ProjectLink
Common Life Cycle Administrative Tasks
Access Control for Life Cycle Administration
Life Cycle Transitions and Defaults
Define Additional Life Cycle States
Define Additional Life Cycle Roles
State-based Revision Sequences by Life Cycle State
Moving Life Cycle-Managed Objects Between Contexts
Automatically Set Promotion Objects
Life Cycle Template Administration Utility
Import Life Cycle Templates
Export Life Cycle Templates
Move a Life Cycle Template
Life Cycle Iteration History
Life Cycle Template Editor
Life Cycle Template Iteration
Create a Life Cycle Template
Life Cycle Phases
Phase Transitions
Phase Roles
Phase Access Control
Phase Workflow
Associate Life Cycles with Objects
Configure Life Cycle Rules
Reassign Life Cycles
Workflow Administration
Workflow Management
Workflow System Overview
Accessing the Workflow Template Administration Utility
Managing Workflow Security
Workflow Creators
Restricting Workflow-Embedded Java Code
Administrative Groups
Disabled Areas of the User Interface
Workflow Version Control
Using the Workflow Template Editor
Working with Workflow Templates
Navigating a Process Diagram
Placing Process Nodes
Declaring Variables
Defining an Assigned Activity
Defining a Subprocess
Defining Connectors
Defining Links
Parallel Execution of Expressions
Exporting and Importing Workflow Templates Across Releases
Process Manager Toolbar Access Control
Using PDF Forms as Task Templates
Viewing Workflow History
Selecting Events
Using the Workflow History Viewer
Workflow Instance States
Out-of-the-Box Workflow Templates
Change Management Workflows
Change Activity Workflow
Change Notice Workflow
How Change Notice and Change Activity Workflows Work Together
Change Request Workflow
Problem Report Workflow
Promotion Request Approval Process Workflow
Promotion Request Review Process Workflow
Variance Workflow
Adding Change Locks to a Workflow Template
Out-of-the-Box Process Images
Quality Management Workflows
Workflow Template Execution Flags
Process Flags
Activity Flags
Both Process and Activity Flags
Modifying Execution Flags
Running SetConfiguration
Saving Your Work
Electronic Signatures
Electronic Signature Setup
Requiring Electronic Signatures in a Workflow
Best Practices
Access Control and Workflow Templates
Using a Single Workflow in a Life Cycle Having Multiple States
Workflow Process Support in Windchill ProjectLink
Workflow Tools
Workflow Template Administration
Workflow Templates Table
Creating a Workflow Template
Moving a Workflow Template
Workflow Template Iteration History
Importing Workflow Templates
Exporting Workflow Templates
Externalizing Expressions for a Workflow Template
Initiate Workflow Process
Workflow Template Editor
Workflow Editor Actions
Workflow Editor Nodes
Process Action Links
Assigned Activities and Ad Hoc Activities
Workflow Activity Block
Workflow Proxy Process
Terminator Nodes
Connector Nodes
Connector Node Routing
Workflow Robots
Notification Robot
Method Robot
Checkpoint Robot
Timer Robot
Launch Application Robot
Execute Expression Robot
Synchronize Robot
Synchronize On Expression
Synchronize on Class or Object Event
URL Robot
Activity and Process Properties
General Tab
Deadline Tab
Variables Tab
Routing Tab
Transitions Tab
Roles Tab
Roles Tab
Properties Tab
Overview Tab
Activity Tab
Activity Tab
Participants Tab
Assigning an Actor or a Role to an Activity
Assigning Groups to an Activity
Assigning Users to an Activity
Assigning Variables to an Activity
Execution Options Tab
Role Setup Tab
Resource Pool Tab
Common Workflow Administrative Tasks
Assigning Activities to Users as Tasks
Defining Workflow Variables
Using Custom Task Form Templates
Defining a Set Up Participants Activity
Creating an Email Notification Template
Associating a Process Image with a Workflow Template
Workflow Code Samples
Routing Samples
Vote Tallies
Voting Example: Two Events
Voting Example: Three Events
Tally Expression Sample with More than One Tally Call
Transition Samples
Error Handling in Transitions
Complete Task Transition
Transition to Set State
Launch Application Robot Samples
Execute Expression Robot Samples
Moving File Locations with the Execute Expression Robot
Setting Attributes with the Execute Expression Robot
PBO Attributes as Workflow Variables
Retrieving Attributes in a Routing Expression (Get)
Modifying Attributes With Workflow Variables (Set)
Synchronize Robot Samples
Synchronize Across Process Instances
Synchronize Custom Workflow Events
Synchronize Independent Processes
Synchronize Parent Child Process
Synchronize on Existence of a File
Synchronize on an External Event
Synchronize on the State of an Object
Synchronize on Sibling Subprocesses
Workflow Process Administration Utility
Search for Workflow Processes
Workflow Process Health Status
Workflow Processes Table
Workflow Process Nodes Table
Expressions and Error Messages Table
Workflow Process Manager
Process Manager Node Display
Process Manager Properties Pane
Workflow Manager Process Properties
Workflow Manager Activity Properties
Enterprise Administration
File Vaulting and Replication
File Server Administration
File Vaulting
Understanding File Vaulting
About Storing and Moving Data in Windchill
About External File Vaults
Default Vaults for Uploads and File Vaulting
File Synchronization
Windchill Properties for File Vaulting
Out-of-the-box Background Queues for External Vaulting
Windchill Vault Configuration
Creating Vaulting Rules
Managing Revaulting
Changing the Location of Files in External Vaults
Diagnostic and Repair Tools
File Vault Alerts
Working with External File Vaults
Vault Configuration Page
Deleting Vault Objects
Adding a Host
Adding a New Vault
Adding a Folder
Generating Backup Information
Creating a Mount
Updating a Host
Updating a Vault
Updating a Folder
Cleaning Up Vaults and Folders
Setting Automated Cleanup Options
Scheduling Revaulting from the Vault Configuration Window
About Mounts
Updating a Mount
Unmounting a Folder
Validating a Mount
About Vaulting Rules
Accessing Vaulting Rules
Working with the Administrative Domains
Viewing the Domain Vaulting Rules
Updating the Domain Vaulting Rules
Creating a Vaulting Rule
Updating a Vaulting Rule
About Revaulting
Revaulting History
Scheduling External Storage
Scheduling Revaulting
Scheduling Revaulting from the Vault Configuration Window
Configuring Windchill File Vaults to Use Amazon S3
Encryption Customization for Amazon S3 Mounts
Amazon S3 Configuration Report
Vault Migration to Amazon S3
Prepare the System for Migration
Copy Content from the Source System
Validate the Copied Content
Update Mounts
Transferring Data to Amazon Web Service S3 using Amazon Snowball
Configuring Windchill File Vaults to Use Amazon EFS
Configuring Windchill File Vaults to Use Azure Blobs
Encryption Customization for Azure Blob Storage Mounts
Azure Blob Storage Data Migration for the Client-Side Encryption
Vault Migration to Azure Blob Storage
Prepare the System for Migration
Copy Content from the Source System
Validate the Copied Content
Update Mounts
Transferring Data to Azure Blobs using Azure Data Box
Azure Blob Storage Logging
Configuring Windchill to Allow Cross-Origin Resource Sharing (CORS) Requests
Replication
Understanding Replication
About Replication
Modifying the Local Site
Replication Security
Editing Replication Properties
Out-of-the-box Background Queues for Replication
Replication and Windchill Visualization Service
Improving Replication Performance
Administering a Local Cache Vault
Working with Replication
Creating a Remote Host
Creating a Remote Vault
Creating a Remote Folder
Broadcasting Configuration Information
Mounting and Enabling Folders
Resetting Replication for Undelivered Items
About Mounts
Replication Scheduler
Accessing the Content Replication Rules Page
Managing Replication Rules
Creating a New Rule
Renaming a Replication Rule
Editing a Replication Rule
Saving a Copy of a Rule
Importing a Rule
Exporting a Rule
Repairing a Rule
Merging Replication Rules
Viewing Replication Rule Information
Vault Selection Window
Context Criteria Page
Viewing Rule Folder Criteria
Viewing Rule Domain Criteria
About Replication Schedules
Accessing Replication Scheduler
Creating a New Schedule
Editing a Schedule
Viewing Schedules and Jobs
Viewing Replication Schedule Information
Viewing Replication Job Information
Vault Selection Window
About Predictive Caching
About Predictive Caching
About Ad Hoc Caching
Adding Members to the Replication Managers Group
Accessing User-initiated Replication
Performing User-initiated Replication
About the File Server Management Utility
About the File Server Management Utility
Accessing the File Server Management Utility
File Servers Table
Registering a New File Server with the Main Site
Setting the Preferred File Server Site
Editing Root Folders
Changing Root Folder Paths
Updating a File Server
Editing File Server Details
About File Server Sites
Viewing Site Properties
Creating a New Site
Creating and Placing Security Keys
Accessing Site Administration
Site Management Page
Selecting a Site Principal
Updating an Existing Site
FvLoader and ReplicaLoader
About FvLoader and ReplicaLoader
Configuring External File Vaults or Rules
Supporting Remote Site Vaulting
Removing Rules
Listing Domains
Listing Rules
Best Practices for File Vaulting and Replication
About Purging
About Purging
Purging Iterations
About Scheduled Jobs
About the Purge Schedules Page
About Selection Criteria
Additional Criteria Behavior
About Purge Management
About the Purge Jobs Page
Accessing Purge Management
Creating a Purge Job
Managing Queries
Viewing Query Details
Switching Views Between Enabled and Disabled Queries
Editing a Query
Exporting a Query
Importing a Query
Renaming a Query
Copying a Query
Merging Queries
Repairing Queries
Resuming a Job
Creating a Query
Specifying Folder or Domain Criteria
About the Folders or Domains Table
Viewing Job Information
About the Information Page
Improving Purge Performance
Limitations and Conflicts in Purge
Purge Conflicts
Delete Conflicts Not Supported by Purge
Purge Troubleshooting
Windchill Export and Import
Understanding Windchill Export and Import
About Export and Import
Context Considerations
Supported Objects
Configuration Specification Settings
EPMDocuments
Export User Interface
Import User Interface
Additional Export and Import Actions
Properties
Windchill Export Properties
Windchill Import Properties
Access Control Permissions Required for Exporting and Importing Objects
Import and Export Policies, Mapping Rules, and Conflict Messages
XSL-based Policy Files
Mapping Rules
Mapping Through Special Rules
Mapping Through XSL Transformation
Java Mapping with the METHOD Element
Conflict Messages for Import
Reforming Custom-Modeled Attributes
Working with the Import/Export Management Utility
Exporting
Exporting an Object from the Information Page
Specifying a JAR File for Exporting
Specifying a Mapping Rule File for Exporting
Specifying a Policy File for Exporting
Selecting a Structure Type
Selecting Objects to Export
Adding Objects to Export
Setting the Configuration Specification for Export
Specifying an Export Time Filter
Completing the Date Modified Window
Choosing a Filter Type
Importing
Specifying a JAR File for Importing
Specifying a Mapping Rule File for Importing
Specifying a Context Mapping File for Importing
Specifying a Policy File for Importing
PTC Windchill PLM Connector - Creo Packages Administrator's and User's Guide
Creo Packages
Installation and Configuration
Installation Overview
Software and Hardware Compatibility
Software CDs and Other Deliverables
When Upgrading From a Previous Installation
Server Installation and Configuration
Customizing the Import and Export of Additional Attributes
Client Installation and Configuration
Prerequisites
Installation
Configuration
Bootstrapping the Client
Setting the FBA Preference
Getting Started with Creo Packages
Design Collaboration and Library Distribution
Export and Import of Additional Attributes
Cross-PLM System Support
Collaboration Using Creo Packages
Object Ownership Transfer
Windchill ProjectLink Support
Setting the Baseline Folder Path
Auto Associate Upon Package Import
Types of Creo Packages Packages
Complete Packages
Incremental Packages
Synchronization Packages
Exporting and Importing Packages
Where to Find Detailed Information
Configuring Windchill Creo Packages Client on SSL Server
Exporting a Package From a Source PLM System
Importing a Package on the Target PLM System
Exporting Packages
Introduction
Requirements
Rules
Conditions
Inputs
Concurrent Export Support
Collection Methodologies
Preparing a Package for Export
Collection Rules
Setting Export Preferences
Setting Conflict Overriding
Adding Non–ISO-8859-1 Characters to the wpc_preferences.txt File
wpc_preferences.txt Example
Exporting a Package
Specifying Export Criteria
Export Scenarios
Using the Command Line Utility
Export Command Line Messages
Exporting a Package Example
Conflict Handling and Resolution
Conflict Rules
Conflict Process
Conflict Types
Conflict Level
Conflict Detection
Conflict Reporting
Report Examples
Exporting Packages Using the Recipe Language
Introduction
Rules
When Exporting to Multiple PLM Systems
Incremental Packages Support
Using Syntax
Rules
Folder Location Syntax
Using Inclusion Rules
Flexible Rules
Static Rules
Exclusion and Remove Rules
Using Exclusion and Remove Rules in Incremental Packages
Common Commands and Arguments
Rules
Group Labels
Recipe File Examples
recipe.rcp.template
Required Dependents, Including Drawings
All Dependents, Latest On a Certain Life Cycle State
As Stored, Predefined Configuration Rule
Importing Packages
Introduction
Concurrent Import Support
Auto Associate Upon Package Import
Before Importing a Package
Mapping the Target PLM System
Mapping Types
Creating Mapping Files
Mapping File Rules
map.mapping.template
Setting Import Preferences
Adding Non–ISO-8859-1 Characters to the wpc_preferences.txt File
wpc_preferences.txt File Example
Validating the Package Against the Target PLM System
Importing a Package
Reviewing the Package to be Imported
Basic Do’s and Don’ts of Import
Import Scenarios
Using the Command Line Utility
Command Line Messages
Importing a Package Example
Conflict Handling and Resolution
Types of Conflict Messages
Conflict Detection
Conflict Resolution
Supported File and Object Types
Introduction
Supported File Types for Exchanging Secondary Content
Windchill Data Loading
Introduction to Data Loading and the LoadFromFile Framework
Overview of Load Utilities
When to Use LoadFromFile and Import/Export
Existing Load Methods
Preparing Data for Loading
The Data Loading Process
Data Cleansing: About the Tools Available
Working with a Sample Data Set
Creating Data Extraction and Format Requirements
Using the CSV2XML Utility and Validating the XML Format
About the CSV2XML Utility
Converting CSV Files for Multibyte Operating Systems
Converting CSV Files to XML Format Files
Working with Larger Files
CSV2XML Arguments
Validating the XML Format
Loading Legacy Data Using the LoadFromFile and LoadFileSet Utilities
About Data Loading Utilities
Using the LoadFromFile Utility
Using the LoadFileSet Utility
About the Load Files
Working with Containers
Creating Load Methods
Customizing Loading
Modifying Data Files
Creating New Methods for Loading
Loading Product Objects and Parts: Windchill PDMLink Example
Loading Product Objects and Parts: Before You Begin
Loading Users
Creating Organizations
Creating Product Containers
Creating Library Containers
Loading Parts
Loading Documents
Loading Relationships Between Parts and Documents
Loading Supersede Relationships Among Parts
Loading Members into Context Teams: Windchill PDMLink and Windchill ProjectLink Example
Loading Data for Product Families and Options and Variants
Loading Data From XML
List of Objects in Options and Variants and Product Families
Group
Option and Choices
Using Load Files to Update Options and Choices
Include Rule
Exclude Rule
Enable Rule
Conditional Rule
Expression Alias
Option Set
Add Choices to an Option Set
Assign an Option Set
Product Family
Product Model Group
Product Model
Expressions on Usage Links and Occurrences
Associate Choices to Choice Mappable
Associate Choices to ATONavigationFilter
Independent Assigned Expressions
Managed Variant Specification
Standalone Variant Specification Associated with a Configurable Module
Standalone Variant Specification Associated with an Option Set
Managed Option Filter
Navigation Criteria
Navigation Filter
Option Filter Configuration Specification
External Logic Reference Link
Case Table
Loading Variant Specifications from a Spreadsheet
Loading Variant Specifications Using an API
Loading Variant Specifications Using VariantLoadNavCriteriaBean API
Sample Code for VariantLoadNavCriteriaBean API
Loading Variant Specifications Using VariantSpecLoadOutputBean API
Sample Code for VariantSpecLoadOutputBean API
Business Administrative Change Promotion
Simple Windchill Deployments
Complex Windchill Deployments
Objects Supported for Business Administrative Change Promotion
Business Administrative Change Promotion Process
Before You Begin Using the Business Administrative Change Promotion Utility
Registering Systems
Establishing a Baseline
Implementing Changes to Administrative Objects
Previewing and Exporting Changes
Importing Changes
Example: Exporting and Importing Business Administrative Changes
Difference Between Command-line and UI Utility
Running the Business Administrative Change Promotion Command-Line Utility
Register System Command
Establish Baseline Command
Export Changes Command
Creating a Spec XML File
Import Changes Command
Mapping Business Administrative Change Attributes
Manage Business Administrative Change Package Commands
Manage Business Administrative Change Delivery Commands
Business Administrative Change Promotion Conflicts
Import conflict
Delete conflict
Example: Exporting and Importing Business Administrative Changes Commands
Sample Use Cases for Type Definition
Business Administrative Change Utility
Create a Package of Business Administrative Changes
Import a Package of Business Administrative Changes
Import Mappings
Deleted Administrative Objects
Part Creation Utility
Introduction
Configuring the Properties Files
Configure the Partmigration.properties File
Configure the Lifecyclemap.properties File
Check the Log Report Files for Errors
Using Elements to Create XML Scripts
Creating XML Scripts Using Elements: Before You Begin
Syntax
Part Selection
The <specifier> Element
The <PartAction> Element
Folder Specification
The <FolderSpec> Element
The <FolderCriteria> Element
The <FolderCondition> Element
Product Item Specification
The <PISpec> Element
The <PICriteria> Element
The <PICondition> Element
Product Item Version Specification
The <PIVSpec> Element
The <PIVCriteria> Element
The <PIVCondition> Element
Putting it All Together – Applying Structure and Syntax
Examples of Common Part Action Criteria
Example 1: Creating a WTPart for CAD Documents with the Following Attributes
Examples of Common Part Selection Criteria
Example 1: Selecting Singular CAD Documents with the Following Attributes
Example 2: Selecting Any CAD Documents with One or More of the Following Attributes
Example 3: Selecting and Deselecting CAD Documents with the Following Attributes
Using the Part Creation Utility
How to Create Parts and Product Structure
Access and Log On
Create XML Scripts
View Reports
Exit and Log Off
Windchill Scheduler
Windchill ESI
Administering Windchill ESI in an ORACLE Applications Environment
Required Skills and Knowledge
Adding Users to Windchill ESI Groups and Mapping Roles
Windchill ESI Administrator Accounts and Authorizations
Administering Security
Administering Windchill ESI
Using Administration Utilities
Customizing Windchill ESI and ERP Connector
Administration Tasks
Installing and Enabling Windchill ESI
Managing Distribution Targets
Distribution Target Identifiers
Creating, Editing, and Deleting Distribution Targets
Using a Loader to Assign Distribution Targets
Defining Distribution Target Assignment Strategy
Adding Users to Windchill ESI Groups
Configuring and Administering JMS Queues
Subscribing to JMS Queues
Authenticating the JMS Queues
Configuring JMS Queue Performance
Administering the TIBCO EMS Server
Enable JMS Message Logging
Auditing Changes to ESITarget Object
Scheduling the Automatic ECO Implementation Program
Windchill ESI Logging
EAI Logging Process
Guidelines for Monitoring, Diagnosing, and Resolving Problems
Administering Windchill ESI in an SAP Environment
Required Skills and Knowledge
Adding Users to Windchill ESI Groups and Mapping Roles
Windchill ESI Administrator Accounts and Authorizations
Administering Security
Administering Windchill ESI
Customizing Windchill ESI and ERP Connector
Administration Tasks
Installing and Enabling Windchill ESI
Managing Distribution Targets
Distribution Target Identifiers
Creating, Editing, and Deleting Distribution Targets
Using a Loader to Assign Distribution Targets
Defining Distribution Target Assignment Strategy
Adding Users in Windchill PDMLink
Configuring and Administering JMS Queues
Subscribing to JMS Queues
Authenticating the JMS Queues
Configuring JMS Queue Performance
Administering the TIBCO EMS Server
Enable JMS Message Logging
Auditing Changes to ESITarget Object
Windchill ESI Logging
EAI Logging Process
Guidelines for Monitoring, Diagnosing, and Resolving Problems
Introduction to ERP Connector
ERP Connector Features
Technical Overview of ERP Connector
Administering Windchill ESI and ERP Connector
Required Skills and Knowledge
Adding Users to ERP Connector Groups and Mapping Roles
Administrator Accounts and Authorizations
Administering Security
Using Administration Utilities
Customizing Windchill ESI and ERP Connector
Administration Tasks
Installing and Enabling ERP Connector
Managing ERP Connector Distribution Targets
Distribution Target Identifiers
Creating, Editing, and Deleting Distribution Targets
Using a Loader to Assign Distribution Targets
Defining Distribution Target Assignment Strategy
Top-Level Distribution Target Assignment
Explicit Distribution Target Assignment
Changing the Default Distribution Target Assignment Strategy
Assigning Distribution Targets Based on Plant Data
Adding Users to ERP Connector Groups
Updating Enterprise Transactions
Organization Specific Configurations
Auditing Changes to ESI Target Object
Logging and Messaging
Return Messaging to Windchill
Diagnosing and Resolving Problems
Distribution Target Problems
Resolving Problems
Resolving Specific Problems
Implementing Windchill ESI
Implementing Windchill ESI in an ORACLE Applications Environment
Business Processes and Organizational Considerations
Project Life Cycle Considerations
Windchill ESI Assumptions
Creating and Changing Parts (Objects)
Creating and Changing BOMs/Group BOMs
Creating CNs
Creating and Updating Process Plans
Publishing Operation Resource Associations
Loading Release History
Load Release History
Migrating from Non-Windchill Systems
Distribution Target Prerequisites and Assumptions
Required Oracle Application Patches
Oracle Applications Attribute Length Assumptions
Configuration Assumptions
Implementing Windchill ESI Services Using the ESITargetAssignmentLink.xml File
Performance Planning
Analyzing Message Numbers and Size
Identifying Potential Performance Bottlenecks
Windchill ESI’s Performance-Related Design Concepts
Applying Performance-Tuning Parameters and Techniques
Security Considerations
Internationalization Considerations
Supported Languages and Locales
Setup and Control of Locale Variables
Hardware and Network Sizing
Technology Considerations for Traversing WANs and Firewalls
Traversing WANs and Firewalls with TIBCO Rendezvous
Traversing WANs and Firewalls with TIBCO EMS
Adding High-Availability Capabilities
Deployment Scenarios
Understanding Windchill ESI Architecture
Windchill ESI Services
Remote Procedure Calls (RPC)
Process Flow for Publishing from Windchill
Message Flow
Common Business Object Data Model
XML Schema Specification
Transaction Management
Message Logging, Error Handling, and Return Messaging
EAI Logging Process
Components of a Log Entry
Log Message Codes
Message Code
Logging Flags
Logging Process Flow
Calling the Logging Service
Return Messaging to Windchill
Error Handling and Notification
Summary of Logging and Error Handling Processes
Supporting Multiple Oracle Applications Instances
Defaults and Cross-Referencing of Data
XML Schemas
Common Business Object (CBO)
Common Business Object Schema: Top Level
Common Business Object Schema: ESI Target Schema
Common Business Object Schema: Object Header
Control Data Schema
Part Schema
BOM Schema
CN Schema
Part Information Query Schema
Routing Schema
Routing Operation Schema
ResourceLink Schema
ESILog
ESIError
ESIResultService
ESIJMSCustomProperties
Oracle Applications API and OIT Structures
Oracle Applications Object Details
ESISYSL SCHEMA OBJECTS
APPS SCHEMA OBJECTS
Create and Change Part
Create and Change BOM
Create and Change Process Plans
Create CN
Implementing Windchill ESI in an SAP Environment
Business Processes and Organizational Considerations
Project Life Cycle Considerations
Windchill ESI Assumptions
Creating and Changing Parts (Objects)
Creating or Changing Documents
Creating and Changing BOMs/Group BOMs
Creating CNs
Loading Release History
Load Release History
Migrating From Non-Windchill Systems
Migration Impacts When Using Sort String Identification in SAP
Distribution Target Prerequisites and Assumptions
Minimum Required System Configuration
SAP Attribute Length Assumptions
Configuration Assumptions
SAP APIs
Implementing Windchill ESI Services Using the build.xml and ESITargetAssignmentLink.xml Files
Performance Planning
Security Considerations
Internationalization Considerations
Hardware and Network Sizing
Technology Considerations for Traversing WANs and Firewalls
Adding High-Availability Capabilities
Configure one Windchill server with two TIBCO servers in High-Availability
Deployment Scenarios
Understanding Windchill ESI Architecture
Windchill ESI Services
Remote Procedure Calls (RPC)
Process Flow for Publishing from Windchill
Message Flow
Common Business Object Data Model
XML Schema Specification
Transaction Management
Message Logging, Error Handling, and Return Messaging
Supporting Multiple SAP Instances
Defaults and Cross-Referencing of Data
XML Schemas
ESILog
ESIError
ESIResultService
ESIJMSCustomProperties
SAP API Structures
Create Part
Change Part
Create BOM / Group BOM
Change BOM / Group BOM
Persisting Consumption Information Using /PTC/ZMATERIAL_COSTS_SPLIT_UPD
Create and Update Joint Production Using ZRFC
Create Document
Change Document
Create CN
Query Part Cost Details
Create Routing
Update Routing Using /PTC/ZRFC_MODIFY_ROUTING
Update Routings Using CP_BD_DIRECT_INPUT_PLAN
Create and Update Equipment Using ZRFC
Change Standard Operation
Check Standard Operation
Create Standard Operation
Allocate Control Characteristic (MIC) to Operation
Allocate Control Characteristic (MIC) to Part (Material)
SNC Support in TIBCO Adapter
Specialized Administration
Windchill Runtime Architectural Overview
Configuring Your Windchill Environment
Using Windchill Configuration Assistant to Configure Windchill
Windchill Configuration Assistant Essentials
What the Windchill Configuration Assistant Does
Audience
Windchill System Requirements
Affected Files
Running the Windchill Configuration Assistant
General Procedure for Running the Assistant
Ant Command Syntax for Running the Assistant
Assistant Propagation Property Setting
Troubleshooting xconfmanager Problems
Windchill Configuration Assistant Log Files
Configuration Walkthrough
configureWindchill
configureTomcat
Manual Calculation of WTPrincipalCache Size
Sample Ant Command Output
Configuring Part Structure Browser Settings
Properties for Find in Structure
Configuring Windchill Performance Advisor
Windchill Performance Advisor Utility
Send Diagnostic Data to PTC
PA Agent Utility
Windchill Performance Advisor Preferences
Windchill Performance Advisor Report Information
Windchill Performance Advisor Report Content
Windchill System Information
Windchill Properties
Windchill Performance Metrics
Windchill Database Statistics
Windchill Configuration Assistant
License Usage Report
CAD WVS Job Statistics Report
Windchill System Customizations Report
Feature Usage Report
Client Report for Windchill Workgroup Manager
Windchill Performance Advisor Queue Details
Performance Advisor Queue Processing Details
Deleted Performance Advisor Queue Entry
Failed Performance Advisor Queue Entries
Accessing the Windchill Performance Advisor Dashboard
Configuring Password Management Options
User Password Management Options
System Password Encryption Options
Setting Up Meetings
Accessing Meetings
Configuring Email Notifications for Your Site
WebEx Meeting Center Setup
Meeting Center Setup for Your Site
Meeting Center Setup for Individual Organization Contexts
WebEx User Name and Email Address
Proxy Server for Connection to WebEx Meeting Center
Disabling WebEx Meetings
Windchill Desktop Integration Administration
Deploying DTI Using Silent Installation
Enabling Links in Windows Explorer
Configuring Desktop Integration for Form-Based Authentication
Windchill Search Administration
Windchill Search Properties
Configure Non-Indexed Keyword Searches
Customize Criteria Selections
Index Search Administration
Indexable Objects
Standard Windchill Search Indexing Policy
Configure the Solr Help Link
Configure Search Result Facets
Indexing File Content
Supported File Types for Content Indexing
Specify MIME Types for Content Indexing
Disable Content Indexing of Files
Add CAD Data to Windchill Index Search
Managing the Search Index
Index Backup and Recovery
Indexing Administration Utility
Bulk Index Tool
Optimizing Leading and Trailing Wildcard Queries Using Substring Indexes
Configuring Substring Indexes
Running the SubStringIndexTool
Synchronizing the Substring Indexes
Substring Index Configuration Properties
Content Holders and Content Objects
About Content Holders
Content Handling Configuration
Adding and Updating Data Formats
Reviewing Authentication
Administering the Authentication Process
Changing Info*Engine Request Validation Properties
Managing User Authentication Issues
Authentication Configuration Tools
Authentication Security Considerations
Windchill Considerations for Security Infrastructures
Protocols
Modify Encryption Key Length
URL Generation
Server Codebase Property
Relative and Absolute URLs
Choosing Host Names
RMI
Server hostname Property
Configuration Properties
Cross-Site Request Forgery
Preventing Cross-Site Request Forgery Attacks
Windchill Cross-Site Request Forgery Prevention
Configuring Cross-Site Request Forgery Protection
Troubleshooting Cross-Site Request Forgery Issues
User Error Report Stack Trace Option
Best Practices for Securing Your Windchill Solution
Windchill Runtime Environment
Web Infrastructure
Java Platform Support
Three-Tier Architecture
Client Software Components
Server Software Components
Database Components
Business Rules
Business Rule Objects
Available Business Rules
Checkout Rule
Attribute Rule
Release Target Rule
BOM Release Rule
Available Business Rule Set
Administration of Business Rules
Rule Sets Table
Defining New Business Rules
Updating Existing Business Rules
Loading Business Rules Objects
Deleting Rule Set Using the Delete Loader in a CCD Package
Deleting Business Rule Objects
Viewing Rule Conflicts
Business Rules Execution
Business Rule Sets Results
Rule Set Hierarchy
Example of Multiple Rules, Rule Sets, and Relationships
Example for Bypassing Business Rule Conflicts
Troubleshooting Configuration Issues
Ensuring Data Security
Policy Administration
Administrative Domain Window Buttons
Context and Domain Hierarchies
Policy Administration Report Windows
Selecting Particpants
Selecting Groups
Selecting Organizations
Selecting Roles
Selecting Users
Domain Administration
Creating or Editing a Domain
Moving a Domain
Updating a Domain
Viewing a Domain
Access Control Rules
Managing Access Control
Creating and Editing Access Control Rules
Deleting Access Control Rules
Retrieving Access Control Rules
Using the Absolute Deny Permission
Selecting All Except Participant
Access Permissions
Using Dynamic Roles in Access Control Rules
Viewing Access Control Lists
Indexing Rules
Managing Indexing Rules
Creating and Editing Indexing Rules
Deleting Indexing Rules
Retrieving Indexing Rules
Considerations for Establishing Indexing Rules
Viewing Indexing Lists
Notification Rules
Managing Notification Rules
Creating and Editing Notification Rules
Deleting Notification Rules
Retrieving Notification Rules
Viewing Notification Lists
Notification Configuration Properties
Access Control
Access Control Overview
About Access Control Policy Rules
Policy and Ad Hoc Access Controlled Information
Creating and Managing Access Control Rules
Setting Permissions
Setting Permissions through the Policy Administration Utility
Setting Permissions through the Access Table
Monitoring Changes to Permission Settings
About Access Control Lists
Deriving ACLs from Access Control Policies
How ACLs Work
Rules Governing Domain-based ACLs and Ad Hoc ACLs
Considerations When Resolving Dynamic Roles in Rules
Distributed Administration of Policy Rules
About Default Access Control Policy Rules
Using Dynamic Roles to Centralize the Administration of Access Control Rules
Managing Access to Enterprise Information
Domain Administered Information
Required Rules for Domain Administered Information
Required Rule for Contained Information
Content Holder Information
Foldered Information
Cabinets
Subfolders
Foldered Objects
Domain Inheritance for Foldered Objects in Windchill
Default Access Control Rules for Foldered Objects
Life Cycle Managed Information
Access Control Strategies for Life Cycle Managed Objects
Required Permissions for Life Cycle Managed Object Activities
Example of Using Life Cycle Roles
Required Permissions for View Managed Object Activities
Access to Cabinets
Restrictive Rules for Cabinets
Open Rules for Cabinets
Combining Access Control Strategies for Cabinets and Life Cycle-Managed Objects
Examples of Required Access Control Rules
Permissions Required for Creating a Part in a Shared Cabinet
Permissions Required for Moving Objects
Permissions Required for Editing Common Attributes for a Part
Permissions Required for Sharing Between Projects or Programs and Projects
Permissions Required for Sharing Between Products or Libraries and Projects
Permissions Required for Managing a Site-Level Group
About Lock on Imported Objects
Updating Permissions for a Lock on Imported Objects
Security Labels and Agreements
Security Labels Overview
Security Label Values
Null Label Values
Non-Null Label Values and Their Authorized Participants
Agreements as Exceptions to Non-Null Security Label Values
Security Label with Multiple Values
Security Labels and Access Control
Products Supporting Security Labels
Object Types Exposing Security Labels
Using Security Labels
Security Labels Table
Security Labels Change History Table
Setting Security Labels while Creating Objects
Setting Security Labels Using Object Initialization Rules
Setting Security Labels on New Objects in Part Structure Browser
Setting Security Labels on New Objects in a Workspace
Download Confirmation for Security Labeled Objects
Viewing and Setting Security Labels on Existing Objects
Edit Security Labels — Collect Related Objects
Edit Security Labels — Single Object
Editing Attribute Values for Security Labels
Subscribing to Security Label Changes
Security Labels and the Copy, Save As, Revise, and Move Actions
Security Labels Import and Export
Exporting Objects with Security Labels
Importing, Restoring, and Loading Objects with Security Labels
Loading Objects with Security Labels from a Spreadsheet
Loading Objects with Security Labels Using a CSV File
Importing Objects with Security Labels Using an Import File
Security Labels and Change Objects
Security Labels and Meetings
Security Labels and Desktop Integration
Security Labels and Visualization
Security Labels and Arbortext Editor
Administering Security Labels
Adding New Security Labels or Label Values
Changing Display Names and Descriptions for Security Labels or Standard Security Label Values
Changing the Display Name and Description for Security Labels
Changing the Display Name and Description for Standard Security Label Values
Managing Authorized Participants
Auditing Security Label Changes
Changing or Adding the Agreement Type
Disabling Security Labels and Values
Configuring Security Labels
Security Labels Example Configuration
Export Control—Example Security Label
Corporate Proprietary—Example Security Label
Legal Information—Example Security Label
Third Party Proprietary—Example Security Label
Before You Begin Configuring Security Labels
Security Label Configuration Steps
Step 1. Define Security Labels - Required
Step 2. Define Standard Security Label Values - Optional
Step 3. Create a Custom Java Evaluator Class - Optional
Step 4. Create a Custom Translator Class - Optional
Step 5. Define Download Acknowledgement - Optional
Step 6. Edit the Security Labels Configuration File - Required
AgreementConfiguration Element
SecurityLabel element
CustomSecurityLabel element
Step 7. Edit LogicalAttributesSite.xml - Required
Step 8. Add Security Labels to RuleConfigurableTypeAttribute.properties - Optional
Step 9. Specify Attribute Handler for Label Attribute - Required
Step 10. Enable Agreement Object Type For Search - Optional
Step 11. Enable Agreement Object Type for Auditing - Optional
Step 12. Enable Agreement Object Type for Subscription - Optional
Step 13. Enable Security Label Events for Auditing - Optional
Step 14. Enable Modify Security Label Event for Subscriptions - Optional
Step 15. Hide Security Labels on Certain Objects - Optional
Step 16: Display Individual Security Labels in Table Views - Optional
Step 17: Move Customized Files into the Windchill Installation Directory - Required
Step 18: Set the Security Label Configuration File Location - Optional
Step 19. Enable Agreement Object Type For Search Command - Optional
Step 20: Display Security Labels in Table Views Command - Optional
Step 21: Propagate Changes to Property Files - Required
Step 22. Restart Windchill Method Servers - Required
Step 23. Add Agreements to List of Searchable Object Types - Optional
Step 24. Define Object Initialization Rules for Security Labels - Optional
Step 25: Display Security Labels and Security Label Values on Object Information Pages - Optional
Step 26: Displaying the Related Agreements Table on Object Information Pages - Optional
Specifying Authorized Participants
Specifying a UFID
Specifying a WTPrincipalReference
Additional Security Label Configuration Concerns
Visualization and File Synchronization with Security Labels
Security Label Parameter for CAD Application Clients and Arbortext Editor
Replication with Security Labels
Creating Custom Domains for Agreements
Setting Access Control Permissions for Agreement Managers
Watermarks and Security Labels
Best Practices for Security Labels and Agreements
Using the UpdateSecurityLabels Command Line Utility
UpdateSecurityLabels Command Line Utility
Configuration for Exporting Object Information and Security Label Values
Configuration for Running the UpdateSecurityLabels Command Line Utility
Exporting Objects with Current Security Label Values
UpdateSecurityLabels Command Line Utility Input File Requirements
Running the UpdateSecurityLabels Command Line Utility
UpdateSecurityLabels Command Line Utility Output File
Agreements
Accessing Objects Through an Agreement
Scope of an Agreement
Agreement Type and Subtypes
Agreement Attributes
Agreement Status
Agreement Starting and Ending Dates
Agreement Life Cycle
Agreement Authorized Objects
Authorized Objects Table
Authorized Participants Table
Authorized Contexts Table
Agreements Page
Agreements Information Page
Creating Agreements
Editing Agreements
Authorized Security Label Values
Authorized Object Revisions through Agreements
Authorized Related Change Objects through Agreements
Viewing Agreements
Cutting or Copying and Pasting Agreements
Deleting an Agreement
Agreement Managers Group
Setting Up the Agreement Managers Group
Out-Of-The-Box Access Control Rules for the Agreement Managers Group
Supporting Business Object Text Translation
Setting Up Languages
Available Languages
Source Languages
Target Languages
Specifying Authoring Language
Translated Text Preference
Removing Support for Multiple Languages
Loading Translation Dictionary Entries from XML
Tailoring Business Objects
Type and Attribute Management
Working with the Type and Attribute Management Utility
Defining Your System’s Types and Attributes
Type and Attribute Management Permissions
About Multiple Organization Contexts
View and Edit Modes
Managing Types
Property Value Inheritance
Creating a New Subtype
Deleting a Type
Localizing Property Values
User Interface Limitations
Using Typing in Conjunction with Classification
Type Information Page
Attributes Tab
Creating a New Attribute
Supported Data Types
Local Attribute and Global Attribute Comparison
Calculated Attribute Formulas
Graphical Attributes
Alias Attribute Mapping
Hyperlink Attributes
Attribute Properties Reference
Deleting an Attribute
Viewing and Setting Attribute Visibility
Setting Attribute Properties
Layouts Tab
Viewing an Attribute Layout
Creating a New Attribute Layout
Editing Attribute Layouts
Editing an Attribute Group
Conflict Resolution for Inherited Attribute Groups
Editing Group Attribute Properties
Adding a Nested Classification Layout
Deleting a Layout Element
Deleting an Attribute Layout
Relationship Constraints Tab
Creating a Relationship Constraint
Editing a Relationship Constraint
Deleting Relationship Constraints
Using Configurable Links
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
Adding and Editing Attribute Constraint Conditions
Adding a Condition
Attribute Constraint Rules
Edit Constraint Window
Legal Types Tab
Adding and Editing Association Constraints
Viewing Primary Association Constraints
Deleting an Association Constraint
About Attribute Mapping
Managing Attribute Visibility in CAD Applications and Windchill
Creating an Explicit Attribute-to-Parameter Mapping
Deleting Mapped Attributes
Managing Global Enumerations
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 Translated Text Attributes
Creating Translated Text Attributes
Adding Translated Text Attributes to Attribute Layouts
Deleting Translated Text and Source Text Attributes
Managing Reusable Attributes
Creating Attribute Organizers
Viewing and Editing Attribute Organizers
Deleting Attribute Organizers
Creating Reusable Attributes
Viewing and Editing Reusable Attributes
Deleting Reusable Attributes
Moving Reusable Attributes and Attribute Organizers
Managing Measurement Systems
Creating Measurement Systems
Viewing and Editing Measurement Systems
Deleting Measurement Systems
Managing Quantities of Measure
Creating Quantities of Measure
Viewing and Editing Quantities of Measure
Deleting Quantities of Measure
About Windchill Units
Supported Unit Strings
Base Measures and Units
Windchill Pure Units
Exponential Units Prefixes
Supported Quantities of Measure
Display Units
Adding or Modifying Units Symbols and Conversion Factors
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 Enumerations
Importing Types and Enumerations
Enabling Logging for Imports
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
Change the Type of the Existing Objects in Windchill PDMLink
Object Initialization Rules Administration
Understanding Object Initialization Rules
Object Initialization Rules Overview
Loaded Object Initialization Rules
Adding and Changing Object Initialization Rules
Accessing the Object Initialization Rules Administration Utility
How Object Initialization Rules Work
Defining the Content of XML Documents used for Object Initialization Rules
Windchill Types in Attribute Values
Object Types and Attributes Used with AttrValue and AttrConstraint
Variables
Algorithms Used with AttrValue
Examples of Algorithms Used with AttrValue
Default Folder Path Example using the FolderPathAttributeAlgorithm
Default Life Cycle Example using the LifeCycleTemplateAttributeAlgorithm
Default Team Template Example using the TeamTemplateAttributeAlgorithm
Document Attributes Example using the EnumTypeConstant
Algorithms Used with AttrConstraint
Examples of Algorithms Used with AttrConstraint
Folder Constraints Example using GetServerPreGeneratedValue
Examples using GetServerAssignedConstraint and GetImmutableConstraint
Life Cycle Constraints Example
Team Template Example
Conditional Logic Algorithms
Conditional Logic Algorithm Examples
Specifying Object Initialization Rules in a Context Template
Configuring Object Initialization Rules
Custom Rule Algorithms
Changing Numbering Schemes
CAD Document Numbering
Dynamic Document Numbering
Numbering for Parts Owned by Multiple Organizations
Additional Information about Numbering
Changing Versioning Schemes
Harvard Series Versioning Schemes
Additional Properties for Standard and Integer Schemes
Standard Alphabetic Scheme
Using the Default Standard Alphabetic Scheme Properties
Accommodating Legacy Characters in an Alphabetic Scheme
Accommodating Skipped Characters in an Alphabetic Scheme
Standard Integer Scheme
Using the Default Standard Integer Scheme Properties
List-based Scheme
Accommodating Legacy Values in Revision Labels
Specifying an Alternate Initial Revision Label
Specifying Alternate Next Revision Labels
Defining the XML File Content
State-based Scheme
Setting Up a List-based or State-based Versioning Scheme
Creating the XML List-based or State-based Versioning File
Loading the XML Versioning File
Setting List-based or State-based Versioning for Objects
Using Versioning Schemes that Conform to the U.S. Military Specification
Setting up the MilSpec Multicharacter Series
Defining the MilSpec Multicharacter Series
Using the MilSpec Multicharacter Series
Working with Object Initialization Rules
About Object Initialization Rules
Loading Object Initialization Rules
Adding Object Initialization Rules
Accessing the Object Initialization Rules Administration Utility
Object Initialization Rules Table
Rule Activities
Creating a Rule
Editing Rules
Displaying a Composite Rule
Enabling and Disabling Rules
Configuring Rules
Using Supported Types and Attributes
Windchill Object Attributes for AttrValue
Windchill Object Attributes for AttrConstraint
Specifying Rules
AttributeValues Tag Syntax
AttrValue Tag Syntax
AttrConstraint Tag Syntax
VarDef Tag Syntax
Optional AttrValue, AttrConstraint, and VarDef Attributes
Final XML Attribute
Ignore XML Attribute
Specifying Both final and ignore XML Attributes
Syntax for Algorithm Arguments
Validating Rules
Merging Rules to Create a Composite Rule
The Use of Object Type Hierarchy in Rules
The Use of Context Hierarchy in Rules
Creating Composite Rules
Rule Algorithms
Default Value Algorithms
Assigning Attribute Values Directly by Omitting Algorithms
Using Default Value Algorithms
Constraint Algorithms
Setting Display Characteristics Directly by Omitting Algorithms
Conditional Logic Algorithms
Test Algorithms
Branch Algorithms
Conditional Logic Algorithm Example
General Default Value and Constraint Algorithm Examples
Setting a Default Folder Path Example
String and Index Algorithm Examples
Example of Pregenerated Text
Example of Normal Text Input Behavior
Example of Displaying a Discrete List
Constraint Algorithm Usage for Folder Location Fields
Constraint Algorithm Usage for Number Fields
Object Numbering and Versioning
Object Numbering
Out-of-the-Box Schemes
Additional Sequences
Numbering Scheme Examples
Creating Numbering Scheme Rule Content
Defining a Generated Value
Defining Constants, Attributes, and a Generated Value
Using Default Attribute Values along with a Generated Value
Turning Off Autonumbering
Object Versioning
Out-of-the-Box Default Versioning Scheme
Setting Up a Versioning Scheme
Types of Versioning Schemes
Versioning Scheme Rule Content
Versioning Scheme Example
Creating and Loading a Versioning XML File
Downloading the Versioning Scheme
Creating the XML File
Loading the XML File
Format of List-based Versioning XML File
Format of State-based Versioning XML File
Accommodating Legacy Values in Revision Labels
Specifying an Alternate Initial Revision Label
Specifying Alternate Next Revision Labels
Versioning Scheme Properties
Creating an Additional Multicharacter Series
Accommodating Legacy Characters in an Alphabetic Scheme
Managing Modeled Enumerations
Customize Modeled Enumerations Utility
Viewing Enumeration Organizer
Selecting an Enumeration for Initial Customization
Customizing Modeled Enumerations
Creating an Enumeration Entry
Deleting an Entry
Enumerated Type Customization Utility
Accessing a Resource Bundle
Creating an Enumerated Type Value
Editing an Enumerated Type Value
Deleting an Enumerated Type Value
Migrating Customized Enumerations
Analyzing System and Business Information
Reports and Queries
About Reports
Viewing a Report
Finding a Report
Editing a Report
Deleting a Report
Deleting a Report Using a Loader
Exporting and Importing Windchill Reports
Setup Required for Exporting and Importing Custom Report Files
Exporting Reports
Importing Reports
Reports Table
Refreshing the Reports Table
About Saved Reports
Saved Reports Table
Editing a Saved Report
About Data Monitors
Data Monitors Table
Creating a New Data Monitor
Editing a Data Monitor
Data Monitor Information Page
Report Information Page
Authoring Reports
Using Query Builder to Author Reports
Using Info*Engine Tasks to Author Reports
Using Report Studio to Author Reports
Reporting in Windchill (Jaspersoft)
Using Reports
Extended Font Support
Optimizing Performance of Memory-intensive Reports
Predefined Reports
Report Builder
Using the Report Builder
Operators
Report Builder Developer Tools
About Charting
Creating a Chart
Editing a Chart
Printing a Chart
About Saved Charts
Saving a Chart
Deleting a Saved Chart
Chart Types
Managing Report Templates
Query Builder Maintenance Dashboard
Upgrade Modes for Query Builder Report Templates Authored Before Windchill 11.0
Query Builder
Properties (Query Builder)
Security Configuration for Report Templates
Tables and Joins (Query Builder)
Adding Tables and Joins on a Report Template
Deleting Tables and Joins
Setting a Main Type on a Report Template
Join Models
Select or Constrain (Query Builder)
Select Attributes to Add—Adding a Reportable Item
Adding and Editing Report Items
Macros
Operators (Select or Constrain)
Keywords
Database Functions
Criteria (Query Builder)
Adding and Modifying Boolean Expressions
Adding and Modifying Criteria Conditions
Operators (Criteria)
Specifying Outer Joins on Criteria
Sort (Query Builder)
Tools (Query Builder)
Server Status
Viewing and Sending Server Information
Understanding Server Status Threshold Values
Selective Access to Monitoring Pages
Using the Monitoring Tools
Using the Performance Feedback Settings Page
Using the Log File Viewer Page
System Configuration Collector
Collecting System Configuration Information
Sending Previously Collected Information
Collection Status Window Details
Collected Information Details
Managing the System Configuration Collector Directory
Creating a Custom Collector Category
Using the Plugin View List
Editing a Custom Collector Category
Deleting a Custom Collector Category
Sending System Information to Technical Support
Prerequisites for Sending Information to Technical Support
Actions that Send System Information
Options for Where System Information Is Sent
Working with User Error Reports
Understanding the End User Error Page
Understanding the End User Error Email
Using the Persisted Log Events Page
Related Administration Activities
Auditing Administration
Auditing Event Framework
Configuring Audit Event Recording
About configAudit XML File
Tags in configAudit.xml and their Significance
Sample configAudit.xml
Service Events
Summary Events
Attributes Captured with Events
Security Audit Reporting
Creating a Security Audit Report
Selecting Events for Security Audit Reports
Generating a Security Audit Report and Exporting to a File
Specifying a Security Audit Report Query Name
Executing a Security Audit Report Query
Viewing the Criteria for the Security Audit Report Query
License Auditing
License Usage Reports
License Auditing Tools
Usage and License Reporting Utility for PDMLink and ProjectLink
Managing Usage Reports in PDMLink and ProjectLink
Monthly Usage Reports for PDMLink and ProjectLink
Organization Usage Reports
Monthly Organization Usage Reports
Auditing User Login Denial
Audit Log Purge Management Utility
Audit Log Purge Scheduler Utility
Creating an Audit Log Purge Schedule
Audit Log Purge Scheduler Information Page
Working with Properties and Command Line Utilities
Windchill Configuration Properties
About the xconfmanager Utility
Changing the Revision of Objects
Changing Views Assigned to Parts
Exporting and Importing Preferences
Exporting Preferences
Importing Preferences
Local and Shared Team Command Line Utilities
Adding a Shared Team to an Existing Context
Deleting an Existing Local Team
Deleting Local Team Roles
Finding the Object or Container Identifier
Life Cycle Command Line Utilities
Reassign Life Cycle Command Line Utility
Running the Reassign Life Cycle Utility
Remove Life Cycle History Command Line Utility
Running the Remove Life Cycle History Utility
Workflow Command Line Utilities
Delete Workflow Processes Command Line Utility
Complete Running Processes Command Line Utility
Workflow Queue Cleanup Command Line Utility
Windchill Replication Package Command Line Utility
PLM Connector Server Importable Package License Property
Windchill Replication Package ZIP Delivery Command Line Utility
Running the Windchill Replication Package ZIP Delivery Command Line Utility
Windchill Replication Package ZIP Delivery Command Line Utility Example
Enabling Fault Tolerance Using Command Line Utility
Windchill Replication Package Import Command Line Utility
Running the Windchill Replication Package Import Command Line Utility
Windchill Replication Package Import Command Line Utility Example
Automating Replication Package Import
Supporting Visualization and Publishing
Windchill Visualization Services Administration
Getting Started with Windchill Visualization Services
Configuring Automated Publishing of Viewables
Introduction to Automated Publishing
General Flow of the Automated Publishing Configuration
License Requirements for Publishing with File Synchronization in Windchill
Viewing PDF Documents
Configuring Publisher Queues
Introduction to Publisher Queues and Jobs
General Flow of Publisher Queue and Worker Agent Configuration
Server-side Watermarking
Introduction to Server-side Watermarking
General Workflow for Server-side Watermarking
Configuring Positioning Assembly Publishing
Introduction to Positioning Assemblies
Extended Positioning Assemblies
Configuring QuickView
Enabling Generation of QuickView
Configuring Creo View Adapter for Generation of QuickView
Generating QuickView for Windchill Parts
Best Practices for QuickView Generation
Interference Detection
Configuring the Windchill Interference Management Service
Interference Detection Considerations
Data Considerations
Process Considerations
Current State of Play
Windchill Visualization Services Technical Overview
Overview of File Types
Overview of Job Types
WVS Data Model
WVS Architecture
Visualizing Parts, CAD Documents and Windchill Documents
Representations of CAD Documents containing Owner-Associated Parts
Exposing the Representations and Annotations Table for Parts
Making Representation Content Files Available from the Representations and Annotations Table
List of Representation File Extension Types
WVS Publisher
Publisher Queues and Jobs
Managing Publisher Queues and Jobs
Introduction to Publisher Queues and Jobs
General Publishing Process
Typical Publisher Queue Management Operations
Configuring Publisher Queues
Prioritizing WVS Jobs
Configuring Additional Publisher Queues
Configuring Publisher Queue and Worker Availability
Using Dedicated Publish Queues
Submitting Publish Jobs to Dedicated Publish Queues with Specific Priority
Providing Dedicated Workers for Dedicated Publish Queues
Use Cases for Submitting Publish Jobs to Dedicated Publish Queues with Specific Priority
Use Cases for Providing Dedicated Workers for Dedicated Publish Queues
Server-managed CAD Configuration
Creating Package for Creo Parametric
WVS Administration Utilities
The WVS Job Monitor
Troubleshooting the WVS Job Monitor
WVS Job Statistics
About Publish and Thumbnail Control
WVS Job Scheduler Administration
WVS Job Scheduler Filters
Visualization Configuration Administration
Publishing CAD Documents
Timeouts, Automated Publishing, and Scheduled Publishing
File Synchronization
Introduction to File Synchronization
Using a File Synchronization-Capable Worker
Testing the Publishing Configurations
Testing the Worker Agent Configuration
Testing the FTP or FTPS Server Configuration
Identifying PVM File Corruption
Advanced Publishing Configuration
Copy Forward Functionality
Copying Representations Forward
Copying Markups Forward
Copy Forward Properties
Positioning Assembly Publishing
Configuring Publishing of Positioning Assemblies
Configuring Publishing of Extended Positioning Assemblies
Publishing External Simplified Representations as Positioning Assemblies
Recipe Overlay Mechanism
Publishing Documents with Multibyte Character in Filename
Encrypting Passwords When Configuring Workers
Configuring Workers with Trusted Host Authentication
Worker Agent
Introduction to Worker Agent Configuration
Working with Worker Agent Administration
Supported Data Types for MCAD, Document, and ECAD
Troubleshooting the Worker Agent
Viewing Log Files
Enhanced Security Measures in Worker Configuration
Guidelines for Configuring a Worker "Common File System"
Configuring the Worker Agent
Configuring a Worker on the Same Machine
Configuring a Worker on a Different Windows Machine
Configuring a Worker on a Different UNIX Machine
Configuring a CADDS 5 Non-English UNIX Worker to Run the FTP Daemon
Troubleshooting Startup of Workers from the Worker Agent
WVS Loader
WVS Loader Import Mechanism
WVS Adobe Experience Manager Server Integration
WVS Creo View Integration
Downloading and Installing Creo View
Launching Creo View from Windchill
Visualizing Dynamic Structures
Visualization of Assembly Features
Visualization of Flexible Assemblies
Visualization of CAD Represented Parts
Visualization of Image-Associated and Contributing Image-Associated Parts in Dynamic Part Structure
Customization of WTPart Structure
Additional Administrative Preferences Affecting Dynamic Visualization
Identifying Parts as CAD Represented Parts
Example: CAD Represented Part XML Configuration
Using Populate Part Uses Occurrence Utility
Performance Considerations for Dynamic Visualization
Creating and Enabling Server-side Watermarks
Using the PTC Windchill PDF Collaboration License
WVS Publish Rules
About Publish Rules
Enabling Publish Rules
Evaluating Publish Rules
Configuring Publish Rules
Post-Publishing
DefaultPostPublishDelegate
EPMPostPublishDelegate
DDPostPublishDelegate
IllustrationPostPublishDelegate
AdditionalFilesPostPublishDelegate
SISPostPublishDelegate
Manual Post Publishing
Using Conditions in Publish Rules
Examples of Publish Rules XML Files
Multi-fidelity Representations
Multi-fidelity Overview
Configuring Multi-fidelity Representations
Fidelity Subtypes
Access Control and Preferences for Fidelities
Setting Multi-fidelity Preferences
Access Control of Fidelities
Multi-fidelity and Batch Interference
Visualizing Large Structures with QuickView
Configuring QuickView
Scheduler Based Publishing Support
Failure Scenarios
Viewing and Interacting with QuickView
Setting Preferences
Displaying QuickView States
Interacting with QuickView in Structure Browsers
Viewing QuickView in Creo View
Windchill Interference Management Services
Introduction to Interference Detection
Setting Interference Detection Preferences
Customizing Interference Results Tables
WVS Print Services (Batch Print)
Batch Print Preferences
Simple Printer Configuration
Complex Printer Configuration
WTDocument Coversheets Configuration and Customization
Sample Configuration Steps for Creating a Document Coversheet
WTDocument Coversheet Customization
Modifying the Output Size of PDF Documents
Arbortext Publishing Engine (PE) Worker
Configuring the Arbortext Publishing Engine (PE) Worker
Configuring Publishing for Arbortext Authored Dynamic Documents
Configuring the Distributed File Server Worker
Configuring a Distributed File Server Worker
Configuring Upload to File Server Hook (Optional)
Common Issues with the Distributed File Server Worker
Creo® Parametric and CATIA® V5 Bi-Directional Data Conversion for HDIC Configuration
Setting Up the Creo Worker for HDIC Conversion
HDIC Conversion and Additional Files
Using the Creo Parametric Publisher with Multiple Workers for HDIC Conversion
Configuring WVS for Advanced Windchill Server Configurations
Configuring WVS for Multiple Background Method Servers
Configuring the Worker Agent in a Windchill Cluster
Configuring the Worker Agent in a High Availability Windchill Cluster
Generating Viewables and Thumbnails in Clustered Environments
Displaying Job Details in the Executing State in the Publish Monitor in a Clustered Environment
Windchill Visualization Service Properties
Site Maintenance
Queue Management
Understanding Background Queues
Background Queue Details
About Background Queues
Out-of-the-box Background Queues
Configuring Background Queues and Related Properties
High Availability Queue Processing
Workflow Queue Tuning
Queue Pooling
Dedicated Queues
Enabling Dedicated Queues
Setting the Has Dedicated Queue Flag to True
Combining Queue Pooling and Dedicated Queues
Working with the Queue Management Utility
Viewing Queue Information
Creating a Queue
Editing Queue Attributes
Enabling and Disabling Queues
Starting and Stopping Queues
Viewing Queue Entries
Performing Regular Queue Maintenance
Assigning Queues to Groups
Deleting a Queue
Audit Report Generation for Queue Actions
Managing Windchill Logging
Configuring API-specific and User Session-based Loggers
Ensuring Proper Backup and Recovery
Monitoring Temporary Files
Using Java Management Extensions (JMX)
Client Types
JConsole
Other JMX Clients
Setting Up Your JMX Environment
Establishing Connections
Remote JMX Monitoring
Using JMX in a Cluster Environment
Accessing Windchill MBeans from JConsole
Configuring JMX Email Notifications for Method Server Log Messages
Using MBeans to Modify Property Values
Using the Loader MBean to Persist Configuration Changes
Using MBeans to Stop or Restart Method Servers
Using MBeans to View and Email Log Files
Using MBeans to Work with Log Files
Using MBeans to Review Queue Attributes
Using MBeans to Monitor Windchill Directory Server
Windchill MBeans
Windchill Diagnostic Task Scheduler
Rehosting a Windchill Environment
Enterprise Deployment Resources
Open Services for Lifecycle Collaboration (OSLC) Server
Info*Engine Administration
Performing Info*Engine Administration Activities
Using the Property Administration Utility
Logging on to the Property Administration Utility
Operating the Property Administration Utility
Filling in Forms and Using Form Buttons
Accessing Help
Creating JSON Entries
Adapter Entry Example
Using the Form Editor
Adding Properties to an Existing Form
Editing Existing Configuration Entries
Using Task Delegate Administration
Delegate Components
Delegates
Repositories and Repository Types
Type Identifier
Schema
Managing Logging
Info*Engine Administration Utility
Property Administrator Main Page
Property Administrator Actions
Common Configuration Entry Properties
Services and Adapters
Info*Engine Server
Info*Engine Servlets
Naming Service
Task Processor
Gateways
Windchill Adapter Configuration Entry
Windchill Adapter Properties
JNDI Adapter Configuration Entry
JNDI Adapter Properties
JDBC Adapter Configuration Entry
JDBC Adapter Properties
SAP Adapter Configuration Entry
SAP Adapter Properties
Task Delegate Administration
Managing Delegates
Creating a Delegate
Finding Delegates
Updating a Delegate
Deleting a Delegate
Importing Delegates
Exporting Delegates
Managing Repository Types
Creating a Repository Type
Updating a Repository Type
Deleting a Repository Type
Managing Repositories
Creating a Repository
Updating a Repository
Deleting a Repository
Managing Schemas
Creating a Simple Schema
Creating a Complex Schema
Managing Simple Schemas
Managing Complex Schemas
Managing Ranges
Adding a Range
Adding Additional Ranges
Deleting a Range
Managing Enumerated Values
Adding One Enumerated Value
Adding Multiple Enumerated Values
Updating an Enumerated Value
Deleting an Enumerated Value
Managing Attributes
Adding an Attribute
Updating an Attribute
Deleting an Attribute
Managing Type Identifiers
Creating a Type Identifier
Updating a Type Identifier
Deleting a Type Identifier
Office Online System Configuration
Configuring Microsoft Office Online
Office Online Configuration Assistant
MPMLink Administration
Copy Over Framework
Defining a Property Key
Defining a Property Value
Sample Configuration of Copy Over Property
Configuring Mass Update for Object Associations
Configuring Mass Update for Object Attributes
Configuring Copy Over Framework for Propagating Assigned Expressions for Structure Transformation Actions
Configuring the Windchill Help Center
Integration with Other Applications
Managing CAD Data
CAD Data Management in Windchill
Windchill Objects and PDM Concepts
CAD Models, CAD Documents, and Windchill Parts
The Commonspace and the Workspace
Workspace Data Management Scenarios
Managing CAD Documents from the Information Page
Managing Parts from the Information Page
Drawing-Part Relationships
Configuring the Windchill File System
Using the Workspace to Manage Work-in-Progress
Getting Connected Using the Server Management Utility
Introduction to the Workspace
Workspace Page Functionality
Workspace Frames Overview
Managing Workspaces
Workspace Actions Menu
Creating a New Workspace
Activating a Workspace
Deleting a Workspace
Locking a Workspace
Unlocking a Workspace
Offline Workspace Functionality
Administrative Actions
Event Management Utility
Viewing Event Information
Managing Conflicts
Resolving Conflicts
Workspace Preferences
Setting General Workspace Options
Setting Workspace Refresh Performance Options
Setting Part Configuration Specifications
Setting Document Configuration Specifications
Common CAD Data Management Activities
Performing a Windchill Search or Browse
Viewing Workspace Objects
Using a Featured Objects List in Your Workspace
Using a Top Level Objects List in Your Workspace
Customizing the Collector Toolbar for Save As and Revise Actions
Configuring Collector Preferences used by Revise and Check Out Actions from CAD Tool
Object Status Overview
Collecting Objects for PDM Operations
Dependency Processing
Collection Configuration
Collecting Related Objects Overview
Collecting in Basic Mode
Collecting in Advanced Mode
As Stored Configurations
Specifying an As Stored Configuration Specification
Setting a Location
Selecting an Organization
Authoring Application Version Reference
Windchill Table View Administration
Workspace File Menu
Adding Objects to the Workspace
Removing Objects from the Workspace
Creating a New CAD Document
Creating a New Part
Creating a New Data Sheet Dynamic Document
Creating a New Graphics Dynamic Document or Graphic Information Element
Managing Graphics Dynamic Documents
Using the Graphics Upload Interface
Creating a New Revision
About Revision of Non-latest Objects
Setting a Revision Level
Opening Objects in a CAD Application
Opening Objects in Creo View
Opening an Information Page
Checking Out Objects from Windchill
Preferences for Add to Workspace and Check Out
Checking Out Non-latest Objects
Checking In Objects to Windchill
Checking In Graphics Dynamic Documents
Undoing a Checkout
Administrative Undo Checkout
Locking and Unlocking Objects in the Workspace
Uploading Objects from Workspace Cache
Using Workspace Save As
Updating Out-of-Date Objects
Renaming CAD Documents and Parts
Setting New Names
New Name System Behavior
Setting a View
Adding Objects to a Change Task from the Workspace
Add to Change Task Flow
Workspace Edit Menu
Editing Object Attributes
Setting Attribute Values
Associating CAD Documents and Windchill Parts
Managing Security in the Workspace
Setting a Life Cycle State
Workspace Tools Menu
Importing and Exporting CAD Data
Exporting from the Workspace
Importing to the Workspace
Synchronizing Your Workspace
Information Pages Overview
CAD Document Information Page
Dynamic Document Information Page
Note Information Page
Information Page Actions
Saving Commonspace Objects As New Objects
Setting New Names During Save As
Using Save As to Derive a Simpler Part Structure
Replacing Incomplete Objects
Adding a Placeholder
Editing Attachments of CAD and Dynamic Documents
Exporting from the Information Page, Folder Page, or Search Results
Information Page Reports
Viewing CAD or Dynamic Document Structures
Viewing a Single Level Report
Viewing a Multilevel Report
Bulk Items Overview
Viewing Content Information
Viewing CAD Document’s Model Item Structures
Viewing Where Used Information
Relationship Report
Source and Image CAD or Dynamic Documents
Comparing Content on Versions and Iterations
Viewing Family Information
Family Tables
Displaying Family Tables
Saving a Copy of Family Table Objects
Copying the Generic Object Only
Copying the Entire Set of Instances
Copying a Partial Set of Instances
Copying a Single Instance Only
Editing Family Table Attributes in Windchill
Bulk Build Utility for Parts Related to CAD
Preparing the Bulk Build Input File
Input Validation and Build Processing
Bulk Build Utility Output Files
Launching the Bulk Build Utility
Searching the Windchill Database
Performing a Search
Performing an Advanced Search
Performing a Windchill Search or Browse
Saving a Search
Managing Saved Searches
Managing CAD and Part Relationships in Windchill
Introduction to CAD and Part Relationships
CAD and Part Association Overview
Comparing CAD and Part Association Types
Association Types for CAD-Driven Product Design
Association Usage Examples
Building CAD and Product Structure
Build Rules and Build Links
Setting Up Build Rules and Preferences
Managing Attribute Build Rules
Automatically Relating Drawings to Parts
When to Build
Association Actions for CAD-driven Design
Automatically Associating CAD Documents and Windchill Parts
Editing the Association of CAD Documents and Windchill Parts
Part and CAD Association Overview
Association Actions for Top-down Design
Creating Parts with Associated CAD Documents
Customizing Auto Associate
Setting Preferences to Automatically Find Matching Windchill Parts
Using and Modifying the AutoAssociatePartFinderCreator Interface
Modifying the Implementation to Search for Customized Parts or Custom Parts
Controlling the Associations Formed by Auto Associate
Controlling the Creation of Parts by Auto Associate
Controlling the Default Location of Parts Created by Auto Associate
AutoAssociatePartFinderCreator Modification Example
Managing the BOM from CAD Document or Windchill Product Structures
Filtering Gathering Parts
Managing Multiple Windchill Part Structures Sharing the Same CAD Structure
Driving Multiple Part Structures from a Single CAD Model Using Multiple Owner Associations
Creating Alternate Structures in a New Product
Using Save As to Create Alternate Structures in an Existing Product
Limitations of Using Multiple Part Structures Sharing the Same CAD Structure
Managing CAD and Part Structures in Windchill
Introduction and Methodology Overview
Comparing Product Structures
Asynchronous Product Structure Development
Parts with Special Attributes
Comparing CAD Document Structure to Part Structure
Using the Insert Existing Action
Comparing Part Structure to CAD Document Structure
Using the Set for Build Action
Adding, Creating, and Removing Part Association
CAD-driven Design
Sample CAD-driven Methodology Flow
Document Templates and Subtypes
Association and the Build Process
Setting CAD Centric Workspace Configuration
Editing a CAD-driven Part Structure
Adding a New Child Part
Adding an Existing Child Part
Changing Part Quantity
Removing a Child Part
Managing Deleted Occurrences in a CAD-driven Part Structure
Top-down Design
Sample Top-down Methodology Flow
Creating Parts with Associated CAD Documents
Setting Part Centric Workspace Configuration
Editing a Windchill Part Structure
Adding a New Child Part
Adding an Existing Child Part
Changing Part Quantity
Removing a Child Part
Pruning an Overloaded Structure to Derive New Designs
Setting Build Status
Building the CAD Structure from the Part Structure
Updating CAD Document Usage Links
Managing Deleted Occurrences
Publishing Mass Changes to CAD
In-Context Design
Using CAD System’s In-Context Tools
Adding Partial Set of Objects to Workspace
Opening Partial Set of Objects from Workspace
Design-in-Context
Design in Context Flow
Configuration Context Overview
Creating a Configuration Context
Modifying a Configuration Context
Deleting a Configuration Context
Configuration Context Information Page
Using the Configuration Context Structure Tab
Editing Action Set - Configuration Contexts
Check Out/In Action Set - Configuration Contexts
Viewing Action Set - Configuration Contexts
New Action Set - Configuration Contexts
Filter Action Set - Configuration Contexts
Design Context Action Set - Configuration Contexts
Design Context Overview
Creating a Design Context from a CAD Structure
Creating a Design Context from a Part Structure
Auto Generating a Design Context
Updating a Design Context
Opening a Design Context in a CAD Tool
Design Context Information Page
Using the Edit Definition Tab
Editing Action Set - Design Contexts
Design Context Action Set - Design Contexts
Viewing Action Set - Design Contexts
Filter Action Set - Design Contexts
Attribute Rules Action Set - Design Contexts
Setting a Box Spatial Rule
Setting a Sphere Spatial Rule
Setting a Proximity Rule
Updating a Spatial Rule
Managing Attribute Rules
Creo Parametric – Windchill Integration
Getting Started with Using Creo Parametric with Windchill
Some Quick Basics
Connection to a Windchill Server
Storing New Designs
Developing Existing Designs
Keeping Designs Current
Collecting Objects for PDM Operations
Configuring Collection
Using Edit Filter
As Stored Configurations
Specifying an As Stored Configuration Specification
Dependency Processing Type
Using the Collection Tools
Collecting in Basic Mode
Collecting in Advanced Mode
Setting an Object Location
User
PDM Actions
Opening Objects in Creo Parametric
Opening Workspace Objects from the Embedded Browser
Opening Objects from a Standalone Browser
System Responses in a Standalone Server Environment
Saving and Uploading Objects
Creating CAD Documents with CAD Data
Creating Part Structures for CAD Data
Associating CAD Documents to Parts
Editing the Associations of CAD Documents and Parts
Uploading Objects
Performing an Upload from Creo Parametric
Performing an Upload from the Workspace
Checking In Objects
Checking In Objects from Creo Parametric
Performing an Automatic Check In
Performing a Custom Check In
Checking In Objects from the Workspace
Checking Out Objects
Checking Out Objects from Creo Parametric
Checking Out Objects from the Workspace
Undoing a Check Out
Adding Objects to the Workspace
Initiating a Download from Creo Parametric
Initiating Add to Workspace
Removing Objects from the Workspace
Keeping Workspace Objects Up-to-Date
Refreshing the Cache
Importing Objects to the Workspace
Overview of Importing Objects
Interpreting the Status of Imported Objects using Workspace and Commonspace Content Status Column and Status Message Column
Exporting Objects from the Workspace
Overview of Exporting Objects
Revising Workspace Objects
Setting a Revision
Using the Event Management Utility
Event Management Page
Event Information Page
Conflict Management Page
Advanced Techniques
Modifying Object Attributes (Properties)
Editing Attributes from the Workspace
Editing Attributes from the Information Page
Setting Attribute Values
Updating Attribute Values in Creo Parametric and Windchill
Renaming Objects
Deriving New Designs Using Save As
Save As Overview
Using Save As
Setting a View
Working with Family Tables
Family Table Structure
PDM Activities with Family Tables
Modifying Family Tables
Saving Family Tables Objects as New Objects
Managing Incomplete Dependent Objects
Identifying Incomplete Dependents
Resolving Incomplete Dependents
Resolving from the Information Page
Resolving Incomplete Dependents from the Check In or Upload User Interface
Simplified Representations
Managing Model Items
Designate Model Objects and Create Model Items
Managing Part-CAD Document Relationships
Verifying Windchill Editing Instructions
Heterogeneous Design
Heterogeneous Design Using Creo Unite
Heterogeneous Design Using TIMs
Working with Configurable CAD Documents
Quick Reference for Menus, Icons, and Symbols
Administrator
Administration and Configuration
Configuring Windchill for Interoperation with Creo Parametric
Displaying the Workspace
Displaying or Hiding Virtual Workspaces in the Server Management Utility
Undocking the Embedded Browser Window
Managing CAD Document and WTPart Naming and Numbering
Policy-Managed Naming and Numbering
Customizing the Naming Service
Preferences That Affect Resolution of Incomplete Dependent Objects
CAD Document Templates and Creo Parametric Start Parts
Managing Creo Parametric Start Parts In Windchill
Creo Parametric Start Part Configuration Options
Using Library Parts
Part Library Setup
Retrieving Components from a Library
Subtyping CAD Documents and Model Items
Command Line Management of Subtyping
Mapping Creo Parametric Parameters to Windchill Attributes
Implicit Parameter-to-Attribute Mapping
Resolving Type Conflicts Between Creo Parametric Parameters and Windchill Attributes
Customizing the Parameters in the Download Service
Configuring the Build Rule
Configuring the Initial Collection of Objects for Actions
Configuring Check In
Enabling As Stored Configurations
Enabling Baseline Creation
Managing ModelCHECK Validation during Check In
Enabling Support for Custom Parts
Administering Revision
Auto Associate Customization
Customizing the HTML Client Object Selection Page
Modifying the Search Attribute List Delegate
Modifying Type Lists
Customizing the HTML Search
Managing Secondary Content
Attaching Secondary Content
Specifying Whether or Not to Outdate Secondary Content
Setting the Preference to Automatically Download Secondary Content
Managing Drawing Dependents
Controlling the Display of Internal Creo Parametric Relationships
Event Management Utility Cleanup
Windchill Table View Administration
Configuring the Number of Displayed Workspace Rows
Configuring Automatic Scrolling in the Workspace
Cache Compatibility
System Configuration Recommendations
Running Multiple Servers
Using External File Vaulting
Using Content Replication
Performance Tuning
Setting the Method Server Max Heap Size
Data Compression
Maximizing the Oracle Server/Windchill Method Server Connection
Choosing to Display Family Object Symbols in the Folders Table
Other Recommendations
Controlling End-User Objects
Online Java Performance Guide
Windchill Folder Structure
HTTP Protocol
Preferences, Environment Variables, and Config.pro Options
Configuration Settings in Creo Parametric
Environment Variables
Config.pro Options
Create and Edit Preferences
Display Preferences
EPM Service Preferences
Operation Preferences
Auto Associate Preferences
CAD Data Management Preferences
Check In Operation Preferences
Collection-related Preferences for Actions
Edit Attributes Preferences
General Preferences
New CAD Document Preferences
Gathering (Core HTML Component) Preferences
Preferences for CAD Document Property (Information) Page
Upload Preferences
Update Operation Preferences
Revise Preferences
Save As
Workgroup Manager Client
Workgroup Manager Client Preferences
Workspace Preferences
Using OIRs for Naming and Numbering
Setting Name and Number to the Same Non-editable Auto-generated Value
Turning Off All Autonumbering
Setting Editable Autogenerated Values
Setting Non-editable Auto-generated Values
Setting Editable Identical Value for Name and Number
Setting Editable Non-auto-generated Values
Setting Auto-generated Non-editable Values for Number
Setting Pre-generated Editable Values
Setting Pre-generated Non-editable Values
Windchill Workgroup Manager Documentation
Introduction to Windchill Workgroup Manager
Windchill Workgroup Manager Overview
What is Windchill Workgroup Manager?
Windchill Workgroup Manager PDM System Architecture
Initial Windchill Workgroup Manager Scenario
Understanding the Client–Server System Architecture
Data Management Capabilities
Backward Compatibility
Managing Data Through the Workspace
What is the Windchill File System?
Common PDM Actions
Getting Started with Windchill Workgroup Manager
Initial Setup
Other Setup Considerations
Installing Windchill Workgroup Manager
File Types Supported by Windchill Workgroup Manager
Getting Familiar with the Windchill Workgroup Manager User Interface
Searching for Existing Data in Windchill
Using Windchill Workspaces
Creating and Activating a Workspace
Working with Windchill Workgroup Manager
Making It Work For You
Windchill Workgroup Manager Preferences
Using the Event Management Utility
Clearing a Workspace
Windchill Workgroup Manager Components
PDM Actions Accessible from CAD Authoring Applications
Windchill Workgroup Manager Navigators
Using the Favorites Navigator
Using the Folder Navigator
Using the History Navigator
Using the Server Management Utility
Registering a Server
Setting the Primary Server
Selecting Another Server to be the Primary Server
Changing the Server Name
Deleting a Server Connection
Application Management Utility
Registering an Authoring Application
Editing a Registered Application
Removing an Authoring Application
Event Management Utility
Cache Management
Viewing the Cache Information
Changing the Cache Size
Clearing Cache
Setting up Automatic Clearing of Cache
Setting Up Cache Location
Advanced Techniques with Windchill Workgroup Manager
Design with Neutral Data in Windchill
Managing Windchill Workgroup Manager Preferences
Managing Preferences Using the Preference Management Utility
Setting or Modifying Preferences in the Preference Management Utility
Managing Preferences Using the wgmclient.ini File
Setting or Modifying Preferences in the wgmclient.ini File
Autodesk Inventor
PDM Actions in Autodesk Inventor
Open (Autodesk Inventor)
Open from Windchill (Autodesk Inventor)
Save (Autodesk Inventor)
Save Copy As (Autodesk Inventor)
Save to Workspace (Autodesk Inventor)
New CAD Document (Autodesk Inventor)
Open in Autodesk Inventor
Check In (Autodesk Inventor)
Check Out (Autodesk Inventor)
Revise and Check Out (Autodesk Inventor)
Import to Workspace (Autodesk Inventor)
Export from Workspace (Autodesk Inventor)
Locking and Unlocking Objects in the Workspace (Autodesk Inventor)
Undo Check Out (Autodesk Inventor)
Update for Autodesk Inventor (Autodesk Inventor)
Right-Click PDM Actions for Assembly Dependents Available in Autodesk Inventor
Synchronize (Autodesk Inventor)
Revision (Autodesk Inventor)
Rename (Autodesk Inventor)
Automatic Updates (Autodesk Inventor)
Upload (Autodesk Inventor)
Save Viewable with Models (Autodesk Inventor)
Administration and Configuration (Autodesk Inventor)
CAD Worker Setup (Autodesk Inventor)
Configuring Business Practices for Autodesk Inventor
Configuring Naming and Numbering (Autodesk Inventor)
Autonumbering of File Names (Autodesk Inventor)
Policy-Managed Naming and Numbering (Autodesk Inventor)
Identifying the Current Naming and Numbering Policy (Autodesk Inventor)
Windchill Preferences for Naming and Numbering (Autodesk Inventor)
Customizing the Naming Service (Autodesk Inventor)
Configuring Collection with Autodesk Inventor
Enabling As Stored Configurations (Autodesk Inventor)
Configuring Auto Associate (Autodesk Inventor)
Configuring Revision with Autodesk Inventor
Configuring the Ability to Set a Revision Level (Autodesk Inventor)
Configuring the Revision of Associated Items (Autodesk Inventor)
Rules for New Versions (Autodesk Inventor)
Synchronizing Revision Levels during Auto Associate (Autodesk Inventor)
Configuring Attributes with Autodesk Inventor
Attribute and Parameter Types (Autodesk Inventor)
Windchill Default System Attributes (Autodesk Inventor)
Custom Parameters (Autodesk Inventor)
Configuring Attributes and Parameters (Autodesk Inventor)
Adding Authoring Application Parameters (Autodesk Inventor)
Standard Authoring Application System Parameters
Customizing Existing Windchill Attributes
Editing the Delegate (Autodesk Inventor)
Mapping User-defined Authoring Application Parameters (Autodesk Inventor)
Mapping Attributes and Parameters (Autodesk Inventor)
Implicit Parameter-to-Attribute Mapping (Autodesk Inventor)
Explicit Property-to-Attribute Mapping (Autodesk Inventor)
Mapping Properties and Parameters with Units (Autodesk Inventor)
Behaviour of Creo Authored CAD Documents (Autodesk Inventor)
Modifying the HTML Client Item Selection Page (Autodesk Inventor)
Replacing WTPart (Autodesk Inventor)
Supporting WTPart and Custom Part (Autodesk Inventor)
Enabling the Recording and Display of Rename and Location History (Autodesk Inventor)
Generation of Viewables (Autodesk Inventor)
Using a File Synchronization-Capable Worker with Windchill Workgroup Manager for Autodesk Inventor
Configuring the Worker (Autodesk Inventor)
Configuring the Creo View Adapter for HTTPS (Autodesk Inventor)
Setting and Collecting Windchill Workgroup Manager Log Files (Autodesk Inventor)
Managing Attachments for Autodesk Inventor
Specifying Whether to Outdate Secondary Content (Autodesk Inventor)
Setting the Automatically Download Secondary Content Preference (Autodesk Inventor)
Displaying or Hiding Virtual Workspaces in the Server Management Utility (Autodesk Inventor)
Cleanup of Event Management (Autodesk Inventor)
Configuring the Workspace User Interface (Autodesk Inventor)
Administering Table Views (Autodesk Inventor)
Configuring the Display of Number of Workspace Rows (Autodesk Inventor)
Configuring Automatic Scrolling in the Workspace (Autodesk Inventor)
Performance Considerations (Autodesk Inventor)
Setting the Method Server HEAP Size (Autodesk Inventor)
Data Compression (Autodesk Inventor)
Maximizing the Oracle Server/Windchill Server Connection (Autodesk Inventor)
System Configuration Recommendations (Autodesk Inventor)
Running Multiple Servers (Autodesk Inventor)
Using External File Vaulting (Autodesk Inventor)
Using Content Replication (Autodesk Inventor)
Enabling Debug Logging in Windchill Workgroup Manager Client (Autodesk Inventor)
Advanced Techniques (Autodesk Inventor)
Managing iPart Factories in Autodesk Inventor
Assumptions and Restrictions (Autodesk Inventor)
Specifying the Names of CAD Documents (Autodesk Inventor)
Behavior of iPart Factories During PDM Actions (Autodesk Inventor)
Rules for Using Save to Workspace (Autodesk Inventor)
Rules for Using Upload and Checkin (Autodesk Inventor)
Rules for Adding Part Family Objects to a Workspace (Autodesk Inventor)
Rules for Opening (Autodesk Inventor)
Rules for Using Check Out (Autodesk Inventor)
Rules for Using Revise (Autodesk Inventor)
Rules for Removing Objects from a Workspace (Autodesk Inventor)
Rules for Using Rename (Autodesk Inventor)
Rules for Editing Attributes (Autodesk Inventor)
Rules on Updating Objects in the Workspace (Autodesk Inventor)
Assembling an iPart Factories Component in an Assembly (Autodesk Inventor)
Migrating iPart Factories Created Prior to Windchill 9.0 (Autodesk Inventor)
Handling Custom iParts (Autodesk Inventor)
Autonumbering of Family Table Instances (Autodesk Inventor)
iAssembly Factories as Windchill Family Table Objects (Autodesk Inventor)
Using Autodesk Inventor Frame Generator with Windchill
Using Autodesk Inventor Content Center with Windchill
Using Autodesk Inventor BOM with Windchill
Working With Autodesk Inventor Tube And Pipe Module In Windchill
Working With Autodesk Inventor Cable and Harness Module In Windchill
Support for Sheet Metal Parts (Autodesk Inventor)
External References
Overview of External References (Autodesk Inventor)
Standardized CAD Application Relationships (Autodesk Inventor)
Assembly Membership (Autodesk Inventor)
Required versus Optional Dependents (Autodesk Inventor)
General Description of Member Functionality (Autodesk Inventor)
Membership and Reports (Autodesk Inventor)
Other Relationship Types (Autodesk Inventor)
Bill-of-Materials View in a Model Structure Report (Autodesk Inventor)
Specifying a BOM Member (Autodesk Inventor)
Managing Incomplete Dependent Objects — Ghosts (Autodesk Inventor)
Identifying Incomplete Dependents (Autodesk Inventor)
Resolving Incomplete Dependents (Autodesk Inventor)
Resolving Incomplete Dependents Using the Replace Command (Autodesk Inventor)
Resolving Incomplete Dependents during Check In or Upload Using Auto resolve (Autodesk Inventor)
Managing Autodesk Inventor Drawings
Collection and Configuration (Autodesk Inventor)
Revise (Autodesk Inventor)
Copy (Autodesk Inventor)
Check In (Autodesk Inventor)
Autoassociation (Autodesk Inventor)
Drawing Reference Link (Autodesk Inventor)
Relating Drawings to Models and Parts (Autodesk Inventor)
Viewing Relationships (Autodesk Inventor)
Conflict Management (Autodesk Inventor)
Conflict upon Attempt to Modify (Autodesk Inventor)
Conflict Involving a PDM Event (Autodesk Inventor)
Managing Cache (Autodesk Inventor)
Participant Management (Autodesk Inventor)
Windchill Workgroup Manager Preferences (Autodesk Inventor)
Frequently Used Autodesk Inventor Preferences (Autodesk Inventor)
Frequently Used Preferences in the wgmclient.ini File (Autodesk Inventor)
Load Drawing References When Drawing is Opened in Autodesk Inventor
Show Derived Reference as a Structured Child (Autodesk Inventor)
AutoCAD
AutoCAD Electrical (AutoCAD)
Windchill Preferences (AutoCAD)
AutoCAD Electrical Support in Windchill
PDM Actions (AutoCAD)
New CAD Document (AutoCAD)
Open (AutoCAD)
Open from Windchill (AutoCAD)
Save (AutoCAD)
Save As (AutoCAD)
Save to Workspace (AutoCAD)
Export (AutoCAD)
Open in (AutoCAD)
Check In (AutoCAD)
Check Out (AutoCAD)
Revise and Check Out (AutoCAD)
Import to Workspace (AutoCAD)
Exporting from the Workspace (AutoCAD)
Undo Check Out (AutoCAD)
Update (AutoCAD)
Synchronize (AutoCAD)
Revision (AutoCAD)
Rename (AutoCAD)
Upload (AutoCAD)
Locking and Unlocking Objects in the Workspace (AutoCAD)
Locking Objects (AutoCAD)
Behavior of Files locked in the Workspace and Opened in a CAD Session (AutoCAD)
Advanced Techniques (AutoCAD)
External References (AutoCAD)
Overview of External References (AutoCAD)
External References Images and PDF files (AutoCAD)
Conflict Management (AutoCAD)
Conflict upon Attempt to Modify (AutoCAD)
Conflict Involving a PDM Event (AutoCAD)
Managing Anonymous Blocks (AutoCAD)
Managing Cache (AutoCAD)
AutoCAD Blocks (AutoCAD)
Administration and Configuration (AutoCAD)
CAD Worker Setup (AutoCAD)
Configuring Business Practices (AutoCAD)
Configuring Naming and Numbering (AutoCAD)
Auto-numbering of File Names (AutoCAD)
Policy-Managed Naming and Numbering (AutoCAD)
Identifying the Current Naming and Numbering Policy (AutoCAD)
Windchill Preferences for Naming and Numbering (AutoCAD)
Customizing the Naming Service (AutoCAD)
Configuring Collection (AutoCAD)
Enabling As Stored Configurations (AutoCAD)
Configuring Auto Associate (AutoCAD)
Configuring Revision (AutoCAD)
Configuring the Ability to Set a Revision Level (AutoCAD)
Configuring the Revision of Associated Items (AutoCAD)
Rules for New Versions (AutoCAD)
Synchronizing Revision Levels during Auto Associate (AutoCAD)
Configuring Attributes (AutoCAD)
Attribute and Parameter Types (AutoCAD)
Windchill Default System Attributes (AutoCAD)
Custom Parameters (AutoCAD)
Configuring Attributes and Parameters (AutoCAD)
Adding Authoring Application Parameters (AutoCAD)
Standard Authoring Application System Parameters (AutoCAD)
Customizing Existing Windchill Attributes (AutoCAD)
Editing the Delegate (AutoCAD)
Mapping User-defined Authoring Application Parameters (AutoCAD)
Mapping Attributes and Parameters (AutoCAD)
Implicit Parameter-to-Attribute Mapping (AutoCAD)
Explicit Property-to-Attribute Mapping (AutoCAD)
Resolving Parameter/Attribute Type Conflicts (AutoCAD)
AutoCAD Standard Drawing Definition
Modifying the Properties Page (AutoCAD)
Modifying the HTML Client Item Selection Page (AutoCAD)
Replacing WTPart (AutoCAD)
Supporting WTPart and Custom Part (AutoCAD)
Enabling the Recording and Display of Rename and Location History (AutoCAD)
Generation of Viewables (AutoCAD)
Setting and Collecting Windchill Workgroup Manager Log Files (AutoCAD)
Managing Attachments for AutoCAD
Specifying Whether to Outdate Secondary Content (AutoCAD)
Setting the Automatically Download Secondary Content Preference (AutoCAD)
Displaying or Hiding Virtual Workspaces in the Server Management Utility (AutoCAD)
Cleanup of Event Management (AutoCAD)
Configuring the Workspace User Interface (AutoCAD)
Administering Table Views (AutoCAD)
Configuring Automatic Scrolling in the Workspace (AutoCAD)
Performance Considerations (AutoCAD)
Setting the Method Server HEAP Size (AutoCAD)
Data Compression (AutoCAD)
Maximizing the Oracle Server/Windchill Server Connection (AutoCAD)
Enabling Debug Logging in Windchill Workgroup Manager Client (AutoCAD)
System Configuration Recommendations (AutoCAD)
Running Multiple Servers (AutoCAD)
Using External File Vaulting (AutoCAD)
Using Content Replication (AutoCAD)
Frequently Used Windchill Workgroup Manager Preferences with AutoCAD
Frequently Used Preferences in Preference Management (AutoCAD)
Operation Category (AutoCAD)
Workgroup Manager Client Category (AutoCAD)
Workspace Category (AutoCAD)
Revise Preferences (AutoCAD)
Frequently Used Preferences in the wwgmclient.ini File (AutoCAD)
CADDS 5
PDM Actions (CADDS 5)
Working with PDM Actions (CADDS 5)
Activate (CADDS 5)
File (CADDS 5)
Copy to Workspace (CADDS 5)
Locking and Unlocking Objects in the Workspace (CADDS 5)
Open from Windchill (CADDS 5)
Open In CADDS 5
Check Out (CADDS 5)
Undo Check Out (CADDS 5)
Revise and Check Out (CADDS 5)
Check In (CADDS 5)
Managing Form Parts In Windchill (CADDS 5)
Revise (CADDS 5)
Update (CADDS 5)
Upload (CADDS 5)
Synchronize (CADDS 5)
Advanced Techniques (CADDS 5)
Conflict Management (CADDS 5)
Conflict Upon Attempt to Modify (CADDS 5)
Conflicts Involving a PDM Event (CADDS 5)
Managing Cache (CADDS 5)
Synchronizing Attributes (CADDS 5)
Creating CAD Structure (CADDS 5)
Working with Read Only Areas (CADDS 5)
Working with Drawings (CADDS 5)
Working Offline (CADDS 5)
Managing Business Objects (CADDS 5)
Business Object Generation (CADDS 5)
Business Object Visualization (CADDS 5)
Creating Model Items and WTParts for Business Objects (CADDS 5)
Using Library Model Items (CADDS 5)
Subtyping CAD Documents (CADDS 5)
Usage Examples (CADDS 5)
Administration and Configuration (CADDS 5)
CAD Worker Setup (CADDS 5)
Configuring Business Practices (CADDS 5)
Configuring Naming and Numbering (CADDS 5)
Policy-Managed Naming and Numbering (CADDS 5)
Identifying the Current Naming and Numbering Policy (CADDS 5)
Windchill Preferences for Naming and Numbering (CADDS 5)
Customizing the Naming Service (CADDS 5)
Configuring Collection (CADDS 5)
Enabling As Stored Configurations (CADDS 5)
Configuring Revision (CADDS 5)
Configuring the Ability to Set a Revision Level (CADDS 5)
Modifying the HTML Client Item Selection Page (CADDS 5)
Replacing WTPart (CADDS 5)
Supporting WTPart and Custom Part (CADDS 5)
Setting and Collecting Windchill Workgroup Manager Log Files (CADDS 5)
Debug Logging in Windchill Workgroup Manager Client (CADDS 5)
Displaying or Hiding Virtual Workspaces in the Server Management Utility (CADDS 5)
Windchill Workgroup Manager Preferences (CADDS 5)
Frequently Used Preferences in Preference Management (CADDS 5)
Operation Category (CADDS 5)
Workgroup Manager Client Category Preferences (CADDS 5)
Workspace Category (CADDS 5)
Revise Preferences (CADDS 5)
Frequently Used CADDS 5 Preferences in the wgmclient.ini File
CATIA V5
User
PDM Actions for CATIA V5
PDM Action Availability (CATIA V5)
PTC Windchill Toolbar (CATIA V5)
Windchill Status Icons (CATIA V5)
New CAD Document (CATIA V5)
Open (CATIA V5)
View Information
Open from Windchill (CATIA V5)
Insert Component from Windchill (CATIA V5)
Insert New CAD Document (CATIA V5)
Replace Component from Windchill (CATIA V5)
Save (CATIA V5)
Save As (CATIA V5)
Save to Workspace (CATIA V5)
Revise and Check Out (CATIA V5)
Open in CATIA V5
Check In (CATIA V5)
Check Out (CATIA V5)
Undo Checkout (CATIA V5)
Update (CATIA V5)
Synchronize (CATIA V5)
Revision (CATIA V5)
Rename (CATIA V5)
Import to Workspace (CATIA V5)
Locking and Unlocking Objects in the Workspace (CATIA V5)
Upload (CATIA V5)
Upload and Check In Documents Outside of Windchill (CATIA V5)
Export List to File (CATIA V5)
Managing Incomplete Dependent Objects (CATIA V5)
Resolving Incomplete Dependents (CATIA V5)
Conflict Management (CATIA V5)
Conflict upon Attempt to Modify (CATIA V5)
Conflict Involving a PDM Event (CATIA V5)
Advanced Techniques for CATIA V5
Working with Reference Links (CATIA V5)
Generating Client Viewable (CATIA V5)
Disabling Auto Update During Publishing (CATIA V5)
CGR File Management for Large Assemblies (CATIA V5)
CATIA V5 CGR Configuration
Windchill Workgroup Manager CGR Management (CATIA V5)
CGR and XML File Generation (CATIA V5)
Server-side Generation of CGR Files for CATPart Documents (CATIA V5)
Part CGR Files (CATIA V5)
Using Part CGR Files (CATIA V5)
Assemblies Containing Part CGR Files (CATIA V5)
Part CGR Files in Windchill (CATIA V5)
Assembly-level CGRs (CATIA V5)
Creating an Assembly-level CGR (CATIA V5)
Converting CATProducts to Assembly-level CGRs (CATIA V5)
Opening an Assembly-Level CGR (CATIA V5)
Switching the Display of Assemblies from using Assembly-Level CGRs to Structure mode (CATIA V5)
Assembly-level CGR Mode Functions (CATIA V5)
Assembly-level CGR Client and Stand-alone Browser Functions (CATIA V5)
Assembly-level CGR Best Practices (CATIA V5)
Improving Download Performance of Large Assemblies from the Commonspace (CATIA V5)
Managing Cache (CATIA V5)
CGR Cache Management (CATIA V5)
Working with Design Contexts (CATIA V5)
Design Contexts Work Flows in Windchill (CATIA V5)
Creating a New Design Context from a CAD Structure (CATIA V5)
Editing a Design Context Definition (CATIA V5)
Setting a Box Spatial Rule (CATIA V5)
Setting a Sphere Spatial Rule (CATIA V5)
Setting a Proximity Rule (CATIA V5)
Updating a Spatial Rule (CATIA V5)
Managing Attribute Rules (CATIA V5)
Working with Design Contexts inside CATIA V5
Managing All-In-One CATPart (CATIA V5)
Runtime CATIA Environment Check (CATIA V5)
Read-only Areas (CATIA V5)
Working with Design Tables and Catalogs (CATIA V5)
Managing CATIA V5 Design Tables
Specifying Names for Instances in a CATIA V5 Design Table
Modifying Instance Files Independently (CATIA V5)
Viewing Information on the Design Table in Windchill (CATIA V5)
Do Not Manage As Family Tables (CATIA V5)
Making Family Instances Standalone (CATIA V5)
Rules for Using Save to Workspace (CATIA V5)
Rules for Uploading and Checking In Design Table Objects (CATIA V5)
Rules for Adding CATIA V5 Models with an Associated Design Table to a Workspace
Rules for Opening CATIA V5 Models with an Associated Design Table from the Workspace or from CATIA V5
Rules for Using Check Out (CATIA V5)
Rules for Using Undo Checkout (CATIA V5)
Rules for Using Revise (CATIA V5)
Rules for Removing from Workspace (CATIA V5)
Rules for Editing Attributes (CATIA V5)
Modifying Family Table Attributes in Windchill (CATIA V5)
Managing CATIA V5 Catalogs
Working with Fixed Member Links (CATIA V5)
Managing CATIA V5 Environments in Windchill
Configuring Windchill Workgroup Manager to Support Multiple Environments (CATIA V5)
Configuring myV5 for Use with Windchill Environment Management (CATIA V5)
Configuring FlexPlus for Use with Windchill Environment Management (CATIA V5)
Using Environment Management (CATIA V5)
CATProcess Document Support (CATIA V5)
CATAnalysis Document Support (CATIA V5)
CATMaterial File Support (CATIA V5)
Working With CATIA V4 Data
Working With Templates (CATIA V5)
Comparing Model Iterations in CATIA V5
Configuring Collection (CATIA V5)
Enabling As Stored Configurations (CATIA V5)
Configuring Auto Associate (CATIA V5)
Managing Drawings (CATIA V5)
Collection and Configuration (CATIA V5)
Revise (CATIA V5)
Copy (CATIA V5)
Check In (CATIA V5)
Auto Association (CATIA V5)
Drawing Reference Link (CATIA V5)
Relating Drawings to Models and Parts (CATIA V5)
Viewing Relationships (CATIA V5)
Managing Attachments (CATIA V5)
Specifying Whether or Not to Outdate Secondary Content (CATIA V5)
Setting the Automatically Download Secondary Content Preference (CATIA V5)
Cleanup of the Event Management Utility (CATIA V5)
Customizing Windchill Table Views (CATIA V5)
Configuring the Workspace User Interface (CATIA V5)
Configuring the Location of Table Scrollbars (CATIA V5)
Configuring the Number of Workspace Rows (CATIA V5)
Configuring Automatic Scrolling of the Workspace Page (CATIA V5)
Administrator
Administration and Configuration for CATIA V5
Configuring the CATIA V5 Workgroup Manager Environment
CAD Worker Setup (CATIA V5)
Using a File Synchronization-capable Worker with Windchill Workgroup Manager (CATIA V5)
Suppressing Messages During CATIA V5 Publishing
Configuring the Theorem Worker (CATIA V5)
Downloading and Installing Theorem Worker (CATIA V5)
Configuring the Theorem Worker License (CATIA V5)
Configuring the Windchill Server-side CAD Agent for Theorem Worker (CATIA V5)
Configuring the Client-side CAD Agent for Theorem Worker (CATIA V5)
Configuring Theorem Worker — Run as a Service (Optional) (CATIA V5)
Configuring Theorem Worker — File Synchronization (Optional) (CATIA V5)
Configuring the CATIA V5 Object Adapter
Excluding Certain CATIA V5 File Types from Visualization Publishing
Running a CATIA V5 File Sync Worker in a Shared License Environment
Configuring Business Practices (CATIA V5)
Introduction to CAD Documents and Windchill Parts (CATIA V5)
Behavior of Creo Authored CAD Documents (CATIA V5)
Configuring Naming and Numbering (CATIA V5)
Auto-numbering of Part Numbers and File Names (CATIA V5)
Policy-managed Naming and Numbering (CATIA V5)
Identifying the Current Naming and Numbering Policy (CATIA V5)
Windchill Preferences for Naming and Numbering (CATIA V5)
Customizing the Naming Service (CATIA V5)
Configuring Revision (CATIA V5)
Configuring the Ability to Set a Revision Level (CATIA V5)
Configuring the Revision of Associated Objects (CATIA V5)
Rules for New Versions (CATIA V5)
Synchronizing Revision Levels During Auto Associate (CATIA V5)
Configuring Attributes and Parameters (CATIA V5)
Attribute and Parameter Introduction (CATIA V5)
Attribute and Parameter Types (CATIA V5)
Windchill Default System Attributes (CATIA V5)
Custom Parameters (CATIA V5)
Configuring Attributes and Parameters (CATIA V5)
Adding New Authoring Application Parameters (CATIA V5)
Standard Authoring Application System Parameters (CATIA V5)
Customizing Existing Windchill Attributes (CATIA V5)
Editing the Delegate (CATIA V5)
Mapping User-defined Authoring Application Parameters (CATIA V5)
Mapping Attributes and Parameters (CATIA V5)
Soft Typing CAD Documents (CATIA V5)
Implicit Parameter-to-Attribute Mapping (CATIA V5)
Explicit Property-to-Attribute Mapping (CATIA V5)
Mapping Properties and Parameters with Units (CATIA V5)
Exposing CATIA V5 Properties to Windchill
Exposing Extensive Design Information (CATIA V5)
Setting Mass Properties to Read-Only in Windchill to Prevent Incorrect Information (CATIA V5)
Modifying the Properties Page (CATIA V5)
Modifying the HTML Client Item Selection Page (CATIA V5)
Replacing WTPart (CATIA V5)
Supporting WTPart and Custom Part (CATIA V5)
Enabling the Recording and Display of Rename and Location History (CATIA V5)
Generation of Viewables (CATIA V5)
Displaying or Hiding Virtual Workspaces in the Server Management Utility (CATIA V5)
Performance Considerations (CATIA V5)
Setting the Number of Concurrent Upload and Download Threads (CATIA V5)
Setting the Method Server HEAP Size (CATIA V5)
Data Compression (CATIA V5)
Maximizing the Oracle Server/Windchill Server Connection (CATIA V5)
Delaying Metadata Updates of Attributes (CATIA V5)
Preventing Automatic Synchronization of System Parameter Changes (CATIA V5)
Client and Server Logging Overview (CATIA V5)
Collecting Logs (CATIA V5)
System Configuration Recommendations (CATIA V5)
Running Multiple Servers (CATIA V5)
Using External File Vaulting (CATIA V5)
Using Content Replication (CATIA V5)
Preferences for CATIA V5
Frequently Used Preferences in the Windchill Preference Management Utility (CATIA V5)
Frequently Used Preferences in the wgmclient.ini File (CATIA V5)
CATIA 3DEXPERIENCE
User
CATIA 3DEXPERIENCE Integration Overview
Introducing Windchill Workgroup Manager for CATIA 3DEXPERIENCE
Understanding the Integration Architecture (CATIA 3DEXPERIENCE)
PDM Actions for CATIA 3DEXPERIENCE
PDM Action Availability (CATIA 3DEXPERIENCE)
Windchill Action Bar (CATIA 3DEXPERIENCE)
Open from Windchill (CATIA 3DEXPERIENCE)
Save to Workspace (CATIA 3DEXPERIENCE)
Check In (CATIA 3DEXPERIENCE)
Check Out (CATIA 3DEXPERIENCE)
Undo Checkout (CATIA 3DEXPERIENCE)
Update (CATIA 3DEXPERIENCE)
Conflict Management (CATIA 3DEXPERIENCE)
Conflict upon Attempt to Modify (CATIA 3DEXPERIENCE)
Conflict Involving a PDM Event (CATIA 3DEXPERIENCE)
Advanced Techniques for CATIA 3DEXPERIENCE
Working with Reference Links (CATIA 3DEXPERIENCE)
Design in CATIA 3DEXPERIENCE using CATIA V5 Data Managed in Windchill
Customizing Windchill Table Views (CATIA 3DEXPERIENCE)
Configuring the Workspace User Interface (CATIA 3DEXPERIENCE)
Configuring the Location of Table Scroll Bars (CATIA 3DEXPERIENCE)
Configuring the Number of Workspace Table Rows (CATIA 3DEXPERIENCE)
Configuring Automatic Scrolling of the Workspace Page (CATIA 3DEXPERIENCE)
Administrator
Administration and Configuration for CATIA 3DEXPERIENCE
Windchill Workgroup Manager Installation Overview (CATIA 3DEXPERIENCE)
Theorem Worker Setup (CATIA 3DEXPERIENCE)
Installing and Configuring Theorem Worker (CATIA 3DEXPERIENCE)
Downloading and Installing Theorem Worker (CATIA 3DEXPERIENCE)
Configuring the Theorem Worker License (CATIA 3DEXPERIENCE)
Configuring the Windchill Server-side Worker Agent for Theorem Worker (CATIA 3DEXPERIENCE)
Configuring the Client-side Worker Agent for Theorem Worker (CATIA 3DEXPERIENCE)
Configuring Theorem Worker to Run as a Service (CATIA 3DEXPERIENCE)
Configuring File Synchronization for Theorem Worker (CATIA 3DEXPERIENCE)
Configuring the CATIA 3DEXPERIENCE Object Adapter
Modifying Enovia 3DEXPERIENCE Properties
ENOVIA 3DEXPERIENCE Cache Cleaning Tool
Suppressing Messages During CATIA 3DEXPERIENCE Publishing
Configuring Business Practices (CATIA 3DEXPERIENCE)
Introduction to CAD Documents and Windchill Parts (CATIA 3DEXPERIENCE)
Configuring Naming and Numbering (CATIA 3DEXPERIENCE)
Auto-numbering of Part Numbers and File Names (CATIA 3DEXPERIENCE)
Policy-managed Naming and Numbering (CATIA 3DEXPERIENCE)
Identifying the Current Naming and Numbering Policy (CATIA 3DEXPERIENCE)
Windchill Preferences for Naming and Numbering (CATIA 3DEXPERIENCE)
Customizing the Naming Service (CATIA 3DEXPERIENCE)
Configuring Collection (CATIA 3DEXPERIENCE)
Enabling As Stored Configurations (CATIA 3DEXPERIENCE)
Configuring Attributes and Parameters (CATIA 3DEXPERIENCE)
Attribute and Parameter Overview (CATIA 3DEXPERIENCE)
Windchill System Attributes (CATIA 3DEXPERIENCE)
Standard Authoring Application System Parameters (CATIA 3DEXPERIENCE)
Custom Authoring Application Parameters (CATIA 3DEXPERIENCE)
Mapping Windchill Attributes to Authoring Application Parameters (CATIA 3DEXPERIENCE)
Mapping Properties and Parameters with Units (CATIA 3DEXPERIENCE)
Setting Mass Properties to Read-Only in Windchill (CATIA 3DEXPERIENCE)
Modifying the Properties Page (CATIA 3DEXPERIENCE)
Modifying the HTML Client Item Selection Page (CATIA 3DEXPERIENCE)
Enabling the Recording and Display of Rename and Location History (CATIA 3DEXPERIENCE)
Managing Secondary Content (CATIA 3DEXPERIENCE)
Specifying Whether or Not to Outdate Secondary Content (CATIA 3DEXPERIENCE)
Cleanup of the Event Management Utility (CATIA 3DEXPERIENCE)
Client and Server Logging (CATIA 3DEXPERIENCE)
Preferences for CATIA 3DEXPERIENCE
Preferences Managed in the Windchill Preference Management Utility (CATIA 3DEXPERIENCE)
Preferences Managed in the wgmclient.ini File (CATIA 3DEXPERIENCE)
Creo Elements/Direct Drafting
PDM Actions in Creo Elements/Direct Drafting
Activating Windchill Workgroup Manager from Creo Elements/Direct Drafting
Open from Windchill (Creo Elements/Direct Drafting)
Save to Windchill Workspace (Creo Elements/Direct Drafting)
Check Out (Creo Elements/Direct Drafting)
Revise and Check Out (Creo Elements/Direct Drafting)
Undo Check Out (Creo Elements/Direct Drafting)
Custom Check In (Creo Elements/Direct Drafting)
Auto Check In (Creo Elements/Direct Drafting)
Load File from Windchill (Creo Elements/Direct Drafting)
Load Frame from Windchill (Creo Elements/Direct Drafting)
Save Frame to Windchill (Creo Elements/Direct Drafting)
Working with Text References (Creo Elements/Direct Drafting)
Update (Creo Elements/Direct Drafting)
Synchronize (Creo Elements/Direct Drafting)
Import to Workspace (Creo Elements/Direct Drafting)
Export from Workspace (Creo Elements/Direct Drafting)
Open Creo Elements/Direct Drawings in Windchill with Drafting Workgroup Manager
Viewing Drawing Information (Creo Elements/Direct Drafting)
Accessing the Event Management Utility (Creo Elements/Direct Drafting)
Accessing Windchill Workgroup Manager from Your Authoring Application (Creo Elements/Direct Drafting)
Advanced Techniques (Creo Elements/Direct Drafting)
External References (Creo Elements/Direct Drafting)
Overview of External References (Creo Elements/Direct Drafting)
Standardized CAD Application Relationships (Creo Elements/Direct Drafting)
Conflict Management (Creo Elements/Direct Drafting)
Conflict upon Attempt to Modify (Creo Elements/Direct Drafting)
Conflict Involving a PDM Event (Creo Elements/Direct Drafting)
Managing Cache (Creo Elements/Direct Drafting)
Support for the Real Number with Unit Attribute Type in Windchill Workgroup Manager for Creo Elements/Direct Drafting
Publishing Creo Elements/Direct Drafting Drawings to PVZ Format Using Creo View Adapter and CAD Workers
Configuring the Creo Elements/Direct Drafting Worker
Administration and Configuration (Creo Elements/Direct Drafting)
Configuring Business Practices (Creo Elements/Direct Drafting)
Configuring Naming and Numbering (Creo Elements/Direct Drafting)
Policy-Managed Naming and Numbering (Creo Elements/Direct Drafting)
Identifying the Current Naming and Numbering Policy (Creo Elements/Direct Drafting)
Windchill Preferences for Naming and Numbering (Creo Elements/Direct Drafting)
Customizing the Naming Service (Creo Elements/Direct Drafting)
Configuring Collection (Creo Elements/Direct Drafting)
Model Manager to Windchill Text Reference Mapping for Creo Elements/Direct Drafting (Creo Elements/Direct Drafting)
Enabling As Stored Configurations (Creo Elements/Direct Drafting)
Configuring Auto Associate (Creo Elements/Direct Drafting)
Configuring Revision (Creo Elements/Direct Drafting)
Configuring the Ability to Set a Revision Level (Creo Elements/Direct Drafting)
Configuring the Revision of Associated Objects (Creo Elements/Direct Drafting)
Rules for New Versions (Creo Elements/Direct Drafting)
Configuring Attributes (Creo Elements/Direct Drafting)
Attribute and Parameter Types (Creo Elements/Direct Drafting)
Windchill Default System Attributes (Creo Elements/Direct Drafting)
Custom Parameters (Creo Elements/Direct Drafting)
Configuring Attributes and Parameters (Creo Elements/Direct Drafting)
Standard Authoring Application System Parameters (Creo Elements/Direct Drafting)
Customizing Existing Windchill Attributes (Creo Elements/Direct Drafting)
Editing the Delegate (Creo Elements/Direct Drafting)
Mapping User-defined Authoring Application Parameters (Creo Elements/Direct Drafting)
Mapping Attributes and Parameters (Creo Elements/Direct Drafting)
Implicit Parameter-to-Attribute Mapping (Creo Elements/Direct Drafting)
Explicit Parameter-to-Attribute Mapping (Creo Elements/Direct Drafting)
Modifying the Information Page (Creo Elements/Direct Drafting)
Modifying the HTML Client Item Selection Page (Creo Elements/Direct Drafting)
Replacing WTPart (Creo Elements/Direct Drafting)
Supporting WTPart and Custom Part (Creo Elements/Direct Drafting)
Enabling the Recording and Display of Rename and Location History (Creo Elements/Direct Drafting)
Generation of Viewables (Creo Elements/Direct Drafting)
Using a File Synchronization-Capable Worker with Windchill Workgroup Manager (Creo Elements/Direct Drafting)
Setting and Collecting Windchill Workgroup Manager Log Files (Creo Elements/Direct Drafting)
Managing Attachments (Creo Elements/Direct Drafting)
Specifying Whether to Outdate Secondary Content (Creo Elements/Direct Drafting)
Setting the Preference to Automatically Download Secondary Content (Creo Elements/Direct Drafting)
Cleanup of the Event Management Utility (Creo Elements/Direct Drafting)
Displaying or Hiding Virtual Workspaces in the Server Management Utility (Creo Elements/Direct Drafting)
Configuring the Workspace User Interface (Creo Elements/Direct Drafting)
Administering Table Views (Creo Elements/Direct Drafting)
Configuring the Display of Number of Workspace Rows (Creo Elements/Direct Drafting)
Configuring Automatic Scrolling in the Workspace (Creo Elements/Direct Drafting)
Configuring the Drawing Output Format for Server-side Viewables (Creo Elements/Direct Drafting)
Performance Considerations (Creo Elements/Direct Drafting)
Setting the Method Server HEAP Size (Creo Elements/Direct Drafting)
Data Compression (Creo Elements/Direct Drafting)
Maximizing the Oracle Server/Windchill Server Connection (Creo Elements/Direct Drafting)
Creo Elements/Direct Drafting RAM Recommendation
Setting the Send Buffer (Creo Elements/Direct Drafting)
Managing Pop-up Messages (Creo Elements/Direct Drafting)
Enabling Debug Logging in Windchill Workgroup Manager Client (Creo Elements/Direct Drafting)
Other Performance Improvements (Creo Elements/Direct Drafting)
System Configuration Recommendations (Creo Elements/Direct Drafting)
Running Multiple Servers (Creo Elements/Direct Drafting)
Using External File Vaulting (Creo Elements/Direct Drafting)
Using Content Replication (Creo Elements/Direct Drafting)
Windchill Workgroup Manager Preferences (Creo Elements/Direct Drafting)
Frequently Used Preferences in the Preference Management Utility (Creo Elements/Direct Drafting)
Operation Category (Creo Elements/Direct Drafting)
Workgroup Manager Client Category (Creo Elements/Direct Drafting)
Workspace Category (Creo Elements/Direct Drafting)
Revise Preferences (Creo Elements/Direct Drafting)
Frequently Used Preferences in the wgmclient.ini File (Creo Elements/Direct Drafting)
Creo Elements/Direct Modeling
PDM Actions in Creo Elements/Direct Modeling
Working with PDM Actions (Creo Elements/Direct Modeling)
Open from Windchill (Creo Elements/Direct Modeling)
Check Out (Creo Elements/Direct Modeling)
Undo Check Out (Creo Elements/Direct Modeling)
Revise and Check Out (Creo Elements/Direct Modeling)
Auto Check In (Creo Elements/Direct Modeling)
Custom Check In (Creo Elements/Direct Modeling)
Save to Workspace (Creo Elements/Direct Modeling)
Model Identifiers and Save Conflicts (Creo Elements/Direct Modeling)
Import to Workspace (Creo Elements/Direct Modeling)
Export from Workspace (Creo Elements/Direct Modeling)
Locking and Unlocking Objects in the Workspace (Creo Elements/Direct Modeling)
Locking and Unlocking Objects in Creo Elements/Direct Modeling (Creo Elements/Direct Modeling)
Use Windchill the WTPart Product Structure for BOM Tables and Position Flags on Annotation Drawings (Creo Elements/Direct Modeling)
Customizing Windchill BOM Attributes for Text Reference Assignment (Creo Elements/Direct Modeling)
Compare a local model in the Creo Elements/Direct Modeling session with a different version in Windchill
Improved Top Level Instance Visualization in Creo Elements/Direct Modeling
Open Creo Elements/Direct Drawings in Windchill with Modeling Workgroup Manager
Workgroup Manager Notifications for Objects with Out-of-date Information with Respect to the Server (Commonspace)
Change Load Type (Creo Elements/Direct Modeling)
Synchronize (Creo Elements/Direct Modeling)
Update (Creo Elements/Direct Modeling)
Update All (Creo Elements/Direct Modeling)
Set Featured Object Status in Windchill Workgroup Manager for Creo Elements/Direct Modeling
Unset Featured Object Status in Windchill Workgroup Manager for Creo Elements/Direct Modeling
Rename (Creo Elements/Direct Modeling)
Revert (Creo Elements/Direct Modeling)
Assign New SysID (Creo Elements/Direct Modeling)
Advanced Techniques (Creo Elements/Direct Modeling)
Client-side Viewables Overview (Creo Elements/Direct Modeling)
Generating Client-side Viewables (Creo Elements/Direct Modeling)
Customizing Creo Elements/Direct Modeling Client-side Viewable Settings
Publishing Creo Elements/Direct Modeling Parts or Assemblies to PVZ Format Using Creo View Adapter and CAD Workers
Configuring the Creo Elements/Direct Modeling Worker
Viewing and Editing Windchill Attributes in Creo Elements/Direct Modeling
Managing Stock-Finish Parts in Windchill (Creo Elements/Direct Modeling)
Load Behavior Options for Containers (Creo Elements/Direct Modeling)
Loading Recursive Data in Creo Elements/Direct Modeling
Support for the Real Number with Unit Attribute Type in Windchill Workgroup Manager for Creo Elements/Direct Modeling
Registering and Accessing Drawing Frames in Windchill (Creo Elements/Direct Modeling)
Conflict Management (Creo Elements/Direct Modeling)
Conflict upon Attempt to Modify (Creo Elements/Direct Modeling)
Conflict Involving a PDM Event (Creo Elements/Direct Modeling)
Managing Cache (Creo Elements/Direct Modeling)
Managing Top-Level Instances
Administration and Configuration (Creo Elements/Direct Modeling)
Configuring Business Practices (Creo Elements/Direct Modeling)
Naming and Numbering of Creo Elements/Direct Modeling Objects
Delaying Windchill Auto-numbering for Creo Elements/Direct Modeling Objects
Windchill Preferences for Naming and Numbering (Creo Elements/Direct Modeling)
Model Manager to Windchill Text Reference Mapping for Creo Elements/Direct Modeling Annotation
Configuring Collection (Creo Elements/Direct Modeling)
Enabling As Stored Configurations (Creo Elements/Direct Modeling)
Configuring Auto Associate (Creo Elements/Direct Modeling)
Configuring Libraries (Creo Elements/Direct Modeling)
Saving Standard Annotation Drawing Frames to Windchill Libraries (Creo Elements/Direct Modeling)
Configuring Revision (Creo Elements/Direct Modeling)
Configuring the Ability to Set a Revision Level (Creo Elements/Direct Modeling)
Configuring the Revision of Associated Items (Creo Elements/Direct Modeling)
Rules for New Versions (Creo Elements/Direct Modeling)
Synchronizing Revision Levels During Auto Associate (Creo Elements/Direct Modeling)
Windchill Default System Attributes (Creo Elements/Direct Modeling)
Behaviour of Creo Authored CAD Documents (Creo Elements/Direct Modeling)
Modifying the Properties Page (Creo Elements/Direct Modeling)
Modifying the HTML Client Item Selection Page (Creo Elements/Direct Modeling)
Replacing WTPart (Creo Elements/Direct Modeling)
Supporting WTPart and Custom Part (Creo Elements/Direct Modeling)
Managing Secondary Content (Creo Elements/Direct Modeling)
Specifying Whether or Not to Outdate Secondary Content (Creo Elements/Direct Modeling)
Setting the Automatically Download Secondary Content Preference (Creo Elements/Direct Modeling)
Clean-up of the Event Management Utility (Creo Elements/Direct Modeling)
Displaying or Hiding Virtual Workspaces in the Server Management Utility (Creo Elements/Direct Modeling)
Configuring the Workspace User Interface (Creo Elements/Direct Modeling)
Administering Table Views (Creo Elements/Direct Modeling)
Configuring the Display of Workspace Rows (Creo Elements/Direct Modeling)
Configuring Automatic Scrolling in the Workspace (Creo Elements/Direct Modeling)
Configuring the Drawing Output Format for Creo Elements/Direct Modeling Server-side Viewables
Performance Considerations (Creo Elements/Direct Modeling)
Setting the Method Server HEAP Size (Creo Elements/Direct Modeling)
Data Compression (Creo Elements/Direct Modeling)
Maximizing the Oracle Server/Windchill Server Connection (Creo Elements/Direct Modeling)
Managing Pop-up Messages (Creo Elements/Direct Modeling)
System Configuration Recommendations (Creo Elements/Direct Modeling)
Running Multiple Servers (Creo Elements/Direct Modeling)
Using External File Vaulting (Creo Elements/Direct Modeling)
Using Content Replication (Creo Elements/Direct Modeling)
Customizing the Length of the ‘asStoredChildName’ Column (Creo Elements/Direct Modeling)
Setting and Collecting Windchill Workgroup Manager Log Files (Creo Elements/Direct Modeling)
Enabling Debug Logging in the Windchill Workgroup Manager Client (Creo Elements/Direct Modeling)
Using a File Synchronization-capable Worker with Windchill Workgroup Manager (Creo Elements/Direct Modeling)
Windchill Workgroup Manager Preferences (Creo Elements/Direct Modeling)
Frequently Used Preferences in the Preference Management Utility (Creo Elements/Direct Modeling)
Operation Category (Creo Elements/Direct Modeling)
Workgroup Manager Client Category (Creo Elements/Direct Modeling)
Workspace Category (Creo Elements/Direct Modeling)
Revise Preferences (Creo Elements/Direct Modeling)
Frequently Used Preferences in the wgmclient.ini File (Creo Elements/Direct Modeling)
PTC Mathcad
PDM Actions in PTC Mathcad
Open (PTC Mathcad)
Open in Mathcad
Open From Windchill (PTC Mathcad)
Save (PTC Mathcad)
Save As (PTC Mathcad)
Check In (PTC Mathcad)
Check Out (PTC Mathcad)
Undo Check Out (PTC Mathcad)
PDM Actions on the PTC Mathcad Tools Menu
Upload (PTC Mathcad)
Synchronize (PTC Mathcad)
Rename (PTC Mathcad)
Administration and Configuration (PTC Mathcad)
Worker Agent Setup (PTC Mathcad)
Configuring Business Practices (PTC Mathcad)
Configuring Naming and Numbering (PTC Mathcad)
Policy-Managed Naming and Numbering (PTC Mathcad)
Identifying the Current Naming and Numbering Policy (PTC Mathcad)
Windchill Preferences for Naming and Numbering (PTC Mathcad)
Customizing the Naming Service (PTC Mathcad)
Configuring Collection (PTC Mathcad)
Enabling As Stored Configurations (PTC Mathcad)
Configuring Revision (PTC Mathcad)
Configuring the Ability to Set a Revision Level (PTC Mathcad)
Configuring the Revision of Associated Items (PTC Mathcad)
Rules for New Versions (PTC Mathcad)
Modifying the HTML Client Item Selection Page (PTC Mathcad)
Replacing WTPart (PTC Mathcad)
Supporting WTPart and Custom Part (PTC Mathcad)
Enabling the Recording and Display of Rename and Location History (PTC Mathcad)
Generation of Viewables (PTC Mathcad)
Managing Attachments in PTC Mathcad
Specifying Whether to Outdate Secondary Content (PTC Mathcad)
Setting the Automatically Download Secondary Content Preference (PTC Mathcad)
Displaying or Hiding Virtual Workspaces in the Server Management Utility (PTC Mathcad)
Cleanup of the Event Management Utility (PTC Mathcad)
Configuring the Workspace User Interface (PTC Mathcad)
Administering Table Views (PTC Mathcad)
Configuring the Display of Number of Workspace Rows (PTC Mathcad)
Configuring Automatic Scrolling in the Workspace
Performance Considerations (PTC Mathcad)
Setting the Method Server HEAP Size (PTC Mathcad)
Data Compression (PTC Mathcad)
Maximizing the Oracle Server/Windchill Server Connection (PTC Mathcad)
Setting and Collecting Windchill Workgroup Manager Log Files (PTC Mathcad)
Enabling Debug Logging in Windchill Workgroup Manager Client (PTC Mathcad)
System Configuration Recommendations (PTC Mathcad)
Running Multiple Servers (PTC Mathcad)
Using External File Vaulting (PTC Mathcad)
Using Content Replication (PTC Mathcad)
Advanced Techniques (PTC Mathcad)
Conflict Management (PTC Mathcad)
Conflict upon Attempt to Modify (PTC Mathcad)
Conflicts Involving a PDM Event (PTC Mathcad)
Managing Cache (PTC Mathcad)
PTC Mathcad and Creo Parametric Interoperability in a Workspace
Windchill Workgroup Manager Preferences (PTC Mathcad)
Frequently Used Preferences in the Preference Management Utility (PTC Mathcad)
Frequently Used Preferences in the wgmclient.ini File (PTC Mathcad)
Using Windchill Workgroup Manager with PTC Mathcad Prime
Differences Between PTC Mathcad 15 and PTC Mathcad Prime
NX
PDM Actions in NX
Open (NX)
Open from Windchill (NX)
Save (NX)
Save As
Save to Workspace (NX)
New CAD Document (NX)
Open in NX
Check In (NX)
Check Out (NX)
Revise and Check Out (NX)
Import to Workspace (NX)
Export to Windchill (NX)
Export from Workspace (NX)
Locking and Unlocking Objects in the Workspace (NX)
Undo Check Out (NX)
Update for NX
Right-Click PDM Actions for Assembly Dependents Available in NX
Synchronize (NX)
Revision (NX)
Rename (NX)
Upload (NX)
Save Viewable with Models (NX)
Insert Components from Windchill (NX)
Administration and Configuration (NX)
CAD Worker Setup (NX)
Configuring Business Practices with NX
Configuring Naming and Numbering (NX)
Autonumbering of File Names (NX)
Policy-Managed Naming and Numbering (NX)
Identifying the Current Naming and Numbering Policy
Windchill Preferences for Naming and Numbering
Customizing the Naming Service (NX)
Configuring Collection with NX
Enabling As Stored Configurations (NX)
Configuring Auto Associate with NX
Configuring Revision with NX
Configuring the Ability to Set a Revision Level (NX)
Configuring the Revision of Associated Items (NX)
Rules for New Versions (NX)
Synchronizing Revision Levels during Auto Associate (NX)
Configuring Windchill Attributes with NX
Attribute and Parameter Types (NX)
Configuring Attributes and Parameters (NX)
Windchill Default System Attributes (NX)
Custom Parameters (NX)
Standard Authoring Application System Parameters (NX)
Customizing Existing Windchill Attributes (NX)
Editing the Delegate (NX)
Mapping User-defined Authoring Application Parameters (NX)
Mapping Attributes and Parameters (NX)
Implicit Parameter-to-Attribute Mapping (NX)
Explicit Property-to-Attribute Mapping (NX)
Mapping Properties and Parameters with Units (NX)
Map CAD Assembly Attributes to Usage Link Attributes (NX)
Resolving Parameter/Attribute Type Conflicts (NX)
Behaviour of Creo Authored CAD Documents (NX)
Modifying the HTML Client Item Selection Page (NX)
Replacing WTPart (NX)
Supporting WTPart and Custom Part (NX)
Enabling the Recording and Display of Rename and Location History (NX)
Generation of Viewables (NX)
Using a File Synchronization-Capable Worker with Windchill Workgroup Manager (NX)
Setting and Collecting Windchill Workgroup Manager Log Files
Managing Attachments in NX
Specifying Whether to Outdate Secondary Content (NX)
Setting the Automatically Download Secondary Content Preference (NX)
Displaying or Hiding Virtual Workspaces in the Server Management Utility (NX)
Cleanup of Event Management (NX)
Configuring the Workspace User Interface (NX)
Administering Table Views (NX)
Configuring the Display of Number of Workspace Rows (NX)
Configuring Automatic Scrolling in the Workspace (NX)
Performance Considerations (NX)
Setting the Method Server HEAP Size (NX)
Data Compression (NX)
Maximizing the Oracle Server/Windchill Server Connection (NX)
System Configuration Recommendations (NX)
Running Multiple Servers (NX)
Using External File Vaulting (NX)
Using Content Replication (NX)
Enabling Debug Logging in Windchill Workgroup Manager Client (NX)
Advanced Techniques (NX)
Best Practices: Working with NX CAD Data
Managing NX Part Families
Setting the Directory Path for Instances (NX)
Assumptions and Restrictions (NX)
Part Family Behavior During PDM Actions (NX)
Rules for Saving to Workspace (NX)
Rules for Using Save As (NX)
Rules for Using Upload and Check In (NX)
Rules for Adding Part Family Objects to a Workspace (NX)
Rules for Opening a Part Family (NX)
Rules for Checking Out an NX Part Family
Rules for Using Undo Checkout (NX)
Rules for Using Revise
Rules for Removing from Workspace (NX)
Rules for Using Rename (NX)
Rules for Saving to the Commonspace (NX)
Rules for Editing Attributes (NX)
NX Part Families Support in Different Versions of Windchill
Autonumbering of Family Table Instances (NX)
NX Reuse Library Integration with Windchill
External References (NX)
Overview of External References (NX)
Standardized CAD Application Relationships (NX)
Managing NX References
Assembly Membership (NX)
NX Assembly Support with Windchill 9.1 or Earlier
Required versus Optional Dependents (NX)
General Description of Member Functionality (NX)
Membership and Reports (NX)
Other Relationship Types (NX)
Bill-of-Materials View in a Model Structure Report (NX)
Specifying a BOM Member (NX)
Managing Incomplete Dependent Objects (Ghosts) (NX)
Identifying Incomplete Dependents (NX)
Resolving Incomplete Dependents (NX)
Resolving Incomplete Dependents Using the Replace Command (NX)
Resolving Incomplete Dependents during Check In or Upload Using Auto resolve (NX)
Managing Drawings (NX)
Collection and Configuration (NX)
Revise (NX)
Copy (NX)
Check In (NX)
Autoassociation (NX)
Drawing Reference Link (NX)
Relating Drawings to Models and Parts (NX)
Viewing Relationships (NX)
Defining NX Drawings (NX)
Drawing Attribute Method (NX)
Drawing Layer Method (NX)
NX File Name Method (NX)
Conflict Management (NX)
Conflict upon Attempt to Modify (NX)
Conflict Involving a PDM Event (NX)
Creating a Default NX Template using Windchill File System
Support for Unmanaged Read-Only Areas in NX
Managing Cache (NX)
Windchill Workgroup Manager Preferences (NX)
Frequently Used Preferences in the Preference Management Utility (NX)
Frequently Used Preferences in the wgmclient.ini File (NX)
SolidWorks
PDM Actions for SOLIDWORKS
Open (SOLIDWORKS)
Open from Windchill (SOLIDWORKS)
Save and Save As (SOLIDWORKS)
Save to Workspace (SOLIDWORKS)
New CAD Document (SOLIDWORKS)
Open in SolidWorks
Check In (SOLIDWORKS)
Check In Assembly as Part (SOLIDWORKS)
Check Out (SOLIDWORKS)
Revise and Check Out (SOLIDWORKS)
Undo Check Out (SOLIDWORKS)
Import to Workspace (SOLIDWORKS)
Export from Workspace (SOLIDWORKS)
Locking and Unlocking Objects in the Workspace (SOLIDWORKS)
Update for SolidWorks
PTC Windchill Status (SOLIDWORKS)
Right-Click PDM Actions for Assembly Dependents Available in Solidworks
Synchronize (SOLIDWORKS)
Revision (SOLIDWORKS)
Rename (SOLIDWORKS)
Upload (SOLIDWORKS)
Save Modified Instances (SOLIDWORKS)
Save Viewable with Models (SOLIDWORKS)
Administration and Configuration (SOLIDWORKS)
Configuring Business Practices with SolidWorks
Configuring Naming and Numbering (SOLIDWORKS)
Autonumbering of File Names in SolidWorks
Assigning of SolidWorks Component IDs
Policy-Managed Naming and Numbering (SOLIDWORKS)
Identifying the Current Naming and Numbering Policy (SOLIDWORKS)
Windchill Preferences for Naming and Numbering (SOLIDWORKS)
Customizing the Naming Service (SOLIDWORKS)
Configuring Collection (SOLIDWORKS)
As Stored Configurations
Configuring Auto Associate with SolidWorks
Configuring Revision (SOLIDWORKS)
Configuring the Ability to Set a Revision Level (SOLIDWORKS)
Configuring the Revision of Associated Items (SOLIDWORKS)
Rules for New Versions (SOLIDWORKS)
Synchronizing Revision Levels during Auto Associate (SOLIDWORKS)
Configuring Attributes (SOLIDWORKS)
Attribute and Parameter Types (SOLIDWORKS)
Windchill Default System Attributes (SOLIDWORKS)
Custom Parameters (SOLIDWORKS)
Configuring Attributes and Parameters (SOLIDWORKS)
Adding SolidWorks Parameters (SOLIDWORKS)
Standard SolidWorks System Parameters
Customizing Existing Windchill Attributes (SOLIDWORKS)
Editing the Delegate (SOLIDWORKS)
Mapping User-defined SolidWorks Parameters
Mapping Attributes and Parameters (SOLIDWORKS)
Implicit Parameter-to-Attribute Mapping (SOLIDWORKS)
Explicit Property-to-Attribute Mapping (SOLIDWORKS)
Mapping Properties and Parameters with Units
Behaviour of Creo Authored CAD Documents (SOLIDWORKS)
Modifying the HTML Client Item Selection Page (SOLIDWORKS)
Replacing WTPart (SOLIDWORKS)
Supporting WTPart and Custom Part (SOLIDWORKS)
Enabling the Recording and Display of Rename and Location History (SOLIDWORKS)
Generation of Viewables (SOLIDWORKS)
Using a File Synchronization-Capable Worker with Windchill Workgroup Manager (SOLIDWORKS)
Setting and Collecting Windchill Workgroup Manager Log Files (SOLIDWORKS)
Managing Attachments in SolidWorks
Specifying Whether to Outdate Secondary Content (SOLIDWORKS)
Setting the Automatically Download Secondary Content Preference (SOLIDWORKS)
Displaying or Hiding Virtual Workspaces in the Server Management Utility
Cleanup of Event Management (SOLIDWORKS)
Configuring the Workspace User Interface (SOLIDWORKS)
Administering Table Views (SOLIDWORKS)
Configuring the Display of Number of Workspace Rows (SOLIDWORKS)
Configuring Automatic Scrolling in the Workspace (SOLIDWORKS)
Performance Considerations (SOLIDWORKS)
Setting the Method Server HEAP Size (SOLIDWORKS)
Data Compression (SOLIDWORKS)
Maximizing the Oracle Server/Windchill Server Connection (SOLIDWORKS)
Enabling Debug Logging in Windchill Workgroup Manager Client (SOLIDWORKS)
System Configuration Recommendations (SOLIDWORKS)
Running Multiple Servers (SOLIDWORKS)
Using External File Vaulting (SOLIDWORKS)
Using Content Replication (SOLIDWORKS)
Advanced Techniques (SOLIDWORKS)
Managing SolidWorks Configurations
How SolidWorks Configurations are Treated in Windchill
Derived Configurations in SOLIDWORKS
Managing SOLIDWORKS Design with SpeedPak
Working with SolidWorks External Design Table
Managing Configurations Created Prior to Windchill 9.0 (SOLIDWORKS)
Assumptions and Restrictions (SOLIDWORKS)
Specifying the Names of CAD Documents (SOLIDWORKS)
Behavior of Configurations During PDM Actions (SOLIDWORKS)
Rules for Using Save to Workspace (SOLIDWORKS)
Rules for Using Save and Save As (SOLIDWORKS)
Rules for Using Upload and Check In (SOLIDWORKS)
Rules for Adding Part Family Objects to a Workspace
Rules for Opening a Configuration in SolidWorks and from a Workspace
Rules for Assembling an Instance (SOLIDWORKS)
Independently Modifying Instances (SOLIDWORKS)
Rules for Using Undo Checkout (SOLIDWORKS)
Rules for Using Revise (SOLIDWORKS)
Rules for Removing Objects from a Workspace (SOLIDWORKS)
Rules for Using Rename (SOLIDWORKS)
Rules for Using Update (SOLIDWORKS)
Autonumbering of Family Table Instances (SOLIDWORKS)
External References (SOLIDWORKS)
Overview of External References (SOLIDWORKS)
Standardized CAD Application Relationships (SOLIDWORKS)
Assembly Design References (SOLIDWORKS)
Assembly Membership (SOLIDWORKS)
Required versus Optional Dependents (SOLIDWORKS)
General Description of Member Functionality (SOLIDWORKS)
Membership and Reports (SOLIDWORKS)
Other Relationship Types (SOLIDWORKS)
Bill-of-Materials View in a Model Structure Report (SOLIDWORKS)
Specifying a BOM Member (SOLIDWORKS)
Identifying Incomplete Dependents (SOLIDWORKS)
Resolving Incomplete Dependents (SOLIDWORKS)
Resolving Incomplete Dependents Using the Replace Command (SOLIDWORKS)
Resolving Incomplete Dependents during Check In or Upload Using Auto resolve (SOLIDWORKS)
Managing Drawings (SOLIDWORKS)
Collection and Configuration (SOLIDWORKS)
Revise (SOLIDWORKS)
Copy (SOLIDWORKS)
Check In (SOLIDWORKS)
Autoassociation (SOLIDWORKS)
Drawing Reference Link (SOLIDWORKS)
Relating Drawings to Models and Parts (SOLIDWORKS)
Viewing Relationships (SOLIDWORKS)
PTC Navigation Pane (SOLIDWORKS)
Conflict Management (SOLIDWORKS)
Conflict upon Attempt to Modify (SOLIDWORKS)
Conflict Involving a PDM Event (SOLIDWORKS)
Managing Cache (SOLIDWORKS)
Participant Management (SOLIDWORKS)
SolidWorks Configuration (SOLIDWORKS)
Family Table Uniqueness (SOLIDWORKS)
SolidWorks Toolbox (SOLIDWORKS)
SolidWorks Toolbox Setup with Windchill (SOLIDWORKS)
SolidWorks Toolbox Parts (SOLIDWORKS)
Mapping SolidWorks Toolbox Properties to Windchill Global Attributes
Working with Large Assembly Mode (SOLIDWORKS)
SolidWorks Virtual Components
Exclude from BOM (SOLIDWORKS)
Windchill Workgroup Manager Preferences (SOLIDWORKS)
Frequently Used SolidWorks Preferences in the Preference Management Utility
Frequently Used Preferences in the wgmclient.ini File (SOLIDWORKS)
Windchill Workgroup Manager Toolkit
Introduction
Intended Audience
Scope and Purpose
Toolkit API Capabilities
Toolkit API Limitations
Customizing Windchill Workgroup Manager
Windchill Workgroup Manager Client-side Customization
Create the Windchill Server-side Customization
Workflow Between Customized Components
Interaction Between Customized Components
Installing and Configuring the Toolkit
Install the Toolkit
Set Up the Development Environment
Platform and Compiler Support
Create the WWGMTK_Install_DIR Environment Variable—Windows
Creating and Modifying Toolkit Applications
How to Build the Toolkit DLL
How to Initialize and Launch the Toolkit
Build and Test the Hello World Demo
Build the Toolkit DLL
Build the Toolkit Demo for the Windchill Workgroup Manager Client
Create or Update User Environment Variables
Example—Create or Update the WWGMTK_MODEL_NAME User Environment Variable
Toolkit Testing After Server or Client API Updates
Creating and Modifying Toolkit Applications for CATIA V5
Build the CATIA V5 Custom DLL
Create the CATIA V5 Macro to Invoke PDM Actions
Create or Update User Environment Variables for CATIA V5
Example—Create the WWGMTK_CATIAV5_DLL User Environment Variable
Example—Create or Update the WWGMTK_CATIAV5_MACRO User Environment Variable
Toolkit Testing for CATIA V5 After Server or Client API Updates
Working with Toolkit Resources
Finding Toolkit Resources
The Toolkit Demo in the Windchill Workgroup Manager Client
Additional Windchill Workgroup Manager Toolkit Demo Examples
Toolkit API Functions to Enable Export From Workspace
Toolkit API Functions to Rename Object in Workspace
Toolkit API Functions to Import Graphic Editor Files in Workspace
Toolkit API Function to Register or Unregister Authoring Applications and List Registered Authoring Applications
Toolkit API Function to Read Only Subfolder Structure up to Product Level
WWGM Toolkit APIWizard Overview
wwgmtkCustomExamplePage.html
CAD Document Structure Publishing to Other Systems
CAD Document Structure Publishing to Other Systems
Process Overview for Publishing CAD Document Structures to Other Systems
Digital Product Traceability
Understanding the Architecture
System Compatibility and Requirements
Configuring the Windchill Digital Product Traceability (DPT) Extension in ThingWorx
Prerequisites
Configuring the Windchill DPT Extension
Permissions for ThingWorx Platform Entities
Working with Traces
Traced To Table
Managing Trace Links
External Resource Search Picker
Upgrading Windchill Digital Product Traceability Extension
Troubleshooting Digital Product Traceability
Augmented Reality
Using Augmented Reality Experience from Windchill
Workflow to Publish Augmented Reality Experience
Accessing Your AR Experience from Windchill
To Share an Experience Model
Enterprise Design Share Service Administrative Portal
Model Based Definition
Creo
CATIA V5
NX
Supported PMI Types
Editing 3D Annotations in NX
Configuring NX to Read PMI
Using Windchill Workgroup Manager to Read Product Manufacturing Information (PMI)
Introduction to Windchill ESI
Integrating Windchill ESI With Oracle Applications
Windchill ESI Features
Understanding Distribution Targets
Parts
Bills of Material
Publishing Production BOM based on the Distribution Targets
Configuring Option to Inhibit Publishing of a Production BOM
Enterprise Systems Integration Managed Baselines
Change Notices
Option Sets
Raw Material Parts
About Publishing Associated Assigned Expressions
Publishing an Option Set
Publishing a Variant Specification
Publishing Raw Material Parts
Publishing Co-produce Objects
Publishing Made From Set Objects
Process Plans
Publishing Operations
Supported Business Processes
Business Process Considerations and Guidelines
Data Management
Publishing Management
Data Reconciliation
System-of-Record
Creating or Changing Business Objects
Publishing a Business Object
CN Number Over 10 Characters
Revisions and Change Management
Object Numbers Case-Sensitivity
Technical Overview of Windchill ESI
Using the Graphical User Interface
Managing Distribution Targets
About the Distribution Target Information Page
Creating a Distribution Target
Editing a Distribution Target
Associating Distribution Targets with Objects
Deleting a Distribution Target
Changing the Distribution Target Selection Setting for the User Interface
Changing the Distribution Target Selection Setting for the Send To Distribution Target Utility
Configuring ESI for Setting Destination ID and Target ID in ESI Response
Configuring Azure Blob Storage Containers for Windchill ESI
Translation Support For Windchill ESI
The Distribution Targets Tab
Displaying the Distribution Targets Tab
Updating Multiple Distribution Targets
Removing the Association between a Distribution Target and an Object
Viewing Related ESI Transactions
Sending to a Distribution Target
Sending Material to a Distribution Target
Using the Enterprise Systems Transaction Administration
Administering Transactions
Searching For Transactions
Viewing ERP Part Details
Windchill ESI Preferences, Distribution Target Attributes and Global Variable Groups
Windchill ESI Preferences
Distribution Target Attributes
Troubleshooting
Identifying Problems with Parts
Identifying Problems with Bills of Material (BOMs)
Identifying Problems with Process Plans (Routings)
Identifying Problems with Resources
Identifying Problems with Change Notices (CNs)
Identifying Other Problems
Using Windchill Integration for MES
Windchill Integration for MES Features
Technical Overview of Windchill Integration for MES
Installing Windchill Integration for MES
Prerequisites
Enabling Windchill Integration for MES
Windchill Integration for MES Architecture
Windchill ESI Services
Publishing from Windchill Process Flow
Windchill and MES Data Exchange
Transaction Management
Purpose and Capabilities
Transactions and Subtransactions
Transaction Tracking
Transaction Resubmission
Enabling PostResult RPC Requests
Enterprise Systems Transaction Administration Graphical User
Deletion of Transaction History
Loading Release History
Enterprise Systems Integration Managed Baselines
Publishing Production BOM based on the Distribution Targets
Configuring Option to Inhibit Publishing of a Production BOM
MES Integration Implementation Considerations
Assumptions
Business Processes and Organizational Considerations
Security Considerations
Supporting Multiple MES Instances
Using the Graphical User Interface
Managing Distribution Targets
About the Distribution Target Information Page
Creating a Distribution Target
Editing a Distribution Target
Associating Distribution Targets with Objects
Deleting a Distribution Target
Changing the Distribution Target Selection Setting for the User Interface
Changing the Distribution Target Selection Setting for the Send To Distribution Target Utility
Configuring ESI for Setting Destination ID and Target ID in ESI Response
Configuring Azure Blob Storage Containers for Windchill ESI
Translation Support For Windchill ESI
The Distribution Targets Tab
Displaying the Distribution Targets Tab
Updating Multiple Distribution Targets
Removing the Association between a Distribution Target and an Object
Viewing Related ESI Transactions
Sending to a Distribution Target
Using the Enterprise Systems Transaction Administration
Administering Transactions
Searching For Transactions
Viewing the Status of Shop Orders in the MES System
Administering Windchill Integration for MES
Required Skills and Knowledge
Adding Users to Windchill Integration for MES Groups and Mapping Roles
Administrator Accounts and Authorizations
Administering Security
Using Administration Utilities
Customizing Windchill ESI and Windchill Integration for MES
Administration Tasks
Adding Users to Groups
Organization Specific Configurations
Auditing Changes to ESI Target Object
Logging and Messaging
Diagnosing and Resolving Problems
Windchill ESI Preferences, Distribution Target Attributes and Global Variable Groups
Windchill ESI Preferences
Distribution Target Attributes
Integrating Windchill ESI with SAP
Windchill ESI Features
Understanding Distribution Targets
Parts
Documents
Bills of Material
Publishing Production BOM based on the Distribution Targets
Configuring Option to Inhibit Publishing of a Production BOM
Raw Material Parts
Publishing Raw Material Parts
Enterprise Systems Integration Managed Baselines
Publishing an Associated Option Set
Change Notices
Option Sets
About Publishing Associated Assigned Expressions
Publishing an Option Set
Publishing a Variant Specification
Publishing Co-produce Objects
Publishing Made From Set Objects
Manufacturing Objects
Publishing Operations
Technical Overview of Windchill ESI
Supported Business Processes
Business Process Considerations and Guidelines
Data Management
Publishing Management
Change Management
Data Reconciliation
System-of-Record
Creating or Changing Business Objects
Publishing a Business Object
Part Numbers Over 18 Characters
Support for the Length Extension for the Material Number Field
Part Names Over 40 Characters
Document Numbers Over 25 Characters
All Numeric Document Numbers Under 25 Characters
Document Names Over 40 Characters
Locking Documents in SAP and Enterprise Systems Integration
CN Number Over 12 Characters
CN Name (Change Master Description) Over 40 Characters
CN Description (Reason For Change) Over 40 Characters
Revisions and Change Management
Object Numbers Case-Sensitivity
Serial and Lot Effectivity
Process Plan Numbers Over Eight Characters
Tooling Numbers Over Eighteen Characters
Process Material Numbers Over Eighteen Characters
Operation Labels Over Four Characters
Operation Description Over 40 Characters
Using the Graphical User Interface
Managing Distribution Targets
About the Distribution Target Information Page
Creating a Distribution Target
Editing a Distribution Target
Associating Distribution Targets with Objects
Deleting a Distribution Target
Changing the Distribution Target Selection Setting for the User Interface
Changing the Distribution Target Selection Setting for the Send To Distribution Target Utility
Configuring ESI for Setting Destination ID and Target ID in ESI Response
Configuring Azure Blob Storage Containers for Windchill ESI
Translation Support For Windchill ESI
The Distribution Targets Tab
Displaying the Distribution Targets Tab
Updating Multiple Distribution Targets
Removing the Association between a Distribution Target and an Object
Viewing Related ESI Transactions
Sending to a Distribution Target
Sending Material to a Distribution Target
Using the Enterprise Systems Transaction Administration
Administering Transactions
Searching For Transactions
Viewing ERP Part Details
Windchill ESI Preferences, Distribution Target Attributes and Global Variable Groups
Windchill ESI Preferences
Distribution Target Attributes
Troubleshooting
Identifying Problems with Parts
Identifying Problems with Documents
Identifying Problems with Bills of Material (BOMs)
Identifying Problems with Process Plans (Routings)
Identifying Problems with Operations
Identifying Problems with Change Notices (CNs)
Identifying Other Problems
Using ERP Connector
ERP Connector Features
Understanding Distribution Targets
Parts
Documents
Bills of Material
Change Notices
Option Sets
Raw Material Parts
Smart Collection Objects
About Publishing Associated Assigned Expressions
Publishing an Associated Option Set
Publishing an Option Set
Publishing a Variant Specification
Publishing Raw Material Parts
Publishing Multiple Effectivity Information
Publishing Co-produce Objects
Publishing Made From Set Objects
Publishing a Smart Collection Using the ERP Connector
Manufacturing Object Attributes
Publishing Operations
Publishing Production Versions
Technical Overview of ERP Connector
Supported Business Processes
Business Process Considerations and Guidelines
Data Management
Publishing Management
Change Management
Data Reconciliation
System-of-Record
Creating or Changing Business Objects
Publishing a Business Object
Windchill ESI Preferences, Distribution Target Attributes and Global Variable Groups
Windchill ESI Preferences
Distribution Target Attributes
Using the Graphical User Interface
Managing Distribution Targets
About the Distribution Target Information Page
Creating a Distribution Target
Editing a Distribution Target
Associating Distribution Targets with Objects
Deleting a Distribution Target
Changing the Distribution Target Selection Setting for the User Interface
Changing the Distribution Target Selection Setting for the Send To Distribution Target Utility
Configuring ESI for Setting Destination ID and Target ID in ESI Response
Configuring Azure Blob Storage Containers for Windchill ESI
Translation Support For Windchill ESI
The Distribution Targets Tab
Displaying the Distribution Targets Tab
Updating Multiple Distribution Targets
Removing the Association between a Distribution Target and an Object
Viewing Related ESI Transactions
Sending to a Distribution Target
Sending Material to a Distribution Target
Using the Enterprise Systems Transaction Administration
Administering Transactions
Searching For Transactions
Viewing ERP Part Details
Integrated Software Management
Integrated Software Management
Windchill Integrations for Embedded Software Capabilities
Software Configuration Management System Integrations
Software Defect Tracking System Integrations
Development Environment Integrations
Windchill Capabilities
Administrator and User Roles
Hardware and Software Configuration Management
Hardware and Software Change Management
Software Build Management
Use Case Scenario Example
Software Configuration Management Integrations
Software Configuration Management System Integration Overview
Getting Started Using SCM Systems with Windchill Integrations for Embedded Software
Getting Started for Administrators
Getting Started for Administrators Overview (SCM)
Where to Find Detailed Information
Getting Started for Users
Software Configuration Management Systems Overview for Users
Where to Find Detailed Information
Installation and Configuration
Software and Hardware Compatibility
Server Installation and Configuration
When Installing Windchill For the First Time
When Upgrading From a Prior Release of Windchill
Client Installation and Configuration
Integrity Installation and Configuration
Installation
Configuration
Update Procedures
Subversion Installation and Configuration
Installation
Configuration
Update Procedures
Add the Data Utility for the “BuildStatus” Attribute
Maintenance Procedures
Determining if the Subversion Adapter is Running
To Access the Control Panel for WindchillDS
Windchill Start Script
Windchill Stop Script
How to Install Files for a Subversion Remote Adapter
How to Reconfigure a Subversion Remote Adapter
IBM Rational ClearCase Installation and Configuration
Installation
Configuration
Update Procedures
Add the Data Utility for the “BuildStatus” Attribute
Maintenance Procedures
Determining if the IBM Rational ClearCase Adapter is Running
How to Restart the IBM Rational ClearCase Adapter
How to Reconfigure the IBM Rational ClearCase Adapter
How to Install Files for an IBM ClearCase Remote Adapter
Windchill Start Script
Windchill Stop Script
Adapters Management for Site and Organization Administrators
Adapters Administration Utility for Embedded Software: Before You Begin
Adapters Administration Utility
Tables
Adapter Definition Table
Adapter Associations Table
Configuration Specifications Table
Labels Table
Windows
Adapter Definition Window — Create Mode
Adapter Definition Window — Edit Mode
Adapter Associations Window
Adapter Status Window
Branches Specification Window
Configuration Specifications Window
Edit Configuration Specification Window
New Configuration Specification Window
Tags Specification Window
Views Specification Window
Adapters Administration Utility Access for Managers and Users
Accessing the Adapters Administration Utility from Products, Projects, and Libraries
Working with Integrity Source (SCM) Adapters
Creating an Adapter
Editing an Adapter
Deleting Adapters
Checking the Adapter Status
Adapter Information Page
Managing Context Associations
Associating a Context to an Adapter
Disassociating a Context from an Adapter
Working with Subversion Adapters
Using an Adapter as a Remote Client
Creating an Adapter
Editing an Adapter
Deleting Adapters
Checking the Adapter Status
Adapter Information Page
Managing Context Associations
Associating a Context to an Adapter
Disassociating a Context from an Adapter
Working with IBM Rational ClearCase Adapters
Using an Adapter as a Remote Client
Creating an Adapter
Editing an Adapter
Deleting Adapters
Checking the Adapter Status
Adapter Information Page
Managing Context Associations
Associating a Context to an Adapter
Disassociating a Context from an Adapter
Managing Configuration Specifications
Creating a Configuration Specification
Editing a Configuration Specification
Adapters Configuration Management for Users
Adapters Administration Utility: Before You Begin
Adapters Administration Utility
Tables
Adapter Definition Table
Adapter Associations Table
Configuration Specifications Table
Labels Table
Windows
Adapter Associations Window
Adapter Status Window
Branches Specification Window
Configuration Specifications Window
Edit Configuration Specification Window
Tags Specification Window
Views Specification Window
Working with Integrity Source (SCM) Adapters
Checking the Adapter Status
Adapter Information Page
Managing Context Associations
Customizing Context Associations to an Adapter
Disassociating a Context from an Adapter
Working with Subversion Adapters
Checking the Adapter Status
Adapter Information Page
Managing Context Associations
Customizing Context Associations to an Adapter
Disassociating a Context from an Adapter
Working with IBM Rational ClearCase Adapters
Checking the Adapter Status
Adapter Information Page
Managing Context Associations
Customizing Context Associations to an Adapter
Disassociating a Context from an Adapter
Working with Windchill Integrations for Embedded Software Objects
Accessing and Managing Migrated Data
Working with Migrated Software Parts
Working with Migrated Software Documents
Working with Migrated Documents
Working with Migrated Issues, Variances, Change Requests, Change Notices, Notes and Problem Reports
Working with Related Software Documents
Managing Software Builds
About Software Builds
Working with Software Builds
About Creating Software Builds
Creating a Software Build
Creating Multiple Software Builds
Editing a Software Build
Relationship between Software Builds and Windchill Objects
About Associating a Software Build with Other Windchill Objects
Associating a Software Build with Windchill Objects
Associating a Software Build with Defects
Associating New Defects with a Software Build
Finding Defects to Associate with a Software Build
Disassociating a Defect From a Software Build
Automatic Association of Defects with a Software Build
Working with the Software Build Information Page
Software Build Information Page
Software Build Information Page—Overview Tab
Software Build Information Page—Details Tab
Software Build Information Page—Content Tab
Managing Software Documents and Software Configuration Data Documents
Working with Software Documents
Working with Software Configuration Data Documents
Managing Documents
Creating a New Document
Creating Multiple Documents
Editing a Document
Working with Primary Source Content and Attachment Content
Primary Content Table for Software Files
Attachments Table for Software Files
Working with Software Document and Software Configuration Data Information Pages
Software Document and Software Configuration Data Document Information Pages
Information Page—Details Tab
Information Page—Content Tab
Managing Software Files
Working with Software Files
Defining and Attaching an Integrity Source (SCM) Software File
Defining and Attaching a Subversion Software File
Defining and Attaching an IBM Rational ClearCase Software File
Managing Software Parts
Working with Software Parts
Managing Parts
Creating a New Part
Editing a Part
Working with Software Part Information Pages
Software Defect Tracking Integrations
Overview of Adapter Configuration with Windchill Integrations for Embedded Software
About the Windchill Integration for Defect-Tracking Systems
Defect-Tracking Capabilities
About Defects and Remote Defects
Getting Started Using Defect-Tracking Systems with Windchill Integrations for Embedded Software
Getting Started for Administrators
Overview of Defect-Tracking Systems for Administrators
Where to Find Detailed Information
Getting Started for Users
Overview of Defect-Tracking Systems for Users
Where to Find Detailed Information
Installation and Configuration
Software and Hardware Compatibility
Server Installation and Configuration
When Installing Windchill For the First Time
When Upgrading From a Prior Release of Windchill
Client Installation and Configuration
Install the Integrity Software
Configure the Integrity Software
Setting Up Defect Tracking Adapter Credentials
Adapters Management for Site and Organization Administrators
Adapters Administration Utility for Embedded Software: Before You Begin
Adapters Administration Utility
Tables
Adapter Definition Table
Adapter Associations Table
Windows
Adapter Definition Window — Create Mode
Adapter Definition Window — Edit Mode
Adapter Associations and Map Attributes Window
Adapter Status Window
Projects Specification Window
Working with Integrity Defects Adapters
Creating an Adapter
Editing an Adapter
Deleting Adapters
Checking the Adapter Status
Adapter Information Page
Managing Context Associations and Mapping Files
Creating or Editing a Mapping File
Selecting a Mapping File for an Adapter
Validating a Mapping File for an Adapter
Associating a Context and Selecting a Mapping File for an Adapter
Disassociating a Context from an Adapter
Accessing the Adapters Administration Utility from Products, Projects, and Libraries
Adapters Administration Utility Access for Managers and Users
Adapters Configuration Management for Users
Adapters Administration Utility: Before You Begin
Adapters Administration Utility
Tables
Adapter Definition Table
Adapter Associations Table
Windows
Adapter Associations Window
Adapter Status Window
Projects Specification Window
Working with Integrity Defects Adapters
Checking the Adapter Status
Adapter Information Page
Managing Context Associations
Customizing a Context Association to an Adapter
Disassociating a Context from an Adapter
Management of Defects
Working with Defects in Windchill Integrations for Embedded Software
Authentication for Connecting to and Using Defect-Tracking Systems
Creating a Defect
Creating a Defect—Setting Attributes
Creating a Defect—Selecting Affected Objects
Associating a Defect with a Remote Defect
Editing a Defect
Associating a Defect with a Software Build
Creating a Defect from a Problem Report
Setting the Life Cycle State of a Defect
Defect Information Page
Attribute Mapping
Overview of Attribute Mapping
Modifying an Attribute Mapping File
Format of the attributeMap.xml File
DtsPdmMap Element
DtsPdmValueMap
Attribute and Defect Property Field Mapping
Attribute Value Mapping
Example of attributeMap.xml File
Development Environment Integrations
Installation and Configuration
Windchill Integrations for Embedded Software: Before You Begin
Software and Hardware Compatibility
Server Installation and Configuration
When Installing Windchill For the First Time
When Upgrading From a Prior Release of Windchill
Client Installation and Configuration
Client Software Installation
Client Software Configuration
Working with Tasks
About Tasks
Tasks Tables
Task Information Page
Reassigning a Task
Set Up Participants Table
PTC Windchill Integration for Software Build Tools Developer's Guide
Windchill Integration for Software Build Tools
Framework and Features
Installation and Configuration
Software and Hardware Compatibility
Server Installation and Configuration
When Installing Windchill For the First Time
When Upgrading From a Prior Release of Windchill
Using Windchill Integration for Software Build Tools with Certificate-Based Authentication
Using the Windchill Integration for Software Build Tools Commands
Overview of Software Build Tools Commands
Uploading Software Build Objects
Arguments for Software Build Tools Commands
CreateFolder
CreateSWBuild
CreateAndUpload
Download
AddContentToSWBuild
LinkPartToBuild
LinkBuildToDocs
LinkDefectToBuild
AutoAssociateDefectToBuild
UpdateObject
Software Build Tools Configuration File
Example of a Software Build Tools Configuration File
Example: Running Software Build Tools Commands from Custom Build Scripts
Configuring Windchill Integration for Software Build Tools
Configuring the Adapter for Dynamic Web Service URLs
Troubleshooting Tips
General Error Codes
Common Error Codes for Commands
Error Codes for AddContentToSWBuild
Error Codes for CreateAndUpload
Error Codes for CreateSWBuild
Error Codes for Download
Error Codes for LinkBuildToDocs
Error Codes for LinkDefectToBuild
Error Codes for LinkPartToBuild
Error Codes for UpdateObject
Error Codes for AutoAssociateDefectToBuild
Info*Engine Adapters
JDBC Adapter Guide
Info*Engine Architecture
Identifying the Info*Engine Components
Identifying Basic Components
Interacting with Info*Engine
Java Server Pages
External Custom Java Applications
Managing the Execution of Info*Engine Tasks
Starting and Locating Info*Engine Components
Setting Up Connections Through Adapters
Using In-Process Adapters and Gateways
Using Out-of-Process Adapters and Gateways
JDBC Adapter Installation
Installation Overview and Requirements
Installing the JDBC Adapter
Installing on the Info*Engine Host
Installing on a Different Host
Additional Installation Steps for Non-Oracle Databases
JDBC Adapter Configuration
JDBC Adapter JSON Configuration File Entry
Installing the JDBC Adapter Form
Creating a JDBC Adapter Entry
JDBC Adapter Properties
Configuring an Out-of-Process JDBC Adapter
Encrypt Adapter Service Properties
Set Naming Service Launch Properties
Identify a Start File
ie.properties Location and Contents
Sample Windows Start File Contents
Sample UNIX Start File Contents
JDBC Adapter Logging Capabilities
JDBC Webject Library
Using the JDBC Webject Library
Processing BLOBs
Naming the Adapter in Webject INSTANCE Parameters
Running the Webject Examples
Batch-Execute-Procedure
Create-Object
Delete-Objects
Describe-Attributes
Do-SQL
Execute-Procedure
Prepared-Batch-Update
Put-Blob-Stream
Put-Bulk-Stream
Put-Clob-Stream
Query-Attributes
Query-Objects
Send-Blob-Stream
Send-Bulk-Stream
Send-Clob-Stream
Transaction
Update-Objects
Validate-User
JNDI Adapter Guide
Info*Engine Architecture
Identifying the Info*Engine Components
Identifying Basic Components
Interacting with Info*Engine
Java Server Pages
External Custom Java Applications
Managing the Execution of Info*Engine Tasks
Starting and Locating Info*Engine Components
Setting Up Connections Through Adapters
Using In-Process Adapters and Gateways
Using Out-of-Process Adapters and Gateways
Installing and Configuring the JNDI Adapter
About the JNDI Adapter
Installing the JNDI Adapter
Configuring the JNDI Adapter
Creating the JNDI Adapter Entry
JNDI Adapter Properties
Modifying the JNDI Start Files
JNDI Adapter Logging Capabilities
Testing the JNDI Installation
JNDI Webject Library
Naming the Adapter in INSTANCE Parameters
Compare-Attribute
Create-Object
Delete-Objects
In-Subtree
Put-Blob-Stream
Put-Bulk-Stream
Query-Objects
Rename-Object
Send-Blob-Stream
Send-Bulk-Stream
Update-Objects
Validate-User
SAP Adapter Guide
Info*Engine Architecture
Identifying Basic Components
Interacting with Info*Engine
Java Server Pages
Web Browser Request Example
Using External Custom Java Applications
Managing the Execution of Info*Engine Tasks
Requesting Task Execution through a TCP/IP Connection
Implementing Events That Execute Tasks
Queuing Tasks for Execution
Starting and Locating Info*Engine Components
Setting Up Connections Through Adapters
SAP Adapter Architecture
SAP Adapter Installation
Installation Overview and Requirements
Installing the SAP Adapter
SAP Adapter Configuration
Configuring an In-Process SAP Adapter
Configuring an Out-of-Process SAP Adapter
Setting Classpath and Variables
Encrypt Adapter Service Properties
Creating the SAP Adapter Entry
Installing the SAP Adapter Form and Help
Entering SAP Adapter Entry Information
SAP Adapter Properties
SAP Webject Library
Naming the Adapter in INSTANCE Parameters
Commit-Transaction
End-Transaction
Execute-RFC
Rollback-Transaction
Start-Transaction
Transaction Management Example
Directory Structures
Basic Customization
Windchill Customization Basics
Windchill Customization Using Windchill REST Services (WRS)
Examples: Windchill Customization Using WRS
Customization Overview
Configuration Options
Customizations
Info*Engine
Custom Reports
Windchill Customization Points
The Windchill Development Environment
Directory Structure
The codebase Directory
The src Directory
Environment Variables
Property Files
wt.properties file
service.properties file
tools.properties file
user.properties file
db.properties file
Properties and Property Files
Application Context Service/Resource Properties
Application Context Service Properties for Subtypes
Getting Started With Windchill Customization
Example Overview
Windchill Development Environment
Customization Setup
Creating the Class
Creating a UI
Pet Table
Pet Information Page
Creating a New Pet
Editing Pet
Deleting a Pet
Customization Notes
Customizations — Next Steps
Modeling Business Objects
Windchill Modeling Heuristics
Windchill Foundation Abstractions
Windchill Foundation Interfaces
Windchill Foundation Classes
Managing Customizations
Setting Up a Directory Structure for Managing Customized Files and Text Tailoring
Directory Structure Diagram for Customized Files and Text Tailoring
Safe Area Directory Structure
PTC Script for Working with Customized Files
Using the Safe Area Directory Structure When Customizing Files
Using the Safe Area Directory Structure When Installing the Windchill Service Pack
Best Practices for Customizing Files Supplied by PTC
Managing Text Tailoring
Text Tailoring Utility
Viewing Text Collection Organizer
Selecting Text for Initial Customization
Customizing UI Strings
Creating a String
Deleting a String
Changing Displayed Text Found in RBINFO Files
Details on Tailoring Text
Migrating Customized UI Strings
Managing codebase Property Files
Manipulating Property Files
Using XCONF Files
Managing HTML Templates in the <Windchill>/codebase/templates/ Directory
Managing the LogicalAttributes.xml File
Managing codebase/{wtcore,netmarkets,pdmlink} Files
Managing Windchill Info Engine Tasks
INI Files for Workgroup Manager
Managing Client JAR Files
Overview of Client JAR Deployment Approach
Current Foundation JAR Tree Definition
Using the Client JAR Architecture
Rebuilding Client JARs
Managing Client JAR Contents
Using the HTTP Request Log Utility
Re-using an Existing Root JAR
Updating Client JARs At Maintenance Releases
Handling Localized Resources
Best Practices for Adding New Packages and Files
Adding a Custom Service Provider Property File
Customization with Windchill Queues
Customizations with Log4j 2.0
Customization Examples for Appenders
Layout, Logger Filter and Workflow Configurations
Workaround for Exceptions Observed for Log4j 2.0
Full Interface Mechanism for XSLT with Saxon
Full Interface Mechanism for XSLT with Saxon
Windchill Utilities
Using the xconfmanager Utility
xconfmanager Command Syntax
Viewing xconfmanager Help
Setting Property Values and Propagating Your Changes
Setting Specific Property Values
Restoring a Property Value to Its Default Value
Setting a Property Value to the Null Value
Adding and Removing a Property Value to a Multi-valued Property
Listing Property Information
Validating XCONF Files
Validating XCONF Files Examples
Other xconfmanager Options
Formatting Property Value Guidelines
About the windchill Command
Windchill Shell
Customization Tutorial
Tutorial Overview
Create Administrator and User
Create a Library and Document
Allocate Database Columns for Local Attributes
Create a New Attribute Definition and Add it to the Document Type
As the End User, Create a Document with the new Attribute
Create a Document Subtype
Create an Instance of the New Document Subtype
Model a New Document Subclass
Create an Instance of the New Document Subclass
Verify the Customizations
Customization Tutorial Summary
Example: Create a modeled Object with Derived Attributes from modeled Master Class
User Interface Customization
User Interface Technology Overview
Windchill Client Architecture Overview
URL Strategy
Java Builders
JSP and Tags
Common Java Services
Additional Resources
Windchill Client Architecture Common Objects Overview
Javascript Functions Overview
TableUtils — package
TreeHandler
asyncResponseHandler
rowHandler
requestHandler
Other Functions in main.js
Adding Custom Code to all Windchill Client Architecture Pages
JavaScript Files
Customizing the Theme
Maintenance Messaging
Color Customizations in the Reference Designator Differences Column
MVC Components
MVC Components Overview
MVC
MVC in Windchill
Request Handling
Application Context
Request Handling by Spring
MVC Components
MVC Builders
Specifying the componentid
TypeBased
Registering Builders
Creating Multiple Components
Data Sources
JCA Components
MVC Tables
Converting an Existing Table Implementation to MVC
Customizing HTML Clients Using the Windchill JSP Framework
Customizing Generic Aspects of JSP Pages
Customizing the UI with Ajax
Solution
Making an Ajax Call in Windchill
Procedure - Batching Ajax Requests
Refreshing a Large Block of the Page
Sample Code
Breadcrumbs Component
Solution
Procedure — Creating a New BreadCrumbDelegate Class
Procedure — Registering the BreadCrumbDelegate
Sample Code
Additional Resources
Client Tabs
Solution
Exporting and Importing Client Tabs
Customization Points
Customizing Tabs via Windchill UI
General Procedure
Out-of-the-Box (OOTB) Tabs
Customizing Tabs — Site Administrator
Customizing Tabs — Organization Administrator
Customizing Tabs — Standard User
Reordering Tab Content Items
Customizing Tabs by Implementing Custom TabSetDelegate
Customizing Tabs by Implementing Custom TabController
Exporting and Importing Client Tabs
Sample Code
Checkin/Checkout
Solution
Sample Code
Component Access Control
Solution
Customization Points
Sample Code
Attachments
Solution
Customization Points
Limitations
Sample Code
Attribute Panels
Background
Definition of Terms
Solutions
Overview
Solution Elements
Solution – Create an Advanced Attribute Panel with a Visualization Component Using the Primary Attributes Layout
Solution – Create an Advanced Attribute Panel Without a Visualization Component Using the Primary Attributes Layout
Solution – Create an Advanced Attribute Panel Using the Create, Edit, or More Attributes Screen Type Layout
Solution – Create an Advanced Attribute Panel Using Any Layout Defined in the Type and Attribute Management Utility
Procedure – Creating the Attribute Panel
Solution – Create a Simple or Advanced Attribute Panel Using a Configuration Created in a Java Builder Class
Procedure – Creating the Attribute Panel
Extending AbstractAttributesComponentBuilder
Extending AbstractComponentBuilder
Solution - Create a Simple Panel Using JSP Tags
Procedure – Creating the Attribute Panel
Converting a Tag-based Attribute Panel to a MVC Attribute Panel
General Procedures
How to Find an Attribute Name/Id
How to Access Request and Context Information in Builder Methods
How to Modify the Panel View JSP
How to Modify the Panel Context Object
How to Include an Attribute Panel in a JSP Page
Customization Points
AttributePanelConfig Properties
GroupConfig Properties
AttributeConfig Properties
Sample Code
Obtaining a TypeInstance Datum Object
Additional Resources
Packaged Samples
Advanced Attribute Panel
Advanced Attribute Panel in a Wizard
Advanced Attribute Panel on an Information Page
Advanced Panel with Modified Context Object
Simple Attribute Panel using a Java Builder
Simple Attribute Panels using JSP Tags
Simple and Advanced Attribute Panels in a Wizard
Customization Tools Overview
Customization Tools — Reports
Action Reports
Action Model Report
Available Attributes Report
Application Context Service/Resource Properties
Logical Attributes Report
Property Report
MVC Builder Search
MVC Builder Scan Report — Mini
Modeled Objects
API Documentation
Debugging
What information does jcaDebug display?
Using jsDebug
Why Enable jsDebug?
How to Enable jsDebug
JavaScript Logging
Adding Validation Logic for Actions and Properties
Split Pane / Two Pane
Solution
Customization Points
Sample Code
Defining Layouts in a Type Load File
Configuring the Drag and Drop Zone
Generic UI Customizations
Customizing Role-Based UI Functions - Action Visibility
Preference Framework
Preference Macros
Preference Registry
Constructing URLs
Offline Package Customization
Banner Notifications
Configuring Banner Messages Using the Windchill UI
Configuring Banner Messages Using JSP and TXT Files
Adding a Status Glyph
Adding Actions and Hooking Them Up in the UI
Action Framework for Windchill Client Architecture
Defining a New Action
Adding Validation Logic for Your Actions
Defining a New Action Model
Localizing Actions and Action Models
Reporting Tools for Actions and Action Models
Tab Models
Procedure - Adding Tabs in the Navigator at Different Levels
Customization Points
Limitations
User Interface Stickiness
Defining Menus
Intended Outcome
Displaying Actions
Displaying Actions Column in a Table
Displaying Toolbar Actions for a Table
Displaying Menu Bar Actions for a Table
Displaying Actions Menu on an Information Page
Adding Custom Content to the Home Page
Gathering the Data for the UI
Acquiring Data via Info*Engine
Solution
Customizations Points
Limitations
Sample Code
NmObject Utilities
Solution
Implement getOid() on your row data object
Configure a Different Target Object
Limitations
Related Information
File Download
Solution
Customization Points
Limitations
Packaged Samples
Presenting Information in the UI
Dynamically Resolved Attributes for Customizations
Constructing and Rendering a Table Using the JSP Framework
Solution
Customization Points
Configuring Search in List
Limitations
Other Resources
Sample Code
Example — Table with DataSources Enabled
Example — Table (Separate Builders)
Example — Table (Info*Engine)
Example — Table With DataSources Enabled
Example — Table(Info*Engine)
Example — Table Async
Example — Table (Info*Engine) Async
Windchill Client Architecture Tree
Solution
Customization Points
Spring MVC Implemented Tree
Sample Code
Attribute Customization
Adding Custom Modeled Attributes to all Table Views
Attribute Tables
Icon Delegates
Creating Custom Graphical Representations
Solution
Procedure – Creating a Simple Custom Graphical Representation
Creating a Fully-Custom Graphical Representation
Procedure – Supporting Graphical Attributes in a Configurable Table
Procedure – Supporting Graphical Attributes in a Non-Configurable Table
Limitations
Performance Considerations
Customization Sample Code
Reference
UI Validation
Solutions
Procedure – Pre-Validation
Implementing Solution-Based Pre-Validation
Implementing Validation Filters
Implementing Validators for Pre-Validation
Procedures – Post-select Validation
Procedures – Post-Submit Validation
Miscellaneous Tips, Tricks, and Things to Avoid
URL Authorization
Registering Validators
Customizing the Find Number Field
Inline Messaging
Linking to Help Topics
Constructing Wizards
Windchill Client Architecture Wizard
Packaged Samples
Wizard Example One
Wizard Example Two
Clerk Example One
Wizard Processing
Building Wizards to Create a Single Object
Packaged Samples
Basic Create Wizard
Building Wizards to Edit a Single Object
Packaged Samples
Basic Edit Wizard
Customizing Reusable Wizard Steps
Packaged Samples
Create Wizard Using Keep Checked Out Checkbox
Create Wizard Using Common Steps
Handling External Requests Using an MVC Controller
Solution
Client Generated Form Data
Solution
Procedure – Submitted Client-generated hidden form data
Limitations
Information Pages
Customizing Information Page Components
Solution
Customization Points
Sample Code
Updating Legacy information Pages
Incorporating Pickers in JSP Clients
Configuring Pickers
Configuring a Context Picker
Configuring an Item Picker
Configuring an Organization Picker
Configuring a Type Picker
Configuring a User Picker
Configuring a Participant Picker in JCA
Configuring a Participant Picker in AngularJS
Configurable Links
Configurable Link Tables
Installing the Configurable Links Example
Customizing Configurable Link Tables
Defining Access Control Policy Rules for Configurable Links
Making the Configurable Links Available in PSB
Collecting Configurable Links
Configurable Link Collection Definition Example Files
Configurable Link Collection Sample UI
Customized Configurable Link Collection
Sample Configurable Links Collection Definitions File
Configurable Revision Links
Windchill Search Customization
Customizing Indexing Behavior
Customizing Solr
Filtering Text Field Searches
Customizing Faceted Search
Enabling Text Preview Column for Additional Objects
Advanced Customization
Business Logic Customization
Encrypted Passwords
Encrypted Passwords
Solution
Procedure – Encrypting Static .xconf Managed Single-Valued Properties
Customization Points
Customizing the Login Page
Login Page Customization
Customizing Business Logic
Customizing Logic for Structure Compare
Context Builder Customization Example
API’s Available for Custom Filter Applications
Customizing Change Management
Customizing Changeable Object Relationship
Association Constraints
Solution
Customization Points
Limitations
Addition of Attributes on Links in Change Relationship Table
Configuring Attributes on Change Management Links
Customizing Multiple Inventory Dispositions
Solution
Customization Points
In-line Editing Attributes on the Links of Change Relationship Tables
Overview
Constraints and Limitations
Customization Procedure
Custom Table Views (Step 1)
Create MVC Builder Table (Step 2)
Create a Data Utility (Step 3)
Add Support for Multi-Edit Actions (Step 4)
Create a Form Delegate (Step 5)
Register Form Delegate with Step (Step 6)
Customizing Change Management Workflow Processes
Change Workflow Closure
Solution
Procedure – Update Workflow to use Synchronized Closure
Limitations
Related Information
Customizing Change Activity Workflow Assignments
Customizing Change Tables Designed for Workflow
Solution
Define a New Table Component
Define a Workflow Action for the New Component
Adding New Resource Bundle Entries
Add New Action to Workflow Task Components List
Build and Test
Locking Annotations In Change Workflows
Customizing Mass Change
Mass Change Supported Types
Solution
Related Documentation
Mass Change Operations
Solution
Customization Points
Related Documentation
Customizing Auto Create Change Notice
Customizing Promotion Request Workflow Processes
Promotion Request Approval Process
Promotion Request Review Process
Key Customization Points
Enhanced Promotion Process
Multiple Participant Selection Wizard Customization
Business Rules
Customizing Business Rules
Creating Business Rules
Business Rules Configuration and Execution
Executing the Business Rule Set Execution Plan
Returning Results
Limitations
Sample Code
Customization Example of Multiple Rules, Rule Sets, and Relationships
Troubleshooting Configuration Issues
Bypassing Business Rules
Solution
Example
Create a Non Required Business Rule Set for the Attribute Checks
Create an Attribute rule for Material
Create a Link for the Attribute Rule and Non Required Rule Set
Create a Required Business Rule Set for Release Target Rule
Reload Site Release Target Rule
Create Link for the Target Rule and Required Rule Set
Execute All Required and Non-Required Business Rule Sets
Execute Required Business Rule Sets
Loading Business Rule Objects
Process
DTD Definition
Business Rule Objects
Creating an IXB Load XML File
Loading the Business Rule Objects
Update Existing Business Rules
Deleting Business Rule Objects
Business Rule Types
Check Out Rule
Examples
Attribute Rule
Examples
Release Target Rule
Examples
BOM Release Rule
Examples
Evaluating Business Rules On Demand
Solution
Procedure — Creating a Custom Business Rule Result Action
Limitations
Sample Code
Related Documentation
Customizing Workflow Administration
Customizing Workflow Events on an Object
Customizing Workflow Task Pages
Configuring Workflow Task Detail Pages
Process Overview
Implementing Customized Task Page JSP
Rendering Custom Workflow Activity Variables
Rendering PBO UI Components
Use of Customized Tag Library and/or 3rd Party Tag Library
Refine and Review Workflow Transitions
Adding Custom Workflow Attribute to Workflow Processes
Workflow Email Notifications
Customizing Life Cycle Administration
Customizing the Display of Life Cycle Information
Defining Custom Life Cycle Transitions
Setting Up a Customized State-based Versioning Scheme
Creating and Loading the XML Versioning File
Making the Newly Added Versioning Schemes Available in the Life Cycle Administrator
Creating a Life Cycle Template Which Uses the New Version Series
Setting Up the Object Initialization Rules
Automatic Part Numbering - Upgrade Considerations
Using a State-based Versioning Scheme in a Life Cycle
Customizations in Type and Attribute Management
Using a BusinessAlgorithm in a Calculated Attribute
Solution
Procedure – Using a BusinessAlgorithm in a Calculated Attribute
Performance Considerations
Sample Code
Related Information
Defining Attributes Constraints
Options and Variants
Customizing Options and Variants
Windchill Option Set Delegate Framework Customizations
Restrict Windchill Object to Assign Option Set
Extend Option Set Delegate
Option Set Assignment Delegate Framework
Configuring Auto-Suggest Results for Options and Choices
Product Family Management Customizations
Custom Actions in Variant Specification Structure
Custom Actions in Matrix Editor
Customizing Product Family Matrix Editor
Handling Initial Modeled or Soft Attribute Values for New Variant Specifications
Refreshing Selected UI Components from Custom JCA Actions
Customizing Variant Baseline Members
Customizing Security Labels
Customizing Security Labels
Setting Up Custom Security Labels
Specifying Authorized Participants for Custom Security Labels
Additional Considerations for Custom Security Labels
Customization for Content Management
Customizing Virus Scanner for Content Upload
Content Virus Scanner
Java Interface Details
Configuration and Deployment
Implementation Guidelines
Customizing Windchill Visualization Services
Custom Publishing
Customizing Publishing Queues
Interference Detection
Solution
Customization Points
Modifying the Default Behavior of Dynamic Part Generation
Report Generation
Report Generation Overview
Basic Report Example
Import and Export of Report Templates
Java Methods
Customization Details
Reporting Info*Engine Task Data Source Customization
Report Loading
Objective
Report Selection List Customization
Launching Reports from Custom Windchill Pages
Jasper Report Customization in Windchill
Jasper Report Authoring Workflow
Authoring Jasper ReportTemplate
Authoring Jasper Report Using ReportTemplate
Authoring Jasper Report Using Report Task
Authoring Jasper Report Using Windchill REST Services End Points (GET Method)
Execution of the Jasper Reports
Saved Report and Scheduling Support for Jasper Reports
Jasper Report Input Page Customization
Jasper Report Localization Customization
Support for Creating Charts for Jasper Reports
Dedicated Queue for Jasper Report Scheduling
Troubleshooting and Reference Information
Packages Customization
Package Type-Based Properties
Identifying Users in Context Replication and Activating Replicated Users
Solution
Scenario Two : How replicated users are identified when it comes time to activate/convert to an active user
Customization Points and Limitations
Sample Code
Select Files – Copy Forward Exclusion Decisions
Windchill Replication Package Command Line Sample Scripts
Windchill Replication — Out Of Context Collection & Missing Objects
Restrict the Collection of Missing Objects For Defined Contexts and Recipients
Customizing the Collection Logic of Missing Objects
Customization for Downgrading Deliveries
Transformation Filter
Windchill Dependency Filtering for Downgraded Deliveries
XSL Transformation Scenarios
Downgrade Repository Customization
Customizing Queue Assignment
DTI Customization Framework
Add Custom Attributes to Microsoft Office
Customize the Windchill tab in Microsoft Office
Customize the Ribbon
Add Custom Commands
Create Custom Commands Using Macros
Server Side Customization
Implementation Example
Client-Side Customization
Server-Side Customization
Customize Windchill Actions in Windows Explorer
Customize the DTI Document Search Window
Using DTI with Form-Based Authentication
Windchill ProjectLink Customization
Writing Custom Windchill ProjectLink Algorithms
Registered Event Listeners for Deadline and Status Calculation
Supported APIs for Activity Calculation
Custom Handler Guidelines for Status and Deadline Calculation
Customizing Health Status Icon Display
Writing Custom Plan Attributes Algorithms for Members of the Variant Baseline
Registered Event Listeners for Deadline and Health Status Calculation for Variant Baseline Member Link
Supported APIs for Deadline and Health Status Calculation
Creating Custom Algorithms for Deadline and Health Status
Configuring Automatic Deadline Calculation
Set the Deadline Mode
Construct a Deadline Algorithm for Individual Activities
Construct a Deadline Algorithm for Summary Activities
Configuring Automatic Status Calculation
Set the Status Mode
Construct a Status Algorithm for Individual Activities
Construct a Status Algorithm for Summary Activities
Customizing Action Item Attributes
Customizations for PDM
Customizing the HTML Client Object Selection Page
Customizing the HTML Search
Customizing Auto Associate
Using and Modifying the AutoAssociatePartFinderCreator Interface
Modifying the Implementation to Search for Customized Parts or Custom Parts
Controlling the Associations Formed by Auto Associate
Controlling the Creation of Parts by Auto Associate
Auto Associate Example
Enabling Support for Custom Parts
Customizing the Parameters in the Download Service
Reservation Service
Reservation Service APIs
Using the Reservation Service
Using the Reservation Client Tools
Adding the Undo Reservation Action to a Menu
Data Exchange using Standards in Windchill
STEP Data Exchange using EXPRESS
STEP Foundation
Introduction to EXPRESS
DTD — EXPRESS Schema Conversion
EXPRESS-X Mapping
STEP Import and Export Process
AP214 Object Mapping
Business Field Mapping
EDM Installation and Configuration
Multiformat Properties
Configuring STEP Based Data Exchange
EDM Database Tuning
EXPRESS Customizations
Updating Existing Converters
Add a New Converter
Writing an Export Converter
Writing an Import Converter
Configuring the EDM Database
Adding a New Project / Adding a New Protocol
Advanced Customization — Implementing Post and Pre Converters
EXPRESS Tools
EXPRESS Schema Generator
EXPRESS Database Tools
Create EDM Database
Load Schema
Load EXPRESS Schema
Load Conversion (EXPRESS-X) Schema
Load Query Schema
Delete Schema
Load Model
Mapping Information
DTD to EXPRESS Mapping
IBA Mapping
WTDocument Mapping
EPMDocument Mapping
WTPart Mapping
Representation Mapping
WTPartUsageLink
EPMReferenceLink
EPMMemberLink
Log Levels
Configuring Metadata Mapping
Tools Required
Identify Metadata to be Mapped
Establish a Source system to define the mapping rules
Enabling Collaboration Source ID
Configuring the Mapping Definitions
Populate Preference Definition
Populating Multi-Value Preference Instances
Configuration and Preference Instances – Examples
Deleting Preference Definitions
Enabling the use of Metadata Mapping
Default Value Provisioning for the Metadata
Logging
Customizing Mapping Behavior
AP214 AIM Mapping
Sample Mapping Name Patterns
Alias Mapping
Value Reference Mapping
Element Mapping
Windchill Elements and Attribute Mapping for Supported Windchill Objects
AP242 XPX Mapping Guide
Mapping Table for AP242 to Windchill EXPRESS Entities
Model Attributes Mapping
String Mapping
Business Fields String Mapping
Business Fields Numerical Mapping
Organization Mapping Table
Identifier Mapping Table
EPMDocument
WTDocument
WTPart
WTPartUsageLink and Occurrence
EPMMemberLink
WTPartDescribeLink
WTPartReferenceLink
Business Fields
Mapping Table for Import of AP242 (non-Windchill data) to Windchill EXPRESS Entities
Model Attributes Mapping
LocalId and Ufid Generation for Associations
WTPartUsageLink and Occurrence
EPMMemberLink
WTPartDescribeLink
WTPartReferenceLink
WTDocument
WTPart
EPMDocument
Content Item
Choice
ChoiceConstraint (Exclude Rule)
ChoiceEnable (Enable Rule)
ChoiceMapping (Include Rule)
OptionChoiceMasterLink
OptionSet
OptionSetMemberLink
Registered Option
Registered Option Set Link
ChoiceMappableChoiceLink
ChoiceRule (Conditional Rule)
IndependentAssignedExpression
OptionSetChoiceRuleLink
RuleMemberActionLink
Assigned Expression
ExpressionMemberLink
ExpressionData (creating expression JSON from condition entity)
WTDatedEffectivity
ProductSerialNumberEffectivity
Implementing Templates
Function Categories
Create Functions
PLCS Data Exchange
PLCS / AP239 Mapping Implementation
Windchill to PLCS Template Mapping
STEP and PLM Export Import
Windchill Workgroup Manager Customization
Custom Windchill Workgroup Manager Requests
Creating the Windchill Server-side Customization
Registering a Custom Service
Pre Operation Customization Hooks for PDM Actions
CAD Document Structure Publishing to Other Systems
CAD Document Structure Publishing to Other Systems
Process Overview for Publishing CAD Document Structures to Other Systems
ThingWorx
Adding a ThingWorx Mashup to Windchill
Find the Action Model to Update
Creating a new ThingWorx Action in the Model
Troubleshooting
ThingWorx Clickjack Support
Deploying Arbortext Customizations
Anonymous Arbortext Access
Customizing Effectivities
Customizing Effectivity Range Separator
Customizing Configuration Specifications and Filters
Creating Custom Configuration Specifications
Using MultiValued Attributes in Customizing Configuration Specifications
Creating Object Reference Picker in Custom Configuration Specification
Customizing Logic to Determine the Default Configuration Specifications
Creating a Custom Filter
Creating a Custom Navigation Criteria Filter
Identified Business Classes
Customizing Part Structure Browser
Customizing Part Structure Browser Actions Toolbar
Adding a Custom Auto-Suggest Search Widget Component
Displaying Custom Tables in PSB
Adding a Customized Basic Expression Renderer
Customizing MPMLink
Configuration to display default value set for MPMtooling category attribute in Windchill
Custom Data Utility for Identifying Supplier Parts in BOM Transformer
Customizing Report Template to Search for Part
Customizing MPMLink Advanced Lifecycle Management with Object Initialization Rules
Configuring Discrepancy Types and Supporting Interfaces
Solution
Procedure
Configuring and Customizing Automatic BOM Transformation
Solution
Procedure
Customizing Flexible Assembly Discrepancy Search
Solution
Procedure
Customizing Change Number Criteria
Customizing Part Attributes and Usage Attributes Criteria
Customizing Occurrence Attributes Criteria
Customizing Automatic Creation of Standard Control Characteristics When the CAD Model Is Checked in With the Annotations Designated as Control Characteristics
Customizing Consumption Discrepancy Search
Customizing the Comparison Mechanism
Comparing Current Revision of a Smart Collection with a Previous Revision
Configuring Custom Tabs in BOM Transformer
Solution
Procedure
Configuring Equivalence Network Delegate
Solution
Procedure
Configuring Export Report Delegates
Solution
Procedure
Customizing Change Object Search
Solution
Procedure
Configuring Search Delegate for Object Reference Attributes
Solution
Procedure
Configuring Save Delegate for Object Reference Attributes
Solution
Procedure
Generating Assembly Representations Using Scheduler
Generating QuickView Thumbnails Using Scheduler
Sample Publish Rules
Customizing Publish Jobs for Generating Assembly Representations and QuickView Thumbnails
Configuring Scheduler Jobs For Generating Assembly Representations and QuickView Thumbnails
APIs for Custom Configuration
Configuring QuickView for Structure Transformation Actions
Customizing Work Instructions
JSPs Used in Work Instructions
Info*Engine Tasks Used in Work Instructions
Work Instruction Properties
Work Instruction Customizations
Customizing MPMLink Browsers
Configuring Browser Tab Visibility
Show related Smart Collections on Part info page
Add Custom Parameters in the BOM Transformer URL Address
Merging Filter Criteria with Smart Collection in BOM Transformer
Adding Action Icons to Associative Structure Browsers
Customizing Associative Structure Browser Object Transform Defaults
Customizing Associative Structure Browser Object View Defaults
Launching JSP-Based Custom Pages
Customizing Quality Management
Customizing Regulatory Submissions
Regulatory Submission Processor Interface
Attribute Populators for New Regulatory Submissions
Attribute Populators for New Revisions of Regulatory Submissions
Developing an Alternate Editing User Interface
Developing a Report
Developing a Clean Transmission Content Processor
Developing a Submission Processor
Developing a Payload
Developing an Acknowledgement Interpreter
Developing a Completion Processor
Developing an Expiration Processor
Developing a Cancellation Processor
Regulatory Transmission Delegate Interface
Using the Simulate Transmission Delegate
Using the Directory File Drop Transmission Delegate
Using the Azure File Drop Transmission Delegate
Additional Regulatory Submission Customizations
Customizing Configurable Links
Customizing UDI Super Sets
Attribute Populators for New UDI Super Sets
Services and Infrastructure Customization
System Generation
Modeling Business Objects
Creating New Tablespaces
Enumerated Types
The EnumeratedType Class
Creating an EnumeratedType Subclass
Editing the Resource Info for an Enumerated Type
Localizing an Enumerated Type
Extending an Enumerated Type
The Enumerated Type Customization Utility
GUI Usage of an Enumerated Type
External Enumerated Value Lists
Customizing LDAP Attributes
Customizing LDAP Mapped Attributes in a User Information Page
Customizing LDAP Mapped Attributes in a Group Information Page
System Configuration Collector Plugin
Creating a System Configuration Collector Plugin
Customizing Modeled Elements
Customizing Column Lengths
Creating Non-Modeled Services for Listening
Create a Service Interface
Create a Standard Service Class
Compile
Register the New Service
Restart the Method Server
Developing Server Logic
Service Management
Service Event Management
Implementing Business Data Types
Lightweight Services
Customizing service.properties
Windchill Multi-object Operations
Windchill Design Patterns
The Object Reference Design Pattern
The Business Service Design Pattern
The Master-iteration Design Pattern
The Enterprise Layer
Change Abstractions
Change Item Classes
Associations with Product Information
Change Item Modeling Approach
Change Items Classes
Change issue
Change Request
Change Investigation
Change Proposal
Analysis Activity
Change Order
Change Activity
Change Item Attribute Descriptions
Enterprise Abstractions
Simple Business Class
Folder Resident Business Class
Managed Business Class
Revision Controlled Business Class
Iterated Folder Resident Business Class
Cabinet Managed Business Class
Document Abstractions
Part Abstractions
Change Abstractions
Persistence Management
Persistence Datastore Sequence Customization
Advanced Query Capabilities
QuerySpec
Descendant Query Attribute
Single Column Expression in SELECT Clause
Table Expression in FROM Clause
Expression in WHERE Clause
Bind Parameters
Query Limit
SearchCondition
Import Export Framework
How to Write an IX Application
How to Write Exp/Imp Handlers
Navigating Through an Object’s Structure with ObjectSet Application
Product Design eXchange (PDX) Support for Export
Adding Export Functionality in the Project Plan Table
Using Extension Functions in XSL for Import or Export Management
Evolvable Classes
General Externalization Guidelines
Hand-coded Externalization Guidelines
Migration Guidelines for Classes with Hand-coded Externalization
Examples of Generated Externalization Code for Evolvable Classes
Example of Version/UID Mapping Table
Example of Generated Constants
Example of a writeExternal Method
Example of a readVersion Method
Example of a readVersion<EXTERNALIZATION_VERSION_UID> Method
Example of a readOldVersion Method
Creating Large Objects (LOBs)
Modeling Large Objects
DDL Generation
Reading and Writing LOBs
Small BLOBs
Inline BLOBs
Example
Customizing Data Formats
Adding and Updating Data Formats for Content Holders
Adding Data Formats
Updating Data Formats
Listing Available Data Formats
Renaming a Data Format
Deleting a Data Format
Customizing Encryption Filter for Content Download
Encryption Filter
Configuration and Deployment
Implementation Guidelines
Info*Engine User’s Guide
Info*Engine Architecture
Identifying Basic Configurations
Interacting with Info*Engine
Managing the Execution of Info*Engine Tasks
Requesting Task Execution through a TCP/IP Connection
Implementing Events That Execute Tasks
Queuing Tasks for Execution
Starting and Locating Info*Engine Components
Setting Up Connections Through Adapters
Using In-Process Adapters and Gateways
Using Out-of-Process Adapters and Gateways
Info*Engine Data Management
Info*Engine Data Management Concepts
Task Webject Reference
Managing and Manipulating Groups with Info*Engine
Context Groups
Dynamic Parameter Value Substitution
Uploading and Downloading BLOBs
Example Federated Search for Parts
Info*Engine JSP Pages
Specifying URIs and URLs
Info*Engine Custom Tags and JSP Pages
Adapter Webjects and JSP Pages
Task Webjects and JSP Pages
Display Webjects and JSP Pages
Multiple Webject Execution
Success and Failure Processing for Webjects
Catching Exceptions
Info*Engine Tasks
Authoring Info*Engine Tasks
Scriptlets
Using the Info*Engine Task Editor
Understanding XML Output for Info*Engine Groups
Nesting Tasks
Info*Engine Packages
Providing LDAP Directory Information
Using the Info*Engine Package Manager
Credentials Mapping
Credentials Mapping for Adapters
Credentials Mapping for MOMs
Custom Tag Libraries
Expression Language Support
Custom Webjects
Creating an External Custom Webject
Web Services Framework
Using Info*Engine Web Services Tooling
Understanding the Security Requirements
Writing an Info*Engine-based Web Service
Writing a Java-based Web Service Client
Writing a Java-based Web Service
Using the Web Service Deployment Build Script
Using SOAP Attachments
Consuming External Services from Windchill
Web Service Examples
Username Authentication with Symmetric Keys Example
SOAP Services
Info*Engine Task Invocation with SOAP
Fetching Groups in the INFOENGINE_COLLECTION from the SOAP Request
Info*Engine Java EE Connector
Example Standalone Java SOAP Client
Server Access Kit
Example SAK Application
Info*Engine Custom Tag Reference
Expressions
Declarations
Directives
Info*Engine Tags
Supplied Library Tags (JSTL)
Directory Library Tags
Core Library Tags
Supplied Library Tags (Logging)
Supplied Library Tags (XSL)
Display Webject Reference
Image Webjects for JPEG
Bar-Graph
Line-Graph
Pie-Chart
Administrative Webjects
Group Webjects
Management Webjects
Message Webjects
Web Event Service Webjects
Info*Engine Implementation
About the Configuration Process
Configuring Adapters and Gateways
Configuring Info*Engine Capabilities
Configuring for Load Balancing and Failures
Windchill Adapter
Info*Engine
Identifying Basic Components
Setting Up Connections Through the Windchill Adapter
Interacting with Info*Engine
Windchill Adapter Webjects and Info*Engine
Managing the Execution of Info*Engine Tasks
Interacting with the Naming Service
Installing the Windchill Adapter
Configuring the Windchill Adapter
Configuring Windchill Adapter Logging
Using Windchill Adapter Webjects
Specifying the TYPE and WHERE Parameters
Specifying Contexts
Naming the Adapter in INSTANCE Parameters
Windchill Adapter Examples
Windchill Adapter Webject Library
Adapter Webjects Overview
Action Webjects
Add-ContentItems
Apply-Service
Change-Identity
CheckIn-Objects
CheckOut-Objects
Commit-Transaction
Create-Links
Create-Objects
Create-TypeInstance
Delete-ContentItems
Delete-Objects
Emit-Event
End-Session
Move-Objects
Purge-Cache
Revise-Objects
Rollback-Transaction
Start-Session
Start-Transaction
Start-Workflow
Subscribe-Objects
Undo-Checkout
Unsubscribe-Objects
Update-Objects
Query Webjects
All-Versions
Describe-Attributes
Expand-References
Generate-Report
Get-ContentItems
Get-IconURL
Get-LifeCycles
Get-Properties
Indexed-Search
Iteration-History
LifeCycle-History
List-ContentItems
List-FolderContents
Query-Links
Query-Master
Query-Objects
Query-Tree
Query-Type-Tree
Search-Objects
Validate-User
Version-History
Custom Windchill Adapter Webjects
Implementing Custom Windchill Adapter Webjects
Hello-World Example
Type-Based Webject Delegate Example
About the wt.adapter.delegates.properties File
Info*Engine Java Adapter Development
About the JADK
New Development Considerations
Communication with Windchill Development
Developing an Adapter Using the JADK
Writing Custom Adapter Webjects
Running the Adapter
JADK Classes and Interfaces
JADK Structures and APIs
Webject Naming Conventions
Windchill ESI Customization
ERP Connector Customization
Customization Areas
Windchill ESI Services Customizations
Modifying Windchill ESI Preferences
Background
Procedure
Example: Preference Change
Modify the ESI Response Meta Information File
Create/Modify XML Schema
Extend Windchill ESI Java Code
Background
Procedure
Example: Adding an Attribute to <Part> by Extending the Renderer
Create RPC Classes and Methods
Modify BOM Difference APIs
Product Structure Differences
Document Attachment Differences
Transaction Management and Error Handling
Background
ERP Connector Customizations
Extend ERP Connector Distribution Targets
Internationalization (I18N) & Localization (L10N)
Windchill Customizations
Attribute Length
Windchill ESI Services Modules
Windchill ESI Mapper
Mapper Classes
ESIMapManager
ESIMap
ESIMapper
Mapper Class Collaboration
Group and Map Information Classes
ESIGroupInfo
ESIGroupInfoManager
ESIMapInfo
Customization Points
VDB Builder
Classes
Customization Points
Distribution Targets
Distribution Target Classes
Establishing Distribution Target Assignment Classes
Distribution Target Assignment Determination Classes
Automatic Distribution Target Assignment
Distribution Target Assignment Validation
GUI Support
Info*Engine Tasks
Customization Points
Configuring ESI for Setting Destination ID and Target ID in ESI Response
Transaction Management
Creating Publishing History Objects
Classes
GUI Support
GetHistory Support
Info*Engine Tasks
Customization Points
Publishing CNs
CN Relationships
Publish CN
Change Orders as Added ones
Classes
Customization Points
Publishing BOMs
Overview
BOM Classes
Publishing BOMs with Made From Set Objects
Customization Points
Publishing Parts
Overview
Classes
Customization Points
Publishing Documents
Part and Document Relationships
Publish Document
Determining Which Documents to Publish
Classes
Output Format
Customization Points
Publishing Process Plans
Overview
Process Plan Classes
Customization Points
Publishing Production Version
Classes
Customization Points
Publishing Operations
Overview
Operation Classes
Customization Points
Publishing Resources
Overview
Resource Classes
Customization Points
Publishing Promotion Requests
Overview
Promotion Request Classes
Customization Points
Publishing Option Sets
Overview
Option Set Classes
Customization Points
Windchill ESI Windchill Service
Classes
Customization Points
Effectivity Handling
Windchill Effectivity Service
Windchill ESI Services
Classes
Customization Points
Alternate Item Group Handling
Background
Classes
Creating and Deleting AlternateItemGroup Objects
Publishing a Part Structure having one or more Co-produce Objects
Overview
Co-produce Classes
Customization Points
Publishing Smart Collection Objects
Overview
Smart Collection Classes
Customization Points
ERP Connector Customization Options
Background
Transaction Management
ERP Connector Customization Examples
Distribution Target Examples
Using a JMS queue as a distribution target
Delivering a .csv file to a file type distribution target
Sending e-mail to a group alias after uploading the response data to an FTP server
Windchill ESI Services Customization Scenarios
Functional Overview
Customization Examples
Sample I*E task that delivers the ESI response to a JMS queue
ERP Connector Response Schema
ESI Response Meta Information
ESI—Related Terms
Windchill ESI Customization—SAP
Customization Areas
Windchill ESI Services Customizations
Modifying Windchill ESI Preferences
Modify the ESI Response Meta Information File
Create/Modify XML Schema
Extend Windchill ESI Java Code
Create RPC Classes and Methods
Modify BOM Difference APIs
Transaction Management and Error Handling
EAI Software Components Customizations
XML (eXtensible Markup Language) Schemas
Common Business Object (CBO)
Business logic in BusinessWorks
SAP API descriptions and characterization
SAP API Response Characterization
SAP API Response Characterization
SAP API Response Characterization
SAP API Response Characterization
SAP API Response Characterization
Internationalization (I18N) & Localization (L10N)
Windchill Customizations
Attribute Length
Windchill ESI Services Modules
Windchill ESI Mapper
Mapper Classes
Group and Map Information Classes
Customization Points
VDB Builder
Classes
Customization Points
Distribution Targets
Distribution Target Classes
Establishing Distribution Target Assignment Classes
Distribution Target Assignment Determination Classes
Automatic Distribution Target Assignment
Distribution Target Assignment Validation
GUI Support
Customization Points
Transaction Management
Creating Publishing History Objects
Classes
GUI Support
GetHistory Support
Info*Engine Tasks
Customization Points
Publishing CNs
CN Relationships
Publish CN
Change Orders as Added ones
Classes
Customization Points
Publishing BOMs
Overview
BOM Classes
Publishing BOMs with Made From Set Objects
Customization Points
Publishing Parts
Overview
Classes
Customization Points
Publishing Documents
Part and Document Relationships
Publish Document
Determining Which Documents to Publish
Classes
Output Format
Customization Points
Publishing Process Plans
Overview
Process Plan Classes
Customization Points
Publishing Operations
Overview
Operation Classes
Customization Points
Publishing Resources
Overview
Resource Classes
Customization Points
Publishing Promotion Requests
Overview
Promotion Request Classes
Customization Points
Windchill ESI Windchill Services
Classes
Info*Engine Tasks
Customization Points
Effectivity Handling
Windchill Effectivity Service
Windchill ESI Services
Classes
Customization Points
Alternate Item Group Handling
Background
Classes
Creating and Deleting AlternateItemGroup Objects
Viewing ERP Part Information
Background
Web Service
Info*Engine Task
Customization Points
Publishing Option Sets
Overview
Option Set Classes
Customization Points
Publishing Smart Collection Objects
Overview
Smart Collection Classes
Customization Points
Publishing a Part Structure having one or more Co-produce Objects
Overview
Co-produce Classes
Customization Points
EAI Software Components Naming Standards
Overall Naming Governance
XML Naming
Schema Naming
Tag Naming
TIBCO BusinessWorks Naming
Shared Resources
Adapter Configuration
Process Definitions
Groups
Branches
Activities (Tasks)
Code-Level Naming
Global Variables
Constants
Methods (Functions)
Classes
Repository Naming
Primary Builds
Working Repositories
EAI Windchill Simulation Module
Overview
Purpose
What is Simulated
Logical Flow
Users Guide
Repository Configuration
JMS Configuration
Setting up Data and File Structure
XML Files
Configuration and Global Variables
Logging and Tracing
Running the EAI Windchill Simulation Module
How to Simulate a Windchill Release and Trigger the Windchill ESI Process
Troubleshooting
Technical Design
JMS Configuration
Stub_ ESIResponse_Publish_PD
Stub_Result_ResultResponse_PD
Windchill Simulation Module Appendix
Sample XML Files
Windchill ESI Response:
ESIResultResponse
SAP Readiness Validation Process
Overview
Purpose
How It Works
Benefits
Required Skills
The Six Steps
Step 1: Complete the Configuration Checklist
Step 2: Test TIBCO Adapter for SAP Connectivity with SAP
Step 3: Validate SAP API Structures
Step 4: Validate API Atomic Functionality Inside SAP
Step 5: Validate API Molecular Functionality Inside SAP
Step 6: Validate API Molecular Functionality Outside SAP
SAP Readiness Validator Technical Design
Rendezvous Configuration
Business Function Test Scenario Process Definitions
Logging_Service Process Definition
Windchill ESI Best Practices
Examples — Windchill to SAP
Publish Costing Information from Windchill to SAP
Middleware customization to support multiple type/soft type extensions
Middleware Customization to Support Plant Specific Attributes
Windchill ESI Services Customization Scenarios
Functional Overview
Customization Examples
Migrating TIBCO project to work with TIBCO SAP Adapter 7.3
Steps:
EAI Customization support for MPMLink objects
A) Operation’s time as per the work center configuration.
B) Mapping customized Windchill MPMLink data
ESI Response Meta Information
Avoiding TIBCO Standard Checkpoint Activities
Publish Enterprise Data to SAP
Tibco Project Changes
How to run this example:
Adding Attribute to Enterprise Data
Add Safety Stock attribute in Common Enterprise Data
Modify ESI Response Meta Info file to render newly added attribute
Tibco Project Changes
How to run this example:
Related Terms
Application Programming Interface (API)
Architecture
Enterprise Systems Integration
Windchill ESI Customization—Oracle Applications
Customization Areas
Windchill ESI Services Customizations
Modifying Windchill ESI Preferences
Modify the ESI Response Meta Information File
Create/Modify XML Schema
Extend Windchill ESI Java Code
Create RPC Classes and Methods
Modify BOM Difference APIs
Transaction Management and Error Handling
EAI Software Components Customizations
XML (eXtensible Markup Language) Schemas
Common Business Object (CBO)
Business logic in BusinessWorks
Oracle Applications API Descriptions
Oracle Applications API Response Characterization
Windchill Customizations
Attribute Length
Windchill ESI Services Modules
Windchill ESI Mapper
Mapper Classes
Group and Map Information Classes
Customization Points
VDB Builder
Classes
Customization Points
Distribution Targets
Distribution Target Classes
Establishing Distribution Target Assignment Classes
Distribution Target Assignment Determination Classes
Automatic Distribution Target Assignment
Distribution Target Assignment Validation
GUI Support
Customization Points
Transaction Management
Creating Publishing History Objects
Classes
GUI Support
GetHistory Support
Info*Engine Tasks
Customization Points
Publishing CNs
CN Relationships
Publish CN
Change Orders as Added ones
Classes
Customization Points
Publishing BOMs
Overview
BOM Classes
Customization Points
Publishing Parts
Overview
Classes
Customization Points
Publishing Documents
Part and Document Relationships
Publish Document
Determining Which Documents to Publish
Classes
Output Format
Customization Points
Publishing Process Plans
Overview
Process Plan Classes
Customization Points
Publishing Operations
Overview
Operation Classes
Customization Points
Publishing Resources
Overview
Resource Classes
Customization Points
Publishing Promotion Requests
Overview
Promotion Request Classes
Customization Points
Windchill ESI Windchill Services
Classes
Info*Engine Tasks
Customization Points
Effectivity Handling
Windchill Effectivity Service
Windchill ESI Services
Classes
Customization Points
Alternate Item Group Handling
Background
Classes
Creating and Deleting AlternateItemGroup Objects
Viewing ERP Part Information
Background
Web Service
Info*Engine Task
Customization Points
Publishing Option Sets
Overview
Option Set Classes
Customization Points
Publishing Smart Collection Objects
Overview
Smart Collection Classes
Customization Points
Publishing a Part Structure having one or more Co-produce Objects
Overview
Co-produce Classes
Customization Points
EAI Software Components Naming Standards
Overall Naming Governance
XML Naming
Schema Naming
Tag Naming
TIBCO BusinessWorks Naming
Shared Resources
Adapter Configurations
Process Definitions
Groups
Branches
Activities (Tasks)
Code-Level Naming
Global Variables
Constants
Methods (Functions)
Classes
Repository Naming
Primary Builds
Working Repositories
EAI Windchill Simulation Module
Overview
Purpose
What is Simulated
Logical Flow
Users Guide
Repository Configuration
JMS Configuration
Setting up Data and File Structure
XML Files
Configuration and Global Variables
Logging and Tracing
Running the EAI Windchill Simulation Module
How to Simulate a Windchill Release and Trigger the Windchill ESI Process
Troubleshooting
Technical Design
JMS Configuration
Stub_ESIResponse_Publish_PD
Stub_Result_ResultResponse_PD
Windchill Simulation Module Appendix
Sample XML Files
Windchill ESI Response:
ESIResultResponse
Testing Oracle Apps API without using ESI and TIBCO
Windchill ESI Best Practices
Middleware Customization Examples:
Overview:
Convert .dat to multi file project
Checking the environment
Example 1: Publishing Soft type extensions of “wtPart”
Example 2: Publishing View specific Data
Customization Steps
ESI Response Schema changes
CBO Schema changes
CBO mapping
Map to ERP API
Lookup properties
Testing the customized project using WNC simulation
Example 3: How to configure for different BOM usage or BOM type for a given assembly
In Object centric mode where the BOM is published without an ECN
In ECN centric mode where BOMs needs to be published using ECN (ECO in Oracle Apps)
Customization Examples
Steps:
Windchill ESI Services Customization Scenarios
Migrating customizations from TIBCO BW2.x to BW5.x
Migrating Existing TIBCO project to be compatible with ActiveMatrix Adapter for Database version 7.3
Adding Attributes to Enterprise Data Overview
Use cases
Related Terms
Windchill REST Services
Windchill REST Services Overview
REST
OData
Windchill REST Services
Best Practices for Improving Windchill REST Services Performance
Windchill REST Services Framework Capabilities
Overview
Support for OData
OData Services as Domains
Entity Data Model of a Domain
Versioning of the OData Domains
OData Primitives
Windchill REST Services OData Properties
Support for EDM Enum Type
Processing of Secure Information
Asynchronous Request Processing Capabilities in WRS
OData Query Parameters
Examples for OData Query Parameters
Support for $filter on Navigation Properties
Support for $orderby on Navigation Properties
Using the isof Type Checking Function in $filter Expressions
Local Time Zone Preferences
OData Prefer Headers
Support for Entity References
PTC Annotations
API Catalog for Windchill REST Services Endpoints
Developer Documents for Windchill REST Services
Processing HTTP Requests for OData URLs
Domain Configuration
Configuration Paths and Files
Configuring a Domain
Domain JSON File
Import JSON File
Versioning of the Domain API
Configuring Unbound Functions
Configuring Unbound Actions
Configuring Entities in a Domain
Basic Information for Configuring Entities
Configuring Structural Properties
Configuring Navigation Properties
Configuring Bound Functions
Configuring Bound Actions
Inheriting Windchill Capabilities
Versions of Inherited Delegates
Naming Convention for Subtypes
Excluding Subtypes of Enabled Windchill Types
Configuring Domain Specific Links
Disabling Entity Set for an Entity in the Service Document
Processing Batch Requests
Examples for Batch Requests
Support for Windchill Measurement System Preferences
Getting Information About Windchill Constraints
Getting Information About Windchill Life Cycle States
Set the Life Cycle State of an Entity
Function to Get the Value of Nonce Token
Retrieving the Latest Version of an Entity
Logging for Windchill REST Services
Windchill REST Services Properties
Windchill REST Services Domain Capabilities
PTC Domains
Overview
PTC Business Administrative Change Management Domain
Actions Available in the BACMgmt Domain
Functions Available in the BACMgmt Domain
PTC BOM Transformation Domain
Actions Available in the BOM Transformation Domain
Actions Available in the BOM Transformation Domain for Creating or Updating Downstream BOMs
GetExistingDownstreamObjects
CreateEquivalenceLinks
UpdateToCurrentUpstreamEquivalents
RemoveEquivalenceLinks
CreateEquivalenceUsageLinks
DetectDiscrepancies
ResolveDiscrepancies
DetectAndResolveDiscrepancies
NewDownstreamPart
NewDownstreamBranch
NewDownstreamAlternate
SubcontractToPlants
Assemble
SplitAssemble
GenerateDownstreamStructure
GenerateDownstreamStructureFromTemplate
PasteAsIs
PasteAsNewPart
PasteAsNewBranch
PasteSpecial
PTC CAD Document Management Domain
Actions Available in the PTC CAD Document Management Domain
Functions Available in the PTC CAD Document Management Domain
PTC Change Management Domain
PTC Classification Structure Domain
Functions Available in the PTC Classification Structure Domain
PTC Common Domain
Actions Available in the PTC Common Domain
Functions Available in the PTC Common Domain
PTC Data Administration Domain
PTC Document Management Domain
Actions Available in the PTC Document Management Domain
PTC Dynamic Document Management Domain
PTC Effectivity Management Domain
PTC Enterprise Systems Integration Domain
Actions Available in the PTC Enterprise Systems Integration Domain
PTC Event Management Domain
Function Available in the PTC Event Management Domain
PTC Factory Domain
PTC Info*Engine System Domain
PTC Manufacturing Process Management Domain
Actions Available in the PTC Manufacturing Process Management Domain
Functions Available in the PTC Manufacturing Process Management Domain
PTC Navigation Criteria Domain
PTC Parts List Management Domain
PTC Principal Management Domain
PTC Product Management Domain
Actions Available in the PTC Product Management Domain
Functions Available in the PTC Product Management Domain
PTC Product Platform Management Domain
Actions Available in the PTC Product Platform Management Domain
Functions Available in the PTC Product Platform Management Domain
PTC Quality Domains
PTC Audit Domain
PTC CAPA Domain
PTC Customer Experience Management Domain
PTC Nonconformance Domain
PTC Quality Management System Domain
PTC Regulatory Master Domain
Actions Available in the PTC Regulatory Master Domain
Functions Available in the PTC Regulatory Master Domain
PTC Reporting Domain
PTC Saved Search Domain
Functions Available in the PTC Saved Search Domain
PTC Service Information Management Domain
Action Available in the PTC Service Information Management Domain
PTC Supplier Management Domain
PTC UDI Domain
Actions Available in the PTC UDI Domain
Functions Available in the PTC UDI Domain
PTC View Management Domain
PTC Visualization Domain
Functions Available in the PTC Visualization Domain
PTC Windchill Administration Domain
PTC Workflow Domain
Actions Available in the PTC Workflow Domain
Function Available in the PTC Workflow Domain
PDM Domain
Accessing Domains
Actions Available for Single and Multiple Objects
Common Navigation Properties Available in All the Domains
Examples for Basic REST Operations
Fetching a NONCE Token from a Service
Examples for the PTC Business Administrative Change Management Domain
Previewing Changes
Exporting Changes to a Package
Saving Import Mappings
Importing a Package
Deleting Received BAC Deliveries
Examples for the PTC BOM Transformation Domain
Creating a Department Data Object for a Specific Plant Data Object assigned to a Specific Parts Object
Creating a Department Data Object for Multiple Plant Data Objects assigned to a Specific Parts Object
Creating Multiple Department Data Objects for a Specific Plant Data Object assigned to a Specific Parts Object
Creating Multiple Department Data Objects for Each Plant Data Object in a Set of Parts Objects
Creating a Department Data Object for a Set of Plant Data Objects
Creating Multiple Department Data Objects for a Set of Plant Data Objects
Creating Multiple Department Data Objects for a Specific Plant Data Object
Creating Co-produce Objects with Relevant Links
Adding Secondary Objects to Co-produce Objects
Adding Scrap Parts to Co-produce Objects
Adding Co-produce Usage Links
Creating Made From Sets with Relevant Links
Inserting Made From Parts
Creating Equivalent Links
Creating Equivalent Usage Links
Detecting Discrepancies in the BOM Transformer
Resolving Discrepancies in the BOM Transformer
Detecting and Resolving Discrepancies in the BOM Transformer
Creating a New Downstream Part
Creating a New Downstream Branch
Creating New Downstream Alternates
Subcontracting to Plants
Creating Alternate Assemblies in Downstream View
Creating New Split Assemblies in Downstream View
Resolving Interactive Discrepancies in the BOM Transformer
Generating a Downstream Structure
Generating a Downstream Structure from a Downstream Template
Copying and Pasting As Is in the BOM Transformer
Copying and Pasting As New Part in the BOM Transformer
Copying and Pasting As New Branch in the BOM Transformer
Copying and Pasting Using Paste Special
Retrieving Components in Manufacturing BOM
Retrieving Existing Downstream Objects
Retrieving Department Data Objects
Retrieving a Specific Department Data Object
Retrieving a Collection of Department Data Objects
Retrieving Department Data Objects for a Collection of Parts Objects
Retrieving Department Data Objects for a Collection of Parts Objects with Inline Navigation Criteria
Retrieving Department Data Objects for a Collection of Plant Data Objects
Retrieving Department Data Objects for a Collection of Plant Data Objects with Inline Navigation Criteria
Retrieving a Specific Extended Data Object
Retrieving Specific Types of Extended Data Objects
Retrieving Versions of Extended Data Objects
Retrieving Revisions of Extended Data Objects
Retrieving Extended Data Objects for Parts
Retrieving Multiple Extended Data Objects
Retrieving the Equivalence Network for Parts
Retrieving Made From Part Information for a Collection of Parts
Retrieving Made From Parts for a Collection of Made From Sets
Retrieving Co-produce Objects
Retrieving Extended Data for Co-produce Objects
Retrieving Co-produce Usage Links
Retrieving Co-produce Data
Retrieving Co-produce Information for a Collection of Finished Parts
Retrieving Made From Set Objects
Retrieving Extended Data for Made From Set Objects
Retrieving Made From Set Information for a Collection of Finished Parts
Retrieving Effectivities for an Extended Data Object
Retrieving Effectivities for a Department Data Object
Navigating to Pending Effectivities on Raw Material Links for a Made From Set
Retrieving Product Effectivities for a Co-produce Object
Retrieving Product Effectivities for a Made From Set Object
Updating the Common Attributes of Department Data
Updating Multiple Department Data Objects
Updating the Common Attributes of Extended Data
Updating Multiple Extended Data Objects
Updating Multiple Co-produce Objects
Updating Secondary Co-produce Links
Updating Co-produce Structure
Updating Co-produce Usage Links
Updating Multiple Made From Sets
Replacing Made From Parts with Other Made From Parts
Updating Product Effectivities for a Co-produce Object
Updating Product Effectivities for a Department Data Object
Updating Product Effectivities for an Extended Data Object
Updating Product Effectivities for a Made From Set Object
Assigning Plants for a Set of Parts
Updating Equivalent Links in the Downstream Structure
Reading/Creating/Updating Object Reference Type Attributes
Removing Department Data Associated with Plant Data
Removing Plant Data Associated with Part
Removing Multiple Made From Associations
Removing Multiple Primary Co-produce Associations
Removing Multiple Secondary Co-produce Associations
Removing Co-produce Usage Links
Removing Multiple Made From Set Associations
Removing Equivalent Links
Deleting a Specific Co-produce Object
Deleting Multiple Co-produce Objects
Deleting a Specific Made From Set Object
Deleting Multiple Made From Set Objects
Deleting Product Effectivities for a Co-produce Object
Deleting Product Effectivities for a Department Data Object
Deleting Product Effectivities for an Extended Data Object
Deleting Product Effectivities for a Made From Set Object
Checking in/Checking Out/Revising/Changing the State of Department Data Objects
Checking in/Checking Out/Revising/Changing the State of Extended Data Objects
Checking in/Checking Out/Revising/Changing the State of Co-produce Objects
Checking in/Checking Out/Revising/Changing the State of Made From Sets
Examples for the PTC CAD Document Management Domain
Retrieving a Specific CAD Document
Retrieving a Specific CAD Document with Expanded Navigation
Retrieving Related Parts Information for a Specific CAD Document
Retrieving References Information for a Specific CAD Document
Retrieving Source Information for a Specific Image CAD Document
Retrieving the CAD Document Structure
Retrieving the CAD Structure Using the BOMMembersOnly Parameter
Retrieving the CAD Document Structure Using Path Filters
Retrieving Associations Between a CAD Document and Parts
Retrieving a Dynamic Structure Representation from CAD Documents
Retrieving the Dynamic Structure Representation with QuickView
Navigating from a CAD Document to the Related Drawings
Retrieving the CAD Document Structure Along with Navigating to the Related Drawings
Retrieving the Consolidated Components List for a CAD Document Structure
Querying the CAD Documents Using a Filter
Updating Security Labels for CAD Documents
Examples for the PTC Change Management Domain
Retrieving Problem Reports
Retrieving Variances
Retrieving Variances Along with Variance Owners Information
Retrieving Change Requests
Retrieving Change Notices
Retrieving Change Tasks
Reserving a Change Object
Unreserving a Change Object
Retrieving the Process Links for Change Objects
Retrieving Process Links for a Specific Change Object
Retrieving the Process Objects for Change Objects
Retrieving Process Objects for a Specific Change Object
Retrieving the Reference Objects for Change Objects
Retrieving Reference Objects for a Specific Change Object
Retrieving the Reference Links for Change Objects
Retrieving Reference Links for a Specific Change Object
Retrieving the Affected Links
Retrieving the AffectedByLinks
Retrieving the Affected Objects
Retrieving the AffectedBy Objects
Retrieving the Affected Links and Affected Objects
Retrieving Affected Object links for a Change Issue
Retrieving Affected Object links for a Change Notice
Retrieving Affected Object Links for a Change Request
Retrieving the Resulting Links
Retrieving the Resulting Objects
Retrieving the Unincorporated Links
Retrieving Pending Effectivities for Resulting Objects
Navigating from Changeables to a Change Notice Using ResultedByChangeObjects
Retrieving and Downloading the Attachments Associated with Change Objects
Creating a Pending Effectivity for a Resulting Object
Creating Standalone Change Issues
Creating a Standalone Change Issue with Affected Objects
Creating a Standalone Change Request
Creating a Standalone Change Request with Affected Objects
Creating a Standalone Change Notice
Creating a Change Notice with Multiple Change Tasks
Creating a Change Task with Affected Objects for an Existing Change Notice
Creating a Change Object Link
Setting Pending Effectivities on Process Plans/Operations/Sequences
Setting Pending Effectivities on Manufacturing Resources
Setting Pending Effectivities on Parts
Modifying a Change Issue
Modifying Attributes for an Affected Object Link for a Change Issue
Modifying a Change Request
Modifying Attributes of an Affected Object Link for a Change Request
Modifying a Change Task
Editing the Sequence of Change Tasks
Updating Attributes on an Affected Object Link for a Change Task
Updating a Pending Effectivity for a Resulting Object
Updating Pending Effectivities for an Effectivity-managed Resulting Object
Deleting Pending Effectivities for an Effectivity-managed Resulting Object
Deleting a Pending Effectivity for a Resulting Object
Deleting Pending Effectivities for Process Plans/Operations/Sequences
Three-Stage Upload of Attachments to a Change Issue
Updating an Attachment on a Change Issue
Deleting an Attachment from a Change Issue
Examples for the PTC Data Administration Domain
Create a Folder and Subfolder
Update a Folder
Delete a Folder
Retrieving Folder Contents with complete Entity Representation
Retrieving Folder Contents of a Specific Type
Retrieving Folder Contents with some Attributes of a Specific Type
Querying the Containers Using a Filter
Examples for the PTC Document Management Domain
Checking Out a Document
Creating a Document
Creating a Document in a Different Organization
Creating a Classified Document
Creating Multiple Documents
Retrieving the Document Structure
Retrieving the Document Structure Using the GetDocStructure Action
Updating a Document
Uploading Content for a Document
Updating Multiple Documents
Updating Security Labels for Multiple Documents
Examples for the PTC Dynamic Document Management Domain
Retrieving Member Links between Dynamic Documents
Creating Member Links Between Dynamic Documents
Deleting Member Links Between Dynamic Documents
Creating a Dynamic Document
Creating Multiple Dynamic Documents
Uploading Content for a Dynamic Document
Examples for the PTC Effectivity Management Domain
Retrieving Effectivity Contexts
Retrieving Effectivities of a Part
Retrieving Block Effectivities of a Part
Retrieving Date Effectivities of a Part
Retrieving Unit Effectivities of a Part
Retrieving Effectivities on an Independent Assigned Expression
Retrieving Effectivities of Specific Objects in a Set of Effectivity-managed Objects
Querying the Effectivity Contexts Using a Filter
Setting Product Effectivities for Process Plans/Operations/Sequences
Examples for the PTC Enterprise Systems Integration Domain
Associating Distribution Targets with Windchill Objects
Retrieving Distribution Targets Associated with Context
Retrieving Distribution Targets Associated with Windchill Objects
Updating Subtransactions and the Transaction
Removing Distribution Targets Associated with Windchill Objects
Examples for the PTC Event Management Domain
Subscribing to an Event of a Windchill Object Instance
Subscribing to an Event of a Windchill Object Type in the Specified Container
Subscribing to an Event of a Windchill Object Type in the Specified Folder
Deleting a Subscription
Examples for the PTC Manufacturing Process Management Domain
Creating Multiple Process Plans
Assigning Security Labels for a Process Plan
Automatically Allocate Parts To an Existing Process Plan From Another Assembly
Creating Multiple Operations for an Operation Holder
Inserting an Operation from Template for an Operation Holder
Creating Multiple Standard Operations
Assigning Security Labels for a Standard Operation
Creating Multiple Sequences for a Sequence Holder
Creating Multiple Standard Control Characteristics
Assigning Security Labels for a Standard CC
Creating Multiple Process Materials
Assigning Security Labels for a Process Material
Creating Multiple Skills
Assigning Security Labels for a Skill
Creating Multiple Tooling Objects
Assigning Security Labels for a Tooling Object
Creating Multiple Work Centers
Assigning Security Labels for a Work Center
Creating Multiple MPMCompatibilityLinks for a Resource
Creating Multiple Resource Uses Links
Creating a Resource Uses Link with Occurrences
Creating Multiple Described By Document Links for a Resource
Creating Multiple References Document Links for a Resource
Adding Multiple EPM Documents to a Resource
Creating Multiple MPMOperationUsageLinks
Creating an MPMStandardProcedureLink
Creating Multiple MPMStandardProcedureLinks
Creating Multiple MPMPartToProcessPlanLinks
Creating Multiple MPMOperationToStandardCCLink Objects
Creating Multiple MPMOperationToOperatedPartLink Objects
Creating Multiple MPMOperationToPartLinks
Creating MPMOperationToPartLinks Using Inline Navigation Criteria
Creating Multiple MPMStandardCCToProcessPlanLinks
Creating Multiple MPMStandardCCToResourceLinks
Creating Multiple MPMStdCCUsageToProcessPlanLink Objects
Creating MPMStandardCCUsageToResourceLink Objects
Creating Multiple MPMSCCOperationToStandardCCLink (Control Characteristic from Product) Objects
Creating Multiple AssociativeToSCCLinks
Creating Multiple MPMDocumentReferenceLinks
Creating Multiple MPMEPMDocumentDescribeLinks
Creating Multiple MPMDocumentDescribeLinks
Creating Multiple MPMStandardCCUsageToDDLinks
Allocating Resources to an Operation
Allocating a Work Center to an Operation
Assigning PartTags on an Operation
Inserting Operations After an Operation
Creating Routing Plans
Creating Localized Operations in a Routing Plan
Retrieving Assigned Usage Expression for a Link
Retrieving StandardCCLinks for an Operation
Retrieving PartToProcessPlanLinks
Retrieving Unallocated AssociativeToSCCLinks
Retrieving MPMCompatibilityLinks and Compatible Resources for a Resource
Navigating to Resources and MPMStandardCCUsageToResourceLink
Navigating to AssociativeToSCCLinks and Standard CCs
Navigating to Standard Procedures and MPMStdCCUsageToProcessPlanLink
Navigating to MPMEPMDocumentDescribeLink
Navigating to Described By Documents Associated with an SCC for an Operation
Navigating to References Documents Associated with an SCC for an Operation
Reading the Bill of Process (BOP)
Reading the Bill of Process (BOP) with Inline Navigation Criteria
Retrieving Operations For a Process Plan Using System Default NCs
Retrieving Illustration-Related Contents from an Operation
Retrieving Document-Related Contents from a Sequence
Retrieving Information of a Specific Process Plan
Retrieving Information of a Specific Operation
Retrieving Information of a Specific Sequence
Retrieving Security Label Information of a Specific Standard CC
Retrieving Information of Manufacturing Resources
Retrieving Information of Consumed Resources via a Specific Operation Object
Retrieving Information of a Specific Process Material
Retrieving Information of a Specific Tooling
Retrieving Information of a Specific Work Center
Retrieving Information of a Specific Skill
Navigating to Resources and Parts in a Resource Structure
Navigating to Described By Documents Associated with a Resource
Navigating to References Documents Associated with a Resource
Navigating to EPM Documents Associated with a Resource
Reading Routing Plans
Reading Routing Plans for Routables with Navigation Criteria
Updating Attributes of Process Plan
Updating Attributes of Operation
Updating Attributes of Sequence
Updating Attributes of Standard Control Characteristic
Updating Attributes of Process Material
Updating Attributes of Skill
Updating Attributes of Tooling
Updating Attributes of Work Center
Updating Security Labels for Multiple Process Plans
Updating Security Labels for Multiple Operations
Updating Security Labels for Multiple Sequences
Updating Security Labels for Multiple Standard Control Characteristics
Updating Security Labels for Multiple Process Materials
Updating Security Labels for Multiple Skills
Updating Security Labels for Multiple Toolings
Updating Security Labels for Multiple Work Centers
Updating Attributes on a Resource Uses Link
Updating Attributes of MPMPartToProcessPlanLinks
Updating Attributes of MPMOperationUsageLinks
Updating Attributes of MPMOperationToConsumableLinks
Updating Attributes of MPMOperationToPartLinks
Updating Attributes of MPMOperationToStandardCCLink
Updating Attributes of MPMStandardCCToProcessPlanLinks
Updating Attributes of MPMStandardCCToResourceLinks
Updating Attributes of MPMStandardProcedureLinks
Updating Attributes of MPMStdCCUsageToResourceLinks
Updating Attributes of MPMStdCCUsageToProcessPlanLink
Updating Attributes of AssociativeToSCCLinks
Updating Attributes of SequenceUsageLinks
Updating Attributes of MPMOperationToOperatedOnPartLink
Updating a Resource to Operation Association
Updating a Work Center to Operation Association
Updating Identity of Process Plan
Updating Identity of Operation
Updating Identity of Sequence
Updating Identity of Process Material
Updating Identity of Skill
Updating Identity of Tooling
Updating Product Effectivities for a Process Plan/Operation/Sequence
Updating Attributes of a Routing Plan
Updating the Links Between a Workstation and Localized Operations
Deleting a Specific OperationHolderUsageLink for a Specific Operation Holder
Deleting a Resource to Operation Association
Deleting a Work Center to Operation Association
Deleting a Specific Process Plan
Deleting Multiple Process Plans
Deleting Multiple Standard Operations
Deleting Multiple MPMCompatibilityLinks for a Resource
Deleting Multiple Described By Document Links for a Resource
Deleting Multiple References Document Links for a Resource
Deleting Multiple CAD Documents Associated with a Resource
Deleting Multiple MPMOperationToConsumableLinks
Deleting Multiple MPMOperationToPartLinks
Deleting Multiple MPMPartToProcessPlanLinks
Deleting Multiple MPMStandardCCToProcessPlanLinks
Deleting Multiple MPMStandardCCToResourceLinks
Deleting Multiple MPMStdCCUsageToProcessPlanLinks
Deleting Multiple MPMStdCCUsageToResourceLinks
Deleting Multiple MPMOperationToStandardCCLinks
Deleting Multiple OperationToOperatedPartLinks
Deleting Multiple AssociativeToSCCLinks
Deleting Multiple MPMStandardCCUsageToDDLinks
Deleting Multiple MPMEPMDocumentDescribeLinks
Deleting Multiple MPMDocumentDescribeLink
Deleting Multiple PartTagLinks on an Operation
Deleting Product Effectivities for a Process Plan/Operation/Sequence
Deleting Routing Plans
Checking In or Checking Out a Routing Plan
Examples for the PTC Parts List Management Domain
Retrieving Parts List
Retrieving Information for a Specific Part List
Retrieving Parts List Items for a Specific Part List
Retrieving a Specific Part List Item
Retrieving Parts from a Part List with Expanded Navigation
Retrieving EPMDocuments from a Part List with Expanded Navigation
Retrieving Illustrations for a Parts List
Retrieving a Specific Illustration
Retrieving a Specific Substitute Part
Retrieving a Specific Supplementary Part
Examples for the PTC Principal Management Domain
Retrieving License Groups for a User
Retrieving Groups for a User
Examples for the PTC Product Management Domain
Creating a Part
Creating Multiple Parts
Creating a Part in a Different Organization
Creating a Part Usage Link with Occurrences
Creating Multiple Part Usage Links with Occurrences
Creating a Classified Part
Creating Associations Between Parts and CAD documents
Creating a Part Describe Link Between an Existing Part and Document
Creating a Part Alternate Link
Creating a Part Substitute Link
Three-Stage Upload of Attachments to a Part
Reading the Bill of Material (BOM)
Retrieving the Part Structure
Retrieving the Part Structure with Plant Filters and Config Specs
Retrieving the Part Structure Using Path Filters
Reading the Part Structure Along with Path Details
Reading a Part by ID with Expanded Navigation
Retrieving Replacement Parts
Retrieving Replacement Parts in the Bill of Material (BOM)
Retrieving Information About Classification Attributes
Retrieving the Components List for a Part Structure
Retrieving the Consolidated Components List for a Part Structure
Retrieving a Dynamic Structure Representation from Parts
Retrieving the Dynamic Structure Representation with QuickView
Retrieving Attachments for a Part
Retrieving the Thumbnails for a Part
Retrieving Associations Between a Part and CAD Documents
Navigating between Parts and Variant Specification
Retrieving Made From Links
Updating the Common Attributes of a Part
Updating an Occurrence on a Part Usage Link
Updating Multiple Parts
Updating Primary Co-produce Links
Updating Manufacturing Raw Material Links
Updating Raw Material Alternate Made From Links
Updating Product Effectivities for an Effectivity-managed Part Object
Revising Multiple Parts
Modifying an Existing Part Describe Link
Modifying an Existing Part Alternate Link
Modifying an Existing Part Substitute Link
Deleting Associations Between Parts and CAD Documents
Deleting a Part Usage Link
Deleting Product Effectivities for an Effectivity-managed Part Object
Deleting Attachments for a Part
Deleting an Existing Part Describe Link
Deleting an Existing Part Alternate Link
Deleting an Existing Part Substitute Link
Reading/Creating/Updating Object Reference Type Attributes
Checking Out a Part
Checking In a Part
Querying the Part Using a Filter
Examples for the PTC Product Platform Management Domain
Retrieving Options
Retrieving Option Groups for All Options
Retrieving the Option Group for a Specific Option
Retrieving a Specific Option With Option Group
Retrieving Option Set associated with Specific Object in a Set of Objects
Retrieving Variant Specification Information for a Collection of Parts
Querying Choices, Option Sets, Options, and Variant Specifications Using a Filter
Examples for the PTC Regulatory Master Domain
Reserving a Regulatory Submission
Undo Reservation of a Regulatory Submission
Three-Stage Upload of Attachments to a Regulatory Submission
Delivering a Regulatory Submission Acknowledgement to the Acknowledgement Interpreter for Processing
Examples for the Non-revisable Regulatory Submission
Creating a Non-revisable Regulatory Submission
Creating a Non-revisable Regulatory Submission with an Associated Subject
Creating a Non-revisable Regulatory Submission with Associated Drivers
Creating a Non-revisable Regulatory Submission with Associated Table Data Objects
Creating Table-Data Details for an Existing Non-revisable Regulatory Submission
Creating an Attachment for a Non-revisable Regulatory Submission
Creating a Driver Link for an Existing Non-revisable Regulatory Submission
Creating a Follow-up for an Existing Non-revisable Regulatory Submission
Capturing the Regulatory Content for an Existing Non-revisable Regulatory Submission
Retrieving Non-revisable Regulatory Submissions
Retrieving the Attachments for a Non-revisable Regulatory Submission
Retrieving the Primary Content for a Non-revisable Regulatory Submission
Retrieving the Subject Link for a Non-revisable Regulatory Submission
Retrieving the Subject Associated to a Non-revisable Regulatory Submission
Retrieving the Submitted To Object for a Non-revisable Regulatory Submission
Retrieving the Driver Links for a Non-revisable Regulatory Submission
Retrieving the Driver Objects Associated with a Non-revisable Regulatory Submission
Retrieving the Regulatory Content for an Existing Non-revisable Regulatory Submission
Retrieving the Existing Table Data Associated with a Non-revisable Regulatory Submission
Retrieving the Acknowledgement Messages Associated to a Non-revisable Regulatory Submission
Updating a Non-revisable Regulatory Submission
Updating an Attachment for a Non-revisable Regulatory Submission
Updating an Existing Regulatory Content for a Non-revisable Regulatory Submission
Updating Table-Data Details for an Existing Non-revisable Regulatory Submission
Deleting the Driver Object Associated with an Existing Non-revisable Regulatory Submission
Deleting an Attachment for an Existing Non-revisable Regulatory Submission
Deleting the Existing Regulatory Content Associated with a Non-revisable Regulatory Submission
Deleting the Existing Table Data Associated with a Non-revisable Regulatory Submission
Examples for the Revisable Regulatory Submission
Creating a Revisable Regulatory Submission
Creating a Revisable Regulatory Submission with Associated Subjects
Creating a Revisable Regulatory Submission with Associated Drivers
Creating a Revisable Regulatory Submission with Associated Table Data Objects
Creating Table-Data Details for an Existing Revisable Regulatory Submission
Creating a Subject Link for an Existing Revisable Regulatory Submission
Creating a Driver Link for an Existing Revisable Regulatory Submission
Creating an Attachment for a Revisable Regulatory Submission
Capturing the Regulatory Content for an Existing Revisable Regulatory Submission
Retrieving Revisable Regulatory Submissions
Retrieving the Changes Associated with a Revisable Regulatory Submission
Retrieving a Specific Revisable Regulatory Submission
Retrieving the Attachments for a Revisable Regulatory Submission
Retrieving the Primary Content for a Revisable Regulatory Submission
Retrieving the Subject Links for a Revisable Regulatory Submission
Retrieving the Subjects Associated with a Revisable Regulatory Submission
Retrieving the Submitted To Object for a Revisable Regulatory Submission
Retrieving the Driver Links for a Revisable Regulatory Submission
Retrieving the Driver Objects Associated with a Revisable Regulatory Submission
Retrieving the Regulatory Content for an Existing Revisable Regulatory Submission
Retrieving the Existing Table Data Associated with a Revisable Regulatory Submission
Retrieving the Acknowledgement Messages Associated to a Revisable Regulatory Submission
Updating a Revisable Regulatory Submission
Updating an Attachment for a Revisable Regulatory Submission
Updating an Existing Regulatory Content for a Revisable Regulatory Submission
Updating Table-Data Details for an Existing Revisable Regulatory Submission
Deleting the Subject Associated with an Existing Revisable Regulatory Submission
Deleting the Driver Object Associated with an Existing Revisable Regulatory Submission
Deleting an Attachment for an Existing Revisable Regulatory Submission
Deleting the Existing Regulatory Content Associated with a Revisable Regulatory Submission
Deleting the Existing Table Data Associated with a Revisable Regulatory Submission
Checking In, Checking Out, or Revising a Revisable Regulatory Submission
Examples for the PTC Reporting Domain
Retrieving Report Templates
Viewing the Output of Report Template Execution
Examples for the PTC Saved Search Domain
Retrieving Saved Searches
Executing a Saved Search
Retrieving Object Types for a Saved Searches
Examples for the PTC Service Information Management Domain
Retrieving Information Structures
Retrieving Publication Structures
Retrieving Publication Structures for Authoring Language French
Retrieving and Expanding the Contents of an Information Structure
Retrieving and Expanding the Contents of a Publication Structure
Examples for the PTC Supplier Management Domain
Retrieving Sourcing Contexts
Retrieving the Existing Suppliers
Retrieving Supplier, Manufacturer, and Vendor Parts
Retrieving AXLEntry for Parts
Filtering Parts Based on Sourcing Context and Sourcing Status Using Lambda Expression
Creating an AML Entry
Creating an AVL Entry
Updating an AXL Entry
Deleting an AXL Entry
Examples for the PTC UDI Domain
Creating a Non-revisable UDI Super Set
Adding Details to a Non-revisable UDI Super Set
Adding Packaging Configurations to a Non-revisable UDI Super Set
Retrieving Non-revisable UDI Super Sets
Retrieving the Subject Associated to a Non-revisable UDI Super Set
Retrieving the Details for a Non-revisable UDI Super Set
Retrieving the Packaging Configurations for a Non-revisable UDI Super Set
Retrieving the Template Assigned to a Non-revisable UDI Super Set
Updating a Non-revisable UDI Super Set
Updating a Detail in a Non-revisable UDI Super Set
Updating a Packaging Configuration in a Non-revisable UDI Super Set
Deleting a Detail from a Non-revisable UDI Super Set
Deleting a Packaging Configuration from a Non-revisable UDI Super Set
Creating a Revisable UDI Super Set
Retrieving Revisable UDI Super Sets
Retrieving the Subjects Associated to a Revisable UDI Super Set
Retrieving the Details for a Revisable UDI Super Set
Retrieving the Packaging Configurations for a Revisable UDI Super Set
Retrieving the Template Assigned to a Revisable UDI Super Set
Examples for the PTC View Management Domain
Retrieving All Views
Retrieving a Single View
Querying Views Using $filter
Retrieving the Count of All Views
Retrieving the Ordered Views
Retrieving the Selected Properties for Views
Examples for the PTC Visualization Domain
Retrieving a Representation
Retrieving Fidelity Names
Examples for the PTC Windchill Administration Domain
Get a Specific Audit Record
Get a Count of All Records
Get Specific Attributes of Audit Records
Get Sorted Audit Records
Get Filtered Audit Records Using a Logical Operator
Get EventInfo for a Single Record
Select a Specific Attribute of EventInfo
Get EventInfo Using Filters
Filtering Audit Records Based on EventTime
Examples for the PTC Workflow Domain
Retrieving Work Items
Querying the Work Items Using a Filter
Retrieving the Routing Options for a Work Item
Retrieving the Subjects for Work Items
Completing a Work Item
Saving a Work Item
Retrieving the List of Valid Users to Reassign Work Items
Reassigning Work Items to Another User
Examples for the PTC Audit Domain
Retrieving Audits
Retrieving Information for a Specific Audit
Updating Audit Score for a Specific Audit Detail
Examples for the PTC Classification Structure Domain
Query Classification Nodes
Retrieving the First Child Node of a Root Node
Retrieving a Specific Classification Node
Retrieving the Parent Node of a Classification Node
Retrieving the Child Nodes of a Classification Node
Query Classified Objects
Retrieving Classified Objects Associated with a Classification Node
Retrieving a Specific Classified Object
Retrieving Legal or Enumeration values for a Classification Attribute
Retrieving Binding Attributes for Classified Object
Example for the PTC Info*Engine System Domain
Invoking an Info*Engine Task
Customizing Domains
Extending Domains
Adding Type Extensions of Windchill Types to PTC Domains
Adding Custom Properties to Entities in PTC Domains
Adding Custom Navigation Between Entities in PTC Domains
Adding New Functions to PTC Domains
Adding New Actions to PTC Domains
Creating New Domains
Recommendations When Adding Imports to the PTC-Provided Domains
Use Case: Adding a Navigation Between Domains Where Imports do not Exist Out of the Box
Approach 1: Extend an Entity to Add Canonical Links to an Entity Set in Another Domain
Approach 2: Create a Lightweight Entity Type Representation from Another Domain and Add a Navigation to that Lightweight Entity Type
Approach 3: Create a New Custom Domain with a Custom Entity Representation, with Imports to PTC Domains
Examples for Customizing Domains
Creating a New Domain
Extending Product Management Domain to Add A Soft Type
Extending Product Management Domain to Add Alias Soft Attribute
Extending Document Management Domain to Add a Soft Attribute
Windchill Subtypes in OData
Version Changes in Domains
Version Changes in Domains for Windchill REST Services 13.0.2.0
WRS 2.0 to WRS 2.7
Version Changes in Domains for Windchill REST Services 2.7
Version Changes in Domains for Windchill REST Services 2.6
Version Changes in Domains for Windchill REST Services 2.5.1
Version Changes in Domains for Windchill REST Services 2.5
Version Changes in Domains for Windchill REST Services 2.4
Version Changes in Domains for Windchill REST Services 2.3
Version Changes in Domains for Windchill REST Services 2.2
Version Changes in Domains for Windchill REST Services 2.1
Version Changes in Domains for Windchill REST Services 2.0
WRS 1.3 to WRS 1.7
Version Changes in Domains for Windchill REST Services 1.7
Version Changes in Domains for Windchill REST Services 1.6
Version Changes in Domains for Windchill REST Services 1.5
Version Changes in Domains for Windchill REST Services 1.4
Version Changes in Domains for Windchill REST Services 1.3
WRS Supported API Change Report
Domain Dependencies Report
WRS OAuth Authorization
HTTP Status Codes Returned by Windchill REST Services Responses
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WCUpgrade_UpgradeManager_GatherUpgProps_AddAdapters
WCUpgradeRef_UpgradeManager_GatherDBProps_LDAPProperties
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WCUpgrade_PostUpgradeSIDtoService
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WCUpgradeRef_UpgradeManager_GatherUpgProps_Options10_conref
WCUpgradeRef_UpgradeManager_GatherUpgProps_AddAdapters_conref
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WCUpgradeRef_UpgradeManager_VerifyPreConditions
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WCUpgradeRef_UpgradeManager_UpgradeDBschema
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