To run the Windchill Configuration Assistant successfully, your installed Windchill system must have base data loaded. Loading base data is required for all Windchill solutions and is selected by default when Windchill is installed.

You can run the assistant regardless of the type of database you have installed. The properties related to database cache sizes are updated by the assistant for both Oracle and SQL Server databases.

The assistant uses the total number of participants (previously known as principals), contexts, and context teams that are set up when calculating some of the recommended values.

For the assistant to calculate optimal values for a production environment, you should set up the Windchill solution that is being configured as it will be used in a production environment before manually running the assistant. For example, running the assistant against a test environment that has only a minimal number of users will not recommend the values you should use for a production system that has many users.

Instead of using initial settings, update the Windchill solution to reflect the actual number of users you expect to be accessing Windchill on a daily basis and the number of user-defined groups, organization contexts, and application contexts that will be used in a production environment. Then manually run the assistant as described in Running the Windchill Configuration Assistant..

When working in an environment where you are setting up multiple systems in a complex environment, additional details on setting up and managing your configuration can be found in Advanced Windchill Configurations.