General Workflow for Server-side Watermarking

Specialized Administration > Supporting Visualization and Publishing > Getting Started with Windchill Visualization Services > Server-side Watermarking > General Workflow for Server-side Watermarking

Configuring Server-side watermarks consists of the following main tasks:

1. Designing and Creating Server-side Watermarks

2. Configuring Creo View to Display the Watermark

3. Testing the Configured Client Side Watermark

4. Deploying the Creo View Watermark Configuration in Windchill

5. Testing the Configured Server-side Watermark

Designing and Creating Server-side Watermarks

To create server-side watermarks, perform the following steps:

1. Decide which Creo View attribute and values thereof will drive the displayed Watermark.

2. Decide what information (attributes, text, images, etc.) to expose in the watermark for each viewable type for each value of the driving attribute.

3. Create the watermark using the Creo View Watermark Editor.

a. Install the Watermark Editor using the optional installer that is bundled with the Creo View client installation media.

See “Installing the Watermark Editor Using the executable file” in the Creo View Installation Guide for more information.

You can also install the Watermark Editor by running setup.vbs from the root folder of the Creo View installation media.

Refer to Tech Support knowledge base article CS47028 for more information.

Do not install the Standalone Watermark Editor on a machine that already has Creo View installed, because this may damage the shared components of the installed client. Instead, use the Watermark Editor bundled with the Creo View client installation.

b. Design the watermark using the Watermark Editor.

Refer to Tech Support knowledge base article CS35006 for more information.

c. Once the design is complete, save the watermark and close the Watermark Editor.

Configuring Creo View to Display the Watermark

1. Launch Creo View client in standalone mode.

2. Click File > Options. The Creo View Options dialog box opens.

3. Next to Showing, select Global. Under General select Watermark. The General-Watermarks page opens.

4. Click Add. The Add Watermark dialog box opens.

5. In the Name box, type the name of the new watermark.

6. In the File box, type the path for the watermark file, or select browse to select the file from a list of .ini files.

7. Click OK. The new watermark is added to the watermarks list.

8. To set the new watermark as the default, select it from the watermark list and click Set As Default.

9. Select Include watermark when printing to display the watermark when printing.

10. Select Include watermark when viewing to display the watermark when viewing.

11. Click Watermark Map. The Watermark Map dialog box opens.

12. In the Property Name text box, type the Creo View style attribute name that is used for the watermark.

Creo View style attribute names are case sensitive.

◦ epmdoc_lifeCycleState—for an EMPDocument object

◦ part_lifeCycleState—for a WTPart

◦ doc_lifeCycleState—for a WTDocument

To configure a watermark with multiple Creo View attributes, enter a comma separated list of attribute names in the Property Name text field.

13. For more information on configuring watermarks for multiple property names, see CS35681.

14. To add an attribute value, click Add. A second Watermark Map dialog box opens.

15. In the Attribute Value text box, type the attribute value.

16. Select the corresponding watermark from the Watermark menu.

17. Click OK to apply the changes and close the Watermark Map dialog box.

18. Navigate to %appdata%\PTC\ProductView. The user_prefs.xml, wmk000.ini files and referenced stamp files (bitmap images) will be present.

Testing the Configured Client-side Watermark

Before creating the watermark package and deploying it in Windchill, you can test the watermark in the configured standalone Creo View client. To test the watermark, open a saved representation from the target Windchill server.

1. In the Content tab, under the Representations/Annotations table, select a CAD document with a published Representation. The Representation is selected.

2. Right-click and choose Save Representation.

3. Click OK to save the representation as a default.zip file.

4. Open the default.zip file in standalone Creo View. The watermark is displayed over the viewable.

5. Repeat the test to confirm that the correct watermark is displayed for each viewable file type and attribute combination.

Create a Watermark Package of the Creo View Watermark Configuration

1. Navigate to the %APPDATA%\PTC\ProductView folder in Windows Explorer.

2. Copy the following files from this location to a temporary folder location:

◦ user_prefs.xml

◦ markup (wmk###).ini files

◦ Referenced stamp (bitmap image) files

3. Rename the user_prefs.xml file to be server_prefs.xml.

4. Open the server_prefs.xml file in a text editor and remove all preferences apart from the watermark preferences.

5. Locate the <category name="Watermarks"> block beneath the <preferences> <category name="General">.

6. Delete all other entries. See the following as an example:

<?xml version="1.0" encoding="utf-8"?>
<preferences>
<category
name="General">
<category
name="Watermarks">
<preferenceList
name="watermark_map">
<preferenceItem>
<preference
name="watermark"
value="Sample_WM"/>
<preference
name="property_value"
value="In Work"/>
</preferenceItem>
</preferenceList>
<preference
name="mapped_property"
value="epmdoc_lifeCycleState"/>
<preference
name="default_watermark"
value="Sample_WM"/>
<preferenceList
name="watermarks">
<preferenceItem>
<preference
name="file"
value="wmk0000.ini"/>
<preference
name="name"
value="Sample_WM"/>
</preferenceItem>
</preferenceList>
<preference
name="show_when_viewing"
value="true"/>
<preference
name="show_when_printing"
value="true"/>
</category>
</category>
</preferences>

Deploying the Creo View Watermark Configuration in Windchill

1. Login to Windchill as a relevant context administrator account.

2. Click Utilities > Visualization Configuration Administration for the Windchill context for which the configuration is to be deployed.

This procedure adds a configuration to the current container context, such as a product, project, organization or site. For example, a configuration added at the product level is used in preference to a configuration added at the organizational level which in turn is used in preference to a configuration added to the site level.

3. When you click the Create configuration icon, you are prompted to enter an optional configuration type. Alternatively, leave this field empty and click Create to create a Default Type. For information about the available configuration types and their use, see the productview.modifyingconfig property.

4. Click the newly created configuration type link to display the Files tables below it.

5. Click the Add file to configuration tool icon. Browse to and select the watermark package zip file created earlier (defaultwatermark.zip) and click Add File. The file is added to the configuration.

Testing the Configured Server-side Watermark

1. Restart the Creo View client.

2. Delete the contents of the %APPDATA%\PTC\ProductView sub-folder to reset the standalone client configuration to defaults.

3. Access Windchill in a supported browser and navigate to the Information Page of a published CAD Document in the configured Windchill context.

4. Click on the Creo View thumbnail image on the Details Page to view in an integrated Creo View session.

5. Confirm that you can view and print the configured Server-side watermark.

6. Repeat for each configured viewable type’s watermark.

For more information on viewing watermarks in Creo View, see the Creo View Help.