Moving Up to Windchill PDMLink
An existing installation of Windchill PDM Essentials can be upgraded to Windchill PDMLink. This process is called moving up. Moving up creates an installation of Windchill PDMLink that uses the same database that your previous installation of Windchill PDM Essentials used, making all of your existing data available for use with the full functionality of Windchill PDMLink.
After moving up, you must manage profiles in order to give users access to functionality in Windchill PDMLink that was not available in Windchill PDM Essentials. For more information, see Managing Profiles Moving Up.
Your existing installation of Windchill PDM Essentials must be the same release as your planned target installation of Windchill PDMLink. If you are planning to move up from Windchill PDM Essentials to a newer release of Windchill PDMLink, you must first update or upgrade your existing installation of Windchill PDM Essentials to the same release level as your planned target implementation of Windchill PDMLink; then you can move up to Windchill PDMLink. For more information, see
Use the following procedure to move up to Windchill PDMLink:
1. Launch PSI:
a. Insert the PTC Solution Installer CD.
b. From a command prompt window, navigate to your CD drive, and then enter the following command: setup.vbs
The PSI opens.
2. Choose the language for this installation session and click OK.
3. Accept the PTC Customer License Agreement.
4. Choose Update Existing Installation and click Next.
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The process of moving up to Windchill PDMLink does not create a new installation. Rather, your current Windchill PDM Essentials installation is moved up toWindchill PDMLink.
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5. From the list of installations to update, select your existing instance of Windchill PDM Essentials, and then click Next.
6. On the Select Product page, select Move up to PTC Windchill PDMLink, and then click Next.
7. Review the update installation settings and click Install.
The move up to Windchill PDMLink begins.
8. When the move up is complete, on the Installation Results page, click Done.
9. Start the PTC HTTP Server, the Windchill Directory Server, the Windchill PDMLink server, and the database.
Managing Profiles Moving Up
In order for users to use the parts and change management features of Windchill PDMLink, existing profiles must be modified or new profiles created:
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The following procedure is completed in the Windchill PDMLink client. The Windchill PDMLink system must be up and running before you begin.
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• Modifying existing profiles—The easiest way to give users access to parts and change management features in Windchill PDMLink is to modify the Windchill PDM Essentials out-of-the-box profiles. Modifying these out-of-the-box profiles gives all participants who are members of the corresponding groups access to the features you specify. PTC recommends you modify the CAD Author and Contributor profiles. When editing each profile on the Set Action Visibility step of the Edit Profile window, in the Profile Actions table, select the appropriate checkboxes for the following actions:
◦ View Change Monitor page
◦ Create Parts
◦ Create Change Requests
◦ Create Change Notices
◦ View Part Configurations
◦ View Part Instances
◦ View Related Changes
◦ View Change Baseline Report
◦ View Related Part Alternates
◦ View Related Part Substitutes
◦ View Related Parts
For more information about the Windchill PDM Essentials out-of-the-box profiles, see Participants.
• Create new profiles—If you do not want to allow access to parts and change management for all participants in one of the out-of-the-box profiles, you can create new profiles and either associate specific users, or create new organization groups to associate with the new profiles.
For example, create a profile called “Full Change” and one called “Full Part.”
1. On the Set Action Visibility step of the New Profile window, in the Profile Actions table, select the appropriate checkboxes for the following actions:
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Full Change
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Full Part
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View Change Monitor page
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Create Parts
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Promote
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View Part Configurations
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Create Change Requests
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View Part Instances
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Create Change Notices
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View Related Part Alternates
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View Related Changes
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View Related Part Substitutes
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View Change Baseline Report
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View Related Parts
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If other actions are applicable to the profile you are creating, select the appropriate checkboxes.
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2. You can add participants to profiles using one of the following options:
▪ In the Profile Members table, of the Select Members step, add participants directly to Full Change that you want to have access to change management, and add participants to Full Part that you want to have access to creating and managing parts.
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▪ Create organization groups for the new profiles using the Participant Administration utility:
1. Create an organization group called “Full Change” and one called “Full Part.”
2. Add members to the Full Change group that you want to have access to change management, and add members to Full Part that you want to have access to creating and managing parts.
3. On the Assign to Profiles step of the New Group window, search for and select the Full Change profile for the Full Change group, and the Full Part profile for the Full Part group.
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Alternatively, groups can be added as members of a profile from the Edit Profile window. For more information, see Editing a Profile. |
Participants that are members of the Full Change group have access to change management features, and participants that are members of the Full Part group have access to part features.
