Windchill Help Center –
What’s New
Windchill
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Deployment and Configuration
Windchill 12.0.1.0 Content Overview
Preferences and Properties
Support Changes: Platform Support
Support Changes: Database Support
Business Administrative Change: Introducing Utility in Windchill UI
File Vaulting and Replication: Content Virus Scanner Hook
File Vaulting and Replication: Improvements in Content File Vaulting and Replication
Options and Choices: Enhancement to Option, Choice, and Choice Rules Administration
Part Structure Browser: Using Shared Table Views
Security: Code Signing for Windchill Installers
Security: Support for HSTS Configuration with HTTPS on Windchill Server
Security: Support for Reauthentication of e-Signature Enabled Tasks
Windchill Diagnostic Scheduler Utility
Windchill Directory Server Removed from Technology Stack
Windchill Extensions are Available in Windchill
Windchill License: Control License Overage Check Frequency
Windchill Visualization Services: Publishing Worker Overlay Recipe Configuration from Windchill
Windchill Visualization Services: Support for ECAD Neutral File Formats
Windchill Visualization Services: Support for PTC Windchill PDF Collaboration License
Optionally Enabled Control is Disabled
End User
Change Management: Introduce a Redline Feature
Change Management: Modify the Change Management Process to Enable a Proactive Change Intent
MPMLink: Creating and Managing Multiple Alternate Downstream Assemblies in BOM Transformer
MPMLink: Support for Flexible Components in BOM Transformer and Process Plan Browser
MPMLink: Support for Replacing Multiple Raw Materials and Resolving Consumption Discrepancies
Options and Choices: Support for Moving Choices within Option Pool
Service Translation: Reference Documents in Translation Package
Windchill ESI: Support for Publishing Co-produce Data
Windchill Performance Advisor: Feature Usage Report
Windchill Performance Advisor: Reports Stored in Windchill Vaults
Windchill Quality Management Solutions: Assign Training Records to Multi-Level Groups
Windchill Service Information Manager: Support for Arbortext IsoDraw
Windchill to Refer the Online Help Center
12.0.0.0
Deployment and Configuration
Windchill 12.0.0.0 Content Overview
Preferences and Properties
Support Changes: Platform Support
Support Changes: Database Support
Support for Java 11
File Vaulting and Replication: File Vault Alert Mechanism Improved
Global Product Development Package I is No Longer Supported
Pro/INTRALINK Product Support Discontinued
Windchill Visualization Services: Support for Adding Additional Attributes into PVS File
End User
Change Management: Enhancements to the Expose Organization Preference
Change Management: Enhancements to Propagate Functionality
Change Management: Referencing Affected Objects in External Systems
Digital Product Traceability: Enhancements
Document Management: Support for Windchill Actions in Microsoft Office Web Version
Enhanced Auto-Suggest Search in GWT Clients
License Profile: Allow Product Revise from Change Task Only
MPMLink: Manage Raw Materials in Windchill
MPMLink: Usability of Detecting and Resolving Discrepancies in BOM Transformer Improved
Option Filter: Boolean Option Replaces False Choice Capability
Option Filter: Support for Identifying User Selected and Rule Driven Choices
Options and Variants: Constraint Solver Changes for Option and Choice Rule Resolution
Options and Variants: Support for Ordering of Options and Choices Independent of Grouping
Options and Variants: Support for Platform Structures Group Discontinued
Options and Variants: Support for Single Select Conditional Rules
Part Structure Browser: Enhancement to Structure Filter for Better Visibility and Quick Editing
Service Publishing: Publishing Thumbnails to Arbortext Content Delivery
Windchill Business Reporting: Support for New Implementation
Windchill License Changes
Windchill Packages: Configure Separate Queues for Full and Incremental Export Tasks
Windchill Packages: Downgraded Deliveries Feature Disabled
Windchill PDMLink: Collect Configurable Links
Windchill PDMLink: Create Admin Default for Customizable Toolbars
Windchill ProjectLink: Deprecation of Classic Plans
Windchill Visualization Services: Preferences and Property Introduced in Creo View WebGL
Windchill Visualization Services: Support for Publishing CEDM Assemblies as Positioning Assemblies
Workflow to Publish Augmented Reality Experience Improved in Windchill
Optionally Enabled Features
Windchill Workgroup Manager
12.0.1.0
Creo Parametric: Support for Ansys AIM
Support for New CAD Versions
View Model Items on Structure Workspace Page
View List of Renamed Files
12.0.0.0
CAD Data Management: Customizable Column in PTC Windchill Status Tab Inside SOLIDWORKS
CAD Data Management: Improved Response Time When Saving CAD Models to Large Workspace
CAD Data Management: Move Associations to Latest CAD Document Revision
CAD Data Management: Multi-body Support for Additive Manufacturing
Chromium Browser Version Upgrade
Creo Elements/Direct: BOM Enhancements
SOLIDWORKS: Support for Derived Configurations Management
Updates to Windchill Workgroup Manager
CATIA V5: Changes in Switch to Structure Model for Assembly-level CGR
CATIA V5: Enhancement on Managing All-In-One CATPart
Installation and Upgrade
Installation and Configuration Guide
Installing Windchill PDMLink 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
Preparing an Enterprise LDAP Including Active Directory
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
Windchill Business Reporting
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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
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Windchill MPMLink Post Installation Instructions
Creo PackagesCreo Packages
Creo Packages
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Understanding Input Options
Local Installation
Distributed Installation - Two Machines
Distributed Installation - Three Machines
Post Installation Instructions
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)
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 a Solr Node in an Existing 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 and Defense
Windchill Supplier Management Installation
Windchill Integrations for Embedded Software Installation
Final Steps and Launching Windchill
Launching Windchill
Monitoring and Maintenance Activities
Adapters and Other Installers
Advanced Configurations
Starting the 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 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
Configuring IIS and : Before You Begin
Configuring IIS and Info*Engine
Configuration Summary
Configuring and With Other Options
Installation and Configuration of the : Before You Begin
Setting Up Ant
PTC HTTP Server Configuration Layout
Configurations When is Installed Remotely
Running as a Windows Service
Configuring for IPv6
Configuring a Version of Apache that was Manually Installed
Specifying Web Server Authentication
Configuring a Password File for Authentication in PTC HTTP Server
Configuring Windchill to Work with a Remote
Background
Configuring a Split Configuration
Additional Configurations
Configuring Additional Enterprise Directories
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 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 Data
Installing Windchill Customer Experience Management or QMS Surveillance and Corrective Action
Installing or as a Standalone Solution
Correcting Classification Trees
Configuring the Web Service for
Running the Migrate UDI Library Template Utility
Running the UDI Views Migrator Utility
Reloading UDI Types
Updating Windchill 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
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
Establish a Central Authorization Server
Configure OAuth Delegated Authorization
eSignature Validation for SSO Configurations
Setting Re-authentication of e-Signature
Configuring Command Line Clients for Advanced Authentication
Advanced Windchill Configurations
Configuring Background Method Servers
Configuring RMI for Tunneling over HTTP
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
Configuring Windchill with SQL Server 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
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
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 S4 HANA for Windchill ESI
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
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
Service Information Manager — S1000D Module
Windchill PLM Connector — Creo Packages Server and STEP Connector
Windchill Business Reporting (Cognos) Module
Solutions Including Pro/Intralink, Windchill PDM Essentials, and GPD I
Components and Data Not Migrated by the Upgrade Manager
Configuring Uniqueness Level
Installing Additional PTC Products
Upgrading with Windchill Requirements Management
Accessing Legacy Audit Data After Upgrading
Windchill Index Search Upgrade Overview
Creo Parametric Cache Compatibility
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)
Preparing Windchill Business Reporting for Upgrade
Installing the Working Directory Server
Load Activity Layouts File
Exporting the Secret Key
Export the Source Database and 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 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
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 Indexes
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
Configuring Windchill Business Reporting for Upgrade
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
Execute Final Upgrade Steps
Specifying Oracle Database Connection Properties
Post-Upgrade Steps for Additional JNDI Adapters
Post-Upgrade Steps for Windchill Business Reporting
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
Modify Encryption Default Post Upgrade
Verify the Upgraded Solution
Run Post-Upgrade WinDU Tasks
Configuring Performance Adviser 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
LDAP Settings
Confirm Database to Upgrade
Verify Supported Upgrade Path
Gather Upgrade Properties
Upgrade
Web Server
Vaults and File Servers
Options
Additional Adapters
Initialize Upgrade
Serialized Data Integrity Scan
Verify Pre Conditions
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
Source System
Target System
Windchill Solution
Windchill 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
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
Saving 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
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
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
Visualization Overview
Visualizing Parts and CAD Documents
Visualization Icon Key
Viewing Representations
About 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
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
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
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
Windchill Product Analytics Tables
Environmental Compliances
Cost Analytics
Life Cycle Analytics
Requirements Table
Using the Variant Baseline 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
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 Subscription
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
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
Managing Product Change
Identify Issue
Request Change
Plan Change
Change Implementation
Physical Implementation
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 Module Licenses and Installation
Product Family Management Roles
Product Family Management Preferences
Product Family Management Object Initialization Rules
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
Traces Tab
Documents Tab
Parameters Tab
Constraints Tab
Part Structure Actions
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
Windchill Options and Variants Capabilities
Overview of Product Configuration Strategies
Business Strategies Supporting Product Variability
Managing Configurable Products
Support for Configurable Structures and Access Control
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
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 10.2 and Beyond
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 and Numeric 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 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
Using Option Sets to Organize Product Families
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
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 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
Variant Properties
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
Capturing Transformation Matrices and Part Occurrences in the Variant Part Structure
Variant Specification Information Page
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
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
Examples and Best Practices for Advanced Selection Logic
Introduction
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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
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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
Adding Images for Specific Pages of Parameters
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
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 Change
About Change Management
About Change Status Indicators
About Rich Content
Change Management Administration
Change Management Preferences
Enable the Participant List Table
Configuring the Participant List
Administration of Problem Reports and Variances in Projects
Converting Simple Text Attribute to Rich Text Attribute
Customizing the Simple Text to Rich Text Conversion Utility
Procedure
Limitations
Sample Code
Converting Rich Text Attribute to Simple Text Attribute
Using Simple, Rich, and HTML Text Components of Cognos
Updating Character Limits for Change Summary Reports
Specifying Implementation States
Change Status Calculator
Business Rules Available
Load Product Effectivity using Effectivity Loader
Administration of Change Process Transitions
Custom Change Process Transitions
Setting Up the Life Cycle Template to use Change Management Transitions
Access Control Policies for Change Notice Template Selection
Change Association Rule Administration
Change Association Rules Table
Define Change Association Rules
Import and Export Objects with Change Associations
Flexible Change Link Conversion
FlexibleChangeConverter Utility
Configure Link Converter Rules
Convert Custom Links to Flexible Change Links
Import and Export Change Objects Within Different Association Modes
Define Mapping Rules for Change Management
Mapping Rules Table
Reconciling the Change Intent with Release Targets
Administration of Terminal States for Change Management Objects
About Issues
About Remote Affected Object Types
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
Executing Full Track Change Notice
Automatically Creating a Change Notice from a Change Request
Change Notice Information Page
About Change Intent
Setting Change Intent
About Redline
Redline Administration
Redline Process
Synchronization and Redline Suspect Status
Redline Structure Browser
Redline Actions Toolbar
Redline Structure Panes
The Attributes Tab
The Uses Tab
The Occurrences Tab
Use Case Example for Redline
About Change Tasks
Creating a Change Task
Editing 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 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
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
Project Monitoring
Import and Export Projects
Import a Project
Export a Project
Export a Project as a Template
Plans
Enhanced Project Plans Constraints
Plans Table
Plan Information Page
Create a Plan
Create a Product Plan
Edit a Plan
Plan Templates
Plan Calendar
Plan Schedule
Schedule Table Views
Schedule Table Actions
Automatic Execution
Reschedule Plan
Gantt Explorer
Capacity Report
Subplan
Subplan Constraints
Subplan Information Page
Creating a Subplan
Editing a Subplan
Plan Baselines
Create a Plan Baseline
View Plan Baseline Information
Manage Plan Baselines
Plan Activities
Activity Information Page
Create an Activity
Edit an Activity
Move or Copy Activities
Create Multiple Activities
Edit Multiple Activities
Start Activities
Complete Activities
Plan Activities Table
Activity Schedule Calculation
Task Types and Effort Driven
Activity Date Constraints
Predecessor Relationships
Basic Activity Calculation Example
Summary Activity Calculation Example
Resources
Resources Table
Resource Attributes
Create a Resource
Edit a Resource
Resource Assignments
Resource Assignment Information Page
Create a Resource Assignment
Reassign Resource Assignments
Edit a Resource Assignment
Accepting Work
Track Work
Track Activity Work
Track Resource Assignment Work
Track New Work
Track Work Example
Deliverables
Deliverable Information Page
Associated Deliverables Table
Create a Deliverable
Edit a Deliverable
Delete a Deliverable
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
Microsoft Project Integration
Edit in Microsoft Project
Export to Microsoft Project
Import a Microsoft Project Plan
Unsupported Import Features
About Project Planning Reports
Viewing Planning Reports
Viewing Task List Reports
Project States
Project Status
Sharing Between Projects
Project Planning Preferences
Subscribing to a Deliverable, Action Item, or Plan Object
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
Use Case 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
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 10.2 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
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
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 and Defense
About WADM 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 and 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
Installing the Windchill Quality Management System
Assumptions for Installing QMS
Products Needed to Install QMS
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
Windchill Quality Solutions 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 Solutions
Training Tracking Function Overview
Using the Training Tracking Function
Training Records Table Page
Training Records Information Page
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
Regulatory Submission Information Page
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
Using Failure Codes and FMEA Objects
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
Using Failure Codes and FMEA Objects
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
Regulatory Decisions and Reports
Creating a Regulatory Decision Activity
Entering Decision Details
Viewing a Regulatory Report
Creating or Updating an Australia, Israel, or Japan Regulatory Report
Creating or Updating a Canada Regulatory Report
Creating or Updating a Vigilance Regulatory Report
eMDR Process Overview
Setting Up Electronic Submissions for eMDRs
Creating or Updating an eMDR
eMDR Troubleshooting
Configuring eMDR Blank Values
Approving a Regulatory Report
Submitting a Regulatory Report
Creating a Follow-Up Regulatory Report
Customer Experience Summary and Review
Editing a Customer Experience Object from Any State
Using Failure Codes and FMEA Objects
Printing Customer Experiences
The Windchill Audit Management Process
Creating and Editing an Audit
Set Attributes
Audit Details
Association of CAPA and NC with an Audit
The Windchill Regulatory Submission Process
Creating and Managing Regulatory Submission
Create a Regulatory Submission
Viewing Regulatory Submission
Editing the Regulatory Submission
Creating Follow-up Tasks for a Regulatory Submission
Unique Device Identification
Installing Unique Device Identification
Assumptions for Installing UDI
Products Needed to Install UDI
Enabling Your System for UDI Data Entry
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
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
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
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
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
Graphical Navigation
About Service Product Hierarchy
Service Product Hierarchy Information Page
Service Product Hierarchy Attributes
Managing a Service Product Hierarchy
Creating a Service Product Hierarchy
Linking 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
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
Setting Up Languages
Available Languages
Source Languages
Setting Behavior when Authoring Language is Null
Target Languages
Setting Up Translated Text Attributes
Creating Translated Text Attributes
Adding Translated Text Attributes to Attribute Layouts
Adding Translated Text Attributes to Table Views
Deleting Translated Text and Source Text Attributes
Specifying Authoring Language for New Service Objects
Importing Existing Translations
Removing Support for Multiple Languages
Using Translated Text Attributes
User Language Configuration Settings and Translated Text Display
Searching with Translated Text
Searching with Translated Text - Examples
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
Enabling Tabs
Customizing Translation Creation Hook
Customizing Hook to Generate or Regenerate New Part 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
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)
Approved Manufacturer Part List (AML)
Approved Vendor Part List (AVL)
Component Engineer
manufacturer
manufacturer part
Original Equipment Manufacturer (OEM)
Original Equipment Manufacturer part (OEM part)
part request
Procurement Engineer
Sourcing Administrator
sourcing context
sourcing status
supplier
Supplier Management
vendor
vendor part
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
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
Transforming an eBOM into an mBOM
Creating an mBOM
Adding Parts with Associative BOM Links
Overview of Generate Downstream Structure Action
Delegates Supporting Generate Downstream Structure Action Framework
Transfer Specific Parts
Restructure Transferred Nodes
Removing a Part
Adding Usage Attribute
Adding Child Part
Adding Parent Part
Generating a Downstream Structure
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 Existing Assemblies in Upstream View
About Propagating Child Parts Under First-Level Child Parts in the Alternate Assemblies
Resolve Consumption Discrepancies
Maintaining an mBOM
Creating an Equivalent Link
Viewing Equivalent Links
Removing Equivalent Links
Finding Equivalent Links
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
Updating to Current Equivalent Objects in BOM Transformer
About Alternate Equivalent Links in BOM Transformer
Duplicating a Part
Repositioning an Assembly in BOM Transformer
Implicit Replacement of Parts
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
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
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 and Plant Filter
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 Set Configuration Specification Action in BOM Transformer
About Setting Filter Criteria in Set Configuration Specification
About Detect and Resolve Discrepancies in BOM Transformer
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
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
Made From
Equivalent Parts
Equivalent Occurrences
Documentation
Process Plan
Plants
Departments
Alternate BOM
Control Characteristics
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
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
Creating a Process Plan
Managing Process Plans
Duplicating a Process Plan
Process Plan Information Page
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
Duplicating an Operation
Creating Illustrations in a Process Plan Operation
Managing Illustrations using Creo Illustrate
Opening an Illustration in Creo Illustrate
Updating an Illustration
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
Allocation Types
Working with Operated On Parts
Allocating Parts Using Delegates
Removing a Part Allocation
Orphan Allocated Parts
Viewing Allocated Parts
Defining the Appearance of Allocated Parts
About Sequences
Sequences Information Page
Using the Sequence Structure Tab
Creating Sequences
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 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
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
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
Using the Process Plan Browser
Process Plan Browser Task Tabs
Control Characteristics Tab
Standard Procedures Tab
Viewing a Process Plan Playback
Defining Playback Options
Viewing and Working with a Plant Layout
Associating Parts to Process Plans
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
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 Instruction
Generating a Work Instruction
Using the Illustration Editor
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 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
Working with Control Characteristics in BOM Transformer
Inserting an Existing Control Characteristic
Inserting a New Control Characteristic
Removing a Control Characteristic
Copying and Pasting a Control Characteristic
Viewing Information about Control Characteristic
Updating a Model Item
Show or Hide Information about a Control Characteristic in BOM Transformer
Associating a Document with a Standard Control Characteristic
Working with Control Characteristics in Process Plan Browser
Inserting an Existing Control Characteristic
Inserting a New Control Characteristic
Removing a Control Characteristic
Copying and Pasting a Control Characteristic
Viewing Information about Control Characteristic
Assign Control Characteristic from Process
Assign Control Characteristic from Product
Updating a Model Item
Associating a Document with a Standard Control Characteristic
Editing a Model Item Relationship to a Control Characteristic
Managing Control characteristics using Tree Picker in Process Plan Browser
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
About Assigned Item Choices and Variants
Editing Assigned Item Choices
Assigning Part Tags
Associating a Document with an Object
Associating an Extended Data Object with a Document
Assigning a Plant to a Part
Subcontracting Plants
Equivalence Network
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
Raw Material, Semi-finished Parts, and Finished Parts
Associating a Raw-material or Semi-finished Part with a Part
Recursive Parts
Co-produce Object
Creating a Co-produce Object
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 PartsLink
Preparing to Use Windchill PartsLink
Windchill PartsLink Properties
Classification Binding Attributes
Nesting Classification Groups
Displaying Attribute Values with Units
Manually Indexing a Classification Structure
Troubleshooting Windchill PartsLink
Managing Access for Windchill PartsLink
Adding Classification Administrators
Windchill PartsLink 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 Parts in Windchill
Show Similar Parts when Creating a New Classified Part
Searching for Classified Parts
Advanced Classification Search
Classification Explorer
Classification Explorer Search Scenarios
Finding Similar Parts
Classification Search Results
Basic Administration
Administering Windchill
Getting Started with Windchill Administration
Administering Solutions—an Introduction
Regarding Arbortext Content Manager
Logging On as the Administrator
Working With the Initial Organization Context
Establishing Administrators
Organization Administrators
Windchill PDMLink Administrators
Creating a Product or Library
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
Best Practices for Monitoring and Maintenance
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 Arbortext Editor Installation Bundles
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
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
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
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
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
Windchill License Types
Managing Windchill License
Retrieve License Online
Retrieve License Offline
Viewing License Information
Viewing License Notification
Retrieving License Online using windchill Shell
Generating 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
Windchill License Types
Managing Windchill License
Retrieve License Online
Retrieve License Offline
Viewing License Information
Viewing License Notification
Retrieving License Online using windchill Shell
Generating 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
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 Class or Object Event
Synchronize On Expression
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
Branching on Life Cycle States
Branching on Document Type
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
FTP File Transfer with the Launch Application Robot
Setting Environment Variables with the Launch Application Robot
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
Transferring Data to Amazon Web Service S3 using Amazon Snowball
Configuring Windchill File Vaults to Use Azure Blobs
Encryption Customization for Azure Blob Mounts
Vault Migration to Azure Blob
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 Master 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
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
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
Disabling the Tracking of 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
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
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 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
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
Create Document
Change Document
Create CN
Query Part Cost Details
Create Routing
Update Routing Using 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)
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
Using Performance Advisor Agent to 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
Windchill Performance Advisor Queue Details
Performance Advisor Queue Processing Details
Deleted Performance Advisor Queue Entry
Failed Performance Advisor Queue Entries
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 Wildcard Searches 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 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
Context and Domain Hierarchies
Domain Administration
Creating or Editing a Domain
Moving 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
Considerations for Establishing Indexing Rules
Deleting Indexing Rules
Retrieving 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
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
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
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 FormulasFormulas
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 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 Global Enumerations
Importing Types and Global 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
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
Properties for All 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
File-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 File-based or State-based Versioning Scheme
Creating the XML File-based or State-based Versioning File
Loading the XML Versioning File
Setting File-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
Creating the XML File
Loading the XML File
Format of File-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
Enumerated Type Customization Utility
Accessing a Resource Bundle
Creating an Enumerated Type Value
Editing an Enumerated Type Value
Deleting an Enumerated Type Value
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 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
file:/_ATI_Not_Found_/ReportMgmtWCBusReport.dita
Accessing
Configuring
Accessing Documentation within
Monitoring Reports
Scheduling and Delivery
Viewing a Report Instance
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
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
Including System Monitor Information when Collecting Data
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
About Classic Projects
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, ProjectLink, and Arbortext Content Manager
Managing Usage Reports in PDMLink, ProjectLink, and Arbortext Content Manager
Monthly Usage Reports for PDMLink, ProjectLink, and Arbortext Content Manager
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
Using the xconfmanager Utility
About the windchill Command
About the windchill shell
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
Single-Level View Version Conversion Command Line Utility
Multi-Level Revision Labels
Single-Level View Version Conversion Flags
Running the SingleLevelViewVersionConversionUtility Command Line Utility
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
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
About Visualization
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 CAD integration with Windchill 11.1
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
file:/_ATI_Not_Found_/WVSGSGConfigPositionAssem.dita
Introduction to Positioning Assemblies
Extended Positioning Assemblies
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
WVS Administration Utilities
The WVS Job Monitor
Troubleshooting the WVS Job Monitor
WVS Job Statistics
About Publish and Thumbnail Control
WVS Job Scheduler Administration
About Visualization Configuration Administration
Publishing CAD Documents
Timeouts, Automated Publishing, and Scheduled Publishing
File Synchronization
Introduction to File Synchronization
Using a File Synchronization-Capable Worker
Server-Side Publishing of Creo Illustrate Data
Server-Side Publishing of ECAD Viewables
Testing the Publishing Configurations
Testing the Worker Agent Configuration
Testing the FTP or FTPS Server Configuration
Testing for 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
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 Start 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 ProductView
Launching Creo View from Windchill
Visualizing CAD Represented Parts and Assembly Features
Visualization of Assembly Features
Visualization of Creo Parametric 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
AdditionalFilesPostPublishDelegate
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
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 (PE) Worker
Configuring Publishing for Authored Dynamic Documents
Configuring the Distributed File Server Worker
Configuring a Distributed File Server Worker
Configuring Upload to File Server Hook (Optional)
Troubleshooting 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
WVS Advanced Server Configuration
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
Managing Windchill Logging
Configuring Application-specific 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
Scheduling WinDU Tasks
Rehosting a Windchill Environment
Enterprise Deployment Resources
Open Source for Lifecycle Collaboration (OSLC) Services
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 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 LDAP 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 LDAP Entry
JNDI Adapter Properties
JDBC Adapter LDAP Entry
JDBC Adapter Properties
SAP Adapter Configuration Entry
SAP Adapter Properties
Task Delegate Administration
Logging On and Off
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 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 Related Objects Overview
Collecting in Basic Mode
Collecting in Advanced Mode
Dependency Processing
Setting a Location
Selecting an Organization
Specifying an As Stored Configuration Specification
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 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
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
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
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
Collecting Objects for PDM Operations
About Dependency Processing
Collection Configuration
Using the Collection Tools
Collecting in Basic Mode
Collecting in Advanced Mode
Setting an Object Location
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
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
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 Features
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
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
Subtyping CAD Documents
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
Revise Preferences
Save As
Workgroup Manager Client
Workgroup Manager Client Preferences
Workspace Preferences
Quick Reference for Menus, Icons, and Symbols
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?
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 Search Navigator
Conducting a Simple Search
Conducting an Advanced Search
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
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
Open from Windchill
Save
Save Copy As
Save to Workspace
New CAD Document
Open in Autodesk Inventor
Check In
Check Out
Revise and Check Out
Import to Workspace
Export from Workspace
Locking and Unlocking Objects in the Workspace
Undo Check Out
Update for Autodesk Inventor
Right Mouse Button PDM actions for assembly dependents available in Authoring application
Synchronize
Revision
Rename
Automatic Updates
Upload
Save Viewable with Models
Administration and Configuration
CAD Worker Setup
Configuring Business Practices for Autodesk Inventor
Configuring Naming and Numbering
Autonumbering of File Names
Policy-Managed Naming and Numbering
Identifying the Current Naming and Numbering Policy
Windchill Preferences for Naming and Numbering
Customizing the Naming Service
Configuring Collection with Autodesk Inventor
Enabling As Stored Configurations
Configuring Auto Associate
Configuring Revision with Autodesk Inventor
Configuring the Ability to Set a Revision Level
Configuring the Revision of Associated Items
Rules for New Versions
Synchronizing Revision Levels during Auto Associate
Configuring Attributes with Autodesk Inventor
Attribute and Parameter Types
Windchill Default System Attributes
Custom Parameters
Configuring Attributes and Parameters
Adding Authoring Application Parameters
Standard Authoring Application System Parameters
Customizing Existing Windchill Attributes
Editing the Delegate
Mapping User-defined Authoring Application Parameters
Mapping Attributes and Parameters
Implicit Parameter-to-Attribute Mapping
Explicit Property-to-Attribute Mapping
Mapping Properties and Parameters with Units
Behaviour of Creo Authored CAD Documents
Modifying the HTML Client Item Selection Page
Replacing WTPart
Supporting WTPart and Custom Part
Enabling the Recording and Display of Rename and Location History
Generation of Viewables
Using a File Synchronization-Capable Worker with Windchill Workgroup Manager for Autodesk Inventor
Configuring the Worker
Configuring the Creo View Adapter for HTTPS
Setting and Collecting Windchill Workgroup Manager Log Files
Managing Attachments for Autodesk Inventor
Specifying Whether to Outdate Secondary Content
Setting the Automatically Download Secondary Content Preference
Displaying or Hiding Virtual Workspaces in the Server Management Utility
Cleanup of Event Management
Configuring the Workspace User Interface
Administering Table Views
Configuring the Display of Number of Workspace Rows
Configuring Automatic Scrolling in the Workspace
Performance Considerations
Setting the Method Server HEAP Size
Data Compression
Maximizing the Oracle Server/Windchill Server Connection
System Configuration Recommendations
Running Multiple Servers
Using External File Vaulting
Using Content Replication
Enabling Debug Logging in Windchill Workgroup Manager Client
Advanced Techniques
Managing iPart Factories in Autodesk Inventor
Assumptions and Restrictions
Specifying the Names of CAD Documents
Behavior of iPart Factories During PDM Actions
Rules for Using Save to Workspace
Rules for Using Save and Save As
Rules for Using Upload and Checkin
Rules for Adding Part Family Objects to a Workspace
Rules for Opening
Rules for Using Check Out
Rules for Using Revise
Rules for Removing Objects from a Workspace
Rules for Using Rename
Rules for Editing Attributes
Rules on Updating Objects in the Workspace
Assembling an iPart Factories Component in an Assembly
Migrating iPart Factories Created Prior to Windchill 9.0
Handling Custom iParts
Autonumbering of Family Table Instances
iAssembly Factories as Windchill Family Table Objects
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
External References
Overview of External References
Standardized CAD Application Relationships
Assembly Membership
Required versus Optional Dependents
General Description of Member Functionality
Membership and Reports
Other Relationship Types
Bill-of-Materials View in a Model Structure Report
Specifying a BOM Member
Managing Incomplete Dependent Objects (Ghosts)
Identifying Incomplete Dependents
Resolving Incomplete Dependents
Resolving Incomplete Dependents Using the Replace Command
Resolving Incomplete Dependents during Check In or Upload Using Auto resolve
Managing Autodesk Inventor Drawings
Collection and Configuration
Revise
Copy
Check In
Autoassociation
Drawing Reference Link
Relating Drawings to Models and Parts
Viewing Relationships
Conflict Management
Conflict upon Attempt to Modify
Conflict Involving a PDM Event
Managing Cache
Participant Management
Windchill Workgroup Manager Preferences
Frequently Used Autodesk Inventor Preferences
Frequently Used Preferences in the wgmclient.ini File
Load Drawing References When Drawing is Opened in Autodesk Inventor
Show Derived Reference as a Structured Child
AutoCAD
AutoCAD Electrical
Windchill Preferences
AutoCAD Electrical Support in Windchill
PDM Actions
New CAD Document
Open
Open from Windchill
Save
Save As
Save to Workspace
Export
Open in
Check In
Check Out
Revise and Check Out
Import to Workspace
Exporting from the Workspace
Undo Check Out
Update
Synchronize
Revision
Rename
Upload
Creating Client Viewables
Locking and Unlocking Objects in the Workspace
Locking Objects
Behavior of Files locked in the Workspace and Opened in a CAD Session
Advanced Techniques
External References
Overview of External References
External References Images and PDF files
Conflict Management
Conflict upon Attempt to Modify
Conflict Involving a PDM Event
Managing Cache
AutoCAD Blocks
Administration and Configuration
CAD Worker Setup
Configuring Business Practices
Configuring Naming and Numbering
Auto-numbering of File Names
Policy-Managed Naming and Numbering
Identifying the Current Naming and Numbering Policy
Windchill Preferences for Naming and Numbering
Customizing the Naming Service
Configuring Collection
Enabling As Stored Configurations
Configuring Auto Associate
Configuring Revision
Configuring the Ability to Set a Revision Level
Configuring the Revision of Associated Items
Rules for New Versions
Synchronizing Revision Levels during Auto Associate
Configuring Attributes
Attribute and Parameter Types
Windchill Default System Attributes
Custom Parameters
Configuring Attributes and Parameters
Adding Authoring Application Parameters
Standard Authoring Application System Parameters
Customizing Existing Windchill Attributes
Editing the Delegate
Mapping User-defined Authoring Application Parameters
Mapping Attributes and Parameters
Implicit Parameter-to-Attribute Mapping
Explicit Property-to-Attribute Mapping
Resolving Parameter/Attribute Type Conflicts
AutoCAD Standard Drawing Definition
Modifying the Properties Page
Modifying the HTML Client Item Selection Page
Replacing WTPart
Supporting WTPart and Custom Part
Enabling the Recording and Display of Rename and Location History
Generation of Viewables
Setting and Collecting Windchill Workgroup Manager Log Files
Managing Attachments for AutoCAD
Specifying Whether to Outdate Secondary Content
Setting the Automatically Download Secondary Content Preference
Displaying or Hiding Virtual Workspaces in the Server Management Utility
Cleanup of Event Management
Configuring the Workspace User Interface
Administering Table Views
Configuring Automatic Scrolling in the Workspace
Performance Considerations
Setting the Method Server HEAP Size
Data Compression
Maximizing the Oracle Server/Windchill Server Connection
Enabling Debug Logging in Windchill Workgroup Manager Client
System Configuration Recommendations
Running Multiple Servers
Using External File Vaulting
Using Content Replication
Frequently Used Windchill Workgroup Manager Preferences with AutoCAD
Frequently Used Preferences in Preference Management
Operation Category
Workgroup Manager Client Category
Workspace Category
Revise Preferences
Frequently Used Preferences in the wwgmclient.ini File
CADDS 5
PDM Actions
Working with PDM Actions
Activate
File
Copy to Workspace
Locking and Unlocking Objects in the Workspace
Open from Windchill
Open In CADDS 5
Check Out
Undo Check Out
Revise and Check Out
Check In
Managing Form Parts In Windchill
Revise
Update
Upload
Synchronize
Advanced Techniques
Conflict Management
Conflict Upon Attempt to Modify
Conflicts Involving a PDM Event
Managing Cache
Synchronizing Attributes
Creating CAD Structure
Working with Read Only Areas
Working with Drawings
Working Offline
Managing Business Objects
Business Object Generation
Business Object Visualization
Creating Model Items and WTParts for Business Objects
Using Library Model Items
Subtyping CAD Documents
Usage Examples
Administration and Configuration
CAD Worker Setup
Configuring Business Practices
Configuring Naming and Numbering
Policy-Managed Naming and Numbering
Identifying the Current Naming and Numbering Policy
Windchill Preferences for Naming and Numbering
Customizing the Naming Service
Configuring Collection
Enabling As Stored Configurations
Configuring Revision
Configuring the Ability to Set a Revision Level
Modifying the HTML Client Item Selection Page
Replacing WTPart
Supporting WTPart and Custom Part
Setting and Collecting Windchill Workgroup Manager Log Files
Debug Logging in Windchill Workgroup Manager Client
Displaying or Hiding Virtual Workspaces in the Server Management Utility
Windchill Workgroup Manager Preferences
Frequently Used Preferences in Preference Management
Operation Category
Workgroup Manager Client Category Preferences
Workspace Category
Revise Preferences
Frequently Used CADDS 5 Preferences in the wgmclient.ini File
CATIA V5
User
PDM Actions for CATIA V5
PDM Action Availability
PTC Windchill Toolbar
Windchill Status Icons
New CAD Document
Open
View Information
Open from Windchill
Insert Component from Windchill
Insert New CAD Document
Replace Component from Windchill
Save
Save As
Save to Workspace
Revise and Check Out
Open in CATIA V5
Check In
Check Out
Undo Checkout
Update
Synchronize
Revision
Rename
Import to Workspace
Locking and Unlocking Objects in the Workspace
Upload
Upload and Check In Documents Outside of Windchill
Export List to File
Managing Incomplete Dependent Objects
Resolving Incomplete Dependents
Conflict Management
Conflict upon Attempt to Modify
Conflict Involving a PDM Event
Advanced Techniques for CATIA V5
Working with Reference Links
Generating Client Viewable
Disabling Auto Update During Publishing
CGR File Management for Large Assemblies
CATIA V5 CGR Configuration
Windchill Workgroup Manager CGR Management
CGR and XML File Generation
Server-side Generation of CGR Files for CATPart Documents
Part CGR Files
Using Part CGR Files
Assemblies Containing Part CGR Files
Part CGR Files in Windchill
Assembly-level CGRs
Creating an Assembly-level CGR
Converting CATProducts to Assembly-level CGRs
Opening an Assembly-Level CGR
Switching the Display of Assembly-Level CGRs to Structure Mode
Assembly-level CGR Mode Functions
Assembly-level CGR Client and Stand-alone Browser Functions
Assembly-level CGR Best Practices
Improving Download Performance of Large Assemblies from the Commonspace
Managing Cache
CGR Cache Management
Working with Design Contexts
Design Contexts Work Flows in Windchill
Creating a New Design Context from a CAD Structure
Editing a Design Context Definition
Setting a Box Spatial Rule
Setting a Sphere Spatial Rule
Setting a Proximity Rule
Updating a Spatial Rule
Managing Attribute Rules
Working with Design Contexts inside CATIA
All-In-One CATPart Support
Runtime CATIA Environment Check
Read-only Areas
Working with Design Tables and Catalogs
Managing CATIA V5 Design Tables
Specifying Names for Instances in a CATIA V5 Design Table
Modifying Instance Files Independently
Viewing Information on the Design Table in Windchill
Do Not Manage As Family Tables
Rules for Using Save to Workspace
Rules for Uploading and Checking In Design Table Objects
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
Rules for Using Undo Checkout
Rules for Using Revise
Rules for Removing from Workspace
Rules for Editing Attributes
Managing CATIA V5 Catalogs
Working with Fixed Member Links
Managing CATIA V5 Environments in Windchill
Configuring Windchill Workgroup Manager to Support Multiple Environments
Configuring myV5 for Use with Windchill Environment Management
Configuring FlexPlus for Use with Windchill Environment Management
Using Environment Management
CATProcess Document Support
CATAnalysis Document Support
CATMaterial File Support
Working With CATIA V4 Data
Working With Templates
Comparing Model Iterations in CATIA V5
Configuring Collection
Enabling As Stored Configurations
Configuring Auto Associate
Managing Drawings
Collection and Configuration
Revise
Copy
Check In
Auto Association
Drawing Reference Link
Relating Drawings to Models and Parts
Viewing Relationships
Managing Attachments
Specifying Whether or Not to Outdate Secondary Content
Setting the Automatically Download Secondary Content Preference
Cleanup of the Event Management Utility
Customizing Windchill Table Views
Configuring the Workspace User Interface
Configuring the Location of Table Scrollbars
Configuring the Number of Workspace Rows
Configuring Automatic Scrolling of the Workspace Page
Administrator
Administration and Configuration for CATIA V5
Configuring the CATIA V5 Workgroup Manager Environment
CAD Worker Setup
Using a File Synchronization-capable Worker with Windchill Workgroup Manager
Suppressing Messages During CATIA V5 Publishing
Configuring the Theorem Worker
Downloading and Installing Theorem Worker
Configuring the Theorem Worker License
Configuring the Windchill Server-side CAD Agent for Theorem Worker
Configuring the Client-side CAD Agent for Theorem Worker
Configuring Theorem Worker — Run as a Service (Optional)
Configuring Theorem Worker — File Synchronization (Optional)
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
Introduction to CAD Documents and Windchill Parts
Behavior of Creo Authored CAD Documents
Configuring Naming and Numbering
Auto-numbering of Part Numbers and File Names
Policy-managed Naming and Numbering
Identifying the Current Naming and Numbering Policy
Windchill Preferences for Naming and Numbering
Customizing the Naming Service
Configuring Revision
Configuring the Ability to Set a Revision Level
Configuring the Revision of Associated Objects
Rules for New Versions
Synchronizing Revision Levels During Auto Associate
Configuring Attributes and Parameters
Attribute and Parameter Introduction
Attribute and Parameter Types
Windchill Default System Attributes
Custom Parameters
Configuring Attributes and Parameters
Adding New Authoring Application Parameters
Standard Authoring Application System Parameters
Customizing Existing Windchill Attributes
Editing the Delegate
Mapping User-defined Authoring Application Parameters
Mapping Attributes and Parameters
Soft Typing CAD Documents
Implicit Parameter-to-Attribute Mapping
Explicit Property-to-Attribute Mapping
Mapping Properties and Parameters with Units
Exposing CATIA Properties to Windchill
Exposing Extensive Design Information
Setting Mass Properties to Read-Only in Windchill to Prevent Incorrect Information
Modifying the Properties Page
Modifying the HTML Client Item Selection Page
Replacing WTPart
Supporting WTPart and Custom Part
Enabling the Recording and Display of Rename and Location History
Generation of Viewables
Displaying or Hiding Virtual Workspaces in the Server Management Utility
Performance Considerations
Setting the Number of Concurrent Upload and Download Threads
Setting the Method Server HEAP Size
Data Compression
Maximizing the Oracle Server/Windchill Server Connection
Delaying Metadata Updates of Attributes
Preventing Automatic Synchronization of System Parameter Changes
Client and Server Logging Overview
Collecting Logs
System Configuration Recommendations
Running Multiple Servers
Using External File Vaulting
Using Content Replication
Preferences for CATIA V5
Frequently Used Preferences in the Windchill Preference Management Utility
Frequently Used Preferences in the wgmclient.ini File
CATIA 3DEXPERIENCE
User
CATIA 3DEXPERIENCE Integration Overview
Introducing Windchill Workgroup Manager for CATIA 3DEXPERIENCE
Understanding the Integration Architecture
PDM Actions for CATIA 3DEXPERIENCE
PDM Action Availability
Windchill Action Bar
Open from Windchill
Save to Workspace
Check In
Check Out
Undo Checkout
Update
Conflict Management
Conflict upon Attempt to Modify
Conflict Involving a PDM Event
Advanced Techniques for CATIA 3DEXPERIENCE
Working with Reference Links
Design in CATIA 3DEXPERIENCE using CATIA V5 Data Managed in Windchill
Customizing Windchill Table Views
Configuring the Workspace User Interface
Configuring the Location of Table Scroll Bars
Configuring the Number of Workspace Table Rows
Configuring Automatic Scrolling of the Workspace Page
Administrator
Administration and Configuration for CATIA 3DEXPERIENCE
Windchill Workgroup Manager Installation Overview
Theorem Worker Setup
Installing and Configuring Theorem Worker
Downloading and Installing Theorem Worker
Configuring the Theorem Worker License
Configuring the Windchill Server-side Worker Agent for Theorem Worker
Configuring the Client-side Worker Agent for Theorem Worker
Configuring Theorem Worker to Run as a Service
Configuring File Synchronization for Theorem Worker
Configuring the CATIA 3DEXPERIENCE Object Adapter
Modifying Enovia 3DEXPERIENCE Properties
ENOVIA 3DEXPERIENCE Cache Cleaning Tool
Suppressing Messages During CATIA 3DEXPERIENCE Publishing
Configuring Business Practices
Introduction to CAD Documents and Windchill Parts
Configuring Naming and Numbering
Auto-numbering of Part Numbers and File Names
Policy-managed Naming and Numbering
Identifying the Current Naming and Numbering Policy
Windchill Preferences for Naming and Numbering
Customizing the Naming Service
Configuring Collection
Enabling As Stored Configurations
Configuring Attributes and Parameters
Attribute and Parameter Overview
Windchill System Attributes
Standard Authoring Application System Parameters
Custom Authoring Application Parameters
Mapping Windchill Attributes to Authoring Application Parameters
Mapping Properties and Parameters with Units
Setting Mass Properties to Read-Only in Windchill
Modifying the Properties Page
Modifying the HTML Client Item Selection Page
Enabling the Recording and Display of Rename and Location History
Managing Secondary Content
Specifying Whether or Not to Outdate Secondary Content
Cleanup of the Event Management Utility
Client and Server Logging
Preferences for CATIA 3DEXPERIENCE
Preferences Managed in the Windchill Preference Management Utility
Preferences Managed in the wgmclient.ini File
Creo Elements/Direct Drafting
PDM Actions
Activating Windchill Workgroup Manager from Creo Elements/Direct Drafting
Open from Windchill
Save to Windchill Workspace
Check Out
Revise and Check Out
Undo Check Out
Custom Check In
Auto Check In
Load File from Windchill
Load Frame from Windchill
Save Frame to Windchill
Working with Text References
Update
Synchronize
Import to Workspace
Export from Workspace
Open Creo Elements/Direct Drawings in Windchill with Drafting Workgroup Manager
Viewing Drawing Information
Accessing the Event Management Utility
Accessing Windchill Workgroup Manager from Your Authoring Application
Advanced Techniques
External References
Overview of External References
Standardized CAD Application Relationships
Conflict Management
Conflict upon Attempt to Modify
Conflict Involving a PDM Event
Managing Cache
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
Configuring Business Practices
Configuring Naming and Numbering
Policy-Managed Naming and Numbering
Identifying the Current Naming and Numbering Policy
Windchill Preferences for Naming and Numbering
Customizing the Naming Service
Configuring Collection
Model Manager to Windchill Text Reference Mapping for Creo Elements/Direct Drafting
Enabling As Stored Configurations
Configuring Auto Associate
Configuring Revision
Configuring the Ability to Set a Revision Level
Configuring the Revision of Associated Objects
Rules for New Versions
Configuring Attributes
Attribute and Parameter Types
Windchill Default System Attributes
Custom Parameters
Configuring Attributes and Parameters
Standard Authoring Application System Parameters
Customizing Existing Windchill Attributes
Editing the Delegate
Mapping User-defined Authoring Application Parameters
Mapping Attributes and Parameters
Implicit Parameter-to-Attribute Mapping
Explicit Parameter-to-Attribute Mapping
Modifying the Information Page
Modifying the HTML Client Item Selection Page
Replacing WTPart
Supporting WTPart and Custom Part
Enabling the Recording and Display of Rename and Location History
Generation of Viewables
Using a File Synchronization-Capable Worker with Windchill Workgroup Manager
Setting and Collecting Windchill Workgroup Manager Log Files
Managing Attachments
Specifying Whether to Outdate Secondary Content
Setting the Preference to Automatically Download Secondary Content
Cleanup of Event Management
Displaying or Hiding Virtual Workspaces in the Server Management Utility
Configuring the Workspace User Interface
Administering Table Views
Configuring the Display of Number of Workspace Rows
Configuring Automatic Scrolling in the Workspace
Configuring the Drawing Output Format for Server-side Viewables
Performance Considerations
Setting the Method Server HEAP Size
Data Compression
Maximizing the Oracle Server/Windchill Server Connection
Creo Elements/Direct Drafting RAM Recommendation
Setting the Send Buffer
Managing Pop-up Messages
Enabling Debug Logging in Windchill Workgroup Manager Client
Other Performance Improvements
System Configuration Recommendations
Running Multiple Servers
Using External File Vaulting
Using Content Replication
Windchill Workgroup Manager Preferences
Frequently Used Preferences in the Preference Management Utility
Operation Category
Workgroup Manager Client Category
Workspace Category
Revise Preferences
Frequently Used Preferences in the wgmclient.ini File
Creo Elements/Direct Modeling
PDM Actions
Working with PDM Actions
Open from Windchill
Check Out
Undo Check Out
Revise and Check Out
Auto Check In
Custom Check In
Save to Workspace
Model Identifiers and Save Conflicts
Import to Workspace
Export from Workspace
Locking and Unlocking Objects in the Workspace
Locking and Unlocking Objects in Creo Elements/Direct Modeling
Use Windchill WTPart product structure for BOM Tables and Position Flags on Annotation drawings
Customizing Windchill BOM Attributes for Text Reference Assignment
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
Synchronize
Update
Update All
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
Revert
Advanced Techniques
Client-side Viewables Overview
Generating Client-side Viewables
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
Load Behavior Options for Containers
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
Conflict Management
Conflict upon Attempt to Modify
Conflict Involving a PDM Event
Managing Cache
Administration and Configuration
Configuring Business Practices
Naming and Numbering of Creo Elements/Direct Modeling Objects
Delaying Auto-numbering for Objects
Windchill Preferences for Naming and Numbering
Model Manager to Windchill Text Reference Mapping for Creo Elements/Direct Modeling Annotation
Configuring Collection
Enabling As Stored Configurations
Configuring Auto Associate
Configuring Libraries
Saving Standard Annotation Drawing Frames to Windchill Libraries
Configuring Revision
Configuring the Ability to Set a Revision Level
Configuring the Revision of Associated Items
Rules for New Versions
Synchronizing Revision Levels During Auto Associate
Windchill Default System Attributes
Behaviour of Creo Authored CAD Documents
Modifying the Properties Page
Modifying the HTML Client Item Selection Page
Replacing WTPart
Supporting WTPart and Custom Part
Managing Secondary Content
Specifying Whether or Not to Outdate Secondary Content
Setting the Automatically Download Secondary Content Preference
Clean-up of the Event Management Utility
Displaying or Hiding Virtual Workspaces in the Server Management Utility
Configuring the Workspace User Interface
Administering Table Views
Configuring the Display of Workspace Rows
Configuring Automatic Scrolling in the Workspace
Configuring the Drawing Output Format for Creo Elements/Direct Modeling Server-side Viewables
Performance Considerations
Setting the Method Server HEAP Size
Data Compression
Maximizing the Oracle Server/Windchill Server Connection
Managing Pop-up Messages
System Configuration Recommendations
Running Multiple Servers
Using External File Vaulting
Using Content Replication
Customizing the Length of the ‘asStoredChildName’ Column
Setting and Collecting Windchill Workgroup Manager Log Files
Enabling Debug Logging in the Windchill Workgroup Manager Client
Using a File Synchronization-capable Worker with Windchill Workgroup Manager
Windchill Workgroup Manager Preferences
Frequently Used Preferences in the Preference Management Utility
Operation Category
Workgroup Manager Client Category
Workspace Category
Revise Preferences
Frequently Used Preferences in the wgmclient.ini File
Creo Schematics
PDM Actions
Working with PDM Actions
Locking and Unlocking Objects in the Workspace
Open from Windchill
Check Out
Undo Check Out
Check In
Rename
Revise
Upload
Synchronize
Advanced Techniques
Thumbnail Generation and Thumbnail Worker
Conflict Management
Conflict upon Attempt to Modify
Conflicts Involving a PDM Event
Managing Cache
Administration and Configuration
Configuring Business Practices
Configuring Naming and Numbering
Policy-Managed Naming and Numbering
Windchill Preferences for Naming and Numbering
Identifying the Current Naming and Numbering Policy
Configuring Revision
Configuring the Ability to Set a Revision Level
Configuring the Revision of Associated Objects
Rules for New Versions
Managing Secondary Content
Specifying Whether or Not to Outdate Secondary Content
Setting the Automatically Download Secondary Content Preference
Clean-up of Event Management
Displaying or Hiding Virtual Workspaces in the Server Management Utility
Configuring the Workspace User Interface
Administering Table Views
Configuring the Display of Number of Workspace Rows
Configuring Automatic Scrolling in the Workspace
Performance Considerations
Setting the Method Server HEAP Size
Data Compression
Maximizing the Oracle Server/Windchill Server Connection
System Configuration Recommendations
Running Multiple Servers
Using External File Vaulting
Using Content Replication
Setting and Collecting Windchill Workgroup Manager Log Files
Enabling Debug Logging in Windchill Workgroup Manager Client
Windchill Workgroup Manager Preferences for Creo Schematics
Frequently Used Preferences in the Preference Management Utility
Operation Category
Workgroup Manager Client Category
Workspace Category
Revise Preferences
Frequently Used Preferences in the wgmclient.ini File
PTC Mathcad
PDM Actions
Open
Open in Mathcad
Save
Save As
Check In
Check Out
Undo Check Out
Creating Client-side Viewables
PDM Actions on the PTC Mathcad Tools Menu
Upload
Synchronize
Rename
Administration and Configuration
Worker Agent Setup
Configuring Business Practices
Configuring Naming and Numbering
Policy-Managed Naming and Numbering
Identifying the Current Naming and Numbering Policy
Windchill Preferences for Naming and Numbering
Customizing the Naming Service
Configuring Collection
Enabling As Stored Configurations
Configuring Revision
Configuring the Ability to Set a Revision Level
Configuring the Revision of Associated Items
Rules for New Versions
Modifying the HTML Client Item Selection Page
Replacing WTPart
Supporting WTPart and Custom Part
Enabling the Recording and Display of Rename and Location History
Generation of Viewables
Managing Attachments in PTC Mathcad
Specifying Whether to Outdate Secondary Content
Setting the Automatically Download Secondary Content Preference
Displaying or Hiding Virtual Workspaces in the Server Management Utility
Cleanup of the Event Management Utility
Configuring the Workspace User Interface
Administering Table Views
Configuring the Display of Number of Workspace Rows
Configuring Automatic Scrolling in the Workspace
Performance Considerations
Setting the Method Server HEAP Size
Data Compression
Maximizing the Oracle Server/Windchill Server Connection
Setting and Collecting Windchill Workgroup Manager Log Files
Enabling Debug Logging in Windchill Workgroup Manager Client
System Configuration Recommendations
Running Multiple Servers
Using External File Vaulting
Using Content Replication
Advanced Techniques
Conflict Management
Conflict upon Attempt to Modify
Conflicts Involving a PDM Event
Managing Cache
PTC Mathcad and Creo Parametric Interoperability in a Workspace
Windchill Workgroup Manager Preferences
Frequently Used Preferences in the Preference Management Utility
Frequently Used Preferences in the wgmclient.ini File
Using Windchill Workgroup Manager with PTC Mathcad Prime
Differences Between PTC Mathcad 15 and PTC Mathcad Prime
NX
How to Use This Guide
Guide Structure
Guide Content Flow
Where to Start
PDM Actions in NX
Open
Open from Windchill
Save
Save As
Save to Workspace
New CAD Document
Open in NX
Check In
Check Out
Revise and Check Out
Import to Workspace
Export to Windchill (NX)
Export from Workspace
Locking and Unlocking Objects in the Workspace
Undo Check Out
Update for NX
Right Mouse Button PDM actions for assembly dependents available in Authoring application
Synchronize
Revision
Rename
Upload
Creating Client-side Viewables
Save Viewable with Models
Insert Components from Windchill
Administration and Configuration
CAD Worker Setup
Configuring Business Practices with NX
Configuring Naming and Numbering
Autonumbering of File Names
Policy-Managed Naming and Numbering
Identifying the Current Naming and Numbering Policy
Windchill Preferences for Naming and Numbering
Customizing the Naming Service
Configuring Collection with NX
Enabling As Stored Configurations
Configuring Auto Associate with NX
Configuring Revision with NX
Configuring the Ability to Set a Revision Level
Configuring the Revision of Associated Items
Rules for New Versions
Synchronizing Revision Levels during Auto Associate
Configuring Windchill Attributes with NX
Attribute and Parameter Types
Configuring Attributes and Parameters
Windchill Default System Attributes
Custom Parameters
Adding New Authoring Application Parameters
Standard Authoring Application System Parameters
Customizing Existing Windchill Attributes
Editing the Delegate
Mapping User-defined Authoring Application Parameters
Mapping Attributes and Parameters
Implicit Parameter-to-Attribute Mapping
Explicit Property-to-Attribute Mapping
Mapping Properties and Parameters with Units
Map CAD Assembly Attributes to Usage Link Attributes
Resolving Parameter/Attribute Type Conflicts
Behaviour of Creo Authored CAD Documents
Modifying the HTML Client Item Selection Page
Replacing WTPart
Supporting WTPart and Custom Part
Enabling the Recording and Display of Rename and Location History
Generation of Viewables
Using a File Synchronization-Capable Worker with Windchill Workgroup Manager
Setting and Collecting Windchill Workgroup Manager Log Files
Managing Attachments in NX
Specifying Whether to Outdate Secondary Content
Setting the Automatically Download Secondary Content Preference
Displaying or Hiding Virtual Workspaces in the Server Management Utility
Cleanup of Event Management
Configuring the Workspace User Interface
Administering Table Views
Configuring the Display of Number of Workspace Rows
Configuring Automatic Scrolling in the Workspace
Performance Considerations
Setting the Method Server HEAP Size
Data Compression
Maximizing the Oracle Server/Windchill Server Connection
System Configuration Recommendations
Running Multiple Servers
Using External File Vaulting
Using Content Replication
Enabling Debug Logging in Windchill Workgroup Manager Client
Advanced Techniques
Managing NX Part Families
Setting the Directory Path for Instances
Assumptions and Restrictions
Part Family Behavior During PDM Actions
Rules for Saving to Workspace
Rules for Using Save As
Rules for Using Upload and Check In
Rules for Adding Part Family Objects to a Workspace
Rules for Opening a Part Family
Rules for Checking Out an NX Part Family
Rules for Using Undo Checkout
Rules for Using Revise
Rules for Removing from Workspace
Rules for Using Rename
Rules for Saving to the Commonspace
Rules for Editing Attributes
NX Part Families Support in Different Versions of Windchill
Autonumbering of Family Table Instances
NX Reuse Library Integration with Windchill
External References
Overview of External References
Standardized CAD Application Relationships
Managing NX References
Assembly Membership
NX Assembly Support with Windchill 9.1 or Earlier
Required versus Optional Dependents
General Description of Member Functionality
Membership and Reports
Other Relationship Types
Bill-of-Materials View in a Model Structure Report
Specifying a BOM Member
Managing Incomplete Dependent Objects (Ghosts)
Identifying Incomplete Dependents
Resolving Incomplete Dependents
Resolving Incomplete Dependents Using the Replace Command
Resolving Incomplete Dependents during Check In or Upload Using Auto resolve
Managing Drawings
Collection and Configuration
Revise
Copy
Check In
Autoassociation
Drawing Reference Link
Relating Drawings to Models and Parts
Viewing Relationships
Defining NX Drawings
Drawing Attribute Method
Drawing Layer Method
NX File Name Method
Conflict Management
Conflict upon Attempt to Modify
Conflict Involving a PDM Event
Creating a Default NX Template using Windchill File System
Support for Unmanaged Read-Only Areas in NX
Managing Cache
Windchill Workgroup Manager Preferences
Frequently Used Preferences in the Preference Management Utility
Frequently Used Preferences in the wgmclient.ini File
SolidWorks
PDM Actions for SolidWorks
Open
Open from Windchill
Save and Save As
Save to Workspace
New CAD Document
Open in SolidWorks
Check In
Check Out
Revise and Check Out
Undo Check Out
Import to Workspace
Export from Workspace
Locking and Unlocking Objects in the Workspace
Update for SolidWorks
PTC Windchill Status Tab
Right Mouse Button PDM actions for assembly dependents available in Authoring application
Synchronize
Revision
Rename
Upload
Save Modified Instances
Save Viewable with Models
Administration and Configuration
Configuring Business Practices with SolidWorks
Configuring Naming and Numbering
Autonumbering of File Names in SolidWorks
Assigning of SolidWorks Component IDs
Policy-Managed Naming and Numbering
Identifying the Current Naming and Numbering Policy
Windchill Preferences for Naming and Numbering
Customizing the Naming Service
Configuring Collection
As Stored Configurations
Configuring Auto Associate with SolidWorks
Configuring Revision
Configuring the Ability to Set a Revision Level
Configuring the Revision of Associated Items
Rules for New Versions
Synchronizing Revision Levels during Auto Associate
Configuring Attributes
Attribute and Parameter Types
Windchill Default System Attributes
Custom Parameters
Configuring Attributes and Parameters
Adding SolidWorks Parameters
Standard SolidWorks System Parameters
Customizing Existing Windchill Attributes
Editing the Delegate
Mapping User-defined SolidWorks Parameters
Mapping Attributes and Parameters
Implicit Parameter-to-Attribute Mapping
Explicit Property-to-Attribute Mapping
Mapping Properties and Parameters with Units
Behaviour of Creo Authored CAD Documents
Modifying the HTML Client Item Selection Page
Replacing WTPart
Supporting WTPart and Custom Part
Enabling the Recording and Display of Rename and Location History
Generation of Viewables
Using a File Synchronization-Capable Worker with Windchill Workgroup Manager
Setting and Collecting Windchill Workgroup Manager Log Files
Managing Attachments in SolidWorks
Specifying Whether to Outdate Secondary Content
Setting the Automatically Download Secondary Content Preference
Displaying or Hiding Virtual Workspaces in the Server Management Utility
Cleanup of Event Management
Configuring the Workspace User Interface
Administering Table Views
Configuring the Display of Number of Workspace Rows
Configuring Automatic Scrolling in the Workspace
Performance Considerations
Setting the Method Server HEAP Size
Data Compression
Maximizing the Oracle Server/Windchill Server Connection
Enabling Debug Logging in Windchill Workgroup Manager Client
System Configuration Recommendations
Running Multiple Servers
Using External File Vaulting
Using Content Replication
Advanced Techniques
Managing SolidWorks Configurations
How SolidWorks Configurations are Treated in Windchill
Derived Configurations in
Working with SolidWorks External Design Table
Managing Configurations Created Prior to Windchill 9.0
Assumptions and Restrictions
Specifying the Names of CAD Documents
Behavior of Configurations During PDM Actions
Rules for Using Save to Workspace
Rules for Using Save and Save As
Rules for Using Upload and Check In
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
Independently Modifying Instances
Rules for Using Undo Checkout
Rules for Using Revise
Rules for Removing Objects from a Workspace
Rules for Using Rename
Rules for Using Update
Autonumbering of Family Table Instances
External References
Overview of External References
Standardized CAD Application Relationships
Assembly Design References
Assembly Membership
Required versus Optional Dependents
General Description of Member Functionality
Membership and Reports
Other Relationship Types
Bill-of-Materials View in a Model Structure Report
Specifying a BOM Member
Identifying Incomplete Dependents
Resolving Incomplete Dependents
Resolving Incomplete Dependents Using the Replace Command
Resolving Incomplete Dependents during Check In or Upload Using Auto resolve
Managing Drawings
Collection and Configuration
Revise
Copy
Check In
Autoassociation
Drawing Reference Link
Relating Drawings to Models and Parts
Viewing Relationships
PTC Navigation Pane
Conflict Management
Conflict upon Attempt to Modify
Conflict Involving a PDM Event
Managing Cache
Participant Management
SolidWorks Configuration
Family Table Uniqueness
SolidWorks Toolbox
SolidWorks Toolbox Setup with Windchill
SolidWorks Toolbox Parts
Mapping SolidWorks Toolbox Properties to Windchill Global Attributes
Working with Large Assembly Mode
SolidWorks Virtual Components
Exclude from BOM
Windchill Workgroup Manager Preferences
Frequently Used SolidWorks Preferences in the Preference Management Utility
Frequently Used Preferences in the wgmclient.ini File
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
Summary of Technical Changes
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
The Toolkit APIWizard
How to Start the APIWizard
If the APIWizard Doesn’t Start
Find
Supported APIWizard Search Types
How to Perform an APIWizard Search
Filter Flags
WWGM Toolkit Classes
WWGM Toolkit Constants
WWGM Toolkit Enumerations
WWGM Toolkit Exceptions
WWGM Toolkit Libraries
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
Windchill - ALM Integration
Windchill — Windchill RV&S, Windchill Modeler, and IBM Rational Doors NG Integration 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
Sample Configurations
Working with Traces
Creating and Managing Trace Links
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
Premium Experience Service Administrative Portal
Model Based Definition
Model Based Definition
Creo
Configuring Windchill to Read PMI
Using Windchill Workgroup Manager to Read Product Manufacturing Information (PMI)
Introduction to
Integrating Windchill ESI With Oracle Applications
Windchill ESI Features
Understanding Distribution Targets
Parts
Bills of Material
Configuring Option to Inhibit Publishing of a Production BOM
Enterprise Systems Integration Managed Baselines
Change Notices
Option Sets
Raw Material Parts
Co-Produce Objects in ESI
About Publishing Associated Assigned Expressions
Publishing an Option Set
Publishing Variant Specification
Publishing Raw Material Parts
Publishing Co-produce Objects
Process Plans
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
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
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
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
Configuring Option to Inhibit Publishing of a Production BOM
Raw Material Parts
Publishing Raw Material Parts
Co-Produce Objects in ESI
Publishing Co-produce Objects
Enterprise Systems Integration Managed Baselines
Publishing an Associated Option Set
Change Notices
Option Sets
About Publishing Associated Assigned Expressions
Publishing an Option Set
Publishing Variant Specification
Manufacturing Objects
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
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
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
Co-Produce Objects in ESI
About Publishing Associated Assigned Expressions
Publishing an Associated Option Set
Publishing an Option Set
Publishing Variant Specification
Publishing Raw Material Parts
Publishing Co-produce Objects
Publishing Multiple Effectivity Information
Manufacturing Object Attributes
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
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, Bugzilla, or Atlassian JIRA Software
Configure the Integrity, Bugzilla, or Atlassian JIRA 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, Bugzilla, and Atlassian JIRA 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, Bugzilla, and Atlassian JIRA 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 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 LDAP 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
Basic Customization
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
Changing Displayed Text Found in RBINFO Files
Details on Tailoring Text
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
Monitoring a Customized Windchill Environment
Customization with Windchill Queues
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
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
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
Bread Crumbs Component
Solution
Procedure — Creating a New BreadCrumbDelegate Class
Procedure — Registering the BreadCrumbDelegate
Sample Code
Additional Resources
Packaged Samples
Bread Crumbs Based on the Context Object
Bread Crumbs Based on the URL
Client Tabs
Solution
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
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
Customizing Access Control For Packages
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 - Attribute Visibility
Customizing Role-Based UI Functions - Action Visibility
Preference Framework
Preference Macros
Preference Registry
Constructing URLs
Offline Package Customization
System Banner Alert Message
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
Customizing Role-based Visibility
Solution
Customization Points
Sample Code
Additional Resources
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
Customizing the History of ModuleVariantInformationLink Using a Custom Delegate
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
Association Constraints
Solution
Customization Points
Limitations
Customizing Multiple Inventory Dispositions
Solution
Customization Points
Mass Change Operations
Solution
Customization Points
Related Documentation
Mass Change Supported Types
Solution
Related Documentation
Sponsored Problem Reports and Variances
Change Management Cardinality
Change Management Delegate
Change Management Transitions
Solution
Prerequisite Knowledge
Create Change Management Transitions
Setup the Life Cycle to use the Change Management Transitions
Change Notice Workflow Modifications for Updated or Upgraded Systems
Executing the Case
Change Template Initialization Rules
Procedure
Limitations
Sample Code
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
Evaluating Business Rules On Demand
Solution
Procedure — Creating a Custom Business Rule Result Action
Limitations
Sample Code
Related Documentation
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)
Change Workflow Closure
Solution
Procedure – Update Workflow to use Synchronized Closure
Deprecated Link Support
Limitations
Related Information
Flexible Change Links for Query Builder
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
Customizing Workflow Administration
Customizing Change Management Workflow Process Templates
Change Issue Process
Sync on Change Request Submit
Sync on Multiple Object State Change
Installation and Upgrade
New Installations
Existing Installations
Custom Workflow Process Templates
Code Impacted
Customizing Promotion Request Workflow Processes
Promotion Request Approval Process
Promotion Request Review Process
Key Customization Points
Enhanced Promotion Process
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
Auto Create Change Notice Customization
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
Multiple Participant Selection Wizard Customization
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 Life Cycle Administration
Customizing the Display of Life Cycle Information
Defining Custom Life Cycle Transitions
Setting Up a Customized State-Based Versioning Scheme
Adding the Series to StateBasedVersioning.xml and Loading the File
Making the Newly Added Version Schemes Available in the Lifecycle Administrator
Creating a Lifecycle Template Which Uses the New Version Series
Setting Up the Object Initialization Rules
Automatic Part Numbering - Upgrade Considerations
How the Revision Scheme Can Be Used
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
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
Customizing Matrix Editor Cells
Handling Initial Modeled or Soft Attribute Values for New Variant Specifications
Customizing Location in Occurrences Tab
Refreshing Selected UI Components from Custom JCA Actions
Customizing Variant Baseline Members
Creating GWT Custom Renderers and Editors
Customizing Security Labels
Customizing Security Labels
Setting Up Custom Security Labels
Specifying Authorized Participants for Custom Security Labels
Additional Considerations for Custom Security Labels
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
Cognos Presentation Customization
Reporting Info*Engine Task Data Source Customization
Report Loading
ReportTemplate Data Source Customization
Reporting Input Page Customization
Report Localization Customization
Report Selection List Customization
Jasper Report Customization in Windchill
Jasper Report Authoring Flow Diagram
Jasper Report Authoring Preparation
Authoring Jasper Report Using Report Template
Jasper Report Authoring Using Report Task
Execution of the Jasper Reports
Saved Report and Scheduling Support for Jasper Reports
Troubleshooting and References
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 Missing Object Collection For Defined Contexts and Recipients
Windchill Customization for Downgraded Deliveries
Transformation Filter
Windchill Dependency Filtering for Downgraded Deliveries
XML Transformation Scenarios
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 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
Elements and Attribute Mapping for Supported Objects
AP242 XPX Mapping Guide
Mapping Table for AP242 to 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- data) to EXPRESS Entities
Model Attributes Mapping
LocalId and Ufid Generation for Associations
WTPartUsageLink and Occurrence
EPMMemberLink
WTPartDescribeLink
WTPartReferenceLink
WTDocument
WTPart
EPMDocument
Content Item
Choice Mapping
ChoiceConstraint
ChoiceEnable (EnableRule)
ChoiceMapping (Include Rule)
OptionChoiceMasterLink
OptionSet
OptionSetMemberLink
RegisteredOption
OptionSetLink
ChoiceMappableChoiceLink
ChoiceRule(Conditional Rule)
IndependentAssignedExpression
OptionSetChoiceRuleLink
RuleMemberActionlink
AssignedExpression
ExpresMembLink
ExpressionData
WTDatedEffectivity
ProductSerialNumEffect
Implementing Templates
Function Categories
Create Functions
PLCS Data Exchange
PLCS / AP239 Mapping Implementation
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 Mashup to
Find the Action Model to Update
Creating a new Action in the Model
Troubleshooting
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 Customization
Creating Object Reference Picker in Custom Configuration Specification
Creating a Custom Configuration Specification Type in Edit Filter UI
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 Product 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 Manufacturing Associative Part Structure Browser
Customizing Report Template for Part Search
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 Consumption Discrepancy Search
Customizing the Comparison Mechanism
Propagating Changes Using a Workflow Event
Comparing Current Revision of a Smart Collection with a Previous Revision
Configuring Custom Tabs in MAPSB
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
Customizing MPMLink Browsers
Configuring Browser Tab Visibility
Show related Accountability Maps on Part info page
Add Custom Parameters in the MAPSB URL Address
Implement Custom Logic when MAPSB Session is Launched
Merging Filter Criteria with Accountability Map in MAPSB
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
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
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 Virus Scanner for Content Upload
Content Virus Scanner
Java Interface Details
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
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
Task Webject Reference
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 Architecture
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
About the Windchill Help Center
Using the Help Center
Using Search
Filtering using Profiles
Windchill Help Center –
Filtering using Profiles
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