Post-Upgrade Tasks
If you have updated or upgraded an earlier Windchill installation, some additional tasks may be required:
• Add Issue 4.2 object types
• Tasks to consolidate Issue 4.0.1 and 4.1 configuration information
• Update country code and language code support
• Update content of some OIRs
• Index existing data to populate new name field in Insert CIR/TIR Reference dialog boxes
• Configure new actions for user roles
• Map an S1000D product’s Publication Identifier attribute
• Update custom Servigistics InService A&D publishing rules
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Publishing of Servigistics InService A&D output is not supported for S1000D 4.2 products.
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Add Issue 4.2 Object Types
If updating an 11.1 F000 or later release
This release includes objects that have been introduced as part of the Windchill Service Information Manager — S1000D Module’s support for data based on the Issue 4.2 of the S1000D Specification. If you are updating from 11.1 F000 or later, these tasks can carry out updates on existing installations:
• Add S1000D 4.2 Look-up code types
New S1000D Look-up Library libraries include these look-up code types, introduced in Issue 4.2 of the S1000D Specification:
◦ Business Rules Severity Level
◦ Publication Module Types
Run this utility to update existing S1000D Lookup Library libraries to add these code types and some default instances, and to add Object Initialization Rules (OIR) for them to existing library contexts:
◦ Windows Repair Utility (WinRU): Service Information Manager AAD - Update OOTB Library OIRs and Meta Objects
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Other 4.2 object types (information structure, publication structure, data modules, and so on) are added as part of an upgrade install without the need for a repair utility task.
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For information on running WinRU, see
Windchill Repair Utility Guide.
Consolidate Issue 4.0.1 and 4.1 Configuration Information
If updating an 11.1 F000 release
This release includes changes to consolidate certain information that supports installations based on Issues 4.0.1 and 4.1 of the S1000D Specification in single or central locations. If you are updating from 11.1 F000, these tasks are required to carry out the updates on existing information:
• Rename SNS Sets Product template
Existing installations include the product template S1000D General SNS Set Product to provide the SNS structures defined in issues 4.0.1 and 4.1 of the S1000D Specification. The template is renamed in 11.1 M010, to S1000D 4.0.1 & 4.1 General SNS Sets Product.
Run these utilities to identify and update existing SNS Sets Product templates:
◦ Windows Diagnostics Utility (WinDU): Service Information Manager AAD - Confirm Existence of the S1000D Product Template "S1000D General SNS Sets Product"
◦ WinRU: Service Information Manager AAD - Rename the S1000D Product Template "S1000D General SNS Sets Product"
• Consolidate ICN templates
Issue 4.0.1 and 4.1 templates for Information Control Number (ICN) objects have been consolidated into a single zip file in this release.
These zip files have been replaced:
◦ /codebase/netmarkets/com/ptc/arbortext/windchill/rules/schema/S1000D_4-0-1/samples/S1000D_4-0-1-ICN-Templates.zip
◦ /codebase/netmarkets/com/ptc/arbortext/windchill/rules/schema/S1000D_4-1/samples/S1000D_4-1-ICN-Templates.zip
Their ICN templates are now contained in this zip file:
◦ codebase/com/ptc/arbortext/windchill/rules/schema/samples/S1000D_ICN-Templates.zip
Run these utilities to identify and replace references to the individual ACL files in existing product templates:
◦ WinDU: Service Information Manager AAD - Confirm Existence of the S1000D Product Templates to be Updated
◦ WinRU: Service Information Manager AAD - Update the S1000D OOTB Product Templates
Any references to the replaced files in custom product templates should also be updated.
• Consolidate ICN lifecycle templates
Issue 4.0.1 and 4.1 lifecycle templates for ICN objects have been consolidated into a single template in this release.
These lifecycle templates have been replaced:
◦ S1000D_4-0-1 ICN Lifecycle Template
◦ S1000D_4-1 ICN Lifecycle Template
This single template now supports the lifecycle for Issue 4.0.1 and 4.1 ICNs:
◦ S1000D ICN Lifecycle Template
Run these utilities to identify and reassign lifecycles for existing ICNs:
◦ WinDU: Service Information Manager AAD - Check S1000D ICN Lifecycles to be reassigned
◦ WinRU: Service Information Manager AAD - Reassign S1000D ICN Lifecycles
Any references to the individual lifecycle templates in custom Object Initialization Rules (OIR) for ICNs should also be updated.
• Consolidate Publication Structure and Publication Module lifecycle templates
Issue 4.0.1 and 4.1 lifecycle templates for Publication Structure and Publication Module objects have been consolidated into single templates in this release.
These lifecycle templates have been replaced:
◦ S1000D_4-0-1 Publication Structure Lifecycle Template
◦ S1000D_4-1 Publication Structure Lifecycle Template
◦ S1000D_4-0-1 Publication Module
◦ S1000D_4-1 Publication Module
These single templates now support the lifecycles for Issue 4.0.1 and 4.1 Publication Structures and Publication Modules:
◦ S1000D Publication Structure Lifecycle Template
◦ S1000D Publication Module
Run these utilities to identify and reassign lifecycles for existing Publication Structures and Publication Modules:
◦ WinDU: Service Information Manager AAD - Checks the S1000D Publication Structures, Modules (and holders) that have lifecycles to be reassigned
◦ WinRU: Service Information Manager AAD - Reassign the Lifecycles of Publication Structures and Publication Modules
Any references to the individual lifecycle templates in custom Object Initialization Rules (OIR) for Publication Structures and Publication Modules should also be updated.
• Centralize ACL files
Issue 4.0.1 and 4.1 ACL files that define a Publication Manager’s permissions for a Publication Structure have been replaced with a single rule in a central file in this release.
These files have been replaced:
◦ loadXMLFiles/sisaad/s1000D/product/4-0-1/s1000D-4-0-1-ACLs.xml
◦ loadXMLFiles/sisaad/s1000D/product/4-1/s1000D-4-1-ACLs.xml
Their permissions are now defined by the rule sis.s10000D.PsRoot, in this file:
◦ loadXMLFiles/sisaad/s1000D/product/S1000DACLs.xml
Run these utilities to identify and replace references to the individual ACL files in existing product templates:
◦ WinDU: Service Information Manager AAD - Confirm Existence of the S1000D Product Templates to be Updated
◦ WinRU: Service Information Manager AAD - Update the S1000D OOTB Product Templates
Any references to the replaced files in custom product templates should also be updated.
Update Country Code and Language Code Support
If updating an 11.1 F000 release (optional)
Support for country codes and language codes in S1000D product/library templates has been updated in this release. Support now conforms to these standards:
• Country codes — ISO 639-1: Codes for the representation of names of languages - Part 1: Alpha-2 code (Issue 2002)
• Language codes — ISO 3166-1: Code for the representation of names of countries and their subdivisions - Part 1: Country codes (Issue/Version 2006, 2007, 2008)
Run these utilities if you want to update country and language support in existing S1000D product/library templates:
• WinDU: Service Information Manager AAD - Identify outdated Country Codes and Language Codes
• WinRU: Service Information Manager AAD - Update Country Codes and Language Codes
Update Content of OIRs
If updating or upgrading to this release, and named OIRs exist (without customizations)
The content of these default Object Initialization Rules (OIR) has been updated in this release:
• S1000D Data Module
• S1000D Cage Based Information Control Number
• S1000D Model Based Information Control Number
• S1000D Publication Module
• S1000D Publication Module Content Holder
• S1000D Publication Structure
• S1000D Data Dispatch Note
• S1000D Data Module List
Run these utilities if you want to automatically update these OIRs in existing S1000D products:
• WinDU: Service Information Manager AAD – Verify OOTB Product OIRs to Update
• WinRU: Service Information Manager AAD - Update OOTB Product OIRs
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Take care if any of your existing OIRs (including associated content holder OIRs) contain customizations. These will be overwritten if you run the recommended WinRU. PTC recommends that you update existing OIRs manually if they contain customizations. For more information, see S1000D Object Initialization Rules |
Index Existing Data to Populate New name Field in Insert CIR/TIR Reference Dialog Boxes
If upgrading or updating to this release, and opting in to this feature
A name field has been added to these dialog boxes to improve browsing for tools when creating a toolRef in Arbortext Editor:
• Insert Technical Information Repository Reference (Issue 4.0.1)
• Insert Common Information Repository Reference (Issue 4.1)
To populate the field with existing data from /toolSpec/itemIdentData/name (Issue 4.0.1) or /toolSpec/itemIdentData/descrForPart (Issue 4.1) elements, existing data must be re-indexed..
Configure New Actions for User Roles
If upgrading a pre-11.1 F000 installation.
Two Windchill License profiles for S1000D, PTC Service Information Manager S1000D License and PTC Service Parts S1000D License control Windchill Service Information Manager and Windchill Service Parts actions when carried out in an S1000D product or library context.
The license profiles define actions that control navigation of information structures and publication structures in an S1000D context:
• S1000D Information Structures action
• S1000D Publication Structures action
If access is granted to information and publication structure navigation via the general Information Structures and Publication Structures actions, the same changes should be applied to the S1000D Information Structures and S1000D Publication Structures actions. With these changes, existing users of Windchill Service Information Manager — S1000D Module will not experience a change in accessibility.
Map an S1000D Product’s Publication Identifier Attribute
If upgrading a pre-11.0 M010 installation.
Existing S1000D products have a single Publication Identifier attribute. The option to define multiple Publication Identifiers for a product is provided from 11.0 M010. Existing products must be updated to take advantage of this new feature:
• Open Windchill in a web browser.
• In the Navigator pane, go to the Products table.
• Select an existing S1000D product and access its Details page.
• In the Actions menu, select Edit. The Edit Product window opens.
• In the InService A&D Publishing Configuration section, add the product's existing Publication Identifier value as the value of the new Publication Identifiers attribute.
• Click OK to exit the Edit Product wizard and apply your changes.
• Repeat these steps for all existing S1000D products.
The Publication Identifier can now be used when publishing to Servigistics InService A&D.
Update Custom Servigistics InService A&D Publishing Rules
If upgrading a pre-11.0 F000 installation.
This task is only required if you are planning to publish content as a Servigistics InService A&D bundle.
A post publish delegate introduced in 11.0 F000 is used to publish a representation from Windchill to Servigistics InService A&D.
If you have customized publishing rules for Servigistics InService A&D, you must update these to include this post publish delegate:
<post-publish name="delegate">com.ptc.arbortext.windchill.rules.wvs.server.publish.InServiceAADPostPublishDelegate</post-publish>
Here is an example of a complete publishing rule for Servigistics InService A&D:
